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06-16 22:10

$SpaceX(SPCX)$ 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。”

06-16 18:15

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

06-16 18:13

$SpaceX(SPCX)$ 看看到底能涨多少，牛顿说他也不要理解人类的疯狂。

06-16 14:57

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

06-16 11:05

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？

06-16 10:41

$英伟达(NVDA)$ 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。

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！

06-12

$SpaceX(SPCX)$ 俗话说的好，卫星🛰️上天

06-10

$英伟达(NVDA)$ 这长长的下影线麻烦大了，明后天就填实了。

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

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？

06-09

$闪迪(SNDK)$ 最后一个崩盘的就是它了

06-09

$博通(AVGO)$ 为了拉起这个刘阿斗，华尔街也是赤膊上阵了。

06-09

为了泡沫维持下去华尔街也是拼了

博通、阿波罗、黑石集团成立战略平台，以加速超过20吉瓦的全球人工智能部署

06-09

拼多多砍一刀总是差那么一刀，估计好要再砍37刀

37次“即将达成”！特朗普不断预告伊朗协议，却一次次落空

06-09

$英伟达(NVDA)$ 精英们想用硅基AI代替人类注定失败

06-08

不可能👎

特朗普：美伊离达成协议“非常近了”，不要求以黎停火成为短期协议的一部分

06-07

黄皮子想以一己之力拉起整个供应链的股价，这个困难度真的是蛮大的。

黄仁勋周末将会晤韩国两大游戏巨头负责人

06-06

你那一点点🤏钱💰哪里够它们烧🔥TOKEN

知情人士：美国政府考虑入股人工智能企业

06-06

进指数找接盘基金

AI概念股迎重磅利好！迈威尔科技、伟创力跻身标普500指数盘后股价齐涨

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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":82,"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&#34;快速建档&#34;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;\">&#34;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。&#34;</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 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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&#34;快速建档&#34;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;\">&#34;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。&#34;</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":{"NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDQ":"2倍做空NVDA ETF-T-Rex","NVDS":"1.5倍做空NVDA ETF-Tradr","ANV":"GraniteShares Autocallable NVDA ETF","NVDU":"2倍做多NVDA ETF-Direxion","NVDW":"NVDA周配息ETF-Roundhill","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDX":"2倍做多NVDA ETF-T-Rex","NVD":"2倍做空NVDA ETF-GraniteShares","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDY":"NVDA期权收益策略ETF-YieldMax","07388":"XI二南英伟","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","NVDD":"1倍做空NVDA ETF-Direxion","NVDG":"2倍做多NVDA ETF- Leverage Shares","07788":"南方两倍做多英伟达","NVDL":"2倍做多NVDA 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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 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19:45","market":"fut","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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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":{"LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc 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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一个称谓是“MANGOS”，分别代表Meta、Anthropic、英伟达、Alphabet、OpenAI以及SpaceX。不过部分人士将其中的“A”解读为苹果。BRI Wealth Management首席执行官丹·博德曼-韦斯顿则提出了另一名称：“Magna 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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 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":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 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":"$英伟达(NVDA)$ 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。","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":168,"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&#34;历史性IPO首秀&#34;。马斯克随即回应，表示将把与英伟达&#34;令人兴奋的合作推向新水平&#34;。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&#34;新水平&#34;，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&#34;11万块英伟达GPU、CPU、内存及相关组件&#34;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&#34;22万块英伟达GPU（含H100、H200、GB200等型号）&#34;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&#34;Terafab&#34;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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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&#34;历史性IPO首秀&#34;。马斯克随即回应，表示将把与英伟达&#34;令人兴奋的合作推向新水平&#34;。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&#34;新水平&#34;，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&#34;11万块英伟达GPU、CPU、内存及相关组件&#34;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&#34;22万块英伟达GPU（含H100、H200、GB200等型号）&#34;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&#34;Terafab&#34;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":{"LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU1400636491.USD":"Allianz Europe Income and Growth Cl AMg DIS H2-USD","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc 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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":482,"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":"hk","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":{"LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc 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INC"},"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":{"TSLQ":0.6,"TSLA":1.86,"TESL":0.6,"TSLT":0.6,"TSDD":0.6,"07366":0.6,"TSLL":0.6,"TSLZ":0.6,"TSLR":0.6,"TSLG":0.6,"SPCU":1.1,"TLA":0.6,"09766":0.6,"TEST":0.6,"TSL":0.6,"TSLS":0.6,"TSLO":0.6,"TSLW":0.6,"09366":0.6,"07766":0.6,"TSII":0.6,"TSLP":0.6,"TSYY":0.6,"CRSH":0.6,"TSLY":0.6,"TSLI":0.6}},"isVote":1,"tweetType":1,"viewCount":67,"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：&#34;这究竟是一次健康重置，还是一次警示信号？&#34;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&#34;仍有增量买盘空间&#34;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;\">&#34;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。&#34;</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;\">&#34;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。&#34;</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&#34;静默期&#34;，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&#34;扩散行情&#34;，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 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; 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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：&#34;这究竟是一次健康重置，还是一次警示信号？&#34;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&#34;仍有增量买盘空间&#34;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;\">&#34;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。&#34;</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;\">&#34;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。&#34;</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&#34;静默期&#34;，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&#34;扩散行情&#34;，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":{"LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","HK0000532082.HKD":"ALLIANZ SELECTION INCOME AND GROWTH \"AM\" (HKD) INC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM 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SGD-H"},"source_url":"https://wallstreetcn.com/articles/3774261","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2642092418","content_text":"美股延续跌势，标普500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。此轮下跌缺乏明确的驱动催化剂，令市场参与者对下行性质的判断出现明显分歧。高盛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，认为波动过后市场将站上更坚实的基础。摩根大通市场情报主管Andrew 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 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。他建议投资者以标普500等权重指数对冲标普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。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。","news_type":1,"symbols_score_info":{"SQQQ":2,"TQQQ":2,"SPUU":0.6,"VXX":2,"SVIX":0.6,"MMAX":0.6,"ESmain":2,"SPDN":0.6,"SH":0.6,"SDOW":0.6,"FTEC":0.6,"NQmain":2,"DDM":0.6,"UPRO":0.6,"JEPQ":0.6,"SPYU":0.6,"SPYH":0.6,"DXD":0.6,"DIA":0.6,"IVV":0.6,"OEF":0.6,"QDTE":0.6,"SPXU":0.6,"HIBL":0.6,"SPYQ":0.6,"SMAX":0.6,"VIXY":2,"QQQJ":0.6,"IYW":0.6,"YSPY":0.6,"SSO":0.6,"UDOW":0.6,"SPYI":0.6,"QYLG":0.6,"UVXY":0.6,".SPX":2,"VOO":0.6,"SVXY":0.6,"SPXS":0.6,"QQQ":2,".DJI":2,".IXIC":2,"DMAX":0.6,"SDS":0.6,"DOG":0.6,"YMmain":2,"VIX":2,"SPYM":0.6,"UVIX":0.6,"SPYB":0.6,"QQQE":0.6,"ONEQ":0.6,"QQQY":0.6,"TECS":0.6,"SPXL":0.6,"VIXmain":2,"QQQA":0.6,"SPY":0.6}},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573379456983272,"gmtCreate":1781014858831,"gmtModify":1781015237616,"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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为了拉起这个刘阿斗，华尔街也是赤膊上阵了。","text":"$博通(AVGO)$ 为了拉起这个刘阿斗，华尔街也是赤膊上阵了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573370675836928","isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573364565153240,"gmtCreate":1781011231028,"gmtModify":1781011245709,"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":"为了泡沫维持下去华尔街也是拼了","listText":"为了泡沫维持下去华尔街也是拼了","text":"为了泡沫维持下去华尔街也是拼了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573364565153240","repostId":"1182740219","repostType":2,"repost":{"id":"1182740219","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":1781010336,"share":"https://www.laohu8.com/m/news/1182740219?lang=zh_CN&edition=full","pubTime":"2026-06-09 21:05","market":"us","language":"zh","title":"博通、阿波罗、黑石集团成立战略平台，以加速超过20吉瓦的全球人工智能部署","url":"https://stock-news.laohu8.com/highlight/detail?id=1182740219","media":"老虎资讯综合","summary":"6月9日，$博通(AVGO)$盘前短线拉升，现涨近3%！消息面上，博通、阿波罗、$黑石(BX)$集团成立战略平台，以加速超过20吉瓦的全球人工智能部署。","content":"<html><head></head><body><p style=\"text-align: left;\">6月9日，<a href=\"https://laohu8.com/S/AVGO\">博通</a>盘前短线拉升，现涨近3%！消息面上，博通、阿波罗、<a href=\"https://laohu8.com/S/BX\">黑石</a>集团成立战略平台，以加速超过20吉瓦的全球人工智能部署；首期350亿美元将用于支持Anthropic此前宣布的超过1吉瓦计算基础设施的产能扩建。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9638831586b6ce092b2cb343a5bf414d\" title=\"\" tg-width=\"834\" tg-height=\"729\"/></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\" 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class=\"h-time\">2026-06-09 21:05</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;\">6月9日，<a href=\"https://laohu8.com/S/AVGO\">博通</a>盘前短线拉升，现涨近3%！消息面上，博通、阿波罗、<a href=\"https://laohu8.com/S/BX\">黑石</a>集团成立战略平台，以加速超过20吉瓦的全球人工智能部署；首期350亿美元将用于支持Anthropic此前宣布的超过1吉瓦计算基础设施的产能扩建。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9638831586b6ce092b2cb343a5bf414d\" title=\"\" tg-width=\"834\" tg-height=\"729\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"161631":"人工智能","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) 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19:05","market":"us","language":"zh","title":"37次“即将达成”！特朗普不断预告伊朗协议，却一次次落空","url":"https://stock-news.laohu8.com/highlight/detail?id=2642464134","media":"华尔街见闻","summary":"37次“即将达成”协议，0次落地。特朗普6月9日再称美伊谈判‘两到三天内’敲定，但自3月以来其乐观表态已导致市场敏感性下降。分析人士指出，此类口头信号的可信度已严重受损。大宗商品投资者在评估“即将达成”类声明时，宜维持较高的预期折扣系数。","content":"<html><head></head><body><blockquote><p>37次“即将达成”协议，0次落地。特朗普6月9日再称美伊谈判‘两到三天内’敲定，但自3月以来其乐观表态已导致市场敏感性下降。分析人士指出，此类口头信号的可信度已严重受损。大宗商品投资者在评估“即将达成”类声明时，宜维持较高的预期折扣系数。</p></blockquote><p style=\"text-align: left;\">当地时间6月9日，特朗普再度表示，美伊谈判已进入“最后关头”。</p><p style=\"text-align: left;\">据新华社，特朗普9日在纽约肯尼迪国际机场接受记者采访时说，“我们正处在最后关头，将达成一份非常、非常棒的协议”。<strong>当被问及谈判还需耗时多久，特朗普回答：“两到三天。”</strong></p><p style=\"text-align: left;\">然而，据媒体统计，过去两个多月间，<strong>特朗普已至少37次公开释放类似乐观信号</strong>。自4月7日宣布停火以来，其措辞从“非常接近协议”到“伊朗愿给一切”不断升级，<strong>但始终未见实质性成果落地</strong>。</p><p style=\"text-align: left;\">分析人士认为，<strong>此类反复出现的表态模式正削弱其市场参考价值</strong>。无论出于稳定金融市场考量，还是制造舆论压力推动谈判，缺乏具体进展支撑的口头信号，已引发投资者系统性降低敏感度。</p><h2 id=\"id_2290830803\" style=\"text-align: left;\">37次“即将达成”：一份未能落地的表态时间线</h2><p style=\"text-align: left;\">据CNN统计，自3月23日以来，<strong>特朗普已至少37次公开表示美伊协议“即将达成”或伊朗“迫切希望谈判”。</strong></p><p style=\"text-align: left;\">时间线显示，这一模式始于停火之前。3月23日，特朗普称双方已就“几乎所有要点”达成共识，但伊朗随即否认存在任何谈判。此后其措辞逐步升级：3月25日称伊朗“非常想达成协议”，3月26日称伊朗“在乞求达成协议”，3月29日则称“我确实预见到伊朗协议”。</p><p style=\"text-align: left;\">4月7日宣布停火后，<strong>特朗普将原定两周的谈判窗口描述为协议“最终确定”所需时间，但两周后协议并未落地</strong>。此后，他在4月15日、17日前后多次重申协议“非常接近”，4月30日又称伊朗“渴望达成协议”。</p><p style=\"text-align: left;\">进入5月，表态节奏未见放缓。5月18日，他以中东国家请求为由，将军事打击推迟“两三天”，理由是各方“认为非常接近达成协议”。5月23日，他表示协议“基本谈完，等待最终确认”，并称将“很快”宣布。5月28日，他在访谈中再次表示“接近一项非常好的协议”。</p><h2 id=\"id_3129771225\" style=\"text-align: left;\">信号失灵：反复口头表态侵蚀市场参考价值</h2><p style=\"text-align: left;\">特朗普本人在5月18日罕见承认此前预测落空：“我们曾有过几段时期，以为相当接近达成协议，但最终没有成功。”尽管他补充称“这次有些不同”，但后续走势再度证明情况并无实质变化。</p><p style=\"text-align: left;\">CNN分析指出，<strong>特朗普持续发出此类信号，或源于判断失误，或为稳定金融市场而有意为之，亦或试图通过反复表态将其“自我实现”。但无论动机如何，这一模式已严重侵蚀相关声明的市场信号价值。</strong></p><p style=\"text-align: left;\">对依赖地缘风险溢价定价的大宗商品及能源市场而言，单一政治表态已难以构成可靠的交易依据。在协议实质性落地之前，市场有充分理由对“即将达成”类口头声明维持较高的预期折扣。</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>37次“即将达成”！特朗普不断预告伊朗协议，却一次次落空</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n37次“即将达成”！特朗普不断预告伊朗协议，却一次次落空\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\">2026-06-09 19:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>37次“即将达成”协议，0次落地。特朗普6月9日再称美伊谈判‘两到三天内’敲定，但自3月以来其乐观表态已导致市场敏感性下降。分析人士指出，此类口头信号的可信度已严重受损。大宗商品投资者在评估“即将达成”类声明时，宜维持较高的预期折扣系数。</p></blockquote><p style=\"text-align: left;\">当地时间6月9日，特朗普再度表示，美伊谈判已进入“最后关头”。</p><p style=\"text-align: left;\">据新华社，特朗普9日在纽约肯尼迪国际机场接受记者采访时说，“我们正处在最后关头，将达成一份非常、非常棒的协议”。<strong>当被问及谈判还需耗时多久，特朗普回答：“两到三天。”</strong></p><p style=\"text-align: left;\">然而，据媒体统计，过去两个多月间，<strong>特朗普已至少37次公开释放类似乐观信号</strong>。自4月7日宣布停火以来，其措辞从“非常接近协议”到“伊朗愿给一切”不断升级，<strong>但始终未见实质性成果落地</strong>。</p><p style=\"text-align: left;\">分析人士认为，<strong>此类反复出现的表态模式正削弱其市场参考价值</strong>。无论出于稳定金融市场考量，还是制造舆论压力推动谈判，缺乏具体进展支撑的口头信号，已引发投资者系统性降低敏感度。</p><h2 id=\"id_2290830803\" style=\"text-align: left;\">37次“即将达成”：一份未能落地的表态时间线</h2><p style=\"text-align: left;\">据CNN统计，自3月23日以来，<strong>特朗普已至少37次公开表示美伊协议“即将达成”或伊朗“迫切希望谈判”。</strong></p><p style=\"text-align: left;\">时间线显示，这一模式始于停火之前。3月23日，特朗普称双方已就“几乎所有要点”达成共识，但伊朗随即否认存在任何谈判。此后其措辞逐步升级：3月25日称伊朗“非常想达成协议”，3月26日称伊朗“在乞求达成协议”，3月29日则称“我确实预见到伊朗协议”。</p><p style=\"text-align: left;\">4月7日宣布停火后，<strong>特朗普将原定两周的谈判窗口描述为协议“最终确定”所需时间，但两周后协议并未落地</strong>。此后，他在4月15日、17日前后多次重申协议“非常接近”，4月30日又称伊朗“渴望达成协议”。</p><p style=\"text-align: left;\">进入5月，表态节奏未见放缓。5月18日，他以中东国家请求为由，将军事打击推迟“两三天”，理由是各方“认为非常接近达成协议”。5月23日，他表示协议“基本谈完，等待最终确认”，并称将“很快”宣布。5月28日，他在访谈中再次表示“接近一项非常好的协议”。</p><h2 id=\"id_3129771225\" style=\"text-align: left;\">信号失灵：反复口头表态侵蚀市场参考价值</h2><p style=\"text-align: left;\">特朗普本人在5月18日罕见承认此前预测落空：“我们曾有过几段时期，以为相当接近达成协议，但最终没有成功。”尽管他补充称“这次有些不同”，但后续走势再度证明情况并无实质变化。</p><p style=\"text-align: left;\">CNN分析指出，<strong>特朗普持续发出此类信号，或源于判断失误，或为稳定金融市场而有意为之，亦或试图通过反复表态将其“自我实现”。但无论动机如何，这一模式已严重侵蚀相关声明的市场信号价值。</strong></p><p style=\"text-align: left;\">对依赖地缘风险溢价定价的大宗商品及能源市场而言，单一政治表态已难以构成可靠的交易依据。在协议实质性落地之前，市场有充分理由对“即将达成”类口头声明维持较高的预期折扣。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3774230","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2642464134","content_text":"37次“即将达成”协议，0次落地。特朗普6月9日再称美伊谈判‘两到三天内’敲定，但自3月以来其乐观表态已导致市场敏感性下降。分析人士指出，此类口头信号的可信度已严重受损。大宗商品投资者在评估“即将达成”类声明时，宜维持较高的预期折扣系数。当地时间6月9日，特朗普再度表示，美伊谈判已进入“最后关头”。据新华社，特朗普9日在纽约肯尼迪国际机场接受记者采访时说，“我们正处在最后关头，将达成一份非常、非常棒的协议”。当被问及谈判还需耗时多久，特朗普回答：“两到三天。”然而，据媒体统计，过去两个多月间，特朗普已至少37次公开释放类似乐观信号。自4月7日宣布停火以来，其措辞从“非常接近协议”到“伊朗愿给一切”不断升级，但始终未见实质性成果落地。分析人士认为，此类反复出现的表态模式正削弱其市场参考价值。无论出于稳定金融市场考量，还是制造舆论压力推动谈判，缺乏具体进展支撑的口头信号，已引发投资者系统性降低敏感度。37次“即将达成”：一份未能落地的表态时间线据CNN统计，自3月23日以来，特朗普已至少37次公开表示美伊协议“即将达成”或伊朗“迫切希望谈判”。时间线显示，这一模式始于停火之前。3月23日，特朗普称双方已就“几乎所有要点”达成共识，但伊朗随即否认存在任何谈判。此后其措辞逐步升级：3月25日称伊朗“非常想达成协议”，3月26日称伊朗“在乞求达成协议”，3月29日则称“我确实预见到伊朗协议”。4月7日宣布停火后，特朗普将原定两周的谈判窗口描述为协议“最终确定”所需时间，但两周后协议并未落地。此后，他在4月15日、17日前后多次重申协议“非常接近”，4月30日又称伊朗“渴望达成协议”。进入5月，表态节奏未见放缓。5月18日，他以中东国家请求为由，将军事打击推迟“两三天”，理由是各方“认为非常接近达成协议”。5月23日，他表示协议“基本谈完，等待最终确认”，并称将“很快”宣布。5月28日，他在访谈中再次表示“接近一项非常好的协议”。信号失灵：反复口头表态侵蚀市场参考价值特朗普本人在5月18日罕见承认此前预测落空：“我们曾有过几段时期，以为相当接近达成协议，但最终没有成功。”尽管他补充称“这次有些不同”，但后续走势再度证明情况并无实质变化。CNN分析指出，特朗普持续发出此类信号，或源于判断失误，或为稳定金融市场而有意为之，亦或试图通过反复表态将其“自我实现”。但无论动机如何，这一模式已严重侵蚀相关声明的市场信号价值。对依赖地缘风险溢价定价的大宗商品及能源市场而言，单一政治表态已难以构成可靠的交易依据。在协议实质性落地之前，市场有充分理由对“即将达成”类口头声明维持较高的预期折扣。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573313269963320,"gmtCreate":1780998781170,"gmtModify":1780999530838,"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/NVDA\">$英伟达(NVDA)$&nbsp;</a> 精英们想用硅基AI代替人类注定失败","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 精英们想用硅基AI代替人类注定失败","text":"$英伟达(NVDA)$ 精英们想用硅基AI代替人类注定失败","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573313269963320","isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572937411203960,"gmtCreate":1780899623360,"gmtModify":1780899783501,"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":"不可能👎","listText":"不可能👎","text":"不可能👎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572937411203960","repostId":"1131217658","repostType":4,"repost":{"id":"1131217658","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":1780888823,"share":"https://www.laohu8.com/m/news/1131217658?lang=zh_CN&edition=full","pubTime":"2026-06-08 11:20","market":"us","language":"zh","title":"特朗普：美伊离达成协议“非常近了”，不要求以黎停火成为短期协议的一部分","url":"https://stock-news.laohu8.com/highlight/detail?id=1131217658","media":"老虎资讯综合","summary":"6月8日，当地时间6月7日，美国全国广播公司（NBC）的《与新闻界对话》节目播出了对美国总统特朗普的专访。特朗普在接受采访时称，美伊离达成协议“非常近了”，但无论能否达成协议，“我们都是赢家”，还称伊朗已让步并承诺不会拥有核武器。特朗普称，只有在协议达成后才会考虑解冻伊朗资产或解除对伊朗制裁，“前提是他们表现好”。特朗普还称，并不要求以黎停火成为短期协议的一部分。 (CCTV国际时讯)","content":"<html><head></head><body><p style=\"text-align: left;\"><span>6月8日，当地时间6月7日，美国全国广播公司（NBC）的《与新闻界对话》节目播出了对美国总统特朗普的专访。</span></p><p style=\"text-align: left;\"><span>特朗普在接受采访时称，美伊离达成协议“非常近了”，但无论能否达成协议，“我们都是赢家”，还称伊朗已让步并承诺不会拥有核武器。</span></p><p style=\"text-align: left;\"><span>特朗普称，只有在协议达成后才会考虑解冻伊朗资产或解除对伊朗制裁，“前提是他们表现好”。特朗普还称，并不要求以黎停火成为短期协议的一部分。 (CCTV国际时讯)</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：美伊离达成协议“非常近了”，不要求以黎停火成为短期协议的一部分</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-06-08 11:20</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;\"><span>6月8日，当地时间6月7日，美国全国广播公司（NBC）的《与新闻界对话》节目播出了对美国总统特朗普的专访。</span></p><p style=\"text-align: left;\"><span>特朗普在接受采访时称，美伊离达成协议“非常近了”，但无论能否达成协议，“我们都是赢家”，还称伊朗已让步并承诺不会拥有核武器。</span></p><p style=\"text-align: left;\"><span>特朗普称，只有在协议达成后才会考虑解冻伊朗资产或解除对伊朗制裁，“前提是他们表现好”。特朗普还称，并不要求以黎停火成为短期协议的一部分。 (CCTV国际时讯)</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/ae815156e944e3a7d3f5a05fe539af48","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131217658","content_text":"6月8日，当地时间6月7日，美国全国广播公司（NBC）的《与新闻界对话》节目播出了对美国总统特朗普的专访。特朗普在接受采访时称，美伊离达成协议“非常近了”，但无论能否达成协议，“我们都是赢家”，还称伊朗已让步并承诺不会拥有核武器。特朗普称，只有在协议达成后才会考虑解冻伊朗资产或解除对伊朗制裁，“前提是他们表现好”。特朗普还称，并不要求以黎停火成为短期协议的一部分。 (CCTV国际时讯)","news_type":1,"symbols_score_info":{"CLmain":2}},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572570214421936,"gmtCreate":1780809979321,"gmtModify":1780815860875,"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":"黄皮子想以一己之力拉起整个供应链的股价，这个困难度真的是蛮大的。","listText":"黄皮子想以一己之力拉起整个供应链的股价，这个困难度真的是蛮大的。","text":"黄皮子想以一己之力拉起整个供应链的股价，这个困难度真的是蛮大的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572570214421936","repostId":"2641178446","repostType":2,"repost":{"id":"2641178446","kind":"live","pubTimestamp":1780797793,"share":"https://www.laohu8.com/m/news/2641178446?lang=zh_CN&edition=full","pubTime":"2026-06-07 10:03","market":"us","language":"zh","title":"黄仁勋周末将会晤韩国两大游戏巨头负责人","url":"https://stock-news.laohu8.com/highlight/detail?id=2641178446","media":"智通财经","summary":"黄仁勋将前往首尔南部的网咖，先后分别会见魁匠团执行董事金昌汉与NCsoft首席执行官金泽辰。","content":"<html><head></head><body><p style=\"text-align: left;\">据业内消息人士透露，英伟达首席执行官黄仁勋定于周日会晤韩国两大游戏巨头负责人。</p><p style=\"text-align: left;\">此次韩国之行为期四天，当天是行程第三天。匿名消息称，黄仁勋将前往首尔南部的网咖，先后分别会见魁匠团执行董事金昌汉与NCsoft首席执行官金泽辰。</p><p style=\"text-align: left;\">与魁匠团会谈时，该公司首席人工智能官李康旭、爆款游戏《绝地求生》项目负责人也将一同出席。双方预计围绕英伟达面向高端Windows笔记本的RTX Spark平台及实体人工智能技术探讨合作可能。</p><p style=\"text-align: left;\"></p></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\" 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Spark平台及实体人工智能技术...</p>\n\n<a 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/74e03af156e17e80891ec37213aa7042","relate_stocks":{"NVDQ":"2倍做空NVDA ETF-T-Rex","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDB":"ProShares Ultra NVDA ETF","NVDD":"1倍做空NVDA ETF-Direxion","NVDY":"NVDA期权收益策略ETF-YieldMax","NVII":"Rex NVDA Growth & Income ETF","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVD":"2倍做空NVDA ETF-GraniteShares","07388":"XI二南英伟","NVDW":"NVDA周配息ETF-Roundhill","NVDA":"英伟达","NVDX":"2倍做多NVDA ETF-T-Rex","NVYY":"GraniteShares YieldBOOST NVDA ETF","ANV":"GraniteShares Autocallable NVDA ETF","NVDS":"1.5倍做空NVDA ETF-Tradr","07788":"南方两倍做多英伟达","NVDU":"2倍做多NVDA ETF-Direxion","NVDO":"2倍上限加速NVDA ETF-Leverage Shares"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2641178446","content_text":"据业内消息人士透露，英伟达首席执行官黄仁勋定于周日会晤韩国两大游戏巨头负责人。此次韩国之行为期四天，当天是行程第三天。匿名消息称，黄仁勋将前往首尔南部的网咖，先后分别会见魁匠团执行董事金昌汉与NCsoft首席执行官金泽辰。与魁匠团会谈时，该公司首席人工智能官李康旭、爆款游戏《绝地求生》项目负责人也将一同出席。双方预计围绕英伟达面向高端Windows笔记本的RTX Spark平台及实体人工智能技术探讨合作可能。","news_type":1,"symbols_score_info":{"DIPS":0.6,"NVDA":2,"NVDQ":0.6,"NVDU":0.6,"ANV":0.6,"NVD":0.6,"NVDS":0.6,"NVDO":0.6,"NVDL":0.6,"NVDG":0.6,"NVDX":0.6,"NVDW":0.6,"NVDB":0.6,"NVII":0.6,"07388":0.6,"NVYY":0.6,"07788":0.6,"NVDD":0.6,"NVDY":0.6}},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572303414102208,"gmtCreate":1780744901757,"gmtModify":1780750954675,"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":"你那一点点🤏钱💰哪里够它们烧🔥TOKEN","listText":"你那一点点🤏钱💰哪里够它们烧🔥TOKEN","text":"你那一点点🤏钱💰哪里够它们烧🔥TOKEN","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572303414102208","repostId":"2641121599","repostType":4,"repost":{"id":"2641121599","kind":"live","pubTimestamp":1780741019,"share":"https://www.laohu8.com/m/news/2641121599?lang=zh_CN&edition=full","pubTime":"2026-06-06 18:16","market":"us","language":"zh","title":"知情人士：美国政府考虑入股人工智能企业","url":"https://stock-news.laohu8.com/highlight/detail?id=2641121599","media":"智通财经","summary":"据美国方面6月6日消息，三名知情人士透露，美国政府高级官员已与美国大型人工智能企业进行了初步讨论，探讨政府入股这些企业的可能性。知情人士表示，自美国总统特朗普第二个任期开始，美国开放人工智能研究中心首","content":"<html><head></head><body><p style=\"text-align: left;\">据美国方面6月6日消息，三名知情人士透露，美国政府高级官员已与美国大型人工智能企业进行了初步讨论，探讨政府入股这些企业的可能性。知情人士表示，自美国总统特朗普第二个任期开始，美国开放人工智能研究中心首席执行官奥尔特曼就定期与政府高级官员讨论这一构想。</p><p style=\"text-align: left;\">奥尔特曼在2025年初首次向特朗普提出相关概念，并在最近几周再次与政府高级官员进行讨论，将其视为一种向公众更广泛地分配人工智能相关经济效益的方式。据悉，讨论的重点在于让这些企业“自愿将股份转让给政府”，投资回报随后可用于公共用途。不过，相关计划仍在筹备中，且具体细节尚未确定。</p></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>知情人士：美国政府考虑入股人工智能企业</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; 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n知情人士：美国政府考虑入股人工智能企业\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-06 18:16 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据美国方面6月6日消息，三名知情人士透露，美国政府高级官员已与美国大型人工智能企业进行了初步讨论，探讨政府入股这些企业的可能性。知情人士表示，自美国总统特朗普第二个任期开始，美国开放人工智能研究中心首席执行官奥尔特曼就定期与政府高级官员讨论这一构想。奥尔特曼在2025年初首次向特朗普提出相关概念，并在最近几周再次与政府高级官员进行讨论，将其视为一种向公众更广泛地分配人工智能相关经济效益的方式。据悉...</p>\n\n<a 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://static.tigerbbs.com/db9d40affd7144ecdfdd62b9c8b3aed5","relate_stocks":{},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2641121599","content_text":"据美国方面6月6日消息，三名知情人士透露，美国政府高级官员已与美国大型人工智能企业进行了初步讨论，探讨政府入股这些企业的可能性。知情人士表示，自美国总统特朗普第二个任期开始，美国开放人工智能研究中心首席执行官奥尔特曼就定期与政府高级官员讨论这一构想。奥尔特曼在2025年初首次向特朗普提出相关概念，并在最近几周再次与政府高级官员进行讨论，将其视为一种向公众更广泛地分配人工智能相关经济效益的方式。据悉，讨论的重点在于让这些企业“自愿将股份转让给政府”，投资回报随后可用于公共用途。不过，相关计划仍在筹备中，且具体细节尚未确定。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572178543270112,"gmtCreate":1780714418039,"gmtModify":1780717182483,"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":"进指数找接盘基金","listText":"进指数找接盘基金","text":"进指数找接盘基金","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572178543270112","repostId":"2641123613","repostType":4,"repost":{"id":"2641123613","kind":"news","pubTimestamp":1780701000,"share":"https://www.laohu8.com/m/news/2641123613?lang=zh_CN&edition=full","pubTime":"2026-06-06 07:10","market":"us","language":"zh","title":"AI概念股迎重磅利好！迈威尔科技、伟创力跻身标普500指数 盘后股价齐涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2641123613","media":"智通财经","summary":"标普道琼斯指数公司周五宣布最新季度指数调整结果，迈威尔科技和伟创力将正式纳入标普500指数\n","content":"<html><head></head><body><p style=\"text-align: left;\">标普道琼斯指数公司周五宣布最新季度指数调整结果，人工智能(AI)基础设施概念股<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>和电子制造服务巨头伟<a href=\"https://laohu8.com/S/FLEX\">伟创力国际</a>将正式纳入标普500指数，分别取代泳池设备制造商 <a href=\"https://laohu8.com/S/POOL\">Pool Corporation</a>和食品企业金宝公司 <a href=\"https://laohu8.com/S/CPB\">金宝汤</a>。</p><p style=\"text-align: left;\">根据公告，此次调整将于6月22日开盘前正式生效。消息公布后，迈威尔科技盘后股价一度上涨约6%，伟<a href=\"https://laohu8.com/S/603012\">创力</a>上涨超2%。</p><p style=\"text-align: left;\">此次纳入标普500指数，被市场视为两家公司近年来受益于AI产业浪潮的重要里程碑。</p><p style=\"text-align: left;\">迈威尔科技此前公布的最新财报显示，公司不仅给出了高于市场预期的季度业绩指引，同时还上调了全年业绩展望。管理层表示，AI数据中心对高速网络芯片和定制计算芯片的强劲需求，正持续推动公司业务增长。</p><p style=\"text-align: left;\">作为AI基础设施产业链的重要参与者，迈威尔科技正在受益于全球大型科技企业持续扩建AI数据中心带来的算力需求增长。</p><p style=\"text-align: left;\">与此同时，伟创力近期也交出了一份亮眼成绩单。</p><p style=\"text-align: left;\">公司此前发布的2027财年利润指引高于华尔街普遍预期，并宣布计划分拆云计算与电力基础设施业务部门，以进一步释放股东价值。</p><p style=\"text-align: left;\">随着AI服务器、电力设备和数据中心建设需求持续增长，伟创力正逐渐从传统电子制造服务企业转型为AI基础设施供应链的重要参与者。</p><p style=\"text-align: left;\">分析人士指出，被纳入标普500指数对于上市公司而言具有重要意义。</p><p style=\"text-align: left;\">根据今年4月更新的规则，企业若想进入标普500指数，需要满足至少227亿美元市值门槛，同时符合盈利能力、流动性以及公众持股比例等要求。</p><p style=\"text-align: left;\">由于大量被动型基金和ETF产品追踪标普500指数运行，新纳入指数的公司通常会获得来自指数基金的被动资金买入，而被剔除的公司则可能面临相应卖压。</p><p style=\"text-align: left;\">随着被动投资规模不断扩大，纳入标普500指数已成为美国上市公司重要的价值催化剂之一。</p><p style=\"text-align: left;\">事实上，就在本周四，标普道琼斯指数公司刚刚宣布维持现有指数纳入标准，不会为大型科技IPO企业开辟“快速通道”。</p><p style=\"text-align: left;\">根据现行规则，新上市公司仍需满足至少12个月的观察期要求，同时达到盈利能力和公众流通股比例等标准，才能获得纳入资格。</p><p style=\"text-align: left;\">这一决定意味着即将上市的SpaceX、OpenAI以及Anthropic等超级独角兽，短期内将无法进入标普500指数。</p><p style=\"text-align: left;\">行业研究估算，如果允许快速纳入指数，SpaceX有望获得约140亿美元的被动资金买盘，OpenAI和Anthropic对应的潜在被动资金流入则分别约为80亿美元和46亿美元。</p><p style=\"text-align: left;\">分析人士认为，标普道琼斯坚持现有规则，反映出其更加重视指数成分股的稳定性和可投资性，而非单纯根据公司规模进行纳入调整。</p><p style=\"text-align: left;\">值得一提的是，今年3月的季度调整中，Vertiv Holdings(VRT.US)、Lumentum Holdings(LITE.US)、Coherent(COHR.US)以及<a href=\"https://laohu8.com/S/SATS\">回声星通信</a>(SATS.US)也被纳入标普500指数，取代Match Group(MTCH.US)、<a href=\"https://laohu8.com/S/MOH\">Molina Healthcare</a>(MOH.US)、<a href=\"https://laohu8.com/S/LW\">Lamb Weston</a>(LW.US)以及Paycom Software(PAYC.US)。</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\" content=\"telephone=no,email=no,address=no\" />\n<title>AI概念股迎重磅利好！迈威尔科技、伟创力跻身标普500指数 盘后股价齐涨</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; 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金宝汤。根据公告，此次调整将于6月22日开盘前正式生效。消息公布后，迈威尔科技盘后股价一度上涨约6%，伟创力上涨超2%。此次纳入标普500指数，被市场视为两家公司近年来受益于AI...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1451055.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/528f1b5f95c1aa85d740d858963e7e8f","relate_stocks":{"LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","BK4504":"桥水持仓","BK4588":"碎股","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY 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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":{"MCHP":"微芯科技","NVTX":"2倍做多NVTS ETF-Tradr","NXPI":"恩智浦","MRVL":"迈威尔科技","QCMD":"1倍做空QCOM ETF-Direxion","MRVU":"Direxion Daily MRVL Bull 2X ETF","SWKS":"思佳讯","NVYY":"GraniteShares YieldBOOST NVDA ETF","QCML":"2倍做多QCOM ETF-GraniteShares","SNXX":"Tradr 2X Long SNDK Daily ETF","SMH":"半导体指数ETF-HOLDRs","QCMU":"2倍做多QCOM ETF-Direxion","AMBQ":"Ambiq Micro","UCTT":"超科林半导体","07388":"XI二南英伟","AMUU":"2倍做多AMD ETF-Direxion","NVDA":"英伟达","AVGG":"2倍做多AVGO ETF-Leverage Shares","ARMW":"Roundhill ARM WeeklyPay ETF","ADI":"亚德诺","WDCX":"Tradr 2X Long WDC Daily ETF","AMYY":"GraniteShares YieldBOOST AMD ETF","SNPX":"2倍做多SNPS ETF-Tradr","LABX":"Tradr 2X Long ALAB Daily ETF","AVGU":"2倍做多AVGO ETF-GraniteShares","ARMG":"2倍做多ARM ETF- Leverage 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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\" content=\"telephone=no,email=no,address=no\" />\n<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</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; 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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&nbsp;&nbsp;&nbsp;<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":{"LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION 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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 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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&#34;历史性IPO首秀&#34;。马斯克随即回应，表示将把与英伟达&#34;令人兴奋的合作推向新水平&#34;。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&#34;新水平&#34;，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&#34;11万块英伟达GPU、CPU、内存及相关组件&#34;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&#34;22万块英伟达GPU（含H100、H200、GB200等型号）&#34;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&#34;Terafab&#34;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&#34;历史性IPO首秀&#34;。马斯克随即回应，表示将把与英伟达&#34;令人兴奋的合作推向新水平&#34;。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&#34;新水平&#34;，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&#34;11万块英伟达GPU、CPU、内存及相关组件&#34;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&#34;22万块英伟达GPU（含H100、H200、GB200等型号）&#34;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&#34;Terafab&#34;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":{"LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU1400636491.USD":"Allianz Europe Income and Growth Cl AMg DIS H2-USD","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc 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USD"},"source_url":"https://wallstreetcn.com/articles/3774568","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2643819219","content_text":"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。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。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。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。AI卫星：太空算力的新赛道据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。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。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。云计算大单：英伟达GPU已是SpaceX的标配事实上，英伟达GPU早已深度嵌入SpaceX的商业版图。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。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。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。Terafab：特斯拉、英特尔也在局里除了卫星和云计算，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。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。","news_type":1,"symbols_score_info":{"SPCX":2,"DIPS":0.6,"NVII":0.6,"NVDO":0.6,"ANV":0.6,"07388":0.6,"NVDX":0.6,"07788":0.6,"NVYY":0.6,"NVDU":0.6,"NVDW":0.6,"NVDL":0.6,"NVDS":0.6,"NVDG":0.6,"NVDB":0.6,"NVDY":0.6,"NVDD":0.6,"NVD":0.6,"NVDQ":0.6,"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}