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qqshuang

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0勋章

01-25

$Destiny Tech100 Inc(DXYZ)$

04-13

$Meta Platforms, Inc.(META)$

10-29

这篇文章不错，转发给大家看看

Sector Update: Healthcare<blockquote>行业更新：医疗保健</blockquote>

08-05

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标普500续刷高点，闪迪、西部数据业绩放榜，三大事件博弈决定AI牛市叙事

2024-07-14

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@ETF小帮手:成长型ETF与价值型ETF有什么区别？

2022-06-30

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抱歉，原内容已删除

2021-02-16

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@jokershen:$世纪赌场(CNTY)$ 换手率太低

去老虎APP查看更多动态

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most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1793122526,"share":"https://www.laohunote.com/m/news/2678102169?lang=zh_CN&edition=full","pubTime":"2026-10-28 01:35","market":"fut","language":"en","title":"Sector Update: Healthcare<blockquote>行业更新：医疗保健</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2678102169","media":"MT Newswires Live","summary":"Healthcare stocks were lower Tuesday afternoon, with the NYSE Healthcare Index and the State Street Health Care Select Sector SPDR ETF  each down about 0.1%.The iShares Biotechnology ETF  rose 1.1%.In corporate news, Novo Nordisk  failed to convince a US judge to block Eli Lilly  from running weight-loss and diabetes drug ads it called false and misleading, multiple news outlets reported Tuesday, citing court proceedings. Novo shares were down 1%, and Lilly rose 0.2%.","content":"<p><html><body> Healthcare stocks were lower Tuesday afternoon, with the NYSE Healthcare Index and the State Street Health Care Select Sector SPDR ETF (XLV) each down about 0.1%.</p><p><blockquote><html><body>医疗保健股周二下午走低，纽约证券交易所医疗保健指数和道富银行医疗保健精选行业 SPDR ETF (XLV) 均下跌约 0.1%。</body></html></blockquote></p><p>The <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Biotechnology ETF (IBB) rose 1.1%.</p><p><blockquote>这个<a href=\"https://laohu8.com/S/EEMA\">iShares</a>生物技术 ETF (IBB) 上涨 1.1%。</blockquote></p><p>In corporate news, Novo Nordisk (NVO) failed to convince a US judge to block Eli Lilly (LLY) from running weight-loss and diabetes drug ads it called false and misleading, multiple news outlets reported Tuesday, citing court proceedings. Novo shares were down 1%, and Lilly rose 0.2%.</p><p><blockquote>在企业新闻方面，多家新闻机构周二援引法庭诉讼报道称，诺和诺德 (NVO) 未能说服美国法官阻止礼来公司 (LLY) 投放其称之为虚假和误导性的减肥和糖尿病药物广告。Novo 股价下跌 1%，礼来公司股价上涨 0.2%。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"mtnewswires_news","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>Sector Update: Healthcare<blockquote>行业更新：医疗保健</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nSector Update: Healthcare<blockquote>行业更新：医疗保健</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time smaller\">2026-10-28 01:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body> Healthcare stocks were lower Tuesday afternoon, with the NYSE Healthcare Index and the State Street Health Care Select Sector SPDR ETF (XLV) each down about 0.1%.</p><p><blockquote><html><body>医疗保健股周二下午走低，纽约证券交易所医疗保健指数和道富银行医疗保健精选行业 SPDR ETF (XLV) 均下跌约 0.1%。</body></html></blockquote></p><p>The <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Biotechnology ETF (IBB) rose 1.1%.</p><p><blockquote>这个<a href=\"https://laohu8.com/S/EEMA\">iShares</a>生物技术 ETF (IBB) 上涨 1.1%。</blockquote></p><p>In corporate news, Novo Nordisk (NVO) failed to convince a US judge to block Eli Lilly (LLY) from running weight-loss and diabetes drug ads it called false and misleading, multiple news outlets reported Tuesday, citing court proceedings. Novo shares were down 1%, and Lilly rose 0.2%.</p><p><blockquote>在企业新闻方面，多家新闻机构周二援引法庭诉讼报道称，诺和诺德 (NVO) 未能说服美国法官阻止礼来公司 (LLY) 投放其称之为虚假和误导性的减肥和糖尿病药物广告。Novo 股价下跌 1%，礼来公司股价上涨 0.2%。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0471298694.HKD":"BGF NUTRITION \"A2\" (HKD) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","PPH":"VanEck Pharmaceutical ETF","XBI":"SPDR S&P Biotech ETF","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B4R5TH58.HKD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (HKD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2265009873.SGD":"Eastspring Investments - 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Novo shares were down 1%, and Lilly rose 0.2%.","news_type":1,"symbols_score_info":{"PPH":0.6,"IHE":0.6,"PJP":0.6,"FHLC":0.6,"ILDR":0.6,"HRTS":0.6,"XLV":1.91,"THNR":0.6,"IYH":0.6,"LABU":0.6,"LLY":1.94,"FTXH":0.6,"MHIP":0.6,"NVOC":0.6,"LLYX":0.6,"VHT":0.6,"IXJ":0.6,"RXL":0.6,"TRUH":0.6,"WDNA":0.6,"XBI":0.6,"LLYZ":0.6,"OZEM":0.6,"AGNG":0.6,"TMED":0.6,"IBB":1.91,"NVOH":0.6,"MEDX":0.6,"ELIL":0.6,"LLII":0.6,"NVO":1.96,"NVOX":0.6,"MEDI":0.6,"CANC":0.6,"GDOC":0.6,"JDOC":0.6,"CURE":0.6,"ELIS":0.6}},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593615413536056,"gmtCreate":1785942413589,"gmtModify":1785942415284,"author":{"id":"284561557695900","authorId":"284561557695900","name":"qqshuang","avatar":"https://static.tigerbbs.com/2c384cb56bb488959b794fd0b9ea72f5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"284561557695900","idStr":"284561557695900"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593615413536056","repostId":"2657254016","repostType":2,"repost":{"id":"2657254016","kind":"news","pubTimestamp":1785937543,"share":"https://www.laohunote.com/m/news/2657254016?lang=zh_CN&edition=full","pubTime":"2026-08-05 21:45","market":"sh","language":"zh","title":"标普500续刷高点，闪迪、西部数据业绩放榜，三大事件博弈决定AI牛市叙事","url":"https://stock-news.laohu8.com/highlight/detail?id=2657254016","media":"智通财经","summary":"若涨势延续至收盘，标普500指数有望连续第二个交易日创下历史新高。这两家公司的股价在强劲的财报发布后大幅上涨，但闪迪类似的业绩能否引发股价类似上涨仍待观察。分析师们普遍预计西部数据业绩将大幅超出预期并上调展望。7月闪迪股价暴跌47%，市值蒸发超1500亿美元，创2025年2月上市以来最糟糕单月表现。期权市场预计财报发布后闪迪股价可能出现约14%的波动。财报公布后，AMD股价盘初下挫5%。","content":"<html><head></head><body><p style=\"text-align: left;\">周三开盘，美股三大指数全线走强，道指涨0.33%，纳指涨0.43%，标普500涨0.45%。若涨势延续至收盘，标普500指数有望连续第二个交易日创下历史新高。Truist Advisory Services首席投资官Keith Lerner表示：“现有证据仍然支持我们对牛市抱有信心。盈利仍然是我们关注的焦点，经济持续展现韧性，市场广度不断扩大，估值过高的问题也已基本得到解决。”</p><p style=\"text-align: left;\"><strong>油价走低与美伊谈判进展：三大期指温和走高，标普有望冲击历史新高</strong></p><p style=\"text-align: left;\">截至发稿，道指盘初涨0.33%，纳指涨0.43%，标普500涨0.45%。前一个交易日，标普500指数已收涨1.79%至7736.51点，创下6月以来首次历史收盘新高。</p><p style=\"text-align: left;\">推动市场情绪的核心因素包括：特朗普表示与伊朗的谈判“进展非常顺利”，暗示霍尔木兹海峡有望重新开放;美国海关已退回约1000亿美元此前根据《国际紧急经济权力法》征收的关税。油价与金银价格同步上涨，伦敦金现涨2.08%至4166.77美元/盎司。</p><p style=\"text-align: left;\">WTI原油价格小幅上涨0.3%至每桶76美元左右。此前美国总统特朗普表示与伊朗的谈判“进展非常顺利”，地缘政治风险边际缓和为市场提供了支撑。</p><p style=\"text-align: left;\"><strong>事件一：存储芯片“超级周期”迎终极大考，<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>与<a href=\"https://laohu8.com/S/WDC\">西部数据</a>财报今夜揭晓</strong></p><p style=\"text-align: left;\">存储芯片板块是今日盘后的绝对焦点。盘后，两家AI存储明星股——闪迪(SNDK.US)与西部数据(WDC.US)——将同时发布财报，成为市场最核心的焦点。这两家公司都是今年基准指数上涨的主要贡献者，市场正屏息等待财报来验证AI存储周期的可持续性。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15d7f7f66b8166da053943db798485b7\" title=\"\" tg-width=\"615\" tg-height=\"749\"/></p><p style=\"text-align: left;\">市场普遍预期闪迪将公布利润和营收大幅增长，更重要的是，在<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)和<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)等科技巨头上周承诺继续大力投资人工智能计算基础设施之后，闪迪预计也将给出乐观的业绩指引。这两家公司的股价在强劲的财报发布后大幅上涨，但闪迪类似的业绩能否引发股价类似上涨仍待观察。</p><p style=\"text-align: left;\">闪迪此前官方指引显示，Q4营收在77.5亿至82.5亿美元之间，环比增长约34%，较上年同期暴增逾320%;非GAAP毛利率预计79%至81%，非GAAP摊薄每股收益为30至33美元。华尔街预期更为激进：市场一致预期营收83.9亿美元，环比增长41%;预期每股收益33.01美元，环比增长43%。Seeking Alpha旗下Cavenagh Research则给出了更高的预测——营收84亿至87亿美元，非GAAP每股收益约36美元。</p><p style=\"text-align: left;\">西部数据方面，分析师预计第四财季营收37.1亿美元，同比增长43%，调整后每股收益3.35美元，较去年同期几乎翻番。分析师们普遍预计西部数据业绩将大幅超出预期并上调展望。</p><p style=\"text-align: left;\">7月闪迪股价暴跌47%，市值蒸发超1500亿美元，创2025年2月上市以来最糟糕单月表现。但本周该股已连续两日反弹，周一上涨6%，周二再涨11%。期权市场预计财报发布后闪迪股价可能出现约14%的波动。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62ac75098c5d96b2b5e12359914c800a\" title=\"\" tg-width=\"643\" tg-height=\"535\"/></p><p style=\"text-align: left;\">FactSet数据显示，已公布财报的61%标普500成分股中，86%盈利优于预期，整体盈利年增率超过47%，广度和幅度均创近五年最佳单季表现。</p><p style=\"text-align: left;\"><strong>事件二：SpaceX重挫逾12%，首份季报遇上史上最大解禁</strong></p><p style=\"text-align: left;\">SpaceX(SPCX.US)盘初交易时段股价暴跌超12%。尽管公司上市后首份季报表现亮眼——二季度收入78亿美元，同比增长92%;调整后EBITDA为35亿美元，同比增长191%——但AI业务运营亏损12.6亿美元及资本开支183.7亿美元引发市场忧虑。</p><p style=\"text-align: left;\">更大的压力来自明日即将到来的限售股解禁。SpaceX多达9.12亿股禁售股将于美东时间周四解禁，按8月4日收盘价125.33美元计算，解禁市值约1140亿美元，相当于当前流通盘的1.4倍——这将是美国资本市场历史上最大规模的锁定期解禁。业内预期近阶段将出现大量抛售，一些IPO前投资者正寻求套现以抢购Anthropic和OpenAI等企业的私募股票。</p><p style=\"text-align: left;\">S3 Partners数据显示，截至7月29日，SpaceX空头头寸已达2.193亿股，占可公开交易股票的34%，较6月16日的2330万股激增逾840%。</p><p style=\"text-align: left;\">Renaissance Capital高级策略师Matt Kennedy表示：“SpaceX的员工和早期投资者将很难抗拒出售股票的机会，因为他们手握巨额收益。”机构经纪公司R.F. Lafferty &amp; Co.首席执行官Robert Hackel透露，已有大量早期投资者来电，希望套现SpaceX股份以抢购OpenAI、Anthropic等即将IPO的AI企业私募股票。</p><p style=\"text-align: left;\"><strong>事件三：<a href=\"https://laohu8.com/S/AMD\">AMD</a>指引未达激进预期股价下跌</strong></p><p style=\"text-align: left;\">AMD(AMD.US)周二盘后公布财报，Q2营收同比增长50%至115.36亿美元，高于预期的113亿美元，创历史新高。数据中心营收达67亿美元，同比增长107%，营收占比达58%。然而，问题出在Q3指引。AMD预计第三季度营收约130亿美元，上下浮动3亿美元。尽管这一指引高于华尔街平均预期的125亿美元，但部分激进投资者此前已将预期推高至远高于130亿美元的水平。财报公布后，AMD股价盘初下挫5%。</p><p style=\"text-align: left;\">CEO苏姿丰在财报电话会上强调，数据中心业务将在2027年实现“超过一倍增长”，AI相关市场规模将在2030年达到1.4万亿美元。但市场似乎更关心短期节奏。今年以来AMD已累计上涨超一倍，高估值意味着任何“不完美”都会被放大。</p><p style=\"text-align: left;\"><strong>结语</strong></p><p style=\"text-align: left;\">今日美股盘前呈现一幅微妙的图景：宏观层面，三大指数温和上扬，财报季整体盈利增速超47%为市场提供了坚实支撑;微观层面，个股的极端分化揭示了当前市场的核心矛盾——“超预期”已不再是护身符，市场正在用最苛刻的标准重新审视每一份财报和每一则指引。</p><p style=\"text-align: left;\">SpaceX的暴跌是一场“解禁预期”对“亮眼财报”的碾压，预示着AI明星股在巨额持仓解禁面前的脆弱性。AMD的下跌则暴露了高估值环境下投资者对增长节奏的极致苛求。</p><p style=\"text-align: left;\">今夜，闪迪与西部数据的财报将决定AI存储“超级周期”的成色——是估值重估的绝佳机会，还是周期见顶前的最后狂欢，答案将在盘后揭晓。</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\" />\n<title>标普500续刷高点，闪迪、西部数据业绩放榜，三大事件博弈决定AI牛市叙事</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标普500续刷高点，闪迪、西部数据业绩放榜，三大事件博弈决定AI牛市叙事\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-05 21:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1476496.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周三开盘，美股三大指数全线走强，道指涨0.33%，纳指涨0.43%，标普500涨0.45%。若涨势延续至收盘，标普500指数有望连续第二个交易日创下历史新高。Truist Advisory Services首席投资官Keith Lerner表示：“现有证据仍然支持我们对牛市抱有信心。盈利仍然是我们关注的焦点，经济持续展现韧性，市场广度不断扩大，估值过高的问题也已基本得到解决。”油价走低与美伊谈判...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1476496.html\">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/55eb327f580527889cf30bafa92692ae","relate_stocks":{"QID":"两倍做空纳斯达克指数ETF-ProShares","NJUL":"Innovator Growth-100 Power Buffer ETF - 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January","SPY":"标普500ETF","SPYU":"MAX S&P 500 4X Leveraged ETN","SDOW":"三倍做空道指30ETF-ProShares","QMAR":"FT Vest Nasdaq-100 Buffer ETF - March","09086":"华夏纳指-U","UPRO":"三倍做多标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","QDEC":"FT Vest Nasdaq-100 Buffer ETF - December","UDOW":"三倍做多道指30ETF-ProShares"},"source_url":"http://www.zhitongcaijing.com/content/detail/1476496.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2657254016","content_text":"周三开盘，美股三大指数全线走强，道指涨0.33%，纳指涨0.43%，标普500涨0.45%。若涨势延续至收盘，标普500指数有望连续第二个交易日创下历史新高。Truist Advisory Services首席投资官Keith Lerner表示：“现有证据仍然支持我们对牛市抱有信心。盈利仍然是我们关注的焦点，经济持续展现韧性，市场广度不断扩大，估值过高的问题也已基本得到解决。”油价走低与美伊谈判进展：三大期指温和走高，标普有望冲击历史新高截至发稿，道指盘初涨0.33%，纳指涨0.43%，标普500涨0.45%。前一个交易日，标普500指数已收涨1.79%至7736.51点，创下6月以来首次历史收盘新高。推动市场情绪的核心因素包括：特朗普表示与伊朗的谈判“进展非常顺利”，暗示霍尔木兹海峡有望重新开放;美国海关已退回约1000亿美元此前根据《国际紧急经济权力法》征收的关税。油价与金银价格同步上涨，伦敦金现涨2.08%至4166.77美元/盎司。WTI原油价格小幅上涨0.3%至每桶76美元左右。此前美国总统特朗普表示与伊朗的谈判“进展非常顺利”，地缘政治风险边际缓和为市场提供了支撑。事件一：存储芯片“超级周期”迎终极大考，闪迪与西部数据财报今夜揭晓存储芯片板块是今日盘后的绝对焦点。盘后，两家AI存储明星股——闪迪(SNDK.US)与西部数据(WDC.US)——将同时发布财报，成为市场最核心的焦点。这两家公司都是今年基准指数上涨的主要贡献者，市场正屏息等待财报来验证AI存储周期的可持续性。市场普遍预期闪迪将公布利润和营收大幅增长，更重要的是，在亚马逊(AMZN.US)和微软(MSFT.US)等科技巨头上周承诺继续大力投资人工智能计算基础设施之后，闪迪预计也将给出乐观的业绩指引。这两家公司的股价在强劲的财报发布后大幅上涨，但闪迪类似的业绩能否引发股价类似上涨仍待观察。闪迪此前官方指引显示，Q4营收在77.5亿至82.5亿美元之间，环比增长约34%，较上年同期暴增逾320%;非GAAP毛利率预计79%至81%，非GAAP摊薄每股收益为30至33美元。华尔街预期更为激进：市场一致预期营收83.9亿美元，环比增长41%;预期每股收益33.01美元，环比增长43%。Seeking Alpha旗下Cavenagh Research则给出了更高的预测——营收84亿至87亿美元，非GAAP每股收益约36美元。西部数据方面，分析师预计第四财季营收37.1亿美元，同比增长43%，调整后每股收益3.35美元，较去年同期几乎翻番。分析师们普遍预计西部数据业绩将大幅超出预期并上调展望。7月闪迪股价暴跌47%，市值蒸发超1500亿美元，创2025年2月上市以来最糟糕单月表现。但本周该股已连续两日反弹，周一上涨6%，周二再涨11%。期权市场预计财报发布后闪迪股价可能出现约14%的波动。FactSet数据显示，已公布财报的61%标普500成分股中，86%盈利优于预期，整体盈利年增率超过47%，广度和幅度均创近五年最佳单季表现。事件二：SpaceX重挫逾12%，首份季报遇上史上最大解禁SpaceX(SPCX.US)盘初交易时段股价暴跌超12%。尽管公司上市后首份季报表现亮眼——二季度收入78亿美元，同比增长92%;调整后EBITDA为35亿美元，同比增长191%——但AI业务运营亏损12.6亿美元及资本开支183.7亿美元引发市场忧虑。更大的压力来自明日即将到来的限售股解禁。SpaceX多达9.12亿股禁售股将于美东时间周四解禁，按8月4日收盘价125.33美元计算，解禁市值约1140亿美元，相当于当前流通盘的1.4倍——这将是美国资本市场历史上最大规模的锁定期解禁。业内预期近阶段将出现大量抛售，一些IPO前投资者正寻求套现以抢购Anthropic和OpenAI等企业的私募股票。S3 Partners数据显示，截至7月29日，SpaceX空头头寸已达2.193亿股，占可公开交易股票的34%，较6月16日的2330万股激增逾840%。Renaissance Capital高级策略师Matt Kennedy表示：“SpaceX的员工和早期投资者将很难抗拒出售股票的机会，因为他们手握巨额收益。”机构经纪公司R.F. Lafferty & Co.首席执行官Robert Hackel透露，已有大量早期投资者来电，希望套现SpaceX股份以抢购OpenAI、Anthropic等即将IPO的AI企业私募股票。事件三：AMD指引未达激进预期股价下跌AMD(AMD.US)周二盘后公布财报，Q2营收同比增长50%至115.36亿美元，高于预期的113亿美元，创历史新高。数据中心营收达67亿美元，同比增长107%，营收占比达58%。然而，问题出在Q3指引。AMD预计第三季度营收约130亿美元，上下浮动3亿美元。尽管这一指引高于华尔街平均预期的125亿美元，但部分激进投资者此前已将预期推高至远高于130亿美元的水平。财报公布后，AMD股价盘初下挫5%。CEO苏姿丰在财报电话会上强调，数据中心业务将在2027年实现“超过一倍增长”，AI相关市场规模将在2030年达到1.4万亿美元。但市场似乎更关心短期节奏。今年以来AMD已累计上涨超一倍，高估值意味着任何“不完美”都会被放大。结语今日美股盘前呈现一幅微妙的图景：宏观层面，三大指数温和上扬，财报季整体盈利增速超47%为市场提供了坚实支撑;微观层面，个股的极端分化揭示了当前市场的核心矛盾——“超预期”已不再是护身符，市场正在用最苛刻的标准重新审视每一份财报和每一则指引。SpaceX的暴跌是一场“解禁预期”对“亮眼财报”的碾压，预示着AI明星股在巨额持仓解禁面前的脆弱性。AMD的下跌则暴露了高估值环境下投资者对增长节奏的极致苛求。今夜，闪迪与西部数据的财报将决定AI存储“超级周期”的成色——是估值重估的绝佳机会，还是周期见顶前的最后狂欢，答案将在盘后揭晓。","news_type":1,"symbols_score_info":{"VOO":0.6,"PSQ":0.6,"TQQY":0.6,"02834":0.6,"SPYH":0.6,"UPRO":0.6,"SPXL":0.6,"DDM":0.6,"SQQQ":0.6,"QID":0.6,"TQQQ":0.6,"UDOW":0.6,"SSO":0.6,"QLD":0.6,"QMAR":0.6,"IVV":0.6,"09086":0.6,"09834":0.6,"SPUU":0.6,"SPXS":0.6,"MMAX":0.6,"SMAX":0.6,"QQQX":0.6,"03086":0.6,"DIA":0.6,"SPXU":0.6,"07261":0.6,"SDS":0.6,"SPDN":0.6,"SPYM":0.6,"07522":0.6,"HIBL":0.6,"07266":0.6,"QQQ":0.6,"NJAN":0.6,"NDX":2,".SPX":2,"DOG":0.6,"DXD":0.6,"SPYQ":0.6,"SPYU":0.6,"GPIQ":0.6,"NAPR":0.6,".DJI":2,"03455":0.6,"QDEC":0.6,"SH":0.6,".IXIC":2,"YSPY":0.6,"NJUL":0.6,"SDOW":0.6,"DMAX":0.6,"03034":0.6,"SPY":0.6,"QQQM":0.6,"NOCT":0.6,"07568":0.6}},"isVote":1,"tweetType":1,"viewCount":1323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553200936550856,"gmtCreate":1776093388764,"gmtModify":1776093390178,"author":{"id":"284561557695900","authorId":"284561557695900","name":"qqshuang","avatar":"https://static.tigerbbs.com/2c384cb56bb488959b794fd0b9ea72f5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"284561557695900","idStr":"284561557695900"},"themes":[],"title":"","htmlText":"<a 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Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1793122526,"share":"https://www.laohunote.com/m/news/2678102169?lang=zh_CN&edition=full","pubTime":"2026-10-28 01:35","market":"fut","language":"en","title":"Sector Update: Healthcare<blockquote>行业更新：医疗保健</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2678102169","media":"MT Newswires Live","summary":"Healthcare stocks were lower Tuesday afternoon, with the NYSE Healthcare Index and the State Street Health Care Select Sector SPDR ETF  each down about 0.1%.The iShares Biotechnology ETF  rose 1.1%.In corporate news, Novo Nordisk  failed to convince a US judge to block Eli Lilly  from running weight-loss and diabetes drug ads it called false and misleading, multiple news outlets reported Tuesday, citing court proceedings. Novo shares were down 1%, and Lilly rose 0.2%.","content":"<p><html><body> Healthcare stocks were lower Tuesday afternoon, with the NYSE Healthcare Index and the State Street Health Care Select Sector SPDR ETF (XLV) each down about 0.1%.</p><p><blockquote><html><body>医疗保健股周二下午走低，纽约证券交易所医疗保健指数和道富银行医疗保健精选行业 SPDR ETF (XLV) 均下跌约 0.1%。</body></html></blockquote></p><p>The <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Biotechnology ETF (IBB) rose 1.1%.</p><p><blockquote>这个<a href=\"https://laohu8.com/S/EEMA\">iShares</a>生物技术 ETF (IBB) 上涨 1.1%。</blockquote></p><p>In corporate news, Novo Nordisk (NVO) failed to convince a US judge to block Eli Lilly (LLY) from running weight-loss and diabetes drug ads it called false and misleading, multiple news outlets reported Tuesday, citing court proceedings. Novo shares were down 1%, and Lilly rose 0.2%.</p><p><blockquote>在企业新闻方面，多家新闻机构周二援引法庭诉讼报道称，诺和诺德 (NVO) 未能说服美国法官阻止礼来公司 (LLY) 投放其称之为虚假和误导性的减肥和糖尿病药物广告。Novo 股价下跌 1%，礼来公司股价上涨 0.2%。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"mtnewswires_news","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>Sector Update: Healthcare<blockquote>行业更新：医疗保健</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nSector Update: Healthcare<blockquote>行业更新：医疗保健</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time smaller\">2026-10-28 01:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body> Healthcare stocks were lower Tuesday afternoon, with the NYSE Healthcare Index and the State Street Health Care Select Sector SPDR ETF (XLV) each down about 0.1%.</p><p><blockquote><html><body>医疗保健股周二下午走低，纽约证券交易所医疗保健指数和道富银行医疗保健精选行业 SPDR ETF (XLV) 均下跌约 0.1%。</body></html></blockquote></p><p>The <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Biotechnology ETF (IBB) rose 1.1%.</p><p><blockquote>这个<a href=\"https://laohu8.com/S/EEMA\">iShares</a>生物技术 ETF (IBB) 上涨 1.1%。</blockquote></p><p>In corporate news, Novo Nordisk (NVO) failed to convince a US judge to block Eli Lilly (LLY) from running weight-loss and diabetes drug ads it called false and misleading, multiple news outlets reported Tuesday, citing court proceedings. Novo shares were down 1%, and Lilly rose 0.2%.</p><p><blockquote>在企业新闻方面，多家新闻机构周二援引法庭诉讼报道称，诺和诺德 (NVO) 未能说服美国法官阻止礼来公司 (LLY) 投放其称之为虚假和误导性的减肥和糖尿病药物广告。Novo 股价下跌 1%，礼来公司股价上涨 0.2%。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0471298694.HKD":"BGF NUTRITION \"A2\" (HKD) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","PPH":"VanEck Pharmaceutical ETF","XBI":"SPDR S&P Biotech ETF","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B4R5TH58.HKD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (HKD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2265009873.SGD":"Eastspring Investments - 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Novo shares were down 1%, and Lilly rose 0.2%.","news_type":1,"symbols_score_info":{"PPH":0.6,"IHE":0.6,"PJP":0.6,"FHLC":0.6,"ILDR":0.6,"HRTS":0.6,"XLV":1.91,"THNR":0.6,"IYH":0.6,"LABU":0.6,"LLY":1.94,"FTXH":0.6,"MHIP":0.6,"NVOC":0.6,"LLYX":0.6,"VHT":0.6,"IXJ":0.6,"RXL":0.6,"TRUH":0.6,"WDNA":0.6,"XBI":0.6,"LLYZ":0.6,"OZEM":0.6,"AGNG":0.6,"TMED":0.6,"IBB":1.91,"NVOH":0.6,"MEDX":0.6,"ELIL":0.6,"LLII":0.6,"NVO":1.96,"NVOX":0.6,"MEDI":0.6,"CANC":0.6,"GDOC":0.6,"JDOC":0.6,"CURE":0.6,"ELIS":0.6}},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593615413536056,"gmtCreate":1785942413589,"gmtModify":1785942415284,"author":{"id":"284561557695900","authorId":"284561557695900","name":"qqshuang","avatar":"https://static.tigerbbs.com/2c384cb56bb488959b794fd0b9ea72f5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"284561557695900","idStr":"284561557695900"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593615413536056","repostId":"2657254016","repostType":2,"repost":{"id":"2657254016","kind":"news","pubTimestamp":1785937543,"share":"https://www.laohunote.com/m/news/2657254016?lang=zh_CN&edition=full","pubTime":"2026-08-05 21:45","market":"sh","language":"zh","title":"标普500续刷高点，闪迪、西部数据业绩放榜，三大事件博弈决定AI牛市叙事","url":"https://stock-news.laohu8.com/highlight/detail?id=2657254016","media":"智通财经","summary":"若涨势延续至收盘，标普500指数有望连续第二个交易日创下历史新高。这两家公司的股价在强劲的财报发布后大幅上涨，但闪迪类似的业绩能否引发股价类似上涨仍待观察。分析师们普遍预计西部数据业绩将大幅超出预期并上调展望。7月闪迪股价暴跌47%，市值蒸发超1500亿美元，创2025年2月上市以来最糟糕单月表现。期权市场预计财报发布后闪迪股价可能出现约14%的波动。财报公布后，AMD股价盘初下挫5%。","content":"<html><head></head><body><p style=\"text-align: left;\">周三开盘，美股三大指数全线走强，道指涨0.33%，纳指涨0.43%，标普500涨0.45%。若涨势延续至收盘，标普500指数有望连续第二个交易日创下历史新高。Truist Advisory Services首席投资官Keith Lerner表示：“现有证据仍然支持我们对牛市抱有信心。盈利仍然是我们关注的焦点，经济持续展现韧性，市场广度不断扩大，估值过高的问题也已基本得到解决。”</p><p style=\"text-align: left;\"><strong>油价走低与美伊谈判进展：三大期指温和走高，标普有望冲击历史新高</strong></p><p style=\"text-align: left;\">截至发稿，道指盘初涨0.33%，纳指涨0.43%，标普500涨0.45%。前一个交易日，标普500指数已收涨1.79%至7736.51点，创下6月以来首次历史收盘新高。</p><p style=\"text-align: left;\">推动市场情绪的核心因素包括：特朗普表示与伊朗的谈判“进展非常顺利”，暗示霍尔木兹海峡有望重新开放;美国海关已退回约1000亿美元此前根据《国际紧急经济权力法》征收的关税。油价与金银价格同步上涨，伦敦金现涨2.08%至4166.77美元/盎司。</p><p style=\"text-align: left;\">WTI原油价格小幅上涨0.3%至每桶76美元左右。此前美国总统特朗普表示与伊朗的谈判“进展非常顺利”，地缘政治风险边际缓和为市场提供了支撑。</p><p style=\"text-align: left;\"><strong>事件一：存储芯片“超级周期”迎终极大考，<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>与<a href=\"https://laohu8.com/S/WDC\">西部数据</a>财报今夜揭晓</strong></p><p style=\"text-align: left;\">存储芯片板块是今日盘后的绝对焦点。盘后，两家AI存储明星股——闪迪(SNDK.US)与西部数据(WDC.US)——将同时发布财报，成为市场最核心的焦点。这两家公司都是今年基准指数上涨的主要贡献者，市场正屏息等待财报来验证AI存储周期的可持续性。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15d7f7f66b8166da053943db798485b7\" title=\"\" tg-width=\"615\" tg-height=\"749\"/></p><p style=\"text-align: left;\">市场普遍预期闪迪将公布利润和营收大幅增长，更重要的是，在<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)和<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)等科技巨头上周承诺继续大力投资人工智能计算基础设施之后，闪迪预计也将给出乐观的业绩指引。这两家公司的股价在强劲的财报发布后大幅上涨，但闪迪类似的业绩能否引发股价类似上涨仍待观察。</p><p style=\"text-align: left;\">闪迪此前官方指引显示，Q4营收在77.5亿至82.5亿美元之间，环比增长约34%，较上年同期暴增逾320%;非GAAP毛利率预计79%至81%，非GAAP摊薄每股收益为30至33美元。华尔街预期更为激进：市场一致预期营收83.9亿美元，环比增长41%;预期每股收益33.01美元，环比增长43%。Seeking Alpha旗下Cavenagh Research则给出了更高的预测——营收84亿至87亿美元，非GAAP每股收益约36美元。</p><p style=\"text-align: left;\">西部数据方面，分析师预计第四财季营收37.1亿美元，同比增长43%，调整后每股收益3.35美元，较去年同期几乎翻番。分析师们普遍预计西部数据业绩将大幅超出预期并上调展望。</p><p style=\"text-align: left;\">7月闪迪股价暴跌47%，市值蒸发超1500亿美元，创2025年2月上市以来最糟糕单月表现。但本周该股已连续两日反弹，周一上涨6%，周二再涨11%。期权市场预计财报发布后闪迪股价可能出现约14%的波动。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62ac75098c5d96b2b5e12359914c800a\" title=\"\" tg-width=\"643\" tg-height=\"535\"/></p><p style=\"text-align: left;\">FactSet数据显示，已公布财报的61%标普500成分股中，86%盈利优于预期，整体盈利年增率超过47%，广度和幅度均创近五年最佳单季表现。</p><p style=\"text-align: left;\"><strong>事件二：SpaceX重挫逾12%，首份季报遇上史上最大解禁</strong></p><p style=\"text-align: left;\">SpaceX(SPCX.US)盘初交易时段股价暴跌超12%。尽管公司上市后首份季报表现亮眼——二季度收入78亿美元，同比增长92%;调整后EBITDA为35亿美元，同比增长191%——但AI业务运营亏损12.6亿美元及资本开支183.7亿美元引发市场忧虑。</p><p style=\"text-align: left;\">更大的压力来自明日即将到来的限售股解禁。SpaceX多达9.12亿股禁售股将于美东时间周四解禁，按8月4日收盘价125.33美元计算，解禁市值约1140亿美元，相当于当前流通盘的1.4倍——这将是美国资本市场历史上最大规模的锁定期解禁。业内预期近阶段将出现大量抛售，一些IPO前投资者正寻求套现以抢购Anthropic和OpenAI等企业的私募股票。</p><p style=\"text-align: left;\">S3 Partners数据显示，截至7月29日，SpaceX空头头寸已达2.193亿股，占可公开交易股票的34%，较6月16日的2330万股激增逾840%。</p><p style=\"text-align: left;\">Renaissance Capital高级策略师Matt Kennedy表示：“SpaceX的员工和早期投资者将很难抗拒出售股票的机会，因为他们手握巨额收益。”机构经纪公司R.F. Lafferty &amp; Co.首席执行官Robert Hackel透露，已有大量早期投资者来电，希望套现SpaceX股份以抢购OpenAI、Anthropic等即将IPO的AI企业私募股票。</p><p style=\"text-align: left;\"><strong>事件三：<a href=\"https://laohu8.com/S/AMD\">AMD</a>指引未达激进预期股价下跌</strong></p><p style=\"text-align: left;\">AMD(AMD.US)周二盘后公布财报，Q2营收同比增长50%至115.36亿美元，高于预期的113亿美元，创历史新高。数据中心营收达67亿美元，同比增长107%，营收占比达58%。然而，问题出在Q3指引。AMD预计第三季度营收约130亿美元，上下浮动3亿美元。尽管这一指引高于华尔街平均预期的125亿美元，但部分激进投资者此前已将预期推高至远高于130亿美元的水平。财报公布后，AMD股价盘初下挫5%。</p><p style=\"text-align: left;\">CEO苏姿丰在财报电话会上强调，数据中心业务将在2027年实现“超过一倍增长”，AI相关市场规模将在2030年达到1.4万亿美元。但市场似乎更关心短期节奏。今年以来AMD已累计上涨超一倍，高估值意味着任何“不完美”都会被放大。</p><p style=\"text-align: left;\"><strong>结语</strong></p><p style=\"text-align: left;\">今日美股盘前呈现一幅微妙的图景：宏观层面，三大指数温和上扬，财报季整体盈利增速超47%为市场提供了坚实支撑;微观层面，个股的极端分化揭示了当前市场的核心矛盾——“超预期”已不再是护身符，市场正在用最苛刻的标准重新审视每一份财报和每一则指引。</p><p style=\"text-align: left;\">SpaceX的暴跌是一场“解禁预期”对“亮眼财报”的碾压，预示着AI明星股在巨额持仓解禁面前的脆弱性。AMD的下跌则暴露了高估值环境下投资者对增长节奏的极致苛求。</p><p style=\"text-align: left;\">今夜，闪迪与西部数据的财报将决定AI存储“超级周期”的成色——是估值重估的绝佳机会，还是周期见顶前的最后狂欢，答案将在盘后揭晓。</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\" />\n<title>标普500续刷高点，闪迪、西部数据业绩放榜，三大事件博弈决定AI牛市叙事</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标普500续刷高点，闪迪、西部数据业绩放榜，三大事件博弈决定AI牛市叙事\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-05 21:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1476496.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周三开盘，美股三大指数全线走强，道指涨0.33%，纳指涨0.43%，标普500涨0.45%。若涨势延续至收盘，标普500指数有望连续第二个交易日创下历史新高。Truist Advisory Services首席投资官Keith Lerner表示：“现有证据仍然支持我们对牛市抱有信心。盈利仍然是我们关注的焦点，经济持续展现韧性，市场广度不断扩大，估值过高的问题也已基本得到解决。”油价走低与美伊谈判...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1476496.html\">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/55eb327f580527889cf30bafa92692ae","relate_stocks":{"QID":"两倍做空纳斯达克指数ETF-ProShares","NJUL":"Innovator Growth-100 Power Buffer ETF - 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January","SPY":"标普500ETF","SPYU":"MAX S&P 500 4X Leveraged ETN","SDOW":"三倍做空道指30ETF-ProShares","QMAR":"FT Vest Nasdaq-100 Buffer ETF - March","09086":"华夏纳指-U","UPRO":"三倍做多标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","QDEC":"FT Vest Nasdaq-100 Buffer ETF - December","UDOW":"三倍做多道指30ETF-ProShares"},"source_url":"http://www.zhitongcaijing.com/content/detail/1476496.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2657254016","content_text":"周三开盘，美股三大指数全线走强，道指涨0.33%，纳指涨0.43%，标普500涨0.45%。若涨势延续至收盘，标普500指数有望连续第二个交易日创下历史新高。Truist Advisory Services首席投资官Keith Lerner表示：“现有证据仍然支持我们对牛市抱有信心。盈利仍然是我们关注的焦点，经济持续展现韧性，市场广度不断扩大，估值过高的问题也已基本得到解决。”油价走低与美伊谈判进展：三大期指温和走高，标普有望冲击历史新高截至发稿，道指盘初涨0.33%，纳指涨0.43%，标普500涨0.45%。前一个交易日，标普500指数已收涨1.79%至7736.51点，创下6月以来首次历史收盘新高。推动市场情绪的核心因素包括：特朗普表示与伊朗的谈判“进展非常顺利”，暗示霍尔木兹海峡有望重新开放;美国海关已退回约1000亿美元此前根据《国际紧急经济权力法》征收的关税。油价与金银价格同步上涨，伦敦金现涨2.08%至4166.77美元/盎司。WTI原油价格小幅上涨0.3%至每桶76美元左右。此前美国总统特朗普表示与伊朗的谈判“进展非常顺利”，地缘政治风险边际缓和为市场提供了支撑。事件一：存储芯片“超级周期”迎终极大考，闪迪与西部数据财报今夜揭晓存储芯片板块是今日盘后的绝对焦点。盘后，两家AI存储明星股——闪迪(SNDK.US)与西部数据(WDC.US)——将同时发布财报，成为市场最核心的焦点。这两家公司都是今年基准指数上涨的主要贡献者，市场正屏息等待财报来验证AI存储周期的可持续性。市场普遍预期闪迪将公布利润和营收大幅增长，更重要的是，在亚马逊(AMZN.US)和微软(MSFT.US)等科技巨头上周承诺继续大力投资人工智能计算基础设施之后，闪迪预计也将给出乐观的业绩指引。这两家公司的股价在强劲的财报发布后大幅上涨，但闪迪类似的业绩能否引发股价类似上涨仍待观察。闪迪此前官方指引显示，Q4营收在77.5亿至82.5亿美元之间，环比增长约34%，较上年同期暴增逾320%;非GAAP毛利率预计79%至81%，非GAAP摊薄每股收益为30至33美元。华尔街预期更为激进：市场一致预期营收83.9亿美元，环比增长41%;预期每股收益33.01美元，环比增长43%。Seeking Alpha旗下Cavenagh Research则给出了更高的预测——营收84亿至87亿美元，非GAAP每股收益约36美元。西部数据方面，分析师预计第四财季营收37.1亿美元，同比增长43%，调整后每股收益3.35美元，较去年同期几乎翻番。分析师们普遍预计西部数据业绩将大幅超出预期并上调展望。7月闪迪股价暴跌47%，市值蒸发超1500亿美元，创2025年2月上市以来最糟糕单月表现。但本周该股已连续两日反弹，周一上涨6%，周二再涨11%。期权市场预计财报发布后闪迪股价可能出现约14%的波动。FactSet数据显示，已公布财报的61%标普500成分股中，86%盈利优于预期，整体盈利年增率超过47%，广度和幅度均创近五年最佳单季表现。事件二：SpaceX重挫逾12%，首份季报遇上史上最大解禁SpaceX(SPCX.US)盘初交易时段股价暴跌超12%。尽管公司上市后首份季报表现亮眼——二季度收入78亿美元，同比增长92%;调整后EBITDA为35亿美元，同比增长191%——但AI业务运营亏损12.6亿美元及资本开支183.7亿美元引发市场忧虑。更大的压力来自明日即将到来的限售股解禁。SpaceX多达9.12亿股禁售股将于美东时间周四解禁，按8月4日收盘价125.33美元计算，解禁市值约1140亿美元，相当于当前流通盘的1.4倍——这将是美国资本市场历史上最大规模的锁定期解禁。业内预期近阶段将出现大量抛售，一些IPO前投资者正寻求套现以抢购Anthropic和OpenAI等企业的私募股票。S3 Partners数据显示，截至7月29日，SpaceX空头头寸已达2.193亿股，占可公开交易股票的34%，较6月16日的2330万股激增逾840%。Renaissance Capital高级策略师Matt Kennedy表示：“SpaceX的员工和早期投资者将很难抗拒出售股票的机会，因为他们手握巨额收益。”机构经纪公司R.F. Lafferty & Co.首席执行官Robert Hackel透露，已有大量早期投资者来电，希望套现SpaceX股份以抢购OpenAI、Anthropic等即将IPO的AI企业私募股票。事件三：AMD指引未达激进预期股价下跌AMD(AMD.US)周二盘后公布财报，Q2营收同比增长50%至115.36亿美元，高于预期的113亿美元，创历史新高。数据中心营收达67亿美元，同比增长107%，营收占比达58%。然而，问题出在Q3指引。AMD预计第三季度营收约130亿美元，上下浮动3亿美元。尽管这一指引高于华尔街平均预期的125亿美元，但部分激进投资者此前已将预期推高至远高于130亿美元的水平。财报公布后，AMD股价盘初下挫5%。CEO苏姿丰在财报电话会上强调，数据中心业务将在2027年实现“超过一倍增长”，AI相关市场规模将在2030年达到1.4万亿美元。但市场似乎更关心短期节奏。今年以来AMD已累计上涨超一倍，高估值意味着任何“不完美”都会被放大。结语今日美股盘前呈现一幅微妙的图景：宏观层面，三大指数温和上扬，财报季整体盈利增速超47%为市场提供了坚实支撑;微观层面，个股的极端分化揭示了当前市场的核心矛盾——“超预期”已不再是护身符，市场正在用最苛刻的标准重新审视每一份财报和每一则指引。SpaceX的暴跌是一场“解禁预期”对“亮眼财报”的碾压，预示着AI明星股在巨额持仓解禁面前的脆弱性。AMD的下跌则暴露了高估值环境下投资者对增长节奏的极致苛求。今夜，闪迪与西部数据的财报将决定AI存储“超级周期”的成色——是估值重估的绝佳机会，还是周期见顶前的最后狂欢，答案将在盘后揭晓。","news_type":1,"symbols_score_info":{"VOO":0.6,"PSQ":0.6,"TQQY":0.6,"02834":0.6,"SPYH":0.6,"UPRO":0.6,"SPXL":0.6,"DDM":0.6,"SQQQ":0.6,"QID":0.6,"TQQQ":0.6,"UDOW":0.6,"SSO":0.6,"QLD":0.6,"QMAR":0.6,"IVV":0.6,"09086":0.6,"09834":0.6,"SPUU":0.6,"SPXS":0.6,"MMAX":0.6,"SMAX":0.6,"QQQX":0.6,"03086":0.6,"DIA":0.6,"SPXU":0.6,"07261":0.6,"SDS":0.6,"SPDN":0.6,"SPYM":0.6,"07522":0.6,"HIBL":0.6,"07266":0.6,"QQQ":0.6,"NJAN":0.6,"NDX":2,".SPX":2,"DOG":0.6,"DXD":0.6,"SPYQ":0.6,"SPYU":0.6,"GPIQ":0.6,"NAPR":0.6,".DJI":2,"03455":0.6,"QDEC":0.6,"SH":0.6,".IXIC":2,"YSPY":0.6,"NJUL":0.6,"SDOW":0.6,"DMAX":0.6,"03034":0.6,"SPY":0.6,"QQQM":0.6,"NOCT":0.6,"07568":0.6}},"isVote":1,"tweetType":1,"viewCount":1323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327118688964752,"gmtCreate":1720894693394,"gmtModify":1720923310417,"author":{"id":"284561557695900","authorId":"284561557695900","name":"qqshuang","avatar":"https://static.tigerbbs.com/2c384cb56bb488959b794fd0b9ea72f5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"284561557695900","idStr":"284561557695900"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327118688964752","repostId":"229588338413640","repostType":1,"repost":{"id":229588338413640,"gmtCreate":1697074321604,"gmtModify":1697074763186,"author":{"id":"3527667688472228","authorId":"3527667688472228","name":"ETF小帮手","avatar":"https://static.tigerbbs.com/087e050021c7db2ae39b1cb7515b694d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667688472228","idStr":"3527667688472228"},"themes":[],"title":"成长型ETF与价值型ETF有什么区别？","htmlText":"当您建立投资组合时，您可能会遇到两种广泛遵循的风格：价值型和成长型。投资者选择的选项将取决于具体需求和财务目标。虽然看起来很复杂，但交易所交易基金 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