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三水胜十浦

三水胜十浦

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三水胜十浦

00:26

$Tradr 2X Long SNDK Daily ETF(SNXX)$ 舍出破头撞金钟，想想《大时代》里的丁蟹如果面对现在的局面，会怎么样！ [邪恶] [看跌]

三水胜十浦

07-28 21:18

$Tradr 2X Long SNDK Daily ETF(SNXX)$

三水胜十浦

07-28 16:38

中国很快就会把这个行业做成白菜价，参考一下盾构机。

异动解读 | 中国自研DUV光刻机量产消息持续发酵，阿斯麦夜盘大跌5.08%

三水胜十浦

06-25

$Bullish(BLSH)$ 这只票好奇怪，似乎永远没有底的样子。[冷漠]

三水胜十浦

06-23

总能编出理由。[笑哭] [笑哭] [笑哭]

异动解读 | 监管担忧叠加高管减持，Circle Internet Corp.盘前大跌5.19%

三水胜十浦

05-18

蔚来欠不欠股东们一万个道歉？！

乐道汽车总裁沈斐：提到理想都是一些不太美好的回忆，还欠我们一个道歉

三水胜十浦

04-11

$Figma(FIG)$ 免费的东西用到最后反而成本最高。现在人人都有手机视频，可还是🈶大把人用Zoom和腾讯会议？所以，Figma一时半会儿垮不了。

三水胜十浦

04-01

牛B神操作！[强]

@Janelovesapp:$耐克(NKE)$ 最近不稳，减仓，卖出先，安全第一

三水胜十浦

03-30

$从玉智农(00875)$ 明天发财报，今天跌成这副德行，得多么不被人看好？[冷漠] 争点儿气支棱起来，成不？！

三水胜十浦

03-23

道理是没错，架不住这家公司总是出人意表。 [笑哭]

三水胜十浦

03-23

老黄应该不会跳出来表态，装不知道是最佳选择。

@不离亦不弃:$超微电脑(SMCI)$比较意外的一点就是主要涉事人Wally Liaw在被捕的三天前还在GTC和黄仁勋合影，黄总不提前知道这事绝对不可能. 还有一点就是一个股友的评论，如果明后几天NVDA发布官方声明把超微踢出供应链，并转单给Dell，HPE，甚至富士康，浪潮. 那么超微还会有30-50点的跌幅. 看看老黄还会再次拉台湾老乡兄弟一把，还是撕破脸摊牌..

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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\">2026-07-28 15:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>阿斯麦(ASML)在夜盘交易时段延续跌势，股价大跌5.08%，引发市场广泛关注。</p><p>消息面上，据媒体报道，一家获中国国有资本支持的企业已开始量产自主研发的浸没式深紫外(DUV)光刻机，计划于2026年生产约5台，2027年扩大至约20台。这种关键芯片制造设备长期以来一直由荷兰供应商阿斯麦主导，中国在该领域的突破引发市场对阿斯麦长期市场份额受到侵蚀的担忧。</p><p>尽管有分析师指出，目前国产DUV光刻机在产量和技术上仍与阿斯麦存在较大差距，且市场对此消息的反应可能过度，但投资者担忧中国半导体自主化进程加速，将对阿斯麦未来在中国市场的销售构成压力。数据显示，阿斯麦来自中国市场的销售占比已从一季度的19%降至二季度的14%，中国收入持续收缩叠加本土替代加速，加剧了市场对公司增长前景的忧虑。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168827730","content_text":"阿斯麦(ASML)在夜盘交易时段延续跌势，股价大跌5.08%，引发市场广泛关注。消息面上，据媒体报道，一家获中国国有资本支持的企业已开始量产自主研发的浸没式深紫外(DUV)光刻机，计划于2026年生产约5台，2027年扩大至约20台。这种关键芯片制造设备长期以来一直由荷兰供应商阿斯麦主导，中国在该领域的突破引发市场对阿斯麦长期市场份额受到侵蚀的担忧。尽管有分析师指出，目前国产DUV光刻机在产量和技术上仍与阿斯麦存在较大差距，且市场对此消息的反应可能过度，但投资者担忧中国半导体自主化进程加速，将对阿斯麦未来在中国市场的销售构成压力。数据显示，阿斯麦来自中国市场的销售占比已从一季度的19%降至二季度的14%，中国收入持续收缩叠加本土替代加速，加剧了市场对公司增长前景的忧虑。","news_type":1,"symbols_score_info":{"ASML":1}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":579040429871704,"gmtCreate":1782376428254,"gmtModify":1782376664191,"author":{"id":"3569231741049375","authorId":"3569231741049375","name":"三水胜十浦","avatar":"https://static.tigerbbs.com/95b0841a20c2b7d43fa9773ed2c382cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569231741049375","authorIdStr":"3569231741049375"},"themes":[],"title":"","htmlText":"<a 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这只票好奇怪，似乎永远没有底的样子。[冷漠]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/579040429871704","isVote":1,"tweetType":1,"viewCount":736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578343572516912,"gmtCreate":1782206315929,"gmtModify":1782206985008,"author":{"id":"3569231741049375","authorId":"3569231741049375","name":"三水胜十浦","avatar":"https://static.tigerbbs.com/95b0841a20c2b7d43fa9773ed2c382cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569231741049375","authorIdStr":"3569231741049375"},"themes":[],"title":"","htmlText":"总能编出理由。[笑哭]&nbsp;&nbsp;[笑哭]&nbsp;&nbsp;[笑哭]&nbsp;&nbsp;","listText":"总能编出理由。[笑哭]&nbsp;&nbsp;[笑哭]&nbsp;&nbsp;[笑哭]&nbsp;&nbsp;","text":"总能编出理由。[笑哭] [笑哭] [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578343572516912","repostId":"1186739811","repostType":4,"repost":{"id":"1186739811","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1782206092,"share":"https://www.laohu8.com/m/news/1186739811?lang=zh_CN&edition=full","pubTime":"2026-06-23 17:14","market":"hk","language":"zh","title":"异动解读 | 监管担忧叠加高管减持，Circle Internet Corp.盘前大跌5.19%","url":"https://stock-news.laohu8.com/highlight/detail?id=1186739811","media":"异动解读","summary":"Circle Internet Corp.今日盘前股价大跌5.19%，引发了市场关注。消息面上，公司面临美国CLARITY法案带来的监管不确定性，同时日本三大银行计划发行稳定币加剧了行业竞争。此外，公司董事Patrick Sean Neville近期减持股份并计划进一步出售，高管密集抛售持续打压市场信心。多重利空因素叠加，导致该股在6月累计下跌约29%，前交易日的反弹动能迅速衰竭。","content":"<p>Circle Internet Corp.今日盘前股价大跌5.19%，引发了市场关注。</p><p>消息面上，公司面临美国CLARITY法案带来的监管不确定性，同时日本三大银行计划发行稳定币加剧了行业竞争。此外，公司董事Patrick Sean Neville近期减持股份并计划进一步出售，高管密集抛售持续打压市场信心。</p><p>多重利空因素叠加，导致该股在6月累计下跌约29%，前交易日的反弹动能迅速衰竭。</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 name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读 | 监管担忧叠加高管减持，Circle Internet Corp.盘前大跌5.19%</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读 | 监管担忧叠加高管减持，Circle Internet Corp.盘前大跌5.19%\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\">2026-06-23 17:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Circle Internet Corp.今日盘前股价大跌5.19%，引发了市场关注。</p><p>消息面上，公司面临美国CLARITY法案带来的监管不确定性，同时日本三大银行计划发行稳定币加剧了行业竞争。此外，公司董事Patrick Sean Neville近期减持股份并计划进一步出售，高管密集抛售持续打压市场信心。</p><p>多重利空因素叠加，导致该股在6月累计下跌约29%，前交易日的反弹动能迅速衰竭。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRCL":"Circle Internet Corp."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186739811","content_text":"Circle Internet Corp.今日盘前股价大跌5.19%，引发了市场关注。消息面上，公司面临美国CLARITY法案带来的监管不确定性，同时日本三大银行计划发行稳定币加剧了行业竞争。此外，公司董事Patrick Sean Neville近期减持股份并计划进一步出售，高管密集抛售持续打压市场信心。多重利空因素叠加，导致该股在6月累计下跌约29%，前交易日的反弹动能迅速衰竭。","news_type":1,"symbols_score_info":{"CRCL":1}},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565535433446328,"gmtCreate":1779104490488,"gmtModify":1779104493069,"author":{"id":"3569231741049375","authorId":"3569231741049375","name":"三水胜十浦","avatar":"https://static.tigerbbs.com/95b0841a20c2b7d43fa9773ed2c382cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569231741049375","authorIdStr":"3569231741049375"},"themes":[],"title":"","htmlText":"蔚来欠不欠股东们一万个道歉？！","listText":"蔚来欠不欠股东们一万个道歉？！","text":"蔚来欠不欠股东们一万个道歉？！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565535433446328","repostId":"2635052069","repostType":2,"repost":{"id":"2635052069","kind":"news","pubTimestamp":1778910180,"share":"https://www.laohu8.com/m/news/2635052069?lang=zh_CN&edition=full","pubTime":"2026-05-16 13:43","market":"other","language":"zh","title":"乐道汽车总裁沈斐：提到理想都是一些不太美好的回忆，还欠我们一个道歉","url":"https://stock-news.laohu8.com/highlight/detail?id=2635052069","media":"新浪科技","summary":"新浪科技讯 5月16日下午消息，乐道L80上市发布会后，蔚来联合创始人、总裁秦力洪，蔚来高级副总裁、乐道汽车总裁沈斐与媒体对话。　　被问及同日发布的全新一代理想L9与乐道L80的对比，沈斐表示，理想它的销量各方面还是非常不错的，乐道也努力的向它学习，争取能做的更好。沈斐在微博上直接公开点名刘杰，要求其对蔚来和乐道用户道歉。沈斐随后也补充道，“不愉快、不美好”是开玩笑的。","content":"<html><body><div>\n<p>　　新浪科技讯 5月16日下午消息，乐道L80上市发布会后，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>联合创始人、总裁秦力洪，<a href=\"https://laohu8.com/S/09866\">蔚来</a>高级副总裁、乐道汽车总裁沈斐与媒体对话。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/59/w550h309/20260516/4573-544a1be7923673df43a5a04e888e0157.jpg\"/><span></span></div>\n<p>　　被问及同日发布的全新一代理想L9与乐道L80的对比，沈斐表示，理想它的销量各方面还是非常不错的，乐道也努力的向它学习，争取能做的更好。“但是你让我做比较，我个人其实你提到理想，我脑子一闪而过的都是一些不太美好的回忆，不太喜欢。”</p>\n<p>　　他提到了2025年理想与乐道之间的不愉快。当时，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>副总裁刘杰在社交媒体发文，并附了一张评论的图片，委婉指出乐道黑水军在抹黑理想i8。沈斐随后对刘杰的帖子进行了转发，并配了一句文字：“建议直接报警。”后来经过网友的调查溯源，证实这个评论并非乐道雇佣的黑水军。沈斐在微博上直接公开点名刘杰，要求其对<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>和乐道用户道歉。</p>\n<p>　　“去年对方说我们在引导用户，水军之类的，我说那你直接报警呗，后来我发现根本不是那么一回事，那我觉得还欠我一个道歉。”</p>\n<p>　　对于沈斐针对理想的评价，秦力洪强调，仅代表沈斐个人观点。沈斐随后也补充道，“不愉快、不美好”是开玩笑的。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：郝欣煜 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>乐道汽车总裁沈斐：提到理想都是一些不太美好的回忆，还欠我们一个道歉</title>\n<style 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href=\"https://finance.sina.com.cn/tech/shenji/2026-05-16/doc-inhyankq2508199.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4505":"高瓴资本持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4504":"桥水持仓","BK4588":"碎股","BK4548":"巴美列捷福持仓","BK6125":"汽车制造商","BK4574":"无人驾驶","NIO":"蔚来","BK4509":"腾讯概念","NIOG":"2倍做多NIO ETF-Leverage Shares","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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href=\"https://finance.sina.com.cn/tech/shenji/2026-05-16/doc-inhyankq2508199.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4505":"高瓴资本持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4504":"桥水持仓","BK4588":"碎股","BK4548":"巴美列捷福持仓","BK6125":"汽车制造商","BK4574":"无人驾驶","NIO":"蔚来","BK4509":"腾讯概念","NIOG":"2倍做多NIO ETF-Leverage Shares","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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舍出破头撞金钟，想想《大时代》里的丁蟹如果面对现在的局面，会怎么样！&nbsp;[邪恶]&nbsp;&nbsp;&nbsp;[看跌]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/SNXX\">$Tradr 2X Long SNDK Daily ETF(SNXX)$ </a> 舍出破头撞金钟，想想《大时代》里的丁蟹如果面对现在的局面，会怎么样！&nbsp;[邪恶]&nbsp;&nbsp;&nbsp;[看跌]&nbsp;&nbsp;","text":"$Tradr 2X Long SNDK Daily ETF(SNXX)$ 舍出破头撞金钟，想想《大时代》里的丁蟹如果面对现在的局面，会怎么样！ [邪恶] [看跌]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591220278547144","isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590957469098272,"gmtCreate":1785244722777,"gmtModify":1785244725057,"author":{"id":"3569231741049375","authorId":"3569231741049375","name":"三水胜十浦","avatar":"https://static.tigerbbs.com/95b0841a20c2b7d43fa9773ed2c382cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569231741049375","authorIdStr":"3569231741049375"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNXX\">$Tradr 2X Long SNDK Daily ETF(SNXX)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/SNXX\">$Tradr 2X Long SNDK Daily ETF(SNXX)$ </a>&nbsp;","text":"$Tradr 2X Long SNDK Daily ETF(SNXX)$","images":[{"img":"https://static.tigerbbs.com/8506f200cdd39519b2f4eaff8477c26b","width":"1440","height":"3140"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590957469098272","isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":590889743048952,"gmtCreate":1785227916609,"gmtModify":1785227918446,"author":{"id":"3569231741049375","authorId":"3569231741049375","name":"三水胜十浦","avatar":"https://static.tigerbbs.com/95b0841a20c2b7d43fa9773ed2c382cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569231741049375","authorIdStr":"3569231741049375"},"themes":[],"title":"","htmlText":"中国很快就会把这个行业做成白菜价，参考一下盾构机。","listText":"中国很快就会把这个行业做成白菜价，参考一下盾构机。","text":"中国很快就会把这个行业做成白菜价，参考一下盾构机。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590889743048952","repostId":"1168827730","repostType":2,"repost":{"id":"1168827730","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1785222151,"share":"https://www.laohu8.com/m/news/1168827730?lang=zh_CN&edition=full","pubTime":"2026-07-28 15:02","market":"nz","language":"zh","title":"异动解读 | 中国自研DUV光刻机量产消息持续发酵，阿斯麦夜盘大跌5.08%","url":"https://stock-news.laohu8.com/highlight/detail?id=1168827730","media":"异动解读","summary":"阿斯麦在夜盘交易时段延续跌势，股价大跌5.08%，引发市场广泛关注。消息面上，据媒体报道，一家获中国国有资本支持的企业已开始量产自主研发的浸没式深紫外 光刻机，计划于2026年生产约5台，2027年扩大至约20台。尽管有分析师指出，目前国产DUV光刻机在产量和技术上仍与阿斯麦存在较大差距，且市场对此消息的反应可能过度，但投资者担忧中国半导体自主化进程加速，将对阿斯麦未来在中国市场的销售构成压力。","content":"<p>阿斯麦(ASML)在夜盘交易时段延续跌势，股价大跌5.08%，引发市场广泛关注。</p><p>消息面上，据媒体报道，一家获中国国有资本支持的企业已开始量产自主研发的浸没式深紫外(DUV)光刻机，计划于2026年生产约5台，2027年扩大至约20台。这种关键芯片制造设备长期以来一直由荷兰供应商阿斯麦主导，中国在该领域的突破引发市场对阿斯麦长期市场份额受到侵蚀的担忧。</p><p>尽管有分析师指出，目前国产DUV光刻机在产量和技术上仍与阿斯麦存在较大差距，且市场对此消息的反应可能过度，但投资者担忧中国半导体自主化进程加速，将对阿斯麦未来在中国市场的销售构成压力。数据显示，阿斯麦来自中国市场的销售占比已从一季度的19%降至二季度的14%，中国收入持续收缩叠加本土替代加速，加剧了市场对公司增长前景的忧虑。</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\" 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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\">2026-07-28 15:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>阿斯麦(ASML)在夜盘交易时段延续跌势，股价大跌5.08%，引发市场广泛关注。</p><p>消息面上，据媒体报道，一家获中国国有资本支持的企业已开始量产自主研发的浸没式深紫外(DUV)光刻机，计划于2026年生产约5台，2027年扩大至约20台。这种关键芯片制造设备长期以来一直由荷兰供应商阿斯麦主导，中国在该领域的突破引发市场对阿斯麦长期市场份额受到侵蚀的担忧。</p><p>尽管有分析师指出，目前国产DUV光刻机在产量和技术上仍与阿斯麦存在较大差距，且市场对此消息的反应可能过度，但投资者担忧中国半导体自主化进程加速，将对阿斯麦未来在中国市场的销售构成压力。数据显示，阿斯麦来自中国市场的销售占比已从一季度的19%降至二季度的14%，中国收入持续收缩叠加本土替代加速，加剧了市场对公司增长前景的忧虑。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168827730","content_text":"阿斯麦(ASML)在夜盘交易时段延续跌势，股价大跌5.08%，引发市场广泛关注。消息面上，据媒体报道，一家获中国国有资本支持的企业已开始量产自主研发的浸没式深紫外(DUV)光刻机，计划于2026年生产约5台，2027年扩大至约20台。这种关键芯片制造设备长期以来一直由荷兰供应商阿斯麦主导，中国在该领域的突破引发市场对阿斯麦长期市场份额受到侵蚀的担忧。尽管有分析师指出，目前国产DUV光刻机在产量和技术上仍与阿斯麦存在较大差距，且市场对此消息的反应可能过度，但投资者担忧中国半导体自主化进程加速，将对阿斯麦未来在中国市场的销售构成压力。数据显示，阿斯麦来自中国市场的销售占比已从一季度的19%降至二季度的14%，中国收入持续收缩叠加本土替代加速，加剧了市场对公司增长前景的忧虑。","news_type":1,"symbols_score_info":{"ASML":1}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":579040429871704,"gmtCreate":1782376428254,"gmtModify":1782376664191,"author":{"id":"3569231741049375","authorId":"3569231741049375","name":"三水胜十浦","avatar":"https://static.tigerbbs.com/95b0841a20c2b7d43fa9773ed2c382cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569231741049375","authorIdStr":"3569231741049375"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BLSH\">$Bullish(BLSH)$ </a> 这只票好奇怪，似乎永远没有底的样子。[冷漠]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/BLSH\">$Bullish(BLSH)$ </a> 这只票好奇怪，似乎永远没有底的样子。[冷漠]&nbsp;&nbsp;","text":"$Bullish(BLSH)$ 这只票好奇怪，似乎永远没有底的样子。[冷漠]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/579040429871704","isVote":1,"tweetType":1,"viewCount":736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}