元加涨的个人主页 - 老虎社区

元加涨

元加涨

暂无个人介绍

IP属地：浙江

35关注

8粉丝

3主题

0勋章

04-30

$三倍做空半导体ETF-Direxion Daily(SOXS)$ 你能不能直接弄死我？非要这样钝刀子割肉？

04-25

$因立夫(INLF)$ 跌到 2 毛钱了你们还卖疯了吧

04-08

$三倍做空半导体ETF-Direxion Daily(SOXS)$ 已经疯了没有打仗还没有这么低打了仗反而更低了

04-08

$因立夫(INLF)$ 到底谁在卖

03-20

$因立夫(INLF)$ 马上起飞不要三毛五毛的来会到三块五块

02-18

希望因立夫到 100 美金三倍做空半导体到 100 美金

01-23

泡沫还不破灭吗

黄仁勋透露：英伟达已取代苹果，成为台积电最大客户

01-22

泡沫呢

异动解读 | 美光科技盘中大涨5.01%，AI需求与内存短缺推动股价飙升

01-20

$三倍做空半导体ETF-Direxion Daily(SOXS)$ 这个已经严重失真了

01-14

$三倍做空半导体ETF-Direxion Daily(SOXS)$ 我想看看它最低能到哪里

2025-12-02

$三倍做空半导体ETF-Direxion Daily(SOXS)$ 我真服了美股跌你还是跌美股涨你暴跌

2025-11-25

$标普500(.SPX)$ 绝对会崩

2025-06-14

$因立夫(INLF)$ 哪些**在卖

2025-06-14

$因立夫(INLF)$ 佩服这家公司毫无动静

2025-06-11

$因立夫(INLF)$ 看你能跌到多少

2025-05-27

$因立夫(INLF)$ 财报什么时候出

2025-04-29

$因立夫(INLF)$ 有意思呀整天趴着

2025-04-25

$因立夫(INLF)$ 我陪你到底

2025-04-17

$因立夫(INLF)$ 你还有底吗

2025-04-08

超过 34% 都一样没法玩

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3534852337132943","uuid":"3534852337132943","gmtCreate":1571758315043,"gmtModify":1647448994344,"name":"元加涨","pinyin":"yjzyuanjiazhang","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/e07c6911d30b641d53851ff22e8a8740","hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","hatId":"ca_profile_frame_DWr5S1","hatName":"","vip":1,"status":2,"fanSize":8,"headSize":35,"tweetSize":66,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":3,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.04.14","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.03.04","exceedPercentage":"93.44%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.10.21","exceedPercentage":"80.96%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":3,"crmLevelSwitch":1,"location":"浙江","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":559135932698704,"gmtCreate":1777539484729,"gmtModify":1777540999079,"author":{"id":"3534852337132943","authorId":"3534852337132943","name":"元加涨","avatar":"https://static.tigerbbs.com/e07c6911d30b641d53851ff22e8a8740","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3534852337132943","authorIdStr":"3534852337132943"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a> 你能不能直接弄死我？非要这样钝刀子割肉？","listText":"<a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a> 你能不能直接弄死我？非要这样钝刀子割肉？","text":"$三倍做空半导体ETF-Direxion Daily(SOXS)$ 你能不能直接弄死我？非要这样钝刀子割肉？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/559135932698704","isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4220651337528570","authorId":"4220651337528570","name":"剑在闲上","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4220651337528570","authorIdStr":"4220651337528570"},"content":"快跑吧，这玩意最多拿5天，有杠杆磨损","text":"快跑吧，这玩意最多拿5天，有杠杆磨损","html":"快跑吧，这玩意最多拿5天，有杠杆磨损"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557165219349928,"gmtCreate":1777058376119,"gmtModify":1777058378262,"author":{"id":"3534852337132943","authorId":"3534852337132943","name":"元加涨","avatar":"https://static.tigerbbs.com/e07c6911d30b641d53851ff22e8a8740","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3534852337132943","authorIdStr":"3534852337132943"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INLF\">$因立夫(INLF)$</a> 跌到 2 毛钱了 你们还卖 疯了吧","listText":"<a href=\"https://laohu8.com/S/INLF\">$因立夫(INLF)$</a> 跌到 2 毛钱了 你们还卖 疯了吧","text":"$因立夫(INLF)$ 跌到 2 毛钱了 你们还卖 疯了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557165219349928","isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551384145228856,"gmtCreate":1775637106769,"gmtModify":1775637108754,"author":{"id":"3534852337132943","authorId":"3534852337132943","name":"元加涨","avatar":"https://static.tigerbbs.com/e07c6911d30b641d53851ff22e8a8740","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3534852337132943","authorIdStr":"3534852337132943"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a> 已经疯了 没有打仗还没有这么低 打了仗反而更低了","listText":"<a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a> 已经疯了 没有打仗还没有这么低 打了仗反而更低了","text":"$三倍做空半导体ETF-Direxion Daily(SOXS)$ 已经疯了 没有打仗还没有这么低 打了仗反而更低了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551384145228856","isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551167922148232,"gmtCreate":1775584316145,"gmtModify":1775584318182,"author":{"id":"3534852337132943","authorId":"3534852337132943","name":"元加涨","avatar":"https://static.tigerbbs.com/e07c6911d30b641d53851ff22e8a8740","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3534852337132943","authorIdStr":"3534852337132943"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INLF\">$因立夫(INLF)$</a> 到底谁在卖","listText":"<a href=\"https://laohu8.com/S/INLF\">$因立夫(INLF)$</a> 到底谁在卖","text":"$因立夫(INLF)$ 到底谁在卖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551167922148232","isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544769101021544,"gmtCreate":1774009893124,"gmtModify":1774009895193,"author":{"id":"3534852337132943","authorId":"3534852337132943","name":"元加涨","avatar":"https://static.tigerbbs.com/e07c6911d30b641d53851ff22e8a8740","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3534852337132943","authorIdStr":"3534852337132943"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INLF\">$因立夫(INLF)$</a> 马上起飞 不要三毛五毛的来 会到三块五块","listText":"<a href=\"https://laohu8.com/S/INLF\">$因立夫(INLF)$</a> 马上起飞 不要三毛五毛的来 会到三块五块","text":"$因立夫(INLF)$ 马上起飞 不要三毛五毛的来 会到三块五块","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544769101021544","isVote":1,"tweetType":1,"viewCount":810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":534010684448992,"gmtCreate":1771394661367,"gmtModify":1771394667067,"author":{"id":"3534852337132943","authorId":"3534852337132943","name":"元加涨","avatar":"https://static.tigerbbs.com/e07c6911d30b641d53851ff22e8a8740","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3534852337132943","authorIdStr":"3534852337132943"},"themes":[],"title":"","htmlText":"希望因立夫到 100 美金 三倍做空半导体到 100 美金","listText":"希望因立夫到 100 美金 三倍做空半导体到 100 美金","text":"希望因立夫到 100 美金 三倍做空半导体到 100 美金","images":[{"img":"https://static.tigerbbs.com/7f6d36eda7ae3257f3f499ab0716020c"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534010684448992","isVote":1,"tweetType":1,"viewCount":964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":524588910261272,"gmtCreate":1769100138462,"gmtModify":1769100140766,"author":{"id":"3534852337132943","authorId":"3534852337132943","name":"元加涨","avatar":"https://static.tigerbbs.com/e07c6911d30b641d53851ff22e8a8740","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3534852337132943","authorIdStr":"3534852337132943"},"themes":[],"title":"","htmlText":"泡沫还不破灭吗","listText":"泡沫还不破灭吗","text":"泡沫还不破灭吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524588910261272","repostId":"2605046989","repostType":2,"repost":{"id":"2605046989","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1769075886,"share":"https://www.laohu8.com/m/news/2605046989?lang=zh_CN&edition=full","pubTime":"2026-01-22 17:58","market":"us","language":"zh","title":"黄仁勋透露：英伟达已取代苹果，成为台积电最大客户","url":"https://stock-news.laohu8.com/highlight/detail?id=2605046989","media":"华尔街见闻","summary":"人工智能正重塑半导体供应链。英伟达已因AI处理器需求激增，取代苹果成为台积电最大客户。同时，市场传言台积电可能因此对苹果提价并调整产能优先级。","content":"<html><head></head><body><blockquote><p>人工智能正重塑半导体供应链。英伟达已因AI处理器需求激增，取代苹果成为台积电最大客户。同时，市场传言台积电可能因此对苹果提价并调整产能优先级。</p></blockquote><p>人工智能浪潮正在重塑全球半导体供应链的版图。<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>首席执行官黄仁勋近日透露，得益于对AI处理器的爆炸性需求，公司已取代<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，成为<a href=\"https://laohu8.com/S/TSM\">台积电</a>当前最大的客户。</p><p>这一消息来自黄仁勋近期接受全球半导体联盟首席执行官Jodi Shelton采访时的表态。他在一档播客节目中提及，回顾当年对台积电创始人张忠谋许下的承诺，英伟达目前已确立了其作为台积电最大收入来源的地位，结束了苹果长期占据这一榜首的历史。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e32a0bb38413573e9e84c78941eb2232\" tg-width=\"1024\" tg-height=\"431\"/></p><p><strong>此次排位更迭凸显了企业级AI资本支出对上游晶圆代工产能的强劲拉动作用。</strong>虽然苹果依靠iPhone和Mac等消费电子产品维持高销量，但企业客户为获取AI算力不惜投入巨资抢购GPU，这种企业级市场对价格极不敏感的需求模式正在压倒消费电子市场的传统订单规模，推动英伟达营收飙升。</p><p>随着产能向AI芯片倾斜，市场传言台积电可能正对苹果提价。据媒体报道，由于AI需求挤压了其他半导体的生产空间，苹果不仅面临成本上升的压力，其在台积电的生产优先级也可能受到挑战，这表明供应链的话语权正随着终端需求的变化而转移。</p><h2 id=\"id_3181033889\">重回榜首</h2><p>在“A Bit Personal with Jodi Shelton”播客的首期节目中，Shelton询问黄仁勋早年自信心的来源，并回忆起台积电创始人张忠谋曾提到的故事：黄仁勋在初次见面时就豪言要成为台积电最大客户，当时张忠谋认为这非常有魄力。对此，黄仁勋在采访中回应称，“顺便说一句，忠谋会很高兴知道英伟达现在是台积电最大的客户。”</p><p>这并非英伟达首次占据这一位置。在21世纪初，该公司曾是台积电的头号客户。然而，进入2010年代后，随着<a href=\"https://laohu8.com/S/INTC\">英特尔</a>错失与苹果的合作机会，台积电承接了iPhone和iPad处理器的制造订单。随着iPhone全球市场份额超越<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>，苹果在很长一段时间内稳居台积电第一大客户的宝座，直到此次被AI浪潮推升的英伟达反超。</p><h2 id=\"id_3426756819\">企业级支出的胜利</h2><p>英伟达重夺榜首反映了半导体终端市场的深刻变化。尽管苹果的智能手机、平板电脑以及Mac产品线凭借Apple Silicon芯片仍驱动着创纪录的销售额，但AI热潮带来的GPU需求呈现出完全不同的增长逻辑。</p><p><strong>企业客户愿意向英伟达支付数十亿美元以获取尽可能多的AI处理器，这种需求主要受算力竞赛驱动，价格敏感度极低。</strong>相比之下，消费电子领域的消费者存在明显的价格上限，一旦智能手机或笔记本电脑定价过高，用户便会转向其他品牌。</p><p>目前，科技公司正投入巨资收购成千上万个GPU来训练最先进的模型，只要企业认为增加算力能带来更多利润，英伟达就能在这一几乎被其垄断的市场上持续获得巨额收入。</p><h2 id=\"id_4262040862\">产能挤压与潜在风险</h2><p>这种需求的剧烈转变可能正在改变台积电的定价策略。据WCCFTech援引微博科技爆料账号Fixed Focus Digital的消息，由于AI需求挤压了其他半导体的产能，台积电正在提高对苹果芯片的收费。</p><p>此外，传言称苹果可能不再享有生产优先级。尽管这目前仅是市场猜测且相关合同信息通常保密，但这反映了供应链内部因AI需求爆发而产生的资源分配紧张。</p><p>值得注意的是，<strong>英伟达当前的成功与AI市场的炒作高度绑定。如果AI泡沫破裂，导致大量已<a href=\"https://laohu8.com/S/01630\">建成</a>的AI数据中心闲置且缺乏客户，需求将迅速回落。届时，业务模式更为稳健的苹果有望重新夺回台积电第一大客户的位置。</strong></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>黄仁勋透露：英伟达已取代苹果，成为台积电最大客户</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黄仁勋透露：英伟达已取代苹果，成为台积电最大客户\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-01-22 17:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>人工智能正重塑半导体供应链。英伟达已因AI处理器需求激增，取代苹果成为台积电最大客户。同时，市场传言台积电可能因此对苹果提价并调整产能优先级。</p></blockquote><p>人工智能浪潮正在重塑全球半导体供应链的版图。<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>首席执行官黄仁勋近日透露，得益于对AI处理器的爆炸性需求，公司已取代<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，成为<a href=\"https://laohu8.com/S/TSM\">台积电</a>当前最大的客户。</p><p>这一消息来自黄仁勋近期接受全球半导体联盟首席执行官Jodi Shelton采访时的表态。他在一档播客节目中提及，回顾当年对台积电创始人张忠谋许下的承诺，英伟达目前已确立了其作为台积电最大收入来源的地位，结束了苹果长期占据这一榜首的历史。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e32a0bb38413573e9e84c78941eb2232\" tg-width=\"1024\" tg-height=\"431\"/></p><p><strong>此次排位更迭凸显了企业级AI资本支出对上游晶圆代工产能的强劲拉动作用。</strong>虽然苹果依靠iPhone和Mac等消费电子产品维持高销量，但企业客户为获取AI算力不惜投入巨资抢购GPU，这种企业级市场对价格极不敏感的需求模式正在压倒消费电子市场的传统订单规模，推动英伟达营收飙升。</p><p>随着产能向AI芯片倾斜，市场传言台积电可能正对苹果提价。据媒体报道，由于AI需求挤压了其他半导体的生产空间，苹果不仅面临成本上升的压力，其在台积电的生产优先级也可能受到挑战，这表明供应链的话语权正随着终端需求的变化而转移。</p><h2 id=\"id_3181033889\">重回榜首</h2><p>在“A Bit Personal with Jodi Shelton”播客的首期节目中，Shelton询问黄仁勋早年自信心的来源，并回忆起台积电创始人张忠谋曾提到的故事：黄仁勋在初次见面时就豪言要成为台积电最大客户，当时张忠谋认为这非常有魄力。对此，黄仁勋在采访中回应称，“顺便说一句，忠谋会很高兴知道英伟达现在是台积电最大的客户。”</p><p>这并非英伟达首次占据这一位置。在21世纪初，该公司曾是台积电的头号客户。然而，进入2010年代后，随着<a href=\"https://laohu8.com/S/INTC\">英特尔</a>错失与苹果的合作机会，台积电承接了iPhone和iPad处理器的制造订单。随着iPhone全球市场份额超越<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>，苹果在很长一段时间内稳居台积电第一大客户的宝座，直到此次被AI浪潮推升的英伟达反超。</p><h2 id=\"id_3426756819\">企业级支出的胜利</h2><p>英伟达重夺榜首反映了半导体终端市场的深刻变化。尽管苹果的智能手机、平板电脑以及Mac产品线凭借Apple Silicon芯片仍驱动着创纪录的销售额，但AI热潮带来的GPU需求呈现出完全不同的增长逻辑。</p><p><strong>企业客户愿意向英伟达支付数十亿美元以获取尽可能多的AI处理器，这种需求主要受算力竞赛驱动，价格敏感度极低。</strong>相比之下，消费电子领域的消费者存在明显的价格上限，一旦智能手机或笔记本电脑定价过高，用户便会转向其他品牌。</p><p>目前，科技公司正投入巨资收购成千上万个GPU来训练最先进的模型，只要企业认为增加算力能带来更多利润，英伟达就能在这一几乎被其垄断的市场上持续获得巨额收入。</p><h2 id=\"id_4262040862\">产能挤压与潜在风险</h2><p>这种需求的剧烈转变可能正在改变台积电的定价策略。据WCCFTech援引微博科技爆料账号Fixed Focus Digital的消息，由于AI需求挤压了其他半导体的产能，台积电正在提高对苹果芯片的收费。</p><p>此外，传言称苹果可能不再享有生产优先级。尽管这目前仅是市场猜测且相关合同信息通常保密，但这反映了供应链内部因AI需求爆发而产生的资源分配紧张。</p><p>值得注意的是，<strong>英伟达当前的成功与AI市场的炒作高度绑定。如果AI泡沫破裂，导致大量已<a href=\"https://laohu8.com/S/01630\">建成</a>的AI数据中心闲置且缺乏客户，需求将迅速回落。届时，业务模式更为稳健的苹果有望重新夺回台积电第一大客户的位置。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e32a0bb38413573e9e84c78941eb2232","relate_stocks":{"LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","SG9999002232.USD":"Allianz Global High Payout USD","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","SG9999002224.SGD":"Allianz Global High Payout SGD","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4543":"AI","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU0079474960.USD":"联博美国增长基金A","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU2211814178.USD":"ALLIANZ CLEAN PLANET \"AT\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","NVDA":"英伟达","BK4549":"软银资本持仓","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","BK4548":"巴美列捷福持仓","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0072462426.USD":"贝莱德全球配置 A2","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","BK4553":"喜马拉雅资本持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4585":"ETF&股票定投概念","LU0097036916.USD":"贝莱德美国增长A2 USD","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","BK4587":"ChatGPT概念","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","BK4559":"巴菲特持仓","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","BK4550":"红杉资本持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","BK4588":"碎股","LU0878004406.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) INC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU0882747503.HKD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (HKD) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4551":"寇图资本持仓","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","BK4529":"IDC概念","LU0109392836.USD":"富兰克林科技股A","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1861215975.USD":"贝莱德新一代科技基金 A2","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","BK4527":"明星科技股","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","BK4526":"热门中概股","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","BK4532":"文艺复兴科技持仓","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","BK4534":"瑞士信贷持仓","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU2092937221.SGD":"Blackrock Circular Economy A2 SGD-H","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU0823414478.USD":"法巴经典能源转换基金","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","BK4507":"流媒体概念","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","BK4501":"段永平概念","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4503":"景林资产持仓","LU1206712785.SGD":"Aviva Investors - Multi-Strategy Target Return Ah SGD","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","BK4505":"高瓴资本持仓","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1206713676.USD":"Aviva Investors - Multi-Strategy Target Return Ah USD","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU2041044095.USD":"Blackrock Circular Economy A2 USD","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2663582299.SGD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOL \"A2\" (SGDHDG) ACC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU1291159041.SGD":"CPR Invest - Global Silver Age A2 Acc SGD-H","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","LU1508157978.USD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOLUTE RETURN \"A\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","BK4512":"苹果概念","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4591":"室温超导概念","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","BK4592":"伊斯兰概念","BK4515":"5G概念","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0359201612.USD":"贝莱德中国基金A2","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","BK4170":"电脑硬件、储存设备及电脑周边","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4598":"佩洛西持仓","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4602":"量子计算概念","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","BK4605":"半导体精选","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","BK4608":"AI应用概念股","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","BK4571":"数字音乐概念","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","BK4576":"AR","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","BK4575":"芯片概念","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4612":"AI芯片","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","BK4614":"Manus概念股","BK4579":"人工智能","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","BK4574":"无人驾驶","BK4573":"虚拟现实","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4581":"高盛持仓","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","BK4141":"半导体产品","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU2063271972.USD":"富兰克林创新领域基金","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU0557290698.USD":"施罗德环球可持续增长基金","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4567":"ESG概念","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0080751232.USD":"富达环球多元动力基金A","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","BK4566":"资本集团","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1548497426.USD":"安联环球人工智能AT Acc","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC"},"source_url":"https://wallstreetcn.com/articles/3763928","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2605046989","content_text":"人工智能正重塑半导体供应链。英伟达已因AI处理器需求激增，取代苹果成为台积电最大客户。同时，市场传言台积电可能因此对苹果提价并调整产能优先级。人工智能浪潮正在重塑全球半导体供应链的版图。英伟达首席执行官黄仁勋近日透露，得益于对AI处理器的爆炸性需求，公司已取代苹果，成为台积电当前最大的客户。这一消息来自黄仁勋近期接受全球半导体联盟首席执行官Jodi Shelton采访时的表态。他在一档播客节目中提及，回顾当年对台积电创始人张忠谋许下的承诺，英伟达目前已确立了其作为台积电最大收入来源的地位，结束了苹果长期占据这一榜首的历史。此次排位更迭凸显了企业级AI资本支出对上游晶圆代工产能的强劲拉动作用。虽然苹果依靠iPhone和Mac等消费电子产品维持高销量，但企业客户为获取AI算力不惜投入巨资抢购GPU，这种企业级市场对价格极不敏感的需求模式正在压倒消费电子市场的传统订单规模，推动英伟达营收飙升。随着产能向AI芯片倾斜，市场传言台积电可能正对苹果提价。据媒体报道，由于AI需求挤压了其他半导体的生产空间，苹果不仅面临成本上升的压力，其在台积电的生产优先级也可能受到挑战，这表明供应链的话语权正随着终端需求的变化而转移。重回榜首在“A Bit Personal with Jodi Shelton”播客的首期节目中，Shelton询问黄仁勋早年自信心的来源，并回忆起台积电创始人张忠谋曾提到的故事：黄仁勋在初次见面时就豪言要成为台积电最大客户，当时张忠谋认为这非常有魄力。对此，黄仁勋在采访中回应称，“顺便说一句，忠谋会很高兴知道英伟达现在是台积电最大的客户。”这并非英伟达首次占据这一位置。在21世纪初，该公司曾是台积电的头号客户。然而，进入2010年代后，随着英特尔错失与苹果的合作机会，台积电承接了iPhone和iPad处理器的制造订单。随着iPhone全球市场份额超越三星，苹果在很长一段时间内稳居台积电第一大客户的宝座，直到此次被AI浪潮推升的英伟达反超。企业级支出的胜利英伟达重夺榜首反映了半导体终端市场的深刻变化。尽管苹果的智能手机、平板电脑以及Mac产品线凭借Apple Silicon芯片仍驱动着创纪录的销售额，但AI热潮带来的GPU需求呈现出完全不同的增长逻辑。企业客户愿意向英伟达支付数十亿美元以获取尽可能多的AI处理器，这种需求主要受算力竞赛驱动，价格敏感度极低。相比之下，消费电子领域的消费者存在明显的价格上限，一旦智能手机或笔记本电脑定价过高，用户便会转向其他品牌。目前，科技公司正投入巨资收购成千上万个GPU来训练最先进的模型，只要企业认为增加算力能带来更多利润，英伟达就能在这一几乎被其垄断的市场上持续获得巨额收入。产能挤压与潜在风险这种需求的剧烈转变可能正在改变台积电的定价策略。据WCCFTech援引微博科技爆料账号Fixed Focus Digital的消息，由于AI需求挤压了其他半导体的产能，台积电正在提高对苹果芯片的收费。此外，传言称苹果可能不再享有生产优先级。尽管这目前仅是市场猜测且相关合同信息通常保密，但这反映了供应链内部因AI需求爆发而产生的资源分配紧张。值得注意的是，英伟达当前的成功与AI市场的炒作高度绑定。如果AI泡沫破裂，导致大量已建成的AI数据中心闲置且缺乏客户，需求将迅速回落。届时，业务模式更为稳健的苹果有望重新夺回台积电第一大客户的位置。","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524240384881152,"gmtCreate":1769014971742,"gmtModify":1769014974381,"author":{"id":"3534852337132943","authorId":"3534852337132943","name":"元加涨","avatar":"https://static.tigerbbs.com/e07c6911d30b641d53851ff22e8a8740","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3534852337132943","authorIdStr":"3534852337132943"},"themes":[],"title":"","htmlText":"泡沫呢","listText":"泡沫呢","text":"泡沫呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524240384881152","repostId":"1148161366","repostType":2,"repost":{"id":"1148161366","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1769008468,"share":"https://www.laohu8.com/m/news/1148161366?lang=zh_CN&edition=full","pubTime":"2026-01-21 23:14","market":"nz","language":"zh","title":"异动解读 | 美光科技盘中大涨5.01%，AI需求与内存短缺推动股价飙升","url":"https://stock-news.laohu8.com/highlight/detail?id=1148161366","media":"异动解读","summary":"美光科技（MU）今日盘中大涨5.01%，成为市场焦点。这一显著涨幅反映了投资者对公司在AI和高性能存储领域的强劲信心。消息面上，美光科技在AI驱动的存储革命中占据领先地位，其HBM4高带宽内存产品已开始送样核心客户，并与英伟达等AI巨头建立深度合作。同时，全球内存芯片短缺持续加剧，尤其是AI基础设施对高端存储的需求激增，进一步推高了美光产品的市场价值。此外，存储概念股今日普遍走强，行业整体表现强劲也为美光科技的股价提供了支撑。分析师指出，随着AI服务器和数据中心对内存需求的爆炸式增长，美光科技作为全球存储巨头将持续受益于这一结构性趋势。","content":"<p>美光科技（MU）今日盘中大涨5.01%，成为市场焦点。这一显著涨幅反映了投资者对公司在AI和高性能存储领域的强劲信心。</p><p>消息面上，美光科技在AI驱动的存储革命中占据领先地位，其HBM4高带宽内存产品已开始送样核心客户，并与英伟达等AI巨头建立深度合作。同时，全球内存芯片短缺持续加剧，尤其是AI基础设施对高端存储的需求激增，进一步推高了美光产品的市场价值。</p><p>此外，存储概念股今日普遍走强，行业整体表现强劲也为美光科技的股价提供了支撑。分析师指出，随着AI服务器和数据中心对内存需求的爆炸式增长，美光科技作为全球存储巨头将持续受益于这一结构性趋势。</p>","source":"ai_movement_cn","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>异动解读 | 美光科技盘中大涨5.01%，AI需求与内存短缺推动股价飙升</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异动解读 | 美光科技盘中大涨5.01%，AI需求与内存短缺推动股价飙升\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2026-01-21 23:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美光科技（MU）今日盘中大涨5.01%，成为市场焦点。这一显著涨幅反映了投资者对公司在AI和高性能存储领域的强劲信心。</p><p>消息面上，美光科技在AI驱动的存储革命中占据领先地位，其HBM4高带宽内存产品已开始送样核心客户，并与英伟达等AI巨头建立深度合作。同时，全球内存芯片短缺持续加剧，尤其是AI基础设施对高端存储的需求激增，进一步推高了美光产品的市场价值。</p><p>此外，存储概念股今日普遍走强，行业整体表现强劲也为美光科技的股价提供了支撑。分析师指出，随着AI服务器和数据中心对内存需求的爆炸式增长，美光科技作为全球存储巨头将持续受益于这一结构性趋势。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148161366","content_text":"美光科技（MU）今日盘中大涨5.01%，成为市场焦点。这一显著涨幅反映了投资者对公司在AI和高性能存储领域的强劲信心。消息面上，美光科技在AI驱动的存储革命中占据领先地位，其HBM4高带宽内存产品已开始送样核心客户，并与英伟达等AI巨头建立深度合作。同时，全球内存芯片短缺持续加剧，尤其是AI基础设施对高端存储的需求激增，进一步推高了美光产品的市场价值。此外，存储概念股今日普遍走强，行业整体表现强劲也为美光科技的股价提供了支撑。分析师指出，随着AI服务器和数据中心对内存需求的爆炸式增长，美光科技作为全球存储巨头将持续受益于这一结构性趋势。","news_type":1,"symbols_score_info":{"MU":1}},"isVote":1,"tweetType":1,"viewCount":1154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523870068057160,"gmtCreate":1768924630589,"gmtModify":1768924632015,"author":{"id":"3534852337132943","authorId":"3534852337132943","name":"元加涨","avatar":"https://static.tigerbbs.com/e07c6911d30b641d53851ff22e8a8740","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3534852337132943","authorIdStr":"3534852337132943"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a> 这个已经严重失真了","listText":"<a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a> 这个已经严重失真了","text":"$三倍做空半导体ETF-Direxion Daily(SOXS)$ 这个已经严重失真了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/523870068057160","isVote":1,"tweetType":1,"viewCount":2014,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4199758949217192","authorId":"4199758949217192","name":"都是夜归","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"4199758949217192","authorIdStr":"4199758949217192"},"content":"美股暴涨，他暴跌，美股暴跌。他不涨，昨天半导体跌三个多点，他涨三个点，半导体不涨了，他又暴跌","text":"美股暴涨，他暴跌，美股暴跌。他不涨，昨天半导体跌三个多点，他涨三个点，半导体不涨了，他又暴跌","html":"美股暴涨，他暴跌，美股暴跌。他不涨，昨天半导体跌三个多点，他涨三个点，半导体不涨了，他又暴跌"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521352853233736,"gmtCreate":1768323312331,"gmtModify":1768323314063,"author":{"id":"3534852337132943","authorId":"3534852337132943","name":"元加涨","avatar":"https://static.tigerbbs.com/e07c6911d30b641d53851ff22e8a8740","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3534852337132943","authorIdStr":"3534852337132943"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a> 我想看看它最低能到哪里","listText":"<a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a> 我想看看它最低能到哪里","text":"$三倍做空半导体ETF-Direxion Daily(SOXS)$ 我想看看它最低能到哪里","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521352853233736","isVote":1,"tweetType":1,"viewCount":2806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506651033276664,"gmtCreate":1764670389637,"gmtModify":1764670391792,"author":{"id":"3534852337132943","authorId":"3534852337132943","name":"元加涨","avatar":"https://static.tigerbbs.com/e07c6911d30b641d53851ff22e8a8740","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3534852337132943","authorIdStr":"3534852337132943"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a> 我真服了 美股跌 你还是跌 美股涨 你暴跌","listText":"<a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a> 我真服了 美股跌 你还是跌 美股涨 你暴跌","text":"$三倍做空半导体ETF-Direxion Daily(SOXS)$ 我真服了 美股跌 你还是跌 美股涨 你暴跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/506651033276664","isVote":1,"tweetType":1,"viewCount":3241,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3488157225015119","authorId":"3488157225015119","name":"warmchen","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"idStr":"3488157225015119","authorIdStr":"3488157225015119"},"content":"我也是疑问，为啥跟成分股涨跌幅度好像不同步？","text":"我也是疑问，为啥跟成分股涨跌幅度好像不同步？","html":"我也是疑问，为啥跟成分股涨跌幅度好像不同步？"},{"author":{"id":"3488157225015119","authorId":"3488157225015119","name":"warmchen","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"idStr":"3488157225015119","authorIdStr":"3488157225015119"},"content":"为啥跟半导体股票涨跌不同步？","text":"为啥跟半导体股票涨跌不同步？","html":"为啥跟半导体股票涨跌不同步？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504006840562520,"gmtCreate":1764082900722,"gmtModify":1764082902498,"author":{"id":"3534852337132943","authorId":"3534852337132943","name":"元加涨","avatar":"https://static.tigerbbs.com/e07c6911d30b641d53851ff22e8a8740","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3534852337132943","authorIdStr":"3534852337132943"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$&nbsp;</a><v-v data-views=\"0\"></v-v> 绝对会崩","listText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$&nbsp;</a><v-v data-views=\"0\"></v-v> 绝对会崩","text":"$标普500(.SPX)$ 绝对会崩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504006840562520","isVote":1,"tweetType":1,"viewCount":1366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445773896757592,"gmtCreate":1749836986258,"gmtModify":1749836987325,"author":{"id":"3534852337132943","authorId":"3534852337132943","name":"元加涨","avatar":"https://static.tigerbbs.com/e07c6911d30b641d53851ff22e8a8740","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3534852337132943","authorIdStr":"3534852337132943"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INLF\">$因立夫(INLF)$</a> 哪些**在卖","listText":"<a href=\"https://laohu8.com/S/INLF\">$因立夫(INLF)$</a> 哪些**在卖","text":"$因立夫(INLF)$ 哪些**在卖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/445773896757592","isVote":1,"tweetType":1,"viewCount":2966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445757740348208,"gmtCreate":1749833634921,"gmtModify":1749833635902,"author":{"id":"3534852337132943","authorId":"3534852337132943","name":"元加涨","avatar":"https://static.tigerbbs.com/e07c6911d30b641d53851ff22e8a8740","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3534852337132943","authorIdStr":"3534852337132943"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INLF\">$因立夫(INLF)$</a> 佩服这家公司 毫无动静","listText":"<a href=\"https://laohu8.com/S/INLF\">$因立夫(INLF)$</a> 佩服这家公司 毫无动静","text":"$因立夫(INLF)$ 佩服这家公司 毫无动静","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/445757740348208","isVote":1,"tweetType":1,"viewCount":3616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444949888930648,"gmtCreate":1749651933924,"gmtModify":1749651935205,"author":{"id":"3534852337132943","authorId":"3534852337132943","name":"元加涨","avatar":"https://static.tigerbbs.com/e07c6911d30b641d53851ff22e8a8740","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3534852337132943","authorIdStr":"3534852337132943"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INLF\">$因立夫(INLF)$</a> 看你能跌到多少","listText":"<a href=\"https://laohu8.com/S/INLF\">$因立夫(INLF)$</a> 看你能跌到多少","text":"$因立夫(INLF)$ 看你能跌到多少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444949888930648","isVote":1,"tweetType":1,"viewCount":3058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439564845241200,"gmtCreate":1748344033933,"gmtModify":1748344035336,"author":{"id":"3534852337132943","authorId":"3534852337132943","name":"元加涨","avatar":"https://static.tigerbbs.com/e07c6911d30b641d53851ff22e8a8740","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3534852337132943","authorIdStr":"3534852337132943"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INLF\">$因立夫(INLF)$</a> 财报什么时候出","listText":"<a href=\"https://laohu8.com/S/INLF\">$因立夫(INLF)$</a> 财报什么时候出","text":"$因立夫(INLF)$ 财报什么时候出","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439564845241200","isVote":1,"tweetType":1,"viewCount":1884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429716925972496,"gmtCreate":1745933562495,"gmtModify":1745933564143,"author":{"id":"3534852337132943","authorId":"3534852337132943","name":"元加涨","avatar":"https://static.tigerbbs.com/e07c6911d30b641d53851ff22e8a8740","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3534852337132943","authorIdStr":"3534852337132943"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INLF\">$因立夫(INLF)$</a> 有意思呀 整天趴着","listText":"<a href=\"https://laohu8.com/S/INLF\">$因立夫(INLF)$</a> 有意思呀 整天趴着","text":"$因立夫(INLF)$ 有意思呀 整天趴着","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429716925972496","isVote":1,"tweetType":1,"viewCount":1659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":428022782288552,"gmtCreate":1745518279203,"gmtModify":1745518281872,"author":{"id":"3534852337132943","authorId":"3534852337132943","name":"元加涨","avatar":"https://static.tigerbbs.com/e07c6911d30b641d53851ff22e8a8740","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3534852337132943","authorIdStr":"3534852337132943"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INLF\">$因立夫(INLF)$</a> 我陪你到底","listText":"<a href=\"https://laohu8.com/S/INLF\">$因立夫(INLF)$</a> 我陪你到底","text":"$因立夫(INLF)$ 我陪你到底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428022782288552","isVote":1,"tweetType":1,"viewCount":1877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425250825446256,"gmtCreate":1744830645928,"gmtModify":1744830647261,"author":{"id":"3534852337132943","authorId":"3534852337132943","name":"元加涨","avatar":"https://static.tigerbbs.com/e07c6911d30b641d53851ff22e8a8740","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3534852337132943","authorIdStr":"3534852337132943"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INLF\">$因立夫(INLF)$</a> 你还有底吗","listText":"<a href=\"https://laohu8.com/S/INLF\">$因立夫(INLF)$</a> 你还有底吗","text":"$因立夫(INLF)$ 你还有底吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425250825446256","isVote":1,"tweetType":1,"viewCount":1842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":422258244211192,"gmtCreate":1744119854019,"gmtModify":1744119855563,"author":{"id":"3534852337132943","authorId":"3534852337132943","name":"元加涨","avatar":"https://static.tigerbbs.com/e07c6911d30b641d53851ff22e8a8740","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3534852337132943","authorIdStr":"3534852337132943"},"themes":[],"title":"","htmlText":"超过 34% 都一样 没法玩","listText":"超过 34% 都一样 没法玩","text":"超过 34% 都一样 没法玩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422258244211192","isVote":1,"tweetType":1,"viewCount":1323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":395061868077632,"gmtCreate":1737460734908,"gmtModify":1737460736446,"author":{"id":"3534852337132943","authorId":"3534852337132943","name":"元加涨","avatar":"https://static.tigerbbs.com/e07c6911d30b641d53851ff22e8a8740","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3534852337132943","idStr":"3534852337132943"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$&nbsp;</a> 洗盘而已","listText":"<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$&nbsp;</a> 洗盘而已","text":"$特朗普媒体科技集团(DJT)$ 洗盘而已","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/395061868077632","isVote":1,"tweetType":1,"viewCount":2020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":414903430386040,"gmtCreate":1742313928882,"gmtModify":1742313930285,"author":{"id":"3534852337132943","authorId":"3534852337132943","name":"元加涨","avatar":"https://static.tigerbbs.com/e07c6911d30b641d53851ff22e8a8740","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3534852337132943","idStr":"3534852337132943"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INLF\">$因立夫(INLF)$</a> 这股票明显被打压，中概股涨这么好 它还跌这么多 无所谓了放着搏一搏","listText":"<a href=\"https://laohu8.com/S/INLF\">$因立夫(INLF)$</a> 这股票明显被打压，中概股涨这么好 它还跌这么多 无所谓了放着搏一搏","text":"$因立夫(INLF)$ 这股票明显被打压，中概股涨这么好 它还跌这么多 无所谓了放着搏一搏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/414903430386040","isVote":1,"tweetType":1,"viewCount":2217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559135932698704,"gmtCreate":1777539484729,"gmtModify":1777540999079,"author":{"id":"3534852337132943","authorId":"3534852337132943","name":"元加涨","avatar":"https://static.tigerbbs.com/e07c6911d30b641d53851ff22e8a8740","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3534852337132943","idStr":"3534852337132943"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a> 你能不能直接弄死我？非要这样钝刀子割肉？","listText":"<a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a> 你能不能直接弄死我？非要这样钝刀子割肉？","text":"$三倍做空半导体ETF-Direxion Daily(SOXS)$ 你能不能直接弄死我？非要这样钝刀子割肉？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/559135932698704","isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4220651337528570","authorId":"4220651337528570","name":"剑在闲上","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4220651337528570","idStr":"4220651337528570"},"content":"快跑吧，这玩意最多拿5天，有杠杆磨损","text":"快跑吧，这玩意最多拿5天，有杠杆磨损","html":"快跑吧，这玩意最多拿5天，有杠杆磨损"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445757740348208,"gmtCreate":1749833634921,"gmtModify":1749833635902,"author":{"id":"3534852337132943","authorId":"3534852337132943","name":"元加涨","avatar":"https://static.tigerbbs.com/e07c6911d30b641d53851ff22e8a8740","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3534852337132943","idStr":"3534852337132943"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INLF\">$因立夫(INLF)$</a> 佩服这家公司 毫无动静","listText":"<a href=\"https://laohu8.com/S/INLF\">$因立夫(INLF)$</a> 佩服这家公司 毫无动静","text":"$因立夫(INLF)$ 佩服这家公司 毫无动静","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/445757740348208","isVote":1,"tweetType":1,"viewCount":3616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397916413075832,"gmtCreate":1738170210283,"gmtModify":1738170211712,"author":{"id":"3534852337132943","authorId":"3534852337132943","name":"元加涨","avatar":"https://static.tigerbbs.com/e07c6911d30b641d53851ff22e8a8740","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3534852337132943","idStr":"3534852337132943"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/KRKR\">$36氪(KRKR)$</a> 我想知道为什么","listText":"<a href=\"https://laohu8.com/S/KRKR\">$36氪(KRKR)$</a> 我想知道为什么","text":"$36氪(KRKR)$ 我想知道为什么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/397916413075832","isVote":1,"tweetType":1,"viewCount":1898,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493292180918671","authorId":"3493292180918671","name":"美豹小弟","avatar":"https://static.tigerbbs.com/88aafadc5cf3187039504d6541cb753b","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3493292180918671","idStr":"3493292180918671"},"content":"鬼知道，还好我晚上没睡觉看了眼，不然都没跑出去[笑哭][笑哭][笑哭]","text":"鬼知道，还好我晚上没睡觉看了眼，不然都没跑出去[笑哭][笑哭][笑哭]","html":"鬼知道，还好我晚上没睡觉看了眼，不然都没跑出去[笑哭][笑哭][笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551167922148232,"gmtCreate":1775584316145,"gmtModify":1775584318182,"author":{"id":"3534852337132943","authorId":"3534852337132943","name":"元加涨","avatar":"https://static.tigerbbs.com/e07c6911d30b641d53851ff22e8a8740","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3534852337132943","idStr":"3534852337132943"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INLF\">$因立夫(INLF)$</a> 到底谁在卖","listText":"<a href=\"https://laohu8.com/S/INLF\">$因立夫(INLF)$</a> 到底谁在卖","text":"$因立夫(INLF)$ 到底谁在卖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551167922148232","isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876989574,"gmtCreate":1637249010791,"gmtModify":1637249010791,"author":{"id":"3534852337132943","authorId":"3534852337132943","name":"元加涨","avatar":"https://static.tigerbbs.com/e07c6911d30b641d53851ff22e8a8740","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3534852337132943","idStr":"3534852337132943"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/YQ\">$一起教育科技(YQ)$</a>我就看你能跌到什么时候，你要退市我陪你，大不了一起被教育","listText":"<a href=\"https://laohu8.com/S/YQ\">$一起教育科技(YQ)$</a>我就看你能跌到什么时候，你要退市我陪你，大不了一起被教育","text":"$一起教育科技(YQ)$我就看你能跌到什么时候，你要退市我陪你，大不了一起被教育","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/876989574","isVote":1,"tweetType":1,"viewCount":3336,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3491363360254724","authorId":"3491363360254724","name":"这个股民有点懒","avatar":"https://static.tigerbbs.com/8c93ab309381c61c15c97f2a839926d0","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3491363360254724","idStr":"3491363360254724"},"content":"把持仓拿出来","text":"把持仓拿出来","html":"把持仓拿出来"},{"author":{"id":"3556223833274629","authorId":"3556223833274629","name":"老山古","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3556223833274629","idStr":"3556223833274629"},"content":"到了1元以下再合股，再跌再合。直到把韭菜根割完为止。","text":"到了1元以下再合股，再跌再合。直到把韭菜根割完为止。","html":"到了1元以下再合股，再跌再合。直到把韭菜根割完为止。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635884658,"gmtCreate":1646927285136,"gmtModify":1646927285136,"author":{"id":"3534852337132943","authorId":"3534852337132943","name":"元加涨","avatar":"https://static.tigerbbs.com/e07c6911d30b641d53851ff22e8a8740","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3534852337132943","idStr":"3534852337132943"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/YQ\">$一起教育科技(YQ)$</a>有望回到发行价了，拿住","listText":"<a href=\"https://laohu8.com/S/YQ\">$一起教育科技(YQ)$</a>有望回到发行价了，拿住","text":"$一起教育科技(YQ)$有望回到发行价了，拿住","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/635884658","isVote":1,"tweetType":1,"viewCount":2097,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566897710690673","authorId":"3566897710690673","name":"飞浪集团公司董事长","avatar":"https://static.tigerbbs.com/18c95703edf052e76ffa0aaf6e7f25e4","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3566897710690673","idStr":"3566897710690673"},"content":"离发行价还远呢","text":"离发行价还远呢","html":"离发行价还远呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":839834565,"gmtCreate":1629137305657,"gmtModify":1629137305657,"author":{"id":"3534852337132943","authorId":"3534852337132943","name":"元加涨","avatar":"https://static.tigerbbs.com/e07c6911d30b641d53851ff22e8a8740","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3534852337132943","idStr":"3534852337132943"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>这公司为什么值那么多钱？看不懂，市值十亿美金都觉得多","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>这公司为什么值那么多钱？看不懂，市值十亿美金都觉得多","text":"$哔哩哔哩(BILI)$这公司为什么值那么多钱？看不懂，市值十亿美金都觉得多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/839834565","isVote":1,"tweetType":1,"viewCount":6019,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571296149644502","authorId":"3571296149644502","name":"not musk","avatar":"https://static.tigerbbs.com/33878aa20c67c5e770d53bd12b6949c7","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"3571296149644502","idStr":"3571296149644502"},"content":"你太极端了吧，b站怎么说也算是二线巨头互联网企业了","text":"你太极端了吧，b站怎么说也算是二线巨头互联网企业了","html":"你太极端了吧，b站怎么说也算是二线巨头互联网企业了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355126745985152,"gmtCreate":1727710414042,"gmtModify":1727710415391,"author":{"id":"3534852337132943","authorId":"3534852337132943","name":"元加涨","avatar":"https://static.tigerbbs.com/e07c6911d30b641d53851ff22e8a8740","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3534852337132943","idStr":"3534852337132943"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$&nbsp;</a> 太假了 抹杀了今天 200 多点的增长 太**","listText":"<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$&nbsp;</a> 太假了 抹杀了今天 200 多点的增长 太**","text":"$三倍做多富时中国ETF-Direxion(YINN)$ 太假了 抹杀了今天 200 多点的增长 太**","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/355126745985152","isVote":1,"tweetType":1,"viewCount":7138,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557230173431029","authorId":"3557230173431029","name":"0噼噼啪啪破破","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3557230173431029","idStr":"3557230173431029"},"content":"唇笔 你以为这是看今天的结果 那不是太好买了 看的明天 港股期货已经开始崩了 坐等崩崩崩","text":"唇笔 你以为这是看今天的结果 那不是太好买了 看的明天 港股期货已经开始崩了 坐等崩崩崩","html":"唇笔 你以为这是看今天的结果 那不是太好买了 看的明天 港股期货已经开始崩了 坐等崩崩崩"},{"author":{"id":"3465173740914335","authorId":"3465173740914335","name":"RankShare","avatar":"https://static.tigerbbs.com/eac6cc67aa5920c88f533799fbe84413","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3465173740914335","idStr":"3465173740914335"},"content":"哎，周四买进去的，跟屎一样，少赚30%","text":"哎，周四买进去的，跟屎一样，少赚30%","html":"哎，周四买进去的，跟屎一样，少赚30%"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}