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06-16 22:15

我擦又要花钱收购。。。难怪大跌

Market Chatter: Netflix Interested in Buying Lionsgate Studios<blockquote>市场热议：Netflix有兴趣收购狮门影业</blockquote>

06-13

‌$SpaceX(SPCX)$ ‌‌这就是 earth goat 的实力吗

06-05

老千股

Solidion推出极端气候电池平台，满足太空数据中心、永久月球基地等需求

06-03

“美以对伊战争爆发后，我原本预期比特币会上涨，但结果却完全相反，而黄金却创出新高。这非常令人失望。” 他真的专业投资人吗

比特币跌破7万美元！三大投资逻辑接连失效，市场重新审视“数字黄金”神话

05-16

挂牌直接200起

报道：SpaceX股东批准1拆5的股票拆分

04-21

麻了天天放假消息

伊朗称未派代表团赴巴基斯坦

04-03

打完股价还涨了

伊朗：打击亚马逊位于巴林的计算中心

03-28

不相信逼空的话去问问那些最近做空黄金的

高盛：现阶段不宜做空美股，抛售压力已近尾声，利好消息或触发“逼空”

03-24

[无语][贱笑]但是这家公司的管理层不可靠

03-19

财报这么好为什么大跌

腾讯2025年Q4营收1943.7亿元同比增长13%，全年总收入达7518亿元

03-05

要相信机构砸盘的实力

03-05

‌$阿里巴巴(BABA)$ ‌听说？阿里千问团队跑路了？难怪一路下跌

02-27

跌1%也算暴跌，恒生科技跌了多少？

获利了结！外资创纪录卖出韩国股市，单日抛售6.8万亿韩元

02-27

金融废墟表现

02-12

‌$谷歌A(GOOGL)$ ‌不要慌，只是补跌。巴菲特老爷子才刚刚上车，不会不给面子的

02-11

省流：缺少GPU训练不出来

DeepSeek更新新模型，支持最高1M百万Token上下文长度

02-11

‌$标普500(.SPX)$ ‌机构真不是人收市前最后几分钟开始跳水

02-09

$日经225指数(N225.JP)$ 日经开挂了，高市阿姨冲击

02-06

$Robinhood(HOOD)$ 木头姐增持了30多万股罗宾汉…

02-05

$谷歌A(GOOGL)$ 电话会议说了啥啊，财报盘后股价居然翻红了？？年度开支1800个亿，是花去哪里了？

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又要花钱收购。。。难怪大跌","listText":"我擦 又要花钱收购。。。难怪大跌","text":"我擦 又要花钱收购。。。难怪大跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/575919842117600","repostId":"2643768231","repostType":2,"repost":{"id":"2643768231","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1781618655,"share":"https://www.laohu8.com/m/news/2643768231?lang=zh_CN&edition=full","pubTime":"2026-06-16 22:04","market":"sh","language":"en","title":"Market Chatter: Netflix Interested in Buying Lionsgate Studios<blockquote>市场热议：Netflix有兴趣收购狮门影业</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2643768231","media":"MT Newswires Live","summary":"Netflix  is one of several media companies interested in acquiring Lionsgate Studios , Semafor reported Tuesday, citing a person familiar with the matter.Neither Netflix nor the other companies have put in a formal indication of interest, the report said, citing the person.Netflix and Lionsgate Studios didn't immediately reply to requests for comment from MT Newswires.Price: 80.25, Change: -1.43, Percent Change: -1.74","content":"<p><html><body> Netflix (NFLX) is one of several media companies interested in acquiring <a href=\"https://laohu8.com/S/LION\">Lionsgate Studios</a> (LION), Semafor reported Tuesday, citing a person familiar with the matter.</p><p><blockquote><html><body>Netflix(NFLX)是有兴趣收购的几家媒体公司之一<a href=\"https://laohu8.com/S/LION\">狮门影业</a>（狮子），Semafor周二援引一位知情人士的话报道。</body></html></blockquote></p><p>Neither Netflix nor the other companies have put in a formal indication of interest, the report said, citing the person.</p><p><blockquote>报道援引该人士的话说，Netflix和其他公司都没有正式表示有兴趣。</blockquote></p><p>Netflix and Lionsgate Studios didn't immediately reply to requests for comment from MT Newswires.</p><p><blockquote>Netflix和狮门影业没有立即回复MT Newswires的置评请求。</blockquote></p><p>(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p><p><blockquote>（Market Chatter消息来自与全球市场专业人士的对话。这些信息被认为来自可靠来源，但可能包括谣言和猜测。不保证准确性。）</blockquote></p><p>Price: 80.25, Change: -1.43, Percent Change: -1.74</p><p><blockquote>价格：80.25，变化：-1.43，变化百分比：-1.74</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"mtnewswires_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Market Chatter: Netflix Interested in Buying Lionsgate Studios<blockquote>市场热议：Netflix有兴趣收购狮门影业</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMarket Chatter: Netflix Interested in Buying Lionsgate Studios<blockquote>市场热议：Netflix有兴趣收购狮门影业</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time smaller\">2026-06-16 22:04</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body> Netflix (NFLX) is one of several media companies interested in acquiring <a href=\"https://laohu8.com/S/LION\">Lionsgate Studios</a> (LION), Semafor reported Tuesday, citing a person familiar with the matter.</p><p><blockquote><html><body>Netflix(NFLX)是有兴趣收购的几家媒体公司之一<a href=\"https://laohu8.com/S/LION\">狮门影业</a>（狮子），Semafor周二援引一位知情人士的话报道。</body></html></blockquote></p><p>Neither Netflix nor the other companies have put in a formal indication of interest, the report said, citing the person.</p><p><blockquote>报道援引该人士的话说，Netflix和其他公司都没有正式表示有兴趣。</blockquote></p><p>Netflix and Lionsgate Studios didn't immediately reply to requests for comment from MT Newswires.</p><p><blockquote>Netflix和狮门影业没有立即回复MT Newswires的置评请求。</blockquote></p><p>(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p><p><blockquote>（Market Chatter消息来自与全球市场专业人士的对话。这些信息被认为来自可靠来源，但可能包括谣言和猜测。不保证准确性。）</blockquote></p><p>Price: 80.25, Change: -1.43, Percent Change: -1.74</p><p><blockquote>价格：80.25，变化：-1.43，变化百分比：-1.74</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","BK4588":"碎股","BK4108":"电影和娱乐","BK4507":"流媒体概念","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - 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Accuracy is not guaranteed.)Price: 80.25, Change: -1.43, Percent Change: -1.74","news_type":1,"symbols_score_info":{"NFXL":0.6,"NFLY":0.6,"NFXS":0.6,"NFLU":0.6,"NFLX":1.95,"NFLP":0.6,"NFLW":0.6,"LION":1.93}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":574540245288768,"gmtCreate":1781282503711,"gmtModify":1781285428952,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$ &nbsp;</a>‌‌这就是 earth goat 的实力吗","listText":"‌<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$ &nbsp;</a>‌‌这就是 earth goat 的实力吗","text":"‌$SpaceX(SPCX)$ ‌‌这就是 earth goat 的实力吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574540245288768","isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571725870929352,"gmtCreate":1780605697299,"gmtModify":1780608997947,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"themes":[],"title":"","htmlText":"老千股","listText":"老千股","text":"老千股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571725870929352","repostId":"1160709127","repostType":4,"repost":{"id":"1160709127","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":1780589884,"share":"https://www.laohu8.com/m/news/1160709127?lang=zh_CN&edition=full","pubTime":"2026-06-05 00:18","market":"us","language":"zh","title":"Solidion推出极端气候电池平台，满足太空数据中心、永久月球基地等需求","url":"https://stock-news.laohu8.com/highlight/detail?id=1160709127","media":"老虎资讯综合","summary":"在极端气候电池技术领域取得突破。","content":"<html><head></head><body><p style=\"text-align: left;\">周四，电池、储能概念股<a href=\"https://laohu8.com/S/STI\">Solidion Technology Inc.</a>盘中狂飙650%，该公司称在极端气候电池技术领域取得突破，着力于布局低轨道AI数据中心、永久月球基地等热门太空概念。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/205a26bd8ddc65bce6098c24fb3cae28\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">该储能系统基于石墨烯，可主动管理电池温度，使硬件能够在-80至80摄氏度的范围内运行。</p><p style=\"text-align: left;\">该公司还在开发采用不可燃材料的固态锂离子电池和锂硫电池，以提供更高的能量重量比，用于载人航天飞行。</p><p style=\"text-align: left;\">该公司补充说，在-40摄氏度的测试中，该电池硬件的充放电循环次数超过500次，足以支持月球表面长期供电网络和探测车的运行。</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>Solidion推出极端气候电池平台，满足太空数据中心、永久月球基地等需求</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSolidion推出极端气候电池平台，满足太空数据中心、永久月球基地等需求\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\">2026-06-05 00:18</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;\">周四，电池、储能概念股<a href=\"https://laohu8.com/S/STI\">Solidion Technology Inc.</a>盘中狂飙650%，该公司称在极端气候电池技术领域取得突破，着力于布局低轨道AI数据中心、永久月球基地等热门太空概念。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/205a26bd8ddc65bce6098c24fb3cae28\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">该储能系统基于石墨烯，可主动管理电池温度，使硬件能够在-80至80摄氏度的范围内运行。</p><p style=\"text-align: left;\">该公司还在开发采用不可燃材料的固态锂离子电池和锂硫电池，以提供更高的能量重量比，用于载人航天飞行。</p><p style=\"text-align: left;\">该公司补充说，在-40摄氏度的测试中，该电池硬件的充放电循环次数超过500次，足以支持月球表面长期供电网络和探测车的运行。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38389b1aa713344eb45ee10cb2639f5f","relate_stocks":{"STI":"Solidion Technology Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160709127","content_text":"周四，电池、储能概念股Solidion Technology Inc.盘中狂飙650%，该公司称在极端气候电池技术领域取得突破，着力于布局低轨道AI数据中心、永久月球基地等热门太空概念。该储能系统基于石墨烯，可主动管理电池温度，使硬件能够在-80至80摄氏度的范围内运行。该公司还在开发采用不可燃材料的固态锂离子电池和锂硫电池，以提供更高的能量重量比，用于载人航天飞行。该公司补充说，在-40摄氏度的测试中，该电池硬件的充放电循环次数超过500次，足以支持月球表面长期供电网络和探测车的运行。","news_type":1,"symbols_score_info":{"STI":2}},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571169516601768,"gmtCreate":1780479581227,"gmtModify":1780479952077,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"themes":[],"title":"","htmlText":"“美以对伊战争爆发后，我原本预期比特币会上涨，但结果却完全相反，而黄金却创出新高。这非常令人失望。” 他真的专业投资人吗","listText":"“美以对伊战争爆发后，我原本预期比特币会上涨，但结果却完全相反，而黄金却创出新高。这非常令人失望。” 他真的专业投资人吗","text":"“美以对伊战争爆发后，我原本预期比特币会上涨，但结果却完全相反，而黄金却创出新高。这非常令人失望。” 他真的专业投资人吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571169516601768","repostId":"2640235929","repostType":2,"repost":{"id":"2640235929","kind":"news","pubTimestamp":1780440600,"share":"https://www.laohu8.com/m/news/2640235929?lang=zh_CN&edition=full","pubTime":"2026-06-03 06:50","market":"sh","language":"zh","title":"比特币跌破7万美元！三大投资逻辑接连失效，市场重新审视“数字黄金”神话","url":"https://stock-news.laohu8.com/highlight/detail?id=2640235929","media":"智通财经","summary":"长期以来，比特币最重要的投资逻辑之一，是其被视为数字时代的黄金替代品。比特币下跌正在向加密概念股传导。本周，该公司披露出售32枚比特币，交易规模约250万美元。尽管这一金额仅占其超过560亿美元比特币持仓的极小部分，市场仍对此反应强烈。从这个角度来看，本轮调整不仅仅是一轮价格下跌，更是市场对比特币投资逻辑的一次重新审视。","content":"<html><head></head><body><p>6月3日，随着比特币价格持续下挫，这个全球最大加密货币正面临近年来最严峻的一场信任危机。本周，比特币跌破7万美元关口，一度触及6.7万美元附近，较去年10月创下的12.6万美元历史高位累计回撤超过46%。过去12个月，比特币累计跌幅达到36%，不仅跑输美股主要指数，也未能兑现其长期以来被支持者反复强调的“数字黄金”“抗通胀资产”和“避险工具”等核心投资逻辑。</p><p>与此同时，加密货币概念股同步遭遇抛售。被视为“比特币影子股”的<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>(MSTR.US)近一个月累计下跌超过23%，较52周高点回撤超过70%；美国最大加密货币交易所<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>(COIN.US)年内跌幅超过23%，较52周高点跌去逾60%。</p><p>长期以来，比特币最重要的投资逻辑之一，是其被视为数字时代的黄金替代品。</p><p>支持者认为，与各国央行能够无限扩张的法定货币不同，比特币总量被严格限制在2100万枚，因此天然具备稀缺性，可以在货币贬值和通胀上升时期保存购买力。</p><p>这一逻辑帮助比特币从极客圈走向主流金融市场，并推动<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>、富达等华尔街机构相继推出比特币现货ETF。</p><p>然而，近期市场表现却让这一理论受到挑战。</p><p>在全球能源价格再度走高、美国通胀压力重新抬头的背景下，比特币并未像黄金那样受益，反而持续走弱。</p><p>数据显示，美国个人消费支出(PCE)价格指数同比上涨3.8%，创下2023年以来最大涨幅；剔除食品和能源价格后的核心PCE同比上涨3.3%。与此同时，美联储克利夫兰联储主席哈马克近期警告称，如果通胀压力持续存在，美联储可能需要进一步采取行动。</p><p>按照传统逻辑，通胀上升本应利好比特币。但现实却恰恰相反。过去一年，比特币不仅未能抵御通胀，持有者实际购买力反而缩水约39%。</p><p>Research Affiliates研究主管、杜克大学金融学教授Cam Harvey表示：“如果投资者将比特币视为短期通胀对冲工具，那么可能需要重新评估这一判断。比特币价格波动中的随机性太高，很容易让投资者失望。”</p><p>不仅是抗通胀逻辑受到质疑，比特币作为避险资产的叙事同样遭遇挑战。</p><p>近期中东局势持续紧张，市场避险情绪明显升温。按照许多加密货币支持者的观点，地缘政治冲突加剧往往有利于比特币上涨，因为投资者会寻求传统金融体系之外的资产避险。然而实际情况却是黄金大幅上涨，而比特币持续下跌。</p><p>亿万富翁投资者Mark Cuban近日公开表示，他已经出售了大部分比特币持仓。“这可能会让一些人不高兴，但我认为比特币已经偏离了最初的定位。”Cuban在一档播客节目中表示，“美以对伊战争爆发后，我原本预期比特币会上涨，但结果却完全相反，而黄金却创出新高。这非常令人失望。”</p><p>对于越来越多机构投资者而言，比特币似乎更像一种高波动风险资产，而非传统意义上的避险资产。</p><p>比特币近期下跌还伴随着资金持续流出。随着比特币现货ETF遭遇赎回，以及市场对于利率和通胀前景的担忧升温，加密货币市场整体承压。</p><p>数据显示，过去24小时内数字资产市场爆仓规模达到约15亿美元，创下今年2月以来最大单日清算规模，其中比特币相关仓位占据相当大比例。</p><p>与此同时，比特币甚至未能跟上近期风险资产的上涨步伐。过去一个月，美股主要指数不断刷新历史新高，而比特币却累计下跌约14%，显示资金正在流向传统股市而非加密资产。</p><p>比特币下跌正在向加密概念股传导。<a href=\"https://laohu8.com/S/STRF\">Strategy</a>成为市场关注焦点。本周，该公司披露出售32枚比特币，交易规模约250万美元。尽管这一金额仅占其超过560亿美元比特币持仓的极小部分，市场仍对此反应强烈。</p><p>Strategy股价周二大跌超9%，过去五个交易日累计跌幅接近15%，目前较52周高点457.22美元已回撤超过70%。</p><p>不过，部分华尔街机构仍然保持乐观。TD Cowen维持Strategy目标价在400美元，较当前股价仍有接近200%的上涨空间。</p><p>Coinbase同样未能幸免。该公司股价周二下跌超过4.5%，年内累计跌幅超过23%。Compass Point本周重申140美元目标价，意味着股价仍存在进一步下跌空间。</p><p>此外，以太坊储备概念股<a href=\"https://laohu8.com/S/BMNR\">BitMine Immersion</a> Technologies(BMNR.US)、Sharplink(SBET.US)，以及比特币矿企<a href=\"https://laohu8.com/S/CLSK\">CleanSpark</a>(CLSK.US)均出现明显下跌。</p><p>支持者最常引用的观点是，比特币总量固定，因此具有天然稀缺性。然而越来越多批评人士认为，市场真正的问题从来不是供给，而是需求。</p><p>Interactive Brokers首席策略师Steve Sosnick指出，固定供给只有在需求持续增长的前提下才有意义。“如果除了投机和价值储存之外，比特币暂时还没有更具说服力的应用场景，那么供给有限这一特征只有在需求增长时才会发挥作用，而当需求停滞甚至下降时，其吸引力将明显减弱。”</p><p>从这个角度来看，本轮调整不仅仅是一轮价格下跌，更是市场对比特币投资逻辑的一次重新审视。</p><p>当“数字黄金”“通胀对冲工具”和“避险资产”三大叙事同时受到挑战时，比特币未来能否找到新的价值支撑，将成为决定下一轮周期走向的关键。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>比特币跌破7万美元！三大投资逻辑接连失效，市场重新审视“数字黄金”神话</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比特币跌破7万美元！三大投资逻辑接连失效，市场重新审视“数字黄金”神话\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-03 06:50 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1449362.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月3日，随着比特币价格持续下挫，这个全球最大加密货币正面临近年来最严峻的一场信任危机。本周，比特币跌破7万美元关口，一度触及6.7万美元附近，较去年10月创下的12.6万美元历史高位累计回撤超过46%。过去12个月，比特币累计跌幅达到36%，不仅跑输美股主要指数，也未能兑现其长期以来被支持者反复强调的“数字黄金”“抗通胀资产”和“避险工具”等核心投资逻辑。与此同时，加密货币概念股同步遭遇抛售。被...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1449362.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2b6ee35d5e3953381b46896042cc8e62","relate_stocks":{"MARA":"MARA Holdings","COIN":"Coinbase Global, Inc.","MSTR":"Strategy","CRCL":"Circle Internet Corp.","RIOT":"Riot Platforms","HOOD":"Robinhood","BTBT":"Bit Digital, Inc.","BMNR":"BitMine Immersion Technologies Inc."},"source_url":"http://www.zhitongcaijing.com/content/detail/1449362.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2640235929","content_text":"6月3日，随着比特币价格持续下挫，这个全球最大加密货币正面临近年来最严峻的一场信任危机。本周，比特币跌破7万美元关口，一度触及6.7万美元附近，较去年10月创下的12.6万美元历史高位累计回撤超过46%。过去12个月，比特币累计跌幅达到36%，不仅跑输美股主要指数，也未能兑现其长期以来被支持者反复强调的“数字黄金”“抗通胀资产”和“避险工具”等核心投资逻辑。与此同时，加密货币概念股同步遭遇抛售。被视为“比特币影子股”的Strategy(MSTR.US)近一个月累计下跌超过23%，较52周高点回撤超过70%；美国最大加密货币交易所Coinbase(COIN.US)年内跌幅超过23%，较52周高点跌去逾60%。长期以来，比特币最重要的投资逻辑之一，是其被视为数字时代的黄金替代品。支持者认为，与各国央行能够无限扩张的法定货币不同，比特币总量被严格限制在2100万枚，因此天然具备稀缺性，可以在货币贬值和通胀上升时期保存购买力。这一逻辑帮助比特币从极客圈走向主流金融市场，并推动贝莱德、富达等华尔街机构相继推出比特币现货ETF。然而，近期市场表现却让这一理论受到挑战。在全球能源价格再度走高、美国通胀压力重新抬头的背景下，比特币并未像黄金那样受益，反而持续走弱。数据显示，美国个人消费支出(PCE)价格指数同比上涨3.8%，创下2023年以来最大涨幅；剔除食品和能源价格后的核心PCE同比上涨3.3%。与此同时，美联储克利夫兰联储主席哈马克近期警告称，如果通胀压力持续存在，美联储可能需要进一步采取行动。按照传统逻辑，通胀上升本应利好比特币。但现实却恰恰相反。过去一年，比特币不仅未能抵御通胀，持有者实际购买力反而缩水约39%。Research Affiliates研究主管、杜克大学金融学教授Cam Harvey表示：“如果投资者将比特币视为短期通胀对冲工具，那么可能需要重新评估这一判断。比特币价格波动中的随机性太高，很容易让投资者失望。”不仅是抗通胀逻辑受到质疑，比特币作为避险资产的叙事同样遭遇挑战。近期中东局势持续紧张，市场避险情绪明显升温。按照许多加密货币支持者的观点，地缘政治冲突加剧往往有利于比特币上涨，因为投资者会寻求传统金融体系之外的资产避险。然而实际情况却是黄金大幅上涨，而比特币持续下跌。亿万富翁投资者Mark Cuban近日公开表示，他已经出售了大部分比特币持仓。“这可能会让一些人不高兴，但我认为比特币已经偏离了最初的定位。”Cuban在一档播客节目中表示，“美以对伊战争爆发后，我原本预期比特币会上涨，但结果却完全相反，而黄金却创出新高。这非常令人失望。”对于越来越多机构投资者而言，比特币似乎更像一种高波动风险资产，而非传统意义上的避险资产。比特币近期下跌还伴随着资金持续流出。随着比特币现货ETF遭遇赎回，以及市场对于利率和通胀前景的担忧升温，加密货币市场整体承压。数据显示，过去24小时内数字资产市场爆仓规模达到约15亿美元，创下今年2月以来最大单日清算规模，其中比特币相关仓位占据相当大比例。与此同时，比特币甚至未能跟上近期风险资产的上涨步伐。过去一个月，美股主要指数不断刷新历史新高，而比特币却累计下跌约14%，显示资金正在流向传统股市而非加密资产。比特币下跌正在向加密概念股传导。Strategy成为市场关注焦点。本周，该公司披露出售32枚比特币，交易规模约250万美元。尽管这一金额仅占其超过560亿美元比特币持仓的极小部分，市场仍对此反应强烈。Strategy股价周二大跌超9%，过去五个交易日累计跌幅接近15%，目前较52周高点457.22美元已回撤超过70%。不过，部分华尔街机构仍然保持乐观。TD Cowen维持Strategy目标价在400美元，较当前股价仍有接近200%的上涨空间。Coinbase同样未能幸免。该公司股价周二下跌超过4.5%，年内累计跌幅超过23%。Compass Point本周重申140美元目标价，意味着股价仍存在进一步下跌空间。此外，以太坊储备概念股BitMine Immersion Technologies(BMNR.US)、Sharplink(SBET.US)，以及比特币矿企CleanSpark(CLSK.US)均出现明显下跌。支持者最常引用的观点是，比特币总量固定，因此具有天然稀缺性。然而越来越多批评人士认为，市场真正的问题从来不是供给，而是需求。Interactive Brokers首席策略师Steve Sosnick指出，固定供给只有在需求持续增长的前提下才有意义。“如果除了投机和价值储存之外，比特币暂时还没有更具说服力的应用场景，那么供给有限这一特征只有在需求增长时才会发挥作用，而当需求停滞甚至下降时，其吸引力将明显减弱。”从这个角度来看，本轮调整不仅仅是一轮价格下跌，更是市场对比特币投资逻辑的一次重新审视。当“数字黄金”“通胀对冲工具”和“避险资产”三大叙事同时受到挑战时，比特币未来能否找到新的价值支撑，将成为决定下一轮周期走向的关键。","news_type":1,"symbols_score_info":{"BMNR":2,"BTBT":2,"RIOT":2,"MARA":2,"CRCL":2,"COIN":2,"MSTR":2,"HOOD":2}},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564710800233304,"gmtCreate":1778903162606,"gmtModify":1778903165250,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"themes":[],"title":"","htmlText":"挂牌直接200起","listText":"挂牌直接200起","text":"挂牌直接200起","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564710800233304","repostId":"1199490180","repostType":4,"repost":{"id":"1199490180","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":1778898626,"share":"https://www.laohu8.com/m/news/1199490180?lang=zh_CN&edition=full","pubTime":"2026-05-16 10:30","market":"us","language":"zh","title":"报道：SpaceX股东批准1拆5的股票拆分","url":"https://stock-news.laohu8.com/highlight/detail?id=1199490180","media":"老虎资讯综合","summary":"SpaceX股东批准1拆5的股票拆分。每股公允价值从526.59美元调整为105.318美元。（彭博）","content":"<html><head></head><body>SpaceX股东批准1拆5的股票拆分。每股公允价值从526.59美元调整为105.318美元。（彭博）</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>报道：SpaceX股东批准1拆5的股票拆分</title>\n<style 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10:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body>SpaceX股东批准1拆5的股票拆分。每股公允价值从526.59美元调整为105.318美元。（彭博）</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/5dfa96dbc5a48e0f13938f3eb9849a1c","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199490180","content_text":"SpaceX股东批准1拆5的股票拆分。每股公允价值从526.59美元调整为105.318美元。（彭博）","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555988905444968,"gmtCreate":1776767993304,"gmtModify":1776775810225,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"themes":[],"title":"","htmlText":"麻了 天天放假消息","listText":"麻了 天天放假消息","text":"麻了 天天放假消息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555988905444968","repostId":"1164482027","repostType":4,"repost":{"id":"1164482027","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":1776758256,"share":"https://www.laohu8.com/m/news/1164482027?lang=zh_CN&edition=full","pubTime":"2026-04-21 15:57","market":"us","language":"zh","title":"伊朗称未派代表团赴巴基斯坦","url":"https://stock-news.laohu8.com/highlight/detail?id=1164482027","media":"老虎资讯综合","summary":"4月21日，据伊朗国家媒体报道，尚无伊朗代表团启程前往巴基斯坦参加与美国和平谈判。","content":"<html><head></head><body><p>4月21日，伊朗官方通讯社今天报道称，截至目前，伊朗没有派出任何代表团前往巴基斯坦首都伊斯兰堡。（CCTV国际时讯）</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>伊朗称未派代表团赴巴基斯坦</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伊朗称未派代表团赴巴基斯坦\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\">2026-04-21 15:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月21日，伊朗官方通讯社今天报道称，截至目前，伊朗没有派出任何代表团前往巴基斯坦首都伊斯兰堡。（CCTV国际时讯）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/500c5f47cdd4aa4fad03f86c18c80530","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164482027","content_text":"4月21日，伊朗官方通讯社今天报道称，截至目前，伊朗没有派出任何代表团前往巴基斯坦首都伊斯兰堡。（CCTV国际时讯）","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":549441888870912,"gmtCreate":1775162914093,"gmtModify":1775162916880,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"themes":[],"title":"","htmlText":"打完股价还涨了","listText":"打完股价还涨了","text":"打完股价还涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549441888870912","repostId":"1177356925","repostType":4,"repost":{"id":"1177356925","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":1775143226,"share":"https://www.laohu8.com/m/news/1177356925?lang=zh_CN&edition=full","pubTime":"2026-04-02 23:20","market":"us","language":"zh","title":"伊朗：打击亚马逊位于巴林的计算中心","url":"https://stock-news.laohu8.com/highlight/detail?id=1177356925","media":"老虎资讯综合","summary":"报道，伊朗伊斯兰革命卫队称已开始袭击巴林的亚马逊云计算中心。  ","content":"<html><head></head><body><p>4月2日，伊朗伊斯兰革命卫队今天（4月2日）表示，“真实承诺4”军事行动第90波打击第三阶段已展开，目标是位于巴林的亚马逊云计算中心。 (CCTV国际时讯)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>伊朗：打击亚马逊位于巴林的计算中心</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伊朗：打击亚马逊位于巴林的计算中心\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\">2026-04-02 23:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月2日，伊朗伊斯兰革命卫队今天（4月2日）表示，“真实承诺4”军事行动第90波打击第三阶段已展开，目标是位于巴林的亚马逊云计算中心。 (CCTV国际时讯)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3473f757d00eee50292777a0505620c4","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177356925","content_text":"4月2日，伊朗伊斯兰革命卫队今天（4月2日）表示，“真实承诺4”军事行动第90波打击第三阶段已展开，目标是位于巴林的亚马逊云计算中心。 (CCTV国际时讯)","news_type":1,"symbols_score_info":{"AMZN":2}},"isVote":1,"tweetType":1,"viewCount":1624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":547458596327960,"gmtCreate":1774680365047,"gmtModify":1774680367445,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"themes":[],"title":"","htmlText":"不相信逼空的话去问问那些最近做空黄金的","listText":"不相信逼空的话去问问那些最近做空黄金的","text":"不相信逼空的话去问问那些最近做空黄金的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547458596327960","repostId":"2622809814","repostType":4,"repost":{"id":"2622809814","kind":"news","pubTimestamp":1774652400,"share":"https://www.laohu8.com/m/news/2622809814?lang=zh_CN&edition=full","pubTime":"2026-03-28 07:00","market":"us","language":"zh","title":"高盛：现阶段不宜做空美股，抛售压力已近尾声，利好消息或触发“逼空”","url":"https://stock-news.laohu8.com/highlight/detail?id=2622809814","media":"智通财经","summary":"这一轮系统性抛售“已接近尾声”。","content":"<html><head></head><body><p>在地缘政治风险加剧、市场波动明显上升之际，<a href=\"https://laohu8.com/S/GS\">高盛</a>交易部门发出警示，建议投资者不要贸然转向看空美股，当前市场结构反而更容易在利好消息出现时触发“逼空行情”。</p><p>从市场表现来看，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数正迈向自2022年以来最差单月表现，而纳指已进入技术性回调区间。尽管高盛并未看到短期内明确的上涨路径，其交易团队认为，当前抛售压力已接近尾声，在此背景下继续加码空头仓位风险较大。高盛策略团队在报告中指出，市场需要保持对冲和灵活操作，但“鉴于当前持仓结构对逼空风险较为敏感，不建议转向做空”。</p><p>数据显示，趋势跟踪资金(CTA)本月已累计抛售约550亿美元美股，目前净空头规模达184亿美元。高盛认为，除非出现新的宏观冲击，这一轮系统性抛售“已接近尾声”，而市场风险收益结构正逐步向上倾斜。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79caf824e4a2025ae1fa1b4fbbdbe798\" tg-width=\"772\" tg-height=\"565\"/></p><p>与此同时，风险平价与波动控制策略也在持续降低股票敞口，其中风险平价策略已在全球范围内减持超过200亿美元，约占其总多头仓位的六分之一。</p><p>不过，从资金面来看，市场并未出现明显“撤退”。股票型基金资金流入依然稳健，家庭投资者几乎未显著降低持股比例，基本面投资者整体仓位仍接近历史高位。这意味着，一旦出现地缘局势缓和等利好消息，市场可能出现放大式反弹。</p><p>在地缘政治方面，美国与以色列近期对伊朗多个核设施及钢铁目标实施打击，而伊朗则持续在波斯湾地区发动反击，并拒绝美国总统特朗普提出的停火要求，令市场不确定性进一步上升。</p><p>此外，高盛预计，月末养老金资金将为美股带来约140亿美元的净流入，对市场形成一定支撑。此外，散户投资者仅较高点小幅降低约1%的股票配置，显示出对美股的长期信心仍在。</p><p>高盛指出，尽管短期不确定性仍存，随着月末资金流动因素逐步释放，市场进入4月后或迎来更清晰的运行路径。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛：现阶段不宜做空美股，抛售压力已近尾声，利好消息或触发“逼空”</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高盛：现阶段不宜做空美股，抛售压力已近尾声，利好消息或触发“逼空”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-28 07:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1421272.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在地缘政治风险加剧、市场波动明显上升之际，高盛交易部门发出警示，建议投资者不要贸然转向看空美股，当前市场结构反而更容易在利好消息出现时触发“逼空行情”。从市场表现来看，标普500指数正迈向自2022年以来最差单月表现，而纳指已进入技术性回调区间。尽管高盛并未看到短期内明确的上涨路径，其交易团队认为，当前抛售压力已接近尾声，在此背景下继续加码空头仓位风险较大。高盛策略团队在报告中指出，市场需要保持...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1421272.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/a641ba689741f1e38c3545add5626d8e","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"http://www.zhitongcaijing.com/content/detail/1421272.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2622809814","content_text":"在地缘政治风险加剧、市场波动明显上升之际，高盛交易部门发出警示，建议投资者不要贸然转向看空美股，当前市场结构反而更容易在利好消息出现时触发“逼空行情”。从市场表现来看，标普500指数正迈向自2022年以来最差单月表现，而纳指已进入技术性回调区间。尽管高盛并未看到短期内明确的上涨路径，其交易团队认为，当前抛售压力已接近尾声，在此背景下继续加码空头仓位风险较大。高盛策略团队在报告中指出，市场需要保持对冲和灵活操作，但“鉴于当前持仓结构对逼空风险较为敏感，不建议转向做空”。数据显示，趋势跟踪资金(CTA)本月已累计抛售约550亿美元美股，目前净空头规模达184亿美元。高盛认为，除非出现新的宏观冲击，这一轮系统性抛售“已接近尾声”，而市场风险收益结构正逐步向上倾斜。与此同时，风险平价与波动控制策略也在持续降低股票敞口，其中风险平价策略已在全球范围内减持超过200亿美元，约占其总多头仓位的六分之一。不过，从资金面来看，市场并未出现明显“撤退”。股票型基金资金流入依然稳健，家庭投资者几乎未显著降低持股比例，基本面投资者整体仓位仍接近历史高位。这意味着，一旦出现地缘局势缓和等利好消息，市场可能出现放大式反弹。在地缘政治方面，美国与以色列近期对伊朗多个核设施及钢铁目标实施打击，而伊朗则持续在波斯湾地区发动反击，并拒绝美国总统特朗普提出的停火要求，令市场不确定性进一步上升。此外，高盛预计，月末养老金资金将为美股带来约140亿美元的净流入，对市场形成一定支撑。此外，散户投资者仅较高点小幅降低约1%的股票配置，显示出对美股的长期信心仍在。高盛指出，尽管短期不确定性仍存，随着月末资金流动因素逐步释放，市场进入4月后或迎来更清晰的运行路径。","news_type":1,"symbols_score_info":{".IXIC":2,".SPX":2,".DJI":2}},"isVote":1,"tweetType":1,"viewCount":1527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":545950404064264,"gmtCreate":1774298036343,"gmtModify":1774298038904,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"themes":[],"title":"","htmlText":"[无语][贱笑]但是这家公司的管理层不可靠","listText":"[无语][贱笑]但是这家公司的管理层不可靠","text":"[无语][贱笑]但是这家公司的管理层不可靠","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545950404064264","isVote":1,"tweetType":1,"viewCount":1856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544259908481624,"gmtCreate":1773862489540,"gmtModify":1773862491743,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"themes":[],"title":"","htmlText":"财报这么好为什么大跌","listText":"财报这么好为什么大跌","text":"财报这么好为什么大跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544259908481624","repostId":"1139989661","repostType":4,"repost":{"id":"1139989661","kind":"news","pubTimestamp":1773823223,"share":"https://www.laohu8.com/m/news/1139989661?lang=zh_CN&edition=full","pubTime":"2026-03-18 16:40","market":"hk","language":"zh","title":"腾讯2025年Q4营收1943.7亿元同比增长13%，全年总收入达7518亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1139989661","media":"腾讯科技","summary":"2025年营业收入7517.66亿元，同比增长14%。","content":"<html><head></head><body><p>3月18日周三， <a href=\"https://laohu8.com/S/00700\">腾讯控股</a> 今天公布二零二五年度（“2025年”）经审核综合业绩及截至二零二五年十二月三十一日止第四季（“4Q2025”）未经审核综合业绩。</p><p style=\"text-align: start;\"><strong>董事会主席兼首席执行官马化腾表示：</strong>“2025年我们保持了健康的增长，得益于AI技术提升了我们的广告定向能力及玩家在游戏中的互动，以及云业务收入加速增长并实现了规模化盈利。我们的核心业务富有韧性并产生充足的现金流，为我们加大AI投入提供支撑，包括招募顶尖AI人才及升级AI基础设施。我们的混元3.0大语言模型智能水平持续提升，元宝、WorkBuddy及QClaw等AI产品产生实际效用，这些令人鼓舞的初期迹象表明AI投入将为我们开拓新的机遇。人们既享受消费与娱乐，也从创作与高效工作中获得满足感，腾讯深感荣幸，能够提供AI服务全方位赋能用户，助其在这些领域更上一层楼。”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ca49602648a7416f5ce12fd0942cf15\" tg-width=\"1080\" tg-height=\"1080\"/></p><p style=\"text-align: start;\"><strong>2025年财务摘要</strong></p><p style=\"text-align: start;\"><strong>总收入：同比增长14%，毛利：同比增长21%，按非国际财务报告准则的经营盈利：同比增长18%</strong></p><ul style=\"\"><li><p><strong>总收入</strong>为人民币7,518亿元，较二零二四年（“同比”）增长14%。</p></li><li><p><strong>毛利</strong>为人民币4,226亿元，同比增长21%。</p></li><li><p>按<strong>非国际财务报告准则</strong>，撇除若干一次性及/或非现金项目的影响，以体现核心业务的业绩：</p></li><li><p><strong>经营盈利</strong>为人民币2,807亿元，同比增长18%；经营利润率由去年的36%上升至37%。</p></li><li><p><strong>盈利</strong>为人民币2,670亿元，同比增长18%。</p></li><li><p><strong>本公司权益持有人应占盈利</strong>为人民币2,596亿元，同比增长17%。</p></li><li><p><strong>每股基本盈利</strong>为人民币28.577元，<strong>每股摊薄盈利</strong>为人民币27.877元。</p></li><li><p>按<strong>国际财务报告准则</strong>：</p></li><li><p>经营盈利为人民币2,416亿元，同比增长16%；经营利润率为32%，同比稳定。</p></li><li><p>盈利为人民币2,298亿元，同比增长17%。</p></li><li><p>本公司权益持有人应占盈利为人民币2,248亿元，同比增长16%。</p></li><li><p>每股基本盈利为人民币24.749元，每股摊薄盈利为人民币24.153元。</p></li><li><p><strong>资本开支</strong>为人民币792亿元，同比增加3%。</p></li><li><p><strong>总现金</strong>为人民币 4,949 亿元， 同比增长19%。<strong>自由现金流</strong>为人民币1,826亿元，同比增长18%。<strong>现金净额</strong>为人民币1,071亿元，同比增长40%。</p></li><li><p>截至2025年12月31日，我们于上市投资公司（不包括附属公司）权益的公允价值为人民币6,727亿元，相较于截止2025年9月30日的公允价值为人民币8,008亿元。截至2025年12月31日，我们于非上市投资公司（不包括附属公司）权益的账面价值为人民币3,631亿元，相较于截止2025年9月30日的账面价值为人民币3,452亿元。</p></li><li><p>2025年，本公司于香港联交所以约800亿港元的总代价回购约1.534亿股股份。</p></li></ul><p style=\"text-align: start;\"><strong>2025年管理层讨论及分析</strong></p><p style=\"text-align: start;\">增值服务业务2025年的收入同比增长16%至人民币3,693亿元。本土市场游戏收入为人民币1,642亿元，同比增长18%，得益于近期发布的《三角洲行动》的强劲表现，以及《王者荣耀》、《和平精英》等长青游戏及《无畏契约》系列(个人电脑端及移动端)的收入增长。国际市场游戏收入为人民币774亿元，同比增长33%(按固定汇率计算为32%)，得益于Supercell旗下游戏及《PUBG MOBILE》的收入增长，以及《鸣潮》的增量收入贡献。社交网络收入同比增长5%至人民币1,277亿元，得益于视频号直播服务收入、音乐付费会员收入及手机游戏应用的虚拟道具销售的增长。</p><p style=\"text-align: start;\">营销服务2025年的收入同比增长19%至人民币1,450亿元，主要得益于广告价格及广告曝光量增长。广告价格受益于AI驱动的广告定向、广告主使用AI创作更多广告，以及闭环广告的占比持续提升(用户点击后可直达小程序、微信小店或小游戏等原生交易场景)。曝光量增长主要得益于用户对包括视频号及微信搜一搜在内的产品参与度增加，以及广告加载率的小幅提升。年内大多数主要行业的广告主投放均有所增长。</p><p style=\"text-align: start;\">金融科技及企业服务2025年的收入同比增长8%至人民币2,294亿元。金融科技服务收入同比以高个位数百分比增长，得益于理财服务、消费贷款服务及商业支付活动的收入增加。企业服务收入同比增长接近20%，得益于国内及海外对包括AI在内的云服务需求的增加，以及由于微信小店交易额上升而带动的商家技术服务费收入的增长。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/173bb6b4367339bc8563e7bd405c7d1d\" title=\"图片\" tg-width=\"960\" tg-height=\"330\"/><span>图片</span></p><p style=\"text-align: start;\"><strong>2025年业务回顾及展望</strong></p><ul style=\"\"><li><p>我们通过《三角洲行动》的突破性成功扩充了<strong>长青游戏</strong>组合，并强化了《王者荣耀》与《和平精英》等现有长青游戏。</p></li><li><p>受益于长青游戏的持续增长及内容驱动游戏的快速扩张，我们的<strong>国际市场游戏</strong>年收入突破100亿美元。</p></li><li><p>我们通过在游戏中部署<strong>AI</strong>，加速了内容制作，改善了用户体验并提升了我们的营销效益。</p></li><li><p>我们升级了广告技术的基础模型，并推出了智能投放产品矩阵腾讯广告AIM+，令我们保持广告加载率远低于同业的同时，<strong>营销服务</strong>亦取得高于行业的收入增长。</p></li><li><p><strong>视频号</strong>受益于升级的内容推荐算法及更丰富的内容生态，总用户使用时长同比增长超过20%。</p></li><li><p>我们提升<strong>微信</strong>的交易体验和内容生态，推动微信小店、小游戏及其他内容小程序的用户参与度同比快速增长。</p></li><li><p><strong>腾讯视频</strong>会员数同比上升，保持了其在中国长视频市场的领先地位。<strong>腾讯音乐</strong>ARPU和会员数同比提升，巩固了其在中国音乐流媒体市场的领先地位。</p></li><li><p><strong>腾讯云</strong>实现规模化盈利，受益于企业AI需求的上升，领先市场的PaaS及SaaS产品贡献的增长，以及供应链的优化。</p></li><li><p>通过深化与持牌金融机构的合作及审慎的风险管理，我们<strong>金融科技</strong>业务的收入保持了健康增长。</p></li><li><p>受益于专有的数据及丰富的使用场景，我们的<strong>混元基础模型</strong>在3D生成、文生图和世界模型等多模态能力方面成为了行业领导者。</p></li><li><p>我们通过引进顶尖AI人才升级了团队，建立了系统化提升基础模型智能水平的流程，并在元宝及微信等服务中部署了新的AI能力。</p></li></ul><p style=\"text-align: start;\"><strong>2025 年可持续发展的重点表现</strong></p><ul style=\"\"><li><p>久久公益节提倡把公益融入到日常生活中，通过社交网络、数字工具及线下的合作伙伴，吸引用户参与了超过5.3亿次的慈善活动。</p></li><li><p>通过科学探索奖和新基石研究员项目，我们至今已资助了超过430名杰出科学家，助力他们追寻基础科研的原创突破。</p></li><li><p>通过改善能源效率，推进转用绿色电力及减少供应链碳排放的举措，我们正如期迈向于2030年前达到碳中和的目标。</p></li><li><p>我们在可持续发展的成效获得广泛认可，被纳入主要的ESG(环境、社会及管治)指数，提升了我们的ESG评级，例如我们的MSCI评级由BBB级提升到A级，以及获得多个ESG奖项。</p></li></ul><p style=\"text-align: start;\"><strong>4Q2025财务摘要</strong></p><p style=\"text-align: start;\"><strong>总收入：同比增长13%，毛利：同比增长19%，按非国际财务报告准则的经营盈利：同比增长17%</strong></p><ul style=\"\"><li><p><strong>总收入</strong>为人民币1,944亿元，同比增长13%。</p></li><li><p><strong>毛利</strong>为人民币1,083亿元，同比增长19%。</p></li><li><p>按<strong>非国际财务报告准则</strong>，撇除若干一次性及/或非现金项目的影响，以体现核心业务的业绩：</p></li><li><p><strong>经营盈利</strong>为人民币695亿元，同比增长17%；经营利润率由去年的34%上升至36%。</p></li><li><p><strong>盈利</strong>为人民币667亿元，同比增长18%。</p></li><li><p><strong>本公司权益持有人应占盈利</strong>为人民币647亿元，同比增长17%。</p></li><li><p><strong>每股基本盈利</strong>为人民币7.144元，<strong>每股摊薄盈利</strong>为人民币6.966元。</p></li><li><p>按<strong>国际财务报告准则</strong>：</p></li><li><p><strong>经营盈利</strong>为人民币603亿元，同比增长17%；经营利润率由去年的30%提升至31%。</p></li><li><p><strong>盈利</strong>为人民币591亿元，同比增长15%。</p></li><li><p><strong>本公司权益持有人应占盈利</strong>为人民币583亿元，同比增长14%。</p></li><li><p>每股基本盈利为人民币6.433元，每股摊薄盈利为人民币6.276元。</p></li><li><p><strong>资本开支</strong>为人民币196亿元，同比减少46%。</p></li></ul><p style=\"text-align: start;\"><strong>4Q2025管理层讨论及分析</strong></p><p style=\"text-align: start;\">增值服务业务4Q2025的收入同比增长14%至人民币899亿元。本土市场游戏收入为人民币382亿元，同比增长15%，得益于《三角洲行动》与《无畏契约》系列(个人电脑端及移动端)的收入增长，以及《鸣潮》的增量收入贡献。国际市场游戏收入为人民币211亿元，同比增长32%（按固定汇率计算为31%），主要得益于Supercell旗下游戏及《PUBG MOBILE》的收入增长，以及《鸣潮》的增量收入贡献。社交网络收入同比增长3%至人民币306亿元，反映视频号直播服务收入及音乐付费会员收入的增长。</p><p style=\"text-align: start;\">营销服务业务4Q2025的收入为人民币411亿元，同比增长17%。我们对AI驱动的广告定向能力的优化，以及对微信生态系统内闭环营销能力的扩展，推动了广告表现改善和广告单价提升，构成收入增长的主要驱动力。由于用户参与度提高及广告加载率的小幅提升，广告曝光也略有增长。</p><p style=\"text-align: start;\">金融科技及企业服务业务4Q2025的收入同比增长8%至人民币608亿元。金融科技服务收入增长主要由于理财服务及商业支付活动的收入增加。企业服务收入同比增速提升至22%，得益于国内及海外市场云服务的收入增加(包括AI相关服务的收入)，以及主要由于微信小店交易额扩大而带动的商家技术服务费收入增长。</p></body></html>","source":"txkj","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>腾讯2025年Q4营收1943.7亿元同比增长13%，全年总收入达7518亿元</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腾讯2025年Q4营收1943.7亿元同比增长13%，全年总收入达7518亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-18 16:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.qq.com/rain/a/20260318A061GG00><strong>腾讯科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月18日周三， 腾讯控股 今天公布二零二五年度（“2025年”）经审核综合业绩及截至二零二五年十二月三十一日止第四季（“4Q2025”）未经审核综合业绩。董事会主席兼首席执行官马化腾表示：“2025年我们保持了健康的增长，得益于AI技术提升了我们的广告定向能力及玩家在游戏中的互动，以及云业务收入加速增长并实现了规模化盈利。我们的核心业务富有韧性并产生充足的现金流，为我们加大AI投入提供支撑，包括...</p>\n\n<a href=\"https://news.qq.com/rain/a/20260318A061GG00\">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/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股","TCEHY":"腾讯控股ADR"},"source_url":"https://news.qq.com/rain/a/20260318A061GG00","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139989661","content_text":"3月18日周三， 腾讯控股 今天公布二零二五年度（“2025年”）经审核综合业绩及截至二零二五年十二月三十一日止第四季（“4Q2025”）未经审核综合业绩。董事会主席兼首席执行官马化腾表示：“2025年我们保持了健康的增长，得益于AI技术提升了我们的广告定向能力及玩家在游戏中的互动，以及云业务收入加速增长并实现了规模化盈利。我们的核心业务富有韧性并产生充足的现金流，为我们加大AI投入提供支撑，包括招募顶尖AI人才及升级AI基础设施。我们的混元3.0大语言模型智能水平持续提升，元宝、WorkBuddy及QClaw等AI产品产生实际效用，这些令人鼓舞的初期迹象表明AI投入将为我们开拓新的机遇。人们既享受消费与娱乐，也从创作与高效工作中获得满足感，腾讯深感荣幸，能够提供AI服务全方位赋能用户，助其在这些领域更上一层楼。”2025年财务摘要总收入：同比增长14%，毛利：同比增长21%，按非国际财务报告准则的经营盈利：同比增长18%总收入为人民币7,518亿元，较二零二四年（“同比”）增长14%。毛利为人民币4,226亿元，同比增长21%。按非国际财务报告准则，撇除若干一次性及/或非现金项目的影响，以体现核心业务的业绩：经营盈利为人民币2,807亿元，同比增长18%；经营利润率由去年的36%上升至37%。盈利为人民币2,670亿元，同比增长18%。本公司权益持有人应占盈利为人民币2,596亿元，同比增长17%。每股基本盈利为人民币28.577元，每股摊薄盈利为人民币27.877元。按国际财务报告准则：经营盈利为人民币2,416亿元，同比增长16%；经营利润率为32%，同比稳定。盈利为人民币2,298亿元，同比增长17%。本公司权益持有人应占盈利为人民币2,248亿元，同比增长16%。每股基本盈利为人民币24.749元，每股摊薄盈利为人民币24.153元。资本开支为人民币792亿元，同比增加3%。总现金为人民币 4,949 亿元， 同比增长19%。自由现金流为人民币1,826亿元，同比增长18%。现金净额为人民币1,071亿元，同比增长40%。截至2025年12月31日，我们于上市投资公司（不包括附属公司）权益的公允价值为人民币6,727亿元，相较于截止2025年9月30日的公允价值为人民币8,008亿元。截至2025年12月31日，我们于非上市投资公司（不包括附属公司）权益的账面价值为人民币3,631亿元，相较于截止2025年9月30日的账面价值为人民币3,452亿元。2025年，本公司于香港联交所以约800亿港元的总代价回购约1.534亿股股份。2025年管理层讨论及分析增值服务业务2025年的收入同比增长16%至人民币3,693亿元。本土市场游戏收入为人民币1,642亿元，同比增长18%，得益于近期发布的《三角洲行动》的强劲表现，以及《王者荣耀》、《和平精英》等长青游戏及《无畏契约》系列(个人电脑端及移动端)的收入增长。国际市场游戏收入为人民币774亿元，同比增长33%(按固定汇率计算为32%)，得益于Supercell旗下游戏及《PUBG MOBILE》的收入增长，以及《鸣潮》的增量收入贡献。社交网络收入同比增长5%至人民币1,277亿元，得益于视频号直播服务收入、音乐付费会员收入及手机游戏应用的虚拟道具销售的增长。营销服务2025年的收入同比增长19%至人民币1,450亿元，主要得益于广告价格及广告曝光量增长。广告价格受益于AI驱动的广告定向、广告主使用AI创作更多广告，以及闭环广告的占比持续提升(用户点击后可直达小程序、微信小店或小游戏等原生交易场景)。曝光量增长主要得益于用户对包括视频号及微信搜一搜在内的产品参与度增加，以及广告加载率的小幅提升。年内大多数主要行业的广告主投放均有所增长。金融科技及企业服务2025年的收入同比增长8%至人民币2,294亿元。金融科技服务收入同比以高个位数百分比增长，得益于理财服务、消费贷款服务及商业支付活动的收入增加。企业服务收入同比增长接近20%，得益于国内及海外对包括AI在内的云服务需求的增加，以及由于微信小店交易额上升而带动的商家技术服务费收入的增长。图片2025年业务回顾及展望我们通过《三角洲行动》的突破性成功扩充了长青游戏组合，并强化了《王者荣耀》与《和平精英》等现有长青游戏。受益于长青游戏的持续增长及内容驱动游戏的快速扩张，我们的国际市场游戏年收入突破100亿美元。我们通过在游戏中部署AI，加速了内容制作，改善了用户体验并提升了我们的营销效益。我们升级了广告技术的基础模型，并推出了智能投放产品矩阵腾讯广告AIM+，令我们保持广告加载率远低于同业的同时，营销服务亦取得高于行业的收入增长。视频号受益于升级的内容推荐算法及更丰富的内容生态，总用户使用时长同比增长超过20%。我们提升微信的交易体验和内容生态，推动微信小店、小游戏及其他内容小程序的用户参与度同比快速增长。腾讯视频会员数同比上升，保持了其在中国长视频市场的领先地位。腾讯音乐ARPU和会员数同比提升，巩固了其在中国音乐流媒体市场的领先地位。腾讯云实现规模化盈利，受益于企业AI需求的上升，领先市场的PaaS及SaaS产品贡献的增长，以及供应链的优化。通过深化与持牌金融机构的合作及审慎的风险管理，我们金融科技业务的收入保持了健康增长。受益于专有的数据及丰富的使用场景，我们的混元基础模型在3D生成、文生图和世界模型等多模态能力方面成为了行业领导者。我们通过引进顶尖AI人才升级了团队，建立了系统化提升基础模型智能水平的流程，并在元宝及微信等服务中部署了新的AI能力。2025 年可持续发展的重点表现久久公益节提倡把公益融入到日常生活中，通过社交网络、数字工具及线下的合作伙伴，吸引用户参与了超过5.3亿次的慈善活动。通过科学探索奖和新基石研究员项目，我们至今已资助了超过430名杰出科学家，助力他们追寻基础科研的原创突破。通过改善能源效率，推进转用绿色电力及减少供应链碳排放的举措，我们正如期迈向于2030年前达到碳中和的目标。我们在可持续发展的成效获得广泛认可，被纳入主要的ESG(环境、社会及管治)指数，提升了我们的ESG评级，例如我们的MSCI评级由BBB级提升到A级，以及获得多个ESG奖项。4Q2025财务摘要总收入：同比增长13%，毛利：同比增长19%，按非国际财务报告准则的经营盈利：同比增长17%总收入为人民币1,944亿元，同比增长13%。毛利为人民币1,083亿元，同比增长19%。按非国际财务报告准则，撇除若干一次性及/或非现金项目的影响，以体现核心业务的业绩：经营盈利为人民币695亿元，同比增长17%；经营利润率由去年的34%上升至36%。盈利为人民币667亿元，同比增长18%。本公司权益持有人应占盈利为人民币647亿元，同比增长17%。每股基本盈利为人民币7.144元，每股摊薄盈利为人民币6.966元。按国际财务报告准则：经营盈利为人民币603亿元，同比增长17%；经营利润率由去年的30%提升至31%。盈利为人民币591亿元，同比增长15%。本公司权益持有人应占盈利为人民币583亿元，同比增长14%。每股基本盈利为人民币6.433元，每股摊薄盈利为人民币6.276元。资本开支为人民币196亿元，同比减少46%。4Q2025管理层讨论及分析增值服务业务4Q2025的收入同比增长14%至人民币899亿元。本土市场游戏收入为人民币382亿元，同比增长15%，得益于《三角洲行动》与《无畏契约》系列(个人电脑端及移动端)的收入增长，以及《鸣潮》的增量收入贡献。国际市场游戏收入为人民币211亿元，同比增长32%（按固定汇率计算为31%），主要得益于Supercell旗下游戏及《PUBG MOBILE》的收入增长，以及《鸣潮》的增量收入贡献。社交网络收入同比增长3%至人民币306亿元，反映视频号直播服务收入及音乐付费会员收入的增长。营销服务业务4Q2025的收入为人民币411亿元，同比增长17%。我们对AI驱动的广告定向能力的优化，以及对微信生态系统内闭环营销能力的扩展，推动了广告表现改善和广告单价提升，构成收入增长的主要驱动力。由于用户参与度提高及广告加载率的小幅提升，广告曝光也略有增长。金融科技及企业服务业务4Q2025的收入同比增长8%至人民币608亿元。金融科技服务收入增长主要由于理财服务及商业支付活动的收入增加。企业服务收入同比增速提升至22%，得益于国内及海外市场云服务的收入增加(包括AI相关服务的收入)，以及主要由于微信小店交易额扩大而带动的商家技术服务费收入增长。","news_type":1,"symbols_score_info":{"00700":2,"TCEHY":2}},"isVote":1,"tweetType":1,"viewCount":1448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539167729505704,"gmtCreate":1772653638317,"gmtModify":1772653640825,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"themes":[],"title":"","htmlText":"要相信机构砸盘的实力","listText":"要相信机构砸盘的实力","text":"要相信机构砸盘的实力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539167729505704","isVote":1,"tweetType":1,"viewCount":1746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539120859829096,"gmtCreate":1772642278013,"gmtModify":1772642279866,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ &nbsp;</a>‌听说？阿里千问团队跑路了？难怪一路下跌","listText":"‌<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ &nbsp;</a>‌听说？阿里千问团队跑路了？难怪一路下跌","text":"‌$阿里巴巴(BABA)$ ‌听说？阿里千问团队跑路了？难怪一路下跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539120859829096","isVote":1,"tweetType":1,"viewCount":1904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537316943066544,"gmtCreate":1772199979291,"gmtModify":1772199981532,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"themes":[],"title":"","htmlText":"跌1%也算暴跌，恒生科技跌了多少？","listText":"跌1%也算暴跌，恒生科技跌了多少？","text":"跌1%也算暴跌，恒生科技跌了多少？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537316943066544","repostId":"2614177836","repostType":2,"repost":{"id":"2614177836","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":1772185383,"share":"https://www.laohu8.com/m/news/2614177836?lang=zh_CN&edition=full","pubTime":"2026-02-27 17:43","market":"us","language":"zh","title":"获利了结！外资创纪录卖出韩国股市，单日抛售6.8万亿韩元","url":"https://stock-news.laohu8.com/highlight/detail?id=2614177836","media":"华尔街见闻","summary":"年内暴涨近50%后，韩国股市突遭外资创纪录抛售，单日狂抛6.8万亿韩元终结六连涨！与此同时，本地机构及散户则呈净买入态势。有机构指出，大跌实为技术调整与获利了结，被低估的韩股仍具充足上涨空间。","content":"<html><head></head><body><p>全球投资者周五以创纪录规模抛售韩国股票，为今年以来韩股暴涨近50%后的一次集中获利了结。</p><p>据韩国交易所数据，<strong>外国基金当日常规交易时段净卖出6.8万亿韩元（约47亿美元）的韩国综合股价指数（Kospi）成分股，刷新单日净卖出历史纪录。</strong>受此拖累，Kospi指数下跌1%，终结此前连续六日的上涨势头。与此同时，本地机构及散户投资者则呈净买入态势。</p><p>韩股此番抛售发生在一轮罕见强势行情之后。自去年4月低点算起，Kospi已累计飙涨约170%，表现大幅领跑全球主要市场。本周该指数更突破6000点关口，韩国股市总市值一度超过德国与法国之和，引发海外上市ETF出现异常成交与价格波动。</p><p>首尔Timefolio Investment Management基金经理Kim Namho表示，此次回调主要由月末基准指数再平衡操作及急涨后的获利了结共同触发。他同时指出，&#34;市场普遍认为韩股仍被低估，此次整理之后仍有充足上涨空间。&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/29a626801a1be9a2e62b04bdc8fcfe4c\" tg-width=\"1017\" tg-height=\"954\"/></p><h2 id=\"id_2703919086\">内存繁荣驱动，韩股领跑全球</h2><p>韩股的这轮牛市，背后是全球内存芯片需求的爆发式增长。作为<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>及SK海力士的主要上市地，韩国直接受益于此轮内存景气周期，即便市场对人工智能相关资产的&#34;恐慌性交易&#34;令其他地区股市承压，韩股也大体保持强势。</p><p>Kospi本周突破6000点整数关口，距韩国总统李在明将5000点设定为政治目标的时间点仅过去约一个月，这一进程远超市场预期。</p><p>韩国股市总市值超越欧洲重量级经济体德国与法国，更令国际投资者加速涌入。海外市场寻求布局韩国资产的热情高涨，部分在海外上市的韩国相关ETF因此出现成交量异常放大及价格偏离的情况。</p><h2 id=\"id_1433768263\">月末再平衡叠加获利了结，触发单日纪录抛售</h2><p>分析人士认为，此次外资大规模减持并非趋势性逆转信号，更多反映的是技术性调整压力。Kim Namho指出，月末基准指数的机械式再平衡操作，与急涨行情后的获利兑现行为在同一时间窗口叠加，共同放大了当日的抛售规模。</p><p>值得注意的是，外资净卖出期间，本地机构与散户投资者选择逢低承接，在一定程度上承接了外资的抛压，显示出国内市场对后市走势的相对乐观判断。Kim Namho表示，<strong>市场主流观点仍认为韩股估值偏低，当前调整不改长期向上的逻辑。</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>获利了结！外资创纪录卖出韩国股市，单日抛售6.8万亿韩元</title>\n<style 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17:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>全球投资者周五以创纪录规模抛售韩国股票，为今年以来韩股暴涨近50%后的一次集中获利了结。</p><p>据韩国交易所数据，<strong>外国基金当日常规交易时段净卖出6.8万亿韩元（约47亿美元）的韩国综合股价指数（Kospi）成分股，刷新单日净卖出历史纪录。</strong>受此拖累，Kospi指数下跌1%，终结此前连续六日的上涨势头。与此同时，本地机构及散户投资者则呈净买入态势。</p><p>韩股此番抛售发生在一轮罕见强势行情之后。自去年4月低点算起，Kospi已累计飙涨约170%，表现大幅领跑全球主要市场。本周该指数更突破6000点关口，韩国股市总市值一度超过德国与法国之和，引发海外上市ETF出现异常成交与价格波动。</p><p>首尔Timefolio Investment Management基金经理Kim Namho表示，此次回调主要由月末基准指数再平衡操作及急涨后的获利了结共同触发。他同时指出，&#34;市场普遍认为韩股仍被低估，此次整理之后仍有充足上涨空间。&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/29a626801a1be9a2e62b04bdc8fcfe4c\" tg-width=\"1017\" tg-height=\"954\"/></p><h2 id=\"id_2703919086\">内存繁荣驱动，韩股领跑全球</h2><p>韩股的这轮牛市，背后是全球内存芯片需求的爆发式增长。作为<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>及SK海力士的主要上市地，韩国直接受益于此轮内存景气周期，即便市场对人工智能相关资产的&#34;恐慌性交易&#34;令其他地区股市承压，韩股也大体保持强势。</p><p>Kospi本周突破6000点整数关口，距韩国总统李在明将5000点设定为政治目标的时间点仅过去约一个月，这一进程远超市场预期。</p><p>韩国股市总市值超越欧洲重量级经济体德国与法国，更令国际投资者加速涌入。海外市场寻求布局韩国资产的热情高涨，部分在海外上市的韩国相关ETF因此出现成交量异常放大及价格偏离的情况。</p><h2 id=\"id_1433768263\">月末再平衡叠加获利了结，触发单日纪录抛售</h2><p>分析人士认为，此次外资大规模减持并非趋势性逆转信号，更多反映的是技术性调整压力。Kim Namho指出，月末基准指数的机械式再平衡操作，与急涨行情后的获利兑现行为在同一时间窗口叠加，共同放大了当日的抛售规模。</p><p>值得注意的是，外资净卖出期间，本地机构与散户投资者选择逢低承接，在一定程度上承接了外资的抛压，显示出国内市场对后市走势的相对乐观判断。Kim Namho表示，<strong>市场主流观点仍认为韩股估值偏低，当前调整不改长期向上的逻辑。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcSBqTq-Ud8gerLDQmdpYU5lia_HG8KE16LElw&s","relate_stocks":{"07747":"南方两倍做多三星电子","BK4535":"淡马锡持仓","KORU":"3倍做多韩国ETF-Direxion","07709":"南方两倍做多海力士","EWY":"韩国ETF-iShares MSCI","MKOR":"Matthews Korea Active ETF","FLKR":"Franklin FTSE South Korea 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href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ &nbsp;</a>‌不要慌，只是补跌。巴菲特老爷子才刚刚上车，不会不给面子的","listText":"‌<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ &nbsp;</a>‌不要慌，只是补跌。巴菲特老爷子才刚刚上车，不会不给面子的","text":"‌$谷歌A(GOOGL)$ ‌不要慌，只是补跌。巴菲特老爷子才刚刚上车，不会不给面子的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531738397894224","isVote":1,"tweetType":1,"viewCount":1741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531631693964864,"gmtCreate":1770811980476,"gmtModify":1770811982648,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"themes":[],"title":"","htmlText":"省流：缺少GPU训练不出来","listText":"省流：缺少GPU训练不出来","text":"省流：缺少GPU训练不出来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531631693964864","repostId":"1149441657","repostType":4,"repost":{"id":"1149441657","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":1770810049,"share":"https://www.laohu8.com/m/news/1149441657?lang=zh_CN&edition=full","pubTime":"2026-02-11 19:40","market":"sh","language":"zh","title":"DeepSeek更新新模型，支持最高1M百万Token上下文长度","url":"https://stock-news.laohu8.com/highlight/detail?id=1149441657","media":"老虎资讯综合","summary":"截至目前该版本仍未开放多模态能力。","content":"<html><head></head><body><p>据多名用户反馈，DeepSeek在网页端和App端进行了版本更新，支持最高1M百万Token的上下文长度。不过，截至目前该版本仍未开放多模态能力。</p><p>早前，相关媒体援引知情人士消息称，DeepSeek 春节更可能推出针对V3系列模型的小幅更新。DeepSeek下一代旗舰模型预计将是一款万亿参数级别的基础模型，正因规模大幅跃升，训练速度明显放缓，导致发布进程有所延后。截至发稿，DeepSeek暂未回应版本更新相关问题。（新浪科技）</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>DeepSeek更新新模型，支持最高1M百万Token上下文长度</title>\n<style 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