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Vinsa8

Vinsa8

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IP属地：湖北

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0勋章

03-13 22:47

$英伟达(NVDA)$ 算卡能不能算一下怎么干掉以色列

03-12 22:17

$NQ100指数主连 2603(NQmain)$ 航母撤回来吧，让年轻的士兵好好睡觉

03-12 12:20

$WTI原油主连 2604(CLmain)$ 油价上120，特朗普就得下台

03-11

$谷歌(GOOG)$ TPU呢？

03-11

$NQ100指数主连 2603(NQmain)$ 航母回来吧

03-11

$特斯拉(TSLA)$ 植物人动起来

03-10

$纳斯达克100指数(NDX)$ 特朗普接手的时候22000，现在25000不到，搞了一年增长不到13％，全球最差

03-10

2026的算电协同OK组合（欧陆+科泰）就是2025年的易中天

特朗普新闻发布会：对伊军事行动会很快结束、油价涨幅低于预期

03-09

2026的算电协同OK组合（欧陆+科泰）就是2025年的易中天

WTI原油期货涨幅收窄至5%，七国集团准备在必要时释放石油储备以支持供应

03-09

$NQ100指数主连 2603(NQmain)$ 美国撤退，伊朗揪着以色列打，这个题不就解开了吗

03-09

$NQ100指数主连 2603(NQmain)$ 2026的算电协同OK组合（欧陆+科泰）就是2025年的易中天

03-09

$英伟达(NVDA)$ 2026的算电协同OK组合（欧陆+科泰）就是2025年的易中天

03-09

中国船只可以通行

受战事影响，又有两国宣布减产石油，油价剑指150美元？(附概念股)

03-09

$WTI原油主连 2604(CLmain)$ 这油价一步到位了啊，涨太猛了，110-120就具备做空油价的价值了，晚上开干，10倍空单

03-05

$英伟达(NVDA)$ 要自行采购供电设备了

03-04

$WTI原油主连 2604(CLmain)$ 故意把油打下来一下，让科技喘口气，油向上的趋势改不了

03-02

$NQ100指数主连 2603(NQmain)$ 拉高可以跑，来中国避险

02-27

$英伟达(NVDA)$ 买国产算力吧，美国不稳定

02-27

这个逼又开空单了吧？[开心]

《大空头》原型Michael Burry：英伟达的“采购承诺”与思科在互联网泡沫顶峰时期的情况如出一辙

02-26

$英伟达(NVDA)$ 真打起来，易中天合伙把达子收购了

去老虎APP查看更多动态

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航母回来吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541479743543160","isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541216412984184,"gmtCreate":1773158480627,"gmtModify":1773158691475,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 植物人动起来","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 植物人动起来","text":"$特斯拉(TSLA)$ 植物人动起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541216412984184","isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541140673786320,"gmtCreate":1773139916872,"gmtModify":1773147486780,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$&nbsp;</a> 特朗普接手的时候22000，现在25000不到，搞了一年增长不到13％，全球最差","listText":"<a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$&nbsp;</a> 特朗普接手的时候22000，现在25000不到，搞了一年增长不到13％，全球最差","text":"$纳斯达克100指数(NDX)$ 特朗普接手的时候22000，现在25000不到，搞了一年增长不到13％，全球最差","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541140673786320","isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541012519461456,"gmtCreate":1773101192900,"gmtModify":1773102600080,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"themes":[],"title":"","htmlText":"2026的算电协同OK组合（欧陆+科泰）就是2025年的易中天","listText":"2026的算电协同OK组合（欧陆+科泰）就是2025年的易中天","text":"2026的算电协同OK组合（欧陆+科泰）就是2025年的易中天","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541012519461456","repostId":"1149244038","repostType":2,"repost":{"id":"1149244038","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":1773097240,"share":"https://www.laohu8.com/m/news/1149244038?lang=zh_CN&edition=full","pubTime":"2026-03-10 07:00","market":"fut","language":"zh","title":"特朗普新闻发布会：对伊军事行动会很快结束、油价涨幅低于预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1149244038","media":"老虎资讯综合","summary":"如果伊朗破坏石油供应，会更狠地打击他们。","content":"<html><head></head><body><p>美国总统特朗普在佛罗里达州迈阿密市举行新闻发布会。<strong>在被问及伊朗战争本周是否会结束时回答：“不会，但很快就会结束。”</strong></p><p>特朗普还称，早知油气会上涨，且油价涨幅低于他的预期（隔夜原油价格大幅回落）；对伊朗新领袖人选感到“失望”；如果伊朗破坏石油供应，会更狠地打击他们，将解除部分制裁来降低油价。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c2fce66a87d2731b973f93a3b432f20\" title=\"\" tg-width=\"785\" tg-height=\"441\"/></p><p>特朗普称：“我们对一些国家实施了制裁。在霍尔木兹海峡恢复通航之前，我们将取消这些制裁措施。”不过，他没有给出具体细节。上周，美国发布了一项为期30天的临时豁免令，允许将目前滞留在海上的俄罗斯石油出售给印度，以缓解全球石油市场的压力。</p><p>美洲局势方面，特朗普在发布会上再次对古巴发出了威胁，并宣称将再从委内瑞拉运走1亿桶石油。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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特朗普新闻发布会：对伊军事行动会很快结束、油价涨幅低于预期\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\">2026-03-10 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国总统特朗普在佛罗里达州迈阿密市举行新闻发布会。<strong>在被问及伊朗战争本周是否会结束时回答：“不会，但很快就会结束。”</strong></p><p>特朗普还称，早知油气会上涨，且油价涨幅低于他的预期（隔夜原油价格大幅回落）；对伊朗新领袖人选感到“失望”；如果伊朗破坏石油供应，会更狠地打击他们，将解除部分制裁来降低油价。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c2fce66a87d2731b973f93a3b432f20\" title=\"\" tg-width=\"785\" tg-height=\"441\"/></p><p>特朗普称：“我们对一些国家实施了制裁。在霍尔木兹海峡恢复通航之前，我们将取消这些制裁措施。”不过，他没有给出具体细节。上周，美国发布了一项为期30天的临时豁免令，允许将目前滞留在海上的俄罗斯石油出售给印度，以缓解全球石油市场的压力。</p><p>美洲局势方面，特朗普在发布会上再次对古巴发出了威胁，并宣称将再从委内瑞拉运走1亿桶石油。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/0980d3059112322775f51249a476103e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149244038","content_text":"美国总统特朗普在佛罗里达州迈阿密市举行新闻发布会。在被问及伊朗战争本周是否会结束时回答：“不会，但很快就会结束。”特朗普还称，早知油气会上涨，且油价涨幅低于他的预期（隔夜原油价格大幅回落）；对伊朗新领袖人选感到“失望”；如果伊朗破坏石油供应，会更狠地打击他们，将解除部分制裁来降低油价。特朗普称：“我们对一些国家实施了制裁。在霍尔木兹海峡恢复通航之前，我们将取消这些制裁措施。”不过，他没有给出具体细节。上周，美国发布了一项为期30天的临时豁免令，允许将目前滞留在海上的俄罗斯石油出售给印度，以缓解全球石油市场的压力。美洲局势方面，特朗普在发布会上再次对古巴发出了威胁，并宣称将再从委内瑞拉运走1亿桶石油。","news_type":1,"symbols_score_info":{"BZmain":2,"CLmain":2}},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":540886813578392,"gmtCreate":1773070517415,"gmtModify":1773070975849,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"themes":[],"title":"","htmlText":"2026的算电协同OK组合（欧陆+科泰）就是2025年的易中天","listText":"2026的算电协同OK组合（欧陆+科泰）就是2025年的易中天","text":"2026的算电协同OK组合（欧陆+科泰）就是2025年的易中天","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/540886813578392","repostId":"1194270171","repostType":2,"repost":{"id":"1194270171","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":1773069809,"share":"https://www.laohu8.com/m/news/1194270171?lang=zh_CN&edition=full","pubTime":"2026-03-09 23:23","market":"us","language":"zh","title":"WTI原油期货涨幅收窄至5%，七国集团准备在必要时释放石油储备以支持供应","url":"https://stock-news.laohu8.com/highlight/detail?id=1194270171","media":"老虎资讯综合","summary":"3月9日，国际油价回落，WTI原油期货涨幅收窄至5.73%，报96.11美元/桶。布伦特原油期货涨幅收窄至6.43%，报98.65美元/桶。","content":"<html><head></head><body><p>3月9日，国际油价回落，WTI原油期货涨幅收窄至5.73%，报96.11美元/桶。布伦特原油期货涨幅收窄至6.43%，报98.65美元/桶。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/019994bf90945730b776132eeed5bfa4\" title=\"\" tg-width=\"406\" tg-height=\"109\"/></p><p>七国集团财长表示，七国集团已达成广泛共识，目前暂不释放石油储备，七国集团准备在必要时投放石油储备以支持供应。 </p><p>该集团在声明中称，“我们将继续密切关注能源市场的形势和动态，并将在必要时召开会议，在七国集团内部以及与国际伙伴之间交流信息并进行协调。我们随时准备采取必要措施，包括支持全球能源供应，例如释放储备。”</p><p>七国集团财长周一举行视频会议，讨论中东冲突及其对地区稳定、全球经济状况、金融市场的影响，以及保障贸易路线安全的重要性。国际货币基金组织、世界银行集团、经济合作与发展组织及国际能源署的负责人参与了讨论。</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>WTI原油期货涨幅收窄至5%，七国集团准备在必要时释放石油储备以支持供应</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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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\">\nWTI原油期货涨幅收窄至5%，七国集团准备在必要时释放石油储备以支持供应\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-03-09 23:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月9日，国际油价回落，WTI原油期货涨幅收窄至5.73%，报96.11美元/桶。布伦特原油期货涨幅收窄至6.43%，报98.65美元/桶。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/019994bf90945730b776132eeed5bfa4\" title=\"\" tg-width=\"406\" tg-height=\"109\"/></p><p>七国集团财长表示，七国集团已达成广泛共识，目前暂不释放石油储备，七国集团准备在必要时投放石油储备以支持供应。 </p><p>该集团在声明中称，“我们将继续密切关注能源市场的形势和动态，并将在必要时召开会议，在七国集团内部以及与国际伙伴之间交流信息并进行协调。我们随时准备采取必要措施，包括支持全球能源供应，例如释放储备。”</p><p>七国集团财长周一举行视频会议，讨论中东冲突及其对地区稳定、全球经济状况、金融市场的影响，以及保障贸易路线安全的重要性。国际货币基金组织、世界银行集团、经济合作与发展组织及国际能源署的负责人参与了讨论。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ba0e918dfd4ec815c4f78fc4cfc3ea3e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194270171","content_text":"3月9日，国际油价回落，WTI原油期货涨幅收窄至5.73%，报96.11美元/桶。布伦特原油期货涨幅收窄至6.43%，报98.65美元/桶。七国集团财长表示，七国集团已达成广泛共识，目前暂不释放石油储备，七国集团准备在必要时投放石油储备以支持供应。 该集团在声明中称，“我们将继续密切关注能源市场的形势和动态，并将在必要时召开会议，在七国集团内部以及与国际伙伴之间交流信息并进行协调。我们随时准备采取必要措施，包括支持全球能源供应，例如释放储备。”七国集团财长周一举行视频会议，讨论中东冲突及其对地区稳定、全球经济状况、金融市场的影响，以及保障贸易路线安全的重要性。国际货币基金组织、世界银行集团、经济合作与发展组织及国际能源署的负责人参与了讨论。","news_type":1,"symbols_score_info":{"BZmain":2,"CLmain":2}},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":540833603278256,"gmtCreate":1773057626247,"gmtModify":1773061831920,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2603(NQmain)$&nbsp;</a> 美国撤退，伊朗揪着以色列打，这个题不就解开了吗","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2603(NQmain)$&nbsp;</a> 美国撤退，伊朗揪着以色列打，这个题不就解开了吗","text":"$NQ100指数主连 2603(NQmain)$ 美国撤退，伊朗揪着以色列打，这个题不就解开了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/540833603278256","isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":540805102077040,"gmtCreate":1773050567347,"gmtModify":1773061780931,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2603(NQmain)$&nbsp;</a> 2026的算电协同OK组合（欧陆+科泰）就是2025年的易中天","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2603(NQmain)$&nbsp;</a> 2026的算电协同OK组合（欧陆+科泰）就是2025年的易中天","text":"$NQ100指数主连 2603(NQmain)$ 2026的算电协同OK组合（欧陆+科泰）就是2025年的易中天","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/540805102077040","isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":540777452638720,"gmtCreate":1773043881058,"gmtModify":1773044536830,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 2026的算电协同OK组合（欧陆+科泰）就是2025年的易中天","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 2026的算电协同OK组合（欧陆+科泰）就是2025年的易中天","text":"$英伟达(NVDA)$ 2026的算电协同OK组合（欧陆+科泰）就是2025年的易中天","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/540777452638720","isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":540671183025056,"gmtCreate":1773017937735,"gmtModify":1773020081515,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"themes":[],"title":"","htmlText":"中国船只可以通行","listText":"中国船只可以通行","text":"中国船只可以通行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/540671183025056","repostId":"2618694957","repostType":2,"repost":{"id":"2618694957","kind":"news","pubTimestamp":1773017170,"share":"https://www.laohu8.com/m/news/2618694957?lang=zh_CN&edition=full","pubTime":"2026-03-09 08:46","market":"hk","language":"zh","title":"受战事影响，又有两国宣布减产石油，油价剑指150美元？(附概念股)","url":"https://stock-news.laohu8.com/highlight/detail?id=2618694957","media":"智通财经","summary":"霍尔木兹海峡的近乎封锁正在引发中东产油国的连锁减产反应，全球能源供应面临严峻压力。科威特国家石油公司7日宣布，受美以伊战事威胁霍尔木兹海峡船只通行安全、运输原油和成品油的船只匮乏等因素影响，该公司遭遇“不可抗力”，已开始削减原油产量和炼油加工量。受战事影响，中东地区石油运输持续受阻，伊拉克、卡塔尔等主要产油国此前已宣布减产。若油轮无法通过霍尔木兹海峡，原油价格可能在数周内飙升至每桶150美元。","content":"<html><head></head><body><p>受中东战事升级影响，霍尔木兹海峡商业运输几近停摆，国际油价在上周大幅上涨。上周五国际原油期货大幅收涨，创2023年10月以来新高。WTI原油期货4月合约收涨12.21%，报90.9美元/桶；上周累计上涨35.6%。布伦特原油期货5月合约涨8.52%，报92.69美元/桶，上周累计上涨27.88%。美国原油、布伦特原油分别创自1983年和1991年有记录以来的最大周涨幅。</p><p>霍尔木兹海峡的近乎封锁正在引发中东产油国的连锁减产反应，全球能源供应面临严峻压力。<strong>阿布扎比国家石油公司(Adnoc)</strong>与<strong>科威特石油公司(Kuwait Petroleum)</strong>相继宣布削减产量。</p><p><strong>科威特</strong>国家石油公司7日宣布，受美以伊战事威胁霍尔木兹海峡船只通行安全、运输原油和成品油的船只匮乏等因素影响，该公司遭遇“不可抗力”，已开始削减原油产量和炼油加工量。该企业目前未透露具体减产规模，但表示此次减产属于预防性措施，将根据局势发展进行评估，并准备在条件允许时恢复产能。科威特是欧佩克第五大产油国。<strong>数据显示，该国今年1月份的石油产量约为260万桶/日。</strong></p><p><strong>阿布扎比国家石油公司</strong>在一份声明中也表示，该公司正“管理海上生产水平以应对存储需求”，但未提供具体细节。</p><p>受战事影响，中东地区石油运输持续受阻，伊拉克、卡塔尔等主要产油国此前已宣布减产。分析人士预计，随着该地区石油储存能力日益紧张，阿联酋和沙特阿拉伯等其他主要产油国也将被迫减产。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>估计，如果霍尔木兹海峡这一全球重要能源通道继续受限，截至下周末中东地区原油日均减产量可能超过400万桶。</p><p>在伊朗威胁袭击船只的背景下，船东担心油轮安全，已经<strong>停止通过关键航道</strong>——霍尔木兹海峡。</p><p>另据央视财经援引《华尔街日报》6日报道称，<strong>丹麦航运公司马士基与德国海运公司赫伯罗特当天相继宣布</strong>，由于地区冲突升级对安全航行构成威胁，决定暂停多条中东主要航线服务。</p><p>华尔街投行<strong><a href=\"https://laohu8.com/S/GS\">高盛</a></strong>在最新研报中表示：如果未来几天内看不到霍尔木兹海峡流量恢复正常化的迹象，将立即修订油价预测。高盛在报告中称，油价上行风险正在“迅速扩大”，如果本周内没有解决方案的迹象，油价下周很可能突破100美元；如果霍尔木兹海峡流量在整个3月持续低迷，油价将超越2008年和2022年的历史峰值。国际油价曾在2008年创下每桶147美元的历史最高点。</p><p><strong>卡塔尔能源大臣萨阿德·卡阿比</strong>则表示，这场冲突可能导致海湾能源出口国在数日内停止该地区所有石油运输，部分交易商已开始展望更高价位。若油轮无法通过霍尔木兹海峡，<strong>原油价格可能在数周内飙升至每桶150美元。</strong></p><p><strong><a href=\"https://laohu8.com/S/601788\">光大证券</a></strong>认为，美伊冲突持续一方面会直接推高全球油价，另一方面伊朗若长期封锁霍尔木兹海峡，将推高原油及化工品运输成本，伊朗局势如何演绎将很大程度影响全球化工品走势，全球能源及化工品供需格局或将迎来重塑。在此背景下，该机构认为建议关注三大主线：1)继续看好油气板块，看好上游、油服、油运等板块的长期价值；2)关注地缘冲突背景下的化工品供需格局重塑；3)关注油头的替代路线——煤化工板块。</p><p><strong>相关概念股：</strong></p><p><a href=\"https://laohu8.com/S/600938\">中国海油</a>石油(00883)：3月初，中金发布研报称，考虑到2025年油价同比下跌15%和目前的上升预期，下调<a href=\"https://laohu8.com/S/00883\">中国海洋石油</a>(00883)2025年净利润预测4.2%至1284亿元人民币，基本维持2026年净利润预测，并料2027年净利润达1424.7亿元。该行上调<a href=\"https://laohu8.com/S/08047\">中国海洋</a>石油(600938.SH)A股目标价29%至38.8元人民币;升中海油港股目标价22.8%至28港元，均予“跑赢行业”评级。就伊朗局势变化，建议投资者重点关注油气上游勘探开发、油服、炼化企业的投资机会。短期而言，该行认为由于地缘政治溢价提升，油价中枢或从2025年的每桶约67美元上升至70美元以上，此外，伊朗扼守霍尔木兹海峡，中东原油贸易流动的稳定性及海湾国家的生产设施的安全性亦是油价短期的上行催化剂。</p><p><a href=\"https://laohu8.com/S/00857\">中国石油股份</a>(00857)：公司发布2025年第三季度报告，按国际财务报告会计准则，截至2025年9月30日止3个月，该集团期内取得营业收入7191.57亿元(人民币，单位下同)，同比增加2.3%;归属于母公司股东的净利润422.87亿元，同比减少3.9%;基本每股收益0.23元。截至2025年9月30日止9个月，该集团期内取得营业收入21692.56亿元，同比减少3.9%;归属于母公司股东的净利润1262.94亿元，同比减少4.9%;基本每股收益0.69元。集团积极应对国内外宏观经济形势和能源、化工市场变化，及时调整优化生产经营策略，持续加强油气勘探开发和增储上产力度，深入推动炼化转型升级，积极开展精细化市场营销，统筹布局<a href=\"https://laohu8.com/S/301100\">风光</a>发电、地热、氢能等新能源业务，扎实推进安全环保、提质增效、改革创新，生产经营保持平稳运行，经营业绩好于预期。2025年前三季度，集团原油平均实现价格为65.55美元 /桶，比上年同期的76.88美元/桶下降14.7%;国内天然气平均销售价格为8.81美元/千立方英尺，比上年同期的8.90美元/千立方英尺下降1.0%。</p><p><a href=\"https://laohu8.com/S/00386\">中国石油化工股份</a>(00386)：<a href=\"https://laohu8.com/S/601857\">中国石油</a>化工股份(00386)发布2025年度生产经营数据，原油产量3970万吨，同比增加0.2%;天然气产量412.53亿立方米，同比增长4.02%;境内成品油总经销量约1.78亿吨，同比减少2.88%。</p><p><a href=\"https://laohu8.com/S/600026\">中远海能</a>(01138)：3月初，摩根大通以“黑天鹅叠加”为题发布研报称，对<a href=\"https://laohu8.com/S/01138\">中远海能</a>(600026.SH)A股评级由“中性”上调至“增持”，维持中远海能(01138)H股“增持”评级，并修改估值方法，由市账率改为市盈率，以H股及A股今年目标市盈率15倍及21倍计，H股目标价由12港元倍升至24港元，A股目标价由13元人民币大幅上调至28元人民币，因三项结构性冲击(伊朗、合规运力收紧及市场整合)重塑了超大型油轮的盈利能力，使其处于更高水平。</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>受战事影响，又有两国宣布减产石油，油价剑指150美元？(附概念股)</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受战事影响，又有两国宣布减产石油，油价剑指150美元？(附概念股)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-09 08:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1411353.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>受中东战事升级影响，霍尔木兹海峡商业运输几近停摆，国际油价在上周大幅上涨。上周五国际原油期货大幅收涨，创2023年10月以来新高。WTI原油期货4月合约收涨12.21%，报90.9美元/桶；上周累计上涨35.6%。布伦特原油期货5月合约涨8.52%，报92.69美元/桶，上周累计上涨27.88%。美国原油、布伦特原油分别创自1983年和1991年有记录以来的最大周涨幅。霍尔木兹海峡的近乎封锁正在...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1411353.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/45c66a5b9bfdc49a131bfa0c4be6018c","relate_stocks":{"80883":"中国海洋石油-R","LU0405327148.USD":"ALLSPRING CHINA A FOCUS \"A\" (USD) ACC","IE00BWDBJ730.SGD":"Legg Mason QS - MV Asia Pacific ex Japan Equity Growth and Income A Mdis SGD-H Plus","LU1634259391.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund AS SGD","LU1831875114.USD":"SCHRODER ISF ALL CHINA EQUITY \"A\" (USD) ACC","00857":"中国石油股份","HSTECH":"恒生科技指数","LU0348783233.USD":"安联东方收入型 CI A Dis美元","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","HSI":"恒生指数","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0640798160.USD":"EASTSPRING INVESTMENTS GLOBAL EMERGING MARKET DYNAMIC \"A\" (USD) 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INC","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0181495838.USD":"施罗德新兴亚洲A Acc"},"source_url":"http://www.zhitongcaijing.com/content/detail/1411353.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2618694957","content_text":"受中东战事升级影响，霍尔木兹海峡商业运输几近停摆，国际油价在上周大幅上涨。上周五国际原油期货大幅收涨，创2023年10月以来新高。WTI原油期货4月合约收涨12.21%，报90.9美元/桶；上周累计上涨35.6%。布伦特原油期货5月合约涨8.52%，报92.69美元/桶，上周累计上涨27.88%。美国原油、布伦特原油分别创自1983年和1991年有记录以来的最大周涨幅。霍尔木兹海峡的近乎封锁正在引发中东产油国的连锁减产反应，全球能源供应面临严峻压力。阿布扎比国家石油公司(Adnoc)与科威特石油公司(Kuwait Petroleum)相继宣布削减产量。科威特国家石油公司7日宣布，受美以伊战事威胁霍尔木兹海峡船只通行安全、运输原油和成品油的船只匮乏等因素影响，该公司遭遇“不可抗力”，已开始削减原油产量和炼油加工量。该企业目前未透露具体减产规模，但表示此次减产属于预防性措施，将根据局势发展进行评估，并准备在条件允许时恢复产能。科威特是欧佩克第五大产油国。数据显示，该国今年1月份的石油产量约为260万桶/日。阿布扎比国家石油公司在一份声明中也表示，该公司正“管理海上生产水平以应对存储需求”，但未提供具体细节。受战事影响，中东地区石油运输持续受阻，伊拉克、卡塔尔等主要产油国此前已宣布减产。分析人士预计，随着该地区石油储存能力日益紧张，阿联酋和沙特阿拉伯等其他主要产油国也将被迫减产。摩根大通估计，如果霍尔木兹海峡这一全球重要能源通道继续受限，截至下周末中东地区原油日均减产量可能超过400万桶。在伊朗威胁袭击船只的背景下，船东担心油轮安全，已经停止通过关键航道——霍尔木兹海峡。另据央视财经援引《华尔街日报》6日报道称，丹麦航运公司马士基与德国海运公司赫伯罗特当天相继宣布，由于地区冲突升级对安全航行构成威胁，决定暂停多条中东主要航线服务。华尔街投行高盛在最新研报中表示：如果未来几天内看不到霍尔木兹海峡流量恢复正常化的迹象，将立即修订油价预测。高盛在报告中称，油价上行风险正在“迅速扩大”，如果本周内没有解决方案的迹象，油价下周很可能突破100美元；如果霍尔木兹海峡流量在整个3月持续低迷，油价将超越2008年和2022年的历史峰值。国际油价曾在2008年创下每桶147美元的历史最高点。卡塔尔能源大臣萨阿德·卡阿比则表示，这场冲突可能导致海湾能源出口国在数日内停止该地区所有石油运输，部分交易商已开始展望更高价位。若油轮无法通过霍尔木兹海峡，原油价格可能在数周内飙升至每桶150美元。光大证券认为，美伊冲突持续一方面会直接推高全球油价，另一方面伊朗若长期封锁霍尔木兹海峡，将推高原油及化工品运输成本，伊朗局势如何演绎将很大程度影响全球化工品走势，全球能源及化工品供需格局或将迎来重塑。在此背景下，该机构认为建议关注三大主线：1)继续看好油气板块，看好上游、油服、油运等板块的长期价值；2)关注地缘冲突背景下的化工品供需格局重塑；3)关注油头的替代路线——煤化工板块。相关概念股：中国海油石油(00883)：3月初，中金发布研报称，考虑到2025年油价同比下跌15%和目前的上升预期，下调中国海洋石油(00883)2025年净利润预测4.2%至1284亿元人民币，基本维持2026年净利润预测，并料2027年净利润达1424.7亿元。该行上调中国海洋石油(600938.SH)A股目标价29%至38.8元人民币;升中海油港股目标价22.8%至28港元，均予“跑赢行业”评级。就伊朗局势变化，建议投资者重点关注油气上游勘探开发、油服、炼化企业的投资机会。短期而言，该行认为由于地缘政治溢价提升，油价中枢或从2025年的每桶约67美元上升至70美元以上，此外，伊朗扼守霍尔木兹海峡，中东原油贸易流动的稳定性及海湾国家的生产设施的安全性亦是油价短期的上行催化剂。中国石油股份(00857)：公司发布2025年第三季度报告，按国际财务报告会计准则，截至2025年9月30日止3个月，该集团期内取得营业收入7191.57亿元(人民币，单位下同)，同比增加2.3%;归属于母公司股东的净利润422.87亿元，同比减少3.9%;基本每股收益0.23元。截至2025年9月30日止9个月，该集团期内取得营业收入21692.56亿元，同比减少3.9%;归属于母公司股东的净利润1262.94亿元，同比减少4.9%;基本每股收益0.69元。集团积极应对国内外宏观经济形势和能源、化工市场变化，及时调整优化生产经营策略，持续加强油气勘探开发和增储上产力度，深入推动炼化转型升级，积极开展精细化市场营销，统筹布局风光发电、地热、氢能等新能源业务，扎实推进安全环保、提质增效、改革创新，生产经营保持平稳运行，经营业绩好于预期。2025年前三季度，集团原油平均实现价格为65.55美元 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故意把油打下来一下，让科技喘口气，油向上的趋势改不了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/539091048609352","isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4092177932484180","idStr":"4092177932484180"},"content":"上80美元应该可以空了，川普态度必然软化，伊朗也有台阶下，双方导弹也不多了，休战一年，明年再说。","text":"上80美元应该可以空了，川普态度必然软化，伊朗也有台阶下，双方导弹也不多了，休战一年，明年再说。","html":"上80美元应该可以空了，川普态度必然软化，伊朗也有台阶下，双方导弹也不多了，休战一年，明年再说。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538388275712880,"gmtCreate":1772463335598,"gmtModify":1772465058213,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2603(NQmain)$&nbsp;</a> 拉高可以跑，来中国避险","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2603(NQmain)$&nbsp;</a> 拉高可以跑，来中国避险","text":"$NQ100指数主连 2603(NQmain)$ 拉高可以跑，来中国避险","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538388275712880","isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537123399455912,"gmtCreate":1772154638159,"gmtModify":1772158137240,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 买国产算力吧，美国不稳定","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 买国产算力吧，美国不稳定","text":"$英伟达(NVDA)$ 买国产算力吧，美国不稳定","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537123399455912","isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537088038888952,"gmtCreate":1772145957243,"gmtModify":1772158137329,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"themes":[],"title":"","htmlText":"这个逼又开空单了吧？[开心]&nbsp;&nbsp;","listText":"这个逼又开空单了吧？[开心]&nbsp;&nbsp;","text":"这个逼又开空单了吧？[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537088038888952","repostId":"1135715002","repostType":2,"repost":{"id":"1135715002","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":1772120011,"share":"https://www.laohu8.com/m/news/1135715002?lang=zh_CN&edition=full","pubTime":"2026-02-26 23:33","market":"us","language":"zh","title":"《大空头》原型Michael Burry：英伟达的“采购承诺”与思科在互联网泡沫顶峰时期的情况如出一辙","url":"https://stock-news.laohu8.com/highlight/detail?id=1135715002","media":"老虎资讯综合","summary":"因《大空头》成名的迈克尔·贝里正在加倍坚持他对英伟达的看空观点，对该芯片制造商最新财报中的一项数据敲响警钟，称其与上世纪90年代末互联网泡沫顶峰时期的模式相似。贝里在周四发布于Substack的新闻通讯中指出，英伟达的采购义务激增，从去年同期的161亿美元攀升至952亿美元。诚然，这位投资者指出，英伟达目前超过70%的利润率高于当时思科的水平，这可能提供一些下行保护。英伟达股价周四早盘跌幅超5%。","content":"<html><head></head><body><p style=\"text-align: start;\">因《大空头》成名的迈克尔·贝里（Michael Burry）正在加倍坚持他对英伟达的看空观点，对该芯片制造商最新财报中的一项数据敲响警钟，称其与上世纪90年代末互联网泡沫顶峰时期的模式相似。</p><p style=\"text-align: start;\">贝里在周四发布于Substack的新闻通讯中指出，英伟达的采购义务激增，从去年同期的161亿美元攀升至952亿美元。包括库存和采购协议在内的总供应义务目前约为1170亿美元，几乎与英伟达的年运营现金流相当。</p><p style=\"text-align: start;\">在周三的公司第四财季财报电话会议上，英伟达首席财务官科莱特·克雷斯表示，库存环比增长了8%，并且英伟达&#34;战略性地锁定了库存和产能，以满足比通常更远的未来几个季度的需求&#34;。</p><p style=\"text-align: start;\">在贝里看来，英伟达的表态表明，这家美国最大的上市公司在确切了解未来需求强度之前，就承诺购买大量供应。这意味着更多资金被更长时间地困在库存中。</p><p style=\"text-align: start;\"><strong>&#34;并非暂时现象&#34;</strong></p><p style=\"text-align: start;\">他写道：&#34;现在发生的一切并非暂时现象。这不是出口冲击，甚至不是外部因素造成的。这源于其商业计划内部。这一新现实反映了一个深思熟虑的决定，即比以往任何时候都更进一步地锁定供应链产能。&#34;</p><p style=\"text-align: start;\">这位著名投资者将当前情况与上世纪90年代末至2000年代初互联网泡沫顶峰时期的思科公司相提并论。</p><p style=\"text-align: start;\">在2000年和2001年，思科为确保产能以满足其快速增长预期，锁定了大量的供应承诺。当企业技术支出突然骤降时，思科面临的是无法消化的过剩库存和合同义务。该公司最终不得不减记数十亿美元，其股价也随之暴跌。</p><p style=\"text-align: start;\">&#34;这并非业务如常。这是风险，&#34;贝里在谈到英伟达时表示。&#34;在2000-2001年期间，思科延长了与供应商的采购承诺，以确保其预期的50%年增长率所需的产能，&#34;他说。</p><p style=\"text-align: start;\">诚然，这位投资者指出，英伟达目前超过70%的利润率高于当时思科的水平，这可能提供一些下行保护。但贝里认为，这些利润率是由异常强劲的需求和英伟达的提价能力所推动的。</p><p style=\"text-align: start;\">他写道：&#34;这类利润率可能会随着需求的变化而迅速回落。&#34;</p><p style=\"text-align: start;\"><strong>回应担忧</strong></p><p style=\"text-align: start;\">尽管如此，并非所有人都将这种积压视为警示信号。罗森布拉特证券（Rosenblatt Securities）的分析师表示，管理层在本季度回应了投资者的多重担忧，包括GPU产能、来自定制芯片的竞争、电力供应、内存供应和客户融资等问题。</p><p style=\"text-align: start;\">罗森布拉特分析师在给客户的报告中写道：&#34;我们认为这是一个充满信心的管理团队，他们将支持客户对其下一代平台的需求，并继续引领人工智能市场的发展。&#34;</p><p style=\"text-align: start;\">这家华尔街公司周四将对英伟达的12个月目标价从245美元上调至300美元，这意味着未来一年有超过50%的上涨空间。</p><p style=\"text-align: start;\">英伟达股价周四早盘跌幅超5%。在ChatGPT推出后，该股在2023-2025年期间曾大幅飙升，但进入2026年以来，其涨幅不到1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/faa4f7dc20572ad2edc6778390adc845\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>《大空头》原型Michael Burry：英伟达的“采购承诺”与思科在互联网泡沫顶峰时期的情况如出一辙</title>\n<style 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style=\"text-align: start;\">因《大空头》成名的迈克尔·贝里（Michael Burry）正在加倍坚持他对英伟达的看空观点，对该芯片制造商最新财报中的一项数据敲响警钟，称其与上世纪90年代末互联网泡沫顶峰时期的模式相似。</p><p style=\"text-align: start;\">贝里在周四发布于Substack的新闻通讯中指出，英伟达的采购义务激增，从去年同期的161亿美元攀升至952亿美元。包括库存和采购协议在内的总供应义务目前约为1170亿美元，几乎与英伟达的年运营现金流相当。</p><p style=\"text-align: start;\">在周三的公司第四财季财报电话会议上，英伟达首席财务官科莱特·克雷斯表示，库存环比增长了8%，并且英伟达&#34;战略性地锁定了库存和产能，以满足比通常更远的未来几个季度的需求&#34;。</p><p style=\"text-align: start;\">在贝里看来，英伟达的表态表明，这家美国最大的上市公司在确切了解未来需求强度之前，就承诺购买大量供应。这意味着更多资金被更长时间地困在库存中。</p><p style=\"text-align: start;\"><strong>&#34;并非暂时现象&#34;</strong></p><p style=\"text-align: start;\">他写道：&#34;现在发生的一切并非暂时现象。这不是出口冲击，甚至不是外部因素造成的。这源于其商业计划内部。这一新现实反映了一个深思熟虑的决定，即比以往任何时候都更进一步地锁定供应链产能。&#34;</p><p style=\"text-align: start;\">这位著名投资者将当前情况与上世纪90年代末至2000年代初互联网泡沫顶峰时期的思科公司相提并论。</p><p style=\"text-align: start;\">在2000年和2001年，思科为确保产能以满足其快速增长预期，锁定了大量的供应承诺。当企业技术支出突然骤降时，思科面临的是无法消化的过剩库存和合同义务。该公司最终不得不减记数十亿美元，其股价也随之暴跌。</p><p style=\"text-align: start;\">&#34;这并非业务如常。这是风险，&#34;贝里在谈到英伟达时表示。&#34;在2000-2001年期间，思科延长了与供应商的采购承诺，以确保其预期的50%年增长率所需的产能，&#34;他说。</p><p style=\"text-align: start;\">诚然，这位投资者指出，英伟达目前超过70%的利润率高于当时思科的水平，这可能提供一些下行保护。但贝里认为，这些利润率是由异常强劲的需求和英伟达的提价能力所推动的。</p><p style=\"text-align: start;\">他写道：&#34;这类利润率可能会随着需求的变化而迅速回落。&#34;</p><p style=\"text-align: start;\"><strong>回应担忧</strong></p><p style=\"text-align: start;\">尽管如此，并非所有人都将这种积压视为警示信号。罗森布拉特证券（Rosenblatt Securities）的分析师表示，管理层在本季度回应了投资者的多重担忧，包括GPU产能、来自定制芯片的竞争、电力供应、内存供应和客户融资等问题。</p><p style=\"text-align: start;\">罗森布拉特分析师在给客户的报告中写道：&#34;我们认为这是一个充满信心的管理团队，他们将支持客户对其下一代平台的需求，并继续引领人工智能市场的发展。&#34;</p><p style=\"text-align: start;\">这家华尔街公司周四将对英伟达的12个月目标价从245美元上调至300美元，这意味着未来一年有超过50%的上涨空间。</p><p style=\"text-align: start;\">英伟达股价周四早盘跌幅超5%。在ChatGPT推出后，该股在2023-2025年期间曾大幅飙升，但进入2026年以来，其涨幅不到1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/faa4f7dc20572ad2edc6778390adc845\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/ae469a7b0a9accd31adbf51772f5ec50","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135715002","content_text":"因《大空头》成名的迈克尔·贝里（Michael Burry）正在加倍坚持他对英伟达的看空观点，对该芯片制造商最新财报中的一项数据敲响警钟，称其与上世纪90年代末互联网泡沫顶峰时期的模式相似。贝里在周四发布于Substack的新闻通讯中指出，英伟达的采购义务激增，从去年同期的161亿美元攀升至952亿美元。包括库存和采购协议在内的总供应义务目前约为1170亿美元，几乎与英伟达的年运营现金流相当。在周三的公司第四财季财报电话会议上，英伟达首席财务官科莱特·克雷斯表示，库存环比增长了8%，并且英伟达\"战略性地锁定了库存和产能，以满足比通常更远的未来几个季度的需求\"。在贝里看来，英伟达的表态表明，这家美国最大的上市公司在确切了解未来需求强度之前，就承诺购买大量供应。这意味着更多资金被更长时间地困在库存中。\"并非暂时现象\"他写道：\"现在发生的一切并非暂时现象。这不是出口冲击，甚至不是外部因素造成的。这源于其商业计划内部。这一新现实反映了一个深思熟虑的决定，即比以往任何时候都更进一步地锁定供应链产能。\"这位著名投资者将当前情况与上世纪90年代末至2000年代初互联网泡沫顶峰时期的思科公司相提并论。在2000年和2001年，思科为确保产能以满足其快速增长预期，锁定了大量的供应承诺。当企业技术支出突然骤降时，思科面临的是无法消化的过剩库存和合同义务。该公司最终不得不减记数十亿美元，其股价也随之暴跌。\"这并非业务如常。这是风险，\"贝里在谈到英伟达时表示。\"在2000-2001年期间，思科延长了与供应商的采购承诺，以确保其预期的50%年增长率所需的产能，\"他说。诚然，这位投资者指出，英伟达目前超过70%的利润率高于当时思科的水平，这可能提供一些下行保护。但贝里认为，这些利润率是由异常强劲的需求和英伟达的提价能力所推动的。他写道：\"这类利润率可能会随着需求的变化而迅速回落。\"回应担忧尽管如此，并非所有人都将这种积压视为警示信号。罗森布拉特证券（Rosenblatt Securities）的分析师表示，管理层在本季度回应了投资者的多重担忧，包括GPU产能、来自定制芯片的竞争、电力供应、内存供应和客户融资等问题。罗森布拉特分析师在给客户的报告中写道：\"我们认为这是一个充满信心的管理团队，他们将支持客户对其下一代平台的需求，并继续引领人工智能市场的发展。\"这家华尔街公司周四将对英伟达的12个月目标价从245美元上调至300美元，这意味着未来一年有超过50%的上涨空间。英伟达股价周四早盘跌幅超5%。在ChatGPT推出后，该股在2023-2025年期间曾大幅飙升，但进入2026年以来，其涨幅不到1%。","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536987026048088,"gmtCreate":1772121236147,"gmtModify":1772121814563,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 真打起来，易中天合伙把达子收购了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 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