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roseking
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IP属地:上海
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roseking
06-19 09:18
特朗普以一人之力一箭四雕拉抬了英特尔英伟达苹果的股价对冲了SPACEX的下跌。不愧是画K线的大作手。
特朗普歪曲事实?美媒曝英特尔高管对苹果达成合作消息感到意外
roseking
06-18 23:34
$SpaceX(SPCX)$
特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。还顺带对冲了SPACEX的下跌,一箭四雕。
roseking
06-18 21:45
特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。还顺带对冲了SPACEX下跌,一箭四雕。
美股异动|英特尔开盘涨超10%创新高,特朗普官宣苹果联手在美造芯
roseking
06-18 21:36
$英特尔(INTC)$
特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。还顺带对冲了SPACEX的下跌,一箭四雕。
roseking
06-18 21:34
特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。
特朗普:我决定帮助英特尔,因为我们需要在美国设计和制造的芯片
roseking
06-18 21:17
$英特尔(INTC)$
特朗普的关系户啊
roseking
06-18 20:46
特朗普炒股票画K线
美股盘前|今晚迎来史上最大“四巫日”!英特尔获特朗普发“利好”大涨逾9%
roseking
06-18 18:58
扩产至少三年,那时候黄花菜都凉透了
半导体扩产全面提速,晶圆设备周期迎来重估!
roseking
06-16
$SpaceX(SPCX)$
最近科技投资圈流传着一个杀人诛心的段子:“嫁给特斯拉两年,竟然还没有和 SpaceX ‘睡’两夜来得快活。”
roseking
06-16
人就是这样,死之前两手拼命抓,死的时候两手一松啥也带不走。
特朗普:在我卸任之时,美国或将掌控超五成芯片产业
roseking
06-16
$SpaceX(SPCX)$
看看到底能涨多少,牛顿说他也不要理解人类的疯狂。
roseking
06-16
抢钱大战开始黄皮子开始抢钱了
超三倍认购!英伟达完成五年来首次公司债发行,筹集250亿美元
roseking
06-16
英伟达领衔舞台十姐妹搞内生经济自我循环自我递归业绩都是假的市盈率极低。
SpaceX市值超特斯拉、Meta,“七巨头”该改名了?
roseking
06-16
$英伟达(NVDA)$
英伟达领衔舞台十姐妹搞内生经济自我循环自我递归业绩都是假的市盈率极低。
roseking
06-13
八姐妹内循环经济
联手打造太空算力?SpaceX刚上市,马斯克就喊话黄仁勋:合作升级!
roseking
06-12
$SpaceX(SPCX)$
俗话说的好,卫星🛰️上天
roseking
06-10
$英伟达(NVDA)$
这长长的下影线麻烦大了,明后天就填实了。
roseking
06-10
疯抢需要这样吗?
马斯克又把资本圈整沸腾了:SpaceX IPO遭2500亿美元疯抢
roseking
06-10
死猫跳而已
标普纳指跌破周五低点:健康重置,还是警告信号?
roseking
06-09
$闪迪(SNDK)$
最后一个崩盘的就是它了
去老虎APP查看更多动态
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06:20","market":"other","language":"zh","title":"特朗普歪曲事实?美媒曝英特尔高管对苹果达成合作消息感到意外","url":"https://stock-news.laohu8.com/highlight/detail?id=2644338130","media":"华尔街见闻","summary":"据报道,苹果与英特尔围绕美国本土芯片制造的讨论已持续数月,目前尚不清楚谈判是否已经达成正式协议。","content":"<html><head></head><body><blockquote><p>据报道,苹果与英特尔围绕美国本土芯片制造的讨论已持续数月,目前尚不清楚谈判是否已经达成正式协议。</p></blockquote><p style=\"text-align: justify;\">特朗普一句苹果与英特尔合作生产芯片的帖子引爆英特尔股价。但最新消息显示,就连英特尔内部高管也对总统的表态感到吃惊。</p><p style=\"text-align: justify;\">美国总统特朗普的一则社交媒体帖子,引发市场对英特尔晶圆代工业务迎来重大突破的乐观情绪。特朗普周四表示,苹果已经同意与英特尔合作,在美国设计和生产芯片,此举将有助于强化美国半导体供应链,也为英特尔带来急需的大客户支持。</p><p style=\"text-align: justify;\">上述利好消息推动英特尔股价大涨。不过,特朗普发帖后,美国新闻网站Semafor援引知情人士报道称,苹果与英特尔确实已就美国本土制造合作进行了数月磋商,但交易状态目前无法确认,更令外界意外的是,部分英特尔高管此前并不知道特朗普将发布这一消息,对他的表态感到吃惊。</p><h2 id=\"id_2171598327\">特朗普突然“官宣”,市场迅速点燃英特尔行情</h2><p style=\"text-align: justify;\">当地时间周四稍早,特朗普在旗下社交媒体发文称:“苹果已同意与英特尔合作,在美国设计和制造芯片。”</p><p style=\"text-align: justify;\">特朗普还表示,这项合作将帮助美国重新夺回半导体制造领导地位,并强调芯片必须在美国本土生产。</p><p style=\"text-align: justify;\">特朗普发帖后,英特尔股价周四跳空高开8.8%,即使传出Semafor的报道也未受影响,收涨逾10%,助推芯片股总体大涨。费城半导体指数一度涨逾6%、创盘中历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e58ef290fcf4ea5de3f002496dc4c2a0\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">英特尔与苹果达成芯片产品合作的消息迅速引发市场热议。投资者认为,如果苹果成为英特尔代工客户,将意味着英特尔Foundry业务获得迄今最具分量的背书。</p><p style=\"text-align: justify;\">近年来,苹果的A系列和M系列芯片主要由台积电代工。对于仍在努力追赶台积电、三星的英特尔而言,若能获得苹果订单,无疑将显著提升其先进制程业务的信誉。</p><h2 id=\"id_3528518769\">双方接触已持续数月,但正式协议仍存疑问</h2><p style=\"text-align: justify;\">不过,据Semafor援引知情人士报道,苹果与英特尔围绕在美国制造部分芯片的讨论其实已经持续数月。消息人士并未透露双方是否已经签署最终协议,也没有说明涉及哪些芯片产品。</p><p style=\"text-align: justify;\">该报道称,一些英特尔高管此前并未获悉特朗普将公开宣布这一合作,因此对特朗普的表态感到意外。</p><p style=\"text-align: justify;\">周四美股盘前,Semafor记者Rohan Goswami在社交媒体上表示:“消息人士称,英特尔和苹果围绕美国制造已经讨论了数月。目前尚不清楚这些谈判进展到了哪一步。英特尔高管对(特朗普)总统的帖子感到意外。”</p><p style=\"text-align: justify;\">这意味着,特朗普的帖子可能早于企业正式披露流程,也可能只是基于双方已有接触而作出的公开表态。</p><h2 id=\"id_3981618949\">英特尔代工业务急需“苹果级客户”</h2><p style=\"text-align: justify;\">对于英特尔而言,获得苹果订单具有象征意义。</p><p style=\"text-align: justify;\">自陈立武担任CEO以来,英特尔一直试图推动公司代工业务Intel Foundry转型,希望将自身打造为美版台积电。特朗普政府也持续将英特尔视为重振美国先进制造业的重要支柱。</p><p style=\"text-align: justify;\">此前已有报道称,英伟达、特斯拉等公司正探索使用英特尔先进制程,而苹果的加入则被视为最具影响力的一步。</p><p style=\"text-align: justify;\">与此同时,AI热潮导致台积电先进产能持续紧张,也促使大型科技公司开始寻求更多供应来源。市场一直猜测苹果可能会在部分产品上增加第二供应商,以降低对台积电的依赖。</p><p style=\"text-align: justify;\">不过,即便双方最终达成合作,业内普遍预计苹果短期内不太可能将核心A系列或M系列处理器全面转向英特尔,更可能先从部分外围芯片、低端处理器或封装业务开始。</p><h2 id=\"id_866447915\">市场仍在等待苹果和英特尔正式确认</h2><p style=\"text-align: justify;\">截至目前,苹果和英特尔均未正式宣布相关合作细节。</p><p style=\"text-align: justify;\">因此,在特朗普“官宣”之后,市场焦点已从“是否会合作”,转向更关键的问题:<strong>双方是否已经签署正式协议,以及苹果究竟会将哪些芯片交由英特尔制造。</strong></p><p style=\"text-align: justify;\">在获得更多官方确认之前,这场被特朗普提前曝光的潜在合作,仍存在不少悬念。</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>特朗普歪曲事实?美媒曝英特尔高管对苹果达成合作消息感到意外</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{ 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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特朗普歪曲事实?美媒曝英特尔高管对苹果达成合作消息感到意外\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-19 06:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>据报道,苹果与英特尔围绕美国本土芯片制造的讨论已持续数月,目前尚不清楚谈判是否已经达成正式协议。</p></blockquote><p style=\"text-align: justify;\">特朗普一句苹果与英特尔合作生产芯片的帖子引爆英特尔股价。但最新消息显示,就连英特尔内部高管也对总统的表态感到吃惊。</p><p style=\"text-align: justify;\">美国总统特朗普的一则社交媒体帖子,引发市场对英特尔晶圆代工业务迎来重大突破的乐观情绪。特朗普周四表示,苹果已经同意与英特尔合作,在美国设计和生产芯片,此举将有助于强化美国半导体供应链,也为英特尔带来急需的大客户支持。</p><p style=\"text-align: justify;\">上述利好消息推动英特尔股价大涨。不过,特朗普发帖后,美国新闻网站Semafor援引知情人士报道称,苹果与英特尔确实已就美国本土制造合作进行了数月磋商,但交易状态目前无法确认,更令外界意外的是,部分英特尔高管此前并不知道特朗普将发布这一消息,对他的表态感到吃惊。</p><h2 id=\"id_2171598327\">特朗普突然“官宣”,市场迅速点燃英特尔行情</h2><p style=\"text-align: justify;\">当地时间周四稍早,特朗普在旗下社交媒体发文称:“苹果已同意与英特尔合作,在美国设计和制造芯片。”</p><p style=\"text-align: justify;\">特朗普还表示,这项合作将帮助美国重新夺回半导体制造领导地位,并强调芯片必须在美国本土生产。</p><p style=\"text-align: justify;\">特朗普发帖后,英特尔股价周四跳空高开8.8%,即使传出Semafor的报道也未受影响,收涨逾10%,助推芯片股总体大涨。费城半导体指数一度涨逾6%、创盘中历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e58ef290fcf4ea5de3f002496dc4c2a0\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">英特尔与苹果达成芯片产品合作的消息迅速引发市场热议。投资者认为,如果苹果成为英特尔代工客户,将意味着英特尔Foundry业务获得迄今最具分量的背书。</p><p style=\"text-align: justify;\">近年来,苹果的A系列和M系列芯片主要由台积电代工。对于仍在努力追赶台积电、三星的英特尔而言,若能获得苹果订单,无疑将显著提升其先进制程业务的信誉。</p><h2 id=\"id_3528518769\">双方接触已持续数月,但正式协议仍存疑问</h2><p style=\"text-align: justify;\">不过,据Semafor援引知情人士报道,苹果与英特尔围绕在美国制造部分芯片的讨论其实已经持续数月。消息人士并未透露双方是否已经签署最终协议,也没有说明涉及哪些芯片产品。</p><p style=\"text-align: justify;\">该报道称,一些英特尔高管此前并未获悉特朗普将公开宣布这一合作,因此对特朗普的表态感到意外。</p><p style=\"text-align: justify;\">周四美股盘前,Semafor记者Rohan Goswami在社交媒体上表示:“消息人士称,英特尔和苹果围绕美国制造已经讨论了数月。目前尚不清楚这些谈判进展到了哪一步。英特尔高管对(特朗普)总统的帖子感到意外。”</p><p style=\"text-align: justify;\">这意味着,特朗普的帖子可能早于企业正式披露流程,也可能只是基于双方已有接触而作出的公开表态。</p><h2 id=\"id_3981618949\">英特尔代工业务急需“苹果级客户”</h2><p style=\"text-align: justify;\">对于英特尔而言,获得苹果订单具有象征意义。</p><p style=\"text-align: justify;\">自陈立武担任CEO以来,英特尔一直试图推动公司代工业务Intel Foundry转型,希望将自身打造为美版台积电。特朗普政府也持续将英特尔视为重振美国先进制造业的重要支柱。</p><p style=\"text-align: justify;\">此前已有报道称,英伟达、特斯拉等公司正探索使用英特尔先进制程,而苹果的加入则被视为最具影响力的一步。</p><p style=\"text-align: justify;\">与此同时,AI热潮导致台积电先进产能持续紧张,也促使大型科技公司开始寻求更多供应来源。市场一直猜测苹果可能会在部分产品上增加第二供应商,以降低对台积电的依赖。</p><p style=\"text-align: justify;\">不过,即便双方最终达成合作,业内普遍预计苹果短期内不太可能将核心A系列或M系列处理器全面转向英特尔,更可能先从部分外围芯片、低端处理器或封装业务开始。</p><h2 id=\"id_866447915\">市场仍在等待苹果和英特尔正式确认</h2><p style=\"text-align: justify;\">截至目前,苹果和英特尔均未正式宣布相关合作细节。</p><p style=\"text-align: justify;\">因此,在特朗普“官宣”之后,市场焦点已从“是否会合作”,转向更关键的问题:<strong>双方是否已经签署正式协议,以及苹果究竟会将哪些芯片交由英特尔制造。</strong></p><p style=\"text-align: justify;\">在获得更多官方确认之前,这场被特朗普提前曝光的潜在合作,仍存在不少悬念。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3775051","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2644338130","content_text":"据报道,苹果与英特尔围绕美国本土芯片制造的讨论已持续数月,目前尚不清楚谈判是否已经达成正式协议。特朗普一句苹果与英特尔合作生产芯片的帖子引爆英特尔股价。但最新消息显示,就连英特尔内部高管也对总统的表态感到吃惊。美国总统特朗普的一则社交媒体帖子,引发市场对英特尔晶圆代工业务迎来重大突破的乐观情绪。特朗普周四表示,苹果已经同意与英特尔合作,在美国设计和生产芯片,此举将有助于强化美国半导体供应链,也为英特尔带来急需的大客户支持。上述利好消息推动英特尔股价大涨。不过,特朗普发帖后,美国新闻网站Semafor援引知情人士报道称,苹果与英特尔确实已就美国本土制造合作进行了数月磋商,但交易状态目前无法确认,更令外界意外的是,部分英特尔高管此前并不知道特朗普将发布这一消息,对他的表态感到吃惊。特朗普突然“官宣”,市场迅速点燃英特尔行情当地时间周四稍早,特朗普在旗下社交媒体发文称:“苹果已同意与英特尔合作,在美国设计和制造芯片。”特朗普还表示,这项合作将帮助美国重新夺回半导体制造领导地位,并强调芯片必须在美国本土生产。特朗普发帖后,英特尔股价周四跳空高开8.8%,即使传出Semafor的报道也未受影响,收涨逾10%,助推芯片股总体大涨。费城半导体指数一度涨逾6%、创盘中历史新高。英特尔与苹果达成芯片产品合作的消息迅速引发市场热议。投资者认为,如果苹果成为英特尔代工客户,将意味着英特尔Foundry业务获得迄今最具分量的背书。近年来,苹果的A系列和M系列芯片主要由台积电代工。对于仍在努力追赶台积电、三星的英特尔而言,若能获得苹果订单,无疑将显著提升其先进制程业务的信誉。双方接触已持续数月,但正式协议仍存疑问不过,据Semafor援引知情人士报道,苹果与英特尔围绕在美国制造部分芯片的讨论其实已经持续数月。消息人士并未透露双方是否已经签署最终协议,也没有说明涉及哪些芯片产品。该报道称,一些英特尔高管此前并未获悉特朗普将公开宣布这一合作,因此对特朗普的表态感到意外。周四美股盘前,Semafor记者Rohan Goswami在社交媒体上表示:“消息人士称,英特尔和苹果围绕美国制造已经讨论了数月。目前尚不清楚这些谈判进展到了哪一步。英特尔高管对(特朗普)总统的帖子感到意外。”这意味着,特朗普的帖子可能早于企业正式披露流程,也可能只是基于双方已有接触而作出的公开表态。英特尔代工业务急需“苹果级客户”对于英特尔而言,获得苹果订单具有象征意义。自陈立武担任CEO以来,英特尔一直试图推动公司代工业务Intel Foundry转型,希望将自身打造为美版台积电。特朗普政府也持续将英特尔视为重振美国先进制造业的重要支柱。此前已有报道称,英伟达、特斯拉等公司正探索使用英特尔先进制程,而苹果的加入则被视为最具影响力的一步。与此同时,AI热潮导致台积电先进产能持续紧张,也促使大型科技公司开始寻求更多供应来源。市场一直猜测苹果可能会在部分产品上增加第二供应商,以降低对台积电的依赖。不过,即便双方最终达成合作,业内普遍预计苹果短期内不太可能将核心A系列或M系列处理器全面转向英特尔,更可能先从部分外围芯片、低端处理器或封装业务开始。市场仍在等待苹果和英特尔正式确认截至目前,苹果和英特尔均未正式宣布相关合作细节。因此,在特朗普“官宣”之后,市场焦点已从“是否会合作”,转向更关键的问题:双方是否已经签署正式协议,以及苹果究竟会将哪些芯片交由英特尔制造。在获得更多官方确认之前,这场被特朗普提前曝光的潜在合作,仍存在不少悬念。","news_type":1,"symbols_score_info":{"AAPU":0.6,"AAPW":0.6,"AAPL":1.93,"LINT":0.6,"AAPX":0.6,"INTC":1.96,"APLY":0.6,"INTW":0.6,"AAPY":0.6,"AAPB":0.6,"AAPD":0.6}},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576607477019544,"gmtCreate":1781796861306,"gmtModify":1781796993357,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547669272572533","authorIdStr":"3547669272572533"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。还顺带对冲了SPACEX的下跌,一箭四雕。","listText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。还顺带对冲了SPACEX的下跌,一箭四雕。","text":"$SpaceX(SPCX)$ 特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。还顺带对冲了SPACEX的下跌,一箭四雕。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576607477019544","isVote":1,"tweetType":1,"viewCount":4286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576581004629288,"gmtCreate":1781790332667,"gmtModify":1781791913967,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547669272572533","authorIdStr":"3547669272572533"},"themes":[],"title":"","htmlText":"特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。还顺带对冲了SPACEX下跌,一箭四雕。","listText":"特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。还顺带对冲了SPACEX下跌,一箭四雕。","text":"特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。还顺带对冲了SPACEX下跌,一箭四雕。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576581004629288","repostId":"1118885505","repostType":4,"repost":{"id":"1118885505","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1781789864,"share":"https://www.laohu8.com/m/news/1118885505?lang=zh_CN&edition=full","pubTime":"2026-06-18 21:37","market":"us","language":"zh","title":"美股异动|英特尔开盘涨超10%创新高,特朗普官宣苹果联手在美造芯","url":"https://stock-news.laohu8.com/highlight/detail?id=1118885505","media":"老虎资讯综合","summary":"受美伊签署谅解备忘录提振市场情绪。英特尔开盘大涨超10%,股价创历史新高。","content":"<html><head></head><body><p style=\"text-align: left;\">受美伊签署谅解备忘录提振,美股三大指数周四集体高开。 <a href=\"https://laohu8.com/S/INTC\">英特尔</a>成为开盘阶段最耀眼的明星,股价大涨超10%创下历史新高。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bd893f4edddb6a04da8c3e92c1957c39\" data-align=\"center\" tg-width=\"702\" tg-height=\"168\"/><span></span></p><p style=\"text-align: left;\"></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股异动|英特尔开盘涨超10%创新高,特朗普官宣苹果联手在美造芯</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{ 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股异动|英特尔开盘涨超10%创新高,特朗普官宣苹果联手在美造芯\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-06-18 21:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">受美伊签署谅解备忘录提振,美股三大指数周四集体高开。 <a href=\"https://laohu8.com/S/INTC\">英特尔</a>成为开盘阶段最耀眼的明星,股价大涨超10%创下历史新高。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bd893f4edddb6a04da8c3e92c1957c39\" data-align=\"center\" tg-width=\"702\" tg-height=\"168\"/><span></span></p><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/16c8dc32211418f9d7727a5f16195857","relate_stocks":{"LINT":"Direxion Daily INTC Bull 2X ETF","INTW":"2倍做多INTC ETF-GraniteShares","INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118885505","content_text":"受美伊签署谅解备忘录提振,美股三大指数周四集体高开。 英特尔成为开盘阶段最耀眼的明星,股价大涨超10%创下历史新高。","news_type":1,"symbols_score_info":{"LINT":0.6,"INTW":0.6,"INTC":2}},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576578838119616,"gmtCreate":1781789802040,"gmtModify":1781791891614,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547669272572533","authorIdStr":"3547669272572533"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。还顺带对冲了SPACEX的下跌,一箭四雕。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。还顺带对冲了SPACEX的下跌,一箭四雕。","text":"$英特尔(INTC)$ 特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。还顺带对冲了SPACEX的下跌,一箭四雕。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576578838119616","isVote":1,"tweetType":1,"viewCount":1056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576578266002920,"gmtCreate":1781789667155,"gmtModify":1781789801425,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547669272572533","authorIdStr":"3547669272572533"},"themes":[],"title":"","htmlText":"特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。","listText":"特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。","text":"特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576578266002920","repostId":"1164114532","repostType":2,"repost":{"id":"1164114532","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1781758855,"share":"https://www.laohu8.com/m/news/1164114532?lang=zh_CN&edition=full","pubTime":"2026-06-18 13:00","market":"us","language":"zh","title":"特朗普:我决定帮助英特尔,因为我们需要在美国设计和制造的芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=1164114532","media":"老虎资讯综合","summary":"英特尔夜盘急升超7%。消息面上,美国总统特朗普发文称,我决定帮助英特尔,因为我们需要在美国设计和制造我们的芯片。首先,我们引入了英伟达,他们同意与英特尔合作制造他们的第一层级芯片。其次,马斯克同意建造他的TerraFab,这是全球芯片工厂,与英特尔的技术团队共同设计。最后,苹果公司已同意与英特尔合作,在美国设计和制造其芯片。我们决定帮助英特尔,以换取其10%的股份。","content":"<html><head></head><body><p style=\"text-align: left;\">英特尔夜盘急升超7%。消息面上,美国总统特朗普发文称,我决定帮助英特尔,因为我们需要在美国设计和制造我们的芯片。</p><p style=\"text-align: left;\">首先,我们引入了<strong>英伟达</strong>,他们同意与英特尔合作制造他们的第一层级芯片。其次,马斯克同意建造他的TerraFab,这是全球芯片工厂,与英特尔的技术团队共同设计。最后,<strong>苹果</strong>公司已同意与英特尔合作,在美国设计和制造其芯片。我们决定帮助英特尔,以换取其10%的股份。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fcdc499e0f642ebc2a0f2d78be29725f\" data-align=\"center\" tg-width=\"526\" tg-height=\"181\"/><span></span></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>特朗普:我决定帮助英特尔,因为我们需要在美国设计和制造的芯片</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{ 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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特朗普:我决定帮助英特尔,因为我们需要在美国设计和制造的芯片\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-06-18 13:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">英特尔夜盘急升超7%。消息面上,美国总统特朗普发文称,我决定帮助英特尔,因为我们需要在美国设计和制造我们的芯片。</p><p style=\"text-align: left;\">首先,我们引入了<strong>英伟达</strong>,他们同意与英特尔合作制造他们的第一层级芯片。其次,马斯克同意建造他的TerraFab,这是全球芯片工厂,与英特尔的技术团队共同设计。最后,<strong>苹果</strong>公司已同意与英特尔合作,在美国设计和制造其芯片。我们决定帮助英特尔,以换取其10%的股份。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fcdc499e0f642ebc2a0f2d78be29725f\" data-align=\"center\" tg-width=\"526\" tg-height=\"181\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e58fcd4a67c330616cf11ed02c0ac7c5","relate_stocks":{"LINT":"Direxion Daily INTC Bull 2X ETF","INTW":"2倍做多INTC ETF-GraniteShares","INTC":"英特尔","04335":"英特尔-T"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164114532","content_text":"英特尔夜盘急升超7%。消息面上,美国总统特朗普发文称,我决定帮助英特尔,因为我们需要在美国设计和制造我们的芯片。首先,我们引入了英伟达,他们同意与英特尔合作制造他们的第一层级芯片。其次,马斯克同意建造他的TerraFab,这是全球芯片工厂,与英特尔的技术团队共同设计。最后,苹果公司已同意与英特尔合作,在美国设计和制造其芯片。我们决定帮助英特尔,以换取其10%的股份。","news_type":1,"symbols_score_info":{"INTC":2,"INTW":0.6,"04335":2,"LINT":0.6}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576574044148064,"gmtCreate":1781788620454,"gmtModify":1781789792484,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547669272572533","authorIdStr":"3547669272572533"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 特朗普的关系户啊","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 特朗普的关系户啊","text":"$英特尔(INTC)$ 特朗普的关系户啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576574044148064","isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576566196564064,"gmtCreate":1781786803046,"gmtModify":1781788100905,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547669272572533","authorIdStr":"3547669272572533"},"themes":[],"title":"","htmlText":"特朗普炒股票画K线","listText":"特朗普炒股票画K线","text":"特朗普炒股票画K线","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576566196564064","repostId":"1124785052","repostType":4,"repost":{"id":"1124785052","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1781785414,"share":"https://www.laohu8.com/m/news/1124785052?lang=zh_CN&edition=full","pubTime":"2026-06-18 20:23","market":"hk","language":"zh","title":"美股盘前|今晚迎来史上最大“四巫日”!英特尔获特朗普发“利好”大涨逾9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1124785052","media":"老虎资讯综合","summary":"在美联储按兵不动并暗示年内仍可能加息的背景下,资金继续追逐成长与科技龙头,场内对AI产业链的高景气预期未见降温。","content":"<html><head></head><body><h2 style=\"text-align: left;\"><strong>01 股市</strong></h2><p style=\"text-align: left;\"><strong>截至6月18日,美股三大期指全线反弹。</strong>道琼斯指数期货最新报<strong>52,113点</strong>,上涨<strong>0.33%</strong>;标普500指数期货报<strong>7546点</strong>,涨<strong>0.71%</strong>;纳斯达克100指数期货升至<strong>30432点</strong>,涨幅<strong>1.45%</strong>。在美联储按兵不动并暗示年内仍可能加息的背景下,资金继续追逐成长与科技龙头,场内对AI产业链的高景气预期未见降温。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8fd59571ebeb1ffd2214d0a3103f25e5\" data-align=\"center\" tg-width=\"473\" tg-height=\"112\"/><span></span></p><p style=\"text-align: left;\"><strong>热门股异动方面:</strong>受“苹果将联手英特尔在美造芯”消息刺激,<strong>英特尔(INTC)盘前劲升9.55%</strong>;存储价格上调预期带动板块普涨,<strong>美光科技(MU)涨4.73%</strong>、<strong>西部数据(WDC)涨6.07%</strong>、<strong>慧荣科技(SIMO)涨5.11%</strong>。AI云服务商<strong>NEBIUS(NBIS)续涨4.52%</strong>,并创历史高位;受短期交易热潮影响,<strong>SpaceX(SPCX)盘前高位波动</strong>,期权与杠杆 ETF 交投再创新纪录。</p><p style=\"text-align: left;\"><strong>中概股方面:</strong>板块分化显著,<strong>阿里巴巴</strong>小幅回落<strong>1.20%</strong>,<strong>小鹏汽车</strong>回吐<strong>2.67%</strong>,而<strong>百度</strong>稳步走高<strong>1.51%</strong>;半导体链条受海外积极预期支撑,<strong>台积电</strong>盘前上涨<strong>1.34%</strong>,<strong>联电</strong>拉升<strong>8.00%</strong>。</p><h2 style=\"text-align: left;\"><strong>02 其他市场</strong></h2><p style=\"text-align: left;\"><strong>6月18日十年美债收益率下降0.04%,最新收益率为4.46%</strong>。</p><p style=\"text-align: left;\"><strong>6月18日美元兑离岸人民币下降0.0264%,报6.82;美元兑港币上升0.0242%,报7.84</strong>。</p><p style=\"text-align: left;\"><strong>6月18日美元指数上升0.4085%,报100.78</strong>。</p><p style=\"text-align: left;\"><strong>6月18日美原油主连期货下降1.63%,报74.77美元/桶;纽约金主连期货下降2.76%,报4,260.40美元/盎司</strong>。</p><h2 style=\"text-align: left;\"><strong>03 要闻</strong></h2><p style=\"text-align: left;\"><strong>8.3万亿美元期权即将“核爆”到期!史上最大“三巫日”撞上养老基金再平衡,美股面临系统性头寸重置</strong></p><p style=\"text-align: left;\">Citadel Securities股票及股票衍生品策略主管鲁布纳表示,美股市场正迎来年内最为关键的技术性仓位调整窗口之一。未来两周,市场走势将更多由交易机制驱动,而非基本面因素主导。首个重大技术事件——6月“三巫日”即将登场。 当前期权未平仓合约量已创历史新高,相当于全部上市期权的28%将在当天到期,这将是史上规模最大的期权到期事件。约8.3万亿美元的美国期权敞口将集中出清,较去年12月创下的7.1万亿美元前纪录高出18%。</p><p style=\"text-align: left;\"><strong>Energy Fuels盘前大涨17% 与五角大楼签署7.25亿美元贷款承诺协议</strong></p><p style=\"text-align: left;\">美股稀土概念股Energy Fuels盘前大涨17%。消息面上,美国国防部与Energy Fuels签署7.25亿美元贷款承诺协议。</p><p style=\"text-align: left;\">1. <strong>埃森哲宣布41.8亿美元收购三家网络安全公司并下调全年收入指引</strong>。收购对象包括Dragos控股权及runZero与NetRise的全部股权,合并后每年可新增约2.08亿美元经常性收入;同时公司把全年营收增长上限由5%调低至4%,并给出弱于市场的下一财季预估,引发盘前股价一度跳水。</p><p style=\"text-align: left;\">2. <strong>苹果与英特尔达成在美联合设计与制造芯片协议</strong>。相关合作由美国政府撮合并伴随对英特尔10%股权的国家投资,旨在强化本土半导体供应链并减轻苹果对单一代工厂的依赖;受此利好,英特尔盘前股价大幅攀升。</p><p style=\"text-align: left;\">3. <strong>Nebius全资收购Eigen AI并斥资6.43亿美元</strong>。交易完成后,Nebius将把Eigen AI团队迁入旧金山湾区,打造北美研发中心,进一步增强其Token Factory等AI托管推理产品竞争力。</p><p style=\"text-align: left;\">4. <strong>Rumble斥资收购Northern Data并更名“RUM集团”</strong>。公司将增设人工智能与视频两大事业部,并整合22,000块英伟达H100/H200芯片与250 兆瓦电力资源,管理层预计未来AI云业务将成为主要收入来源。</p><p style=\"text-align: left;\">5. <strong>希捷科技高管集中“卖股缴税”引发市场关注</strong>。公司披露多名核心管理层在限制性股票归属后出售部分股份以履行税务义务,官方强调系常规操作,对基本面无负面影响。</p><p style=\"text-align: left;\">6. <strong>Aletheia Capital发布报告大幅上调DRAM与HBM价格预期</strong>。研究指出内存将在AI硬件价值占比快速提升,预计2026年三季度DRAM均价将较当前再升30%,刺激西部数据、美光等存储股盘前集体上涨。</p><p style=\"text-align: left;\">7. <strong>摩根大通上调全球半导体设备市场三年增速预估</strong>。该行预计2026–2028年晶圆厂设备支出连续保持双位数增长,反映云计算与AI基础设施投资加速向上游设备厂商外溢并提振资本开支。</p><p style=\"text-align: left;\">8. <strong>美联储维持联邦基金利率区间在3.5%–3.75%并上修长期利率预测</strong>。最新经济预测显示年内仍存在加息可能,主席发出继续遏制通胀的信号,引发短端美债收益率上行并带动市场对10月加息的预期升温。</p><p style=\"text-align: left;\">9. <strong>高盛副董事长卡普兰警告若通胀顽固美联储或在秋季再次加息</strong>。他称若未来数据无明显降温,9月开始连升利率将是更合理的选择,并提示市场需做好连续行动准备。</p><p style=\"text-align: left;\">10. <strong>英国央行以7比2投票维持基准利率在3.75%</strong>。委员会指出英国经济在上半年保持约0.2%季度增速,决策层认为当前政策立场仍适宜对抗通胀压力,同时暗示后续将依数据决定政策方向。</p><p style=\"text-align: left;\">资料来源:公开市场数据</p><p style=\"text-align: left;\">免责声明:本内容仅供参考,不构成任何投资建议</p><p style=\"text-align: left;\"></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股盘前|今晚迎来史上最大“四巫日”!英特尔获特朗普发“利好”大涨逾9%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股盘前|今晚迎来史上最大“四巫日”!英特尔获特朗普发“利好”大涨逾9%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-06-18 20:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 style=\"text-align: left;\"><strong>01 股市</strong></h2><p style=\"text-align: left;\"><strong>截至6月18日,美股三大期指全线反弹。</strong>道琼斯指数期货最新报<strong>52,113点</strong>,上涨<strong>0.33%</strong>;标普500指数期货报<strong>7546点</strong>,涨<strong>0.71%</strong>;纳斯达克100指数期货升至<strong>30432点</strong>,涨幅<strong>1.45%</strong>。在美联储按兵不动并暗示年内仍可能加息的背景下,资金继续追逐成长与科技龙头,场内对AI产业链的高景气预期未见降温。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8fd59571ebeb1ffd2214d0a3103f25e5\" data-align=\"center\" tg-width=\"473\" tg-height=\"112\"/><span></span></p><p style=\"text-align: left;\"><strong>热门股异动方面:</strong>受“苹果将联手英特尔在美造芯”消息刺激,<strong>英特尔(INTC)盘前劲升9.55%</strong>;存储价格上调预期带动板块普涨,<strong>美光科技(MU)涨4.73%</strong>、<strong>西部数据(WDC)涨6.07%</strong>、<strong>慧荣科技(SIMO)涨5.11%</strong>。AI云服务商<strong>NEBIUS(NBIS)续涨4.52%</strong>,并创历史高位;受短期交易热潮影响,<strong>SpaceX(SPCX)盘前高位波动</strong>,期权与杠杆 ETF 交投再创新纪录。</p><p style=\"text-align: left;\"><strong>中概股方面:</strong>板块分化显著,<strong>阿里巴巴</strong>小幅回落<strong>1.20%</strong>,<strong>小鹏汽车</strong>回吐<strong>2.67%</strong>,而<strong>百度</strong>稳步走高<strong>1.51%</strong>;半导体链条受海外积极预期支撑,<strong>台积电</strong>盘前上涨<strong>1.34%</strong>,<strong>联电</strong>拉升<strong>8.00%</strong>。</p><h2 style=\"text-align: left;\"><strong>02 其他市场</strong></h2><p style=\"text-align: left;\"><strong>6月18日十年美债收益率下降0.04%,最新收益率为4.46%</strong>。</p><p style=\"text-align: left;\"><strong>6月18日美元兑离岸人民币下降0.0264%,报6.82;美元兑港币上升0.0242%,报7.84</strong>。</p><p style=\"text-align: left;\"><strong>6月18日美元指数上升0.4085%,报100.78</strong>。</p><p style=\"text-align: left;\"><strong>6月18日美原油主连期货下降1.63%,报74.77美元/桶;纽约金主连期货下降2.76%,报4,260.40美元/盎司</strong>。</p><h2 style=\"text-align: left;\"><strong>03 要闻</strong></h2><p style=\"text-align: left;\"><strong>8.3万亿美元期权即将“核爆”到期!史上最大“三巫日”撞上养老基金再平衡,美股面临系统性头寸重置</strong></p><p style=\"text-align: left;\">Citadel Securities股票及股票衍生品策略主管鲁布纳表示,美股市场正迎来年内最为关键的技术性仓位调整窗口之一。未来两周,市场走势将更多由交易机制驱动,而非基本面因素主导。首个重大技术事件——6月“三巫日”即将登场。 当前期权未平仓合约量已创历史新高,相当于全部上市期权的28%将在当天到期,这将是史上规模最大的期权到期事件。约8.3万亿美元的美国期权敞口将集中出清,较去年12月创下的7.1万亿美元前纪录高出18%。</p><p style=\"text-align: left;\"><strong>Energy Fuels盘前大涨17% 与五角大楼签署7.25亿美元贷款承诺协议</strong></p><p style=\"text-align: left;\">美股稀土概念股Energy Fuels盘前大涨17%。消息面上,美国国防部与Energy Fuels签署7.25亿美元贷款承诺协议。</p><p style=\"text-align: left;\">1. <strong>埃森哲宣布41.8亿美元收购三家网络安全公司并下调全年收入指引</strong>。收购对象包括Dragos控股权及runZero与NetRise的全部股权,合并后每年可新增约2.08亿美元经常性收入;同时公司把全年营收增长上限由5%调低至4%,并给出弱于市场的下一财季预估,引发盘前股价一度跳水。</p><p style=\"text-align: left;\">2. <strong>苹果与英特尔达成在美联合设计与制造芯片协议</strong>。相关合作由美国政府撮合并伴随对英特尔10%股权的国家投资,旨在强化本土半导体供应链并减轻苹果对单一代工厂的依赖;受此利好,英特尔盘前股价大幅攀升。</p><p style=\"text-align: left;\">3. <strong>Nebius全资收购Eigen AI并斥资6.43亿美元</strong>。交易完成后,Nebius将把Eigen AI团队迁入旧金山湾区,打造北美研发中心,进一步增强其Token Factory等AI托管推理产品竞争力。</p><p style=\"text-align: left;\">4. <strong>Rumble斥资收购Northern Data并更名“RUM集团”</strong>。公司将增设人工智能与视频两大事业部,并整合22,000块英伟达H100/H200芯片与250 兆瓦电力资源,管理层预计未来AI云业务将成为主要收入来源。</p><p style=\"text-align: left;\">5. <strong>希捷科技高管集中“卖股缴税”引发市场关注</strong>。公司披露多名核心管理层在限制性股票归属后出售部分股份以履行税务义务,官方强调系常规操作,对基本面无负面影响。</p><p style=\"text-align: left;\">6. <strong>Aletheia Capital发布报告大幅上调DRAM与HBM价格预期</strong>。研究指出内存将在AI硬件价值占比快速提升,预计2026年三季度DRAM均价将较当前再升30%,刺激西部数据、美光等存储股盘前集体上涨。</p><p style=\"text-align: left;\">7. <strong>摩根大通上调全球半导体设备市场三年增速预估</strong>。该行预计2026–2028年晶圆厂设备支出连续保持双位数增长,反映云计算与AI基础设施投资加速向上游设备厂商外溢并提振资本开支。</p><p style=\"text-align: left;\">8. <strong>美联储维持联邦基金利率区间在3.5%–3.75%并上修长期利率预测</strong>。最新经济预测显示年内仍存在加息可能,主席发出继续遏制通胀的信号,引发短端美债收益率上行并带动市场对10月加息的预期升温。</p><p style=\"text-align: left;\">9. <strong>高盛副董事长卡普兰警告若通胀顽固美联储或在秋季再次加息</strong>。他称若未来数据无明显降温,9月开始连升利率将是更合理的选择,并提示市场需做好连续行动准备。</p><p style=\"text-align: left;\">10. <strong>英国央行以7比2投票维持基准利率在3.75%</strong>。委员会指出英国经济在上半年保持约0.2%季度增速,决策层认为当前政策立场仍适宜对抗通胀压力,同时暗示后续将依数据决定政策方向。</p><p style=\"text-align: left;\">资料来源:公开市场数据</p><p style=\"text-align: left;\">免责声明:本内容仅供参考,不构成任何投资建议</p><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124785052","content_text":"01 股市截至6月18日,美股三大期指全线反弹。道琼斯指数期货最新报52,113点,上涨0.33%;标普500指数期货报7546点,涨0.71%;纳斯达克100指数期货升至30432点,涨幅1.45%。在美联储按兵不动并暗示年内仍可能加息的背景下,资金继续追逐成长与科技龙头,场内对AI产业链的高景气预期未见降温。热门股异动方面:受“苹果将联手英特尔在美造芯”消息刺激,英特尔(INTC)盘前劲升9.55%;存储价格上调预期带动板块普涨,美光科技(MU)涨4.73%、西部数据(WDC)涨6.07%、慧荣科技(SIMO)涨5.11%。AI云服务商NEBIUS(NBIS)续涨4.52%,并创历史高位;受短期交易热潮影响,SpaceX(SPCX)盘前高位波动,期权与杠杆 ETF 交投再创新纪录。中概股方面:板块分化显著,阿里巴巴小幅回落1.20%,小鹏汽车回吐2.67%,而百度稳步走高1.51%;半导体链条受海外积极预期支撑,台积电盘前上涨1.34%,联电拉升8.00%。02 其他市场6月18日十年美债收益率下降0.04%,最新收益率为4.46%。6月18日美元兑离岸人民币下降0.0264%,报6.82;美元兑港币上升0.0242%,报7.84。6月18日美元指数上升0.4085%,报100.78。6月18日美原油主连期货下降1.63%,报74.77美元/桶;纽约金主连期货下降2.76%,报4,260.40美元/盎司。03 要闻8.3万亿美元期权即将“核爆”到期!史上最大“三巫日”撞上养老基金再平衡,美股面临系统性头寸重置Citadel Securities股票及股票衍生品策略主管鲁布纳表示,美股市场正迎来年内最为关键的技术性仓位调整窗口之一。未来两周,市场走势将更多由交易机制驱动,而非基本面因素主导。首个重大技术事件——6月“三巫日”即将登场。 当前期权未平仓合约量已创历史新高,相当于全部上市期权的28%将在当天到期,这将是史上规模最大的期权到期事件。约8.3万亿美元的美国期权敞口将集中出清,较去年12月创下的7.1万亿美元前纪录高出18%。Energy Fuels盘前大涨17% 与五角大楼签署7.25亿美元贷款承诺协议美股稀土概念股Energy Fuels盘前大涨17%。消息面上,美国国防部与Energy Fuels签署7.25亿美元贷款承诺协议。1. 埃森哲宣布41.8亿美元收购三家网络安全公司并下调全年收入指引。收购对象包括Dragos控股权及runZero与NetRise的全部股权,合并后每年可新增约2.08亿美元经常性收入;同时公司把全年营收增长上限由5%调低至4%,并给出弱于市场的下一财季预估,引发盘前股价一度跳水。2. 苹果与英特尔达成在美联合设计与制造芯片协议。相关合作由美国政府撮合并伴随对英特尔10%股权的国家投资,旨在强化本土半导体供应链并减轻苹果对单一代工厂的依赖;受此利好,英特尔盘前股价大幅攀升。3. Nebius全资收购Eigen AI并斥资6.43亿美元。交易完成后,Nebius将把Eigen AI团队迁入旧金山湾区,打造北美研发中心,进一步增强其Token Factory等AI托管推理产品竞争力。4. Rumble斥资收购Northern Data并更名“RUM集团”。公司将增设人工智能与视频两大事业部,并整合22,000块英伟达H100/H200芯片与250 兆瓦电力资源,管理层预计未来AI云业务将成为主要收入来源。5. 希捷科技高管集中“卖股缴税”引发市场关注。公司披露多名核心管理层在限制性股票归属后出售部分股份以履行税务义务,官方强调系常规操作,对基本面无负面影响。6. Aletheia Capital发布报告大幅上调DRAM与HBM价格预期。研究指出内存将在AI硬件价值占比快速提升,预计2026年三季度DRAM均价将较当前再升30%,刺激西部数据、美光等存储股盘前集体上涨。7. 摩根大通上调全球半导体设备市场三年增速预估。该行预计2026–2028年晶圆厂设备支出连续保持双位数增长,反映云计算与AI基础设施投资加速向上游设备厂商外溢并提振资本开支。8. 美联储维持联邦基金利率区间在3.5%–3.75%并上修长期利率预测。最新经济预测显示年内仍存在加息可能,主席发出继续遏制通胀的信号,引发短端美债收益率上行并带动市场对10月加息的预期升温。9. 高盛副董事长卡普兰警告若通胀顽固美联储或在秋季再次加息。他称若未来数据无明显降温,9月开始连升利率将是更合理的选择,并提示市场需做好连续行动准备。10. 英国央行以7比2投票维持基准利率在3.75%。委员会指出英国经济在上半年保持约0.2%季度增速,决策层认为当前政策立场仍适宜对抗通胀压力,同时暗示后续将依数据决定政策方向。资料来源:公开市场数据免责声明:本内容仅供参考,不构成任何投资建议","news_type":1,"symbols_score_info":{"SPXU":0.6,"ESmain":1,"VIXY":2,"SDS":0.6,"SQQQ":2,"VIXmain":2,"QQQ":2,"SDOW":0.6,"SPUU":0.6,"UDOW":0.6,"DIA":0.6,"UVIX":0.6,".SPX":2,"MMAX":0.6,"SPYQ":0.6,"SPY":0.6,"SPYU":0.6,"SPYM":0.6,"SVIX":0.6,"TQQQ":2,".DJI":2,"DXD":0.6,"UPRO":0.6,"VXX":2,"HIBL":0.6,"UVXY":0.6,"SPYH":0.6,"IVV":0.6,"SVXY":0.6,"SH":0.6,"DMAX":0.6,"SMAX":0.6,"SPXL":0.6,"DOG":0.6,"YMmain":1,"SPXS":0.6,"DDM":0.6,"VOO":0.6,"NQmain":1,"YSPY":0.6,"SSO":0.6,"VIX":2,".IXIC":2,"SPDN":0.6}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576539720751112,"gmtCreate":1781780317481,"gmtModify":1781781214577,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547669272572533","authorIdStr":"3547669272572533"},"themes":[],"title":"","htmlText":"扩产至少三年,那时候黄花菜都凉透了","listText":"扩产至少三年,那时候黄花菜都凉透了","text":"扩产至少三年,那时候黄花菜都凉透了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576539720751112","repostId":"2644170114","repostType":2,"repost":{"id":"2644170114","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":1781777860,"share":"https://www.laohu8.com/m/news/2644170114?lang=zh_CN&edition=full","pubTime":"2026-06-18 18:17","market":"us","language":"zh","title":"半导体扩产全面提速,晶圆设备周期迎来重估!","url":"https://stock-news.laohu8.com/highlight/detail?id=2644170114","media":"华尔街见闻","summary":"摩根大通报告指出,全球半导体正从“AI芯片牛市”迈向覆盖晶圆厂、存储、先进封装及设备供应商的“扩产牛市”。报告大幅上修晶圆厂设备市场预期,预计2026至2028年市场规模将从1588亿美元增至2373亿美元,连续三年保持双位数增长。核心驱动来自云厂商资本开支激增及存储行业扩产提速。","content":"<html><head></head><body><p>人工智能驱动的全球算力竞赛正进入新阶段,而受益范围已不再局限于GPU厂商。</p>\n<p>据追风交易台,<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>最新半导体行业报告指出,在云计算巨头持续加码AI基础设施、存储行业进入新一轮景气周期、先进制程供给持续紧张的共同推动下,<strong>全球半导体资本开支迎来全面上修</strong>。</p>\n<p>作为反映产业扩张意愿的前瞻性指标,<strong>晶圆厂设备(WFE)市场增长预期大幅提升</strong>,未来三年有望连续保持双位数增长。具体来看,报告将2026年全球WFE市场增速预测从21%上调至28%,2027年从18%上调至29%,并首次预计2028年仍将实现16%的增长。</p>\n<p>如果说过去两年市场交易的是“AI芯片牛市”,那么摩根大通认为,未来几年市场或将进入覆盖晶圆厂、存储、先进封装和设备供应商的“半导体扩产牛市”。</p>\n<h2>AI需求持续外溢,设备市场预期再度上修</h2>\n<p>摩根大通预计,全球晶圆厂设备市场规模将从2025年的1245亿美元增长至2026年的1588亿美元、2027年的2050亿美元,并在2028年进一步升至2373亿美元。</p>\n<p><strong>推动预测上修的核心因素来自存储和先进制程领域。</strong>报告指出,过去市场曾担忧洁净室不足会成为2026年扩产的主要瓶颈,但随着晶圆厂通过优化现有厂房利用率以及提前布局新产能,这一限制正在逐步缓解。</p>\n<p>与此同时,<strong>全球半导体需求依然保持强劲。</strong>数据显示,2026年4月全球半导体销售额同比增长106%,创下自1994年以来最强增长纪录。其中,DRAM和NAND价格大幅上涨是主要推动力,即便剔除存储芯片因素,行业收入增速仍达到33%。</p>\n<h2>AI资本开支继续狂奔</h2>\n<p><strong>本轮行业预期上修的根本动因,在于科技巨头“近乎失控”的AI投资热潮。</strong></p>\n<p>摩根大通预计,美国四大云服务商Google、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、Microsoft和<a href=\"https://laohu8.com/S/META\">Meta</a>,2026年资本开支将同比增长80%,高于此前63%的预测;2027年仍将保持50%增速。按金额计,四家公司资本开支总额2026年将突破5750亿美元,2027年进一步升至8600亿美元,两年新增投资超5000亿美元。</p>\n<p><strong>更重要的是,AI投资结构正在转变。</strong>过去几年资金多流向GPU和AI加速器,而随着AI应用从训练转向推理,内存、网络、CPU、ASIC及先进封装的重要性快速提升。摩根预计,云厂商资本开支中存储占比将从过去的个位数至15%,大幅提升至2026年的约50%。</p>\n<p>这意味着,<strong>未来新增投资将从GPU集群开始向整个半导体产业链扩散。</strong></p>\n<h2>存储扩产提速,DRAM驱动设备市场增长</h2>\n<p><strong>本轮资本开支周期中,存储行业正重新成为扩产的核心方向。</strong></p>\n<p>报告指出,未来三年全球存储产业资本开支总额将达4500亿美元,较此前3000亿美元的水平显著上修。其中,DRAM投资规模预计为3640亿美元,占据绝对主导。</p>\n<p>在需求端,AI服务器对HBM及高性能内存的需求持续攀升;在供给端,EUV设备供给及基础设施建设进度构成产能释放的硬约束。供需错配之下,行业紧平衡格局有望长期延续。</p>\n<p>报告预计,2026年DRAM行业资本开支将同比增长54%,2027年再增37%,<strong>成为推动设备市场增长的最主要的动力之一</strong>。</p>\n</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>半导体扩产全面提速,晶圆设备周期迎来重估!</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半导体扩产全面提速,晶圆设备周期迎来重估!\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-18 18:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>人工智能驱动的全球算力竞赛正进入新阶段,而受益范围已不再局限于GPU厂商。</p>\n<p>据追风交易台,<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>最新半导体行业报告指出,在云计算巨头持续加码AI基础设施、存储行业进入新一轮景气周期、先进制程供给持续紧张的共同推动下,<strong>全球半导体资本开支迎来全面上修</strong>。</p>\n<p>作为反映产业扩张意愿的前瞻性指标,<strong>晶圆厂设备(WFE)市场增长预期大幅提升</strong>,未来三年有望连续保持双位数增长。具体来看,报告将2026年全球WFE市场增速预测从21%上调至28%,2027年从18%上调至29%,并首次预计2028年仍将实现16%的增长。</p>\n<p>如果说过去两年市场交易的是“AI芯片牛市”,那么摩根大通认为,未来几年市场或将进入覆盖晶圆厂、存储、先进封装和设备供应商的“半导体扩产牛市”。</p>\n<h2>AI需求持续外溢,设备市场预期再度上修</h2>\n<p>摩根大通预计,全球晶圆厂设备市场规模将从2025年的1245亿美元增长至2026年的1588亿美元、2027年的2050亿美元,并在2028年进一步升至2373亿美元。</p>\n<p><strong>推动预测上修的核心因素来自存储和先进制程领域。</strong>报告指出,过去市场曾担忧洁净室不足会成为2026年扩产的主要瓶颈,但随着晶圆厂通过优化现有厂房利用率以及提前布局新产能,这一限制正在逐步缓解。</p>\n<p>与此同时,<strong>全球半导体需求依然保持强劲。</strong>数据显示,2026年4月全球半导体销售额同比增长106%,创下自1994年以来最强增长纪录。其中,DRAM和NAND价格大幅上涨是主要推动力,即便剔除存储芯片因素,行业收入增速仍达到33%。</p>\n<h2>AI资本开支继续狂奔</h2>\n<p><strong>本轮行业预期上修的根本动因,在于科技巨头“近乎失控”的AI投资热潮。</strong></p>\n<p>摩根大通预计,美国四大云服务商Google、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、Microsoft和<a href=\"https://laohu8.com/S/META\">Meta</a>,2026年资本开支将同比增长80%,高于此前63%的预测;2027年仍将保持50%增速。按金额计,四家公司资本开支总额2026年将突破5750亿美元,2027年进一步升至8600亿美元,两年新增投资超5000亿美元。</p>\n<p><strong>更重要的是,AI投资结构正在转变。</strong>过去几年资金多流向GPU和AI加速器,而随着AI应用从训练转向推理,内存、网络、CPU、ASIC及先进封装的重要性快速提升。摩根预计,云厂商资本开支中存储占比将从过去的个位数至15%,大幅提升至2026年的约50%。</p>\n<p>这意味着,<strong>未来新增投资将从GPU集群开始向整个半导体产业链扩散。</strong></p>\n<h2>存储扩产提速,DRAM驱动设备市场增长</h2>\n<p><strong>本轮资本开支周期中,存储行业正重新成为扩产的核心方向。</strong></p>\n<p>报告指出,未来三年全球存储产业资本开支总额将达4500亿美元,较此前3000亿美元的水平显著上修。其中,DRAM投资规模预计为3640亿美元,占据绝对主导。</p>\n<p>在需求端,AI服务器对HBM及高性能内存的需求持续攀升;在供给端,EUV设备供给及基础设施建设进度构成产能释放的硬约束。供需错配之下,行业紧平衡格局有望长期延续。</p>\n<p>报告预计,2026年DRAM行业资本开支将同比增长54%,2027年再增37%,<strong>成为推动设备市场增长的最主要的动力之一</strong>。</p>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"NXPI":"恩智浦","NVDQ":"2倍做空NVDA ETF-T-Rex","SSG":"Proshares Ultrashort Semiconductors","AMDD":"1倍做空AMD 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Daily"},"source_url":"https://wallstreetcn.com/articles/3775012","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2644170114","content_text":"人工智能驱动的全球算力竞赛正进入新阶段,而受益范围已不再局限于GPU厂商。\n据追风交易台,摩根大通最新半导体行业报告指出,在云计算巨头持续加码AI基础设施、存储行业进入新一轮景气周期、先进制程供给持续紧张的共同推动下,全球半导体资本开支迎来全面上修。\n作为反映产业扩张意愿的前瞻性指标,晶圆厂设备(WFE)市场增长预期大幅提升,未来三年有望连续保持双位数增长。具体来看,报告将2026年全球WFE市场增速预测从21%上调至28%,2027年从18%上调至29%,并首次预计2028年仍将实现16%的增长。\n如果说过去两年市场交易的是“AI芯片牛市”,那么摩根大通认为,未来几年市场或将进入覆盖晶圆厂、存储、先进封装和设备供应商的“半导体扩产牛市”。\nAI需求持续外溢,设备市场预期再度上修\n摩根大通预计,全球晶圆厂设备市场规模将从2025年的1245亿美元增长至2026年的1588亿美元、2027年的2050亿美元,并在2028年进一步升至2373亿美元。\n推动预测上修的核心因素来自存储和先进制程领域。报告指出,过去市场曾担忧洁净室不足会成为2026年扩产的主要瓶颈,但随着晶圆厂通过优化现有厂房利用率以及提前布局新产能,这一限制正在逐步缓解。\n与此同时,全球半导体需求依然保持强劲。数据显示,2026年4月全球半导体销售额同比增长106%,创下自1994年以来最强增长纪录。其中,DRAM和NAND价格大幅上涨是主要推动力,即便剔除存储芯片因素,行业收入增速仍达到33%。\nAI资本开支继续狂奔\n本轮行业预期上修的根本动因,在于科技巨头“近乎失控”的AI投资热潮。\n摩根大通预计,美国四大云服务商Google、Amazon、Microsoft和Meta,2026年资本开支将同比增长80%,高于此前63%的预测;2027年仍将保持50%增速。按金额计,四家公司资本开支总额2026年将突破5750亿美元,2027年进一步升至8600亿美元,两年新增投资超5000亿美元。\n更重要的是,AI投资结构正在转变。过去几年资金多流向GPU和AI加速器,而随着AI应用从训练转向推理,内存、网络、CPU、ASIC及先进封装的重要性快速提升。摩根预计,云厂商资本开支中存储占比将从过去的个位数至15%,大幅提升至2026年的约50%。\n这意味着,未来新增投资将从GPU集群开始向整个半导体产业链扩散。\n存储扩产提速,DRAM驱动设备市场增长\n本轮资本开支周期中,存储行业正重新成为扩产的核心方向。\n报告指出,未来三年全球存储产业资本开支总额将达4500亿美元,较此前3000亿美元的水平显著上修。其中,DRAM投资规模预计为3640亿美元,占据绝对主导。\n在需求端,AI服务器对HBM及高性能内存的需求持续攀升;在供给端,EUV设备供给及基础设施建设进度构成产能释放的硬约束。供需错配之下,行业紧平衡格局有望长期延续。\n报告预计,2026年DRAM行业资本开支将同比增长54%,2027年再增37%,成为推动设备市场增长的最主要的动力之一。","news_type":1,"symbols_score_info":{"INTC":2,"LRCU":0.6,"WDC":2,"AMDD":0.6,"NVDD":0.6,"AVGU":0.6,"FTXL":2,"07388":0.6,"AVGW":0.6,"MU":2,"SOXM":2,"07788":0.6,"NVDX":0.6,"SMCY":0.6,"LABX":0.6,"TXN":2,"MRVL":2,"SMYY":0.6,"DIPS":0.6,"ALAB":2,"LRCX":2,"AMD":2,"ARMU":0.6,"ARMG":0.6,"NVDU":0.6,"TSMU":0.6,"UCTT":2,"MRVU":0.6,"AMAT":2,"TSMZ":0.6,"SMH":2,"SMCL":0.6,"NVDB":0.6,"SOX":1.85,"ARMW":0.6,"NVTX":0.6,"SNXX":0.6,"SMCI":2,"SNPS":2,"MULL":0.6,"NVD":0.6,"NVDA":2,"SOXQ":2,"CHPY":2,"STSM":0.6,"ANV":0.6,"NVDY":0.6,"CRDO":2,"ASML":2,"NVDL":0.6,"SWKS":2,"LSCC":2,"DAMD":0.6,"SNDU":0.6,"ASMG":0.6,"ARM":2,"NVTS":2,"SMCX":0.6,"TSMX":0.6,"ON":2,"TSMG":0.6,"WOLF":2,"QCMD":0.6,"AMDG":0.6,"AVGX":0.6,"STM":2,"Q":2,"WDCX":0.6,"AMBA":2,"PXLW":2,"TSMY":0.6,"XSD":2,"KLAC":2,"AVL":0.6,"KLAG":0.6,"SMTC":2,"AVS":0.6,"GFS":2,"NVDW":0.6,"TSM":2,"SMCZ":0.6,"UMC":2,"MUU":0.6,"QRVO":2,"SOXX":2,"MCHP":2,"AMDY":0.6,"NVII":0.6,"NVDO":0.6,"NVYY":0.6,"AVGO":2,"USD":2,"QCOM":2,"SMCC":0.6,"AVGG":0.6,"AMDU":0.6,"SOXS":2,"SNPX":0.6,"SSG":2,"QCMU":0.6,"AMUU":0.6,"SOXL":2,"MVLL":0.6,"ADI":2,"AMBQ":2,"INTW":0.6,"LINT":0.6,"NXPI":2,"SMHX":2,"NVDG":0.6,"STX":2,"SNDK":2,"ASMU":0.6,"CRDU":0.6,"AMDL":0.6,"NVDQ":0.6,"NVDS":0.6,"AMYY":0.6,"AMDW":0.6,"HIMX":2,"QCML":0.6,"MUD":0.6}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":575918610289352,"gmtCreate":1781619007455,"gmtModify":1781619763727,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547669272572533","authorIdStr":"3547669272572533"},"themes":[],"title":"","htmlText":"<a 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17:44","market":"us","language":"zh","title":"特朗普:在我卸任之时,美国或将掌控超五成芯片产业","url":"https://stock-news.laohu8.com/highlight/detail?id=2643758086","media":"智通财经","summary":"特朗普:在我卸任之时,美国或将掌控超五成芯片产业。","content":"<html><head></head><body><div>\n<div>\n 特朗普:在我卸任之时,美国或将掌控超五成芯片产业。 </div>\n</div></body></html>","source":"live_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特朗普:在我卸任之时,美国或将掌控超五成芯片产业</title>\n<style 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href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/fbdf8f4e49a68183acf7f324c9833000","relate_stocks":{"TSM":"台积电","LINT":"Direxion Daily INTC Bull 2X ETF","AVGW":"Roundhill AVGO WeeklyPay ETF","MVLL":"2倍做多MRVL ETF-GraniteShares","ASMG":"2倍做多ASML ETF- Leverage Shares","NVDA":"英伟达","LRCU":"2倍做多LRCX ETF-Tradr","AVGX":"2倍做多AVGO ETF-Defiance","UCTT":"超科林半导体","KLAC":"科磊","SNPX":"2倍做多SNPS ETF-Tradr","SMCI":"超微电脑","ASMU":"Direxion Daily ASML Bull 2X ETF","LRCX":"拉姆研究","AVL":"2倍做多AVGO ETF-Direxion","Q":"Qnity Electronics Inc","QRVO":"Qorvo, Inc.","ANV":"GraniteShares Autocallable NVDA ETF","INTW":"2倍做多INTC ETF-GraniteShares","KLAG":"Leverage Shares 2X Long KLAC Daily ETF","WDCX":"Tradr 2X Long WDC Daily ETF","NVD":"2倍做空NVDA ETF-GraniteShares","NVDB":"ProShares Ultra NVDA ETF","AMDD":"1倍做空AMD ETF-Direxion","AMDG":"2倍做多AMD ETF- Leverage 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href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 看看到底能涨多少,牛顿说他也不要理解人类的疯狂。","listText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 看看到底能涨多少,牛顿说他也不要理解人类的疯狂。","text":"$SpaceX(SPCX)$ 看看到底能涨多少,牛顿说他也不要理解人类的疯狂。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/575860017695368","isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":575812270503592,"gmtCreate":1781593052129,"gmtModify":1781593097499,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547669272572533","authorIdStr":"3547669272572533"},"themes":[],"title":"","htmlText":"抢钱大战开始黄皮子开始抢钱了","listText":"抢钱大战开始黄皮子开始抢钱了","text":"抢钱大战开始黄皮子开始抢钱了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/575812270503592","repostId":"1114348013","repostType":2,"repost":{"id":"1114348013","kind":"news","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":1781562154,"share":"https://www.laohu8.com/m/news/1114348013?lang=zh_CN&edition=full","pubTime":"2026-06-16 06:22","market":"us","language":"zh","title":"超三倍认购!英伟达完成五年来首次公司债发行,筹集250亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1114348013","media":"华尔街见闻","summary":"此前报道,英伟达计划通过高等级债券发行筹集至少200亿美元。知情人士表示,英伟达此次发行的债券分为七个部分,到期期限从2年到30年不等。这是英伟达五年来首次发行债券,预计其规模将是其2020年和2021年之前两次发债规模的至少四倍。英伟达也加入了这一行列。英伟达已成为人工智能生态系统的基石,跃升为全球市值最大的公司。目前,英伟达正投入巨资支持有助于扩大人工智能需求的企业。同时,英伟达也在提高对股东的回报。","content":"<html><head></head><body><blockquote><p>英伟达完成250亿美元的高评级债券发行,此次发债认购达850亿美元,最终发行规模也从最初约200亿美元的目标上调至250亿美元。其中期限最长的一笔债券的收益率已较初始价格指引收窄了0.25个百分点,最终溢价定在比美国国债高出0.65个百分点的水平。</p></blockquote><p style=\"text-align: justify;\">英伟达完成一笔规模达250亿美元的高评级债券发行,加入科技巨头竞相叩开债券市场的大军,投资者对人工智能浪潮的热情在债市再度得到印证。</p><p style=\"text-align: justify;\">据彭博援引知情人士透露,该笔债券认购最高达850亿美元,超过发行规模逾三倍,最终发行规模也从最初约200亿美元的目标上调至250亿美元。这是英伟达自2021年以来首次发行债券。</p><p style=\"text-align: justify;\">此次发行恰逢投资级债市情绪高涨之际。美伊达成协议、结束双方冲突,推动债市走强,投资级债券信用利差已降至今年2月初冲突爆发前以来的最低水平。</p><p style=\"text-align: justify;\">彭博智库分析师Robert Schiffman在客户报告中指出,相对低廉的长期债务融资有助于降低英伟达的平均资本成本,并在不损及其AA信用评级的前提下,为其在人工智能领域的战略投资提供资金支持。</p><h2 id=\"3e265d3a\">订单超额三倍,发行规模上调</h2><p style=\"text-align: justify;\">本次债券于周一定价,英伟达共分七个期限发行票据,期限跨度从两年至三十年不等。据知情人士透露,最长期限部分的收益率较美国国债的利差随订单涌入收窄25个基点至65个基点。募集资金将用于偿还现有债务等用途。</p><p style=\"text-align: justify;\">此次交易采用"快速建档"方式完成,绕过了投资级债券发行前通常需要进行的投资者路演环节。信用研究机构CreditSights分析师Andy Li表示:</p><blockquote><p style=\"text-align: justify;\">"他们选择快速发行并不令我意外。英伟达在市场和财务上都占据主导地位,无需向投资者大力营销自己。"</p></blockquote><h2 id=\"ai\">科技巨头扎堆发债,AI基建融资热</h2><p style=\"text-align: justify;\">英伟达此次发行,是科技行业应对AI基建密集融资潮的缩影。今年以来,Meta和甲骨文各自发行了250亿美元债券,Alphabet发行200亿美元,亚马逊的单笔发行规模更高达370亿美元,位居今年美国投资级债市之首。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d6a4e9d5d94ed571ce6daa932e2ab12\" tg-width=\"1316\" tg-height=\"988\"/></p><p style=\"text-align: justify;\">在AI生态中,英伟达作为芯片供应商同时也积极布局上下游。公司斥资50亿美元入股英特尔,向Anthropic PBC投入最多100亿美元,并向OpenAI的大规模融资轮贡献了300亿美元。与此同时,英伟达亦在加大对股东的回报力度。</p><p style=\"text-align: justify;\">根据彭博汇总的分析师平均预测,英伟达在截至2026年1月31日的财年中,自由现金流预计超过2000亿美元,雄厚的盈利能力为其债券信用提供了有力支撑。</p><h2 id=\"c923526a\">债市环境利好,信用利差收窄</h2><p style=\"text-align: justify;\">此次债券发行正值债市信用利差处于低位。美伊协议落地提振风险情绪,投资级债券风险溢价已回落至今年早些时候冲突爆发前的水平,推动整个信用市场掀起借贷热潮。</p><p style=\"text-align: justify;\">尽管此前数月战事持续,美国高评级债券基金已连续13个月录得资金净流入——据LSEG Lipper数据显示,投资者将大量现金持续部署于债市,支撑了利差的韧性。</p><p style=\"text-align: justify;\">英伟达凭借强劲信用评级、稀有的债券发行记录,以及有别于数据中心融资所惯常伴随的建设风险,成为此轮发行潮中吸引力尤为突出的标的。本次发行由摩根大通、高盛和摩根士丹利联合承销。</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>超三倍认购!英伟达完成五年来首次公司债发行,筹集250亿美元</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; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n超三倍认购!英伟达完成五年来首次公司债发行,筹集250亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-16 06:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>英伟达完成250亿美元的高评级债券发行,此次发债认购达850亿美元,最终发行规模也从最初约200亿美元的目标上调至250亿美元。其中期限最长的一笔债券的收益率已较初始价格指引收窄了0.25个百分点,最终溢价定在比美国国债高出0.65个百分点的水平。</p></blockquote><p style=\"text-align: justify;\">英伟达完成一笔规模达250亿美元的高评级债券发行,加入科技巨头竞相叩开债券市场的大军,投资者对人工智能浪潮的热情在债市再度得到印证。</p><p style=\"text-align: justify;\">据彭博援引知情人士透露,该笔债券认购最高达850亿美元,超过发行规模逾三倍,最终发行规模也从最初约200亿美元的目标上调至250亿美元。这是英伟达自2021年以来首次发行债券。</p><p style=\"text-align: justify;\">此次发行恰逢投资级债市情绪高涨之际。美伊达成协议、结束双方冲突,推动债市走强,投资级债券信用利差已降至今年2月初冲突爆发前以来的最低水平。</p><p style=\"text-align: justify;\">彭博智库分析师Robert Schiffman在客户报告中指出,相对低廉的长期债务融资有助于降低英伟达的平均资本成本,并在不损及其AA信用评级的前提下,为其在人工智能领域的战略投资提供资金支持。</p><h2 id=\"3e265d3a\">订单超额三倍,发行规模上调</h2><p style=\"text-align: justify;\">本次债券于周一定价,英伟达共分七个期限发行票据,期限跨度从两年至三十年不等。据知情人士透露,最长期限部分的收益率较美国国债的利差随订单涌入收窄25个基点至65个基点。募集资金将用于偿还现有债务等用途。</p><p style=\"text-align: justify;\">此次交易采用"快速建档"方式完成,绕过了投资级债券发行前通常需要进行的投资者路演环节。信用研究机构CreditSights分析师Andy Li表示:</p><blockquote><p style=\"text-align: justify;\">"他们选择快速发行并不令我意外。英伟达在市场和财务上都占据主导地位,无需向投资者大力营销自己。"</p></blockquote><h2 id=\"ai\">科技巨头扎堆发债,AI基建融资热</h2><p style=\"text-align: justify;\">英伟达此次发行,是科技行业应对AI基建密集融资潮的缩影。今年以来,Meta和甲骨文各自发行了250亿美元债券,Alphabet发行200亿美元,亚马逊的单笔发行规模更高达370亿美元,位居今年美国投资级债市之首。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d6a4e9d5d94ed571ce6daa932e2ab12\" tg-width=\"1316\" tg-height=\"988\"/></p><p style=\"text-align: justify;\">在AI生态中,英伟达作为芯片供应商同时也积极布局上下游。公司斥资50亿美元入股英特尔,向Anthropic PBC投入最多100亿美元,并向OpenAI的大规模融资轮贡献了300亿美元。与此同时,英伟达亦在加大对股东的回报力度。</p><p style=\"text-align: justify;\">根据彭博汇总的分析师平均预测,英伟达在截至2026年1月31日的财年中,自由现金流预计超过2000亿美元,雄厚的盈利能力为其债券信用提供了有力支撑。</p><h2 id=\"c923526a\">债市环境利好,信用利差收窄</h2><p style=\"text-align: justify;\">此次债券发行正值债市信用利差处于低位。美伊协议落地提振风险情绪,投资级债券风险溢价已回落至今年早些时候冲突爆发前的水平,推动整个信用市场掀起借贷热潮。</p><p style=\"text-align: justify;\">尽管此前数月战事持续,美国高评级债券基金已连续13个月录得资金净流入——据LSEG Lipper数据显示,投资者将大量现金持续部署于债市,支撑了利差的韧性。</p><p style=\"text-align: justify;\">英伟达凭借强劲信用评级、稀有的债券发行记录,以及有别于数据中心融资所惯常伴随的建设风险,成为此轮发行潮中吸引力尤为突出的标的。本次发行由摩根大通、高盛和摩根士丹利联合承销。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDB":"ProShares Ultra NVDA ETF","NVDA":"英伟达","NVDD":"1倍做空NVDA ETF-Direxion","NVDG":"2倍做多NVDA ETF- Leverage Shares","07388":"XI二南英伟","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDQ":"2倍做空NVDA ETF-T-Rex","DIPS":"做空NVDA期权收益策略ETF-YieldMax","07788":"南方两倍做多英伟达","ANV":"GraniteShares Autocallable NVDA ETF","NVDS":"1.5倍做空NVDA ETF-Tradr","NVDU":"2倍做多NVDA ETF-Direxion","NVDW":"NVDA周配息ETF-Roundhill","NVDX":"2倍做多NVDA ETF-T-Rex","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDY":"NVDA期权收益策略ETF-YieldMax","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVD":"2倍做空NVDA ETF-GraniteShares","NVII":"Rex NVDA Growth & Income ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114348013","content_text":"英伟达完成250亿美元的高评级债券发行,此次发债认购达850亿美元,最终发行规模也从最初约200亿美元的目标上调至250亿美元。其中期限最长的一笔债券的收益率已较初始价格指引收窄了0.25个百分点,最终溢价定在比美国国债高出0.65个百分点的水平。英伟达完成一笔规模达250亿美元的高评级债券发行,加入科技巨头竞相叩开债券市场的大军,投资者对人工智能浪潮的热情在债市再度得到印证。据彭博援引知情人士透露,该笔债券认购最高达850亿美元,超过发行规模逾三倍,最终发行规模也从最初约200亿美元的目标上调至250亿美元。这是英伟达自2021年以来首次发行债券。此次发行恰逢投资级债市情绪高涨之际。美伊达成协议、结束双方冲突,推动债市走强,投资级债券信用利差已降至今年2月初冲突爆发前以来的最低水平。彭博智库分析师Robert Schiffman在客户报告中指出,相对低廉的长期债务融资有助于降低英伟达的平均资本成本,并在不损及其AA信用评级的前提下,为其在人工智能领域的战略投资提供资金支持。订单超额三倍,发行规模上调本次债券于周一定价,英伟达共分七个期限发行票据,期限跨度从两年至三十年不等。据知情人士透露,最长期限部分的收益率较美国国债的利差随订单涌入收窄25个基点至65个基点。募集资金将用于偿还现有债务等用途。此次交易采用\"快速建档\"方式完成,绕过了投资级债券发行前通常需要进行的投资者路演环节。信用研究机构CreditSights分析师Andy Li表示:\"他们选择快速发行并不令我意外。英伟达在市场和财务上都占据主导地位,无需向投资者大力营销自己。\"科技巨头扎堆发债,AI基建融资热英伟达此次发行,是科技行业应对AI基建密集融资潮的缩影。今年以来,Meta和甲骨文各自发行了250亿美元债券,Alphabet发行200亿美元,亚马逊的单笔发行规模更高达370亿美元,位居今年美国投资级债市之首。在AI生态中,英伟达作为芯片供应商同时也积极布局上下游。公司斥资50亿美元入股英特尔,向Anthropic PBC投入最多100亿美元,并向OpenAI的大规模融资轮贡献了300亿美元。与此同时,英伟达亦在加大对股东的回报力度。根据彭博汇总的分析师平均预测,英伟达在截至2026年1月31日的财年中,自由现金流预计超过2000亿美元,雄厚的盈利能力为其债券信用提供了有力支撑。债市环境利好,信用利差收窄此次债券发行正值债市信用利差处于低位。美伊协议落地提振风险情绪,投资级债券风险溢价已回落至今年早些时候冲突爆发前的水平,推动整个信用市场掀起借贷热潮。尽管此前数月战事持续,美国高评级债券基金已连续13个月录得资金净流入——据LSEG Lipper数据显示,投资者将大量现金持续部署于债市,支撑了利差的韧性。英伟达凭借强劲信用评级、稀有的债券发行记录,以及有别于数据中心融资所惯常伴随的建设风险,成为此轮发行潮中吸引力尤为突出的标的。本次发行由摩根大通、高盛和摩根士丹利联合承销。","news_type":1,"symbols_score_info":{"NVDB":0.6,"07388":0.6,"NVDO":0.6,"NVII":0.6,"NVDQ":0.6,"NVDX":0.6,"ANV":0.6,"NVDD":0.6,"NVDW":0.6,"NVDU":0.6,"NVD":0.6,"NVYY":0.6,"NVDY":0.6,"NVDS":0.6,"NVDA":2,"DIPS":0.6,"NVDL":0.6,"07788":0.6,"NVDG":0.6}},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":575755363411056,"gmtCreate":1781579153830,"gmtModify":1781580514924,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547669272572533","authorIdStr":"3547669272572533"},"themes":[],"title":"","htmlText":"英伟达领衔舞台十姐妹搞内生经济自我循环自我递归业绩都是假的市盈率极低。","listText":"英伟达领衔舞台十姐妹搞内生经济自我循环自我递归业绩都是假的市盈率极低。","text":"英伟达领衔舞台十姐妹搞内生经济自我循环自我递归业绩都是假的市盈率极低。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/575755363411056","repostId":"2643208429","repostType":2,"repost":{"id":"2643208429","kind":"highlight","pubTimestamp":1781523911,"share":"https://www.laohu8.com/m/news/2643208429?lang=zh_CN&edition=full","pubTime":"2026-06-15 19:45","market":"hk","language":"zh","title":"SpaceX市值超特斯拉、Meta,“七巨头”该改名了?","url":"https://stock-news.laohu8.com/highlight/detail?id=2643208429","media":"格隆汇","summary":"‘七巨头’已很难继续作为市场领导地位的简洁代称","content":"<html><body><p>SpaceX以超过2万亿美元的估值强势登陆资本市场,超越华尔街“七巨头(Magnificent Seven)”中的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>以及<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>,并引发了一个关键问题:“七巨头”这个称呼如今是否仍然适用?</p><p>Futurum Equities首席市场策略师沙伊·博洛尔表示:“‘七巨头’已很难继续作为市场领导地位的简洁代称,因为全球最重要的公司之一将被排除在该标签之外。”</p><p>目前在社交平台上逐渐流行的一个称谓是“MANGOS”,分别代表Meta、Anthropic、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、Alphabet、OpenAI以及SpaceX。不过部分人士将其中的“A”解读为<a href=\"https://laohu8.com/S/AAPL\">苹果</a>。</p><p>BRI Wealth Management首席执行官丹·博德曼-韦斯顿则提出了另一名称:“Magna Atoms”,即在“七巨头”的基础上加入Anthropic、OpenAI和SpaceX。</p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSpaceX市值超特斯拉、Meta,“七巨头”该改名了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-15 19:45 北京时间 <a href=https://www.gelonghui.com/p/5209027><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SpaceX以超过2万亿美元的估值强势登陆资本市场,超越华尔街“七巨头(Magnificent Seven)”中的特斯拉以及Meta Platforms,并引发了一个关键问题:“七巨头”这个称呼如今是否仍然适用?Futurum Equities首席市场策略师沙伊·博洛尔表示:“‘七巨头’已很难继续作为市场领导地位的简洁代称,因为全球最重要的公司之一将被排除在该标签之外。”目前在社交平台上逐渐流行的...</p>\n\n<a href=\"https://www.gelonghui.com/p/5209027\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/3a22a-3aa49777-82fd-4665-b2ab-f61448ba6f44.jpg?guru_height=640&guru_width=1280&guru_size=157954","relate_stocks":{"LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" 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英伟达领衔舞台十姐妹搞内生经济自我循环自我递归业绩都是假的市盈率极低。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/575749057501408","isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":574716171527944,"gmtCreate":1781325453431,"gmtModify":1781325534334,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547669272572533","authorIdStr":"3547669272572533"},"themes":[],"title":"","htmlText":"八姐妹内循环经济","listText":"八姐妹内循环经济","text":"八姐妹内循环经济","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574716171527944","repostId":"2643819219","repostType":4,"repost":{"id":"2643819219","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":1781315447,"share":"https://www.laohu8.com/m/news/2643819219?lang=zh_CN&edition=full","pubTime":"2026-06-13 09:50","market":"other","language":"zh","title":"联手打造太空算力?SpaceX刚上市,马斯克就喊话黄仁勋:合作升级!","url":"https://stock-news.laohu8.com/highlight/detail?id=2643819219","media":"华尔街见闻","summary":"SpaceX上市首日大涨逾19%。英伟达随即公开祝贺,马斯克表示将把双方合作“推向新水平”。与此同时,SpaceX披露首款AI计算卫星AI1,并已与谷歌、Anthropic签下合计每月逾21亿美元的算力大单,英伟达GPU贯穿其中。","content":"<html><head></head><body><blockquote><p>SpaceX上市首日大涨逾19%。英伟达随即公开祝贺,马斯克表示将把双方合作“推向新水平”。与此同时,SpaceX披露首款AI计算卫星AI1,并已与谷歌、Anthropic签下合计每月逾21亿美元的算力大单,英伟达GPU贯穿其中。</p></blockquote><p style=\"text-align: left;\">SpaceX刚上市,马斯克就盯上了下一件大事——和英伟达一起做太空AI。</p><p style=\"text-align: left;\">SpaceX于当地时间6月12日正式登陆纳斯达克交易所。上市首日,股价大涨逾19%,市值收于2.11万亿美元。这一涨幅直接将马斯克推上了全球首位身家突破万亿美元的富豪宝座。</p><p style=\"text-align: left;\">就在股价狂飙的同一天,英伟达在X平台发文,热情祝贺SpaceX团队完成"历史性IPO首秀"。马斯克随即回应,表示将把与英伟达"令人兴奋的合作推向新水平"。两家公司之间显然正在酝酿新动作。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3975446445cd9cca59107b34d795a94d\" tg-width=\"744\" tg-height=\"523\"/></p><h2 id=\"id_3434038885\" style=\"text-align: left;\">AI卫星:太空算力的新赛道</h2><p style=\"text-align: left;\">据wccftech报道,马斯克所说的"新水平",很可能指向SpaceX刚刚披露的一项新业务——AI1卫星。</p><p style=\"text-align: left;\">这是SpaceX推出的首款专用AI计算卫星。单颗卫星支持最高150千瓦峰值算力,配备液冷散热器、流星体防护层、集中式计算模块以及可展开太阳能电池板。这些卫星将在SpaceX位于德克萨斯州的Gigasat工厂批量生产。</p><p style=\"text-align: left;\">简单理解:AI1卫星相当于把数据中心搬上了太空轨道,让算力突破地面基础设施的限制。英伟达作为全球最主要的AI芯片供应商,与这一方向的契合度不言而喻。</p><h2 id=\"id_1441577655\" style=\"text-align: left;\">云计算大单:英伟达GPU已是SpaceX的标配</h2><p style=\"text-align: left;\">事实上,英伟达GPU早已深度嵌入SpaceX的商业版图。</p><p style=\"text-align: left;\">在IPO前夕,SpaceX与谷歌签署了一份云服务协议,向后者提供相当于"11万块英伟达GPU、CPU、内存及相关组件"的算力,每月收费9.2亿美元。</p><p style=\"text-align: left;\">与Anthropic的协议规模更大:SpaceX向这家AI公司提供"22万块英伟达GPU(含H100、H200、GB200等型号)"的访问权限,每月收费12.5亿美元,折合每年150亿美元。</p><p style=\"text-align: left;\">这两笔合同说明一个问题:SpaceX已经不只是一家火箭公司,它正在成为一个以英伟达芯片为底层的AI算力供应商。</p><h2 id=\"id_2627004888\" style=\"text-align: left;\">Terafab:特斯拉、英特尔也在局里</h2><p style=\"text-align: left;\">除了卫星和云计算,SpaceX还在与特斯拉、英特尔合作,快速推进一个名为"Terafab"的项目建设。素材未披露更多细节,但这一布局进一步表明,SpaceX正在构建一个横跨太空、算力与制造的多层生态。</p><p style=\"text-align: left;\">马斯克与英伟达的关系,已经从单纯的芯片采购,演变为更深层的战略绑定。</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>联手打造太空算力?SpaceX刚上市,马斯克就喊话黄仁勋:合作升级!</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n联手打造太空算力?SpaceX刚上市,马斯克就喊话黄仁勋:合作升级!\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-13 09:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>SpaceX上市首日大涨逾19%。英伟达随即公开祝贺,马斯克表示将把双方合作“推向新水平”。与此同时,SpaceX披露首款AI计算卫星AI1,并已与谷歌、Anthropic签下合计每月逾21亿美元的算力大单,英伟达GPU贯穿其中。</p></blockquote><p style=\"text-align: left;\">SpaceX刚上市,马斯克就盯上了下一件大事——和英伟达一起做太空AI。</p><p style=\"text-align: left;\">SpaceX于当地时间6月12日正式登陆纳斯达克交易所。上市首日,股价大涨逾19%,市值收于2.11万亿美元。这一涨幅直接将马斯克推上了全球首位身家突破万亿美元的富豪宝座。</p><p style=\"text-align: left;\">就在股价狂飙的同一天,英伟达在X平台发文,热情祝贺SpaceX团队完成"历史性IPO首秀"。马斯克随即回应,表示将把与英伟达"令人兴奋的合作推向新水平"。两家公司之间显然正在酝酿新动作。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3975446445cd9cca59107b34d795a94d\" tg-width=\"744\" tg-height=\"523\"/></p><h2 id=\"id_3434038885\" style=\"text-align: left;\">AI卫星:太空算力的新赛道</h2><p style=\"text-align: left;\">据wccftech报道,马斯克所说的"新水平",很可能指向SpaceX刚刚披露的一项新业务——AI1卫星。</p><p style=\"text-align: left;\">这是SpaceX推出的首款专用AI计算卫星。单颗卫星支持最高150千瓦峰值算力,配备液冷散热器、流星体防护层、集中式计算模块以及可展开太阳能电池板。这些卫星将在SpaceX位于德克萨斯州的Gigasat工厂批量生产。</p><p style=\"text-align: left;\">简单理解:AI1卫星相当于把数据中心搬上了太空轨道,让算力突破地面基础设施的限制。英伟达作为全球最主要的AI芯片供应商,与这一方向的契合度不言而喻。</p><h2 id=\"id_1441577655\" style=\"text-align: left;\">云计算大单:英伟达GPU已是SpaceX的标配</h2><p style=\"text-align: left;\">事实上,英伟达GPU早已深度嵌入SpaceX的商业版图。</p><p style=\"text-align: left;\">在IPO前夕,SpaceX与谷歌签署了一份云服务协议,向后者提供相当于"11万块英伟达GPU、CPU、内存及相关组件"的算力,每月收费9.2亿美元。</p><p style=\"text-align: left;\">与Anthropic的协议规模更大:SpaceX向这家AI公司提供"22万块英伟达GPU(含H100、H200、GB200等型号)"的访问权限,每月收费12.5亿美元,折合每年150亿美元。</p><p style=\"text-align: left;\">这两笔合同说明一个问题:SpaceX已经不只是一家火箭公司,它正在成为一个以英伟达芯片为底层的AI算力供应商。</p><h2 id=\"id_2627004888\" style=\"text-align: left;\">Terafab:特斯拉、英特尔也在局里</h2><p style=\"text-align: left;\">除了卫星和云计算,SpaceX还在与特斯拉、英特尔合作,快速推进一个名为"Terafab"的项目建设。素材未披露更多细节,但这一布局进一步表明,SpaceX正在构建一个横跨太空、算力与制造的多层生态。</p><p style=\"text-align: left;\">马斯克与英伟达的关系,已经从单纯的芯片采购,演变为更深层的战略绑定。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9fb2626fc391207483f3a71b487cc728","relate_stocks":{"LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A 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这长长的下影线麻烦大了,明后天就填实了。","text":"$英伟达(NVDA)$ 这长长的下影线麻烦大了,明后天就填实了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/573533330125336","isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"12012867840342","authorId":"12012867840342","name":"王6688","avatar":"https://static.tigerbbs.com/1b5e09cc776acb2a594bc0fa0eb6772c","crmLevel":6,"crmLevelSwitch":0,"idStr":"12012867840342","authorIdStr":"12012867840342"},"content":"长下影线麻烦大了,那如果长上影线呢","text":"长下影线麻烦大了,那如果长上影线呢","html":"长下影线麻烦大了,那如果长上影线呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573533895510248,"gmtCreate":1781052637703,"gmtModify":1781055108583,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547669272572533","authorIdStr":"3547669272572533"},"themes":[],"title":"","htmlText":"疯抢需要这样吗?","listText":"疯抢需要这样吗?","text":"疯抢需要这样吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573533895510248","repostId":"2642511415","repostType":2,"repost":{"id":"2642511415","kind":"highlight","weMediaInfo":{"introduction":"凤凰网港股官方账号,专注让专业更简单","home_visible":1,"media_name":"凤凰网港股","id":"1077578553","head_image":"https://community-static.tradeup.com/news/63f98f2e899d607a12011e4ecf9c0ac7"},"pubTimestamp":1781049883,"share":"https://www.laohu8.com/m/news/2642511415?lang=zh_CN&edition=full","pubTime":"2026-06-10 08:04","market":"sh","language":"zh","title":"马斯克又把资本圈整沸腾了:SpaceX IPO遭2500亿美元疯抢","url":"https://stock-news.laohu8.com/highlight/detail?id=2642511415","media":"凤凰网港股","summary":"6月9日,据路透社报道,知情人士透露,埃隆·马斯克旗下SpaceX首次公开募股 已吸引超过2500亿美元投资者认购需求,远超公司计划募资的750亿美元规模。消息人士称,目前此次IPO超额认购倍数达到3.5至4倍。知情人士表示,目前交易仍处于市场推广阶段,投资者认购情况在IPO定价前仍可能发生变化。此次IPO正值市场波动加剧之际。分析认为,近期市场回调的原因之一,可能是部分投资者为参与SpaceX IPO而出售其他资产筹集资金。","content":"<html><body><p>6月9日,据路透社报道,知情人士透露,埃隆·马斯克旗下SpaceX首次公开募股(IPO)已吸引超过2500亿美元投资者认购需求,远超公司计划募资的750亿美元规模。</p><p>消息人士称,目前此次IPO超额认购倍数达到3.5至4倍。部分只做多基金提交了规模较大的认购订单,显示机构投资者需求强劲。另有消息人士透露,马斯克曾在路演期间短暂参加与潜在投资者举行的<a href=\"https://laohu8.com/S/ZM\">Zoom</a>会议。</p><p>根据安排,SpaceX总裁格温·肖特<a href=\"https://laohu8.com/S/603501\">韦尔</a>(Gwynne Shotwell)和首席财务官布雷特·约翰逊(Bret Johnsen)预计于周二在纽约曼哈顿出席由<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>举办的机构投资者午餐会,约300名机构投资者受邀参加。</p><p>知情人士表示,目前交易仍处于市场推广阶段,投资者认购情况在IPO定价前仍可能发生变化。最终配售结果将在定价时确定,大型机构投资者通常会在发行后期提交认购订单。</p><p>SpaceX在路演材料和IPO文件中重点介绍了其火箭发射业务和星链(Starlink)互联网业务的发展情况。公司同时将星链、人工智能及太空数据中心视为未来关键增长驱动力,并表示其具备利用太空构建人工智能计算能力的独特优势。</p><p>此次IPO正值市场波动加剧之际。分析认为,近期市场回调的原因之一,可能是部分投资者为参与SpaceX IPO而出售其他资产筹集资金。</p>\n</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>马斯克又把资本圈整沸腾了:SpaceX IPO遭2500亿美元疯抢</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克又把资本圈整沸腾了:SpaceX IPO遭2500亿美元疯抢\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1077578553\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/63f98f2e899d607a12011e4ecf9c0ac7);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2026-06-10 08:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>6月9日,据路透社报道,知情人士透露,埃隆·马斯克旗下SpaceX首次公开募股(IPO)已吸引超过2500亿美元投资者认购需求,远超公司计划募资的750亿美元规模。</p><p>消息人士称,目前此次IPO超额认购倍数达到3.5至4倍。部分只做多基金提交了规模较大的认购订单,显示机构投资者需求强劲。另有消息人士透露,马斯克曾在路演期间短暂参加与潜在投资者举行的<a href=\"https://laohu8.com/S/ZM\">Zoom</a>会议。</p><p>根据安排,SpaceX总裁格温·肖特<a href=\"https://laohu8.com/S/603501\">韦尔</a>(Gwynne Shotwell)和首席财务官布雷特·约翰逊(Bret Johnsen)预计于周二在纽约曼哈顿出席由<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>举办的机构投资者午餐会,约300名机构投资者受邀参加。</p><p>知情人士表示,目前交易仍处于市场推广阶段,投资者认购情况在IPO定价前仍可能发生变化。最终配售结果将在定价时确定,大型机构投资者通常会在发行后期提交认购订单。</p><p>SpaceX在路演材料和IPO文件中重点介绍了其火箭发射业务和星链(Starlink)互联网业务的发展情况。公司同时将星链、人工智能及太空数据中心视为未来关键增长驱动力,并表示其具备利用太空构建人工智能计算能力的独特优势。</p><p>此次IPO正值市场波动加剧之际。分析认为,近期市场回调的原因之一,可能是部分投资者为参与SpaceX IPO而出售其他资产筹集资金。</p>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","LU2063271972.USD":"富兰克林创新领域基金","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) 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ACC"},"source_url":"https://finance.ifeng.com/c/8tps6q1p0pW","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2642511415","content_text":"6月9日,据路透社报道,知情人士透露,埃隆·马斯克旗下SpaceX首次公开募股(IPO)已吸引超过2500亿美元投资者认购需求,远超公司计划募资的750亿美元规模。消息人士称,目前此次IPO超额认购倍数达到3.5至4倍。部分只做多基金提交了规模较大的认购订单,显示机构投资者需求强劲。另有消息人士透露,马斯克曾在路演期间短暂参加与潜在投资者举行的Zoom会议。根据安排,SpaceX总裁格温·肖特韦尔(Gwynne Shotwell)和首席财务官布雷特·约翰逊(Bret Johnsen)预计于周二在纽约曼哈顿出席由摩根士丹利举办的机构投资者午餐会,约300名机构投资者受邀参加。知情人士表示,目前交易仍处于市场推广阶段,投资者认购情况在IPO定价前仍可能发生变化。最终配售结果将在定价时确定,大型机构投资者通常会在发行后期提交认购订单。SpaceX在路演材料和IPO文件中重点介绍了其火箭发射业务和星链(Starlink)互联网业务的发展情况。公司同时将星链、人工智能及太空数据中心视为未来关键增长驱动力,并表示其具备利用太空构建人工智能计算能力的独特优势。此次IPO正值市场波动加剧之际。分析认为,近期市场回调的原因之一,可能是部分投资者为参与SpaceX IPO而出售其他资产筹集资金。","news_type":1,"symbols_score_info":{"07766":0.6,"TSLW":0.6,"TEST":0.6,"TSLZ":0.6,"TSLL":0.6,"TLA":0.6,"TSLQ":0.6,"TSYY":0.6,"TSLG":0.6,"TSLS":0.6,"TSLO":0.6,"TSLP":0.6,"TSLI":0.6,"TSLA":1.86,"SPCU":1.1,"07366":0.6,"TSLR":0.6,"TSL":0.6,"TESL":0.6,"TSLT":0.6,"09766":0.6,"CRSH":0.6,"TSDD":0.6,"TSLY":0.6,"TSII":0.6,"09366":0.6}},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573534032863424,"gmtCreate":1781052596686,"gmtModify":1781055108634,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547669272572533","authorIdStr":"3547669272572533"},"themes":[],"title":"","htmlText":"死猫跳而已","listText":"死猫跳而已","text":"死猫跳而已","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573534032863424","repostId":"2642092418","repostType":2,"repost":{"id":"2642092418","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":1781048042,"share":"https://www.laohu8.com/m/news/2642092418?lang=zh_CN&edition=full","pubTime":"2026-06-10 07:34","market":"us","language":"zh","title":"标普纳指跌破周五低点:健康重置,还是警告信号?","url":"https://stock-news.laohu8.com/highlight/detail?id=2642092418","media":"华尔街见闻","summary":"美股延续跌势,三大指数均跌破上周五低点,科技与能源板块领跌。比特币与黄金同步遭抛售,暗示流动性压力显现。高盛分析师认为近期下跌是健康重置;摩根大通分析师认为美股短期维持震荡,并将跑输欧洲。关注周三即将公布的美国CPI数据以及沃什下周在议息会议上的表态。","content":"<html><head></head><body><p style=\"text-align: left;\">美股延续跌势,<a href=\"https://laohu8.com/S/161125\">标普500</a>指数、纳斯达克指数及道琼斯指数相继跌破上周五低点,科技与能源板块领跌。<strong>此轮下跌缺乏明确的驱动催化剂</strong>,令市场参与者对下行性质的判断出现明显分歧。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ad665f02cf339e928cb442b5f29e975b\" data-align=\"center\" tg-width=\"1024\" tg-height=\"778\"/><span></span></p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/GS\">高盛</a>跨资产销售部门股票执行主管Brian Garrett将当前局面的核心矛盾概括为:"这究竟是一次健康重置,还是一次警示信号?"他本人倾向于前者,<strong>认为波动过后市场将站上更坚实的基础。</strong></p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>市场情报主管Andrew Tyler则<strong>预计市场短期内将维持震荡,并指出美股在此轮轮动中可能跑输欧洲等发达市场。</strong></p><p style=\"text-align: left;\">比特币与黄金同步遭到抛售,债券市场相对平静,这一组合暗示部分抛盘源于<strong>流动性或保证金需求</strong>,而非单纯的风险规避情绪。本周即将公布的<strong>美国CPI数据以及美联储主席沃什下周在议息会议上的表态</strong>,将成为判断市场走向的关键节点。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0ea97386391df2a70f51ce9687fadfbe\" data-align=\"center\" tg-width=\"958\" tg-height=\"559\"/><span></span></p><h2 style=\"text-align: left;\">科技股承压,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>首当其冲</h2><p style=\"text-align: left;\">科技板块是此轮跌势的核心来源,半导体个股再度走软。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/95cf56441b3108893a7f942392b7ac70\" data-align=\"center\" tg-width=\"958\" tg-height=\"559\"/><span></span></p><p style=\"text-align: left;\">苹果公司承受了最直接的压力,市场将此归因于昨日全球开发者大会(WWDC)令人失望的表现。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e7ff4899496e91b22d87c090525e5f03\" data-align=\"center\" tg-width=\"1024\" tg-height=\"709\"/><span></span></p><p style=\"text-align: left;\">能源板块同步下跌,但从历史经验来看,油价走低通常对股市具有支撑作用。目前整个大盘指数走弱,主要是由科技与能源两大板块的权重拖累所致,其余多数板块仍处于正区间。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a45c4ee2d1a40614e52f85666ff90996\" data-align=\"center\" tg-width=\"1024\" tg-height=\"663\"/><span></span></p><p style=\"text-align: left;\">短线来看,盘初的空头回补行情迅速消退,零日期权(0-DTE)看涨期权卖方主导了负delta方向的资金流动,加剧了市场下行压力。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2dcc750f0b20b33f5e800a19b5ff58d0\" data-align=\"center\" tg-width=\"1024\" tg-height=\"746\"/><span></span></p><h2 style=\"text-align: left;\">轮动而非减仓,成为主流选择</h2><p style=\"text-align: left;\">据彭博报道,此前连续数周的资金持续流入在此轮科技股抛售中骤然转向,但投资者对权益资产的整体兴趣并未明显退潮。市场目前倾向于板块轮动,而非全面降低仓位。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/DB\">德意志银行</a>数据显示,上周对冲基金持续积极买入,美国大盘科技股的仓位已攀升至历史第97百分位。尽管如此,整体股票敞口尚未达到明显过度集中的程度,这在一定程度上支撑了"仍有增量买盘空间"的判断,即便指数层面的上涨动能趋于停滞。</p><p style=\"text-align: left;\">Capital.com高级市场分析师Daniela Hathorn指出:</p><blockquote><p style=\"text-align: left;\">"或许最重要的进展是,在数周单边上涨之后,市场终于开始出现双向价格行为。"</p></blockquote><p style=\"text-align: left;\">她认为,收益率走高、通胀预期升温以及地缘政治不确定性重燃,正共同迫使投资者重新审视估值水平。</p><h2 style=\"text-align: left;\">美股或阶段性跑输欧洲</h2><p style=\"text-align: left;\">多位分析师认为,此轮科技股调整对美股的相对表现影响更为深远。Tyler表示:</p><blockquote><p style=\"text-align: left;\">"这不一定是一次普涨式的扩散行情,科技股可能在绝对层面继续走低,令标普500维持横盘乃至小幅下行。美股在此轮轮动中将跑输其他发达市场。"</p></blockquote><p style=\"text-align: left;\">他具体看好英国与欧盟市场在战术层面对美股的相对表现,直至科技股重新企稳。</p><p style=\"text-align: left;\">对于欧洲市场而言,<strong>科技及人工智能相关敞口较低本是相对优势</strong>,但前提是中东地缘局势不进一步恶化。彭博报道称,尽管紧张态势持续,特朗普总统仍明确表现出抑制升级的意愿。</p><p style=\"text-align: left;\">在利率前景方面,<strong>欧洲央行本周的加息举措已被市场充分定价,而美联储路径则存在更多不确定性。</strong>10年期美债收益率目前徘徊于4.5%上方,分析人士指出,需要更大幅度的利率波动才可能触发股市新一轮下跌。</p><h2 style=\"text-align: left;\">CPI数据与官员表态将左右短期走向</h2><p style=\"text-align: left;\">市场当前面临一系列密集的风险事件。Tyler表示,<strong>本周三公布的CPI数据将在很大程度上决定债券市场能否企稳。与此同时,美联储目前处于"静默期",限制了官员对市场预期的主动引导空间,构成股市的额外下行风险。</strong></p><p style=\"text-align: left;\">Brian Garrett则提醒,当前市场对宏观经济数据的关注度明显不足,而这些数据对利率走势与就业市场具有实质性影响。</p><p style=\"text-align: left;\">他建议投资者以<a href=\"https://laohu8.com/S/XDEW.UK\">标普500等权</a>重指数对冲标普500期权的方式布局"扩散行情",或重点审视剔除人工智能概念后的标普500结构性机会。</p><p style=\"text-align: left;\">Hathorn总结称,未来数周市场走势更可能呈现整理格局,而非延续此前自4月以来近乎垂直上涨的态势。投资者将需要更多证据,以确认企业盈利能够持续跑赢日益复杂的宏观逆风。</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>标普纳指跌破周五低点:健康重置,还是警告信号?</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n标普纳指跌破周五低点:健康重置,还是警告信号?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-10 07:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">美股延续跌势,<a href=\"https://laohu8.com/S/161125\">标普500</a>指数、纳斯达克指数及道琼斯指数相继跌破上周五低点,科技与能源板块领跌。<strong>此轮下跌缺乏明确的驱动催化剂</strong>,令市场参与者对下行性质的判断出现明显分歧。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ad665f02cf339e928cb442b5f29e975b\" data-align=\"center\" tg-width=\"1024\" tg-height=\"778\"/><span></span></p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/GS\">高盛</a>跨资产销售部门股票执行主管Brian Garrett将当前局面的核心矛盾概括为:"这究竟是一次健康重置,还是一次警示信号?"他本人倾向于前者,<strong>认为波动过后市场将站上更坚实的基础。</strong></p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>市场情报主管Andrew Tyler则<strong>预计市场短期内将维持震荡,并指出美股在此轮轮动中可能跑输欧洲等发达市场。</strong></p><p style=\"text-align: left;\">比特币与黄金同步遭到抛售,债券市场相对平静,这一组合暗示部分抛盘源于<strong>流动性或保证金需求</strong>,而非单纯的风险规避情绪。本周即将公布的<strong>美国CPI数据以及美联储主席沃什下周在议息会议上的表态</strong>,将成为判断市场走向的关键节点。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0ea97386391df2a70f51ce9687fadfbe\" data-align=\"center\" tg-width=\"958\" tg-height=\"559\"/><span></span></p><h2 style=\"text-align: left;\">科技股承压,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>首当其冲</h2><p style=\"text-align: left;\">科技板块是此轮跌势的核心来源,半导体个股再度走软。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/95cf56441b3108893a7f942392b7ac70\" data-align=\"center\" tg-width=\"958\" tg-height=\"559\"/><span></span></p><p style=\"text-align: left;\">苹果公司承受了最直接的压力,市场将此归因于昨日全球开发者大会(WWDC)令人失望的表现。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e7ff4899496e91b22d87c090525e5f03\" data-align=\"center\" tg-width=\"1024\" tg-height=\"709\"/><span></span></p><p style=\"text-align: left;\">能源板块同步下跌,但从历史经验来看,油价走低通常对股市具有支撑作用。目前整个大盘指数走弱,主要是由科技与能源两大板块的权重拖累所致,其余多数板块仍处于正区间。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a45c4ee2d1a40614e52f85666ff90996\" data-align=\"center\" tg-width=\"1024\" tg-height=\"663\"/><span></span></p><p style=\"text-align: left;\">短线来看,盘初的空头回补行情迅速消退,零日期权(0-DTE)看涨期权卖方主导了负delta方向的资金流动,加剧了市场下行压力。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2dcc750f0b20b33f5e800a19b5ff58d0\" data-align=\"center\" tg-width=\"1024\" tg-height=\"746\"/><span></span></p><h2 style=\"text-align: left;\">轮动而非减仓,成为主流选择</h2><p style=\"text-align: left;\">据彭博报道,此前连续数周的资金持续流入在此轮科技股抛售中骤然转向,但投资者对权益资产的整体兴趣并未明显退潮。市场目前倾向于板块轮动,而非全面降低仓位。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/DB\">德意志银行</a>数据显示,上周对冲基金持续积极买入,美国大盘科技股的仓位已攀升至历史第97百分位。尽管如此,整体股票敞口尚未达到明显过度集中的程度,这在一定程度上支撑了"仍有增量买盘空间"的判断,即便指数层面的上涨动能趋于停滞。</p><p style=\"text-align: left;\">Capital.com高级市场分析师Daniela Hathorn指出:</p><blockquote><p style=\"text-align: left;\">"或许最重要的进展是,在数周单边上涨之后,市场终于开始出现双向价格行为。"</p></blockquote><p style=\"text-align: left;\">她认为,收益率走高、通胀预期升温以及地缘政治不确定性重燃,正共同迫使投资者重新审视估值水平。</p><h2 style=\"text-align: left;\">美股或阶段性跑输欧洲</h2><p style=\"text-align: left;\">多位分析师认为,此轮科技股调整对美股的相对表现影响更为深远。Tyler表示:</p><blockquote><p style=\"text-align: left;\">"这不一定是一次普涨式的扩散行情,科技股可能在绝对层面继续走低,令标普500维持横盘乃至小幅下行。美股在此轮轮动中将跑输其他发达市场。"</p></blockquote><p style=\"text-align: left;\">他具体看好英国与欧盟市场在战术层面对美股的相对表现,直至科技股重新企稳。</p><p style=\"text-align: left;\">对于欧洲市场而言,<strong>科技及人工智能相关敞口较低本是相对优势</strong>,但前提是中东地缘局势不进一步恶化。彭博报道称,尽管紧张态势持续,特朗普总统仍明确表现出抑制升级的意愿。</p><p style=\"text-align: left;\">在利率前景方面,<strong>欧洲央行本周的加息举措已被市场充分定价,而美联储路径则存在更多不确定性。</strong>10年期美债收益率目前徘徊于4.5%上方,分析人士指出,需要更大幅度的利率波动才可能触发股市新一轮下跌。</p><h2 style=\"text-align: left;\">CPI数据与官员表态将左右短期走向</h2><p style=\"text-align: left;\">市场当前面临一系列密集的风险事件。Tyler表示,<strong>本周三公布的CPI数据将在很大程度上决定债券市场能否企稳。与此同时,美联储目前处于"静默期",限制了官员对市场预期的主动引导空间,构成股市的额外下行风险。</strong></p><p style=\"text-align: left;\">Brian Garrett则提醒,当前市场对宏观经济数据的关注度明显不足,而这些数据对利率走势与就业市场具有实质性影响。</p><p style=\"text-align: left;\">他建议投资者以<a href=\"https://laohu8.com/S/XDEW.UK\">标普500等权</a>重指数对冲标普500期权的方式布局"扩散行情",或重点审视剔除人工智能概念后的标普500结构性机会。</p><p style=\"text-align: left;\">Hathorn总结称,未来数周市场走势更可能呈现整理格局,而非延续此前自4月以来近乎垂直上涨的态势。投资者将需要更多证据,以确认企业盈利能够持续跑赢日益复杂的宏观逆风。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/774a7566efd1c21b05c70cc56022bb19","relate_stocks":{"LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","SVXY":"做空波动率指数短期期货ETF-ProShares","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","LU0642271901.SGD":"Janus Henderson Horizon Global 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Tyler则预计市场短期内将维持震荡,并指出美股在此轮轮动中可能跑输欧洲等发达市场。比特币与黄金同步遭到抛售,债券市场相对平静,这一组合暗示部分抛盘源于流动性或保证金需求,而非单纯的风险规避情绪。本周即将公布的美国CPI数据以及美联储主席沃什下周在议息会议上的表态,将成为判断市场走向的关键节点。科技股承压,苹果首当其冲科技板块是此轮跌势的核心来源,半导体个股再度走软。苹果公司承受了最直接的压力,市场将此归因于昨日全球开发者大会(WWDC)令人失望的表现。能源板块同步下跌,但从历史经验来看,油价走低通常对股市具有支撑作用。目前整个大盘指数走弱,主要是由科技与能源两大板块的权重拖累所致,其余多数板块仍处于正区间。短线来看,盘初的空头回补行情迅速消退,零日期权(0-DTE)看涨期权卖方主导了负delta方向的资金流动,加剧了市场下行压力。轮动而非减仓,成为主流选择据彭博报道,此前连续数周的资金持续流入在此轮科技股抛售中骤然转向,但投资者对权益资产的整体兴趣并未明显退潮。市场目前倾向于板块轮动,而非全面降低仓位。德意志银行数据显示,上周对冲基金持续积极买入,美国大盘科技股的仓位已攀升至历史第97百分位。尽管如此,整体股票敞口尚未达到明显过度集中的程度,这在一定程度上支撑了\"仍有增量买盘空间\"的判断,即便指数层面的上涨动能趋于停滞。Capital.com高级市场分析师Daniela Hathorn指出:\"或许最重要的进展是,在数周单边上涨之后,市场终于开始出现双向价格行为。\"她认为,收益率走高、通胀预期升温以及地缘政治不确定性重燃,正共同迫使投资者重新审视估值水平。美股或阶段性跑输欧洲多位分析师认为,此轮科技股调整对美股的相对表现影响更为深远。Tyler表示:\"这不一定是一次普涨式的扩散行情,科技股可能在绝对层面继续走低,令标普500维持横盘乃至小幅下行。美股在此轮轮动中将跑输其他发达市场。\"他具体看好英国与欧盟市场在战术层面对美股的相对表现,直至科技股重新企稳。对于欧洲市场而言,科技及人工智能相关敞口较低本是相对优势,但前提是中东地缘局势不进一步恶化。彭博报道称,尽管紧张态势持续,特朗普总统仍明确表现出抑制升级的意愿。在利率前景方面,欧洲央行本周的加息举措已被市场充分定价,而美联储路径则存在更多不确定性。10年期美债收益率目前徘徊于4.5%上方,分析人士指出,需要更大幅度的利率波动才可能触发股市新一轮下跌。CPI数据与官员表态将左右短期走向市场当前面临一系列密集的风险事件。Tyler表示,本周三公布的CPI数据将在很大程度上决定债券市场能否企稳。与此同时,美联储目前处于\"静默期\",限制了官员对市场预期的主动引导空间,构成股市的额外下行风险。Brian 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所有的机构投行都预估AI导致内存稀缺产能扩张跟不上,但是有没有想过一个问题,那些AI的内存需求根本就是子虚乌有空的呢?世界会崩塌吗?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":16,"repostSize":2,"link":"https://laohu8.com/post/563441051976792","isVote":1,"tweetType":1,"viewCount":8822,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4111302797871770","authorId":"4111302797871770","name":"ylin211","avatar":"https://static.tigerbbs.com/00553775bc8dd1785711ed6065ac8206","crmLevel":5,"crmLevelSwitch":0,"idStr":"4111302797871770","authorIdStr":"4111302797871770"},"content":"那前一季度的超高业绩是哪里来的?闪迪现在的市盈率估值给的完全是过去的,已成事实的,一点预期都没加进去的吧","text":"那前一季度的超高业绩是哪里来的?闪迪现在的市盈率估值给的完全是过去的,已成事实的,一点预期都没加进去的吧","html":"那前一季度的超高业绩是哪里来的?闪迪现在的市盈率估值给的完全是过去的,已成事实的,一点预期都没加进去的吧"},{"author":{"id":"3566290818801808","authorId":"3566290818801808","name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","crmLevel":1,"crmLevelSwitch":0,"idStr":"3566290818801808","authorIdStr":"3566290818801808"},"content":"不评价 请用真金白银做空. 开始你的表演","text":"不评价 请用真金白银做空. 开始你的表演","html":"不评价 请用真金白银做空. 开始你的表演"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563735978477176,"gmtCreate":1778665235156,"gmtModify":1778665238094,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547669272572533","authorIdStr":"3547669272572533"},"themes":[],"title":"","htmlText":"升级版的五粮液,库存商品先出库给亚马逊谷歌甲骨文微软OPEN AI了","listText":"升级版的五粮液,库存商品先出库给亚马逊谷歌甲骨文微软OPEN AI了","text":"升级版的五粮液,库存商品先出库给亚马逊谷歌甲骨文微软OPEN AI了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/563735978477176","repostId":"2635203249","repostType":2,"repost":{"id":"2635203249","kind":"news","pubTimestamp":1778657111,"share":"https://www.laohu8.com/m/news/2635203249?lang=zh_CN&edition=full","pubTime":"2026-05-13 15:25","market":"us","language":"zh","title":"共识预期只是起点?华尔街提前锁定英伟达Q1财报“碾压式”超预期,目标价最高看至315美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2635203249","media":"智通财经","summary":"业绩预期:共识只是起点,巨额上修成常态市场普遍预期英伟达第一季度营收约为786亿美元,调整后每股收益为1.75美元。2026财年第四季度,公司营收超出市场预期19亿美元,而第三季度更是超出20亿美元以上。花旗预计,英伟达Q1营收将达到800亿美元,比市场共识高出约14亿美元。目前,该分析师已将其目标价从250美元上调至275美元,并维持“买入”评级。","content":"<html><head></head><body><p>随着<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>即将于美东时间5月20日盘后公布2027财年第一季度财报,华尔街顶级投行和分析师近日纷纷发布研报,展现出愈发强烈的看涨情绪。从花旗到<a href=\"https://laohu8.com/S/GS\">高盛</a>,再到Susquehanna和<a href=\"https://laohu8.com/S/WFC\">富国银行</a>,机构们普遍预计英伟达将再次交出一份“业绩超预期并上调指引”(Beat and Raise)的亮眼成绩单,并基于强劲的AI需求大幅上调了目标价。</p><p><strong>业绩预期:共识只是起点,巨额上修成常态</strong></p><p>市场普遍预期英伟达第一季度营收约为786亿美元,调整后每股收益为1.75美元。然而,多位分析师认为,这一共识预期过于保守。</p><p>事实上,对英伟达而言,业绩大幅超预期并非新鲜事。正如其CEO黄仁勋所言,市场对英伟达GPU的需求“疯狂”高涨。2026财年第四季度,公司营收超出市场预期19亿美元,而第三季度更是超出20亿美元以上。事实上,在过去12个季度中,仅有三个季度未能实现超过10亿美元的超预期表现。</p><p>花旗预计,英伟达Q1营收将达到800亿美元,比市场共识高出约14亿美元。花旗分析师指出,这一巨大增量主要归功于“比预期更强劲的B300芯片产能爬坡”。对于第二季度,花旗预测营收将继续环比增长11%,达到890亿美元,同样远超市场预期的870亿美元。</p><p>花旗表示:“根据最新数据反映出的Blackwell芯片需求上升,我们上调了GPU出货量预期,现预计总量为1120万单元(同比增长58%,此前为1060万单元)。此外,管理层在2026年GTC大会上对Blackwell出货进度的积极表态,也令我们上调2027财年(截至2027年1月)Blackwell的出货预期,增幅为9%,达到730万单元,主要受B300持续强劲出货推动。”</p><p>花旗补充道:“在出货量提升及产品结构优化的双重推动下,我们预计2027财年总营收将达到2840亿美元,同比增长79%。我们对GPU营收预测的提升(上调约160亿美元)主要反映了出货量假设的修正。我们预计,在2026至2027财年,AI GPU的销售额平均将占英伟达数据中心总营收的70%至80%高位区间,其余部分主要来自网络业务(以太网与InfiniBand)、独立CPU,以及软件与服务收入。”</p><p>Susquehanna分析师Christopher Rolland同样认为,随着英伟达新一代GB300 AI系统需求持续增长,公司第一季度的财报和业绩展望将表现强劲。目前,该分析师已将其目标价从250美元上调至275美元,并维持“买入”评级。</p><p>Rolland指出,英伟达持续受益于主要超大规模云服务商在AI领域的大规模投入。据该分析师估计,目前排名前五的超大规模企业2026年的资本支出预计将接近翻倍,显著高于华尔街此前的预期。</p><p>该分析师还提到,黄仁勋近期预测,Blackwell与Rubin平台的合计收入到2027年有望超过1万亿美元。基于这一判断,Rolland已将其对这两大平台截至2027年的收入预期从之前的9400亿美元上调至约1万亿美元。</p><p>富国银行的顶级分析师Aaron Rakers也大幅上调了对第一季度的预测,将营收和每股收益预期分别上调至803亿美元和1.78美元,并上调目标价至315美元。该行指出,这一修正主要反映了数据中心收入预期的提高——从722亿美元上调至746亿美元(同比增长91%)。Rakers强调,AI基础设施的“吉瓦级”容量扩张是主要驱动力。他预计,随着算力需求持续超过供给,英伟达数据中心收入将在未来几年实现飞跃式增长。</p><p>具体而言,他预计英伟达的GPU计算基础设施吉瓦容量将从2026财年的约9.2 GW,提升至2027财年的近15.7 GW、2028财年的20.8 GW以及2029财年的25.2 GW。据此,Rakers目前预计英伟达2027、2028及2029财年的数据中心收入将分别达到3525亿美元(同比增长82%)、5039亿美元(同比增长43%)和6248亿美元(同比增长24%),这些预测分别高出市场当前预期3%、11%和15%。</p><p>Rakers还预计,在Vera-Rubin平台正式推出之前,英伟达将在2027财年第二季度继续表现出对Blackwell芯片的强劲需求。因此,他同步上调了对第二财季的数据中心收入、总收入和每股收益的预期,目前预计2027财年第二季度收入为830亿美元,每股收益为1.98美元。</p><p><strong>风险与估值:高门槛下的重估可能</strong></p><p>尽管基本面强劲,但分析师也并非无视风险。高盛在维持“买入”评级和250美元目标价的同时,提醒投资者“进入财报季,该股跑赢大盘的门槛相对较高”。该行更新后的2026/2027年预估分别比市场普遍预期高出14%和34%,认为正向的盈利修正和估值重估将是未来12个月股价跑赢大盘的驱动力。</p><p>高盛认为,市场将密切关注英伟达在GTC大会上给出的万亿美元数据中心指引是否还有进一步上调空间,以及智能体AI对服务器CPU业务的潜在拉动作用。同时,投入成本上升背景下的毛利率前景也是焦点。</p><p>不过,高盛也承认,英伟达当前的估值相较历史水平和同行存在显著折价,如果业绩超预期并上调指引,很可能会出现“多重估值重评”驱动的股价上涨。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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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共识预期只是起点?华尔街提前锁定英伟达Q1财报“碾压式”超预期,目标价最高看至315美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-13 15:25 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1441118.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着英伟达即将于美东时间5月20日盘后公布2027财年第一季度财报,华尔街顶级投行和分析师近日纷纷发布研报,展现出愈发强烈的看涨情绪。从花旗到高盛,再到Susquehanna和富国银行,机构们普遍预计英伟达将再次交出一份“业绩超预期并上调指引”(Beat and Raise)的亮眼成绩单,并基于强劲的AI需求大幅上调了目标价。业绩预期:共识只是起点,巨额上修成常态市场普遍预期英伟达第一季度营收约为...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1441118.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0154236417.USD":"BGF US FLEXIBLE EQUITY 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Raise)的亮眼成绩单,并基于强劲的AI需求大幅上调了目标价。业绩预期:共识只是起点,巨额上修成常态市场普遍预期英伟达第一季度营收约为786亿美元,调整后每股收益为1.75美元。然而,多位分析师认为,这一共识预期过于保守。事实上,对英伟达而言,业绩大幅超预期并非新鲜事。正如其CEO黄仁勋所言,市场对英伟达GPU的需求“疯狂”高涨。2026财年第四季度,公司营收超出市场预期19亿美元,而第三季度更是超出20亿美元以上。事实上,在过去12个季度中,仅有三个季度未能实现超过10亿美元的超预期表现。花旗预计,英伟达Q1营收将达到800亿美元,比市场共识高出约14亿美元。花旗分析师指出,这一巨大增量主要归功于“比预期更强劲的B300芯片产能爬坡”。对于第二季度,花旗预测营收将继续环比增长11%,达到890亿美元,同样远超市场预期的870亿美元。花旗表示:“根据最新数据反映出的Blackwell芯片需求上升,我们上调了GPU出货量预期,现预计总量为1120万单元(同比增长58%,此前为1060万单元)。此外,管理层在2026年GTC大会上对Blackwell出货进度的积极表态,也令我们上调2027财年(截至2027年1月)Blackwell的出货预期,增幅为9%,达到730万单元,主要受B300持续强劲出货推动。”花旗补充道:“在出货量提升及产品结构优化的双重推动下,我们预计2027财年总营收将达到2840亿美元,同比增长79%。我们对GPU营收预测的提升(上调约160亿美元)主要反映了出货量假设的修正。我们预计,在2026至2027财年,AI GPU的销售额平均将占英伟达数据中心总营收的70%至80%高位区间,其余部分主要来自网络业务(以太网与InfiniBand)、独立CPU,以及软件与服务收入。”Susquehanna分析师Christopher Rolland同样认为,随着英伟达新一代GB300 AI系统需求持续增长,公司第一季度的财报和业绩展望将表现强劲。目前,该分析师已将其目标价从250美元上调至275美元,并维持“买入”评级。Rolland指出,英伟达持续受益于主要超大规模云服务商在AI领域的大规模投入。据该分析师估计,目前排名前五的超大规模企业2026年的资本支出预计将接近翻倍,显著高于华尔街此前的预期。该分析师还提到,黄仁勋近期预测,Blackwell与Rubin平台的合计收入到2027年有望超过1万亿美元。基于这一判断,Rolland已将其对这两大平台截至2027年的收入预期从之前的9400亿美元上调至约1万亿美元。富国银行的顶级分析师Aaron Rakers也大幅上调了对第一季度的预测,将营收和每股收益预期分别上调至803亿美元和1.78美元,并上调目标价至315美元。该行指出,这一修正主要反映了数据中心收入预期的提高——从722亿美元上调至746亿美元(同比增长91%)。Rakers强调,AI基础设施的“吉瓦级”容量扩张是主要驱动力。他预计,随着算力需求持续超过供给,英伟达数据中心收入将在未来几年实现飞跃式增长。具体而言,他预计英伟达的GPU计算基础设施吉瓦容量将从2026财年的约9.2 GW,提升至2027财年的近15.7 GW、2028财年的20.8 GW以及2029财年的25.2 GW。据此,Rakers目前预计英伟达2027、2028及2029财年的数据中心收入将分别达到3525亿美元(同比增长82%)、5039亿美元(同比增长43%)和6248亿美元(同比增长24%),这些预测分别高出市场当前预期3%、11%和15%。Rakers还预计,在Vera-Rubin平台正式推出之前,英伟达将在2027财年第二季度继续表现出对Blackwell芯片的强劲需求。因此,他同步上调了对第二财季的数据中心收入、总收入和每股收益的预期,目前预计2027财年第二季度收入为830亿美元,每股收益为1.98美元。风险与估值:高门槛下的重估可能尽管基本面强劲,但分析师也并非无视风险。高盛在维持“买入”评级和250美元目标价的同时,提醒投资者“进入财报季,该股跑赢大盘的门槛相对较高”。该行更新后的2026/2027年预估分别比市场普遍预期高出14%和34%,认为正向的盈利修正和估值重估将是未来12个月股价跑赢大盘的驱动力。高盛认为,市场将密切关注英伟达在GTC大会上给出的万亿美元数据中心指引是否还有进一步上调空间,以及智能体AI对服务器CPU业务的潜在拉动作用。同时,投入成本上升背景下的毛利率前景也是焦点。不过,高盛也承认,英伟达当前的估值相较历史水平和同行存在显著折价,如果业绩超预期并上调指引,很可能会出现“多重估值重评”驱动的股价上涨。","news_type":1,"symbols_score_info":{"DIPS":0.6,"ANV":0.6,"2NVD.UK":0.6,"AMZN":0.6,"META":0.6,"NVDG":0.6,"NVDW":0.6,"SNVD.UK":0.6,"NVDO":0.6,"NVDU":0.6,"AAPL":0.6,"NVD":0.6,"NVDS":0.6,"NVD2.UK":0.6,"NVDB":0.6,"NVDS.UK":0.6,"GOOG":0.6,"NVDA":1.98,"NVDY":0.6,"NVD3.UK":0.6,"3NVD.UK":0.6,"NVDL":0.6,"NVIW.SI":0.6,"NVDX":0.6,"NVII":0.6,"MSFT":0.6,"NVDD":0.6,"TSLA":0.6,"NVDQ":0.6}},"isVote":1,"tweetType":1,"viewCount":1586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":575918610289352,"gmtCreate":1781619007455,"gmtModify":1781619763727,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547669272572533","authorIdStr":"3547669272572533"},"themes":[],"title":"","htmlText":"<a 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21:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">受美伊签署谅解备忘录提振,美股三大指数周四集体高开。 <a href=\"https://laohu8.com/S/INTC\">英特尔</a>成为开盘阶段最耀眼的明星,股价大涨超10%创下历史新高。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bd893f4edddb6a04da8c3e92c1957c39\" data-align=\"center\" tg-width=\"702\" tg-height=\"168\"/><span></span></p><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/16c8dc32211418f9d7727a5f16195857","relate_stocks":{"LINT":"Direxion Daily INTC Bull 2X ETF","INTW":"2倍做多INTC ETF-GraniteShares","INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118885505","content_text":"受美伊签署谅解备忘录提振,美股三大指数周四集体高开。 英特尔成为开盘阶段最耀眼的明星,股价大涨超10%创下历史新高。","news_type":1,"symbols_score_info":{"LINT":0.6,"INTW":0.6,"INTC":2}},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571621252290872,"gmtCreate":1780580225979,"gmtModify":1780580363622,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547669272572533","authorIdStr":"3547669272572533"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$ </a> 是那个CEO被当街毙掉的公司吗?听说为富不仁。","listText":"<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$ </a> 是那个CEO被当街毙掉的公司吗?听说为富不仁。","text":"$联合健康(UNH)$ 是那个CEO被当街毙掉的公司吗?听说为富不仁。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/571621252290872","isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576578266002920,"gmtCreate":1781789667155,"gmtModify":1781789801425,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547669272572533","authorIdStr":"3547669272572533"},"themes":[],"title":"","htmlText":"特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。","listText":"特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。","text":"特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576578266002920","repostId":"1164114532","repostType":2,"repost":{"id":"1164114532","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1781758855,"share":"https://www.laohu8.com/m/news/1164114532?lang=zh_CN&edition=full","pubTime":"2026-06-18 13:00","market":"us","language":"zh","title":"特朗普:我决定帮助英特尔,因为我们需要在美国设计和制造的芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=1164114532","media":"老虎资讯综合","summary":"英特尔夜盘急升超7%。消息面上,美国总统特朗普发文称,我决定帮助英特尔,因为我们需要在美国设计和制造我们的芯片。首先,我们引入了英伟达,他们同意与英特尔合作制造他们的第一层级芯片。其次,马斯克同意建造他的TerraFab,这是全球芯片工厂,与英特尔的技术团队共同设计。最后,苹果公司已同意与英特尔合作,在美国设计和制造其芯片。我们决定帮助英特尔,以换取其10%的股份。","content":"<html><head></head><body><p style=\"text-align: left;\">英特尔夜盘急升超7%。消息面上,美国总统特朗普发文称,我决定帮助英特尔,因为我们需要在美国设计和制造我们的芯片。</p><p style=\"text-align: left;\">首先,我们引入了<strong>英伟达</strong>,他们同意与英特尔合作制造他们的第一层级芯片。其次,马斯克同意建造他的TerraFab,这是全球芯片工厂,与英特尔的技术团队共同设计。最后,<strong>苹果</strong>公司已同意与英特尔合作,在美国设计和制造其芯片。我们决定帮助英特尔,以换取其10%的股份。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fcdc499e0f642ebc2a0f2d78be29725f\" data-align=\"center\" tg-width=\"526\" tg-height=\"181\"/><span></span></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>特朗普:我决定帮助英特尔,因为我们需要在美国设计和制造的芯片</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{ 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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特朗普:我决定帮助英特尔,因为我们需要在美国设计和制造的芯片\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-06-18 13:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">英特尔夜盘急升超7%。消息面上,美国总统特朗普发文称,我决定帮助英特尔,因为我们需要在美国设计和制造我们的芯片。</p><p style=\"text-align: left;\">首先,我们引入了<strong>英伟达</strong>,他们同意与英特尔合作制造他们的第一层级芯片。其次,马斯克同意建造他的TerraFab,这是全球芯片工厂,与英特尔的技术团队共同设计。最后,<strong>苹果</strong>公司已同意与英特尔合作,在美国设计和制造其芯片。我们决定帮助英特尔,以换取其10%的股份。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fcdc499e0f642ebc2a0f2d78be29725f\" data-align=\"center\" tg-width=\"526\" tg-height=\"181\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e58fcd4a67c330616cf11ed02c0ac7c5","relate_stocks":{"LINT":"Direxion Daily INTC Bull 2X ETF","INTW":"2倍做多INTC ETF-GraniteShares","INTC":"英特尔","04335":"英特尔-T"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164114532","content_text":"英特尔夜盘急升超7%。消息面上,美国总统特朗普发文称,我决定帮助英特尔,因为我们需要在美国设计和制造我们的芯片。首先,我们引入了英伟达,他们同意与英特尔合作制造他们的第一层级芯片。其次,马斯克同意建造他的TerraFab,这是全球芯片工厂,与英特尔的技术团队共同设计。最后,苹果公司已同意与英特尔合作,在美国设计和制造其芯片。我们决定帮助英特尔,以换取其10%的股份。","news_type":1,"symbols_score_info":{"INTC":2,"INTW":0.6,"04335":2,"LINT":0.6}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":575860567643736,"gmtCreate":1781604913187,"gmtModify":1781605344559,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547669272572533","authorIdStr":"3547669272572533"},"themes":[],"title":"","htmlText":"人就是这样,死之前两手拼命抓,死的时候两手一松啥也带不走。","listText":"人就是这样,死之前两手拼命抓,死的时候两手一松啥也带不走。","text":"人就是这样,死之前两手拼命抓,死的时候两手一松啥也带不走。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/575860567643736","repostId":"2643758086","repostType":4,"repost":{"id":"2643758086","kind":"live","pubTimestamp":1781603072,"share":"https://www.laohu8.com/m/news/2643758086?lang=zh_CN&edition=full","pubTime":"2026-06-16 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href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/fbdf8f4e49a68183acf7f324c9833000","relate_stocks":{"TSM":"台积电","LINT":"Direxion Daily INTC Bull 2X ETF","AVGW":"Roundhill AVGO WeeklyPay ETF","MVLL":"2倍做多MRVL ETF-GraniteShares","ASMG":"2倍做多ASML ETF- Leverage Shares","NVDA":"英伟达","LRCU":"2倍做多LRCX ETF-Tradr","AVGX":"2倍做多AVGO ETF-Defiance","UCTT":"超科林半导体","KLAC":"科磊","SNPX":"2倍做多SNPS ETF-Tradr","SMCI":"超微电脑","ASMU":"Direxion Daily ASML Bull 2X ETF","LRCX":"拉姆研究","AVL":"2倍做多AVGO ETF-Direxion","Q":"Qnity Electronics Inc","QRVO":"Qorvo, Inc.","ANV":"GraniteShares Autocallable NVDA ETF","INTW":"2倍做多INTC ETF-GraniteShares","KLAG":"Leverage Shares 2X Long KLAC Daily ETF","WDCX":"Tradr 2X Long WDC Daily ETF","NVD":"2倍做空NVDA ETF-GraniteShares","NVDB":"ProShares Ultra NVDA ETF","AMDD":"1倍做空AMD ETF-Direxion","AMDG":"2倍做多AMD ETF- Leverage 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