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0勋章

05-12 21:33

恒生科技跟美股里的差不多就是涨ai硬件，不涨出钱的云厂商，卖铲子的和挖金的类比，只有美股也发觉了meta的价值，港股才会涨恒生科技吧，就像腾讯460了明天财报都不敢动

05-12 19:32

这么搞，那就是等死吧整个国家就俩家好公司

韩国AI红利：闪崩之后，悬念才刚开始

05-09

未来十二个月就是用未来盈利算现在的估值，股价不会涨了吗？

存储双雄美光和闪迪持续暴涨，估值却仍不到10倍

05-09

悠着点兄弟，买了不少了

@芳芳Fancy:$SNDK 20260508 1400.0 PUT$

05-08

$SNDQ 20260515 10.0 CALL$ 造孽，敢去空美股当红炸子鸡，趋势为王啊，相信光，相信算力，相信存储

05-08

不差钱

异动解读 | SK海力士对投资提案态度谨慎引发市场担忧，南方两倍做多海力士盘中大跌5.05%

05-07

$高通(QCOM)$ 只想说，168的高通没有珍惜至少曾经拥有过

05-06

$美国超微公司(AMD)$ 早上是不是才四个点这会怎么又十六个点了，谁知道？

05-06

真是难以想象

超微电脑第三财季调整后每股收益0.84美元，同比大增超170%

05-06

$微黄金2606(MGC2606)$ 黄金变味了，易跌难涨，不好搞了

05-05

$微黄金2606(MGC2606)$ 还有救吗？变成不认识的大黄了，之前战争都可以到4850，现在停战变成4550了，怎么办？

05-04

该涨了吧，轮也轮到了

港股异动 | 恒生科技指数大涨3.7%，小米集团涨超10%，阿里巴巴涨超6%

05-04

神经了吗？我刚卖了

港股异动 | 小米集团涨超9%，小米汽车4月交付量超3万，新一代SU7锁单已超7万

05-01

$微黄金2606(MGC2606)$ 一念地狱，一念天堂，三月份开始就是逢低做多，逢高减持，这次从4750开始抄底太急了，4700以上搞了三手，4580，4550各一手几次都提示不够保证金了，而且心态还是有点要崩，下午4577再梭哈俩手，4638卖一手，4688再卖俩手剩下的4750以上卖，当拉低平均价了，用这种忍受回撤的账面盈利多了但是忍受回撤还是挺折磨，尤其下午这莫名其妙的4630到4570再下去就真没上涨趋势了

05-01

$微型WTI原油2606(MCL2606)$ 这个波动真是够大，要赚钱经历的回撤也不小，才能换取盈利前进那么点

04-30

怎么国内科技龙头还要跌，国外和a股科技涨那么多

港股期权｜腾讯认沽合约飙升650%，阿里榜首认沽合约布局110港元

04-28

朗子就是不知道自己姓啥了？为了自己不惜拉全世界给你擦屁股垫背，核都不想交出来，自己油库爆了就该急了吧

消息人士：伊朗预计将很快提交修订版和平提案

04-28

今天不就破1000去950了吗

NAND站上超级周期风口！ AI智能体浪潮拉爆存储需求，市场坚信闪迪业绩炸裂

04-28

意思是看好自己的股票了？不要利息都赎回

美团：提前赎回本金14.814亿美元的2028年债券

04-27

$闪迪(SNDK)$ 哥再来一次做空白银的刺激，那么现在在什么位置呢？两万点还是三万点

去老虎APP查看更多动态

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17:34","market":"other","language":"zh","title":"韩国AI红利：闪崩之后，悬念才刚开始","url":"https://stock-news.laohu8.com/highlight/detail?id=1150444551","media":"华尔街见闻","summary":"一条Facebook帖子，让韩国股市从8000点门口直坠7%。总统政策室长抛出\"国民红利\"，点燃市场对三星、SK海力士遭征超额利润税的恐慌——两者合计占指数42.2%，一个没有定义的词，已成悬在韩国牛市头顶最昂贵的悬念。\n","content":"<html><head></head><body><p>一条Facebook帖子，打断了韩国股市冲向8000点的狂奔。</p><p style=\"text-align: justify;\">KOSPI当天盘中最大跌幅超过7%，三星和SK海力士蒸发了数十万亿韩元市值。触发这场震荡的，只是韩国总统首席政策顾问的一个问题：三星和SK海力士一季度净利润分别暴增755%和398%，AI带来的这笔超额利润，凭什么不分给全体国民（“公民红利”）？</p><p style=\"text-align: justify;\">这不是一次正常的市场调整。“公民红利”至今没有任何定义，而一个没有定义的词悬在空中，才是这个故事真正的风险所在。</p><h2 id=\"id_4012521358\">一条帖子，让8000点的庆功宴提前散场</h2><p style=\"text-align: justify;\">5月11日，KOSPI触发熔断，收涨5%，SK海力士市值突破1000万亿韩元大关。</p><p style=\"text-align: justify;\">12日一早，延续前日的亢奋，KOSPI继续冲高至7999.68点——离历史性的&#34;八千点大关&#34;只差0.03%。</p><p style=\"text-align: justify;\">然后，韩国总统政策室长金容范的Facebook帖子出现了：</p><blockquote><p style=\"text-align: justify;\">如果AI基础设施供应链的战略地位创造了结构性繁荣、并带来历史级别的超额税收，那么如何使用这笔钱，不是一道选择题，而是理应认真思考的设计题。</p><p style=\"text-align: justify;\">——가칭 &#39;국민배당금&#39; 원칙 제안（提议设立&#34;国民红利&#34;原则）</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7118ff28be4279551d2a5dbfb3baca49\" tg-width=\"1222\" tg-height=\"1106\"/></p></blockquote><p style=\"text-align: justify;\"><strong>市场读出的版本只有四个字：征税三星。</strong></p><p style=\"text-align: justify;\">两家公司的财报就摆在那里：SK海力士一季度净利润40.35万亿韩元，同比+398%，营业利润率72%；三星一季度营业利润57.2万亿韩元，同比+755%，刚刚跻身万亿美元市值俱乐部。&#34;超额利润&#34;这个词对着这两张财报，没有任何歧义。</p><p style=\"text-align: justify;\">KOSPI从7999点直接跌穿7400点，日内最大跌幅超过7%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d16b3733629fc225542ad49beacb35ff\" tg-width=\"1220\" tg-height=\"910\"/></p><h2 id=\"id_2640453933\">&#34;超额税收&#34;是没有刻度的尺子，这才是关键风险</h2><p style=\"text-align: justify;\"><strong>数小时后，金容范补充说明：资金来源是AI繁荣带来的&#34;超额税收&#34;，不是直接向企业征税的新机制。</strong>KOSPI止跌，收盘跌幅收窄至2.29%（收7643.15点）。Mirae Asset前1%的交易员逢低买入三星和SK海力士。</p><p style=\"text-align: justify;\">但&#34;超额税收&#34;这四个字，是一把没有刻度的尺子，它有两种截然不同的解读。</p><p style=\"text-align: justify;\"><strong>温和版本：韩国法人税因AI景气自然超收，政府将超收部分纳入一般预算、定向补贴低收入群体——这对三星和SK海力士的实际利润没有任何影响，只是财政资金的流向调整。</strong></p><p style=\"text-align: justify;\"><strong>激进版本：以某个利润率或ROE阈值为基准，对超出部分单独征收&#34;超额利润税&#34;，类似挪威对石油公司78%的特别石油税——这将是韩国史上针对科技企业最重的税收机制，对三星和SK海力士的EPS影响将是结构性的。</strong></p><p style=\"text-align: justify;\">今天的澄清只确认了&#34;不直接对企业征税&#34;，但没有排除未来设立任何新机制。</p><p style=\"text-align: justify;\">两种解读之间的巨大空间，就是KOSPI收盘仍跌2.29%而不是回到平盘的原因——<strong>市场既没有定价最坏，也没有相信一切正常。</strong></p><h2 id=\"id_1614511395\">42.2%的集中度，是政策风险的天然放大器</h2><p style=\"text-align: justify;\">今天的闪崩幅度，同样也是KOSPI自身结构的产物。</p><p style=\"text-align: justify;\"><strong>三星和SK海力士合计占KOSPI市值42.2%，历史最高，较2025年初22.6%近乎翻倍——两只股票的重量几乎等于整个指数的一半。</strong>而如果考虑整个“三星系”，二者在KOSPI指数中的市值权重合计已经超过了50%。</p><p style=\"text-align: justify;\">这个结构意味着：任何明确或暗示针对三星、SK海力士的政策信号，都会以超出基本面应有幅度的方式在KOSPI上放大显现。<strong>当这两只股票因为政策传闻出现4%-10%的剧烈波动时，会迅速触发程序化交易和融资盘强制平仓（Margin Call），导致指数出现“放大级”的闪崩。</strong></p><p style=\"text-align: justify;\">下一次类似发声，仅凭集中度本身，市场反应就会更快更猛。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3d029bbaf31002d4123ff1f60b1abf2e\" tg-width=\"1211\" tg-height=\"945\"/></p><h2 id=\"id_3883310128\">李在明的落地记录：从城南青年红利到AI国民红利</h2><p style=\"text-align: justify;\">很多人把金容范今天的发声理解为&#34;政治表态，不会落地&#34;。这个判断低估了李在明政府在此类议题上的执行意志。</p><p style=\"text-align: justify;\"><strong>李在明是韩国有史以来对基本收入执念最深的总统，而且有一条连贯的落地记录。</strong></p><p style=\"text-align: justify;\">2016年城南市长任内，他推出韩国首个地方政府基本收入项目&#34;青年红利&#34;，向城南所有24岁年轻人每年发放100万韩元；2018-2021年京畿道知事任内，将覆盖范围扩大至全道，成为韩国历史上规模最大的基本收入试点；2025年当选总统后，7月内阁批准15.2万亿韩元全国性补贴方案，向全体国民发放至少15万韩元代金券，困难群体最高60万韩元。</p><p style=\"text-align: justify;\">金容范帖子发出的时机，也经过了仔细选择：<strong>5月11日KOSPI触发熔断、SK海力士市值创历史纪录——市场情绪最亢奋、政治承受度最高的窗口。澄清来得极快，数小时内到位，说明退出预案早已备好。</strong></p><p style=\"text-align: justify;\">更值得琢磨的是这套机制本身：政策层用社交媒体发声探底，用市场反应校准边界，用澄清回收过激预期——这个循环会重复，下一次会踩得更准。</p><h2 id=\"id_1115112806\">多头仍可能是对的，但它的假设上多了一道裂缝</h2><p style=\"text-align: justify;\">Citi上周把三星目标价从30万韩元上调至46万，SK海力士从170万上调至310万。当前KOSPI多头逻辑建立在一个假设之上：政策表态不会转化为具体税收机制，AI超级周期继续。这个假设今天仍是市场主流，也可能是对的。</p><p style=\"text-align: justify;\">但&#34;超额税收&#34;定义空白的含义不容小觑。</p><p style=\"text-align: justify;\">如果以AI景气前（比如2023年）作为基准年，仅SK海力士一季度的净利润就超过2023年全年总和——对应的&#34;超额税收&#34;规模，哪怕按5%提取，也将超过2万亿韩元/季度。这不是对企业直接征税，但一旦形成制度，会持续强化&#34;国民红利&#34;政策扩大的政治可行性，反过来进一步压低市场对类似政策风险的承受上限。</p><p style=\"text-align: justify;\">今天的2.29%，是市场给&#34;定义空白&#34;定的价。真正的决策节点是：韩国政府何时给&#34;超额税收&#34;加上一个数字或比例——从那一刻起，KOSPI的42.2%集中度会让回应速度和幅度都远超今天。</p></body></html>","source":"lsy1762389672944","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>韩国AI红利：闪崩之后，悬念才刚开始</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n韩国AI红利：闪崩之后，悬念才刚开始\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-12 17:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3772076><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一条Facebook帖子，打断了韩国股市冲向8000点的狂奔。KOSPI当天盘中最大跌幅超过7%，三星和SK海力士蒸发了数十万亿韩元市值。触发这场震荡的，只是韩国总统首席政策顾问的一个问题：三星和SK海力士一季度净利润分别暴增755%和398%，AI带来的这笔超额利润，凭什么不分给全体国民（“公民红利”）？这不是一次正常的市场调整。“公民红利”至今没有任何定义，而一个没有定义的词悬在空中，才是这个...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3772076\">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/62f0e0b038a04980222980c7ac9bba49","relate_stocks":{"KORU":"Direxion Daily MSCI South Korea Bull 3x Shares","KDEF":"PLUS Korea Defense Industry Index ETF","EWY":"韩国ETF-iShares MSCI","07747":"南方两倍做多三星电子","FLKR":"Franklin FTSE South Korea ETF","07709":"南方两倍做多海力士"},"source_url":"https://wallstreetcn.com/articles/3772076","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150444551","content_text":"一条Facebook帖子，打断了韩国股市冲向8000点的狂奔。KOSPI当天盘中最大跌幅超过7%，三星和SK海力士蒸发了数十万亿韩元市值。触发这场震荡的，只是韩国总统首席政策顾问的一个问题：三星和SK海力士一季度净利润分别暴增755%和398%，AI带来的这笔超额利润，凭什么不分给全体国民（“公民红利”）？这不是一次正常的市场调整。“公民红利”至今没有任何定义，而一个没有定义的词悬在空中，才是这个故事真正的风险所在。一条帖子，让8000点的庆功宴提前散场5月11日，KOSPI触发熔断，收涨5%，SK海力士市值突破1000万亿韩元大关。12日一早，延续前日的亢奋，KOSPI继续冲高至7999.68点——离历史性的\"八千点大关\"只差0.03%。然后，韩国总统政策室长金容范的Facebook帖子出现了：如果AI基础设施供应链的战略地位创造了结构性繁荣、并带来历史级别的超额税收，那么如何使用这笔钱，不是一道选择题，而是理应认真思考的设计题。——가칭 '국민배당금' 원칙 제안（提议设立\"国民红利\"原则）市场读出的版本只有四个字：征税三星。两家公司的财报就摆在那里：SK海力士一季度净利润40.35万亿韩元，同比+398%，营业利润率72%；三星一季度营业利润57.2万亿韩元，同比+755%，刚刚跻身万亿美元市值俱乐部。\"超额利润\"这个词对着这两张财报，没有任何歧义。KOSPI从7999点直接跌穿7400点，日内最大跌幅超过7%。\"超额税收\"是没有刻度的尺子，这才是关键风险数小时后，金容范补充说明：资金来源是AI繁荣带来的\"超额税收\"，不是直接向企业征税的新机制。KOSPI止跌，收盘跌幅收窄至2.29%（收7643.15点）。Mirae Asset前1%的交易员逢低买入三星和SK海力士。但\"超额税收\"这四个字，是一把没有刻度的尺子，它有两种截然不同的解读。温和版本：韩国法人税因AI景气自然超收，政府将超收部分纳入一般预算、定向补贴低收入群体——这对三星和SK海力士的实际利润没有任何影响，只是财政资金的流向调整。激进版本：以某个利润率或ROE阈值为基准，对超出部分单独征收\"超额利润税\"，类似挪威对石油公司78%的特别石油税——这将是韩国史上针对科技企业最重的税收机制，对三星和SK海力士的EPS影响将是结构性的。今天的澄清只确认了\"不直接对企业征税\"，但没有排除未来设立任何新机制。两种解读之间的巨大空间，就是KOSPI收盘仍跌2.29%而不是回到平盘的原因——市场既没有定价最坏，也没有相信一切正常。42.2%的集中度，是政策风险的天然放大器今天的闪崩幅度，同样也是KOSPI自身结构的产物。三星和SK海力士合计占KOSPI市值42.2%，历史最高，较2025年初22.6%近乎翻倍——两只股票的重量几乎等于整个指数的一半。而如果考虑整个“三星系”，二者在KOSPI指数中的市值权重合计已经超过了50%。这个结构意味着：任何明确或暗示针对三星、SK海力士的政策信号，都会以超出基本面应有幅度的方式在KOSPI上放大显现。当这两只股票因为政策传闻出现4%-10%的剧烈波动时，会迅速触发程序化交易和融资盘强制平仓（Margin Call），导致指数出现“放大级”的闪崩。下一次类似发声，仅凭集中度本身，市场反应就会更快更猛。李在明的落地记录：从城南青年红利到AI国民红利很多人把金容范今天的发声理解为\"政治表态，不会落地\"。这个判断低估了李在明政府在此类议题上的执行意志。李在明是韩国有史以来对基本收入执念最深的总统，而且有一条连贯的落地记录。2016年城南市长任内，他推出韩国首个地方政府基本收入项目\"青年红利\"，向城南所有24岁年轻人每年发放100万韩元；2018-2021年京畿道知事任内，将覆盖范围扩大至全道，成为韩国历史上规模最大的基本收入试点；2025年当选总统后，7月内阁批准15.2万亿韩元全国性补贴方案，向全体国民发放至少15万韩元代金券，困难群体最高60万韩元。金容范帖子发出的时机，也经过了仔细选择：5月11日KOSPI触发熔断、SK海力士市值创历史纪录——市场情绪最亢奋、政治承受度最高的窗口。澄清来得极快，数小时内到位，说明退出预案早已备好。更值得琢磨的是这套机制本身：政策层用社交媒体发声探底，用市场反应校准边界，用澄清回收过激预期——这个循环会重复，下一次会踩得更准。多头仍可能是对的，但它的假设上多了一道裂缝Citi上周把三星目标价从30万韩元上调至46万，SK海力士从170万上调至310万。当前KOSPI多头逻辑建立在一个假设之上：政策表态不会转化为具体税收机制，AI超级周期继续。这个假设今天仍是市场主流，也可能是对的。但\"超额税收\"定义空白的含义不容小觑。如果以AI景气前（比如2023年）作为基准年，仅SK海力士一季度的净利润就超过2023年全年总和——对应的\"超额税收\"规模，哪怕按5%提取，也将超过2万亿韩元/季度。这不是对企业直接征税，但一旦形成制度，会持续强化\"国民红利\"政策扩大的政治可行性，反过来进一步压低市场对类似政策风险的承受上限。今天的2.29%，是市场给\"定义空白\"定的价。真正的决策节点是：韩国政府何时给\"超额税收\"加上一个数字或比例——从那一刻起，KOSPI的42.2%集中度会让回应速度和幅度都远超今天。","news_type":1,"symbols_score_info":{"07747":2,"07709":2,"KORU":2,"EWY":2,"KDEF":2,"FLKR":2}},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562300724823896,"gmtCreate":1778312224748,"gmtModify":1778312227168,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"未来十二个月就是用未来盈利算现在的估值，股价不会涨了吗？","listText":"未来十二个月就是用未来盈利算现在的估值，股价不会涨了吗？","text":"未来十二个月就是用未来盈利算现在的估值，股价不会涨了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562300724823896","repostId":"1135015509","repostType":2,"repost":{"id":"1135015509","kind":"news","weMediaInfo":{"introduction":"中国最具影响力的财经新闻媒体《财经》携手道琼斯媒体集团，引入百年历史的《巴伦》（Barron's）独家内容，打造涵盖全球金融信息、市场动态、行业分析、公司研究及理财顾问评估的全球投资平台。","home_visible":1,"media_name":"Barrons巴伦","id":"1063202233","head_image":"https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab"},"pubTimestamp":1778310899,"share":"https://www.laohu8.com/m/news/1135015509?lang=zh_CN&edition=full","pubTime":"2026-05-09 15:14","market":"us","language":"zh","title":"存储双雄美光和闪迪持续暴涨，估值却仍不到10倍","url":"https://stock-news.laohu8.com/highlight/detail?id=1135015509","media":"Barrons巴伦","summary":"根源依旧不变：人工智能。","content":"<html><head></head><body><p>作者｜内特·沃尔夫</p><p style=\"text-align: justify;\">受一系列消息刺激，市场普遍预期存储芯片需求爆棚、供给紧缺， <a href=\"https://laohu8.com/S/MU\">美光科技</a> 与 <a href=\"https://laohu8.com/S/SNDK\">闪迪</a> 本周延续历史性大涨行情。</p><p style=\"text-align: justify;\">道琼斯市场数据显示，存储芯片大厂美光科技周五单日暴涨超15%，本周累计涨幅达到36%，创下该股自2008年以来最佳单周表现。</p><p style=\"text-align: justify;\">专攻闪存领域的闪迪周五暴涨超16%，本周累计涨幅达30%。自去年2月从西部数据分拆上市以来，其股价累计飙升超4300%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/808c6ee5af65052b6071884b0a6feeba\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">本周存储双雄股价大涨，根源依旧不变：<strong>人工智能</strong>。</p><p style=\"text-align: justify;\">各大科技巨头最新季度财报均显示，AI投资持续加码、芯片零部件供不应求，而存储芯片更是<strong>紧缺重灾区</strong>。在此背景下，闪迪上周财报轻松超出市场预期，也就不足为奇。</p><p style=\"text-align: justify;\">供应瓶颈日益收紧已导致内存价格飙升，而<strong>最新迹象是，客户主动提出愿意为增加产能买单。</strong>据路透社周四报道，多家科技公司已向韩国内存芯片制造商SK海力士提出，愿意投资其生产线并资助其购买制造设备。</p><p style=\"text-align: justify;\">SK海力士暂未回应Barron&#39;s的置评请求。</p><p style=\"text-align: justify;\"><strong>从需求端来看，AI热潮没有任何放缓迹象。</strong>仅在本周，Anthropic同意租用SpaceX的AI算力；超威半导体（AMD）报告数据中心销售额大幅跃升；阿卡迈技术公司（Akamai Technologies）则与一家未披露名称的AI模型提供商签下了价值18亿美元的基础设施协议。</p><p style=\"text-align: justify;\">法国巴黎银行分析师尼克·琼斯（Nick Jones）在周四的一份研究报告中写道：<strong>“近期各类消息均表明，AI基础设施需求依然强劲。”</strong>基础设施越多，就意味着需要更多组件，也就意味着闪迪和美光将迎来更多业务。</p><p style=\"text-align: justify;\">尽管股价大幅冲高，但投资者并非仅凭炒作。<strong>闪迪的股价约为未来12个月预期盈利的9.5倍，美光则为8.6倍。这大致与一年前分别为8倍和8.7倍的预期市盈率相当，且远低于费城半导体指数25.9倍的平均市盈率。</strong></p><p style=\"text-align: justify;\">费城半导体指数周五大涨 4.9%，整体芯片板块迎来了一个极为出色的交易日。</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\" 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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存储双雄美光和闪迪持续暴涨，估值却仍不到10倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Barrons巴伦 </p>\n<p class=\"h-time\">2026-05-09 15:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>作者｜内特·沃尔夫</p><p style=\"text-align: justify;\">受一系列消息刺激，市场普遍预期存储芯片需求爆棚、供给紧缺， <a href=\"https://laohu8.com/S/MU\">美光科技</a> 与 <a href=\"https://laohu8.com/S/SNDK\">闪迪</a> 本周延续历史性大涨行情。</p><p style=\"text-align: justify;\">道琼斯市场数据显示，存储芯片大厂美光科技周五单日暴涨超15%，本周累计涨幅达到36%，创下该股自2008年以来最佳单周表现。</p><p style=\"text-align: justify;\">专攻闪存领域的闪迪周五暴涨超16%，本周累计涨幅达30%。自去年2月从西部数据分拆上市以来，其股价累计飙升超4300%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/808c6ee5af65052b6071884b0a6feeba\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">本周存储双雄股价大涨，根源依旧不变：<strong>人工智能</strong>。</p><p style=\"text-align: justify;\">各大科技巨头最新季度财报均显示，AI投资持续加码、芯片零部件供不应求，而存储芯片更是<strong>紧缺重灾区</strong>。在此背景下，闪迪上周财报轻松超出市场预期，也就不足为奇。</p><p style=\"text-align: justify;\">供应瓶颈日益收紧已导致内存价格飙升，而<strong>最新迹象是，客户主动提出愿意为增加产能买单。</strong>据路透社周四报道，多家科技公司已向韩国内存芯片制造商SK海力士提出，愿意投资其生产线并资助其购买制造设备。</p><p style=\"text-align: justify;\">SK海力士暂未回应Barron&#39;s的置评请求。</p><p style=\"text-align: justify;\"><strong>从需求端来看，AI热潮没有任何放缓迹象。</strong>仅在本周，Anthropic同意租用SpaceX的AI算力；超威半导体（AMD）报告数据中心销售额大幅跃升；阿卡迈技术公司（Akamai Technologies）则与一家未披露名称的AI模型提供商签下了价值18亿美元的基础设施协议。</p><p style=\"text-align: justify;\">法国巴黎银行分析师尼克·琼斯（Nick Jones）在周四的一份研究报告中写道：<strong>“近期各类消息均表明，AI基础设施需求依然强劲。”</strong>基础设施越多，就意味着需要更多组件，也就意味着闪迪和美光将迎来更多业务。</p><p style=\"text-align: justify;\">尽管股价大幅冲高，但投资者并非仅凭炒作。<strong>闪迪的股价约为未来12个月预期盈利的9.5倍，美光则为8.6倍。这大致与一年前分别为8倍和8.7倍的预期市盈率相当，且远低于费城半导体指数25.9倍的平均市盈率。</strong></p><p style=\"text-align: justify;\">费城半导体指数周五大涨 4.9%，整体芯片板块迎来了一个极为出色的交易日。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3e519e5deb115e28b13aae857933bc7e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135015509","content_text":"作者｜内特·沃尔夫受一系列消息刺激，市场普遍预期存储芯片需求爆棚、供给紧缺， 美光科技 与 闪迪 本周延续历史性大涨行情。道琼斯市场数据显示，存储芯片大厂美光科技周五单日暴涨超15%，本周累计涨幅达到36%，创下该股自2008年以来最佳单周表现。专攻闪存领域的闪迪周五暴涨超16%，本周累计涨幅达30%。自去年2月从西部数据分拆上市以来，其股价累计飙升超4300%。本周存储双雄股价大涨，根源依旧不变：人工智能。各大科技巨头最新季度财报均显示，AI投资持续加码、芯片零部件供不应求，而存储芯片更是紧缺重灾区。在此背景下，闪迪上周财报轻松超出市场预期，也就不足为奇。供应瓶颈日益收紧已导致内存价格飙升，而最新迹象是，客户主动提出愿意为增加产能买单。据路透社周四报道，多家科技公司已向韩国内存芯片制造商SK海力士提出，愿意投资其生产线并资助其购买制造设备。SK海力士暂未回应Barron's的置评请求。从需求端来看，AI热潮没有任何放缓迹象。仅在本周，Anthropic同意租用SpaceX的AI算力；超威半导体（AMD）报告数据中心销售额大幅跃升；阿卡迈技术公司（Akamai Technologies）则与一家未披露名称的AI模型提供商签下了价值18亿美元的基础设施协议。法国巴黎银行分析师尼克·琼斯（Nick Jones）在周四的一份研究报告中写道：“近期各类消息均表明，AI基础设施需求依然强劲。”基础设施越多，就意味着需要更多组件，也就意味着闪迪和美光将迎来更多业务。尽管股价大幅冲高，但投资者并非仅凭炒作。闪迪的股价约为未来12个月预期盈利的9.5倍，美光则为8.6倍。这大致与一年前分别为8倍和8.7倍的预期市盈率相当，且远低于费城半导体指数25.9倍的平均市盈率。费城半导体指数周五大涨 4.9%，整体芯片板块迎来了一个极为出色的交易日。","news_type":1,"symbols_score_info":{"MULL":0.6,"SNDU":0.6,"SNXX":0.6,"SNDK":2,"MU":2,"MUD":0.6,"MUU":0.6}},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562080952628776,"gmtCreate":1778258508172,"gmtModify":1778258510495,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"悠着点兄弟，买了不少了","listText":"悠着点兄弟，买了不少了","text":"悠着点兄弟，买了不少了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562080952628776","repostId":"562057563317088","repostType":1,"repost":{"id":562057563317088,"gmtCreate":1778253859434,"gmtModify":1778261898677,"author":{"id":"4190960833696962","authorId":"4190960833696962","name":"芳芳Fancy","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4190960833696962","authorIdStr":"4190960833696962"},"themes":[],"title":"","htmlText":"<a 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10:21","market":"us","language":"zh","title":"异动解读 | SK海力士对投资提案态度谨慎引发市场担忧，南方两倍做多海力士盘中大跌5.05%","url":"https://stock-news.laohu8.com/highlight/detail?id=1160749096","media":"异动解读","summary":"南方两倍做多海力士今日盘中出现大幅下挫，跌幅达5.05%，市场关注度显著提升。消息面上，其追踪的标的公司SK海力士成为焦点。然而，消息人士指出，SK海力士由于手头宽裕且不愿受制于特定买方，对这些财务承诺态度谨慎。SK海力士方面拒绝透露合同细节，但表示正在全面检讨各种不同于传统长期协议的方案。","content":"<p>南方两倍做多海力士今日盘中出现大幅下挫，跌幅达5.05%，市场关注度显著提升。</p><p>消息面上，其追踪的标的公司SK海力士成为焦点。据路透社独家报道，全球科技巨头为应对芯片短缺，正积极拉拢SK海力士，提出了包括投资其新生产线及出资协助购买昂贵制造设备（如极紫外光刻机）等一系列方案。然而，消息人士指出，SK海力士由于手头宽裕且不愿受制于特定买方，对这些财务承诺态度谨慎。市场分析认为，在人工智能热潮推动芯片需求激增的背景下，SK海力士的谨慎姿态可能引发投资者对其未来产能扩张速度与市场份额获取能力的担忧，进而影响了与其股价挂钩的杠杆产品表现。</p><p>SK海力士方面拒绝透露合同细节，但表示正在全面检讨各种不同于传统长期协议的方案。该公司的表态与行业动态，直接牵动着相关杠杆产品的价格波动。</p>","source":"ai_movement_cn","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 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0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读 | SK海力士对投资提案态度谨慎引发市场担忧，南方两倍做多海力士盘中大跌5.05%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2026-05-08 10:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>南方两倍做多海力士今日盘中出现大幅下挫，跌幅达5.05%，市场关注度显著提升。</p><p>消息面上，其追踪的标的公司SK海力士成为焦点。据路透社独家报道，全球科技巨头为应对芯片短缺，正积极拉拢SK海力士，提出了包括投资其新生产线及出资协助购买昂贵制造设备（如极紫外光刻机）等一系列方案。然而，消息人士指出，SK海力士由于手头宽裕且不愿受制于特定买方，对这些财务承诺态度谨慎。市场分析认为，在人工智能热潮推动芯片需求激增的背景下，SK海力士的谨慎姿态可能引发投资者对其未来产能扩张速度与市场份额获取能力的担忧，进而影响了与其股价挂钩的杠杆产品表现。</p><p>SK海力士方面拒绝透露合同细节，但表示正在全面检讨各种不同于传统长期协议的方案。该公司的表态与行业动态，直接牵动着相关杠杆产品的价格波动。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"07709":"南方两倍做多海力士"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160749096","content_text":"南方两倍做多海力士今日盘中出现大幅下挫，跌幅达5.05%，市场关注度显著提升。消息面上，其追踪的标的公司SK海力士成为焦点。据路透社独家报道，全球科技巨头为应对芯片短缺，正积极拉拢SK海力士，提出了包括投资其新生产线及出资协助购买昂贵制造设备（如极紫外光刻机）等一系列方案。然而，消息人士指出，SK海力士由于手头宽裕且不愿受制于特定买方，对这些财务承诺态度谨慎。市场分析认为，在人工智能热潮推动芯片需求激增的背景下，SK海力士的谨慎姿态可能引发投资者对其未来产能扩张速度与市场份额获取能力的担忧，进而影响了与其股价挂钩的杠杆产品表现。SK海力士方面拒绝透露合同细节，但表示正在全面检讨各种不同于传统长期协议的方案。该公司的表态与行业动态，直接牵动着相关杠杆产品的价格波动。","news_type":1,"symbols_score_info":{"07709":1}},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561712178025440,"gmtCreate":1778168462562,"gmtModify":1778168474606,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$&nbsp;</a> 只想说，168的高通没有珍惜至少曾经拥有过","listText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$&nbsp;</a> 只想说，168的高通没有珍惜至少曾经拥有过","text":"$高通(QCOM)$ 只想说，168的高通没有珍惜至少曾经拥有过","images":[{"img":"https://static.tigerbbs.com/0f4c0c226c41cde4a3cb0fd5004df76c","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/561712178025440","isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"content":"168买了又卖了，补黄金保证金，还是吃了资金少的亏啊","text":"168买了又卖了，补黄金保证金，还是吃了资金少的亏啊","html":"168买了又卖了，补黄金保证金，还是吃了资金少的亏啊"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":561246840518224,"gmtCreate":1778054877206,"gmtModify":1778054879469,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 早上是不是才四个点这会怎么又十六个点了，谁知道？","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 早上是不是才四个点这会怎么又十六个点了，谁知道？","text":"$美国超微公司(AMD)$ 早上是不是才四个点这会怎么又十六个点了，谁知道？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561246840518224","isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561120504550328,"gmtCreate":1778024010192,"gmtModify":1778024012662,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"真是难以想象","listText":"真是难以想象","text":"真是难以想象","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561120504550328","repostId":"2633296569","repostType":2,"repost":{"id":"2633296569","kind":"live","pubTimestamp":1778012325,"share":"https://www.laohu8.com/m/news/2633296569?lang=zh_CN&edition=full","pubTime":"2026-05-06 04:18","market":"us","language":"zh","title":"超微电脑第三财季调整后每股收益0.84美元，同比大增超170%","url":"https://stock-news.laohu8.com/highlight/detail?id=2633296569","media":"智通财经","summary":"超微电脑2026财年第三财季销售额102亿美元，上一财年同期为46亿美元；调整后每股收益 0.84 美元，高出分析师一致预期的0.62美元，较去年同期的每股收益 0.31 美元同比大增 170.97%","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>2026财年第三财季销售额102亿美元，上一财年同期为46亿美元；调整后每股收益 0.84 美元，高出分析师一致预期的0.62美元，较去年同期的每股收益 0.31 美元同比大增 170.97%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c0d0054b51ac6402f90c28699d28b70\" title=\"\" tg-width=\"1187\" tg-height=\"476\"/></p><h2 id=\"id_3941912607\">展望</h2><p>公司预计2026财年第四季度（截至2026年6月30日）净销售额将在110亿美元至125亿美元之间，GAAP摊薄后每股净收益为0.53美元至0.67美元，非GAAP摊薄后每股净收益为0.65美元至0.79美元。</p><p>公司对GAAP和非GAAP摊薄后每股净收益的预测分别基于约19.4%和20.4%的税率，以及GAAP摊薄后股份总数为6.95亿股、非GAAP摊薄后股份总数为7.12亿股的假设。</p><p>据悉，部分客户因电力配置、冷却系统等基础设施未能如期就位，导致服务器交付时间表被迫调整。公司管理层指出，相关订单并未取消，只是交付周期需要顺延至下个财季。目前超微电脑正与客户紧密合作，加速场地验收流程，确保设备到位后能快速完成部署。</p><p style=\"text-align: start;\">首席执行官特别说明，人工智能服务器需求依然强劲，积压订单规模持续扩大。此次营收确认的延迟仅涉及时间节点问题，对全年业绩指引维持不变。公司预计第四财季将迎来显著反弹，届时延迟交付的订单将集中确认收入。</p><p>超微电脑盘后股价大涨超17%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c267901789dfb3b672861e76a0350608\" title=\"\" tg-width=\"540\" tg-height=\"165\"/></p></body></html>","source":"live_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>超微电脑第三财季调整后每股收益0.84美元，同比大增超170%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n超微电脑第三财季调整后每股收益0.84美元，同比大增超170%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-06 04:18 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>超微电脑2026财年第三财季销售额102亿美元，上一财年同期为46亿美元；调整后每股收益 0.84 美元，高出分析师一致预期的0.62美元，较去年同期的每股收益 0.31 美元同比大增 170.97%。展望公司预计2026财年第四季度（截至2026年6月30日）净销售额将在110亿美元至125亿美元之间，GAAP摊薄后每股净收益为0.53美元至0.67美元，非GAAP摊薄后每股净收益为0.65美元...</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/dfec884e715459d0d0ac8c334542a665","relate_stocks":{"SMCI":"超微电脑","SMCX":"2倍做多SMCI ETF-Defiance","SMCC":"Defiance Leveraged Long + Income SMCI ETF","SMYY":"GraniteShares YieldBOOST SMCI ETF","SMCY":"SMCI期权收益策略ETF-YieldMax","CHPS":"XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF","FTXL":"First Trust Nasdaq Semiconductor ETF","SMCZ":"2倍做空SMCI ETF-Defiance","SMCL":"2倍做多SMCI ETF-Graniteshares"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2633296569","content_text":"超微电脑2026财年第三财季销售额102亿美元，上一财年同期为46亿美元；调整后每股收益 0.84 美元，高出分析师一致预期的0.62美元，较去年同期的每股收益 0.31 美元同比大增 170.97%。展望公司预计2026财年第四季度（截至2026年6月30日）净销售额将在110亿美元至125亿美元之间，GAAP摊薄后每股净收益为0.53美元至0.67美元，非GAAP摊薄后每股净收益为0.65美元至0.79美元。公司对GAAP和非GAAP摊薄后每股净收益的预测分别基于约19.4%和20.4%的税率，以及GAAP摊薄后股份总数为6.95亿股、非GAAP摊薄后股份总数为7.12亿股的假设。据悉，部分客户因电力配置、冷却系统等基础设施未能如期就位，导致服务器交付时间表被迫调整。公司管理层指出，相关订单并未取消，只是交付周期需要顺延至下个财季。目前超微电脑正与客户紧密合作，加速场地验收流程，确保设备到位后能快速完成部署。首席执行官特别说明，人工智能服务器需求依然强劲，积压订单规模持续扩大。此次营收确认的延迟仅涉及时间节点问题，对全年业绩指引维持不变。公司预计第四财季将迎来显著反弹，届时延迟交付的订单将集中确认收入。超微电脑盘后股价大涨超17%。","news_type":1,"symbols_score_info":{"CHPS":1.1,"SMCI":2,"SMYY":0.6,"SMCZ":0.6,"SMCL":0.6,"SMCC":0.6,"FTXL":1.1,"SMCY":0.6,"SMCX":0.6}},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561016328983104,"gmtCreate":1777998674921,"gmtModify":1777998687415,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/MGC2606\">$微黄金2606(MGC2606)$</a> 黄金变味了，易跌难涨，不好搞了","listText":"<a href=\"https://laohu8.com/FUT/MGC2606\">$微黄金2606(MGC2606)$</a> 黄金变味了，易跌难涨，不好搞了","text":"$微黄金2606(MGC2606)$ 黄金变味了，易跌难涨，不好搞了","images":[{"img":"https://static.tigerbbs.com/adad57a1f4e0fbf4c3a96833b6bcd55d","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561016328983104","isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":560838644335808,"gmtCreate":1777955200251,"gmtModify":1777955266851,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/MGC2606\">$微黄金2606(MGC2606)$</a> 还有救吗？变成不认识的大黄了，之前战争都可以到4850，现在停战变成4550了，怎么办？","listText":"<a href=\"https://laohu8.com/FUT/MGC2606\">$微黄金2606(MGC2606)$</a> 还有救吗？变成不认识的大黄了，之前战争都可以到4850，现在停战变成4550了，怎么办？","text":"$微黄金2606(MGC2606)$ 还有救吗？变成不认识的大黄了，之前战争都可以到4850，现在停战变成4550了，怎么办？","images":[{"img":"https://static.tigerbbs.com/6c4696bfa0a8112a01dff78deca60ecc","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560838644335808","isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":560470141924656,"gmtCreate":1777865308388,"gmtModify":1777865310617,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"该涨了吧，轮也轮到了","listText":"该涨了吧，轮也轮到了","text":"该涨了吧，轮也轮到了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560470141924656","repostId":"1195421572","repostType":2,"repost":{"id":"1195421572","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":1777864729,"share":"https://www.laohu8.com/m/news/1195421572?lang=zh_CN&edition=full","pubTime":"2026-05-04 11:18","market":"hk","language":"zh","title":"港股异动 | 恒生科技指数大涨3.7%，小米集团涨超10%，阿里巴巴涨超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1195421572","media":"老虎资讯综合","summary":"百度、快手涨超5%，美团涨超3%，腾讯涨超2%。","content":"<html><head></head><body><p>周一，港股在5月首个交易日中表现强势，其中恒生科技指数盘中大涨3.7%。热门科技股普涨， <a href=\"https://laohu8.com/S/01810\">小米集团-W</a> 涨超10%， <a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a> 涨超6%， <a href=\"https://laohu8.com/S/09888\">百度集团-SW</a> 、 <a href=\"https://laohu8.com/S/01024\">快手-W</a> 涨超5%， <a href=\"https://laohu8.com/S/03690\">美团-W</a> 涨超3%， <a href=\"https://laohu8.com/S/00700\">腾讯控股</a> 涨超2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad27a61a269fb47d0224988562b37dd0\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></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>港股异动 | 恒生科技指数大涨3.7%，小米集团涨超10%，阿里巴巴涨超6%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 恒生科技指数大涨3.7%，小米集团涨超10%，阿里巴巴涨超6%\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\">2026-05-04 11:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一，港股在5月首个交易日中表现强势，其中恒生科技指数盘中大涨3.7%。热门科技股普涨， <a href=\"https://laohu8.com/S/01810\">小米集团-W</a> 涨超10%， <a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a> 涨超6%， <a href=\"https://laohu8.com/S/09888\">百度集团-SW</a> 、 <a href=\"https://laohu8.com/S/01024\">快手-W</a> 涨超5%， <a href=\"https://laohu8.com/S/03690\">美团-W</a> 涨超3%， <a href=\"https://laohu8.com/S/00700\">腾讯控股</a> 涨超2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad27a61a269fb47d0224988562b37dd0\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"09088":"华夏恒生科技-U","03690":"美团-W","09888":"百度集团-SW","03423":"招商恒生科技","07226":"南方两倍做多恒科","09988":"阿里巴巴-W","03033":"南方恒生科技","03088":"华夏恒生科技","00700":"腾讯控股","03417":"AGX恒科备兑","HSTECH":"恒生科技指数","01810":"小米集团-W","07552":"XI二南方恒科","02837":"GX恒生科技","03067":"安硕恒生科技","09067":"安硕恒生科技-U","03032":"恒生科技ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195421572","content_text":"周一，港股在5月首个交易日中表现强势，其中恒生科技指数盘中大涨3.7%。热门科技股普涨， 小米集团-W 涨超10%， 阿里巴巴-W 涨超6%， 百度集团-SW 、 快手-W 涨超5%， 美团-W 涨超3%， 腾讯控股 涨超2%。","news_type":1,"symbols_score_info":{"03423":0.6,"03032":0.6,"09888":2,"01810":2,"07552":0.6,"09988":2,"07226":0.6,"09088":0.6,"03033":0.6,"02837":0.6,"00700":2,"09067":0.6,"03690":2,"03088":0.6,"HSTECH":2,"03067":0.6,"03417":0.6}},"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560456598823320,"gmtCreate":1777862010265,"gmtModify":1777864194297,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"神经了吗？我刚卖了","listText":"神经了吗？我刚卖了","text":"神经了吗？我刚卖了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560456598823320","repostId":"2632984251","repostType":2,"repost":{"id":"2632984251","kind":"news","pubTimestamp":1777859411,"share":"https://www.laohu8.com/m/news/2632984251?lang=zh_CN&edition=full","pubTime":"2026-05-04 09:50","market":"us","language":"zh","title":"港股异动 | 小米集团涨超9%，小米汽车4月交付量超3万，新一代SU7锁单已超7万","url":"https://stock-news.laohu8.com/highlight/detail?id=2632984251","media":"智通财经","summary":"增速创年度新高。","content":"<html><head></head><body><p>周一，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>表现强劲，盘中涨超9%。消息面上，5月1日，小米汽车公布，4月交付量超过3万辆，环比增长50%，增速创年度新高。2026年首四个月，<a href=\"https://laohu8.com/S/81810\">小米</a>汽车累计交付量达到10.9万辆，同比增长11%。5月2日，小米创办人、董事长兼CEO雷军宣布，新一代SU7锁单已超过7万台。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad25f3be4a1dfd2727f543548bad4f53\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></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>港股异动 | 小米集团涨超9%，小米汽车4月交付量超3万，新一代SU7锁单已超7万</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{ 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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港股异动 | 小米集团涨超9%，小米汽车4月交付量超3万，新一代SU7锁单已超7万\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-04 09:50 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1437750.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周一，小米集团-W表现强劲，盘中涨超9%。消息面上，5月1日，小米汽车公布，4月交付量超过3万辆，环比增长50%，增速创年度新高。2026年首四个月，小米汽车累计交付量达到10.9万辆，同比增长11%。5月2日，小米创办人、董事长兼CEO雷军宣布，新一代SU7锁单已超过7万台。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1437750.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY 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一念地狱，一念天堂，三月份开始就是逢低做多，逢高减持，这次从4750开始抄底太急了，4700以上搞了三手，4580，4550各一手几次都提示不够保证金了，而且心态还是有点要崩，下午4577再梭哈俩手，4638卖一手，4688再卖俩手剩下的4750以上卖，当拉低平均价了，用这种忍受回撤的账面盈利多了但是忍受回撤还是挺折磨，尤其下午这莫名其妙的4630到4570再下去就真没上涨趋势了","images":[{"img":"https://static.tigerbbs.com/0c5a40f54ecd53445c148d15746cc63a","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559570465563064","isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":559568594855752,"gmtCreate":1777645200095,"gmtModify":1777645222524,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/MCL2606\">$微型WTI原油2606(MCL2606)$</a> 这个波动真是够大，要赚钱经历的回撤也不小，才能换取盈利前进那么点","listText":"<a href=\"https://laohu8.com/FUT/MCL2606\">$微型WTI原油2606(MCL2606)$</a> 这个波动真是够大，要赚钱经历的回撤也不小，才能换取盈利前进那么点","text":"$微型WTI原油2606(MCL2606)$ 这个波动真是够大，要赚钱经历的回撤也不小，才能换取盈利前进那么点","images":[{"img":"https://static.tigerbbs.com/8453e3e6a2acc52e2d5d5d36a6359122","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559568594855752","isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":559078554702184,"gmtCreate":1777525565229,"gmtModify":1777525567863,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"怎么国内科技龙头还要跌，国外和a股科技涨那么多","listText":"怎么国内科技龙头还要跌，国外和a股科技涨那么多","text":"怎么国内科技龙头还要跌，国外和a股科技涨那么多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559078554702184","repostId":"1143637427","repostType":2,"repost":{"id":"1143637427","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":1777523912,"share":"https://www.laohu8.com/m/news/1143637427?lang=zh_CN&edition=full","pubTime":"2026-04-30 12:38","market":"hk","language":"zh","title":"港股期权｜腾讯认沽合约飙升650%，阿里榜首认沽合约布局110港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1143637427","media":"老虎资讯综合","summary":"港股股票期权上午成交458252张合约。","content":"<html><head></head><body><h3 id=\"id_2372279626\">港股期权概览</h3><p>4月30日周四，港股三大指数上午低开低走，恒指跌1.23%下挫超过300点失守26000点关口，国企指数、恒生科技指数分别下跌1.28%及0.97%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/deaf231f90011541f788925205cb3d10\" title=\"\" tg-width=\"884\" tg-height=\"360\"/></p><p>港股股票期权上午成交458252张合约。腾讯、阿里巴巴、小米集团位居个股期权成交榜的前三位。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89cc6e6190aaf65bf4a236193788df48\" title=\"\" tg-width=\"633\" tg-height=\"801\"/></p><h3 id=\"id_447092050\">个股期权异动</h3><p><a href=\"https://laohu8.com/S/00700\">腾讯控股</a> 、 <a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a> 上午均跌超3%，未能实现连涨。</p><p>腾讯方面，上午排名前四的合约中，一张认购合约行权价为500港元，到期日为5月28日。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5aa1a7eedfed54d1d4898cda53a54ec5\" title=\"\" tg-width=\"768\" tg-height=\"357\"/></p><p>伴随股价走低，腾讯PUT全线大涨，一张5月8日到期的PUT，价格飙涨达650%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e6d290d8cd6512b83d40ace65052fdb\" title=\"\" tg-width=\"585\" tg-height=\"480\"/></p><p><a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a> 方面，上午排名第一的是一张认沽合约，行权价110港元，到期日为5月28日。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa49a343545f10e4362242bda748f129\" title=\"\" tg-width=\"764\" tg-height=\"417\"/></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>港股期权｜腾讯认沽合约飙升650%，阿里榜首认沽合约布局110港元</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股期权｜腾讯认沽合约飙升650%，阿里榜首认沽合约布局110港元\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\">2026-04-30 12:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_2372279626\">港股期权概览</h3><p>4月30日周四，港股三大指数上午低开低走，恒指跌1.23%下挫超过300点失守26000点关口，国企指数、恒生科技指数分别下跌1.28%及0.97%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/deaf231f90011541f788925205cb3d10\" title=\"\" tg-width=\"884\" tg-height=\"360\"/></p><p>港股股票期权上午成交458252张合约。腾讯、阿里巴巴、小米集团位居个股期权成交榜的前三位。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89cc6e6190aaf65bf4a236193788df48\" title=\"\" tg-width=\"633\" tg-height=\"801\"/></p><h3 id=\"id_447092050\">个股期权异动</h3><p><a href=\"https://laohu8.com/S/00700\">腾讯控股</a> 、 <a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a> 上午均跌超3%，未能实现连涨。</p><p>腾讯方面，上午排名前四的合约中，一张认购合约行权价为500港元，到期日为5月28日。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5aa1a7eedfed54d1d4898cda53a54ec5\" title=\"\" tg-width=\"768\" tg-height=\"357\"/></p><p>伴随股价走低，腾讯PUT全线大涨，一张5月8日到期的PUT，价格飙涨达650%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e6d290d8cd6512b83d40ace65052fdb\" title=\"\" tg-width=\"585\" tg-height=\"480\"/></p><p><a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a> 方面，上午排名第一的是一张认沽合约，行权价110港元，到期日为5月28日。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa49a343545f10e4362242bda748f129\" title=\"\" tg-width=\"764\" tg-height=\"417\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/35777a8f00b2be0aaa84a2081dbd8c3c","relate_stocks":{"00700":"腾讯控股","09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143637427","content_text":"港股期权概览4月30日周四，港股三大指数上午低开低走，恒指跌1.23%下挫超过300点失守26000点关口，国企指数、恒生科技指数分别下跌1.28%及0.97%。港股股票期权上午成交458252张合约。腾讯、阿里巴巴、小米集团位居个股期权成交榜的前三位。个股期权异动腾讯控股 、 阿里巴巴-W 上午均跌超3%，未能实现连涨。腾讯方面，上午排名前四的合约中，一张认购合约行权价为500港元，到期日为5月28日。伴随股价走低，腾讯PUT全线大涨，一张5月8日到期的PUT，价格飙涨达650%。阿里巴巴-W 方面，上午排名第一的是一张认沽合约，行权价110港元，到期日为5月28日。","news_type":1,"symbols_score_info":{"00700":2,"09988":2}},"isVote":1,"tweetType":1,"viewCount":655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558531179557592,"gmtCreate":1777391848597,"gmtModify":1777391851143,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"朗子就是不知道自己姓啥了？为了自己不惜拉全世界给你擦屁股垫背，核都不想交出来，自己油库爆了就该急了吧","listText":"朗子就是不知道自己姓啥了？为了自己不惜拉全世界给你擦屁股垫背，核都不想交出来，自己油库爆了就该急了吧","text":"朗子就是不知道自己姓啥了？为了自己不惜拉全世界给你擦屁股垫背，核都不想交出来，自己油库爆了就该急了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558531179557592","repostId":"1124107328","repostType":4,"repost":{"id":"1124107328","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":1777388675,"share":"https://www.laohu8.com/m/news/1124107328?lang=zh_CN&edition=full","pubTime":"2026-04-28 23:04","market":"fut","language":"zh","title":"消息人士：伊朗预计将很快提交修订版和平提案","url":"https://stock-news.laohu8.com/highlight/detail?id=1124107328","media":"老虎资讯综合","summary":"4月28日，据知情人士向CNN透露，在美国总统特朗普表示不接受早前版本的提议后，调解进程中的巴基斯坦方面预计将在未来几天内收到伊朗旨在结束战争的一份修订版提议。知情人士称，伊朗外长阿拉格齐在对俄罗斯进行访问后将返回德黑兰，预计他将与该国领导人进行磋商。由于与最高领袖穆杰塔巴·哈梅内伊（其下落保密）沟通存在困难，这一过程进展缓慢。特朗普此前已表示，他不会接受伊朗上周末提交的那个版本——该版本提议先结束战争，而将与伊朗核计划相关的棘手问题留到后续阶段解决。知情人士表示，这一进程仍在推进中，且充满变数，很大程度上取决于伊朗是否会提出一份美方更能接受的修订版提议。","content":"<html><head></head><body><p>4月28日，据知情人士向CNN透露，在美国总统特朗普表示不接受早前版本的提议后，调解进程中的巴基斯坦方面预计将在未来几天内收到伊朗旨在结束战争的一份修订版提议。知情人士称，伊朗外长阿拉格齐在对俄罗斯进行访问后将返回德黑兰，预计他将与该国领导人进行磋商。由于与最高领袖穆杰塔巴·哈梅内伊（其下落保密）沟通存在困难，这一过程进展缓慢。特朗普此前已表示，他不会接受伊朗上周末提交的那个版本——该版本提议先结束战争，而将与伊朗核计划相关的棘手问题留到后续阶段解决。知情人士表示，这一进程仍在推进中，且充满变数，很大程度上取决于伊朗是否会提出一份美方更能接受的修订版提议。</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>消息人士：伊朗预计将很快提交修订版和平提案</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; 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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消息人士：伊朗预计将很快提交修订版和平提案\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\">2026-04-28 23:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月28日，据知情人士向CNN透露，在美国总统特朗普表示不接受早前版本的提议后，调解进程中的巴基斯坦方面预计将在未来几天内收到伊朗旨在结束战争的一份修订版提议。知情人士称，伊朗外长阿拉格齐在对俄罗斯进行访问后将返回德黑兰，预计他将与该国领导人进行磋商。由于与最高领袖穆杰塔巴·哈梅内伊（其下落保密）沟通存在困难，这一过程进展缓慢。特朗普此前已表示，他不会接受伊朗上周末提交的那个版本——该版本提议先结束战争，而将与伊朗核计划相关的棘手问题留到后续阶段解决。知情人士表示，这一进程仍在推进中，且充满变数，很大程度上取决于伊朗是否会提出一份美方更能接受的修订版提议。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/722d11bf4969293456955d43d37c93bd","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124107328","content_text":"4月28日，据知情人士向CNN透露，在美国总统特朗普表示不接受早前版本的提议后，调解进程中的巴基斯坦方面预计将在未来几天内收到伊朗旨在结束战争的一份修订版提议。知情人士称，伊朗外长阿拉格齐在对俄罗斯进行访问后将返回德黑兰，预计他将与该国领导人进行磋商。由于与最高领袖穆杰塔巴·哈梅内伊（其下落保密）沟通存在困难，这一过程进展缓慢。特朗普此前已表示，他不会接受伊朗上周末提交的那个版本——该版本提议先结束战争，而将与伊朗核计划相关的棘手问题留到后续阶段解决。知情人士表示，这一进程仍在推进中，且充满变数，很大程度上取决于伊朗是否会提出一份美方更能接受的修订版提议。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558477718582528,"gmtCreate":1777378803810,"gmtModify":1777378806210,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"今天不就破1000去950了吗","listText":"今天不就破1000去950了吗","text":"今天不就破1000去950了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558477718582528","repostId":"2630340377","repostType":2,"repost":{"id":"2630340377","kind":"news","pubTimestamp":1777371315,"share":"https://www.laohu8.com/m/news/2630340377?lang=zh_CN&edition=full","pubTime":"2026-04-28 18:15","market":"us","language":"zh","title":"NAND站上超级周期风口！ AI智能体浪潮拉爆存储需求，市场坚信闪迪业绩炸裂","url":"https://stock-news.laohu8.com/highlight/detail?id=2630340377","media":"智通财经","summary":"对于2026财年第三季度，市场一致预期闪迪调整后的每股收益约为14.55美元，GAAP每股收益预期则为13.82美元。该季度总营收预计将高达47.2亿美元，相比之下上年同期则仅仅约为17亿美元。Melius 的分析师们认为，人工智能热潮将推动存储需求持续增长至本十年末，美国存储芯片双雄美光与闪迪两家公司股价仍有进一步上行的牛市空间。AI引爆“存储超级周期”!","content":"<html><head></head><body><p>截至周一美股市场收盘，全球SSD存储产品领军者<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>股价延续2025年以来的无比强劲涨势，截至收盘大涨超8%，其股价自2026年初以来可谓暴涨超350%大幅跑赢全球股市基准指数，总市值接近1600亿美元。在整个2025年，闪迪股价涨幅高达惊人的580%，今年在AI基建狂潮带来的近乎无止境存储芯片需求推动之下，仍在上演“全球存储芯片神话”般的史诗级涨势，乃全球股市毋庸置疑的AI算力基础设施主题“超级大牛股”。</p><p>闪迪将于美东时间4月30日周四盘后公布其2026财年第三季度财务业绩，就在该公司万众瞩目的业绩数据发布前夕，包括<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>在内的多家华尔街金融巨头上调了它们对于闪迪的最新目标价和每股收益预期，凸显出市场普遍看好该公司业绩强势超预期且带动股价继续创新高。</p><p>由资深分析师Joseph Moore带领的摩根士丹利分析师团队在周一的一份投资者报告中表示：“目前第三方预测显示，<strong>整体NAND平均销售价格(ASP)将在第一季度大幅上涨约90%，第二季度有望上涨70%至75%，其中大型数据中心级客户eSSD表现可能相对更强劲(相较于NAND存储同行，这是闪迪特别强势的一个细分领域</strong>)。”此外，摩根士丹利将闪迪目标价从690美元大幅上调至1100美元，并维持其“增持”评级。</p><p>Moore等分析师指出：“我们仍然非常看好该股，但市场已充分理解其近期强势;要相信这种强势的持续时间，可能还需要一段时间。对我们而言，DRAM仍然是AI增长更严重的瓶颈，但NAND也将紧随其后，而更长期的数据中心企业级别预付款本身应该已经说明问题。并且相较于DRAM，NAND资本开支仍然较低，因此供应扩张并不是追赶需求的因素。”</p><p><strong>在每股收益方面，摩根士丹利将其对于闪迪的2026年预期从此前予以的41.09美元大幅上调至53.24美元，同时还将2027年预期从82.73美元大幅上调至155.06美元，将2028年每股收益预期从91.92美元上调至134.13美元。</strong></p><p>对于2026财年第三季度，市场一致预期闪迪调整后的每股收益约为14.55美元，GAAP每股收益预期则为13.82美元。该季度总营收预计将高达47.2亿美元，相比之下上年同期则仅仅约为17亿美元。</p><p>另一华尔街知名机构——即明星分析师Ben Reitzes领导的Melius分析师团队首次覆盖闪迪，<strong>并且予以“买入”评级和高达1350美元的目标股价。截至周一美股收盘，闪迪股价收于1070美元附近。Melius 的分析师们认为，人工智能热潮将推动存储需求持续增长至本十年末(即2030年)</strong>，美国存储芯片双雄<a href=\"https://laohu8.com/S/MU\">美光</a>(MU.US)与闪迪(SNDK.US)两家公司股价仍有进一步上行的牛市空间。</p><h3 id=\"id_1791676285\">中东战火压不住“AI牛市”叙事! GPU不再独霸算力主题，智能体浪潮引爆CPU与存储</h3><p>根据市场研究机构Counterpoint Research统计数据，存储市场已进入“超级牛市”或者“超级周期”阶段，当前供需与价格行情远远超越了2018年云计算热潮时期的历史高点。2026年以来，DRAM/NAND存储芯片仍在持续狂飙，研究机构TrendForce集邦咨询最新存储器价格调查显示，<strong>预估2026年第二季度整体一般型DRAM(Conventional DRAM)合约价格将环比大幅增长58%-63%(此前Conventional DRAM的Q1涨价预期为93%至98%)，NAND Flash市场持续由AI训练/推理以及广泛的数据中心相关需求所主导，全产品线连锁涨价的效应不减，预计二季度整体合约价格在第一季度上涨近100%的基数之上，将环比大幅增长70%-75%</strong>。</p><p>随着Anthropic重磅推出的Claude Cowork，以及OpenClaw这类可自主执行任务的超级AI代理工具在2026年集中爆发，这一股AI智能体(AI Agent)浪潮迅速席卷全球，AI算力架构瓶颈可谓正在从以<a href=\"https://laohu8.com/S/301365\">矩阵</a>乘加吞吐为核心的GPU，彻底转向以控制流、任务编排、内存/IO协调为核心的数据中心CPU，面向超大规模AI数据中心的高性能CPU陷入严峻供不应求态势。</p><p>在摩根士丹利等金融巨头们看来，<strong>AI算力投资主线叙事正在从“围绕AI GPU/ASIC单点算力竞赛”转向“AI智能体驱动的人工智能全栈系统”，而在这种AI主线叙事转变中，数据中心CPU与存储芯片可能是最大赢家势力。</strong></p><p>随着韩国股市基准——<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>与SK海力士占据高额权重的KOSPI韩国综合指数在地缘政治局势恶化重压之下创下历史新高，以及AI热潮最大赢家之一——有着“芯片代工之王”称号的权重股<a href=\"https://laohu8.com/S/TSM\">台积电</a>带动之下中国台湾股市也创下历史新高，加之有着“芯片股风向标”称号的费城半导体指数出现创纪录的17连涨，都令投资者们愈发坚信“AI算力投资主题”能够压倒一切市场噪音。</p><p><strong>无论是<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>主导的无比庞大TPU AI算力集群，抑或海量<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>AI GPU算力集群，均离不开需要全面集成搭载AI芯片的HBM存储系统，且除了HBM，当前<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>与OpenAI科技巨头们加速新建或扩建AI数据中心还必须大规模购置服务器级别DDR5存储以及企业级高性能SSD/HDD等存储解决方案。</strong></p><p>从底层硬件理论看，AI计算本质上不仅是被算力端限制，也被“数据搬运能力”限制。英伟达GPU也好，TPU算力体系也罢，真正决定大模型训练与推理效率的，不仅是Tensor Core/矩阵单元数量，而是每秒能以多高带宽把权重、KV cache、激活值和中间张量喂进计算核心。</p><p>站在半导体与 AI 数据中心基础设施的交叉分析视角，DRAM/NAND存储芯片之所以“完美卡位”AI 浪潮，是因为它同时吃到训练扩张与推理扩张两条主线，而且它还是跨平台、跨架构、跨生态的“通用收费站”。当AI时代从训练主导转向推理、Agent、长上下文、检索增强主导时，系统对容量、带宽、功耗效率和数据持久层的需求只会更强。</p><p>摩根士丹利预测数据显示，<strong>在2030年将额外催生15至45EB级别的DRAM存储芯片需求，规模相当于2027年全行业年供给规模的26%至77%。大摩分析师团队强调，存储芯片正在成为AI算力基础设施系统中最具“持续变现能力”的层级之一，无论是主机级别DRAM、内存接口芯片，还是CXL扩展与分层存储体系，都将成为承接长期价值的重要载体，存储芯片不再只是容量配置选项，而是直接决定AI系统工作负载效率与吞吐能力的核心组件。</strong></p><p>GPU/TPU算力再强，没有HBM提供带宽喂数、没有企业级NAND和大容量HDD承接训练检查点、向量数据库和推理数据湖，整套AI算力基础设施集群的利用率与AI工作负载效率就上不去;全球资本市场因此愿意给存储链更高估值，因为它吃到的是“量增+价升+供给长期受限”三重杠杆，而不只是单一出货增长。</p><h3 id=\"id_439864336\">AI引爆“存储超级周期”！从HBM到NAND全面短缺，闪迪与美光等存储巨头站上超级风口</h3><p>华尔街当前对于存储芯片供需动态的核心预判在于DRAM内存/NAND闪存供需错配可能延续到2028年前后，市场仍低估本轮存储芯片厂商们的盈利增长轨迹。也正因为如此，闪迪股价自2026年初以来已大幅上涨，并在过去一年出现极端级别重估——这本质上不是单纯情绪炒作，而是市场在重新给“AI驱动的存储定价权”估值。</p><p>存储芯片正在从传统“强周期商品”被市场重新定价为AI基础设施核心瓶颈资产。<strong>SK海力士最新财报几乎是这轮超级周期的样本：一季度营收约52.6万亿韩元——同比增长198%‌、环比增长约60%，营业利润约37.6万亿韩元——同比增长405%‌、环比增长约96%，标志着公司首次单季营收突破50万亿韩元大关，营业利润率更是高达‌72%‌，管理层也强调AI相关HBM需求仍显著超过产能;<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>预告一季度营业利润或达57.2万亿韩元，意味着同比约八倍增长，核心驱动力同样来自AI数据中心建设狂潮对DRAM/HBM/NAND的拉动</strong>。换句话说，AI服务器不只是需要GPU，也需要HBM做高带宽近端内存、DDR5/LPDDR5做系统内存、NAND/eSSD做数据湖与推理缓存，存储已经从“配套零部件”变成AI工厂的吞吐瓶颈。</p><p>闪迪这条线则对应NAND/SSD的高Beta重估。摩根士丹利将闪迪目标价从690美元上调至1100美元，并大幅上调2026—2028年每股收益预测，<strong>核心逻辑是NAND ASP继续上行、AI与企业SSD需求强劲、同时NAND资本开支仍偏克制，供给难以快速追上需求。Melius则进一步给出闪迪1350美元以及美光700美元的牛市目标价，认为AI正在把存储需求从短周期PC/手机驱动，改造成由云厂商、AI服务器、智能体与物理AI驱动的长期基础设施需求。市场之所以愿意给闪迪、美光这类存储芯片巨头更高估值，本质上是相信存储芯片能够从“周期制造商”彻底转向带有长期供货协议、预付款和高确定性现金流的“AI基础设施供应商”</strong>。</p><p>更有意思的是，市场投资逻辑正在从单纯“HBM溢价”扩展到传统DRAM/NAND供给短缺。<strong>传统DRAM利润率甚至开始强于HBM利润率——当DDR5、LPDDR5、企业SSD和NAND价格持续飙升时，存储芯片厂商未必愿意把所有增量资本开支都押在先进封装极度复杂、耗资庞大且良率难以扩张的HBM上，而是会在HBM、传统DRAM、NAND和先进封装之间重新计算资本回报率。</strong>换句话说，HBM仍是AI训练/海量推理工作负载的明星资产，但当前更大的超预期来自“整个存储池都短缺”，尤其是高性能DRAM与eSSD也被大规模用于AI推理工作负载，它们的需求与涨价空间可能远未完结。</p><p>大型云计算厂商、AI ASIC大客户们和服务器制造厂商们为了保证未来几年HBM、DDR5、eSSD大规模供应，确实在推动多年期协议;但在现货和合约价格每季大涨、供给可能持续紧张至2028甚至2030的环境下，存储芯片厂商更有动力保留季度议价权，或要求预付款、价格重置条款和更高保障回报。<strong>最终结果可能是——存储板块的牛市不再只是“英伟达带火HBM”，而是演变成AI资本开支持续扩张、有限晶圆扩产、先进封装瓶颈、云厂商囤货与传统存储涨价共同驱动的直至2030年左右的全栈存储超级周期。</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; 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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\">\nNAND站上超级周期风口！ AI智能体浪潮拉爆存储需求，市场坚信闪迪业绩炸裂\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-28 18:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1435033.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>截至周一美股市场收盘，全球SSD存储产品领军者闪迪股价延续2025年以来的无比强劲涨势，截至收盘大涨超8%，其股价自2026年初以来可谓暴涨超350%大幅跑赢全球股市基准指数，总市值接近1600亿美元。在整个2025年，闪迪股价涨幅高达惊人的580%，今年在AI基建狂潮带来的近乎无止境存储芯片需求推动之下，仍在上演“全球存储芯片神话”般的史诗级涨势，乃全球股市毋庸置疑的AI算力基础设施主题“超级...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1435033.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/8473ce76ed97bc3a63417137fc1828df","relate_stocks":{"MS":"摩根士丹利","SNXX":"Tradr 2X Long SNDK Daily ETF","SNDK":"闪迪","LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","BK4170":"电脑硬件、储存设备及电脑周边"},"source_url":"http://www.zhitongcaijing.com/content/detail/1435033.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2630340377","content_text":"截至周一美股市场收盘，全球SSD存储产品领军者闪迪股价延续2025年以来的无比强劲涨势，截至收盘大涨超8%，其股价自2026年初以来可谓暴涨超350%大幅跑赢全球股市基准指数，总市值接近1600亿美元。在整个2025年，闪迪股价涨幅高达惊人的580%，今年在AI基建狂潮带来的近乎无止境存储芯片需求推动之下，仍在上演“全球存储芯片神话”般的史诗级涨势，乃全球股市毋庸置疑的AI算力基础设施主题“超级大牛股”。闪迪将于美东时间4月30日周四盘后公布其2026财年第三季度财务业绩，就在该公司万众瞩目的业绩数据发布前夕，包括摩根士丹利在内的多家华尔街金融巨头上调了它们对于闪迪的最新目标价和每股收益预期，凸显出市场普遍看好该公司业绩强势超预期且带动股价继续创新高。由资深分析师Joseph Moore带领的摩根士丹利分析师团队在周一的一份投资者报告中表示：“目前第三方预测显示，整体NAND平均销售价格(ASP)将在第一季度大幅上涨约90%，第二季度有望上涨70%至75%，其中大型数据中心级客户eSSD表现可能相对更强劲(相较于NAND存储同行，这是闪迪特别强势的一个细分领域)。”此外，摩根士丹利将闪迪目标价从690美元大幅上调至1100美元，并维持其“增持”评级。Moore等分析师指出：“我们仍然非常看好该股，但市场已充分理解其近期强势;要相信这种强势的持续时间，可能还需要一段时间。对我们而言，DRAM仍然是AI增长更严重的瓶颈，但NAND也将紧随其后，而更长期的数据中心企业级别预付款本身应该已经说明问题。并且相较于DRAM，NAND资本开支仍然较低，因此供应扩张并不是追赶需求的因素。”在每股收益方面，摩根士丹利将其对于闪迪的2026年预期从此前予以的41.09美元大幅上调至53.24美元，同时还将2027年预期从82.73美元大幅上调至155.06美元，将2028年每股收益预期从91.92美元上调至134.13美元。对于2026财年第三季度，市场一致预期闪迪调整后的每股收益约为14.55美元，GAAP每股收益预期则为13.82美元。该季度总营收预计将高达47.2亿美元，相比之下上年同期则仅仅约为17亿美元。另一华尔街知名机构——即明星分析师Ben Reitzes领导的Melius分析师团队首次覆盖闪迪，并且予以“买入”评级和高达1350美元的目标股价。截至周一美股收盘，闪迪股价收于1070美元附近。Melius 的分析师们认为，人工智能热潮将推动存储需求持续增长至本十年末(即2030年)，美国存储芯片双雄美光(MU.US)与闪迪(SNDK.US)两家公司股价仍有进一步上行的牛市空间。中东战火压不住“AI牛市”叙事! GPU不再独霸算力主题，智能体浪潮引爆CPU与存储根据市场研究机构Counterpoint Research统计数据，存储市场已进入“超级牛市”或者“超级周期”阶段，当前供需与价格行情远远超越了2018年云计算热潮时期的历史高点。2026年以来，DRAM/NAND存储芯片仍在持续狂飙，研究机构TrendForce集邦咨询最新存储器价格调查显示，预估2026年第二季度整体一般型DRAM(Conventional DRAM)合约价格将环比大幅增长58%-63%(此前Conventional DRAM的Q1涨价预期为93%至98%)，NAND Flash市场持续由AI训练/推理以及广泛的数据中心相关需求所主导，全产品线连锁涨价的效应不减，预计二季度整体合约价格在第一季度上涨近100%的基数之上，将环比大幅增长70%-75%。随着Anthropic重磅推出的Claude Cowork，以及OpenClaw这类可自主执行任务的超级AI代理工具在2026年集中爆发，这一股AI智能体(AI Agent)浪潮迅速席卷全球，AI算力架构瓶颈可谓正在从以矩阵乘加吞吐为核心的GPU，彻底转向以控制流、任务编排、内存/IO协调为核心的数据中心CPU，面向超大规模AI数据中心的高性能CPU陷入严峻供不应求态势。在摩根士丹利等金融巨头们看来，AI算力投资主线叙事正在从“围绕AI GPU/ASIC单点算力竞赛”转向“AI智能体驱动的人工智能全栈系统”，而在这种AI主线叙事转变中，数据中心CPU与存储芯片可能是最大赢家势力。随着韩国股市基准——三星与SK海力士占据高额权重的KOSPI韩国综合指数在地缘政治局势恶化重压之下创下历史新高，以及AI热潮最大赢家之一——有着“芯片代工之王”称号的权重股台积电带动之下中国台湾股市也创下历史新高，加之有着“芯片股风向标”称号的费城半导体指数出现创纪录的17连涨，都令投资者们愈发坚信“AI算力投资主题”能够压倒一切市场噪音。无论是谷歌主导的无比庞大TPU AI算力集群，抑或海量英伟达AI GPU算力集群，均离不开需要全面集成搭载AI芯片的HBM存储系统，且除了HBM，当前谷歌与OpenAI科技巨头们加速新建或扩建AI数据中心还必须大规模购置服务器级别DDR5存储以及企业级高性能SSD/HDD等存储解决方案。从底层硬件理论看，AI计算本质上不仅是被算力端限制，也被“数据搬运能力”限制。英伟达GPU也好，TPU算力体系也罢，真正决定大模型训练与推理效率的，不仅是Tensor Core/矩阵单元数量，而是每秒能以多高带宽把权重、KV cache、激活值和中间张量喂进计算核心。站在半导体与 AI 数据中心基础设施的交叉分析视角，DRAM/NAND存储芯片之所以“完美卡位”AI 浪潮，是因为它同时吃到训练扩张与推理扩张两条主线，而且它还是跨平台、跨架构、跨生态的“通用收费站”。当AI时代从训练主导转向推理、Agent、长上下文、检索增强主导时，系统对容量、带宽、功耗效率和数据持久层的需求只会更强。摩根士丹利预测数据显示，在2030年将额外催生15至45EB级别的DRAM存储芯片需求，规模相当于2027年全行业年供给规模的26%至77%。大摩分析师团队强调，存储芯片正在成为AI算力基础设施系统中最具“持续变现能力”的层级之一，无论是主机级别DRAM、内存接口芯片，还是CXL扩展与分层存储体系，都将成为承接长期价值的重要载体，存储芯片不再只是容量配置选项，而是直接决定AI系统工作负载效率与吞吐能力的核心组件。GPU/TPU算力再强，没有HBM提供带宽喂数、没有企业级NAND和大容量HDD承接训练检查点、向量数据库和推理数据湖，整套AI算力基础设施集群的利用率与AI工作负载效率就上不去;全球资本市场因此愿意给存储链更高估值，因为它吃到的是“量增+价升+供给长期受限”三重杠杆，而不只是单一出货增长。AI引爆“存储超级周期”！从HBM到NAND全面短缺，闪迪与美光等存储巨头站上超级风口华尔街当前对于存储芯片供需动态的核心预判在于DRAM内存/NAND闪存供需错配可能延续到2028年前后，市场仍低估本轮存储芯片厂商们的盈利增长轨迹。也正因为如此，闪迪股价自2026年初以来已大幅上涨，并在过去一年出现极端级别重估——这本质上不是单纯情绪炒作，而是市场在重新给“AI驱动的存储定价权”估值。存储芯片正在从传统“强周期商品”被市场重新定价为AI基础设施核心瓶颈资产。SK海力士最新财报几乎是这轮超级周期的样本：一季度营收约52.6万亿韩元——同比增长198%‌、环比增长约60%，营业利润约37.6万亿韩元——同比增长405%‌、环比增长约96%，标志着公司首次单季营收突破50万亿韩元大关，营业利润率更是高达‌72%‌，管理层也强调AI相关HBM需求仍显著超过产能;三星电子预告一季度营业利润或达57.2万亿韩元，意味着同比约八倍增长，核心驱动力同样来自AI数据中心建设狂潮对DRAM/HBM/NAND的拉动。换句话说，AI服务器不只是需要GPU，也需要HBM做高带宽近端内存、DDR5/LPDDR5做系统内存、NAND/eSSD做数据湖与推理缓存，存储已经从“配套零部件”变成AI工厂的吞吐瓶颈。闪迪这条线则对应NAND/SSD的高Beta重估。摩根士丹利将闪迪目标价从690美元上调至1100美元，并大幅上调2026—2028年每股收益预测，核心逻辑是NAND ASP继续上行、AI与企业SSD需求强劲、同时NAND资本开支仍偏克制，供给难以快速追上需求。Melius则进一步给出闪迪1350美元以及美光700美元的牛市目标价，认为AI正在把存储需求从短周期PC/手机驱动，改造成由云厂商、AI服务器、智能体与物理AI驱动的长期基础设施需求。市场之所以愿意给闪迪、美光这类存储芯片巨头更高估值，本质上是相信存储芯片能够从“周期制造商”彻底转向带有长期供货协议、预付款和高确定性现金流的“AI基础设施供应商”。更有意思的是，市场投资逻辑正在从单纯“HBM溢价”扩展到传统DRAM/NAND供给短缺。传统DRAM利润率甚至开始强于HBM利润率——当DDR5、LPDDR5、企业SSD和NAND价格持续飙升时，存储芯片厂商未必愿意把所有增量资本开支都押在先进封装极度复杂、耗资庞大且良率难以扩张的HBM上，而是会在HBM、传统DRAM、NAND和先进封装之间重新计算资本回报率。换句话说，HBM仍是AI训练/海量推理工作负载的明星资产，但当前更大的超预期来自“整个存储池都短缺”，尤其是高性能DRAM与eSSD也被大规模用于AI推理工作负载，它们的需求与涨价空间可能远未完结。大型云计算厂商、AI ASIC大客户们和服务器制造厂商们为了保证未来几年HBM、DDR5、eSSD大规模供应，确实在推动多年期协议;但在现货和合约价格每季大涨、供给可能持续紧张至2028甚至2030的环境下，存储芯片厂商更有动力保留季度议价权，或要求预付款、价格重置条款和更高保障回报。最终结果可能是——存储板块的牛市不再只是“英伟达带火HBM”，而是演变成AI资本开支持续扩张、有限晶圆扩产、先进封装瓶颈、云厂商囤货与传统存储涨价共同驱动的直至2030年左右的全栈存储超级周期。","news_type":1,"symbols_score_info":{"MS":1.87,"SNDK":1.98,"SNXX":0.6}},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558466148693904,"gmtCreate":1777376051205,"gmtModify":1777376053988,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"意思是看好自己的股票了？不要利息都赎回","listText":"意思是看好自己的股票了？不要利息都赎回","text":"意思是看好自己的股票了？不要利息都赎回","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558466148693904","repostId":"1132841794","repostType":2,"repost":{"id":"1132841794","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":1777375742,"share":"https://www.laohu8.com/m/news/1132841794?lang=zh_CN&edition=full","pubTime":"2026-04-28 19:29","market":"hk","language":"zh","title":"美团：提前赎回本金14.814亿美元的2028年债券","url":"https://stock-news.laohu8.com/highlight/detail?id=1132841794","media":"老虎资讯综合","summary":"4月28日，$美团(MPNGY)$公告，根据于2028年到期的零息可换股债券的条款及条件，公司于4月27日按未偿还本金金额的101.28%赎回该持有人的全部或部分2028年债券。截至本公告日期，本公司已收到赎回本金总额为14.814亿美元的2028年债券的赎回通知，且该提早赎回已完成。紧随提早赎回后，本金总额为18,600,000美元的2028年债券将仍然尚未偿还。","content":"<html><head></head><body><p>4月28日，<a href=\"https://laohu8.com/S/MPNGY\">美团</a>公告，根据于2028年到期的零息可换股债券的条款及条件，公司于4月27日按未偿还本金金额的101.28%赎回该持有人的全部或部分2028年债券。截至本公告日期，本公司已收到赎回本金总额为14.814亿美元的2028年债券的赎回通知，且该提早赎回已完成。紧随提早赎回后，本金总额为18,600,000美元的2028年债券将仍然尚未偿还。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1e58447babb409a21b6a11d2001bcaa\" tg-width=\"723\" tg-height=\"834\"/></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>美团：提前赎回本金14.814亿美元的2028年债券</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美团：提前赎回本金14.814亿美元的2028年债券\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\">2026-04-28 19:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月28日，<a href=\"https://laohu8.com/S/MPNGY\">美团</a>公告，根据于2028年到期的零息可换股债券的条款及条件，公司于4月27日按未偿还本金金额的101.28%赎回该持有人的全部或部分2028年债券。截至本公告日期，本公司已收到赎回本金总额为14.814亿美元的2028年债券的赎回通知，且该提早赎回已完成。紧随提早赎回后，本金总额为18,600,000美元的2028年债券将仍然尚未偿还。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1e58447babb409a21b6a11d2001bcaa\" tg-width=\"723\" tg-height=\"834\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e1238455e09ac8d1135014cb37eb0f4d","relate_stocks":{"LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU1719994722.HKD":"NINETY ONE 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23:04","market":"fut","language":"zh","title":"消息人士：伊朗预计将很快提交修订版和平提案","url":"https://stock-news.laohu8.com/highlight/detail?id=1124107328","media":"老虎资讯综合","summary":"4月28日，据知情人士向CNN透露，在美国总统特朗普表示不接受早前版本的提议后，调解进程中的巴基斯坦方面预计将在未来几天内收到伊朗旨在结束战争的一份修订版提议。知情人士称，伊朗外长阿拉格齐在对俄罗斯进行访问后将返回德黑兰，预计他将与该国领导人进行磋商。由于与最高领袖穆杰塔巴·哈梅内伊（其下落保密）沟通存在困难，这一过程进展缓慢。特朗普此前已表示，他不会接受伊朗上周末提交的那个版本——该版本提议先结束战争，而将与伊朗核计划相关的棘手问题留到后续阶段解决。知情人士表示，这一进程仍在推进中，且充满变数，很大程度上取决于伊朗是否会提出一份美方更能接受的修订版提议。","content":"<html><head></head><body><p>4月28日，据知情人士向CNN透露，在美国总统特朗普表示不接受早前版本的提议后，调解进程中的巴基斯坦方面预计将在未来几天内收到伊朗旨在结束战争的一份修订版提议。知情人士称，伊朗外长阿拉格齐在对俄罗斯进行访问后将返回德黑兰，预计他将与该国领导人进行磋商。由于与最高领袖穆杰塔巴·哈梅内伊（其下落保密）沟通存在困难，这一过程进展缓慢。特朗普此前已表示，他不会接受伊朗上周末提交的那个版本——该版本提议先结束战争，而将与伊朗核计划相关的棘手问题留到后续阶段解决。知情人士表示，这一进程仍在推进中，且充满变数，很大程度上取决于伊朗是否会提出一份美方更能接受的修订版提议。</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\" 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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消息人士：伊朗预计将很快提交修订版和平提案\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\">2026-04-28 23:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月28日，据知情人士向CNN透露，在美国总统特朗普表示不接受早前版本的提议后，调解进程中的巴基斯坦方面预计将在未来几天内收到伊朗旨在结束战争的一份修订版提议。知情人士称，伊朗外长阿拉格齐在对俄罗斯进行访问后将返回德黑兰，预计他将与该国领导人进行磋商。由于与最高领袖穆杰塔巴·哈梅内伊（其下落保密）沟通存在困难，这一过程进展缓慢。特朗普此前已表示，他不会接受伊朗上周末提交的那个版本——该版本提议先结束战争，而将与伊朗核计划相关的棘手问题留到后续阶段解决。知情人士表示，这一进程仍在推进中，且充满变数，很大程度上取决于伊朗是否会提出一份美方更能接受的修订版提议。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/722d11bf4969293456955d43d37c93bd","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124107328","content_text":"4月28日，据知情人士向CNN透露，在美国总统特朗普表示不接受早前版本的提议后，调解进程中的巴基斯坦方面预计将在未来几天内收到伊朗旨在结束战争的一份修订版提议。知情人士称，伊朗外长阿拉格齐在对俄罗斯进行访问后将返回德黑兰，预计他将与该国领导人进行磋商。由于与最高领袖穆杰塔巴·哈梅内伊（其下落保密）沟通存在困难，这一过程进展缓慢。特朗普此前已表示，他不会接受伊朗上周末提交的那个版本——该版本提议先结束战争，而将与伊朗核计划相关的棘手问题留到后续阶段解决。知情人士表示，这一进程仍在推进中，且充满变数，很大程度上取决于伊朗是否会提出一份美方更能接受的修订版提议。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561712178025440,"gmtCreate":1778168462562,"gmtModify":1778168474606,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560818482432945","idStr":"3560818482432945"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$&nbsp;</a> 只想说，168的高通没有珍惜至少曾经拥有过","listText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$&nbsp;</a> 只想说，168的高通没有珍惜至少曾经拥有过","text":"$高通(QCOM)$ 只想说，168的高通没有珍惜至少曾经拥有过","images":[{"img":"https://static.tigerbbs.com/0f4c0c226c41cde4a3cb0fd5004df76c","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/561712178025440","isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3560818482432945","idStr":"3560818482432945"},"content":"168买了又卖了，补黄金保证金，还是吃了资金少的亏啊","text":"168买了又卖了，补黄金保证金，还是吃了资金少的亏啊","html":"168买了又卖了，补黄金保证金，还是吃了资金少的亏啊"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":563409556191128,"gmtCreate":1778585552563,"gmtModify":1778585554976,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560818482432945","idStr":"3560818482432945"},"themes":[],"title":"","htmlText":"这么搞，那就是等死吧整个国家就俩家好公司","listText":"这么搞，那就是等死吧整个国家就俩家好公司","text":"这么搞，那就是等死吧整个国家就俩家好公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563409556191128","repostId":"1150444551","repostType":2,"repost":{"id":"1150444551","kind":"news","pubTimestamp":1778578478,"share":"https://www.laohu8.com/m/news/1150444551?lang=zh_CN&edition=full","pubTime":"2026-05-12 17:34","market":"other","language":"zh","title":"韩国AI红利：闪崩之后，悬念才刚开始","url":"https://stock-news.laohu8.com/highlight/detail?id=1150444551","media":"华尔街见闻","summary":"一条Facebook帖子，让韩国股市从8000点门口直坠7%。总统政策室长抛出\"国民红利\"，点燃市场对三星、SK海力士遭征超额利润税的恐慌——两者合计占指数42.2%，一个没有定义的词，已成悬在韩国牛市头顶最昂贵的悬念。\n","content":"<html><head></head><body><p>一条Facebook帖子，打断了韩国股市冲向8000点的狂奔。</p><p style=\"text-align: justify;\">KOSPI当天盘中最大跌幅超过7%，三星和SK海力士蒸发了数十万亿韩元市值。触发这场震荡的，只是韩国总统首席政策顾问的一个问题：三星和SK海力士一季度净利润分别暴增755%和398%，AI带来的这笔超额利润，凭什么不分给全体国民（“公民红利”）？</p><p style=\"text-align: justify;\">这不是一次正常的市场调整。“公民红利”至今没有任何定义，而一个没有定义的词悬在空中，才是这个故事真正的风险所在。</p><h2 id=\"id_4012521358\">一条帖子，让8000点的庆功宴提前散场</h2><p style=\"text-align: justify;\">5月11日，KOSPI触发熔断，收涨5%，SK海力士市值突破1000万亿韩元大关。</p><p style=\"text-align: justify;\">12日一早，延续前日的亢奋，KOSPI继续冲高至7999.68点——离历史性的&#34;八千点大关&#34;只差0.03%。</p><p style=\"text-align: justify;\">然后，韩国总统政策室长金容范的Facebook帖子出现了：</p><blockquote><p style=\"text-align: justify;\">如果AI基础设施供应链的战略地位创造了结构性繁荣、并带来历史级别的超额税收，那么如何使用这笔钱，不是一道选择题，而是理应认真思考的设计题。</p><p style=\"text-align: justify;\">——가칭 &#39;국민배당금&#39; 원칙 제안（提议设立&#34;国民红利&#34;原则）</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7118ff28be4279551d2a5dbfb3baca49\" tg-width=\"1222\" tg-height=\"1106\"/></p></blockquote><p style=\"text-align: justify;\"><strong>市场读出的版本只有四个字：征税三星。</strong></p><p style=\"text-align: justify;\">两家公司的财报就摆在那里：SK海力士一季度净利润40.35万亿韩元，同比+398%，营业利润率72%；三星一季度营业利润57.2万亿韩元，同比+755%，刚刚跻身万亿美元市值俱乐部。&#34;超额利润&#34;这个词对着这两张财报，没有任何歧义。</p><p style=\"text-align: justify;\">KOSPI从7999点直接跌穿7400点，日内最大跌幅超过7%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d16b3733629fc225542ad49beacb35ff\" tg-width=\"1220\" tg-height=\"910\"/></p><h2 id=\"id_2640453933\">&#34;超额税收&#34;是没有刻度的尺子，这才是关键风险</h2><p style=\"text-align: justify;\"><strong>数小时后，金容范补充说明：资金来源是AI繁荣带来的&#34;超额税收&#34;，不是直接向企业征税的新机制。</strong>KOSPI止跌，收盘跌幅收窄至2.29%（收7643.15点）。Mirae Asset前1%的交易员逢低买入三星和SK海力士。</p><p style=\"text-align: justify;\">但&#34;超额税收&#34;这四个字，是一把没有刻度的尺子，它有两种截然不同的解读。</p><p style=\"text-align: justify;\"><strong>温和版本：韩国法人税因AI景气自然超收，政府将超收部分纳入一般预算、定向补贴低收入群体——这对三星和SK海力士的实际利润没有任何影响，只是财政资金的流向调整。</strong></p><p style=\"text-align: justify;\"><strong>激进版本：以某个利润率或ROE阈值为基准，对超出部分单独征收&#34;超额利润税&#34;，类似挪威对石油公司78%的特别石油税——这将是韩国史上针对科技企业最重的税收机制，对三星和SK海力士的EPS影响将是结构性的。</strong></p><p style=\"text-align: justify;\">今天的澄清只确认了&#34;不直接对企业征税&#34;，但没有排除未来设立任何新机制。</p><p style=\"text-align: justify;\">两种解读之间的巨大空间，就是KOSPI收盘仍跌2.29%而不是回到平盘的原因——<strong>市场既没有定价最坏，也没有相信一切正常。</strong></p><h2 id=\"id_1614511395\">42.2%的集中度，是政策风险的天然放大器</h2><p style=\"text-align: justify;\">今天的闪崩幅度，同样也是KOSPI自身结构的产物。</p><p style=\"text-align: justify;\"><strong>三星和SK海力士合计占KOSPI市值42.2%，历史最高，较2025年初22.6%近乎翻倍——两只股票的重量几乎等于整个指数的一半。</strong>而如果考虑整个“三星系”，二者在KOSPI指数中的市值权重合计已经超过了50%。</p><p style=\"text-align: justify;\">这个结构意味着：任何明确或暗示针对三星、SK海力士的政策信号，都会以超出基本面应有幅度的方式在KOSPI上放大显现。<strong>当这两只股票因为政策传闻出现4%-10%的剧烈波动时，会迅速触发程序化交易和融资盘强制平仓（Margin Call），导致指数出现“放大级”的闪崩。</strong></p><p style=\"text-align: justify;\">下一次类似发声，仅凭集中度本身，市场反应就会更快更猛。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3d029bbaf31002d4123ff1f60b1abf2e\" tg-width=\"1211\" tg-height=\"945\"/></p><h2 id=\"id_3883310128\">李在明的落地记录：从城南青年红利到AI国民红利</h2><p style=\"text-align: justify;\">很多人把金容范今天的发声理解为&#34;政治表态，不会落地&#34;。这个判断低估了李在明政府在此类议题上的执行意志。</p><p style=\"text-align: justify;\"><strong>李在明是韩国有史以来对基本收入执念最深的总统，而且有一条连贯的落地记录。</strong></p><p style=\"text-align: justify;\">2016年城南市长任内，他推出韩国首个地方政府基本收入项目&#34;青年红利&#34;，向城南所有24岁年轻人每年发放100万韩元；2018-2021年京畿道知事任内，将覆盖范围扩大至全道，成为韩国历史上规模最大的基本收入试点；2025年当选总统后，7月内阁批准15.2万亿韩元全国性补贴方案，向全体国民发放至少15万韩元代金券，困难群体最高60万韩元。</p><p style=\"text-align: justify;\">金容范帖子发出的时机，也经过了仔细选择：<strong>5月11日KOSPI触发熔断、SK海力士市值创历史纪录——市场情绪最亢奋、政治承受度最高的窗口。澄清来得极快，数小时内到位，说明退出预案早已备好。</strong></p><p style=\"text-align: justify;\">更值得琢磨的是这套机制本身：政策层用社交媒体发声探底，用市场反应校准边界，用澄清回收过激预期——这个循环会重复，下一次会踩得更准。</p><h2 id=\"id_1115112806\">多头仍可能是对的，但它的假设上多了一道裂缝</h2><p style=\"text-align: justify;\">Citi上周把三星目标价从30万韩元上调至46万，SK海力士从170万上调至310万。当前KOSPI多头逻辑建立在一个假设之上：政策表态不会转化为具体税收机制，AI超级周期继续。这个假设今天仍是市场主流，也可能是对的。</p><p style=\"text-align: justify;\">但&#34;超额税收&#34;定义空白的含义不容小觑。</p><p style=\"text-align: justify;\">如果以AI景气前（比如2023年）作为基准年，仅SK海力士一季度的净利润就超过2023年全年总和——对应的&#34;超额税收&#34;规模，哪怕按5%提取，也将超过2万亿韩元/季度。这不是对企业直接征税，但一旦形成制度，会持续强化&#34;国民红利&#34;政策扩大的政治可行性，反过来进一步压低市场对类似政策风险的承受上限。</p><p style=\"text-align: justify;\">今天的2.29%，是市场给&#34;定义空白&#34;定的价。真正的决策节点是：韩国政府何时给&#34;超额税收&#34;加上一个数字或比例——从那一刻起，KOSPI的42.2%集中度会让回应速度和幅度都远超今天。</p></body></html>","source":"lsy1762389672944","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>韩国AI红利：闪崩之后，悬念才刚开始</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n韩国AI红利：闪崩之后，悬念才刚开始\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-12 17:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3772076><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一条Facebook帖子，打断了韩国股市冲向8000点的狂奔。KOSPI当天盘中最大跌幅超过7%，三星和SK海力士蒸发了数十万亿韩元市值。触发这场震荡的，只是韩国总统首席政策顾问的一个问题：三星和SK海力士一季度净利润分别暴增755%和398%，AI带来的这笔超额利润，凭什么不分给全体国民（“公民红利”）？这不是一次正常的市场调整。“公民红利”至今没有任何定义，而一个没有定义的词悬在空中，才是这个...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3772076\">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/62f0e0b038a04980222980c7ac9bba49","relate_stocks":{"KORU":"Direxion Daily MSCI South Korea Bull 3x Shares","KDEF":"PLUS Korea Defense Industry Index ETF","EWY":"韩国ETF-iShares MSCI","07747":"南方两倍做多三星电子","FLKR":"Franklin FTSE South Korea ETF","07709":"南方两倍做多海力士"},"source_url":"https://wallstreetcn.com/articles/3772076","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150444551","content_text":"一条Facebook帖子，打断了韩国股市冲向8000点的狂奔。KOSPI当天盘中最大跌幅超过7%，三星和SK海力士蒸发了数十万亿韩元市值。触发这场震荡的，只是韩国总统首席政策顾问的一个问题：三星和SK海力士一季度净利润分别暴增755%和398%，AI带来的这笔超额利润，凭什么不分给全体国民（“公民红利”）？这不是一次正常的市场调整。“公民红利”至今没有任何定义，而一个没有定义的词悬在空中，才是这个故事真正的风险所在。一条帖子，让8000点的庆功宴提前散场5月11日，KOSPI触发熔断，收涨5%，SK海力士市值突破1000万亿韩元大关。12日一早，延续前日的亢奋，KOSPI继续冲高至7999.68点——离历史性的\"八千点大关\"只差0.03%。然后，韩国总统政策室长金容范的Facebook帖子出现了：如果AI基础设施供应链的战略地位创造了结构性繁荣、并带来历史级别的超额税收，那么如何使用这笔钱，不是一道选择题，而是理应认真思考的设计题。——가칭 '국민배당금' 원칙 제안（提议设立\"国民红利\"原则）市场读出的版本只有四个字：征税三星。两家公司的财报就摆在那里：SK海力士一季度净利润40.35万亿韩元，同比+398%，营业利润率72%；三星一季度营业利润57.2万亿韩元，同比+755%，刚刚跻身万亿美元市值俱乐部。\"超额利润\"这个词对着这两张财报，没有任何歧义。KOSPI从7999点直接跌穿7400点，日内最大跌幅超过7%。\"超额税收\"是没有刻度的尺子，这才是关键风险数小时后，金容范补充说明：资金来源是AI繁荣带来的\"超额税收\"，不是直接向企业征税的新机制。KOSPI止跌，收盘跌幅收窄至2.29%（收7643.15点）。Mirae Asset前1%的交易员逢低买入三星和SK海力士。但\"超额税收\"这四个字，是一把没有刻度的尺子，它有两种截然不同的解读。温和版本：韩国法人税因AI景气自然超收，政府将超收部分纳入一般预算、定向补贴低收入群体——这对三星和SK海力士的实际利润没有任何影响，只是财政资金的流向调整。激进版本：以某个利润率或ROE阈值为基准，对超出部分单独征收\"超额利润税\"，类似挪威对石油公司78%的特别石油税——这将是韩国史上针对科技企业最重的税收机制，对三星和SK海力士的EPS影响将是结构性的。今天的澄清只确认了\"不直接对企业征税\"，但没有排除未来设立任何新机制。两种解读之间的巨大空间，就是KOSPI收盘仍跌2.29%而不是回到平盘的原因——市场既没有定价最坏，也没有相信一切正常。42.2%的集中度，是政策风险的天然放大器今天的闪崩幅度，同样也是KOSPI自身结构的产物。三星和SK海力士合计占KOSPI市值42.2%，历史最高，较2025年初22.6%近乎翻倍——两只股票的重量几乎等于整个指数的一半。而如果考虑整个“三星系”，二者在KOSPI指数中的市值权重合计已经超过了50%。这个结构意味着：任何明确或暗示针对三星、SK海力士的政策信号，都会以超出基本面应有幅度的方式在KOSPI上放大显现。当这两只股票因为政策传闻出现4%-10%的剧烈波动时，会迅速触发程序化交易和融资盘强制平仓（Margin Call），导致指数出现“放大级”的闪崩。下一次类似发声，仅凭集中度本身，市场反应就会更快更猛。李在明的落地记录：从城南青年红利到AI国民红利很多人把金容范今天的发声理解为\"政治表态，不会落地\"。这个判断低估了李在明政府在此类议题上的执行意志。李在明是韩国有史以来对基本收入执念最深的总统，而且有一条连贯的落地记录。2016年城南市长任内，他推出韩国首个地方政府基本收入项目\"青年红利\"，向城南所有24岁年轻人每年发放100万韩元；2018-2021年京畿道知事任内，将覆盖范围扩大至全道，成为韩国历史上规模最大的基本收入试点；2025年当选总统后，7月内阁批准15.2万亿韩元全国性补贴方案，向全体国民发放至少15万韩元代金券，困难群体最高60万韩元。金容范帖子发出的时机，也经过了仔细选择：5月11日KOSPI触发熔断、SK海力士市值创历史纪录——市场情绪最亢奋、政治承受度最高的窗口。澄清来得极快，数小时内到位，说明退出预案早已备好。更值得琢磨的是这套机制本身：政策层用社交媒体发声探底，用市场反应校准边界，用澄清回收过激预期——这个循环会重复，下一次会踩得更准。多头仍可能是对的，但它的假设上多了一道裂缝Citi上周把三星目标价从30万韩元上调至46万，SK海力士从170万上调至310万。当前KOSPI多头逻辑建立在一个假设之上：政策表态不会转化为具体税收机制，AI超级周期继续。这个假设今天仍是市场主流，也可能是对的。但\"超额税收\"定义空白的含义不容小觑。如果以AI景气前（比如2023年）作为基准年，仅SK海力士一季度的净利润就超过2023年全年总和——对应的\"超额税收\"规模，哪怕按5%提取，也将超过2万亿韩元/季度。这不是对企业直接征税，但一旦形成制度，会持续强化\"国民红利\"政策扩大的政治可行性，反过来进一步压低市场对类似政策风险的承受上限。今天的2.29%，是市场给\"定义空白\"定的价。真正的决策节点是：韩国政府何时给\"超额税收\"加上一个数字或比例——从那一刻起，KOSPI的42.2%集中度会让回应速度和幅度都远超今天。","news_type":1,"symbols_score_info":{"07747":2,"07709":2,"KORU":2,"EWY":2,"KDEF":2,"FLKR":2}},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562060597323280,"gmtCreate":1778253538517,"gmtModify":1778253541421,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560818482432945","idStr":"3560818482432945"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/SNDQ 20260515 10.0 CALL\">$SNDQ 20260515 10.0 CALL$</a> 造孽，敢去空美股当红炸子鸡，趋势为王啊，相信光，相信算力，相信存储","listText":"<a href=\"https://laohu8.com/OPT/SNDQ 20260515 10.0 CALL\">$SNDQ 20260515 10.0 CALL$</a> 造孽，敢去空美股当红炸子鸡，趋势为王啊，相信光，相信算力，相信存储","text":"$SNDQ 20260515 10.0 CALL$ 造孽，敢去空美股当红炸子鸡，趋势为王啊，相信光，相信算力，相信存储","images":[{"img":"https://static.tigerbbs.com/606004bef0d933f704525510736e0a1f","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562060597323280","isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":410283162026032,"gmtCreate":1741176441368,"gmtModify":1741176445381,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560818482432945","idStr":"3560818482432945"},"themes":[],"title":"","htmlText":"哪位高手解答一下这账上要留多少钱？要换成美元吗","listText":"哪位高手解答一下这账上要留多少钱？要换成美元吗","text":"哪位高手解答一下这账上要留多少钱？要换成美元吗","images":[{"img":"https://static.tigerbbs.com/1d6fd3e740c375575f1caba1d2d4f5c8"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/410283162026032","repostId":"1161530603","repostType":4,"repost":{"id":"1161530603","kind":"news","weMediaInfo":{"introduction":"期权策略分享","home_visible":1,"media_name":"期权女巫","id":"1020040791","head_image":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1741169942,"share":"https://www.laohu8.com/m/news/1161530603?lang=zh_CN&edition=full","pubTime":"2025-03-05 18:19","market":"fut","language":"zh","title":"期权女巫 | 特斯拉多空博弈激烈！可用这两种期权策略进行应对","url":"https://stock-news.laohu8.com/highlight/detail?id=1161530603","media":"期权女巫","summary":"近期 $特斯拉$ 股价震荡走低，投资者权衡关税压力、中国区销售数据疲软以及\"买家罢工\"对这家电动车巨头的影响。不过，特朗普表态拟对美产汽车贷款利息实施税收抵免为特斯拉带来利好。以下对特斯拉股票的多空前景及相关期权策略进行了深入分析。受此提振，特斯拉盘前交易涨逾2%。衍生品交易具有高风险，投资者需根据自身风险承受能力审慎决策。","content":"<html><head></head><body><p style=\"text-align: start;\">近期 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 股价震荡走低，投资者权衡关税压力、中国区销售数据疲软以及&#34;买家罢工&#34;对这家电动车巨头的影响。不过，特朗普表态拟对美产汽车贷款利息实施税收抵免为特斯拉带来利好。以下对特斯拉股票的多空前景及相关期权策略进行了深入分析。</p><h2 id=\"id_2960037794\">一、看涨逻辑</h2><ol start=\"1\" style=\"\"><li><p>特朗普力推汽车贷款利息抵税新政</p><p>特朗普在最新演讲中提出一揽子减税计划：&#34;我呼吁取消小费税、加班税和社会保障福利税。&#34;更引发市场关注的是，他计划为美国本土生产汽车的贷款利息提供税收优惠，誓言&#34;彻底激活汽车产业&#34;。受此提振，特斯拉盘前交易涨逾2%。</p></li><li><p>多重优惠刺激需求回暖</p></li></ol><p>面对2025年一季度销售放缓压力，特斯拉祭出组合拳：</p><ul style=\"\"><li><p>2月28日后购买Foundation系列Cybertruck电动皮卡可享终身免费超充</p></li><li><p>Model 3提供0首付0利率金融方案</p></li><li><p>老款Model Y清仓折扣<br/>虽然促销手段折射需求不及预期，但投资者将其解读为积极信号，周三盘前大涨显示市场看好二季度销售复苏。</p></li></ul><h3 id=\"id_1406604143\">看涨期权策略：看涨期权牛市价差组合</h3><p><strong>结构</strong>：</p><p>‌‌<a href=\"https://laohu8.com/OPT/TSELLLA 20250314 265.0 CALL BUY 1 | TSELLLA 20250314 275.0 CALL SELL 1\" title=\"$TSLA 跨價 250314 265C/275C$  \" class=\"immutable-element\">$TSLA 跨價 250314 265C/275C$  </a>‌</p><ul style=\"\"><li><p>买入行权价为265美元的看涨期权（3月14日到期）</p></li><li><p>卖出行权价为275美元的看涨期权（3月14日到期）</p></li><li><p>最大收益：464美元</p></li><li><p>盈亏平衡点：270.36美元</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/de4603e1267b3e3a988c9f481d3a6681\" tg-width=\"1170\" tg-height=\"1419\"/></p><p><br/><strong>逻辑：</strong>在风险可控的前提下押注股价上涨至分析师一致目标价（335.98美元）。</p><h2 id=\"id_2293261659\">二、看空逻辑</h2><ol start=\"1\" style=\"\"><li><p>多地市场销量滑坡</p></li></ol><ul style=\"\"><li><p>法国市场2月销量同比暴跌26%</p></li><li><p>特斯拉2月在华销量（含出口）仅3.06万辆，同比锐减49%</p></li><li><p>特斯拉在美国、欧洲和中国三大市场均表现疲软，三地销量同比均下滑。</p></li></ul><ol start=\"2\" style=\"\"><li><p>&#34;买家罢工&#34;现象发酵</p><p>摩根士丹利分析师亚当·乔纳斯在周一报告中称，销售疲软反映了“买家罢工”现象——CEO埃隆·马斯克日益政治化的行为疏远了特斯拉的核心客户群（倾向环保的左翼消费者）。</p></li></ol><h3 id=\"id_115199486\">看跌期权策略：看跌期权熊市价差组合</h3><p style=\"text-align: start;\"><strong>结构：</strong></p><p><a href=\"https://laohu8.com/OPT/TSELLLA 20250314 265.0 PUT SELL 1 | TSELLLA 20250314 275.0 PUT BUY 1\" title=\"$TSLA 跨價 250314 265P/275P$  \" class=\"immutable-element\">$TSLA 跨價 250314 265P/275P$  </a>‌</p><ul style=\"\"><li><p style=\"text-align: start;\">买入行权价为275美元的看跌期权（3月14日到期）</p></li><li><p style=\"text-align: start;\">卖出行权价为265美元的看跌期权（3月14日到期）</p></li><li><p style=\"text-align: start;\">最大收益：474.5美元</p></li><li><p style=\"text-align: start;\">盈亏平衡点：270.26美元</p></li></ul><p style=\"text-align: start;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cc9ee5d8a35cc4ebd2746f73cff6b509\" tg-width=\"1170\" tg-height=\"1385\"/></p><p style=\"text-align: start;\">逻辑：对冲资金净流出（5日2.7亿美元）背景下测试262.84美元支撑位的下行风险</p><p style=\"text-align: start;\">注：本文内容仅供参考，不构成投资建议。衍生品交易具有高风险，投资者需根据自身风险承受能力审慎决策。</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>期权女巫 | 特斯拉多空博弈激烈！可用这两种期权策略进行应对</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期权女巫 | 特斯拉多空博弈激烈！可用这两种期权策略进行应对\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020040791\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">期权女巫 </p>\n<p class=\"h-time\">2025-03-05 18:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">近期 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 股价震荡走低，投资者权衡关税压力、中国区销售数据疲软以及&#34;买家罢工&#34;对这家电动车巨头的影响。不过，特朗普表态拟对美产汽车贷款利息实施税收抵免为特斯拉带来利好。以下对特斯拉股票的多空前景及相关期权策略进行了深入分析。</p><h2 id=\"id_2960037794\">一、看涨逻辑</h2><ol start=\"1\" style=\"\"><li><p>特朗普力推汽车贷款利息抵税新政</p><p>特朗普在最新演讲中提出一揽子减税计划：&#34;我呼吁取消小费税、加班税和社会保障福利税。&#34;更引发市场关注的是，他计划为美国本土生产汽车的贷款利息提供税收优惠，誓言&#34;彻底激活汽车产业&#34;。受此提振，特斯拉盘前交易涨逾2%。</p></li><li><p>多重优惠刺激需求回暖</p></li></ol><p>面对2025年一季度销售放缓压力，特斯拉祭出组合拳：</p><ul style=\"\"><li><p>2月28日后购买Foundation系列Cybertruck电动皮卡可享终身免费超充</p></li><li><p>Model 3提供0首付0利率金融方案</p></li><li><p>老款Model Y清仓折扣<br/>虽然促销手段折射需求不及预期，但投资者将其解读为积极信号，周三盘前大涨显示市场看好二季度销售复苏。</p></li></ul><h3 id=\"id_1406604143\">看涨期权策略：看涨期权牛市价差组合</h3><p><strong>结构</strong>：</p><p>‌‌<a href=\"https://laohu8.com/OPT/TSELLLA 20250314 265.0 CALL BUY 1 | TSELLLA 20250314 275.0 CALL SELL 1\" title=\"$TSLA 跨價 250314 265C/275C$  \" class=\"immutable-element\">$TSLA 跨價 250314 265C/275C$  </a>‌</p><ul style=\"\"><li><p>买入行权价为265美元的看涨期权（3月14日到期）</p></li><li><p>卖出行权价为275美元的看涨期权（3月14日到期）</p></li><li><p>最大收益：464美元</p></li><li><p>盈亏平衡点：270.36美元</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/de4603e1267b3e3a988c9f481d3a6681\" tg-width=\"1170\" tg-height=\"1419\"/></p><p><br/><strong>逻辑：</strong>在风险可控的前提下押注股价上涨至分析师一致目标价（335.98美元）。</p><h2 id=\"id_2293261659\">二、看空逻辑</h2><ol start=\"1\" style=\"\"><li><p>多地市场销量滑坡</p></li></ol><ul style=\"\"><li><p>法国市场2月销量同比暴跌26%</p></li><li><p>特斯拉2月在华销量（含出口）仅3.06万辆，同比锐减49%</p></li><li><p>特斯拉在美国、欧洲和中国三大市场均表现疲软，三地销量同比均下滑。</p></li></ul><ol start=\"2\" style=\"\"><li><p>&#34;买家罢工&#34;现象发酵</p><p>摩根士丹利分析师亚当·乔纳斯在周一报告中称，销售疲软反映了“买家罢工”现象——CEO埃隆·马斯克日益政治化的行为疏远了特斯拉的核心客户群（倾向环保的左翼消费者）。</p></li></ol><h3 id=\"id_115199486\">看跌期权策略：看跌期权熊市价差组合</h3><p style=\"text-align: start;\"><strong>结构：</strong></p><p><a href=\"https://laohu8.com/OPT/TSELLLA 20250314 265.0 PUT SELL 1 | TSELLLA 20250314 275.0 PUT BUY 1\" title=\"$TSLA 跨價 250314 265P/275P$  \" class=\"immutable-element\">$TSLA 跨價 250314 265P/275P$  </a>‌</p><ul style=\"\"><li><p style=\"text-align: start;\">买入行权价为275美元的看跌期权（3月14日到期）</p></li><li><p style=\"text-align: start;\">卖出行权价为265美元的看跌期权（3月14日到期）</p></li><li><p style=\"text-align: start;\">最大收益：474.5美元</p></li><li><p style=\"text-align: start;\">盈亏平衡点：270.26美元</p></li></ul><p style=\"text-align: start;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cc9ee5d8a35cc4ebd2746f73cff6b509\" tg-width=\"1170\" tg-height=\"1385\"/></p><p style=\"text-align: start;\">逻辑：对冲资金净流出（5日2.7亿美元）背景下测试262.84美元支撑位的下行风险</p><p style=\"text-align: start;\">注：本文内容仅供参考，不构成投资建议。衍生品交易具有高风险，投资者需根据自身风险承受能力审慎决策。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/775d1226e1a74151383a7d012e179b82","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161530603","content_text":"近期 特斯拉 股价震荡走低，投资者权衡关税压力、中国区销售数据疲软以及\"买家罢工\"对这家电动车巨头的影响。不过，特朗普表态拟对美产汽车贷款利息实施税收抵免为特斯拉带来利好。以下对特斯拉股票的多空前景及相关期权策略进行了深入分析。一、看涨逻辑特朗普力推汽车贷款利息抵税新政特朗普在最新演讲中提出一揽子减税计划：\"我呼吁取消小费税、加班税和社会保障福利税。\"更引发市场关注的是，他计划为美国本土生产汽车的贷款利息提供税收优惠，誓言\"彻底激活汽车产业\"。受此提振，特斯拉盘前交易涨逾2%。多重优惠刺激需求回暖面对2025年一季度销售放缓压力，特斯拉祭出组合拳：2月28日后购买Foundation系列Cybertruck电动皮卡可享终身免费超充Model 3提供0首付0利率金融方案老款Model Y清仓折扣虽然促销手段折射需求不及预期，但投资者将其解读为积极信号，周三盘前大涨显示市场看好二季度销售复苏。看涨期权策略：看涨期权牛市价差组合结构：‌‌$TSLA 跨價 250314 265C/275C$  ‌买入行权价为265美元的看涨期权（3月14日到期）卖出行权价为275美元的看涨期权（3月14日到期）最大收益：464美元盈亏平衡点：270.36美元逻辑：在风险可控的前提下押注股价上涨至分析师一致目标价（335.98美元）。二、看空逻辑多地市场销量滑坡法国市场2月销量同比暴跌26%特斯拉2月在华销量（含出口）仅3.06万辆，同比锐减49%特斯拉在美国、欧洲和中国三大市场均表现疲软，三地销量同比均下滑。\"买家罢工\"现象发酵摩根士丹利分析师亚当·乔纳斯在周一报告中称，销售疲软反映了“买家罢工”现象——CEO埃隆·马斯克日益政治化的行为疏远了特斯拉的核心客户群（倾向环保的左翼消费者）。看跌期权策略：看跌期权熊市价差组合结构：$TSLA 跨價 250314 265P/275P$  ‌买入行权价为275美元的看跌期权（3月14日到期）卖出行权价为265美元的看跌期权（3月14日到期）最大收益：474.5美元盈亏平衡点：270.26美元逻辑：对冲资金净流出（5日2.7亿美元）背景下测试262.84美元支撑位的下行风险注：本文内容仅供参考，不构成投资建议。衍生品交易具有高风险，投资者需根据自身风险承受能力审慎决策。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":2876,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4106371827704990","authorId":"4106371827704990","name":"天上冲蜗牛","avatar":"https://static.tigerbbs.com/a79e1b5e3ff9e7fde1e71e851c611977","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"4106371827704990","idStr":"4106371827704990"},"content":"sell put 吗？","text":"sell put 吗？","html":"sell put 吗？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":507108009681600,"gmtCreate":1764836273803,"gmtModify":1764836275779,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560818482432945","idStr":"3560818482432945"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 这只到底啥原因跌又啥原因涨起来了？","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 这只到底啥原因跌又啥原因涨起来了？","text":"$Circle Internet Corp.(CRCL)$ 这只到底啥原因跌又啥原因涨起来了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507108009681600","isVote":1,"tweetType":1,"viewCount":1167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437188372468592,"gmtCreate":1747748090072,"gmtModify":1747748091527,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560818482432945","idStr":"3560818482432945"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 等下来了再吹牛吧，这么高吹个啥","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 等下来了再吹牛吧，这么高吹个啥","text":"$特斯拉(TSLA)$ 等下来了再吹牛吧，这么高吹个啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/437188372468592","isVote":1,"tweetType":1,"viewCount":4547,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4135341184423600","authorId":"4135341184423600","name":"kasea","avatar":"https://static.tigerbbs.com/a7ad72ac8f825be1aa2282fb4a810bf9","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4135341184423600","idStr":"4135341184423600"},"content":"暂时下不来了。老马说了未来五年继续任职","text":"暂时下不来了。老马说了未来五年继续任职","html":"暂时下不来了。老马说了未来五年继续任职"},{"author":{"id":"3441623812793451","authorId":"3441623812793451","name":"牛牛 股","avatar":"https://static.tigerbbs.com/26f5f82adcebf9af1a2da214a2dcf7c9","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3441623812793451","idStr":"3441623812793451"},"content":"下来了又上不去了[流泪]","text":"下来了又上不去了[流泪]","html":"下来了又上不去了[流泪]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544389209834520,"gmtCreate":1773933020838,"gmtModify":1773933033254,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560818482432945","idStr":"3560818482432945"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/1OZ2604\">$1盎司黄金2604(1OZ2604)$</a> 造孽啊，涨跌都超出预料","listText":"<a href=\"https://laohu8.com/FUT/1OZ2604\">$1盎司黄金2604(1OZ2604)$</a> 造孽啊，涨跌都超出预料","text":"$1盎司黄金2604(1OZ2604)$ 造孽啊，涨跌都超出预料","images":[{"img":"https://static.tigerbbs.com/2f6915e3a0487541057b1621ac803498","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/544389209834520","isVote":1,"tweetType":1,"viewCount":10089,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"content":"我也一样遭受重创！","text":"我也一样遭受重创！","html":"我也一样遭受重创！"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":507113599598944,"gmtCreate":1764837628680,"gmtModify":1764837631853,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560818482432945","idStr":"3560818482432945"},"themes":[],"title":"","htmlText":"Replying to <a href=\"https://laohu8.com/U/3472731775828650\">@不吃鱼尾的</a>:开盘甚至还从-5拉到-3呢怎么晓得要跌成这个💩样//<a href=\"https://laohu8.com/U/3472731775828650\">@不吃鱼尾的</a>:手速没跟上 手速快因该能亏提两个点走人","listText":"Replying to <a href=\"https://laohu8.com/U/3472731775828650\">@不吃鱼尾的</a>:开盘甚至还从-5拉到-3呢怎么晓得要跌成这个💩样//<a href=\"https://laohu8.com/U/3472731775828650\">@不吃鱼尾的</a>:手速没跟上 手速快因该能亏提两个点走人","text":"Replying to @不吃鱼尾的:开盘甚至还从-5拉到-3呢怎么晓得要跌成这个💩样//@不吃鱼尾的:手速没跟上 手速快因该能亏提两个点走人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/507113599598944","isVote":1,"tweetType":1,"viewCount":1411,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000197","authorId":"9000000000000197","name":"ScottGonzales","avatar":"https://static.tigerbbs.com/9cf11fbf7e9cf7863269c430ae07d7c9","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000197","idStr":"9000000000000197"},"content":"手速跟不上是真的痛苦，下次挂单提前设好吧😭","text":"手速跟不上是真的痛苦，下次挂单提前设好吧😭","html":"手速跟不上是真的痛苦，下次挂单提前设好吧😭"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}