龙腾虎乐的个人主页 - 老虎社区

龙腾虎乐

龙腾虎乐

暂无个人介绍

IP属地：北京

70关注

46粉丝

0主题

0勋章

03-07

$英伟达(NVDA)$ 直奔160[龇牙] [龇牙]

03-07

高盛没睡醒吧[捂脸] [捂脸] 睁开眼看看，霍尔木兹海峡一时半会儿不可能恢复正常

高盛“逆市看涨”的逻辑：霍尔木兹海峡将在5天后恢复流通，两周内恢复70%，四周后恢复100%

03-06

$英伟达(NVDA)$ 早就预判会破160的[捂脸] [捂脸]

03-02

$英伟达(NVDA)$ 即将破160[捂脸] [捂脸]

02-27

$英伟达(NVDA)$ 大趋势要跌破160了[捂脸] [捂脸]

02-27

焚尸炉[捂脸] [捂脸]

再次为AI信仰充值! OpenAI狂揽1100亿美元 AI烧钱军备竞赛停不下来

02-27

OpenAI玩儿不好就砸个大锅

亚马逊、英伟达和软银向OpenAI注资1100亿美元，AI商业化竞赛再升级

02-27

$英伟达(NVDA)$ 有加杠杆做多的吗[捂脸] [捂脸] [捂脸]

02-27

$英伟达(NVDA)$ 看看今晚能砸到什么位置吧[捂脸] [捂脸]

02-19

$英伟达(NVDA)$ 这是要崩盘吧[捂脸] [捂脸] [捂脸]

02-17

$甲骨文(ORCL)$ 泡泡还能撑多久[捂脸] [捂脸]

01-31

被沃什wash了一把[捂脸] [捂脸]

沃什提名引爆金银“血洗”！盘中白银创纪录跌超35%、黄金跌超10%

01-22

具体怎么报复[捂脸] [捂脸] 说说看[龇牙] [龇牙]

特朗普：如果欧洲抛售美国债券等资产，将面临大规模报复

01-21

$甲骨文(ORCL)$ 这货还得跌[捂脸] [捂脸]

01-07

$英伟达(NVDA)$ 感觉像是强弩之末了[喷血] [喷血]

01-04

目前老黄最大的竞争压力是政治、谷歌等一批正在搞自己AI芯片的公司[开心]

市值31万亿元，AI泡沫难撼英伟达？

2025-12-26

审查算个事儿吗[捂脸] [捂脸]

异动解读 | 特朗普媒体科技集团盘中大跌，因60亿美元核聚变合并案引发监管审查

2025-12-11

$英伟达(NVDA)$ 左脚踩右脚[捂脸] 右脚断了[喷血] [喷血]

2025-12-05

纯忽悠[捂脸] [捂脸]

英伟达黄仁勋：也许两三年内，世界上90%的知识可能会由AI生成

2025-12-04

$英伟达(NVDA)$ 如果解不开芯片贸易限制，这个扣儿就是无解[财迷]

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3482550532367433","uuid":"3482550532367433","gmtCreate":1519456511233,"gmtModify":1707724242584,"name":"龙腾虎乐","pinyin":"lthllongtenghule","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","hat":"https://static.tigerbbs.com/622fc56f7e67b5729addb4e78a195511","hatId":"shopping-57dfd159baf8b5726fff175b6a25ffe1","hatName":"PICK头像框","vip":1,"status":2,"fanSize":46,"headSize":70,"tweetSize":1227,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.08.18","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.23","exceedPercentage":"93.47%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.78%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.08.18","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":1,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":539931561022432,"gmtCreate":1772837371766,"gmtModify":1772837373588,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 直奔160[龇牙]&nbsp; [龇牙]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 直奔160[龇牙]&nbsp; [龇牙]&nbsp;&nbsp;","text":"$英伟达(NVDA)$ 直奔160[龇牙] [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539931561022432","isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539931565986896,"gmtCreate":1772837300860,"gmtModify":1772837303673,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"高盛没睡醒吧[捂脸]&nbsp; [捂脸]&nbsp; 睁开眼看看，霍尔木兹海峡一时半会儿不可能恢复正常","listText":"高盛没睡醒吧[捂脸]&nbsp; [捂脸]&nbsp; 睁开眼看看，霍尔木兹海峡一时半会儿不可能恢复正常","text":"高盛没睡醒吧[捂脸] [捂脸] 睁开眼看看，霍尔木兹海峡一时半会儿不可能恢复正常","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539931565986896","repostId":"2617934495","repostType":2,"repost":{"id":"2617934495","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":1772677854,"share":"https://www.laohu8.com/m/news/2617934495?lang=zh_CN&edition=full","pubTime":"2026-03-05 10:30","market":"hk","language":"zh","title":"高盛“逆市看涨”的逻辑：霍尔木兹海峡将在5天后恢复流通，两周内恢复70%，四周后恢复100%","url":"https://stock-news.laohu8.com/highlight/detail?id=2617934495","media":"华尔街见闻","summary":"中东局势动荡之际，高盛逆势唱多，其策略团队认为强劲的经济和企业基本面意味着近期的市场回调是买入机会，这背后更有对霍尔木兹海峡流通短期内恢复的乐观预期。高盛首席石油策略师Daan Struyven预计，霍尔木兹海峡原油运输将在未来5天内维持目前的极低水平，随后在两周内恢复至正常运量的70%，并于四周后实现100%的全面常态化。","content":"<html><head></head><body><p>全球市场动荡之际，高盛逆势看涨，认为近期的市场回调是买入机会，而非长期熊市的开端，这背后是该机构对霍尔木兹<a href=\"https://laohu8.com/S/002320\">海峡</a>“四周恢复”流通的乐观预期。</p><p>华尔街见闻此前提及 ，由Peter Oppenheimer领导的高盛策略团队在周三一份报告中写道，尽管风险资产正面临来自中东战争以及AI颠覆性影响所引发担忧的“重大阻力”，但经济基本面的韧性以及企业盈利的强劲增长，意味着此次回调的深度和持续时间都将受到限制。</p><p>高盛对全球市场的乐观很大程度上建立在对能源供应链有望快速修复的预期之上。</p><p>高盛首席石油策略师Daan Struyven预计，<strong>受阻的霍尔木兹海峡原油运输将在未来5天内维持目前的极低水平，随后在两周内恢复至正常运量的70%，并于四周后实现100%的全面常态化。</strong></p><h2 id=\"id_1761801129\">海峡流量恢复路径与仓储压力</h2><p>高盛对霍尔木兹海峡的流量恢复设定了具体的时间表。该行假设，海峡的石油出口将在额外5天内保持在当前水平（约为正常水平的15%），然后在接下来的两周内逐步恢复到70%，并在随后的两周内达到100%。</p><p>在出口受阻的背景下，中东产油国面临严峻的仓储压力。高盛估计，沙特阿拉伯，阿联酋，伊拉克，科威特，卡塔尔和伊朗的可用原油陆上储能共计约6亿桶，而在中断开始前闲置产能仅略超3亿桶。在完全关闭的情况下，这部分闲置产能仅能容纳约23天的“受困”原油。</p><p><strong>报告强调，即使海峡出口仅下降85%，产量的实质性削减也会在23天期限到来之前发生</strong>。当原油库存水平开始接近存储极限时，生产将被迫逐渐减少。特别是像伊拉克这样存储缓冲较小的国家，将在更早的阶段面临系统拥堵并率先减产。</p><h2 id=\"id_971813177\">供需预期推高二季度油价</h2><p>此前因“结构性供过于求”而对油价持悲观态度的多家投行，近期开始密集上调目标价。Daan Struyven 也在最新报告中表示，市场正在消化混合信号，海峡流量可能逐渐恢复带来了一定缓解，但减产证据的增加也重新引发了担忧。</p><p>基于上述判断，<strong>高盛将第二季度布伦特原油平均价格预测上调10美元至76美元/桶，并将WTI原油预测上调9美元至71美元/桶。</strong></p><p>报告指出，上调预测主要基于两个原因：首先，海峡出口受阻将导致经合组织（OECD）的商业库存大幅下降，并在3月份造成中东原油产量估计减少2亿桶；其次，挥之不去的地缘政治不确定性将继续支撑风险溢价。</p><h2 id=\"id_2443091846\">长期价格回归与双向风险</h2><p>尽管短期内油价受到强力支撑，高盛对远期油价的调整幅度相对有限。</p><p>该行将布伦特原油2026年第四季度的预测从60美元上调至66美元，并将2027年预测从65美元上调至70美元。高盛预计，随着中断影响消退，市场将重返供过于求的状态，布伦特现货价格将从目前的82美元降至2026年第四季度的66美元。这一回落反映了13美元风险溢价的逐渐消退，以及公允价值下降3美元。</p><p>高盛提示，当前价格预测的风险仍显著偏向上行。例如，如果霍尔木兹海峡的流量在额外5周内保持低位，布伦特油价可能触及100美元，以通过大规模的需求破坏来防止库存跌至临界水平。</p><p><strong>然而，下行风险同样不容忽视。</strong>市场分析指出，如果特朗普的护航计划或多方外交努力见效，促使海峡流量以快于预期的速度恢复，目前的风险溢价将迅速蒸发。一旦观察到船只恢复通行，布伦特油价可能面临12至15美元的大幅暴跌。</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>高盛“逆市看涨”的逻辑：霍尔木兹海峡将在5天后恢复流通，两周内恢复70%，四周后恢复100%</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高盛“逆市看涨”的逻辑：霍尔木兹海峡将在5天后恢复流通，两周内恢复70%，四周后恢复100%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-05 10:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3766764><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球市场动荡之际，高盛逆势看涨，认为近期的市场回调是买入机会，而非长期熊市的开端，这背后是该机构对霍尔木兹海峡“四周恢复”流通的乐观预期。华尔街见闻此前提及 ，由Peter Oppenheimer领导的高盛策略团队在周三一份报告中写道，尽管风险资产正面临来自中东战争以及AI颠覆性影响所引发担忧的“重大阻力”，但经济基本面的韧性以及企业盈利的强劲增长，意味着此次回调的深度和持续时间都将受到限制。高盛...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3766764\">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/8c6674a050e6b7b1bee5ac723e7f27ea","relate_stocks":{"BK4127":"投资银行业与经纪业","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","SQQQ":"纳指三倍做空ETF","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","BK4516":"特朗普概念",".DJI":"道琼斯","QQQ":"纳指100ETF","TQQQ":"纳指三倍做多ETF","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC",".IXIC":"NASDAQ Composite","BK4504":"桥水持仓","LU0106831901.USD":"贝莱德世界金融基金A2","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H",".SPX":"S&P 500 Index","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","VIX":"标普500波动率指数","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","BK4552":"Archegos爆仓风波概念","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","SPY":"标普500ETF","VXX":"短期VIX期货ETN","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","LU0251142724.SGD":"Fidelity America A-SGD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","BK4585":"ETF&股票定投概念","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","VIXY":"波动率短期期货指数ETF"},"source_url":"https://wallstreetcn.com/articles/3766764","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2617934495","content_text":"全球市场动荡之际，高盛逆势看涨，认为近期的市场回调是买入机会，而非长期熊市的开端，这背后是该机构对霍尔木兹海峡“四周恢复”流通的乐观预期。华尔街见闻此前提及 ，由Peter Oppenheimer领导的高盛策略团队在周三一份报告中写道，尽管风险资产正面临来自中东战争以及AI颠覆性影响所引发担忧的“重大阻力”，但经济基本面的韧性以及企业盈利的强劲增长，意味着此次回调的深度和持续时间都将受到限制。高盛对全球市场的乐观很大程度上建立在对能源供应链有望快速修复的预期之上。高盛首席石油策略师Daan Struyven预计，受阻的霍尔木兹海峡原油运输将在未来5天内维持目前的极低水平，随后在两周内恢复至正常运量的70%，并于四周后实现100%的全面常态化。海峡流量恢复路径与仓储压力高盛对霍尔木兹海峡的流量恢复设定了具体的时间表。该行假设，海峡的石油出口将在额外5天内保持在当前水平（约为正常水平的15%），然后在接下来的两周内逐步恢复到70%，并在随后的两周内达到100%。在出口受阻的背景下，中东产油国面临严峻的仓储压力。高盛估计，沙特阿拉伯，阿联酋，伊拉克，科威特，卡塔尔和伊朗的可用原油陆上储能共计约6亿桶，而在中断开始前闲置产能仅略超3亿桶。在完全关闭的情况下，这部分闲置产能仅能容纳约23天的“受困”原油。报告强调，即使海峡出口仅下降85%，产量的实质性削减也会在23天期限到来之前发生。当原油库存水平开始接近存储极限时，生产将被迫逐渐减少。特别是像伊拉克这样存储缓冲较小的国家，将在更早的阶段面临系统拥堵并率先减产。供需预期推高二季度油价此前因“结构性供过于求”而对油价持悲观态度的多家投行，近期开始密集上调目标价。Daan Struyven 也在最新报告中表示，市场正在消化混合信号，海峡流量可能逐渐恢复带来了一定缓解，但减产证据的增加也重新引发了担忧。基于上述判断，高盛将第二季度布伦特原油平均价格预测上调10美元至76美元/桶，并将WTI原油预测上调9美元至71美元/桶。报告指出，上调预测主要基于两个原因：首先，海峡出口受阻将导致经合组织（OECD）的商业库存大幅下降，并在3月份造成中东原油产量估计减少2亿桶；其次，挥之不去的地缘政治不确定性将继续支撑风险溢价。长期价格回归与双向风险尽管短期内油价受到强力支撑，高盛对远期油价的调整幅度相对有限。该行将布伦特原油2026年第四季度的预测从60美元上调至66美元，并将2027年预测从65美元上调至70美元。高盛预计，随着中断影响消退，市场将重返供过于求的状态，布伦特现货价格将从目前的82美元降至2026年第四季度的66美元。这一回落反映了13美元风险溢价的逐渐消退，以及公允价值下降3美元。高盛提示，当前价格预测的风险仍显著偏向上行。例如，如果霍尔木兹海峡的流量在额外5周内保持低位，布伦特油价可能触及100美元，以通过大规模的需求破坏来防止库存跌至临界水平。然而，下行风险同样不容忽视。市场分析指出，如果特朗普的护航计划或多方外交努力见效，促使海峡流量以快于预期的速度恢复，目前的风险溢价将迅速蒸发。一旦观察到船只恢复通行，布伦特油价可能面临12至15美元的大幅暴跌。","news_type":1,"symbols_score_info":{"BZmain":2,"VIXmain":2,"SPY":2,"TQQQ":2,"QQQ":2,"SQQQ":2,".SPX":2,".DJI":2,"VIXY":2,".IXIC":2,"CLmain":2,"VIX":2,"VXX":2}},"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539503319585520,"gmtCreate":1772732740559,"gmtModify":1772732742208,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 早就预判会破160的[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 早就预判会破160的[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"$英伟达(NVDA)$ 早就预判会破160的[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539503319585520","isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538356009841832,"gmtCreate":1772455568429,"gmtModify":1772455570411,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 即将破160[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 即将破160[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"$英伟达(NVDA)$ 即将破160[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538356009841832","isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537346193118744,"gmtCreate":1772207121444,"gmtModify":1772207123054,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 大趋势要跌破160了[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 大趋势要跌破160了[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"$英伟达(NVDA)$ 大趋势要跌破160了[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537346193118744","isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537338592748968,"gmtCreate":1772207071726,"gmtModify":1772207073986,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"焚尸炉[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","listText":"焚尸炉[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"焚尸炉[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537338592748968","repostId":"2614852606","repostType":2,"repost":{"id":"2614852606","kind":"news","pubTimestamp":1772203080,"share":"https://www.laohu8.com/m/news/2614852606?lang=zh_CN&edition=full","pubTime":"2026-02-27 22:38","market":"us","language":"zh","title":"再次为AI信仰充值! OpenAI狂揽1100亿美元 AI烧钱军备竞赛停不下来","url":"https://stock-news.laohu8.com/highlight/detail?id=2614852606","media":"智通财经","summary":"智通财经APP获悉，风靡全球的ChatGPT开发者、全球AI应用领军者OpenAI已完成一笔价值高达1100亿美元的超大规模融资交易，这家AI初创独角兽的估值则达到惊人的7300亿美元。OpenAI还将在未来八年内额外向亚马逊云计算服务投入1000亿美元，这意味着去年的一份协议得到大幅升级。","content":"<html><body><p>智通财经APP获悉，风靡全球的ChatGPT开发者、全球AI应用领军者OpenAI已完成一笔价值高达1100亿美元的超大规模融资交易，这家AI初创独角兽的估值则达到惊人的7300亿美元。这是这家ChatGPT开发者迄今规模最大一轮融资，并为其在获取更大规模AI算力资源和更多全球顶级人才以推进人工智能开发的高成本投入方面提供重大支持，攸关AI算力支出的这笔超大规模筹资可谓与支撑美股超级牛市“AI信仰”密切关联，全球投资者近年来围绕“人工智能投资主题”的愈发狂热AI信仰扮演了牛市行情最核心同时也是最强大的看涨驱动力。</p><p>OpenAI周五表示，美国电商与云计算领军者<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)在本轮融资中投资了500亿美元，这是这家电商与云计算巨头迄今对任何公司投入金额最大的一笔投资。该公司还表示，<a href=\"https://laohu8.com/S/SFTBY\">软银集团</a>以及“AI芯片超级霸主”<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)各自投资了300亿美元。</p><p>值得注意的是。该公司新的7300亿美元估值不包括此次募集的资金。融资完成后，其估值现已达到约8400亿美元。</p><p>OpenAI敲定1100亿美元融资以及高达7300亿美元融资前估值，并且亚马逊、软银与英伟达集体斥巨资支持OpenAI的人工智能雄心壮志;同时，市场仍然在积极围绕AI“大规模烧钱换算力”的AI算力投资主题展开交易。</p><p><strong>互联网泡沫时代的循环交易模式再起？</strong></p><p>OpenAI及其最强大竞争对手——近期令全球软件股估值遭遇重创的Anthropic PBC今年都加快了融资步伐，以支持其在最顶级AI人才、AI芯片等算力基础设施和AI数据中心大规模建设进程方面的高成本押注，从而支撑其人工智能应用的快速发展进程。这两家AI初创公司还开始越来越大规模地接触一批重叠的风险投资基金和大型科技投资机构们。</p><p>比如，来自亚马逊的大额投资——亚马逊长期以来一直是Anthropic的强力支持者，也进一步加深了其与OpenAI的关系。根据协议的一部分，OpenAI将使用亚马逊自研AI ASIC算力基础设施系列产品线Trainium，并与亚马逊联合为该巨头自身人工智能工程团队开发定制化的AI大模型。OpenAI还将在未来八年内额外向亚马逊云计算服务(即AWS)投入1000亿美元，这意味着去年的一份协议得到大幅升级。此前在去年11月，两家公司曾宣布一项重要协议，根据该协议，这家模型开发商将在七年内使用约380亿美元的AWS服务。</p><p>OpenAI首席执行官萨姆·奥尔特曼(Sam Altman)周五在接受媒体采访时表示：“亚马逊能够在新增需求和市场机会方面为我们带来很多东西。”亚马逊首席执行官安迪·贾西(Andy Jassy)则表示，这项大规模交易“将在很长一段时间内为亚马逊带来良好收益与回报”。</p><p>另一美国科技巨头<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)长期以来是OpenAI最大规模的云计算、AI算力基础设施以及投资资金支持者之一，也曾是其独家云端AI算力基础设施合作伙伴。微软表示，其与这家开发商的关系依然稳固。两家公司周五在一份联合声明中表示：“今天的这些声明丝毫不会改变微软与OpenAI长期合作关系的条款。”</p><p>Anthropic本月早些时候在一轮融资中筹集了约300亿美元，投资者包括英伟达和微软。该轮融资意味着市场对于Anthropic的估值达到3800亿美元，其中包含此次募集的大规模资金。</p><p><strong><span>AI信仰 VS AI泡沫</span></strong></p><p>这些融资承诺标志着领先AI初创公司与芯片及云计算供应商之间“循环融资交易”的最新案例。此类合作关系旨在确保全球范围的这些最顶尖AI开发者们能够满足其无比庞大的AI算力基础设施需求，但风险在于，如果实际的AI算力需求未能达到当前的极高预期，这类交易可能会放大损失并且导致“AI泡沫”彻底破灭，进而引发全球股票市场暴跌。</p><p>奥尔特曼在接受媒体最新采访时淡化了此类安排的风险。奥尔特曼表示：“我理解这种担忧从何而来。只有当新的营收源源不断流入整个AI生态系统时，这件事才有意义。”他强调，他的大部分精力都放在努力获取更大规模AI算力基础设施，以满足ChatGPT及OpenAI其他AI应用产品的天量级别需求。</p><p>对于近年来屡创历史新高且踏入新一轮长期牛市轨迹的美股市场以及MSCI全球股市基准股票指数而言，全球投资者们近年来始终围绕“人工智能投资主题”的愈发狂热“AI信仰”扮演了牛市行情最核心同时也是最强大的看涨驱动力，可以说只要这股“AI信仰”浪潮继续火热且持续席卷全球股票市场，美股乃至全球股市牛市将继续上演无比强劲的牛市狂热曲线。</p><p><a href=\"https://laohu8.com/S/161125\">标普500</a>指数在过去三年累计上涨约30万亿美元的“超级牛市行情”，很大程度由全球最大规模科技巨头们(即美股七大科技巨头)所驱动，同时也在很大程度上由那些大幅受益于全球范围AI算力基础设施超大规模投入的芯片公司们(比如<a href=\"https://laohu8.com/S/MU\">美光</a>、<a href=\"https://laohu8.com/S/TSM\">台积电</a>与<a href=\"https://laohu8.com/S/AVGO\">博通</a>等)、存储产品三巨头(<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>与希捷)以及电力系统供应商们(比如<a href=\"https://laohu8.com/S/CEG\">Constellation</a> Energy)所强劲推动。</p><p>美国银行近日发布的研报显示，全球AI军备竞赛仍处于“早期到中期阶段”;全球最大规模资产管理巨头之一的先锋领航近日在一份研究报告中指出，人工智能投资周期可能仅完成了最终峰值的30%-40%，然而，该资管巨头表示，大型科技股回调的风险确实正在增加。</p><p>在华尔街巨头<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、花旗、Loop Capital以及Wedbush看来，以AI算力硬件为核心的全球人工智能基础设施投资浪潮远远未完结，现在仅仅处于开端，在前所未有的“AI推理端算力需求风暴”推动之下，持续至2030年的这一轮全球整体AI基础设施投资浪潮规模有望高达3万亿至4万亿美元。</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>再次为AI信仰充值! OpenAI狂揽1100亿美元 AI烧钱军备竞赛停不下来</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再次为AI信仰充值! OpenAI狂揽1100亿美元 AI烧钱军备竞赛停不下来\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-27 22:38 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1408515.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，风靡全球的ChatGPT开发者、全球AI应用领军者OpenAI已完成一笔价值高达1100亿美元的超大规模融资交易，这家AI初创独角兽的估值则达到惊人的7300亿美元。这是这家ChatGPT开发者迄今规模最大一轮融资，并为其在获取更大规模AI算力资源和更多全球顶级人才以推进人工智能开发的高成本投入方面提供重大支持，攸关AI算力支出的这笔超大规模筹资可谓与支撑美股超级牛市“AI信仰...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1408515.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4566":"资本集团","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","BK4504":"桥水持仓","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","NVD2.UK":"2X NVIDIA ETP","BK4561":"索罗斯持仓","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU1032955483.USD":"NORDEA 1 STABLE RETURN \"HB\" (USDHDG) ACC","NVD3.UK":"LS 3X NVIDIA","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","NVDS.UK":"LS -1X NVIDIA","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU1564329115.USD":"Blackrock Dynamic High Income A6 USD","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0894486033.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) INC MF","LU1564329461.SGD":"Blackrock Dynamic High Income A6 SGD-H","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU0894485498.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","3NVD.UK":"LS 3X NVIDIA","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0861579265.USD":"联博低波幅策略股票基金A","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0109392836.USD":"富兰克林科技股A","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","BK4543":"AI","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU1188199696.SGD":"Schroder ISF Global Multi-Asset Income A Dis SGD","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","BK4516":"特朗普概念","LU0444971666.USD":"天利全球科技基金","LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","SNVD.UK":"LS -1X NVIDIA","BK4592":"伊斯兰概念","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","BK4549":"软银资本持仓","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0960925559.SGD":"Schroder ISF Global Multi-Asset Income A Acc SGD","BK4548":"巴美列捷福持仓","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0879622024.SGD":"Schroder ISF Global Multi-Asset Income A Dis SGD-H","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4554":"元宇宙及AR概念","AIYY":"YIELDMAX AI OPTION INCOME STRATEGY ETF","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","AMZN":"亚马逊","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","BK4559":"巴菲特持仓","BK4596":"哈里斯概念","LU0823411888.USD":"法巴消费创新基金 Cap","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4550":"红杉资本持仓","LU0882574139.USD":"富达环球消费行业基金A ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU1228905037.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) ACC","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU1228905540.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC 2","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","BK4529":"IDC概念","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","LU0557290698.USD":"施罗德环球可持续增长基金","BK4528":"SaaS概念","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1883839398.USD":"AMUNDI FUNDS INCOME OPPORTUNITIES \"A2\" (USD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4605":"半导体精选","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414478.USD":"法巴经典能源转换基金","BK4608":"AI应用概念股","LU1032466523.USD":"高盛全球多资产收益组合Acc","LU1043141396.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) ACC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0323240290.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AD\" INC","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","BK4525":"远程办公概念","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1236620750.USD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (USD) INC","BK4604":"机器人概念","BK4524":"宅经济概念","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU1043141123.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) INC 2","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1236620834.HKD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (HKD) INC","BK4527":"明星科技股","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU0994945656.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC 2","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1989763005.USD":"东方汇理教育基金A2 Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4612":"AI芯片","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","BK4614":"Manus概念股","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU0080751232.USD":"富达环球多元动力基金A","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4532":"文艺复兴科技持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","BK4535":"淡马锡持仓","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","AMZD":"1倍做空AMZN ETF-Direxion","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1181866309.USD":"摩根大通环球策略总报酬基金A (acc)","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2317271919.USD":"BGF FUTURE CONSUMER \"A2\" (USD) ACC","BK4538":"云计算","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2279689827.SGD":"JPMorgan Investment Funds - Global Income Sustainable A (mth) SGD-H","AMZP":"KURV YIELD PREMIUM STRATEGY AMAZON (AMZN) ETF","NVDA":"英伟达","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1803068623.USD":"TEMPLETON GLOBAL CLIMATE CHANGE \"AH1\" (USDHDG) ACC","LU0095938881.EUR":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) EUR","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","AMZU":"2倍做多AMZN ETF-Direxion","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU1340139317.AUD":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) AUD-H","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","AMZW":"Roundhill AMZN WeeklyPay™ ETF","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU1334329650.SGD":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","AMZY":"AMZN期权收益策略ETF-YieldMax","BK4023":"应用软件","BK4097":"系统软件","AMZZ":"2倍做多AMZN ETF-GraniteShares","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","ANV":"GraniteShares Autocallable NVDA ETF","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","BK4507":"流媒体概念","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1221951046.USD":"NORDEA 1 STABLE RETURN \"HM\" (USDHDG) INC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU1221951129.SGD":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","BK4567":"ESG概念","LU1670710588.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","BK4503":"景林资产持仓","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","LU1196500208.SGD":"NORDEA STABLE RETURN \"HB\" (SGDHDG) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU0171293334.USD":"贝莱德英国基金A2","LU0238689110.USD":"贝莱德环球动力股票基金","LU0072462426.USD":"贝莱德全球配置 A2","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU1697837992.HKD":"BGF DYNAMIC HIGH INCOME \"A6\" (HKDHDG) INC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4122":"互联网与直销零售","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0426417589.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU1564329032.USD":"BGF DYNAMIC HIGH INCOME \"A2\" (USD) ACC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU1732800096.USD":"摩根大通环球收益基金A (irc)","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU0545562505.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4587":"ChatGPT概念","2NVD.UK":"2X NVIDIA ETP","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","BK4588":"碎股","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0871640123.AUD":"BGF GLOBAL MULTI-ASSET INC \"A8\" (AUD HDG) INC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0323239441.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AC\" ACC","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU1989773731.SGD":"CPR Invest - Education A2 Acc SGD-H","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","AZYY":"GraniteShares YieldBOOST AMZN ETF","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU2092937221.SGD":"Blackrock Circular Economy A2 SGD-H","LU1235295455.SGD":"Fidelity Global Multi Asset Growth & Income A-ACC-SGD","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","BK4220":"综合零售","NVD":"2倍做空NVDA ETF-GraniteShares","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","NVDB":"ProShares Ultra NVDA ETF","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","NVDD":"1倍做空NVDA ETF-Direxion","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","BK4576":"AR","NVDG":"2倍做多NVDA ETF- Leverage Shares","LU1564329628.SGD":"Blackrock Dynamic High Income A2 SGD-H","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","BK4577":"网络游戏","NVDQ":"2倍做空NVDA ETF-T-Rex","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","NVDS":"1.5倍做空NVDA ETF-Tradr","BK4579":"人工智能","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","NVDU":"2倍做多NVDA ETF-Direxion","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","NVDW":"NVDA周配息ETF-Roundhill","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","NVDX":"2倍做多NVDA ETF-T-Rex","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","BK4581":"高盛持仓","NVDY":"NVDA期权收益策略ETF-YieldMax","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","NVII":"Rex NVDA Growth & Income ETF","NVIW.SI":"NVDA 3xLongSG261006","SG9999001077.SGD":"United International Growth Fund SGD","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) ACC","LU2041044095.USD":"Blackrock Circular Economy A2 USD","LU1548497426.USD":"安联环球人工智能AT Acc","LU0426412945.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU0757359368.USD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (USD)  ACC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU0757359954.USD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (USD) INC MF","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","SG9999002232.USD":"Allianz Global High Payout USD","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","MSFD":"1倍做空MSFT ETF-Direxion","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","MSFL":"2倍做多MSFT ETF-GraniteShares","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","MSFO":"MSFT期权收益策略ETF-YieldMax","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","MSFU":"2倍做多MSFT ETF-Direxion","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","USAW.SI":"AMZN 3xLongSG261006","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","MSFW":"Roundhill MSFT WeeklyPay ETF","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","MSFX":"2倍做多MSFT ETF-T-Rex","DIPS":"做空NVDA期权收益策略ETF-YieldMax","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2211817866.USD":"Allianz Food Security AT Acc USD","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1408515.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2614852606","content_text":"智通财经APP获悉，风靡全球的ChatGPT开发者、全球AI应用领军者OpenAI已完成一笔价值高达1100亿美元的超大规模融资交易，这家AI初创独角兽的估值则达到惊人的7300亿美元。这是这家ChatGPT开发者迄今规模最大一轮融资，并为其在获取更大规模AI算力资源和更多全球顶级人才以推进人工智能开发的高成本投入方面提供重大支持，攸关AI算力支出的这笔超大规模筹资可谓与支撑美股超级牛市“AI信仰”密切关联，全球投资者近年来围绕“人工智能投资主题”的愈发狂热AI信仰扮演了牛市行情最核心同时也是最强大的看涨驱动力。OpenAI周五表示，美国电商与云计算领军者亚马逊(AMZN.US)在本轮融资中投资了500亿美元，这是这家电商与云计算巨头迄今对任何公司投入金额最大的一笔投资。该公司还表示，软银集团以及“AI芯片超级霸主”英伟达(NVDA.US)各自投资了300亿美元。值得注意的是。该公司新的7300亿美元估值不包括此次募集的资金。融资完成后，其估值现已达到约8400亿美元。OpenAI敲定1100亿美元融资以及高达7300亿美元融资前估值，并且亚马逊、软银与英伟达集体斥巨资支持OpenAI的人工智能雄心壮志;同时，市场仍然在积极围绕AI“大规模烧钱换算力”的AI算力投资主题展开交易。互联网泡沫时代的循环交易模式再起？OpenAI及其最强大竞争对手——近期令全球软件股估值遭遇重创的Anthropic PBC今年都加快了融资步伐，以支持其在最顶级AI人才、AI芯片等算力基础设施和AI数据中心大规模建设进程方面的高成本押注，从而支撑其人工智能应用的快速发展进程。这两家AI初创公司还开始越来越大规模地接触一批重叠的风险投资基金和大型科技投资机构们。比如，来自亚马逊的大额投资——亚马逊长期以来一直是Anthropic的强力支持者，也进一步加深了其与OpenAI的关系。根据协议的一部分，OpenAI将使用亚马逊自研AI ASIC算力基础设施系列产品线Trainium，并与亚马逊联合为该巨头自身人工智能工程团队开发定制化的AI大模型。OpenAI还将在未来八年内额外向亚马逊云计算服务(即AWS)投入1000亿美元，这意味着去年的一份协议得到大幅升级。此前在去年11月，两家公司曾宣布一项重要协议，根据该协议，这家模型开发商将在七年内使用约380亿美元的AWS服务。OpenAI首席执行官萨姆·奥尔特曼(Sam Altman)周五在接受媒体采访时表示：“亚马逊能够在新增需求和市场机会方面为我们带来很多东西。”亚马逊首席执行官安迪·贾西(Andy Jassy)则表示，这项大规模交易“将在很长一段时间内为亚马逊带来良好收益与回报”。另一美国科技巨头微软(MSFT.US)长期以来是OpenAI最大规模的云计算、AI算力基础设施以及投资资金支持者之一，也曾是其独家云端AI算力基础设施合作伙伴。微软表示，其与这家开发商的关系依然稳固。两家公司周五在一份联合声明中表示：“今天的这些声明丝毫不会改变微软与OpenAI长期合作关系的条款。”Anthropic本月早些时候在一轮融资中筹集了约300亿美元，投资者包括英伟达和微软。该轮融资意味着市场对于Anthropic的估值达到3800亿美元，其中包含此次募集的大规模资金。AI信仰 VS AI泡沫这些融资承诺标志着领先AI初创公司与芯片及云计算供应商之间“循环融资交易”的最新案例。此类合作关系旨在确保全球范围的这些最顶尖AI开发者们能够满足其无比庞大的AI算力基础设施需求，但风险在于，如果实际的AI算力需求未能达到当前的极高预期，这类交易可能会放大损失并且导致“AI泡沫”彻底破灭，进而引发全球股票市场暴跌。奥尔特曼在接受媒体最新采访时淡化了此类安排的风险。奥尔特曼表示：“我理解这种担忧从何而来。只有当新的营收源源不断流入整个AI生态系统时，这件事才有意义。”他强调，他的大部分精力都放在努力获取更大规模AI算力基础设施，以满足ChatGPT及OpenAI其他AI应用产品的天量级别需求。对于近年来屡创历史新高且踏入新一轮长期牛市轨迹的美股市场以及MSCI全球股市基准股票指数而言，全球投资者们近年来始终围绕“人工智能投资主题”的愈发狂热“AI信仰”扮演了牛市行情最核心同时也是最强大的看涨驱动力，可以说只要这股“AI信仰”浪潮继续火热且持续席卷全球股票市场，美股乃至全球股市牛市将继续上演无比强劲的牛市狂热曲线。标普500指数在过去三年累计上涨约30万亿美元的“超级牛市行情”，很大程度由全球最大规模科技巨头们(即美股七大科技巨头)所驱动，同时也在很大程度上由那些大幅受益于全球范围AI算力基础设施超大规模投入的芯片公司们(比如美光、台积电与博通等)、存储产品三巨头(闪迪、西部数据与希捷)以及电力系统供应商们(比如Constellation Energy)所强劲推动。美国银行近日发布的研报显示，全球AI军备竞赛仍处于“早期到中期阶段”;全球最大规模资产管理巨头之一的先锋领航近日在一份研究报告中指出，人工智能投资周期可能仅完成了最终峰值的30%-40%，然而，该资管巨头表示，大型科技股回调的风险确实正在增加。在华尔街巨头摩根士丹利、花旗、Loop Capital以及Wedbush看来，以AI算力硬件为核心的全球人工智能基础设施投资浪潮远远未完结，现在仅仅处于开端，在前所未有的“AI推理端算力需求风暴”推动之下，持续至2030年的这一轮全球整体AI基础设施投资浪潮规模有望高达3万亿至4万亿美元。","news_type":1,"symbols_score_info":{"NVD3.UK":0.6,"USAW.SI":0.6,"NVD2.UK":0.6,"MSFX":0.6,"NVII":0.6,"MSFD":0.6,"ANV":0.6,"SNVD.UK":0.6,"MSFO":0.6,"MSFL":0.6,"NVDS":0.6,"AMZU":0.6,"AIYY":0.6,"AMZZ":0.6,"NVDX":0.6,"NVDQ":0.6,"AMZY":0.6,"MSFY":0.6,"AMZP":0.6,"NVDB":0.6,"NVDW":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6,"AZYY":0.6,"AMZN":1.91,"NVDA":1.87,"DIPS":0.6,"NVDD":0.6,"AMZD":0.6,"NVD":0.6,"NVDG":0.6,"NVDS.UK":0.6,"NVDU":0.6,"MSFW":0.6,"AMZW":0.6,"NVIW.SI":0.6,"MSFU":0.6,"NVDY":0.6}},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537338389124472,"gmtCreate":1772207019642,"gmtModify":1772207022497,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"OpenAI玩儿不好就砸个大锅","listText":"OpenAI玩儿不好就砸个大锅","text":"OpenAI玩儿不好就砸个大锅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537338389124472","repostId":"1105770359","repostType":2,"repost":{"id":"1105770359","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":1772206157,"share":"https://www.laohu8.com/m/news/1105770359?lang=zh_CN&edition=full","pubTime":"2026-02-27 23:29","market":"us","language":"zh","title":"亚马逊、英伟达和软银向OpenAI注资1100亿美元，AI商业化竞赛再升级","url":"https://stock-news.laohu8.com/highlight/detail?id=1105770359","media":"老虎资讯综合","summary":"要点概览OpenAI成功融资1100亿美元，公司估值飙升至7300亿美元，较2025年3月的3000亿美元大幅增长。OpenAI披露其2025年年度经常性收入达到200亿美元，每周活跃用户达9亿，同时正与英伟达和亚马逊合作扩建基础设施。OpenAI表示，后续预计还会有更多投资者加入。此次融资也进一步巩固了亚马逊与OpenAI的关系。在亚马逊宣布的投资额中，仅有150亿美元将立即到位。xAI在1月份表示已从投资者处筹集200亿美元，但近期已被SpaceX收购。","content":"<html><head></head><body><p style=\"text-align: start;\"><strong>要点概览</strong></p><ul style=\"\"><li><p>OpenAI成功融资1100亿美元，公司估值飙升至7300亿美元，较2025年3月的3000亿美元大幅增长。</p></li><li><p>OpenAI披露其2025年年度经常性收入达到200亿美元，每周活跃用户达9亿，同时正与英伟达和亚马逊合作扩建基础设施。</p></li><li><p>面对谷歌和Meta等对手的激烈竞争，OpenAI正考虑最早于今年进行首次公开募股。</p></li></ul><p style=\"text-align: start;\">人工智能领域的领军企业OpenAI刚刚通过一轮融资筹集了1100亿美元资金，使其估值达到7300亿美元。然而，这家ChatGPT的创造者必须投入巨资，才能支撑起如此高的估值。</p><p style=\"text-align: start;\">日本软银集团和美国芯片巨头英伟达各自在本轮融资中投入了300亿美元，而电商巨擘亚马逊则投资了500亿美元。OpenAI表示，后续预计还会有更多投资者加入。</p><p>截至发稿，亚马逊已转涨，英伟达跌幅收窄。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/086c5716d19c123f5398b00dfaea442a\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">此次融资后的新估值，相较于约四个月前的5000亿美元，有了惊人的跃升。而在不到一年前的2025年3月，OpenAI的估值还仅为3000亿美元，不到目前估值的一半。</p><p style=\"text-align: start;\">当下的关键任务将是提升OpenAI的盈利能力。公司曾在1月份披露，其2025年的年度经常性收入已超过200亿美元，远高于2024年的60亿美元。但与市值规模相当的上市公司相比，这一业绩仍显逊色。例如，市值达8020亿美元的摩根大通，2025年营收为1820亿美元；而市值6140亿美元的埃克森美孚，其年销售额则高达3240亿美元（未计入股权关联公司收益）。</p><p style=\"text-align: start;\">据OpenAI透露，目前已有超过900万企业用户付费使用ChatGPT，同时超过5000万消费者订阅了其付费套餐。公司称，每周约有9亿活跃用户使用ChatGPT。其代码生成工具Codex每周用户也达到了160万。</p><p style=\"text-align: start;\">OpenAI在一份声明中表示：&#34;我们正进入一个全新阶段，前沿AI将从研究走向全球规模的日常应用。未来的领导地位将取决于谁能以足够快的速度扩展基础设施以满足需求，并将这种能力转化为人们赖以使用的产品。&#34;</p><p style=\"text-align: start;\">OpenAI表示将深化与英伟达的合作，具体包括使用3吉瓦的专用推理算力以及基于Vera Rubin系统的2吉瓦训练算力。这将有助于公司训练和部署AI模型，从而吸引更多业务。</p><p style=\"text-align: start;\">此次融资也进一步巩固了亚马逊与OpenAI的关系。去年11月，OpenAI已承诺投资380亿美元以获得亚马逊云服务的基础设施使用权。两家公司周五宣布，将在未来八年内将这一协议扩大1000亿美元。</p><p style=\"text-align: start;\">根据协议，AWS将成为OpenAI企业级平台OpenAI Frontier的独家第三方云分销商，而OpenAI则将协助亚马逊开发定制模型。在亚马逊宣布的投资额中，仅有150亿美元将立即到位。根据声明，剩余部分将在满足&#34;特定条件&#34;后陆续投入。</p><p style=\"text-align: start;\">OpenAI似乎预料到投资者会担心其与亚马逊的合作可能暗示着与主要合作伙伴微软的关系出现紧张。两家公司周五发布了一份长篇联合声明，重申他们的合作关系&#34;保持不变&#34;。声明称：&#34;类似OpenAI与亚马逊这样的合作，始终在我们协议的考量范围内，微软对他们将共同取得的成就感到兴奋。&#34;</p><p style=\"text-align: start;\">聊天机器人领域的竞争依然白热化。谷歌母公司Alphabet近期表示，其Gemini聊天机器人的月活跃用户已突破7.5亿。埃隆·马斯克旗下的xAI在1月份表示，其Grok的月活跃用户达到600万。而Meta Platforms的Meta AI月活跃用户已达10亿。</p><p style=\"text-align: start;\">在OpenAI进行此番融资的几周前，其竞争对手AI实验室Anthropic在从包括微软和英伟达在内的投资者那里筹集了300亿美元后，宣布其投后估值为3800亿美元。xAI在1月份表示已从投资者处筹集200亿美元，但近期已被SpaceX收购。</p><p style=\"text-align: start;\">据报道，OpenAI、Anthropic和SpaceX都在考虑最早于今年进行公开上市的计划。由于争相开发更新、更优的模型，这几家公司据悉目前均处于亏损状态。</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>亚马逊、英伟达和软银向OpenAI注资1100亿美元，AI商业化竞赛再升级</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亚马逊、英伟达和软银向OpenAI注资1100亿美元，AI商业化竞赛再升级\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-02-27 23:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\"><strong>要点概览</strong></p><ul style=\"\"><li><p>OpenAI成功融资1100亿美元，公司估值飙升至7300亿美元，较2025年3月的3000亿美元大幅增长。</p></li><li><p>OpenAI披露其2025年年度经常性收入达到200亿美元，每周活跃用户达9亿，同时正与英伟达和亚马逊合作扩建基础设施。</p></li><li><p>面对谷歌和Meta等对手的激烈竞争，OpenAI正考虑最早于今年进行首次公开募股。</p></li></ul><p style=\"text-align: start;\">人工智能领域的领军企业OpenAI刚刚通过一轮融资筹集了1100亿美元资金，使其估值达到7300亿美元。然而，这家ChatGPT的创造者必须投入巨资，才能支撑起如此高的估值。</p><p style=\"text-align: start;\">日本软银集团和美国芯片巨头英伟达各自在本轮融资中投入了300亿美元，而电商巨擘亚马逊则投资了500亿美元。OpenAI表示，后续预计还会有更多投资者加入。</p><p>截至发稿，亚马逊已转涨，英伟达跌幅收窄。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/086c5716d19c123f5398b00dfaea442a\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">此次融资后的新估值，相较于约四个月前的5000亿美元，有了惊人的跃升。而在不到一年前的2025年3月，OpenAI的估值还仅为3000亿美元，不到目前估值的一半。</p><p style=\"text-align: start;\">当下的关键任务将是提升OpenAI的盈利能力。公司曾在1月份披露，其2025年的年度经常性收入已超过200亿美元，远高于2024年的60亿美元。但与市值规模相当的上市公司相比，这一业绩仍显逊色。例如，市值达8020亿美元的摩根大通，2025年营收为1820亿美元；而市值6140亿美元的埃克森美孚，其年销售额则高达3240亿美元（未计入股权关联公司收益）。</p><p style=\"text-align: start;\">据OpenAI透露，目前已有超过900万企业用户付费使用ChatGPT，同时超过5000万消费者订阅了其付费套餐。公司称，每周约有9亿活跃用户使用ChatGPT。其代码生成工具Codex每周用户也达到了160万。</p><p style=\"text-align: start;\">OpenAI在一份声明中表示：&#34;我们正进入一个全新阶段，前沿AI将从研究走向全球规模的日常应用。未来的领导地位将取决于谁能以足够快的速度扩展基础设施以满足需求，并将这种能力转化为人们赖以使用的产品。&#34;</p><p style=\"text-align: start;\">OpenAI表示将深化与英伟达的合作，具体包括使用3吉瓦的专用推理算力以及基于Vera Rubin系统的2吉瓦训练算力。这将有助于公司训练和部署AI模型，从而吸引更多业务。</p><p style=\"text-align: start;\">此次融资也进一步巩固了亚马逊与OpenAI的关系。去年11月，OpenAI已承诺投资380亿美元以获得亚马逊云服务的基础设施使用权。两家公司周五宣布，将在未来八年内将这一协议扩大1000亿美元。</p><p style=\"text-align: start;\">根据协议，AWS将成为OpenAI企业级平台OpenAI Frontier的独家第三方云分销商，而OpenAI则将协助亚马逊开发定制模型。在亚马逊宣布的投资额中，仅有150亿美元将立即到位。根据声明，剩余部分将在满足&#34;特定条件&#34;后陆续投入。</p><p style=\"text-align: start;\">OpenAI似乎预料到投资者会担心其与亚马逊的合作可能暗示着与主要合作伙伴微软的关系出现紧张。两家公司周五发布了一份长篇联合声明，重申他们的合作关系&#34;保持不变&#34;。声明称：&#34;类似OpenAI与亚马逊这样的合作，始终在我们协议的考量范围内，微软对他们将共同取得的成就感到兴奋。&#34;</p><p style=\"text-align: start;\">聊天机器人领域的竞争依然白热化。谷歌母公司Alphabet近期表示，其Gemini聊天机器人的月活跃用户已突破7.5亿。埃隆·马斯克旗下的xAI在1月份表示，其Grok的月活跃用户达到600万。而Meta Platforms的Meta AI月活跃用户已达10亿。</p><p style=\"text-align: start;\">在OpenAI进行此番融资的几周前，其竞争对手AI实验室Anthropic在从包括微软和英伟达在内的投资者那里筹集了300亿美元后，宣布其投后估值为3800亿美元。xAI在1月份表示已从投资者处筹集200亿美元，但近期已被SpaceX收购。</p><p style=\"text-align: start;\">据报道，OpenAI、Anthropic和SpaceX都在考虑最早于今年进行公开上市的计划。由于争相开发更新、更优的模型，这几家公司据悉目前均处于亏损状态。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/7695e7bbff9a6d4a8148f86f04942423","relate_stocks":{"SFTBY":"软银集团","NVDA":"英伟达","AMZN":"亚马逊"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105770359","content_text":"要点概览OpenAI成功融资1100亿美元，公司估值飙升至7300亿美元，较2025年3月的3000亿美元大幅增长。OpenAI披露其2025年年度经常性收入达到200亿美元，每周活跃用户达9亿，同时正与英伟达和亚马逊合作扩建基础设施。面对谷歌和Meta等对手的激烈竞争，OpenAI正考虑最早于今年进行首次公开募股。人工智能领域的领军企业OpenAI刚刚通过一轮融资筹集了1100亿美元资金，使其估值达到7300亿美元。然而，这家ChatGPT的创造者必须投入巨资，才能支撑起如此高的估值。日本软银集团和美国芯片巨头英伟达各自在本轮融资中投入了300亿美元，而电商巨擘亚马逊则投资了500亿美元。OpenAI表示，后续预计还会有更多投资者加入。截至发稿，亚马逊已转涨，英伟达跌幅收窄。此次融资后的新估值，相较于约四个月前的5000亿美元，有了惊人的跃升。而在不到一年前的2025年3月，OpenAI的估值还仅为3000亿美元，不到目前估值的一半。当下的关键任务将是提升OpenAI的盈利能力。公司曾在1月份披露，其2025年的年度经常性收入已超过200亿美元，远高于2024年的60亿美元。但与市值规模相当的上市公司相比，这一业绩仍显逊色。例如，市值达8020亿美元的摩根大通，2025年营收为1820亿美元；而市值6140亿美元的埃克森美孚，其年销售额则高达3240亿美元（未计入股权关联公司收益）。据OpenAI透露，目前已有超过900万企业用户付费使用ChatGPT，同时超过5000万消费者订阅了其付费套餐。公司称，每周约有9亿活跃用户使用ChatGPT。其代码生成工具Codex每周用户也达到了160万。OpenAI在一份声明中表示：\"我们正进入一个全新阶段，前沿AI将从研究走向全球规模的日常应用。未来的领导地位将取决于谁能以足够快的速度扩展基础设施以满足需求，并将这种能力转化为人们赖以使用的产品。\"OpenAI表示将深化与英伟达的合作，具体包括使用3吉瓦的专用推理算力以及基于Vera Rubin系统的2吉瓦训练算力。这将有助于公司训练和部署AI模型，从而吸引更多业务。此次融资也进一步巩固了亚马逊与OpenAI的关系。去年11月，OpenAI已承诺投资380亿美元以获得亚马逊云服务的基础设施使用权。两家公司周五宣布，将在未来八年内将这一协议扩大1000亿美元。根据协议，AWS将成为OpenAI企业级平台OpenAI Frontier的独家第三方云分销商，而OpenAI则将协助亚马逊开发定制模型。在亚马逊宣布的投资额中，仅有150亿美元将立即到位。根据声明，剩余部分将在满足\"特定条件\"后陆续投入。OpenAI似乎预料到投资者会担心其与亚马逊的合作可能暗示着与主要合作伙伴微软的关系出现紧张。两家公司周五发布了一份长篇联合声明，重申他们的合作关系\"保持不变\"。声明称：\"类似OpenAI与亚马逊这样的合作，始终在我们协议的考量范围内，微软对他们将共同取得的成就感到兴奋。\"聊天机器人领域的竞争依然白热化。谷歌母公司Alphabet近期表示，其Gemini聊天机器人的月活跃用户已突破7.5亿。埃隆·马斯克旗下的xAI在1月份表示，其Grok的月活跃用户达到600万。而Meta Platforms的Meta AI月活跃用户已达10亿。在OpenAI进行此番融资的几周前，其竞争对手AI实验室Anthropic在从包括微软和英伟达在内的投资者那里筹集了300亿美元后，宣布其投后估值为3800亿美元。xAI在1月份表示已从投资者处筹集200亿美元，但近期已被SpaceX收购。据报道，OpenAI、Anthropic和SpaceX都在考虑最早于今年进行公开上市的计划。由于争相开发更新、更优的模型，这几家公司据悉目前均处于亏损状态。","news_type":1,"symbols_score_info":{"AMZN":2,"NVDA":2,"SFTBY":2}},"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537344269100064,"gmtCreate":1772206650243,"gmtModify":1772206652072,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 有加杠杆做多的吗[捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 有加杠杆做多的吗[捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"$英伟达(NVDA)$ 有加杠杆做多的吗[捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537344269100064","isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537159291736080,"gmtCreate":1772163273619,"gmtModify":1772163275535,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 看看今晚能砸到什么位置吧[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 看看今晚能砸到什么位置吧[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"$英伟达(NVDA)$ 看看今晚能砸到什么位置吧[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/537159291736080","isVote":1,"tweetType":1,"viewCount":922,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4096467234857870","authorId":"4096467234857870","name":"法師","avatar":"https://static.tigerbbs.com/2caa7be4a96959e6437d07ec1fcb0815","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"4096467234857870","idStr":"4096467234857870"},"content":"今天会涨的，毕竟跌这么狠","text":"今天会涨的，毕竟跌这么狠","html":"今天会涨的，毕竟跌这么狠"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":534498781586880,"gmtCreate":1771511952011,"gmtModify":1771511953848,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp; 这是要崩盘吧[捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp; 这是要崩盘吧[捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"$英伟达(NVDA)$ 这是要崩盘吧[捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534498781586880","isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":533765527238080,"gmtCreate":1771332934836,"gmtModify":1771332936478,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a><v-v data-views=\"0\"></v-v> 泡泡还能撑多久[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a><v-v data-views=\"0\"></v-v> 泡泡还能撑多久[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"$甲骨文(ORCL)$ 泡泡还能撑多久[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/533765527238080","isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527663657797104,"gmtCreate":1769845106219,"gmtModify":1769845108549,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"被沃什wash了一把[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","listText":"被沃什wash了一把[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"被沃什wash了一把[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527663657797104","repostId":"2607262680","repostType":4,"repost":{"id":"2607262680","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":1769801902,"share":"https://www.laohu8.com/m/news/2607262680?lang=zh_CN&edition=full","pubTime":"2026-01-31 03:38","market":"other","language":"zh","title":"沃什提名引爆金银“血洗”！盘中白银创纪录跌超35%、黄金跌超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2607262680","media":"华尔街见闻","summary":"黄金盘中跌幅为四十多年之最、超过2008年金融危机时。市场认为沃什比哈塞特等其他美联储主席候选人更为鹰派。在近来金银价格连续飙升后，拥挤的多头、创纪录的看涨期权购买量以及极端的杠杆水平，令市场处于随时可能触发“伽马挤压”的状态，只要一点触发因素就能引发周五这样的“血洗”。","content":"<html><head></head><body><blockquote><p>黄金盘中跌幅为四十多年之最、超过2008年金融危机时。市场认为沃什比哈塞特等其他美联储主席人选更为鹰派。在近来金银价格连续飙升后，拥挤的多头、创纪录的看涨期权购买量以及极端的杠杆水平，令市场处于随时可能触发“伽马挤压”的状态，只要一点触发因素就能引发周五这样的“血洗”。</p></blockquote><p style=\"text-align: justify;\">美国总统特朗普提名沃什（Kevin Warsh）出任美联储主席引爆了贵金属数十年来最惨烈的抛售。</p><p style=\"text-align: justify;\">周四还齐创盘中历史新高的金银大跳水。黄金在周五亚市早盘传出特朗普将提名沃什任美联储主席的消息后即转跌，欧股盘中已跌破5000美元/盎司关口，美股午盘跌幅扩大，现货黄金日内跌幅曾接近13%、为上世纪80年代初以来四十多年盘中跌幅之最，跌幅超过了2008年金融危机时。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98d50c6b55529551971b3c34e4f29683\" tg-width=\"1068\" tg-height=\"701\"/></p><p style=\"text-align: justify;\">周四史上首次涨破120美元的白银周五欧股盘中跌破100美元，美股盘中曾跌至80美元下方。现货白银盘中一度暴跌超35%，创有纪录以来最大跌幅。这场“血洗”波及整个金属市场，周四也创最高纪录的伦铜一度回落近6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/527b82035f1df26969b1022f0b7ff4f8\" tg-width=\"1013\" tg-height=\"672\"/></p><p style=\"text-align: justify;\">市场将此次暴跌归因于投资者对美联储政策预期的急剧转变。沃什长期以鹰派立场著称，尽管近期公开支持降息以迎合特朗普，市场仍认为其不太可能激进降息。德国商业银行分析师Thu Lan Nguyen表示：“市场认为沃什比哈塞特等其他人选更为鹰派。”这一预期推动美元反弹，令以美元计价的大宗商品对全球买家吸引力下降。</p><p style=\"text-align: justify;\">沃什的提名还缓解了市场对美联储独立性丧失的担忧。此前投资者涌入贵金属避险，部分源于对货币贬值和美联储独立性的担忧。ING外汇策略师Francesco Pesole称，沃什的选择&#34;对美元是好消息，可以消除一些对更鸽派人选的担忧&#34;。</p><p style=\"text-align: justify;\">这场暴跌也暴露了贵金属市场的极度脆弱性。在近来金银价格连续飙升后，拥挤的多头头寸、创纪录的看涨期权购买量以及极端的杠杆水平，令市场处于随时可能触发“伽马挤压”的状态。Pepperstone高级研究策略师Michael Brown表示：“市场已经非常泡沫化了，只需要一点触发因素就能引发这样的走势。”</p><h2 id=\"64e7716c\">金银遭遇历史性暴跌</h2><p style=\"text-align: justify;\">周五美股午盘时段，贵金属市场上演惊心动魄的跳水行情。纽约期银主力合约从周四创出的121.785美元历史高位暴跌至75.44美元，跌幅达34%。现货白银跌破74.60美元，日内跌幅达35.5%，创有纪录以来最大盘中跌幅。</p><p style=\"text-align: justify;\">黄金同样遭遇重创。周四盘中涨至5586.2美元这一历史高位的纽约黄金期货周五美股午盘曾跌至4714.5美元，日内跌近12%。现货黄金在美股午盘逼近4670美元，日内跌超12.7%。</p><p style=\"text-align: justify;\">到美股午盘时段期金收盘，COMEX 2月黄金期货收跌11.37%，报4713.9美元/盎司，创1980年1月22日以来最大单日跌幅。COMEX 2月期银收跌31.35%，报78.29美元/盎司，创1980年3月27日以来最大收盘跌幅。</p><p style=\"text-align: justify;\">工业金属也未能幸免。周四曾涨破1.452万美元创历史新高、涨幅达11%的伦铜周五盘中曾跌破1.285万美元，日内跌近5.7%，收盘跌约3.4%，报13,158美元/吨。到收盘，伦锡跌约5.7%，伦铝和伦镍跌超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eeb893d0cc4f7ad861b15008891f3a5a\" tg-width=\"1075\" tg-height=\"680\"/></p><h2 id=\"414a85f8\">美联储主席提名偏鹰</h2><p style=\"text-align: justify;\">市场抛售的导火索是沃什被提名的消息。周五亚市早盘传出特朗普将提名沃什任美联储主席的报道，此前连续九个交易日创盘中历史新高的黄金即刻转跌。周五美股盘前，特朗普在旗下社交媒体发文正式宣布提名，自称与沃什相识已久，毫不怀疑他将跻身伟大的美联储主席之列，甚至可能是最优秀的一位。</p><p style=\"text-align: justify;\">沃什此前长期以鹰派立场闻名，去年改变论调，响应特朗普的大幅降息呼声，这被视为他获得提名的关键。华尔街投资者和策略师表示，特朗普选择沃什领导美联储是一个相对鹰派的选择，他可能会抵制资产负债表扩张，这将支撑美元并使美国国债收益率曲线更陡峭。</p><p style=\"text-align: justify;\">Panmure Liberum分析师Tom Price表示：</p><blockquote><p style=\"text-align: justify;\">“市场认为凯文·沃什是理性的，他不会积极推动降息。那些目标各异的普通投资者——例如保护资本——正在获利了结。”</p></blockquote><p style=\"text-align: justify;\">沃什的提名推动了美元大反弹，周五创去年7月以来半年最佳单日表现。追踪美元兑一篮子货币的美元指数周五美股午盘时涨破97.00，日内曾涨近0.9%。更强劲的美元使以美元计价的大宗商品对许多全球买家的吸引力下降，并打击了贵金属可能取代美元成为全球储备货币的理论。</p><h2 id=\"5b4ff6d2\">市场拥挤引发“踩踏”</h2><p style=\"text-align: justify;\">虽然沃什提名成为抛售导火索，但分析师普遍认为技术性因素放大了跌幅。媒体认为，飙升的价格和波动性已令交易商的风险模型和资产负债表承压。高盛研报指出，创纪录的看涨期权购买浪潮“机械性地强化了向上的价格动能”，因为期权卖方通过买入更多期货来对冲其敞口。</p><p style=\"text-align: justify;\">黄金的下跌可能被所谓的“伽马挤压”加速。这是指期权交易商在价格上涨时需要买入更多期货以保持投资组合平衡，而在价格下跌时则需要卖出。对于SPDR黄金ETF而言，周五到期的大量头寸集中在465美元和455美元，而Comex上3月和4月的大量期权头寸集中在5300美元、5200美元和5100美元。</p><p style=\"text-align: justify;\">Miller Tabak股票策略师Matt Maley表示：“这太疯狂了。这其中大部分可能是‘强制卖出’。白银最近一直是日内交易者和其他短线交易者最热门的资产，因此白银积累了一些杠杆。随着今天的大幅下跌，追加保证金通知发出了。”</p><p style=\"text-align: justify;\">Pepperstone的Michael Brown指出，“一段时间以来，金属市场的状况已经非常泡沫化，而本周早些时候出现的迹象表明情况正变得彻底失序”。他表示，黄金和白银市场的头寸“显然在多头一侧极度拥挤，而波动性已增加到坦白说荒谬的水平”。在交易量如此之高、“杠杆多头”如此紧张的市场中，“不需要太多就能触发”周五这样的走势。</p><p style=\"text-align: justify;\">Brown表示：“简单地说，每个人都在同时冲向出口，迫使价格走低，这反过来又引发进一步的强制卖出”，这提醒人们“动能是双向的”。</p><p style=\"text-align: justify;\">Overseas-Chinese Banking Corp.策略师Christopher Wong称，黄金的走势“验证了涨得快、跌得快的警示”。虽然沃什提名的报道是触发因素，但他表示回调早就应该发生，&#34;这就像市场一直在等待的那些借口之一，以平仓那些抛物线式的走势&#34;。</p><h2 id=\"50b85992\">技术指标早已发出警告</h2><p style=\"text-align: justify;\">在暴跌之前，多个技术指标已发出预警信号。相对强弱指数(RSI)近几周显示，金银可能已超买并面临回调。黄金的RSI最近触及90，是几十年来该贵金属的最高水平。</p><p style=\"text-align: justify;\">Heraeus Precious Metals交易主管Dominik Sperzel表示，波动性非常极端，5000美元和100美元这两个心理阻力位周五被多次突破，“不过我们需要为过山车的继续做好准备。”</p><p style=\"text-align: justify;\">尽管周五大跳水，金银1月仍录得可观涨幅。以即月合约收盘价计算，纽约期金1月涨约9%，期银涨超10%。</p><p style=\"text-align: justify;\">COMEX 2月黄金期货1月累涨8.98%，创2025年9月以来最大月涨幅，连涨六个月，为2024年10月以来最长连涨月。COMEX 2月白银期货1月累涨11.63%，连涨九个月、创最长月度连涨，九个月内累涨140.66%，为2011年4月以来最大的九个月涨幅。</p><p style=\"text-align: justify;\">德国商业银行分析师在周五报告中写道，回调的程度“表明市场参与者只是在等待一个在价格快速上涨后获利了结的机会”。该行的大宗商品研究主管Thu Lan Nguyen指出，</p><blockquote><p style=\"text-align: justify;\">尽管“市场认为沃什比哈塞特等其他候选人更为鹰派”，“我们仍然认为，美联储很有可能一定程度上屈服于压力，降息幅度将超过市场目前的预期”。</p></blockquote><h2 id=\"c026fc91\">矿业股随之重挫</h2><p style=\"text-align: justify;\">贵金属暴跌拖累主要矿业公司股价。周五盘中，美国上市的金矿巨头Newmont（NEM）、Barrick Mining（B）和Agnico Eagle Mines（AEM）均跌超10%，Coeur Mining（CDE）曾跌近19%。</p><p style=\"text-align: justify;\">白银ETF遭到更大打击。盘中ProShares Ultra Silver（AGQ）曾跌超60%，iShares Silver Trust ETF（SLV）曾跌超30%，两只基金均创下历史最差单日表现。黄金ETF同样承压。</p><p style=\"text-align: justify;\">虽然矿业股周五惨跌，但部分分析师认为回调对市场健康有利。Amplify ETFs产品开发副总裁Nate Miller表示，白银受益于避险和价值储存需求、工业需求以及全球供应短缺，在如此急剧上涨后的一些整固&#34;是健康的，符合大宗商品市场在价格快速升值后的典型表现&#34;。</p><p style=\"text-align: justify;\">Zaner Metals副总裁兼高级金属策略师Peter Grant表示，虽然反弹确实走得太快太远，但现在买入金属还为时不晚。他称跌破100美元是“机会”，特别是在20日移动平均线约93美元附近。不过，“你必须能够承受波动性，这可能会持续保持在高位”。</p><p style=\"text-align: justify;\">彭博宏观策略师Simon White指出：</p><blockquote><p style=\"text-align: justify;\">“白银/黄金（价格）比的攀升幅度几乎与1970年代末一样大，今天的戏剧性走势表明这可能标志着一个拒绝点。不过，单独来看黄金和白银到目前为止从未完全匹配1979年的涨势。白银相对黄金是否标志着贵金属历史性涨势的结束，现在下结论还为时过早。价格现在正成为主要驱动因素，基本面暂时将退居次席。”</p></blockquote></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>沃什提名引爆金银“血洗”！盘中白银创纪录跌超35%、黄金跌超10%</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沃什提名引爆金银“血洗”！盘中白银创纪录跌超35%、黄金跌超10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-31 03:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3764625><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>黄金盘中跌幅为四十多年之最、超过2008年金融危机时。市场认为沃什比哈塞特等其他美联储主席人选更为鹰派。在近来金银价格连续飙升后，拥挤的多头、创纪录的看涨期权购买量以及极端的杠杆水平，令市场处于随时可能触发“伽马挤压”的状态，只要一点触发因素就能引发周五这样的“血洗”。美国总统特朗普提名沃什（Kevin Warsh）出任美联储主席引爆了贵金属数十年来最惨烈的抛售。周四还齐创盘中历史新高的金银大跳水...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3764625\">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/e59b88731b8c06f5f2f331abdc0376b0","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3764625","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2607262680","content_text":"黄金盘中跌幅为四十多年之最、超过2008年金融危机时。市场认为沃什比哈塞特等其他美联储主席人选更为鹰派。在近来金银价格连续飙升后，拥挤的多头、创纪录的看涨期权购买量以及极端的杠杆水平，令市场处于随时可能触发“伽马挤压”的状态，只要一点触发因素就能引发周五这样的“血洗”。美国总统特朗普提名沃什（Kevin Warsh）出任美联储主席引爆了贵金属数十年来最惨烈的抛售。周四还齐创盘中历史新高的金银大跳水。黄金在周五亚市早盘传出特朗普将提名沃什任美联储主席的消息后即转跌，欧股盘中已跌破5000美元/盎司关口，美股午盘跌幅扩大，现货黄金日内跌幅曾接近13%、为上世纪80年代初以来四十多年盘中跌幅之最，跌幅超过了2008年金融危机时。周四史上首次涨破120美元的白银周五欧股盘中跌破100美元，美股盘中曾跌至80美元下方。现货白银盘中一度暴跌超35%，创有纪录以来最大跌幅。这场“血洗”波及整个金属市场，周四也创最高纪录的伦铜一度回落近6%。市场将此次暴跌归因于投资者对美联储政策预期的急剧转变。沃什长期以鹰派立场著称，尽管近期公开支持降息以迎合特朗普，市场仍认为其不太可能激进降息。德国商业银行分析师Thu Lan Nguyen表示：“市场认为沃什比哈塞特等其他人选更为鹰派。”这一预期推动美元反弹，令以美元计价的大宗商品对全球买家吸引力下降。沃什的提名还缓解了市场对美联储独立性丧失的担忧。此前投资者涌入贵金属避险，部分源于对货币贬值和美联储独立性的担忧。ING外汇策略师Francesco Pesole称，沃什的选择\"对美元是好消息，可以消除一些对更鸽派人选的担忧\"。这场暴跌也暴露了贵金属市场的极度脆弱性。在近来金银价格连续飙升后，拥挤的多头头寸、创纪录的看涨期权购买量以及极端的杠杆水平，令市场处于随时可能触发“伽马挤压”的状态。Pepperstone高级研究策略师Michael Brown表示：“市场已经非常泡沫化了，只需要一点触发因素就能引发这样的走势。”金银遭遇历史性暴跌周五美股午盘时段，贵金属市场上演惊心动魄的跳水行情。纽约期银主力合约从周四创出的121.785美元历史高位暴跌至75.44美元，跌幅达34%。现货白银跌破74.60美元，日内跌幅达35.5%，创有纪录以来最大盘中跌幅。黄金同样遭遇重创。周四盘中涨至5586.2美元这一历史高位的纽约黄金期货周五美股午盘曾跌至4714.5美元，日内跌近12%。现货黄金在美股午盘逼近4670美元，日内跌超12.7%。到美股午盘时段期金收盘，COMEX 2月黄金期货收跌11.37%，报4713.9美元/盎司，创1980年1月22日以来最大单日跌幅。COMEX 2月期银收跌31.35%，报78.29美元/盎司，创1980年3月27日以来最大收盘跌幅。工业金属也未能幸免。周四曾涨破1.452万美元创历史新高、涨幅达11%的伦铜周五盘中曾跌破1.285万美元，日内跌近5.7%，收盘跌约3.4%，报13,158美元/吨。到收盘，伦锡跌约5.7%，伦铝和伦镍跌超2%。美联储主席提名偏鹰市场抛售的导火索是沃什被提名的消息。周五亚市早盘传出特朗普将提名沃什任美联储主席的报道，此前连续九个交易日创盘中历史新高的黄金即刻转跌。周五美股盘前，特朗普在旗下社交媒体发文正式宣布提名，自称与沃什相识已久，毫不怀疑他将跻身伟大的美联储主席之列，甚至可能是最优秀的一位。沃什此前长期以鹰派立场闻名，去年改变论调，响应特朗普的大幅降息呼声，这被视为他获得提名的关键。华尔街投资者和策略师表示，特朗普选择沃什领导美联储是一个相对鹰派的选择，他可能会抵制资产负债表扩张，这将支撑美元并使美国国债收益率曲线更陡峭。Panmure Liberum分析师Tom Price表示：“市场认为凯文·沃什是理性的，他不会积极推动降息。那些目标各异的普通投资者——例如保护资本——正在获利了结。”沃什的提名推动了美元大反弹，周五创去年7月以来半年最佳单日表现。追踪美元兑一篮子货币的美元指数周五美股午盘时涨破97.00，日内曾涨近0.9%。更强劲的美元使以美元计价的大宗商品对许多全球买家的吸引力下降，并打击了贵金属可能取代美元成为全球储备货币的理论。市场拥挤引发“踩踏”虽然沃什提名成为抛售导火索，但分析师普遍认为技术性因素放大了跌幅。媒体认为，飙升的价格和波动性已令交易商的风险模型和资产负债表承压。高盛研报指出，创纪录的看涨期权购买浪潮“机械性地强化了向上的价格动能”，因为期权卖方通过买入更多期货来对冲其敞口。黄金的下跌可能被所谓的“伽马挤压”加速。这是指期权交易商在价格上涨时需要买入更多期货以保持投资组合平衡，而在价格下跌时则需要卖出。对于SPDR黄金ETF而言，周五到期的大量头寸集中在465美元和455美元，而Comex上3月和4月的大量期权头寸集中在5300美元、5200美元和5100美元。Miller Tabak股票策略师Matt Maley表示：“这太疯狂了。这其中大部分可能是‘强制卖出’。白银最近一直是日内交易者和其他短线交易者最热门的资产，因此白银积累了一些杠杆。随着今天的大幅下跌，追加保证金通知发出了。”Pepperstone的Michael Brown指出，“一段时间以来，金属市场的状况已经非常泡沫化，而本周早些时候出现的迹象表明情况正变得彻底失序”。他表示，黄金和白银市场的头寸“显然在多头一侧极度拥挤，而波动性已增加到坦白说荒谬的水平”。在交易量如此之高、“杠杆多头”如此紧张的市场中，“不需要太多就能触发”周五这样的走势。Brown表示：“简单地说，每个人都在同时冲向出口，迫使价格走低，这反过来又引发进一步的强制卖出”，这提醒人们“动能是双向的”。Overseas-Chinese Banking Corp.策略师Christopher Wong称，黄金的走势“验证了涨得快、跌得快的警示”。虽然沃什提名的报道是触发因素，但他表示回调早就应该发生，\"这就像市场一直在等待的那些借口之一，以平仓那些抛物线式的走势\"。技术指标早已发出警告在暴跌之前，多个技术指标已发出预警信号。相对强弱指数(RSI)近几周显示，金银可能已超买并面临回调。黄金的RSI最近触及90，是几十年来该贵金属的最高水平。Heraeus Precious Metals交易主管Dominik Sperzel表示，波动性非常极端，5000美元和100美元这两个心理阻力位周五被多次突破，“不过我们需要为过山车的继续做好准备。”尽管周五大跳水，金银1月仍录得可观涨幅。以即月合约收盘价计算，纽约期金1月涨约9%，期银涨超10%。COMEX 2月黄金期货1月累涨8.98%，创2025年9月以来最大月涨幅，连涨六个月，为2024年10月以来最长连涨月。COMEX 2月白银期货1月累涨11.63%，连涨九个月、创最长月度连涨，九个月内累涨140.66%，为2011年4月以来最大的九个月涨幅。德国商业银行分析师在周五报告中写道，回调的程度“表明市场参与者只是在等待一个在价格快速上涨后获利了结的机会”。该行的大宗商品研究主管Thu Lan Nguyen指出，尽管“市场认为沃什比哈塞特等其他候选人更为鹰派”，“我们仍然认为，美联储很有可能一定程度上屈服于压力，降息幅度将超过市场目前的预期”。矿业股随之重挫贵金属暴跌拖累主要矿业公司股价。周五盘中，美国上市的金矿巨头Newmont（NEM）、Barrick Mining（B）和Agnico Eagle Mines（AEM）均跌超10%，Coeur Mining（CDE）曾跌近19%。白银ETF遭到更大打击。盘中ProShares Ultra Silver（AGQ）曾跌超60%，iShares Silver Trust ETF（SLV）曾跌超30%，两只基金均创下历史最差单日表现。黄金ETF同样承压。虽然矿业股周五惨跌，但部分分析师认为回调对市场健康有利。Amplify ETFs产品开发副总裁Nate Miller表示，白银受益于避险和价值储存需求、工业需求以及全球供应短缺，在如此急剧上涨后的一些整固\"是健康的，符合大宗商品市场在价格快速升值后的典型表现\"。Zaner Metals副总裁兼高级金属策略师Peter Grant表示，虽然反弹确实走得太快太远，但现在买入金属还为时不晚。他称跌破100美元是“机会”，特别是在20日移动平均线约93美元附近。不过，“你必须能够承受波动性，这可能会持续保持在高位”。彭博宏观策略师Simon White指出：“白银/黄金（价格）比的攀升幅度几乎与1970年代末一样大，今天的戏剧性走势表明这可能标志着一个拒绝点。不过，单独来看黄金和白银到目前为止从未完全匹配1979年的涨势。白银相对黄金是否标志着贵金属历史性涨势的结束，现在下结论还为时过早。价格现在正成为主要驱动因素，基本面暂时将退居次席。”","news_type":1,"symbols_score_info":{"SIL2603":2,"SILmain":2,"GCmain":2,"XAGUSD.FOREX":2,"SImain":2,"XAUUSD.FOREX":2,"MGCmain":2,"MGC2602":2}},"isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524747106394552,"gmtCreate":1769087887078,"gmtModify":1769087889540,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"具体怎么报复[捂脸]&nbsp; [捂脸]&nbsp; 说说看[龇牙]&nbsp; [龇牙]&nbsp;&nbsp;","listText":"具体怎么报复[捂脸]&nbsp; [捂脸]&nbsp; 说说看[龇牙]&nbsp; [龇牙]&nbsp;&nbsp;","text":"具体怎么报复[捂脸] [捂脸] 说说看[龇牙] [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/524747106394552","repostId":"1161773970","repostType":4,"repost":{"id":"1161773970","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":1769087408,"share":"https://www.laohu8.com/m/news/1161773970?lang=zh_CN&edition=full","pubTime":"2026-01-22 21:10","market":"us","language":"zh","title":"特朗普：如果欧洲抛售美国债券等资产，将面临大规模报复","url":"https://stock-news.laohu8.com/highlight/detail?id=1161773970","media":"老虎资讯综合","summary":"1月22日，美国总统特朗普表示，如果欧洲抛售美国债券等资产，将面临大规模报复。","content":"<html><head></head><body><p>1月22日，美国总统特朗普表示，如果欧洲抛售美国债券等资产，将面临大规模报复。</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：如果欧洲抛售美国债券等资产，将面临大规模报复</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特朗普：如果欧洲抛售美国债券等资产，将面临大规模报复\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\">2026-01-22 21:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月22日，美国总统特朗普表示，如果欧洲抛售美国债券等资产，将面临大规模报复。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/b4851e57fd1eb2e864dfb47bf85d854d","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161773970","content_text":"1月22日，美国总统特朗普表示，如果欧洲抛售美国债券等资产，将面临大规模报复。","news_type":1,"symbols_score_info":{"ZN2603":2}},"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3538458176058351","authorId":"3538458176058351","name":"Ruosong","avatar":"https://static.tigerbbs.com/d815eb794e0dfe4ac8a13f8e0d781888","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3538458176058351","idStr":"3538458176058351"},"content":"三角洲部队准备 [贱笑]","text":"三角洲部队准备 [贱笑]","html":"三角洲部队准备 [贱笑]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524213125308784,"gmtCreate":1769008315765,"gmtModify":1769008317937,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a><v-v data-views=\"0\"></v-v> 这货还得跌[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a><v-v data-views=\"0\"></v-v> 这货还得跌[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"$甲骨文(ORCL)$ 这货还得跌[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524213125308784","isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519051646518384,"gmtCreate":1767750849680,"gmtModify":1767750851617,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 感觉像是强弩之末了[喷血]&nbsp; [喷血]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 感觉像是强弩之末了[喷血]&nbsp; [喷血]&nbsp;&nbsp;","text":"$英伟达(NVDA)$ 感觉像是强弩之末了[喷血] [喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519051646518384","isVote":1,"tweetType":1,"viewCount":884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518328121660112,"gmtCreate":1767520259654,"gmtModify":1767520262721,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"目前老黄最大的竞争压力是政治、谷歌等一批正在搞自己AI芯片的公司[开心]&nbsp;&nbsp;","listText":"目前老黄最大的竞争压力是政治、谷歌等一批正在搞自己AI芯片的公司[开心]&nbsp;&nbsp;","text":"目前老黄最大的竞争压力是政治、谷歌等一批正在搞自己AI芯片的公司[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518328121660112","repostId":"2600304165","repostType":2,"repost":{"id":"2600304165","kind":"news","pubTimestamp":1767511320,"share":"https://www.laohu8.com/m/news/2600304165?lang=zh_CN&edition=full","pubTime":"2026-01-04 15:22","market":"us","language":"zh","title":"市值31万亿元，AI泡沫难撼英伟达？","url":"https://stock-news.laohu8.com/highlight/detail?id=2600304165","media":"Ofweek光电信息网","summary":"文/杨剑勇自英伟达在资本市场一路高歌猛进后，对AI泡沫争论不休，尤其市值突破4万亿美元后，AI泡沫的质疑声浪亦愈发汹涌。然而，2025年已经过去，英伟达的市值依然高达4.53万亿美元。显示出市场对英伟达的芯片需求旺盛。值得注意的是，科技巨头们也在寻求更加多元化的芯片供应，以此减少对英伟达的依赖，尤其瞄向定制化芯片。当然，仍然不能忽视AI泡沫的担忧。","content":"<html><body><article><p>文/杨剑勇</p><p>自<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>在资本市场一路高歌猛进后，对AI泡沫争论不休，尤其市值突破4万亿美元后，AI泡沫的质疑声浪亦愈发汹涌。黄仁勋更是感叹，业绩出色，被指助推人工智能泡沫，倘若业绩不佳，又证明AI泡沫破裂。</p><p>然而，2025年已经过去，英伟达的市值依然高达4.53万亿美元（约合人民币31.7万亿元）。</p><p>这一庞大市值规模，比日本、英国、法国等国家的GDP还要高，仅次于美、中、德，位居全球第四。</p><p>英伟达在资本市场狂飙，市值从2023年5月突破1万亿美元，到2025年一度跃升至5万亿美元，缔造了资本市场的空前奇迹，且这种奇迹在商业史上从未有过，是全球第一家市值突破5万亿美元的公司。</p><p>英伟达市值的飙升，在于在大模型时代，AI算力需求的爆发式增长，驱动营收以惊人的速度增长，更是全球最赚钱的科技企业之一。</p><p>截止2025年10月26日的第三季度，英伟达营收570亿美元，相比上一年同期的350.8亿美元增加约220亿美元，同比增长62%；<span>净利润</span>更是高达319亿美元，同比增长65%。</p><p>显示出市场对英伟达的芯片需求旺盛。其中，Blackwell系列销售火爆，成为驱动其营收持续攀升的核心引擎。</p><p>整体来说，AI大模型浪潮席卷全球的背景下，科技巨头们为提升自身的AI大模型竞争力，掀起新一轮AI竞赛，全球大型云服务商对AI基础设施建设资本开支延续扩张趋势。</p><p>仅<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等巨头2025年人工智能方面的投入预计将达4000亿美元。另外，根据TrendForce预计，2026年云服务商仍将维持积极的投资节奏，合计资本支出将进一步推升至6000亿美元以上。</p><p>科技巨头们对AI基础设施建设，其中数以百亿美元竞相抢购英伟达高性能芯片，驱动营收持续快速增长，不仅成为全球最大芯片厂商，市值更是登顶全球榜首，也让赚的盆满钵满。</p><p>值得注意的是，科技巨头们也在寻求更加多元化的芯片供应，以此减少对英伟达的依赖，尤其瞄向定制化芯片。甚至<a href=\"https://laohu8.com/S/META\">Meta</a>在与<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>洽谈，使用谷歌的TPU芯片，用于训练AI模型。</p><p>在定制芯片领域，最重要的玩家则是<a href=\"https://laohu8.com/S/AVGO\">博通</a>，客户主要包括谷歌、Meta和字节跳动等科技巨头，并透露一个新用户下达了100亿美元的新订单，外界普遍猜测是OpenAI。</p><p>由于定制化AI芯片市场的强劲增长势头，<a href=\"https://laohu8.com/S/600455\">博通</a>AI收入持续高速增长，陈福阳此前表示，定制AI芯片业务，有望在2027年带来600亿-900亿美元的收入，是英伟达最强劲的竞争对手。</p><p>在我国，因一直在封堵国内企业购买英伟达高性能芯片，从而使得我国芯片产业正在加速国产替代，旨在打破对高端芯片受制于人的局面。由此，<a href=\"https://laohu8.com/S/688795\">摩尔线程</a>、<a href=\"https://laohu8.com/S/688802\">沐曦股份</a>、<a href=\"https://laohu8.com/S/06082\">壁仞科技</a>等GPU厂商迎来黄金发展机遇，更是被视为中国版英伟达。</p><p>英伟达一家独大的AI芯片局面，有望得到改变。前有博通阻击，后有摩尔线程、沐曦股份等创新企业追赶。</p><p>不过，英伟达在GPU市场独领风骚，核心在于CUDA生态，形成了一套完整的开发工具链。对于本土GPU芯片厂商而言，仍需面对技术迭代、软硬生态、盈利及国际竞争等多重挑战。</p><p>最后，在大模型时代，全球半导体市场格局正在重塑，英伟达正在推动通用GPU计算向GPU加速计算转型。IDC预计，2025年全球半导体收入将达到8000亿美元。其中，半导体市场的计算部分将增长36%，达到3490亿美元。</p><p>英伟达无疑是这一波AI浪潮最大赢家，营收、净利润、市值等均实现了快速增长。当然，仍然不能忽视AI泡沫的担忧。</p><p>杨剑勇，福布斯中国撰稿人，表达观点仅代表个人。致力于深度解读AI大模型、人工智能、物联网、云计算和智能硬件等前沿科技。</p></article></body></html>","source":"tencent","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>市值31万亿元，AI泡沫难撼英伟达？</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市值31万亿元，AI泡沫难撼英伟达？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-04 15:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260104153025a49a08b5&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文/杨剑勇自英伟达在资本市场一路高歌猛进后，对AI泡沫争论不休，尤其市值突破4万亿美元后，AI泡沫的质疑声浪亦愈发汹涌。黄仁勋更是感叹，业绩出色，被指助推人工智能泡沫，倘若业绩不佳，又证明AI泡沫破裂。然而，2025年已经过去，英伟达的市值依然高达4.53万亿美元（约合人民币31.7万亿元）。这一庞大市值规模，比日本、英国、法国等国家的GDP还要高，仅次于美、中、德，位居全球第四。英伟达在资本市场...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260104153025a49a08b5&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","BK4554":"元宇宙及AR概念","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU0444971666.USD":"天利全球科技基金","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","BK4585":"ETF&股票定投概念","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","BK4587":"ChatGPT概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU0109392836.USD":"富兰克林科技股A","LU0882574139.USD":"富达环球消费行业基金A ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","BK4588":"碎股","BK4550":"红杉资本持仓","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","2NVD.UK":"2X NVIDIA ETP","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0557290698.USD":"施罗德环球可持续增长基金","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4529":"IDC概念","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","BK4605":"半导体精选","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","BK4608":"AI应用概念股","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","BK4527":"明星科技股","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","BK4612":"AI芯片","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4614":"Manus概念股","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0080751232.USD":"富达环球多元动力基金A","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","SNVD.UK":"LS -1X NVIDIA","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","SG9999002232.USD":"Allianz Global High Payout USD","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0079474960.USD":"联博美国增长基金A","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4503":"景林资产持仓","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0072462426.USD":"贝莱德全球配置 A2","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0823414478.USD":"法巴经典能源转换基金","SG9999001424.SGD":"United E-Commerce Fund SGD","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","NVD2.UK":"2X NVIDIA ETP","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","NVD3.UK":"LS 3X NVIDIA","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","NVDS.UK":"LS -1X NVIDIA","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU0861579265.USD":"联博低波幅策略股票基金A","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","3NVD.UK":"LS 3X NVIDIA","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","BK4592":"伊斯兰概念","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU1923622291.USD":"Natixis Thematics Safety R/A USD","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","BK4579":"人工智能","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4581":"高盛持仓","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","NVIW.SI":"NVDA 3xLongSG261006","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1548497426.USD":"安联环球人工智能AT Acc","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4567":"ESG概念","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","NVDA":"英伟达","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","NVD":"2倍做空NVDA ETF-GraniteShares","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","NVDD":"1倍做空NVDA ETF-Direxion","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","BK4543":"AI","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1861215975.USD":"贝莱德新一代科技基金 A2","NVDS":"1.5倍做空NVDA ETF-Tradr","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","NVDU":"2倍做多NVDA ETF-Direxion","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","BK4549":"软银资本持仓","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","BK4548":"巴美列捷福持仓","NVDX":"2倍做多NVDA ETF-T-Rex","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","NVDY":"NVDA期权收益策略ETF-YieldMax"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260104153025a49a08b5&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2600304165","content_text":"文/杨剑勇自英伟达在资本市场一路高歌猛进后，对AI泡沫争论不休，尤其市值突破4万亿美元后，AI泡沫的质疑声浪亦愈发汹涌。黄仁勋更是感叹，业绩出色，被指助推人工智能泡沫，倘若业绩不佳，又证明AI泡沫破裂。然而，2025年已经过去，英伟达的市值依然高达4.53万亿美元（约合人民币31.7万亿元）。这一庞大市值规模，比日本、英国、法国等国家的GDP还要高，仅次于美、中、德，位居全球第四。英伟达在资本市场狂飙，市值从2023年5月突破1万亿美元，到2025年一度跃升至5万亿美元，缔造了资本市场的空前奇迹，且这种奇迹在商业史上从未有过，是全球第一家市值突破5万亿美元的公司。英伟达市值的飙升，在于在大模型时代，AI算力需求的爆发式增长，驱动营收以惊人的速度增长，更是全球最赚钱的科技企业之一。截止2025年10月26日的第三季度，英伟达营收570亿美元，相比上一年同期的350.8亿美元增加约220亿美元，同比增长62%；净利润更是高达319亿美元，同比增长65%。显示出市场对英伟达的芯片需求旺盛。其中，Blackwell系列销售火爆，成为驱动其营收持续攀升的核心引擎。整体来说，AI大模型浪潮席卷全球的背景下，科技巨头们为提升自身的AI大模型竞争力，掀起新一轮AI竞赛，全球大型云服务商对AI基础设施建设资本开支延续扩张趋势。仅微软、谷歌等巨头2025年人工智能方面的投入预计将达4000亿美元。另外，根据TrendForce预计，2026年云服务商仍将维持积极的投资节奏，合计资本支出将进一步推升至6000亿美元以上。科技巨头们对AI基础设施建设，其中数以百亿美元竞相抢购英伟达高性能芯片，驱动营收持续快速增长，不仅成为全球最大芯片厂商，市值更是登顶全球榜首，也让赚的盆满钵满。值得注意的是，科技巨头们也在寻求更加多元化的芯片供应，以此减少对英伟达的依赖，尤其瞄向定制化芯片。甚至Meta在与谷歌洽谈，使用谷歌的TPU芯片，用于训练AI模型。在定制芯片领域，最重要的玩家则是博通，客户主要包括谷歌、Meta和字节跳动等科技巨头，并透露一个新用户下达了100亿美元的新订单，外界普遍猜测是OpenAI。由于定制化AI芯片市场的强劲增长势头，博通AI收入持续高速增长，陈福阳此前表示，定制AI芯片业务，有望在2027年带来600亿-900亿美元的收入，是英伟达最强劲的竞争对手。在我国，因一直在封堵国内企业购买英伟达高性能芯片，从而使得我国芯片产业正在加速国产替代，旨在打破对高端芯片受制于人的局面。由此，摩尔线程、沐曦股份、壁仞科技等GPU厂商迎来黄金发展机遇，更是被视为中国版英伟达。英伟达一家独大的AI芯片局面，有望得到改变。前有博通阻击，后有摩尔线程、沐曦股份等创新企业追赶。不过，英伟达在GPU市场独领风骚，核心在于CUDA生态，形成了一套完整的开发工具链。对于本土GPU芯片厂商而言，仍需面对技术迭代、软硬生态、盈利及国际竞争等多重挑战。最后，在大模型时代，全球半导体市场格局正在重塑，英伟达正在推动通用GPU计算向GPU加速计算转型。IDC预计，2025年全球半导体收入将达到8000亿美元。其中，半导体市场的计算部分将增长36%，达到3490亿美元。英伟达无疑是这一波AI浪潮最大赢家，营收、净利润、市值等均实现了快速增长。当然，仍然不能忽视AI泡沫的担忧。杨剑勇，福布斯中国撰稿人，表达观点仅代表个人。致力于深度解读AI大模型、人工智能、物联网、云计算和智能硬件等前沿科技。","news_type":1,"symbols_score_info":{"NVD3.UK":0.6,"NVD2.UK":0.6,"SNVD.UK":0.6,"NVDS":0.6,"NVDX":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6,"NVDA":1.98,"NVDD":0.6,"NVD":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVIW.SI":0.6,"NVDY":0.6}},"isVote":1,"tweetType":1,"viewCount":1024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514902760841392,"gmtCreate":1766679824582,"gmtModify":1766679827302,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"审查算个事儿吗[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","listText":"审查算个事儿吗[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"审查算个事儿吗[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514902760841392","repostId":"1129615568","repostType":2,"repost":{"id":"1129615568","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1766419362,"share":"https://www.laohu8.com/m/news/1129615568?lang=zh_CN&edition=full","pubTime":"2025-12-23 00:02","market":"us","language":"zh","title":"异动解读 | 特朗普媒体科技集团盘中大跌，因60亿美元核聚变合并案引发监管审查","url":"https://stock-news.laohu8.com/highlight/detail?id=1129615568","media":"异动解读","summary":"特朗普媒体科技集团（DJT）今日盘中大跌5.03%，市场反应强烈。消息面上，该公司此前同意与核聚变开发商TAE Technologies合并，但该交易正面临监管机构的审查，引发了利益冲突的担忧。TAE的投资者包括Alphabet（GOOGL）等大型科技公司，进一步加剧了市场的不确定性。此次合并案价值高达60亿美元，监管机构的审查可能导致交易延迟或受阻，从而影响特朗普媒体科技集团的未来发展计划。投资者对此反应敏感，导致股价大幅下跌。","content":"<p>特朗普媒体科技集团（DJT）今日盘中大跌5.03%，市场反应强烈。</p><p>消息面上，该公司此前同意与核聚变开发商TAE Technologies合并，但该交易正面临监管机构的审查，引发了利益冲突的担忧。TAE的投资者包括Alphabet（GOOGL）等大型科技公司，进一步加剧了市场的不确定性。</p><p>此次合并案价值高达60亿美元，监管机构的审查可能导致交易延迟或受阻，从而影响特朗普媒体科技集团的未来发展计划。投资者对此反应敏感，导致股价大幅下跌。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读 | 特朗普媒体科技集团盘中大跌，因60亿美元核聚变合并案引发监管审查</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异动解读 | 特朗普媒体科技集团盘中大跌，因60亿美元核聚变合并案引发监管审查\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-12-23 00:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>特朗普媒体科技集团（DJT）今日盘中大跌5.03%，市场反应强烈。</p><p>消息面上，该公司此前同意与核聚变开发商TAE Technologies合并，但该交易正面临监管机构的审查，引发了利益冲突的担忧。TAE的投资者包括Alphabet（GOOGL）等大型科技公司，进一步加剧了市场的不确定性。</p><p>此次合并案价值高达60亿美元，监管机构的审查可能导致交易延迟或受阻，从而影响特朗普媒体科技集团的未来发展计划。投资者对此反应敏感，导致股价大幅下跌。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DJT":"特朗普媒体科技集团"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129615568","content_text":"特朗普媒体科技集团（DJT）今日盘中大跌5.03%，市场反应强烈。消息面上，该公司此前同意与核聚变开发商TAE Technologies合并，但该交易正面临监管机构的审查，引发了利益冲突的担忧。TAE的投资者包括Alphabet（GOOGL）等大型科技公司，进一步加剧了市场的不确定性。此次合并案价值高达60亿美元，监管机构的审查可能导致交易延迟或受阻，从而影响特朗普媒体科技集团的未来发展计划。投资者对此反应敏感，导致股价大幅下跌。","news_type":1,"symbols_score_info":{"DJT":1}},"isVote":1,"tweetType":1,"viewCount":1154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509657044087224,"gmtCreate":1765465931640,"gmtModify":1765465934033,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 左脚踩右脚[捂脸]&nbsp; 右脚断了[喷血]&nbsp; [喷血]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 左脚踩右脚[捂脸]&nbsp; 右脚断了[喷血]&nbsp; [喷血]&nbsp;&nbsp;","text":"$英伟达(NVDA)$ 左脚踩右脚[捂脸] 右脚断了[喷血] [喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509657044087224","isVote":1,"tweetType":1,"viewCount":1210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507555601498392,"gmtCreate":1764945616182,"gmtModify":1764945618634,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"纯忽悠[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","listText":"纯忽悠[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"纯忽悠[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507555601498392","repostId":"2589535899","repostType":2,"repost":{"id":"2589535899","kind":"highlight","pubTimestamp":1764932374,"share":"https://www.laohu8.com/m/news/2589535899?lang=zh_CN&edition=full","pubTime":"2025-12-05 18:59","market":"sh","language":"zh","title":"英伟达黄仁勋：也许两三年内，世界上90%的知识可能会由AI生成","url":"https://stock-news.laohu8.com/highlight/detail?id=2589535899","media":"格隆汇","summary":"深度学习可以解决任何问题","content":"<html><body><p>近日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>CEO黄仁勋做客美国第一播客乔·罗根(Joe Rogan)，访谈全文要点如下：</p><p>• 宏观经济与增长的底层逻辑：“如果我们没有能源增长，我们就无法有工业增长。如果我们没有工业增长，我们就无法有就业增长。就这么简单。”</p><p>• AI生成内容的未来趋势：“在未来，也许两三年内，世界上90%的知识可能会由AI生成。”</p><p>• AI能源成本的通缩效应(反直觉观点)：“在10年的时间里，大多数人使用人工智能所需的能量将是微不足道的，极其微不足道。……因为它不消耗那么多能量。”</p><p>• 深度学习的无限潜力(TAM市场规模)：“深度学习可以解决任何问题，所有有趣的问题，只要我们有输入和输出。”</p><p>• 专注与通过细分市场取胜的策略：“与其为每一个3D图形应用制造3D图形芯片，我们决定只为一种应用制造3D图形芯片。我们孤注一掷在视频游戏上。”</p><p>• 在市场不理解时坚持投资(如CUDA)：“如果你相信那个未来而不去做，你会后悔一辈子。……如果它真的非常难做，那就值得做。”</p><p>• 企业的危机意识与生存心态：“‘离倒闭只有30天’这句话我用了33年。……那种脆弱感、不确定感、不安全感。它不会离开你。”</p><p>• 领导者的纠错能力与转型：“如果你把自己放在超能力的位置上，我们就很难转型策略，因为我们本该一直是对的。……如果你总是对的，你怎么可能转型？因为转型要求你是错的。”</p><p>• 应对不确定性的方法论(第一性原理)：“时刻从第一性原理推导事情，总是将事情分解为第一性原理，理解为什么会发生，不断重新评估。”</p><p><img src=\"https://img5.gelonghui.com/live/4f384-998a2494-be2e-4bb4-b16c-e94e725862a1.jpg?guru_height=903&amp;guru_width=1719&amp;guru_size=153142\"/></p></body></html>","source":"gelonghui_highlight","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>英伟达黄仁勋：也许两三年内，世界上90%的知识可能会由AI生成</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英伟达黄仁勋：也许两三年内，世界上90%的知识可能会由AI生成\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-05 18:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/3331780><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，英伟达CEO黄仁勋做客美国第一播客乔·罗根(Joe Rogan)，访谈全文要点如下：• 宏观经济与增长的底层逻辑：“如果我们没有能源增长，我们就无法有工业增长。如果我们没有工业增长，我们就无法有就业增长。就这么简单。”• AI生成内容的未来趋势：“在未来，也许两三年内，世界上90%的知识可能会由AI生成。”• AI能源成本的通缩效应(反直觉观点)：“在10年的时间里，大多数人使用人工智能所需...</p>\n\n<a href=\"https://www.gelonghui.com/p/3331780\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/81e31-0567e094-4e04-423e-8d77-291c991fbd98.png?guru_height=200&guru_width=200&guru_size=80955","relate_stocks":{"LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","NVDU":"2倍做多NVDA ETF-Direxion","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","SNVD.UK":"LS -1X NVIDIA","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","NVDX":"2倍做多NVDA ETF-T-Rex","NVD":"2倍做空NVDA ETF-GraniteShares","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","NVDA":"英伟达","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","NVDY":"NVDA期权收益策略ETF-YieldMax","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","SG9999015978.USD":"利安颠覆性创新基金A","NVDD":"1倍做空NVDA ETF-Direxion","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","NVDS.UK":"LS -1X NVIDIA","NVD3.UK":"LS 3X NVIDIA","BK4527":"明星科技股","3NVD.UK":"LS 3X NVIDIA","NVD2.UK":"2X NVIDIA ETP","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","NVIW.SI":"NVDA 3xLongSG261006","2NVD.UK":"2X NVIDIA ETP","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","NVDS":"1.5倍做空NVDA ETF-Tradr","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC"},"source_url":"https://www.gelonghui.com/p/3331780","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2589535899","content_text":"近日，英伟达CEO黄仁勋做客美国第一播客乔·罗根(Joe Rogan)，访谈全文要点如下：• 宏观经济与增长的底层逻辑：“如果我们没有能源增长，我们就无法有工业增长。如果我们没有工业增长，我们就无法有就业增长。就这么简单。”• AI生成内容的未来趋势：“在未来，也许两三年内，世界上90%的知识可能会由AI生成。”• AI能源成本的通缩效应(反直觉观点)：“在10年的时间里，大多数人使用人工智能所需的能量将是微不足道的，极其微不足道。……因为它不消耗那么多能量。”• 深度学习的无限潜力(TAM市场规模)：“深度学习可以解决任何问题，所有有趣的问题，只要我们有输入和输出。”• 专注与通过细分市场取胜的策略：“与其为每一个3D图形应用制造3D图形芯片，我们决定只为一种应用制造3D图形芯片。我们孤注一掷在视频游戏上。”• 在市场不理解时坚持投资(如CUDA)：“如果你相信那个未来而不去做，你会后悔一辈子。……如果它真的非常难做，那就值得做。”• 企业的危机意识与生存心态：“‘离倒闭只有30天’这句话我用了33年。……那种脆弱感、不确定感、不安全感。它不会离开你。”• 领导者的纠错能力与转型：“如果你把自己放在超能力的位置上，我们就很难转型策略，因为我们本该一直是对的。……如果你总是对的，你怎么可能转型？因为转型要求你是错的。”• 应对不确定性的方法论(第一性原理)：“时刻从第一性原理推导事情，总是将事情分解为第一性原理，理解为什么会发生，不断重新评估。”","news_type":1,"symbols_score_info":{"NVDD":0.6,"SNVD.UK":0.6,"NVD2.UK":0.6,"NVDA":1.5,"NVDX":0.6,"NVD":0.6,"NVDY":0.6,"NVD3.UK":0.6,"NVDS":0.6,"NVDU":0.6,"NVIW.SI":0.6,"NVDS.UK":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":1195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507056513216704,"gmtCreate":1764823685706,"gmtModify":1764824391808,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 如果解不开芯片贸易限制，这个扣儿就是无解[财迷]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 如果解不开芯片贸易限制，这个扣儿就是无解[财迷]&nbsp;&nbsp;","text":"$英伟达(NVDA)$ 如果解不开芯片贸易限制，这个扣儿就是无解[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507056513216704","isVote":1,"tweetType":1,"viewCount":980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":434276903559272,"gmtCreate":1747058386879,"gmtModify":1747058388218,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPCE\">$维珍银河(SPCE)$&nbsp;</a><v-v data-views=\"1\"></v-v> 走起[财迷]&nbsp; [财迷]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/SPCE\">$维珍银河(SPCE)$&nbsp;</a><v-v data-views=\"1\"></v-v> 走起[财迷]&nbsp; [财迷]&nbsp;&nbsp;","text":"$维珍银河(SPCE)$ 走起[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":7,"repostSize":1,"link":"https://laohu8.com/post/434276903559272","isVote":1,"tweetType":1,"viewCount":5804,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3541157105672035","authorId":"3541157105672035","name":"高迪骑士","avatar":"https://static.tigerbbs.com/1d64d04fad150cc63523159ec2b5ab8f","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3541157105672035","idStr":"3541157105672035"},"content":"劳资亏了70万这次能不能干回来","text":"劳资亏了70万这次能不能干回来","html":"劳资亏了70万这次能不能干回来"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280724697587976,"gmtCreate":1709565270041,"gmtModify":1709565418469,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 真牛🐮","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 真牛🐮","text":"$美国超微公司(AMD)$ 真牛🐮","images":[{"img":"https://static.tigerbbs.com/fd159459649a5371627043c56818286a","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/280724697587976","isVote":1,"tweetType":1,"viewCount":2790,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"content":"估计你是做了定投","text":"估计你是做了定投","html":"估计你是做了定投"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":351194302746808,"gmtCreate":1726763319246,"gmtModify":1726763336128,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$PayPal(PYPL)$","images":[{"img":"https://static.tigerbbs.com/dbeeff5d1f68e48147b4e2098abad95e","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/351194302746808","isVote":1,"tweetType":1,"viewCount":1725,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3514275927528277","authorId":"3514275927528277","name":"不加杠杆不借钱","avatar":"https://static.tigerbbs.com/5c4940497dad1ead580fcafde2bf4721","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3514275927528277","idStr":"3514275927528277"},"content":"最低点50，阁下58的成本拿到现在，在下佩服","text":"最低点50，阁下58的成本拿到现在，在下佩服","html":"最低点50，阁下58的成本拿到现在，在下佩服"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":620278298,"gmtCreate":1669810866914,"gmtModify":1669810868189,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a><v-v data-views=\"0\"></v-v>今天有可能暴跌[愤怒]&nbsp; 各种消息综合评估暴跌即将开始，闪了","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a><v-v data-views=\"0\"></v-v>今天有可能暴跌[愤怒]&nbsp; 各种消息综合评估暴跌即将开始，闪了","text":"$纳斯达克(.IXIC)$ 今天有可能暴跌[愤怒] 各种消息综合评估暴跌即将开始，闪了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":19,"repostSize":1,"link":"https://laohu8.com/post/620278298","isVote":1,"tweetType":1,"viewCount":10436,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3465018371902521","authorId":"3465018371902521","name":"招财树","avatar":"https://static.tigerbbs.com/2523c7df6f3ecf5b0defdc3855f9f262","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3465018371902521","idStr":"3465018371902521"},"content":"你肯定是亏的那个吧","text":"你肯定是亏的那个吧","html":"你肯定是亏的那个吧"},{"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"content":"何以见得？","text":"何以见得？","html":"何以见得？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":386116915032104,"gmtCreate":1735311699810,"gmtModify":1735313105523,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OKLO\">$Oklo Inc.(OKLO)$&nbsp;</a> 如此神经病的股票[惊讶]&nbsp; [惊讶]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/OKLO\">$Oklo Inc.(OKLO)$&nbsp;</a> 如此神经病的股票[惊讶]&nbsp; [惊讶]&nbsp;&nbsp;","text":"$Oklo Inc.(OKLO)$ 如此神经病的股票[惊讶] [惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/386116915032104","isVote":1,"tweetType":1,"viewCount":1700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400903672009032,"gmtCreate":1738884348127,"gmtModify":1738884350004,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a><v-v data-views=\"1\"></v-v> 典型的上涨乏力[捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp; 大盘暴跌一下更为健康[开心]&nbsp; [开心]&nbsp; [开心]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a><v-v data-views=\"1\"></v-v> 典型的上涨乏力[捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp; 大盘暴跌一下更为健康[开心]&nbsp; [开心]&nbsp; [开心]&nbsp;&nbsp;","text":"$纳斯达克(.IXIC)$ 典型的上涨乏力[捂脸] [捂脸] [捂脸] 大盘暴跌一下更为健康[开心] [开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/400903672009032","isVote":1,"tweetType":1,"viewCount":3739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":136470871,"gmtCreate":1622037657793,"gmtModify":1622037657793,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"htmlText":"这不是正好吗[笑哭]&nbsp;[笑哭]&nbsp;回归中国呀[强]&nbsp;[强]&nbsp;[666]&nbsp;[666]&nbsp;","listText":"这不是正好吗[笑哭]&nbsp;[笑哭]&nbsp;回归中国呀[强]&nbsp;[强]&nbsp;[666]&nbsp;[666]&nbsp;","text":"这不是正好吗[笑哭] [笑哭] 回归中国呀[强] [强] [666] [666]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/136470871","repostId":"1146066424","repostType":4,"isVote":1,"tweetType":1,"viewCount":2509,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3462402875299459","authorId":"3462402875299459","name":"清野星光","avatar":"https://static.tigerbbs.com/6b47ee8f268db9213a6b2d2f4f4ea029","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3462402875299459","idStr":"3462402875299459"},"content":"回哪里不是一目了然吗？中国疫苗接种率也很低，深圳都还不到40%","text":"回哪里不是一目了然吗？中国疫苗接种率也很低，深圳都还不到40%","html":"回哪里不是一目了然吗？中国疫苗接种率也很低，深圳都还不到40%"},{"author":{"id":"3518527627041174","authorId":"3518527627041174","name":"猛逃","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3518527627041174","idStr":"3518527627041174"},"content":"发🦠财[疑问]","text":"发🦠财[疑问]","html":"发🦠财[疑问]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666532525,"gmtCreate":1665729528267,"gmtModify":1665729529915,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"htmlText":"自动驾驶先不说他技术何时能够成熟，何时才能真正用起来。假如把出租车行业给废了，都上自动驾驶了，这么多靠出租车生活的司机师傅们怎么安排[开心]&nbsp;","listText":"自动驾驶先不说他技术何时能够成熟，何时才能真正用起来。假如把出租车行业给废了，都上自动驾驶了，这么多靠出租车生活的司机师傅们怎么安排[开心]&nbsp;","text":"自动驾驶先不说他技术何时能够成熟，何时才能真正用起来。假如把出租车行业给废了，都上自动驾驶了，这么多靠出租车生活的司机师傅们怎么安排[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/666532525","repostId":"2275096946","repostType":2,"isVote":1,"tweetType":1,"viewCount":5955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861693014,"gmtCreate":1632490273238,"gmtModify":1632490273238,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>被逼无奈的业务转型裁员属于很正常的操作行为","listText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>被逼无奈的业务转型裁员属于很正常的操作行为","text":"$新东方(EDU)$被逼无奈的业务转型裁员属于很正常的操作行为","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/861693014","isVote":1,"tweetType":1,"viewCount":4029,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3475723752998380","authorId":"3475723752998380","name":"几乎不看","avatar":"https://static.tigerbbs.com/a5d8f49cdcfe869b8ec00cc22644225d","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3475723752998380","idStr":"3475723752998380"},"content":"重新开始，现在要怎么估值？","text":"重新开始，现在要怎么估值？","html":"重新开始，现在要怎么估值？"},{"author":{"id":"4092760556659010","authorId":"4092760556659010","name":"feisky777","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4092760556659010","idStr":"4092760556659010"},"content":"退市也属于很正常的市场行为。","text":"退市也属于很正常的市场行为。","html":"退市也属于很正常的市场行为。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367730324,"gmtCreate":1614965815668,"gmtModify":1703483794884,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>每一次拉升都是出货的好机会，我先把话放这儿，这轮调整远没到底","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>每一次拉升都是出货的好机会，我先把话放这儿，这轮调整远没到底","text":"$纳斯达克(.IXIC)$每一次拉升都是出货的好机会，我先把话放这儿，这轮调整远没到底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/367730324","isVote":1,"tweetType":1,"viewCount":6071,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576087696447575","authorId":"3576087696447575","name":"syxu828","avatar":"https://static.tigerbbs.com/d543417246e0bdbc537e004d58ab0d6f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3576087696447575","idStr":"3576087696447575"},"content":"我觉得啊，散户最大的特点就是喜欢自我安慰。这波才开始，给你们机会撤了，都不撤，别怪华尔街日后宰了你。","text":"我觉得啊，散户最大的特点就是喜欢自我安慰。这波才开始，给你们机会撤了，都不撤，别怪华尔街日后宰了你。","html":"我觉得啊，散户最大的特点就是喜欢自我安慰。这波才开始，给你们机会撤了，都不撤，别怪华尔街日后宰了你。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}