我是黄教主的个人主页 - 老虎社区

我是黄教主

我是黄教主

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IP属地：海外

19关注

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我是黄教主

00:38

垃圾评级

汇丰下调英伟达评级至“持有”，目标价从 365 美元降至 170 美元

我是黄教主

08-19

垃圾新闻

异动解读｜明略科技-W盘中下跌5.35%，解禁抛压与并购争议持续拖累股价

我是黄教主

07-29

这是啥

明略科技-W(02718)附属拟8.59亿元收购普联软件约19.07%股权

我是黄教主

06-22

$明略科技-W(02718)$ 明略应该去回购manus 像当年收购微伴助手一样。

我是黄教主

01-02

智谱的模型水平高一些

我是黄教主

2025-11-22

只有nvda

夜读｜谁来挽救当前美股的颓势？

我是黄教主

2025-11-20

这次空错了

没被英伟达财报说服？“大空头”继续炮轰AI：真实需求“少得可笑”

我是黄教主

2024-12-03

然后订单转向GB300，还是Nvidia

消息称英伟达GB200芯片量产时间推迟，微软削减40%订单

我是黄教主

2024-10-11

to the moon

AI工厂，可能让英伟达成为第一家4万亿美元市值的公司！

我是黄教主

2024-10-07

都是车轱辘话

高盛首席中国股票策略师：当前买入中国资产的十大理由

我是黄教主

2024-07-01

那还不多买点

我是黄教主

2024-06-26

byd

传特斯拉正考虑放弃在德克萨斯州生产4680电池

我是黄教主

2024-06-19

$英伟达(NVDA)$ 第一了！

我是黄教主

2024-06-17

$台积电(TSM)$ 夜盘流动性很差吗？买不进来，报价比市价高一点儿。

我是黄教主

2024-05-23

$英伟达(NVDA)$ 老黄太威武！

我是黄教主

2024-05-17

$Faraday Future(FFIE)$ 来晚了

我是黄教主

2024-05-13

中国电动车出口到美国能有几辆？其实没有影响。

港股汽车股跌幅持续扩大，小鹏汽车跌超6%

我是黄教主

2024-03-28

2万了

雷军：小米汽车4分钟大定破1万辆，27分钟大定突破5万辆

我是黄教主

2024-03-08

$美国超微公司(AMD)$ 你醒啦！

我是黄教主

2024-03-08

$英伟达(NVDA)$ 莫非今晚就到1000？

去老虎APP查看更多动态

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的上涨空间。</p>\n<p>Lee 认为，在英伟达明确正式接班方案、且新任 CEO 证明其执行能力之前，股价仍将承压。目前，首席财务官 Colette Kress 兼任临时 CEO。</p>\n<p>Lee 还提示，美国进一步收紧芯片出口限制的风险不容忽视。过去六个季度，英伟达约 11% 的营收来自美国和中国台湾以外的市场，汇丰认为这些市场可能成为出口限制收紧的重点。</p>\n<p>按汇丰的悲观情景，若出口限制导致英伟达 2028 财年营收较基准情景减少 11%，每股收益或降至 13.57 美元，较汇丰基准预测的 15.65 美元低约 13%，较市场共识的 15.77 美元低约 14%。</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\" />\n<title>汇丰下调英伟达评级至“持有”，目标价从 365 美元降至 170 美元</title>\n<style 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}\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汇丰下调英伟达评级至“持有”，目标价从 365 美元降至 170 美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1041503808\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/64f0784cc29a0d0070f6e968ef6ec7f5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">链捕手 </p>\n<p class=\"h-time\">2026-11-14 00:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>ChainCatcher 消息，据 CNBC 报道，汇丰分析师 Frank Lee 将英伟达评级由“买入”下调至“持有”，目标价从 365 美元下调至 170 美元，较周四收盘价仅有约 2.3% 的上涨空间。</p>\n<p>Lee 认为，在英伟达明确正式接班方案、且新任 CEO 证明其执行能力之前，股价仍将承压。目前，首席财务官 Colette Kress 兼任临时 CEO。</p>\n<p>Lee 还提示，美国进一步收紧芯片出口限制的风险不容忽视。过去六个季度，英伟达约 11% 的营收来自美国和中国台湾以外的市场，汇丰认为这些市场可能成为出口限制收紧的重点。</p>\n<p>按汇丰的悲观情景，若出口限制导致英伟达 2028 财年营收较基准情景减少 11%，每股收益或降至 13.57 美元，较汇丰基准预测的 15.65 美元低约 13%，较市场共识的 15.77 美元低约 14%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ESUM":"EVENTIDE US MARKET ETF","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","ABFL":"ABACUS FCF LEADERS ETF","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL 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class=\"h-time\">2026-08-19 09:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>8月19日，明略科技-W盘中下跌5.35%，报40.72港元，成交额1402.59万港元。</p><p>消息面上，公司7月31日迎来上市后重大解禁，合计1.24亿股限售股解除流通限制，占总股本85.4%，解禁后腾讯、红杉等财务股东减持预期强烈，持续抛压使股价自7月以来大幅回落。同时，公司在年度亏损约64亿元背景下，仍以8.59亿元现金收购普联软件19.07%股权并挪用IPO募资4.5亿元，市场对其资金消耗及扩张节奏存在较大分歧。此外，应用软件板块整体偏弱，金蝶国际跌2.39%、五一视界跌5.75%，行业情绪同步承压。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02718":"明略科技-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189789264","content_text":"8月19日，明略科技-W盘中下跌5.35%，报40.72港元，成交额1402.59万港元。消息面上，公司7月31日迎来上市后重大解禁，合计1.24亿股限售股解除流通限制，占总股本85.4%，解禁后腾讯、红杉等财务股东减持预期强烈，持续抛压使股价自7月以来大幅回落。同时，公司在年度亏损约64亿元背景下，仍以8.59亿元现金收购普联软件19.07%股权并挪用IPO募资4.5亿元，市场对其资金消耗及扩张节奏存在较大分歧。此外，应用软件板块整体偏弱，金蝶国际跌2.39%、五一视界跌5.75%，行业情绪同步承压。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"02718":1}},"isVote":1,"tweetType":1,"viewCount":1646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591116892254552,"gmtCreate":1785337246768,"gmtModify":1785337248674,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"134415299988000","idStr":"134415299988000"},"themes":[],"title":"","htmlText":"这是啥","listText":"这是啥","text":"这是啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591116892254552","repostId":"2655954418","repostType":2,"repost":{"id":"2655954418","kind":"news","pubTimestamp":1785332433,"share":"https://www.laohunote.com/m/news/2655954418?lang=zh_CN&edition=full","pubTime":"2026-07-29 21:40","market":"hk","language":"zh","title":"明略科技-W(02718)附属拟8.59亿元收购普联软件约19.07%股权","url":"https://stock-news.laohu8.com/highlight/detail?id=2655954418","media":"智通财经","summary":"据此，买方已有条件同意收购，而卖方已有条件同意出售普联软件合共7547.39万股股份，占普联软件于股份转让协议日期已发行股本总额约19.07%，总现金代价为人民币8.59亿元。完成后，买方将直接持有普联软件约19.07%的已发行股份。","content":"<html><body><p>智通财经APP讯，<a href=\"https://laohu8.com/S/02718\">明略科技-W</a>(02718)发布公告，于2026年7月29日，北京明略昭辉科技有限公司(本公司的间接全资附属公司，作为买方)与蔺国强、王虎、相洪伟、张廷兵、任炳章、李燕冬、石连山、杨华茂、许彦明、李守强、冯学伟、高峰信、李守林、聂玉涛、胡东映及陈徐亚(作为卖方)订立股份转让协议。据此，买方已有条件同意收购，而卖方已有条件同意出售<a href=\"https://laohu8.com/S/300996\">普联软件</a>合共7547.39万股股份，占普联软件于股份转让协议日期已发行股本总额约19.07%，总现金代价为人民币8.59亿元(相当于每股人民币11.38 元)。完成后，买方将直接持有普联软件约19.07%的已发行股份。</p><p>本集团致力于透过整合大模型、行业知识及多模态数据，为企业提供数据智能应用及人工智能解决方案。普联软件长期为大型集团企业(包括中央企业、地方国企、行业龙头及金融保险集团等)提供集团财务、财务共享、司库管理、全面预算及业财融合等管理信息化解决方案，在相关领域积累了客户基础、项目交付经验、行业知识及信创适配能力。</p><p>董事认为，普联软件的集团级企业管理场景及交付能力，与本集团以OCTO智能协作平台、端侧模型及人工智能部署服务为基础的技术能力具有较强互补性，收购事项将为双方探索人工智能技术在大型集团企业管理场景中的应用创造有利条件。</p><p>借助本集团的人工智能能力及普联软件现有的产品、客户场景和实施经验，双方拟逐步推动人工智能与财务共享、司库管理、预算管理及其他企业管理系统的融合，引入前沿部署工程(Forward Deployed Engineering，FDE)模式，为大型集团客户智能化转型提供优质产品和服务;双方亦计划共同研发人工智能原生的企业管理应用及相关增量服务，探索创新智能化时代的产品和服务交付模式，丰富本集团的产品及服务组合，拓展大型集团企业市场，进一步提升本集团在企业级人工智能应用领域的竞争力。</p></body></html>","source":"stock_zhitongcaijing","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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#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明略科技-W(02718)附属拟8.59亿元收购普联软件约19.07%股权\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-29 21:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1473757.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP讯，明略科技-W(02718)发布公告，于2026年7月29日，北京明略昭辉科技有限公司(本公司的间接全资附属公司，作为买方)与蔺国强、王虎、相洪伟、张廷兵、任炳章、李燕冬、石连山、杨华茂、许彦明、李守强、冯学伟、高峰信、李守林、聂玉涛、胡东映及陈徐亚(作为卖方)订立股份转让协议。据此，买方已有条件同意收购，而卖方已有条件同意出售普联软件合共7547.39万股股份，占普联软件于股份...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1473757.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":{"300996":"普联软件","BK1188":"消费信贷","BK0231":"软件信息","BK1109":"应用软件","02718":"明略科技-W"},"source_url":"http://www.zhitongcaijing.com/content/detail/1473757.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2655954418","content_text":"智通财经APP讯，明略科技-W(02718)发布公告，于2026年7月29日，北京明略昭辉科技有限公司(本公司的间接全资附属公司，作为买方)与蔺国强、王虎、相洪伟、张廷兵、任炳章、李燕冬、石连山、杨华茂、许彦明、李守强、冯学伟、高峰信、李守林、聂玉涛、胡东映及陈徐亚(作为卖方)订立股份转让协议。据此，买方已有条件同意收购，而卖方已有条件同意出售普联软件合共7547.39万股股份，占普联软件于股份转让协议日期已发行股本总额约19.07%，总现金代价为人民币8.59亿元(相当于每股人民币11.38 元)。完成后，买方将直接持有普联软件约19.07%的已发行股份。本集团致力于透过整合大模型、行业知识及多模态数据，为企业提供数据智能应用及人工智能解决方案。普联软件长期为大型集团企业(包括中央企业、地方国企、行业龙头及金融保险集团等)提供集团财务、财务共享、司库管理、全面预算及业财融合等管理信息化解决方案，在相关领域积累了客户基础、项目交付经验、行业知识及信创适配能力。董事认为，普联软件的集团级企业管理场景及交付能力，与本集团以OCTO智能协作平台、端侧模型及人工智能部署服务为基础的技术能力具有较强互补性，收购事项将为双方探索人工智能技术在大型集团企业管理场景中的应用创造有利条件。借助本集团的人工智能能力及普联软件现有的产品、客户场景和实施经验，双方拟逐步推动人工智能与财务共享、司库管理、预算管理及其他企业管理系统的融合，引入前沿部署工程(Forward Deployed Engineering，FDE)模式，为大型集团客户智能化转型提供优质产品和服务;双方亦计划共同研发人工智能原生的企业管理应用及相关增量服务，探索创新智能化时代的产品和服务交付模式，丰富本集团的产品及服务组合，拓展大型集团企业市场，进一步提升本集团在企业级人工智能应用领域的竞争力。","news_type":1,"symbols_score_info":{"300996":1.5,"02718":1.5}},"isVote":1,"tweetType":1,"viewCount":1799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":577911237544128,"gmtCreate":1782115162321,"gmtModify":1782115963844,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"134415299988000","idStr":"134415299988000"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02718\">$明略科技-W(02718)$</a> 明略应该去 回购manus 像当年收购微伴助手一样。","listText":"<a href=\"https://laohu8.com/S/02718\">$明略科技-W(02718)$</a> 明略应该去 回购manus 像当年收购微伴助手一样。","text":"$明略科技-W(02718)$ 明略应该去 回购manus 像当年收购微伴助手一样。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/577911237544128","isVote":1,"tweetType":1,"viewCount":1246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":517640162128432,"gmtCreate":1767352143610,"gmtModify":1767352146337,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"134415299988000","idStr":"134415299988000"},"themes":[],"title":"","htmlText":"智谱的模型水平高一些","listText":"智谱的模型水平高一些","text":"智谱的模型水平高一些","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/517640162128432","isVote":1,"tweetType":1,"viewCount":3064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502633685561808,"gmtCreate":1763742197489,"gmtModify":1763742199740,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"134415299988000","idStr":"134415299988000"},"themes":[],"title":"","htmlText":"只有nvda","listText":"只有nvda","text":"只有nvda","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502633685561808","repostId":"1150363539","repostType":4,"repost":{"id":"1150363539","kind":"news","pubTimestamp":1763739021,"share":"https://www.laohunote.com/m/news/1150363539?lang=zh_CN&edition=full","pubTime":"2025-11-21 23:30","market":"us","language":"zh","title":"夜读｜谁来挽救当前美股的颓势？","url":"https://stock-news.laohu8.com/highlight/detail?id=1150363539","media":"川阅全球宏观","summary":"但考虑到后续缺乏完整的官方经济数据，11月报告将延迟至12月16日发布，晚于FOMC会议时间，而美联储在9月和10月已经连续降息，12月再次降息的决策变得更加困难。而风险资产却呈现显著降温，比特币跌破9万美元，美股则在高开后大幅跳水，创下四月对等关税以来盘中最大逆转，英伟达财报的超预期并未挽救美股颓势，海外市场风险偏好仍在下行。英伟达的财报公布完，标志着长达3-4个月的业绩信息空窗期正式开始。","content":"<html><head></head><body><p><strong>阔别两个月后，9月美国非农“姗姗来迟”，如何理解这一份迟到的就业数据？</strong>9月非农公布的时点相对“尴尬”：如果数据正常发布，大超预期的新增非农可能提前一个月改变市场的乐观定价，但站在当前的时点上，数据似乎显得有些过时；但另一方面，由于11月就业报告的推迟，这又是美联储评估12月议息会议降息与否唯一的官方数据。</p><p><strong>我们认为，9月数据并未给出一致且明确的政策信号：超预期上行的新增非农和失业率互相矛盾，给了市场充分的解读空间，甚至可能进一步加剧了联储内部的分歧。</strong>随着宏观信息的逐步回归，利率逐步逼近点阵图终点（3.5%左右），后续联储的降息决策会更加犹豫，如果没有政治力量的干预，停止降息进入观察基本面变化似乎是合理的。</p><p><strong>而对于风险资产而言，</strong>对AI资本开支以及联储降息空间的担忧持续扰动风险偏好，英伟达的财报更像被市场交易为利多出尽。随着业绩信息空窗期的开始，市场短时间内找不到新的材料来炒作，调整才是对高估值的尊重，当然过度的担心似乎也没有必要。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b05ea96d55e23804388678d80997deea\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"419\"/></p><p><strong>具体来看，9月非农呈现出复杂且矛盾的信号：</strong></p><p><strong>一方面，新增非农就业人数超预期上行，</strong>11.9万人的增长相当于市场预期的两倍，而这一点我们在此前报告中早已提示，前期市场对劳动力市场走弱的风险定价到极致，而9月数据由于季调方法往往有上修风险，导致降息预期回调，不过因为政府关门导致这一影响明显滞后；</p><p><strong>从结构上来看，</strong>教育和保健（5.9万人）、休闲和住宿（4.7）行业贡献了最主要的就业增长，政府部门就业也在9月转为正增长（2.2万人）。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2509f739556870afd2b5bd08af21647d\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"772\"/></p><p><strong>但另一方面，前值的下修、失业率的走高等又给这份数据的强劲表现打了一定折扣。</strong>9月延续了今年以来劳工部的持续下修模式，7月和8月非农就业人数合计下修3.3万人，8月数据甚至一度下修至负增长区间(-0.4万人)；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1505280587f1634ad8e2a6207af45677\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"659\"/></p><p><strong>与此同时，</strong>失业率超预期上升至4.4%，创下阶段性新高，其中有劳动参与率回升的影响（9月劳动力参与率上升0.1pct至62.4%），日薪环比增速回落0.2pct至0.2%，这些数据的走弱一定程度上平抑了非农超预期的影响。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8833fb8082075d4ce496b60dd2cdc70\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"421\"/></p><p><strong>因此，9月就业数据虽然“喜忧参半”，但整体还算相对平稳。</strong>至少做到了“有好消息也有坏消息”，使得“鸽”派和“鹰”派都有充足的论据支持，因此短期内不太能缓解美联储内部对于降息的分歧。但考虑到后续缺乏完整的官方经济数据，11月报告将延迟至12月16日发布，晚于FOMC会议时间，而美联储在9月和10月已经连续降息，12月再次降息的决策变得更加困难。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d510501bd453bc61f71399499ebe107\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"803\"/></p><p><strong>资产端的走势也反映出了市场对9月数据的纠结</strong>，数据公布后，利率敏感型资产如美元、美债利率、黄金反复上下横跳，但最终变动不大。<strong>而风险资产却呈现显著降温，比特币跌破9万美元，美股则在高开后大幅跳水，创下四月对等关税以来盘中最大逆转，</strong>英伟达财报的超预期并未挽救美股颓势，海外市场风险偏好仍在下行。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5d8065fe7929a3455e0057dd9cfa0f4\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"424\"/></p><p><strong>那么，如何理解这半个月以来海外市场的风偏下降，后续的市场又怎么看呢？</strong>当市场忙着为下跌找原因的时候，市场也许只是想找个原因下跌。整体上无非就两个理由：一、担忧AI资本开支增速与ROIC无法收敛（动物精神）；二、担心美联储的降息空间。这两点（联储要宽松，AI投资火热，其实就是典型的金发女郎经济）正是十月政府关门到市场高点阶段的最重要助推器，可谓成也萧何，败也萧何。无论是经济的坏消息还是好消息似乎都能被市场交易为好消息，而风险就在于经济数据如果不上不下，因为这样既会让市场担心AI下游需求，又没有货币宽松的支持。<strong>一句话说，经济不好不坏变成了当下最差的情景。</strong></p><p><strong>回过头来看，43天的政府关门带来了一个宏观交易的空窗期，</strong>而勤奋的交易者们把原本三季报之后业绩空窗期中所有的潜在利好全部提前咀嚼一遍了（原本这个阶段宏观信息对市场的影响应该是显著的，包括关税对通胀的影响以及失业走弱的可持续性验证）。英伟达的财报公布完，标志着长达3-4个月的业绩信息空窗期正式开始。市场短时间内找不到新的材料来炒作，那么调整似乎才是对高估值的尊重，当然过度担心似乎也没有必要。</p><p><strong>宏观信息的回归会成为新的助推器吗？</strong>我们认为有难度，回到关门前我们对美国通胀和非农的基本判断：通胀在高关税商品9月逐渐摆上货架之后，未来一年同比读数都至少很难持续下降；与此同时，非农数据的季调方法也让年底的这几个月的新增就业人数读数可能偏高。其实降息到目前这个状态距离联储点阵图给的本轮降息终点（中性利率）已经不远。<strong>未来需要更坏的消息才能让联储回心转意，至少在明年的人事变动之前。</strong></p></body></html>","source":"lsy1582083733592","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>夜读｜谁来挽救当前美股的颓势？</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{ 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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夜读｜谁来挽救当前美股的颓势？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-21 23:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/wWqI0erOTycvreQWf7cAzg><strong>川阅全球宏观</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>阔别两个月后，9月美国非农“姗姗来迟”，如何理解这一份迟到的就业数据？9月非农公布的时点相对“尴尬”：如果数据正常发布，大超预期的新增非农可能提前一个月改变市场的乐观定价，但站在当前的时点上，数据似乎显得有些过时；但另一方面，由于11月就业报告的推迟，这又是美联储评估12月议息会议降息与否唯一的官方数据。我们认为，9月数据并未给出一致且明确的政策信号：超预期上行的新增非农和失业率互相矛盾，给了市场...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/wWqI0erOTycvreQWf7cAzg\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8563c55eda230bf12ce63dc5314b95d0","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/wWqI0erOTycvreQWf7cAzg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150363539","content_text":"阔别两个月后，9月美国非农“姗姗来迟”，如何理解这一份迟到的就业数据？9月非农公布的时点相对“尴尬”：如果数据正常发布，大超预期的新增非农可能提前一个月改变市场的乐观定价，但站在当前的时点上，数据似乎显得有些过时；但另一方面，由于11月就业报告的推迟，这又是美联储评估12月议息会议降息与否唯一的官方数据。我们认为，9月数据并未给出一致且明确的政策信号：超预期上行的新增非农和失业率互相矛盾，给了市场充分的解读空间，甚至可能进一步加剧了联储内部的分歧。随着宏观信息的逐步回归，利率逐步逼近点阵图终点（3.5%左右），后续联储的降息决策会更加犹豫，如果没有政治力量的干预，停止降息进入观察基本面变化似乎是合理的。而对于风险资产而言，对AI资本开支以及联储降息空间的担忧持续扰动风险偏好，英伟达的财报更像被市场交易为利多出尽。随着业绩信息空窗期的开始，市场短时间内找不到新的材料来炒作，调整才是对高估值的尊重，当然过度的担心似乎也没有必要。具体来看，9月非农呈现出复杂且矛盾的信号：一方面，新增非农就业人数超预期上行，11.9万人的增长相当于市场预期的两倍，而这一点我们在此前报告中早已提示，前期市场对劳动力市场走弱的风险定价到极致，而9月数据由于季调方法往往有上修风险，导致降息预期回调，不过因为政府关门导致这一影响明显滞后；从结构上来看，教育和保健（5.9万人）、休闲和住宿（4.7）行业贡献了最主要的就业增长，政府部门就业也在9月转为正增长（2.2万人）。但另一方面，前值的下修、失业率的走高等又给这份数据的强劲表现打了一定折扣。9月延续了今年以来劳工部的持续下修模式，7月和8月非农就业人数合计下修3.3万人，8月数据甚至一度下修至负增长区间(-0.4万人)；与此同时，失业率超预期上升至4.4%，创下阶段性新高，其中有劳动参与率回升的影响（9月劳动力参与率上升0.1pct至62.4%），日薪环比增速回落0.2pct至0.2%，这些数据的走弱一定程度上平抑了非农超预期的影响。因此，9月就业数据虽然“喜忧参半”，但整体还算相对平稳。至少做到了“有好消息也有坏消息”，使得“鸽”派和“鹰”派都有充足的论据支持，因此短期内不太能缓解美联储内部对于降息的分歧。但考虑到后续缺乏完整的官方经济数据，11月报告将延迟至12月16日发布，晚于FOMC会议时间，而美联储在9月和10月已经连续降息，12月再次降息的决策变得更加困难。资产端的走势也反映出了市场对9月数据的纠结，数据公布后，利率敏感型资产如美元、美债利率、黄金反复上下横跳，但最终变动不大。而风险资产却呈现显著降温，比特币跌破9万美元，美股则在高开后大幅跳水，创下四月对等关税以来盘中最大逆转，英伟达财报的超预期并未挽救美股颓势，海外市场风险偏好仍在下行。那么，如何理解这半个月以来海外市场的风偏下降，后续的市场又怎么看呢？当市场忙着为下跌找原因的时候，市场也许只是想找个原因下跌。整体上无非就两个理由：一、担忧AI资本开支增速与ROIC无法收敛（动物精神）；二、担心美联储的降息空间。这两点（联储要宽松，AI投资火热，其实就是典型的金发女郎经济）正是十月政府关门到市场高点阶段的最重要助推器，可谓成也萧何，败也萧何。无论是经济的坏消息还是好消息似乎都能被市场交易为好消息，而风险就在于经济数据如果不上不下，因为这样既会让市场担心AI下游需求，又没有货币宽松的支持。一句话说，经济不好不坏变成了当下最差的情景。回过头来看，43天的政府关门带来了一个宏观交易的空窗期，而勤奋的交易者们把原本三季报之后业绩空窗期中所有的潜在利好全部提前咀嚼一遍了（原本这个阶段宏观信息对市场的影响应该是显著的，包括关税对通胀的影响以及失业走弱的可持续性验证）。英伟达的财报公布完，标志着长达3-4个月的业绩信息空窗期正式开始。市场短时间内找不到新的材料来炒作，那么调整似乎才是对高估值的尊重，当然过度担心似乎也没有必要。宏观信息的回归会成为新的助推器吗？我们认为有难度，回到关门前我们对美国通胀和非农的基本判断：通胀在高关税商品9月逐渐摆上货架之后，未来一年同比读数都至少很难持续下降；与此同时，非农数据的季调方法也让年底的这几个月的新增就业人数读数可能偏高。其实降息到目前这个状态距离联储点阵图给的本轮降息终点（中性利率）已经不远。未来需要更坏的消息才能让联储回心转意，至少在明年的人事变动之前。","news_type":1,"symbols_score_info":{".IXIC":2,".SPX":2,".DJI":2}},"isVote":1,"tweetType":1,"viewCount":3511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502296334730088,"gmtCreate":1763649550024,"gmtModify":1763649552285,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"134415299988000","idStr":"134415299988000"},"themes":[],"title":"","htmlText":"这次空错了","listText":"这次空错了","text":"这次空错了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502296334730088","repostId":"2584907013","repostType":2,"repost":{"id":"2584907013","kind":"news","pubTimestamp":1763618500,"share":"https://www.laohunote.com/m/news/2584907013?lang=zh_CN&edition=full","pubTime":"2025-11-20 14:01","market":"us","language":"zh","title":"没被英伟达财报说服？“大空头”继续炮轰AI：真实需求“少得可笑”","url":"https://stock-news.laohu8.com/highlight/detail?id=2584907013","media":"金十数据","summary":"伯里已披露做空英伟达和Palantir的头寸，并多次指责大型AI支出公司歪曲数据中心折旧以夸大收益。他的最新警告是在英伟达发布强于预期的第三季度业绩并发布由持续AI驱动需求支持的乐观展望后仅几小时发出的。英伟达CEO黄仁勋驳斥了关于AI泡沫的猜测，称其需求基础超出了超大规模数据中心运营商。尽管伯里发出警告，但英伟达股价在盘后交易中仍上涨超过5%，提振了更广泛的科技和AI股票，并推高了美国股指期货。","content":"<html><body><article><p><strong>AI播客：换个方式听新闻</strong>下载mp3音频由扣子空间生成</p><p>电影《大空头》原型人物迈克尔·伯里（Michael Burry）当地时间周三晚间发出尖锐警告，声称<strong>人工智能（AI）的真实终端用户需求远低于各大科技公司所报告的规模</strong>。这一评论是在<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发布又一轮亮眼的季度财报、引发全球科技股反弹后不久发表的。</p><p>这位因准确预测2008年次贷危机而闻名的知名投资者分享了一张图表，突出显示了<a href=\"https://laohu8.com/S/MSFT\">微软</a>（MSFT）、OpenAI、<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>（ORCL）和英伟达（NVDA）等主要科技巨头之间的AI投资协议。在图片旁边，他指责其中几家公司存在“可疑的收入确认”行为，暗示他们报告的增长可能并未反映真正的市场需求。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251120140142289d201nx50w2rwmvm\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251120140143483d2012m5vzpnj30d\"/><p>伯里认为，<strong>未来的观察者回顾这段时期时，会将当前的AI热潮视为欺诈而非变革。</strong>他认为<strong>“真实的终端需求少得可笑”</strong>，并声称<strong>许多推动AI增长的客户本身就由向他们销售AI技术的公司资助——描绘了一个自我强化的循环，而非可持续的普及应用。</strong></p><p>在后续帖子中，伯里称OpenAI是整个AI繁荣的“关键支柱”，并质疑这家初创公司审计师的可信度。自11月公开回归以来，他的这些警告延续了一系列对AI驱动的科技估值飙升的怀疑言论。伯里已披露做空英伟达和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>的头寸，并多次指责大型AI支出公司歪曲数据中心折旧以夸大收益。</p><p>他的最新警告是在英伟达发布强于预期的第三季度业绩并发布由持续AI驱动需求支持的乐观展望后仅几小时发出的。英伟达CEO黄仁勋驳斥了关于AI泡沫的猜测，称其需求基础超出了超大规模数据中心运营商。</p><p>尽管伯里发出警告，但英伟达股价在盘后交易中仍上涨超过5%，提振了更广泛的科技和AI股票，并推高了美国<span>股指期货</span>。</p><p>伯里本周早些时候表示，虽然他的对冲基金公司Scion Asset Management已办理注销注册，但<strong>他仍活跃于市场。</strong></p><p>“这最后一次的尝试本质上就是一个亲朋好友共同拥有的基金。”他在周二写道，“我没有像大多数人那样进行市场推广或管理，也没有试图通过引入我不认识的投资者来扩大<span>资产</span>规模。我不想再次遇到像创办Scion Capital时那样的问题。”</p><p>“我仍在管理我的资金并活跃于市场，”他补充道。</p><p>这位对冲基金经理在2008年成功做空美国住房市场后关闭了之前的公司Scion Capital，并于2013年开设了Scion Asset Management。不久前Scion Asset Management已终止在美国证券交易委员会（SEC）的注册状态，他在X上发帖表示“11月25日将去做更好的事”。</p><p>“我很高兴摆脱合规负担和我的文件引发的广泛误解，”伯里周二写道。“Scion Asset Management并没有关闭，因为它也是我运行其他投资项目的工具。它不再是RIA（注册投资顾问），也不再为外部投资者管理基金。”</p></article></body></html>","source":"tencent","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>没被英伟达财报说服？“大空头”继续炮轰AI：真实需求“少得可笑”</title>\n<style 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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没被英伟达财报说服？“大空头”继续炮轰AI：真实需求“少得可笑”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-20 14:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251120140150a4ae7c32&s=b><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI播客：换个方式听新闻下载mp3音频由扣子空间生成电影《大空头》原型人物迈克尔·伯里（Michael Burry）当地时间周三晚间发出尖锐警告，声称人工智能（AI）的真实终端用户需求远低于各大科技公司所报告的规模。这一评论是在英伟达发布又一轮亮眼的季度财报、引发全球科技股反弹后不久发表的。这位因准确预测2008年次贷危机而闻名的知名投资者分享了一张图表，突出显示了微软（MSFT）、OpenAI、...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251120140150a4ae7c32&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文","MSFT":"微软","NVDA":"英伟达"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251120140150a4ae7c32&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2584907013","content_text":"AI播客：换个方式听新闻下载mp3音频由扣子空间生成电影《大空头》原型人物迈克尔·伯里（Michael Burry）当地时间周三晚间发出尖锐警告，声称人工智能（AI）的真实终端用户需求远低于各大科技公司所报告的规模。这一评论是在英伟达发布又一轮亮眼的季度财报、引发全球科技股反弹后不久发表的。这位因准确预测2008年次贷危机而闻名的知名投资者分享了一张图表，突出显示了微软（MSFT）、OpenAI、甲骨文（ORCL）和英伟达（NVDA）等主要科技巨头之间的AI投资协议。在图片旁边，他指责其中几家公司存在“可疑的收入确认”行为，暗示他们报告的增长可能并未反映真正的市场需求。伯里认为，未来的观察者回顾这段时期时，会将当前的AI热潮视为欺诈而非变革。他认为“真实的终端需求少得可笑”，并声称许多推动AI增长的客户本身就由向他们销售AI技术的公司资助——描绘了一个自我强化的循环，而非可持续的普及应用。在后续帖子中，伯里称OpenAI是整个AI繁荣的“关键支柱”，并质疑这家初创公司审计师的可信度。自11月公开回归以来，他的这些警告延续了一系列对AI驱动的科技估值飙升的怀疑言论。伯里已披露做空英伟达和Palantir的头寸，并多次指责大型AI支出公司歪曲数据中心折旧以夸大收益。他的最新警告是在英伟达发布强于预期的第三季度业绩并发布由持续AI驱动需求支持的乐观展望后仅几小时发出的。英伟达CEO黄仁勋驳斥了关于AI泡沫的猜测，称其需求基础超出了超大规模数据中心运营商。尽管伯里发出警告，但英伟达股价在盘后交易中仍上涨超过5%，提振了更广泛的科技和AI股票，并推高了美国股指期货。伯里本周早些时候表示，虽然他的对冲基金公司Scion Asset Management已办理注销注册，但他仍活跃于市场。“这最后一次的尝试本质上就是一个亲朋好友共同拥有的基金。”他在周二写道，“我没有像大多数人那样进行市场推广或管理，也没有试图通过引入我不认识的投资者来扩大资产规模。我不想再次遇到像创办Scion Capital时那样的问题。”“我仍在管理我的资金并活跃于市场，”他补充道。这位对冲基金经理在2008年成功做空美国住房市场后关闭了之前的公司Scion Capital，并于2013年开设了Scion Asset Management。不久前Scion Asset Management已终止在美国证券交易委员会（SEC）的注册状态，他在X上发帖表示“11月25日将去做更好的事”。“我很高兴摆脱合规负担和我的文件引发的广泛误解，”伯里周二写道。“Scion Asset Management并没有关闭，因为它也是我运行其他投资项目的工具。它不再是RIA（注册投资顾问），也不再为外部投资者管理基金。”","news_type":1,"symbols_score_info":{"NVDA":1.5,"MSFT":0.9,"ORCL":0.9}},"isVote":1,"tweetType":1,"viewCount":5520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377524328186280,"gmtCreate":1733208153548,"gmtModify":1733208155399,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"134415299988000","idStr":"134415299988000"},"themes":[],"title":"","htmlText":"然后订单转向GB300，还是Nvidia","listText":"然后订单转向GB300，还是Nvidia","text":"然后订单转向GB300，还是Nvidia","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/377524328186280","repostId":"1111170527","repostType":4,"repost":{"id":"1111170527","kind":"news","pubTimestamp":1733194825,"share":"https://www.laohunote.com/m/news/1111170527?lang=zh_CN&edition=full","pubTime":"2024-12-03 11:00","market":"us","language":"zh","title":"消息称英伟达GB200芯片量产时间推迟，微软削减40%订单","url":"https://stock-news.laohu8.com/highlight/detail?id=1111170527","media":"IT之家","summary":"GB200 是 Blackwell GPU 架构的一部分。","content":"<html><head></head><body><p>据台媒工商时报报道，<strong>市场传出英伟达下一代 Blackwell 架构芯片 GB200 的量产计划再度遭遇技术瓶颈，而微软将削减订单。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d81637ff7d312bfcf511a4d3732b3bcd\" title=\"\" tg-width=\"600\" tg-height=\"338\"/></p><p style=\"text-align: justify;\">供应链透露，这次出现问题的是背板连接设计，<strong>因美国供应商的 Cartridge 连接器测试良率不佳，量产时间恐再推迟至 2025 年 3 月</strong>。英伟达正积极寻找替代者，不过碍于专利障碍及产能爬坡等问题，恐怕需要一段时间才能解决。</p><p style=\"text-align: justify;\">英伟达 GB200 采用台积电最先进的 CoWoS-L 先进封装技术，并整合高度复杂机柜设计。然而因设计复杂命运多舛，量产时间几经延迟。英伟达日前法说会上指出，Blackwell 生产已全面启动，但现在情况是供应不足，将携手合作伙伴克服。</p><p style=\"text-align: justify;\">报道称，供应链查访显示，微软已开出第一枪，将订单削减了 40%，部分转单至明年中推出的 GB300。</p><p style=\"text-align: justify;\">据了解，GB200 是英伟达 Blackwell GPU 架构的一部分，其性能最高可达前代 H100 GPU 的五倍，尤其是在人工智能方面。GB200 旨在处理大规模机器学习模型，例如用于大型语言模型（LLM）的人工智能训练。不过其功耗相当高，根据冷却配置的不同，需要 700W 到 1200W 的功率。而英伟达的 GB300 将采用全液冷系统，并且还将采用插槽式设计，便于 GPU 的安装和拆卸，与目前的焊接设计不同。</p></body></html>","source":"ithome","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>消息称英伟达GB200芯片量产时间推迟，微软削减40%订单</title>\n<style 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}\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消息称英伟达GB200芯片量产时间推迟，微软削减40%订单\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-03 11:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ithome.com/0/814/929.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据台媒工商时报报道，市场传出英伟达下一代 Blackwell 架构芯片 GB200 的量产计划再度遭遇技术瓶颈，而微软将削减订单。供应链透露，这次出现问题的是背板连接设计，因美国供应商的 Cartridge 连接器测试良率不佳，量产时间恐再推迟至 2025 年 3 月。英伟达正积极寻找替代者，不过碍于专利障碍及产能爬坡等问题，恐怕需要一段时间才能解决。英伟达 GB200 采用台积电最先进的 ...</p>\n\n<a href=\"https://www.ithome.com/0/814/929.htm\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b2ecc643d29637153359008308b86ea","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.ithome.com/0/814/929.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111170527","content_text":"据台媒工商时报报道，市场传出英伟达下一代 Blackwell 架构芯片 GB200 的量产计划再度遭遇技术瓶颈，而微软将削减订单。供应链透露，这次出现问题的是背板连接设计，因美国供应商的 Cartridge 连接器测试良率不佳，量产时间恐再推迟至 2025 年 3 月。英伟达正积极寻找替代者，不过碍于专利障碍及产能爬坡等问题，恐怕需要一段时间才能解决。英伟达 GB200 采用台积电最先进的 CoWoS-L 先进封装技术，并整合高度复杂机柜设计。然而因设计复杂命运多舛，量产时间几经延迟。英伟达日前法说会上指出，Blackwell 生产已全面启动，但现在情况是供应不足，将携手合作伙伴克服。报道称，供应链查访显示，微软已开出第一枪，将订单削减了 40%，部分转单至明年中推出的 GB300。据了解，GB200 是英伟达 Blackwell GPU 架构的一部分，其性能最高可达前代 H100 GPU 的五倍，尤其是在人工智能方面。GB200 旨在处理大规模机器学习模型，例如用于大型语言模型（LLM）的人工智能训练。不过其功耗相当高，根据冷却配置的不同，需要 700W 到 1200W 的功率。而英伟达的 GB300 将采用全液冷系统，并且还将采用插槽式设计，便于 GPU 的安装和拆卸，与目前的焊接设计不同。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":6873,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558259760766556","authorId":"3558259760766556","name":"相信国运","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3558259760766556","idStr":"3558259760766556"},"content":"哥，信仰还能持续到多少价位，我认知不够用了","text":"哥，信仰还能持续到多少价位，我认知不够用了","html":"哥，信仰还能持续到多少价位，我认知不够用了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358896245727344,"gmtCreate":1728661637265,"gmtModify":1728661639117,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"134415299988000","idStr":"134415299988000"},"themes":[],"title":"","htmlText":"to the moon","listText":"to the moon","text":"to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358896245727344","repostId":"1152217055","repostType":4,"repost":{"id":"1152217055","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1728640695,"share":"https://www.laohunote.com/m/news/1152217055?lang=zh_CN&edition=full","pubTime":"2024-10-11 17:58","market":"us","language":"zh","title":"AI工厂，可能让英伟达成为第一家4万亿美元市值的公司！","url":"https://stock-news.laohu8.com/highlight/detail?id=1152217055","media":"老虎资讯综合","summary":"英伟达设想了一种更先进的数据中心形式。","content":"<html><head></head><body><p><em>来源：Motley Fool</em></p><p><em>作者：Jeremy Bowman</em></p><p>本周，英伟达继续吸引目光，该公司在华盛顿特区举办 AI 峰会。为期三天的活动为英伟达提供展示其AI创新的机会，包括现已投入生产的全新 Blackwell 平台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfb6e7fc1672ab21e4a7184433088633\" title=\"\" tg-width=\"640\" tg-height=\"543\"/></p><p>截至10月10日收盘，英伟达市值为 3.31 万亿美元，而黄仁勋对 AI 工厂的愿景和规划可能会推动这家明星企业的估值达到 4 万亿美元，使其成为有史以来第一家实现这一里程碑的公司。</p><p>让我们仔细看看英伟达实现这一目标的计划。</p><p><strong>什么是 AI 工厂？</strong></p><p><strong>英伟达设想了一种新的、更先进的数据中心形式，它被称为 AI 工厂，其目的是获取数据、处理数据、将其转换为模型，最后将其转换为可用的信息，英伟达称之为“代币”。这些 AI 工厂将在英伟达的加速计算平台上运行。</strong></p><p>在这种不断发展的模式中，公司将生产数字智能，以满足客户服务、药物研发、自动驾驶汽车和天气预报等需求。</p><p>此外，主权 AI 正在成为英伟达的另一个巨大市场，各国都在生产自己的人工智能来改善基础设施、安全和通信。</p><p>英伟达认为这些 AI 工厂将对所有行业产生重大影响，从制造业到教育再到金融服务。如果事实证明这是真的，那么该公司几乎已经预定了领先地位。</p><p><strong>为什么英伟达可以主宰 AI 时代</strong></p><p>英伟达在数据中心图形处理单元 （GPU） 市场占据主导地位，到 2023 年估计将占 98%。</p><p>虽然随着 AMD 推出 Mi300 加速器和英特尔最近推出 Gaudi 3，该市场的竞争正在升温，但英伟达继续通过其新的 Blackwell 平台扩大优势。与上一代 Hopper 相比，该平台的速度提高了四倍，功耗也降低了四倍。</p><p>英伟达也是唯一一家为 AI 和加速计算提供全栈解决方案的芯片公司，这要归功于其 GPU 上运行的预构建函数和软件的 CUDA 库。最后，它构建了领先的推理平台，该平台由 OpenAI 的新 o1（AI 初创公司新发布的高级模型）加速。</p><p><strong>英伟达能继续上涨吗？</strong></p><p>英伟达从亲密的合作伙伴服务器提供商 Super Micro Computer 那里得到了一些好消息，该公司表示目前每季度出货量超过 100,000 个 GPU，并指出其超高密度服务器包括 8 个 Nvidia HGX GPU。它还表示，其备受推崇的液体冷却解决方案每个机架最多可容纳 96个英伟达B200 GPU。</p><p>这证明了市场需求仍然强劲。</p><p>虽然一些投资者担心 Microsoft 和 Alphabet 等云基础设施巨头在 AI 上超支，但实际事实继续表明并非如此，像 Blackwell 这样的创新和技术加速应该继续激励 AI 投资。</p><p>领先的生成式人工智能初创公司 OpenAI 在英伟达参与的最新一轮融资中也将其估值几乎翻了一番，达到 1570 亿美元，这也表明 AI 技术市场持续增长。</p><p>黄仁勋对 AI 工厂的愿景正在成为现实，因为像 OpenAI 这样的公司正在竞相构建通用人工智能。这家 AI 芯片制造商可能比您想象的更快达到 4 万亿美元。</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\" />\n<title>AI工厂，可能让英伟达成为第一家4万亿美元市值的公司！</title>\n<style 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}\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\">\nAI工厂，可能让英伟达成为第一家4万亿美元市值的公司！\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\">2024-10-11 17:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>来源：Motley Fool</em></p><p><em>作者：Jeremy Bowman</em></p><p>本周，英伟达继续吸引目光，该公司在华盛顿特区举办 AI 峰会。为期三天的活动为英伟达提供展示其AI创新的机会，包括现已投入生产的全新 Blackwell 平台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfb6e7fc1672ab21e4a7184433088633\" title=\"\" tg-width=\"640\" tg-height=\"543\"/></p><p>截至10月10日收盘，英伟达市值为 3.31 万亿美元，而黄仁勋对 AI 工厂的愿景和规划可能会推动这家明星企业的估值达到 4 万亿美元，使其成为有史以来第一家实现这一里程碑的公司。</p><p>让我们仔细看看英伟达实现这一目标的计划。</p><p><strong>什么是 AI 工厂？</strong></p><p><strong>英伟达设想了一种新的、更先进的数据中心形式，它被称为 AI 工厂，其目的是获取数据、处理数据、将其转换为模型，最后将其转换为可用的信息，英伟达称之为“代币”。这些 AI 工厂将在英伟达的加速计算平台上运行。</strong></p><p>在这种不断发展的模式中，公司将生产数字智能，以满足客户服务、药物研发、自动驾驶汽车和天气预报等需求。</p><p>此外，主权 AI 正在成为英伟达的另一个巨大市场，各国都在生产自己的人工智能来改善基础设施、安全和通信。</p><p>英伟达认为这些 AI 工厂将对所有行业产生重大影响，从制造业到教育再到金融服务。如果事实证明这是真的，那么该公司几乎已经预定了领先地位。</p><p><strong>为什么英伟达可以主宰 AI 时代</strong></p><p>英伟达在数据中心图形处理单元 （GPU） 市场占据主导地位，到 2023 年估计将占 98%。</p><p>虽然随着 AMD 推出 Mi300 加速器和英特尔最近推出 Gaudi 3，该市场的竞争正在升温，但英伟达继续通过其新的 Blackwell 平台扩大优势。与上一代 Hopper 相比，该平台的速度提高了四倍，功耗也降低了四倍。</p><p>英伟达也是唯一一家为 AI 和加速计算提供全栈解决方案的芯片公司，这要归功于其 GPU 上运行的预构建函数和软件的 CUDA 库。最后，它构建了领先的推理平台，该平台由 OpenAI 的新 o1（AI 初创公司新发布的高级模型）加速。</p><p><strong>英伟达能继续上涨吗？</strong></p><p>英伟达从亲密的合作伙伴服务器提供商 Super Micro Computer 那里得到了一些好消息，该公司表示目前每季度出货量超过 100,000 个 GPU，并指出其超高密度服务器包括 8 个 Nvidia HGX GPU。它还表示，其备受推崇的液体冷却解决方案每个机架最多可容纳 96个英伟达B200 GPU。</p><p>这证明了市场需求仍然强劲。</p><p>虽然一些投资者担心 Microsoft 和 Alphabet 等云基础设施巨头在 AI 上超支，但实际事实继续表明并非如此，像 Blackwell 这样的创新和技术加速应该继续激励 AI 投资。</p><p>领先的生成式人工智能初创公司 OpenAI 在英伟达参与的最新一轮融资中也将其估值几乎翻了一番，达到 1570 亿美元，这也表明 AI 技术市场持续增长。</p><p>黄仁勋对 AI 工厂的愿景正在成为现实，因为像 OpenAI 这样的公司正在竞相构建通用人工智能。这家 AI 芯片制造商可能比您想象的更快达到 4 万亿美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/512180c2ec3c658c7fdd089f97330b9e","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152217055","content_text":"来源：Motley Fool作者：Jeremy Bowman本周，英伟达继续吸引目光，该公司在华盛顿特区举办 AI 峰会。为期三天的活动为英伟达提供展示其AI创新的机会，包括现已投入生产的全新 Blackwell 平台。截至10月10日收盘，英伟达市值为 3.31 万亿美元，而黄仁勋对 AI 工厂的愿景和规划可能会推动这家明星企业的估值达到 4 万亿美元，使其成为有史以来第一家实现这一里程碑的公司。让我们仔细看看英伟达实现这一目标的计划。什么是 AI 工厂？英伟达设想了一种新的、更先进的数据中心形式，它被称为 AI 工厂，其目的是获取数据、处理数据、将其转换为模型，最后将其转换为可用的信息，英伟达称之为“代币”。这些 AI 工厂将在英伟达的加速计算平台上运行。在这种不断发展的模式中，公司将生产数字智能，以满足客户服务、药物研发、自动驾驶汽车和天气预报等需求。此外，主权 AI 正在成为英伟达的另一个巨大市场，各国都在生产自己的人工智能来改善基础设施、安全和通信。英伟达认为这些 AI 工厂将对所有行业产生重大影响，从制造业到教育再到金融服务。如果事实证明这是真的，那么该公司几乎已经预定了领先地位。为什么英伟达可以主宰 AI 时代英伟达在数据中心图形处理单元 （GPU） 市场占据主导地位，到 2023 年估计将占 98%。虽然随着 AMD 推出 Mi300 加速器和英特尔最近推出 Gaudi 3，该市场的竞争正在升温，但英伟达继续通过其新的 Blackwell 平台扩大优势。与上一代 Hopper 相比，该平台的速度提高了四倍，功耗也降低了四倍。英伟达也是唯一一家为 AI 和加速计算提供全栈解决方案的芯片公司，这要归功于其 GPU 上运行的预构建函数和软件的 CUDA 库。最后，它构建了领先的推理平台，该平台由 OpenAI 的新 o1（AI 初创公司新发布的高级模型）加速。英伟达能继续上涨吗？英伟达从亲密的合作伙伴服务器提供商 Super Micro Computer 那里得到了一些好消息，该公司表示目前每季度出货量超过 100,000 个 GPU，并指出其超高密度服务器包括 8 个 Nvidia HGX GPU。它还表示，其备受推崇的液体冷却解决方案每个机架最多可容纳 96个英伟达B200 GPU。这证明了市场需求仍然强劲。虽然一些投资者担心 Microsoft 和 Alphabet 等云基础设施巨头在 AI 上超支，但实际事实继续表明并非如此，像 Blackwell 这样的创新和技术加速应该继续激励 AI 投资。领先的生成式人工智能初创公司 OpenAI 在英伟达参与的最新一轮融资中也将其估值几乎翻了一番，达到 1570 亿美元，这也表明 AI 技术市场持续增长。黄仁勋对 AI 工厂的愿景正在成为现实，因为像 OpenAI 这样的公司正在竞相构建通用人工智能。这家 AI 芯片制造商可能比您想象的更快达到 4 万亿美元。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":4969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357571845931176,"gmtCreate":1728307428247,"gmtModify":1728307429932,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"134415299988000","idStr":"134415299988000"},"themes":[],"title":"","htmlText":"都是车轱辘话","listText":"都是车轱辘话","text":"都是车轱辘话","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357571845931176","repostId":"1198050521","repostType":4,"repost":{"id":"1198050521","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1728306798,"share":"https://www.laohunote.com/m/news/1198050521?lang=zh_CN&edition=full","pubTime":"2024-10-07 21:13","market":"hk","language":"zh","title":"高盛首席中国股票策略师：当前买入中国资产的十大理由","url":"https://stock-news.laohu8.com/highlight/detail?id=1198050521","media":"老虎资讯综合","summary":"政策为经济增长和股市托底。","content":"<html><head></head><body><p>高盛首席中国股票策略师刘劲津发表最新点评，陈述了当前买入中国资产的十大理由。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/815838d1f9ce4b95f62328247ffddc2c\" tg-width=\"510\" tg-height=\"195\"/></p><p>具体来看，这十大理由包括：</p><p>第一，“政策底”显现，政策为经济增长和股市托底。</p><p>第二，这一次政策反应与此前有所不同，投资者在很大程度上得到了他们所希望的。</p><p>第三，中国人民银行正在向股市提供前所未有的、非传统的政策支持。</p><p>第四，在两周内上涨了约30%之后，回调风险可能已经上升，但政策转向引发的“重新评级交易”很难就此停止。</p><p>第五，日本市场的经验显示，即使在长期下行的宏观市场环境下，也可以存在强大且可交易的结构性机会。</p><p>第六，中期估值仍蕴含以较低成本看涨经济上行和政策加码的空间。</p><p>第七，害怕错过上涨（FOMO）的情绪还有运行空间，仓位处于低位，资金从发达市场向新兴市场的转移正在进行中。</p><p>第八，企业盈利前景已经适度改善。</p><p>第九，美联储降息50个基点打开了中国货币政策的操作空间，未来中国刺激政策的强度和持续性可能还会继续。</p><p>第十，即便涨势开始动摇，中国股票在投资者投资组合中仍然有一席之地。</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\" />\n<title>高盛首席中国股票策略师：当前买入中国资产的十大理由</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高盛首席中国股票策略师：当前买入中国资产的十大理由\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\">2024-10-07 21:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>高盛首席中国股票策略师刘劲津发表最新点评，陈述了当前买入中国资产的十大理由。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/815838d1f9ce4b95f62328247ffddc2c\" tg-width=\"510\" tg-height=\"195\"/></p><p>具体来看，这十大理由包括：</p><p>第一，“政策底”显现，政策为经济增长和股市托底。</p><p>第二，这一次政策反应与此前有所不同，投资者在很大程度上得到了他们所希望的。</p><p>第三，中国人民银行正在向股市提供前所未有的、非传统的政策支持。</p><p>第四，在两周内上涨了约30%之后，回调风险可能已经上升，但政策转向引发的“重新评级交易”很难就此停止。</p><p>第五，日本市场的经验显示，即使在长期下行的宏观市场环境下，也可以存在强大且可交易的结构性机会。</p><p>第六，中期估值仍蕴含以较低成本看涨经济上行和政策加码的空间。</p><p>第七，害怕错过上涨（FOMO）的情绪还有运行空间，仓位处于低位，资金从发达市场向新兴市场的转移正在进行中。</p><p>第八，企业盈利前景已经适度改善。</p><p>第九，美联储降息50个基点打开了中国货币政策的操作空间，未来中国刺激政策的强度和持续性可能还会继续。</p><p>第十，即便涨势开始动摇，中国股票在投资者投资组合中仍然有一席之地。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb2ed00ac5de2097917e40947bc4a36a","relate_stocks":{"000001.SH":"上证指数","HSI":"恒生指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198050521","content_text":"高盛首席中国股票策略师刘劲津发表最新点评，陈述了当前买入中国资产的十大理由。具体来看，这十大理由包括：第一，“政策底”显现，政策为经济增长和股市托底。第二，这一次政策反应与此前有所不同，投资者在很大程度上得到了他们所希望的。第三，中国人民银行正在向股市提供前所未有的、非传统的政策支持。第四，在两周内上涨了约30%之后，回调风险可能已经上升，但政策转向引发的“重新评级交易”很难就此停止。第五，日本市场的经验显示，即使在长期下行的宏观市场环境下，也可以存在强大且可交易的结构性机会。第六，中期估值仍蕴含以较低成本看涨经济上行和政策加码的空间。第七，害怕错过上涨（FOMO）的情绪还有运行空间，仓位处于低位，资金从发达市场向新兴市场的转移正在进行中。第八，企业盈利前景已经适度改善。第九，美联储降息50个基点打开了中国货币政策的操作空间，未来中国刺激政策的强度和持续性可能还会继续。第十，即便涨势开始动摇，中国股票在投资者投资组合中仍然有一席之地。","news_type":1,"symbols_score_info":{"000001.SH":1.1,"HSI":1.1}},"isVote":1,"tweetType":1,"viewCount":5409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322901682417848,"gmtCreate":1719842431730,"gmtModify":1719842433880,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"134415299988000","idStr":"134415299988000"},"themes":[],"title":"","htmlText":"那还不多买点","listText":"那还不多买点","text":"那还不多买点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322901682417848","isVote":1,"tweetType":1,"viewCount":5559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320930199441584,"gmtCreate":1719387786155,"gmtModify":1719387787789,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"134415299988000","idStr":"134415299988000"},"themes":[],"title":"","htmlText":"byd","listText":"byd","text":"byd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320930199441584","repostId":"1106545406","repostType":4,"repost":{"id":"1106545406","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1719386903,"share":"https://www.laohunote.com/m/news/1106545406?lang=zh_CN&edition=full","pubTime":"2024-06-26 15:28","market":"us","language":"zh","title":"传特斯拉正考虑放弃在德克萨斯州生产4680电池","url":"https://stock-news.laohu8.com/highlight/detail?id=1106545406","media":"老虎资讯综合","summary":"转而向外部供应商采购。","content":"<html><head></head><body><p>有消息称，由于能量密度和充电性能不尽人意，且成本更高，特斯拉正在考虑停止在德克萨斯州Giga Texas工厂生产4680电池。如果降本无法在年底前达到预期效果，特斯拉将放弃4680电池生产，转而向外部供应商采购。 (Autoevolution)</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\" />\n<title>传特斯拉正考虑放弃在德克萨斯州生产4680电池</title>\n<style 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15:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>有消息称，由于能量密度和充电性能不尽人意，且成本更高，特斯拉正在考虑停止在德克萨斯州Giga Texas工厂生产4680电池。如果降本无法在年底前达到预期效果，特斯拉将放弃4680电池生产，转而向外部供应商采购。 (Autoevolution)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/896ef397778f0b24bb88f023053f86de","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106545406","content_text":"有消息称，由于能量密度和充电性能不尽人意，且成本更高，特斯拉正在考虑停止在德克萨斯州Giga Texas工厂生产4680电池。如果降本无法在年底前达到预期效果，特斯拉将放弃4680电池生产，转而向外部供应商采购。 (Autoevolution)","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":4881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":318220521664720,"gmtCreate":1718730134458,"gmtModify":1718730135750,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"134415299988000","idStr":"134415299988000"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 第一了！","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 第一了！","text":"$英伟达(NVDA)$ 第一了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318220521664720","isVote":1,"tweetType":1,"viewCount":4695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317659954241616,"gmtCreate":1718592748761,"gmtModify":1718592750207,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"134415299988000","idStr":"134415299988000"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a> 夜盘流动性很差吗？买不进来，报价比市价高一点儿。","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a> 夜盘流动性很差吗？买不进来，报价比市价高一点儿。","text":"$台积电(TSM)$ 夜盘流动性很差吗？买不进来，报价比市价高一点儿。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317659954241616","isVote":1,"tweetType":1,"viewCount":4973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309050953122096,"gmtCreate":1716479719659,"gmtModify":1716479990335,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"134415299988000","idStr":"134415299988000"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 老黄太威武！","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 老黄太威武！","text":"$英伟达(NVDA)$ 老黄太威武！","images":[{"img":"https://static.tigerbbs.com/d0aca5e076d579b1c2cdd5a65b077f9d","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309050953122096","isVote":1,"tweetType":1,"viewCount":4233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":306891220889664,"gmtCreate":1715959184381,"gmtModify":1715959987442,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"134415299988000","idStr":"134415299988000"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a> 来晚了","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a> 来晚了","text":"$Faraday Future(FFIE)$ 来晚了","images":[{"img":"https://static.tigerbbs.com/5e709debfe587a213baebb6983c1848c","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306891220889664","isVote":1,"tweetType":1,"viewCount":3263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":305298126761984,"gmtCreate":1715570259988,"gmtModify":1715570261963,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"134415299988000","idStr":"134415299988000"},"themes":[],"title":"","htmlText":"中国电动车出口到美国能有几辆？其实没有影响。","listText":"中国电动车出口到美国能有几辆？其实没有影响。","text":"中国电动车出口到美国能有几辆？其实没有影响。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305298126761984","repostId":"1148020011","repostType":4,"repost":{"id":"1148020011","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1715565003,"share":"https://www.laohunote.com/m/news/1148020011?lang=zh_CN&edition=full","pubTime":"2024-05-13 09:50","market":"hk","language":"zh","title":"港股汽车股跌幅持续扩大，小鹏汽车跌超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1148020011","media":"老虎资讯综合","summary":"5月13日，港股汽车股跌幅持续扩大，$小鹏汽车-W(09868)$跌超6%，$蔚来-SW(09866)$跌超4%，$理想汽车-W(02015)$跌超3%。消息面上，乘联会数据显示，4月全国乘用车市场零售153.2万辆，同比下降5.7%，环比下降9.4%。今年以来累计零售636.4万辆，同比增长8.0%。4月全国乘用车厂商批发销量195.2万辆，同比增长9.8%，环比下降11.2%。此外，据报道，美国拟对中国电动汽车征收四倍关税，预计会将关税税率从25%提高到大约100%。","content":"<html><head></head><body><p>5月13日，港股汽车股跌幅持续扩大，<a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a>跌超6%，<a href=\"https://laohu8.com/S/09866\">蔚来-SW</a>跌超4%，<a href=\"https://laohu8.com/S/02015\">理想汽车-W</a>跌超3%。</p><p>消息面上，乘联会数据显示，4月全国乘用车市场零售153.2万辆，同比下降5.7%，环比下降9.4%。今年以来累计零售636.4万辆，同比增长8.0%。4月全国乘用车厂商批发销量195.2万辆，同比增长9.8%，环比下降11.2%。此外，据报道，美国拟对中国电动汽车征收四倍关税，预计会将关税税率从25%提高到大约100%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f55f38a7d33078e611cc91d9e780323\" tg-width=\"408\" tg-height=\"201\"/></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\" />\n<title>港股汽车股跌幅持续扩大，小鹏汽车跌超6%</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港股汽车股跌幅持续扩大，小鹏汽车跌超6%\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\">2024-05-13 09:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月13日，港股汽车股跌幅持续扩大，<a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a>跌超6%，<a href=\"https://laohu8.com/S/09866\">蔚来-SW</a>跌超4%，<a href=\"https://laohu8.com/S/02015\">理想汽车-W</a>跌超3%。</p><p>消息面上，乘联会数据显示，4月全国乘用车市场零售153.2万辆，同比下降5.7%，环比下降9.4%。今年以来累计零售636.4万辆，同比增长8.0%。4月全国乘用车厂商批发销量195.2万辆，同比增长9.8%，环比下降11.2%。此外，据报道，美国拟对中国电动汽车征收四倍关税，预计会将关税税率从25%提高到大约100%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f55f38a7d33078e611cc91d9e780323\" tg-width=\"408\" tg-height=\"201\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a530a2a17bc301499c9e286759c5657e","relate_stocks":{"BK4505":"高瓴资本持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK1119":"汽车制造商","BK4588":"碎股","07226":"南方两倍做多恒科","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","YANG":"三倍做空富时中国ETF-Direxion","BK4551":"寇图资本持仓","BK1588":"回港中概股","BK1610":"ETF&股票定投概念","BK1575":"同股不同权","09868":"小鹏集团-W","BK4099":"汽车制造商","BK4526":"热门中概股","BK1587":"次新股","BK4585":"ETF&股票定投概念","XPEV":"小鹏集团","YINN":"三倍做多富时中国ETF-Direxion","BK4555":"新能源车","BK1539":"汽车股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148020011","content_text":"5月13日，港股汽车股跌幅持续扩大，小鹏汽车-W跌超6%，蔚来-SW跌超4%，理想汽车-W跌超3%。消息面上，乘联会数据显示，4月全国乘用车市场零售153.2万辆，同比下降5.7%，环比下降9.4%。今年以来累计零售636.4万辆，同比增长8.0%。4月全国乘用车厂商批发销量195.2万辆，同比增长9.8%，环比下降11.2%。此外，据报道，美国拟对中国电动汽车征收四倍关税，预计会将关税税率从25%提高到大约100%。","news_type":1,"symbols_score_info":{"EVS.SI":0.6,"07226":1,"YANG":1,"YINN":1,"XPEV":1,"09868":1}},"isVote":1,"tweetType":1,"viewCount":5509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289230957736104,"gmtCreate":1711635924667,"gmtModify":1711635926389,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"134415299988000","idStr":"134415299988000"},"themes":[],"title":"","htmlText":"2万了","listText":"2万了","text":"2万了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289230957736104","repostId":"1180205498","repostType":4,"repost":{"id":"1180205498","kind":"news","pubTimestamp":1711635150,"share":"https://www.laohunote.com/m/news/1180205498?lang=zh_CN&edition=full","pubTime":"2024-03-28 22:12","market":"hk","language":"zh","title":"雷军：小米汽车4分钟大定破1万辆，27分钟大定突破5万辆","url":"https://stock-news.laohu8.com/highlight/detail?id=1180205498","media":"新浪科技","summary":"小米汽车发布会后，1分钟就有10万人加心愿单，用户的热情是很高的。","content":"<html><head></head><body><p>周四，小米集团ADR开盘后快速拉升，截至发稿涨超5%。小米CEO雷军接受媒体采访时表示，小米汽车发布会后，1分钟就有10万人加心愿单，用户的热情是很高的。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b18b6a469699ea7eead070edbc1fc97\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">雷军透露，4分钟大定破了1万。而据最新消息，上市27分钟大定突破5万台。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7d23b61e082b28f2345fed5d842fa80\" tg-width=\"415\" tg-height=\"652\"/></p></body></html>","source":"sina_tech","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>雷军：小米汽车4分钟大定破1万辆，27分钟大定突破5万辆</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; 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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雷军：小米汽车4分钟大定破1万辆，27分钟大定突破5万辆\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-28 22:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/it/2024-03-28/doc-inapwvcn5368255.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周四，小米集团ADR开盘后快速拉升，截至发稿涨超5%。小米CEO雷军接受媒体采访时表示，小米汽车发布会后，1分钟就有10万人加心愿单，用户的热情是很高的。雷军透露，4分钟大定破了1万。而据最新消息，上市27分钟大定突破5万台。</p>\n\n<a href=\"https://finance.sina.com.cn/tech/it/2024-03-28/doc-inapwvcn5368255.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/89a1028cd7cccaacf403ad8b1820ce7e","relate_stocks":{"XIACY":"小米集团ADR","01810":"小米集团-W"},"source_url":"https://finance.sina.com.cn/tech/it/2024-03-28/doc-inapwvcn5368255.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180205498","content_text":"周四，小米集团ADR开盘后快速拉升，截至发稿涨超5%。小米CEO雷军接受媒体采访时表示，小米汽车发布会后，1分钟就有10万人加心愿单，用户的热情是很高的。雷军透露，4分钟大定破了1万。而据最新消息，上市27分钟大定突破5万台。","news_type":1,"symbols_score_info":{"XIACY":1.1,"01810":1.1}},"isVote":1,"tweetType":1,"viewCount":2466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282137186103448,"gmtCreate":1709909654923,"gmtModify":1709909655964,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"134415299988000","idStr":"134415299988000"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 你醒啦！","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 你醒啦！","text":"$美国超微公司(AMD)$ 你醒啦！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282137186103448","isVote":1,"tweetType":1,"viewCount":3870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282134353784864,"gmtCreate":1709908840019,"gmtModify":1709908841244,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"134415299988000","idStr":"134415299988000"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 莫非今晚就到1000？","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 莫非今晚就到1000？","text":"$英伟达(NVDA)$ 莫非今晚就到1000？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/282134353784864","isVote":1,"tweetType":1,"viewCount":8632,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575932723568074","authorId":"3575932723568074","name":"6f5179bb","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3575932723568074","idStr":"3575932723568074"},"content":"去拜拜黄教主","text":"去拜拜黄教主","html":"去拜拜黄教主"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":377524328186280,"gmtCreate":1733208153548,"gmtModify":1733208155399,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"134415299988000","idStr":"134415299988000"},"themes":[],"title":"","htmlText":"然后订单转向GB300，还是Nvidia","listText":"然后订单转向GB300，还是Nvidia","text":"然后订单转向GB300，还是Nvidia","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/377524328186280","repostId":"1111170527","repostType":4,"repost":{"id":"1111170527","kind":"news","pubTimestamp":1733194825,"share":"https://www.laohunote.com/m/news/1111170527?lang=zh_CN&edition=full","pubTime":"2024-12-03 11:00","market":"us","language":"zh","title":"消息称英伟达GB200芯片量产时间推迟，微软削减40%订单","url":"https://stock-news.laohu8.com/highlight/detail?id=1111170527","media":"IT之家","summary":"GB200 是 Blackwell GPU 架构的一部分。","content":"<html><head></head><body><p>据台媒工商时报报道，<strong>市场传出英伟达下一代 Blackwell 架构芯片 GB200 的量产计划再度遭遇技术瓶颈，而微软将削减订单。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d81637ff7d312bfcf511a4d3732b3bcd\" title=\"\" tg-width=\"600\" tg-height=\"338\"/></p><p style=\"text-align: justify;\">供应链透露，这次出现问题的是背板连接设计，<strong>因美国供应商的 Cartridge 连接器测试良率不佳，量产时间恐再推迟至 2025 年 3 月</strong>。英伟达正积极寻找替代者，不过碍于专利障碍及产能爬坡等问题，恐怕需要一段时间才能解决。</p><p style=\"text-align: justify;\">英伟达 GB200 采用台积电最先进的 CoWoS-L 先进封装技术，并整合高度复杂机柜设计。然而因设计复杂命运多舛，量产时间几经延迟。英伟达日前法说会上指出，Blackwell 生产已全面启动，但现在情况是供应不足，将携手合作伙伴克服。</p><p style=\"text-align: justify;\">报道称，供应链查访显示，微软已开出第一枪，将订单削减了 40%，部分转单至明年中推出的 GB300。</p><p style=\"text-align: justify;\">据了解，GB200 是英伟达 Blackwell GPU 架构的一部分，其性能最高可达前代 H100 GPU 的五倍，尤其是在人工智能方面。GB200 旨在处理大规模机器学习模型，例如用于大型语言模型（LLM）的人工智能训练。不过其功耗相当高，根据冷却配置的不同，需要 700W 到 1200W 的功率。而英伟达的 GB300 将采用全液冷系统，并且还将采用插槽式设计，便于 GPU 的安装和拆卸，与目前的焊接设计不同。</p></body></html>","source":"ithome","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>消息称英伟达GB200芯片量产时间推迟，微软削减40%订单</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消息称英伟达GB200芯片量产时间推迟，微软削减40%订单\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-03 11:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ithome.com/0/814/929.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据台媒工商时报报道，市场传出英伟达下一代 Blackwell 架构芯片 GB200 的量产计划再度遭遇技术瓶颈，而微软将削减订单。供应链透露，这次出现问题的是背板连接设计，因美国供应商的 Cartridge 连接器测试良率不佳，量产时间恐再推迟至 2025 年 3 月。英伟达正积极寻找替代者，不过碍于专利障碍及产能爬坡等问题，恐怕需要一段时间才能解决。英伟达 GB200 采用台积电最先进的 ...</p>\n\n<a href=\"https://www.ithome.com/0/814/929.htm\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b2ecc643d29637153359008308b86ea","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.ithome.com/0/814/929.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111170527","content_text":"据台媒工商时报报道，市场传出英伟达下一代 Blackwell 架构芯片 GB200 的量产计划再度遭遇技术瓶颈，而微软将削减订单。供应链透露，这次出现问题的是背板连接设计，因美国供应商的 Cartridge 连接器测试良率不佳，量产时间恐再推迟至 2025 年 3 月。英伟达正积极寻找替代者，不过碍于专利障碍及产能爬坡等问题，恐怕需要一段时间才能解决。英伟达 GB200 采用台积电最先进的 CoWoS-L 先进封装技术，并整合高度复杂机柜设计。然而因设计复杂命运多舛，量产时间几经延迟。英伟达日前法说会上指出，Blackwell 生产已全面启动，但现在情况是供应不足，将携手合作伙伴克服。报道称，供应链查访显示，微软已开出第一枪，将订单削减了 40%，部分转单至明年中推出的 GB300。据了解，GB200 是英伟达 Blackwell GPU 架构的一部分，其性能最高可达前代 H100 GPU 的五倍，尤其是在人工智能方面。GB200 旨在处理大规模机器学习模型，例如用于大型语言模型（LLM）的人工智能训练。不过其功耗相当高，根据冷却配置的不同，需要 700W 到 1200W 的功率。而英伟达的 GB300 将采用全液冷系统，并且还将采用插槽式设计，便于 GPU 的安装和拆卸，与目前的焊接设计不同。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":6873,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558259760766556","authorId":"3558259760766556","name":"相信国运","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3558259760766556","idStr":"3558259760766556"},"content":"哥，信仰还能持续到多少价位，我认知不够用了","text":"哥，信仰还能持续到多少价位，我认知不够用了","html":"哥，信仰还能持续到多少价位，我认知不够用了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875046230,"gmtCreate":1637592004552,"gmtModify":1637592004552,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"134415299988000","idStr":"134415299988000"},"themes":[],"title":"","htmlText":"@明略科技 看看","listText":"@明略科技 看看","text":"@明略科技 看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/875046230","repostId":"1195158269","repostType":4,"repost":{"id":"1195158269","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637591890,"share":"https://www.laohunote.com/m/news/1195158269?lang=zh_CN&edition=full","pubTime":"2021-11-22 22:38","market":"hk","language":"zh","title":"据港交所文件：商汤科技通过港交所上市聆讯","url":"https://stock-news.laohu8.com/highlight/detail?id=1195158269","media":"老虎资讯综合","summary":"11月22日，据港交所文件：商汤科技通过港交所上市聆讯。\n\n商汤科技早于8月底已向港交所提交初步招股文件。商汤科技、旷视科技、云从科技、依图科技被业界称为“AI四小龙”。\n商汤科技成立于2014年10","content":"<p>11月22日，据港交所文件：商汤科技通过港交所上市聆讯。</p>\n<p><img src=\"https://static.tigerbbs.com/3536ab9f0d3a99962b3191f81030dd38\" tg-width=\"1172\" tg-height=\"120\" referrerpolicy=\"no-referrer\"></p>\n<p>商汤科技早于8月底已向港交所提交初步招股文件。商汤科技、旷视科技、云从科技、依图科技被业界称为“AI四小龙”。</p>\n<p>商汤科技成立于2014年10月，主营业务主要集中在计算机视觉领域。比如人脸识别、身份识别等。</p>\n<p>此前，商汤科技在今年8月份，向港交所提交了招股书，正式冲刺IPO。</p>\n<p>根据最新招股书上的信息显示，2018年到2021年上半年，商汤科技经调整的亏损净额分别为2.21亿元、10.37亿元、8.78亿元以及7.26亿元，三年半累计亏损28.62亿元。</p>","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>据港交所文件：商汤科技通过港交所上市聆讯</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据港交所文件：商汤科技通过港交所上市聆讯\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\">2021-11-22 22:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月22日，据港交所文件：商汤科技通过港交所上市聆讯。</p>\n<p><img src=\"https://static.tigerbbs.com/3536ab9f0d3a99962b3191f81030dd38\" tg-width=\"1172\" tg-height=\"120\" referrerpolicy=\"no-referrer\"></p>\n<p>商汤科技早于8月底已向港交所提交初步招股文件。商汤科技、旷视科技、云从科技、依图科技被业界称为“AI四小龙”。</p>\n<p>商汤科技成立于2014年10月，主营业务主要集中在计算机视觉领域。比如人脸识别、身份识别等。</p>\n<p>此前，商汤科技在今年8月份，向港交所提交了招股书，正式冲刺IPO。</p>\n<p>根据最新招股书上的信息显示，2018年到2021年上半年，商汤科技经调整的亏损净额分别为2.21亿元、10.37亿元、8.78亿元以及7.26亿元，三年半累计亏损28.62亿元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195158269","content_text":"11月22日，据港交所文件：商汤科技通过港交所上市聆讯。\n\n商汤科技早于8月底已向港交所提交初步招股文件。商汤科技、旷视科技、云从科技、依图科技被业界称为“AI四小龙”。\n商汤科技成立于2014年10月，主营业务主要集中在计算机视觉领域。比如人脸识别、身份识别等。\n此前，商汤科技在今年8月份，向港交所提交了招股书，正式冲刺IPO。\n根据最新招股书上的信息显示，2018年到2021年上半年，商汤科技经调整的亏损净额分别为2.21亿元、10.37亿元、8.78亿元以及7.26亿元，三年半累计亏损28.62亿元。","news_type":1,"symbols_score_info":{"90006":0.9}},"isVote":1,"tweetType":1,"viewCount":2013,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566783132096728","authorId":"3566783132096728","name":"滨浦八虎","avatar":"https://static.tigerbbs.com/bddd483a695fc16dec7a90cbc678aa24","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3566783132096728","idStr":"3566783132096728"},"content":"找不到明略科技","text":"找不到明略科技","html":"找不到明略科技"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282134353784864,"gmtCreate":1709908840019,"gmtModify":1709908841244,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"134415299988000","idStr":"134415299988000"},"themes":[],"title":"","htmlText":"<a 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