目光之后的个人主页 - 老虎社区

目光之后

目光之后

持仓正股+卖出虚值期权薅羊毛

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0勋章

2024-04-13

$Coinbase Global, Inc.(COIN)$ 本周五期权链出现 coinbase 250和270两个价位的大单买入看涨期权，4月19日到期，成交量分别都是1万手以上，代表下周coin强烈看涨到270以上！下周一我要大手笔买入了，跟不跟看各位！

03-26

$微软(MSFT)$ 扶我起来，我还要含泪加仓[流泪]

04-02

$Adobe(ADBE)$ 想抄底但是又不知道你要跌到什么时候？[惊讶]

2024-11-01

诈骗只有0次和很多次。

瑞幸咖啡三季度营收101.8亿元，经调净利润14亿元

03-10

$微软(MSFT)$ 你个巨软！我持仓的亚马逊都快解套了，你怎么还不好好反弹。等我亚马逊解套后，腾出资金专门来收拾你[生气]

01-13

$Meta Platforms, Inc.(META)$ 快点倒闭，拿了你好几个月，倒八辈子霉了。

2024-04-06

$Coinbase Global, Inc.(COIN)$ 本周期权链出现coinbase sell call 257.5 1万多手的卖出看涨期权大单，下周五4.12到期。预计coin股价下周周五结束时不会超过257.5，建议持有正股的朋友可以卖出等量 257.5的备对看涨期权。

2022-11-09

$特斯拉(TSLA)$马斯克这个大空头，又卖股票！我就说这几天特斯拉怎么回事一直跌！

2025-11-04

$Meta Platforms, Inc.(META)$ 七姐妹我买啥啥暴跌，这是要针对我吗？

2024-06-06

$Coinbase Global, Inc.(COIN)$ 之前卖的250的covered call 6月14号到期，没想到这么快就到了。你都不带调整的吗[笑哭] ？

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想抄底但是又不知道你要跌到什么时候？[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549346687824824","isVote":1,"tweetType":1,"viewCount":851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":547864888440392,"gmtCreate":1774779566321,"gmtModify":1774779568998,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"title":"","htmlText":"都愣着干嘛，抄底啊","listText":"都愣着干嘛，抄底啊","text":"都愣着干嘛，抄底啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547864888440392","repostId":"2622827852","repostType":4,"repost":{"id":"2622827852","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":1774620856,"share":"https://www.laohu8.com/m/news/2622827852?lang=zh_CN&edition=full","pubTime":"2026-03-27 22:14","market":"nz","language":"zh","title":"关键趋势线相继告破，美股“七姐妹”的技术性崩坏正在提速","url":"https://stock-news.laohu8.com/highlight/detail?id=2622827852","media":"华尔街见闻","summary":"曾经支撑整个市场重心的MAG 7技术面正集体崩坏，结构性领涨力量在系统性松动。当多个核心权重股在趋势线、均线等关键支撑位同步告破时，原本分散的卖压会迅速形成合力，继而引发仓位被动调整的连锁反应。","content":"<html><head></head><body><p>美股&#34;科技七姐妹&#34;（Magnificent 7，下称MAG 7）的技术面正在集体恶化，且速度越来越快。从<a href=\"https://laohu8.com/S/42T.SI\">趋势线</a>告破到动量熄火，多只核心权重股同步跌破关键支撑，技术性损伤正在相互叠加、自我强化。</p><p>MAG 7整体自高点已下跌约15%，跌幅已接近2024年夏季那轮回调的规模。市场领头羊的集体失守，令做多仓位面临进一步被动减仓的压力——而当前市场持仓尚未充分消化这一结构性转变，正是后续行情可能进一步加速下行的关键隐患。</p><p>目前，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>是七只成分股中相对坚挺的&#34;最后一个&#34;，而其余六只的<a href=\"https://laohu8.com/S/TKKD.SI\">K</a>线走势已不同程度呈现技术性崩坏迹象。过去作为市场重心的MAG 7，如今正在同步瓦解——趋势线先行弯折，关键价位随后失守，去杠杆的压力开始显现。</p><h2 id=\"id_1025019474\">META：趋势线已破，超卖信号未见有效支撑</h2><p>META本周早些时候跌破了一条主要上升趋势线，并在随后的交易日进一步加速下行。目前，该股收盘价位于200日均线下方的幅度，已是近期罕见。</p><p>从动量指标看，RSI（相对强弱指数）已跌至2024年12月大跌以来的最超卖水平。然而，技术面上首个有实质意义的支撑位要到500美元附近才会出现，意味着当前点位与有效支撑之间仍存在较大空间。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3c0f073a7317caded30d0706c73a568d\" tg-width=\"1000\" tg-height=\"576\"/></p><h2 id=\"id_3832771654\"><a href=\"https://laohu8.com/S/MSFT\">微软</a>：动量死亡交叉仍在，周线RSI触及2006年以来最低</h2><p>微软（MSFT）不久前已跌破自2023年以来维持的长期上升趋势线，此后抛压持续扩大。20日均线远在480美元上方，对当前股价而言已构成沉重的上方压力。</p><p>更值得关注的是，此前在1月中旬已被技术分析师标注的&#34;死亡交叉&#34;（50日均线下穿200日均线）依然牢固存在。下方首个真实支撑位约在350美元，而400美元附近则是第一道阻力，50日均线也恰好落在这一区域。周线RSI目前处于2006年以来的最低水平，长周期动量的疲弱程度已相当罕见。</p><p></p><h2 id=\"id_2196858806\"><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>：区间震荡，方向未明</h2><p>英伟达（NVDA）的走势呈现出一种异乎寻常的平静。自去年7月以来，该股基本被困于约25美元的窄幅区间内，近期刚刚收盘跌破200日均线，但目前来看，技术突破尚未触发明确的方向性信号。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0f6d9767420deca3887d17b998bbb068\" tg-width=\"1006\" tg-height=\"580\"/></p><p>亚马逊（AMZN）的处境与之相似——股价自去年11月以来几乎原地踏步，持续在200日均线下方挣扎，但仍守在更长周期的趋势线之上，整体陷入两难的胶着状态。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9b91a10b20ea189ee2f6faf557f1a483\" tg-width=\"1004\" tg-height=\"590\"/></p><h2 id=\"id_1413655719\"><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>与<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>：关键支撑岌岌可危</h2><p><a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>母公司Alphabet（GOOG）历来是MAG 7中走势最为稳健的成员，但此轮调整已蔓延至这只&#34;压舱石&#34;。GOOG目前正逼近长期趋势线与200日均线的交汇区域，而该支撑带较当前股价仍低约15至20美元，能否守住尚存变数。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6b97b7b64658e72c59df3dbcdc2ce287\" tg-width=\"1004\" tg-height=\"590\"/></p><p>特斯拉（TSLA）则在一条关键趋势线附近徘徊，股价略低于200日均线。放大时间维度来看，特斯拉本质上多年来一直是一只无趋势的股票，长期在宽幅区间内震荡，目前点位已基本回到2021年底时的水平。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c0fe60ca994e39413d2af9ed72d94ac0\" tg-width=\"1002\" tg-height=\"582\"/></p><h2 id=\"id_1914222909\">苹果：逆势坚守，支撑交汇成为关键观察点</h2><p>在七只成分股中，苹果是目前唯一走势相对抗跌的标的，市场将其归类为&#34;反AI&#34;逻辑的受益方向。自&#34;解放日&#34;（Liberation Day）低点延伸而来的上升趋势线，与200日均线在当前位置形成交汇，共同构成一个值得密切关注的关键支撑区域。</p><p>一旦苹果也出现明显破位，MAG 7将真正进入全线失守的阶段。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f2537b4e3a03b40c71f4ab1a980850d4\" tg-width=\"1006\" tg-height=\"588\"/></p><h2 id=\"id_191476189\">技术损伤叠加，领涨格局面临系统性瓦解</h2><p>技术面的恶化之所以值得高度警惕，在于它正在由个股问题演变为集体现象。ZeroHedge指出，当多个核心权重股在趋势线、均线等关键支撑位同步告破时，原本分散的卖压会迅速形成合力，继而引发仓位被动调整的连锁反应。</p><p>曾经支撑整个市场重心的MAG 7，如今正以相近的节奏走向技术性失控——趋势先行弯折，价位随后失守，而去杠杆一旦启动，往往会自我加速。对投资者而言，这一轮不是某一只股票的孤立问题，而是结构性领涨力量的系统性松动。</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关键趋势线相继告破，美股“七姐妹”的技术性崩坏正在提速\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\">2026-03-27 22:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美股&#34;科技七姐妹&#34;（Magnificent 7，下称MAG 7）的技术面正在集体恶化，且速度越来越快。从<a href=\"https://laohu8.com/S/42T.SI\">趋势线</a>告破到动量熄火，多只核心权重股同步跌破关键支撑，技术性损伤正在相互叠加、自我强化。</p><p>MAG 7整体自高点已下跌约15%，跌幅已接近2024年夏季那轮回调的规模。市场领头羊的集体失守，令做多仓位面临进一步被动减仓的压力——而当前市场持仓尚未充分消化这一结构性转变，正是后续行情可能进一步加速下行的关键隐患。</p><p>目前，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>是七只成分股中相对坚挺的&#34;最后一个&#34;，而其余六只的<a href=\"https://laohu8.com/S/TKKD.SI\">K</a>线走势已不同程度呈现技术性崩坏迹象。过去作为市场重心的MAG 7，如今正在同步瓦解——趋势线先行弯折，关键价位随后失守，去杠杆的压力开始显现。</p><h2 id=\"id_1025019474\">META：趋势线已破，超卖信号未见有效支撑</h2><p>META本周早些时候跌破了一条主要上升趋势线，并在随后的交易日进一步加速下行。目前，该股收盘价位于200日均线下方的幅度，已是近期罕见。</p><p>从动量指标看，RSI（相对强弱指数）已跌至2024年12月大跌以来的最超卖水平。然而，技术面上首个有实质意义的支撑位要到500美元附近才会出现，意味着当前点位与有效支撑之间仍存在较大空间。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3c0f073a7317caded30d0706c73a568d\" tg-width=\"1000\" tg-height=\"576\"/></p><h2 id=\"id_3832771654\"><a href=\"https://laohu8.com/S/MSFT\">微软</a>：动量死亡交叉仍在，周线RSI触及2006年以来最低</h2><p>微软（MSFT）不久前已跌破自2023年以来维持的长期上升趋势线，此后抛压持续扩大。20日均线远在480美元上方，对当前股价而言已构成沉重的上方压力。</p><p>更值得关注的是，此前在1月中旬已被技术分析师标注的&#34;死亡交叉&#34;（50日均线下穿200日均线）依然牢固存在。下方首个真实支撑位约在350美元，而400美元附近则是第一道阻力，50日均线也恰好落在这一区域。周线RSI目前处于2006年以来的最低水平，长周期动量的疲弱程度已相当罕见。</p><p></p><h2 id=\"id_2196858806\"><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>：区间震荡，方向未明</h2><p>英伟达（NVDA）的走势呈现出一种异乎寻常的平静。自去年7月以来，该股基本被困于约25美元的窄幅区间内，近期刚刚收盘跌破200日均线，但目前来看，技术突破尚未触发明确的方向性信号。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0f6d9767420deca3887d17b998bbb068\" tg-width=\"1006\" tg-height=\"580\"/></p><p>亚马逊（AMZN）的处境与之相似——股价自去年11月以来几乎原地踏步，持续在200日均线下方挣扎，但仍守在更长周期的趋势线之上，整体陷入两难的胶着状态。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9b91a10b20ea189ee2f6faf557f1a483\" tg-width=\"1004\" tg-height=\"590\"/></p><h2 id=\"id_1413655719\"><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>与<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>：关键支撑岌岌可危</h2><p><a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>母公司Alphabet（GOOG）历来是MAG 7中走势最为稳健的成员，但此轮调整已蔓延至这只&#34;压舱石&#34;。GOOG目前正逼近长期趋势线与200日均线的交汇区域，而该支撑带较当前股价仍低约15至20美元，能否守住尚存变数。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6b97b7b64658e72c59df3dbcdc2ce287\" tg-width=\"1004\" tg-height=\"590\"/></p><p>特斯拉（TSLA）则在一条关键趋势线附近徘徊，股价略低于200日均线。放大时间维度来看，特斯拉本质上多年来一直是一只无趋势的股票，长期在宽幅区间内震荡，目前点位已基本回到2021年底时的水平。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c0fe60ca994e39413d2af9ed72d94ac0\" tg-width=\"1002\" tg-height=\"582\"/></p><h2 id=\"id_1914222909\">苹果：逆势坚守，支撑交汇成为关键观察点</h2><p>在七只成分股中，苹果是目前唯一走势相对抗跌的标的，市场将其归类为&#34;反AI&#34;逻辑的受益方向。自&#34;解放日&#34;（Liberation Day）低点延伸而来的上升趋势线，与200日均线在当前位置形成交汇，共同构成一个值得密切关注的关键支撑区域。</p><p>一旦苹果也出现明显破位，MAG 7将真正进入全线失守的阶段。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f2537b4e3a03b40c71f4ab1a980850d4\" tg-width=\"1006\" tg-height=\"588\"/></p><h2 id=\"id_191476189\">技术损伤叠加，领涨格局面临系统性瓦解</h2><p>技术面的恶化之所以值得高度警惕，在于它正在由个股问题演变为集体现象。ZeroHedge指出，当多个核心权重股在趋势线、均线等关键支撑位同步告破时，原本分散的卖压会迅速形成合力，继而引发仓位被动调整的连锁反应。</p><p>曾经支撑整个市场重心的MAG 7，如今正以相近的节奏走向技术性失控——趋势先行弯折，价位随后失守，而去杠杆一旦启动，往往会自我加速。对投资者而言，这一轮不是某一只股票的孤立问题，而是结构性领涨力量的系统性松动。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6d8166109f916110c52872d624ea6bda","relate_stocks":{"LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED 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带血的筹码！我闻着味来了！抄底，抄底！[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527121001334456","isVote":1,"tweetType":1,"viewCount":1518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526265204432928,"gmtCreate":1769510503480,"gmtModify":1769510505930,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"title":"","htmlText":"🤣笑死","listText":"🤣笑死","text":"🤣笑死","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526265204432928","isVote":1,"tweetType":1,"viewCount":1658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524261931667952,"gmtCreate":1768969309579,"gmtModify":1768969313539,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"title":"","htmlText":"高盛被套了","listText":"高盛被套了","text":"高盛被套了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524261931667952","repostId":"2605225781","repostType":2,"repost":{"id":"2605225781","kind":"news","pubTimestamp":1768966427,"share":"https://www.laohu8.com/m/news/2605225781?lang=zh_CN&edition=full","pubTime":"2026-01-21 11:33","market":"us","language":"zh","title":"《大行》高盛料苹果首财季iPhone表现胜预期 评级“买入”","url":"https://stock-news.laohu8.com/highlight/detail?id=2605225781","media":"AASTOCKS","summary":"高盛研究报告指出，展望去年12月底止2026财年首季，预计苹果旗下的iPhone表现超预期，服务业务持续增长，预测每股盈利为2.66美元，与市场预期一致；iPhone收入将年增13%，出货量年增5%，价格/产品组合带来8%增长。该行又预计，苹果服务收入按年增长14%，应得益于其他类别的增长动能支持，及今年在苹果App Store的新广告格式将带来进一步利好；目标价320美元；评级“买入”。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/GS\">高盛</a>研究报告指出，展望去年12月底止2026财年首季，预计<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)旗下的iPhone表现超预期，服务业务持续增长，预测每股盈利为2.66美元，与市场预期一致；iPhone收入将年增13%，出货量年增5%(包括中国iPhone出货量年增26%)，价格/产品组合带来8%增长。</p><p>高盛又指，未来两年iPhone需求可能受惠于iPhone折机(今年秋季推出，2026及27财年出货量预计分别为450万、2,540万台)、iPhone发布周期将调整为一年两季(iPhone 18基础版和iPhone Air 2发布时间将从2026年秋季顺延至2027年春季)，同时推出搭载iOS和Siri 2.0的全新软体升级。</p><p>该行又预计，苹果服务收入按年增长14%，应得益于其他类别(如TAC、iCloud+、AppleCare+)的增长动能支持，及今年在苹果App Store的新广告格式将带来进一步利好；目标价320美元；评级“买入”。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2026-01-21 11:33 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121114731a69a7f48&s=b><strong>AASTOCKS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛研究报告指出，展望去年12月底止2026财年首季，预计苹果(AAPL.US)旗下的iPhone表现超预期，服务业务持续增长，预测每股盈利为2.66美元，与市场预期一致；iPhone收入将年增13%，出货量年增5%(包括中国iPhone出货量年增26%)，价格/产品组合带来8%增长。高盛又指，未来两年iPhone需求可能受惠于iPhone折机(今年秋季推出，2026及27财年出货量预计分别为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121114731a69a7f48&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0149725797.USD":"汇丰美国股市经济规模基金","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) 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08:57","market":"nz","language":"zh","title":"周末私函“逐条”反驳“大空头”，周二发帖“自证”领先谷歌，英伟达有点慌了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2586288528","media":"华尔街见闻","summary":"英伟达的防御动作未达预期，一些分析师认为这些回应反而暴露了其“进退失据”。作为行业巅峰的巨头，本不需要在非财报期间回应每一个被提出的问题，真正自信的领导者用产品和业绩说话。英伟达此番举动，或许反而点燃了外界本已存在的担忧。","content":"<html><head></head><body><blockquote><p>英伟达的防御动作未达预期，一些分析师认为这些回应反而暴露了其“进退失据”。作为行业巅峰的巨头，本不需要在非财报期间回应每一个被提出的问题，真正自信的领导者用产品和业绩说话。英伟达此番举动，或许反而点燃了外界本已存在的担忧。</p></blockquote><p style=\"text-align: justify;\">英伟达正以一系列罕见的公开和私下举动，回应来自市场竞争和空头言论的双重压力，但这些防御措施不但非没有平息投资者的疑虑，反而暴露了巨头的不自信。</p><p style=\"text-align: justify;\">美东时间周二，在股价盘中一度重挫逾7%后，英伟达罕见地通过社交媒体平台X发帖，<strong>公开宣称其GPU技术“领先行业一代”，直接回击市场对其主导地位可能受到谷歌挑战的担忧。</strong></p><p style=\"text-align: justify;\">英伟达股价当日最终收跌约2.6%，创下两个多月来的收盘新低，而其竞争对手谷歌母公司Alphabet股价则逆市收高1.6%，连续第三个交易日创历史新高，市值逼近4万亿美元大关。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f88bdbc4c5a37c2469467deb0478d9f7\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aee2619d7ca7174066070c59aef5266f\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">在此之前，英伟达在刚刚过去的周末向华尔街分析师秘密分发了一份长达七页的备忘录。据《华尔街日报》等媒体报道，该文件旨在“逐条”反驳包括电影《大空头》原型人物Michael Burry在内的批评者所提出的会计欺诈、循环融资和AI泡沫等指控。</p><p style=\"text-align: justify;\">然而，一系列紧急沟通似乎并未达到预期效果。<strong>有分析师指出，这些举动反而让英伟达显得“进退失据”。一家处于行业之巅的巨头，本无需对每一次市场杂音都做出回应，其不同寻常的反应，恰恰被解读为内心不安的信号。</strong></p><p style=\"text-align: justify;\">这种“进退失据”的观感背后，是英伟达正面临的巨大压力。华尔街见闻此前提及，CEO黄仁勋在上周的内部会议上坦言公司正陷入一种“无赢局面”：业绩出色会被指控助推AI泡沫，而业绩不佳则被视为泡沫破裂的证据。</p><h2 id=\"id_1681465095\">周二公开喊话：“我们领先谷歌一代”</h2><p style=\"text-align: justify;\">华尔街见闻此前提及，英伟达周二在社交平台X上的发声，这被普遍视为对一则重磅新闻的直接回应。此前有媒体报道称，英伟达的关键客户Meta正考虑在其数据中心大规模采用谷歌自研的AI芯片——张量处理单元（TPU）。</p><p style=\"text-align: justify;\">“我们为谷歌取得的成功感到高兴，”英伟达在帖子中写道，“英伟达目前领先行业一代——我们是唯一一个可以运行所有AI模型、并在各种计算场景中通用的平台。”公司强调，其GPU相比谷歌TPU这类专用集成电路（ASIC）芯片，能提供“更高的性能、多功能性和互换性”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7536d28bf3b386b6b3d8ffc710bdf32\" tg-width=\"591\" tg-height=\"417\"/></p><p style=\"text-align: justify;\">谷歌TPU直接挑战了英伟达在AI芯片市场超过90%的份额。<strong>市场担心，如果Meta这样的超大规模客户开始转向谷歌，将意味着英伟达坚不可摧的护城河出现了缺口。</strong></p><p style=\"text-align: justify;\">谷歌发言人则在声明中表示，其定制的TPU和英伟达GPU的需求都在加速增长，并将继续支持两者。这一表态凸显了大型科技公司在AI基础设施上寻求多元化供应的策略，这也正是英伟达投资者最担心的趋势之一。</p><h2 id=\"id_1260101280\">周末私密备忘录：逐条反驳“大空头”</h2><p style=\"text-align: justify;\">在公开应对竞争威胁之前，英伟达已私下采取行动，试图化解另一场风暴。知名投资者Michael Burry近期发表系列文章，将当前的AI热潮比作上世纪90年代末的互联网泡沫，并将英伟达比作当年泡沫破裂后股价暴跌的思科（Cisco）。</p><p style=\"text-align: justify;\">Burry的核心论点包括，科技巨头通过延长AI芯片的折旧年限来虚增利润、行业存在灾难性的“供给侧暴食”以及对英伟达涉嫌“循环融资”的质疑。</p><p style=\"text-align: justify;\">据CNBC和《华尔街日报》等媒体报道，英伟达在分发给分析师的备忘录中，对这些指控进行了详细反驳。该备忘录明确提及了Michael Burry，并就核心争议点做出澄清：</p><blockquote><p style=\"text-align: justify;\"><strong>会计处理</strong>： 英伟达在文件中强调，“英伟达不类似于历史上的会计欺诈案，因为我们的基础业务在经济上是稳健的，我们的报告是完整和透明的。”公司表示，不使用特殊目的实体（SPV）进行融资。</p><p style=\"text-align: justify;\"><strong>设备折旧</strong>： 针对Burry声称AI芯片实际寿命仅2-3年的指责，英伟达回应称，其客户通常将GPU的折旧年限设定为4至6年，这符合设备的实际使用寿命和模式。公司指出，即便是2020年发布的A100等较旧型号GPU，目前仍在以高利用率运行。</p><p style=\"text-align: justify;\"><strong>循环融资</strong>： 对于外界流传的巨额“循环融资”指控，英伟达澄清，其在第三季度的战略投资仅为37亿美元，仅占营收的一小部分，且其投资的初创公司主要从第三方筹集资金，所谓循环融资的说法毫无根据。</p></blockquote><h2 id=\"id_1001612328\">市场反应：巨头的举动被指“进退失据”</h2><p style=\"text-align: justify;\">尽管英伟达试图通过详尽的解释来消除疑虑，但其沟通方式却引发了新的问题。D.A. Davidson的分析师Gil Luria在评价这份备忘录时指出，此举可能适得其反。</p><p style=\"text-align: justify;\"><strong>“这份备忘录本身让英伟达显得很被动，而不公开分享它则让情况看起来更糟，”</strong>Luria表示，“我们同意他们提供的许多答案，但如此规模的公司不需要在非财报期间回应每一个被提出的问题。”</p><p style=\"text-align: justify;\">这一观点得到了市场的印证。分析师认为，<strong>一家自信的领导者通常会用业绩和产品说话，而不是急于辩解。英伟达“进退失据”的举动，恰恰“触及了本已存在的恐惧”，即对AI领域投入失控、竞争加剧和所谓“循环融资”的担忧。</strong></p><p style=\"text-align: justify;\">Synovus Trust的高级投资组合经理Dan Morgan评论道：“谷歌确实拥有相当大的实力，他们不是站在场边的小角色。”谷歌最强大的AI模型Gemini 3完全在其自家的TPU上训练完成，以及Anthropic等顶级AI公司大规模采用TPU，都增强了其作为英伟达产品可行替代方案的可信度。</p><p style=\"text-align: justify;\">尽管英伟达CEO黄仁勋在财报会上坚称未看到“AI泡沫”，但公司一系列反常的沟通策略，叠加市场对竞争格局变化的敏感反应，<strong>似乎共同指向一个结论：AI之王的宝座，或许并不像过去想象的那样安稳。</strong></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>周末私函“逐条”反驳“大空头”，周二发帖“自证”领先谷歌，英伟达有点慌了？</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; 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}\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周末私函“逐条”反驳“大空头”，周二发帖“自证”领先谷歌，英伟达有点慌了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2025-11-26 08:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>英伟达的防御动作未达预期，一些分析师认为这些回应反而暴露了其“进退失据”。作为行业巅峰的巨头，本不需要在非财报期间回应每一个被提出的问题，真正自信的领导者用产品和业绩说话。英伟达此番举动，或许反而点燃了外界本已存在的担忧。</p></blockquote><p style=\"text-align: justify;\">英伟达正以一系列罕见的公开和私下举动，回应来自市场竞争和空头言论的双重压力，但这些防御措施不但非没有平息投资者的疑虑，反而暴露了巨头的不自信。</p><p style=\"text-align: justify;\">美东时间周二，在股价盘中一度重挫逾7%后，英伟达罕见地通过社交媒体平台X发帖，<strong>公开宣称其GPU技术“领先行业一代”，直接回击市场对其主导地位可能受到谷歌挑战的担忧。</strong></p><p style=\"text-align: justify;\">英伟达股价当日最终收跌约2.6%，创下两个多月来的收盘新低，而其竞争对手谷歌母公司Alphabet股价则逆市收高1.6%，连续第三个交易日创历史新高，市值逼近4万亿美元大关。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f88bdbc4c5a37c2469467deb0478d9f7\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aee2619d7ca7174066070c59aef5266f\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">在此之前，英伟达在刚刚过去的周末向华尔街分析师秘密分发了一份长达七页的备忘录。据《华尔街日报》等媒体报道，该文件旨在“逐条”反驳包括电影《大空头》原型人物Michael Burry在内的批评者所提出的会计欺诈、循环融资和AI泡沫等指控。</p><p style=\"text-align: justify;\">然而，一系列紧急沟通似乎并未达到预期效果。<strong>有分析师指出，这些举动反而让英伟达显得“进退失据”。一家处于行业之巅的巨头，本无需对每一次市场杂音都做出回应，其不同寻常的反应，恰恰被解读为内心不安的信号。</strong></p><p style=\"text-align: justify;\">这种“进退失据”的观感背后，是英伟达正面临的巨大压力。华尔街见闻此前提及，CEO黄仁勋在上周的内部会议上坦言公司正陷入一种“无赢局面”：业绩出色会被指控助推AI泡沫，而业绩不佳则被视为泡沫破裂的证据。</p><h2 id=\"id_1681465095\">周二公开喊话：“我们领先谷歌一代”</h2><p style=\"text-align: justify;\">华尔街见闻此前提及，英伟达周二在社交平台X上的发声，这被普遍视为对一则重磅新闻的直接回应。此前有媒体报道称，英伟达的关键客户Meta正考虑在其数据中心大规模采用谷歌自研的AI芯片——张量处理单元（TPU）。</p><p style=\"text-align: justify;\">“我们为谷歌取得的成功感到高兴，”英伟达在帖子中写道，“英伟达目前领先行业一代——我们是唯一一个可以运行所有AI模型、并在各种计算场景中通用的平台。”公司强调，其GPU相比谷歌TPU这类专用集成电路（ASIC）芯片，能提供“更高的性能、多功能性和互换性”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7536d28bf3b386b6b3d8ffc710bdf32\" tg-width=\"591\" tg-height=\"417\"/></p><p style=\"text-align: justify;\">谷歌TPU直接挑战了英伟达在AI芯片市场超过90%的份额。<strong>市场担心，如果Meta这样的超大规模客户开始转向谷歌，将意味着英伟达坚不可摧的护城河出现了缺口。</strong></p><p style=\"text-align: justify;\">谷歌发言人则在声明中表示，其定制的TPU和英伟达GPU的需求都在加速增长，并将继续支持两者。这一表态凸显了大型科技公司在AI基础设施上寻求多元化供应的策略，这也正是英伟达投资者最担心的趋势之一。</p><h2 id=\"id_1260101280\">周末私密备忘录：逐条反驳“大空头”</h2><p style=\"text-align: justify;\">在公开应对竞争威胁之前，英伟达已私下采取行动，试图化解另一场风暴。知名投资者Michael Burry近期发表系列文章，将当前的AI热潮比作上世纪90年代末的互联网泡沫，并将英伟达比作当年泡沫破裂后股价暴跌的思科（Cisco）。</p><p style=\"text-align: justify;\">Burry的核心论点包括，科技巨头通过延长AI芯片的折旧年限来虚增利润、行业存在灾难性的“供给侧暴食”以及对英伟达涉嫌“循环融资”的质疑。</p><p style=\"text-align: justify;\">据CNBC和《华尔街日报》等媒体报道，英伟达在分发给分析师的备忘录中，对这些指控进行了详细反驳。该备忘录明确提及了Michael Burry，并就核心争议点做出澄清：</p><blockquote><p style=\"text-align: justify;\"><strong>会计处理</strong>： 英伟达在文件中强调，“英伟达不类似于历史上的会计欺诈案，因为我们的基础业务在经济上是稳健的，我们的报告是完整和透明的。”公司表示，不使用特殊目的实体（SPV）进行融资。</p><p style=\"text-align: justify;\"><strong>设备折旧</strong>： 针对Burry声称AI芯片实际寿命仅2-3年的指责，英伟达回应称，其客户通常将GPU的折旧年限设定为4至6年，这符合设备的实际使用寿命和模式。公司指出，即便是2020年发布的A100等较旧型号GPU，目前仍在以高利用率运行。</p><p style=\"text-align: justify;\"><strong>循环融资</strong>： 对于外界流传的巨额“循环融资”指控，英伟达澄清，其在第三季度的战略投资仅为37亿美元，仅占营收的一小部分，且其投资的初创公司主要从第三方筹集资金，所谓循环融资的说法毫无根据。</p></blockquote><h2 id=\"id_1001612328\">市场反应：巨头的举动被指“进退失据”</h2><p style=\"text-align: justify;\">尽管英伟达试图通过详尽的解释来消除疑虑，但其沟通方式却引发了新的问题。D.A. Davidson的分析师Gil Luria在评价这份备忘录时指出，此举可能适得其反。</p><p style=\"text-align: justify;\"><strong>“这份备忘录本身让英伟达显得很被动，而不公开分享它则让情况看起来更糟，”</strong>Luria表示，“我们同意他们提供的许多答案，但如此规模的公司不需要在非财报期间回应每一个被提出的问题。”</p><p style=\"text-align: justify;\">这一观点得到了市场的印证。分析师认为，<strong>一家自信的领导者通常会用业绩和产品说话，而不是急于辩解。英伟达“进退失据”的举动，恰恰“触及了本已存在的恐惧”，即对AI领域投入失控、竞争加剧和所谓“循环融资”的担忧。</strong></p><p style=\"text-align: justify;\">Synovus Trust的高级投资组合经理Dan Morgan评论道：“谷歌确实拥有相当大的实力，他们不是站在场边的小角色。”谷歌最强大的AI模型Gemini 3完全在其自家的TPU上训练完成，以及Anthropic等顶级AI公司大规模采用TPU，都增强了其作为英伟达产品可行替代方案的可信度。</p><p style=\"text-align: justify;\">尽管英伟达CEO黄仁勋在财报会上坚称未看到“AI泡沫”，但公司一系列反常的沟通策略，叠加市场对竞争格局变化的敏感反应，<strong>似乎共同指向一个结论：AI之王的宝座，或许并不像过去想象的那样安稳。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8df715b20d69472cd962f923683b8859","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3760128","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2586288528","content_text":"英伟达的防御动作未达预期，一些分析师认为这些回应反而暴露了其“进退失据”。作为行业巅峰的巨头，本不需要在非财报期间回应每一个被提出的问题，真正自信的领导者用产品和业绩说话。英伟达此番举动，或许反而点燃了外界本已存在的担忧。英伟达正以一系列罕见的公开和私下举动，回应来自市场竞争和空头言论的双重压力，但这些防御措施不但非没有平息投资者的疑虑，反而暴露了巨头的不自信。美东时间周二，在股价盘中一度重挫逾7%后，英伟达罕见地通过社交媒体平台X发帖，公开宣称其GPU技术“领先行业一代”，直接回击市场对其主导地位可能受到谷歌挑战的担忧。英伟达股价当日最终收跌约2.6%，创下两个多月来的收盘新低，而其竞争对手谷歌母公司Alphabet股价则逆市收高1.6%，连续第三个交易日创历史新高，市值逼近4万亿美元大关。在此之前，英伟达在刚刚过去的周末向华尔街分析师秘密分发了一份长达七页的备忘录。据《华尔街日报》等媒体报道，该文件旨在“逐条”反驳包括电影《大空头》原型人物Michael Burry在内的批评者所提出的会计欺诈、循环融资和AI泡沫等指控。然而，一系列紧急沟通似乎并未达到预期效果。有分析师指出，这些举动反而让英伟达显得“进退失据”。一家处于行业之巅的巨头，本无需对每一次市场杂音都做出回应，其不同寻常的反应，恰恰被解读为内心不安的信号。这种“进退失据”的观感背后，是英伟达正面临的巨大压力。华尔街见闻此前提及，CEO黄仁勋在上周的内部会议上坦言公司正陷入一种“无赢局面”：业绩出色会被指控助推AI泡沫，而业绩不佳则被视为泡沫破裂的证据。周二公开喊话：“我们领先谷歌一代”华尔街见闻此前提及，英伟达周二在社交平台X上的发声，这被普遍视为对一则重磅新闻的直接回应。此前有媒体报道称，英伟达的关键客户Meta正考虑在其数据中心大规模采用谷歌自研的AI芯片——张量处理单元（TPU）。“我们为谷歌取得的成功感到高兴，”英伟达在帖子中写道，“英伟达目前领先行业一代——我们是唯一一个可以运行所有AI模型、并在各种计算场景中通用的平台。”公司强调，其GPU相比谷歌TPU这类专用集成电路（ASIC）芯片，能提供“更高的性能、多功能性和互换性”。谷歌TPU直接挑战了英伟达在AI芯片市场超过90%的份额。市场担心，如果Meta这样的超大规模客户开始转向谷歌，将意味着英伟达坚不可摧的护城河出现了缺口。谷歌发言人则在声明中表示，其定制的TPU和英伟达GPU的需求都在加速增长，并将继续支持两者。这一表态凸显了大型科技公司在AI基础设施上寻求多元化供应的策略，这也正是英伟达投资者最担心的趋势之一。周末私密备忘录：逐条反驳“大空头”在公开应对竞争威胁之前，英伟达已私下采取行动，试图化解另一场风暴。知名投资者Michael Burry近期发表系列文章，将当前的AI热潮比作上世纪90年代末的互联网泡沫，并将英伟达比作当年泡沫破裂后股价暴跌的思科（Cisco）。Burry的核心论点包括，科技巨头通过延长AI芯片的折旧年限来虚增利润、行业存在灾难性的“供给侧暴食”以及对英伟达涉嫌“循环融资”的质疑。据CNBC和《华尔街日报》等媒体报道，英伟达在分发给分析师的备忘录中，对这些指控进行了详细反驳。该备忘录明确提及了Michael Burry，并就核心争议点做出澄清：会计处理： 英伟达在文件中强调，“英伟达不类似于历史上的会计欺诈案，因为我们的基础业务在经济上是稳健的，我们的报告是完整和透明的。”公司表示，不使用特殊目的实体（SPV）进行融资。设备折旧： 针对Burry声称AI芯片实际寿命仅2-3年的指责，英伟达回应称，其客户通常将GPU的折旧年限设定为4至6年，这符合设备的实际使用寿命和模式。公司指出，即便是2020年发布的A100等较旧型号GPU，目前仍在以高利用率运行。循环融资： 对于外界流传的巨额“循环融资”指控，英伟达澄清，其在第三季度的战略投资仅为37亿美元，仅占营收的一小部分，且其投资的初创公司主要从第三方筹集资金，所谓循环融资的说法毫无根据。市场反应：巨头的举动被指“进退失据”尽管英伟达试图通过详尽的解释来消除疑虑，但其沟通方式却引发了新的问题。D.A. Davidson的分析师Gil Luria在评价这份备忘录时指出，此举可能适得其反。“这份备忘录本身让英伟达显得很被动，而不公开分享它则让情况看起来更糟，”Luria表示，“我们同意他们提供的许多答案，但如此规模的公司不需要在非财报期间回应每一个被提出的问题。”这一观点得到了市场的印证。分析师认为，一家自信的领导者通常会用业绩和产品说话，而不是急于辩解。英伟达“进退失据”的举动，恰恰“触及了本已存在的恐惧”，即对AI领域投入失控、竞争加剧和所谓“循环融资”的担忧。Synovus Trust的高级投资组合经理Dan Morgan评论道：“谷歌确实拥有相当大的实力，他们不是站在场边的小角色。”谷歌最强大的AI模型Gemini 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19:06","market":"us","language":"zh","title":"瑞幸咖啡三季度营收101.8亿元，经调净利润14亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2479208502","media":"新浪科技","summary":"第三季度净新开门店1382家，环比增长6.9%。","content":"<html><head></head><body><p>10月30日周三，瑞幸咖啡在粉单市场高开高走，截至发稿涨幅超7%。瑞幸咖啡三季度总净营收为101.808亿元，与2023年同期相比增长41.4%。净利润为13.026亿元，而2023年第三季度净利润为9.880亿元。不按美国通用会计准则，净利润为14.008亿元，而2023年第三季度净利润为11.440亿元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b73e86c4baab433af363e3243b16a22\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>第三季度运营业绩：</strong></p><p>第三季度净新开门店1382家，环比增长6.9%。截至第三季度末，门店数量为21343家，其中包括13936家自营门店和7407家联营门店。</p><p>第三季度平均每月交易客户为7980万，较2023年同期的5850万增长36.5%。</p><p>自营门店营收为75.014亿元（约合10.699亿美元），与2023年同期的51.410亿元相比增长45.9%。</p><p>联营店营收为23.413亿元（约合3.339亿美元），与2023年同期的18.408亿元相比增长27.2%。</p><p><strong>进军美国市场？</strong></p><p>另据英国金融时报，瑞幸咖啡计划最早明年进军美国市场，希望以低价饮品压制<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>等竞争对手。</p></body></html>","source":"sina_us","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>瑞幸咖啡三季度营收101.8亿元，经调净利润14亿元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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class=\"title\">\n瑞幸咖啡三季度营收101.8亿元，经调净利润14亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-30 19:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2024-10-30/doc-incuitnx3515689.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月30日周三，瑞幸咖啡在粉单市场高开高走，截至发稿涨幅超7%。瑞幸咖啡三季度总净营收为101.808亿元，与2023年同期相比增长41.4%。净利润为13.026亿元，而2023年第三季度净利润为9.880亿元。不按美国通用会计准则，净利润为14.008亿元，而2023年第三季度净利润为11.440亿元。第三季度运营业绩：第三季度净新开门店1382家，环比增长6.9%。截至第三季度末，门店数量...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2024-10-30/doc-incuitnx3515689.shtml\">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/9936df727e8f69a74ead035eb4f32104","relate_stocks":{"LKNCY":"瑞幸咖啡"},"source_url":"https://finance.sina.com.cn/tech/2024-10-30/doc-incuitnx3515689.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2479208502","content_text":"10月30日周三，瑞幸咖啡在粉单市场高开高走，截至发稿涨幅超7%。瑞幸咖啡三季度总净营收为101.808亿元，与2023年同期相比增长41.4%。净利润为13.026亿元，而2023年第三季度净利润为9.880亿元。不按美国通用会计准则，净利润为14.008亿元，而2023年第三季度净利润为11.440亿元。第三季度运营业绩：第三季度净新开门店1382家，环比增长6.9%。截至第三季度末，门店数量为21343家，其中包括13936家自营门店和7407家联营门店。第三季度平均每月交易客户为7980万，较2023年同期的5850万增长36.5%。自营门店营收为75.014亿元（约合10.699亿美元），与2023年同期的51.410亿元相比增长45.9%。联营店营收为23.413亿元（约合3.339亿美元），与2023年同期的18.408亿元相比增长27.2%。进军美国市场？另据英国金融时报，瑞幸咖啡计划最早明年进军美国市场，希望以低价饮品压制星巴克等竞争对手。","news_type":1,"symbols_score_info":{"LKNCY":1}},"isVote":1,"tweetType":1,"viewCount":1066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541203644282832,"gmtCreate":1773155361489,"gmtModify":1773156396723,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574609203076960","idStr":"3574609203076960"},"themes":[],"title":"","htmlText":"<a 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你个巨软！我持仓的亚马逊都快解套了，你怎么还不好好反弹。等我亚马逊解套后，腾出资金专门来收拾你[生气]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/541203644282832","isVote":1,"tweetType":1,"viewCount":3020,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568881705284127","authorId":"3568881705284127","name":"MMSimona","avatar":"https://static.tigerbbs.com/84863575ef7ab84a3f4f2460f5f82f91","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3568881705284127","idStr":"3568881705284127"},"content":"你多少回本","text":"你多少回本","html":"你多少回本"},{"author":{"id":"3569968827736584","authorId":"3569968827736584","name":"摩根财团首席执行官","avatar":"https://static.tigerbbs.com/04b6773002f87ca1460bc1427e3bf007","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3569968827736584","idStr":"3569968827736584"},"content":"兄弟没问题的，大资金都进场了，今年年底之前看到490","text":"兄弟没问题的，大资金都进场了，今年年底之前看到490","html":"兄弟没问题的，大资金都进场了，今年年底之前看到490"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521329798235336,"gmtCreate":1768317772075,"gmtModify":1768318255505,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574609203076960","idStr":"3574609203076960"},"themes":[],"title":"","htmlText":"<a 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七姐妹我买啥啥暴跌，这是要针对我吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/496395790844336","isVote":1,"tweetType":1,"viewCount":3129,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"domibest","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"4185760841922922","idStr":"4185760841922922"},"content":"一样一样的，昨晚大盘整体还是涨的，就自己买的票全在跌。[难过]一买就跌一卖就涨","text":"一样一样的，昨晚大盘整体还是涨的，就自己买的票全在跌。[难过]一买就跌一卖就涨","html":"一样一样的，昨晚大盘整体还是涨的，就自己买的票全在跌。[难过]一买就跌一卖就涨"},{"author":{"id":"73452179038098","authorId":"73452179038098","name":"和时间赛跑zilong","avatar":"https://static.tigerbbs.com/16a80a564aeb36cfac4e65d0331f65ce","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"73452179038098","idStr":"73452179038098"},"content":"这是提前避雷，ai雷了也就跌成这样[龇牙]","text":"这是提前避雷，ai雷了也就跌成这样[龇牙]","html":"这是提前避雷，ai雷了也就跌成这样[龇牙]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314032031904016,"gmtCreate":1717688339528,"gmtModify":1717759878700,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574609203076960","idStr":"3574609203076960"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"0\"></v-v> 之前卖的250的covered call 6月14号到期，没想到这么快就到了。你都不带调整的吗[笑哭]&nbsp;？&nbsp;","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"0\"></v-v> 之前卖的250的covered call 6月14号到期，没想到这么快就到了。你都不带调整的吗[笑哭]&nbsp;？&nbsp;","text":"$Coinbase Global, Inc.(COIN)$ 之前卖的250的covered call 6月14号到期，没想到这么快就到了。你都不带调整的吗[笑哭] ？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/314032031904016","isVote":1,"tweetType":1,"viewCount":8765,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3473593897137856","authorId":"3473593897137856","name":"走向大叔的日子","avatar":"https://static.tigerbbs.com/5b2309c2cf2620c5e291b99cbe5a966f","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"3473593897137856","idStr":"3473593897137856"},"content":"昨天不是跌了 不要遗憾","text":"昨天不是跌了 不要遗憾","html":"昨天不是跌了 不要遗憾"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}