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如虎添翼123
2021-01-12
$特斯拉(TSLA)$
我就想问一下，还有空头吗
如虎添翼123
2024-02-07
$英伟达(NVDA)$
700[财迷]
如虎添翼123
2024-02-02
上不了车啊 真着急
如虎添翼123
2024-01-31
脑机跟tsl有什么关系
如虎添翼123
2024-01-26
$特斯拉(TSLA)$
红海竞争，都是输家
如虎添翼123
2021-02-25
$游戏驿站(GME)$
都是托
如虎添翼123
07-15
$SpaceX(SPCX)$
马斯克缺钱啊
如虎添翼123
2025-10-11
$小米集团ADR(XIACY)$
盘后什么情况
如虎添翼123
2021-01-11
$特斯拉(TSLA)$
我都能看懂这操盘手是什么意思了
去老虎APP查看更多动态
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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读｜3倍做多韩国ETF-Direxion夜盘上涨8.17%，韩国股市超跌反弹延续杠杆去化接近尾声\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059448697\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-07-31 09:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>7月31日，3倍做多韩国ETF-Direxion夜盘上涨8.17%，报17.61美元/股，成交额6910.48万美元。</p><p>消息面上，韩国股市在经历连续两日熔断的历史性暴跌后持续超跌反弹，三星电子此前已回升逾7%带动KOSPI指数企稳。摩根大通指出，韩国股市本轮暴跌的核心驱动力——杠杆去化已接近尾声，杠杆ETF规模从500亿美元缩水至170亿美元，对冲基金约完成90%去杠杆，市场已缺乏散户爆仓与外资踩踏进一步恶化的基础，三倍杠杆结构在反弹阶段同样放大上行弹性。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KORU":"3倍做多韩国ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180654350","content_text":"7月31日，3倍做多韩国ETF-Direxion夜盘上涨8.17%，报17.61美元/股，成交额6910.48万美元。消息面上，韩国股市在经历连续两日熔断的历史性暴跌后持续超跌反弹，三星电子此前已回升逾7%带动KOSPI指数企稳。摩根大通指出，韩国股市本轮暴跌的核心驱动力——杠杆去化已接近尾声，杠杆ETF规模从500亿美元缩水至170亿美元，对冲基金约完成90%去杠杆，市场已缺乏散户爆仓与外资踩踏进一步恶化的基础，三倍杠杆结构在反弹阶段同样放大上行弹性。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"KORU":1}},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590949469910192,"gmtCreate":1785276395846,"gmtModify":1785276398056,"author":{"id":"3494300258505523","authorId":"3494300258505523","name":"如虎添翼123","avatar":"https://static.tigerbbs.com/e79239674695614dc9dee30036cab691","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494300258505523","idStr":"3494300258505523"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a><v-v data-views=\"1\"></v-v> 半导体真正的大玩家","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a><v-v data-views=\"1\"></v-v> 半导体真正的大玩家","text":"$台积电(TSM)$ 半导体真正的大玩家","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586550940259608","isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":585802293870960,"gmtCreate":1784049567368,"gmtModify":1784049569396,"author":{"id":"3494300258505523","authorId":"3494300258505523","name":"如虎添翼123","avatar":"https://static.tigerbbs.com/e79239674695614dc9dee30036cab691","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494300258505523","idStr":"3494300258505523"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a> 明天还得跌","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a> 明天还得跌","text":"$台积电(TSM)$ 明天还得跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/585802293870960","isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":585797189816464,"gmtCreate":1784048408462,"gmtModify":1784048410919,"author":{"id":"3494300258505523","authorId":"3494300258505523","name":"如虎添翼123","avatar":"https://static.tigerbbs.com/e79239674695614dc9dee30036cab691","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494300258505523","idStr":"3494300258505523"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$ </a> 马斯克缺钱啊","listText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$ </a> 马斯克缺钱啊","text":"$SpaceX(SPCX)$ 马斯克缺钱啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/585797189816464","isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578014985777544,"gmtCreate":1782140414441,"gmtModify":1782140990510,"author":{"id":"3494300258505523","authorId":"3494300258505523","name":"如虎添翼123","avatar":"https://static.tigerbbs.com/e79239674695614dc9dee30036cab691","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494300258505523","idStr":"3494300258505523"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$ </a> 为了你那仨瓜俩枣把地球上电缆全切掉？","listText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$ </a> 为了你那仨瓜俩枣把地球上电缆全切掉？","text":"$SpaceX(SPCX)$ 为了你那仨瓜俩枣把地球上电缆全切掉？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578014985777544","isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573348458942920,"gmtCreate":1781009834333,"gmtModify":1781010795811,"author":{"id":"3494300258505523","authorId":"3494300258505523","name":"如虎添翼123","avatar":"https://static.tigerbbs.com/e79239674695614dc9dee30036cab691","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494300258505523","idStr":"3494300258505523"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573348458942920","repostId":"1193541486","repostType":2,"repost":{"id":"1193541486","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1780979966,"share":"https://www.laohu8.com/m/news/1193541486?lang=zh_CN&edition=full","pubTime":"2026-06-09 12:39","market":"hk","language":"zh","title":"异动解读｜迈威尔科技夜盘上涨3.09%，标普500指数纳入效应持续发酵","url":"https://stock-news.laohu8.com/highlight/detail?id=1193541486","media":"行情直击","summary":"6月9日，迈威尔科技夜盘上涨3.09%，报297.76美元/股，成交额1.22亿美元。消息面上，标普道琼斯指数公司此前宣布，迈威尔科技将于6月22日开盘前正式纳入标普500指数，取代泳池设备制造商Pool Corp。纳入标普500指数意味着公司股票将获得追踪该指数的被动基金及主动管理基金的增量资金买入，对股票流动性与估值均具实质意义。","content":"<p><p>6月9日，迈威尔科技夜盘上涨3.09%，报297.76美元/股，成交额1.22亿美元。</p><p>消息面上，标普道琼斯指数公司此前宣布，迈威尔科技将于6月22日开盘前正式纳入标普500指数，取代泳池设备制造商Pool Corp。纳入标普500指数意味着公司股票将获得追踪该指数的被动基金及主动管理基金的增量资金买入，对股票流动性与估值均具实质意义。</p><p>此外，英伟达CEO黄仁勋此前在Computex演讲中公开称迈威尔科技为\"下一个万亿美元公司\"，并透露英伟达已对其进行20亿美元战略投资。叠加公司创纪录的Q1财报及新一代交换机芯片Teralynx T100发布，多重利好共振下，迈威尔科技当前市值已攀升至约2600亿美元以上，年内涨幅超260%。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读｜迈威尔科技夜盘上涨3.09%，标普500指数纳入效应持续发酵</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读｜迈威尔科技夜盘上涨3.09%，标普500指数纳入效应持续发酵\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059448697\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-06-09 12:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>6月9日，迈威尔科技夜盘上涨3.09%，报297.76美元/股，成交额1.22亿美元。</p><p>消息面上，标普道琼斯指数公司此前宣布，迈威尔科技将于6月22日开盘前正式纳入标普500指数，取代泳池设备制造商Pool Corp。纳入标普500指数意味着公司股票将获得追踪该指数的被动基金及主动管理基金的增量资金买入，对股票流动性与估值均具实质意义。</p><p>此外，英伟达CEO黄仁勋此前在Computex演讲中公开称迈威尔科技为\"下一个万亿美元公司\"，并透露英伟达已对其进行20亿美元战略投资。叠加公司创纪录的Q1财报及新一代交换机芯片Teralynx T100发布，多重利好共振下，迈威尔科技当前市值已攀升至约2600亿美元以上，年内涨幅超260%。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRVL":"迈威尔科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193541486","content_text":"6月9日，迈威尔科技夜盘上涨3.09%，报297.76美元/股，成交额1.22亿美元。消息面上，标普道琼斯指数公司此前宣布，迈威尔科技将于6月22日开盘前正式纳入标普500指数，取代泳池设备制造商Pool Corp。纳入标普500指数意味着公司股票将获得追踪该指数的被动基金及主动管理基金的增量资金买入，对股票流动性与估值均具实质意义。此外，英伟达CEO黄仁勋此前在Computex演讲中公开称迈威尔科技为\"下一个万亿美元公司\"，并透露英伟达已对其进行20亿美元战略投资。叠加公司创纪录的Q1财报及新一代交换机芯片Teralynx T100发布，多重利好共振下，迈威尔科技当前市值已攀升至约2600亿美元以上，年内涨幅超260%。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"MRVL":1}},"isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":569603655000248,"gmtCreate":1780067695260,"gmtModify":1780070591404,"author":{"id":"3494300258505523","authorId":"3494300258505523","name":"如虎添翼123","avatar":"https://static.tigerbbs.com/e79239674695614dc9dee30036cab691","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494300258505523","idStr":"3494300258505523"},"themes":[],"title":"","htmlText":" <a href=\"https://laohu8.com/U/4201194654786860\">@5666202b </a> ","listText":" <a href=\"https://laohu8.com/U/4201194654786860\">@5666202b </a> ","text":"@5666202b","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569603655000248","repostId":"1139172639","repostType":2,"repost":{"id":"1139172639","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1779933809,"share":"https://www.laohu8.com/m/news/1139172639?lang=zh_CN&edition=full","pubTime":"2026-05-28 10:03","market":"us","language":"zh","title":"异动解读 | 联电夜盘大涨5.04%，下半年选择性涨价及Q1净利润激增108%提振股价","url":"https://stock-news.laohu8.com/highlight/detail?id=1139172639","media":"异动解读","summary":"联电今日夜盘股价大涨5.04%，引起了市场的广泛关注。数据显示，联电Q1净利润同比激增108%至161.7亿新台币，毛利率达到29.2%，产能利用率提升至79%。同时，第一季度平均售价同比增长8%，且预计第二季度售价将进一步上涨5%至7%。","content":"<p>联电(UMC)今日夜盘股价大涨5.04%，引起了市场的广泛关注。</p><p>消息面上，联电近日召开股东常会，公司首席财务官刘启东表示，随着新加坡厂扩产导致成本上升，公司计划于今年下半年展开选择性涨价，并将在2027年更全面与客户商议价格调整，这一积极的定价策略信号增强了投资者对公司未来盈利能力的预期。</p><p>此外，公司强劲的第一季度财务表现也为股价提供了支撑。数据显示，联电Q1净利润同比激增108%至161.7亿新台币，毛利率达到29.2%，产能利用率提升至79%。同时，第一季度平均售价同比增长8%，且预计第二季度售价将进一步上涨5%至7%。公司近期还斥资约10.3亿新台币收购Tokyo Electron的机械设备用于产能扩张，进一步强化了市场对其增长前景的信心。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读 | 联电夜盘大涨5.04%，下半年选择性涨价及Q1净利润激增108%提振股价</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 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10:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>联电(UMC)今日夜盘股价大涨5.04%，引起了市场的广泛关注。</p><p>消息面上，联电近日召开股东常会，公司首席财务官刘启东表示，随着新加坡厂扩产导致成本上升，公司计划于今年下半年展开选择性涨价，并将在2027年更全面与客户商议价格调整，这一积极的定价策略信号增强了投资者对公司未来盈利能力的预期。</p><p>此外，公司强劲的第一季度财务表现也为股价提供了支撑。数据显示，联电Q1净利润同比激增108%至161.7亿新台币，毛利率达到29.2%，产能利用率提升至79%。同时，第一季度平均售价同比增长8%，且预计第二季度售价将进一步上涨5%至7%。公司近期还斥资约10.3亿新台币收购Tokyo Electron的机械设备用于产能扩张，进一步强化了市场对其增长前景的信心。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UMC":"联电"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139172639","content_text":"联电(UMC)今日夜盘股价大涨5.04%，引起了市场的广泛关注。消息面上，联电近日召开股东常会，公司首席财务官刘启东表示，随着新加坡厂扩产导致成本上升，公司计划于今年下半年展开选择性涨价，并将在2027年更全面与客户商议价格调整，这一积极的定价策略信号增强了投资者对公司未来盈利能力的预期。此外，公司强劲的第一季度财务表现也为股价提供了支撑。数据显示，联电Q1净利润同比激增108%至161.7亿新台币，毛利率达到29.2%，产能利用率提升至79%。同时，第一季度平均售价同比增长8%，且预计第二季度售价将进一步上涨5%至7%。公司近期还斥资约10.3亿新台币收购Tokyo Electron的机械设备用于产能扩张，进一步强化了市场对其增长前景的信心。","news_type":1,"symbols_score_info":{"UMC":1}},"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":563121648350600,"gmtCreate":1778509432131,"gmtModify":1778509517010,"author":{"id":"3494300258505523","authorId":"3494300258505523","name":"如虎添翼123","avatar":"https://static.tigerbbs.com/e79239674695614dc9dee30036cab691","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494300258505523","idStr":"3494300258505523"},"themes":[],"title":"","htmlText":"Replying to <a href=\"https://laohu8.com/U/3494439906869265\">@吐司</a>:开玩笑呢。台积电最多成为美积电//<a href=\"https://laohu8.com/U/3494439906869265\">@吐司</a>:你太年轻了·老美要肢解台积电还看不明白·就像肢解东芝一样","listText":"Replying to <a href=\"https://laohu8.com/U/3494439906869265\">@吐司</a>:开玩笑呢。台积电最多成为美积电//<a href=\"https://laohu8.com/U/3494439906869265\">@吐司</a>:你太年轻了·老美要肢解台积电还看不明白·就像肢解东芝一样","text":"Replying to 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17:24","market":"hk","language":"zh","title":"联想集团(00992)：Amit Midha 辞任非执行董事","url":"https://stock-news.laohu8.com/highlight/detail?id=2627295271","media":"智通财经","summary":"智通财经APP讯，联想集团(00992)公布，Amit Midha 先生因工作安排变动，彼已辞任公司非执行董事的职务，于2026年4月16日起生效。","content":"<html><body><p>智通财经APP讯，<a href=\"https://laohu8.com/S/00992\">联想集团</a>(00992)公布，Amit Midha 先生因工作安排变动，彼已辞任公司非执行董事的职务，于2026年4月16日起生效。</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>联想集团(00992)：Amit Midha 辞任非执行董事</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1429415.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":{"80992":"联想集团-R","BK1526":"科网股","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0049112450.USD":"FIDELITY PACIFIC \"A\" INC","BK1607":"新IT概念","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU0791590937.USD":"ALLSPRING EMERGING MARKTES EQUITY INCOME \"A\" (USD)","LU0791591158.USD":"ALLSPRING EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","LU1235295612.USD":"FIDELITY PACIFIC \"A\" (USDHDG) INC","LNVGY":"联想集团ADR","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","HK0000320223.HKD":"TAIKANG KAITAI 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小果子nb","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527497693225336","isVote":1,"tweetType":1,"viewCount":1513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524607855617504,"gmtCreate":1769104764508,"gmtModify":1769104766479,"author":{"id":"3494300258505523","authorId":"3494300258505523","name":"如虎添翼123","avatar":"https://static.tigerbbs.com/e79239674695614dc9dee30036cab691","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494300258505523","idStr":"3494300258505523"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 无敌","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 无敌","text":"$特斯拉(TSLA)$ 无敌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524607855617504","isVote":1,"tweetType":1,"viewCount":1535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522051819602616,"gmtCreate":1768490021100,"gmtModify":1768490024707,"author":{"id":"3494300258505523","authorId":"3494300258505523","name":"如虎添翼123","avatar":"https://static.tigerbbs.com/e79239674695614dc9dee30036cab691","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494300258505523","idStr":"3494300258505523"},"themes":[],"title":"","htmlText":"ai应用不应该是机器人吗？真搞笑😄","listText":"ai应用不应该是机器人吗？真搞笑😄","text":"ai应用不应该是机器人吗？真搞笑😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/522051819602616","repostId":"1147487732","repostType":2,"repost":{"id":"1147487732","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":1768461300,"share":"https://www.laohu8.com/m/news/1147487732?lang=zh_CN&edition=full","pubTime":"2026-01-15 15:15","market":"us","language":"zh","title":"AI应用开始赚大钱了，7个月收入翻倍至300亿美元！利好这些公司...","url":"https://stock-news.laohu8.com/highlight/detail?id=1147487732","media":"老虎资讯综合","summary":"根据 The Information 对32家公司的统计，仅用7个月时间，销售AI模型或应用的“AI原生”公司年化收入规模已从 150亿美元 翻倍增长至 300亿美元以上。此外，文章尚未计入这些公司为获取收入而付出的成本。按估算，目前这些AI公司每年合计“烧钱”规模超过 200亿美元，意味着收入增长并不等同于盈利改善。过去6个月中，已有 13家 AI应用公司年化收入突破 1亿美元这一关键节点。","content":"<html><head></head><body><h2 id=\"id_124075000\">AI原生创业公司收入快速增长</h2><p>AI创业公司的收入前景正在逐步改善。根据 The Information 对32家公司的统计，仅用7个月时间，销售AI模型或应用的“AI原生”公司年化收入规模已从 <strong>150亿美元</strong> 翻倍增长至 <strong>300亿美元以上</strong>。而在2023年之前，这一个数据几乎为零。</p><p>从图表来看，这一增长趋势在2024年下半年至2025年明显加速，显示AI应用层的商业化正在取得阶段性进展。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e34935cfead4071176c746269eed5ef3\" tg-width=\"1800\" tg-height=\"1012\"/></p><p><strong>利好以下公司：</strong></p><p>OpenAI → 微软</p><p>Anthropic → 亚马逊 / 谷歌</p><p>xAI → 特斯拉（TSLA）</p><p>利好算力股 → Nvidia（NVDA）、AMD</p><p>定制 AI 芯片、网络芯片 → Broadcom（AVGO）</p><p>AI服务器 → DELL、ORCL等</p><p>储存芯片 → MU、SNDK、WDC、STX等</p><h2 id=\"id_2766627039\">收入高度集中，OpenAI与Anthropic占据绝对主导</h2><p>不过，这一亮眼数据背后，收入结构极度集中。OpenAI和Anthropic两家公司合计贡献了 <strong>接近85%</strong> 的年化收入；若按收入排名前十的公司计算，其合计占比更是高达 <strong>94%</strong>。</p><p>这前十家公司包括：OpenAI、Anthropic、Cursor、Cognition、ElevenLabs、Midjourney、Lovable、Suno、xAI 和 Perplexity。换言之，大多数AI创业公司的收入规模仍然有限，行业呈现明显的“头部效应”。</p><h2 id=\"id_3966732446\">收入口径存在重复计算，真实规模需打折看待</h2><p>需要注意的是，统计中存在一定程度的<strong>重复计算</strong>。例如，Cursor 和 Perplexity 等应用型公司，需要向 OpenAI、Anthropic 付费调用模型能力，其收入在某种程度上与模型厂商的收入存在交叉。</p><p>此外，文章尚未计入这些公司为获取收入而付出的成本。按估算，目前这些AI公司每年合计“烧钱”规模超过 <strong>200亿美元</strong>，意味着收入增长并不等同于盈利改善。</p><h2 id=\"id_1386372148\">多家AI应用跨过“1亿美元门槛”</h2><p>尽管如此，AI应用近期的收入增长依然不容忽视。过去6个月中，已有 <strong>13家</strong> AI应用公司年化收入突破 <strong>1亿美元</strong>这一关键节点。</p><p>其中，音乐生成应用 <strong>Suno</strong> 的年化收入已超过 <strong>2亿美元</strong>；代码智能体公司 <strong>Cognition</strong> 的年化收入约 <strong>4亿美元</strong>；而代码助手 <strong>Cursor</strong> 的增长最为迅猛，近几个月年化收入已突破 <strong>10亿美元</strong>。</p><h2 id=\"id_2158126204\">商业模式开始多元化，广告成为新路径</h2><p>收入增长也反映出AI公司正在探索订阅之外的商业模式。其中，广告正逐渐成为重要补充。</p><p>例如，医疗聊天机器人 <strong>OpenEvidence</strong> 通过向制药公司出售广告位实现变现，模式类似于谷歌的搜索广告。数据显示，该公司在仅售出约十分之一广告库存的情况下，年化收入已达 <strong>1.5亿美元</strong>，理论上具备冲击 <strong>10亿美元级别</strong>收入的潜力。</p><h2 id=\"id_4161943635\">高收入不等于长期安全，竞争正在加剧</h2><p>尽管收入快速增长，但AI创业公司能否长期存活仍存在不确定性。以 Cursor 和 Cognition 为例，它们目前是AI时代表现最突出的代码类创业公司之一，但正面临来自“上游模型厂商”的直接竞争。</p><p>OpenAI 和 Anthropic 已开始推出自有编程工具。以 Anthropic 为例，其 Claude Code 的收入规模已与 Cursor 相当，而 Cursor 实际上拥有近两年的先发优势。这意味着，AI生态中的“平台反向挤压应用层”风险正在显现。</p><h2 id=\"id_1336423021\">收入仍将增长，但增速分化不可避免</h2><p>综合来看，“AI原生”公司的整体收入规模仍有望继续扩大，但在部分细分领域，增速放缓甚至竞争洗牌并不令人意外。对投资者而言，<strong>收入增长的质量、可持续性与竞争位置</strong>，将比单纯的规模数字更加关键。</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>AI应用开始赚大钱了，7个月收入翻倍至300亿美元！利好这些公司...</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\">\nAI应用开始赚大钱了，7个月收入翻倍至300亿美元！利好这些公司...\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-01-15 15:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 id=\"id_124075000\">AI原生创业公司收入快速增长</h2><p>AI创业公司的收入前景正在逐步改善。根据 The Information 对32家公司的统计，仅用7个月时间，销售AI模型或应用的“AI原生”公司年化收入规模已从 <strong>150亿美元</strong> 翻倍增长至 <strong>300亿美元以上</strong>。而在2023年之前，这一个数据几乎为零。</p><p>从图表来看，这一增长趋势在2024年下半年至2025年明显加速，显示AI应用层的商业化正在取得阶段性进展。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e34935cfead4071176c746269eed5ef3\" tg-width=\"1800\" tg-height=\"1012\"/></p><p><strong>利好以下公司：</strong></p><p>OpenAI → 微软</p><p>Anthropic → 亚马逊 / 谷歌</p><p>xAI → 特斯拉（TSLA）</p><p>利好算力股 → Nvidia（NVDA）、AMD</p><p>定制 AI 芯片、网络芯片 → Broadcom（AVGO）</p><p>AI服务器 → DELL、ORCL等</p><p>储存芯片 → MU、SNDK、WDC、STX等</p><h2 id=\"id_2766627039\">收入高度集中，OpenAI与Anthropic占据绝对主导</h2><p>不过，这一亮眼数据背后，收入结构极度集中。OpenAI和Anthropic两家公司合计贡献了 <strong>接近85%</strong> 的年化收入；若按收入排名前十的公司计算，其合计占比更是高达 <strong>94%</strong>。</p><p>这前十家公司包括：OpenAI、Anthropic、Cursor、Cognition、ElevenLabs、Midjourney、Lovable、Suno、xAI 和 Perplexity。换言之，大多数AI创业公司的收入规模仍然有限，行业呈现明显的“头部效应”。</p><h2 id=\"id_3966732446\">收入口径存在重复计算，真实规模需打折看待</h2><p>需要注意的是，统计中存在一定程度的<strong>重复计算</strong>。例如，Cursor 和 Perplexity 等应用型公司，需要向 OpenAI、Anthropic 付费调用模型能力，其收入在某种程度上与模型厂商的收入存在交叉。</p><p>此外，文章尚未计入这些公司为获取收入而付出的成本。按估算，目前这些AI公司每年合计“烧钱”规模超过 <strong>200亿美元</strong>，意味着收入增长并不等同于盈利改善。</p><h2 id=\"id_1386372148\">多家AI应用跨过“1亿美元门槛”</h2><p>尽管如此，AI应用近期的收入增长依然不容忽视。过去6个月中，已有 <strong>13家</strong> AI应用公司年化收入突破 <strong>1亿美元</strong>这一关键节点。</p><p>其中，音乐生成应用 <strong>Suno</strong> 的年化收入已超过 <strong>2亿美元</strong>；代码智能体公司 <strong>Cognition</strong> 的年化收入约 <strong>4亿美元</strong>；而代码助手 <strong>Cursor</strong> 的增长最为迅猛，近几个月年化收入已突破 <strong>10亿美元</strong>。</p><h2 id=\"id_2158126204\">商业模式开始多元化，广告成为新路径</h2><p>收入增长也反映出AI公司正在探索订阅之外的商业模式。其中，广告正逐渐成为重要补充。</p><p>例如，医疗聊天机器人 <strong>OpenEvidence</strong> 通过向制药公司出售广告位实现变现，模式类似于谷歌的搜索广告。数据显示，该公司在仅售出约十分之一广告库存的情况下，年化收入已达 <strong>1.5亿美元</strong>，理论上具备冲击 <strong>10亿美元级别</strong>收入的潜力。</p><h2 id=\"id_4161943635\">高收入不等于长期安全，竞争正在加剧</h2><p>尽管收入快速增长，但AI创业公司能否长期存活仍存在不确定性。以 Cursor 和 Cognition 为例，它们目前是AI时代表现最突出的代码类创业公司之一，但正面临来自“上游模型厂商”的直接竞争。</p><p>OpenAI 和 Anthropic 已开始推出自有编程工具。以 Anthropic 为例，其 Claude Code 的收入规模已与 Cursor 相当，而 Cursor 实际上拥有近两年的先发优势。这意味着，AI生态中的“平台反向挤压应用层”风险正在显现。</p><h2 id=\"id_1336423021\">收入仍将增长，但增速分化不可避免</h2><p>综合来看，“AI原生”公司的整体收入规模仍有望继续扩大，但在部分细分领域，增速放缓甚至竞争洗牌并不令人意外。对投资者而言，<strong>收入增长的质量、可持续性与竞争位置</strong>，将比单纯的规模数字更加关键。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae","relate_stocks":{"NVDA":"英伟达","MSFT":"微软","TSLA":"特斯拉","STX":"希捷科技","META":"Meta Platforms, Inc.","GOOG":"谷歌","CRWV":"CoreWeave, Inc.","ORCL":"甲骨文","WDC":"西部数据","SNDK":"闪迪","DELL":"戴尔","SMCI":"超微电脑","AMZN":"亚马逊","MU":"美光科技","GOOGL":"谷歌A"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147487732","content_text":"AI原生创业公司收入快速增长AI创业公司的收入前景正在逐步改善。根据 The Information 对32家公司的统计，仅用7个月时间，销售AI模型或应用的“AI原生”公司年化收入规模已从 150亿美元 翻倍增长至 300亿美元以上。而在2023年之前，这一个数据几乎为零。从图表来看，这一增长趋势在2024年下半年至2025年明显加速，显示AI应用层的商业化正在取得阶段性进展。利好以下公司：OpenAI → 微软Anthropic → 亚马逊 / 谷歌xAI → 特斯拉（TSLA）利好算力股 → Nvidia（NVDA）、AMD定制 AI 芯片、网络芯片 → Broadcom（AVGO）AI服务器 → DELL、ORCL等储存芯片 → MU、SNDK、WDC、STX等收入高度集中，OpenAI与Anthropic占据绝对主导不过，这一亮眼数据背后，收入结构极度集中。OpenAI和Anthropic两家公司合计贡献了 接近85% 的年化收入；若按收入排名前十的公司计算，其合计占比更是高达 94%。这前十家公司包括：OpenAI、Anthropic、Cursor、Cognition、ElevenLabs、Midjourney、Lovable、Suno、xAI 和 Perplexity。换言之，大多数AI创业公司的收入规模仍然有限，行业呈现明显的“头部效应”。收入口径存在重复计算，真实规模需打折看待需要注意的是，统计中存在一定程度的重复计算。例如，Cursor 和 Perplexity 等应用型公司，需要向 OpenAI、Anthropic 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05:33","market":"us","language":"zh","title":"Form 144 | NVIDIA 总裁暨CEO黄仁勋拟减持75000股，总价约1375万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1138466160","media":"公告助手","summary":"NVIDIA公司的总裁兼CEO黄仁勋计划于2025年10月20日出售75000股普通股票，总市值约1375万美元。在过去3个月内，黄仁勋累计减持20次，共计1500000股。","content":"NVIDIA公司的总裁兼CEO黄仁勋计划于2025年10月20日出售75000股普通股票，总市值约1375万美元。在过去3个月内，黄仁勋累计减持20次，共计1500000股。","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 144 | NVIDIA 总裁暨CEO黄仁勋拟减持75000股，总价约1375万美元</title>\n<style 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