Sige heil的个人主页 - 老虎社区

Sige heil

Sige heil

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IP属地：山东

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09-07

毙了肯定买的人少现在可都不敢花钱

苹果新CEO特努斯的首场大考：售价2000美元的折叠版iPhone

09-03

普华永道我还以为和许皮带弄完倒闭了呢还和ai扯上关系了

Palantir大升逾9%，普华永道与其扩大合作联盟，推动AI规模化应用、变革并购，并实现ERP系统现代化

06-16

我靠要涨价啊这外卖

深圳市市场监督管理局集中约谈美团、淘宝闪购和京东外卖平台

06-12

$Lumentum Holdings Inc.(LITE)$ 中际旭创会不会跟这个啊

05-29

还是老美赢了啊这次 😄比大鹅是强了不少。俄乌战争4年多了都没人关注了。

特朗普就结束伊朗战事提出条件

05-26

这是和谈了吗？ [财迷]

美军：在伊朗南部实施自卫打击，并不表示停火已经结束

05-12

哈哈😄

半导体股回调，高通大跌超10%，韩国传利空，大空头发警告

04-08

这篇文章不错，转发给大家看看

特朗普交易手册：现在已经进入第九步

03-24

什么意思。美股要涨大a又…

01-14

啥意思 😂要强制平仓吗

从80%提高至100%，沪深北交易所上调融资保证金最低比例

2025-03-03

大a今天为什么🧐😭

盘前 | 特斯拉涨逾3%，英特尔获重大利好，理想汽车大跌超8%

2024-11-29

与我大a何干

华尔街集体看涨美股之际，德银警告：后市面临三大风险，投资者需保持警惕

2024-04-01

懂得出来说一下，明天下午是不是要史诗级大暴跌了。

市场综述丨A股全线大涨，五国智库预测沪指将升至6000点！

2023-01-31

$Helios and Matheson Analytics Inc.(HMNY)$ 暴涨了啊。呼呼呼

2022-07-04

$Helios and Matheson Analytics Inc.(HMNY)$这是怎么了啥意思了这是

2022-04-28

$Helios and Matheson Analytics Inc.(HMNY)$百分比涨的可以了啊现在[呆住]

2022-04-11

这不是废话吗？你要是厉害你就不用发这个了

夜读 | 大师级的简单交易秘诀

2020-08-15

$Helios and Matheson Analytics Inc(HMNY)$我靠 😭真狠啊，这些钱我能找多少小姐姐[财迷]

2019-05-20

$道琼斯(.DJI)$ 完了明天A股一个撇想跑

2019-03-27

$Helios and Matheson Analytics(HMNY)$ 说我没交易权限啥意思那个大神指教下

去老虎APP查看更多动态

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20:28","market":"us","language":"zh","title":"苹果新CEO特努斯的首场大考：售价2000美元的折叠版iPhone","url":"https://stock-news.laohu8.com/highlight/detail?id=2665111693","media":"环球市场播报","summary":"苹果公司新任首席执行官约翰·特努斯将于北京时间周四凌晨发布其执掌公司后的首批新品，他需要说服消费者接受iPhone问世二十年来从未出现过的两样东西：折叠屏，以及2000美元以上的售价。分析师称，苹果折叠机型售价预计达到2000美元及以上，同时整个iPhone产品线都会上调价格，这一关键节点将考验消费者的价格承受能力。“我对此持担忧态度，”他表示，“上一次苹果大幅上调iPhone售价，是疫情之后在欧洲市场，结果销量随即出现下滑。”","content":"<html><head></head><body><p style=\"text-align: left;\">苹果公司新任首席执行官约翰·特努斯将于北京时间周四凌晨发布其执掌公司后的首批新品，他需要说服消费者接受iPhone问世二十年来从未出现过的两样东西：折叠屏，以及2000美元以上的售价。</p><p style=\"text-align: left;\">这款全新产品设计已在苹果硬件部门内部研发至少八年，该部门此前一直由特努斯主管。即将卸任的首席执行官蒂姆·库克将这场高风险的产品发布交到继任者手中，此时距离特努斯接手这家全球市值第二高的企业才刚满两周。</p><p style=\"text-align: left;\">但本次发布会面临巨大挑战：苹果需要消费者接受涨价，以此消化整条供应链的成本压力，否则公司丰厚的利润率就将遭受冲击。折叠手机虽然吸睛，但自其他主流厂商七年前推出该品类以来，在消费者市场的实际接受度一直有限。</p><p style=\"text-align: left;\">苹果前显示工程师拉杜·赖特表示：“苹果之所以迟迟不入局这一特定产品赛道，背后有多方面考量。”近期技术进步提升了折叠屏耐用度，同时减轻折痕问题、压低制造成本。</p><p style=\"text-align: left;\">赖特补充道：“苹果此次或将推出的设备结构，其实十多年前技术上就可以实现。但十年前，单单这块屏幕的制造成本就要数千美元。另外还有商业层面的考量：市场体量真的足够大吗？当年的答案是否定的。”</p><p style=\"text-align: left;\">分析师称，苹果折叠机型售价预计达到2000美元及以上，同时整个iPhone产品线都会上调价格，这一关键节点将考验消费者的价格承受能力。据预期，基础款iPhone 18将推迟至明年春季才正式上市。</p><p style=\"text-align: left;\">折叠屏设备目前仅占全球智能手机销量的2%。自华为、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>2019年推出初代折叠产品后，该品类的增长已经显著放缓。</p><p style=\"text-align: left;\">杰富瑞分析师李爱迪表示，特努斯本次公开亮相，标志着一场三至五年新品周期的开启。这套产品规划在他上任之前就早已敲定，目的是重新激发消费者的购买意愿。</p><p style=\"text-align: left;\">“iPhone市场需求已经趋于饱和，苹果必须聚焦全新硬件形态，拉动手机换机需求……不能固守现有产品形态，寄希望于消费者愿意持续支付更高的价格。”</p><p style=\"text-align: left;\">受数据中心大量抢占零部件（尤其是存储芯片）的影响，苹果以及整个消费电子行业今年都遭遇元器件短缺问题。苹果此前已经上调Mac与iPad产品售价。</p><p style=\"text-align: left;\">国际数据公司（IDC）测算，伴随产品涨价，全球智能手机整体销量正在萎缩。IDC预测，苹果入局之后，折叠屏会成为2026年智能手机市场唯一实现增长的细分赛道。</p><p style=\"text-align: left;\">IDC分析师预计，全球折叠屏手机销量将同比增长约12%；到2027年，苹果有望拿下该市场40%的份额。</p><p style=\"text-align: left;\">瑞银分析师戴维·沃格特预计，苹果折叠屏机型首年销量至少可达1000万台，大致等同于三星过去12个月折叠屏的销售规模。</p><p style=\"text-align: left;\">相较于苹果全球约2.5亿台的iPhone总出货量，折叠屏的销量占比并不算高，但足以拉高苹果手机的整体均价。沃格特称：“当你面临供应链压力时，企业就会多生产高价机型，减少低价机型的产出。”</p><p style=\"text-align: left;\">和多数分析师观点一致，沃格特认为苹果本周会对全系列iPhone统一涨价，这一点或许会和亮眼的新硬件产品一样受到市场高度关注。</p><p style=\"text-align: left;\">“我对此持担忧态度，”他表示，“上一次苹果大幅上调iPhone售价，是疫情之后在欧洲市场，结果销量随即出现下滑。”</p><p style=\"text-align: left;\">折叠屏机型预计在中国市场表现会相对最好，华为已在该市场取得一定成绩。</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4836d6bb0dad31e13658ff78b909bcf3\" data-align=\"center\" tg-width=\"550\" tg-height=\"309\"/><span></span></p></body></html>","source":"sina","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苹果新CEO特努斯的首场大考：售价2000美元的折叠版iPhone\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-07 20:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-09-07/doc-iniqzhfu5370543.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>苹果公司新任首席执行官约翰·特努斯将于北京时间周四凌晨发布其执掌公司后的首批新品，他需要说服消费者接受iPhone问世二十年来从未出现过的两样东西：折叠屏，以及2000美元以上的售价。这款全新产品设计已在苹果硬件部门内部研发至少八年，该部门此前一直由特努斯主管。即将卸任的首席执行官蒂姆·库克将这场高风险的产品发布交到继任者手中，此时距离特努斯接手这家全球市值第二高的企业才刚满两周。但本次发布会面临...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-09-07/doc-iniqzhfu5370543.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4836d6bb0dad31e13658ff78b909bcf3","relate_stocks":{"LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) 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ACC"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-09-07/doc-iniqzhfu5370543.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2665111693","content_text":"苹果公司新任首席执行官约翰·特努斯将于北京时间周四凌晨发布其执掌公司后的首批新品，他需要说服消费者接受iPhone问世二十年来从未出现过的两样东西：折叠屏，以及2000美元以上的售价。这款全新产品设计已在苹果硬件部门内部研发至少八年，该部门此前一直由特努斯主管。即将卸任的首席执行官蒂姆·库克将这场高风险的产品发布交到继任者手中，此时距离特努斯接手这家全球市值第二高的企业才刚满两周。但本次发布会面临巨大挑战：苹果需要消费者接受涨价，以此消化整条供应链的成本压力，否则公司丰厚的利润率就将遭受冲击。折叠手机虽然吸睛，但自其他主流厂商七年前推出该品类以来，在消费者市场的实际接受度一直有限。苹果前显示工程师拉杜·赖特表示：“苹果之所以迟迟不入局这一特定产品赛道，背后有多方面考量。”近期技术进步提升了折叠屏耐用度，同时减轻折痕问题、压低制造成本。赖特补充道：“苹果此次或将推出的设备结构，其实十多年前技术上就可以实现。但十年前，单单这块屏幕的制造成本就要数千美元。另外还有商业层面的考量：市场体量真的足够大吗？当年的答案是否定的。”分析师称，苹果折叠机型售价预计达到2000美元及以上，同时整个iPhone产品线都会上调价格，这一关键节点将考验消费者的价格承受能力。据预期，基础款iPhone 18将推迟至明年春季才正式上市。折叠屏设备目前仅占全球智能手机销量的2%。自华为、三星2019年推出初代折叠产品后，该品类的增长已经显著放缓。杰富瑞分析师李爱迪表示，特努斯本次公开亮相，标志着一场三至五年新品周期的开启。这套产品规划在他上任之前就早已敲定，目的是重新激发消费者的购买意愿。“iPhone市场需求已经趋于饱和，苹果必须聚焦全新硬件形态，拉动手机换机需求……不能固守现有产品形态，寄希望于消费者愿意持续支付更高的价格。”受数据中心大量抢占零部件（尤其是存储芯片）的影响，苹果以及整个消费电子行业今年都遭遇元器件短缺问题。苹果此前已经上调Mac与iPad产品售价。国际数据公司（IDC）测算，伴随产品涨价，全球智能手机整体销量正在萎缩。IDC预测，苹果入局之后，折叠屏会成为2026年智能手机市场唯一实现增长的细分赛道。IDC分析师预计，全球折叠屏手机销量将同比增长约12%；到2027年，苹果有望拿下该市场40%的份额。瑞银分析师戴维·沃格特预计，苹果折叠屏机型首年销量至少可达1000万台，大致等同于三星过去12个月折叠屏的销售规模。相较于苹果全球约2.5亿台的iPhone总出货量，折叠屏的销量占比并不算高，但足以拉高苹果手机的整体均价。沃格特称：“当你面临供应链压力时，企业就会多生产高价机型，减少低价机型的产出。”和多数分析师观点一致，沃格特认为苹果本周会对全系列iPhone统一涨价，这一点或许会和亮眼的新硬件产品一样受到市场高度关注。“我对此持担忧态度，”他表示，“上一次苹果大幅上调iPhone售价，是疫情之后在欧洲市场，结果销量随即出现下滑。”折叠屏机型预计在中国市场表现会相对最好，华为已在该市场取得一定成绩。","news_type":1,"symbols_score_info":{"AAPD":0.6,"JGRO":0.6,"AAPW":0.6,"METV":0.6,"AAPU":0.6,"SPTE":0.6,"MACW.SI":0.6,"TYLG":0.6,"AAPL":2.1,"VT":0.6,"TTXU":0.6,"SAAPLmain":0.6,"ROM":0.6,"AAPY":0.6,"AAPB":0.6,"ABFL":0.6,"CMAG":0.6,"AAPE":0.6,"IXN":0.6,"AAPX":0.6,"APLY":0.6,"FTEC":0.6,"VGT":0.6,"IOSX":0.6,"XLK":0.6}},"isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603785333765448,"gmtCreate":1788445570534,"gmtModify":1788445845363,"author":{"id":"3468814734547554","authorId":"3468814734547554","name":"Sige heil","avatar":"https://static.tigerbbs.com/62c6cab60c1c4a1564347905ed91acb4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468814734547554","idStr":"3468814734547554"},"themes":[],"title":"","htmlText":"普华永道我还以为和许皮带弄完倒闭了呢 还和ai扯上关系了","listText":"普华永道我还以为和许皮带弄完倒闭了呢 还和ai扯上关系了","text":"普华永道我还以为和许皮带弄完倒闭了呢 还和ai扯上关系了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603785333765448","repostId":"1112198047","repostType":2,"repost":{"id":"1112198047","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":1788445436,"share":"https://www.laohunote.com/m/news/1112198047?lang=zh_CN&edition=full","pubTime":"2026-09-03 22:23","market":"us","language":"zh","title":"Palantir大升逾9%，普华永道与其扩大合作联盟，推动AI规模化应用、变革并购，并实现ERP系统现代化","url":"https://stock-news.laohu8.com/highlight/detail?id=1112198047","media":"老虎资讯综合","summary":"消息面上，普华永道与Palantir扩大合作联盟，推动AI规模化应用、变革并购，并实现ERP系统现代化，助力企业实现更智能化运营美国普华永道与Palantir Technologies扩大了双方的战略联盟，旨在帮助企业利用人工智能和数据，推动关键业务运营转型。此次合作将Palantir的AI技术能力与普华永道在商业运营和行业领域的专业知识相结合，旨在改善企业决策能力、提升运营效率，并降低复杂业务转型过程中的风险。","content":"<html><head></head><body><p style=\"text-align: left;\">Palantir 大升逾 9%。消息面上，普华永道与Palantir扩大合作联盟，推动AI规模化应用、变革并购，并实现ERP系统现代化，助力企业实现更智能化运营</p><p style=\"text-align: left;\">美国普华永道（PwC US）与Palantir Technologies扩大了双方的战略联盟，旨在帮助企业利用<strong>人工智能（AI）和数据</strong>，推动关键业务运营转型。</p><p style=\"text-align: left;\">此次合作重点聚焦于三个方面：</p><ul><li><p style=\"text-align: left;\"><strong>推动企业AI规模化应用</strong>；</p></li><li><p style=\"text-align: left;\">借助<strong>原生AI并购交易平台（AI-native deals platform）</strong>，加速企业并购活动；</p></li><li><p style=\"text-align: left;\">通过<strong>AI驱动的数据转型</strong>，推动企业资源规划（ERP）系统现代化升级。</p></li></ul><p style=\"text-align: left;\">此次合作将Palantir的<strong>AI技术能力</strong>与普华永道在<strong>商业运营和行业领域的专业知识</strong>相结合，旨在改善企业决策能力、提升运营效率，并降低复杂业务转型过程中的风险。</p><p style=\"text-align: left;\">此次扩大的战略联盟旨在将AI更深入地<strong>嵌入企业工作流程</strong>，从而在不同行业中创造<strong>可衡量的商业价值</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>Palantir大升逾9%，普华永道与其扩大合作联盟，推动AI规模化应用、变革并购，并实现ERP系统现代化</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\">\nPalantir大升逾9%，普华永道与其扩大合作联盟，推动AI规模化应用、变革并购，并实现ERP系统现代化\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\">2026-09-03 22:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Palantir 大升逾 9%。消息面上，普华永道与Palantir扩大合作联盟，推动AI规模化应用、变革并购，并实现ERP系统现代化，助力企业实现更智能化运营</p><p style=\"text-align: left;\">美国普华永道（PwC US）与Palantir Technologies扩大了双方的战略联盟，旨在帮助企业利用<strong>人工智能（AI）和数据</strong>，推动关键业务运营转型。</p><p style=\"text-align: left;\">此次合作重点聚焦于三个方面：</p><ul><li><p style=\"text-align: left;\"><strong>推动企业AI规模化应用</strong>；</p></li><li><p style=\"text-align: left;\">借助<strong>原生AI并购交易平台（AI-native deals platform）</strong>，加速企业并购活动；</p></li><li><p style=\"text-align: left;\">通过<strong>AI驱动的数据转型</strong>，推动企业资源规划（ERP）系统现代化升级。</p></li></ul><p style=\"text-align: left;\">此次合作将Palantir的<strong>AI技术能力</strong>与普华永道在<strong>商业运营和行业领域的专业知识</strong>相结合，旨在改善企业决策能力、提升运营效率，并降低复杂业务转型过程中的风险。</p><p style=\"text-align: left;\">此次扩大的战略联盟旨在将AI更深入地<strong>嵌入企业工作流程</strong>，从而在不同行业中创造<strong>可衡量的商业价值</strong>。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/297566cc132b78425c2a3b13c1004c5c","relate_stocks":{"PLTY":"PLTR期权收益策略ETF-YieldMax","PLTI":"REX PLTR Growth & Income ETF","PLTG":"2倍做多PLTR ETF-Leverage Shares","PLTU":"2倍做多PLTR ETF-Direxion","PLTA":"ProShares Ultra PLTR ETF","PLTZ":"2倍做空PLTR ETF-Defiance","PTIR":"2倍做多PLTR ETF-GraniteShares","PLTL":"2倍做多PLTR ETF-Corgi","PLYY":"GraniteShares YieldBOOST PLTR ETF","PLTD":"1倍做空PLTR ETF-Direxion","PLTW":"PLTR周配息ETF-Roundhill","PLTR":"Palantir Technologies Inc.","PLOO":"2倍上限加速PLTR ETF-Leverage Shares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112198047","content_text":"Palantir 大升逾 9%。消息面上，普华永道与Palantir扩大合作联盟，推动AI规模化应用、变革并购，并实现ERP系统现代化，助力企业实现更智能化运营美国普华永道（PwC US）与Palantir Technologies扩大了双方的战略联盟，旨在帮助企业利用人工智能（AI）和数据，推动关键业务运营转型。此次合作重点聚焦于三个方面：推动企业AI规模化应用；借助原生AI并购交易平台（AI-native deals platform），加速企业并购活动；通过AI驱动的数据转型，推动企业资源规划（ERP）系统现代化升级。此次合作将Palantir的AI技术能力与普华永道在商业运营和行业领域的专业知识相结合，旨在改善企业决策能力、提升运营效率，并降低复杂业务转型过程中的风险。此次扩大的战略联盟旨在将AI更深入地嵌入企业工作流程，从而在不同行业中创造可衡量的商业价值。","news_type":1,"symbols_score_info":{"PLTU":0.6,"PLTI":0.6,"PLTA":0.6,"PLTZ":0.6,"PLTY":0.6,"PTIR":0.6,"PLOO":0.6,"PLTW":0.6,"PLTD":0.6,"PLTL":0.6,"PLYY":0.6,"PLTR":2,"PLTG":0.6}},"isVote":1,"tweetType":1,"viewCount":743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":575926060287720,"gmtCreate":1781620834228,"gmtModify":1781621441094,"author":{"id":"3468814734547554","authorId":"3468814734547554","name":"Sige heil","avatar":"https://static.tigerbbs.com/62c6cab60c1c4a1564347905ed91acb4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468814734547554","idStr":"3468814734547554"},"themes":[],"title":"","htmlText":"我靠 要涨价啊这外卖","listText":"我靠 要涨价啊这外卖","text":"我靠 要涨价啊这外卖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/575926060287720","repostId":"2643634707","repostType":2,"repost":{"id":"2643634707","kind":"live","pubTimestamp":1781620542,"share":"https://www.laohunote.com/m/news/2643634707?lang=zh_CN&edition=full","pubTime":"2026-06-16 22:35","market":"us","language":"zh","title":"深圳市市场监督管理局集中约谈美团、淘宝闪购和京东外卖平台","url":"https://stock-news.laohu8.com/highlight/detail?id=2643634707","media":"智通财经","summary":"针对6月15日全市打击“幽灵外卖”统一执法行动发现的网络餐饮食品安全突出问题，深圳市市场监督管理局依法对美团、淘宝闪购、京东外卖三家网络餐饮平台驻深运营机构负责人进行约谈，现场送达《严格落实网络餐饮平","content":"<html><head></head><body><p style=\"text-align: left;\">针对6月15日全市打击“幽灵外卖”统一执法行动发现的网络餐饮食品安全突出问题，深圳市市场监督管理局依法对美团、淘宝闪购、京东外卖三家网络餐饮平台驻深运营机构负责人进行约谈，现场送达《严格落实网络餐饮平台食品安全主体责任提醒敦促函》。</p><p style=\"text-align: left;\">约谈强调，平台必须落实食品安全主体责任，从严审核入网资质，实地核验门店与证照信息，严禁无证、套证、假证商户上线，严禁跨店委托加工，健全常态化风险排查机制，自觉践行社会责任，坚决防范“幽灵外卖”乱象反弹，切实筑牢网络餐饮食品安全防线，全力守护市民群众“舌尖上的安全”。</p></body></html>","source":"live_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>深圳市市场监督管理局集中约谈美团、淘宝闪购和京东外卖平台</title>\n<style 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href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">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/ac8ba300095aa1d7469e63485ef42d4c","relate_stocks":{"BBYY":"GraniteShares YieldBOOST BABA ETF","KBAB":"2倍做多BABA ETF-KraneShares","BABA":"阿里巴巴","BABU":"Direxion Daily BABA Bull 2X ETF","JD":"京东","09618":"京东集团-SW","03690":"美团-W","KJD":"2倍做多JD ETF-KraneShares","BABW":"Roundhill BABA WeeklyPay ETF","09988":"阿里巴巴-W","BABO":"BABA期权收益策略ETF-YieldMax","BABX":"2倍做多BABA ETF-GraniteShares"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2643634707","content_text":"针对6月15日全市打击“幽灵外卖”统一执法行动发现的网络餐饮食品安全突出问题，深圳市市场监督管理局依法对美团、淘宝闪购、京东外卖三家网络餐饮平台驻深运营机构负责人进行约谈，现场送达《严格落实网络餐饮平台食品安全主体责任提醒敦促函》。约谈强调，平台必须落实食品安全主体责任，从严审核入网资质，实地核验门店与证照信息，严禁无证、套证、假证商户上线，严禁跨店委托加工，健全常态化风险排查机制，自觉践行社会责任，坚决防范“幽灵外卖”乱象反弹，切实筑牢网络餐饮食品安全防线，全力守护市民群众“舌尖上的安全”。","news_type":1,"symbols_score_info":{"BBYY":0.6,"KJD":0.6,"BABA":2,"03690":2,"JD":2,"BABU":0.6,"BABO":0.6,"BABW":0.6,"KBAB":0.6,"09618":2,"BABX":0.6,"09988":2}},"isVote":1,"tweetType":1,"viewCount":1331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":574518112854104,"gmtCreate":1781277184762,"gmtModify":1781277537332,"author":{"id":"3468814734547554","authorId":"3468814734547554","name":"Sige 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heil","avatar":"https://static.tigerbbs.com/62c6cab60c1c4a1564347905ed91acb4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468814734547554","idStr":"3468814734547554"},"themes":[],"title":"","htmlText":"还是老美赢了啊这次 😄比大鹅是强了不少 。俄乌战争4年多了 都没人关注了。","listText":"还是老美赢了啊这次 😄比大鹅是强了不少 。俄乌战争4年多了 都没人关注了。","text":"还是老美赢了啊这次 😄比大鹅是强了不少 。俄乌战争4年多了 都没人关注了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569602809668296","repostId":"1120617180","repostType":2,"repost":{"id":"1120617180","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":1780066599,"share":"https://www.laohunote.com/m/news/1120617180?lang=zh_CN&edition=full","pubTime":"2026-05-29 22:56","market":"us","language":"zh","title":"特朗普就结束伊朗战事提出条件","url":"https://stock-news.laohu8.com/highlight/detail?id=1120617180","media":"老虎资讯综合","summary":"5 月 29 日，特朗普发文表示：伊朗必须承诺永远不研发、拥有核武器及核弹。霍尔木兹海峡须立即全面开放，双向航运完全通行无阻、不得收取任何通行费。我方已动用先进扫雷艇，通过引爆方式销毁了大量水雷；剩余水雷数量已然不多，伊朗须立即完成全部剩余水雷的清除或引爆工作。经各方商定，美方将联合伊朗伊斯兰共和国以及国际原子能机构，共同开挖这批深埋的核材料并予以彻底销毁。其余次要事项均已达成共识。","content":"<html><head></head><body><p style=\"text-align: left;\">5月29日，<span>美国总统特朗普29日说，伊朗必须同意永远不拥有核武器。霍尔木兹海峡必须立即开放，双向通行无阻，不收取任何通行费。所有水雷必须予以清除。 (新华社)</span></p><p style=\"text-align: left;\"><strong>特朗普称将就伊朗问题作出“最终决定” 美国记者解读称特朗普暗示批准协议</strong></p><p style=\"text-align: left;\">特朗普发文表示：伊朗必须承诺永远不研发、拥有核武器及核弹。霍尔木兹海峡须立即全面开放，双向航运完全通行无阻、不得收取任何通行费。</p><p style=\"text-align: left;\">海峡内若存有水雷（爆炸装置），须全部清除。我方已动用先进扫雷艇，通过引爆方式销毁了大量水雷；剩余水雷数量已然不多，伊朗须立即完成全部剩余水雷的清除或引爆工作。</p><p style=\"text-align: left;\">此前因我方实施规模空前的海上封锁而滞留海峡的船只，如今封锁正式解除，各船即可启程返航！11 个月前，我方 B-2 隐形轰炸机发动强力打击，致使山体近乎坍塌，高浓缩核材料（也被称作 “核废料”）被深埋于地下。</p><p style=\"text-align: left;\">经各方商定，美方将联合伊朗伊斯兰共和国以及国际原子能机构，共同开挖这批深埋的核材料并予以彻底销毁。在另行通知前，各方暂不进行资金往来。其余次要事项均已达成共识。我即刻前往战情室作出最终裁定。感谢各方对此事的关注！</p><p class=\"t-img-caption\"><img alt=\"\" src=\"https://static.tigerbbs.com/4c67ecca4c5615c95b24a5dde5bcd49c\" data-align=\"center\" tg-width=\"849\" tg-height=\"582\"/><span></span></p><p style=\"text-align: left;\"><br/></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>特朗普就结束伊朗战事提出条件</title>\n<style 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left;\">5月29日，<span>美国总统特朗普29日说，伊朗必须同意永远不拥有核武器。霍尔木兹海峡必须立即开放，双向通行无阻，不收取任何通行费。所有水雷必须予以清除。 (新华社)</span></p><p style=\"text-align: left;\"><strong>特朗普称将就伊朗问题作出“最终决定” 美国记者解读称特朗普暗示批准协议</strong></p><p style=\"text-align: left;\">特朗普发文表示：伊朗必须承诺永远不研发、拥有核武器及核弹。霍尔木兹海峡须立即全面开放，双向航运完全通行无阻、不得收取任何通行费。</p><p style=\"text-align: left;\">海峡内若存有水雷（爆炸装置），须全部清除。我方已动用先进扫雷艇，通过引爆方式销毁了大量水雷；剩余水雷数量已然不多，伊朗须立即完成全部剩余水雷的清除或引爆工作。</p><p style=\"text-align: left;\">此前因我方实施规模空前的海上封锁而滞留海峡的船只，如今封锁正式解除，各船即可启程返航！11 个月前，我方 B-2 隐形轰炸机发动强力打击，致使山体近乎坍塌，高浓缩核材料（也被称作 “核废料”）被深埋于地下。</p><p style=\"text-align: left;\">经各方商定，美方将联合伊朗伊斯兰共和国以及国际原子能机构，共同开挖这批深埋的核材料并予以彻底销毁。在另行通知前，各方暂不进行资金往来。其余次要事项均已达成共识。我即刻前往战情室作出最终裁定。感谢各方对此事的关注！</p><p class=\"t-img-caption\"><img alt=\"\" src=\"https://static.tigerbbs.com/4c67ecca4c5615c95b24a5dde5bcd49c\" data-align=\"center\" tg-width=\"849\" tg-height=\"582\"/><span></span></p><p style=\"text-align: left;\"><br/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b3032f15e08c66baff3c1d3ef1558b88","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120617180","content_text":"5月29日，美国总统特朗普29日说，伊朗必须同意永远不拥有核武器。霍尔木兹海峡必须立即开放，双向通行无阻，不收取任何通行费。所有水雷必须予以清除。 (新华社)特朗普称将就伊朗问题作出“最终决定” 美国记者解读称特朗普暗示批准协议特朗普发文表示：伊朗必须承诺永远不研发、拥有核武器及核弹。霍尔木兹海峡须立即全面开放，双向航运完全通行无阻、不得收取任何通行费。海峡内若存有水雷（爆炸装置），须全部清除。我方已动用先进扫雷艇，通过引爆方式销毁了大量水雷；剩余水雷数量已然不多，伊朗须立即完成全部剩余水雷的清除或引爆工作。此前因我方实施规模空前的海上封锁而滞留海峡的船只，如今封锁正式解除，各船即可启程返航！11 个月前，我方 B-2 隐形轰炸机发动强力打击，致使山体近乎坍塌，高浓缩核材料（也被称作 “核废料”）被深埋于地下。经各方商定，美方将联合伊朗伊斯兰共和国以及国际原子能机构，共同开挖这批深埋的核材料并予以彻底销毁。在另行通知前，各方暂不进行资金往来。其余次要事项均已达成共识。我即刻前往战情室作出最终裁定。感谢各方对此事的关注！","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568251377129024,"gmtCreate":1779754529574,"gmtModify":1779759709673,"author":{"id":"3468814734547554","authorId":"3468814734547554","name":"Sige heil","avatar":"https://static.tigerbbs.com/62c6cab60c1c4a1564347905ed91acb4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468814734547554","idStr":"3468814734547554"},"themes":[],"title":"","htmlText":"这是和谈了吗？ [财迷]&nbsp;&nbsp;","listText":"这是和谈了吗？ [财迷]&nbsp;&nbsp;","text":"这是和谈了吗？ [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568251377129024","repostId":"1171854393","repostType":2,"repost":{"id":"1171854393","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":1779752113,"share":"https://www.laohunote.com/m/news/1171854393?lang=zh_CN&edition=full","pubTime":"2026-05-26 07:35","market":"fut","language":"zh","title":"美军：在伊朗南部实施自卫打击，并不表示停火已经结束","url":"https://stock-news.laohu8.com/highlight/detail?id=1171854393","media":"老虎资讯综合","summary":"旨在保护美方部队免受伊朗军队构成的威胁。","content":"<html><head></head><body><p>据央视新闻，美国中央司令部发言人蒂姆·霍金斯上尉表示，美军25日在伊朗南部实施了自卫打击，“旨在保护美方部队免受伊朗军队构成的威胁。”美国中央司令部发言人称，打击目标包括导弹发射阵地以及试图布设水雷的伊朗船只，“美国中央司令部继续捍卫美方部队，同时在当前停火期间保持克制。”</p><p>据福克斯新闻报道，一位美国高级官员透露关于美军打击伊朗目标的更多细节称，两艘伊朗船只被发现在霍尔木兹海峡布设水雷。美军消灭了这两艘伊斯兰革命卫队船只，还打击了阿巴斯港一个瞄准美军战机的地对空导弹阵地。“这些是防御性打击。”<strong>据两位消息人士称，这并不表示停火已经结束。</strong></p><p>根据伊朗官方学生新闻社的报道，至少有三人在美国对两艘伊朗船只的攻击中遇难。</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>美军：在伊朗南部实施自卫打击，并不表示停火已经结束</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美军：在伊朗南部实施自卫打击，并不表示停火已经结束\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\">2026-05-26 07:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据央视新闻，美国中央司令部发言人蒂姆·霍金斯上尉表示，美军25日在伊朗南部实施了自卫打击，“旨在保护美方部队免受伊朗军队构成的威胁。”美国中央司令部发言人称，打击目标包括导弹发射阵地以及试图布设水雷的伊朗船只，“美国中央司令部继续捍卫美方部队，同时在当前停火期间保持克制。”</p><p>据福克斯新闻报道，一位美国高级官员透露关于美军打击伊朗目标的更多细节称，两艘伊朗船只被发现在霍尔木兹海峡布设水雷。美军消灭了这两艘伊斯兰革命卫队船只，还打击了阿巴斯港一个瞄准美军战机的地对空导弹阵地。“这些是防御性打击。”<strong>据两位消息人士称，这并不表示停火已经结束。</strong></p><p>根据伊朗官方学生新闻社的报道，至少有三人在美国对两艘伊朗船只的攻击中遇难。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ba8c2b06527490d29787af02622bdc9f","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171854393","content_text":"据央视新闻，美国中央司令部发言人蒂姆·霍金斯上尉表示，美军25日在伊朗南部实施了自卫打击，“旨在保护美方部队免受伊朗军队构成的威胁。”美国中央司令部发言人称，打击目标包括导弹发射阵地以及试图布设水雷的伊朗船只，“美国中央司令部继续捍卫美方部队，同时在当前停火期间保持克制。”据福克斯新闻报道，一位美国高级官员透露关于美军打击伊朗目标的更多细节称，两艘伊朗船只被发现在霍尔木兹海峡布设水雷。美军消灭了这两艘伊斯兰革命卫队船只，还打击了阿巴斯港一个瞄准美军战机的地对空导弹阵地。“这些是防御性打击。”据两位消息人士称，这并不表示停火已经结束。根据伊朗官方学生新闻社的报道，至少有三人在美国对两艘伊朗船只的攻击中遇难。","news_type":1,"symbols_score_info":{"BZmain":2,"CLmain":2}},"isVote":1,"tweetType":1,"viewCount":1180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563461873026096,"gmtCreate":1778598252532,"gmtModify":1778599208007,"author":{"id":"3468814734547554","authorId":"3468814734547554","name":"Sige heil","avatar":"https://static.tigerbbs.com/62c6cab60c1c4a1564347905ed91acb4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468814734547554","idStr":"3468814734547554"},"themes":[],"title":"","htmlText":"哈哈😄","listText":"哈哈😄","text":"哈哈😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563461873026096","repostId":"2634799210","repostType":2,"repost":{"id":"2634799210","kind":"live","pubTimestamp":1778596114,"share":"https://www.laohunote.com/m/news/2634799210?lang=zh_CN&edition=full","pubTime":"2026-05-12 22:28","market":"us","language":"zh","title":"半导体股回调，高通大跌超10%，韩国传利空，大空头发警告","url":"https://stock-news.laohu8.com/highlight/detail?id=2634799210","media":"格隆汇","summary":"美股半导体股普遍回调。","content":"<html><head></head><body><p>周二，美股半导体股普遍回调， <a href=\"https://laohu8.com/S/SOX\">费城半导体指数</a> 跌超4%， <a href=\"https://laohu8.com/S/SOXS\">三倍做空半导体ETF-Direxion Daily</a> 则涨超13%。个股方面， <a href=\"https://laohu8.com/S/QCOM\">高通</a> 大跌超10%， <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 跌超8%， <a href=\"https://laohu8.com/S/ON\">安森美半导体</a> 跌超6%， <a href=\"https://laohu8.com/S/TSM\">台积电</a> 、 <a href=\"https://laohu8.com/S/ASML\">阿斯麦</a> 、AMD跌超3%， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 由涨转跌。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba2bb2229f886f065d7c320f105c05b0\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d2b1c33e4c57857097994fda81e4ab1\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>消息面上，韩国总统府政策首席秘书金龙范在社交媒体发文，建议韩国政府向AI利润征税，并将所得分配给全体公民作为股息。此番言论引发市场对芯片制造商可能面临额外税负的担忧。</p><p>此外，知名投资人，“大空头”Michael Burry警告称，当前市场情形类似于互联网泡沫破裂前的高点，芯片股近期大幅上涨，自3月底以来，费城半导体指数已涨近70%。按其测算，纳斯达克100指数目前市盈率约为43倍，远高于约30倍的“合理水平”，因为“华尔街对增长最快、估值最高公司的盈利高估了50%”。</p></body></html>","source":"live_gelonghui","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>半导体股回调，高通大跌超10%，韩国传利空，大空头发警告</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半导体股回调，高通大跌超10%，韩国传利空，大空头发警告\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-12 22:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周二，美股半导体股普遍回调， 费城半导体指数 跌超4%， 三倍做空半导体ETF-Direxion Daily 则涨超13%。个股方面， 高通 大跌超10%， 英特尔 跌超8%， 安森美半导体 跌超6%， 台积电 、 阿斯麦 、AMD跌超3%， 英伟达 由涨转跌。消息面上，韩国总统府政策首席秘书金龙范在社交媒体发文，建议韩国政府向AI利润征税，并将所得分配给全体公民作为股息。此番言论引发市场对芯片...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">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/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"AMDL":"2倍做多AMD ETF-GraniteShares","ANV":"GraniteShares Autocallable NVDA ETF","NVDY":"NVDA期权收益策略ETF-YieldMax","TSMG":"2倍做多TSM ETF- Leverage Shares","NVD":"2倍做空NVDA ETF-GraniteShares","MUD":"1倍做空MU ETF-Direxion","AMD":"美国超微公司","DAMD":"2倍做空AMD ETF-Defiance","NVYY":"GraniteShares YieldBOOST NVDA ETF","STSM":"Defiance Daily Target 2X Short TSM ETF","NVDB":"ProShares Ultra NVDA 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Burry警告称，当前市场情形类似于互联网泡沫破裂前的高点，芯片股近期大幅上涨，自3月底以来，费城半导体指数已涨近70%。按其测算，纳斯达克100指数目前市盈率约为43倍，远高于约30倍的“合理水平”，因为“华尔街对增长最快、估值最高公司的盈利高估了50%”。","news_type":1,"symbols_score_info":{"AMYY":0.6,"TSMY":0.6,"AMDL":0.6,"INTW":0.6,"AMDU":0.6,"MUU":0.6,"NVDX":0.6,"AMDY":0.6,"NVDL":0.6,"LINT":0.6,"NVDD":0.6,"ON":2,"NVD":0.6,"NVDS":0.6,"QCML":0.6,"NVDU":0.6,"TSMU":0.6,"TSMG":0.6,"QCOM":2,"NVDY":0.6,"AMDG":0.6,"MULL":0.6,"AMDD":0.6,"TSM":2,"MUD":0.6,"NVYY":0.6,"ANV":0.6,"AMUU":0.6,"NVDB":0.6,"NVII":0.6,"AMD":2,"TSMX":0.6,"DAMD":0.6,"NVDO":0.6,"TSMZ":0.6,"INTC":2,"AMDW":0.6,"QCMD":0.6,"DIPS":0.6,"NVDW":0.6,"SOX":2,"STSM":0.6,"NVDG":0.6,"NVDQ":0.6,"NVDA":2,"MU":2,"QCMU":0.6}},"isVote":1,"tweetType":1,"viewCount":1463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551304571413592,"gmtCreate":1775617679717,"gmtModify":1775618066702,"author":{"id":"3468814734547554","authorId":"3468814734547554","name":"Sige heil","avatar":"https://static.tigerbbs.com/62c6cab60c1c4a1564347905ed91acb4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468814734547554","idStr":"3468814734547554"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551304571413592","repostId":"2625995795","repostType":2,"repost":{"id":"2625995795","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":1775616305,"share":"https://www.laohunote.com/m/news/2625995795?lang=zh_CN&edition=full","pubTime":"2026-04-08 10:45","market":"us","language":"zh","title":"特朗普交易手册：现在已经进入第九步","url":"https://stock-news.laohu8.com/highlight/detail?id=2625995795","media":"华尔街见闻","summary":"美伊两周停火协议落地，独立宏观机构The Kobeissi Letter的\"冲突剧本\"第九步正式兑现，即协议达成与叙事框架的构建。特朗普框架内的每一场重大对抗，最终都以\"极限施压换取让步\"的叙事收场，这一步比该机构预期晚10天。更关键的是第十步：协议宣布后的市场暴力重定价或在数周内到来。","content":"<html><head></head><body><blockquote><p>美伊两周停火协议落地，独立宏观机构The Kobeissi Letter的&#34;冲突剧本&#34;第九步正式兑现，即协议达成与叙事框架的构建。特朗普框架内的每一场重大对抗，最终都以&#34;极限施压换取让步&#34;的叙事收场，这一步比该机构预期晚10天。更关键的是第十步：协议宣布后的市场暴力重定价或在数周内到来。</p></blockquote><p style=\"text-align: justify;\">美伊停火协议的达成，正在按照一套被反复验证的剧本精准演进。</p><p style=\"text-align: justify;\">美国独立宏观研究机构The Kobeissi Letter最新表示，<strong>随着特朗普宣布美国、伊朗与以色列之间达成两周停火协议，其所追踪的&#34;冲突剧本&#34;第九步已正式到来，</strong>即协议达成与叙事框架的构建，这一到来较该机构此前预期晚约10天。</p><p style=\"text-align: justify;\">The Kobeissi Letter表示，按照特朗普交易手册来看，特朗普框架内的每一场重大对抗，最终都以&#34;极限施压换取让步&#34;的叙事收场。</p><p style=\"text-align: justify;\">这一进展对市场的潜在影响不容忽视。The Kobeissi Letter指出，<strong>第十步——即协议正式宣布后的市场暴力重定价——将在未来数周内到来。</strong>届时，长期处于防御性仓位的投资者将面临仓位被迫快速平仓的压力，股市或出现急涨，油价则可能随航运通道重开预期的确立而急速回落。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c814579208d4210846089fecc334bdd\" tg-width=\"628\" tg-height=\"700\"/></p><h2 id=\"id_1353752192\">停火与关税暂停：同一套逻辑</h2><p style=\"text-align: justify;\">据央视新闻，据伊朗方面当地时间8日凌晨消息，巴基斯坦总理夏巴兹·谢里夫已邀请伊朗和美国代表团前往巴首都伊斯兰堡开展谈判。夏巴兹·谢里夫还表示，伊美双方停火将于伊朗时间8日凌晨3时30分（北京时间8日8时）生效。特朗普表示，这一停火窗口将被用于&#34;最终确定并促成&#34;各方之间持久和平协议的签署。</p><p style=\"text-align: justify;\">The Kobeissi Letter将此次美伊两周停火与特朗普2025年4月宣布的&#34;90天关税暂停&#34;相提并论，认为两者在性质上高度相似。</p><p style=\"text-align: justify;\"><strong>2025年4月9日，在债券市场剧烈动荡的背景下，特朗普宣布暂停对多数贸易伙伴加征关税90天。此后数周内，美中贸易协议随即落地，市场未再回测此前低点。</strong>The Kobeissi Letter指出，此次停火公告与上述关税暂停的时间节点几乎相差整整一年。</p><p style=\"text-align: justify;\">该机构认为，这一模式并非偶然。特朗普自2025年1月就职以来，在关税战、委内瑞拉、格陵兰岛谈判及伊朗问题上，均遵循着高度一致的谈判逻辑：口头施压、极限施压换取让步，最终以&#34;交易&#34;收尾。</p><h2 id=\"id_2325783551\">第九步：协议叙事的构建</h2><p style=\"text-align: justify;\">按照The Kobeissi Letter梳理的10步“冲突剧本”，第九步的核心是协议达成与叙事框架的构建。</p><p style=\"text-align: justify;\">该机构指出，特朗普框架内的每一场重大对抗，最终都以&#34;极限施压换取让步&#34;的叙事收场。无论是对、欧盟、印度的贸易协议，还是英特尔、稀土领域的企业谈判，抑或是2025年特朗普促成终结的多场冲突，这一模式均得到印证。</p><p style=\"text-align: justify;\">在伊朗问题上，The Kobeissi Letter认为，若伊朗政府未能垮台，最终协议可能涉及与核问题挂钩的停火安排、附带执行机制的地区安全框架，或以合规基准为条件的制裁调整方案。该机构强调，&#34;具体架构的重要性，远不及时机与叙事框架。&#34;</p><h2 id=\"id_1349436332\">第十步：等待暴力重定价</h2><p style=\"text-align: justify;\">The Kobeissi Letter警示投资者，协议宣布后的市场重定价往往是突然而非渐进的。</p><p style=\"text-align: justify;\">原因在于，当前市场参与者普遍处于防御性仓位——能源敞口偏高、股票风险已被压缩、波动率因隐性不确定性而居高不下。一旦不确定性骤然消散，这些仓位将迅速平仓，形成集中性的市场冲击。</p><p style=\"text-align: justify;\">该机构援引2025年4月、8月、10月及2026年1月的历史案例指出，每次关税暂停或框架协议公布后，股市均出现大幅急涨，油价则随着航运通道重开预期的确立而急速回落。The Kobeissi Letter总结称：<strong>&#34;模式识别在这个市场中具有极高的盈利价值。&#34;</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>特朗普交易手册：现在已经进入第九步</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普交易手册：现在已经进入第九步\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-04-08 10:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>美伊两周停火协议落地，独立宏观机构The Kobeissi Letter的&#34;冲突剧本&#34;第九步正式兑现，即协议达成与叙事框架的构建。特朗普框架内的每一场重大对抗，最终都以&#34;极限施压换取让步&#34;的叙事收场，这一步比该机构预期晚10天。更关键的是第十步：协议宣布后的市场暴力重定价或在数周内到来。</p></blockquote><p style=\"text-align: justify;\">美伊停火协议的达成，正在按照一套被反复验证的剧本精准演进。</p><p style=\"text-align: justify;\">美国独立宏观研究机构The Kobeissi Letter最新表示，<strong>随着特朗普宣布美国、伊朗与以色列之间达成两周停火协议，其所追踪的&#34;冲突剧本&#34;第九步已正式到来，</strong>即协议达成与叙事框架的构建，这一到来较该机构此前预期晚约10天。</p><p style=\"text-align: justify;\">The Kobeissi Letter表示，按照特朗普交易手册来看，特朗普框架内的每一场重大对抗，最终都以&#34;极限施压换取让步&#34;的叙事收场。</p><p style=\"text-align: justify;\">这一进展对市场的潜在影响不容忽视。The Kobeissi Letter指出，<strong>第十步——即协议正式宣布后的市场暴力重定价——将在未来数周内到来。</strong>届时，长期处于防御性仓位的投资者将面临仓位被迫快速平仓的压力，股市或出现急涨，油价则可能随航运通道重开预期的确立而急速回落。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c814579208d4210846089fecc334bdd\" tg-width=\"628\" tg-height=\"700\"/></p><h2 id=\"id_1353752192\">停火与关税暂停：同一套逻辑</h2><p style=\"text-align: justify;\">据央视新闻，据伊朗方面当地时间8日凌晨消息，巴基斯坦总理夏巴兹·谢里夫已邀请伊朗和美国代表团前往巴首都伊斯兰堡开展谈判。夏巴兹·谢里夫还表示，伊美双方停火将于伊朗时间8日凌晨3时30分（北京时间8日8时）生效。特朗普表示，这一停火窗口将被用于&#34;最终确定并促成&#34;各方之间持久和平协议的签署。</p><p style=\"text-align: justify;\">The Kobeissi Letter将此次美伊两周停火与特朗普2025年4月宣布的&#34;90天关税暂停&#34;相提并论，认为两者在性质上高度相似。</p><p style=\"text-align: justify;\"><strong>2025年4月9日，在债券市场剧烈动荡的背景下，特朗普宣布暂停对多数贸易伙伴加征关税90天。此后数周内，美中贸易协议随即落地，市场未再回测此前低点。</strong>The Kobeissi Letter指出，此次停火公告与上述关税暂停的时间节点几乎相差整整一年。</p><p style=\"text-align: justify;\">该机构认为，这一模式并非偶然。特朗普自2025年1月就职以来，在关税战、委内瑞拉、格陵兰岛谈判及伊朗问题上，均遵循着高度一致的谈判逻辑：口头施压、极限施压换取让步，最终以&#34;交易&#34;收尾。</p><h2 id=\"id_2325783551\">第九步：协议叙事的构建</h2><p style=\"text-align: justify;\">按照The Kobeissi Letter梳理的10步“冲突剧本”，第九步的核心是协议达成与叙事框架的构建。</p><p style=\"text-align: justify;\">该机构指出，特朗普框架内的每一场重大对抗，最终都以&#34;极限施压换取让步&#34;的叙事收场。无论是对、欧盟、印度的贸易协议，还是英特尔、稀土领域的企业谈判，抑或是2025年特朗普促成终结的多场冲突，这一模式均得到印证。</p><p style=\"text-align: justify;\">在伊朗问题上，The Kobeissi Letter认为，若伊朗政府未能垮台，最终协议可能涉及与核问题挂钩的停火安排、附带执行机制的地区安全框架，或以合规基准为条件的制裁调整方案。该机构强调，&#34;具体架构的重要性，远不及时机与叙事框架。&#34;</p><h2 id=\"id_1349436332\">第十步：等待暴力重定价</h2><p style=\"text-align: justify;\">The Kobeissi Letter警示投资者，协议宣布后的市场重定价往往是突然而非渐进的。</p><p style=\"text-align: justify;\">原因在于，当前市场参与者普遍处于防御性仓位——能源敞口偏高、股票风险已被压缩、波动率因隐性不确定性而居高不下。一旦不确定性骤然消散，这些仓位将迅速平仓，形成集中性的市场冲击。</p><p style=\"text-align: justify;\">该机构援引2025年4月、8月、10月及2026年1月的历史案例指出，每次关税暂停或框架协议公布后，股市均出现大幅急涨，油价则随着航运通道重开预期的确立而急速回落。The Kobeissi Letter总结称：<strong>&#34;模式识别在这个市场中具有极高的盈利价值。&#34;</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d8d6ac8df9927810fa41a461bdcd1022","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","NDX":"纳斯达克100指数"},"source_url":"https://wallstreetcn.com/articles/3769453","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2625995795","content_text":"美伊两周停火协议落地，独立宏观机构The Kobeissi Letter的\"冲突剧本\"第九步正式兑现，即协议达成与叙事框架的构建。特朗普框架内的每一场重大对抗，最终都以\"极限施压换取让步\"的叙事收场，这一步比该机构预期晚10天。更关键的是第十步：协议宣布后的市场暴力重定价或在数周内到来。美伊停火协议的达成，正在按照一套被反复验证的剧本精准演进。美国独立宏观研究机构The Kobeissi Letter最新表示，随着特朗普宣布美国、伊朗与以色列之间达成两周停火协议，其所追踪的\"冲突剧本\"第九步已正式到来，即协议达成与叙事框架的构建，这一到来较该机构此前预期晚约10天。The Kobeissi Letter表示，按照特朗普交易手册来看，特朗普框架内的每一场重大对抗，最终都以\"极限施压换取让步\"的叙事收场。这一进展对市场的潜在影响不容忽视。The Kobeissi Letter指出，第十步——即协议正式宣布后的市场暴力重定价——将在未来数周内到来。届时，长期处于防御性仓位的投资者将面临仓位被迫快速平仓的压力，股市或出现急涨，油价则可能随航运通道重开预期的确立而急速回落。停火与关税暂停：同一套逻辑据央视新闻，据伊朗方面当地时间8日凌晨消息，巴基斯坦总理夏巴兹·谢里夫已邀请伊朗和美国代表团前往巴首都伊斯兰堡开展谈判。夏巴兹·谢里夫还表示，伊美双方停火将于伊朗时间8日凌晨3时30分（北京时间8日8时）生效。特朗普表示，这一停火窗口将被用于\"最终确定并促成\"各方之间持久和平协议的签署。The Kobeissi Letter将此次美伊两周停火与特朗普2025年4月宣布的\"90天关税暂停\"相提并论，认为两者在性质上高度相似。2025年4月9日，在债券市场剧烈动荡的背景下，特朗普宣布暂停对多数贸易伙伴加征关税90天。此后数周内，美中贸易协议随即落地，市场未再回测此前低点。The Kobeissi Letter指出，此次停火公告与上述关税暂停的时间节点几乎相差整整一年。该机构认为，这一模式并非偶然。特朗普自2025年1月就职以来，在关税战、委内瑞拉、格陵兰岛谈判及伊朗问题上，均遵循着高度一致的谈判逻辑：口头施压、极限施压换取让步，最终以\"交易\"收尾。第九步：协议叙事的构建按照The Kobeissi Letter梳理的10步“冲突剧本”，第九步的核心是协议达成与叙事框架的构建。该机构指出，特朗普框架内的每一场重大对抗，最终都以\"极限施压换取让步\"的叙事收场。无论是对、欧盟、印度的贸易协议，还是英特尔、稀土领域的企业谈判，抑或是2025年特朗普促成终结的多场冲突，这一模式均得到印证。在伊朗问题上，The Kobeissi Letter认为，若伊朗政府未能垮台，最终协议可能涉及与核问题挂钩的停火安排、附带执行机制的地区安全框架，或以合规基准为条件的制裁调整方案。该机构强调，\"具体架构的重要性，远不及时机与叙事框架。\"第十步：等待暴力重定价The Kobeissi Letter警示投资者，协议宣布后的市场重定价往往是突然而非渐进的。原因在于，当前市场参与者普遍处于防御性仓位——能源敞口偏高、股票风险已被压缩、波动率因隐性不确定性而居高不下。一旦不确定性骤然消散，这些仓位将迅速平仓，形成集中性的市场冲击。该机构援引2025年4月、8月、10月及2026年1月的历史案例指出，每次关税暂停或框架协议公布后，股市均出现大幅急涨，油价则随着航运通道重开预期的确立而急速回落。The Kobeissi Letter总结称：\"模式识别在这个市场中具有极高的盈利价值。\"","news_type":1,"symbols_score_info":{".SPX":2,"NDX":2,".IXIC":2,".DJI":2}},"isVote":1,"tweetType":1,"viewCount":1947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546121643492384,"gmtCreate":1774339842896,"gmtModify":1774341456153,"author":{"id":"3468814734547554","authorId":"3468814734547554","name":"Sige heil","avatar":"https://static.tigerbbs.com/62c6cab60c1c4a1564347905ed91acb4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468814734547554","idStr":"3468814734547554"},"themes":[],"title":"","htmlText":"什么意思。美股要涨 大a又…","listText":"什么意思。美股要涨 大a又…","text":"什么意思。美股要涨 大a又…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546121643492384","isVote":1,"tweetType":1,"viewCount":2431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521528049209560,"gmtCreate":1768366182529,"gmtModify":1768366338831,"author":{"id":"3468814734547554","authorId":"3468814734547554","name":"Sige heil","avatar":"https://static.tigerbbs.com/62c6cab60c1c4a1564347905ed91acb4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468814734547554","idStr":"3468814734547554"},"themes":[],"title":"","htmlText":"啥意思 😂要强制平仓吗","listText":"啥意思 😂要强制平仓吗","text":"啥意思 😂要强制平仓吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521528049209560","repostId":"1182202295","repostType":2,"repost":{"id":"1182202295","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":1768366083,"share":"https://www.laohunote.com/m/news/1182202295?lang=zh_CN&edition=full","pubTime":"2026-01-14 12:48","market":"hk","language":"zh","title":"从80%提高至100%，沪深北交易所上调融资保证金最低比例","url":"https://stock-news.laohu8.com/highlight/detail?id=1182202295","media":"老虎资讯综合","summary":"2026年1月14日，经中国证监会批准，沪深北交易所发布通知调整融资保证金比例，将投资者融资买入证券时的融资保证金最低比例从80%提高至100%。2023年8月，沪深北交易所将融资保证金比例从100%降低至80%，融资规模和交易额稳步上升。近期，融资交易明显活跃，市场流动性相对充裕，根据法定的逆周期调节安排，适度提高融资保证金比例回归100%，有助于适当降低杠杆水平，切实保护投资者合法权益，促进市场长期稳定健康发展。需要说明的是，此次调整仅限于新开融资合约，调整实施前已存续的融资合约及其展期仍按照调整前的相关规定执行。","content":"<html><head></head><body><p>1月14日，A股指数午后快速回落，三大指数集体翻绿，创业板指、深成指此前一度涨超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c3856bf334a00ebdbed1cf6536edd1b\" tg-width=\"560\" tg-height=\"240\"/></p><p>经中国证监会批准，沪深北交易所发布通知调整融资保证金比例，将投资者融资买入证券时的融资保证金最低比例从80%提高至100%。</p><p>2023年8月，沪深北交易所将融资保证金比例从100%降低至80%，融资规模和交易额稳步上升。近期，融资交易明显活跃，市场流动性相对充裕，根据法定的逆周期调节安排，适度提高融资保证金比例回归100%，有助于适当降低杠杆水平，切实保护投资者合法权益，促进市场长期稳定健康发展。</p><p>需要说明的是，此次调整仅限于新开融资合约，调整实施前已存续的融资合约及其展期仍按照调整前的相关规定执行。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dceec6a6e69b66ec53ae148b8dfcec7f\" title=\"\" tg-width=\"1118\" tg-height=\"758\"/></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>从80%提高至100%，沪深北交易所上调融资保证金最低比例</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{ 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}\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从80%提高至100%，沪深北交易所上调融资保证金最低比例\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\">2026-01-14 12:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月14日，A股指数午后快速回落，三大指数集体翻绿，创业板指、深成指此前一度涨超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c3856bf334a00ebdbed1cf6536edd1b\" tg-width=\"560\" tg-height=\"240\"/></p><p>经中国证监会批准，沪深北交易所发布通知调整融资保证金比例，将投资者融资买入证券时的融资保证金最低比例从80%提高至100%。</p><p>2023年8月，沪深北交易所将融资保证金比例从100%降低至80%，融资规模和交易额稳步上升。近期，融资交易明显活跃，市场流动性相对充裕，根据法定的逆周期调节安排，适度提高融资保证金比例回归100%，有助于适当降低杠杆水平，切实保护投资者合法权益，促进市场长期稳定健康发展。</p><p>需要说明的是，此次调整仅限于新开融资合约，调整实施前已存续的融资合约及其展期仍按照调整前的相关规定执行。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dceec6a6e69b66ec53ae148b8dfcec7f\" title=\"\" tg-width=\"1118\" tg-height=\"758\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2f0a33d348220bb2adf940f6be33e5b4","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182202295","content_text":"1月14日，A股指数午后快速回落，三大指数集体翻绿，创业板指、深成指此前一度涨超2%。经中国证监会批准，沪深北交易所发布通知调整融资保证金比例，将投资者融资买入证券时的融资保证金最低比例从80%提高至100%。2023年8月，沪深北交易所将融资保证金比例从100%降低至80%，融资规模和交易额稳步上升。近期，融资交易明显活跃，市场流动性相对充裕，根据法定的逆周期调节安排，适度提高融资保证金比例回归100%，有助于适当降低杠杆水平，切实保护投资者合法权益，促进市场长期稳定健康发展。需要说明的是，此次调整仅限于新开融资合约，调整实施前已存续的融资合约及其展期仍按照调整前的相关规定执行。","news_type":1,"symbols_score_info":{"399001":2,"399006":2,"000001.SH":2}},"isVote":1,"tweetType":1,"viewCount":2977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409581261668712,"gmtCreate":1741005450856,"gmtModify":1741006997295,"author":{"id":"3468814734547554","authorId":"3468814734547554","name":"Sige heil","avatar":"https://static.tigerbbs.com/62c6cab60c1c4a1564347905ed91acb4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468814734547554","idStr":"3468814734547554"},"themes":[],"title":"","htmlText":"大a今天为什么🧐😭","listText":"大a今天为什么🧐😭","text":"大a今天为什么🧐😭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409581261668712","repostId":"1162360192","repostType":2,"repost":{"id":"1162360192","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":1741004302,"share":"https://www.laohunote.com/m/news/1162360192?lang=zh_CN&edition=full","pubTime":"2025-03-03 20:18","market":"us","language":"zh","title":"盘前 | 特斯拉涨逾3%，英特尔获重大利好，理想汽车大跌超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1162360192","media":"老虎资讯综合","summary":"美股三大指数期货在盘前时段集体上涨。","content":"<html><head></head><body><p>3月3日周一，美股三大指数期货在盘前时段集体上涨。本周海外大事密集，特朗普将在美国国会演讲、主持白宫加密货币峰会；美国将发布2月非农就业报告；加墨关税实施；欧央行公布利率决议；鲍威尔等美联储官员讲话；美联储发布经济状况褐皮书。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/668f5f02536acde9269b45cf389b2115\" title=\"\" tg-width=\"740\" tg-height=\"240\"/></p><h3 id=\"id_2226404005\">个股盘前表现</h3><p><strong>特斯拉涨超3%。马斯克表示，<a href=\"https://laohu8.com/S/TSLA\" title=\"特斯拉\" class=\"\">特斯拉</a>在5年内实现1000%的利润增长是可能的。同时，摩根士丹利重新将特斯拉列为美国汽车板块首选股。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd0d9e50c63d1e5967fda6993d3c2445\" title=\"\" tg-width=\"450\" tg-height=\"124\"/></p><p>英特尔涨逾5%。两位知情人士透露，英伟达和博通正在采用英特尔的18A工艺进行生产测试，显示出对后者先进生产技术的初步信心。测试表明，这些公司正越来越接近决定是否将价值数亿美元的制造合同交给英特尔。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e59bfa74f7b65f48cee794c95ab053d1\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>大型科技股涨跌不一。截至发稿，亚马逊涨0.94%，谷歌涨0.9%，Meta涨0.87%，英伟达跌0.2%，苹果跌0.11%。</p><p>加密货币概念股普涨。截至发稿，Strategy大涨13%，CleanSpark涨超11%，MARA涨超10%，Riot涨9.9%，Coinbase涨9.35%。3月3日，<strong>特朗普周日在社交媒体上发文称，美国将创建一项加密货币战略储备，其中将包括比特币、以太坊，以及瑞波币、Solana和艾达币。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c7d4b629ccd438cfbd491c2a15b3ce7\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></p><p>奢侈品集团Capri涨超7%。据彭博引述消息人士称，欧洲奢侈品集团普拉达(Prada)正接近与Capri达成洽购意大利名牌Versace的协议，涉及金额为15亿欧元(约合16亿美元)。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06a0d34a43cff7b161af938856bb9e39\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>雷神技术公司涨1.79%，开盘有望再创历史新高。雷神技术此前公布的第四季度业绩，销售额216.2亿美元，同比增长8.5%，超分析师预期。公司预测2025年调整后销售额在830亿至840亿美元之间。</p><p>能源公司Sunnova Energy暴跌51%，公司称现金流面临枯竭，未来继续经营存疑。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6966b150fe37c57aac0bc8e236726b29\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>阿里巴巴涨1.44%。开源社区Hugging Face最新榜单显示，开源仅6天的阿里万相大模型已反超DeepSeek-R1，登顶模型热榜、模型空间榜两大榜单，成为近期全球开源社区最受欢迎的大模型。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4128b552b7539002b69325693c81620d\" title=\"\" tg-width=\"450\" tg-height=\"134\"/></p><p>大健云仓涨超4%。公司将于美东时间03月03日盘后发布财报。有机构预期大健云仓2024Q4预计实现营收2.88亿美元，同比增加17.81%。</p><p>房多多涨超1%。中指研究院发布报告，TOP100房企销售额1—2月同比降幅收窄10.6个百分点，2月销售额同比增长17.3%，百亿以上销售额企业12家。</p><p>理想汽车大跌超8%，2月销量环比下滑超12%，昔日“新势力销冠”的位子也拱手出让，位居第二。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3cd8a508d61271ac2ade7b8e3675db6d\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></p><p>同时，小鹏汽车跌超5%，蔚来跌超3%。</p><p>新东方跌2.6%。新东方董事长俞敏洪称现在为止新东方都没找到接班人。</p><h3 id=\"id_273697872\">大宗商品走势</h3><p>国际油价自日内低点回升。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02414196f88fb0f60e86599b0da02e11\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>国际金价涨逾1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63866ab87795b97245a7d33808954e4c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></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>盘前 | 特斯拉涨逾3%，英特尔获重大利好，理想汽车大跌超8%</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘前 | 特斯拉涨逾3%，英特尔获重大利好，理想汽车大跌超8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-03-03 20:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月3日周一，美股三大指数期货在盘前时段集体上涨。本周海外大事密集，特朗普将在美国国会演讲、主持白宫加密货币峰会；美国将发布2月非农就业报告；加墨关税实施；欧央行公布利率决议；鲍威尔等美联储官员讲话；美联储发布经济状况褐皮书。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/668f5f02536acde9269b45cf389b2115\" title=\"\" tg-width=\"740\" tg-height=\"240\"/></p><h3 id=\"id_2226404005\">个股盘前表现</h3><p><strong>特斯拉涨超3%。马斯克表示，<a href=\"https://laohu8.com/S/TSLA\" title=\"特斯拉\" class=\"\">特斯拉</a>在5年内实现1000%的利润增长是可能的。同时，摩根士丹利重新将特斯拉列为美国汽车板块首选股。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd0d9e50c63d1e5967fda6993d3c2445\" title=\"\" tg-width=\"450\" tg-height=\"124\"/></p><p>英特尔涨逾5%。两位知情人士透露，英伟达和博通正在采用英特尔的18A工艺进行生产测试，显示出对后者先进生产技术的初步信心。测试表明，这些公司正越来越接近决定是否将价值数亿美元的制造合同交给英特尔。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e59bfa74f7b65f48cee794c95ab053d1\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>大型科技股涨跌不一。截至发稿，亚马逊涨0.94%，谷歌涨0.9%，Meta涨0.87%，英伟达跌0.2%，苹果跌0.11%。</p><p>加密货币概念股普涨。截至发稿，Strategy大涨13%，CleanSpark涨超11%，MARA涨超10%，Riot涨9.9%，Coinbase涨9.35%。3月3日，<strong>特朗普周日在社交媒体上发文称，美国将创建一项加密货币战略储备，其中将包括比特币、以太坊，以及瑞波币、Solana和艾达币。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c7d4b629ccd438cfbd491c2a15b3ce7\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></p><p>奢侈品集团Capri涨超7%。据彭博引述消息人士称，欧洲奢侈品集团普拉达(Prada)正接近与Capri达成洽购意大利名牌Versace的协议，涉及金额为15亿欧元(约合16亿美元)。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06a0d34a43cff7b161af938856bb9e39\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>雷神技术公司涨1.79%，开盘有望再创历史新高。雷神技术此前公布的第四季度业绩，销售额216.2亿美元，同比增长8.5%，超分析师预期。公司预测2025年调整后销售额在830亿至840亿美元之间。</p><p>能源公司Sunnova Energy暴跌51%，公司称现金流面临枯竭，未来继续经营存疑。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6966b150fe37c57aac0bc8e236726b29\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>阿里巴巴涨1.44%。开源社区Hugging Face最新榜单显示，开源仅6天的阿里万相大模型已反超DeepSeek-R1，登顶模型热榜、模型空间榜两大榜单，成为近期全球开源社区最受欢迎的大模型。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4128b552b7539002b69325693c81620d\" title=\"\" tg-width=\"450\" tg-height=\"134\"/></p><p>大健云仓涨超4%。公司将于美东时间03月03日盘后发布财报。有机构预期大健云仓2024Q4预计实现营收2.88亿美元，同比增加17.81%。</p><p>房多多涨超1%。中指研究院发布报告，TOP100房企销售额1—2月同比降幅收窄10.6个百分点，2月销售额同比增长17.3%，百亿以上销售额企业12家。</p><p>理想汽车大跌超8%，2月销量环比下滑超12%，昔日“新势力销冠”的位子也拱手出让，位居第二。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3cd8a508d61271ac2ade7b8e3675db6d\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></p><p>同时，小鹏汽车跌超5%，蔚来跌超3%。</p><p>新东方跌2.6%。新东方董事长俞敏洪称现在为止新东方都没找到接班人。</p><h3 id=\"id_273697872\">大宗商品走势</h3><p>国际油价自日内低点回升。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02414196f88fb0f60e86599b0da02e11\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>国际金价涨逾1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63866ab87795b97245a7d33808954e4c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"TSLA":"特斯拉","INTC":"英特尔","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162360192","content_text":"3月3日周一，美股三大指数期货在盘前时段集体上涨。本周海外大事密集，特朗普将在美国国会演讲、主持白宫加密货币峰会；美国将发布2月非农就业报告；加墨关税实施；欧央行公布利率决议；鲍威尔等美联储官员讲话；美联储发布经济状况褐皮书。个股盘前表现特斯拉涨超3%。马斯克表示，特斯拉在5年内实现1000%的利润增长是可能的。同时，摩根士丹利重新将特斯拉列为美国汽车板块首选股。英特尔涨逾5%。两位知情人士透露，英伟达和博通正在采用英特尔的18A工艺进行生产测试，显示出对后者先进生产技术的初步信心。测试表明，这些公司正越来越接近决定是否将价值数亿美元的制造合同交给英特尔。大型科技股涨跌不一。截至发稿，亚马逊涨0.94%，谷歌涨0.9%，Meta涨0.87%，英伟达跌0.2%，苹果跌0.11%。加密货币概念股普涨。截至发稿，Strategy大涨13%，CleanSpark涨超11%，MARA涨超10%，Riot涨9.9%，Coinbase涨9.35%。3月3日，特朗普周日在社交媒体上发文称，美国将创建一项加密货币战略储备，其中将包括比特币、以太坊，以及瑞波币、Solana和艾达币。奢侈品集团Capri涨超7%。据彭博引述消息人士称，欧洲奢侈品集团普拉达(Prada)正接近与Capri达成洽购意大利名牌Versace的协议，涉及金额为15亿欧元(约合16亿美元)。雷神技术公司涨1.79%，开盘有望再创历史新高。雷神技术此前公布的第四季度业绩，销售额216.2亿美元，同比增长8.5%，超分析师预期。公司预测2025年调整后销售额在830亿至840亿美元之间。能源公司Sunnova Energy暴跌51%，公司称现金流面临枯竭，未来继续经营存疑。阿里巴巴涨1.44%。开源社区Hugging Face最新榜单显示，开源仅6天的阿里万相大模型已反超DeepSeek-R1，登顶模型热榜、模型空间榜两大榜单，成为近期全球开源社区最受欢迎的大模型。大健云仓涨超4%。公司将于美东时间03月03日盘后发布财报。有机构预期大健云仓2024Q4预计实现营收2.88亿美元，同比增加17.81%。房多多涨超1%。中指研究院发布报告，TOP100房企销售额1—2月同比降幅收窄10.6个百分点，2月销售额同比增长17.3%，百亿以上销售额企业12家。理想汽车大跌超8%，2月销量环比下滑超12%，昔日“新势力销冠”的位子也拱手出让，位居第二。同时，小鹏汽车跌超5%，蔚来跌超3%。新东方跌2.6%。新东方董事长俞敏洪称现在为止新东方都没找到接班人。大宗商品走势国际油价自日内低点回升。国际金价涨逾1%。","news_type":1,"symbols_score_info":{"TSLA":1.1,"BABA":1.1,"INTC":1.1}},"isVote":1,"tweetType":1,"viewCount":4661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376207299387568,"gmtCreate":1732849308015,"gmtModify":1732849369981,"author":{"id":"3468814734547554","authorId":"3468814734547554","name":"Sige heil","avatar":"https://static.tigerbbs.com/62c6cab60c1c4a1564347905ed91acb4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468814734547554","idStr":"3468814734547554"},"themes":[],"title":"","htmlText":"与我大a何干","listText":"与我大a何干","text":"与我大a何干","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376207299387568","repostId":"1118826881","repostType":2,"repost":{"id":"1118826881","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":1732847100,"share":"https://www.laohunote.com/m/news/1118826881?lang=zh_CN&edition=full","pubTime":"2024-11-29 10:25","market":"us","language":"zh","title":"华尔街集体看涨美股之际，德银警告：后市面临三大风险，投资者需保持警惕","url":"https://stock-news.laohu8.com/highlight/detail?id=1118826881","media":"老虎资讯综合","summary":"年末将至，华尔街对2025年美股的乐观态度显而易见，各大投行纷纷发布展望报告，几乎所有主流机构都预计美股将在新的一年继续上涨。然而，德意志银行的宏观策略师Henry Allen近期却给出了一些警告，提示投资者在看涨情绪中仍需保持警惕。德意志银行周二在一份给客户的报告中，重点指出了可能威胁美股动能的三个潜在逆风。一些华尔街预测人士警告称，由于美股徘徊在历史高点附近，最新的市场反弹看起来有些过头。","content":"<html><head></head><body><p>年末将至，华尔街对2025年美股的乐观态度显而易见，各大投行纷纷发布展望报告，几乎所有主流机构都预计美股将在新的一年继续上涨。其中，德意志银行的看法尤为积极，他们将标普500指数年底目标设定为7000点，成为市场中最看涨的预言者。然而，德意志银行的宏观策略师Henry Allen近期却给出了一些警告，提示投资者在看涨情绪中仍需保持警惕。</p><p>德意志银行周二在一份给客户的报告中，重点指出了可能威胁美股动能的三个潜在逆风。</p><p>德意志银行宏观策略师Henry Allen写道，“尽管市场现在看起来可能坚不可摧，但值得记住的是，今年实际上已经出现了几次震荡。因此，鉴于市场今年对各种冲击的反应，很明显，任何一个因素都可能引发美股新的抛售，特别是如果这些因素变得更加持久和长期存在的话。”</p><p>他还补充道，“由于目前的估值相较于过去几年有所提高，这意味着从表面上看，美股进一步上涨的空间现在更加有限。”</p><p><strong>以下是该银行认为可能对投资者构成风险的三个因素：</strong></p><p><strong>1、经济衰退</strong></p><p>大多数经济学家认为，美国经济正朝着软着陆的方向发展，在这种情景中，通胀将会下降，而不会引发严重的经济衰退。</p><p>然而，Allen表示，如果经济疲软程度超过预期，这将对股票构成重大风险，他指出，今年夏天由于就业数据疲软以及市场对美联储激进加息行动后美国经济步履蹒跚的担忧，股市直接遭遇了大幅抛售。</p><p>他补充道，“幸运的是，尽管当月出现了一些糟糕的数据，但随后数据开始再次改善。不过，即便数据并未指向经济衰退，美股仍然出现了一次相当大的抛售，这就引出了一个问题：如果数据确实开始指向经济衰退并显示出明显的收缩，情况会严重到什么程度。毕竟，我们知道经济衰退是对风险资产最糟糕的事情之一。”</p><p>Allen表示，市场对美国2025年的增长预期也“高得多”，华尔街预计明年GDP增长将保持在2%以上。他补充说，这意味着数据将难以达到或超过市场的预期。</p><p><strong>2、地缘政治动荡</strong></p><p>今年早些时候，中东地区的地缘政治紧张局势升级，导致油价飙升，股价迅速下跌。上周，乌克兰向俄罗斯发射了美英制造的导弹后，美股也出现震荡，俄罗斯随后向乌克兰发射了一枚新型高超音速导弹进行报复。</p><p>Allen说，“因此，市场显然对任何地缘政治升级都非常紧张，只是在每种情况下，更广泛冲突的最坏担忧实际上并没有实现。然而，如果发生新的冲突或重大升级，那么我们从最近的经验中知道，市场可能会出现非常负面的反应，就像2022年俄乌冲突爆发之后那样。”</p><p><strong>3、通胀上升</strong></p><p>目前，美国通胀已从2022年约9%的高点降温，10月CPI数据同比上涨2.6%。这与经济学家的预期一致，尽管比前一个月略有加速。</p><p>与此同时，市场对今年早些时候的几次通胀恐慌做出了负面反应，导致股价下跌，债券被抛售，市场对美联储的降息预期回落。</p><p>Allen表示，如果通胀持续处于较高水平，随着市场预期美联储将采取更强硬的立场，这些情况将会持续出现。</p><p>他说道，“随着我们进入2025年，通胀上升正成为一个日益增长的风险。幸运的是，我们避免了20世纪70年代发生的持续通胀。但即使是现在，美国的通胀仍然高于目标水平，我们的经济学家预测，美国名义和核心PCE将在整个2025年和2026年保持在2%以上。”</p><p>一些华尔街预测人士警告称，由于美股徘徊在历史高点附近，最新的市场反弹看起来有些过头。尽管如此，根据美国投资者协会（AAII）最新的投资者情绪调查，只有33%的投资者表示，未来六个月他们看跌股市，大型银行的分析师对来年股市发布的大多是乐观预测。</p><p><em>本文编译自 BUSINESS INSIDER 《These are the top 3 risks to the US stock market rally, according to Deutsche Bank》</em></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>华尔街集体看涨美股之际，德银警告：后市面临三大风险，投资者需保持警惕</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华尔街集体看涨美股之际，德银警告：后市面临三大风险，投资者需保持警惕\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-11-29 10:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>年末将至，华尔街对2025年美股的乐观态度显而易见，各大投行纷纷发布展望报告，几乎所有主流机构都预计美股将在新的一年继续上涨。其中，德意志银行的看法尤为积极，他们将标普500指数年底目标设定为7000点，成为市场中最看涨的预言者。然而，德意志银行的宏观策略师Henry Allen近期却给出了一些警告，提示投资者在看涨情绪中仍需保持警惕。</p><p>德意志银行周二在一份给客户的报告中，重点指出了可能威胁美股动能的三个潜在逆风。</p><p>德意志银行宏观策略师Henry Allen写道，“尽管市场现在看起来可能坚不可摧，但值得记住的是，今年实际上已经出现了几次震荡。因此，鉴于市场今年对各种冲击的反应，很明显，任何一个因素都可能引发美股新的抛售，特别是如果这些因素变得更加持久和长期存在的话。”</p><p>他还补充道，“由于目前的估值相较于过去几年有所提高，这意味着从表面上看，美股进一步上涨的空间现在更加有限。”</p><p><strong>以下是该银行认为可能对投资者构成风险的三个因素：</strong></p><p><strong>1、经济衰退</strong></p><p>大多数经济学家认为，美国经济正朝着软着陆的方向发展，在这种情景中，通胀将会下降，而不会引发严重的经济衰退。</p><p>然而，Allen表示，如果经济疲软程度超过预期，这将对股票构成重大风险，他指出，今年夏天由于就业数据疲软以及市场对美联储激进加息行动后美国经济步履蹒跚的担忧，股市直接遭遇了大幅抛售。</p><p>他补充道，“幸运的是，尽管当月出现了一些糟糕的数据，但随后数据开始再次改善。不过，即便数据并未指向经济衰退，美股仍然出现了一次相当大的抛售，这就引出了一个问题：如果数据确实开始指向经济衰退并显示出明显的收缩，情况会严重到什么程度。毕竟，我们知道经济衰退是对风险资产最糟糕的事情之一。”</p><p>Allen表示，市场对美国2025年的增长预期也“高得多”，华尔街预计明年GDP增长将保持在2%以上。他补充说，这意味着数据将难以达到或超过市场的预期。</p><p><strong>2、地缘政治动荡</strong></p><p>今年早些时候，中东地区的地缘政治紧张局势升级，导致油价飙升，股价迅速下跌。上周，乌克兰向俄罗斯发射了美英制造的导弹后，美股也出现震荡，俄罗斯随后向乌克兰发射了一枚新型高超音速导弹进行报复。</p><p>Allen说，“因此，市场显然对任何地缘政治升级都非常紧张，只是在每种情况下，更广泛冲突的最坏担忧实际上并没有实现。然而，如果发生新的冲突或重大升级，那么我们从最近的经验中知道，市场可能会出现非常负面的反应，就像2022年俄乌冲突爆发之后那样。”</p><p><strong>3、通胀上升</strong></p><p>目前，美国通胀已从2022年约9%的高点降温，10月CPI数据同比上涨2.6%。这与经济学家的预期一致，尽管比前一个月略有加速。</p><p>与此同时，市场对今年早些时候的几次通胀恐慌做出了负面反应，导致股价下跌，债券被抛售，市场对美联储的降息预期回落。</p><p>Allen表示，如果通胀持续处于较高水平，随着市场预期美联储将采取更强硬的立场，这些情况将会持续出现。</p><p>他说道，“随着我们进入2025年，通胀上升正成为一个日益增长的风险。幸运的是，我们避免了20世纪70年代发生的持续通胀。但即使是现在，美国的通胀仍然高于目标水平，我们的经济学家预测，美国名义和核心PCE将在整个2025年和2026年保持在2%以上。”</p><p>一些华尔街预测人士警告称，由于美股徘徊在历史高点附近，最新的市场反弹看起来有些过头。尽管如此，根据美国投资者协会（AAII）最新的投资者情绪调查，只有33%的投资者表示，未来六个月他们看跌股市，大型银行的分析师对来年股市发布的大多是乐观预测。</p><p><em>本文编译自 BUSINESS INSIDER 《These are the top 3 risks to the US stock market rally, according to Deutsche Bank》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118826881","content_text":"年末将至，华尔街对2025年美股的乐观态度显而易见，各大投行纷纷发布展望报告，几乎所有主流机构都预计美股将在新的一年继续上涨。其中，德意志银行的看法尤为积极，他们将标普500指数年底目标设定为7000点，成为市场中最看涨的预言者。然而，德意志银行的宏观策略师Henry Allen近期却给出了一些警告，提示投资者在看涨情绪中仍需保持警惕。德意志银行周二在一份给客户的报告中，重点指出了可能威胁美股动能的三个潜在逆风。德意志银行宏观策略师Henry Allen写道，“尽管市场现在看起来可能坚不可摧，但值得记住的是，今年实际上已经出现了几次震荡。因此，鉴于市场今年对各种冲击的反应，很明显，任何一个因素都可能引发美股新的抛售，特别是如果这些因素变得更加持久和长期存在的话。”他还补充道，“由于目前的估值相较于过去几年有所提高，这意味着从表面上看，美股进一步上涨的空间现在更加有限。”以下是该银行认为可能对投资者构成风险的三个因素：1、经济衰退大多数经济学家认为，美国经济正朝着软着陆的方向发展，在这种情景中，通胀将会下降，而不会引发严重的经济衰退。然而，Allen表示，如果经济疲软程度超过预期，这将对股票构成重大风险，他指出，今年夏天由于就业数据疲软以及市场对美联储激进加息行动后美国经济步履蹒跚的担忧，股市直接遭遇了大幅抛售。他补充道，“幸运的是，尽管当月出现了一些糟糕的数据，但随后数据开始再次改善。不过，即便数据并未指向经济衰退，美股仍然出现了一次相当大的抛售，这就引出了一个问题：如果数据确实开始指向经济衰退并显示出明显的收缩，情况会严重到什么程度。毕竟，我们知道经济衰退是对风险资产最糟糕的事情之一。”Allen表示，市场对美国2025年的增长预期也“高得多”，华尔街预计明年GDP增长将保持在2%以上。他补充说，这意味着数据将难以达到或超过市场的预期。2、地缘政治动荡今年早些时候，中东地区的地缘政治紧张局势升级，导致油价飙升，股价迅速下跌。上周，乌克兰向俄罗斯发射了美英制造的导弹后，美股也出现震荡，俄罗斯随后向乌克兰发射了一枚新型高超音速导弹进行报复。Allen说，“因此，市场显然对任何地缘政治升级都非常紧张，只是在每种情况下，更广泛冲突的最坏担忧实际上并没有实现。然而，如果发生新的冲突或重大升级，那么我们从最近的经验中知道，市场可能会出现非常负面的反应，就像2022年俄乌冲突爆发之后那样。”3、通胀上升目前，美国通胀已从2022年约9%的高点降温，10月CPI数据同比上涨2.6%。这与经济学家的预期一致，尽管比前一个月略有加速。与此同时，市场对今年早些时候的几次通胀恐慌做出了负面反应，导致股价下跌，债券被抛售，市场对美联储的降息预期回落。Allen表示，如果通胀持续处于较高水平，随着市场预期美联储将采取更强硬的立场，这些情况将会持续出现。他说道，“随着我们进入2025年，通胀上升正成为一个日益增长的风险。幸运的是，我们避免了20世纪70年代发生的持续通胀。但即使是现在，美国的通胀仍然高于目标水平，我们的经济学家预测，美国名义和核心PCE将在整个2025年和2026年保持在2%以上。”一些华尔街预测人士警告称，由于美股徘徊在历史高点附近，最新的市场反弹看起来有些过头。尽管如此，根据美国投资者协会（AAII）最新的投资者情绪调查，只有33%的投资者表示，未来六个月他们看跌股市，大型银行的分析师对来年股市发布的大多是乐观预测。本文编译自 BUSINESS INSIDER 《These are the top 3 risks to the US stock market rally, according to Deutsche Bank》","news_type":1,"symbols_score_info":{".IXIC":1.1,".DJI":1.1,".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":5841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290551880143104,"gmtCreate":1711961403946,"gmtModify":1711963119225,"author":{"id":"3468814734547554","authorId":"3468814734547554","name":"Sige heil","avatar":"https://static.tigerbbs.com/62c6cab60c1c4a1564347905ed91acb4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468814734547554","idStr":"3468814734547554"},"themes":[],"title":"","htmlText":"懂得出来说一下，明天下午是不是要史诗级大暴跌了。","listText":"懂得出来说一下，明天下午是不是要史诗级大暴跌了。","text":"懂得出来说一下，明天下午是不是要史诗级大暴跌了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290551880143104","repostId":"1150222414","repostType":4,"repost":{"id":"1150222414","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":1711960349,"share":"https://www.laohunote.com/m/news/1150222414?lang=zh_CN&edition=full","pubTime":"2024-04-01 16:32","market":"sh","language":"zh","title":"市场综述丨A股全线大涨，五国智库预测沪指将升至6000点！","url":"https://stock-news.laohu8.com/highlight/detail?id=1150222414","media":"老虎资讯综合","summary":"港股3月29日（周五）至4月1日（周一）休市，4月2日（周二）起照常开市。","content":"<html><head></head><body><h4 id=\"id_349012766\">港股</h4><p>因耶稣受难日、复活节，港股3月29日（周五）至4月1日（周一）休市，4月2日（周二）起照常开市。</p><h4 id=\"id_381766404\">A股</h4><p>4月1日周一，A股全天震荡走高，三大指数集体大涨，创业板指领涨。截至收盘，沪指涨1.19%，深成指涨2.62%，创业板指涨2.97%。全市场超4600只个股上涨，逾百股涨停或涨超10%。沪深两市今日成交额9993亿，较上个交易日放量1407亿。</p><p>今日公布的3月财新中国制造业采购经理指数（PMI）录得51.1，高于2月0.2个百分点，已连续五个月位于扩张区间，<strong>创2023年3月来新高，显示制造业生产经营活动加速向好。</strong></p><p style=\"text-align: justify;\">昨天公布的数据显示，中国3月官方制造业PMI强劲反弹至50.8，为<strong>六个月来首次扩张</strong>，3月非制造业PMI加快扩张，连升四个月至53.0%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76cc7ad8cf056db424c2f09d263c91c6\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>另据媒体报道，中国人民大学重阳金融研究院昨日与美国、俄罗斯、加拿大、印度等国的智库学者共同发布了《大国复利：中国高质量发展与2035年趋势畅想》报告。<strong>报告预测，A股稳健增长，至2035年，中国成为全球最成熟的资本市场之一，上证指数有机会倍增至6000点。</strong></p><p>锂电池板块大幅走高。寒锐钴业、合纵科技20cm涨停，三祥新材、鼎盛新材、华友钴业、英联股份等多股封板。</p><p>面板概念股集体拉升。TCL科技、彩虹股份、沃格光电、维信诺等多股涨停。</p><p>低空经济、通感一体化概念反复活跃。中信海直、华体科技4连板，豪尔赛3连板，勤上股份、山河智能涨停。</p><p>券商股走强，长江证券一字涨停，天风证券、锦龙股份、东吴证券、国信证券等纷纷跟涨。</p><h4 id=\"id_3654510006\">美股</h4><p>美股三大指数期货在盘前时段集体上涨。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b744455c937216820b31c0d7f5f57ba9\" title=\"\" tg-width=\"890\" tg-height=\"310\"/></p><p>理想汽车盘前涨近4%。理想汽车3月交付新车28,984辆，同比增长39.2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b1de3b8a27fb96621eec71d12c5a0197\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前涨近1%，公司上调中美两地Model Y价格。</p><p>加密货币概念股盘前普跌，<a href=\"https://laohu8.com/S/CLSK\">CleanSpark</a>跌近13%，<a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>跌超3%，<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Platforms</a>跌超1%；消息面：比特币回落至70000美元/枚下方，日内跌1.32%。</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>市场综述丨A股全线大涨，五国智库预测沪指将升至6000点！</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n市场综述丨A股全线大涨，五国智库预测沪指将升至6000点！\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-04-01 16:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h4 id=\"id_349012766\">港股</h4><p>因耶稣受难日、复活节，港股3月29日（周五）至4月1日（周一）休市，4月2日（周二）起照常开市。</p><h4 id=\"id_381766404\">A股</h4><p>4月1日周一，A股全天震荡走高，三大指数集体大涨，创业板指领涨。截至收盘，沪指涨1.19%，深成指涨2.62%，创业板指涨2.97%。全市场超4600只个股上涨，逾百股涨停或涨超10%。沪深两市今日成交额9993亿，较上个交易日放量1407亿。</p><p>今日公布的3月财新中国制造业采购经理指数（PMI）录得51.1，高于2月0.2个百分点，已连续五个月位于扩张区间，<strong>创2023年3月来新高，显示制造业生产经营活动加速向好。</strong></p><p style=\"text-align: justify;\">昨天公布的数据显示，中国3月官方制造业PMI强劲反弹至50.8，为<strong>六个月来首次扩张</strong>，3月非制造业PMI加快扩张，连升四个月至53.0%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76cc7ad8cf056db424c2f09d263c91c6\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>另据媒体报道，中国人民大学重阳金融研究院昨日与美国、俄罗斯、加拿大、印度等国的智库学者共同发布了《大国复利：中国高质量发展与2035年趋势畅想》报告。<strong>报告预测，A股稳健增长，至2035年，中国成为全球最成熟的资本市场之一，上证指数有机会倍增至6000点。</strong></p><p>锂电池板块大幅走高。寒锐钴业、合纵科技20cm涨停，三祥新材、鼎盛新材、华友钴业、英联股份等多股封板。</p><p>面板概念股集体拉升。TCL科技、彩虹股份、沃格光电、维信诺等多股涨停。</p><p>低空经济、通感一体化概念反复活跃。中信海直、华体科技4连板，豪尔赛3连板，勤上股份、山河智能涨停。</p><p>券商股走强，长江证券一字涨停，天风证券、锦龙股份、东吴证券、国信证券等纷纷跟涨。</p><h4 id=\"id_3654510006\">美股</h4><p>美股三大指数期货在盘前时段集体上涨。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b744455c937216820b31c0d7f5f57ba9\" title=\"\" tg-width=\"890\" tg-height=\"310\"/></p><p>理想汽车盘前涨近4%。理想汽车3月交付新车28,984辆，同比增长39.2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b1de3b8a27fb96621eec71d12c5a0197\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前涨近1%，公司上调中美两地Model Y价格。</p><p>加密货币概念股盘前普跌，<a href=\"https://laohu8.com/S/CLSK\">CleanSpark</a>跌近13%，<a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>跌超3%，<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Platforms</a>跌超1%；消息面：比特币回落至70000美元/枚下方，日内跌1.32%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"000001.SH":"上证指数","HSI":"恒生指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150222414","content_text":"港股因耶稣受难日、复活节，港股3月29日（周五）至4月1日（周一）休市，4月2日（周二）起照常开市。A股4月1日周一，A股全天震荡走高，三大指数集体大涨，创业板指领涨。截至收盘，沪指涨1.19%，深成指涨2.62%，创业板指涨2.97%。全市场超4600只个股上涨，逾百股涨停或涨超10%。沪深两市今日成交额9993亿，较上个交易日放量1407亿。今日公布的3月财新中国制造业采购经理指数（PMI）录得51.1，高于2月0.2个百分点，已连续五个月位于扩张区间，创2023年3月来新高，显示制造业生产经营活动加速向好。昨天公布的数据显示，中国3月官方制造业PMI强劲反弹至50.8，为六个月来首次扩张，3月非制造业PMI加快扩张，连升四个月至53.0%。另据媒体报道，中国人民大学重阳金融研究院昨日与美国、俄罗斯、加拿大、印度等国的智库学者共同发布了《大国复利：中国高质量发展与2035年趋势畅想》报告。报告预测，A股稳健增长，至2035年，中国成为全球最成熟的资本市场之一，上证指数有机会倍增至6000点。锂电池板块大幅走高。寒锐钴业、合纵科技20cm涨停，三祥新材、鼎盛新材、华友钴业、英联股份等多股封板。面板概念股集体拉升。TCL科技、彩虹股份、沃格光电、维信诺等多股涨停。低空经济、通感一体化概念反复活跃。中信海直、华体科技4连板，豪尔赛3连板，勤上股份、山河智能涨停。券商股走强，长江证券一字涨停，天风证券、锦龙股份、东吴证券、国信证券等纷纷跟涨。美股美股三大指数期货在盘前时段集体上涨。理想汽车盘前涨近4%。理想汽车3月交付新车28,984辆，同比增长39.2%。特斯拉盘前涨近1%，公司上调中美两地Model Y价格。加密货币概念股盘前普跌，CleanSpark跌近13%，MicroStrategy跌超3%，Coinbase、Marathon Digital、Riot Platforms跌超1%；消息面：比特币回落至70000美元/枚下方，日内跌1.32%。","news_type":1,"symbols_score_info":{"HSI":1.1,"000001.SH":1.1}},"isVote":1,"tweetType":1,"viewCount":6366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622961392,"gmtCreate":1675136388816,"gmtModify":1675137281097,"author":{"id":"3468814734547554","authorId":"3468814734547554","name":"Sige heil","avatar":"https://static.tigerbbs.com/62c6cab60c1c4a1564347905ed91acb4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468814734547554","idStr":"3468814734547554"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HMNY\">$Helios and Matheson Analytics Inc.(HMNY)$&nbsp;</a>暴涨了啊。呼呼呼","listText":"<a href=\"https://laohu8.com/S/HMNY\">$Helios and Matheson Analytics Inc.(HMNY)$&nbsp;</a>暴涨了啊。呼呼呼","text":"$Helios and Matheson Analytics Inc.(HMNY)$ 暴涨了啊。呼呼呼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/622961392","isVote":1,"tweetType":1,"viewCount":14293,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479746486493840","authorId":"3479746486493840","name":"MoneyGod小熹姐","avatar":"https://static.tigerbbs.com/e068fcea8ec8ad6489d299511f4ac2ad","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479746486493840","idStr":"3479746486493840"},"content":"是的，但是还不够呀","text":"是的，但是还不够呀","html":"是的，但是还不够呀"},{"author":{"id":"3484989717943416","authorId":"3484989717943416","name":"666的表哥","avatar":"https://static.tigerbbs.com/b151e0eab6509a2e6302e96863bcf09e","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3484989717943416","idStr":"3484989717943416"},"content":"死人放屁，有缓","text":"死人放屁，有缓","html":"死人放屁，有缓"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":681682433,"gmtCreate":1656945380126,"gmtModify":1704866086576,"author":{"id":"3468814734547554","authorId":"3468814734547554","name":"Sige 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啥意思了这是","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/681682433","isVote":1,"tweetType":1,"viewCount":9155,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3433314440446535","authorId":"3433314440446535","name":"Leegz","avatar":"https://static.tigerbbs.com/2e054f8e24f0f53c96c14cd5c2d2561f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3433314440446535","idStr":"3433314440446535"},"content":"等等吧，希望有好消息","text":"等等吧，希望有好消息","html":"等等吧，希望有好消息"},{"author":{"id":"3462966250360103","authorId":"3462966250360103","name":"我的星辰大海","avatar":"https://static.laohu8.com/f9f0503ffdc9fb792a840936ac0ae3cd","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3462966250360103","idStr":"3462966250360103"},"content":"官网都变赌博网站了","text":"官网都变赌博网站了","html":"官网都变赌博网站了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618441217,"gmtCreate":1651158029546,"gmtModify":1651158090404,"author":{"id":"3468814734547554","authorId":"3468814734547554","name":"Sige 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heil","avatar":"https://static.tigerbbs.com/62c6cab60c1c4a1564347905ed91acb4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3468814734547554","idStr":"3468814734547554"},"content":"我也希望[微笑]","text":"我也希望[微笑]","html":"我也希望[微笑]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":613330385,"gmtCreate":1649691065765,"gmtModify":1649693392285,"author":{"id":"3468814734547554","authorId":"3468814734547554","name":"Sige heil","avatar":"https://static.tigerbbs.com/62c6cab60c1c4a1564347905ed91acb4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468814734547554","idStr":"3468814734547554"},"themes":[],"title":"","htmlText":"这不是废话吗？你要是厉害你就不用发这个了","listText":"这不是废话吗？你要是厉害你就不用发这个了","text":"这不是废话吗？你要是厉害你就不用发这个了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613330385","repostId":"1145842893","repostType":2,"repost":{"id":"1145842893","kind":"news","pubTimestamp":1649682231,"share":"https://www.laohunote.com/m/news/1145842893?lang=zh_CN&edition=full","pubTime":"2022-04-11 21:03","market":"sh","language":"zh","title":"夜读 | 大师级的简单交易秘诀","url":"https://stock-news.laohu8.com/highlight/detail?id=1145842893","media":"红与绿","summary":"真正的交易者，只关心两件事：1、我买入后走势证明我对了怎么做；2、我买入后走势证明我错了又怎么做。未来的行情谁也无法精准预测，你唯一用到的东西就是规则——一致性的交易规则，它让你站在这场概率游戏的大数","content":"<html><head></head><body><blockquote>真正的交易者，只关心两件事：1、我买入后走势证明我对了怎么做；2、我买入后走势证明我错了又怎么做。</blockquote><p>未来的行情谁也无法精准预测，你唯一用到的东西就是规则——<b>一致性的交易规则，它让你站在这场概率游戏的大数一侧。</b></p><p>盈利不是靠你预测行情的胜率来获取的，而是依赖“<b>你做错的时候你尽可能少亏，你做对的时候你尽可能多赚</b>”，这就是实战家和分析师的最大差别。</p><p>你买入的目的不是为了亏钱，而是为了获利且尽可能的获利更多：当走势对你有利的时候，必须贪婪、让利润奔跑；当走势对你不利的时候，停止幻想、要截断亏损。</p><p><b>什么时候大盘方向明朗？任何时候都不明朗！</b>任何时候的行情都是拿自己的筹码赌出来的，尽管很多朋友从来不认为自己在赌，那也只是认为概率大算不上赌而已。</p><p>事实上，谁也不知道明天会怎么走，交易就是下赌注，用确定的代价赌不确定的利润，只不过当致命的风险来临时远离；当风险可控的时候，未来值得一赌。</p><p>我的交易大部分时候都是“<b>计划我的交易，交易我的计划</b>”：盘后去看走势按规则确定怎样做，交易时间做的就只是按规则去交易。如果要在交易时间中的波动里，考虑那些哪里买进或卖出问题，相信很多时候，我也会让自己不知所措。</p><p>我从来就不认为买进的具体点位在交易中占据多大的作用，只有追求微利的买单才追求具体买入点位，<b>非追求微利波段的交易过于注重具体买入点位，会得不偿失，会损失更多的机会和利润。</b></p><p>买入的具体点位不会是我交易的重点，我每天在盘后看看当天及之前的走势，凭借经验判断一个方向，找一个自以为合适的价格区，然后买入持有。我从来不会花很多精力去研究价格究竟会在几角几分止住，但却有很多股友强调，在他们的交易里具体买入点位是多么的重要。</p><p>如果精确的买点在你的交易中占据了很关键的位置，如果你不是以追求微利波段的操作，那么只能说明你根本不知道交易策略为何物，你甚至不理解行情走势是怎么产生的，更不知道你要操作的是什么。</p><p>华尔街有人曾经做过一个实验，拿出几张走势图，然后让几个小学生和几个做了几年交易的人选择后面的方向，结果小学生的胜率压倒性的高于那些做了几年交易的。</p><p>你之所以把精确买点看得那么重，无非就是这几个原因：</p><blockquote><b>1、你总是希望买在最低点位上，买进就有盈利，无法忍受价格的正常回调；</b></blockquote><blockquote><b>2、你认为止损就是灾难，所以你总是把止损设得很小。</b></blockquote><p>只是你忽略了，一个区域买进，高一点或低一点的重要性远远没买不到更重要。但是，<b>多少人因为在大概率的涨势面前，为了追求精确价格而错失机会。</b></p><p>这个世界上最白痴的人，就是那种自以为发现了别人不能发现的真相的人，我从来不奢望买在最低点、卖在最高点。很多人之所以在整体上无法实现资金的增加，其中一个关键就在于他无法承受浮盈的回撤，其实浮盈根本不是你的利润，也没有人希望利润回撤。因为回撤而损失一些利润，但也会因为回撤而把握到更大的利润，这是走势中不可或缺的一部分，我的交易中已经很习惯它了。</p><p><b>亏损额度是自己可以控制的，盈利则需要行情的支持。</b>我的买进或卖出不是自己的想当然，而是让实际走势决定买入还是卖出，任何时候我都不会让自己陷入被动，我也从来不会追求完美的交易。</p><p>无论你用任何规则作为交易模式，都要考虑一点，那就是<b>这种规则策略，放在一个比较长的周期内是不是能实现资金权益的增长</b>，而不是拿孤立的几个交易日或某次交易的偶然性，来作为你交易的依据！</p><p>我不会为特定的行情调整自己的交易规则，唯一的办法就是<b>坚守自己的规则，管它行情怎么走，守住自己的操作底线，保持交易规则的一致性</b>，并不是所有行情在你交易规则下都应该盈利，这点你必须理解、务必接受。</p><p>所谓一致性就是你在任何时候都按照自己的规则做：行情和外界对你毫无干扰，除非出现了规则内大幅度的亏损。事后诸葛的多说一句，一致性的定义就是只要你坚持自己的，不被别人和行情的一时迷惑所左右，市场就迟早会奖励的。</p><p>在我还不能做到“涨跌不惊，闲看盘前花开花落”的时候，一位交易做得很好的前辈曾告诉我，<b>在任何时候只要不让资金出现大幅回撤，同时在自己的节奏内保持盈利，即使是很慢，市场迟早会奖励你的。现在我深以为然，并且不知道这奖励不止一次。</b></p><p>即使最赚钱的交易策略也早就是公开的，烂大街的，<b>能抵御无时不在的诱惑而恪守自己的信仰，是赢家和输家的唯一区别</b>。</p><p>前后曾有不少朋友，告诉我各种困难，想要通过交易获取些利润。我把自己的交易策略全部告诉她，我在哪里买她也知道并也在那里买，我的交易对她是完全透明的，但是一段时间下来我们的交易结果却很不一样。因为她总是诱惑无处不在的行情里迷失自己，忍受不住波动，不是担心买不到而买早了，就是想更低价格而没买上，不是担心卖晚了而卖早了，就是抱太多幻想而卖晚了。</p><p>这就是交易，不要总以为赚钱的人有什么独门秘籍关着门数钱。这个市场存在了上百年，任何可行或不可行的盈利方法早就是被研究透的，你再也找不出任何哪怕一丁点前人没有探究到的东西，所以不要认为你有什么新发现，那更多时候是自我编织的陷阱。</p><p>如果我说股市风险比期市风险高，肯定有人说期市风险比股市风险高。如果我说股市风险没期市风险高，也肯定有人说期市风险比股市风险高。<b>波动来自于市场，但风险不是来自市场，而是来自你的交易，来自你对风险控制与否。</b></p><p>在风险再低的市场，不控制风险，风险都会无限放大。在风险再高的市场，懂得控制风险，风险都会大大降低。控制不了市场再控制不了自己的交易，没有比你手的风险更大了。</p><p>无论是策略还是计划，一旦执行就必须严格执行，因为只有场外制定策略的时候你才处于相对的客观，一旦置身场内你就失去了理性的判断，这个时候唯一的办法就是执行既定的策略。</p><p>每天都在行情里随机做出决定，那么你的所有以前付出的代价和交易沉淀的经验都无法帮助你，这个时候一个老手和刚入场的新手没任何区别，都是盲目和心存侥幸的。</p><p>让交易简单一些吧，影响行情的因素太多了。谁也不知道究竟哪个因素会发生作用。让自己的交易简单点，按照自己的方式去进行交易！</p><p><b>交易的哲学原理：市场的本质是什么？</b></p><p>市场本质之一就是非线性或随机性，这是绝对的属性，是全局的、恒久的、所有层面的，而线性或者规律性是局部的、暂时的、有限的层面的；</p><p>市场本质之二就是时间，没有时间的推移，就没有价格的波动，没有价格的波动也就无所谓市场。时间是价格运动的载体。</p><p><b>基于市场的以上本质，交易本质上是一个失败的游戏。</b></p><p><b>人性的本质是什么？</b></p><p><b>人性本质之一：</b>人性本身固有的弱点就是贪婪、恐惧、追求控制欲、追求完美、患得患失、目光短浅、懒惰、冲动、无节制等等弱点，交易者是个天生的失败者。</p><p><b>人性本质之二：</b>人性的固有弱点，可以经过训练在一定时间内、一定程度上弱化、隐藏这些弱点，让他们变得不重要，不至于影响交易，成功的交易者都是训练有素、养成好的思维习惯和行为习惯的人。但他们依然无法从根本上克服人性的弱点。如果彻底克服了，他们就不是人了。</p><p><b>人性本质之三：</b>一个坏习惯往往是一个舒服的习惯，自然就形成了；而一个好习惯往往是一个不太舒服的习惯，需要刻意的锻炼才能养成；好的东西容易被破坏，好的习惯随时间、背景、境遇的改变，也呈现出耗散结构；比如小学生做早操一板一眼，很认真，到了中学生，就开始有点变形、偷懒了，再到了大学生更是敷衍了事。</p><p><b>由于市场和人性的本质，推导出市场与交易员力量对比的悬殊性。</b></p><p><b>悬殊之一：</b>市场的资本是无限的，而交易者的资金及其有限，就好比和一个永远无法战胜的巨大打架，退出的方式只有两种，放弃或者被消灭。交易者只能在局部、暂时、某个层面上能够取得一定的优势；</p><p><b>悬殊之二：</b>市场的时间是无限的，而交易者的时间、精力和运气都是有限的，交易是一种运动，运动就有颠峰期，过了颠峰期，自然就走下坡路，无人例外。如果在过了颠峰之后，不限制交易头寸规模或者干脆功成身退，那么只有被市场消灭。</p><p><b>悬殊之三：</b>交易者无法一次性成功，但可以一次性失败。由于人性的贪婪和盲目自我膨胀，当取得一次巨大胜利之后，并不认为这是市场恩赐，而归结于自己的天才，于是无论赚了多少钱非但不会罢手，还是变本加厉。而一次满仓加上对市场偏见，就会带来灭顶之灾。<b>赢无法快，输可以是瞬间。</b></p><p><b>悬殊之四：</b>市场的本质是随机性，也就意味着，<b>市场在大部分时候都是适合亏钱的，而只有少数时间是适合赚钱的。</b>但交易人员希望大部分时间交易，而小部分时间休息。</p></body></html>","source":"lsy1584353588345","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n夜读 | 大师级的简单交易秘诀 \n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-11 21:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/vhhXN0WcFIFfNa2pmwbMbg><strong>红与绿</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>真正的交易者，只关心两件事：1、我买入后走势证明我对了怎么做；2、我买入后走势证明我错了又怎么做。未来的行情谁也无法精准预测，你唯一用到的东西就是规则——一致性的交易规则，它让你站在这场概率游戏的大数一侧。盈利不是靠你预测行情的胜率来获取的，而是依赖“你做错的时候你尽可能少亏，你做对的时候你尽可能多赚”，这就是实战家和分析师的最大差别。你买入的目的不是为了亏钱，而是为了获利且尽可能的获利更多：当...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/vhhXN0WcFIFfNa2pmwbMbg\">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/b72c7a49848a200043090f96ed32f108","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/vhhXN0WcFIFfNa2pmwbMbg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145842893","content_text":"真正的交易者，只关心两件事：1、我买入后走势证明我对了怎么做；2、我买入后走势证明我错了又怎么做。未来的行情谁也无法精准预测，你唯一用到的东西就是规则——一致性的交易规则，它让你站在这场概率游戏的大数一侧。盈利不是靠你预测行情的胜率来获取的，而是依赖“你做错的时候你尽可能少亏，你做对的时候你尽可能多赚”，这就是实战家和分析师的最大差别。你买入的目的不是为了亏钱，而是为了获利且尽可能的获利更多：当走势对你有利的时候，必须贪婪、让利润奔跑；当走势对你不利的时候，停止幻想、要截断亏损。什么时候大盘方向明朗？任何时候都不明朗！任何时候的行情都是拿自己的筹码赌出来的，尽管很多朋友从来不认为自己在赌，那也只是认为概率大算不上赌而已。事实上，谁也不知道明天会怎么走，交易就是下赌注，用确定的代价赌不确定的利润，只不过当致命的风险来临时远离；当风险可控的时候，未来值得一赌。我的交易大部分时候都是“计划我的交易，交易我的计划”：盘后去看走势按规则确定怎样做，交易时间做的就只是按规则去交易。如果要在交易时间中的波动里，考虑那些哪里买进或卖出问题，相信很多时候，我也会让自己不知所措。我从来就不认为买进的具体点位在交易中占据多大的作用，只有追求微利的买单才追求具体买入点位，非追求微利波段的交易过于注重具体买入点位，会得不偿失，会损失更多的机会和利润。买入的具体点位不会是我交易的重点，我每天在盘后看看当天及之前的走势，凭借经验判断一个方向，找一个自以为合适的价格区，然后买入持有。我从来不会花很多精力去研究价格究竟会在几角几分止住，但却有很多股友强调，在他们的交易里具体买入点位是多么的重要。如果精确的买点在你的交易中占据了很关键的位置，如果你不是以追求微利波段的操作，那么只能说明你根本不知道交易策略为何物，你甚至不理解行情走势是怎么产生的，更不知道你要操作的是什么。华尔街有人曾经做过一个实验，拿出几张走势图，然后让几个小学生和几个做了几年交易的人选择后面的方向，结果小学生的胜率压倒性的高于那些做了几年交易的。你之所以把精确买点看得那么重，无非就是这几个原因：1、你总是希望买在最低点位上，买进就有盈利，无法忍受价格的正常回调；2、你认为止损就是灾难，所以你总是把止损设得很小。只是你忽略了，一个区域买进，高一点或低一点的重要性远远没买不到更重要。但是，多少人因为在大概率的涨势面前，为了追求精确价格而错失机会。这个世界上最白痴的人，就是那种自以为发现了别人不能发现的真相的人，我从来不奢望买在最低点、卖在最高点。很多人之所以在整体上无法实现资金的增加，其中一个关键就在于他无法承受浮盈的回撤，其实浮盈根本不是你的利润，也没有人希望利润回撤。因为回撤而损失一些利润，但也会因为回撤而把握到更大的利润，这是走势中不可或缺的一部分，我的交易中已经很习惯它了。亏损额度是自己可以控制的，盈利则需要行情的支持。我的买进或卖出不是自己的想当然，而是让实际走势决定买入还是卖出，任何时候我都不会让自己陷入被动，我也从来不会追求完美的交易。无论你用任何规则作为交易模式，都要考虑一点，那就是这种规则策略，放在一个比较长的周期内是不是能实现资金权益的增长，而不是拿孤立的几个交易日或某次交易的偶然性，来作为你交易的依据！我不会为特定的行情调整自己的交易规则，唯一的办法就是坚守自己的规则，管它行情怎么走，守住自己的操作底线，保持交易规则的一致性，并不是所有行情在你交易规则下都应该盈利，这点你必须理解、务必接受。所谓一致性就是你在任何时候都按照自己的规则做：行情和外界对你毫无干扰，除非出现了规则内大幅度的亏损。事后诸葛的多说一句，一致性的定义就是只要你坚持自己的，不被别人和行情的一时迷惑所左右，市场就迟早会奖励的。在我还不能做到“涨跌不惊，闲看盘前花开花落”的时候，一位交易做得很好的前辈曾告诉我，在任何时候只要不让资金出现大幅回撤，同时在自己的节奏内保持盈利，即使是很慢，市场迟早会奖励你的。现在我深以为然，并且不知道这奖励不止一次。即使最赚钱的交易策略也早就是公开的，烂大街的，能抵御无时不在的诱惑而恪守自己的信仰，是赢家和输家的唯一区别。前后曾有不少朋友，告诉我各种困难，想要通过交易获取些利润。我把自己的交易策略全部告诉她，我在哪里买她也知道并也在那里买，我的交易对她是完全透明的，但是一段时间下来我们的交易结果却很不一样。因为她总是诱惑无处不在的行情里迷失自己，忍受不住波动，不是担心买不到而买早了，就是想更低价格而没买上，不是担心卖晚了而卖早了，就是抱太多幻想而卖晚了。这就是交易，不要总以为赚钱的人有什么独门秘籍关着门数钱。这个市场存在了上百年，任何可行或不可行的盈利方法早就是被研究透的，你再也找不出任何哪怕一丁点前人没有探究到的东西，所以不要认为你有什么新发现，那更多时候是自我编织的陷阱。如果我说股市风险比期市风险高，肯定有人说期市风险比股市风险高。如果我说股市风险没期市风险高，也肯定有人说期市风险比股市风险高。波动来自于市场，但风险不是来自市场，而是来自你的交易，来自你对风险控制与否。在风险再低的市场，不控制风险，风险都会无限放大。在风险再高的市场，懂得控制风险，风险都会大大降低。控制不了市场再控制不了自己的交易，没有比你手的风险更大了。无论是策略还是计划，一旦执行就必须严格执行，因为只有场外制定策略的时候你才处于相对的客观，一旦置身场内你就失去了理性的判断，这个时候唯一的办法就是执行既定的策略。每天都在行情里随机做出决定，那么你的所有以前付出的代价和交易沉淀的经验都无法帮助你，这个时候一个老手和刚入场的新手没任何区别，都是盲目和心存侥幸的。让交易简单一些吧，影响行情的因素太多了。谁也不知道究竟哪个因素会发生作用。让自己的交易简单点，按照自己的方式去进行交易！交易的哲学原理：市场的本质是什么？市场本质之一就是非线性或随机性，这是绝对的属性，是全局的、恒久的、所有层面的，而线性或者规律性是局部的、暂时的、有限的层面的；市场本质之二就是时间，没有时间的推移，就没有价格的波动，没有价格的波动也就无所谓市场。时间是价格运动的载体。基于市场的以上本质，交易本质上是一个失败的游戏。人性的本质是什么？人性本质之一：人性本身固有的弱点就是贪婪、恐惧、追求控制欲、追求完美、患得患失、目光短浅、懒惰、冲动、无节制等等弱点，交易者是个天生的失败者。人性本质之二：人性的固有弱点，可以经过训练在一定时间内、一定程度上弱化、隐藏这些弱点，让他们变得不重要，不至于影响交易，成功的交易者都是训练有素、养成好的思维习惯和行为习惯的人。但他们依然无法从根本上克服人性的弱点。如果彻底克服了，他们就不是人了。人性本质之三：一个坏习惯往往是一个舒服的习惯，自然就形成了；而一个好习惯往往是一个不太舒服的习惯，需要刻意的锻炼才能养成；好的东西容易被破坏，好的习惯随时间、背景、境遇的改变，也呈现出耗散结构；比如小学生做早操一板一眼，很认真，到了中学生，就开始有点变形、偷懒了，再到了大学生更是敷衍了事。由于市场和人性的本质，推导出市场与交易员力量对比的悬殊性。悬殊之一：市场的资本是无限的，而交易者的资金及其有限，就好比和一个永远无法战胜的巨大打架，退出的方式只有两种，放弃或者被消灭。交易者只能在局部、暂时、某个层面上能够取得一定的优势；悬殊之二：市场的时间是无限的，而交易者的时间、精力和运气都是有限的，交易是一种运动，运动就有颠峰期，过了颠峰期，自然就走下坡路，无人例外。如果在过了颠峰之后，不限制交易头寸规模或者干脆功成身退，那么只有被市场消灭。悬殊之三：交易者无法一次性成功，但可以一次性失败。由于人性的贪婪和盲目自我膨胀，当取得一次巨大胜利之后，并不认为这是市场恩赐，而归结于自己的天才，于是无论赚了多少钱非但不会罢手，还是变本加厉。而一次满仓加上对市场偏见，就会带来灭顶之灾。赢无法快，输可以是瞬间。悬殊之四：市场的本质是随机性，也就意味着，市场在大部分时候都是适合亏钱的，而只有少数时间是适合赚钱的。但交易人员希望大部分时间交易，而小部分时间休息。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":7111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947741733,"gmtCreate":1597427459922,"gmtModify":1704215882587,"author":{"id":"3468814734547554","authorId":"3468814734547554","name":"Sige 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😭真狠啊，这些钱我能找多少小姐姐[财迷]","images":[{"img":"https://static.tigerbbs.com/39b36a06af33b105bc17e235811a5d93","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/947741733","isVote":1,"tweetType":1,"viewCount":6437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":908535064,"gmtCreate":1558362240558,"gmtModify":1704696327014,"author":{"id":"3468814734547554","authorId":"3468814734547554","name":"Sige heil","avatar":"https://static.tigerbbs.com/62c6cab60c1c4a1564347905ed91acb4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468814734547554","idStr":"3468814734547554"},"themes":[],"title":"","htmlText":"$道琼斯(.DJI)$ 完了明天A股一个撇想跑","listText":"$道琼斯(.DJI)$ 完了明天A股一个撇想跑","text":"$道琼斯(.DJI)$ 完了明天A股一个撇想跑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/908535064","isVote":1,"tweetType":1,"viewCount":5193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444762,"gmtCreate":1553620650968,"gmtModify":1704795080941,"author":{"id":"3468814734547554","authorId":"3468814734547554","name":"Sige heil","avatar":"https://static.tigerbbs.com/62c6cab60c1c4a1564347905ed91acb4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468814734547554","idStr":"3468814734547554"},"themes":[],"title":"","htmlText":"$Helios and Matheson Analytics(HMNY)$ 说我没交易权限 啥意思 那个大神指教下","listText":"$Helios and Matheson Analytics(HMNY)$ 说我没交易权限 啥意思 那个大神指教下","text":"$Helios and Matheson Analytics(HMNY)$ 说我没交易权限 啥意思 那个大神指教下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/444762","isVote":1,"tweetType":1,"viewCount":10321,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3476416435391713","authorId":"3476416435391713","name":"lilac3001","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3476416435391713","idStr":"3476416435391713"},"content":"已经进入了pink市场，类试国内的三板市场，你得进入盈透证券去交易。具体问一下客服吧","text":"已经进入了pink市场，类试国内的三板市场，你得进入盈透证券去交易。具体问一下客服吧","html":"已经进入了pink市场，类试国内的三板市场，你得进入盈透证券去交易。具体问一下客服吧"},{"author":{"id":"3468814734547554","authorId":"3468814734547554","name":"Sige heil","avatar":"https://static.tigerbbs.com/62c6cab60c1c4a1564347905ed91acb4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3468814734547554","idStr":"3468814734547554"},"content":"我靠 这不完了吗我的两万块钱啊😭","text":"我靠 这不完了吗我的两万块钱啊😭","html":"我靠 这不完了吗我的两万块钱啊😭"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":622961392,"gmtCreate":1675136388816,"gmtModify":1675137281097,"author":{"id":"3468814734547554","authorId":"3468814734547554","name":"Sige heil","avatar":"https://static.tigerbbs.com/62c6cab60c1c4a1564347905ed91acb4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468814734547554","idStr":"3468814734547554"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HMNY\">$Helios and Matheson Analytics Inc.(HMNY)$&nbsp;</a>暴涨了啊。呼呼呼","listText":"<a href=\"https://laohu8.com/S/HMNY\">$Helios and Matheson Analytics Inc.(HMNY)$&nbsp;</a>暴涨了啊。呼呼呼","text":"$Helios and Matheson Analytics Inc.(HMNY)$ 暴涨了啊。呼呼呼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/622961392","isVote":1,"tweetType":1,"viewCount":14293,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479746486493840","authorId":"3479746486493840","name":"MoneyGod小熹姐","avatar":"https://static.tigerbbs.com/e068fcea8ec8ad6489d299511f4ac2ad","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479746486493840","idStr":"3479746486493840"},"content":"是的，但是还不够呀","text":"是的，但是还不够呀","html":"是的，但是还不够呀"},{"author":{"id":"3484989717943416","authorId":"3484989717943416","name":"666的表哥","avatar":"https://static.tigerbbs.com/b151e0eab6509a2e6302e96863bcf09e","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3484989717943416","idStr":"3484989717943416"},"content":"死人放屁，有缓","text":"死人放屁，有缓","html":"死人放屁，有缓"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444762,"gmtCreate":1553620650968,"gmtModify":1704795080941,"author":{"id":"3468814734547554","authorId":"3468814734547554","name":"Sige 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那个大神指教下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/444762","isVote":1,"tweetType":1,"viewCount":10321,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3476416435391713","authorId":"3476416435391713","name":"lilac3001","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3476416435391713","idStr":"3476416435391713"},"content":"已经进入了pink市场，类试国内的三板市场，你得进入盈透证券去交易。具体问一下客服吧","text":"已经进入了pink市场，类试国内的三板市场，你得进入盈透证券去交易。具体问一下客服吧","html":"已经进入了pink市场，类试国内的三板市场，你得进入盈透证券去交易。具体问一下客服吧"},{"author":{"id":"3468814734547554","authorId":"3468814734547554","name":"Sige heil","avatar":"https://static.tigerbbs.com/62c6cab60c1c4a1564347905ed91acb4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3468814734547554","idStr":"3468814734547554"},"content":"我靠 这不完了吗我的两万块钱啊😭","text":"我靠 这不完了吗我的两万块钱啊😭","html":"我靠 这不完了吗我的两万块钱啊😭"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":681682433,"gmtCreate":1656945380126,"gmtModify":1704866086576,"author":{"id":"3468814734547554","authorId":"3468814734547554","name":"Sige heil","avatar":"https://static.tigerbbs.com/62c6cab60c1c4a1564347905ed91acb4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468814734547554","idStr":"3468814734547554"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HMNY\">$Helios and Matheson Analytics Inc.(HMNY)$</a>这是怎么了 啥意思了这是","listText":"<a href=\"https://laohu8.com/S/HMNY\">$Helios and Matheson Analytics Inc.(HMNY)$</a>这是怎么了 啥意思了这是","text":"$Helios and Matheson Analytics Inc.(HMNY)$这是怎么了 啥意思了这是","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/681682433","isVote":1,"tweetType":1,"viewCount":9155,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3433314440446535","authorId":"3433314440446535","name":"Leegz","avatar":"https://static.tigerbbs.com/2e054f8e24f0f53c96c14cd5c2d2561f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3433314440446535","idStr":"3433314440446535"},"content":"等等吧，希望有好消息","text":"等等吧，希望有好消息","html":"等等吧，希望有好消息"},{"author":{"id":"3462966250360103","authorId":"3462966250360103","name":"我的星辰大海","avatar":"https://static.laohu8.com/f9f0503ffdc9fb792a840936ac0ae3cd","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3462966250360103","idStr":"3462966250360103"},"content":"官网都变赌博网站了","text":"官网都变赌博网站了","html":"官网都变赌博网站了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618441217,"gmtCreate":1651158029546,"gmtModify":1651158090404,"author":{"id":"3468814734547554","authorId":"3468814734547554","name":"Sige 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还和ai扯上关系了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603785333765448","repostId":"1112198047","repostType":2,"repost":{"id":"1112198047","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":1788445436,"share":"https://www.laohunote.com/m/news/1112198047?lang=zh_CN&edition=full","pubTime":"2026-09-03 22:23","market":"us","language":"zh","title":"Palantir大升逾9%，普华永道与其扩大合作联盟，推动AI规模化应用、变革并购，并实现ERP系统现代化","url":"https://stock-news.laohu8.com/highlight/detail?id=1112198047","media":"老虎资讯综合","summary":"消息面上，普华永道与Palantir扩大合作联盟，推动AI规模化应用、变革并购，并实现ERP系统现代化，助力企业实现更智能化运营美国普华永道与Palantir Technologies扩大了双方的战略联盟，旨在帮助企业利用人工智能和数据，推动关键业务运营转型。此次合作将Palantir的AI技术能力与普华永道在商业运营和行业领域的专业知识相结合，旨在改善企业决策能力、提升运营效率，并降低复杂业务转型过程中的风险。","content":"<html><head></head><body><p style=\"text-align: left;\">Palantir 大升逾 9%。消息面上，普华永道与Palantir扩大合作联盟，推动AI规模化应用、变革并购，并实现ERP系统现代化，助力企业实现更智能化运营</p><p style=\"text-align: left;\">美国普华永道（PwC US）与Palantir Technologies扩大了双方的战略联盟，旨在帮助企业利用<strong>人工智能（AI）和数据</strong>，推动关键业务运营转型。</p><p style=\"text-align: left;\">此次合作重点聚焦于三个方面：</p><ul><li><p style=\"text-align: left;\"><strong>推动企业AI规模化应用</strong>；</p></li><li><p style=\"text-align: left;\">借助<strong>原生AI并购交易平台（AI-native deals platform）</strong>，加速企业并购活动；</p></li><li><p style=\"text-align: left;\">通过<strong>AI驱动的数据转型</strong>，推动企业资源规划（ERP）系统现代化升级。</p></li></ul><p style=\"text-align: left;\">此次合作将Palantir的<strong>AI技术能力</strong>与普华永道在<strong>商业运营和行业领域的专业知识</strong>相结合，旨在改善企业决策能力、提升运营效率，并降低复杂业务转型过程中的风险。</p><p style=\"text-align: left;\">此次扩大的战略联盟旨在将AI更深入地<strong>嵌入企业工作流程</strong>，从而在不同行业中创造<strong>可衡量的商业价值</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>Palantir大升逾9%，普华永道与其扩大合作联盟，推动AI规模化应用、变革并购，并实现ERP系统现代化</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{ 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}\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\">\nPalantir大升逾9%，普华永道与其扩大合作联盟，推动AI规模化应用、变革并购，并实现ERP系统现代化\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\">2026-09-03 22:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Palantir 大升逾 9%。消息面上，普华永道与Palantir扩大合作联盟，推动AI规模化应用、变革并购，并实现ERP系统现代化，助力企业实现更智能化运营</p><p style=\"text-align: left;\">美国普华永道（PwC US）与Palantir Technologies扩大了双方的战略联盟，旨在帮助企业利用<strong>人工智能（AI）和数据</strong>，推动关键业务运营转型。</p><p style=\"text-align: left;\">此次合作重点聚焦于三个方面：</p><ul><li><p style=\"text-align: left;\"><strong>推动企业AI规模化应用</strong>；</p></li><li><p style=\"text-align: left;\">借助<strong>原生AI并购交易平台（AI-native deals platform）</strong>，加速企业并购活动；</p></li><li><p style=\"text-align: left;\">通过<strong>AI驱动的数据转型</strong>，推动企业资源规划（ERP）系统现代化升级。</p></li></ul><p style=\"text-align: left;\">此次合作将Palantir的<strong>AI技术能力</strong>与普华永道在<strong>商业运营和行业领域的专业知识</strong>相结合，旨在改善企业决策能力、提升运营效率，并降低复杂业务转型过程中的风险。</p><p style=\"text-align: left;\">此次扩大的战略联盟旨在将AI更深入地<strong>嵌入企业工作流程</strong>，从而在不同行业中创造<strong>可衡量的商业价值</strong>。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/297566cc132b78425c2a3b13c1004c5c","relate_stocks":{"PLTY":"PLTR期权收益策略ETF-YieldMax","PLTI":"REX PLTR Growth & Income ETF","PLTG":"2倍做多PLTR ETF-Leverage Shares","PLTU":"2倍做多PLTR ETF-Direxion","PLTA":"ProShares Ultra PLTR ETF","PLTZ":"2倍做空PLTR ETF-Defiance","PTIR":"2倍做多PLTR ETF-GraniteShares","PLTL":"2倍做多PLTR ETF-Corgi","PLYY":"GraniteShares YieldBOOST PLTR ETF","PLTD":"1倍做空PLTR ETF-Direxion","PLTW":"PLTR周配息ETF-Roundhill","PLTR":"Palantir Technologies Inc.","PLOO":"2倍上限加速PLTR ETF-Leverage Shares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112198047","content_text":"Palantir 大升逾 9%。消息面上，普华永道与Palantir扩大合作联盟，推动AI规模化应用、变革并购，并实现ERP系统现代化，助力企业实现更智能化运营美国普华永道（PwC US）与Palantir Technologies扩大了双方的战略联盟，旨在帮助企业利用人工智能（AI）和数据，推动关键业务运营转型。此次合作重点聚焦于三个方面：推动企业AI规模化应用；借助原生AI并购交易平台（AI-native deals platform），加速企业并购活动；通过AI驱动的数据转型，推动企业资源规划（ERP）系统现代化升级。此次合作将Palantir的AI技术能力与普华永道在商业运营和行业领域的专业知识相结合，旨在改善企业决策能力、提升运营效率，并降低复杂业务转型过程中的风险。此次扩大的战略联盟旨在将AI更深入地嵌入企业工作流程，从而在不同行业中创造可衡量的商业价值。","news_type":1,"symbols_score_info":{"PLTU":0.6,"PLTI":0.6,"PLTA":0.6,"PLTZ":0.6,"PLTY":0.6,"PTIR":0.6,"PLOO":0.6,"PLTW":0.6,"PLTD":0.6,"PLTL":0.6,"PLYY":0.6,"PLTR":2,"PLTG":0.6}},"isVote":1,"tweetType":1,"viewCount":743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":569602809668296,"gmtCreate":1780067395611,"gmtModify":1780070591566,"author":{"id":"3468814734547554","authorId":"3468814734547554","name":"Sige heil","avatar":"https://static.tigerbbs.com/62c6cab60c1c4a1564347905ed91acb4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468814734547554","idStr":"3468814734547554"},"themes":[],"title":"","htmlText":"还是老美赢了啊这次 😄比大鹅是强了不少 。俄乌战争4年多了 都没人关注了。","listText":"还是老美赢了啊这次 😄比大鹅是强了不少 。俄乌战争4年多了 都没人关注了。","text":"还是老美赢了啊这次 😄比大鹅是强了不少 。俄乌战争4年多了 都没人关注了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569602809668296","repostId":"1120617180","repostType":2,"repost":{"id":"1120617180","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":1780066599,"share":"https://www.laohunote.com/m/news/1120617180?lang=zh_CN&edition=full","pubTime":"2026-05-29 22:56","market":"us","language":"zh","title":"特朗普就结束伊朗战事提出条件","url":"https://stock-news.laohu8.com/highlight/detail?id=1120617180","media":"老虎资讯综合","summary":"5 月 29 日，特朗普发文表示：伊朗必须承诺永远不研发、拥有核武器及核弹。霍尔木兹海峡须立即全面开放，双向航运完全通行无阻、不得收取任何通行费。我方已动用先进扫雷艇，通过引爆方式销毁了大量水雷；剩余水雷数量已然不多，伊朗须立即完成全部剩余水雷的清除或引爆工作。经各方商定，美方将联合伊朗伊斯兰共和国以及国际原子能机构，共同开挖这批深埋的核材料并予以彻底销毁。其余次要事项均已达成共识。","content":"<html><head></head><body><p style=\"text-align: left;\">5月29日，<span>美国总统特朗普29日说，伊朗必须同意永远不拥有核武器。霍尔木兹海峡必须立即开放，双向通行无阻，不收取任何通行费。所有水雷必须予以清除。 (新华社)</span></p><p style=\"text-align: left;\"><strong>特朗普称将就伊朗问题作出“最终决定” 美国记者解读称特朗普暗示批准协议</strong></p><p style=\"text-align: left;\">特朗普发文表示：伊朗必须承诺永远不研发、拥有核武器及核弹。霍尔木兹海峡须立即全面开放，双向航运完全通行无阻、不得收取任何通行费。</p><p style=\"text-align: left;\">海峡内若存有水雷（爆炸装置），须全部清除。我方已动用先进扫雷艇，通过引爆方式销毁了大量水雷；剩余水雷数量已然不多，伊朗须立即完成全部剩余水雷的清除或引爆工作。</p><p style=\"text-align: left;\">此前因我方实施规模空前的海上封锁而滞留海峡的船只，如今封锁正式解除，各船即可启程返航！11 个月前，我方 B-2 隐形轰炸机发动强力打击，致使山体近乎坍塌，高浓缩核材料（也被称作 “核废料”）被深埋于地下。</p><p style=\"text-align: left;\">经各方商定，美方将联合伊朗伊斯兰共和国以及国际原子能机构，共同开挖这批深埋的核材料并予以彻底销毁。在另行通知前，各方暂不进行资金往来。其余次要事项均已达成共识。我即刻前往战情室作出最终裁定。感谢各方对此事的关注！</p><p class=\"t-img-caption\"><img alt=\"\" src=\"https://static.tigerbbs.com/4c67ecca4c5615c95b24a5dde5bcd49c\" data-align=\"center\" tg-width=\"849\" tg-height=\"582\"/><span></span></p><p style=\"text-align: left;\"><br/></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>特朗普就结束伊朗战事提出条件</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; 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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特朗普就结束伊朗战事提出条件\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\">2026-05-29 22:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">5月29日，<span>美国总统特朗普29日说，伊朗必须同意永远不拥有核武器。霍尔木兹海峡必须立即开放，双向通行无阻，不收取任何通行费。所有水雷必须予以清除。 (新华社)</span></p><p style=\"text-align: left;\"><strong>特朗普称将就伊朗问题作出“最终决定” 美国记者解读称特朗普暗示批准协议</strong></p><p style=\"text-align: left;\">特朗普发文表示：伊朗必须承诺永远不研发、拥有核武器及核弹。霍尔木兹海峡须立即全面开放，双向航运完全通行无阻、不得收取任何通行费。</p><p style=\"text-align: left;\">海峡内若存有水雷（爆炸装置），须全部清除。我方已动用先进扫雷艇，通过引爆方式销毁了大量水雷；剩余水雷数量已然不多，伊朗须立即完成全部剩余水雷的清除或引爆工作。</p><p style=\"text-align: left;\">此前因我方实施规模空前的海上封锁而滞留海峡的船只，如今封锁正式解除，各船即可启程返航！11 个月前，我方 B-2 隐形轰炸机发动强力打击，致使山体近乎坍塌，高浓缩核材料（也被称作 “核废料”）被深埋于地下。</p><p style=\"text-align: left;\">经各方商定，美方将联合伊朗伊斯兰共和国以及国际原子能机构，共同开挖这批深埋的核材料并予以彻底销毁。在另行通知前，各方暂不进行资金往来。其余次要事项均已达成共识。我即刻前往战情室作出最终裁定。感谢各方对此事的关注！</p><p class=\"t-img-caption\"><img alt=\"\" src=\"https://static.tigerbbs.com/4c67ecca4c5615c95b24a5dde5bcd49c\" data-align=\"center\" tg-width=\"849\" tg-height=\"582\"/><span></span></p><p style=\"text-align: left;\"><br/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b3032f15e08c66baff3c1d3ef1558b88","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120617180","content_text":"5月29日，美国总统特朗普29日说，伊朗必须同意永远不拥有核武器。霍尔木兹海峡必须立即开放，双向通行无阻，不收取任何通行费。所有水雷必须予以清除。 (新华社)特朗普称将就伊朗问题作出“最终决定” 美国记者解读称特朗普暗示批准协议特朗普发文表示：伊朗必须承诺永远不研发、拥有核武器及核弹。霍尔木兹海峡须立即全面开放，双向航运完全通行无阻、不得收取任何通行费。海峡内若存有水雷（爆炸装置），须全部清除。我方已动用先进扫雷艇，通过引爆方式销毁了大量水雷；剩余水雷数量已然不多，伊朗须立即完成全部剩余水雷的清除或引爆工作。此前因我方实施规模空前的海上封锁而滞留海峡的船只，如今封锁正式解除，各船即可启程返航！11 个月前，我方 B-2 隐形轰炸机发动强力打击，致使山体近乎坍塌，高浓缩核材料（也被称作 “核废料”）被深埋于地下。经各方商定，美方将联合伊朗伊斯兰共和国以及国际原子能机构，共同开挖这批深埋的核材料并予以彻底销毁。在另行通知前，各方暂不进行资金往来。其余次要事项均已达成共识。我即刻前往战情室作出最终裁定。感谢各方对此事的关注！","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568251377129024,"gmtCreate":1779754529574,"gmtModify":1779759709673,"author":{"id":"3468814734547554","authorId":"3468814734547554","name":"Sige heil","avatar":"https://static.tigerbbs.com/62c6cab60c1c4a1564347905ed91acb4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468814734547554","idStr":"3468814734547554"},"themes":[],"title":"","htmlText":"这是和谈了吗？ [财迷]&nbsp;&nbsp;","listText":"这是和谈了吗？ [财迷]&nbsp;&nbsp;","text":"这是和谈了吗？ [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568251377129024","repostId":"1171854393","repostType":2,"repost":{"id":"1171854393","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":1779752113,"share":"https://www.laohunote.com/m/news/1171854393?lang=zh_CN&edition=full","pubTime":"2026-05-26 07:35","market":"fut","language":"zh","title":"美军：在伊朗南部实施自卫打击，并不表示停火已经结束","url":"https://stock-news.laohu8.com/highlight/detail?id=1171854393","media":"老虎资讯综合","summary":"旨在保护美方部队免受伊朗军队构成的威胁。","content":"<html><head></head><body><p>据央视新闻，美国中央司令部发言人蒂姆·霍金斯上尉表示，美军25日在伊朗南部实施了自卫打击，“旨在保护美方部队免受伊朗军队构成的威胁。”美国中央司令部发言人称，打击目标包括导弹发射阵地以及试图布设水雷的伊朗船只，“美国中央司令部继续捍卫美方部队，同时在当前停火期间保持克制。”</p><p>据福克斯新闻报道，一位美国高级官员透露关于美军打击伊朗目标的更多细节称，两艘伊朗船只被发现在霍尔木兹海峡布设水雷。美军消灭了这两艘伊斯兰革命卫队船只，还打击了阿巴斯港一个瞄准美军战机的地对空导弹阵地。“这些是防御性打击。”<strong>据两位消息人士称，这并不表示停火已经结束。</strong></p><p>根据伊朗官方学生新闻社的报道，至少有三人在美国对两艘伊朗船只的攻击中遇难。</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>美军：在伊朗南部实施自卫打击，并不表示停火已经结束</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美军：在伊朗南部实施自卫打击，并不表示停火已经结束\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\">2026-05-26 07:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据央视新闻，美国中央司令部发言人蒂姆·霍金斯上尉表示，美军25日在伊朗南部实施了自卫打击，“旨在保护美方部队免受伊朗军队构成的威胁。”美国中央司令部发言人称，打击目标包括导弹发射阵地以及试图布设水雷的伊朗船只，“美国中央司令部继续捍卫美方部队，同时在当前停火期间保持克制。”</p><p>据福克斯新闻报道，一位美国高级官员透露关于美军打击伊朗目标的更多细节称，两艘伊朗船只被发现在霍尔木兹海峡布设水雷。美军消灭了这两艘伊斯兰革命卫队船只，还打击了阿巴斯港一个瞄准美军战机的地对空导弹阵地。“这些是防御性打击。”<strong>据两位消息人士称，这并不表示停火已经结束。</strong></p><p>根据伊朗官方学生新闻社的报道，至少有三人在美国对两艘伊朗船只的攻击中遇难。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ba8c2b06527490d29787af02622bdc9f","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171854393","content_text":"据央视新闻，美国中央司令部发言人蒂姆·霍金斯上尉表示，美军25日在伊朗南部实施了自卫打击，“旨在保护美方部队免受伊朗军队构成的威胁。”美国中央司令部发言人称，打击目标包括导弹发射阵地以及试图布设水雷的伊朗船只，“美国中央司令部继续捍卫美方部队，同时在当前停火期间保持克制。”据福克斯新闻报道，一位美国高级官员透露关于美军打击伊朗目标的更多细节称，两艘伊朗船只被发现在霍尔木兹海峡布设水雷。美军消灭了这两艘伊斯兰革命卫队船只，还打击了阿巴斯港一个瞄准美军战机的地对空导弹阵地。“这些是防御性打击。”据两位消息人士称，这并不表示停火已经结束。根据伊朗官方学生新闻社的报道，至少有三人在美国对两艘伊朗船只的攻击中遇难。","news_type":1,"symbols_score_info":{"BZmain":2,"CLmain":2}},"isVote":1,"tweetType":1,"viewCount":1180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563461873026096,"gmtCreate":1778598252532,"gmtModify":1778599208007,"author":{"id":"3468814734547554","authorId":"3468814734547554","name":"Sige heil","avatar":"https://static.tigerbbs.com/62c6cab60c1c4a1564347905ed91acb4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468814734547554","idStr":"3468814734547554"},"themes":[],"title":"","htmlText":"哈哈😄","listText":"哈哈😄","text":"哈哈😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563461873026096","repostId":"2634799210","repostType":2,"repost":{"id":"2634799210","kind":"live","pubTimestamp":1778596114,"share":"https://www.laohunote.com/m/news/2634799210?lang=zh_CN&edition=full","pubTime":"2026-05-12 22:28","market":"us","language":"zh","title":"半导体股回调，高通大跌超10%，韩国传利空，大空头发警告","url":"https://stock-news.laohu8.com/highlight/detail?id=2634799210","media":"格隆汇","summary":"美股半导体股普遍回调。","content":"<html><head></head><body><p>周二，美股半导体股普遍回调， <a href=\"https://laohu8.com/S/SOX\">费城半导体指数</a> 跌超4%， <a href=\"https://laohu8.com/S/SOXS\">三倍做空半导体ETF-Direxion Daily</a> 则涨超13%。个股方面， <a href=\"https://laohu8.com/S/QCOM\">高通</a> 大跌超10%， <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 跌超8%， <a href=\"https://laohu8.com/S/ON\">安森美半导体</a> 跌超6%， <a href=\"https://laohu8.com/S/TSM\">台积电</a> 、 <a href=\"https://laohu8.com/S/ASML\">阿斯麦</a> 、AMD跌超3%， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 由涨转跌。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba2bb2229f886f065d7c320f105c05b0\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d2b1c33e4c57857097994fda81e4ab1\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>消息面上，韩国总统府政策首席秘书金龙范在社交媒体发文，建议韩国政府向AI利润征税，并将所得分配给全体公民作为股息。此番言论引发市场对芯片制造商可能面临额外税负的担忧。</p><p>此外，知名投资人，“大空头”Michael Burry警告称，当前市场情形类似于互联网泡沫破裂前的高点，芯片股近期大幅上涨，自3月底以来，费城半导体指数已涨近70%。按其测算，纳斯达克100指数目前市盈率约为43倍，远高于约30倍的“合理水平”，因为“华尔街对增长最快、估值最高公司的盈利高估了50%”。</p></body></html>","source":"live_gelonghui","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>半导体股回调，高通大跌超10%，韩国传利空，大空头发警告</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{ 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{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半导体股回调，高通大跌超10%，韩国传利空，大空头发警告\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-12 22:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周二，美股半导体股普遍回调， 费城半导体指数 跌超4%， 三倍做空半导体ETF-Direxion Daily 则涨超13%。个股方面， 高通 大跌超10%， 英特尔 跌超8%， 安森美半导体 跌超6%， 台积电 、 阿斯麦 、AMD跌超3%， 英伟达 由涨转跌。消息面上，韩国总统府政策首席秘书金龙范在社交媒体发文，建议韩国政府向AI利润征税，并将所得分配给全体公民作为股息。此番言论引发市场对芯片...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">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/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"AMDL":"2倍做多AMD ETF-GraniteShares","ANV":"GraniteShares Autocallable NVDA ETF","NVDY":"NVDA期权收益策略ETF-YieldMax","TSMG":"2倍做多TSM ETF- Leverage Shares","NVD":"2倍做空NVDA ETF-GraniteShares","MUD":"1倍做空MU ETF-Direxion","AMD":"美国超微公司","DAMD":"2倍做空AMD ETF-Defiance","NVYY":"GraniteShares YieldBOOST NVDA ETF","STSM":"Defiance Daily Target 2X Short TSM ETF","NVDB":"ProShares Ultra NVDA 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Burry警告称，当前市场情形类似于互联网泡沫破裂前的高点，芯片股近期大幅上涨，自3月底以来，费城半导体指数已涨近70%。按其测算，纳斯达克100指数目前市盈率约为43倍，远高于约30倍的“合理水平”，因为“华尔街对增长最快、估值最高公司的盈利高估了50%”。","news_type":1,"symbols_score_info":{"AMYY":0.6,"TSMY":0.6,"AMDL":0.6,"INTW":0.6,"AMDU":0.6,"MUU":0.6,"NVDX":0.6,"AMDY":0.6,"NVDL":0.6,"LINT":0.6,"NVDD":0.6,"ON":2,"NVD":0.6,"NVDS":0.6,"QCML":0.6,"NVDU":0.6,"TSMU":0.6,"TSMG":0.6,"QCOM":2,"NVDY":0.6,"AMDG":0.6,"MULL":0.6,"AMDD":0.6,"TSM":2,"MUD":0.6,"NVYY":0.6,"ANV":0.6,"AMUU":0.6,"NVDB":0.6,"NVII":0.6,"AMD":2,"TSMX":0.6,"DAMD":0.6,"NVDO":0.6,"TSMZ":0.6,"INTC":2,"AMDW":0.6,"QCMD":0.6,"DIPS":0.6,"NVDW":0.6,"SOX":2,"STSM":0.6,"NVDG":0.6,"NVDQ":0.6,"NVDA":2,"MU":2,"QCMU":0.6}},"isVote":1,"tweetType":1,"viewCount":1463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551304571413592,"gmtCreate":1775617679717,"gmtModify":1775618066702,"author":{"id":"3468814734547554","authorId":"3468814734547554","name":"Sige heil","avatar":"https://static.tigerbbs.com/62c6cab60c1c4a1564347905ed91acb4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468814734547554","idStr":"3468814734547554"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551304571413592","repostId":"2625995795","repostType":2,"repost":{"id":"2625995795","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":1775616305,"share":"https://www.laohunote.com/m/news/2625995795?lang=zh_CN&edition=full","pubTime":"2026-04-08 10:45","market":"us","language":"zh","title":"特朗普交易手册：现在已经进入第九步","url":"https://stock-news.laohu8.com/highlight/detail?id=2625995795","media":"华尔街见闻","summary":"美伊两周停火协议落地，独立宏观机构The Kobeissi Letter的\"冲突剧本\"第九步正式兑现，即协议达成与叙事框架的构建。特朗普框架内的每一场重大对抗，最终都以\"极限施压换取让步\"的叙事收场，这一步比该机构预期晚10天。更关键的是第十步：协议宣布后的市场暴力重定价或在数周内到来。","content":"<html><head></head><body><blockquote><p>美伊两周停火协议落地，独立宏观机构The Kobeissi Letter的&#34;冲突剧本&#34;第九步正式兑现，即协议达成与叙事框架的构建。特朗普框架内的每一场重大对抗，最终都以&#34;极限施压换取让步&#34;的叙事收场，这一步比该机构预期晚10天。更关键的是第十步：协议宣布后的市场暴力重定价或在数周内到来。</p></blockquote><p style=\"text-align: justify;\">美伊停火协议的达成，正在按照一套被反复验证的剧本精准演进。</p><p style=\"text-align: justify;\">美国独立宏观研究机构The Kobeissi Letter最新表示，<strong>随着特朗普宣布美国、伊朗与以色列之间达成两周停火协议，其所追踪的&#34;冲突剧本&#34;第九步已正式到来，</strong>即协议达成与叙事框架的构建，这一到来较该机构此前预期晚约10天。</p><p style=\"text-align: justify;\">The Kobeissi Letter表示，按照特朗普交易手册来看，特朗普框架内的每一场重大对抗，最终都以&#34;极限施压换取让步&#34;的叙事收场。</p><p style=\"text-align: justify;\">这一进展对市场的潜在影响不容忽视。The Kobeissi Letter指出，<strong>第十步——即协议正式宣布后的市场暴力重定价——将在未来数周内到来。</strong>届时，长期处于防御性仓位的投资者将面临仓位被迫快速平仓的压力，股市或出现急涨，油价则可能随航运通道重开预期的确立而急速回落。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c814579208d4210846089fecc334bdd\" tg-width=\"628\" tg-height=\"700\"/></p><h2 id=\"id_1353752192\">停火与关税暂停：同一套逻辑</h2><p style=\"text-align: justify;\">据央视新闻，据伊朗方面当地时间8日凌晨消息，巴基斯坦总理夏巴兹·谢里夫已邀请伊朗和美国代表团前往巴首都伊斯兰堡开展谈判。夏巴兹·谢里夫还表示，伊美双方停火将于伊朗时间8日凌晨3时30分（北京时间8日8时）生效。特朗普表示，这一停火窗口将被用于&#34;最终确定并促成&#34;各方之间持久和平协议的签署。</p><p style=\"text-align: justify;\">The Kobeissi Letter将此次美伊两周停火与特朗普2025年4月宣布的&#34;90天关税暂停&#34;相提并论，认为两者在性质上高度相似。</p><p style=\"text-align: justify;\"><strong>2025年4月9日，在债券市场剧烈动荡的背景下，特朗普宣布暂停对多数贸易伙伴加征关税90天。此后数周内，美中贸易协议随即落地，市场未再回测此前低点。</strong>The Kobeissi Letter指出，此次停火公告与上述关税暂停的时间节点几乎相差整整一年。</p><p style=\"text-align: justify;\">该机构认为，这一模式并非偶然。特朗普自2025年1月就职以来，在关税战、委内瑞拉、格陵兰岛谈判及伊朗问题上，均遵循着高度一致的谈判逻辑：口头施压、极限施压换取让步，最终以&#34;交易&#34;收尾。</p><h2 id=\"id_2325783551\">第九步：协议叙事的构建</h2><p style=\"text-align: justify;\">按照The Kobeissi Letter梳理的10步“冲突剧本”，第九步的核心是协议达成与叙事框架的构建。</p><p style=\"text-align: justify;\">该机构指出，特朗普框架内的每一场重大对抗，最终都以&#34;极限施压换取让步&#34;的叙事收场。无论是对、欧盟、印度的贸易协议，还是英特尔、稀土领域的企业谈判，抑或是2025年特朗普促成终结的多场冲突，这一模式均得到印证。</p><p style=\"text-align: justify;\">在伊朗问题上，The Kobeissi Letter认为，若伊朗政府未能垮台，最终协议可能涉及与核问题挂钩的停火安排、附带执行机制的地区安全框架，或以合规基准为条件的制裁调整方案。该机构强调，&#34;具体架构的重要性，远不及时机与叙事框架。&#34;</p><h2 id=\"id_1349436332\">第十步：等待暴力重定价</h2><p style=\"text-align: justify;\">The Kobeissi Letter警示投资者，协议宣布后的市场重定价往往是突然而非渐进的。</p><p style=\"text-align: justify;\">原因在于，当前市场参与者普遍处于防御性仓位——能源敞口偏高、股票风险已被压缩、波动率因隐性不确定性而居高不下。一旦不确定性骤然消散，这些仓位将迅速平仓，形成集中性的市场冲击。</p><p style=\"text-align: justify;\">该机构援引2025年4月、8月、10月及2026年1月的历史案例指出，每次关税暂停或框架协议公布后，股市均出现大幅急涨，油价则随着航运通道重开预期的确立而急速回落。The Kobeissi Letter总结称：<strong>&#34;模式识别在这个市场中具有极高的盈利价值。&#34;</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>特朗普交易手册：现在已经进入第九步</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普交易手册：现在已经进入第九步\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-04-08 10:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>美伊两周停火协议落地，独立宏观机构The Kobeissi Letter的&#34;冲突剧本&#34;第九步正式兑现，即协议达成与叙事框架的构建。特朗普框架内的每一场重大对抗，最终都以&#34;极限施压换取让步&#34;的叙事收场，这一步比该机构预期晚10天。更关键的是第十步：协议宣布后的市场暴力重定价或在数周内到来。</p></blockquote><p style=\"text-align: justify;\">美伊停火协议的达成，正在按照一套被反复验证的剧本精准演进。</p><p style=\"text-align: justify;\">美国独立宏观研究机构The Kobeissi Letter最新表示，<strong>随着特朗普宣布美国、伊朗与以色列之间达成两周停火协议，其所追踪的&#34;冲突剧本&#34;第九步已正式到来，</strong>即协议达成与叙事框架的构建，这一到来较该机构此前预期晚约10天。</p><p style=\"text-align: justify;\">The Kobeissi Letter表示，按照特朗普交易手册来看，特朗普框架内的每一场重大对抗，最终都以&#34;极限施压换取让步&#34;的叙事收场。</p><p style=\"text-align: justify;\">这一进展对市场的潜在影响不容忽视。The Kobeissi Letter指出，<strong>第十步——即协议正式宣布后的市场暴力重定价——将在未来数周内到来。</strong>届时，长期处于防御性仓位的投资者将面临仓位被迫快速平仓的压力，股市或出现急涨，油价则可能随航运通道重开预期的确立而急速回落。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c814579208d4210846089fecc334bdd\" tg-width=\"628\" tg-height=\"700\"/></p><h2 id=\"id_1353752192\">停火与关税暂停：同一套逻辑</h2><p style=\"text-align: justify;\">据央视新闻，据伊朗方面当地时间8日凌晨消息，巴基斯坦总理夏巴兹·谢里夫已邀请伊朗和美国代表团前往巴首都伊斯兰堡开展谈判。夏巴兹·谢里夫还表示，伊美双方停火将于伊朗时间8日凌晨3时30分（北京时间8日8时）生效。特朗普表示，这一停火窗口将被用于&#34;最终确定并促成&#34;各方之间持久和平协议的签署。</p><p style=\"text-align: justify;\">The Kobeissi Letter将此次美伊两周停火与特朗普2025年4月宣布的&#34;90天关税暂停&#34;相提并论，认为两者在性质上高度相似。</p><p style=\"text-align: justify;\"><strong>2025年4月9日，在债券市场剧烈动荡的背景下，特朗普宣布暂停对多数贸易伙伴加征关税90天。此后数周内，美中贸易协议随即落地，市场未再回测此前低点。</strong>The Kobeissi Letter指出，此次停火公告与上述关税暂停的时间节点几乎相差整整一年。</p><p style=\"text-align: justify;\">该机构认为，这一模式并非偶然。特朗普自2025年1月就职以来，在关税战、委内瑞拉、格陵兰岛谈判及伊朗问题上，均遵循着高度一致的谈判逻辑：口头施压、极限施压换取让步，最终以&#34;交易&#34;收尾。</p><h2 id=\"id_2325783551\">第九步：协议叙事的构建</h2><p style=\"text-align: justify;\">按照The Kobeissi Letter梳理的10步“冲突剧本”，第九步的核心是协议达成与叙事框架的构建。</p><p style=\"text-align: justify;\">该机构指出，特朗普框架内的每一场重大对抗，最终都以&#34;极限施压换取让步&#34;的叙事收场。无论是对、欧盟、印度的贸易协议，还是英特尔、稀土领域的企业谈判，抑或是2025年特朗普促成终结的多场冲突，这一模式均得到印证。</p><p style=\"text-align: justify;\">在伊朗问题上，The Kobeissi Letter认为，若伊朗政府未能垮台，最终协议可能涉及与核问题挂钩的停火安排、附带执行机制的地区安全框架，或以合规基准为条件的制裁调整方案。该机构强调，&#34;具体架构的重要性，远不及时机与叙事框架。&#34;</p><h2 id=\"id_1349436332\">第十步：等待暴力重定价</h2><p style=\"text-align: justify;\">The Kobeissi Letter警示投资者，协议宣布后的市场重定价往往是突然而非渐进的。</p><p style=\"text-align: justify;\">原因在于，当前市场参与者普遍处于防御性仓位——能源敞口偏高、股票风险已被压缩、波动率因隐性不确定性而居高不下。一旦不确定性骤然消散，这些仓位将迅速平仓，形成集中性的市场冲击。</p><p style=\"text-align: justify;\">该机构援引2025年4月、8月、10月及2026年1月的历史案例指出，每次关税暂停或框架协议公布后，股市均出现大幅急涨，油价则随着航运通道重开预期的确立而急速回落。The Kobeissi Letter总结称：<strong>&#34;模式识别在这个市场中具有极高的盈利价值。&#34;</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d8d6ac8df9927810fa41a461bdcd1022","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","NDX":"纳斯达克100指数"},"source_url":"https://wallstreetcn.com/articles/3769453","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2625995795","content_text":"美伊两周停火协议落地，独立宏观机构The Kobeissi Letter的\"冲突剧本\"第九步正式兑现，即协议达成与叙事框架的构建。特朗普框架内的每一场重大对抗，最终都以\"极限施压换取让步\"的叙事收场，这一步比该机构预期晚10天。更关键的是第十步：协议宣布后的市场暴力重定价或在数周内到来。美伊停火协议的达成，正在按照一套被反复验证的剧本精准演进。美国独立宏观研究机构The Kobeissi Letter最新表示，随着特朗普宣布美国、伊朗与以色列之间达成两周停火协议，其所追踪的\"冲突剧本\"第九步已正式到来，即协议达成与叙事框架的构建，这一到来较该机构此前预期晚约10天。The Kobeissi Letter表示，按照特朗普交易手册来看，特朗普框架内的每一场重大对抗，最终都以\"极限施压换取让步\"的叙事收场。这一进展对市场的潜在影响不容忽视。The Kobeissi Letter指出，第十步——即协议正式宣布后的市场暴力重定价——将在未来数周内到来。届时，长期处于防御性仓位的投资者将面临仓位被迫快速平仓的压力，股市或出现急涨，油价则可能随航运通道重开预期的确立而急速回落。停火与关税暂停：同一套逻辑据央视新闻，据伊朗方面当地时间8日凌晨消息，巴基斯坦总理夏巴兹·谢里夫已邀请伊朗和美国代表团前往巴首都伊斯兰堡开展谈判。夏巴兹·谢里夫还表示，伊美双方停火将于伊朗时间8日凌晨3时30分（北京时间8日8时）生效。特朗普表示，这一停火窗口将被用于\"最终确定并促成\"各方之间持久和平协议的签署。The Kobeissi Letter将此次美伊两周停火与特朗普2025年4月宣布的\"90天关税暂停\"相提并论，认为两者在性质上高度相似。2025年4月9日，在债券市场剧烈动荡的背景下，特朗普宣布暂停对多数贸易伙伴加征关税90天。此后数周内，美中贸易协议随即落地，市场未再回测此前低点。The Kobeissi Letter指出，此次停火公告与上述关税暂停的时间节点几乎相差整整一年。该机构认为，这一模式并非偶然。特朗普自2025年1月就职以来，在关税战、委内瑞拉、格陵兰岛谈判及伊朗问题上，均遵循着高度一致的谈判逻辑：口头施压、极限施压换取让步，最终以\"交易\"收尾。第九步：协议叙事的构建按照The Kobeissi Letter梳理的10步“冲突剧本”，第九步的核心是协议达成与叙事框架的构建。该机构指出，特朗普框架内的每一场重大对抗，最终都以\"极限施压换取让步\"的叙事收场。无论是对、欧盟、印度的贸易协议，还是英特尔、稀土领域的企业谈判，抑或是2025年特朗普促成终结的多场冲突，这一模式均得到印证。在伊朗问题上，The Kobeissi Letter认为，若伊朗政府未能垮台，最终协议可能涉及与核问题挂钩的停火安排、附带执行机制的地区安全框架，或以合规基准为条件的制裁调整方案。该机构强调，\"具体架构的重要性，远不及时机与叙事框架。\"第十步：等待暴力重定价The Kobeissi Letter警示投资者，协议宣布后的市场重定价往往是突然而非渐进的。原因在于，当前市场参与者普遍处于防御性仓位——能源敞口偏高、股票风险已被压缩、波动率因隐性不确定性而居高不下。一旦不确定性骤然消散，这些仓位将迅速平仓，形成集中性的市场冲击。该机构援引2025年4月、8月、10月及2026年1月的历史案例指出，每次关税暂停或框架协议公布后，股市均出现大幅急涨，油价则随着航运通道重开预期的确立而急速回落。The Kobeissi Letter总结称：\"模式识别在这个市场中具有极高的盈利价值。\"","news_type":1,"symbols_score_info":{".SPX":2,"NDX":2,".IXIC":2,".DJI":2}},"isVote":1,"tweetType":1,"viewCount":1947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546121643492384,"gmtCreate":1774339842896,"gmtModify":1774341456153,"author":{"id":"3468814734547554","authorId":"3468814734547554","name":"Sige heil","avatar":"https://static.tigerbbs.com/62c6cab60c1c4a1564347905ed91acb4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468814734547554","idStr":"3468814734547554"},"themes":[],"title":"","htmlText":"什么意思。美股要涨 大a又…","listText":"什么意思。美股要涨 大a又…","text":"什么意思。美股要涨 大a又…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546121643492384","isVote":1,"tweetType":1,"viewCount":2431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}