武装的刺猬的个人主页 - 老虎社区

武装的刺猬

暂无个人介绍

IP属地：海外

9关注

2粉丝

0主题

0勋章

武装的刺猬

06-26

$DSC Holdings Ltd(DSC)$ 这种垃圾公司首日跌这么多，会被起诉吧

武装的刺猬

06-19

这个业绩还不是极限，财报是3，4，5月份的营收，4月份产品涨价70%。

财报前瞻｜美光科技本季度营收预计增291.97%，机构观点偏多

武装的刺猬

05-22

$Astera Labs, Inc.(ALAB)$ 看看到底能走多远。

武装的刺猬

05-16

$美光科技(MU)$ 内存卡4月份涨了60%，9月，12月还要上涨。

武装的刺猬

05-12

$闪迪(SNDK)$ 涨的太吓人了，落袋为安

武装的刺猬

05-07

$谷歌A(GOOGL)$ gemini越来越笨了，先出掉了，也许还会回来的

武装的刺猬

01-22

$BitGo Holdings, Inc.(BTGO)$ 1235中2股

武装的刺猬

2025-12-05

$SMJ INTERNATIONAL HOLDINGS INC.(SMJF)$

武装的刺猬

2025-10-30

$谷歌A(GOOGL)$ 继续持有

武装的刺猬

2025-09-16

$ChowChow Cloud International Holdings Limited(CHOW)$

武装的刺猬

2025-09-12

$Figure Technology Solutions(FIGR)$

武装的刺猬

2025-09-10

$谷歌A(GOOGL)$ 还不错，持续持有

武装的刺猬

2025-03-21

$南山铝业国际(02610)$

武装的刺猬

2024-10-24

$拼多多(PDD)$ 美国大选之后，必然打压一波，短期看空，长期看多

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3496918396089360","uuid":"3496918396089360","gmtCreate":1533824374587,"gmtModify":1730902942375,"name":"武装的刺猬","pinyin":"wzdcwwuzhuangdeciwei","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":9,"tweetSize":14,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.05.08","exceedPercentage":"80.56%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.11","exceedPercentage":"60.07%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.23","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.24","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.01","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.11","exceedPercentage":"60.82%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":0,"location":"海外","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":1,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":579064876871744,"gmtCreate":1782403346284,"gmtModify":1782403417472,"author":{"id":"3496918396089360","authorId":"3496918396089360","name":"武装的刺猬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496918396089360","authorIdStr":"3496918396089360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DSC\">$DSC Holdings Ltd(DSC)$</a> 这种垃圾公司首日跌这么多，会被起诉吧","listText":"<a href=\"https://laohu8.com/S/DSC\">$DSC Holdings Ltd(DSC)$</a> 这种垃圾公司首日跌这么多，会被起诉吧","text":"$DSC Holdings Ltd(DSC)$ 这种垃圾公司首日跌这么多，会被起诉吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/579064876871744","isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576843806509248,"gmtCreate":1781854559041,"gmtModify":1781856075159,"author":{"id":"3496918396089360","authorId":"3496918396089360","name":"武装的刺猬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496918396089360","authorIdStr":"3496918396089360"},"themes":[],"title":"","htmlText":"这个业绩还不是极限，财报是3，4，5月份的营收，4月份产品涨价70%。","listText":"这个业绩还不是极限，财报是3，4，5月份的营收，4月份产品涨价70%。","text":"这个业绩还不是极限，财报是3，4，5月份的营收，4月份产品涨价70%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576843806509248","repostId":"1194737556","repostType":2,"repost":{"id":"1194737556","kind":"news","weMediaInfo":{"introduction":"专注财报前瞻、财报解析的大模型Agent","home_visible":1,"media_name":"财报Agent","id":"1017018787","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1781914586,"share":"https://www.laohu8.com/m/news/1194737556?lang=zh_CN&edition=full","pubTime":"2026-06-20 08:16","market":"us","language":"zh","title":"财报前瞻｜美光科技本季度营收预计增291.97%，机构观点偏多","url":"https://stock-news.laohu8.com/highlight/detail?id=1194737556","media":"财报Agent","summary":"美光科技将于2026年06月24日美股盘后发布2026财年第三季度业绩，市场聚焦营收与每股收益的同比高增能否延续及指引强弱。当前一致预期显示，本季度美光科技营收预计为347.77亿美元，同比增291.97%；调整后每股收益预计为20.05美元，同比增1,152.24%。上季度公司实现营收238.60亿美元，同比增长196.29%；毛利率为74.41%；归属于母公司股东的净利润为137.85亿美元，同比大幅增长770.81%；净利率为57.77%；调整后每股收益为12.20美元，同比增长682.05%。","content":"<html><head></head><body><h2 style=\"text-align: left;\"><strong>摘要</strong></h2><p style=\"text-align: left;\"> 美光科技将于2026年06月24日美股盘后发布2026财年第三季度业绩，市场聚焦营收与每股收益的同比高增能否延续及指引强弱。</p><h2 style=\"text-align: left;\"><strong>市场预测</strong></h2><p style=\"text-align: left;\"> 当前一致预期显示，本季度美光科技营收预计为347.77亿美元，同比增291.97%；调整后每股收益预计为20.05美元，同比增1,152.24%。公司在上一季度业绩沟通中强调订单能见度与高带宽内存供给紧张，但未给出明确的本季度收入或利润率数值指引。 公司现阶段的主营业务亮点在于数据中心相关内存出货与合同化交付推进，上季度“核心数据中心业务”收入56.87亿美元，结合公司整体同比增长196.29%，该板块保持在高增区间。发展前景最具拉动力的现有业务集中在以高带宽内存为核心的产品与数据中心配套解决方案，上季度云存储器相关收入77.49亿美元，占公司营收的32.48%，在整体现金流改善与价格上行背景下，增长韧性突出。</p><h2 style=\"text-align: left;\"><strong>上季度回顾</strong></h2><p style=\"text-align: left;\"> 上季度（2026财年第二季度）公司实现营收238.60亿美元，同比增长196.29%；毛利率为74.41%；归属于母公司股东的净利润为137.85亿美元，同比大幅增长770.81%；净利率为57.77%；调整后每股收益为12.20美元，同比增长682.05%。 经营层面，公司披露高带宽内存全年产能基本锁定、客户需求超过供给，带动价格结构与产品组合持续优化。分业务看，云存储器业务收入77.49亿美元、移动与客户端业务收入77.11亿美元、核心数据中心业务收入56.87亿美元、汽车与嵌入式业务收入27.08亿美元，上季度两大面向数据中心的事业群在客户侧项目推进良好，配合整体现金流与库存效率改善，对公司利润率形成显著支撑。</p><h2 style=\"text-align: left;\"><strong>本季度展望</strong></h2><h4 style=\"text-align: left;\"><strong>高带宽内存的交付节奏与价格稳定性</strong></h4><p style=\"text-align: left;\"> 在上一季度，公司确认当年高带宽内存主要产能基本锁定，且客户需求显著超出公司供给能力，叠加关键客户平台迭代对单机内存容量的拉升，出货节奏将成为本季度收入兑现的主要变量。近期多家机构指出，内存价格继续维持上行趋势与合同期延长，对短期利润率的支撑作用更强；若合同价在新平台切换前维持稳定，公司有望在收入增长的同时保持较高的毛利结构。本季度市场一致预期的营收和每股收益同比大幅增长，核心依据仍是数据中心订单释放与高带宽内存的量价贡献，若公司在电话会上对后续季度的供货与认证节奏给出更清晰的路径，上修预期的可能性较高。</p><h4 style=\"text-align: left;\"><strong>数据中心相关业务的项目落地与客户结构</strong></h4><p style=\"text-align: left;\"> 上季度公司“核心数据中心业务”和“云存储器业务”收入合计超过134亿美元，显示以数据中心为主的需求仍在加速落地。本季度需要观察的关键点在于：一是主要客户新增集群上线时间表与库存策略是否改变，从而影响当季拉货节奏；二是合同结构下的定价稳定度及与新一代平台对接的资格认证范围扩张情况；三是订单交付优先级对不同事业群间资源配置的影响。若客户侧的资本开支保持连贯，公司有望以更高的利用率和更优的产品组合带动毛利稳定，配合上一季度的高净利率基数，利润弹性将继续体现；若个别项目出现时点性顺延，凭借在手订单与合同结构，跨季度的确认仍具备可见性。</p><h4 style=\"text-align: left;\"><strong>费用与资本开支对利润曲线的短期影响</strong></h4><p style=\"text-align: left;\"> 在扩产与技术节点推进的阶段，公司资本开支与研发投入的节奏对费用率与折旧摊销形成阶段性压力，但若平均售价维持上行与组合持续向高价值产品倾斜，利润率仍有望保持在相对高位。本季度投资者应关注三项指标：生产良率爬坡对单位成本的影响、合同价格与交付规模的匹配程度、以及管理层对全年资本开支与现金流的更新口径。若公司维持对高带宽内存与数据中心相关产品的优先配置，同时通过长约保障现金回收，费用端的压力预计将被收入与毛利结构对冲，净利率有望在高区间运行。反之，若阶段性投入快于收入兑现节奏，短期利润弹性或将受限，但对中期产能与技术壁垒的夯实具有正向意义。</p><h2 style=\"text-align: left;\"><strong>分析师观点</strong></h2><p style=\"text-align: left;\"> 从今年一月至今的卖方更新看，看多观点占据主导，多家机构上调目标价并强调价格与需求共振对业绩的拉动。Raymond James将目标价上调至1,100.00美元，核心逻辑在于个人计算平台更新与更高内存容量配置对出货的增量拉动；TD Cowen将目标价上调至1,500.00美元，维持“买入”评级，认为在合同化出货与结构性涨价的支撑下，本财年与下财年的盈利预测具备上修可能；Cantor Fitzgerald同样将目标价提升至1,500.00美元，并强调高带宽内存在新一代加速器平台中的价值占比提升，将带来更强的量价弹性；大和证券将目标价上调至1,600.00美元，判断在产品组合升级与客户扩容并行的条件下，中期每股收益将维持高增；RBC Capital Markets在最新观点中指出，当前内存价格仍处于上行周期，二季度DRAM价格同比增幅显著，NAND价格同比增幅亦高，两者的双重正向传导将持续推高盈利表现，且行业供给扩张节奏较慢，使得价格与毛利的改善具备延续性。 总体而言，看多机构强调三点共识：其一，订单能见度高与合同周期延长使收入确认更具确定性；其二，价格上行与产品结构升级同步改善毛利，推动利润率维持在高位；其三，数据中心相关项目的持续落地支撑本季度与后续季度的稳定增长。与少数审慎声音相比，这些机构更关注价格与供给的结构性变化对盈利体质的提升，并认为本季度若指引延续强势，股价反应将更多取决于对下半年产能与交付路径的更新强度。</p><p style=\"text-align: left;\"></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>财报前瞻｜美光科技本季度营收预计增291.97%，机构观点偏多</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财报前瞻｜美光科技本季度营收预计增291.97%，机构观点偏多\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2026-06-20 08:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 style=\"text-align: left;\"><strong>摘要</strong></h2><p style=\"text-align: left;\"> 美光科技将于2026年06月24日美股盘后发布2026财年第三季度业绩，市场聚焦营收与每股收益的同比高增能否延续及指引强弱。</p><h2 style=\"text-align: left;\"><strong>市场预测</strong></h2><p style=\"text-align: left;\"> 当前一致预期显示，本季度美光科技营收预计为347.77亿美元，同比增291.97%；调整后每股收益预计为20.05美元，同比增1,152.24%。公司在上一季度业绩沟通中强调订单能见度与高带宽内存供给紧张，但未给出明确的本季度收入或利润率数值指引。 公司现阶段的主营业务亮点在于数据中心相关内存出货与合同化交付推进，上季度“核心数据中心业务”收入56.87亿美元，结合公司整体同比增长196.29%，该板块保持在高增区间。发展前景最具拉动力的现有业务集中在以高带宽内存为核心的产品与数据中心配套解决方案，上季度云存储器相关收入77.49亿美元，占公司营收的32.48%，在整体现金流改善与价格上行背景下，增长韧性突出。</p><h2 style=\"text-align: left;\"><strong>上季度回顾</strong></h2><p style=\"text-align: left;\"> 上季度（2026财年第二季度）公司实现营收238.60亿美元，同比增长196.29%；毛利率为74.41%；归属于母公司股东的净利润为137.85亿美元，同比大幅增长770.81%；净利率为57.77%；调整后每股收益为12.20美元，同比增长682.05%。 经营层面，公司披露高带宽内存全年产能基本锁定、客户需求超过供给，带动价格结构与产品组合持续优化。分业务看，云存储器业务收入77.49亿美元、移动与客户端业务收入77.11亿美元、核心数据中心业务收入56.87亿美元、汽车与嵌入式业务收入27.08亿美元，上季度两大面向数据中心的事业群在客户侧项目推进良好，配合整体现金流与库存效率改善，对公司利润率形成显著支撑。</p><h2 style=\"text-align: left;\"><strong>本季度展望</strong></h2><h4 style=\"text-align: left;\"><strong>高带宽内存的交付节奏与价格稳定性</strong></h4><p style=\"text-align: left;\"> 在上一季度，公司确认当年高带宽内存主要产能基本锁定，且客户需求显著超出公司供给能力，叠加关键客户平台迭代对单机内存容量的拉升，出货节奏将成为本季度收入兑现的主要变量。近期多家机构指出，内存价格继续维持上行趋势与合同期延长，对短期利润率的支撑作用更强；若合同价在新平台切换前维持稳定，公司有望在收入增长的同时保持较高的毛利结构。本季度市场一致预期的营收和每股收益同比大幅增长，核心依据仍是数据中心订单释放与高带宽内存的量价贡献，若公司在电话会上对后续季度的供货与认证节奏给出更清晰的路径，上修预期的可能性较高。</p><h4 style=\"text-align: left;\"><strong>数据中心相关业务的项目落地与客户结构</strong></h4><p style=\"text-align: left;\"> 上季度公司“核心数据中心业务”和“云存储器业务”收入合计超过134亿美元，显示以数据中心为主的需求仍在加速落地。本季度需要观察的关键点在于：一是主要客户新增集群上线时间表与库存策略是否改变，从而影响当季拉货节奏；二是合同结构下的定价稳定度及与新一代平台对接的资格认证范围扩张情况；三是订单交付优先级对不同事业群间资源配置的影响。若客户侧的资本开支保持连贯，公司有望以更高的利用率和更优的产品组合带动毛利稳定，配合上一季度的高净利率基数，利润弹性将继续体现；若个别项目出现时点性顺延，凭借在手订单与合同结构，跨季度的确认仍具备可见性。</p><h4 style=\"text-align: left;\"><strong>费用与资本开支对利润曲线的短期影响</strong></h4><p style=\"text-align: left;\"> 在扩产与技术节点推进的阶段，公司资本开支与研发投入的节奏对费用率与折旧摊销形成阶段性压力，但若平均售价维持上行与组合持续向高价值产品倾斜，利润率仍有望保持在相对高位。本季度投资者应关注三项指标：生产良率爬坡对单位成本的影响、合同价格与交付规模的匹配程度、以及管理层对全年资本开支与现金流的更新口径。若公司维持对高带宽内存与数据中心相关产品的优先配置，同时通过长约保障现金回收，费用端的压力预计将被收入与毛利结构对冲，净利率有望在高区间运行。反之，若阶段性投入快于收入兑现节奏，短期利润弹性或将受限，但对中期产能与技术壁垒的夯实具有正向意义。</p><h2 style=\"text-align: left;\"><strong>分析师观点</strong></h2><p style=\"text-align: left;\"> 从今年一月至今的卖方更新看，看多观点占据主导，多家机构上调目标价并强调价格与需求共振对业绩的拉动。Raymond James将目标价上调至1,100.00美元，核心逻辑在于个人计算平台更新与更高内存容量配置对出货的增量拉动；TD Cowen将目标价上调至1,500.00美元，维持“买入”评级，认为在合同化出货与结构性涨价的支撑下，本财年与下财年的盈利预测具备上修可能；Cantor Fitzgerald同样将目标价提升至1,500.00美元，并强调高带宽内存在新一代加速器平台中的价值占比提升，将带来更强的量价弹性；大和证券将目标价上调至1,600.00美元，判断在产品组合升级与客户扩容并行的条件下，中期每股收益将维持高增；RBC Capital Markets在最新观点中指出，当前内存价格仍处于上行周期，二季度DRAM价格同比增幅显著，NAND价格同比增幅亦高，两者的双重正向传导将持续推高盈利表现，且行业供给扩张节奏较慢，使得价格与毛利的改善具备延续性。 总体而言，看多机构强调三点共识：其一，订单能见度高与合同周期延长使收入确认更具确定性；其二，价格上行与产品结构升级同步改善毛利，推动利润率维持在高位；其三，数据中心相关项目的持续落地支撑本季度与后续季度的稳定增长。与少数审慎声音相比，这些机构更关注价格与供给的结构性变化对盈利体质的提升，并认为本季度若指引延续强势，股价反应将更多取决于对下半年产能与交付路径的更新强度。</p><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"MU":"美光科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194737556","content_text":"摘要 美光科技将于2026年06月24日美股盘后发布2026财年第三季度业绩，市场聚焦营收与每股收益的同比高增能否延续及指引强弱。市场预测 当前一致预期显示，本季度美光科技营收预计为347.77亿美元，同比增291.97%；调整后每股收益预计为20.05美元，同比增1,152.24%。公司在上一季度业绩沟通中强调订单能见度与高带宽内存供给紧张，但未给出明确的本季度收入或利润率数值指引。 公司现阶段的主营业务亮点在于数据中心相关内存出货与合同化交付推进，上季度“核心数据中心业务”收入56.87亿美元，结合公司整体同比增长196.29%，该板块保持在高增区间。发展前景最具拉动力的现有业务集中在以高带宽内存为核心的产品与数据中心配套解决方案，上季度云存储器相关收入77.49亿美元，占公司营收的32.48%，在整体现金流改善与价格上行背景下，增长韧性突出。上季度回顾 上季度（2026财年第二季度）公司实现营收238.60亿美元，同比增长196.29%；毛利率为74.41%；归属于母公司股东的净利润为137.85亿美元，同比大幅增长770.81%；净利率为57.77%；调整后每股收益为12.20美元，同比增长682.05%。 经营层面，公司披露高带宽内存全年产能基本锁定、客户需求超过供给，带动价格结构与产品组合持续优化。分业务看，云存储器业务收入77.49亿美元、移动与客户端业务收入77.11亿美元、核心数据中心业务收入56.87亿美元、汽车与嵌入式业务收入27.08亿美元，上季度两大面向数据中心的事业群在客户侧项目推进良好，配合整体现金流与库存效率改善，对公司利润率形成显著支撑。本季度展望高带宽内存的交付节奏与价格稳定性 在上一季度，公司确认当年高带宽内存主要产能基本锁定，且客户需求显著超出公司供给能力，叠加关键客户平台迭代对单机内存容量的拉升，出货节奏将成为本季度收入兑现的主要变量。近期多家机构指出，内存价格继续维持上行趋势与合同期延长，对短期利润率的支撑作用更强；若合同价在新平台切换前维持稳定，公司有望在收入增长的同时保持较高的毛利结构。本季度市场一致预期的营收和每股收益同比大幅增长，核心依据仍是数据中心订单释放与高带宽内存的量价贡献，若公司在电话会上对后续季度的供货与认证节奏给出更清晰的路径，上修预期的可能性较高。数据中心相关业务的项目落地与客户结构 上季度公司“核心数据中心业务”和“云存储器业务”收入合计超过134亿美元，显示以数据中心为主的需求仍在加速落地。本季度需要观察的关键点在于：一是主要客户新增集群上线时间表与库存策略是否改变，从而影响当季拉货节奏；二是合同结构下的定价稳定度及与新一代平台对接的资格认证范围扩张情况；三是订单交付优先级对不同事业群间资源配置的影响。若客户侧的资本开支保持连贯，公司有望以更高的利用率和更优的产品组合带动毛利稳定，配合上一季度的高净利率基数，利润弹性将继续体现；若个别项目出现时点性顺延，凭借在手订单与合同结构，跨季度的确认仍具备可见性。费用与资本开支对利润曲线的短期影响 在扩产与技术节点推进的阶段，公司资本开支与研发投入的节奏对费用率与折旧摊销形成阶段性压力，但若平均售价维持上行与组合持续向高价值产品倾斜，利润率仍有望保持在相对高位。本季度投资者应关注三项指标：生产良率爬坡对单位成本的影响、合同价格与交付规模的匹配程度、以及管理层对全年资本开支与现金流的更新口径。若公司维持对高带宽内存与数据中心相关产品的优先配置，同时通过长约保障现金回收，费用端的压力预计将被收入与毛利结构对冲，净利率有望在高区间运行。反之，若阶段性投入快于收入兑现节奏，短期利润弹性或将受限，但对中期产能与技术壁垒的夯实具有正向意义。分析师观点 从今年一月至今的卖方更新看，看多观点占据主导，多家机构上调目标价并强调价格与需求共振对业绩的拉动。Raymond James将目标价上调至1,100.00美元，核心逻辑在于个人计算平台更新与更高内存容量配置对出货的增量拉动；TD Cowen将目标价上调至1,500.00美元，维持“买入”评级，认为在合同化出货与结构性涨价的支撑下，本财年与下财年的盈利预测具备上修可能；Cantor Fitzgerald同样将目标价提升至1,500.00美元，并强调高带宽内存在新一代加速器平台中的价值占比提升，将带来更强的量价弹性；大和证券将目标价上调至1,600.00美元，判断在产品组合升级与客户扩容并行的条件下，中期每股收益将维持高增；RBC Capital Markets在最新观点中指出，当前内存价格仍处于上行周期，二季度DRAM价格同比增幅显著，NAND价格同比增幅亦高，两者的双重正向传导将持续推高盈利表现，且行业供给扩张节奏较慢，使得价格与毛利的改善具备延续性。 总体而言，看多机构强调三点共识：其一，订单能见度高与合同周期延长使收入确认更具确定性；其二，价格上行与产品结构升级同步改善毛利，推动利润率维持在高位；其三，数据中心相关项目的持续落地支撑本季度与后续季度的稳定增长。与少数审慎声音相比，这些机构更关注价格与供给的结构性变化对盈利体质的提升，并认为本季度若指引延续强势，股价反应将更多取决于对下半年产能与交付路径的更新强度。","news_type":1,"symbols_score_info":{"MU":1}},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":567065789686376,"gmtCreate":1779465000526,"gmtModify":1779465145092,"author":{"id":"3496918396089360","authorId":"3496918396089360","name":"武装的刺猬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496918396089360","authorIdStr":"3496918396089360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ALAB\">$Astera Labs, Inc.(ALAB)$&nbsp;</a> 看看到底能走多远。","listText":"<a href=\"https://laohu8.com/S/ALAB\">$Astera Labs, Inc.(ALAB)$&nbsp;</a> 看看到底能走多远。","text":"$Astera Labs, Inc.(ALAB)$ 看看到底能走多远。","images":[{"img":"https://static.tigerbbs.com/e464d4c9fcede0ca23ff0518b2f150ee","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/567065789686376","isVote":1,"tweetType":1,"viewCount":1238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":564686960203488,"gmtCreate":1778897416335,"gmtModify":1778897418554,"author":{"id":"3496918396089360","authorId":"3496918396089360","name":"武装的刺猬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496918396089360","authorIdStr":"3496918396089360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 内存卡4月份涨了60%，9月，12月还要上涨。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 内存卡4月份涨了60%，9月，12月还要上涨。","text":"$美光科技(MU)$ 内存卡4月份涨了60%，9月，12月还要上涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564686960203488","isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563434852095512,"gmtCreate":1778591684411,"gmtModify":1778591687418,"author":{"id":"3496918396089360","authorId":"3496918396089360","name":"武装的刺猬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496918396089360","authorIdStr":"3496918396089360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 涨的太吓人了，落袋为安","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 涨的太吓人了，落袋为安","text":"$闪迪(SNDK)$ 涨的太吓人了，落袋为安","images":[{"img":"https://static.tigerbbs.com/5a80d5dc2a95ef12f8a61bcd2f2adb52","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563434852095512","isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":561712821815072,"gmtCreate":1778168697816,"gmtModify":1778169943626,"author":{"id":"3496918396089360","authorId":"3496918396089360","name":"武装的刺猬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496918396089360","authorIdStr":"3496918396089360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a> gemini越来越笨了，先出掉了，也许还会回来的","listText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a> gemini越来越笨了，先出掉了，也许还会回来的","text":"$谷歌A(GOOGL)$ gemini越来越笨了，先出掉了，也许还会回来的","images":[{"img":"https://static.tigerbbs.com/c4998aa48fb8ffedc834055b18ee14cd","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561712821815072","isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":524557041612152,"gmtCreate":1769092357196,"gmtModify":1769092359386,"author":{"id":"3496918396089360","authorId":"3496918396089360","name":"武装的刺猬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496918396089360","authorIdStr":"3496918396089360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BTGO\">$BitGo Holdings, Inc.(BTGO)$</a> 1235中2股","listText":"<a href=\"https://laohu8.com/S/BTGO\">$BitGo Holdings, Inc.(BTGO)$</a> 1235中2股","text":"$BitGo Holdings, Inc.(BTGO)$ 1235中2股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524557041612152","isVote":1,"tweetType":1,"viewCount":1355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507416631222688,"gmtCreate":1764864831205,"gmtModify":1764864843297,"author":{"id":"3496918396089360","authorId":"3496918396089360","name":"武装的刺猬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496918396089360","authorIdStr":"3496918396089360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SMJF\">$SMJ INTERNATIONAL HOLDINGS INC.(SMJF)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/SMJF\">$SMJ INTERNATIONAL HOLDINGS INC.(SMJF)$</a>&nbsp;","text":"$SMJ INTERNATIONAL HOLDINGS INC.(SMJF)$","images":[{"img":"https://static.tigerbbs.com/17c88520ec10cf2cc8be2c20b37a7323","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507416631222688","isVote":1,"tweetType":1,"viewCount":2904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":494588570739248,"gmtCreate":1761779094986,"gmtModify":1761779107151,"author":{"id":"3496918396089360","authorId":"3496918396089360","name":"武装的刺猬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496918396089360","authorIdStr":"3496918396089360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a> 继续持有","listText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a> 继续持有","text":"$谷歌A(GOOGL)$ 继续持有","images":[{"img":"https://static.tigerbbs.com/c04e4c5a025bf791ba3d719a8145a99a","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494588570739248","isVote":1,"tweetType":1,"viewCount":2602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":479226504594192,"gmtCreate":1758033471817,"gmtModify":1758033483623,"author":{"id":"3496918396089360","authorId":"3496918396089360","name":"武装的刺猬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496918396089360","authorIdStr":"3496918396089360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CHOW\">$ChowChow Cloud International Holdings Limited(CHOW)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/CHOW\">$ChowChow Cloud International Holdings Limited(CHOW)$</a>&nbsp;","text":"$ChowChow Cloud International Holdings Limited(CHOW)$","images":[{"img":"https://static.tigerbbs.com/b0d959c9829217ac0a610fe9eeb4c922","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/479226504594192","isVote":1,"tweetType":1,"viewCount":3290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":477696540274800,"gmtCreate":1757635278167,"gmtModify":1757635289214,"author":{"id":"3496918396089360","authorId":"3496918396089360","name":"武装的刺猬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496918396089360","authorIdStr":"3496918396089360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FIGR\">$Figure Technology Solutions(FIGR)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/FIGR\">$Figure Technology Solutions(FIGR)$</a>&nbsp;","text":"$Figure Technology Solutions(FIGR)$","images":[{"img":"https://static.tigerbbs.com/31a6dd300c3960355e67d535dc4eed39","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477696540274800","isVote":1,"tweetType":1,"viewCount":1995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":477168210378824,"gmtCreate":1757518431019,"gmtModify":1757518625685,"author":{"id":"3496918396089360","authorId":"3496918396089360","name":"武装的刺猬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496918396089360","authorIdStr":"3496918396089360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a> 还不错，持续持有","listText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a> 还不错，持续持有","text":"$谷歌A(GOOGL)$ 还不错，持续持有","images":[{"img":"https://static.tigerbbs.com/2eab901c45fcb831491f038b7b66b52c","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477168210378824","isVote":1,"tweetType":1,"viewCount":1708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":415886801076808,"gmtCreate":1742543176700,"gmtModify":1742546441668,"author":{"id":"3496918396089360","authorId":"3496918396089360","name":"武装的刺猬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496918396089360","authorIdStr":"3496918396089360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02610\">$南山铝业国际(02610)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/02610\">$南山铝业国际(02610)$</a>&nbsp;","text":"$南山铝业国际(02610)$","images":[{"img":"https://static.tigerbbs.com/56b1cb18df8756027fac695a81de09a6","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/415886801076808","isVote":1,"tweetType":1,"viewCount":1808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":363481396121904,"gmtCreate":1729783170056,"gmtModify":1729784632310,"author":{"id":"3496918396089360","authorId":"3496918396089360","name":"武装的刺猬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496918396089360","authorIdStr":"3496918396089360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 美国大选之后，必然打压一波，短期看空，长期看多","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 美国大选之后，必然打压一波，短期看空，长期看多","text":"$拼多多(PDD)$ 美国大选之后，必然打压一波，短期看空，长期看多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/363481396121904","isVote":1,"tweetType":1,"viewCount":4223,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576321177589538","authorId":"3576321177589538","name":"博諺國際控股","avatar":"https://static.tigerbbs.com/83f2570c212c3478418731d5e5f32d87","crmLevel":8,"crmLevelSwitch":1,"idStr":"3576321177589538","authorIdStr":"3576321177589538"},"content":"想多了美国大选之后也没有正式开始参政 你这种逻辑不适合玩股票","text":"想多了美国大选之后也没有正式开始参政 你这种逻辑不适合玩股票","html":"想多了美国大选之后也没有正式开始参政 你这种逻辑不适合玩股票"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":524557041612152,"gmtCreate":1769092357196,"gmtModify":1769092359386,"author":{"id":"3496918396089360","authorId":"3496918396089360","name":"武装的刺猬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496918396089360","idStr":"3496918396089360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BTGO\">$BitGo Holdings, Inc.(BTGO)$</a> 1235中2股","listText":"<a href=\"https://laohu8.com/S/BTGO\">$BitGo Holdings, Inc.(BTGO)$</a> 1235中2股","text":"$BitGo Holdings, Inc.(BTGO)$ 1235中2股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524557041612152","isVote":1,"tweetType":1,"viewCount":1355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":579064876871744,"gmtCreate":1782403346284,"gmtModify":1782403417472,"author":{"id":"3496918396089360","authorId":"3496918396089360","name":"武装的刺猬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496918396089360","idStr":"3496918396089360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DSC\">$DSC Holdings Ltd(DSC)$</a> 这种垃圾公司首日跌这么多，会被起诉吧","listText":"<a href=\"https://laohu8.com/S/DSC\">$DSC Holdings Ltd(DSC)$</a> 这种垃圾公司首日跌这么多，会被起诉吧","text":"$DSC Holdings Ltd(DSC)$ 这种垃圾公司首日跌这么多，会被起诉吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/579064876871744","isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415886801076808,"gmtCreate":1742543176700,"gmtModify":1742546441668,"author":{"id":"3496918396089360","authorId":"3496918396089360","name":"武装的刺猬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496918396089360","idStr":"3496918396089360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02610\">$南山铝业国际(02610)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/02610\">$南山铝业国际(02610)$</a>&nbsp;","text":"$南山铝业国际(02610)$","images":[{"img":"https://static.tigerbbs.com/56b1cb18df8756027fac695a81de09a6","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/415886801076808","isVote":1,"tweetType":1,"viewCount":1808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":479226504594192,"gmtCreate":1758033471817,"gmtModify":1758033483623,"author":{"id":"3496918396089360","authorId":"3496918396089360","name":"武装的刺猬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496918396089360","idStr":"3496918396089360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CHOW\">$ChowChow Cloud International Holdings Limited(CHOW)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/CHOW\">$ChowChow Cloud International Holdings Limited(CHOW)$</a>&nbsp;","text":"$ChowChow Cloud International Holdings Limited(CHOW)$","images":[{"img":"https://static.tigerbbs.com/b0d959c9829217ac0a610fe9eeb4c922","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/479226504594192","isVote":1,"tweetType":1,"viewCount":3290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":363481396121904,"gmtCreate":1729783170056,"gmtModify":1729784632310,"author":{"id":"3496918396089360","authorId":"3496918396089360","name":"武装的刺猬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496918396089360","idStr":"3496918396089360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 美国大选之后，必然打压一波，短期看空，长期看多","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 美国大选之后，必然打压一波，短期看空，长期看多","text":"$拼多多(PDD)$ 美国大选之后，必然打压一波，短期看空，长期看多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/363481396121904","isVote":1,"tweetType":1,"viewCount":4223,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576321177589538","authorId":"3576321177589538","name":"博諺國際控股","avatar":"https://static.tigerbbs.com/83f2570c212c3478418731d5e5f32d87","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3576321177589538","idStr":"3576321177589538"},"content":"想多了美国大选之后也没有正式开始参政 你这种逻辑不适合玩股票","text":"想多了美国大选之后也没有正式开始参政 你这种逻辑不适合玩股票","html":"想多了美国大选之后也没有正式开始参政 你这种逻辑不适合玩股票"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":567065789686376,"gmtCreate":1779465000526,"gmtModify":1779465145092,"author":{"id":"3496918396089360","authorId":"3496918396089360","name":"武装的刺猬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496918396089360","idStr":"3496918396089360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ALAB\">$Astera Labs, Inc.(ALAB)$&nbsp;</a> 看看到底能走多远。","listText":"<a href=\"https://laohu8.com/S/ALAB\">$Astera Labs, Inc.(ALAB)$&nbsp;</a> 看看到底能走多远。","text":"$Astera Labs, Inc.(ALAB)$ 看看到底能走多远。","images":[{"img":"https://static.tigerbbs.com/e464d4c9fcede0ca23ff0518b2f150ee","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/567065789686376","isVote":1,"tweetType":1,"viewCount":1238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":564686960203488,"gmtCreate":1778897416335,"gmtModify":1778897418554,"author":{"id":"3496918396089360","authorId":"3496918396089360","name":"武装的刺猬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496918396089360","idStr":"3496918396089360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 内存卡4月份涨了60%，9月，12月还要上涨。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 内存卡4月份涨了60%，9月，12月还要上涨。","text":"$美光科技(MU)$ 内存卡4月份涨了60%，9月，12月还要上涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564686960203488","isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563434852095512,"gmtCreate":1778591684411,"gmtModify":1778591687418,"author":{"id":"3496918396089360","authorId":"3496918396089360","name":"武装的刺猬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496918396089360","idStr":"3496918396089360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 涨的太吓人了，落袋为安","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 涨的太吓人了，落袋为安","text":"$闪迪(SNDK)$ 涨的太吓人了，落袋为安","images":[{"img":"https://static.tigerbbs.com/5a80d5dc2a95ef12f8a61bcd2f2adb52","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563434852095512","isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":561712821815072,"gmtCreate":1778168697816,"gmtModify":1778169943626,"author":{"id":"3496918396089360","authorId":"3496918396089360","name":"武装的刺猬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496918396089360","idStr":"3496918396089360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a> gemini越来越笨了，先出掉了，也许还会回来的","listText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a> gemini越来越笨了，先出掉了，也许还会回来的","text":"$谷歌A(GOOGL)$ gemini越来越笨了，先出掉了，也许还会回来的","images":[{"img":"https://static.tigerbbs.com/c4998aa48fb8ffedc834055b18ee14cd","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561712821815072","isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":507416631222688,"gmtCreate":1764864831205,"gmtModify":1764864843297,"author":{"id":"3496918396089360","authorId":"3496918396089360","name":"武装的刺猬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496918396089360","idStr":"3496918396089360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SMJF\">$SMJ INTERNATIONAL HOLDINGS INC.(SMJF)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/SMJF\">$SMJ INTERNATIONAL HOLDINGS INC.(SMJF)$</a>&nbsp;","text":"$SMJ INTERNATIONAL HOLDINGS INC.(SMJF)$","images":[{"img":"https://static.tigerbbs.com/17c88520ec10cf2cc8be2c20b37a7323","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507416631222688","isVote":1,"tweetType":1,"viewCount":2904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}