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价值投资不存在A股
2025-09-24
$A50指数主连 2509(CNmain)$
太熟悉,投资A股必将亏
价值投资不存在A股
2025-07-10
$A50指数主连 2507(CNmain)$
中国巨崩是必然性的,不要以为拉拉银行股撑住假指数,就能诈骗到更多韭菜
价值投资不存在A股
2021-05-28
一般对外升值,对内贬值,什么有利于进来?我看有利于有钱的移民吧!。。。和躺平的老百姓毛关系没有
抱歉,原内容已删除
价值投资不存在A股
2025-10-20
$NQ100指数主连 2512(NQmain)$
自由明主文明法制和谐!!!!
价值投资不存在A股
2025-09-08
$A50指数主连 2509(CNmain)$
今年诈骗不一样,涨的眼花缭乱晕头转向。老百姓依然不消费,一群赌徒
价值投资不存在A股
2025-06-25
$黄金/美元(XAUUSD.FOREX)$
中国股市即将全面闪崩,下半年看吧!不要被最近虚假炒作手法。拉指数,拉基金等欺骗!
价值投资不存在A股
2025-12-03
$富时中国H50指数主连 2512(FCHmain)$
买山寨币也不玩A股诈骗市场
价值投资不存在A股
2025-10-10
$富时中国H50指数2510(FCH2510)$
15000附近
价值投资不存在A股
2025-06-20
$A50指数2506(CN2506)$
中国专业基金公司,比比皆是亏损50%,不用负责,不用看假指数!各行各业都能榨取干净!
价值投资不存在A股
2025-06-20
$A50指数2506(CN2506)$
诈骗成性,暗无天日!相信这样的市场就是自寻死路!
去老虎APP查看更多动态
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美股盘前快速下挫,截至发稿跌幅近6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2d96d587e7b7ee10b46b402472d6e8e\" tg-width=\"1152\" tg-height=\"438\"></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125580381","content_text":"周五, 阿里巴巴 美股盘前快速下挫,截至发稿跌幅近6%。","news_type":1,"symbols_score_info":{"BABA":2}},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532333444338368,"gmtCreate":1770985104959,"gmtModify":1770988468645,"author":{"id":"3464587978783849","authorId":"3464587978783849","name":"价值投资不存在A股","avatar":"https://static.tigerbbs.com/8b3f25808bbc56ad4b78fbe0295b1a86","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464587978783849","idStr":"3464587978783849"},"themes":[],"title":"","htmlText":"自己玩","listText":"自己玩","text":"自己玩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532333444338368","repostId":"1133886788","repostType":2,"repost":{"id":"1133886788","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":1770981139,"share":"https://www.laohu8.com/m/news/1133886788?lang=zh_CN&edition=full","pubTime":"2026-02-13 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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>宁德时代、洛阳钼业和老铺黄金将纳入香港恒生指数</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宁德时代、洛阳钼业和老铺黄金将纳入香港恒生指数\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-02-13 19:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>恒生指数公司宣布,恒生指数成份股数目将由88只增加至90只。新加入 <a href=\"https://laohu8.com/S/03750\">宁德时代</a> 、 <a href=\"https://laohu8.com/S/03993\">洛阳钼业</a> 和 <a href=\"https://laohu8.com/S/06181\">老铺黄金</a> ,剔除中升集团控股有限公司。</p><p>恒生科技指数成份股没有变动,成份股数目维持30只。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb1a6f8e5a787ffe18e0ce596bd92160\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1a6d99a9f22b6183d5df786841bffe3\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a43d25adf758606d37fd94534d885f62\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/09caddfc0c2d2ea28b3db992baa72dbf","relate_stocks":{"03750":"宁德时代","03993":"洛阳钼业","06181":"老铺黄金"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133886788","content_text":"恒生指数公司宣布,恒生指数成份股数目将由88只增加至90只。新加入 宁德时代 、 洛阳钼业 和 老铺黄金 ,剔除中升集团控股有限公司。恒生科技指数成份股没有变动,成份股数目维持30只。","news_type":1,"symbols_score_info":{"06181":2,"03993":2,"03750":2}},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529524385980624,"gmtCreate":1770299384964,"gmtModify":1770299617302,"author":{"id":"3464587978783849","authorId":"3464587978783849","name":"价值投资不存在A股","avatar":"https://static.tigerbbs.com/8b3f25808bbc56ad4b78fbe0295b1a86","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464587978783849","idStr":"3464587978783849"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a><v-v data-views=\"1\"></v-v> 纳斯达克技术不好,长期看好","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a><v-v data-views=\"1\"></v-v> 纳斯达克技术不好,长期看好","text":"$纳斯达克(.IXIC)$ 纳斯达克技术不好,长期看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529524385980624","isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529497197155696,"gmtCreate":1770292666086,"gmtModify":1770299121067,"author":{"id":"3464587978783849","authorId":"3464587978783849","name":"价值投资不存在A股","avatar":"https://static.tigerbbs.com/8b3f25808bbc56ad4b78fbe0295b1a86","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464587978783849","idStr":"3464587978783849"},"themes":[],"title":"","htmlText":"为啥呢!哈哈哈哈","listText":"为啥呢!哈哈哈哈","text":"为啥呢!哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529497197155696","repostId":"1145442645","repostType":2,"repost":{"id":"1145442645","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":1770291094,"share":"https://www.laohu8.com/m/news/1145442645?lang=zh_CN&edition=full","pubTime":"2026-02-05 19:31","market":"us","language":"zh","title":"比特币自2024年11月6日以来首次跌破70000美元关口","url":"https://stock-news.laohu8.com/highlight/detail?id=1145442645","media":"老虎资讯综合","summary":"2月5日,美股加密货币概念股盘前跌幅扩大,$Strategy(MSTR)$跌超5%,$CleanSpark(CLSK)$跌超4%,$Hut 8(HUT)$、$Coinbase(COIN)$、BitMine跌超3%;比特币自2024年11月6日以来首次跌破70,000美元关口。","content":"<html><head></head><body><p>2月5日,美股加密货币概念股盘前跌幅扩大,<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>跌超5%,<a href=\"https://laohu8.com/S/CLSK\">CleanSpark</a>跌超4%,<a href=\"https://laohu8.com/S/HUT\">Hut 8</a>、<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、BitMine跌超3%;比特币自2024年11月6日以来首次跌破70,000美元关口。</p><p>预测平台Polymarket显示,比特币年内有82%的概率会跌至6.5万美元下方,跌破5.5万美元的概率也已升至约60%。分析认为,在这一轮大跌后,比特币的上涨动能、市场叙事以及“避险资产”的标签几乎同时瓦解。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9931e47f562d2bba4be0a67efae8549f\" title=\"\" tg-width=\"857\" tg-height=\"726\"/></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>比特币自2024年11月6日以来首次跌破70000美元关口</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; 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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比特币自2024年11月6日以来首次跌破70000美元关口\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-02-05 19:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月5日,美股加密货币概念股盘前跌幅扩大,<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>跌超5%,<a href=\"https://laohu8.com/S/CLSK\">CleanSpark</a>跌超4%,<a href=\"https://laohu8.com/S/HUT\">Hut 8</a>、<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、BitMine跌超3%;比特币自2024年11月6日以来首次跌破70,000美元关口。</p><p>预测平台Polymarket显示,比特币年内有82%的概率会跌至6.5万美元下方,跌破5.5万美元的概率也已升至约60%。分析认为,在这一轮大跌后,比特币的上涨动能、市场叙事以及“避险资产”的标签几乎同时瓦解。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9931e47f562d2bba4be0a67efae8549f\" title=\"\" tg-width=\"857\" tg-height=\"726\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/962be253ee7459c393769e9105cb1429","relate_stocks":{"BK1611":"加密货币现货ETF","CLSK":"CleanSpark, Inc.","BK4594":"比特币ETF概念","COIN":"Coinbase Global, Inc.","MARA":"MARA Holdings","HUT":"Hut 8 Mining Corp","BK4601":"加密货币现货ETF","BMNR":"BitMine Immersion Technologies Inc.","RIOT":"Riot Platforms","MSTR":"Strategy","BK4588":"碎股","BK4585":"ETF&股票定投概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145442645","content_text":"2月5日,美股加密货币概念股盘前跌幅扩大,Strategy跌超5%,CleanSpark跌超4%,Hut 8、Coinbase、BitMine跌超3%;比特币自2024年11月6日以来首次跌破70,000美元关口。预测平台Polymarket显示,比特币年内有82%的概率会跌至6.5万美元下方,跌破5.5万美元的概率也已升至约60%。分析认为,在这一轮大跌后,比特币的上涨动能、市场叙事以及“避险资产”的标签几乎同时瓦解。","news_type":1,"symbols_score_info":{"CLSK":2,"HUT":2,"MARA":2,"COIN":2,"RIOT":2,"BMNR":2,"MSTR":2}},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529497135215432,"gmtCreate":1770292646875,"gmtModify":1770299120989,"author":{"id":"3464587978783849","authorId":"3464587978783849","name":"价值投资不存在A股","avatar":"https://static.tigerbbs.com/8b3f25808bbc56ad4b78fbe0295b1a86","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464587978783849","idStr":"3464587978783849"},"themes":[],"title":"","htmlText":"不是说黄金吗?","listText":"不是说黄金吗?","text":"不是说黄金吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529497135215432","repostId":"1127313261","repostType":2,"repost":{"id":"1127313261","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯,最专业的解读分析,覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1770287616,"share":"https://www.laohu8.com/m/news/1127313261?lang=zh_CN&edition=full","pubTime":"2026-02-05 18:33","market":"us","language":"zh","title":"跌傻了!刚刚,1.3万亿“血洗”!美国财长,突传重磅!","url":"https://stock-news.laohu8.com/highlight/detail?id=1127313261","media":"券商中国","summary":"今日,比特币一度暴跌近8%,跌至7万美元附近。全球第二加密货币以太坊一度下跌超8%,跌破2100美元。世界排名第三的加密货币XRP一度暴跌超10%,报1.42美元。此前,美国财政部长斯科特·贝森特暗示,美国政府不会救助加密货币。最大单笔爆仓单发生在Aster - BTCUSDT 价值为1136.66万美元。比特币在过去8个交易日中有7个交易日下跌,较去年10月创下的创纪录高点12.6万美元下跌超过40%。","content":"<html><head></head><body><blockquote><p>虚拟币跌傻了!</p></blockquote><p style=\"text-align: justify;\">今日,比特币一度暴跌近8%,跌至7万美元附近。全球第二加密货币以太坊一度下跌超8%,跌破2100美元。世界排名第三的加密货币XRP一度暴跌超10%,报1.42美元。整个虚拟币市值暴跌近7%,总市值来到2.48万亿美元附近,市值单日损失约1860亿美元(折合人民币近1.3万亿元)。</p><p style=\"text-align: justify;\">那么,究竟发生了什么?</p><p style=\"text-align: justify;\">此前,美国财政部长斯科特·贝森特暗示,美国政府不会救助加密货币。这或是虚拟币市场暴跌的导火索。随后,知名投资者迈克尔·伯里警告称,比特币价格持续下跌可能“引发死亡螺旋,导致大规模价值崩溃”。抛压由此被引爆。</p><h2 id=\"id_517160234\">崩盘式杀跌</h2><p style=\"text-align: justify;\">今年以来,比金银更惨的应该是虚拟币市场。今日,比特币跌破7.1万美元,直逼下一个支撑位7万美元。以太坊暴跌超8%,跌破2100美元支撑位。其余币种全线杀跌。</p><p style=\"text-align: justify;\">根据CoinGlass数据统计,最近24小时,全球共有17.62万人爆仓,爆仓总金额为8.71亿美元。最大单笔爆仓单发生在Aster - BTCUSDT 价值为1136.66万美元。</p><p style=\"text-align: justify;\">比特币在过去8个交易日中有7个交易日下跌,较去年10月创下的创纪录高点12.6万美元下跌超过40%。比特币在跌破75000美元后,触发止损单,导致杠杆头寸大量解仓,尤其是在衍生品市场,这一举措更加恶化。</p><p style=\"text-align: justify;\">Fundstrat数字资产负责人肖恩·法雷尔表示,7万美元中段区间是一个合理的支撑区,因为2024年3月约7.4万美元是盘中高点,2025年4月在关税驱动的抛售期间盘中低点。</p><p style=\"text-align: justify;\">法雷尔在一份说明中写道:“其他条件相同的情况下,上周末达到的水平和观察到的屈服程度将带来更具吸引力的短期风险/回报。”这位策略师也警告说,市场状况仍在下降,传统市场存在“充足的持仓风险,可能对加密市场产生不利影响”。</p><h2 id=\"id_1449518387\">贝森特引爆</h2><p style=\"text-align: justify;\">在比特币本轮暴跌之前,美国财政部长斯科特·贝森特暗示美国政府不会救助加密货币。在周三众议院金融服务委员会的激烈辩论中,贝森特被问及美国财政部是否有权购买比特币或其他加密货币。贝森特表示:“我没有权力这么做,作为美国金融稳定监督委员会(FSOC)主席,我也没有这个权力。”</p><p style=\"text-align: justify;\"><strong>FSOC在最新发布的2025年度报告中明显缓和了对加密资产与稳定币的立场,不再延续此前将其视为系统性金融风险的强硬表述。FSOC表示,今年7月生效的《GENIUS 法案》已为支付型稳定币建立联邦监管框架,带来监管明确性,有助于在控制风险的同时推动美国本土稳定币创新。FSOC未再重复2024年报告中有关稳定币“易发生挤兑”及市场高度集中可能放大系统性风险的警告,并淡化了对非法活动的担忧,称绝大多数链上交易为合法用途。FSOC认为,美国对加密资产的监管重点正从“风险预警”转向“制度整合”。</strong></p><p style=\"text-align: justify;\">另外,知名投资者迈克尔·伯里警告称,比特币价格持续下跌可能“引发死亡螺旋,导致大规模价值崩溃”,比特币已被暴露为纯粹投机资产,远未达到黄金和其他贵金属那样的贬值贸易对冲。伯里曾因预测2008年金融危机而声名鹊起。</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>跌傻了!刚刚,1.3万亿“血洗”!美国财长,突传重磅!</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跌傻了!刚刚,1.3万亿“血洗”!美国财长,突传重磅!\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2026-02-05 18:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>虚拟币跌傻了!</p></blockquote><p style=\"text-align: justify;\">今日,比特币一度暴跌近8%,跌至7万美元附近。全球第二加密货币以太坊一度下跌超8%,跌破2100美元。世界排名第三的加密货币XRP一度暴跌超10%,报1.42美元。整个虚拟币市值暴跌近7%,总市值来到2.48万亿美元附近,市值单日损失约1860亿美元(折合人民币近1.3万亿元)。</p><p style=\"text-align: justify;\">那么,究竟发生了什么?</p><p style=\"text-align: justify;\">此前,美国财政部长斯科特·贝森特暗示,美国政府不会救助加密货币。这或是虚拟币市场暴跌的导火索。随后,知名投资者迈克尔·伯里警告称,比特币价格持续下跌可能“引发死亡螺旋,导致大规模价值崩溃”。抛压由此被引爆。</p><h2 id=\"id_517160234\">崩盘式杀跌</h2><p style=\"text-align: justify;\">今年以来,比金银更惨的应该是虚拟币市场。今日,比特币跌破7.1万美元,直逼下一个支撑位7万美元。以太坊暴跌超8%,跌破2100美元支撑位。其余币种全线杀跌。</p><p style=\"text-align: justify;\">根据CoinGlass数据统计,最近24小时,全球共有17.62万人爆仓,爆仓总金额为8.71亿美元。最大单笔爆仓单发生在Aster - BTCUSDT 价值为1136.66万美元。</p><p style=\"text-align: justify;\">比特币在过去8个交易日中有7个交易日下跌,较去年10月创下的创纪录高点12.6万美元下跌超过40%。比特币在跌破75000美元后,触发止损单,导致杠杆头寸大量解仓,尤其是在衍生品市场,这一举措更加恶化。</p><p style=\"text-align: justify;\">Fundstrat数字资产负责人肖恩·法雷尔表示,7万美元中段区间是一个合理的支撑区,因为2024年3月约7.4万美元是盘中高点,2025年4月在关税驱动的抛售期间盘中低点。</p><p style=\"text-align: justify;\">法雷尔在一份说明中写道:“其他条件相同的情况下,上周末达到的水平和观察到的屈服程度将带来更具吸引力的短期风险/回报。”这位策略师也警告说,市场状况仍在下降,传统市场存在“充足的持仓风险,可能对加密市场产生不利影响”。</p><h2 id=\"id_1449518387\">贝森特引爆</h2><p style=\"text-align: justify;\">在比特币本轮暴跌之前,美国财政部长斯科特·贝森特暗示美国政府不会救助加密货币。在周三众议院金融服务委员会的激烈辩论中,贝森特被问及美国财政部是否有权购买比特币或其他加密货币。贝森特表示:“我没有权力这么做,作为美国金融稳定监督委员会(FSOC)主席,我也没有这个权力。”</p><p style=\"text-align: justify;\"><strong>FSOC在最新发布的2025年度报告中明显缓和了对加密资产与稳定币的立场,不再延续此前将其视为系统性金融风险的强硬表述。FSOC表示,今年7月生效的《GENIUS 法案》已为支付型稳定币建立联邦监管框架,带来监管明确性,有助于在控制风险的同时推动美国本土稳定币创新。FSOC未再重复2024年报告中有关稳定币“易发生挤兑”及市场高度集中可能放大系统性风险的警告,并淡化了对非法活动的担忧,称绝大多数链上交易为合法用途。FSOC认为,美国对加密资产的监管重点正从“风险预警”转向“制度整合”。</strong></p><p style=\"text-align: justify;\">另外,知名投资者迈克尔·伯里警告称,比特币价格持续下跌可能“引发死亡螺旋,导致大规模价值崩溃”,比特币已被暴露为纯粹投机资产,远未达到黄金和其他贵金属那样的贬值贸易对冲。伯里曾因预测2008年金融危机而声名鹊起。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2b6ee35d5e3953381b46896042cc8e62","relate_stocks":{"BMNR":"BitMine Immersion Technologies Inc.","CLSK":"CleanSpark, Inc.","MSTR":"Strategy","COIN":"Coinbase Global, Inc.","MARA":"MARA Holdings","RIOT":"Riot Platforms","HUT":"Hut 8 Mining Corp","HOOD":"Robinhood"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127313261","content_text":"虚拟币跌傻了!今日,比特币一度暴跌近8%,跌至7万美元附近。全球第二加密货币以太坊一度下跌超8%,跌破2100美元。世界排名第三的加密货币XRP一度暴跌超10%,报1.42美元。整个虚拟币市值暴跌近7%,总市值来到2.48万亿美元附近,市值单日损失约1860亿美元(折合人民币近1.3万亿元)。那么,究竟发生了什么?此前,美国财政部长斯科特·贝森特暗示,美国政府不会救助加密货币。这或是虚拟币市场暴跌的导火索。随后,知名投资者迈克尔·伯里警告称,比特币价格持续下跌可能“引发死亡螺旋,导致大规模价值崩溃”。抛压由此被引爆。崩盘式杀跌今年以来,比金银更惨的应该是虚拟币市场。今日,比特币跌破7.1万美元,直逼下一个支撑位7万美元。以太坊暴跌超8%,跌破2100美元支撑位。其余币种全线杀跌。根据CoinGlass数据统计,最近24小时,全球共有17.62万人爆仓,爆仓总金额为8.71亿美元。最大单笔爆仓单发生在Aster - BTCUSDT 价值为1136.66万美元。比特币在过去8个交易日中有7个交易日下跌,较去年10月创下的创纪录高点12.6万美元下跌超过40%。比特币在跌破75000美元后,触发止损单,导致杠杆头寸大量解仓,尤其是在衍生品市场,这一举措更加恶化。Fundstrat数字资产负责人肖恩·法雷尔表示,7万美元中段区间是一个合理的支撑区,因为2024年3月约7.4万美元是盘中高点,2025年4月在关税驱动的抛售期间盘中低点。法雷尔在一份说明中写道:“其他条件相同的情况下,上周末达到的水平和观察到的屈服程度将带来更具吸引力的短期风险/回报。”这位策略师也警告说,市场状况仍在下降,传统市场存在“充足的持仓风险,可能对加密市场产生不利影响”。贝森特引爆在比特币本轮暴跌之前,美国财政部长斯科特·贝森特暗示美国政府不会救助加密货币。在周三众议院金融服务委员会的激烈辩论中,贝森特被问及美国财政部是否有权购买比特币或其他加密货币。贝森特表示:“我没有权力这么做,作为美国金融稳定监督委员会(FSOC)主席,我也没有这个权力。”FSOC在最新发布的2025年度报告中明显缓和了对加密资产与稳定币的立场,不再延续此前将其视为系统性金融风险的强硬表述。FSOC表示,今年7月生效的《GENIUS 法案》已为支付型稳定币建立联邦监管框架,带来监管明确性,有助于在控制风险的同时推动美国本土稳定币创新。FSOC未再重复2024年报告中有关稳定币“易发生挤兑”及市场高度集中可能放大系统性风险的警告,并淡化了对非法活动的担忧,称绝大多数链上交易为合法用途。FSOC认为,美国对加密资产的监管重点正从“风险预警”转向“制度整合”。另外,知名投资者迈克尔·伯里警告称,比特币价格持续下跌可能“引发死亡螺旋,导致大规模价值崩溃”,比特币已被暴露为纯粹投机资产,远未达到黄金和其他贵金属那样的贬值贸易对冲。伯里曾因预测2008年金融危机而声名鹊起。","news_type":1,"symbols_score_info":{"BMNR":2,"HUT":2,"RIOT":2,"CLSK":2,"HOOD":2,"MARA":2,"MSTR":2,"COIN":2}},"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529131679646808,"gmtCreate":1770218651592,"gmtModify":1770218700673,"author":{"id":"3464587978783849","authorId":"3464587978783849","name":"价值投资不存在A股","avatar":"https://static.tigerbbs.com/8b3f25808bbc56ad4b78fbe0295b1a86","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464587978783849","idStr":"3464587978783849"},"themes":[],"title":"","htmlText":"赞同","listText":"赞同","text":"赞同","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529131679646808","repostId":"2608606093","repostType":2,"repost":{"id":"2608606093","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1770217200,"share":"https://www.laohu8.com/m/news/2608606093?lang=zh_CN&edition=full","pubTime":"2026-02-04 23:00","market":"sg","language":"zh","title":"软件股暴跌或成下一轮信贷危机导火索?","url":"https://stock-news.laohu8.com/highlight/detail?id=2608606093","media":"华尔街见闻","summary":"摩根大通认为,商业发展公司(BDC)因持有约700亿美元的软件行业贷款(占投资组合16%),正成为信贷市场的风险焦点。受AI技术颠覆冲击,软件板块剧烈下跌已导致相关贷款资产价格脱锚,若行业违约潮爆发,BDC可能面临巨额损失,其抗风险能力正经历严峻考验。","content":"<html><head></head><body><blockquote><p>摩根大通认为,商业发展公司(BDC)因持有约700亿美元的软件行业贷款(占投资组合16%),正成为信贷市场的风险焦点。受AI技术颠覆冲击,软件板块剧烈下跌已导致相关贷款资产价格脱锚,若行业违约潮爆发,BDC可能面临巨额损失,其抗风险能力正经历严峻考验。</p></blockquote><p style=\"text-align: left;\">华尔街分析人士警告,BDC持有的巨额软件债务可能成为引发下一轮信贷危机的潜在导火索,这一隐忧已开始在市场中显现。</p><p style=\"text-align: left;\">BDC是私募信贷市场重要组成部分的商业发展公司(Business Development Company,简称BDC),专门为中小型企业(通常是私有企业)提供资金,手里持有大量软件公司的债务(约占其投资组合的 16%)。<strong>而随着软件行业面临前所未有的抛售潮,BDC正面临严峻的资产减值风险。</strong></p><p style=\"text-align: justify;\">据摩根大通信贷分析师 Kabir Caprihan2月3日发布的最新报告,尽管BDC管理层在过去一年多里持续评估软件业敞口,但在近期软件贷款价格下跌且BDC股价重挫后,市场情绪急剧恶化。高盛的数据显示,<strong>软件板块在过去12个交易日中有9日下跌,正测试关键支撑位,且长期表现相对于半导体板块已是一场“史诗级灾难”。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/497b151b5f79d8797ed780af3d29615b\" tg-width=\"500\" tg-height=\"245\"/></p><p style=\"text-align: justify;\"><strong>导致这一崩溃的原因主要集中在人工智能技术的颠覆性威胁上。</strong>高盛客户指出,Anthropic 推出的新代理功能以及部分AI相关公司每股收益(EPS)的下滑(如 Publicis 和 IT),加剧了市场恐慌。投资者担忧AI可能是软件公司的终结者,<strong>这种恐慌情绪导致被视为软件即服务(SaaS)主要贷款方的BDC遭遇重创,市场仿佛任何风吹草动都能让BDC“患上重感冒”。</strong></p><p style=\"text-align: justify;\">尽管目前尚无法确定哪些公司会成为最终的赢家或输家,但摩根大通认为BDC行业需要经历类似于航空租赁公司在疫情期间的压力测试时刻。作为信贷分析师和交易员眼中的“自证”故事,BDC正面临必须证明其抗风险能力的关键时刻,而市场对此反应剧烈。</p><h2 id=\"id_3702139727\" style=\"text-align: left;\">700亿美元的风险敞口</h2><p style=\"text-align: left;\">根据摩根大通的追踪数据,截至2025年第三季度,其关注的30家 BDC 总投资组合规模约为3590亿美元,其中被归类为“软件”的敞口约为700亿美元,占比约16%。若算上更广泛的科技类敞口,总额约为800亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21fd2fb52786aa37361a2f6315a548db\" tg-width=\"500\" tg-height=\"277\"/></p><p style=\"text-align: left;\">各家机构的风险敞口差异巨大。Blue Owl Technology Fund 的软件敞口高达约<strong>40%</strong>。值得注意的是,在一份后续更新的报告中,摩根大通 指出 Sixth Street BDC 旗下的 TSLX 软件贷款占其总投资组合公允价值的比例高达<strong>31.68%,</strong>显示出部分机构对该行业的依赖程度极深。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e816eab91abf6f42546185443670b82\" tg-width=\"500\" tg-height=\"243\"/></p><p style=\"text-align: left;\">尽管管理层试图专注于投资“关键任务”类的软件公司,并对投资组合进行了自下而上的 AI 风险评分,但界定赢家和输家依然困难。摩根大通认为,<strong>目前无法确定 AI 究竟是泡沫还是软件业的末日,但这两种极端观点都令市场感到不安。</strong></p><h2 id=\"id_836879860\" style=\"text-align: left;\">极端压力测试:最糟情境下的资产缩水</h2><p style=\"text-align: left;\">为了评估潜在冲击,摩根大通对 BDC 的软件投资组合进行了压力测试。在一个简化的“33%规则”情境下(即33%的公司违约,33%成为僵尸企业,33%幸存),这30家 BDC 将面临约220亿美元的损失,累计净资产将减少11%,杠杆率将从0.86倍升至约1.0倍。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b3a74cf059ff96fad2cc90cfd8a217c\" tg-width=\"500\" tg-height=\"225\"/></p><p style=\"text-align: left;\">而在更为严峻的“极端情境”下——假设软件行业出现75%的违约率且回收率仅为10%——全行业在一年内的累计净损失将接近500亿美元,账面价值将被稀释24%。<strong>即便在如此极端的情况下,大多数 BDC 的杠杆率仍将维持在2倍以下,部分初始杠杆率较低的机构(如 OTF)展现出了较强的抗压能力。</strong></p><h2 id=\"id_538331557\" style=\"text-align: left;\">重点关注的高风险贷款</h2><p style=\"text-align: left;\">报告还详细列出了 BDC 投资组合中面临压力的具体软件贷款资产。摩根大通分析了银团贷款(BSL)市场,发现已有多个软件贷款在二级市场出现大幅折价,这与 BDC 账面上的高估值形成了鲜明对比。</p><p style=\"text-align: left;\">其中,Cornerstone OnDemand 是被广泛持有的风险资产之一,由6家 BDC 共同持有,其 TLB 1L 贷款价格自2025年11月以来下跌了约10个点,目前交易价格约为83,而 BDC 在三季度的平均标记价格仍为97。此外,Finastra 的贷款交易价格已跌至88,远低于101的平均标记价格。</p><p style=\"text-align: left;\">其他值得关注的大额贷款包括 Medallia(18亿美元贷款,市场标记在80左右,但 FSK 将其标记在90以上)和 Auctane(13亿美元贷款)。Cloudera 的贷款价格近期也下跌了约13个点,尽管其在 NMFC 和 BCRED 的投资组合中占比相对较小。<strong>这些价格脱锚现象表明,BDC 的资产减值压力可能才刚刚开始。</strong></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>软件股暴跌或成下一轮信贷危机导火索?</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软件股暴跌或成下一轮信贷危机导火索?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-04 23:00 北京时间 <a href=https://wallstreetcn.com/articles/3764981><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根大通认为,商业发展公司(BDC)因持有约700亿美元的软件行业贷款(占投资组合16%),正成为信贷市场的风险焦点。受AI技术颠覆冲击,软件板块剧烈下跌已导致相关贷款资产价格脱锚,若行业违约潮爆发,BDC可能面临巨额损失,其抗风险能力正经历严峻考验。华尔街分析人士警告,BDC持有的巨额软件债务可能成为引发下一轮信贷危机的潜在导火索,这一隐忧已开始在市场中显现。BDC是私募信贷市场重要组成部分的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3764981\">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/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"PLTR":"Palantir Technologies Inc.","U":"Unity Software Inc.","APP":"AppLovin Corporation","BK4588":"碎股","BK4585":"ETF&股票定投概念"},"source_url":"https://wallstreetcn.com/articles/3764981","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2608606093","content_text":"摩根大通认为,商业发展公司(BDC)因持有约700亿美元的软件行业贷款(占投资组合16%),正成为信贷市场的风险焦点。受AI技术颠覆冲击,软件板块剧烈下跌已导致相关贷款资产价格脱锚,若行业违约潮爆发,BDC可能面临巨额损失,其抗风险能力正经历严峻考验。华尔街分析人士警告,BDC持有的巨额软件债务可能成为引发下一轮信贷危机的潜在导火索,这一隐忧已开始在市场中显现。BDC是私募信贷市场重要组成部分的商业发展公司(Business Development Company,简称BDC),专门为中小型企业(通常是私有企业)提供资金,手里持有大量软件公司的债务(约占其投资组合的 16%)。而随着软件行业面临前所未有的抛售潮,BDC正面临严峻的资产减值风险。据摩根大通信贷分析师 Kabir Caprihan2月3日发布的最新报告,尽管BDC管理层在过去一年多里持续评估软件业敞口,但在近期软件贷款价格下跌且BDC股价重挫后,市场情绪急剧恶化。高盛的数据显示,软件板块在过去12个交易日中有9日下跌,正测试关键支撑位,且长期表现相对于半导体板块已是一场“史诗级灾难”。导致这一崩溃的原因主要集中在人工智能技术的颠覆性威胁上。高盛客户指出,Anthropic 推出的新代理功能以及部分AI相关公司每股收益(EPS)的下滑(如 Publicis 和 IT),加剧了市场恐慌。投资者担忧AI可能是软件公司的终结者,这种恐慌情绪导致被视为软件即服务(SaaS)主要贷款方的BDC遭遇重创,市场仿佛任何风吹草动都能让BDC“患上重感冒”。尽管目前尚无法确定哪些公司会成为最终的赢家或输家,但摩根大通认为BDC行业需要经历类似于航空租赁公司在疫情期间的压力测试时刻。作为信贷分析师和交易员眼中的“自证”故事,BDC正面临必须证明其抗风险能力的关键时刻,而市场对此反应剧烈。700亿美元的风险敞口根据摩根大通的追踪数据,截至2025年第三季度,其关注的30家 BDC 总投资组合规模约为3590亿美元,其中被归类为“软件”的敞口约为700亿美元,占比约16%。若算上更广泛的科技类敞口,总额约为800亿美元。各家机构的风险敞口差异巨大。Blue Owl Technology Fund 的软件敞口高达约40%。值得注意的是,在一份后续更新的报告中,摩根大通 指出 Sixth Street BDC 旗下的 TSLX 软件贷款占其总投资组合公允价值的比例高达31.68%,显示出部分机构对该行业的依赖程度极深。尽管管理层试图专注于投资“关键任务”类的软件公司,并对投资组合进行了自下而上的 AI 风险评分,但界定赢家和输家依然困难。摩根大通认为,目前无法确定 AI 究竟是泡沫还是软件业的末日,但这两种极端观点都令市场感到不安。极端压力测试:最糟情境下的资产缩水为了评估潜在冲击,摩根大通对 BDC 的软件投资组合进行了压力测试。在一个简化的“33%规则”情境下(即33%的公司违约,33%成为僵尸企业,33%幸存),这30家 BDC 将面临约220亿美元的损失,累计净资产将减少11%,杠杆率将从0.86倍升至约1.0倍。而在更为严峻的“极端情境”下——假设软件行业出现75%的违约率且回收率仅为10%——全行业在一年内的累计净损失将接近500亿美元,账面价值将被稀释24%。即便在如此极端的情况下,大多数 BDC 的杠杆率仍将维持在2倍以下,部分初始杠杆率较低的机构(如 OTF)展现出了较强的抗压能力。重点关注的高风险贷款报告还详细列出了 BDC 投资组合中面临压力的具体软件贷款资产。摩根大通分析了银团贷款(BSL)市场,发现已有多个软件贷款在二级市场出现大幅折价,这与 BDC 账面上的高估值形成了鲜明对比。其中,Cornerstone OnDemand 是被广泛持有的风险资产之一,由6家 BDC 共同持有,其 TLB 1L 贷款价格自2025年11月以来下跌了约10个点,目前交易价格约为83,而 BDC 在三季度的平均标记价格仍为97。此外,Finastra 的贷款交易价格已跌至88,远低于101的平均标记价格。其他值得关注的大额贷款包括 Medallia(18亿美元贷款,市场标记在80左右,但 FSK 将其标记在90以上)和 Auctane(13亿美元贷款)。Cloudera 的贷款价格近期也下跌了约13个点,尽管其在 NMFC 和 BCRED 的投资组合中占比相对较小。这些价格脱锚现象表明,BDC 的资产减值压力可能才刚刚开始。","news_type":1,"symbols_score_info":{"APP":2,"U":2,"PLTR":1.5}},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528357336396808,"gmtCreate":1770014387462,"gmtModify":1770016754037,"author":{"id":"3464587978783849","authorId":"3464587978783849","name":"价值投资不存在A股","avatar":"https://static.tigerbbs.com/8b3f25808bbc56ad4b78fbe0295b1a86","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464587978783849","idStr":"3464587978783849"},"themes":[],"title":"","htmlText":"这是为什么呢?","listText":"这是为什么呢?","text":"这是为什么呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528357336396808","repostId":"1197211170","repostType":2,"repost":{"id":"1197211170","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":1770011385,"share":"https://www.laohu8.com/m/news/1197211170?lang=zh_CN&edition=full","pubTime":"2026-02-02 13:49","market":"us","language":"zh","title":"黄金、白银继续暴跌,分析称杠杆投资者强制平仓引发连锁反应","url":"https://stock-news.laohu8.com/highlight/detail?id=1197211170","media":"老虎资讯综合","summary":"杠杆投资者正遭受重创。","content":"<html><head></head><body><p>周一盘中,现货黄金跌超7%,现货白银大跌近12%。KCM首席交易分析师Tim Waterer表示:“沃什提名虽可能是最初导火索,但不足以解释贵金属如此大幅度的下跌,<strong>是强制平仓和保证金上调引发了连锁反应</strong>。”</p><p>分析师指出,杠杆投资者正遭受重创,被迫抛售其他资产以满足白银和黄金的追加保证金要求。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6c189ff3ca1878ebce5531d1060e586\" tg-width=\"1161\" tg-height=\"420\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5349391e9946f37a77f558e99a363b5e\" tg-width=\"1170\" tg-height=\"384\"/></p><p></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>黄金、白银继续暴跌,分析称杠杆投资者强制平仓引发连锁反应</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{ 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13:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一盘中,现货黄金跌超7%,现货白银大跌近12%。KCM首席交易分析师Tim Waterer表示:“沃什提名虽可能是最初导火索,但不足以解释贵金属如此大幅度的下跌,<strong>是强制平仓和保证金上调引发了连锁反应</strong>。”</p><p>分析师指出,杠杆投资者正遭受重创,被迫抛售其他资产以满足白银和黄金的追加保证金要求。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6c189ff3ca1878ebce5531d1060e586\" tg-width=\"1161\" tg-height=\"420\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5349391e9946f37a77f558e99a363b5e\" tg-width=\"1170\" tg-height=\"384\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e59b88731b8c06f5f2f331abdc0376b0","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197211170","content_text":"周一盘中,现货黄金跌超7%,现货白银大跌近12%。KCM首席交易分析师Tim Waterer表示:“沃什提名虽可能是最初导火索,但不足以解释贵金属如此大幅度的下跌,是强制平仓和保证金上调引发了连锁反应。”分析师指出,杠杆投资者正遭受重创,被迫抛售其他资产以满足白银和黄金的追加保证金要求。","news_type":1,"symbols_score_info":{"GCmain":2,"SImain":2}},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528297903867608,"gmtCreate":1769999953560,"gmtModify":1770002715657,"author":{"id":"3464587978783849","authorId":"3464587978783849","name":"价值投资不存在A股","avatar":"https://static.tigerbbs.com/8b3f25808bbc56ad4b78fbe0295b1a86","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464587978783849","idStr":"3464587978783849"},"themes":[],"title":"","htmlText":"牛逼了直接介入呢","listText":"牛逼了直接介入呢","text":"牛逼了直接介入呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528297903867608","repostId":"1181953710","repostType":2,"repost":{"id":"1181953710","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":1769998953,"share":"https://www.laohu8.com/m/news/1181953710?lang=zh_CN&edition=full","pubTime":"2026-02-02 10:22","market":"us","language":"zh","title":"千问APP投入30亿启动“春节请客计划”","url":"https://stock-news.laohu8.com/highlight/detail?id=1181953710","media":"老虎资讯综合","summary":"2月2日,千问App宣布投入30亿启动春节攻势,全面接入淘宝闪购、大麦、飞猪、盒马等$阿里(BABA)$生态业务,该计划将于2月6日上线。","content":"<html><head></head><body><p>2月2日,千问App宣布投入30亿启动春节攻势,全面接入淘宝闪购、大麦、飞猪、盒马等<a href=\"https://laohu8.com/S/BABA\">阿里</a>生态业务,该计划将于2月6日上线。</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>千问APP投入30亿启动“春节请客计划”</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千问APP投入30亿启动“春节请客计划”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-02-02 10:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月2日,千问App宣布投入30亿启动春节攻势,全面接入淘宝闪购、大麦、飞猪、盒马等<a href=\"https://laohu8.com/S/BABA\">阿里</a>生态业务,该计划将于2月6日上线。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/883020368d31f3fdfcccca2057fa1699","relate_stocks":{"BK4531":"中概回港概念","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","BK4534":"瑞士信贷持仓","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4535":"淡马锡持仓","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","BK4538":"云计算","BK4548":"巴美列捷福持仓","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" 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2602(MCAmain)$ 中国股市即将雪崩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525013591019648","isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524635312816128,"gmtCreate":1769089629338,"gmtModify":1769090593399,"author":{"id":"3464587978783849","authorId":"3464587978783849","name":"价值投资不存在A股","avatar":"https://static.tigerbbs.com/8b3f25808bbc56ad4b78fbe0295b1a86","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464587978783849","idStr":"3464587978783849"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2603(CLmain)$ </a> 唯有不涨的品种就是原油和中国白酒","listText":"<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2603(CLmain)$ </a> 唯有不涨的品种就是原油和中国白酒","text":"$WTI原油主连 2603(CLmain)$ 唯有不涨的品种就是原油和中国白酒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524635312816128","isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524545717293688,"gmtCreate":1769089581762,"gmtModify":1769090593285,"author":{"id":"3464587978783849","authorId":"3464587978783849","name":"价值投资不存在A股","avatar":"https://static.tigerbbs.com/8b3f25808bbc56ad4b78fbe0295b1a86","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464587978783849","idStr":"3464587978783849"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/FCHmain\">$富时中国H50指数主连 2601(FCHmain)$ </a> 中国股市即将全面闪崩,每时每刻!","listText":"<a href=\"https://laohu8.com/FUT/FCHmain\">$富时中国H50指数主连 2601(FCHmain)$ </a> 中国股市即将全面闪崩,每时每刻!","text":"$富时中国H50指数主连 2601(FCHmain)$ 中国股市即将全面闪崩,每时每刻!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524545717293688","isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524751534518896,"gmtCreate":1769089531681,"gmtModify":1769090593082,"author":{"id":"3464587978783849","authorId":"3464587978783849","name":"价值投资不存在A股","avatar":"https://static.tigerbbs.com/8b3f25808bbc56ad4b78fbe0295b1a86","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464587978783849","idStr":"3464587978783849"},"themes":[],"title":"","htmlText":"在没有人认为比特币是投资品种,它只是一个诈骗工具","listText":"在没有人认为比特币是投资品种,它只是一个诈骗工具","text":"在没有人认为比特币是投资品种,它只是一个诈骗工具","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524751534518896","repostId":"2605820154","repostType":2,"repost":{"id":"2605820154","kind":"highlight","weMediaInfo":{"introduction":"链捕手ChainCatcher 成立于 2018 年,是一家领先的中文 Web3 媒体及数据服务商。","home_visible":1,"media_name":"链捕手","id":"1041503808","head_image":"https://community-static.tradeup.com/news/64f0784cc29a0d0070f6e968ef6ec7f5"},"pubTimestamp":1769019908,"share":"https://www.laohu8.com/m/news/2605820154?lang=zh_CN&edition=full","pubTime":"2026-01-22 02:25","market":"fut","language":"zh","title":"数据:Strategy 对手盘过去 2 小时加仓 1.06 亿美元做多 BTC、ETH 和 SOL,总持仓规模突破 4 亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2605820154","media":"链捕手","summary":" ChainCatcher 消息,据 Hyperinsight 监测,随着加密市场进一步下跌,Strategy 对手盘于过去 2 小时内大举加仓其 BTC、ETH 和 SOL 多单,具体操作如下:· 加仓做多 15,468 枚 ETH,约合 4,500 万美元· 加仓做多 488.8 枚 BTC,约合 4,290 万美元· 加仓做多 142,986 枚 SOL,约合 1,815 万美元截至发稿时,其总仓位价值突破 4 亿美元,过去一周已亏损 2,760 万美元,现仓位浮亏 682 万美元(小仓位 DASH 空单浮盈 79 万美元),具体仓位情况如下:· BTC 多单(20x):浮亏 127 万美元· ETH 多单(15x):浮亏 599 万美元· SOL 多单(20x):浮亏 35.6 万美元· 仓位价值:4.02 亿美元。 ","content":"<html><body><p>ChainCatcher 消息,据 Hyperinsight 监测,随着加密市场进一步下跌,<a href=\"https://laohu8.com/S/MSTR\">Strategy</a> 对手盘于过去 2 小时内大举加仓其 BTC、ETH 和 SOL 多单,具体操作如下:</p><p>· 加仓做多 15,468 枚 ETH,约合 4,500 万美元</p><p>· 加仓做多 488.8 枚 BTC,约合 4,290 万美元</p><p>· 加仓做多 142,986 枚 SOL,约合 1,815 万美元截至发稿时,其总仓位价值突破 4 亿美元,过去一周已亏损 2,760 万美元,现仓位浮亏 682 万美元(小仓位 DASH 空单浮盈 79 万美元),具体仓位情况如下:</p><p>· BTC 多单(20x):浮亏 127 万美元</p><p>· ETH 多单(15x):浮亏 599 万美元</p><p>· SOL 多单(20x):浮亏 35.6 万美元</p><p>· 仓位价值:4.02 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>数据:Strategy 对手盘过去 2 小时加仓 1.06 亿美元做多 BTC、ETH 和 SOL,总持仓规模突破 4 亿美元</title>\n<style 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02:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>ChainCatcher 消息,据 Hyperinsight 监测,随着加密市场进一步下跌,<a href=\"https://laohu8.com/S/MSTR\">Strategy</a> 对手盘于过去 2 小时内大举加仓其 BTC、ETH 和 SOL 多单,具体操作如下:</p><p>· 加仓做多 15,468 枚 ETH,约合 4,500 万美元</p><p>· 加仓做多 488.8 枚 BTC,约合 4,290 万美元</p><p>· 加仓做多 142,986 枚 SOL,约合 1,815 万美元截至发稿时,其总仓位价值突破 4 亿美元,过去一周已亏损 2,760 万美元,现仓位浮亏 682 万美元(小仓位 DASH 空单浮盈 79 万美元),具体仓位情况如下:</p><p>· BTC 多单(20x):浮亏 127 万美元</p><p>· ETH 多单(15x):浮亏 599 万美元</p><p>· SOL 多单(20x):浮亏 35.6 万美元</p><p>· 仓位价值:4.02 亿美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MST":"做多杠杆+收益MSTR ETF-Defiance","09799":"南方两倍做多MSTR-U","3LMI.UK":"GRANITESHARES 3X LONG MSTR DAILY ETP","BK4600":"加密货币概念","BK4588":"碎股","BK4601":"加密货币现货ETF","MSII":"REX MSTR Growth & Income ETF","BK4595":"比特币概念","LMI3.UK":"GRANITESHARES 3X LONG MSTR DAILY ETP","MSTK":"Tuttle Capital MSTR 0DTE Covered Call ETF","MSDD":"2倍做空MSTR 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看涨中国股市?以前说不是经济的晴雨表,是韭菜太少,需要诱多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519985040573616","isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518605030650112,"gmtCreate":1767583490921,"gmtModify":1767583728117,"author":{"id":"3464587978783849","authorId":"3464587978783849","name":"价值投资不存在A股","avatar":"https://static.tigerbbs.com/8b3f25808bbc56ad4b78fbe0295b1a86","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464587978783849","idStr":"3464587978783849"},"themes":[],"title":"","htmlText":"诈骗行业","listText":"诈骗行业","text":"诈骗行业","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518605030650112","repostId":"1185050872","repostType":2,"repost":{"id":"1185050872","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":1767580167,"share":"https://www.laohu8.com/m/news/1185050872?lang=zh_CN&edition=full","pubTime":"2026-01-05 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10:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月5日,港股保险股盘中走强,<a href=\"https://laohu8.com/S/01336\">新华保险</a>、<a href=\"https://laohu8.com/S/00966\">中国太平</a>涨超5%,<a href=\"https://laohu8.com/S/02601\">中国太保</a>、<a href=\"https://laohu8.com/S/06963\">阳光保险</a>涨超4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/075013f67464e0e559ace4bdbcf0b668\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"00966":"中国太平","01336":"新华保险","02601":"中国太保"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185050872","content_text":"1月5日,港股保险股盘中走强,新华保险、中国太平涨超5%,中国太保、阳光保险涨超4%。","news_type":1,"symbols_score_info":{"02601":2,"00966":2,"01336":1.5}},"isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":517983049630816,"gmtCreate":1767489995218,"gmtModify":1767490840492,"author":{"id":"3464587978783849","authorId":"3464587978783849","name":"价值投资不存在A股","avatar":"https://static.tigerbbs.com/8b3f25808bbc56ad4b78fbe0295b1a86","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464587978783849","idStr":"3464587978783849"},"themes":[],"title":"","htmlText":"买中国股市看看!茅台如何?","listText":"买中国股市看看!茅台如何?","text":"买中国股市看看!茅台如何?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/517983049630816","repostId":"1176631274","repostType":2,"repost":{"id":"1176631274","kind":"news","pubTimestamp":1767483063,"share":"https://www.laohu8.com/m/news/1176631274?lang=zh_CN&edition=full","pubTime":"2026-01-04 07:31","market":"us","language":"zh","title":"美国“闪击”委内瑞拉:特朗普称将“管理”委内瑞拉直至实施“安全”过渡,深度介入石油产业","url":"https://stock-news.laohu8.com/highlight/detail?id=1176631274","media":"华尔街见闻","summary":"美国将“管理”委内瑞拉直至实施“安全”过渡据新华社报道,美国总统特朗普3日称,美国将“管理”委内瑞拉直至实施“安全”过渡。特朗普称,美国已成功对委内瑞拉及其领导人马杜罗总统实施了大规模打击,马杜罗及其妻子已被抓获并乘飞机离开该国。特朗普还称,不排除美方对委内瑞拉进行第二波打击。据央视新闻,美国总统特朗普对美国媒体称,美国将深度介入委内瑞拉的石油产业。","content":"<html><head></head><body><blockquote><p>据新华社和央视新闻报道,特朗普表示,他实时观看了美国特种部队抓捕马杜罗的行动,称就像看了一场“电视秀”,看到了“每一个细节”。特朗普还对美国媒体称,美国将深度介入委内瑞拉的石油产业。</p></blockquote><p style=\"text-align: justify;\">全球地缘政治持续动荡,当地时间1月3日凌晨,美国对委内瑞拉境内发动空袭,美国总统特朗普随后证实,美方已成功实施大规模打击,委内瑞拉总统马杜罗及其夫人已被抓获并带离该国,随后(北京时间4日零时),在海湖庄园举行新闻发布会,公布对委内瑞拉行动细节。</p><h2 id=\"id_1305912378\">特朗普宣称:委内瑞拉截获、出售“美国石油”</h2><p style=\"text-align: justify;\">特朗普表示,委内瑞拉石油禁运仍然有效,“我们的未来”由保护商业的能力来定义。</p><p style=\"text-align: justify;\">美国保持所有军事选项,直至(美方)要求得到满足,总统马杜罗的遭遇可能会发生在委内瑞拉其他人的身上。</p><h2 id=\"id_17534041\">美国将“管理”委内瑞拉直至实施“安全”过渡</h2><p style=\"text-align: justify;\">据新华社报道,美国总统特朗普3日称,美国将“管理”委内瑞拉直至实施“安全”过渡。</p><p style=\"text-align: justify;\">特朗普3日说,如需要美国将发动第二波更大规模的袭击,并已做好了发动第二波攻击的准备。现在可能没必要针对委内瑞拉发动第二波袭击。</p><p style=\"text-align: justify;\">当地时间1月3日中午11时39分,北京时间今天(1月4日)凌晨0时39分,美国总统特朗普、国防部长赫格塞思在佛罗里达州海湖庄园就美军对委内瑞拉动武、将委内瑞拉总统马杜罗控制并移送出境举行记者会。</p><h2 id=\"id_2602840396\">特朗普:美国大型石油公司将前往委内瑞拉</h2><p style=\"text-align: justify;\">特朗普开始召开新闻发布会,他说,委内瑞拉所有军事能力都被瘫痪,(美国)将经营委内瑞拉,直至能够安全、合理、“正当”地移交政权,这次行动是二战以来“从未有过的”。美国“深更半夜”成功地掳走马杜罗夫妇,他们俩都将受到“美国法律”的制裁。</p><p style=\"text-align: justify;\">据央视新闻报道,当地时间1月3日,美国总统特朗普就对委军事行动发表声明。特朗普表示,美军在行动中使用了空中、陆地和海上力量。</p><p style=\"text-align: justify;\">特朗普称委内瑞拉的军事能力在这次袭击中丧失了战斗力,但目前仍存在一个问题:委内瑞拉军队是否会在似乎已经出现的权力真空地带夺取政权。</p><p style=\"text-align: justify;\">据新华社报道,美国大型石油公司将前往委内瑞拉。特朗普称,“我们将让美国那些规模庞大的石油公司——它们是全球最大的石油企业——投入数十亿美元,维修严重破败的石油基础设施,并开始为国家创造收益。”</p><h2 id=\"id_2329587745\">特朗普发布马杜罗在“硫磺岛”号军舰上的照片</h2><p style=\"text-align: justify;\">据央视新闻报道,当地时间1月3日,特朗普在其社交平台Truth Social上发布了一张马杜罗在“硫磺岛”号军舰上的照片。马杜罗在美国军舰上戴手铐、双眼被黑布蒙住。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67f7d4eac9d3447ca1d456e175d5c560\" tg-width=\"720\" tg-height=\"650\"/></p><h2 id=\"id_4101020106\">委内瑞拉反对派表态:对这样的结果予以承认</h2><p style=\"text-align: justify;\">委内瑞拉反对派领导人Maria Machado声称:“人民主权”(Popular sovereignty)已经到来。</p><p style=\"text-align: justify;\">Edmundo Gonzalez应当“立即”掌权,委内瑞拉武装力量应当对这样的结果予以承认,我们已准备好履行“使命”并接管权力,反对派将给委内瑞拉“带来秩序”。</p><p style=\"text-align: justify;\">智库Chatham House拉美高级研究员Christopher Sabatini表示,仅仅移除马杜罗"不足以"让委内瑞拉反对派掌权。尽管反对派在最近一次选举中合法获胜,但结果遭到马杜罗否认。当前马杜罗的核心圈子成员正试图争夺政权继承权,而非接受民主转型。</p><h2 id=\"id_3226170749\">马杜罗可能于5日在美国纽约联邦法院出庭</h2><p style=\"text-align: justify;\">据央视新闻报道,1月3日获悉,委内瑞拉总统马杜罗最早可能于5日在美国纽约曼哈顿的联邦法院出庭。不过这一时间安排仍可能发生变化。</p><p style=\"text-align: justify;\">据媒体援引两位知情人士消息,美国司法部预计将在纽约对马杜罗及其妻子提起新的指控,并提交一份补充起诉书。此前,马杜罗已于2020年在纽约被起诉。美国司法部对马杜罗的指控最初是在2020年的三份起诉书中提出的——其中两份在纽约提交,一份在华盛顿提交——以及在迈阿密提交的一份刑事诉状中提出的。</p><p style=\"text-align: justify;\">这些案件指控存在长达数十年的阴谋,马杜罗及其高级副手为毒品恐怖分子提供政治和军事保护,同时从国家窃取了数十亿美元。</p><h2 id=\"id_2317454715\">特朗普:像看“电视节目”一样实时观看马杜罗被捕,美国将深度介入委内瑞拉的石油产业</h2><p style=\"text-align: justify;\">据央视新闻,当地时间1月3日,美国总统特朗普称,美方已成功对委内瑞拉实施打击,抓获委内瑞拉总统马杜罗及其夫人,并带离委内瑞拉。特朗普称,美国已成功对委内瑞拉及其领导人马杜罗总统实施了大规模打击,马杜罗及其妻子已被抓获并乘飞机离开该国。此次行动是与美国执法部门联合进行的。</p><p style=\"text-align: justify;\">据新华社报道,美国总统特朗普3日接受福克斯新闻台电话采访时表示,马杜罗夫妇目前在一艘美国军舰上,他们将在纽约被起诉。特朗普还公布更多关于美军抓捕马杜罗的细节,表示他实时观看了美国特种部队抓捕马杜罗的行动,称就像看了一场“电视秀”,看到了“每一个细节”。特朗普称,美国特种部队从一个守卫森严的“堡垒”中带走马杜罗。特朗普还称,不排除美方对委内瑞拉进行第二波打击。</p><p style=\"text-align: justify;\">据央视新闻,美国总统特朗普对美国媒体称,美国将深度介入委内瑞拉的石油产业。特朗普称,将评估“是否由委内瑞拉反对派领导人马查多领导委内瑞拉”,“目前委内瑞拉还有一位副总统”。</p><h2 id=\"c6fca6f0\">对金价、原油影响几何?</h2><p style=\"text-align: justify;\"><strong>Price Futures Group高级市场分析师Phil Flynn表示:"未来24至48小时将至关重要。如果委内瑞拉军方支持反对派,这对全球市场将是重大利好。反之,如果局势走向更多冲突或内战,市场将出现相反反应。"</strong></p><p style=\"text-align: justify;\">委内瑞拉坐拥3030亿桶原油储量,约占全球储量的五分之一,据美国能源信息署数据。然而该国实际日产量仅约100万桶,仅占全球原油产量的0.8%,远低于马杜罗2013年掌权前的200万桶,更不及社会主义政权1999年上台前的350万桶。</p><p style=\"text-align: justify;\">国际制裁、经济危机以及缺乏投资和维护导致委内瑞拉能源基础设施恶化,产能大幅下降。因此即使委内瑞拉石油供应完全中断,油价及汽油等衍生品价格也不太可能失控飙升。</p><p style=\"text-align: justify;\">今年油价一直受到供应过剩担忧的抑制。欧佩克提高了产量,但全球经济持续面临通胀和负担能力问题,需求有所下降。当特朗普政府开始扣押委内瑞拉油轮时,美国原油价格曾短暂升破每桶60美元,但随后回落至57美元。Flynn表示:"心理上可能会有一些提振,但委内瑞拉的石油可以很容易被全球生产商的组合所替代。"</p><p style=\"text-align: justify;\">委内瑞拉黄金资源潜力预估约3500吨,2024年黄金产量为31吨,在全球各国中处于中游水平。从短期看,美国对委内瑞拉的军事攻击暂时停止,对黄金价格影响可能有限。从中期看,若美国进一步加大对委内瑞拉的军事介入力度,而委内瑞拉采取更强硬应对,相关局势可能阶段性升级,则可能支撑黄金价格。</p><h2 id=\"48\">分析师警告:委内瑞拉未来48小时“最为关键”</h2><p style=\"text-align: justify;\">一位政策研究机构负责人表示,委内瑞拉未来48小时可能成为决定性时刻,该国面临爆发内战的风险,美国介入程度能否升级仍存在不确定性。</p><p style=\"text-align: justify;\">Jack D. Gordon公共政策研究所所长Brian Fonseca对NBC News表示,未来48小时可能是整个局势中最关键的时期。他指出,存在一条可能导致严重内部冲突的路径,并可能迫使美国进一步加大介入力度。</p><p style=\"text-align: justify;\">Fonseca警告称,罢黜马杜罗并不会自动瓦解其周围的权力结构。任何政治过渡都需要与委内瑞拉军方这一机构进行接触,而该国军队的角色至关重要。这一表态凸显出委内瑞拉政局的复杂性及其对地区稳定的潜在影响。</p></body></html>","source":"lsy1762389672944","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>美国“闪击”委内瑞拉:特朗普称将“管理”委内瑞拉直至实施“安全”过渡,深度介入石油产业</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; 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}\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美国“闪击”委内瑞拉:特朗普称将“管理”委内瑞拉直至实施“安全”过渡,深度介入石油产业\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-04 07:31 北京时间 <a href=https://wallstreetcn.com/articles/3762484><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据新华社和央视新闻报道,特朗普表示,他实时观看了美国特种部队抓捕马杜罗的行动,称就像看了一场“电视秀”,看到了“每一个细节”。特朗普还对美国媒体称,美国将深度介入委内瑞拉的石油产业。全球地缘政治持续动荡,当地时间1月3日凌晨,美国对委内瑞拉境内发动空袭,美国总统特朗普随后证实,美方已成功实施大规模打击,委内瑞拉总统马杜罗及其夫人已被抓获并带离该国,随后(北京时间4日零时),在海湖庄园举行新闻发布会...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3762484\">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/627bc890436e46f74a0fe8143398a725","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3762484","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176631274","content_text":"据新华社和央视新闻报道,特朗普表示,他实时观看了美国特种部队抓捕马杜罗的行动,称就像看了一场“电视秀”,看到了“每一个细节”。特朗普还对美国媒体称,美国将深度介入委内瑞拉的石油产业。全球地缘政治持续动荡,当地时间1月3日凌晨,美国对委内瑞拉境内发动空袭,美国总统特朗普随后证实,美方已成功实施大规模打击,委内瑞拉总统马杜罗及其夫人已被抓获并带离该国,随后(北京时间4日零时),在海湖庄园举行新闻发布会,公布对委内瑞拉行动细节。特朗普宣称:委内瑞拉截获、出售“美国石油”特朗普表示,委内瑞拉石油禁运仍然有效,“我们的未来”由保护商业的能力来定义。美国保持所有军事选项,直至(美方)要求得到满足,总统马杜罗的遭遇可能会发生在委内瑞拉其他人的身上。美国将“管理”委内瑞拉直至实施“安全”过渡据新华社报道,美国总统特朗普3日称,美国将“管理”委内瑞拉直至实施“安全”过渡。特朗普3日说,如需要美国将发动第二波更大规模的袭击,并已做好了发动第二波攻击的准备。现在可能没必要针对委内瑞拉发动第二波袭击。当地时间1月3日中午11时39分,北京时间今天(1月4日)凌晨0时39分,美国总统特朗普、国防部长赫格塞思在佛罗里达州海湖庄园就美军对委内瑞拉动武、将委内瑞拉总统马杜罗控制并移送出境举行记者会。特朗普:美国大型石油公司将前往委内瑞拉特朗普开始召开新闻发布会,他说,委内瑞拉所有军事能力都被瘫痪,(美国)将经营委内瑞拉,直至能够安全、合理、“正当”地移交政权,这次行动是二战以来“从未有过的”。美国“深更半夜”成功地掳走马杜罗夫妇,他们俩都将受到“美国法律”的制裁。据央视新闻报道,当地时间1月3日,美国总统特朗普就对委军事行动发表声明。特朗普表示,美军在行动中使用了空中、陆地和海上力量。特朗普称委内瑞拉的军事能力在这次袭击中丧失了战斗力,但目前仍存在一个问题:委内瑞拉军队是否会在似乎已经出现的权力真空地带夺取政权。据新华社报道,美国大型石油公司将前往委内瑞拉。特朗普称,“我们将让美国那些规模庞大的石油公司——它们是全球最大的石油企业——投入数十亿美元,维修严重破败的石油基础设施,并开始为国家创造收益。”特朗普发布马杜罗在“硫磺岛”号军舰上的照片据央视新闻报道,当地时间1月3日,特朗普在其社交平台Truth Social上发布了一张马杜罗在“硫磺岛”号军舰上的照片。马杜罗在美国军舰上戴手铐、双眼被黑布蒙住。委内瑞拉反对派表态:对这样的结果予以承认委内瑞拉反对派领导人Maria Machado声称:“人民主权”(Popular sovereignty)已经到来。Edmundo Gonzalez应当“立即”掌权,委内瑞拉武装力量应当对这样的结果予以承认,我们已准备好履行“使命”并接管权力,反对派将给委内瑞拉“带来秩序”。智库Chatham House拉美高级研究员Christopher Sabatini表示,仅仅移除马杜罗\"不足以\"让委内瑞拉反对派掌权。尽管反对派在最近一次选举中合法获胜,但结果遭到马杜罗否认。当前马杜罗的核心圈子成员正试图争夺政权继承权,而非接受民主转型。马杜罗可能于5日在美国纽约联邦法院出庭据央视新闻报道,1月3日获悉,委内瑞拉总统马杜罗最早可能于5日在美国纽约曼哈顿的联邦法院出庭。不过这一时间安排仍可能发生变化。据媒体援引两位知情人士消息,美国司法部预计将在纽约对马杜罗及其妻子提起新的指控,并提交一份补充起诉书。此前,马杜罗已于2020年在纽约被起诉。美国司法部对马杜罗的指控最初是在2020年的三份起诉书中提出的——其中两份在纽约提交,一份在华盛顿提交——以及在迈阿密提交的一份刑事诉状中提出的。这些案件指控存在长达数十年的阴谋,马杜罗及其高级副手为毒品恐怖分子提供政治和军事保护,同时从国家窃取了数十亿美元。特朗普:像看“电视节目”一样实时观看马杜罗被捕,美国将深度介入委内瑞拉的石油产业据央视新闻,当地时间1月3日,美国总统特朗普称,美方已成功对委内瑞拉实施打击,抓获委内瑞拉总统马杜罗及其夫人,并带离委内瑞拉。特朗普称,美国已成功对委内瑞拉及其领导人马杜罗总统实施了大规模打击,马杜罗及其妻子已被抓获并乘飞机离开该国。此次行动是与美国执法部门联合进行的。据新华社报道,美国总统特朗普3日接受福克斯新闻台电话采访时表示,马杜罗夫妇目前在一艘美国军舰上,他们将在纽约被起诉。特朗普还公布更多关于美军抓捕马杜罗的细节,表示他实时观看了美国特种部队抓捕马杜罗的行动,称就像看了一场“电视秀”,看到了“每一个细节”。特朗普称,美国特种部队从一个守卫森严的“堡垒”中带走马杜罗。特朗普还称,不排除美方对委内瑞拉进行第二波打击。据央视新闻,美国总统特朗普对美国媒体称,美国将深度介入委内瑞拉的石油产业。特朗普称,将评估“是否由委内瑞拉反对派领导人马查多领导委内瑞拉”,“目前委内瑞拉还有一位副总统”。对金价、原油影响几何?Price Futures Group高级市场分析师Phil Flynn表示:\"未来24至48小时将至关重要。如果委内瑞拉军方支持反对派,这对全球市场将是重大利好。反之,如果局势走向更多冲突或内战,市场将出现相反反应。\"委内瑞拉坐拥3030亿桶原油储量,约占全球储量的五分之一,据美国能源信息署数据。然而该国实际日产量仅约100万桶,仅占全球原油产量的0.8%,远低于马杜罗2013年掌权前的200万桶,更不及社会主义政权1999年上台前的350万桶。国际制裁、经济危机以及缺乏投资和维护导致委内瑞拉能源基础设施恶化,产能大幅下降。因此即使委内瑞拉石油供应完全中断,油价及汽油等衍生品价格也不太可能失控飙升。今年油价一直受到供应过剩担忧的抑制。欧佩克提高了产量,但全球经济持续面临通胀和负担能力问题,需求有所下降。当特朗普政府开始扣押委内瑞拉油轮时,美国原油价格曾短暂升破每桶60美元,但随后回落至57美元。Flynn表示:\"心理上可能会有一些提振,但委内瑞拉的石油可以很容易被全球生产商的组合所替代。\"委内瑞拉黄金资源潜力预估约3500吨,2024年黄金产量为31吨,在全球各国中处于中游水平。从短期看,美国对委内瑞拉的军事攻击暂时停止,对黄金价格影响可能有限。从中期看,若美国进一步加大对委内瑞拉的军事介入力度,而委内瑞拉采取更强硬应对,相关局势可能阶段性升级,则可能支撑黄金价格。分析师警告:委内瑞拉未来48小时“最为关键”一位政策研究机构负责人表示,委内瑞拉未来48小时可能成为决定性时刻,该国面临爆发内战的风险,美国介入程度能否升级仍存在不确定性。Jack D. Gordon公共政策研究所所长Brian Fonseca对NBC News表示,未来48小时可能是整个局势中最关键的时期。他指出,存在一条可能导致严重内部冲突的路径,并可能迫使美国进一步加大介入力度。Fonseca警告称,罢黜马杜罗并不会自动瓦解其周围的权力结构。任何政治过渡都需要与委内瑞拉军方这一机构进行接触,而该国军队的角色至关重要。这一表态凸显出委内瑞拉政局的复杂性及其对地区稳定的潜在影响。","news_type":1,"symbols_score_info":{"CLmain":2,"BZmain":2,"XAUUSD.FOREX":2}},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516997697921528,"gmtCreate":1767195175260,"gmtModify":1767195299771,"author":{"id":"3464587978783849","authorId":"3464587978783849","name":"价值投资不存在A股","avatar":"https://static.tigerbbs.com/8b3f25808bbc56ad4b78fbe0295b1a86","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464587978783849","idStr":"3464587978783849"},"themes":[],"title":"","htmlText":"2026","listText":"2026","text":"2026","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516997697921528","repostId":"1139751416","repostType":2,"repost":{"id":"1139751416","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":1767193912,"share":"https://www.laohu8.com/m/news/1139751416?lang=zh_CN&edition=full","pubTime":"2025-12-31 23:11","market":"us","language":"zh","title":"中概造车新势力跌幅扩大,蔚来跌超8%,小鹏汽车跌超6%,理想汽车跌超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1139751416","media":"老虎资讯综合","summary":"周三,中概造车新势力盘初跌幅扩大, $蔚来(NIO)$ 跌超8%, $小鹏汽车(XPEV)$ 跌超6%, $理想汽车(LI)$ 跌超5%。","content":"<html><head></head><body><p>周三,中概造车新势力盘初跌幅扩大, <a href=\"https://laohu8.com/S/NIO\">蔚来</a> 跌超8%, <a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a> 跌超6%, <a href=\"https://laohu8.com/S/LI\">理想汽车</a> 跌超5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d239fdab0b758ba7defc939b0347a639\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/842e5ac1894212067dc9d61aa4841dbb\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bad919f4193fdbbd5492a747a1a3389d\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>中概造车新势力跌幅扩大,蔚来跌超8%,小鹏汽车跌超6%,理想汽车跌超5%</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{ 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}\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中概造车新势力跌幅扩大,蔚来跌超8%,小鹏汽车跌超6%,理想汽车跌超5%\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\">2025-12-31 23:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周三,中概造车新势力盘初跌幅扩大, <a href=\"https://laohu8.com/S/NIO\">蔚来</a> 跌超8%, <a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a> 跌超6%, <a href=\"https://laohu8.com/S/LI\">理想汽车</a> 跌超5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d239fdab0b758ba7defc939b0347a639\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/842e5ac1894212067dc9d61aa4841dbb\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bad919f4193fdbbd5492a747a1a3389d\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9abe0e9e278b48e36d3cb87745e11936","relate_stocks":{"XPEV":"小鹏汽车","NIO":"蔚来","LI":"理想汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139751416","content_text":"周三,中概造车新势力盘初跌幅扩大, 蔚来 跌超8%, 小鹏汽车 跌超6%, 理想汽车 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23:24","market":"us","language":"zh","title":"标普500指数盘中创历史新高,成分股中SanDisk涨幅居前","url":"https://stock-news.laohu8.com/highlight/detail?id=1113788741","media":"老虎资讯综合","summary":"道指、标普500指数维持涨势。","content":"<html><head></head><body><p>周三, <a href=\"https://laohu8.com/S/.SPX\">标普500</a> 盘中刷新历史纪录。成分股中 <a href=\"https://laohu8.com/S/SNDK\">SanDisk Corp</a> 涨超6%, <a href=\"https://laohu8.com/S/NKE\">耐克</a> 涨超5%, <a href=\"https://laohu8.com/S/MU\">美光科技</a> 涨超4%。</p><p>截至发稿,美股三大指数中道指、标普500指数维持涨势,纳指小幅走低。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16027e7b0eb67b1a1a12dd78e2973350\" tg-width=\"560\" tg-height=\"240\"/></p><p></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\" 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23:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周三, <a href=\"https://laohu8.com/S/.SPX\">标普500</a> 盘中刷新历史纪录。成分股中 <a href=\"https://laohu8.com/S/SNDK\">SanDisk Corp</a> 涨超6%, <a href=\"https://laohu8.com/S/NKE\">耐克</a> 涨超5%, <a href=\"https://laohu8.com/S/MU\">美光科技</a> 涨超4%。</p><p>截至发稿,美股三大指数中道指、标普500指数维持涨势,纳指小幅走低。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16027e7b0eb67b1a1a12dd78e2973350\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113788741","content_text":"周三, 标普500 盘中刷新历史纪录。成分股中 SanDisk Corp 涨超6%, 耐克 涨超5%, 美光科技 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