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荷兰猪

荷兰猪

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03-20

没给高盛出货机会，急了又。

复盘五轮原油冲击，高盛判断：油价短期或破2008高点，长期维持百元以上高位

03-13

2030年多少你怎么不死

高盛最新调整油价预期！布伦特原油晚些时候预计回落至71美元附近地缘中断延长推高Q4目标

03-12

左手倒右手的戏法演不下去了

美股开盘 | 三大指数集体低开，理想汽车跌超4%，本田跌近6%

03-09

打不起就别打

WTI原油期货涨幅收窄至5%，七国集团准备在必要时释放石油储备以支持供应

02-12

没得炒了

盘前｜Fastly暴涨超40%，存储概念延续强势，思科、APP、QS下挫

2025-10-21

水又浅了

2025-08-20

没有波动，他们去哪赚钱，必须赢呀，华尔街白养了？

2025-08-18

这是上周新闻吗

2025-06-04

都是垃圾

外媒：特斯拉欧洲销量多地下滑，挪威成唯一亮点

2025-05-31

众人推

特斯拉奥斯汀自动驾驶测试惹祸，安全争议再起

2025-05-09

人，之说对自己有利的

联电：不需要3nm工艺，靠着28nm芯片，一样能赚大钱

2025-04-17

明天杀期权，都明牌了，狗队

2025-03-27

可怕

李想宣布推出自研操作系统星环OS：投入200名研发人员，10亿人民币

2025-03-27

重点是需要大量的时间，跑吧

帕特·基辛格：希望陈立武能重振Intel、一定要警惕华尔街

2025-03-27

闭嘴吧 SB

“木头姐”坚定看多特斯拉，大胆喊出“五年翻十倍”！

2025-03-21

狗们还在拉国债

上证5年期国债指数(全价)报196.49点

2025-03-20

嗯华为都是120%

调查称iPhone 16e难成爆款机型：仅12.4%用户满意

2025-03-17

地球上就她们一个基金买股票吗，可笑。

马斯克惹众怒！丹麦养老基金“拉黑”特斯拉，抛售所持股份

2025-03-17

中间被谁拿了

龚宇谈短剧投流模式：用户花100块钱，投资者只拿到5-7块钱

2025-03-17

水又浅了

抱歉，原内容已删除

去老虎APP查看更多动态

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12:55","market":"fut","language":"zh","title":"复盘五轮原油冲击，高盛判断：油价短期或破2008高点，长期维持百元以上高位","url":"https://stock-news.laohu8.com/highlight/detail?id=2620204572","media":"华尔街见闻","summary":"高盛大宗商品团队警告，霍尔木兹海峡持续受阻背景下，布油存在突破2008年历史高点的风险。数据显示，布油价格在2008年7月曾冲高至147.50美元/桶高点。复盘五次历史供应冲击，受冲击国四年后平均仍有42%产量损失，基础设施破坏是主因，届时油价或长期维持100美元高位。","content":"<html><head></head><body><blockquote><p>高盛大宗商品团队警告，霍尔木兹海峡持续受阻背景下，布油存在突破2008年历史高点的风险。数据显示，布油价格在2008年7月曾冲高至147.50美元/桶高点。复盘五次历史供应冲击，受冲击国四年后平均仍有42%产量损失，基础设施破坏是主因，届时油价或长期维持100美元高位。</p></blockquote><p style=\"text-align: left;\">高盛认为布伦特原油或突破2008历史高点，油价&#34;长期维持在100美元&#34;的风险上升。</p><p style=\"text-align: left;\">追风交易台消息，3月19日，高盛Daan Struyven的大宗商品研究团队研报指出，<strong>在霍尔木兹海峡通道受阻局面持续的背景下，油价上涨趋势很难停止。</strong></p><p style=\"text-align: left;\"><strong>如果这种低迷状态持续，让市场开始担忧供应中断可能延长，那么布伦特原油价格很可能突破2008年历史高点。</strong></p><p style=\"text-align: left;\">数据显示，布油价格在2008年7月曾冲高至147.50美元/桶，创历史新高。</p><p style=\"text-align: left;\">此外研报强调，<strong>任何关于美国可能限制原油出口的风险预期升温，都会进一步拉大布伦特与美国WTI原油之间的价差。</strong></p><p style=\"text-align: left;\">最重要的是，高盛判断<strong>海峡重新开放之后的世界，由于基础设施被破坏，产量可能长期无法恢复。</strong></p><h2 id=\"id_747803938\" style=\"text-align: left;\">复盘史上五次原油冲击，大型供应冲击往往持续多年</h2><p style=\"text-align: left;\">高盛基准假设是4月开始逐步修复霍尔木兹海峡通行流量，价格在2026年四季度回落至70美元区间。</p><p style=\"text-align: left;\">问题在于，这条路径对供给侧的隐含前提很强——<strong>不仅要重开，还要在重开后较快恢复生产。</strong></p><p style=\"text-align: left;\"><strong>为了评估“修复速度”，高盛回看过去50年五次最大的供给冲击，测算受冲击国家在四年后平均仍有42%的产量损失。</strong>主要原因通常是油田、管道、港口等基础设施遭到物理破坏，以及后续投资严重不足。</p><p style=\"text-align: left;\">因此高盛强调若伊朗及周边地区生产潜力遭受实质性损害，<strong>油价在风险情景下维持在100美元以上的时间可能远超市场当前预期。</strong></p><p style=\"text-align: left;\">这条线索为什么会被放大？因为中东供给权重太高。</p><p style=\"text-align: left;\">2025年伊朗原油产量为350万桶/日，另外七个波斯湾国家合计2180万桶/日，合计约占全球原油产量的30%。此外该地区合计650万桶/日的海上油田产能，因工程复杂、安全要求高，复产可能更为缓慢。</p><p style=\"text-align: left;\"><strong>报告分析，如果伊朗出现与历史均值相近的42%产量缺口，其原油产量将比冲击前低约150万桶/日。</strong></p><h2 id=\"id_660733882\" style=\"text-align: left;\">各国可能疯狂囤油，这本身就会推高价格</h2><p style=\"text-align: left;\">霍尔木兹危机带来的持续不确定性，可能从2027年起触发全球性的战略石油储备（SPR）加速建设。</p><p style=\"text-align: left;\">高盛分析原因有三：</p><blockquote><p style=\"text-align: left;\"><strong>第一，</strong>到2026年底，经合组织（OECD）国家的战略储备可能已被消耗至很低水平；</p><p style=\"text-align: left;\"><strong>第二，</strong>这次巨大的冲击可能促使各国政府提高未来的储备目标；</p><p style=\"text-align: left;\"><strong>第三</strong>，美国向市场提供的1.72亿桶战略石油储备属于“交换”而非直接出售，后续需要归还并支付溢价。</p></blockquote><p style=\"text-align: left;\"><strong>高盛估算，如果全球战略储备建设速度比基线情景加快120万桶/日，那么将为2027年底的油价带来约12美元/桶的额外上行压力。</strong></p><h2 id=\"id_803394935\" style=\"text-align: left;\">高油价最终会杀死高油价</h2><p style=\"text-align: left;\">目前全球几乎所有的原油闲置产能都因霍尔木兹海峡中断而被困在波斯湾。</p><p style=\"text-align: left;\">高盛指出，历史经验表明，如果没有大规模的持续性产能损失，<strong>在海峡重新开放后，以沙特为首的OPEC核心国家很可能动用这些闲置产能来稳定市场，弥补中断期间的产量损失。</strong></p><p style=\"text-align: left;\"><strong>在过去的供应危机中，沙特和阿联酋的增产通常在两个季度内就能抵消70%至90%的供应损失。</strong></p><p style=\"text-align: left;\"><strong>释放限制产能对于油价的压制效果有限，真正的杀死高油价的是它本身。</strong></p><p style=\"text-align: left;\">高盛认为高油价将加速能效提升和燃料替代，降低经济增长对石油的依赖。其次高油价将直接拖累全球经济，特别是能源密集型产业的活动。</p><p style=\"text-align: left;\">欧洲的工业天然气需求在2022年能源危机后，至今仍比危机前低20%-25%，这就是前车之鉴。</p><h2 id=\"id_2781267140\" style=\"text-align: left;\">综合来看，天平仍倾向涨价一端</h2><p style=\"text-align: left;\">高盛强调无论是短期还是到2027年，石油价格的风险在总体上都是偏向上行的。</p><p style=\"text-align: left;\"><strong>几次历史性供应冲击的持续性表明，在供应中断时间更长或出现大规模持续性产能损失的风险情景下，油价长期维持在100美元/桶上方的可能性真实存在。</strong></p><p style=\"text-align: justify;\">高盛对2027年第四季度布伦特油价的基准预测价格是69美元/桶，报告模拟了不同风险情景下的偏离幅度：</p><blockquote><ul style=\"\"><li><p>霍尔木兹海峡中断60天：油价+24美元；</p></li><li><p>中东产能长期损失200万桶/日：油价+20美元；</p></li><li><p>上述两者同时发生：油价+42美元；</p></li><li><p>OPEC核心国长期增产100万桶/日：油价-4美元；</p></li><li><p>全球战略储备加速建设：油价+12美元。</p></li></ul></blockquote><p style=\"text-align: justify;\"><strong>对于投资者而言，当前的关键不在于海峡何时重开，而在于重开之后，中东的石油产能到底留下了多少永久性的伤疤。后者将决定未来数年的油价中枢。</strong></p></body></html>","collect":0,"html":"<!DOCTYPE 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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\">2026-03-20 12:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>高盛大宗商品团队警告，霍尔木兹海峡持续受阻背景下，布油存在突破2008年历史高点的风险。数据显示，布油价格在2008年7月曾冲高至147.50美元/桶高点。复盘五次历史供应冲击，受冲击国四年后平均仍有42%产量损失，基础设施破坏是主因，届时油价或长期维持100美元高位。</p></blockquote><p style=\"text-align: left;\">高盛认为布伦特原油或突破2008历史高点，油价&#34;长期维持在100美元&#34;的风险上升。</p><p style=\"text-align: left;\">追风交易台消息，3月19日，高盛Daan Struyven的大宗商品研究团队研报指出，<strong>在霍尔木兹海峡通道受阻局面持续的背景下，油价上涨趋势很难停止。</strong></p><p style=\"text-align: left;\"><strong>如果这种低迷状态持续，让市场开始担忧供应中断可能延长，那么布伦特原油价格很可能突破2008年历史高点。</strong></p><p style=\"text-align: left;\">数据显示，布油价格在2008年7月曾冲高至147.50美元/桶，创历史新高。</p><p style=\"text-align: left;\">此外研报强调，<strong>任何关于美国可能限制原油出口的风险预期升温，都会进一步拉大布伦特与美国WTI原油之间的价差。</strong></p><p style=\"text-align: left;\">最重要的是，高盛判断<strong>海峡重新开放之后的世界，由于基础设施被破坏，产量可能长期无法恢复。</strong></p><h2 id=\"id_747803938\" style=\"text-align: left;\">复盘史上五次原油冲击，大型供应冲击往往持续多年</h2><p style=\"text-align: left;\">高盛基准假设是4月开始逐步修复霍尔木兹海峡通行流量，价格在2026年四季度回落至70美元区间。</p><p style=\"text-align: left;\">问题在于，这条路径对供给侧的隐含前提很强——<strong>不仅要重开，还要在重开后较快恢复生产。</strong></p><p style=\"text-align: left;\"><strong>为了评估“修复速度”，高盛回看过去50年五次最大的供给冲击，测算受冲击国家在四年后平均仍有42%的产量损失。</strong>主要原因通常是油田、管道、港口等基础设施遭到物理破坏，以及后续投资严重不足。</p><p style=\"text-align: left;\">因此高盛强调若伊朗及周边地区生产潜力遭受实质性损害，<strong>油价在风险情景下维持在100美元以上的时间可能远超市场当前预期。</strong></p><p style=\"text-align: left;\">这条线索为什么会被放大？因为中东供给权重太高。</p><p style=\"text-align: left;\">2025年伊朗原油产量为350万桶/日，另外七个波斯湾国家合计2180万桶/日，合计约占全球原油产量的30%。此外该地区合计650万桶/日的海上油田产能，因工程复杂、安全要求高，复产可能更为缓慢。</p><p style=\"text-align: left;\"><strong>报告分析，如果伊朗出现与历史均值相近的42%产量缺口，其原油产量将比冲击前低约150万桶/日。</strong></p><h2 id=\"id_660733882\" style=\"text-align: left;\">各国可能疯狂囤油，这本身就会推高价格</h2><p style=\"text-align: left;\">霍尔木兹危机带来的持续不确定性，可能从2027年起触发全球性的战略石油储备（SPR）加速建设。</p><p style=\"text-align: left;\">高盛分析原因有三：</p><blockquote><p style=\"text-align: left;\"><strong>第一，</strong>到2026年底，经合组织（OECD）国家的战略储备可能已被消耗至很低水平；</p><p style=\"text-align: left;\"><strong>第二，</strong>这次巨大的冲击可能促使各国政府提高未来的储备目标；</p><p style=\"text-align: left;\"><strong>第三</strong>，美国向市场提供的1.72亿桶战略石油储备属于“交换”而非直接出售，后续需要归还并支付溢价。</p></blockquote><p style=\"text-align: left;\"><strong>高盛估算，如果全球战略储备建设速度比基线情景加快120万桶/日，那么将为2027年底的油价带来约12美元/桶的额外上行压力。</strong></p><h2 id=\"id_803394935\" style=\"text-align: left;\">高油价最终会杀死高油价</h2><p style=\"text-align: left;\">目前全球几乎所有的原油闲置产能都因霍尔木兹海峡中断而被困在波斯湾。</p><p style=\"text-align: left;\">高盛指出，历史经验表明，如果没有大规模的持续性产能损失，<strong>在海峡重新开放后，以沙特为首的OPEC核心国家很可能动用这些闲置产能来稳定市场，弥补中断期间的产量损失。</strong></p><p style=\"text-align: left;\"><strong>在过去的供应危机中，沙特和阿联酋的增产通常在两个季度内就能抵消70%至90%的供应损失。</strong></p><p style=\"text-align: left;\"><strong>释放限制产能对于油价的压制效果有限，真正的杀死高油价的是它本身。</strong></p><p style=\"text-align: left;\">高盛认为高油价将加速能效提升和燃料替代，降低经济增长对石油的依赖。其次高油价将直接拖累全球经济，特别是能源密集型产业的活动。</p><p style=\"text-align: left;\">欧洲的工业天然气需求在2022年能源危机后，至今仍比危机前低20%-25%，这就是前车之鉴。</p><h2 id=\"id_2781267140\" style=\"text-align: left;\">综合来看，天平仍倾向涨价一端</h2><p style=\"text-align: left;\">高盛强调无论是短期还是到2027年，石油价格的风险在总体上都是偏向上行的。</p><p style=\"text-align: left;\"><strong>几次历史性供应冲击的持续性表明，在供应中断时间更长或出现大规模持续性产能损失的风险情景下，油价长期维持在100美元/桶上方的可能性真实存在。</strong></p><p style=\"text-align: justify;\">高盛对2027年第四季度布伦特油价的基准预测价格是69美元/桶，报告模拟了不同风险情景下的偏离幅度：</p><blockquote><ul style=\"\"><li><p>霍尔木兹海峡中断60天：油价+24美元；</p></li><li><p>中东产能长期损失200万桶/日：油价+20美元；</p></li><li><p>上述两者同时发生：油价+42美元；</p></li><li><p>OPEC核心国长期增产100万桶/日：油价-4美元；</p></li><li><p>全球战略储备加速建设：油价+12美元。</p></li></ul></blockquote><p style=\"text-align: justify;\"><strong>对于投资者而言，当前的关键不在于海峡何时重开，而在于重开之后，中东的石油产能到底留下了多少永久性的伤疤。后者将决定未来数年的油价中枢。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ba0e918dfd4ec815c4f78fc4cfc3ea3e","relate_stocks":{"LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","DVN":"德文能源","VLO":"瓦莱罗能源","PBR":"巴西石油公司","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","HAL":"哈里伯顿","BKR":"Baker Hughes Co","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","TTE":"道达尔","BK4588":"碎股","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","CVX":"雪佛龙","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","PBF":"PBF 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ACC","OXY":"西方石油","LU0106831901.USD":"贝莱德世界金融基金A2"},"source_url":"https://wallstreetcn.com/articles/3767975","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2620204572","content_text":"高盛大宗商品团队警告，霍尔木兹海峡持续受阻背景下，布油存在突破2008年历史高点的风险。数据显示，布油价格在2008年7月曾冲高至147.50美元/桶高点。复盘五次历史供应冲击，受冲击国四年后平均仍有42%产量损失，基础设施破坏是主因，届时油价或长期维持100美元高位。高盛认为布伦特原油或突破2008历史高点，油价\"长期维持在100美元\"的风险上升。追风交易台消息，3月19日，高盛Daan Struyven的大宗商品研究团队研报指出，在霍尔木兹海峡通道受阻局面持续的背景下，油价上涨趋势很难停止。如果这种低迷状态持续，让市场开始担忧供应中断可能延长，那么布伦特原油价格很可能突破2008年历史高点。数据显示，布油价格在2008年7月曾冲高至147.50美元/桶，创历史新高。此外研报强调，任何关于美国可能限制原油出口的风险预期升温，都会进一步拉大布伦特与美国WTI原油之间的价差。最重要的是，高盛判断海峡重新开放之后的世界，由于基础设施被破坏，产量可能长期无法恢复。复盘史上五次原油冲击，大型供应冲击往往持续多年高盛基准假设是4月开始逐步修复霍尔木兹海峡通行流量，价格在2026年四季度回落至70美元区间。问题在于，这条路径对供给侧的隐含前提很强——不仅要重开，还要在重开后较快恢复生产。为了评估“修复速度”，高盛回看过去50年五次最大的供给冲击，测算受冲击国家在四年后平均仍有42%的产量损失。主要原因通常是油田、管道、港口等基础设施遭到物理破坏，以及后续投资严重不足。因此高盛强调若伊朗及周边地区生产潜力遭受实质性损害，油价在风险情景下维持在100美元以上的时间可能远超市场当前预期。这条线索为什么会被放大？因为中东供给权重太高。2025年伊朗原油产量为350万桶/日，另外七个波斯湾国家合计2180万桶/日，合计约占全球原油产量的30%。此外该地区合计650万桶/日的海上油田产能，因工程复杂、安全要求高，复产可能更为缓慢。报告分析，如果伊朗出现与历史均值相近的42%产量缺口，其原油产量将比冲击前低约150万桶/日。各国可能疯狂囤油，这本身就会推高价格霍尔木兹危机带来的持续不确定性，可能从2027年起触发全球性的战略石油储备（SPR）加速建设。高盛分析原因有三：第一，到2026年底，经合组织（OECD）国家的战略储备可能已被消耗至很低水平；第二，这次巨大的冲击可能促使各国政府提高未来的储备目标；第三，美国向市场提供的1.72亿桶战略石油储备属于“交换”而非直接出售，后续需要归还并支付溢价。高盛估算，如果全球战略储备建设速度比基线情景加快120万桶/日，那么将为2027年底的油价带来约12美元/桶的额外上行压力。高油价最终会杀死高油价目前全球几乎所有的原油闲置产能都因霍尔木兹海峡中断而被困在波斯湾。高盛指出，历史经验表明，如果没有大规模的持续性产能损失，在海峡重新开放后，以沙特为首的OPEC核心国家很可能动用这些闲置产能来稳定市场，弥补中断期间的产量损失。在过去的供应危机中，沙特和阿联酋的增产通常在两个季度内就能抵消70%至90%的供应损失。释放限制产能对于油价的压制效果有限，真正的杀死高油价的是它本身。高盛认为高油价将加速能效提升和燃料替代，降低经济增长对石油的依赖。其次高油价将直接拖累全球经济，特别是能源密集型产业的活动。欧洲的工业天然气需求在2022年能源危机后，至今仍比危机前低20%-25%，这就是前车之鉴。综合来看，天平仍倾向涨价一端高盛强调无论是短期还是到2027年，石油价格的风险在总体上都是偏向上行的。几次历史性供应冲击的持续性表明，在供应中断时间更长或出现大规模持续性产能损失的风险情景下，油价长期维持在100美元/桶上方的可能性真实存在。高盛对2027年第四季度布伦特油价的基准预测价格是69美元/桶，报告模拟了不同风险情景下的偏离幅度：霍尔木兹海峡中断60天：油价+24美元；中东产能长期损失200万桶/日：油价+20美元；上述两者同时发生：油价+42美元；OPEC核心国长期增产100万桶/日：油价-4美元；全球战略储备加速建设：油价+12美元。对于投资者而言，当前的关键不在于海峡何时重开，而在于重开之后，中东的石油产能到底留下了多少永久性的伤疤。后者将决定未来数年的油价中枢。","news_type":1,"symbols_score_info":{"HAL":2,"OXY":2,"INDO":2,"PBF":2,"USEG":2,"BKR":2,"SLB":2,"PSX":2,"BZmain":2,"00857":2,"CVX":2,"BP":2,"MPC":2,"TTE":2,"00386":2,"CLmain":2,"VLO":2,"XOM":2,"00883":2,"EQNR":2,"COP":2,"MUR":2,"PBR":2,"SHEL":2,"DVN":2}},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":542135595411400,"gmtCreate":1773382888328,"gmtModify":1773382890863,"author":{"id":"3525158002740343","authorId":"3525158002740343","name":"荷兰猪","avatar":"https://static.tigerbbs.com/b9bf507c9155eb149175d79776f6bdee","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3525158002740343","idStr":"3525158002740343"},"themes":[],"title":"","htmlText":"2030年多少 你怎么不死","listText":"2030年多少 你怎么不死","text":"2030年多少 你怎么不死","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/542135595411400","repostId":"2619516894","repostType":2,"repost":{"id":"2619516894","kind":"news","pubTimestamp":1773379320,"share":"https://www.laohu8.com/m/news/2619516894?lang=zh_CN&edition=full","pubTime":"2026-03-13 13:22","market":"fut","language":"zh","title":"高盛最新调整油价预期！布伦特原油晚些时候预计回落至71美元附近 地缘中断延长推高Q4目标","url":"https://stock-news.laohu8.com/highlight/detail?id=2619516894","media":"来源：原创      编辑：","summary":" 高盛因霍尔木兹海峡石油流动中断时间延长，将2026年第四季度布伦特原油价格预测上调至71美元/桶，较此前预期提升5美元，但仍远低于当前约100美元的高位水平。本文深入拆解这一预测调整的供应链逻辑、库存动态影响，以及对全球能源定价与宏观经济的潜在传导路径，为投资者提供清晰的风险研判框架。\n","content":"<html><body><div>\n<b><a href=\"https://laohu8.com/S/603176\">汇通</a>财经APP讯——</b>根据 <a href=\"https://laohu8.com/S/603409\">汇通</a>财经APP 报道，<a href=\"https://laohu8.com/S/GS\">高盛</a>最新研究报告指出，由于伊朗相关冲突导致霍尔木兹<a href=\"https://laohu8.com/S/002320\">海峡</a>石油运输中断情景延长，<span>布伦特原油</span>价格在今年晚些时候虽将逐步回落，但回落幅度较此前判断有所收窄。该行目前预计2026年第四季度<span>布伦特原油</span>价格为<strong>71美元/桶</strong>，WTI原油为<strong>67美元/桶</strong>，较先前66美元/62美元的预期分别上调5美元。这一调整主要源于对中断时长的重新评估：从原先假设的10天低流量情景，改为21天低流量（仅正常水平的10%）加30天逐步恢复的路径。<br/><img src=\"https://upload.fx678img.com/upload/ht/20240807/sy_2024080712545327.jpg\"/><br/>当前<span>布伦特原油</span>现货价格已逼近<strong>100.50美元/桶</strong>附近，较冲突前累计上涨超过36%。高盛分析师强调，尽管地缘溢价推动短期油价维持高位，但随着库存加速消耗和潜在储备释放，后续供应恢复仍将带动价格从当前峰值逐步回落，不过回落终点较此前预估更高。为直观对比关键价格水平，以下表格呈现最新数据演变：<br/><img src=\"https://upload.fx678img.com/upload/ht/20260313/sy_2026031313204057.png\"/><br/>从深层机制看，霍尔木兹海峡作为全球20%以上石油运输咽喉，其低流量直接导致亚洲主要进口通道受阻，库存去化速度加快。国际能源署潜在4亿桶战略储备释放虽能部分缓冲，但无法完全填补缺口，这迫使高盛上调预测以反映更高风险溢价。同时，全球供应过剩的长期趋势仍在，后续OPEC+产量调整与非OPEC增产将共同压低价格中枢。<br/><br/>对亚洲大国而言，油价从当前高位回落将显著缓解能源进口成本压力，降低制造业与运输业运营负担，间接支撑消费与投资复苏。但短期高油价仍可能推升输入型通胀，考验货币政策空间。投资者需关注期货曲线陡峭化信号：远月合约贴水扩大，暗示市场已提前定价供应恢复后的价格回落。<br/><br/><b>编辑总结</b><br/>高盛预测调整清晰勾勒出油市从地缘驱动高位向供应恢复回落过渡的轨迹，71美元Q4目标较此前上调却仍远低于当前水平，凸显不确定性下的谨慎平衡。全球市场参与者应持续追踪海峡流量数据与库存报告，灵活调整能源相关仓位以应对波动放大环境。<br/><br/><b>【常见问题解答】</b><br/>Q1：高盛为什么将2026年第四季度<span>布伦特原油</span>预测上调至71美元/桶？<br/>高盛将霍尔木兹海峡中断情景从10天低流量调整为21天低流量（仅10%正常水平），叠加30天恢复期。这一延长导致库存更快去化，地缘溢价持续抬升短期价格中枢。尽管全球供应过剩趋势未变，但短期缺口迫使预测上调5美元，以反映更现实的风险敞口。<br/><br/>Q2：当前<span>布伦特原油</span>价格约100.50美元，与高盛Q4预测71美元差距如何形成？<br/>当前高位完全由冲突驱动的地缘溢价支撑，一旦海峡流量逐步恢复，供应瓶颈解除，价格自然回落至70美元区间附近。期货市场已隐含这一路径：近月合约高企、远月贴水扩大，显示市场预期晚些时候供需再平衡将带动回落，但回落终点因中断延长而略高于先前判断。<br/><br/>Q3：高盛预测与全球其他机构观点是否存在分歧？<br/>多数投行仍维持供应过剩基调，部分机构如<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>预计2026年布伦特均价60美元附近。但高盛因重点强调霍尔木兹具体中断时长，观点相对激进。这反映不同机构对地缘风险持续性的判断差异，投资者需结合实际流量数据交叉验证，避免单一预测偏差。<br/><br/><br/><br/><br/><br/><br/>\n</div></body></html>","source":"fx678_fut","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>高盛最新调整油价预期！布伦特原油晚些时候预计回落至71美元附近 地缘中断延长推高Q4目标</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高盛最新调整油价预期！布伦特原油晚些时候预计回落至71美元附近 地缘中断延长推高Q4目标\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-13 13:22 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.fx678.com//202603131322269066.shtml><strong>来源：原创      编辑：</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>汇通财经APP讯——根据 汇通财经APP 报道，高盛最新研究报告指出，由于伊朗相关冲突导致霍尔木兹海峡石油运输中断情景延长，布伦特原油价格在今年晚些时候虽将逐步回落，但回落幅度较此前判断有所收窄。该行目前预计2026年第四季度布伦特原油价格为71美元/桶，WTI原油为67美元/桶，较先前66美元/62美元的预期分别上调5美元。这一调整主要源于对中断时长的重新评估：从原先假设的10天低流量情景，改为...</p>\n\n<a href=\"https://news.fx678.com//202603131322269066.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://upload.fx678img.com/upload/ht/20240807/sy_2024080712545327.jpg","relate_stocks":{"USO":"美国原油ETF","DDG":"ProShares做空石油与天然气ETF","DWT":"三倍做空原油ETN","DUG":"二倍做空石油与天然气ETF(ProShares)"},"source_url":"https://news.fx678.com//202603131322269066.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2619516894","content_text":"汇通财经APP讯——根据 汇通财经APP 报道，高盛最新研究报告指出，由于伊朗相关冲突导致霍尔木兹海峡石油运输中断情景延长，布伦特原油价格在今年晚些时候虽将逐步回落，但回落幅度较此前判断有所收窄。该行目前预计2026年第四季度布伦特原油价格为71美元/桶，WTI原油为67美元/桶，较先前66美元/62美元的预期分别上调5美元。这一调整主要源于对中断时长的重新评估：从原先假设的10天低流量情景，改为21天低流量（仅正常水平的10%）加30天逐步恢复的路径。当前布伦特原油现货价格已逼近100.50美元/桶附近，较冲突前累计上涨超过36%。高盛分析师强调，尽管地缘溢价推动短期油价维持高位，但随着库存加速消耗和潜在储备释放，后续供应恢复仍将带动价格从当前峰值逐步回落，不过回落终点较此前预估更高。为直观对比关键价格水平，以下表格呈现最新数据演变：从深层机制看，霍尔木兹海峡作为全球20%以上石油运输咽喉，其低流量直接导致亚洲主要进口通道受阻，库存去化速度加快。国际能源署潜在4亿桶战略储备释放虽能部分缓冲，但无法完全填补缺口，这迫使高盛上调预测以反映更高风险溢价。同时，全球供应过剩的长期趋势仍在，后续OPEC+产量调整与非OPEC增产将共同压低价格中枢。对亚洲大国而言，油价从当前高位回落将显著缓解能源进口成本压力，降低制造业与运输业运营负担，间接支撑消费与投资复苏。但短期高油价仍可能推升输入型通胀，考验货币政策空间。投资者需关注期货曲线陡峭化信号：远月合约贴水扩大，暗示市场已提前定价供应恢复后的价格回落。编辑总结高盛预测调整清晰勾勒出油市从地缘驱动高位向供应恢复回落过渡的轨迹，71美元Q4目标较此前上调却仍远低于当前水平，凸显不确定性下的谨慎平衡。全球市场参与者应持续追踪海峡流量数据与库存报告，灵活调整能源相关仓位以应对波动放大环境。【常见问题解答】Q1：高盛为什么将2026年第四季度布伦特原油预测上调至71美元/桶？高盛将霍尔木兹海峡中断情景从10天低流量调整为21天低流量（仅10%正常水平），叠加30天恢复期。这一延长导致库存更快去化，地缘溢价持续抬升短期价格中枢。尽管全球供应过剩趋势未变，但短期缺口迫使预测上调5美元，以反映更现实的风险敞口。Q2：当前布伦特原油价格约100.50美元，与高盛Q4预测71美元差距如何形成？当前高位完全由冲突驱动的地缘溢价支撑，一旦海峡流量逐步恢复，供应瓶颈解除，价格自然回落至70美元区间附近。期货市场已隐含这一路径：近月合约高企、远月贴水扩大，显示市场预期晚些时候供需再平衡将带动回落，但回落终点因中断延长而略高于先前判断。Q3：高盛预测与全球其他机构观点是否存在分歧？多数投行仍维持供应过剩基调，部分机构如摩根大通预计2026年布伦特均价60美元附近。但高盛因重点强调霍尔木兹具体中断时长，观点相对激进。这反映不同机构对地缘风险持续性的判断差异，投资者需结合实际流量数据交叉验证，避免单一预测偏差。","news_type":1,"symbols_score_info":{"BZmain":0.6,"CLmain":1.5,"DUG":0.6,"DDG":0.6,"QMmain":1.5,"USO":0.6,"DWT":0.6}},"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541887903383624,"gmtCreate":1773322418470,"gmtModify":1773322421000,"author":{"id":"3525158002740343","authorId":"3525158002740343","name":"荷兰猪","avatar":"https://static.tigerbbs.com/b9bf507c9155eb149175d79776f6bdee","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3525158002740343","idStr":"3525158002740343"},"themes":[],"title":"","htmlText":"左手倒右手的戏法演不下去了","listText":"左手倒右手的戏法演不下去了","text":"左手倒右手的戏法演不下去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541887903383624","repostId":"1138084012","repostType":2,"repost":{"id":"1138084012","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":1773322290,"share":"https://www.laohu8.com/m/news/1138084012?lang=zh_CN&edition=full","pubTime":"2026-03-12 21:31","market":"us","language":"zh","title":"美股开盘 | 三大指数集体低开，理想汽车跌超4%，本田跌近6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1138084012","media":"老虎资讯综合","summary":"3月12日，美股三大指数集体低开，纳指跌0.89%，道指跌1.16%，标普500指数跌0.83%。$理想汽车(LI)$跌超4%，Q4营收同比下降35%，Q1营收指引低于预期；$本田汽车(HMC)$跌近6%，业绩预测大幅下修，预计实现上市以来首次年度亏损；$亿航智能(EH)$涨超6%，Q4营收同比增长11.7%。","content":"<html><head></head><body><p>3月12日，美股三大指数集体低开，纳指跌0.89%，道指跌1.16%，标普500指数跌0.83%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2373c97e8fa0d21719eead93a7875e63\" tg-width=\"560\" tg-height=\"240\"/></p><p><a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超4%，Q4营收同比下降35%，Q1营收指引低于预期；</p><p><a href=\"https://laohu8.com/S/HMC\">本田汽车</a>跌近6%，业绩预测大幅下修，预计实现上市以来首次年度亏损；</p><p><a href=\"https://laohu8.com/S/EH\">亿航智能</a>涨超6%，Q4营收同比增长11.7%。</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>美股开盘 | 三大指数集体低开，理想汽车跌超4%，本田跌近6%</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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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\">2026-03-12 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月12日，美股三大指数集体低开，纳指跌0.89%，道指跌1.16%，标普500指数跌0.83%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2373c97e8fa0d21719eead93a7875e63\" tg-width=\"560\" tg-height=\"240\"/></p><p><a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超4%，Q4营收同比下降35%，Q1营收指引低于预期；</p><p><a href=\"https://laohu8.com/S/HMC\">本田汽车</a>跌近6%，业绩预测大幅下修，预计实现上市以来首次年度亏损；</p><p><a href=\"https://laohu8.com/S/EH\">亿航智能</a>涨超6%，Q4营收同比增长11.7%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".SPX":"S&P 500 Index","BK4588":"碎股","BK1119":"汽车制造商","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK1588":"回港中概股","BK1575":"同股不同权","BK4099":"汽车制造商","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","BK1587":"次新股","BK4563":"昨日强势股","BK4503":"景林资产持仓","BK4555":"新能源车","BK1539":"汽车股",".DJI":"道琼斯","LU1720050803.USD":"安联全方位中国股票基金",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138084012","content_text":"3月12日，美股三大指数集体低开，纳指跌0.89%，道指跌1.16%，标普500指数跌0.83%。理想汽车跌超4%，Q4营收同比下降35%，Q1营收指引低于预期；本田汽车跌近6%，业绩预测大幅下修，预计实现上市以来首次年度亏损；亿航智能涨超6%，Q4营收同比增长11.7%。","news_type":1,"symbols_score_info":{".DJI":0.6,".SPX":1.5,".IXIC":1.5}},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":540885267793440,"gmtCreate":1773070200311,"gmtModify":1773070203254,"author":{"id":"3525158002740343","authorId":"3525158002740343","name":"荷兰猪","avatar":"https://static.tigerbbs.com/b9bf507c9155eb149175d79776f6bdee","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3525158002740343","idStr":"3525158002740343"},"themes":[],"title":"","htmlText":"打不起就别打","listText":"打不起就别打","text":"打不起就别打","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/540885267793440","repostId":"1194270171","repostType":4,"repost":{"id":"1194270171","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":1773069809,"share":"https://www.laohu8.com/m/news/1194270171?lang=zh_CN&edition=full","pubTime":"2026-03-09 23:23","market":"us","language":"zh","title":"WTI原油期货涨幅收窄至5%，七国集团准备在必要时释放石油储备以支持供应","url":"https://stock-news.laohu8.com/highlight/detail?id=1194270171","media":"老虎资讯综合","summary":"3月9日，国际油价回落，WTI原油期货涨幅收窄至5.73%，报96.11美元/桶。布伦特原油期货涨幅收窄至6.43%，报98.65美元/桶。","content":"<html><head></head><body><p>3月9日，国际油价回落，WTI原油期货涨幅收窄至5.73%，报96.11美元/桶。布伦特原油期货涨幅收窄至6.43%，报98.65美元/桶。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/019994bf90945730b776132eeed5bfa4\" title=\"\" tg-width=\"406\" tg-height=\"109\"/></p><p>七国集团财长表示，七国集团已达成广泛共识，目前暂不释放石油储备，七国集团准备在必要时投放石油储备以支持供应。 </p><p>该集团在声明中称，“我们将继续密切关注能源市场的形势和动态，并将在必要时召开会议，在七国集团内部以及与国际伙伴之间交流信息并进行协调。我们随时准备采取必要措施，包括支持全球能源供应，例如释放储备。”</p><p>七国集团财长周一举行视频会议，讨论中东冲突及其对地区稳定、全球经济状况、金融市场的影响，以及保障贸易路线安全的重要性。国际货币基金组织、世界银行集团、经济合作与发展组织及国际能源署的负责人参与了讨论。</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原油期货涨幅收窄至5%，七国集团准备在必要时释放石油储备以支持供应</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\">\nWTI原油期货涨幅收窄至5%，七国集团准备在必要时释放石油储备以支持供应\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\">2026-03-09 23:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月9日，国际油价回落，WTI原油期货涨幅收窄至5.73%，报96.11美元/桶。布伦特原油期货涨幅收窄至6.43%，报98.65美元/桶。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/019994bf90945730b776132eeed5bfa4\" title=\"\" tg-width=\"406\" tg-height=\"109\"/></p><p>七国集团财长表示，七国集团已达成广泛共识，目前暂不释放石油储备，七国集团准备在必要时投放石油储备以支持供应。 </p><p>该集团在声明中称，“我们将继续密切关注能源市场的形势和动态，并将在必要时召开会议，在七国集团内部以及与国际伙伴之间交流信息并进行协调。我们随时准备采取必要措施，包括支持全球能源供应，例如释放储备。”</p><p>七国集团财长周一举行视频会议，讨论中东冲突及其对地区稳定、全球经济状况、金融市场的影响，以及保障贸易路线安全的重要性。国际货币基金组织、世界银行集团、经济合作与发展组织及国际能源署的负责人参与了讨论。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ba0e918dfd4ec815c4f78fc4cfc3ea3e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194270171","content_text":"3月9日，国际油价回落，WTI原油期货涨幅收窄至5.73%，报96.11美元/桶。布伦特原油期货涨幅收窄至6.43%，报98.65美元/桶。七国集团财长表示，七国集团已达成广泛共识，目前暂不释放石油储备，七国集团准备在必要时投放石油储备以支持供应。 该集团在声明中称，“我们将继续密切关注能源市场的形势和动态，并将在必要时召开会议，在七国集团内部以及与国际伙伴之间交流信息并进行协调。我们随时准备采取必要措施，包括支持全球能源供应，例如释放储备。”七国集团财长周一举行视频会议，讨论中东冲突及其对地区稳定、全球经济状况、金融市场的影响，以及保障贸易路线安全的重要性。国际货币基金组织、世界银行集团、经济合作与发展组织及国际能源署的负责人参与了讨论。","news_type":1,"symbols_score_info":{"CLmain":2,"BZmain":2}},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531986264727800,"gmtCreate":1770900429698,"gmtModify":1770900432385,"author":{"id":"3525158002740343","authorId":"3525158002740343","name":"荷兰猪","avatar":"https://static.tigerbbs.com/b9bf507c9155eb149175d79776f6bdee","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3525158002740343","idStr":"3525158002740343"},"themes":[],"title":"","htmlText":"没得炒了","listText":"没得炒了","text":"没得炒了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531986264727800","repostId":"1160970913","repostType":2,"repost":{"id":"1160970913","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":1770899186,"share":"https://www.laohu8.com/m/news/1160970913?lang=zh_CN&edition=full","pubTime":"2026-02-12 20:26","market":"us","language":"zh","title":"盘前｜Fastly暴涨超40%，存储概念延续强势，思科、APP、QS下挫","url":"https://stock-news.laohu8.com/highlight/detail?id=1160970913","media":"老虎资讯综合","summary":"美股三大指数期货在盘前时段小幅走高。","content":"<html><head></head><body><p>2月12日周四，美股三大指数期货在盘前时段小幅走高。今日关注美国上周初请失业金人数。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce8c81da25f2390d0bebb4f7438a717c\" title=\"\" tg-width=\"813\" tg-height=\"252\"/></p><h3 id=\"id_3990422702\">个股盘前行情</h3><p><a href=\"https://laohu8.com/S/FSLY\">Fastly, Inc.</a> 暴涨超40%。去年四季度业绩全面超出预估，一季度展望同样好于分析师预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f23f6dbd5dc064e8d8add813ea04ca5c\" title=\"\" tg-width=\"540\" tg-height=\"165\"/></p><p>存储概念股盘前延续强势。<a href=\"https://laohu8.com/S/SNDK\">闪迪</a> 涨超6%，美光科技、西部数据涨超3%，希捷科技涨2.7%。AI需求推动日本存储巨头铠侠全年利润指引高出共识，引燃市场乐观情绪。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb17dc3d09e3483ec07e83e5f10bda19\" title=\"\" tg-width=\"540\" tg-height=\"159\"/></p><p><a href=\"https://laohu8.com/S/VKTX\">Viking Therapeutics, Inc.</a> 涨超13%。公司宣布计划在今年第三季度将其试验性口服肥胖症药物VK2735推进到后期试验阶段。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de6462a65e5982873f2f336da3f90858\" title=\"\" tg-width=\"540\" tg-height=\"159\"/></p><p>煤炭股<a href=\"https://laohu8.com/S/BTU\">Peabody</a> 涨超6%，公司表示正与特朗普政府合作，探讨新建燃煤电厂的可能性。此前特朗普政府下令五角大楼从燃煤电厂购电，并宣布为煤炭设施升级提供资金。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54f1c8d5b0042771807eeb8fa99c72d0\" title=\"\" tg-width=\"540\" tg-height=\"156\"/></p><p><a href=\"https://laohu8.com/S/CSCO\">思科</a> 跌超7%。思科第二财季营收同比超预期增10%，超大规模云厂商的AI基础设施订单增长“显著加速”至21亿美元；本财年营收指引至少上调逾1%、第三财季营收指引高于预期，但第三财季毛利率指引不升反降，同比最高降逾3个百分点至65.5%，较第二财季降幅扩大。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ff656cdc7f6832ef0a5c4f9358421f1\" title=\"\" tg-width=\"540\" tg-height=\"159\"/></p><p>英伟达持仓股 <a href=\"https://laohu8.com/S/NBIS\">NEBIUS</a> 一度跌超7%，截至发稿跌0.41%。公司四季度营收不及预期，巨额资本开支引发担忧。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9926257919dd4a1547cc4aa88e3cfbd\" title=\"\" tg-width=\"540\" tg-height=\"159\"/></p><p>“AI应用热股” <a href=\"https://laohu8.com/S/APP\">AppLovin Corporation</a>跌超7%。AppLovin四季度核心财务指标超预期，且2026年一季度指引依旧强劲，但市场依然担心AI发展对公司业务的颠覆。AppLovin CEO在电话会上直言：“市场情绪与我们的业务现实之间存在严重的脱节。”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a008ea373004b429ff2b470bd96da1af\" title=\"\" tg-width=\"540\" tg-height=\"165\"/></p><p><a href=\"https://laohu8.com/S/QS\">Quantumscape Corp.</a> 跌超9%，Q4亏损收窄，上调2026财年资本支出。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dc32db1211d182f57c447d55ddb5131\" title=\"\" tg-width=\"540\" tg-height=\"162\"/></p><p><a href=\"https://laohu8.com/S/ASTS\">AST SpaceMobile, Inc.</a> 跌超9%。公司拟通过同步实施的A类普通股注册直接发行募集资金，用于回购最高3亿美元额度的可转换优先票据。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47817317f7b67aa705e2367512591449\" title=\"\" tg-width=\"540\" tg-height=\"165\"/></p><p><a href=\"https://laohu8.com/S/WRD\">文远知行</a> 涨超3%。消息上，文远知行与国际出行服务巨头优步宣布，正式启动阿布扎比市中心首个Robotaxi商业运营服务，这是阿布扎比市中心首次部署自动驾驶车辆。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8852a0a754eb4fc80be248392f68debe\" title=\"\" tg-width=\"540\" tg-height=\"162\"/></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｜Fastly暴涨超40%，存储概念延续强势，思科、APP、QS下挫</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盘前｜Fastly暴涨超40%，存储概念延续强势，思科、APP、QS下挫\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\">2026-02-12 20:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月12日周四，美股三大指数期货在盘前时段小幅走高。今日关注美国上周初请失业金人数。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce8c81da25f2390d0bebb4f7438a717c\" title=\"\" tg-width=\"813\" tg-height=\"252\"/></p><h3 id=\"id_3990422702\">个股盘前行情</h3><p><a href=\"https://laohu8.com/S/FSLY\">Fastly, Inc.</a> 暴涨超40%。去年四季度业绩全面超出预估，一季度展望同样好于分析师预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f23f6dbd5dc064e8d8add813ea04ca5c\" title=\"\" tg-width=\"540\" tg-height=\"165\"/></p><p>存储概念股盘前延续强势。<a href=\"https://laohu8.com/S/SNDK\">闪迪</a> 涨超6%，美光科技、西部数据涨超3%，希捷科技涨2.7%。AI需求推动日本存储巨头铠侠全年利润指引高出共识，引燃市场乐观情绪。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb17dc3d09e3483ec07e83e5f10bda19\" title=\"\" tg-width=\"540\" tg-height=\"159\"/></p><p><a href=\"https://laohu8.com/S/VKTX\">Viking Therapeutics, Inc.</a> 涨超13%。公司宣布计划在今年第三季度将其试验性口服肥胖症药物VK2735推进到后期试验阶段。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de6462a65e5982873f2f336da3f90858\" title=\"\" tg-width=\"540\" tg-height=\"159\"/></p><p>煤炭股<a href=\"https://laohu8.com/S/BTU\">Peabody</a> 涨超6%，公司表示正与特朗普政府合作，探讨新建燃煤电厂的可能性。此前特朗普政府下令五角大楼从燃煤电厂购电，并宣布为煤炭设施升级提供资金。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54f1c8d5b0042771807eeb8fa99c72d0\" title=\"\" tg-width=\"540\" tg-height=\"156\"/></p><p><a href=\"https://laohu8.com/S/CSCO\">思科</a> 跌超7%。思科第二财季营收同比超预期增10%，超大规模云厂商的AI基础设施订单增长“显著加速”至21亿美元；本财年营收指引至少上调逾1%、第三财季营收指引高于预期，但第三财季毛利率指引不升反降，同比最高降逾3个百分点至65.5%，较第二财季降幅扩大。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ff656cdc7f6832ef0a5c4f9358421f1\" title=\"\" tg-width=\"540\" tg-height=\"159\"/></p><p>英伟达持仓股 <a href=\"https://laohu8.com/S/NBIS\">NEBIUS</a> 一度跌超7%，截至发稿跌0.41%。公司四季度营收不及预期，巨额资本开支引发担忧。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9926257919dd4a1547cc4aa88e3cfbd\" title=\"\" tg-width=\"540\" tg-height=\"159\"/></p><p>“AI应用热股” <a href=\"https://laohu8.com/S/APP\">AppLovin Corporation</a>跌超7%。AppLovin四季度核心财务指标超预期，且2026年一季度指引依旧强劲，但市场依然担心AI发展对公司业务的颠覆。AppLovin CEO在电话会上直言：“市场情绪与我们的业务现实之间存在严重的脱节。”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a008ea373004b429ff2b470bd96da1af\" title=\"\" tg-width=\"540\" tg-height=\"165\"/></p><p><a href=\"https://laohu8.com/S/QS\">Quantumscape Corp.</a> 跌超9%，Q4亏损收窄，上调2026财年资本支出。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dc32db1211d182f57c447d55ddb5131\" title=\"\" tg-width=\"540\" tg-height=\"162\"/></p><p><a href=\"https://laohu8.com/S/ASTS\">AST SpaceMobile, Inc.</a> 跌超9%。公司拟通过同步实施的A类普通股注册直接发行募集资金，用于回购最高3亿美元额度的可转换优先票据。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47817317f7b67aa705e2367512591449\" title=\"\" tg-width=\"540\" tg-height=\"165\"/></p><p><a href=\"https://laohu8.com/S/WRD\">文远知行</a> 涨超3%。消息上，文远知行与国际出行服务巨头优步宣布，正式启动阿布扎比市中心首个Robotaxi商业运营服务，这是阿布扎比市中心首次部署自动驾驶车辆。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8852a0a754eb4fc80be248392f68debe\" title=\"\" tg-width=\"540\" tg-height=\"162\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"FSLY":"Fastly, Inc.","VKTX":"Viking Therapeutics, Inc.","SNDK":"闪迪"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160970913","content_text":"2月12日周四，美股三大指数期货在盘前时段小幅走高。今日关注美国上周初请失业金人数。个股盘前行情Fastly, Inc. 暴涨超40%。去年四季度业绩全面超出预估，一季度展望同样好于分析师预期。存储概念股盘前延续强势。闪迪 涨超6%，美光科技、西部数据涨超3%，希捷科技涨2.7%。AI需求推动日本存储巨头铠侠全年利润指引高出共识，引燃市场乐观情绪。Viking Therapeutics, Inc. 涨超13%。公司宣布计划在今年第三季度将其试验性口服肥胖症药物VK2735推进到后期试验阶段。煤炭股Peabody 涨超6%，公司表示正与特朗普政府合作，探讨新建燃煤电厂的可能性。此前特朗普政府下令五角大楼从燃煤电厂购电，并宣布为煤炭设施升级提供资金。思科 跌超7%。思科第二财季营收同比超预期增10%，超大规模云厂商的AI基础设施订单增长“显著加速”至21亿美元；本财年营收指引至少上调逾1%、第三财季营收指引高于预期，但第三财季毛利率指引不升反降，同比最高降逾3个百分点至65.5%，较第二财季降幅扩大。英伟达持仓股 NEBIUS 一度跌超7%，截至发稿跌0.41%。公司四季度营收不及预期，巨额资本开支引发担忧。“AI应用热股” AppLovin Corporation跌超7%。AppLovin四季度核心财务指标超预期，且2026年一季度指引依旧强劲，但市场依然担心AI发展对公司业务的颠覆。AppLovin CEO在电话会上直言：“市场情绪与我们的业务现实之间存在严重的脱节。”Quantumscape Corp. 跌超9%，Q4亏损收窄，上调2026财年资本支出。AST SpaceMobile, Inc. 跌超9%。公司拟通过同步实施的A类普通股注册直接发行募集资金，用于回购最高3亿美元额度的可转换优先票据。文远知行 涨超3%。消息上，文远知行与国际出行服务巨头优步宣布，正式启动阿布扎比市中心首个Robotaxi商业运营服务，这是阿布扎比市中心首次部署自动驾驶车辆。","news_type":1,"symbols_score_info":{"VKTX":2,"SNDK":2,"FSLY":2}},"isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491582778585272,"gmtCreate":1761035917532,"gmtModify":1761035919899,"author":{"id":"3525158002740343","authorId":"3525158002740343","name":"荷兰猪","avatar":"https://static.tigerbbs.com/b9bf507c9155eb149175d79776f6bdee","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3525158002740343","idStr":"3525158002740343"},"themes":[],"htmlText":"水又浅了","listText":"水又浅了","text":"水又浅了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491582778585272","isVote":1,"tweetType":1,"viewCount":1214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469641004409264,"gmtCreate":1755689387959,"gmtModify":1755689390089,"author":{"id":"3525158002740343","authorId":"3525158002740343","name":"荷兰猪","avatar":"https://static.tigerbbs.com/b9bf507c9155eb149175d79776f6bdee","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3525158002740343","idStr":"3525158002740343"},"themes":[],"htmlText":"没有波动，他们去哪赚钱，必须赢呀，华尔街白养了？","listText":"没有波动，他们去哪赚钱，必须赢呀，华尔街白养了？","text":"没有波动，他们去哪赚钱，必须赢呀，华尔街白养了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469641004409264","isVote":1,"tweetType":1,"viewCount":1541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469012192354600,"gmtCreate":1755507823423,"gmtModify":1755507825446,"author":{"id":"3525158002740343","authorId":"3525158002740343","name":"荷兰猪","avatar":"https://static.tigerbbs.com/b9bf507c9155eb149175d79776f6bdee","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3525158002740343","idStr":"3525158002740343"},"themes":[],"htmlText":"这是上周新闻吗","listText":"这是上周新闻吗","text":"这是上周新闻吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469012192354600","isVote":1,"tweetType":1,"viewCount":2144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442209482527016,"gmtCreate":1748983846626,"gmtModify":1748987039686,"author":{"id":"3525158002740343","authorId":"3525158002740343","name":"荷兰猪","avatar":"https://static.tigerbbs.com/b9bf507c9155eb149175d79776f6bdee","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3525158002740343","idStr":"3525158002740343"},"themes":[],"htmlText":"都是垃圾","listText":"都是垃圾","text":"都是垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442209482527016","repostId":"2540740623","repostType":2,"repost":{"id":"2540740623","kind":"news","pubTimestamp":1748932614,"share":"https://www.laohu8.com/m/news/2540740623?lang=zh_CN&edition=full","pubTime":"2025-06-03 14:36","market":"us","language":"zh","title":"外媒：特斯拉欧洲销量多地下滑，挪威成唯一亮点","url":"https://stock-news.laohu8.com/highlight/detail?id=2540740623","media":"新浪财经","summary":"在瑞典，特斯拉5月份新车销量同比暴跌53.7%；葡萄牙市场下降幅度达68%。此外，特斯拉在丹麦的销量下降30.5%，荷兰下降36%，西班牙下降19%，法国PFA周日公布的数据显示其销量下降67%。为刺激需求，特斯拉在瑞典、德国、英国和法国为购车者提供财务激励，在挪威还为新款Model Y提供无息贷款。Model Y曾是2023年欧洲最畅销的汽车，但如今特斯拉在欧洲市场的挑战愈发严峻，后续其市场表现值得持续关注。","content":"<html><body><article><p>来源：环球网</p><p>【环球网智驾综合报道】2025年6月3日据路透社报道，5月份<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>欧洲多个市场的汽车销量遭遇大幅下滑，这已是连续第五个月出现销量下降态势，其背后原因被指与首席执行官埃隆·马斯克的政治活动以及车型阵容老化有关。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250603145130301d152kq20bg4dbsr\"/><p>在瑞典，特斯拉5月份新车销量同比暴跌53.7%；葡萄牙市场下降幅度达68%。值得一提的是，这两个市场5月份电动汽车整体销量均增长了近四分之一。此外，特斯拉在丹麦的销量下降30.5%，荷兰下降36%，西班牙下降19%，法国PFA周日公布的数据显示其销量下降67%。</p><p>不过，挪威市场为特斯拉带来了一丝曙光。随着特斯拉开始交付其中型SUV Model Y的改进版本，5月份挪威该车型（包括新款和旧款）的购买量从690辆猛增至2346辆，销量增幅达213%。</p><p>电动汽车数据分析公司New AutoMotive创始人本·内尔姆斯表示：“特斯拉在挪威的强劲表现为公司指明了前进的方向：创新。没有哪家汽车公司能够固步自封，保证成功。”</p><p>目前，欧洲大部分地区的买家已经可以订购新款Model Y，但在德国、英国、法国和意大利，特斯拉网站显示最低价版本（历史上最畅销的车型）预计本月开始交付，所以尚未在销售数据中体现。为刺激需求，特斯拉在瑞典、德国、英国和法国为购车者提供财务激励，在挪威还为新款Model Y提供无息贷款。</p><p>自2020年以来，特斯拉尚未推出新的主流车型，而传统汽车制造商正争相生产价格更实惠的电动汽车，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>等中国竞争对手也纷纷进入欧洲市场，特斯拉如今在多个市场面临着更为激烈的竞争。例如在瑞典，大众电动汽车ID.7的销量几乎是Model Y的两倍，特斯拉大众市场车型Model 3在瑞典的销量也不及保时捷Macan、比亚迪Seal和<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>G6等电动车型。</p><p>电动汽车游说团体FairCharge的创始人昆汀·威尔逊称，特斯拉的降价刺激了销售，但由于目前只有Model Y和Model 3销量较大，“该品牌的未来前景并不乐观”。</p><p>Model Y曾是2023年欧洲最畅销的汽车，但如今特斯拉在欧洲市场的挑战愈发严峻，后续其市场表现值得持续关注。（文智）</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\" 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.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外媒：特斯拉欧洲销量多地下滑，挪威成唯一亮点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-03 14:36 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250603145135976f7528&s=b><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：环球网【环球网智驾综合报道】2025年6月3日据路透社报道，5月份特斯拉欧洲多个市场的汽车销量遭遇大幅下滑，这已是连续第五个月出现销量下降态势，其背后原因被指与首席执行官埃隆·马斯克的政治活动以及车型阵容老化有关。在瑞典，特斯拉5月份新车销量同比暴跌53.7%；葡萄牙市场下降幅度达68%。值得一提的是，这两个市场5月份电动汽车整体销量均增长了近四分之一。此外，特斯拉在丹麦的销量下降30.5%...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250603145135976f7528&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":{"LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4555":"新能源车","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1066053197.SGD":"HSBC GIF 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RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414478.USD":"法巴经典能源转换基金","BK4548":"巴美列捷福持仓","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","BK4598":"佩洛西持仓","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","TSLL":"2倍做多TSLA ETF-Direxion","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","BK4099":"汽车制造商","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","TSYW.SI":"TESLA 3xLongSG261006","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU2063271972.USD":"富兰克林创新领域基金","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250603145135976f7528&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2540740623","content_text":"来源：环球网【环球网智驾综合报道】2025年6月3日据路透社报道，5月份特斯拉欧洲多个市场的汽车销量遭遇大幅下滑，这已是连续第五个月出现销量下降态势，其背后原因被指与首席执行官埃隆·马斯克的政治活动以及车型阵容老化有关。在瑞典，特斯拉5月份新车销量同比暴跌53.7%；葡萄牙市场下降幅度达68%。值得一提的是，这两个市场5月份电动汽车整体销量均增长了近四分之一。此外，特斯拉在丹麦的销量下降30.5%，荷兰下降36%，西班牙下降19%，法国PFA周日公布的数据显示其销量下降67%。不过，挪威市场为特斯拉带来了一丝曙光。随着特斯拉开始交付其中型SUV Model Y的改进版本，5月份挪威该车型（包括新款和旧款）的购买量从690辆猛增至2346辆，销量增幅达213%。电动汽车数据分析公司New AutoMotive创始人本·内尔姆斯表示：“特斯拉在挪威的强劲表现为公司指明了前进的方向：创新。没有哪家汽车公司能够固步自封，保证成功。”目前，欧洲大部分地区的买家已经可以订购新款Model Y，但在德国、英国、法国和意大利，特斯拉网站显示最低价版本（历史上最畅销的车型）预计本月开始交付，所以尚未在销售数据中体现。为刺激需求，特斯拉在瑞典、德国、英国和法国为购车者提供财务激励，在挪威还为新款Model Y提供无息贷款。自2020年以来，特斯拉尚未推出新的主流车型，而传统汽车制造商正争相生产价格更实惠的电动汽车，比亚迪等中国竞争对手也纷纷进入欧洲市场，特斯拉如今在多个市场面临着更为激烈的竞争。例如在瑞典，大众电动汽车ID.7的销量几乎是Model Y的两倍，特斯拉大众市场车型Model 3在瑞典的销量也不及保时捷Macan、比亚迪Seal和小鹏汽车G6等电动车型。电动汽车游说团体FairCharge的创始人昆汀·威尔逊称，特斯拉的降价刺激了销售，但由于目前只有Model Y和Model 3销量较大，“该品牌的未来前景并不乐观”。Model Y曾是2023年欧洲最畅销的汽车，但如今特斯拉在欧洲市场的挑战愈发严峻，后续其市场表现值得持续关注。（文智）","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":2523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440883367469936,"gmtCreate":1748676311111,"gmtModify":1748676312269,"author":{"id":"3525158002740343","authorId":"3525158002740343","name":"荷兰猪","avatar":"https://static.tigerbbs.com/b9bf507c9155eb149175d79776f6bdee","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3525158002740343","idStr":"3525158002740343"},"themes":[],"htmlText":"众人推","listText":"众人推","text":"众人推","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440883367469936","repostId":"2539904207","repostType":2,"repost":{"id":"2539904207","kind":"news","pubTimestamp":1748666961,"share":"https://www.laohu8.com/m/news/2539904207?lang=zh_CN&edition=full","pubTime":"2025-05-31 12:49","market":"us","language":"zh","title":"特斯拉奥斯汀自动驾驶测试惹祸，安全争议再起","url":"https://stock-news.laohu8.com/highlight/detail?id=2539904207","media":"环球网","summary":"【环球网科技综合报道】近日，特斯拉在美国得克萨斯州奥斯汀市街道上测试自动驾驶版 Model Y 汽车，这一行为引发了诸多争议。有网友发布的一段模拟视频，让特斯拉自动驾驶安全问题再次成为焦点。视频中，搭载最新版本自动驾驶软件的特斯拉汽车，在红色警示灯闪烁的校车旁非法超越，随后撞上儿童大小的人体模型，且撞上后未停车继续行驶。其实，特斯拉自动驾驶并非首次在警示灯问题上“翻车”。2023 年，美国国家公路交通安全管理局就调查了一起类似事件，当时驾驶员使用了Autopilot系统。目前，奥斯汀已有谷歌旗下 Waymo 的自动驾驶出租车服务在运营，且旧金山也已运营一年多。（旺旺）","content":"<html><body><article><p>【环球网科技综合报道】近日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在美国得克萨斯州奥斯汀市街道上测试自动驾驶版 Model Y 汽车，这一行为引发了诸多争议。有网友发布的一段模拟视频，让特斯拉自动驾驶安全问题再次成为焦点。</p><p>视频中，搭载最新版本自动驾驶软件的特斯拉汽车，在红色警示灯闪烁的校车旁非法超越，随后撞上儿童大小的人体模型，且撞上后未停车继续行驶。</p><img src=\"http://img.huanqiucdn.cn/dp/api/files/imageDir/834ec635bf7fd1ea280b562d261c3d82u1.png?imageView2/2/w/1260\"/><p>其实，特斯拉自动驾驶并非首次在警示灯问题上“翻车”。2023 年，美国国家公路交通安全管理局就调查了一起类似事件，当时驾驶员使用了Autopilot系统。</p><p>目前，奥斯汀已有<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>旗下 Waymo 的自动驾驶出租车服务在运营，且旧金山也已运营一年多。（旺旺）</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>特斯拉奥斯汀自动驾驶测试惹祸，安全争议再起</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; 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class=\"title\">\n特斯拉奥斯汀自动驾驶测试惹祸，安全争议再起\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-31 12:49 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250531125011976c0c0d&s=b><strong>环球网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【环球网科技综合报道】近日，特斯拉在美国得克萨斯州奥斯汀市街道上测试自动驾驶版 Model Y 汽车，这一行为引发了诸多争议。有网友发布的一段模拟视频，让特斯拉自动驾驶安全问题再次成为焦点。视频中，搭载最新版本自动驾驶软件的特斯拉汽车，在红色警示灯闪烁的校车旁非法超越，随后撞上儿童大小的人体模型，且撞上后未停车继续行驶。其实，特斯拉自动驾驶并非首次在警示灯问题上“翻车”。2023 年，美国国家...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250531125011976c0c0d&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":{"LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","TSLL":"2倍做多TSLA ETF-Direxion","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS 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的自动驾驶出租车服务在运营，且旧金山也已运营一年多。（旺旺）","news_type":1,"symbols_score_info":{"TSLA":1,"TSYW.SI":0.6,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":2481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":433115255681800,"gmtCreate":1746774457506,"gmtModify":1746774459328,"author":{"id":"3525158002740343","authorId":"3525158002740343","name":"荷兰猪","avatar":"https://static.tigerbbs.com/b9bf507c9155eb149175d79776f6bdee","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3525158002740343","idStr":"3525158002740343"},"themes":[],"htmlText":"人，之说对自己有利的","listText":"人，之说对自己有利的","text":"人，之说对自己有利的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/433115255681800","repostId":"2531225910","repostType":2,"repost":{"id":"2531225910","kind":"news","pubTimestamp":1745906040,"share":"https://www.laohu8.com/m/news/2531225910?lang=zh_CN&edition=full","pubTime":"2025-04-29 13:54","market":"us","language":"zh","title":"联电：不需要3nm工艺，靠着28nm芯片，一样能赚大钱","url":"https://stock-news.laohu8.com/highlight/detail?id=2531225910","media":"Ofweek光电信息网","summary":"众所周知，在芯片代工领域，台积电、三星是第一梯队的，这两大厂商是全球技术最先进的，目前达到了3nm，今年预计会进入2nm，真正的遥遥领先没有对手。而联电、格芯，技术相对逊色一点，因为它们不再往10nm以下发展了，主力是28nm及以上这样的工艺，市场份额相差不大，在5-6%左右。不过，没有3nm这样的先进工艺，就不赚钱了么，也不是的，近日联电的财报显示，不靠3nm，就靠着28nm这样的工艺，一样能赚大钱，毛利率也可以不错的。","content":"<html><body><article><p>众所周知，在芯片代工领域，<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>是第一梯队的，这两大厂商是全球技术最先进的，目前达到了3nm，今年预计会进入2nm，真正的遥遥领先没有对手。</p><p>而<a href=\"https://laohu8.com/S/688981\">中芯国际</a>、<a href=\"https://laohu8.com/S/UMC\">联电</a>、格芯是第二梯队的，这三家厂商，目前的技术与台积电对比，确实差一些。</p><p>其中<a href=\"https://laohu8.com/S/00981\">中芯国际</a>技术最先进，有14nm，还有N+1。而联电、格芯，技术相对逊色一点，因为它们不再往10nm以下发展了，主力是28nm及以上这样的工艺，市场份额相差不大，在5-6%左右。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250429140427154d163di910ayorck\"/><p>具体的排名，份额，大家可以参考一下上图显示的2024年4季度数据，就能够看出来，至于第三梯队，就是华虹、高塔这些了，份额已经低于3%，技术更是在40nm及之后了。</p><p>而基于这个排名、技术等级，大家都认为台积电、三星才是最赚钱的，毕竟技术越先进，竞争越小，溢价越高，毛利率越高，比如台积电毛利率超过50%。</p><p>而使用成熟工艺的厂商，赚的是辛苦钱，大家竞争大，溢价不高，毛利率大多在20%以下。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250429140430148d163tx1s1r6c6t9\"/><p>不过，没有3nm这样的先进工艺，就不赚钱了么，也不是的，近日联电的财报显示，不靠3nm，就靠着28nm这样的工艺，一样能赚大钱，毛利率也可以不错的。</p><p>联电一季度营收578.6 亿新台币，同比增 5.9%，毛利率 26.7%，归属母公司净利 77.8 亿新台币，其中特别值得关注的是22/28 纳米制程营收创新高，22 纳米营收季增 46%，已经占到总营收的37%了，是其第一大收入来源。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250429140433495d1634ss92uvu2oi\"/><p>如上图所示，联电的主要营收就是22/28nm，40nm、65nm，这三大工艺，贡献了营收的69%，另外的工艺一共贡献了31%。</p><p>靠着这些成熟工艺，其毛利率一样能够达到26.7%，而中芯国际虽然有14nm、N+1这样的更先进的工艺，其2024年的毛利率仅为18.59%，远低于联电。</p><p>另外，虽然联电不会往10nm以下研发了，但其还是计划会推出12nm工艺，其实也就是14nm工艺，预计会在2026年完成工艺验证，并于2027年投入生产。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202504/29115505947819.jpg\"/><p>可见，不一定非得研究更先进的工艺，只要找准客户需求，提供更多特色服务，把品质做好，一样也能够赚钱。</p><p>但当然，能够研究更先进的工艺更好，只是如果研究不出来，那就还是要有自己的特色，发挥自己的优势的。</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>联电：不需要3nm工艺，靠着28nm芯片，一样能赚大钱</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联电：不需要3nm工艺，靠着28nm芯片，一样能赚大钱\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-29 13:54 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042914045594e7056b&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>众所周知，在芯片代工领域，台积电、三星是第一梯队的，这两大厂商是全球技术最先进的，目前达到了3nm，今年预计会进入2nm，真正的遥遥领先没有对手。而中芯国际、联电、格芯是第二梯队的，这三家厂商，目前的技术与台积电对比，确实差一些。其中中芯国际技术最先进，有14nm，还有N+1。而联电、格芯，技术相对逊色一点，因为它们不再往10nm以下发展了，主力是28nm及以上这样的工艺，市场份额相差不大，在5-...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042914045594e7056b&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":{"BK4141":"半导体产品","UMC":"联电","BK4554":"元宇宙及AR概念","BK4605":"半导体精选","BK4526":"热门中概股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042914045594e7056b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2531225910","content_text":"众所周知，在芯片代工领域，台积电、三星是第一梯队的，这两大厂商是全球技术最先进的，目前达到了3nm，今年预计会进入2nm，真正的遥遥领先没有对手。而中芯国际、联电、格芯是第二梯队的，这三家厂商，目前的技术与台积电对比，确实差一些。其中中芯国际技术最先进，有14nm，还有N+1。而联电、格芯，技术相对逊色一点，因为它们不再往10nm以下发展了，主力是28nm及以上这样的工艺，市场份额相差不大，在5-6%左右。具体的排名，份额，大家可以参考一下上图显示的2024年4季度数据，就能够看出来，至于第三梯队，就是华虹、高塔这些了，份额已经低于3%，技术更是在40nm及之后了。而基于这个排名、技术等级，大家都认为台积电、三星才是最赚钱的，毕竟技术越先进，竞争越小，溢价越高，毛利率越高，比如台积电毛利率超过50%。而使用成熟工艺的厂商，赚的是辛苦钱，大家竞争大，溢价不高，毛利率大多在20%以下。不过，没有3nm这样的先进工艺，就不赚钱了么，也不是的，近日联电的财报显示，不靠3nm，就靠着28nm这样的工艺，一样能赚大钱，毛利率也可以不错的。联电一季度营收578.6 亿新台币，同比增 5.9%，毛利率 26.7%，归属母公司净利 77.8 亿新台币，其中特别值得关注的是22/28 纳米制程营收创新高，22 纳米营收季增 46%，已经占到总营收的37%了，是其第一大收入来源。如上图所示，联电的主要营收就是22/28nm，40nm、65nm，这三大工艺，贡献了营收的69%，另外的工艺一共贡献了31%。靠着这些成熟工艺，其毛利率一样能够达到26.7%，而中芯国际虽然有14nm、N+1这样的更先进的工艺，其2024年的毛利率仅为18.59%，远低于联电。另外，虽然联电不会往10nm以下研发了，但其还是计划会推出12nm工艺，其实也就是14nm工艺，预计会在2026年完成工艺验证，并于2027年投入生产。可见，不一定非得研究更先进的工艺，只要找准客户需求，提供更多特色服务，把品质做好，一样也能够赚钱。但当然，能够研究更先进的工艺更好，只是如果研究不出来，那就还是要有自己的特色，发挥自己的优势的。","news_type":1,"symbols_score_info":{"UMC":1}},"isVote":1,"tweetType":1,"viewCount":3964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425493791068928,"gmtCreate":1744889831541,"gmtModify":1744894841622,"author":{"id":"3525158002740343","authorId":"3525158002740343","name":"荷兰猪","avatar":"https://static.tigerbbs.com/b9bf507c9155eb149175d79776f6bdee","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3525158002740343","idStr":"3525158002740343"},"themes":[],"htmlText":"明天杀期权，都明牌了，狗队","listText":"明天杀期权，都明牌了，狗队","text":"明天杀期权，都明牌了，狗队","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425493791068928","isVote":1,"tweetType":1,"viewCount":2415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417881619640720,"gmtCreate":1743063484207,"gmtModify":1743063486159,"author":{"id":"3525158002740343","authorId":"3525158002740343","name":"荷兰猪","avatar":"https://static.tigerbbs.com/b9bf507c9155eb149175d79776f6bdee","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3525158002740343","idStr":"3525158002740343"},"themes":[],"htmlText":"可怕","listText":"可怕","text":"可怕","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417881619640720","repostId":"2522639064","repostType":2,"repost":{"id":"2522639064","kind":"news","pubTimestamp":1743048240,"share":"https://www.laohu8.com/m/news/2522639064?lang=zh_CN&edition=full","pubTime":"2025-03-27 12:04","market":"fut","language":"zh","title":"李想宣布推出自研操作系统星环OS：投入200名研发人员，10亿人民币","url":"https://stock-news.laohu8.com/highlight/detail?id=2522639064","media":"新浪科技","summary":"新浪科技讯 3月27日午间消息，2025中关村论坛年会今日开幕，在全体会议上，理想汽车创始人、董事长兼首席执行官李想发表演讲。\n　　他宣布，理想汽车推出自研操作系统理想星环OS，起因是2020年全球芯片短缺，交付严重滞后。该操作系统研发于2021年启动，投入200名研发人员，10亿人民币。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：秦艺","content":"<html><body><div>\n<p>　　新浪科技讯 3月27日午间消息，2025<span><a href=\"https://laohu8.com/S/000931\">中关村</a></span><span></span>论坛年会今日开幕，在全体会议上，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>创始人、董事长兼首席执行官李想发表演讲。</p>\n<p>　　他宣布，理想汽车推出自研操作系统理想星环OS，起因是2020年全球芯片短缺，交付严重滞后。该操作系统研发于2021年启动，投入200名研发人员，10亿人民币。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/54/w550h304/20250327/dc2d-5ee5d4d0d497c20cf0c1f8a0e400ec38.jpg\"/><span></span></div>\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：秦艺 </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>李想宣布推出自研操作系统星环OS：投入200名研发人员，10亿人民币</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李想宣布推出自研操作系统星环OS：投入200名研发人员，10亿人民币\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-27 12:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2025-03-27/doc-ineraiqs0823502.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27日午间消息，2025中关村论坛年会今日开幕，在全体会议上，理想汽车创始人、董事长兼首席执行官李想发表演讲。\n　　他宣布，理想汽车推出自研操作系统理想星环OS，起因是2020年全球芯片短缺，交付严重滞后。该操作系统研发于2021年启动，投入200名研发人员，10亿人民币。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：秦艺</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2025-03-27/doc-ineraiqs0823502.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":{"BK1588":"回港中概股","BK1575":"同股不同权","02015":"理想汽车-W","LI":"理想汽车","BK4099":"汽车制造商","BK4526":"热门中概股","BK4563":"昨日强势股","BK4585":"ETF&股票定投概念","BK1587":"次新股","BK4503":"景林资产持仓","BK4555":"新能源车","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU1720050803.USD":"安联全方位中国股票基金","BK1539":"汽车股","LU1794554557.SGD":"Allianz All China Equity AT Acc 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3月27日午间消息，2025中关村论坛年会今日开幕，在全体会议上，理想汽车创始人、董事长兼首席执行官李想发表演讲。\n　　他宣布，理想汽车推出自研操作系统理想星环OS，起因是2020年全球芯片短缺，交付严重滞后。该操作系统研发于2021年启动，投入200名研发人员，10亿人民币。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：秦艺","news_type":1,"symbols_score_info":{"EVS.SI":0.6,"LI":1,"02015":1}},"isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417822501188048,"gmtCreate":1743048729407,"gmtModify":1743048730630,"author":{"id":"3525158002740343","authorId":"3525158002740343","name":"荷兰猪","avatar":"https://static.tigerbbs.com/b9bf507c9155eb149175d79776f6bdee","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3525158002740343","idStr":"3525158002740343"},"themes":[],"htmlText":"重点是 需要大量的时间，跑吧","listText":"重点是 需要大量的时间，跑吧","text":"重点是 需要大量的时间，跑吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417822501188048","repostId":"2522285727","repostType":2,"repost":{"id":"2522285727","kind":"news","pubTimestamp":1742953631,"share":"https://www.laohu8.com/m/news/2522285727?lang=zh_CN&edition=full","pubTime":"2025-03-26 09:47","market":"us","language":"zh","title":"帕特·基辛格：希望陈立武能重振Intel、一定要警惕华尔街","url":"https://stock-news.laohu8.com/highlight/detail?id=2522285727","media":"快科技","summary":"快科技3月26日消息，Intel前CEO帕特·基辛格在采访中对继任者陈立武表示欢迎，并希望他能完成Intel“复兴”的故事。基辛格指出，华尔街的“短期主义”是Intel面临的一个巨大挑战，他认为，要从头开始转变一家公司，需要大量的时间和投资，而华尔街往往更关注短期的股票价值。基辛格还提到，Intel近年来的下滑部分原因是建立下一代技术制造网络需要巨额投资，而华尔街的期望和多年来形成的商业规范使得Intel难以持续进行这样的投资。","content":"<html><body><article><p>快科技3月26日消息，Intel前CEO帕特·基辛格在采访中对继任者陈立武表示欢迎，并希望他能完成Intel“复兴”的故事。</p><p>他表示：<strong>“我原本致力于并渴望完成Intel复兴的这一故事，无论是与董事会、公司，还是现在在陈立武的领导下，我都真心地为他们加油，希望他们能够完成这一使命。”</strong></p><p><strong>基辛格指出，华尔街的“短期主义”是Intel面临的一个巨大挑战，他认为，要从头开始转变一家公司，需要大量的时间和投资，而华尔街往往更关注短期的股票价值。</strong></p><p>这种短期主义与他希望为Intel打造下一代技术制造网络的雄心壮志并不相符，也是他最终被要求离职的原因之一。</p><p>他坚信自己提出的IDM 2.0战略是正确的方向，这一战略旨在建立一个世界级领先的代工厂，最终会带来丰厚的回报，他希望陈立武能够继续推进这一战略。</p><p>基辛格还提到，Intel近年来的下滑部分原因是建立下一代技术制造网络需要巨额投资，而华尔街的期望和多年来形成的商业规范使得Intel难以持续进行这样的投资。</p><img src=\"https://inews.gtimg.com/om_bt/OKhRZiGfbfU6cyXhCdb0yBpfJFxXt4AL__73at5jKvr68AA/0\"/></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>帕特·基辛格：希望陈立武能重振Intel、一定要警惕华尔街</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帕特·基辛格：希望陈立武能重振Intel、一定要警惕华尔街\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-26 09:47 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250326095043a6a4095c&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技3月26日消息，Intel前CEO帕特·基辛格在采访中对继任者陈立武表示欢迎，并希望他能完成Intel“复兴”的故事。他表示：“我原本致力于并渴望完成Intel复兴的这一故事，无论是与董事会、公司，还是现在在陈立武的领导下，我都真心地为他们加油，希望他们能够完成这一使命。”基辛格指出，华尔街的“短期主义”是Intel面临的一个巨大挑战，他认为，要从头开始转变一家公司，需要大量的时间和投资，而...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250326095043a6a4095c&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":{"BK4515":"5G概念","BK4612":"AI芯片","BK4579":"人工智能","INTC":"英特尔","BK4550":"红杉资本持仓","BK4588":"碎股","BK4605":"半导体精选","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4554":"元宇宙及AR概念","BK4543":"AI","BK4527":"明星科技股","BK4512":"苹果概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","BK4602":"量子计算概念","BK4575":"芯片概念","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4535":"淡马锡持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250326095043a6a4095c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2522285727","content_text":"快科技3月26日消息，Intel前CEO帕特·基辛格在采访中对继任者陈立武表示欢迎，并希望他能完成Intel“复兴”的故事。他表示：“我原本致力于并渴望完成Intel复兴的这一故事，无论是与董事会、公司，还是现在在陈立武的领导下，我都真心地为他们加油，希望他们能够完成这一使命。”基辛格指出，华尔街的“短期主义”是Intel面临的一个巨大挑战，他认为，要从头开始转变一家公司，需要大量的时间和投资，而华尔街往往更关注短期的股票价值。这种短期主义与他希望为Intel打造下一代技术制造网络的雄心壮志并不相符，也是他最终被要求离职的原因之一。他坚信自己提出的IDM 2.0战略是正确的方向，这一战略旨在建立一个世界级领先的代工厂，最终会带来丰厚的回报，他希望陈立武能够继续推进这一战略。基辛格还提到，Intel近年来的下滑部分原因是建立下一代技术制造网络需要巨额投资，而华尔街的期望和多年来形成的商业规范使得Intel难以持续进行这样的投资。","news_type":1,"symbols_score_info":{"INTC":1}},"isVote":1,"tweetType":1,"viewCount":911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417652824879504,"gmtCreate":1743007626112,"gmtModify":1743009629910,"author":{"id":"3525158002740343","authorId":"3525158002740343","name":"荷兰猪","avatar":"https://static.tigerbbs.com/b9bf507c9155eb149175d79776f6bdee","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3525158002740343","idStr":"3525158002740343"},"themes":[],"htmlText":"闭嘴吧 SB","listText":"闭嘴吧 SB","text":"闭嘴吧 SB","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417652824879504","repostId":"2522064933","repostType":2,"repost":{"id":"2522064933","kind":"news","pubTimestamp":1742883762,"share":"https://www.laohu8.com/m/news/2522064933?lang=zh_CN&edition=full","pubTime":"2025-03-25 14:22","market":"hk","language":"zh","title":"“木头姐”坚定看多特斯拉，大胆喊出“五年翻十倍”！","url":"https://stock-news.laohu8.com/highlight/detail?id=2522064933","media":"华尔街见闻","summary":"“木头姐”认为，新款Model Y进入市场、robotaxi商业服务即将启动以及二季度即将推出的“平价版”车型，将帮助特斯拉克服当前困境，预计特斯拉的robotaxi业务将占其未来价值的90%，未来五年股价涨到2600美元。","content":"<html><body><p>“木头姐”看好<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Robotaxi业务，预测五年内股价将实现10倍暴涨。</p>\n<p>据媒体25日报道，<strong>“木头姐”Cathie Wood旗下的ARK研究团队预测，特斯拉股价在未来五年将达到2600美元——几乎是当前价格的10倍。</strong></p>\n<p><strong><img src=\"https://wpimg-wscn.awtmt.com/9c4a0e11-f30e-4a4d-a1f7-6c3bdec832f1.png\"/></strong></p>\n<p>在近日举办的<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>全球投资峰会上，木头姐还补充称，<strong>特斯拉的机器人出租车业务将占其未来价值的90%，而Ark甚至没有将其纳入价格预测中。</strong></p>\n<p>尽管近日以来，特斯拉在欧洲和中国等关键市场的销售和出货量急剧下降，创始人马斯克也面临舆论压力，使特斯拉股价今年以来已累计跌逾26%。</p>\n<p>但木头姐仍对特斯拉充满信心，认为即使特斯拉在中国市场的失败只会对其股价产生“短期打击”，不会影响Ark对该股五年目标价的预测。</p>\n<p>木头姐认为，新款Model Y进入市场、即将在德克萨斯州奥斯汀开始的robotaxi商业服务以及二季度即将推出的“平价版”车型，将帮助特斯拉克服当前困境。</p>\n<p>木头姐表示：</p>\n<blockquote>\n<p>“如果以给定价格衡量续航里程和功率等指标，特斯拉非常有竞争力，即使不是最具竞争力，也取决于汽车型号。”</p>\n<p>“从纯电动汽车角度看，特斯拉和<a href=\"https://laohu8.com/S/002594\">比亚迪</a>都处于领先地位。如果你考虑robotaxi，显然比亚迪目前还没有抓住这个机会，至少现在还没有。”</p>\n</blockquote>\n<p>根据公司网站发布的信息，截至3月24日，<strong>特斯拉仍然是木头姐旗下旗舰<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>的最大持仓，占其58亿美元资产的10%，不过该比例较2024年底的近16%有所下降。</strong></p>\n<p>虽然Wood因其对颠覆性技术的激进押注而广为人知，但她的旗舰基金近年表现不佳。</p>\n<p>ARK Innovation ETF在2023年和2024年分别上涨68%和8.4%，但仍较峰值下跌65%，五年表现落后于纳斯达克综合指数。</p>\n<p>此前，木头姐凭借其对特斯拉、<a href=\"https://laohu8.com/S/ZM\">Zoom</a>和Roku等个股的大胆预测而名声大噪，使她的基金在2021年初达到超过600亿美元的资产峰值。</p><div>风险提示及免责条款</div>\n<div>\n            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。\n          </div>\n</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>“木头姐”坚定看多特斯拉，大胆喊出“五年翻十倍”！</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“木头姐”坚定看多特斯拉，大胆喊出“五年翻十倍”！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-25 14:22 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3743801><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“木头姐”看好特斯拉Robotaxi业务，预测五年内股价将实现10倍暴涨。\n据媒体25日报道，“木头姐”Cathie Wood旗下的ARK研究团队预测，特斯拉股价在未来五年将达到2600美元——几乎是当前价格的10倍。\n\n在近日举办的汇丰全球投资峰会上，木头姐还补充称，特斯拉的机器人出租车业务将占其未来价值的90%，而Ark甚至没有将其纳入价格预测中。\n尽管近日以来，特斯拉在欧洲和中国等关键市场的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3743801\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://wpimg-wscn.awtmt.com/5f8a464d-9ead-401b-83ea-3c5e6be2931b.jpeg","relate_stocks":{"LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","TSLL":"2倍做多TSLA ETF-Direxion","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4527":"明星科技股","BK4543":"AI","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","TSYW.SI":"TESLA 3xLongSG261006","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) 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H2-SGD","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","BK4551":"寇图资本持仓","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3743801","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2522064933","content_text":"“木头姐”看好特斯拉Robotaxi业务，预测五年内股价将实现10倍暴涨。\n据媒体25日报道，“木头姐”Cathie Wood旗下的ARK研究团队预测，特斯拉股价在未来五年将达到2600美元——几乎是当前价格的10倍。\n\n在近日举办的汇丰全球投资峰会上，木头姐还补充称，特斯拉的机器人出租车业务将占其未来价值的90%，而Ark甚至没有将其纳入价格预测中。\n尽管近日以来，特斯拉在欧洲和中国等关键市场的销售和出货量急剧下降，创始人马斯克也面临舆论压力，使特斯拉股价今年以来已累计跌逾26%。\n但木头姐仍对特斯拉充满信心，认为即使特斯拉在中国市场的失败只会对其股价产生“短期打击”，不会影响Ark对该股五年目标价的预测。\n木头姐认为，新款Model Y进入市场、即将在德克萨斯州奥斯汀开始的robotaxi商业服务以及二季度即将推出的“平价版”车型，将帮助特斯拉克服当前困境。\n木头姐表示：\n\n“如果以给定价格衡量续航里程和功率等指标，特斯拉非常有竞争力，即使不是最具竞争力，也取决于汽车型号。”\n“从纯电动汽车角度看，特斯拉和比亚迪都处于领先地位。如果你考虑robotaxi，显然比亚迪目前还没有抓住这个机会，至少现在还没有。”\n\n根据公司网站发布的信息，截至3月24日，特斯拉仍然是木头姐旗下旗舰ARK Innovation ETF的最大持仓，占其58亿美元资产的10%，不过该比例较2024年底的近16%有所下降。\n虽然Wood因其对颠覆性技术的激进押注而广为人知，但她的旗舰基金近年表现不佳。\nARK Innovation ETF在2023年和2024年分别上涨68%和8.4%，但仍较峰值下跌65%，五年表现落后于纳斯达克综合指数。\n此前，木头姐凭借其对特斯拉、Zoom和Roku等个股的大胆预测而名声大噪，使她的基金在2021年初达到超过600亿美元的资产峰值。风险提示及免责条款\n\n            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":{"TSYW.SI":0.6,"TSLL":1,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415871412416704,"gmtCreate":1742539709617,"gmtModify":1742541952902,"author":{"id":"3525158002740343","authorId":"3525158002740343","name":"荷兰猪","avatar":"https://static.tigerbbs.com/b9bf507c9155eb149175d79776f6bdee","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3525158002740343","idStr":"3525158002740343"},"themes":[],"htmlText":"狗们还在拉国债","listText":"狗们还在拉国债","text":"狗们还在拉国债","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415871412416704","repostId":"2520761875","repostType":2,"repost":{"id":"2520761875","kind":"news","pubTimestamp":1742285380,"share":"https://www.laohu8.com/m/news/2520761875?lang=zh_CN&edition=full","pubTime":"2025-03-18 16:09","market":"us","language":"zh","title":"上证5年期国债指数(全价)报196.49点","url":"https://stock-news.laohu8.com/highlight/detail?id=2520761875","media":"金融界","summary":"金融界3月18日消息，上证指数高开震荡，上证5年期国债指数 报196.49点。数据统计显示，上证5年期国债指数(全价)近一个月下跌0.78%，近三个月下跌0.82%，年至今下跌1.05%。据了解，上证5年期国债指数的样本由剩余期限4到7年且在上交所挂牌的国债组成。从债项评级分布来看，上证5年期国债指数(全价)持仓100.00%为无评级债券。","content":"<html><body><div>\n<p>金融界3月18日消息，上证指数高开震荡，上证5年期国债指数(全价) (5年国债(全)，H00140)报196.49点。</p><p>数据统计显示，上证5年期国债指数(全价)近一个月下跌0.78%，近三个月下跌0.82%，年至今下跌1.05%。</p><p>据了解，上证5年期国债指数的样本由剩余期限4到7年且在上交所挂牌的国债组成。该指数以2007年12月31日为基日，以100.0点为基点。</p><p>从债项评级分布来看，上证5年期国债指数(全价)持仓100.00%为无评级债券。</p><p>资料显示，上证5年期国债指数样本券每季度调整一次，定期调整生效日分别为国债期货交割月的第二个周五后首个交易日，定期调整数据提取日为生效日前一个交易日。遇临时调整时，满足条件的新发债券自上市次日起进入指数。若样本券发生暂停上市、摘牌等事件，自下一定期调样生效日起剔除出指数；样本券发生其他事件，参照计算与维护细则处理。</p>\n<div>\n<div>\n</div>\n</div>\n</div></body></html>","source":"jinrongjie_stock","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>上证5年期国债指数(全价)报196.49点</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上证5年期国债指数(全价)报196.49点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-18 16:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.jrj.com.cn/2025/03/18160948826489.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金融界3月18日消息，上证指数高开震荡，上证5年期国债指数(全价) (5年国债(全)，H00140)报196.49点。数据统计显示，上证5年期国债指数(全价)近一个月下跌0.78%，近三个月下跌0.82%，年至今下跌1.05%。据了解，上证5年期国债指数的样本由剩余期限4到7年且在上交所挂牌的国债组成。该指数以2007年12月31日为基日，以100.0点为基点。从债项评级分布来看，上证5年期...</p>\n\n<a href=\"https://finance.jrj.com.cn/2025/03/18160948826489.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":{"159982":"中证500","399300":"沪深300","000012.SH":"国债指数","000001.SH":"上证指数"},"source_url":"https://finance.jrj.com.cn/2025/03/18160948826489.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2520761875","content_text":"金融界3月18日消息，上证指数高开震荡，上证5年期国债指数(全价) (5年国债(全)，H00140)报196.49点。数据统计显示，上证5年期国债指数(全价)近一个月下跌0.78%，近三个月下跌0.82%，年至今下跌1.05%。据了解，上证5年期国债指数的样本由剩余期限4到7年且在上交所挂牌的国债组成。该指数以2007年12月31日为基日，以100.0点为基点。从债项评级分布来看，上证5年期国债指数(全价)持仓100.00%为无评级债券。资料显示，上证5年期国债指数样本券每季度调整一次，定期调整生效日分别为国债期货交割月的第二个周五后首个交易日，定期调整数据提取日为生效日前一个交易日。遇临时调整时，满足条件的新发债券自上市次日起进入指数。若样本券发生暂停上市、摘牌等事件，自下一定期调样生效日起剔除出指数；样本券发生其他事件，参照计算与维护细则处理。","news_type":1,"symbols_score_info":{"159982":1,"399300":1,"000001.SH":1,"000012.SH":1}},"isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415520309317928,"gmtCreate":1742474488854,"gmtModify":1742474490753,"author":{"id":"3525158002740343","authorId":"3525158002740343","name":"荷兰猪","avatar":"https://static.tigerbbs.com/b9bf507c9155eb149175d79776f6bdee","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3525158002740343","idStr":"3525158002740343"},"themes":[],"htmlText":"嗯 华为都是120%","listText":"嗯 华为都是120%","text":"嗯 华为都是120%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415520309317928","repostId":"2520125756","repostType":2,"repost":{"id":"2520125756","kind":"news","pubTimestamp":1742430720,"share":"https://www.laohu8.com/m/news/2520125756?lang=zh_CN&edition=full","pubTime":"2025-03-20 08:32","market":"us","language":"zh","title":"调查称iPhone 16e难成爆款机型：仅12.4%用户满意","url":"https://stock-news.laohu8.com/highlight/detail?id=2520125756","media":"手机中国","summary":"调查显示，只有12.4%的受访者对iPhone 16e表示“非常满意”或“很满意”，而30.7%的受访者表示“完全不感兴趣”，42.2%的受访者表示只是“有点感兴趣”。尽管存在诸多不足，仍有一些人打算购买iPhone 16e。调查显示，72.3%计划购买iPhone 16e的受访者表示，主要原因是该手机“符合他们的预算”。价格因素在这些因素之后才被考虑，这表明在许多果粉眼中，iPhone 16e在发布之前就已注定难以获得青睐。许多人还认为，像iPhone 16e这样的设备正在“贬值”iPhone品牌。","content":"<html><body><article><p>【CNMO科技消息】iPhone 16e是<a href=\"https://laohu8.com/S/AAPL\">苹果</a>最新推出的机型，但一项在线调查显示，大多数美国“果粉”对这款手机并不感兴趣。调查显示，只有12.4%的受访者对iPhone 16e表示“非常满意”或“很满意”，而30.7%的受访者表示“完全不感兴趣”，42.2%的受访者表示只是“有点感兴趣”。外媒称，这款起售价599美元（国内售价4499元其）、配备6.1英寸屏幕和单摄像头的手机，其设计和功能都较为普通，难以给人留下深刻印象。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250320084659132d20696k0mypgpts\"/><p>许多iPhone 15或更早型号的用户表示，他们不会更换到这款最新的设备，主要原因是其单摄像头配置，其次是一些用户更倾向于选择高端型号，尽管价格较高。此外，许多潜在的iPhone 16e买家对这款手机缺少MagSafe磁吸功能感到不满，还有更多人认为这款手机“不够便宜，不足以使其比高端iPhone 16型号更具吸引力”。</p><img src=\"http://img.cnmo.com/2274_600x1000/2273041.png\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250320084734068d206rx2jfrjd9v7\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250320084739400d206vrzj4uup1j8\"/><p>尽管存在诸多不足，仍有一些人打算购买iPhone 16e。对于这部分人来说，价格是主要吸引力之一。调查显示，72.3%计划购买iPhone 16e的受访者表示，主要原因是该手机“符合他们的预算”。此外，较长的电池续航、先进的A18处理器和长期软件支持也是该手机的亮点。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250320084746700d206aua2hslh1i7\"/><p>对于大多数iPhone用户来说，电池续航是他们在升级新手机时考虑的首要因素，其次是摄像头质量、品牌忠诚度以及动态岛和苹果智能等特性。价格因素在这些因素之后才被考虑，这表明在许多果粉眼中，iPhone 16e在发布之前就已注定难以获得青睐。这些用户不太关心手机的价格，因此无论苹果如何调整“e”系列的价格，其高端型号对这些用户来说仍然是好的选择。</p><p>许多人还认为，像iPhone 16e这样的设备正在“贬值”iPhone品牌。因此，苹果是否会很快恢复独立的SE产品线，还是继续推出17e、18e等后续型号，将是一个有趣的看点。</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>调查称iPhone 16e难成爆款机型：仅12.4%用户满意</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调查称iPhone 16e难成爆款机型：仅12.4%用户满意\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-20 08:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250320084751971cdde7&s=b><strong>手机中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【CNMO科技消息】iPhone 16e是苹果最新推出的机型，但一项在线调查显示，大多数美国“果粉”对这款手机并不感兴趣。调查显示，只有12.4%的受访者对iPhone 16e表示“非常满意”或“很满意”，而30.7%的受访者表示“完全不感兴趣”，42.2%的受访者表示只是“有点感兴趣”。外媒称，这款起售价599美元（国内售价4499元其）、配备6.1英寸屏幕和单摄像头的手机，其设计和功能都较为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250320084751971cdde7&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":{"LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) 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Security AT Acc USD","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","MACW.SI":"APPLE 3xLongSG261006","BK4505":"高瓴资本持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0080751232.USD":"富达环球多元动力基金A","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250320084751971cdde7&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2520125756","content_text":"【CNMO科技消息】iPhone 16e是苹果最新推出的机型，但一项在线调查显示，大多数美国“果粉”对这款手机并不感兴趣。调查显示，只有12.4%的受访者对iPhone 16e表示“非常满意”或“很满意”，而30.7%的受访者表示“完全不感兴趣”，42.2%的受访者表示只是“有点感兴趣”。外媒称，这款起售价599美元（国内售价4499元其）、配备6.1英寸屏幕和单摄像头的手机，其设计和功能都较为普通，难以给人留下深刻印象。许多iPhone 15或更早型号的用户表示，他们不会更换到这款最新的设备，主要原因是其单摄像头配置，其次是一些用户更倾向于选择高端型号，尽管价格较高。此外，许多潜在的iPhone 16e买家对这款手机缺少MagSafe磁吸功能感到不满，还有更多人认为这款手机“不够便宜，不足以使其比高端iPhone 16型号更具吸引力”。尽管存在诸多不足，仍有一些人打算购买iPhone 16e。对于这部分人来说，价格是主要吸引力之一。调查显示，72.3%计划购买iPhone 16e的受访者表示，主要原因是该手机“符合他们的预算”。此外，较长的电池续航、先进的A18处理器和长期软件支持也是该手机的亮点。对于大多数iPhone用户来说，电池续航是他们在升级新手机时考虑的首要因素，其次是摄像头质量、品牌忠诚度以及动态岛和苹果智能等特性。价格因素在这些因素之后才被考虑，这表明在许多果粉眼中，iPhone 16e在发布之前就已注定难以获得青睐。这些用户不太关心手机的价格，因此无论苹果如何调整“e”系列的价格，其高端型号对这些用户来说仍然是好的选择。许多人还认为，像iPhone 16e这样的设备正在“贬值”iPhone品牌。因此，苹果是否会很快恢复独立的SE产品线，还是继续推出17e、18e等后续型号，将是一个有趣的看点。","news_type":1,"symbols_score_info":{"AAPL":1,"MACW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":414466406773008,"gmtCreate":1742225932942,"gmtModify":1742225935106,"author":{"id":"3525158002740343","authorId":"3525158002740343","name":"荷兰猪","avatar":"https://static.tigerbbs.com/b9bf507c9155eb149175d79776f6bdee","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3525158002740343","idStr":"3525158002740343"},"themes":[],"htmlText":"地球上就她们一个基金买股票吗，可笑。","listText":"地球上就她们一个基金买股票吗，可笑。","text":"地球上就她们一个基金买股票吗，可笑。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/414466406773008","repostId":"2519737970","repostType":2,"repost":{"id":"2519737970","kind":"news","pubTimestamp":1742115660,"share":"https://www.laohu8.com/m/news/2519737970?lang=zh_CN&edition=full","pubTime":"2025-03-16 17:01","market":"sg","language":"zh","title":"马斯克惹众怒！丹麦养老基金“拉黑”特斯拉，抛售所持股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2519737970","media":"华尔街见闻","summary":"媒体报道称，该基金目前管理着超过200亿美元的资产，且正在抛售了其持有的剩余200股特斯拉股票。政治立场与争议行为引市场担忧事实上，对马斯克和特斯拉的担忧并非丹麦养老基金一家独有。随着特斯拉股价持续暴跌，市场情绪持续走低。分析认为，特斯拉股价暴跌的原因之一是其销量下滑。而丹麦养老基金的“拉黑”事件，无疑给特斯拉的困境再添了一把柴。","content":"<html><body><div>\n<p cms-style=\"font-L\">政治立场引发的反噬效应正进一步蔓延。</p><p cms-style=\"font-L\">近日，丹麦养老基金 AkademikerPension 在官网发布声明，宣布将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公司正式列入投资黑名单，这意味着，无论是该基金自身还是其委托的外部基金管理人，未来都不能再购买特斯拉股票。</p><p cms-style=\"font-L\">媒体报道称，该基金目前管理着超过200亿美元的资产，且正在抛售了其持有的剩余200股特斯拉股票。该基金的一位发言人透露，特斯拉股票在其投资组合中的峰值价值曾高达3亿丹麦克朗（约4500 万美元）。</p><p cms-style=\"font-L\">谈及“拉黑”、“清仓”特斯拉的原因，AkademikerPension首席执行官Holst表示，主要因素有三点：①特斯拉对工会的抵制；②公司治理结构中暴露出的问题，董事会独立性面临重大挑战；③马斯克本人“深度介入美国和欧洲政治”以及“散布不实信息”的行为。</p><p cms-style=\"font-L\">Holst表示，后者给回报带来了“相当大的风险”。Holst补充称：</p><blockquote><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">“简而言之，我们认为马斯克正在摧毁（特斯拉的）品牌和价值。”</font></p></blockquote><p cms-style=\"font-L strong-Bold\">政治立场与争议行为引市场担忧</p><p cms-style=\"font-L\">事实上，对马斯克和特斯拉的担忧并非丹麦养老基金一家独有。随着特斯拉股价持续暴跌，市场情绪持续走低。即便是特斯拉的“死忠粉”也开始动摇，支撑股价的主要力量散户交易员们也出现了退场观望的迹象。</p><p cms-style=\"font-L\">分析认为，特斯拉股价暴跌的原因之一是其销量下滑。在德国，由于马斯克公开支持极右翼政党，特斯拉汽车注册量在前两个月骤降70%。在美国，特斯拉最大的市场，消费者对特斯拉的偏好也显著下降。市场调查数据显示，自马斯克收购Twitter（现X）以来，“肯定”会考虑购买特斯拉的消费者比例从22%降至不足8%，而“不考虑”购买特斯拉的比例则从39%上升至63%。</p><p cms-style=\"font-L\">除了车型换代等因素外，马斯克个人政治立场引发的反噬效应正在全球范围内显现。他对极右翼政党的赞扬、与特朗普的合作以及在社交媒体上发表的争议性言论，都严重损害了特斯拉的品牌形象，并引发了抵制和抗议活动。甚至有特斯拉门店和汽车成为破坏和纵火袭击的目标。</p><p cms-style=\"font-L\">与此同时，投资者也开始担忧马斯克是否分散了过多的精力。在担任美国政府效率部（DOGE）主管后，马斯克似乎将更多精力投入到政府事务中，这引发了市场对其管理特斯拉等其他公司的能力的担忧。马斯克本人也在采访中承认，管理多家公司让他感到“非常困难”。</p><p cms-style=\"font-L\">多重因素叠加之下，华尔街分析师也纷纷下调特斯拉的目标价，并对其未来前景表示担忧。其中，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>将特斯拉的目标价从135美元下调至120美元；古根海姆将目标价从175美元下调至170美元；瑞银等机构大幅下调了特斯拉的交付预期。</p><p cms-style=\"font-L\">截至发稿，特斯拉股价报249.98美元，较其去年12月录得高位488美元几近“腰斩”。</p><div><img src=\"http://n.sinaimg.cn/spider20250316/297/w639h458/20250316/59cd-82f1754e144d12d84e91c05da27d819a.png\"/><span></span></div><p cms-style=\"font-L\">曾经的“明星股”特斯拉，如今正面临着前所未有的挑战。而丹麦养老基金的“拉黑”事件，无疑给特斯拉的困境再添了一把柴。</p><p cms-style=\"font-L\">风险提示及免责条款</p><p cms-style=\"font-L\">            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>\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</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>马斯克惹众怒！丹麦养老基金“拉黑”特斯拉，抛售所持股份</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马斯克惹众怒！丹麦养老基金“拉黑”特斯拉，抛售所持股份\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-16 17:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2025-03-16/doc-inepvvxh1586840.shtml><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>政治立场引发的反噬效应正进一步蔓延。近日，丹麦养老基金 AkademikerPension 在官网发布声明，宣布将特斯拉公司正式列入投资黑名单，这意味着，无论是该基金自身还是其委托的外部基金管理人，未来都不能再购买特斯拉股票。媒体报道称，该基金目前管理着超过200亿美元的资产，且正在抛售了其持有的剩余200股特斯拉股票。该基金的一位发言人透露，特斯拉股票在其投资组合中的峰值价值曾高达3亿丹麦克朗（...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2025-03-16/doc-inepvvxh1586840.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":{"LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4527":"明星科技股","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","SG9999015952.SGD":"LIONGLOBAL 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ACC","BK4612":"AI芯片","TSYW.SI":"TESLA 3xLongSG261006","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4588":"碎股","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","BK4604":"机器人概念","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","BK4574":"无人驾驶","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4598":"佩洛西持仓","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/roll/2025-03-16/doc-inepvvxh1586840.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2519737970","content_text":"政治立场引发的反噬效应正进一步蔓延。近日，丹麦养老基金 AkademikerPension 在官网发布声明，宣布将特斯拉公司正式列入投资黑名单，这意味着，无论是该基金自身还是其委托的外部基金管理人，未来都不能再购买特斯拉股票。媒体报道称，该基金目前管理着超过200亿美元的资产，且正在抛售了其持有的剩余200股特斯拉股票。该基金的一位发言人透露，特斯拉股票在其投资组合中的峰值价值曾高达3亿丹麦克朗（约4500 万美元）。谈及“拉黑”、“清仓”特斯拉的原因，AkademikerPension首席执行官Holst表示，主要因素有三点：①特斯拉对工会的抵制；②公司治理结构中暴露出的问题，董事会独立性面临重大挑战；③马斯克本人“深度介入美国和欧洲政治”以及“散布不实信息”的行为。Holst表示，后者给回报带来了“相当大的风险”。Holst补充称：“简而言之，我们认为马斯克正在摧毁（特斯拉的）品牌和价值。”政治立场与争议行为引市场担忧事实上，对马斯克和特斯拉的担忧并非丹麦养老基金一家独有。随着特斯拉股价持续暴跌，市场情绪持续走低。即便是特斯拉的“死忠粉”也开始动摇，支撑股价的主要力量散户交易员们也出现了退场观望的迹象。分析认为，特斯拉股价暴跌的原因之一是其销量下滑。在德国，由于马斯克公开支持极右翼政党，特斯拉汽车注册量在前两个月骤降70%。在美国，特斯拉最大的市场，消费者对特斯拉的偏好也显著下降。市场调查数据显示，自马斯克收购Twitter（现X）以来，“肯定”会考虑购买特斯拉的消费者比例从22%降至不足8%，而“不考虑”购买特斯拉的比例则从39%上升至63%。除了车型换代等因素外，马斯克个人政治立场引发的反噬效应正在全球范围内显现。他对极右翼政党的赞扬、与特朗普的合作以及在社交媒体上发表的争议性言论，都严重损害了特斯拉的品牌形象，并引发了抵制和抗议活动。甚至有特斯拉门店和汽车成为破坏和纵火袭击的目标。与此同时，投资者也开始担忧马斯克是否分散了过多的精力。在担任美国政府效率部（DOGE）主管后，马斯克似乎将更多精力投入到政府事务中，这引发了市场对其管理特斯拉等其他公司的能力的担忧。马斯克本人也在采访中承认，管理多家公司让他感到“非常困难”。多重因素叠加之下，华尔街分析师也纷纷下调特斯拉的目标价，并对其未来前景表示担忧。其中，摩根大通将特斯拉的目标价从135美元下调至120美元；古根海姆将目标价从175美元下调至170美元；瑞银等机构大幅下调了特斯拉的交付预期。截至发稿，特斯拉股价报249.98美元，较其去年12月录得高位488美元几近“腰斩”。曾经的“明星股”特斯拉，如今正面临着前所未有的挑战。而丹麦养老基金的“拉黑”事件，无疑给特斯拉的困境再添了一把柴。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。          \n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":414416531886576,"gmtCreate":1742206030346,"gmtModify":1742206032057,"author":{"id":"3525158002740343","authorId":"3525158002740343","name":"荷兰猪","avatar":"https://static.tigerbbs.com/b9bf507c9155eb149175d79776f6bdee","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3525158002740343","idStr":"3525158002740343"},"themes":[],"htmlText":"中间被谁拿了","listText":"中间被谁拿了","text":"中间被谁拿了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/414416531886576","repostId":"2519252248","repostType":2,"repost":{"id":"2519252248","kind":"news","pubTimestamp":1741939980,"share":"https://www.laohu8.com/m/news/2519252248?lang=zh_CN&edition=full","pubTime":"2025-03-14 16:13","market":"us","language":"zh","title":"龚宇谈短剧投流模式：用户花100块钱，投资者只拿到5-7块钱","url":"https://stock-news.laohu8.com/highlight/detail?id=2519252248","media":"新浪科技","summary":"新浪科技讯 3月14日下午消息，在2025爱奇艺微短剧论坛上，爱奇艺首席执行官龚宇发表演讲。　　龚宇坦言，第一波的微短剧采取片方投流、用户付费解锁的模式。　　龚宇分享称，在新的商业模式下，微短剧行业的收入无论是广告收入还是会员收入，50%甚至是70%、80%都回到了创作者和投资者手里，这样对行业的健康可持续的发展起到了巨大的推动作用。","content":"<html><body><div>\n<p>　　新浪科技讯 3月14日下午消息，在2025<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>微短剧论坛上，爱奇艺首席执行官龚宇发表演讲。</p>\n<p>　　龚宇表示，对于微短剧，科技创新带来的下一个创新是商业模式的创新。</p>\n<p>　　龚宇坦言，第一波的微短剧采取片方投流、用户付费解锁的模式。对于这种模式，在最开始的时候，爱奇艺反应慢了一些，觉得看一部剧要花100、200元的市场可能没那么大。</p>\n<p>　　“这种商业模式一开始显然就有天生的问题，用户花100块钱，到投资者手里只有5至7块钱，这是一个非常不合理的分配结构。”龚宇说。</p>\n<p>　　但是，龚宇表示，随着技术的变革，如今微短剧的商业模式又发生了变化，诞生了免费模式和会员模式，让原本点状的创作方法变成了线状，更接近于影视的创作思路，连续且有情绪。</p>\n<p>　　龚宇分享称，在新的商业模式下，微短剧行业的收入无论是广告收入还是会员收入，50%甚至是70%、80%都回到了创作者和投资者手里，这样对行业的健康可持续的发展起到了巨大的推动作用。用户行为也随之发生了变化，用户用更高级的审美去判断作品，而不只是简单的刺激。</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：刘万里 SF014</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>龚宇谈短剧投流模式：用户花100块钱，投资者只拿到5-7块钱</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; 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class=\"title\">\n龚宇谈短剧投流模式：用户花100块钱，投资者只拿到5-7块钱\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-14 16:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/it/2025-03-14/doc-inepritp9595123.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14日下午消息，在2025爱奇艺微短剧论坛上，爱奇艺首席执行官龚宇发表演讲。\n　　龚宇表示，对于微短剧，科技创新带来的下一个创新是商业模式的创新。\n　　龚宇坦言，第一波的微短剧采取片方投流、用户付费解锁的模式。对于这种模式，在最开始的时候，爱奇艺反应慢了一些，觉得看一部剧要花100、200元的市场可能没那么大。\n　　“这种商业模式一开始显然就有天生的问题，用户花100块钱，到投资者...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/it/2025-03-14/doc-inepritp9595123.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":{"BK4531":"中概回港概念","BK4108":"电影和娱乐","BK4526":"热门中概股","IQ":"爱奇艺","BK4505":"高瓴资本持仓","BK4552":"Archegos爆仓风波概念"},"source_url":"https://finance.sina.com.cn/tech/it/2025-03-14/doc-inepritp9595123.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2519252248","content_text":"新浪科技讯 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