金先生007的个人主页 - 老虎社区

金先生007

金先生007

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IP属地：海外

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07-02 05:02

$美光科技(MU)$ 撤了撤了，内部人士疯狂坚持

06-28

新闻编的真清新脱俗啊，跟特斯拉似的配件本土化说的跟不用老美自己的部件似的

外媒：苹果寻求获准从长鑫存储购买内存芯片

06-26

$美光科技(MU)$ 只能高喊牛逼

06-25

$Faraday Future Intelligent Electric Inc(FFAI)$ 买这个的都是为了博一下那x10 x20的[笑哭]

05-29

让那谁也吹吹，看行不行[得意]

从英特尔、美光、到戴尔！“白宫股神”名不虚传，“先买再吹”屡试不爽

05-20

$英特尔(INTC)$ 怎么连美光都涨不过啊

05-19

$Faraday Future Intelligent Electric Inc(FFAI)$ 听说又要合股了？[开心]

05-11

yt jia是那骗子吗

Faraday Future任命Yt Jia为全球唯一CEO，Jerry Wang出任全球执行董事长；公司将于下周宣布升级转型举措，开启作为实体AI企业的新增长篇章

05-08

$美光科技(MU)$ 要不要这么离谱……

05-05

$美光科技(MU)$ 这是肿么了，这么嚣张

04-28

怎么敢的[笑哭]

D.A. Davidson首予美光科技目标价1000美元

04-24

$美国超微公司(AMD)$ 占了英特尔的光了

04-15

$超微电脑(SMCI)$ 跌多少都得长回去

04-14

它们怎么敢的

Arete Research Adjusts Micron Technology PT to $852 From $562, Maintains Buy Rating<blockquote>Arete Research将美光科技PT从562美元调整至852美元，维持买入评级</blockquote>

04-13

$Faraday Future Intelligent Electric Inc(FFAI)$ 这要搁以前没骗那么多回的时候，盘前涨14% 大概率收盘都得30%+ .散户兄弟们这两年被坑惨了都没人跟了

04-10

$超微电脑(SMCI)$ 又要崛起了

04-09

$闪迪(SNDK)$ 三迪大概率飙升然后拆股，然后在飙

04-07

骗了多少年了，不好使了

Faraday Future Eyes Massive 'Capital Light' Robotics Opportunity As President Jerry Wang Touts EV Startup's 'First Mover' Advantage<blockquote>法拉第未来总裁王杰里吹捧电动汽车初创公司的“先发”优势，着眼于巨大的“资本之光”机器人机遇</blockquote>

03-29

完

Super Micro Computer Sold Servers With Restricted AI Chips to Military-Linked Chinese Universities, Reuters Reports<blockquote>据路透社报道，超微计算机向与军方有联系的中国大学出售了装有受限人工智能芯片的服务器</blockquote>

03-23

$美光科技(MU)$ 通通山顶站

去老虎APP查看更多动态

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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外媒：苹果寻求获准从长鑫存储购买内存芯片\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-27 14:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2026-06-27/doc-inievreq0089421.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据英国《金融时报》27日报道，六位知情人士透露，为缓解内存芯片涨价带来的成本压力，苹果公司正向美国政府游说，希望获批采购中国半导体企业长鑫存储（CXMT）的内存芯片。本周四苹果罕见上调MacBook与iPad售价，公司市值单日蒸发2630亿美元，创下史上第二大单日跌幅。苹果将涨价归咎于“难以承受”的内存价格，并表示会把成本转嫁给消费者，此前多家消费电子厂商已采取同类调价措施。若能将长鑫存储纳入内存...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2026-06-27/doc-inievreq0089421.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c8bf4565bc4c9ea6e0ff587a10365663","relate_stocks":{"BK4575":"芯片概念","LU2462591277.SGD":"TRP GLOBAL FOCUSED GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU2954938101.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A8P\" (SGD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) 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x20的[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/579060211429440","isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":569510901514984,"gmtCreate":1780044959332,"gmtModify":1780046874246,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547636263291151","authorIdStr":"3547636263291151"},"themes":[],"title":"","htmlText":"让那谁也吹吹，看行不行[得意]&nbsp;&nbsp;","listText":"让那谁也吹吹，看行不行[得意]&nbsp;&nbsp;","text":"让那谁也吹吹，看行不行[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569510901514984","repostId":"2639645450","repostType":2,"repost":{"id":"2639645450","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":1780027320,"share":"https://www.laohu8.com/m/news/2639645450?lang=zh_CN&edition=full","pubTime":"2026-05-29 12:02","market":"nz","language":"zh","title":"从英特尔、美光、到戴尔！“白宫股神”名不虚传，“先买再吹”屡试不爽","url":"https://stock-news.laohu8.com/highlight/detail?id=2639645450","media":"华尔街见闻","summary":"英特尔涨200%、美光市值破万亿、戴尔盘后暴涨38%，每一次都与总统持仓或公开表态高度吻合。一季度3711笔交易背后，625笔\"非主动委托\"的时间线丝滑得令人玩味：先买后夸，屡试不爽。市场已开始竞猜下一个被点名的幸运儿。","content":"<html><head></head><body><blockquote><p>英特尔涨200%、美光市值破万亿、戴尔盘后暴涨38%，每一次都与总统持仓或公开表态高度吻合。一季度3711笔交易背后，625笔&#34;非主动委托&#34;的时间线丝滑得令人玩味：先买后夸，屡试不爽。市场已开始竞猜下一个被点名的幸运儿。</p></blockquote><p style=\"text-align: justify;\">华尔街过去一年最省心的交易策略，可能不是AI、不是降息，而是四个字：跟着特朗普。</p><p style=\"text-align: justify;\">社交平台上，投资账号TheAIInvestor把它总结得很朴素：过去一年表现最好的策略之一，就是“跟随特朗普交易”。翻译成更接地气的版本，大概是：别看财报，先看白宫今天夸了谁。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ed52ef56735a4878e5e1498b39b6bba\" tg-width=\"587\" tg-height=\"161\"/></p><p style=\"text-align: justify;\">如果再进一步简化，那就是一条产业链：先出现在持仓里，再出现在嘴边，最后出现在K线图上。</p><p style=\"text-align: justify;\">英特尔、美光、戴尔，最近轮番大涨。一个靠政府股权投资估值重估，一个被总统称作“很棒”，一个干脆被点名“去买一台戴尔，它们很棒”。</p><h2 id=\"id_4222624980\">剧本很简单，但每次都有人买单</h2><p style=\"text-align: justify;\">戴尔是“总统带货”的标准样板，美光就是“先买后夸”的加速版。</p><p style=\"text-align: justify;\">2月10日，特朗普买入100万至500万美元戴尔股票。</p><p style=\"text-align: justify;\">9天后，他站在佐治亚州的演讲台上，语重心长地告诉台下的听众：</p><blockquote><p style=\"text-align: justify;\">去买台戴尔电脑，它们很棒。</p></blockquote><p style=\"text-align: justify;\">随后他又在白宫YouTube频道的视频里，专门夸了一遍戴尔家族，顺便提了句&#34;他们投入了大量资金&#34;——言下之意，这支股票，你懂的。</p><p style=\"text-align: justify;\">戴尔隔夜盘后暴涨38%，直至历史新高，在此之前已经一路走高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0671fc90c958539a949cf963c206e3c4\" tg-width=\"611\" tg-height=\"413\"/></p><p style=\"text-align: justify;\">当然，戴尔股价上涨不全靠嘴。AI基础设施需求是真的，企业端服务器和数据中心开支也是真的。Mizuho分析师VijayRakesh维持戴尔“跑赢大盘”评级，并把目标价从215美元上调至260美元，理由就是AI基础设施需求扩大。</p><p style=\"text-align: justify;\">美光的剧情更有时间颗粒度。3月25日，特朗普买入5万至10万美元美光股票。</p><p style=\"text-align: justify;\">次日，他致电福克斯新闻节目《TheFive》，话风突然变得热烈：</p><blockquote><p style=\"text-align: justify;\">我刚见了美光的负责人，这是最炙手可热的公司之一。</p></blockquote><p style=\"text-align: justify;\">到了5月22日，他又补了一句：美光&#34;很棒&#34;。</p><p style=\"text-align: justify;\">四天后，美光市值首次突破1万亿美元。瑞银顺势把目标价从535美元上调至1625美元，涨幅超过200%。美光涨的产业逻辑是，AI服务器对高带宽内存的需求，数据中心资本开支的扩张，存储行业供需改善。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0864dc6f4b623ed0e6b3022710d08ed5\" tg-width=\"626\" tg-height=\"421\"/></p><p style=\"text-align: justify;\">这套剧本，苹果、ThermoFisher，都照着演了一遍。</p><h2 id=\"id_4101421809\">英特尔：嘴炮不够，财政来凑</h2><p style=\"text-align: justify;\">戴尔和美光更像个人持仓与公开表态的交叉，英特尔则是更高级的版本：不止总统点名，政策资金也亲自入场。</p><p style=\"text-align: justify;\">材料显示，美国政府股权投资推动英特尔今年上涨约200%。白宫5月18日称，这笔以89亿美元取得的政府持股，价值已经超过500亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cc48065657c30b254196986024a504f\" tg-width=\"614\" tg-height=\"420\"/></p><p style=\"text-align: justify;\">换句话说，英特尔不是简单的“被夸上涨”，而是被政策、产业安全和国家资本一起抬进了聚光灯。</p><p style=\"text-align: justify;\">英特尔这个案例的意义在于，它把所谓“特朗普交易”从个人投资组合，扩展成了政策资本市场。</p><p style=\"text-align: justify;\"><strong>投资者要看的不只是特朗普买了什么、夸了什么，还要看政府准备投什么、救什么、扶什么。</strong></p><p style=\"text-align: justify;\">这就让交易变得很有新时代特色：一边读财报，一边读总统讲话；一边看订单，一边看财政部动作；一边盯K线，一边刷TruthSocial。</p><h2 id=\"id_2328512283\">3711笔交易：机器扫货，还是股神开盘？</h2><p style=\"text-align: justify;\">真正让这件事变得热闹的，是OGE在5月14日公开的财务披露文件。</p><p style=\"text-align: justify;\">文件显示，特朗普在2026年一季度进行了3711笔证券交易，交易规模介于2.2亿至7.5亿美元之间。</p><p style=\"text-align: justify;\"><strong>3711笔，一个季度，平均每个交易日超过60笔。</strong></p><p style=\"text-align: justify;\">如果你以为这是一位日理万机的国家领导人，在椭圆形办公室一边处理中东局势一边看K线，那你可能对&#34;直接指数化&#34;这个词还不太熟悉。</p><p style=\"text-align: justify;\">投资平台Vise联合创始人SamirVasavada指出，披露文件中的个股与罗素3000指数成分股重合度约90%，这是典型的&#34;直接指数化&#34;策略特征——不买指数基金，而是直接持有成分股，再通过系统化交易进行税务亏损收割。</p><p style=\"text-align: justify;\">逻辑是这样的：股票跌了，系统自动卖出锁定亏损，再买入同行业类似股票，账面上产生可以抵税的已实现亏损，整体仓位基本不变，但交易笔数会被系统性地放大。</p><p style=\"text-align: justify;\">3月23日是披露中第二繁忙的交易日，恰逢标普500、400、600及100指数成分股同日调整，富时罗素基准也有新股纳入。2月12日和3月18日，标普500跌幅均超过1%，系统分别触发了155笔和124笔卖出。</p><p style=\"text-align: justify;\">时间线对得上，逻辑说得通。</p><p style=\"text-align: justify;\">白宫的官方解释也是这一套：<strong>总统投资由第三方金融机构独立管理，通过&#34;自动化、模型驱动的投资组合和直接指数化策略&#34;执行，特朗普本人、家族及公司均不参与投资决策。</strong></p><p style=\"text-align: justify;\">所以，3711笔交易本身未必是问题。问题在于，那里面有625笔被标注为“非主动委托”。</p><h2 id=\"id_2254184991\">625笔“非主动委托”：巧合太多，就不像巧合</h2><p style=\"text-align: justify;\">&#34;非主动委托&#34;（unsolicited）的意思是：由客户方主动发起，而非经纪人建议。</p><p style=\"text-align: justify;\">换言之，这625笔，不是系统自动跑出来的，是有人主动下单的。</p><p style=\"text-align: justify;\">这625笔几乎全部集中在3月，绝大多数为买入操作，在美国袭击伊朗后的首个交易日大幅增加。与其他系统化交易相比，它们显得更临时，也更随机——或者说，更像是有人在特定时刻，对特定标的，产生了特定的购买欲望。</p><p style=\"text-align: justify;\"><strong>关键是，很多时间线过于丝滑。</strong></p><blockquote><ul style=\"\"><li><p>3月11日，特朗普参观ThermoFisher俄亥俄州工厂，称其为&#34;伟大的公司&#34;。同日，他买入1.5万至5万美元ThermoFisher股票，标注：非主动委托。</p></li><li><p>同一天，他在肯塔基州演讲中夸了苹果CEO蒂姆·库克。当天，他买入25万至50万美元苹果股票，同样标注：非主动委托。整个3月，他累计买入200万至720万美元苹果股票，其中五笔非主动委托。</p></li><li><p>3月25日，美光买入，标注非主动委托。次日，他在福克斯直播里说美光是&#34;最炙手可热的公司之一&#34;。</p></li><li><p>2月10日，戴尔买入。9天后，他告诉全美国人民&#34;去买台戴尔电脑&#34;。</p></li></ul></blockquote><p style=\"text-align: justify;\">这些交易，不在系统的自动化逻辑里。</p><h2 id=\"id_1697687891\">市场开始交易“下一次点名”</h2><p style=\"text-align: justify;\">市场已经开始竞猜下一张“彩票”。</p><p style=\"text-align: justify;\">OGE一季度文件披露的持股里，还有ServiceNow、Adobe、TexasInstruments等公司。投资者已经开始猜，谁会成为下一家被公开赞美的幸运儿。</p><p style=\"text-align: justify;\">Oracle是热门候选之一。它既LarryEllison这层政商关系，又参与Stargate人工智能基础设施项目。</p><p style=\"text-align: justify;\">Broadcom也很符合剧本。公司估值突破2万亿美元，给美国数据中心提供定制芯片，而数据中心正是政府科技议程的重要部分。</p><p style=\"text-align: justify;\">MotorolaSolutions则走的是另一条路线：警用无线电、调度软件、公共安全监控设备，完美贴合执法和边境安全叙事。</p><p style=\"text-align: justify;\">5月26日，特朗普还在TruthSocial上专门发文力挺预测市场行业，要求CFTC对Kalshi和Polymarket等平台保持&#34;独家管辖权&#34;。</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>从英特尔、美光、到戴尔！“白宫股神”名不虚传，“先买再吹”屡试不爽</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从英特尔、美光、到戴尔！“白宫股神”名不虚传，“先买再吹”屡试不爽\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\">2026-05-29 12:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>英特尔涨200%、美光市值破万亿、戴尔盘后暴涨38%，每一次都与总统持仓或公开表态高度吻合。一季度3711笔交易背后，625笔&#34;非主动委托&#34;的时间线丝滑得令人玩味：先买后夸，屡试不爽。市场已开始竞猜下一个被点名的幸运儿。</p></blockquote><p style=\"text-align: justify;\">华尔街过去一年最省心的交易策略，可能不是AI、不是降息，而是四个字：跟着特朗普。</p><p style=\"text-align: justify;\">社交平台上，投资账号TheAIInvestor把它总结得很朴素：过去一年表现最好的策略之一，就是“跟随特朗普交易”。翻译成更接地气的版本，大概是：别看财报，先看白宫今天夸了谁。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ed52ef56735a4878e5e1498b39b6bba\" tg-width=\"587\" tg-height=\"161\"/></p><p style=\"text-align: justify;\">如果再进一步简化，那就是一条产业链：先出现在持仓里，再出现在嘴边，最后出现在K线图上。</p><p style=\"text-align: justify;\">英特尔、美光、戴尔，最近轮番大涨。一个靠政府股权投资估值重估，一个被总统称作“很棒”，一个干脆被点名“去买一台戴尔，它们很棒”。</p><h2 id=\"id_4222624980\">剧本很简单，但每次都有人买单</h2><p style=\"text-align: justify;\">戴尔是“总统带货”的标准样板，美光就是“先买后夸”的加速版。</p><p style=\"text-align: justify;\">2月10日，特朗普买入100万至500万美元戴尔股票。</p><p style=\"text-align: justify;\">9天后，他站在佐治亚州的演讲台上，语重心长地告诉台下的听众：</p><blockquote><p style=\"text-align: justify;\">去买台戴尔电脑，它们很棒。</p></blockquote><p style=\"text-align: justify;\">随后他又在白宫YouTube频道的视频里，专门夸了一遍戴尔家族，顺便提了句&#34;他们投入了大量资金&#34;——言下之意，这支股票，你懂的。</p><p style=\"text-align: justify;\">戴尔隔夜盘后暴涨38%，直至历史新高，在此之前已经一路走高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0671fc90c958539a949cf963c206e3c4\" tg-width=\"611\" tg-height=\"413\"/></p><p style=\"text-align: justify;\">当然，戴尔股价上涨不全靠嘴。AI基础设施需求是真的，企业端服务器和数据中心开支也是真的。Mizuho分析师VijayRakesh维持戴尔“跑赢大盘”评级，并把目标价从215美元上调至260美元，理由就是AI基础设施需求扩大。</p><p style=\"text-align: justify;\">美光的剧情更有时间颗粒度。3月25日，特朗普买入5万至10万美元美光股票。</p><p style=\"text-align: justify;\">次日，他致电福克斯新闻节目《TheFive》，话风突然变得热烈：</p><blockquote><p style=\"text-align: justify;\">我刚见了美光的负责人，这是最炙手可热的公司之一。</p></blockquote><p style=\"text-align: justify;\">到了5月22日，他又补了一句：美光&#34;很棒&#34;。</p><p style=\"text-align: justify;\">四天后，美光市值首次突破1万亿美元。瑞银顺势把目标价从535美元上调至1625美元，涨幅超过200%。美光涨的产业逻辑是，AI服务器对高带宽内存的需求，数据中心资本开支的扩张，存储行业供需改善。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0864dc6f4b623ed0e6b3022710d08ed5\" tg-width=\"626\" tg-height=\"421\"/></p><p style=\"text-align: justify;\">这套剧本，苹果、ThermoFisher，都照着演了一遍。</p><h2 id=\"id_4101421809\">英特尔：嘴炮不够，财政来凑</h2><p style=\"text-align: justify;\">戴尔和美光更像个人持仓与公开表态的交叉，英特尔则是更高级的版本：不止总统点名，政策资金也亲自入场。</p><p style=\"text-align: justify;\">材料显示，美国政府股权投资推动英特尔今年上涨约200%。白宫5月18日称，这笔以89亿美元取得的政府持股，价值已经超过500亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cc48065657c30b254196986024a504f\" tg-width=\"614\" tg-height=\"420\"/></p><p style=\"text-align: justify;\">换句话说，英特尔不是简单的“被夸上涨”，而是被政策、产业安全和国家资本一起抬进了聚光灯。</p><p style=\"text-align: justify;\">英特尔这个案例的意义在于，它把所谓“特朗普交易”从个人投资组合，扩展成了政策资本市场。</p><p style=\"text-align: justify;\"><strong>投资者要看的不只是特朗普买了什么、夸了什么，还要看政府准备投什么、救什么、扶什么。</strong></p><p style=\"text-align: justify;\">这就让交易变得很有新时代特色：一边读财报，一边读总统讲话；一边看订单，一边看财政部动作；一边盯K线，一边刷TruthSocial。</p><h2 id=\"id_2328512283\">3711笔交易：机器扫货，还是股神开盘？</h2><p style=\"text-align: justify;\">真正让这件事变得热闹的，是OGE在5月14日公开的财务披露文件。</p><p style=\"text-align: justify;\">文件显示，特朗普在2026年一季度进行了3711笔证券交易，交易规模介于2.2亿至7.5亿美元之间。</p><p style=\"text-align: justify;\"><strong>3711笔，一个季度，平均每个交易日超过60笔。</strong></p><p style=\"text-align: justify;\">如果你以为这是一位日理万机的国家领导人，在椭圆形办公室一边处理中东局势一边看K线，那你可能对&#34;直接指数化&#34;这个词还不太熟悉。</p><p style=\"text-align: justify;\">投资平台Vise联合创始人SamirVasavada指出，披露文件中的个股与罗素3000指数成分股重合度约90%，这是典型的&#34;直接指数化&#34;策略特征——不买指数基金，而是直接持有成分股，再通过系统化交易进行税务亏损收割。</p><p style=\"text-align: justify;\">逻辑是这样的：股票跌了，系统自动卖出锁定亏损，再买入同行业类似股票，账面上产生可以抵税的已实现亏损，整体仓位基本不变，但交易笔数会被系统性地放大。</p><p style=\"text-align: justify;\">3月23日是披露中第二繁忙的交易日，恰逢标普500、400、600及100指数成分股同日调整，富时罗素基准也有新股纳入。2月12日和3月18日，标普500跌幅均超过1%，系统分别触发了155笔和124笔卖出。</p><p style=\"text-align: justify;\">时间线对得上，逻辑说得通。</p><p style=\"text-align: justify;\">白宫的官方解释也是这一套：<strong>总统投资由第三方金融机构独立管理，通过&#34;自动化、模型驱动的投资组合和直接指数化策略&#34;执行，特朗普本人、家族及公司均不参与投资决策。</strong></p><p style=\"text-align: justify;\">所以，3711笔交易本身未必是问题。问题在于，那里面有625笔被标注为“非主动委托”。</p><h2 id=\"id_2254184991\">625笔“非主动委托”：巧合太多，就不像巧合</h2><p style=\"text-align: justify;\">&#34;非主动委托&#34;（unsolicited）的意思是：由客户方主动发起，而非经纪人建议。</p><p style=\"text-align: justify;\">换言之，这625笔，不是系统自动跑出来的，是有人主动下单的。</p><p style=\"text-align: justify;\">这625笔几乎全部集中在3月，绝大多数为买入操作，在美国袭击伊朗后的首个交易日大幅增加。与其他系统化交易相比，它们显得更临时，也更随机——或者说，更像是有人在特定时刻，对特定标的，产生了特定的购买欲望。</p><p style=\"text-align: justify;\"><strong>关键是，很多时间线过于丝滑。</strong></p><blockquote><ul style=\"\"><li><p>3月11日，特朗普参观ThermoFisher俄亥俄州工厂，称其为&#34;伟大的公司&#34;。同日，他买入1.5万至5万美元ThermoFisher股票，标注：非主动委托。</p></li><li><p>同一天，他在肯塔基州演讲中夸了苹果CEO蒂姆·库克。当天，他买入25万至50万美元苹果股票，同样标注：非主动委托。整个3月，他累计买入200万至720万美元苹果股票，其中五笔非主动委托。</p></li><li><p>3月25日，美光买入，标注非主动委托。次日，他在福克斯直播里说美光是&#34;最炙手可热的公司之一&#34;。</p></li><li><p>2月10日，戴尔买入。9天后，他告诉全美国人民&#34;去买台戴尔电脑&#34;。</p></li></ul></blockquote><p style=\"text-align: justify;\">这些交易，不在系统的自动化逻辑里。</p><h2 id=\"id_1697687891\">市场开始交易“下一次点名”</h2><p style=\"text-align: justify;\">市场已经开始竞猜下一张“彩票”。</p><p style=\"text-align: justify;\">OGE一季度文件披露的持股里，还有ServiceNow、Adobe、TexasInstruments等公司。投资者已经开始猜，谁会成为下一家被公开赞美的幸运儿。</p><p style=\"text-align: justify;\">Oracle是热门候选之一。它既LarryEllison这层政商关系，又参与Stargate人工智能基础设施项目。</p><p style=\"text-align: justify;\">Broadcom也很符合剧本。公司估值突破2万亿美元，给美国数据中心提供定制芯片，而数据中心正是政府科技议程的重要部分。</p><p style=\"text-align: justify;\">MotorolaSolutions则走的是另一条路线：警用无线电、调度软件、公共安全监控设备，完美贴合执法和边境安全叙事。</p><p style=\"text-align: justify;\">5月26日，特朗普还在TruthSocial上专门发文力挺预测市场行业，要求CFTC对Kalshi和Polymarket等平台保持&#34;独家管辖权&#34;。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"BK4575":"芯片概念","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","INTW":"2倍做多INTC ETF-GraniteShares","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","DELL":"戴尔","BK4515":"5G概念","MUD":"1倍做空MU ETF-Direxion","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) 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href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$</a> 听说又要合股了？[开心]&nbsp;&nbsp;","text":"$Faraday Future Intelligent Electric Inc(FFAI)$ 听说又要合股了？[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/565944656873576","isVote":1,"tweetType":1,"viewCount":3273,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494306258324258","authorId":"3494306258324258","name":"早早Ryan","avatar":"https://static.tigerbbs.com/497746ca4fac623dafc72285c86265a3","crmLevel":7,"crmLevelSwitch":1,"idStr":"3494306258324258","authorIdStr":"3494306258324258"},"content":"来自豆包: - 2026.5–8.19：绝对不能合股，合股=立刻退市 - 2026.9.16：股价回不到 $1，基本退市 - 2026.10 中旬：融资锁定期结束，稀释压力高峰","text":"来自豆包: - 2026.5–8.19：绝对不能合股，合股=立刻退市 - 2026.9.16：股价回不到 $1，基本退市 - 2026.10 中旬：融资锁定期结束，稀释压力高峰","html":"来自豆包: - 2026.5–8.19：绝对不能合股，合股=立刻退市 - 2026.9.16：股价回不到 $1，基本退市 - 2026.10 中旬：融资锁定期结束，稀释压力高峰"},{"author":{"id":"3577008071589898","authorId":"3577008071589898","name":"东王","avatar":"https://static.tigerbbs.com/0f76cd143b901aa3b1818eef48ab35f4","crmLevel":3,"crmLevelSwitch":1,"idStr":"3577008071589898","authorIdStr":"3577008071589898"},"content":"这次合股就直接退市了，可能不会合股，靠老贾自己拉到1美元，等时间过了，可以合股了，然后增发套一笔，之后再合股。","text":"这次合股就直接退市了，可能不会合股，靠老贾自己拉到1美元，等时间过了，可以合股了，然后增发套一笔，之后再合股。","html":"这次合股就直接退市了，可能不会合股，靠老贾自己拉到1美元，等时间过了，可以合股了，然后增发套一笔，之后再合股。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563082280399464,"gmtCreate":1778499813255,"gmtModify":1778499815522,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547636263291151","authorIdStr":"3547636263291151"},"themes":[],"title":"","htmlText":"yt jia是那骗子吗","listText":"yt jia是那骗子吗","text":"yt jia是那骗子吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563082280399464","repostId":"1121243337","repostType":2,"repost":{"id":"1121243337","kind":"news","weMediaInfo":{"introduction":"全球快讯第一时间播报","home_visible":1,"media_name":"美股速递","id":"1004306016","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1778439726,"share":"https://www.laohu8.com/m/news/1121243337?lang=zh_CN&edition=full","pubTime":"2026-05-11 03:02","market":"us","language":"zh","title":"Faraday Future任命Yt Jia为全球唯一CEO，Jerry Wang出任全球执行董事长；公司将于下周宣布升级转型举措，开启作为实体AI企业的新增长篇章","url":"https://stock-news.laohu8.com/highlight/detail?id=1121243337","media":"美股速递","summary":"Faraday Future Intelligent Electric Inc. (FFAI) 已正式确认并任命Yt Jia为公司全球唯一首席执行官。与此同时，Jerry Wang被任命为全球执行董事长。公司计划于下周公布一系列升级后的转型战略举措，此举旨在开启其作为一家实体AI企业发展的全新增长阶段。","content":"<p>Faraday Future Intelligent Electric Inc. (FFAI) 已正式确认并任命Yt Jia为公司全球唯一首席执行官。与此同时，Jerry Wang被任命为全球执行董事长。公司计划于下周公布一系列升级后的转型战略举措，此举旨在开启其作为一家实体AI企业发展的全新增长阶段。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>Faraday Future任命Yt Jia为全球唯一CEO，Jerry Wang出任全球执行董事长；公司将于下周宣布升级转型举措，开启作为实体AI企业的新增长篇章</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\">\nFaraday Future任命Yt Jia为全球唯一CEO，Jerry Wang出任全球执行董事长；公司将于下周宣布升级转型举措，开启作为实体AI企业的新增长篇章\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1004306016\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股速递 </p>\n<p class=\"h-time\">2026-05-11 03:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Faraday Future Intelligent Electric Inc. (FFAI) 已正式确认并任命Yt Jia为公司全球唯一首席执行官。与此同时，Jerry Wang被任命为全球执行董事长。公司计划于下周公布一系列升级后的转型战略举措，此举旨在开启其作为一家实体AI企业发展的全新增长阶段。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","FFAI":"Faraday Future Intelligent Electric Inc"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121243337","content_text":"Faraday Future Intelligent Electric Inc. (FFAI) 已正式确认并任命Yt Jia为公司全球唯一首席执行官。与此同时，Jerry Wang被任命为全球执行董事长。公司计划于下周公布一系列升级后的转型战略举措，此举旨在开启其作为一家实体AI企业发展的全新增长阶段。","news_type":1,"symbols_score_info":{"FFAI":1}},"isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562033773597016,"gmtCreate":1778247066889,"gmtModify":1778247068767,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547636263291151","authorIdStr":"3547636263291151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 要不要这么离谱……","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 要不要这么离谱……","text":"$美光科技(MU)$ 要不要这么离谱……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/562033773597016","isVote":1,"tweetType":1,"viewCount":2352,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558129441615288","authorId":"3558129441615288","name":"好韭不贱贱","avatar":"https://static.tigerbbs.com/cf9062908d1bfdf99b3652671f2028d3","crmLevel":2,"crmLevelSwitch":0,"idStr":"3558129441615288","authorIdStr":"3558129441615288"},"content":"游戏还没结束，谁都不想信自己是最后一棒[笑哭]","text":"游戏还没结束，谁都不想信自己是最后一棒[笑哭]","html":"游戏还没结束，谁都不想信自己是最后一棒[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560946164048760,"gmtCreate":1777981446014,"gmtModify":1777981447829,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547636263291151","authorIdStr":"3547636263291151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 这是肿么了， 这么嚣张","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 这是肿么了， 这么嚣张","text":"$美光科技(MU)$ 这是肿么了， 这么嚣张","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560946164048760","isVote":1,"tweetType":1,"viewCount":862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558506374476984,"gmtCreate":1777385798094,"gmtModify":1777385800939,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547636263291151","authorIdStr":"3547636263291151"},"themes":[],"title":"","htmlText":"怎么敢的[笑哭]&nbsp;&nbsp;","listText":"怎么敢的[笑哭]&nbsp;&nbsp;","text":"怎么敢的[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558506374476984","repostId":"2630002533","repostType":2,"repost":{"id":"2630002533","kind":"highlight","pubTimestamp":1777382821,"share":"https://www.laohu8.com/m/news/2630002533?lang=zh_CN&edition=full","pubTime":"2026-04-28 21:27","market":"us","language":"zh","title":"D.A. Davidson首予美光科技目标价1000美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2630002533","media":"中金财经","summary":"D.A. Davidson首次覆盖美光科技，给予“买入”评级及目标价1000美元。","content":"<html><body><p>　　D.A. Davidson首次覆盖<a href=\"https://laohu8.com/S/MU\">美光科技</a>，给予“买入”评级及目标价1000美元。\r\n\r\n　　 </p></body></html>","source":"zhongjincaijing_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>D.A. Davidson首予美光科技目标价1000美元</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\">\nD.A. Davidson首予美光科技目标价1000美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-28 21:27 北京时间&nbsp;&nbsp;&nbsp;<a href=http://sc.stock.cnfol.com/gushizhibo/20260428/32185307.shtml><strong>中金财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>D.A. Davidson首次覆盖美光科技，给予“买入”评级及目标价1000美元。</p>\n\n<a href=\"http://sc.stock.cnfol.com/gushizhibo/20260428/32185307.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":{"MULL":"2倍做多MU ETF-GraniteShares","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","BK4605":"半导体精选","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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Davidson首次覆盖美光科技，给予“买入”评级及目标价1000美元。","news_type":1,"symbols_score_info":{"MULL":0.6,"MUU":0.6,"MU":1.98,"MUD":0.6}},"isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556891321697840,"gmtCreate":1776988308818,"gmtModify":1776988310743,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547636263291151","authorIdStr":"3547636263291151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 占了英特尔的光了","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 占了英特尔的光了","text":"$美国超微公司(AMD)$ 占了英特尔的光了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556891321697840","isVote":1,"tweetType":1,"viewCount":1038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553860124645080,"gmtCreate":1776254393816,"gmtModify":1776254395784,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547636263291151","authorIdStr":"3547636263291151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> 跌多少都得长回去","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> 跌多少都得长回去","text":"$超微电脑(SMCI)$ 跌多少都得长回去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553860124645080","isVote":1,"tweetType":1,"viewCount":833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553319863767064,"gmtCreate":1776122501929,"gmtModify":1776122504534,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547636263291151","authorIdStr":"3547636263291151"},"themes":[],"title":"","htmlText":"它们怎么敢的","listText":"它们怎么敢的","text":"它们怎么敢的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553319863767064","repostId":"2627515164","repostType":2,"repost":{"id":"2627515164","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1776091382,"share":"https://www.laohu8.com/m/news/2627515164?lang=zh_CN&edition=full","pubTime":"2026-04-13 22:43","market":"sh","language":"en","title":"Arete Research Adjusts Micron Technology PT to $852 From $562, Maintains Buy Rating<blockquote>Arete Research将美光科技PT从562美元调整至852美元，维持买入评级</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2627515164","media":"MT Newswires Live","summary":"Micron Technology (MU) has an average rating of Buy and mean price target of $553.10, according to analysts polled by FactSet.(MT Newswires covers equity, commodity and economic research from major ba","content":"<p><html><body> Micron Technology (MU) has an average rating of Buy and mean price target of $553.10, according to analysts polled by FactSet.</p><p><blockquote><html><body>FactSet调查的分析师表示，美光科技(MU)的平均评级为买入，平均目标价为553.10美元。</body></html></blockquote></p><p>(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)</p><p><blockquote>（MT Newswires涵盖北美、亚洲和欧洲主要银行和研究公司的股票、大宗商品和经济研究。研究提供商可以通过以下方式联系我们：https://www.mtnewswires.com/contact-us）</blockquote></p><p>Price: 412.72, Change: -7.87, Percent Change: -1.87</p><p><blockquote>价格：412.72，变化：-7.87，变化百分比：-1.87</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"mtnewswires_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>Arete Research Adjusts Micron Technology PT to $852 From $562, Maintains Buy Rating<blockquote>Arete Research将美光科技PT从562美元调整至852美元，维持买入评级</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nArete Research Adjusts Micron Technology PT to $852 From $562, Maintains Buy Rating<blockquote>Arete Research将美光科技PT从562美元调整至852美元，维持买入评级</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time smaller\">2026-04-13 22:43</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body> Micron Technology (MU) has an average rating of Buy and mean price target of $553.10, according to analysts polled by FactSet.</p><p><blockquote><html><body>FactSet调查的分析师表示，美光科技(MU)的平均评级为买入，平均目标价为553.10美元。</body></html></blockquote></p><p>(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)</p><p><blockquote>（MT Newswires涵盖北美、亚洲和欧洲主要银行和研究公司的股票、大宗商品和经济研究。研究提供商可以通过以下方式联系我们：https://www.mtnewswires.com/contact-us）</blockquote></p><p>Price: 412.72, Change: -7.87, Percent Change: -1.87</p><p><blockquote>价格：412.72，变化：-7.87，变化百分比：-1.87</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","MULL":"2倍做多MU ETF-GraniteShares","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4575":"芯片概念","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","MUD":"1倍做空MU ETF-Direxion","LU0056508442.USD":"贝莱德世界科技基金A2","BK4588":"碎股","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4605":"半导体精选","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","MU":"美光科技","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0109392836.USD":"富兰克林科技股A","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4543":"AI","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","MUU":"2倍做多MU ETF-Direxion","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","BK4527":"明星科技股","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","BK4512":"苹果概念","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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大概率收盘都得30%+ .散户兄弟们这两年被坑惨了 都没人跟了","text":"$Faraday Future Intelligent Electric Inc(FFAI)$ 这要搁以前 没骗那么多回的时候，盘前涨14% 大概率收盘都得30%+ .散户兄弟们这两年被坑惨了 都没人跟了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":2,"link":"https://laohu8.com/post/553175327723552","isVote":1,"tweetType":1,"viewCount":2412,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"197865843806300","authorId":"197865843806300","name":"卧龙居士","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"197865843806300","authorIdStr":"197865843806300"},"content":"远离毒品，远离假药，停止赌博就不会被割","text":"远离毒品，远离假药，停止赌博就不会被割","html":"远离毒品，远离假药，停止赌博就不会被割"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552137813071400,"gmtCreate":1775833845301,"gmtModify":1775833847224,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547636263291151","authorIdStr":"3547636263291151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> 又要崛起了","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> 又要崛起了","text":"$超微电脑(SMCI)$ 又要崛起了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/552137813071400","isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551787732525720,"gmtCreate":1775748369054,"gmtModify":1775748371219,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547636263291151","authorIdStr":"3547636263291151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 三迪 大概率 飙升然后拆股，然后在飙","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 三迪 大概率 飙升然后拆股，然后在飙","text":"$闪迪(SNDK)$ 三迪 大概率 飙升然后拆股，然后在飙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551787732525720","isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551140390929736,"gmtCreate":1775577598491,"gmtModify":1775577601226,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547636263291151","authorIdStr":"3547636263291151"},"themes":[],"title":"","htmlText":"骗了多少年了， 不好使了","listText":"骗了多少年了， 不好使了","text":"骗了多少年了， 不好使了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551140390929736","repostId":"2625937982","repostType":2,"repost":{"id":"2625937982","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1775561850,"share":"https://www.laohu8.com/m/news/2625937982?lang=zh_CN&edition=full","pubTime":"2026-04-07 19:37","market":"us","language":"en","title":"Faraday Future Eyes Massive 'Capital Light' Robotics Opportunity As President Jerry Wang Touts EV Startup's 'First Mover' Advantage<blockquote>法拉第未来总裁王杰里吹捧电动汽车初创公司的“先发”优势，着眼于巨大的“资本之光”机器人机遇</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2625937982","media":"Benzinga","summary":"FFAI President Jerry Wang details Faraday Future&#39;s pivot to embodied AI robotics, eyeing a &#34;first mover&#34; edge in a massive $30T market.","content":"<p><html><body><strong><a href=\"https://laohu8.com/S/FFAIW\">Faraday Future Intelligent Electric Inc.</a></strong> (NASDAQ:FFAI) is aggressively expanding beyond electric vehicles into the booming robotics market, positioning itself as a pioneer in an embodied AI ecosystem that President <strong>Jerry Wang</strong> projects could reach $30 trillion in value.</p><p><blockquote><html><body><strong><a href=\"https://laohu8.com/S/FFAIW\">法拉第未来智能电气公司。</a></strong>（纳斯达克：FFAI）正在积极拓展电动汽车以外的蓬勃发展的机器人市场，将自己定位为具身人工智能生态系统的先驱，总裁<strong>王杰里</strong>项目价值可能达到30万亿美元。</body></html></blockquote></p><p> <h2><strong>Seizing A Multi-Trillion Dollar Opportunity</strong></h2> In an exclusive interview with Benzinga, Wang detailed the strategic evolution driving the California-based company.</p><p><blockquote><h2><strong>抓住数万亿美元的机会</strong></h2>在接受Benzinga独家采访时，王详细介绍了推动这家总部位于加州的公司的战略演变。</blockquote></p><p> Observing industry-wide trends, Faraday Future is deploying humanoid and quadruped robots into real-world environments like retail and education. This strategy is centered on capturing invaluable data to train its AI models, mirroring the data-gathering approach used in autonomous driving.</p><p><blockquote>观察整个行业的趋势，法拉第未来正在将人形和四足机器人部署到零售和教育等现实环境中。该策略的核心是捕获宝贵的数据来训练其人工智能模型，反映了自动驾驶中使用的数据收集方法。</blockquote></p><p> “We’re talking about like 10 trillion, 20 trillion, 30 trillion dollar value market potential in the next five to 10 years,” Wang stated. “Whoever captures this market first has the ‘first mover’ advantage, which is Faraday Future.”</p><p><blockquote>“我们谈论的是未来5到10年10万亿、20万亿、30万亿美元的市场潜力，”王说。“谁先占领这个市场，谁就拥有‘先发’优势，这就是法拉第未来。”</blockquote></p><p> <h2><strong>‘Capital Light’ Scaling And Early Traction</strong></h2> Unlike the highly capital-intensive automotive sector—which Wang noted requires hundreds of millions of dollars just to launch—the robotics segment offers a much faster path to profitability.</p><p><blockquote><h2><strong>“资本之光”扩张和早期牵引力</strong></h2>与高度资本密集型的汽车行业（王指出，仅启动汽车行业就需要数亿美元）不同，机器人行业提供了更快的盈利途径。</blockquote></p><p> Faraday Future is already seeing robust early demand, securing over 1,000 reservations and delivering more than 20 robots within a single month.</p><p><blockquote>法拉第未来已经看到了强劲的早期需求，在一个月内获得了超过1,000个预订并交付了20多个机器人。</blockquote></p><p> Crucially, these robotic deliveries are generating a “positive gross margin.” Wang emphasized that this “capital light” and asset-efficient approach allows the company to rapidly scale operations while conservatively managing cash flow.</p><p><blockquote>至关重要的是，这些机器人送货正在产生“正毛利率”。王强调，这种“轻资本”和资产高效的方法使公司能够在保守管理现金流的同时快速扩大运营规模。</blockquote></p><p> Furthermore, Faraday Future's strict adherence to U.S. FCC regulatory compliance provides a distinct competitive moat for stateside deployments.</p><p><blockquote>此外，法拉第未来严格遵守美国FCC监管合规性，为美国本土部署提供了独特的竞争护城河。</blockquote></p><p> <h2><strong>A Natural Expansion Beyond EVs</strong></h2> Rather than abandoning its automotive roots, Wang described the move as a “natural expansion.” In his view, intelligent vehicles are simply a “subset of the robotics” designed to transport humans.</p><p><blockquote><h2><strong>电动汽车之外的自然扩张</strong></h2>王并没有放弃其汽车根源，而是将此举描述为“自然扩张”。在他看来，智能汽车只是旨在运送人类的“机器人的子集”。</blockquote></p><p> By merging the training capabilities, supply chains, and software of both divisions, FFAI aims to create a unified embodied AI brain. Looking ahead, the company has updated its projections, targeting the delivery of roughly 1,000 robots to the U.S. market by 2026, advancing alongside its EV ambitions.</p><p><blockquote>通过合并两个部门的培训能力、供应链和软件，FFAI旨在创建一个统一的具身人工智能大脑。展望未来，该公司更新了预测，目标是到2026年向美国市场交付约1,000台机器人，以实现其电动汽车雄心。</blockquote></p><p> <h2><strong>Faraday Future Underperforms In 2026</strong></h2> FFAI has declined 78.23% year-to-date, while the Nasdaq Composite index fell 5.33% during the same period. It was lower by 86.29% in the last six months and 79.99% over the year. </p><p><blockquote><h2><strong>法拉第未来2026年表现不佳</strong></h2>FFAI今年迄今已下跌78.23%，而纳斯达克综合指数同期下跌5.33%。过去六个月下降了86.29%，全年下降了79.99%。</blockquote></p><p> The stock closed Monday 5.89% lower at $0.2221 a-piece. It was 3.33% higher in premarket on Tuesday. <strong>Benzinga’s Edge Stock Rankings</strong> indicate that FFAI maintains a weak price trend in the short, medium, and long terms.</p><p><blockquote>该股周一收盘下跌5.89%，至每股0.2221美元。周二盘前上涨3.33%。<strong>Benzinga的Edge股票排名</strong>表明FFAI在短期、中期和长期内保持疲软的价格趋势。</blockquote></p><p> <figure><img decoding=\"async\" height=\"116\" loading=\"lazy\" sizes=\"(max-width: 761px) 100vw, 761px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/07032402/FFAI-EDGE-APRIL-7-.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/07032402/FFAI-EDGE-APRIL-7-.png 761w,https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/07032402/FFAI-EDGE-APRIL-7--300x46.png 300w\" width=\"761\"/></figure> <figure><div> </div></figure> <strong><em>Disclaimer:</em></strong><em> This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p><p><blockquote><figure></figure><figure><div></div></figure><strong><em>免责声明：</em></strong><em>该内容部分是在人工智能工具的帮助下制作的，并由Benzinga编辑审查和发布。</em></blockquote></p><p> <em>Image via Shutterstock</em></p><p><blockquote><em>图片来自Shutterstock</em></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>Faraday Future Eyes Massive 'Capital Light' Robotics Opportunity As President Jerry Wang Touts EV Startup's 'First Mover' Advantage<blockquote>法拉第未来总裁王杰里吹捧电动汽车初创公司的“先发”优势，着眼于巨大的“资本之光”机器人机遇</blockquote></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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}\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: 12.5px; color: #7E829C; margin: 0;}\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\">\nFaraday Future Eyes Massive 'Capital Light' Robotics Opportunity As President Jerry Wang Touts EV Startup's 'First Mover' Advantage<blockquote>法拉第未来总裁王杰里吹捧电动汽车初创公司的“先发”优势，着眼于巨大的“资本之光”机器人机遇</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2026-04-07 19:37</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><html><body><strong><a href=\"https://laohu8.com/S/FFAIW\">Faraday Future Intelligent Electric Inc.</a></strong> (NASDAQ:FFAI) is aggressively expanding beyond electric vehicles into the booming robotics market, positioning itself as a pioneer in an embodied AI ecosystem that President <strong>Jerry Wang</strong> projects could reach $30 trillion in value.</p><p><blockquote><html><body><strong><a href=\"https://laohu8.com/S/FFAIW\">法拉第未来智能电气公司。</a></strong>（纳斯达克：FFAI）正在积极拓展电动汽车以外的蓬勃发展的机器人市场，将自己定位为具身人工智能生态系统的先驱，总裁<strong>王杰里</strong>项目价值可能达到30万亿美元。</body></html></blockquote></p><p> <h2><strong>Seizing A Multi-Trillion Dollar Opportunity</strong></h2> In an exclusive interview with Benzinga, Wang detailed the strategic evolution driving the California-based company.</p><p><blockquote><h2><strong>抓住数万亿美元的机会</strong></h2>在接受Benzinga独家采访时，王详细介绍了推动这家总部位于加州的公司的战略演变。</blockquote></p><p> Observing industry-wide trends, Faraday Future is deploying humanoid and quadruped robots into real-world environments like retail and education. This strategy is centered on capturing invaluable data to train its AI models, mirroring the data-gathering approach used in autonomous driving.</p><p><blockquote>观察整个行业的趋势，法拉第未来正在将人形和四足机器人部署到零售和教育等现实环境中。该策略的核心是捕获宝贵的数据来训练其人工智能模型，反映了自动驾驶中使用的数据收集方法。</blockquote></p><p> “We’re talking about like 10 trillion, 20 trillion, 30 trillion dollar value market potential in the next five to 10 years,” Wang stated. “Whoever captures this market first has the ‘first mover’ advantage, which is Faraday Future.”</p><p><blockquote>“我们谈论的是未来5到10年10万亿、20万亿、30万亿美元的市场潜力，”王说。“谁先占领这个市场，谁就拥有‘先发’优势，这就是法拉第未来。”</blockquote></p><p> <h2><strong>‘Capital Light’ Scaling And Early Traction</strong></h2> Unlike the highly capital-intensive automotive sector—which Wang noted requires hundreds of millions of dollars just to launch—the robotics segment offers a much faster path to profitability.</p><p><blockquote><h2><strong>“资本之光”扩张和早期牵引力</strong></h2>与高度资本密集型的汽车行业（王指出，仅启动汽车行业就需要数亿美元）不同，机器人行业提供了更快的盈利途径。</blockquote></p><p> Faraday Future is already seeing robust early demand, securing over 1,000 reservations and delivering more than 20 robots within a single month.</p><p><blockquote>法拉第未来已经看到了强劲的早期需求，在一个月内获得了超过1,000个预订并交付了20多个机器人。</blockquote></p><p> Crucially, these robotic deliveries are generating a “positive gross margin.” Wang emphasized that this “capital light” and asset-efficient approach allows the company to rapidly scale operations while conservatively managing cash flow.</p><p><blockquote>至关重要的是，这些机器人送货正在产生“正毛利率”。王强调，这种“轻资本”和资产高效的方法使公司能够在保守管理现金流的同时快速扩大运营规模。</blockquote></p><p> Furthermore, Faraday Future's strict adherence to U.S. FCC regulatory compliance provides a distinct competitive moat for stateside deployments.</p><p><blockquote>此外，法拉第未来严格遵守美国FCC监管合规性，为美国本土部署提供了独特的竞争护城河。</blockquote></p><p> <h2><strong>A Natural Expansion Beyond EVs</strong></h2> Rather than abandoning its automotive roots, Wang described the move as a “natural expansion.” In his view, intelligent vehicles are simply a “subset of the robotics” designed to transport humans.</p><p><blockquote><h2><strong>电动汽车之外的自然扩张</strong></h2>王并没有放弃其汽车根源，而是将此举描述为“自然扩张”。在他看来，智能汽车只是旨在运送人类的“机器人的子集”。</blockquote></p><p> By merging the training capabilities, supply chains, and software of both divisions, FFAI aims to create a unified embodied AI brain. Looking ahead, the company has updated its projections, targeting the delivery of roughly 1,000 robots to the U.S. market by 2026, advancing alongside its EV ambitions.</p><p><blockquote>通过合并两个部门的培训能力、供应链和软件，FFAI旨在创建一个统一的具身人工智能大脑。展望未来，该公司更新了预测，目标是到2026年向美国市场交付约1,000台机器人，以实现其电动汽车雄心。</blockquote></p><p> <h2><strong>Faraday Future Underperforms In 2026</strong></h2> FFAI has declined 78.23% year-to-date, while the Nasdaq Composite index fell 5.33% during the same period. It was lower by 86.29% in the last six months and 79.99% over the year. </p><p><blockquote><h2><strong>法拉第未来2026年表现不佳</strong></h2>FFAI今年迄今已下跌78.23%，而纳斯达克综合指数同期下跌5.33%。过去六个月下降了86.29%，全年下降了79.99%。</blockquote></p><p> The stock closed Monday 5.89% lower at $0.2221 a-piece. It was 3.33% higher in premarket on Tuesday. <strong>Benzinga’s Edge Stock Rankings</strong> indicate that FFAI maintains a weak price trend in the short, medium, and long terms.</p><p><blockquote>该股周一收盘下跌5.89%，至每股0.2221美元。周二盘前上涨3.33%。<strong>Benzinga的Edge股票排名</strong>表明FFAI在短期、中期和长期内保持疲软的价格趋势。</blockquote></p><p> <figure><img decoding=\"async\" height=\"116\" loading=\"lazy\" sizes=\"(max-width: 761px) 100vw, 761px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/07032402/FFAI-EDGE-APRIL-7-.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/07032402/FFAI-EDGE-APRIL-7-.png 761w,https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/07032402/FFAI-EDGE-APRIL-7--300x46.png 300w\" width=\"761\"/></figure> <figure><div> </div></figure> <strong><em>Disclaimer:</em></strong><em> This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p><p><blockquote><figure></figure><figure><div></div></figure><strong><em>免责声明：</em></strong><em>该内容部分是在人工智能工具的帮助下制作的，并由Benzinga编辑审查和发布。</em></blockquote></p><p> <em>Image via Shutterstock</em></p><p><blockquote><em>图片来自Shutterstock</em></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","BK4588":"碎股","BK4585":"ETF&股票定投概念","FFAI":"Faraday Future Intelligent Electric Inc"},"source_url":"https://www.benzinga.com/markets/equities/26/04/51675688/faraday-future-eyes-massive-capital-light-robotics-opportunity-as-president-jerry-wang-touts-ev-startups-first-mover-advantage","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2625937982","content_text":"Faraday Future Intelligent Electric Inc. (NASDAQ:FFAI) is aggressively expanding beyond electric vehicles into the booming robotics market, positioning itself as a pioneer in an embodied AI ecosystem that President Jerry Wang projects could reach $30 trillion in value.\nSeizing A Multi-Trillion Dollar Opportunity\nIn an exclusive interview with Benzinga, Wang detailed the strategic evolution driving the California-based company.\nObserving industry-wide trends, Faraday Future is deploying humanoid and quadruped robots into real-world environments like retail and education. This strategy is centered on capturing invaluable data to train its AI models, mirroring the data-gathering approach used in autonomous driving.\n“We’re talking about like 10 trillion, 20 trillion, 30 trillion dollar value market potential in the next five to 10 years,” Wang stated. “Whoever captures this market first has the ‘first mover’ advantage, which is Faraday Future.”\n‘Capital Light’ Scaling And Early Traction\nUnlike the highly capital-intensive automotive sector—which Wang noted requires hundreds of millions of dollars just to launch—the robotics segment offers a much faster path to profitability.\nFaraday Future is already seeing robust early demand, securing over 1,000 reservations and delivering more than 20 robots within a single month.\nCrucially, these robotic deliveries are generating a “positive gross margin.” Wang emphasized that this “capital light” and asset-efficient approach allows the company to rapidly scale operations while conservatively managing cash flow.\nFurthermore, Faraday Future's strict adherence to U.S. FCC regulatory compliance provides a distinct competitive moat for stateside deployments.\nA Natural Expansion Beyond EVs\nRather than abandoning its automotive roots, Wang described the move as a “natural expansion.” In his view, intelligent vehicles are simply a “subset of the robotics” designed to transport humans.\nBy merging the training capabilities, supply chains, and software of both divisions, FFAI aims to create a unified embodied AI brain. Looking ahead, the company has updated its projections, targeting the delivery of roughly 1,000 robots to the U.S. market by 2026, advancing alongside its EV ambitions.\nFaraday Future Underperforms In 2026\nFFAI has declined 78.23% year-to-date, while the Nasdaq Composite index fell 5.33% during the same period. It was lower by 86.29% in the last six months and 79.99% over the year. \nThe stock closed Monday 5.89% lower at $0.2221 a-piece. It was 3.33% higher in premarket on Tuesday. Benzinga’s Edge Stock Rankings indicate that FFAI maintains a weak price trend in the short, medium, and long terms.\n\n\n\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\nImage via Shutterstock","news_type":1,"symbols_score_info":{"FFAI":1.97}},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":547828845105736,"gmtCreate":1774770856374,"gmtModify":1774770858877,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547636263291151","authorIdStr":"3547636263291151"},"themes":[],"title":"","htmlText":"完","listText":"完","text":"完","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547828845105736","repostId":"2622260758","repostType":2,"repost":{"id":"2622260758","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. 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Reports</p><p><blockquote><html><body>据路透社报道，超微计算机向与军方有联系的中国大学出售了装有受限人工智能芯片的服务器</body></html></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"mtnewswires_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>Super Micro Computer Sold Servers With Restricted AI Chips to Military-Linked Chinese Universities, Reuters Reports<blockquote>据路透社报道，超微计算机向与军方有联系的中国大学出售了装有受限人工智能芯片的服务器</blockquote></title>\n<style 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href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 通通山顶站","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 通通山顶站","text":"$美光科技(MU)$ 通通山顶站","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545741743235280","isVote":1,"tweetType":1,"viewCount":850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":581261959688776,"gmtCreate":1782939748863,"gmtModify":1782939750742,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547636263291151","authorIdStr":"3547636263291151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a><v-v data-views=\"0\"></v-v> 撤了撤了， 内部人士疯狂坚持","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a><v-v data-views=\"0\"></v-v> 撤了撤了， 内部人士疯狂坚持","text":"$美光科技(MU)$ 撤了撤了， 内部人士疯狂坚持","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/581261959688776","isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553175327723552,"gmtCreate":1776087216199,"gmtModify":1776087218420,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547636263291151","authorIdStr":"3547636263291151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$</a> 这要搁以前 没骗那么多回的时候，盘前涨14% 大概率收盘都得30%+ .散户兄弟们这两年被坑惨了 都没人跟了","listText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$</a> 这要搁以前 没骗那么多回的时候，盘前涨14% 大概率收盘都得30%+ .散户兄弟们这两年被坑惨了 都没人跟了","text":"$Faraday Future Intelligent Electric Inc(FFAI)$ 这要搁以前 没骗那么多回的时候，盘前涨14% 大概率收盘都得30%+ .散户兄弟们这两年被坑惨了 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href=http://www.zhitongcaijing.com/content/detail/1416905.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，周五，超微电脑(SMCI.US)大跌逾28%，报22.12美元。消息面上，据报道，超微电脑近日卷入违反美国出口管制的走私案件。美国纽约南区联邦检察官办公室起诉公司联合创始人等三人共谋规避出口管制，走私AI服务器。FBI指出，案件涉及数十亿美元AI产品交易，对国家安全构成威胁。目前，联合创始人等两人已遭逮捕。超微电脑声明，已停职涉事人员并终止合作，已完善合规机制，将配合调查。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1416905.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCC":"2倍做多SMCI ETF-Corgi","SMCZ":"2倍做空SMCI ETF-Defiance","SMYY":"GraniteShares YieldBOOST SMCI ETF","BK4588":"碎股","BK4585":"ETF&股票定投概念","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","BK4543":"AI","SMCX":"2倍做多SMCI ETF-Defiance","SMCI":"超微电脑","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4170":"电脑硬件、储存设备及电脑周边","SMCY":"SMCI期权收益策略ETF-YieldMax","SMCL":"2倍做多SMCI 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