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AMTUTTINIU

AMTUTTINIU

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01-30

[比心]

2025-12-29

[666]

@小虎周报:年度盘点｜2025十大港股，你买到了几只？

2025-10-22

[开心]

2025-10-03

如何去发现......

@等也是一种策略如何等在哪里等:90年代，人们嘲笑互联网。在它统治世界之前，他们错过了$AMZN 5 美元。 $AAPL低于 1 美元。 $MSFT 如今，它就是人工智能。就像那时一样，它不是一家公司……而是在我们面前构建的整个生态系统： ⚡ $MSFT 、 $AMZN 、 $GOOG ——铺设基础设施 🧠 $PLTR 、 $SNOW 、 $MDB ——将数据转化为情报 🔒 $PANW 、 $ZS 、 $CYBR ——保护网络安全 🤖 $TSLA , $OKLO – 可以移动、思考并取代人类劳动的机器 💻 $NVDA , $AMD , $TSM – 为一切提供动力的硅互联网创造了数万亿美元的帝国。人工智能将创造下一个。唯一的问题是：这次你能发现它们吗？

2025-10-03

[安慰]

@小虎老师:📈9月GOOG、ORCL、MU、AVGO、LRCX齐创新高，AI链核心股上涨加速？

2025-09-26

[安慰]

2025-09-19

[财迷]

@小虎老师:💰43家百亿市值美股创新高：谷歌、摩根大通、艾伯维原因及看点分析

2025-09-16

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2024-10-01

中国政策组合拳引爆全球市场

查看详情：中国政策组合拳引爆全球市场中国政策组合拳引爆全球市场：中概股与港股投资热潮来袭此帖仅开放于中国大陆用户

中国政策组合拳引爆全球市场

2022-11-18

[开心]

去老虎APP查看更多动态

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2025 年即将收官。截至 2025年12月23日，恒生指数全年上涨 30.6%，恒生科技指数上涨 26.2%，国企指数上涨 25.8%，整体跑赢了多数全球主流市场。回望这一年，港股的关键词并非“普涨”，而是修复与分化并行：一方面，风险偏好与流动性边际改善推动指数回升；另一方面，行情在行业与个股层面呈现明显的“强者恒强”，资金更愿意为AI、硬科技、出海与高质量增长买单。在这样的背景下，我们总结了老虎社区最受虎友关注的十大港股，为2025年的市场做个总结：Top1： <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 涨 13.68%2025 年的小米更像是一家“正在完成第二曲线定价”的公司。市场对它的关注点，已从“能否造车”逐步转向“汽车业务的规模化能力与经营改善”，并同步评估其手机与 IoT 业务在产品结构、毛利率与渠道效率上的持续修复。如果说 2024 年小米的看点是“新故事开篇”，那么 2025 年更重要的是“新业务进入可验证阶段”。在汽车、AI 与生态协同逐渐清晰的框架下，小米的估值锚正在重塑。Top2： <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 涨45.87%腾讯依旧是港股最具“核心资产属性”的标的之一。2025 年，回购力度与稳健现金流为估值提供了强支撑；同时，游戏、广告与内容生态维持较强韧性，使其在波动环境中呈现出更高的确定性。业务层面也进入“高毛利结构 + AI 兑现”的阶段：视频号广告从“有流量”走向“更会赚钱”，AI 持续提升创意与投放效率；游戏端海外增长更稳，AI 工具开始在降本提效与内容供给上落地；企业服务端 AI 云商业化路径更清晰、可复制。在“指数修复 + 结构分化”的行","listText":"时光荏苒，白驹过隙。充满不确定性与结构性机会的 2025 年即将收官。截至 2025年12月23日，恒生指数全年上涨 30.6%，恒生科技指数上涨 26.2%，国企指数上涨 25.8%，整体跑赢了多数全球主流市场。回望这一年，港股的关键词并非“普涨”，而是修复与分化并行：一方面，风险偏好与流动性边际改善推动指数回升；另一方面，行情在行业与个股层面呈现明显的“强者恒强”，资金更愿意为AI、硬科技、出海与高质量增长买单。在这样的背景下，我们总结了老虎社区最受虎友关注的十大港股，为2025年的市场做个总结：Top1： <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 涨 13.68%2025 年的小米更像是一家“正在完成第二曲线定价”的公司。市场对它的关注点，已从“能否造车”逐步转向“汽车业务的规模化能力与经营改善”，并同步评估其手机与 IoT 业务在产品结构、毛利率与渠道效率上的持续修复。如果说 2024 年小米的看点是“新故事开篇”，那么 2025 年更重要的是“新业务进入可验证阶段”。在汽车、AI 与生态协同逐渐清晰的框架下，小米的估值锚正在重塑。Top2： <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 涨45.87%腾讯依旧是港股最具“核心资产属性”的标的之一。2025 年，回购力度与稳健现金流为估值提供了强支撑；同时，游戏、广告与内容生态维持较强韧性，使其在波动环境中呈现出更高的确定性。业务层面也进入“高毛利结构 + AI 兑现”的阶段：视频号广告从“有流量”走向“更会赚钱”，AI 持续提升创意与投放效率；游戏端海外增长更稳，AI 工具开始在降本提效与内容供给上落地；企业服务端 AI 云商业化路径更清晰、可复制。在“指数修复 + 结构分化”的行","text":"时光荏苒，白驹过隙。充满不确定性与结构性机会的 2025 年即将收官。截至 2025年12月23日，恒生指数全年上涨 30.6%，恒生科技指数上涨 26.2%，国企指数上涨 25.8%，整体跑赢了多数全球主流市场。回望这一年，港股的关键词并非“普涨”，而是修复与分化并行：一方面，风险偏好与流动性边际改善推动指数回升；另一方面，行情在行业与个股层面呈现明显的“强者恒强”，资金更愿意为AI、硬科技、出海与高质量增长买单。在这样的背景下，我们总结了老虎社区最受虎友关注的十大港股，为2025年的市场做个总结：Top1： $小米集团-W(01810)$ 涨 13.68%2025 年的小米更像是一家“正在完成第二曲线定价”的公司。市场对它的关注点，已从“能否造车”逐步转向“汽车业务的规模化能力与经营改善”，并同步评估其手机与 IoT 业务在产品结构、毛利率与渠道效率上的持续修复。如果说 2024 年小米的看点是“新故事开篇”，那么 2025 年更重要的是“新业务进入可验证阶段”。在汽车、AI 与生态协同逐渐清晰的框架下，小米的估值锚正在重塑。Top2： $腾讯控股(00700)$ 涨45.87%腾讯依旧是港股最具“核心资产属性”的标的之一。2025 年，回购力度与稳健现金流为估值提供了强支撑；同时，游戏、广告与内容生态维持较强韧性，使其在波动环境中呈现出更高的确定性。业务层面也进入“高毛利结构 + AI 兑现”的阶段：视频号广告从“有流量”走向“更会赚钱”，AI 持续提升创意与投放效率；游戏端海外增长更稳，AI 工具开始在降本提效与内容供给上落地；企业服务端 AI 云商业化路径更清晰、可复制。在“指数修复 + 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如何等在哪里等","avatar":"https://static.tigerbbs.com/120755ba038fdcb70c2bb1d2816ad8f1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4192713077052572","idStr":"4192713077052572"},"themes":[],"htmlText":"90年代，人们嘲笑互联网。 在它统治世界之前，他们错过了$AMZN 5 美元。 $AAPL低于 1 美元。 $MSFT 如今，它就是人工智能。 就像那时一样，它不是一家公司……而是在我们面前构建的整个生态系统： ⚡ $MSFT 、 $AMZN 、 $GOOG ——铺设基础设施 🧠 $PLTR 、 $SNOW 、 $MDB ——将数据转化为情报 🔒 $PANW 、 $ZS 、 $CYBR ——保护网络安全 🤖 $TSLA , $OKLO – 可以移动、思考并取代人类劳动的机器 💻 $NVDA , $AMD , $TSM – 为一切提供动力的硅 互联网创造了数万亿美元的帝国。 人工智能将创造下一个。 唯一的问题是：这次你能发现它们吗？","listText":"90年代，人们嘲笑互联网。 在它统治世界之前，他们错过了$AMZN 5 美元。 $AAPL低于 1 美元。 $MSFT 如今，它就是人工智能。 就像那时一样，它不是一家公司……而是在我们面前构建的整个生态系统： ⚡ $MSFT 、 $AMZN 、 $GOOG ——铺设基础设施 🧠 $PLTR 、 $SNOW 、 $MDB ——将数据转化为情报 🔒 $PANW 、 $ZS 、 $CYBR ——保护网络安全 🤖 $TSLA , $OKLO – 可以移动、思考并取代人类劳动的机器 💻 $NVDA , $AMD , $TSM – 为一切提供动力的硅 互联网创造了数万亿美元的帝国。 人工智能将创造下一个。 唯一的问题是：这次你能发现它们吗？","text":"90年代，人们嘲笑互联网。 在它统治世界之前，他们错过了$AMZN 5 美元。 $AAPL低于 1 美元。 $MSFT 如今，它就是人工智能。 就像那时一样，它不是一家公司……而是在我们面前构建的整个生态系统： ⚡ $MSFT 、 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Discovery(WBD)$</a> 领先，涨幅达到67%。其中，有10家公司持续创出历史新高 <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> , <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> , <a href=\"https://laohu8.com/S/PSKY\">$Paramount Skydance Corp(PSKY)$</a> , <a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> ,<a href=\"https://laohu8.com/S/STX\">$希捷科技(STX)$</a> ,<a href=\"https://laohu8.com/S/LRCX\">$拉姆研究(LRCX)$</a> , <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> , <a href=\"https://laohu8.com/S/GLW\">$康宁(GLW)$</a> , <a href=\"https://laohu8.com/S/KLAC\">$科磊(KLAC)$</a> <a href=\"https://laohu8.com/S/VST\">$Vistra Energy Corp.(VST</a>","text":"小虎们好，还记得专家们都说9月行情要回调？但市场似乎预期了市场的预期，就不给回调机会了？大盘持续新高，众多AI产业链上的个股突破前高，加速上涨。截止9月15日， $标普500(.SPX)$ 9月涨幅最好的18家公司中， $Warner Bros. Discovery(WBD)$ 领先，涨幅达到67%。其中，有10家公司持续创出历史新高 $甲骨文(ORCL)$ , $美光科技(MU)$ , $Paramount Skydance Corp(PSKY)$ , $博通(AVGO)$ ,$希捷科技(STX)$ ,$拉姆研究(LRCX)$ , $谷歌(GOOG)$ , $康宁(GLW)$ , $科磊(KLAC)$ $Vistra Energy 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<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>上涨0.27%， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>上涨0.48%， <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>上涨0.94%，三大股指均创下历史新高，市场表现强劲。根据TradingView数据，市值超过100亿美元的公司中有43家创出新高。美联储降息影响：9月18日，美联储宣布降息25个基点，将利率区间下调至4.0%–4.25%。尽管主席鲍威尔将其称为“风险管理”，市场仍将其视为宽松周期的开始。此举有望降低企业融资成本，提振成长股和整体股市。经济韧性：美国初请失业金人数降至23.1万，低于预期，并创下近四年来最大单周降幅，显示劳动力市场依然稳健，缓解了对经济快速恶化的担忧。政治压力：特朗普总统正推动罢免美联储理事丽莎·库克，相关请求已提交至最高法院。这一举动引发了市场对美联储独立性及货币政策政治化的担忧。根据TradingView的数据，周四有43只市值超过100亿美元的股票价格创下历史新高。以下是按市值排名的、分析师给出“买入”评级的前10只股票： <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> <a href=\"https://laohu8.com/S/ABBV\">$艾伯维公司(ABBV)$</a> <a href=\"https://laohu8.com/S/GE\">$GE航空航天(GE)$</a>","listText":"截至周四美股收盘， <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>上涨0.27%， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>上涨0.48%， <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>上涨0.94%，三大股指均创下历史新高，市场表现强劲。根据TradingView数据，市值超过100亿美元的公司中有43家创出新高。美联储降息影响：9月18日，美联储宣布降息25个基点，将利率区间下调至4.0%–4.25%。尽管主席鲍威尔将其称为“风险管理”，市场仍将其视为宽松周期的开始。此举有望降低企业融资成本，提振成长股和整体股市。经济韧性：美国初请失业金人数降至23.1万，低于预期，并创下近四年来最大单周降幅，显示劳动力市场依然稳健，缓解了对经济快速恶化的担忧。政治压力：特朗普总统正推动罢免美联储理事丽莎·库克，相关请求已提交至最高法院。这一举动引发了市场对美联储独立性及货币政策政治化的担忧。根据TradingView的数据，周四有43只市值超过100亿美元的股票价格创下历史新高。以下是按市值排名的、分析师给出“买入”评级的前10只股票： <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> <a href=\"https://laohu8.com/S/ABBV\">$艾伯维公司(ABBV)$</a> <a href=\"https://laohu8.com/S/GE\">$GE航空航天(GE)$</a>","text":"截至周四美股收盘， $道琼斯(.DJI)$上涨0.27%， $标普500(.SPX)$上涨0.48%， $纳斯达克(.IXIC)$上涨0.94%，三大股指均创下历史新高，市场表现强劲。根据TradingView数据，市值超过100亿美元的公司中有43家创出新高。美联储降息影响：9月18日，美联储宣布降息25个基点，将利率区间下调至4.0%–4.25%。尽管主席鲍威尔将其称为“风险管理”，市场仍将其视为宽松周期的开始。此举有望降低企业融资成本，提振成长股和整体股市。经济韧性：美国初请失业金人数降至23.1万，低于预期，并创下近四年来最大单周降幅，显示劳动力市场依然稳健，缓解了对经济快速恶化的担忧。政治压力：特朗普总统正推动罢免美联储理事丽莎·库克，相关请求已提交至最高法院。这一举动引发了市场对美联储独立性及货币政策政治化的担忧。根据TradingView的数据，周四有43只市值超过100亿美元的股票价格创下历史新高。以下是按市值排名的、分析师给出“买入”评级的前10只股票： $谷歌(GOOG)$ $摩根大通(JPM)$ $艾伯维公司(ABBV)$ $GE航空航天(GE)$","images":[{"img":"https://static.tigerbbs.com/ce60132a3e06dba53f2950949d919290","width":"1500","height":"1700"},{"img":"https://community-static.tradeup.com/news/eb00d900ac2e80390632a7235ca20ed0","width":"1080","height":"1274"},{"img":"https://community-static.tradeup.com/news/ff69fc8e15ea3bb841ab4235451a9e0c","width":"1080","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480320277254296","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":479074290455232,"gmtCreate":1757979639961,"gmtModify":1757987441378,"author":{"id":"3500615203676849","authorId":"3500615203676849","name":"AMTUTTINIU","avatar":"https://static.tigerbbs.com/3c733dd707ff67185c52ff7f382fc94a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3500615203676849","idStr":"3500615203676849"},"themes":[],"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/479074290455232","repostId":"2567477781","repostType":4,"isVote":1,"tweetType":1,"viewCount":1110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355343021519104,"gmtCreate":1727763209964,"gmtModify":1727765563241,"author":{"id":"3500615203676849","authorId":"3500615203676849","name":"AMTUTTINIU","avatar":"https://static.tigerbbs.com/3c733dd707ff67185c52ff7f382fc94a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3500615203676849","idStr":"3500615203676849"},"themes":[],"title":"中国政策组合拳引爆全球市场","htmlText":"查看详情： <a href=\"https://www.itigerup.com/marketing/chinaconcept?actionID=fd7b61e4ea3ffc57c0fcfad8037e08fd&amp;skin=2&amp;os=iOS&amp;account_id=7542410&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=dcaffdb0123f4524351f0fbf8c63dd7f&amp;invite=FAYBT&amp;lang=zh_CN\">中国政策组合拳引爆全球市场</a> 中国政策组合拳引爆全球市场：中概股与港股投资热潮来袭 此帖仅开放于中国大陆用户","listText":"查看详情： <a href=\"https://www.itigerup.com/marketing/chinaconcept?actionID=fd7b61e4ea3ffc57c0fcfad8037e08fd&amp;skin=2&amp;os=iOS&amp;account_id=7542410&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=dcaffdb0123f4524351f0fbf8c63dd7f&amp;invite=FAYBT&amp;lang=zh_CN\">中国政策组合拳引爆全球市场</a> 中国政策组合拳引爆全球市场：中概股与港股投资热潮来袭 此帖仅开放于中国大陆用户","text":"查看详情： 中国政策组合拳引爆全球市场 中国政策组合拳引爆全球市场：中概股与港股投资热潮来袭 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2025 年即将收官。截至 2025年12月23日，恒生指数全年上涨 30.6%，恒生科技指数上涨 26.2%，国企指数上涨 25.8%，整体跑赢了多数全球主流市场。回望这一年，港股的关键词并非“普涨”，而是修复与分化并行：一方面，风险偏好与流动性边际改善推动指数回升；另一方面，行情在行业与个股层面呈现明显的“强者恒强”，资金更愿意为AI、硬科技、出海与高质量增长买单。在这样的背景下，我们总结了老虎社区最受虎友关注的十大港股，为2025年的市场做个总结：Top1： <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 涨 13.68%2025 年的小米更像是一家“正在完成第二曲线定价”的公司。市场对它的关注点，已从“能否造车”逐步转向“汽车业务的规模化能力与经营改善”，并同步评估其手机与 IoT 业务在产品结构、毛利率与渠道效率上的持续修复。如果说 2024 年小米的看点是“新故事开篇”，那么 2025 年更重要的是“新业务进入可验证阶段”。在汽车、AI 与生态协同逐渐清晰的框架下，小米的估值锚正在重塑。Top2： <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 涨45.87%腾讯依旧是港股最具“核心资产属性”的标的之一。2025 年，回购力度与稳健现金流为估值提供了强支撑；同时，游戏、广告与内容生态维持较强韧性，使其在波动环境中呈现出更高的确定性。业务层面也进入“高毛利结构 + AI 兑现”的阶段：视频号广告从“有流量”走向“更会赚钱”，AI 持续提升创意与投放效率；游戏端海外增长更稳，AI 工具开始在降本提效与内容供给上落地；企业服务端 AI 云商业化路径更清晰、可复制。在“指数修复 + 结构分化”的行","listText":"时光荏苒，白驹过隙。充满不确定性与结构性机会的 2025 年即将收官。截至 2025年12月23日，恒生指数全年上涨 30.6%，恒生科技指数上涨 26.2%，国企指数上涨 25.8%，整体跑赢了多数全球主流市场。回望这一年，港股的关键词并非“普涨”，而是修复与分化并行：一方面，风险偏好与流动性边际改善推动指数回升；另一方面，行情在行业与个股层面呈现明显的“强者恒强”，资金更愿意为AI、硬科技、出海与高质量增长买单。在这样的背景下，我们总结了老虎社区最受虎友关注的十大港股，为2025年的市场做个总结：Top1： <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 涨 13.68%2025 年的小米更像是一家“正在完成第二曲线定价”的公司。市场对它的关注点，已从“能否造车”逐步转向“汽车业务的规模化能力与经营改善”，并同步评估其手机与 IoT 业务在产品结构、毛利率与渠道效率上的持续修复。如果说 2024 年小米的看点是“新故事开篇”，那么 2025 年更重要的是“新业务进入可验证阶段”。在汽车、AI 与生态协同逐渐清晰的框架下，小米的估值锚正在重塑。Top2： <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 涨45.87%腾讯依旧是港股最具“核心资产属性”的标的之一。2025 年，回购力度与稳健现金流为估值提供了强支撑；同时，游戏、广告与内容生态维持较强韧性，使其在波动环境中呈现出更高的确定性。业务层面也进入“高毛利结构 + AI 兑现”的阶段：视频号广告从“有流量”走向“更会赚钱”，AI 持续提升创意与投放效率；游戏端海外增长更稳，AI 工具开始在降本提效与内容供给上落地；企业服务端 AI 云商业化路径更清晰、可复制。在“指数修复 + 结构分化”的行","text":"时光荏苒，白驹过隙。充满不确定性与结构性机会的 2025 年即将收官。截至 2025年12月23日，恒生指数全年上涨 30.6%，恒生科技指数上涨 26.2%，国企指数上涨 25.8%，整体跑赢了多数全球主流市场。回望这一年，港股的关键词并非“普涨”，而是修复与分化并行：一方面，风险偏好与流动性边际改善推动指数回升；另一方面，行情在行业与个股层面呈现明显的“强者恒强”，资金更愿意为AI、硬科技、出海与高质量增长买单。在这样的背景下，我们总结了老虎社区最受虎友关注的十大港股，为2025年的市场做个总结：Top1： $小米集团-W(01810)$ 涨 13.68%2025 年的小米更像是一家“正在完成第二曲线定价”的公司。市场对它的关注点，已从“能否造车”逐步转向“汽车业务的规模化能力与经营改善”，并同步评估其手机与 IoT 业务在产品结构、毛利率与渠道效率上的持续修复。如果说 2024 年小米的看点是“新故事开篇”，那么 2025 年更重要的是“新业务进入可验证阶段”。在汽车、AI 与生态协同逐渐清晰的框架下，小米的估值锚正在重塑。Top2： $腾讯控股(00700)$ 涨45.87%腾讯依旧是港股最具“核心资产属性”的标的之一。2025 年，回购力度与稳健现金流为估值提供了强支撑；同时，游戏、广告与内容生态维持较强韧性，使其在波动环境中呈现出更高的确定性。业务层面也进入“高毛利结构 + AI 兑现”的阶段：视频号广告从“有流量”走向“更会赚钱”，AI 持续提升创意与投放效率；游戏端海外增长更稳，AI 工具开始在降本提效与内容供给上落地；企业服务端 AI 云商业化路径更清晰、可复制。在“指数修复 + 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如何等在哪里等","avatar":"https://static.tigerbbs.com/120755ba038fdcb70c2bb1d2816ad8f1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4192713077052572","authorIdStr":"4192713077052572"},"themes":[],"htmlText":"90年代，人们嘲笑互联网。 在它统治世界之前，他们错过了$AMZN 5 美元。 $AAPL低于 1 美元。 $MSFT 如今，它就是人工智能。 就像那时一样，它不是一家公司……而是在我们面前构建的整个生态系统： ⚡ $MSFT 、 $AMZN 、 $GOOG ——铺设基础设施 🧠 $PLTR 、 $SNOW 、 $MDB ——将数据转化为情报 🔒 $PANW 、 $ZS 、 $CYBR ——保护网络安全 🤖 $TSLA , $OKLO – 可以移动、思考并取代人类劳动的机器 💻 $NVDA , $AMD , $TSM – 为一切提供动力的硅 互联网创造了数万亿美元的帝国。 人工智能将创造下一个。 唯一的问题是：这次你能发现它们吗？","listText":"90年代，人们嘲笑互联网。 在它统治世界之前，他们错过了$AMZN 5 美元。 $AAPL低于 1 美元。 $MSFT 如今，它就是人工智能。 就像那时一样，它不是一家公司……而是在我们面前构建的整个生态系统： ⚡ $MSFT 、 $AMZN 、 $GOOG ——铺设基础设施 🧠 $PLTR 、 $SNOW 、 $MDB ——将数据转化为情报 🔒 $PANW 、 $ZS 、 $CYBR ——保护网络安全 🤖 $TSLA , $OKLO – 可以移动、思考并取代人类劳动的机器 💻 $NVDA , $AMD , $TSM – 为一切提供动力的硅 互联网创造了数万亿美元的帝国。 人工智能将创造下一个。 唯一的问题是：这次你能发现它们吗？","text":"90年代，人们嘲笑互联网。 在它统治世界之前，他们错过了$AMZN 5 美元。 $AAPL低于 1 美元。 $MSFT 如今，它就是人工智能。 就像那时一样，它不是一家公司……而是在我们面前构建的整个生态系统： ⚡ $MSFT 、 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Discovery(WBD)$</a> 领先，涨幅达到67%。其中，有10家公司持续创出历史新高 <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> , <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> , <a href=\"https://laohu8.com/S/PSKY\">$Paramount Skydance Corp(PSKY)$</a> , <a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> ,<a href=\"https://laohu8.com/S/STX\">$希捷科技(STX)$</a> ,<a href=\"https://laohu8.com/S/LRCX\">$拉姆研究(LRCX)$</a> , <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> , <a href=\"https://laohu8.com/S/GLW\">$康宁(GLW)$</a> , <a href=\"https://laohu8.com/S/KLAC\">$科磊(KLAC)$</a> <a href=\"https://laohu8.com/S/VST\">$Vistra Energy Corp.(VST</a>","text":"小虎们好，还记得专家们都说9月行情要回调？但市场似乎预期了市场的预期，就不给回调机会了？大盘持续新高，众多AI产业链上的个股突破前高，加速上涨。截止9月15日， $标普500(.SPX)$ 9月涨幅最好的18家公司中， $Warner Bros. Discovery(WBD)$ 领先，涨幅达到67%。其中，有10家公司持续创出历史新高 $甲骨文(ORCL)$ , $美光科技(MU)$ , $Paramount Skydance Corp(PSKY)$ , $博通(AVGO)$ ,$希捷科技(STX)$ ,$拉姆研究(LRCX)$ , $谷歌(GOOG)$ , $康宁(GLW)$ , $科磊(KLAC)$ $Vistra Energy 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<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>上涨0.27%， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>上涨0.48%， <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>上涨0.94%，三大股指均创下历史新高，市场表现强劲。根据TradingView数据，市值超过100亿美元的公司中有43家创出新高。美联储降息影响：9月18日，美联储宣布降息25个基点，将利率区间下调至4.0%–4.25%。尽管主席鲍威尔将其称为“风险管理”，市场仍将其视为宽松周期的开始。此举有望降低企业融资成本，提振成长股和整体股市。经济韧性：美国初请失业金人数降至23.1万，低于预期，并创下近四年来最大单周降幅，显示劳动力市场依然稳健，缓解了对经济快速恶化的担忧。政治压力：特朗普总统正推动罢免美联储理事丽莎·库克，相关请求已提交至最高法院。这一举动引发了市场对美联储独立性及货币政策政治化的担忧。根据TradingView的数据，周四有43只市值超过100亿美元的股票价格创下历史新高。以下是按市值排名的、分析师给出“买入”评级的前10只股票： <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> <a href=\"https://laohu8.com/S/ABBV\">$艾伯维公司(ABBV)$</a> <a href=\"https://laohu8.com/S/GE\">$GE航空航天(GE)$</a>","listText":"截至周四美股收盘， <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>上涨0.27%， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>上涨0.48%， <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>上涨0.94%，三大股指均创下历史新高，市场表现强劲。根据TradingView数据，市值超过100亿美元的公司中有43家创出新高。美联储降息影响：9月18日，美联储宣布降息25个基点，将利率区间下调至4.0%–4.25%。尽管主席鲍威尔将其称为“风险管理”，市场仍将其视为宽松周期的开始。此举有望降低企业融资成本，提振成长股和整体股市。经济韧性：美国初请失业金人数降至23.1万，低于预期，并创下近四年来最大单周降幅，显示劳动力市场依然稳健，缓解了对经济快速恶化的担忧。政治压力：特朗普总统正推动罢免美联储理事丽莎·库克，相关请求已提交至最高法院。这一举动引发了市场对美联储独立性及货币政策政治化的担忧。根据TradingView的数据，周四有43只市值超过100亿美元的股票价格创下历史新高。以下是按市值排名的、分析师给出“买入”评级的前10只股票： <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> <a href=\"https://laohu8.com/S/ABBV\">$艾伯维公司(ABBV)$</a> <a href=\"https://laohu8.com/S/GE\">$GE航空航天(GE)$</a>","text":"截至周四美股收盘， $道琼斯(.DJI)$上涨0.27%， $标普500(.SPX)$上涨0.48%， $纳斯达克(.IXIC)$上涨0.94%，三大股指均创下历史新高，市场表现强劲。根据TradingView数据，市值超过100亿美元的公司中有43家创出新高。美联储降息影响：9月18日，美联储宣布降息25个基点，将利率区间下调至4.0%–4.25%。尽管主席鲍威尔将其称为“风险管理”，市场仍将其视为宽松周期的开始。此举有望降低企业融资成本，提振成长股和整体股市。经济韧性：美国初请失业金人数降至23.1万，低于预期，并创下近四年来最大单周降幅，显示劳动力市场依然稳健，缓解了对经济快速恶化的担忧。政治压力：特朗普总统正推动罢免美联储理事丽莎·库克，相关请求已提交至最高法院。这一举动引发了市场对美联储独立性及货币政策政治化的担忧。根据TradingView的数据，周四有43只市值超过100亿美元的股票价格创下历史新高。以下是按市值排名的、分析师给出“买入”评级的前10只股票： $谷歌(GOOG)$ $摩根大通(JPM)$ $艾伯维公司(ABBV)$ $GE航空航天(GE)$","images":[{"img":"https://static.tigerbbs.com/ce60132a3e06dba53f2950949d919290","width":"1500","height":"1700"},{"img":"https://community-static.tradeup.com/news/eb00d900ac2e80390632a7235ca20ed0","width":"1080","height":"1274"},{"img":"https://community-static.tradeup.com/news/ff69fc8e15ea3bb841ab4235451a9e0c","width":"1080","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480320277254296","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":479074290455232,"gmtCreate":1757979639961,"gmtModify":1757987441378,"author":{"id":"3500615203676849","authorId":"3500615203676849","name":"AMTUTTINIU","avatar":"https://static.tigerbbs.com/3c733dd707ff67185c52ff7f382fc94a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500615203676849","authorIdStr":"3500615203676849"},"themes":[],"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/479074290455232","repostId":"2567477781","repostType":4,"isVote":1,"tweetType":1,"viewCount":1110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355343021519104,"gmtCreate":1727763209964,"gmtModify":1727765563241,"author":{"id":"3500615203676849","authorId":"3500615203676849","name":"AMTUTTINIU","avatar":"https://static.tigerbbs.com/3c733dd707ff67185c52ff7f382fc94a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500615203676849","authorIdStr":"3500615203676849"},"themes":[],"title":"中国政策组合拳引爆全球市场","htmlText":"查看详情： <a href=\"https://www.itigerup.com/marketing/chinaconcept?actionID=fd7b61e4ea3ffc57c0fcfad8037e08fd&amp;skin=2&amp;os=iOS&amp;account_id=7542410&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=dcaffdb0123f4524351f0fbf8c63dd7f&amp;invite=FAYBT&amp;lang=zh_CN\">中国政策组合拳引爆全球市场</a> 中国政策组合拳引爆全球市场：中概股与港股投资热潮来袭 此帖仅开放于中国大陆用户","listText":"查看详情： <a href=\"https://www.itigerup.com/marketing/chinaconcept?actionID=fd7b61e4ea3ffc57c0fcfad8037e08fd&amp;skin=2&amp;os=iOS&amp;account_id=7542410&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=dcaffdb0123f4524351f0fbf8c63dd7f&amp;invite=FAYBT&amp;lang=zh_CN\">中国政策组合拳引爆全球市场</a> 中国政策组合拳引爆全球市场：中概股与港股投资热潮来袭 此帖仅开放于中国大陆用户","text":"查看详情： 中国政策组合拳引爆全球市场 中国政策组合拳引爆全球市场：中概股与港股投资热潮来袭 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355343021519104","isVote":1,"tweetType":1,"viewCount":1057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":667698457,"gmtCreate":1668741785280,"gmtModify":1668741890619,"author":{"id":"3500615203676849","authorId":"3500615203676849","name":"AMTUTTINIU","avatar":"https://static.tigerbbs.com/3c733dd707ff67185c52ff7f382fc94a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500615203676849","authorIdStr":"3500615203676849"},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[{"img":"https://static.tigerbbs.com/d62c3dde92c27438e15e5f4894079549","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667698457","isVote":1,"tweetType":1,"viewCount":1053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}