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22:39

$SpaceX(SPCX)$ 跌的挺快[捂脸] [捂脸] 今晚破发[开心] [开心]

21:45

$纳斯达克(.IXIC)$ 虎鲸入池万股崩[捂脸] [捂脸] 可参考当年中石油上市an

06-11 09:54

赔本儿赚吆喝[开心] [开心] 投资大还没啥利润💰

数据中心成本担忧加剧，甲骨文资本开支超预期，新财年计划融资翻倍至400亿美元

06-11 07:32

$纳斯达克(.IXIC)$ 拉完了[捂脸] [捂脸]

06-07

$纳斯达克(.IXIC)$ 送你一个字“桃”🍑[捂脸]

06-06

$甲骨文(ORCL)$ 爆了[捂脸] [捂脸]

06-06

$Space Exploration Technologies Corp(SPCX)$ 上市即破发[捂脸] [捂脸] sh

06-06

$纳斯达克(.IXIC)$ AI短期没戏了[捂脸] [捂脸] 跑吧[看跌] [看跌] [看跌]

06-06

$纳斯达克(.IXIC)$ 这是为了欢迎spaceX上市吗[捂脸] [捂脸]

06-03

一群垃圾高管🐶

Form 4 | Oklo Inc. 联合创始人兼CEO Jacob DeWitte 通过本人及配偶信托合计减持200,000股普通股

05-31

伊朗不接受川子打算怎么收场[开心] [开心] [捂脸] [捂脸]

特朗普向伊朗提出更严苛的谅解备忘录条款

05-27

沃什可以踏踏实实地加息了[开心] [开心]

昨夜今晨 | 纳指、标普500再创新高，美光大涨19%，太空股全线拉升，英伟达三连跌

05-20

AI能把崩盘时间往后推几年[捂脸] [捂脸] 该崩还得崩[喷血] 而且会更猛

传奇投资人震撼发声：若不是AI，美国经济和美股早在三年前就崩了

04-30

那叫“老乡别走”[捂脸] [捂脸]

Wedbush高呼“市场错了”：OpenAI恐慌是“假摔”！甲骨文大跌后迎来买入良机

04-24

不敢登陆了吗[捂脸] [捂脸] [捂脸]

美国军方正制定重新开战方案，重点打击霍尔木兹海峡周边的伊朗目标

04-20

伊朗不能怂[强] [强] 干它[强] [强] [强]

美军向伊朗货船开火并登船控制，伊方称发射无人机还击

04-16

就会吹牛逼[捂脸] [捂脸] 去登陆嘛[开心] [开心] 我看最终能回来几个[贱笑] [贱笑] [贱笑]

白宫高级官员称美国可“无限期”封锁伊朗港口

04-13

见什么底？还没开始跌呢[捂脸] [捂脸] [捂脸]

中信建投：美股科技，见底了吗？

04-02

再怎么说裁员降薪也不是个好兆头[捂脸] [捂脸]

甲骨文全球裁员3万人：AI投资回报不足削减成本建AI数据中心

03-31

特朗普不傻的话还是赶快撤吧[捂脸] [捂脸]

特朗普：愿意在不重新开放霍尔木兹海峡的情况下结束战争

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可参考当年中石油上市an","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574496585343096","isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573903671321992,"gmtCreate":1781142847599,"gmtModify":1781144560441,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"title":"","htmlText":"赔本儿赚吆喝[开心]&nbsp; [开心]&nbsp; 投资大还没啥利润💰","listText":"赔本儿赚吆喝[开心]&nbsp; [开心]&nbsp; 投资大还没啥利润💰","text":"赔本儿赚吆喝[开心] [开心] 投资大还没啥利润💰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573903671321992","repostId":"2642927479","repostType":2,"repost":{"id":"2642927479","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":1781121982,"share":"https://www.laohu8.com/m/news/2642927479?lang=zh_CN&edition=full","pubTime":"2026-06-11 04:06","market":"us","language":"zh","title":"数据中心成本担忧加剧，甲骨文资本开支超预期，新财年计划融资翻倍至400亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2642927479","media":"华尔街见闻","summary":"甲骨文第四财季资本开支159亿美元，本财年全年资本开支557亿美元，公司预期为500亿美元；公司预计新财年资本开支700亿美元。本财年自由现金流为-237亿美元。预计新财年将通过债务和股权融资筹集400亿美元，其中包括此前宣布的200亿美元股票发行计划。盘后股价一度跌超9%。","content":"<html><head></head><body><blockquote><p style=\"text-align: left;\"><span>甲骨文第四财季资本开支159亿美元，本财年全年资本开支557亿美元，公司预期为500亿美元；公司预计新财年资本开支700亿美元。本财年自由现金流为-237亿美元。预计新财年将通过债务和股权融资筹集400亿美元，其中包括此前宣布的200亿美元股票发行计划。</span></p></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/04d7c41b16dace8b5931b689af9db7ff\" data-align=\"center\" tg-width=\"644\" tg-height=\"1156\"/><span></span></p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>（Oracle）公布截至2026年5月底的第四财季及全年业绩，<strong>资本开支超预期与公司新融资计划引发市场担忧。</strong>同时云基础设施业务强劲增长推动多项财务指标创下历史纪录，公司同步上调全年盈利指引。</p><p style=\"text-align: justify;\"><strong>甲骨文第四财季资本开支159亿美元，本财年全年资本开支557亿美元，公司预期为500亿美元；公司预计新财年资本开支700亿美元。</strong></p><p style=\"text-align: justify;\">同时公司表示，<strong>预计将通过债务和股权融资筹集400亿美元，其中包括此前宣布的200亿美元股票发行计划。</strong>此举引发了投资者的担忧，盘后股价一度跌超9%。</p><p style=\"text-align: justify;\">公司第四财季总营收同比增长21%至192亿美元，预期190.9亿美元。云基础设施营收同比飙升93%至58亿美元，为整体业绩最主要的驱动力。<strong>本财年自由现金流为-237亿美元。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9fb0b5ca86d0668359941e766cbcce41\" data-align=\"center\" tg-width=\"640\" tg-height=\"254\"/><span></span></p><p style=\"text-align: justify;\">截至季末，公司待履约收入（RPO）较上季度净增850亿美元，达到创纪录的6380亿美元，同比大幅增长363%，折射出市场对AI云计算服务的巨大需求。</p><p style=\"text-align: justify;\">在前瞻指引方面，甲骨文预计第一财季总营收增速将加速至27%至29%，云业务收入增速将进一步跃升至57%至64%；全年FY2027收入目标维持900亿美元不变，但非GAAP每股盈利指引上调至8.05美元，同比增长约18%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81caf3b7ddf09b2a2e7a2c750646b463\" data-align=\"center\" tg-width=\"907\" tg-height=\"580\"/><span></span></p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>重资本扩张引担忧：FY2027筹资400亿美元，新增200亿美元</strong></h2><p style=\"text-align: justify;\">为支撑AI云基础设施的大规模扩张，甲骨文已进入高强度融资周期。FY2026全年，公司通过债务融资筹集430亿美元，通过股权融资筹集50亿美元，合计480亿美元。</p><p style=\"text-align: justify;\">展望FY2027，公司预计将通过债务与股权组合方式再融资约400亿美元，其中包括此前已宣布的200亿美元<strong>按市价增发（ATM）</strong>股权计划。<strong>公司同时表示，在2026自然年内不再新增债务融资。</strong></p><p style=\"text-align: justify;\">自由现金流的持续为负，反映出当前扩张阶段资本支出的高强度。公司在其数据中心建设中引入了以天然气燃料电池为核心的清洁能源方案，并将高性能网络、先进安全架构和自主化软件作为差异化竞争优势。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>营收全线创纪录，云业务主导增长</strong></h2><p style=\"text-align: justify;\">第四财季，甲骨文总营收同比增长21%至192亿美元，其中云业务（IaaS+SaaS）合计营收同比增长47%至99亿美元，首次突破百亿美元关口。</p><p style=\"text-align: justify;\">分业务来看，云基础设施（IaaS）营收同比增长93%至58亿美元，是增速最快的核心引擎；云应用（SaaS）营收同比增长10%至41亿美元。传统软件营收同比下滑2%至68亿美元，反映出客户持续向云端迁移的趋势。服务营收13亿美元，同比增长13%；硬件营收9亿美元，同比增长9%。</p><p style=\"text-align: justify;\">在盈利层面，第四财季非GAAP营业利润同比增长22%至创纪录的86亿美元，非GAAP每股盈利同比增长24%至2.11美元；GAAP每股盈利同比增长21%至1.45美元。</p><p style=\"text-align: justify;\">就全年而言，FY2026总营收同比增长17%至创纪录的674亿美元，云营收同比增长39%至340亿美元。全年经营性现金流同比增长54%至创纪录的320亿美元，反映出较强的现金创造能力。不过，由于持续大规模投入云基础设施建设，全年自由现金流为负237亿美元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4bbb69d1140f413a92127b50caf0d08a\" data-align=\"center\" tg-width=\"640\" tg-height=\"337\"/><span></span></p><p style=\"text-align: justify;\">甲骨文在财报中着重阐述了AI在医疗健康领域的战略布局。公司表示，将推出全新AI版本的Cerner医院及诊所患者管理系统，并预计这将推动Oracle Health整体业务在FY2027实现两位数增长。</p><p style=\"text-align: justify;\">公司还提及，AI分子设计模型有望加速新药研发，而其新推出的AI临床试验系统旨在帮助监管机构更快速地审查和批准临床试验结果，从而缩短患者获得新药的等待时间。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>AI大单涌入，待履约收入规模创纪录</strong></h2><p style=\"text-align: justify;\">RPO数据是本次财报中最受市场关注的指标之一。截至第四财季末，甲骨文RPO达到6380亿美元，单季净增850亿美元，同比增幅高达363%。</p><p style=\"text-align: justify;\">公司披露，第三、四财季RPO的大幅增长，主要来自大规模AI合同。这些合同的特殊结构在于：客户或预先支付费用由甲骨文采购GPU，或由客户自行购买GPU后提供给甲骨文使用。截至目前，上述预付款及客户自供硬件金额合计已达750亿美元。</p><p style=\"text-align: justify;\">甲骨文表示，这一安排大幅降低了公司自身为建设AI数据中心所需筹集的资本规模。</p><p style=\"text-align: justify;\">值得关注的还有Oracle Multicloud AI Database业务，该业务在第四财季同比增长404%，成为公司有史以来增速最快的业务线。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>下季度指引营收增长27%至29%，上调全年盈利指引</strong></h2><p style=\"text-align: justify;\">在前瞻指引方面，<strong>第一财季总营收预计同比增长27%至29%；云业务营收预计同比增长57%至64%</strong>；非GAAP每股盈利预计为1.72至1.76美元，同比增长17%至20%。</p><p style=\"text-align: justify;\"><strong>全年FY2027，公司维持900亿美元总营收目标，并将非GAAP每股盈利指引上调至8.05美元。</strong></p><p style=\"text-align: justify;\">公司注明，剔除FY2026出售Ampere芯片业务及Bloom Energy认股权证所产生的一次性投资收益后，FY2027非GAAP每股盈利增速约为18%。</p><p style=\"text-align: justify;\">甲骨文董事会宣布，派发每股0.50美元的季度现金股息，将于2026年7月24日支付给截至7月10日登记在册的股东。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>数据中心成本担忧加剧，甲骨文资本开支超预期，新财年计划融资翻倍至400亿美元</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n数据中心成本担忧加剧，甲骨文资本开支超预期，新财年计划融资翻倍至400亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-11 04:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p style=\"text-align: left;\"><span>甲骨文第四财季资本开支159亿美元，本财年全年资本开支557亿美元，公司预期为500亿美元；公司预计新财年资本开支700亿美元。本财年自由现金流为-237亿美元。预计新财年将通过债务和股权融资筹集400亿美元，其中包括此前宣布的200亿美元股票发行计划。</span></p></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/04d7c41b16dace8b5931b689af9db7ff\" data-align=\"center\" tg-width=\"644\" tg-height=\"1156\"/><span></span></p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>（Oracle）公布截至2026年5月底的第四财季及全年业绩，<strong>资本开支超预期与公司新融资计划引发市场担忧。</strong>同时云基础设施业务强劲增长推动多项财务指标创下历史纪录，公司同步上调全年盈利指引。</p><p style=\"text-align: justify;\"><strong>甲骨文第四财季资本开支159亿美元，本财年全年资本开支557亿美元，公司预期为500亿美元；公司预计新财年资本开支700亿美元。</strong></p><p style=\"text-align: justify;\">同时公司表示，<strong>预计将通过债务和股权融资筹集400亿美元，其中包括此前宣布的200亿美元股票发行计划。</strong>此举引发了投资者的担忧，盘后股价一度跌超9%。</p><p style=\"text-align: justify;\">公司第四财季总营收同比增长21%至192亿美元，预期190.9亿美元。云基础设施营收同比飙升93%至58亿美元，为整体业绩最主要的驱动力。<strong>本财年自由现金流为-237亿美元。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9fb0b5ca86d0668359941e766cbcce41\" data-align=\"center\" tg-width=\"640\" tg-height=\"254\"/><span></span></p><p style=\"text-align: justify;\">截至季末，公司待履约收入（RPO）较上季度净增850亿美元，达到创纪录的6380亿美元，同比大幅增长363%，折射出市场对AI云计算服务的巨大需求。</p><p style=\"text-align: justify;\">在前瞻指引方面，甲骨文预计第一财季总营收增速将加速至27%至29%，云业务收入增速将进一步跃升至57%至64%；全年FY2027收入目标维持900亿美元不变，但非GAAP每股盈利指引上调至8.05美元，同比增长约18%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81caf3b7ddf09b2a2e7a2c750646b463\" data-align=\"center\" tg-width=\"907\" tg-height=\"580\"/><span></span></p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>重资本扩张引担忧：FY2027筹资400亿美元，新增200亿美元</strong></h2><p style=\"text-align: justify;\">为支撑AI云基础设施的大规模扩张，甲骨文已进入高强度融资周期。FY2026全年，公司通过债务融资筹集430亿美元，通过股权融资筹集50亿美元，合计480亿美元。</p><p style=\"text-align: justify;\">展望FY2027，公司预计将通过债务与股权组合方式再融资约400亿美元，其中包括此前已宣布的200亿美元<strong>按市价增发（ATM）</strong>股权计划。<strong>公司同时表示，在2026自然年内不再新增债务融资。</strong></p><p style=\"text-align: justify;\">自由现金流的持续为负，反映出当前扩张阶段资本支出的高强度。公司在其数据中心建设中引入了以天然气燃料电池为核心的清洁能源方案，并将高性能网络、先进安全架构和自主化软件作为差异化竞争优势。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>营收全线创纪录，云业务主导增长</strong></h2><p style=\"text-align: justify;\">第四财季，甲骨文总营收同比增长21%至192亿美元，其中云业务（IaaS+SaaS）合计营收同比增长47%至99亿美元，首次突破百亿美元关口。</p><p style=\"text-align: justify;\">分业务来看，云基础设施（IaaS）营收同比增长93%至58亿美元，是增速最快的核心引擎；云应用（SaaS）营收同比增长10%至41亿美元。传统软件营收同比下滑2%至68亿美元，反映出客户持续向云端迁移的趋势。服务营收13亿美元，同比增长13%；硬件营收9亿美元，同比增长9%。</p><p style=\"text-align: justify;\">在盈利层面，第四财季非GAAP营业利润同比增长22%至创纪录的86亿美元，非GAAP每股盈利同比增长24%至2.11美元；GAAP每股盈利同比增长21%至1.45美元。</p><p style=\"text-align: justify;\">就全年而言，FY2026总营收同比增长17%至创纪录的674亿美元，云营收同比增长39%至340亿美元。全年经营性现金流同比增长54%至创纪录的320亿美元，反映出较强的现金创造能力。不过，由于持续大规模投入云基础设施建设，全年自由现金流为负237亿美元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4bbb69d1140f413a92127b50caf0d08a\" data-align=\"center\" tg-width=\"640\" tg-height=\"337\"/><span></span></p><p style=\"text-align: justify;\">甲骨文在财报中着重阐述了AI在医疗健康领域的战略布局。公司表示，将推出全新AI版本的Cerner医院及诊所患者管理系统，并预计这将推动Oracle Health整体业务在FY2027实现两位数增长。</p><p style=\"text-align: justify;\">公司还提及，AI分子设计模型有望加速新药研发，而其新推出的AI临床试验系统旨在帮助监管机构更快速地审查和批准临床试验结果，从而缩短患者获得新药的等待时间。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>AI大单涌入，待履约收入规模创纪录</strong></h2><p style=\"text-align: justify;\">RPO数据是本次财报中最受市场关注的指标之一。截至第四财季末，甲骨文RPO达到6380亿美元，单季净增850亿美元，同比增幅高达363%。</p><p style=\"text-align: justify;\">公司披露，第三、四财季RPO的大幅增长，主要来自大规模AI合同。这些合同的特殊结构在于：客户或预先支付费用由甲骨文采购GPU，或由客户自行购买GPU后提供给甲骨文使用。截至目前，上述预付款及客户自供硬件金额合计已达750亿美元。</p><p style=\"text-align: justify;\">甲骨文表示，这一安排大幅降低了公司自身为建设AI数据中心所需筹集的资本规模。</p><p style=\"text-align: justify;\">值得关注的还有Oracle Multicloud AI Database业务，该业务在第四财季同比增长404%，成为公司有史以来增速最快的业务线。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>下季度指引营收增长27%至29%，上调全年盈利指引</strong></h2><p style=\"text-align: justify;\">在前瞻指引方面，<strong>第一财季总营收预计同比增长27%至29%；云业务营收预计同比增长57%至64%</strong>；非GAAP每股盈利预计为1.72至1.76美元，同比增长17%至20%。</p><p style=\"text-align: justify;\"><strong>全年FY2027，公司维持900亿美元总营收目标，并将非GAAP每股盈利指引上调至8.05美元。</strong></p><p style=\"text-align: justify;\">公司注明，剔除FY2026出售Ampere芯片业务及Bloom Energy认股权证所产生的一次性投资收益后，FY2027非GAAP每股盈利增速约为18%。</p><p style=\"text-align: justify;\">甲骨文董事会宣布，派发每股0.50美元的季度现金股息，将于2026年7月24日支付给截至7月10日登记在册的股东。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c35c8a27605936ee42c5dc8842ec36a","relate_stocks":{"ORCL":"甲骨文"},"source_url":"https://wallstreetcn.com/articles/3774364","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2642927479","content_text":"甲骨文第四财季资本开支159亿美元，本财年全年资本开支557亿美元，公司预期为500亿美元；公司预计新财年资本开支700亿美元。本财年自由现金流为-237亿美元。预计新财年将通过债务和股权融资筹集400亿美元，其中包括此前宣布的200亿美元股票发行计划。甲骨文（Oracle）公布截至2026年5月底的第四财季及全年业绩，资本开支超预期与公司新融资计划引发市场担忧。同时云基础设施业务强劲增长推动多项财务指标创下历史纪录，公司同步上调全年盈利指引。甲骨文第四财季资本开支159亿美元，本财年全年资本开支557亿美元，公司预期为500亿美元；公司预计新财年资本开支700亿美元。同时公司表示，预计将通过债务和股权融资筹集400亿美元，其中包括此前宣布的200亿美元股票发行计划。此举引发了投资者的担忧，盘后股价一度跌超9%。公司第四财季总营收同比增长21%至192亿美元，预期190.9亿美元。云基础设施营收同比飙升93%至58亿美元，为整体业绩最主要的驱动力。本财年自由现金流为-237亿美元。截至季末，公司待履约收入（RPO）较上季度净增850亿美元，达到创纪录的6380亿美元，同比大幅增长363%，折射出市场对AI云计算服务的巨大需求。在前瞻指引方面，甲骨文预计第一财季总营收增速将加速至27%至29%，云业务收入增速将进一步跃升至57%至64%；全年FY2027收入目标维持900亿美元不变，但非GAAP每股盈利指引上调至8.05美元，同比增长约18%。重资本扩张引担忧：FY2027筹资400亿美元，新增200亿美元为支撑AI云基础设施的大规模扩张，甲骨文已进入高强度融资周期。FY2026全年，公司通过债务融资筹集430亿美元，通过股权融资筹集50亿美元，合计480亿美元。展望FY2027，公司预计将通过债务与股权组合方式再融资约400亿美元，其中包括此前已宣布的200亿美元按市价增发（ATM）股权计划。公司同时表示，在2026自然年内不再新增债务融资。自由现金流的持续为负，反映出当前扩张阶段资本支出的高强度。公司在其数据中心建设中引入了以天然气燃料电池为核心的清洁能源方案，并将高性能网络、先进安全架构和自主化软件作为差异化竞争优势。营收全线创纪录，云业务主导增长第四财季，甲骨文总营收同比增长21%至192亿美元，其中云业务（IaaS+SaaS）合计营收同比增长47%至99亿美元，首次突破百亿美元关口。分业务来看，云基础设施（IaaS）营收同比增长93%至58亿美元，是增速最快的核心引擎；云应用（SaaS）营收同比增长10%至41亿美元。传统软件营收同比下滑2%至68亿美元，反映出客户持续向云端迁移的趋势。服务营收13亿美元，同比增长13%；硬件营收9亿美元，同比增长9%。在盈利层面，第四财季非GAAP营业利润同比增长22%至创纪录的86亿美元，非GAAP每股盈利同比增长24%至2.11美元；GAAP每股盈利同比增长21%至1.45美元。就全年而言，FY2026总营收同比增长17%至创纪录的674亿美元，云营收同比增长39%至340亿美元。全年经营性现金流同比增长54%至创纪录的320亿美元，反映出较强的现金创造能力。不过，由于持续大规模投入云基础设施建设，全年自由现金流为负237亿美元。甲骨文在财报中着重阐述了AI在医疗健康领域的战略布局。公司表示，将推出全新AI版本的Cerner医院及诊所患者管理系统，并预计这将推动Oracle 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13:51","market":"us","language":"zh","title":"Form 4 | Oklo Inc. 联合创始人兼CEO Jacob DeWitte 通过本人及配偶信托合计减持200,000股普通股","url":"https://stock-news.laohu8.com/highlight/detail?id=1113148214","media":"公告助手","summary":"根据最新提交的Form 4，Oklo Inc.联合创始人兼CEO、董事及10%股东 Jacob DeWitte 于2026年6月1日通过10b5-1计划及其配偶名下的多项信托载体，合计出售约200,000股公司A类普通股。具体包括本人名下直接持有股份出售60,000股，以及通过Jacob DeWitte GRAT出售40,000股；其配偶 Caroline Cochran 名下及相关GRAT和家族信托共出售约100,000股。交易价格区间约为每股64.99至70.45美元。交易后，Jacob DeWitte 及其配偶通过多项信托仍持有公司大量股份。","content":"根据最新提交的Form 4，Oklo Inc.（股票代码：OKLO）联合创始人兼CEO、董事及10%股东 Jacob DeWitte 于2026年6月1日通过10b5-1计划及其配偶名下的多项信托载体，合计出售约200,000股公司A类普通股。具体包括本人名下直接持有股份出售60,000股，以及通过Jacob DeWitte GRAT出售40,000股；其配偶 Caroline Cochran 名下及相关GRAT和家族信托共出售约100,000股。交易价格区间约为每股64.99至70.45美元。交易后，Jacob DeWitte 及其配偶通过多项信托仍持有公司大量股份。高管及大股东在股价较高区间分批减持，通常被视为一定程度的利空信号，但本次为预先制定的10b5-1计划执行，减持动机可能更多为流动性或资产配置需求，投资者需结合公司基本面综合判断。","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>Form 4 | Oklo Inc. 联合创始人兼CEO Jacob DeWitte 通过本人及配偶信托合计减持200,000股普通股</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\">\nForm 4 | Oklo Inc. 联合创始人兼CEO Jacob DeWitte 通过本人及配偶信托合计减持200,000股普通股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1094185691\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">公告助手 </p>\n<p class=\"h-time\">2026-06-03 13:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n根据最新提交的Form 4，Oklo Inc.（股票代码：OKLO）联合创始人兼CEO、董事及10%股东 Jacob DeWitte 于2026年6月1日通过10b5-1计划及其配偶名下的多项信托载体，合计出售约200,000股公司A类普通股。具体包括本人名下直接持有股份出售60,000股，以及通过Jacob DeWitte GRAT出售40,000股；其配偶 Caroline Cochran 名下及相关GRAT和家族信托共出售约100,000股。交易价格区间约为每股64.99至70.45美元。交易后，Jacob DeWitte 及其配偶通过多项信托仍持有公司大量股份。高管及大股东在股价较高区间分批减持，通常被视为一定程度的利空信号，但本次为预先制定的10b5-1计划执行，减持动机可能更多为流动性或资产配置需求，投资者需结合公司基本面综合判断。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OKLO":"Oklo Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113148214","content_text":"根据最新提交的Form 4，Oklo Inc.（股票代码：OKLO）联合创始人兼CEO、董事及10%股东 Jacob DeWitte 于2026年6月1日通过10b5-1计划及其配偶名下的多项信托载体，合计出售约200,000股公司A类普通股。具体包括本人名下直接持有股份出售60,000股，以及通过Jacob DeWitte GRAT出售40,000股；其配偶 Caroline Cochran 名下及相关GRAT和家族信托共出售约100,000股。交易价格区间约为每股64.99至70.45美元。交易后，Jacob DeWitte 及其配偶通过多项信托仍持有公司大量股份。高管及大股东在股价较高区间分批减持，通常被视为一定程度的利空信号，但本次为预先制定的10b5-1计划执行，减持动机可能更多为流动性或资产配置需求，投资者需结合公司基本面综合判断。","news_type":1,"symbols_score_info":{"OKLO":1}},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570146322145320,"gmtCreate":1780200076769,"gmtModify":1780200202331,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"title":"","htmlText":"伊朗不接受川子打算怎么收场[开心]&nbsp; [开心]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","listText":"伊朗不接受川子打算怎么收场[开心]&nbsp; [开心]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"伊朗不接受川子打算怎么收场[开心] [开心] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/570146322145320","repostId":"1132554819","repostType":2,"repost":{"id":"1132554819","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":1780198028,"share":"https://www.laohu8.com/m/news/1132554819?lang=zh_CN&edition=full","pubTime":"2026-05-31 11:27","market":"us","language":"zh","title":"特朗普向伊朗提出更严苛的谅解备忘录条款","url":"https://stock-news.laohu8.com/highlight/detail?id=1132554819","media":"老虎资讯综合","summary":"新华社消息，据美国《纽约时报》30日援引美国官员的话报道，美国总统特朗普收紧了旨在结束对伊朗战事的谅解备忘录条款，并已将修改后的版本发给伊朗供其考虑。报道援引美国官员的话说，特朗普对谅解备忘录中涉及解冻伊朗资金的部分表示担忧，并不满伊朗迟迟未对美国的提议作出回应。","content":"<html><head></head><body><p style=\"text-align: left;\">新华社消息，据美国《纽约时报》30日援引美国官员的话报道，美国总统特朗普收紧了旨在结束对伊朗战事的谅解备忘录条款，并已将修改后的版本发给伊朗供其考虑。</p><p style=\"text-align: left;\">报道说，目前尚不清楚美方对条款内容做了哪些具体修改。报道援引美国官员的话说，特朗普对谅解备忘录中涉及解冻伊朗资金的部分表示担忧，并不满伊朗迟迟未对美国的提议作出回应。</p><p style=\"text-align: left;\">一名官员补充说，特朗普提出了“一份新的、更强硬的提案”，其潜在意图可能是通过向伊朗施压，促使其接受此前已送交伊朗最高领袖穆杰塔巴·哈梅内伊审批的现有条款框架，从而加快谈判进程。</p><p style=\"text-align: left;\">报道说，特朗普29日在白宫战情室与其助手举行了长达2小时的会议，专门讨论结束对伊战事，但会议结束后他未发表任何声明。另据美国阿克西奥斯新闻网站援引美国高级官员和知情人士消息称，在29日的会议上，特朗普要求对协议进行多处修改。</p><p style=\"text-align: left;\">伊朗外交部发言人巴加埃29日晚发表声明说，伊朗与美国之间的信息交流仍在继续，但尚未达成最终共识。</p><p style=\"text-align: left;\">特朗普29日在社交媒体发文重申美国与伊朗谈判的立场，称伊朗必须同意永远不拥有核武器；霍尔木兹海峡必须立即双向开放，免收通行费，允许航运交通不受限制地运行，所有水雷都需被清除；伊朗“那些被深埋于地下”的浓缩铀将被挖出来并销毁。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9f98b6c83b293342411814570da743fe\" data-align=\"center\" tg-width=\"751\" tg-height=\"436\"/><span></span></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>特朗普向伊朗提出更严苛的谅解备忘录条款</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特朗普向伊朗提出更严苛的谅解备忘录条款\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-05-31 11:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">新华社消息，据美国《纽约时报》30日援引美国官员的话报道，美国总统特朗普收紧了旨在结束对伊朗战事的谅解备忘录条款，并已将修改后的版本发给伊朗供其考虑。</p><p style=\"text-align: left;\">报道说，目前尚不清楚美方对条款内容做了哪些具体修改。报道援引美国官员的话说，特朗普对谅解备忘录中涉及解冻伊朗资金的部分表示担忧，并不满伊朗迟迟未对美国的提议作出回应。</p><p style=\"text-align: left;\">一名官员补充说，特朗普提出了“一份新的、更强硬的提案”，其潜在意图可能是通过向伊朗施压，促使其接受此前已送交伊朗最高领袖穆杰塔巴·哈梅内伊审批的现有条款框架，从而加快谈判进程。</p><p style=\"text-align: left;\">报道说，特朗普29日在白宫战情室与其助手举行了长达2小时的会议，专门讨论结束对伊战事，但会议结束后他未发表任何声明。另据美国阿克西奥斯新闻网站援引美国高级官员和知情人士消息称，在29日的会议上，特朗普要求对协议进行多处修改。</p><p style=\"text-align: left;\">伊朗外交部发言人巴加埃29日晚发表声明说，伊朗与美国之间的信息交流仍在继续，但尚未达成最终共识。</p><p style=\"text-align: left;\">特朗普29日在社交媒体发文重申美国与伊朗谈判的立场，称伊朗必须同意永远不拥有核武器；霍尔木兹海峡必须立即双向开放，免收通行费，允许航运交通不受限制地运行，所有水雷都需被清除；伊朗“那些被深埋于地下”的浓缩铀将被挖出来并销毁。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9f98b6c83b293342411814570da743fe\" data-align=\"center\" tg-width=\"751\" tg-height=\"436\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/7ed29d90b87a6605e0b8dbdcc213f44b","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132554819","content_text":"新华社消息，据美国《纽约时报》30日援引美国官员的话报道，美国总统特朗普收紧了旨在结束对伊朗战事的谅解备忘录条款，并已将修改后的版本发给伊朗供其考虑。报道说，目前尚不清楚美方对条款内容做了哪些具体修改。报道援引美国官员的话说，特朗普对谅解备忘录中涉及解冻伊朗资金的部分表示担忧，并不满伊朗迟迟未对美国的提议作出回应。一名官员补充说，特朗普提出了“一份新的、更强硬的提案”，其潜在意图可能是通过向伊朗施压，促使其接受此前已送交伊朗最高领袖穆杰塔巴·哈梅内伊审批的现有条款框架，从而加快谈判进程。报道说，特朗普29日在白宫战情室与其助手举行了长达2小时的会议，专门讨论结束对伊战事，但会议结束后他未发表任何声明。另据美国阿克西奥斯新闻网站援引美国高级官员和知情人士消息称，在29日的会议上，特朗普要求对协议进行多处修改。伊朗外交部发言人巴加埃29日晚发表声明说，伊朗与美国之间的信息交流仍在继续，但尚未达成最终共识。特朗普29日在社交媒体发文重申美国与伊朗谈判的立场，称伊朗必须同意永远不拥有核武器；霍尔木兹海峡必须立即双向开放，免收通行费，允许航运交通不受限制地运行，所有水雷都需被清除；伊朗“那些被深埋于地下”的浓缩铀将被挖出来并销毁。","news_type":1,"symbols_score_info":{"CLmain":2,"BZmain":2}},"isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"天赐美金我照单全收","avatar":"https://static.tigerbbs.com/f02f168ddba4569baf461701fa8e5fe3","crmLevel":4,"crmLevelSwitch":1,"idStr":"4182346424956632","authorIdStr":"4182346424956632"},"content":"我建议被接受，一接受再次拨打就没有反抗能力了，别相信他，他三天两头都会变","text":"我建议被接受，一接受再次拨打就没有反抗能力了，别相信他，他三天两头都会变","html":"我建议被接受，一接受再次拨打就没有反抗能力了，别相信他，他三天两头都会变"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568775131362760,"gmtCreate":1779865402382,"gmtModify":1779866263876,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"title":"","htmlText":"沃什可以踏踏实实地加息了[开心]&nbsp; [开心]&nbsp;&nbsp;","listText":"沃什可以踏踏实实地加息了[开心]&nbsp; [开心]&nbsp;&nbsp;","text":"沃什可以踏踏实实地加息了[开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568775131362760","repostId":"1197695372","repostType":2,"repost":{"id":"1197695372","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":1779840235,"share":"https://www.laohu8.com/m/news/1197695372?lang=zh_CN&edition=full","pubTime":"2026-05-27 08:03","market":"us","language":"zh","title":"昨夜今晨 | 纳指、标普500再创新高，美光大涨19%，太空股全线拉升，英伟达三连跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1197695372","media":"老虎资讯综合","summary":"三大指数涨跌不一。","content":"<html><head></head><body><h2 id=\"id_1369596763\" style=\"text-align: left;\">摘要：</h2><ul style=\"\"><li><p style=\"text-align: left;\">美股收盘：三大指数涨跌不一，标普500和纳指均创下历史新高；</p></li><li><p>美媒称美国恢复霍尔木兹海峡护航，美军否认。伊朗总统：已准备好达成“有尊严的”框架协议。</p></li><li><p>美光科技大涨超19%，创新高，总市值超1万亿美元。瑞银分析师将美光科技目标价从535美元大幅上调至1625美元。</p></li><li><p style=\"text-align: left;\">受SpaceX IPO消息刺激，太空股全线大涨。Momentus飙升109.76%，Redwire涨26%，Firefly涨近19%，AST SpaceMobile涨超13%；</p></li><li><p>五角大楼被SpaceX“卡脖子”：星链坐地起价涨五倍，双方激烈争执，马斯克否认。</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1455f25eb157eb554fda9eceb3864503\" title=\"\" tg-width=\"2160\" tg-height=\"3840\"/></p><h2 id=\"id_2592509222\" style=\"text-align: left;\">海外市场</h2><p style=\"text-align: left;\"><strong>美股收盘：三大指数涨跌不一，道指、标普双双收创新高</strong></p><p style=\"text-align: left;\">周二（5月26日），美股三大指数涨跌不一。纳指收涨312.21点，涨幅1.19%，报26656.181点，突破5月14日所创收盘历史最高位26635.22点。标普500指数收涨45.65点，涨幅0.61%，报7519.12点，突破5月14日所创收盘历史最高位7501.24点。道琼斯工业平均指数收跌118.02点，跌幅0.23%，报50461.68点。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0f28f3731af9a245ec9208e946607e3f\" title=\"\" tg-width=\"735\" tg-height=\"303\"/></p><p style=\"text-align: left;\">大型科技股涨跌不一。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨1.78%，<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>涨1.54%，<a href=\"https://laohu8.com/S/META\">Meta</a>涨0.34%；<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌0.22%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌0.16%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌0.39%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌0.61%。</p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/MU\">美光科技</a> 大涨超19%，创新高，年内涨幅超213%，总市值超1万亿美元。</strong>瑞银分析师将美光科技目标价从535美元大幅上调至1625美元。同时，西部数据涨8.34%，闪迪涨7.5%，希捷科技涨4.06%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a136502228f32790ae80d1b277d37dc7\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: left;\">受SpaceX IPO消息刺激，太空股全线大涨。 <a href=\"https://laohu8.com/S/MNTS\">Momentus Inc.</a> 飙升109.76%，Redwire涨26%，Firefly涨近19%，AST SpaceMobile涨超13%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b6fec53758ed77df18cc424e0ac1361\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: left;\"><strong>国际油价一度大幅反弹</strong></p><p style=\"text-align: left;\">WTI 7月原油期货收跌2.71美元，跌幅2.81%，报93.89美元/桶。布伦特7月原油期货收涨3.44美元，涨幅3.58%，报99.58美元/桶。</p><p style=\"text-align: left;\"><strong>贵金属涨跌不一</strong></p><p style=\"text-align: left;\">COMEX黄金期跌0.30%，报4542.50美元/盎司；COMEX白银期货涨1.38%，报77.250美元/盎司。</p><h2 id=\"id_2924190518\" style=\"text-align: left;\">国际宏观</h2><p style=\"text-align: left;\"><strong>特朗普：CFTC对预测市场的专属管辖权“至关重要”</strong></p><p style=\"text-align: justify;\">美国总统特朗普在社交媒体发文称，“维护美国商品期货交易委员会（CFTC）对预测市场的专属管辖区至关重要，我们必须让它们蓬勃发展。在我的领导下，我们正在制定‘道路规则’，这将成为各州的黄金标准。</p><p><strong>随着通胀担忧加剧，美国消费者信心有所减弱</strong></p><p style=\"text-align: justify;\">5月份，美国消费者信心小幅下滑；受伊朗战争引发物价上涨的影响，消费者对当前经济状况的看法有所回落。美国5月谘商会消费者信心指数下跌0.7点，至93.1。衡量当前状况的指标在5月份下降3.2点至121.2，而衡量未来六个月预期的指标则上升至74.4。</p><p style=\"text-align: left;\"><strong>美国贸易代表格里尔：特朗普10%全球关税7月到期后或重新征收</strong></p><p style=\"text-align: left;\">据报道，美国贸易代表格里尔当地时间周二表示，特朗普总统的10%全球关税在7月到期后可能会重新征收，并指出相关法规并未明确总统能否在法律期限届满后重启这些关税。</p><p style=\"text-align: justify;\"><strong>前纽约联储主席杜德利：通胀多年未达标，美联储信誉面临风险</strong></p><p style=\"text-align: justify;\">前纽约联储主席杜德利警告称，鉴于长期未能实现2%的通胀目标，美联储作为“通胀斗士”的信誉正面临丧失的危险。“我们已连续五年多处于美联储通胀目标之上，”杜德利表示。“而且存在这样一种风险：通胀预期最终可能会脱锚。”他的这番言论突显了新任美联储主席沃什所面临的挑战。</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>昨夜今晨 | 纳指、标普500再创新高，美光大涨19%，太空股全线拉升，英伟达三连跌</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨 | 纳指、标普500再创新高，美光大涨19%，太空股全线拉升，英伟达三连跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-05-27 08:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 id=\"id_1369596763\" style=\"text-align: left;\">摘要：</h2><ul style=\"\"><li><p style=\"text-align: left;\">美股收盘：三大指数涨跌不一，标普500和纳指均创下历史新高；</p></li><li><p>美媒称美国恢复霍尔木兹海峡护航，美军否认。伊朗总统：已准备好达成“有尊严的”框架协议。</p></li><li><p>美光科技大涨超19%，创新高，总市值超1万亿美元。瑞银分析师将美光科技目标价从535美元大幅上调至1625美元。</p></li><li><p style=\"text-align: left;\">受SpaceX IPO消息刺激，太空股全线大涨。Momentus飙升109.76%，Redwire涨26%，Firefly涨近19%，AST SpaceMobile涨超13%；</p></li><li><p>五角大楼被SpaceX“卡脖子”：星链坐地起价涨五倍，双方激烈争执，马斯克否认。</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1455f25eb157eb554fda9eceb3864503\" title=\"\" tg-width=\"2160\" tg-height=\"3840\"/></p><h2 id=\"id_2592509222\" style=\"text-align: left;\">海外市场</h2><p style=\"text-align: left;\"><strong>美股收盘：三大指数涨跌不一，道指、标普双双收创新高</strong></p><p style=\"text-align: left;\">周二（5月26日），美股三大指数涨跌不一。纳指收涨312.21点，涨幅1.19%，报26656.181点，突破5月14日所创收盘历史最高位26635.22点。标普500指数收涨45.65点，涨幅0.61%，报7519.12点，突破5月14日所创收盘历史最高位7501.24点。道琼斯工业平均指数收跌118.02点，跌幅0.23%，报50461.68点。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0f28f3731af9a245ec9208e946607e3f\" title=\"\" tg-width=\"735\" tg-height=\"303\"/></p><p style=\"text-align: left;\">大型科技股涨跌不一。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨1.78%，<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>涨1.54%，<a href=\"https://laohu8.com/S/META\">Meta</a>涨0.34%；<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌0.22%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌0.16%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌0.39%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌0.61%。</p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/MU\">美光科技</a> 大涨超19%，创新高，年内涨幅超213%，总市值超1万亿美元。</strong>瑞银分析师将美光科技目标价从535美元大幅上调至1625美元。同时，西部数据涨8.34%，闪迪涨7.5%，希捷科技涨4.06%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a136502228f32790ae80d1b277d37dc7\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: left;\">受SpaceX IPO消息刺激，太空股全线大涨。 <a href=\"https://laohu8.com/S/MNTS\">Momentus Inc.</a> 飙升109.76%，Redwire涨26%，Firefly涨近19%，AST SpaceMobile涨超13%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b6fec53758ed77df18cc424e0ac1361\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: left;\"><strong>国际油价一度大幅反弹</strong></p><p style=\"text-align: left;\">WTI 7月原油期货收跌2.71美元，跌幅2.81%，报93.89美元/桶。布伦特7月原油期货收涨3.44美元，涨幅3.58%，报99.58美元/桶。</p><p style=\"text-align: left;\"><strong>贵金属涨跌不一</strong></p><p style=\"text-align: left;\">COMEX黄金期跌0.30%，报4542.50美元/盎司；COMEX白银期货涨1.38%，报77.250美元/盎司。</p><h2 id=\"id_2924190518\" style=\"text-align: left;\">国际宏观</h2><p style=\"text-align: left;\"><strong>特朗普：CFTC对预测市场的专属管辖权“至关重要”</strong></p><p style=\"text-align: justify;\">美国总统特朗普在社交媒体发文称，“维护美国商品期货交易委员会（CFTC）对预测市场的专属管辖区至关重要，我们必须让它们蓬勃发展。在我的领导下，我们正在制定‘道路规则’，这将成为各州的黄金标准。</p><p><strong>随着通胀担忧加剧，美国消费者信心有所减弱</strong></p><p style=\"text-align: justify;\">5月份，美国消费者信心小幅下滑；受伊朗战争引发物价上涨的影响，消费者对当前经济状况的看法有所回落。美国5月谘商会消费者信心指数下跌0.7点，至93.1。衡量当前状况的指标在5月份下降3.2点至121.2，而衡量未来六个月预期的指标则上升至74.4。</p><p style=\"text-align: left;\"><strong>美国贸易代表格里尔：特朗普10%全球关税7月到期后或重新征收</strong></p><p style=\"text-align: left;\">据报道，美国贸易代表格里尔当地时间周二表示，特朗普总统的10%全球关税在7月到期后可能会重新征收，并指出相关法规并未明确总统能否在法律期限届满后重启这些关税。</p><p style=\"text-align: justify;\"><strong>前纽约联储主席杜德利：通胀多年未达标，美联储信誉面临风险</strong></p><p style=\"text-align: justify;\">前纽约联储主席杜德利警告称，鉴于长期未能实现2%的通胀目标，美联储作为“通胀斗士”的信誉正面临丧失的危险。“我们已连续五年多处于美联储通胀目标之上，”杜德利表示。“而且存在这样一种风险：通胀预期最终可能会脱锚。”他的这番言论突显了新任美联储主席沃什所面临的挑战。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197695372","content_text":"摘要：美股收盘：三大指数涨跌不一，标普500和纳指均创下历史新高；美媒称美国恢复霍尔木兹海峡护航，美军否认。伊朗总统：已准备好达成“有尊严的”框架协议。美光科技大涨超19%，创新高，总市值超1万亿美元。瑞银分析师将美光科技目标价从535美元大幅上调至1625美元。受SpaceX IPO消息刺激，太空股全线大涨。Momentus飙升109.76%，Redwire涨26%，Firefly涨近19%，AST SpaceMobile涨超13%；五角大楼被SpaceX“卡脖子”：星链坐地起价涨五倍，双方激烈争执，马斯克否认。海外市场美股收盘：三大指数涨跌不一，道指、标普双双收创新高周二（5月26日），美股三大指数涨跌不一。纳指收涨312.21点，涨幅1.19%，报26656.181点，突破5月14日所创收盘历史最高位26635.22点。标普500指数收涨45.65点，涨幅0.61%，报7519.12点，突破5月14日所创收盘历史最高位7501.24点。道琼斯工业平均指数收跌118.02点，跌幅0.23%，报50461.68点。大型科技股涨跌不一。特斯拉涨1.78%，谷歌A涨1.54%，Meta涨0.34%；英伟达跌0.22%，苹果跌0.16%，亚马逊跌0.39%，微软跌0.61%。美光科技 大涨超19%，创新高，年内涨幅超213%，总市值超1万亿美元。瑞银分析师将美光科技目标价从535美元大幅上调至1625美元。同时，西部数据涨8.34%，闪迪涨7.5%，希捷科技涨4.06%。受SpaceX IPO消息刺激，太空股全线大涨。 Momentus Inc. 飙升109.76%，Redwire涨26%，Firefly涨近19%，AST SpaceMobile涨超13%。国际油价一度大幅反弹WTI 7月原油期货收跌2.71美元，跌幅2.81%，报93.89美元/桶。布伦特7月原油期货收涨3.44美元，涨幅3.58%，报99.58美元/桶。贵金属涨跌不一COMEX黄金期跌0.30%，报4542.50美元/盎司；COMEX白银期货涨1.38%，报77.250美元/盎司。国际宏观特朗普：CFTC对预测市场的专属管辖权“至关重要”美国总统特朗普在社交媒体发文称，“维护美国商品期货交易委员会（CFTC）对预测市场的专属管辖区至关重要，我们必须让它们蓬勃发展。在我的领导下，我们正在制定‘道路规则’，这将成为各州的黄金标准。随着通胀担忧加剧，美国消费者信心有所减弱5月份，美国消费者信心小幅下滑；受伊朗战争引发物价上涨的影响，消费者对当前经济状况的看法有所回落。美国5月谘商会消费者信心指数下跌0.7点，至93.1。衡量当前状况的指标在5月份下降3.2点至121.2，而衡量未来六个月预期的指标则上升至74.4。美国贸易代表格里尔：特朗普10%全球关税7月到期后或重新征收据报道，美国贸易代表格里尔当地时间周二表示，特朗普总统的10%全球关税在7月到期后可能会重新征收，并指出相关法规并未明确总统能否在法律期限届满后重启这些关税。前纽约联储主席杜德利：通胀多年未达标，美联储信誉面临风险前纽约联储主席杜德利警告称，鉴于长期未能实现2%的通胀目标，美联储作为“通胀斗士”的信誉正面临丧失的危险。“我们已连续五年多处于美联储通胀目标之上，”杜德利表示。“而且存在这样一种风险：通胀预期最终可能会脱锚。”他的这番言论突显了新任美联储主席沃什所面临的挑战。","news_type":1,"symbols_score_info":{".SPX":2,".DJI":2,".IXIC":2}},"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566199638320224,"gmtCreate":1779266657592,"gmtModify":1779266660988,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"title":"","htmlText":"AI能把崩盘时间往后推几年[捂脸]&nbsp; [捂脸]&nbsp; 该崩还得崩[喷血]&nbsp; 而且会更猛","listText":"AI能把崩盘时间往后推几年[捂脸]&nbsp; [捂脸]&nbsp; 该崩还得崩[喷血]&nbsp; 而且会更猛","text":"AI能把崩盘时间往后推几年[捂脸] [捂脸] 该崩还得崩[喷血] 而且会更猛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/566199638320224","repostId":"1142822254","repostType":2,"repost":{"id":"1142822254","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":1779247335,"share":"https://www.laohu8.com/m/news/1142822254?lang=zh_CN&edition=full","pubTime":"2026-05-20 11:22","market":"us","language":"zh","title":"传奇投资人震撼发声：若不是AI，美国经济和美股早在三年前就崩了","url":"https://stock-news.laohu8.com/highlight/detail?id=1142822254","media":"老虎资讯综合","summary":"股市已经处于部分泡沫之中。","content":"<html><head></head><body><p>人工智能(AI)对经济究竟有多少贡献？<strong>曾成功预测三次市场泡沫的传奇投资人Jeremy Grantham最新表示，如果不是因为人工智能带来大举投资，他认为美国经济很可能在2023年就陷入了衰退，而且股市也会暴跌。</strong>他在最新一档播客节目中表示： “我原本估计2023年，我们将陷入经济衰退，市场将再下跌 25%。而人工智能阻止了这种情况的发生。”“我们正处于未知领域，”他补充道，指的是美国经济对AI支出占GDP比例的“前所未有”的依赖。</p><p>人工智能的蓬勃发展推动了科技巨头们的大规模投资狂潮。据各公司声明，亚马逊、谷歌、Meta和微软今年共计拨出7250亿美元的资本支出，其中大部分将用于人工智能的建设。这一数额约占2025年美国GDP的2%。Grantham推测，如果不是人工智能，2023年的美国GDP增长率可能接近0%。人工智能领域的支出也对美股起到了重要的支撑作用。正是“七大科技巨头”(即人工智能交易的核心)在很大程度上推动标普500指数从2022年末到2023年走出了熊市。</p><p>而对于市场担心已久的泡沫问题，Grantham表示，实际上早在人工智能热潮兴起时，股市已经处于部分泡沫之中。他指的是2022年科技板块的大幅上涨以及人们对模因股的狂热追捧。“我们现在看到的是一个由泄了一半气、然后又复苏的泡沫再形成的泡沫。”</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>传奇投资人震撼发声：若不是AI，美国经济和美股早在三年前就崩了</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n传奇投资人震撼发声：若不是AI，美国经济和美股早在三年前就崩了\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-05-20 11:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>人工智能(AI)对经济究竟有多少贡献？<strong>曾成功预测三次市场泡沫的传奇投资人Jeremy Grantham最新表示，如果不是因为人工智能带来大举投资，他认为美国经济很可能在2023年就陷入了衰退，而且股市也会暴跌。</strong>他在最新一档播客节目中表示： “我原本估计2023年，我们将陷入经济衰退，市场将再下跌 25%。而人工智能阻止了这种情况的发生。”“我们正处于未知领域，”他补充道，指的是美国经济对AI支出占GDP比例的“前所未有”的依赖。</p><p>人工智能的蓬勃发展推动了科技巨头们的大规模投资狂潮。据各公司声明，亚马逊、谷歌、Meta和微软今年共计拨出7250亿美元的资本支出，其中大部分将用于人工智能的建设。这一数额约占2025年美国GDP的2%。Grantham推测，如果不是人工智能，2023年的美国GDP增长率可能接近0%。人工智能领域的支出也对美股起到了重要的支撑作用。正是“七大科技巨头”(即人工智能交易的核心)在很大程度上推动标普500指数从2022年末到2023年走出了熊市。</p><p>而对于市场担心已久的泡沫问题，Grantham表示，实际上早在人工智能热潮兴起时，股市已经处于部分泡沫之中。他指的是2022年科技板块的大幅上涨以及人们对模因股的狂热追捧。“我们现在看到的是一个由泄了一半气、然后又复苏的泡沫再形成的泡沫。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/adc02e59f9435ef09fea9c7a808cd768","relate_stocks":{".DJI":"道琼斯","DXD":"两倍做空道琼30指数ETF-ProShares",".IXIC":"NASDAQ Composite","SDS":"两倍做空标普500 ETF-ProShares","HIBL":"Direxion Daily S&P 500 High Beta Bull 3X 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ETN","SH":"做空标普500-Proshares","UDOW":"三倍做多道指30ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","SPXL":"三倍做多标普500ETF-Direxion","SSO":"2倍做多标普500ETF-ProShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142822254","content_text":"人工智能(AI)对经济究竟有多少贡献？曾成功预测三次市场泡沫的传奇投资人Jeremy Grantham最新表示，如果不是因为人工智能带来大举投资，他认为美国经济很可能在2023年就陷入了衰退，而且股市也会暴跌。他在最新一档播客节目中表示： “我原本估计2023年，我们将陷入经济衰退，市场将再下跌 25%。而人工智能阻止了这种情况的发生。”“我们正处于未知领域，”他补充道，指的是美国经济对AI支出占GDP比例的“前所未有”的依赖。人工智能的蓬勃发展推动了科技巨头们的大规模投资狂潮。据各公司声明，亚马逊、谷歌、Meta和微软今年共计拨出7250亿美元的资本支出，其中大部分将用于人工智能的建设。这一数额约占2025年美国GDP的2%。Grantham推测，如果不是人工智能，2023年的美国GDP增长率可能接近0%。人工智能领域的支出也对美股起到了重要的支撑作用。正是“七大科技巨头”(即人工智能交易的核心)在很大程度上推动标普500指数从2022年末到2023年走出了熊市。而对于市场担心已久的泡沫问题，Grantham表示，实际上早在人工智能热潮兴起时，股市已经处于部分泡沫之中。他指的是2022年科技板块的大幅上涨以及人们对模因股的狂热追捧。“我们现在看到的是一个由泄了一半气、然后又复苏的泡沫再形成的泡沫。”","news_type":1,"symbols_score_info":{"DXD":0.6,"YSPY":0.6,"DIA":0.6,"UPRO":0.6,"HIBL":0.6,"SPYU":0.6,"SPUU":0.6,"SPY":0.6,"SPXS":0.6,"SPYQ":0.6,".DJI":2,".IXIC":2,"IVV":0.6,"SSO":0.6,"SPXU":0.6,"SDS":0.6,".SPX":2,"SMAX":0.6,"DOG":0.6,"MMAX":0.6,"SPXL":0.6,"SH":0.6,"SDOW":0.6,"SPYH":0.6,"DDM":0.6,"DMAX":0.6,"UDOW":0.6,"VOO":0.6,"SPYM":0.6,"SPDN":0.6}},"isVote":1,"tweetType":1,"viewCount":1286,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4236573177318322","authorId":"4236573177318322","name":"偷鱼的夜鹭","avatar":"https://static.tigerbbs.com/5d3ab64e1c98e1c67075995f73d80941","crmLevel":1,"crmLevelSwitch":0,"idStr":"4236573177318322","authorIdStr":"4236573177318322"},"content":"世间万物都身处生灭法，有生有灭世间规律，问题的关键在于唱空的人永远无法准确预测出具体时间。","text":"世间万物都身处生灭法，有生有灭世间规律，问题的关键在于唱空的人永远无法准确预测出具体时间。","html":"世间万物都身处生灭法，有生有灭世间规律，问题的关键在于唱空的人永远无法准确预测出具体时间。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559009564512584,"gmtCreate":1777508639477,"gmtModify":1777508641864,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"title":"","htmlText":"那叫“老乡别走”[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","listText":"那叫“老乡别走”[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"那叫“老乡别走”[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559009564512584","repostId":"2631176295","repostType":2,"repost":{"id":"2631176295","kind":"news","pubTimestamp":1777470978,"share":"https://www.laohu8.com/m/news/2631176295?lang=zh_CN&edition=full","pubTime":"2026-04-29 21:56","market":"us","language":"zh","title":"Wedbush高呼“市场错了”：OpenAI恐慌是“假摔”！甲骨文大跌后迎来买入良机","url":"https://stock-news.laohu8.com/highlight/detail?id=2631176295","media":"智通财经","summary":"然而，Wedbush Securities在最新研究报告中旗帜鲜明地指出，市场的恐慌情绪已严重偏离基本面——这不仅是一场“反应过度”，更成就了甲骨文等高相关AI基建龙头的“绝佳买入机会”。Wedbush的\"错杀\"逻辑：市场恐慌与基本面的断裂放缓假象：Wedbush分析师明确表示，\"强烈反对\"OpenAI增长放缓的论调。值得注意的是，Wedbush对甲骨文AI战略的整体判断并非临时起意。尽管Wedbush立场鲜明地看多，市场恐慌却并非空穴来风。","content":"<html><head></head><body><p>4月29日，随着OpenAI披露未能达成内部用户与营收目标的报道持续发酵，与之深度绑定的科技股遭遇猛烈抛售。然而，Wedbush Securities在最新研究报告中旗帜鲜明地指出，市场的恐慌情绪已严重偏离基本面——这不仅是一场“反应过度”，更成就了<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>(ORCL.US)等高相关AI基建龙头的“绝佳买入机会”。</p><h2 id=\"id_2626970504\">Wedbush的&#34;错杀&#34;逻辑：市场恐慌与基本面的断裂</h2><p>放缓假象：Wedbush分析师明确表示，&#34;强烈反对&#34;OpenAI增长放缓的论调。该机构观察到，无论在消费者端还是企业端，OpenAI均保持着&#34;非常高的需求&#34;。该机构认为，近期完成1220亿美元融资后，OpenAI已拥有至少三年的充裕算力采购预算，暗示其履约能力并无实质性危机。</p><p>订单铁幕：Wedbush同时强调了甲骨文的压舱石——高达5530亿美元的剩余履约义务中，约3000亿美元来自与OpenAI签订的五年期云算力协议。这一合同为甲骨文提供了史无前例的收入可见性，使其在与同行对比时具备极强的防御属性。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1b59b632e6a8b7bd86183c84f3c4881\" tg-width=\"726\" tg-height=\"400\"/></p><p>估值洼地：该机构不仅重申对甲骨文的&#34;跑赢大盘&#34;评级，更明确维持225美元的目标价——以当前股价计，意味着逾30%的上行空间。该股过去六个月已累计下跌38%，Wedbush认为当前估值已为投资者提供了显著的折扣安全边际。</p><p>资金充裕：Wedbush分析师解释说，鉴于两家公司近期都进行了融资，尤其是甲骨文，它们的状况良好。甲骨文公司正计划通过债务和股权融资筹集500亿美元，而OpenAI近期从众多投资者处筹集了1220亿美元。</p><p>值得注意的是，Wedbush对甲骨文AI战略的整体判断并非临时起意。上周该机构已首次将甲骨文纳入覆盖范围，给予&#34;跑赢大盘&#34;评级和225美元目标价，指出甲骨文的资本支出有合同保障而非投机性质——其资本支出与RPO之比约为9%，远远低于行业平均约45.6%的水平。</p><h2 id=\"id_1436109366\">一份报道引发的&#34;血案&#34;</h2><p>触发此轮抛售情绪的源头是周二的一则报道，披露OpenAI近期未能达成其设定的新用户与营收目标。其中，ChatGPT聊天机器人未能在2025年底前实现每周10亿活跃用户的内部目标，同时在编程工具和企业级市场，OpenAI正面临来自竞争对手Anthropic日益强烈的挤压，其Claude AI模型备受业界推崇。</p><p>用户流失率仍是挑战，ChatGPT聊天机器人未能在2025年底前实现每周10亿活跃用户的内部目标。而<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的Gemini AI模型去年人气显著上升，用户数量实现大幅增长、进而蚕食了OpenAI的市场份额。</p><p>值得一提的是，<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>对OpenAI的追赶也体现在与谷歌相关联的一系列股票上。数据显示，近几个月以来，一篮子与OpenAI相关的股票明显跑输同业。自2024年底以来，该组股票累计上涨约75%，而类似的一组与谷歌相关的股票同期内的涨幅则超过300%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/073d78dea79839c71208fa970d00006e\" tg-width=\"634\" tg-height=\"374\"/></p><p>消息公布后，美股AI板块集体跳水。周二，甲骨文盘前一度暴跌7.7%至159.80美元，收盘跌超4%;<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>(CRWV.US)盘前下挫7.4%至104美元。日本<a href=\"https://laohu8.com/S/SFTBY\">软银集团</a>在东京市场收盘重挫近10%，创下自去年11月以来最大单日跌幅，美国OTC市场跌幅更达12.11%。<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)收跌1.63%;<a href=\"https://laohu8.com/S/AVGO\">博通</a>(AVGO.US)与<a href=\"https://laohu8.com/S/AMD\">AMD</a>(AMD.US)跌幅均超过3%。纳斯达克综合指数收跌0.90%，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数跌0.49%，道琼斯指数微跌0.05%——与OpenAI高度绑定的公司构成了这轮下跌的核心压力区。</p><p>尽管Wedbush立场鲜明地看多，市场恐慌却并非空穴来风。据知情人士透露，OpenAI首席财务官萨拉·弗里亚(Sarah Friar)已向公司高管层表达担忧：如果收入增长速度不够快，公司未来可能无法承担对甲骨文等公司的庞大算力采购义务。这一CFO级别的内部警示为市场注入了结构性的不确定性。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1815b595a284dc30c8136004a906d1a4\" tg-width=\"501\" tg-height=\"688\"/></p><p>与此同时，OpenAI与甲骨文在得克萨斯州阿比林的&#34;星际之门&#34;(Stargate)旗舰数据中心扩建计划已于今年3月因融资谈判僵局和需求变化而正式泡汤。该项目原本计划将数据中心规模从1.2GW推进至接近2GW，如今已被搁置，<a href=\"https://laohu8.com/S/META\">Meta</a>正考虑接手相关扩容项目。这一事实提醒投资者，尽管合同RPO数字庞大，但从&#34;合同签署&#34;到&#34;需求落地&#34;之间并非没有断裂的空间。</p><h2 id=\"id_1861710477\">多空激辩</h2><p>围绕甲骨文&#34;3000亿美元豪赌&#34;的多空之争，已在华尔街形成鲜明对峙。看多方以Wedbush为代表，构画的逻辑基础清晰——巨额积压订单提供收入可见性、充裕融资保障项目交付、长线需求逻辑依然坚实。更深层的支撑是：甲骨文RPO的庞大底座，使公司在即便面临短期需求扰动时，仍保有远高于同业的防御纵深。</p><p>然而，空方的逻辑同样锋利。部分市场分析人士将甲骨文当前的处境定性为&#34;对单一客户的单点信用风险暴露&#34;。甲骨文的RPO中有高达54%集中于OpenAI一家客户，当这&#34;最大信用支柱&#34;的高管层自身都开始质疑公司的履约能力时，积压合同从&#34;护城河&#34;转变为&#34;风险集中暴露点&#34;的可能性便不容忽视。此外，甲骨文过去四个季度的自由现金流为-247亿美元，长期债务半年间从813亿美元暴增至1308亿美元——这一押注的代价是极其沉重的资产负债表扩张压力。</p><p>尽管如此，Wedbush分析师反驳道：“鉴于甲骨文公司此次 500 亿美元的融资计划主要通过债务融资来支持其数据中心建设，而数据中心建设又取决于OpenAI能否按时履行其采购承诺，我们对甲骨文完成此次融资计划的能力充满信心。虽然这些担忧值得关注，但我们认为甲骨文股价的回调是一个绝佳的买入机会，因为OpenAI预计将于今年年底上市，这将为该公司提供来自公开市场的全新融资渠道。我们认为近期围绕OpenAI的担忧有些过头，该公司在近期完成1220亿美元的融资后，拥有足够的资金来满足其未来至少三年的计算能力需求，这让我们相信甲骨文的积压订单将在短期内得到满足，而其上市之路也将为其长期承诺提供充足的流动性。”</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>Wedbush高呼“市场错了”：OpenAI恐慌是“假摔”！甲骨文大跌后迎来买入良机</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWedbush高呼“市场错了”：OpenAI恐慌是“假摔”！甲骨文大跌后迎来买入良机\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-29 21:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1436589.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月29日，随着OpenAI披露未能达成内部用户与营收目标的报道持续发酵，与之深度绑定的科技股遭遇猛烈抛售。然而，Wedbush Securities在最新研究报告中旗帜鲜明地指出，市场的恐慌情绪已严重偏离基本面——这不仅是一场“反应过度”，更成就了甲骨文(ORCL.US)等高相关AI基建龙头的“绝佳买入机会”。Wedbush的\"错杀\"逻辑：市场恐慌与基本面的断裂放缓假象：Wedbush分析师明确...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1436589.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c35c8a27605936ee42c5dc8842ec36a","relate_stocks":{"LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","ORCS":"1倍做空ORCL ETF-Direxion","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc 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(HKD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD"},"source_url":"http://www.zhitongcaijing.com/content/detail/1436589.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2631176295","content_text":"4月29日，随着OpenAI披露未能达成内部用户与营收目标的报道持续发酵，与之深度绑定的科技股遭遇猛烈抛售。然而，Wedbush Securities在最新研究报告中旗帜鲜明地指出，市场的恐慌情绪已严重偏离基本面——这不仅是一场“反应过度”，更成就了甲骨文(ORCL.US)等高相关AI基建龙头的“绝佳买入机会”。Wedbush的\"错杀\"逻辑：市场恐慌与基本面的断裂放缓假象：Wedbush分析师明确表示，\"强烈反对\"OpenAI增长放缓的论调。该机构观察到，无论在消费者端还是企业端，OpenAI均保持着\"非常高的需求\"。该机构认为，近期完成1220亿美元融资后，OpenAI已拥有至少三年的充裕算力采购预算，暗示其履约能力并无实质性危机。订单铁幕：Wedbush同时强调了甲骨文的压舱石——高达5530亿美元的剩余履约义务中，约3000亿美元来自与OpenAI签订的五年期云算力协议。这一合同为甲骨文提供了史无前例的收入可见性，使其在与同行对比时具备极强的防御属性。估值洼地：该机构不仅重申对甲骨文的\"跑赢大盘\"评级，更明确维持225美元的目标价——以当前股价计，意味着逾30%的上行空间。该股过去六个月已累计下跌38%，Wedbush认为当前估值已为投资者提供了显著的折扣安全边际。资金充裕：Wedbush分析师解释说，鉴于两家公司近期都进行了融资，尤其是甲骨文，它们的状况良好。甲骨文公司正计划通过债务和股权融资筹集500亿美元，而OpenAI近期从众多投资者处筹集了1220亿美元。值得注意的是，Wedbush对甲骨文AI战略的整体判断并非临时起意。上周该机构已首次将甲骨文纳入覆盖范围，给予\"跑赢大盘\"评级和225美元目标价，指出甲骨文的资本支出有合同保障而非投机性质——其资本支出与RPO之比约为9%，远远低于行业平均约45.6%的水平。一份报道引发的\"血案\"触发此轮抛售情绪的源头是周二的一则报道，披露OpenAI近期未能达成其设定的新用户与营收目标。其中，ChatGPT聊天机器人未能在2025年底前实现每周10亿活跃用户的内部目标，同时在编程工具和企业级市场，OpenAI正面临来自竞争对手Anthropic日益强烈的挤压，其Claude AI模型备受业界推崇。用户流失率仍是挑战，ChatGPT聊天机器人未能在2025年底前实现每周10亿活跃用户的内部目标。而谷歌的Gemini AI模型去年人气显著上升，用户数量实现大幅增长、进而蚕食了OpenAI的市场份额。值得一提的是，谷歌对OpenAI的追赶也体现在与谷歌相关联的一系列股票上。数据显示，近几个月以来，一篮子与OpenAI相关的股票明显跑输同业。自2024年底以来，该组股票累计上涨约75%，而类似的一组与谷歌相关的股票同期内的涨幅则超过300%。消息公布后，美股AI板块集体跳水。周二，甲骨文盘前一度暴跌7.7%至159.80美元，收盘跌超4%;CoreWeave(CRWV.US)盘前下挫7.4%至104美元。日本软银集团在东京市场收盘重挫近10%，创下自去年11月以来最大单日跌幅，美国OTC市场跌幅更达12.11%。英伟达(NVDA.US)收跌1.63%;博通(AVGO.US)与AMD(AMD.US)跌幅均超过3%。纳斯达克综合指数收跌0.90%，标普500指数跌0.49%，道琼斯指数微跌0.05%——与OpenAI高度绑定的公司构成了这轮下跌的核心压力区。尽管Wedbush立场鲜明地看多，市场恐慌却并非空穴来风。据知情人士透露，OpenAI首席财务官萨拉·弗里亚(Sarah Friar)已向公司高管层表达担忧：如果收入增长速度不够快，公司未来可能无法承担对甲骨文等公司的庞大算力采购义务。这一CFO级别的内部警示为市场注入了结构性的不确定性。与此同时，OpenAI与甲骨文在得克萨斯州阿比林的\"星际之门\"(Stargate)旗舰数据中心扩建计划已于今年3月因融资谈判僵局和需求变化而正式泡汤。该项目原本计划将数据中心规模从1.2GW推进至接近2GW，如今已被搁置，Meta正考虑接手相关扩容项目。这一事实提醒投资者，尽管合同RPO数字庞大，但从\"合同签署\"到\"需求落地\"之间并非没有断裂的空间。多空激辩围绕甲骨文\"3000亿美元豪赌\"的多空之争，已在华尔街形成鲜明对峙。看多方以Wedbush为代表，构画的逻辑基础清晰——巨额积压订单提供收入可见性、充裕融资保障项目交付、长线需求逻辑依然坚实。更深层的支撑是：甲骨文RPO的庞大底座，使公司在即便面临短期需求扰动时，仍保有远高于同业的防御纵深。然而，空方的逻辑同样锋利。部分市场分析人士将甲骨文当前的处境定性为\"对单一客户的单点信用风险暴露\"。甲骨文的RPO中有高达54%集中于OpenAI一家客户，当这\"最大信用支柱\"的高管层自身都开始质疑公司的履约能力时，积压合同从\"护城河\"转变为\"风险集中暴露点\"的可能性便不容忽视。此外，甲骨文过去四个季度的自由现金流为-247亿美元，长期债务半年间从813亿美元暴增至1308亿美元——这一押注的代价是极其沉重的资产负债表扩张压力。尽管如此，Wedbush分析师反驳道：“鉴于甲骨文公司此次 500 亿美元的融资计划主要通过债务融资来支持其数据中心建设，而数据中心建设又取决于OpenAI能否按时履行其采购承诺，我们对甲骨文完成此次融资计划的能力充满信心。虽然这些担忧值得关注，但我们认为甲骨文股价的回调是一个绝佳的买入机会，因为OpenAI预计将于今年年底上市，这将为该公司提供来自公开市场的全新融资渠道。我们认为近期围绕OpenAI的担忧有些过头，该公司在近期完成1220亿美元的融资后，拥有足够的资金来满足其未来至少三年的计算能力需求，这让我们相信甲骨文的积压订单将在短期内得到满足，而其上市之路也将为其长期承诺提供充足的流动性。”","news_type":1,"symbols_score_info":{"ORCS":0.6,"ORCU":0.6,"ORCL":1.97,"ORCX":0.6}},"isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557058678003832,"gmtCreate":1777024277071,"gmtModify":1777024279720,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"title":"","htmlText":"不敢登陆了吗[捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","listText":"不敢登陆了吗[捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"不敢登陆了吗[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/557058678003832","repostId":"1154651535","repostType":2,"repost":{"id":"1154651535","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":1777017085,"share":"https://www.laohu8.com/m/news/1154651535?lang=zh_CN&edition=full","pubTime":"2026-04-24 15:51","market":"fut","language":"zh","title":"美国军方正制定重新开战方案，重点打击霍尔木兹海峡周边的伊朗目标","url":"https://stock-news.laohu8.com/highlight/detail?id=1154651535","media":"老虎资讯综合","summary":"迫使伊朗重返谈判桌。","content":"<html><head></head><body><p>美国有线电视新闻网援引消息人士的话报道称，<strong>美国军方正在制定新方案，一旦美伊停火破裂，美军将针对伊朗在霍尔木兹海峡周边的军事防御能力进行重点打击。</strong></p><p>报道还称，美军还可能对伊朗军民两用设施和基础设施，包括能源设施，发动袭击，迫使伊朗重返谈判桌。(CCTV国际时讯)</p><p>目前，布伦特原油期货价格涨幅超1%，WTI油价涨超0.9%。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国军方正制定重新开战方案，重点打击霍尔木兹海峡周边的伊朗目标</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国军方正制定重新开战方案，重点打击霍尔木兹海峡周边的伊朗目标\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-04-24 15:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国有线电视新闻网援引消息人士的话报道称，<strong>美国军方正在制定新方案，一旦美伊停火破裂，美军将针对伊朗在霍尔木兹海峡周边的军事防御能力进行重点打击。</strong></p><p>报道还称，美军还可能对伊朗军民两用设施和基础设施，包括能源设施，发动袭击，迫使伊朗重返谈判桌。(CCTV国际时讯)</p><p>目前，布伦特原油期货价格涨幅超1%，WTI油价涨超0.9%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b10617d656159f9b4a642ca98521d59e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154651535","content_text":"美国有线电视新闻网援引消息人士的话报道称，美国军方正在制定新方案，一旦美伊停火破裂，美军将针对伊朗在霍尔木兹海峡周边的军事防御能力进行重点打击。报道还称，美军还可能对伊朗军民两用设施和基础设施，包括能源设施，发动袭击，迫使伊朗重返谈判桌。(CCTV国际时讯)目前，布伦特原油期货价格涨幅超1%，WTI油价涨超0.9%。","news_type":1,"symbols_score_info":{"CLmain":2,"BZmain":2}},"isVote":1,"tweetType":1,"viewCount":907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555454968936424,"gmtCreate":1776643761810,"gmtModify":1776649350439,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"title":"","htmlText":"伊朗不能怂[强]&nbsp; [强]&nbsp; 干它[强]&nbsp; [强]&nbsp; [强]&nbsp;&nbsp;","listText":"伊朗不能怂[强]&nbsp; [强]&nbsp; 干它[强]&nbsp; [强]&nbsp; [强]&nbsp;&nbsp;","text":"伊朗不能怂[强] [强] 干它[强] [强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555454968936424","repostId":"1183962709","repostType":4,"repost":{"id":"1183962709","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":1776641620,"share":"https://www.laohu8.com/m/news/1183962709?lang=zh_CN&edition=full","pubTime":"2026-04-20 07:33","market":"us","language":"zh","title":"美军向伊朗货船开火并登船控制，伊方称发射无人机还击","url":"https://stock-news.laohu8.com/highlight/detail?id=1183962709","media":"老虎资讯综合","summary":"美海军陆战队员随后登上并控制这艘货船。","content":"<html><head></head><body><p>美军中央司令部19日在社交媒体发布消息称，美军一艘导弹驱逐舰当天拦截一艘穿越北阿拉伯海、准备前往伊朗阿巴斯港的伊朗货船，用舰炮向其机舱开火，使其失去推进动力。美海军陆战队员随后登上并控制这艘货船。</p><p>据伊朗光明通讯社20日凌晨报道，伊朗武装部队哈塔姆安比亚中央总部发言人表示，美军19日在阿曼湾海域袭击一艘伊朗集装箱货船，伊朗武装部队随后发射多架无人机，打击数艘美方军舰。（新华社）</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美军向伊朗货船开火并登船控制，伊方称发射无人机还击</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美军向伊朗货船开火并登船控制，伊方称发射无人机还击\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-04-20 07:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美军中央司令部19日在社交媒体发布消息称，美军一艘导弹驱逐舰当天拦截一艘穿越北阿拉伯海、准备前往伊朗阿巴斯港的伊朗货船，用舰炮向其机舱开火，使其失去推进动力。美海军陆战队员随后登上并控制这艘货船。</p><p>据伊朗光明通讯社20日凌晨报道，伊朗武装部队哈塔姆安比亚中央总部发言人表示，美军19日在阿曼湾海域袭击一艘伊朗集装箱货船，伊朗武装部队随后发射多架无人机，打击数艘美方军舰。（新华社）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/16a8469fe1ccfcc42fd07de1edebfccc","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183962709","content_text":"美军中央司令部19日在社交媒体发布消息称，美军一艘导弹驱逐舰当天拦截一艘穿越北阿拉伯海、准备前往伊朗阿巴斯港的伊朗货船，用舰炮向其机舱开火，使其失去推进动力。美海军陆战队员随后登上并控制这艘货船。据伊朗光明通讯社20日凌晨报道，伊朗武装部队哈塔姆安比亚中央总部发言人表示，美军19日在阿曼湾海域袭击一艘伊朗集装箱货船，伊朗武装部队随后发射多架无人机，打击数艘美方军舰。（新华社）","news_type":1,"symbols_score_info":{"BZmain":2,"CLmain":2}},"isVote":1,"tweetType":1,"viewCount":885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554109208266840,"gmtCreate":1776315208154,"gmtModify":1776315786559,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"title":"","htmlText":"就会吹牛逼[捂脸]&nbsp; [捂脸]&nbsp; 去登陆嘛[开心]&nbsp; [开心]&nbsp; 我看最终能回来几个[贱笑]&nbsp; [贱笑]&nbsp; [贱笑]&nbsp;&nbsp;","listText":"就会吹牛逼[捂脸]&nbsp; [捂脸]&nbsp; 去登陆嘛[开心]&nbsp; [开心]&nbsp; 我看最终能回来几个[贱笑]&nbsp; [贱笑]&nbsp; [贱笑]&nbsp;&nbsp;","text":"就会吹牛逼[捂脸] [捂脸] 去登陆嘛[开心] [开心] 我看最终能回来几个[贱笑] [贱笑] [贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554109208266840","repostId":"1102538833","repostType":4,"repost":{"id":"1102538833","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":1776313698,"share":"https://www.laohu8.com/m/news/1102538833?lang=zh_CN&edition=full","pubTime":"2026-04-16 12:28","market":"sh","language":"zh","title":"白宫高级官员称美国可“无限期”封锁伊朗港口","url":"https://stock-news.laohu8.com/highlight/detail?id=1102538833","media":"老虎资讯综合","summary":"现在不会，永远都不会。","content":"<html><head></head><body><p>白宫顾问、特朗普的高级助手斯蒂芬·米勒在接受福克斯新闻采访时表示，美国可以继续“无限期”封锁伊朗港口。米勒表示，特朗普是“一位爱好和平的人”，但他同时补充道，美国已经明确表明了自己的立场：“美国不会被欺凌，美国也永远都不会受到拥有核武器的伊朗的威胁。现在不会，永远都不会。”</p><p>米勒表示：“一场军事行动可能会彻底摧毁伊朗的能源基础设施数代之久。但特朗普明确表示自己不想这么做。他希望伊朗能选择正确的道路来达成协议。这项封锁正在严重损害伊朗政权的经济实力，而美国有能力无限期地维持这种封锁状态，前提是伊朗选择了错误的道路。”</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>白宫高级官员称美国可“无限期”封锁伊朗港口</title>\n<style 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12:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>白宫顾问、特朗普的高级助手斯蒂芬·米勒在接受福克斯新闻采访时表示，美国可以继续“无限期”封锁伊朗港口。米勒表示，特朗普是“一位爱好和平的人”，但他同时补充道，美国已经明确表明了自己的立场：“美国不会被欺凌，美国也永远都不会受到拥有核武器的伊朗的威胁。现在不会，永远都不会。”</p><p>米勒表示：“一场军事行动可能会彻底摧毁伊朗的能源基础设施数代之久。但特朗普明确表示自己不想这么做。他希望伊朗能选择正确的道路来达成协议。这项封锁正在严重损害伊朗政权的经济实力，而美国有能力无限期地维持这种封锁状态，前提是伊朗选择了错误的道路。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b10617d656159f9b4a642ca98521d59e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102538833","content_text":"白宫顾问、特朗普的高级助手斯蒂芬·米勒在接受福克斯新闻采访时表示，美国可以继续“无限期”封锁伊朗港口。米勒表示，特朗普是“一位爱好和平的人”，但他同时补充道，美国已经明确表明了自己的立场：“美国不会被欺凌，美国也永远都不会受到拥有核武器的伊朗的威胁。现在不会，永远都不会。”米勒表示：“一场军事行动可能会彻底摧毁伊朗的能源基础设施数代之久。但特朗普明确表示自己不想这么做。他希望伊朗能选择正确的道路来达成协议。这项封锁正在严重损害伊朗政权的经济实力，而美国有能力无限期地维持这种封锁状态，前提是伊朗选择了错误的道路。”","news_type":1,"symbols_score_info":{"NQmain":2,"ESmain":2,"YMmain":2}},"isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552973924094296,"gmtCreate":1776037964729,"gmtModify":1776037967299,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"title":"","htmlText":"见什么底？还没开始跌呢[捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","listText":"见什么底？还没开始跌呢[捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"见什么底？还没开始跌呢[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/552973924094296","repostId":"2626412178","repostType":2,"repost":{"id":"2626412178","kind":"news","pubTimestamp":1775950808,"share":"https://www.laohu8.com/m/news/2626412178?lang=zh_CN&edition=full","pubTime":"2026-04-12 07:40","market":"us","language":"zh","title":"中信建投：美股科技，见底了吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2626412178","media":"智通财经","summary":"智通财经APP获悉，中信建投证券发布研究报告称，本轮美股的下跌，一个重要特征是：科技股是调整的主力。本轮调整后，估值压缩+盈利上修，美股科技大概率筑底，当前是买点。中信建投主要观点如下：事件：美股科技板块自历史高点大幅回撤后，出现一定企稳迹象，叠加美伊开始谈判，当前是否是重新介入科技股的好时点?中信建投此前曾担忧，美国经济基础不牢，后续一旦复苏被证伪，相关板块有调整风险。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/06066\">中信建投证券</a>发布研究报告称，本轮美股的下跌，一个重要特征是：科技股是调整的主力。<a href=\"https://laohu8.com/S/161125\">标普500</a>在今年1月底站上7000点历史新高后开始下跌，而纳斯达克指数则更早，于去年10月底站上24000点后便开始筑顶回落，最低跌至20690点，最大跌幅接近14%。本轮调整后，估值压缩+盈利上修，美股科技大概率筑底，当前是买点。基准情形，即使估值在AI担忧下无法扩张，盈利改善仍能提供上涨空间。乐观情形，演绎戴维斯双击。悲观情形，美伊冲突导致二次探底，科技依然有相对收益。</p><p><a href=\"https://laohu8.com/S/601066\">中信建投</a>主要观点如下：</p><p><strong>事件：</strong>美股科技板块自历史高点大幅回撤后，出现一定企稳迹象，叠加美伊开始谈判，当前是否是重新介入科技股的<a href=\"https://laohu8.com/S/HSY\">好时</a>点?</p><p><strong>简评：</strong></p><p>本轮美股的下跌，一个重要特征是：科技股是调整的主力。</p><p>标普500在今年1月底站上7000点历史新高后开始下跌，而纳斯达克指数则更早，于去年10月底站上24000点后便开始筑顶回落，最低跌至20690点，最大跌幅接近14%。</p><p>尽管科技股仍面临诸多短期问题，但中长期仍不敢轻易看空。那么，当前美股科技是否处在买点位置?</p><p>该机构认为，调整至今，美股科技大概率在底部区间，<strong>可以逢低配置</strong>：</p><p><strong>第一，</strong>美股科技的估值压力极大释放，盈利上修，基本面稳健;</p><p><strong>第二，</strong>基准情形下，即使估值在AI各种担忧下无法再度扩张，盈利的改善仍能提供上涨空间;</p><p><strong>第三，</strong>乐观情形下，不排除出现“戴维斯双击”的可能;</p><p><strong>第四，</strong>悲观情形下，若宏观冲击导致二次探底，科技股依然有相对收益，提供一定避险功能。</p><p><strong>关注以下逻辑：</strong></p><p><strong>(1)科技股估值大幅压缩，近六年最低;且相对大盘的溢价率开始接近零，为2017年来最低</strong></p><p>标普500信息技术板块的估值从巅峰30.5倍左右，已经下滑至最低19倍，基本回到疫情前的水平。</p><p>更关键的是，科技板块估值相对美股大盘的溢价率已经降至5%左右，为2017年以来最低。若后续市场继续修复，科技板块溢价率或重新回升。</p><p><strong>(2)科技股内部，估值的压缩具备广泛性，而非软件股等单一推动</strong></p><p>前期AI的进展，对软件公司的估值造成了重大打击。但数据显示，自去年下半年以来，软件行业估值最大压缩幅度为40%，而整体科技板块则为36%，并没有显著的差距。这意味着估值的修复，广泛存在于诸多科技子板块中(整体均安全)，并非软件股单一拉动。</p><p><strong>(3)科技股的盈利预期强劲，年初以来持续上修，相对优势明显;侧面反映出，目前对AI的质疑风险仍主要集中在估值层面</strong></p><p>年初以来，科技板块的2026年盈利预期上修了超过10%，而消费、地产、工业等顺周期板块均出现明显下修。当前，科技板块估值的10年分位低于50%，仅高于地产板块，同时盈利增速远远领先其他板块。</p><p>当估值的溢价消失后，其盈利的稳健性优势重新彰显，性价比较高。</p><p>盈利预期的稳定，也从侧面反映出，近期科技股的调整，主要是消化估值，背后是AI资本开支等质疑，市场暂时并没有对行业的短期经营产生系统性担忧。</p><p><strong>(4)AI负面叙事的情绪有所淡化，美伊冲突以来，科技股发挥避险属性，重获青睐</strong></p><p>AI的负面叙事不断强化，去年四季度开始，纳指开始持续跑输大盘，侧面显示市场对其的疑虑。但中东局势恶化后，风格再度切换回科技占优，市场对其态度出现边际改善。</p><p><strong>(5)整体美股的下跌风险可控，为科技护航：一是，10%关键回撤水平守住;二是，顺周期超涨的压力局部释放</strong></p><p>除了AI质疑的压力外，美股一季度面临的另两个风险来自：地缘的系统性风险，和复苏交易被证伪的结构性风险。暂时来看，两者相对安全，整体美股不大跌，对科技的回暖也能起到护航作用。</p><p>第一，美伊冲突后，标普500自历史高点最大回撤在10%左右，纳指在15%左右，与美股每年1次左右的10%常规回撤相仿，并没有显示出严重的系统性风险倾向。而类似去年关税冲击、2022年加息冲击，标普500回撤均达到20%以上的量级(一般3年左右1次)，只要冲突不大幅恶化，标普500尽管可能回踩10%跌幅一线(二次探底)，但有底部支撑。</p><p>第二，去年底至今年初，复苏交易成为主流叙事，背后逻辑包括降息、减税等政策效果的期待。顺周期板块在盈利预期改善的推动下，大幅上涨。中信建投此前曾担忧，美国经济基础不牢，后续一旦复苏被证伪，相关板块有调整风险。目前来看，美伊冲突帮助刺破了相关预期，一季度，工业、消费、地产等板块盈利预期被显著下修，实现了压力释放。</p><p><strong>(6)下半年降息预期回归，对科技股形成宏观助力</strong></p><p>维持对全年降息的乐观态度，利率回落整体有利于科技叙事。</p><p><strong>风险提示：</strong>美国通胀上行超预期，美国经济增长超预期，导致美联储货币政策继续收紧，美元大幅升值，美债利率上行，美股继续下跌，商业银行破产危机，以及新兴市场出现货币和债务危机。美国经济衰退超预期，导致金融市场出现流动性危机，联储被迫转向宽松。欧洲能源危机超预期，欧元区经济陷入深度衰退，全球市场陷入动荡，外需萎缩，政策面临两难。全球地缘风险加剧，中美关系恶化超预期，大宗商品、运输出现不可控因素，逆全球化程度进一步加深，供应链持续被破坏，相关资源争夺恶化。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中信建投：美股科技，见底了吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-12 07:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1427418.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中信建投证券发布研究报告称，本轮美股的下跌，一个重要特征是：科技股是调整的主力。标普500在今年1月底站上7000点历史新高后开始下跌，而纳斯达克指数则更早，于去年10月底站上24000点后便开始筑顶回落，最低跌至20690点，最大跌幅接近14%。本轮调整后，估值压缩+盈利上修，美股科技大概率筑底，当前是买点。基准情形，即使估值在AI担忧下无法扩张，盈利改善仍能提供上涨空间。乐观情形，演绎戴维斯...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1427418.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{".SPX":"S&P 500 Index","NDX":"纳斯达克100指数",".DJI":"道琼斯","BK0276":"资本市场",".IXIC":"NASDAQ Composite"},"source_url":"http://www.zhitongcaijing.com/content/detail/1427418.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2626412178","content_text":"中信建投证券发布研究报告称，本轮美股的下跌，一个重要特征是：科技股是调整的主力。标普500在今年1月底站上7000点历史新高后开始下跌，而纳斯达克指数则更早，于去年10月底站上24000点后便开始筑顶回落，最低跌至20690点，最大跌幅接近14%。本轮调整后，估值压缩+盈利上修，美股科技大概率筑底，当前是买点。基准情形，即使估值在AI担忧下无法扩张，盈利改善仍能提供上涨空间。乐观情形，演绎戴维斯双击。悲观情形，美伊冲突导致二次探底，科技依然有相对收益。中信建投主要观点如下：事件：美股科技板块自历史高点大幅回撤后，出现一定企稳迹象，叠加美伊开始谈判，当前是否是重新介入科技股的好时点?简评：本轮美股的下跌，一个重要特征是：科技股是调整的主力。标普500在今年1月底站上7000点历史新高后开始下跌，而纳斯达克指数则更早，于去年10月底站上24000点后便开始筑顶回落，最低跌至20690点，最大跌幅接近14%。尽管科技股仍面临诸多短期问题，但中长期仍不敢轻易看空。那么，当前美股科技是否处在买点位置?该机构认为，调整至今，美股科技大概率在底部区间，可以逢低配置：第一，美股科技的估值压力极大释放，盈利上修，基本面稳健;第二，基准情形下，即使估值在AI各种担忧下无法再度扩张，盈利的改善仍能提供上涨空间;第三，乐观情形下，不排除出现“戴维斯双击”的可能;第四，悲观情形下，若宏观冲击导致二次探底，科技股依然有相对收益，提供一定避险功能。关注以下逻辑：(1)科技股估值大幅压缩，近六年最低;且相对大盘的溢价率开始接近零，为2017年来最低标普500信息技术板块的估值从巅峰30.5倍左右，已经下滑至最低19倍，基本回到疫情前的水平。更关键的是，科技板块估值相对美股大盘的溢价率已经降至5%左右，为2017年以来最低。若后续市场继续修复，科技板块溢价率或重新回升。(2)科技股内部，估值的压缩具备广泛性，而非软件股等单一推动前期AI的进展，对软件公司的估值造成了重大打击。但数据显示，自去年下半年以来，软件行业估值最大压缩幅度为40%，而整体科技板块则为36%，并没有显著的差距。这意味着估值的修复，广泛存在于诸多科技子板块中(整体均安全)，并非软件股单一拉动。(3)科技股的盈利预期强劲，年初以来持续上修，相对优势明显;侧面反映出，目前对AI的质疑风险仍主要集中在估值层面年初以来，科技板块的2026年盈利预期上修了超过10%，而消费、地产、工业等顺周期板块均出现明显下修。当前，科技板块估值的10年分位低于50%，仅高于地产板块，同时盈利增速远远领先其他板块。当估值的溢价消失后，其盈利的稳健性优势重新彰显，性价比较高。盈利预期的稳定，也从侧面反映出，近期科技股的调整，主要是消化估值，背后是AI资本开支等质疑，市场暂时并没有对行业的短期经营产生系统性担忧。(4)AI负面叙事的情绪有所淡化，美伊冲突以来，科技股发挥避险属性，重获青睐AI的负面叙事不断强化，去年四季度开始，纳指开始持续跑输大盘，侧面显示市场对其的疑虑。但中东局势恶化后，风格再度切换回科技占优，市场对其态度出现边际改善。(5)整体美股的下跌风险可控，为科技护航：一是，10%关键回撤水平守住;二是，顺周期超涨的压力局部释放除了AI质疑的压力外，美股一季度面临的另两个风险来自：地缘的系统性风险，和复苏交易被证伪的结构性风险。暂时来看，两者相对安全，整体美股不大跌，对科技的回暖也能起到护航作用。第一，美伊冲突后，标普500自历史高点最大回撤在10%左右，纳指在15%左右，与美股每年1次左右的10%常规回撤相仿，并没有显示出严重的系统性风险倾向。而类似去年关税冲击、2022年加息冲击，标普500回撤均达到20%以上的量级(一般3年左右1次)，只要冲突不大幅恶化，标普500尽管可能回踩10%跌幅一线(二次探底)，但有底部支撑。第二，去年底至今年初，复苏交易成为主流叙事，背后逻辑包括降息、减税等政策效果的期待。顺周期板块在盈利预期改善的推动下，大幅上涨。中信建投此前曾担忧，美国经济基础不牢，后续一旦复苏被证伪，相关板块有调整风险。目前来看，美伊冲突帮助刺破了相关预期，一季度，工业、消费、地产等板块盈利预期被显著下修，实现了压力释放。(6)下半年降息预期回归，对科技股形成宏观助力维持对全年降息的乐观态度，利率回落整体有利于科技叙事。风险提示：美国通胀上行超预期，美国经济增长超预期，导致美联储货币政策继续收紧，美元大幅升值，美债利率上行，美股继续下跌，商业银行破产危机，以及新兴市场出现货币和债务危机。美国经济衰退超预期，导致金融市场出现流动性危机，联储被迫转向宽松。欧洲能源危机超预期，欧元区经济陷入深度衰退，全球市场陷入动荡，外需萎缩，政策面临两难。全球地缘风险加剧，中美关系恶化超预期，大宗商品、运输出现不可控因素，逆全球化程度进一步加深，供应链持续被破坏，相关资源争夺恶化。","news_type":1,"symbols_score_info":{".SPX":2,".DJI":2,".IXIC":2,"NDX":2}},"isVote":1,"tweetType":1,"viewCount":709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":549236213244600,"gmtCreate":1775112703908,"gmtModify":1775112706192,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"title":"","htmlText":"再怎么说裁员降薪也不是个好兆头[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","listText":"再怎么说裁员降薪也不是个好兆头[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"再怎么说裁员降薪也不是个好兆头[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549236213244600","repostId":"2624520970","repostType":2,"repost":{"id":"2624520970","kind":"news","pubTimestamp":1775108520,"share":"https://www.laohu8.com/m/news/2624520970?lang=zh_CN&edition=full","pubTime":"2026-04-02 13:42","market":"hk","language":"zh","title":"甲骨文全球裁员3万人：AI投资回报不足 削减成本建AI数据中心","url":"https://stock-news.laohu8.com/highlight/detail?id=2624520970","media":"澎湃新闻","summary":"【甲骨文全球裁员3万人：AI投资回报不足 削减成本建AI数据中心】又一家科技巨头通过裁员“弥补”在AI（人工智能）领域的巨额投入。近日，云服务供应商甲骨文（Oracle）公司宣布在全球范围内进行裁员，将有3万名员工受到影响，其中包括在印度的1.2万名员工。公司在内部信中写道，由于组织结构调整，需要进行运营整合，因此启动了大规模裁员。","content":"<div>\n<p>又一家科技巨头通过裁员“弥补”在AI（人工智能）领域的巨额投入。　　近日，云服务供应商甲骨文（Oracle）公司宣布在全球范围内进行裁员，将有3万名员工受到影响，其中包括在印度的1.2万名员工。公司在内部信中写道，由于组织结构调整，需要进行运营整合，因此启动了大规模裁员。　　公开资料显示，截至2025年5月，甲骨文拥有16.2万名员工。　　据外媒报道，有公司内部人士表示，甲骨文开启本次裁员的一大...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202604023693234751.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","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>甲骨文全球裁员3万人：AI投资回报不足 削减成本建AI数据中心</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n甲骨文全球裁员3万人：AI投资回报不足 削减成本建AI数据中心\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-02 13:42 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202604023693234751.html><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>又一家科技巨头通过裁员“弥补”在AI（人工智能）领域的巨额投入。　　近日，云服务供应商甲骨文（Oracle）公司宣布在全球范围内进行裁员，将有3万名员工受到影响，其中包括在印度的1.2万名员工。公司在内部信中写道，由于组织结构调整，需要进行运营整合，因此启动了大规模裁员。　　公开资料显示，截至2025年5月，甲骨文拥有16.2万名员工。　　据外媒报道，有公司内部人士表示，甲骨文开启本次裁员的一大...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202604023693234751.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":{"LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0444971666.USD":"天利全球科技基金","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1548497426.USD":"安联环球人工智能AT Acc","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" 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Blend A USD"},"source_url":"http://finance.eastmoney.com/a/202604023693234751.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2624520970","content_text":"又一家科技巨头通过裁员“弥补”在AI（人工智能）领域的巨额投入。　　近日，云服务供应商甲骨文（Oracle）公司宣布在全球范围内进行裁员，将有3万名员工受到影响，其中包括在印度的1.2万名员工。公司在内部信中写道，由于组织结构调整，需要进行运营整合，因此启动了大规模裁员。　　公开资料显示，截至2025年5月，甲骨文拥有16.2万名员工。　　据外媒报道，有公司内部人士表示，甲骨文开启本次裁员的一大原因是公司在AI方面的投资回报不足，除了成为裁员重点的技术部门以外，公司旗下的金融服务软件有限公司（OFSS）也受到了影响，该部门约有1000个职位被裁，占员工总数的10%左右。　　《华尔街日报》指出，此举是该公司削减成本措施的一部分，旨在将资源用于建设昂贵的人工智能数据中心。　　虽然今年以来，甲骨文屡次传出即将展开大规模裁员的消息，但对于员工来说，本次裁员依然来得十分突然。不少员工在当地时间3月31日的凌晨就收到了裁员通知，被收回在公司的一切权限。　　同时，从员工在社交媒体上的反应可以看出，此次裁员波及的职级范围极广，从最初级的员工级别之一“个人贡献者2级（IC2）”到高级软件工程经理（M6）均未能幸免，甚至还包括一些入职仅8个月的新人。　　例如，甲骨文高级经理Michael Shepherd在领英上写道，虽然自己没有受到影响，但已知有“高级工程师、架构师、运营主管、项目经理和技术专家”被解雇，本次“大规模裁员”似乎并非基于员工绩效。　　即使能够从裁员中“幸存”，许多员工也对未来感到不安。有甲骨文员工对外媒表示，大家普遍认为这不会是最后一次裁员，以后可能还会有更多裁员。更令人担忧的是，剩下的员工可能要面临工作量大幅增加的局面，因为公司要求他们用更少的资源完成更多的工作。　　目前，随着甲骨文为投入AI而筹集的债务金额不断增长，再加上逐渐减少的现金流，公司面临着来自市场的巨大压力。今年以来，甲骨文（NYSE: ORCL）股价已跌超25%。　　在科技巨头竞相举债构建AI基础设施的背景下，甲骨文成为了华尔街用于关注AI信用风险的核心参照坐标。根据数据服务平台ICE Data Services的统计，3月27日，甲骨文五年期信用违约互换（CDS）利差收涨7.2个基点至198.18个基点，创历史新高，超越2008年12月此前的历史峰值。　　摩根大通的分析师在当天的研报中写道：“投资者不再那么关注甲骨文的营收增长势头，而是更关注公司何时才能将基础设施投资转化为持久的收益和现金流。”　　在这样的背景下，甲骨文的大规模裁员选择似乎并不让人感到意外。美国券商TD Cowen预计，此次裁员将为公司释放80亿至100亿美元的现金流。　　尽管年度裁员已经成为了科技巨头的惯例，但越来越多的公司开始将其归咎于AI，称AI能节省更多人力成本。甲骨文高管曾表示，随着AI工具的应用，公司可以用更少的员工完成更多工作。Meta CEO马克·扎克伯格（Mark Zuckerberg）和Twitter联合创始人之一杰克·多尔西（Jack Dorsey）等科技领袖也曾提出类似的观点。　　科技公司裁员独立追踪机构Layoffs.fyi的数据显示，今年迄今为止，已有超过70家科技公司裁员约40480人。（文章来源：澎湃新闻）","news_type":1,"symbols_score_info":{"ORCX":0.6,"ORCS":0.6,"ORCU":0.6,"ORCL":1.98}},"isVote":1,"tweetType":1,"viewCount":891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548482681901496,"gmtCreate":1774930482403,"gmtModify":1774930960471,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"title":"","htmlText":"特朗普不傻的话还是赶快撤吧[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","listText":"特朗普不傻的话还是赶快撤吧[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"特朗普不傻的话还是赶快撤吧[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548482681901496","repostId":"1130634683","repostType":2,"repost":{"id":"1130634683","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":1774917952,"share":"https://www.laohu8.com/m/news/1130634683?lang=zh_CN&edition=full","pubTime":"2026-03-31 08:45","market":"fut","language":"zh","title":"特朗普：愿意在不重新开放霍尔木兹海峡的情况下结束战争","url":"https://stock-news.laohu8.com/highlight/detail?id=1130634683","media":"老虎资讯综合","summary":"逐步结束当前战事。","content":"<html><head></head><body><p>据华尔街日报报道，美国政府官员透露，<strong>美国总统特朗普已向其幕僚表示，即使霍尔木兹海峡仍基本处于关闭状态，他也愿意结束美国对伊朗的军事行动。</strong>此举可能会延长德黑兰对该水道的牢固控制，并将重新开放海峡这一复杂行动留待日后处理。</p><p>近日，特朗普及其幕僚评估认为，打通这一咽喉要道的任务将使冲突超出他设定的四至六周时间表。特朗普已决定，美国应实现削弱伊朗海军及导弹库存的主要目标，逐步结束当前战事，同时通过外交途径向伊朗施压，要求恢复自由贸易。官员们表示，若此举失败，华盛顿将施压欧洲及海湾地区的盟友牵头重新开放海峡。他们称，特朗普也可选择军事方案，但这并非其当前优先事项。</p><p>消息公布后，美股指数期货直线拉升，原油期货价格快速下跌。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3586dae988fbf58961f8390287dc4524\" title=\"\" tg-width=\"1284\" tg-height=\"627\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e61418cac3f1ac23ef6ea1a97f4448ab\" title=\"\" tg-width=\"1284\" tg-height=\"642\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-03-31 08:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据华尔街日报报道，美国政府官员透露，<strong>美国总统特朗普已向其幕僚表示，即使霍尔木兹海峡仍基本处于关闭状态，他也愿意结束美国对伊朗的军事行动。</strong>此举可能会延长德黑兰对该水道的牢固控制，并将重新开放海峡这一复杂行动留待日后处理。</p><p>近日，特朗普及其幕僚评估认为，打通这一咽喉要道的任务将使冲突超出他设定的四至六周时间表。特朗普已决定，美国应实现削弱伊朗海军及导弹库存的主要目标，逐步结束当前战事，同时通过外交途径向伊朗施压，要求恢复自由贸易。官员们表示，若此举失败，华盛顿将施压欧洲及海湾地区的盟友牵头重新开放海峡。他们称，特朗普也可选择军事方案，但这并非其当前优先事项。</p><p>消息公布后，美股指数期货直线拉升，原油期货价格快速下跌。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3586dae988fbf58961f8390287dc4524\" title=\"\" tg-width=\"1284\" tg-height=\"627\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e61418cac3f1ac23ef6ea1a97f4448ab\" title=\"\" tg-width=\"1284\" tg-height=\"642\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/e5f0667b28908ea81c4feafc83802afa","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130634683","content_text":"据华尔街日报报道，美国政府官员透露，美国总统特朗普已向其幕僚表示，即使霍尔木兹海峡仍基本处于关闭状态，他也愿意结束美国对伊朗的军事行动。此举可能会延长德黑兰对该水道的牢固控制，并将重新开放海峡这一复杂行动留待日后处理。近日，特朗普及其幕僚评估认为，打通这一咽喉要道的任务将使冲突超出他设定的四至六周时间表。特朗普已决定，美国应实现削弱伊朗海军及导弹库存的主要目标，逐步结束当前战事，同时通过外交途径向伊朗施压，要求恢复自由贸易。官员们表示，若此举失败，华盛顿将施压欧洲及海湾地区的盟友牵头重新开放海峡。他们称，特朗普也可选择军事方案，但这并非其当前优先事项。消息公布后，美股指数期货直线拉升，原油期货价格快速下跌。","news_type":1,"symbols_score_info":{"BZmain":2,"CLmain":2}},"isVote":1,"tweetType":1,"viewCount":1180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"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":[],"title":"","htmlText":"<a 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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：愿意在不重新开放霍尔木兹海峡的情况下结束战争</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普：愿意在不重新开放霍尔木兹海峡的情况下结束战争\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-03-31 08:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据华尔街日报报道，美国政府官员透露，<strong>美国总统特朗普已向其幕僚表示，即使霍尔木兹海峡仍基本处于关闭状态，他也愿意结束美国对伊朗的军事行动。</strong>此举可能会延长德黑兰对该水道的牢固控制，并将重新开放海峡这一复杂行动留待日后处理。</p><p>近日，特朗普及其幕僚评估认为，打通这一咽喉要道的任务将使冲突超出他设定的四至六周时间表。特朗普已决定，美国应实现削弱伊朗海军及导弹库存的主要目标，逐步结束当前战事，同时通过外交途径向伊朗施压，要求恢复自由贸易。官员们表示，若此举失败，华盛顿将施压欧洲及海湾地区的盟友牵头重新开放海峡。他们称，特朗普也可选择军事方案，但这并非其当前优先事项。</p><p>消息公布后，美股指数期货直线拉升，原油期货价格快速下跌。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3586dae988fbf58961f8390287dc4524\" title=\"\" tg-width=\"1284\" tg-height=\"627\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e61418cac3f1ac23ef6ea1a97f4448ab\" title=\"\" tg-width=\"1284\" tg-height=\"642\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/e5f0667b28908ea81c4feafc83802afa","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130634683","content_text":"据华尔街日报报道，美国政府官员透露，美国总统特朗普已向其幕僚表示，即使霍尔木兹海峡仍基本处于关闭状态，他也愿意结束美国对伊朗的军事行动。此举可能会延长德黑兰对该水道的牢固控制，并将重新开放海峡这一复杂行动留待日后处理。近日，特朗普及其幕僚评估认为，打通这一咽喉要道的任务将使冲突超出他设定的四至六周时间表。特朗普已决定，美国应实现削弱伊朗海军及导弹库存的主要目标，逐步结束当前战事，同时通过外交途径向伊朗施压，要求恢复自由贸易。官员们表示，若此举失败，华盛顿将施压欧洲及海湾地区的盟友牵头重新开放海峡。他们称，特朗普也可选择军事方案，但这并非其当前优先事项。消息公布后，美股指数期货直线拉升，原油期货价格快速下跌。","news_type":1,"symbols_score_info":{"BZmain":2,"CLmain":2}},"isVote":1,"tweetType":1,"viewCount":1180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":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":[],"title":"","htmlText":"<a 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