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目光之后
持仓正股+卖出虚值期权薅羊毛
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目光之后
12-11 00:09
$微软(MSFT)$
叫你巨软好了[微笑]
目光之后
11-26
$英伟达(NVDA)$
市场并没有否认英伟达,市场只是在重估英伟达的估值而已。
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?
目光之后
11-23
在国外不要用打价格战那一套,因为外国政府为了维护本地的利益,不允许外国商品的倾销,否则会被加征高额关税。希望出海企业家不但懂产品,还要懂资本主义经济规则。
目光之后
11-22
$Meta Platforms, Inc.(META)$
妈呀大姐,天天都是负的。到底是谁在卖啊?
目光之后
11-20
$Meta Platforms, Inc.(META)$
不如倒闭吧孩子[微笑]
目光之后
11-18
$Meta Platforms, Inc.(META)$
你想干嘛?[笑哭] 这么赔钱的吗?你不看看你从795跌了25%大姐!
目光之后
11-15
低买高卖而已。
索罗斯Q3持仓:亚马逊晋升第一重仓股,清仓特斯拉等
目光之后
11-14
$Meta Platforms, Inc.(META)$
含泪继续加仓[微笑] [笑哭]
目光之后
11-13
$Meta Platforms, Inc.(META)$
不如倒闭吧!10个交易日亏了近19%,气的睡不着。
目光之后
11-11
$Meta Platforms, Inc.(META)$
一如既往地赔钱[微笑] 。不过能有什么办法,等待筑底吧。
目光之后
11-07
$Meta Platforms, Inc.(META)$
真的要被气死。
目光之后
11-04
$Meta Platforms, Inc.(META)$
七姐妹我买啥啥暴跌,这是要针对我吗?
目光之后
10-16
$Adobe(ADBE)$
这股要笑死我,完全不想涨的感觉[开心] 。但是反过来想想,是不是可以sell put 风险较低呢。
目光之后
10-10
$Meta Platforms, Inc.(META)$
成大盘逆子了,后期财报来临,老涨!
目光之后
10-09
$英伟达(NVDA)$
你牛逼,但是我不会买你了,泡泡越吹越大。
目光之后
09-15
$Adobe(ADBE)$
excuse me,你在干什么?涨2个多点都能砸下来。
目光之后
09-12
$Adobe(ADBE)$
怎么还纷纷下调目标价呢?这业绩都不行?
目光之后
09-11
$新思科技(SNPS)$
我就喜欢接品质优良的暴跌股,开始分批加仓,越跌越买。
目光之后
09-10
$甲骨文(ORCL)$
涨这么多就离谱。提前画的大饼。 真想开盘卖空。
目光之后
09-02
你可拉倒吧
华尔街乐观预计:AI热潮将推动标普500指数在2026年底前再涨20%
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href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> 叫你巨软好了[微笑] ","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> 叫你巨软好了[微笑] ","text":"$微软(MSFT)$ 叫你巨软好了[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509316879213296","isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504316490105392,"gmtCreate":1764152191534,"gmtModify":1764152193717,"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":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 市场并没有否认英伟达,市场只是在重估英伟达的估值而已。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 市场并没有否认英伟达,市场只是在重估英伟达的估值而已。","text":"$英伟达(NVDA)$ 市场并没有否认英伟达,市场只是在重估英伟达的估值而已。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504316490105392","repostId":"2586288528","repostType":4,"repost":{"id":"2586288528","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":1764118660,"share":"https://www.laohu8.com/m/news/2586288528?lang=zh_CN&edition=full","pubTime":"2025-11-26 08:57","market":"hk","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\n2025-11-26 08:57 北京时间 <a href=https://wallstreetcn.com/articles/3760128><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<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。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...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3760128\">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/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 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。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,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。","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503214236860864,"gmtCreate":1763883447924,"gmtModify":1763888398161,"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":[],"htmlText":"在国外不要用打价格战那一套,因为外国政府为了维护本地的利益,不允许外国商品的倾销,否则会被加征高额关税。希望出海企业家不但懂产品,还要懂资本主义经济规则。","listText":"在国外不要用打价格战那一套,因为外国政府为了维护本地的利益,不允许外国商品的倾销,否则会被加征高额关税。希望出海企业家不但懂产品,还要懂资本主义经济规则。","text":"在国外不要用打价格战那一套,因为外国政府为了维护本地的利益,不允许外国商品的倾销,否则会被加征高额关税。希望出海企业家不但懂产品,还要懂资本主义经济规则。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503214236860864","isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502638177243824,"gmtCreate":1763742862543,"gmtModify":1763745606054,"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":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$ </a> 妈呀大姐,天天都是负的。到底是谁在卖啊?","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$ </a> 妈呀大姐,天天都是负的。到底是谁在卖啊?","text":"$Meta Platforms, Inc.(META)$ 妈呀大姐,天天都是负的。到底是谁在卖啊?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/502638177243824","isVote":1,"tweetType":1,"viewCount":957,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4174700280602642","authorId":"4174700280602642","name":"L 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href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$ </a> 不如倒闭吧孩子[微笑] ","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$ </a> 不如倒闭吧孩子[微笑] ","text":"$Meta Platforms, Inc.(META)$ 不如倒闭吧孩子[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/501986535276632","isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4198119918676472","authorId":"4198119918676472","name":"ck二大爷","avatar":"https://static.tigerbbs.com/e026dc2987ea775380199a372e72bb10","crmLevel":6,"crmLevelSwitch":0,"idStr":"4198119918676472","authorIdStr":"4198119918676472"},"content":"哈哈哈+1 [笑哭]","text":"哈哈哈+1 [笑哭]","html":"哈哈哈+1 [笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501637266842008,"gmtCreate":1763477531089,"gmtModify":1763477533340,"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":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$ </a> 你想干嘛?[笑哭] 这么赔钱的吗?你不看看你从795跌了25%大姐!","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$ </a> 你想干嘛?[笑哭] 这么赔钱的吗?你不看看你从795跌了25%大姐!","text":"$Meta Platforms, Inc.(META)$ 你想干嘛?[笑哭] 这么赔钱的吗?你不看看你从795跌了25%大姐!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/501637266842008","isVote":1,"tweetType":1,"viewCount":901,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":500433495110432,"gmtCreate":1763216554203,"gmtModify":1763216556493,"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":"低买高卖而已。","listText":"低买高卖而已。","text":"低买高卖而已。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/500433495110432","repostId":"1125401754","repostType":4,"repost":{"id":"1125401754","kind":"news","pubTimestamp":1763168488,"share":"https://www.laohu8.com/m/news/1125401754?lang=zh_CN&edition=full","pubTime":"2025-11-15 09:01","market":"us","language":"zh","title":"索罗斯Q3持仓:亚马逊晋升第一重仓股,清仓特斯拉等","url":"https://stock-news.laohu8.com/highlight/detail?id=1125401754","media":"智通财经","summary":"该基金第三季度持仓总市值为70.2亿美元。","content":"<html><head></head><body><p>根据美国证券交易委员会(SEC)披露,金融大鳄索罗斯旗下基金Soros Fund Management递交了截至2025年9月30日的第三季度持仓报告(13F)。</p><p style=\"text-align: justify;\">据统计,该基金第三季度持仓总市值为70.2亿美元,上一季度总市值为79.7亿美元,环比减少13%。该基金在第三季度的持仓组合中新增了77只个股,增持了44只个股。同时,该基金减持45只个股,清仓95只个股。其中,前十大持仓标的占总市值的31.16%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1145e4b7a8e7c1d30f2679ac74ebbd47\" alt=\"\" title=\"\" tg-width=\"613\" tg-height=\"404\"/></p><p style=\"text-align: justify;\">在前五大重仓股中,亚马逊位列第一,持仓约222.6万股,持仓市值约4.89亿美元,占投资组合比例为6.96%,持仓数量较上季度大幅增长481.47%。</p><p style=\"text-align: justify;\">纸业包装巨头Smurfit WestRock位列第二,持仓约774.7万股,持仓市值约3.30亿美元,占投资组合比例为4.70%,持仓数量较上季度增加3.56%。</p><p style=\"text-align: justify;\">Spotify票据位列第三,持仓约1.85亿股,持仓市值约2.53亿美元,占投资组合比例为3.61%,持仓数量较上季度增加29.68%。</p><p style=\"text-align: justify;\">Globant票据位列第四,持仓2.34亿股,持仓市值约2.15亿美元,占投资组合比例为3.06%,持仓数量较上季度增加17.08%。</p><p style=\"text-align: justify;\">谷歌位列第五,持仓65.8万股,持仓市值约1.60亿美元,占投资组合比例为2.28%,持仓数量较上季度大幅增加2341.11%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7bacc626ef767a422cade90077a003b1\" alt=\"\" title=\"\" tg-width=\"1223\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">其中可以关注到的是,Soros Fund Management同期建仓迪士尼、艺电和杜邦等个股,增持英伟达、苹果、赛富时和微软,减持Snowflake、Circle和优步,清仓了近期强势的存储芯片股 <a href=\"https://laohu8.com/S/SNDK\">SanDisk Corp</a> 、西部数据,以及特斯拉仅剩的3209股和新云服务商CoreWeave。</p><p style=\"text-align: justify;\">从持仓比例变化来看,前五大买入标的分别是:亚马逊、平均加权指数ETF-Rydex S&P、谷歌、福沃德工业票据、半导体指数ETF-VanEck看跌期权。</p><p style=\"text-align: justify;\">前五大卖出标的分别是:第一太阳能看涨期权、iShares罗素2000ETF看跌期权、Invesco纳指100ETF看涨期权、SPDR标普500指数ETF看跌期权、Liberty Broadband-C。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b97d735f0da630f2d586128edb821a20\" alt=\"\" title=\"\" tg-width=\"831\" tg-height=\"361\"/></p></body></html>","source":"highlight_zhitongcaijin","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>索罗斯Q3持仓:亚马逊晋升第一重仓股,清仓特斯拉等</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索罗斯Q3持仓:亚马逊晋升第一重仓股,清仓特斯拉等\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-15 09:01 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1369652.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据美国证券交易委员会(SEC)披露,金融大鳄索罗斯旗下基金Soros Fund Management递交了截至2025年9月30日的第三季度持仓报告(13F)。据统计,该基金第三季度持仓总市值为70.2亿美元,上一季度总市值为79.7亿美元,环比减少13%。该基金在第三季度的持仓组合中新增了77只个股,增持了44只个股。同时,该基金减持45只个股,清仓95只个股。其中,前十大持仓标的占总市值的...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1369652.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/2d5bfbe6753d37de668d38f4e03a7350","relate_stocks":{"AMZN":"亚马逊","TSLA":"特斯拉"},"source_url":"https://www.zhitongcaijing.com/content/detail/1369652.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1125401754","content_text":"根据美国证券交易委员会(SEC)披露,金融大鳄索罗斯旗下基金Soros Fund Management递交了截至2025年9月30日的第三季度持仓报告(13F)。据统计,该基金第三季度持仓总市值为70.2亿美元,上一季度总市值为79.7亿美元,环比减少13%。该基金在第三季度的持仓组合中新增了77只个股,增持了44只个股。同时,该基金减持45只个股,清仓95只个股。其中,前十大持仓标的占总市值的31.16%。在前五大重仓股中,亚马逊位列第一,持仓约222.6万股,持仓市值约4.89亿美元,占投资组合比例为6.96%,持仓数量较上季度大幅增长481.47%。纸业包装巨头Smurfit WestRock位列第二,持仓约774.7万股,持仓市值约3.30亿美元,占投资组合比例为4.70%,持仓数量较上季度增加3.56%。Spotify票据位列第三,持仓约1.85亿股,持仓市值约2.53亿美元,占投资组合比例为3.61%,持仓数量较上季度增加29.68%。Globant票据位列第四,持仓2.34亿股,持仓市值约2.15亿美元,占投资组合比例为3.06%,持仓数量较上季度增加17.08%。谷歌位列第五,持仓65.8万股,持仓市值约1.60亿美元,占投资组合比例为2.28%,持仓数量较上季度大幅增加2341.11%。其中可以关注到的是,Soros Fund Management同期建仓迪士尼、艺电和杜邦等个股,增持英伟达、苹果、赛富时和微软,减持Snowflake、Circle和优步,清仓了近期强势的存储芯片股 SanDisk Corp 、西部数据,以及特斯拉仅剩的3209股和新云服务商CoreWeave。从持仓比例变化来看,前五大买入标的分别是:亚马逊、平均加权指数ETF-Rydex S&P、谷歌、福沃德工业票据、半导体指数ETF-VanEck看跌期权。前五大卖出标的分别是:第一太阳能看涨期权、iShares罗素2000ETF看跌期权、Invesco纳指100ETF看涨期权、SPDR标普500指数ETF看跌期权、Liberty 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07:31","market":"sg","language":"zh","title":"华尔街乐观预计:AI热潮将推动标普500指数在2026年底前再涨20%","url":"https://stock-news.laohu8.com/highlight/detail?id=2564817905","media":"华尔街见闻","summary":"据Evercore ISI策略师预测,标普500指数将在2026年底达到7,750点,较上周五收盘水平上涨20%。该机构首席股票和量化策略师Julian Emanuel表示,这一增长将由“技术革命推动股票、市盈率和社会达到新高度”所驱动。","content":"<html><head></head><body><blockquote><p>据Evercore ISI策略师预测,标普500指数将在2026年底达到7,750点,较上周五收盘水平上涨20%。该机构首席股票和量化策略师Julian Emanuel表示,这一增长将由“技术革命推动股票、市盈率和社会达到新高度”所驱动。</p></blockquote><p>分析师预计,在人工智能技术革命的推动下,美股有望在2026年底前再上涨20%。</p><p>据<a href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI策略师预测,<strong><a href=\"https://laohu8.com/S/161125\">标普500</a>指数将在2026年底达到7,750点,较上周五收盘水平上涨20%</strong>。该机构首席股票和量化策略师Julian Emanuel表示,这一增长将由“技术革命推动股票、市盈率和社会达到新高度”所驱动。</p><p><strong>这一预测是目前华尔街机构中最为乐观的展望之一,远超市场平均预期。</strong>据华尔街见闻此前文章,美国银行首席投资策略师Michael Hartnett预计,标普500指数将在2027年9月触及9914点的历史性高点。</p><p>策略师们认为,AI技术的影响已经显著改变了企业盈利前景,使得财报表现持续超出预期,尽管市场面临关税和政策不确定性。</p><h2 id=\"id_138224982\">AI技术革命成长期增长引擎</h2><p>Evercore ISI的分析师在报告中表示,“AI比互联网更具影响力”。报告指出,仅仅三年时间,人工智能的影响已触及社会和产业的各个层面,而其广泛应用才刚刚开始加速。</p><p>今年以来,标普500指数已累计上涨近10%,并连续四个月创下历史新高。市场对企业盈利持续强劲和美联储潜在降息的乐观预期,成为推动本轮上涨的核心动力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c5b1ef95f45396efef52180407b34da\" tg-width=\"560\" tg-height=\"240\"/></p><p>科技板块表现尤为突出,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>和<a href=\"https://laohu8.com/S/MSFT\">微软</a>等龙头公司年内涨幅均超过20%。</p><p>分析师们注意到,尽管面临关税和政策不确定性,第二季度企业盈利仍实现了两位数增长,并广泛超出市场预期,这进一步验证了AI技术对企业生产力的提升作用。</p><p>除了对2026年的乐观预期外,Emanuel团队同时上调了对2025年的市场预测。他们现在预计标普500指数将在今年底达到6,250点,不过仍低于上周五6,460点的收盘水平,也低于分析师平均预期的6,370点。</p><p>值得注意的是,Evercore ISI的策略师也承认2026年存在多种可能性。</p><p>在最乐观情境下,如果消费者、企业和投资者信心高涨,标普500指数可能攀升至9,000点。<strong>而在悲观情境下,如果通胀居高不下且经济增长乏力,该指数可能下滑至5,000点。</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>华尔街乐观预计:AI热潮将推动标普500指数在2026年底前再涨20%</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; 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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华尔街乐观预计:AI热潮将推动标普500指数在2026年底前再涨20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-02 07:31 北京时间 <a href=https://wallstreetcn.com/articles/3754711><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据Evercore ISI策略师预测,标普500指数将在2026年底达到7,750点,较上周五收盘水平上涨20%。该机构首席股票和量化策略师Julian Emanuel表示,这一增长将由“技术革命推动股票、市盈率和社会达到新高度”所驱动。分析师预计,在人工智能技术革命的推动下,美股有望在2026年底前再上涨20%。据Evercore ISI策略师预测,标普500指数将在2026年底达到7,750点...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3754711\">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/55eb327f580527889cf30bafa92692ae","relate_stocks":{"BK4581":"高盛持仓","BK4504":"桥水持仓","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓",".SPX":"S&P 500 Index","BK4588":"碎股"},"source_url":"https://wallstreetcn.com/articles/3754711","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2564817905","content_text":"据Evercore ISI策略师预测,标普500指数将在2026年底达到7,750点,较上周五收盘水平上涨20%。该机构首席股票和量化策略师Julian Emanuel表示,这一增长将由“技术革命推动股票、市盈率和社会达到新高度”所驱动。分析师预计,在人工智能技术革命的推动下,美股有望在2026年底前再上涨20%。据Evercore ISI策略师预测,标普500指数将在2026年底达到7,750点,较上周五收盘水平上涨20%。该机构首席股票和量化策略师Julian Emanuel表示,这一增长将由“技术革命推动股票、市盈率和社会达到新高度”所驱动。这一预测是目前华尔街机构中最为乐观的展望之一,远超市场平均预期。据华尔街见闻此前文章,美国银行首席投资策略师Michael Hartnett预计,标普500指数将在2027年9月触及9914点的历史性高点。策略师们认为,AI技术的影响已经显著改变了企业盈利前景,使得财报表现持续超出预期,尽管市场面临关税和政策不确定性。AI技术革命成长期增长引擎Evercore ISI的分析师在报告中表示,“AI比互联网更具影响力”。报告指出,仅仅三年时间,人工智能的影响已触及社会和产业的各个层面,而其广泛应用才刚刚开始加速。今年以来,标普500指数已累计上涨近10%,并连续四个月创下历史新高。市场对企业盈利持续强劲和美联储潜在降息的乐观预期,成为推动本轮上涨的核心动力。科技板块表现尤为突出,英伟达、Meta Platforms和微软等龙头公司年内涨幅均超过20%。分析师们注意到,尽管面临关税和政策不确定性,第二季度企业盈利仍实现了两位数增长,并广泛超出市场预期,这进一步验证了AI技术对企业生产力的提升作用。除了对2026年的乐观预期外,Emanuel团队同时上调了对2025年的市场预测。他们现在预计标普500指数将在今年底达到6,250点,不过仍低于上周五6,460点的收盘水平,也低于分析师平均预期的6,370点。值得注意的是,Evercore ISI的策略师也承认2026年存在多种可能性。在最乐观情境下,如果消费者、企业和投资者信心高涨,标普500指数可能攀升至9,000点。而在悲观情境下,如果通胀居高不下且经济增长乏力,该指数可能下滑至5,000点。","news_type":1,"symbols_score_info":{".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":294692251873536,"gmtCreate":1712959436969,"gmtModify":1712959438867,"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":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a> 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!","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a> 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!","text":"$Coinbase Global, Inc.(COIN)$ 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!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/294692251873536","isVote":1,"tweetType":1,"viewCount":3993,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547151250655817","authorId":"3547151250655817","name":"巴韭隆","avatar":"https://static.tigerbbs.com/9df56ae4df226af9682b048b9dd74b15","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3547151250655817","idStr":"3547151250655817"},"content":"怎么样了兄弟,没真梭吧?","text":"怎么样了兄弟,没真梭吧?","html":"怎么样了兄弟,没真梭吧?"},{"author":{"id":"3547151250655817","authorId":"3547151250655817","name":"巴韭隆","avatar":"https://static.tigerbbs.com/9df56ae4df226af9682b048b9dd74b15","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3547151250655817","idStr":"3547151250655817"},"content":"浮亏多少目前?","text":"浮亏多少目前?","html":"浮亏多少目前?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509316879213296,"gmtCreate":1765382978309,"gmtModify":1765383838096,"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/MSFT\">$微软(MSFT)$ </a> 叫你巨软好了[微笑] ","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> 叫你巨软好了[微笑] ","text":"$微软(MSFT)$ 叫你巨软好了[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509316879213296","isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366180108288136,"gmtCreate":1730425579819,"gmtModify":1730425581678,"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":[],"htmlText":"诈骗只有0次和很多次。","listText":"诈骗只有0次和很多次。","text":"诈骗只有0次和很多次。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366180108288136","repostId":"2479208502","repostType":2,"repost":{"id":"2479208502","kind":"highlight","pubTimestamp":1730286414,"share":"https://www.laohu8.com/m/news/2479208502?lang=zh_CN&edition=full","pubTime":"2024-10-30 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 <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":877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":292394420576304,"gmtCreate":1712411293059,"gmtModify":1712422848180,"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":[],"htmlText":"<a 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","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":8435,"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":5,"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},{"id":502638177243824,"gmtCreate":1763742862543,"gmtModify":1763745606054,"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/META\">$Meta Platforms, Inc.(META)$ </a> 妈呀大姐,天天都是负的。到底是谁在卖啊?","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$ </a> 妈呀大姐,天天都是负的。到底是谁在卖啊?","text":"$Meta Platforms, Inc.(META)$ 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14:24","market":"sh","language":"zh","title":"马斯克:特斯拉将以很大优势击败英伟达成为全球市值第一,不靠卖车","url":"https://stock-news.laohu8.com/highlight/detail?id=2506884998","media":"快科技","summary":"快科技1月25日消息,近日,马斯克回应了一篇有关全球最有价值公司排名的帖子,他直言,特斯拉很有可能以“很大优势”成为全球市值No1。截至目前,NVIDIA以3.49万亿美元的市值排名全球第一,苹果紧随其后,市值为3.35万亿美元。相比之下,特斯拉市值为1.31万亿美元,还有较大差距。特斯拉的股价今年迄今位置上涨了8.7%。马斯克认为,从长远来看,汽车将成为其公司叙事的次要驱动力,他预计特斯拉的Optimus人形机器人将发挥更大的作用。","content":"<html><head></head><body><p>快科技1月25日消息,近日,马斯克回应了一篇有关全球最有价值公司排名的帖子,他直言,<strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>很有可能以“很大优势”成为全球市值No1。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8eae0fe01c553d9077d511ce38f82de3\" tg-width=\"600\" tg-height=\"157\"/></p><p>截至目前,<strong>NVIDIA以3.49万亿美元的市值排名全球第一,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>紧随其后,市值为3.35万亿美元</strong>。</p><p><strong>相比之下,特斯拉市值为1.31万亿美元,还有较大差距。</strong></p><p>特斯拉的股价在过去12个月上涨了98%,其中大部分涨幅是在2024年11月特朗普大选之后获得的。</p><p>特斯拉的股价今年迄今位置上涨了8.7%。<strong>马斯克认为,从长远来看,汽车将成为其公司叙事的次要驱动力,他预计特斯拉的Optimus人形机器人将发挥更大的作用</strong>。</p><p>Cathie Wood的Ark Investment认为,人形机器人代表着24 万亿美元的市场机会。</p><p><a href=\"https://laohu8.com/S/DB\">德意志银行</a>在2024年的一份分析师报告中对特斯拉的潜在人形机器人收入进行了建模。<strong>报告估计,到2035年,特斯拉每年将从其Optimus机器人上赚取100亿美元。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6157799513e21e6c2147f2eb4339b757\" tg-width=\"508\" tg-height=\"387\"/></p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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href=\"https://tech.ifeng.com/c/8gQWW4vpcNx\">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/6157799513e21e6c2147f2eb4339b757","relate_stocks":{"LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","NVDA":"英伟达","NVD2.UK":"2X NVIDIA ETP","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","NVDD":"1倍做空NVDA ETF-Direxion","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","NVD3.UK":"LS 3X NVIDIA","NVDY":"NVDA期权收益策略ETF-YieldMax","TSLL":"2倍做多TSLA ETF-Direxion","LU1548497426.USD":"安联环球人工智能AT Acc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","NVDS.UK":"LS -1X NVIDIA","SNVD.UK":"LS -1X NVIDIA","GB00BDT5M118.USD":"天利环球扩展Alpha基金A 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万亿美元的市场机会。德意志银行在2024年的一份分析师报告中对特斯拉的潜在人形机器人收入进行了建模。报告估计,到2035年,特斯拉每年将从其Optimus机器人上赚取100亿美元。","news_type":1,"symbols_score_info":{"NVD3.UK":0.6,"3NVD.UK":0.6,"NVD":0.6,"TSYW.SI":0.6,"TSLL":1,"TSLA":1,"NVDU":0.6,"2NVD.UK":0.6,"NVDS":0.6,"SNVD.UK":0.6,"NVIW.SI":0.6,"NVDA":1,"NVD2.UK":0.6,"NVDD":0.6,"NVDS.UK":0.6,"NVDX":0.6,"NVDY":0.6}},"isVote":1,"tweetType":1,"viewCount":2323,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558558561596849","authorId":"3558558561596849","name":"江南空气","avatar":"https://static.tigerbbs.com/9b8dfe0f5009f4743f04a843b72700f0","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"3558558561596849","idStr":"3558558561596849"},"content":"怎么会体验差,就跟过山车一样,老刺激了[开心]","text":"怎么会体验差,就跟过山车一样,老刺激了[开心]","html":"怎么会体验差,就跟过山车一样,老刺激了[开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477878640492904,"gmtCreate":1757679232257,"gmtModify":1757679233352,"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":[],"htmlText":"<a 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