秦少.的个人主页 - 老虎社区

秦少.

秦少.

运气决定命运

IP属地：福建

12关注

0粉丝

1主题

0勋章

11-06 18:43

发这个消息来洗盘？

美国民主党准备对苹果、META和马斯克的公司展开调查

11-04

我还公允，3块钱呢

大行评级｜晨星：上调SpaceX公允价值至70美元，股价显著高估

11-04

合并会加快进程

异动解读｜SpaceX盘前下跌4.79%，民主党或掌控国会引发监管担忧

11-03

太空竞赛迟早暴涨

不只SpaceX：一文看懂美股太空产业链及主题ETF

10-31

美股如果跟大a一直跌，也就没有什么投资价值了

SpaceX股价下跌超过5%，跌至8月以来的最低点。

10-28

什么逻辑？

美股异动 | 收购特斯拉被质疑是“扶贫” SpaceX(SPCX.US)一度跌超4%

10-28

故意放烟雾弹，洗盘

美联储决议前夜突传警告！本周不加息恐只是缓兵之计，华尔街押注还有两次加息

10-22

如果美股继续暴跌，全球会继续抛压美股，到时候就没人投资美股

纳指低开1.48%，Meta跌超5%，特斯拉跌超3%

10-22

他的ai目前是全球唯一盈利的公司，看好目标价500

大行评级｜美银：SpaceX第三季业绩超预期，维持“买入”评级及目标价235美元

10-22

搞不懂，还是吓唬散户

SpaceX(SPCX.US)股债冰火两重天！激进扩张计划推高债务风险溢价债券信用利差扩大9个基点

10-22

洗盘

SpaceX 净利润超预期引发债务担忧

10-22

又来发消息利空，洗筹码

SpaceX债券遭抛售，债务担忧升温致信用风险指标恶化

10-16

这的跌到38

报道：CoreWeave三位创始人在股价崩跌前套现33亿美元

10-13

海力士工厂爆炸了马上大涨

长鑫存储4F²架构突破或加剧竞争美股存储芯片股跌幅扩大闪迪（SNDK）挫逾6%

10-10

到18快

异动解读｜AST SpaceMobile盘中下跌6.18%，SpaceX频谱收购引发竞争担忧

10-08

做空

美股盘后速递：三大股指期货全线上涨；存储概念股多数上涨，SK海力士、美光科技、闪迪、西部数据齐涨

10-06

等到28年建好，估计ai已经不需要了

大摩等投行反驳东芝扩产恐慌，西部数据、希捷科技大幅反弹

10-02

马云买入一亿股

Anthropic实测智谱GLM-5.3：漏洞利用测试表现接近Mythos

09-30

怎么每次涨上去又跌下来

Coreweave(CRWV.US)实现生产级规模的英伟达(NVDA.US)Vera Rubin NVL72性能，首发支

09-28

还的在跌

异动解读｜智谱盘中下跌3.87%，全球大模型降价潮叠加ZCode数据风波余震持续承压

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3548551468681654","uuid":"3548551468681654","gmtCreate":1585457449052,"gmtModify":1685482220727,"name":"秦少.","pinyin":"qsqinshao","introduction":"","introductionEn":"","signature":"运气决定命运","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":12,"tweetSize":43,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.20","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"福建","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":626469561345096,"gmtCreate":1793961811099,"gmtModify":1793961813171,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548551468681654","idStr":"3548551468681654"},"themes":[],"title":"","htmlText":"发这个消息来洗盘？","listText":"发这个消息来洗盘？","text":"发这个消息来洗盘？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626469561345096","repostId":"1111613710","repostType":2,"repost":{"id":"1111613710","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":1793959469,"share":"https://www.laohunote.com/m/news/1111613710?lang=zh_CN&edition=full","pubTime":"2026-11-06 18:04","market":"us","language":"zh","title":"美国民主党准备对苹果、META和马斯克的公司展开调查","url":"https://stock-news.laohu8.com/highlight/detail?id=1111613710","media":"老虎资讯综合","summary":"据报道，美国民主党准备对苹果、META和马斯克的公司展开调查。\n","content":"<html><head></head><body><p style=\"text-align: left;\">据《华盛顿邮报》报道，美国民主党正准备对苹果、Meta及马斯克旗下企业等美国大型公司展开一系列国会调查，重点审查这些企业与总统特朗普的关系，以及它们与特朗普政府之间的商业往来。</p><p style=\"text-align: left;\">具体而言，议员正关注苹果允许美国移民与海关执法局（ICE）使用的追踪应用程序在其平台上架、Meta与地方政府签订的数据中心协议，以及特朗普据报在策划针对委内瑞拉的军事行动时使用马斯克旗下Grok AI聊天机器人的情况。</p><p style=\"text-align: left;\">随着民主党准备同时掌控国会参众两院，外界预计，曾与特朗普政府建立密切关系的企业高管及科技公司将面临更严格的国会审查。</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>美国民主党准备对苹果、META和马斯克的公司展开调查</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美国民主党准备对苹果、META和马斯克的公司展开调查\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\">2026-11-06 18:04</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;\">据《华盛顿邮报》报道，美国民主党正准备对苹果、Meta及马斯克旗下企业等美国大型公司展开一系列国会调查，重点审查这些企业与总统特朗普的关系，以及它们与特朗普政府之间的商业往来。</p><p style=\"text-align: left;\">具体而言，议员正关注苹果允许美国移民与海关执法局（ICE）使用的追踪应用程序在其平台上架、Meta与地方政府签订的数据中心协议，以及特朗普据报在策划针对委内瑞拉的军事行动时使用马斯克旗下Grok AI聊天机器人的情况。</p><p style=\"text-align: left;\">随着民主党准备同时掌控国会参众两院，外界预计，曾与特朗普政府建立密切关系的企业高管及科技公司将面临更严格的国会审查。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/0a9e318d6a331d72f270c4bc9ca1965c","relate_stocks":{"FBL":"2倍做多META ETF-GraniteShares","SSPC":"2倍做空SpaceX ETF-Leverage Shares","TSDD":"2倍做空TSLA ETF-GraniteShares","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","AAPE":"Leverage Shares 2X Long AAPL Daily ETF","SPCH":"2倍做多SpaceX ETF-Leverage Shares","METU":"2倍做多META ETF-Direxion","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","07366":"南方两倍做空特斯拉","TSLW":"TSLA周配息ETF-Roundhill","SPAX":"2倍做多SPACEX ETF-T-REX","TSII":"REX TSLA Growth & Income ETF","TSLY":"TSLA期权收益策略ETF-YieldMax","META":"Meta Platforms","SPCG":"2倍做空SpaceX ETF-Tradr","METQ":"Tradr 2X Short META Daily ETF","TSL":"1.25倍做多TSLA ETF-GraniteShares","TSLZ":"2倍做空TSLA ETF-T-Rex","METW":"Roundhill META WeeklyPay™ ETF","AAPU":"2倍做多AAPL ETF-Direxion","TSLG":"2倍做多TSLA ETF-Leverage Shares","TSYY":"收益增强TSLA ETF-GraniteShares","AAPW":"AAPL周配息ETF-Roundhill","TLA":"GraniteShares Autocallable TSLA ETF","TSLI":"2倍做多TSLA ETF-ProShares","09766":"南方两倍做多特斯拉-U","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","SPCM":"2倍做多SpaceX ETF-Tradr","AAPX":"2倍做多Apple ETF-T-Rex","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","TSLA":"特斯拉","TSLL":"2倍做多TSLA ETF-Direxion","SPCQ":"2倍做空SpaceX ETF-Defiance","AAPL":"苹果","AAPY":"AAPL收益溢价策略ETF-Kurv","FBX":"Corgi META 2x Daily ETF","YSPC":"YieldMax SPCX Option Income Strategy ETF","IOSX":"Corgi AAPL 2x Daily ETF","TSLP":"TSLA收益溢价策略ETF-Kurv","SNK":"2倍做空SpaceX ETF-GraniteShares","FBY":"META期权收益策略ETF-YieldMax","METD":"1倍做空META ETF-Direxion","TSLQ":"2倍做空TSLA ETF-Tradr","TESL":"Simplify Volt TSLA Revolution ETF","SPCU":"2倍做多SpaceX ETF-Defiance","FBYY":"GraniteShares YieldBOOST META ETF","TESC":"Corgi TSLA 2x Daily ETF","DSPC":"1倍做空SPCX ETF-Leverage Shares","TSLR":"2倍做多TSLA ETF-GraniteShares","METG":"Leverage Shares 2x Long META Daily ETF","SPAL":"2倍做多Space X ETF-GraniteShares","LOFD":"Direxion Daily SpaceX Bear 2X ETF","09366":"南方两倍做空特斯拉-U","SPCF":"2倍做多SpaceX ETF-ProShares","APLY":"AAPL期权收益策略ETF-YieldMax","AAPB":"2倍做多AAPL ETF-GraniteShares","TSLS":"1倍做空TSLA ETF-Direxion","AAPD":"1倍做空AAPL ETF-Direxion","07766":"南方两倍做多特斯拉","SPCX":"SPAC and New Issue ETF","LOFF":"2倍做多SpaceX ETF-Direxion","TSLT":"2倍做多TSLA ETF-T-Rex"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111613710","content_text":"据《华盛顿邮报》报道，美国民主党正准备对苹果、Meta及马斯克旗下企业等美国大型公司展开一系列国会调查，重点审查这些企业与总统特朗普的关系，以及它们与特朗普政府之间的商业往来。具体而言，议员正关注苹果允许美国移民与海关执法局（ICE）使用的追踪应用程序在其平台上架、Meta与地方政府签订的数据中心协议，以及特朗普据报在策划针对委内瑞拉的军事行动时使用马斯克旗下Grok AI聊天机器人的情况。随着民主党准备同时掌控国会参众两院，外界预计，曾与特朗普政府建立密切关系的企业高管及科技公司将面临更严格的国会审查。","news_type":1,"symbols_score_info":{"METD":0.6,"TESL":0.6,"FBYY":0.6,"TSLI":0.6,"TSLQ":0.6,"TSLY":0.6,"TSLZ":0.6,"AAPD":0.6,"FBL":0.6,"SPCF":0.6,"TSLO":0.6,"TSLT":0.6,"SPCU":0.6,"SPAX":0.6,"METW":0.6,"TSL":0.6,"FBX":0.6,"AAPE":0.6,"TSYY":0.6,"SPCM":0.6,"SPCH":0.6,"09766":0.6,"TSII":0.6,"YSPC":0.6,"ELOL":0.6,"FBY":0.6,"APLY":0.6,"LOFD":0.6,"SSPC":0.6,"TSLA":2.1,"TSDD":0.6,"CRSH":0.6,"AAPU":0.6,"AAPX":0.6,"AAPB":0.6,"SPCQ":0.6,"META":2.1,"TSLS":0.6,"LOFF":0.6,"07366":0.6,"SPCG":0.6,"AAPL":2.1,"TSLL":0.6,"TSLR":0.6,"TESC":0.6,"AAPY":0.6,"METG":0.6,"09366":0.6,"IOSX":0.6,"SPAL":0.6,"METQ":0.6,"AAPW":0.6,"METU":0.6,"07766":0.6,"SNK":0.6,"SPCX":2,"TEST":0.6,"TSLG":0.6,"DSPC":0.6,"TSLW":0.6,"TSLP":0.6,"TLA":0.6}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625811590374912,"gmtCreate":1793801238116,"gmtModify":1793801240230,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548551468681654","idStr":"3548551468681654"},"themes":[],"title":"","htmlText":"我还公允，3块钱呢","listText":"我还公允，3块钱呢","text":"我还公允，3块钱呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625811590374912","repostId":"2680052660","repostType":2,"repost":{"id":"2680052660","kind":"live","pubTimestamp":1793800072,"share":"https://www.laohunote.com/m/news/2680052660?lang=zh_CN&edition=full","pubTime":"2026-11-04 21:47","market":"us","language":"zh","title":"大行评级｜晨星：上调SpaceX公允价值至70美元，股价显著高估","url":"https://stock-news.laohu8.com/highlight/detail?id=2680052660","media":"格隆汇","summary":"晨星将SpaceX的公允价值估计上调至每股70美元，但仍认为股价显著高估。晨星首席美国市场策略师David Sekera指出，以目前股价买进SpaceX，等于押注公司增长速度必须远超晨星模型，甚至接近","content":"<html><body>晨星将SpaceX的公允价值估计上调至每股70美元，但仍认为股价显著高估。晨星首席美国市场策略师David Sekera指出，以目前股价买进SpaceX，等于押注公司增长速度必须远超晨星模型，甚至接近模型预估的两倍，才可能刚好达到公允价值，投资人几乎没有安全边际。不过，晨星对SpaceX的营运展望本身已相当乐观，预估2026年营收将达410亿美元，较2025年翻倍；2030年营收更将攀升至2280亿美元，相当于2026年预估值的约5.5倍。</body></html>","source":"live_gelonghui","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>大行评级｜晨星：上调SpaceX公允价值至70美元，股价显著高估</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大行评级｜晨星：上调SpaceX公允价值至70美元，股价显著高估\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-11-04 21:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>晨星将SpaceX的公允价值估计上调至每股70美元，但仍认为股价显著高估。晨星首席美国市场策略师David Sekera指出，以目前股价买进SpaceX，等于押注公司增长速度必须远超晨星模型，甚至接近模型预估的两倍，才可能刚好达到公允价值，投资人几乎没有安全边际。不过，晨星对SpaceX的营运展望本身已相当乐观，预估2026年营收将达410亿美元，较2025年翻倍；2030年营收更将攀升至2280...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4615":"SpaceX概念","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","BK4089":"非传统电信运营商","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","SSPC":"2倍做空SpaceX ETF-Leverage Shares","SPCM":"2倍做多SpaceX ETF-Tradr","SPCQ":"2倍做空SpaceX ETF-Defiance","LU1861215975.USD":"贝莱德新一代科技基金 A2","YSPC":"YieldMax SPCX Option Income Strategy ETF","SNK":"2倍做空SpaceX ETF-GraniteShares","UFO":"Procure Space ETF","UUP":"美元ETF-PowerShares DB","DXYZ":"Destiny Tech100 Inc","WSPC":"WisdomTree Space Economy UCITS ETF","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","ORBX":"Global X Space Tech ETF","SPCU":"2倍做多SpaceX ETF-Defiance","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","DSPC":"1倍做空SPCX ETF-Leverage Shares","UDN":"做空美元指数-PowerShares","LU0056508442.USD":"贝莱德世界科技基金A2","SPAL":"2倍做多Space X ETF-GraniteShares","LOFD":"Direxion Daily SpaceX Bear 2X ETF","MARS":"Roundhill Space & Technology ETF","SPCF":"2倍做多SpaceX ETF-ProShares","XOVL":"Defiance Daily Target 2X Long XOVR ETF","SPCG":"2倍做空SpaceX ETF-Tradr","LOFF":"2倍做多SpaceX ETF-Direxion","XOVR":"ERShares Private-Public Crossover ETF","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","SPCH":"2倍做多SpaceX ETF-Leverage Shares","WARP":"VanEck Space ETF","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","SPAX":"2倍做多SPACEX ETF-T-REX","LU1861558580.USD":"日兴方舟颠覆性创新基金B","SPCX":"SPAC and New Issue ETF"},"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2680052660","content_text":"晨星将SpaceX的公允价值估计上调至每股70美元，但仍认为股价显著高估。晨星首席美国市场策略师David Sekera指出，以目前股价买进SpaceX，等于押注公司增长速度必须远超晨星模型，甚至接近模型预估的两倍，才可能刚好达到公允价值，投资人几乎没有安全边际。不过，晨星对SpaceX的营运展望本身已相当乐观，预估2026年营收将达410亿美元，较2025年翻倍；2030年营收更将攀升至2280亿美元，相当于2026年预估值的约5.5倍。","news_type":1,"symbols_score_info":{"LOFD":0.6,"YSPC":0.6,"SPCU":1.5,"LOFF":0.6,"WSPC":0.6,"SPCH":0.6,"ELOL":0.6,"DSPC":0.6,"MARS":0.6,"SSPC":0.6,"SNK":1.5,"SPAX":0.6,"SPCG":0.6,"UFO":0.6,"SPCQ":0.6,"UUP":1.5,"SPAL":1.5,"SPCF":0.6,"UDN":1.5,"XOVL":0.6,"SPCX":1.5,"DXYZ":1.5,"SPCM":0.6,"XOVR":1.5,"ORBX":0.6,"WARP":0.6}},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625757813469288,"gmtCreate":1793788128928,"gmtModify":1793788130765,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548551468681654","idStr":"3548551468681654"},"themes":[],"title":"","htmlText":"合并会加快进程","listText":"合并会加快进程","text":"合并会加快进程","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625757813469288","repostId":"1115425665","repostType":2,"repost":{"id":"1115425665","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1793782940,"share":"https://www.laohunote.com/m/news/1115425665?lang=zh_CN&edition=full","pubTime":"2026-11-04 17:02","market":"us","language":"zh","title":"异动解读｜SpaceX盘前下跌4.79%，民主党或掌控国会引发监管担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1115425665","media":"行情直击","summary":"11月4日，SpaceX盘前下跌4.79%，报134.9美元，成交额1.11亿美元。消息面上，早期投票结果与预测市场显示，民主党夺回国会参众两院的概率接近99%，市场担心其上台后将对马斯克系公司形成更大政策与监管压力。就影响看，SpaceX因持有重大政府合同而被视为更易受政治环境变化冲击；同时，围绕数据中心建设可能趋严的预期，也拖累AI相关资产夜盘整体走弱，放大了市场避险情绪。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","content":"<p><p>11月4日，SpaceX盘前下跌4.79%，报134.9美元，成交额1.11亿美元。</p><p>消息面上，早期投票结果与预测市场显示，民主党夺回国会参众两院的概率接近99%，市场担心其上台后将对马斯克系公司形成更大政策与监管压力。</p><p>就影响看，SpaceX因持有重大政府合同而被视为更易受政治环境变化冲击；同时，围绕数据中心建设可能趋严的预期，也拖累AI相关资产夜盘整体走弱，放大了市场避险情绪。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读｜SpaceX盘前下跌4.79%，民主党或掌控国会引发监管担忧</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读｜SpaceX盘前下跌4.79%，民主党或掌控国会引发监管担忧\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059448697\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-11-04 17:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>11月4日，SpaceX盘前下跌4.79%，报134.9美元，成交额1.11亿美元。</p><p>消息面上，早期投票结果与预测市场显示，民主党夺回国会参众两院的概率接近99%，市场担心其上台后将对马斯克系公司形成更大政策与监管压力。</p><p>就影响看，SpaceX因持有重大政府合同而被视为更易受政治环境变化冲击；同时，围绕数据中心建设可能趋严的预期，也拖累AI相关资产夜盘整体走弱，放大了市场避险情绪。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCX":"SPAC and New Issue ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115425665","content_text":"11月4日，SpaceX盘前下跌4.79%，报134.9美元，成交额1.11亿美元。消息面上，早期投票结果与预测市场显示，民主党夺回国会参众两院的概率接近99%，市场担心其上台后将对马斯克系公司形成更大政策与监管压力。就影响看，SpaceX因持有重大政府合同而被视为更易受政治环境变化冲击；同时，围绕数据中心建设可能趋严的预期，也拖累AI相关资产夜盘整体走弱，放大了市场避险情绪。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"SPCX":1}},"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625447616475256,"gmtCreate":1793712403273,"gmtModify":1793712405521,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548551468681654","idStr":"3548551468681654"},"themes":[],"title":"","htmlText":"太空竞赛迟早暴涨","listText":"太空竞赛迟早暴涨","text":"太空竞赛迟早暴涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625447616475256","repostId":"1147259924","repostType":2,"repost":{"id":"1147259924","kind":"news","weMediaInfo":{"introduction":"聚焦ETF市场动向与重要新闻","home_visible":1,"media_name":"ETF追踪","id":"1049160818","head_image":"https://community-static.tradeup.com/news/763c65f60d6528ca40d55d35e5404057"},"pubTimestamp":1793683800,"share":"https://www.laohunote.com/m/news/1147259924?lang=zh_CN&edition=full","pubTime":"2026-11-03 13:30","market":"us","language":"zh","title":"不只SpaceX：一文看懂美股太空产业链及主题ETF","url":"https://stock-news.laohu8.com/highlight/detail?id=1147259924","media":"ETF追踪","summary":"提到太空经济，$SpaceX$无疑是最受关注的名字之一。对于投资者而言，太空产业并不只有SpaceX一家公司。需要注意的是，该基金已经不再只是原来的太空探索主题ETF。","content":"<html><head></head><body><p>提到太空经济，<a href=\"https://laohu8.com/S/SPCX\">SpaceX</a>无疑是最受关注的名字之一。从可重复使用火箭到星链卫星互联网，这家商业航天公司的发展推动太空产业逐渐走入大众视野。与此同时，越来越多企业开始参与商业航天市场，太空经济的投资机会也从火箭发射扩展至卫星通信、地球观测、航天制造和相关基础设施。</p><p>对于投资者而言，太空产业并不只有SpaceX一家公司。火箭制造商、卫星运营商、遥感数据服务商以及航天设备供应商，都可能从行业发展中受益。</p><p>在美股市场，除了直接投资相关上市公司，投资者还可以通过主题 ETF 一篮子布局太空产业链。目前，<a href=\"https://laohu8.com/S/UFO\">Procure Space ETF</a>（UFO）、<a href=\"https://laohu8.com/S/ARKX\">ARK Space &amp; Defense Innovation ETF</a>（ARKX）和<a href=\"https://laohu8.com/S/NASA\">Tema Space Innovators ETF</a>（NASA）是值得关注的三只产品。</p><p>那么，太空经济具体包括哪些投资领域？这三只 ETF 又有哪些区别？</p><h2 id=\"id_71641226\">一、太空经济产业链：不只是火箭和卫星</h2><p>太空经济是一个涵盖多个产业环节的生态系统。从火箭发射、卫星制造，到卫星通信、地球观测和数据服务，不同领域的企业都在参与这一市场。</p><p>从投资角度来看，可以将太空产业链大致分为以下四个方向。</p><h3 id=\"id_518521855\">1. 火箭发射与航天器制造</h3><p>火箭发射是商业航天产业的重要基础设施。无论是部署低轨卫星星座，还是执行月球探测和深空探索任务，都离不开运载火箭和航天器。</p><p>过去，航天发射主要由政府航天机构主导。随着商业航天企业参与程度提高，可重复使用火箭、低成本发射服务和商业卫星部署逐渐成为行业的重要发展方向。</p><p>这一领域值得关注的上市公司包括：</p><ul style=\"\"><li><p><a href=\"https://laohu8.com/S/RKLB\">Rocket Lab</a>（RKLB）：提供火箭发射服务，同时从事卫星平台、航天系统及相关组件制造。</p></li><li><p><a href=\"https://laohu8.com/S/FLY\">Firefly Aerospace</a>（FLY）：业务涉及小型运载火箭、月球着陆器及太空运输服务。</p></li><li><p><a href=\"https://laohu8.com/S/LUNR\">Intuitive Machines</a>（LUNR）：主要参与月球任务、月球运输和相关航天基础设施建设。</p></li></ul><p>这一领域的投资逻辑在于，随着卫星部署数量增加以及商业航天任务扩展，火箭发射和航天器制造需求可能随之增长。</p><p>不过，航天制造具有研发投入高、项目周期长和技术风险较大的特点。企业能否提高发射成功率、控制成本并获得持续订单，是影响其盈利能力的重要因素。</p><h3 id=\"id_2497425186\">2. 卫星通信与卫星互联网</h3><p>卫星通信是太空经济中商业应用较为成熟的领域之一。</p><p>传统通信网络主要依靠地面基站和光纤，而卫星通信能够覆盖偏远地区、海洋及部分地面网络难以到达的区域。随着低轨卫星星座建设，卫星互联网也开始成为传统通信网络的重要补充。</p><p>这一领域的代表性上市公司包括：</p><ul style=\"\"><li><p><a href=\"https://laohu8.com/S/ASTS\">AST SpaceMobile</a>（ASTS）：致力于通过低轨卫星为普通智能手机提供宽带通信服务。</p></li><li><p><a href=\"https://laohu8.com/S/IRDM\">铱星通讯</a>（IRDM）：运营全球卫星通信网络，为政府、企业和个人用户提供通信服务。</p></li><li><p><a href=\"https://laohu8.com/S/VSAT\">Viasat</a>（VSAT）：提供卫星通信服务，业务涉及航空、政府和企业通信等领域。</p></li><li><p><a href=\"https://laohu8.com/S/ECHO\">回声星通信</a>（ECHO）：业务涉及卫星通信及无线通信基础设施。</p></li></ul><p>卫星通信行业的投资机会主要来自卫星网络覆盖范围扩大、通信服务需求增长，以及航空、海事和政府客户的应用拓展。</p><p>但需要注意，卫星星座建设需要大量前期资本投入，频谱资源、技术性能、网络覆盖和商业化进度都会影响企业的发展。</p><h3 id=\"id_1988915888\">3. 地球观测与卫星数据服务</h3><p>卫星不仅可以提供通信服务，还能从太空收集地球表面的信息。</p><p>通过遥感卫星和地球观测技术，企业能够获取地表影像、气象、农业、环境和地理空间数据，并将这些数据提供给政府、企业和科研机构。</p><p>相关上市公司包括：</p><ul style=\"\"><li><p><a href=\"https://laohu8.com/S/PL\">Planet Labs</a>（PL）：运营地球观测卫星网络，提供卫星影像及相关数据服务。</p></li><li><p><a href=\"https://laohu8.com/S/BKSY\">BlackSky</a>（BKSY）：提供地理空间情报、卫星影像和数据分析服务。</p></li></ul><p>这类企业的商业模式与传统航天制造商有所不同。它们不仅依靠卫星设备获取收入，还可以通过数据订阅、分析服务和企业客户合同实现持续性收入。</p><p>随着卫星数据在国防、农业、城市规划和灾害监测等领域的应用增加，地球观测市场也有望获得更多商业机会。</p><p>不过，投资者仍需要关注数据服务的客户增长、合同续约、数据成本和盈利能力。</p><h3 id=\"id_1887540590\">4. 航天配套技术与基础设施</h3><p>除了直接制造火箭和卫星，太空产业还需要大量配套设备和技术支持。</p><p>例如，卫星通信需要地面终端、天线和射频设备；航天器制造需要精密电子元件、传感器和先进材料；卫星导航则需要相关定位设备和技术。</p><p>这一领域的代表性企业包括：</p><ul style=\"\"><li><p><a href=\"https://laohu8.com/S/LHX\">L3Harris Technologies</a>（LHX）：提供国防、航空航天和通信相关技术及系统。</p></li><li><p><a href=\"https://laohu8.com/S/TRMB\">天宝导航</a>（TRMB）：提供定位、导航和地理空间技术解决方案。</p></li><li><p><a href=\"https://laohu8.com/S/GRMN\">佳明</a>（GRMN）：其导航和定位产品涉及卫星定位技术的应用。</p></li></ul><p>这类公司的业务通常并不完全依赖太空产业，因此投资者需要区分其整体业务与太空相关业务的收入贡献。</p><h2 id=\"id_1641090034\">二、美股有哪些值得关注的太空主题 ETF？</h2><p>对于不希望单独挑选航天公司的投资者，太空主题 ETF 提供了一种一篮子投资方式。</p><p>目前，美股市场上值得关注的三只产品是 UFO、ARKX 和 NASA。它们虽然都围绕太空经济展开投资，但在指数编制、主动管理方式和持仓范围方面存在明显差异。</p><h3 id=\"id_699789282\">1. Procure Space ETF（UFO）：侧重太空产业链</h3><p>UFO是美股市场较早推出的太空主题ETF之一，于2019年4月成立，主要跟踪太空产业相关指数，投资范围覆盖卫星通信、火箭及卫星制造、卫星运营和太空数据服务等领域。</p><p>该基金采用指数化投资方式，希望通过一篮子股票覆盖太空经济的多个环节。</p><p>根据最新可查的2026年10月30日持仓数据，UFO 的前十大持仓包括：</p><table style=\"border-collapse: collapse;\"><tbody><tr><th style=\"text-align: left;\"><p>公司</p></th><th style=\"text-align: left;\"><p>股票代码</p></th><th style=\"text-align: left;\"><p>持仓权重</p></th></tr><tr><td style=\"text-align: left;\"><p>SpaceX</p></td><td style=\"text-align: left;\"><p>SPCX</p></td><td style=\"text-align: left;\"><p>15.17%</p></td></tr><tr><td style=\"text-align: left;\"><p>天宝导航</p></td><td style=\"text-align: left;\"><p>TRMB</p></td><td style=\"text-align: left;\"><p>5.61%</p></td></tr><tr><td style=\"text-align: left;\"><p>Viasat</p></td><td style=\"text-align: left;\"><p>VSAT</p></td><td style=\"text-align: left;\"><p>5.23%</p></td></tr><tr><td style=\"text-align: left;\"><p>回声星通信</p></td><td style=\"text-align: left;\"><p>ECHO</p></td><td style=\"text-align: left;\"><p>5.09%</p></td></tr><tr><td style=\"text-align: left;\"><p>佳明</p></td><td style=\"text-align: left;\"><p>GRMN</p></td><td style=\"text-align: left;\"><p>4.96%</p></td></tr><tr><td style=\"text-align: left;\"><p>Sirius XM</p></td><td style=\"text-align: left;\"><p>SIRI</p></td><td style=\"text-align: left;\"><p>4.69%</p></td></tr><tr><td style=\"text-align: left;\"><p>Rocket Lab</p></td><td style=\"text-align: left;\"><p>RKLB</p></td><td style=\"text-align: left;\"><p>4.68%</p></td></tr><tr><td style=\"text-align: left;\"><p>AST SpaceMobile</p></td><td style=\"text-align: left;\"><p>ASTS</p></td><td style=\"text-align: left;\"><p>3.50%</p></td></tr><tr><td style=\"text-align: left;\"><p>全球星</p></td><td style=\"text-align: left;\"><p>GSAT</p></td><td style=\"text-align: left;\"><p>3.31%</p></td></tr><tr><td style=\"text-align: left;\"><p>MDA Space</p></td><td style=\"text-align: left;\"><p>MDA</p></td><td style=\"text-align: left;\"><p>3.24%</p></td></tr></tbody></table><p>从持仓来看，UFO不仅配置了SpaceX、Rocket Lab等商业航天公司，还持有天宝导航、佳明等导航技术企业，以及Viasat、回声星通信、全球星等卫星通信公司。</p><p>这意味着投资者通过UFO获得的并不只是火箭发射领域的投资敞口，还包括卫星通信、导航和相关技术服务等细分行业。</p><p>截至2026年10月6日，该基金的管理费率为0.75%，当时披露的持仓数量为67只。</p><p><strong>投资看点：</strong> UFO更侧重太空产业链布局，投资范围相对聚焦，适合希望关注商业航天、卫星通信和航天基础设施等领域的投资者。</p><h3 id=\"id_3249938779\">2. ARK Space &amp; Defense Innovation ETF（ARKX）：太空与国防科技结合</h3><p>ARKX由ARK Invest管理，于2021年3月成立，是一只主动管理型ETF。</p><p>需要注意的是，该基金已经不再只是原来的太空探索主题ETF。自2025年11月更名后，其投资主题扩展至太空与国防创新，投资范围包括可重复使用火箭、先进机器人、自主移动技术、智能设备和国防科技等领域。</p><p>根据2026年11月2日的持仓数据，ARKX的主要持仓包括：</p><table style=\"border-collapse: collapse;\"><tbody><tr><th style=\"text-align: left;\"><p>公司</p></th><th style=\"text-align: left;\"><p>股票代码</p></th><th style=\"text-align: left;\"><p>持仓权重</p></th></tr><tr><td style=\"text-align: left;\"><p>SpaceX</p></td><td style=\"text-align: left;\"><p>SPCX</p></td><td style=\"text-align: left;\"><p>10.64%</p></td></tr><tr><td style=\"text-align: left;\"><p>L3Harris Technologies</p></td><td style=\"text-align: left;\"><p>LHX</p></td><td style=\"text-align: left;\"><p>7.47%</p></td></tr><tr><td style=\"text-align: left;\"><p>克瑞拓斯安全防卫</p></td><td style=\"text-align: left;\"><p>KTOS</p></td><td style=\"text-align: left;\"><p>6.19%</p></td></tr><tr><td style=\"text-align: left;\"><p>AeroVironment</p></td><td style=\"text-align: left;\"><p>AVAV</p></td><td style=\"text-align: left;\"><p>5.95%</p></td></tr><tr><td style=\"text-align: left;\"><p>迪尔股份</p></td><td style=\"text-align: left;\"><p>DE</p></td><td style=\"text-align: left;\"><p>5.66%</p></td></tr><tr><td style=\"text-align: left;\"><p>Rocket Lab</p></td><td style=\"text-align: left;\"><p>RKLB</p></td><td style=\"text-align: left;\"><p>5.36%</p></td></tr><tr><td style=\"text-align: left;\"><p>英伟达</p></td><td style=\"text-align: left;\"><p>NVDA</p></td><td style=\"text-align: left;\"><p>5.17%</p></td></tr><tr><td style=\"text-align: left;\"><p>亚马逊</p></td><td style=\"text-align: left;\"><p>AMZN</p></td><td style=\"text-align: left;\"><p>4.46%</p></td></tr><tr><td style=\"text-align: left;\"><p>Palantir</p></td><td style=\"text-align: left;\"><p>PLTR</p></td><td style=\"text-align: left;\"><p>4.00%</p></td></tr><tr><td style=\"text-align: left;\"><p>特斯拉</p></td><td style=\"text-align: left;\"><p>TSLA</p></td><td style=\"text-align: left;\"><p>3.89%</p></td></tr></tbody></table><p>与 UFO 相比，ARKX 的投资范围明显更广。其持仓不仅包括SpaceX、Rocket Lab等商业航天企业，还包括L3Harris、克瑞拓斯安全防卫和AeroVironment等国防科技公司，以及英伟达、亚马逊和Palantir等科技企业。</p><p>这反映出ARK Invest对太空经济的理解并不局限于传统航天制造，而是将其与国防创新、人工智能、自动化和先进制造等领域联系起来。</p><p>截至2026年11月2日，该基金共有39只持仓，资产规模约7.37亿美元，管理费率为0.75%。</p><p><strong>投资看点：</strong> ARKX的投资范围更加广泛，除了商业航天，还覆盖国防创新及相关技术。如果投资者看好太空技术与国防科技的融合，可以关注这只 ETF。不过，它并不是一只纯粹的太空产业ETF。</p><h3 id=\"id_2312716063\">3. Tema Space Innovators ETF（NASA）：重点配置太空经济龙头</h3><p>NASA是Tema于2026年3月推出的太空主题ETF，也是一只主动管理型基金。需要说明的是，NASA是该ETF的股票代码，与美国国家航空航天局（NASA）没有隶属或关联关系。</p><p>该基金主要投资全球太空经济相关企业，涵盖火箭发射、卫星通信、航天制造和相关基础设施等领域。</p><p>NASA的一个突出特点是对SpaceX的配置。基金通过特殊目的载体（SPV）等方式获得SpaceX的投资敞口，同时也持有SPCX股票。</p><p>根据2026年11月2日的持仓数据，NASA 的主要持仓包括：</p><table style=\"border-collapse: collapse;\"><tbody><tr><th style=\"text-align: left;\"><p>公司</p></th><th style=\"text-align: left;\"><p>持仓形式</p></th><th style=\"text-align: left;\"><p>持仓权重</p></th></tr><tr><td style=\"text-align: left;\"><p>SpaceX</p></td><td style=\"text-align: left;\"><p>SPV敞口</p></td><td style=\"text-align: left;\"><p>17.47%</p></td></tr><tr><td style=\"text-align: left;\"><p>Rocket Lab</p></td><td style=\"text-align: left;\"><p>RKLB</p></td><td style=\"text-align: left;\"><p>9.80%</p></td></tr><tr><td style=\"text-align: left;\"><p>SpaceX</p></td><td style=\"text-align: left;\"><p>SPCX</p></td><td style=\"text-align: left;\"><p>8.80%</p></td></tr><tr><td style=\"text-align: left;\"><p>Viasat</p></td><td style=\"text-align: left;\"><p>VSAT</p></td><td style=\"text-align: left;\"><p>5.50%</p></td></tr><tr><td style=\"text-align: left;\"><p>AST SpaceMobile</p></td><td style=\"text-align: left;\"><p>ASTS</p></td><td style=\"text-align: left;\"><p>5.30%</p></td></tr><tr><td style=\"text-align: left;\"><p>Universal Microwave Technology</p></td><td style=\"text-align: left;\"><p>—</p></td><td style=\"text-align: left;\"><p>4.72%</p></td></tr><tr><td style=\"text-align: left;\"><p>MDA Space</p></td><td style=\"text-align: left;\"><p>—</p></td><td style=\"text-align: left;\"><p>4.24%</p></td></tr><tr><td style=\"text-align: left;\"><p>Filtronic</p></td><td style=\"text-align: left;\"><p>—</p></td><td style=\"text-align: left;\"><p>4.03%</p></td></tr><tr><td style=\"text-align: left;\"><p>Firefly Aerospace</p></td><td style=\"text-align: left;\"><p>FLY</p></td><td style=\"text-align: left;\"><p>3.60%</p></td></tr><tr><td style=\"text-align: left;\"><p>Intuitive Machines</p></td><td style=\"text-align: left;\"><p>LUNR</p></td><td style=\"text-align: left;\"><p>3.08%</p></td></tr></tbody></table><p>从持仓来看，NASA对SpaceX的配置比例较高。如果将直接持有SPCX股票和通过 SPV 获得的投资敞口合并计算，SpaceX在该基金中的总敞口达到26.27%。值得注意的是，SpaceX SPV持仓采用不同于公开交易股票的估值方式，其价值变化未必会与SpaceX上市股票的每日价格同步。</p><p>除了SpaceX，Rocket Lab和AST SpaceMobile也是该基金的重要持仓，分别对应火箭发射与航天器制造、卫星通信等细分领域。</p><p>截至2026年11月2日，该基金共有38只持仓，资产规模约10亿至11亿美元，管理费率为0.75%。</p><p><strong>投资看点：</strong> NASA的特点是对SpaceX和部分商业航天公司的配置较为集中，适合希望通过ETF获得较高商业航天龙头敞口的投资者。不过，SpaceX权重较高也意味着基金净值可能更容易受到单一公司的股价表现影响。</p><h3 id=\"id_4119161333\">4. UFO、ARKX、NASA：三只 ETF 有什么区别？</h3><p>从最新持仓来看，三只太空主题ETF虽然都配置了SpaceX和Rocket Lab，但投资思路并不相同。</p><p>SpaceX是最值得比较的持仓之一。UFO在2026年10月30日的持仓中，SpaceX权重为15.17%；ARKX在11月2日的持仓中为10.64%；NASA则通过直接持股和SPV两种方式获得合计26.27%的投资敞口。</p><p>Rocket Lab也是三只ETF的共同持仓，UFO、ARKX和NASA的配置比例分别为4.68%、5.36%和9.80%。</p><p>从整体持仓结构来看：</p><ul style=\"\"><li><p>UFO更偏向太空产业链，覆盖卫星通信、导航、火箭发射和地球观测等多个环节。</p></li><li><p>ARKX更强调太空与国防科技的结合，持仓中包含较多国防、自动化和科技企业。</p></li><li><p>NASA对SpaceX等商业航天龙头配置更加集中，同时覆盖其他航天产业链公司。</p></li></ul><p>因此，三只 ETF 并不是简单的同类替代品，投资者需要根据自己看好的产业方向进行选择。</p><p>需要注意，NASA 通过 SPV 获得的 SpaceX 投资敞口，与直接持有 SPCX 股票并不完全相同。投资者还需要关注相关投资结构、估值方式和流动性风险。</p><p>此外，各基金的持仓会随市场价格和基金调仓而变化，不能仅凭某一时点的持仓比例判断未来表现。</p><h2 id=\"id_3145803557\">三、投资太空ETF，需要关注哪些风险？</h2><p>太空经济具有长期发展潜力，但行业仍处于不断发展和商业化的过程中。投资者在关注增长机会的同时，也需要了解以下风险。</p><h3 id=\"id_3237094920\">1. 商业化进度可能不及预期</h3><p>火箭发射、卫星制造和深空探索都需要持续投入大量资金。部分企业虽然拥有先进技术，但可能尚未建立稳定的收入来源。</p><p>如果商业订单增长不及预期，或者发射任务、卫星部署出现延期，企业股价可能受到明显影响。</p><h3 id=\"id_1916634235\">2. 资本开支和融资压力较大</h3><p>航天产业属于资本密集型行业。企业需要持续投入资金进行研发、设备采购、卫星制造和发射服务。</p><p>对于尚未实现稳定盈利的企业而言，融资环境变化可能影响其项目推进和经营状况。</p><h3 id=\"id_3425371369\">3. 主题ETF也可能存在较高集中度</h3><p>持有多家公司并不意味着风险一定很低。</p><p>部分太空主题ETF对少数几家龙头企业的持仓权重较高。如果核心持仓出现大幅回调，基金净值也可能受到较大影响。</p><p>此外，太空主题ETF的行业覆盖范围通常比较集中，不能完全替代标普500或全市场ETF这样的宽基产品。</p><h3 id=\"id_2614775747\">4. 行业前景好，不代表股票估值合理</h3><p>商业航天拥有长期发展空间，但未来行业规模增长并不意味着所有相关企业都能实现盈利。</p><p>投资者还需要关注企业的订单、现金流、研发投入、盈利能力和估值水平，避免单纯因为行业热门而忽略投资风险。</p><h2 id=\"id_1256597335\">四、总结：如何选择太空主题ETF？</h2><p>随着商业航天不断发展，太空经济的投资机会已经从火箭发射扩展至卫星通信、地球观测、航天制造和相关基础设施。</p><p>对于希望布局这一领域的投资者而言，UFO、ARKX和NASA提供了不同的投资路径：</p><ul style=\"\"><li><p>希望覆盖较为完整的太空产业链，可以关注UFO。</p></li><li><p>看好太空技术与国防科技融合，可以关注ARKX。</p></li><li><p>希望获得较高的SpaceX及商业航天龙头敞口，可以关注NASA。</p></li></ul><p>不过，太空主题ETF并不适合简单地作为宽基ETF的替代品。由于行业集中度较高、企业盈利周期较长，相关产品可能出现较大的价格波动。</p><p>对于普通投资者而言，可以先通过宽基ETF建立基础投资组合，再根据自身风险承受能力，考虑是否配置一定比例的太空主题ETF。</p><p>太空经济的未来值得关注，但真正决定投资回报的，最终仍是企业能否将技术优势转化为可持续的商业收入和利润。</p><p><em>本文仅供参考，不构成投资建议。ETF持仓和管理规模可能发生变化，投资前请以基金管理人公布的最新资料为准。</em></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>不只SpaceX：一文看懂美股太空产业链及主题ETF</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不只SpaceX：一文看懂美股太空产业链及主题ETF\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1049160818\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/763c65f60d6528ca40d55d35e5404057);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">ETF追踪 </p>\n<p class=\"h-time\">2026-11-03 13:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>提到太空经济，<a href=\"https://laohu8.com/S/SPCX\">SpaceX</a>无疑是最受关注的名字之一。从可重复使用火箭到星链卫星互联网，这家商业航天公司的发展推动太空产业逐渐走入大众视野。与此同时，越来越多企业开始参与商业航天市场，太空经济的投资机会也从火箭发射扩展至卫星通信、地球观测、航天制造和相关基础设施。</p><p>对于投资者而言，太空产业并不只有SpaceX一家公司。火箭制造商、卫星运营商、遥感数据服务商以及航天设备供应商，都可能从行业发展中受益。</p><p>在美股市场，除了直接投资相关上市公司，投资者还可以通过主题 ETF 一篮子布局太空产业链。目前，<a href=\"https://laohu8.com/S/UFO\">Procure Space ETF</a>（UFO）、<a href=\"https://laohu8.com/S/ARKX\">ARK Space &amp; Defense Innovation ETF</a>（ARKX）和<a href=\"https://laohu8.com/S/NASA\">Tema Space Innovators ETF</a>（NASA）是值得关注的三只产品。</p><p>那么，太空经济具体包括哪些投资领域？这三只 ETF 又有哪些区别？</p><h2 id=\"id_71641226\">一、太空经济产业链：不只是火箭和卫星</h2><p>太空经济是一个涵盖多个产业环节的生态系统。从火箭发射、卫星制造，到卫星通信、地球观测和数据服务，不同领域的企业都在参与这一市场。</p><p>从投资角度来看，可以将太空产业链大致分为以下四个方向。</p><h3 id=\"id_518521855\">1. 火箭发射与航天器制造</h3><p>火箭发射是商业航天产业的重要基础设施。无论是部署低轨卫星星座，还是执行月球探测和深空探索任务，都离不开运载火箭和航天器。</p><p>过去，航天发射主要由政府航天机构主导。随着商业航天企业参与程度提高，可重复使用火箭、低成本发射服务和商业卫星部署逐渐成为行业的重要发展方向。</p><p>这一领域值得关注的上市公司包括：</p><ul style=\"\"><li><p><a href=\"https://laohu8.com/S/RKLB\">Rocket Lab</a>（RKLB）：提供火箭发射服务，同时从事卫星平台、航天系统及相关组件制造。</p></li><li><p><a href=\"https://laohu8.com/S/FLY\">Firefly Aerospace</a>（FLY）：业务涉及小型运载火箭、月球着陆器及太空运输服务。</p></li><li><p><a href=\"https://laohu8.com/S/LUNR\">Intuitive Machines</a>（LUNR）：主要参与月球任务、月球运输和相关航天基础设施建设。</p></li></ul><p>这一领域的投资逻辑在于，随着卫星部署数量增加以及商业航天任务扩展，火箭发射和航天器制造需求可能随之增长。</p><p>不过，航天制造具有研发投入高、项目周期长和技术风险较大的特点。企业能否提高发射成功率、控制成本并获得持续订单，是影响其盈利能力的重要因素。</p><h3 id=\"id_2497425186\">2. 卫星通信与卫星互联网</h3><p>卫星通信是太空经济中商业应用较为成熟的领域之一。</p><p>传统通信网络主要依靠地面基站和光纤，而卫星通信能够覆盖偏远地区、海洋及部分地面网络难以到达的区域。随着低轨卫星星座建设，卫星互联网也开始成为传统通信网络的重要补充。</p><p>这一领域的代表性上市公司包括：</p><ul style=\"\"><li><p><a href=\"https://laohu8.com/S/ASTS\">AST SpaceMobile</a>（ASTS）：致力于通过低轨卫星为普通智能手机提供宽带通信服务。</p></li><li><p><a href=\"https://laohu8.com/S/IRDM\">铱星通讯</a>（IRDM）：运营全球卫星通信网络，为政府、企业和个人用户提供通信服务。</p></li><li><p><a href=\"https://laohu8.com/S/VSAT\">Viasat</a>（VSAT）：提供卫星通信服务，业务涉及航空、政府和企业通信等领域。</p></li><li><p><a href=\"https://laohu8.com/S/ECHO\">回声星通信</a>（ECHO）：业务涉及卫星通信及无线通信基础设施。</p></li></ul><p>卫星通信行业的投资机会主要来自卫星网络覆盖范围扩大、通信服务需求增长，以及航空、海事和政府客户的应用拓展。</p><p>但需要注意，卫星星座建设需要大量前期资本投入，频谱资源、技术性能、网络覆盖和商业化进度都会影响企业的发展。</p><h3 id=\"id_1988915888\">3. 地球观测与卫星数据服务</h3><p>卫星不仅可以提供通信服务，还能从太空收集地球表面的信息。</p><p>通过遥感卫星和地球观测技术，企业能够获取地表影像、气象、农业、环境和地理空间数据，并将这些数据提供给政府、企业和科研机构。</p><p>相关上市公司包括：</p><ul style=\"\"><li><p><a href=\"https://laohu8.com/S/PL\">Planet Labs</a>（PL）：运营地球观测卫星网络，提供卫星影像及相关数据服务。</p></li><li><p><a href=\"https://laohu8.com/S/BKSY\">BlackSky</a>（BKSY）：提供地理空间情报、卫星影像和数据分析服务。</p></li></ul><p>这类企业的商业模式与传统航天制造商有所不同。它们不仅依靠卫星设备获取收入，还可以通过数据订阅、分析服务和企业客户合同实现持续性收入。</p><p>随着卫星数据在国防、农业、城市规划和灾害监测等领域的应用增加，地球观测市场也有望获得更多商业机会。</p><p>不过，投资者仍需要关注数据服务的客户增长、合同续约、数据成本和盈利能力。</p><h3 id=\"id_1887540590\">4. 航天配套技术与基础设施</h3><p>除了直接制造火箭和卫星，太空产业还需要大量配套设备和技术支持。</p><p>例如，卫星通信需要地面终端、天线和射频设备；航天器制造需要精密电子元件、传感器和先进材料；卫星导航则需要相关定位设备和技术。</p><p>这一领域的代表性企业包括：</p><ul style=\"\"><li><p><a href=\"https://laohu8.com/S/LHX\">L3Harris Technologies</a>（LHX）：提供国防、航空航天和通信相关技术及系统。</p></li><li><p><a href=\"https://laohu8.com/S/TRMB\">天宝导航</a>（TRMB）：提供定位、导航和地理空间技术解决方案。</p></li><li><p><a href=\"https://laohu8.com/S/GRMN\">佳明</a>（GRMN）：其导航和定位产品涉及卫星定位技术的应用。</p></li></ul><p>这类公司的业务通常并不完全依赖太空产业，因此投资者需要区分其整体业务与太空相关业务的收入贡献。</p><h2 id=\"id_1641090034\">二、美股有哪些值得关注的太空主题 ETF？</h2><p>对于不希望单独挑选航天公司的投资者，太空主题 ETF 提供了一种一篮子投资方式。</p><p>目前，美股市场上值得关注的三只产品是 UFO、ARKX 和 NASA。它们虽然都围绕太空经济展开投资，但在指数编制、主动管理方式和持仓范围方面存在明显差异。</p><h3 id=\"id_699789282\">1. Procure Space ETF（UFO）：侧重太空产业链</h3><p>UFO是美股市场较早推出的太空主题ETF之一，于2019年4月成立，主要跟踪太空产业相关指数，投资范围覆盖卫星通信、火箭及卫星制造、卫星运营和太空数据服务等领域。</p><p>该基金采用指数化投资方式，希望通过一篮子股票覆盖太空经济的多个环节。</p><p>根据最新可查的2026年10月30日持仓数据，UFO 的前十大持仓包括：</p><table style=\"border-collapse: collapse;\"><tbody><tr><th style=\"text-align: left;\"><p>公司</p></th><th style=\"text-align: left;\"><p>股票代码</p></th><th style=\"text-align: left;\"><p>持仓权重</p></th></tr><tr><td style=\"text-align: left;\"><p>SpaceX</p></td><td style=\"text-align: left;\"><p>SPCX</p></td><td style=\"text-align: left;\"><p>15.17%</p></td></tr><tr><td style=\"text-align: left;\"><p>天宝导航</p></td><td style=\"text-align: left;\"><p>TRMB</p></td><td style=\"text-align: left;\"><p>5.61%</p></td></tr><tr><td style=\"text-align: left;\"><p>Viasat</p></td><td style=\"text-align: left;\"><p>VSAT</p></td><td style=\"text-align: left;\"><p>5.23%</p></td></tr><tr><td style=\"text-align: left;\"><p>回声星通信</p></td><td style=\"text-align: left;\"><p>ECHO</p></td><td style=\"text-align: left;\"><p>5.09%</p></td></tr><tr><td style=\"text-align: left;\"><p>佳明</p></td><td style=\"text-align: left;\"><p>GRMN</p></td><td style=\"text-align: left;\"><p>4.96%</p></td></tr><tr><td style=\"text-align: left;\"><p>Sirius XM</p></td><td style=\"text-align: left;\"><p>SIRI</p></td><td style=\"text-align: left;\"><p>4.69%</p></td></tr><tr><td style=\"text-align: left;\"><p>Rocket Lab</p></td><td style=\"text-align: left;\"><p>RKLB</p></td><td style=\"text-align: left;\"><p>4.68%</p></td></tr><tr><td style=\"text-align: left;\"><p>AST SpaceMobile</p></td><td style=\"text-align: left;\"><p>ASTS</p></td><td style=\"text-align: left;\"><p>3.50%</p></td></tr><tr><td style=\"text-align: left;\"><p>全球星</p></td><td style=\"text-align: left;\"><p>GSAT</p></td><td style=\"text-align: left;\"><p>3.31%</p></td></tr><tr><td style=\"text-align: left;\"><p>MDA Space</p></td><td style=\"text-align: left;\"><p>MDA</p></td><td style=\"text-align: left;\"><p>3.24%</p></td></tr></tbody></table><p>从持仓来看，UFO不仅配置了SpaceX、Rocket Lab等商业航天公司，还持有天宝导航、佳明等导航技术企业，以及Viasat、回声星通信、全球星等卫星通信公司。</p><p>这意味着投资者通过UFO获得的并不只是火箭发射领域的投资敞口，还包括卫星通信、导航和相关技术服务等细分行业。</p><p>截至2026年10月6日，该基金的管理费率为0.75%，当时披露的持仓数量为67只。</p><p><strong>投资看点：</strong> UFO更侧重太空产业链布局，投资范围相对聚焦，适合希望关注商业航天、卫星通信和航天基础设施等领域的投资者。</p><h3 id=\"id_3249938779\">2. ARK Space &amp; Defense Innovation ETF（ARKX）：太空与国防科技结合</h3><p>ARKX由ARK Invest管理，于2021年3月成立，是一只主动管理型ETF。</p><p>需要注意的是，该基金已经不再只是原来的太空探索主题ETF。自2025年11月更名后，其投资主题扩展至太空与国防创新，投资范围包括可重复使用火箭、先进机器人、自主移动技术、智能设备和国防科技等领域。</p><p>根据2026年11月2日的持仓数据，ARKX的主要持仓包括：</p><table style=\"border-collapse: collapse;\"><tbody><tr><th style=\"text-align: left;\"><p>公司</p></th><th style=\"text-align: left;\"><p>股票代码</p></th><th style=\"text-align: left;\"><p>持仓权重</p></th></tr><tr><td style=\"text-align: left;\"><p>SpaceX</p></td><td style=\"text-align: left;\"><p>SPCX</p></td><td style=\"text-align: left;\"><p>10.64%</p></td></tr><tr><td style=\"text-align: left;\"><p>L3Harris Technologies</p></td><td style=\"text-align: left;\"><p>LHX</p></td><td style=\"text-align: left;\"><p>7.47%</p></td></tr><tr><td style=\"text-align: left;\"><p>克瑞拓斯安全防卫</p></td><td style=\"text-align: left;\"><p>KTOS</p></td><td style=\"text-align: left;\"><p>6.19%</p></td></tr><tr><td style=\"text-align: left;\"><p>AeroVironment</p></td><td style=\"text-align: left;\"><p>AVAV</p></td><td style=\"text-align: left;\"><p>5.95%</p></td></tr><tr><td style=\"text-align: left;\"><p>迪尔股份</p></td><td style=\"text-align: left;\"><p>DE</p></td><td style=\"text-align: left;\"><p>5.66%</p></td></tr><tr><td style=\"text-align: left;\"><p>Rocket Lab</p></td><td style=\"text-align: left;\"><p>RKLB</p></td><td style=\"text-align: left;\"><p>5.36%</p></td></tr><tr><td style=\"text-align: left;\"><p>英伟达</p></td><td style=\"text-align: left;\"><p>NVDA</p></td><td style=\"text-align: left;\"><p>5.17%</p></td></tr><tr><td style=\"text-align: left;\"><p>亚马逊</p></td><td style=\"text-align: left;\"><p>AMZN</p></td><td style=\"text-align: left;\"><p>4.46%</p></td></tr><tr><td style=\"text-align: left;\"><p>Palantir</p></td><td style=\"text-align: left;\"><p>PLTR</p></td><td style=\"text-align: left;\"><p>4.00%</p></td></tr><tr><td style=\"text-align: left;\"><p>特斯拉</p></td><td style=\"text-align: left;\"><p>TSLA</p></td><td style=\"text-align: left;\"><p>3.89%</p></td></tr></tbody></table><p>与 UFO 相比，ARKX 的投资范围明显更广。其持仓不仅包括SpaceX、Rocket Lab等商业航天企业，还包括L3Harris、克瑞拓斯安全防卫和AeroVironment等国防科技公司，以及英伟达、亚马逊和Palantir等科技企业。</p><p>这反映出ARK Invest对太空经济的理解并不局限于传统航天制造，而是将其与国防创新、人工智能、自动化和先进制造等领域联系起来。</p><p>截至2026年11月2日，该基金共有39只持仓，资产规模约7.37亿美元，管理费率为0.75%。</p><p><strong>投资看点：</strong> ARKX的投资范围更加广泛，除了商业航天，还覆盖国防创新及相关技术。如果投资者看好太空技术与国防科技的融合，可以关注这只 ETF。不过，它并不是一只纯粹的太空产业ETF。</p><h3 id=\"id_2312716063\">3. Tema Space Innovators ETF（NASA）：重点配置太空经济龙头</h3><p>NASA是Tema于2026年3月推出的太空主题ETF，也是一只主动管理型基金。需要说明的是，NASA是该ETF的股票代码，与美国国家航空航天局（NASA）没有隶属或关联关系。</p><p>该基金主要投资全球太空经济相关企业，涵盖火箭发射、卫星通信、航天制造和相关基础设施等领域。</p><p>NASA的一个突出特点是对SpaceX的配置。基金通过特殊目的载体（SPV）等方式获得SpaceX的投资敞口，同时也持有SPCX股票。</p><p>根据2026年11月2日的持仓数据，NASA 的主要持仓包括：</p><table style=\"border-collapse: collapse;\"><tbody><tr><th style=\"text-align: left;\"><p>公司</p></th><th style=\"text-align: left;\"><p>持仓形式</p></th><th style=\"text-align: left;\"><p>持仓权重</p></th></tr><tr><td style=\"text-align: left;\"><p>SpaceX</p></td><td style=\"text-align: left;\"><p>SPV敞口</p></td><td style=\"text-align: left;\"><p>17.47%</p></td></tr><tr><td style=\"text-align: left;\"><p>Rocket Lab</p></td><td style=\"text-align: left;\"><p>RKLB</p></td><td style=\"text-align: left;\"><p>9.80%</p></td></tr><tr><td style=\"text-align: left;\"><p>SpaceX</p></td><td style=\"text-align: left;\"><p>SPCX</p></td><td style=\"text-align: left;\"><p>8.80%</p></td></tr><tr><td style=\"text-align: left;\"><p>Viasat</p></td><td style=\"text-align: left;\"><p>VSAT</p></td><td style=\"text-align: left;\"><p>5.50%</p></td></tr><tr><td style=\"text-align: left;\"><p>AST SpaceMobile</p></td><td style=\"text-align: left;\"><p>ASTS</p></td><td style=\"text-align: left;\"><p>5.30%</p></td></tr><tr><td style=\"text-align: left;\"><p>Universal Microwave Technology</p></td><td style=\"text-align: left;\"><p>—</p></td><td style=\"text-align: left;\"><p>4.72%</p></td></tr><tr><td style=\"text-align: left;\"><p>MDA Space</p></td><td style=\"text-align: left;\"><p>—</p></td><td style=\"text-align: left;\"><p>4.24%</p></td></tr><tr><td style=\"text-align: left;\"><p>Filtronic</p></td><td style=\"text-align: left;\"><p>—</p></td><td style=\"text-align: left;\"><p>4.03%</p></td></tr><tr><td style=\"text-align: left;\"><p>Firefly Aerospace</p></td><td style=\"text-align: left;\"><p>FLY</p></td><td style=\"text-align: left;\"><p>3.60%</p></td></tr><tr><td style=\"text-align: left;\"><p>Intuitive Machines</p></td><td style=\"text-align: left;\"><p>LUNR</p></td><td style=\"text-align: left;\"><p>3.08%</p></td></tr></tbody></table><p>从持仓来看，NASA对SpaceX的配置比例较高。如果将直接持有SPCX股票和通过 SPV 获得的投资敞口合并计算，SpaceX在该基金中的总敞口达到26.27%。值得注意的是，SpaceX SPV持仓采用不同于公开交易股票的估值方式，其价值变化未必会与SpaceX上市股票的每日价格同步。</p><p>除了SpaceX，Rocket Lab和AST SpaceMobile也是该基金的重要持仓，分别对应火箭发射与航天器制造、卫星通信等细分领域。</p><p>截至2026年11月2日，该基金共有38只持仓，资产规模约10亿至11亿美元，管理费率为0.75%。</p><p><strong>投资看点：</strong> NASA的特点是对SpaceX和部分商业航天公司的配置较为集中，适合希望通过ETF获得较高商业航天龙头敞口的投资者。不过，SpaceX权重较高也意味着基金净值可能更容易受到单一公司的股价表现影响。</p><h3 id=\"id_4119161333\">4. UFO、ARKX、NASA：三只 ETF 有什么区别？</h3><p>从最新持仓来看，三只太空主题ETF虽然都配置了SpaceX和Rocket Lab，但投资思路并不相同。</p><p>SpaceX是最值得比较的持仓之一。UFO在2026年10月30日的持仓中，SpaceX权重为15.17%；ARKX在11月2日的持仓中为10.64%；NASA则通过直接持股和SPV两种方式获得合计26.27%的投资敞口。</p><p>Rocket Lab也是三只ETF的共同持仓，UFO、ARKX和NASA的配置比例分别为4.68%、5.36%和9.80%。</p><p>从整体持仓结构来看：</p><ul style=\"\"><li><p>UFO更偏向太空产业链，覆盖卫星通信、导航、火箭发射和地球观测等多个环节。</p></li><li><p>ARKX更强调太空与国防科技的结合，持仓中包含较多国防、自动化和科技企业。</p></li><li><p>NASA对SpaceX等商业航天龙头配置更加集中，同时覆盖其他航天产业链公司。</p></li></ul><p>因此，三只 ETF 并不是简单的同类替代品，投资者需要根据自己看好的产业方向进行选择。</p><p>需要注意，NASA 通过 SPV 获得的 SpaceX 投资敞口，与直接持有 SPCX 股票并不完全相同。投资者还需要关注相关投资结构、估值方式和流动性风险。</p><p>此外，各基金的持仓会随市场价格和基金调仓而变化，不能仅凭某一时点的持仓比例判断未来表现。</p><h2 id=\"id_3145803557\">三、投资太空ETF，需要关注哪些风险？</h2><p>太空经济具有长期发展潜力，但行业仍处于不断发展和商业化的过程中。投资者在关注增长机会的同时，也需要了解以下风险。</p><h3 id=\"id_3237094920\">1. 商业化进度可能不及预期</h3><p>火箭发射、卫星制造和深空探索都需要持续投入大量资金。部分企业虽然拥有先进技术，但可能尚未建立稳定的收入来源。</p><p>如果商业订单增长不及预期，或者发射任务、卫星部署出现延期，企业股价可能受到明显影响。</p><h3 id=\"id_1916634235\">2. 资本开支和融资压力较大</h3><p>航天产业属于资本密集型行业。企业需要持续投入资金进行研发、设备采购、卫星制造和发射服务。</p><p>对于尚未实现稳定盈利的企业而言，融资环境变化可能影响其项目推进和经营状况。</p><h3 id=\"id_3425371369\">3. 主题ETF也可能存在较高集中度</h3><p>持有多家公司并不意味着风险一定很低。</p><p>部分太空主题ETF对少数几家龙头企业的持仓权重较高。如果核心持仓出现大幅回调，基金净值也可能受到较大影响。</p><p>此外，太空主题ETF的行业覆盖范围通常比较集中，不能完全替代标普500或全市场ETF这样的宽基产品。</p><h3 id=\"id_2614775747\">4. 行业前景好，不代表股票估值合理</h3><p>商业航天拥有长期发展空间，但未来行业规模增长并不意味着所有相关企业都能实现盈利。</p><p>投资者还需要关注企业的订单、现金流、研发投入、盈利能力和估值水平，避免单纯因为行业热门而忽略投资风险。</p><h2 id=\"id_1256597335\">四、总结：如何选择太空主题ETF？</h2><p>随着商业航天不断发展，太空经济的投资机会已经从火箭发射扩展至卫星通信、地球观测、航天制造和相关基础设施。</p><p>对于希望布局这一领域的投资者而言，UFO、ARKX和NASA提供了不同的投资路径：</p><ul style=\"\"><li><p>希望覆盖较为完整的太空产业链，可以关注UFO。</p></li><li><p>看好太空技术与国防科技融合，可以关注ARKX。</p></li><li><p>希望获得较高的SpaceX及商业航天龙头敞口，可以关注NASA。</p></li></ul><p>不过，太空主题ETF并不适合简单地作为宽基ETF的替代品。由于行业集中度较高、企业盈利周期较长，相关产品可能出现较大的价格波动。</p><p>对于普通投资者而言，可以先通过宽基ETF建立基础投资组合，再根据自身风险承受能力，考虑是否配置一定比例的太空主题ETF。</p><p>太空经济的未来值得关注，但真正决定投资回报的，最终仍是企业能否将技术优势转化为可持续的商业收入和利润。</p><p><em>本文仅供参考，不构成投资建议。ETF持仓和管理规模可能发生变化，投资前请以基金管理人公布的最新资料为准。</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcQrOp5QX2zl9c24OfpuQ07MuDt1Lf-Tecl5iP1hQIjs6Q&s=10","relate_stocks":{"SPAX":"2倍做多SPACEX ETF-T-REX","PL":"Planet  Labs Pbc","SPCH":"2倍做多SpaceX ETF-Leverage Shares","ECHO":"回声星通信","TRMB":"天宝导航","SPCX":"SPAC and New Issue ETF","NASA":"Tema Space Innovators ETF","LOFF":"2倍做多SpaceX ETF-Direxion","SPCG":"2倍做空SpaceX ETF-Tradr","BKSY":"BlackSky Technology Inc.","LOFD":"Direxion Daily SpaceX Bear 2X ETF","IRDM":"铱星通讯","VSAT":"卫讯公司","RKX":"Corgi RKLB 2x Daily ETF","SPCF":"2倍做多SpaceX ETF-ProShares","SPAL":"2倍做多Space X ETF-GraniteShares","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","ASTG":"Leverage Shares 2X Long ASTS Daily ETF","ASTS":"AST SpaceMobile, Inc.","PLU":"Defiance Daily Target 2X Long PL ETF","SPCU":"2倍做多SpaceX ETF-Defiance","GRMN":"佳明","LUNR":"Intuitive Machines","YSPC":"YieldMax SPCX Option Income Strategy ETF","RKLB":"Rocket Lab USA, Inc.","UFO":"Procure Space ETF","SNK":"2倍做空SpaceX ETF-GraniteShares","LUNL":"Defiance Daily Target 2X Long LUNR ETF","ASTN":"Defiance Daily Target 2X Short ASTS ETF","FLY":"Firefly Aerospace Inc.","FLYT":"Tradr 2X Long FLY Daily ETF","SPCQ":"2倍做空SpaceX ETF-Defiance","ASTT":"Corgi ASTS 2x Daily ETF","DSPC":"1倍做空SPCX ETF-Leverage Shares","LHX":"L3Harris Technologies Inc","SPCM":"2倍做多SpaceX ETF-Tradr","ASTX":"2倍做多ASTS ETF-Tradr","ASUP":"T-REX 2X LONG ASTS DAILY TARGET ETF","ECHX":"2倍做多ECHO ETF-Leverage Shares","RKLX":"2倍做多RKLB ETF-Defiance","ARKX":"ARK Space Exploration & Innovation ETF","ASTY":"Defiance Daily Target 2X Long ASTS ETF","RKLZ":"2倍做空RKLB ETF-Defiance","SSPC":"2倍做空SpaceX ETF-Leverage Shares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147259924","content_text":"提到太空经济，SpaceX无疑是最受关注的名字之一。从可重复使用火箭到星链卫星互联网，这家商业航天公司的发展推动太空产业逐渐走入大众视野。与此同时，越来越多企业开始参与商业航天市场，太空经济的投资机会也从火箭发射扩展至卫星通信、地球观测、航天制造和相关基础设施。对于投资者而言，太空产业并不只有SpaceX一家公司。火箭制造商、卫星运营商、遥感数据服务商以及航天设备供应商，都可能从行业发展中受益。在美股市场，除了直接投资相关上市公司，投资者还可以通过主题 ETF 一篮子布局太空产业链。目前，Procure Space ETF（UFO）、ARK Space & Defense Innovation ETF（ARKX）和Tema Space Innovators ETF（NASA）是值得关注的三只产品。那么，太空经济具体包括哪些投资领域？这三只 ETF 又有哪些区别？一、太空经济产业链：不只是火箭和卫星太空经济是一个涵盖多个产业环节的生态系统。从火箭发射、卫星制造，到卫星通信、地球观测和数据服务，不同领域的企业都在参与这一市场。从投资角度来看，可以将太空产业链大致分为以下四个方向。1. 火箭发射与航天器制造火箭发射是商业航天产业的重要基础设施。无论是部署低轨卫星星座，还是执行月球探测和深空探索任务，都离不开运载火箭和航天器。过去，航天发射主要由政府航天机构主导。随着商业航天企业参与程度提高，可重复使用火箭、低成本发射服务和商业卫星部署逐渐成为行业的重要发展方向。这一领域值得关注的上市公司包括：Rocket Lab（RKLB）：提供火箭发射服务，同时从事卫星平台、航天系统及相关组件制造。Firefly Aerospace（FLY）：业务涉及小型运载火箭、月球着陆器及太空运输服务。Intuitive Machines（LUNR）：主要参与月球任务、月球运输和相关航天基础设施建设。这一领域的投资逻辑在于，随着卫星部署数量增加以及商业航天任务扩展，火箭发射和航天器制造需求可能随之增长。不过，航天制造具有研发投入高、项目周期长和技术风险较大的特点。企业能否提高发射成功率、控制成本并获得持续订单，是影响其盈利能力的重要因素。2. 卫星通信与卫星互联网卫星通信是太空经济中商业应用较为成熟的领域之一。传统通信网络主要依靠地面基站和光纤，而卫星通信能够覆盖偏远地区、海洋及部分地面网络难以到达的区域。随着低轨卫星星座建设，卫星互联网也开始成为传统通信网络的重要补充。这一领域的代表性上市公司包括：AST SpaceMobile（ASTS）：致力于通过低轨卫星为普通智能手机提供宽带通信服务。铱星通讯（IRDM）：运营全球卫星通信网络，为政府、企业和个人用户提供通信服务。Viasat（VSAT）：提供卫星通信服务，业务涉及航空、政府和企业通信等领域。回声星通信（ECHO）：业务涉及卫星通信及无线通信基础设施。卫星通信行业的投资机会主要来自卫星网络覆盖范围扩大、通信服务需求增长，以及航空、海事和政府客户的应用拓展。但需要注意，卫星星座建设需要大量前期资本投入，频谱资源、技术性能、网络覆盖和商业化进度都会影响企业的发展。3. 地球观测与卫星数据服务卫星不仅可以提供通信服务，还能从太空收集地球表面的信息。通过遥感卫星和地球观测技术，企业能够获取地表影像、气象、农业、环境和地理空间数据，并将这些数据提供给政府、企业和科研机构。相关上市公司包括：Planet Labs（PL）：运营地球观测卫星网络，提供卫星影像及相关数据服务。BlackSky（BKSY）：提供地理空间情报、卫星影像和数据分析服务。这类企业的商业模式与传统航天制造商有所不同。它们不仅依靠卫星设备获取收入，还可以通过数据订阅、分析服务和企业客户合同实现持续性收入。随着卫星数据在国防、农业、城市规划和灾害监测等领域的应用增加，地球观测市场也有望获得更多商业机会。不过，投资者仍需要关注数据服务的客户增长、合同续约、数据成本和盈利能力。4. 航天配套技术与基础设施除了直接制造火箭和卫星，太空产业还需要大量配套设备和技术支持。例如，卫星通信需要地面终端、天线和射频设备；航天器制造需要精密电子元件、传感器和先进材料；卫星导航则需要相关定位设备和技术。这一领域的代表性企业包括：L3Harris Technologies（LHX）：提供国防、航空航天和通信相关技术及系统。天宝导航（TRMB）：提供定位、导航和地理空间技术解决方案。佳明（GRMN）：其导航和定位产品涉及卫星定位技术的应用。这类公司的业务通常并不完全依赖太空产业，因此投资者需要区分其整体业务与太空相关业务的收入贡献。二、美股有哪些值得关注的太空主题 ETF？对于不希望单独挑选航天公司的投资者，太空主题 ETF 提供了一种一篮子投资方式。目前，美股市场上值得关注的三只产品是 UFO、ARKX 和 NASA。它们虽然都围绕太空经济展开投资，但在指数编制、主动管理方式和持仓范围方面存在明显差异。1. Procure Space ETF（UFO）：侧重太空产业链UFO是美股市场较早推出的太空主题ETF之一，于2019年4月成立，主要跟踪太空产业相关指数，投资范围覆盖卫星通信、火箭及卫星制造、卫星运营和太空数据服务等领域。该基金采用指数化投资方式，希望通过一篮子股票覆盖太空经济的多个环节。根据最新可查的2026年10月30日持仓数据，UFO 的前十大持仓包括：公司股票代码持仓权重SpaceXSPCX15.17%天宝导航TRMB5.61%ViasatVSAT5.23%回声星通信ECHO5.09%佳明GRMN4.96%Sirius XMSIRI4.69%Rocket LabRKLB4.68%AST SpaceMobileASTS3.50%全球星GSAT3.31%MDA SpaceMDA3.24%从持仓来看，UFO不仅配置了SpaceX、Rocket Lab等商业航天公司，还持有天宝导航、佳明等导航技术企业，以及Viasat、回声星通信、全球星等卫星通信公司。这意味着投资者通过UFO获得的并不只是火箭发射领域的投资敞口，还包括卫星通信、导航和相关技术服务等细分行业。截至2026年10月6日，该基金的管理费率为0.75%，当时披露的持仓数量为67只。投资看点： UFO更侧重太空产业链布局，投资范围相对聚焦，适合希望关注商业航天、卫星通信和航天基础设施等领域的投资者。2. ARK Space & Defense Innovation ETF（ARKX）：太空与国防科技结合ARKX由ARK Invest管理，于2021年3月成立，是一只主动管理型ETF。需要注意的是，该基金已经不再只是原来的太空探索主题ETF。自2025年11月更名后，其投资主题扩展至太空与国防创新，投资范围包括可重复使用火箭、先进机器人、自主移动技术、智能设备和国防科技等领域。根据2026年11月2日的持仓数据，ARKX的主要持仓包括：公司股票代码持仓权重SpaceXSPCX10.64%L3Harris TechnologiesLHX7.47%克瑞拓斯安全防卫KTOS6.19%AeroVironmentAVAV5.95%迪尔股份DE5.66%Rocket LabRKLB5.36%英伟达NVDA5.17%亚马逊AMZN4.46%PalantirPLTR4.00%特斯拉TSLA3.89%与 UFO 相比，ARKX 的投资范围明显更广。其持仓不仅包括SpaceX、Rocket Lab等商业航天企业，还包括L3Harris、克瑞拓斯安全防卫和AeroVironment等国防科技公司，以及英伟达、亚马逊和Palantir等科技企业。这反映出ARK Invest对太空经济的理解并不局限于传统航天制造，而是将其与国防创新、人工智能、自动化和先进制造等领域联系起来。截至2026年11月2日，该基金共有39只持仓，资产规模约7.37亿美元，管理费率为0.75%。投资看点： ARKX的投资范围更加广泛，除了商业航天，还覆盖国防创新及相关技术。如果投资者看好太空技术与国防科技的融合，可以关注这只 ETF。不过，它并不是一只纯粹的太空产业ETF。3. Tema Space Innovators ETF（NASA）：重点配置太空经济龙头NASA是Tema于2026年3月推出的太空主题ETF，也是一只主动管理型基金。需要说明的是，NASA是该ETF的股票代码，与美国国家航空航天局（NASA）没有隶属或关联关系。该基金主要投资全球太空经济相关企业，涵盖火箭发射、卫星通信、航天制造和相关基础设施等领域。NASA的一个突出特点是对SpaceX的配置。基金通过特殊目的载体（SPV）等方式获得SpaceX的投资敞口，同时也持有SPCX股票。根据2026年11月2日的持仓数据，NASA 的主要持仓包括：公司持仓形式持仓权重SpaceXSPV敞口17.47%Rocket LabRKLB9.80%SpaceXSPCX8.80%ViasatVSAT5.50%AST SpaceMobileASTS5.30%Universal Microwave Technology—4.72%MDA Space—4.24%Filtronic—4.03%Firefly AerospaceFLY3.60%Intuitive MachinesLUNR3.08%从持仓来看，NASA对SpaceX的配置比例较高。如果将直接持有SPCX股票和通过 SPV 获得的投资敞口合并计算，SpaceX在该基金中的总敞口达到26.27%。值得注意的是，SpaceX SPV持仓采用不同于公开交易股票的估值方式，其价值变化未必会与SpaceX上市股票的每日价格同步。除了SpaceX，Rocket Lab和AST SpaceMobile也是该基金的重要持仓，分别对应火箭发射与航天器制造、卫星通信等细分领域。截至2026年11月2日，该基金共有38只持仓，资产规模约10亿至11亿美元，管理费率为0.75%。投资看点： NASA的特点是对SpaceX和部分商业航天公司的配置较为集中，适合希望通过ETF获得较高商业航天龙头敞口的投资者。不过，SpaceX权重较高也意味着基金净值可能更容易受到单一公司的股价表现影响。4. UFO、ARKX、NASA：三只 ETF 有什么区别？从最新持仓来看，三只太空主题ETF虽然都配置了SpaceX和Rocket Lab，但投资思路并不相同。SpaceX是最值得比较的持仓之一。UFO在2026年10月30日的持仓中，SpaceX权重为15.17%；ARKX在11月2日的持仓中为10.64%；NASA则通过直接持股和SPV两种方式获得合计26.27%的投资敞口。Rocket Lab也是三只ETF的共同持仓，UFO、ARKX和NASA的配置比例分别为4.68%、5.36%和9.80%。从整体持仓结构来看：UFO更偏向太空产业链，覆盖卫星通信、导航、火箭发射和地球观测等多个环节。ARKX更强调太空与国防科技的结合，持仓中包含较多国防、自动化和科技企业。NASA对SpaceX等商业航天龙头配置更加集中，同时覆盖其他航天产业链公司。因此，三只 ETF 并不是简单的同类替代品，投资者需要根据自己看好的产业方向进行选择。需要注意，NASA 通过 SPV 获得的 SpaceX 投资敞口，与直接持有 SPCX 股票并不完全相同。投资者还需要关注相关投资结构、估值方式和流动性风险。此外，各基金的持仓会随市场价格和基金调仓而变化，不能仅凭某一时点的持仓比例判断未来表现。三、投资太空ETF，需要关注哪些风险？太空经济具有长期发展潜力，但行业仍处于不断发展和商业化的过程中。投资者在关注增长机会的同时，也需要了解以下风险。1. 商业化进度可能不及预期火箭发射、卫星制造和深空探索都需要持续投入大量资金。部分企业虽然拥有先进技术，但可能尚未建立稳定的收入来源。如果商业订单增长不及预期，或者发射任务、卫星部署出现延期，企业股价可能受到明显影响。2. 资本开支和融资压力较大航天产业属于资本密集型行业。企业需要持续投入资金进行研发、设备采购、卫星制造和发射服务。对于尚未实现稳定盈利的企业而言，融资环境变化可能影响其项目推进和经营状况。3. 主题ETF也可能存在较高集中度持有多家公司并不意味着风险一定很低。部分太空主题ETF对少数几家龙头企业的持仓权重较高。如果核心持仓出现大幅回调，基金净值也可能受到较大影响。此外，太空主题ETF的行业覆盖范围通常比较集中，不能完全替代标普500或全市场ETF这样的宽基产品。4. 行业前景好，不代表股票估值合理商业航天拥有长期发展空间，但未来行业规模增长并不意味着所有相关企业都能实现盈利。投资者还需要关注企业的订单、现金流、研发投入、盈利能力和估值水平，避免单纯因为行业热门而忽略投资风险。四、总结：如何选择太空主题ETF？随着商业航天不断发展，太空经济的投资机会已经从火箭发射扩展至卫星通信、地球观测、航天制造和相关基础设施。对于希望布局这一领域的投资者而言，UFO、ARKX和NASA提供了不同的投资路径：希望覆盖较为完整的太空产业链，可以关注UFO。看好太空技术与国防科技融合，可以关注ARKX。希望获得较高的SpaceX及商业航天龙头敞口，可以关注NASA。不过，太空主题ETF并不适合简单地作为宽基ETF的替代品。由于行业集中度较高、企业盈利周期较长，相关产品可能出现较大的价格波动。对于普通投资者而言，可以先通过宽基ETF建立基础投资组合，再根据自身风险承受能力，考虑是否配置一定比例的太空主题ETF。太空经济的未来值得关注，但真正决定投资回报的，最终仍是企业能否将技术优势转化为可持续的商业收入和利润。本文仅供参考，不构成投资建议。ETF持仓和管理规模可能发生变化，投资前请以基金管理人公布的最新资料为准。","news_type":1,"symbols_score_info":{"SPCU":0.6,"LUNL":0.6,"VSAT":2,"ARKX":2.1,"FLYT":0.6,"ECHO":2,"RKX":0.6,"PL":2,"SPAX":0.6,"TRMB":2,"NASA":2.1,"LOFD":0.6,"ASTY":0.6,"ASTN":0.6,"LOFF":0.6,"RKLB":2,"ASTS":2,"SPCQ":0.6,"ELOL":0.6,"UFO":2.1,"BKSY":2,"LUNR":2,"ASUP":0.6,"RKLZ":0.6,"SPCM":0.6,"FLY":2,"ECHX":0.6,"SPCG":0.6,"DSPC":0.6,"GRMN":2,"YSPC":0.6,"IRDM":2,"SPAL":0.6,"RKLX":0.6,"ASTT":0.6,"ASTG":0.6,"SPCF":0.6,"SPCH":0.6,"SSPC":0.6,"SPCX":2,"SNK":0.6,"LHX":2,"ASTX":0.6,"PLU":0.6}},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624123470725592,"gmtCreate":1793389031550,"gmtModify":1793389033497,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548551468681654","idStr":"3548551468681654"},"themes":[],"title":"","htmlText":"美股如果跟大a一直跌，也就没有什么投资价值了","listText":"美股如果跟大a一直跌，也就没有什么投资价值了","text":"美股如果跟大a一直跌，也就没有什么投资价值了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624123470725592","repostId":"2679321793","repostType":2,"repost":{"id":"2679321793","kind":"live","pubTimestamp":1793367361,"share":"https://www.laohunote.com/m/news/2679321793?lang=zh_CN&edition=full","pubTime":"2026-10-30 21:36","market":"us","language":"zh","title":"SpaceX股价下跌超过5%，跌至8月以来的最低点。","url":"https://stock-news.laohu8.com/highlight/detail?id=2679321793","media":"智通财经","summary":"SpaceX股价下跌超过5%，跌至8月以来的最低点。","content":"<html><body><div>\n<div>\n                  SpaceX股价下跌超过5%，跌至8月以来的最低点。                </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>SpaceX股价下跌超过5%，跌至8月以来的最低点。</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSpaceX股价下跌超过5%，跌至8月以来的最低点。\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-10-30 21:36 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>SpaceX股价下跌超过5%，跌至8月以来的最低点。</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":"","relate_stocks":{"BK4615":"SpaceX概念","SSPC":"2倍做空SpaceX ETF-Leverage Shares","SPCH":"2倍做多SpaceX ETF-Leverage Shares","WARP":"VanEck Space ETF","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","DXYZ":"Destiny Tech100 Inc","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","SPAX":"2倍做多SPACEX ETF-T-REX","SNK":"2倍做空SpaceX ETF-GraniteShares","DSPC":"1倍做空SPCX ETF-Leverage Shares","BK4089":"非传统电信运营商","LOFF":"2倍做多SpaceX ETF-Direxion","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","SPCX":"SPAC and New Issue ETF","LU1861215975.USD":"贝莱德新一代科技基金 A2","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","SPCM":"2倍做多SpaceX ETF-Tradr","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","SPCQ":"2倍做空SpaceX ETF-Defiance","YSPC":"YieldMax SPCX Option Income Strategy ETF","UFO":"Procure Space ETF","LU0056508442.USD":"贝莱德世界科技基金A2","ORBX":"Global X Space Tech ETF","WSPC":"WisdomTree Space Economy UCITS ETF","SPCU":"2倍做多SpaceX ETF-Defiance","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","SPAL":"2倍做多Space X ETF-GraniteShares","LOFD":"Direxion Daily SpaceX Bear 2X ETF","MARS":"Roundhill Space & Technology ETF","SPCF":"2倍做多SpaceX ETF-ProShares","XOVL":"Defiance Daily Target 2X Long XOVR ETF","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","XOVR":"ERShares Private-Public Crossover ETF","LU1861558580.USD":"日兴方舟颠覆性创新基金B","SPCG":"2倍做空SpaceX ETF-Tradr"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2679321793","content_text":"SpaceX股价下跌超过5%，跌至8月以来的最低点。","news_type":1,"symbols_score_info":{"SPCF":0.6,"SPCU":1.5,"DSPC":0.6,"SPCH":0.6,"ORBX":0.6,"ELOL":0.6,"DXYZ":1.5,"SPCM":0.6,"YSPC":0.6,"UFO":0.6,"SPAX":0.6,"SPCG":0.6,"XOVL":0.6,"LOFF":0.6,"SNK":1.5,"XOVR":1.5,"SPCQ":0.6,"SSPC":0.6,"SPCX":1.5,"SPAL":1.5,"WSPC":0.6,"WARP":0.6,"LOFD":0.6,"MARS":0.6}},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623511640080640,"gmtCreate":1793200765098,"gmtModify":1793200767107,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548551468681654","idStr":"3548551468681654"},"themes":[],"title":"","htmlText":"什么逻辑？","listText":"什么逻辑？","text":"什么逻辑？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623511640080640","repostId":"2678491213","repostType":2,"repost":{"id":"2678491213","kind":"live","pubTimestamp":1793199107,"share":"https://www.laohunote.com/m/news/2678491213?lang=zh_CN&edition=full","pubTime":"2026-10-28 22:51","market":"hk","language":"zh","title":"美股异动 | 收购特斯拉被质疑是“扶贫” SpaceX(SPCX.US)一度跌超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2678491213","media":"智通财经","summary":"【美股异动 | 收购特斯拉被质疑是“扶贫” SpaceX(SPCX.US)一度跌超4%】智通财经APP获悉，周三，SpaceX(SPCX.US)低开低走，盘中最大跌幅超4%，截至发稿，跌超3%，报14","content":"<html><body><div>\n<div>\n<b>【美股异动 | 收购特斯拉被质疑是“扶贫” SpaceX(SPCX.US)一度跌超4%】</b>智通财经APP获悉，周三，SpaceX(SPCX.US)低开低走，盘中最大跌幅超4%，截至发稿，跌超3%，报143.7美元，此外，特斯拉(TSLA.US)跌超2%。消息面上，SpaceX收购特斯拉的潜在交易备受关注之际，有专家指出这笔收购可能意味着特斯拉已经走到悬崖边缘。美国纽约大学斯特恩商学院教授Scott \n\nGalloway警告称，SpaceX与特斯拉合并是以牺牲SpaceX股东利益为代价，来拯救特斯拉。                </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>美股异动 | 收购特斯拉被质疑是“扶贫” SpaceX(SPCX.US)一度跌超4%</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美股异动 | 收购特斯拉被质疑是“扶贫” SpaceX(SPCX.US)一度跌超4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-10-28 22:51 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>【美股异动 | 收购特斯拉被质疑是“扶贫” SpaceX(SPCX.US)一度跌超4%】智通财经APP获悉，周三，SpaceX(SPCX.US)低开低走，盘中最大跌幅超4%，截至发稿，跌超3%，报143.7美元，此外，特斯拉(TSLA.US)跌超2%。消息面上，SpaceX收购特斯拉的潜在交易备受关注之际，有专家指出这笔收购可能意味着特斯拉已经走到悬崖边缘。美国纽约大学斯特恩商学院教授Scott ...</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":"","relate_stocks":{"BK4089":"非传统电信运营商","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","SPCM":"2倍做多SpaceX ETF-Tradr","LU0056508442.USD":"贝莱德世界科技基金A2","SPCQ":"2倍做空SpaceX ETF-Defiance","YSPC":"YieldMax SPCX Option Income Strategy ETF","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","ORBX":"Global X Space Tech ETF","WSPC":"WisdomTree Space Economy UCITS ETF","DSPC":"1倍做空SPCX ETF-Leverage Shares","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LOFD":"Direxion Daily SpaceX Bear 2X ETF","MARS":"Roundhill Space & Technology ETF","SPCF":"2倍做多SpaceX ETF-ProShares","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","SPCG":"2倍做空SpaceX ETF-Tradr","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LOFF":"2倍做多SpaceX ETF-Direxion","SSPC":"2倍做空SpaceX ETF-Leverage Shares","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","WARP":"VanEck Space ETF","SPCH":"2倍做多SpaceX ETF-Leverage Shares","SPAX":"2倍做多SPACEX ETF-T-REX","SPCX":"SPAC and New Issue ETF","LU1861215975.USD":"贝莱德新一代科技基金 A2"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2678491213","content_text":"【美股异动 | 收购特斯拉被质疑是“扶贫” SpaceX(SPCX.US)一度跌超4%】智通财经APP获悉，周三，SpaceX(SPCX.US)低开低走，盘中最大跌幅超4%，截至发稿，跌超3%，报143.7美元，此外，特斯拉(TSLA.US)跌超2%。消息面上，SpaceX收购特斯拉的潜在交易备受关注之际，有专家指出这笔收购可能意味着特斯拉已经走到悬崖边缘。美国纽约大学斯特恩商学院教授Scott \n\nGalloway警告称，SpaceX与特斯拉合并是以牺牲SpaceX股东利益为代价，来拯救特斯拉。","news_type":1,"symbols_score_info":{"SPCG":0.6,"WARP":0.6,"SPCM":0.6,"ELOL":0.6,"SPCH":0.6,"SPAX":0.6,"SSPC":0.6,"DSPC":0.6,"LOFD":0.6,"YSPC":0.6,"ORBX":0.6,"MARS":0.6,"SPCX":1.95,"WSPC":0.6,"SPCQ":0.6,"SPCF":0.6,"LOFF":0.6}},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623229402939512,"gmtCreate":1793195179020,"gmtModify":1793195180858,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548551468681654","idStr":"3548551468681654"},"themes":[],"title":"","htmlText":"故意放烟雾弹，洗盘","listText":"故意放烟雾弹，洗盘","text":"故意放烟雾弹，洗盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623229402939512","repostId":"2678487122","repostType":2,"repost":{"id":"2678487122","kind":"highlight","pubTimestamp":1793164719,"share":"https://www.laohunote.com/m/news/2678487122?lang=zh_CN&edition=full","pubTime":"2026-10-28 13:18","market":"us","language":"zh","title":"美联储决议前夜突传警告！本周不加息恐只是缓兵之计，华尔街押注还有两次加息","url":"https://stock-news.laohu8.com/highlight/detail?id=2678487122","media":"FX168财经","summary":"尽管美联储官员此前已释放出本周暂缓加息的明确信号，但美国经济持续强劲、通胀压力再度升温，令华尔街越来越相信，这次暂停可能只是短暂的喘息。预计在美联储公布利率决定的次日，美国政府发布的最新经济数据将进一步凸显这一矛盾。美联储9月会议纪要也显示，许多官员将当时的加息视为防范未来通胀风险的一项预防性措施，而非认为必须连续快速加息。","content":"<html><head></head><body><p style=\"text-align: left;\">FX168财经报社(北美)讯 美联储即将迎来一场看似没有悬念、实则暗藏重大风险的利率决议。尽管美联储官员此前已释放出本周暂缓加息的明确信号，但美国经济持续强劲、通胀压力再度升温，令华尔街越来越相信，这次暂停可能只是短暂的喘息。部分经济学家甚至预计，为了重新控制物价，美联储未来可能还需要加息两次。</p><p style=\"text-align: left;\">更令市场不安的是，美联储目前正面临一个两难局面：如果继续加息，可能推动美国国债收益率进一步攀升，加重经济和金融市场的负担；但如果选择按兵不动，又可能被投资者解读为对通胀风险不够重视，反而引发债券市场新一轮抛售。</p><p style=\"text-align: left;\">随着美国最新通胀和经济增长数据即将公布，再加上下周美国中期选举临近，美联储主席沃什（Kevin Warsh）不仅需要解释为何本周不加息，还必须向市场证明，美联储仍然坚定致力于将通胀率压回2%的政策目标。</p><h2 style=\"text-align: left;\"><strong>美联储本周大概率按兵不动，但经济数据却支持继续加息</strong></h2><p style=\"text-align: left;\">美联储将于10月27日至28日召开货币政策会议，市场普遍预计联邦公开市场委员会（FOMC）将维持联邦基金利率目标区间在3.75%至4.00%不变。此前，美联储已在9月会议上加息25个基点，而美国国债收益率随后大幅攀升，使官员们开始重新评估进一步收紧政策的必要性。</p><p style=\"text-align: left;\">截至上周五，利率期货市场显示，美联储本周维持利率不变的概率约为90%。然而，这种高度一致的市场预期，与美国经济基本面所释放的信号之间却存在明显矛盾。最新经济指标显示，美国消费者支出依然稳健，劳动力市场保持稳定，而通胀不仅没有明显回落，反而呈现重新加速的迹象。</p><p style=\"text-align: left;\">预计在美联储公布利率决定的次日，美国政府发布的最新经济数据将进一步凸显这一矛盾。经济学家预测，美国上月通胀有所加快，价格上涨已不再仅仅集中于汽油和能源领域，而是扩散至机票、房租、电脑等更多商品和服务。与此同时，第三季度美国经济增长预计进一步加速，强劲的消费支出和人工智能需求推动的企业投资成为重要增长动力。</p><p style=\"text-align: left;\">劳动力市场同样没有出现明显恶化。美国9月失业率维持在4.2%，而每周首次申请失业救济人数处于极低水平，显示企业整体裁员意愿仍然有限。这种经济韧性意味着，美联储可能并没有太多理由迅速结束当前的货币紧缩周期。</p><p style=\"text-align: left;\">Nationwide首席经济学家凯西·博斯特扬契奇（Kathy Bostjancic）表示，从经济数据来看，进一步加息实际上具有充分理由。她指出，自上次美联储会议以来，美国经济、消费者支出和劳动力市场持续强劲，但通胀却朝着错误方向发展，进一步加剧了政策制定者的压力。</p><h2 style=\"text-align: left;\"><strong>美债收益率飙升，美联储为何突然不敢加息？</strong></h2><p style=\"text-align: left;\">美联储此次选择暂停加息，一个重要原因并非通胀已经得到控制，而是金融市场此前自行完成了部分货币紧缩效果。</p><p style=\"text-align: left;\">9月加息之后，<a href=\"https://laohu8.com/S/US10Y.BOND\">美国10年期国债收益率</a>一度攀升至接近25年来的高位。如此剧烈的收益率上涨，不仅意味着政府融资成本增加，也会推高企业借贷利率、住房抵押贷款成本及其他长期融资成本，从而可能对经济活动造成超出美联储预期的抑制。</p><p style=\"text-align: left;\">博斯特扬契奇认为，国债收益率的急剧攀升令美联储官员感到担忧，因为金融条件收紧的速度可能已经超过央行原本希望实现的程度。在这种背景下，继续提高政策利率可能进一步放大市场冲击，使美国经济面临不必要的下行风险。</p><p style=\"text-align: left;\">包括纽约联储主席约翰·<a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a>（John Williams）和美联储副主席菲利普·杰斐逊（Philip Jefferson）在内的多位重要官员，近期均释放了倾向于等待更多经济数据的信号。他们的表态帮助市场降低了对10月再次加息的押注，也在一定程度上缓解了债券市场的紧张情绪。</p><p style=\"text-align: left;\">不过，美联储的处境仍然微妙。上周，市场对人工智能投资需求可持续性的担忧引发科技股抛售，美国国债收益率随之有所回落。这意味着，原本支持美联储暂停加息的金融条件收紧因素也在发生变化，令本周利率决定的实际难度可能高于市场预期。</p><h2 style=\"text-align: left;\"><strong>11月3日中期选举逼近，沃什面临另一场政治考验</strong></h2><p style=\"text-align: left;\">除了经济和金融市场压力，美联储还必须应对日益敏感的政治环境。</p><p style=\"text-align: left;\">美国定于11月3日举行中期选举，选举结果将决定特朗普领导的共和党能否继续控制国会参众两院。在此之前，美联储的任何利率决定，都可能被不同政治阵营赋予政治含义。</p><p style=\"text-align: left;\">通胀和生活成本已经成为美国选民最关心的经济问题之一。持续上涨的商品和服务价格削弱家庭购买力，而较高的利率又使购房、汽车贷款和企业融资变得更加昂贵。这种双重压力令美联储陷入困境：提高利率可能进一步增加民众借贷成本，但不采取行动又可能导致高通胀持续更长时间。</p><p style=\"text-align: left;\">安永帕特农（EY-Parthenon）首席经济学家格雷戈里·达科（Gregory Daco）指出，沃什必须设法消除市场对美联储决策受到政治因素影响的怀疑。无论央行最终加息还是维持利率不变，都可能被某一政治阵营解读为有利于另一方。</p><p style=\"text-align: left;\">在达科看来，沃什面临的真正挑战，是既要合理解释10月暂停加息的原因，又不能让市场认为美联储已经放松对抗通胀的决心。如果沃什只是强调等待更多数据，却没有传达出继续控制物价的坚定立场，投资者可能质疑美联储的政策可信度，并推动国债收益率进一步上涨。</p><p style=\"text-align: left;\">他警告，这种因市场信心受损而引发的收益率飙升，甚至可能比美联储直接加息带来的经济冲击更大。因此，沃什必须在释放谨慎信号与维护央行抗通胀信誉之间取得微妙平衡。</p><h2 style=\"text-align: left;\"><strong>沃什记者会暗藏玄机，市场紧盯一句话</strong></h2><p style=\"text-align: left;\">本周美联储决议的最大看点，可能不在于利率是否维持不变，而在于沃什如何描述美国当前的金融条件和通胀风险。</p><p style=\"text-align: left;\">投资者将重点关注会议结束后的政策声明，以及沃什在记者会上的措辞。如果他强调美国经济和就业市场依然强劲、通胀距离2%目标仍有明显差距，市场可能认为12月继续加息的可能性正在上升。相反，如果他更多提及国债收益率高企和金融市场波动所带来的风险，交易员可能将其理解为美联储倾向于延长政策观察期。</p><p style=\"text-align: left;\">然而，沃什一贯不喜欢通过明确的前瞻指引来引导市场预期。因此，达科和其他经济学家预计，他可能不会对未来利率路径作出过多承诺。这意味着，投资者需要更加仔细地分析政策声明中的细微变化，而不是期待从记者会上获得明确的下一次加息时间表。</p><p style=\"text-align: left;\">过去五年多，美国通胀持续高于美联储目标，进一步增加了央行维持政策可信度的难度。如果沃什在记者会上淡化通胀风险，可能引发市场对长期物价稳定的担忧；如果措辞过于鹰派，又可能推高国债收益率，使金融条件再次急剧收紧。</p><h2 style=\"text-align: left;\"><strong>通胀或升至3.6%！价格压力正从能源向更多领域蔓延</strong></h2><p style=\"text-align: left;\">对于美联储而言，真正的考验可能出现在周四公布的最新通胀数据。</p><p style=\"text-align: left;\">市场预计，美国9月个人消费支出（PCE）物价指数同比涨幅将从8月的3.4%加快至3.6%，明显高于美联储2%的长期通胀目标。中东冲突导致的汽油价格上涨，是推动通胀回升的重要因素之一，但经济学家同时指出，物价压力正在向机票、租金和电脑等其他领域扩散。</p><p style=\"text-align: left;\">这一变化尤其值得警惕。如果通胀仅由能源价格短期上涨推动，美联储或许可以等待供应冲击消退；但如果更多商品和服务价格开始持续上涨，说明通胀压力可能正在向经济内部扩散，未来控制通胀的难度也将随之增加。</p><p style=\"text-align: left;\">不过，支持暂停加息的官员仍然拥有一定依据。数据显示，美国过去六个月的平均时薪增幅持续低于通胀，说明工资增长并未形成明显的额外物价压力。这意味着，虽然就业市场保持稳定，但劳动力成本并不一定会推动新一轮工资与物价相互强化的上涨循环。</p><p style=\"text-align: left;\">美联储9月会议纪要也显示，许多官员将当时的加息视为防范未来通胀风险的一项预防性措施，而非认为必须连续快速加息。如果中东冲突逐步缓和、能源价格回落，部分外部通胀压力仍可能自然消退，使美联储拥有更多观察空间。</p><h2 style=\"text-align: left;\"><strong>华尔街最新预测：美联储可能还要再加息两次</strong></h2><p style=\"text-align: left;\">尽管市场对本周维持利率不变的预期相当一致，但部分经济学家认为，未来货币政策仍有可能比投资者想象的更加紧缩。</p><p style=\"text-align: left;\">蒙特利尔银行（BMO）首席美国经济学家斯科特·安德森（Scott Anderson）表示，他认为10月会议的利率决定实际上比市场定价所反映的更加接近五五开。他预计，克利夫兰联储主席贝丝·哈马克（Beth Hammack）至少可能投出一张鹰派反对票，而且不排除有其他政策制定者加入要求继续加息的阵营。</p><p style=\"text-align: left;\">安德森目前预计，美联储为了控制通胀，未来还需要再加息两次。这一判断意味着，当前利率暂停可能并非加息周期的终点，而只是央行在评估金融市场承受能力后采取的阶段性策略。</p><p style=\"text-align: left;\">他认为，面对持续高于目标的通胀，美联储仍有大量工作需要完成。沃什本人也曾在8月底的一次讲话中使用过类似措辞，该讲话被市场普遍视为9月加息的提前信号。</p><p style=\"text-align: left;\">不过，进一步加息的具体时间和幅度，仍将取决于未来经济数据、债券收益率变化以及中东局势的发展。如果通胀继续扩散，同时经济增长保持强劲，美联储可能不得不重新采取行动；但如果金融条件突然进一步收紧，政策制定者也可能选择延长暂停时间。</p><h2 style=\"text-align: left;\"><strong>全球市场迎来关键时刻：不加息未必就是利好</strong></h2><p style=\"text-align: left;\">对于全球投资者而言，本周美联储决议最值得警惕的地方，是传统意义上的“暂停加息”未必能直接转化为风险资产的利好。</p><p style=\"text-align: left;\">如果美联储不加息，但同时强化对通胀的警告，美元和美国国债收益率仍可能保持高位，黄金和高估值科技股则可能继续承压。尤其是在人工智能投资热潮推动美股估值攀升的背景下，利率长期维持高位，将进一步提高市场对企业盈利增长和资本投资回报的要求。</p><p style=\"text-align: left;\">另一方面，如果沃什释放出更加温和的政策信号，短期内可能有利于股市、黄金及其他风险资产反弹，但市场也会担忧美联储是否过早放松对通胀的警惕。一旦投资者因此提高长期通胀预期，美国国债收益率反而可能重新走高。</p><p style=\"text-align: left;\">这也解释了为什么华尔街对本周会议的关注，已经逐渐从“美联储会不会加息”转向“美联储为什么不加息，以及下一次加息何时到来”。</p><p style=\"text-align: left;\">随着美国第三季度经济增长数据、9月PCE通胀数据和美联储决议接连出炉，全球金融市场即将迎来一次重要考验。对于投资者而言，真正的风险或许不是美联储本周意外加息，而是在看似平静的暂停背后，美国新一轮加息压力正在不断积聚。</p></body></html>","source":"jinrongjie_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美联储决议前夜突传警告！本周不加息恐只是缓兵之计，华尔街押注还有两次加息</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美联储决议前夜突传警告！本周不加息恐只是缓兵之计，华尔街押注还有两次加息\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-10-28 13:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://usstock.jrj.com.cn/2026/10/28080158897894.shtml><strong>FX168财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>FX168财经报社(北美)讯 美联储即将迎来一场看似没有悬念、实则暗藏重大风险的利率决议。尽管美联储官员此前已释放出本周暂缓加息的明确信号，但美国经济持续强劲、通胀压力再度升温，令华尔街越来越相信，这次暂停可能只是短暂的喘息。部分经济学家甚至预计，为了重新控制物价，美联储未来可能还需要加息两次。更令市场不安的是，美联储目前正面临一个两难局面：如果继续加息，可能推动美国国债收益率进一步攀升，加重经济...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2026/10/28080158897894.shtml\">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/e40200f089f95ecc9836db07203201d9","relate_stocks":{"TMF":"3倍做多20年期以上国债ETF-Direxion","TBT":"债券20+美国债指数ETF-ProShares两倍做空","IVV":"标普500ETF-iShares","SPXU":"三倍做空标普500ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","SPYQ":"2倍做多SPY Quarterly ETF-Tradr","SQQQ":"纳指三倍做空ETF","VGIT":"中期国债ETF-Vanguard","SGOV":"Ishares Trust Ishares 0-3 Month Treasury BOND ETF","VGSH":"美国短期国债ETF-Vanguard","DIA":"道琼斯ETF","DMAX":"ISHARES LARGE CAP MAX BUFFER DEC ETF","QQQ":"纳指100ETF","SPY":"标普500ETF","SDOW":"三倍做空道指30ETF-ProShares","SPYU":"MAX S&P 500 4X Leveraged ETN","SHV":"Ishares Trust Trust Ishares 0-1 YEAR Treasury BOND ETF","YSPY":"GraniteShares YieldBOOST SPY ETF","BND":"债券指数ETF-Vanguard美国","TLTW":"iShares 20+ Year Treasury Bond Buywrite Strategy ETF","VGLT":"美国长期国债ETF-Vanguard","TMV":"3倍做空20年期以上美国国债ETF-Direxion","SDS":"两倍做空标普500 ETF-ProShares","SHY":"债券指数ETF-iShares Barclays 1-3年国债","DXD":"两倍做空道琼30指数ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","DOG":"道指ETF-ProShares做空","TLH":"iShares安硕10-20年国债ETF","SPXL":"三倍做多标普500ETF-Direxion","UDOW":"三倍做多道指30ETF-ProShares","EDV":"美国延期国债ETF-Vanguard","SSO":"2倍做多标普500ETF-ProShares",".SPX":"S&P 500 Index","BOXX":"ALPHA ARCHITECT 1-3 MONTH BOX ETF","MMAX":"iShares Large Cap Max Buffer Mar ETF","TLT":"20+年以上美国国债ETF-iShares","SH":"做空标普500-Proshares","SMAX":"ISHARES LARGE CAP MAX BUFFER SEP ETF","SPYH":"Neos S&P 500 Hedged Equity Income ETF","SCHO":"嘉信短期美国国债ETF","GOVT":"iShares安硕核心美国国债ETF","TQQQ":"纳指三倍做多ETF","AGG":"债券指数ETF-iShares Barclays综合国债","SPUU":"Direxion Daily S&P 500 Bull 2x Shares",".DJI":"道琼斯","HYG":"债券指数ETF-iShares iBoxx高收益公司债","SPXS":"三倍做空标普500ETF-Direxion",".IXIC":"NASDAQ Composite","SPDN":"Direxion Daily S&P 500 Bear 1X Shares","VOO":"Vanguard标普500ETF","IEF":"债券指数ETF-iShares Barclays 7-10年","HIBL":"Direxion Daily S&P 500 High Beta Bull 3X Shares","UBT":"债券20+美国债-ProShares两倍做多","SPYM":"投资组合标普500指数ETF-SPDR"},"source_url":"https://usstock.jrj.com.cn/2026/10/28080158897894.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2678487122","content_text":"FX168财经报社(北美)讯 美联储即将迎来一场看似没有悬念、实则暗藏重大风险的利率决议。尽管美联储官员此前已释放出本周暂缓加息的明确信号，但美国经济持续强劲、通胀压力再度升温，令华尔街越来越相信，这次暂停可能只是短暂的喘息。部分经济学家甚至预计，为了重新控制物价，美联储未来可能还需要加息两次。更令市场不安的是，美联储目前正面临一个两难局面：如果继续加息，可能推动美国国债收益率进一步攀升，加重经济和金融市场的负担；但如果选择按兵不动，又可能被投资者解读为对通胀风险不够重视，反而引发债券市场新一轮抛售。随着美国最新通胀和经济增长数据即将公布，再加上下周美国中期选举临近，美联储主席沃什（Kevin Warsh）不仅需要解释为何本周不加息，还必须向市场证明，美联储仍然坚定致力于将通胀率压回2%的政策目标。美联储本周大概率按兵不动，但经济数据却支持继续加息美联储将于10月27日至28日召开货币政策会议，市场普遍预计联邦公开市场委员会（FOMC）将维持联邦基金利率目标区间在3.75%至4.00%不变。此前，美联储已在9月会议上加息25个基点，而美国国债收益率随后大幅攀升，使官员们开始重新评估进一步收紧政策的必要性。截至上周五，利率期货市场显示，美联储本周维持利率不变的概率约为90%。然而，这种高度一致的市场预期，与美国经济基本面所释放的信号之间却存在明显矛盾。最新经济指标显示，美国消费者支出依然稳健，劳动力市场保持稳定，而通胀不仅没有明显回落，反而呈现重新加速的迹象。预计在美联储公布利率决定的次日，美国政府发布的最新经济数据将进一步凸显这一矛盾。经济学家预测，美国上月通胀有所加快，价格上涨已不再仅仅集中于汽油和能源领域，而是扩散至机票、房租、电脑等更多商品和服务。与此同时，第三季度美国经济增长预计进一步加速，强劲的消费支出和人工智能需求推动的企业投资成为重要增长动力。劳动力市场同样没有出现明显恶化。美国9月失业率维持在4.2%，而每周首次申请失业救济人数处于极低水平，显示企业整体裁员意愿仍然有限。这种经济韧性意味着，美联储可能并没有太多理由迅速结束当前的货币紧缩周期。Nationwide首席经济学家凯西·博斯特扬契奇（Kathy Bostjancic）表示，从经济数据来看，进一步加息实际上具有充分理由。她指出，自上次美联储会议以来，美国经济、消费者支出和劳动力市场持续强劲，但通胀却朝着错误方向发展，进一步加剧了政策制定者的压力。美债收益率飙升，美联储为何突然不敢加息？美联储此次选择暂停加息，一个重要原因并非通胀已经得到控制，而是金融市场此前自行完成了部分货币紧缩效果。9月加息之后，美国10年期国债收益率一度攀升至接近25年来的高位。如此剧烈的收益率上涨，不仅意味着政府融资成本增加，也会推高企业借贷利率、住房抵押贷款成本及其他长期融资成本，从而可能对经济活动造成超出美联储预期的抑制。博斯特扬契奇认为，国债收益率的急剧攀升令美联储官员感到担忧，因为金融条件收紧的速度可能已经超过央行原本希望实现的程度。在这种背景下，继续提高政策利率可能进一步放大市场冲击，使美国经济面临不必要的下行风险。包括纽约联储主席约翰·威廉姆斯（John Williams）和美联储副主席菲利普·杰斐逊（Philip Jefferson）在内的多位重要官员，近期均释放了倾向于等待更多经济数据的信号。他们的表态帮助市场降低了对10月再次加息的押注，也在一定程度上缓解了债券市场的紧张情绪。不过，美联储的处境仍然微妙。上周，市场对人工智能投资需求可持续性的担忧引发科技股抛售，美国国债收益率随之有所回落。这意味着，原本支持美联储暂停加息的金融条件收紧因素也在发生变化，令本周利率决定的实际难度可能高于市场预期。11月3日中期选举逼近，沃什面临另一场政治考验除了经济和金融市场压力，美联储还必须应对日益敏感的政治环境。美国定于11月3日举行中期选举，选举结果将决定特朗普领导的共和党能否继续控制国会参众两院。在此之前，美联储的任何利率决定，都可能被不同政治阵营赋予政治含义。通胀和生活成本已经成为美国选民最关心的经济问题之一。持续上涨的商品和服务价格削弱家庭购买力，而较高的利率又使购房、汽车贷款和企业融资变得更加昂贵。这种双重压力令美联储陷入困境：提高利率可能进一步增加民众借贷成本，但不采取行动又可能导致高通胀持续更长时间。安永帕特农（EY-Parthenon）首席经济学家格雷戈里·达科（Gregory Daco）指出，沃什必须设法消除市场对美联储决策受到政治因素影响的怀疑。无论央行最终加息还是维持利率不变，都可能被某一政治阵营解读为有利于另一方。在达科看来，沃什面临的真正挑战，是既要合理解释10月暂停加息的原因，又不能让市场认为美联储已经放松对抗通胀的决心。如果沃什只是强调等待更多数据，却没有传达出继续控制物价的坚定立场，投资者可能质疑美联储的政策可信度，并推动国债收益率进一步上涨。他警告，这种因市场信心受损而引发的收益率飙升，甚至可能比美联储直接加息带来的经济冲击更大。因此，沃什必须在释放谨慎信号与维护央行抗通胀信誉之间取得微妙平衡。沃什记者会暗藏玄机，市场紧盯一句话本周美联储决议的最大看点，可能不在于利率是否维持不变，而在于沃什如何描述美国当前的金融条件和通胀风险。投资者将重点关注会议结束后的政策声明，以及沃什在记者会上的措辞。如果他强调美国经济和就业市场依然强劲、通胀距离2%目标仍有明显差距，市场可能认为12月继续加息的可能性正在上升。相反，如果他更多提及国债收益率高企和金融市场波动所带来的风险，交易员可能将其理解为美联储倾向于延长政策观察期。然而，沃什一贯不喜欢通过明确的前瞻指引来引导市场预期。因此，达科和其他经济学家预计，他可能不会对未来利率路径作出过多承诺。这意味着，投资者需要更加仔细地分析政策声明中的细微变化，而不是期待从记者会上获得明确的下一次加息时间表。过去五年多，美国通胀持续高于美联储目标，进一步增加了央行维持政策可信度的难度。如果沃什在记者会上淡化通胀风险，可能引发市场对长期物价稳定的担忧；如果措辞过于鹰派，又可能推高国债收益率，使金融条件再次急剧收紧。通胀或升至3.6%！价格压力正从能源向更多领域蔓延对于美联储而言，真正的考验可能出现在周四公布的最新通胀数据。市场预计，美国9月个人消费支出（PCE）物价指数同比涨幅将从8月的3.4%加快至3.6%，明显高于美联储2%的长期通胀目标。中东冲突导致的汽油价格上涨，是推动通胀回升的重要因素之一，但经济学家同时指出，物价压力正在向机票、租金和电脑等其他领域扩散。这一变化尤其值得警惕。如果通胀仅由能源价格短期上涨推动，美联储或许可以等待供应冲击消退；但如果更多商品和服务价格开始持续上涨，说明通胀压力可能正在向经济内部扩散，未来控制通胀的难度也将随之增加。不过，支持暂停加息的官员仍然拥有一定依据。数据显示，美国过去六个月的平均时薪增幅持续低于通胀，说明工资增长并未形成明显的额外物价压力。这意味着，虽然就业市场保持稳定，但劳动力成本并不一定会推动新一轮工资与物价相互强化的上涨循环。美联储9月会议纪要也显示，许多官员将当时的加息视为防范未来通胀风险的一项预防性措施，而非认为必须连续快速加息。如果中东冲突逐步缓和、能源价格回落，部分外部通胀压力仍可能自然消退，使美联储拥有更多观察空间。华尔街最新预测：美联储可能还要再加息两次尽管市场对本周维持利率不变的预期相当一致，但部分经济学家认为，未来货币政策仍有可能比投资者想象的更加紧缩。蒙特利尔银行（BMO）首席美国经济学家斯科特·安德森（Scott Anderson）表示，他认为10月会议的利率决定实际上比市场定价所反映的更加接近五五开。他预计，克利夫兰联储主席贝丝·哈马克（Beth Hammack）至少可能投出一张鹰派反对票，而且不排除有其他政策制定者加入要求继续加息的阵营。安德森目前预计，美联储为了控制通胀，未来还需要再加息两次。这一判断意味着，当前利率暂停可能并非加息周期的终点，而只是央行在评估金融市场承受能力后采取的阶段性策略。他认为，面对持续高于目标的通胀，美联储仍有大量工作需要完成。沃什本人也曾在8月底的一次讲话中使用过类似措辞，该讲话被市场普遍视为9月加息的提前信号。不过，进一步加息的具体时间和幅度，仍将取决于未来经济数据、债券收益率变化以及中东局势的发展。如果通胀继续扩散，同时经济增长保持强劲，美联储可能不得不重新采取行动；但如果金融条件突然进一步收紧，政策制定者也可能选择延长暂停时间。全球市场迎来关键时刻：不加息未必就是利好对于全球投资者而言，本周美联储决议最值得警惕的地方，是传统意义上的“暂停加息”未必能直接转化为风险资产的利好。如果美联储不加息，但同时强化对通胀的警告，美元和美国国债收益率仍可能保持高位，黄金和高估值科技股则可能继续承压。尤其是在人工智能投资热潮推动美股估值攀升的背景下，利率长期维持高位，将进一步提高市场对企业盈利增长和资本投资回报的要求。另一方面，如果沃什释放出更加温和的政策信号，短期内可能有利于股市、黄金及其他风险资产反弹，但市场也会担忧美联储是否过早放松对通胀的警惕。一旦投资者因此提高长期通胀预期，美国国债收益率反而可能重新走高。这也解释了为什么华尔街对本周会议的关注，已经逐渐从“美联储会不会加息”转向“美联储为什么不加息，以及下一次加息何时到来”。随着美国第三季度经济增长数据、9月PCE通胀数据和美联储决议接连出炉，全球金融市场即将迎来一次重要考验。对于投资者而言，真正的风险或许不是美联储本周意外加息，而是在看似平静的暂停背后，美国新一轮加息压力正在不断积聚。","news_type":1,"symbols_score_info":{"SPYM":0.6,"SPYH":0.6,"AGG":2,"SQQQ":2,".SPX":2,"VOO":0.6,"SHV":2,"UPRO":0.6,".IXIC":2,"DOG":0.6,"TMF":2,"TBT":2,"NQmain":2,"SDS":0.6,"DMAX":0.6,"SGOV":2,"TLT":2,"TMV":2,"DIA":0.6,"UBT":2,"YSPY":0.6,"BOXX":2,"SHY":2,"IEF":2,"SPXL":0.6,"IVV":0.6,"SPYQ":0.6,"BND":2,"SCHO":2,"SSO":0.6,"UDOW":0.6,"VGSH":2,"SDOW":0.6,"SPXU":0.6,"SPDN":0.6,"GOVT":2,"SPUU":0.6,"TLTW":2,"TLH":2,"QQQ":2,"TQQQ":2,"SPY":0.6,"VGLT":2,"YMmain":2,"SH":0.6,"SPXS":0.6,"ESmain":2,"DXD":0.6,"DDM":0.6,".DJI":2,"HYG":2,"EDV":2,"MMAX":0.6,"VGIT":2,"SMAX":0.6,"SPYU":0.6,"HIBL":0.6}},"isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621166109819800,"gmtCreate":1792679099108,"gmtModify":1792679101063,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548551468681654","idStr":"3548551468681654"},"themes":[],"title":"","htmlText":"如果美股继续暴跌，全球会继续抛压美股，到时候就没人投资美股","listText":"如果美股继续暴跌，全球会继续抛压美股，到时候就没人投资美股","text":"如果美股继续暴跌，全球会继续抛压美股，到时候就没人投资美股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621166109819800","repostId":"2677966289","repostType":2,"repost":{"id":"2677966289","kind":"live","pubTimestamp":1792675926,"share":"https://www.laohunote.com/m/news/2677966289?lang=zh_CN&edition=full","pubTime":"2026-10-22 21:32","market":"sh","language":"zh","title":"纳指低开1.48%，Meta跌超5%，特斯拉跌超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2677966289","media":"格隆汇","summary":"美股三大指数集体低开，纳指跌1.48%，标普500指数跌0.9%，道指跌0.44%。\n特斯拉跌超3%，Q3营收略低于预期，GAAP净利润同比下降43%，下调资本开支指引。\nMeta跌超5%，Q3自由现","content":"<html><body>美股三大指数集体低开，纳指跌1.48%，标普500指数跌0.9%，道指跌0.44%。\n特斯拉跌超3%，Q3营收略低于预期，GAAP净利润同比下降43%，下调资本开支指引。\nMeta跌超5%，Q3自由现金流录得负22亿美元，未来支出承诺飙至8250亿美元。\nIBM跌超4%，全年营收指引维持不变，引发市场对其增长势头能否持续的担忧。(格隆汇)</body></html>","source":"live_gelonghui","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>纳指低开1.48%，Meta跌超5%，特斯拉跌超3%</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纳指低开1.48%，Meta跌超5%，特斯拉跌超3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-10-22 21:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美股三大指数集体低开，纳指跌1.48%，标普500指数跌0.9%，道指跌0.44%。\n特斯拉跌超3%，Q3营收略低于预期，GAAP净利润同比下降43%，下调资本开支指引。\nMeta跌超5%，Q3自由现金流录得负22亿美元，未来支出承诺飙至8250亿美元。\nIBM跌超4%，全年营收指引维持不变，引发市场对其增长势头能否持续的担忧。(格隆汇)</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1670710588.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","TSDD":"2倍做空TSLA ETF-GraniteShares","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","07766":"南方两倍做多特斯拉","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","QYLG":"Nasdaq 100 Covered Call & Growth ETF","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4585":"ETF&股票定投概念","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4587":"ChatGPT概念","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC",".HXC":"纳斯达克中国金龙指数","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","SOCL":"社交媒体ETF-Global X","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4588":"碎股","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","TSII":"REX TSLA Growth & Income ETF","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU1564329115.USD":"Blackrock Dynamic High Income A6 USD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","TSLA":"特斯拉","TSL":"1.25倍做多TSLA ETF-GraniteShares","OGIG":"ALPS O'Shares Global Internet Giants ETF","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1564329461.SGD":"Blackrock Dynamic High Income A6 SGD-H","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","TSLG":"2倍做多TSLA ETF-Leverage Shares","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","TSLI":"2倍做多TSLA ETF-ProShares","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","TSLL":"2倍做多TSLA ETF-Direxion","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","TSLP":"TSLA收益溢价策略ETF-Kurv","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","TSLQ":"2倍做空TSLA ETF-Tradr","TESL":"Simplify Volt TSLA Revolution ETF","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0109392836.USD":"富兰克林科技股A","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","TSLR":"2倍做多TSLA ETF-GraniteShares","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","TSLS":"1倍做空TSLA ETF-Direxion","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","TSLT":"2倍做多TSLA ETF-T-Rex","LTL":"PROSHARES ULTRA COMMUNICATION SERVICES","TSLW":"TSLA周配息ETF-Roundhill","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","TSLY":"TSLA期权收益策略ETF-YieldMax","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0444971666.USD":"天利全球科技基金","TSLZ":"2倍做空TSLA ETF-T-Rex","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU0882574139.USD":"富达环球消费行业基金A ACC","PSQ":"做空纳斯达克100指数ETF-ProShares","ONEQ":"Fidelity NASDAQ Composite Index ETF","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","TSYY":"收益增强TSLA ETF-GraniteShares","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU0823414478.USD":"法巴经典能源转换基金","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","LU1564329628.SGD":"Blackrock Dynamic High Income A2 SGD-H","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","GPIQ":"GOLDMAN SACHS NASDAQ 100 CORE PREMIUM INCOME ETF","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","TLA":"GraniteShares Autocallable TSLA ETF","META":"Meta Platforms","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0080751232.USD":"富达环球多元动力基金A","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","XDAT":"Franklin Exponential Data ETF","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","GAMR":"Amplify Video Game Leaders ETF","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","07366":"南方两倍做空特斯拉","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","BK4543":"AI","IBM":"IBM","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0079474960.USD":"联博美国增长基金A","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","BK4592":"伊斯兰概念","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4548":"巴美列捷福持仓","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","SGXZ80539844.SGD":"ALLIANZ GLOBAL HIGH PAYOUT \"AMI\" (H2-SGD) INC","BK4134":"信息科技咨询与其它服务","FBL":"2倍做多META ETF-GraniteShares","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU1979441026.SGD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"A\" (SGDHDG) ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4077":"互动媒体与服务","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","SKYY":"First Trust Cloud Computing ETF","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0072462426.USD":"贝莱德全球配置 A2","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","BK4555":"新能源车","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","FBX":"Corgi META 2x Daily ETF","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","FBY":"META期权收益策略ETF-YieldMax","LU1697837992.HKD":"BGF DYNAMIC HIGH INCOME \"A6\" (HKDHDG) INC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","FBYY":"GraniteShares YieldBOOST META ETF","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4550":"红杉资本持仓","WANT":"Direxion Daily Consumer Discretionary Bull 3X ETF","NULC":"Nuveen ESG Large-Cap ETF","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","WATS":"Corgi Battery Energy Storage Systems ETF","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU1935043452.HKD":"宏利环球多元资产收益 \"AA\" 基金（港元）派息","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","BK4602":"量子计算概念","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","IYW":"美国科技ETF-iShares","FCOM":"Fidelity MSCI Communication Services Index ETF","LU1564329032.USD":"BGF DYNAMIC HIGH INCOME \"A2\" (USD) ACC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU1732800096.USD":"摩根大通环球收益基金A (irc)","VOX":"电信业ETF-Vanguard","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC",".IXIC":"NASDAQ Composite","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","BK4524":"宅经济概念","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4604":"机器人概念","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","BK4527":"明星科技股","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","IBX":"Tradr 2x Long Ibm Daily Etf","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","BK4575":"芯片概念","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","XLC":"Communication Services Select Sector SPDR Fund","QQQA":"ProShares Nasdaq-100 Dorsey Wright Momentum ETF","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","BK4612":"AI芯片","BK4579":"人工智能","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","QQQE":"Direxion NASDAQ-100 Equal Weighted Index ETF","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","BK4574":"无人驾驶","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU1917777945.USD":"安联专题基金Cl AT Acc","NDX":"纳斯达克100指数","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4581":"高盛持仓","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","QQQJ":"Invesco NASDAQ Next Gen 100 ETF","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4534":"瑞士信贷持仓","QQQM":"NASDAQ100指数ETF-Invesco","LIT":"Global X Lithium & Battery Tech ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0871640123.AUD":"BGF GLOBAL MULTI-ASSET INC \"A8\" (AUD HDG) INC","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","METD":"1倍做空META ETF-Direxion","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","BK4538":"云计算","METG":"Leverage Shares 2x Long META Daily ETF","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","METQ":"Tradr 2X Short META Daily ETF","QQQY":"Defiance Nasdaq 100 Enhanced Options & 0DTE Income ETF","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","METU":"2倍做多META ETF-Direxion","09366":"南方两倍做空特斯拉-U","TDIV":"第一信托纳斯达克科技股利指数基金","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","QDTE":"Roundhill Nasdaq-100 0DTE Covered Call Strategy ETF","METV":"Roundhill Ball Metaverse ETF","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","METW":"Roundhill META WeeklyPay™ ETF","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1883839398.USD":"AMUNDI FUNDS INCOME OPPORTUNITIES \"A2\" (USD) ACC","BK4099":"汽车制造商","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0056508442.USD":"贝莱德世界科技基金A2","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","09766":"南方两倍做多特斯拉-U","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU1236620750.USD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (USD) INC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1236620834.HKD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (HKD) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","BK4507":"流媒体概念","GXPC":"Global X PureCap MSCI Communication Services ETF","FDRV":"Fidelity Electric Vehicles and Future Transportation ETF","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","TQQY":"GraniteShares YieldBOOST QQQ ETF","SMOG":"VanEck Low Carbon Energy ETF","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","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","TECS":"Direxion Daily Technology Bear 3X ETF","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","QID":"两倍做空纳斯达克指数ETF-ProShares","SG9999001077.SGD":"United International Growth Fund SGD","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","IE000F7OJYX1.SGD":"RQI GLOBAL \"I\" (SGDHDG) INC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","IE0000B7K699.USD":"RQI GLOBAL \"I\" (USD) INC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU2317271919.USD":"BGF FUTURE CONSUMER \"A2\" (USD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","IE000BZT7R73.USD":"RQI GLOBAL \"I\" (USD) ACC","TRUC":"VanEck Communication Services TruSector ETF","JEPQ":"JPMorgan Nasdaq Equity Premium Income ETF","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","IE000MB6IJN5.SGD":"RQI GLOBAL \"I\" (SGD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","QLD":"2倍做多纳斯达克100指数ETF-ProShares","FTEC":"Fidelity MSCI Information Techno","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","TESC":"Corgi TSLA 2x Daily ETF","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","RSPC":"Invesco S&P 500 Equal Weight Communication Services ETF","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","SG9999002232.USD":"Allianz Global High Payout USD","IE000WAW04H5.SGD":"RQI GLOBAL \"I\" (SGD) INC A","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","SG9999002224.SGD":"Allianz Global High Payout SGD","IE000SO60NU8.SGD":"RQI GLOBAL \"I\" (SGDHDG) ACC A","BK4511":"特斯拉概念","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0552385451.USD":"摩根士丹利投资基金-环球机会基金 C","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","WQTM":"WisdomTree Quantum Computing Fund","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","BK4516":"特朗普概念","IDRV":"iShares Self-Driving EV and Tech ETF","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","HK0000304805.HKD":"PICTET 战略收益基金 P类港元","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC"},"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2677966289","content_text":"美股三大指数集体低开，纳指跌1.48%，标普500指数跌0.9%，道指跌0.44%。\n特斯拉跌超3%，Q3营收略低于预期，GAAP净利润同比下降43%，下调资本开支指引。\nMeta跌超5%，Q3自由现金流录得负22亿美元，未来支出承诺飙至8250亿美元。\nIBM跌超4%，全年营收指引维持不变，引发市场对其增长势头能否持续的担忧。(格隆汇)","news_type":1,"symbols_score_info":{"FBL":0.6,".HXC":1.82,"TSLI":0.6,"TSLR":0.6,"QQQM":0.6,"GAMR":0.6,"TSLL":0.6,"FTEC":0.6,"NDX":1.82,"IBX":0.6,"SMETAmain":0.6,"METW":0.6,"METD":0.6,"FBY":0.6,"TSL":0.6,"TSLY":0.6,"WATS":0.6,"SMOG":0.6,"TSLT":0.6,"TSLQ":0.6,"TEST":0.6,"WQTM":0.6,"SOCL":0.6,"07766":0.6,"SKYY":0.6,"STSLAmain":0.6,"WANT":0.6,"TSLZ":0.6,"METU":0.6,"IYW":0.6,"SIBM0main":0.6,"FBYY":0.6,"QDTE":0.6,"IBM":1.81,"TSII":0.6,"IDRV":0.6,"MNQmain":0.6,"GXPC":0.6,"QLD":0.6,"CRSH":0.6,".IXIC":1.82,"XLC":0.6,"GPIQ":0.6,"TSLG":0.6,"LTL":0.6,"FCOM":0.6,"TRUC":0.6,"09766":0.6,"FBX":0.6,"FDRV":0.6,"QQQJ":0.6,"09366":0.6,"VOX":0.6,"PSQ":0.6,"TESC":0.6,"TSYY":0.6,"TECS":0.6,"TLA":0.6,"TSLW":0.6,"TSLS":0.6,"RSPC":0.6,"METQ":0.6,"QYLG":0.6,"ELOL":0.6,"TSLA":1.88,"TSLP":0.6,"TDIV":0.6,"QQQY":0.6,"NVIW.SI":0.6,"NULC":0.6,"METG":0.6,"META":1.85,"TSLO":0.6,"QID":0.6,"07366":0.6,"XDAT":0.6,"NQmain":0.6,"TQQY":0.6,"OGIG":0.6,"QQQE":0.6,"QQQA":0.6,"METV":0.6,"ONEQ":0.6,"JEPQ":0.6,"TESL":0.6,"TSDD":0.6,"LIT":0.6}},"isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621114396803752,"gmtCreate":1792666380960,"gmtModify":1792666382825,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548551468681654","idStr":"3548551468681654"},"themes":[],"title":"","htmlText":"他的ai目前是全球唯一盈利的公司，看好目标价500","listText":"他的ai目前是全球唯一盈利的公司，看好目标价500","text":"他的ai目前是全球唯一盈利的公司，看好目标价500","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621114396803752","repostId":"2677953551","repostType":2,"repost":{"id":"2677953551","kind":"live","pubTimestamp":1792659882,"share":"https://www.laohunote.com/m/news/2677953551?lang=zh_CN&edition=full","pubTime":"2026-10-22 17:04","market":"us","language":"zh","title":"大行评级｜美银：SpaceX第三季业绩超预期，维持“买入”评级及目标价235美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2677953551","media":"格隆汇","summary":"美银证券发表报告指，SpaceX第三季摊薄每股盈利0.35美元，高于该行预期的0.23美元及综合市场预期的0.15美元，对比2025年同期亏损0.36美元。该行指，胜预期完全来自以下项目，估计约0.1","content":"<html><body>美银证券发表报告指，SpaceX第三季摊薄每股盈利0.35美元，高于该行预期的0.23美元及综合市场预期的0.15美元，对比2025年同期亏损0.36美元。该行指，胜预期完全来自以下项目，估计约0.15美元来自较高净利息收入、10.25亿美元其他收入及3.9亿美元税项利益，部分被经营收入低于预期(约0.04美元)所抵销。第三季收入145.75亿美元，高于该行预期的127.03亿美元及市场预期的128.75亿美元，同比升161%，当中包括Cursor贡献6.08亿美元。该行维持对SpaceX的“买入”评级及目标价235美元。</body></html>","source":"live_gelonghui","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>大行评级｜美银：SpaceX第三季业绩超预期，维持“买入”评级及目标价235美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大行评级｜美银：SpaceX第三季业绩超预期，维持“买入”评级及目标价235美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-10-22 17:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美银证券发表报告指，SpaceX第三季摊薄每股盈利0.35美元，高于该行预期的0.23美元及综合市场预期的0.15美元，对比2025年同期亏损0.36美元。该行指，胜预期完全来自以下项目，估计约0.15美元来自较高净利息收入、10.25亿美元其他收入及3.9亿美元税项利益，部分被经营收入低于预期(约0.04美元)所抵销。第三季收入145.75亿美元，高于该行预期的127.03亿美元及市场预期的...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","SPCM":"2倍做多SpaceX ETF-Tradr","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4615":"SpaceX概念","SPCQ":"2倍做空SpaceX ETF-Defiance","LU1861558580.USD":"日兴方舟颠覆性创新基金B","YSPC":"YieldMax SPCX Option Income Strategy ETF","BK4089":"非传统电信运营商","UFO":"Procure Space ETF","SPCX":"SPAC and New Issue ETF","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","SNK":"2倍做空SpaceX ETF-GraniteShares","UUP":"美元ETF-PowerShares DB","ORBX":"Global X Space Tech ETF","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","WSPC":"WisdomTree Space Economy UCITS ETF","SPCU":"2倍做多SpaceX ETF-Defiance","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","DSPC":"1倍做空SPCX ETF-Leverage Shares","UDN":"做空美元指数-PowerShares","MARS":"Roundhill Space & Technology ETF","SPAL":"2倍做多Space X ETF-GraniteShares","LOFD":"Direxion Daily SpaceX Bear 2X ETF","XOVL":"Defiance Daily Target 2X Long XOVR ETF","SPCF":"2倍做多SpaceX ETF-ProShares","LOFF":"2倍做多SpaceX ETF-Direxion","LU1861215975.USD":"贝莱德新一代科技基金 A2","XOVR":"ERShares Private-Public Crossover ETF","SPCG":"2倍做空SpaceX ETF-Tradr","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","SSPC":"2倍做空SpaceX ETF-Leverage Shares","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","SPCH":"2倍做多SpaceX ETF-Leverage Shares","WARP":"VanEck Space ETF","SPAX":"2倍做多SPACEX ETF-T-REX","DXYZ":"Destiny Tech100 Inc","LU0056508442.USD":"贝莱德世界科技基金A2"},"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2677953551","content_text":"美银证券发表报告指，SpaceX第三季摊薄每股盈利0.35美元，高于该行预期的0.23美元及综合市场预期的0.15美元，对比2025年同期亏损0.36美元。该行指，胜预期完全来自以下项目，估计约0.15美元来自较高净利息收入、10.25亿美元其他收入及3.9亿美元税项利益，部分被经营收入低于预期(约0.04美元)所抵销。第三季收入145.75亿美元，高于该行预期的127.03亿美元及市场预期的128.75亿美元，同比升161%，当中包括Cursor贡献6.08亿美元。该行维持对SpaceX的“买入”评级及目标价235美元。","news_type":1,"symbols_score_info":{"SPCQ":0.6,"LOFF":0.6,"SSPC":0.6,"MARS":0.6,"SPCH":0.6,"XOVL":0.6,"SNK":1.5,"YSPC":0.6,"DSPC":0.6,"SPCG":0.6,"XOVR":1.5,"ELOL":0.6,"SPCM":0.6,"SPCU":1.5,"UFO":0.6,"SPCX":1.5,"SPAX":0.6,"UUP":1.5,"SPCF":0.6,"SPAL":1.5,"UDN":1.5,"ORBX":0.6,"WARP":0.6,"WSPC":0.6,"LOFD":0.6,"DXYZ":1.5}},"isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620931811275416,"gmtCreate":1792621830015,"gmtModify":1792621832214,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548551468681654","idStr":"3548551468681654"},"themes":[],"title":"","htmlText":"搞不懂，还是吓唬散户","listText":"搞不懂，还是吓唬散户","text":"搞不懂，还是吓唬散户","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620931811275416","repostId":"2677988762","repostType":2,"repost":{"id":"2677988762","kind":"news","pubTimestamp":1792620000,"share":"https://www.laohunote.com/m/news/2677988762?lang=zh_CN&edition=full","pubTime":"2026-10-22 06:00","market":"fut","language":"zh","title":"SpaceX(SPCX.US)股债冰火两重天！激进扩张计划推高债务风险溢价 债券信用利差扩大9个基点","url":"https://stock-news.laohu8.com/highlight/detail?id=2677988762","media":"智通财经","summary":"智通财经APP获悉，尽管SpaceX第三季度业绩大幅超出华尔街预期，推动公司股价周三一度上涨逾12%，其债券却遭到投资者抛售。周三，SpaceX债券的风险溢价明显上升，延续了本周早些时候其信用衍生品市场反映出的信用风险上升趋势。美股交易盘中，SpaceX票面利率为6.6%、2046年到期的债券信用利差扩大9个基点，达到264个基点。强劲的盈利及收入增长推动SpaceX股价周三一度上涨12.44%。事实上，SpaceX此前已经通过债券市场筹集了大量资金。","content":"<html><body><p>智通财经APP获悉，尽管<a href=\"https://laohu8.com/S/SPCX\">SpaceX</a>(SPCX.US)第三季度业绩大幅超出华尔街预期，推动公司股价周三一度上涨逾12%，其债券却遭到投资者抛售。随着SpaceX宣布将继续大举投资人工智能(AI)算力、卫星宽带及移动通信业务，债券市场开始担忧，公司未来可能进一步扩大举债规模，从而加重财务负担。</p><p>周三，SpaceX债券的风险溢价明显上升，延续了本周早些时候其信用衍生品市场反映出的信用风险上升趋势。美股交易盘中，SpaceX票面利率为6.6%、2046年到期的债券信用利差扩大9个基点，达到264个基点。这意味着投资者要求持有该公司债券所获得的额外风险补偿进一步增加。</p><p>与此同时，根据ICE Data Services的数据，SpaceX五年期信用违约掉期(CDS)利差一度扩大0.8个基点，升至约232.6个基点，逆转了此前的收窄走势。</p><p>信用违约掉期通常被视为衡量企业信用风险的重要市场指标。利差扩大意味着投资者为债务违约风险购买保护的成本上升，也反映出市场对企业未来偿债能力及融资压力的担忧有所加剧。</p><p>值得注意的是，SpaceX的CDS利差在10月大部分时间持续上行，并多次刷新当月高点，显示债券投资者对其资本支出计划的关注正在升温。</p><p>不过，与债券市场的谨慎态度形成鲜明对比的是，SpaceX的股票投资者对最新财报反应积极。</p><p>SpaceX周二公布的财报显示，截至9月30日的第三季度，公司实现净利润44亿美元，远高于华尔街预期的18.8亿美元。与此同时，营收同比大幅增长161%，同样超过分析师预期。强劲的盈利及收入增长推动SpaceX股价周三一度上涨12.44%。目前，公司市值超过2万亿美元，已成为全球资本市场最受关注的AI基础设施投资标的之一。</p><p>然而，尽管业绩表现强劲，SpaceX管理层在财报电话会议上释放的资本支出信号，却引发了债券市场的另一种解读。SpaceX首席财务官Bret Johnsen周二表示，公司正在积极投资其认为能够创造最高长期回报的三大领域，包括旗下超级智能(Super Intelligence)部门的AI算力业务，以及Starlink卫星宽带和移动通信业务。</p><p>Johnsen强调，公司计划在加快投资的同时维持投资级信用评级，但管理层对未来投资规模的积极表态，仍引发市场对SpaceX可能进一步增加债务的担忧。</p><p>事实上，SpaceX此前已经通过债券市场筹集了大量资金。今年6月，公司曾通过多批次债券发行融资250亿美元，成为其支持业务扩张的重要资金来源。</p><p>此外，媒体本月早些时候报道称，SpaceX正在与银行及投资者洽谈，寻求筹集约400亿美元，用于采购英伟达(NVDA.US)的AI芯片。这意味着，随着SpaceX继续扩大AI计算基础设施建设，其未来融资需求可能进一步增加。</p><p>Johnsen在周二的财报电话会议上表示，公司目前正在与多个债务资本提供方进行讨论，以支持其快速增长的业务。他指出，SpaceX仍拥有多种可利用的债务融资渠道，并正在评估如何通过这些资金来源支持公司未来的发展。</p><p>对于债券投资者而言，问题并不在于SpaceX目前的盈利表现是否强劲，而在于公司未来庞大的资本支出需求，是否会导致债务规模快速上升，并进一步影响其信用状况。</p><p>这种担忧也并非SpaceX独有，而是正在整个大型科技企业债券市场蔓延。随着全球科技公司持续扩大AI基础设施投资，市场预计未来将迎来新一轮大规模企业债券发行。</p><p>数据显示，今年以来，全球企业为支持人工智能相关投资而筹集的债务融资规模已经超过4500亿美元，而去年全年的相关融资规模约为2000亿美元。这意味着，今年以来AI相关债务融资规模已达到去年全年的两倍以上。</p><p>与此同时，随着投资者预计科技企业将在第三季度财报公布后进一步加大融资力度，本周部分大型科技公司的信用风险指标已升至新高。</p><p>在债券市场供给持续增加的背景下，投资者开始要求更高的风险溢价，以补偿未来融资需求上升及债务负担加重可能带来的风险。</p><p>对于SpaceX而言，股票与债券市场的分化，反映出投资者正在从不同角度评估其快速扩张战略。股票投资者更关注AI算力业务快速增长带来的收入及盈利潜力，而债券投资者则更加重视资本支出规模、未来融资需求以及公司能否维持投资级信用评级。</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>SpaceX(SPCX.US)股债冰火两重天！激进扩张计划推高债务风险溢价 债券信用利差扩大9个基点</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSpaceX(SPCX.US)股债冰火两重天！激进扩张计划推高债务风险溢价 债券信用利差扩大9个基点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-10-22 06:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1510446.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，尽管SpaceX(SPCX.US)第三季度业绩大幅超出华尔街预期，推动公司股价周三一度上涨逾12%，其债券却遭到投资者抛售。随着SpaceX宣布将继续大举投资人工智能(AI)算力、卫星宽带及移动通信业务，债券市场开始担忧，公司未来可能进一步扩大举债规模，从而加重财务负担。周三，SpaceX债券的风险溢价明显上升，延续了本周早些时候其信用衍生品市场反映出的信用风险上升趋势。美股...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1510446.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCQ":"2倍做空SpaceX ETF-Defiance","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","YSPC":"YieldMax SPCX Option Income Strategy ETF","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","SNK":"2倍做空SpaceX ETF-GraniteShares","UFO":"Procure Space ETF","ORBX":"Global X Space Tech ETF","WSPC":"WisdomTree Space Economy UCITS ETF","LU1861215975.USD":"贝莱德新一代科技基金 A2","WARP":"VanEck Space ETF","SPCU":"2倍做多SpaceX ETF-Defiance","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","DSPC":"1倍做空SPCX ETF-Leverage Shares","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","SPAL":"2倍做多Space X ETF-GraniteShares","XOVL":"Defiance Daily Target 2X Long XOVR ETF","MARS":"Roundhill Space & Technology ETF","LOFD":"Direxion Daily SpaceX Bear 2X ETF","SPCF":"2倍做多SpaceX ETF-ProShares","XOVR":"ERShares Private-Public Crossover ETF","LOFF":"2倍做多SpaceX ETF-Direxion","SPCG":"2倍做空SpaceX ETF-Tradr","SSPC":"2倍做空SpaceX ETF-Leverage Shares","LU0056508442.USD":"贝莱德世界科技基金A2","PFXF":"VanEck Preferred Securities ex Financials ETF","SPCH":"2倍做多SpaceX ETF-Leverage Shares","SPAX":"2倍做多SPACEX ETF-T-REX","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","DXYZ":"Destiny Tech100 Inc","TSI":"TCW Strategic Income Fund Inc","SPCX":"SPAC and New Issue ETF","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4615":"SpaceX概念","BNDW":"Vanguard Total World Bond ETF","CEFZ":"RiverNorth Active Income ETF","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","BK4089":"非传统电信运营商","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","SPCM":"2倍做多SpaceX ETF-Tradr"},"source_url":"http://www.zhitongcaijing.com/content/detail/1510446.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2677988762","content_text":"智通财经APP获悉，尽管SpaceX(SPCX.US)第三季度业绩大幅超出华尔街预期，推动公司股价周三一度上涨逾12%，其债券却遭到投资者抛售。随着SpaceX宣布将继续大举投资人工智能(AI)算力、卫星宽带及移动通信业务，债券市场开始担忧，公司未来可能进一步扩大举债规模，从而加重财务负担。周三，SpaceX债券的风险溢价明显上升，延续了本周早些时候其信用衍生品市场反映出的信用风险上升趋势。美股交易盘中，SpaceX票面利率为6.6%、2046年到期的债券信用利差扩大9个基点，达到264个基点。这意味着投资者要求持有该公司债券所获得的额外风险补偿进一步增加。与此同时，根据ICE Data Services的数据，SpaceX五年期信用违约掉期(CDS)利差一度扩大0.8个基点，升至约232.6个基点，逆转了此前的收窄走势。信用违约掉期通常被视为衡量企业信用风险的重要市场指标。利差扩大意味着投资者为债务违约风险购买保护的成本上升，也反映出市场对企业未来偿债能力及融资压力的担忧有所加剧。值得注意的是，SpaceX的CDS利差在10月大部分时间持续上行，并多次刷新当月高点，显示债券投资者对其资本支出计划的关注正在升温。不过，与债券市场的谨慎态度形成鲜明对比的是，SpaceX的股票投资者对最新财报反应积极。SpaceX周二公布的财报显示，截至9月30日的第三季度，公司实现净利润44亿美元，远高于华尔街预期的18.8亿美元。与此同时，营收同比大幅增长161%，同样超过分析师预期。强劲的盈利及收入增长推动SpaceX股价周三一度上涨12.44%。目前，公司市值超过2万亿美元，已成为全球资本市场最受关注的AI基础设施投资标的之一。然而，尽管业绩表现强劲，SpaceX管理层在财报电话会议上释放的资本支出信号，却引发了债券市场的另一种解读。SpaceX首席财务官Bret Johnsen周二表示，公司正在积极投资其认为能够创造最高长期回报的三大领域，包括旗下超级智能(Super Intelligence)部门的AI算力业务，以及Starlink卫星宽带和移动通信业务。Johnsen强调，公司计划在加快投资的同时维持投资级信用评级，但管理层对未来投资规模的积极表态，仍引发市场对SpaceX可能进一步增加债务的担忧。事实上，SpaceX此前已经通过债券市场筹集了大量资金。今年6月，公司曾通过多批次债券发行融资250亿美元，成为其支持业务扩张的重要资金来源。此外，媒体本月早些时候报道称，SpaceX正在与银行及投资者洽谈，寻求筹集约400亿美元，用于采购英伟达(NVDA.US)的AI芯片。这意味着，随着SpaceX继续扩大AI计算基础设施建设，其未来融资需求可能进一步增加。Johnsen在周二的财报电话会议上表示，公司目前正在与多个债务资本提供方进行讨论，以支持其快速增长的业务。他指出，SpaceX仍拥有多种可利用的债务融资渠道，并正在评估如何通过这些资金来源支持公司未来的发展。对于债券投资者而言，问题并不在于SpaceX目前的盈利表现是否强劲，而在于公司未来庞大的资本支出需求，是否会导致债务规模快速上升，并进一步影响其信用状况。这种担忧也并非SpaceX独有，而是正在整个大型科技企业债券市场蔓延。随着全球科技公司持续扩大AI基础设施投资，市场预计未来将迎来新一轮大规模企业债券发行。数据显示，今年以来，全球企业为支持人工智能相关投资而筹集的债务融资规模已经超过4500亿美元，而去年全年的相关融资规模约为2000亿美元。这意味着，今年以来AI相关债务融资规模已达到去年全年的两倍以上。与此同时，随着投资者预计科技企业将在第三季度财报公布后进一步加大融资力度，本周部分大型科技公司的信用风险指标已升至新高。在债券市场供给持续增加的背景下，投资者开始要求更高的风险溢价，以补偿未来融资需求上升及债务负担加重可能带来的风险。对于SpaceX而言，股票与债券市场的分化，反映出投资者正在从不同角度评估其快速扩张战略。股票投资者更关注AI算力业务快速增长带来的收入及盈利潜力，而债券投资者则更加重视资本支出规模、未来融资需求以及公司能否维持投资级信用评级。","news_type":1,"symbols_score_info":{"ORBX":0.6,"DXYZ":1.5,"SPCH":0.6,"SPAX":0.6,"SPCG":0.6,"SNK":1.5,"BNDW":1.5,"SPCQ":0.6,"SPAL":1.5,"UFO":0.6,"XOVR":1.5,"SSPC":0.6,"ELOL":0.6,"XOVL":0.6,"WARP":0.6,"YSPC":0.6,"TSI":1.5,"SPCX":1.5,"WSPC":0.6,"SPCF":0.6,"SPCM":0.6,"LOFF":0.6,"MARS":0.6,"LOFD":0.6,"CEFZ":1.5,"PFXF":1.5,"SPCU":1.5,"DSPC":0.6}},"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620916592525312,"gmtCreate":1792618109083,"gmtModify":1792618110949,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548551468681654","idStr":"3548551468681654"},"themes":[],"title":"","htmlText":"洗盘","listText":"洗盘","text":"洗盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620916592525312","repostId":"2677609511","repostType":2,"repost":{"id":"2677609511","kind":"highlight","weMediaInfo":{"introduction":"链捕手ChainCatcher 成立于 2018 年，是一家领先的中文 Web3 媒体及数据服务商。","home_visible":1,"media_name":"链捕手","id":"1041503808","head_image":"https://community-static.tradeup.com/news/64f0784cc29a0d0070f6e968ef6ec7f5"},"pubTimestamp":1792606550,"share":"https://www.laohunote.com/m/news/2677609511?lang=zh_CN&edition=full","pubTime":"2026-10-22 02:15","market":"us","language":"zh","title":"SpaceX 净利润超预期引发债务担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=2677609511","media":"链捕手","summary":" ChainCatcher 消息，SpaceX 第三季度净利润达 44 亿美元，远超市场预期的 18.8 亿美元，营收同比增长 161%。尽管股价一度上涨 12.4%，但市场对其未来举债规模扩大的担忧加剧。SpaceX 于 2046 年到期的债券利差扩大至 264 个基点，五年期信用违约互换价格升至 232.6 个基点。首席财务官布雷特·约翰森表示，公司将继续投资超级智能部门算力及星链业务，并与多个债务资本来源洽谈融资。 ","content":"<html><body><p>ChainCatcher 消息，<a href=\"https://laohu8.com/S/SPCX\">SpaceX</a> 第三季度净利润达 44 亿美元，远超市场预期的 18.8 亿美元，营收同比增长 161%。尽管股价一度上涨 12.4%，但市场对其未来举债规模扩大的担忧加剧。SpaceX 于 2046 年到期的债券利差扩大至 264 个基点，五年期信用违约互换价格升至 232.6 个基点。</p><p>首席财务官布雷特·约翰森表示，公司将继续投资超级智能部门算力及星链业务，并与多个债务资本来源洽谈融资。</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>SpaceX 净利润超预期引发债务担忧</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\">\nSpaceX 净利润超预期引发债务担忧\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1041503808\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/64f0784cc29a0d0070f6e968ef6ec7f5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">链捕手 </p>\n<p class=\"h-time\">2026-10-22 02:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>ChainCatcher 消息，<a href=\"https://laohu8.com/S/SPCX\">SpaceX</a> 第三季度净利润达 44 亿美元，远超市场预期的 18.8 亿美元，营收同比增长 161%。尽管股价一度上涨 12.4%，但市场对其未来举债规模扩大的担忧加剧。SpaceX 于 2046 年到期的债券利差扩大至 264 个基点，五年期信用违约互换价格升至 232.6 个基点。</p><p>首席财务官布雷特·约翰森表示，公司将继续投资超级智能部门算力及星链业务，并与多个债务资本来源洽谈融资。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCU":"2倍做多SpaceX ETF-Defiance","XOVR":"ERShares Private-Public Crossover ETF","DXYZ":"Destiny Tech100 Inc","SPCX":"SPAC and New Issue ETF","SPAL":"2倍做多Space X ETF-GraniteShares","SNK":"2倍做空SpaceX ETF-GraniteShares"},"source_url":"https://www.chaincatcher.com/article/2297985","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2677609511","content_text":"ChainCatcher 消息，SpaceX 第三季度净利润达 44 亿美元，远超市场预期的 18.8 亿美元，营收同比增长 161%。尽管股价一度上涨 12.4%，但市场对其未来举债规模扩大的担忧加剧。SpaceX 于 2046 年到期的债券利差扩大至 264 个基点，五年期信用违约互换价格升至 232.6 个基点。首席财务官布雷特·约翰森表示，公司将继续投资超级智能部门算力及星链业务，并与多个债务资本来源洽谈融资。","news_type":1,"symbols_score_info":{"SNK":1.5,"SPAL":1.5,"SPCX":1.5,"XOVR":1.5,"SPCU":1.5,"DXYZ":1.5}},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620853973697592,"gmtCreate":1792602880492,"gmtModify":1792602882394,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548551468681654","idStr":"3548551468681654"},"themes":[],"title":"","htmlText":"又来发消息利空，洗筹码","listText":"又来发消息利空，洗筹码","text":"又来发消息利空，洗筹码","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620853973697592","repostId":"2677605739","repostType":2,"repost":{"id":"2677605739","kind":"live","pubTimestamp":1792602543,"share":"https://www.laohunote.com/m/news/2677605739?lang=zh_CN&edition=full","pubTime":"2026-10-22 01:09","market":"us","language":"zh","title":"SpaceX债券遭抛售，债务担忧升温致信用风险指标恶化","url":"https://stock-news.laohu8.com/highlight/detail?id=2677605739","media":"智通财经","summary":"【SpaceX债券遭抛售，债务担忧升温致信用风险指标恶化】马斯克旗下太空探索公司SpaceX债券走弱。该公司公布的业绩虽超出分析师预期，但同时表示正在“激进投资”，暗示未来可能进一步增加借款。这家航空","content":"<html><body><div>\n<div>\n<b>【SpaceX债券遭抛售，债务担忧升温致信用风险指标恶化】</b>马斯克旗下太空探索公司SpaceX债券走弱。该公司公布的业绩虽超出分析师预期，但同时表示正在“激进投资”，暗示未来可能进一步增加借款。这家航空航天与人工智能公司的风险溢价上升，其信用衍生品利差本周早些时候已出现走阔。截至纽约时间12:35，SpaceX 2046年到期的6.6%债券利差扩大0.09个百分点，至264个基点。                </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>SpaceX债券遭抛售，债务担忧升温致信用风险指标恶化</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\">\nSpaceX债券遭抛售，债务担忧升温致信用风险指标恶化\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-10-22 01:09 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>【SpaceX债券遭抛售，债务担忧升温致信用风险指标恶化】马斯克旗下太空探索公司SpaceX债券走弱。该公司公布的业绩虽超出分析师预期，但同时表示正在“激进投资”，暗示未来可能进一步增加借款。这家航空航天与人工智能公司的风险溢价上升，其信用衍生品利差本周早些时候已出现走阔。截至纽约时间12:35，SpaceX 2046年到期的6.6%债券利差扩大0.09个百分点，至264个基点。</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":"","relate_stocks":{"JHCB":"John Hancock Corporate Bond ETF","VPLS":"Vanguard Core-Plus Bond ETF","AOHY":"ANGEL OAK HIGH YIELD OPPORTUNITIES ETF","KAMO":"Kensington Credit Opportunities ETF","SJB":"ProShares Short High Yield","UFO":"Procure Space ETF","IBHA":"iShares iBonds 2021 Term High Yield and Income ETF","JHCP":"John Hancock Core Plus Bond Etf","ORBX":"Global X Space Tech ETF","WSPC":"WisdomTree Space Economy UCITS ETF","HYDW":"Xtrackers Low Beta High Yield Bond ETF","CLOC":"AAM Crescent CLO ETF","SNK":"2倍做空SpaceX ETF-GraniteShares","SPCU":"2倍做多SpaceX ETF-Defiance","ACYN":"FT Vest Laddered Autocallable Barrier & Income ETF","BSJO":"Invesco BulletShares 2024 High Yield Corporate Bond ETF","PYLD":"PIMCO MULTI SECTOR BOND ACTIVE ETF","SPAL":"2倍做多Space X ETF-GraniteShares","MARS":"Roundhill Space & Technology ETF","CLOI":"VanEck CLO ETF","SPCF":"2倍做多SpaceX ETF-ProShares","XOVR":"ERShares Private-Public Crossover ETF","GOF":"Guggenheim Strategic Opportuniti","BHYB":"XTRACKERS USD HIGH YIELD BB-B EX FINANCIALS ETF","APCB":"ACTIVEPASSIVE CORE BOND ETF","WARP":"VanEck Space ETF","BHK":"黑岩核心债券信托","FSBD":"Fidelity Sustainable Core Plus Bond ETF","ACEI":"Innovator Equity Autocallable Income Strategy ETF","VSHY":"VIRTUS NEWFLEET SHORT DURATION HIGH YIELD BOND ETF","NBFC":"Neuberger Flexible Credit Income ETF","ACVT":"Advent Convertible Bond ETF","SPCH":"2倍做多SpaceX ETF-Leverage Shares","INSI":"Insight Select Income Fund","BRHY":"iShares High Yield Active ETF","ABHY":"ABACUS TACTICAL HIGH YIELD ETF","FAS":"金融指数ETF-Direxion三倍做多罗素金融股","USDX":"SGI ENHANCED CORE ETF","SPCX":"SPAC and New Issue ETF","NHS":"纽伯格伯曼高地策略基金","BNDW":"Vanguard Total World Bond ETF","DFHY":"Donoghue Forlines Tactical High Yield ETF","HISF":"First Trust High Income Strategic Focus ETF","FLRT":"Pacer Pacific Asset Floating Rate High Income ETF","PKO":"PIMCO Income Opportunity Fund","SMTH":"ALPS | SMITH CORE PLUS BOND ETF","DXYZ":"Destiny Tech100 Inc","FCVT":"First Trust SSI Strategic Convertible Securities ETF","CPLS":"AB CORE PLUS BOND ETF"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2677605739","content_text":"【SpaceX债券遭抛售，债务担忧升温致信用风险指标恶化】马斯克旗下太空探索公司SpaceX债券走弱。该公司公布的业绩虽超出分析师预期，但同时表示正在“激进投资”，暗示未来可能进一步增加借款。这家航空航天与人工智能公司的风险溢价上升，其信用衍生品利差本周早些时候已出现走阔。截至纽约时间12:35，SpaceX 2046年到期的6.6%债券利差扩大0.09个百分点，至264个基点。","news_type":1,"symbols_score_info":{"PKO":1.5,"APCB":1.5,"DFHY":1.5,"DXYZ":1.5,"JHCB":1.5,"SPCU":1.5,"ORBX":0.6,"CPLS":1.5,"FAS":1.5,"UFO":0.6,"NBFC":1.5,"NHS":1.5,"CLOC":1.5,"BHK":1.5,"FSBD":1.5,"INSI":1.5,"SNK":1.5,"SPAL":1.5,"KAMO":1.5,"USDX":1.5,"ACEI":1.5,"BNDW":1.5,"XOVR":1.5,"BHYB":1.5,"SJB":1.5,"CLOI":1.5,"VSHY":1.5,"VPLS":1.5,"BRHY":1.5,"SPCX":1.5,"ACYN":1.5,"IBHA":1.5,"FLRT":1.5,"WSPC":0.6,"AOHY":1.5,"PYLD":1.5,"BSJO":1.5,"HISF":1.5,"ABHY":1.5,"ACVT":1.5,"WARP":0.6,"SPCH":0.6,"GOF":1.5,"MARS":0.6,"JHCP":1.5,"SPCF":0.6,"HYDW":1.5,"SMTH":1.5,"FCVT":1.5}},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":619070527242520,"gmtCreate":1792165985675,"gmtModify":1792165987762,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548551468681654","idStr":"3548551468681654"},"themes":[],"title":"","htmlText":"这的跌到38","listText":"这的跌到38","text":"这的跌到38","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619070527242520","repostId":"2675927875","repostType":2,"repost":{"id":"2675927875","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":1792155876,"share":"https://www.laohunote.com/m/news/2675927875?lang=zh_CN&edition=full","pubTime":"2026-10-16 21:04","market":"fut","language":"zh","title":"报道：CoreWeave三位创始人在股价崩跌前套现33亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2675927875","media":"华尔街见闻","summary":"CoreWeave三位联合创始人上市后累计套现超33亿美元，当前公司股价自高点暴跌逾50%。目前其2032年到期债券跌至困境区间，CDS利差飙升至1117个基点，隐含违约率达63%。市场对其偿债能力的担忧正向AI算力租赁融资链条蔓延。","content":"<html><head></head><body><p style=\"text-align: left;\">CoreWeave三位联合创始人在公司股价崩跌前累计套现逾33亿美元，而当前该公司债券已跌入困境区间，信用违约互换利差飙至历史高位，市场对其偿债能力的担忧急剧升温。</p><p style=\"text-align: left;\">据彭博对公司申报文件的统计，<strong>Michael Intrator、Brian Venturo和Brannin McBee三人自2025年3月IPO以来持续大规模减持，仅2026年一年合计套现即达24亿美元。</strong>与此同时，CoreWeave股价较5月峰值已累计下跌逾50%，创始人账面财富蒸发约150亿美元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/262ff5793f2809576cf8851754f4c5cd\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">公司债务压力正加速显现。截至本周末，CoreWeave 2032年到期的9.625%无担保债券跌至面值约76美分，已触及市场通常定义的困境债务门槛；五年期信用违约互换利差升至创纪录的1117个基点，隐含五年内违约概率高达63%。</p><h2 style=\"text-align: left;\">创始人减持规模：IPO后分批出货，累计套现超33亿</h2><p style=\"text-align: left;\">据彭博报道，三位创始人的减持贯穿上市后整个周期，规模可观。</p><p style=\"text-align: left;\"><strong>Venturo累计套现逾12亿美元，占其上市时原始持股的35%以上；McBee自IPO以来合计出售约10.6亿美元股份，相当于其未摊薄持股比例的40.4%；Intrator今年以来已出售逾9.07亿美元股份，三人累计套现超33亿。</strong>2026年，他们的合计套现额即达24亿美元。</p><p style=\"text-align: left;\">上述减持发生于公司股价高位期间。此后，CoreWeave股价较5月峰值跌幅超过50%，创始人所持剩余股权的账面价值随之大幅缩水约150亿美元。</p><h2 style=\"text-align: left;\">债券跌入困境区间，违约风险定价急剧升温</h2><p style=\"text-align: left;\">CoreWeave的信用市场信号已持续发出警示。</p><p style=\"text-align: left;\">该公司2032年到期无担保债券本周跌至面值约76美分，这一价位通常被市场视为困境债务的典型特征。与此同时，CoreWeave五年期信用违约互换利差飙升至1117个基点，为历史新高，所隐含的五年违约概率达63%。</p><p style=\"text-align: left;\">CoreWeave的商业模式是向客户租赁搭载英伟达芯片的数据中心算力。市场对其债务水平的质疑，正在向更广泛的超大规模云服务商及新兴云计算运营商蔓延，整个行业的融资成本前景由此受到拖累。</p><h2 style=\"text-align: left;\">连锁风险：CoreWeave或成多层债务链条的关键节点</h2><p style=\"text-align: left;\">CoreWeave的潜在风险并不止于自身资产负债表。</p><p style=\"text-align: left;\">CoreWeave既是其自身无担保债券的借款方，同时也是多家垃圾评级数据中心债券发行主体的关键租户——后者债券的偿还在相当程度上依赖CoreWeave按期支付租金。若CoreWeave的资本成本当前已高达16%，则以其租约回款为支撑的相关债券发行主体，其隐含资本成本将更为高企。</p><p style=\"text-align: left;\">Gartner此前预计，超过80%的新兴云计算服务商将面临出局。上述连锁传导路径意味着，CoreWeave一旦出现实质性信用事件，冲击将不仅限于公司本身，而可能波及整个以AI算力租赁为核心的融资生态链条。Deutsche Bank亦就此发表评论，但具体内容尚未完整披露。</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>报道：CoreWeave三位创始人在股价崩跌前套现33亿美元</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; }\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报道：CoreWeave三位创始人在股价崩跌前套现33亿美元\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\">2026-10-16 21:04</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;\">CoreWeave三位联合创始人在公司股价崩跌前累计套现逾33亿美元，而当前该公司债券已跌入困境区间，信用违约互换利差飙至历史高位，市场对其偿债能力的担忧急剧升温。</p><p style=\"text-align: left;\">据彭博对公司申报文件的统计，<strong>Michael Intrator、Brian Venturo和Brannin McBee三人自2025年3月IPO以来持续大规模减持，仅2026年一年合计套现即达24亿美元。</strong>与此同时，CoreWeave股价较5月峰值已累计下跌逾50%，创始人账面财富蒸发约150亿美元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/262ff5793f2809576cf8851754f4c5cd\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">公司债务压力正加速显现。截至本周末，CoreWeave 2032年到期的9.625%无担保债券跌至面值约76美分，已触及市场通常定义的困境债务门槛；五年期信用违约互换利差升至创纪录的1117个基点，隐含五年内违约概率高达63%。</p><h2 style=\"text-align: left;\">创始人减持规模：IPO后分批出货，累计套现超33亿</h2><p style=\"text-align: left;\">据彭博报道，三位创始人的减持贯穿上市后整个周期，规模可观。</p><p style=\"text-align: left;\"><strong>Venturo累计套现逾12亿美元，占其上市时原始持股的35%以上；McBee自IPO以来合计出售约10.6亿美元股份，相当于其未摊薄持股比例的40.4%；Intrator今年以来已出售逾9.07亿美元股份，三人累计套现超33亿。</strong>2026年，他们的合计套现额即达24亿美元。</p><p style=\"text-align: left;\">上述减持发生于公司股价高位期间。此后，CoreWeave股价较5月峰值跌幅超过50%，创始人所持剩余股权的账面价值随之大幅缩水约150亿美元。</p><h2 style=\"text-align: left;\">债券跌入困境区间，违约风险定价急剧升温</h2><p style=\"text-align: left;\">CoreWeave的信用市场信号已持续发出警示。</p><p style=\"text-align: left;\">该公司2032年到期无担保债券本周跌至面值约76美分，这一价位通常被市场视为困境债务的典型特征。与此同时，CoreWeave五年期信用违约互换利差飙升至1117个基点，为历史新高，所隐含的五年违约概率达63%。</p><p style=\"text-align: left;\">CoreWeave的商业模式是向客户租赁搭载英伟达芯片的数据中心算力。市场对其债务水平的质疑，正在向更广泛的超大规模云服务商及新兴云计算运营商蔓延，整个行业的融资成本前景由此受到拖累。</p><h2 style=\"text-align: left;\">连锁风险：CoreWeave或成多层债务链条的关键节点</h2><p style=\"text-align: left;\">CoreWeave的潜在风险并不止于自身资产负债表。</p><p style=\"text-align: left;\">CoreWeave既是其自身无担保债券的借款方，同时也是多家垃圾评级数据中心债券发行主体的关键租户——后者债券的偿还在相当程度上依赖CoreWeave按期支付租金。若CoreWeave的资本成本当前已高达16%，则以其租约回款为支撑的相关债券发行主体，其隐含资本成本将更为高企。</p><p style=\"text-align: left;\">Gartner此前预计，超过80%的新兴云计算服务商将面临出局。上述连锁传导路径意味着，CoreWeave一旦出现实质性信用事件，冲击将不仅限于公司本身，而可能波及整个以AI算力租赁为核心的融资生态链条。Deutsche Bank亦就此发表评论，但具体内容尚未完整披露。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/fccf20578f78f9360843e6e1d47ccf3c","relate_stocks":{"CRWU":"2倍做多CRWV ETF-T-Rex","CORD":"T-REX 2X INVERSE CRWV DAILY TARGET ETF","CRWV":"CoreWeave, Inc.","CRWG":"2倍做多CRWV ETF-Leverage Shares","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","CRWX":"Corgi CRWV 2x Daily ETF","BK4116":"互联网服务与基础架构","LU1861558580.USD":"日兴方舟颠覆性创新基金B","CWVX":"2倍做多CRWV ETF-Tradr","CWII":"REX CRWV Growth & Income ETF"},"source_url":"https://wallstreetcn.com/articles/3783800","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2675927875","content_text":"CoreWeave三位联合创始人在公司股价崩跌前累计套现逾33亿美元，而当前该公司债券已跌入困境区间，信用违约互换利差飙至历史高位，市场对其偿债能力的担忧急剧升温。据彭博对公司申报文件的统计，Michael Intrator、Brian Venturo和Brannin McBee三人自2025年3月IPO以来持续大规模减持，仅2026年一年合计套现即达24亿美元。与此同时，CoreWeave股价较5月峰值已累计下跌逾50%，创始人账面财富蒸发约150亿美元。公司债务压力正加速显现。截至本周末，CoreWeave 2032年到期的9.625%无担保债券跌至面值约76美分，已触及市场通常定义的困境债务门槛；五年期信用违约互换利差升至创纪录的1117个基点，隐含五年内违约概率高达63%。创始人减持规模：IPO后分批出货，累计套现超33亿据彭博报道，三位创始人的减持贯穿上市后整个周期，规模可观。Venturo累计套现逾12亿美元，占其上市时原始持股的35%以上；McBee自IPO以来合计出售约10.6亿美元股份，相当于其未摊薄持股比例的40.4%；Intrator今年以来已出售逾9.07亿美元股份，三人累计套现超33亿。2026年，他们的合计套现额即达24亿美元。上述减持发生于公司股价高位期间。此后，CoreWeave股价较5月峰值跌幅超过50%，创始人所持剩余股权的账面价值随之大幅缩水约150亿美元。债券跌入困境区间，违约风险定价急剧升温CoreWeave的信用市场信号已持续发出警示。该公司2032年到期无担保债券本周跌至面值约76美分，这一价位通常被市场视为困境债务的典型特征。与此同时，CoreWeave五年期信用违约互换利差飙升至1117个基点，为历史新高，所隐含的五年违约概率达63%。CoreWeave的商业模式是向客户租赁搭载英伟达芯片的数据中心算力。市场对其债务水平的质疑，正在向更广泛的超大规模云服务商及新兴云计算运营商蔓延，整个行业的融资成本前景由此受到拖累。连锁风险：CoreWeave或成多层债务链条的关键节点CoreWeave的潜在风险并不止于自身资产负债表。CoreWeave既是其自身无担保债券的借款方，同时也是多家垃圾评级数据中心债券发行主体的关键租户——后者债券的偿还在相当程度上依赖CoreWeave按期支付租金。若CoreWeave的资本成本当前已高达16%，则以其租约回款为支撑的相关债券发行主体，其隐含资本成本将更为高企。Gartner此前预计，超过80%的新兴云计算服务商将面临出局。上述连锁传导路径意味着，CoreWeave一旦出现实质性信用事件，冲击将不仅限于公司本身，而可能波及整个以AI算力租赁为核心的融资生态链条。Deutsche Bank亦就此发表评论，但具体内容尚未完整披露。","news_type":1,"symbols_score_info":{"CRWU":0.6,"CWII":0.6,"CORD":0.6,"CRWV":1.96,"CRWX":0.6,"CWVX":0.6,"CRWG":0.6}},"isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617792035488936,"gmtCreate":1791847394118,"gmtModify":1791847396416,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548551468681654","idStr":"3548551468681654"},"themes":[],"title":"","htmlText":"海力士工厂爆炸了马上大涨","listText":"海力士工厂爆炸了马上大涨","text":"海力士工厂爆炸了马上大涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617792035488936","repostId":"2674980675","repostType":2,"repost":{"id":"2674980675","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1791818479,"share":"https://www.laohunote.com/m/news/2674980675?lang=zh_CN&edition=full","pubTime":"2026-10-12 23:21","market":"nz","language":"zh","title":"长鑫存储4F²架构突破或加剧竞争 美股存储芯片股跌幅扩大 闪迪（SNDK）挫逾6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2674980675","media":"金吾财讯","summary":"金吾财讯 | 美股存储芯片股盘中跌幅扩大，截至发稿，闪迪 跌6.53%，慧荣科技跌6.26%，Rambus跌4.61%，美光科技跌4.04%，SK海力士跌4.01%，希捷科技跌2.94%，西部数据跌2.05%。其他消息面上，周一韩国存储双雄SK海力士、三星电子于韩股市场全天承压，负面情绪进一步传导至美股市场。外资持有SK海力士的比例为49.59%，自上月底跌破50%后，已连续8个交易日徘徊在49%区间。","content":"<html><body><p>金吾财讯 | 美股存储芯片股盘中跌幅扩大，截至发稿，闪迪（SNDK）跌6.53%，慧荣科技（SIMO）跌6.26%，Rambus（RMBS）跌4.61%，美光科技（MU）跌4.04%，<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>（SKHY）跌4.01%，希捷科技（STX）跌2.94%，西部数据（WDC）跌2.05%。消息面上，据证券日报日前报道，<a href=\"https://laohu8.com/S/688825\">长鑫科技</a>在第四届集成芯片和芯粒大会上介绍了其在DRAM（动态随机存取存储器）器件、4F²架构及混合键合等方向的技术探索与积累，并宣布预计年底将推出融合先进技术的新一代DDR（双倍速率同步动态随机存储器）5 RDIMM（寄存式双列直插内存模组）产品。其中，该公司提到，4F²架构的首代产品定为DDR5 RDIMM，将直面服务器内存领域极高的技术与工程壁垒。业内分析指出，4F²新型存储架构也是<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>、SK海力士及美光科技等国际巨头重点布局的前沿领域，长鑫科技的技术突破表明，中国本土存储厂商正通过自主技术路线演进，逐步缩小与国际主流厂商的差距，且随着长鑫科技在高端服务器DRAM及先进架构上的布局落地，或将加剧全球存储行业竞争。</p><p>其他消息面上，周一韩国存储双雄SK海力士、<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>于韩股市场全天承压，负面情绪进一步传导至美股市场。市场分析认为，外资大抛售可能是杀跌的重要原因。韩国交易所数据显示，截至10月7日，外资持有三星电子股份的比例降至46.37%，为2009年7月16日以来最低，约17年新低。外资持有SK海力士的比例为49.59%，自上月底跌破50%后，已连续8个交易日徘徊在49%区间。此外，摩根士丹利最新发布的《存储芯片：传统周期与超级周期之辨》研究报告显示，全球范围内史无前例的AI热潮正在创造需求更强、持续时间更长的存储芯片超级周期，但供给扩张、价格变化及盈利波动的无可避免传统繁荣—衰退周期规律依然存在。</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>长鑫存储4F²架构突破或加剧竞争 美股存储芯片股跌幅扩大 闪迪（SNDK）挫逾6%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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长鑫存储4F²架构突破或加剧竞争 美股存储芯片股跌幅扩大 闪迪（SNDK）挫逾6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-10-12 23:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 美股存储芯片股盘中跌幅扩大，截至发稿，闪迪（SNDK）跌6.53%，慧荣科技（SIMO）跌6.26%，Rambus（RMBS）跌4.61%，美光科技（MU）跌4.04%，<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>（SKHY）跌4.01%，希捷科技（STX）跌2.94%，西部数据（WDC）跌2.05%。消息面上，据证券日报日前报道，<a href=\"https://laohu8.com/S/688825\">长鑫科技</a>在第四届集成芯片和芯粒大会上介绍了其在DRAM（动态随机存取存储器）器件、4F²架构及混合键合等方向的技术探索与积累，并宣布预计年底将推出融合先进技术的新一代DDR（双倍速率同步动态随机存储器）5 RDIMM（寄存式双列直插内存模组）产品。其中，该公司提到，4F²架构的首代产品定为DDR5 RDIMM，将直面服务器内存领域极高的技术与工程壁垒。业内分析指出，4F²新型存储架构也是<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>、SK海力士及美光科技等国际巨头重点布局的前沿领域，长鑫科技的技术突破表明，中国本土存储厂商正通过自主技术路线演进，逐步缩小与国际主流厂商的差距，且随着长鑫科技在高端服务器DRAM及先进架构上的布局落地，或将加剧全球存储行业竞争。</p><p>其他消息面上，周一韩国存储双雄SK海力士、<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>于韩股市场全天承压，负面情绪进一步传导至美股市场。市场分析认为，外资大抛售可能是杀跌的重要原因。韩国交易所数据显示，截至10月7日，外资持有三星电子股份的比例降至46.37%，为2009年7月16日以来最低，约17年新低。外资持有SK海力士的比例为49.59%，自上月底跌破50%后，已连续8个交易日徘徊在49%区间。此外，摩根士丹利最新发布的《存储芯片：传统周期与超级周期之辨》研究报告显示，全球范围内史无前例的AI热潮正在创造需求更强、持续时间更长的存储芯片超级周期，但供给扩张、价格变化及盈利波动的无可避免传统繁荣—衰退周期规律依然存在。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/NDViNTE0MThlOGIzNGVjYjVmZmFmNTJlOTIxNzAyOTY1ODYyNw==.png","relate_stocks":{"LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","WDCC":"Corgi WDC 2x Daily ETF","SNDK":"闪迪","BK4588":"碎股","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","JGRO":"Jpmorgan Active Growth ETF","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","AIS":"VistaShares Artificial Intelligence Supercycle ETF","LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","SNDC":"2倍做多SNDK ETF-Corgi","MIC":"2倍做多MU ETF-Corgi","MUU":"2倍做多MU ETF-Direxion","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU1548497426.USD":"安联环球人工智能AT Acc","WDCX":"Tradr 2X Long WDC Daily ETF","HYNX":"2倍做多海力士ETF-T-REX","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","SNDG":"2倍做多SNDK ETF-Leverage Shares","SKHL":"Direxion Daily SK Hynix Bull 2X ETF","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","STXL":"Defiance Daily Target 2x Long STX ETF","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","FTEC":"Fidelity MSCI Information Techno","SKHQ":"2x Short SK Hynix Daily ETF","SNDQ":"2倍做空SNDK ETF-Tradr","MUYY":"GraniteShares YieldBOOSTMU ETF","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","MUZ":"2倍做空MU ETF-Defiance","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","WDC":"西部数据","SKHU":"2倍做多海力士-ProShares","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0109392836.USD":"富兰克林科技股A","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","FAI":"First Trust Bloomberg Artificial Intelligence ETF","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","STXU":"Leverage Shares 2X Long STX Daily ETF","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","SKHX":"2倍做多海力士ETF-Leverage Shares","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","SMH":"半导体指数ETF-HOLDRs","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","VGT":"信息技术ETF-Vanguard","BOBP":"CORE16 Best of Breed Premier Index ETF","SKHZ":"1倍做空海力士ETF-Leverage Shares","STXX":"Tradr 2X Long STX Daily ETF","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","07709":"南方东英SK海力士每日杠杆最多 (2x) 产品","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","BK4566":"资本集团","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IXN":"iShares Trust S&P Global Informa","SCHM":"Schwab U.S. Mid-Cap ETF","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","SKUU":"2倍做多海力士ETF-GraniteShares","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","BK4605":"半导体精选","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","XLK":"高科技指数ETF-SPDR","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","ARTY":"ISHARES FUTURE AI & TECH ETF","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0823413660.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4527":"明星科技股","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","SNXX":"2倍做多SNDK ETF-Tradr","LEGR":"First Trust Indxx Innovative Transaction & Process ETF","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","FXL":"First Trust Technology AlphaDEX Fund","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","BK4526":"热门中概股","PTF":"Invesco Dorsey Wright Technology Momentum ETF","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","TMSL":"T. Rowe Price Small-Mid Cap ETF","LU2102340556.USD":"AZ ALLOCATION - RISK PARITY FACTOR \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","BK4575":"芯片概念","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","SIMX":"Corgi SIMO 2x Daily ETF","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","CHPS":"XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF","TTXU":"Direxion Daily Technology Top 5 Bull 2X ETF","EGGY":"NESTYIELD DYNAMIC INCOME SHIELD ETF","SIMO":"慧荣科技","BK4579":"人工智能","SKHYV":"SK海力士-WI","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","CHPX":"Global X AI Semiconductor & Quantum ETF","MUG":"Leverage Shares 2X Long MU Daily ETF","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","SKHY":"SK海力士","LU0109391861.USD":"富兰克林美国机遇基金A Acc","FDTX":"Fidelity Disruptive Technology ETF","MU":"美光科技","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","AIFD":"TCW Artificial Intelligence ETF","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","OPTZ":"Optimize Strategy Index Etf","TRFK":"PACER DATA AND DIGITAL REVOLUTION ETF","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","BK4532":"文艺复兴科技持仓","MULL":"2倍做多MU ETF-GraniteShares","EMSF":"Matthews Emerging Markets Sustainable Future Active ETF","LU0240877869.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" ACC","LU1046421795.USD":"富达环球科技A-ACC","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","BK4512":"苹果概念","BK4543":"AI","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","FSMD":"Fidelity Small-Mid Multifactor ETF","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","XITK":"SPDR FactSet Innovative Technology ETF","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","RULE":"Adaptive Core ETF","LU2063271972.USD":"富兰克林创新领域基金","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4141":"半导体产品","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","CGGO":"Capital Group Global Growth Equity ETF","SG9999002950.SGD":"United Asian Growth Opportunities SGD","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","SOXQ":"Invesco PHLX Semiconductor ETF","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0238689110.USD":"贝莱德环球动力股票基金","LU0006061336.USD":"Blackrock US Small and MidCap Opportunities A2 USD","EFIV":"SPDR S&P 500 ESG ETF","LU0240878834.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" (USD) INC AV","SKHA":"Tradr 2X Long SK hynix Daily ETF","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","CNAV":"Mohr Company Nav ETF","SOXX":"iShares费城交易所半导体ETF","XNTK":"SPDR NYSE Technology ETF","COWG":"Pacer US Large Cap Cash Cows Growth Leaders ETF","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","WLDR":"Affinity World Leaders Equity ETF","SKHN":"Tradr 2X Short SK hynix Daily ETF","SKDD":"2倍做空海力士ETF-GraniteShares","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","FCUS":"PINNACLE FOCUSED OPPORTUNITIES ETF","SG9999001424.SGD":"United E-Commerce Fund SGD","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","WUGI":"AXS Esoterica NextG Economy ETF","RMBS":"Rambus","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","PSI":"INVESCO SEMICONDUCTORS ETF","IETC":"iShares U.S. Tech Independence Focused ETF","BK4554":"元宇宙及AR概念","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","RMBC":"Corgi RMBS 2x Daily ETF","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","BK4553":"喜马拉雅资本持仓","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","SNDU":"2倍做多SNDK ETF-T-REX","RMBX":"Tradr 2X Long RMBS Daily ETF","QQQA":"ProShares Nasdaq-100 Dorsey Wright Momentum ETF","CNEQ":"Alger Concentrated Equity ETF","BK4585":"ETF&股票定投概念","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","AIQ":"Global X Artificial Intelligence & Technology ETF","STX":"希捷科技","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","SHOC":"Strive U.S. Semiconductor ETF","USXF":"iShares ESG Advanced MSCI USA ETF","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","SCHA":"Schwab US Small-Cap ETF","SK":"2倍做多海力士ETF-Corgi","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","QQQG":"Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BAI":"iShares A.I. Innovation and Tech Active ETF"},"source_url":"307104","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2674980675","content_text":"金吾财讯 | 美股存储芯片股盘中跌幅扩大，截至发稿，闪迪（SNDK）跌6.53%，慧荣科技（SIMO）跌6.26%，Rambus（RMBS）跌4.61%，美光科技（MU）跌4.04%，SK海力士（SKHY）跌4.01%，希捷科技（STX）跌2.94%，西部数据（WDC）跌2.05%。消息面上，据证券日报日前报道，长鑫科技在第四届集成芯片和芯粒大会上介绍了其在DRAM（动态随机存取存储器）器件、4F²架构及混合键合等方向的技术探索与积累，并宣布预计年底将推出融合先进技术的新一代DDR（双倍速率同步动态随机存储器）5 RDIMM（寄存式双列直插内存模组）产品。其中，该公司提到，4F²架构的首代产品定为DDR5 RDIMM，将直面服务器内存领域极高的技术与工程壁垒。业内分析指出，4F²新型存储架构也是三星电子、SK海力士及美光科技等国际巨头重点布局的前沿领域，长鑫科技的技术突破表明，中国本土存储厂商正通过自主技术路线演进，逐步缩小与国际主流厂商的差距，且随着长鑫科技在高端服务器DRAM及先进架构上的布局落地，或将加剧全球存储行业竞争。其他消息面上，周一韩国存储双雄SK海力士、三星电子于韩股市场全天承压，负面情绪进一步传导至美股市场。市场分析认为，外资大抛售可能是杀跌的重要原因。韩国交易所数据显示，截至10月7日，外资持有三星电子股份的比例降至46.37%，为2009年7月16日以来最低，约17年新低。外资持有SK海力士的比例为49.59%，自上月底跌破50%后，已连续8个交易日徘徊在49%区间。此外，摩根士丹利最新发布的《存储芯片：传统周期与超级周期之辨》研究报告显示，全球范围内史无前例的AI热潮正在创造需求更强、持续时间更长的存储芯片超级周期，但供给扩张、价格变化及盈利波动的无可避免传统繁荣—衰退周期规律依然存在。","news_type":1,"symbols_score_info":{"SKDD":0.6,"XITK":0.6,"CNEQ":0.6,"RMBS":1.92,"SCHA":0.6,"SIMX":0.6,"SKHQ":0.6,"OPTZ":0.6,"MUZ":0.6,"AIFD":0.6,"STXX":0.6,"SOXX":0.6,"SNDC":0.6,"XNTK":0.6,"MUG":0.6,"ARTY":0.6,"COWG":0.6,"SK":0.6,"SMH":0.6,"BAI":0.6,"SNDQ":0.6,"STX":1.9,"SNXX":0.6,"PSI":0.6,"RULE":0.6,"SKHY":1.91,"WDCC":0.6,"RMBX":0.6,"RMBC":0.6,"FXL":0.6,"CGGO":0.6,"SHOC":0.6,"SKHA":0.6,"TRFK":0.6,"TTXU":0.6,"WDC":1.9,"QQQG":0.6,"SNDG":0.6,"SKHZ":0.6,"IXN":0.6,"SKHU":0.6,"MIC":0.6,"SKUU":0.6,"MUU":0.6,"CHPS":0.6,"EGGY":0.6,"QQQA":0.6,"USXF":0.6,"FTEC":0.6,"TMSL":0.6,"JGRO":0.6,"SNDK":1.97,"FAI":0.6,"LEGR":0.6,"FDTX":0.6,"WLDR":0.6,"07709":0.6,"SKHL":0.6,"FCUS":0.6,"SCHM":0.6,"WDCX":0.6,"AIS":0.6,"HYNX":0.6,"IETC":0.6,"EFIV":0.6,"SMU00main":0.6,"AIQ":0.6,"MU":1.93,"SOXQ":0.6,"SKHX":0.6,"WUGI":0.6,"SIMO":1.94,"SKHN":0.6,"CHPX":0.6,"MUYY":0.6,"FSMD":0.6,"XLK":0.6,"SKHYV":0.6,"CNAV":0.6,"MULL":0.6,"EMSF":0.6,"STXU":0.6,"SNDU":0.6,"STXL":0.6,"VGT":0.6,"BOBP":0.6,"PTF":0.6,"CHAT":0.6}},"isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616635144893240,"gmtCreate":1791564948307,"gmtModify":1791564950256,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548551468681654","idStr":"3548551468681654"},"themes":[],"title":"","htmlText":"到18快","listText":"到18快","text":"到18快","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616635144893240","repostId":"1165580713","repostType":2,"repost":{"id":"1165580713","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1791552986,"share":"https://www.laohunote.com/m/news/1165580713?lang=zh_CN&edition=full","pubTime":"2026-10-09 21:36","market":"us","language":"zh","title":"异动解读｜AST SpaceMobile盘中下跌6.18%，SpaceX频谱收购引发竞争担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1165580713","media":"行情直击","summary":"10月9日，AST SpaceMobile盘中下跌6.18%，报53.44美元/股，成交额1.52亿美元。消息面上，SpaceX宣布从Grain Management收购覆盖全美的800MHz低频段频谱牌照，FCC已批准该交易，此举标志着SpaceX正式进军手机运营商市场，引发市场对卫星直连手机领域竞争格局恶化的担忧。SpaceX此次获批低频段频谱进一步加剧了市场对AST SpaceMobile商业模式长期盈利能力的疑虑。AST SpaceMobile是一家卫星设计师和制造商，正在建设可由标准智能手机接入的天基蜂窝宽带网络。","content":"<p><p>10月9日，AST SpaceMobile盘中下跌6.18%，报53.44美元/股，成交额1.52亿美元。</p><p>消息面上，SpaceX宣布从Grain Management收购覆盖全美的800MHz低频段频谱牌照，FCC已批准该交易，此举标志着SpaceX正式进军手机运营商市场，引发市场对卫星直连手机领域竞争格局恶化的担忧。</p><p>此前B. Riley已将AST SpaceMobile评级从买入下调至中性，目标价由85美元下调至65美元，核心担忧在于多租户卫星网络竞争对手对定价权与ARPU的挤压风险。SpaceX此次获批低频段频谱进一步加剧了市场对AST SpaceMobile商业模式长期盈利能力的疑虑。</p><p>AST SpaceMobile是一家卫星设计师和制造商，正在建设可由标准智能手机接入的天基蜂窝宽带网络。</p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读｜AST SpaceMobile盘中下跌6.18%，SpaceX频谱收购引发竞争担忧</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读｜AST SpaceMobile盘中下跌6.18%，SpaceX频谱收购引发竞争担忧\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059448697\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-10-09 21:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>10月9日，AST SpaceMobile盘中下跌6.18%，报53.44美元/股，成交额1.52亿美元。</p><p>消息面上，SpaceX宣布从Grain Management收购覆盖全美的800MHz低频段频谱牌照，FCC已批准该交易，此举标志着SpaceX正式进军手机运营商市场，引发市场对卫星直连手机领域竞争格局恶化的担忧。</p><p>此前B. Riley已将AST SpaceMobile评级从买入下调至中性，目标价由85美元下调至65美元，核心担忧在于多租户卫星网络竞争对手对定价权与ARPU的挤压风险。SpaceX此次获批低频段频谱进一步加剧了市场对AST SpaceMobile商业模式长期盈利能力的疑虑。</p><p>AST SpaceMobile是一家卫星设计师和制造商，正在建设可由标准智能手机接入的天基蜂窝宽带网络。</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASTS":"AST SpaceMobile, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165580713","content_text":"10月9日，AST SpaceMobile盘中下跌6.18%，报53.44美元/股，成交额1.52亿美元。消息面上，SpaceX宣布从Grain Management收购覆盖全美的800MHz低频段频谱牌照，FCC已批准该交易，此举标志着SpaceX正式进军手机运营商市场，引发市场对卫星直连手机领域竞争格局恶化的担忧。此前B. Riley已将AST SpaceMobile评级从买入下调至中性，目标价由85美元下调至65美元，核心担忧在于多租户卫星网络竞争对手对定价权与ARPU的挤压风险。SpaceX此次获批低频段频谱进一步加剧了市场对AST SpaceMobile商业模式长期盈利能力的疑虑。AST SpaceMobile是一家卫星设计师和制造商，正在建设可由标准智能手机接入的天基蜂窝宽带网络。","news_type":1,"symbols_score_info":{"ASTS":1}},"isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616186752344200,"gmtCreate":1791455477383,"gmtModify":1791455479114,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548551468681654","idStr":"3548551468681654"},"themes":[],"title":"","htmlText":"做空","listText":"做空","text":"做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616186752344200","repostId":"2673041834","repostType":2,"repost":{"id":"2673041834","kind":"news","pubTimestamp":1791421695,"share":"https://www.laohunote.com/m/news/2673041834?lang=zh_CN&edition=full","pubTime":"2026-10-08 09:08","market":"sh","language":"zh","title":"美股盘后速递：三大股指期货全线上涨；存储概念股多数上涨，SK海力士、美光科技、闪迪、西部数据齐涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2673041834","media":"经纬科创","summary":"北京时间8日，美股盘后，三大股指期货全线上涨，存储概念股多数上涨。截至发稿，道指期货涨0.03%，纳指期货涨0.15%，标普500指数期货涨0.05%。美国科技七巨头盘后多数上涨，苹果跌0.04%，亚马逊涨0.11%，Meta涨0.26%，微软涨0.03%，英伟达涨0.1%，特斯拉涨0.08%，谷歌持平。","content":"<div>\n<p>北京时间8日，美股盘后，三大股指期货全线上涨，存储概念股多数上涨。　　截至发稿，道指期货涨0.03%，纳指期货涨0.15%，标普500指数期货涨0.05%。　　美国科技七巨头盘后多数上涨，苹果跌0.04%，亚马逊涨0.11%，Meta涨0.26%，微软涨0.03%，英伟达涨0.1%，特斯拉涨0.08%，谷歌持平。　　存储概念股盘后多数上涨，SK海力士涨0.88%，美光科技涨0.42%，闪迪涨...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202610083889077588.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","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>美股盘后速递：三大股指期货全线上涨；存储概念股多数上涨，SK海力士、美光科技、闪迪、西部数据齐涨</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; }\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美股盘后速递：三大股指期货全线上涨；存储概念股多数上涨，SK海力士、美光科技、闪迪、西部数据齐涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-10-08 09:08 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202610083889077588.html><strong>经纬科创</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间8日，美股盘后，三大股指期货全线上涨，存储概念股多数上涨。　　截至发稿，道指期货涨0.03%，纳指期货涨0.15%，标普500指数期货涨0.05%。　　美国科技七巨头盘后多数上涨，苹果跌0.04%，亚马逊涨0.11%，Meta涨0.26%，微软涨0.03%，英伟达涨0.1%，特斯拉涨0.08%，谷歌持平。　　存储概念股盘后多数上涨，SK海力士涨0.88%，美光科技涨0.42%，闪迪涨...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202610083889077588.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JGRO":"Jpmorgan Active Growth ETF","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4507":"流媒体概念","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1206712785.SGD":"Aviva Investors - Multi-Strategy Target Return Ah SGD","LU0477156797.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"RE\" (USD) ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","IE000Q6AESB8.SGD":"PIMCO BALANCED INCOME AND GROWTH \"A\" (SGDHDG) INC","BK4501":"段永平概念","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","FAI":"First Trust Bloomberg Artificial Intelligence ETF","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","IDRV":"iShares Self-Driving EV and Tech ETF","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","BK4567":"ESG概念","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1206713676.USD":"Aviva Investors - Multi-Strategy Target Return Ah USD","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","SG9999001077.SGD":"United International Growth Fund SGD","BK4503":"景林资产持仓","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","BK4566":"资本集团","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4505":"高瓴资本持仓","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","IXN":"iShares Trust S&P Global Informa","BK4504":"桥水持仓","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) ACC","LU2041044095.USD":"Blackrock Circular Economy A2 USD","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU2317271919.USD":"BGF FUTURE CONSUMER \"A2\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU1803068623.USD":"TEMPLETON GLOBAL CLIMATE CHANGE \"AH1\" (USDHDG) ACC","2NVD.UK":"2X NVIDIA ETP","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","SPTE":"SP FUNDS S&P GLOBAL TECHNOLOGY ETF","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0395794307.EUR":"JPM GLOBAL INCOME (DIV) \"A\" (EUR) INC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4561":"索罗斯持仓","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","MSFT":"微软","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK4122":"互联网与直销零售","LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","WANT":"Direxion Daily Consumer Discretionary Bull 3X ETF","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","CHPS":"XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","WATS":"Corgi Battery Energy Storage Systems ETF","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","CHPX":"Global X AI Semiconductor & Quantum ETF","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","MU":"美光科技","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","THMR":"THOR AdaptiveRisk Dynamic ETF","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","3NVD.UK":"LS 3X NVIDIA","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU0240877869.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" ACC","BK4512":"苹果概念","BK4543":"AI","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4511":"特斯拉概念","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","TESL":"Simplify Volt TSLA Revolution ETF","BK4514":"搜索引擎","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","SGXZ80539844.SGD":"ALLIANZ GLOBAL HIGH PAYOUT \"AMI\" (H2-SGD) INC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4516":"特朗普概念","VOX":"电信业ETF-Vanguard","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","BK4515":"5G概念","METW":"Roundhill META WeeklyPay™ ETF","LTL":"PROSHARES ULTRA COMMUNICATION SERVICES","LU1979441026.SGD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"A\" (SGDHDG) ACC","LU1941712264.USD":"ALLIANZ PET AND ANIMAL WELLBEING \"A\" (USD) INC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4549":"软银资本持仓","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","METV":"Roundhill Ball Metaverse ETF","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","SGXZ44715902.SGD":"MAYBANK GLOBAL SHARIAH MULTI-ASSETS-I FUND \"A\" (SGDHDG) INC A","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","LU0240878834.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" (USD) INC AV","BK4548":"巴美列捷福持仓","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","METU":"2倍做多META ETF-Direxion","COWG":"Pacer US Large Cap Cash Cows Growth Leaders ETF","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","METQ":"Tradr 2X Short META Daily ETF","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","WUGI":"AXS Esoterica NextG Economy ETF","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","PSI":"INVESCO SEMICONDUCTORS ETF","IETC":"iShares U.S. Tech Independence Focused ETF","LU0138981039.USD":"FIDELITY FUNDS SUSTAINABLE MULTI ASSET INCOME \"A\" INC","BK4554":"元宇宙及AR概念","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","METG":"Leverage Shares 2x Long META Daily ETF","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU1697837992.HKD":"BGF DYNAMIC HIGH INCOME \"A6\" (HKDHDG) INC","BK4553":"喜马拉雅资本持仓","BK4077":"互动媒体与服务","METD":"1倍做空META ETF-Direxion","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","XLC":"Communication Services Select Sector SPDR Fund","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU1144417596.USD":"UBS (LUX) GLOBAL QUALITY DIVIDEND EQUITY \"Q\" (USD) INC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","STX":"希捷科技","BK4555":"新能源车","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","USD":"ProShares Ultra Semiconductors","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","BK4559":"巴菲特持仓","BAI":"iShares A.I. Innovation and Tech Active ETF","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","WDCC":"Corgi WDC 2x Daily ETF","BK4550":"红杉资本持仓","BK4170":"电脑硬件、储存设备及电脑周边","LU0426417589.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU1935043452.HKD":"宏利环球多元资产收益 \"AA\" 基金（港元）派息","WDCX":"Tradr 2X Long WDC Daily ETF","BK4551":"寇图资本持仓","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","STXL":"Defiance Daily Target 2x Long STX ETF","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","IOSX":"Corgi AAPL 2x Daily ETF","LU0109392836.USD":"富兰克林科技股A","STXU":"Leverage Shares 2X Long STX Daily ETF","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","BOBP":"CORE16 Best of Breed Premier Index ETF","LU1564329032.USD":"BGF DYNAMIC HIGH INCOME \"A2\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU1188199696.SGD":"Schroder ISF Global Multi-Asset Income A Dis SGD","LU0898699433.AUD":"JPM GLOBAL INCOME \"A\" (AUDHDG) INC (M)","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","STXX":"Tradr 2X Long STX Daily ETF","BK4529":"IDC概念","07388":"南方两倍做空英伟达","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU2394011477.USD":"JPMORGAN CLIMATE CHANGE SOLUTIONS \"A\" (USD) ACC","AAPB":"2倍做多AAPL ETF-GraniteShares","BK4528":"SaaS概念","LU0545562505.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC","AAPD":"1倍做空AAPL ETF-Direxion","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","AZYY":"GraniteShares YieldBOOST AMZN ETF","LU0444971666.USD":"天利全球科技基金","AAPE":"Leverage Shares 2X Long AAPL Daily ETF","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","XLK":"高科技指数ETF-SPDR","AAPU":"2倍做多AAPL ETF-Direxion","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0960925559.SGD":"Schroder ISF Global Multi-Asset Income A Acc SGD","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","AAPW":"AAPL周配息ETF-Roundhill","CLSE":"Convergence Long/Short Equity ETF","LU0879622024.SGD":"Schroder ISF Global Multi-Asset Income A Dis SGD-H","BK4525":"远程办公概念","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","AAPX":"2倍做多Apple ETF-T-Rex","BK4524":"宅经济概念","AAPY":"AAPL收益溢价策略ETF-Kurv","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","BK4527":"明星科技股","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","PTF":"Invesco Dorsey Wright Technology Momentum ETF","BK4571":"数字音乐概念","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0251142724.SGD":"Fidelity America A-SGD","BK4576":"AR","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","VT":"世界全股市ETF-Vanguard","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4575":"芯片概念","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","CMAG":"Corgi Mag 7 ETF","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","BK4577":"网络游戏","GOOGL":"谷歌A","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4579":"人工智能","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\" (HKD) ACC","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","BK4574":"无人驾驶","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1228905037.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","BK4573":"虚拟现实","TLA":"GraniteShares Autocallable TSLA ETF","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","EMSF":"Matthews Emerging Markets Sustainable Future Active ETF","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","LU0323239441.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AC\" ACC","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","ABFL":"ABACUS FCF LEADERS ETF","LU1228905540.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC 2","LU2063271972.USD":"富兰克林创新领域基金","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU1989773731.SGD":"CPR Invest - Education A2 Acc SGD-H","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","LU1400636574.HKD":"ALLIANZ EUROPE INCOME AND GROWTH \"AMG\" (HKDHDG) INC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","CGGO":"Capital Group Global Growth Equity ETF","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU0557290698.USD":"施罗德环球可持续增长基金","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","BK4535":"淡马锡持仓","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","BK4538":"云计算","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1883839398.USD":"AMUNDI FUNDS INCOME OPPORTUNITIES \"A2\" (USD) ACC","IGV":"北美软件ETF-iShares","EFIV":"SPDR S&P 500 ESG ETF","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","XDAT":"Franklin Exponential Data ETF","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","CNAV":"Mohr Company Nav ETF","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","WISE":"THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF","CQTM":"Corgi Quantum Computing ETF","LU1917777945.USD":"安联专题基金Cl AT Acc","WLDR":"Affinity World Leaders Equity ETF","LU0056508442.USD":"贝莱德世界科技基金A2","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU1043141396.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","BK4097":"系统软件","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1043141123.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) INC 2","BK4099":"汽车制造商","CNEQ":"Alger Concentrated Equity ETF","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","AAPL":"苹果","USXF":"iShares ESG Advanced MSCI USA ETF","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0994945656.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC 2","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","EGGY":"NESTYIELD DYNAMIC INCOME SHIELD ETF","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1989763005.USD":"东方汇理教育基金A2 Acc","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","AGOX":"Adaptive Alpha Opportunities ETF","MIC":"2倍做多MU ETF-Corgi","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","MUU":"2倍做多MU ETF-Direxion","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","HBMX":"Tuttle Capital Concentrated Memory Stack ETF","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0080751232.USD":"富达环球多元动力基金A","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","FTEC":"Fidelity MSCI Information Techno","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","MUYY":"GraniteShares YieldBOOSTMU ETF","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","MUZ":"2倍做空MU ETF-Defiance","LU0234572021.USD":"高盛美国核心股票组合Acc","WDC":"西部数据","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1670756490.USD":"ALLIANZ EUROPE INCOME AND GROWTH \"AT\" (USDHDG) ACC","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","DRMY":"XFUNDS Memory Income ETF","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","TSDD":"2倍做空TSLA ETF-GraniteShares","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","IE000F7OJYX1.SGD":"RQI GLOBAL \"I\" (SGDHDG) INC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","FBL":"2倍做多META ETF-GraniteShares","07766":"南方两倍做多特斯拉","SNPE":"Xtrackers S&P 500 Scored & Screened ETF","LU1181866309.USD":"摩根大通环球策略总报酬基金A (acc)","IE0000B7K699.USD":"RQI GLOBAL \"I\" (USD) INC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU0426412945.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0757359368.USD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (USD)  ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE000BZT7R73.USD":"RQI GLOBAL \"I\" (USD) ACC","LU2279689827.SGD":"JPMorgan Investment Funds - Global Income Sustainable A (mth) SGD-H","LU0095938881.EUR":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) EUR","SKYY":"First Trust Cloud Computing ETF","07788":"南方两倍做多英伟达","IE000MB6IJN5.SGD":"RQI GLOBAL \"I\" (SGD) ACC","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1340139317.AUD":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) AUD-H","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","TYLG":"GLOBAL X INFORMATION TECHNOLOGY COVERED CALL & GROWTH ETF","ARTY":"ISHARES FUTURE AI & TECH ETF","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","NVD2.UK":"2X NVIDIA ETP","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU1334329650.SGD":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) SGD-H","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","NVD3.UK":"LS 3X NVIDIA","FBX":"Corgi META 2x Daily ETF","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU1291159041.SGD":"CPR Invest - Global Silver Age A2 Acc SGD-H","DIPS":"做空NVDA期权收益策略ETF-YieldMax","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LEGR":"First Trust Indxx Innovative Transaction & Process ETF","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","DISK":"Tema Memory ETF","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2102340556.USD":"AZ ALLOCATION - RISK PARITY FACTOR \"A\" (USD) ACC","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","SOCL":"社交媒体ETF-Global X","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","FBY":"META期权收益策略ETF-YieldMax","NVDS.UK":"LS -1X NVIDIA","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","FBYY":"GraniteShares YieldBOOST META ETF","AMZD":"1倍做空AMZN ETF-Direxion","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","AMZG":"Leverage Shares 2X Long AMZN Daily ETF","NULC":"Nuveen ESG Large-Cap ETF","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","AMZO":"Tradr 2x Short Amzn Daily Etf","MSFC":"2倍做多MSFT ETF-Corgi","RTH":"零售指数ETF-HOLDRs","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","MSFD":"1倍做空MSFT ETF-Direxion","IE000WAW04H5.SGD":"RQI GLOBAL \"I\" (SGD) INC A","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU0757359954.USD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (USD) INC MF","AMZP":"KURV YIELD PREMIUM STRATEGY AMAZON (AMZN) ETF","SG9999002232.USD":"Allianz Global High Payout USD","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE000SO60NU8.SGD":"RQI GLOBAL \"I\" (SGDHDG) ACC A","AMZU":"2倍做多AMZN ETF-Direxion","MSFL":"2倍做多MSFT ETF-GraniteShares","TSII":"REX TSLA Growth & Income ETF","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1645745479.HKD":"ALLIANZ EUROPE INCOME AND GROWTH \"AM\" (HKDHDG) INC","TSL":"1.25倍做多TSLA ETF-GraniteShares","OGIG":"ALPS O'Shares Global Internet Giants ETF","MSFO":"MSFT期权收益策略ETF-YieldMax","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","AMZW":"Roundhill AMZN WeeklyPay™ ETF","LU0552385451.USD":"摩根士丹利投资基金-环球机会基金 C","LU0079474960.USD":"联博美国增长基金A","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU1400636491.USD":"Allianz Europe Income and Growth Cl AMg DIS H2-USD","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","MSFU":"2倍做多MSFT ETF-Direxion","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","AMZY":"AMZN期权收益策略ETF-YieldMax","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","TSLG":"2倍做多TSLA ETF-Leverage Shares","GXPC":"Global X PureCap MSCI Communication Services ETF","AIFD":"TCW Artificial Intelligence ETF","AMZZ":"2倍做多AMZN ETF-GraniteShares","TSLI":"2倍做多TSLA ETF-ProShares","MSFW":"Roundhill MSFT WeeklyPay ETF","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU1221951046.USD":"NORDEA 1 STABLE RETURN \"HM\" (USDHDG) INC","HK0000304805.HKD":"PICTET 战略收益基金 P类港元","LU1046421795.USD":"富达环球科技A-ACC","TSLL":"2倍做多TSLA ETF-Direxion","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","MSFX":"2倍做多MSFT ETF-T-Rex","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","RULE":"Adaptive Core ETF","MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","LU1221951129.SGD":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","TSLP":"TSLA收益溢价策略ETF-Kurv","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","TSLQ":"2倍做空TSLA ETF-Tradr","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","FCOM":"Fidelity MSCI Communication Services Index ETF","LU2211817866.USD":"Allianz Food Security AT Acc USD","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LFGY":"YieldMax Crypto Industry and Tech Portfolio Option Income ETF","LU1670710588.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC","TSLR":"2倍做多TSLA ETF-GraniteShares","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","TSLS":"1倍做空TSLA ETF-Direxion","SNVD.UK":"LS -1X NVIDIA","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1196500208.SGD":"NORDEA STABLE RETURN \"HB\" (SGDHDG) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","SOXQ":"Invesco PHLX Semiconductor ETF","LU0528227936.USD":"富达环球人口趋势基金A-ACC","FTXL":"First Trust Nasdaq Semiconductor ETF","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","BK4592":"伊斯兰概念","TSLT":"2倍做多TSLA ETF-T-Rex","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","LU0238689110.USD":"贝莱德环球动力股票基金","NVC":"Corgi NVDA 2x Daily ETF","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","TSLW":"TSLA周配息ETF-Roundhill","LU0171293334.USD":"贝莱德英国基金A2","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","NVD":"2倍做空NVDA ETF-GraniteShares","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","TSLY":"TSLA期权收益策略ETF-YieldMax","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","SOXX":"iShares费城交易所半导体ETF","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","ANV":"GraniteShares Autocallable NVDA ETF","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","NVDB":"ProShares Ultra NVDA ETF","TSLZ":"2倍做空TSLA ETF-T-Rex","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","NVDD":"1倍做空NVDA ETF-Direxion","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","FCUS":"PINNACLE FOCUSED OPPORTUNITIES ETF","SOXY":"YieldMax Target 12 Semiconductor Option Income ETF","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","HK0000819398.USD":"BLACKROCK PREMIER SYSTEMATIC GLOBAL EQUITY HIGH INCOME FUND A10 (USD)INC","NVDG":"2倍做多NVDA ETF- Leverage Shares","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU1202635105.USD":"ALLIANZ EUROPE INCOME AND GROWTH \"AM\" (USDHDG) INC","NVDL":"2倍做多NVDA ETF-GraniteShares","LU1032955483.USD":"NORDEA 1 STABLE RETURN \"HB\" (USDHDG) ACC","AIPI":"REX AI EQUITY PREMIUM INCOME ETF","QQQA":"ProShares Nasdaq-100 Dorsey Wright Momentum ETF","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","NVDQ":"2倍做空NVDA ETF-T-Rex","BK4585":"ETF&股票定投概念","NVDS":"1.5倍做空NVDA ETF-Tradr","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","AMZN":"亚马逊","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","AIQ":"Global X Artificial Intelligence & Technology ETF","NVDU":"2倍做多NVDA ETF-Direxion","LU1941712348.USD":"ALLIANZ PET AND ANIMAL WELLBEING \"AT\" (USD) ACC","SHOC":"Strive U.S. Semiconductor ETF","BK4587":"ChatGPT概念","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","NVDW":"NVDA周配息ETF-Roundhill","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","NVDX":"2倍做多NVDA ETF-T-Rex","BK4596":"哈里斯概念","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","QQQG":"Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF","LU1564329115.USD":"Blackrock Dynamic High Income A6 USD","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU3102509885.SGD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A8P\" (SGDHDG) INC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","NVDY":"NVDA期权收益策略ETF-YieldMax","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU1564329461.SGD":"Blackrock Dynamic High Income A6 SGD-H","BK4588":"碎股","LU0894486033.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) INC MF","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","AIS":"VistaShares Artificial Intelligence Supercycle ETF","TSLA":"特斯拉","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU0894485498.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","ILDR":"First Trust Innovation Leaders ETF","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","HULL":"Corgi Shipping & Global Logistics ETF","BK4598":"佩洛西持仓","NVII":"Rex NVDA Growth & Income ETF","RSPC":"Invesco S&P 500 Equal Weight Communication Services ETF","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LIT":"Global X Lithium & Battery Tech ETF","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","HK0000532082.HKD":"ALLIANZ SELECTION INCOME AND GROWTH \"AM\" (HKD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU0861579265.USD":"联博低波幅策略股票基金A","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","VGT":"信息技术ETF-Vanguard","SMH":"半导体指数ETF-HOLDRs","GOGL":"2倍做多GOOGL ETF-Corgi","LU0143551892.USD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A\" (USD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","BK4602":"量子计算概念","LU1732800096.USD":"摩根大通环球收益基金A (irc)","NVDA":"英伟达","APLY":"AAPL期权收益策略ETF-YieldMax","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","LU2462591277.SGD":"TRP GLOBAL FOCUSED GROWTH EQUITY \"AN\" (SGDHDG) ACC","ESLG":"Eventide Large Cap Growth ETF","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2954938101.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A8P\" (SGD) INC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","ONLN":"ProShares Online Retail ETF","09366":"南方两倍做空特斯拉-U","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1861215975.USD":"贝莱德新一代科技基金 A2","TDIV":"第一信托纳斯达克科技股利指数基金","LU2999663052.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A4P\" (SGD) INC","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","SMHX":"VanEck Fabless Semiconductor ETF","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","09388":"南方两倍做空英伟达-U","BK4605":"半导体精选","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","NVYY":"GraniteShares YieldBOOST NVDA ETF","GOOL":"Leverage Shares 2X Long GOOGL Daily ETF","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","BK4608":"AI应用概念股","META":"Meta Platforms","LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","LU1400636657.SGD":"Allianz Europe Income and Growth Cl AMg DIS H2-SGD","TSYY":"收益增强TSLA ETF-GraniteShares","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","LU2047632596.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A\" (USD) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU2100268510.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"AX\" (USD) INC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4604":"机器人概念","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","BK4220":"综合零售","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","GOOW":"Roundhill GOOGL WeeklyPay ETF","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","09766":"南方两倍做多特斯拉-U","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","ESUM":"EVENTIDE US MARKET ETF","TTEQ":"T. Rowe Price Technology ETF","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","GOOX":"2倍做多GOOG ETF-T-REX","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","FXL":"First Trust Technology AlphaDEX Fund","GGLL":"2倍做多GOOGL-Direxion","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","GOOY":"GOOGL期权收益策略ETF-YieldMax","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","09788":"南方两倍做多英伟达-U","GGLS":"1倍做空GOOGL ETF-Direxion","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","GOU":"GraniteShares 2x Long GOOGL Daily ETF","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","FDRV":"Fidelity Electric Vehicles and Future Transportation ETF","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","ROM":"ProShares Ultra Technology","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","BK4612":"AI芯片","MUD":"1倍做空MU ETF-Direxion","TTXU":"Direxion Daily Technology Top 5 Bull 2X ETF","LU1923622614.USD":"Natixis Thematics Meta R/A USD","BK4614":"Manus概念股","MUG":"Leverage Shares 2X Long MU Daily ETF","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU0109391861.USD":"富兰克林美国机遇基金A Acc","SMOG":"VanEck Low Carbon Energy ETF","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","FDTX":"Fidelity Disruptive Technology ETF","LU0882574139.USD":"富达环球消费行业基金A ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","MULL":"2倍做多MU ETF-GraniteShares","LU0871640123.AUD":"BGF GLOBAL MULTI-ASSET INC \"A8\" (AUD HDG) INC","LU1923622291.USD":"Natixis Thematics Safety R/A USD","TRFK":"PACER DATA AND DIGITAL REVOLUTION ETF","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","AMAA":"Corgi AMZN 2x Daily ETF","TEK":"iShares Technology Opportunities Active ETF","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0006061336.USD":"Blackrock US Small and MidCap Opportunities A2 USD","LU2092937221.SGD":"Blackrock Circular Economy A2 SGD-H","CLIX":"ProShares Long Online/Short Stores ETF","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU2637965513.SGD":"BGF GLOBAL ALLOCATION \"A10\" (SGDHDG) INC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU1235295455.SGD":"Fidelity Global Multi Asset Growth & Income A-ACC-SGD","XNTK":"SPDR NYSE Technology ETF","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0823414478.USD":"法巴经典能源转换基金","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU1032466523.USD":"高盛全球多资产收益组合Acc","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","SG9999001424.SGD":"United E-Commerce Fund SGD","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","TRUC":"VanEck Communication Services TruSector ETF","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU0323240290.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AD\" INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU1261432733.SGD":"Fidelity World A-ACC-SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1236620750.USD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (USD) INC","GAMR":"Amplify Video Game Leaders ETF","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU1236620834.HKD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (HKD) INC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","07366":"南方两倍做空特斯拉","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1564329628.SGD":"Blackrock Dynamic High Income A2 SGD-H","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","TESC":"Corgi TSLA 2x Daily ETF","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H"},"source_url":"http://finance.eastmoney.com/a/202610083889077588.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2673041834","content_text":"北京时间8日，美股盘后，三大股指期货全线上涨，存储概念股多数上涨。　　截至发稿，道指期货涨0.03%，纳指期货涨0.15%，标普500指数期货涨0.05%。　　美国科技七巨头盘后多数上涨，苹果跌0.04%，亚马逊涨0.11%，Meta涨0.26%，微软涨0.03%，英伟达涨0.1%，特斯拉涨0.08%，谷歌持平。　　存储概念股盘后多数上涨，SK海力士涨0.88%，美光科技涨0.42%，闪迪涨0.57%，西部数据涨0.38%，希捷科技跌0.07%。（文章来源：经纬科创）","news_type":1,"symbols_score_info":{"09366":0.6,"07766":0.6,"CNEQ":0.6,"GOGL":0.6,"ELOL":0.6,"LTL":0.6,"METQ":0.6,"FCOM":0.6,"METV":0.6,"GOOGL":1.88,"AIFD":0.6,"IGV":0.6,"SOXX":0.6,"SKYY":0.6,"FDRV":0.6,"MSFU":0.6,"COWG":0.6,"MUG":0.6,"07366":0.6,"GAMR":0.6,"BAI":0.6,"STX":1.87,"DISK":0.6,"RULE":0.6,"TSL":0.6,"GXPC":0.6,"NVDA":1.88,"TSYY":0.6,"AAPW":0.6,"MSFT":1.88,"NVD":0.6,"NVD2.UK":0.6,"MIC":0.6,"QQQA":0.6,"USXF":0.6,"NVDD":0.6,"MUD":0.6,"TESC":0.6,"WATS":0.6,"09766":0.6,"IDRV":0.6,"JGRO":0.6,"OGIG":0.6,"AMZO":0.6,"MSFO":0.6,"WLDR":0.6,"AMZN":1.88,"SPTE":0.6,"SMOG":0.6,"VT":0.6,"NVD3.UK":0.6,"SNVD.UK":0.6,"MSFY":0.6,"AMZZ":0.6,"HBMX":0.6,"FBX":0.6,"AAPU":0.6,"EFIV":0.6,"AMZY":0.6,"VOX":0.6,"DRMY":0.6,"LIT":0.6,"WUGI":0.6,"NVDU":0.6,"EMSF":0.6,"AZYY":0.6,"ESUM":0.6,"CLSE":0.6,"BOBP":0.6,"MSFD":0.6,"NVDS":0.6,"TSLO":0.6,"TSLI":0.6,"META":1.88,"AMZG":0.6,"07788":0.6,"TSLL":0.6,"NVYY":0.6,"FBYY":0.6,"IOSX":0.6,"XNTK":0.6,"GOU":0.6,"MSFC":0.6,"DIPS":0.6,"GOOL":0.6,"PSI":0.6,"ILDR":0.6,"TYLG":0.6,"TTEQ":0.6,"NVDW":0.6,"AAPE":0.6,"SHOC":0.6,"TTXU":0.6,"MACW.SI":0.6,"EGGY":0.6,"NVC":0.6,"FTEC":0.6,"RTH":0.6,"AMZP":0.6,"AIS":0.6,"09788":0.6,"SOCL":0.6,"SMU00main":0.6,"TRUC":0.6,"TSDD":0.6,"TSLP":0.6,"ANV":0.6,"SOXQ":0.6,"SNPE":0.6,"NVDY":0.6,"AMZD":0.6,"SMHX":0.6,"AMAA":0.6,"NVDX":0.6,"CNAV":0.6,"AMZU":0.6,"MULL":0.6,"STXU":0.6,"AMZW":0.6,"NULC":0.6,"METG":0.6,"THMR":0.6,"FTXL":0.6,"2NVD.UK":0.6,"MSFX":0.6,"CLIX":0.6,"SMETAmain":0.6,"TSLW":0.6,"MUZ":0.6,"XLC":0.6,"TESL":0.6,"GGLS":0.6,"ARTY":0.6,"AAPX":0.6,"TSLA":1.88,"ROM":0.6,"SNVDAmain":0.6,"CMAG":0.6,"NVIW.SI":0.6,"METD":0.6,"MSFL":0.6,"HULL":0.6,"FXL":0.6,"USD":0.6,"WDC":1.95,"QQQG":0.6,"MSFW":0.6,"USAW.SI":0.6,"METW":0.6,"CHPS":0.6,"SAMZNmain":0.6,"APLY":0.6,"XDAT":0.6,"WANT":0.6,"NVDQ":0.6,"SAAPLmain":0.6,"CRSH":0.6,"TSLS":0.6,"FAI":0.6,"NVDG":0.6,"FDTX":0.6,"NVDL":0.6,"FCUS":0.6,"AGOX":0.6,"GGLL":0.6,"SOXY":0.6,"WDCX":0.6,"LFGY":0.6,"IETC":0.6,"TEK":0.6,"TEST":0.6,"CHPX":0.6,"MUYY":0.6,"XLK":0.6,"NVII":0.6,"GOOX":0.6,"FBY":0.6,"STXL":0.6,"09388":0.6,"VGT":0.6,"AIPI":0.6,"CHAT":0.6,"NVDB":0.6,"NVDO":0.6,"NVDS.UK":0.6,"TSLQ":0.6,"3NVD.UK":0.6,"STXX":0.6,"TSII":0.6,"AAPD":0.6,"ONLN":0.6,"SMH":0.6,"AAPY":0.6,"GOOY":0.6,"AAPL":1.88,"WISE":0.6,"TSLG":0.6,"WDCC":0.6,"ABFL":0.6,"RSPC":0.6,"TSLY":0.6,"METU":0.6,"07388":0.6,"CGGO":0.6,"TRFK":0.6,"ESLG":0.6,"IXN":0.6,"STSLAmain":0.6,"GOOP":0.6,"MUU":0.6,"TSLT":0.6,"SMSFTmain":0.6,"CQTM":0.6,"LEGR":0.6,"TDIV":0.6,"GOOW":0.6,"MU":1.95,"AIQ":0.6,"TSLZ":0.6,"TLA":0.6,"TSLR":0.6,"AAPB":0.6,"PTF":0.6,"FBL":0.6}},"isVote":1,"tweetType":1,"viewCount":762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615369940426896,"gmtCreate":1791244340233,"gmtModify":1791244342039,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548551468681654","idStr":"3548551468681654"},"themes":[],"title":"","htmlText":"等到28年建好，估计ai已经不需要了","listText":"等到28年建好，估计ai已经不需要了","text":"等到28年建好，估计ai已经不需要了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/615369940426896","repostId":"1181827988","repostType":2,"repost":{"id":"1181827988","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":1791208202,"share":"https://www.laohunote.com/m/news/1181827988?lang=zh_CN&edition=full","pubTime":"2026-10-05 21:50","market":"us","language":"zh","title":"大摩等投行反驳东芝扩产恐慌，西部数据、希捷科技大幅反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1181827988","media":"老虎资讯综合","summary":"10月5日，美股存储概念股走势分化，$西部数据(WDC)$涨超7%，$希捷科技(STX)$涨超6%，$SK海力士(SKHY)$跌超2%，$美光科技(MU)$跌近2%。","content":"<html><head></head><body><p>10月5日，美股存储概念股走势分化，<a href=\"https://laohu8.com/S/WDC\">西部数据</a>涨超7%，<a href=\"https://laohu8.com/S/STX\">希捷科技</a>涨超6%，<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>跌超2%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌近2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f7651c9af3452fd9d734c90d5e329cd\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce7590b1ebe0608f4e8c0084a6184023\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>上一交易日，东芝硬盘扩产消息引发板块股价回调，西部数据、希捷科技双双跌超10%。随后，摩根士丹利与伯恩斯坦相继发布调研报告，反驳市场恐慌，两家机构均认为市场对东芝扩产消息反应过度，实际对行业供给冲击有限；AI代理任务、物理AI催生增量存储需求，HDD供需紧张格局延续，维持希捷、西部数据看多评级，其中大摩将希捷列为首选标的。</p><p style=\"text-align: justify;\">摩根士丹利经过产业链走访调研表示，菲律宾工厂的扩产为东芝已规划两年的项目，年产能增速约30%，仅与行业整体供给增速持平，难以追上快速扩张的市场需求。受TDK、Resonac核心零部件约束、技术路线落后等因素制约，扩产落地时间偏激进，实现难度较高。日经报道提及的30%市场份额属于老旧目标，现实条件下很难达成，合理预期东芝市占率仅有望抬升至12‑13%。同时大摩确认，希捷、西部数据暂无新增扩产计划，行业价格策略也未发生调整。</p><p style=\"text-align: justify;\">需求端方面，摩根士丹利指出近1‑2个月HDD需求出现加速，除传统公有云厂商以外，新锐云厂商、人形物理AI企业成为新增采购力量；AI智能体工作负载会产生大量需要持久留存的上下文数据，进一步拉动硬盘消耗。现货市场价格走强，非长协订单现货报价达到3‑5美分/GB，显著高于合约价，验证行业定价上行逻辑。2026年行业供给缺口约300EB，2027‑2028年缺口将扩大至400EB。估值层面，希捷对应2028年基准情景EPS为10倍PE，乐观情景仅6.8倍；西部数据对应2028年基准情景8.5倍PE，乐观情景5.8倍，估值具备吸引力。</p><p style=\"text-align: justify;\">伯恩斯坦同样认为东芝扩产属于“小题大做”。即便乐观假设东芝完成产能近乎翻倍，叠加希捷、西数保持25%的年容量增长，东芝市占率也仅能由11.2%提升至16.8%，远达不到30%。从资本开支角度，报道提及3.8亿美元投入不足以支撑大规模产能翻倍；东芝面密度技术显著落后同业，高容量产品迭代滞后，扩产将被迫增加更多物理盘体，资本压力更大，执行风险突出。伯恩斯坦重申对两家公司“跑赢大盘”评级，希捷目标价1350美元，西部数据目标价770美元，建议借本次股价回调布局。</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>大摩等投行反驳东芝扩产恐慌，西部数据、希捷科技大幅反弹</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大摩等投行反驳东芝扩产恐慌，西部数据、希捷科技大幅反弹\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\">2026-10-05 21:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月5日，美股存储概念股走势分化，<a href=\"https://laohu8.com/S/WDC\">西部数据</a>涨超7%，<a href=\"https://laohu8.com/S/STX\">希捷科技</a>涨超6%，<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>跌超2%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌近2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f7651c9af3452fd9d734c90d5e329cd\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce7590b1ebe0608f4e8c0084a6184023\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>上一交易日，东芝硬盘扩产消息引发板块股价回调，西部数据、希捷科技双双跌超10%。随后，摩根士丹利与伯恩斯坦相继发布调研报告，反驳市场恐慌，两家机构均认为市场对东芝扩产消息反应过度，实际对行业供给冲击有限；AI代理任务、物理AI催生增量存储需求，HDD供需紧张格局延续，维持希捷、西部数据看多评级，其中大摩将希捷列为首选标的。</p><p style=\"text-align: justify;\">摩根士丹利经过产业链走访调研表示，菲律宾工厂的扩产为东芝已规划两年的项目，年产能增速约30%，仅与行业整体供给增速持平，难以追上快速扩张的市场需求。受TDK、Resonac核心零部件约束、技术路线落后等因素制约，扩产落地时间偏激进，实现难度较高。日经报道提及的30%市场份额属于老旧目标，现实条件下很难达成，合理预期东芝市占率仅有望抬升至12‑13%。同时大摩确认，希捷、西部数据暂无新增扩产计划，行业价格策略也未发生调整。</p><p style=\"text-align: justify;\">需求端方面，摩根士丹利指出近1‑2个月HDD需求出现加速，除传统公有云厂商以外，新锐云厂商、人形物理AI企业成为新增采购力量；AI智能体工作负载会产生大量需要持久留存的上下文数据，进一步拉动硬盘消耗。现货市场价格走强，非长协订单现货报价达到3‑5美分/GB，显著高于合约价，验证行业定价上行逻辑。2026年行业供给缺口约300EB，2027‑2028年缺口将扩大至400EB。估值层面，希捷对应2028年基准情景EPS为10倍PE，乐观情景仅6.8倍；西部数据对应2028年基准情景8.5倍PE，乐观情景5.8倍，估值具备吸引力。</p><p style=\"text-align: justify;\">伯恩斯坦同样认为东芝扩产属于“小题大做”。即便乐观假设东芝完成产能近乎翻倍，叠加希捷、西数保持25%的年容量增长，东芝市占率也仅能由11.2%提升至16.8%，远达不到30%。从资本开支角度，报道提及3.8亿美元投入不足以支撑大规模产能翻倍；东芝面密度技术显著落后同业，高容量产品迭代滞后，扩产将被迫增加更多物理盘体，资本压力更大，执行风险突出。伯恩斯坦重申对两家公司“跑赢大盘”评级，希捷目标价1350美元，西部数据目标价770美元，建议借本次股价回调布局。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"WDCX":"Tradr 2X Long WDC Daily ETF","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","SKHL":"Direxion Daily SK Hynix Bull 2X ETF","HBMX":"Tuttle Capital Concentrated Memory Stack ETF","STXL":"Defiance Daily Target 2x Long STX ETF","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","MUYY":"GraniteShares YieldBOOSTMU ETF","SKHQ":"2x Short SK Hynix Daily ETF","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","MUZ":"2倍做空MU ETF-Defiance","SKHU":"2倍做多海力士-ProShares","STXU":"Leverage Shares 2X Long STX Daily ETF","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0238689110.USD":"贝莱德环球动力股票基金","SKHX":"2倍做多海力士ETF-Leverage Shares","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","BOBP":"CORE16 Best of Breed Premier Index ETF","VGT":"信息技术ETF-Vanguard","SMH":"半导体指数ETF-HOLDRs","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0006061336.USD":"Blackrock US Small and MidCap Opportunities A2 USD","SKHZ":"1倍做空海力士ETF-Leverage Shares","LU0240878834.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" (USD) INC AV","STXX":"Tradr 2X Long STX Daily ETF","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","07709":"南方东英SK海力士每日杠杆最多 (2x) 产品","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4554":"元宇宙及AR概念","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","EDZ":"新兴市场ETF-Direxion三倍做空","03516":"博时港交所韩交所半导体指数ETF","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","SG9999001424.SGD":"United E-Commerce Fund SGD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4553":"喜马拉雅资本持仓","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","IXN":"iShares Trust S&P Global Informa","MUU":"2倍做多MU ETF-Direxion","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4585":"ETF&股票定投概念","SKUU":"2倍做多海力士ETF-GraniteShares","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","XLK":"高科技指数ETF-SPDR","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IETC":"iShares U.S. Tech Independence Focused ETF","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","STX":"希捷科技","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","ARTY":"ISHARES FUTURE AI & TECH ETF","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","HYNX":"2倍做多海力士ETF-T-REX","EEMO":"Invesco S&P Emerging Markets Momentum ETF","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4588":"碎股","LEGR":"First Trust Indxx Innovative Transaction & Process ETF","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","FXL":"First Trust Technology AlphaDEX Fund","PTF":"Invesco Dorsey Wright Technology Momentum ETF","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","DISK":"Tema Memory ETF","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","MUD":"1倍做空MU ETF-Direxion","TTXU":"Direxion Daily Technology Top 5 Bull 2X ETF","CHPS":"XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0109392836.USD":"富兰克林科技股A","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","MUG":"Leverage Shares 2X Long MU Daily ETF","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","CHPX":"Global X AI Semiconductor & Quantum ETF","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","FDTX":"Fidelity Disruptive Technology ETF","BK4566":"资本集团","RAMZ":"T-REX 2X INVERSE DRAM DAILY TARGET ETF","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","AIFD":"TCW Artificial Intelligence ETF","EMSF":"Matthews Emerging Markets Sustainable Future Active ETF","MULL":"2倍做多MU ETF-GraniteShares","TRFK":"PACER DATA AND DIGITAL REVOLUTION ETF","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","WDC":"西部数据","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","RAM":"2倍做多DRAM ETF-T-REX","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","RULE":"Adaptive Core ETF","LU0444971666.USD":"天利全球科技基金","BK4605":"半导体精选","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","CGGO":"Capital Group Global Growth Equity ETF","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","FTXL":"First Trust Nasdaq Semiconductor ETF","SOXQ":"Invesco PHLX Semiconductor ETF","BK7142":"石油与天然气的勘探与生产","BK4527":"明星科技股","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU0823413660.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) INC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","EFIV":"SPDR S&P 500 ESG ETF","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","SKHA":"Tradr 2X Long SK hynix Daily ETF","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","CNAV":"Mohr Company Nav ETF","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2102340556.USD":"AZ ALLOCATION - RISK PARITY FACTOR \"A\" (USD) ACC","SOXX":"iShares费城交易所半导体ETF","COWG":"Pacer US Large Cap Cash Cows Growth Leaders ETF","SKHN":"Tradr 2X Short SK hynix Daily ETF","BK4575":"芯片概念","WLDR":"Affinity World Leaders Equity ETF","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","FCUS":"PINNACLE FOCUSED OPPORTUNITIES ETF","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","WUGI":"AXS Esoterica NextG Economy ETF","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","SKHY":"SK海力士","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","PSI":"INVESCO SEMICONDUCTORS ETF","MU":"美光科技","BK4579":"人工智能","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","QQQA":"ProShares Nasdaq-100 Dorsey Wright Momentum ETF","XNTK":"SPDR NYSE Technology ETF","FAI":"First Trust Bloomberg Artificial Intelligence ETF","CNEQ":"Alger Concentrated Equity ETF","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","AIQ":"Global X Artificial Intelligence & Technology ETF","DRAL":"2倍做多DRAM ETF-Defiance","FTEC":"Fidelity MSCI Information Techno","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","SHOC":"Strive U.S. Semiconductor ETF","USXF":"iShares ESG Advanced MSCI USA ETF","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4532":"文艺复兴科技持仓","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","DRMY":"XFUNDS Memory Income ETF","BK4512":"苹果概念","BK4543":"AI","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","SG9999015978.USD":"利安颠覆性创新基金A","SK":"2倍做多海力士ETF-Corgi","QQQG":"Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","EGGY":"NESTYIELD DYNAMIC INCOME SHIELD ETF","SKDD":"2倍做空海力士ETF-GraniteShares","LU0240877869.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" ACC","LU1046421795.USD":"富达环球科技A-ACC","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","BK4141":"半导体产品","JGRO":"Jpmorgan Active Growth ETF","WDCC":"Corgi WDC 2x Daily ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BAI":"iShares A.I. Innovation and Tech Active ETF","AIS":"VistaShares Artificial Intelligence Supercycle ETF","MIC":"2倍做多MU ETF-Corgi","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181827988","content_text":"10月5日，美股存储概念股走势分化，西部数据涨超7%，希捷科技涨超6%，SK海力士跌超2%，美光科技跌近2%。上一交易日，东芝硬盘扩产消息引发板块股价回调，西部数据、希捷科技双双跌超10%。随后，摩根士丹利与伯恩斯坦相继发布调研报告，反驳市场恐慌，两家机构均认为市场对东芝扩产消息反应过度，实际对行业供给冲击有限；AI代理任务、物理AI催生增量存储需求，HDD供需紧张格局延续，维持希捷、西部数据看多评级，其中大摩将希捷列为首选标的。摩根士丹利经过产业链走访调研表示，菲律宾工厂的扩产为东芝已规划两年的项目，年产能增速约30%，仅与行业整体供给增速持平，难以追上快速扩张的市场需求。受TDK、Resonac核心零部件约束、技术路线落后等因素制约，扩产落地时间偏激进，实现难度较高。日经报道提及的30%市场份额属于老旧目标，现实条件下很难达成，合理预期东芝市占率仅有望抬升至12‑13%。同时大摩确认，希捷、西部数据暂无新增扩产计划，行业价格策略也未发生调整。需求端方面，摩根士丹利指出近1‑2个月HDD需求出现加速，除传统公有云厂商以外，新锐云厂商、人形物理AI企业成为新增采购力量；AI智能体工作负载会产生大量需要持久留存的上下文数据，进一步拉动硬盘消耗。现货市场价格走强，非长协订单现货报价达到3‑5美分/GB，显著高于合约价，验证行业定价上行逻辑。2026年行业供给缺口约300EB，2027‑2028年缺口将扩大至400EB。估值层面，希捷对应2028年基准情景EPS为10倍PE，乐观情景仅6.8倍；西部数据对应2028年基准情景8.5倍PE，乐观情景5.8倍，估值具备吸引力。伯恩斯坦同样认为东芝扩产属于“小题大做”。即便乐观假设东芝完成产能近乎翻倍，叠加希捷、西数保持25%的年容量增长，东芝市占率也仅能由11.2%提升至16.8%，远达不到30%。从资本开支角度，报道提及3.8亿美元投入不足以支撑大规模产能翻倍；东芝面密度技术显著落后同业，高容量产品迭代滞后，扩产将被迫增加更多物理盘体，资本压力更大，执行风险突出。伯恩斯坦重申对两家公司“跑赢大盘”评级，希捷目标价1350美元，西部数据目标价770美元，建议借本次股价回调布局。","news_type":1,"symbols_score_info":{"EFIV":0.6,"STXL":0.6,"MUG":0.6,"FCUS":0.6,"SKHY":1.5,"QQQA":0.6,"BOBP":0.6,"RAM":1.5,"FDTX":0.6,"MIC":0.6,"MUYY":0.6,"FAI":0.6,"SKHZ":0.6,"LEGR":0.6,"MU":1,"MUD":0.6,"WDCX":0.6,"EDZ":1.5,"STX":1,"VGT":0.6,"CNAV":0.6,"DISK":0.6,"SKUU":0.6,"STXU":0.6,"EGGY":0.6,"CNEQ":0.6,"SKHX":0.6,"FXL":0.6,"PTF":0.6,"RULE":0.6,"TTXU":0.6,"SHOC":0.6,"WDC":1,"MUZ":0.6,"SKHL":0.6,"QQQG":0.6,"FTXL":0.6,"IXN":0.6,"IETC":0.6,"CHAT":0.6,"CGGO":0.6,"XNTK":0.6,"SKDD":0.6,"CHPS":0.6,"ARTY":0.6,"HYNX":0.6,"WUGI":0.6,"USXF":0.6,"SMH":0.6,"MUU":0.6,"HBMX":0.6,"EMSF":0.6,"PSI":0.6,"EEMO":1.5,"AIQ":0.6,"SOXX":0.6,"DRAL":0.6,"03516":1.5,"MULL":0.6,"AIFD":0.6,"WLDR":0.6,"SKHQ":0.6,"SOXQ":0.6,"DRMY":0.6,"JGRO":0.6,"SKHU":0.6,"WDCC":0.6,"BAI":0.6,"FTEC":0.6,"AIS":0.6,"SKHA":0.6,"RAMZ":0.6,"STXX":0.6,"COWG":0.6,"SKHN":0.6,"07709":0.6,"CHPX":0.6,"XLK":0.6,"SK":0.6,"TRFK":0.6}},"isVote":1,"tweetType":1,"viewCount":696,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573818931800493","authorId":"3573818931800493","name":"小肥狼","avatar":"https://static.tigerbbs.com/6e84208dd37da6774cf295955acec8fc","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3573818931800493","idStr":"3573818931800493"},"content":"HDD缺口太大了 扩产也能消化 但过去十年的惨痛教训让两巨头决定死守供给纪律","text":"HDD缺口太大了 扩产也能消化 但过去十年的惨痛教训让两巨头决定死守供给纪律","html":"HDD缺口太大了 扩产也能消化 但过去十年的惨痛教训让两巨头决定死守供给纪律"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613936773816664,"gmtCreate":1790906076357,"gmtModify":1790906079064,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548551468681654","idStr":"3548551468681654"},"themes":[],"title":"","htmlText":"马云买入一亿股","listText":"马云买入一亿股","text":"马云买入一亿股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613936773816664","repostId":"2671559203","repostType":2,"repost":{"id":"2671559203","kind":"news","pubTimestamp":1790763060,"share":"https://www.laohunote.com/m/news/2671559203?lang=zh_CN&edition=full","pubTime":"2026-09-30 18:11","market":"fut","language":"zh","title":"Anthropic实测智谱GLM-5.3：漏洞利用测试表现接近Mythos","url":"https://stock-news.laohu8.com/highlight/detail?id=2671559203","media":"新浪科技","summary":"新浪科技讯 9月30日下午消息，Anthropic发布GLM-5.3网络安全能力研究报告。在ExploitBench端到端漏洞利用测试中，智谱GLM-5.3在410次尝试中成功50次，Claude Mythos Preview为56次，表现接近。Anthropic报告还披露，研究人员借助GLM-5.3发现了浏览器中的未知漏洞，并在隔离环境中完成攻击链验证。此前，美国NIST旗下CAISI将GLM-5.3评为迄今为止网络安全能力最强的开放权重模型。该报告也引发网友调侃。Reddit上有用户评论称，Anthropic这次给智谱Z.ai做了一则“相当不错的广告”。","content":"<html><body><div>\n<p>　　新浪科技讯 9月30日下午消息，Anthropic发布GLM-5.3网络安全能力研究报告。在ExploitBench端到端漏洞利用测试中，<a href=\"https://laohu8.com/S/02513\">智谱</a>GLM-5.3在410次尝试中成功50次，Claude Mythos Preview为56次，表现接近。Anthropic报告还披露，研究人员借助GLM-5.3发现了浏览器中的未知漏洞，并在隔离环境中完成攻击链验证。此前，美国NIST旗下CAISI将GLM-5.3评为迄今为止网络安全能力最强的开放权重模型。</p>\n<p>　　该报告也引发网友调侃。Reddit上有用户评论称，Anthropic这次给智谱Z.ai做了一则“相当不错的广告”。这份旨在提示安全风险的报告，也通过具体测试成绩，展现了国产开源模型在网络安全任务上的能力进展。</p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Anthropic实测智谱GLM-5.3：漏洞利用测试表现接近Mythos</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\">\nAnthropic实测智谱GLM-5.3：漏洞利用测试表现接近Mythos\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-30 18:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/it/2026-09-30/doc-initrftc2478397.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪科技讯 9月30日下午消息，Anthropic发布GLM-5.3网络安全能力研究报告。在ExploitBench端到端漏洞利用测试中，智谱GLM-5.3在410次尝试中成功50次，Claude Mythos Preview为56次，表现接近。Anthropic报告还披露，研究人员借助GLM-5.3发现了浏览器中的未知漏洞，并在隔离环境中完成攻击链验证。此前，美国NIST旗下CAISI将GLM-...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/it/2026-09-30/doc-initrftc2478397.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","02513":"智谱","BK1117":"系统软件","LU1206782309.USD":"未来资产中国增长股票 “A” 类（美元）累积型"},"source_url":"https://finance.sina.com.cn/tech/it/2026-09-30/doc-initrftc2478397.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2671559203","content_text":"新浪科技讯 9月30日下午消息，Anthropic发布GLM-5.3网络安全能力研究报告。在ExploitBench端到端漏洞利用测试中，智谱GLM-5.3在410次尝试中成功50次，Claude Mythos Preview为56次，表现接近。Anthropic报告还披露，研究人员借助GLM-5.3发现了浏览器中的未知漏洞，并在隔离环境中完成攻击链验证。此前，美国NIST旗下CAISI将GLM-5.3评为迄今为止网络安全能力最强的开放权重模型。\n　　该报告也引发网友调侃。Reddit上有用户评论称，Anthropic这次给智谱Z.ai做了一则“相当不错的广告”。这份旨在提示安全风险的报告，也通过具体测试成绩，展现了国产开源模型在网络安全任务上的能力进展。","news_type":1,"symbols_score_info":{"02513":1.5}},"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613405751289040,"gmtCreate":1790776527254,"gmtModify":1790776529115,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548551468681654","idStr":"3548551468681654"},"themes":[],"title":"","htmlText":"怎么每次涨上去又跌下来","listText":"怎么每次涨上去又跌下来","text":"怎么每次涨上去又跌下来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613405751289040","repostId":"2671202793","repostType":2,"repost":{"id":"2671202793","kind":"live","pubTimestamp":1790773424,"share":"https://www.laohunote.com/m/news/2671202793?lang=zh_CN&edition=full","pubTime":"2026-09-30 21:03","market":"uk","language":"zh","title":"Coreweave(CRWV.US)实现生产级规模的英伟达(NVDA.US)Vera Rubin NVL72性能，首发支","url":"https://stock-news.laohu8.com/highlight/detail?id=2671202793","media":"智通财经","summary":"Coreweave(CRWV.US)实现生产级规模的英伟达(NVDA.US)Vera Rubin NVL72性能，首发支持 Cognition。","content":"<html><body><div>\n<div>\n                  Coreweave(CRWV.US)实现生产级规模的英伟达(NVDA.US)Vera Rubin NVL72性能，首发支持 Cognition。                </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>Coreweave(CRWV.US)实现生产级规模的英伟达(NVDA.US)Vera Rubin NVL72性能，首发支</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\">\nCoreweave(CRWV.US)实现生产级规模的英伟达(NVDA.US)Vera Rubin NVL72性能，首发支\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-30 21:03 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>Coreweave(CRWV.US)实现生产级规模的英伟达(NVDA.US)Vera Rubin NVL72性能，首发支持 Cognition。</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":"","relate_stocks":{"HK0000819398.USD":"BLACKROCK PREMIER SYSTEMATIC GLOBAL EQUITY HIGH INCOME FUND A10 (USD)INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU0138981039.USD":"FIDELITY FUNDS SUSTAINABLE MULTI ASSET INCOME \"A\" INC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","SOXQ":"Invesco PHLX Semiconductor ETF","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","SOXX":"iShares费城交易所半导体ETF","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","SOXY":"YieldMax Target 12 Semiconductor Option Income ETF","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","HK0000532082.HKD":"ALLIANZ SELECTION INCOME AND GROWTH \"AM\" (HKD) INC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","USD":"ProShares Ultra Semiconductors","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","CWII":"REX CRWV Growth & Income ETF","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU0143551892.USD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU2462591277.SGD":"TRP GLOBAL FOCUSED GROWTH EQUITY \"AN\" (SGDHDG) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU2954938101.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A8P\" (SGD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU2999663052.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A4P\" (SGD) INC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","VGT":"信息技术ETF-Vanguard","SMH":"半导体指数ETF-HOLDRs","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU1400636657.SGD":"Allianz Europe Income and Growth Cl AMg DIS H2-SGD","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU2047632596.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A\" (USD) ACC","BK4567":"ESG概念","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2100268510.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"AX\" (USD) INC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","BK4503":"景林资产持仓","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU3102509885.SGD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A8P\" (SGDHDG) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","SMHX":"VanEck Fabless Semiconductor ETF","2NVD.UK":"2X NVIDIA ETP","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","TTEQ":"T. Rowe Price Technology ETF","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","VT":"世界全股市ETF-Vanguard","LU0323239441.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AC\" ACC","ROM":"ProShares Ultra Technology","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","TTXU":"Direxion Daily Technology Top 5 Bull 2X ETF","LU2063271972.USD":"富兰克林创新领域基金","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1400636574.HKD":"ALLIANZ EUROPE INCOME AND GROWTH \"AMG\" (HKDHDG) INC","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","FDTX":"Fidelity Disruptive Technology ETF","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","TRFK":"PACER DATA AND DIGITAL REVOLUTION ETF","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","TEK":"iShares Technology Opportunities Active ETF","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU2637965513.SGD":"BGF GLOBAL ALLOCATION \"A10\" (SGDHDG) INC","BK4543":"AI","EFIV":"SPDR S&P 500 ESG ETF","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0323240290.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AD\" INC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","BK4592":"伊斯兰概念","CRWV":"CoreWeave, Inc.","BK4549":"软银资本持仓","WISE":"THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","BK4548":"巴美列捷福持仓","SNVD.UK":"LS -1X NVIDIA","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","BK4554":"元宇宙及AR概念","GAMR":"Amplify Video Game Leaders ETF","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","FAI":"First Trust Bloomberg Artificial Intelligence ETF","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0080751232.USD":"富达环球多元动力基金A","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","FTEC":"Fidelity MSCI Information Techno","BK4585":"ETF&股票定投概念","USXF":"iShares ESG Advanced MSCI USA ETF","IE000Q6AESB8.SGD":"PIMCO BALANCED INCOME AND GROWTH \"A\" (SGDHDG) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4587":"ChatGPT概念","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","07388":"南方两倍做空英伟达","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","AGOX":"Adaptive Alpha Opportunities ETF","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1803068623.USD":"TEMPLETON GLOBAL CLIMATE CHANGE \"AH1\" (USDHDG) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU0395794307.EUR":"JPM GLOBAL INCOME (DIV) \"A\" (EUR) INC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4529":"IDC概念","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","SNPE":"Xtrackers S&P 500 Scored & Screened ETF","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","SPTE":"SP FUNDS S&P GLOBAL TECHNOLOGY ETF","07788":"南方两倍做多英伟达","BK4605":"半导体精选","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","TYLG":"GLOBAL X INFORMATION TECHNOLOGY COVERED CALL & GROWTH ETF","BK4608":"AI应用概念股","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","CRWG":"2倍做多CRWV ETF-Leverage Shares","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","BK4527":"明星科技股","CRWU":"2倍做多CRWV ETF-T-Rex","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","CRWX":"Corgi CRWV 2x Daily ETF","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","BK4612":"AI芯片","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","SGXZ80539844.SGD":"ALLIANZ GLOBAL HIGH PAYOUT \"AMI\" (H2-SGD) INC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","BK4614":"Manus概念股","THMR":"THOR AdaptiveRisk Dynamic ETF","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","AIFD":"TCW Artificial Intelligence ETF","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1979441026.SGD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"A\" (SGDHDG) ACC","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","BK4532":"文艺复兴科技持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","NVD2.UK":"2X NVIDIA ETP","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU1202635105.USD":"ALLIANZ EUROPE INCOME AND GROWTH \"AM\" (USDHDG) INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","NVC":"Corgi NVDA 2x Daily ETF","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU1144417596.USD":"UBS (LUX) GLOBAL QUALITY DIVIDEND EQUITY \"Q\" (USD) INC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","NVD":"2倍做空NVDA ETF-GraniteShares","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","NVDB":"ProShares Ultra NVDA ETF","ANV":"GraniteShares Autocallable NVDA ETF","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","NVDD":"1倍做空NVDA ETF-Direxion","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","IETC":"iShares U.S. Tech Independence Focused ETF","NVDG":"2倍做多NVDA ETF- Leverage Shares","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","NVDL":"2倍做多NVDA ETF-GraniteShares","AIPI":"REX AI EQUITY PREMIUM INCOME ETF","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","NVDQ":"2倍做空NVDA ETF-T-Rex","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU1935043452.HKD":"宏利环球多元资产收益 \"AA\" 基金（港元）派息","HK0000304805.HKD":"PICTET 战略收益基金 P类港元","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","NVDS":"1.5倍做空NVDA ETF-Tradr","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","NVDU":"2倍做多NVDA ETF-Direxion","SHOC":"Strive U.S. Semiconductor ETF","LU0861579265.USD":"联博低波幅策略股票基金A","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","NVDW":"NVDA周配息ETF-Roundhill","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0109392836.USD":"富兰克林科技股A","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","NVDX":"2倍做多NVDA ETF-T-Rex","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU0898699433.AUD":"JPM GLOBAL INCOME \"A\" (AUDHDG) INC (M)","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","NVDY":"NVDA期权收益策略ETF-YieldMax","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU2394011477.USD":"JPMORGAN CLIMATE CHANGE SOLUTIONS \"A\" (USD) ACC","ILDR":"First Trust Innovation Leaders ETF","NVII":"Rex NVDA Growth & Income ETF","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0444971666.USD":"天利全球科技基金","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","NVD3.UK":"LS 3X NVIDIA","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","ESLG":"Eventide Large Cap Growth ETF","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","METV":"Roundhill Ball Metaverse ETF","09388":"南方两倍做空英伟达-U","XLK":"高科技指数ETF-SPDR","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","NVYY":"GraniteShares YieldBOOST NVDA ETF","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","CLSE":"Convergence Long/Short Equity ETF","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","ESUM":"EVENTIDE US MARKET ETF","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","09788":"南方两倍做多英伟达-U","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","SG9999015978.USD":"利安颠覆性创新基金A","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","CMAG":"Corgi Mag 7 ETF","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0557290698.USD":"施罗德环球可持续增长基金","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","ABFL":"ABACUS FCF LEADERS ETF","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","SG9999001424.SGD":"United E-Commerce Fund SGD","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1261432733.SGD":"Fidelity World A-ACC-SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","3NVD.UK":"LS 3X NVIDIA","NVDS.UK":"LS -1X NVIDIA","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","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","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","CNEQ":"Alger Concentrated Equity ETF","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","NVDA":"英伟达","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1670756490.USD":"ALLIANZ EUROPE INCOME AND GROWTH \"AT\" (USDHDG) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","CWVX":"2倍做多CRWV ETF-Tradr","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","JGRO":"Jpmorgan Active Growth ETF","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2279689827.SGD":"JPMorgan Investment Funds - Global Income Sustainable A (mth) SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","SG9999014906.USD":"大华全球优质成长基金Acc USD","BK4116":"互联网服务与基础架构","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","IXN":"iShares Trust S&P Global Informa","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","ARTY":"ISHARES FUTURE AI & TECH ETF","SG9999002232.USD":"Allianz Global High Payout USD","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1645745479.HKD":"ALLIANZ EUROPE INCOME AND GROWTH \"AM\" (HKDHDG) INC","DIPS":"做空NVDA期权收益策略ETF-YieldMax","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","SG9999002224.SGD":"Allianz Global High Payout SGD","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0079474960.USD":"联博美国增长基金A","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU1400636491.USD":"Allianz Europe Income and Growth Cl AMg DIS H2-USD","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","NULC":"Nuveen ESG Large-Cap ETF","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","CHPX":"Global X AI Semiconductor & Quantum ETF","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","BK4579":"人工智能","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0072462426.USD":"贝莱德全球配置 A2","BK4581":"高盛持仓","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","CORD":"T-REX 2X INVERSE CRWV DAILY TARGET ETF","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LFGY":"YieldMax Crypto Industry and Tech Portfolio Option Income ETF","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2671202793","content_text":"Coreweave(CRWV.US)实现生产级规模的英伟达(NVDA.US)Vera Rubin NVL72性能，首发支持 Cognition。","news_type":1,"symbols_score_info":{"TEK":0.6,"CRWG":0.6,"NVDL":0.6,"ESLG":0.6,"ABFL":0.6,"AIPI":0.6,"SPTE":0.6,"NVDS.UK":0.6,"SOXQ":0.6,"CHAT":0.6,"07788":0.6,"VT":0.6,"DIPS":0.6,"FTEC":0.6,"CWII":0.6,"NULC":0.6,"NVDQ":0.6,"ARTY":0.6,"NVD2.UK":0.6,"METV":0.6,"CHPX":0.6,"IETC":0.6,"THMR":0.6,"CRWV":1.98,"07388":0.6,"TYLG":0.6,"GAMR":0.6,"LFGY":0.6,"SNVDAmain":0.6,"CNEQ":0.6,"AIFD":0.6,"CLSE":0.6,"NVYY":0.6,"NVD3.UK":0.6,"CORD":0.6,"09788":0.6,"JGRO":0.6,"NVDO":0.6,"ROM":0.6,"VGT":0.6,"SOXX":0.6,"ILDR":0.6,"SNPE":0.6,"09388":0.6,"SNVD.UK":0.6,"SMHX":0.6,"NVDU":0.6,"CWVX":0.6,"NVDA":1.97,"CRWX":0.6,"XLK":0.6,"NVDG":0.6,"TRFK":0.6,"3NVD.UK":0.6,"AGOX":0.6,"USXF":0.6,"NVDB":0.6,"NVDW":0.6,"USD":0.6,"TTXU":0.6,"IXN":0.6,"2NVD.UK":0.6,"TTEQ":0.6,"NVC":0.6,"CMAG":0.6,"ESUM":0.6,"NVDX":0.6,"ANV":0.6,"EFIV":0.6,"SOXY":0.6,"NVDS":0.6,"NVDY":0.6,"CRWU":0.6,"NVII":0.6,"NVDD":0.6,"FDTX":0.6,"SMH":0.6,"NVIW.SI":0.6,"WISE":0.6,"FAI":0.6,"NVD":0.6,"SHOC":0.6}},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612480610586664,"gmtCreate":1790561955247,"gmtModify":1790561956973,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548551468681654","idStr":"3548551468681654"},"themes":[],"title":"","htmlText":"还的在跌","listText":"还的在跌","text":"还的在跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612480610586664","repostId":"1178890875","repostType":2,"repost":{"id":"1178890875","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1790559617,"share":"https://www.laohunote.com/m/news/1178890875?lang=zh_CN&edition=full","pubTime":"2026-09-28 09:40","market":"hk","language":"zh","title":"异动解读｜智谱盘中下跌3.87%，全球大模型降价潮叠加ZCode数据风波余震持续承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1178890875","media":"行情直击","summary":"9月28日，智谱盘中下跌3.87%，报606.0港元/股，成交额4.04亿港元。此外，智谱旗下AI编程工具ZCode此前被曝静默上传用户代码库引发数据安全风波，尽管公司已完成整改、开源并引入第三方审计，但承明科技追责函件仍悬而未决，合规信任修复尚需时日，双重利空叠加持续压制市场情绪。","content":"<p><p>9月28日，智谱盘中下跌3.87%，报606.0港元/股，成交额4.04亿港元。</p><p>消息面上，近期OpenAI发布GPT-6 Sol/Luna价格近乎腰斩，Anthropic推出Claude Opus 5.5 API单价直降20%，DeepSeek亦下调Flash系列定价最高降幅达60%，全球大模型新一轮降价潮加速演进，市场对国内模型厂商定价能力及盈利空间的担忧显著加剧。此外，智谱旗下AI编程工具ZCode此前被曝静默上传用户代码库引发数据安全风波，尽管公司已完成整改、开源并引入第三方审计，但承明科技追责函件仍悬而未决，合规信任修复尚需时日，双重利空叠加持续压制市场情绪。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读｜智谱盘中下跌3.87%，全球大模型降价潮叠加ZCode数据风波余震持续承压</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读｜智谱盘中下跌3.87%，全球大模型降价潮叠加ZCode数据风波余震持续承压\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059448697\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-09-28 09:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>9月28日，智谱盘中下跌3.87%，报606.0港元/股，成交额4.04亿港元。</p><p>消息面上，近期OpenAI发布GPT-6 Sol/Luna价格近乎腰斩，Anthropic推出Claude Opus 5.5 API单价直降20%，DeepSeek亦下调Flash系列定价最高降幅达60%，全球大模型新一轮降价潮加速演进，市场对国内模型厂商定价能力及盈利空间的担忧显著加剧。此外，智谱旗下AI编程工具ZCode此前被曝静默上传用户代码库引发数据安全风波，尽管公司已完成整改、开源并引入第三方审计，但承明科技追责函件仍悬而未决，合规信任修复尚需时日，双重利空叠加持续压制市场情绪。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02513":"智谱"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178890875","content_text":"9月28日，智谱盘中下跌3.87%，报606.0港元/股，成交额4.04亿港元。消息面上，近期OpenAI发布GPT-6 Sol/Luna价格近乎腰斩，Anthropic推出Claude Opus 5.5 API单价直降20%，DeepSeek亦下调Flash系列定价最高降幅达60%，全球大模型新一轮降价潮加速演进，市场对国内模型厂商定价能力及盈利空间的担忧显著加剧。此外，智谱旗下AI编程工具ZCode此前被曝静默上传用户代码库引发数据安全风波，尽管公司已完成整改、开源并引入第三方审计，但承明科技追责函件仍悬而未决，合规信任修复尚需时日，双重利空叠加持续压制市场情绪。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"02513":1}},"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":626469561345096,"gmtCreate":1793961811099,"gmtModify":1793961813171,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"发这个消息来洗盘？","listText":"发这个消息来洗盘？","text":"发这个消息来洗盘？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626469561345096","repostId":"1111613710","repostType":2,"repost":{"id":"1111613710","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":1793959469,"share":"https://www.laohunote.com/m/news/1111613710?lang=zh_CN&edition=full","pubTime":"2026-11-06 18:04","market":"us","language":"zh","title":"美国民主党准备对苹果、META和马斯克的公司展开调查","url":"https://stock-news.laohu8.com/highlight/detail?id=1111613710","media":"老虎资讯综合","summary":"据报道，美国民主党准备对苹果、META和马斯克的公司展开调查。\n","content":"<html><head></head><body><p style=\"text-align: left;\">据《华盛顿邮报》报道，美国民主党正准备对苹果、Meta及马斯克旗下企业等美国大型公司展开一系列国会调查，重点审查这些企业与总统特朗普的关系，以及它们与特朗普政府之间的商业往来。</p><p style=\"text-align: left;\">具体而言，议员正关注苹果允许美国移民与海关执法局（ICE）使用的追踪应用程序在其平台上架、Meta与地方政府签订的数据中心协议，以及特朗普据报在策划针对委内瑞拉的军事行动时使用马斯克旗下Grok AI聊天机器人的情况。</p><p style=\"text-align: left;\">随着民主党准备同时掌控国会参众两院，外界预计，曾与特朗普政府建立密切关系的企业高管及科技公司将面临更严格的国会审查。</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>美国民主党准备对苹果、META和马斯克的公司展开调查</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美国民主党准备对苹果、META和马斯克的公司展开调查\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\">2026-11-06 18:04</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;\">据《华盛顿邮报》报道，美国民主党正准备对苹果、Meta及马斯克旗下企业等美国大型公司展开一系列国会调查，重点审查这些企业与总统特朗普的关系，以及它们与特朗普政府之间的商业往来。</p><p style=\"text-align: left;\">具体而言，议员正关注苹果允许美国移民与海关执法局（ICE）使用的追踪应用程序在其平台上架、Meta与地方政府签订的数据中心协议，以及特朗普据报在策划针对委内瑞拉的军事行动时使用马斯克旗下Grok AI聊天机器人的情况。</p><p style=\"text-align: left;\">随着民主党准备同时掌控国会参众两院，外界预计，曾与特朗普政府建立密切关系的企业高管及科技公司将面临更严格的国会审查。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/0a9e318d6a331d72f270c4bc9ca1965c","relate_stocks":{"FBL":"2倍做多META ETF-GraniteShares","SSPC":"2倍做空SpaceX ETF-Leverage Shares","TSDD":"2倍做空TSLA ETF-GraniteShares","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","AAPE":"Leverage Shares 2X Long AAPL Daily ETF","SPCH":"2倍做多SpaceX ETF-Leverage Shares","METU":"2倍做多META ETF-Direxion","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","07366":"南方两倍做空特斯拉","TSLW":"TSLA周配息ETF-Roundhill","SPAX":"2倍做多SPACEX ETF-T-REX","TSII":"REX TSLA Growth & Income ETF","TSLY":"TSLA期权收益策略ETF-YieldMax","META":"Meta Platforms","SPCG":"2倍做空SpaceX ETF-Tradr","METQ":"Tradr 2X Short META Daily ETF","TSL":"1.25倍做多TSLA ETF-GraniteShares","TSLZ":"2倍做空TSLA ETF-T-Rex","METW":"Roundhill META WeeklyPay™ ETF","AAPU":"2倍做多AAPL ETF-Direxion","TSLG":"2倍做多TSLA ETF-Leverage Shares","TSYY":"收益增强TSLA ETF-GraniteShares","AAPW":"AAPL周配息ETF-Roundhill","TLA":"GraniteShares Autocallable TSLA ETF","TSLI":"2倍做多TSLA ETF-ProShares","09766":"南方两倍做多特斯拉-U","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","SPCM":"2倍做多SpaceX ETF-Tradr","AAPX":"2倍做多Apple ETF-T-Rex","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","TSLA":"特斯拉","TSLL":"2倍做多TSLA ETF-Direxion","SPCQ":"2倍做空SpaceX ETF-Defiance","AAPL":"苹果","AAPY":"AAPL收益溢价策略ETF-Kurv","FBX":"Corgi META 2x Daily ETF","YSPC":"YieldMax SPCX Option Income Strategy ETF","IOSX":"Corgi AAPL 2x Daily ETF","TSLP":"TSLA收益溢价策略ETF-Kurv","SNK":"2倍做空SpaceX ETF-GraniteShares","FBY":"META期权收益策略ETF-YieldMax","METD":"1倍做空META ETF-Direxion","TSLQ":"2倍做空TSLA ETF-Tradr","TESL":"Simplify Volt TSLA Revolution ETF","SPCU":"2倍做多SpaceX ETF-Defiance","FBYY":"GraniteShares YieldBOOST META ETF","TESC":"Corgi TSLA 2x Daily ETF","DSPC":"1倍做空SPCX ETF-Leverage Shares","TSLR":"2倍做多TSLA ETF-GraniteShares","METG":"Leverage Shares 2x Long META Daily ETF","SPAL":"2倍做多Space X ETF-GraniteShares","LOFD":"Direxion Daily SpaceX Bear 2X ETF","09366":"南方两倍做空特斯拉-U","SPCF":"2倍做多SpaceX ETF-ProShares","APLY":"AAPL期权收益策略ETF-YieldMax","AAPB":"2倍做多AAPL ETF-GraniteShares","TSLS":"1倍做空TSLA ETF-Direxion","AAPD":"1倍做空AAPL ETF-Direxion","07766":"南方两倍做多特斯拉","SPCX":"SPAC and New Issue ETF","LOFF":"2倍做多SpaceX ETF-Direxion","TSLT":"2倍做多TSLA ETF-T-Rex"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111613710","content_text":"据《华盛顿邮报》报道，美国民主党正准备对苹果、Meta及马斯克旗下企业等美国大型公司展开一系列国会调查，重点审查这些企业与总统特朗普的关系，以及它们与特朗普政府之间的商业往来。具体而言，议员正关注苹果允许美国移民与海关执法局（ICE）使用的追踪应用程序在其平台上架、Meta与地方政府签订的数据中心协议，以及特朗普据报在策划针对委内瑞拉的军事行动时使用马斯克旗下Grok AI聊天机器人的情况。随着民主党准备同时掌控国会参众两院，外界预计，曾与特朗普政府建立密切关系的企业高管及科技公司将面临更严格的国会审查。","news_type":1,"symbols_score_info":{"METD":0.6,"TESL":0.6,"FBYY":0.6,"TSLI":0.6,"TSLQ":0.6,"TSLY":0.6,"TSLZ":0.6,"AAPD":0.6,"FBL":0.6,"SPCF":0.6,"TSLO":0.6,"TSLT":0.6,"SPCU":0.6,"SPAX":0.6,"METW":0.6,"TSL":0.6,"FBX":0.6,"AAPE":0.6,"TSYY":0.6,"SPCM":0.6,"SPCH":0.6,"09766":0.6,"TSII":0.6,"YSPC":0.6,"ELOL":0.6,"FBY":0.6,"APLY":0.6,"LOFD":0.6,"SSPC":0.6,"TSLA":2.1,"TSDD":0.6,"CRSH":0.6,"AAPU":0.6,"AAPX":0.6,"AAPB":0.6,"SPCQ":0.6,"META":2.1,"TSLS":0.6,"LOFF":0.6,"07366":0.6,"SPCG":0.6,"AAPL":2.1,"TSLL":0.6,"TSLR":0.6,"TESC":0.6,"AAPY":0.6,"METG":0.6,"09366":0.6,"IOSX":0.6,"SPAL":0.6,"METQ":0.6,"AAPW":0.6,"METU":0.6,"07766":0.6,"SNK":0.6,"SPCX":2,"TEST":0.6,"TSLG":0.6,"DSPC":0.6,"TSLW":0.6,"TSLP":0.6,"TLA":0.6}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":923777883,"gmtCreate":1585937446142,"gmtModify":1704359872141,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>熔断再来一次再来一次","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>熔断再来一次再来一次","text":"$道琼斯(.DJI)$熔断再来一次再来一次","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/923777883","isVote":1,"tweetType":1,"viewCount":2127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":928120208,"gmtCreate":1586524548804,"gmtModify":1704361681091,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>晚上熔断了","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>晚上熔断了","text":"$道琼斯(.DJI)$晚上熔断了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/928120208","isVote":1,"tweetType":1,"viewCount":4280,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547188196922238","authorId":"3547188196922238","name":"cccccl","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3547188196922238","authorIdStr":"3547188196922238"},"content":"老虎上**也开始多起来了","text":"老虎上**也开始多起来了","html":"老虎上**也开始多起来了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":926941459,"gmtCreate":1586965010971,"gmtModify":1704362763447,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>完蛋了明天a股又大跌了","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>完蛋了明天a股又大跌了","text":"$道琼斯(.DJI)$完蛋了明天a股又大跌了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/926941459","isVote":1,"tweetType":1,"viewCount":1737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":924251036,"gmtCreate":1588355086025,"gmtModify":1704367565276,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>要熔断了吗再来一场刺激吧","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>要熔断了吗再来一场刺激吧","text":"$道琼斯(.DJI)$要熔断了吗再来一场刺激吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/924251036","isVote":1,"tweetType":1,"viewCount":996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":923130909,"gmtCreate":1585760326001,"gmtModify":1704358932020,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAL\">$美国航空(AAL)$</a>看来又要熔断了","listText":"<a href=\"https://laohu8.com/S/AAL\">$美国航空(AAL)$</a>看来又要熔断了","text":"$美国航空(AAL)$看来又要熔断了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/923130909","isVote":1,"tweetType":1,"viewCount":2029,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615369940426896,"gmtCreate":1791244340233,"gmtModify":1791244342039,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"等到28年建好，估计ai已经不需要了","listText":"等到28年建好，估计ai已经不需要了","text":"等到28年建好，估计ai已经不需要了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/615369940426896","repostId":"1181827988","repostType":2,"repost":{"id":"1181827988","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":1791208202,"share":"https://www.laohunote.com/m/news/1181827988?lang=zh_CN&edition=full","pubTime":"2026-10-05 21:50","market":"us","language":"zh","title":"大摩等投行反驳东芝扩产恐慌，西部数据、希捷科技大幅反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1181827988","media":"老虎资讯综合","summary":"10月5日，美股存储概念股走势分化，$西部数据(WDC)$涨超7%，$希捷科技(STX)$涨超6%，$SK海力士(SKHY)$跌超2%，$美光科技(MU)$跌近2%。","content":"<html><head></head><body><p>10月5日，美股存储概念股走势分化，<a href=\"https://laohu8.com/S/WDC\">西部数据</a>涨超7%，<a href=\"https://laohu8.com/S/STX\">希捷科技</a>涨超6%，<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>跌超2%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌近2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f7651c9af3452fd9d734c90d5e329cd\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce7590b1ebe0608f4e8c0084a6184023\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>上一交易日，东芝硬盘扩产消息引发板块股价回调，西部数据、希捷科技双双跌超10%。随后，摩根士丹利与伯恩斯坦相继发布调研报告，反驳市场恐慌，两家机构均认为市场对东芝扩产消息反应过度，实际对行业供给冲击有限；AI代理任务、物理AI催生增量存储需求，HDD供需紧张格局延续，维持希捷、西部数据看多评级，其中大摩将希捷列为首选标的。</p><p style=\"text-align: justify;\">摩根士丹利经过产业链走访调研表示，菲律宾工厂的扩产为东芝已规划两年的项目，年产能增速约30%，仅与行业整体供给增速持平，难以追上快速扩张的市场需求。受TDK、Resonac核心零部件约束、技术路线落后等因素制约，扩产落地时间偏激进，实现难度较高。日经报道提及的30%市场份额属于老旧目标，现实条件下很难达成，合理预期东芝市占率仅有望抬升至12‑13%。同时大摩确认，希捷、西部数据暂无新增扩产计划，行业价格策略也未发生调整。</p><p style=\"text-align: justify;\">需求端方面，摩根士丹利指出近1‑2个月HDD需求出现加速，除传统公有云厂商以外，新锐云厂商、人形物理AI企业成为新增采购力量；AI智能体工作负载会产生大量需要持久留存的上下文数据，进一步拉动硬盘消耗。现货市场价格走强，非长协订单现货报价达到3‑5美分/GB，显著高于合约价，验证行业定价上行逻辑。2026年行业供给缺口约300EB，2027‑2028年缺口将扩大至400EB。估值层面，希捷对应2028年基准情景EPS为10倍PE，乐观情景仅6.8倍；西部数据对应2028年基准情景8.5倍PE，乐观情景5.8倍，估值具备吸引力。</p><p style=\"text-align: justify;\">伯恩斯坦同样认为东芝扩产属于“小题大做”。即便乐观假设东芝完成产能近乎翻倍，叠加希捷、西数保持25%的年容量增长，东芝市占率也仅能由11.2%提升至16.8%，远达不到30%。从资本开支角度，报道提及3.8亿美元投入不足以支撑大规模产能翻倍；东芝面密度技术显著落后同业，高容量产品迭代滞后，扩产将被迫增加更多物理盘体，资本压力更大，执行风险突出。伯恩斯坦重申对两家公司“跑赢大盘”评级，希捷目标价1350美元，西部数据目标价770美元，建议借本次股价回调布局。</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>大摩等投行反驳东芝扩产恐慌，西部数据、希捷科技大幅反弹</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大摩等投行反驳东芝扩产恐慌，西部数据、希捷科技大幅反弹\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\">2026-10-05 21:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月5日，美股存储概念股走势分化，<a href=\"https://laohu8.com/S/WDC\">西部数据</a>涨超7%，<a href=\"https://laohu8.com/S/STX\">希捷科技</a>涨超6%，<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>跌超2%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌近2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f7651c9af3452fd9d734c90d5e329cd\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce7590b1ebe0608f4e8c0084a6184023\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>上一交易日，东芝硬盘扩产消息引发板块股价回调，西部数据、希捷科技双双跌超10%。随后，摩根士丹利与伯恩斯坦相继发布调研报告，反驳市场恐慌，两家机构均认为市场对东芝扩产消息反应过度，实际对行业供给冲击有限；AI代理任务、物理AI催生增量存储需求，HDD供需紧张格局延续，维持希捷、西部数据看多评级，其中大摩将希捷列为首选标的。</p><p style=\"text-align: justify;\">摩根士丹利经过产业链走访调研表示，菲律宾工厂的扩产为东芝已规划两年的项目，年产能增速约30%，仅与行业整体供给增速持平，难以追上快速扩张的市场需求。受TDK、Resonac核心零部件约束、技术路线落后等因素制约，扩产落地时间偏激进，实现难度较高。日经报道提及的30%市场份额属于老旧目标，现实条件下很难达成，合理预期东芝市占率仅有望抬升至12‑13%。同时大摩确认，希捷、西部数据暂无新增扩产计划，行业价格策略也未发生调整。</p><p style=\"text-align: justify;\">需求端方面，摩根士丹利指出近1‑2个月HDD需求出现加速，除传统公有云厂商以外，新锐云厂商、人形物理AI企业成为新增采购力量；AI智能体工作负载会产生大量需要持久留存的上下文数据，进一步拉动硬盘消耗。现货市场价格走强，非长协订单现货报价达到3‑5美分/GB，显著高于合约价，验证行业定价上行逻辑。2026年行业供给缺口约300EB，2027‑2028年缺口将扩大至400EB。估值层面，希捷对应2028年基准情景EPS为10倍PE，乐观情景仅6.8倍；西部数据对应2028年基准情景8.5倍PE，乐观情景5.8倍，估值具备吸引力。</p><p style=\"text-align: justify;\">伯恩斯坦同样认为东芝扩产属于“小题大做”。即便乐观假设东芝完成产能近乎翻倍，叠加希捷、西数保持25%的年容量增长，东芝市占率也仅能由11.2%提升至16.8%，远达不到30%。从资本开支角度，报道提及3.8亿美元投入不足以支撑大规模产能翻倍；东芝面密度技术显著落后同业，高容量产品迭代滞后，扩产将被迫增加更多物理盘体，资本压力更大，执行风险突出。伯恩斯坦重申对两家公司“跑赢大盘”评级，希捷目标价1350美元，西部数据目标价770美元，建议借本次股价回调布局。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"WDCX":"Tradr 2X Long WDC Daily ETF","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","SKHL":"Direxion Daily SK Hynix Bull 2X ETF","HBMX":"Tuttle Capital Concentrated Memory Stack ETF","STXL":"Defiance Daily Target 2x Long STX ETF","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","MUYY":"GraniteShares YieldBOOSTMU ETF","SKHQ":"2x Short SK Hynix Daily ETF","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","MUZ":"2倍做空MU ETF-Defiance","SKHU":"2倍做多海力士-ProShares","STXU":"Leverage Shares 2X Long STX Daily ETF","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0238689110.USD":"贝莱德环球动力股票基金","SKHX":"2倍做多海力士ETF-Leverage Shares","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","BOBP":"CORE16 Best of Breed Premier Index ETF","VGT":"信息技术ETF-Vanguard","SMH":"半导体指数ETF-HOLDRs","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0006061336.USD":"Blackrock US Small and MidCap Opportunities A2 USD","SKHZ":"1倍做空海力士ETF-Leverage Shares","LU0240878834.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" (USD) INC AV","STXX":"Tradr 2X Long STX Daily ETF","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","07709":"南方东英SK海力士每日杠杆最多 (2x) 产品","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4554":"元宇宙及AR概念","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","EDZ":"新兴市场ETF-Direxion三倍做空","03516":"博时港交所韩交所半导体指数ETF","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","SG9999001424.SGD":"United E-Commerce Fund SGD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4553":"喜马拉雅资本持仓","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","IXN":"iShares Trust S&P Global Informa","MUU":"2倍做多MU ETF-Direxion","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4585":"ETF&股票定投概念","SKUU":"2倍做多海力士ETF-GraniteShares","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","XLK":"高科技指数ETF-SPDR","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IETC":"iShares U.S. Tech Independence Focused ETF","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","STX":"希捷科技","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","ARTY":"ISHARES FUTURE AI & TECH ETF","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","HYNX":"2倍做多海力士ETF-T-REX","EEMO":"Invesco S&P Emerging Markets Momentum ETF","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4588":"碎股","LEGR":"First Trust Indxx Innovative Transaction & Process ETF","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","FXL":"First Trust Technology AlphaDEX Fund","PTF":"Invesco Dorsey Wright Technology Momentum ETF","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","DISK":"Tema Memory ETF","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","MUD":"1倍做空MU ETF-Direxion","TTXU":"Direxion Daily Technology Top 5 Bull 2X ETF","CHPS":"XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0109392836.USD":"富兰克林科技股A","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","MUG":"Leverage Shares 2X Long MU Daily ETF","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","CHPX":"Global X AI Semiconductor & Quantum ETF","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","FDTX":"Fidelity Disruptive Technology ETF","BK4566":"资本集团","RAMZ":"T-REX 2X INVERSE DRAM DAILY TARGET ETF","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","AIFD":"TCW Artificial Intelligence ETF","EMSF":"Matthews Emerging Markets Sustainable Future Active ETF","MULL":"2倍做多MU ETF-GraniteShares","TRFK":"PACER DATA AND DIGITAL REVOLUTION ETF","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","WDC":"西部数据","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","RAM":"2倍做多DRAM ETF-T-REX","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","RULE":"Adaptive Core ETF","LU0444971666.USD":"天利全球科技基金","BK4605":"半导体精选","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","CGGO":"Capital Group Global Growth Equity ETF","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","FTXL":"First Trust Nasdaq Semiconductor ETF","SOXQ":"Invesco PHLX Semiconductor ETF","BK7142":"石油与天然气的勘探与生产","BK4527":"明星科技股","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU0823413660.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) INC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","EFIV":"SPDR S&P 500 ESG ETF","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","SKHA":"Tradr 2X Long SK hynix Daily ETF","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","CNAV":"Mohr Company Nav ETF","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2102340556.USD":"AZ ALLOCATION - RISK PARITY FACTOR \"A\" (USD) ACC","SOXX":"iShares费城交易所半导体ETF","COWG":"Pacer US Large Cap Cash Cows Growth Leaders ETF","SKHN":"Tradr 2X Short SK hynix Daily ETF","BK4575":"芯片概念","WLDR":"Affinity World Leaders Equity ETF","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","FCUS":"PINNACLE FOCUSED OPPORTUNITIES ETF","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","WUGI":"AXS Esoterica NextG Economy ETF","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","SKHY":"SK海力士","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","PSI":"INVESCO SEMICONDUCTORS ETF","MU":"美光科技","BK4579":"人工智能","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","QQQA":"ProShares Nasdaq-100 Dorsey Wright Momentum ETF","XNTK":"SPDR NYSE Technology ETF","FAI":"First Trust Bloomberg Artificial Intelligence ETF","CNEQ":"Alger Concentrated Equity ETF","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","AIQ":"Global X Artificial Intelligence & Technology ETF","DRAL":"2倍做多DRAM ETF-Defiance","FTEC":"Fidelity MSCI Information Techno","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","SHOC":"Strive U.S. Semiconductor ETF","USXF":"iShares ESG Advanced MSCI USA ETF","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4532":"文艺复兴科技持仓","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","DRMY":"XFUNDS Memory Income ETF","BK4512":"苹果概念","BK4543":"AI","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","SG9999015978.USD":"利安颠覆性创新基金A","SK":"2倍做多海力士ETF-Corgi","QQQG":"Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","EGGY":"NESTYIELD DYNAMIC INCOME SHIELD ETF","SKDD":"2倍做空海力士ETF-GraniteShares","LU0240877869.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" ACC","LU1046421795.USD":"富达环球科技A-ACC","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","BK4141":"半导体产品","JGRO":"Jpmorgan Active Growth ETF","WDCC":"Corgi WDC 2x Daily ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BAI":"iShares A.I. Innovation and Tech Active ETF","AIS":"VistaShares Artificial Intelligence Supercycle ETF","MIC":"2倍做多MU ETF-Corgi","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181827988","content_text":"10月5日，美股存储概念股走势分化，西部数据涨超7%，希捷科技涨超6%，SK海力士跌超2%，美光科技跌近2%。上一交易日，东芝硬盘扩产消息引发板块股价回调，西部数据、希捷科技双双跌超10%。随后，摩根士丹利与伯恩斯坦相继发布调研报告，反驳市场恐慌，两家机构均认为市场对东芝扩产消息反应过度，实际对行业供给冲击有限；AI代理任务、物理AI催生增量存储需求，HDD供需紧张格局延续，维持希捷、西部数据看多评级，其中大摩将希捷列为首选标的。摩根士丹利经过产业链走访调研表示，菲律宾工厂的扩产为东芝已规划两年的项目，年产能增速约30%，仅与行业整体供给增速持平，难以追上快速扩张的市场需求。受TDK、Resonac核心零部件约束、技术路线落后等因素制约，扩产落地时间偏激进，实现难度较高。日经报道提及的30%市场份额属于老旧目标，现实条件下很难达成，合理预期东芝市占率仅有望抬升至12‑13%。同时大摩确认，希捷、西部数据暂无新增扩产计划，行业价格策略也未发生调整。需求端方面，摩根士丹利指出近1‑2个月HDD需求出现加速，除传统公有云厂商以外，新锐云厂商、人形物理AI企业成为新增采购力量；AI智能体工作负载会产生大量需要持久留存的上下文数据，进一步拉动硬盘消耗。现货市场价格走强，非长协订单现货报价达到3‑5美分/GB，显著高于合约价，验证行业定价上行逻辑。2026年行业供给缺口约300EB，2027‑2028年缺口将扩大至400EB。估值层面，希捷对应2028年基准情景EPS为10倍PE，乐观情景仅6.8倍；西部数据对应2028年基准情景8.5倍PE，乐观情景5.8倍，估值具备吸引力。伯恩斯坦同样认为东芝扩产属于“小题大做”。即便乐观假设东芝完成产能近乎翻倍，叠加希捷、西数保持25%的年容量增长，东芝市占率也仅能由11.2%提升至16.8%，远达不到30%。从资本开支角度，报道提及3.8亿美元投入不足以支撑大规模产能翻倍；东芝面密度技术显著落后同业，高容量产品迭代滞后，扩产将被迫增加更多物理盘体，资本压力更大，执行风险突出。伯恩斯坦重申对两家公司“跑赢大盘”评级，希捷目标价1350美元，西部数据目标价770美元，建议借本次股价回调布局。","news_type":1,"symbols_score_info":{"EFIV":0.6,"STXL":0.6,"MUG":0.6,"FCUS":0.6,"SKHY":1.5,"QQQA":0.6,"BOBP":0.6,"RAM":1.5,"FDTX":0.6,"MIC":0.6,"MUYY":0.6,"FAI":0.6,"SKHZ":0.6,"LEGR":0.6,"MU":1,"MUD":0.6,"WDCX":0.6,"EDZ":1.5,"STX":1,"VGT":0.6,"CNAV":0.6,"DISK":0.6,"SKUU":0.6,"STXU":0.6,"EGGY":0.6,"CNEQ":0.6,"SKHX":0.6,"FXL":0.6,"PTF":0.6,"RULE":0.6,"TTXU":0.6,"SHOC":0.6,"WDC":1,"MUZ":0.6,"SKHL":0.6,"QQQG":0.6,"FTXL":0.6,"IXN":0.6,"IETC":0.6,"CHAT":0.6,"CGGO":0.6,"XNTK":0.6,"SKDD":0.6,"CHPS":0.6,"ARTY":0.6,"HYNX":0.6,"WUGI":0.6,"USXF":0.6,"SMH":0.6,"MUU":0.6,"HBMX":0.6,"EMSF":0.6,"PSI":0.6,"EEMO":1.5,"AIQ":0.6,"SOXX":0.6,"DRAL":0.6,"03516":1.5,"MULL":0.6,"AIFD":0.6,"WLDR":0.6,"SKHQ":0.6,"SOXQ":0.6,"DRMY":0.6,"JGRO":0.6,"SKHU":0.6,"WDCC":0.6,"BAI":0.6,"FTEC":0.6,"AIS":0.6,"SKHA":0.6,"RAMZ":0.6,"STXX":0.6,"COWG":0.6,"SKHN":0.6,"07709":0.6,"CHPX":0.6,"XLK":0.6,"SK":0.6,"TRFK":0.6}},"isVote":1,"tweetType":1,"viewCount":696,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573818931800493","authorId":"3573818931800493","name":"小肥狼","avatar":"https://static.tigerbbs.com/6e84208dd37da6774cf295955acec8fc","crmLevel":9,"crmLevelSwitch":1,"idStr":"3573818931800493","authorIdStr":"3573818931800493"},"content":"HDD缺口太大了 扩产也能消化 但过去十年的惨痛教训让两巨头决定死守供给纪律","text":"HDD缺口太大了 扩产也能消化 但过去十年的惨痛教训让两巨头决定死守供给纪律","html":"HDD缺口太大了 扩产也能消化 但过去十年的惨痛教训让两巨头决定死守供给纪律"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":598410120020664,"gmtCreate":1787114432546,"gmtModify":1787114434525,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"这个教授想抄底？叫兽？","listText":"这个教授想抄底？叫兽？","text":"这个教授想抄底？叫兽？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/598410120020664","repostId":"2660841613","repostType":2,"repost":{"id":"2660841613","kind":"live","pubTimestamp":1787105575,"share":"https://www.laohunote.com/m/news/2660841613?lang=zh_CN&edition=full","pubTime":"2026-08-19 10:12","market":"us","language":"zh","title":"纽约大学教授：SpaceX估值过高 只值10至30美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2660841613","media":"智通财经","summary":"【纽约大学教授：SpaceX估值过高 只值10至30美元】纽约大学教授兼科技分析师、《纽约时报》的畅销书作者斯科特·加洛韦最新表示，SpaceX的股票交易价格远高于其应有的价格，即使从峰值大幅下跌，也","content":"<html><body><div>\n<div>\n<b>【纽约大学教授：SpaceX估值过高 只值10至30美元】</b>纽约大学教授兼科技分析师、《纽约时报》的畅销书作者斯科特·加洛韦最新表示，SpaceX的股票交易价格远高于其应有的价格，即使从峰值大幅下跌，也未能使其成为一项有吸引力的投资。他在周一发布的播客节目中表示，SpaceX的股票价值在10美元到30美元之间。截至周二美股收盘，该股收跌1.98%，报143.34美元。加洛韦认为， SpaceX的估值部分是由异常有利的市场机制推动的。最初，SpaceX仅有约4%至5%的股票可供公开交易，供应有限。他还表示，SpaceX被纳入纳斯达克100指数也刺激了追踪该指数的基金的需求。他还质疑投资者是否应该将SpaceX主要视为一家火箭和卫星公司。SpaceX上市不到两周，就发行了250亿美元的债券，尽管该公司此前披露的现金及现金等价物高达1008亿美元。该公司表示，募集资金将主要用于偿还一笔过渡贷款。加洛韦表示，此次债券发行表明投资者正在押注与SpaceX发射业务相关的AI基础设施，而未来的扩张将越来越依赖于借贷。                </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>纽约大学教授：SpaceX估值过高 只值10至30美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n纽约大学教授：SpaceX估值过高 只值10至30美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-19 10:12 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>【纽约大学教授：SpaceX估值过高 只值10至30美元】纽约大学教授兼科技分析师、《纽约时报》的畅销书作者斯科特·加洛韦最新表示，SpaceX的股票交易价格远高于其应有的价格，即使从峰值大幅下跌，也未能使其成为一项有吸引力的投资。他在周一发布的播客节目中表示，SpaceX的股票价值在10美元到30美元之间。截至周二美股收盘，该股收跌1.98%，报143.34美元。加洛韦认为， SpaceX的估值...</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":"","relate_stocks":{"LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","DXYZ":"Destiny Tech100 Inc","SPCM":"2倍做多SpaceX ETF-Tradr","SPCQ":"2倍做空SpaceX ETF-Defiance","LU1861215975.USD":"贝莱德新一代科技基金 A2","UUP":"美元ETF-PowerShares DB","UFO":"Procure Space ETF","SNK":"2倍做空SpaceX ETF-GraniteShares","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","WSPC":"WisdomTree Space Economy UCITS ETF","ORBX":"Global X Space Tech ETF","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","SPCU":"2倍做多SpaceX ETF-Defiance","UDN":"做空美元指数-PowerShares","SPAL":"2倍做多Space X ETF-GraniteShares","LOFD":"Direxion Daily SpaceX Bear 2X ETF","MARS":"Roundhill Space & Technology ETF","SPCF":"2倍做多SpaceX ETF-ProShares","SPCG":"2倍做空SpaceX ETF-Tradr","XOVR":"ERShares Private-Public Crossover ETF","LOFF":"2倍做多SpaceX ETF-Direxion","BK4615":"SpaceX概念","SSPC":"2倍做空SpaceX ETF-Leverage Shares","WARP":"VanEck Space ETF","SPCH":"2倍做多SpaceX ETF-Leverage Shares","SPAX":"2倍做多SPACEX ETF-T-REX","BK4089":"非传统电信运营商","LU1861558580.USD":"日兴方舟颠覆性创新基金B","SPCX":"SPAC and New Issue ETF","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2660841613","content_text":"【纽约大学教授：SpaceX估值过高 只值10至30美元】纽约大学教授兼科技分析师、《纽约时报》的畅销书作者斯科特·加洛韦最新表示，SpaceX的股票交易价格远高于其应有的价格，即使从峰值大幅下跌，也未能使其成为一项有吸引力的投资。他在周一发布的播客节目中表示，SpaceX的股票价值在10美元到30美元之间。截至周二美股收盘，该股收跌1.98%，报143.34美元。加洛韦认为， SpaceX的估值部分是由异常有利的市场机制推动的。最初，SpaceX仅有约4%至5%的股票可供公开交易，供应有限。他还表示，SpaceX被纳入纳斯达克100指数也刺激了追踪该指数的基金的需求。他还质疑投资者是否应该将SpaceX主要视为一家火箭和卫星公司。SpaceX上市不到两周，就发行了250亿美元的债券，尽管该公司此前披露的现金及现金等价物高达1008亿美元。该公司表示，募集资金将主要用于偿还一笔过渡贷款。加洛韦表示，此次债券发行表明投资者正在押注与SpaceX发射业务相关的AI基础设施，而未来的扩张将越来越依赖于借贷。","news_type":1,"symbols_score_info":{"UUP":1.5,"WARP":0.6,"LOFD":0.6,"MARS":0.6,"UFO":0.6,"SPCH":0.6,"SPCG":0.6,"SPCX":1.5,"SPAX":0.6,"ELOL":0.6,"WSPC":0.6,"XOVR":1.5,"SPCM":0.6,"SPCF":0.6,"SNK":1.5,"SPCQ":0.6,"LOFF":0.6,"DXYZ":1.5,"SSPC":0.6,"ORBX":0.6,"SPAL":1.5,"UDN":1.5,"SPCU":1.5}},"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":952371457,"gmtCreate":1591883862879,"gmtModify":1704197429705,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>又要垄断了吗","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>又要垄断了吗","text":"$道琼斯(.DJI)$又要垄断了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/952371457","isVote":1,"tweetType":1,"viewCount":1746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625811590374912,"gmtCreate":1793801238116,"gmtModify":1793801240230,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"我还公允，3块钱呢","listText":"我还公允，3块钱呢","text":"我还公允，3块钱呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625811590374912","repostId":"2680052660","repostType":2,"repost":{"id":"2680052660","kind":"live","pubTimestamp":1793800072,"share":"https://www.laohunote.com/m/news/2680052660?lang=zh_CN&edition=full","pubTime":"2026-11-04 21:47","market":"us","language":"zh","title":"大行评级｜晨星：上调SpaceX公允价值至70美元，股价显著高估","url":"https://stock-news.laohu8.com/highlight/detail?id=2680052660","media":"格隆汇","summary":"晨星将SpaceX的公允价值估计上调至每股70美元，但仍认为股价显著高估。晨星首席美国市场策略师David Sekera指出，以目前股价买进SpaceX，等于押注公司增长速度必须远超晨星模型，甚至接近","content":"<html><body>晨星将SpaceX的公允价值估计上调至每股70美元，但仍认为股价显著高估。晨星首席美国市场策略师David Sekera指出，以目前股价买进SpaceX，等于押注公司增长速度必须远超晨星模型，甚至接近模型预估的两倍，才可能刚好达到公允价值，投资人几乎没有安全边际。不过，晨星对SpaceX的营运展望本身已相当乐观，预估2026年营收将达410亿美元，较2025年翻倍；2030年营收更将攀升至2280亿美元，相当于2026年预估值的约5.5倍。</body></html>","source":"live_gelonghui","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>大行评级｜晨星：上调SpaceX公允价值至70美元，股价显著高估</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大行评级｜晨星：上调SpaceX公允价值至70美元，股价显著高估\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-11-04 21:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>晨星将SpaceX的公允价值估计上调至每股70美元，但仍认为股价显著高估。晨星首席美国市场策略师David Sekera指出，以目前股价买进SpaceX，等于押注公司增长速度必须远超晨星模型，甚至接近模型预估的两倍，才可能刚好达到公允价值，投资人几乎没有安全边际。不过，晨星对SpaceX的营运展望本身已相当乐观，预估2026年营收将达410亿美元，较2025年翻倍；2030年营收更将攀升至2280...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4615":"SpaceX概念","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","BK4089":"非传统电信运营商","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","SSPC":"2倍做空SpaceX ETF-Leverage Shares","SPCM":"2倍做多SpaceX ETF-Tradr","SPCQ":"2倍做空SpaceX ETF-Defiance","LU1861215975.USD":"贝莱德新一代科技基金 A2","YSPC":"YieldMax SPCX Option Income Strategy ETF","SNK":"2倍做空SpaceX ETF-GraniteShares","UFO":"Procure Space ETF","UUP":"美元ETF-PowerShares DB","DXYZ":"Destiny Tech100 Inc","WSPC":"WisdomTree Space Economy UCITS ETF","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","ORBX":"Global X Space Tech ETF","SPCU":"2倍做多SpaceX ETF-Defiance","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","DSPC":"1倍做空SPCX ETF-Leverage Shares","UDN":"做空美元指数-PowerShares","LU0056508442.USD":"贝莱德世界科技基金A2","SPAL":"2倍做多Space X ETF-GraniteShares","LOFD":"Direxion Daily SpaceX Bear 2X ETF","MARS":"Roundhill Space & Technology ETF","SPCF":"2倍做多SpaceX ETF-ProShares","XOVL":"Defiance Daily Target 2X Long XOVR ETF","SPCG":"2倍做空SpaceX ETF-Tradr","LOFF":"2倍做多SpaceX ETF-Direxion","XOVR":"ERShares Private-Public Crossover ETF","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","SPCH":"2倍做多SpaceX ETF-Leverage Shares","WARP":"VanEck Space ETF","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","SPAX":"2倍做多SPACEX ETF-T-REX","LU1861558580.USD":"日兴方舟颠覆性创新基金B","SPCX":"SPAC and New Issue ETF"},"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2680052660","content_text":"晨星将SpaceX的公允价值估计上调至每股70美元，但仍认为股价显著高估。晨星首席美国市场策略师David Sekera指出，以目前股价买进SpaceX，等于押注公司增长速度必须远超晨星模型，甚至接近模型预估的两倍，才可能刚好达到公允价值，投资人几乎没有安全边际。不过，晨星对SpaceX的营运展望本身已相当乐观，预估2026年营收将达410亿美元，较2025年翻倍；2030年营收更将攀升至2280亿美元，相当于2026年预估值的约5.5倍。","news_type":1,"symbols_score_info":{"LOFD":0.6,"YSPC":0.6,"SPCU":1.5,"LOFF":0.6,"WSPC":0.6,"SPCH":0.6,"ELOL":0.6,"DSPC":0.6,"MARS":0.6,"SSPC":0.6,"SNK":1.5,"SPAX":0.6,"SPCG":0.6,"UFO":0.6,"SPCQ":0.6,"UUP":1.5,"SPAL":1.5,"SPCF":0.6,"UDN":1.5,"XOVL":0.6,"SPCX":1.5,"DXYZ":1.5,"SPCM":0.6,"XOVR":1.5,"ORBX":0.6,"WARP":0.6}},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}