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价值投资不存在A股

价值投资不存在A股

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价值投资不存在A股

03-19 23:09

川普家族又做空了？

伊朗战争会是“美国金融危机”导火索吗？

价值投资不存在A股

03-19 20:34

$纳斯达克中国金龙指数(HXC)$ 中国指数其实就3000点，靠几个股护盘指数，作假简单调权重

价值投资不存在A股

03-18 22:05

特朗普骑虎难下！

伊朗誓言打击中东三国石油设施，油价上涨，现货金、银大跌

价值投资不存在A股

03-17 19:22

券商护盘指数而已！

港股综述｜科指收跌0.08%，百度跌超3%；耀才证券金融涨近47%，迅策日内收涨近37%

价值投资不存在A股

03-11

伊朗不同意

特朗普称对伊朗军事行动“即将结束”

价值投资不存在A股

03-09

比特币也该到9万～10万吧

美股异动 | 部分加密货币概念股走高，Circle涨超9%

价值投资不存在A股

03-06

牛逼了的战争啥时候结束特朗普负责

美油涨幅扩大至10%！美股石油股走高，Battalion Oil涨超50%

价值投资不存在A股

03-06

为啥嘛

美股银行股集体下跌！花旗跌超5%，富国银行跌超4%

价值投资不存在A股

03-03

不是该跌的？

热门中概股盘前普跌，小鹏汽车跌超6%，阿里巴巴跌5%

价值投资不存在A股

03-03

不是发展新能源？

A股“三桶油”集体涨停，中石化创近18年新高，中海油创历史新高

价值投资不存在A股

02-27

特朗普要干他

现货黄金、白银直线拉升

价值投资不存在A股

02-26

她行不行啊

“木头姐”加码Figma、DoorDash及AMD，称AI是人类历史上“最具颠覆性的创新”

价值投资不存在A股

02-20

还是美国硬

港股跌幅扩大！恒生科技指数跌幅扩大至逾2%，科网股集体下挫

价值投资不存在A股

02-13

阿里的千问刚上线感觉很好，现在用着，尤其是投资股票基金代码，简直是胡说八道

阿里巴巴盘前“跳水”，跌幅近6%

价值投资不存在A股

02-13

自己玩

宁德时代、洛阳钼业和老铺黄金将纳入香港恒生指数

价值投资不存在A股

02-05

$纳斯达克(.IXIC)$ 纳斯达克技术不好，长期看好

价值投资不存在A股

02-05

为啥呢！哈哈哈哈

比特币自2024年11月6日以来首次跌破70000美元关口

价值投资不存在A股

02-05

不是说黄金吗？

跌傻了！刚刚，1.3万亿“血洗”！美国财长，突传重磅！

价值投资不存在A股

02-04

赞同

软件股暴跌或成下一轮信贷危机导火索？

价值投资不存在A股

02-02

这是为什么呢？

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

去老虎APP查看更多动态

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15:11","market":"us","language":"zh","title":"伊朗战争会是“美国金融危机”导火索吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2620214523","media":"华尔街见闻","summary":"霍尔木兹海峡封锁切断石油美元循环，每年数千亿中东资本或从AI产业链上撤离；与此同时，规模1.8万亿美元的美国私募信贷火药桶已从内部点燃——贝莱德冻结赎回、Apollo高管坦言贷款\"能收回20美分就不错\"。当战争从\"四周速决\"蔓延为第五个月，三重危机正向同一个引爆点狂奔。","content":"<html><head></head><body><p>一场远在中东的战争，正在精准地切断美国金融体系的“大动脉”。</p>\n<p>表面上看，霍尔木兹<a href=\"https://laohu8.com/S/002320\">海峡</a>的封锁只是一场地缘政治引发的能源危机；但在水面之下，它正在阻断一条支撑全球资本市场运转数十年的隐秘血脉——石油美元循环。</p>\n<p>更为致命的是，大洋彼岸的美国，一个规模庞大的火药桶早已咝咝作响：美国私募信贷市场正以加速度恶化，消费贷款基金冻结赎回、华尔街巨头紧急撤回债务发行、行业高管公开预警。</p>\n<p>当“中东断流”撞上“华尔街失血”，两条危机线索正以向着同一个终点狂奔：一场酝酿中的美国金融危机。</p>\n<p>以色列与伊朗的互相袭击向核心能源设施蔓延，华尔街最初“冲突几周就会结束”的幻想正在破灭。如果伊朗战争继续拖长，危机可能在同一个点上引爆。</p>\n<h2>石油美元：AI繁荣背后的中东资本</h2>\n<p>要理解这场危机的深层逻辑，必须先看懂全球金融机器里隐秘的齿轮：石油美元循环（Petrocapital Cycle）。</p>\n<p>这个概念最早由经济学家el-Gamal和Jaffe系统提出：<strong>海湾产油国将卖石油赚来的天量美元，以投资的形式重新注入国际金融市场。这不仅防止了中东国家内部通胀过热，更为全球信贷体系提供了源源不断的流动性。</strong></p>\n<p>自1973年石油危机诞生以来，这套循环就是支撑全球金融运转的隐形基石。历史早已证明，一旦这根血管被掐断，代价将是灾难性的。</p>\n<p>1979年石油冲击叠加1980年两伊战争，海湾国家为了打仗，将巨额资本从国际银行体系中疯狂抽离。结果是拉美国家资金链断裂，直接酿成了1982年拉美主权债务危机——这是历史上第一次由“石油美元断流”引发的系统性金融危机。</p>\n<p>如今，这套循环的规模已膨胀到令人咋舌的地步。截至2025年11月，仅阿联酋金融业持有的资产规模就高达1.4万亿美元。</p>\n<p>更重要的是，中东的钱，去哪了？答案是：硅谷和华尔街。</p>\n<p><strong>当下最炙手可热的AI赛道，无论是<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的芯片、OpenAI的估值，还是私募市场里疯狂扩张的科技软件贷款，背后都站着中东金主。</strong></p>\n<p>去年沙特王储萨勒曼访美，不仅承诺将对美投资从6000亿飙升至1万亿美元，更直接点名“AI芯片与算力”是核心。随后，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>等科技巨头与沙特签下800亿美元的“尖端技术”投资协议；沙特DataVolt更是豪掷200亿美元砸向美国AI数据中心。</p>\n<p>换句话说，中东的石油美元，早就深度焊死在了美国AI产业的资本链条上。</p>\n<p>然而，2月28日，齿轮卡壳了。</p>\n<p>霍尔木兹海峡关闭，伊朗布设水雷。惠誉起初还乐观预测“封锁一个月冲击温和”，但现实狠狠打了脸：海峡不仅长期受阻，关键油气基础设施更遭到持续轰炸。</p>\n<p>石油美元这条流向美国资本市场的大动脉，正在被战争死死勒紧。</p>\n<h2>私募信贷：已在燃烧的火药桶</h2>\n<p>如果说中东是外部断流，那么美国金融体系内部，一场危机早已悄然成形。</p>\n<p>在伊朗战争爆发前，华尔街的私募信贷市场就已经踩在了悬崖边上。而亲手推它下悬崖的，正是中东资本疯狂追捧的AI。</p>\n<p>过去几年，私募信贷野蛮生长，他们最喜欢干的事，就是把钱借给被私募股权收购的科技软件（SaaS）公司，赚取高额利差。瑞银和巴克莱的数据揭示了一个恐怖的集中度：私募信贷的贷款簿里，商业服务和信息技术加起来占比高达55%。</p>\n<p><strong>这本是一场完美的资本游戏，直到Anthropic的Claude横空出世。</strong></p>\n<p>AI开始以摧枯拉朽之势颠覆传统软件公司的商业模式。SaaS公司股价暴跌，它们偿还贷款的现金流瞬间成了画饼。底层资产烂了，私募信贷的多米诺骨牌随之倒塌。</p>\n<p>看看这份“崩盘时间表”：</p>\n<blockquote>\n<ul>\n<li>2月3日：私募信贷股票崩跌，“SaaS末日”冲击波蔓延；</li>\n<li>2月21日：巨头<a href=\"https://laohu8.com/S/OBDE\">Blue Owl</a>出现异常赎回，被华尔街视为“矿井里的金丝雀”；</li>\n<li>2月26日：瑞银警告，创纪录的“连锁违约”即将到来；</li>\n<li>3月5日：<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>（BlackRock）直接将一笔私人贷款从面值100硬生生砍到0；</li>\n<li>3月6日：全球最大资管公司贝莱德对260亿美元基金实施“关门打狗”（限制赎回）；</li>\n<li>3月11日：<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>下调抵押品估值，直接限制对私募机构放贷。</li>\n</ul>\n</blockquote>\n<p>目前，包括<a href=\"https://laohu8.com/S/BX\">黑石</a>、贝莱德、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>在内的巨头，已经面临超101亿美元的赎回挤兑，且只能勉强兑付70%。</p>\n<p>行业大佬的表态更是扯下了最后一块遮羞布。Apollo联席总裁John Zito在瑞银内部会议上直言：一家普通中小型软件公司的贷款，能收回20到40美分就算不错了。至于赎回潮会持续多久？“我也不知道。”</p>\n<p>摩根大通连夜撤回了Qualtrics 53亿美元的债务发行。美银分析师更是将当下的空气，闻出了2008年次贷危机的味道——“当年大家都说次级贷款只是局部问题，直到它掀翻了整个世界。”</p>\n<h2>战争时间表：越拖越危险</h2>\n<p>面对如此脆弱的金融底座，美股为什么还没崩？</p>\n<p>因为华尔街的精英们还在死守一个假设：这只是一场速战速决的局部冲突。</p>\n<p>最初，TS Lombard全球政治研究董事总经理Christopher Granville的基准预测是：冲突最多持续四到五周，市场扛得住。</p>\n<p>但这层窗户纸，在3月18日被彻底捅破。</p>\n<p>当天，以色列直接炸了伊朗最大的天然气田；作为报复，伊朗当晚用导弹端了卡塔尔拉斯拉凡工业城（重要能源枢纽）。</p>\n<p><strong>Granville连夜修改报告，将预测从“短暂冲击”直接上调为“类似2022年俄乌战争的五个月能源震荡”。</strong>他极其悲观地指出：重开海峡的方案大概率会失败。虽然特朗普为了大选不想看到高油价，但他那句“封锁海峡是其他国家的问题”，让美国尽早介入平息战火的可能性变得微乎其微。</p>\n<p>Arbroath Group管理合伙人Christopher Smart更是点出了一个让人绝望的现实：“即便明天奇迹般停火，世界也已经明白——全球20%石油的自由通行，取决于伊朗未来政府的心情。”</p>\n<p>瑞银策略师Bhanu Baweja发出了最后的警告：华尔街习惯了“政策一出问题美联储就会救市”的巨婴模式，但他们根本没有为一场持久战做好准备。如果冲突拖到4月，油价可能击穿150美元/桶。</p>\n<h2>三重危机交汇</h2>\n<p>将这三条线索交织在一起，一幅金融危机路线图徐徐展开：</p>\n<ol>\n<li>源头断水： 战争切断石油美元循环，抽干了原本流向美国AI和资本市场的中东流动性；</li>\n<li>内部失血： 规模高达1.8万亿美元的私募信贷市场，正在AI的冲击下面临生死重估，挤兑与违约相互踩踏；</li>\n<li>战争长期化： 战争长期化带来的高油价，将死死锁住美联储降息的空间，让本就脆弱的信贷环境雪上加霜。</li>\n</ol>\n<p>危机从来不会以人们预想的方式降临。它总是从一个看似遥远的局部冲突开始，顺着隐秘的资本血脉，最终在最繁华的金融中心，引发一场无人幸免的雪崩。</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\" 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n伊朗战争会是“美国金融危机”导火索吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-19 15:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3767891><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一场远在中东的战争，正在精准地切断美国金融体系的“大动脉”。\n表面上看，霍尔木兹海峡的封锁只是一场地缘政治引发的能源危机；但在水面之下，它正在阻断一条支撑全球资本市场运转数十年的隐秘血脉——石油美元循环。\n更为致命的是，大洋彼岸的美国，一个规模庞大的火药桶早已咝咝作响：美国私募信贷市场正以加速度恶化，消费贷款基金冻结赎回、华尔街巨头紧急撤回债务发行、行业高管公开预警。\n当“中东断流”撞上“华尔街...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3767891\">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/4bfb10b06725af696d5ea08c128fdad5","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3767891","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2620214523","content_text":"一场远在中东的战争，正在精准地切断美国金融体系的“大动脉”。\n表面上看，霍尔木兹海峡的封锁只是一场地缘政治引发的能源危机；但在水面之下，它正在阻断一条支撑全球资本市场运转数十年的隐秘血脉——石油美元循环。\n更为致命的是，大洋彼岸的美国，一个规模庞大的火药桶早已咝咝作响：美国私募信贷市场正以加速度恶化，消费贷款基金冻结赎回、华尔街巨头紧急撤回债务发行、行业高管公开预警。\n当“中东断流”撞上“华尔街失血”，两条危机线索正以向着同一个终点狂奔：一场酝酿中的美国金融危机。\n以色列与伊朗的互相袭击向核心能源设施蔓延，华尔街最初“冲突几周就会结束”的幻想正在破灭。如果伊朗战争继续拖长，危机可能在同一个点上引爆。\n石油美元：AI繁荣背后的中东资本\n要理解这场危机的深层逻辑，必须先看懂全球金融机器里隐秘的齿轮：石油美元循环（Petrocapital Cycle）。\n这个概念最早由经济学家el-Gamal和Jaffe系统提出：海湾产油国将卖石油赚来的天量美元，以投资的形式重新注入国际金融市场。这不仅防止了中东国家内部通胀过热，更为全球信贷体系提供了源源不断的流动性。\n自1973年石油危机诞生以来，这套循环就是支撑全球金融运转的隐形基石。历史早已证明，一旦这根血管被掐断，代价将是灾难性的。\n1979年石油冲击叠加1980年两伊战争，海湾国家为了打仗，将巨额资本从国际银行体系中疯狂抽离。结果是拉美国家资金链断裂，直接酿成了1982年拉美主权债务危机——这是历史上第一次由“石油美元断流”引发的系统性金融危机。\n如今，这套循环的规模已膨胀到令人咋舌的地步。截至2025年11月，仅阿联酋金融业持有的资产规模就高达1.4万亿美元。\n更重要的是，中东的钱，去哪了？答案是：硅谷和华尔街。\n当下最炙手可热的AI赛道，无论是英伟达的芯片、OpenAI的估值，还是私募市场里疯狂扩张的科技软件贷款，背后都站着中东金主。\n去年沙特王储萨勒曼访美，不仅承诺将对美投资从6000亿飙升至1万亿美元，更直接点名“AI芯片与算力”是核心。随后，谷歌、甲骨文、AMD等科技巨头与沙特签下800亿美元的“尖端技术”投资协议；沙特DataVolt更是豪掷200亿美元砸向美国AI数据中心。\n换句话说，中东的石油美元，早就深度焊死在了美国AI产业的资本链条上。\n然而，2月28日，齿轮卡壳了。\n霍尔木兹海峡关闭，伊朗布设水雷。惠誉起初还乐观预测“封锁一个月冲击温和”，但现实狠狠打了脸：海峡不仅长期受阻，关键油气基础设施更遭到持续轰炸。\n石油美元这条流向美国资本市场的大动脉，正在被战争死死勒紧。\n私募信贷：已在燃烧的火药桶\n如果说中东是外部断流，那么美国金融体系内部，一场危机早已悄然成形。\n在伊朗战争爆发前，华尔街的私募信贷市场就已经踩在了悬崖边上。而亲手推它下悬崖的，正是中东资本疯狂追捧的AI。\n过去几年，私募信贷野蛮生长，他们最喜欢干的事，就是把钱借给被私募股权收购的科技软件（SaaS）公司，赚取高额利差。瑞银和巴克莱的数据揭示了一个恐怖的集中度：私募信贷的贷款簿里，商业服务和信息技术加起来占比高达55%。\n这本是一场完美的资本游戏，直到Anthropic的Claude横空出世。\nAI开始以摧枯拉朽之势颠覆传统软件公司的商业模式。SaaS公司股价暴跌，它们偿还贷款的现金流瞬间成了画饼。底层资产烂了，私募信贷的多米诺骨牌随之倒塌。\n看看这份“崩盘时间表”：\n\n\n2月3日：私募信贷股票崩跌，“SaaS末日”冲击波蔓延；\n2月21日：巨头Blue Owl出现异常赎回，被华尔街视为“矿井里的金丝雀”；\n2月26日：瑞银警告，创纪录的“连锁违约”即将到来；\n3月5日：贝莱德（BlackRock）直接将一笔私人贷款从面值100硬生生砍到0；\n3月6日：全球最大资管公司贝莱德对260亿美元基金实施“关门打狗”（限制赎回）；\n3月11日：摩根大通下调抵押品估值，直接限制对私募机构放贷。\n\n\n目前，包括黑石、贝莱德、摩根士丹利在内的巨头，已经面临超101亿美元的赎回挤兑，且只能勉强兑付70%。\n行业大佬的表态更是扯下了最后一块遮羞布。Apollo联席总裁John Zito在瑞银内部会议上直言：一家普通中小型软件公司的贷款，能收回20到40美分就算不错了。至于赎回潮会持续多久？“我也不知道。”\n摩根大通连夜撤回了Qualtrics 53亿美元的债务发行。美银分析师更是将当下的空气，闻出了2008年次贷危机的味道——“当年大家都说次级贷款只是局部问题，直到它掀翻了整个世界。”\n战争时间表：越拖越危险\n面对如此脆弱的金融底座，美股为什么还没崩？\n因为华尔街的精英们还在死守一个假设：这只是一场速战速决的局部冲突。\n最初，TS Lombard全球政治研究董事总经理Christopher Granville的基准预测是：冲突最多持续四到五周，市场扛得住。\n但这层窗户纸，在3月18日被彻底捅破。\n当天，以色列直接炸了伊朗最大的天然气田；作为报复，伊朗当晚用导弹端了卡塔尔拉斯拉凡工业城（重要能源枢纽）。\nGranville连夜修改报告，将预测从“短暂冲击”直接上调为“类似2022年俄乌战争的五个月能源震荡”。他极其悲观地指出：重开海峡的方案大概率会失败。虽然特朗普为了大选不想看到高油价，但他那句“封锁海峡是其他国家的问题”，让美国尽早介入平息战火的可能性变得微乎其微。\nArbroath Group管理合伙人Christopher Smart更是点出了一个让人绝望的现实：“即便明天奇迹般停火，世界也已经明白——全球20%石油的自由通行，取决于伊朗未来政府的心情。”\n瑞银策略师Bhanu Baweja发出了最后的警告：华尔街习惯了“政策一出问题美联储就会救市”的巨婴模式，但他们根本没有为一场持久战做好准备。如果冲突拖到4月，油价可能击穿150美元/桶。\n三重危机交汇\n将这三条线索交织在一起，一幅金融危机路线图徐徐展开：\n\n源头断水： 战争切断石油美元循环，抽干了原本流向美国AI和资本市场的中东流动性；\n内部失血： 规模高达1.8万亿美元的私募信贷市场，正在AI的冲击下面临生死重估，挤兑与违约相互踩踏；\n战争长期化： 战争长期化带来的高油价，将死死锁住美联储降息的空间，让本就脆弱的信贷环境雪上加霜。\n\n危机从来不会以人们预想的方式降临。它总是从一个看似遥远的局部冲突开始，顺着隐秘的资本血脉，最终在最繁华的金融中心，引发一场无人幸免的雪崩。","news_type":1,"symbols_score_info":{"FAZ":0.9,"AIYY":0.6,"AI":0.74,"XLE":0.9,"XOP":0.9}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544350861636384,"gmtCreate":1773923655967,"gmtModify":1773924043705,"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/HXC\">$纳斯达克中国金龙指数(HXC)$&nbsp;</a> 中国指数其实就3000点，靠几个股护盘指数，作假简单调权重","listText":"<a href=\"https://laohu8.com/S/HXC\">$纳斯达克中国金龙指数(HXC)$&nbsp;</a> 中国指数其实就3000点，靠几个股护盘指数，作假简单调权重","text":"$纳斯达克中国金龙指数(HXC)$ 中国指数其实就3000点，靠几个股护盘指数，作假简单调权重","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544350861636384","isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544019426636576,"gmtCreate":1773842739219,"gmtModify":1773844117921,"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":"特朗普骑虎难下！","listText":"特朗普骑虎难下！","text":"特朗普骑虎难下！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544019426636576","repostId":"1162597745","repostType":2,"repost":{"id":"1162597745","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":1773842367,"share":"https://www.laohu8.com/m/news/1162597745?lang=zh_CN&edition=full","pubTime":"2026-03-18 21:59","market":"us","language":"zh","title":"伊朗誓言打击中东三国石油设施，油价上涨，现货金、银大跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1162597745","media":"老虎资讯综合","summary":"金价持续承压。","content":"<html><head></head><body><p>周三，伊朗方面表示将就能源设施被袭击一事展开报复，中东三国石油设施成为合法打击目标，油价应声上涨、金银承压。现货黄金周三一度跌逾3%，跌至一个多月来的最低水平；现货白银一度跌逾4%，创一个月来新低；布伦特原油一度突破105美元/桶。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33dbf98dd8db83cf07aa56339bec1335\" tg-width=\"1125\" tg-height=\"420\"/></p><p>High Ridge Futures金属交易总监大卫·梅格尔表示，由于战争持续升级导致的能源价格上涨给通胀“添了一把柴”，美联储可能无法降息，这使金价持续承压。目前并不缺乏避险需求，只是其他压力盖过了对黄金的这种需求。伊朗冲突已持续近三周，几乎没有缓和迹象，这使得基准布伦特原油期货价格继续保持在每桶100美元以上，而随着能源成本上升波及更广泛的经济领域，这反过来又可能加剧通胀。</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>伊朗誓言打击中东三国石油设施，油价上涨，现货金、银大跌</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伊朗誓言打击中东三国石油设施，油价上涨，现货金、银大跌\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\">2026-03-18 21:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周三，伊朗方面表示将就能源设施被袭击一事展开报复，中东三国石油设施成为合法打击目标，油价应声上涨、金银承压。现货黄金周三一度跌逾3%，跌至一个多月来的最低水平；现货白银一度跌逾4%，创一个月来新低；布伦特原油一度突破105美元/桶。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33dbf98dd8db83cf07aa56339bec1335\" tg-width=\"1125\" tg-height=\"420\"/></p><p>High Ridge Futures金属交易总监大卫·梅格尔表示，由于战争持续升级导致的能源价格上涨给通胀“添了一把柴”，美联储可能无法降息，这使金价持续承压。目前并不缺乏避险需求，只是其他压力盖过了对黄金的这种需求。伊朗冲突已持续近三周，几乎没有缓和迹象，这使得基准布伦特原油期货价格继续保持在每桶100美元以上，而随着能源成本上升波及更广泛的经济领域，这反过来又可能加剧通胀。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/6142fd911244ec1e384d3f4b89102e63","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162597745","content_text":"周三，伊朗方面表示将就能源设施被袭击一事展开报复，中东三国石油设施成为合法打击目标，油价应声上涨、金银承压。现货黄金周三一度跌逾3%，跌至一个多月来的最低水平；现货白银一度跌逾4%，创一个月来新低；布伦特原油一度突破105美元/桶。High Ridge Futures金属交易总监大卫·梅格尔表示，由于战争持续升级导致的能源价格上涨给通胀“添了一把柴”，美联储可能无法降息，这使金价持续承压。目前并不缺乏避险需求，只是其他压力盖过了对黄金的这种需求。伊朗冲突已持续近三周，几乎没有缓和迹象，这使得基准布伦特原油期货价格继续保持在每桶100美元以上，而随着能源成本上升波及更广泛的经济领域，这反过来又可能加剧通胀。","news_type":1,"symbols_score_info":{"BZmain":2,"SImain":2,"CLmain":2,"GCmain":2}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543632996294664,"gmtCreate":1773746534850,"gmtModify":1773753243126,"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":"券商护盘指数而已！","listText":"券商护盘指数而已！","text":"券商护盘指数而已！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543632996294664","repostId":"1127340060","repostType":2,"repost":{"id":"1127340060","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":1773735125,"share":"https://www.laohu8.com/m/news/1127340060?lang=zh_CN&edition=full","pubTime":"2026-03-17 16:12","market":"sh","language":"zh","title":"港股综述｜科指收跌0.08%，百度跌超3%；耀才证券金融涨近47%，迅策日内收涨近37%","url":"https://stock-news.laohu8.com/highlight/detail?id=1127340060","media":"老虎资讯综合","summary":"盘中风格轮动明显，权重科网分化，本地券商与消费链条相对活跃。盘中媒体多提及交易活跃度回升及行业景气度分化对股价影响。","content":"<html><head></head><body><h2 id=\"id_2685553899\">一、大盘走势</h2><p>今日港股窄幅震荡收官，三大指数分化。收盘时，<strong>恒生指数</strong>报<strong>25868.54点</strong>，<strong>涨0.13%</strong>；<strong>国企指数</strong>报<strong>8826.73点</strong>，<strong>涨0.12%</strong>；<strong>恒生科技指数</strong>报<strong>5107.64点</strong>，<strong>跌0.08%</strong>。盘中风格轮动明显，权重科网分化，本地券商与消费链条相对活跃。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccf38f54e172998e6f6dda9f56780a4a\" title=\"\" tg-width=\"966\" tg-height=\"144\"/></p><h2 id=\"id_1249661715\">二、板块表现</h2><h3 id=\"id_1586372439\">大型科技股</h3><p><strong><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a></strong>涨<strong>0.45%</strong>，<strong><a href=\"https://laohu8.com/S/00700\">腾讯</a></strong>跌<strong>1.52%</strong>，<strong><a href=\"https://laohu8.com/S/XIACY\">小米</a></strong>涨<strong>0.45%</strong>，<strong><a href=\"https://laohu8.com/S/MPNGY\">美团</a></strong>涨<strong>2.17%</strong>，<strong><a href=\"https://laohu8.com/S/BIDU\">百度</a></strong>跌<strong>3.01%</strong>，<strong><a href=\"https://laohu8.com/S/JD\">京东</a></strong>涨<strong>0.54%</strong>，<strong><a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a></strong>涨<strong>0.99%</strong>，<strong><a href=\"https://laohu8.com/S/NTES\">网易</a></strong>跌<strong>0.05%</strong>。</p><h3 id=\"id_1895742133\">涨幅靠前板块</h3><ul style=\"\"><li><p>信息科技咨询与其它服务：涨15.47%</p></li><li><p>综合货品商店：涨3.75%</p></li><li><p>林业产品：涨3.41%</p></li></ul><h3 id=\"id_247161351\">跌幅靠前板块</h3><ul style=\"\"><li><p>工业气体：跌13.14%</p></li><li><p>家庭装潢零售：跌4.62%</p></li><li><p>互联网服务与基础架构：跌4.50%</p></li></ul><h2 id=\"id_220216046\">三、港股今日涨幅TOP10</h2><table style=\"border-collapse: collapse;\"><tbody><tr><th style=\"text-align: left;\"><p>股票名称</p></th><th style=\"text-align: left;\"><p>代码</p></th><th style=\"text-align: left;\"><p>股价 (港元)</p></th><th style=\"text-align: left;\"><p>日涨幅</p></th></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/01428\">耀才证券金融</a></p></td><td style=\"text-align: left;\"><p>01428</p></td><td style=\"text-align: left;\"><p>13.60</p></td><td style=\"text-align: left;\"><p>46.71%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/03317\">迅策</a></p></td><td style=\"text-align: left;\"><p>03317</p></td><td style=\"text-align: left;\"><p>150.00</p></td><td style=\"text-align: left;\"><p>36.74%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/06651\">五一视界</a></p></td><td style=\"text-align: left;\"><p>06651</p></td><td style=\"text-align: left;\"><p>59.00</p></td><td style=\"text-align: left;\"><p>16.60%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/09900\">智云科技建设-新</a></p></td><td style=\"text-align: left;\"><p>09900</p></td><td style=\"text-align: left;\"><p>4.62</p></td><td style=\"text-align: left;\"><p>8.96%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/02661\">轻松健康</a></p></td><td style=\"text-align: left;\"><p>02661</p></td><td style=\"text-align: left;\"><p>126.60</p></td><td style=\"text-align: left;\"><p>8.30%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/02477\">经纬天地</a></p></td><td style=\"text-align: left;\"><p>02477</p></td><td style=\"text-align: left;\"><p>14.98</p></td><td style=\"text-align: left;\"><p>7.85%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/02656\">健康160</a></p></td><td style=\"text-align: left;\"><p>02656</p></td><td style=\"text-align: left;\"><p>151.00</p></td><td style=\"text-align: left;\"><p>7.47%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/02145\">上美股份</a></p></td><td style=\"text-align: left;\"><p>02145</p></td><td style=\"text-align: left;\"><p>63.20</p></td><td style=\"text-align: left;\"><p>7.30%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/00326\">中国星集团</a></p></td><td style=\"text-align: left;\"><p>00326</p></td><td style=\"text-align: left;\"><p>6.14</p></td><td style=\"text-align: left;\"><p>6.60%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/02510\">德翔海运</a></p></td><td style=\"text-align: left;\"><p>02510</p></td><td style=\"text-align: left;\"><p>9.47</p></td><td style=\"text-align: left;\"><p>6.17%</p></td></tr></tbody></table><p>筛选标准：市值大于100亿港币</p><h2 id=\"id_3637353917\">四、港股今日跌幅TOP10</h2><table style=\"border-collapse: collapse;\"><tbody><tr><th style=\"text-align: left;\"><p>股票名称</p></th><th style=\"text-align: left;\"><p>代码</p></th><th style=\"text-align: left;\"><p>股价 (港元)</p></th><th style=\"text-align: left;\"><p>日跌幅</p></th></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/02627\">中慧生物-B</a></p></td><td style=\"text-align: left;\"><p>02627</p></td><td style=\"text-align: left;\"><p>38.60</p></td><td style=\"text-align: left;\"><p>-16.09%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/06869\">长飞光纤光缆</a></p></td><td style=\"text-align: left;\"><p>06869</p></td><td style=\"text-align: left;\"><p>140.00</p></td><td style=\"text-align: left;\"><p>-12.39%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/02652\">长风药业</a></p></td><td style=\"text-align: left;\"><p>02652</p></td><td style=\"text-align: left;\"><p>24.62</p></td><td style=\"text-align: left;\"><p>-11.82%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/06127\">昭衍新药</a></p></td><td style=\"text-align: left;\"><p>06127</p></td><td style=\"text-align: left;\"><p>16.78</p></td><td style=\"text-align: left;\"><p>-11.73%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/06166\">剑桥科技</a></p></td><td style=\"text-align: left;\"><p>06166</p></td><td style=\"text-align: left;\"><p>70.60</p></td><td style=\"text-align: left;\"><p>-9.78%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/03858\">佳鑫国际资源</a></p></td><td style=\"text-align: left;\"><p>03858</p></td><td style=\"text-align: left;\"><p>114.00</p></td><td style=\"text-align: left;\"><p>-9.16%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/02670\">云迹</a></p></td><td style=\"text-align: left;\"><p>02670</p></td><td style=\"text-align: left;\"><p>165.00</p></td><td style=\"text-align: left;\"><p>-8.99%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/02788\">创新实业</a></p></td><td style=\"text-align: left;\"><p>02788</p></td><td style=\"text-align: left;\"><p>27.34</p></td><td style=\"text-align: left;\"><p>-7.95%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/01478\">丘钛科技</a></p></td><td style=\"text-align: left;\"><p>01478</p></td><td style=\"text-align: left;\"><p>8.42</p></td><td style=\"text-align: left;\"><p>-7.88%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/02889\">博泰车联</a></p></td><td style=\"text-align: left;\"><p>02889</p></td><td style=\"text-align: left;\"><p>142.00</p></td><td style=\"text-align: left;\"><p>-7.19%</p></td></tr></tbody></table><p>筛选标准：市值大于100亿港币</p><h2 id=\"id_256089976\">五、收盘小结</h2><p>1. 指数层面看，恒指与国指小幅收涨、科指微跌，体现存量博弈下的结构性分化：权重对冲、题材轮动。</p><p>2. 科网龙头分歧延续：<strong>美团</strong>、<strong><a href=\"https://laohu8.com/S/LI\">理想汽车</a></strong>、<strong><a href=\"https://laohu8.com/S/KSFTF\">金山软件</a></strong>偏强，而<strong>腾讯</strong>、<strong>百度</strong>、<strong><a href=\"https://laohu8.com/S/01347\">华虹半导体</a></strong>走弱。盘中报道聚焦本地生活、智能应用与内容生态的潜在催化，但半导体与部分广告/搜索标的承压，科技指数收于平盘附近。</p><p>3. 个股异动方面，券商与交易服务链条表现亮眼，蚂蚁集团的要约收购获批准，<strong>耀才证券金融</strong>大涨居前；新经济与互联网医疗股如<strong>健康160</strong>、<strong>轻松健康</strong>走强；传统制造与硬件链条承压，<strong><a href=\"https://laohu8.com/S/601869\">长飞光纤</a>光缆</strong>、<strong>丘钛科技</strong>跌幅靠前；英伟达GTC引爆“Token第一股”迅策，日内收涨近37%。盘中媒体多提及交易活跃度回升及行业景气度分化对股价影响。</p><p>4. 行业上，“信息科技咨询与其它服务”板块领涨；“工业气体”、油气链条相关与部分线下零售承压。盘中综述报道整体聚焦稳增长预期与板块轮动，今日未见体量突出的新股IPO上市，存量题材博弈占主线。</p><p><br/><strong>资料来源</strong>：公开市场数据、媒体报道整理<br/><strong>免责声明</strong>：本内容仅供参考，不构成任何投资建议。</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>港股综述｜科指收跌0.08%，百度跌超3%；耀才证券金融涨近47%，迅策日内收涨近37%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股综述｜科指收跌0.08%，百度跌超3%；耀才证券金融涨近47%，迅策日内收涨近37%\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\">2026-03-17 16:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 id=\"id_2685553899\">一、大盘走势</h2><p>今日港股窄幅震荡收官，三大指数分化。收盘时，<strong>恒生指数</strong>报<strong>25868.54点</strong>，<strong>涨0.13%</strong>；<strong>国企指数</strong>报<strong>8826.73点</strong>，<strong>涨0.12%</strong>；<strong>恒生科技指数</strong>报<strong>5107.64点</strong>，<strong>跌0.08%</strong>。盘中风格轮动明显，权重科网分化，本地券商与消费链条相对活跃。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccf38f54e172998e6f6dda9f56780a4a\" title=\"\" tg-width=\"966\" tg-height=\"144\"/></p><h2 id=\"id_1249661715\">二、板块表现</h2><h3 id=\"id_1586372439\">大型科技股</h3><p><strong><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a></strong>涨<strong>0.45%</strong>，<strong><a href=\"https://laohu8.com/S/00700\">腾讯</a></strong>跌<strong>1.52%</strong>，<strong><a href=\"https://laohu8.com/S/XIACY\">小米</a></strong>涨<strong>0.45%</strong>，<strong><a href=\"https://laohu8.com/S/MPNGY\">美团</a></strong>涨<strong>2.17%</strong>，<strong><a href=\"https://laohu8.com/S/BIDU\">百度</a></strong>跌<strong>3.01%</strong>，<strong><a href=\"https://laohu8.com/S/JD\">京东</a></strong>涨<strong>0.54%</strong>，<strong><a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a></strong>涨<strong>0.99%</strong>，<strong><a href=\"https://laohu8.com/S/NTES\">网易</a></strong>跌<strong>0.05%</strong>。</p><h3 id=\"id_1895742133\">涨幅靠前板块</h3><ul style=\"\"><li><p>信息科技咨询与其它服务：涨15.47%</p></li><li><p>综合货品商店：涨3.75%</p></li><li><p>林业产品：涨3.41%</p></li></ul><h3 id=\"id_247161351\">跌幅靠前板块</h3><ul style=\"\"><li><p>工业气体：跌13.14%</p></li><li><p>家庭装潢零售：跌4.62%</p></li><li><p>互联网服务与基础架构：跌4.50%</p></li></ul><h2 id=\"id_220216046\">三、港股今日涨幅TOP10</h2><table style=\"border-collapse: collapse;\"><tbody><tr><th style=\"text-align: left;\"><p>股票名称</p></th><th style=\"text-align: left;\"><p>代码</p></th><th style=\"text-align: left;\"><p>股价 (港元)</p></th><th style=\"text-align: left;\"><p>日涨幅</p></th></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/01428\">耀才证券金融</a></p></td><td style=\"text-align: left;\"><p>01428</p></td><td style=\"text-align: left;\"><p>13.60</p></td><td style=\"text-align: left;\"><p>46.71%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/03317\">迅策</a></p></td><td style=\"text-align: left;\"><p>03317</p></td><td style=\"text-align: left;\"><p>150.00</p></td><td style=\"text-align: left;\"><p>36.74%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/06651\">五一视界</a></p></td><td style=\"text-align: left;\"><p>06651</p></td><td style=\"text-align: left;\"><p>59.00</p></td><td style=\"text-align: left;\"><p>16.60%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/09900\">智云科技建设-新</a></p></td><td style=\"text-align: left;\"><p>09900</p></td><td style=\"text-align: left;\"><p>4.62</p></td><td style=\"text-align: left;\"><p>8.96%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/02661\">轻松健康</a></p></td><td style=\"text-align: left;\"><p>02661</p></td><td style=\"text-align: left;\"><p>126.60</p></td><td style=\"text-align: left;\"><p>8.30%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/02477\">经纬天地</a></p></td><td style=\"text-align: left;\"><p>02477</p></td><td style=\"text-align: left;\"><p>14.98</p></td><td style=\"text-align: left;\"><p>7.85%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/02656\">健康160</a></p></td><td style=\"text-align: left;\"><p>02656</p></td><td style=\"text-align: left;\"><p>151.00</p></td><td style=\"text-align: left;\"><p>7.47%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/02145\">上美股份</a></p></td><td style=\"text-align: left;\"><p>02145</p></td><td style=\"text-align: left;\"><p>63.20</p></td><td style=\"text-align: left;\"><p>7.30%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/00326\">中国星集团</a></p></td><td style=\"text-align: left;\"><p>00326</p></td><td style=\"text-align: left;\"><p>6.14</p></td><td style=\"text-align: left;\"><p>6.60%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/02510\">德翔海运</a></p></td><td style=\"text-align: left;\"><p>02510</p></td><td style=\"text-align: left;\"><p>9.47</p></td><td style=\"text-align: left;\"><p>6.17%</p></td></tr></tbody></table><p>筛选标准：市值大于100亿港币</p><h2 id=\"id_3637353917\">四、港股今日跌幅TOP10</h2><table style=\"border-collapse: collapse;\"><tbody><tr><th style=\"text-align: left;\"><p>股票名称</p></th><th style=\"text-align: left;\"><p>代码</p></th><th style=\"text-align: left;\"><p>股价 (港元)</p></th><th style=\"text-align: left;\"><p>日跌幅</p></th></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/02627\">中慧生物-B</a></p></td><td style=\"text-align: left;\"><p>02627</p></td><td style=\"text-align: left;\"><p>38.60</p></td><td style=\"text-align: left;\"><p>-16.09%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/06869\">长飞光纤光缆</a></p></td><td style=\"text-align: left;\"><p>06869</p></td><td style=\"text-align: left;\"><p>140.00</p></td><td style=\"text-align: left;\"><p>-12.39%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/02652\">长风药业</a></p></td><td style=\"text-align: left;\"><p>02652</p></td><td style=\"text-align: left;\"><p>24.62</p></td><td style=\"text-align: left;\"><p>-11.82%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/06127\">昭衍新药</a></p></td><td style=\"text-align: left;\"><p>06127</p></td><td style=\"text-align: left;\"><p>16.78</p></td><td style=\"text-align: left;\"><p>-11.73%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/06166\">剑桥科技</a></p></td><td style=\"text-align: left;\"><p>06166</p></td><td style=\"text-align: left;\"><p>70.60</p></td><td style=\"text-align: left;\"><p>-9.78%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/03858\">佳鑫国际资源</a></p></td><td style=\"text-align: left;\"><p>03858</p></td><td style=\"text-align: left;\"><p>114.00</p></td><td style=\"text-align: left;\"><p>-9.16%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/02670\">云迹</a></p></td><td style=\"text-align: left;\"><p>02670</p></td><td style=\"text-align: left;\"><p>165.00</p></td><td style=\"text-align: left;\"><p>-8.99%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/02788\">创新实业</a></p></td><td style=\"text-align: left;\"><p>02788</p></td><td style=\"text-align: left;\"><p>27.34</p></td><td style=\"text-align: left;\"><p>-7.95%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/01478\">丘钛科技</a></p></td><td style=\"text-align: left;\"><p>01478</p></td><td style=\"text-align: left;\"><p>8.42</p></td><td style=\"text-align: left;\"><p>-7.88%</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/02889\">博泰车联</a></p></td><td style=\"text-align: left;\"><p>02889</p></td><td style=\"text-align: left;\"><p>142.00</p></td><td style=\"text-align: left;\"><p>-7.19%</p></td></tr></tbody></table><p>筛选标准：市值大于100亿港币</p><h2 id=\"id_256089976\">五、收盘小结</h2><p>1. 指数层面看，恒指与国指小幅收涨、科指微跌，体现存量博弈下的结构性分化：权重对冲、题材轮动。</p><p>2. 科网龙头分歧延续：<strong>美团</strong>、<strong><a href=\"https://laohu8.com/S/LI\">理想汽车</a></strong>、<strong><a href=\"https://laohu8.com/S/KSFTF\">金山软件</a></strong>偏强，而<strong>腾讯</strong>、<strong>百度</strong>、<strong><a href=\"https://laohu8.com/S/01347\">华虹半导体</a></strong>走弱。盘中报道聚焦本地生活、智能应用与内容生态的潜在催化，但半导体与部分广告/搜索标的承压，科技指数收于平盘附近。</p><p>3. 个股异动方面，券商与交易服务链条表现亮眼，蚂蚁集团的要约收购获批准，<strong>耀才证券金融</strong>大涨居前；新经济与互联网医疗股如<strong>健康160</strong>、<strong>轻松健康</strong>走强；传统制造与硬件链条承压，<strong><a href=\"https://laohu8.com/S/601869\">长飞光纤</a>光缆</strong>、<strong>丘钛科技</strong>跌幅靠前；英伟达GTC引爆“Token第一股”迅策，日内收涨近37%。盘中媒体多提及交易活跃度回升及行业景气度分化对股价影响。</p><p>4. 行业上，“信息科技咨询与其它服务”板块领涨；“工业气体”、油气链条相关与部分线下零售承压。盘中综述报道整体聚焦稳增长预期与板块轮动，今日未见体量突出的新股IPO上市，存量题材博弈占主线。</p><p><br/><strong>资料来源</strong>：公开市场数据、媒体报道整理<br/><strong>免责声明</strong>：本内容仅供参考，不构成任何投资建议。</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/082208e3c37780dd55878056410ffa43","relate_stocks":{"HSTECH":"恒生科技指数","BK4588":"碎股","HSCEI":"国企指数","BK4585":"ETF&股票定投概念","HSI":"恒生指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127340060","content_text":"一、大盘走势今日港股窄幅震荡收官，三大指数分化。收盘时，恒生指数报25868.54点，涨0.13%；国企指数报8826.73点，涨0.12%；恒生科技指数报5107.64点，跌0.08%。盘中风格轮动明显，权重科网分化，本地券商与消费链条相对活跃。二、板块表现大型科技股阿里巴巴涨0.45%，腾讯跌1.52%，小米涨0.45%，美团涨2.17%，百度跌3.01%，京东涨0.54%，哔哩哔哩涨0.99%，网易跌0.05%。涨幅靠前板块信息科技咨询与其它服务：涨15.47%综合货品商店：涨3.75%林业产品：涨3.41%跌幅靠前板块工业气体：跌13.14%家庭装潢零售：跌4.62%互联网服务与基础架构：跌4.50%三、港股今日涨幅TOP10股票名称代码股价 (港元)日涨幅耀才证券金融0142813.6046.71%迅策03317150.0036.74%五一视界0665159.0016.60%智云科技建设-新099004.628.96%轻松健康02661126.608.30%经纬天地0247714.987.85%健康16002656151.007.47%上美股份0214563.207.30%中国星集团003266.146.60%德翔海运025109.476.17%筛选标准：市值大于100亿港币四、港股今日跌幅TOP10股票名称代码股价 (港元)日跌幅中慧生物-B0262738.60-16.09%长飞光纤光缆06869140.00-12.39%长风药业0265224.62-11.82%昭衍新药0612716.78-11.73%剑桥科技0616670.60-9.78%佳鑫国际资源03858114.00-9.16%云迹02670165.00-8.99%创新实业0278827.34-7.95%丘钛科技014788.42-7.88%博泰车联02889142.00-7.19%筛选标准：市值大于100亿港币五、收盘小结1. 指数层面看，恒指与国指小幅收涨、科指微跌，体现存量博弈下的结构性分化：权重对冲、题材轮动。2. 科网龙头分歧延续：美团、理想汽车、金山软件偏强，而腾讯、百度、华虹半导体走弱。盘中报道聚焦本地生活、智能应用与内容生态的潜在催化，但半导体与部分广告/搜索标的承压，科技指数收于平盘附近。3. 个股异动方面，券商与交易服务链条表现亮眼，蚂蚁集团的要约收购获批准，耀才证券金融大涨居前；新经济与互联网医疗股如健康160、轻松健康走强；传统制造与硬件链条承压，长飞光纤光缆、丘钛科技跌幅靠前；英伟达GTC引爆“Token第一股”迅策，日内收涨近37%。盘中媒体多提及交易活跃度回升及行业景气度分化对股价影响。4. 行业上，“信息科技咨询与其它服务”板块领涨；“工业气体”、油气链条相关与部分线下零售承压。盘中综述报道整体聚焦稳增长预期与板块轮动，今日未见体量突出的新股IPO上市，存量题材博弈占主线。资料来源：公开市场数据、媒体报道整理免责声明：本内容仅供参考，不构成任何投资建议。","news_type":1,"symbols_score_info":{"HSI":2,"HSCEI":2,"HSTECH":2}},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541547289011176,"gmtCreate":1773239192371,"gmtModify":1773240268620,"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":"伊朗不同意","listText":"伊朗不同意","text":"伊朗不同意","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541547289011176","repostId":"1188112766","repostType":2,"repost":{"id":"1188112766","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":1773238360,"share":"https://www.laohu8.com/m/news/1188112766?lang=zh_CN&edition=full","pubTime":"2026-03-11 22:12","market":"us","language":"zh","title":"特朗普称对伊朗军事行动“即将结束”","url":"https://stock-news.laohu8.com/highlight/detail?id=1188112766","media":"老虎资讯综合","summary":"据美国阿克西奥斯新闻网站11日报道，美国总统特朗普称，伊朗境内“几乎已无可打击的目标”，美国对伊朗军事行动“即将结束”。（新华社）","content":"<html><head></head><body><p><strong>据美国阿克西奥斯新闻网站11日报道，美国总统特朗普称，伊朗境内“几乎已无可打击的目标”，美国对伊朗军事行动“即将结束”。（新华社）</strong></p><p>据Axios网站今日报道，美国总统特朗普周三在接受简短电话采访时表示，与伊朗的战争将“很快”结束，因为“几乎已经没有什么目标可以打击”。在持续约五分钟的通话中，特朗普说：“剩下一点点零星目标……只要我想结束，战争随时都可以结束。”</p><p>尽管特朗普公开表示军事行动已基本实现目标，但美国和以色列官员称，目前内部尚未下达任何有关何时停止战斗的指令。</p><p>以色列国防部长卡茨周三表示，这场战争将“没有时间限制地持续下去，只要有必要，直到实现所有目标并彻底赢得这场战役”。以色列和美国官员表示，他们正准备在伊朗继续实施至少两周的打击行动。特朗普向Axios证实，美国周二的打击摧毁了16艘布雷船，并挫败了伊朗的相关计划。</p><p>特朗普还表示，伊朗的敌对行动不仅针对以色列和美国，也针对整个海湾地区的国家。</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 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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特朗普称对伊朗军事行动“即将结束”\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\">2026-03-11 22:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>据美国阿克西奥斯新闻网站11日报道，美国总统特朗普称，伊朗境内“几乎已无可打击的目标”，美国对伊朗军事行动“即将结束”。（新华社）</strong></p><p>据Axios网站今日报道，美国总统特朗普周三在接受简短电话采访时表示，与伊朗的战争将“很快”结束，因为“几乎已经没有什么目标可以打击”。在持续约五分钟的通话中，特朗普说：“剩下一点点零星目标……只要我想结束，战争随时都可以结束。”</p><p>尽管特朗普公开表示军事行动已基本实现目标，但美国和以色列官员称，目前内部尚未下达任何有关何时停止战斗的指令。</p><p>以色列国防部长卡茨周三表示，这场战争将“没有时间限制地持续下去，只要有必要，直到实现所有目标并彻底赢得这场战役”。以色列和美国官员表示，他们正准备在伊朗继续实施至少两周的打击行动。特朗普向Axios证实，美国周二的打击摧毁了16艘布雷船，并挫败了伊朗的相关计划。</p><p>特朗普还表示，伊朗的敌对行动不仅针对以色列和美国，也针对整个海湾地区的国家。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/06deb7c4af4f24dd4a4eb9a7a42fab33","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188112766","content_text":"据美国阿克西奥斯新闻网站11日报道，美国总统特朗普称，伊朗境内“几乎已无可打击的目标”，美国对伊朗军事行动“即将结束”。（新华社）据Axios网站今日报道，美国总统特朗普周三在接受简短电话采访时表示，与伊朗的战争将“很快”结束，因为“几乎已经没有什么目标可以打击”。在持续约五分钟的通话中，特朗普说：“剩下一点点零星目标……只要我想结束，战争随时都可以结束。”尽管特朗普公开表示军事行动已基本实现目标，但美国和以色列官员称，目前内部尚未下达任何有关何时停止战斗的指令。以色列国防部长卡茨周三表示，这场战争将“没有时间限制地持续下去，只要有必要，直到实现所有目标并彻底赢得这场战役”。以色列和美国官员表示，他们正准备在伊朗继续实施至少两周的打击行动。特朗普向Axios证实，美国周二的打击摧毁了16艘布雷船，并挫败了伊朗的相关计划。特朗普还表示，伊朗的敌对行动不仅针对以色列和美国，也针对整个海湾地区的国家。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":540862499557856,"gmtCreate":1773064643750,"gmtModify":1773064750970,"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":"比特币也该到9万～10万吧","listText":"比特币也该到9万～10万吧","text":"比特币也该到9万～10万吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/540862499557856","repostId":"1144246365","repostType":2,"repost":{"id":"1144246365","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":1773064079,"share":"https://www.laohu8.com/m/news/1144246365?lang=zh_CN&edition=full","pubTime":"2026-03-09 21:47","market":"us","language":"zh","title":"美股异动 | 部分加密货币概念股走高，Circle涨超9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1144246365","media":"老虎资讯综合","summary":"3月9日，部分加密货币概念股盘初走高，$Circle(CRCL)$涨超9%，$BitMine Immersion(BMNR)$涨超4%，$Strategy(MSTR)$涨超3%，$Coinbase(COIN)$涨近2%。","content":"<html><head></head><body><p>3月9日，部分加密货币概念股盘初走高，<a href=\"https://laohu8.com/S/CRCL\">Circle</a>涨超9%，<a href=\"https://laohu8.com/S/BMNR\">BitMine Immersion</a>涨超4%，<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>涨超3%，<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>涨近2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/12f8be4e8859026e1b21c2a2e3af4623\" tg-width=\"402\" tg-height=\"285\"/></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>美股异动 | 部分加密货币概念股走高，Circle涨超9%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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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\">2026-03-09 21:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月9日，部分加密货币概念股盘初走高，<a href=\"https://laohu8.com/S/CRCL\">Circle</a>涨超9%，<a href=\"https://laohu8.com/S/BMNR\">BitMine Immersion</a>涨超4%，<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>涨超3%，<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>涨近2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/12f8be4e8859026e1b21c2a2e3af4623\" tg-width=\"402\" tg-height=\"285\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b73a4391d6b8bf3291eb4d137bd1dfc3","relate_stocks":{"BK4588":"碎股","CRCL":"Circle Internet 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Immersion涨超4%，Strategy涨超3%，Coinbase涨近2%。","news_type":1,"symbols_score_info":{"CRCL":2}},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539815679239648,"gmtCreate":1772809069438,"gmtModify":1772810276806,"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":"牛逼了的战争啥时候结束特朗普负责","listText":"牛逼了的战争啥时候结束特朗普负责","text":"牛逼了的战争啥时候结束特朗普负责","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539815679239648","repostId":"1145472844","repostType":2,"repost":{"id":"1145472844","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":1772807987,"share":"https://www.laohu8.com/m/news/1145472844?lang=zh_CN&edition=full","pubTime":"2026-03-06 22:39","market":"us","language":"zh","title":"美油涨幅扩大至10%！美股石油股走高，Battalion Oil涨超50%","url":"https://stock-news.laohu8.com/highlight/detail?id=1145472844","media":"老虎资讯综合","summary":"3月6日，美股石油股走高，$Battalion Oil(BATL)$涨超50%，$美国能源(USEG)$涨超16%；美油涨幅进一步扩大至10%，续创2024年4月以来新高。","content":"<html><head></head><body><p>3月6日，美股石油股走高，<a href=\"https://laohu8.com/S/BATL\">Battalion Oil</a>涨超50%，<a href=\"https://laohu8.com/S/USEG\">美国能源</a>涨超16%；美油涨幅进一步扩大至10%，续创2024年4月以来新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33fd7487a8c9e21812aef5a37d0c18da\" 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\" 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美油涨幅扩大至10%！美股石油股走高，Battalion Oil涨超50%\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\">2026-03-06 22:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月6日，美股石油股走高，<a href=\"https://laohu8.com/S/BATL\">Battalion Oil</a>涨超50%，<a href=\"https://laohu8.com/S/USEG\">美国能源</a>涨超16%；美油涨幅进一步扩大至10%，续创2024年4月以来新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33fd7487a8c9e21812aef5a37d0c18da\" 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/ef375710aa7a4298de56c8827d8139df","relate_stocks":{"DWT":"三倍做空原油ETN","BK4588":"碎股","BK4550":"红杉资本持仓","IWM":"罗素2000指数ETF","DDG":"ProShares做空石油与天然气ETF","TZA":"罗素2000指数三倍做空ETF","BK4581":"高盛持仓","UCO":"二倍做多彭博原油ETF","UWM":"罗素2000指数ETF两倍做多","SRTY":"罗素2000指数三倍做空ETF-ProShares","TWM":"罗素2000指数两倍做空ETF","BK4570":"地缘局势概念股","TNA":"罗素2000指数三倍做多ETF-Direxion","BK4535":"淡马锡持仓","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","IWN":"罗素2000价值股指数ETF-iShares","VT":"世界全股市ETF-Vanguard","IWO":"罗素2000成长股指数ETF","SCO":"二倍做空彭博原油指数ETF","XLE":"SPDR能源指数ETF","USO":"美国原油ETF","DUG":"二倍做空石油与天然气ETF(ProShares)","RWM":"罗素2000指数反向ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145472844","content_text":"3月6日，美股石油股走高，Battalion Oil涨超50%，美国能源涨超16%；美油涨幅进一步扩大至10%，续创2024年4月以来新高。","news_type":1,"symbols_score_info":{"TNA":0.6,"TZA":0.6,"CLmain":1.5,"IWO":0.6,"VT":1.5,"UWM":0.6,"DWT":0.6,"IWM":1.5,"RWM":0.6,"DUG":0.6,"BZmain":0.6,"SCO":1.5,"QMmain":1.5,"IWN":0.6,"TWM":0.6,"SRTY":0.6,"MNQmain":0.6,"XLE":1.5,"USO":1.5,"UCO":1.5,"DDG":0.6}},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539940318593896,"gmtCreate":1772809006601,"gmtModify":1772810277565,"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":"为啥嘛","listText":"为啥嘛","text":"为啥嘛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/539940318593896","repostId":"1100083798","repostType":2,"repost":{"id":"1100083798","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":1772808283,"share":"https://www.laohu8.com/m/news/1100083798?lang=zh_CN&edition=full","pubTime":"2026-03-06 22:44","market":"us","language":"zh","title":"美股银行股集体下跌！花旗跌超5%，富国银行跌超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1100083798","media":"老虎资讯综合","summary":"3月6日，美股银行股集体下跌，$花旗(C)$跌超5%，$富国银行(WFC)$跌超4%，$高盛(GS)$、$摩根大通(JPM)$、$摩根士丹利(MS)$、$美国银行(BAC)$均跌超3%。","content":"<html><head></head><body><p>3月6日，美股银行股集体下跌，<a href=\"https://laohu8.com/S/C\">花旗</a>跌超5%，<a href=\"https://laohu8.com/S/WFC\">富国银行</a>跌超4%，<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>均跌超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0269f9a695332ff982a46acad4ec1375\" title=\"\" 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\" 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}\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美股银行股集体下跌！花旗跌超5%，富国银行跌超4%\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\">2026-03-06 22:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月6日，美股银行股集体下跌，<a href=\"https://laohu8.com/S/C\">花旗</a>跌超5%，<a href=\"https://laohu8.com/S/WFC\">富国银行</a>跌超4%，<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>均跌超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0269f9a695332ff982a46acad4ec1375\" title=\"\" 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/52e95f8d8c314466bbcd01bdb562ed3f","relate_stocks":{"VT":"世界全股市ETF-Vanguard","RWM":"罗素2000指数反向ETF","BK4534":"瑞士信贷持仓","TWM":"罗素2000指数两倍做空ETF","BK4535":"淡马锡持仓","IWO":"罗素2000成长股指数ETF","IWM":"罗素2000指数ETF","TNA":"罗素2000指数三倍做多ETF-Direxion","BK4581":"高盛持仓","TZA":"罗素2000指数三倍做空ETF","UWM":"罗素2000指数ETF两倍做多","IWN":"罗素2000价值股指数ETF-iShares","BK4550":"红杉资本持仓","SRTY":"罗素2000指数三倍做空ETF-ProShares","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":"1100083798","content_text":"3月6日，美股银行股集体下跌，花旗跌超5%，富国银行跌超4%，高盛、摩根大通、摩根士丹利、美国银行均跌超3%。","news_type":1,"symbols_score_info":{"TZA":0.6,"IWM":1.5,"VT":1.5,"RWM":0.6,"TWM":0.6,"IWO":0.6,"UWM":0.6,"SRTY":0.6,"TNA":0.6,"IWN":0.6,"MNQmain":0.6}},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3541021366285252","authorId":"3541021366285252","name":"芒格的伙伴","avatar":"https://static.tigerbbs.com/77ef438b48692400fbd9e5e2d26bfb63","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3541021366285252","idStr":"3541021366285252"},"content":"就业市场下跌，还不了银行贷款","text":"就业市场下跌，还不了银行贷款","html":"就业市场下跌，还不了银行贷款"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538701106324912,"gmtCreate":1772537909774,"gmtModify":1772543114587,"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":"不是该跌的？","listText":"不是该跌的？","text":"不是该跌的？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538701106324912","repostId":"1191502281","repostType":2,"repost":{"id":"1191502281","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":1772535507,"share":"https://www.laohu8.com/m/news/1191502281?lang=zh_CN&edition=full","pubTime":"2026-03-03 18:58","market":"us","language":"zh","title":"热门中概股盘前普跌，小鹏汽车跌超6%，阿里巴巴跌5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1191502281","media":"老虎资讯综合","summary":"百度、理想汽车跌超4%。","content":"<html><head></head><body><p>周二，热门中概股盘前普跌。 <a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a> 跌超6%， <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 跌5%， <a href=\"https://laohu8.com/S/BIDU\">百度</a> 、 <a href=\"https://laohu8.com/S/LI\">理想汽车</a> 跌超4%， <a href=\"https://laohu8.com/S/JD\">京东</a> 跌3.8%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1c0f594aa24c2c8ed2cc8177c0a2e75\" tg-width=\"1136\" tg-height=\"450\"/></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>热门中概股盘前普跌，小鹏汽车跌超6%，阿里巴巴跌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{ 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 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18:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二，热门中概股盘前普跌。 <a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a> 跌超6%， <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 跌5%， <a href=\"https://laohu8.com/S/BIDU\">百度</a> 、 <a href=\"https://laohu8.com/S/LI\">理想汽车</a> 跌超4%， <a href=\"https://laohu8.com/S/JD\">京东</a> 跌3.8%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1c0f594aa24c2c8ed2cc8177c0a2e75\" tg-width=\"1136\" tg-height=\"450\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f803d027d960e6544b634aa5c50191ab","relate_stocks":{"BABA":"阿里巴巴","BIDU":"百度","LI":"理想汽车","XPEV":"小鹏汽车","JD":"京东"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191502281","content_text":"周二，热门中概股盘前普跌。 小鹏汽车 跌超6%， 阿里巴巴 跌5%， 百度 、 理想汽车 跌超4%， 京东 跌3.8%。","news_type":1,"symbols_score_info":{"BIDU":2,"LI":2,"BABA":2,"JD":2,"XPEV":2}},"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538583303980632,"gmtCreate":1772511029710,"gmtModify":1772511684661,"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":"不是发展新能源？","listText":"不是发展新能源？","text":"不是发展新能源？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538583303980632","repostId":"1173284718","repostType":2,"repost":{"id":"1173284718","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":1772509204,"share":"https://www.laohu8.com/m/news/1173284718?lang=zh_CN&edition=full","pubTime":"2026-03-03 11:40","market":"sh","language":"zh","title":"A股“三桶油”集体涨停，中石化创近18年新高，中海油创历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1173284718","media":"老虎资讯综合","summary":"A股市场上“三桶油”集体涨停。","content":"<html><head></head><body><p>周二，A股市场上“三桶油”集体涨停。<a href=\"https://laohu8.com/S/600028\">中国石化</a> 创2008年3月以来新高， <a href=\"https://laohu8.com/S/601857\">中国石油</a> 、 <a href=\"https://laohu8.com/S/600938\">中国海油</a> 双双走出2连板，中国海油创历史新高。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e137f32d61c945b410d49d837eb110a2\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b1f1338138ef64b79ef3dff6fd3de69\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db57dbb36a3b4988e3acee2cbe0f27b7\" 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>A股“三桶油”集体涨停，中石化创近18年新高，中海油创历史新高</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; 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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\">\nA股“三桶油”集体涨停，中石化创近18年新高，中海油创历史新高\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\">2026-03-03 11:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二，A股市场上“三桶油”集体涨停。<a href=\"https://laohu8.com/S/600028\">中国石化</a> 创2008年3月以来新高， <a href=\"https://laohu8.com/S/601857\">中国石油</a> 、 <a href=\"https://laohu8.com/S/600938\">中国海油</a> 双双走出2连板，中国海油创历史新高。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e137f32d61c945b410d49d837eb110a2\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b1f1338138ef64b79ef3dff6fd3de69\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db57dbb36a3b4988e3acee2cbe0f27b7\" 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/5f64df078da3c1b434d96ddb00e489ed","relate_stocks":{"600028":"中国石化","600938":"中国海油","601857":"中国石油"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173284718","content_text":"周二，A股市场上“三桶油”集体涨停。中国石化 创2008年3月以来新高， 中国石油 、 中国海油 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21:20","market":"us","language":"zh","title":"现货黄金、白银直线拉升","url":"https://stock-news.laohu8.com/highlight/detail?id=1165697173","media":"老虎资讯综合","summary":"周五，现货黄金、白银盘中直线拉升。现货白银涨幅超3%，现货黄金涨幅约0.7%。","content":"<p>周五，现货黄金、白银盘中直线拉升。现货白银涨幅超3%，现货黄金涨幅约0.7%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07d36f4db4a3e39d699e9af2e955a278\" tg-width=\"1041\" tg-height=\"423\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d772ad2b06c1f4071da7d4176480c8c7\" tg-width=\"1050\" tg-height=\"426\"></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>现货黄金、白银直线拉升</title>\n<style 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20:49","market":"us","language":"zh","title":"“木头姐”加码Figma、DoorDash及AMD，称AI是人类历史上“最具颠覆性的创新”","url":"https://stock-news.laohu8.com/highlight/detail?id=2614041662","media":"格隆汇APP","summary":"共购入约47.7万股Figma股票。","content":"<html><head></head><body><p>根据最新的交易资料显示，“木头姐”Cathie Wood旗下基金大举购入 <a href=\"https://laohu8.com/S/FIG\">Figma</a> 、 <a href=\"https://laohu8.com/S/DASH\">DoorDash, Inc.</a> 以及<a href=\"https://laohu8.com/S/AMD\">美国超微公司</a>等公司股票，并公开宣称AI是人类历史上“最具颠覆性的创新”。</p><p>周一，Wood旗下的旗舰基金ARK Innovation ETF(ARKK)以及ARK Next Generation Internet ETF(ARKW)共购入约47.7万股Figma股票，投资总额达1180万美元。这是在Figma公布优于预期的财报后进行的加码。</p><p>在半导体领域，“木头姐”的操作策略呈现明显分歧。方舟投资近期购入了约3.4万股AMD股票，总价值约680万美元。另外，ARKK与ARKW两个基金卖出了总计约470万美元的台积电持股。</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 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class=\"h-name\">格隆汇APP </p>\n<p class=\"h-time\">2026-02-26 20:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>根据最新的交易资料显示，“木头姐”Cathie Wood旗下基金大举购入 <a href=\"https://laohu8.com/S/FIG\">Figma</a> 、 <a href=\"https://laohu8.com/S/DASH\">DoorDash, Inc.</a> 以及<a href=\"https://laohu8.com/S/AMD\">美国超微公司</a>等公司股票，并公开宣称AI是人类历史上“最具颠覆性的创新”。</p><p>周一，Wood旗下的旗舰基金ARK Innovation ETF(ARKK)以及ARK Next Generation Internet ETF(ARKW)共购入约47.7万股Figma股票，投资总额达1180万美元。这是在Figma公布优于预期的财报后进行的加码。</p><p>在半导体领域，“木头姐”的操作策略呈现明显分歧。方舟投资近期购入了约3.4万股AMD股票，总价值约680万美元。另外，ARKK与ARKW两个基金卖出了总计约470万美元的台积电持股。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"ARKK":"ARK Innovation ETF","FIG":"Simplify Macro Strategy ETF","AMD":"美国超微公司","ARKX":"ARK Space Exploration & Innovation ETF","DASH":"DoorDash, 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09:46","market":"hk","language":"zh","title":"港股跌幅扩大！恒生科技指数跌幅扩大至逾2%，科网股集体下挫","url":"https://stock-news.laohu8.com/highlight/detail?id=1124945135","media":"老虎资讯综合","summary":"2月20日，港股跌幅扩大，恒生科技指数跌幅扩大至逾2%、恒生指数跌超1%；科网股集体下挫，百度集团、金蝶国际跌超5%，哔哩哔哩跌超4%，阿里巴巴、网易跌近4%。","content":"<html><head></head><body><p>2月20日，港股跌幅扩大，恒生科技指数跌幅扩大至逾2%、恒生指数跌超1%；科网股集体下挫，百度集团、金蝶国际跌超5%，哔哩哔哩跌超4%，阿里巴巴、网易跌近4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e40b1bdb65dc1cd14fb9ff1574bfa4d\" 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>港股跌幅扩大！恒生科技指数跌幅扩大至逾2%，科网股集体下挫</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港股跌幅扩大！恒生科技指数跌幅扩大至逾2%，科网股集体下挫\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\">2026-02-20 09:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月20日，港股跌幅扩大，恒生科技指数跌幅扩大至逾2%、恒生指数跌超1%；科网股集体下挫，百度集团、金蝶国际跌超5%，哔哩哔哩跌超4%，阿里巴巴、网易跌近4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e40b1bdb65dc1cd14fb9ff1574bfa4d\" 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/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"09988":"阿里巴巴-W","HSTECH":"恒生科技指数","09888":"百度集团-SW"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124945135","content_text":"2月20日，港股跌幅扩大，恒生科技指数跌幅扩大至逾2%、恒生指数跌超1%；科网股集体下挫，百度集团、金蝶国际跌超5%，哔哩哔哩跌超4%，阿里巴巴、网易跌近4%。","news_type":1,"symbols_score_info":{"09988":2,"09888":2,"HSTECH":1}},"isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532369402605784,"gmtCreate":1770993883004,"gmtModify":1770994035970,"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":"阿里的千问刚上线感觉很好，现在用着，尤其是投资股票基金代码，简直是胡说八道","listText":"阿里的千问刚上线感觉很好，现在用着，尤其是投资股票基金代码，简直是胡说八道","text":"阿里的千问刚上线感觉很好，现在用着，尤其是投资股票基金代码，简直是胡说八道","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532369402605784","repostId":"1125580381","repostType":2,"repost":{"id":"1125580381","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":1770988172,"share":"https://www.laohu8.com/m/news/1125580381?lang=zh_CN&edition=full","pubTime":"2026-02-13 21:09","market":"us","language":"zh","title":"阿里巴巴盘前“跳水”，跌幅近6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1125580381","media":"老虎资讯综合","summary":"跌幅近6%。","content":"<p>周五， <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 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>","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>阿里巴巴盘前“跳水”，跌幅近6%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里巴巴盘前“跳水”，跌幅近6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-02-13 21:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周五， <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 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":821,"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 19:12","market":"hk","language":"zh","title":"宁德时代、洛阳钼业和老铺黄金将纳入香港恒生指数","url":"https://stock-news.laohu8.com/highlight/detail?id=1133886788","media":"老虎资讯综合","summary":"恒生指数成份股数目将由88只增加至90只。","content":"<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>","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>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","06181":"老铺黄金","03993":"洛阳钼业"},"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":{"03750":2,"06181":2,"03993":2}},"isVote":1,"tweetType":1,"viewCount":699,"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\">$纳斯达克(.IXIC)$&nbsp;</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\">$纳斯达克(.IXIC)$&nbsp;</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":512,"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":{"MARA":"MARA Holdings","BK4588":"碎股","RIOT":"Riot Platforms","BK4585":"ETF&股票定投概念","BK1611":"加密货币现货ETF","HUT":"Hut 8 Mining Corp","BK4594":"比特币ETF概念","MSTR":"Strategy","BMNR":"BitMine Immersion Technologies Inc.","BK4601":"加密货币现货ETF","CLSK":"CleanSpark, Inc.","COIN":"Coinbase Global, Inc."},"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":{"RIOT":2,"MSTR":2,"BMNR":2,"COIN":2,"HUT":2,"MARA":2,"CLSK":2}},"isVote":1,"tweetType":1,"viewCount":459,"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.","RIOT":"Riot Platforms","MSTR":"Strategy","COIN":"Coinbase Global, Inc.","MARA":"MARA Holdings","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":{"MARA":2,"HUT":2,"HOOD":2,"BMNR":2,"CLSK":2,"RIOT":2,"MSTR":2,"COIN":2}},"isVote":1,"tweetType":1,"viewCount":559,"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":"hk","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&nbsp;&nbsp;&nbsp;<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.","BK4588":"碎股","BK4585":"ETF&股票定投概念","U":"Unity Software Inc.","APP":"AppLovin Corporation"},"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":{"U":2,"APP":2,"PLTR":1.5}},"isVote":1,"tweetType":1,"viewCount":488,"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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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\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 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":{"SImain":2,"GCmain":2}},"isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":481798012404072,"gmtCreate":1758650472585,"gmtModify":1758663045880,"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":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2509(CNmain)$&nbsp;</a><v-v data-views=\"0\"></v-v> 太熟悉，投资A股必将亏","listText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2509(CNmain)$&nbsp;</a><v-v data-views=\"0\"></v-v> 太熟悉，投资A股必将亏","text":"$A50指数主连 2509(CNmain)$ 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