招财喵喵宝
06-30 21:32
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美股盘前|AVAV飙升36%,Abivax飙升35%;SK海力士已提交在纳斯达克上市申请
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20:01","market":"fut","language":"zh","title":"美股盘前|AVAV飙升36%,Abivax飙升35%;SK海力士已提交在纳斯达克上市申请","url":"https://stock-news.laohu8.com/highlight/detail?id=1126453437","media":"老虎资讯综合","summary":"01 股市截至6月30日,美股三大期指均小幅上行。热门股异动:受第四财季营收及盈利显著超预期带动,AeroVironment盘前飙升33.69%;应用材料在公布AI 3D芯片设备新产品线后续涨2.64%;Rocket Lab因拟斥约80亿美元收购铱星通讯盘前继续上涨2.89%;芯片景气度提升下,美光科技及英伟达分别走高0.70%与1.22%,而市场对SpaceX开放式融资传闻消化后,SPCX盘前持平。交易对价包括12亿美元现金和23亿美元股份,涉及马纳萨斯两座及斯特林一座96兆瓦机房,预计当天完成交割。","content":"<html><head></head><body><h2 style=\"text-align: left;\"><strong>01 股市</strong></h2><p style=\"text-align: left;\">美股三大期指涨跌不一,道琼斯主连跌0.01%,标普500主连升0.07%,纳斯达克100主连走高0.18%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a69fa2f7d6b3aa19b016af970700730d\" data-align=\"center\" tg-width=\"367\" tg-height=\"177\"/><span></span></p><p style=\"text-align: left;\"><strong>热门股异动:</strong>受第四财季营收及盈利显著超预期带动,<strong><a href=\"https://laohu8.com/S/AVAV\">AeroVironment</a></strong>盘前飙升36%;</p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/AMAT\">应用材料</a></strong>在公布AI 3D芯片设备新产品线后续涨超2%;</p><p style=\"text-align: left;\">太空概念股再度走高,<strong><a href=\"https://laohu8.com/S/RKLB\">Rocket Lab</a></strong>涨超2%<strong>,<a href=\"https://laohu8.com/S/ASTSW\">AST SpaceMobile</a></strong>涨近2%;</p><p style=\"text-align: left;\">前OpenAI研究员兼投资人阿申布伦纳旗下基金成<strong><a href=\"https://laohu8.com/S/SHAZ\">SharonAI Holdings Inc.</a></strong>重要股东,持股比例达10%,盘前股价升近10%;</p><p style=\"text-align: left;\">法国生物科技公司<strong>Abivax</strong>盘前飙升35%,实验性药物最新数据提振市场信心;</p><p style=\"text-align: left;\"><strong>Digital Realty</strong>盘前跌4%,斥资35亿美元入股<a href=\"https://laohu8.com/S/BX\">黑石</a>弗吉尼亚数据中心;</p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/MSTR\">Strategy</a></strong>盘前跌近5%,回吐了周一的部分涨幅。</p><h2 style=\"text-align: left;\"><strong>02 其他市场</strong></h2><p style=\"text-align: left;\"><strong>6月30日十年美债收益率上升0.37%,最新收益率为4.39。</strong></p><p style=\"text-align: left;\"><strong>6月30日美元兑离岸人民币下降0.0792%,报6.81;美元兑港币上升0.0121%,报7.84。</strong></p><p style=\"text-align: left;\"><strong>6月30日美元指数上升0.2671%,报101.37。</strong></p><p style=\"text-align: left;\"><strong>6月30日美原油主连期货上升0.57%,报71.15美元/桶;纽约金主连期货上升0.23%,报4,048.00美元/盎司。</strong></p><h2 style=\"text-align: left;\"><strong>03 要闻</strong></h2><p style=\"text-align: left;\">1. <strong>Digital Realty宣布以35亿美元收购黑石三座弗吉尼亚数据中心多数股权,扩张北美算力资产。</strong>交易对价包括12亿美元现金和23亿美元股份,涉及马纳萨斯两座及斯特林一座96兆瓦机房,预计当天完成交割。</p><p style=\"text-align: left;\">2. <strong>Abivax公布溃疡性结肠炎三期补充数据显示恶性肿瘤发生率符合基线水平,股价盘前大涨。</strong>公司指出50毫克剂量治疗近10个月后使37%以上初期无效患者进入临床缓解,强化今年向FDA递交新药申请的信心。</p><p style=\"text-align: left;\">3. <strong>SpaceX正与<a href=\"https://laohu8.com/S/CHTR\">特许通讯</a>探讨利用后者地面网络为星链传输流量,计划向美国用户提供移动服务。</strong>双方若达成合作,星链可覆盖数千万家庭;市场同时猜测SpaceX未来或与T-Mobile或特许通讯进行更深层并购整合。</p><p style=\"text-align: left;\">4. <strong>韩国政府携<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>规划在西南地区建设全新存储芯片集群,总投资规模约8,000万亿韩元。</strong>三星另宣布至2040年在本土半导体等项目追加2,450万亿韩元,基础设施建设周期预计五年以上,对中长期供给形成支撑。</p><p style=\"text-align: left;\">5. <strong><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>再次下调油价预测并警告供过于求风险,布伦特三季度目标价下调至每桶75美元。</strong>报告认为霍尔木兹海峡通行恢复、美国产量充裕及中国需求疲软将持续压制油市,2027年底或跌至70美元。</p><p style=\"text-align: left;\">6. <strong>SK海力士已向纳斯达克提交上市申请,加速全球融资布局。</strong>公司此前在韩计划大规模扩产HBM和先进DRAM,此番赴美上市将为其下一阶段资本开支提供弹药。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f72d4c9b845ea8cf4bf33535e898e4e8\" data-align=\"center\" tg-width=\"1375\" tg-height=\"892\"/><span></span></p><p style=\"text-align: left;\">7. <strong><a href=\"https://laohu8.com/S/00388\">香港交易所</a>敲定简化每手买卖单位框架,最低每手价值降至1,000港元并设八档标准手数。</strong>新规自2026年7月起分阶段实施,旨在降低投资门槛、提升流动性,上市公司后续更改手数将无需并行买卖。</p><p style=\"text-align: left;\">8. <strong><a href=\"https://laohu8.com/S/09903\">天数智芯</a>与字节跳动洽谈供货不少于5万颗AI推理GPU,有望成为其第三家国产GPU供应商。</strong>公司称自身GPGPU兼容CUDA生态,可“插拔即用”,国产推理算力紧缺背景下订单导入显著提速。</p><p style=\"text-align: left;\">9. <strong><a href=\"https://laohu8.com/S/03898\">时代电气</a>受功率半导体企业集中提价推动股价盘前跳升,行业7月开启新一轮涨价。</strong>券商称金属原材料与特气成本上行带来分批次调价,株洲三期碳化硅产线投产将提升公司供给能力。</p><p style=\"text-align: left;\">10. <strong><a href=\"https://laohu8.com/S/MPNGY\">美团</a>再度回购约146万股H股,动用资金近9,977万港元以稳定股价。</strong>公司自年初以来持续实施回购计划,管理层强调稳定长期股东回报及对核心业务前景充满信心。</p><p style=\"text-align: left;\">资料来源:公开市场数据</p><p style=\"text-align: left;\">免责声明:本内容仅供参考,不构成任何投资建议</p><p style=\"text-align: left;\"></p></body></html>","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\" 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.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美股盘前|AVAV飙升36%,Abivax飙升35%;SK海力士已提交在纳斯达克上市申请\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-06-30 20:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 style=\"text-align: left;\"><strong>01 股市</strong></h2><p style=\"text-align: left;\">美股三大期指涨跌不一,道琼斯主连跌0.01%,标普500主连升0.07%,纳斯达克100主连走高0.18%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a69fa2f7d6b3aa19b016af970700730d\" data-align=\"center\" tg-width=\"367\" tg-height=\"177\"/><span></span></p><p style=\"text-align: left;\"><strong>热门股异动:</strong>受第四财季营收及盈利显著超预期带动,<strong><a href=\"https://laohu8.com/S/AVAV\">AeroVironment</a></strong>盘前飙升36%;</p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/AMAT\">应用材料</a></strong>在公布AI 3D芯片设备新产品线后续涨超2%;</p><p style=\"text-align: left;\">太空概念股再度走高,<strong><a href=\"https://laohu8.com/S/RKLB\">Rocket Lab</a></strong>涨超2%<strong>,<a href=\"https://laohu8.com/S/ASTSW\">AST SpaceMobile</a></strong>涨近2%;</p><p style=\"text-align: left;\">前OpenAI研究员兼投资人阿申布伦纳旗下基金成<strong><a href=\"https://laohu8.com/S/SHAZ\">SharonAI Holdings Inc.</a></strong>重要股东,持股比例达10%,盘前股价升近10%;</p><p style=\"text-align: left;\">法国生物科技公司<strong>Abivax</strong>盘前飙升35%,实验性药物最新数据提振市场信心;</p><p style=\"text-align: left;\"><strong>Digital Realty</strong>盘前跌4%,斥资35亿美元入股<a href=\"https://laohu8.com/S/BX\">黑石</a>弗吉尼亚数据中心;</p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/MSTR\">Strategy</a></strong>盘前跌近5%,回吐了周一的部分涨幅。</p><h2 style=\"text-align: left;\"><strong>02 其他市场</strong></h2><p style=\"text-align: left;\"><strong>6月30日十年美债收益率上升0.37%,最新收益率为4.39。</strong></p><p style=\"text-align: left;\"><strong>6月30日美元兑离岸人民币下降0.0792%,报6.81;美元兑港币上升0.0121%,报7.84。</strong></p><p style=\"text-align: left;\"><strong>6月30日美元指数上升0.2671%,报101.37。</strong></p><p style=\"text-align: left;\"><strong>6月30日美原油主连期货上升0.57%,报71.15美元/桶;纽约金主连期货上升0.23%,报4,048.00美元/盎司。</strong></p><h2 style=\"text-align: left;\"><strong>03 要闻</strong></h2><p style=\"text-align: left;\">1. <strong>Digital Realty宣布以35亿美元收购黑石三座弗吉尼亚数据中心多数股权,扩张北美算力资产。</strong>交易对价包括12亿美元现金和23亿美元股份,涉及马纳萨斯两座及斯特林一座96兆瓦机房,预计当天完成交割。</p><p style=\"text-align: left;\">2. <strong>Abivax公布溃疡性结肠炎三期补充数据显示恶性肿瘤发生率符合基线水平,股价盘前大涨。</strong>公司指出50毫克剂量治疗近10个月后使37%以上初期无效患者进入临床缓解,强化今年向FDA递交新药申请的信心。</p><p style=\"text-align: left;\">3. <strong>SpaceX正与<a href=\"https://laohu8.com/S/CHTR\">特许通讯</a>探讨利用后者地面网络为星链传输流量,计划向美国用户提供移动服务。</strong>双方若达成合作,星链可覆盖数千万家庭;市场同时猜测SpaceX未来或与T-Mobile或特许通讯进行更深层并购整合。</p><p style=\"text-align: left;\">4. <strong>韩国政府携<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>规划在西南地区建设全新存储芯片集群,总投资规模约8,000万亿韩元。</strong>三星另宣布至2040年在本土半导体等项目追加2,450万亿韩元,基础设施建设周期预计五年以上,对中长期供给形成支撑。</p><p style=\"text-align: left;\">5. <strong><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>再次下调油价预测并警告供过于求风险,布伦特三季度目标价下调至每桶75美元。</strong>报告认为霍尔木兹海峡通行恢复、美国产量充裕及中国需求疲软将持续压制油市,2027年底或跌至70美元。</p><p style=\"text-align: left;\">6. <strong>SK海力士已向纳斯达克提交上市申请,加速全球融资布局。</strong>公司此前在韩计划大规模扩产HBM和先进DRAM,此番赴美上市将为其下一阶段资本开支提供弹药。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f72d4c9b845ea8cf4bf33535e898e4e8\" data-align=\"center\" tg-width=\"1375\" tg-height=\"892\"/><span></span></p><p style=\"text-align: left;\">7. <strong><a href=\"https://laohu8.com/S/00388\">香港交易所</a>敲定简化每手买卖单位框架,最低每手价值降至1,000港元并设八档标准手数。</strong>新规自2026年7月起分阶段实施,旨在降低投资门槛、提升流动性,上市公司后续更改手数将无需并行买卖。</p><p style=\"text-align: left;\">8. <strong><a href=\"https://laohu8.com/S/09903\">天数智芯</a>与字节跳动洽谈供货不少于5万颗AI推理GPU,有望成为其第三家国产GPU供应商。</strong>公司称自身GPGPU兼容CUDA生态,可“插拔即用”,国产推理算力紧缺背景下订单导入显著提速。</p><p style=\"text-align: left;\">9. <strong><a href=\"https://laohu8.com/S/03898\">时代电气</a>受功率半导体企业集中提价推动股价盘前跳升,行业7月开启新一轮涨价。</strong>券商称金属原材料与特气成本上行带来分批次调价,株洲三期碳化硅产线投产将提升公司供给能力。</p><p style=\"text-align: left;\">10. <strong><a href=\"https://laohu8.com/S/MPNGY\">美团</a>再度回购约146万股H股,动用资金近9,977万港元以稳定股价。</strong>公司自年初以来持续实施回购计划,管理层强调稳定长期股东回报及对核心业务前景充满信心。</p><p style=\"text-align: left;\">资料来源:公开市场数据</p><p style=\"text-align: left;\">免责声明:本内容仅供参考,不构成任何投资建议</p><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"159813":"芯片","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","SPYQ":"2倍做多SPY Quarterly ETF-Tradr","SOXS":"三倍做空半导体ETF-Direxion Daily","SPYM":"投资组合标普500指数ETF-SPDR","PSI":"INVESCO SEMICONDUCTORS ETF","07522":"FI二华夏纳一百","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS \"A2\" (USD) ACC","SPYU":"MAX S&P 500 4X Leveraged ETN","DXD":"两倍做空道琼30指数ETF-ProShares","XSD":"SPDR S&P Semiconductor ETF","SOXQ":"Invesco PHLX Semiconductor ETF","QQQX":"Nuveen NASDAQ 100 Dynamic Overwrite","SSO":"2倍做多标普500ETF-ProShares","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS \"A2\" (USD) 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INC","02834":"安硕纳指一百","BK4567":"ESG概念","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","DDM":"2倍做多道指ETF-ProShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126453437","content_text":"01 股市美股三大期指涨跌不一,道琼斯主连跌0.01%,标普500主连升0.07%,纳斯达克100主连走高0.18%。热门股异动:受第四财季营收及盈利显著超预期带动,AeroVironment盘前飙升36%;应用材料在公布AI 3D芯片设备新产品线后续涨超2%;太空概念股再度走高,Rocket Lab涨超2%,AST SpaceMobile涨近2%;前OpenAI研究员兼投资人阿申布伦纳旗下基金成SharonAI Holdings Inc.重要股东,持股比例达10%,盘前股价升近10%;法国生物科技公司Abivax盘前飙升35%,实验性药物最新数据提振市场信心;Digital Realty盘前跌4%,斥资35亿美元入股黑石弗吉尼亚数据中心;Strategy盘前跌近5%,回吐了周一的部分涨幅。02 其他市场6月30日十年美债收益率上升0.37%,最新收益率为4.39。6月30日美元兑离岸人民币下降0.0792%,报6.81;美元兑港币上升0.0121%,报7.84。6月30日美元指数上升0.2671%,报101.37。6月30日美原油主连期货上升0.57%,报71.15美元/桶;纽约金主连期货上升0.23%,报4,048.00美元/盎司。03 要闻1. Digital Realty宣布以35亿美元收购黑石三座弗吉尼亚数据中心多数股权,扩张北美算力资产。交易对价包括12亿美元现金和23亿美元股份,涉及马纳萨斯两座及斯特林一座96兆瓦机房,预计当天完成交割。2. Abivax公布溃疡性结肠炎三期补充数据显示恶性肿瘤发生率符合基线水平,股价盘前大涨。公司指出50毫克剂量治疗近10个月后使37%以上初期无效患者进入临床缓解,强化今年向FDA递交新药申请的信心。3. SpaceX正与特许通讯探讨利用后者地面网络为星链传输流量,计划向美国用户提供移动服务。双方若达成合作,星链可覆盖数千万家庭;市场同时猜测SpaceX未来或与T-Mobile或特许通讯进行更深层并购整合。4. 韩国政府携三星规划在西南地区建设全新存储芯片集群,总投资规模约8,000万亿韩元。三星另宣布至2040年在本土半导体等项目追加2,450万亿韩元,基础设施建设周期预计五年以上,对中长期供给形成支撑。5. 摩根士丹利再次下调油价预测并警告供过于求风险,布伦特三季度目标价下调至每桶75美元。报告认为霍尔木兹海峡通行恢复、美国产量充裕及中国需求疲软将持续压制油市,2027年底或跌至70美元。6. SK海力士已向纳斯达克提交上市申请,加速全球融资布局。公司此前在韩计划大规模扩产HBM和先进DRAM,此番赴美上市将为其下一阶段资本开支提供弹药。7. 香港交易所敲定简化每手买卖单位框架,最低每手价值降至1,000港元并设八档标准手数。新规自2026年7月起分阶段实施,旨在降低投资门槛、提升流动性,上市公司后续更改手数将无需并行买卖。8. 天数智芯与字节跳动洽谈供货不少于5万颗AI推理GPU,有望成为其第三家国产GPU供应商。公司称自身GPGPU兼容CUDA生态,可“插拔即用”,国产推理算力紧缺背景下订单导入显著提速。9. 时代电气受功率半导体企业集中提价推动股价盘前跳升,行业7月开启新一轮涨价。券商称金属原材料与特气成本上行带来分批次调价,株洲三期碳化硅产线投产将提升公司供给能力。10. 美团再度回购约146万股H股,动用资金近9,977万港元以稳定股价。公司自年初以来持续实施回购计划,管理层强调稳定长期股东回报及对核心业务前景充满信心。资料来源:公开市场数据免责声明:本内容仅供参考,不构成任何投资建议","news_type":1,"symbols_score_info":{"159813":1.5,"FTXL":1.5,"CHPS":1.5,"SOXL":1.5,"02834":0.6,"SSG":1.5,"03455":0.6,".IXIC":2,"QLD":0.6,"NQmain":2,"AVXX":0.6,"QMAR":0.6,"SPYU":0.6,"SOXQ":1.5,"CHPY":1.5,"SMHX":1.5,"QQQM":0.6,"NAPR":0.6,"CHAT":1.5,"SOXY":1.5,"SOXS":1.5,"DDM":0.6,"HIBL":0.6,"GPIQ":0.6,"SMH":1.5,"YSPY":0.6,"SPYM":0.6,"SPXU":0.6,"DXD":0.6,"QQQ":0.6,"SPXS":0.6,"MNQ2612":2,"VOO":0.6,"SPYH":0.6,"YMmain":2,"NOCT":0.6,"QID":0.6,"QQQX":0.6,"PSI":1.5,".SPX":2,"09834":0.6,"SH":0.6,"IVV":0.6,"SDS":0.6,"MNQ2603":2,"NDX":2,"SOXX":1.5,"UPRO":0.6,"USD":1.5,"ESmain":2,"TQQQ":0.6,"03034":0.6,"07261":0.6,"07568":0.6,"DMAX":0.6,"QDEC":0.6,"UDOW":0.6,".DJI":2,"AVAV":2,"SPYQ":0.6,"SMAX":0.6,"SPY":0.6,"DIA":0.6,"MMAX":0.6,"07522":0.6,"TQQY":0.6,"07266":0.6,"SPDN":0.6,"SSO":0.6,"NJUL":0.6,"NJAN":0.6,"SPXL":0.6,"XSD":1.5,"DOG":0.6,"SPUU":0.6,"EMXC":1.5,"09086":0.6,"TEKX":1.5,"03086":0.6,"SQQQ":0.6,"PSQ":0.6,"MNQmain":2,"SDOW":0.6}},"isVote":1,"tweetType":1,"viewCount":195,"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":25,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/580797574406424"}
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