skyteeth的个人主页 - 老虎社区

skyteeth

skyteeth

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IP属地：北京

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03-14 09:28

看看你的股价

美团王兴谈AI对公司影响：物理世界数字化将是AI非常重要的底座

02-20

没什么可涨的了

智谱尾盘涨幅扩大至37%，总市值突破3000亿港元

02-18

跌了5个是他卖的？

巴菲特“收山之作”：Q4再抛苹果美银，猛砍亚马逊，首次新进纽约时报

02-15

咋不说两三千年呢

Anthropic掌门人：AI技术正处于临界点，未来2-3年将决定人类未来

2025-11-02

不是卖了苹果了吗？又追高买进去了？

伯克希尔Q3运营利润大增34%，现金储备3816.7亿美元再创纪录

2025-10-25

苹果为什么不收购呢

【DOIT日报】剑指AI原生OS：OpenAI收购SAI，挑战苹果微软的野心藏不住了

2025-10-25

和苹果的跨应用操作类似

【DOIT日报】剑指AI原生OS：OpenAI收购SAI，挑战苹果微软的野心藏不住了

2025-10-08

搞技术的，能当得了ceo吗

4万亿帝国接班人浮出水面！苹果不需要另一个库克

2025-07-15

让有苹果血液的年轻人赶紧上

苹果震荡下挫，消息称苹果将启动十年来最大规模的人事调整

2025-07-05

谁没事干天天戴个眼镜

2025-06-28

四大行呢

美联储压力测试：22家大型银行全部过关，为放松监管铺路

2025-06-17

特朗普开始炒股了

WTI原油短线走高近1美元，日内大涨3.00%；有消息称，特朗普要求官员在战情室做好准备

2025-04-15

中信的麦当劳，成功了？

网传有意竞购星巴克中国股权，阿里巴巴回复：假消息

2025-03-04

deepseek威力大

芯片股走低，英伟达跌5%，CoWoS先进封装订单传出砍单

2025-02-23

嘴硬，心里慌的一p

黄仁勋：市场对DeepSeek的理解完全搞反了

2025-02-23

投资眼光独到

伯克希尔第四季度营业利润飙升71%，创历史新高，对日本的投资不断增加

2025-02-13

赚不了认知以外的钱

2025-02-13

去霍霍迪拜去了

市场消息：百度无人出租车最早可能上半年在迪拜开始测试

2025-02-08

看不懂吧

2024-12-03

接盘的吗

盘前异动 | MicroStrategy直线转涨，上周以15亿美元现金收购1.54万个比特币

去老虎APP查看更多动态

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src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：宋<a href=\"https://laohu8.com/S/AVP\">雅芳</a> </p>\n</div></body></html>","source":"sina","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>美团王兴谈AI对公司影响：物理世界数字化将是AI非常重要的底座</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美团王兴谈AI对公司影响：物理世界数字化将是AI非常重要的底座\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-13 15:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tob/2026-03-13/doc-inhqvnzn1126009.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪科技讯 3月13日下午消息，美团2026年管理层沟通会上，美团CEO王兴分享了对AI发展的看法，王兴提到：“AI带来的变化会比整个互联网带来的变化要大得多”。他还认为：“移动互联网和互联网没有本质区别，可能像玫瑰和芍药，而AI和互联网相比，就像猴与花的区别，量级和影响力要大得多。”\n　　“‘老专家’的经验未必奏效，年轻人各种‘奇奇怪怪’的想法将会持续迸发，面对AI浪潮，我们唯一能做的就是积极...</p>\n\n<a href=\"https://finance.sina.com.cn/tob/2026-03-13/doc-inhqvnzn1126009.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU0117841782.USD":"JPM GREATER CHINA \"A\" (USD) INC","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","BK1615":"港股-互联网","LU1102505762.USD":"富达新兴市场焦点 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ACC"},"source_url":"https://finance.sina.com.cn/tob/2026-03-13/doc-inhqvnzn1126009.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2619161840","content_text":"新浪科技讯 3月13日下午消息，美团2026年管理层沟通会上，美团CEO王兴分享了对AI发展的看法，王兴提到：“AI带来的变化会比整个互联网带来的变化要大得多”。他还认为：“移动互联网和互联网没有本质区别，可能像玫瑰和芍药，而AI和互联网相比，就像猴与花的区别，量级和影响力要大得多。”\n　　“‘老专家’的经验未必奏效，年轻人各种‘奇奇怪怪’的想法将会持续迸发，面对AI浪潮，我们唯一能做的就是积极拥抱它。”王兴表示，“AI Agent对我的冲击比ChatGPT冲击更大，我们经历过从互联网到移动互联网的变化，可以肯定的是，AI带来的变化会比整个互联网带来的变化要大得多，它注定会创造巨大生产力，也一定会对组织、对工作模式带来很大的变化。”\n　　王兴认为，对于美团来说，物理世界的数字化将是AI非常重要的底座，“虽然大模型越来越聪明。但我们可以想象，就算爱因斯坦当秘书，让他订一个餐厅，他依然不知道那个餐厅有没有座位。这不是智力问题，而是信息问题。”\n　　公开资料显示，美团已经推出多款AI应用及自研大模型。2025年，美团宣布将加大投入建设真实信息基建。基于全国本地生活信息基建，今年春节期间美团也上线了AI搜索产品“问小团”。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：宋雅芳","news_type":1,"symbols_score_info":{"MPNGY":1.95,"03690":1.95,"HMTD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":534782520854072,"gmtCreate":1771583103002,"gmtModify":1771583105443,"author":{"id":"3512565093501867","authorId":"3512565093501867","name":"skyteeth","avatar":"https://static.tigerbbs.com/d5456f2b4b0b4aefa5ca236830c6e715","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512565093501867","authorIdStr":"3512565093501867"},"themes":[],"title":"","htmlText":"没什么可涨的了","listText":"没什么可涨的了","text":"没什么可涨的了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534782520854072","repostId":"1197225359","repostType":2,"repost":{"id":"1197225359","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1771573800,"share":"https://www.laohu8.com/m/news/1197225359?lang=zh_CN&edition=full","pubTime":"2026-02-20 15:50","market":"hk","language":"zh","title":"智谱尾盘涨幅扩大至37%，总市值突破3000亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1197225359","media":"老虎资讯综合","summary":"2月20日，智谱午后涨幅扩大至近30%，成交额超23亿，市值突破2900亿港元。消息面上，据中科曙光消息，曙光SothisAI近日升级，实现智谱GLM-5、阿里Qwen3.5大模型全面接入，并进一步简化和优化企业AI平台构建与运营流程。","content":"<html><head></head><body><p>2月20日，港股AI应用股走强，智谱尾盘涨幅扩大至37%，股价最高报696港元，总市值突破3000亿港元。2月以来累计大涨206%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8f48daee18b4dd783c6e6cf3ae84d1d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，据中科曙光消息，曙光SothisAI近日升级，实现智谱GLM-5、阿里Qwen3.5大模型全面接入，并进一步简化和优化企业AI平台构建与运营流程。此外，“太初元碁“完成多款国产主流开源大模型的深度适配工作，其中包括智谱GLM-5.0、阿里千问Qwen3.5-397B-A17B。</p><p style=\"text-align: justify;\">值得注意的是，2月12日，智谱在官方渠道宣布上调GLM Coding Plan订阅价格，涨幅“至少30%”。此前，海外云厂商于本月纷纷提价。国联民生证券表示，智谱GLM Coding Plan的涨价折射的是产业定价逻辑的改变：当推理消耗变成生产资料，模型厂商有机会把“算力稀缺”通过分层定价与订阅化产品转化为毛利与现金流。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-02-20 15:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月20日，港股AI应用股走强，智谱尾盘涨幅扩大至37%，股价最高报696港元，总市值突破3000亿港元。2月以来累计大涨206%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8f48daee18b4dd783c6e6cf3ae84d1d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，据中科曙光消息，曙光SothisAI近日升级，实现智谱GLM-5、阿里Qwen3.5大模型全面接入，并进一步简化和优化企业AI平台构建与运营流程。此外，“太初元碁“完成多款国产主流开源大模型的深度适配工作，其中包括智谱GLM-5.0、阿里千问Qwen3.5-397B-A17B。</p><p style=\"text-align: justify;\">值得注意的是，2月12日，智谱在官方渠道宣布上调GLM Coding Plan订阅价格，涨幅“至少30%”。此前，海外云厂商于本月纷纷提价。国联民生证券表示，智谱GLM Coding Plan的涨价折射的是产业定价逻辑的改变：当推理消耗变成生产资料，模型厂商有机会把“算力稀缺”通过分层定价与订阅化产品转化为毛利与现金流。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"02513":"智谱"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197225359","content_text":"2月20日，港股AI应用股走强，智谱尾盘涨幅扩大至37%，股价最高报696港元，总市值突破3000亿港元。2月以来累计大涨206%。消息面上，据中科曙光消息，曙光SothisAI近日升级，实现智谱GLM-5、阿里Qwen3.5大模型全面接入，并进一步简化和优化企业AI平台构建与运营流程。此外，“太初元碁“完成多款国产主流开源大模型的深度适配工作，其中包括智谱GLM-5.0、阿里千问Qwen3.5-397B-A17B。值得注意的是，2月12日，智谱在官方渠道宣布上调GLM Coding Plan订阅价格，涨幅“至少30%”。此前，海外云厂商于本月纷纷提价。国联民生证券表示，智谱GLM Coding Plan的涨价折射的是产业定价逻辑的改变：当推理消耗变成生产资料，模型厂商有机会把“算力稀缺”通过分层定价与订阅化产品转化为毛利与现金流。","news_type":1,"symbols_score_info":{"02513":1}},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":533969161462944,"gmtCreate":1771384543793,"gmtModify":1771384546310,"author":{"id":"3512565093501867","authorId":"3512565093501867","name":"skyteeth","avatar":"https://static.tigerbbs.com/d5456f2b4b0b4aefa5ca236830c6e715","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512565093501867","authorIdStr":"3512565093501867"},"themes":[],"title":"","htmlText":"跌了5个是他卖的？","listText":"跌了5个是他卖的？","text":"跌了5个是他卖的？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/533969161462944","repostId":"2612496724","repostType":2,"repost":{"id":"2612496724","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1771367111,"share":"https://www.laohu8.com/m/news/2612496724?lang=zh_CN&edition=full","pubTime":"2026-02-18 06:25","market":"fut","language":"zh","title":"巴菲特“收山之作”：Q4再抛苹果美银，猛砍亚马逊，首次新进纽约时报","url":"https://stock-news.laohu8.com/highlight/detail?id=2612496724","media":"华尔街见闻","summary":"伯克希尔Q4连续第三季抛苹果，苹果持仓市值减少28亿美元，仍是头号重仓股，美银持仓一年半来减持50%，仍是第三代重仓股；亚马逊持股环比减少230万股、降幅77%；新进纽约时报超过506万股，市值3.52亿美元。该报盘后一度涨超10%。更新中","content":"<html><head></head><body><blockquote><p>伯克希尔连续三季抛苹果，Q4苹果持仓市值减少28亿美元，仍是头号重仓股；美银持股一年半来减少50%，仍是第三大重仓股；亚马逊持股环比减少230万股、降幅77%；新进纽约时报超过506万股，市值3.52亿美元；增持雪佛龙12.3亿美元、安达保险持股数增逾9%。</p></blockquote><p style=\"text-align: justify;\">伯克希尔·哈撒韦公司在“股神”巴菲特卸任CEO前最后一个季度继续调整科技巨头持仓，减持多只重仓股的同时，首次建仓传统媒体纽约时报。</p><p style=\"text-align: justify;\">美东时间2月17日周二美股盘后，递交美国证监会（SEC）的13F文件披露，伯克希尔2025年第四季度大幅削减所持亚马逊股份（AMZN）超过77%，并且连续第三个季度减持苹果（AAPL）。伯克希尔还继续抛售美国银行（BAC），对该行的持股比例降至略低于7%。</p><p style=\"text-align: justify;\">纽约时报（NYT）是伯克希尔四季度唯一新进的个股，当季建仓超过506万股，市值约3.52亿美元。</p><p style=\"text-align: justify;\">本周二公布的是巴菲特执掌伯克希尔60年的最后一份13F持仓报告，巴菲特的继任者Greg Abel已于2026年1月1日正式接任CEO。伯克希尔将于2月28日公布全年业绩，届时将发布Abel作为CEO的首封致股东信。</p><h2 id=\"55c41946\">持续减持苹果与美银</h2><p style=\"text-align: justify;\">据13F文件，伯克希尔四季度抛售苹果超过1029万股，持股数环比三季度减少4.3%，季末苹果持仓市值环比减少约28亿美元，持仓在伯克希尔投资组合中的占比从三季度的22.69%降至22.60%。</p><p style=\"text-align: justify;\">以环比减少的市值看，苹果是伯克希尔四季度减持最多的个股，但减持股份还不及前一季。三季度伯克希尔减持苹果约4179万股，持股数环比减少逾14.9%。</p><p style=\"text-align: justify;\">尽管持续减持，到四季度末，苹果仍是伯克希尔的头号重仓股。</p><p style=\"text-align: justify;\">美国银行是又一持续被伯克希尔减持的重仓股。四季度伯克希尔卖出将近5080万股美银，持股数环比减少8.9%，持仓占比降至6.89%。</p><p style=\"text-align: justify;\">到四季度末，美银仍是伯克希尔的第三大重仓股。但伯克希尔的美银持股已经从2024年中的10.3亿股降至5.17亿股，相当于过去一年半来，该行已被减持约50%。</p><h2 id=\"cd3cd5ca\">亚马逊持股猛降77%</h2><p style=\"text-align: justify;\">按持仓占比变动计算，亚马逊是伯克希尔四季度减持幅度最大的个股。</p><p style=\"text-align: justify;\">13F文件显示，四季度亚马逊在伯克希尔投资组合中的占比从三季度的0.82%骤降至0.19%，环比降幅达0.63个百分点，持股数量减少至约230万股，环比下降逾77.2%。</p><p style=\"text-align: justify;\">伯克希尔于2019年首次买入亚马逊。巴菲特当时表示，虽然他历来对科技股持谨慎态度，但没有更早买入这家在线零售巨头的股票是“愚蠢的”。</p><p style=\"text-align: justify;\">亚马逊股价进入2026年以来已累跌约11%，遭遇20年来最大同期跌幅。本周二，亚马逊刚刚结束连跌九个交易日的2006年以来最长连跌日。</p><p style=\"text-align: justify;\">截至上周五的九个交易日内，亚马逊市值合计蒸发超4500亿美元，体现了投资者对亚马逊庞大AI相关支出合理性的质疑。亚马逊本月5日公布四季度财报时透露，计划2026年资本支出2000亿美元，年度投入规模超过其他任一科技巨头。</p><h2 id=\"bba77103\">建仓纽约时报</h2><p style=\"text-align: justify;\">纽约时报是伯克希尔四季度唯一新建仓的个股。当季伯克希尔买入506.7万股，市值超过3.52亿美元，持有纽约时报约3.1%的股份，持仓在伯克希尔投资组合中位列第30位，占比0.13%。</p><p style=\"text-align: justify;\">伯克希尔曾长期持有媒体股资产，但在2020年以1.4亿美元将旗下报纸业务出售给Lee Enterprises。巴菲特曾担任华盛顿邮报最大外部股东和董事会成员。</p><p style=\"text-align: justify;\">纽约时报股价近期表现强劲，今年以来上涨6%，目前接近历史高点74.59美元，过去12个月累计涨幅达50%。</p><h2 id=\"d7874ebc\">增持雪佛龙和安达保险</h2><p style=\"text-align: justify;\">伯克希尔四季度较大幅增持了石油巨头雪佛龙（CVX）和瑞士安达保险（Chubb）。</p><p style=\"text-align: justify;\">其中，伯克希尔增持安达保险（CB）将近292万股，持股数环比增长9.3%，持股在投资组合中占比从三季度的3.31%升至3.90%，环比提高0.59个百分点。以持仓占比升幅看，安达保险是四季度增持最多的个股。</p><p style=\"text-align: justify;\">四季度伯克希尔买入雪佛龙逾809万股，持股数环比增长6.6%，持股占比环比增加0.15个百分点至7.24%，市值则环比增加约12.3亿美元。以持仓市值的增幅看，雪佛龙则是四季度增持之最。</p><p style=\"text-align: justify;\">伯克希尔四季度还增持了36.8万股达美乐披萨（DPZ），持股数环比增长12.3%，持仓增至约14亿美元，排在第20位。</p><p style=\"text-align: justify;\">伯克希尔对另一必需消费品类股卡夫亨氏的持仓四季度保持不变。</p><p style=\"text-align: justify;\">Abel近期表示，他支持卡夫亨氏暂停拆分调味品和食品杂货业务的决定。卡夫亨氏在1月的监管文件中披露，最大股东伯克希尔可能出售其持有的近全部3.256亿股。巴菲特去年曾对华尔街日报表示，伯克希尔不支持该拆分计划。</p><p style=\"text-align: justify;\">根据SEC规定，管理至少1亿美元美国股票的机构投资者必须在每个季度结束后45天内提交13F文件。尽管这些文件提供的是过时的持仓信息，但伯克希尔的披露仍被市场参与者广泛解读，以寻求对该公司投资决策的洞察。</p><h2 id=\"id_507732878\">十大重仓股仍是“老面孔”</h2><p style=\"text-align: justify;\">到四季度末，以持仓市值计，伯克希尔的十大重仓股都是前一季的“老面孔”，排名大多和三季度相同，只有穆迪和西方石油的排名对换。</p><p style=\"text-align: justify;\">和三季度一样，四季度这些重仓股之中也只有四只被调整持仓，分别是苹果、美国运通被减持，雪佛龙、安达保险被增持。</p><p style=\"text-align: justify;\">三季度首次跻身前十的谷歌母公司Alphabet依然排在第十位。三季度被Alphabet挤出前十的肾脏透析服务商德维特（DVA）四季度仍位列第11。</p><p style=\"text-align: justify;\">四季度伯克希尔的十大重仓股分别是：</p><ul style=\"\"><li><p>苹果（AAPL）</p></li><li><p>美国运通（AXP）</p></li><li><p>美银（BAC）</p></li><li><p>可口可乐（KO）</p></li><li><p>雪佛龙（CVX）</p></li><li><p>穆迪（MCO），排名从第七升至第六。</p></li><li><p>西方石油（OXY），排名从第六降至第七。</p></li><li><p>瑞士安达保险（Chubb）（CB）。</p></li><li><p>卡夫亨氏（KHC）。</p></li><li><p>Alphabet（GOOGL）</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/afc19aa8909429c6e0e54a471a917e7c\" tg-width=\"1643\" tg-height=\"648\"/></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>巴菲特“收山之作”：Q4再抛苹果美银，猛砍亚马逊，首次新进纽约时报</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n巴菲特“收山之作”：Q4再抛苹果美银，猛砍亚马逊，首次新进纽约时报\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-18 06:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3765821><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伯克希尔连续三季抛苹果，Q4苹果持仓市值减少28亿美元，仍是头号重仓股；美银持股一年半来减少50%，仍是第三大重仓股；亚马逊持股环比减少230万股、降幅77%；新进纽约时报超过506万股，市值3.52亿美元；增持雪佛龙12.3亿美元、安达保险持股数增逾9%。伯克希尔·哈撒韦公司在“股神”巴菲特卸任CEO前最后一个季度继续调整科技巨头持仓，减持多只重仓股的同时，首次建仓传统媒体纽约时报。美东时间2月...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3765821\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9beffeecb928009bf6287e307899ffe3","relate_stocks":{"IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET 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INC"},"source_url":"https://wallstreetcn.com/articles/3765821","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2612496724","content_text":"伯克希尔连续三季抛苹果，Q4苹果持仓市值减少28亿美元，仍是头号重仓股；美银持股一年半来减少50%，仍是第三大重仓股；亚马逊持股环比减少230万股、降幅77%；新进纽约时报超过506万股，市值3.52亿美元；增持雪佛龙12.3亿美元、安达保险持股数增逾9%。伯克希尔·哈撒韦公司在“股神”巴菲特卸任CEO前最后一个季度继续调整科技巨头持仓，减持多只重仓股的同时，首次建仓传统媒体纽约时报。美东时间2月17日周二美股盘后，递交美国证监会（SEC）的13F文件披露，伯克希尔2025年第四季度大幅削减所持亚马逊股份（AMZN）超过77%，并且连续第三个季度减持苹果（AAPL）。伯克希尔还继续抛售美国银行（BAC），对该行的持股比例降至略低于7%。纽约时报（NYT）是伯克希尔四季度唯一新进的个股，当季建仓超过506万股，市值约3.52亿美元。本周二公布的是巴菲特执掌伯克希尔60年的最后一份13F持仓报告，巴菲特的继任者Greg Abel已于2026年1月1日正式接任CEO。伯克希尔将于2月28日公布全年业绩，届时将发布Abel作为CEO的首封致股东信。持续减持苹果与美银据13F文件，伯克希尔四季度抛售苹果超过1029万股，持股数环比三季度减少4.3%，季末苹果持仓市值环比减少约28亿美元，持仓在伯克希尔投资组合中的占比从三季度的22.69%降至22.60%。以环比减少的市值看，苹果是伯克希尔四季度减持最多的个股，但减持股份还不及前一季。三季度伯克希尔减持苹果约4179万股，持股数环比减少逾14.9%。尽管持续减持，到四季度末，苹果仍是伯克希尔的头号重仓股。美国银行是又一持续被伯克希尔减持的重仓股。四季度伯克希尔卖出将近5080万股美银，持股数环比减少8.9%，持仓占比降至6.89%。到四季度末，美银仍是伯克希尔的第三大重仓股。但伯克希尔的美银持股已经从2024年中的10.3亿股降至5.17亿股，相当于过去一年半来，该行已被减持约50%。亚马逊持股猛降77%按持仓占比变动计算，亚马逊是伯克希尔四季度减持幅度最大的个股。13F文件显示，四季度亚马逊在伯克希尔投资组合中的占比从三季度的0.82%骤降至0.19%，环比降幅达0.63个百分点，持股数量减少至约230万股，环比下降逾77.2%。伯克希尔于2019年首次买入亚马逊。巴菲特当时表示，虽然他历来对科技股持谨慎态度，但没有更早买入这家在线零售巨头的股票是“愚蠢的”。亚马逊股价进入2026年以来已累跌约11%，遭遇20年来最大同期跌幅。本周二，亚马逊刚刚结束连跌九个交易日的2006年以来最长连跌日。截至上周五的九个交易日内，亚马逊市值合计蒸发超4500亿美元，体现了投资者对亚马逊庞大AI相关支出合理性的质疑。亚马逊本月5日公布四季度财报时透露，计划2026年资本支出2000亿美元，年度投入规模超过其他任一科技巨头。建仓纽约时报纽约时报是伯克希尔四季度唯一新建仓的个股。当季伯克希尔买入506.7万股，市值超过3.52亿美元，持有纽约时报约3.1%的股份，持仓在伯克希尔投资组合中位列第30位，占比0.13%。伯克希尔曾长期持有媒体股资产，但在2020年以1.4亿美元将旗下报纸业务出售给Lee Enterprises。巴菲特曾担任华盛顿邮报最大外部股东和董事会成员。纽约时报股价近期表现强劲，今年以来上涨6%，目前接近历史高点74.59美元，过去12个月累计涨幅达50%。增持雪佛龙和安达保险伯克希尔四季度较大幅增持了石油巨头雪佛龙（CVX）和瑞士安达保险（Chubb）。其中，伯克希尔增持安达保险（CB）将近292万股，持股数环比增长9.3%，持股在投资组合中占比从三季度的3.31%升至3.90%，环比提高0.59个百分点。以持仓占比升幅看，安达保险是四季度增持最多的个股。四季度伯克希尔买入雪佛龙逾809万股，持股数环比增长6.6%，持股占比环比增加0.15个百分点至7.24%，市值则环比增加约12.3亿美元。以持仓市值的增幅看，雪佛龙则是四季度增持之最。伯克希尔四季度还增持了36.8万股达美乐披萨（DPZ），持股数环比增长12.3%，持仓增至约14亿美元，排在第20位。伯克希尔对另一必需消费品类股卡夫亨氏的持仓四季度保持不变。Abel近期表示，他支持卡夫亨氏暂停拆分调味品和食品杂货业务的决定。卡夫亨氏在1月的监管文件中披露，最大股东伯克希尔可能出售其持有的近全部3.256亿股。巴菲特去年曾对华尔街日报表示，伯克希尔不支持该拆分计划。根据SEC规定，管理至少1亿美元美国股票的机构投资者必须在每个季度结束后45天内提交13F文件。尽管这些文件提供的是过时的持仓信息，但伯克希尔的披露仍被市场参与者广泛解读，以寻求对该公司投资决策的洞察。十大重仓股仍是“老面孔”到四季度末，以持仓市值计，伯克希尔的十大重仓股都是前一季的“老面孔”，排名大多和三季度相同，只有穆迪和西方石油的排名对换。和三季度一样，四季度这些重仓股之中也只有四只被调整持仓，分别是苹果、美国运通被减持，雪佛龙、安达保险被增持。三季度首次跻身前十的谷歌母公司Alphabet依然排在第十位。三季度被Alphabet挤出前十的肾脏透析服务商德维特（DVA）四季度仍位列第11。四季度伯克希尔的十大重仓股分别是：苹果（AAPL）美国运通（AXP）美银（BAC）可口可乐（KO）雪佛龙（CVX）穆迪（MCO），排名从第七升至第六。西方石油（OXY），排名从第六降至第七。瑞士安达保险（Chubb）（CB）。卡夫亨氏（KHC）。Alphabet（GOOGL）","news_type":1,"symbols_score_info":{"AMZN":2,"AAPL":2,"NYT":2}},"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":533073787528072,"gmtCreate":1771165853510,"gmtModify":1771165855948,"author":{"id":"3512565093501867","authorId":"3512565093501867","name":"skyteeth","avatar":"https://static.tigerbbs.com/d5456f2b4b0b4aefa5ca236830c6e715","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512565093501867","authorIdStr":"3512565093501867"},"themes":[],"title":"","htmlText":"咋不说两三千年呢","listText":"咋不说两三千年呢","text":"咋不说两三千年呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/533073787528072","repostId":"2611114263","repostType":2,"repost":{"id":"2611114263","kind":"highlight","pubTimestamp":1771063005,"share":"https://www.laohu8.com/m/news/2611114263?lang=zh_CN&edition=full","pubTime":"2026-02-14 17:56","market":"us","language":"zh","title":"Anthropic掌门人：AI技术正处于临界点，未来2-3年将决定人类未来","url":"https://stock-news.laohu8.com/highlight/detail?id=2611114263","media":"智通财经网","summary":"未来2-3年将决定人类未来两百年的走向。","content":"<html><head></head><body><p>在AI技术指数级爆发的前夜，Anthropic掌门人Dario Amodei抛出了震撼业界的预测：<strong>我们正处于“指数增长的黄昏”，最快到2026年，人类将迎来由数万个顶尖大脑组成的“数据中心里的天才国度”。</strong></p><p>近日，大模型独角兽Anthropic首席执行官Dario Amodei在与Dwarkesh Patel的深度访谈中，罕见地披露了公司惊人的营收增速预期，并对<a href=\"https://laohu8.com/S/AGBK\">AGI</a>（通用人工智能）的时间表、算力投资的财务逻辑以及地缘政治风险进行了详尽阐述。Amodei认为，AI技术正处于从量变到质变的临界点，未来2-3年将决定人类未来两百年的走向。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9885410242f0a11585f24a645146fa05\" tg-width=\"1024\" tg-height=\"563\"/></p><p>（Anthropic首席执行官Dario Amodei作客Dwarkesh Patel播客）</p><p>AI 正处于指数级增长末期</p><p>Dario Amodei在访谈伊始就指出，我们已逼近 AI 指数增长曲线的尾声，而世界尚未充分感知这场质变。</p><p>从 GPT-1 到如今的专业级模型，AI 完成了从 “聪慧高中生” 到 “博士水准” 的跃迁，编程、数学等领域甚至实现超越，底层扩展定律从未失效，算力与数据的投入仍在持续兑现明确收益。</p><p>指数增长的魔力藏在末期的爆发里。Dario表示，Anthropic 年营收 10 倍的跨越式增长，Claude Code 让工程师生产力倍增，模型上下文长度与泛化能力的快速突破，都在印证 “终点临近” 的信号。<strong>这场增长不只是参数的堆砌，更是智能本质的升级 —— 从数据拟合到自主泛化，AI 正在补齐最后几块关键能力拼图。</strong></p><p>“数据中心里的天才国度”：重新定义2026</p><p>Amodei在访谈中提出了一个极具冲击力的概念——“数据中心里的天才国度”（A Country of Geniuses in a Datacenter）。他回顾了过去三年的技术演进，认为AI模型已从“聪明的高中生”进化为“专业人士”。</p><p>他大胆预测，<strong>到2026年或2027年，单一模型所展现出的智力水平、知识深度和逻辑推理能力，将不仅等同于一名诺贝尔奖得主，而是等同于数万名顶尖天才协同工作的集合体。</strong></p><p>对于这一时间表的确定性，Amodei表现出极高的信心：</p><p>“对于10年内实现这一愿景，我有90%的把握；而对于这在未来1-2年内发生，我认为是50/50的可能性。”</p><p>他指出，唯一的变数可能来自地缘政治灾难（如芯片供应链中断）或社会剧烈动荡。</p><p>营收狂飙：从1亿到100亿美元的“恐怖”曲线</p><p>市场最为关注的财务数据方面，Amodei披露了Anthropic令人咋舌的增长曲线。他透露，<strong>公司营收正经历着“怪异的每年10倍增长”（bizarre 10x per year growth）。</strong>Amodei在访谈中直言：</p><p>“2023年，我们从0增长到1亿美元；2024年，从1亿美元增长到10亿美元；而2025年，我们预计将达到90亿至100亿美元。这一指数级增长大致符合我的预期，甚至在今年第一个月，我们又增加了数十亿美元的营收。”</p><p>Amodei强调，尽管受到经济扩散速度（Diffusion）滞后的影响，企业采纳AI需要经过法律审核、合规检查等漫长流程，但技术本身的能力提升正在推动这一疯狂的增长曲线。</p><p>算力豪赌与破产风险：CEO的财务平衡术</p><p>面对如此确定的技术前景，为何不现在就举债万亿美元囤积芯片？Amodei给出了极具现实意义的财务解释：算力扩容必须与收入增长和预测精度挂钩，否则将面临毁灭性风险。</p><p>“<strong>如果我预测2027年会有万亿级需求，从而提前购买了价值1万亿美元的算力，但只要需求爆发的时间晚了一年，或者增长率稍微从10倍降至5倍，没有任何对冲手段能阻止公司破产</strong>。”Amodei解释道，这种基于“对数收益定律”的投资回报需要精密核算。</p><p>他指出，Anthropic目前的策略是“负责任地激进”，即投入的算力规模足以捕捉巨大的上行空间，但如果市场爆发推迟，公司凭借其企业级业务的高毛利和现金流，依然能够生存。</p><p>他预计，<strong>Anthropic有望在2028年左右实现盈利，届时AI将成为历史上盈利能力最强的产业之一。</strong></p><p>软件工程的终局：从写代码到取代工程师</p><p>在具体落地场景上，Amodei将编程视为AI最先攻克的堡垒。他将AI在软件工程领域的进化分为三个阶段：</p><p><strong>第一阶段：</strong>模型编写90%的代码行（已实现）。</p><p><strong>第二阶段：</strong>模型处理90%的端到端任务，如修复Bug、配置集群、撰写文档。</p><p><strong>第三阶段：</strong>模型具备“职场经验”，能够理解复杂代码库的上下文并设定技术方向。</p><p>Amodei预测，<strong>在1-3年内，AI将能够胜任高级软件工程师的所有职责。</strong></p><p>“这并不意味着工程师会失业，而是生产力的巨大爆发。现在的模型能做到的不仅是补全代码，而是直接接管GPU内核编写等高难度任务。”</p></body></html>","source":"highlight_zhitongcaijin","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>Anthropic掌门人：AI技术正处于临界点，未来2-3年将决定人类未来</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{ 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{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\">\nAnthropic掌门人：AI技术正处于临界点，未来2-3年将决定人类未来\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-14 17:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1405540.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在AI技术指数级爆发的前夜，Anthropic掌门人Dario Amodei抛出了震撼业界的预测：我们正处于“指数增长的黄昏”，最快到2026年，人类将迎来由数万个顶尖大脑组成的“数据中心里的天才国度”。近日，大模型独角兽Anthropic首席执行官Dario Amodei在与Dwarkesh Patel的深度访谈中，罕见地披露了公司惊人的营收增速预期，并对AGI（通用人工智能）的时间表、算力投资...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1405540.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9885410242f0a11585f24a645146fa05","relate_stocks":{"AI":"C3.ai, Inc."},"source_url":"http://www.zhitongcaijing.com/content/detail/1405540.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2611114263","content_text":"在AI技术指数级爆发的前夜，Anthropic掌门人Dario Amodei抛出了震撼业界的预测：我们正处于“指数增长的黄昏”，最快到2026年，人类将迎来由数万个顶尖大脑组成的“数据中心里的天才国度”。近日，大模型独角兽Anthropic首席执行官Dario Amodei在与Dwarkesh Patel的深度访谈中，罕见地披露了公司惊人的营收增速预期，并对AGI（通用人工智能）的时间表、算力投资的财务逻辑以及地缘政治风险进行了详尽阐述。Amodei认为，AI技术正处于从量变到质变的临界点，未来2-3年将决定人类未来两百年的走向。（Anthropic首席执行官Dario Amodei作客Dwarkesh Patel播客）AI 正处于指数级增长末期Dario Amodei在访谈伊始就指出，我们已逼近 AI 指数增长曲线的尾声，而世界尚未充分感知这场质变。从 GPT-1 到如今的专业级模型，AI 完成了从 “聪慧高中生” 到 “博士水准” 的跃迁，编程、数学等领域甚至实现超越，底层扩展定律从未失效，算力与数据的投入仍在持续兑现明确收益。指数增长的魔力藏在末期的爆发里。Dario表示，Anthropic 年营收 10 倍的跨越式增长，Claude Code 让工程师生产力倍增，模型上下文长度与泛化能力的快速突破，都在印证 “终点临近” 的信号。这场增长不只是参数的堆砌，更是智能本质的升级 —— 从数据拟合到自主泛化，AI 正在补齐最后几块关键能力拼图。“数据中心里的天才国度”：重新定义2026Amodei在访谈中提出了一个极具冲击力的概念——“数据中心里的天才国度”（A Country of Geniuses in a Datacenter）。他回顾了过去三年的技术演进，认为AI模型已从“聪明的高中生”进化为“专业人士”。他大胆预测，到2026年或2027年，单一模型所展现出的智力水平、知识深度和逻辑推理能力，将不仅等同于一名诺贝尔奖得主，而是等同于数万名顶尖天才协同工作的集合体。对于这一时间表的确定性，Amodei表现出极高的信心：“对于10年内实现这一愿景，我有90%的把握；而对于这在未来1-2年内发生，我认为是50/50的可能性。”他指出，唯一的变数可能来自地缘政治灾难（如芯片供应链中断）或社会剧烈动荡。营收狂飙：从1亿到100亿美元的“恐怖”曲线市场最为关注的财务数据方面，Amodei披露了Anthropic令人咋舌的增长曲线。他透露，公司营收正经历着“怪异的每年10倍增长”（bizarre 10x per year growth）。Amodei在访谈中直言：“2023年，我们从0增长到1亿美元；2024年，从1亿美元增长到10亿美元；而2025年，我们预计将达到90亿至100亿美元。这一指数级增长大致符合我的预期，甚至在今年第一个月，我们又增加了数十亿美元的营收。”Amodei强调，尽管受到经济扩散速度（Diffusion）滞后的影响，企业采纳AI需要经过法律审核、合规检查等漫长流程，但技术本身的能力提升正在推动这一疯狂的增长曲线。算力豪赌与破产风险：CEO的财务平衡术面对如此确定的技术前景，为何不现在就举债万亿美元囤积芯片？Amodei给出了极具现实意义的财务解释：算力扩容必须与收入增长和预测精度挂钩，否则将面临毁灭性风险。“如果我预测2027年会有万亿级需求，从而提前购买了价值1万亿美元的算力，但只要需求爆发的时间晚了一年，或者增长率稍微从10倍降至5倍，没有任何对冲手段能阻止公司破产。”Amodei解释道，这种基于“对数收益定律”的投资回报需要精密核算。他指出，Anthropic目前的策略是“负责任地激进”，即投入的算力规模足以捕捉巨大的上行空间，但如果市场爆发推迟，公司凭借其企业级业务的高毛利和现金流，依然能够生存。他预计，Anthropic有望在2028年左右实现盈利，届时AI将成为历史上盈利能力最强的产业之一。软件工程的终局：从写代码到取代工程师在具体落地场景上，Amodei将编程视为AI最先攻克的堡垒。他将AI在软件工程领域的进化分为三个阶段：第一阶段：模型编写90%的代码行（已实现）。第二阶段：模型处理90%的端到端任务，如修复Bug、配置集群、撰写文档。第三阶段：模型具备“职场经验”，能够理解复杂代码库的上下文并设定技术方向。Amodei预测，在1-3年内，AI将能够胜任高级软件工程师的所有职责。“这并不意味着工程师会失业，而是生产力的巨大爆发。现在的模型能做到的不仅是补全代码，而是直接接管GPU内核编写等高难度任务。”","news_type":1,"symbols_score_info":{"AI":0.9}},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":495664142357360,"gmtCreate":1762042702035,"gmtModify":1762042704527,"author":{"id":"3512565093501867","authorId":"3512565093501867","name":"skyteeth","avatar":"https://static.tigerbbs.com/d5456f2b4b0b4aefa5ca236830c6e715","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512565093501867","authorIdStr":"3512565093501867"},"themes":[],"title":"","htmlText":"不是卖了苹果了吗？又追高买进去了？","listText":"不是卖了苹果了吗？又追高买进去了？","text":"不是卖了苹果了吗？又追高买进去了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/495664142357360","repostId":"1190048355","repostType":2,"repost":{"id":"1190048355","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1761998505,"share":"https://www.laohu8.com/m/news/1190048355?lang=zh_CN&edition=full","pubTime":"2025-11-01 20:01","market":"us","language":"zh","title":"伯克希尔Q3运营利润大增34%，现金储备3816.7亿美元再创纪录","url":"https://stock-news.laohu8.com/highlight/detail?id=1190048355","media":"老虎资讯综合","summary":"11月1日，$伯克希尔(BRK.A)$哈撒韦A发布2025年第三季度业绩。财报显示，第三季度营收949.72亿美元，上年同期929.95亿美元，市场预期915.5亿美元；净利润307.96亿美元，上年同期262.51亿美元，市场预期127.3亿美元。","content":"<html><head></head><body><p>11月1日，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>发布2025年第三季度业绩。财报显示，第三季度营收949.72亿美元，上年同期929.95亿美元，市场预期915.5亿美元；净利润307.96亿美元，上年同期262.51亿美元，市场预期127.3亿美元；每股收益14.28美元，上年同期12.18美元，市场预期5.89美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3d9c2659c22f1e802768ca6798429c4\" title=\"\" tg-width=\"744\" tg-height=\"738\"/></p><p>第三季度营业利润为134.9亿美元，去年同期为100.9亿美元。</p><p>第三季度末现金储备达到创纪录的3816.7亿美元。</p><p>公司第三季度投资净收益为173.11亿美元，去年同期为161.61亿美元。</p><p>公司在三季度已连续第12个季度成为股票净卖方。</p><p>截至2025年9月30日，公司已发行1,438,223股A类等值流通股。</p><p>伯克希尔哈撒韦：多年来，我们的股权投资一直集中在少数几家公司。截至2025年9月30日及2024年12月31日，我们五大持股的公允价值分别占股权投资总公允价值的66%和71%。这两个时点的五大持仓公司均为：美国运通、苹果、美国银行、可口可乐以及雪佛龙。截至2025年9月30日，我们持有美国运通公司1.516亿股普通股，占其流通普通股的22.0%。</p><p>此外，三季度我们还持有西方石油公司的普通股。截至2025年9月30日，我们持有卡夫亨氏27.5%的流通普通股以及西方石油26.9%的流通普通股。</p><p>在第三季度和10月的前20天没有回购任何本公司的股票。</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>伯克希尔Q3运营利润大增34%，现金储备3816.7亿美元再创纪录</title>\n<style 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}\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伯克希尔Q3运营利润大增34%，现金储备3816.7亿美元再创纪录\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-11-01 20:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月1日，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>发布2025年第三季度业绩。财报显示，第三季度营收949.72亿美元，上年同期929.95亿美元，市场预期915.5亿美元；净利润307.96亿美元，上年同期262.51亿美元，市场预期127.3亿美元；每股收益14.28美元，上年同期12.18美元，市场预期5.89美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3d9c2659c22f1e802768ca6798429c4\" title=\"\" tg-width=\"744\" tg-height=\"738\"/></p><p>第三季度营业利润为134.9亿美元，去年同期为100.9亿美元。</p><p>第三季度末现金储备达到创纪录的3816.7亿美元。</p><p>公司第三季度投资净收益为173.11亿美元，去年同期为161.61亿美元。</p><p>公司在三季度已连续第12个季度成为股票净卖方。</p><p>截至2025年9月30日，公司已发行1,438,223股A类等值流通股。</p><p>伯克希尔哈撒韦：多年来，我们的股权投资一直集中在少数几家公司。截至2025年9月30日及2024年12月31日，我们五大持股的公允价值分别占股权投资总公允价值的66%和71%。这两个时点的五大持仓公司均为：美国运通、苹果、美国银行、可口可乐以及雪佛龙。截至2025年9月30日，我们持有美国运通公司1.516亿股普通股，占其流通普通股的22.0%。</p><p>此外，三季度我们还持有西方石油公司的普通股。截至2025年9月30日，我们持有卡夫亨氏27.5%的流通普通股以及西方石油26.9%的流通普通股。</p><p>在第三季度和10月的前20天没有回购任何本公司的股票。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4176":"多领域控股","BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190048355","content_text":"11月1日，伯克希尔发布2025年第三季度业绩。财报显示，第三季度营收949.72亿美元，上年同期929.95亿美元，市场预期915.5亿美元；净利润307.96亿美元，上年同期262.51亿美元，市场预期127.3亿美元；每股收益14.28美元，上年同期12.18美元，市场预期5.89美元。第三季度营业利润为134.9亿美元，去年同期为100.9亿美元。第三季度末现金储备达到创纪录的3816.7亿美元。公司第三季度投资净收益为173.11亿美元，去年同期为161.61亿美元。公司在三季度已连续第12个季度成为股票净卖方。截至2025年9月30日，公司已发行1,438,223股A类等值流通股。伯克希尔哈撒韦：多年来，我们的股权投资一直集中在少数几家公司。截至2025年9月30日及2024年12月31日，我们五大持股的公允价值分别占股权投资总公允价值的66%和71%。这两个时点的五大持仓公司均为：美国运通、苹果、美国银行、可口可乐以及雪佛龙。截至2025年9月30日，我们持有美国运通公司1.516亿股普通股，占其流通普通股的22.0%。此外，三季度我们还持有西方石油公司的普通股。截至2025年9月30日，我们持有卡夫亨氏27.5%的流通普通股以及西方石油26.9%的流通普通股。在第三季度和10月的前20天没有回购任何本公司的股票。","news_type":1,"symbols_score_info":{"BRK.A":1.5,"BRK.B":2}},"isVote":1,"tweetType":1,"viewCount":1956,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553522987629192","authorId":"3553522987629192","name":"王林牛肉面","avatar":"https://static.tigerbbs.com/505a98e061d773d46e713b2eaf0fe6f4","crmLevel":1,"crmLevelSwitch":1,"idStr":"3553522987629192","authorIdStr":"3553522987629192"},"content":"没追，本来货就很多，本都负数了。","text":"没追，本来货就很多，本都负数了。","html":"没追，本来货就很多，本都负数了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492886432088512,"gmtCreate":1761354628671,"gmtModify":1761354631102,"author":{"id":"3512565093501867","authorId":"3512565093501867","name":"skyteeth","avatar":"https://static.tigerbbs.com/d5456f2b4b0b4aefa5ca236830c6e715","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512565093501867","authorIdStr":"3512565093501867"},"themes":[],"htmlText":"苹果为什么不收购呢","listText":"苹果为什么不收购呢","text":"苹果为什么不收购呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492886432088512","repostId":"2577959787","repostType":2,"repost":{"id":"2577959787","kind":"news","pubTimestamp":1761298028,"share":"https://www.laohu8.com/m/news/2577959787?lang=zh_CN&edition=full","pubTime":"2025-10-24 17:27","market":"us","language":"zh","title":"【DOIT日报】剑指AI原生OS：OpenAI收购SAI，挑战苹果微软的野心藏不住了","url":"https://stock-news.laohu8.com/highlight/detail?id=2577959787","media":"DOIT传媒","summary":"DOIT日报前沿当OpenAI宣布收购Mac端AI工具开发商Software Applications时，整个科技圈炸开了锅。真正打动OpenAI的，是SAI的核心产品Sky。目前，OpenAI的估值已达5000亿美元，强大的资金实力为其并购战略提供了支撑。而此次收购SAI，更是精准补全了系统级集成的关键一环。结语OpenAI收购SAI的背后，是一场关于未来人机交互方式的革命。","content":"<html><body><article><p><strong>DOIT</strong></p><p><strong>日报</strong></p><p><strong>前沿</strong></p><p>当OpenAI宣布收购Mac端AI工具开发商Software Applications（SAI）时，整个科技圈炸开了锅。网友调侃：“刚跟<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>掰完手腕，又敢动<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的奶酪，现在连大股东<a href=\"https://laohu8.com/S/MSFT\">微软</a>都不放在眼里了？” 这场看似普通的收购，实则是OpenAI的战略宣言——它要将ChatGPT从一个对话工具，升级为掌控桌面端的AI原生操作系统核心，一场颠覆人机交互规则的战争已然打响。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024181202351v206gnhb4s8723k\"/><p>视频速览</p><p><strong>一、收购核心：被OpenAI</strong></p><p><strong>“震撼”的技术与苹果基因团队</strong></p><p>OpenAI此次收购的标的，藏着两大关键价值：一款名为Sky的革命性AI工具，以及一支深耕苹果生态的顶级团队。SAI成立于2023年，三位联合创始人清一色出自苹果——CEO Ari Weinstein与CTO Conrad Kramer曾创办Workflow，被苹果收购后演化成如今的“快捷指令”技术；COO Kim Beverett在苹果任职近10年，主导过Safari、FaceTime、邮件等核心产品线的研发。这样的<a href=\"https://laohu8.com/S/DLX\">豪华</a>阵容，让SAI对Mac系统的理解远超普通初创公司。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024181209808v206xzqcjhpcohg\"/><p>真正打动OpenAI的，是SAI的核心产品Sky。这款尚未公开上线的AI助手，以悬浮界面覆盖在Mac桌面之上，既能“看懂”屏幕内容、理解上下文，又能直接操作用户的本地应用——从打开文件、总结邮件，到生成报告、执行系统命令，全程无需用户手动介入。用ChatGPT负责人Nick Turley的话说：“当看到Sky演示时，我被彻底震撼了，它把我们‘让AI执行任务’的空想变成了现实。”</p><p>值得一提的是，SAI此前已获得650万美元种子轮融资，投资方就包括OpenAI CEO山姆·奥尔特曼，这场收购更像是一场“蓄谋已久的深度合作”。按照计划，Sky的技术将全面整合进ChatGPT桌面版，SAI的12人团队也将整体加入，加速OpenAI“AI嵌入日常工具”的布局。</p><p><strong>二、战略野心：从“对话工具”到“AI原生操作系统”</strong></p><p>如果说过去的ChatGPT是“能聊天的助手”，那么OpenAI想要打造的，是“能干活的系统中枢”。此次收购的核心战略意义，在于推动ChatGPT从“回应指令”向“完成任务”跨越——这正是AI原生操作系统的核心雏形。</p><p>传统操作系统中，AI只是独立应用；而OpenAI设想的未来里，AI将成为操作系统的“意图中枢”。用户无需学习复杂操作，只需用自然语言表达需求，ChatGPT就能主动理解屏幕内容、调用对应应用、自动化完成工作流。比如，用户说“整理今天的会议纪要并发送给参会者”，AI会自动提取视频会议中的关键信息、生成文档、同步到邮件客户端并精准发送，全程无需用户点击任何按钮。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024181216287v206ynb9cet3x7j\"/><p>Sky的技术恰好填补了ChatGPT的短板。它的悬浮界面设计打破了应用壁垒，系统级集成能力让AI能深度操控Mac生态，这与OpenAI的愿景完美契合。正如Nick Turley所言：“操作本地应用是ChatGPT进化的关键一步，我们要构建一个AI真正融入日常工具的未来。” 结合OpenAI此前在多模态领域的突破——GPT-5的理解能力与Sora的视频生成能力，ChatGPT正逐步获得“视听+执行”的全链条能力，距离成为系统级入口越来越近。</p><p><strong>三、多方博弈：同时挑战苹果与微软的“危险游戏”</strong></p><p>OpenAI的野心，注定要同时搅动苹果和微软的利益版图。对苹果而言，Mac生态向来是封闭的“护城河”，而Sky的系统级操控能力，相当于让OpenAI撬开了苹果的“后门”。网友直言：“苹果自己的AI做得一塌糊涂，现在OpenAI带着前苹果核心团队来抢饭碗，这下库克该坐不住了。” 更关键的是，SAI团队对苹果生态的熟悉度，能帮助OpenAI快速突破Mac系统的技术壁垒，直接威胁苹果在桌面端的主导地位。</p><p>而对大股东微软来说，这场收购更像是“养虎为患”。作为OpenAI最大的投资方和云合作伙伴，微软一直将ChatGPT视为巩固Windows生态的重要抓手。但OpenAI近期的一系列操作却处处“无视”微软——推出Mac专属浏览器、与前苹果设计师Jony Ive合作开发AI硬件，如今又收购Mac系统集成公司，每一步都在向苹果生态倾斜。网友调侃：“微软是唯一给‘离家出走的孩子’付学费的家长。”</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024181217624v2063ltaej90o6o\"/><p>微软的反击来得迅速而猛烈。就在OpenAI宣布收购的同一天，微软发布新版Copilot，一次性推出12项“人性化AI”新功能，全面升级自家AI浏览器；微软AI CEO Mustafa Suleyman更是公开“开炮”，暗指OpenAI“没底线”，强调微软绝不会涉足成人服务等危险领域，疑似回应此前奥尔特曼“OpenAI下海”的言论。这场曾经的“亲密伙伴”，如今已悄然站到竞争对立面。</p><p><strong>四、并购加速：OpenAI的生态扩张之路</strong></p><p>收购SAI并非偶然，而是OpenAI“技术+人才”双轨并购战略的延续。今年以来，OpenAI的扩张步伐明显加快：以65亿美元收购Jony Ive创办的AI硬件公司io，补全硬件生态短板；以11亿美元收购产品测试公司Statsig，提升产品迭代效率；再加上多起小型技术收购，OpenAI正通过并购快速完善从软件到硬件、从技术到应用的全链条能力。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024181218591v20695ury1a0vk9\"/><p>目前，OpenAI的估值已达5000亿美元，强大的资金实力为其并购战略提供了支撑。而此次收购SAI，更是精准补全了系统级集成的关键一环。随着Sky技术的融入，ChatGPT将实现从云端交互到本地实操的跨越，进一步拉开与其他AI助手的差距。</p><p><strong>结语</strong></p><p>OpenAI收购SAI的背后，是一场关于未来人机交互方式的革命。当ChatGPT从“对话窗口”进化为“系统中枢”，当AI不再只是回答问题而是主动完成任务，传统操作系统的定义将被彻底改写。过去十年，苹果和微软主导了桌面计算时代；而未来十年，谁能打造出真正的AI原生操作系统，谁就可能掌控新的科技霸权。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024181219945v206fzpfp0rmedz\"/><p>对OpenAI而言，这场挑战充满风险——既要突破苹果的生态壁垒，又要应对微软的反击，还要平衡商业化与技术创新的节奏。但不可否认的是，它已经迈出了关键一步。当Sky的悬浮界面最终融入ChatGPT，当用户只需一句话就能让电脑完成复杂任务，我们或许会发现：一场比移动互联网更深刻的变革，已经悄然到来。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024181222117v206oueen23ry65\"/><p>回溯 2005 年，DOIT 传媒举办首届 “存储峰会”，自此便与中国数据存储领域共成长。20 年间，行业从萌芽走向蓬勃，我们的峰会也迎来第 21 届新起点。</p><p>如今生成式 AI 浪潮席卷，RAG 与智能体加速落地企业场景，数据的核心价值愈发凸显。面对爆发式增长的数据量与复杂的应用需求，如何高效存储、管理数据，释放其背后的巨大潜能，成为企业智能化转型的关键课题。</p><p>11 月 18 日，以 “释放数据潜能，加速智能涌现” 为主题的 2025 中国数据与存储峰会将在北京启幕。届时，我们将与行业同仁共探 AI 时代数据基础设施演进、存储技术创新与智能应用实践，一同把握智能浪潮下的新机遇，诚邀您的莅临！</p></article></body></html>","source":"tencent","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>【DOIT日报】剑指AI原生OS：OpenAI收购SAI，挑战苹果微软的野心藏不住了</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 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class=\"title\">\n【DOIT日报】剑指AI原生OS：OpenAI收购SAI，挑战苹果微软的野心藏不住了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-24 17:27 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251024181248a6cbd9c5&s=b><strong>DOIT传媒</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>DOIT日报前沿当OpenAI宣布收购Mac端AI工具开发商Software Applications（SAI）时，整个科技圈炸开了锅。网友调侃：“刚跟谷歌掰完手腕，又敢动苹果的奶酪，现在连大股东微软都不放在眼里了？” 这场看似普通的收购，实则是OpenAI的战略宣言——它要将ChatGPT从一个对话工具，升级为掌控桌面端的AI原生操作系统核心，一场颠覆人机交互规则的战争已然打响。视频速览一、收购...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251024181248a6cbd9c5&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","BK4528":"SaaS概念","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251024181248a6cbd9c5&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2577959787","content_text":"DOIT日报前沿当OpenAI宣布收购Mac端AI工具开发商Software Applications（SAI）时，整个科技圈炸开了锅。网友调侃：“刚跟谷歌掰完手腕，又敢动苹果的奶酪，现在连大股东微软都不放在眼里了？” 这场看似普通的收购，实则是OpenAI的战略宣言——它要将ChatGPT从一个对话工具，升级为掌控桌面端的AI原生操作系统核心，一场颠覆人机交互规则的战争已然打响。视频速览一、收购核心：被OpenAI“震撼”的技术与苹果基因团队OpenAI此次收购的标的，藏着两大关键价值：一款名为Sky的革命性AI工具，以及一支深耕苹果生态的顶级团队。SAI成立于2023年，三位联合创始人清一色出自苹果——CEO Ari Weinstein与CTO Conrad Kramer曾创办Workflow，被苹果收购后演化成如今的“快捷指令”技术；COO Kim Beverett在苹果任职近10年，主导过Safari、FaceTime、邮件等核心产品线的研发。这样的豪华阵容，让SAI对Mac系统的理解远超普通初创公司。真正打动OpenAI的，是SAI的核心产品Sky。这款尚未公开上线的AI助手，以悬浮界面覆盖在Mac桌面之上，既能“看懂”屏幕内容、理解上下文，又能直接操作用户的本地应用——从打开文件、总结邮件，到生成报告、执行系统命令，全程无需用户手动介入。用ChatGPT负责人Nick Turley的话说：“当看到Sky演示时，我被彻底震撼了，它把我们‘让AI执行任务’的空想变成了现实。”值得一提的是，SAI此前已获得650万美元种子轮融资，投资方就包括OpenAI CEO山姆·奥尔特曼，这场收购更像是一场“蓄谋已久的深度合作”。按照计划，Sky的技术将全面整合进ChatGPT桌面版，SAI的12人团队也将整体加入，加速OpenAI“AI嵌入日常工具”的布局。二、战略野心：从“对话工具”到“AI原生操作系统”如果说过去的ChatGPT是“能聊天的助手”，那么OpenAI想要打造的，是“能干活的系统中枢”。此次收购的核心战略意义，在于推动ChatGPT从“回应指令”向“完成任务”跨越——这正是AI原生操作系统的核心雏形。传统操作系统中，AI只是独立应用；而OpenAI设想的未来里，AI将成为操作系统的“意图中枢”。用户无需学习复杂操作，只需用自然语言表达需求，ChatGPT就能主动理解屏幕内容、调用对应应用、自动化完成工作流。比如，用户说“整理今天的会议纪要并发送给参会者”，AI会自动提取视频会议中的关键信息、生成文档、同步到邮件客户端并精准发送，全程无需用户点击任何按钮。Sky的技术恰好填补了ChatGPT的短板。它的悬浮界面设计打破了应用壁垒，系统级集成能力让AI能深度操控Mac生态，这与OpenAI的愿景完美契合。正如Nick Turley所言：“操作本地应用是ChatGPT进化的关键一步，我们要构建一个AI真正融入日常工具的未来。” 结合OpenAI此前在多模态领域的突破——GPT-5的理解能力与Sora的视频生成能力，ChatGPT正逐步获得“视听+执行”的全链条能力，距离成为系统级入口越来越近。三、多方博弈：同时挑战苹果与微软的“危险游戏”OpenAI的野心，注定要同时搅动苹果和微软的利益版图。对苹果而言，Mac生态向来是封闭的“护城河”，而Sky的系统级操控能力，相当于让OpenAI撬开了苹果的“后门”。网友直言：“苹果自己的AI做得一塌糊涂，现在OpenAI带着前苹果核心团队来抢饭碗，这下库克该坐不住了。” 更关键的是，SAI团队对苹果生态的熟悉度，能帮助OpenAI快速突破Mac系统的技术壁垒，直接威胁苹果在桌面端的主导地位。而对大股东微软来说，这场收购更像是“养虎为患”。作为OpenAI最大的投资方和云合作伙伴，微软一直将ChatGPT视为巩固Windows生态的重要抓手。但OpenAI近期的一系列操作却处处“无视”微软——推出Mac专属浏览器、与前苹果设计师Jony Ive合作开发AI硬件，如今又收购Mac系统集成公司，每一步都在向苹果生态倾斜。网友调侃：“微软是唯一给‘离家出走的孩子’付学费的家长。”微软的反击来得迅速而猛烈。就在OpenAI宣布收购的同一天，微软发布新版Copilot，一次性推出12项“人性化AI”新功能，全面升级自家AI浏览器；微软AI CEO Mustafa Suleyman更是公开“开炮”，暗指OpenAI“没底线”，强调微软绝不会涉足成人服务等危险领域，疑似回应此前奥尔特曼“OpenAI下海”的言论。这场曾经的“亲密伙伴”，如今已悄然站到竞争对立面。四、并购加速：OpenAI的生态扩张之路收购SAI并非偶然，而是OpenAI“技术+人才”双轨并购战略的延续。今年以来，OpenAI的扩张步伐明显加快：以65亿美元收购Jony Ive创办的AI硬件公司io，补全硬件生态短板；以11亿美元收购产品测试公司Statsig，提升产品迭代效率；再加上多起小型技术收购，OpenAI正通过并购快速完善从软件到硬件、从技术到应用的全链条能力。目前，OpenAI的估值已达5000亿美元，强大的资金实力为其并购战略提供了支撑。而此次收购SAI，更是精准补全了系统级集成的关键一环。随着Sky技术的融入，ChatGPT将实现从云端交互到本地实操的跨越，进一步拉开与其他AI助手的差距。结语OpenAI收购SAI的背后，是一场关于未来人机交互方式的革命。当ChatGPT从“对话窗口”进化为“系统中枢”，当AI不再只是回答问题而是主动完成任务，传统操作系统的定义将被彻底改写。过去十年，苹果和微软主导了桌面计算时代；而未来十年，谁能打造出真正的AI原生操作系统，谁就可能掌控新的科技霸权。对OpenAI而言，这场挑战充满风险——既要突破苹果的生态壁垒，又要应对微软的反击，还要平衡商业化与技术创新的节奏。但不可否认的是，它已经迈出了关键一步。当Sky的悬浮界面最终融入ChatGPT，当用户只需一句话就能让电脑完成复杂任务，我们或许会发现：一场比移动互联网更深刻的变革，已经悄然到来。回溯 2005 年，DOIT 传媒举办首届 “存储峰会”，自此便与中国数据存储领域共成长。20 年间，行业从萌芽走向蓬勃，我们的峰会也迎来第 21 届新起点。如今生成式 AI 浪潮席卷，RAG 与智能体加速落地企业场景，数据的核心价值愈发凸显。面对爆发式增长的数据量与复杂的应用需求，如何高效存储、管理数据，释放其背后的巨大潜能，成为企业智能化转型的关键课题。11 月 18 日，以 “释放数据潜能，加速智能涌现” 为主题的 2025 中国数据与存储峰会将在北京启幕。届时，我们将与行业同仁共探 AI 时代数据基础设施演进、存储技术创新与智能应用实践，一同把握智能浪潮下的新机遇，诚邀您的莅临！","news_type":1,"symbols_score_info":{"AAPL":0.9,"MSFT":1.5,"MACW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492884503757256,"gmtCreate":1761354407638,"gmtModify":1761354409980,"author":{"id":"3512565093501867","authorId":"3512565093501867","name":"skyteeth","avatar":"https://static.tigerbbs.com/d5456f2b4b0b4aefa5ca236830c6e715","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512565093501867","authorIdStr":"3512565093501867"},"themes":[],"htmlText":"和苹果的跨应用操作类似","listText":"和苹果的跨应用操作类似","text":"和苹果的跨应用操作类似","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492884503757256","repostId":"2577959787","repostType":2,"repost":{"id":"2577959787","kind":"news","pubTimestamp":1761298028,"share":"https://www.laohu8.com/m/news/2577959787?lang=zh_CN&edition=full","pubTime":"2025-10-24 17:27","market":"us","language":"zh","title":"【DOIT日报】剑指AI原生OS：OpenAI收购SAI，挑战苹果微软的野心藏不住了","url":"https://stock-news.laohu8.com/highlight/detail?id=2577959787","media":"DOIT传媒","summary":"DOIT日报前沿当OpenAI宣布收购Mac端AI工具开发商Software Applications时，整个科技圈炸开了锅。真正打动OpenAI的，是SAI的核心产品Sky。目前，OpenAI的估值已达5000亿美元，强大的资金实力为其并购战略提供了支撑。而此次收购SAI，更是精准补全了系统级集成的关键一环。结语OpenAI收购SAI的背后，是一场关于未来人机交互方式的革命。","content":"<html><body><article><p><strong>DOIT</strong></p><p><strong>日报</strong></p><p><strong>前沿</strong></p><p>当OpenAI宣布收购Mac端AI工具开发商Software Applications（SAI）时，整个科技圈炸开了锅。网友调侃：“刚跟<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>掰完手腕，又敢动<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的奶酪，现在连大股东<a href=\"https://laohu8.com/S/MSFT\">微软</a>都不放在眼里了？” 这场看似普通的收购，实则是OpenAI的战略宣言——它要将ChatGPT从一个对话工具，升级为掌控桌面端的AI原生操作系统核心，一场颠覆人机交互规则的战争已然打响。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024181202351v206gnhb4s8723k\"/><p>视频速览</p><p><strong>一、收购核心：被OpenAI</strong></p><p><strong>“震撼”的技术与苹果基因团队</strong></p><p>OpenAI此次收购的标的，藏着两大关键价值：一款名为Sky的革命性AI工具，以及一支深耕苹果生态的顶级团队。SAI成立于2023年，三位联合创始人清一色出自苹果——CEO Ari Weinstein与CTO Conrad Kramer曾创办Workflow，被苹果收购后演化成如今的“快捷指令”技术；COO Kim Beverett在苹果任职近10年，主导过Safari、FaceTime、邮件等核心产品线的研发。这样的<a href=\"https://laohu8.com/S/DLX\">豪华</a>阵容，让SAI对Mac系统的理解远超普通初创公司。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024181209808v206xzqcjhpcohg\"/><p>真正打动OpenAI的，是SAI的核心产品Sky。这款尚未公开上线的AI助手，以悬浮界面覆盖在Mac桌面之上，既能“看懂”屏幕内容、理解上下文，又能直接操作用户的本地应用——从打开文件、总结邮件，到生成报告、执行系统命令，全程无需用户手动介入。用ChatGPT负责人Nick Turley的话说：“当看到Sky演示时，我被彻底震撼了，它把我们‘让AI执行任务’的空想变成了现实。”</p><p>值得一提的是，SAI此前已获得650万美元种子轮融资，投资方就包括OpenAI CEO山姆·奥尔特曼，这场收购更像是一场“蓄谋已久的深度合作”。按照计划，Sky的技术将全面整合进ChatGPT桌面版，SAI的12人团队也将整体加入，加速OpenAI“AI嵌入日常工具”的布局。</p><p><strong>二、战略野心：从“对话工具”到“AI原生操作系统”</strong></p><p>如果说过去的ChatGPT是“能聊天的助手”，那么OpenAI想要打造的，是“能干活的系统中枢”。此次收购的核心战略意义，在于推动ChatGPT从“回应指令”向“完成任务”跨越——这正是AI原生操作系统的核心雏形。</p><p>传统操作系统中，AI只是独立应用；而OpenAI设想的未来里，AI将成为操作系统的“意图中枢”。用户无需学习复杂操作，只需用自然语言表达需求，ChatGPT就能主动理解屏幕内容、调用对应应用、自动化完成工作流。比如，用户说“整理今天的会议纪要并发送给参会者”，AI会自动提取视频会议中的关键信息、生成文档、同步到邮件客户端并精准发送，全程无需用户点击任何按钮。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024181216287v206ynb9cet3x7j\"/><p>Sky的技术恰好填补了ChatGPT的短板。它的悬浮界面设计打破了应用壁垒，系统级集成能力让AI能深度操控Mac生态，这与OpenAI的愿景完美契合。正如Nick Turley所言：“操作本地应用是ChatGPT进化的关键一步，我们要构建一个AI真正融入日常工具的未来。” 结合OpenAI此前在多模态领域的突破——GPT-5的理解能力与Sora的视频生成能力，ChatGPT正逐步获得“视听+执行”的全链条能力，距离成为系统级入口越来越近。</p><p><strong>三、多方博弈：同时挑战苹果与微软的“危险游戏”</strong></p><p>OpenAI的野心，注定要同时搅动苹果和微软的利益版图。对苹果而言，Mac生态向来是封闭的“护城河”，而Sky的系统级操控能力，相当于让OpenAI撬开了苹果的“后门”。网友直言：“苹果自己的AI做得一塌糊涂，现在OpenAI带着前苹果核心团队来抢饭碗，这下库克该坐不住了。” 更关键的是，SAI团队对苹果生态的熟悉度，能帮助OpenAI快速突破Mac系统的技术壁垒，直接威胁苹果在桌面端的主导地位。</p><p>而对大股东微软来说，这场收购更像是“养虎为患”。作为OpenAI最大的投资方和云合作伙伴，微软一直将ChatGPT视为巩固Windows生态的重要抓手。但OpenAI近期的一系列操作却处处“无视”微软——推出Mac专属浏览器、与前苹果设计师Jony Ive合作开发AI硬件，如今又收购Mac系统集成公司，每一步都在向苹果生态倾斜。网友调侃：“微软是唯一给‘离家出走的孩子’付学费的家长。”</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024181217624v2063ltaej90o6o\"/><p>微软的反击来得迅速而猛烈。就在OpenAI宣布收购的同一天，微软发布新版Copilot，一次性推出12项“人性化AI”新功能，全面升级自家AI浏览器；微软AI CEO Mustafa Suleyman更是公开“开炮”，暗指OpenAI“没底线”，强调微软绝不会涉足成人服务等危险领域，疑似回应此前奥尔特曼“OpenAI下海”的言论。这场曾经的“亲密伙伴”，如今已悄然站到竞争对立面。</p><p><strong>四、并购加速：OpenAI的生态扩张之路</strong></p><p>收购SAI并非偶然，而是OpenAI“技术+人才”双轨并购战略的延续。今年以来，OpenAI的扩张步伐明显加快：以65亿美元收购Jony Ive创办的AI硬件公司io，补全硬件生态短板；以11亿美元收购产品测试公司Statsig，提升产品迭代效率；再加上多起小型技术收购，OpenAI正通过并购快速完善从软件到硬件、从技术到应用的全链条能力。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024181218591v20695ury1a0vk9\"/><p>目前，OpenAI的估值已达5000亿美元，强大的资金实力为其并购战略提供了支撑。而此次收购SAI，更是精准补全了系统级集成的关键一环。随着Sky技术的融入，ChatGPT将实现从云端交互到本地实操的跨越，进一步拉开与其他AI助手的差距。</p><p><strong>结语</strong></p><p>OpenAI收购SAI的背后，是一场关于未来人机交互方式的革命。当ChatGPT从“对话窗口”进化为“系统中枢”，当AI不再只是回答问题而是主动完成任务，传统操作系统的定义将被彻底改写。过去十年，苹果和微软主导了桌面计算时代；而未来十年，谁能打造出真正的AI原生操作系统，谁就可能掌控新的科技霸权。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024181219945v206fzpfp0rmedz\"/><p>对OpenAI而言，这场挑战充满风险——既要突破苹果的生态壁垒，又要应对微软的反击，还要平衡商业化与技术创新的节奏。但不可否认的是，它已经迈出了关键一步。当Sky的悬浮界面最终融入ChatGPT，当用户只需一句话就能让电脑完成复杂任务，我们或许会发现：一场比移动互联网更深刻的变革，已经悄然到来。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024181222117v206oueen23ry65\"/><p>回溯 2005 年，DOIT 传媒举办首届 “存储峰会”，自此便与中国数据存储领域共成长。20 年间，行业从萌芽走向蓬勃，我们的峰会也迎来第 21 届新起点。</p><p>如今生成式 AI 浪潮席卷，RAG 与智能体加速落地企业场景，数据的核心价值愈发凸显。面对爆发式增长的数据量与复杂的应用需求，如何高效存储、管理数据，释放其背后的巨大潜能，成为企业智能化转型的关键课题。</p><p>11 月 18 日，以 “释放数据潜能，加速智能涌现” 为主题的 2025 中国数据与存储峰会将在北京启幕。届时，我们将与行业同仁共探 AI 时代数据基础设施演进、存储技术创新与智能应用实践，一同把握智能浪潮下的新机遇，诚邀您的莅临！</p></article></body></html>","source":"tencent","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>【DOIT日报】剑指AI原生OS：OpenAI收购SAI，挑战苹果微软的野心藏不住了</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 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class=\"title\">\n【DOIT日报】剑指AI原生OS：OpenAI收购SAI，挑战苹果微软的野心藏不住了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-24 17:27 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251024181248a6cbd9c5&s=b><strong>DOIT传媒</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>DOIT日报前沿当OpenAI宣布收购Mac端AI工具开发商Software Applications（SAI）时，整个科技圈炸开了锅。网友调侃：“刚跟谷歌掰完手腕，又敢动苹果的奶酪，现在连大股东微软都不放在眼里了？” 这场看似普通的收购，实则是OpenAI的战略宣言——它要将ChatGPT从一个对话工具，升级为掌控桌面端的AI原生操作系统核心，一场颠覆人机交互规则的战争已然打响。视频速览一、收购...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251024181248a6cbd9c5&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","BK4528":"SaaS概念","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251024181248a6cbd9c5&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2577959787","content_text":"DOIT日报前沿当OpenAI宣布收购Mac端AI工具开发商Software Applications（SAI）时，整个科技圈炸开了锅。网友调侃：“刚跟谷歌掰完手腕，又敢动苹果的奶酪，现在连大股东微软都不放在眼里了？” 这场看似普通的收购，实则是OpenAI的战略宣言——它要将ChatGPT从一个对话工具，升级为掌控桌面端的AI原生操作系统核心，一场颠覆人机交互规则的战争已然打响。视频速览一、收购核心：被OpenAI“震撼”的技术与苹果基因团队OpenAI此次收购的标的，藏着两大关键价值：一款名为Sky的革命性AI工具，以及一支深耕苹果生态的顶级团队。SAI成立于2023年，三位联合创始人清一色出自苹果——CEO Ari Weinstein与CTO Conrad Kramer曾创办Workflow，被苹果收购后演化成如今的“快捷指令”技术；COO Kim Beverett在苹果任职近10年，主导过Safari、FaceTime、邮件等核心产品线的研发。这样的豪华阵容，让SAI对Mac系统的理解远超普通初创公司。真正打动OpenAI的，是SAI的核心产品Sky。这款尚未公开上线的AI助手，以悬浮界面覆盖在Mac桌面之上，既能“看懂”屏幕内容、理解上下文，又能直接操作用户的本地应用——从打开文件、总结邮件，到生成报告、执行系统命令，全程无需用户手动介入。用ChatGPT负责人Nick Turley的话说：“当看到Sky演示时，我被彻底震撼了，它把我们‘让AI执行任务’的空想变成了现实。”值得一提的是，SAI此前已获得650万美元种子轮融资，投资方就包括OpenAI CEO山姆·奥尔特曼，这场收购更像是一场“蓄谋已久的深度合作”。按照计划，Sky的技术将全面整合进ChatGPT桌面版，SAI的12人团队也将整体加入，加速OpenAI“AI嵌入日常工具”的布局。二、战略野心：从“对话工具”到“AI原生操作系统”如果说过去的ChatGPT是“能聊天的助手”，那么OpenAI想要打造的，是“能干活的系统中枢”。此次收购的核心战略意义，在于推动ChatGPT从“回应指令”向“完成任务”跨越——这正是AI原生操作系统的核心雏形。传统操作系统中，AI只是独立应用；而OpenAI设想的未来里，AI将成为操作系统的“意图中枢”。用户无需学习复杂操作，只需用自然语言表达需求，ChatGPT就能主动理解屏幕内容、调用对应应用、自动化完成工作流。比如，用户说“整理今天的会议纪要并发送给参会者”，AI会自动提取视频会议中的关键信息、生成文档、同步到邮件客户端并精准发送，全程无需用户点击任何按钮。Sky的技术恰好填补了ChatGPT的短板。它的悬浮界面设计打破了应用壁垒，系统级集成能力让AI能深度操控Mac生态，这与OpenAI的愿景完美契合。正如Nick Turley所言：“操作本地应用是ChatGPT进化的关键一步，我们要构建一个AI真正融入日常工具的未来。” 结合OpenAI此前在多模态领域的突破——GPT-5的理解能力与Sora的视频生成能力，ChatGPT正逐步获得“视听+执行”的全链条能力，距离成为系统级入口越来越近。三、多方博弈：同时挑战苹果与微软的“危险游戏”OpenAI的野心，注定要同时搅动苹果和微软的利益版图。对苹果而言，Mac生态向来是封闭的“护城河”，而Sky的系统级操控能力，相当于让OpenAI撬开了苹果的“后门”。网友直言：“苹果自己的AI做得一塌糊涂，现在OpenAI带着前苹果核心团队来抢饭碗，这下库克该坐不住了。” 更关键的是，SAI团队对苹果生态的熟悉度，能帮助OpenAI快速突破Mac系统的技术壁垒，直接威胁苹果在桌面端的主导地位。而对大股东微软来说，这场收购更像是“养虎为患”。作为OpenAI最大的投资方和云合作伙伴，微软一直将ChatGPT视为巩固Windows生态的重要抓手。但OpenAI近期的一系列操作却处处“无视”微软——推出Mac专属浏览器、与前苹果设计师Jony Ive合作开发AI硬件，如今又收购Mac系统集成公司，每一步都在向苹果生态倾斜。网友调侃：“微软是唯一给‘离家出走的孩子’付学费的家长。”微软的反击来得迅速而猛烈。就在OpenAI宣布收购的同一天，微软发布新版Copilot，一次性推出12项“人性化AI”新功能，全面升级自家AI浏览器；微软AI CEO Mustafa Suleyman更是公开“开炮”，暗指OpenAI“没底线”，强调微软绝不会涉足成人服务等危险领域，疑似回应此前奥尔特曼“OpenAI下海”的言论。这场曾经的“亲密伙伴”，如今已悄然站到竞争对立面。四、并购加速：OpenAI的生态扩张之路收购SAI并非偶然，而是OpenAI“技术+人才”双轨并购战略的延续。今年以来，OpenAI的扩张步伐明显加快：以65亿美元收购Jony Ive创办的AI硬件公司io，补全硬件生态短板；以11亿美元收购产品测试公司Statsig，提升产品迭代效率；再加上多起小型技术收购，OpenAI正通过并购快速完善从软件到硬件、从技术到应用的全链条能力。目前，OpenAI的估值已达5000亿美元，强大的资金实力为其并购战略提供了支撑。而此次收购SAI，更是精准补全了系统级集成的关键一环。随着Sky技术的融入，ChatGPT将实现从云端交互到本地实操的跨越，进一步拉开与其他AI助手的差距。结语OpenAI收购SAI的背后，是一场关于未来人机交互方式的革命。当ChatGPT从“对话窗口”进化为“系统中枢”，当AI不再只是回答问题而是主动完成任务，传统操作系统的定义将被彻底改写。过去十年，苹果和微软主导了桌面计算时代；而未来十年，谁能打造出真正的AI原生操作系统，谁就可能掌控新的科技霸权。对OpenAI而言，这场挑战充满风险——既要突破苹果的生态壁垒，又要应对微软的反击，还要平衡商业化与技术创新的节奏。但不可否认的是，它已经迈出了关键一步。当Sky的悬浮界面最终融入ChatGPT，当用户只需一句话就能让电脑完成复杂任务，我们或许会发现：一场比移动互联网更深刻的变革，已经悄然到来。回溯 2005 年，DOIT 传媒举办首届 “存储峰会”，自此便与中国数据存储领域共成长。20 年间，行业从萌芽走向蓬勃，我们的峰会也迎来第 21 届新起点。如今生成式 AI 浪潮席卷，RAG 与智能体加速落地企业场景，数据的核心价值愈发凸显。面对爆发式增长的数据量与复杂的应用需求，如何高效存储、管理数据，释放其背后的巨大潜能，成为企业智能化转型的关键课题。11 月 18 日，以 “释放数据潜能，加速智能涌现” 为主题的 2025 中国数据与存储峰会将在北京启幕。届时，我们将与行业同仁共探 AI 时代数据基础设施演进、存储技术创新与智能应用实践，一同把握智能浪潮下的新机遇，诚邀您的莅临！","news_type":1,"symbols_score_info":{"AAPL":0.9,"MSFT":1.5,"MACW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486801362682072,"gmtCreate":1759858721839,"gmtModify":1759858724108,"author":{"id":"3512565093501867","authorId":"3512565093501867","name":"skyteeth","avatar":"https://static.tigerbbs.com/d5456f2b4b0b4aefa5ca236830c6e715","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512565093501867","authorIdStr":"3512565093501867"},"themes":[],"htmlText":"搞技术的，能当得了ceo吗","listText":"搞技术的，能当得了ceo吗","text":"搞技术的，能当得了ceo吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486801362682072","repostId":"1192220658","repostType":2,"repost":{"id":"1192220658","kind":"news","pubTimestamp":1759816164,"share":"https://www.laohu8.com/m/news/1192220658?lang=zh_CN&edition=full","pubTime":"2025-10-07 13:49","market":"us","language":"zh","title":"4万亿帝国接班人浮出水面！苹果不需要另一个库克","url":"https://stock-news.laohu8.com/highlight/detail?id=1192220658","media":"新智元","summary":"但现在看来，让他接管整个AI部门的可能性微乎其微。尽管尚未做出决定，但他的离去将是苹果硬件领域的一次地震。下个月，库克将年满65岁。如今，这一预期在苹果内部已近乎成为共识。对于苹果董事会而言，这种长期的稳定性极具吸引力。而其他潜在候选人，大多已接近退休年龄。新一代将领已就位在这场高层权力的宏大叙事之下，苹果这部精密机器的齿轮仍在有条不紊地转动。","content":"<html><head></head><body><blockquote><p><strong>导读：</strong>当苹果公司CEO蒂姆·库克步入65岁，谁将接管这个近四万亿美元的科技帝国，成为外界关注的焦点。随着首席运营官等核心高管相继卸任或传出退休意向，一场高层权力洗牌已悄然展开。</p></blockquote><p style=\"text-align: justify;\">当所有人都在盯着库克何时退休时，一个价值近四万亿美元的终极问题正变得日益紧迫：</p><p>谁，将是苹果帝国的下一位继承人？</p><p style=\"text-align: justify;\">在帷幕之后，一个名字已被反复提及，一个身影被有意推向聚光灯下，一条通往王座的道路，也早已被精心铺就。</p><p style=\"text-align: justify;\">他就是约翰·特努斯（John Ternus），苹果现任硬件工程高级副总裁。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a8e75641ebdd555c84ad5162713a0431\" title=\"\" tg-width=\"1080\" tg-height=\"377\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/842f840115d8879f1c046b353886bbde\" title=\"\" tg-width=\"1080\" tg-height=\"831\"/></p><h2 id=\"id_136922354\">第一块多米诺骨牌，已经倒下</h2><p>过去十年，当竞争对手的高管层如走马灯般更迭时，由库克亲自挑选的执行官们却保持着一种近乎超然的稳定。</p><p style=\"text-align: justify;\">即便是功成名就的元老，也总能被他说服「再干一届」。</p><p style=\"text-align: justify;\">虽然曾痛失「设计之神」Jony Ive和「零售女王」Angela Ahrendts，但库克的核心圈子依然稳固。</p><ul style=\"\"><li><p>营销传奇Phil Schiller在2020年卸任CMO后，仍以「Apple Fellow」的身份，继续掌管着App Store的命脉和万众瞩目的产品发布会。</p></li><li><p>首席财务官Luca Maestri在2024年交棒后，也依然监管着公司的房地产和信息系统。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a64c1b849529d504884aeddef5ae831c\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"459\"/></p><p style=\"text-align: justify;\">然而，这种微妙的平衡无法永远持续。</p><p style=\"text-align: justify;\">第一块倒下的多米诺骨牌，是那个被外界普遍视为库克座下最无可争议的「王储」——首席运营官Jeff Williams。</p><p style=\"text-align: justify;\">作为运营大师，Williams是库克模式的完美继承者。</p><p style=\"text-align: justify;\">然而，今年7月，他悄然交出了运营职责，准备在年内正式卸任。</p><p style=\"text-align: justify;\">他的离去，将在苹果的权力结构图上留下一个巨大的真空，并宣告着一个时代的终结和一场继承者之战的开始。</p><h2 id=\"id_469543445\">扶不起的AI</h2><h2 id=\"id_2789603138\">芯片大师的最后乐章</h2><ul style=\"\"><li><p><strong>AI</strong></p></li></ul><p style=\"text-align: justify;\">首当其冲的，便是AI主管John Giannandrea。</p><p style=\"text-align: justify;\">他的部门不仅在推出「苹果智能」（Apple Intelligence）时举步维艰，而且还是在Siri的重大改革上栽了跟头，让这个曾经的智能助手变得愈发「智障」。</p><p style=\"text-align: justify;\">尽管Giannandrea在这次动荡中幸存了下来（代价是失去了部分职权），但苹果内部对AI领导层的不满已是公开的秘密。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/efb36c1bc5c68dc196ab27eafffcd269\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"445\"/></p><p style=\"text-align: justify;\">此前，被认为是潜在接班人的，是正在收拾Siri这个烂摊子的Vision Pro的缔造者——Mike Rockwell。</p><p style=\"text-align: justify;\">但现在看来，让他接管整个AI部门的可能性微乎其微。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b8a3ad43606e6cb685337daa9947d362\" title=\"\" tg-width=\"1024\" tg-height=\"576\"/></p><p style=\"text-align: justify;\">相反，苹果的高管们已经将目光投向了公司外部。</p><p style=\"text-align: justify;\">而其中一个目标，便是来自竞争对手Meta的一位高级AI主管。</p><p style=\"text-align: justify;\">近几个月，Meta的AI部门经历了剧烈重组，不仅聘请了明星高管Alexandr Wang，还成立了雄心勃勃的「超级智能实验室」。</p><p style=\"text-align: justify;\">任何剧烈的组织变革，都必然伴随着人才的流动。</p><p style=\"text-align: justify;\">而Meta的动荡，恰好成了苹果等竞争对手挖角的黄金窗口。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/593f203b0766d78de6579ba8d9c4f217\" title=\"\" tg-width=\"1080\" tg-height=\"607\"/></p><p style=\"text-align: justify;\">目前，这场招聘大戏将如何收场尚不可知，但苹果强化AI能力的决心已昭然若揭。</p><p style=\"text-align: justify;\">这可能意味着一次部门重组，甚至一笔惊人的收购。</p><p style=\"text-align: justify;\">但无论如何，在AI领域，一场巨变在所难免。</p><ul style=\"\"><li><p><strong>芯片</strong></p></li></ul><p style=\"text-align: justify;\">另一位可能接近谢幕的大佬，是Johny Srouji。</p><p style=\"text-align: justify;\">在这位作风强硬的传奇人物的带领下，苹果自研芯片团队创造的A系列和M系列芯片，一举成为了苹果无可匹敌的护城河。</p><p style=\"text-align: justify;\">最近发布的首款自研的蜂窝调制解调器，以及Wi-Fi和蓝牙二合一芯片，更是实现了历史性突破——成功摆脱了对高通等供应商的依赖。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3eff468e05175f65102b4a6831e83362\" title=\"\" tg-width=\"1080\" tg-height=\"608\"/></p><p style=\"text-align: justify;\">然而，这位芯片大师已向身边人透露，他正在评估自己的未来。</p><p style=\"text-align: justify;\">尽管尚未做出决定，但他的离去将是苹果硬件领域的一次地震。</p><p style=\"text-align: justify;\">据内部人士透露，接力棒最有可能传给两位得力干将：负责调制解调器等关键项目的Zongjian Chen，或是领导iPhone、iPad等核心设备处理器开发的Sri Santhanam。</p><ul style=\"\"><li><p><strong>华盛顿的「外交官」</strong></p></li></ul><p style=\"text-align: justify;\">与此同时，前美国国家环境保护局局长Lisa Jackson，也曾流露出退休之意。</p><p style=\"text-align: justify;\">这位在2013年被请来领导苹果环保项目的民主党人，职责范围早已扩展到政府事务、无障碍功能和社会公益。</p><p style=\"text-align: justify;\">随着特朗普再度入主白宫，她已选择退居幕后，将与新政府的斡旋交给自己麾下的副手们。</p><p style=\"text-align: justify;\">她的未来，也为这场高层洗牌增添了更多不确定性。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e6bc498b06c099e8a98e876cb8884cdc\" title=\"\" tg-width=\"1080\" tg-height=\"608\"/></p><h2 id=\"id_713528416\">谁将继承库克的王座？</h2><p>所有这些变动，最终都指向那个终极问题：当蒂姆·库克本人决定卸任时，谁将接过这个市值近4万亿美元的商业帝国？</p><p style=\"text-align: justify;\">下个月，库克将年满65岁。</p><p style=\"text-align: justify;\">随着Williams的离开，他身边已再无真正的二号人物。</p><p style=\"text-align: justify;\">对于任何一家公司而言，这都是一个令人不安的权力真空。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6358e065214c1e083107f869e009fad2\" title=\"\" tg-width=\"1080\" tg-height=\"608\"/></p><p style=\"text-align: justify;\">当那一天真正到来时，库克很可能会效仿杰夫·贝索斯、比尔·盖茨和拉里·埃里森等前辈，退居二线，担任董事会主席之类的角色。</p><p style=\"text-align: justify;\">但问题是，谁来负责苹果的日常运营？</p><p style=\"text-align: justify;\">在紧急情况下，新任COO Sabih Khan和零售主管Deirdre O’Brien无疑是可靠的「救火队员」。</p><p style=\"text-align: justify;\">但对于一场正式的、规划已久的CEO交接而言，所有人的目光都聚焦在了一个名字上——硬件工程主管，John Ternus。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/758df31b47bfab06da9dcca37b43bbdf\" title=\"\" tg-width=\"1080\" tg-height=\"679\"/></p><h2 id=\"id_3758896248\">「天选之子」的加冕</h2><p>去年，外界就开始猜测Ternus是库克的「指定接班人」。</p><p style=\"text-align: justify;\">如今，这一预期在苹果内部已近乎成为共识。</p><p style=\"text-align: justify;\">原因有三：</p><p style=\"text-align: justify;\"><strong>首先，他是「年龄最合适」的人选。</strong></p><p style=\"text-align: justify;\">Ternus现年50岁，与库克当年接替乔布斯时的年龄相仿。</p><p style=\"text-align: justify;\">如果一切顺利，他有潜力在CEO的位子上稳坐十年甚至更久。</p><p style=\"text-align: justify;\">对于苹果董事会而言，这种长期的稳定性极具吸引力。</p><p style=\"text-align: justify;\">而其他潜在候选人，大多已接近退休年龄。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e08f42f8196ac46fe6dca088a08fdcb3\" title=\"\" tg-width=\"1080\" tg-height=\"655\"/></p><p style=\"text-align: justify;\"><strong>其次，他是一位真正的「工程师」。</strong></p><p style=\"text-align: justify;\">苹果在库克时代，凭借卓越的运营能力，将产品线和收入推向了前所未有的高度。</p><p style=\"text-align: justify;\">但与此同时，公司在开拓新的重大技术领域时却显得步履蹒跚。混合现实（Vision Pro）、生成式AI、智能家居、自动驾驶汽车……这些项目或遭遇挫折，或进展缓慢。</p><p style=\"text-align: justify;\">董事会可能已经意识到，苹果的下一阶段，需要的不再是一位运营大师，而是一位能深刻理解产品和技术的领导者。</p><p style=\"text-align: justify;\">Ternus，这位硬件工程主管，正是这样的人。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/65af7c805bbf48183bb3870ddb106dde\" title=\"John Ternus毕业于宾大机械工程专业，2001年加入苹果，已经是一名入职近25年的老将了\" tg-width=\"1011\" tg-height=\"793\"/><span>John Ternus毕业于宾大机械工程专业，2001年加入苹果，已经是一名入职近25年的老将了</span></p><p style=\"text-align: justify;\"><strong>最后，他正在被「推上神坛」。</strong></p><p style=\"text-align: justify;\">Ternus不仅富有个人魅力，深受果粉推崇，更重要的是，他深得库克的信任。</p><p style=\"text-align: justify;\">库克近年来不断赋予他更多职责，使其影响力早已超越了硬件工程主管的传统范畴，成为产品路线图、功能和战略的核心决策者。</p><p style=\"text-align: justify;\">而且，苹果的公关和营销机器也正全力将他推向聚光灯下：</p><ul style=\"\"><li><p>苹果多年来首个重大的iPhone新设计——iPhone Air，是他发布的。</p></li><li><p>当iPhone 17系列开售时，是他在苹果伦敦摄政街旗舰店迎接首批顾客。而这个角色，过去是由库克本人在纽约第五大道扮演。</p></li><li><p>不仅如此，他还在各种采访中频频亮相。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2da7c4463f97068981552d4a5f3f8b00\" title=\"\" tg-width=\"1080\" tg-height=\"722\"/></p><p style=\"text-align: justify;\">种种迹象都毫不含糊地指向一个结论：</p><p>尽管库克依然精力充沛地环游世界，处理着公司内外的各项事务，但在苹果帝国的权力中心，继承人的袍服，已经悄然披在了John Ternus的肩上。</p><h2 id=\"id_2964240685\">新一代将领已就位</h2><p>在这场高层权力的宏大叙事之下，苹果这部精密机器的齿轮仍在有条不紊地转动。</p><p style=\"text-align: justify;\">每年十月，一批新的副总裁会得到晋升，成为支撑帝国日常运营的中坚力量。</p><p style=\"text-align: justify;\">今年，这个约100人的精英团队，又多了三位新面孔：</p><ul style=\"\"><li><p><strong>Fletcher Rothkopf：</strong> Vision Pro项目的老将，目前负责即将推出的智能眼镜的大部分硬件工程。</p></li><li><p><strong>Omar Alwarid：</strong> 运营部门的采购负责人。</p></li><li><p><strong>Ivan Krstic：</strong> 安全工程主管。</p></li></ul><p style=\"text-align: justify;\">库比蒂诺的这场权力交接，没有血雨腥风的宫斗。</p><p style=\"text-align: justify;\">我们所能看到的，只是一个时代的落幕，和另一个时代的开启。</p></body></html>","source":"lsy1569730104218","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>4万亿帝国接班人浮出水面！苹果不需要另一个库克</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\">\n4万亿帝国接班人浮出水面！苹果不需要另一个库克\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-07 13:49 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/VsLRAsh_E1rt_mwrumYc3A><strong>新智元</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>导读：当苹果公司CEO蒂姆·库克步入65岁，谁将接管这个近四万亿美元的科技帝国，成为外界关注的焦点。随着首席运营官等核心高管相继卸任或传出退休意向，一场高层权力洗牌已悄然展开。当所有人都在盯着库克何时退休时，一个价值近四万亿美元的终极问题正变得日益紧迫：谁，将是苹果帝国的下一位继承人？在帷幕之后，一个名字已被反复提及，一个身影被有意推向聚光灯下，一条通往王座的道路，也早已被精心铺就。他就是约翰·...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/VsLRAsh_E1rt_mwrumYc3A\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/842f840115d8879f1c046b353886bbde","relate_stocks":{"AAPL":"苹果"},"source_url":"https://mp.weixin.qq.com/s/VsLRAsh_E1rt_mwrumYc3A","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192220658","content_text":"导读：当苹果公司CEO蒂姆·库克步入65岁，谁将接管这个近四万亿美元的科技帝国，成为外界关注的焦点。随着首席运营官等核心高管相继卸任或传出退休意向，一场高层权力洗牌已悄然展开。当所有人都在盯着库克何时退休时，一个价值近四万亿美元的终极问题正变得日益紧迫：谁，将是苹果帝国的下一位继承人？在帷幕之后，一个名字已被反复提及，一个身影被有意推向聚光灯下，一条通往王座的道路，也早已被精心铺就。他就是约翰·特努斯（John Ternus），苹果现任硬件工程高级副总裁。第一块多米诺骨牌，已经倒下过去十年，当竞争对手的高管层如走马灯般更迭时，由库克亲自挑选的执行官们却保持着一种近乎超然的稳定。即便是功成名就的元老，也总能被他说服「再干一届」。虽然曾痛失「设计之神」Jony Ive和「零售女王」Angela Ahrendts，但库克的核心圈子依然稳固。营销传奇Phil Schiller在2020年卸任CMO后，仍以「Apple Fellow」的身份，继续掌管着App Store的命脉和万众瞩目的产品发布会。首席财务官Luca Maestri在2024年交棒后，也依然监管着公司的房地产和信息系统。然而，这种微妙的平衡无法永远持续。第一块倒下的多米诺骨牌，是那个被外界普遍视为库克座下最无可争议的「王储」——首席运营官Jeff Williams。作为运营大师，Williams是库克模式的完美继承者。然而，今年7月，他悄然交出了运营职责，准备在年内正式卸任。他的离去，将在苹果的权力结构图上留下一个巨大的真空，并宣告着一个时代的终结和一场继承者之战的开始。扶不起的AI芯片大师的最后乐章AI首当其冲的，便是AI主管John Giannandrea。他的部门不仅在推出「苹果智能」（Apple Intelligence）时举步维艰，而且还是在Siri的重大改革上栽了跟头，让这个曾经的智能助手变得愈发「智障」。尽管Giannandrea在这次动荡中幸存了下来（代价是失去了部分职权），但苹果内部对AI领导层的不满已是公开的秘密。此前，被认为是潜在接班人的，是正在收拾Siri这个烂摊子的Vision Pro的缔造者——Mike Rockwell。但现在看来，让他接管整个AI部门的可能性微乎其微。相反，苹果的高管们已经将目光投向了公司外部。而其中一个目标，便是来自竞争对手Meta的一位高级AI主管。近几个月，Meta的AI部门经历了剧烈重组，不仅聘请了明星高管Alexandr Wang，还成立了雄心勃勃的「超级智能实验室」。任何剧烈的组织变革，都必然伴随着人才的流动。而Meta的动荡，恰好成了苹果等竞争对手挖角的黄金窗口。目前，这场招聘大戏将如何收场尚不可知，但苹果强化AI能力的决心已昭然若揭。这可能意味着一次部门重组，甚至一笔惊人的收购。但无论如何，在AI领域，一场巨变在所难免。芯片另一位可能接近谢幕的大佬，是Johny Srouji。在这位作风强硬的传奇人物的带领下，苹果自研芯片团队创造的A系列和M系列芯片，一举成为了苹果无可匹敌的护城河。最近发布的首款自研的蜂窝调制解调器，以及Wi-Fi和蓝牙二合一芯片，更是实现了历史性突破——成功摆脱了对高通等供应商的依赖。然而，这位芯片大师已向身边人透露，他正在评估自己的未来。尽管尚未做出决定，但他的离去将是苹果硬件领域的一次地震。据内部人士透露，接力棒最有可能传给两位得力干将：负责调制解调器等关键项目的Zongjian Chen，或是领导iPhone、iPad等核心设备处理器开发的Sri Santhanam。华盛顿的「外交官」与此同时，前美国国家环境保护局局长Lisa Jackson，也曾流露出退休之意。这位在2013年被请来领导苹果环保项目的民主党人，职责范围早已扩展到政府事务、无障碍功能和社会公益。随着特朗普再度入主白宫，她已选择退居幕后，将与新政府的斡旋交给自己麾下的副手们。她的未来，也为这场高层洗牌增添了更多不确定性。谁将继承库克的王座？所有这些变动，最终都指向那个终极问题：当蒂姆·库克本人决定卸任时，谁将接过这个市值近4万亿美元的商业帝国？下个月，库克将年满65岁。随着Williams的离开，他身边已再无真正的二号人物。对于任何一家公司而言，这都是一个令人不安的权力真空。当那一天真正到来时，库克很可能会效仿杰夫·贝索斯、比尔·盖茨和拉里·埃里森等前辈，退居二线，担任董事会主席之类的角色。但问题是，谁来负责苹果的日常运营？在紧急情况下，新任COO Sabih Khan和零售主管Deirdre O’Brien无疑是可靠的「救火队员」。但对于一场正式的、规划已久的CEO交接而言，所有人的目光都聚焦在了一个名字上——硬件工程主管，John Ternus。「天选之子」的加冕去年，外界就开始猜测Ternus是库克的「指定接班人」。如今，这一预期在苹果内部已近乎成为共识。原因有三：首先，他是「年龄最合适」的人选。Ternus现年50岁，与库克当年接替乔布斯时的年龄相仿。如果一切顺利，他有潜力在CEO的位子上稳坐十年甚至更久。对于苹果董事会而言，这种长期的稳定性极具吸引力。而其他潜在候选人，大多已接近退休年龄。其次，他是一位真正的「工程师」。苹果在库克时代，凭借卓越的运营能力，将产品线和收入推向了前所未有的高度。但与此同时，公司在开拓新的重大技术领域时却显得步履蹒跚。混合现实（Vision Pro）、生成式AI、智能家居、自动驾驶汽车……这些项目或遭遇挫折，或进展缓慢。董事会可能已经意识到，苹果的下一阶段，需要的不再是一位运营大师，而是一位能深刻理解产品和技术的领导者。Ternus，这位硬件工程主管，正是这样的人。John Ternus毕业于宾大机械工程专业，2001年加入苹果，已经是一名入职近25年的老将了最后，他正在被「推上神坛」。Ternus不仅富有个人魅力，深受果粉推崇，更重要的是，他深得库克的信任。库克近年来不断赋予他更多职责，使其影响力早已超越了硬件工程主管的传统范畴，成为产品路线图、功能和战略的核心决策者。而且，苹果的公关和营销机器也正全力将他推向聚光灯下：苹果多年来首个重大的iPhone新设计——iPhone Air，是他发布的。当iPhone 17系列开售时，是他在苹果伦敦摄政街旗舰店迎接首批顾客。而这个角色，过去是由库克本人在纽约第五大道扮演。不仅如此，他还在各种采访中频频亮相。种种迹象都毫不含糊地指向一个结论：尽管库克依然精力充沛地环游世界，处理着公司内外的各项事务，但在苹果帝国的权力中心，继承人的袍服，已经悄然披在了John Ternus的肩上。新一代将领已就位在这场高层权力的宏大叙事之下，苹果这部精密机器的齿轮仍在有条不紊地转动。每年十月，一批新的副总裁会得到晋升，成为支撑帝国日常运营的中坚力量。今年，这个约100人的精英团队，又多了三位新面孔：Fletcher Rothkopf： Vision Pro项目的老将，目前负责即将推出的智能眼镜的大部分硬件工程。Omar Alwarid： 运营部门的采购负责人。Ivan Krstic： 安全工程主管。库比蒂诺的这场权力交接，没有血雨腥风的宫斗。我们所能看到的，只是一个时代的落幕，和另一个时代的开启。","news_type":1,"symbols_score_info":{"AAPL":1.1}},"isVote":1,"tweetType":1,"viewCount":1415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":456842793111880,"gmtCreate":1752570569627,"gmtModify":1752570570679,"author":{"id":"3512565093501867","authorId":"3512565093501867","name":"skyteeth","avatar":"https://static.tigerbbs.com/d5456f2b4b0b4aefa5ca236830c6e715","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512565093501867","authorIdStr":"3512565093501867"},"themes":[],"htmlText":"让有苹果血液的年轻人赶紧上","listText":"让有苹果血液的年轻人赶紧上","text":"让有苹果血液的年轻人赶紧上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456842793111880","repostId":"1135067974","repostType":2,"repost":{"id":"1135067974","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1752503325,"share":"https://www.laohu8.com/m/news/1135067974?lang=zh_CN&edition=full","pubTime":"2025-07-14 22:28","market":"us","language":"zh","title":"苹果震荡下挫，消息称苹果将启动十年来最大规模的人事调整","url":"https://stock-news.laohu8.com/highlight/detail?id=1135067974","media":"老虎资讯综合","summary":"或引发一场深层动荡。","content":"<html><head></head><body><p>周一，苹果震荡下挫，截至发稿跌逾1.4%。苹果正面临AI战略受挫、创新疲软与管理老龄化等挑战，但公司首席执行官蒂姆·<a href=\"https://laohu8.com/U/4197426040463442\" title=\"库克\" class=\"promotion-word\">库克</a>仍无意在短期内交棒。当地时间13日，据彭博社报道，首席运营官杰夫·威廉姆斯也宣布将在今年底退休。苹果将启动十年来最大规模的人事调整，或将引发一场围绕继任与改革的深层动荡。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f01bf0507ceedcdeb98788c9ae724c0\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/U/4197426040463442\" title=\"库克\" class=\"promotion-word\">库克</a>虽稳坐CEO之位，但“继任空窗期”引发隐忧</strong></p><p style=\"text-align: start;\">尽管外界对<a href=\"https://laohu8.com/U/4197426040463442\" title=\"库克\" class=\"promotion-word\">库克</a>的去留有所猜测，但目前来看，他不仅稳居CEO之位，未来甚至有可能效仿<a href=\"https://laohu8.com/S/DIS\" title=\"迪士尼\" class=\"\">迪士尼</a>的鲍勃·艾格（Bob Iger）或<a href=\"https://laohu8.com/S/JPM\" title=\"摩根大通\" class=\"\">摩根大通</a>的杰米·戴蒙（Jamie Dimon），转任董事长，进一步巩固其在公司中的主导地位。</p><p style=\"text-align: start;\">真正引发担忧的，是缺乏明确的接班梯队。威廉姆斯长期被视为<a href=\"https://laohu8.com/U/4197426040463442\" title=\"库克\" class=\"promotion-word\">库克</a>的“二把手”，即将离任使得苹果在突发情况下缺乏合适的接替人选。目前最被看好的长期继任者是硬件工程负责人约翰·特纳斯（John Ternus），其在苹果供职超过20年，年纪也较库克年轻15岁。然而，其在财务与战略运营经验方面仍显不足，若真临危受命，恐需依赖成熟的高管团队。</p><p style=\"text-align: start;\">一旦出现突发状况，苹果或将暂由一支“多头治理”团队接管，包括新任CFO凯文·帕雷克（Kevan Parekh）、人力与零售主管迪尔德丽·奥布莱恩（Deirdre O’Brien）等人。这种“临时拼接式继任”模式，在公司内部引发担忧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c61e24fc1988b790848077bf06c17e4\" tg-width=\"1514\" tg-height=\"913\"/></p><p style=\"text-align: start;\">硬件工程负责人约翰·特纳斯</p><p style=\"text-align: start;\"><strong>AI失守+高层老化，苹果酝酿全面人事重构</strong></p><p style=\"text-align: start;\">苹果管理层的年龄结构正逐渐暴露出更换的紧迫性。库克约20位直接下属中，已有半数年过六十，包括营销主管、App Store负责人、环境事务主管与芯片主管等人，均处于职业生涯尾声。</p><p style=\"text-align: start;\">与此同时，苹果在AI领域的布局也频频受挫。Meta开出逾2亿美元的薪酬挖走苹果AI模型负责人庞若鸣（Ruoming Pang）。苹果虽尝试留人，但报价远远不具竞争力。</p><p style=\"text-align: start;\">据彭博社报道，庞若鸣的离职不仅因薪资诱因，更在于苹果对隐私和架构的高度管控，令其无法充分发挥技术能力。</p><p style=\"text-align: start;\">面对人才流失与技术停滞，苹果正考虑通过并购寻求突破。Perplexity与Mistral等初创AI公司已被列入潜在并购名单，若交易达成，将成为苹果历史上规模最大的收购案。</p><p style=\"text-align: start;\">在公司内部，服务业务负责人艾迪·库（Eddy Cue）已公开表达担忧：如果苹果不尽快完成重构，未来或将步诺基亚的后尘。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c079f773ad0820cb13cd942d270eaeff\" tg-width=\"1536\" tg-height=\"912\"/></p><p style=\"text-align: start;\"><strong>产品线更新延续，但创新焦虑仍在</strong></p><p style=\"text-align: start;\">在产品层面，苹果仍保持既定节奏，推进多条产品线的迭代更新。今秋将发布新一代iPhone和<a href=\"https://laohu8.com/S/AAPL\" title=\"Apple\" class=\"\">Apple</a> Watch，同时还包括搭载M5芯片的iPad Pro和更新版Vision Pro。</p><p style=\"text-align: start;\">2026年上半年，公司还将推出M5版MacBook Pro（14英寸和16英寸）、新一代入门款iPad与升级后的iPad Air。此外，一款全新Mac外接显示器也计划上线。</p><p style=\"text-align: start;\">不过，这些新品大多为常规硬件升级，真正意义上的创新仍然缺位。唯一可能带来突破的新产品，是早已多次延期的家庭中控显示器“J490”。但该设备依赖尚未成熟的Siri语音系统与App Intents技术，预计最快也要到2026年才能面世。（国际财闻汇）</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>苹果震荡下挫，消息称苹果将启动十年来最大规模的人事调整</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{ 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}\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苹果震荡下挫，消息称苹果将启动十年来最大规模的人事调整\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-07-14 22:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一，苹果震荡下挫，截至发稿跌逾1.4%。苹果正面临AI战略受挫、创新疲软与管理老龄化等挑战，但公司首席执行官蒂姆·<a href=\"https://laohu8.com/U/4197426040463442\" title=\"库克\" class=\"promotion-word\">库克</a>仍无意在短期内交棒。当地时间13日，据彭博社报道，首席运营官杰夫·威廉姆斯也宣布将在今年底退休。苹果将启动十年来最大规模的人事调整，或将引发一场围绕继任与改革的深层动荡。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f01bf0507ceedcdeb98788c9ae724c0\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/U/4197426040463442\" title=\"库克\" class=\"promotion-word\">库克</a>虽稳坐CEO之位，但“继任空窗期”引发隐忧</strong></p><p style=\"text-align: start;\">尽管外界对<a href=\"https://laohu8.com/U/4197426040463442\" title=\"库克\" class=\"promotion-word\">库克</a>的去留有所猜测，但目前来看，他不仅稳居CEO之位，未来甚至有可能效仿<a href=\"https://laohu8.com/S/DIS\" title=\"迪士尼\" class=\"\">迪士尼</a>的鲍勃·艾格（Bob Iger）或<a href=\"https://laohu8.com/S/JPM\" title=\"摩根大通\" class=\"\">摩根大通</a>的杰米·戴蒙（Jamie Dimon），转任董事长，进一步巩固其在公司中的主导地位。</p><p style=\"text-align: start;\">真正引发担忧的，是缺乏明确的接班梯队。威廉姆斯长期被视为<a href=\"https://laohu8.com/U/4197426040463442\" title=\"库克\" class=\"promotion-word\">库克</a>的“二把手”，即将离任使得苹果在突发情况下缺乏合适的接替人选。目前最被看好的长期继任者是硬件工程负责人约翰·特纳斯（John Ternus），其在苹果供职超过20年，年纪也较库克年轻15岁。然而，其在财务与战略运营经验方面仍显不足，若真临危受命，恐需依赖成熟的高管团队。</p><p style=\"text-align: start;\">一旦出现突发状况，苹果或将暂由一支“多头治理”团队接管，包括新任CFO凯文·帕雷克（Kevan Parekh）、人力与零售主管迪尔德丽·奥布莱恩（Deirdre O’Brien）等人。这种“临时拼接式继任”模式，在公司内部引发担忧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c61e24fc1988b790848077bf06c17e4\" tg-width=\"1514\" tg-height=\"913\"/></p><p style=\"text-align: start;\">硬件工程负责人约翰·特纳斯</p><p style=\"text-align: start;\"><strong>AI失守+高层老化，苹果酝酿全面人事重构</strong></p><p style=\"text-align: start;\">苹果管理层的年龄结构正逐渐暴露出更换的紧迫性。库克约20位直接下属中，已有半数年过六十，包括营销主管、App Store负责人、环境事务主管与芯片主管等人，均处于职业生涯尾声。</p><p style=\"text-align: start;\">与此同时，苹果在AI领域的布局也频频受挫。Meta开出逾2亿美元的薪酬挖走苹果AI模型负责人庞若鸣（Ruoming Pang）。苹果虽尝试留人，但报价远远不具竞争力。</p><p style=\"text-align: start;\">据彭博社报道，庞若鸣的离职不仅因薪资诱因，更在于苹果对隐私和架构的高度管控，令其无法充分发挥技术能力。</p><p style=\"text-align: start;\">面对人才流失与技术停滞，苹果正考虑通过并购寻求突破。Perplexity与Mistral等初创AI公司已被列入潜在并购名单，若交易达成，将成为苹果历史上规模最大的收购案。</p><p style=\"text-align: start;\">在公司内部，服务业务负责人艾迪·库（Eddy Cue）已公开表达担忧：如果苹果不尽快完成重构，未来或将步诺基亚的后尘。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c079f773ad0820cb13cd942d270eaeff\" tg-width=\"1536\" tg-height=\"912\"/></p><p style=\"text-align: start;\"><strong>产品线更新延续，但创新焦虑仍在</strong></p><p style=\"text-align: start;\">在产品层面，苹果仍保持既定节奏，推进多条产品线的迭代更新。今秋将发布新一代iPhone和<a href=\"https://laohu8.com/S/AAPL\" title=\"Apple\" class=\"\">Apple</a> Watch，同时还包括搭载M5芯片的iPad Pro和更新版Vision Pro。</p><p style=\"text-align: start;\">2026年上半年，公司还将推出M5版MacBook Pro（14英寸和16英寸）、新一代入门款iPad与升级后的iPad Air。此外，一款全新Mac外接显示器也计划上线。</p><p style=\"text-align: start;\">不过，这些新品大多为常规硬件升级，真正意义上的创新仍然缺位。唯一可能带来突破的新产品，是早已多次延期的家庭中控显示器“J490”。但该设备依赖尚未成熟的Siri语音系统与App Intents技术，预计最快也要到2026年才能面世。（国际财闻汇）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c079f773ad0820cb13cd942d270eaeff","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135067974","content_text":"周一，苹果震荡下挫，截至发稿跌逾1.4%。苹果正面临AI战略受挫、创新疲软与管理老龄化等挑战，但公司首席执行官蒂姆·库克仍无意在短期内交棒。当地时间13日，据彭博社报道，首席运营官杰夫·威廉姆斯也宣布将在今年底退休。苹果将启动十年来最大规模的人事调整，或将引发一场围绕继任与改革的深层动荡。库克虽稳坐CEO之位，但“继任空窗期”引发隐忧尽管外界对库克的去留有所猜测，但目前来看，他不仅稳居CEO之位，未来甚至有可能效仿迪士尼的鲍勃·艾格（Bob Iger）或摩根大通的杰米·戴蒙（Jamie Dimon），转任董事长，进一步巩固其在公司中的主导地位。真正引发担忧的，是缺乏明确的接班梯队。威廉姆斯长期被视为库克的“二把手”，即将离任使得苹果在突发情况下缺乏合适的接替人选。目前最被看好的长期继任者是硬件工程负责人约翰·特纳斯（John Ternus），其在苹果供职超过20年，年纪也较库克年轻15岁。然而，其在财务与战略运营经验方面仍显不足，若真临危受命，恐需依赖成熟的高管团队。一旦出现突发状况，苹果或将暂由一支“多头治理”团队接管，包括新任CFO凯文·帕雷克（Kevan Parekh）、人力与零售主管迪尔德丽·奥布莱恩（Deirdre O’Brien）等人。这种“临时拼接式继任”模式，在公司内部引发担忧。硬件工程负责人约翰·特纳斯AI失守+高层老化，苹果酝酿全面人事重构苹果管理层的年龄结构正逐渐暴露出更换的紧迫性。库克约20位直接下属中，已有半数年过六十，包括营销主管、App Store负责人、环境事务主管与芯片主管等人，均处于职业生涯尾声。与此同时，苹果在AI领域的布局也频频受挫。Meta开出逾2亿美元的薪酬挖走苹果AI模型负责人庞若鸣（Ruoming Pang）。苹果虽尝试留人，但报价远远不具竞争力。据彭博社报道，庞若鸣的离职不仅因薪资诱因，更在于苹果对隐私和架构的高度管控，令其无法充分发挥技术能力。面对人才流失与技术停滞，苹果正考虑通过并购寻求突破。Perplexity与Mistral等初创AI公司已被列入潜在并购名单，若交易达成，将成为苹果历史上规模最大的收购案。在公司内部，服务业务负责人艾迪·库（Eddy Cue）已公开表达担忧：如果苹果不尽快完成重构，未来或将步诺基亚的后尘。产品线更新延续，但创新焦虑仍在在产品层面，苹果仍保持既定节奏，推进多条产品线的迭代更新。今秋将发布新一代iPhone和Apple Watch，同时还包括搭载M5芯片的iPad Pro和更新版Vision Pro。2026年上半年，公司还将推出M5版MacBook Pro（14英寸和16英寸）、新一代入门款iPad与升级后的iPad Air。此外，一款全新Mac外接显示器也计划上线。不过，这些新品大多为常规硬件升级，真正意义上的创新仍然缺位。唯一可能带来突破的新产品，是早已多次延期的家庭中控显示器“J490”。但该设备依赖尚未成熟的Siri语音系统与App Intents技术，预计最快也要到2026年才能面世。（国际财闻汇）","news_type":1,"symbols_score_info":{"AAPL":1.1}},"isVote":1,"tweetType":1,"viewCount":1966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":453243126636600,"gmtCreate":1751677352260,"gmtModify":1751677354163,"author":{"id":"3512565093501867","authorId":"3512565093501867","name":"skyteeth","avatar":"https://static.tigerbbs.com/d5456f2b4b0b4aefa5ca236830c6e715","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512565093501867","authorIdStr":"3512565093501867"},"themes":[],"htmlText":"谁没事干天天戴个眼镜","listText":"谁没事干天天戴个眼镜","text":"谁没事干天天戴个眼镜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/453243126636600","isVote":1,"tweetType":1,"viewCount":3164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450870890095312,"gmtCreate":1751101849641,"gmtModify":1751101851225,"author":{"id":"3512565093501867","authorId":"3512565093501867","name":"skyteeth","avatar":"https://static.tigerbbs.com/d5456f2b4b0b4aefa5ca236830c6e715","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512565093501867","authorIdStr":"3512565093501867"},"themes":[],"htmlText":"四大行呢","listText":"四大行呢","text":"四大行呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450870890095312","repostId":"1164453469","repostType":2,"repost":{"id":"1164453469","kind":"news","pubTimestamp":1751064174,"share":"https://www.laohu8.com/m/news/1164453469?lang=zh_CN&edition=full","pubTime":"2025-06-28 06:42","market":"us","language":"zh","title":"美联储压力测试：22家大型银行全部过关，为放松监管铺路","url":"https://stock-news.laohu8.com/highlight/detail?id=1164453469","media":"华尔街见闻","summary":"所有主要银行都通过了美联储对金融系统进行的年度“压力测试”。6月27日，美联储最新压力测试结果显示，美国最大的银行能够承受严重经济衰退冲击，拥有充足资本吸收数千亿美元损失。此次测试涵盖22家资产超过1000亿美元的银行，包括摩根大通、美国银行、花旗集团等华尔街巨头，全部通过测试。测试结果可能为特朗普政府推进银行业去监管议程提供有力支撑。","content":"<html><head></head><body><blockquote><p>此次测试涵盖22家资产超过1000亿美元的银行，包括<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>、<a href=\"https://laohu8.com/S/C\">花旗集团</a>等华尔街巨头，全部通过测试。</p></blockquote><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/GS\">高盛</a>盘后涨超2%，<a href=\"https://laohu8.com/S/WFC\">富国银行</a>涨近2%，<a href=\"https://laohu8.com/S/BAC\">美国银行</a>、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、花旗小幅上涨。消息方面：所有主要银行都通过了美联储对金融系统进行的年度“压力测试”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e0ae443ee4fc08039d1b77bd3ec31c6\" alt=\"高盛股价盘后表现\" title=\"高盛股价盘后表现\" tg-width=\"910\" tg-height=\"519\"/><span>高盛股价盘后表现</span></p><p style=\"text-align: justify;\">6月27日，美联储最新压力测试结果显示，美国最大的银行能够承受严重经济衰退冲击，拥有充足资本吸收数千亿美元损失。此次测试涵盖22家资产超过1000亿美元的银行，包括摩根大通、美国银行、<a href=\"https://laohu8.com/S/C\">花旗集团</a>等华尔街巨头，全部通过测试。</p><p style=\"text-align: justify;\">联邦储备委员会负责监管的副主席Michelle Bowman表示，&#34;大型银行资本充足，对各种严重情况具有韧性。&#34;在模拟GDP收缩近8%、失业率飙升至10%、房价暴跌33%、股市下跌50%的极端情景下，所有银行的资本水平均保持在关键门槛之上。</p><p style=\"text-align: justify;\">测试结果可能为特朗普政府推进银行业去监管议程提供有力支撑。本周早些时候，美国监管机构已提议对银行资本规则进行2008年金融危机以来最大规模的调整，涉及增强补充杠杆率等核心指标。</p><p style=\"text-align: justify;\">分析师预计，良好的测试结果将为银行业带来更多监管宽松措施，推动银行盈利能力提升和并购活动增加。</p></body></html>","source":"lsy1700700604709","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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美联储压力测试：22家大型银行全部过关，为放松监管铺路\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-28 06:42 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3750021><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>此次测试涵盖22家资产超过1000亿美元的银行，包括摩根大通、美国银行、花旗集团等华尔街巨头，全部通过测试。高盛盘后涨超2%，富国银行涨近2%，美国银行、摩根大通、摩根士丹利、花旗小幅上涨。消息方面：所有主要银行都通过了美联储对金融系统进行的年度“压力测试”。高盛股价盘后表现6月27日，美联储最新压力测试结果显示，美国最大的银行能够承受严重经济衰退冲击，拥有充足资本吸收数千亿美元损失。此次测试涵盖...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3750021\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/52e95f8d8c314466bbcd01bdb562ed3f","relate_stocks":{"161121":"银行","MS":"摩根士丹利","TSYW.SI":"TESLA 3xLongSG261006","SPY":"标普500ETF","USJW.SI":"ALPHAB 3xLongSG261006","GS":"高盛","WFC":"富国银行","DJX":"1/100道琼斯","UDOW":"三倍做多道指30ETF-ProShares","QQQ":"纳指100ETF","C":"花旗","JPM":"摩根大通","IVV":"标普500ETF-iShares",".DJI":"道琼斯","HK0000934320.USD":"GF USD MONEY MARKET FUND CLASS C (USD) ACCUMULATION",".IXIC":"NASDAQ Composite","BAC":"美国银行","SPXU":"三倍做空标普500ETF-ProShares","BK4559":"巴菲特持仓","BK4504":"桥水持仓"},"source_url":"https://wallstreetcn.com/articles/3750021","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164453469","content_text":"此次测试涵盖22家资产超过1000亿美元的银行，包括摩根大通、美国银行、花旗集团等华尔街巨头，全部通过测试。高盛盘后涨超2%，富国银行涨近2%，美国银行、摩根大通、摩根士丹利、花旗小幅上涨。消息方面：所有主要银行都通过了美联储对金融系统进行的年度“压力测试”。高盛股价盘后表现6月27日，美联储最新压力测试结果显示，美国最大的银行能够承受严重经济衰退冲击，拥有充足资本吸收数千亿美元损失。此次测试涵盖22家资产超过1000亿美元的银行，包括摩根大通、美国银行、花旗集团等华尔街巨头，全部通过测试。联邦储备委员会负责监管的副主席Michelle Bowman表示，\"大型银行资本充足，对各种严重情况具有韧性。\"在模拟GDP收缩近8%、失业率飙升至10%、房价暴跌33%、股市下跌50%的极端情景下，所有银行的资本水平均保持在关键门槛之上。测试结果可能为特朗普政府推进银行业去监管议程提供有力支撑。本周早些时候，美国监管机构已提议对银行资本规则进行2008年金融危机以来最大规模的调整，涉及增强补充杠杆率等核心指标。分析师预计，良好的测试结果将为银行业带来更多监管宽松措施，推动银行盈利能力提升和并购活动增加。","news_type":1,"symbols_score_info":{"161121":1,"US7Y.BOND":1,"SPY":1,"TSYW.SI":0.6,".DJI":1,"GS":1.1,"JPM":1.1,"MS":1.1,"US12M.BOND":1,"WFC":1.1,"US2Y.BOND":1,".IXIC":1,"US10Y.BOND":1,"US3Y.BOND":1,"BAC":1.1,"SPXU":0.6,"UDOW":0.6,"US5Y.BOND":1,"QQQ":0.6,"C":1.1,"US6M.BOND":1,"USJW.SI":0.6,"IVV":0.6,"DJX":0.6,"US30Y.BOND":1}},"isVote":1,"tweetType":1,"viewCount":2298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":446958885945616,"gmtCreate":1750141905945,"gmtModify":1750143136517,"author":{"id":"3512565093501867","authorId":"3512565093501867","name":"skyteeth","avatar":"https://static.tigerbbs.com/d5456f2b4b0b4aefa5ca236830c6e715","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512565093501867","authorIdStr":"3512565093501867"},"themes":[],"htmlText":"特朗普开始炒股了","listText":"特朗普开始炒股了","text":"特朗普开始炒股了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446958885945616","repostId":"1143089870","repostType":2,"repost":{"id":"1143089870","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1750118375,"share":"https://www.laohu8.com/m/news/1143089870?lang=zh_CN&edition=full","pubTime":"2025-06-17 07:59","market":"us","language":"zh","title":"WTI原油短线走高近1美元，日内大涨3.00%；有消息称，特朗普要求官员在战情室做好准备","url":"https://stock-news.laohu8.com/highlight/detail?id=1143089870","media":"老虎资讯综合","summary":"WTI原油短线走高近1美元，日内大涨3.00%，现报73.64美元/桶。 $WTI原油主连 2508(CLmain)$ 日内亦升1.45%据市场消息：美国总统特朗普已要求国家安全委员会在白宫战情室做好准备。","content":"<html><head></head><body><p>WTI原油短线走高近1美元，日内大涨3.00%，现报73.64美元/桶。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0f75aa1e7e3479cda57015da40c55e86\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>美股三大期指短线下挫，纳斯达克100指数期货现跌0.6%，道指期货、标普500指数期货跌约0.5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af0fe255a6ee14a2fdd0b05173dbb261\" title=\"\" tg-width=\"1320\" tg-height=\"390\"/></p><p></p><p>美国总统特朗普呼吁所有人撤离伊朗首都德黑兰，此前数小时他敦促伊朗领导人签署限制其核计划的协议，而以色列则表示将继续进行打击。</p><p>特朗普在其社交媒体平台“真实社交”上发文称，<strong>“伊朗本应签署我让他们签署的‘协议’。多么可惜啊，白白浪费了宝贵的生命。简单来说，伊朗绝不能拥有核武器。我说了一遍又一遍！大家应立即撤离德黑兰！”</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2db278781fc9708f697c21bc31c8bd17\" title=\"\" tg-width=\"972\" tg-height=\"276\"/></p><p>黄金小幅上涨，报3418美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ba14601bc4fa6f554a0629faa1ff7be\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>WTI原油短线走高近1美元，日内大涨3.00%；有消息称，特朗普要求官员在战情室做好准备</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWTI原油短线走高近1美元，日内大涨3.00%；有消息称，特朗普要求官员在战情室做好准备\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-06-17 07:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WTI原油短线走高近1美元，日内大涨3.00%，现报73.64美元/桶。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0f75aa1e7e3479cda57015da40c55e86\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>美股三大期指短线下挫，纳斯达克100指数期货现跌0.6%，道指期货、标普500指数期货跌约0.5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af0fe255a6ee14a2fdd0b05173dbb261\" title=\"\" tg-width=\"1320\" tg-height=\"390\"/></p><p></p><p>美国总统特朗普呼吁所有人撤离伊朗首都德黑兰，此前数小时他敦促伊朗领导人签署限制其核计划的协议，而以色列则表示将继续进行打击。</p><p>特朗普在其社交媒体平台“真实社交”上发文称，<strong>“伊朗本应签署我让他们签署的‘协议’。多么可惜啊，白白浪费了宝贵的生命。简单来说，伊朗绝不能拥有核武器。我说了一遍又一遍！大家应立即撤离德黑兰！”</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2db278781fc9708f697c21bc31c8bd17\" title=\"\" tg-width=\"972\" tg-height=\"276\"/></p><p>黄金小幅上涨，报3418美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ba14601bc4fa6f554a0629faa1ff7be\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/783b90f4f58142af1f2aa989e35dc732","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143089870","content_text":"WTI原油短线走高近1美元，日内大涨3.00%，现报73.64美元/桶。美股三大期指短线下挫，纳斯达克100指数期货现跌0.6%，道指期货、标普500指数期货跌约0.5%。美国总统特朗普呼吁所有人撤离伊朗首都德黑兰，此前数小时他敦促伊朗领导人签署限制其核计划的协议，而以色列则表示将继续进行打击。特朗普在其社交媒体平台“真实社交”上发文称，“伊朗本应签署我让他们签署的‘协议’。多么可惜啊，白白浪费了宝贵的生命。简单来说，伊朗绝不能拥有核武器。我说了一遍又一遍！大家应立即撤离德黑兰！”黄金小幅上涨，报3418美元/盎司。","news_type":1,"symbols_score_info":{"CLmain":1.1}},"isVote":1,"tweetType":1,"viewCount":2266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":424755923260144,"gmtCreate":1744709730534,"gmtModify":1744710175028,"author":{"id":"3512565093501867","authorId":"3512565093501867","name":"skyteeth","avatar":"https://static.tigerbbs.com/d5456f2b4b0b4aefa5ca236830c6e715","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512565093501867","authorIdStr":"3512565093501867"},"themes":[],"htmlText":"中信的麦当劳，成功了？","listText":"中信的麦当劳，成功了？","text":"中信的麦当劳，成功了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424755923260144","repostId":"1126670115","repostType":2,"repost":{"id":"1126670115","kind":"news","pubTimestamp":1744688863,"share":"https://www.laohu8.com/m/news/1126670115?lang=zh_CN&edition=full","pubTime":"2025-04-15 11:47","market":"us","language":"zh","title":"网传有意竞购星巴克中国股权，阿里巴巴回复：假消息","url":"https://stock-news.laohu8.com/highlight/detail?id=1126670115","media":"明亮公司","summary":"“明亮公司”近日独家获悉，$阿里巴巴$正积极参与$星巴克$中国股权竞购。路透此前报道称，参与竞购星巴克中国的潜在买家包括华润、美团等企业以及KKR、方源资本、PAG等PE机构。星巴克中国估值或超10亿美元。另一方面，星巴克克在中国的本土化进程，也是其不断融入中国互联网、数字化生态的过程。","content":"<html><head></head><body><p>据新浪科技，<strong>今日网传消息称阿里巴巴有意竞购星巴克中国股权，对此，阿里巴巴回复：假消息。</strong></p><p style=\"text-align: start;\">上述传闻称，阿里巴巴正积极参与星巴克中国股权竞购。而据外媒此前报道称，参与竞购星巴克中国的潜在买家包括华润、美团等企业以及KKR、方源资本、PAG等PE机构。</p><p style=\"text-align: justify;\"><strong>星巴克中国估值或超10亿美元。</strong></p><p style=\"text-align: justify;\"><strong>星巴克在中国市场正面临客单价、营收等不同层面的挑战</strong>。根据中信里昂证券的一份研报，星巴克的客单价明显偏高，而在消费者对价格敏感度提升的当下，星巴克的单店营收也面临增长压力。</p><p style=\"text-align: justify;\">据星巴克2025财年第一季度财报（2024年自然年第四季度），星巴克中国共有7685家门店，门店数增长10%，该季度净收入7.436亿美元，同比增长1%；可比同店收入下滑6%，去年同期数字为增长10%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75aef520606c6e53bf747a4912ab5bdc\" title=\"\" tg-width=\"1080\" tg-height=\"341\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/775bf11518d4f70106287db9eaa500e4\" title=\"中国主要咖啡茶饮价格带（来源：中信里昂证券研报）\" tg-width=\"1080\" tg-height=\"599\"/><span>中国主要咖啡茶饮价格带（来源：中信里昂证券研报）</span></p><p style=\"text-align: left;\">在Eillot Mangaement、Starboard Value等激进投资者的“干预”下，星巴克换掉了之前的CEO并聘任Brian Niccol为新董事长、CEO，去年9月，Niccol正式上任。今年1月，Niccol首次到访中国，据小食代，他在内部活动中仍强调“坚守初心”。</p><p style=\"text-align: justify;\">从资本市场的角度来看，<strong>全球餐饮巨头在中国拆分似乎已经成为跑通。</strong>二级市场方面，包括<a href=\"https://laohu8.com/S/YUMC\">百胜中国</a>、达美乐中国（01405.HK）今年以来股价表现乐观。而从一级市场的角度来看，中信资本对<a href=\"https://laohu8.com/S/MCD\">麦当劳</a>中国的投资、春华资本对<a href=\"https://laohu8.com/S/09987\">百胜中国</a>的投资，也都被认为是成功的投资案例。</p><p style=\"text-align: justify;\"><strong>另一方面，星巴克克在中国的本土化进程，也是其不断融入中国互联网、数字化生态的过程。</strong></p><p style=\"text-align: justify;\">2016年，星巴克此在门店移动支付的便捷程度上存在争议——其一度不支持支付宝、微信支付付款。直到2016年12月，星巴克才与<a href=\"https://laohu8.com/S/00700\">腾讯</a>达成协议，宣布开通微信支付；而开通支付宝支付则是在2017年的9月，彼时星巴克中国的门店数量约2800家。</p><p style=\"text-align: justify;\">而星巴克与阿里巴巴的合作一年后进行了“升级”——2018年8月，双方宣布达成全面战略合作，星巴克官网的新闻稿显示，合作“共同打造具有突破意义的星巴克线上新零售智慧门店，基于天猫新零售方案横向打通星巴克和阿里生态系统的多个数字化消费者运营平台，实现全域消费场景下会员注册、权益兑换和服务场景的互联互通，突破零售消费生活的时间空间限制，为中国消费者提供一店式、个性化的升级体验”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cf536e5e26cb4425b4ee12122350ac2\" title=\"2018年星巴克与阿里巴巴战略合作发布会（来源：星巴克官网）\" tg-width=\"1080\" tg-height=\"629\"/><span>2018年星巴克与阿里巴巴战略合作发布会（来源：星巴克官网）</span></p><p style=\"text-align: left;\">此外，在当年的合作中，星巴克中国还宣布，其将依托饿了么配送体系，上线外送服务。同时基于盒马以门店为中心的新零售配送体系，共同打造星巴克“外送星厨”。</p><p style=\"text-align: justify;\">回头来看，2017年可谓是星巴克中国数字化加速的一年，这一年，<strong>也是星巴克未来最大竞争对手瑞幸咖啡（LKNCY.US）正式成立的一年，</strong>瑞幸凭借其数字化运营能力、更追求效率的店型以及更快的扩张速度给星巴克带来了压力<strong>。</strong>截至2019年末，其门店数已达4507家，而星巴克2019财年四季度（自然年三季度末）4125家。</p><p style=\"text-align: justify;\">2019年，星巴克中国正式上线了“<strong>啡快Starbucks Now”服务，用户可通过星巴克APP在线下单，再到门店取餐。</strong>首家啡快门店在2019年7月就在北京开业，时任星巴克中国首席执行官王静瑛说，“……同步应用于此次全新推出的“啡快”服务上，为我们的顾客进一步深化数字化领域‘第四空间’的星巴克体验。”</p><p style=\"text-align: justify;\">大约一年后，2020年 7月21日，阿里巴巴与星巴克公布了双方合作的最新进展<strong>，主打“在线点，到店取”的星巴克“啡快”服务全面接入阿里巴巴商业操作系统，</strong>此次上线平台包括支付宝、淘宝、口碑和高德。相关信息显示，此次“啡快”接入支付宝、淘宝等应用，是继2018年双方达成新零售全面战略合作后，星巴克借助阿里巴巴商业操作系统对产品和服务的又一次数字化升级。</p><p style=\"text-align: justify;\">而在2020年4月，瑞幸承认财务造假，随后进入到调整阶段，2021年4月其推出“生椰拿铁”这一标志性产品，2022年4月，瑞幸公告宣布已完成债务重组，正式结束作为债务人的破产保护程序。瑞幸董事长、CEO郭谨一说，“今天（4月11日）是瑞幸咖啡的新开始。”瑞幸在美股粉单市场亦重新获得了资本市场认可。截至今晨美股收盘，瑞幸的市值约为89亿美元。</p></body></html>","source":"lsy1744688875888","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>网传有意竞购星巴克中国股权，阿里巴巴回复：假消息</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 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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网传有意竞购星巴克中国股权，阿里巴巴回复：假消息\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-15 11:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/p47Q77zW_52p3_M00bsQhg><strong>明亮公司</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据新浪科技，今日网传消息称阿里巴巴有意竞购星巴克中国股权，对此，阿里巴巴回复：假消息。上述传闻称，阿里巴巴正积极参与星巴克中国股权竞购。而据外媒此前报道称，参与竞购星巴克中国的潜在买家包括华润、美团等企业以及KKR、方源资本、PAG等PE机构。星巴克中国估值或超10亿美元。星巴克在中国市场正面临客单价、营收等不同层面的挑战。根据中信里昂证券的一份研报，星巴克的客单价明显偏高，而在消费者对价格敏感度...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/p47Q77zW_52p3_M00bsQhg\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb8356487dbe88a113e0f5ab5dfadbf7","relate_stocks":{"BABA":"阿里巴巴","SBUX":"星巴克","09988":"阿里巴巴-W"},"source_url":"https://mp.weixin.qq.com/s/p47Q77zW_52p3_M00bsQhg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126670115","content_text":"据新浪科技，今日网传消息称阿里巴巴有意竞购星巴克中国股权，对此，阿里巴巴回复：假消息。上述传闻称，阿里巴巴正积极参与星巴克中国股权竞购。而据外媒此前报道称，参与竞购星巴克中国的潜在买家包括华润、美团等企业以及KKR、方源资本、PAG等PE机构。星巴克中国估值或超10亿美元。星巴克在中国市场正面临客单价、营收等不同层面的挑战。根据中信里昂证券的一份研报，星巴克的客单价明显偏高，而在消费者对价格敏感度提升的当下，星巴克的单店营收也面临增长压力。据星巴克2025财年第一季度财报（2024年自然年第四季度），星巴克中国共有7685家门店，门店数增长10%，该季度净收入7.436亿美元，同比增长1%；可比同店收入下滑6%，去年同期数字为增长10%。中国主要咖啡茶饮价格带（来源：中信里昂证券研报）在Eillot Mangaement、Starboard Value等激进投资者的“干预”下，星巴克换掉了之前的CEO并聘任Brian Niccol为新董事长、CEO，去年9月，Niccol正式上任。今年1月，Niccol首次到访中国，据小食代，他在内部活动中仍强调“坚守初心”。从资本市场的角度来看，全球餐饮巨头在中国拆分似乎已经成为跑通。二级市场方面，包括百胜中国、达美乐中国（01405.HK）今年以来股价表现乐观。而从一级市场的角度来看，中信资本对麦当劳中国的投资、春华资本对百胜中国的投资，也都被认为是成功的投资案例。另一方面，星巴克克在中国的本土化进程，也是其不断融入中国互联网、数字化生态的过程。2016年，星巴克此在门店移动支付的便捷程度上存在争议——其一度不支持支付宝、微信支付付款。直到2016年12月，星巴克才与腾讯达成协议，宣布开通微信支付；而开通支付宝支付则是在2017年的9月，彼时星巴克中国的门店数量约2800家。而星巴克与阿里巴巴的合作一年后进行了“升级”——2018年8月，双方宣布达成全面战略合作，星巴克官网的新闻稿显示，合作“共同打造具有突破意义的星巴克线上新零售智慧门店，基于天猫新零售方案横向打通星巴克和阿里生态系统的多个数字化消费者运营平台，实现全域消费场景下会员注册、权益兑换和服务场景的互联互通，突破零售消费生活的时间空间限制，为中国消费者提供一店式、个性化的升级体验”。2018年星巴克与阿里巴巴战略合作发布会（来源：星巴克官网）此外，在当年的合作中，星巴克中国还宣布，其将依托饿了么配送体系，上线外送服务。同时基于盒马以门店为中心的新零售配送体系，共同打造星巴克“外送星厨”。回头来看，2017年可谓是星巴克中国数字化加速的一年，这一年，也是星巴克未来最大竞争对手瑞幸咖啡（LKNCY.US）正式成立的一年，瑞幸凭借其数字化运营能力、更追求效率的店型以及更快的扩张速度给星巴克带来了压力。截至2019年末，其门店数已达4507家，而星巴克2019财年四季度（自然年三季度末）4125家。2019年，星巴克中国正式上线了“啡快Starbucks Now”服务，用户可通过星巴克APP在线下单，再到门店取餐。首家啡快门店在2019年7月就在北京开业，时任星巴克中国首席执行官王静瑛说，“……同步应用于此次全新推出的“啡快”服务上，为我们的顾客进一步深化数字化领域‘第四空间’的星巴克体验。”大约一年后，2020年 7月21日，阿里巴巴与星巴克公布了双方合作的最新进展，主打“在线点，到店取”的星巴克“啡快”服务全面接入阿里巴巴商业操作系统，此次上线平台包括支付宝、淘宝、口碑和高德。相关信息显示，此次“啡快”接入支付宝、淘宝等应用，是继2018年双方达成新零售全面战略合作后，星巴克借助阿里巴巴商业操作系统对产品和服务的又一次数字化升级。而在2020年4月，瑞幸承认财务造假，随后进入到调整阶段，2021年4月其推出“生椰拿铁”这一标志性产品，2022年4月，瑞幸公告宣布已完成债务重组，正式结束作为债务人的破产保护程序。瑞幸董事长、CEO郭谨一说，“今天（4月11日）是瑞幸咖啡的新开始。”瑞幸在美股粉单市场亦重新获得了资本市场认可。截至今晨美股收盘，瑞幸的市值约为89亿美元。","news_type":1,"symbols_score_info":{"BABA":1,"SBUX":1,"09988":1.1}},"isVote":1,"tweetType":1,"viewCount":3286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409892347211976,"gmtCreate":1741080911874,"gmtModify":1741081958470,"author":{"id":"3512565093501867","authorId":"3512565093501867","name":"skyteeth","avatar":"https://static.tigerbbs.com/d5456f2b4b0b4aefa5ca236830c6e715","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512565093501867","authorIdStr":"3512565093501867"},"themes":[],"htmlText":"deepseek威力大","listText":"deepseek威力大","text":"deepseek威力大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409892347211976","repostId":"2516632268","repostType":2,"repost":{"id":"2516632268","kind":"news","pubTimestamp":1741013280,"share":"https://www.laohu8.com/m/news/2516632268?lang=zh_CN&edition=full","pubTime":"2025-03-03 22:48","market":"us","language":"zh","title":"芯片股走低，英伟达跌5%，CoWoS先进封装订单传出砍单","url":"https://stock-news.laohu8.com/highlight/detail?id=2516632268","media":"智通财经网","summary":"总订单量可能逐渐减少。","content":"<html><head></head><body><p>周一，半导体股走弱。截至发稿，费城半导体指数跌超1%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌幅近5%，逼近2月3日以来低位。<a href=\"https://laohu8.com/S/AVGO\">博通</a>跌3.4%，<a href=\"https://laohu8.com/S/TSM\">台积电</a>跌2.89%，Arm跌2.73%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/767dc6cd3f853d6bec3985987336d791\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，供应链透露，英伟达于晶圆代工厂之CoWoS先进封装订单传出砍单，且先前洽谈委外之CoW(Chip on Wafer)前段封装制程，最终未达共识。</p><p>分析人士指出：台积电先进制程产能利用率仍接近满载，甚至高于年初产量，但随英伟达前代Hooper GPU生命周期进入尾声，总订单量可能逐渐减少，有待次世代产品GB300问世振兴需求。</p></body></html>","source":"highlight_zhitongcaijin","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>芯片股走低，英伟达跌5%，CoWoS先进封装订单传出砍单</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n芯片股走低，英伟达跌5%，CoWoS先进封装订单传出砍单\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-03 22:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1257214.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周一，半导体股走弱。截至发稿，费城半导体指数跌超1%，英伟达跌幅近5%，逼近2月3日以来低位。博通跌3.4%，台积电跌2.89%，Arm跌2.73%。消息面上，供应链透露，英伟达于晶圆代工厂之CoWoS先进封装订单传出砍单，且先前洽谈委外之CoW(Chip on Wafer)前段封装制程，最终未达共识。分析人士指出：台积电先进制程产能利用率仍接近满载，甚至高于年初产量，但随英伟达前代Hooper ...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1257214.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.zhitongcaijing.com/content/detail/1257214.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2516632268","content_text":"周一，半导体股走弱。截至发稿，费城半导体指数跌超1%，英伟达跌幅近5%，逼近2月3日以来低位。博通跌3.4%，台积电跌2.89%，Arm跌2.73%。消息面上，供应链透露，英伟达于晶圆代工厂之CoWoS先进封装订单传出砍单，且先前洽谈委外之CoW(Chip on Wafer)前段封装制程，最终未达共识。分析人士指出：台积电先进制程产能利用率仍接近满载，甚至高于年初产量，但随英伟达前代Hooper GPU生命周期进入尾声，总订单量可能逐渐减少，有待次世代产品GB300问世振兴需求。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":2634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":406643261489320,"gmtCreate":1740304838970,"gmtModify":1740309774427,"author":{"id":"3512565093501867","authorId":"3512565093501867","name":"skyteeth","avatar":"https://static.tigerbbs.com/d5456f2b4b0b4aefa5ca236830c6e715","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512565093501867","authorIdStr":"3512565093501867"},"themes":[],"htmlText":"嘴硬，心里慌的一p","listText":"嘴硬，心里慌的一p","text":"嘴硬，心里慌的一p","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/406643261489320","repostId":"2513224749","repostType":2,"repost":{"id":"2513224749","kind":"news","pubTimestamp":1740195004,"share":"https://www.laohu8.com/m/news/2513224749?lang=zh_CN&edition=full","pubTime":"2025-02-22 11:30","market":"hk","language":"zh","title":"黄仁勋：市场对DeepSeek的理解完全搞反了","url":"https://stock-news.laohu8.com/highlight/detail?id=2513224749","media":"华尔街见闻","summary":"黄仁勋认为，DeepSeekR1的发布“令人难以置信地兴奋”，它不仅不会终结AI计算需求，反而会扩大并加速市场对更高效AI模型的追求，从而推动整个行业的发展。","content":"<html><head></head><body><p>DeepSeek的横空出世引发大模型算力逻辑的质疑，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价一度暴跌。然而，黄仁勋却在最新访谈中表示，市场对DeepSeek的理解“完全搞反了”。</p><p>他认为，<strong>DeepSeek R1的发布不仅不会终结AI计算需求，反而会激发市场对更高效AI模型的追求，从而推动整个行业的发展。</strong></p><blockquote><p>“它让每个人都注意到，有机会让模型比我们想象的更有效率。<strong>因此，它正在扩大并加速AI的采用。</strong>”</p></blockquote><p>英伟达将于2月26日发布第四季度财报，预计将对市场反应做出更详细的回应。</p><h2 id=\"id_3364576943\">黄仁勋：技术进步推动AI普及，而市场反应大相径庭</h2><p>DeepSeek R1模型的开源发布引发轩然大波。英伟达股价在消息发布后出现大幅下跌，1月24日收盘价为142.62美元，而1月27日收盘价跌至118.52美元，市值在短短三天内蒸发了600亿美元。目前，英伟达股价已基本恢复至下跌前的水平，美股盘后报135美元。市场对英伟达的信心似乎正在恢复。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00ee4adb28bf84267879a77fd0c4a1c9\" tg-width=\"1024\" tg-height=\"747\"/></p><p>市场似乎认为，DeepSeek的技术进步意味着AI计算需求的终结，这对芯片巨头英伟达构成了直接威胁。</p><p>然而，在DataDirect Networks首席执行官Alex Bouzari近日发布的访谈中，黄仁勋对市场的解读进行了驳斥。<strong>黄仁勋开门见山地指出，市场对 AI 发展存在一个根本性的“心智模型”误区：</strong></p><blockquote><p>“投资者认为世界就只有预训练，然后就是推理。而推理就是你问 AI 一个问题，它就立即给你一个答案，一次性的回答。我不知道是谁的错，但很明显这个模式是错误的。”</p></blockquote><p>他表示，<strong>R1的发布“令人难以置信地兴奋”，并强调市场的反应“完全相反”。</strong></p><blockquote><p>“它让每个人都注意到，有机会让模型比我们想象的更有效率。因此，它正在扩大并加速AI的采用。”</p></blockquote><p>换言之，<strong>R1的出现并非意味着市场不再需要算力资源，而是激发了市场对更高效AI模型的追求，从而推动整个行业的发展。</strong></p><p>黄仁勋进一步指出，尽管DeepSeek在AI模型的预训练方面取得了进展，但后期训练仍然至关重要，并且需要大量资源。他强调：</p><blockquote><p><strong>“推理是其中一个相当耗费算力的部分。”</strong></p></blockquote><p><strong>这意味着，即使预训练效率提高，AI模型的推理过程仍然需要强大的计算能力支持，英伟达的芯片产品仍将在AI发展中扮演关键角色。</strong></p><p>与此同时，2月21日午间，<strong>DeepSeek宣布，从下周开始，他们将开源5个代码库，以完全透明的方式与全球开发者社区分享他们的研究进展，</strong>每日都有新内容解锁，进一步分享新的进展，并将这一计划定义为“Open Source Week”。</p><p>DeepSeek表示，其在线服务中的构建模块已经被记录、部署并进行了实际测试，希望分享的每一行代码都会变成强有力的势能，加速行业发展进程。该团队还称，这个领域没有象牙塔，只有纯粹的车库创业精神与社区共筑的创新力量。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4688669b48fc43efbe1b13a0e9b48cb8\" tg-width=\"960\" tg-height=\"831\"/></p><p>风险提示及免责条款</p><p> 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。</p></body></html>","source":"wallstreetcn_hot_news","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>黄仁勋：市场对DeepSeek的理解完全搞反了</title>\n<style 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}\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黄仁勋：市场对DeepSeek的理解完全搞反了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-22 11:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3741652><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>DeepSeek的横空出世引发大模型算力逻辑的质疑，英伟达股价一度暴跌。然而，黄仁勋却在最新访谈中表示，市场对DeepSeek的理解“完全搞反了”。他认为，DeepSeek R1的发布不仅不会终结AI计算需求，反而会激发市场对更高效AI模型的追求，从而推动整个行业的发展。“它让每个人都注意到，有机会让模型比我们想象的更有效率。因此，它正在扩大并加速AI的采用。”英伟达将于2月26日发布第四季度财报...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3741652\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7ba966948c053829c47cbb61f473ce","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3741652","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2513224749","content_text":"DeepSeek的横空出世引发大模型算力逻辑的质疑，英伟达股价一度暴跌。然而，黄仁勋却在最新访谈中表示，市场对DeepSeek的理解“完全搞反了”。他认为，DeepSeek R1的发布不仅不会终结AI计算需求，反而会激发市场对更高效AI模型的追求，从而推动整个行业的发展。“它让每个人都注意到，有机会让模型比我们想象的更有效率。因此，它正在扩大并加速AI的采用。”英伟达将于2月26日发布第四季度财报，预计将对市场反应做出更详细的回应。黄仁勋：技术进步推动AI普及，而市场反应大相径庭DeepSeek R1模型的开源发布引发轩然大波。英伟达股价在消息发布后出现大幅下跌，1月24日收盘价为142.62美元，而1月27日收盘价跌至118.52美元，市值在短短三天内蒸发了600亿美元。目前，英伟达股价已基本恢复至下跌前的水平，美股盘后报135美元。市场对英伟达的信心似乎正在恢复。市场似乎认为，DeepSeek的技术进步意味着AI计算需求的终结，这对芯片巨头英伟达构成了直接威胁。然而，在DataDirect Networks首席执行官Alex Bouzari近日发布的访谈中，黄仁勋对市场的解读进行了驳斥。黄仁勋开门见山地指出，市场对 AI 发展存在一个根本性的“心智模型”误区：“投资者认为世界就只有预训练，然后就是推理。而推理就是你问 AI 一个问题，它就立即给你一个答案，一次性的回答。我不知道是谁的错，但很明显这个模式是错误的。”他表示，R1的发布“令人难以置信地兴奋”，并强调市场的反应“完全相反”。“它让每个人都注意到，有机会让模型比我们想象的更有效率。因此，它正在扩大并加速AI的采用。”换言之，R1的出现并非意味着市场不再需要算力资源，而是激发了市场对更高效AI模型的追求，从而推动整个行业的发展。黄仁勋进一步指出，尽管DeepSeek在AI模型的预训练方面取得了进展，但后期训练仍然至关重要，并且需要大量资源。他强调：“推理是其中一个相当耗费算力的部分。”这意味着，即使预训练效率提高，AI模型的推理过程仍然需要强大的计算能力支持，英伟达的芯片产品仍将在AI发展中扮演关键角色。与此同时，2月21日午间，DeepSeek宣布，从下周开始，他们将开源5个代码库，以完全透明的方式与全球开发者社区分享他们的研究进展，每日都有新内容解锁，进一步分享新的进展，并将这一计划定义为“Open Source Week”。DeepSeek表示，其在线服务中的构建模块已经被记录、部署并进行了实际测试，希望分享的每一行代码都会变成强有力的势能，加速行业发展进程。该团队还称，这个领域没有象牙塔，只有纯粹的车库创业精神与社区共筑的创新力量。风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":3764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":406557706441192,"gmtCreate":1740284362281,"gmtModify":1740284363244,"author":{"id":"3512565093501867","authorId":"3512565093501867","name":"skyteeth","avatar":"https://static.tigerbbs.com/d5456f2b4b0b4aefa5ca236830c6e715","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512565093501867","authorIdStr":"3512565093501867"},"themes":[],"htmlText":"投资眼光独到","listText":"投资眼光独到","text":"投资眼光独到","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/406557706441192","repostId":"2513627119","repostType":2,"repost":{"id":"2513627119","kind":"news","pubTimestamp":1740229261,"share":"https://www.laohu8.com/m/news/2513627119?lang=zh_CN&edition=full","pubTime":"2025-02-22 21:01","market":"us","language":"zh","title":"伯克希尔第四季度营业利润飙升71%，创历史新高，对日本的投资不断增加","url":"https://stock-news.laohu8.com/highlight/detail?id=2513627119","media":"华尔街见闻","summary":"更多消息，持续更新中","content":"<html><head></head><body><p style=\"text-align: justify;\">2月22日周六，伯克希尔哈撒韦公布四季度财报：</p><blockquote><p style=\"text-align: justify;\">伯克希尔哈撒韦第四季度营业利润145.3亿美元，超出预期的98.7亿美元，同比增长71%，创历史新高。</p><p style=\"text-align: justify;\">这一增长主要得益于保险投资利润大幅增长，在利率上升的背景下，保险投资利润增长了48%，达到41亿美元。</p><p style=\"text-align: justify;\">保险承保运营利润34.1亿美元，保险投资运营利润40.9亿美元，BNSF运营利润12.8亿美元，伯克希尔·哈撒韦能源运营利润7.29亿美元。其他控股业务运营利润32.6亿美元，非控股业务运营利润6.95亿美元。</p><p style=\"text-align: justify;\">净利润为196.9亿美元，去年同期为375.74亿美元。保险浮存金为1710亿美元。</p></blockquote><p style=\"text-align: justify;\">2024年全年业绩来看：</p><blockquote><ul style=\"\"><li><p>营业收入：2024年总收入为3714.33亿美元，上年同期3644.82亿美元；</p></li><li><p>净利润：2024年净收益为889.95亿美元，较上年同期962.23亿美元有所下降。<br/></p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc082ca65b0d86f90ae91c1e932022ed\" title=\"\" tg-width=\"1254\" tg-height=\"1344\"/></p></blockquote><p style=\"text-align: justify;\">伯克希尔哈撒韦公司财报显示，截至12月31日，其权益投资的总公允价值71%集中在美国运通、苹果、美国银行、雪佛龙和可口可乐公司。</p><p style=\"text-align: justify;\">伯克希尔哈撒韦将第四季度现金头寸升至3342亿美元，创历史新高。巴菲特股东信称，2024年大幅增加了短期美债持有量，投资收益取得了可预见的大幅增长。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ace03afbea1f306732703ee0c7acb972\" title=\"\" tg-width=\"1414\" tg-height=\"1440\"/></p><h2 id=\"id_1955797381\" style=\"text-align: start;\">增加在日本的投资</h2><p style=\"text-align: justify;\">此外，伯克希尔哈撒韦公司年报称，增加了在日本的投资。巴菲特股东信中表示，伯克希尔可能会“逐步”增加对日本五大商社的持股比例。</p><p style=\"text-align: justify;\">巴菲特称，伯克希尔最初同意将对伊藤忠商事株式会社、丸红株式会社、三井物产株式会社、三菱商事株式会社和住友商事株式会社的持股比例控制在10%以下。然而，当其持股比例接近这一上限时，这些公司同意“适度放宽”持股上限。</p><p style=\"text-align: justify;\">巴菲特还表示，未来伯克希尔将寻找其他方法与这些公司“高效合作”。</p></body></html>","source":"wallstreetcn_hot_news","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>伯克希尔第四季度营业利润飙升71%，创历史新高，对日本的投资不断增加</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{ 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}\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伯克希尔第四季度营业利润飙升71%，创历史新高，对日本的投资不断增加\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-22 21:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3741671><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月22日周六，伯克希尔哈撒韦公布四季度财报：伯克希尔哈撒韦第四季度营业利润145.3亿美元，超出预期的98.7亿美元，同比增长71%，创历史新高。这一增长主要得益于保险投资利润大幅增长，在利率上升的背景下，保险投资利润增长了48%，达到41亿美元。保险承保运营利润34.1亿美元，保险投资运营利润40.9亿美元，BNSF运营利润12.8亿美元，伯克希尔·哈撒韦能源运营利润7.29亿美元。其他控股...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3741671\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/017a2d51f9605f643f552ed0e3997176","relate_stocks":{"IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BRK.B":"伯克希尔B","BRK.A":"伯克希尔","BK4176":"多领域控股"},"source_url":"https://wallstreetcn.com/articles/3741671","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2513627119","content_text":"2月22日周六，伯克希尔哈撒韦公布四季度财报：伯克希尔哈撒韦第四季度营业利润145.3亿美元，超出预期的98.7亿美元，同比增长71%，创历史新高。这一增长主要得益于保险投资利润大幅增长，在利率上升的背景下，保险投资利润增长了48%，达到41亿美元。保险承保运营利润34.1亿美元，保险投资运营利润40.9亿美元，BNSF运营利润12.8亿美元，伯克希尔·哈撒韦能源运营利润7.29亿美元。其他控股业务运营利润32.6亿美元，非控股业务运营利润6.95亿美元。净利润为196.9亿美元，去年同期为375.74亿美元。保险浮存金为1710亿美元。2024年全年业绩来看：营业收入：2024年总收入为3714.33亿美元，上年同期3644.82亿美元；净利润：2024年净收益为889.95亿美元，较上年同期962.23亿美元有所下降。伯克希尔哈撒韦公司财报显示，截至12月31日，其权益投资的总公允价值71%集中在美国运通、苹果、美国银行、雪佛龙和可口可乐公司。伯克希尔哈撒韦将第四季度现金头寸升至3342亿美元，创历史新高。巴菲特股东信称，2024年大幅增加了短期美债持有量，投资收益取得了可预见的大幅增长。增加在日本的投资此外，伯克希尔哈撒韦公司年报称，增加了在日本的投资。巴菲特股东信中表示，伯克希尔可能会“逐步”增加对日本五大商社的持股比例。巴菲特称，伯克希尔最初同意将对伊藤忠商事株式会社、丸红株式会社、三井物产株式会社、三菱商事株式会社和住友商事株式会社的持股比例控制在10%以下。然而，当其持股比例接近这一上限时，这些公司同意“适度放宽”持股上限。巴菲特还表示，未来伯克希尔将寻找其他方法与这些公司“高效合作”。","news_type":1,"symbols_score_info":{"BRK.B":1.1,"BRK.A":1}},"isVote":1,"tweetType":1,"viewCount":1676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403036655198616,"gmtCreate":1739416306593,"gmtModify":1739416308676,"author":{"id":"3512565093501867","authorId":"3512565093501867","name":"skyteeth","avatar":"https://static.tigerbbs.com/d5456f2b4b0b4aefa5ca236830c6e715","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512565093501867","authorIdStr":"3512565093501867"},"themes":[],"htmlText":"赚不了认知以外的钱","listText":"赚不了认知以外的钱","text":"赚不了认知以外的钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403036655198616","isVote":1,"tweetType":1,"viewCount":1875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403036639658464,"gmtCreate":1739415990149,"gmtModify":1739415991389,"author":{"id":"3512565093501867","authorId":"3512565093501867","name":"skyteeth","avatar":"https://static.tigerbbs.com/d5456f2b4b0b4aefa5ca236830c6e715","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512565093501867","authorIdStr":"3512565093501867"},"themes":[],"htmlText":"去霍霍迪拜去了","listText":"去霍霍迪拜去了","text":"去霍霍迪拜去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403036639658464","repostId":"1157473744","repostType":2,"repost":{"id":"1157473744","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1739366077,"share":"https://www.laohu8.com/m/news/1157473744?lang=zh_CN&edition=full","pubTime":"2025-02-12 21:14","market":"us","language":"zh","title":"市场消息：百度无人出租车最早可能上半年在迪拜开始测试","url":"https://stock-news.laohu8.com/highlight/detail?id=1157473744","media":"老虎资讯综合","summary":"2月12日，市场消息：$百度(BIDU)$无人出租车最早可能在上半年在迪拜开始测试。受此消息影响，百度美股盘前小幅拉升，现涨超2%。","content":"<html><head></head><body><p>2月12日，市场消息：<a href=\"https://laohu8.com/S/BIDU\">百度</a>无人出租车最早可能在上半年在迪拜开始测试。</p><p>受此消息影响，百度美股盘前小幅拉升，现涨超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff2c1a24f338bf7d55964289e17b14ed\" tg-width=\"864\" tg-height=\"831\"/></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>市场消息：百度无人出租车最早可能上半年在迪拜开始测试</title>\n<style 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}\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市场消息：百度无人出租车最早可能上半年在迪拜开始测试\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-02-12 21:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月12日，市场消息：<a href=\"https://laohu8.com/S/BIDU\">百度</a>无人出租车最早可能在上半年在迪拜开始测试。</p><p>受此消息影响，百度美股盘前小幅拉升，现涨超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff2c1a24f338bf7d55964289e17b14ed\" tg-width=\"864\" tg-height=\"831\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/179b4ddb77b82b472a77dd8bef91a694","relate_stocks":{"IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4579":"人工智能","BK4588":"碎股","LU0640798160.USD":"EASTSPRING INVESTMENTS GLOBAL EMERGING MARKET DYNAMIC \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","BK4552":"Archegos爆仓风波概念","LU0287142896.SGD":"Fidelity China Focus A-SGD","BK4574":"无人驾驶","BK4077":"互动媒体与服务","BK4531":"中概回港概念","BK4526":"热门中概股","LU0173614495.USD":"富达中国焦点A","BK4585":"ETF&股票定投概念","LU0359201612.USD":"贝莱德中国基金A2","BK4514":"搜索引擎","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1115378108.SGD":"Eastspring Investments - Global Emerging Markets Dynamic AS SGD","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","BIDU":"百度","BK4535":"淡马锡持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157473744","content_text":"2月12日，市场消息：百度无人出租车最早可能在上半年在迪拜开始测试。受此消息影响，百度美股盘前小幅拉升，现涨超2%。","news_type":1,"symbols_score_info":{"BIDU":1}},"isVote":1,"tweetType":1,"viewCount":1832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":401326842114328,"gmtCreate":1738987716018,"gmtModify":1738987718641,"author":{"id":"3512565093501867","authorId":"3512565093501867","name":"skyteeth","avatar":"https://static.tigerbbs.com/d5456f2b4b0b4aefa5ca236830c6e715","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512565093501867","authorIdStr":"3512565093501867"},"themes":[],"htmlText":"看不懂吧","listText":"看不懂吧","text":"看不懂吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401326842114328","isVote":1,"tweetType":1,"viewCount":1304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377484229247408,"gmtCreate":1733198365104,"gmtModify":1733198366494,"author":{"id":"3512565093501867","authorId":"3512565093501867","name":"skyteeth","avatar":"https://static.tigerbbs.com/d5456f2b4b0b4aefa5ca236830c6e715","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512565093501867","authorIdStr":"3512565093501867"},"themes":[],"htmlText":"接盘的吗","listText":"接盘的吗","text":"接盘的吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377484229247408","repostId":"1175883217","repostType":2,"repost":{"id":"1175883217","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1733145554,"share":"https://www.laohu8.com/m/news/1175883217?lang=zh_CN&edition=full","pubTime":"2024-12-02 21:19","market":"us","language":"zh","title":"盘前异动 | MicroStrategy直线转涨，上周以15亿美元现金收购1.54万个比特币","url":"https://stock-news.laohu8.com/highlight/detail?id=1175883217","media":"老虎资讯综合","summary":"本周一（12月2日）， $MicroStrategy(MSTR)$ 盘前直线转涨，截至发稿报389.19美元，涨幅0.44%：公司发布公告称：在2024年11月25日至12月1日期间，公司以约15亿美元的现金收购了1.54万个比特币；截至12月1日，该公司总共持有约40.21万枚比特币。","content":"<html><head></head><body><p>本周一（12月2日）， <a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a> 盘前直线转涨，截至发稿报389.19美元，涨幅0.44%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d9848446f483721df873b5ffb708437\" title=\"\" tg-width=\"1224\" tg-height=\"1264\"/></p><p>根据美国证交会（SEC）的一份文件，MicroStrategy在11月25日至12月1日期间收购了1.54万个比特币。自11月11日以来，该公司已购买了超过135亿美元的比特币，目前持有约380亿美元的比特币。</p><p>MicroStrategy联合创始人兼董事长迈克尔·塞勒将这家企业软件制造商转型为他所谓的“比特币国库”，引起了华尔街的关注。该公司的股价今年已经飙升了500%以上，表现优于几乎所有其他主要股票。</p><p>过去一段时间，MicroStrategy一直在通过出售可转换票据和在市场上发行股票为比特币交易融资。</p><p>此外，Coinbase首席政策官预计，特朗普上任后，美国国会将迅速通过加密货币行业监管立法，因共和党掌控两院且特朗普支持加密货币。</p><p>据悉，美国国会正考虑两项关键加密货币立法：《21世纪金融创新与技术法案》已通过众议院，《支付稳定币清晰度法案》待众议院投票。</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>盘前异动 | MicroStrategy直线转涨，上周以15亿美元现金收购1.54万个比特币</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘前异动 | MicroStrategy直线转涨，上周以15亿美元现金收购1.54万个比特币\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-12-02 21:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>本周一（12月2日）， <a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a> 盘前直线转涨，截至发稿报389.19美元，涨幅0.44%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d9848446f483721df873b5ffb708437\" title=\"\" tg-width=\"1224\" tg-height=\"1264\"/></p><p>根据美国证交会（SEC）的一份文件，MicroStrategy在11月25日至12月1日期间收购了1.54万个比特币。自11月11日以来，该公司已购买了超过135亿美元的比特币，目前持有约380亿美元的比特币。</p><p>MicroStrategy联合创始人兼董事长迈克尔·塞勒将这家企业软件制造商转型为他所谓的“比特币国库”，引起了华尔街的关注。该公司的股价今年已经飙升了500%以上，表现优于几乎所有其他主要股票。</p><p>过去一段时间，MicroStrategy一直在通过出售可转换票据和在市场上发行股票为比特币交易融资。</p><p>此外，Coinbase首席政策官预计，特朗普上任后，美国国会将迅速通过加密货币行业监管立法，因共和党掌控两院且特朗普支持加密货币。</p><p>据悉，美国国会正考虑两项关键加密货币立法：《21世纪金融创新与技术法案》已通过众议院，《支付稳定币清晰度法案》待众议院投票。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f76545b6ea7eb27730ee55d40b45ce15","relate_stocks":{"MSTR":"Strategy"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175883217","content_text":"本周一（12月2日）， MicroStrategy 盘前直线转涨，截至发稿报389.19美元，涨幅0.44%：根据美国证交会（SEC）的一份文件，MicroStrategy在11月25日至12月1日期间收购了1.54万个比特币。自11月11日以来，该公司已购买了超过135亿美元的比特币，目前持有约380亿美元的比特币。MicroStrategy联合创始人兼董事长迈克尔·塞勒将这家企业软件制造商转型为他所谓的“比特币国库”，引起了华尔街的关注。该公司的股价今年已经飙升了500%以上，表现优于几乎所有其他主要股票。过去一段时间，MicroStrategy一直在通过出售可转换票据和在市场上发行股票为比特币交易融资。此外，Coinbase首席政策官预计，特朗普上任后，美国国会将迅速通过加密货币行业监管立法，因共和党掌控两院且特朗普支持加密货币。据悉，美国国会正考虑两项关键加密货币立法：《21世纪金融创新与技术法案》已通过众议院，《支付稳定币清晰度法案》待众议院投票。","news_type":1,"symbols_score_info":{"MSTR":1.1}},"isVote":1,"tweetType":1,"viewCount":3365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":542417735534008,"gmtCreate":1773451706868,"gmtModify":1773451709581,"author":{"id":"3512565093501867","authorId":"3512565093501867","name":"skyteeth","avatar":"https://static.tigerbbs.com/d5456f2b4b0b4aefa5ca236830c6e715","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3512565093501867","idStr":"3512565093501867"},"themes":[],"title":"","htmlText":"看看你的股价","listText":"看看你的股价","text":"看看你的股价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/542417735534008","repostId":"2619161840","repostType":2,"repost":{"id":"2619161840","kind":"news","pubTimestamp":1773387300,"share":"https://www.laohu8.com/m/news/2619161840?lang=zh_CN&edition=full","pubTime":"2026-03-13 15:35","market":"us","language":"zh","title":"美团王兴谈AI对公司影响：物理世界数字化将是AI非常重要的底座","url":"https://stock-news.laohu8.com/highlight/detail?id=2619161840","media":"新浪科技","summary":"新浪科技讯 3月13日下午消息，美团2026年管理层沟通会上，美团CEO王兴分享了对AI发展的看法，王兴提到：“AI带来的变化会比整个互联网带来的变化要大得多”。　　公开资料显示，美团已经推出多款AI应用及自研大模型。2025年，美团宣布将加大投入建设真实信息基建。","content":"<html><body><div>\n<p>　　新浪科技讯 3月13日下午消息，<a href=\"https://laohu8.com/S/MPNGY\">美团</a>2026年管理层沟通会上，<a href=\"https://laohu8.com/S/03690\">美团</a>CEO王兴分享了对AI发展的看法，王兴提到：“AI带来的变化会比整个互联网带来的变化要大得多”。他还认为：“移动互联网和互联网没有本质区别，可能像玫瑰和芍药，而AI和互联网相比，就像猴与花的区别，量级和影响力要大得多。”</p>\n<p>　　“‘老专家’的经验未必奏效，年轻人各种‘奇奇怪怪’的想法将会持续迸发，面对AI浪潮，我们唯一能做的就是积极拥抱它。”王兴表示，“AI Agent对我的冲击比ChatGPT冲击更大，我们经历过从互联网到移动互联网的变化，可以肯定的是，AI带来的变化会比整个互联网带来的变化要大得多，它注定会创造巨大生产力，也一定会对组织、对工作模式带来很大的变化。”</p>\n<p>　　王兴认为，对于美团来说，物理世界的数字化将是AI非常重要的底座，“虽然大模型越来越聪明。但我们可以想象，就算爱因斯坦当秘书，让他订一个餐厅，他依然不知道那个餐厅有没有座位。这不是智力问题，而是信息问题。”</p>\n<p>　　公开资料显示，美团已经推出多款AI应用及自研大模型。2025年，美团宣布将加大投入建设真实信息基建。基于全国本地生活信息基建，今年春节期间美团也上线了AI搜索产品“问小团”。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：宋<a href=\"https://laohu8.com/S/AVP\">雅芳</a> </p>\n</div></body></html>","source":"sina","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>美团王兴谈AI对公司影响：物理世界数字化将是AI非常重要的底座</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美团王兴谈AI对公司影响：物理世界数字化将是AI非常重要的底座\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-13 15:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tob/2026-03-13/doc-inhqvnzn1126009.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪科技讯 3月13日下午消息，美团2026年管理层沟通会上，美团CEO王兴分享了对AI发展的看法，王兴提到：“AI带来的变化会比整个互联网带来的变化要大得多”。他还认为：“移动互联网和互联网没有本质区别，可能像玫瑰和芍药，而AI和互联网相比，就像猴与花的区别，量级和影响力要大得多。”\n　　“‘老专家’的经验未必奏效，年轻人各种‘奇奇怪怪’的想法将会持续迸发，面对AI浪潮，我们唯一能做的就是积极...</p>\n\n<a href=\"https://finance.sina.com.cn/tob/2026-03-13/doc-inhqvnzn1126009.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU0117841782.USD":"JPM GREATER CHINA \"A\" (USD) INC","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","BK1615":"港股-互联网","LU1102505762.USD":"富达新兴市场焦点 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ACC"},"source_url":"https://finance.sina.com.cn/tob/2026-03-13/doc-inhqvnzn1126009.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2619161840","content_text":"新浪科技讯 3月13日下午消息，美团2026年管理层沟通会上，美团CEO王兴分享了对AI发展的看法，王兴提到：“AI带来的变化会比整个互联网带来的变化要大得多”。他还认为：“移动互联网和互联网没有本质区别，可能像玫瑰和芍药，而AI和互联网相比，就像猴与花的区别，量级和影响力要大得多。”\n　　“‘老专家’的经验未必奏效，年轻人各种‘奇奇怪怪’的想法将会持续迸发，面对AI浪潮，我们唯一能做的就是积极拥抱它。”王兴表示，“AI Agent对我的冲击比ChatGPT冲击更大，我们经历过从互联网到移动互联网的变化，可以肯定的是，AI带来的变化会比整个互联网带来的变化要大得多，它注定会创造巨大生产力，也一定会对组织、对工作模式带来很大的变化。”\n　　王兴认为，对于美团来说，物理世界的数字化将是AI非常重要的底座，“虽然大模型越来越聪明。但我们可以想象，就算爱因斯坦当秘书，让他订一个餐厅，他依然不知道那个餐厅有没有座位。这不是智力问题，而是信息问题。”\n　　公开资料显示，美团已经推出多款AI应用及自研大模型。2025年，美团宣布将加大投入建设真实信息基建。基于全国本地生活信息基建，今年春节期间美团也上线了AI搜索产品“问小团”。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：宋雅芳","news_type":1,"symbols_score_info":{"MPNGY":1.95,"03690":1.95,"HMTD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893143671,"gmtCreate":1628250243293,"gmtModify":1628250243293,"author":{"id":"3512565093501867","authorId":"3512565093501867","name":"skyteeth","avatar":"https://static.tigerbbs.com/d5456f2b4b0b4aefa5ca236830c6e715","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3512565093501867","idStr":"3512565093501867"},"themes":[],"htmlText":"**央视，你把芯片供应提供上去啊","listText":"**央视，你把芯片供应提供上去啊","text":"**央视，你把芯片供应提供上去啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/893143671","repostId":"1105646416","repostType":4,"isVote":1,"tweetType":1,"viewCount":2890,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570229074257252","authorId":"3570229074257252","name":"166a70a3","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3570229074257252","idStr":"3570229074257252"},"content":"不都说了厂商涨价60%，经销商涨20倍嘛，这不是漫天要价是啥？跟前期打口罩贩子一样。","text":"不都说了厂商涨价60%，经销商涨20倍嘛，这不是漫天要价是啥？跟前期打口罩贩子一样。","html":"不都说了厂商涨价60%，经销商涨20倍嘛，这不是漫天要价是啥？跟前期打口罩贩子一样。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":881387934,"gmtCreate":1631293688628,"gmtModify":1631293688628,"author":{"id":"3512565093501867","authorId":"3512565093501867","name":"skyteeth","avatar":"https://static.tigerbbs.com/d5456f2b4b0b4aefa5ca236830c6e715","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3512565093501867","idStr":"3512565093501867"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>直接把纳斯达克带下去了","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>直接把纳斯达克带下去了","text":"$苹果(AAPL)$直接把纳斯达克带下去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881387934","isVote":1,"tweetType":1,"viewCount":1664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":816072187,"gmtCreate":1630458126349,"gmtModify":1630458126349,"author":{"id":"3512565093501867","authorId":"3512565093501867","name":"skyteeth","avatar":"https://static.tigerbbs.com/d5456f2b4b0b4aefa5ca236830c6e715","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3512565093501867","idStr":"3512565093501867"},"themes":[],"htmlText":"美股只有像疫情这种突发黑天鹅才会崩盘，专家就闭嘴吧，你家的垃圾市场天天崩盘也不说","listText":"美股只有像疫情这种突发黑天鹅才会崩盘，专家就闭嘴吧，你家的垃圾市场天天崩盘也不说","text":"美股只有像疫情这种突发黑天鹅才会崩盘，专家就闭嘴吧，你家的垃圾市场天天崩盘也不说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816072187","repostId":"2164690348","repostType":4,"repost":{"id":"2164690348","kind":"highlight","pubTimestamp":1630445667,"share":"https://www.laohu8.com/m/news/2164690348?lang=zh_CN&edition=full","pubTime":"2021-09-01 05:34","market":"fut","language":"zh","title":"外媒头条：风险不断攀升！9月是美股潜在危险期","url":"https://stock-news.laohu8.com/highlight/detail?id=2164690348","media":"新浪科技","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美国6月份住宅价格涨幅再创新高 受低利率和房源紧张推动\n\n\n2、策略师：美股风险不断攀升 9月是市场潜在危险期\n\n\n3、欧元区通胀率升至十年来最高","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、美国6月份住宅价格涨幅再创新高 受低利率和房源紧张推动</b>\n</blockquote>\n<blockquote>\n <b>2、策略师：美股风险不断攀升 9月是市场潜在危险期</b>\n</blockquote>\n<blockquote>\n <b>3、欧元区通胀率升至十年来最高水平 欧央行物价上涨暂时性观点遭遇考验</b>\n</blockquote>\n<blockquote>\n <b>4、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>新款手表可能因生产问题而延误</b>\n</blockquote>\n<blockquote>\n <b>5、<a href=\"https://laohu8.com/S/MSFT\">微软</a>：Windows 11将于10月5日上市 Win10 PC免费升级</b>\n</blockquote>\n<blockquote>\n <b>6、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>将强制返回办公室的计划推迟到2022年 因新冠病例激增</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/3e66b74fb74898d197105862451cbbf9\" tg-width=\"550\" tg-height=\"298\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国6月份住宅价格涨幅再创新高 受低利率和房源紧张推动</b></p>\n<p>美国住宅价格再度创下30多年来最大涨幅。</p>\n<p>根据周二发布的声明，6月份标普<a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a>凯斯-席勒全国房价指数同比上涨18.6%，高于5月份的16.8%，为连续第13个月加速上涨。</p>\n<p>6月的增幅为1988年以来最大。在房源供应紧张的情况下，低息贷款刺激买房者争相竞价。</p>\n<p><img src=\"https://static.tigerbbs.com/3b1608cb04378f9c14b5300398c7dacd\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>策略师：美股风险不断攀升 9月是市场潜在危险期</b></p>\n<p>美国股市面临大量潜在风险。据CFRA统计，9月份通常是标普500指数一年中表现最糟糕的月份。</p>\n<p>据CFRA的数据，标普500指数在9月份只有45%的时间是在上涨，平均跌幅为0.56%，是一年所有月份中表现最糟糕的。</p>\n<p>策略师表示，目前尚不清楚美股是否会出现回调，但风险一直在上升，这其中包括周五即将公布的非农就业报告、美联储的政策变化、新冠delta变体的传播和其他政治风险。</p>\n<p><a href=\"https://laohu8.com/S/SCHW\">嘉信理财</a>首席投资策略师Liz Ann Sonders表示，“是否存在无数风险，在某个时间点可能成为导致超过3%或4%回调的风险因素？绝对存在。是否会发生在9月份？当然。”</p>\n<p>此外，在美国总统任期的第一年，股市在9月份的下降更为严重。平均而言，标普500指数在那些年里下跌了0.73%。</p>\n<p><img src=\"https://static.tigerbbs.com/406345fe0896d31e0e75e161019bb124\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p>\n<p><b>欧元区通胀率升至十年来最高水平 欧央行物价上涨暂时性观点遭遇考验</b></p>\n<p>欧元区8月份通胀率升至十年来最高水平，对决策者关于危机后通胀压力上升是暂时性的观点带来考验。</p>\n<p>欧元区消费者价格（CPI）同比增长3%，超过接受媒体调查的所有37位经济学家的预期。剔除能源和食品等波动性项目的核心通胀率同比上涨1.6%，创2012年以来新高。</p>\n<p>虽然全球供应紧张局面在推高成本，但欧元区的物价飙升还受到一次性因素的推动，例如上年同期比较数字较低等因素。欧洲央行认为通胀上涨是暂时性的，与预计很快就会开始减码的美联储相比，欧元区保持的货币政策要宽松很多。</p>\n<p>不过目前来看， 欧元区的物价上涨可能会继续加快。该地区最大经济体德国的输入型通胀率目前在15%。欧元区零售商计划在未来三个月提升物价，不过消费者也调整了应对之策，表示他们不太可能在未来一年进行重要采购。</p>\n<p><img src=\"https://static.tigerbbs.com/57c946927c48acdae3842f144826e698\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p>\n<p><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a>新款手表可能因生产问题而延误</b></p>\n<p>据一位知情人士透露，苹果公司即将发布的新款<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手表遇到生产问题，因为制造商根据新设计进行调整，可能导致延误。</p>\n<p>有报道称，新款手表预计会有更大的屏幕、更快的处理器。不愿具名的知情人士说，此次升级带来了制造挑战。</p>\n<p>据早些时候报道，新一代苹果手表生产已被推迟，主要因设计复杂。报道称，Apple Watch 7的制造商上周开始小规模生产，但没有达到令人满意的生产指标。</p>\n<p><img src=\"https://static.tigerbbs.com/de1eb85ec1dce7ade350c2083ca38300\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b><a href=\"https://laohu8.com/S/MSFT\">微软</a>：Windows 11将于10月5日上市 Win10 PC免费升级</b></p>\n<p>微软公司今日宣布，下一代桌面操作系统Windows 11将于10月5日上市。</p>\n<p>Windows操作系统最初发布于1985年，至今仍是微软的关键业务。今年第二季度，Windows业务营收为66亿美元，占微软总营收的14%。</p>\n<p>Windows 11是Windows 10发布6年后的首个重大操作系统升级，其成功上市可能会进一步确保Window特许经营权的未来，也将使微软的其他业务部门受益，如Azure和Office。</p>\n<p>微软在2015年发布了Windows 10，至今已有6年，为市场上存续时间最长的Windows版本。如今，Windows 10已经成为世界上最受欢迎的PC操作系统，拥有13亿部月活跃设备。</p>\n<p>微软将继续支持Windows 10，直至2025年。</p>\n<p><img src=\"https://static.tigerbbs.com/85d8b4d1dca29ae99f133b660c746522\" tg-width=\"550\" tg-height=\"311\" referrerpolicy=\"no-referrer\"></p>\n<p><b><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>将强制返回办公室的计划推迟到2022年 因新冠病例激增</b></p>\n<p>谷歌将员工必须回办公室上班的日期推迟到1月10日之后，因全球多国新冠病例再度激增、疫情存在不确定性。</p>\n<p>Alphabet Inc．首席执行官Sundar Pichai周二发给员工的备忘录称，回办公室上班至少在1月10日之前是可选项。一旦决定要求员工回办公室，该公司将提前30天通知。但Pichai没有具体指定美国或其他地方的员工必须返回办公室的日期。</p>\n<p>“1月10日之后，我们将允许各国和各地区根据当地情况决定何时结束自愿在家工作，”Pichai写道。</p>\n<p>谷歌此前已将强制性返回办公室的时间推迟到10月18日。这家互联网巨头曾表示，将要求员工以“混合”模式工作，约60%的人回到疫情前所在办公室。8月份，对员工提出在办公室完全重开后远程工作或调换办公室的请求，谷歌批准了85%的申请。</p>","source":"sina_us","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>外媒头条：风险不断攀升！9月是美股潜在危险期</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n外媒头条：风险不断攀升！9月是美股潜在危险期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-01 05:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-09-01/doc-iktzqtyt3324812.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美国6月份住宅价格涨幅再创新高 受低利率和房源紧张推动\n\n\n2、策略师：美股风险不断攀升 9月是市场潜在危险期\n\n\n3、欧元区通胀率升至十年来最高水平 欧央行物价上涨暂时性观点遭遇考验\n\n\n4、苹果新款手表可能因生产问题而延误\n\n\n5、微软：Windows 11将于10月5日上市 Win10 PC免费升级\n\n\n6、谷歌将强制返回办公室的计划推迟...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-09-01/doc-iktzqtyt3324812.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/082208e3c37780dd55878056410ffa43","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","MSFT":"微软","OEX":"标普100","SH":"做空标普500-Proshares","SSO":"2倍做多标普500ETF-ProShares","GOOG":"谷歌","UPRO":"三倍做多标普500ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares",".SPX":"S&P 500 Index","GOOGL":"谷歌A","IVV":"标普500ETF-iShares"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-09-01/doc-iktzqtyt3324812.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164690348","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美国6月份住宅价格涨幅再创新高 受低利率和房源紧张推动\n\n\n2、策略师：美股风险不断攀升 9月是市场潜在危险期\n\n\n3、欧元区通胀率升至十年来最高水平 欧央行物价上涨暂时性观点遭遇考验\n\n\n4、苹果新款手表可能因生产问题而延误\n\n\n5、微软：Windows 11将于10月5日上市 Win10 PC免费升级\n\n\n6、谷歌将强制返回办公室的计划推迟到2022年 因新冠病例激增\n\n\n美国6月份住宅价格涨幅再创新高 受低利率和房源紧张推动\n美国住宅价格再度创下30多年来最大涨幅。\n根据周二发布的声明，6月份标普CoreLogic凯斯-席勒全国房价指数同比上涨18.6%，高于5月份的16.8%，为连续第13个月加速上涨。\n6月的增幅为1988年以来最大。在房源供应紧张的情况下，低息贷款刺激买房者争相竞价。\n\n策略师：美股风险不断攀升 9月是市场潜在危险期\n美国股市面临大量潜在风险。据CFRA统计，9月份通常是标普500指数一年中表现最糟糕的月份。\n据CFRA的数据，标普500指数在9月份只有45%的时间是在上涨，平均跌幅为0.56%，是一年所有月份中表现最糟糕的。\n策略师表示，目前尚不清楚美股是否会出现回调，但风险一直在上升，这其中包括周五即将公布的非农就业报告、美联储的政策变化、新冠delta变体的传播和其他政治风险。\n嘉信理财首席投资策略师Liz Ann Sonders表示，“是否存在无数风险，在某个时间点可能成为导致超过3%或4%回调的风险因素？绝对存在。是否会发生在9月份？当然。”\n此外，在美国总统任期的第一年，股市在9月份的下降更为严重。平均而言，标普500指数在那些年里下跌了0.73%。\n\n欧元区通胀率升至十年来最高水平 欧央行物价上涨暂时性观点遭遇考验\n欧元区8月份通胀率升至十年来最高水平，对决策者关于危机后通胀压力上升是暂时性的观点带来考验。\n欧元区消费者价格（CPI）同比增长3%，超过接受媒体调查的所有37位经济学家的预期。剔除能源和食品等波动性项目的核心通胀率同比上涨1.6%，创2012年以来新高。\n虽然全球供应紧张局面在推高成本，但欧元区的物价飙升还受到一次性因素的推动，例如上年同期比较数字较低等因素。欧洲央行认为通胀上涨是暂时性的，与预计很快就会开始减码的美联储相比，欧元区保持的货币政策要宽松很多。\n不过目前来看， 欧元区的物价上涨可能会继续加快。该地区最大经济体德国的输入型通胀率目前在15%。欧元区零售商计划在未来三个月提升物价，不过消费者也调整了应对之策，表示他们不太可能在未来一年进行重要采购。\n\n苹果新款手表可能因生产问题而延误\n据一位知情人士透露，苹果公司即将发布的新款智能手表遇到生产问题，因为制造商根据新设计进行调整，可能导致延误。\n有报道称，新款手表预计会有更大的屏幕、更快的处理器。不愿具名的知情人士说，此次升级带来了制造挑战。\n据早些时候报道，新一代苹果手表生产已被推迟，主要因设计复杂。报道称，Apple Watch 7的制造商上周开始小规模生产，但没有达到令人满意的生产指标。\n\n微软：Windows 11将于10月5日上市 Win10 PC免费升级\n微软公司今日宣布，下一代桌面操作系统Windows 11将于10月5日上市。\nWindows操作系统最初发布于1985年，至今仍是微软的关键业务。今年第二季度，Windows业务营收为66亿美元，占微软总营收的14%。\nWindows 11是Windows 10发布6年后的首个重大操作系统升级，其成功上市可能会进一步确保Window特许经营权的未来，也将使微软的其他业务部门受益，如Azure和Office。\n微软在2015年发布了Windows 10，至今已有6年，为市场上存续时间最长的Windows版本。如今，Windows 10已经成为世界上最受欢迎的PC操作系统，拥有13亿部月活跃设备。\n微软将继续支持Windows 10，直至2025年。\n\n谷歌将强制返回办公室的计划推迟到2022年 因新冠病例激增\n谷歌将员工必须回办公室上班的日期推迟到1月10日之后，因全球多国新冠病例再度激增、疫情存在不确定性。\nAlphabet Inc．首席执行官Sundar 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涨的太假了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/386654099","isVote":1,"tweetType":1,"viewCount":1116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":495664142357360,"gmtCreate":1762042702035,"gmtModify":1762042704527,"author":{"id":"3512565093501867","authorId":"3512565093501867","name":"skyteeth","avatar":"https://static.tigerbbs.com/d5456f2b4b0b4aefa5ca236830c6e715","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3512565093501867","idStr":"3512565093501867"},"themes":[],"title":"","htmlText":"不是卖了苹果了吗？又追高买进去了？","listText":"不是卖了苹果了吗？又追高买进去了？","text":"不是卖了苹果了吗？又追高买进去了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/495664142357360","repostId":"1190048355","repostType":2,"repost":{"id":"1190048355","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1761998505,"share":"https://www.laohu8.com/m/news/1190048355?lang=zh_CN&edition=full","pubTime":"2025-11-01 20:01","market":"us","language":"zh","title":"伯克希尔Q3运营利润大增34%，现金储备3816.7亿美元再创纪录","url":"https://stock-news.laohu8.com/highlight/detail?id=1190048355","media":"老虎资讯综合","summary":"11月1日，$伯克希尔(BRK.A)$哈撒韦A发布2025年第三季度业绩。财报显示，第三季度营收949.72亿美元，上年同期929.95亿美元，市场预期915.5亿美元；净利润307.96亿美元，上年同期262.51亿美元，市场预期127.3亿美元。","content":"<html><head></head><body><p>11月1日，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>发布2025年第三季度业绩。财报显示，第三季度营收949.72亿美元，上年同期929.95亿美元，市场预期915.5亿美元；净利润307.96亿美元，上年同期262.51亿美元，市场预期127.3亿美元；每股收益14.28美元，上年同期12.18美元，市场预期5.89美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3d9c2659c22f1e802768ca6798429c4\" title=\"\" tg-width=\"744\" tg-height=\"738\"/></p><p>第三季度营业利润为134.9亿美元，去年同期为100.9亿美元。</p><p>第三季度末现金储备达到创纪录的3816.7亿美元。</p><p>公司第三季度投资净收益为173.11亿美元，去年同期为161.61亿美元。</p><p>公司在三季度已连续第12个季度成为股票净卖方。</p><p>截至2025年9月30日，公司已发行1,438,223股A类等值流通股。</p><p>伯克希尔哈撒韦：多年来，我们的股权投资一直集中在少数几家公司。截至2025年9月30日及2024年12月31日，我们五大持股的公允价值分别占股权投资总公允价值的66%和71%。这两个时点的五大持仓公司均为：美国运通、苹果、美国银行、可口可乐以及雪佛龙。截至2025年9月30日，我们持有美国运通公司1.516亿股普通股，占其流通普通股的22.0%。</p><p>此外，三季度我们还持有西方石油公司的普通股。截至2025年9月30日，我们持有卡夫亨氏27.5%的流通普通股以及西方石油26.9%的流通普通股。</p><p>在第三季度和10月的前20天没有回购任何本公司的股票。</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>伯克希尔Q3运营利润大增34%，现金储备3816.7亿美元再创纪录</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伯克希尔Q3运营利润大增34%，现金储备3816.7亿美元再创纪录\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-11-01 20:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月1日，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>发布2025年第三季度业绩。财报显示，第三季度营收949.72亿美元，上年同期929.95亿美元，市场预期915.5亿美元；净利润307.96亿美元，上年同期262.51亿美元，市场预期127.3亿美元；每股收益14.28美元，上年同期12.18美元，市场预期5.89美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3d9c2659c22f1e802768ca6798429c4\" title=\"\" tg-width=\"744\" tg-height=\"738\"/></p><p>第三季度营业利润为134.9亿美元，去年同期为100.9亿美元。</p><p>第三季度末现金储备达到创纪录的3816.7亿美元。</p><p>公司第三季度投资净收益为173.11亿美元，去年同期为161.61亿美元。</p><p>公司在三季度已连续第12个季度成为股票净卖方。</p><p>截至2025年9月30日，公司已发行1,438,223股A类等值流通股。</p><p>伯克希尔哈撒韦：多年来，我们的股权投资一直集中在少数几家公司。截至2025年9月30日及2024年12月31日，我们五大持股的公允价值分别占股权投资总公允价值的66%和71%。这两个时点的五大持仓公司均为：美国运通、苹果、美国银行、可口可乐以及雪佛龙。截至2025年9月30日，我们持有美国运通公司1.516亿股普通股，占其流通普通股的22.0%。</p><p>此外，三季度我们还持有西方石油公司的普通股。截至2025年9月30日，我们持有卡夫亨氏27.5%的流通普通股以及西方石油26.9%的流通普通股。</p><p>在第三季度和10月的前20天没有回购任何本公司的股票。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4176":"多领域控股","BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190048355","content_text":"11月1日，伯克希尔发布2025年第三季度业绩。财报显示，第三季度营收949.72亿美元，上年同期929.95亿美元，市场预期915.5亿美元；净利润307.96亿美元，上年同期262.51亿美元，市场预期127.3亿美元；每股收益14.28美元，上年同期12.18美元，市场预期5.89美元。第三季度营业利润为134.9亿美元，去年同期为100.9亿美元。第三季度末现金储备达到创纪录的3816.7亿美元。公司第三季度投资净收益为173.11亿美元，去年同期为161.61亿美元。公司在三季度已连续第12个季度成为股票净卖方。截至2025年9月30日，公司已发行1,438,223股A类等值流通股。伯克希尔哈撒韦：多年来，我们的股权投资一直集中在少数几家公司。截至2025年9月30日及2024年12月31日，我们五大持股的公允价值分别占股权投资总公允价值的66%和71%。这两个时点的五大持仓公司均为：美国运通、苹果、美国银行、可口可乐以及雪佛龙。截至2025年9月30日，我们持有美国运通公司1.516亿股普通股，占其流通普通股的22.0%。此外，三季度我们还持有西方石油公司的普通股。截至2025年9月30日，我们持有卡夫亨氏27.5%的流通普通股以及西方石油26.9%的流通普通股。在第三季度和10月的前20天没有回购任何本公司的股票。","news_type":1,"symbols_score_info":{"BRK.A":1.5,"BRK.B":2}},"isVote":1,"tweetType":1,"viewCount":1956,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553522987629192","authorId":"3553522987629192","name":"王林牛肉面","avatar":"https://static.tigerbbs.com/505a98e061d773d46e713b2eaf0fe6f4","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"3553522987629192","idStr":"3553522987629192"},"content":"没追，本来货就很多，本都负数了。","text":"没追，本来货就很多，本都负数了。","html":"没追，本来货就很多，本都负数了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836752337,"gmtCreate":1629528154829,"gmtModify":1629528154829,"author":{"id":"3512565093501867","authorId":"3512565093501867","name":"skyteeth","avatar":"https://static.tigerbbs.com/d5456f2b4b0b4aefa5ca236830c6e715","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3512565093501867","idStr":"3512565093501867"},"themes":[],"htmlText":"张磊怎么还没落网","listText":"张磊怎么还没落网","text":"张磊怎么还没落网","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/836752337","repostId":"1129913656","repostType":4,"repost":{"id":"1129913656","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629526804,"share":"https://www.laohu8.com/m/news/1129913656?lang=zh_CN&edition=full","pubTime":"2021-08-21 14:20","market":"hk","language":"zh","title":"平安北京朝阳：抓获发布高瓴张磊不实信息嫌疑人","url":"https://stock-news.laohu8.com/highlight/detail?id=1129913656","media":"老虎资讯综合","summary":"近日，朝阳公安分局接高瓴天成（北京）投资咨询有限公司报案，反映有人在网上散布其公司高管张某被限制出境的不实信息，对张某名誉和公司经营造成严重损失。接报后，警方依法开展调查，将涉案嫌疑人萧某春（男，50岁）抓获。经查，该人以炒股为业，为显示消息灵通、博取他人关注，编造上述虚假信息在网络社交平台发布，后被大量转发。目前，萧某春已被朝阳公安分局依法刑事拘留，案件正在进一步工作中。","content":"<p> 近日，朝阳公安分局接高瓴天成（北京）投资咨询有限公司报案，反映有人在网上散布其公司高管张某被限制出境的不实信息，对张某名誉和公司经营造成严重损失。接报后，警方依法开展调查，将涉案嫌疑人萧某春（男，50岁）抓获。经查，该人以炒股为业，为显示消息灵通、博取他人关注，编造上述虚假信息在网络社交平台发布，后被大量转发。目前，萧某春已被朝阳公安分局依法刑事拘留，案件正在进一步工作中。</p>\n<p><img src=\"https://static.tigerbbs.com/7ce643802e40c1bdeb72e7ba2eb90dd8\" tg-width=\"869\" tg-height=\"619\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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平安北京朝阳：抓获发布高瓴张磊不实信息嫌疑人\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-21 14:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p> 近日，朝阳公安分局接高瓴天成（北京）投资咨询有限公司报案，反映有人在网上散布其公司高管张某被限制出境的不实信息，对张某名誉和公司经营造成严重损失。接报后，警方依法开展调查，将涉案嫌疑人萧某春（男，50岁）抓获。经查，该人以炒股为业，为显示消息灵通、博取他人关注，编造上述虚假信息在网络社交平台发布，后被大量转发。目前，萧某春已被朝阳公安分局依法刑事拘留，案件正在进一步工作中。</p>\n<p><img src=\"https://static.tigerbbs.com/7ce643802e40c1bdeb72e7ba2eb90dd8\" tg-width=\"869\" tg-height=\"619\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/890dd2dfb205aa8aa1d140672304b3c8","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129913656","content_text":"近日，朝阳公安分局接高瓴天成（北京）投资咨询有限公司报案，反映有人在网上散布其公司高管张某被限制出境的不实信息，对张某名誉和公司经营造成严重损失。接报后，警方依法开展调查，将涉案嫌疑人萧某春（男，50岁）抓获。经查，该人以炒股为业，为显示消息灵通、博取他人关注，编造上述虚假信息在网络社交平台发布，后被大量转发。目前，萧某春已被朝阳公安分局依法刑事拘留，案件正在进一步工作中。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611527814,"gmtCreate":1650550326670,"gmtModify":1650550326670,"author":{"id":"3512565093501867","authorId":"3512565093501867","name":"skyteeth","avatar":"https://static.tigerbbs.com/d5456f2b4b0b4aefa5ca236830c6e715","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3512565093501867","idStr":"3512565093501867"},"themes":[],"htmlText":"为什么要收购推特？","listText":"为什么要收购推特？","text":"为什么要收购推特？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/611527814","repostId":"1134052187","repostType":4,"isVote":1,"tweetType":1,"viewCount":1399,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561966810973867","authorId":"3561966810973867","name":"撒钱了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3561966810973867","idStr":"3561966810973867"},"content":"因为实在看不下去了 各种随便封 各种机器人散布谣言 他想买下来自己搞 😌","text":"因为实在看不下去了 各种随便封 各种机器人散布谣言 他想买下来自己搞 😌","html":"因为实在看不下去了 各种随便封 各种机器人散布谣言 他想买下来自己搞 😌"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}