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小韭菜头

小韭菜头

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06-14

一年内不值

市值2.1万亿美元！SpaceX到底值不值？

06-14

她的操作也看不出有什么特别好的地方

抛AMD、减持特斯拉，木头姐4.4亿美元重仓SpaceX

06-11

不会吧，没必要啊

三星办公室因涉嫌内幕交易遭到突击搜查

06-11

$海清智元(01392)$ 没发现呀，中国这么多科技企业[喷血]

06-10

$礼来(LLY)$ 也是醉了，同梓的价格，一卖就涨，一买就跌。

06-03

$英伟达(NVDA)$ 我一买就跌，太奇怪了

06-03

$首钢朗泽(02553)$ 是这个剧本，但是不好玩了，我玩不了

06-01

$创想三维(03388)$ 这是绿鞋

05-19

$赤子城科技(09911)$ 香港股市很难给股票估值，感觉随心情．暗庄明庄，交易少流动性一般。。

05-15

我也公布建仓特斯拉。美光，amd，英伟达。

比尔·阿克曼称已建仓微软，称微软正处在技术变革拐点

04-23

$正力新能(03677)$ 最值得买的股票了

04-22

$华勤技术(03296)$ 应该能到3 0 ％

04-22

$商米科技-W(06810)$ 为什么不让我申购

04-10

$MANYCORE TECH(00068)$ 不接受内地自然人和法人申购

04-10

$思格新能(06656)$ 不接受内地投资人申购？

02-09

$乐欣户外(02720)$ 全员中签？

2025-12-05

$卓越睿新(02687)$ 应该没前途，圈钱的

2025-12-03

$京东工业(07618)$ 内地客户不让打？

2025-12-01

中国市场这么大，可企业活下来这么难。

俞敏洪接替孙东旭任东方甄选法定代表人，经营范围新增外卖递送服务

2025-11-20

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08:25","market":"sg","language":"zh","title":"市值2.1万亿美元！SpaceX到底值不值？","url":"https://stock-news.laohu8.com/highlight/detail?id=2643214530","media":"格隆汇","summary":"史诗级的时代赌局","content":"<html><head></head><body><blockquote><p>史诗级的时代赌局</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/12a533d56673b478734d7dc59c1d4c8f\" tg-width=\"2732\" tg-height=\"1534\"/></p><p>美东时间6月12日，美股迎来史上最炸裂IPO。SpaceX正式登陆纳斯达克，彻底引爆全球资本狂欢。</p><p>上市首日，SpaceX大涨19.22%，市值突破2.11万亿美元，一举超越Meta、特斯拉、博通等科技巨头，跻身美国第六大市值公司。</p><p>一夜之间，<strong>马斯克个人身家也因此突破1万亿美元，成为人类历史上首位“万亿富翁”。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5febde87232b0357d0243cae7492f6aa\" tg-width=\"1080\" tg-height=\"748\"/></p><p>同时，<strong>SpaceX上市还创造了约4400名百万美元富豪，其中约400名身家将超过1亿美元，</strong>他们来自SpaceX的现任或前任员工及早期投资者。</p><p><strong>还有一大批华尔街基金、投行机构们也在这场盛宴中获利百亿甚至千亿美元，回报倍数高达几十、上百倍！</strong></p><p>但狂欢背后，也伴随巨大争议。</p><p>一家年营收不足200亿美元、成立24年持续反复亏损、2025年净亏损高达49.37亿美元的企业，却以超100倍的市销率，撑起超2.1万亿美元的天价市值。</p><p>这到底是硬核科技的提前兑现，还是资本市场吹出来的超级泡沫？</p><h2 id=\"id_650143215\">01、极速上市的背后</h2><p>正常顶级科技IPO，都要磨几年：合规打磨、机构博弈、反复定价。</p><p><strong>但SpaceX的上市进程，堪称美股史上罕见的“极速通关”：摒弃了传统企业的拖沓流程，在短短一年时间内敲定方案、落地发行、完成挂牌，以750亿美元募资额刷新全球IPO纪录。</strong></p><p>更反常的是，马斯克以前一直坚决抵制上市。</p><p>他多次公开表示：二级市场的短期业绩压力、舆论束缚，会拖死星舰、火星殖民这种超长周期的硬核项目。</p><p>如今180度的态度反转、突破常规的上市速度、反行业惯例的发行规则，足以说明这绝非简单的上市融资需求，而更可能是一场精准卡位、套利、做高估值的资本操作。</p><p><strong>SpaceX执意快速上市的核心内因之一，是为了通过资产并购嵌套，解决劣质资产无法独立上市的难题，同时完成税务层面的极致优化。</strong></p><p>首先，马斯克旗下xAI+X（原推特）累计背负175亿美元债务，长期持续亏损、无稳定造血能力，如果单独上市不仅门槛不够，而且估值溢价也会被压得非常低，根本不划算。</p><p>于是马斯克设计了一套嵌套并购：把亏损的AI、社交资产，捆绑SpaceX最赚钱的星链、垄断市场的航天业务一起上市。</p><p><strong>靠星链的优质盈利抹平财报短板，顺利达标美股上市规则。同时还盘活了xAI的历史亏损抵税额度，未来可帮公司省下百亿级税费，堪称“亏损变资产”的顶级财技。</strong></p><p>更关键的是，纯航天赛道估值天花板极低，绑定AI热门概念后，成功脱离传统航天估值锚点，制造出“太空+AI”的协同想象，直接拉高企业估值上限。</p><p>另外，SpaceX极速上市，也是为了<strong>精准卡位美股科技泡沫与AI资本红利的最后窗口期，本质是一场“抢跑收割”。</strong></p><p>当前美股科技板块处于阶段性历史高位，后续随时有可能热度消退，一旦错过当下窗口，后续市场下行、AI热钱退潮，公司募资规模、整体估值、股东套现收益都会大幅缩水。</p><p>这也是为什么SpaceX、OpenAI、Anthropic等一众AI巨头均在加速筹备上市的原因。</p><p><strong>当下“太空+AI”的双重稀缺概念，是当下资本市场最具想象力的叙事组合，SpaceX选择在此热度顶峰期上市，能够最大化享受赛道红利，实现远超传统航天企业的估值定价。</strong></p><p>值得一提的是，不同于普通新股上市需等待3个月观察期才能纳入指数，纳斯达克为SpaceX开通快速通道，上市仅15个交易日即可纳入纳斯达克100指数，并上调权重。</p><p>这意味着，<strong>全球超12万亿美元追踪纳指100的被动基金、养老金、401K退休金账户，将按照规则强制被动买入SpaceX，形成百亿级确定性刚性买盘，为股价筑牢底部支撑。</strong></p><p>这套规则红利具备极强的时效性，窗口期转瞬即逝，越早上市，套利空间越大、资金托底效果越显著。也是SpaceX必须火速落地的关键原因。</p><h2 id=\"id_326736470\">02、一边烧钱、一边讲故事</h2><p>支撑SpaceX万亿估值的核心，是其独家构建的“航天发射+卫星互联网+AI算力”三大业务闭环，但三大板块现实价值天差地别，这也是资本市场争议其估值的核心来源。</p><p>根据招股书显示，SpaceX在2025财年的合并营收为186.74亿美元，合并净利润由2024财年的7.91亿美元变为亏损49.37亿美元。</p><p>2026年一季度，SpaceX实现合并营收46.94亿美元，实现合并净利润为亏损42.76亿美元，合并调整后息税前利润则为11.27亿美元。</p><p>其中，<strong>作为技术底座的航天发射业务，是行业绝对龙头，却持续亏损。</strong></p><p>目前SpaceX累计完成超650次发射，85%以上任务实现火箭复用，2025年入轨载荷占全球总量80%以上，垄断全球商业航天发射市场。猎鹰9号、重型猎鹰、龙飞船、星舰四大产品线全覆盖，手握NASA、美国国防部长期大额订单，2025年该板块营收超40亿美元。</p><p>但受星舰持续高强度研发投入拖累，全年运营亏损6.57亿美元，仅能承担技术迭代、市场卡位的战略功能，无法贡献利润。</p><p><strong>作为唯一现金牛的星链卫星互联网业务，是公司估值的核心基本面支撑。</strong></p><p>2025年，星链卫星互联网业务营收达113.87亿美元，占公司总营收60.9%，运营净利润高达44.23亿美元，两年间利润增长近10倍。</p><p>截至2026年3月，星链在轨卫星超9600颗，占全球活跃卫星75%，覆盖164个国家和地区，付费用户突破1030万。</p><p>不过这一块业务也有隐忧，随着市场向欠发达地区下沉，单用户月均收入从2023年99美元降至66美元，增收不增利的增长瓶颈逐步凸显。</p><p><strong>而作为远期估值故事的AI业务，是烧钱主力，落地尚遥遥无期。</strong></p><p>2026年2月SpaceX收购xAI，正式将AI列为三大核心业务，布局AI算力基建、Grok大模型与轨道太空数据中心。</p><p>目前AI部门由于xAI用于采购及建设大规模算力中心导致的巨额资本支出，仍处于大幅亏损状态。2025年AI业务亏损63.55亿美元，2026年一季度再亏24.69亿美元，单季资本开支77.23亿美元，远超航天发射与星链业务开支总和。</p><p>但SpaceX对其AI部门寄予极高的期望。<strong>其在招股书中描绘，未来SpaceX理论最大潜在收入规模高达到28.5万亿美元；其中，太空发射仅占3700亿美元，星链的全球通信收入规模为1.6万亿美元，而人工智能市场收入将为26.5万亿美元，站绝对大头。</strong></p><p>这是一个堪称完全是天方夜谭的难以想象的数字。</p><p>但现实却极其骨感，<strong>目前AI业务仅靠与Anthropic、谷歌的月度算力租赁订单维持基本营收，暂无自研大模型闭环能力，规划中的太空太阳能算力中心、百太瓦级超级算力体系，更像是一个为了支撑高估值而画的远期叙事大饼。</strong></p><h2 id=\"id_2934211599\">03、超2万亿估值到底值不值？</h2><p>站在2.11万亿美元的市值关口，SpaceX也成为了近年美股分歧最极致的超级IPO。</p><p>一边是散户疯狂抢购、资金扎堆狂欢，一边是顶级机构、资深资本大佬公开看空、预警泡沫。</p><p><strong>市场最大的争议核心是：一家持续亏损、年营收不足200亿美元的企业，是否配得上碾压众多千亿营收科技巨头的天价估值？</strong></p><p>从估值指标看，苹果10倍、特斯拉15倍、英伟达25倍的市销率尚且贴合行业可理解的合理区间，而SpaceX市销率高达百倍，已经完全脱离传统估值体系，让人无法理解认同；</p><p>从经营基本面看，SpaceX成立以来累计亏损413亿美元，2026年一季度亏损再度扩大710%，扩张完全依靠外部融资输血，暂无明确盈利拐点；</p><p>从风险层面看，马斯克手握超84%投票权的绝对集权模式缺乏股东制衡，治理风险突出，同时星舰迭代屡次失败、太空AI算力商业化落地渺茫，宏大叙事的兑现概率极低。</p><p>但依旧有大量顶级资本与产业机构坚定押注，他们的核心共识在于，SpaceX突破了传统企业估值框架，其价值不在于当期盈利，而在于独家垄断的太空+AI下一代基础设施赛道，稀缺性无可替代。</p><p><strong>高盛预计，SpaceX的人工智能业务收入到2030年将激增约100倍，其人工智能部门的收入将从2025年的32亿美元增长至2030年的3220亿美元。SpaceX的总收入预计将在2030年达到4740亿美元。</strong></p><p>与多头狂热形成鲜明对比的是，大量权威机构、资深做空资本对SpaceX天价估值发出严厉预警，认为本轮行情完全脱离基本面，是情绪与叙事催生的巨大泡沫。</p><p><strong>知名大空头、《华尔街最精准做空者》詹姆斯·查诺斯公开炮轰，直言SpaceX是一场彻头彻尾的“希望与梦想式IPO”，其近2万亿美元的估值完全依托市场对马斯克的个人信仰，而非真实财务表现。</strong></p><p>他批评，市场在为一家自由现金流为负、持续大额烧钱的企业支付史诗级溢价，在任何合理的长期经营假设下，该估值都无法成立，本质是资本炒作的海市蜃楼。</p><p>IPO当日，评级机构CFRA率先发布独家“卖出”评级，给出115美元目标价，较135美元发行价折价近15%，核心理由是SpaceX估值严重透支，星链的微薄盈利持续被星舰、xAI两大吞金业务吞噬，且AI赛道入局较晚，无核心差异化优势，难以兑现万亿级市场预期。</p><p>晨星（Morningstar）研报更为激进，分析师尼古拉斯·欧文斯将其公允价值仅定为63美元，较发行价腰斩超53%，公允估值仅7800亿美元，理由是当前估值过高溢价完全是市场为太空数据中心、火星殖民等未落地、高风险远期概念支付的空想价格，不可能成为现实。</p><h2 id=\"id_4016552975\">04、结语</h2><p>SpaceX的史诗级IPO狂欢，可以说是全球资本对“太空+AI”下一代基础设施的极致押注。</p><p>短期来看，依托稀缺赛道、稳固壁垒与完善的资本防护体系，SpaceX的高估值仍有支撑空间。</p><p>但长期而言，万亿市值能否站稳，最终不取决于叙事有多宏大，而取决于星舰技术能否落地、太空AI算力能否商业化、持续亏损的循环能否打破。</p><p>这场属于星辰大海的资本盛宴，终究需要真实的技术突破与盈利能力来买单。</p></body></html>","source":"gelonghui_highlight","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>市值2.1万亿美元！SpaceX到底值不值？</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市值2.1万亿美元！SpaceX到底值不值？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-14 08:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/5189815><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>史诗级的时代赌局美东时间6月12日，美股迎来史上最炸裂IPO。SpaceX正式登陆纳斯达克，彻底引爆全球资本狂欢。上市首日，SpaceX大涨19.22%，市值突破2.11万亿美元，一举超越Meta、特斯拉、博通等科技巨头，跻身美国第六大市值公司。一夜之间，马斯克个人身家也因此突破1万亿美元，成为人类历史上首位“万亿富翁”。同时，SpaceX上市还创造了约4400名百万美元富豪，其中约400名身家将...</p>\n\n<a href=\"https://www.gelonghui.com/p/5189815\">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/1ccbfdfde15f3bdc8fa15fad42df9a33","relate_stocks":{"SPAL":"2倍做多Space X ETF-GraniteShares","XOVR":"ERShares Private-Public Crossover ETF","SPCF":"2倍做多SpaceX ETF-ProShares","UFO":"Procure Space ETF","BK4089":"非传统电信运营商","SPCH":"2倍做多SpaceX ETF-Leverage Shares","LOFF":"2倍做多SpaceX ETF-Direxion","SPCX":"SPAC and New Issue ETF","SPCU":"2倍做多SpaceX ETF-Defiance","SNK":"2倍做空SpaceX ETF-GraniteShares","BK4615":"SpaceX概念","DXYZ":"Destiny Tech100 Inc"},"source_url":"https://www.gelonghui.com/p/5189815","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2643214530","content_text":"史诗级的时代赌局美东时间6月12日，美股迎来史上最炸裂IPO。SpaceX正式登陆纳斯达克，彻底引爆全球资本狂欢。上市首日，SpaceX大涨19.22%，市值突破2.11万亿美元，一举超越Meta、特斯拉、博通等科技巨头，跻身美国第六大市值公司。一夜之间，马斯克个人身家也因此突破1万亿美元，成为人类历史上首位“万亿富翁”。同时，SpaceX上市还创造了约4400名百万美元富豪，其中约400名身家将超过1亿美元，他们来自SpaceX的现任或前任员工及早期投资者。还有一大批华尔街基金、投行机构们也在这场盛宴中获利百亿甚至千亿美元，回报倍数高达几十、上百倍！但狂欢背后，也伴随巨大争议。一家年营收不足200亿美元、成立24年持续反复亏损、2025年净亏损高达49.37亿美元的企业，却以超100倍的市销率，撑起超2.1万亿美元的天价市值。这到底是硬核科技的提前兑现，还是资本市场吹出来的超级泡沫？01、极速上市的背后正常顶级科技IPO，都要磨几年：合规打磨、机构博弈、反复定价。但SpaceX的上市进程，堪称美股史上罕见的“极速通关”：摒弃了传统企业的拖沓流程，在短短一年时间内敲定方案、落地发行、完成挂牌，以750亿美元募资额刷新全球IPO纪录。更反常的是，马斯克以前一直坚决抵制上市。他多次公开表示：二级市场的短期业绩压力、舆论束缚，会拖死星舰、火星殖民这种超长周期的硬核项目。如今180度的态度反转、突破常规的上市速度、反行业惯例的发行规则，足以说明这绝非简单的上市融资需求，而更可能是一场精准卡位、套利、做高估值的资本操作。SpaceX执意快速上市的核心内因之一，是为了通过资产并购嵌套，解决劣质资产无法独立上市的难题，同时完成税务层面的极致优化。首先，马斯克旗下xAI+X（原推特）累计背负175亿美元债务，长期持续亏损、无稳定造血能力，如果单独上市不仅门槛不够，而且估值溢价也会被压得非常低，根本不划算。于是马斯克设计了一套嵌套并购：把亏损的AI、社交资产，捆绑SpaceX最赚钱的星链、垄断市场的航天业务一起上市。靠星链的优质盈利抹平财报短板，顺利达标美股上市规则。同时还盘活了xAI的历史亏损抵税额度，未来可帮公司省下百亿级税费，堪称“亏损变资产”的顶级财技。更关键的是，纯航天赛道估值天花板极低，绑定AI热门概念后，成功脱离传统航天估值锚点，制造出“太空+AI”的协同想象，直接拉高企业估值上限。另外，SpaceX极速上市，也是为了精准卡位美股科技泡沫与AI资本红利的最后窗口期，本质是一场“抢跑收割”。当前美股科技板块处于阶段性历史高位，后续随时有可能热度消退，一旦错过当下窗口，后续市场下行、AI热钱退潮，公司募资规模、整体估值、股东套现收益都会大幅缩水。这也是为什么SpaceX、OpenAI、Anthropic等一众AI巨头均在加速筹备上市的原因。当下“太空+AI”的双重稀缺概念，是当下资本市场最具想象力的叙事组合，SpaceX选择在此热度顶峰期上市，能够最大化享受赛道红利，实现远超传统航天企业的估值定价。值得一提的是，不同于普通新股上市需等待3个月观察期才能纳入指数，纳斯达克为SpaceX开通快速通道，上市仅15个交易日即可纳入纳斯达克100指数，并上调权重。这意味着，全球超12万亿美元追踪纳指100的被动基金、养老金、401K退休金账户，将按照规则强制被动买入SpaceX，形成百亿级确定性刚性买盘，为股价筑牢底部支撑。这套规则红利具备极强的时效性，窗口期转瞬即逝，越早上市，套利空间越大、资金托底效果越显著。也是SpaceX必须火速落地的关键原因。02、一边烧钱、一边讲故事支撑SpaceX万亿估值的核心，是其独家构建的“航天发射+卫星互联网+AI算力”三大业务闭环，但三大板块现实价值天差地别，这也是资本市场争议其估值的核心来源。根据招股书显示，SpaceX在2025财年的合并营收为186.74亿美元，合并净利润由2024财年的7.91亿美元变为亏损49.37亿美元。2026年一季度，SpaceX实现合并营收46.94亿美元，实现合并净利润为亏损42.76亿美元，合并调整后息税前利润则为11.27亿美元。其中，作为技术底座的航天发射业务，是行业绝对龙头，却持续亏损。目前SpaceX累计完成超650次发射，85%以上任务实现火箭复用，2025年入轨载荷占全球总量80%以上，垄断全球商业航天发射市场。猎鹰9号、重型猎鹰、龙飞船、星舰四大产品线全覆盖，手握NASA、美国国防部长期大额订单，2025年该板块营收超40亿美元。但受星舰持续高强度研发投入拖累，全年运营亏损6.57亿美元，仅能承担技术迭代、市场卡位的战略功能，无法贡献利润。作为唯一现金牛的星链卫星互联网业务，是公司估值的核心基本面支撑。2025年，星链卫星互联网业务营收达113.87亿美元，占公司总营收60.9%，运营净利润高达44.23亿美元，两年间利润增长近10倍。截至2026年3月，星链在轨卫星超9600颗，占全球活跃卫星75%，覆盖164个国家和地区，付费用户突破1030万。不过这一块业务也有隐忧，随着市场向欠发达地区下沉，单用户月均收入从2023年99美元降至66美元，增收不增利的增长瓶颈逐步凸显。而作为远期估值故事的AI业务，是烧钱主力，落地尚遥遥无期。2026年2月SpaceX收购xAI，正式将AI列为三大核心业务，布局AI算力基建、Grok大模型与轨道太空数据中心。目前AI部门由于xAI用于采购及建设大规模算力中心导致的巨额资本支出，仍处于大幅亏损状态。2025年AI业务亏损63.55亿美元，2026年一季度再亏24.69亿美元，单季资本开支77.23亿美元，远超航天发射与星链业务开支总和。但SpaceX对其AI部门寄予极高的期望。其在招股书中描绘，未来SpaceX理论最大潜在收入规模高达到28.5万亿美元；其中，太空发射仅占3700亿美元，星链的全球通信收入规模为1.6万亿美元，而人工智能市场收入将为26.5万亿美元，站绝对大头。这是一个堪称完全是天方夜谭的难以想象的数字。但现实却极其骨感，目前AI业务仅靠与Anthropic、谷歌的月度算力租赁订单维持基本营收，暂无自研大模型闭环能力，规划中的太空太阳能算力中心、百太瓦级超级算力体系，更像是一个为了支撑高估值而画的远期叙事大饼。03、超2万亿估值到底值不值？站在2.11万亿美元的市值关口，SpaceX也成为了近年美股分歧最极致的超级IPO。一边是散户疯狂抢购、资金扎堆狂欢，一边是顶级机构、资深资本大佬公开看空、预警泡沫。市场最大的争议核心是：一家持续亏损、年营收不足200亿美元的企业，是否配得上碾压众多千亿营收科技巨头的天价估值？从估值指标看，苹果10倍、特斯拉15倍、英伟达25倍的市销率尚且贴合行业可理解的合理区间，而SpaceX市销率高达百倍，已经完全脱离传统估值体系，让人无法理解认同；从经营基本面看，SpaceX成立以来累计亏损413亿美元，2026年一季度亏损再度扩大710%，扩张完全依靠外部融资输血，暂无明确盈利拐点；从风险层面看，马斯克手握超84%投票权的绝对集权模式缺乏股东制衡，治理风险突出，同时星舰迭代屡次失败、太空AI算力商业化落地渺茫，宏大叙事的兑现概率极低。但依旧有大量顶级资本与产业机构坚定押注，他们的核心共识在于，SpaceX突破了传统企业估值框架，其价值不在于当期盈利，而在于独家垄断的太空+AI下一代基础设施赛道，稀缺性无可替代。高盛预计，SpaceX的人工智能业务收入到2030年将激增约100倍，其人工智能部门的收入将从2025年的32亿美元增长至2030年的3220亿美元。SpaceX的总收入预计将在2030年达到4740亿美元。与多头狂热形成鲜明对比的是，大量权威机构、资深做空资本对SpaceX天价估值发出严厉预警，认为本轮行情完全脱离基本面，是情绪与叙事催生的巨大泡沫。知名大空头、《华尔街最精准做空者》詹姆斯·查诺斯公开炮轰，直言SpaceX是一场彻头彻尾的“希望与梦想式IPO”，其近2万亿美元的估值完全依托市场对马斯克的个人信仰，而非真实财务表现。他批评，市场在为一家自由现金流为负、持续大额烧钱的企业支付史诗级溢价，在任何合理的长期经营假设下，该估值都无法成立，本质是资本炒作的海市蜃楼。IPO当日，评级机构CFRA率先发布独家“卖出”评级，给出115美元目标价，较135美元发行价折价近15%，核心理由是SpaceX估值严重透支，星链的微薄盈利持续被星舰、xAI两大吞金业务吞噬，且AI赛道入局较晚，无核心差异化优势，难以兑现万亿级市场预期。晨星（Morningstar）研报更为激进，分析师尼古拉斯·欧文斯将其公允价值仅定为63美元，较发行价腰斩超53%，公允估值仅7800亿美元，理由是当前估值过高溢价完全是市场为太空数据中心、火星殖民等未落地、高风险远期概念支付的空想价格，不可能成为现实。04、结语SpaceX的史诗级IPO狂欢，可以说是全球资本对“太空+AI”下一代基础设施的极致押注。短期来看，依托稀缺赛道、稳固壁垒与完善的资本防护体系，SpaceX的高估值仍有支撑空间。但长期而言，万亿市值能否站稳，最终不取决于叙事有多宏大，而取决于星舰技术能否落地、太空AI算力能否商业化、持续亏损的循环能否打破。这场属于星辰大海的资本盛宴，终究需要真实的技术突破与盈利能力来买单。","news_type":1,"symbols_score_info":{"UFO":0.6,"DXYZ":1.5,"SPCF":0.6,"SPCU":1.5,"SNK":1.5,"LOFF":0.6,"XOVR":1.5,"SPCH":0.6,"SPAL":1.5,"SPCX":1.5}},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":575038932228344,"gmtCreate":1781404316621,"gmtModify":1781404565344,"author":{"id":"3514972561437889","authorId":"3514972561437889","name":"小韭菜头","avatar":"https://static.tigerbbs.com/8637a57d4fb6896edea0788dfb1b3bcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514972561437889","authorIdStr":"3514972561437889"},"themes":[],"title":"","htmlText":"她的操作也看不出有什么特别好的地方","listText":"她的操作也看不出有什么特别好的地方","text":"她的操作也看不出有什么特别好的地方","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/575038932228344","repostId":"2643321415","repostT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07:30","market":"sg","language":"zh","title":"抛AMD、减持特斯拉，木头姐4.4亿美元重仓SpaceX","url":"https://stock-news.laohu8.com/highlight/detail?id=2643321415","media":"华尔街见闻","summary":"木头姐ARK基金披露，旗下多只ETF合计以约4.43亿美元买入约329万股SpaceX私募股份，使其成为ARK Venture Fund第一大持仓（占净资产11.38%）。与此同时，ARK大举减持AMD、特斯拉、百度等成熟科技股。","content":"<html><head></head><body><blockquote><p>木头姐ARK基金披露，旗下多只ETF合计以约4.43亿美元买入约329万股SpaceX私募股份，使其成为ARK Venture Fund第一大持仓（占净资产11.38%）。与此同时，ARK大举减持AMD、特斯拉、百度等成熟科技股。</p></blockquote><p style=\"text-align: left;\">木头姐把最大的一注，押在了SpaceX身上。</p><p style=\"text-align: left;\">6月12日，凯西·伍德（Cathie Wood）旗下ARK Invest披露最新交易记录。这一天，ARK旗下多只ETF合计买入约329万股SpaceX，总金额约4.43亿美元。</p><p style=\"text-align: left;\">值得注意的是，这笔买入走的是ARK Venture Fund这个专门投资私募市场的基金通道。换句话说，这不是在二级市场买股票，而是在IPO前以私募方式拿筹码。</p><p style=\"text-align: left;\">与此同时，ARK大幅减持AMD、特斯拉、百度等多只成熟科技股，腾出资金集中押注太空赛道。这一系列操作，清晰勾勒出ARK当前的资产重配方向。</p><p style=\"text-align: left;\">此次买入后，SpaceX已成为ARK Venture Fund的第一大持仓，占基金净资产比例达11.38%（截至5月31日数据）。</p><h2 id=\"id_356699102\" style=\"text-align: left;\">4.4亿美元买的是什么？</h2><p style=\"text-align: left;\">ARK买入的SpaceX股份，来自私募市场，而非公开交易所。</p><p style=\"text-align: left;\">这意味着这批股份的定价，依赖私募市场谈判，而非公开市场的连续报价。在SpaceX正式上市之前，这些持仓无法像普通股票一样随时买卖。</p><p style=\"text-align: left;\">据Crypto Briefing报道，SpaceX已于2026年4月1日提交保密S-1草案，目标登陆纳斯达克，IPO目标估值高达<strong>1.75万亿美元</strong>。若成真，SpaceX将在上市首日跻身全球最有价值的公司之列——这一量级，是许多科技巨头花了数十年才达到的。</p><p style=\"text-align: left;\">ARK最早在2023年底入场SpaceX，彼时公司估值不足2000亿美元。此后ARK持续加仓，并在2026年初通过SpaceX与xAI的合并进一步增加了敞口。到2024年，SpaceX估值已升至3500亿美元。</p><h2 id=\"id_2989935657\">卖了什么：AMD、特斯拉、百度全线减持</h2><p style=\"text-align: left;\">为了给SpaceX腾仓位，ARK这一天的卖出清单相当密集。</p><p style=\"text-align: left;\">据路透社报道，ARK通过ARKQ、ARKW及ARKX三只ETF合计出售约8万股AMD，套现约<strong>3930万美元</strong>，延续此前持续削减AMD仓位的趋势。</p><p style=\"text-align: left;\">同日，ARK还减持了：</p><ul style=\"\"><li><p style=\"text-align: left;\"><strong>特斯拉</strong>：约3.99万股，涉及金额约<strong>1590万美元</strong></p></li><li><p style=\"text-align: left;\"><strong>百度</strong>：约6.74万股，套现约<strong>783万美元</strong></p></li><li><p style=\"text-align: left;\"><strong>Roku</strong>：约9.88万股，套现约<strong>1182万美元</strong>（连续两日减持）</p></li><li><p style=\"text-align: left;\"><strong>火箭实验室（Rocket Lab）</strong>：约5.07万股，套现约<strong>582万美元</strong></p></li><li><p style=\"text-align: left;\">此外还减持了CrowdStrike、Cloudflare、Veracyte等多只股票</p></li></ul><p style=\"text-align: left;\">从卖出名单来看，ARK减持的既有芯片（AMD）、流媒体（Roku）、自动驾驶（特斯拉），也有网络安全（CrowdStrike、Cloudflare）和基因组学（10X Genomics）——几乎是对现有科技持仓的全面瘦身，资金集中流向SpaceX这一单一押注。</p><h2 id=\"id_2245976949\" style=\"text-align: left;\">第一大仓位，但集中度风险不容忽视</h2><p style=\"text-align: left;\">SpaceX占ARK Venture Fund净资产的11.38%，是基金内单一最大持仓。</p><p style=\"text-align: left;\">值得注意的是，这一比例在今年3月31日时更高，达到17.02%，此后有所下降——可能是ARK主动再平衡，也可能是其他持仓相对增值所致。</p><p style=\"text-align: left;\">据Crypto Briefing报道，ARK内部模型对SpaceX的长期估值相当激进：基准情景下，2030年企业价值约<strong>2.5万亿美元</strong>；乐观情景约<strong>3.1万亿美元</strong>；即便是悲观情景，也约<strong>1.7万亿美元</strong>，与IPO目标估值基本持平。</p><p style=\"text-align: left;\">但集中度是把双刃剑。超过11%的单一私募持仓，意味着SpaceX IPO的成败，将对ARK Venture Fund的净值产生直接且显著的影响。如果上市后估值被压缩，这一集中度同样会放大损失。</p><h2 id=\"id_920464681\" style=\"text-align: left;\">ARK Venture Fund：让散户进入私募市场的“通道”</h2><p style=\"text-align: left;\">ARK Venture Fund的设计初衷，正是让普通投资者能够参与私募市场。</p><p style=\"text-align: left;\">过去，SpaceX这类公司的IPO前股份，几乎只对养老金、主权财富基金等机构开放。ARK通过ARKVX，把这扇门向散户打开了一条缝。</p><p style=\"text-align: left;\">但代价是流动性。私募股份不能随时卖出，估值在两轮融资之间更多依赖判断而非市场定价。投资者买入的，是一个&#34;等待上市&#34;的故事，而不是可以随时退出的流动资产。</p><h2 id=\"id_3507888319\" style=\"text-align: left;\">这笔交易的底层逻辑</h2><p style=\"text-align: left;\">ARK的核心投资逻辑是：最大的财富创造，发生在公司上市之前。</p><p style=\"text-align: left;\">SpaceX的估值轨迹，是这一逻辑的有力注脚——从不足2000亿美元到IPO目标估值1.75万亿美元，涨幅接近9倍。ARK认为，等到公司上市再买，已经错过了最肥的一段。</p><p style=\"text-align: left;\">但这套逻辑也有其边界：私募市场的估值，在上市前更多是&#34;艺术&#34;而非&#34;科学&#34;。公开市场的定价发现，往往会对私募估值形成重新检验。SpaceX的IPO，将是对ARK这笔4.4亿美元押注的最终考验。</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>抛AMD、减持特斯拉，木头姐4.4亿美元重仓SpaceX</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抛AMD、减持特斯拉，木头姐4.4亿美元重仓SpaceX\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-14 07:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>木头姐ARK基金披露，旗下多只ETF合计以约4.43亿美元买入约329万股SpaceX私募股份，使其成为ARK Venture Fund第一大持仓（占净资产11.38%）。与此同时，ARK大举减持AMD、特斯拉、百度等成熟科技股。</p></blockquote><p style=\"text-align: left;\">木头姐把最大的一注，押在了SpaceX身上。</p><p style=\"text-align: left;\">6月12日，凯西·伍德（Cathie Wood）旗下ARK Invest披露最新交易记录。这一天，ARK旗下多只ETF合计买入约329万股SpaceX，总金额约4.43亿美元。</p><p style=\"text-align: left;\">值得注意的是，这笔买入走的是ARK Venture Fund这个专门投资私募市场的基金通道。换句话说，这不是在二级市场买股票，而是在IPO前以私募方式拿筹码。</p><p style=\"text-align: left;\">与此同时，ARK大幅减持AMD、特斯拉、百度等多只成熟科技股，腾出资金集中押注太空赛道。这一系列操作，清晰勾勒出ARK当前的资产重配方向。</p><p style=\"text-align: left;\">此次买入后，SpaceX已成为ARK Venture Fund的第一大持仓，占基金净资产比例达11.38%（截至5月31日数据）。</p><h2 id=\"id_356699102\" style=\"text-align: left;\">4.4亿美元买的是什么？</h2><p style=\"text-align: left;\">ARK买入的SpaceX股份，来自私募市场，而非公开交易所。</p><p style=\"text-align: left;\">这意味着这批股份的定价，依赖私募市场谈判，而非公开市场的连续报价。在SpaceX正式上市之前，这些持仓无法像普通股票一样随时买卖。</p><p style=\"text-align: left;\">据Crypto Briefing报道，SpaceX已于2026年4月1日提交保密S-1草案，目标登陆纳斯达克，IPO目标估值高达<strong>1.75万亿美元</strong>。若成真，SpaceX将在上市首日跻身全球最有价值的公司之列——这一量级，是许多科技巨头花了数十年才达到的。</p><p style=\"text-align: left;\">ARK最早在2023年底入场SpaceX，彼时公司估值不足2000亿美元。此后ARK持续加仓，并在2026年初通过SpaceX与xAI的合并进一步增加了敞口。到2024年，SpaceX估值已升至3500亿美元。</p><h2 id=\"id_2989935657\">卖了什么：AMD、特斯拉、百度全线减持</h2><p style=\"text-align: left;\">为了给SpaceX腾仓位，ARK这一天的卖出清单相当密集。</p><p style=\"text-align: left;\">据路透社报道，ARK通过ARKQ、ARKW及ARKX三只ETF合计出售约8万股AMD，套现约<strong>3930万美元</strong>，延续此前持续削减AMD仓位的趋势。</p><p style=\"text-align: left;\">同日，ARK还减持了：</p><ul style=\"\"><li><p style=\"text-align: left;\"><strong>特斯拉</strong>：约3.99万股，涉及金额约<strong>1590万美元</strong></p></li><li><p style=\"text-align: left;\"><strong>百度</strong>：约6.74万股，套现约<strong>783万美元</strong></p></li><li><p style=\"text-align: left;\"><strong>Roku</strong>：约9.88万股，套现约<strong>1182万美元</strong>（连续两日减持）</p></li><li><p style=\"text-align: left;\"><strong>火箭实验室（Rocket Lab）</strong>：约5.07万股，套现约<strong>582万美元</strong></p></li><li><p style=\"text-align: left;\">此外还减持了CrowdStrike、Cloudflare、Veracyte等多只股票</p></li></ul><p style=\"text-align: left;\">从卖出名单来看，ARK减持的既有芯片（AMD）、流媒体（Roku）、自动驾驶（特斯拉），也有网络安全（CrowdStrike、Cloudflare）和基因组学（10X Genomics）——几乎是对现有科技持仓的全面瘦身，资金集中流向SpaceX这一单一押注。</p><h2 id=\"id_2245976949\" style=\"text-align: left;\">第一大仓位，但集中度风险不容忽视</h2><p style=\"text-align: left;\">SpaceX占ARK Venture Fund净资产的11.38%，是基金内单一最大持仓。</p><p style=\"text-align: left;\">值得注意的是，这一比例在今年3月31日时更高，达到17.02%，此后有所下降——可能是ARK主动再平衡，也可能是其他持仓相对增值所致。</p><p style=\"text-align: left;\">据Crypto Briefing报道，ARK内部模型对SpaceX的长期估值相当激进：基准情景下，2030年企业价值约<strong>2.5万亿美元</strong>；乐观情景约<strong>3.1万亿美元</strong>；即便是悲观情景，也约<strong>1.7万亿美元</strong>，与IPO目标估值基本持平。</p><p style=\"text-align: left;\">但集中度是把双刃剑。超过11%的单一私募持仓，意味着SpaceX IPO的成败，将对ARK Venture Fund的净值产生直接且显著的影响。如果上市后估值被压缩，这一集中度同样会放大损失。</p><h2 id=\"id_920464681\" style=\"text-align: left;\">ARK Venture Fund：让散户进入私募市场的“通道”</h2><p style=\"text-align: left;\">ARK Venture Fund的设计初衷，正是让普通投资者能够参与私募市场。</p><p style=\"text-align: left;\">过去，SpaceX这类公司的IPO前股份，几乎只对养老金、主权财富基金等机构开放。ARK通过ARKVX，把这扇门向散户打开了一条缝。</p><p style=\"text-align: left;\">但代价是流动性。私募股份不能随时卖出，估值在两轮融资之间更多依赖判断而非市场定价。投资者买入的，是一个&#34;等待上市&#34;的故事，而不是可以随时退出的流动资产。</p><h2 id=\"id_3507888319\" style=\"text-align: left;\">这笔交易的底层逻辑</h2><p style=\"text-align: left;\">ARK的核心投资逻辑是：最大的财富创造，发生在公司上市之前。</p><p style=\"text-align: left;\">SpaceX的估值轨迹，是这一逻辑的有力注脚——从不足2000亿美元到IPO目标估值1.75万亿美元，涨幅接近9倍。ARK认为，等到公司上市再买，已经错过了最肥的一段。</p><p style=\"text-align: left;\">但这套逻辑也有其边界：私募市场的估值，在上市前更多是&#34;艺术&#34;而非&#34;科学&#34;。公开市场的定价发现，往往会对私募估值形成重新检验。SpaceX的IPO，将是对ARK这笔4.4亿美元押注的最终考验。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0359201612.USD":"贝莱德中国基金A2","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","BK4587":"ChatGPT概念","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) 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Fund这个专门投资私募市场的基金通道。换句话说，这不是在二级市场买股票，而是在IPO前以私募方式拿筹码。与此同时，ARK大幅减持AMD、特斯拉、百度等多只成熟科技股，腾出资金集中押注太空赛道。这一系列操作，清晰勾勒出ARK当前的资产重配方向。此次买入后，SpaceX已成为ARK Venture Fund的第一大持仓，占基金净资产比例达11.38%（截至5月31日数据）。4.4亿美元买的是什么？ARK买入的SpaceX股份，来自私募市场，而非公开交易所。这意味着这批股份的定价，依赖私募市场谈判，而非公开市场的连续报价。在SpaceX正式上市之前，这些持仓无法像普通股票一样随时买卖。据Crypto Briefing报道，SpaceX已于2026年4月1日提交保密S-1草案，目标登陆纳斯达克，IPO目标估值高达1.75万亿美元。若成真，SpaceX将在上市首日跻身全球最有价值的公司之列——这一量级，是许多科技巨头花了数十年才达到的。ARK最早在2023年底入场SpaceX，彼时公司估值不足2000亿美元。此后ARK持续加仓，并在2026年初通过SpaceX与xAI的合并进一步增加了敞口。到2024年，SpaceX估值已升至3500亿美元。卖了什么：AMD、特斯拉、百度全线减持为了给SpaceX腾仓位，ARK这一天的卖出清单相当密集。据路透社报道，ARK通过ARKQ、ARKW及ARKX三只ETF合计出售约8万股AMD，套现约3930万美元，延续此前持续削减AMD仓位的趋势。同日，ARK还减持了：特斯拉：约3.99万股，涉及金额约1590万美元百度：约6.74万股，套现约783万美元Roku：约9.88万股，套现约1182万美元（连续两日减持）火箭实验室（Rocket Lab）：约5.07万股，套现约582万美元此外还减持了CrowdStrike、Cloudflare、Veracyte等多只股票从卖出名单来看，ARK减持的既有芯片（AMD）、流媒体（Roku）、自动驾驶（特斯拉），也有网络安全（CrowdStrike、Cloudflare）和基因组学（10X Genomics）——几乎是对现有科技持仓的全面瘦身，资金集中流向SpaceX这一单一押注。第一大仓位，但集中度风险不容忽视SpaceX占ARK Venture Fund净资产的11.38%，是基金内单一最大持仓。值得注意的是，这一比例在今年3月31日时更高，达到17.02%，此后有所下降——可能是ARK主动再平衡，也可能是其他持仓相对增值所致。据Crypto Briefing报道，ARK内部模型对SpaceX的长期估值相当激进：基准情景下，2030年企业价值约2.5万亿美元；乐观情景约3.1万亿美元；即便是悲观情景，也约1.7万亿美元，与IPO目标估值基本持平。但集中度是把双刃剑。超过11%的单一私募持仓，意味着SpaceX IPO的成败，将对ARK Venture Fund的净值产生直接且显著的影响。如果上市后估值被压缩，这一集中度同样会放大损失。ARK Venture Fund：让散户进入私募市场的“通道”ARK Venture Fund的设计初衷，正是让普通投资者能够参与私募市场。过去，SpaceX这类公司的IPO前股份，几乎只对养老金、主权财富基金等机构开放。ARK通过ARKVX，把这扇门向散户打开了一条缝。但代价是流动性。私募股份不能随时卖出，估值在两轮融资之间更多依赖判断而非市场定价。投资者买入的，是一个\"等待上市\"的故事，而不是可以随时退出的流动资产。这笔交易的底层逻辑ARK的核心投资逻辑是：最大的财富创造，发生在公司上市之前。SpaceX的估值轨迹，是这一逻辑的有力注脚——从不足2000亿美元到IPO目标估值1.75万亿美元，涨幅接近9倍。ARK认为，等到公司上市再买，已经错过了最肥的一段。但这套逻辑也有其边界：私募市场的估值，在上市前更多是\"艺术\"而非\"科学\"。公开市场的定价发现，往往会对私募估值形成重新检验。SpaceX的IPO，将是对ARK这笔4.4亿美元押注的最终考验。","news_type":1,"symbols_score_info":{"ARKQ":1.8,"AMDD":0.6,"AMDG":0.6,"TSII":0.6,"TSLW":0.6,"TSLP":0.6,"TSLA":1.87,"TSYY":0.6,"TSLS":0.6,"AMDS":0.6,"AMDY":0.6,"09766":0.6,"TSLY":0.6,"TSL":0.6,"AMDL":0.6,"AMUU":0.6,"AMD":1.84,"AMYY":0.6,"ARKW":1.8,"TSLZ":0.6,"TSLO":0.6,"TSLT":0.6,"AMDU":0.6,"CRSH":0.6,"AMDW":0.6,"09366":0.6,"SPCX":1.81,"TLA":0.6,"TSLQ":0.6,"DAMD":0.6,"TSDD":0.6,"TESL":0.6,"TEST":0.6,"TSLG":0.6,"07366":0.6,"ARKX":1.8,"07766":0.6,"TSLI":0.6,"TSLR":0.6}},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":574098857493256,"gmtCreate":1781174732354,"gmtModify":1781183969242,"author":{"id":"3514972561437889","authorId":"3514972561437889","name":"小韭菜头","avatar":"https://static.tigerbbs.com/8637a57d4fb6896edea0788dfb1b3bcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514972561437889","authorIdStr":"3514972561437889"},"themes":[],"title":"","htmlText":"不会吧，没必要啊","listText":"不会吧，没必要啊","text":"不会吧，没必要啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574098857493256","repostId":"1168485426","repostType":2,"repost":{"id":"1168485426","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":1781174476,"share":"https://www.laohu8.com/m/news/1168485426?lang=zh_CN&edition=full","pubTime":"2026-06-11 18:41","market":"other","language":"zh","title":"三星办公室因涉嫌内幕交易遭到突击搜查","url":"https://stock-news.laohu8.com/highlight/detail?id=1168485426","media":"老虎资讯综合","summary":"三星办公室因涉嫌内幕交易遭到突击搜查。","content":"<html><head></head><body>据韩联社，三星办公室因涉嫌内幕交易遭到突击搜查。</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>三星办公室因涉嫌内幕交易遭到突击搜查</title>\n<style 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18:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body>据韩联社，三星办公室因涉嫌内幕交易遭到突击搜查。</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/83a889b72015cbc53a5f2d8fd313e1cc","relate_stocks":{"SSNLF":"三星电子"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168485426","content_text":"据韩联社，三星办公室因涉嫌内幕交易遭到突击搜查。","news_type":1,"symbols_score_info":{"SSNLF":2}},"isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":574063236318352,"gmtCreate":1781166037349,"gmtModify":1781167235122,"author":{"id":"3514972561437889","authorId":"3514972561437889","name":"小韭菜头","avatar":"https://static.tigerbbs.com/8637a57d4fb6896edea0788dfb1b3bcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514972561437889","authorIdStr":"3514972561437889"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01392\">$海清智元(01392)$</a> 没发现呀，中国这么多科技企业[喷血]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/01392\">$海清智元(01392)$</a> 没发现呀，中国这么多科技企业[喷血]&nbsp;&nbsp;","text":"$海清智元(01392)$ 没发现呀，中国这么多科技企业[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574063236318352","isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573651041556456,"gmtCreate":1781081234523,"gmtModify":1781083946464,"author":{"id":"3514972561437889","authorId":"3514972561437889","name":"小韭菜头","avatar":"https://static.tigerbbs.com/8637a57d4fb6896edea0788dfb1b3bcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514972561437889","authorIdStr":"3514972561437889"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$&nbsp;</a> 也是醉了，同梓的价格，一卖就涨，一买就跌。","listText":"<a 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17:04","market":"us","language":"zh","title":"比尔·阿克曼称已建仓微软，称微软正处在技术变革拐点","url":"https://stock-news.laohu8.com/highlight/detail?id=1133471498","media":"老虎资讯综合","summary":"将公开一项新的投资——建仓微软。","content":"<html><head></head><body><p>知名对冲基金经理比尔·阿克曼周五披露，其执掌的潘兴广场已建立<a href=\"https://laohu8.com/S/MSFT\" title=\"微软\" class=\"\">微软</a>新仓位。阿克曼在声明中表示，微软近期股价回调创造了“令人信服的估值机会”，他特别看好Azure云业务的增长潜力以及Copilot人工智能助手在企业级市场的广阔前景。</p><p>阿克曼将此次投资与此前成功布局Alphabet、<a href=\"https://laohu8.com/S/AMZN\" title=\"亚马逊\" class=\"\">亚马逊</a>和<a href=\"https://laohu8.com/S/META\" title=\"Meta\" class=\"\">Meta</a>的经历相提并论，认为微软正处在类似的技术变革拐点。</p><p>微软持续逆市拉升，盘中涨约4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8a2419fd1545e526090a2b3e004b27f\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></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\" 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应该没前途，圈钱的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507676212899896","isVote":1,"tweetType":1,"viewCount":1770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506768158577496,"gmtCreate":1764753355903,"gmtModify":1764753357803,"author":{"id":"3514972561437889","authorId":"3514972561437889","name":"小韭菜头","avatar":"https://static.tigerbbs.com/8637a57d4fb6896edea0788dfb1b3bcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514972561437889","authorIdStr":"3514972561437889"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/07618\">$京东工业(07618)$</a> 内地客户不让打？","listText":"<a href=\"https://laohu8.com/S/07618\">$京东工业(07618)$</a> 内地客户不让打？","text":"$京东工业(07618)$ 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10:53","market":"hk","language":"zh","title":"俞敏洪接替孙东旭任东方甄选法定代表人，经营范围新增外卖递送服务","url":"https://stock-news.laohu8.com/highlight/detail?id=1149288583","media":"老虎资讯综合","summary":"12月1日，$东方甄选(01797)$一度涨近10%！俞敏洪接替孙东旭任该公司法定代表人，经营范围新增外卖递送服务。天眼查APP显示，近日，东方甄选（北京）科技有限公司发生工商变更，孙东旭卸任法定代表人、经理、执行董事职务，由俞敏洪接任。目前，东方甄选科技母公司东方优选（北京）科技有限公司尚未发生变更，孙东旭仍为法定代表人、执行董事、经理。值得关注的是，该公司经营范围新增餐饮管理、外卖递送服务、餐饮服务等。据此前报道，11月6日，俞敏洪发文确认孙东旭从东方甄选离职，并表示“我们俩之间保持着很好的沟通，没有任何龃龉和隔阂，请朋友们放心。”","content":"<html><head></head><body><p>12月1日，<a href=\"https://laohu8.com/S/01797\">东方甄选</a>一度涨近10%！俞敏洪接替孙东旭任该公司法定代表人，经营范围新增外卖递送服务。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b6286689e3a702f21b79663f0a4e3dc4\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>天眼查工商信息显示，近日，东方甄选（北京）科技有限公司发生工商变更，孙东旭卸任法定代表人、执行董事、经理，俞敏洪接任法定代表人、经理，并担任董事。同时，该公司经营范围新增餐饮管理、外卖递送服务、餐饮服务等。</p><p>东方甄选（北京）科技有限公司成立于2021年12月，注册资本1000万人民币，经营范围包括企业形象策划、会议及展览服务、食用农产品批发等。股东信息显示，该公司由东方优选（北京）科技有限公司全资持股。</p><p>11月6日，俞敏洪在社交平台发文，确认孙东旭离职。俞敏洪表示，近期孙东旭因为个人原因，提出不再继续工作。两人保持着很好的沟通，没有任何龃龉和隔阂。</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>俞敏洪接替孙东旭任东方甄选法定代表人，经营范围新增外卖递送服务</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俞敏洪接替孙东旭任东方甄选法定代表人，经营范围新增外卖递送服务\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\">2025-12-01 10:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月1日，<a href=\"https://laohu8.com/S/01797\">东方甄选</a>一度涨近10%！俞敏洪接替孙东旭任该公司法定代表人，经营范围新增外卖递送服务。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b6286689e3a702f21b79663f0a4e3dc4\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>天眼查工商信息显示，近日，东方甄选（北京）科技有限公司发生工商变更，孙东旭卸任法定代表人、执行董事、经理，俞敏洪接任法定代表人、经理，并担任董事。同时，该公司经营范围新增餐饮管理、外卖递送服务、餐饮服务等。</p><p>东方甄选（北京）科技有限公司成立于2021年12月，注册资本1000万人民币，经营范围包括企业形象策划、会议及展览服务、食用农产品批发等。股东信息显示，该公司由东方优选（北京）科技有限公司全资持股。</p><p>11月6日，俞敏洪在社交平台发文，确认孙东旭离职。俞敏洪表示，近期孙东旭因为个人原因，提出不再继续工作。两人保持着很好的沟通，没有任何龃龉和隔阂。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"01797":"东方甄选"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149288583","content_text":"12月1日，东方甄选一度涨近10%！俞敏洪接替孙东旭任该公司法定代表人，经营范围新增外卖递送服务。天眼查工商信息显示，近日，东方甄选（北京）科技有限公司发生工商变更，孙东旭卸任法定代表人、执行董事、经理，俞敏洪接任法定代表人、经理，并担任董事。同时，该公司经营范围新增餐饮管理、外卖递送服务、餐饮服务等。东方甄选（北京）科技有限公司成立于2021年12月，注册资本1000万人民币，经营范围包括企业形象策划、会议及展览服务、食用农产品批发等。股东信息显示，该公司由东方优选（北京）科技有限公司全资持股。11月6日，俞敏洪在社交平台发文，确认孙东旭离职。俞敏洪表示，近期孙东旭因为个人原因，提出不再继续工作。两人保持着很好的沟通，没有任何龃龉和隔阂。","news_type":1,"symbols_score_info":{"01797":1.5}},"isVote":1,"tweetType":1,"viewCount":2267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502136350122864,"gmtCreate":1763610602312,"gmtModify":1763610604456,"author":{"id":"3514972561437889","authorId":"3514972561437889","name":"小韭菜头","avatar":"https://static.tigerbbs.com/8637a57d4fb6896edea0788dfb1b3bcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514972561437889","authorIdStr":"3514972561437889"},"themes":[],"title":"","htmlText":"不打","listText":"不打","text":"不打","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502136350122864","isVote":1,"tweetType":1,"viewCount":2865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":375510584410168,"gmtCreate":1732695893368,"gmtModify":1732695895133,"author":{"id":"3514972561437889","authorId":"3514972561437889","name":"小韭菜头","avatar":"https://static.tigerbbs.com/8637a57d4fb6896edea0788dfb1b3bcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3514972561437889","idStr":"3514972561437889"},"themes":[],"title":"","htmlText":"经济都这样了，还让降价，疯了吗？","listText":"经济都这样了，还让降价，疯了吗？","text":"经济都这样了，还让降价，疯了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/375510584410168","repostId":"1196147473","repostType":2,"repost":{"id":"1196147473","kind":"news","pubTimestamp":1732694515,"share":"https://www.laohu8.com/m/news/1196147473?lang=zh_CN&edition=full","pubTime":"2024-11-27 16:01","market":"hk","language":"zh","title":"比亚迪回应要求供应商降价10%：年度议价是行业惯例","url":"https://stock-news.laohu8.com/highlight/detail?id=1196147473","media":"新浪财经","summary":"非强制要求，大家可协商推进。","content":"<html><head></head><body><p style=\"text-align: start;\">近日，网传一封有关比亚迪乘用车要求供应商降价的邮件称，2025年市场竞争将更加激烈，进入“大决战”、“淘汰赛”。为增强比亚迪乘用车竞争力，比亚迪需要整个供应链共同努力、持续降本。因此比亚迪对供应商所供货产品提出要求，即从2025年1月1日起降价10%。</p><p style=\"text-align: start;\">比亚迪品牌及公关处总经理李云飞回应称，与供应商的年度议价，是汽车行业的惯例。我们基于规模化大量采购，对供应商提出降价目标，非强制要求，大家可协商推进。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc217f12062bf47b09e3fd97e39d46cf\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"297\"/></p><p>网传比亚迪要求供应商降价的邮件。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e496ad2b0956c5beb9646e182d32d20\" alt=\"编者附   来源：网络 \" title=\"编者附   来源：网络 \" tg-width=\"359\" tg-height=\"532\"/><span>编者附   来源：网络 </span></p><p></p></body></html>","source":"XLCJ","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>比亚迪回应要求供应商降价10%：年度议价是行业惯例</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比亚迪回应要求供应商降价10%：年度议价是行业惯例\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-27 16:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/marketresearch/2024-11-27/doc-incxnmts3655897.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，网传一封有关比亚迪乘用车要求供应商降价的邮件称，2025年市场竞争将更加激烈，进入“大决战”、“淘汰赛”。为增强比亚迪乘用车竞争力，比亚迪需要整个供应链共同努力、持续降本。因此比亚迪对供应商所供货产品提出要求，即从2025年1月1日起降价10%。比亚迪品牌及公关处总经理李云飞回应称，与供应商的年度议价，是汽车行业的惯例。我们基于规模化大量采购，对供应商提出降价目标，非强制要求，大家可协商推进...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/marketresearch/2024-11-27/doc-incxnmts3655897.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/45e5e005a453a59287c71f4cbf428610","relate_stocks":{"002594":"比亚迪","01211":"比亚迪股份"},"source_url":"https://finance.sina.com.cn/stock/marketresearch/2024-11-27/doc-incxnmts3655897.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196147473","content_text":"近日，网传一封有关比亚迪乘用车要求供应商降价的邮件称，2025年市场竞争将更加激烈，进入“大决战”、“淘汰赛”。为增强比亚迪乘用车竞争力，比亚迪需要整个供应链共同努力、持续降本。因此比亚迪对供应商所供货产品提出要求，即从2025年1月1日起降价10%。比亚迪品牌及公关处总经理李云飞回应称，与供应商的年度议价，是汽车行业的惯例。我们基于规模化大量采购，对供应商提出降价目标，非强制要求，大家可协商推进。网传比亚迪要求供应商降价的邮件。编者附  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15:51","market":"us","language":"zh","title":"戴尔剧透英伟达B200明年发布，能耗高达1000W，AI终极利好的是：能源？","url":"https://stock-news.laohu8.com/highlight/detail?id=2416792657","media":"硬AI","summary":"财报发布后，戴尔公司的首席运营官Jeff Clarke在新闻稿中透露：$英伟达$将于2025年推出载有“Blackwell”架构的B200产品，功耗或将达到1000W。这就相当于，B200的功耗将较H100增加40%以上。Clarke表示：“将在明年的B200上实现。”B200并未出现在英伟达去年10月份发布的技术路线图中。目前，英伟达也还尚未公布B100的详细信息，不过可能会在本月晚些时候即将举行的开发者大会上释出相关细节。AI终极利好的是——能源?","content":"<html><head></head><body><blockquote><p><strong>马斯克：美国现在芯片短缺，一年后会出现变压器短缺，大约两年内就会出现电力短缺。</strong></p></blockquote><p>“芯片荒”之后，人工智能市场还将面临“电力荒”？</p><p>受益于AI服务器需求激增，全球最大的服务器制造商之一<a href=\"https://laohu8.com/S/DELL\">戴尔</a>最新财季实现了超预期的营收，股价在过去12个月的时间里上涨了一倍多。</p><p>财报发布后，戴尔公司的首席运营官Jeff Clarke在新闻稿中透露：<strong><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>将于2025年推出载有“Blackwell”架构的B200产品，功耗或将达到1000W。</strong></p><p>Clarke还表示，戴尔的旗舰产品PowerEdge XE9680机架服务器采用了英伟达GPU，是该公司历史上“速度最快”的解决方案。</p><h2 id=\"id_3897657806\">B200功耗较H100增加40%以上</h2><p>目前，英伟达尚未透露Blackwell架构的详细信息，如果从芯片制造的角度、参考散热的基本经验法则（每mm²芯片面积最高散热量为1W）来看：</p><p>英伟达的H100（基于定制4nm级工艺技术构建）的功耗约为700W（包含HBM内存功率在内），并且考虑到芯片裸片的面积大小为814mm²，因此每平方毫米的功耗实际是低于1W的。这就相当于，<strong>B200的功耗将较H100增加40%以上。</strong></p><p>有媒体机构分析指出，H200很可能会基于另一种性能增强的工艺技术构建，比如采用3nm级的工艺技术构建。</p><p>并且考虑到芯片消耗的功率以及所需的散热量，<strong>B100可能会成为该公司的第一个双芯片设计生产的GPU</strong>，从而使其具有更大的表面积来散热。据悉，AMD和<a href=\"https://laohu8.com/S/INTC\">英特尔</a>采用了具有多芯片设计的GPU架构，或将成为一种行业趋势。</p><p>除了能耗对芯片设计提出要求外，谈及AI和高性能计算（HPC）应用，还需要考虑到<strong>如何平衡这些FLOPS所需的高功率和同时释放的热能。</strong></p><p>FLOPS（floating-point operations per second）是指每秒浮点运算次数，一般用来衡量硬件的性能。</p><p>对于软件开发人员来说，重要的是如何高效地使用这些FLOPS；而对于硬件开发人员来说，重要的是如何冷却产生这些FLOPS的处理器。</p><p><strong>而这正是戴尔Blackwell处理器的优势所在。</strong></p><p>Clarke表示：</p><blockquote><p>“（英伟达下一代AI及HPC GPU）将在明年的B200上实现。”</p><p>“我们将有机会展示我们的工程技术和我们的行动速度，以及我们作为行业领导者所做的工作，<strong>将我们的专业技术用于实现液冷的规模化性能，无论是流体化学和性能方面的工作，还是我们的互连工作、我们正在做的遥测工作、我们正在做的电源管理工作。</strong>这确实让我们做好了准备，将其大规模推向市场，以利用市场上将存在的这种令人难以置信的计算能力或强度或能力。”</p></blockquote><p>B200并未出现在英伟达去年10月份发布的技术路线图中。目前，英伟达也还尚未公布B100的详细信息，不过可能会在本月晚些时候即将举行的开发者大会上释出相关细节。</p><h2 id=\"id_2264833316\">AI终极利好的是——能源?</h2><p>随着人工智能技术发展，市场眼下对芯片的需求激增，但这之后还将面临着电力需求的激增。</p><p>从行业来看，人工智能领域的蓬勃几乎重塑了本就炙手可热的数据中心市场。有相关数据显示，十年前全球数据中心市场的耗电量为100亿瓦，而如今1000亿瓦的水平已十分常见。</p><p>尽管目前人工智能仅占全球数据中心规模的一小部分。但根据美国Uptime Institute的预测，<strong>到2025年，人工智能业务在全球数据中心用电量中的占比将从2%猛增到10%。</strong></p><p>有策略师分析表示，AI技术发展利好能源股：</p><blockquote><p>“越来越多的人开始意识到，大型人工智能服务器群将需要大量能源，这正在提高一些投资者的兴趣，开始将投资范围扩大至电力、油气在内的相关能源领域，核能也开始受到关注。”</p></blockquote><p>马斯克此前也表现对出能源前景的担忧。去年年底他在一档播客节目中表示，<strong>美国现在有芯片短缺，一年后会出现变压器短缺，大约两年内就会出现电力短缺。</strong></p><p>有媒体报道称，美国目前的变压器需求主要靠进口补足。随着向更清洁电力系统转型，电网不断扩容，对变压器的需求将激增，如果不采取进一步行动，到2030年美国将面临一道难以逾越的国内供应缺口。</p></body></html>","source":"lsy1690508328926","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>戴尔剧透英伟达B200明年发布，能耗高达1000W，AI终极利好的是：能源？</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戴尔剧透英伟达B200明年发布，能耗高达1000W，AI终极利好的是：能源？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-03 15:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3709509><strong>硬AI</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克：美国现在芯片短缺，一年后会出现变压器短缺，大约两年内就会出现电力短缺。“芯片荒”之后，人工智能市场还将面临“电力荒”？受益于AI服务器需求激增，全球最大的服务器制造商之一戴尔最新财季实现了超预期的营收，股价在过去12个月的时间里上涨了一倍多。财报发布后，戴尔公司的首席运营官Jeff Clarke在新闻稿中透露：英伟达将于2025年推出载有“Blackwell”架构的B200产品，功耗或将...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3709509\">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/18fca5c26f886bf806bc1f3e72168422","relate_stocks":{"IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4535":"淡马锡持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4515":"5G概念","BK4592":"伊斯兰概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4549":"软银资本持仓","BK4550":"红杉资本持仓","BK4588":"碎股","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0061475181.USD":"THREADNEEDLE (LUX) 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ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4567":"ESG概念","LU0109392836.USD":"富兰克林科技股A","BK4585":"ETF&股票定投概念","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4141":"半导体产品","DELL":"戴尔","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4503":"景林资产持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4529":"IDC概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC"},"source_url":"https://wallstreetcn.com/articles/3709509","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2416792657","content_text":"马斯克：美国现在芯片短缺，一年后会出现变压器短缺，大约两年内就会出现电力短缺。“芯片荒”之后，人工智能市场还将面临“电力荒”？受益于AI服务器需求激增，全球最大的服务器制造商之一戴尔最新财季实现了超预期的营收，股价在过去12个月的时间里上涨了一倍多。财报发布后，戴尔公司的首席运营官Jeff Clarke在新闻稿中透露：英伟达将于2025年推出载有“Blackwell”架构的B200产品，功耗或将达到1000W。Clarke还表示，戴尔的旗舰产品PowerEdge XE9680机架服务器采用了英伟达GPU，是该公司历史上“速度最快”的解决方案。B200功耗较H100增加40%以上目前，英伟达尚未透露Blackwell架构的详细信息，如果从芯片制造的角度、参考散热的基本经验法则（每mm²芯片面积最高散热量为1W）来看：英伟达的H100（基于定制4nm级工艺技术构建）的功耗约为700W（包含HBM内存功率在内），并且考虑到芯片裸片的面积大小为814mm²，因此每平方毫米的功耗实际是低于1W的。这就相当于，B200的功耗将较H100增加40%以上。有媒体机构分析指出，H200很可能会基于另一种性能增强的工艺技术构建，比如采用3nm级的工艺技术构建。并且考虑到芯片消耗的功率以及所需的散热量，B100可能会成为该公司的第一个双芯片设计生产的GPU，从而使其具有更大的表面积来散热。据悉，AMD和英特尔采用了具有多芯片设计的GPU架构，或将成为一种行业趋势。除了能耗对芯片设计提出要求外，谈及AI和高性能计算（HPC）应用，还需要考虑到如何平衡这些FLOPS所需的高功率和同时释放的热能。FLOPS（floating-point operations per second）是指每秒浮点运算次数，一般用来衡量硬件的性能。对于软件开发人员来说，重要的是如何高效地使用这些FLOPS；而对于硬件开发人员来说，重要的是如何冷却产生这些FLOPS的处理器。而这正是戴尔Blackwell处理器的优势所在。Clarke表示：“（英伟达下一代AI及HPC GPU）将在明年的B200上实现。”“我们将有机会展示我们的工程技术和我们的行动速度，以及我们作为行业领导者所做的工作，将我们的专业技术用于实现液冷的规模化性能，无论是流体化学和性能方面的工作，还是我们的互连工作、我们正在做的遥测工作、我们正在做的电源管理工作。这确实让我们做好了准备，将其大规模推向市场，以利用市场上将存在的这种令人难以置信的计算能力或强度或能力。”B200并未出现在英伟达去年10月份发布的技术路线图中。目前，英伟达也还尚未公布B100的详细信息，不过可能会在本月晚些时候即将举行的开发者大会上释出相关细节。AI终极利好的是——能源?随着人工智能技术发展，市场眼下对芯片的需求激增，但这之后还将面临着电力需求的激增。从行业来看，人工智能领域的蓬勃几乎重塑了本就炙手可热的数据中心市场。有相关数据显示，十年前全球数据中心市场的耗电量为100亿瓦，而如今1000亿瓦的水平已十分常见。尽管目前人工智能仅占全球数据中心规模的一小部分。但根据美国Uptime Institute的预测，到2025年，人工智能业务在全球数据中心用电量中的占比将从2%猛增到10%。有策略师分析表示，AI技术发展利好能源股：“越来越多的人开始意识到，大型人工智能服务器群将需要大量能源，这正在提高一些投资者的兴趣，开始将投资范围扩大至电力、油气在内的相关能源领域，核能也开始受到关注。”马斯克此前也表现对出能源前景的担忧。去年年底他在一档播客节目中表示，美国现在有芯片短缺，一年后会出现变压器短缺，大约两年内就会出现电力短缺。有媒体报道称，美国目前的变压器需求主要靠进口补足。随着向更清洁电力系统转型，电网不断扩容，对变压器的需求将激增，如果不采取进一步行动，到2030年美国将面临一道难以逾越的国内供应缺口。","news_type":1,"symbols_score_info":{"NVDA":1,"DELL":1}},"isVote":1,"tweetType":1,"viewCount":3814,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3484797445429308","authorId":"3484797445429308","name":"Jinqiang_Q","avatar":"https://static.tigerbbs.com/cf4a5fe6038450d25d652fcbab1ddc58","crmLevel":3,"crmLevelSwitch":1,"authorIdStr":"3484797445429308","idStr":"3484797445429308"},"content":"偏？天朝新能源遥遥领先好吧[捂脸]","text":"偏？天朝新能源遥遥领先好吧[捂脸]","html":"偏？天朝新能源遥遥领先好吧[捂脸]"},{"author":{"id":"3490871611350835","authorId":"3490871611350835","name":"专注着爱自由","avatar":"https://static.tigerbbs.com/685a1405b524146bac280af8b55bab8f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3490871611350835","idStr":"3490871611350835"},"content":"新能源目前就我们发展得最好","text":"新能源目前就我们发展得最好","html":"新能源目前就我们发展得最好"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195410092114136,"gmtCreate":1688744611478,"gmtModify":1688744612794,"author":{"id":"3514972561437889","authorId":"3514972561437889","name":"小韭菜头","avatar":"https://static.tigerbbs.com/8637a57d4fb6896edea0788dfb1b3bcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3514972561437889","idStr":"3514972561437889"},"themes":[],"title":"","htmlText":"为什么罚？","listText":"为什么罚？","text":"为什么罚？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/195410092114136","repostId":"1116833314","repostType":2,"repost":{"id":"1116833314","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":1688742136,"share":"https://www.laohu8.com/m/news/1116833314?lang=zh_CN&edition=full","pubTime":"2023-07-07 23:02","market":"hk","language":"zh","title":"腾讯回应遭央行罚款：对经营和财务没有重大不利影响","url":"https://stock-news.laohu8.com/highlight/detail?id=1116833314","media":"老虎资讯综合","summary":"公司相信金融监管部门的工作重点将转入常态化监管。","content":"<html><head></head><body><p>7月7日晚间消息，腾讯回应旗下财付通公司受到央行罚单：公司相信金融监管部门的工作重点将转入常态化监管，落实促进平台经济健康发展的金融政策措施，并支持、鼓励平台企业持续提升金融普惠性。<strong>本公司认为，央行的罚款决定对本集团整体的经营和财务状况没有任何重大不利影响。</strong></p><p>同时，财付通支付科技有限公司公告，今天，我们收到了中国人民银行对财付通作出的行政处罚决定。对此，我们诚恳接受、坚决服从和落实，严格执行相关决定。此前，中国人民银行根据日常执法检查安排，对财付通开展检查并对财付通整改工作作出了具体指导。财付通全面对照人民银行要求，落实不打折扣，目前已完成自查整改，支付业务合规经营能力得到提升。我们将在此基础上，深化依法合规和可持续经营，以服务实体经济和人民群众为本源，将社会责任切实融入到业务发展之中，努力为经济社会高质量发展多做贡献。</p><p>详细了解：<a href=\"https://laohu8.com/NW/1135947580\" title=\"央行开出大罚单！支付宝、蚂蚁集团、财付通被罚巨款！\" target=\"_blank\" class=\"\">央行开出大罚单！支付宝、蚂蚁集团、财付通被罚巨款！</a></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\" 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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\">2023-07-07 23:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月7日晚间消息，腾讯回应旗下财付通公司受到央行罚单：公司相信金融监管部门的工作重点将转入常态化监管，落实促进平台经济健康发展的金融政策措施，并支持、鼓励平台企业持续提升金融普惠性。<strong>本公司认为，央行的罚款决定对本集团整体的经营和财务状况没有任何重大不利影响。</strong></p><p>同时，财付通支付科技有限公司公告，今天，我们收到了中国人民银行对财付通作出的行政处罚决定。对此，我们诚恳接受、坚决服从和落实，严格执行相关决定。此前，中国人民银行根据日常执法检查安排，对财付通开展检查并对财付通整改工作作出了具体指导。财付通全面对照人民银行要求，落实不打折扣，目前已完成自查整改，支付业务合规经营能力得到提升。我们将在此基础上，深化依法合规和可持续经营，以服务实体经济和人民群众为本源，将社会责任切实融入到业务发展之中，努力为经济社会高质量发展多做贡献。</p><p>详细了解：<a href=\"https://laohu8.com/NW/1135947580\" title=\"央行开出大罚单！支付宝、蚂蚁集团、财付通被罚巨款！\" target=\"_blank\" class=\"\">央行开出大罚单！支付宝、蚂蚁集团、财付通被罚巨款！</a></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116833314","content_text":"7月7日晚间消息，腾讯回应旗下财付通公司受到央行罚单：公司相信金融监管部门的工作重点将转入常态化监管，落实促进平台经济健康发展的金融政策措施，并支持、鼓励平台企业持续提升金融普惠性。本公司认为，央行的罚款决定对本集团整体的经营和财务状况没有任何重大不利影响。同时，财付通支付科技有限公司公告，今天，我们收到了中国人民银行对财付通作出的行政处罚决定。对此，我们诚恳接受、坚决服从和落实，严格执行相关决定。此前，中国人民银行根据日常执法检查安排，对财付通开展检查并对财付通整改工作作出了具体指导。财付通全面对照人民银行要求，落实不打折扣，目前已完成自查整改，支付业务合规经营能力得到提升。我们将在此基础上，深化依法合规和可持续经营，以服务实体经济和人民群众为本源，将社会责任切实融入到业务发展之中，努力为经济社会高质量发展多做贡献。详细了解：央行开出大罚单！支付宝、蚂蚁集团、财付通被罚巨款！","news_type":1,"symbols_score_info":{"00700":1.1}},"isVote":1,"tweetType":1,"viewCount":3890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}