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04-10

mrvel就是个垃圾股立帖为证

当AI数据中心越来越相信光的力量，“光互连+硅光子”引擎点燃迈威尔新一轮牛市

2023-08-06

边缘ai还是得看高通

招聘“泄露天机”！苹果要研发手机端运行AI大模型，而非云端

05-07 20:15

arm这种垃圾股估值也能炒这么高[笑哭]

美股盘前｜Arm绩后跌超7%，惠而浦跌超19%！奇景光电涨超20%，飞塔信息涨超15%；伊朗指定两条航道供船只通行霍尔木兹海峡

05-05

Replying to @源自:amd cpu比intel厉害//@源自:AMD肯定预期不行，为什么呢！因为GPU投入太大了，GPU需求开始下降了，数据中心一直不是英特尔对手，内存价格上涨，装机减少！怎么看英特尔都是CPU需求增长最大受益者

2023-07-01

仅仅是因为混动的原因，里程更持久，仅此而已

理想汽车6月交付32575辆，首次破三万

2024-11-23

$小马智行(PONY)$ 是不是因为延期太多散户取消导致认购不足然后继续延期？

2024-02-20

差价很大，比国内一些天天喊遥遥领先的浮夸公司要强

抱歉，原内容已删除

05-05

哪次不超预期，但是哪次不跌[流泪]

2023-08-23

这时候发这种消息，其心何其毒也

消息称英伟达H100芯片明年出货至少增加2倍，或高达200万颗

03-30

继续自编自导

特朗普：若达不成协议将“彻底摧毁伊朗所有发电厂、油井及哈尔克岛”

去老虎APP查看更多动态

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20:01","market":"us","language":"zh","title":"美股盘前｜Arm绩后跌超7%，惠而浦跌超19%！奇景光电涨超20%，飞塔信息涨超15%；伊朗指定两条航道供船只通行霍尔木兹海峡","url":"https://stock-news.laohu8.com/highlight/detail?id=1120807890","media":"老虎资讯综合","summary":"03 要闻伊朗指定两条航道供船只通行霍尔木兹海峡据伊朗媒体7日报道，伊朗伊斯兰革命卫队海军已指定两条航道供船只通行，船只未经伊朗许可仍不得穿越霍尔木兹海峡。公司同时披露，其AGI CPU产品在2027至2028财年的客户需求已超过20亿美元。","content":"<html><head></head><body><p><strong>摘要：</strong></p><ul style=\"\"><li><p>伊朗指定两条航道供船只通行霍尔木兹海峡</p></li><li><p>美国白宫数字资产顾问：力争7月4日敲定《数字资产市场清晰法案》立法落地</p></li><li><p>财报股盘前表现：Arm跌超7%，惠而浦、Shake Shack跌超19%；“绩优股”奇景光电涨超20%，飞塔信息涨超15%，DoorDash涨超10%</p></li><li><p>量子计算概念股盘前普跌，IONQ跌超7%，RGTI跌超4%</p></li><li><p>存储概念股盘前下跌，美光科技跌超3%</p></li></ul><h2 id=\"id_603552654\">01 股市</h2><p>5月7日，美股三大股指期货上涨，截止发稿，道指期货涨0.17%，纳指期货涨0.07%，标普500指数期货涨0.11%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58401df3a9f7e332ecb62ed9766ef210\" title=\"\" tg-width=\"380\" tg-height=\"172\"/></p><p><a href=\"https://laohu8.com/S/ALB\">美国雅保</a>盘前涨超6%，一季度销售额同比增长33%；</p><p>美国外卖巨头<a href=\"https://laohu8.com/S/DASH\">DoorDash</a>盘前涨超10%，Q1营收同比增长33%，Q2指引超预期；</p><p><a href=\"https://laohu8.com/S/FTNT\">飞塔信息</a>盘前涨超15%，Q1营收及调整后盈利均超预期+上调全年展望；</p><p><a href=\"https://laohu8.com/S/APP\">Applovin</a>盘前涨超1%，Q1净利润同比猛增109%，Q2业绩指引超预期；</p><p>奇景光电盘前涨超20%，业绩指引超预期；</p><p>麦当劳盘前涨超3%，第一季度营收和净利润超市场预期；</p><p>存储概念股盘前下跌，<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌超3%，<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>、<a href=\"https://laohu8.com/S/STX\">希捷科技</a>跌近2%；</p><p>量子计算概念股盘前普跌，<a href=\"https://laohu8.com/S/IONQ\">IONQ Inc.</a>跌超7%，<a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing</a>跌超4%，<a href=\"https://laohu8.com/S/QUBT\">Quantum Computing</a>、<a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum</a>跌超3%，<a href=\"https://laohu8.com/S/ARQQ\">Arqit Quantum Inc.</a>、<a href=\"https://laohu8.com/S/LAES\">SEALSQ Corp</a>、昆腾跟跌；</p><p><a href=\"https://laohu8.com/S/COHR\">Coherent</a>盘前跌超3%，2026财年Q3营收同比增长20.5%，Q4指引落于预期低端；</p><p><a href=\"https://laohu8.com/S/ARM\">Arm</a>盘前跌超7%，Q4财季营收同比增长20.2%，管理层称AGI CPU的需求超20亿美元；</p><p>Shake Shack盘前跌超19%，第一季度营收低于市场预估；</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a>盘前跌超8%，警示中东冲突及北美增长放缓拖累广告收入；</p><p><a href=\"https://laohu8.com/S/BYND\">Beyond Meat</a>盘前跌近11%，一季度调整后每股亏损收窄，二季度指引疲软；</p><p><a href=\"https://laohu8.com/S/WHR\">惠而浦</a>盘前跌超19%，公司一季度销售额不及预期，并宣布暂停派发股息。</p><h2 id=\"id_87628096\">02 其他市场</h2><p>WTI原油期货下跌3.52%，报91.73美元/桶；布伦特原油期货下跌3.32%，报97.91美元/桶；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ded7ad70eacc798f4d59d4f3b6f967f2\" title=\"\" tg-width=\"379\" tg-height=\"120\"/></p><p>现货黄金上涨0.95%，报4736.33美元/盎司；现货白银上涨4.60%，报80.92美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e898b5c78ecc691d3fe1a6fbeccc836f\" title=\"\" tg-width=\"375\" tg-height=\"110\"/></p><h2 id=\"id_2761439492\">03 要闻</h2><p><strong>伊朗指定两条航道供船只通行霍尔木兹海峡</strong></p><p>据伊朗媒体7日报道，伊朗伊斯兰革命卫队海军已指定两条航道供船只通行，船只未经伊朗许可仍不得穿越霍尔木兹海峡。 (新华社)</p><p><strong>美国白宫数字资产顾问：力争7月4日敲定《数字资产市场清晰法案》立法落地</strong></p><p>美国白宫数字资产顾问委员会执行主任Patrick Witt于周三亮相迈阿密CoinDesk&#39;s Consensus大会时透露，白宫正力争国会在7月4日前通过《数字资产市场清晰法案》(CLARITY Act)。</p><p>Witt表示：“我们把目标定在7月4日。我认为，这将是一份献给美国250周年庆典的绝佳生日礼物。”他进一步说明，具体推进路径为：本月由参议院银行委员会进行草案审定，利用6月的四个参议院工作周完成全体表决，并留出足够时间，让众议院在独立日截止日期前进行投票。</p><p><strong>初请失业金数据前瞻：就业市场降温信号验证</strong></p><p style=\"text-align: justify;\">今晚即将公布的初请失业金人数预期为20.5万人，前值为18.9万人，若数据符合或高于预期，将进一步验证劳动力市场降温的趋势，强化市场对美联储加快降息的押注；若数据低于预期，则可能引发市场对通胀粘性的担忧，导致降息预期延后，对美股成长股带来短期估值压力。</p><p><strong>报道：欧盟考虑限制使用美国云平台处理敏感政府数据</strong></p><p>欧盟计划于5月27日发布“技术主权一揽子方案”，拟限制政府机构在金融、医疗、司法等敏感领域使用美国云服务，希望通过《云与人工智能发展法》推动欧洲本土主权云建设。此举针对美国《云法案》的数据获取风险，向亚马逊、微软、谷歌的主导地位发出警示。</p><p><strong>Applovin Q1净利润同比猛增109%，Q2业绩指引超预期</strong></p><p><a href=\"https://laohu8.com/S/APP.US\">Applovin</a> 公布的2026年第一季度业绩显示，营收同比增长59%至18.42亿美元，好于分析师平均预期的17.8亿美元；每股收益为3.56美元，好于分析师平均预期的3.46美元。该公司还表示，在第一季度回购了220万股A类普通股，耗资10亿美元</p><p><strong>Arm Q4财季营收同比增长20.2%，管理层称AGI CPU的需求超20亿美元</strong></p><p>Arm公布2026财年第四财季财报，营收同比增长20.2%至14.9亿美元，调整后每股收益0.60美元，均超出分析师预期。管理层指出，AI数据中心对高能效CPU设计的需求正在持续升温，有效对冲了智能手机市场的短期承压。公司同时披露，其AGI CPU产品在2027至2028财年的客户需求已超过20亿美元。</p><p>---</p><p>资料来源：公开市场数据</p><p>免责声明：本内容仅供参考，不构成任何投资建议</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股盘前｜Arm绩后跌超7%，惠而浦跌超19%！奇景光电涨超20%，飞塔信息涨超15%；伊朗指定两条航道供船只通行霍尔木兹海峡</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股盘前｜Arm绩后跌超7%，惠而浦跌超19%！奇景光电涨超20%，飞塔信息涨超15%；伊朗指定两条航道供船只通行霍尔木兹海峡\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\">2026-05-07 20:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>摘要：</strong></p><ul style=\"\"><li><p>伊朗指定两条航道供船只通行霍尔木兹海峡</p></li><li><p>美国白宫数字资产顾问：力争7月4日敲定《数字资产市场清晰法案》立法落地</p></li><li><p>财报股盘前表现：Arm跌超7%，惠而浦、Shake Shack跌超19%；“绩优股”奇景光电涨超20%，飞塔信息涨超15%，DoorDash涨超10%</p></li><li><p>量子计算概念股盘前普跌，IONQ跌超7%，RGTI跌超4%</p></li><li><p>存储概念股盘前下跌，美光科技跌超3%</p></li></ul><h2 id=\"id_603552654\">01 股市</h2><p>5月7日，美股三大股指期货上涨，截止发稿，道指期货涨0.17%，纳指期货涨0.07%，标普500指数期货涨0.11%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58401df3a9f7e332ecb62ed9766ef210\" title=\"\" tg-width=\"380\" tg-height=\"172\"/></p><p><a href=\"https://laohu8.com/S/ALB\">美国雅保</a>盘前涨超6%，一季度销售额同比增长33%；</p><p>美国外卖巨头<a href=\"https://laohu8.com/S/DASH\">DoorDash</a>盘前涨超10%，Q1营收同比增长33%，Q2指引超预期；</p><p><a href=\"https://laohu8.com/S/FTNT\">飞塔信息</a>盘前涨超15%，Q1营收及调整后盈利均超预期+上调全年展望；</p><p><a href=\"https://laohu8.com/S/APP\">Applovin</a>盘前涨超1%，Q1净利润同比猛增109%，Q2业绩指引超预期；</p><p>奇景光电盘前涨超20%，业绩指引超预期；</p><p>麦当劳盘前涨超3%，第一季度营收和净利润超市场预期；</p><p>存储概念股盘前下跌，<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌超3%，<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>、<a href=\"https://laohu8.com/S/STX\">希捷科技</a>跌近2%；</p><p>量子计算概念股盘前普跌，<a href=\"https://laohu8.com/S/IONQ\">IONQ Inc.</a>跌超7%，<a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing</a>跌超4%，<a href=\"https://laohu8.com/S/QUBT\">Quantum Computing</a>、<a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum</a>跌超3%，<a href=\"https://laohu8.com/S/ARQQ\">Arqit Quantum Inc.</a>、<a href=\"https://laohu8.com/S/LAES\">SEALSQ Corp</a>、昆腾跟跌；</p><p><a href=\"https://laohu8.com/S/COHR\">Coherent</a>盘前跌超3%，2026财年Q3营收同比增长20.5%，Q4指引落于预期低端；</p><p><a href=\"https://laohu8.com/S/ARM\">Arm</a>盘前跌超7%，Q4财季营收同比增长20.2%，管理层称AGI CPU的需求超20亿美元；</p><p>Shake Shack盘前跌超19%，第一季度营收低于市场预估；</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a>盘前跌超8%，警示中东冲突及北美增长放缓拖累广告收入；</p><p><a href=\"https://laohu8.com/S/BYND\">Beyond Meat</a>盘前跌近11%，一季度调整后每股亏损收窄，二季度指引疲软；</p><p><a href=\"https://laohu8.com/S/WHR\">惠而浦</a>盘前跌超19%，公司一季度销售额不及预期，并宣布暂停派发股息。</p><h2 id=\"id_87628096\">02 其他市场</h2><p>WTI原油期货下跌3.52%，报91.73美元/桶；布伦特原油期货下跌3.32%，报97.91美元/桶；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ded7ad70eacc798f4d59d4f3b6f967f2\" title=\"\" tg-width=\"379\" tg-height=\"120\"/></p><p>现货黄金上涨0.95%，报4736.33美元/盎司；现货白银上涨4.60%，报80.92美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e898b5c78ecc691d3fe1a6fbeccc836f\" title=\"\" tg-width=\"375\" tg-height=\"110\"/></p><h2 id=\"id_2761439492\">03 要闻</h2><p><strong>伊朗指定两条航道供船只通行霍尔木兹海峡</strong></p><p>据伊朗媒体7日报道，伊朗伊斯兰革命卫队海军已指定两条航道供船只通行，船只未经伊朗许可仍不得穿越霍尔木兹海峡。 (新华社)</p><p><strong>美国白宫数字资产顾问：力争7月4日敲定《数字资产市场清晰法案》立法落地</strong></p><p>美国白宫数字资产顾问委员会执行主任Patrick Witt于周三亮相迈阿密CoinDesk&#39;s Consensus大会时透露，白宫正力争国会在7月4日前通过《数字资产市场清晰法案》(CLARITY Act)。</p><p>Witt表示：“我们把目标定在7月4日。我认为，这将是一份献给美国250周年庆典的绝佳生日礼物。”他进一步说明，具体推进路径为：本月由参议院银行委员会进行草案审定，利用6月的四个参议院工作周完成全体表决，并留出足够时间，让众议院在独立日截止日期前进行投票。</p><p><strong>初请失业金数据前瞻：就业市场降温信号验证</strong></p><p style=\"text-align: justify;\">今晚即将公布的初请失业金人数预期为20.5万人，前值为18.9万人，若数据符合或高于预期，将进一步验证劳动力市场降温的趋势，强化市场对美联储加快降息的押注；若数据低于预期，则可能引发市场对通胀粘性的担忧，导致降息预期延后，对美股成长股带来短期估值压力。</p><p><strong>报道：欧盟考虑限制使用美国云平台处理敏感政府数据</strong></p><p>欧盟计划于5月27日发布“技术主权一揽子方案”，拟限制政府机构在金融、医疗、司法等敏感领域使用美国云服务，希望通过《云与人工智能发展法》推动欧洲本土主权云建设。此举针对美国《云法案》的数据获取风险，向亚马逊、微软、谷歌的主导地位发出警示。</p><p><strong>Applovin Q1净利润同比猛增109%，Q2业绩指引超预期</strong></p><p><a href=\"https://laohu8.com/S/APP.US\">Applovin</a> 公布的2026年第一季度业绩显示，营收同比增长59%至18.42亿美元，好于分析师平均预期的17.8亿美元；每股收益为3.56美元，好于分析师平均预期的3.46美元。该公司还表示，在第一季度回购了220万股A类普通股，耗资10亿美元</p><p><strong>Arm Q4财季营收同比增长20.2%，管理层称AGI CPU的需求超20亿美元</strong></p><p>Arm公布2026财年第四财季财报，营收同比增长20.2%至14.9亿美元，调整后每股收益0.60美元，均超出分析师预期。管理层指出，AI数据中心对高能效CPU设计的需求正在持续升温，有效对冲了智能手机市场的短期承压。公司同时披露，其AGI CPU产品在2027至2028财年的客户需求已超过20亿美元。</p><p>---</p><p>资料来源：公开市场数据</p><p>免责声明：本内容仅供参考，不构成任何投资建议</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"SPYH":"Neos S&P 500 Hedged Equity Income ETF","MMAX":"iShares Large Cap Max Buffer Mar ETF","DOG":"道指ETF-ProShares做空","SMAX":"ISHARES LARGE CAP MAX BUFFER SEP ETF","IVV":"标普500ETF-iShares","YSPY":"GraniteShares YieldBOOST SPY ETF","SPUU":"Direxion Daily S&P 500 Bull 2x Shares","SPXU":"三倍做空标普500ETF-ProShares","SPDN":"Direxion Daily S&P 500 Bear 1X Shares","UPRO":"三倍做多标普500ETF-ProShares","SPYM":"投资组合标普500指数ETF-SPDR",".DJI":"道琼斯","SPYQ":"2倍做多SPY Quarterly ETF-Tradr",".IXIC":"NASDAQ Composite","DIA":"道琼斯ETF",".SPX":"S&P 500 Index","DXD":"两倍做空道琼30指数ETF-ProShares","SPY":"标普500ETF","SPYU":"MAX S&P 500 4X Leveraged ETN","SH":"做空标普500-Proshares","UDOW":"三倍做多道指30ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","VOO":"Vanguard标普500ETF","SPXL":"三倍做多标普500ETF-Direxion","DMAX":"ISHARES LARGE CAP MAX BUFFER DEC ETF","SDS":"两倍做空标普500 ETF-ProShares","SPXS":"三倍做空标普500ETF-Direxion","HIBL":"Direxion Daily S&P 500 High Beta Bull 3X Shares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120807890","content_text":"摘要：伊朗指定两条航道供船只通行霍尔木兹海峡美国白宫数字资产顾问：力争7月4日敲定《数字资产市场清晰法案》立法落地财报股盘前表现：Arm跌超7%，惠而浦、Shake Shack跌超19%；“绩优股”奇景光电涨超20%，飞塔信息涨超15%，DoorDash涨超10%量子计算概念股盘前普跌，IONQ跌超7%，RGTI跌超4%存储概念股盘前下跌，美光科技跌超3%01 股市5月7日，美股三大股指期货上涨，截止发稿，道指期货涨0.17%，纳指期货涨0.07%，标普500指数期货涨0.11%。美国雅保盘前涨超6%，一季度销售额同比增长33%；美国外卖巨头DoorDash盘前涨超10%，Q1营收同比增长33%，Q2指引超预期；飞塔信息盘前涨超15%，Q1营收及调整后盈利均超预期+上调全年展望；Applovin盘前涨超1%，Q1净利润同比猛增109%，Q2业绩指引超预期；奇景光电盘前涨超20%，业绩指引超预期；麦当劳盘前涨超3%，第一季度营收和净利润超市场预期；存储概念股盘前下跌，美光科技跌超3%，闪迪、西部数据、希捷科技跌近2%；量子计算概念股盘前普跌，IONQ Inc.跌超7%，Rigetti Computing跌超4%，Quantum Computing、D-Wave Quantum跌超3%，Arqit Quantum Inc.、SEALSQ Corp、昆腾跟跌；Coherent盘前跌超3%，2026财年Q3营收同比增长20.5%，Q4指引落于预期低端；Arm盘前跌超7%，Q4财季营收同比增长20.2%，管理层称AGI CPU的需求超20亿美元；Shake Shack盘前跌超19%，第一季度营收低于市场预估；Snap盘前跌超8%，警示中东冲突及北美增长放缓拖累广告收入；Beyond Meat盘前跌近11%，一季度调整后每股亏损收窄，二季度指引疲软；惠而浦盘前跌超19%，公司一季度销售额不及预期，并宣布暂停派发股息。02 其他市场WTI原油期货下跌3.52%，报91.73美元/桶；布伦特原油期货下跌3.32%，报97.91美元/桶；现货黄金上涨0.95%，报4736.33美元/盎司；现货白银上涨4.60%，报80.92美元/盎司。03 要闻伊朗指定两条航道供船只通行霍尔木兹海峡据伊朗媒体7日报道，伊朗伊斯兰革命卫队海军已指定两条航道供船只通行，船只未经伊朗许可仍不得穿越霍尔木兹海峡。 (新华社)美国白宫数字资产顾问：力争7月4日敲定《数字资产市场清晰法案》立法落地美国白宫数字资产顾问委员会执行主任Patrick Witt于周三亮相迈阿密CoinDesk's Consensus大会时透露，白宫正力争国会在7月4日前通过《数字资产市场清晰法案》(CLARITY Act)。Witt表示：“我们把目标定在7月4日。我认为，这将是一份献给美国250周年庆典的绝佳生日礼物。”他进一步说明，具体推进路径为：本月由参议院银行委员会进行草案审定，利用6月的四个参议院工作周完成全体表决，并留出足够时间，让众议院在独立日截止日期前进行投票。初请失业金数据前瞻：就业市场降温信号验证今晚即将公布的初请失业金人数预期为20.5万人，前值为18.9万人，若数据符合或高于预期，将进一步验证劳动力市场降温的趋势，强化市场对美联储加快降息的押注；若数据低于预期，则可能引发市场对通胀粘性的担忧，导致降息预期延后，对美股成长股带来短期估值压力。报道：欧盟考虑限制使用美国云平台处理敏感政府数据欧盟计划于5月27日发布“技术主权一揽子方案”，拟限制政府机构在金融、医疗、司法等敏感领域使用美国云服务，希望通过《云与人工智能发展法》推动欧洲本土主权云建设。此举针对美国《云法案》的数据获取风险，向亚马逊、微软、谷歌的主导地位发出警示。Applovin Q1净利润同比猛增109%，Q2业绩指引超预期Applovin 公布的2026年第一季度业绩显示，营收同比增长59%至18.42亿美元，好于分析师平均预期的17.8亿美元；每股收益为3.56美元，好于分析师平均预期的3.46美元。该公司还表示，在第一季度回购了220万股A类普通股，耗资10亿美元Arm Q4财季营收同比增长20.2%，管理层称AGI CPU的需求超20亿美元Arm公布2026财年第四财季财报，营收同比增长20.2%至14.9亿美元，调整后每股收益0.60美元，均超出分析师预期。管理层指出，AI数据中心对高能效CPU设计的需求正在持续升温，有效对冲了智能手机市场的短期承压。公司同时披露，其AGI CPU产品在2027至2028财年的客户需求已超过20亿美元。---资料来源：公开市场数据免责声明：本内容仅供参考，不构成任何投资建议","news_type":1,"symbols_score_info":{"DDM":0.6,"SH":0.6,"SPYM":0.6,".IXIC":2,"HIBL":0.6,"IVV":0.6,"UPRO":0.6,"YSPY":0.6,"SPUU":0.6,"DIA":0.6,"SDS":0.6,"SDOW":0.6,".DJI":2,"SPXU":0.6,".SPX":2,"UDOW":0.6,"DXD":0.6,"SPDN":0.6,"SPYH":0.6,"DOG":0.6,"SPYU":0.6,"VOO":0.6,"SSO":0.6,"SPYQ":0.6,"DMAX":0.6,"SPY":0.6,"MMAX":0.6,"SPXS":0.6,"SPXL":0.6,"SMAX":0.6}},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560969543537216,"gmtCreate":1777987252693,"gmtModify":1777987256286,"author":{"id":"3558909450416751","authorId":"3558909450416751","name":"superchance","avatar":"https://static.tigerbbs.com/b0913e949e666ea90407a6f8bf3bba2f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558909450416751","idStr":"3558909450416751"},"themes":[],"title":"","htmlText":"Replying to <a href=\"https://laohu8.com/U/3439498180568292\">@源自</a>:amd cpu比intel厉害//<a href=\"https://laohu8.com/U/3439498180568292\">@源自</a>:AMD肯定预期不行，为什么呢！因为GPU投入太大了，GPU需求开始下降了，数据中心一直不是英特尔对手，内存价格上涨，装机减少！怎么看英特尔都是CPU需求增长最大受益者","listText":"Replying to <a href=\"https://laohu8.com/U/3439498180568292\">@源自</a>:amd cpu比intel厉害//<a href=\"https://laohu8.com/U/3439498180568292\">@源自</a>:AMD肯定预期不行，为什么呢！因为GPU投入太大了，GPU需求开始下降了，数据中心一直不是英特尔对手，内存价格上涨，装机减少！怎么看英特尔都是CPU需求增长最大受益者","text":"Replying to @源自:amd cpu比intel厉害//@源自:AMD肯定预期不行，为什么呢！因为GPU投入太大了，GPU需求开始下降了，数据中心一直不是英特尔对手，内存价格上涨，装机减少！怎么看英特尔都是CPU需求增长最大受益者","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/560969543537216","isVote":1,"tweetType":1,"viewCount":2092,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4209525684282032","authorId":"4209525684282032","name":"Yo.","avatar":"https://static.tigerbbs.com/b7157415ce2350ffe09e1a55bc2a9fc8","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"4209525684282032","idStr":"4209525684282032"},"content":"英特尔没有美国政府持股是不可能涨那么多的","text":"英特尔没有美国政府持股是不可能涨那么多的","html":"英特尔没有美国政府持股是不可能涨那么多的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560969437800376,"gmtCreate":1777987207034,"gmtModify":1777987209986,"author":{"id":"3558909450416751","authorId":"3558909450416751","name":"superchance","avatar":"https://static.tigerbbs.com/b0913e949e666ea90407a6f8bf3bba2f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558909450416751","idStr":"3558909450416751"},"themes":[],"title":"","htmlText":"哪次不超预期，但是哪次不跌[流泪]","listText":"哪次不超预期，但是哪次不跌[流泪]","text":"哪次不超预期，但是哪次不跌[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560969437800376","isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559537938986200,"gmtCreate":1777637646496,"gmtModify":1777638616511,"author":{"id":"3558909450416751","authorId":"3558909450416751","name":"superchance","avatar":"https://static.tigerbbs.com/b0913e949e666ea90407a6f8bf3bba2f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558909450416751","idStr":"3558909450416751"},"themes":[],"title":"","htmlText":"因为砸盘的都是猪啊","listText":"因为砸盘的都是猪啊","text":"因为砸盘的都是猪啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559537938986200","repostId":"2632693334","repostType":2,"repost":{"id":"2632693334","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":1777597570,"share":"https://www.laohu8.com/m/news/2632693334?lang=zh_CN&edition=full","pubTime":"2026-05-01 09:06","market":"sh","language":"zh","title":"科技巨头AI支出大增，为什么英伟达还跌了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2632693334","media":"华尔街见闻","summary":"市场担忧核心在于，谷歌宣布向外部销售自研TPU芯片，亚马逊自研Trainium芯片年化营收突破200亿美元，英伟达最大客户正加速成为其竞争对手。分析师警示此举可能\"从根本上颠覆英伟达\"，但也有观点认为AI需求爆发式增长下，供给才是瓶颈。","content":"<html><head></head><body><p>科技巨头密集上调AI资本开支，理应是<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的重大利好，但市场给出了截然相反的答案。</p><p>周四，英伟达股价下跌逾4%，跌破200美元关口，单日跌幅金额近10美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/16762e51c43cc5bb876ef154a63a9cfb\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>此前一晚，<a href=\"https://laohu8.com/S/META\">Meta</a>、Alphabet、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>相继公布财报，四家超大规模云计算商合计预计在2026年投入高达7250亿美元用于AI基础设施建设。</p><p>英伟达占据AI加速芯片市场约90%的份额，按常理，这一投资浪潮本应直接惠及这家芯片巨头。<strong>但是投资者的担忧，当英伟达最重要的客户开始大规模自研芯片，其市场主导地位将面临挑战。</strong></p><p>此前Alphabet宣布将向外部客户销售自研TPU芯片，亚马逊则在财报电话会议上着重强调自研芯片业务的快速增长。</p><h2 id=\"id_2690273616\"><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>TPU&#34;破圈&#34;，触动市场最敏感神经</h2><p><strong>Alphabet宣布，将向外部精选客户销售自研TPU芯片，客户可将其部署于自有数据中心基础设施之中。</strong></p><p>此前，TPU几乎完全服务于<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>内部生态。一旦面向外部商业化，TPU将从英伟达GPU的潜在竞争者，演变为具有实质威胁的市场对手。</p><p>尽管TPU在通用灵活性上普遍被认为不及英伟达的解决方案，但针对特定AI应用场景，其成本效益优势较为突出。</p><p><strong>亚马逊同样在财报电话会议上强调自研芯片业务的扩张势头。</strong></p><p>据彭博报道，亚马逊CEO Andy Jassy表示，该公司芯片业务年化营收已突破200亿美元，同比呈三位数增长，核心产品为自研的Trainium芯片。</p><h2 id=\"id_1253148848\">华尔街分析师：自研芯片浪潮构成&#34;重大风险&#34;</h2><p>对于这一竞争态势，华尔街已有分析师发出明确警示。</p><p>Seaport Research半导体分析师Jay Goldberg直言：</p><blockquote><p>这有可能从根本上颠覆英伟达，我认为这是相当重大的风险。</p></blockquote><p>Goldberg的逻辑基于超大规模云计算商的体量与资本实力。这些公司既是英伟达最大的客户，也在持续投入资源成为其竞争者。</p><p>Alphabet第一财季云收入同比增长63%至200.3亿美元，订单积压接近翻倍至逾4600亿美元，<strong>其中相当部分由内部TPU承接。</strong></p><p>Meta则在将2026年资本开支指引上调至1250亿至1450亿美元的同时，<strong>同步推进MTIA自研芯片项目。</strong></p><p><strong>不过，并非所有分析师都认同这一悲观判断。</strong></p><p>Bernstein Research的Stacy Rasgon提出反驳，认为&#34;纠结于谁赢谁输是错误的问题&#34;。他的逻辑在于：<strong>AI智能体的兴起令计算需求呈爆发式增长，当前制约行业的关键因素是供给，而非需求。</strong></p><p>在此背景下，所有具备可信产能的芯片制造商，包括英伟达均能实现产能满销。</p><p>英伟达目前握有952亿美元供应承诺，合作客户覆盖OpenAI、Anthropic、<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>及Meta等头部机构。</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\" 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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科技巨头AI支出大增，为什么英伟达还跌了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-05-01 09:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>科技巨头密集上调AI资本开支，理应是<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的重大利好，但市场给出了截然相反的答案。</p><p>周四，英伟达股价下跌逾4%，跌破200美元关口，单日跌幅金额近10美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/16762e51c43cc5bb876ef154a63a9cfb\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>此前一晚，<a href=\"https://laohu8.com/S/META\">Meta</a>、Alphabet、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>相继公布财报，四家超大规模云计算商合计预计在2026年投入高达7250亿美元用于AI基础设施建设。</p><p>英伟达占据AI加速芯片市场约90%的份额，按常理，这一投资浪潮本应直接惠及这家芯片巨头。<strong>但是投资者的担忧，当英伟达最重要的客户开始大规模自研芯片，其市场主导地位将面临挑战。</strong></p><p>此前Alphabet宣布将向外部客户销售自研TPU芯片，亚马逊则在财报电话会议上着重强调自研芯片业务的快速增长。</p><h2 id=\"id_2690273616\"><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>TPU&#34;破圈&#34;，触动市场最敏感神经</h2><p><strong>Alphabet宣布，将向外部精选客户销售自研TPU芯片，客户可将其部署于自有数据中心基础设施之中。</strong></p><p>此前，TPU几乎完全服务于<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>内部生态。一旦面向外部商业化，TPU将从英伟达GPU的潜在竞争者，演变为具有实质威胁的市场对手。</p><p>尽管TPU在通用灵活性上普遍被认为不及英伟达的解决方案，但针对特定AI应用场景，其成本效益优势较为突出。</p><p><strong>亚马逊同样在财报电话会议上强调自研芯片业务的扩张势头。</strong></p><p>据彭博报道，亚马逊CEO Andy Jassy表示，该公司芯片业务年化营收已突破200亿美元，同比呈三位数增长，核心产品为自研的Trainium芯片。</p><h2 id=\"id_1253148848\">华尔街分析师：自研芯片浪潮构成&#34;重大风险&#34;</h2><p>对于这一竞争态势，华尔街已有分析师发出明确警示。</p><p>Seaport Research半导体分析师Jay Goldberg直言：</p><blockquote><p>这有可能从根本上颠覆英伟达，我认为这是相当重大的风险。</p></blockquote><p>Goldberg的逻辑基于超大规模云计算商的体量与资本实力。这些公司既是英伟达最大的客户，也在持续投入资源成为其竞争者。</p><p>Alphabet第一财季云收入同比增长63%至200.3亿美元，订单积压接近翻倍至逾4600亿美元，<strong>其中相当部分由内部TPU承接。</strong></p><p>Meta则在将2026年资本开支指引上调至1250亿至1450亿美元的同时，<strong>同步推进MTIA自研芯片项目。</strong></p><p><strong>不过，并非所有分析师都认同这一悲观判断。</strong></p><p>Bernstein Research的Stacy Rasgon提出反驳，认为&#34;纠结于谁赢谁输是错误的问题&#34;。他的逻辑在于：<strong>AI智能体的兴起令计算需求呈爆发式增长，当前制约行业的关键因素是供给，而非需求。</strong></p><p>在此背景下，所有具备可信产能的芯片制造商，包括英伟达均能实现产能满销。</p><p>英伟达目前握有952亿美元供应承诺，合作客户覆盖OpenAI、Anthropic、<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>及Meta等头部机构。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK4612":"AI芯片","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) 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Goldberg直言：这有可能从根本上颠覆英伟达，我认为这是相当重大的风险。Goldberg的逻辑基于超大规模云计算商的体量与资本实力。这些公司既是英伟达最大的客户，也在持续投入资源成为其竞争者。Alphabet第一财季云收入同比增长63%至200.3亿美元，订单积压接近翻倍至逾4600亿美元，其中相当部分由内部TPU承接。Meta则在将2026年资本开支指引上调至1250亿至1450亿美元的同时，同步推进MTIA自研芯片项目。不过，并非所有分析师都认同这一悲观判断。Bernstein Research的Stacy Rasgon提出反驳，认为\"纠结于谁赢谁输是错误的问题\"。他的逻辑在于：AI智能体的兴起令计算需求呈爆发式增长，当前制约行业的关键因素是供给，而非需求。在此背景下，所有具备可信产能的芯片制造商，包括英伟达均能实现产能满销。英伟达目前握有952亿美元供应承诺，合作客户覆盖OpenAI、Anthropic、CoreWeave及Meta等头部机构。","news_type":1,"symbols_score_info":{"NVDO":0.6,"NVDA":2,"NVDQ":0.6,"NVDW":0.6,"NVII":0.6,"NVDL":0.6,"NVDG":0.6,"NVDY":0.6,"NVDD":0.6,"NVYY":0.6,"NVDX":0.6,"DIPS":0.6,"ANV":0.6,"NVDB":0.6,"NVD":0.6,"NVDU":0.6,"NVDS":0.6}},"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557030336274512,"gmtCreate":1777017347425,"gmtModify":1777017350074,"author":{"id":"3558909450416751","authorId":"3558909450416751","name":"superchance","avatar":"https://static.tigerbbs.com/b0913e949e666ea90407a6f8bf3bba2f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558909450416751","idStr":"3558909450416751"},"themes":[],"title":"","htmlText":"**","listText":"**","text":"**","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557030336274512","repostId":"1154651535","repostType":2,"repost":{"id":"1154651535","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":1777017085,"share":"https://www.laohu8.com/m/news/1154651535?lang=zh_CN&edition=full","pubTime":"2026-04-24 15:51","market":"us","language":"zh","title":"美国军方正制定重新开战方案，重点打击霍尔木兹海峡周边的伊朗目标","url":"https://stock-news.laohu8.com/highlight/detail?id=1154651535","media":"老虎资讯综合","summary":"迫使伊朗重返谈判桌。","content":"<html><head></head><body><p>美国有线电视新闻网援引消息人士的话报道称，<strong>美国军方正在制定新方案，一旦美伊停火破裂，美军将针对伊朗在霍尔木兹海峡周边的军事防御能力进行重点打击。</strong></p><p>报道还称，美军还可能对伊朗军民两用设施和基础设施，包括能源设施，发动袭击，迫使伊朗重返谈判桌。(CCTV国际时讯)</p><p>目前，布伦特原油期货价格涨幅超1%，WTI油价涨超0.9%。</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>美国军方正制定重新开战方案，重点打击霍尔木兹海峡周边的伊朗目标</title>\n<style 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15:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国有线电视新闻网援引消息人士的话报道称，<strong>美国军方正在制定新方案，一旦美伊停火破裂，美军将针对伊朗在霍尔木兹海峡周边的军事防御能力进行重点打击。</strong></p><p>报道还称，美军还可能对伊朗军民两用设施和基础设施，包括能源设施，发动袭击，迫使伊朗重返谈判桌。(CCTV国际时讯)</p><p>目前，布伦特原油期货价格涨幅超1%，WTI油价涨超0.9%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b10617d656159f9b4a642ca98521d59e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154651535","content_text":"美国有线电视新闻网援引消息人士的话报道称，美国军方正在制定新方案，一旦美伊停火破裂，美军将针对伊朗在霍尔木兹海峡周边的军事防御能力进行重点打击。报道还称，美军还可能对伊朗军民两用设施和基础设施，包括能源设施，发动袭击，迫使伊朗重返谈判桌。(CCTV国际时讯)目前，布伦特原油期货价格涨幅超1%，WTI油价涨超0.9%。","news_type":1,"symbols_score_info":{"CLmain":2,"BZmain":2}},"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552105570345624,"gmtCreate":1775825966178,"gmtModify":1775826471263,"author":{"id":"3558909450416751","authorId":"3558909450416751","name":"superchance","avatar":"https://static.tigerbbs.com/b0913e949e666ea90407a6f8bf3bba2f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558909450416751","idStr":"3558909450416751"},"themes":[],"title":"","htmlText":"mrvel就是个垃圾股立帖为证","listText":"mrvel就是个垃圾股立帖为证","text":"mrvel就是个垃圾股立帖为证","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/552105570345624","repostId":"2626198582","repostType":2,"repost":{"id":"2626198582","kind":"news","pubTimestamp":1775825765,"share":"https://www.laohu8.com/m/news/2626198582?lang=zh_CN&edition=full","pubTime":"2026-04-10 20:56","market":"us","language":"zh","title":"当AI数据中心越来越相信光的力量，“光互连+硅光子”引擎点燃迈威尔新一轮牛市","url":"https://stock-news.laohu8.com/highlight/detail?id=2626198582","media":"智通财经","summary":"智通财经APP获悉，聚焦于大型AI数据中心定制化AI芯片与光互连技术，以及作为亚马逊AWS Trainium系列AI ASIC最大规模合作伙伴之一的迈威尔科技股价截至周四美股收盘大幅上涨近5%，今年以来该芯片巨头股价涨幅高达40%，大幅跑赢标普500指数以及有着“科技股风向标”称号的纳斯达克100指数。数据中心越来越相信光的力量!","content":"<html><head></head><body><p style=\"text-align: left;\">聚焦于大型AI数据中心定制化AI芯片(即AI ASIC)与光互连技术，以及作为<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>AWS Trainium系列AI ASIC最大规模合作伙伴之一的<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>(MRVL.US)股价截至周四美股收盘大幅上涨近5%，今年以来该芯片巨头股价涨幅高达40%，大幅跑赢<a href=\"https://laohu8.com/S/161125\">标普500</a>指数以及有着“科技股风向标”称号的纳斯达克100指数。 <strong><a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a></strong> <strong>(Marvell)这一轮股价再定价/基本面重估的核心引擎，正是“AI ASIC/XPU + 光学技术”这两条硬核逻辑的共振，而不是单一的芯片需求题材所驱动。</strong></p><p style=\"text-align: left;\">同样在美东时间周四，华尔街金融巨头<a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a><strong>因光互连/硅光子产品增长前景将该股评级从“持有”上调至“增持”，同时该行还将该股目标价从105美元大幅上调至150美元。</strong>截至周四美股收盘，迈威尔科技股价收于119.930美元。</p><p style=\"text-align: left;\">AI ASIC无疑是迈威尔科技估值与基本面增长中枢上移的第一根核心支柱，<a href=\"https://laohu8.com/S/AVGO\">博通</a>与迈威尔最新公布的强劲财报足以说明AI ASIC前所未见的强劲增长逻辑正在被“财报级证据”快速确认。席卷全球的生成式AI热潮加快了云计算与芯片巨头们的AI芯片开发进程，它们正争相为先进的大型AI数据中心设计速度最快且能效最为强劲的AI算力基础设施集群。</p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/600455\">博通</a>及其最大竞争对手迈威尔公司主要聚焦于利用自身在高速互连和芯片IP领域绝对优势来携手亚马逊、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和<a href=\"https://laohu8.com/S/MSFT\">微软</a>等云计算巨头们共同打造出根据其AI数据中心具体需求量身定制的AI ASIC算力集群</strong>，而这项ASIC业务已经成长为两家公司的一项非常重要业务，比如博通联手<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>所打造的TPU AI算力集群就是一种最典型的AI ASIC技术路线。</p><p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\"><span style=\"color: rgb(186, 55, 42);\">ASIC+光学业务高增长逻辑，华尔街向迈威尔投来看涨研报</span></h2><p style=\"text-align: left;\">光互连，则是华尔街分析师们看涨迈威尔科技股价前景以及基本面扩张逻辑的第二大核心支柱，同时也是<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>以20亿美元投资该公司的重要因素。当连接距离超过约10米后，铜缆互连已无法高速满足大型AI数据中心所需的带宽与距离要求;此时必须转向光互连系统，而光学器件里的核心硬件正是迈威尔擅长的一系列optical DSP以及光学互连产品。</p><p style=\"text-align: left;\"><strong>光互连集中于服务器之间、交换机之间、机架之间、数据中心之间的高速链路，如果再往前看一步，迈威尔遥遥领先的硅光子技术也是华尔街看好该公司股价的核心逻辑，硅光子并不是和光互连平行的替代概念，而更像是把光从机柜外、机架间，进一步推进到机架内、系统内、甚至封装内的关键技术实现。</strong>更准确地说，硅光子技术更偏向把光学传输往芯片/封装/I/O 侧推进，这也是迈威尔为何选择以高昂代价收购Celestial。</p><p style=\"text-align: left;\">此外，分析师们对于迈威尔SSD存储芯片主控业务创收前景也愈发乐观，堪称是该公司基本面大幅扩张预期的第三支柱。<strong>在大模型训练/推理体系中，I/O带宽、持久存储访问效率与内存池互联效率同样约束整体训练成本与性能，迈威尔科技的SSD主控芯片、NVMe/CXL缓存控制器以及高带宽存储互联产品线正是存储需求强劲增长的重要组成。</strong>这些高度专用控制ASIC虽不像指数级扩张的AI ASIC业务那样显眼，但其对超大参数AI模型的数据态处理至关重要，直接推动数据中心层级的系统效率与服务质量。</p><p style=\"text-align: left;\">从华尔街最近的表述看，市场已不再只把迈威尔科技当作一个泛数据中心AI芯片公司，<strong>而是开始把它视为一边承接大型云计算巨头们自研 XPU/ASIC超级大浪潮，一边在AI算力集群带宽爆炸式扩张中率先吃到基于光互连的大规模升级以及硅光子发展红利的“双轮资产”。</strong></p><p style=\"text-align: left;\">以Tom O&#39;Malley为首的<a href=\"https://laohu8.com/S/BARC.UK\">巴克莱银行</a>分析师表示，迈威尔首先并且最重要的是一家前沿光学技术公司，而随着数据中心端口数量快速增长，光学市场的增长本身就足以支撑这家公司强劲创收预期。分析师们补充称，<strong>行业调研显示，光学级别的端口数量应会在2026年至少实现翻倍，并在2027年再次实现翻倍。</strong></p><p style=\"text-align: left;\">几乎同一时间，来自另一华尔街大行花旗的分析师们表示，<strong>在“把核心芯片更紧密地连接于单一系统内部”这一点上，迈威尔科技可能扩大其在更大规模AI算力集群中的角色。</strong></p><p style=\"text-align: left;\">“我们的测算数据表明，即便有部分光学市场份额转移给博通，整体的泛光学业务今年和明年仍可为迈威尔带来大约90%的强劲增长规模。我们在下方列出了一种情景：即便完全剔除微软订单、假设亚马逊没有任何单位增长，并对XPU搭载率进行折价处理，我们仍然能得出约5美元的每股盈利。然而，我们并不认同这些假设，事实上，在英伟达公布NVLink Fusion公告以及英伟达投资迈威尔的最新决议之后，我们对微软以及亚马逊的加速爬坡更有信心。”O&#39;Malley领导的巴克莱分析师团队表示。</p><p style=\"text-align: left;\">这些分析师指出，市场对于迈威尔公司的投资逻辑将归结为其能否执行一项逻辑已被充分理解且极度偏乐观的业绩预测，<strong>并且他们认为，市场的看涨叙事论调正越来越大规模地转向光学业务。</strong></p><p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\"><span style=\"color: rgb(186, 55, 42);\">数据中心越来越相信光的力量! 手握“光互连+硅光子”的迈威尔踏向新一轮牛市轨迹</span></h2><p style=\"text-align: left;\">毋庸置疑的是，未来无论是英伟达AI GPU算力基础设施集群还是谷歌TPU集群(TPU代表的是AI ASIC技术路线)，都离不开迈威尔科技所代表的这类光互连与最前沿硅光子能力。<strong>迈威尔的中长期估值溢价层面，越来越来自光互连层面的增长逻辑，以及硅光子技术向全球各大数据中心的更深层渗透——因为那意味着迈威尔光学可以从板卡边缘器件，往机架级、系统级乃至芯片内部封装级互连核心部件上迁移。</strong></p><p style=\"text-align: left;\">迈威尔科技在2025年末收购Celestial AI公司时就在声明中直接写道：<strong>下一步光学技术的重要拐点是“机架内、系统内、甚至封装内的电连接向光学迁移”，而Celestial的Photonic Fabric 能把光学I/O技术做到package、system甚至rack级别，并为scale-up光学网络提供比铜更高带宽、更低功耗和更长距离的基于光互连系统的连接。</strong></p><p style=\"text-align: left;\">从OFC 2026 的整体数据中心光互连发展风向看，超大规模AI数据中心越来越相信“光的力量”，<strong>AI算力产业链的主线已经非常清晰：超大规模AI数据中心的瓶颈正从单芯片算力转向“集群级光学互连带宽、能耗和可扩展性”，这也是为何华尔街分析师们近期集体向迈威尔科技投来看涨研报，华尔街最乐观目标价甚至高达160美元，高于巴克莱最新预期。</strong></p><p style=\"text-align: left;\">TPU与GPU算力群这类AI超级集群中，都有一个核心共性：需要极高带宽、极低延迟、以及极高能效的数据中心内部互连。 传统铜缆或电子交换方案在扩展到数千甚至数万芯片规模时，会因功耗与热损耗爆炸性增长而无法满足需求;<strong>光互连技术(主要包括共封装光学CPO、硅光子交换机、<a href=\"https://laohu8.com/S/600184\">光电</a>路交换OCS)以及更加前沿的硅光子级别光学I/O技术能用光信号替代电信号，在大规模AI训练/推理网络中显著提升带宽密度与能效，并减少延迟与功耗，这种对更高光互连容量的需求正是GPU与TPU集群共通的。</strong></p><p style=\"text-align: left;\">随着英伟达主导的AI机柜算力集群，以及scale-up/scale-out高性能网络、1.6T乃至CPO技术发展演进，硬件瓶颈正越来越多地从“算力芯片本身”转向“光学级别带宽、功耗和信号完整性”。<strong>英伟达在3月宣布向迈威尔科技投资20亿美元，两家公司共同揭晓了战略合作伙伴关系，旨在通过英伟达的NVLinkFusion将迈威尔连接至英伟达的AI工厂和AI-RAN生态系统，凸显出英伟达欲携手迈威尔科技携手加速推进数据中心光互连与硅光子技术。</strong></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>当AI数据中心越来越相信光的力量，“光互连+硅光子”引擎点燃迈威尔新一轮牛市</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n当AI数据中心越来越相信光的力量，“光互连+硅光子”引擎点燃迈威尔新一轮牛市\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-10 20:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1427051.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>聚焦于大型AI数据中心定制化AI芯片(即AI ASIC)与光互连技术，以及作为亚马逊AWS Trainium系列AI ASIC最大规模合作伙伴之一的迈威尔科技(MRVL.US)股价截至周四美股收盘大幅上涨近5%，今年以来该芯片巨头股价涨幅高达40%，大幅跑赢标普500指数以及有着“科技股风向标”称号的纳斯达克100指数。 迈威尔科技 (Marvell)这一轮股价再定价/基本面重估的核心引擎，正是“...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1427051.html\">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/dad0ce7e8d3dd5f9d288c0bf69c69ce3","relate_stocks":{"LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","MRVL":"迈威尔科技","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","BK4588":"碎股","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","MRVU":"Direxion Daily MRVL Bull 2X ETF","MVLL":"2倍做多MRVL 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(HKD) INC","BK4543":"AI","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H"},"source_url":"http://www.zhitongcaijing.com/content/detail/1427051.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2626198582","content_text":"聚焦于大型AI数据中心定制化AI芯片(即AI ASIC)与光互连技术，以及作为亚马逊AWS Trainium系列AI ASIC最大规模合作伙伴之一的迈威尔科技(MRVL.US)股价截至周四美股收盘大幅上涨近5%，今年以来该芯片巨头股价涨幅高达40%，大幅跑赢标普500指数以及有着“科技股风向标”称号的纳斯达克100指数。 迈威尔科技 (Marvell)这一轮股价再定价/基本面重估的核心引擎，正是“AI ASIC/XPU + 光学技术”这两条硬核逻辑的共振，而不是单一的芯片需求题材所驱动。同样在美东时间周四，华尔街金融巨头巴克莱银行因光互连/硅光子产品增长前景将该股评级从“持有”上调至“增持”，同时该行还将该股目标价从105美元大幅上调至150美元。截至周四美股收盘，迈威尔科技股价收于119.930美元。AI ASIC无疑是迈威尔科技估值与基本面增长中枢上移的第一根核心支柱，博通与迈威尔最新公布的强劲财报足以说明AI ASIC前所未见的强劲增长逻辑正在被“财报级证据”快速确认。席卷全球的生成式AI热潮加快了云计算与芯片巨头们的AI芯片开发进程，它们正争相为先进的大型AI数据中心设计速度最快且能效最为强劲的AI算力基础设施集群。博通及其最大竞争对手迈威尔公司主要聚焦于利用自身在高速互连和芯片IP领域绝对优势来携手亚马逊、谷歌和微软等云计算巨头们共同打造出根据其AI数据中心具体需求量身定制的AI ASIC算力集群，而这项ASIC业务已经成长为两家公司的一项非常重要业务，比如博通联手谷歌所打造的TPU AI算力集群就是一种最典型的AI ASIC技术路线。ASIC+光学业务高增长逻辑，华尔街向迈威尔投来看涨研报光互连，则是华尔街分析师们看涨迈威尔科技股价前景以及基本面扩张逻辑的第二大核心支柱，同时也是英伟达以20亿美元投资该公司的重要因素。当连接距离超过约10米后，铜缆互连已无法高速满足大型AI数据中心所需的带宽与距离要求;此时必须转向光互连系统，而光学器件里的核心硬件正是迈威尔擅长的一系列optical DSP以及光学互连产品。光互连集中于服务器之间、交换机之间、机架之间、数据中心之间的高速链路，如果再往前看一步，迈威尔遥遥领先的硅光子技术也是华尔街看好该公司股价的核心逻辑，硅光子并不是和光互连平行的替代概念，而更像是把光从机柜外、机架间，进一步推进到机架内、系统内、甚至封装内的关键技术实现。更准确地说，硅光子技术更偏向把光学传输往芯片/封装/I/O 侧推进，这也是迈威尔为何选择以高昂代价收购Celestial。此外，分析师们对于迈威尔SSD存储芯片主控业务创收前景也愈发乐观，堪称是该公司基本面大幅扩张预期的第三支柱。在大模型训练/推理体系中，I/O带宽、持久存储访问效率与内存池互联效率同样约束整体训练成本与性能，迈威尔科技的SSD主控芯片、NVMe/CXL缓存控制器以及高带宽存储互联产品线正是存储需求强劲增长的重要组成。这些高度专用控制ASIC虽不像指数级扩张的AI ASIC业务那样显眼，但其对超大参数AI模型的数据态处理至关重要，直接推动数据中心层级的系统效率与服务质量。从华尔街最近的表述看，市场已不再只把迈威尔科技当作一个泛数据中心AI芯片公司，而是开始把它视为一边承接大型云计算巨头们自研 XPU/ASIC超级大浪潮，一边在AI算力集群带宽爆炸式扩张中率先吃到基于光互连的大规模升级以及硅光子发展红利的“双轮资产”。以Tom O'Malley为首的巴克莱银行分析师表示，迈威尔首先并且最重要的是一家前沿光学技术公司，而随着数据中心端口数量快速增长，光学市场的增长本身就足以支撑这家公司强劲创收预期。分析师们补充称，行业调研显示，光学级别的端口数量应会在2026年至少实现翻倍，并在2027年再次实现翻倍。几乎同一时间，来自另一华尔街大行花旗的分析师们表示，在“把核心芯片更紧密地连接于单一系统内部”这一点上，迈威尔科技可能扩大其在更大规模AI算力集群中的角色。“我们的测算数据表明，即便有部分光学市场份额转移给博通，整体的泛光学业务今年和明年仍可为迈威尔带来大约90%的强劲增长规模。我们在下方列出了一种情景：即便完全剔除微软订单、假设亚马逊没有任何单位增长，并对XPU搭载率进行折价处理，我们仍然能得出约5美元的每股盈利。然而，我们并不认同这些假设，事实上，在英伟达公布NVLink Fusion公告以及英伟达投资迈威尔的最新决议之后，我们对微软以及亚马逊的加速爬坡更有信心。”O'Malley领导的巴克莱分析师团队表示。这些分析师指出，市场对于迈威尔公司的投资逻辑将归结为其能否执行一项逻辑已被充分理解且极度偏乐观的业绩预测，并且他们认为，市场的看涨叙事论调正越来越大规模地转向光学业务。数据中心越来越相信光的力量! 手握“光互连+硅光子”的迈威尔踏向新一轮牛市轨迹毋庸置疑的是，未来无论是英伟达AI GPU算力基础设施集群还是谷歌TPU集群(TPU代表的是AI ASIC技术路线)，都离不开迈威尔科技所代表的这类光互连与最前沿硅光子能力。迈威尔的中长期估值溢价层面，越来越来自光互连层面的增长逻辑，以及硅光子技术向全球各大数据中心的更深层渗透——因为那意味着迈威尔光学可以从板卡边缘器件，往机架级、系统级乃至芯片内部封装级互连核心部件上迁移。迈威尔科技在2025年末收购Celestial AI公司时就在声明中直接写道：下一步光学技术的重要拐点是“机架内、系统内、甚至封装内的电连接向光学迁移”，而Celestial的Photonic Fabric 能把光学I/O技术做到package、system甚至rack级别，并为scale-up光学网络提供比铜更高带宽、更低功耗和更长距离的基于光互连系统的连接。从OFC 2026 的整体数据中心光互连发展风向看，超大规模AI数据中心越来越相信“光的力量”，AI算力产业链的主线已经非常清晰：超大规模AI数据中心的瓶颈正从单芯片算力转向“集群级光学互连带宽、能耗和可扩展性”，这也是为何华尔街分析师们近期集体向迈威尔科技投来看涨研报，华尔街最乐观目标价甚至高达160美元，高于巴克莱最新预期。TPU与GPU算力群这类AI超级集群中，都有一个核心共性：需要极高带宽、极低延迟、以及极高能效的数据中心内部互连。 传统铜缆或电子交换方案在扩展到数千甚至数万芯片规模时，会因功耗与热损耗爆炸性增长而无法满足需求;光互连技术(主要包括共封装光学CPO、硅光子交换机、光电路交换OCS)以及更加前沿的硅光子级别光学I/O技术能用光信号替代电信号，在大规模AI训练/推理网络中显著提升带宽密度与能效，并减少延迟与功耗，这种对更高光互连容量的需求正是GPU与TPU集群共通的。随着英伟达主导的AI机柜算力集群，以及scale-up/scale-out高性能网络、1.6T乃至CPO技术发展演进，硬件瓶颈正越来越多地从“算力芯片本身”转向“光学级别带宽、功耗和信号完整性”。英伟达在3月宣布向迈威尔科技投资20亿美元，两家公司共同揭晓了战略合作伙伴关系，旨在通过英伟达的NVLinkFusion将迈威尔连接至英伟达的AI工厂和AI-RAN生态系统，凸显出英伟达欲携手迈威尔科技携手加速推进数据中心光互连与硅光子技术。","news_type":1,"symbols_score_info":{"NVDA":2,"MRVL":1.98,"MRVU":0.6,"GOOG":2,"MVLL":0.6}},"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/e27d4b46eee1454d2bd4f83bb56ab921","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"3498680662745699","idStr":"3498680662745699"},"content":"小股被硬拉上来炒题材凑数的，垃不垃圾说不上，但肯定是德不配位","text":"小股被硬拉上来炒题材凑数的，垃不垃圾说不上，但肯定是德不配位","html":"小股被硬拉上来炒题材凑数的，垃不垃圾说不上，但肯定是德不配位"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551126403545216,"gmtCreate":1775574252361,"gmtModify":1775576031064,"author":{"id":"3558909450416751","authorId":"3558909450416751","name":"superchance","avatar":"https://static.tigerbbs.com/b0913e949e666ea90407a6f8bf3bba2f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558909450416751","idStr":"3558909450416751"},"themes":[],"title":"","htmlText":"垃圾","listText":"垃圾","text":"垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551126403545216","repostId":"1107683205","repostType":2,"repost":{"id":"1107683205","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":1775574102,"share":"https://www.laohu8.com/m/news/1107683205?lang=zh_CN&edition=full","pubTime":"2026-04-07 23:01","market":"us","language":"zh","title":"美媒：特朗普表示可能调整对伊朗的最后期限","url":"https://stock-news.laohu8.com/highlight/detail?id=1107683205","media":"老虎资讯综合","summary":"目前仍会坚持原定的截止时间。","content":"<html><head></head><body><p>美国总统特朗普表示，如果谈判取得进展，周二晚上8点的最后期限可能会有所调整，但目前仍会坚持原定的截止时间。</p><p>另据报道，伊朗已终止与美国之间的直接外交联系。中东官员表示，尽管如此，伊朗与停火调解方的谈判仍在继续。此外，三名伊朗高级官员表示，伊朗方面已通知巴基斯坦，不会再参加旨在停火的会谈。</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>美媒：特朗普表示可能调整对伊朗的最后期限</title>\n<style 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23:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国总统特朗普表示，如果谈判取得进展，周二晚上8点的最后期限可能会有所调整，但目前仍会坚持原定的截止时间。</p><p>另据报道，伊朗已终止与美国之间的直接外交联系。中东官员表示，尽管如此，伊朗与停火调解方的谈判仍在继续。此外，三名伊朗高级官员表示，伊朗方面已通知巴基斯坦，不会再参加旨在停火的会谈。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/00ab710b18d6c3a0335cf6fa35509b7f","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 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19:31","market":"us","language":"zh","title":"特朗普：若达不成协议将“彻底摧毁伊朗所有发电厂、油井及哈尔克岛”","url":"https://stock-news.laohu8.com/highlight/detail?id=1151489565","media":"老虎资讯综合","summary":"美国总统特朗普：正与新的政权进行严肃谈判；谈判取得了重大进展；若协议谈不成，将彻底摧毁伊朗所有发电厂、油井和哈尔克岛。","content":"<html><head></head><body><p>3月30日，美国总统特朗普今天（3月30日）在社交平台发帖称，“美国正在与一个全新的、更为理性的（伊朗）政权就结束我们在伊朗的军事行动进行严肃磋商。虽已取得重大进展，但如果短期内未能达成协议，尽管协议很可能会达成，且如果霍尔木兹海峡未立即恢复通航，我们将通过炸毁并彻底抹平伊朗所有的发电站、油井及哈尔克岛，可能还包括所有海水淡化厂，来结束我们在伊朗的这次‘愉快驻留’——这些目标我们迄今有意未曾触碰。” (CCTV国际时讯)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特朗普：若达不成协议将“彻底摧毁伊朗所有发电厂、油井及哈尔克岛”</title>\n<style 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19:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月30日，美国总统特朗普今天（3月30日）在社交平台发帖称，“美国正在与一个全新的、更为理性的（伊朗）政权就结束我们在伊朗的军事行动进行严肃磋商。虽已取得重大进展，但如果短期内未能达成协议，尽管协议很可能会达成，且如果霍尔木兹海峡未立即恢复通航，我们将通过炸毁并彻底抹平伊朗所有的发电站、油井及哈尔克岛，可能还包括所有海水淡化厂，来结束我们在伊朗的这次‘愉快驻留’——这些目标我们迄今有意未曾触碰。” (CCTV国际时讯)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/e5f0667b28908ea81c4feafc83802afa","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151489565","content_text":"3月30日，美国总统特朗普今天（3月30日）在社交平台发帖称，“美国正在与一个全新的、更为理性的（伊朗）政权就结束我们在伊朗的军事行动进行严肃磋商。虽已取得重大进展，但如果短期内未能达成协议，尽管协议很可能会达成，且如果霍尔木兹海峡未立即恢复通航，我们将通过炸毁并彻底抹平伊朗所有的发电站、油井及哈尔克岛，可能还包括所有海水淡化厂，来结束我们在伊朗的这次‘愉快驻留’——这些目标我们迄今有意未曾触碰。” (CCTV国际时讯)","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543567578248392,"gmtCreate":1773732427779,"gmtModify":1773732642620,"author":{"id":"3558909450416751","authorId":"3558909450416751","name":"superchance","avatar":"https://static.tigerbbs.com/b0913e949e666ea90407a6f8bf3bba2f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558909450416751","idStr":"3558909450416751"},"themes":[],"title":"","htmlText":"傻子，你会输的很惨","listText":"傻子，你会输的很惨","text":"傻子，你会输的很惨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543567578248392","repostId":"1132677298","repostType":2,"repost":{"id":"1132677298","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":1773731942,"share":"https://www.laohu8.com/m/news/1132677298?lang=zh_CN&edition=full","pubTime":"2026-03-17 15:19","market":"us","language":"zh","title":"杰富瑞：美国AI泡沬至少两年才会形成，已减持美国科技股，高配中国科技股","url":"https://stock-news.laohu8.com/highlight/detail?id=1132677298","media":"老虎资讯综合","summary":"AI会导致各国就业增长减少及通胀放缓。","content":"<html><head></head><body><p>杰富瑞(Jefferies)全球宏观策略师Mohit Kumar表示，目前不太忧虑美国人工智能(AI)发展出泡沬，即使未来会有泡沬，估计亦需时至少两年时间才会形成。Kumar解释，现在美国超大规模云服务商(Hyperscalers)，其大部分AI资本开支都是来自现金，企业就AI投资而作出的借贷杠杆水平不高，估计要到明年底，借贷杠杆才会升至1999年至2000年科网泡沬时期的水平。</p><p><strong>但他坦言近期已减持美国科技股持仓，原因是市场开始质疑有关资本开支能够带来多少回报。与此同时，Kumar改为高配中国科技股，称相信中国科技股在未来几年甚至几十年都会是大赢家，原因是中国的大模型如DeepSeek，能够以较美国同业为低的成本，做出质素仅略逊于美国同业的大模型。</strong></p><p>Kumar预期美国今年下半年将减息两次，指AI会导致各国就业增长减少及通胀放缓，继而推动全球央行币策更为偏向鸽派。他续指，在各国财政扩张之下，全球流动性已较过往两年大增，这些资金最终都会流入不同资产类别，利好资产表现。</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>杰富瑞：美国AI泡沬至少两年才会形成，已减持美国科技股，高配中国科技股</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杰富瑞：美国AI泡沬至少两年才会形成，已减持美国科技股，高配中国科技股\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\">2026-03-17 15:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>杰富瑞(Jefferies)全球宏观策略师Mohit Kumar表示，目前不太忧虑美国人工智能(AI)发展出泡沬，即使未来会有泡沬，估计亦需时至少两年时间才会形成。Kumar解释，现在美国超大规模云服务商(Hyperscalers)，其大部分AI资本开支都是来自现金，企业就AI投资而作出的借贷杠杆水平不高，估计要到明年底，借贷杠杆才会升至1999年至2000年科网泡沬时期的水平。</p><p><strong>但他坦言近期已减持美国科技股持仓，原因是市场开始质疑有关资本开支能够带来多少回报。与此同时，Kumar改为高配中国科技股，称相信中国科技股在未来几年甚至几十年都会是大赢家，原因是中国的大模型如DeepSeek，能够以较美国同业为低的成本，做出质素仅略逊于美国同业的大模型。</strong></p><p>Kumar预期美国今年下半年将减息两次，指AI会导致各国就业增长减少及通胀放缓，继而推动全球央行币策更为偏向鸽派。他续指，在各国财政扩张之下，全球流动性已较过往两年大增，这些资金最终都会流入不同资产类别，利好资产表现。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/277a0aa3d579d4bdcbda0598e0c059ca","relate_stocks":{"00700":"腾讯控股","BIDU":"百度","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132677298","content_text":"杰富瑞(Jefferies)全球宏观策略师Mohit Kumar表示，目前不太忧虑美国人工智能(AI)发展出泡沬，即使未来会有泡沬，估计亦需时至少两年时间才会形成。Kumar解释，现在美国超大规模云服务商(Hyperscalers)，其大部分AI资本开支都是来自现金，企业就AI投资而作出的借贷杠杆水平不高，估计要到明年底，借贷杠杆才会升至1999年至2000年科网泡沬时期的水平。但他坦言近期已减持美国科技股持仓，原因是市场开始质疑有关资本开支能够带来多少回报。与此同时，Kumar改为高配中国科技股，称相信中国科技股在未来几年甚至几十年都会是大赢家，原因是中国的大模型如DeepSeek，能够以较美国同业为低的成本，做出质素仅略逊于美国同业的大模型。Kumar预期美国今年下半年将减息两次，指AI会导致各国就业增长减少及通胀放缓，继而推动全球央行币策更为偏向鸽派。他续指，在各国财政扩张之下，全球流动性已较过往两年大增，这些资金最终都会流入不同资产类别，利好资产表现。","news_type":1,"symbols_score_info":{"00700":2,"BIDU":2,"BABA":2}},"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541689932366560,"gmtCreate":1773274117311,"gmtModify":1773277342479,"author":{"id":"3558909450416751","authorId":"3558909450416751","name":"superchance","avatar":"https://static.tigerbbs.com/b0913e949e666ea90407a6f8bf3bba2f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558909450416751","idStr":"3558909450416751"},"themes":[],"title":"","htmlText":"跌了40%垃圾玩意","listText":"跌了40%垃圾玩意","text":"跌了40%垃圾玩意","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541689932366560","repostId":"2618924504","repostType":2,"repost":{"id":"2618924504","kind":"news","pubTimestamp":1773247260,"share":"https://www.laohu8.com/m/news/2618924504?lang=zh_CN&edition=full","pubTime":"2026-03-12 00:41","market":"sh","language":"zh","title":"新思科技推出用于AI芯片设计的全新软件工具","url":"https://stock-news.laohu8.com/highlight/detail?id=2618924504","media":"环球市场播报","summary":"新思科技周三推出全新软件工具，以应对人工智能芯片设计日益复杂的挑战。这是该公司以 350 亿美元收购工程软件公司安西斯后的首批新品。　　新思科技在硅谷一场会议上公布了这些新工具。　　新思科技首席执行官萨辛加齐表示，新工具旨在将这类工程能力集成到英特尔等芯片设计厂商已在使用的软件工具中。","content":"<html><body><div>\n<p>　　新<span>思科</span><span></span>技（Synopsys）周三推出<strong>全新软件工具</strong>，以应对人工智能芯片设计日益复杂的挑战。这是该公司以 350 亿美元收购工程软件公司安西斯（Ansys）后的首批新品。</p>\n<p>　　<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>在硅谷一场会议上公布了这些新工具。数十年来，该公司一直是芯片设计软件的主要供应商之一，其软件用于规划构成芯片的<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>颗晶体管的布局，客户包括超威半导体（<span><a href=\"https://laohu8.com/S/AMD\">AMD</a></span><span></span>）、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等公司 —— 英伟达去年曾向新思科技投资 20 亿美元。</p>\n<p>　　但 AMD 和英伟达的旗舰产品早已不再是单一芯片，而是由多颗更小的 “小芯片” 以愈发复杂的方式堆叠封装而成。</p>\n<p>　　这一趋势正是收购 Ansys 的原因：芯片设计师如今必须解决原本属于机械工程师领域的问题，例如小芯片运行时产生的热量是否会导致其翘曲、膨胀，进而出现开裂、与相邻芯片脱离，毁掉一块价值数万美元的复杂芯片。</p>\n<p>　　新思科技首席执行官萨辛・加齐表示，新工具旨在将这类工程能力<strong>集成到<span><a href=\"https://laohu8.com/S/INTC\">英特尔</a></span><span></span>等芯片设计厂商已在使用的软件工具中</strong>。</p>\n<p>　　“以往工程师们会以孤立的方式完成每个设计环节，” 加齐说，“最终结果就是产品成本更高，也无法发挥最大性能。我们把这些能力前置到设计阶段，从而实现更好的性能、更低的功耗，当然还有更低的成本。”</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：郭明煜 </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>新思科技推出用于AI芯片设计的全新软件工具</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n新思科技推出用于AI芯片设计的全新软件工具\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-12 00:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-03-12/doc-inhqrvzf9109702.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新思科技（Synopsys）周三推出全新软件工具，以应对人工智能芯片设计日益复杂的挑战。这是该公司以 350 亿美元收购工程软件公司安西斯（Ansys）后的首批新品。\n　　新思科技在硅谷一场会议上公布了这些新工具。数十年来，该公司一直是芯片设计软件的主要供应商之一，其软件用于规划构成芯片的数百亿颗晶体管的布局，客户包括超威半导体（AMD）、英伟达等公司 —— 英伟达去年曾向新思科技投资 20 ...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-03-12/doc-inhqrvzf9109702.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":{"SNPX":"2倍做多SNPS ETF-Tradr","BK4543":"AI","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","BK4585":"ETF&股票定投概念","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1854103824.USD":"M&G (LUX) POSITIVE IMPACT \"A\" (USD) INC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) 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ACC"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-03-12/doc-inhqrvzf9109702.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2618924504","content_text":"新思科技（Synopsys）周三推出全新软件工具，以应对人工智能芯片设计日益复杂的挑战。这是该公司以 350 亿美元收购工程软件公司安西斯（Ansys）后的首批新品。\n　　新思科技在硅谷一场会议上公布了这些新工具。数十年来，该公司一直是芯片设计软件的主要供应商之一，其软件用于规划构成芯片的数百亿颗晶体管的布局，客户包括超威半导体（AMD）、英伟达等公司 —— 英伟达去年曾向新思科技投资 20 亿美元。\n　　但 AMD 和英伟达的旗舰产品早已不再是单一芯片，而是由多颗更小的 “小芯片” 以愈发复杂的方式堆叠封装而成。\n　　这一趋势正是收购 Ansys 的原因：芯片设计师如今必须解决原本属于机械工程师领域的问题，例如小芯片运行时产生的热量是否会导致其翘曲、膨胀，进而出现开裂、与相邻芯片脱离，毁掉一块价值数万美元的复杂芯片。\n　　新思科技首席执行官萨辛・加齐表示，新工具旨在将这类工程能力集成到英特尔等芯片设计厂商已在使用的软件工具中。\n　　“以往工程师们会以孤立的方式完成每个设计环节，” 加齐说，“最终结果就是产品成本更高，也无法发挥最大性能。我们把这些能力前置到设计阶段，从而实现更好的性能、更低的功耗，当然还有更低的成本。”\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：郭明煜","news_type":1,"symbols_score_info":{"SNPX":0.6,"SNPS":1.5}},"isVote":1,"tweetType":1,"viewCount":826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537239583122944,"gmtCreate":1772181093261,"gmtModify":1772181889255,"author":{"id":"3558909450416751","authorId":"3558909450416751","name":"superchance","avatar":"https://static.tigerbbs.com/b0913e949e666ea90407a6f8bf3bba2f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558909450416751","idStr":"3558909450416751"},"themes":[],"title":"","htmlText":"一群垃圾，上季度大跌也是这个借口，上上季度也是同样借口导致大跌，都一年了人家还是超预期增长还有什么好说的","listText":"一群垃圾，上季度大跌也是这个借口，上上季度也是同样借口导致大跌，都一年了人家还是超预期增长还有什么好说的","text":"一群垃圾，上季度大跌也是这个借口，上上季度也是同样借口导致大跌，都一年了人家还是超预期增长还有什么好说的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537239583122944","repostId":"1145545943","repostType":2,"repost":{"id":"1145545943","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":1772176200,"share":"https://www.laohu8.com/m/news/1145545943?lang=zh_CN&edition=full","pubTime":"2026-02-27 15:10","market":"us","language":"zh","title":"430亿美元利润都带不动股价？英伟达发布“史诗级超预期”业绩后为何仍遭抛售","url":"https://stock-news.laohu8.com/highlight/detail?id=1145545943","media":"老虎资讯综合","summary":"当 $英伟达$ 单季赚下430亿美元，股价却在财报后下跌逾4%。尽管摩根士丹利分析师Joseph Moore称其为芯片行业“历史级别的超预期并上调指引”，市场反应却异常冷淡。Moore指出，股价反应平淡虽令人意外，但围绕英伟达的分歧本质上是长期问题。他指出，买方机构对英伟达到2027年的盈利预期“相当合理”，因为需求“没有任何放缓迹象”。换句话说，市场正在提前交易“降温预期”，而不是当前的爆发式增长。","content":"<html><head></head><body><p>当 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 单季赚下430亿美元，股价却在财报后下跌逾4%。尽管摩根士丹利分析师Joseph Moore称其为芯片行业“历史级别的超预期并上调指引”，市场反应却异常冷淡。</p><p>从数据看几乎无可挑剔：公司营收较市场预期高出约30亿美元，业绩指引更是比分析师模型高出约50亿美元，堪称“beat and raise”的典型范本。但问题在于，这样的强劲表现或许早已被提前计价。此前，多家云计算巨头已上调资本开支预期，意味着对AI芯片的投入仍在加码，市场对超预期已有心理准备。</p><p>Moore指出，股价反应平淡虽令人意外，但围绕英伟达的分歧本质上是长期问题。投资者担心AI支出的可持续性，尤其是在云厂商持续高强度投入后，自由现金流正承受“显著压力”。换言之，市场开始追问：这轮AI军备竞赛还能烧多久？</p><p>不过Moore相对乐观。他表示，云厂商仍在要求更多算力，需求并未降温。更重要的是，行业重心正从模型训练转向推理（即运行AI模型）。推理应用更贴近商业落地，最终将转化为收入来源。“长期前景依然相当不错。”</p><p>他认为，真正可能推动股价的催化剂在后面——包括CEO Jensen Huang即将在摩根士丹利科技大会上的主题演讲，以及3月举行的GTC大会。投资者将关注更清晰的产品路线图，例如Vera Rubin平台的进展，以及后续Feynman架构的细节。</p><p>伯恩斯坦研究公司分析师Stacy Rasgon则直言，不确定投资者此时还想听到什么更多利好。他指出，买方机构对英伟达到2027年的盈利预期“相当合理”，因为需求“没有任何放缓迹象”。例如，部分买方预计公司明年每股收益有望达到12美元甚至更高，而FactSet统计的市场一致预期约为10美元。</p><p>此外，市场还担忧内存供应趋紧带来的成本压力。英伟达芯片对高带宽内存依赖度极高，而在供应紧张背景下，行业价格被推高。不过，TD Cowen投行分析师Joshua Buchalter认为，公司对75%毛利率给出的“自信但偏保守”指引本身是积极信号，且英伟达很可能已在供给紧张前锁定内存供应和价格。</p><p>即便如此，Buchalter仍对近期股价疲软感到困惑，尤其是在软件板块普遍下挫的背景下。他指出一个“奇怪现象”——软件公司似乎在被市场定价为将面临“生存性衰退”，而支撑这种未来的硬件基础设施，却同样被定价为需求将迅速下滑。</p><p>换句话说，市场正在提前交易“降温预期”，而不是当前的爆发式增长。对英伟达而言，问题已不再是业绩够不够好，而是——还能好多久。</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>430亿美元利润都带不动股价？英伟达发布“史诗级超预期”业绩后为何仍遭抛售</title>\n<style 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href=\"https://laohu8.com/S/NVDA\">英伟达</a> 单季赚下430亿美元，股价却在财报后下跌逾4%。尽管摩根士丹利分析师Joseph Moore称其为芯片行业“历史级别的超预期并上调指引”，市场反应却异常冷淡。</p><p>从数据看几乎无可挑剔：公司营收较市场预期高出约30亿美元，业绩指引更是比分析师模型高出约50亿美元，堪称“beat and raise”的典型范本。但问题在于，这样的强劲表现或许早已被提前计价。此前，多家云计算巨头已上调资本开支预期，意味着对AI芯片的投入仍在加码，市场对超预期已有心理准备。</p><p>Moore指出，股价反应平淡虽令人意外，但围绕英伟达的分歧本质上是长期问题。投资者担心AI支出的可持续性，尤其是在云厂商持续高强度投入后，自由现金流正承受“显著压力”。换言之，市场开始追问：这轮AI军备竞赛还能烧多久？</p><p>不过Moore相对乐观。他表示，云厂商仍在要求更多算力，需求并未降温。更重要的是，行业重心正从模型训练转向推理（即运行AI模型）。推理应用更贴近商业落地，最终将转化为收入来源。“长期前景依然相当不错。”</p><p>他认为，真正可能推动股价的催化剂在后面——包括CEO Jensen Huang即将在摩根士丹利科技大会上的主题演讲，以及3月举行的GTC大会。投资者将关注更清晰的产品路线图，例如Vera Rubin平台的进展，以及后续Feynman架构的细节。</p><p>伯恩斯坦研究公司分析师Stacy Rasgon则直言，不确定投资者此时还想听到什么更多利好。他指出，买方机构对英伟达到2027年的盈利预期“相当合理”，因为需求“没有任何放缓迹象”。例如，部分买方预计公司明年每股收益有望达到12美元甚至更高，而FactSet统计的市场一致预期约为10美元。</p><p>此外，市场还担忧内存供应趋紧带来的成本压力。英伟达芯片对高带宽内存依赖度极高，而在供应紧张背景下，行业价格被推高。不过，TD Cowen投行分析师Joshua Buchalter认为，公司对75%毛利率给出的“自信但偏保守”指引本身是积极信号，且英伟达很可能已在供给紧张前锁定内存供应和价格。</p><p>即便如此，Buchalter仍对近期股价疲软感到困惑，尤其是在软件板块普遍下挫的背景下。他指出一个“奇怪现象”——软件公司似乎在被市场定价为将面临“生存性衰退”，而支撑这种未来的硬件基础设施，却同样被定价为需求将迅速下滑。</p><p>换句话说，市场正在提前交易“降温预期”，而不是当前的爆发式增长。对英伟达而言，问题已不再是业绩够不够好，而是——还能好多久。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145545943","content_text":"当 英伟达 单季赚下430亿美元，股价却在财报后下跌逾4%。尽管摩根士丹利分析师Joseph Moore称其为芯片行业“历史级别的超预期并上调指引”，市场反应却异常冷淡。从数据看几乎无可挑剔：公司营收较市场预期高出约30亿美元，业绩指引更是比分析师模型高出约50亿美元，堪称“beat and raise”的典型范本。但问题在于，这样的强劲表现或许早已被提前计价。此前，多家云计算巨头已上调资本开支预期，意味着对AI芯片的投入仍在加码，市场对超预期已有心理准备。Moore指出，股价反应平淡虽令人意外，但围绕英伟达的分歧本质上是长期问题。投资者担心AI支出的可持续性，尤其是在云厂商持续高强度投入后，自由现金流正承受“显著压力”。换言之，市场开始追问：这轮AI军备竞赛还能烧多久？不过Moore相对乐观。他表示，云厂商仍在要求更多算力，需求并未降温。更重要的是，行业重心正从模型训练转向推理（即运行AI模型）。推理应用更贴近商业落地，最终将转化为收入来源。“长期前景依然相当不错。”他认为，真正可能推动股价的催化剂在后面——包括CEO Jensen Huang即将在摩根士丹利科技大会上的主题演讲，以及3月举行的GTC大会。投资者将关注更清晰的产品路线图，例如Vera Rubin平台的进展，以及后续Feynman架构的细节。伯恩斯坦研究公司分析师Stacy Rasgon则直言，不确定投资者此时还想听到什么更多利好。他指出，买方机构对英伟达到2027年的盈利预期“相当合理”，因为需求“没有任何放缓迹象”。例如，部分买方预计公司明年每股收益有望达到12美元甚至更高，而FactSet统计的市场一致预期约为10美元。此外，市场还担忧内存供应趋紧带来的成本压力。英伟达芯片对高带宽内存依赖度极高，而在供应紧张背景下，行业价格被推高。不过，TD Cowen投行分析师Joshua Buchalter认为，公司对75%毛利率给出的“自信但偏保守”指引本身是积极信号，且英伟达很可能已在供给紧张前锁定内存供应和价格。即便如此，Buchalter仍对近期股价疲软感到困惑，尤其是在软件板块普遍下挫的背景下。他指出一个“奇怪现象”——软件公司似乎在被市场定价为将面临“生存性衰退”，而支撑这种未来的硬件基础设施，却同样被定价为需求将迅速下滑。换句话说，市场正在提前交易“降温预期”，而不是当前的爆发式增长。对英伟达而言，问题已不再是业绩够不够好，而是——还能好多久。","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503460621299816,"gmtCreate":1763943370922,"gmtModify":1763943373391,"author":{"id":"3558909450416751","authorId":"3558909450416751","name":"superchance","avatar":"https://static.tigerbbs.com/b0913e949e666ea90407a6f8bf3bba2f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558909450416751","idStr":"3558909450416751"},"themes":[],"title":"","htmlText":"笔记本马上就是高通的天下了","listText":"笔记本马上就是高通的天下了","text":"笔记本马上就是高通的天下了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/503460621299816","repostId":"2585489001","repostType":2,"repost":{"id":"2585489001","kind":"news","pubTimestamp":1763904388,"share":"https://www.laohu8.com/m/news/2585489001?lang=zh_CN&edition=full","pubTime":"2025-11-23 21:26","market":"us","language":"zh","title":"11年将CPU份额提升40倍 苏姿丰：AMD有望成为第一","url":"https://stock-news.laohu8.com/highlight/detail?id=2585489001","media":"快科技","summary":"快科技11月23日消息，半导体行业女性力量不可忽视，AMD CEO苏姿丰就是行业内的铁娘子，她担任CEO一职已有11年，带领AMD重新走向辉煌。苏姿丰表示，她担任CEO已经11年，刚上任时AMD在CPU市场份额只有1%，现在做到了40%。对于未来，苏姿丰的目标很高，称AMD有机会突破50%，甚至会成为市场第一。","content":"<html><body><article><p>快科技11月23日消息，半导体行业女性力量不可忽视，<a href=\"https://laohu8.com/S/AMD\">AMD</a> CEO苏姿丰就是行业内的铁娘子，她担任CEO一职已有11年，带领AMD重新走向<a href=\"https://laohu8.com/S/002296\">辉煌</a>。</p><p>日前在接受采访时，苏姿丰谈到了自己过往的经历，坦言AMD抓住机遇的关键就是在关键时刻做出正确决策，知道科技会往哪里走，就要在哪里投资，这就是AMD在做的。</p><p>苏姿丰表示，她担任CEO已经11年，<strong>刚上任时AMD在CPU市场份额只有1%，现在做到了40%。</strong></p><p>对于未来，苏姿丰的目标很高，称AMD有机会突破50%，甚至会成为市场第一。</p><p>虽然苏姿丰没有提到明确的时间表，但是CPU份额第一确实有希望，尤其是未来几年AI浪潮下，<strong>AMD同时手握高性能CPU和GPU两张王牌，</strong>只要打好这一手牌，CPU超越老对手Intel应该没问题。</p><p>在x86处理器40多年的历史中，好像Intel一直是领先的，苏姿丰任内如果做到50%以上份额，那真的是创造历史了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251123213132857d206xdots2p4k4o\"/><p>不过苏姿丰所说的份额超40%不确定具体是那部分，调研公司Mercury公布的Q3季度数据来看，Intel依然占据整体2/3的x86市场份额，AMD拿下了1/3的份额。</p><p>虽然AMD一直在进步，但是Intel的基本盘也是非常稳的，哪怕桌面处理器出现了种种问题，但这部分市场并不算大，锐龙X3D全吃下也影响不了大局，尤其是出货量占大头的笔记本市场。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251123213146170d2063gf7gm893m1\"/></article></body></html>","source":"tencent","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>11年将CPU份额提升40倍 苏姿丰：AMD有望成为第一</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n11年将CPU份额提升40倍 苏姿丰：AMD有望成为第一\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-23 21:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251123213153a4b51151&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技11月23日消息，半导体行业女性力量不可忽视，AMD CEO苏姿丰就是行业内的铁娘子，她担任CEO一职已有11年，带领AMD重新走向辉煌。日前在接受采访时，苏姿丰谈到了自己过往的经历，坦言AMD抓住机遇的关键就是在关键时刻做出正确决策，知道科技会往哪里走，就要在哪里投资，这就是AMD在做的。苏姿丰表示，她担任CEO已经11年，刚上任时AMD在CPU市场份额只有1%，现在做到了40%。对于未来...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251123213153a4b51151&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B 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09:26","market":"hk","language":"zh","title":"禾赛科技：香港发售价格最高为每股228.00港元或29.04美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2565929845","media":"智通财经","summary":"以2525为代码在香港作双重主要上市。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/HSAI\">禾赛</a> ：启动170万股B类股份的全球发售，以2525为代码在香港联合交易所作双重主要上市。</p><p>香港发售价格最高为每股228.00港元或29.04美元。</p><p>公司已与HHLRAdvisors（高瓴集团旗下机构）、泰康人寿、WT资产管理、Grab、宏达集团及Commando Global Fund签署基石投资协议。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b611cc4f51a4fc53b57f5a8c5564221\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","source":"live_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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#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禾赛科技：香港发售价格最高为每股228.00港元或29.04美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-06 09:26 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>禾赛 ：启动170万股B类股份的全球发售，以2525为代码在香港联合交易所作双重主要上市。香港发售价格最高为每股228.00港元或29.04美元。公司已与HHLRAdvisors（高瓴集团旗下机构）、泰康人寿、WT资产管理、Grab、宏达集团及Commando Global Fund签署基石投资协议。</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/49c13b5a60cb9a42e372cac54c29da34","relate_stocks":{"02525":"禾赛-W","HSAI":"禾赛"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2565929845","content_text":"禾赛 ：启动170万股B类股份的全球发售，以2525为代码在香港联合交易所作双重主要上市。香港发售价格最高为每股228.00港元或29.04美元。公司已与HHLRAdvisors（高瓴集团旗下机构）、泰康人寿、WT资产管理、Grab、宏达集团及Commando Global Fund签署基石投资协议。","news_type":1,"symbols_score_info":{"02525":1,"HSAI":1}},"isVote":1,"tweetType":1,"viewCount":1719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474474963661024,"gmtCreate":1756808544120,"gmtModify":1756809019352,"author":{"id":"3558909450416751","authorId":"3558909450416751","name":"superchance","avatar":"https://static.tigerbbs.com/b0913e949e666ea90407a6f8bf3bba2f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558909450416751","idStr":"3558909450416751"},"themes":[],"title":"","htmlText":"一年亏损一百多亿还不倒闭真牛逼","listText":"一年亏损一百多亿还不倒闭真牛逼","text":"一年亏损一百多亿还不倒闭真牛逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474474963661024","repostId":"1148640733","repostType":2,"repost":{"id":"1148640733","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":1756805846,"share":"https://www.laohu8.com/m/news/1148640733?lang=zh_CN&edition=full","pubTime":"2025-09-02 17:37","market":"sg","language":"zh","title":"蔚来二季度总营收190.09亿元人民币，同比增长9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1148640733","media":"老虎资讯综合","summary":"9月2日，蔚来绩后一度暴跌17%，现跌8%，Q2净亏损51.41亿元，上年同期净亏损51.26亿元","content":"<html><head></head><body><p>蔚来二季度总营收190.09亿元人民币，同比增长9.0%；毛利18.98亿元，同比增长12.4%。二季度净亏损49.95亿元，同比减少1.0%；非GAAP净亏损41.27亿元，同比减少9.0%。</p><p>未来盘前股价一度大跌17%，现已转涨。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01e3ffbd33a04c8db0d04175ac87bb07\" tg-width=\"1030\" tg-height=\"411\"/></p><p>消息方面：<br/>蔚来（NIO Inc.）于2025年9月2日披露截至2025年6月30日的第二季度未经审计财报。</p><ul style=\"list-style-type: disc;\"><li><p>收入与利润：二季度总营收190.09亿元人民币（RMB19,008.7百万元），同比增长9.0%；毛利18.98亿元，同比增长12.4%；毛利率10.0%，同比提升0.3个百分点。GAAP口径每股亏损（EPS）为2.31元，较上年同期的2.50元收窄；非GAAP每股亏损为1.85元，较上年同期的2.21元收窄。二季度净亏损49.95亿元，同比减少1.0%；非GAAP净亏损41.27亿元，同比减少9.0%。</p></li><li><p>分业务：整车销售收入161.36亿元，同比增长2.9%；其他销售收入28.73亿元，同比增长62.6%。车辆毛利率为10.3%，同比下降1.9个百分点。</p></li><li><p>运营表现：二季度交付72,056辆，同比增加25.6%；其中NIO品牌47,132辆，ONVO品牌17,081辆，FIREFLY品牌7,843辆。期末现金及现金等价物、受限现金、短期投资与长期定期存款合计272亿元。</p></li></ul><p style=\"text-align: start;\">下季度展望：<br/>公司预计2025年第三季度交付87,000至91,000辆，同比增长40.7%至47.1%；预计总营收为218.12亿至228.76亿元人民币（RMB21,812–22,876百万元），同比增长16.8%至22.5%。</p><p style=\"text-align: start;\">高管语录：</p><ul style=\"list-style-type: disc;\"><li><p>William Bin Li（创始人、董事长兼CEO）表示，二季度交付同比增长25.6%，ONVO L90与全新ES8的市场反响强化了销售动能；基于需求表现，公司预计三季度交付将达8.7万至9.1万，创历史新高。其观点指向新品放量与多品牌覆盖带来的增量需求。</p></li><li><p>William Bin Li还指出，ONVO L90与全新ES8的产品体验获得用户认可，叠加电池换电与充换电网络的长期战略优势以及多品牌战略，有望在大型三排SUV细分市场重塑竞争格局，推动BEV渗透。该表述与二季度交付结构中多品牌贡献及毛利率环比改善相呼应。</p></li><li><p>Stanley Yu Qu（首席财务官）表示，自二季度起的降本增效举措已见成效，剔除组织优化费用后，非GAAP经营亏损环比改善逾30%。其强调公司正接近财务结构的拐点，运营表现呈现正向动能。该判断与二季度非GAAP经营亏损环比收窄32.1%的数据一致。</p></li></ul></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>蔚来二季度总营收190.09亿元人民币，同比增长9%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来二季度总营收190.09亿元人民币，同比增长9%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-09-02 17:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>蔚来二季度总营收190.09亿元人民币，同比增长9.0%；毛利18.98亿元，同比增长12.4%。二季度净亏损49.95亿元，同比减少1.0%；非GAAP净亏损41.27亿元，同比减少9.0%。</p><p>未来盘前股价一度大跌17%，现已转涨。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01e3ffbd33a04c8db0d04175ac87bb07\" tg-width=\"1030\" tg-height=\"411\"/></p><p>消息方面：<br/>蔚来（NIO Inc.）于2025年9月2日披露截至2025年6月30日的第二季度未经审计财报。</p><ul style=\"list-style-type: disc;\"><li><p>收入与利润：二季度总营收190.09亿元人民币（RMB19,008.7百万元），同比增长9.0%；毛利18.98亿元，同比增长12.4%；毛利率10.0%，同比提升0.3个百分点。GAAP口径每股亏损（EPS）为2.31元，较上年同期的2.50元收窄；非GAAP每股亏损为1.85元，较上年同期的2.21元收窄。二季度净亏损49.95亿元，同比减少1.0%；非GAAP净亏损41.27亿元，同比减少9.0%。</p></li><li><p>分业务：整车销售收入161.36亿元，同比增长2.9%；其他销售收入28.73亿元，同比增长62.6%。车辆毛利率为10.3%，同比下降1.9个百分点。</p></li><li><p>运营表现：二季度交付72,056辆，同比增加25.6%；其中NIO品牌47,132辆，ONVO品牌17,081辆，FIREFLY品牌7,843辆。期末现金及现金等价物、受限现金、短期投资与长期定期存款合计272亿元。</p></li></ul><p style=\"text-align: start;\">下季度展望：<br/>公司预计2025年第三季度交付87,000至91,000辆，同比增长40.7%至47.1%；预计总营收为218.12亿至228.76亿元人民币（RMB21,812–22,876百万元），同比增长16.8%至22.5%。</p><p style=\"text-align: start;\">高管语录：</p><ul style=\"list-style-type: disc;\"><li><p>William Bin Li（创始人、董事长兼CEO）表示，二季度交付同比增长25.6%，ONVO L90与全新ES8的市场反响强化了销售动能；基于需求表现，公司预计三季度交付将达8.7万至9.1万，创历史新高。其观点指向新品放量与多品牌覆盖带来的增量需求。</p></li><li><p>William Bin Li还指出，ONVO L90与全新ES8的产品体验获得用户认可，叠加电池换电与充换电网络的长期战略优势以及多品牌战略，有望在大型三排SUV细分市场重塑竞争格局，推动BEV渗透。该表述与二季度交付结构中多品牌贡献及毛利率环比改善相呼应。</p></li><li><p>Stanley Yu Qu（首席财务官）表示，自二季度起的降本增效举措已见成效，剔除组织优化费用后，非GAAP经营亏损环比改善逾30%。其强调公司正接近财务结构的拐点，运营表现呈现正向动能。该判断与二季度非GAAP经营亏损环比收窄32.1%的数据一致。</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a3b92523152bd36c422721756606e549","relate_stocks":{"NIO":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148640733","content_text":"蔚来二季度总营收190.09亿元人民币，同比增长9.0%；毛利18.98亿元，同比增长12.4%。二季度净亏损49.95亿元，同比减少1.0%；非GAAP净亏损41.27亿元，同比减少9.0%。未来盘前股价一度大跌17%，现已转涨。消息方面：蔚来（NIO Inc.）于2025年9月2日披露截至2025年6月30日的第二季度未经审计财报。收入与利润：二季度总营收190.09亿元人民币（RMB19,008.7百万元），同比增长9.0%；毛利18.98亿元，同比增长12.4%；毛利率10.0%，同比提升0.3个百分点。GAAP口径每股亏损（EPS）为2.31元，较上年同期的2.50元收窄；非GAAP每股亏损为1.85元，较上年同期的2.21元收窄。二季度净亏损49.95亿元，同比减少1.0%；非GAAP净亏损41.27亿元，同比减少9.0%。分业务：整车销售收入161.36亿元，同比增长2.9%；其他销售收入28.73亿元，同比增长62.6%。车辆毛利率为10.3%，同比下降1.9个百分点。运营表现：二季度交付72,056辆，同比增加25.6%；其中NIO品牌47,132辆，ONVO品牌17,081辆，FIREFLY品牌7,843辆。期末现金及现金等价物、受限现金、短期投资与长期定期存款合计272亿元。下季度展望：公司预计2025年第三季度交付87,000至91,000辆，同比增长40.7%至47.1%；预计总营收为218.12亿至228.76亿元人民币（RMB21,812–22,876百万元），同比增长16.8%至22.5%。高管语录：William Bin Li（创始人、董事长兼CEO）表示，二季度交付同比增长25.6%，ONVO L90与全新ES8的市场反响强化了销售动能；基于需求表现，公司预计三季度交付将达8.7万至9.1万，创历史新高。其观点指向新品放量与多品牌覆盖带来的增量需求。William Bin Li还指出，ONVO L90与全新ES8的产品体验获得用户认可，叠加电池换电与充换电网络的长期战略优势以及多品牌战略，有望在大型三排SUV细分市场重塑竞争格局，推动BEV渗透。该表述与二季度交付结构中多品牌贡献及毛利率环比改善相呼应。Stanley Yu Qu（首席财务官）表示，自二季度起的降本增效举措已见成效，剔除组织优化费用后，非GAAP经营亏损环比改善逾30%。其强调公司正接近财务结构的拐点，运营表现呈现正向动能。该判断与二季度非GAAP经营亏损环比收窄32.1%的数据一致。","news_type":1,"symbols_score_info":{"NIO":1.1}},"isVote":1,"tweetType":1,"viewCount":1532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":473201884741912,"gmtCreate":1756559558475,"gmtModify":1756559560232,"author":{"id":"3558909450416751","authorId":"3558909450416751","name":"superchance","avatar":"https://static.tigerbbs.com/b0913e949e666ea90407a6f8bf3bba2f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558909450416751","idStr":"3558909450416751"},"themes":[],"title":"","htmlText":"财报前大跌，mad","listText":"财报前大跌，mad","text":"财报前大跌，mad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/473201884741912","repostId":"1177228929","repostType":2,"repost":{"id":"1177228929","kind":"news","weMediaInfo":{"introduction":"专注财报前瞻、财报解析的大模型Agent","home_visible":1,"media_name":"财报Agent","id":"1017018787","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1756284958,"share":"https://www.laohu8.com/m/news/1177228929?lang=zh_CN&edition=full","pubTime":"2025-08-27 16:55","market":"us","language":"zh","title":"财报前瞻 | 博通营收预计158亿美元，AI定制芯片与高速网络驱动业绩爆发","url":"https://stock-news.laohu8.com/highlight/detail?id=1177228929","media":"财报Agent","summary":"此前公司指引显示，第三季度营收约158亿美元，同比增长约21%，EBITDA利润率预计至少维持66%。上季度回顾博通2025财年第二季度营收150亿美元，同比增长20%，略超预期；调整后每股收益1.58美元，增长43.6%；净利润达77.87亿美元，增长44%。数据中心及网络半导体业务营收84.1亿美元，增长16.7%。预计AI需求带动XPU与高性能网络增长，VMware保持增长动力。ASIC动能超预期，AI芯片量价结构改善。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AVGO\">博通</a>将于美东时间2025年9月4日盘后公布2025财年第三季度财报。根据彭博社一致预期，公司本季度营收预计达到158.27亿美元，同比增长21.07%；调整后每股收益预计为1.67美元，同比增长34%。</p><p>此前公司指引显示，第三季度营收约158亿美元，同比增长约21%，EBITDA利润率预计至少维持66%。在AI业务方面，<a href=\"https://laohu8.com/S/600455\">博通</a>预计本季度AI半导体营收将达到51亿美元，实现连续第十个季度增长。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/762a1cad5d961c0750db26f4017374bd\" tg-width=\"1157\" tg-height=\"395\"/></p><h2 id=\"id_3364547592\">上季度回顾</h2><p>博通2025财年第二季度营收150亿美元，同比增长20%，略超预期；调整后每股收益1.58美元，增长43.6%；净利润达77.87亿美元，增长44%。EBITDA为100.01亿美元，占营收比66.7%，同比增长34.6%。数据中心及网络半导体业务营收84.1亿美元，增长16.7%。</p><p>AI芯片收入同比增长46%，达到44亿美元，但增速较上一季度的77%有所放缓。CEO陈福阳表示，营收创新高主要受半导体解决方案和云计算公司VMware业务驱动。</p><h2 id=\"id_27036111\">本季度看点</h2><h3 id=\"id_2179892727\">1. 定制AI加速器（XPU）业务持续高速增长</h3><p>依托<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>TPUv6p等领先客户，定制XPU出货稳步提升，预计2025财年AI收入同比增约60%。投资者关注TPUv6p出货趋势及订单转化，尤其是单价能否持续提升。定制XPU的高算力与能效优势助力超大规模数据中心应用。</p><h3 id=\"id_238079772\">2. 以太网交换芯片需求强劲，推动网络业务增长</h3><p>Tomahawk 6等新一代交换芯片已开始出货，支持102.4Tbps交换能力，提升数据中心网络吞吐及能效。1.6T光模块升级增强集群扩展性和性价比，巩固高端交换/路由市场领先地位。重点关注产品交付节奏及客户验收。</p><h3 id=\"id_4032867582\">3. VMware整合带来稳定现金流与软件业务协同</h3><p>收购VMware增强软件业务板块，2025财年二季度VMware营收66亿美元，毛利率提升，续约率和跨售稳步加强。订阅制业务提升现金流可见度，降低业绩波动风险。关注续约节奏、订阅迁移及企业级AI和云基础设施创新。</p><h3 id=\"id_3581728341\">4. 财务表现稳健，股东回报力度加大</h3><p>第二季度营收利润双增长，EBITDA利润率超66%，自由现金流创历史新高。公司持续加大股息回报。第三季度将检验增长势头在宏观不确定环境下的持续性。</p><h3 id=\"id_2889162001\">5. 先进制程与封装技术对产能影响</h3><p>2nm制程与3.5D封装技术带来良率及产能节奏挑战，供应链稳定性和产线稼动率将影响芯片出货速度和利润率。投资者需关注管理层风险管控。</p><h3 id=\"id_3808221494\">6. 市场竞争与客户项目节奏带来的短期波动</h3><p>代际产品转换和客户侧产品迭代可能引发收入和毛利波动，单一大客户订单节奏对短期业绩影响明显。关注管理层应对策略及指引。</p><h2 id=\"id_34158634\">分析师观点</h2><ul style=\"\"><li><p><strong><a href=\"https://laohu8.com/S/UBS\">瑞银</a></strong>：维持买入，目标价345美元。看好<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>TPUv6p出货趋势及定制芯片中长期市场潜力。</p></li><li><p><strong><a href=\"https://laohu8.com/S/JPM\">摩根大通</a></strong>：维持增持，目标价325美元。预计AI需求带动XPU与高性能网络增长，VMware保持增长动力。</p></li><li><p><strong><a href=\"https://laohu8.com/S/HSBC\">汇丰</a></strong>：评级上调至买入，目标价400美元。ASIC动能超预期，AI芯片量价结构改善。</p></li><li><p><strong>美银证券</strong>：维持买入，目标价300美元。强调现金流和股息提升空间。</p></li><li><p><strong>瑞穗证券</strong>：维持买入，目标价315美元。看好AI网络与VMware双引擎带来的确定性。</p></li></ul><h2 id=\"id_2807104868\">总结</h2><p>博通凭借定制AI加速器和高速以太网芯片的双轮驱动，加上VMware软件业务稳定现金流，展现强劲增长韧性。市场普遍看好其第三季度业绩及未来指引，认为硬件订单交付顺畅及软件续约稳健将推动持续增长。投资者应关注9月4日财报及管理层指引，评估公司中长期增长潜力。</p><p><em>此内容基于tiger AI及彭博数据生成，内容仅供参考。</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>财报前瞻 | 博通营收预计158亿美元，AI定制芯片与高速网络驱动业绩爆发</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; 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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财报前瞻 | 博通营收预计158亿美元，AI定制芯片与高速网络驱动业绩爆发\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2025-08-27 16:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/AVGO\">博通</a>将于美东时间2025年9月4日盘后公布2025财年第三季度财报。根据彭博社一致预期，公司本季度营收预计达到158.27亿美元，同比增长21.07%；调整后每股收益预计为1.67美元，同比增长34%。</p><p>此前公司指引显示，第三季度营收约158亿美元，同比增长约21%，EBITDA利润率预计至少维持66%。在AI业务方面，<a href=\"https://laohu8.com/S/600455\">博通</a>预计本季度AI半导体营收将达到51亿美元，实现连续第十个季度增长。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/762a1cad5d961c0750db26f4017374bd\" tg-width=\"1157\" tg-height=\"395\"/></p><h2 id=\"id_3364547592\">上季度回顾</h2><p>博通2025财年第二季度营收150亿美元，同比增长20%，略超预期；调整后每股收益1.58美元，增长43.6%；净利润达77.87亿美元，增长44%。EBITDA为100.01亿美元，占营收比66.7%，同比增长34.6%。数据中心及网络半导体业务营收84.1亿美元，增长16.7%。</p><p>AI芯片收入同比增长46%，达到44亿美元，但增速较上一季度的77%有所放缓。CEO陈福阳表示，营收创新高主要受半导体解决方案和云计算公司VMware业务驱动。</p><h2 id=\"id_27036111\">本季度看点</h2><h3 id=\"id_2179892727\">1. 定制AI加速器（XPU）业务持续高速增长</h3><p>依托<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>TPUv6p等领先客户，定制XPU出货稳步提升，预计2025财年AI收入同比增约60%。投资者关注TPUv6p出货趋势及订单转化，尤其是单价能否持续提升。定制XPU的高算力与能效优势助力超大规模数据中心应用。</p><h3 id=\"id_238079772\">2. 以太网交换芯片需求强劲，推动网络业务增长</h3><p>Tomahawk 6等新一代交换芯片已开始出货，支持102.4Tbps交换能力，提升数据中心网络吞吐及能效。1.6T光模块升级增强集群扩展性和性价比，巩固高端交换/路由市场领先地位。重点关注产品交付节奏及客户验收。</p><h3 id=\"id_4032867582\">3. VMware整合带来稳定现金流与软件业务协同</h3><p>收购VMware增强软件业务板块，2025财年二季度VMware营收66亿美元，毛利率提升，续约率和跨售稳步加强。订阅制业务提升现金流可见度，降低业绩波动风险。关注续约节奏、订阅迁移及企业级AI和云基础设施创新。</p><h3 id=\"id_3581728341\">4. 财务表现稳健，股东回报力度加大</h3><p>第二季度营收利润双增长，EBITDA利润率超66%，自由现金流创历史新高。公司持续加大股息回报。第三季度将检验增长势头在宏观不确定环境下的持续性。</p><h3 id=\"id_2889162001\">5. 先进制程与封装技术对产能影响</h3><p>2nm制程与3.5D封装技术带来良率及产能节奏挑战，供应链稳定性和产线稼动率将影响芯片出货速度和利润率。投资者需关注管理层风险管控。</p><h3 id=\"id_3808221494\">6. 市场竞争与客户项目节奏带来的短期波动</h3><p>代际产品转换和客户侧产品迭代可能引发收入和毛利波动，单一大客户订单节奏对短期业绩影响明显。关注管理层应对策略及指引。</p><h2 id=\"id_34158634\">分析师观点</h2><ul style=\"\"><li><p><strong><a href=\"https://laohu8.com/S/UBS\">瑞银</a></strong>：维持买入，目标价345美元。看好<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>TPUv6p出货趋势及定制芯片中长期市场潜力。</p></li><li><p><strong><a href=\"https://laohu8.com/S/JPM\">摩根大通</a></strong>：维持增持，目标价325美元。预计AI需求带动XPU与高性能网络增长，VMware保持增长动力。</p></li><li><p><strong><a href=\"https://laohu8.com/S/HSBC\">汇丰</a></strong>：评级上调至买入，目标价400美元。ASIC动能超预期，AI芯片量价结构改善。</p></li><li><p><strong>美银证券</strong>：维持买入，目标价300美元。强调现金流和股息提升空间。</p></li><li><p><strong>瑞穗证券</strong>：维持买入，目标价315美元。看好AI网络与VMware双引擎带来的确定性。</p></li></ul><h2 id=\"id_2807104868\">总结</h2><p>博通凭借定制AI加速器和高速以太网芯片的双轮驱动，加上VMware软件业务稳定现金流，展现强劲增长韧性。市场普遍看好其第三季度业绩及未来指引，认为硬件订单交付顺畅及软件续约稳健将推动持续增长。投资者应关注9月4日财报及管理层指引，评估公司中长期增长潜力。</p><p><em>此内容基于tiger AI及彭博数据生成，内容仅供参考。</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/52494a0148c812202dfea33f1ee9a9b0","relate_stocks":{"AVGO":"博通"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177228929","content_text":"博通将于美东时间2025年9月4日盘后公布2025财年第三季度财报。根据彭博社一致预期，公司本季度营收预计达到158.27亿美元，同比增长21.07%；调整后每股收益预计为1.67美元，同比增长34%。此前公司指引显示，第三季度营收约158亿美元，同比增长约21%，EBITDA利润率预计至少维持66%。在AI业务方面，博通预计本季度AI半导体营收将达到51亿美元，实现连续第十个季度增长。上季度回顾博通2025财年第二季度营收150亿美元，同比增长20%，略超预期；调整后每股收益1.58美元，增长43.6%；净利润达77.87亿美元，增长44%。EBITDA为100.01亿美元，占营收比66.7%，同比增长34.6%。数据中心及网络半导体业务营收84.1亿美元，增长16.7%。AI芯片收入同比增长46%，达到44亿美元，但增速较上一季度的77%有所放缓。CEO陈福阳表示，营收创新高主要受半导体解决方案和云计算公司VMware业务驱动。本季度看点1. 定制AI加速器（XPU）业务持续高速增长依托谷歌TPUv6p等领先客户，定制XPU出货稳步提升，预计2025财年AI收入同比增约60%。投资者关注TPUv6p出货趋势及订单转化，尤其是单价能否持续提升。定制XPU的高算力与能效优势助力超大规模数据中心应用。2. 以太网交换芯片需求强劲，推动网络业务增长Tomahawk 6等新一代交换芯片已开始出货，支持102.4Tbps交换能力，提升数据中心网络吞吐及能效。1.6T光模块升级增强集群扩展性和性价比，巩固高端交换/路由市场领先地位。重点关注产品交付节奏及客户验收。3. VMware整合带来稳定现金流与软件业务协同收购VMware增强软件业务板块，2025财年二季度VMware营收66亿美元，毛利率提升，续约率和跨售稳步加强。订阅制业务提升现金流可见度，降低业绩波动风险。关注续约节奏、订阅迁移及企业级AI和云基础设施创新。4. 财务表现稳健，股东回报力度加大第二季度营收利润双增长，EBITDA利润率超66%，自由现金流创历史新高。公司持续加大股息回报。第三季度将检验增长势头在宏观不确定环境下的持续性。5. 先进制程与封装技术对产能影响2nm制程与3.5D封装技术带来良率及产能节奏挑战，供应链稳定性和产线稼动率将影响芯片出货速度和利润率。投资者需关注管理层风险管控。6. 市场竞争与客户项目节奏带来的短期波动代际产品转换和客户侧产品迭代可能引发收入和毛利波动，单一大客户订单节奏对短期业绩影响明显。关注管理层应对策略及指引。分析师观点瑞银：维持买入，目标价345美元。看好谷歌TPUv6p出货趋势及定制芯片中长期市场潜力。摩根大通：维持增持，目标价325美元。预计AI需求带动XPU与高性能网络增长，VMware保持增长动力。汇丰：评级上调至买入，目标价400美元。ASIC动能超预期，AI芯片量价结构改善。美银证券：维持买入，目标价300美元。强调现金流和股息提升空间。瑞穗证券：维持买入，目标价315美元。看好AI网络与VMware双引擎带来的确定性。总结博通凭借定制AI加速器和高速以太网芯片的双轮驱动，加上VMware软件业务稳定现金流，展现强劲增长韧性。市场普遍看好其第三季度业绩及未来指引，认为硬件订单交付顺畅及软件续约稳健将推动持续增长。投资者应关注9月4日财报及管理层指引，评估公司中长期增长潜力。此内容基于tiger AI及彭博数据生成，内容仅供参考。","news_type":1,"symbols_score_info":{"AVGO":1.1}},"isVote":1,"tweetType":1,"viewCount":1905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467055524512152,"gmtCreate":1755044032244,"gmtModify":1755044034146,"author":{"id":"3558909450416751","authorId":"3558909450416751","name":"superchance","avatar":"https://static.tigerbbs.com/b0913e949e666ea90407a6f8bf3bba2f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558909450416751","idStr":"3558909450416751"},"themes":[],"title":"","htmlText":"以前每次减仓都暴跌，最近一个月无惧股东减仓，说明就是被主力控制了","listText":"以前每次减仓都暴跌，最近一个月无惧股东减仓，说明就是被主力控制了","text":"以前每次减仓都暴跌，最近一个月无惧股东减仓，说明就是被主力控制了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467055524512152","repostId":"1130672856","repostType":2,"repost":{"id":"1130672856","kind":"news","weMediaInfo":{"introduction":"重大公告快速掌握","home_visible":1,"media_name":"老虎公告助手","id":"1094185691","head_image":"https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5"},"pubTimestamp":1755030025,"share":"https://www.laohu8.com/m/news/1130672856?lang=zh_CN&edition=full","pubTime":"2025-08-13 04:20","market":"us","language":"zh","title":"Form 144 | Astera Labs高管Michael Tate拟减持10万股，总价约1912万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1130672856","media":"老虎公告助手","summary":"Astera Labs高管Michael Tate拟于美东时间2025年8月12日出售10万股Astera Labs普通股票，总市值约1912万美元。过去3个月内，Michael Tate已累计减持70.7万股，共获得约6200万美元。","content":"Astera Labs高管Michael Tate拟于美东时间2025年8月12日出售10万股Astera Labs普通股票，总市值约1912万美元。过去3个月内，Michael Tate已累计减持70.7万股，共获得约6200万美元。","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>Form 144 | Astera Labs高管Michael Tate拟减持10万股，总价约1912万美元</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForm 144 | Astera Labs高管Michael Tate拟减持10万股，总价约1912万美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1094185691\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎公告助手 </p>\n<p class=\"h-time\">2025-08-13 04:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nAstera Labs高管Michael Tate拟于美东时间2025年8月12日出售10万股Astera Labs普通股票，总市值约1912万美元。过去3个月内，Michael Tate已累计减持70.7万股，共获得约6200万美元。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ALAB":"Astera Labs, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130672856","content_text":"Astera Labs高管Michael Tate拟于美东时间2025年8月12日出售10万股Astera Labs普通股票，总市值约1912万美元。过去3个月内，Michael Tate已累计减持70.7万股，共获得约6200万美元。","news_type":1,"symbols_score_info":{"ALAB":1}},"isVote":1,"tweetType":1,"viewCount":2052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464686934274432,"gmtCreate":1754474558329,"gmtModify":1754474559920,"author":{"id":"3558909450416751","authorId":"3558909450416751","name":"superchance","avatar":"https://static.tigerbbs.com/b0913e949e666ea90407a6f8bf3bba2f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558909450416751","idStr":"3558909450416751"},"themes":[],"title":"","htmlText":"120","listText":"120","text":"120","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464686934274432","isVote":1,"tweetType":1,"viewCount":1822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":462561225667008,"gmtCreate":1753935636706,"gmtModify":1753935638422,"author":{"id":"3558909450416751","authorId":"3558909450416751","name":"superchance","avatar":"https://static.tigerbbs.com/b0913e949e666ea90407a6f8bf3bba2f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558909450416751","idStr":"3558909450416751"},"themes":[],"title":"","htmlText":"100","listText":"100","text":"100","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462561225667008","isVote":1,"tweetType":1,"viewCount":1990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":552105570345624,"gmtCreate":1775825966178,"gmtModify":1775826471263,"author":{"id":"3558909450416751","authorId":"3558909450416751","name":"superchance","avatar":"https://static.tigerbbs.com/b0913e949e666ea90407a6f8bf3bba2f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558909450416751","idStr":"3558909450416751"},"themes":[],"title":"","htmlText":"mrvel就是个垃圾股立帖为证","listText":"mrvel就是个垃圾股立帖为证","text":"mrvel就是个垃圾股立帖为证","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/552105570345624","repostId":"2626198582","repostType":2,"repost":{"id":"2626198582","kind":"news","pubTimestamp":1775825765,"share":"https://www.laohu8.com/m/news/2626198582?lang=zh_CN&edition=full","pubTime":"2026-04-10 20:56","market":"us","language":"zh","title":"当AI数据中心越来越相信光的力量，“光互连+硅光子”引擎点燃迈威尔新一轮牛市","url":"https://stock-news.laohu8.com/highlight/detail?id=2626198582","media":"智通财经","summary":"智通财经APP获悉，聚焦于大型AI数据中心定制化AI芯片与光互连技术，以及作为亚马逊AWS Trainium系列AI ASIC最大规模合作伙伴之一的迈威尔科技股价截至周四美股收盘大幅上涨近5%，今年以来该芯片巨头股价涨幅高达40%，大幅跑赢标普500指数以及有着“科技股风向标”称号的纳斯达克100指数。数据中心越来越相信光的力量!","content":"<html><head></head><body><p style=\"text-align: left;\">聚焦于大型AI数据中心定制化AI芯片(即AI ASIC)与光互连技术，以及作为<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>AWS Trainium系列AI ASIC最大规模合作伙伴之一的<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>(MRVL.US)股价截至周四美股收盘大幅上涨近5%，今年以来该芯片巨头股价涨幅高达40%，大幅跑赢<a href=\"https://laohu8.com/S/161125\">标普500</a>指数以及有着“科技股风向标”称号的纳斯达克100指数。 <strong><a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a></strong> <strong>(Marvell)这一轮股价再定价/基本面重估的核心引擎，正是“AI ASIC/XPU + 光学技术”这两条硬核逻辑的共振，而不是单一的芯片需求题材所驱动。</strong></p><p style=\"text-align: left;\">同样在美东时间周四，华尔街金融巨头<a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a><strong>因光互连/硅光子产品增长前景将该股评级从“持有”上调至“增持”，同时该行还将该股目标价从105美元大幅上调至150美元。</strong>截至周四美股收盘，迈威尔科技股价收于119.930美元。</p><p style=\"text-align: left;\">AI ASIC无疑是迈威尔科技估值与基本面增长中枢上移的第一根核心支柱，<a href=\"https://laohu8.com/S/AVGO\">博通</a>与迈威尔最新公布的强劲财报足以说明AI ASIC前所未见的强劲增长逻辑正在被“财报级证据”快速确认。席卷全球的生成式AI热潮加快了云计算与芯片巨头们的AI芯片开发进程，它们正争相为先进的大型AI数据中心设计速度最快且能效最为强劲的AI算力基础设施集群。</p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/600455\">博通</a>及其最大竞争对手迈威尔公司主要聚焦于利用自身在高速互连和芯片IP领域绝对优势来携手亚马逊、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和<a href=\"https://laohu8.com/S/MSFT\">微软</a>等云计算巨头们共同打造出根据其AI数据中心具体需求量身定制的AI ASIC算力集群</strong>，而这项ASIC业务已经成长为两家公司的一项非常重要业务，比如博通联手<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>所打造的TPU AI算力集群就是一种最典型的AI ASIC技术路线。</p><p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\"><span style=\"color: rgb(186, 55, 42);\">ASIC+光学业务高增长逻辑，华尔街向迈威尔投来看涨研报</span></h2><p style=\"text-align: left;\">光互连，则是华尔街分析师们看涨迈威尔科技股价前景以及基本面扩张逻辑的第二大核心支柱，同时也是<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>以20亿美元投资该公司的重要因素。当连接距离超过约10米后，铜缆互连已无法高速满足大型AI数据中心所需的带宽与距离要求;此时必须转向光互连系统，而光学器件里的核心硬件正是迈威尔擅长的一系列optical DSP以及光学互连产品。</p><p style=\"text-align: left;\"><strong>光互连集中于服务器之间、交换机之间、机架之间、数据中心之间的高速链路，如果再往前看一步，迈威尔遥遥领先的硅光子技术也是华尔街看好该公司股价的核心逻辑，硅光子并不是和光互连平行的替代概念，而更像是把光从机柜外、机架间，进一步推进到机架内、系统内、甚至封装内的关键技术实现。</strong>更准确地说，硅光子技术更偏向把光学传输往芯片/封装/I/O 侧推进，这也是迈威尔为何选择以高昂代价收购Celestial。</p><p style=\"text-align: left;\">此外，分析师们对于迈威尔SSD存储芯片主控业务创收前景也愈发乐观，堪称是该公司基本面大幅扩张预期的第三支柱。<strong>在大模型训练/推理体系中，I/O带宽、持久存储访问效率与内存池互联效率同样约束整体训练成本与性能，迈威尔科技的SSD主控芯片、NVMe/CXL缓存控制器以及高带宽存储互联产品线正是存储需求强劲增长的重要组成。</strong>这些高度专用控制ASIC虽不像指数级扩张的AI ASIC业务那样显眼，但其对超大参数AI模型的数据态处理至关重要，直接推动数据中心层级的系统效率与服务质量。</p><p style=\"text-align: left;\">从华尔街最近的表述看，市场已不再只把迈威尔科技当作一个泛数据中心AI芯片公司，<strong>而是开始把它视为一边承接大型云计算巨头们自研 XPU/ASIC超级大浪潮，一边在AI算力集群带宽爆炸式扩张中率先吃到基于光互连的大规模升级以及硅光子发展红利的“双轮资产”。</strong></p><p style=\"text-align: left;\">以Tom O&#39;Malley为首的<a href=\"https://laohu8.com/S/BARC.UK\">巴克莱银行</a>分析师表示，迈威尔首先并且最重要的是一家前沿光学技术公司，而随着数据中心端口数量快速增长，光学市场的增长本身就足以支撑这家公司强劲创收预期。分析师们补充称，<strong>行业调研显示，光学级别的端口数量应会在2026年至少实现翻倍，并在2027年再次实现翻倍。</strong></p><p style=\"text-align: left;\">几乎同一时间，来自另一华尔街大行花旗的分析师们表示，<strong>在“把核心芯片更紧密地连接于单一系统内部”这一点上，迈威尔科技可能扩大其在更大规模AI算力集群中的角色。</strong></p><p style=\"text-align: left;\">“我们的测算数据表明，即便有部分光学市场份额转移给博通，整体的泛光学业务今年和明年仍可为迈威尔带来大约90%的强劲增长规模。我们在下方列出了一种情景：即便完全剔除微软订单、假设亚马逊没有任何单位增长，并对XPU搭载率进行折价处理，我们仍然能得出约5美元的每股盈利。然而，我们并不认同这些假设，事实上，在英伟达公布NVLink Fusion公告以及英伟达投资迈威尔的最新决议之后，我们对微软以及亚马逊的加速爬坡更有信心。”O&#39;Malley领导的巴克莱分析师团队表示。</p><p style=\"text-align: left;\">这些分析师指出，市场对于迈威尔公司的投资逻辑将归结为其能否执行一项逻辑已被充分理解且极度偏乐观的业绩预测，<strong>并且他们认为，市场的看涨叙事论调正越来越大规模地转向光学业务。</strong></p><p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\"><span style=\"color: rgb(186, 55, 42);\">数据中心越来越相信光的力量! 手握“光互连+硅光子”的迈威尔踏向新一轮牛市轨迹</span></h2><p style=\"text-align: left;\">毋庸置疑的是，未来无论是英伟达AI GPU算力基础设施集群还是谷歌TPU集群(TPU代表的是AI ASIC技术路线)，都离不开迈威尔科技所代表的这类光互连与最前沿硅光子能力。<strong>迈威尔的中长期估值溢价层面，越来越来自光互连层面的增长逻辑，以及硅光子技术向全球各大数据中心的更深层渗透——因为那意味着迈威尔光学可以从板卡边缘器件，往机架级、系统级乃至芯片内部封装级互连核心部件上迁移。</strong></p><p style=\"text-align: left;\">迈威尔科技在2025年末收购Celestial AI公司时就在声明中直接写道：<strong>下一步光学技术的重要拐点是“机架内、系统内、甚至封装内的电连接向光学迁移”，而Celestial的Photonic Fabric 能把光学I/O技术做到package、system甚至rack级别，并为scale-up光学网络提供比铜更高带宽、更低功耗和更长距离的基于光互连系统的连接。</strong></p><p style=\"text-align: left;\">从OFC 2026 的整体数据中心光互连发展风向看，超大规模AI数据中心越来越相信“光的力量”，<strong>AI算力产业链的主线已经非常清晰：超大规模AI数据中心的瓶颈正从单芯片算力转向“集群级光学互连带宽、能耗和可扩展性”，这也是为何华尔街分析师们近期集体向迈威尔科技投来看涨研报，华尔街最乐观目标价甚至高达160美元，高于巴克莱最新预期。</strong></p><p style=\"text-align: left;\">TPU与GPU算力群这类AI超级集群中，都有一个核心共性：需要极高带宽、极低延迟、以及极高能效的数据中心内部互连。 传统铜缆或电子交换方案在扩展到数千甚至数万芯片规模时，会因功耗与热损耗爆炸性增长而无法满足需求;<strong>光互连技术(主要包括共封装光学CPO、硅光子交换机、<a href=\"https://laohu8.com/S/600184\">光电</a>路交换OCS)以及更加前沿的硅光子级别光学I/O技术能用光信号替代电信号，在大规模AI训练/推理网络中显著提升带宽密度与能效，并减少延迟与功耗，这种对更高光互连容量的需求正是GPU与TPU集群共通的。</strong></p><p style=\"text-align: left;\">随着英伟达主导的AI机柜算力集群，以及scale-up/scale-out高性能网络、1.6T乃至CPO技术发展演进，硬件瓶颈正越来越多地从“算力芯片本身”转向“光学级别带宽、功耗和信号完整性”。<strong>英伟达在3月宣布向迈威尔科技投资20亿美元，两家公司共同揭晓了战略合作伙伴关系，旨在通过英伟达的NVLinkFusion将迈威尔连接至英伟达的AI工厂和AI-RAN生态系统，凸显出英伟达欲携手迈威尔科技携手加速推进数据中心光互连与硅光子技术。</strong></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>当AI数据中心越来越相信光的力量，“光互连+硅光子”引擎点燃迈威尔新一轮牛市</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n当AI数据中心越来越相信光的力量，“光互连+硅光子”引擎点燃迈威尔新一轮牛市\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-10 20:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1427051.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>聚焦于大型AI数据中心定制化AI芯片(即AI ASIC)与光互连技术，以及作为亚马逊AWS Trainium系列AI ASIC最大规模合作伙伴之一的迈威尔科技(MRVL.US)股价截至周四美股收盘大幅上涨近5%，今年以来该芯片巨头股价涨幅高达40%，大幅跑赢标普500指数以及有着“科技股风向标”称号的纳斯达克100指数。 迈威尔科技 (Marvell)这一轮股价再定价/基本面重估的核心引擎，正是“...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1427051.html\">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/dad0ce7e8d3dd5f9d288c0bf69c69ce3","relate_stocks":{"LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","MRVL":"迈威尔科技","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","BK4588":"碎股","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","MRVU":"Direxion Daily MRVL Bull 2X ETF","MVLL":"2倍做多MRVL 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(HKD) INC","BK4543":"AI","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H"},"source_url":"http://www.zhitongcaijing.com/content/detail/1427051.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2626198582","content_text":"聚焦于大型AI数据中心定制化AI芯片(即AI ASIC)与光互连技术，以及作为亚马逊AWS Trainium系列AI ASIC最大规模合作伙伴之一的迈威尔科技(MRVL.US)股价截至周四美股收盘大幅上涨近5%，今年以来该芯片巨头股价涨幅高达40%，大幅跑赢标普500指数以及有着“科技股风向标”称号的纳斯达克100指数。 迈威尔科技 (Marvell)这一轮股价再定价/基本面重估的核心引擎，正是“AI ASIC/XPU + 光学技术”这两条硬核逻辑的共振，而不是单一的芯片需求题材所驱动。同样在美东时间周四，华尔街金融巨头巴克莱银行因光互连/硅光子产品增长前景将该股评级从“持有”上调至“增持”，同时该行还将该股目标价从105美元大幅上调至150美元。截至周四美股收盘，迈威尔科技股价收于119.930美元。AI ASIC无疑是迈威尔科技估值与基本面增长中枢上移的第一根核心支柱，博通与迈威尔最新公布的强劲财报足以说明AI ASIC前所未见的强劲增长逻辑正在被“财报级证据”快速确认。席卷全球的生成式AI热潮加快了云计算与芯片巨头们的AI芯片开发进程，它们正争相为先进的大型AI数据中心设计速度最快且能效最为强劲的AI算力基础设施集群。博通及其最大竞争对手迈威尔公司主要聚焦于利用自身在高速互连和芯片IP领域绝对优势来携手亚马逊、谷歌和微软等云计算巨头们共同打造出根据其AI数据中心具体需求量身定制的AI ASIC算力集群，而这项ASIC业务已经成长为两家公司的一项非常重要业务，比如博通联手谷歌所打造的TPU AI算力集群就是一种最典型的AI ASIC技术路线。ASIC+光学业务高增长逻辑，华尔街向迈威尔投来看涨研报光互连，则是华尔街分析师们看涨迈威尔科技股价前景以及基本面扩张逻辑的第二大核心支柱，同时也是英伟达以20亿美元投资该公司的重要因素。当连接距离超过约10米后，铜缆互连已无法高速满足大型AI数据中心所需的带宽与距离要求;此时必须转向光互连系统，而光学器件里的核心硬件正是迈威尔擅长的一系列optical DSP以及光学互连产品。光互连集中于服务器之间、交换机之间、机架之间、数据中心之间的高速链路，如果再往前看一步，迈威尔遥遥领先的硅光子技术也是华尔街看好该公司股价的核心逻辑，硅光子并不是和光互连平行的替代概念，而更像是把光从机柜外、机架间，进一步推进到机架内、系统内、甚至封装内的关键技术实现。更准确地说，硅光子技术更偏向把光学传输往芯片/封装/I/O 侧推进，这也是迈威尔为何选择以高昂代价收购Celestial。此外，分析师们对于迈威尔SSD存储芯片主控业务创收前景也愈发乐观，堪称是该公司基本面大幅扩张预期的第三支柱。在大模型训练/推理体系中，I/O带宽、持久存储访问效率与内存池互联效率同样约束整体训练成本与性能，迈威尔科技的SSD主控芯片、NVMe/CXL缓存控制器以及高带宽存储互联产品线正是存储需求强劲增长的重要组成。这些高度专用控制ASIC虽不像指数级扩张的AI ASIC业务那样显眼，但其对超大参数AI模型的数据态处理至关重要，直接推动数据中心层级的系统效率与服务质量。从华尔街最近的表述看，市场已不再只把迈威尔科技当作一个泛数据中心AI芯片公司，而是开始把它视为一边承接大型云计算巨头们自研 XPU/ASIC超级大浪潮，一边在AI算力集群带宽爆炸式扩张中率先吃到基于光互连的大规模升级以及硅光子发展红利的“双轮资产”。以Tom O'Malley为首的巴克莱银行分析师表示，迈威尔首先并且最重要的是一家前沿光学技术公司，而随着数据中心端口数量快速增长，光学市场的增长本身就足以支撑这家公司强劲创收预期。分析师们补充称，行业调研显示，光学级别的端口数量应会在2026年至少实现翻倍，并在2027年再次实现翻倍。几乎同一时间，来自另一华尔街大行花旗的分析师们表示，在“把核心芯片更紧密地连接于单一系统内部”这一点上，迈威尔科技可能扩大其在更大规模AI算力集群中的角色。“我们的测算数据表明，即便有部分光学市场份额转移给博通，整体的泛光学业务今年和明年仍可为迈威尔带来大约90%的强劲增长规模。我们在下方列出了一种情景：即便完全剔除微软订单、假设亚马逊没有任何单位增长，并对XPU搭载率进行折价处理，我们仍然能得出约5美元的每股盈利。然而，我们并不认同这些假设，事实上，在英伟达公布NVLink Fusion公告以及英伟达投资迈威尔的最新决议之后，我们对微软以及亚马逊的加速爬坡更有信心。”O'Malley领导的巴克莱分析师团队表示。这些分析师指出，市场对于迈威尔公司的投资逻辑将归结为其能否执行一项逻辑已被充分理解且极度偏乐观的业绩预测，并且他们认为，市场的看涨叙事论调正越来越大规模地转向光学业务。数据中心越来越相信光的力量! 手握“光互连+硅光子”的迈威尔踏向新一轮牛市轨迹毋庸置疑的是，未来无论是英伟达AI GPU算力基础设施集群还是谷歌TPU集群(TPU代表的是AI ASIC技术路线)，都离不开迈威尔科技所代表的这类光互连与最前沿硅光子能力。迈威尔的中长期估值溢价层面，越来越来自光互连层面的增长逻辑，以及硅光子技术向全球各大数据中心的更深层渗透——因为那意味着迈威尔光学可以从板卡边缘器件，往机架级、系统级乃至芯片内部封装级互连核心部件上迁移。迈威尔科技在2025年末收购Celestial AI公司时就在声明中直接写道：下一步光学技术的重要拐点是“机架内、系统内、甚至封装内的电连接向光学迁移”，而Celestial的Photonic Fabric 能把光学I/O技术做到package、system甚至rack级别，并为scale-up光学网络提供比铜更高带宽、更低功耗和更长距离的基于光互连系统的连接。从OFC 2026 的整体数据中心光互连发展风向看，超大规模AI数据中心越来越相信“光的力量”，AI算力产业链的主线已经非常清晰：超大规模AI数据中心的瓶颈正从单芯片算力转向“集群级光学互连带宽、能耗和可扩展性”，这也是为何华尔街分析师们近期集体向迈威尔科技投来看涨研报，华尔街最乐观目标价甚至高达160美元，高于巴克莱最新预期。TPU与GPU算力群这类AI超级集群中，都有一个核心共性：需要极高带宽、极低延迟、以及极高能效的数据中心内部互连。 传统铜缆或电子交换方案在扩展到数千甚至数万芯片规模时，会因功耗与热损耗爆炸性增长而无法满足需求;光互连技术(主要包括共封装光学CPO、硅光子交换机、光电路交换OCS)以及更加前沿的硅光子级别光学I/O技术能用光信号替代电信号，在大规模AI训练/推理网络中显著提升带宽密度与能效，并减少延迟与功耗，这种对更高光互连容量的需求正是GPU与TPU集群共通的。随着英伟达主导的AI机柜算力集群，以及scale-up/scale-out高性能网络、1.6T乃至CPO技术发展演进，硬件瓶颈正越来越多地从“算力芯片本身”转向“光学级别带宽、功耗和信号完整性”。英伟达在3月宣布向迈威尔科技投资20亿美元，两家公司共同揭晓了战略合作伙伴关系，旨在通过英伟达的NVLinkFusion将迈威尔连接至英伟达的AI工厂和AI-RAN生态系统，凸显出英伟达欲携手迈威尔科技携手加速推进数据中心光互连与硅光子技术。","news_type":1,"symbols_score_info":{"NVDA":2,"MRVL":1.98,"MRVU":0.6,"GOOG":2,"MVLL":0.6}},"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/e27d4b46eee1454d2bd4f83bb56ab921","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"3498680662745699","idStr":"3498680662745699"},"content":"小股被硬拉上来炒题材凑数的，垃不垃圾说不上，但肯定是德不配位","text":"小股被硬拉上来炒题材凑数的，垃不垃圾说不上，但肯定是德不配位","html":"小股被硬拉上来炒题材凑数的，垃不垃圾说不上，但肯定是德不配位"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":206026947768408,"gmtCreate":1691308887487,"gmtModify":1691308894632,"author":{"id":"3558909450416751","authorId":"3558909450416751","name":"superchance","avatar":"https://static.tigerbbs.com/b0913e949e666ea90407a6f8bf3bba2f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558909450416751","idStr":"3558909450416751"},"themes":[],"title":"","htmlText":"边缘ai还是得看高通","listText":"边缘ai还是得看高通","text":"边缘ai还是得看高通","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/206026947768408","repostId":"2357979440","repostType":2,"repost":{"id":"2357979440","kind":"news","pubTimestamp":1691308296,"share":"https://www.laohu8.com/m/news/2357979440?lang=zh_CN&edition=full","pubTime":"2023-08-06 15:51","market":"hk","language":"zh","title":"招聘“泄露天机”！苹果要研发手机端运行AI大模型，而非云端","url":"https://stock-news.laohu8.com/highlight/detail?id=2357979440","media":"全天候科技","summary":"但表面的克制无法阻挡苹果对AI人才的需求，或许苹果早就开始扩充其人才库，着手研发手机端运行AI大模型。英国《金融时报》分析认为，苹果招聘要求揭露了多年来苹果的研发方向——压缩现有语言模型，以便在手机端而非云端更高效运行。在苹果的招聘“泄密”之前，Meta也正着眼于手机端大模型。","content":"<html><head></head><body><blockquote><a href=\"https://laohu8.com/S/AAPL\">苹果</a>表面“克制”谈及AI，但对AI人才的大量需求无法“隐藏”。4月以来的多则招聘要求揭露了多年来苹果的研发方向——压缩现有大模型以便在手机端更高效运行。</blockquote><p>在人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>大潮中，AI，成为了每个科技公司张口就来的关键词。但人们发现，似乎<a href=\"https://laohu8.com/S/AAPL\">苹果</a>是一个例外。上周苹果Q2(2023财年第三季度)财报后电话会上，苹果对AI依然保持“克制”。</p><p>但表面的克制无法阻挡苹果对AI人才的需求，<strong>或许苹果早就开始扩充其人才库，着手研发手机端运行AI大模型</strong>。</p><p>8月6日，英国《金融时报》称，根据苹果在今年4月到7月间发布的招聘信息，他们正在进行“规模庞大的长期研究项目，有望影响苹果和相关产品未来”。</p><p>7月中旬，苹果的一则招聘信息称，公司正在寻找一名高级软件工程师，“在苹果设备上的推理引擎中实现压缩和加速大语言模型的功能”，<strong>使其能够在移动设备上运行，而不是在云端。</strong></p><p>7月28日苹果发布的另一则招聘信息称，公司希望“把最先进的基础模型配备在可以装进口袋里的手机上，用保护隐私的方式实现新一代基于机器学习的功能体验”。</p><p>英国《金融时报》分析认为，<strong>苹果招聘要求揭露了多年来苹果的研发方向——压缩现有语言模型，以便在手机端而非云端更高效运行</strong>。</p><p>一位最近刚刚从一家大型科技公司离职的法国AI企业家接受《金融时报》采访时表示，<strong>苹果想在巴黎当地扩充其AI人才库，招聘力度比其他大型科技公司更大:</strong></p><p>库克在上周的电话会上对人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>的着墨一如既往的少，与<a href=\"https://laohu8.com/S/MSFT\">微软</a>、Alphabet等同行相比显得更加特立独行。</p><p>在接受分析师提问时，库克表示，<strong>苹果多年来一直致力于生成式人工智能和其他模型的研发</strong>：</p><p>我们将人工智能和机器学习视为核心基础技术。它们几乎嵌入到我们制造的每一个产品中，是不可或缺的一部分。</p><p>这对我们来说绝对至关重要。</p><p>库克还表示，将继续“负责任”地利用这些技术来推进苹果产品，苹果倾向于“在产品上市时就宣布它们”。</p><p>据两名知情人士透露，早在2020年，苹果斥资近2亿美元收购了总部位于西雅图的人工智能初创公司Xnor，击败了<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和<a href=\"https://laohu8.com/S/INTC\">英特尔</a>等其他大公司提出的收购要约。而Xnor的主业就是研究如何在移动设备上运行AI大模型。</p><p>7月中旬，华尔街见闻曾提及，苹果在开发自己的生成式AI工具，<strong>去年就创建了打造大语言模型的自有框架，名为Ajax</strong>，它旨在统一苹果的机器学习开发。借助Ajax，苹果开发了一种类似ChatGPT的聊天工具人服务，被内部工程师称为苹果GPT。</p><p>在苹果的招聘“泄密”之前，Meta也正着眼于手机端大模型。</p><p>7月19日，<a href=\"https://laohu8.com/S/QCOM\">高通</a>和的最新公告显示，从2024年起，Llama 2将能在旗舰智能手机和PC上运行：</p><p>客户、合作伙伴和开发人员能构建智能虚拟助手、生产力应用、内容创建工具、娱乐等用例，AI功能可以在没有网络连接的地方，甚至在飞行模式下运行。</p><p>2024年在智能手机、PC、VR/AR头显和汽车等终端上运行Llama 2一类的生成式AI模型，将支持开发者节省云成本，并为用户提供更加私密、可靠和个性化的体验。</p><p><a href=\"https://laohu8.com/S/QCOM\">高通</a>技术公司高级副总裁兼边缘云计算解决方案业务总经理Durga Malladi表示，为了有效地将生成式人工智能推广到主流市场，人工智能将需要同时在云端和边缘终端（如智能手机、笔记本电脑、汽车和物联网终端）上运行。</p><p>高通表示和基于云端的大语言模型相比，在智能手机等设备上运行Llama 2 等大型语言模型的边缘云计算具有许多优势，<strong>不仅成本更低、性能更好、可以在断网的情况下工作，而且可以提供更个性化、更安全的AI服务。</strong></p></body></html>","source":"tencent","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>招聘“泄露天机”！苹果要研发手机端运行AI大模型，而非云端</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n招聘“泄露天机”！苹果要研发手机端运行AI大模型，而非云端\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-06 15:51 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230806142502826c26d4&s=b><strong>全天候科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>苹果表面“克制”谈及AI，但对AI人才的大量需求无法“隐藏”。4月以来的多则招聘要求揭露了多年来苹果的研发方向——压缩现有大模型以便在手机端更高效运行。在人工智能大潮中，AI，成为了每个科技公司张口就来的关键词。但人们发现，似乎苹果是一个例外。上周苹果Q2(2023财年第三季度)财报后电话会上，苹果对AI依然保持“克制”。但表面的克制无法阻挡苹果对AI人才的需求，或许苹果早就开始扩充其人才库，着手...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230806142502826c26d4&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a9beebd2cefab0bee221f1b00bc66f7c","relate_stocks":{"LU0109392836.USD":"富兰克林科技股A","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4534":"瑞士信贷持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230806142502826c26d4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2357979440","content_text":"苹果表面“克制”谈及AI，但对AI人才的大量需求无法“隐藏”。4月以来的多则招聘要求揭露了多年来苹果的研发方向——压缩现有大模型以便在手机端更高效运行。在人工智能大潮中，AI，成为了每个科技公司张口就来的关键词。但人们发现，似乎苹果是一个例外。上周苹果Q2(2023财年第三季度)财报后电话会上，苹果对AI依然保持“克制”。但表面的克制无法阻挡苹果对AI人才的需求，或许苹果早就开始扩充其人才库，着手研发手机端运行AI大模型。8月6日，英国《金融时报》称，根据苹果在今年4月到7月间发布的招聘信息，他们正在进行“规模庞大的长期研究项目，有望影响苹果和相关产品未来”。7月中旬，苹果的一则招聘信息称，公司正在寻找一名高级软件工程师，“在苹果设备上的推理引擎中实现压缩和加速大语言模型的功能”，使其能够在移动设备上运行，而不是在云端。7月28日苹果发布的另一则招聘信息称，公司希望“把最先进的基础模型配备在可以装进口袋里的手机上，用保护隐私的方式实现新一代基于机器学习的功能体验”。英国《金融时报》分析认为，苹果招聘要求揭露了多年来苹果的研发方向——压缩现有语言模型，以便在手机端而非云端更高效运行。一位最近刚刚从一家大型科技公司离职的法国AI企业家接受《金融时报》采访时表示，苹果想在巴黎当地扩充其AI人才库，招聘力度比其他大型科技公司更大:库克在上周的电话会上对人工智能的着墨一如既往的少，与微软、Alphabet等同行相比显得更加特立独行。在接受分析师提问时，库克表示，苹果多年来一直致力于生成式人工智能和其他模型的研发：我们将人工智能和机器学习视为核心基础技术。它们几乎嵌入到我们制造的每一个产品中，是不可或缺的一部分。这对我们来说绝对至关重要。库克还表示，将继续“负责任”地利用这些技术来推进苹果产品，苹果倾向于“在产品上市时就宣布它们”。据两名知情人士透露，早在2020年，苹果斥资近2亿美元收购了总部位于西雅图的人工智能初创公司Xnor，击败了微软、亚马逊和英特尔等其他大公司提出的收购要约。而Xnor的主业就是研究如何在移动设备上运行AI大模型。7月中旬，华尔街见闻曾提及，苹果在开发自己的生成式AI工具，去年就创建了打造大语言模型的自有框架，名为Ajax，它旨在统一苹果的机器学习开发。借助Ajax，苹果开发了一种类似ChatGPT的聊天工具人服务，被内部工程师称为苹果GPT。在苹果的招聘“泄密”之前，Meta也正着眼于手机端大模型。7月19日，高通和的最新公告显示，从2024年起，Llama 2将能在旗舰智能手机和PC上运行：客户、合作伙伴和开发人员能构建智能虚拟助手、生产力应用、内容创建工具、娱乐等用例，AI功能可以在没有网络连接的地方，甚至在飞行模式下运行。2024年在智能手机、PC、VR/AR头显和汽车等终端上运行Llama 2一类的生成式AI模型，将支持开发者节省云成本，并为用户提供更加私密、可靠和个性化的体验。高通技术公司高级副总裁兼边缘云计算解决方案业务总经理Durga Malladi表示，为了有效地将生成式人工智能推广到主流市场，人工智能将需要同时在云端和边缘终端（如智能手机、笔记本电脑、汽车和物联网终端）上运行。高通表示和基于云端的大语言模型相比，在智能手机等设备上运行Llama 2 等大型语言模型的边缘云计算具有许多优势，不仅成本更低、性能更好、可以在断网的情况下工作，而且可以提供更个性化、更安全的AI服务。","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":15562,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000147","authorId":"9000000000000147","name":"夏禹治水99","avatar":"https://static.tigerbbs.com/d6b970122190a9040445d7ac534f4cbb","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000147","idStr":"9000000000000147"},"content":"弱肉的问一句，你是不是可以给我们看看你的持仓?","text":"弱肉的问一句，你是不是可以给我们看看你的持仓?","html":"弱肉的问一句，你是不是可以给我们看看你的持仓?"},{"author":{"id":"3479274732372511","authorId":"3479274732372511","name":"黄老怪","avatar":"https://static.tigerbbs.com/8d01265730fbb9a0b9e195d51c4c1680","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274732372511","idStr":"3479274732372511"},"content":"边缘ai短线是不是已经有点炒作过度了？","text":"边缘ai短线是不是已经有点炒作过度了？","html":"边缘ai短线是不是已经有点炒作过度了？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561661738427672,"gmtCreate":1778156152495,"gmtModify":1778158405060,"author":{"id":"3558909450416751","authorId":"3558909450416751","name":"superchance","avatar":"https://static.tigerbbs.com/b0913e949e666ea90407a6f8bf3bba2f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558909450416751","idStr":"3558909450416751"},"themes":[],"title":"","htmlText":"arm这种垃圾股估值也能炒这么高[笑哭]&nbsp;&nbsp;","listText":"arm这种垃圾股估值也能炒这么高[笑哭]&nbsp;&nbsp;","text":"arm这种垃圾股估值也能炒这么高[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561661738427672","repostId":"1120807890","repostType":2,"repost":{"id":"1120807890","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":1778155276,"share":"https://www.laohu8.com/m/news/1120807890?lang=zh_CN&edition=full","pubTime":"2026-05-07 20:01","market":"us","language":"zh","title":"美股盘前｜Arm绩后跌超7%，惠而浦跌超19%！奇景光电涨超20%，飞塔信息涨超15%；伊朗指定两条航道供船只通行霍尔木兹海峡","url":"https://stock-news.laohu8.com/highlight/detail?id=1120807890","media":"老虎资讯综合","summary":"03 要闻伊朗指定两条航道供船只通行霍尔木兹海峡据伊朗媒体7日报道，伊朗伊斯兰革命卫队海军已指定两条航道供船只通行，船只未经伊朗许可仍不得穿越霍尔木兹海峡。公司同时披露，其AGI CPU产品在2027至2028财年的客户需求已超过20亿美元。","content":"<html><head></head><body><p><strong>摘要：</strong></p><ul style=\"\"><li><p>伊朗指定两条航道供船只通行霍尔木兹海峡</p></li><li><p>美国白宫数字资产顾问：力争7月4日敲定《数字资产市场清晰法案》立法落地</p></li><li><p>财报股盘前表现：Arm跌超7%，惠而浦、Shake Shack跌超19%；“绩优股”奇景光电涨超20%，飞塔信息涨超15%，DoorDash涨超10%</p></li><li><p>量子计算概念股盘前普跌，IONQ跌超7%，RGTI跌超4%</p></li><li><p>存储概念股盘前下跌，美光科技跌超3%</p></li></ul><h2 id=\"id_603552654\">01 股市</h2><p>5月7日，美股三大股指期货上涨，截止发稿，道指期货涨0.17%，纳指期货涨0.07%，标普500指数期货涨0.11%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58401df3a9f7e332ecb62ed9766ef210\" title=\"\" tg-width=\"380\" tg-height=\"172\"/></p><p><a href=\"https://laohu8.com/S/ALB\">美国雅保</a>盘前涨超6%，一季度销售额同比增长33%；</p><p>美国外卖巨头<a href=\"https://laohu8.com/S/DASH\">DoorDash</a>盘前涨超10%，Q1营收同比增长33%，Q2指引超预期；</p><p><a href=\"https://laohu8.com/S/FTNT\">飞塔信息</a>盘前涨超15%，Q1营收及调整后盈利均超预期+上调全年展望；</p><p><a href=\"https://laohu8.com/S/APP\">Applovin</a>盘前涨超1%，Q1净利润同比猛增109%，Q2业绩指引超预期；</p><p>奇景光电盘前涨超20%，业绩指引超预期；</p><p>麦当劳盘前涨超3%，第一季度营收和净利润超市场预期；</p><p>存储概念股盘前下跌，<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌超3%，<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>、<a href=\"https://laohu8.com/S/STX\">希捷科技</a>跌近2%；</p><p>量子计算概念股盘前普跌，<a href=\"https://laohu8.com/S/IONQ\">IONQ Inc.</a>跌超7%，<a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing</a>跌超4%，<a href=\"https://laohu8.com/S/QUBT\">Quantum Computing</a>、<a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum</a>跌超3%，<a href=\"https://laohu8.com/S/ARQQ\">Arqit Quantum Inc.</a>、<a href=\"https://laohu8.com/S/LAES\">SEALSQ Corp</a>、昆腾跟跌；</p><p><a href=\"https://laohu8.com/S/COHR\">Coherent</a>盘前跌超3%，2026财年Q3营收同比增长20.5%，Q4指引落于预期低端；</p><p><a href=\"https://laohu8.com/S/ARM\">Arm</a>盘前跌超7%，Q4财季营收同比增长20.2%，管理层称AGI CPU的需求超20亿美元；</p><p>Shake Shack盘前跌超19%，第一季度营收低于市场预估；</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a>盘前跌超8%，警示中东冲突及北美增长放缓拖累广告收入；</p><p><a href=\"https://laohu8.com/S/BYND\">Beyond Meat</a>盘前跌近11%，一季度调整后每股亏损收窄，二季度指引疲软；</p><p><a href=\"https://laohu8.com/S/WHR\">惠而浦</a>盘前跌超19%，公司一季度销售额不及预期，并宣布暂停派发股息。</p><h2 id=\"id_87628096\">02 其他市场</h2><p>WTI原油期货下跌3.52%，报91.73美元/桶；布伦特原油期货下跌3.32%，报97.91美元/桶；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ded7ad70eacc798f4d59d4f3b6f967f2\" title=\"\" tg-width=\"379\" tg-height=\"120\"/></p><p>现货黄金上涨0.95%，报4736.33美元/盎司；现货白银上涨4.60%，报80.92美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e898b5c78ecc691d3fe1a6fbeccc836f\" title=\"\" tg-width=\"375\" tg-height=\"110\"/></p><h2 id=\"id_2761439492\">03 要闻</h2><p><strong>伊朗指定两条航道供船只通行霍尔木兹海峡</strong></p><p>据伊朗媒体7日报道，伊朗伊斯兰革命卫队海军已指定两条航道供船只通行，船只未经伊朗许可仍不得穿越霍尔木兹海峡。 (新华社)</p><p><strong>美国白宫数字资产顾问：力争7月4日敲定《数字资产市场清晰法案》立法落地</strong></p><p>美国白宫数字资产顾问委员会执行主任Patrick Witt于周三亮相迈阿密CoinDesk&#39;s Consensus大会时透露，白宫正力争国会在7月4日前通过《数字资产市场清晰法案》(CLARITY Act)。</p><p>Witt表示：“我们把目标定在7月4日。我认为，这将是一份献给美国250周年庆典的绝佳生日礼物。”他进一步说明，具体推进路径为：本月由参议院银行委员会进行草案审定，利用6月的四个参议院工作周完成全体表决，并留出足够时间，让众议院在独立日截止日期前进行投票。</p><p><strong>初请失业金数据前瞻：就业市场降温信号验证</strong></p><p style=\"text-align: justify;\">今晚即将公布的初请失业金人数预期为20.5万人，前值为18.9万人，若数据符合或高于预期，将进一步验证劳动力市场降温的趋势，强化市场对美联储加快降息的押注；若数据低于预期，则可能引发市场对通胀粘性的担忧，导致降息预期延后，对美股成长股带来短期估值压力。</p><p><strong>报道：欧盟考虑限制使用美国云平台处理敏感政府数据</strong></p><p>欧盟计划于5月27日发布“技术主权一揽子方案”，拟限制政府机构在金融、医疗、司法等敏感领域使用美国云服务，希望通过《云与人工智能发展法》推动欧洲本土主权云建设。此举针对美国《云法案》的数据获取风险，向亚马逊、微软、谷歌的主导地位发出警示。</p><p><strong>Applovin Q1净利润同比猛增109%，Q2业绩指引超预期</strong></p><p><a href=\"https://laohu8.com/S/APP.US\">Applovin</a> 公布的2026年第一季度业绩显示，营收同比增长59%至18.42亿美元，好于分析师平均预期的17.8亿美元；每股收益为3.56美元，好于分析师平均预期的3.46美元。该公司还表示，在第一季度回购了220万股A类普通股，耗资10亿美元</p><p><strong>Arm Q4财季营收同比增长20.2%，管理层称AGI CPU的需求超20亿美元</strong></p><p>Arm公布2026财年第四财季财报，营收同比增长20.2%至14.9亿美元，调整后每股收益0.60美元，均超出分析师预期。管理层指出，AI数据中心对高能效CPU设计的需求正在持续升温，有效对冲了智能手机市场的短期承压。公司同时披露，其AGI CPU产品在2027至2028财年的客户需求已超过20亿美元。</p><p>---</p><p>资料来源：公开市场数据</p><p>免责声明：本内容仅供参考，不构成任何投资建议</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股盘前｜Arm绩后跌超7%，惠而浦跌超19%！奇景光电涨超20%，飞塔信息涨超15%；伊朗指定两条航道供船只通行霍尔木兹海峡</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股盘前｜Arm绩后跌超7%，惠而浦跌超19%！奇景光电涨超20%，飞塔信息涨超15%；伊朗指定两条航道供船只通行霍尔木兹海峡\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\">2026-05-07 20:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>摘要：</strong></p><ul style=\"\"><li><p>伊朗指定两条航道供船只通行霍尔木兹海峡</p></li><li><p>美国白宫数字资产顾问：力争7月4日敲定《数字资产市场清晰法案》立法落地</p></li><li><p>财报股盘前表现：Arm跌超7%，惠而浦、Shake Shack跌超19%；“绩优股”奇景光电涨超20%，飞塔信息涨超15%，DoorDash涨超10%</p></li><li><p>量子计算概念股盘前普跌，IONQ跌超7%，RGTI跌超4%</p></li><li><p>存储概念股盘前下跌，美光科技跌超3%</p></li></ul><h2 id=\"id_603552654\">01 股市</h2><p>5月7日，美股三大股指期货上涨，截止发稿，道指期货涨0.17%，纳指期货涨0.07%，标普500指数期货涨0.11%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58401df3a9f7e332ecb62ed9766ef210\" title=\"\" tg-width=\"380\" tg-height=\"172\"/></p><p><a href=\"https://laohu8.com/S/ALB\">美国雅保</a>盘前涨超6%，一季度销售额同比增长33%；</p><p>美国外卖巨头<a href=\"https://laohu8.com/S/DASH\">DoorDash</a>盘前涨超10%，Q1营收同比增长33%，Q2指引超预期；</p><p><a href=\"https://laohu8.com/S/FTNT\">飞塔信息</a>盘前涨超15%，Q1营收及调整后盈利均超预期+上调全年展望；</p><p><a href=\"https://laohu8.com/S/APP\">Applovin</a>盘前涨超1%，Q1净利润同比猛增109%，Q2业绩指引超预期；</p><p>奇景光电盘前涨超20%，业绩指引超预期；</p><p>麦当劳盘前涨超3%，第一季度营收和净利润超市场预期；</p><p>存储概念股盘前下跌，<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌超3%，<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>、<a href=\"https://laohu8.com/S/STX\">希捷科技</a>跌近2%；</p><p>量子计算概念股盘前普跌，<a href=\"https://laohu8.com/S/IONQ\">IONQ Inc.</a>跌超7%，<a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing</a>跌超4%，<a href=\"https://laohu8.com/S/QUBT\">Quantum Computing</a>、<a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum</a>跌超3%，<a href=\"https://laohu8.com/S/ARQQ\">Arqit Quantum Inc.</a>、<a href=\"https://laohu8.com/S/LAES\">SEALSQ Corp</a>、昆腾跟跌；</p><p><a href=\"https://laohu8.com/S/COHR\">Coherent</a>盘前跌超3%，2026财年Q3营收同比增长20.5%，Q4指引落于预期低端；</p><p><a href=\"https://laohu8.com/S/ARM\">Arm</a>盘前跌超7%，Q4财季营收同比增长20.2%，管理层称AGI CPU的需求超20亿美元；</p><p>Shake Shack盘前跌超19%，第一季度营收低于市场预估；</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a>盘前跌超8%，警示中东冲突及北美增长放缓拖累广告收入；</p><p><a href=\"https://laohu8.com/S/BYND\">Beyond Meat</a>盘前跌近11%，一季度调整后每股亏损收窄，二季度指引疲软；</p><p><a href=\"https://laohu8.com/S/WHR\">惠而浦</a>盘前跌超19%，公司一季度销售额不及预期，并宣布暂停派发股息。</p><h2 id=\"id_87628096\">02 其他市场</h2><p>WTI原油期货下跌3.52%，报91.73美元/桶；布伦特原油期货下跌3.32%，报97.91美元/桶；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ded7ad70eacc798f4d59d4f3b6f967f2\" title=\"\" tg-width=\"379\" tg-height=\"120\"/></p><p>现货黄金上涨0.95%，报4736.33美元/盎司；现货白银上涨4.60%，报80.92美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e898b5c78ecc691d3fe1a6fbeccc836f\" title=\"\" tg-width=\"375\" tg-height=\"110\"/></p><h2 id=\"id_2761439492\">03 要闻</h2><p><strong>伊朗指定两条航道供船只通行霍尔木兹海峡</strong></p><p>据伊朗媒体7日报道，伊朗伊斯兰革命卫队海军已指定两条航道供船只通行，船只未经伊朗许可仍不得穿越霍尔木兹海峡。 (新华社)</p><p><strong>美国白宫数字资产顾问：力争7月4日敲定《数字资产市场清晰法案》立法落地</strong></p><p>美国白宫数字资产顾问委员会执行主任Patrick Witt于周三亮相迈阿密CoinDesk&#39;s Consensus大会时透露，白宫正力争国会在7月4日前通过《数字资产市场清晰法案》(CLARITY Act)。</p><p>Witt表示：“我们把目标定在7月4日。我认为，这将是一份献给美国250周年庆典的绝佳生日礼物。”他进一步说明，具体推进路径为：本月由参议院银行委员会进行草案审定，利用6月的四个参议院工作周完成全体表决，并留出足够时间，让众议院在独立日截止日期前进行投票。</p><p><strong>初请失业金数据前瞻：就业市场降温信号验证</strong></p><p style=\"text-align: justify;\">今晚即将公布的初请失业金人数预期为20.5万人，前值为18.9万人，若数据符合或高于预期，将进一步验证劳动力市场降温的趋势，强化市场对美联储加快降息的押注；若数据低于预期，则可能引发市场对通胀粘性的担忧，导致降息预期延后，对美股成长股带来短期估值压力。</p><p><strong>报道：欧盟考虑限制使用美国云平台处理敏感政府数据</strong></p><p>欧盟计划于5月27日发布“技术主权一揽子方案”，拟限制政府机构在金融、医疗、司法等敏感领域使用美国云服务，希望通过《云与人工智能发展法》推动欧洲本土主权云建设。此举针对美国《云法案》的数据获取风险，向亚马逊、微软、谷歌的主导地位发出警示。</p><p><strong>Applovin Q1净利润同比猛增109%，Q2业绩指引超预期</strong></p><p><a href=\"https://laohu8.com/S/APP.US\">Applovin</a> 公布的2026年第一季度业绩显示，营收同比增长59%至18.42亿美元，好于分析师平均预期的17.8亿美元；每股收益为3.56美元，好于分析师平均预期的3.46美元。该公司还表示，在第一季度回购了220万股A类普通股，耗资10亿美元</p><p><strong>Arm Q4财季营收同比增长20.2%，管理层称AGI CPU的需求超20亿美元</strong></p><p>Arm公布2026财年第四财季财报，营收同比增长20.2%至14.9亿美元，调整后每股收益0.60美元，均超出分析师预期。管理层指出，AI数据中心对高能效CPU设计的需求正在持续升温，有效对冲了智能手机市场的短期承压。公司同时披露，其AGI CPU产品在2027至2028财年的客户需求已超过20亿美元。</p><p>---</p><p>资料来源：公开市场数据</p><p>免责声明：本内容仅供参考，不构成任何投资建议</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"SPYH":"Neos S&P 500 Hedged Equity Income ETF","MMAX":"iShares Large Cap Max Buffer Mar ETF","DOG":"道指ETF-ProShares做空","SMAX":"ISHARES LARGE CAP MAX BUFFER SEP ETF","IVV":"标普500ETF-iShares","YSPY":"GraniteShares YieldBOOST SPY ETF","SPUU":"Direxion Daily S&P 500 Bull 2x Shares","SPXU":"三倍做空标普500ETF-ProShares","SPDN":"Direxion Daily S&P 500 Bear 1X Shares","UPRO":"三倍做多标普500ETF-ProShares","SPYM":"投资组合标普500指数ETF-SPDR",".DJI":"道琼斯","SPYQ":"2倍做多SPY Quarterly ETF-Tradr",".IXIC":"NASDAQ Composite","DIA":"道琼斯ETF",".SPX":"S&P 500 Index","DXD":"两倍做空道琼30指数ETF-ProShares","SPY":"标普500ETF","SPYU":"MAX S&P 500 4X Leveraged ETN","SH":"做空标普500-Proshares","UDOW":"三倍做多道指30ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","VOO":"Vanguard标普500ETF","SPXL":"三倍做多标普500ETF-Direxion","DMAX":"ISHARES LARGE CAP MAX BUFFER DEC ETF","SDS":"两倍做空标普500 ETF-ProShares","SPXS":"三倍做空标普500ETF-Direxion","HIBL":"Direxion Daily S&P 500 High Beta Bull 3X Shares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120807890","content_text":"摘要：伊朗指定两条航道供船只通行霍尔木兹海峡美国白宫数字资产顾问：力争7月4日敲定《数字资产市场清晰法案》立法落地财报股盘前表现：Arm跌超7%，惠而浦、Shake Shack跌超19%；“绩优股”奇景光电涨超20%，飞塔信息涨超15%，DoorDash涨超10%量子计算概念股盘前普跌，IONQ跌超7%，RGTI跌超4%存储概念股盘前下跌，美光科技跌超3%01 股市5月7日，美股三大股指期货上涨，截止发稿，道指期货涨0.17%，纳指期货涨0.07%，标普500指数期货涨0.11%。美国雅保盘前涨超6%，一季度销售额同比增长33%；美国外卖巨头DoorDash盘前涨超10%，Q1营收同比增长33%，Q2指引超预期；飞塔信息盘前涨超15%，Q1营收及调整后盈利均超预期+上调全年展望；Applovin盘前涨超1%，Q1净利润同比猛增109%，Q2业绩指引超预期；奇景光电盘前涨超20%，业绩指引超预期；麦当劳盘前涨超3%，第一季度营收和净利润超市场预期；存储概念股盘前下跌，美光科技跌超3%，闪迪、西部数据、希捷科技跌近2%；量子计算概念股盘前普跌，IONQ Inc.跌超7%，Rigetti Computing跌超4%，Quantum Computing、D-Wave Quantum跌超3%，Arqit Quantum Inc.、SEALSQ Corp、昆腾跟跌；Coherent盘前跌超3%，2026财年Q3营收同比增长20.5%，Q4指引落于预期低端；Arm盘前跌超7%，Q4财季营收同比增长20.2%，管理层称AGI CPU的需求超20亿美元；Shake Shack盘前跌超19%，第一季度营收低于市场预估；Snap盘前跌超8%，警示中东冲突及北美增长放缓拖累广告收入；Beyond Meat盘前跌近11%，一季度调整后每股亏损收窄，二季度指引疲软；惠而浦盘前跌超19%，公司一季度销售额不及预期，并宣布暂停派发股息。02 其他市场WTI原油期货下跌3.52%，报91.73美元/桶；布伦特原油期货下跌3.32%，报97.91美元/桶；现货黄金上涨0.95%，报4736.33美元/盎司；现货白银上涨4.60%，报80.92美元/盎司。03 要闻伊朗指定两条航道供船只通行霍尔木兹海峡据伊朗媒体7日报道，伊朗伊斯兰革命卫队海军已指定两条航道供船只通行，船只未经伊朗许可仍不得穿越霍尔木兹海峡。 (新华社)美国白宫数字资产顾问：力争7月4日敲定《数字资产市场清晰法案》立法落地美国白宫数字资产顾问委员会执行主任Patrick Witt于周三亮相迈阿密CoinDesk's Consensus大会时透露，白宫正力争国会在7月4日前通过《数字资产市场清晰法案》(CLARITY Act)。Witt表示：“我们把目标定在7月4日。我认为，这将是一份献给美国250周年庆典的绝佳生日礼物。”他进一步说明，具体推进路径为：本月由参议院银行委员会进行草案审定，利用6月的四个参议院工作周完成全体表决，并留出足够时间，让众议院在独立日截止日期前进行投票。初请失业金数据前瞻：就业市场降温信号验证今晚即将公布的初请失业金人数预期为20.5万人，前值为18.9万人，若数据符合或高于预期，将进一步验证劳动力市场降温的趋势，强化市场对美联储加快降息的押注；若数据低于预期，则可能引发市场对通胀粘性的担忧，导致降息预期延后，对美股成长股带来短期估值压力。报道：欧盟考虑限制使用美国云平台处理敏感政府数据欧盟计划于5月27日发布“技术主权一揽子方案”，拟限制政府机构在金融、医疗、司法等敏感领域使用美国云服务，希望通过《云与人工智能发展法》推动欧洲本土主权云建设。此举针对美国《云法案》的数据获取风险，向亚马逊、微软、谷歌的主导地位发出警示。Applovin Q1净利润同比猛增109%，Q2业绩指引超预期Applovin 公布的2026年第一季度业绩显示，营收同比增长59%至18.42亿美元，好于分析师平均预期的17.8亿美元；每股收益为3.56美元，好于分析师平均预期的3.46美元。该公司还表示，在第一季度回购了220万股A类普通股，耗资10亿美元Arm Q4财季营收同比增长20.2%，管理层称AGI CPU的需求超20亿美元Arm公布2026财年第四财季财报，营收同比增长20.2%至14.9亿美元，调整后每股收益0.60美元，均超出分析师预期。管理层指出，AI数据中心对高能效CPU设计的需求正在持续升温，有效对冲了智能手机市场的短期承压。公司同时披露，其AGI CPU产品在2027至2028财年的客户需求已超过20亿美元。---资料来源：公开市场数据免责声明：本内容仅供参考，不构成任何投资建议","news_type":1,"symbols_score_info":{"DDM":0.6,"SH":0.6,"SPYM":0.6,".IXIC":2,"HIBL":0.6,"IVV":0.6,"UPRO":0.6,"YSPY":0.6,"SPUU":0.6,"DIA":0.6,"SDS":0.6,"SDOW":0.6,".DJI":2,"SPXU":0.6,".SPX":2,"UDOW":0.6,"DXD":0.6,"SPDN":0.6,"SPYH":0.6,"DOG":0.6,"SPYU":0.6,"VOO":0.6,"SSO":0.6,"SPYQ":0.6,"DMAX":0.6,"SPY":0.6,"MMAX":0.6,"SPXS":0.6,"SPXL":0.6,"SMAX":0.6}},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560969543537216,"gmtCreate":1777987252693,"gmtModify":1777987256286,"author":{"id":"3558909450416751","authorId":"3558909450416751","name":"superchance","avatar":"https://static.tigerbbs.com/b0913e949e666ea90407a6f8bf3bba2f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558909450416751","idStr":"3558909450416751"},"themes":[],"title":"","htmlText":"Replying to <a href=\"https://laohu8.com/U/3439498180568292\">@源自</a>:amd cpu比intel厉害//<a href=\"https://laohu8.com/U/3439498180568292\">@源自</a>:AMD肯定预期不行，为什么呢！因为GPU投入太大了，GPU需求开始下降了，数据中心一直不是英特尔对手，内存价格上涨，装机减少！怎么看英特尔都是CPU需求增长最大受益者","listText":"Replying to <a href=\"https://laohu8.com/U/3439498180568292\">@源自</a>:amd cpu比intel厉害//<a href=\"https://laohu8.com/U/3439498180568292\">@源自</a>:AMD肯定预期不行，为什么呢！因为GPU投入太大了，GPU需求开始下降了，数据中心一直不是英特尔对手，内存价格上涨，装机减少！怎么看英特尔都是CPU需求增长最大受益者","text":"Replying to @源自:amd cpu比intel厉害//@源自:AMD肯定预期不行，为什么呢！因为GPU投入太大了，GPU需求开始下降了，数据中心一直不是英特尔对手，内存价格上涨，装机减少！怎么看英特尔都是CPU需求增长最大受益者","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/560969543537216","isVote":1,"tweetType":1,"viewCount":2092,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4209525684282032","authorId":"4209525684282032","name":"Yo.","avatar":"https://static.tigerbbs.com/b7157415ce2350ffe09e1a55bc2a9fc8","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"4209525684282032","idStr":"4209525684282032"},"content":"英特尔没有美国政府持股是不可能涨那么多的","text":"英特尔没有美国政府持股是不可能涨那么多的","html":"英特尔没有美国政府持股是不可能涨那么多的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":193388509487304,"gmtCreate":1688194804691,"gmtModify":1688196362185,"author":{"id":"3558909450416751","authorId":"3558909450416751","name":"superchance","avatar":"https://static.tigerbbs.com/b0913e949e666ea90407a6f8bf3bba2f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558909450416751","idStr":"3558909450416751"},"themes":[],"title":"","htmlText":"仅仅是因为混动的原因，里程更持久，仅此而已","listText":"仅仅是因为混动的原因，里程更持久，仅此而已","text":"仅仅是因为混动的原因，里程更持久，仅此而已","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/193388509487304","repostId":"1191739604","repostType":2,"repost":{"id":"1191739604","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":1688180033,"share":"https://www.laohu8.com/m/news/1191739604?lang=zh_CN&edition=full","pubTime":"2023-07-01 10:53","market":"us","language":"zh","title":"理想汽车6月交付32575辆，首次破三万","url":"https://stock-news.laohu8.com/highlight/detail?id=1191739604","media":"老虎资讯综合","summary":"7月1日，理想汽车公布2023年6月交付数据。2023年6月，理想汽车共计交付新车32575辆，月度交付量首次突破三万，同比增长150.1%。今年第二季度，理想汽车累计交付量达到86533辆，同比增长201.6%。","content":"<html><head></head><body><p>7月1日，理想汽车公布2023年6月交付数据。2023年6月，理想汽车共计交付新车32575辆，月度交付量首次突破三万，同比增长150.1%。今年第二季度，理想汽车累计交付量达到86533辆，同比增长201.6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3627aef990fefa58959f4129fdd0be6\" tg-width=\"1080\" tg-height=\"2337\"/></p><p></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>理想汽车6月交付32575辆，首次破三万</title>\n<style 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10:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月1日，理想汽车公布2023年6月交付数据。2023年6月，理想汽车共计交付新车32575辆，月度交付量首次突破三万，同比增长150.1%。今年第二季度，理想汽车累计交付量达到86533辆，同比增长201.6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3627aef990fefa58959f4129fdd0be6\" tg-width=\"1080\" tg-height=\"2337\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"02015":"理想汽车-W","LI":"理想汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191739604","content_text":"7月1日，理想汽车公布2023年6月交付数据。2023年6月，理想汽车共计交付新车32575辆，月度交付量首次突破三万，同比增长150.1%。今年第二季度，理想汽车累计交付量达到86533辆，同比增长201.6%。","news_type":1,"symbols_score_info":{"LI":1.1,"02015":1.1}},"isVote":1,"tweetType":1,"viewCount":2993,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3529967457468061","authorId":"3529967457468061","name":"我能巴菲特","avatar":"https://static.tigerbbs.com/0ec7278d85cc0b9c0d27e298652d046f","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3529967457468061","idStr":"3529967457468061"},"content":"混动很多，为什么单单理想","text":"混动很多，为什么单单理想","html":"混动很多，为什么单单理想"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373955595153472,"gmtCreate":1732328350125,"gmtModify":1732328352050,"author":{"id":"3558909450416751","authorId":"3558909450416751","name":"superchance","avatar":"https://static.tigerbbs.com/b0913e949e666ea90407a6f8bf3bba2f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558909450416751","idStr":"3558909450416751"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a> 是不是因为延期太多散户取消导致认购不足然后继续延期？","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a> 是不是因为延期太多散户取消导致认购不足然后继续延期？","text":"$小马智行(PONY)$ 是不是因为延期太多散户取消导致认购不足然后继续延期？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373955595153472","isVote":1,"tweetType":1,"viewCount":2891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":275905403367632,"gmtCreate":1708398773746,"gmtModify":1708398776271,"author":{"id":"3558909450416751","authorId":"3558909450416751","name":"superchance","avatar":"https://static.tigerbbs.com/b0913e949e666ea90407a6f8bf3bba2f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558909450416751","idStr":"3558909450416751"},"themes":[],"title":"","htmlText":"差价很大，比国内一些天天喊遥遥领先的浮夸公司要强","listText":"差价很大，比国内一些天天喊遥遥领先的浮夸公司要强","text":"差价很大，比国内一些天天喊遥遥领先的浮夸公司要强","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/275905403367632","repostId":"1193741075","repostType":2,"isVote":1,"tweetType":1,"viewCount":2260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560969437800376,"gmtCreate":1777987207034,"gmtModify":1777987209986,"author":{"id":"3558909450416751","authorId":"3558909450416751","name":"superchance","avatar":"https://static.tigerbbs.com/b0913e949e666ea90407a6f8bf3bba2f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558909450416751","idStr":"3558909450416751"},"themes":[],"title":"","htmlText":"哪次不超预期，但是哪次不跌[流泪]","listText":"哪次不超预期，但是哪次不跌[流泪]","text":"哪次不超预期，但是哪次不跌[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560969437800376","isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":211981413175568,"gmtCreate":1692784121715,"gmtModify":1692784123163,"author":{"id":"3558909450416751","authorId":"3558909450416751","name":"superchance","avatar":"https://static.tigerbbs.com/b0913e949e666ea90407a6f8bf3bba2f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558909450416751","idStr":"3558909450416751"},"themes":[],"title":"","htmlText":"这时候发这种消息，其心何其毒也","listText":"这时候发这种消息，其心何其毒也","text":"这时候发这种消息，其心何其毒也","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/211981413175568","repostId":"1117343567","repostType":2,"repost":{"id":"1117343567","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":1692783118,"share":"https://www.laohu8.com/m/news/1117343567?lang=zh_CN&edition=full","pubTime":"2023-08-23 17:31","market":"us","language":"zh","title":"消息称英伟达H100芯片明年出货至少增加2倍，或高达200万颗","url":"https://stock-news.laohu8.com/highlight/detail?id=1117343567","media":"老虎资讯综合","summary":"8月23日，据金融时报报道，据三名接近$英伟达(NVDA)$的人士透露，英伟达计划将其顶级H100人工智能处理器的产量至少提高两倍，2024年预计出货量在150万至200万颗之间，相较于今年预计的50万出货量，这是一个巨大的增幅。","content":"<html><head></head><body><p>8月23日，据英国金融时报报道，据三名接近<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的人士透露，英伟达计划将其顶级H100人工智能处理器的产量至少提高两倍，2024年预计出货量在150万至200万颗之间，相较于今年预计的50万出货量，这是一个巨大的增幅。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1211da12246ccc64c49974a8dc13649a\" title=\"\" tg-width=\"894\" tg-height=\"500\"/></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\" 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17:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月23日，据英国金融时报报道，据三名接近<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的人士透露，英伟达计划将其顶级H100人工智能处理器的产量至少提高两倍，2024年预计出货量在150万至200万颗之间，相较于今年预计的50万出货量，这是一个巨大的增幅。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1211da12246ccc64c49974a8dc13649a\" title=\"\" tg-width=\"894\" tg-height=\"500\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/19fecf18d276ef95c5fcc5df01b33d0c","relate_stocks":{"159813":"芯片","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","NVDA":"英伟达","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0353189763.USD":"ALLSPRING  US ALL 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19:31","market":"us","language":"zh","title":"特朗普：若达不成协议将“彻底摧毁伊朗所有发电厂、油井及哈尔克岛”","url":"https://stock-news.laohu8.com/highlight/detail?id=1151489565","media":"老虎资讯综合","summary":"美国总统特朗普：正与新的政权进行严肃谈判；谈判取得了重大进展；若协议谈不成，将彻底摧毁伊朗所有发电厂、油井和哈尔克岛。","content":"<html><head></head><body><p>3月30日，美国总统特朗普今天（3月30日）在社交平台发帖称，“美国正在与一个全新的、更为理性的（伊朗）政权就结束我们在伊朗的军事行动进行严肃磋商。虽已取得重大进展，但如果短期内未能达成协议，尽管协议很可能会达成，且如果霍尔木兹海峡未立即恢复通航，我们将通过炸毁并彻底抹平伊朗所有的发电站、油井及哈尔克岛，可能还包括所有海水淡化厂，来结束我们在伊朗的这次‘愉快驻留’——这些目标我们迄今有意未曾触碰。” (CCTV国际时讯)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特朗普：若达不成协议将“彻底摧毁伊朗所有发电厂、油井及哈尔克岛”</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普：若达不成协议将“彻底摧毁伊朗所有发电厂、油井及哈尔克岛”\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\">2026-03-30 19:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月30日，美国总统特朗普今天（3月30日）在社交平台发帖称，“美国正在与一个全新的、更为理性的（伊朗）政权就结束我们在伊朗的军事行动进行严肃磋商。虽已取得重大进展，但如果短期内未能达成协议，尽管协议很可能会达成，且如果霍尔木兹海峡未立即恢复通航，我们将通过炸毁并彻底抹平伊朗所有的发电站、油井及哈尔克岛，可能还包括所有海水淡化厂，来结束我们在伊朗的这次‘愉快驻留’——这些目标我们迄今有意未曾触碰。” (CCTV国际时讯)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/e5f0667b28908ea81c4feafc83802afa","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151489565","content_text":"3月30日，美国总统特朗普今天（3月30日）在社交平台发帖称，“美国正在与一个全新的、更为理性的（伊朗）政权就结束我们在伊朗的军事行动进行严肃磋商。虽已取得重大进展，但如果短期内未能达成协议，尽管协议很可能会达成，且如果霍尔木兹海峡未立即恢复通航，我们将通过炸毁并彻底抹平伊朗所有的发电站、油井及哈尔克岛，可能还包括所有海水淡化厂，来结束我们在伊朗的这次‘愉快驻留’——这些目标我们迄今有意未曾触碰。” (CCTV国际时讯)","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}