Sparow的个人主页 - 老虎社区

Sparow

Sparow

不积小流，无以成江海

IP属地：广东

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0勋章

09-16 08:38

Space X未上市？场外报价？

昨夜今晨｜美债收益率再度逼近 5%；美股下跌静待美联储决策；Clarity法案未通过美国参议院投票

09-05

都从60涨到90了才押注？这是放风减仓吗

伊朗战事再起，对冲基金加大对油价上涨的押注，多头头寸创5月以来最高

09-05

老虎的资讯越来越敷衍了@老虎证券

估值2万亿！Anthropic 或成史上最大IPO，10月启动路演，11月中期选举前挂牌

08-21

继续回本中

08-19

苦等一个月还在回本中～

06-10

$SPXW 20260609 7320.0 PUT$

06-09

一言难尽

05-11

$QQQ 20260511 710.0 PUT$

05-07

随缘，随一切

04-16

20260416

03-12

$TCH.HK 20260313 550.00 CALL$

03-03

$QQQ 20260302 604.0 PUT$

2025-01-27

$QQQ 20250127 529.0 PUT$ 大师说：慢就是快，先求生存，再谋发展

2024-12-14

$QQQ 20241213 531.0 PUT$ 看跌标普入手了这个，收益率大打折扣！选择比努力重要太多～

2024-12-13

$T-Rex MSTR(MSTZ)$ 轻仓定投，建议波段操作。

去老虎APP查看更多动态

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X未上市？场外报价？","listText":"Space X未上市？场外报价？","text":"Space X未上市？场外报价？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608237559166200","repostId":"1156344530","repostType":4,"repost":{"id":"1156344530","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":1789517518,"share":"https://www.laohunote.com/m/news/1156344530?lang=zh_CN&edition=full","pubTime":"2026-09-16 08:11","market":"us","language":"zh","title":"昨夜今晨｜美债收益率再度逼近 5%；美股下跌静待美联储决策；Clarity法案未通过美国参议院投票","url":"https://stock-news.laohu8.com/highlight/detail?id=1156344530","media":"老虎资讯综合","summary":"十年期美债收益率徘徊5%高位、美联储议息临近，叠加原油价格坚挺，抑制了风险偏好，成长与价值板块同步回调。02 其他市场9月16日十年美债收益率基本持平，最新收益率为5.00%。美国财政部20年期国债拍卖得标收益率升至5.42%，再创历史高点。间接投标人占比下滑，投资者要求更高风险溢价，十年期美债收益率再度突破5%关口，债市波动对全球金融资产估值施压。加密牌照受挫，Coinbase收跌10.10%至172.11美元。","content":"<html><head></head><body><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb7d8cc05e62e9119bab7b47ff308ce5\" data-align=\"center\" tg-width=\"1080\" tg-height=\"1920\"/><span></span></p><h2 style=\"text-align: left;\">01 股市</h2><p style=\"text-align: left;\"><strong>截至9月16日，美股三大指数集体承压。</strong>道琼斯指数跌<strong>0.63%</strong>至<strong>52 093.11</strong>点；标普500指数跌<strong>0.45%</strong>至<strong>7 585.73</strong>点；纳斯达克综合指数跌<strong>0.78%</strong>至<strong>25 981.57</strong>点。十年期美债收益率徘徊<strong>5%</strong>高位、美联储议息临近，叠加原油价格坚挺，抑制了风险偏好，成长与价值板块同步回调。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ce20b8913e64783398c6b2a5e81b4f6\" data-align=\"center\" tg-width=\"1156\" tg-height=\"472\"/><span></span></p><p style=\"text-align: left;\"><strong>热门股异动</strong>：芯片股表现分化，<strong>AMD涨2.19%</strong>报<strong>504.20</strong>美元，<strong>英伟达涨0.57%</strong>报<strong>212.17</strong>美元；<strong>Meta</strong>在自研芯片计划催化下<strong>涨0.70%</strong>至<strong>670.24</strong>美元。加密板块承压，<strong>Coinbase跌10.10%</strong>至<strong>172.11</strong>美元，<strong>Circle跌11.41%</strong>；受可能与 SpaceX 合作预期影响，<strong>特斯拉跌0.67%</strong>，而未上市 SpaceX 对应场外报价<strong>跌3.15%</strong>。传统软件巨头表现疲弱，<strong>甲骨文跌3.07%</strong>。</p><p style=\"text-align: left;\"><strong>中概股方面</strong>：平台经济股偏弱，<strong>拼多多跌1.64%</strong>报<strong>78.08</strong>美元，<strong>理想汽车跌3.37%</strong>至<strong>11.76</strong>美元，<strong>小鹏汽车跌4.48%</strong>至<strong>10.23</strong>美元；<strong>阿里巴巴小幅上涨0.10%</strong>收于<strong>109.34</strong>美元。新能源板块回吐涨幅，<strong>晶科能源跌5.64%</strong>。</p><h2 style=\"text-align: left;\">02 其他市场</h2><p style=\"text-align: left;\"><strong>9月16日十年美债收益率基本持平（0.00%），最新收益率为5.00%。</strong></p><p style=\"text-align: left;\"><strong>9月16日美元兑离岸人民币上升0.0059%，报6.77；美元兑港币下降0.0040%，报7.84。</strong></p><p style=\"text-align: left;\"><strong>9月16日美元指数上升0.0080%，报99.65。</strong></p><p style=\"text-align: left;\"><strong>9月16日WTI原油主连期货下降0.40%，报100.35美元/桶；黄金主连期货下降0.08%, 报4 329.40美元/盎司。</strong></p><h2 style=\"text-align: left;\">03 国际宏观</h2><p style=\"text-align: left;\"><strong>Clarity法案未通过美国参议院投票。</strong><span>当地时间9月15日下午，美国参议院就《数字资产市场清晰法案》（简称CLARITY Act）举行终结辩论（cloture）程序性投票。该投票需要60票才能克服阻挠、正式开启全院辩论与修正案程序，但最终以49票赞成、50票反对未获通过（远低于60票门槛，甚至未获简单多数）。</span></p><p style=\"text-align: left;\"><strong>美国财政部支持向成年居民发放5 000美元补贴并承诺“不会增加赤字”。</strong>财政部长强调可通过其它途径对冲成本，众议院领导层已与白宫磋商，但具体立法路径和资金来源仍未明朗，市场对联邦赤字与长期国债供给的担忧升温。</p><p style=\"text-align: left;\"><strong>日本政府被曝研究将防务开支在十年内升至GDP的3.5%，官方虽否认消息但长端日债收益率创新高。</strong>市场担忧财政扩张与减税并举的可持续性，10年期日债收益率触及1996年以来高位，日元再度承压。</p><p style=\"text-align: left;\"><strong>美国财政部20年期国债拍卖得标收益率升至5.42%，再创历史高点。</strong>间接投标人占比下滑，投资者要求更高风险溢价，十年期美债收益率再度突破5%关口，债市波动对全球金融资产估值施压。</p><h2 style=\"text-align: left;\">04 公司新闻</h2><p style=\"text-align: left;\"><span>携程第二季净收入156.63亿人民币升6%，受反垄断罚款拖累转亏24.45亿；</span></p><p style=\"text-align: left;\"><strong>OpenAI瞄准加拿大部署数据中心，谋求全球扩张。</strong>公司高管在加拿大投资峰会上表示，当地充裕的能源与土地资源使其成为建设 AI 基础设施的优选区域，并对加拿大政府的 AI 产业战略表示认可。</p><p style=\"text-align: left;\"><strong>NVIDIA CEO强调AI安全可由市场自律，无需新增立法。</strong>在旧金山行业大会上，黄仁勋指出企业应通过自我节奏管控确保产品安全，其言论为全球AI监管讨论注入市场化视角。</p><p style=\"text-align: left;\"><strong>OpenAI、Anthropic与谷歌DeepMind组成联盟，共推AI安全标准。</strong>三大头部模型开发商已就漏洞披露和协同防护机制展开数周合作，强调无需依赖额外反垄断豁免。</p><p style=\"text-align: left;\"><strong>Meta计划2027年上半年在数据中心部署自研ARKE芯片。</strong>公司称自家芯片将比现有方案更省成本及能耗，并已启动下一代“Astrid”设计，为AI推理提升效率。</p><p style=\"text-align: left;\"><strong>Micron率先演示512GB DDR5内存模组，实现服务器单机12TB容量。</strong>新产品能耗较传统方案降低逾60%，获AMD与英特尔同步验证，预计2027年下半年量产。</p><p style=\"text-align: left;\"><strong>Rocket Lab宣布收购铱星通讯，规模将“一夜翻倍”。</strong>CFO称并购将把火箭发射与卫星通信服务整合，扩张至端到端太空运营，且更多收购交易在规划中。</p><p style=\"text-align: left;\"><strong>Altera已向SEC秘密递交IPO申请，谋求AI芯片资本化。</strong>在银湖资本与英特尔支持下，公司计划重返公开市场，瞄准可编程芯片与AI基础设施高景气赛道。</p><p style=\"text-align: left;\"><strong>Waystar证实正评估出售等多种战略选项。</strong>医疗软件企业获EQT等大股东支持，若再度私有化将重塑其资本结构，消息推动股价大幅拉升。</p><p style=\"text-align: left;\"><strong>LVMH年内股价累计下跌37%，市值跌出欧洲前十。</strong>奢侈品需求走弱导致业绩预期承压，市场担忧欧洲消费复苏动能，集团创始人资产排名大幅下滑。</p><p style=\"text-align: left;\"><strong>字节跳动营收上升、利润承压，AI投入推高成本。</strong>内部数据显示，上半年营收同比增长约<strong>30%</strong>，但加大AI投入令净利润下行，海外业务收入占比已突破<strong>30%</strong>。</p><p style=\"text-align: left;\"><strong>加密牌照受挫，Coinbase收跌10.10%至172.11美元。</strong>美国参议院否决数字资产监管法案，市场对监管真空延续及流动性收缩担忧加剧，相关概念股普遍下挫。</p><p style=\"text-align: left;\"> ---</p><p style=\"text-align: left;\"><strong>资料来源</strong> ：公开市场数据</p><p style=\"text-align: left;\"><strong>免责声明</strong> ：本内容仅供参考，不构成任何投资建议。</p><p style=\"text-align: left;\"></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>昨夜今晨｜美债收益率再度逼近 5%；美股下跌静待美联储决策；Clarity法案未通过美国参议院投票</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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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昨夜今晨｜美债收益率再度逼近 5%；美股下跌静待美联储决策；Clarity法案未通过美国参议院投票\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\">2026-09-16 08:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb7d8cc05e62e9119bab7b47ff308ce5\" data-align=\"center\" tg-width=\"1080\" tg-height=\"1920\"/><span></span></p><h2 style=\"text-align: left;\">01 股市</h2><p style=\"text-align: left;\"><strong>截至9月16日，美股三大指数集体承压。</strong>道琼斯指数跌<strong>0.63%</strong>至<strong>52 093.11</strong>点；标普500指数跌<strong>0.45%</strong>至<strong>7 585.73</strong>点；纳斯达克综合指数跌<strong>0.78%</strong>至<strong>25 981.57</strong>点。十年期美债收益率徘徊<strong>5%</strong>高位、美联储议息临近，叠加原油价格坚挺，抑制了风险偏好，成长与价值板块同步回调。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ce20b8913e64783398c6b2a5e81b4f6\" data-align=\"center\" tg-width=\"1156\" tg-height=\"472\"/><span></span></p><p style=\"text-align: left;\"><strong>热门股异动</strong>：芯片股表现分化，<strong>AMD涨2.19%</strong>报<strong>504.20</strong>美元，<strong>英伟达涨0.57%</strong>报<strong>212.17</strong>美元；<strong>Meta</strong>在自研芯片计划催化下<strong>涨0.70%</strong>至<strong>670.24</strong>美元。加密板块承压，<strong>Coinbase跌10.10%</strong>至<strong>172.11</strong>美元，<strong>Circle跌11.41%</strong>；受可能与 SpaceX 合作预期影响，<strong>特斯拉跌0.67%</strong>，而未上市 SpaceX 对应场外报价<strong>跌3.15%</strong>。传统软件巨头表现疲弱，<strong>甲骨文跌3.07%</strong>。</p><p style=\"text-align: left;\"><strong>中概股方面</strong>：平台经济股偏弱，<strong>拼多多跌1.64%</strong>报<strong>78.08</strong>美元，<strong>理想汽车跌3.37%</strong>至<strong>11.76</strong>美元，<strong>小鹏汽车跌4.48%</strong>至<strong>10.23</strong>美元；<strong>阿里巴巴小幅上涨0.10%</strong>收于<strong>109.34</strong>美元。新能源板块回吐涨幅，<strong>晶科能源跌5.64%</strong>。</p><h2 style=\"text-align: left;\">02 其他市场</h2><p style=\"text-align: left;\"><strong>9月16日十年美债收益率基本持平（0.00%），最新收益率为5.00%。</strong></p><p style=\"text-align: left;\"><strong>9月16日美元兑离岸人民币上升0.0059%，报6.77；美元兑港币下降0.0040%，报7.84。</strong></p><p style=\"text-align: left;\"><strong>9月16日美元指数上升0.0080%，报99.65。</strong></p><p style=\"text-align: left;\"><strong>9月16日WTI原油主连期货下降0.40%，报100.35美元/桶；黄金主连期货下降0.08%, 报4 329.40美元/盎司。</strong></p><h2 style=\"text-align: left;\">03 国际宏观</h2><p style=\"text-align: left;\"><strong>Clarity法案未通过美国参议院投票。</strong><span>当地时间9月15日下午，美国参议院就《数字资产市场清晰法案》（简称CLARITY Act）举行终结辩论（cloture）程序性投票。该投票需要60票才能克服阻挠、正式开启全院辩论与修正案程序，但最终以49票赞成、50票反对未获通过（远低于60票门槛，甚至未获简单多数）。</span></p><p style=\"text-align: left;\"><strong>美国财政部支持向成年居民发放5 000美元补贴并承诺“不会增加赤字”。</strong>财政部长强调可通过其它途径对冲成本，众议院领导层已与白宫磋商，但具体立法路径和资金来源仍未明朗，市场对联邦赤字与长期国债供给的担忧升温。</p><p style=\"text-align: left;\"><strong>日本政府被曝研究将防务开支在十年内升至GDP的3.5%，官方虽否认消息但长端日债收益率创新高。</strong>市场担忧财政扩张与减税并举的可持续性，10年期日债收益率触及1996年以来高位，日元再度承压。</p><p style=\"text-align: left;\"><strong>美国财政部20年期国债拍卖得标收益率升至5.42%，再创历史高点。</strong>间接投标人占比下滑，投资者要求更高风险溢价，十年期美债收益率再度突破5%关口，债市波动对全球金融资产估值施压。</p><h2 style=\"text-align: left;\">04 公司新闻</h2><p style=\"text-align: left;\"><span>携程第二季净收入156.63亿人民币升6%，受反垄断罚款拖累转亏24.45亿；</span></p><p style=\"text-align: left;\"><strong>OpenAI瞄准加拿大部署数据中心，谋求全球扩张。</strong>公司高管在加拿大投资峰会上表示，当地充裕的能源与土地资源使其成为建设 AI 基础设施的优选区域，并对加拿大政府的 AI 产业战略表示认可。</p><p style=\"text-align: left;\"><strong>NVIDIA CEO强调AI安全可由市场自律，无需新增立法。</strong>在旧金山行业大会上，黄仁勋指出企业应通过自我节奏管控确保产品安全，其言论为全球AI监管讨论注入市场化视角。</p><p style=\"text-align: left;\"><strong>OpenAI、Anthropic与谷歌DeepMind组成联盟，共推AI安全标准。</strong>三大头部模型开发商已就漏洞披露和协同防护机制展开数周合作，强调无需依赖额外反垄断豁免。</p><p style=\"text-align: left;\"><strong>Meta计划2027年上半年在数据中心部署自研ARKE芯片。</strong>公司称自家芯片将比现有方案更省成本及能耗，并已启动下一代“Astrid”设计，为AI推理提升效率。</p><p style=\"text-align: left;\"><strong>Micron率先演示512GB DDR5内存模组，实现服务器单机12TB容量。</strong>新产品能耗较传统方案降低逾60%，获AMD与英特尔同步验证，预计2027年下半年量产。</p><p style=\"text-align: left;\"><strong>Rocket Lab宣布收购铱星通讯，规模将“一夜翻倍”。</strong>CFO称并购将把火箭发射与卫星通信服务整合，扩张至端到端太空运营，且更多收购交易在规划中。</p><p style=\"text-align: left;\"><strong>Altera已向SEC秘密递交IPO申请，谋求AI芯片资本化。</strong>在银湖资本与英特尔支持下，公司计划重返公开市场，瞄准可编程芯片与AI基础设施高景气赛道。</p><p style=\"text-align: left;\"><strong>Waystar证实正评估出售等多种战略选项。</strong>医疗软件企业获EQT等大股东支持，若再度私有化将重塑其资本结构，消息推动股价大幅拉升。</p><p style=\"text-align: left;\"><strong>LVMH年内股价累计下跌37%，市值跌出欧洲前十。</strong>奢侈品需求走弱导致业绩预期承压，市场担忧欧洲消费复苏动能，集团创始人资产排名大幅下滑。</p><p style=\"text-align: left;\"><strong>字节跳动营收上升、利润承压，AI投入推高成本。</strong>内部数据显示，上半年营收同比增长约<strong>30%</strong>，但加大AI投入令净利润下行，海外业务收入占比已突破<strong>30%</strong>。</p><p style=\"text-align: left;\"><strong>加密牌照受挫，Coinbase收跌10.10%至172.11美元。</strong>美国参议院否决数字资产监管法案，市场对监管真空延续及流动性收缩担忧加剧，相关概念股普遍下挫。</p><p style=\"text-align: left;\"> ---</p><p style=\"text-align: left;\"><strong>资料来源</strong> ：公开市场数据</p><p style=\"text-align: left;\"><strong>免责声明</strong> ：本内容仅供参考，不构成任何投资建议。</p><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a97a16afe8e75d415a74db18ceb0a4c","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156344530","content_text":"01 股市截至9月16日，美股三大指数集体承压。道琼斯指数跌0.63%至52 093.11点；标普500指数跌0.45%至7 585.73点；纳斯达克综合指数跌0.78%至25 981.57点。十年期美债收益率徘徊5%高位、美联储议息临近，叠加原油价格坚挺，抑制了风险偏好，成长与价值板块同步回调。热门股异动：芯片股表现分化，AMD涨2.19%报504.20美元，英伟达涨0.57%报212.17美元；Meta在自研芯片计划催化下涨0.70%至670.24美元。加密板块承压，Coinbase跌10.10%至172.11美元，Circle跌11.41%；受可能与 SpaceX 合作预期影响，特斯拉跌0.67%，而未上市 SpaceX 对应场外报价跌3.15%。传统软件巨头表现疲弱，甲骨文跌3.07%。中概股方面：平台经济股偏弱，拼多多跌1.64%报78.08美元，理想汽车跌3.37%至11.76美元，小鹏汽车跌4.48%至10.23美元；阿里巴巴小幅上涨0.10%收于109.34美元。新能源板块回吐涨幅，晶科能源跌5.64%。02 其他市场9月16日十年美债收益率基本持平（0.00%），最新收益率为5.00%。9月16日美元兑离岸人民币上升0.0059%，报6.77；美元兑港币下降0.0040%，报7.84。9月16日美元指数上升0.0080%，报99.65。9月16日WTI原油主连期货下降0.40%，报100.35美元/桶；黄金主连期货下降0.08%, 报4 329.40美元/盎司。03 国际宏观Clarity法案未通过美国参议院投票。当地时间9月15日下午，美国参议院就《数字资产市场清晰法案》（简称CLARITY Act）举行终结辩论（cloture）程序性投票。该投票需要60票才能克服阻挠、正式开启全院辩论与修正案程序，但最终以49票赞成、50票反对未获通过（远低于60票门槛，甚至未获简单多数）。美国财政部支持向成年居民发放5 000美元补贴并承诺“不会增加赤字”。财政部长强调可通过其它途径对冲成本，众议院领导层已与白宫磋商，但具体立法路径和资金来源仍未明朗，市场对联邦赤字与长期国债供给的担忧升温。日本政府被曝研究将防务开支在十年内升至GDP的3.5%，官方虽否认消息但长端日债收益率创新高。市场担忧财政扩张与减税并举的可持续性，10年期日债收益率触及1996年以来高位，日元再度承压。美国财政部20年期国债拍卖得标收益率升至5.42%，再创历史高点。间接投标人占比下滑，投资者要求更高风险溢价，十年期美债收益率再度突破5%关口，债市波动对全球金融资产估值施压。04 公司新闻携程第二季净收入156.63亿人民币升6%，受反垄断罚款拖累转亏24.45亿；OpenAI瞄准加拿大部署数据中心，谋求全球扩张。公司高管在加拿大投资峰会上表示，当地充裕的能源与土地资源使其成为建设 AI 基础设施的优选区域，并对加拿大政府的 AI 产业战略表示认可。NVIDIA CEO强调AI安全可由市场自律，无需新增立法。在旧金山行业大会上，黄仁勋指出企业应通过自我节奏管控确保产品安全，其言论为全球AI监管讨论注入市场化视角。OpenAI、Anthropic与谷歌DeepMind组成联盟，共推AI安全标准。三大头部模型开发商已就漏洞披露和协同防护机制展开数周合作，强调无需依赖额外反垄断豁免。Meta计划2027年上半年在数据中心部署自研ARKE芯片。公司称自家芯片将比现有方案更省成本及能耗，并已启动下一代“Astrid”设计，为AI推理提升效率。Micron率先演示512GB DDR5内存模组，实现服务器单机12TB容量。新产品能耗较传统方案降低逾60%，获AMD与英特尔同步验证，预计2027年下半年量产。Rocket Lab宣布收购铱星通讯，规模将“一夜翻倍”。CFO称并购将把火箭发射与卫星通信服务整合，扩张至端到端太空运营，且更多收购交易在规划中。Altera已向SEC秘密递交IPO申请，谋求AI芯片资本化。在银湖资本与英特尔支持下，公司计划重返公开市场，瞄准可编程芯片与AI基础设施高景气赛道。Waystar证实正评估出售等多种战略选项。医疗软件企业获EQT等大股东支持，若再度私有化将重塑其资本结构，消息推动股价大幅拉升。LVMH年内股价累计下跌37%，市值跌出欧洲前十。奢侈品需求走弱导致业绩预期承压，市场担忧欧洲消费复苏动能，集团创始人资产排名大幅下滑。字节跳动营收上升、利润承压，AI投入推高成本。内部数据显示，上半年营收同比增长约30%，但加大AI投入令净利润下行，海外业务收入占比已突破30%。加密牌照受挫，Coinbase收跌10.10%至172.11美元。美国参议院否决数字资产监管法案，市场对监管真空延续及流动性收缩担忧加剧，相关概念股普遍下挫。 ---资料来源 ：公开市场数据免责声明 ：本内容仅供参考，不构成任何投资建议。","news_type":1,"symbols_score_info":{".SPX":1,".IXIC":1,".DJI":1}},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604478091838008,"gmtCreate":1788614644067,"gmtModify":1788614646003,"author":{"id":"3573086403381747","authorId":"3573086403381747","name":"Sparow","avatar":"https://static.tigerbbs.com/323843df3d58144b46c6a1277ca2361e","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573086403381747","authorIdStr":"3573086403381747"},"themes":[],"title":"","htmlText":"都从60涨到90了才押注？这是放风减仓吗","listText":"都从60涨到90了才押注？这是放风减仓吗","text":"都从60涨到90了才押注？这是放风减仓吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604478091838008","repostId":"2665240354","repostType":4,"repost":{"id":"2665240354","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1788559378,"share":"https://www.laohunote.com/m/news/2665240354?lang=zh_CN&edition=full","pubTime":"2026-09-05 06:02","market":"us","language":"zh","title":"伊朗战事再起，对冲基金加大对油价上涨的押注，多头头寸创5月以来最高","url":"https://stock-news.laohu8.com/highlight/detail?id=2665240354","media":"华尔街见闻","summary":"随着美国与伊朗新一轮冲突加剧，市场对霍尔木兹$海峡$能源运输可能遭到长期扰乱的担忧升温，对冲基金对布伦特原油的看涨程度升至5月以来最高水平。洲际交易所欧洲期货交易所公布的期权和期货周度数据显示，截至9月1日当周，基金经理持有的布伦特原油净多头头寸增加37,837手，至261,435手，创逾三个月来最高水平。汽油净多头押注则飙升至89,263手，创去年12月以来最高。","content":"<html><head></head><body><blockquote><p>据ICE欧洲期货交易所数据，截至9月1日当周，基金经理持有的布伦特原油净多头头寸增加37,837手，至261,435手，创逾三个月来最高水平。据美国商品期货交易委员会（CFTC）数据，原油净多头押注也升至6月以来最高。</p></blockquote><p style=\"text-align: justify;\">随着美国与伊朗新一轮冲突加剧，市场对霍尔木兹海峡能源运输可能遭到长期扰乱的担忧升温，对冲基金对布伦特原油的看涨程度升至5月以来最高水平。</p><p style=\"text-align: justify;\">洲际交易所（ICE）欧洲期货交易所公布的期权和期货周度数据显示，截至9月1日当周，<strong>基金经理持有的布伦特原油净多头头寸增加37,837手，至261,435手，创逾三个月来最高水平。</strong></p><p style=\"text-align: justify;\">与此同时，<strong>美国商品期货交易委员会（CFTC）数据显示，原油净多头押注也升至6月以来最高。</strong></p><p style=\"text-align: justify;\">本周以来，<strong>原油价格重新走强。美国持续展开轰炸行动，伊朗则对美军基地发动报复性袭击，使得恢复通过这一全球最重要能源运输咽喉的航运活动更加困难。</strong></p><p style=\"text-align: justify;\">截至发稿，布伦特原油期货周五上涨0.35%，一周上涨8.8%，报95.85美元/桶，高于7月24日的阶段性高点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93b2cb8adcbd879f6af3f6e57aaabe59\" tg-width=\"1790\" tg-height=\"1070\"/></p><p style=\"text-align: justify;\">冲突再度升级还促使伊朗开始袭击途经霍尔木兹海峡的船只，打破了此前相对平静的局面——在这一时期，海峡航运一度逐步恢复。</p><p style=\"text-align: justify;\">随着伊朗向约旦、科威特和巴林发射多轮导弹，以及以色列警告称若遭德黑兰攻击，将打击民用基础设施，地区再次陷入军事升级循环的风险正持续升高。</p><p style=\"text-align: justify;\"><strong>柴油等成品油价格涨势更加猛烈，中东和乌克兰同时爆发战争进一步挤压燃料供应。柴油净多头押注已升至3月以来最高水平；</strong>美国零售柴油价格周四更创下每加仑5.85美元的历史新高。</p><p style=\"text-align: justify;\"><strong>汽油净多头押注则飙升至89,263手，创去年12月以来最高。</strong>按季节性规律来看，交易员在这一年中同一时点从未如此看涨汽油，因为汽油价格目前正处于9月份历史最高水平附近。</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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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伊朗战事再起，对冲基金加大对油价上涨的押注，多头头寸创5月以来最高\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-09-05 06:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>据ICE欧洲期货交易所数据，截至9月1日当周，基金经理持有的布伦特原油净多头头寸增加37,837手，至261,435手，创逾三个月来最高水平。据美国商品期货交易委员会（CFTC）数据，原油净多头押注也升至6月以来最高。</p></blockquote><p style=\"text-align: justify;\">随着美国与伊朗新一轮冲突加剧，市场对霍尔木兹海峡能源运输可能遭到长期扰乱的担忧升温，对冲基金对布伦特原油的看涨程度升至5月以来最高水平。</p><p style=\"text-align: justify;\">洲际交易所（ICE）欧洲期货交易所公布的期权和期货周度数据显示，截至9月1日当周，<strong>基金经理持有的布伦特原油净多头头寸增加37,837手，至261,435手，创逾三个月来最高水平。</strong></p><p style=\"text-align: justify;\">与此同时，<strong>美国商品期货交易委员会（CFTC）数据显示，原油净多头押注也升至6月以来最高。</strong></p><p style=\"text-align: justify;\">本周以来，<strong>原油价格重新走强。美国持续展开轰炸行动，伊朗则对美军基地发动报复性袭击，使得恢复通过这一全球最重要能源运输咽喉的航运活动更加困难。</strong></p><p style=\"text-align: justify;\">截至发稿，布伦特原油期货周五上涨0.35%，一周上涨8.8%，报95.85美元/桶，高于7月24日的阶段性高点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93b2cb8adcbd879f6af3f6e57aaabe59\" tg-width=\"1790\" tg-height=\"1070\"/></p><p style=\"text-align: justify;\">冲突再度升级还促使伊朗开始袭击途经霍尔木兹海峡的船只，打破了此前相对平静的局面——在这一时期，海峡航运一度逐步恢复。</p><p style=\"text-align: justify;\">随着伊朗向约旦、科威特和巴林发射多轮导弹，以及以色列警告称若遭德黑兰攻击，将打击民用基础设施，地区再次陷入军事升级循环的风险正持续升高。</p><p style=\"text-align: justify;\"><strong>柴油等成品油价格涨势更加猛烈，中东和乌克兰同时爆发战争进一步挤压燃料供应。柴油净多头押注已升至3月以来最高水平；</strong>美国零售柴油价格周四更创下每加仑5.85美元的历史新高。</p><p style=\"text-align: justify;\"><strong>汽油净多头押注则飙升至89,263手，创去年12月以来最高。</strong>按季节性规律来看，交易员在这一年中同一时点从未如此看涨汽油，因为汽油价格目前正处于9月份历史最高水平附近。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cdc7ca9eb3fdcde7868d42c981e73b12","relate_stocks":{"OILK":"ProShares K-1 Free Crude Oil ETF","GUSH":"Direxion Daily S&P Oil & Gas Exp. & Prod. 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LP","BNO":"美国布伦特原油基金有限合伙企业","DIG":"二倍做多美国油气指数","DBO":"原油ETF-PowerShares"},"source_url":"https://wallstreetcn.com/articles/3781123","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2665240354","content_text":"据ICE欧洲期货交易所数据，截至9月1日当周，基金经理持有的布伦特原油净多头头寸增加37,837手，至261,435手，创逾三个月来最高水平。据美国商品期货交易委员会（CFTC）数据，原油净多头押注也升至6月以来最高。随着美国与伊朗新一轮冲突加剧，市场对霍尔木兹海峡能源运输可能遭到长期扰乱的担忧升温，对冲基金对布伦特原油的看涨程度升至5月以来最高水平。洲际交易所（ICE）欧洲期货交易所公布的期权和期货周度数据显示，截至9月1日当周，基金经理持有的布伦特原油净多头头寸增加37,837手，至261,435手，创逾三个月来最高水平。与此同时，美国商品期货交易委员会（CFTC）数据显示，原油净多头押注也升至6月以来最高。本周以来，原油价格重新走强。美国持续展开轰炸行动，伊朗则对美军基地发动报复性袭击，使得恢复通过这一全球最重要能源运输咽喉的航运活动更加困难。截至发稿，布伦特原油期货周五上涨0.35%，一周上涨8.8%，报95.85美元/桶，高于7月24日的阶段性高点。冲突再度升级还促使伊朗开始袭击途经霍尔木兹海峡的船只，打破了此前相对平静的局面——在这一时期，海峡航运一度逐步恢复。随着伊朗向约旦、科威特和巴林发射多轮导弹，以及以色列警告称若遭德黑兰攻击，将打击民用基础设施，地区再次陷入军事升级循环的风险正持续升高。柴油等成品油价格涨势更加猛烈，中东和乌克兰同时爆发战争进一步挤压燃料供应。柴油净多头押注已升至3月以来最高水平；美国零售柴油价格周四更创下每加仑5.85美元的历史新高。汽油净多头押注则飙升至89,263手，创去年12月以来最高。按季节性规律来看，交易员在这一年中同一时点从未如此看涨汽油，因为汽油价格目前正处于9月份历史最高水平附近。","news_type":1,"symbols_score_info":{"CLmain":2,"DRLL":1.5,"TPOR":1.5,"DBE":1.5,"DBO":1.5,"SDOG":1.5,"VOOV":1.5,"USOI":1.5,"OILT":1.5,"PXJ":1.5,"WEEI":1.5,"PXE":1.5,"IXC":1.5,"GUSH":1.5,"AAUM":1.5,"DRIP":1.5,"IEO":1.5,"FTXN":1.5,"UAE":1.5,"BNO":1.5,"PEJ":1.5,"XLEX":1.5,"DIG":1.5,"DBC":1.5,"USL":1.5,"VDE":1.5,"USE":1.5,"BZmain":2,"ERX":1.5,"OIH":1.5,"DUG":1.5,"OILK":1.5,"WTIU":1.5,"XES":1.5,"BWET":1.5,"UGA":1.5,"OILU":1.5,"SPXT":1.5}},"isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604507521782376,"gmtCreate":1788614488907,"gmtModify":1788614490741,"author":{"id":"3573086403381747","authorId":"3573086403381747","name":"Sparow","avatar":"https://static.tigerbbs.com/323843df3d58144b46c6a1277ca2361e","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573086403381747","authorIdStr":"3573086403381747"},"themes":[],"title":"","htmlText":"老虎的资讯越来越敷衍了@老虎证券","listText":"老虎的资讯越来越敷衍了@老虎证券","text":"老虎的资讯越来越敷衍了@老虎证券","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604507521782376","repostId":"2665368324","repostType":4,"repost":{"id":"2665368324","kind":"news","pubTimestamp":1788591339,"share":"https://www.laohunote.com/m/news/2665368324?lang=zh_CN&edition=full","pubTime":"2026-09-05 14:55","market":"sh","language":"zh","title":"估值2万亿！Anthropic 或成史上最大IPO，10月启动路演，11月中期选举前挂牌","url":"https://stock-news.laohu8.com/highlight/detail?id=2665368324","media":"智通财经","summary":"9月5日，据知情人士表示，Anthropic 预计最早将于 10 月中旬开始进行 IPO 的推介，并在 11 月美国中期选举前几天完成上市。公司在评估市场状况、监管审查和其他筹备工作时，经常会调整其 IPO 时间表，因此此类变化并不罕见。媒体此前曾报道，Anthropic 正谈判将该信贷额度扩大至 150 亿美元。据知情人士透漏，摩根士丹利、高盛、摩根大通和花旗等银行正在与 Anthropic 合作推进本次 IPO。","content":"<html><head></head><body><p>9月5日，据知情人士表示，Anthropic 预计最早将于 10 月中旬开始进行 IPO 的推介，并在 11 月美国中期选举前几天完成上市。</p><p>其中两位知情人士表示，这家人工智能公司原本预计最早将于下周公开其 IPO 招股书，这是开启本次发行最后阶段的关键一步。知情人士补充道，现在招股书预计要到 9 月下旬才会公开，同时提醒称包括具体时间在内的各项计划仍有可能发生变化。</p><p>这一调整推迟了部分投资者认为可能达到 2 万亿美元的上市计划。这将是史上规模最大的 IPO 之一，也是对公开市场对快速增长的人工智能行业胃口的一次重大检验。</p><p>公司在评估市场状况、监管审查和其他筹备工作时，经常会调整其 IPO 时间表，因此此类变化并不罕见。</p><p>其中一位知情人士表示，作为 IPO 流程的一部分，Anthropic 正寻求敲定一项 150 亿美元的循环信贷额度，在此之后，包括参与该融资的银行分析师在内的分析师预计将与该公司会面。媒体此前曾报道，Anthropic 正谈判将该信贷额度扩大至 150 亿美元。</p><p>该知情人士表示，公司通常会在分析师会议和公开 IPO 招股书之间留出几周时间，但预计 Anthropic 的这一窗口期会更紧凑，因为分析师们对该公司已经非常了解。</p><p>由于投资者希望通过公开市场布局快速增长的人工智能行业，本次发行预计将成为最受期待的 IPO 之一。它可能与其他 AI 公司的潜在上市同步推进，其中包括 OpenAI。埃隆·马斯克旗下的 <a href=\"https://laohu8.com/S/SPCX\">SpaceX</a> 已于 6 月上市，估值达到了创纪录的 1.77 万亿美元。</p><p>据知情人士透漏，摩根士丹利、高盛、摩根大通和花旗等银行正在与 Anthropic 合作推进本次 IPO。</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>估值2万亿！Anthropic 或成史上最大IPO，10月启动路演，11月中期选举前挂牌</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1492434.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/f3ea440b04f702f50d117cc3380ae871","relate_stocks":{"IPOS":"Renaissance International IPO ETF","REDS":"RPM Republican Senate ETF","KCE":"SPDR KBW Capital Markets ETF","BK4127":"投资银行业与经纪业","FRHC":"Euronext CAC Health Care"},"source_url":"http://www.zhitongcaijing.com/content/detail/1492434.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2665368324","content_text":"9月5日，据知情人士表示，Anthropic 预计最早将于 10 月中旬开始进行 IPO 的推介，并在 11 月美国中期选举前几天完成上市。其中两位知情人士表示，这家人工智能公司原本预计最早将于下周公开其 IPO 招股书，这是开启本次发行最后阶段的关键一步。知情人士补充道，现在招股书预计要到 9 月下旬才会公开，同时提醒称包括具体时间在内的各项计划仍有可能发生变化。这一调整推迟了部分投资者认为可能达到 2 万亿美元的上市计划。这将是史上规模最大的 IPO 之一，也是对公开市场对快速增长的人工智能行业胃口的一次重大检验。公司在评估市场状况、监管审查和其他筹备工作时，经常会调整其 IPO 时间表，因此此类变化并不罕见。其中一位知情人士表示，作为 IPO 流程的一部分，Anthropic 正寻求敲定一项 150 亿美元的循环信贷额度，在此之后，包括参与该融资的银行分析师在内的分析师预计将与该公司会面。媒体此前曾报道，Anthropic 正谈判将该信贷额度扩大至 150 亿美元。该知情人士表示，公司通常会在分析师会议和公开 IPO 招股书之间留出几周时间，但预计 Anthropic 的这一窗口期会更紧凑，因为分析师们对该公司已经非常了解。由于投资者希望通过公开市场布局快速增长的人工智能行业，本次发行预计将成为最受期待的 IPO 之一。它可能与其他 AI 公司的潜在上市同步推进，其中包括 OpenAI。埃隆·马斯克旗下的 SpaceX 已于 6 月上市，估值达到了创纪录的 1.77 万亿美元。据知情人士透漏，摩根士丹利、高盛、摩根大通和花旗等银行正在与 Anthropic 合作推进本次 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