这种屁话逻辑谁都懂，_老虎社区_美港股上老虎 - 老虎社区

这种屁话逻辑谁都懂，涨价不就是供需关系吗？

道指深夜下挫340点，存储芯片股重挫，闪迪跌超8%，美联储降息预期逆转

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":563581336000056,"tweetId":"563581336000056","gmtCreate":1778627462045,"gmtModify":1778635984533,"author":{"id":3481289999103242,"idStr":"3481289999103242","authorId":3481289999103242,"authorIdStr":"3481289999103242","name":"Sui hg","avatar":"https://static.tigerbbs.com/558222a2f0c6dae1702da9191c76d534","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>这种屁话逻辑谁都懂，涨价不就是供需关系吗？</p></body></html>","htmlText":"<html><head></head><body><p>这种屁话逻辑谁都懂，涨价不就是供需关系吗？</p></body></html>","text":"这种屁话逻辑谁都懂，涨价不就是供需关系吗？","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/563581336000056","repostId":2634248216,"repostType":2,"repost":{"id":"2634248216","kind":"news","pubTimestamp":1778597520,"share":"https://www.laohu8.com/m/news/2634248216?lang=zh_CN&edition=full","pubTime":"2026-05-12 22:52","market":"us","language":"zh","title":"道指深夜下挫340点，存储芯片股重挫，闪迪跌超8%，美联储降息预期逆转","url":"https://stock-news.laohu8.com/highlight/detail?id=2634248216","media":"21世纪经济报道","summary":"5月12日，美国三大股指集体低开，截至22:00，道琼斯指数跌超343点，跌幅近0.7%，标普500指数跌0.5%，纳斯达克综合指数跌超0.7%。黄金跌破4700美元/盎司，国际油价集体走高。消息面上，美国CPI数据超市场预期，美联储降息再遭“泼冷水”。","content":"<div>\n<p>5月12日，美国三大股指集体低开，截至22:00，道琼斯指数跌超343点，跌幅近0.7%，标普500指数跌0.5%，纳斯达克综合指数跌超0.7%。黄金跌破4700美元/盎司，国际油价集体走高。消息面上，美国CPI数据超市场预期，美联储降息再遭“泼冷水”。 　　芯片股普跌，费城半导体指数跌3.8%，闪迪跌超8%，高通跌超7%，安森美半导体跌超5%，英特尔、格芯、应用材料、美光科技、西部数据跌约4%，...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202605123734868735.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>道指深夜下挫340点，存储芯片股重挫，闪迪跌超8%，美联储降息预期逆转</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n道指深夜下挫340点，存储芯片股重挫，闪迪跌超8%，美联储降息预期逆转\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-12 22:52 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202605123734868735.html><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月12日，美国三大股指集体低开，截至22:00，道琼斯指数跌超343点，跌幅近0.7%，标普500指数跌0.5%，纳斯达克综合指数跌超0.7%。黄金跌破4700美元/盎司，国际油价集体走高。消息面上，美国CPI数据超市场预期，美联储降息再遭“泼冷水”。 　　芯片股普跌，费城半导体指数跌3.8%，闪迪跌超8%，高通跌超7%，安森美半导体跌超5%，英特尔、格芯、应用材料、美光科技、西部数据跌约4%，...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202605123734868735.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IEF":"债券指数ETF-iShares Barclays 7-10年","SKRE":"TUTTLE CAPITAL DAILY 2X INVERSE REGIONAL BANKS ETF","TYO":"3倍做空7-10年期国债ETF-Direxion","MUB":"美国市政债ETF-iShares","VCSH":"美国短期公司债-Vanguard","CNAV":"Mohr Company Nav ETF","GOVT":"iShares安硕核心美国国债ETF","BIL":"债券指数ETF-SPDR Barclays美国1-3月国债","GBIL":"Goldman Sachs Access Treasury 0-1 Year ETF","BOXX":"ALPHA ARCHITECT 1-3 MONTH BOX ETF","PBDC":"Putnam Bdc Income ETF","SHY":"债券指数ETF-iShares Barclays 1-3年国债","IEI":"iShares Barclays 3-7 Year Trea","SNDK":"闪迪","JPST":"JPMorgan Ultra-Short Income ETF","DBND":"DoubleLine Opportunistic Bond ETF","NGHT":"Nicholas Bitcoin and Treasuries AfterDark ETF","UUP":"美元ETF-PowerShares DB","SPY":"标普500ETF","SCHO":"嘉信短期美国国债ETF","PTF":"Invesco Dorsey Wright Technology Momentum ETF","FTXL":"First Trust Nasdaq Semiconductor ETF","VGIT":"中期国债ETF-Vanguard","TLT":"20+年以上美国国债ETF-iShares","VGLT":"美国长期国债ETF-Vanguard","TLTW":"iShares 20+ Year Treasury Bond Buywrite Strategy ETF","EDV":"美国延期国债ETF-Vanguard","AGG":"债券指数ETF-iShares Barclays综合国债","FAZ":"三倍做空金融ETF-Direxion","KBE":"银行指数ETF-SPDR KBW","VCIT":"美国中期公司债-Vanguard","UDN":"做空美元指数-PowerShares","VOO":"Vanguard标普500ETF","HYG":"债券指数ETF-iShares iBoxx高收益公司债","TIP":"通胀债券指数ETF-iShares Barclays","TBIL":"US Treasury 3 Month Bill ETF","MINT":"PIMCO Enhanced Short Maturity Exchange-Traded Fund","SHV":"美国短期国债ETF-iShares","VGSH":"美国短期国债ETF-Vanguard","TMF":"3倍做多20年期以上国债ETF-Direxion","BND":"债券指数ETF-Vanguard美国","USHY":"iShares Broad USD High Yield Corporate Bond ETF","UBT":"债券20+美国债-ProShares两倍做多","TLH":"iShares安硕10-20年国债ETF"},"source_url":"http://finance.eastmoney.com/a/202605123734868735.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2634248216","content_text":"5月12日，美国三大股指集体低开，截至22:00，道琼斯指数跌超343点，跌幅近0.7%，标普500指数跌0.5%，纳斯达克综合指数跌超0.7%。黄金跌破4700美元/盎司，国际油价集体走高。消息面上，美国CPI数据超市场预期，美联储降息再遭“泼冷水”。 　　芯片股普跌，费城半导体指数跌3.8%，闪迪跌超8%，高通跌超7%，安森美半导体跌超5%，英特尔、格芯、应用材料、美光科技、西部数据跌约4%，阿斯麦、希捷科技跌超3%。　　英伟达股价一度冲高近2%，再创历史新高，已连续5个交易日上涨，最新总市值达到5.37万亿美元。据证券时报报道，业内消息人士透露，英伟达已与ODM合作伙伴敲定Vera Rubin的量产方案，计划于6月进入试产阶段，7月起开始向北美主要云服务商发货。首批客户名单涵盖微软、谷歌、亚马逊、Meta和甲骨文。 　　以2025年以来的最大涨幅来看，闪迪、美光科技区间最大涨幅均超过10倍。目前业内已出现审慎声音。LS证券分析师Jung Woo-sung提出了一个关键警示：存储芯片价格继续上涨，将同时发挥“正面催化剂”和“风险因素”的双重作用，可能导致整机厂商的BOM成本增加、大型科技公司折旧费用上升等。当前存储市场的火热，主要依托于少数科技巨头的AI投资行为，“一旦这些科技巨头的资本开支节奏生变，存储芯片市场随时可能面临需求侧的剧烈波动。”　　光通信板块集体回调。Lumentum、Credo、康宁跌超4%，Coherent跌超3%。　　多只黄金矿业股下跌，安哥拉黄金跌超4%，哈莫尼黄金、和谐黄金、纽蒙特、金罗斯黄金跌超2%。消息面上，国际金银价走弱，现货黄金跌破4700美元/盎司，现货白银跌超1%。　　其他个股方面，量子计算公司Quantum Computing股价一度飙近42%。“SpaceX概念基金”Destiny Tech100大跌超22%。运动服装巨头安德玛一度跌超20%，公司2026财年营收同比下降4%。　　热门中概股多数下跌，纳斯达克中国金龙指数跌超1%。中国医药控股有限公司跌超24%，香颂国际跌近10%，虎牙跌近9%，金山云、联掌门户、迅雷跌约5%，盘前大涨超5%的腾讯音乐跌0.9%。上涨方面，有道涨6%，网易、优信涨超1%。　　国际原油快速拉升，WTI原油日内最高涨超4%，布伦特原油向上触及106美元/桶，截至发稿涨超3.5%。摩根士丹利预测，若霍尔木兹海峡迟迟不开，国际油价可能会涨至150美元/桶。　　晚间，备受关注的美国CPI数据发布。据央视新闻报道，当地时间5月12日，美国劳工统计局公布数据显示，美国4月CPI同比增长3.8%，核心CPI同比增长2.8%，均高于市场预期。　　据证券时报报道，市场对美联储政策预期的定价发生逆转。市场普遍预计美联储全年将保持利率不变。与此同时，候任美联储主席凯文·沃什则主张降低利率，但物价持续走高让其立场再次变得模糊。如果沃什顺利获得提名当选新一任美联储主席，其声明中的政策倾向将至关重要。（文章来源：21世纪经济报道）","news_type":1,"symbols_score_info":{"IEI":1.5,"VGSH":1.5,"TIP":1.5,"VCIT":1.5,"SHY":1.5,"VCSH":1.5,"US2Y.BOND":1.5,"US7Y.BOND":1.5,"BIL":1.5,"NGHT":1.5,"BOXX":1.5,"MINT":1.5,"TLT":1.5,"TLH":1.5,"UDN":1.5,"AGG":1.5,"VOO":1.5,"SNDK":1.5,"US10Y.BOND":1.5,"JPST":1.5,"DBND":1.5,"FTXL":1.5,"TYO":1.5,"IEF":1.5,"PBDC":1.5,"FAZ":1.5,"TMF":1.5,"UUP":1.5,"US12M.BOND":1.5,"CNAV":1.5,"USHY":1.5,"GBIL":1.5,"SHV":1.5,"GOVT":1.5,"US6M.BOND":1.5,"VGIT":1.5,"PTF":1.5,"BND":1.5,"SPY":1.5,"VGLT":1.5,"TLTW":1.5,"TBIL":1.5,"HYG":1.5,"SCHO":1.5,"SKRE":1.5,"KBE":1.5,"UBT":1.5,"MUB":1.5,"US30Y.BOND":1.5,"EDV":1.5}},"isVote":1,"tweetType":1,"viewCount":150,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":40,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/563581336000056"}