挥霍的艺术的个人主页 - 老虎社区

挥霍的艺术

挥霍的艺术

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挥霍的艺术

06-25

$Figma(FIG)$ 还有得救吗

挥霍的艺术

06-15

$Figma(FIG)$ 大佬又追投了.看来最近又有好消息了

挥霍的艺术

06-11

$Figma(FIG)$ 还有得救吗

挥霍的艺术

05-29

$Figma(FIG)$ 起飞了坐稳

挥霍的艺术

05-29

$Figma(FIG)$ 终于雄起了一把

挥霍的艺术

05-27

$Figma(FIG)$ 能不能醒醒.振作起来

挥霍的艺术

05-21

$Figma(FIG)$ 一夜回到解放前

挥霍的艺术

05-19

这篇文章不错，转发给大家看看

异动解读 | Figma盘中大涨5.19%，Q1业绩超预期及上调指引提振股价

挥霍的艺术

05-18

$Figma(FIG)$ 多家机构连忙下调目标价.他们也想加仓了😂但是离目标价还差好远

挥霍的艺术

05-18

这只股居然有两倍做多.🐮

ETF日报｜2倍做多Figma ETF涨近26%；二倍做空黄金矿业指数ETF涨近14%；反向与避险走强

挥霍的艺术

05-16

功能原来这么强大.还以为只能协作设计

@新财富资讯:figma，两次财报超预期，ai软件值得关注

挥霍的艺术

05-15

$Figma(FIG)$ 这次一定要拿稳.不到40不卖

挥霍的艺术

05-15

$Mobix Labs Inc.(MOBX)$ 大利好.冲

挥霍的艺术

05-15

$Figma(FIG)$ 低价买入时刻.用的人越来越多了

挥霍的艺术

05-04

$Figma(FIG)$ 终于要反弹了

挥霍的艺术

04-23

$地平线机器人-W(09660)$ 看了发布会.太强了.涨慢点让我上车

挥霍的艺术

04-21

$地平线机器人-W(09660)$ 期待明天的技术新品发布会

挥霍的艺术

04-17

回购这么多看来是对接下来的技术成果很有信心

@Conan的投资笔记:连续回购，对地平线和其所在行业的一些研究

挥霍的艺术

04-02

$南方两倍做多海力士(07709)$ 可以上车了

挥霍的艺术

03-27

$南方两倍做多海力士(07709)$ 可以加仓了.快上车

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一夜回到解放前","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/566627546858240","isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4199543189920392","authorId":"4199543189920392","name":"Sacred Rabbit","avatar":"https://static.tigerbbs.com/6e6e891e0a63d4e7abc00fbdcb296003","crmLevel":8,"crmLevelSwitch":1,"idStr":"4199543189920392","authorIdStr":"4199543189920392"},"content":"‌[捂脸] ‌我也是 赚百分之37没走 现在 还有百分之18","text":"‌[捂脸] ‌我也是 赚百分之37没走 现在 还有百分之18","html":"‌[捂脸] ‌我也是 赚百分之37没走 现在 还有百分之18"},{"author":{"id":"3499853842843943","authorId":"3499853842843943","name":"挥霍的艺术","avatar":"https://static.tigerbbs.com/d1650b86d527d0cf3afc5145e83feaf2","crmLevel":5,"crmLevelSwitch":0,"idStr":"3499853842843943","authorIdStr":"3499853842843943"},"content":"相信他的成长性.长期持有","text":"相信他的成长性.长期持有","html":"相信他的成长性.长期持有"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565918024358072,"gmtCreate":1779197974001,"gmtModify":1779197976054,"author":{"id":"3499853842843943","authorId":"3499853842843943","name":"挥霍的艺术","avatar":"https://static.tigerbbs.com/d1650b86d527d0cf3afc5145e83feaf2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499853842843943","authorIdStr":"3499853842843943"},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565918024358072","repostId":"1128337694","repostType":2,"repost":{"id":"1128337694","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":1779114252,"share":"https://www.laohu8.com/m/news/1128337694?lang=zh_CN&edition=full","pubTime":"2026-05-18 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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 | Figma盘中大涨5.19%，Q1业绩超预期及上调指引提振股价\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2026-05-18 22:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Figma(FIG)今日盘中大涨5.19%，引起市场关注。</p><p>消息面上，公司此前公布的第一季度财报表现强劲，营收同比增长46%至3.334亿美元，调整后每股收益0.10美元，均大幅超出市场预期。同时，付费客户同比增长54%至约69万，AI功能商业化进展显著。公司同步上调全年营收指引，较此前上调5500万美元。</p><p>尽管有分析师下调其目标价，但该目标价仍远高于当前股价，市场对公司AI变现能力及增长加速的认可情绪仍在延续，支撑了股价的强势表现。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FIG":"Simplify Macro Strategy ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128337694","content_text":"Figma(FIG)今日盘中大涨5.19%，引起市场关注。消息面上，公司此前公布的第一季度财报表现强劲，营收同比增长46%至3.334亿美元，调整后每股收益0.10美元，均大幅超出市场预期。同时，付费客户同比增长54%至约69万，AI功能商业化进展显著。公司同步上调全年营收指引，较此前上调5500万美元。尽管有分析师下调其目标价，但该目标价仍远高于当前股价，市场对公司AI变现能力及增长加速的认可情绪仍在延续，支撑了股价的强势表现。","news_type":1,"symbols_score_info":{"FIG":1}},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565579522552800,"gmtCreate":1779115254742,"gmtModify":1779115256981,"author":{"id":"3499853842843943","authorId":"3499853842843943","name":"挥霍的艺术","avatar":"https://static.tigerbbs.com/d1650b86d527d0cf3afc5145e83feaf2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499853842843943","authorIdStr":"3499853842843943"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FIG\">$Figma(FIG)$</a> 多家机构连忙下调目标价.他们也想加仓了😂但是离目标价还差好远","listText":"<a href=\"https://laohu8.com/S/FIG\">$Figma(FIG)$</a> 多家机构连忙下调目标价.他们也想加仓了😂但是离目标价还差好远","text":"$Figma(FIG)$ 多家机构连忙下调目标价.他们也想加仓了😂但是离目标价还差好远","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565579522552800","isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565393921509016,"gmtCreate":1779070008824,"gmtModify":1779070011117,"author":{"id":"3499853842843943","authorId":"3499853842843943","name":"挥霍的艺术","avatar":"https://static.tigerbbs.com/d1650b86d527d0cf3afc5145e83feaf2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499853842843943","authorIdStr":"3499853842843943"},"themes":[],"title":"","htmlText":"这只股居然有两倍做多.🐮","listText":"这只股居然有两倍做多.🐮","text":"这只股居然有两倍做多.🐮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565393921509016","repostId":"1132727581","repostType":2,"repost":{"id":"1132727581","kind":"news","weMediaInfo":{"introduction":"聚焦ETF市场动向与重要新闻","home_visible":1,"media_name":"ETF追踪","id":"1049160818","head_image":"https://community-static.tradeup.com/news/763c65f60d6528ca40d55d35e5404057"},"pubTimestamp":1778882534,"share":"https://www.laohu8.com/m/news/1132727581?lang=zh_CN&edition=full","pubTime":"2026-05-16 06:02","market":"us","language":"zh","title":"ETF日报｜2倍做多Figma ETF涨近26%；二倍做空黄金矿业指数ETF涨近14%；反向与避险走强","url":"https://stock-news.laohu8.com/highlight/detail?id=1132727581","media":"ETF追踪","summary":"美股ETF涨幅Top52倍做多Figma ETF-Leverage Shares上涨25.74%。该产品两倍做多设计软件公司Figma，因标的公司股价上行，杠杆机制放大当日涨幅。该产品三倍做空黄金矿业公司指数，因黄金矿业板块走低，反向杠杆带来显著上涨。该产品两倍做空罗素2000指数，小盘股弱势带动其上扬。大宗商品ETF涨幅Top 5Proshares二倍做空白银ETF上涨17.36%。二倍做空黄金矿业指数ETF-Direxion上涨13.92%。2倍做空黄金ETF-ProShares上涨4.72%。该产品做空黄金价格，受金价下跌推动而上涨。债券ETF涨幅Top 5VanEck IG Floating Rate ETF上涨0.12%。","content":"<html><head></head><body><p></p><p><strong>市场概览</strong></p><p></p><p>美股整体回落，道琼斯指数下跌1.07%，纳斯达克指数下跌1.54%，标普500指数下跌1.24%。风险偏好走低下，反向与避险类产品相对占优。</p><p>ETF层面，做空黄金矿业与白银的杠杆品种领涨，科技与小盘股方向的多头承压，油气相关产品相对坚挺，利率敏感的债券品种整体平稳。</p><p><strong>美股ETF涨幅Top5</strong></p><p></p><p><a href=\"https://laohu8.com/S/FIGG\">2倍做多Figma ETF-Leverage Shares</a>（FIGG）上涨25.74%。该产品两倍做多设计软件公司Figma，因标的公司股价上行，杠杆机制放大当日涨幅。</p><p><a href=\"https://laohu8.com/S/GDXD\">MicroSectors Gold Miners -3x Inverse Leveraged ETN</a>（GDXD）上涨21.61%。该产品三倍做空黄金矿业公司指数，因黄金矿业板块走低，反向杠杆带来显著上涨。</p><p><a href=\"https://laohu8.com/S/BMNZ\">Defiance Daily Target 2X Short BMNR ETF</a>（BMNZ）上涨19.44%。该产品两倍做空以太坊财务公司Bitmine Immersion Technologies，因标的公司股价走弱，反向杠杆放大涨幅。</p><p><a href=\"https://laohu8.com/S/IONZ\">2倍做空IONQ ETF-Defiance</a>（IONZ）上涨18.88%。该产品两倍做空量子计算公司IonQ，因标的公司股价下跌，反向杠杆推动产品上行。</p><p><a href=\"https://laohu8.com/S/IREZ\">Tradr 2X Short IREN Daily ETF</a>（IREZ）上涨18.82%。该产品两倍做空比特币挖矿和AI基础设施公司IREN，因标的公司股价走低，反向杠杆使收益扩大。</p><p><strong>美股ETF跌幅Top5</strong></p><p><a href=\"https://laohu8.com/S/POEL\">Defiance Daily Target 2X Long POET ETF</a>（POEL）下跌44.36%。该产品两倍做多科技公司<a href=\"https://laohu8.com/S/POET\">POET Technologies Inc</a>.，因标的公司股价大幅回落，杠杆效应导致跌幅放大。</p><p><a href=\"https://laohu8.com/S/QUBX\">2倍做多QUBT ETF-Tradr</a>（QUBX）下跌21.22%。该产品两倍做多量子计算公司<a href=\"https://laohu8.com/S/QUBT\">Quantum Computing Inc.</a>，因标的公司股价走弱，杠杆机制加剧当日回撤。</p><p><a href=\"https://laohu8.com/S/GDXU\">MicroSectors Gold Miners 3x Leveraged ETN</a>（GDXU）下跌21.13%。该产品三倍做多黄金矿业公司指数，因黄金矿业板块整体回落，杠杆产品显著走低。</p><p><a href=\"https://laohu8.com/S/XNDX\">TRADR 2X LONG XNDU DAILY ETF</a>（XNDX）下跌20.36%。该产品两倍做多纳斯达克100指数，因指数下跌，杠杆产品承压回落。</p><p><a href=\"https://laohu8.com/S/IONX\">2倍做多IONQ ETF-Defiance</a>（IONX）下跌19.18%。该产品两倍做多量子计算公司IonQ，因标的公司股价走低，杠杆效应扩大了跌幅。</p><p><strong>大盘指数ETF涨幅Top 5</strong></p><p><a href=\"https://laohu8.com/S/YANG\">三倍做空富时中国ETF-Direxion</a>（YANG）上涨8.35%。该产品做空富时中国市场相关指数，因中国市场走弱，反向杠杆产品显著走强。</p><p><a href=\"https://laohu8.com/S/TZA\">罗素2000指数三倍做空ETF</a>（TZA）上涨7.13%。该产品三倍做空罗素2000指数，因小盘股下挫，产品录得可观涨幅。</p><p><a href=\"https://laohu8.com/S/FXP\">二倍做空富时中国50ETF-ProShares</a>（FXP）上涨5.73%。该产品做空<a href=\"https://laohu8.com/S/XX25.UK\">富时中国50</a>指数，因成分股走低，产品随之上行。</p><p><a href=\"https://laohu8.com/S/TWM\">罗素2000指数两倍做空ETF</a>（TWM）上涨4.83%。该产品两倍做空罗素2000指数，小盘股弱势带动其上扬。</p><p><a href=\"https://laohu8.com/S/SQQQ\">纳指三倍做空ETF</a>（SQQQ）上涨4.65%。该产品三倍做空纳斯达克100指数，因指数下跌，反向杠杆产品走强。</p><p><strong>大宗商品ETF涨幅Top 5</strong></p><p><a href=\"https://laohu8.com/S/ZSL\">Proshares二倍做空白银ETF</a>（ZSL）上涨17.36%。该产品做空白银价格，因白银价格走低，产品录得显著涨幅。</p><p><a href=\"https://laohu8.com/S/DUST\">二倍做空黄金矿业指数ETF-Direxion</a>（DUST）上涨13.92%。该产品做空黄金矿业公司指数，因黄金矿业板块回落，产品走强。</p><p><a href=\"https://laohu8.com/S/DZZ\">德银黄金两倍做空ETN</a>（DZZ）上涨4.77%。该产品两倍做空黄金价格，因金价走弱，产品上行。</p><p><a href=\"https://laohu8.com/S/GLL\">2倍做空黄金ETF-ProShares</a>（GLL）上涨4.72%。该产品做空黄金价格，受金价下跌推动而上涨。</p><p><a href=\"https://laohu8.com/S/DGZ\">做空黄金ETN(德银)</a>（DGZ）上涨3.02%。该产品做空黄金价格，因金价回落而受益。</p><p><strong>行业指数ETF涨幅Top 5</strong></p><p><a href=\"https://laohu8.com/S/SOXS\">三倍做空半导体ETF-Direxion Daily</a>（SOXS）上涨11.61%。该产品做空半导体板块，因半导体板块走弱，反向产品显著走高。</p><p><a href=\"https://laohu8.com/S/SMN\">两倍做空基础材料ETF-ProShares</a>（SMN）上涨5.09%。该产品做空基础材料板块，因相关板块承压而上行。</p><p><a href=\"https://laohu8.com/S/DRV\">三倍做空房地产ETF-Direxion</a>（DRV）上涨4.99%。该产品做空房地产板块，因房地产板块回调，杠杆效应推升涨幅。</p><p><a href=\"https://laohu8.com/S/ERX\">二倍做多能源ETF-Direxion</a>（ERX）上涨4.31%。该产品做多能源板块，因能源股走强而收涨。</p><p><a href=\"https://laohu8.com/S/SRS\">两倍做空房地产ETF-ProShares</a>（SRS）上涨3.34%。该产品做空房地产板块，因板块走弱而受益。</p><p><strong>债券ETF涨幅Top 5</strong></p><p><a href=\"https://laohu8.com/S/FLTR\">VanEck IG Floating Rate ETF</a>（FLTR）上涨0.12%。该产品跟踪投资级浮动利率债券，底层价格稳定推动小幅收高。</p><p><a href=\"https://laohu8.com/S/SHV\">美国短期国债ETF-iShares</a>（SHV）上涨0.04%。该产品跟踪短久期美国国债，价格温和抬升带动产品小涨。</p><p><a href=\"https://laohu8.com/S/FLRN\">SPDR Bloomberg Investment Grade Floating Rate ETF</a>（FLRN）上涨0.03%。该产品跟踪投资级浮动利率公司债，利率敏感度较低下温和上行。</p><p><a href=\"https://laohu8.com/S/BIL\">债券指数ETF-SPDR Barclays美国1-3月国债</a>（BIL）上涨0.02%。该产品跟踪1-3个月美国国债，价格稳中略升。</p><p><a href=\"https://laohu8.com/S/USFR\">WisdomTree Floating Rate Treasury Fund</a>（USFR）上涨0.02%。该产品跟踪浮动利率美国国债，受底层债券价格影响小幅走强。</p><p><strong>总结</strong></p><p>当日美股偏弱，风险偏好回落。结构上，反向股指与黄金矿业、白银相关看空产品领涨，科技与小盘多头承压，能源链条相对坚挺；债券端整体波动有限，短久期与浮息品种小幅走稳。</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>ETF日报｜2倍做多Figma ETF涨近26%；二倍做空黄金矿业指数ETF涨近14%；反向与避险走强</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\">\nETF日报｜2倍做多Figma ETF涨近26%；二倍做空黄金矿业指数ETF涨近14%；反向与避险走强\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1049160818\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/763c65f60d6528ca40d55d35e5404057);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">ETF追踪 </p>\n<p class=\"h-time\">2026-05-16 06:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p></p><p><strong>市场概览</strong></p><p></p><p>美股整体回落，道琼斯指数下跌1.07%，纳斯达克指数下跌1.54%，标普500指数下跌1.24%。风险偏好走低下，反向与避险类产品相对占优。</p><p>ETF层面，做空黄金矿业与白银的杠杆品种领涨，科技与小盘股方向的多头承压，油气相关产品相对坚挺，利率敏感的债券品种整体平稳。</p><p><strong>美股ETF涨幅Top5</strong></p><p></p><p><a href=\"https://laohu8.com/S/FIGG\">2倍做多Figma ETF-Leverage Shares</a>（FIGG）上涨25.74%。该产品两倍做多设计软件公司Figma，因标的公司股价上行，杠杆机制放大当日涨幅。</p><p><a href=\"https://laohu8.com/S/GDXD\">MicroSectors Gold Miners -3x Inverse Leveraged ETN</a>（GDXD）上涨21.61%。该产品三倍做空黄金矿业公司指数，因黄金矿业板块走低，反向杠杆带来显著上涨。</p><p><a href=\"https://laohu8.com/S/BMNZ\">Defiance Daily Target 2X Short BMNR ETF</a>（BMNZ）上涨19.44%。该产品两倍做空以太坊财务公司Bitmine Immersion Technologies，因标的公司股价走弱，反向杠杆放大涨幅。</p><p><a href=\"https://laohu8.com/S/IONZ\">2倍做空IONQ ETF-Defiance</a>（IONZ）上涨18.88%。该产品两倍做空量子计算公司IonQ，因标的公司股价下跌，反向杠杆推动产品上行。</p><p><a href=\"https://laohu8.com/S/IREZ\">Tradr 2X Short IREN Daily ETF</a>（IREZ）上涨18.82%。该产品两倍做空比特币挖矿和AI基础设施公司IREN，因标的公司股价走低，反向杠杆使收益扩大。</p><p><strong>美股ETF跌幅Top5</strong></p><p><a href=\"https://laohu8.com/S/POEL\">Defiance Daily Target 2X Long POET ETF</a>（POEL）下跌44.36%。该产品两倍做多科技公司<a href=\"https://laohu8.com/S/POET\">POET Technologies Inc</a>.，因标的公司股价大幅回落，杠杆效应导致跌幅放大。</p><p><a href=\"https://laohu8.com/S/QUBX\">2倍做多QUBT ETF-Tradr</a>（QUBX）下跌21.22%。该产品两倍做多量子计算公司<a href=\"https://laohu8.com/S/QUBT\">Quantum Computing Inc.</a>，因标的公司股价走弱，杠杆机制加剧当日回撤。</p><p><a href=\"https://laohu8.com/S/GDXU\">MicroSectors Gold Miners 3x Leveraged ETN</a>（GDXU）下跌21.13%。该产品三倍做多黄金矿业公司指数，因黄金矿业板块整体回落，杠杆产品显著走低。</p><p><a href=\"https://laohu8.com/S/XNDX\">TRADR 2X LONG XNDU DAILY ETF</a>（XNDX）下跌20.36%。该产品两倍做多纳斯达克100指数，因指数下跌，杠杆产品承压回落。</p><p><a href=\"https://laohu8.com/S/IONX\">2倍做多IONQ ETF-Defiance</a>（IONX）下跌19.18%。该产品两倍做多量子计算公司IonQ，因标的公司股价走低，杠杆效应扩大了跌幅。</p><p><strong>大盘指数ETF涨幅Top 5</strong></p><p><a href=\"https://laohu8.com/S/YANG\">三倍做空富时中国ETF-Direxion</a>（YANG）上涨8.35%。该产品做空富时中国市场相关指数，因中国市场走弱，反向杠杆产品显著走强。</p><p><a href=\"https://laohu8.com/S/TZA\">罗素2000指数三倍做空ETF</a>（TZA）上涨7.13%。该产品三倍做空罗素2000指数，因小盘股下挫，产品录得可观涨幅。</p><p><a href=\"https://laohu8.com/S/FXP\">二倍做空富时中国50ETF-ProShares</a>（FXP）上涨5.73%。该产品做空<a href=\"https://laohu8.com/S/XX25.UK\">富时中国50</a>指数，因成分股走低，产品随之上行。</p><p><a href=\"https://laohu8.com/S/TWM\">罗素2000指数两倍做空ETF</a>（TWM）上涨4.83%。该产品两倍做空罗素2000指数，小盘股弱势带动其上扬。</p><p><a href=\"https://laohu8.com/S/SQQQ\">纳指三倍做空ETF</a>（SQQQ）上涨4.65%。该产品三倍做空纳斯达克100指数，因指数下跌，反向杠杆产品走强。</p><p><strong>大宗商品ETF涨幅Top 5</strong></p><p><a href=\"https://laohu8.com/S/ZSL\">Proshares二倍做空白银ETF</a>（ZSL）上涨17.36%。该产品做空白银价格，因白银价格走低，产品录得显著涨幅。</p><p><a href=\"https://laohu8.com/S/DUST\">二倍做空黄金矿业指数ETF-Direxion</a>（DUST）上涨13.92%。该产品做空黄金矿业公司指数，因黄金矿业板块回落，产品走强。</p><p><a href=\"https://laohu8.com/S/DZZ\">德银黄金两倍做空ETN</a>（DZZ）上涨4.77%。该产品两倍做空黄金价格，因金价走弱，产品上行。</p><p><a href=\"https://laohu8.com/S/GLL\">2倍做空黄金ETF-ProShares</a>（GLL）上涨4.72%。该产品做空黄金价格，受金价下跌推动而上涨。</p><p><a href=\"https://laohu8.com/S/DGZ\">做空黄金ETN(德银)</a>（DGZ）上涨3.02%。该产品做空黄金价格，因金价回落而受益。</p><p><strong>行业指数ETF涨幅Top 5</strong></p><p><a href=\"https://laohu8.com/S/SOXS\">三倍做空半导体ETF-Direxion Daily</a>（SOXS）上涨11.61%。该产品做空半导体板块，因半导体板块走弱，反向产品显著走高。</p><p><a href=\"https://laohu8.com/S/SMN\">两倍做空基础材料ETF-ProShares</a>（SMN）上涨5.09%。该产品做空基础材料板块，因相关板块承压而上行。</p><p><a href=\"https://laohu8.com/S/DRV\">三倍做空房地产ETF-Direxion</a>（DRV）上涨4.99%。该产品做空房地产板块，因房地产板块回调，杠杆效应推升涨幅。</p><p><a href=\"https://laohu8.com/S/ERX\">二倍做多能源ETF-Direxion</a>（ERX）上涨4.31%。该产品做多能源板块，因能源股走强而收涨。</p><p><a href=\"https://laohu8.com/S/SRS\">两倍做空房地产ETF-ProShares</a>（SRS）上涨3.34%。该产品做空房地产板块，因板块走弱而受益。</p><p><strong>债券ETF涨幅Top 5</strong></p><p><a href=\"https://laohu8.com/S/FLTR\">VanEck IG Floating Rate ETF</a>（FLTR）上涨0.12%。该产品跟踪投资级浮动利率债券，底层价格稳定推动小幅收高。</p><p><a href=\"https://laohu8.com/S/SHV\">美国短期国债ETF-iShares</a>（SHV）上涨0.04%。该产品跟踪短久期美国国债，价格温和抬升带动产品小涨。</p><p><a href=\"https://laohu8.com/S/FLRN\">SPDR Bloomberg Investment Grade Floating Rate ETF</a>（FLRN）上涨0.03%。该产品跟踪投资级浮动利率公司债，利率敏感度较低下温和上行。</p><p><a href=\"https://laohu8.com/S/BIL\">债券指数ETF-SPDR Barclays美国1-3月国债</a>（BIL）上涨0.02%。该产品跟踪1-3个月美国国债，价格稳中略升。</p><p><a href=\"https://laohu8.com/S/USFR\">WisdomTree Floating Rate Treasury Fund</a>（USFR）上涨0.02%。该产品跟踪浮动利率美国国债，受底层债券价格影响小幅走强。</p><p><strong>总结</strong></p><p>当日美股偏弱，风险偏好回落。结构上，反向股指与黄金矿业、白银相关看空产品领涨，科技与小盘多头承压，能源链条相对坚挺；债券端整体波动有限，短久期与浮息品种小幅走稳。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8fd5271ba4885dabd7633b23dfb3304b","relate_stocks":{"159831":"黄金","159934":"黄金ETF","518880":"黄金ETF华安","FDN":"First Trust Dow Jones Internet I","BK4588":"碎股","BAR":"GraniteShares Gold Shares","RING":"iShares MSCI Global Gold Miners ETF","IAUM":"ISHARES GOLD TRUST MICRO","GLL":"2倍做空黄金ETF-ProShares","PICK":"iShares MSCI Global Metals & Mining Producers ETF","GDXD":"MicroSectors Gold Miners -3x Inverse Leveraged ETN","DUST":"二倍做空黄金矿业指数ETF-Direxion","UGL":"2倍做多黄金ETF-ProShares","GLD":"黄金ETF-SPDR","GDXJ":"小型黄金矿业ETF(Market Vectors)","GBUG":"Sprott Active Gold & Silver Miners ETF","PALL":"abrdn Physical Palladium Shares ETF","BTGD":"STKD Bitcoin & Gold ETF","OUNZ":"VanEck Merk黄金股票基金","SGOL":"Abrdn Gold ETF Trust","JNUG":"金矿指数二倍做多ETF","DZZ":"德银黄金两倍做空ETN","GDXU":"MicroSectors Gold Miners 3x Leveraged ETN","BGLD":"FT Vest Gold Strategy Quarterly Buffer ETF","IGLD":"FT Vest Gold Strategy Target Income ETF®","DBC":"商品指数ETF-PowerShares DB","JDST":"金矿指数二倍做空ETF","DULL":"MICROSECTORS GOLD -3X INVERSE LEVERAGED ETN","GLDM":"SPDR Gold MiniShares Trust","GDXY":"YieldMax Gold Miners Option Income Strategy ETF","BK4504":"桥水持仓","GOLY":"Strategy Shares Gold Enhanced Yield ETF","CEF":"Sprott Physical Gold & Silver Trust","DGZ":"做空黄金ETN(德银)","BK4535":"淡马锡持仓","GLTR":"abrdn Physical Precious Metals Basket Shares ETF","FIG":"Simplify Macro Strategy ETF","FIGG":"2倍做多Figma ETF-Leverage Shares","GLDY":"Defiance Gold Enhanced Options Income ETF","SHNY":"MICROSECTORS GOLD 3X LEVERAGED ETN","BK4550":"红杉资本持仓","BK4585":"ETF&股票定投概念","AAAU":"Goldman Sachs Physical Gold ETF","IAU":"黄金信托ETF-iShares","USG":"USCF Gold Strategy Plus Income Fund","NUGT":"二倍做多黄金矿业指数ETF-Direxion","BK4023":"应用软件","SGDM":"Sprott Gold Miners ETF","KGLD":"Kurv Gold Enhanced Income ETF","XME":"金属与采矿指数ETF-SPDR","YGLD":"Simplify Gold Strategy PLUS Income ETF","UYM":"基础材料指数ETF-ProShares两倍做多","DGP":"二倍做多黄金ETN(PowerShares)","BK4207":"综合性银行","BEGS":"RAREVIEW 2X BULL CRYPTOCURRENCY & PRECIOUS METALS ETF","FGDL":"FRANKLIN RESPONSIBLY SOURCED GOLD ETF","GOAU":"U.S. Global GO GOLD and Precious Metal Miners ETF","PHYS":"Sprott Physical Gold Trust","IAUI":"NEOS Gold High Income 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Inc.，因标的公司股价走弱，杠杆机制加剧当日回撤。MicroSectors Gold Miners 3x Leveraged ETN（GDXU）下跌21.13%。该产品三倍做多黄金矿业公司指数，因黄金矿业板块整体回落，杠杆产品显著走低。TRADR 2X LONG XNDU DAILY ETF（XNDX）下跌20.36%。该产品两倍做多纳斯达克100指数，因指数下跌，杠杆产品承压回落。2倍做多IONQ ETF-Defiance（IONX）下跌19.18%。该产品两倍做多量子计算公司IonQ，因标的公司股价走低，杠杆效应扩大了跌幅。大盘指数ETF涨幅Top 5三倍做空富时中国ETF-Direxion（YANG）上涨8.35%。该产品做空富时中国市场相关指数，因中国市场走弱，反向杠杆产品显著走强。罗素2000指数三倍做空ETF（TZA）上涨7.13%。该产品三倍做空罗素2000指数，因小盘股下挫，产品录得可观涨幅。二倍做空富时中国50ETF-ProShares（FXP）上涨5.73%。该产品做空富时中国50指数，因成分股走低，产品随之上行。罗素2000指数两倍做空ETF（TWM）上涨4.83%。该产品两倍做空罗素2000指数，小盘股弱势带动其上扬。纳指三倍做空ETF（SQQQ）上涨4.65%。该产品三倍做空纳斯达克100指数，因指数下跌，反向杠杆产品走强。大宗商品ETF涨幅Top 5Proshares二倍做空白银ETF（ZSL）上涨17.36%。该产品做空白银价格，因白银价格走低，产品录得显著涨幅。二倍做空黄金矿业指数ETF-Direxion（DUST）上涨13.92%。该产品做空黄金矿业公司指数，因黄金矿业板块回落，产品走强。德银黄金两倍做空ETN（DZZ）上涨4.77%。该产品两倍做空黄金价格，因金价走弱，产品上行。2倍做空黄金ETF-ProShares（GLL）上涨4.72%。该产品做空黄金价格，受金价下跌推动而上涨。做空黄金ETN(德银)（DGZ）上涨3.02%。该产品做空黄金价格，因金价回落而受益。行业指数ETF涨幅Top 5三倍做空半导体ETF-Direxion Daily（SOXS）上涨11.61%。该产品做空半导体板块，因半导体板块走弱，反向产品显著走高。两倍做空基础材料ETF-ProShares（SMN）上涨5.09%。该产品做空基础材料板块，因相关板块承压而上行。三倍做空房地产ETF-Direxion（DRV）上涨4.99%。该产品做空房地产板块，因房地产板块回调，杠杆效应推升涨幅。二倍做多能源ETF-Direxion（ERX）上涨4.31%。该产品做多能源板块，因能源股走强而收涨。两倍做空房地产ETF-ProShares（SRS）上涨3.34%。该产品做空房地产板块，因板块走弱而受益。债券ETF涨幅Top 5VanEck IG Floating Rate ETF（FLTR）上涨0.12%。该产品跟踪投资级浮动利率债券，底层价格稳定推动小幅收高。美国短期国债ETF-iShares（SHV）上涨0.04%。该产品跟踪短久期美国国债，价格温和抬升带动产品小涨。SPDR Bloomberg Investment Grade Floating Rate ETF（FLRN）上涨0.03%。该产品跟踪投资级浮动利率公司债，利率敏感度较低下温和上行。债券指数ETF-SPDR Barclays美国1-3月国债（BIL）上涨0.02%。该产品跟踪1-3个月美国国债，价格稳中略升。WisdomTree Floating Rate Treasury Fund（USFR）上涨0.02%。该产品跟踪浮动利率美国国债，受底层债券价格影响小幅走强。总结当日美股偏弱，风险偏好回落。结构上，反向股指与黄金矿业、白银相关看空产品领涨，科技与小盘多头承压，能源链条相对坚挺；债券端整体波动有限，短久期与浮息品种小幅走稳。","news_type":1,"symbols_score_info":{"159831":1.5,"159934":0.6,"518880":0.6,"BEGS":1.5,"GLL":1.5,"GLDM":1.5,"SGOL":1.5,"GCmain":1.5,"JNUG":1.5,"FIG":1.5,"GOAU":1.5,"GOLY":1.5,"AAAU":1.5,"RING":1.5,"1OZmain":1.5,"YGLD":0.6,"IAU":1.5,"IGLD":0.6,"BTGD":1.5,"USG":1.5,"DZZ":1.5,"GDXY":1.5,"QOmain":1.5,"MGCmain":1.5,"UYM":1.5,"DUST":1.5,"GDX":1.5,"GLTR":1.5,"OUNZ":1.5,"JDST":1.5,"CEF":1.5,"FDN":1.5,"SGCmain":0.6,"IAUM":1.5,"PHYS":1.5,"DGZ":0.6,"UGL":1.5,"DGP":1.5,"DULL":1.5,"GLD":0.6,"NUGT":0.6,"PICK":1.5,"SGDM":1.5,"FGDL":1.5,"BAR":1.5,"FIGG":0.6,"DBC":1.5,"GDXU":1.5,"GDXJ":1.5,"SHNY":1.5,"XME":1.5,"BGLD":0.6,"GDXD":1.5,"IAUI":1.5,"KGLD":0.6,"GBUG":1.5,"GLDY":0.6,"PALL":1.5,"SGUmain":0.6}},"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564546793804608,"gmtCreate":1778863121169,"gmtModify":1778863123725,"author":{"id":"3499853842843943","authorId":"3499853842843943","name":"挥霍的艺术","avatar":"https://static.tigerbbs.com/d1650b86d527d0cf3afc5145e83feaf2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499853842843943","authorIdStr":"3499853842843943"},"themes":[],"title":"","htmlText":"功能原来这么强大.还以为只能协作设计","listText":"功能原来这么强大.还以为只能协作设计","text":"功能原来这么强大.还以为只能协作设计","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564546793804608","repostId":"564411816941752","repostType":1,"repost":{"id":564411816941752,"gmtCreate":1778830247581,"gmtModify":1778831562184,"author":{"id":"4218081059847062","authorId":"4218081059847062","name":"新财富资讯","avatar":"https://static.tigerbbs.com/503648c6c3264bc296cb3194c98655ca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4218081059847062","authorIdStr":"4218081059847062"},"themes":[],"title":"figma，两次财报超预期，ai软件值得关注","htmlText":"<a href=\"https://laohu8.com/S/FIG\">$Figma(FIG)$</a> 谁能想到，Figma这波直接杀疯了！ 2026年5月14日，Figma（股票代码：FIG）正式发布2026财年第一季度财报，这已经是它连续第二个季度交出超预期答卷——继2025财年第四季度惊艳市场后，Q1再次打破分析师预期，股价一度‌上涨超 15%，给低迷的AI软件板块注入一剂强心针。 对于关注AI软件赛道的投资者来说，这两次财报不是简单的“业绩好看”，更像是一个明确信号：Figma已经从单纯的设计工具，成长为AI驱动的核心协作平台，其股票的长期价值，正在被市场持续重估。 先直接上干货，两次财报的核心亮点，一眼看懂Figma的底气到底在哪。 连续两季超预期：营收、利润、现金流全在线 先说说刚发布的2026财年Q1（截至3月31日），这份财报堪称“全面超标”，没有任何短板。 最核心的营收数据，直接碾压市场预期。Q1营收达到3.334亿美元，同比猛增46%，要知道此前Figma给出的指引区间是3.15亿至3.17亿美元，不仅稳稳超出上限，增速还比上一季度的40%再提速6个百分点，这在增速普遍放缓的AI软件领域，简直是独一份的存在。 利润端更是惊喜。Q1非GAAP净利润达到5650万美元，非GAAP每股收益0.10美元，而分析师原本预期的每股收益仅为0.06美元，相当于超预期近70%；非GAAP运营利润率达到16%，盈利能力持续兑现，彻底摆脱了“高增长但不盈利”的标签。 现金流也同样亮眼。Q1经营活动净现金流9730万美元，现金流利润率29%；自由现金流8860万美元，利润率27%，充足的现金流的为后续AI研发和市场扩张提供了坚实支撑。 再回头看2025财年第四季度（截至12月31日），正是这份财报打响了Figma的“翻身仗”。当时Q4营收3.038亿美元，同比增长40%，同样","listText":"<a href=\"https://laohu8.com/S/FIG\">$Figma(FIG)$</a> 谁能想到，Figma这波直接杀疯了！ 2026年5月14日，Figma（股票代码：FIG）正式发布2026财年第一季度财报，这已经是它连续第二个季度交出超预期答卷——继2025财年第四季度惊艳市场后，Q1再次打破分析师预期，股价一度‌上涨超 15%，给低迷的AI软件板块注入一剂强心针。 对于关注AI软件赛道的投资者来说，这两次财报不是简单的“业绩好看”，更像是一个明确信号：Figma已经从单纯的设计工具，成长为AI驱动的核心协作平台，其股票的长期价值，正在被市场持续重估。 先直接上干货，两次财报的核心亮点，一眼看懂Figma的底气到底在哪。 连续两季超预期：营收、利润、现金流全在线 先说说刚发布的2026财年Q1（截至3月31日），这份财报堪称“全面超标”，没有任何短板。 最核心的营收数据，直接碾压市场预期。Q1营收达到3.334亿美元，同比猛增46%，要知道此前Figma给出的指引区间是3.15亿至3.17亿美元，不仅稳稳超出上限，增速还比上一季度的40%再提速6个百分点，这在增速普遍放缓的AI软件领域，简直是独一份的存在。 利润端更是惊喜。Q1非GAAP净利润达到5650万美元，非GAAP每股收益0.10美元，而分析师原本预期的每股收益仅为0.06美元，相当于超预期近70%；非GAAP运营利润率达到16%，盈利能力持续兑现，彻底摆脱了“高增长但不盈利”的标签。 现金流也同样亮眼。Q1经营活动净现金流9730万美元，现金流利润率29%；自由现金流8860万美元，利润率27%，充足的现金流的为后续AI研发和市场扩张提供了坚实支撑。 再回头看2025财年第四季度（截至12月31日），正是这份财报打响了Figma的“翻身仗”。当时Q4营收3.038亿美元，同比增长40%，同样","text":"$Figma(FIG)$ 谁能想到，Figma这波直接杀疯了！ 2026年5月14日，Figma（股票代码：FIG）正式发布2026财年第一季度财报，这已经是它连续第二个季度交出超预期答卷——继2025财年第四季度惊艳市场后，Q1再次打破分析师预期，股价一度‌上涨超 15%，给低迷的AI软件板块注入一剂强心针。 对于关注AI软件赛道的投资者来说，这两次财报不是简单的“业绩好看”，更像是一个明确信号：Figma已经从单纯的设计工具，成长为AI驱动的核心协作平台，其股票的长期价值，正在被市场持续重估。 先直接上干货，两次财报的核心亮点，一眼看懂Figma的底气到底在哪。 连续两季超预期：营收、利润、现金流全在线 先说说刚发布的2026财年Q1（截至3月31日），这份财报堪称“全面超标”，没有任何短板。 最核心的营收数据，直接碾压市场预期。Q1营收达到3.334亿美元，同比猛增46%，要知道此前Figma给出的指引区间是3.15亿至3.17亿美元，不仅稳稳超出上限，增速还比上一季度的40%再提速6个百分点，这在增速普遍放缓的AI软件领域，简直是独一份的存在。 利润端更是惊喜。Q1非GAAP净利润达到5650万美元，非GAAP每股收益0.10美元，而分析师原本预期的每股收益仅为0.06美元，相当于超预期近70%；非GAAP运营利润率达到16%，盈利能力持续兑现，彻底摆脱了“高增长但不盈利”的标签。 现金流也同样亮眼。Q1经营活动净现金流9730万美元，现金流利润率29%；自由现金流8860万美元，利润率27%，充足的现金流的为后续AI研发和市场扩张提供了坚实支撑。 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期待明天的技术新品发布会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555835572524944","isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554412886788360,"gmtCreate":1776389350804,"gmtModify":1776389353214,"author":{"id":"3499853842843943","authorId":"3499853842843943","name":"挥霍的艺术","avatar":"https://static.tigerbbs.com/d1650b86d527d0cf3afc5145e83feaf2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499853842843943","authorIdStr":"3499853842843943"},"themes":[],"title":"","htmlText":"回购这么多看来是对接下来的技术成果很有信心","listText":"回购这么多看来是对接下来的技术成果很有信心","text":"回购这么多看来是对接下来的技术成果很有信心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554412886788360","repostId":"554208716855360","repostType":1,"repost":{"id":554208716855360,"gmtCreate":1776339502036,"gmtModify":1776339517543,"author":{"id":"3561727223536322","authorId":"3561727223536322","name":"Conan的投资笔记","avatar":"https://static.tigerbbs.com/fd1abd569d8ddeee88645c640e1dc6af","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561727223536322","authorIdStr":"3561727223536322"},"themes":[],"title":"连续回购，对地平线和其所在行业的一些研究","htmlText":"地平线最近一直回购，已经连续5个交易日回购，回购1,329万，回购金额超过9,300万港元，到目前已经累计总回购的股票占总股本0.9%，在市值千亿级别及以上的大体量港股上市公司中，这一回购力度已属较高水平。地平线比较频繁的回购，可以说是公司对自己发展前景非常好看的一种体现。而地平线和其所在行业其实很少被投资者熟知，但其实很多投资者可能在每天的日常生活中正在用这家公司产品，也就是智能驾驶芯片行业，而且未来很可能会比例和频率都越来越高。 一、市场规模和占有率是地平线发展的核心 2025年公司收入为37.6亿元，同比增长58%。经调整经营亏损为23.7亿元，去年为14.95亿元，公司仍处于投入和迅速占领市场的阶段。 对于智能驾驶芯片这个行业来说，规模是决定性因素——只有保持领先的市场规模，才能持续支撑高强度的研发投入。2025年公司研发投入为51.5亿元，同比增长63.3%。 在基础辅助驾驶解决方案（ADAS）市场，公司以47.7%的市场份额位居自主品牌车企供应商榜首。在20万元以内主流车型中，公司中高阶智能驾驶方案市占率为44.2%，排名第一。 二、核心产品与业务 公司核心产品车载级征程系列芯片出货量较2024年增长39%，其中支持高阶智能辅助驾驶功能的处理硬件出货量占比达45%。ASP（平均售价）也有较大提升，公司预计未来收入增速将大于出货增速，因为单价在持续提升。 超过95%的出货来自量产定点车型，主要通过博世、大陆、采埃孚、电装等200余家生态合作伙伴供货给车企，形成了一定的供应链壁垒。2025年收入中35.5亿元来自汽车解决方案，汽车行业的发展对公司至关重要。中国汽车行业目前在全球处于强势发展地位，出海空间广阔，这对公司来说是重要优势，但短期内收入仍将以中国市场为主。 过去智能驾驶主要配备在高端车型上，但随着技术不断成熟，智能驾驶市场持续下沉，带来装载量的巨大提升。特别","listText":"地平线最近一直回购，已经连续5个交易日回购，回购1,329万，回购金额超过9,300万港元，到目前已经累计总回购的股票占总股本0.9%，在市值千亿级别及以上的大体量港股上市公司中，这一回购力度已属较高水平。地平线比较频繁的回购，可以说是公司对自己发展前景非常好看的一种体现。而地平线和其所在行业其实很少被投资者熟知，但其实很多投资者可能在每天的日常生活中正在用这家公司产品，也就是智能驾驶芯片行业，而且未来很可能会比例和频率都越来越高。 一、市场规模和占有率是地平线发展的核心 2025年公司收入为37.6亿元，同比增长58%。经调整经营亏损为23.7亿元，去年为14.95亿元，公司仍处于投入和迅速占领市场的阶段。 对于智能驾驶芯片这个行业来说，规模是决定性因素——只有保持领先的市场规模，才能持续支撑高强度的研发投入。2025年公司研发投入为51.5亿元，同比增长63.3%。 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