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kikijoblor
2022-08-03
$尚乘国际(AMTD)$
是
$尚乘数科(HKD)$
的爸爸 静待涨到1000倍
@格隆汇:AMTD美股上市——传说中的“亚洲独立投行第一股”
kikijoblor
2022-03-04
666//
@小虎说英股
:大家也可以注意俄罗斯国际钢铁公司
$耶弗拉兹公司(EVR.UK)$
EVRAZ。该公司在伦交所挂牌但它在莫斯科交易所没有挂牌。目前EVR在美国,加拿大和欧洲都有钢铁厂、在收入中只有39%来自俄罗斯。去年公司总收入超过150亿美金并净利润为41亿美金。 本月底EVRAZ要对每股支付0.5美金的股息。除权日期是3月10日。这次股息大约组成公司股价的76%[吃瓜] 公司还没有收到任何经济制裁或交易限制[吃瓜] 小心
$美国钢铁(X)$
$埃克森美孚(XOM)$
$雪佛龙(CVX)$
$俄铝(00486)$
@价值投资为王:抄底俄铝,富贵险中求?
kikijoblor
03-25
这篇文章不错,转发给大家看看
昨夜今晨|美股收跌,Circle重挫20%,AAOI飙涨近19%;Arm盘后涨超8%;SpaceX计划最早于本周提交IPO申请筹集超过750亿美元资金
kikijoblor
03-24
这篇文章不错,转发给大家看看
盘前异动 | 光通信概念股延续强势,Applied Optoelectronics涨超4%;存储概念股普涨,闪迪、美光科技均涨超1%
kikijoblor
03-24
这篇文章不错,转发给大家看看
五角大楼“盖章”Palantir旗下Maven!Wedbush再唱多:增长确定性提升,股价有望上涨43%
kikijoblor
02-28
这篇文章不错,转发给大家看看
英伟达财报强劲提振,三星和SK海力士股价飙升至历史新高!
kikijoblor
02-28
这篇文章不错,转发给大家看看
@价值投资为王:韩国股市又大涨,如何借道ETF布局全球最牛股市?
kikijoblor
02-26
这篇文章不错,转发给大家看看
昨夜今晨 | 科技股带领美股连涨两日,加密货币大反弹;英伟达Q4财报亮眼
kikijoblor
02-24
这篇文章不错,转发给大家看看
就在今晚22:30!Anthropic将直播展示Claude最新功能,软件股或再遭打击?
kikijoblor
02-19
这篇文章不错,转发给大家看看
盘前异动|绩优股拉升,Figma大涨16%,Carvana大跌
去老虎APP查看更多动态
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:[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547372226880936","repostId":"2622809385","repostType":2,"repost":{"id":"2622809385","kind":"highlight","pubTimestamp":1774652400,"share":"https://www.laohu8.com/m/news/2622809385?lang=zh_CN&edition=full","pubTime":"2026-03-28 07:00","market":"us","language":"zh","title":"科技板块“血流成河”,纳指创去年4月来最大单周跌幅,苹果“最稳”","url":"https://stock-news.laohu8.com/highlight/detail?id=2622809385","media":"智通财经网","summary":"核心驱动来自能源价格与地缘政治风险。","content":"<html><head></head><body><p>在中东局势持续升级与能源价格飙升的冲击下,全球股市本周显著承压,科技板块成为重灾区。以科技股为主的纳指本周累计下跌3.23%,创下自2025年4月以来最大单周跌幅,当时美国总统特朗普提出大规模关税措施曾引发市场恐慌。</p><p>本轮调整中,大型科技股普遍走弱。谷歌本周跌近9%,微软跌超6%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>均下跌逾3%,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌近2%。相对而言,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>表现最为稳健,周内小幅上涨。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc9c5d5e2439553ba6b7ddcd09e82045\" tg-width=\"560\" tg-height=\"240\"/></p><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a>成为跌幅最大的科技巨头之一,本周跌超11%。其股价承压主要源于接连两起不利判决,涉及其在平台内容监管方面的责任问题,进一步加剧市场对其核心广告业务的担忧。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9afabd7b50dd82edc467c801d2f848ed\" tg-width=\"560\" tg-height=\"240\"/></p><p>与此同时,存储芯片龙头<a href=\"https://laohu8.com/S/MU\">美光科技</a>亦遭遇明显抛售,本周跌幅超过15%。尽管公司此前公布的财报表现强劲,最新季度收入同比接近翻倍至238.6亿美元,并预计下一季度毛利率将达到约80%,在油价飙升与宏观不确定性加剧的背景下,良好的基本面未能提振市场情绪。不过,从长期来看,该股过去12个月仍累计上涨近300%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb2c77db750544619f8ac833725215fe\" tg-width=\"560\" tg-height=\"240\"/></p><p>市场波动的核心驱动来自能源价格与地缘政治风险。随着霍尔木兹海峡局势紧张,国际油价周五收于三年多高位,进一步加剧通胀与经济前景担忧。分析人士指出,高油价正通过成本与预期双重渠道压制风险资产表现。</p><p>地缘政治方面,伊朗局势仍存在较大不确定性。伊朗武装部队发言人表示,伊朗正在制定战争结束条件,并强调其在战场上拥有主导优势。与此同时,据媒体报道,伊朗预计将在周五前对美国提出的“15点和平方案”作出回应,但可能拒绝其中部分关键要求。该方案涉及伊朗在核计划、导弹项目及地区影响力等方面作出让步,以换取制裁解除。</p><p>为争取谈判时间,特朗普已将对伊朗能源设施的打击期限延长至4月6日。分析认为,这一“延后但不取消”的策略,使市场在短期缓和与中期不确定性之间反复摇摆。</p><p>在资金流向方面,投资者本周明显从科技板块撤出,转向更具防御属性的资产。与此同时,市场关注点开始转向后续关键催化剂,包括SpaceX可能启动的史上最大规模IPO,以及特斯拉即将公布的季度交付数据。</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>科技板块“血流成河”,纳指创去年4月来最大单周跌幅,苹果“最稳”</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科技板块“血流成河”,纳指创去年4月来最大单周跌幅,苹果“最稳”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-28 07:00 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1421270.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在中东局势持续升级与能源价格飙升的冲击下,全球股市本周显著承压,科技板块成为重灾区。以科技股为主的纳指本周累计下跌3.23%,创下自2025年4月以来最大单周跌幅,当时美国总统特朗普提出大规模关税措施曾引发市场恐慌。本轮调整中,大型科技股普遍走弱。谷歌本周跌近9%,微软跌超6%,英伟达和亚马逊均下跌逾3%,特斯拉跌近2%。相对而言,苹果表现最为稳健,周内小幅上涨。Meta Platforms成为...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1421270.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/a6526f63d44942c63e538d4de839dbba","relate_stocks":{"AAPL":"苹果",".IXIC":"NASDAQ Composite"},"source_url":"http://www.zhitongcaijing.com/content/detail/1421270.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2622809385","content_text":"在中东局势持续升级与能源价格飙升的冲击下,全球股市本周显著承压,科技板块成为重灾区。以科技股为主的纳指本周累计下跌3.23%,创下自2025年4月以来最大单周跌幅,当时美国总统特朗普提出大规模关税措施曾引发市场恐慌。本轮调整中,大型科技股普遍走弱。谷歌本周跌近9%,微软跌超6%,英伟达和亚马逊均下跌逾3%,特斯拉跌近2%。相对而言,苹果表现最为稳健,周内小幅上涨。Meta Platforms成为跌幅最大的科技巨头之一,本周跌超11%。其股价承压主要源于接连两起不利判决,涉及其在平台内容监管方面的责任问题,进一步加剧市场对其核心广告业务的担忧。与此同时,存储芯片龙头美光科技亦遭遇明显抛售,本周跌幅超过15%。尽管公司此前公布的财报表现强劲,最新季度收入同比接近翻倍至238.6亿美元,并预计下一季度毛利率将达到约80%,在油价飙升与宏观不确定性加剧的背景下,良好的基本面未能提振市场情绪。不过,从长期来看,该股过去12个月仍累计上涨近300%。市场波动的核心驱动来自能源价格与地缘政治风险。随着霍尔木兹海峡局势紧张,国际油价周五收于三年多高位,进一步加剧通胀与经济前景担忧。分析人士指出,高油价正通过成本与预期双重渠道压制风险资产表现。地缘政治方面,伊朗局势仍存在较大不确定性。伊朗武装部队发言人表示,伊朗正在制定战争结束条件,并强调其在战场上拥有主导优势。与此同时,据媒体报道,伊朗预计将在周五前对美国提出的“15点和平方案”作出回应,但可能拒绝其中部分关键要求。该方案涉及伊朗在核计划、导弹项目及地区影响力等方面作出让步,以换取制裁解除。为争取谈判时间,特朗普已将对伊朗能源设施的打击期限延长至4月6日。分析认为,这一“延后但不取消”的策略,使市场在短期缓和与中期不确定性之间反复摇摆。在资金流向方面,投资者本周明显从科技板块撤出,转向更具防御属性的资产。与此同时,市场关注点开始转向后续关键催化剂,包括SpaceX可能启动的史上最大规模IPO,以及特斯拉即将公布的季度交付数据。","news_type":1,"symbols_score_info":{"AAPL":2,".IXIC":2}},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":547367173673496,"gmtCreate":1774658045063,"gmtModify":1774658047515,"author":{"id":"3575112980638286","authorId":"3575112980638286","name":"kikijoblor","avatar":"https://static.tigerbbs.com/f5e0c90c5476db763ae92614727b750d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575112980638286","authorIdStr":"3575112980638286"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547367173673496","repostId":"1113244210","repostType":2,"repost":{"id":"1113244210","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":1774655780,"share":"https://www.laohu8.com/m/news/1113244210?lang=zh_CN&edition=full","pubTime":"2026-03-28 07:56","market":"us","language":"zh","title":"昨夜今晨 | 道指跌入调整区间,科技股普跌,两大石油巨头创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1113244210","media":"老虎资讯综合","summary":"标准普尔500指数跌1.67%,报6368.85点。","content":"<html><head></head><body><h2 id=\"id_2354045931\">摘要:</h2><ul style=\"\"><li><p>美股收盘:三大指数普跌。纳指连续跌超2%,道指较2月10日创下的历史高位下跌10%,确认进入调整区间。</p></li><li><p>美国国务卿:对伊朗战事还将持续2到4周;实现对伊朗行动目标无需出动地面部队。</p></li><li><p>伊朗武装部队发言人称正在制定战争结束的条件,并警告美方:若发动地面行动将遭对等反制。</p></li><li><p>美国3月消费者信心指数降至自2025年12月以来最低水平,未来一年的通胀预期上升。</p></li><li><p>大型科技股普跌。Meta续跌3.99%,本周大跌超11%。亚马逊跌近4%,特斯拉、微软、谷歌、英伟达跌超2%。</p></li><li><p>WTI原油期货结算价升至近四年以来最高水平,埃克森美孚和雪佛龙均创历史新高。</p></li></ul><h2 id=\"id_961091859\">海外市场</h2><p><strong>美股收盘:三大指数连跌,纳指跌超2%,道指跌入调整区间</strong></p><p>周五,随着伊朗两座大型钢铁厂及配套电力设施,和一处“黄饼”工厂遭到袭击,愈发渺茫的快速停火前景引发新一轮抛售,标普500指数在一周之内接连失守6500点和6400点关口;继昨日纳指跌入技术性调整区间后,道指也在周五跌入调整区间。</p><p>截至收盘,标准普尔500指数跌1.67%,报6368.85点;纳斯达克综合指数跌2.15%,报20948.36点;道琼斯工业平均指数跌1.73%,报45166.64点。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc4f4957aec2c26767c59043b9418f75\" title=\"\" tg-width=\"666\" tg-height=\"285\"/></p><p><strong>特朗普谈战争与股市:我原以为股市会跌得更厉害</strong></p><p>美国总统特朗普在谈及战争与股市时称,原本预计伊朗战争会对股市造成更大的冲击。他说:“我原本以为跌幅会更大一些。”他还补充道:“我还以为油价会涨得更高。”</p><p><strong>板块及个股表现</strong></p><p>大型科技股普跌。<a href=\"https://laohu8.com/S/META\">Meta</a>续跌3.99%,本周大跌超11%。<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌3.95%,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌2.76%、<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌2.51%,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>跌2.49%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌2.17%,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌1.62%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/599d94a1c836eb3c90f43cfd1e0da2d2\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>半导体股普跌。 <a href=\"https://laohu8.com/S/ARM\">ARM Holdings</a> 大跌6.89%,<a href=\"https://laohu8.com/S/AVGO\">博通</a>跌2.82%,英特尔跌2.2%,AMD跌0.87%。另一方面,<a href=\"https://laohu8.com/S/TSM\">台积电</a>涨0.19%。</p><p>受到黄金、白银、原油价格上涨带动,相关资源类公司逆势走高。<a href=\"https://laohu8.com/S/NEM\">纽曼矿业</a>涨2.76%、巴里克矿业涨2.96%、<a href=\"https://laohu8.com/S/PAAS\">泛美白银</a>涨4.13%、<a href=\"https://laohu8.com/S/AG\">First Majestic Silver</a>涨7.04%。<strong>美国两大石油巨头<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>和<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>均创历史新高</strong>。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/efa221d01364a291365e653df88a8a6d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>美国电力生产和零售公司<a href=\"https://laohu8.com/S/ETR\">安特吉</a>(Entergy)周五上涨6.82%,领跑标普500成分股。此前Meta同意承担其路易斯安那州AI数据中心电力服务全部成本。项目涉及7座新的天然气发电厂, 合计提供5.2吉瓦的电力。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cbf77e3f779cbd3a40014d719c031825\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>中概股继续受大盘拖累,纳斯达克中国金龙指数周五收跌1.9%。<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌2.17%、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌0.81%、<a href=\"https://laohu8.com/S/NTES\">网易</a>跌0.62%、<a href=\"https://laohu8.com/S/JD\">京东</a>跌1.64%、<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌1.63%、<a href=\"https://laohu8.com/S/TCOM\">携程</a>跌3.44%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93a2936f46543f9af3a2252a4a9d96d4\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"id_258843040\">伊朗局势</h2><p>综合央视新闻等媒体报道,伊朗方面周五披露,<strong>该国两家大型钢铁厂穆巴拉凯钢铁厂和胡齐斯坦钢铁公司遭到袭击</strong>。穆巴拉凯钢铁厂的一处电力变电站和合金钢生产线遭到袭击,而胡齐斯坦钢铁公司的一处仓库被击中。</p><p>随后伊朗原子能组织宣布,位于伊朗亚兹德省阿尔达坎市的“黄饼”生产厂也遭到袭击。初步调查显示,此次事件未造成任何放射性物质向综合体外部泄漏。</p><p>作为报复措施,<strong>伊朗方面将以色列境内6家钢铁厂及地区5个国家的相关工业设施列为新的报复打击目标</strong>,并警告“地区内<strong>与美以有关联的工业企业及重工业从业人员</strong>,应立即离开工作场所以避免危及生命安全” 。</p><p>与此同时,正在法国参加七国集团外长会的美国国务卿鲁比奥也在周五公开表示,<strong>预计对伊朗的军事行动“将在适当时间结束”,并强调这里讲的是“几周,而不是几个月”</strong>。据媒体报道,鲁比奥在会上告诉其他外长,战争还将持续“两到四周”。</p><h2 id=\"id_3547862171\">大宗商品</h2><p><strong>WTI原油期货结算价升至近4年以来的最高水平</strong></p><p>WTI 5月原油期货收涨5.16美元,涨幅5.46%,报99.64美元/桶,本周累计上涨超过1.43%。布伦特5月原油期货收涨4.56美元,涨幅4.22%,报112.57美元/桶,本周累涨将近0.34%。中东Abu Dhabi Murban原油期货涨5.54%,报118.00美元/桶,本周累跌19.40%。</p><p><strong>现货黄金、白银上涨</strong></p><p>现货黄金涨2.62%,报4495.55美元;现货白银涨2.45%,报69.764美元。</p><h2 id=\"id_2600580727\">国际宏观</h2><p><strong>美消费者信心下滑,短期通胀预期有所回升</strong></p><p>密歇根大学消费者调查主任Joanne Hsu表示,美国3月消费者信心指数下降了6%,降至自2025年12月以来的最低水平。不同年龄段和政治派别的消费者信心均有所下降。中高收入和拥有股票财富的消费者受到汽油价格不断上涨和伊朗冲突后动荡金融市场的影响,其信心降幅尤为显著。</p><p>未来一年的通胀预期从2月的3.4%上升至本月的3.8%,这是自2025年4月以来的最大单月涨幅。目前的读数超过了2024年的数值,并且仍远高于疫情前两年所观察到的2.3%-3.0%的区间。不过,长期通胀预期小幅降至3.2%。</p><h2 id=\"id_3059168711\">公司新闻</h2><p><strong>AI信用风险风向标:甲骨文五年期CDS触及金融危机以来高位</strong></p><p>据洲际交易所数据服务(ICE Data Services)显示,甲骨文五年期债务违约保护成本(CDS)在盘中交易中一度上行0.079个百分点(7.9个基点),至198.58个基点,若以此收盘将创下历史最高纪录,超越2008年12月的此前峰值。</p><p><strong>Anthropic“神话”模型意外曝光 网安板块遭冲击</strong></p><p>由于AI巨头Anthropic尚未公开发布的新闻稿草稿不小心泄露,提及下一代大模型将“带来前所未有的网络安全风险”,周五美股网络安全板块再度遭到打击。</p><p>截至收盘,<a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a>跌5.87%、派拓网络跌5.97%、Zscaler跌5.89%,<a href=\"https://laohu8.com/S/NET\">Cloudflare</a>跌超3%。Global X网络安全ETF跌4.53%,使得年内跌幅扩大至21%。</p><p><strong><a href=\"https://laohu8.com/S/AZN\">阿斯利康</a>COPD新药报捷</strong></p><p>阿斯利康周五逆势上涨2.74%。公司宣布,其实验性单抗药物tozorakimab在两项III期临床试验中达到主要终点,可显著降低慢阻肺(COPD)中重度急性加重发生率。该药通过抑制炎症蛋白IL-33发挥作用,属于首个在晚期COPD试验中取得此类成果的IL-33靶向疗法,此前赛诺菲、罗氏制药均在这一领域折戟。</p><p><strong><a href=\"https://laohu8.com/S/SONY\">索尼</a>再次上调PS5全球售价</strong></p><p>索尼宣布自4月2日起上调PlayStation 5主机全球售价,标准版涨100美元至649.99美元,数字版也上涨100美元至599.99美元,PS5 Pro涨150美元至899.99美元。这是同款产品不到一年内第二次涨价,主要受到内存价格飙升的影响。</p><p><strong>软银再筹400亿美元投资OpenAI</strong></p><p><a href=\"https://laohu8.com/S/SFTBY\">软银集团</a>周五宣布,签署一笔规模400亿美元的过桥贷款,用于支持其对OpenAI的投资并补充企业资金需求,贷款期限为12个月,由<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、<a href=\"https://laohu8.com/S/GS\">高盛</a>、三井住友等机构参与安排。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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昨夜今晨 | 道指跌入调整区间,科技股普跌,两大石油巨头创新高\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\">2026-03-28 07:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 id=\"id_2354045931\">摘要:</h2><ul style=\"\"><li><p>美股收盘:三大指数普跌。纳指连续跌超2%,道指较2月10日创下的历史高位下跌10%,确认进入调整区间。</p></li><li><p>美国国务卿:对伊朗战事还将持续2到4周;实现对伊朗行动目标无需出动地面部队。</p></li><li><p>伊朗武装部队发言人称正在制定战争结束的条件,并警告美方:若发动地面行动将遭对等反制。</p></li><li><p>美国3月消费者信心指数降至自2025年12月以来最低水平,未来一年的通胀预期上升。</p></li><li><p>大型科技股普跌。Meta续跌3.99%,本周大跌超11%。亚马逊跌近4%,特斯拉、微软、谷歌、英伟达跌超2%。</p></li><li><p>WTI原油期货结算价升至近四年以来最高水平,埃克森美孚和雪佛龙均创历史新高。</p></li></ul><h2 id=\"id_961091859\">海外市场</h2><p><strong>美股收盘:三大指数连跌,纳指跌超2%,道指跌入调整区间</strong></p><p>周五,随着伊朗两座大型钢铁厂及配套电力设施,和一处“黄饼”工厂遭到袭击,愈发渺茫的快速停火前景引发新一轮抛售,标普500指数在一周之内接连失守6500点和6400点关口;继昨日纳指跌入技术性调整区间后,道指也在周五跌入调整区间。</p><p>截至收盘,标准普尔500指数跌1.67%,报6368.85点;纳斯达克综合指数跌2.15%,报20948.36点;道琼斯工业平均指数跌1.73%,报45166.64点。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc4f4957aec2c26767c59043b9418f75\" title=\"\" tg-width=\"666\" tg-height=\"285\"/></p><p><strong>特朗普谈战争与股市:我原以为股市会跌得更厉害</strong></p><p>美国总统特朗普在谈及战争与股市时称,原本预计伊朗战争会对股市造成更大的冲击。他说:“我原本以为跌幅会更大一些。”他还补充道:“我还以为油价会涨得更高。”</p><p><strong>板块及个股表现</strong></p><p>大型科技股普跌。<a href=\"https://laohu8.com/S/META\">Meta</a>续跌3.99%,本周大跌超11%。<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌3.95%,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌2.76%、<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌2.51%,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>跌2.49%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌2.17%,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌1.62%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/599d94a1c836eb3c90f43cfd1e0da2d2\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>半导体股普跌。 <a href=\"https://laohu8.com/S/ARM\">ARM Holdings</a> 大跌6.89%,<a href=\"https://laohu8.com/S/AVGO\">博通</a>跌2.82%,英特尔跌2.2%,AMD跌0.87%。另一方面,<a href=\"https://laohu8.com/S/TSM\">台积电</a>涨0.19%。</p><p>受到黄金、白银、原油价格上涨带动,相关资源类公司逆势走高。<a href=\"https://laohu8.com/S/NEM\">纽曼矿业</a>涨2.76%、巴里克矿业涨2.96%、<a href=\"https://laohu8.com/S/PAAS\">泛美白银</a>涨4.13%、<a href=\"https://laohu8.com/S/AG\">First Majestic Silver</a>涨7.04%。<strong>美国两大石油巨头<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>和<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>均创历史新高</strong>。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/efa221d01364a291365e653df88a8a6d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>美国电力生产和零售公司<a href=\"https://laohu8.com/S/ETR\">安特吉</a>(Entergy)周五上涨6.82%,领跑标普500成分股。此前Meta同意承担其路易斯安那州AI数据中心电力服务全部成本。项目涉及7座新的天然气发电厂, 合计提供5.2吉瓦的电力。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cbf77e3f779cbd3a40014d719c031825\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>中概股继续受大盘拖累,纳斯达克中国金龙指数周五收跌1.9%。<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌2.17%、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌0.81%、<a href=\"https://laohu8.com/S/NTES\">网易</a>跌0.62%、<a href=\"https://laohu8.com/S/JD\">京东</a>跌1.64%、<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌1.63%、<a href=\"https://laohu8.com/S/TCOM\">携程</a>跌3.44%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93a2936f46543f9af3a2252a4a9d96d4\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"id_258843040\">伊朗局势</h2><p>综合央视新闻等媒体报道,伊朗方面周五披露,<strong>该国两家大型钢铁厂穆巴拉凯钢铁厂和胡齐斯坦钢铁公司遭到袭击</strong>。穆巴拉凯钢铁厂的一处电力变电站和合金钢生产线遭到袭击,而胡齐斯坦钢铁公司的一处仓库被击中。</p><p>随后伊朗原子能组织宣布,位于伊朗亚兹德省阿尔达坎市的“黄饼”生产厂也遭到袭击。初步调查显示,此次事件未造成任何放射性物质向综合体外部泄漏。</p><p>作为报复措施,<strong>伊朗方面将以色列境内6家钢铁厂及地区5个国家的相关工业设施列为新的报复打击目标</strong>,并警告“地区内<strong>与美以有关联的工业企业及重工业从业人员</strong>,应立即离开工作场所以避免危及生命安全” 。</p><p>与此同时,正在法国参加七国集团外长会的美国国务卿鲁比奥也在周五公开表示,<strong>预计对伊朗的军事行动“将在适当时间结束”,并强调这里讲的是“几周,而不是几个月”</strong>。据媒体报道,鲁比奥在会上告诉其他外长,战争还将持续“两到四周”。</p><h2 id=\"id_3547862171\">大宗商品</h2><p><strong>WTI原油期货结算价升至近4年以来的最高水平</strong></p><p>WTI 5月原油期货收涨5.16美元,涨幅5.46%,报99.64美元/桶,本周累计上涨超过1.43%。布伦特5月原油期货收涨4.56美元,涨幅4.22%,报112.57美元/桶,本周累涨将近0.34%。中东Abu Dhabi Murban原油期货涨5.54%,报118.00美元/桶,本周累跌19.40%。</p><p><strong>现货黄金、白银上涨</strong></p><p>现货黄金涨2.62%,报4495.55美元;现货白银涨2.45%,报69.764美元。</p><h2 id=\"id_2600580727\">国际宏观</h2><p><strong>美消费者信心下滑,短期通胀预期有所回升</strong></p><p>密歇根大学消费者调查主任Joanne Hsu表示,美国3月消费者信心指数下降了6%,降至自2025年12月以来的最低水平。不同年龄段和政治派别的消费者信心均有所下降。中高收入和拥有股票财富的消费者受到汽油价格不断上涨和伊朗冲突后动荡金融市场的影响,其信心降幅尤为显著。</p><p>未来一年的通胀预期从2月的3.4%上升至本月的3.8%,这是自2025年4月以来的最大单月涨幅。目前的读数超过了2024年的数值,并且仍远高于疫情前两年所观察到的2.3%-3.0%的区间。不过,长期通胀预期小幅降至3.2%。</p><h2 id=\"id_3059168711\">公司新闻</h2><p><strong>AI信用风险风向标:甲骨文五年期CDS触及金融危机以来高位</strong></p><p>据洲际交易所数据服务(ICE Data Services)显示,甲骨文五年期债务违约保护成本(CDS)在盘中交易中一度上行0.079个百分点(7.9个基点),至198.58个基点,若以此收盘将创下历史最高纪录,超越2008年12月的此前峰值。</p><p><strong>Anthropic“神话”模型意外曝光 网安板块遭冲击</strong></p><p>由于AI巨头Anthropic尚未公开发布的新闻稿草稿不小心泄露,提及下一代大模型将“带来前所未有的网络安全风险”,周五美股网络安全板块再度遭到打击。</p><p>截至收盘,<a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a>跌5.87%、派拓网络跌5.97%、Zscaler跌5.89%,<a href=\"https://laohu8.com/S/NET\">Cloudflare</a>跌超3%。Global X网络安全ETF跌4.53%,使得年内跌幅扩大至21%。</p><p><strong><a href=\"https://laohu8.com/S/AZN\">阿斯利康</a>COPD新药报捷</strong></p><p>阿斯利康周五逆势上涨2.74%。公司宣布,其实验性单抗药物tozorakimab在两项III期临床试验中达到主要终点,可显著降低慢阻肺(COPD)中重度急性加重发生率。该药通过抑制炎症蛋白IL-33发挥作用,属于首个在晚期COPD试验中取得此类成果的IL-33靶向疗法,此前赛诺菲、罗氏制药均在这一领域折戟。</p><p><strong><a href=\"https://laohu8.com/S/SONY\">索尼</a>再次上调PS5全球售价</strong></p><p>索尼宣布自4月2日起上调PlayStation 5主机全球售价,标准版涨100美元至649.99美元,数字版也上涨100美元至599.99美元,PS5 Pro涨150美元至899.99美元。这是同款产品不到一年内第二次涨价,主要受到内存价格飙升的影响。</p><p><strong>软银再筹400亿美元投资OpenAI</strong></p><p><a href=\"https://laohu8.com/S/SFTBY\">软银集团</a>周五宣布,签署一笔规模400亿美元的过桥贷款,用于支持其对OpenAI的投资并补充企业资金需求,贷款期限为12个月,由<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、<a href=\"https://laohu8.com/S/GS\">高盛</a>、三井住友等机构参与安排。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113244210","content_text":"摘要:美股收盘:三大指数普跌。纳指连续跌超2%,道指较2月10日创下的历史高位下跌10%,确认进入调整区间。美国国务卿:对伊朗战事还将持续2到4周;实现对伊朗行动目标无需出动地面部队。伊朗武装部队发言人称正在制定战争结束的条件,并警告美方:若发动地面行动将遭对等反制。美国3月消费者信心指数降至自2025年12月以来最低水平,未来一年的通胀预期上升。大型科技股普跌。Meta续跌3.99%,本周大跌超11%。亚马逊跌近4%,特斯拉、微软、谷歌、英伟达跌超2%。WTI原油期货结算价升至近四年以来最高水平,埃克森美孚和雪佛龙均创历史新高。海外市场美股收盘:三大指数连跌,纳指跌超2%,道指跌入调整区间周五,随着伊朗两座大型钢铁厂及配套电力设施,和一处“黄饼”工厂遭到袭击,愈发渺茫的快速停火前景引发新一轮抛售,标普500指数在一周之内接连失守6500点和6400点关口;继昨日纳指跌入技术性调整区间后,道指也在周五跌入调整区间。截至收盘,标准普尔500指数跌1.67%,报6368.85点;纳斯达克综合指数跌2.15%,报20948.36点;道琼斯工业平均指数跌1.73%,报45166.64点。特朗普谈战争与股市:我原以为股市会跌得更厉害美国总统特朗普在谈及战争与股市时称,原本预计伊朗战争会对股市造成更大的冲击。他说:“我原本以为跌幅会更大一些。”他还补充道:“我还以为油价会涨得更高。”板块及个股表现大型科技股普跌。Meta续跌3.99%,本周大跌超11%。亚马逊跌3.95%,特斯拉跌2.76%、微软跌2.51%,谷歌跌2.49%,英伟达跌2.17%,苹果跌1.62%。半导体股普跌。 ARM Holdings 大跌6.89%,博通跌2.82%,英特尔跌2.2%,AMD跌0.87%。另一方面,台积电涨0.19%。受到黄金、白银、原油价格上涨带动,相关资源类公司逆势走高。纽曼矿业涨2.76%、巴里克矿业涨2.96%、泛美白银涨4.13%、First Majestic Silver涨7.04%。美国两大石油巨头埃克森美孚和雪佛龙均创历史新高。美国电力生产和零售公司安特吉(Entergy)周五上涨6.82%,领跑标普500成分股。此前Meta同意承担其路易斯安那州AI数据中心电力服务全部成本。项目涉及7座新的天然气发电厂, 合计提供5.2吉瓦的电力。中概股继续受大盘拖累,纳斯达克中国金龙指数周五收跌1.9%。阿里巴巴跌2.17%、拼多多跌0.81%、网易跌0.62%、京东跌1.64%、百度跌1.63%、携程跌3.44%。伊朗局势综合央视新闻等媒体报道,伊朗方面周五披露,该国两家大型钢铁厂穆巴拉凯钢铁厂和胡齐斯坦钢铁公司遭到袭击。穆巴拉凯钢铁厂的一处电力变电站和合金钢生产线遭到袭击,而胡齐斯坦钢铁公司的一处仓库被击中。随后伊朗原子能组织宣布,位于伊朗亚兹德省阿尔达坎市的“黄饼”生产厂也遭到袭击。初步调查显示,此次事件未造成任何放射性物质向综合体外部泄漏。作为报复措施,伊朗方面将以色列境内6家钢铁厂及地区5个国家的相关工业设施列为新的报复打击目标,并警告“地区内与美以有关联的工业企业及重工业从业人员,应立即离开工作场所以避免危及生命安全” 。与此同时,正在法国参加七国集团外长会的美国国务卿鲁比奥也在周五公开表示,预计对伊朗的军事行动“将在适当时间结束”,并强调这里讲的是“几周,而不是几个月”。据媒体报道,鲁比奥在会上告诉其他外长,战争还将持续“两到四周”。大宗商品WTI原油期货结算价升至近4年以来的最高水平WTI 5月原油期货收涨5.16美元,涨幅5.46%,报99.64美元/桶,本周累计上涨超过1.43%。布伦特5月原油期货收涨4.56美元,涨幅4.22%,报112.57美元/桶,本周累涨将近0.34%。中东Abu Dhabi Murban原油期货涨5.54%,报118.00美元/桶,本周累跌19.40%。现货黄金、白银上涨现货黄金涨2.62%,报4495.55美元;现货白银涨2.45%,报69.764美元。国际宏观美消费者信心下滑,短期通胀预期有所回升密歇根大学消费者调查主任Joanne Hsu表示,美国3月消费者信心指数下降了6%,降至自2025年12月以来的最低水平。不同年龄段和政治派别的消费者信心均有所下降。中高收入和拥有股票财富的消费者受到汽油价格不断上涨和伊朗冲突后动荡金融市场的影响,其信心降幅尤为显著。未来一年的通胀预期从2月的3.4%上升至本月的3.8%,这是自2025年4月以来的最大单月涨幅。目前的读数超过了2024年的数值,并且仍远高于疫情前两年所观察到的2.3%-3.0%的区间。不过,长期通胀预期小幅降至3.2%。公司新闻AI信用风险风向标:甲骨文五年期CDS触及金融危机以来高位据洲际交易所数据服务(ICE Data Services)显示,甲骨文五年期债务违约保护成本(CDS)在盘中交易中一度上行0.079个百分点(7.9个基点),至198.58个基点,若以此收盘将创下历史最高纪录,超越2008年12月的此前峰值。Anthropic“神话”模型意外曝光 网安板块遭冲击由于AI巨头Anthropic尚未公开发布的新闻稿草稿不小心泄露,提及下一代大模型将“带来前所未有的网络安全风险”,周五美股网络安全板块再度遭到打击。截至收盘,CrowdStrike跌5.87%、派拓网络跌5.97%、Zscaler跌5.89%,Cloudflare跌超3%。Global X网络安全ETF跌4.53%,使得年内跌幅扩大至21%。阿斯利康COPD新药报捷阿斯利康周五逆势上涨2.74%。公司宣布,其实验性单抗药物tozorakimab在两项III期临床试验中达到主要终点,可显著降低慢阻肺(COPD)中重度急性加重发生率。该药通过抑制炎症蛋白IL-33发挥作用,属于首个在晚期COPD试验中取得此类成果的IL-33靶向疗法,此前赛诺菲、罗氏制药均在这一领域折戟。索尼再次上调PS5全球售价索尼宣布自4月2日起上调PlayStation 5主机全球售价,标准版涨100美元至649.99美元,数字版也上涨100美元至599.99美元,PS5 Pro涨150美元至899.99美元。这是同款产品不到一年内第二次涨价,主要受到内存价格飙升的影响。软银再筹400亿美元投资OpenAI软银集团周五宣布,签署一笔规模400亿美元的过桥贷款,用于支持其对OpenAI的投资并补充企业资金需求,贷款期限为12个月,由摩根大通、高盛、三井住友等机构参与安排。","news_type":1,"symbols_score_info":{".IXIC":2,".DJI":2,".SPX":2}},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":547157100385872,"gmtCreate":1774606766575,"gmtModify":1774606769175,"author":{"id":"3575112980638286","authorId":"3575112980638286","name":"kikijoblor","avatar":"https://static.tigerbbs.com/f5e0c90c5476db763ae92614727b750d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575112980638286","authorIdStr":"3575112980638286"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547157100385872","repostId":"1104289845","repostType":2,"repost":{"id":"1104289845","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":1774598406,"share":"https://www.laohu8.com/m/news/1104289845?lang=zh_CN&edition=full","pubTime":"2026-03-27 16:00","market":"us","language":"zh","title":"抢先入场!美资管公司申请推出2倍做多SpaceX和Anthropic的ETF","url":"https://stock-news.laohu8.com/highlight/detail?id=1104289845","media":"老虎资讯综合","summary":"3月27日,据监管文件显示,美国资管公司REX Shares和Tuttle Capital Management计划推出与SpaceX和Anthropic尚未发行的公开交易普通股挂钩的2倍杠杆交易所交易基金,试图尽早搭上今年美股最受欢迎的两宗首次公开募股“顺风车”。据悉,日后持有T-Rex2x Long SpaceX Daily Target ETF和T-Rex2x Long Anthropic Daily Target ETF这两只基金的投资者,将获得这两家公司上市后每日涨幅200%的回报。SpaceX和Anthropic这两家公司预计将成为2026年最受期待的两宗IPO交易。SpaceX可能在数天或数周内提交IPO申请,而Anthropic的IPO预计将在今年进行。","content":"<html><head></head><body><p>3月27日,据监管文件显示,美国资管公司REX Shares和Tuttle Capital Management计划推出与SpaceX和Anthropic尚未发行的公开交易普通股挂钩的2倍杠杆交易所交易基金(ETF),试图尽早搭上今年美股最受欢迎的两宗首次公开募股(IPO)“顺风车”。</p><p>据悉,日后持有T-Rex2x Long SpaceX Daily Target ETF和T-Rex2x Long Anthropic Daily Target ETF这两只基金的投资者,将获得这两家公司上市后每日涨幅200%的回报。</p><p>SpaceX和Anthropic这两家公司预计将成为2026年最受期待的两宗IPO交易。SpaceX可能在数天或数周内提交IPO申请,而Anthropic的IPO预计将在今年进行。</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>抢先入场!美资管公司申请推出2倍做多SpaceX和Anthropic的ETF</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n抢先入场!美资管公司申请推出2倍做多SpaceX和Anthropic的ETF\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\">2026-03-27 16:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月27日,据监管文件显示,美国资管公司REX Shares和Tuttle Capital Management计划推出与SpaceX和Anthropic尚未发行的公开交易普通股挂钩的2倍杠杆交易所交易基金(ETF),试图尽早搭上今年美股最受欢迎的两宗首次公开募股(IPO)“顺风车”。</p><p>据悉,日后持有T-Rex2x Long SpaceX Daily Target ETF和T-Rex2x Long Anthropic Daily Target ETF这两只基金的投资者,将获得这两家公司上市后每日涨幅200%的回报。</p><p>SpaceX和Anthropic这两家公司预计将成为2026年最受期待的两宗IPO交易。SpaceX可能在数天或数周内提交IPO申请,而Anthropic的IPO预计将在今年进行。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8fd5271ba4885dabd7633b23dfb3304b","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104289845","content_text":"3月27日,据监管文件显示,美国资管公司REX Shares和Tuttle Capital Management计划推出与SpaceX和Anthropic尚未发行的公开交易普通股挂钩的2倍杠杆交易所交易基金(ETF),试图尽早搭上今年美股最受欢迎的两宗首次公开募股(IPO)“顺风车”。据悉,日后持有T-Rex2x Long SpaceX Daily Target ETF和T-Rex2x Long Anthropic Daily Target ETF这两只基金的投资者,将获得这两家公司上市后每日涨幅200%的回报。SpaceX和Anthropic这两家公司预计将成为2026年最受期待的两宗IPO交易。SpaceX可能在数天或数周内提交IPO申请,而Anthropic的IPO预计将在今年进行。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546882080986848,"gmtCreate":1774539685055,"gmtModify":1774539687174,"author":{"id":"3575112980638286","authorId":"3575112980638286","name":"kikijoblor","avatar":"https://static.tigerbbs.com/f5e0c90c5476db763ae92614727b750d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575112980638286","authorIdStr":"3575112980638286"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546882080986848","repostId":"2622861842","repostType":2,"repost":{"id":"2622861842","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":1774539315,"share":"https://www.laohu8.com/m/news/2622861842?lang=zh_CN&edition=full","pubTime":"2026-03-26 23:35","market":"other","language":"zh","title":"存储抛售是错杀?大摩:传统周期卖出逻辑不适用,TurboQuant恐慌是认知偏差!","url":"https://stock-news.laohu8.com/highlight/detail?id=2622861842","media":"华尔街见闻","summary":"摩根士丹利报告指出,存储芯片股近期因谷歌TurboQuant技术引发的需求担忧遭遇抛售,但这一担忧被过度放大。该技术旨在扩展模型能力而非削减存储采购,对存储市场并无实质性影响。AI已令DRAM供应从松弛转为紧缺,PC与智能手机生产均受内存制约,存储已成为AI基础设施扩张的核心瓶颈。该行认为,当前估值下的悲观情绪被过度放大,供需紧张态势料将持续数年。","content":"<html><head></head><body><blockquote><p>摩根士丹利报告指出,存储芯片股近期因谷歌TurboQuant技术引发的需求担忧遭遇抛售,但这一担忧被过度放大。该技术旨在扩展模型能力而非削减存储采购,对存储市场并无实质性影响。AI已令DRAM供应从松弛转为紧缺,PC与智能手机生产均受内存制约,存储已成为AI基础设施扩张的核心瓶颈。该行认为,当前估值下的悲观情绪被过度放大,供需紧张态势料将持续数年。</p></blockquote><p style=\"text-align: justify;\">美国存储芯片股近期因谷歌TurboQuant内存优化技术引发的需求担忧而遭遇大幅抛售,但摩根士丹利认为,市场正以传统周期股的逻辑错误定价一个结构性短缺故事。</p><p style=\"text-align: justify;\">在最新发布的报告中,该行<strong>维持了对美国存储芯片股的超配评级</strong>,认为近期市场抛售属于正常获利了结,而非周期见顶信号。存储器已从AI需求的受益者演变为AI基础设施扩张的核心瓶颈,<strong>供需紧张态势料将持续数年,当前估值仍具吸引力</strong>。</p><p style=\"text-align: justify;\">摩根士丹利认为,<strong>市场对资本开支上升、需求破坏及谷歌内存优化技术等利空因素的担忧被过度解读</strong>。</p><p style=\"text-align: justify;\">对于谷歌TurboQuant内存优化技术,摩根士丹利分析师Joseph Moore认为其属于渐进式演进,<strong>目的在于扩展上下文窗口、提升模型能力,而非削减存储需求,对存储市场基本没有实质性影响。</strong></p><h2 id=\"id_1424086571\">谷歌TurboQuant技术冲击被过度解读</h2><p style=\"text-align: justify;\">报告专门回应了近期引发存储股下跌的谷歌“TurboQuant”内存优化技术。谷歌介绍了一种针对键值缓存(KV Cache)的数据压缩算法,并于近日宣布即将推出。<strong>市场广泛流传“谷歌将内存使用量降低6倍”的说法,导致存储股再度承压。</strong></p><p style=\"text-align: justify;\">摩根士丹利在与业内人士沟通后认为,这属于渐进式技术演进,对存储需求基本没有实质性影响。报告解释称,KV Cache通常存储于高带宽内存中,其容量固定无法改变;若需额外缓存卸载,通常转移至机架内18TB的LPDDR5内存,同样容量固定。更高效的KV Cache使用对第三层存储(SSD或HDD)可能有一定影响,但业内人士普遍反映,<strong>相关改进主要用于扩展上下文窗口、提升模型能力,而非削减存储成本。</strong></p><p style=\"text-align: justify;\">报告还援引谷歌自身案例指出,Gemini 1.5 Pro曾测试1000万token上下文窗口并取得良好效果,但因推理成本过高而未发布。随着类似优化技术降低成本,预计将被用于支持更高智能、更高算力的产品,而非减少存储需求。</p><h2 id=\"id_3529761704\">AI吞噬产能,存储成为算力扩张瓶颈</h2><p style=\"text-align: justify;\">摩根士丹利报告表示,<strong>此轮存储周期与历史规律存在本质差异</strong>。报告指出,AI对DRAM的消耗已大到令其他终端市场出现供应短缺——PC和智能手机的生产均受到内存供应不足的制约。</p><p style=\"text-align: justify;\">此前三年市场普遍认为DRAM供应存在松弛空间,但这一缓冲已经消失。AI数据中心对高带宽内存(HBM)的需求持续攀升,HBM4的复杂性将进一步吸收产能,而Rubin Ultra平台明年上线后相关内存容量需求将翻倍。与此同时,机架用低功耗DDR5及企业级存储需求同样呈爆发式增长。</p><p style=\"text-align: justify;\">摩根士丹利还指出,AI资本开支增速超过50%,且随着AI在整体支出中占比持续扩大,这一趋势每年都在强化。更高的资本开支固然会带来更多供给,但这并非传统意义上由智能手机和服务器市场3%至5%增长驱动的供给扩张,其量级不可同日而语。</p><p style=\"text-align: justify;\"><strong>报告援引OpenAI暂停旗下AI视频生成应用Sora一事,作为算力供给不足的佐证</strong>。摩根士丹利认为,这一事件清晰印证了其投资主题——<strong>在token数量每周以两位数速度增长的背景下,算力供给严重不足,需求远超供给</strong>。视频生成对存储和HDD的需求极为密集,存储短缺可能也是Sora暂停的因素之一。</p><p style=\"text-align: justify;\">报告指出,<strong>对于需求旺盛到无法被完全满足的商品而言,在当前估值水平下很难持过度悲观的立场。</strong></p><h2 id=\"id_3505269910\">美光上看520美元,SanDisk目标690美元</h2><p style=\"text-align: justify;\"><strong>摩根士丹利对美光科技维持超配评级,目标价520美元</strong>,对应约25倍穿越周期每股收益21美元,较当前股价382.09美元有约36%上行空间。牛市情景下目标价为700美元(28倍穿越周期EPS 25美元),熊市情景下目标价为240美元。该行预测美光2026财年GAAP营收达1104.89亿美元,非GAAP每股收益59.36美元,非GAAP毛利率77.8%。</p><p style=\"text-align: justify;\"><strong>对于SanDisk,摩根士丹利目标价690美元</strong>,对应23倍穿越周期EPS 30美元,较当前股价677.86美元上行约1.8%。牛市情景目标价875美元,熊市情景350美元。该行预测SanDisk 2026财年GAAP营收154.99亿美元,非GAAP每股收益41.09美元,非GAAP毛利率60.2%。</p><p style=\"text-align: justify;\">报告指出,两家公司在当前盈利水平下的年化自由现金流可达各自市值的15%至25%。即便考虑到周期性因素,两年以上的高盈利持续期已足以支撑股价实质性上涨。</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>存储抛售是错杀?大摩:传统周期卖出逻辑不适用,TurboQuant恐慌是认知偏差!</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n存储抛售是错杀?大摩:传统周期卖出逻辑不适用,TurboQuant恐慌是认知偏差!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-26 23:35 北京时间 <a href=https://wallstreetcn.com/articles/3768490><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利报告指出,存储芯片股近期因谷歌TurboQuant技术引发的需求担忧遭遇抛售,但这一担忧被过度放大。该技术旨在扩展模型能力而非削减存储采购,对存储市场并无实质性影响。AI已令DRAM供应从松弛转为紧缺,PC与智能手机生产均受内存制约,存储已成为AI基础设施扩张的核心瓶颈。该行认为,当前估值下的悲观情绪被过度放大,供需紧张态势料将持续数年。美国存储芯片股近期因谷歌TurboQuant内存...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3768490\">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/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","BK4561":"索罗斯持仓","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1196500208.SGD":"NORDEA STABLE RETURN \"HB\" (SGDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) 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USD"},"source_url":"https://wallstreetcn.com/articles/3768490","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2622861842","content_text":"摩根士丹利报告指出,存储芯片股近期因谷歌TurboQuant技术引发的需求担忧遭遇抛售,但这一担忧被过度放大。该技术旨在扩展模型能力而非削减存储采购,对存储市场并无实质性影响。AI已令DRAM供应从松弛转为紧缺,PC与智能手机生产均受内存制约,存储已成为AI基础设施扩张的核心瓶颈。该行认为,当前估值下的悲观情绪被过度放大,供需紧张态势料将持续数年。美国存储芯片股近期因谷歌TurboQuant内存优化技术引发的需求担忧而遭遇大幅抛售,但摩根士丹利认为,市场正以传统周期股的逻辑错误定价一个结构性短缺故事。在最新发布的报告中,该行维持了对美国存储芯片股的超配评级,认为近期市场抛售属于正常获利了结,而非周期见顶信号。存储器已从AI需求的受益者演变为AI基础设施扩张的核心瓶颈,供需紧张态势料将持续数年,当前估值仍具吸引力。摩根士丹利认为,市场对资本开支上升、需求破坏及谷歌内存优化技术等利空因素的担忧被过度解读。对于谷歌TurboQuant内存优化技术,摩根士丹利分析师Joseph Moore认为其属于渐进式演进,目的在于扩展上下文窗口、提升模型能力,而非削减存储需求,对存储市场基本没有实质性影响。谷歌TurboQuant技术冲击被过度解读报告专门回应了近期引发存储股下跌的谷歌“TurboQuant”内存优化技术。谷歌介绍了一种针对键值缓存(KV Cache)的数据压缩算法,并于近日宣布即将推出。市场广泛流传“谷歌将内存使用量降低6倍”的说法,导致存储股再度承压。摩根士丹利在与业内人士沟通后认为,这属于渐进式技术演进,对存储需求基本没有实质性影响。报告解释称,KV Cache通常存储于高带宽内存中,其容量固定无法改变;若需额外缓存卸载,通常转移至机架内18TB的LPDDR5内存,同样容量固定。更高效的KV Cache使用对第三层存储(SSD或HDD)可能有一定影响,但业内人士普遍反映,相关改进主要用于扩展上下文窗口、提升模型能力,而非削减存储成本。报告还援引谷歌自身案例指出,Gemini 1.5 Pro曾测试1000万token上下文窗口并取得良好效果,但因推理成本过高而未发布。随着类似优化技术降低成本,预计将被用于支持更高智能、更高算力的产品,而非减少存储需求。AI吞噬产能,存储成为算力扩张瓶颈摩根士丹利报告表示,此轮存储周期与历史规律存在本质差异。报告指出,AI对DRAM的消耗已大到令其他终端市场出现供应短缺——PC和智能手机的生产均受到内存供应不足的制约。此前三年市场普遍认为DRAM供应存在松弛空间,但这一缓冲已经消失。AI数据中心对高带宽内存(HBM)的需求持续攀升,HBM4的复杂性将进一步吸收产能,而Rubin Ultra平台明年上线后相关内存容量需求将翻倍。与此同时,机架用低功耗DDR5及企业级存储需求同样呈爆发式增长。摩根士丹利还指出,AI资本开支增速超过50%,且随着AI在整体支出中占比持续扩大,这一趋势每年都在强化。更高的资本开支固然会带来更多供给,但这并非传统意义上由智能手机和服务器市场3%至5%增长驱动的供给扩张,其量级不可同日而语。报告援引OpenAI暂停旗下AI视频生成应用Sora一事,作为算力供给不足的佐证。摩根士丹利认为,这一事件清晰印证了其投资主题——在token数量每周以两位数速度增长的背景下,算力供给严重不足,需求远超供给。视频生成对存储和HDD的需求极为密集,存储短缺可能也是Sora暂停的因素之一。报告指出,对于需求旺盛到无法被完全满足的商品而言,在当前估值水平下很难持过度悲观的立场。美光上看520美元,SanDisk目标690美元摩根士丹利对美光科技维持超配评级,目标价520美元,对应约25倍穿越周期每股收益21美元,较当前股价382.09美元有约36%上行空间。牛市情景下目标价为700美元(28倍穿越周期EPS 25美元),熊市情景下目标价为240美元。该行预测美光2026财年GAAP营收达1104.89亿美元,非GAAP每股收益59.36美元,非GAAP毛利率77.8%。对于SanDisk,摩根士丹利目标价690美元,对应23倍穿越周期EPS 30美元,较当前股价677.86美元上行约1.8%。牛市情景目标价875美元,熊市情景350美元。该行预测SanDisk 2026财年GAAP营收154.99亿美元,非GAAP每股收益41.09美元,非GAAP毛利率60.2%。报告指出,两家公司在当前盈利水平下的年化自由现金流可达各自市值的15%至25%。即便考虑到周期性因素,两年以上的高盈利持续期已足以支撑股价实质性上涨。","news_type":1,"symbols_score_info":{"SNDK":2,"MU":2,"STX":2,"WDC":2}},"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546860049258224,"gmtCreate":1774534306984,"gmtModify":1774534309058,"author":{"id":"3575112980638286","authorId":"3575112980638286","name":"kikijoblor","avatar":"https://static.tigerbbs.com/f5e0c90c5476db763ae92614727b750d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575112980638286","authorIdStr":"3575112980638286"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546860049258224","repostId":"1199428643","repostType":2,"repost":{"id":"1199428643","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":1774534180,"share":"https://www.laohu8.com/m/news/1199428643?lang=zh_CN&edition=full","pubTime":"2026-03-26 22:09","market":"us","language":"zh","title":"美股半导体板块普跌!拉姆研究跌近7%,应用材料、泰瑞达跌超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1199428643","media":"老虎资讯综合","summary":"3月26日,美股半导体板块普跌,$拉姆研究(LRCX)$跌近7%,$应用材料(AMAT)$、$泰瑞达(TER)$跌超5%,$科磊(KLAC)$跌超4%,$英特尔(INTC)$、$阿斯麦(ASML)$、$台积电(TSM)$跌超3%。","content":"<html><head></head><body><p>3月26日,美股半导体板块普跌,<a href=\"https://laohu8.com/S/LRCX\">拉姆研究</a>跌近7%,<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>、<a href=\"https://laohu8.com/S/TER\">泰瑞达</a>跌超5%,<a href=\"https://laohu8.com/S/KLAC\">科磊</a>跌超4%,<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>、<a href=\"https://laohu8.com/S/TSM\">台积电</a>跌超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cbee1aa2428b067017bfcc5a01cbd7a\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股半导体板块普跌!拉姆研究跌近7%,应用材料、泰瑞达跌超5%\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\">2026-03-26 22:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月26日,美股半导体板块普跌,<a href=\"https://laohu8.com/S/LRCX\">拉姆研究</a>跌近7%,<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>、<a href=\"https://laohu8.com/S/TER\">泰瑞达</a>跌超5%,<a href=\"https://laohu8.com/S/KLAC\">科磊</a>跌超4%,<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>、<a href=\"https://laohu8.com/S/TSM\">台积电</a>跌超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cbee1aa2428b067017bfcc5a01cbd7a\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"159582":"半导体","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) 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USD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199428643","content_text":"3月26日,美股半导体板块普跌,拉姆研究跌近7%,应用材料、泰瑞达跌超5%,科磊跌超4%,英特尔、阿斯麦、台积电跌超3%。","news_type":1,"symbols_score_info":{"159582":1.5,"LRCX":1.5,"SOXQ":1.5,"SOXX":1.5,"USD":1.5,"SOXL":1.5,"LRCU":0.6,"VGT":1.5,"TER":1.5,"SMH":1.5,"AMAT":1.5,"SOXS":1.5,"TERG":0.6}},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546783100364632,"gmtCreate":1774515522310,"gmtModify":1774515524840,"author":{"id":"3575112980638286","authorId":"3575112980638286","name":"kikijoblor","avatar":"https://static.tigerbbs.com/f5e0c90c5476db763ae92614727b750d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575112980638286","authorIdStr":"3575112980638286"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546783100364632","repostId":"2622183290","repostType":2,"repost":{"id":"2622183290","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":1774513723,"share":"https://www.laohu8.com/m/news/2622183290?lang=zh_CN&edition=full","pubTime":"2026-03-26 16:28","market":"fut","language":"zh","title":"Labubu神话破灭?海外增长不及预期,三大投行同步下调泡泡玛特目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2622183290","media":"华尔街见闻","summary":"高盛、大摩、瑞银同步下调泡泡玛特盈利预测与目标价。三家机构的共同判断是,海外扩张引擎正在降温,短期增速波动将加剧股价波动,但长期IP生态价值仍可支撑基本面。市场争议的核心在于:增速放缓究竟是主动运营调整带来的暂时现象,还是Labubu现象级热度见顶后IP周期拐点的到来。","content":"<html><head></head><body><blockquote><p>高盛、大摩、瑞银同步下调泡泡玛特盈利预测与目标价。三家机构的共同判断是,海外扩张引擎正在降温,短期增速波动将加剧股价波动,但长期IP生态价值仍可支撑基本面。市场争议的核心在于:增速放缓究竟是主动运营调整带来的暂时现象,还是Labubu现象级热度见顶后IP周期拐点的到来。</p></blockquote><p style=\"text-align: justify;\">当增速开始无法支撑估值,神话便需要重写。</p><p style=\"text-align: justify;\">泡泡玛特公布2025年下半年业绩后,公司股价单日暴跌逾22%,高盛、摩根士丹利、瑞银三家主要投行同步下调公司盈利预测与目标价,华尔街对这家Labubu缔造者"高速增长"叙事的重新定价正式开启。</p><p style=\"text-align: justify;\">最新财报数据显示,泡泡玛特2025年下半年营收同比增长174%至人民币232亿元,净利润同比增长272%至82亿元,但分别低于高盛预期8%和10%。</p><p style=\"text-align: justify;\">业绩缺口的核心来源是海外市场——美洲地区下半年同比增速从第三季度的逾1265%骤降至633%,欧洲及其他地区则从735%以上滑落至436%,双双大幅不及预期。受此冲击,3月25日股价单日下跌约22%至23%,同期恒生指数上涨1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfe289d985fa83c8c0f62a3ee56ac8a2\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">三大投行随即先后出手。高盛将公司2026至2027年盈利预测下调18%,12个月目标价从300港元大幅削减至184港元,评级维持中性。大摩则将2026至2027年营收预测下调4%至5%,净利润预测下调约4%,目标价从325港元降至278港元,但坚持"增持"评级并维持首选股地位。瑞银则将2026至2028年调整后净利润预测下调7%至13%,目标价从326港元调整为278港元,买入评级不变。</p><p style=\"text-align: justify;\">三家机构的共同判断是,<strong>海外扩张引擎正在降温,短期增速波动将加剧股价波动,但长期IP生态价值仍可支撑基本面。市场争议的核心在于:增速放缓究竟是主动运营调整带来的暂时现象,还是Labubu现象级热度见顶后IP周期拐点的到来。</strong></p><h2 id=\"55812a97\">海外市场失速,业绩全面低于预期</h2><p style=\"text-align: justify;\">2025年下半年,泡泡玛特实现总销售额人民币232.44亿元,同比增长174%;净利润人民币82.01亿元,同比增长272%。数字依然亮眼,但问题在于:这双双低于高盛此前预期约8%至10%。</p><p style=\"text-align: justify;\">从地区结构来看,大中华区(含中国大陆、香港、澳门及台湾)实际表现超出预期,同比增长134%,高于高盛预测约5%;亚太区基本符合预期,同比增长123%。<strong>然而,两大海外核心市场的表现令市场大失所望:</strong></p><blockquote><p style=\"text-align: justify;\">美洲市场: 同比增长633%,看似仍是天文数字,但三季度增速曾高达1,265%-1,270%,环比大幅减速,比高盛预期低约14%;</p><p style=\"text-align: justify;\">欧洲及其他地区: 同比增长436%,较三季度735%-740%的增速同样大幅放缓,低于高盛预期达66%。</p></blockquote><p style=\"text-align: justify;\">海外销售额实际为人民币106.75亿元,而高盛此前的预期为人民币132.31亿元,差距高达19.3%。净利润的缺口还部分源于外汇损失的拖累。</p><p style=\"text-align: justify;\">高盛在与投资者的沟通中指出,<strong>市场反应主要反映了对增速减速的担忧,尤其是美国市场的第三方数据显示年初至今仍在持续减速,以及IP/产品周期风险。</strong></p><p style=\"text-align: justify;\">大摩则表示,<strong>来自第三方渠道的数据显示,美国市场今年迄今的增长仍在进一步放缓,这是投资者情绪转向悲观的重要驱动因素之一。</strong></p><h2 id=\"9e2b1c8c\">三大投行分歧:下调幅度与评级立场各异</h2><p style=\"text-align: justify;\">尽管面对同一份低于预期的业绩,三家投行在调整力度与评级立场上出现明显分化。</p><p style=\"text-align: justify;\">高盛的调整幅度最大。分析师Michelle Cheng团队将2026至2027年盈利预测下调18%,主要基于三方面判断:</p><blockquote><p style=\"text-align: justify;\">一是美国市场新产品售价因关税税率下调而面临下行压力;</p><p style=\"text-align: justify;\">二是原材料价格高位带来毛利率压力;</p><p style=\"text-align: justify;\">三是海外扩张放缓削弱运营杠杆效应。</p></blockquote><p style=\"text-align: justify;\">在估值端,高盛将目标市盈率从20倍下调至15倍,并将估值参照系切换为迪士尼10年历史均值以下1个标准差水平,12个月目标价从300港元大幅削至184港元,较当前股价168.3港元上行空间仅约9.3%,评级维持中性。</p><p style=\"text-align: justify;\"><strong>摩根士丹利态度明显更为乐观。</strong></p><p style=\"text-align: justify;\">分析师Dustin Wei团队在下调2026至2027年盈利约4%后,将目标价从325港元降至278港元,目标市盈率从26倍降至23倍(对应PEG约1.3倍,基于2025至2027年每股收益年复合增速22%),但坚持"增持"评级,并将泡泡玛特保留在首选股名单。</p><p style=\"text-align: justify;\"><strong>大摩认为,当前约14倍2026年预期市盈率已属低估,公司"仍在一个不断扩大的全球IP收藏品市场中持续扩大份额",而2026年的业务调整努力有望使竞争力在2027至2028年进一步提升。</strong></p><p style=\"text-align: justify;\">瑞银的调整同样相对温和。</p><p style=\"text-align: justify;\">该行将2026至2028年调整后净利润预测下调7%至13%,其中海外预测削减幅度较大,但国内预测有所上调,目标价从326港元下调至278港元,买入评级不变,认为当前估值具备吸引力。</p><p style=\"text-align: justify;\">三家机构对2026年营收的预测本身也存在一定差异:高盛预测449亿元(同比增约21%),摩根士丹利预测459亿元(增约24%),瑞银预测约450亿元(增约21%)。</p><p style=\"text-align: justify;\"><strong>三大投行在联手下调预测的同时,对泡泡玛特中长期前景的判断出现了显著分歧,折射出市场的深层博弈:</strong></p><p style=\"text-align: justify;\"><strong>高盛选择以迪士尼历史估值为锚,认为当前增速放缓理应带来估值倍数压缩,近期IP/产品周期的不确定性使超配仓位的风险收益比有限,故维持"中性";摩根士丹利则坚守"全球IP收藏品市场份额仍在扩大"的长期叙事,将其比作"Sanrio+万代+乐高+迪士尼"的早期组合,认为当前估值被低估;瑞银从基本面增长角度出发,看好中国市场韧性,维持"买入"。</strong></p><h2 id=\"2026\">管理层定调2026:整固优先,审慎扩张</h2><p style=\"text-align: justify;\">管理层在业绩发布会上释放的信号整体偏向审慎,主动将2026年定位为"运营整固与组织优化之年",在2025年大幅超越自身预期的高速增长之后有意降速,以夯实可持续健康增长的基础。</p><p style=\"text-align: justify;\">就核心业绩指引而言,公司设定2026年营收增速目标不低于20%,同时承诺不以牺牲盈利能力为代价。鉴于原材料成本和物流费用的不确定性,毛利率具体指引推迟至5月季度业务更新会议时披露。公司同时宣布新增每年5月和11月的季度业务更新机制,以增强经营透明度。</p><p style=\"text-align: justify;\">摩根士丹利在研报中特别指出,<strong>管理层已主动推迟Labubu 4.0系列及纽约旗舰店(时代广场和第五大道)的开业节奏,认为2026年相对保守的增长目标部分源于公司的主动管理,而非单纯的市场需求放缓。</strong></p><p style=\"text-align: justify;\">从运营布局看,国内市场重心将转向门店翻新,计划翻新门店数量超过2025年,并新开数家旗舰店(管理层表示,2025年完成升级的门店店效翻倍,面积扩大30%至50%)。</p><p style=\"text-align: justify;\">海外方面,管理层计划在2026年使美国门店数量突破100家,同时将目光投向中低线城市及旅游热门目的地(如芭提雅、巴厘岛)和国际枢纽机场(如成田、多哈)等白地市场。</p><p style=\"text-align: justify;\">值得关注的是,2025年全年海外线上渠道占比首次超过线下门店。管理层表示,美国在线销售占比偏高主要反映了线下渠道运营压力,长期来看线下占比将逐步回升,但2026年可能仍以线上为主。</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>Labubu神话破灭?海外增长不及预期,三大投行同步下调泡泡玛特目标价</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLabubu神话破灭?海外增长不及预期,三大投行同步下调泡泡玛特目标价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-26 16:28 北京时间 <a href=https://wallstreetcn.com/articles/3768446><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛、大摩、瑞银同步下调泡泡玛特盈利预测与目标价。三家机构的共同判断是,海外扩张引擎正在降温,短期增速波动将加剧股价波动,但长期IP生态价值仍可支撑基本面。市场争议的核心在于:增速放缓究竟是主动运营调整带来的暂时现象,还是Labubu现象级热度见顶后IP周期拐点的到来。当增速开始无法支撑估值,神话便需要重写。泡泡玛特公布2025年下半年业绩后,公司股价单日暴跌逾22%,高盛、摩根士丹利、瑞银三家...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3768446\">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/30dc37d452f250ce3fb402a1655ca971","relate_stocks":{"LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) 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INC"},"source_url":"https://wallstreetcn.com/articles/3768446","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2622183290","content_text":"高盛、大摩、瑞银同步下调泡泡玛特盈利预测与目标价。三家机构的共同判断是,海外扩张引擎正在降温,短期增速波动将加剧股价波动,但长期IP生态价值仍可支撑基本面。市场争议的核心在于:增速放缓究竟是主动运营调整带来的暂时现象,还是Labubu现象级热度见顶后IP周期拐点的到来。当增速开始无法支撑估值,神话便需要重写。泡泡玛特公布2025年下半年业绩后,公司股价单日暴跌逾22%,高盛、摩根士丹利、瑞银三家主要投行同步下调公司盈利预测与目标价,华尔街对这家Labubu缔造者\"高速增长\"叙事的重新定价正式开启。最新财报数据显示,泡泡玛特2025年下半年营收同比增长174%至人民币232亿元,净利润同比增长272%至82亿元,但分别低于高盛预期8%和10%。业绩缺口的核心来源是海外市场——美洲地区下半年同比增速从第三季度的逾1265%骤降至633%,欧洲及其他地区则从735%以上滑落至436%,双双大幅不及预期。受此冲击,3月25日股价单日下跌约22%至23%,同期恒生指数上涨1%。三大投行随即先后出手。高盛将公司2026至2027年盈利预测下调18%,12个月目标价从300港元大幅削减至184港元,评级维持中性。大摩则将2026至2027年营收预测下调4%至5%,净利润预测下调约4%,目标价从325港元降至278港元,但坚持\"增持\"评级并维持首选股地位。瑞银则将2026至2028年调整后净利润预测下调7%至13%,目标价从326港元调整为278港元,买入评级不变。三家机构的共同判断是,海外扩张引擎正在降温,短期增速波动将加剧股价波动,但长期IP生态价值仍可支撑基本面。市场争议的核心在于:增速放缓究竟是主动运营调整带来的暂时现象,还是Labubu现象级热度见顶后IP周期拐点的到来。海外市场失速,业绩全面低于预期2025年下半年,泡泡玛特实现总销售额人民币232.44亿元,同比增长174%;净利润人民币82.01亿元,同比增长272%。数字依然亮眼,但问题在于:这双双低于高盛此前预期约8%至10%。从地区结构来看,大中华区(含中国大陆、香港、澳门及台湾)实际表现超出预期,同比增长134%,高于高盛预测约5%;亚太区基本符合预期,同比增长123%。然而,两大海外核心市场的表现令市场大失所望:美洲市场: 同比增长633%,看似仍是天文数字,但三季度增速曾高达1,265%-1,270%,环比大幅减速,比高盛预期低约14%;欧洲及其他地区: 同比增长436%,较三季度735%-740%的增速同样大幅放缓,低于高盛预期达66%。海外销售额实际为人民币106.75亿元,而高盛此前的预期为人民币132.31亿元,差距高达19.3%。净利润的缺口还部分源于外汇损失的拖累。高盛在与投资者的沟通中指出,市场反应主要反映了对增速减速的担忧,尤其是美国市场的第三方数据显示年初至今仍在持续减速,以及IP/产品周期风险。大摩则表示,来自第三方渠道的数据显示,美国市场今年迄今的增长仍在进一步放缓,这是投资者情绪转向悲观的重要驱动因素之一。三大投行分歧:下调幅度与评级立场各异尽管面对同一份低于预期的业绩,三家投行在调整力度与评级立场上出现明显分化。高盛的调整幅度最大。分析师Michelle Cheng团队将2026至2027年盈利预测下调18%,主要基于三方面判断:一是美国市场新产品售价因关税税率下调而面临下行压力;二是原材料价格高位带来毛利率压力;三是海外扩张放缓削弱运营杠杆效应。在估值端,高盛将目标市盈率从20倍下调至15倍,并将估值参照系切换为迪士尼10年历史均值以下1个标准差水平,12个月目标价从300港元大幅削至184港元,较当前股价168.3港元上行空间仅约9.3%,评级维持中性。摩根士丹利态度明显更为乐观。分析师Dustin Wei团队在下调2026至2027年盈利约4%后,将目标价从325港元降至278港元,目标市盈率从26倍降至23倍(对应PEG约1.3倍,基于2025至2027年每股收益年复合增速22%),但坚持\"增持\"评级,并将泡泡玛特保留在首选股名单。大摩认为,当前约14倍2026年预期市盈率已属低估,公司\"仍在一个不断扩大的全球IP收藏品市场中持续扩大份额\",而2026年的业务调整努力有望使竞争力在2027至2028年进一步提升。瑞银的调整同样相对温和。该行将2026至2028年调整后净利润预测下调7%至13%,其中海外预测削减幅度较大,但国内预测有所上调,目标价从326港元下调至278港元,买入评级不变,认为当前估值具备吸引力。三家机构对2026年营收的预测本身也存在一定差异:高盛预测449亿元(同比增约21%),摩根士丹利预测459亿元(增约24%),瑞银预测约450亿元(增约21%)。三大投行在联手下调预测的同时,对泡泡玛特中长期前景的判断出现了显著分歧,折射出市场的深层博弈:高盛选择以迪士尼历史估值为锚,认为当前增速放缓理应带来估值倍数压缩,近期IP/产品周期的不确定性使超配仓位的风险收益比有限,故维持\"中性\";摩根士丹利则坚守\"全球IP收藏品市场份额仍在扩大\"的长期叙事,将其比作\"Sanrio+万代+乐高+迪士尼\"的早期组合,认为当前估值被低估;瑞银从基本面增长角度出发,看好中国市场韧性,维持\"买入\"。管理层定调2026:整固优先,审慎扩张管理层在业绩发布会上释放的信号整体偏向审慎,主动将2026年定位为\"运营整固与组织优化之年\",在2025年大幅超越自身预期的高速增长之后有意降速,以夯实可持续健康增长的基础。就核心业绩指引而言,公司设定2026年营收增速目标不低于20%,同时承诺不以牺牲盈利能力为代价。鉴于原材料成本和物流费用的不确定性,毛利率具体指引推迟至5月季度业务更新会议时披露。公司同时宣布新增每年5月和11月的季度业务更新机制,以增强经营透明度。摩根士丹利在研报中特别指出,管理层已主动推迟Labubu 4.0系列及纽约旗舰店(时代广场和第五大道)的开业节奏,认为2026年相对保守的增长目标部分源于公司的主动管理,而非单纯的市场需求放缓。从运营布局看,国内市场重心将转向门店翻新,计划翻新门店数量超过2025年,并新开数家旗舰店(管理层表示,2025年完成升级的门店店效翻倍,面积扩大30%至50%)。海外方面,管理层计划在2026年使美国门店数量突破100家,同时将目光投向中低线城市及旅游热门目的地(如芭提雅、巴厘岛)和国际枢纽机场(如成田、多哈)等白地市场。值得关注的是,2025年全年海外线上渠道占比首次超过线下门店。管理层表示,美国在线销售占比偏高主要反映了线下渠道运营压力,长期来看线下占比将逐步回升,但2026年可能仍以线上为主。","news_type":1,"symbols_score_info":{"09992":1.97}},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546752643004536,"gmtCreate":1774509256372,"gmtModify":1774509258714,"author":{"id":"3575112980638286","authorId":"3575112980638286","name":"kikijoblor","avatar":"https://static.tigerbbs.com/f5e0c90c5476db763ae92614727b750d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575112980638286","authorIdStr":"3575112980638286"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546752643004536","repostId":"1102189271","repostType":2,"repost":{"id":"1102189271","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":1774495161,"share":"https://www.laohu8.com/m/news/1102189271?lang=zh_CN&edition=full","pubTime":"2026-03-26 11:19","market":"us","language":"zh","title":"期权大单|英特尔榜首CALL单押注65美元,AMD、ARM认购合约飙升","url":"https://stock-news.laohu8.com/highlight/detail?id=1102189271","media":"老虎资讯综合","summary":"美股期权市场总成交量50,507,152张合约。","content":"<html><head></head><body><h3 id=\"id_2746373818\">一、市场概览</h3><p>昨日(3月25日),美伊停火谈判前景主导周三市场走势,美股三大指数集体上涨。当日美股期权市场总成交量50,507,152张合约,其中看涨期权占比54%,看跌期权占比46%。</p><h3 id=\"id_3056093129\">二、个股期权成交:“CPU荒”,英特尔、AMD行情启动</h3><p>特斯拉、英伟达、AMD、微软、美光科技、亚马逊、苹果、英特尔、Meta、谷歌A位居个股期权成交榜的前十位。</p><p>其中, <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 、 <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 均涨超7%。英特尔和AMD已各自通知客户,将分别于3月和4月起对全系列CPU上调价格。多名知情人士透露,今年以来CPU报价已多次上调,平均涨幅达10%至15%,部分产品涨幅更高。与此同时,交货周期从过去的一至两周骤升至平均八至十二周,个别情况下甚至长达六个月。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10feebf924dfbcec326651a365661bb0\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfa2fecb99151e84ab82c30cc22a536f\" tg-width=\"560\" tg-height=\"240\"/></p><p>期权方面,<strong>英特尔昨日排名第一的是认购合约,到期日4月17日,行权价高达65美元,较现价有近40%的涨幅空间。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8536ff4742fdec7196cfca0ab74d1a5f\" tg-width=\"939\" tg-height=\"420\"/></p><p>AMD的认购合约全线大涨。其中,一张周五到期的CALL,行权价232.5美元,价格飙升1566.67%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f66b922b4fc4da78b619dee70e512f32\" tg-width=\"729\" tg-height=\"705\"/></p><h3 id=\"id_1466461313\">三、异动观察:ARM大涨,一张CALL飙升3300%</h3><p><a href=\"https://laohu8.com/S/ARM\">ARM Holdings</a> 周三大涨超16%。消息面上,ARM宣布进军实体芯片制造领域,推出专为AI优化的Arm <a href=\"https://laohu8.com/S/AGBK\" title=\"AGI\" class=\"\">AGI</a> CPU,这一重大战略转型旨在打破传统IP授权模式的增长瓶颈,通过直接销售高价值硬件捕获AI算力市场红利。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b81acbfbbb50a9fd0f5184a9f57ab88f\" tg-width=\"560\" tg-height=\"240\"/></p><p>ARM昨日排名第一的是认购合约,行权价高达200美元,较现价有约30%的涨幅空间。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/748829a1667ecb78392a7dad8455dbcc\" tg-width=\"957\" tg-height=\"405\"/></p><p>ARM的认购合约全线飙升,一张本周五到期的CALL涨幅达3294.74%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35bdc1b009e9c21bc696e202253b8a5f\" tg-width=\"726\" tg-height=\"876\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>期权大单|英特尔榜首CALL单押注65美元,AMD、ARM认购合约飙升</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n期权大单|英特尔榜首CALL单押注65美元,AMD、ARM认购合约飙升\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\">2026-03-26 11:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_2746373818\">一、市场概览</h3><p>昨日(3月25日),美伊停火谈判前景主导周三市场走势,美股三大指数集体上涨。当日美股期权市场总成交量50,507,152张合约,其中看涨期权占比54%,看跌期权占比46%。</p><h3 id=\"id_3056093129\">二、个股期权成交:“CPU荒”,英特尔、AMD行情启动</h3><p>特斯拉、英伟达、AMD、微软、美光科技、亚马逊、苹果、英特尔、Meta、谷歌A位居个股期权成交榜的前十位。</p><p>其中, <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 、 <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 均涨超7%。英特尔和AMD已各自通知客户,将分别于3月和4月起对全系列CPU上调价格。多名知情人士透露,今年以来CPU报价已多次上调,平均涨幅达10%至15%,部分产品涨幅更高。与此同时,交货周期从过去的一至两周骤升至平均八至十二周,个别情况下甚至长达六个月。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10feebf924dfbcec326651a365661bb0\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfa2fecb99151e84ab82c30cc22a536f\" tg-width=\"560\" tg-height=\"240\"/></p><p>期权方面,<strong>英特尔昨日排名第一的是认购合约,到期日4月17日,行权价高达65美元,较现价有近40%的涨幅空间。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8536ff4742fdec7196cfca0ab74d1a5f\" tg-width=\"939\" tg-height=\"420\"/></p><p>AMD的认购合约全线大涨。其中,一张周五到期的CALL,行权价232.5美元,价格飙升1566.67%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f66b922b4fc4da78b619dee70e512f32\" tg-width=\"729\" tg-height=\"705\"/></p><h3 id=\"id_1466461313\">三、异动观察:ARM大涨,一张CALL飙升3300%</h3><p><a href=\"https://laohu8.com/S/ARM\">ARM Holdings</a> 周三大涨超16%。消息面上,ARM宣布进军实体芯片制造领域,推出专为AI优化的Arm <a href=\"https://laohu8.com/S/AGBK\" title=\"AGI\" class=\"\">AGI</a> CPU,这一重大战略转型旨在打破传统IP授权模式的增长瓶颈,通过直接销售高价值硬件捕获AI算力市场红利。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b81acbfbbb50a9fd0f5184a9f57ab88f\" tg-width=\"560\" tg-height=\"240\"/></p><p>ARM昨日排名第一的是认购合约,行权价高达200美元,较现价有约30%的涨幅空间。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/748829a1667ecb78392a7dad8455dbcc\" tg-width=\"957\" tg-height=\"405\"/></p><p>ARM的认购合约全线飙升,一张本周五到期的CALL涨幅达3294.74%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35bdc1b009e9c21bc696e202253b8a5f\" tg-width=\"726\" tg-height=\"876\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"AMD":"美国超微公司","ARM":"ARM Holdings","INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102189271","content_text":"一、市场概览昨日(3月25日),美伊停火谈判前景主导周三市场走势,美股三大指数集体上涨。当日美股期权市场总成交量50,507,152张合约,其中看涨期权占比54%,看跌期权占比46%。二、个股期权成交:“CPU荒”,英特尔、AMD行情启动特斯拉、英伟达、AMD、微软、美光科技、亚马逊、苹果、英特尔、Meta、谷歌A位居个股期权成交榜的前十位。其中, 美国超微公司 、 英特尔 均涨超7%。英特尔和AMD已各自通知客户,将分别于3月和4月起对全系列CPU上调价格。多名知情人士透露,今年以来CPU报价已多次上调,平均涨幅达10%至15%,部分产品涨幅更高。与此同时,交货周期从过去的一至两周骤升至平均八至十二周,个别情况下甚至长达六个月。期权方面,英特尔昨日排名第一的是认购合约,到期日4月17日,行权价高达65美元,较现价有近40%的涨幅空间。AMD的认购合约全线大涨。其中,一张周五到期的CALL,行权价232.5美元,价格飙升1566.67%。三、异动观察:ARM大涨,一张CALL飙升3300%ARM Holdings 周三大涨超16%。消息面上,ARM宣布进军实体芯片制造领域,推出专为AI优化的Arm AGI CPU,这一重大战略转型旨在打破传统IP授权模式的增长瓶颈,通过直接销售高价值硬件捕获AI算力市场红利。ARM昨日排名第一的是认购合约,行权价高达200美元,较现价有约30%的涨幅空间。ARM的认购合约全线飙升,一张本周五到期的CALL涨幅达3294.74%。","news_type":1,"symbols_score_info":{"AMD":2,"INTC":2,"ARM":2}},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546647585837968,"gmtCreate":1774483537188,"gmtModify":1774483539453,"author":{"id":"3575112980638286","authorId":"3575112980638286","name":"kikijoblor","avatar":"https://static.tigerbbs.com/f5e0c90c5476db763ae92614727b750d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575112980638286","authorIdStr":"3575112980638286"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546647585837968","repostId":"1172360622","repostType":2,"repost":{"id":"1172360622","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":1774479659,"share":"https://www.laohu8.com/m/news/1172360622?lang=zh_CN&edition=full","pubTime":"2026-03-26 07:00","market":"fut","language":"zh","title":"昨夜今晨|美伊谈判存疑,美股震荡收涨!ARM暴涨16%,英特尔、AMD涨超7%;美团、中芯国际今日放榜","url":"https://stock-news.laohu8.com/highlight/detail?id=1172360622","media":"老虎资讯综合","summary":"Arm涨16.38%,因发布首款AI CPU并宣布进军造芯;航天概念股追随SpaceX IPO传闻走强,Rocket Lab涨10.31%。04 公司新闻SpaceX正准备提交IPO招股说明书,目标融资逾750亿美元。Arm宣布推出首款面向AI的自研AGI CPU并正式涉足芯片制造。Sarepta Therapeutics披露肌肉疾病药物早期试验结果积极,股价飙升逾25%。Merck洽购Terns Pharmaceuticals,总价或达600亿美元。American Express宣布全面拥抱人工智能并推出新企业卡产品。Fundrise Innovation Fund五日累涨逾1,500%,受益于SpaceX上市预期。基金投资含SpaceX、OpenAI等热门私企,散户热情推高基金价格。","content":"<html><head></head><body><p><strong>摘要:</strong></p><ul style=\"\"><li><p>美伊谈判存疑,美股震荡收涨!ARM暴涨16%,<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨超7%;中国金龙指数涨近2%,<a href=\"https://laohu8.com/S/JD\">京东</a>涨超8%,<a href=\"https://laohu8.com/S/09988\">阿里</a>涨超3%</p></li><li><p><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>发布KV缓存压缩技术,存储需求预期遭冲击,美股存储板块集体下挫</p></li><li><p>商业航天概念因“SpaceX即将递交招股书”传言集体大涨!LUNR涨近15%,PL涨超11%,ASTSW涨超10%,回声星通信涨超7%</p></li><li><p>伊朗拒绝美国停战方案、称不允许特朗普决定停战时间,白宫称美伊在谈判且有成效,伊外长称信息交流并非谈判</p></li><li><p>特朗普组建科技委员会:扎克伯格、黄仁勋、苏姿丰、埃里森等顶级CEO入选</p></li><li><p>今日关注:美团、<a href=\"https://laohu8.com/S/00981\">中芯国际</a>、<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>、<a href=\"https://laohu8.com/S/PONY\">小马智行</a>将公布财报;美国公布初请失业金人数</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/562fcfcdd9c305df294fd41e0604772f\" tg-width=\"2160\" tg-height=\"3840\"/></p><h2 id=\"id_2172820323\">01 股市</h2><p>美伊停火谈判前景主导周三市场走势,抱着对“停火并展开谈判”的期待,即便双方开出的条件分歧巨大,美股三大指数依然录得本周第二个携手上涨的交易日。</p><p style=\"text-align: justify;\">截至收盘,标普500指数涨0.54%,报6591.90点;纳斯达克综合指数涨0.77%,报21929.83点;道琼斯工业平均指数涨0.66%,报46429.49点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d9fad4ac7dc6488b6e1bd8c9fc5b78f\" title=\"\" tg-width=\"917\" tg-height=\"144\"/></p><p>综合央视新闻等媒体报道,美方提出的“15点停战协议”中要求伊朗拆除其主要核设施,并将导弹力量削减到仅用于自卫的程度。而伊朗方面开出的停火条件,包含切实保证美以不再对伊朗发动战争,并要求战争赔偿和承认其对霍尔木兹<a href=\"https://laohu8.com/S/002320\">海峡</a>的管辖权。</p><p style=\"text-align: justify;\">至于白宫方面反复提及的“与伊朗进行谈判”,伊朗外长阿拉格齐回应称,<strong>过去几天,美国通过几个友好国家向伊朗传递关于结束战争的提议,伊朗高层正予以研究</strong>,但<strong>伊朗经由这些调解方“交流信息”并不意味着与美国进行谈判</strong>。</p><p style=\"text-align: justify;\">伊朗外长也强调,霍尔木兹海峡“仅对敌人关闭”,伊朗军方已经为友好国家的船只“提供了安全通行”。</p><p style=\"text-align: justify;\">伊朗议会议长卡利巴夫也发出警告称,根据一些情报,<strong>伊朗的敌人在“某个地区国家”的支持下,正筹备夺取伊朗某岛屿。</strong>卡利巴夫表示,如果他们胆敢采取任何行动,该国的一切关键基础设施将毫无保留地成为无情打击的目标。</p><p style=\"text-align: justify;\">与此同时,随着海湾地区消息称伊朗不愿再与美国的中东特使维特科夫,以及特朗普的顾问兼女婿库什纳谈判后,本轮冲突期间多数时间保持沉默的美国副总统万斯成为焦点人物。</p><p style=\"text-align: justify;\">数小时前的消息称,<strong>美方正设法安排本周末在巴基斯坦举行一场会议,万斯将前往巴基斯坦。</strong>不过这项安排的时间、地点和参会人员仍存较大变数,同时也不清楚是否会有伊朗方面的代表出席。</p><p style=\"text-align: justify;\">布朗兄弟哈里曼(BBH)策略师Elias Haddad表示,尽管地缘局势仍存在战略层面的模糊性,但市场当前的仓位配置已经开始押注冲突将走向缓和。最终,伊朗如何回应美国的“降级冲突”政策转向,将决定市场是否已经度过最恐慌阶段,还是更大风险仍在前方。</p><p style=\"text-align: justify;\">作为这场战争的另一个参与方,以色列方面据传正“加快打击伊朗的节奏”。据多名知情人士表示,以色列总理内塔尼亚胡周二下令,在接下来的48小时内尽一切努力摧毁尽可能多的伊朗军事工业设施。匆忙之举也映射出以色列方面的担忧,即战争可能会很快被迫停止。</p><p><strong>热门股表现:</strong><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨1.99%、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨0.39%、谷歌-A涨0.17%、<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌0.46%、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨2.16%、<a href=\"https://laohu8.com/S/TSM\">台积电</a>涨1.35%、博通涨0.16%、<a href=\"https://laohu8.com/S/META\">Meta</a>涨0.33%、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨0.76%、<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦-A跌0.46%。</p><p style=\"text-align: justify;\">商业航天概念因“SpaceX即将递交招股书”传言集体大涨。持有SpaceX股票的回声星通信涨7.43%,Planet Labs涨超11%,<a href=\"https://laohu8.com/S/ASTS\">AST SpaceMobile</a>涨超10%。<a href=\"https://laohu8.com/S/LUNR\">Intuitive Machines</a>也因拿到NASA商业月球负载任务的1.8亿美元订单大涨14.68%。</p><p style=\"text-align: justify;\">由于“CPU供应紧张”的报道,英特尔、AMD周三均涨超7%。<a href=\"https://laohu8.com/S/ARM\">Arm</a>也在前一日公布自研AGI CPU并给出惊人营收增长展望后大涨16.38%。</p><p style=\"text-align: justify;\">受贵金属价格反弹带动,<a href=\"https://laohu8.com/S/AEM\">伊格尔矿业</a>涨4.68%,<a href=\"https://laohu8.com/S/KGC\">金罗斯黄金</a>、<a href=\"https://laohu8.com/S/PAAS\">泛美白银</a>均涨超3%。</p><p style=\"text-align: justify;\">谷歌TurboQuant冲击存储需求,存储概念股下挫,<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>跌超3%,<a href=\"https://laohu8.com/S/STX\">希捷科技</a>跌超2%,<a href=\"https://laohu8.com/S/WDC\">西部数据</a>跌1.63%。</p><p style=\"text-align: justify;\">中国金龙指数涨近2%,中概股多数上涨。<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨3.50%、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>绩后涨4.61%、<a href=\"https://laohu8.com/S/NTES\">网易</a>涨0.82%、京东涨8.3%、<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨2.73%、<a href=\"https://laohu8.com/S/TCOM\">携程</a>涨0.31%、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨1.86%、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨1.49%、<a href=\"https://laohu8.com/S/JKS\">晶科能源</a>涨3.8%、<a href=\"https://laohu8.com/S/KC\">金山云</a>涨6.71%。</p><h2 id=\"id_3362810918\">02 其他市场</h2><p>美国10年期国债收益率跌3.76个基点,报4.3223%。两年期美债收益率跌0.82个基点,报3.8852%。</p><p>国际油价03月25日下跌。截至当天收盘,纽约商品交易所WTI原油期货当月连续合约下跌1.06美元,收于每桶91.29美元,跌幅为1.15%。</p><p>COMEX黄金期货当月连续合约上涨101.30美元,涨幅2.30%,报4503.3美元/盎司。COMEX白银期货当月连续合约上涨1.88美元,涨幅2.70%,报71.445美元/盎司。现货黄金上涨32.15美元,涨幅0.72%,报4506.53美元/盎司。现货白银下跌0.01美元,跌幅0.01%,报71.25美元/盎司。</p><h2 id=\"id_1808842819\">03 国际宏观</h2><p><strong>伊朗拒绝美国停战方案、称不允许特朗普决定停战时间,白宫称美伊在谈判且有成效,伊外长称信息交流并非谈判</strong></p><p>伊朗提出承认对霍尔木兹海峡行使主权等五项结束战争条件,称美15条提议是“罗列幻想”;若支持伊敌对势力,“某地区国家”基础设施将遭猛烈攻击。伊朗外长称,近几日美方通过“友好国家”向伊传递停战提议,伊高层正予以研究,这是信息交流,并非对话或谈判。</p><p>白宫重申对伊行动计划四至六周,称外界有关在巴基斯坦等地举行美伊会谈的说法不应视为已确定安排。伊军方威胁开启曼德海峡新战线,称霍尔木兹局势发展由伊掌控;击落一架美军F-18战机。伊总统称国家高层在战争问题上高度团结。美众议长称美军不会在伊地面作战。白宫据称拟本周末在巴基斯坦开会讨论伊战“退出方案”。以色列据称担心美或为推动谈判单方面停火,以总理下令48小时内尽可能多摧毁伊军工设施。阿拉伯调解人称,伊朗私下态度不及公开强硬,谈判艰难但未破裂。</p><p><strong>伊朗称“除了交战国,海峡已开放”!“非敌对船只”可以“在与伊朗协调下”通过霍尔木兹海峡</strong></p><p>伊朗外长阿拉格齐表示,伊方致力于实现全面停战而不仅仅是暂时停火。霍尔木兹海峡对所有人开放,船只可以安全通过,但正在交战的国家不在考虑之列。非敌对船只在与其协调后可安全通过霍尔木兹海峡。同时,市场传出伊朗向部分商船收取最高200万美元通行费的消息,伊朗驻印使馆予以否认。</p><p><strong>美国政府豁免夏季汽油销售限制,应对油价飙升</strong></p><p>美国政府豁免夏季汽油销售管制措施,旨在缓解伊朗战争期间造成的油价飙升。美国环保署(EPA)发布紧急豁免令,取消含有15%乙醇的E15混合汽油销售限制。为减少空气污染,当局原本在6月至9月期间,限制E15汽油的销售。EPA还发布一项豁免令,取消所有联邦层级限制销售E10汽油的障碍,E10是一种含有10%乙醇的混合燃料,这些豁免令将于5月1日生效。</p><p style=\"text-align: justify;\"><strong>普京签署法令,俄罗斯自5月起限制黄金出口</strong></p><p style=\"text-align: justify;\">自5月1日起禁止从俄罗斯出口超过100克的金条。俄罗斯副总理称其是更广泛打击影子经济行动的一部分。俄罗斯副财政部长指出,黄金正越来越多地成为非法交易中替代外汇的工具,助长资本外逃和洗钱活动。分析称,该政策将于5月1日生效,在此之前可能会出现一波黄金抛售潮。俄罗斯是全球主要黄金生产国,排名第二。</p><h2 id=\"id_3687450863\">04 公司新闻</h2><p><strong>谷歌发布KV缓存压缩技术,存储需求预期遭冲击,美股存储板块集体下挫</strong></p><p>存储股盘中重挫,收盘时跌幅普遍收窄。闪迪、美光收跌超3%,希捷收跌2.76%,西部数据跌1.63%。</p><p>谷歌发布的新型AI内存压缩技术TurboQuant,引发市场对存储需求前景的担忧。据称,该技术可在不损失准确性的前提下,将大语言模型的缓存内存占用至少减少6倍,并实现最高8倍的加速,旨在解决AI推理与向量搜索中的内存瓶颈问题。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>指出,谷歌TurboQuant技术仅作用于推理阶段的键值缓存,不影响模型权重所占用的高带宽内存(HBM),也与训练任务无关。</p><p style=\"text-align: justify;\">因此,这并非存储总需求或硬件总量减少6倍,而是通过效率提升增加单GPU吞吐量——相同硬件可支持4至8倍更长的上下文,或在不触发内存溢出的前提下显著提升批处理规模。</p><p style=\"text-align: justify;\">尽管如此,存储板块今年以来累计涨幅显著,估值本已承压,任何可能削减硬件需求的技术进展都足以触发市场的防御性反应。</p><p style=\"text-align: justify;\"><strong>闪迪收购南亚科技1.39亿股,10亿美元入股,加码DRAM布局</strong></p><p style=\"text-align: justify;\">闪迪旗下子公司闪迪科技将以约10亿美元,通过私募方式购入南亚科技约1.39亿股股份。作为交易的配套安排,南亚科技将依据一项多年战略供应协议,向闪迪科技提供DRAM产品,这标志着双方从单纯买卖关系迈向深度战略绑定。</p><p><strong>美国邮政拟征收快递“燃油附加费”</strong></p><p style=\"text-align: justify;\">美国邮政(USPS)周三宣布,为应对运输成本上升(包括因中东战争导致的油价上涨),拟对包裹和特快邮件投递征收8%临时附加费用。公告显示,如获邮政监管委员会批准,这次涨价将于4月26日生效,并持续到2027年1月17日。</p><p><strong>苹果据称正在“蒸馏”Gemini模型</strong></p><p style=\"text-align: justify;\">周三有消息称,基于双方的合作协议,苹果正尝试通过“模型蒸馏”方式压缩谷歌Gemini大模型,以适配本地设备运行。这意味着双方合作不止云端调用,而是深入到模型层能力迁移。不过Gemini与苹果设备任务场景存在对齐挑战,仍需额外工程适配。</p><p><strong>特朗普组建科技委员会:扎克伯格、黄仁勋、苏姿丰、埃里森等顶级CEO入选</strong></p><p>特朗普政府正将美国最具影响力的科技企业领袖纳入其人工智能政策决策圈。这一举措标志着硅谷与白宫关系的深刻转变,也折射出本届政府将AI主导权视为国家战略核心的施政取向。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9d56463922b81b867ad85e04721e21b\" title=\"\" tg-width=\"833\" tg-height=\"680\"/></p><p><strong>里程碑意义裁决!Meta和谷歌在社交媒体成瘾案中被判承担责任</strong></p><p>美国陪审团认定,Meta和谷歌应承担责任,必须向一名20岁女性支付赔偿金;该女性指控称,她对这两家公司的社交媒体平台上瘾,导致其遭受心理健康危机。这一结果可能预示着两家公司在应对数千起类似诉讼时将面临巨大风险,或涉及数十亿美元。相关诉讼指控Instagram、YouTube等平台被故意设计成让年轻用户上瘾,而忽视其身心健康。</p><p style=\"text-align: justify;\"><strong><a href=\"https://laohu8.com/S/MRK\">默沙东</a>67亿美元收购Terns</strong></p><p style=\"text-align: justify;\">当地时间周三,美国医药巨头默沙东宣布,已达成一项67亿美元的全现金交易,拟收购癌症生物科技公司Terns Pharmaceuticals,以获得其一款前景可期的白血病治疗药物。受此消息影响,Terns股价周三上涨5.72%,默沙东涨2.58%。</p><p style=\"text-align: justify;\"><strong>谷歌最新AI音频模型可制作3分钟完整歌曲</strong></p><p style=\"text-align: justify;\">谷歌周三发布文生音乐新模型Lyria 3 Pro,最大的改进是能够制作完整的三分钟歌曲,而在上个月推出Lyria 3模型时仅能生成30秒。</p><p style=\"text-align: justify;\"><strong>美国大幅增加关键导弹系统订单</strong></p><p style=\"text-align: justify;\">洛克希德·马丁和BAE Systems已与美国国防部达成协议,计划将萨德(THAAD)拦截弹导引头(seeker)的产量提高至当前的四倍。此外,洛克希德·马丁还将与五角大楼一道提升“精确打击导弹”( PrSM)的产量。该导弹未来将用于替代美国陆军现役的陆军战术导弹系统(ATACMS)。</p><h2 id=\"id_1153438510\">05 今日关注</h2><p>经济数据:20:30美国将公布当周初请失业金人数,这是美国劳动力市场最及时的高频指标之一。</p><p>财经事件:世贸组织第14届部长级会议举行,商务部部长王文涛将出席。</p><p>业绩方面,<a href=\"https://laohu8.com/S/03690\">美团-W</a>、 <a href=\"https://laohu8.com/S/00981\">中芯国际</a>、<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>等港股将公布财报。此外,美股<a href=\"https://laohu8.com/S/PONY\">小马智行</a>(盘前)将公布财报。</p><p><strong>资料来源</strong> :华尔街见闻、老虎资讯综合、公开市场数据</p><p><strong>免责声明</strong> :本内容仅供参考,不构成任何投资建议。</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨|美伊谈判存疑,美股震荡收涨!ARM暴涨16%,英特尔、AMD涨超7%;美团、中芯国际今日放榜</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨|美伊谈判存疑,美股震荡收涨!ARM暴涨16%,英特尔、AMD涨超7%;美团、中芯国际今日放榜\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\">2026-03-26 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>摘要:</strong></p><ul style=\"\"><li><p>美伊谈判存疑,美股震荡收涨!ARM暴涨16%,<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨超7%;中国金龙指数涨近2%,<a href=\"https://laohu8.com/S/JD\">京东</a>涨超8%,<a href=\"https://laohu8.com/S/09988\">阿里</a>涨超3%</p></li><li><p><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>发布KV缓存压缩技术,存储需求预期遭冲击,美股存储板块集体下挫</p></li><li><p>商业航天概念因“SpaceX即将递交招股书”传言集体大涨!LUNR涨近15%,PL涨超11%,ASTSW涨超10%,回声星通信涨超7%</p></li><li><p>伊朗拒绝美国停战方案、称不允许特朗普决定停战时间,白宫称美伊在谈判且有成效,伊外长称信息交流并非谈判</p></li><li><p>特朗普组建科技委员会:扎克伯格、黄仁勋、苏姿丰、埃里森等顶级CEO入选</p></li><li><p>今日关注:美团、<a href=\"https://laohu8.com/S/00981\">中芯国际</a>、<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>、<a href=\"https://laohu8.com/S/PONY\">小马智行</a>将公布财报;美国公布初请失业金人数</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/562fcfcdd9c305df294fd41e0604772f\" tg-width=\"2160\" tg-height=\"3840\"/></p><h2 id=\"id_2172820323\">01 股市</h2><p>美伊停火谈判前景主导周三市场走势,抱着对“停火并展开谈判”的期待,即便双方开出的条件分歧巨大,美股三大指数依然录得本周第二个携手上涨的交易日。</p><p style=\"text-align: justify;\">截至收盘,标普500指数涨0.54%,报6591.90点;纳斯达克综合指数涨0.77%,报21929.83点;道琼斯工业平均指数涨0.66%,报46429.49点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d9fad4ac7dc6488b6e1bd8c9fc5b78f\" title=\"\" tg-width=\"917\" tg-height=\"144\"/></p><p>综合央视新闻等媒体报道,美方提出的“15点停战协议”中要求伊朗拆除其主要核设施,并将导弹力量削减到仅用于自卫的程度。而伊朗方面开出的停火条件,包含切实保证美以不再对伊朗发动战争,并要求战争赔偿和承认其对霍尔木兹<a href=\"https://laohu8.com/S/002320\">海峡</a>的管辖权。</p><p style=\"text-align: justify;\">至于白宫方面反复提及的“与伊朗进行谈判”,伊朗外长阿拉格齐回应称,<strong>过去几天,美国通过几个友好国家向伊朗传递关于结束战争的提议,伊朗高层正予以研究</strong>,但<strong>伊朗经由这些调解方“交流信息”并不意味着与美国进行谈判</strong>。</p><p style=\"text-align: justify;\">伊朗外长也强调,霍尔木兹海峡“仅对敌人关闭”,伊朗军方已经为友好国家的船只“提供了安全通行”。</p><p style=\"text-align: justify;\">伊朗议会议长卡利巴夫也发出警告称,根据一些情报,<strong>伊朗的敌人在“某个地区国家”的支持下,正筹备夺取伊朗某岛屿。</strong>卡利巴夫表示,如果他们胆敢采取任何行动,该国的一切关键基础设施将毫无保留地成为无情打击的目标。</p><p style=\"text-align: justify;\">与此同时,随着海湾地区消息称伊朗不愿再与美国的中东特使维特科夫,以及特朗普的顾问兼女婿库什纳谈判后,本轮冲突期间多数时间保持沉默的美国副总统万斯成为焦点人物。</p><p style=\"text-align: justify;\">数小时前的消息称,<strong>美方正设法安排本周末在巴基斯坦举行一场会议,万斯将前往巴基斯坦。</strong>不过这项安排的时间、地点和参会人员仍存较大变数,同时也不清楚是否会有伊朗方面的代表出席。</p><p style=\"text-align: justify;\">布朗兄弟哈里曼(BBH)策略师Elias Haddad表示,尽管地缘局势仍存在战略层面的模糊性,但市场当前的仓位配置已经开始押注冲突将走向缓和。最终,伊朗如何回应美国的“降级冲突”政策转向,将决定市场是否已经度过最恐慌阶段,还是更大风险仍在前方。</p><p style=\"text-align: justify;\">作为这场战争的另一个参与方,以色列方面据传正“加快打击伊朗的节奏”。据多名知情人士表示,以色列总理内塔尼亚胡周二下令,在接下来的48小时内尽一切努力摧毁尽可能多的伊朗军事工业设施。匆忙之举也映射出以色列方面的担忧,即战争可能会很快被迫停止。</p><p><strong>热门股表现:</strong><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨1.99%、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨0.39%、谷歌-A涨0.17%、<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌0.46%、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨2.16%、<a href=\"https://laohu8.com/S/TSM\">台积电</a>涨1.35%、博通涨0.16%、<a href=\"https://laohu8.com/S/META\">Meta</a>涨0.33%、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨0.76%、<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦-A跌0.46%。</p><p style=\"text-align: justify;\">商业航天概念因“SpaceX即将递交招股书”传言集体大涨。持有SpaceX股票的回声星通信涨7.43%,Planet Labs涨超11%,<a href=\"https://laohu8.com/S/ASTS\">AST SpaceMobile</a>涨超10%。<a href=\"https://laohu8.com/S/LUNR\">Intuitive Machines</a>也因拿到NASA商业月球负载任务的1.8亿美元订单大涨14.68%。</p><p style=\"text-align: justify;\">由于“CPU供应紧张”的报道,英特尔、AMD周三均涨超7%。<a href=\"https://laohu8.com/S/ARM\">Arm</a>也在前一日公布自研AGI CPU并给出惊人营收增长展望后大涨16.38%。</p><p style=\"text-align: justify;\">受贵金属价格反弹带动,<a href=\"https://laohu8.com/S/AEM\">伊格尔矿业</a>涨4.68%,<a href=\"https://laohu8.com/S/KGC\">金罗斯黄金</a>、<a href=\"https://laohu8.com/S/PAAS\">泛美白银</a>均涨超3%。</p><p style=\"text-align: justify;\">谷歌TurboQuant冲击存储需求,存储概念股下挫,<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>跌超3%,<a href=\"https://laohu8.com/S/STX\">希捷科技</a>跌超2%,<a href=\"https://laohu8.com/S/WDC\">西部数据</a>跌1.63%。</p><p style=\"text-align: justify;\">中国金龙指数涨近2%,中概股多数上涨。<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨3.50%、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>绩后涨4.61%、<a href=\"https://laohu8.com/S/NTES\">网易</a>涨0.82%、京东涨8.3%、<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨2.73%、<a href=\"https://laohu8.com/S/TCOM\">携程</a>涨0.31%、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨1.86%、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨1.49%、<a href=\"https://laohu8.com/S/JKS\">晶科能源</a>涨3.8%、<a href=\"https://laohu8.com/S/KC\">金山云</a>涨6.71%。</p><h2 id=\"id_3362810918\">02 其他市场</h2><p>美国10年期国债收益率跌3.76个基点,报4.3223%。两年期美债收益率跌0.82个基点,报3.8852%。</p><p>国际油价03月25日下跌。截至当天收盘,纽约商品交易所WTI原油期货当月连续合约下跌1.06美元,收于每桶91.29美元,跌幅为1.15%。</p><p>COMEX黄金期货当月连续合约上涨101.30美元,涨幅2.30%,报4503.3美元/盎司。COMEX白银期货当月连续合约上涨1.88美元,涨幅2.70%,报71.445美元/盎司。现货黄金上涨32.15美元,涨幅0.72%,报4506.53美元/盎司。现货白银下跌0.01美元,跌幅0.01%,报71.25美元/盎司。</p><h2 id=\"id_1808842819\">03 国际宏观</h2><p><strong>伊朗拒绝美国停战方案、称不允许特朗普决定停战时间,白宫称美伊在谈判且有成效,伊外长称信息交流并非谈判</strong></p><p>伊朗提出承认对霍尔木兹海峡行使主权等五项结束战争条件,称美15条提议是“罗列幻想”;若支持伊敌对势力,“某地区国家”基础设施将遭猛烈攻击。伊朗外长称,近几日美方通过“友好国家”向伊传递停战提议,伊高层正予以研究,这是信息交流,并非对话或谈判。</p><p>白宫重申对伊行动计划四至六周,称外界有关在巴基斯坦等地举行美伊会谈的说法不应视为已确定安排。伊军方威胁开启曼德海峡新战线,称霍尔木兹局势发展由伊掌控;击落一架美军F-18战机。伊总统称国家高层在战争问题上高度团结。美众议长称美军不会在伊地面作战。白宫据称拟本周末在巴基斯坦开会讨论伊战“退出方案”。以色列据称担心美或为推动谈判单方面停火,以总理下令48小时内尽可能多摧毁伊军工设施。阿拉伯调解人称,伊朗私下态度不及公开强硬,谈判艰难但未破裂。</p><p><strong>伊朗称“除了交战国,海峡已开放”!“非敌对船只”可以“在与伊朗协调下”通过霍尔木兹海峡</strong></p><p>伊朗外长阿拉格齐表示,伊方致力于实现全面停战而不仅仅是暂时停火。霍尔木兹海峡对所有人开放,船只可以安全通过,但正在交战的国家不在考虑之列。非敌对船只在与其协调后可安全通过霍尔木兹海峡。同时,市场传出伊朗向部分商船收取最高200万美元通行费的消息,伊朗驻印使馆予以否认。</p><p><strong>美国政府豁免夏季汽油销售限制,应对油价飙升</strong></p><p>美国政府豁免夏季汽油销售管制措施,旨在缓解伊朗战争期间造成的油价飙升。美国环保署(EPA)发布紧急豁免令,取消含有15%乙醇的E15混合汽油销售限制。为减少空气污染,当局原本在6月至9月期间,限制E15汽油的销售。EPA还发布一项豁免令,取消所有联邦层级限制销售E10汽油的障碍,E10是一种含有10%乙醇的混合燃料,这些豁免令将于5月1日生效。</p><p style=\"text-align: justify;\"><strong>普京签署法令,俄罗斯自5月起限制黄金出口</strong></p><p style=\"text-align: justify;\">自5月1日起禁止从俄罗斯出口超过100克的金条。俄罗斯副总理称其是更广泛打击影子经济行动的一部分。俄罗斯副财政部长指出,黄金正越来越多地成为非法交易中替代外汇的工具,助长资本外逃和洗钱活动。分析称,该政策将于5月1日生效,在此之前可能会出现一波黄金抛售潮。俄罗斯是全球主要黄金生产国,排名第二。</p><h2 id=\"id_3687450863\">04 公司新闻</h2><p><strong>谷歌发布KV缓存压缩技术,存储需求预期遭冲击,美股存储板块集体下挫</strong></p><p>存储股盘中重挫,收盘时跌幅普遍收窄。闪迪、美光收跌超3%,希捷收跌2.76%,西部数据跌1.63%。</p><p>谷歌发布的新型AI内存压缩技术TurboQuant,引发市场对存储需求前景的担忧。据称,该技术可在不损失准确性的前提下,将大语言模型的缓存内存占用至少减少6倍,并实现最高8倍的加速,旨在解决AI推理与向量搜索中的内存瓶颈问题。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>指出,谷歌TurboQuant技术仅作用于推理阶段的键值缓存,不影响模型权重所占用的高带宽内存(HBM),也与训练任务无关。</p><p style=\"text-align: justify;\">因此,这并非存储总需求或硬件总量减少6倍,而是通过效率提升增加单GPU吞吐量——相同硬件可支持4至8倍更长的上下文,或在不触发内存溢出的前提下显著提升批处理规模。</p><p style=\"text-align: justify;\">尽管如此,存储板块今年以来累计涨幅显著,估值本已承压,任何可能削减硬件需求的技术进展都足以触发市场的防御性反应。</p><p style=\"text-align: justify;\"><strong>闪迪收购南亚科技1.39亿股,10亿美元入股,加码DRAM布局</strong></p><p style=\"text-align: justify;\">闪迪旗下子公司闪迪科技将以约10亿美元,通过私募方式购入南亚科技约1.39亿股股份。作为交易的配套安排,南亚科技将依据一项多年战略供应协议,向闪迪科技提供DRAM产品,这标志着双方从单纯买卖关系迈向深度战略绑定。</p><p><strong>美国邮政拟征收快递“燃油附加费”</strong></p><p style=\"text-align: justify;\">美国邮政(USPS)周三宣布,为应对运输成本上升(包括因中东战争导致的油价上涨),拟对包裹和特快邮件投递征收8%临时附加费用。公告显示,如获邮政监管委员会批准,这次涨价将于4月26日生效,并持续到2027年1月17日。</p><p><strong>苹果据称正在“蒸馏”Gemini模型</strong></p><p style=\"text-align: justify;\">周三有消息称,基于双方的合作协议,苹果正尝试通过“模型蒸馏”方式压缩谷歌Gemini大模型,以适配本地设备运行。这意味着双方合作不止云端调用,而是深入到模型层能力迁移。不过Gemini与苹果设备任务场景存在对齐挑战,仍需额外工程适配。</p><p><strong>特朗普组建科技委员会:扎克伯格、黄仁勋、苏姿丰、埃里森等顶级CEO入选</strong></p><p>特朗普政府正将美国最具影响力的科技企业领袖纳入其人工智能政策决策圈。这一举措标志着硅谷与白宫关系的深刻转变,也折射出本届政府将AI主导权视为国家战略核心的施政取向。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9d56463922b81b867ad85e04721e21b\" title=\"\" tg-width=\"833\" tg-height=\"680\"/></p><p><strong>里程碑意义裁决!Meta和谷歌在社交媒体成瘾案中被判承担责任</strong></p><p>美国陪审团认定,Meta和谷歌应承担责任,必须向一名20岁女性支付赔偿金;该女性指控称,她对这两家公司的社交媒体平台上瘾,导致其遭受心理健康危机。这一结果可能预示着两家公司在应对数千起类似诉讼时将面临巨大风险,或涉及数十亿美元。相关诉讼指控Instagram、YouTube等平台被故意设计成让年轻用户上瘾,而忽视其身心健康。</p><p style=\"text-align: justify;\"><strong><a href=\"https://laohu8.com/S/MRK\">默沙东</a>67亿美元收购Terns</strong></p><p style=\"text-align: justify;\">当地时间周三,美国医药巨头默沙东宣布,已达成一项67亿美元的全现金交易,拟收购癌症生物科技公司Terns Pharmaceuticals,以获得其一款前景可期的白血病治疗药物。受此消息影响,Terns股价周三上涨5.72%,默沙东涨2.58%。</p><p style=\"text-align: justify;\"><strong>谷歌最新AI音频模型可制作3分钟完整歌曲</strong></p><p style=\"text-align: justify;\">谷歌周三发布文生音乐新模型Lyria 3 Pro,最大的改进是能够制作完整的三分钟歌曲,而在上个月推出Lyria 3模型时仅能生成30秒。</p><p style=\"text-align: justify;\"><strong>美国大幅增加关键导弹系统订单</strong></p><p style=\"text-align: justify;\">洛克希德·马丁和BAE Systems已与美国国防部达成协议,计划将萨德(THAAD)拦截弹导引头(seeker)的产量提高至当前的四倍。此外,洛克希德·马丁还将与五角大楼一道提升“精确打击导弹”( PrSM)的产量。该导弹未来将用于替代美国陆军现役的陆军战术导弹系统(ATACMS)。</p><h2 id=\"id_1153438510\">05 今日关注</h2><p>经济数据:20:30美国将公布当周初请失业金人数,这是美国劳动力市场最及时的高频指标之一。</p><p>财经事件:世贸组织第14届部长级会议举行,商务部部长王文涛将出席。</p><p>业绩方面,<a href=\"https://laohu8.com/S/03690\">美团-W</a>、 <a href=\"https://laohu8.com/S/00981\">中芯国际</a>、<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>等港股将公布财报。此外,美股<a href=\"https://laohu8.com/S/PONY\">小马智行</a>(盘前)将公布财报。</p><p><strong>资料来源</strong> :华尔街见闻、老虎资讯综合、公开市场数据</p><p><strong>免责声明</strong> :本内容仅供参考,不构成任何投资建议。</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","BK0214":"IT设备","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) 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INC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172360622","content_text":"摘要:美伊谈判存疑,美股震荡收涨!ARM暴涨16%,英特尔、AMD涨超7%;中国金龙指数涨近2%,京东涨超8%,阿里涨超3%谷歌发布KV缓存压缩技术,存储需求预期遭冲击,美股存储板块集体下挫商业航天概念因“SpaceX即将递交招股书”传言集体大涨!LUNR涨近15%,PL涨超11%,ASTSW涨超10%,回声星通信涨超7%伊朗拒绝美国停战方案、称不允许特朗普决定停战时间,白宫称美伊在谈判且有成效,伊外长称信息交流并非谈判特朗普组建科技委员会:扎克伯格、黄仁勋、苏姿丰、埃里森等顶级CEO入选今日关注:美团、中芯国际、华虹半导体、小马智行将公布财报;美国公布初请失业金人数01 股市美伊停火谈判前景主导周三市场走势,抱着对“停火并展开谈判”的期待,即便双方开出的条件分歧巨大,美股三大指数依然录得本周第二个携手上涨的交易日。截至收盘,标普500指数涨0.54%,报6591.90点;纳斯达克综合指数涨0.77%,报21929.83点;道琼斯工业平均指数涨0.66%,报46429.49点。综合央视新闻等媒体报道,美方提出的“15点停战协议”中要求伊朗拆除其主要核设施,并将导弹力量削减到仅用于自卫的程度。而伊朗方面开出的停火条件,包含切实保证美以不再对伊朗发动战争,并要求战争赔偿和承认其对霍尔木兹海峡的管辖权。至于白宫方面反复提及的“与伊朗进行谈判”,伊朗外长阿拉格齐回应称,过去几天,美国通过几个友好国家向伊朗传递关于结束战争的提议,伊朗高层正予以研究,但伊朗经由这些调解方“交流信息”并不意味着与美国进行谈判。伊朗外长也强调,霍尔木兹海峡“仅对敌人关闭”,伊朗军方已经为友好国家的船只“提供了安全通行”。伊朗议会议长卡利巴夫也发出警告称,根据一些情报,伊朗的敌人在“某个地区国家”的支持下,正筹备夺取伊朗某岛屿。卡利巴夫表示,如果他们胆敢采取任何行动,该国的一切关键基础设施将毫无保留地成为无情打击的目标。与此同时,随着海湾地区消息称伊朗不愿再与美国的中东特使维特科夫,以及特朗普的顾问兼女婿库什纳谈判后,本轮冲突期间多数时间保持沉默的美国副总统万斯成为焦点人物。数小时前的消息称,美方正设法安排本周末在巴基斯坦举行一场会议,万斯将前往巴基斯坦。不过这项安排的时间、地点和参会人员仍存较大变数,同时也不清楚是否会有伊朗方面的代表出席。布朗兄弟哈里曼(BBH)策略师Elias Haddad表示,尽管地缘局势仍存在战略层面的模糊性,但市场当前的仓位配置已经开始押注冲突将走向缓和。最终,伊朗如何回应美国的“降级冲突”政策转向,将决定市场是否已经度过最恐慌阶段,还是更大风险仍在前方。作为这场战争的另一个参与方,以色列方面据传正“加快打击伊朗的节奏”。据多名知情人士表示,以色列总理内塔尼亚胡周二下令,在接下来的48小时内尽一切努力摧毁尽可能多的伊朗军事工业设施。匆忙之举也映射出以色列方面的担忧,即战争可能会很快被迫停止。热门股表现:英伟达涨1.99%、苹果涨0.39%、谷歌-A涨0.17%、微软跌0.46%、亚马逊涨2.16%、台积电涨1.35%、博通涨0.16%、Meta涨0.33%、特斯拉涨0.76%、伯克希尔哈撒韦-A跌0.46%。商业航天概念因“SpaceX即将递交招股书”传言集体大涨。持有SpaceX股票的回声星通信涨7.43%,Planet Labs涨超11%,AST SpaceMobile涨超10%。Intuitive Machines也因拿到NASA商业月球负载任务的1.8亿美元订单大涨14.68%。由于“CPU供应紧张”的报道,英特尔、AMD周三均涨超7%。Arm也在前一日公布自研AGI CPU并给出惊人营收增长展望后大涨16.38%。受贵金属价格反弹带动,伊格尔矿业涨4.68%,金罗斯黄金、泛美白银均涨超3%。谷歌TurboQuant冲击存储需求,存储概念股下挫,美光科技、闪迪跌超3%,希捷科技跌超2%,西部数据跌1.63%。中国金龙指数涨近2%,中概股多数上涨。阿里巴巴涨3.50%、拼多多绩后涨4.61%、网易涨0.82%、京东涨8.3%、百度涨2.73%、携程涨0.31%、理想汽车涨1.86%、哔哩哔哩涨1.49%、晶科能源涨3.8%、金山云涨6.71%。02 其他市场美国10年期国债收益率跌3.76个基点,报4.3223%。两年期美债收益率跌0.82个基点,报3.8852%。国际油价03月25日下跌。截至当天收盘,纽约商品交易所WTI原油期货当月连续合约下跌1.06美元,收于每桶91.29美元,跌幅为1.15%。COMEX黄金期货当月连续合约上涨101.30美元,涨幅2.30%,报4503.3美元/盎司。COMEX白银期货当月连续合约上涨1.88美元,涨幅2.70%,报71.445美元/盎司。现货黄金上涨32.15美元,涨幅0.72%,报4506.53美元/盎司。现货白银下跌0.01美元,跌幅0.01%,报71.25美元/盎司。03 国际宏观伊朗拒绝美国停战方案、称不允许特朗普决定停战时间,白宫称美伊在谈判且有成效,伊外长称信息交流并非谈判伊朗提出承认对霍尔木兹海峡行使主权等五项结束战争条件,称美15条提议是“罗列幻想”;若支持伊敌对势力,“某地区国家”基础设施将遭猛烈攻击。伊朗外长称,近几日美方通过“友好国家”向伊传递停战提议,伊高层正予以研究,这是信息交流,并非对话或谈判。白宫重申对伊行动计划四至六周,称外界有关在巴基斯坦等地举行美伊会谈的说法不应视为已确定安排。伊军方威胁开启曼德海峡新战线,称霍尔木兹局势发展由伊掌控;击落一架美军F-18战机。伊总统称国家高层在战争问题上高度团结。美众议长称美军不会在伊地面作战。白宫据称拟本周末在巴基斯坦开会讨论伊战“退出方案”。以色列据称担心美或为推动谈判单方面停火,以总理下令48小时内尽可能多摧毁伊军工设施。阿拉伯调解人称,伊朗私下态度不及公开强硬,谈判艰难但未破裂。伊朗称“除了交战国,海峡已开放”!“非敌对船只”可以“在与伊朗协调下”通过霍尔木兹海峡伊朗外长阿拉格齐表示,伊方致力于实现全面停战而不仅仅是暂时停火。霍尔木兹海峡对所有人开放,船只可以安全通过,但正在交战的国家不在考虑之列。非敌对船只在与其协调后可安全通过霍尔木兹海峡。同时,市场传出伊朗向部分商船收取最高200万美元通行费的消息,伊朗驻印使馆予以否认。美国政府豁免夏季汽油销售限制,应对油价飙升美国政府豁免夏季汽油销售管制措施,旨在缓解伊朗战争期间造成的油价飙升。美国环保署(EPA)发布紧急豁免令,取消含有15%乙醇的E15混合汽油销售限制。为减少空气污染,当局原本在6月至9月期间,限制E15汽油的销售。EPA还发布一项豁免令,取消所有联邦层级限制销售E10汽油的障碍,E10是一种含有10%乙醇的混合燃料,这些豁免令将于5月1日生效。普京签署法令,俄罗斯自5月起限制黄金出口自5月1日起禁止从俄罗斯出口超过100克的金条。俄罗斯副总理称其是更广泛打击影子经济行动的一部分。俄罗斯副财政部长指出,黄金正越来越多地成为非法交易中替代外汇的工具,助长资本外逃和洗钱活动。分析称,该政策将于5月1日生效,在此之前可能会出现一波黄金抛售潮。俄罗斯是全球主要黄金生产国,排名第二。04 公司新闻谷歌发布KV缓存压缩技术,存储需求预期遭冲击,美股存储板块集体下挫存储股盘中重挫,收盘时跌幅普遍收窄。闪迪、美光收跌超3%,希捷收跌2.76%,西部数据跌1.63%。谷歌发布的新型AI内存压缩技术TurboQuant,引发市场对存储需求前景的担忧。据称,该技术可在不损失准确性的前提下,将大语言模型的缓存内存占用至少减少6倍,并实现最高8倍的加速,旨在解决AI推理与向量搜索中的内存瓶颈问题。摩根士丹利指出,谷歌TurboQuant技术仅作用于推理阶段的键值缓存,不影响模型权重所占用的高带宽内存(HBM),也与训练任务无关。因此,这并非存储总需求或硬件总量减少6倍,而是通过效率提升增加单GPU吞吐量——相同硬件可支持4至8倍更长的上下文,或在不触发内存溢出的前提下显著提升批处理规模。尽管如此,存储板块今年以来累计涨幅显著,估值本已承压,任何可能削减硬件需求的技术进展都足以触发市场的防御性反应。闪迪收购南亚科技1.39亿股,10亿美元入股,加码DRAM布局闪迪旗下子公司闪迪科技将以约10亿美元,通过私募方式购入南亚科技约1.39亿股股份。作为交易的配套安排,南亚科技将依据一项多年战略供应协议,向闪迪科技提供DRAM产品,这标志着双方从单纯买卖关系迈向深度战略绑定。美国邮政拟征收快递“燃油附加费”美国邮政(USPS)周三宣布,为应对运输成本上升(包括因中东战争导致的油价上涨),拟对包裹和特快邮件投递征收8%临时附加费用。公告显示,如获邮政监管委员会批准,这次涨价将于4月26日生效,并持续到2027年1月17日。苹果据称正在“蒸馏”Gemini模型周三有消息称,基于双方的合作协议,苹果正尝试通过“模型蒸馏”方式压缩谷歌Gemini大模型,以适配本地设备运行。这意味着双方合作不止云端调用,而是深入到模型层能力迁移。不过Gemini与苹果设备任务场景存在对齐挑战,仍需额外工程适配。特朗普组建科技委员会:扎克伯格、黄仁勋、苏姿丰、埃里森等顶级CEO入选特朗普政府正将美国最具影响力的科技企业领袖纳入其人工智能政策决策圈。这一举措标志着硅谷与白宫关系的深刻转变,也折射出本届政府将AI主导权视为国家战略核心的施政取向。里程碑意义裁决!Meta和谷歌在社交媒体成瘾案中被判承担责任美国陪审团认定,Meta和谷歌应承担责任,必须向一名20岁女性支付赔偿金;该女性指控称,她对这两家公司的社交媒体平台上瘾,导致其遭受心理健康危机。这一结果可能预示着两家公司在应对数千起类似诉讼时将面临巨大风险,或涉及数十亿美元。相关诉讼指控Instagram、YouTube等平台被故意设计成让年轻用户上瘾,而忽视其身心健康。默沙东67亿美元收购Terns当地时间周三,美国医药巨头默沙东宣布,已达成一项67亿美元的全现金交易,拟收购癌症生物科技公司Terns Pharmaceuticals,以获得其一款前景可期的白血病治疗药物。受此消息影响,Terns股价周三上涨5.72%,默沙东涨2.58%。谷歌最新AI音频模型可制作3分钟完整歌曲谷歌周三发布文生音乐新模型Lyria 3 Pro,最大的改进是能够制作完整的三分钟歌曲,而在上个月推出Lyria 3模型时仅能生成30秒。美国大幅增加关键导弹系统订单洛克希德·马丁和BAE Systems已与美国国防部达成协议,计划将萨德(THAAD)拦截弹导引头(seeker)的产量提高至当前的四倍。此外,洛克希德·马丁还将与五角大楼一道提升“精确打击导弹”( PrSM)的产量。该导弹未来将用于替代美国陆军现役的陆军战术导弹系统(ATACMS)。05 今日关注经济数据:20:30美国将公布当周初请失业金人数,这是美国劳动力市场最及时的高频指标之一。财经事件:世贸组织第14届部长级会议举行,商务部部长王文涛将出席。业绩方面,美团-W、 中芯国际、华虹半导体等港股将公布财报。此外,美股小马智行(盘前)将公布财报。资料来源 :华尔街见闻、老虎资讯综合、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":{".IXIC":2,".DJI":2,".SPX":2}},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546362203137384,"gmtCreate":1774398588620,"gmtModify":1774398590648,"author":{"id":"3575112980638286","authorId":"3575112980638286","name":"kikijoblor","avatar":"https://static.tigerbbs.com/f5e0c90c5476db763ae92614727b750d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575112980638286","authorIdStr":"3575112980638286"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546362203137384","repostId":"1148813137","repostType":2,"repost":{"id":"1148813137","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":1774393269,"share":"https://www.laohu8.com/m/news/1148813137?lang=zh_CN&edition=full","pubTime":"2026-03-25 07:01","market":"fut","language":"zh","title":"昨夜今晨|美股收跌,Circle重挫20%,AAOI飙涨近19%;Arm盘后涨超8%;SpaceX计划最早于本周提交IPO申请筹集超过750亿美元资金","url":"https://stock-news.laohu8.com/highlight/detail?id=1148813137","media":"老虎资讯综合","summary":"02 其他市场3月25日十年美债收益率下降0.55%,最新收益率为4.37%。3月25日美元指数下降0.02%,报99.19。03 国际宏观土耳其央行拟以黄金换汇干预汇市,护卫里拉汇率。欧盟汽车数据回暖,电动车渗透率快速提升。美国与伊朗被曝通过中间方进行接触,探讨可持续停火方案。公司汽车及AI创新业务全年收入同比激增223.8%,多元化战略带动整体业绩超预期。三井住友金融筹划收购杰富瑞,已组建专项团队评估估值。","content":"<html><head></head><body><p><strong>摘要:</strong></p><ul style=\"\"><li><p>美股收盘:中东增兵与谈判信号交错,三大指数收跌;软件股再溃败,<a href=\"https://laohu8.com/S/CRM\">赛富时</a>跌超6%;光通信牛股AAOI飙涨近19%</p></li><li><p>美国拟议法案或限制稳定币“生息”,<a href=\"https://laohu8.com/S/CRCL\">Circle</a>重挫20%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>跌近10%</p></li><li><p>Arm亲自下场造芯,首款CPU直指AI数据中心,料年收入150亿!盘后股价涨超8%</p></li><li><p>SpaceX计划最早于本周提交IPO申请筹集超过750亿美元资金</p></li><li><p>SK海力士申请今年在美国挂牌交易ADR</p></li><li><p>OpenAI计划关停Sora视频平台,非营利部门希望2026年开支10亿美元</p></li><li><p>特朗普称美伊谈判“可能已相当接近达成协议”,报道称美国有意停火一个月、提15条和谈方案</p></li><li><p>今日关注:<a href=\"https://laohu8.com/S/01024\">快手</a>、<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/ONDS\">Ondas</a>将公布财报</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/269fb6e95d5bd9aa8798598e0814e695\" title=\"\" tg-width=\"2160\" tg-height=\"3840\"/></p><h2 id=\"id_1508745781\">01 股市</h2><p>在互相矛盾的中东消息影响下,美股三大指数重拾跌势。截至收盘,标普500指数跌0.37%,报6556.37点;纳斯达克综合指数跌0.84%,报21761.89点;道琼斯工业平均指数跌0.18%,报46124.06点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a21a4d88c9c390508e6126c517a7c54e\" title=\"\" tg-width=\"915\" tg-height=\"146\"/></p><p><strong>美股盘中</strong>,据报道美国计划向中东增兵3000人的消息令市场情绪急剧恶化,WTI原油一度突破每桶93美元,美股随之跳水。</p><p style=\"text-align: justify;\"><strong>盘后</strong>据央视新闻,特朗普称美伊谈判“可能已相当接近达成协议”、伊朗同意永不拥有核武,报道称美国有意停火一个月、提15条和谈方案。这反映出特朗普政府正急于寻找结束冲突的出路,以应对其带来的经济影响。消息推动WTI原油在盘后1小时内急挫逾6%,日内涨幅几乎全数抹平。</p><p>热门股表现:<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌0.25%、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨0.06%、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>-A跌3.85%、<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌2.68%、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌1.38%、<a href=\"https://laohu8.com/S/TSM\">台积电</a>涨1.42%、<a href=\"https://laohu8.com/S/AVGO\">博通</a>跌1.31%、<a href=\"https://laohu8.com/S/META\">Meta</a>跌1.84%、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨0.57%。</p><p style=\"text-align: justify;\">光通信牛股<a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a>涨18.94%,公司披露收到超大规模数据中心客户的5300万美元800G单模数据中心收发器订单。Lumentum涨10.02%、Coherent涨6.78%、<a href=\"https://laohu8.com/S/GLW\">康宁</a>涨8.43%。</p><p>亚马逊新工具引发连锁反应,美股软件股再溃败!赛富时跌超6%、<a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>跌5.68%、<a href=\"https://laohu8.com/S/SAP\">SAP</a>跌超4%。</p><p style=\"text-align: justify;\">中概股涨跌不一,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌0.46%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌3.38%,<a href=\"https://laohu8.com/S/NTES\">网易</a>跌1.09%,<a href=\"https://laohu8.com/S/JD\">京东</a>跌0.25%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌1.75%,<a href=\"https://laohu8.com/S/TCOM\">携程</a>跌0.27%,拼多多涨1.91%、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨3.62%、<a href=\"https://laohu8.com/S/JKS\">晶科能源</a>涨6.73%。</p><h2 id=\"id_1294998459\">02 其他市场</h2><p>美国10年期国债收益率涨1.79个基点,报4.3359%。两年期美债收益率涨3.68个基点,报3.8887%。</p><p style=\"text-align: justify;\">商品:现货黄金涨1.15%,报4459.60美元/盎司。现货白银涨2.65%,刷新日高至71.0768美元/盎司。WTI 5月原油期货收涨4.79%,报92.35美元/桶。布伦特5月原油期货收涨4.55%,报104.49美元/桶。</p><h2 id=\"id_1446291589\">03 国际宏观</h2><p><strong>特朗普称美伊谈判“可能已相当接近达成协议”,报道称美国有意停火一个月、提15条和谈方案</strong></p><p>当地时间周二,美国总统特朗普称,伊朗方面“希望达成协议”,“开始理性沟通”;美国正与伊方谈判、与“正确的人”沟通;伊方同意不发展核武,包括不会进行铀浓缩活动;美对伊行动已“取得胜利”,希望外交方式结束军事行动。</p><p style=\"text-align: justify;\">报道称,美国正与多个斡旋方讨论最快于本周举行对伊朗的高层和平会谈,但仍在等待德黑兰方面回应。据了解,美国已向伊朗提出一份包含15项内容的停战方案,并称伊方已在部分关键条款上作出让步,但目前尚无确凿证据显示协议已达成。</p><p><strong>美国3月综合PMI意外降至51.4,制造业扩张提速,服务业增长放缓</strong></p><p>美国3月<a href=\"https://laohu8.com/S/SPGI\">标普全球</a>综合PMI初值降至51.4,创11个月新低,制造业与服务业走势分化:制造业PMI升至52.4,服务业PMI降至51.1。投入成本涨幅为十个月最大,销售价格创2022年8月以来新高,就业出现一年多来首次下滑。标普全球经济学家表示,数据预示GDP年化增速仅1.0%,通胀或回升至4%左右,美国面临滞胀风险。</p><p><strong>美联储理事巴尔:利率或需在一段时间内保持稳定</strong></p><p>美联储理事巴尔表示,为应对显著高于美联储2%目标的通胀,政策制定者可能需要在一段时间内保持利率稳定。“尽管我希望随着关税对价格的影响在今年晚些时候减弱,通胀会下降,但在考虑进一步降息之前,我希望看到商品和服务价格通胀持续回落的证据,前提是劳动力市场状况保持稳定。”巴尔表示,他支持美联储上周维持基准政策利率不变的决定。他指出,中东局势带来了“额外风险”。油价上涨往往会迅速传导至汽油价格,这对中低收入家庭可能尤为不利。</p><p><strong>民调显示特朗普支持率创重返白宫后新低</strong></p><p style=\"text-align: justify;\">随着中东战争引发美国人的生活成本飙升,周二公布的最新民调显示,美国总统特朗普的支持率从上周的40%降至36%,创重返白宫后的最低水平。</p><p style=\"text-align: justify;\"><strong>NASA押注月球基地、核动力飞船</strong></p><p style=\"text-align: justify;\">美国国家航空航天局(NASA)新任局长贾里德·艾萨克曼当地时间周二表示,NASA将取消在月球轨道部署空间站的计划,转而在未来七年内利用相关组件,在月球表面建设一座耗资200亿美元的基地。</p><p style=\"text-align: justify;\">NASA也将同步推进核动力推进系统等前沿技术,计划在2028年前发射核动力深空飞行器,为未来火星任务铺路。</p><h2 id=\"id_1774046949\">04 公司新闻</h2><p><strong>SpaceX计划最早于本周提交IPO申请筹集超过750亿美元资金</strong></p><p>据一名知情人士透露,SpaceX计划于本周晚些时候或下周向监管机构提交首次公开发行招股说明书。此次秘密提交将正式敲定埃隆・马斯克旗下这家火箭与通信公司的IPO计划,目标是在6月挂牌上市。此次IPO将检验投资者对这桩有望成为美国史上规模最大IPO的认购热情,其体量将远超以往。该人士称,参与筹备工作的顾问预计,公司在IPO中或拟募资超750亿美元,高于此前报道的500亿美元预估。公司最新估值为1.25万亿美元,实际募资规模与估值将在IPO前数周最终确定。</p><p><strong>美国拟议法案或限制稳定币“生息”,Circle重挫20%,Coinbase跌近10%</strong></p><p>稳定币发行商Circle周二暴跌20.11%,创公司历史最大单日跌幅。消息面上,最新版本的美国加密法案“清晰法案”(Clarity Act)可能禁止稳定币发行商仅因客户持有稳定币就向其支付类似于“利息”的收益,而这正是此类资产获客的关键方式。USDC主要分发平台的Coinbase也因此下跌近10%。</p><p style=\"text-align: justify;\">另据报道,Circle的竞争对手Tether宣布已聘请一家未具名的四大会计师事务所,首次对其USDT储备进行审计。</p><p><strong>SK海力士申请今年在美国挂牌交易ADR</strong></p><p>SK海力士为美国上市股票向证券交易委员会(SEC)递交F-1申请表。该公司在监管文件中称,尚未决定美国挂牌交易股票的细节。</p><p><strong>Arm亲自下场造芯,首款CPU直指AI数据中心,料年收入150亿!盘后股价涨超8%</strong></p><p>芯片设计巨头Arm开始下场做选手,正式发布首款自研CPU,意味着其商业模式发生根本转向:从授权收费走向直接参与万亿美元AI算力市场分成。</p><p>美东时间24日周二,Arm宣布推出名为“<a href=\"https://laohu8.com/S/AGBK\">AGI</a> CPU”的首款自研处理器,并确认Meta为首批客户之一。该产品由台积电代工生产,面向AI数据中心,最高可达136核,功耗约300瓦,旨在提升算力密度与能效表现。</p><p>Arm预计,新芯片业务将在五年内创造约150亿美元的年度营收,超越现有业务的销售额,推动公司的年度总销售额届时达到约250亿美元,为当前水平的五倍。届时,Arm的每股收益(EPS)将达到9美元。而分析师此前预计,Arm本财年的剔除部分特定项目调整后EPS只有1.75美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82f85fe6a5cec1b87b60bd12edb84328\" title=\"\" tg-width=\"462\" tg-height=\"162\"/></p><p><strong>OpenAI计划关停Sora视频平台,非营利部门希望2026年开支10亿美元</strong></p><p style=\"text-align: justify;\">OpenAI旗下视频生成应用Sora周二宣布将停止服务。同时据多家媒体披露,在周二的一封内部信中,奥尔特曼表示Sora的API也会一同关闭,以释放算力资源全力推进下一代旗舰模型“Spud”,公司也搁置了在ChatGPT中推出视频功能的计划。</p><p>这一举措是OpenAI在潜在最早于今年第四季度进行IPO前,重新聚焦商业与编程功能的一系列调整之一。OpenAI计划今年通过其非营利部门投资10亿美元用于各类与人工智能相关的项目,该部门还进行了多项关键人事任命。同日,报道称,OpenAI完成了新款AI模型的初步开发,Altman不再直接监督该公司的安全团队,将侧重于融资和供应链,打造数据中心。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/809d29ce9d7459c739ad3f85aecf1d3e\" title=\"\" tg-width=\"753\" tg-height=\"350\"/></p><p><strong>微软租下<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>与OpenAI放弃的德克萨斯数据中心,与英伟达就核能展开AI合作</strong></p><p>微软悄然接盘甲骨文与OpenAI谈判破裂的德克萨斯700兆瓦数据中心项目,豪掷约500亿美元押注AI基础设施扩张;与此同时,微软携手英伟达推出"AI for nuclear"计划,借助AI将核电许可审批周期压缩92%。一场争夺算力与能源的双线战役,微软已全面提速。</p><p style=\"text-align: justify;\"><strong>Meta任命新负责人推动人工智能转型</strong></p><p style=\"text-align: justify;\">据一份内部备忘录显示,Meta首席技术官安德鲁·博斯沃思将接手公司“AI For Work”计划,推动人工智能在全公司普及。公司目前专注于在其7.8万名员工中推动 AI 的普及,以加快工作节奏、消除组织结构层级,并改变员工的日常工作。</p><p style=\"text-align: justify;\"><strong>亚马逊进军人形<a href=\"https://laohu8.com/S/300024\">机器人</a>赛道</strong></p><p style=\"text-align: justify;\">亚马逊周二确认,公司已经收购人形机器人初创公司Fauna Robotics,财务条款不详。该公司创立于2024年,并在今年初推出售价5万美元的人形机器人Sprout。</p><h2 id=\"id_2599207250\">05 今日关注</h2><p>经济数据:美国至3月20日当周EIA原油库存 22:30 公布。</p><p>财经事件:2026<a href=\"https://laohu8.com/S/000931\">中关村</a>论坛年会将在北京开幕,主题为“科技创新和产业创新深度融合”;SEMICON China 2026也将于在上海举行。前者更偏政策、前沿科技与产业落地,后者则是半导体设计、制造、封测、设备和材料链条的重要行业风向标。</p><p>业绩:<a href=\"https://laohu8.com/S/01024\">快手-W</a>、<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>、<a href=\"https://laohu8.com/S/03888\">金山软件 </a>等港股将公布财报。此外,美股 <a href=\"https://laohu8.com/S/PDD\">拼多多 </a> 、<a href=\"https://laohu8.com/S/ONDS.US\">Ondas </a>(盘前)将公布财报。</p><p><strong>资料来源</strong> :华尔街见闻、老虎资讯综合、公开市场数据</p><p><strong>免责声明</strong> :本内容仅供参考,不构成任何投资建议。</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨|美股收跌,Circle重挫20%,AAOI飙涨近19%;Arm盘后涨超8%;SpaceX计划最早于本周提交IPO申请筹集超过750亿美元资金</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨|美股收跌,Circle重挫20%,AAOI飙涨近19%;Arm盘后涨超8%;SpaceX计划最早于本周提交IPO申请筹集超过750亿美元资金\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\">2026-03-25 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>摘要:</strong></p><ul style=\"\"><li><p>美股收盘:中东增兵与谈判信号交错,三大指数收跌;软件股再溃败,<a href=\"https://laohu8.com/S/CRM\">赛富时</a>跌超6%;光通信牛股AAOI飙涨近19%</p></li><li><p>美国拟议法案或限制稳定币“生息”,<a href=\"https://laohu8.com/S/CRCL\">Circle</a>重挫20%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>跌近10%</p></li><li><p>Arm亲自下场造芯,首款CPU直指AI数据中心,料年收入150亿!盘后股价涨超8%</p></li><li><p>SpaceX计划最早于本周提交IPO申请筹集超过750亿美元资金</p></li><li><p>SK海力士申请今年在美国挂牌交易ADR</p></li><li><p>OpenAI计划关停Sora视频平台,非营利部门希望2026年开支10亿美元</p></li><li><p>特朗普称美伊谈判“可能已相当接近达成协议”,报道称美国有意停火一个月、提15条和谈方案</p></li><li><p>今日关注:<a href=\"https://laohu8.com/S/01024\">快手</a>、<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/ONDS\">Ondas</a>将公布财报</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/269fb6e95d5bd9aa8798598e0814e695\" title=\"\" tg-width=\"2160\" tg-height=\"3840\"/></p><h2 id=\"id_1508745781\">01 股市</h2><p>在互相矛盾的中东消息影响下,美股三大指数重拾跌势。截至收盘,标普500指数跌0.37%,报6556.37点;纳斯达克综合指数跌0.84%,报21761.89点;道琼斯工业平均指数跌0.18%,报46124.06点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a21a4d88c9c390508e6126c517a7c54e\" title=\"\" tg-width=\"915\" tg-height=\"146\"/></p><p><strong>美股盘中</strong>,据报道美国计划向中东增兵3000人的消息令市场情绪急剧恶化,WTI原油一度突破每桶93美元,美股随之跳水。</p><p style=\"text-align: justify;\"><strong>盘后</strong>据央视新闻,特朗普称美伊谈判“可能已相当接近达成协议”、伊朗同意永不拥有核武,报道称美国有意停火一个月、提15条和谈方案。这反映出特朗普政府正急于寻找结束冲突的出路,以应对其带来的经济影响。消息推动WTI原油在盘后1小时内急挫逾6%,日内涨幅几乎全数抹平。</p><p>热门股表现:<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌0.25%、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨0.06%、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>-A跌3.85%、<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌2.68%、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌1.38%、<a href=\"https://laohu8.com/S/TSM\">台积电</a>涨1.42%、<a href=\"https://laohu8.com/S/AVGO\">博通</a>跌1.31%、<a href=\"https://laohu8.com/S/META\">Meta</a>跌1.84%、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨0.57%。</p><p style=\"text-align: justify;\">光通信牛股<a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a>涨18.94%,公司披露收到超大规模数据中心客户的5300万美元800G单模数据中心收发器订单。Lumentum涨10.02%、Coherent涨6.78%、<a href=\"https://laohu8.com/S/GLW\">康宁</a>涨8.43%。</p><p>亚马逊新工具引发连锁反应,美股软件股再溃败!赛富时跌超6%、<a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>跌5.68%、<a href=\"https://laohu8.com/S/SAP\">SAP</a>跌超4%。</p><p style=\"text-align: justify;\">中概股涨跌不一,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌0.46%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌3.38%,<a href=\"https://laohu8.com/S/NTES\">网易</a>跌1.09%,<a href=\"https://laohu8.com/S/JD\">京东</a>跌0.25%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌1.75%,<a href=\"https://laohu8.com/S/TCOM\">携程</a>跌0.27%,拼多多涨1.91%、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨3.62%、<a href=\"https://laohu8.com/S/JKS\">晶科能源</a>涨6.73%。</p><h2 id=\"id_1294998459\">02 其他市场</h2><p>美国10年期国债收益率涨1.79个基点,报4.3359%。两年期美债收益率涨3.68个基点,报3.8887%。</p><p style=\"text-align: justify;\">商品:现货黄金涨1.15%,报4459.60美元/盎司。现货白银涨2.65%,刷新日高至71.0768美元/盎司。WTI 5月原油期货收涨4.79%,报92.35美元/桶。布伦特5月原油期货收涨4.55%,报104.49美元/桶。</p><h2 id=\"id_1446291589\">03 国际宏观</h2><p><strong>特朗普称美伊谈判“可能已相当接近达成协议”,报道称美国有意停火一个月、提15条和谈方案</strong></p><p>当地时间周二,美国总统特朗普称,伊朗方面“希望达成协议”,“开始理性沟通”;美国正与伊方谈判、与“正确的人”沟通;伊方同意不发展核武,包括不会进行铀浓缩活动;美对伊行动已“取得胜利”,希望外交方式结束军事行动。</p><p style=\"text-align: justify;\">报道称,美国正与多个斡旋方讨论最快于本周举行对伊朗的高层和平会谈,但仍在等待德黑兰方面回应。据了解,美国已向伊朗提出一份包含15项内容的停战方案,并称伊方已在部分关键条款上作出让步,但目前尚无确凿证据显示协议已达成。</p><p><strong>美国3月综合PMI意外降至51.4,制造业扩张提速,服务业增长放缓</strong></p><p>美国3月<a href=\"https://laohu8.com/S/SPGI\">标普全球</a>综合PMI初值降至51.4,创11个月新低,制造业与服务业走势分化:制造业PMI升至52.4,服务业PMI降至51.1。投入成本涨幅为十个月最大,销售价格创2022年8月以来新高,就业出现一年多来首次下滑。标普全球经济学家表示,数据预示GDP年化增速仅1.0%,通胀或回升至4%左右,美国面临滞胀风险。</p><p><strong>美联储理事巴尔:利率或需在一段时间内保持稳定</strong></p><p>美联储理事巴尔表示,为应对显著高于美联储2%目标的通胀,政策制定者可能需要在一段时间内保持利率稳定。“尽管我希望随着关税对价格的影响在今年晚些时候减弱,通胀会下降,但在考虑进一步降息之前,我希望看到商品和服务价格通胀持续回落的证据,前提是劳动力市场状况保持稳定。”巴尔表示,他支持美联储上周维持基准政策利率不变的决定。他指出,中东局势带来了“额外风险”。油价上涨往往会迅速传导至汽油价格,这对中低收入家庭可能尤为不利。</p><p><strong>民调显示特朗普支持率创重返白宫后新低</strong></p><p style=\"text-align: justify;\">随着中东战争引发美国人的生活成本飙升,周二公布的最新民调显示,美国总统特朗普的支持率从上周的40%降至36%,创重返白宫后的最低水平。</p><p style=\"text-align: justify;\"><strong>NASA押注月球基地、核动力飞船</strong></p><p style=\"text-align: justify;\">美国国家航空航天局(NASA)新任局长贾里德·艾萨克曼当地时间周二表示,NASA将取消在月球轨道部署空间站的计划,转而在未来七年内利用相关组件,在月球表面建设一座耗资200亿美元的基地。</p><p style=\"text-align: justify;\">NASA也将同步推进核动力推进系统等前沿技术,计划在2028年前发射核动力深空飞行器,为未来火星任务铺路。</p><h2 id=\"id_1774046949\">04 公司新闻</h2><p><strong>SpaceX计划最早于本周提交IPO申请筹集超过750亿美元资金</strong></p><p>据一名知情人士透露,SpaceX计划于本周晚些时候或下周向监管机构提交首次公开发行招股说明书。此次秘密提交将正式敲定埃隆・马斯克旗下这家火箭与通信公司的IPO计划,目标是在6月挂牌上市。此次IPO将检验投资者对这桩有望成为美国史上规模最大IPO的认购热情,其体量将远超以往。该人士称,参与筹备工作的顾问预计,公司在IPO中或拟募资超750亿美元,高于此前报道的500亿美元预估。公司最新估值为1.25万亿美元,实际募资规模与估值将在IPO前数周最终确定。</p><p><strong>美国拟议法案或限制稳定币“生息”,Circle重挫20%,Coinbase跌近10%</strong></p><p>稳定币发行商Circle周二暴跌20.11%,创公司历史最大单日跌幅。消息面上,最新版本的美国加密法案“清晰法案”(Clarity Act)可能禁止稳定币发行商仅因客户持有稳定币就向其支付类似于“利息”的收益,而这正是此类资产获客的关键方式。USDC主要分发平台的Coinbase也因此下跌近10%。</p><p style=\"text-align: justify;\">另据报道,Circle的竞争对手Tether宣布已聘请一家未具名的四大会计师事务所,首次对其USDT储备进行审计。</p><p><strong>SK海力士申请今年在美国挂牌交易ADR</strong></p><p>SK海力士为美国上市股票向证券交易委员会(SEC)递交F-1申请表。该公司在监管文件中称,尚未决定美国挂牌交易股票的细节。</p><p><strong>Arm亲自下场造芯,首款CPU直指AI数据中心,料年收入150亿!盘后股价涨超8%</strong></p><p>芯片设计巨头Arm开始下场做选手,正式发布首款自研CPU,意味着其商业模式发生根本转向:从授权收费走向直接参与万亿美元AI算力市场分成。</p><p>美东时间24日周二,Arm宣布推出名为“<a href=\"https://laohu8.com/S/AGBK\">AGI</a> CPU”的首款自研处理器,并确认Meta为首批客户之一。该产品由台积电代工生产,面向AI数据中心,最高可达136核,功耗约300瓦,旨在提升算力密度与能效表现。</p><p>Arm预计,新芯片业务将在五年内创造约150亿美元的年度营收,超越现有业务的销售额,推动公司的年度总销售额届时达到约250亿美元,为当前水平的五倍。届时,Arm的每股收益(EPS)将达到9美元。而分析师此前预计,Arm本财年的剔除部分特定项目调整后EPS只有1.75美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82f85fe6a5cec1b87b60bd12edb84328\" title=\"\" tg-width=\"462\" tg-height=\"162\"/></p><p><strong>OpenAI计划关停Sora视频平台,非营利部门希望2026年开支10亿美元</strong></p><p style=\"text-align: justify;\">OpenAI旗下视频生成应用Sora周二宣布将停止服务。同时据多家媒体披露,在周二的一封内部信中,奥尔特曼表示Sora的API也会一同关闭,以释放算力资源全力推进下一代旗舰模型“Spud”,公司也搁置了在ChatGPT中推出视频功能的计划。</p><p>这一举措是OpenAI在潜在最早于今年第四季度进行IPO前,重新聚焦商业与编程功能的一系列调整之一。OpenAI计划今年通过其非营利部门投资10亿美元用于各类与人工智能相关的项目,该部门还进行了多项关键人事任命。同日,报道称,OpenAI完成了新款AI模型的初步开发,Altman不再直接监督该公司的安全团队,将侧重于融资和供应链,打造数据中心。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/809d29ce9d7459c739ad3f85aecf1d3e\" title=\"\" tg-width=\"753\" tg-height=\"350\"/></p><p><strong>微软租下<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>与OpenAI放弃的德克萨斯数据中心,与英伟达就核能展开AI合作</strong></p><p>微软悄然接盘甲骨文与OpenAI谈判破裂的德克萨斯700兆瓦数据中心项目,豪掷约500亿美元押注AI基础设施扩张;与此同时,微软携手英伟达推出"AI for nuclear"计划,借助AI将核电许可审批周期压缩92%。一场争夺算力与能源的双线战役,微软已全面提速。</p><p style=\"text-align: justify;\"><strong>Meta任命新负责人推动人工智能转型</strong></p><p style=\"text-align: justify;\">据一份内部备忘录显示,Meta首席技术官安德鲁·博斯沃思将接手公司“AI For Work”计划,推动人工智能在全公司普及。公司目前专注于在其7.8万名员工中推动 AI 的普及,以加快工作节奏、消除组织结构层级,并改变员工的日常工作。</p><p style=\"text-align: justify;\"><strong>亚马逊进军人形<a href=\"https://laohu8.com/S/300024\">机器人</a>赛道</strong></p><p style=\"text-align: justify;\">亚马逊周二确认,公司已经收购人形机器人初创公司Fauna Robotics,财务条款不详。该公司创立于2024年,并在今年初推出售价5万美元的人形机器人Sprout。</p><h2 id=\"id_2599207250\">05 今日关注</h2><p>经济数据:美国至3月20日当周EIA原油库存 22:30 公布。</p><p>财经事件:2026<a href=\"https://laohu8.com/S/000931\">中关村</a>论坛年会将在北京开幕,主题为“科技创新和产业创新深度融合”;SEMICON China 2026也将于在上海举行。前者更偏政策、前沿科技与产业落地,后者则是半导体设计、制造、封测、设备和材料链条的重要行业风向标。</p><p>业绩:<a href=\"https://laohu8.com/S/01024\">快手-W</a>、<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>、<a href=\"https://laohu8.com/S/03888\">金山软件 </a>等港股将公布财报。此外,美股 <a href=\"https://laohu8.com/S/PDD\">拼多多 </a> 、<a href=\"https://laohu8.com/S/ONDS.US\">Ondas </a>(盘前)将公布财报。</p><p><strong>资料来源</strong> :华尔街见闻、老虎资讯综合、公开市场数据</p><p><strong>免责声明</strong> :本内容仅供参考,不构成任何投资建议。</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS \"A2\" (USD) INC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0117841782.USD":"JPM 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股市在互相矛盾的中东消息影响下,美股三大指数重拾跌势。截至收盘,标普500指数跌0.37%,报6556.37点;纳斯达克综合指数跌0.84%,报21761.89点;道琼斯工业平均指数跌0.18%,报46124.06点。美股盘中,据报道美国计划向中东增兵3000人的消息令市场情绪急剧恶化,WTI原油一度突破每桶93美元,美股随之跳水。盘后据央视新闻,特朗普称美伊谈判“可能已相当接近达成协议”、伊朗同意永不拥有核武,报道称美国有意停火一个月、提15条和谈方案。这反映出特朗普政府正急于寻找结束冲突的出路,以应对其带来的经济影响。消息推动WTI原油在盘后1小时内急挫逾6%,日内涨幅几乎全数抹平。热门股表现:英伟达跌0.25%、苹果涨0.06%、谷歌-A跌3.85%、微软跌2.68%、亚马逊跌1.38%、台积电涨1.42%、博通跌1.31%、Meta跌1.84%、特斯拉涨0.57%。光通信牛股Applied Optoelectronics涨18.94%,公司披露收到超大规模数据中心客户的5300万美元800G单模数据中心收发器订单。Lumentum涨10.02%、Coherent涨6.78%、康宁涨8.43%。亚马逊新工具引发连锁反应,美股软件股再溃败!赛富时跌超6%、ServiceNow跌5.68%、SAP跌超4%。中概股涨跌不一,阿里巴巴跌0.46%,哔哩哔哩跌3.38%,网易跌1.09%,京东跌0.25%,百度跌1.75%,携程跌0.27%,拼多多涨1.91%、理想汽车涨3.62%、晶科能源涨6.73%。02 其他市场美国10年期国债收益率涨1.79个基点,报4.3359%。两年期美债收益率涨3.68个基点,报3.8887%。商品:现货黄金涨1.15%,报4459.60美元/盎司。现货白银涨2.65%,刷新日高至71.0768美元/盎司。WTI 5月原油期货收涨4.79%,报92.35美元/桶。布伦特5月原油期货收涨4.55%,报104.49美元/桶。03 国际宏观特朗普称美伊谈判“可能已相当接近达成协议”,报道称美国有意停火一个月、提15条和谈方案当地时间周二,美国总统特朗普称,伊朗方面“希望达成协议”,“开始理性沟通”;美国正与伊方谈判、与“正确的人”沟通;伊方同意不发展核武,包括不会进行铀浓缩活动;美对伊行动已“取得胜利”,希望外交方式结束军事行动。报道称,美国正与多个斡旋方讨论最快于本周举行对伊朗的高层和平会谈,但仍在等待德黑兰方面回应。据了解,美国已向伊朗提出一份包含15项内容的停战方案,并称伊方已在部分关键条款上作出让步,但目前尚无确凿证据显示协议已达成。美国3月综合PMI意外降至51.4,制造业扩张提速,服务业增长放缓美国3月标普全球综合PMI初值降至51.4,创11个月新低,制造业与服务业走势分化:制造业PMI升至52.4,服务业PMI降至51.1。投入成本涨幅为十个月最大,销售价格创2022年8月以来新高,就业出现一年多来首次下滑。标普全球经济学家表示,数据预示GDP年化增速仅1.0%,通胀或回升至4%左右,美国面临滞胀风险。美联储理事巴尔:利率或需在一段时间内保持稳定美联储理事巴尔表示,为应对显著高于美联储2%目标的通胀,政策制定者可能需要在一段时间内保持利率稳定。“尽管我希望随着关税对价格的影响在今年晚些时候减弱,通胀会下降,但在考虑进一步降息之前,我希望看到商品和服务价格通胀持续回落的证据,前提是劳动力市场状况保持稳定。”巴尔表示,他支持美联储上周维持基准政策利率不变的决定。他指出,中东局势带来了“额外风险”。油价上涨往往会迅速传导至汽油价格,这对中低收入家庭可能尤为不利。民调显示特朗普支持率创重返白宫后新低随着中东战争引发美国人的生活成本飙升,周二公布的最新民调显示,美国总统特朗普的支持率从上周的40%降至36%,创重返白宫后的最低水平。NASA押注月球基地、核动力飞船美国国家航空航天局(NASA)新任局长贾里德·艾萨克曼当地时间周二表示,NASA将取消在月球轨道部署空间站的计划,转而在未来七年内利用相关组件,在月球表面建设一座耗资200亿美元的基地。NASA也将同步推进核动力推进系统等前沿技术,计划在2028年前发射核动力深空飞行器,为未来火星任务铺路。04 公司新闻SpaceX计划最早于本周提交IPO申请筹集超过750亿美元资金据一名知情人士透露,SpaceX计划于本周晚些时候或下周向监管机构提交首次公开发行招股说明书。此次秘密提交将正式敲定埃隆・马斯克旗下这家火箭与通信公司的IPO计划,目标是在6月挂牌上市。此次IPO将检验投资者对这桩有望成为美国史上规模最大IPO的认购热情,其体量将远超以往。该人士称,参与筹备工作的顾问预计,公司在IPO中或拟募资超750亿美元,高于此前报道的500亿美元预估。公司最新估值为1.25万亿美元,实际募资规模与估值将在IPO前数周最终确定。美国拟议法案或限制稳定币“生息”,Circle重挫20%,Coinbase跌近10%稳定币发行商Circle周二暴跌20.11%,创公司历史最大单日跌幅。消息面上,最新版本的美国加密法案“清晰法案”(Clarity Act)可能禁止稳定币发行商仅因客户持有稳定币就向其支付类似于“利息”的收益,而这正是此类资产获客的关键方式。USDC主要分发平台的Coinbase也因此下跌近10%。另据报道,Circle的竞争对手Tether宣布已聘请一家未具名的四大会计师事务所,首次对其USDT储备进行审计。SK海力士申请今年在美国挂牌交易ADRSK海力士为美国上市股票向证券交易委员会(SEC)递交F-1申请表。该公司在监管文件中称,尚未决定美国挂牌交易股票的细节。Arm亲自下场造芯,首款CPU直指AI数据中心,料年收入150亿!盘后股价涨超8%芯片设计巨头Arm开始下场做选手,正式发布首款自研CPU,意味着其商业模式发生根本转向:从授权收费走向直接参与万亿美元AI算力市场分成。美东时间24日周二,Arm宣布推出名为“AGI CPU”的首款自研处理器,并确认Meta为首批客户之一。该产品由台积电代工生产,面向AI数据中心,最高可达136核,功耗约300瓦,旨在提升算力密度与能效表现。Arm预计,新芯片业务将在五年内创造约150亿美元的年度营收,超越现有业务的销售额,推动公司的年度总销售额届时达到约250亿美元,为当前水平的五倍。届时,Arm的每股收益(EPS)将达到9美元。而分析师此前预计,Arm本财年的剔除部分特定项目调整后EPS只有1.75美元。OpenAI计划关停Sora视频平台,非营利部门希望2026年开支10亿美元OpenAI旗下视频生成应用Sora周二宣布将停止服务。同时据多家媒体披露,在周二的一封内部信中,奥尔特曼表示Sora的API也会一同关闭,以释放算力资源全力推进下一代旗舰模型“Spud”,公司也搁置了在ChatGPT中推出视频功能的计划。这一举措是OpenAI在潜在最早于今年第四季度进行IPO前,重新聚焦商业与编程功能的一系列调整之一。OpenAI计划今年通过其非营利部门投资10亿美元用于各类与人工智能相关的项目,该部门还进行了多项关键人事任命。同日,报道称,OpenAI完成了新款AI模型的初步开发,Altman不再直接监督该公司的安全团队,将侧重于融资和供应链,打造数据中心。微软租下甲骨文与OpenAI放弃的德克萨斯数据中心,与英伟达就核能展开AI合作微软悄然接盘甲骨文与OpenAI谈判破裂的德克萨斯700兆瓦数据中心项目,豪掷约500亿美元押注AI基础设施扩张;与此同时,微软携手英伟达推出\"AI for nuclear\"计划,借助AI将核电许可审批周期压缩92%。一场争夺算力与能源的双线战役,微软已全面提速。Meta任命新负责人推动人工智能转型据一份内部备忘录显示,Meta首席技术官安德鲁·博斯沃思将接手公司“AI For Work”计划,推动人工智能在全公司普及。公司目前专注于在其7.8万名员工中推动 AI 的普及,以加快工作节奏、消除组织结构层级,并改变员工的日常工作。亚马逊进军人形机器人赛道亚马逊周二确认,公司已经收购人形机器人初创公司Fauna Robotics,财务条款不详。该公司创立于2024年,并在今年初推出售价5万美元的人形机器人Sprout。05 今日关注经济数据:美国至3月20日当周EIA原油库存 22:30 公布。财经事件:2026中关村论坛年会将在北京开幕,主题为“科技创新和产业创新深度融合”;SEMICON China 2026也将于在上海举行。前者更偏政策、前沿科技与产业落地,后者则是半导体设计、制造、封测、设备和材料链条的重要行业风向标。业绩:快手-W、泡泡玛特、金山软件 等港股将公布财报。此外,美股 拼多多 、Ondas (盘前)将公布财报。资料来源 :华尔街见闻、老虎资讯综合、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":{".IXIC":2,".DJI":2,"AAOI":2,".SPX":2}},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546123529905272,"gmtCreate":1774340304985,"gmtModify":1774340306976,"author":{"id":"3575112980638286","authorId":"3575112980638286","name":"kikijoblor","avatar":"https://static.tigerbbs.com/f5e0c90c5476db763ae92614727b750d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575112980638286","authorIdStr":"3575112980638286"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546123529905272","repostId":"1101959322","repostType":2,"repost":{"id":"1101959322","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":1774339352,"share":"https://www.laohu8.com/m/news/1101959322?lang=zh_CN&edition=full","pubTime":"2026-03-24 16:02","market":"us","language":"zh","title":"盘前异动 | 光通信概念股延续强势,Applied Optoelectronics涨超4%;存储概念股普涨,闪迪、美光科技均涨超1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1101959322","media":"老虎资讯综合","summary":"3月24日,美股光通信概念股盘前延续强势,$Applied Optoelectronics(AAOI)$涨超4%,公司获得800G数据中心收发器的新订单;$康宁(GLW)$、$Coherent(COHR)$涨超2%,$Lumentum(LITE)$、$Ciena科技(CIEN)$涨超1%。","content":"<html><head></head><body><p>3月24日,美股三大股指期货集体走高,截止发稿,道指期货涨0.14%,纳指期货涨0.25%,标普500指数期货涨0.17%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8668903997de8af0ea64f564d84482e\" title=\"\" tg-width=\"411\" tg-height=\"198\"/></p><p>美股光通信概念股盘前延续强势,<a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a>涨超4%,公司获得800G数据中心收发器的新订单;<a href=\"https://laohu8.com/S/GLW\">康宁</a>、<a href=\"https://laohu8.com/S/COHR\">Coherent</a>、<a href=\"https://laohu8.com/S/LITE\">Lumentum</a>、<a href=\"https://laohu8.com/S/CIEN\">Ciena科技</a>均涨超2%;</p><p>存储概念股普涨,<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>均涨超1%,<a href=\"https://laohu8.com/S/STX\">希捷科技</a>小幅跟涨;</p><p><a href=\"https://laohu8.com/S/NTGR\">Netgear</a>涨超15%,美国FCC禁止进口所有外国制造的消费级路由器。</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>盘前异动 | 光通信概念股延续强势,Applied Optoelectronics涨超4%;存储概念股普涨,闪迪、美光科技均涨超1%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘前异动 | 光通信概念股延续强势,Applied Optoelectronics涨超4%;存储概念股普涨,闪迪、美光科技均涨超1%\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\">2026-03-24 16:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月24日,美股三大股指期货集体走高,截止发稿,道指期货涨0.14%,纳指期货涨0.25%,标普500指数期货涨0.17%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8668903997de8af0ea64f564d84482e\" title=\"\" tg-width=\"411\" tg-height=\"198\"/></p><p>美股光通信概念股盘前延续强势,<a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a>涨超4%,公司获得800G数据中心收发器的新订单;<a href=\"https://laohu8.com/S/GLW\">康宁</a>、<a href=\"https://laohu8.com/S/COHR\">Coherent</a>、<a href=\"https://laohu8.com/S/LITE\">Lumentum</a>、<a href=\"https://laohu8.com/S/CIEN\">Ciena科技</a>均涨超2%;</p><p>存储概念股普涨,<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>均涨超1%,<a href=\"https://laohu8.com/S/STX\">希捷科技</a>小幅跟涨;</p><p><a href=\"https://laohu8.com/S/NTGR\">Netgear</a>涨超15%,美国FCC禁止进口所有外国制造的消费级路由器。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"BK4148":"电子元件","BK4512":"苹果概念","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4585":"ETF&股票定投概念","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU1548497426.USD":"安联环球人工智能AT Acc","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","BK4588":"碎股","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","COHR":"COHERENT","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","GLW":"康宁","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","AAOI":"Applied Optoelectronics Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101959322","content_text":"3月24日,美股三大股指期货集体走高,截止发稿,道指期货涨0.14%,纳指期货涨0.25%,标普500指数期货涨0.17%。美股光通信概念股盘前延续强势,Applied Optoelectronics涨超4%,公司获得800G数据中心收发器的新订单;康宁、Coherent、Lumentum、Ciena科技均涨超2%;存储概念股普涨,闪迪、美光科技、西部数据均涨超1%,希捷科技小幅跟涨;Netgear涨超15%,美国FCC禁止进口所有外国制造的消费级路由器。","news_type":1,"symbols_score_info":{"COHR":2,"GLW":2,"AAOI":1.5}},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546112421847056,"gmtCreate":1774337660420,"gmtModify":1774337662649,"author":{"id":"3575112980638286","authorId":"3575112980638286","name":"kikijoblor","avatar":"https://static.tigerbbs.com/f5e0c90c5476db763ae92614727b750d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575112980638286","authorIdStr":"3575112980638286"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546112421847056","repostId":"2621569140","repostType":2,"repost":{"id":"2621569140","kind":"news","pubTimestamp":1774336831,"share":"https://www.laohu8.com/m/news/2621569140?lang=zh_CN&edition=full","pubTime":"2026-03-24 15:20","market":"us","language":"zh","title":"五角大楼“盖章”Palantir旗下Maven!Wedbush再唱多:增长确定性提升,股价有望上涨43%","url":"https://stock-news.laohu8.com/highlight/detail?id=2621569140","media":"智通财经","summary":"Wedbush重申对Palantir的“跑赢大盘”评级,并给予230美元目标价,这一目标价较该股周一收盘价160.84美元有近43%的上行空间。范伯格在这封3月9日致五角大楼高级领导人和美军指挥官的信中表示,嵌入Palantir的Maven智能系统将为作战人员提供“在所有领域探测、威慑和控制对手所需的最新工具”。范伯格称,将Maven指定为正式记录项目将简化军队各部门对它的采用,并提供稳定、长期的资金。这对Palantir来说是一项重大胜利。","content":"<html><head></head><body><p>3月24日,投行Wedbush指出,<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>的Maven人工智能超级系统(Maven AI)已获得美国五角大楼的“正式记录项目”认定,这进一步巩固了该公司作为美国军方关键供应商的地位。<strong>Wedbush重申对Palantir的“跑赢大盘”评级,并给予230美元目标价,这一目标价较该股周一收盘价160.84美元有近43%的上行空间。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a23a37a04b686dcd5999880985091b1\" tg-width=\"560\" tg-height=\"240\"/></p><p>据悉,美国国防部副部长史蒂夫范伯格(Steve Feinberg)在给五角大楼领导人的一封信中说,Palantir的Maven人工智能系统将成为一项正式记录项目,此举将确保Palantir的武器瞄准技术在美军中长期使用。范伯格在这封3月9日致五角大楼高级领导人和美军指挥官的信中表示,嵌入Palantir的Maven智能系统将为作战人员提供“在所有领域探测、威慑和控制对手所需的最新工具”。信中称,该决定预计将在本财年(于9月结束)结束前生效。</p><p>Maven是一个指挥控制软件平台,可以分析战场数据并识别目标。该系统可以快速分析来自卫星、无人机、雷达、传感器和情报报告的<a href=\"https://laohu8.com/S/603138\">海量数据</a>,并利用人工智能自动识别潜在威胁或目标,如敌方军用车辆、建筑和武器库。该系统已经是美军的主要人工智能操作系统。范伯格称,将Maven指定为正式记录项目将简化军队各部门对它的采用,并提供稳定、长期的资金。</p><p>这对Palantir来说是一项重大胜利。该公司已与美国政府签订了越来越多的合同,包括去年夏天宣布与美国陆军签订的价值高达100亿美元的合同。在过去的一年里,这些合同使该公司的股价翻了一番,市值达到近3600亿美元。</p><p>以丹·艾夫斯为首的Wedbush分析师在投资者报告中表示:“这距离Palantir于2025年5月赢得Maven智能系统合同仅不到一年,当时合同金额为13亿美元,旨在协助国防部进行数据融合与目标识别,鉴于当前地缘政治背景,这一能力正变得愈发关键。”</p><p>艾夫斯补充称称:“将Palantir的Maven智能系统认定为‘正式记录项目’将简化该公司与各军种的合作,同时为Palantir提供长期资金支持。未来30天内,Maven的监督职责将移交至五角大楼首席数字与人工智能办公室,后续合同将由美国陆军负责。”他还指出:“我们仍认为,Palantir将在联邦政府层面赢得更多合同。其软件价值主张完美契合美国政府在复杂地缘政治环境中的导航需求,公司通过深度参与国防部的高优先级项目与合同,有望在五角大楼获取更多IT预算份额。”</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2026-03-24 15:20 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1417932.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月24日,投行Wedbush指出,Palantir的Maven人工智能超级系统(Maven AI)已获得美国五角大楼的“正式记录项目”认定,这进一步巩固了该公司作为美国军方关键供应商的地位。Wedbush重申对Palantir的“跑赢大盘”评级,并给予230美元目标价,这一目标价较该股周一收盘价160.84美元有近43%的上行空间。据悉,美国国防部副部长史蒂夫范伯格(Steve Feinberg...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1417932.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/edfc9bef5e981ecfc7130ca064f72ce2","relate_stocks":{"PLYY":"GraniteShares YieldBOOST PLTR ETF","LU1861558580.USD":"日兴方舟颠覆性创新基金B","PLTD":"1倍做空PLTR ETF-Direxion","PLTG":"2倍做多PLTR ETF-Leverage Shares","BK4023":"应用软件","PLTI":"REX PLTR Growth & Income ETF","BK4543":"AI","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","PLTU":"2倍做多PLTR ETF-Direxion","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US 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Feinberg)在给五角大楼领导人的一封信中说,Palantir的Maven人工智能系统将成为一项正式记录项目,此举将确保Palantir的武器瞄准技术在美军中长期使用。范伯格在这封3月9日致五角大楼高级领导人和美军指挥官的信中表示,嵌入Palantir的Maven智能系统将为作战人员提供“在所有领域探测、威慑和控制对手所需的最新工具”。信中称,该决定预计将在本财年(于9月结束)结束前生效。Maven是一个指挥控制软件平台,可以分析战场数据并识别目标。该系统可以快速分析来自卫星、无人机、雷达、传感器和情报报告的海量数据,并利用人工智能自动识别潜在威胁或目标,如敌方军用车辆、建筑和武器库。该系统已经是美军的主要人工智能操作系统。范伯格称,将Maven指定为正式记录项目将简化军队各部门对它的采用,并提供稳定、长期的资金。这对Palantir来说是一项重大胜利。该公司已与美国政府签订了越来越多的合同,包括去年夏天宣布与美国陆军签订的价值高达100亿美元的合同。在过去的一年里,这些合同使该公司的股价翻了一番,市值达到近3600亿美元。以丹·艾夫斯为首的Wedbush分析师在投资者报告中表示:“这距离Palantir于2025年5月赢得Maven智能系统合同仅不到一年,当时合同金额为13亿美元,旨在协助国防部进行数据融合与目标识别,鉴于当前地缘政治背景,这一能力正变得愈发关键。”艾夫斯补充称称:“将Palantir的Maven智能系统认定为‘正式记录项目’将简化该公司与各军种的合作,同时为Palantir提供长期资金支持。未来30天内,Maven的监督职责将移交至五角大楼首席数字与人工智能办公室,后续合同将由美国陆军负责。”他还指出:“我们仍认为,Palantir将在联邦政府层面赢得更多合同。其软件价值主张完美契合美国政府在复杂地缘政治环境中的导航需求,公司通过深度参与国防部的高优先级项目与合同,有望在五角大楼获取更多IT预算份额。”","news_type":1,"symbols_score_info":{"PLTG":0.6,"PLT":0.6,"PLTW":0.6,"PLTR":1.98,"PLTA":0.6,"PLYY":0.6,"PLOO":0.6,"PLTU":0.6,"PLTI":0.6,"PLTY":0.6,"PLTZ":0.6,"PTIR":0.6,"PLTD":0.6}},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":545672266929544,"gmtCreate":1774230155074,"gmtModify":1774230157440,"author":{"id":"3575112980638286","authorId":"3575112980638286","name":"kikijoblor","avatar":"https://static.tigerbbs.com/f5e0c90c5476db763ae92614727b750d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575112980638286","authorIdStr":"3575112980638286"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545672266929544","repostId":"1142654208","repostType":2,"repost":{"id":"1142654208","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":1774229875,"share":"https://www.laohu8.com/m/news/1142654208?lang=zh_CN&edition=full","pubTime":"2026-03-23 09:37","market":"hk","language":"zh","title":"港股异动 | 金价大跌,黄金股集体下挫!赤峰黄金暴跌超25%","url":"https://stock-news.laohu8.com/highlight/detail?id=1142654208","media":"老虎资讯综合","summary":"3月23日,受金价下跌拖累,港股市场黄金概念股集体下挫,赤峰黄金暴跌超25%,灵宝黄金跌超11%,山东黄金跌超8%,紫金矿业跌7%,潼关黄金、中国白银集团跌超6%,中国黄金国际、紫金黄金国际跌超4%。上周,随着主要央行对通胀的警告导致短期收益率飙升,且交易员完全抹去了对美联储2026年进一步宽松的预期,押注降息的策略遭受了全面重创。","content":"<html><head></head><body><p>3月23日,受金价下跌拖累,港股市场黄金概念股集体下挫,<a href=\"https://laohu8.com/S/06693\">赤峰黄金</a>暴跌超25%,<a href=\"https://laohu8.com/S/03330\">灵宝黄金</a>跌超11%,<a href=\"https://laohu8.com/S/01787\">山东黄金</a>跌超8%,<a href=\"https://laohu8.com/S/02899\">紫金矿业</a>跌7%,<a href=\"https://laohu8.com/S/00340\">潼关黄金</a>、<a href=\"https://laohu8.com/S/00815\">中国白银集团</a>跌超6%,<a href=\"https://laohu8.com/S/02099\">中国黄金国际</a>、<a href=\"https://laohu8.com/S/02259\">紫金黄金国际</a>跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c447e09fdc7d66a0893ffa05ff97463a\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上,现货黄金今早一度跌近4%,至4320.19美元/盎司,创1月2日以来新低,且较1月29日的历史最高价(5595.44美元/盎司)回调超22%。</p><p>随着伊朗战争引发的油价推动型通胀冲击,令市场此前对美联储降息的普遍预期落空,债券交易员们正争相制定新的策略。</p><p>上周,随着主要央行对通胀的警告导致短期收益率飙升,且交易员完全抹去了对美联储2026年进一步宽松的预期,押注降息的策略遭受了全面重创。到上周五,随着全球基准原油价格维持在2022年以来的最高水平,市场情绪发生了剧烈逆转——交易员甚至一度认为美联储在10月底前加息的可能性高达50%。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 金价大跌,黄金股集体下挫!赤峰黄金暴跌超25%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 金价大跌,黄金股集体下挫!赤峰黄金暴跌超25%\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\">2026-03-23 09:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月23日,受金价下跌拖累,港股市场黄金概念股集体下挫,<a href=\"https://laohu8.com/S/06693\">赤峰黄金</a>暴跌超25%,<a href=\"https://laohu8.com/S/03330\">灵宝黄金</a>跌超11%,<a href=\"https://laohu8.com/S/01787\">山东黄金</a>跌超8%,<a href=\"https://laohu8.com/S/02899\">紫金矿业</a>跌7%,<a href=\"https://laohu8.com/S/00340\">潼关黄金</a>、<a href=\"https://laohu8.com/S/00815\">中国白银集团</a>跌超6%,<a href=\"https://laohu8.com/S/02099\">中国黄金国际</a>、<a href=\"https://laohu8.com/S/02259\">紫金黄金国际</a>跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c447e09fdc7d66a0893ffa05ff97463a\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上,现货黄金今早一度跌近4%,至4320.19美元/盎司,创1月2日以来新低,且较1月29日的历史最高价(5595.44美元/盎司)回调超22%。</p><p>随着伊朗战争引发的油价推动型通胀冲击,令市场此前对美联储降息的普遍预期落空,债券交易员们正争相制定新的策略。</p><p>上周,随着主要央行对通胀的警告导致短期收益率飙升,且交易员完全抹去了对美联储2026年进一步宽松的预期,押注降息的策略遭受了全面重创。到上周五,随着全球基准原油价格维持在2022年以来的最高水平,市场情绪发生了剧烈逆转——交易员甚至一度认为美联储在10月底前加息的可能性高达50%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1d244c78090ebb3923bbecebff5ffcb8","relate_stocks":{"BK1544":"黄金股","BK4504":"桥水持仓","BK4207":"综合性银行","BK0056":"扶贫","BK1198":"黄金","BK0037":"军民融合","LU1146622755.USD":"安本中国A股股票基金A Acc","BK0132":"高送转概念","BK4588":"碎股","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","BK0242":"有色金属","LU1820825898.SGD":"Aberdeen Standard SICAV I - China A Share Equity A Acc SGD-H","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","06693":"赤峰黄金","BK4585":"ETF&股票定投概念","BK0127":"黄金珠宝","BK0077":"质押式回购","BK4535":"淡马锡持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142654208","content_text":"3月23日,受金价下跌拖累,港股市场黄金概念股集体下挫,赤峰黄金暴跌超25%,灵宝黄金跌超11%,山东黄金跌超8%,紫金矿业跌7%,潼关黄金、中国白银集团跌超6%,中国黄金国际、紫金黄金国际跌超4%。消息面上,现货黄金今早一度跌近4%,至4320.19美元/盎司,创1月2日以来新低,且较1月29日的历史最高价(5595.44美元/盎司)回调超22%。随着伊朗战争引发的油价推动型通胀冲击,令市场此前对美联储降息的普遍预期落空,债券交易员们正争相制定新的策略。上周,随着主要央行对通胀的警告导致短期收益率飙升,且交易员完全抹去了对美联储2026年进一步宽松的预期,押注降息的策略遭受了全面重创。到上周五,随着全球基准原油价格维持在2022年以来的最高水平,市场情绪发生了剧烈逆转——交易员甚至一度认为美联储在10月底前加息的可能性高达50%。","news_type":1,"symbols_score_info":{"06693":2}},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":545404033537344,"gmtCreate":1774164657866,"gmtModify":1774164660619,"author":{"id":"3575112980638286","authorId":"3575112980638286","name":"kikijoblor","avatar":"https://static.tigerbbs.com/f5e0c90c5476db763ae92614727b750d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575112980638286","authorIdStr":"3575112980638286"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545404033537344","repostId":"1107827493","repostType":2,"repost":{"id":"1107827493","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":1773996066,"share":"https://www.laohu8.com/m/news/1107827493?lang=zh_CN&edition=full","pubTime":"2026-03-20 16:41","market":"hk","language":"zh","title":"一周港股牛熊榜 | AI产业链多点开花,迅策飙升30%、鸿腾精密大涨28%;生物医药遇冷,中慧生物大跌32%、健康160暴跌33%","url":"https://stock-news.laohu8.com/highlight/detail?id=1107827493","media":"老虎资讯综合","summary":"公司此前披露,其AI服务器相关PCB产品订单饱满,产能利用率维持高位。俄铝本周下跌约27.37%俄铝是全球领先的铝生产商。中慧生物本周下跌约31.80%中慧生物为生物医药公司,专注于疫苗及生物制剂的研发。健康160本周下跌约33.35%健康160是国内领先的数字健康平台,提供在线挂号、咨询及药品电商等服务。里昂证券于3月16日下调对健康160的盈利预测。","content":"<html><head></head><body><ul style=\"\"><li><p>全周(3月16日-3月20日), <a href=\"https://laohu8.com/S/HSI\">恒生指数</a> 跌0.74%, <a href=\"https://laohu8.com/S/HSTECH\">恒生科技指数</a> 跌2.12%;</p></li><li><p>表现最好五只股票是:广合科技、迅策、鸿腾精密、耀才证券、经纬天地(市值百亿以上、日均成交千万以上);</p></li><li><p>表现最差的五只股票是:健康160、中慧生物、俄铝、腾讯音乐、博泰车联 。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d64c882bd2809a0311486c45d5b97ed\" tg-width=\"1080\" tg-height=\"1715\"/></p></li></ul><h2 id=\"id_2539767564\">一、涨幅居前个股解析</h2><ul style=\"\"><li><p><strong>广合科技本周升幅约33.56%</strong></p></li></ul><p style=\"text-align: start;\">消息面上,广合科技主要从事高端印制电路板(PCB)的研发、生产与销售,产品广泛应用于服务器、消费电子及汽车电子等领域。近期AI服务器需求持续高景气,带动高多层PCB板需求旺盛。公司此前披露,其AI服务器相关PCB产品订单饱满,产能利用率维持高位。</p><p style=\"text-align: start;\">中金公司于3月18日发布研报指出,受益于全球AI基础设施建设加速,PCB行业景气度上行,尤其是高频高速板、高多层板等高端产品需求强劲。广合科技作为国内领先的服务器PCB供应商,深度绑定国内外主要服务器厂商,有望充分享受行业增长红利。报告维持对公司的“跑赢行业”评级,并上调目标价。</p><ul style=\"\"><li><p style=\"text-align: start;\"><strong>迅策本周升幅约30.08%</strong></p></li></ul><p style=\"text-align: start;\">迅策科技为中国领先的实时数据基础设施及分析软件提供商,专注于为金融机构提供资产管理解决方案。市场关注其在AI大模型赋能下的业务拓展潜力。近期,公司与多家头部券商深化合作,推动智能投研及风险管理系统的升级换代。</p><p style=\"text-align: start;\">摩根士丹利于3月17日发布研究报告,首次覆盖迅策科技,给予“增持”评级。报告认为,中国资管行业数字化转型正处加速期,公司凭借其技术壁垒和客户基础,有望在实时数据分析及智能决策领域实现快速增长。报告指出,公司在生成式AI应用于金融场景的商业化落地方面进展显著,预计将成为未来业绩增长的新引擎。</p><ul style=\"\"><li><p style=\"text-align: start;\"><strong>鸿腾精密本周升幅约28.20%</strong></p></li></ul><p style=\"text-align: start;\">鸿腾精密是鸿海集团旗下子公司,主要生产连接器及线缆组件,产品广泛应用于消费电子、汽车及通信领域。本周股价强势上涨,主要受惠于市场对苹果新产品周期及新能源汽车连接器需求的乐观预期。有消息称,公司成功切入某国际新能源汽车巨头的高压连接器供应链。</p><p style=\"text-align: start;\">天风国际证券分析师郭明錤于3月19日指出,鸿腾精密在高速连接器(如用于AI服务器的800G光模块)领域的布局取得实质性进展,已开始向主要客户出货。同时,公司在新能源汽车领域的车载充电器与高压线束业务订单能见度高,预计2026年相关业务收入将实现双位数增长,强化了市场对其盈利改善的信心。</p><ul style=\"\"><li><p><strong>耀才证券本周升幅约27.40%</strong></p></li></ul><p style=\"text-align: start;\">耀才证券为香港本地领先的券商。本周港股市场交投活跃,日均成交额显著放大,直接利好证券经纪业务。此外,市场对香港资本市场改革及互联互通机制优化抱有期待,提升了板块整体估值。</p><p style=\"text-align: start;\">花旗银行于3月18日发表报告称,受益于市场情绪回暖及交易量提升,香港本地券商股迎来价值重估。报告特别提到,耀才证券凭借其稳健的财务状况和较高的客户黏性,在市场反弹周期中盈利弹性较大。此外,公司近期推出的线上理财产品及扩大孖展业务规模的策略,也有助于进一步提升市场份额及收入来源。</p><ul style=\"\"><li><p style=\"text-align: start;\"><strong>经纬天地本周升幅约19.97%</strong></p></li></ul><p style=\"text-align: start;\">经纬天地主要从事电信网络支援服务、软件开发及物联网解决方案。近期,国家数据局等多部门联合发布关于促进数据产业高质量发展的政策文件,强调加快数据基础设施建设,为公司所处行业带来政策暖风。公司早前亦公告中标国内某电信运营商的5G网络优化服务大单。</p><p style=\"text-align: start;\">银河证券于3月16日发布通信行业周报指出,随着“数字中国”建设的推进,电信运营商加大资本开支用于算力网络及数字化转型,将带动网络建设与优化服务需求持续增长。经纬天地作为华为等设备商的合作伙伴,在网络规划优化领域积累深厚,有望受益于行业景气度提升。报告认为,公司近期订单获取情况良好,为全年业绩提供了坚实保障。</p><h2 id=\"id_1805163861\">二、跌幅居前个股解析</h2><ul style=\"\"><li><p><strong>博泰车联本周下跌约24.42%</strong></p></li></ul><p style=\"text-align: start;\">博泰车联主要提供车联网硬软件及云端服务。市场对其客户集中度及应收账款周转情况表示担忧。有媒体报道称,公司某主要汽车客户近期销量不及预期,可能影响其订单结算及回款速度。</p><p style=\"text-align: start;\">针对股价波动,博泰车于3月18日晚间发布公告称,董事会确认并不知悉导致股价波动的任何原因,或任何必须公布以避免公司证券出现虚假市场的资料,亦无任何须予披露的内幕消息。公告同时强调,集团业务营运正常,整体业务基本面未发生重大不利变化,管理层对公司长期发展保持信心。然而,公告未能有效平息市场担忧。</p><ul style=\"\"><li><p style=\"text-align: start;\"><strong>腾讯音乐本周下跌约25.14%</strong></p></li></ul><p style=\"text-align: start;\">消息面上,腾讯音乐此前公布的2025年第四季度及全年财报显示,虽然在线音乐付费用户数继续增长,但社交娱乐服务收入持续下滑,且对2026年的业绩指引较为谨慎。此外,市场担忧短视频平台对音乐流媒体市场的进一步侵蚀,以及版权授权模式的潜在变化。</p><p style=\"text-align: start;\">摩根大通于3月17日下调腾讯音乐评级至“中性”,目标价相应调低。分析师认为,虽然公司在线音乐业务具备韧性,但社交娱乐业务的调整周期可能长于预期,且宏观经济环境对用户付费意愿的影响仍需观察。报告指出,短期内缺乏强劲的催化剂,股价可能需要时间消化业绩放缓的预期。</p><ul style=\"\"><li><p style=\"text-align: start;\"><strong>俄铝本周下跌约27.37%</strong></p></li></ul><p style=\"text-align: start;\">俄铝是全球领先的铝生产商。近期,国际铝价出现显著回调,伦敦金属交易所(LME)铝期货价格本周累计跌幅明显,直接拖累相关生产商股价。市场普遍认为,地缘政治局势缓和及全球经济增长放缓预期,削弱了对大宗商品的需求前景。</p><p style=\"text-align: start;\">高盛于3月19日发布大宗商品研究报告,指出铝市场短期面临供过于求的压力。报告分析称,欧洲地区能源价格回落,部分前期减产的铝厂有复产迹象,而下游需求复苏速度慢于预期,导致库存去化节奏放缓。作为成本端与需求端均高度依赖外部市场的俄铝,其盈利预期受到铝价下行的直接冲击。</p><ul style=\"\"><li><p style=\"text-align: start;\"><strong>中慧生物本周下跌约31.80%</strong></p></li></ul><p style=\"text-align: start;\">中慧生物为生物医药公司,专注于疫苗及生物制剂的研发。市场消息称,公司核心在研产品的人体临床试验数据未达市场普遍预期,引发投资者对其研发管线价值及商业化前景的担忧。此外,医保控费背景下,创新药定价及准入门槛提高,也加剧了市场对生物医药板块的谨慎情绪。</p><p style=\"text-align: start;\">中银国际于3月17日发布医药行业点评,提醒投资者关注创新药研发的不确定性。报告指出,近期部分生物科技公司临床数据不及预期,凸显了行业高风险特征。对于中慧生物,市场对其核心管线的期待值较高,任何负面信息都可能在短期内对股价造成剧烈冲击。</p><ul style=\"\"><li><p style=\"text-align: start;\"><strong>健康160本周下跌约33.35%</strong></p></li></ul><p style=\"text-align: start;\">健康160是国内领先的数字健康平台,提供在线挂号、咨询及药品电商等服务。近期,市场对互联网医疗行业的政策监管及盈利模式可持续性担忧再起。有消息指,监管部门可能进一步收紧线上处方药销售的合规要求,可能影响公司主要收入来源。</p><p style=\"text-align: start;\">里昂证券于3月16日下调对健康160的盈利预测。分析师认为,虽然公司用户规模持续增长,但变现效率提升缓慢,且面临来自其他互联网巨头及线下医疗机构的激烈竞争。报告指出,行业政策环境趋严,叠加宏观经济影响下消费医疗需求可能波动,公司短期内实现盈利的难度增加,因此下调评级至“跑输大市”。</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>一周港股牛熊榜 | AI产业链多点开花,迅策飙升30%、鸿腾精密大涨28%;生物医药遇冷,中慧生物大跌32%、健康160暴跌33%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n一周港股牛熊榜 | AI产业链多点开花,迅策飙升30%、鸿腾精密大涨28%;生物医药遇冷,中慧生物大跌32%、健康160暴跌33%\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\">2026-03-20 16:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>全周(3月16日-3月20日), <a href=\"https://laohu8.com/S/HSI\">恒生指数</a> 跌0.74%, <a href=\"https://laohu8.com/S/HSTECH\">恒生科技指数</a> 跌2.12%;</p></li><li><p>表现最好五只股票是:广合科技、迅策、鸿腾精密、耀才证券、经纬天地(市值百亿以上、日均成交千万以上);</p></li><li><p>表现最差的五只股票是:健康160、中慧生物、俄铝、腾讯音乐、博泰车联 。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d64c882bd2809a0311486c45d5b97ed\" tg-width=\"1080\" tg-height=\"1715\"/></p></li></ul><h2 id=\"id_2539767564\">一、涨幅居前个股解析</h2><ul style=\"\"><li><p><strong>广合科技本周升幅约33.56%</strong></p></li></ul><p style=\"text-align: start;\">消息面上,广合科技主要从事高端印制电路板(PCB)的研发、生产与销售,产品广泛应用于服务器、消费电子及汽车电子等领域。近期AI服务器需求持续高景气,带动高多层PCB板需求旺盛。公司此前披露,其AI服务器相关PCB产品订单饱满,产能利用率维持高位。</p><p style=\"text-align: start;\">中金公司于3月18日发布研报指出,受益于全球AI基础设施建设加速,PCB行业景气度上行,尤其是高频高速板、高多层板等高端产品需求强劲。广合科技作为国内领先的服务器PCB供应商,深度绑定国内外主要服务器厂商,有望充分享受行业增长红利。报告维持对公司的“跑赢行业”评级,并上调目标价。</p><ul style=\"\"><li><p style=\"text-align: start;\"><strong>迅策本周升幅约30.08%</strong></p></li></ul><p style=\"text-align: start;\">迅策科技为中国领先的实时数据基础设施及分析软件提供商,专注于为金融机构提供资产管理解决方案。市场关注其在AI大模型赋能下的业务拓展潜力。近期,公司与多家头部券商深化合作,推动智能投研及风险管理系统的升级换代。</p><p style=\"text-align: start;\">摩根士丹利于3月17日发布研究报告,首次覆盖迅策科技,给予“增持”评级。报告认为,中国资管行业数字化转型正处加速期,公司凭借其技术壁垒和客户基础,有望在实时数据分析及智能决策领域实现快速增长。报告指出,公司在生成式AI应用于金融场景的商业化落地方面进展显著,预计将成为未来业绩增长的新引擎。</p><ul style=\"\"><li><p style=\"text-align: start;\"><strong>鸿腾精密本周升幅约28.20%</strong></p></li></ul><p style=\"text-align: start;\">鸿腾精密是鸿海集团旗下子公司,主要生产连接器及线缆组件,产品广泛应用于消费电子、汽车及通信领域。本周股价强势上涨,主要受惠于市场对苹果新产品周期及新能源汽车连接器需求的乐观预期。有消息称,公司成功切入某国际新能源汽车巨头的高压连接器供应链。</p><p style=\"text-align: start;\">天风国际证券分析师郭明錤于3月19日指出,鸿腾精密在高速连接器(如用于AI服务器的800G光模块)领域的布局取得实质性进展,已开始向主要客户出货。同时,公司在新能源汽车领域的车载充电器与高压线束业务订单能见度高,预计2026年相关业务收入将实现双位数增长,强化了市场对其盈利改善的信心。</p><ul style=\"\"><li><p><strong>耀才证券本周升幅约27.40%</strong></p></li></ul><p style=\"text-align: start;\">耀才证券为香港本地领先的券商。本周港股市场交投活跃,日均成交额显著放大,直接利好证券经纪业务。此外,市场对香港资本市场改革及互联互通机制优化抱有期待,提升了板块整体估值。</p><p style=\"text-align: start;\">花旗银行于3月18日发表报告称,受益于市场情绪回暖及交易量提升,香港本地券商股迎来价值重估。报告特别提到,耀才证券凭借其稳健的财务状况和较高的客户黏性,在市场反弹周期中盈利弹性较大。此外,公司近期推出的线上理财产品及扩大孖展业务规模的策略,也有助于进一步提升市场份额及收入来源。</p><ul style=\"\"><li><p style=\"text-align: start;\"><strong>经纬天地本周升幅约19.97%</strong></p></li></ul><p style=\"text-align: start;\">经纬天地主要从事电信网络支援服务、软件开发及物联网解决方案。近期,国家数据局等多部门联合发布关于促进数据产业高质量发展的政策文件,强调加快数据基础设施建设,为公司所处行业带来政策暖风。公司早前亦公告中标国内某电信运营商的5G网络优化服务大单。</p><p style=\"text-align: start;\">银河证券于3月16日发布通信行业周报指出,随着“数字中国”建设的推进,电信运营商加大资本开支用于算力网络及数字化转型,将带动网络建设与优化服务需求持续增长。经纬天地作为华为等设备商的合作伙伴,在网络规划优化领域积累深厚,有望受益于行业景气度提升。报告认为,公司近期订单获取情况良好,为全年业绩提供了坚实保障。</p><h2 id=\"id_1805163861\">二、跌幅居前个股解析</h2><ul style=\"\"><li><p><strong>博泰车联本周下跌约24.42%</strong></p></li></ul><p style=\"text-align: start;\">博泰车联主要提供车联网硬软件及云端服务。市场对其客户集中度及应收账款周转情况表示担忧。有媒体报道称,公司某主要汽车客户近期销量不及预期,可能影响其订单结算及回款速度。</p><p style=\"text-align: start;\">针对股价波动,博泰车于3月18日晚间发布公告称,董事会确认并不知悉导致股价波动的任何原因,或任何必须公布以避免公司证券出现虚假市场的资料,亦无任何须予披露的内幕消息。公告同时强调,集团业务营运正常,整体业务基本面未发生重大不利变化,管理层对公司长期发展保持信心。然而,公告未能有效平息市场担忧。</p><ul style=\"\"><li><p style=\"text-align: start;\"><strong>腾讯音乐本周下跌约25.14%</strong></p></li></ul><p style=\"text-align: start;\">消息面上,腾讯音乐此前公布的2025年第四季度及全年财报显示,虽然在线音乐付费用户数继续增长,但社交娱乐服务收入持续下滑,且对2026年的业绩指引较为谨慎。此外,市场担忧短视频平台对音乐流媒体市场的进一步侵蚀,以及版权授权模式的潜在变化。</p><p style=\"text-align: start;\">摩根大通于3月17日下调腾讯音乐评级至“中性”,目标价相应调低。分析师认为,虽然公司在线音乐业务具备韧性,但社交娱乐业务的调整周期可能长于预期,且宏观经济环境对用户付费意愿的影响仍需观察。报告指出,短期内缺乏强劲的催化剂,股价可能需要时间消化业绩放缓的预期。</p><ul style=\"\"><li><p style=\"text-align: start;\"><strong>俄铝本周下跌约27.37%</strong></p></li></ul><p style=\"text-align: start;\">俄铝是全球领先的铝生产商。近期,国际铝价出现显著回调,伦敦金属交易所(LME)铝期货价格本周累计跌幅明显,直接拖累相关生产商股价。市场普遍认为,地缘政治局势缓和及全球经济增长放缓预期,削弱了对大宗商品的需求前景。</p><p style=\"text-align: start;\">高盛于3月19日发布大宗商品研究报告,指出铝市场短期面临供过于求的压力。报告分析称,欧洲地区能源价格回落,部分前期减产的铝厂有复产迹象,而下游需求复苏速度慢于预期,导致库存去化节奏放缓。作为成本端与需求端均高度依赖外部市场的俄铝,其盈利预期受到铝价下行的直接冲击。</p><ul style=\"\"><li><p style=\"text-align: start;\"><strong>中慧生物本周下跌约31.80%</strong></p></li></ul><p style=\"text-align: start;\">中慧生物为生物医药公司,专注于疫苗及生物制剂的研发。市场消息称,公司核心在研产品的人体临床试验数据未达市场普遍预期,引发投资者对其研发管线价值及商业化前景的担忧。此外,医保控费背景下,创新药定价及准入门槛提高,也加剧了市场对生物医药板块的谨慎情绪。</p><p style=\"text-align: start;\">中银国际于3月17日发布医药行业点评,提醒投资者关注创新药研发的不确定性。报告指出,近期部分生物科技公司临床数据不及预期,凸显了行业高风险特征。对于中慧生物,市场对其核心管线的期待值较高,任何负面信息都可能在短期内对股价造成剧烈冲击。</p><ul style=\"\"><li><p style=\"text-align: start;\"><strong>健康160本周下跌约33.35%</strong></p></li></ul><p style=\"text-align: start;\">健康160是国内领先的数字健康平台,提供在线挂号、咨询及药品电商等服务。近期,市场对互联网医疗行业的政策监管及盈利模式可持续性担忧再起。有消息指,监管部门可能进一步收紧线上处方药销售的合规要求,可能影响公司主要收入来源。</p><p style=\"text-align: start;\">里昂证券于3月16日下调对健康160的盈利预测。分析师认为,虽然公司用户规模持续增长,但变现效率提升缓慢,且面临来自其他互联网巨头及线下医疗机构的激烈竞争。报告指出,行业政策环境趋严,叠加宏观经济影响下消费医疗需求可能波动,公司短期内实现盈利的难度增加,因此下调评级至“跑输大市”。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/549ed9c19f16d97443cb9ffadc6a6514","relate_stocks":{"02889":"博泰车联","TME":"腾讯音乐","01428":"耀才证券金融","02477":"经纬天地","02627":"中慧生物-B","HSTECH":"恒生科技指数","01989":"广合科技","03317":"迅策","02656":"健康160","00486":"俄铝","06088":"鸿腾精密","HSI":"恒生指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107827493","content_text":"全周(3月16日-3月20日), 恒生指数 跌0.74%, 恒生科技指数 跌2.12%;表现最好五只股票是:广合科技、迅策、鸿腾精密、耀才证券、经纬天地(市值百亿以上、日均成交千万以上);表现最差的五只股票是:健康160、中慧生物、俄铝、腾讯音乐、博泰车联 。一、涨幅居前个股解析广合科技本周升幅约33.56%消息面上,广合科技主要从事高端印制电路板(PCB)的研发、生产与销售,产品广泛应用于服务器、消费电子及汽车电子等领域。近期AI服务器需求持续高景气,带动高多层PCB板需求旺盛。公司此前披露,其AI服务器相关PCB产品订单饱满,产能利用率维持高位。中金公司于3月18日发布研报指出,受益于全球AI基础设施建设加速,PCB行业景气度上行,尤其是高频高速板、高多层板等高端产品需求强劲。广合科技作为国内领先的服务器PCB供应商,深度绑定国内外主要服务器厂商,有望充分享受行业增长红利。报告维持对公司的“跑赢行业”评级,并上调目标价。迅策本周升幅约30.08%迅策科技为中国领先的实时数据基础设施及分析软件提供商,专注于为金融机构提供资产管理解决方案。市场关注其在AI大模型赋能下的业务拓展潜力。近期,公司与多家头部券商深化合作,推动智能投研及风险管理系统的升级换代。摩根士丹利于3月17日发布研究报告,首次覆盖迅策科技,给予“增持”评级。报告认为,中国资管行业数字化转型正处加速期,公司凭借其技术壁垒和客户基础,有望在实时数据分析及智能决策领域实现快速增长。报告指出,公司在生成式AI应用于金融场景的商业化落地方面进展显著,预计将成为未来业绩增长的新引擎。鸿腾精密本周升幅约28.20%鸿腾精密是鸿海集团旗下子公司,主要生产连接器及线缆组件,产品广泛应用于消费电子、汽车及通信领域。本周股价强势上涨,主要受惠于市场对苹果新产品周期及新能源汽车连接器需求的乐观预期。有消息称,公司成功切入某国际新能源汽车巨头的高压连接器供应链。天风国际证券分析师郭明錤于3月19日指出,鸿腾精密在高速连接器(如用于AI服务器的800G光模块)领域的布局取得实质性进展,已开始向主要客户出货。同时,公司在新能源汽车领域的车载充电器与高压线束业务订单能见度高,预计2026年相关业务收入将实现双位数增长,强化了市场对其盈利改善的信心。耀才证券本周升幅约27.40%耀才证券为香港本地领先的券商。本周港股市场交投活跃,日均成交额显著放大,直接利好证券经纪业务。此外,市场对香港资本市场改革及互联互通机制优化抱有期待,提升了板块整体估值。花旗银行于3月18日发表报告称,受益于市场情绪回暖及交易量提升,香港本地券商股迎来价值重估。报告特别提到,耀才证券凭借其稳健的财务状况和较高的客户黏性,在市场反弹周期中盈利弹性较大。此外,公司近期推出的线上理财产品及扩大孖展业务规模的策略,也有助于进一步提升市场份额及收入来源。经纬天地本周升幅约19.97%经纬天地主要从事电信网络支援服务、软件开发及物联网解决方案。近期,国家数据局等多部门联合发布关于促进数据产业高质量发展的政策文件,强调加快数据基础设施建设,为公司所处行业带来政策暖风。公司早前亦公告中标国内某电信运营商的5G网络优化服务大单。银河证券于3月16日发布通信行业周报指出,随着“数字中国”建设的推进,电信运营商加大资本开支用于算力网络及数字化转型,将带动网络建设与优化服务需求持续增长。经纬天地作为华为等设备商的合作伙伴,在网络规划优化领域积累深厚,有望受益于行业景气度提升。报告认为,公司近期订单获取情况良好,为全年业绩提供了坚实保障。二、跌幅居前个股解析博泰车联本周下跌约24.42%博泰车联主要提供车联网硬软件及云端服务。市场对其客户集中度及应收账款周转情况表示担忧。有媒体报道称,公司某主要汽车客户近期销量不及预期,可能影响其订单结算及回款速度。针对股价波动,博泰车于3月18日晚间发布公告称,董事会确认并不知悉导致股价波动的任何原因,或任何必须公布以避免公司证券出现虚假市场的资料,亦无任何须予披露的内幕消息。公告同时强调,集团业务营运正常,整体业务基本面未发生重大不利变化,管理层对公司长期发展保持信心。然而,公告未能有效平息市场担忧。腾讯音乐本周下跌约25.14%消息面上,腾讯音乐此前公布的2025年第四季度及全年财报显示,虽然在线音乐付费用户数继续增长,但社交娱乐服务收入持续下滑,且对2026年的业绩指引较为谨慎。此外,市场担忧短视频平台对音乐流媒体市场的进一步侵蚀,以及版权授权模式的潜在变化。摩根大通于3月17日下调腾讯音乐评级至“中性”,目标价相应调低。分析师认为,虽然公司在线音乐业务具备韧性,但社交娱乐业务的调整周期可能长于预期,且宏观经济环境对用户付费意愿的影响仍需观察。报告指出,短期内缺乏强劲的催化剂,股价可能需要时间消化业绩放缓的预期。俄铝本周下跌约27.37%俄铝是全球领先的铝生产商。近期,国际铝价出现显著回调,伦敦金属交易所(LME)铝期货价格本周累计跌幅明显,直接拖累相关生产商股价。市场普遍认为,地缘政治局势缓和及全球经济增长放缓预期,削弱了对大宗商品的需求前景。高盛于3月19日发布大宗商品研究报告,指出铝市场短期面临供过于求的压力。报告分析称,欧洲地区能源价格回落,部分前期减产的铝厂有复产迹象,而下游需求复苏速度慢于预期,导致库存去化节奏放缓。作为成本端与需求端均高度依赖外部市场的俄铝,其盈利预期受到铝价下行的直接冲击。中慧生物本周下跌约31.80%中慧生物为生物医药公司,专注于疫苗及生物制剂的研发。市场消息称,公司核心在研产品的人体临床试验数据未达市场普遍预期,引发投资者对其研发管线价值及商业化前景的担忧。此外,医保控费背景下,创新药定价及准入门槛提高,也加剧了市场对生物医药板块的谨慎情绪。中银国际于3月17日发布医药行业点评,提醒投资者关注创新药研发的不确定性。报告指出,近期部分生物科技公司临床数据不及预期,凸显了行业高风险特征。对于中慧生物,市场对其核心管线的期待值较高,任何负面信息都可能在短期内对股价造成剧烈冲击。健康160本周下跌约33.35%健康160是国内领先的数字健康平台,提供在线挂号、咨询及药品电商等服务。近期,市场对互联网医疗行业的政策监管及盈利模式可持续性担忧再起。有消息指,监管部门可能进一步收紧线上处方药销售的合规要求,可能影响公司主要收入来源。里昂证券于3月16日下调对健康160的盈利预测。分析师认为,虽然公司用户规模持续增长,但变现效率提升缓慢,且面临来自其他互联网巨头及线下医疗机构的激烈竞争。报告指出,行业政策环境趋严,叠加宏观经济影响下消费医疗需求可能波动,公司短期内实现盈利的难度增加,因此下调评级至“跑输大市”。","news_type":1,"symbols_score_info":{"02889":2,"00486":2,"TME":2,"HSTECH":2,"01989":2,"HSImain":2,"02477":2,"03317":2,"02627":2,"06088":2,"HSI":2,"01428":2,"02656":2}},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543995016319360,"gmtCreate":1773836777412,"gmtModify":1773836779916,"author":{"id":"3575112980638286","authorId":"3575112980638286","name":"kikijoblor","avatar":"https://static.tigerbbs.com/f5e0c90c5476db763ae92614727b750d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575112980638286","authorIdStr":"3575112980638286"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543995016319360","repostId":"2620230710","repostType":2,"repost":{"id":"2620230710","kind":"news","pubTimestamp":1773834314,"share":"https://www.laohu8.com/m/news/2620230710?lang=zh_CN&edition=full","pubTime":"2026-03-18 19:45","market":"sh","language":"zh","title":"年内飙涨62%后美光迎财报大考:机构力挺VS估值担忧,多空对决一触即发","url":"https://stock-news.laohu8.com/highlight/detail?id=2620230710","media":"智通财经","summary":"智通财经APP获悉,美光科技即将发布财报,市场情绪呈现显著分歧:量化模型与华尔街分析师整体看好,但估值担忧与期权市场的偏空信号同时浮现。该股年内迄今已飙升近62%,过去一年累计涨幅高达353.8%,足见涨势之强劲。华尔街预计美光每股收益为8.66美元,同比增幅超过三倍;营收预计达193亿美元,同比大幅增长逾一倍。截至发稿,美光股价盘前上涨2.15%,报471.60美元。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/MU\">美光科技</a>即将发布财报,市场情绪呈现显著分歧:量化模型与华尔街分析师整体看好,但估值担忧与期权市场的偏空信号同时浮现。</p><p>Seeking Alpha量化评级给予美光"强力买入"评级,认为其增长强劲、盈利能力出色、动能稳健且盈利预期持续上调,这些因素预示着存储芯片周期有望延续强势,尽管当前估值看似已偏高。</p><p>华尔街分析师同样持建设性态度,维持"买入"评级。然而,432.49美元的平均目标价意味着约6.3%的下行空间,显示该股此轮凌厉上涨后,短期上行空间可能已被基本消化。</p><p>该股年内迄今已飙升近62%,过去一年累计涨幅高达353.8%,足见涨势之强劲。</p><p>总体而言,市场对美光基本面保持信心,但在经历大幅上涨后对估值的谨慎情绪渐浓。在预期已然高企的背景下,公司财报及业绩指引将成为决定涨势能否延续的关键。</p><p>Mott Capital Management投资集团负责人Michael Kramer表示,即使美光交出亮眼成绩单,其股价在第二财季业绩发布后仍可能暴跌。"由于隐含波动率接近120%且看涨期权持仓集中,当前的市场结构要求业绩和指引甚至需要超越最乐观的预期,才能推动股价进一步走高。"</p><p>美光科技未平仓期权看跌/看涨比率为1.32,显示出偏空情绪——该比率高于1通常反映市场对看跌期权的需求大于看涨期权,低于1则表明市场情绪偏多。</p><p>期权定价显示,截至本周五,美光股价可能出现约7.5%的双向波动。从历史表现看,该股对财报的反应涨跌互现——2025财年第二季财报后下跌8%,第三季财报后基本持平,第四季财报后下跌2.8%,而2026财年第一季财报后则上涨10%。</p><p>华尔街预计美光每股收益为8.66美元,同比增幅超过三倍;营收预计达193亿美元,同比大幅增长逾一倍。市场为本季财报设定了极高的门槛。</p><p>截至发稿,美光股价盘前上涨2.15%,报471.60美元。</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>年内飙涨62%后美光迎财报大考:机构力挺VS估值担忧,多空对决一触即发</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n年内飙涨62%后美光迎财报大考:机构力挺VS估值担忧,多空对决一触即发\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-18 19:45 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1415548.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美光科技即将发布财报,市场情绪呈现显著分歧:量化模型与华尔街分析师整体看好,但估值担忧与期权市场的偏空信号同时浮现。Seeking Alpha量化评级给予美光\"强力买入\"评级,认为其增长强劲、盈利能力出色、动能稳健且盈利预期持续上调,这些因素预示着存储芯片周期有望延续强势,尽管当前估值看似已偏高。华尔街分析师同样持建设性态度,维持\"买入\"评级。然而,432.49美元的平均目标价意味着约6.3%的...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1415548.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/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"MU":"美光科技","BK4543":"AI","BK4512":"苹果概念","BK4527":"明星科技股","BK4553":"喜马拉雅资本持仓","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","MUD":"1倍做空MU ETF-Direxion","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","BK4585":"ETF&股票定投概念","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4141":"半导体产品","MULL":"2倍做多MU ETF-GraniteShares","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) 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VL \"A\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓"},"source_url":"http://www.zhitongcaijing.com/content/detail/1415548.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2620230710","content_text":"美光科技即将发布财报,市场情绪呈现显著分歧:量化模型与华尔街分析师整体看好,但估值担忧与期权市场的偏空信号同时浮现。Seeking Alpha量化评级给予美光\"强力买入\"评级,认为其增长强劲、盈利能力出色、动能稳健且盈利预期持续上调,这些因素预示着存储芯片周期有望延续强势,尽管当前估值看似已偏高。华尔街分析师同样持建设性态度,维持\"买入\"评级。然而,432.49美元的平均目标价意味着约6.3%的下行空间,显示该股此轮凌厉上涨后,短期上行空间可能已被基本消化。该股年内迄今已飙升近62%,过去一年累计涨幅高达353.8%,足见涨势之强劲。总体而言,市场对美光基本面保持信心,但在经历大幅上涨后对估值的谨慎情绪渐浓。在预期已然高企的背景下,公司财报及业绩指引将成为决定涨势能否延续的关键。Mott Capital Management投资集团负责人Michael Kramer表示,即使美光交出亮眼成绩单,其股价在第二财季业绩发布后仍可能暴跌。\"由于隐含波动率接近120%且看涨期权持仓集中,当前的市场结构要求业绩和指引甚至需要超越最乐观的预期,才能推动股价进一步走高。\"美光科技未平仓期权看跌/看涨比率为1.32,显示出偏空情绪——该比率高于1通常反映市场对看跌期权的需求大于看涨期权,低于1则表明市场情绪偏多。期权定价显示,截至本周五,美光股价可能出现约7.5%的双向波动。从历史表现看,该股对财报的反应涨跌互现——2025财年第二季财报后下跌8%,第三季财报后基本持平,第四季财报后下跌2.8%,而2026财年第一季财报后则上涨10%。华尔街预计美光每股收益为8.66美元,同比增幅超过三倍;营收预计达193亿美元,同比大幅增长逾一倍。市场为本季财报设定了极高的门槛。截至发稿,美光股价盘前上涨2.15%,报471.60美元。","news_type":1,"symbols_score_info":{"MU":1.98,"MUD":0.6,"MULL":0.6}},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543683230278024,"gmtCreate":1773760657999,"gmtModify":1773760660280,"author":{"id":"3575112980638286","authorId":"3575112980638286","name":"kikijoblor","avatar":"https://static.tigerbbs.com/f5e0c90c5476db763ae92614727b750d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575112980638286","authorIdStr":"3575112980638286"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543683230278024","repostId":"1150445804","repostType":2,"repost":{"id":"1150445804","kind":"news","weMediaInfo":{"introduction":"全球快讯第一时间播报","home_visible":1,"media_name":"美股速递","id":"1004306016","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1773749637,"share":"https://www.laohu8.com/m/news/1150445804?lang=zh_CN&edition=full","pubTime":"2026-03-17 20:13","market":"us","language":"zh","title":"美国能源部批准Oklo建设核反应堆,子公司获得同位素处理与分销材料许可证","url":"https://stock-news.laohu8.com/highlight/detail?id=1150445804","media":"美股速递","summary":"展现出公司的战略纵深。","content":"<html><head></head><body><p>市场消息:美国能源部批准<a href=\"https://laohu8.com/S/OKLO\">Oklo Inc.</a>建设该公司的首座核反应堆。</p><p>此外,美国核管理委员会(NRC)已正式向Oklo旗下业务单元Atomic Alchemy签发材料许可证,授权其开展同位素处理及分销活动。该许可标志着Oklo在先进燃料循环领域商业化布局取得关键进展。</p><p>Atomic Alchemy将依托此许可证,建立同位素材料的合规流通体系。此举不仅强化了Oklo在核燃料供应链中的技术整合能力,也为医用同位素、工业示踪剂等特种核材料的市场供应提供新支点。</p><p>作为下一代核能技术企业,Oklo始终致力于通过模块化快堆技术实现能源创新。此次许可证的获取,为其核燃料循环产业链延伸奠定了监管基础,展现出公司在核能多元化应用领域的战略纵深。</p><p>Oklo周二盘前涨超9%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0f406dcbd39f67b96def81445eee748\" title=\"\" tg-width=\"1287\" tg-height=\"642\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国能源部批准Oklo建设核反应堆,子公司获得同位素处理与分销材料许可证</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国能源部批准Oklo建设核反应堆,子公司获得同位素处理与分销材料许可证\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1004306016\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股速递 </p>\n<p class=\"h-time\">2026-03-17 20:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>市场消息:美国能源部批准<a href=\"https://laohu8.com/S/OKLO\">Oklo Inc.</a>建设该公司的首座核反应堆。</p><p>此外,美国核管理委员会(NRC)已正式向Oklo旗下业务单元Atomic Alchemy签发材料许可证,授权其开展同位素处理及分销活动。该许可标志着Oklo在先进燃料循环领域商业化布局取得关键进展。</p><p>Atomic Alchemy将依托此许可证,建立同位素材料的合规流通体系。此举不仅强化了Oklo在核燃料供应链中的技术整合能力,也为医用同位素、工业示踪剂等特种核材料的市场供应提供新支点。</p><p>作为下一代核能技术企业,Oklo始终致力于通过模块化快堆技术实现能源创新。此次许可证的获取,为其核燃料循环产业链延伸奠定了监管基础,展现出公司在核能多元化应用领域的战略纵深。</p><p>Oklo周二盘前涨超9%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0f406dcbd39f67b96def81445eee748\" title=\"\" tg-width=\"1287\" tg-height=\"642\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bdfeff5b29c9ecd9db5dad2f55d8488a","relate_stocks":{"URAN":"Themes Uranium & Nuclear ETF","OKLO":"Oklo Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150445804","content_text":"市场消息:美国能源部批准Oklo Inc.建设该公司的首座核反应堆。此外,美国核管理委员会(NRC)已正式向Oklo旗下业务单元Atomic Alchemy签发材料许可证,授权其开展同位素处理及分销活动。该许可标志着Oklo在先进燃料循环领域商业化布局取得关键进展。Atomic Alchemy将依托此许可证,建立同位素材料的合规流通体系。此举不仅强化了Oklo在核燃料供应链中的技术整合能力,也为医用同位素、工业示踪剂等特种核材料的市场供应提供新支点。作为下一代核能技术企业,Oklo始终致力于通过模块化快堆技术实现能源创新。此次许可证的获取,为其核燃料循环产业链延伸奠定了监管基础,展现出公司在核能多元化应用领域的战略纵深。Oklo周二盘前涨超9%。","news_type":1,"symbols_score_info":{"URAN":1.1,"OKLO":1}},"isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543654819254304,"gmtCreate":1773753717016,"gmtModify":1773753719756,"author":{"id":"3575112980638286","authorId":"3575112980638286","name":"kikijoblor","avatar":"https://static.tigerbbs.com/f5e0c90c5476db763ae92614727b750d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575112980638286","authorIdStr":"3575112980638286"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543654819254304","repostId":"1184280941","repostType":2,"repost":{"id":"1184280941","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":1773753235,"share":"https://www.laohu8.com/m/news/1184280941?lang=zh_CN&edition=full","pubTime":"2026-03-17 21:13","market":"us","language":"zh","title":"OpenAI与亚马逊达成合作协议,向美国政府部门销售AI产品","url":"https://stock-news.laohu8.com/highlight/detail?id=1184280941","media":"老虎资讯综合","summary":"合同价值数百万美元。","content":"<html><head></head><body><p>据The Information报道,OpenAI成功与 <a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> 达成合作协议,通过其平台向美国国防部及政府机构销售人工智能产品,合同价值数百万美元。</p><p>亚马逊盘前拉升,一度涨超1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1afa5f6014f5e6ebc886828aa4cd807a\" tg-width=\"1269\" tg-height=\"624\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>OpenAI与亚马逊达成合作协议,向美国政府部门销售AI产品</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpenAI与亚马逊达成合作协议,向美国政府部门销售AI产品\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\">2026-03-17 21:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据The Information报道,OpenAI成功与 <a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> 达成合作协议,通过其平台向美国国防部及政府机构销售人工智能产品,合同价值数百万美元。</p><p>亚马逊盘前拉升,一度涨超1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1afa5f6014f5e6ebc886828aa4cd807a\" tg-width=\"1269\" tg-height=\"624\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fe94fc940e9c4fcf157bb67f28e9ff8e","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184280941","content_text":"据The Information报道,OpenAI成功与 亚马逊 达成合作协议,通过其平台向美国国防部及政府机构销售人工智能产品,合同价值数百万美元。亚马逊盘前拉升,一度涨超1%。","news_type":1,"symbols_score_info":{"AMZN":1}},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543603077476992,"gmtCreate":1773741164034,"gmtModify":1773741166434,"author":{"id":"3575112980638286","authorId":"3575112980638286","name":"kikijoblor","avatar":"https://static.tigerbbs.com/f5e0c90c5476db763ae92614727b750d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575112980638286","authorIdStr":"3575112980638286"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543603077476992","repostId":"1199892929","repostType":2,"repost":{"id":"1199892929","kind":"news","pubTimestamp":1773740297,"share":"https://www.laohu8.com/m/news/1199892929?lang=zh_CN&edition=full","pubTime":"2026-03-17 17:38","market":"us","language":"zh","title":"地缘政治冲突下币圈概念股走强,Circle今年至今累涨46%,获机构高看至136美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1199892929","media":"智通财经网","summary":"在中东局势持续紧张、加密资产价格回升的背景下,与稳定币和数字资产相关的上市公司股价近期普遍走强。美国投行Clear Street在最新研报中将Circle股票评级从“持有”上调至“买入”,并将目标价从92美元提高至136美元。受此推动,Circle股价周一上涨9%至125.83美元,创下去年10月以来最高水平。年初至今,公司股价累计上涨约46%。","content":"<p>在中东局势持续紧张、加密资产价格回升的背景下,与稳定币和数字资产相关的上市公司股价近期普遍走强。其中,稳定币发行商 <a href=\"https://laohu8.com/S/CRCL\">Circle Internet Corp.</a> 成为行业中的突出赢家之一。多家机构认为,随着稳定币使用场景不断扩大,该公司的股价仍有进一步上涨空间。</p><p style=\"text-align: justify;\">美国投行Clear Street在最新研报中将Circle股票评级从“持有”上调至“买入”,并将目标价从92美元提高至136美元。该机构认为,自2月初以来,与美元挂钩的稳定币USDC采用率明显上升,表明越来越多的金融机构和普通用户开始使用稳定币进行支付和跨境交易。</p><p style=\"text-align: justify;\">受此推动,Circle股价周一上涨9%至125.83美元,创下去年10月以来最高水平。年初至今,公司股价累计上涨约46%。数据显示,USDC流通规模在去年12月一度超过780亿美元,随后在1月底回落至约700亿美元,但近期已重新升至约790亿美元的历史新高。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/668a298a0cc7e28142e045c8e4bce8b7\" tg-width=\"950\" tg-height=\"620\"></p><p style=\"text-align: justify;\">分析人士指出,中东冲突带来的金融体系和交易渠道扰动,可能在一定程度上推动了稳定币需求的上升。由于USDC被广泛用于汇款和跨境支付,在传统金融渠道受阻的情况下,其交易属性得到了进一步体现。Clear Street分析师Owen Lau表示,在近期市场动荡中,USDC市值持续增长,而全球股票和加密资产市场却出现波动,这表明需求更多来自真实交易用途,而非投机资金。</p><p style=\"text-align: justify;\">除了支付场景外,稳定币在金融领域的应用也在不断扩大。例如,越来越多机构开始对基金进行代币化,即将资产数字化并在区块链上进行交易。虽然这些平台不一定只使用USDC结算,由于其合规性较强、兼容性广,USDC正成为主要结算货币之一。</p><p style=\"text-align: justify;\">此外,预测市场的发展也可能进一步提升USDC需求。预测交易平台Polymarket正计划扩大在美国市场的业务,而该类平台大多使用USDC进行交易结算。数据显示,仅Polymarket去年就促成了约220亿美元的交易。</p><p style=\"text-align: justify;\">另一个被市场关注的新趋势是AI代理(Agentic AI)。业内认为,未来AI代理可能自动完成诸如预订机票、签署合同甚至购物支付等任务,这些操作需要全天候的数字钱包和即时结算系统。Circle正在开发Arc区块链协议,希望为AI代理支付提供底层基础设施。</p><p style=\"text-align: justify;\">分析师指出,稳定币业务的增长意味着Circle的商业模式并不完全依赖比特币价格波动。与传统加密资产相比,支付型稳定币的增长逻辑更多来自金融基础设施升级和数字支付需求。</p><p style=\"text-align: justify;\">与此同时,加密行业的监管环境也可能影响资金流入。市场目前关注美国《数字资产市场清晰法案》CLARITY 法案)的进展,该法案涉及稳定币存款是否可以获得收益等问题。在美国总统特朗普呼吁各方达成妥协的情况下,Clear Street预计相关法案可能在今年夏末获得通过,这将为机构资金进入数字资产市场提供更清晰的监管框架。</p><p style=\"text-align: justify;\">在数字资产价格回升的带动下,多只与加密货币相关的股票也同步上涨。全球最大企业比特币持有者Strategy(MSTR.US)最新披露,其在3月9日至本周日间以约15.7亿美元再次购入22,337枚比特币。与此同时,加密交易所Coinbase(COIN.US)和互联网券商Robinhood(HOOD.US)的股价也出现上涨。</p><p style=\"text-align: justify;\">数据显示,全球最大加密货币比特币在近期地缘政治紧张局势中出现反弹,过去24小时上涨约3.8%至约7.4万美元,较2月28日美国首次对伊朗发动袭击以来累计上涨约10%。</p>","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>地缘政治冲突下币圈概念股走强,Circle今年至今累涨46%,获机构高看至136美元</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n地缘政治冲突下币圈概念股走强,Circle今年至今累涨46%,获机构高看至136美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-17 17:38 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1414614.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在中东局势持续紧张、加密资产价格回升的背景下,与稳定币和数字资产相关的上市公司股价近期普遍走强。其中,稳定币发行商 Circle Internet Corp. 成为行业中的突出赢家之一。多家机构认为,随着稳定币使用场景不断扩大,该公司的股价仍有进一步上涨空间。美国投行Clear Street在最新研报中将Circle股票评级从“持有”上调至“买入”,并将目标价从92美元提高至136美元。该机构认为...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1414614.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcRFZTl6E9ttcFtjrwGhsZSc9GZDAMHWqb_lgQ&s","relate_stocks":{"CRCL":"Circle Internet Corp."},"source_url":"https://www.zhitongcaijing.com/content/detail/1414614.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1199892929","content_text":"在中东局势持续紧张、加密资产价格回升的背景下,与稳定币和数字资产相关的上市公司股价近期普遍走强。其中,稳定币发行商 Circle Internet Corp. 成为行业中的突出赢家之一。多家机构认为,随着稳定币使用场景不断扩大,该公司的股价仍有进一步上涨空间。美国投行Clear Street在最新研报中将Circle股票评级从“持有”上调至“买入”,并将目标价从92美元提高至136美元。该机构认为,自2月初以来,与美元挂钩的稳定币USDC采用率明显上升,表明越来越多的金融机构和普通用户开始使用稳定币进行支付和跨境交易。受此推动,Circle股价周一上涨9%至125.83美元,创下去年10月以来最高水平。年初至今,公司股价累计上涨约46%。数据显示,USDC流通规模在去年12月一度超过780亿美元,随后在1月底回落至约700亿美元,但近期已重新升至约790亿美元的历史新高。分析人士指出,中东冲突带来的金融体系和交易渠道扰动,可能在一定程度上推动了稳定币需求的上升。由于USDC被广泛用于汇款和跨境支付,在传统金融渠道受阻的情况下,其交易属性得到了进一步体现。Clear Street分析师Owen Lau表示,在近期市场动荡中,USDC市值持续增长,而全球股票和加密资产市场却出现波动,这表明需求更多来自真实交易用途,而非投机资金。除了支付场景外,稳定币在金融领域的应用也在不断扩大。例如,越来越多机构开始对基金进行代币化,即将资产数字化并在区块链上进行交易。虽然这些平台不一定只使用USDC结算,由于其合规性较强、兼容性广,USDC正成为主要结算货币之一。此外,预测市场的发展也可能进一步提升USDC需求。预测交易平台Polymarket正计划扩大在美国市场的业务,而该类平台大多使用USDC进行交易结算。数据显示,仅Polymarket去年就促成了约220亿美元的交易。另一个被市场关注的新趋势是AI代理(Agentic AI)。业内认为,未来AI代理可能自动完成诸如预订机票、签署合同甚至购物支付等任务,这些操作需要全天候的数字钱包和即时结算系统。Circle正在开发Arc区块链协议,希望为AI代理支付提供底层基础设施。分析师指出,稳定币业务的增长意味着Circle的商业模式并不完全依赖比特币价格波动。与传统加密资产相比,支付型稳定币的增长逻辑更多来自金融基础设施升级和数字支付需求。与此同时,加密行业的监管环境也可能影响资金流入。市场目前关注美国《数字资产市场清晰法案》CLARITY 法案)的进展,该法案涉及稳定币存款是否可以获得收益等问题。在美国总统特朗普呼吁各方达成妥协的情况下,Clear Street预计相关法案可能在今年夏末获得通过,这将为机构资金进入数字资产市场提供更清晰的监管框架。在数字资产价格回升的带动下,多只与加密货币相关的股票也同步上涨。全球最大企业比特币持有者Strategy(MSTR.US)最新披露,其在3月9日至本周日间以约15.7亿美元再次购入22,337枚比特币。与此同时,加密交易所Coinbase(COIN.US)和互联网券商Robinhood(HOOD.US)的股价也出现上涨。数据显示,全球最大加密货币比特币在近期地缘政治紧张局势中出现反弹,过去24小时上涨约3.8%至约7.4万美元,较2月28日美国首次对伊朗发动袭击以来累计上涨约10%。","news_type":1,"symbols_score_info":{"CRCL":2}},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543699655922544,"gmtCreate":1773734667548,"gmtModify":1773734669899,"author":{"id":"3575112980638286","authorId":"3575112980638286","name":"kikijoblor","avatar":"https://static.tigerbbs.com/f5e0c90c5476db763ae92614727b750d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575112980638286","authorIdStr":"3575112980638286"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543699655922544","repostId":"2620413420","repostType":2,"repost":{"id":"2620413420","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":1773707111,"share":"https://www.laohu8.com/m/news/2620413420?lang=zh_CN&edition=full","pubTime":"2026-03-17 08:25","market":"us","language":"zh","title":"英伟达发布“太空算力模块”,“太空版” Vera Rubin后续将推出","url":"https://stock-news.laohu8.com/highlight/detail?id=2620413420","media":"华尔街见闻","summary":"英伟达在GTC大会上宣布将AI算力延伸至地球轨道,联手六家太空公司部署专用计算模块,新模块较H100 GPU推理性能提升高达25倍。与此同时,基于Vera Rubin架构的太空版本正在筹备中,企业级AI智能体平台NemoClaw同步亮相。黄仁勋放言\"智能必须存在于数据产生的任何地方\",太空算力争夺战正式打响。","content":"<p>在隔夜GTC年度开发者大会上,<strong>英伟达宣布推出面向太空场景的专用计算模块,并披露了基于Vera Rubin架构的太空版本计划,同时发布企业级AI智能体平台NemoClaw,全面展示其在AI基础设施领域的扩张野心。</strong></p><p>英伟达周二盘前微涨。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c54a626c782f0743fef3dc7a1832a47e\" tg-width=\"540\" tg-height=\"162\"></p><p>英伟达CEO黄仁勋在主题演讲中宣布,Aetherflux、Axiom Space、Kepler Communications、Planet、Sophia Space及Starcloud六家合作伙伴将在轨道上部署英伟达计算硬件。公司表示,新模块面向轨道数据中心、高级地理空间智能处理及自主太空操作等应用场景,与此前送入太空的H100 GPU相比,新模块可提供高达25倍的AI推理算力。</p><p><strong>Vera Rubin太空模块将\"于稍后日期\"正式推出,目前IGX Thor与Jetson Orin两款产品已可供货。</strong>与此同时,英伟达还发布了企业级AI智能体平台NemoClaw,旨在为企业提供具备安全与隐私保障的本地AI自主智能体部署能力,当前处于早期Alpha测试阶段。</p><h2 id=\"id_2566839506\">太空算力布局:从H100到Vera Rubin</h2><p>英伟达进军太空计算的步伐可追溯至去年11月。据Data Center Dynamics报道,Starcloud于去年11月将一块英伟达H100 GPU搭载测试卫星送入轨道,这是英伟达GPU首次进入太空。</p><p><strong>此次发布的太空计算模块体系涵盖三个层级:</strong>针对轨道数据中心等高强度工作负载的Vera Rubin太空模块、基于Blackwell架构面向边缘场景的IGX Thor,以及适用于视觉、导航与传感器数据实时处理的Jetson Orin。其中IGX Thor与Jetson Orin已正式上市,Vera Rubin太空模块的具体发布时间尚未披露。</p><p>在合作伙伴层面,Aetherflux计划利用Vera Rubin在轨道上实现太阳能驱动的高性能AI推理;Sophia Space将在其面向卫星运营商的模块化平台中采用Jetson Orin;Kepler Communications同样选择Jetson系列产品。</p><p>黄仁勋在演讲中表示:“随着我们部署卫星<a href=\"https://laohu8.com/S/STZ\">星座</a>并向更深远的太空探索,智能必须存在于数据产生的任何地方。AI处理能力跨越太空与地面系统,将轨道数据中心转变为探索工具,将航天器转变为自主导航系统。”</p><p>值得关注的是,英伟达本月早些时候已发布轨道数据中心系统架构师职位招聘,招聘信息称此为\"在一个全新行业诞生之初加入AI系统领导者的机会\"。</p><h2 id=\"id_2860002422\">竞争格局:<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、马斯克相继入局</h2><p>太空算力赛道正吸引多方巨头布局。据Data Center Dynamics报道,<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>计划向太空发射多批TPU,已通过粒子加速器模拟低地球轨道辐射环境完成测试,并与Planet达成小规模部署合作,长期目标是向太空输送吉瓦级算力。</p><p>SpaceX CEO马斯克亦寻求部署百万颗卫星规模的轨道AI数据中心超级星座,据悉相关卫星将采用<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>自研芯片,但具体时间表尚不明朗。</p><p>然而,太空数据中心的商业前景并非没有质疑声音。OpenAI CEO Sam Altman、做空机构投资人Jim Chanos、AWS CEO Matt Garman以及Gartner分析师均对这一概念持批评态度。</p><h2 id=\"id_627291319\">NemoClaw:为企业AI智能体提供安全底座</h2><p><strong>在企业AI智能体领域,英伟达同步推出NemoClaw平台。据TechCrunch报道,NemoClaw基于开源本地AI自主智能体项目OpenClaw构建,英伟达与OpenClaw创始人Peter Steinberger合作开发了这一企业级版本。</strong></p><p>NemoClaw的核心定位是在OpenClaw基础上叠加企业级安全与隐私机制,允许企业通过单一命令接入平台,并对智能体行为及数据处理方式实施统一管控。该平台支持接入任意编程智能体或开源AI模型,包括英伟达自有的NemoTron开源模型,同时与英伟达AI智能体软件套件NeMo深度集成。值得注意的是,该平台在硬件层面保持开放兼容,无需运行于英伟达自有GPU之上。</p><p>黄仁勋将OpenClaw的出现类比于Linux、Kubernetes和HTML的历史性时刻,并表示:<strong>\"每家公司今天都需要制定OpenClaw战略,一套智能体系统战略。\"</strong></p><p>目前NemoClaw仍处于早期Alpha阶段,英伟达在官网面向开发者的说明中坦承\"预期存在粗糙之处\",并表示正朝着生产就绪的沙箱编排能力推进。企业级AI智能体平台的竞争已趋于白热化——OpenAI于今年2月推出了面向企业的开放平台OpenAI Frontier,Gartner去年12月亦发布报告,将AI智能体治理平台列为企业采用AI技术的关键基础设施。</p>","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>英伟达发布“太空算力模块”,“太空版” Vera Rubin后续将推出</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; 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8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达发布“太空算力模块”,“太空版” Vera Rubin后续将推出\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-17 08:25 北京时间 <a href=https://wallstreetcn.com/articles/3767669><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在隔夜GTC年度开发者大会上,英伟达宣布推出面向太空场景的专用计算模块,并披露了基于Vera Rubin架构的太空版本计划,同时发布企业级AI智能体平台NemoClaw,全面展示其在AI基础设施领域的扩张野心。英伟达周二盘前微涨。英伟达CEO黄仁勋在主题演讲中宣布,Aetherflux、Axiom Space、Kepler Communications、Planet、Sophia Space及...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3767669\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3767669","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2620413420","content_text":"在隔夜GTC年度开发者大会上,英伟达宣布推出面向太空场景的专用计算模块,并披露了基于Vera Rubin架构的太空版本计划,同时发布企业级AI智能体平台NemoClaw,全面展示其在AI基础设施领域的扩张野心。英伟达周二盘前微涨。英伟达CEO黄仁勋在主题演讲中宣布,Aetherflux、Axiom Space、Kepler Communications、Planet、Sophia Space及Starcloud六家合作伙伴将在轨道上部署英伟达计算硬件。公司表示,新模块面向轨道数据中心、高级地理空间智能处理及自主太空操作等应用场景,与此前送入太空的H100 GPU相比,新模块可提供高达25倍的AI推理算力。Vera Rubin太空模块将\"于稍后日期\"正式推出,目前IGX Thor与Jetson Orin两款产品已可供货。与此同时,英伟达还发布了企业级AI智能体平台NemoClaw,旨在为企业提供具备安全与隐私保障的本地AI自主智能体部署能力,当前处于早期Alpha测试阶段。太空算力布局:从H100到Vera Rubin英伟达进军太空计算的步伐可追溯至去年11月。据Data Center Dynamics报道,Starcloud于去年11月将一块英伟达H100 GPU搭载测试卫星送入轨道,这是英伟达GPU首次进入太空。此次发布的太空计算模块体系涵盖三个层级:针对轨道数据中心等高强度工作负载的Vera Rubin太空模块、基于Blackwell架构面向边缘场景的IGX Thor,以及适用于视觉、导航与传感器数据实时处理的Jetson Orin。其中IGX Thor与Jetson Orin已正式上市,Vera Rubin太空模块的具体发布时间尚未披露。在合作伙伴层面,Aetherflux计划利用Vera Rubin在轨道上实现太阳能驱动的高性能AI推理;Sophia Space将在其面向卫星运营商的模块化平台中采用Jetson Orin;Kepler Communications同样选择Jetson系列产品。黄仁勋在演讲中表示:“随着我们部署卫星星座并向更深远的太空探索,智能必须存在于数据产生的任何地方。AI处理能力跨越太空与地面系统,将轨道数据中心转变为探索工具,将航天器转变为自主导航系统。”值得关注的是,英伟达本月早些时候已发布轨道数据中心系统架构师职位招聘,招聘信息称此为\"在一个全新行业诞生之初加入AI系统领导者的机会\"。竞争格局:谷歌、马斯克相继入局太空算力赛道正吸引多方巨头布局。据Data Center Dynamics报道,谷歌计划向太空发射多批TPU,已通过粒子加速器模拟低地球轨道辐射环境完成测试,并与Planet达成小规模部署合作,长期目标是向太空输送吉瓦级算力。SpaceX CEO马斯克亦寻求部署百万颗卫星规模的轨道AI数据中心超级星座,据悉相关卫星将采用特斯拉自研芯片,但具体时间表尚不明朗。然而,太空数据中心的商业前景并非没有质疑声音。OpenAI CEO Sam Altman、做空机构投资人Jim Chanos、AWS CEO Matt Garman以及Gartner分析师均对这一概念持批评态度。NemoClaw:为企业AI智能体提供安全底座在企业AI智能体领域,英伟达同步推出NemoClaw平台。据TechCrunch报道,NemoClaw基于开源本地AI自主智能体项目OpenClaw构建,英伟达与OpenClaw创始人Peter Steinberger合作开发了这一企业级版本。NemoClaw的核心定位是在OpenClaw基础上叠加企业级安全与隐私机制,允许企业通过单一命令接入平台,并对智能体行为及数据处理方式实施统一管控。该平台支持接入任意编程智能体或开源AI模型,包括英伟达自有的NemoTron开源模型,同时与英伟达AI智能体软件套件NeMo深度集成。值得注意的是,该平台在硬件层面保持开放兼容,无需运行于英伟达自有GPU之上。黄仁勋将OpenClaw的出现类比于Linux、Kubernetes和HTML的历史性时刻,并表示:\"每家公司今天都需要制定OpenClaw战略,一套智能体系统战略。\"目前NemoClaw仍处于早期Alpha阶段,英伟达在官网面向开发者的说明中坦承\"预期存在粗糙之处\",并表示正朝着生产就绪的沙箱编排能力推进。企业级AI智能体平台的竞争已趋于白热化——OpenAI于今年2月推出了面向企业的开放平台OpenAI Frontier,Gartner去年12月亦发布报告,将AI智能体治理平台列为企业采用AI技术的关键基础设施。","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543561382813696,"gmtCreate":1773730897254,"gmtModify":1773730899618,"author":{"id":"3575112980638286","authorId":"3575112980638286","name":"kikijoblor","avatar":"https://static.tigerbbs.com/f5e0c90c5476db763ae92614727b750d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575112980638286","authorIdStr":"3575112980638286"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543561382813696","repostId":"1154430084","repostType":2,"repost":{"id":"1154430084","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":1773718074,"share":"https://www.laohu8.com/m/news/1154430084?lang=zh_CN&edition=full","pubTime":"2026-03-17 11:27","market":"us","language":"zh","title":"期权大单 | NEBIUS飙升近15%,看涨期权获热捧;英伟达、Meta期权交易活跃","url":"https://stock-news.laohu8.com/highlight/detail?id=1154430084","media":"老虎资讯综合","summary":"期权市场总成交量55,844,035张合约,其中看涨期权占比54%。消息方面:2026年3月16日,英伟达GTC 2026大会正式开幕。3月20日到期的130美元的行权看涨期权交易量特别高,共有10,619份合约交易。","content":"<html><head></head><body><p><strong>一、市场概览</strong></p><p>周一(3月16日),美股三大指数集体上涨。截至收盘,道琼斯指数涨0.83%,标普500指数涨1.01%,纳斯达克综合指数涨1.22%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4dbe23ddae5d18a4e13f6b21d873f85\" tg-width=\"916\" tg-height=\"148\"/></p><p>期权市场总成交量55,844,035张合约,其中看涨期权占比54%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/461f28b515ad6a1607274c76d3b98eee\" tg-width=\"1858\" tg-height=\"428\"/></p><p><strong>二、期权成交总量TOP10</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/321432225af72741a0e87394f3ee75e4\" tg-width=\"1179\" tg-height=\"2321\"/></p><p><strong><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>隔夜收高1.65%,期权合约成交329.96万张,</strong>当日(3月16日)到期的185美元的行权<strong>看涨期权</strong>交易量特别高,共有270,988份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba1e020edb967840012afa392eab766c\" tg-width=\"1265\" tg-height=\"283\"/></p><p>消息方面:2026年3月16日,英伟达GTC 2026大会正式开幕。在GTC 2026大会上,英伟达CEO黄仁勋将公司定位为“AI工厂”构建者,称“到2027年将看到至少1万亿美元的高确信度需求”。他提出“Token工厂经济学”,强调每瓦性能是商业变现的核心。黄仁勋断言Agent(智能体)将终结传统SaaS模式,未来“年薪+Token预算”将成为职场新标配。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/089cddbd6ab053c1f4f1e9208d890962\" tg-width=\"1024\" tg-height=\"567\"/></p><p><strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a>隔夜收涨2.33%,期权合约成交59.17万张,</strong>当日(3月16日)到期的630美元的行权<strong>看涨期权</strong>交易量特别高,共有30,613份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/449c0ad46c36a6c8c2033be00da3ea39\" tg-width=\"1258\" tg-height=\"284\"/></p><p>消息方面:Meta裁员传闻提振股价,Meta计划裁员20%或更多,以抵消公司在AI领域的巨额支出,并押注AI技术能带来生产力提升。分析认为,若裁员20%,可为公司节省约60亿美元成本,相当于将调整后核心利润提高约5%。</p><h3 id=\"id_844603312\">三、异动观察</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68a18f28c0087e2bfe7fd07baa1b13f7\" tg-width=\"771\" tg-height=\"439\"/></p><p><strong><a href=\"https://laohu8.com/S/NBIS\">NEBIUS</a>隔夜收涨14.96%,期权合约成交23.27万张,</strong>较90日均量放大2.3倍。3月20日到期的130美元的行权<strong>看涨期权</strong>交易量特别高,共有10,619份合约交易。 <a class=\"teditor-mention\" data-mention-id=\"NBIS 20260320 130.0 CALL\" data-mention-name=\"NBIS\" href=\"https://laohu8.com/OPT/NBIS%2020260320%20130.0%20CALL\">$NBIS 20260320 130.0 CALL$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6a578a7d90828338a6d7f8a86b7ec59\" tg-width=\"943\" tg-height=\"280\"/></p><p>消息方面: Meta计划在未来五年内,向人工智能公司NEBIUS投入高达270亿美元的资金。Nebius还宣布,与英伟达展开合作,通过专门为机器人全生命周期(从模拟、训练到大规模现实部署)打造的端到端平台,加速物理AI的开发。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>期权大单 | NEBIUS飙升近15%,看涨期权获热捧;英伟达、Meta期权交易活跃</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n期权大单 | NEBIUS飙升近15%,看涨期权获热捧;英伟达、Meta期权交易活跃\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\">2026-03-17 11:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>一、市场概览</strong></p><p>周一(3月16日),美股三大指数集体上涨。截至收盘,道琼斯指数涨0.83%,标普500指数涨1.01%,纳斯达克综合指数涨1.22%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4dbe23ddae5d18a4e13f6b21d873f85\" tg-width=\"916\" tg-height=\"148\"/></p><p>期权市场总成交量55,844,035张合约,其中看涨期权占比54%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/461f28b515ad6a1607274c76d3b98eee\" tg-width=\"1858\" tg-height=\"428\"/></p><p><strong>二、期权成交总量TOP10</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/321432225af72741a0e87394f3ee75e4\" tg-width=\"1179\" tg-height=\"2321\"/></p><p><strong><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>隔夜收高1.65%,期权合约成交329.96万张,</strong>当日(3月16日)到期的185美元的行权<strong>看涨期权</strong>交易量特别高,共有270,988份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba1e020edb967840012afa392eab766c\" tg-width=\"1265\" tg-height=\"283\"/></p><p>消息方面:2026年3月16日,英伟达GTC 2026大会正式开幕。在GTC 2026大会上,英伟达CEO黄仁勋将公司定位为“AI工厂”构建者,称“到2027年将看到至少1万亿美元的高确信度需求”。他提出“Token工厂经济学”,强调每瓦性能是商业变现的核心。黄仁勋断言Agent(智能体)将终结传统SaaS模式,未来“年薪+Token预算”将成为职场新标配。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/089cddbd6ab053c1f4f1e9208d890962\" tg-width=\"1024\" tg-height=\"567\"/></p><p><strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a>隔夜收涨2.33%,期权合约成交59.17万张,</strong>当日(3月16日)到期的630美元的行权<strong>看涨期权</strong>交易量特别高,共有30,613份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/449c0ad46c36a6c8c2033be00da3ea39\" tg-width=\"1258\" tg-height=\"284\"/></p><p>消息方面:Meta裁员传闻提振股价,Meta计划裁员20%或更多,以抵消公司在AI领域的巨额支出,并押注AI技术能带来生产力提升。分析认为,若裁员20%,可为公司节省约60亿美元成本,相当于将调整后核心利润提高约5%。</p><h3 id=\"id_844603312\">三、异动观察</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68a18f28c0087e2bfe7fd07baa1b13f7\" tg-width=\"771\" tg-height=\"439\"/></p><p><strong><a href=\"https://laohu8.com/S/NBIS\">NEBIUS</a>隔夜收涨14.96%,期权合约成交23.27万张,</strong>较90日均量放大2.3倍。3月20日到期的130美元的行权<strong>看涨期权</strong>交易量特别高,共有10,619份合约交易。 <a class=\"teditor-mention\" data-mention-id=\"NBIS 20260320 130.0 CALL\" data-mention-name=\"NBIS\" href=\"https://laohu8.com/OPT/NBIS%2020260320%20130.0%20CALL\">$NBIS 20260320 130.0 CALL$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6a578a7d90828338a6d7f8a86b7ec59\" tg-width=\"943\" tg-height=\"280\"/></p><p>消息方面: Meta计划在未来五年内,向人工智能公司NEBIUS投入高达270亿美元的资金。Nebius还宣布,与英伟达展开合作,通过专门为机器人全生命周期(从模拟、训练到大规模现实部署)打造的端到端平台,加速物理AI的开发。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"NBIS":"NEBIUS","META":"Meta Platforms, Inc.","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154430084","content_text":"一、市场概览周一(3月16日),美股三大指数集体上涨。截至收盘,道琼斯指数涨0.83%,标普500指数涨1.01%,纳斯达克综合指数涨1.22%。期权市场总成交量55,844,035张合约,其中看涨期权占比54%。二、期权成交总量TOP10英伟达隔夜收高1.65%,期权合约成交329.96万张,当日(3月16日)到期的185美元的行权看涨期权交易量特别高,共有270,988份合约交易。消息方面:2026年3月16日,英伟达GTC 2026大会正式开幕。在GTC 2026大会上,英伟达CEO黄仁勋将公司定位为“AI工厂”构建者,称“到2027年将看到至少1万亿美元的高确信度需求”。他提出“Token工厂经济学”,强调每瓦性能是商业变现的核心。黄仁勋断言Agent(智能体)将终结传统SaaS模式,未来“年薪+Token预算”将成为职场新标配。Meta Platforms隔夜收涨2.33%,期权合约成交59.17万张,当日(3月16日)到期的630美元的行权看涨期权交易量特别高,共有30,613份合约交易。消息方面:Meta裁员传闻提振股价,Meta计划裁员20%或更多,以抵消公司在AI领域的巨额支出,并押注AI技术能带来生产力提升。分析认为,若裁员20%,可为公司节省约60亿美元成本,相当于将调整后核心利润提高约5%。三、异动观察NEBIUS隔夜收涨14.96%,期权合约成交23.27万张,较90日均量放大2.3倍。3月20日到期的130美元的行权看涨期权交易量特别高,共有10,619份合约交易。 $NBIS 20260320 130.0 CALL$ 消息方面: Meta计划在未来五年内,向人工智能公司NEBIUS投入高达270亿美元的资金。Nebius还宣布,与英伟达展开合作,通过专门为机器人全生命周期(从模拟、训练到大规模现实部署)打造的端到端平台,加速物理AI的开发。","news_type":1,"symbols_score_info":{"META":2,"NVDA":2,"NBIS":2}},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543726369296464,"gmtCreate":1773730873314,"gmtModify":1773730875441,"author":{"id":"3575112980638286","authorId":"3575112980638286","name":"kikijoblor","avatar":"https://static.tigerbbs.com/f5e0c90c5476db763ae92614727b750d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575112980638286","authorIdStr":"3575112980638286"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543726369296464","repostId":"1154430084","repostType":2,"repost":{"id":"1154430084","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":1773718074,"share":"https://www.laohu8.com/m/news/1154430084?lang=zh_CN&edition=full","pubTime":"2026-03-17 11:27","market":"us","language":"zh","title":"期权大单 | NEBIUS飙升近15%,看涨期权获热捧;英伟达、Meta期权交易活跃","url":"https://stock-news.laohu8.com/highlight/detail?id=1154430084","media":"老虎资讯综合","summary":"期权市场总成交量55,844,035张合约,其中看涨期权占比54%。消息方面:2026年3月16日,英伟达GTC 2026大会正式开幕。3月20日到期的130美元的行权看涨期权交易量特别高,共有10,619份合约交易。","content":"<html><head></head><body><p><strong>一、市场概览</strong></p><p>周一(3月16日),美股三大指数集体上涨。截至收盘,道琼斯指数涨0.83%,标普500指数涨1.01%,纳斯达克综合指数涨1.22%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4dbe23ddae5d18a4e13f6b21d873f85\" tg-width=\"916\" tg-height=\"148\"/></p><p>期权市场总成交量55,844,035张合约,其中看涨期权占比54%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/461f28b515ad6a1607274c76d3b98eee\" tg-width=\"1858\" tg-height=\"428\"/></p><p><strong>二、期权成交总量TOP10</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/321432225af72741a0e87394f3ee75e4\" tg-width=\"1179\" tg-height=\"2321\"/></p><p><strong><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>隔夜收高1.65%,期权合约成交329.96万张,</strong>当日(3月16日)到期的185美元的行权<strong>看涨期权</strong>交易量特别高,共有270,988份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba1e020edb967840012afa392eab766c\" tg-width=\"1265\" tg-height=\"283\"/></p><p>消息方面:2026年3月16日,英伟达GTC 2026大会正式开幕。在GTC 2026大会上,英伟达CEO黄仁勋将公司定位为“AI工厂”构建者,称“到2027年将看到至少1万亿美元的高确信度需求”。他提出“Token工厂经济学”,强调每瓦性能是商业变现的核心。黄仁勋断言Agent(智能体)将终结传统SaaS模式,未来“年薪+Token预算”将成为职场新标配。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/089cddbd6ab053c1f4f1e9208d890962\" tg-width=\"1024\" tg-height=\"567\"/></p><p><strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a>隔夜收涨2.33%,期权合约成交59.17万张,</strong>当日(3月16日)到期的630美元的行权<strong>看涨期权</strong>交易量特别高,共有30,613份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/449c0ad46c36a6c8c2033be00da3ea39\" tg-width=\"1258\" tg-height=\"284\"/></p><p>消息方面:Meta裁员传闻提振股价,Meta计划裁员20%或更多,以抵消公司在AI领域的巨额支出,并押注AI技术能带来生产力提升。分析认为,若裁员20%,可为公司节省约60亿美元成本,相当于将调整后核心利润提高约5%。</p><h3 id=\"id_844603312\">三、异动观察</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68a18f28c0087e2bfe7fd07baa1b13f7\" tg-width=\"771\" tg-height=\"439\"/></p><p><strong><a href=\"https://laohu8.com/S/NBIS\">NEBIUS</a>隔夜收涨14.96%,期权合约成交23.27万张,</strong>较90日均量放大2.3倍。3月20日到期的130美元的行权<strong>看涨期权</strong>交易量特别高,共有10,619份合约交易。 <a class=\"teditor-mention\" data-mention-id=\"NBIS 20260320 130.0 CALL\" data-mention-name=\"NBIS\" href=\"https://laohu8.com/OPT/NBIS%2020260320%20130.0%20CALL\">$NBIS 20260320 130.0 CALL$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6a578a7d90828338a6d7f8a86b7ec59\" tg-width=\"943\" tg-height=\"280\"/></p><p>消息方面: Meta计划在未来五年内,向人工智能公司NEBIUS投入高达270亿美元的资金。Nebius还宣布,与英伟达展开合作,通过专门为机器人全生命周期(从模拟、训练到大规模现实部署)打造的端到端平台,加速物理AI的开发。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>期权大单 | NEBIUS飙升近15%,看涨期权获热捧;英伟达、Meta期权交易活跃</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{ 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n期权大单 | NEBIUS飙升近15%,看涨期权获热捧;英伟达、Meta期权交易活跃\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\">2026-03-17 11:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>一、市场概览</strong></p><p>周一(3月16日),美股三大指数集体上涨。截至收盘,道琼斯指数涨0.83%,标普500指数涨1.01%,纳斯达克综合指数涨1.22%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4dbe23ddae5d18a4e13f6b21d873f85\" tg-width=\"916\" tg-height=\"148\"/></p><p>期权市场总成交量55,844,035张合约,其中看涨期权占比54%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/461f28b515ad6a1607274c76d3b98eee\" tg-width=\"1858\" tg-height=\"428\"/></p><p><strong>二、期权成交总量TOP10</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/321432225af72741a0e87394f3ee75e4\" tg-width=\"1179\" tg-height=\"2321\"/></p><p><strong><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>隔夜收高1.65%,期权合约成交329.96万张,</strong>当日(3月16日)到期的185美元的行权<strong>看涨期权</strong>交易量特别高,共有270,988份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba1e020edb967840012afa392eab766c\" tg-width=\"1265\" tg-height=\"283\"/></p><p>消息方面:2026年3月16日,英伟达GTC 2026大会正式开幕。在GTC 2026大会上,英伟达CEO黄仁勋将公司定位为“AI工厂”构建者,称“到2027年将看到至少1万亿美元的高确信度需求”。他提出“Token工厂经济学”,强调每瓦性能是商业变现的核心。黄仁勋断言Agent(智能体)将终结传统SaaS模式,未来“年薪+Token预算”将成为职场新标配。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/089cddbd6ab053c1f4f1e9208d890962\" tg-width=\"1024\" tg-height=\"567\"/></p><p><strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a>隔夜收涨2.33%,期权合约成交59.17万张,</strong>当日(3月16日)到期的630美元的行权<strong>看涨期权</strong>交易量特别高,共有30,613份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/449c0ad46c36a6c8c2033be00da3ea39\" tg-width=\"1258\" tg-height=\"284\"/></p><p>消息方面:Meta裁员传闻提振股价,Meta计划裁员20%或更多,以抵消公司在AI领域的巨额支出,并押注AI技术能带来生产力提升。分析认为,若裁员20%,可为公司节省约60亿美元成本,相当于将调整后核心利润提高约5%。</p><h3 id=\"id_844603312\">三、异动观察</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68a18f28c0087e2bfe7fd07baa1b13f7\" tg-width=\"771\" tg-height=\"439\"/></p><p><strong><a href=\"https://laohu8.com/S/NBIS\">NEBIUS</a>隔夜收涨14.96%,期权合约成交23.27万张,</strong>较90日均量放大2.3倍。3月20日到期的130美元的行权<strong>看涨期权</strong>交易量特别高,共有10,619份合约交易。 <a class=\"teditor-mention\" data-mention-id=\"NBIS 20260320 130.0 CALL\" data-mention-name=\"NBIS\" href=\"https://laohu8.com/OPT/NBIS%2020260320%20130.0%20CALL\">$NBIS 20260320 130.0 CALL$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6a578a7d90828338a6d7f8a86b7ec59\" tg-width=\"943\" tg-height=\"280\"/></p><p>消息方面: Meta计划在未来五年内,向人工智能公司NEBIUS投入高达270亿美元的资金。Nebius还宣布,与英伟达展开合作,通过专门为机器人全生命周期(从模拟、训练到大规模现实部署)打造的端到端平台,加速物理AI的开发。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"NBIS":"NEBIUS","META":"Meta Platforms, Inc.","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154430084","content_text":"一、市场概览周一(3月16日),美股三大指数集体上涨。截至收盘,道琼斯指数涨0.83%,标普500指数涨1.01%,纳斯达克综合指数涨1.22%。期权市场总成交量55,844,035张合约,其中看涨期权占比54%。二、期权成交总量TOP10英伟达隔夜收高1.65%,期权合约成交329.96万张,当日(3月16日)到期的185美元的行权看涨期权交易量特别高,共有270,988份合约交易。消息方面:2026年3月16日,英伟达GTC 2026大会正式开幕。在GTC 2026大会上,英伟达CEO黄仁勋将公司定位为“AI工厂”构建者,称“到2027年将看到至少1万亿美元的高确信度需求”。他提出“Token工厂经济学”,强调每瓦性能是商业变现的核心。黄仁勋断言Agent(智能体)将终结传统SaaS模式,未来“年薪+Token预算”将成为职场新标配。Meta Platforms隔夜收涨2.33%,期权合约成交59.17万张,当日(3月16日)到期的630美元的行权看涨期权交易量特别高,共有30,613份合约交易。消息方面:Meta裁员传闻提振股价,Meta计划裁员20%或更多,以抵消公司在AI领域的巨额支出,并押注AI技术能带来生产力提升。分析认为,若裁员20%,可为公司节省约60亿美元成本,相当于将调整后核心利润提高约5%。三、异动观察NEBIUS隔夜收涨14.96%,期权合约成交23.27万张,较90日均量放大2.3倍。3月20日到期的130美元的行权看涨期权交易量特别高,共有10,619份合约交易。 $NBIS 20260320 130.0 CALL$ 消息方面: Meta计划在未来五年内,向人工智能公司NEBIUS投入高达270亿美元的资金。Nebius还宣布,与英伟达展开合作,通过专门为机器人全生命周期(从模拟、训练到大规模现实部署)打造的端到端平台,加速物理AI的开发。","news_type":1,"symbols_score_info":{"META":2,"NVDA":2,"NBIS":2}},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":685371129,"gmtCreate":1659457867065,"gmtModify":1659457867065,"author":{"id":"3575112980638286","authorId":"3575112980638286","name":"kikijoblor","avatar":"https://static.tigerbbs.com/f5e0c90c5476db763ae92614727b750d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575112980638286","idStr":"3575112980638286"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMTD\">$尚乘国际(AMTD)$</a> 是<a href=\"https://laohu8.com/S/HKD\">$尚乘数科(HKD)$</a>的爸爸 静待涨到1000倍","listText":"<a href=\"https://laohu8.com/S/AMTD\">$尚乘国际(AMTD)$</a> 是<a href=\"https://laohu8.com/S/HKD\">$尚乘数科(HKD)$</a>的爸爸 静待涨到1000倍","text":"$尚乘国际(AMTD)$ 是$尚乘数科(HKD)$的爸爸 静待涨到1000倍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685371129","repostId":"991359521","repostType":1,"repost":{"id":991359521,"gmtCreate":1564563326563,"gmtModify":1704707355852,"author":{"id":"39105730803552","authorId":"39105730803552","name":"格隆汇","avatar":"https://static.tigerbbs.com/8774dfe20eceb38c9645128bb6e60684","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"39105730803552","idStr":"39105730803552"},"themes":[],"title":"AMTD美股上市——传说中的“亚洲独立投行第一股”","htmlText":"作者:格隆汇·宁珲阿禅 早在2003年,长江和记(CK Hutchison,0001.HK)便成立了其旗下的金融服务公司,这就是AMTD的缘起。当年的“李超人”以超越时代发展的前瞻,赋予了AMTD从第一天开始就兼具专业性金融服务与“大数据”科技的创新基因。不过,在此后的十二年时间里,这家公司的名头并不响亮。$尚乘国际(HKIB)$ 然而到了2015年,AMTD迎来了一次大发展的契机,那就是L.R. Capital Group的战略入股。自此,AMTD进行重组并逐渐发展起投资银行、资产管理、策略投资、保险经纪及虚拟银行的业务。2019年2月,AMTD进行分拆重组,旗下的投行、资管以及策略投资成为一家单独的公司,即此次上市的AMTD International Inc.(尚乘国际)。 现在,重组后的尚乘国际已经发展成为亚洲最大的独立投资银行,主要服务对象包括中国新经济公司、金融机构尤其是中国区域性银行、教育、新能源等行业,并通过其地处香港国际金融中心的优势地位,充分发挥“超级联系人”的角色,成为中国企业国际化发展、国际资本市场金融服务,以及国际金融机构与中国经济对接的桥梁。 而尚乘国际凭借与中外众多金融机构以及实体企业和新经济公司的联系,搭建独具特色的“尚乘蛛网”模型,并以此来赋能公司的快速扩张与发展。 1. 领先的独立投行与资产管理公司 独立投行的概念在欧美比较流行,而亚洲则刚刚兴起,却也已经发展成为一股资本市场的重要力量。与传统投行依附于大型商业银行或保险公司的体系之下不同,独立投行并不属于任何银行或保险集团,而是更多的作为一个第三方的证券发行、承销、咨询、服务业务(包括股票IPO和债券发行)经纪人。 仅以在香港和美国完成的IPO数量和规模来统计,2018年全年以及2019年一季度,尚乘国际都当之无愧地做到了亚洲第一。从2015年10月成立投行业务以来,尚乘国际总共完成了","listText":"作者:格隆汇·宁珲阿禅 早在2003年,长江和记(CK Hutchison,0001.HK)便成立了其旗下的金融服务公司,这就是AMTD的缘起。当年的“李超人”以超越时代发展的前瞻,赋予了AMTD从第一天开始就兼具专业性金融服务与“大数据”科技的创新基因。不过,在此后的十二年时间里,这家公司的名头并不响亮。$尚乘国际(HKIB)$ 然而到了2015年,AMTD迎来了一次大发展的契机,那就是L.R. Capital Group的战略入股。自此,AMTD进行重组并逐渐发展起投资银行、资产管理、策略投资、保险经纪及虚拟银行的业务。2019年2月,AMTD进行分拆重组,旗下的投行、资管以及策略投资成为一家单独的公司,即此次上市的AMTD International Inc.(尚乘国际)。 现在,重组后的尚乘国际已经发展成为亚洲最大的独立投资银行,主要服务对象包括中国新经济公司、金融机构尤其是中国区域性银行、教育、新能源等行业,并通过其地处香港国际金融中心的优势地位,充分发挥“超级联系人”的角色,成为中国企业国际化发展、国际资本市场金融服务,以及国际金融机构与中国经济对接的桥梁。 而尚乘国际凭借与中外众多金融机构以及实体企业和新经济公司的联系,搭建独具特色的“尚乘蛛网”模型,并以此来赋能公司的快速扩张与发展。 1. 领先的独立投行与资产管理公司 独立投行的概念在欧美比较流行,而亚洲则刚刚兴起,却也已经发展成为一股资本市场的重要力量。与传统投行依附于大型商业银行或保险公司的体系之下不同,独立投行并不属于任何银行或保险集团,而是更多的作为一个第三方的证券发行、承销、咨询、服务业务(包括股票IPO和债券发行)经纪人。 仅以在香港和美国完成的IPO数量和规模来统计,2018年全年以及2019年一季度,尚乘国际都当之无愧地做到了亚洲第一。从2015年10月成立投行业务以来,尚乘国际总共完成了","text":"作者:格隆汇·宁珲阿禅 早在2003年,长江和记(CK Hutchison,0001.HK)便成立了其旗下的金融服务公司,这就是AMTD的缘起。当年的“李超人”以超越时代发展的前瞻,赋予了AMTD从第一天开始就兼具专业性金融服务与“大数据”科技的创新基因。不过,在此后的十二年时间里,这家公司的名头并不响亮。$尚乘国际(HKIB)$ 然而到了2015年,AMTD迎来了一次大发展的契机,那就是L.R. Capital Group的战略入股。自此,AMTD进行重组并逐渐发展起投资银行、资产管理、策略投资、保险经纪及虚拟银行的业务。2019年2月,AMTD进行分拆重组,旗下的投行、资管以及策略投资成为一家单独的公司,即此次上市的AMTD International Inc.(尚乘国际)。 现在,重组后的尚乘国际已经发展成为亚洲最大的独立投资银行,主要服务对象包括中国新经济公司、金融机构尤其是中国区域性银行、教育、新能源等行业,并通过其地处香港国际金融中心的优势地位,充分发挥“超级联系人”的角色,成为中国企业国际化发展、国际资本市场金融服务,以及国际金融机构与中国经济对接的桥梁。 而尚乘国际凭借与中外众多金融机构以及实体企业和新经济公司的联系,搭建独具特色的“尚乘蛛网”模型,并以此来赋能公司的快速扩张与发展。 1. 领先的独立投行与资产管理公司 独立投行的概念在欧美比较流行,而亚洲则刚刚兴起,却也已经发展成为一股资本市场的重要力量。与传统投行依附于大型商业银行或保险公司的体系之下不同,独立投行并不属于任何银行或保险集团,而是更多的作为一个第三方的证券发行、承销、咨询、服务业务(包括股票IPO和债券发行)经纪人。 仅以在香港和美国完成的IPO数量和规模来统计,2018年全年以及2019年一季度,尚乘国际都当之无愧地做到了亚洲第一。从2015年10月成立投行业务以来,尚乘国际总共完成了","images":[{"img":"https://static.tigerbbs.com/4f452ce401d4b490145470554bba4be0"},{"img":"https://static.tigerbbs.com/5d84f26c94b3ef7e995839c41f45c22a"},{"img":"https://static.tigerbbs.com/73efdf21bd8e2955f4f76b3e2f417f26"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/991359521","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632658187,"gmtCreate":1646404375294,"gmtModify":1646406837138,"author":{"id":"3575112980638286","authorId":"3575112980638286","name":"kikijoblor","avatar":"https://static.tigerbbs.com/f5e0c90c5476db763ae92614727b750d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575112980638286","idStr":"3575112980638286"},"themes":[],"htmlText":"666//<a href=\"https://laohu8.com/U/3528966054893519\">@小虎说英股</a>:大家也可以注意俄罗斯国际钢铁公司<a href=\"https://laohu8.com/S/EVR.UK\">$耶弗拉兹公司(EVR.UK)$</a>EVRAZ。该公司在伦交所挂牌但它在莫斯科交易所没有挂牌。目前EVR在美国,加拿大和欧洲都有钢铁厂、在收入中只有39%来自俄罗斯。去年公司总收入超过150亿美金并净利润为41亿美金。 本月底EVRAZ要对每股支付0.5美金的股息。除权日期是3月10日。这次股息大约组成公司股价的76%[吃瓜] 公司还没有收到任何经济制裁或交易限制[吃瓜] 小心 <a href=\"https://laohu8.com/S/X\">$美国钢铁(X)$</a><a href=\"https://laohu8.com/S/XOM\">$埃克森美孚(XOM)$</a><a href=\"https://laohu8.com/S/CVX\">$雪佛龙(CVX)$</a><a href=\"https://laohu8.com/S/00486\">$俄铝(00486)$</a>","listText":"666//<a href=\"https://laohu8.com/U/3528966054893519\">@小虎说英股</a>:大家也可以注意俄罗斯国际钢铁公司<a href=\"https://laohu8.com/S/EVR.UK\">$耶弗拉兹公司(EVR.UK)$</a>EVRAZ。该公司在伦交所挂牌但它在莫斯科交易所没有挂牌。目前EVR在美国,加拿大和欧洲都有钢铁厂、在收入中只有39%来自俄罗斯。去年公司总收入超过150亿美金并净利润为41亿美金。 本月底EVRAZ要对每股支付0.5美金的股息。除权日期是3月10日。这次股息大约组成公司股价的76%[吃瓜] 公司还没有收到任何经济制裁或交易限制[吃瓜] 小心 <a href=\"https://laohu8.com/S/X\">$美国钢铁(X)$</a><a href=\"https://laohu8.com/S/XOM\">$埃克森美孚(XOM)$</a><a href=\"https://laohu8.com/S/CVX\">$雪佛龙(CVX)$</a><a href=\"https://laohu8.com/S/00486\">$俄铝(00486)$</a>","text":"666//@小虎说英股:大家也可以注意俄罗斯国际钢铁公司$耶弗拉兹公司(EVR.UK)$EVRAZ。该公司在伦交所挂牌但它在莫斯科交易所没有挂牌。目前EVR在美国,加拿大和欧洲都有钢铁厂、在收入中只有39%来自俄罗斯。去年公司总收入超过150亿美金并净利润为41亿美金。 本月底EVRAZ要对每股支付0.5美金的股息。除权日期是3月10日。这次股息大约组成公司股价的76%[吃瓜] 公司还没有收到任何经济制裁或交易限制[吃瓜] 小心 $美国钢铁(X)$$埃克森美孚(XOM)$$雪佛龙(CVX)$$俄铝(00486)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/632658187","repostId":"632130534","repostType":1,"repost":{"id":632130534,"gmtCreate":1646286225006,"gmtModify":1744960794189,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"21347731130544","idStr":"21347731130544"},"themes":[],"title":"抄底俄铝,富贵险中求?","htmlText":"2月28日,我发了一篇俄铝的分析文章--《<a href=\"https://www.laohu8.com/post/636435110\" target=\"_blank\">抄底俄罗斯?这支标的最纯正!</a>》,此文偏向于基本面分析。当时,俄铝从最高点仅回落39%,跌幅远小于俄罗斯股指和其他海外上市的俄罗斯股票。随着俄乌战局的恶化和谈判了无进展,欧美开始加码制裁。一开始是常规手段,驱逐外交官,禁止贸易往来,即使后来升级到互关领空,也都在预期之内。但随后,制裁升级,俄罗斯在海外上市的股票或相关ETF遭到交易限制,其中,俄罗斯联邦储蓄银行Sberbank在伦敦跌幅达90%,年初以来跌幅高达99%,股价跌至1美分,几乎清零!在美股的俄罗斯etf也遭到机构抛弃,富时罗素昨日发布声明称,由于客户无法在市场上交易俄股,将从所有富时罗素股票指数中剔除俄罗斯企业股票,自3月7日开盘起生效。俄罗斯全球存托凭证(GDR)将以3月4日(周五)的正式收盘价被删除。联想到苹果和谷歌关闭在俄罗斯相关的功能,如支付,甚至动物协会都在禁止与俄罗斯相关的交易,目前欧美对俄罗斯的制裁已经是无所不及。这种情况,恐怕是抄底的散户未曾想到的。如韩国投资者在俄乌开战之后,蜂拥抄底韩国唯一一只聚焦俄罗斯股票的ETF—— Kindex MSCI Russia ETF,目前基本被埋:虽然有暂停交易的风险,但俄铝今日在港股仍然大涨了15%,至此,俄乌开战,俄铝下跌幅度达到55%。虽然腰斩,但相比其他俄罗斯股票已经是善待了,这可能跟俄铝在港股上市有关。毕竟欧美的制裁,尚且不会影响到港交所跟进。港股作为全球金融中心,外资占比较大,不排除有欧美机构从俄铝上撤离,但显然不会出现俄罗斯联邦储蓄银行Sberbank在伦敦近乎清零的局面。俄铝此次危机中跌幅十分克制,也与公司主业有关,目前俄铝是除中国以外,最大的铝生产商,来自欧洲的收入占俄铝","listText":"2月28日,我发了一篇俄铝的分析文章--《<a href=\"https://www.laohu8.com/post/636435110\" target=\"_blank\">抄底俄罗斯?这支标的最纯正!</a>》,此文偏向于基本面分析。当时,俄铝从最高点仅回落39%,跌幅远小于俄罗斯股指和其他海外上市的俄罗斯股票。随着俄乌战局的恶化和谈判了无进展,欧美开始加码制裁。一开始是常规手段,驱逐外交官,禁止贸易往来,即使后来升级到互关领空,也都在预期之内。但随后,制裁升级,俄罗斯在海外上市的股票或相关ETF遭到交易限制,其中,俄罗斯联邦储蓄银行Sberbank在伦敦跌幅达90%,年初以来跌幅高达99%,股价跌至1美分,几乎清零!在美股的俄罗斯etf也遭到机构抛弃,富时罗素昨日发布声明称,由于客户无法在市场上交易俄股,将从所有富时罗素股票指数中剔除俄罗斯企业股票,自3月7日开盘起生效。俄罗斯全球存托凭证(GDR)将以3月4日(周五)的正式收盘价被删除。联想到苹果和谷歌关闭在俄罗斯相关的功能,如支付,甚至动物协会都在禁止与俄罗斯相关的交易,目前欧美对俄罗斯的制裁已经是无所不及。这种情况,恐怕是抄底的散户未曾想到的。如韩国投资者在俄乌开战之后,蜂拥抄底韩国唯一一只聚焦俄罗斯股票的ETF—— Kindex MSCI Russia ETF,目前基本被埋:虽然有暂停交易的风险,但俄铝今日在港股仍然大涨了15%,至此,俄乌开战,俄铝下跌幅度达到55%。虽然腰斩,但相比其他俄罗斯股票已经是善待了,这可能跟俄铝在港股上市有关。毕竟欧美的制裁,尚且不会影响到港交所跟进。港股作为全球金融中心,外资占比较大,不排除有欧美机构从俄铝上撤离,但显然不会出现俄罗斯联邦储蓄银行Sberbank在伦敦近乎清零的局面。俄铝此次危机中跌幅十分克制,也与公司主业有关,目前俄铝是除中国以外,最大的铝生产商,来自欧洲的收入占俄铝","text":"2月28日,我发了一篇俄铝的分析文章--《抄底俄罗斯?这支标的最纯正!》,此文偏向于基本面分析。当时,俄铝从最高点仅回落39%,跌幅远小于俄罗斯股指和其他海外上市的俄罗斯股票。随着俄乌战局的恶化和谈判了无进展,欧美开始加码制裁。一开始是常规手段,驱逐外交官,禁止贸易往来,即使后来升级到互关领空,也都在预期之内。但随后,制裁升级,俄罗斯在海外上市的股票或相关ETF遭到交易限制,其中,俄罗斯联邦储蓄银行Sberbank在伦敦跌幅达90%,年初以来跌幅高达99%,股价跌至1美分,几乎清零!在美股的俄罗斯etf也遭到机构抛弃,富时罗素昨日发布声明称,由于客户无法在市场上交易俄股,将从所有富时罗素股票指数中剔除俄罗斯企业股票,自3月7日开盘起生效。俄罗斯全球存托凭证(GDR)将以3月4日(周五)的正式收盘价被删除。联想到苹果和谷歌关闭在俄罗斯相关的功能,如支付,甚至动物协会都在禁止与俄罗斯相关的交易,目前欧美对俄罗斯的制裁已经是无所不及。这种情况,恐怕是抄底的散户未曾想到的。如韩国投资者在俄乌开战之后,蜂拥抄底韩国唯一一只聚焦俄罗斯股票的ETF—— Kindex MSCI Russia ETF,目前基本被埋:虽然有暂停交易的风险,但俄铝今日在港股仍然大涨了15%,至此,俄乌开战,俄铝下跌幅度达到55%。虽然腰斩,但相比其他俄罗斯股票已经是善待了,这可能跟俄铝在港股上市有关。毕竟欧美的制裁,尚且不会影响到港交所跟进。港股作为全球金融中心,外资占比较大,不排除有欧美机构从俄铝上撤离,但显然不会出现俄罗斯联邦储蓄银行Sberbank在伦敦近乎清零的局面。俄铝此次危机中跌幅十分克制,也与公司主业有关,目前俄铝是除中国以外,最大的铝生产商,来自欧洲的收入占俄铝","images":[{"img":"https://static.tigerbbs.com/61da7f1c6031c1d56aabfb98a7d4d9d2","width":"632","height":"337"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632130534","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":6848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546362203137384,"gmtCreate":1774398588620,"gmtModify":1774398590648,"author":{"id":"3575112980638286","authorId":"3575112980638286","name":"kikijoblor","avatar":"https://static.tigerbbs.com/f5e0c90c5476db763ae92614727b750d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575112980638286","idStr":"3575112980638286"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546362203137384","repostId":"1148813137","repostType":2,"repost":{"id":"1148813137","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":1774393269,"share":"https://www.laohu8.com/m/news/1148813137?lang=zh_CN&edition=full","pubTime":"2026-03-25 07:01","market":"fut","language":"zh","title":"昨夜今晨|美股收跌,Circle重挫20%,AAOI飙涨近19%;Arm盘后涨超8%;SpaceX计划最早于本周提交IPO申请筹集超过750亿美元资金","url":"https://stock-news.laohu8.com/highlight/detail?id=1148813137","media":"老虎资讯综合","summary":"02 其他市场3月25日十年美债收益率下降0.55%,最新收益率为4.37%。3月25日美元指数下降0.02%,报99.19。03 国际宏观土耳其央行拟以黄金换汇干预汇市,护卫里拉汇率。欧盟汽车数据回暖,电动车渗透率快速提升。美国与伊朗被曝通过中间方进行接触,探讨可持续停火方案。公司汽车及AI创新业务全年收入同比激增223.8%,多元化战略带动整体业绩超预期。三井住友金融筹划收购杰富瑞,已组建专项团队评估估值。","content":"<html><head></head><body><p><strong>摘要:</strong></p><ul style=\"\"><li><p>美股收盘:中东增兵与谈判信号交错,三大指数收跌;软件股再溃败,<a href=\"https://laohu8.com/S/CRM\">赛富时</a>跌超6%;光通信牛股AAOI飙涨近19%</p></li><li><p>美国拟议法案或限制稳定币“生息”,<a href=\"https://laohu8.com/S/CRCL\">Circle</a>重挫20%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>跌近10%</p></li><li><p>Arm亲自下场造芯,首款CPU直指AI数据中心,料年收入150亿!盘后股价涨超8%</p></li><li><p>SpaceX计划最早于本周提交IPO申请筹集超过750亿美元资金</p></li><li><p>SK海力士申请今年在美国挂牌交易ADR</p></li><li><p>OpenAI计划关停Sora视频平台,非营利部门希望2026年开支10亿美元</p></li><li><p>特朗普称美伊谈判“可能已相当接近达成协议”,报道称美国有意停火一个月、提15条和谈方案</p></li><li><p>今日关注:<a href=\"https://laohu8.com/S/01024\">快手</a>、<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/ONDS\">Ondas</a>将公布财报</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/269fb6e95d5bd9aa8798598e0814e695\" title=\"\" tg-width=\"2160\" tg-height=\"3840\"/></p><h2 id=\"id_1508745781\">01 股市</h2><p>在互相矛盾的中东消息影响下,美股三大指数重拾跌势。截至收盘,标普500指数跌0.37%,报6556.37点;纳斯达克综合指数跌0.84%,报21761.89点;道琼斯工业平均指数跌0.18%,报46124.06点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a21a4d88c9c390508e6126c517a7c54e\" title=\"\" tg-width=\"915\" tg-height=\"146\"/></p><p><strong>美股盘中</strong>,据报道美国计划向中东增兵3000人的消息令市场情绪急剧恶化,WTI原油一度突破每桶93美元,美股随之跳水。</p><p style=\"text-align: justify;\"><strong>盘后</strong>据央视新闻,特朗普称美伊谈判“可能已相当接近达成协议”、伊朗同意永不拥有核武,报道称美国有意停火一个月、提15条和谈方案。这反映出特朗普政府正急于寻找结束冲突的出路,以应对其带来的经济影响。消息推动WTI原油在盘后1小时内急挫逾6%,日内涨幅几乎全数抹平。</p><p>热门股表现:<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌0.25%、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨0.06%、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>-A跌3.85%、<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌2.68%、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌1.38%、<a href=\"https://laohu8.com/S/TSM\">台积电</a>涨1.42%、<a href=\"https://laohu8.com/S/AVGO\">博通</a>跌1.31%、<a href=\"https://laohu8.com/S/META\">Meta</a>跌1.84%、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨0.57%。</p><p style=\"text-align: justify;\">光通信牛股<a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a>涨18.94%,公司披露收到超大规模数据中心客户的5300万美元800G单模数据中心收发器订单。Lumentum涨10.02%、Coherent涨6.78%、<a href=\"https://laohu8.com/S/GLW\">康宁</a>涨8.43%。</p><p>亚马逊新工具引发连锁反应,美股软件股再溃败!赛富时跌超6%、<a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>跌5.68%、<a href=\"https://laohu8.com/S/SAP\">SAP</a>跌超4%。</p><p style=\"text-align: justify;\">中概股涨跌不一,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌0.46%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌3.38%,<a href=\"https://laohu8.com/S/NTES\">网易</a>跌1.09%,<a href=\"https://laohu8.com/S/JD\">京东</a>跌0.25%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌1.75%,<a href=\"https://laohu8.com/S/TCOM\">携程</a>跌0.27%,拼多多涨1.91%、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨3.62%、<a href=\"https://laohu8.com/S/JKS\">晶科能源</a>涨6.73%。</p><h2 id=\"id_1294998459\">02 其他市场</h2><p>美国10年期国债收益率涨1.79个基点,报4.3359%。两年期美债收益率涨3.68个基点,报3.8887%。</p><p style=\"text-align: justify;\">商品:现货黄金涨1.15%,报4459.60美元/盎司。现货白银涨2.65%,刷新日高至71.0768美元/盎司。WTI 5月原油期货收涨4.79%,报92.35美元/桶。布伦特5月原油期货收涨4.55%,报104.49美元/桶。</p><h2 id=\"id_1446291589\">03 国际宏观</h2><p><strong>特朗普称美伊谈判“可能已相当接近达成协议”,报道称美国有意停火一个月、提15条和谈方案</strong></p><p>当地时间周二,美国总统特朗普称,伊朗方面“希望达成协议”,“开始理性沟通”;美国正与伊方谈判、与“正确的人”沟通;伊方同意不发展核武,包括不会进行铀浓缩活动;美对伊行动已“取得胜利”,希望外交方式结束军事行动。</p><p style=\"text-align: justify;\">报道称,美国正与多个斡旋方讨论最快于本周举行对伊朗的高层和平会谈,但仍在等待德黑兰方面回应。据了解,美国已向伊朗提出一份包含15项内容的停战方案,并称伊方已在部分关键条款上作出让步,但目前尚无确凿证据显示协议已达成。</p><p><strong>美国3月综合PMI意外降至51.4,制造业扩张提速,服务业增长放缓</strong></p><p>美国3月<a href=\"https://laohu8.com/S/SPGI\">标普全球</a>综合PMI初值降至51.4,创11个月新低,制造业与服务业走势分化:制造业PMI升至52.4,服务业PMI降至51.1。投入成本涨幅为十个月最大,销售价格创2022年8月以来新高,就业出现一年多来首次下滑。标普全球经济学家表示,数据预示GDP年化增速仅1.0%,通胀或回升至4%左右,美国面临滞胀风险。</p><p><strong>美联储理事巴尔:利率或需在一段时间内保持稳定</strong></p><p>美联储理事巴尔表示,为应对显著高于美联储2%目标的通胀,政策制定者可能需要在一段时间内保持利率稳定。“尽管我希望随着关税对价格的影响在今年晚些时候减弱,通胀会下降,但在考虑进一步降息之前,我希望看到商品和服务价格通胀持续回落的证据,前提是劳动力市场状况保持稳定。”巴尔表示,他支持美联储上周维持基准政策利率不变的决定。他指出,中东局势带来了“额外风险”。油价上涨往往会迅速传导至汽油价格,这对中低收入家庭可能尤为不利。</p><p><strong>民调显示特朗普支持率创重返白宫后新低</strong></p><p style=\"text-align: justify;\">随着中东战争引发美国人的生活成本飙升,周二公布的最新民调显示,美国总统特朗普的支持率从上周的40%降至36%,创重返白宫后的最低水平。</p><p style=\"text-align: justify;\"><strong>NASA押注月球基地、核动力飞船</strong></p><p style=\"text-align: justify;\">美国国家航空航天局(NASA)新任局长贾里德·艾萨克曼当地时间周二表示,NASA将取消在月球轨道部署空间站的计划,转而在未来七年内利用相关组件,在月球表面建设一座耗资200亿美元的基地。</p><p style=\"text-align: justify;\">NASA也将同步推进核动力推进系统等前沿技术,计划在2028年前发射核动力深空飞行器,为未来火星任务铺路。</p><h2 id=\"id_1774046949\">04 公司新闻</h2><p><strong>SpaceX计划最早于本周提交IPO申请筹集超过750亿美元资金</strong></p><p>据一名知情人士透露,SpaceX计划于本周晚些时候或下周向监管机构提交首次公开发行招股说明书。此次秘密提交将正式敲定埃隆・马斯克旗下这家火箭与通信公司的IPO计划,目标是在6月挂牌上市。此次IPO将检验投资者对这桩有望成为美国史上规模最大IPO的认购热情,其体量将远超以往。该人士称,参与筹备工作的顾问预计,公司在IPO中或拟募资超750亿美元,高于此前报道的500亿美元预估。公司最新估值为1.25万亿美元,实际募资规模与估值将在IPO前数周最终确定。</p><p><strong>美国拟议法案或限制稳定币“生息”,Circle重挫20%,Coinbase跌近10%</strong></p><p>稳定币发行商Circle周二暴跌20.11%,创公司历史最大单日跌幅。消息面上,最新版本的美国加密法案“清晰法案”(Clarity Act)可能禁止稳定币发行商仅因客户持有稳定币就向其支付类似于“利息”的收益,而这正是此类资产获客的关键方式。USDC主要分发平台的Coinbase也因此下跌近10%。</p><p style=\"text-align: justify;\">另据报道,Circle的竞争对手Tether宣布已聘请一家未具名的四大会计师事务所,首次对其USDT储备进行审计。</p><p><strong>SK海力士申请今年在美国挂牌交易ADR</strong></p><p>SK海力士为美国上市股票向证券交易委员会(SEC)递交F-1申请表。该公司在监管文件中称,尚未决定美国挂牌交易股票的细节。</p><p><strong>Arm亲自下场造芯,首款CPU直指AI数据中心,料年收入150亿!盘后股价涨超8%</strong></p><p>芯片设计巨头Arm开始下场做选手,正式发布首款自研CPU,意味着其商业模式发生根本转向:从授权收费走向直接参与万亿美元AI算力市场分成。</p><p>美东时间24日周二,Arm宣布推出名为“<a href=\"https://laohu8.com/S/AGBK\">AGI</a> CPU”的首款自研处理器,并确认Meta为首批客户之一。该产品由台积电代工生产,面向AI数据中心,最高可达136核,功耗约300瓦,旨在提升算力密度与能效表现。</p><p>Arm预计,新芯片业务将在五年内创造约150亿美元的年度营收,超越现有业务的销售额,推动公司的年度总销售额届时达到约250亿美元,为当前水平的五倍。届时,Arm的每股收益(EPS)将达到9美元。而分析师此前预计,Arm本财年的剔除部分特定项目调整后EPS只有1.75美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82f85fe6a5cec1b87b60bd12edb84328\" title=\"\" tg-width=\"462\" tg-height=\"162\"/></p><p><strong>OpenAI计划关停Sora视频平台,非营利部门希望2026年开支10亿美元</strong></p><p style=\"text-align: justify;\">OpenAI旗下视频生成应用Sora周二宣布将停止服务。同时据多家媒体披露,在周二的一封内部信中,奥尔特曼表示Sora的API也会一同关闭,以释放算力资源全力推进下一代旗舰模型“Spud”,公司也搁置了在ChatGPT中推出视频功能的计划。</p><p>这一举措是OpenAI在潜在最早于今年第四季度进行IPO前,重新聚焦商业与编程功能的一系列调整之一。OpenAI计划今年通过其非营利部门投资10亿美元用于各类与人工智能相关的项目,该部门还进行了多项关键人事任命。同日,报道称,OpenAI完成了新款AI模型的初步开发,Altman不再直接监督该公司的安全团队,将侧重于融资和供应链,打造数据中心。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/809d29ce9d7459c739ad3f85aecf1d3e\" title=\"\" tg-width=\"753\" tg-height=\"350\"/></p><p><strong>微软租下<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>与OpenAI放弃的德克萨斯数据中心,与英伟达就核能展开AI合作</strong></p><p>微软悄然接盘甲骨文与OpenAI谈判破裂的德克萨斯700兆瓦数据中心项目,豪掷约500亿美元押注AI基础设施扩张;与此同时,微软携手英伟达推出"AI for nuclear"计划,借助AI将核电许可审批周期压缩92%。一场争夺算力与能源的双线战役,微软已全面提速。</p><p style=\"text-align: justify;\"><strong>Meta任命新负责人推动人工智能转型</strong></p><p style=\"text-align: justify;\">据一份内部备忘录显示,Meta首席技术官安德鲁·博斯沃思将接手公司“AI For Work”计划,推动人工智能在全公司普及。公司目前专注于在其7.8万名员工中推动 AI 的普及,以加快工作节奏、消除组织结构层级,并改变员工的日常工作。</p><p style=\"text-align: justify;\"><strong>亚马逊进军人形<a href=\"https://laohu8.com/S/300024\">机器人</a>赛道</strong></p><p style=\"text-align: justify;\">亚马逊周二确认,公司已经收购人形机器人初创公司Fauna Robotics,财务条款不详。该公司创立于2024年,并在今年初推出售价5万美元的人形机器人Sprout。</p><h2 id=\"id_2599207250\">05 今日关注</h2><p>经济数据:美国至3月20日当周EIA原油库存 22:30 公布。</p><p>财经事件:2026<a href=\"https://laohu8.com/S/000931\">中关村</a>论坛年会将在北京开幕,主题为“科技创新和产业创新深度融合”;SEMICON China 2026也将于在上海举行。前者更偏政策、前沿科技与产业落地,后者则是半导体设计、制造、封测、设备和材料链条的重要行业风向标。</p><p>业绩:<a href=\"https://laohu8.com/S/01024\">快手-W</a>、<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>、<a href=\"https://laohu8.com/S/03888\">金山软件 </a>等港股将公布财报。此外,美股 <a href=\"https://laohu8.com/S/PDD\">拼多多 </a> 、<a href=\"https://laohu8.com/S/ONDS.US\">Ondas </a>(盘前)将公布财报。</p><p><strong>资料来源</strong> :华尔街见闻、老虎资讯综合、公开市场数据</p><p><strong>免责声明</strong> :本内容仅供参考,不构成任何投资建议。</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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|美股收跌,Circle重挫20%,AAOI飙涨近19%;Arm盘后涨超8%;SpaceX计划最早于本周提交IPO申请筹集超过750亿美元资金\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\">2026-03-25 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>摘要:</strong></p><ul style=\"\"><li><p>美股收盘:中东增兵与谈判信号交错,三大指数收跌;软件股再溃败,<a href=\"https://laohu8.com/S/CRM\">赛富时</a>跌超6%;光通信牛股AAOI飙涨近19%</p></li><li><p>美国拟议法案或限制稳定币“生息”,<a href=\"https://laohu8.com/S/CRCL\">Circle</a>重挫20%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>跌近10%</p></li><li><p>Arm亲自下场造芯,首款CPU直指AI数据中心,料年收入150亿!盘后股价涨超8%</p></li><li><p>SpaceX计划最早于本周提交IPO申请筹集超过750亿美元资金</p></li><li><p>SK海力士申请今年在美国挂牌交易ADR</p></li><li><p>OpenAI计划关停Sora视频平台,非营利部门希望2026年开支10亿美元</p></li><li><p>特朗普称美伊谈判“可能已相当接近达成协议”,报道称美国有意停火一个月、提15条和谈方案</p></li><li><p>今日关注:<a href=\"https://laohu8.com/S/01024\">快手</a>、<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/ONDS\">Ondas</a>将公布财报</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/269fb6e95d5bd9aa8798598e0814e695\" title=\"\" tg-width=\"2160\" tg-height=\"3840\"/></p><h2 id=\"id_1508745781\">01 股市</h2><p>在互相矛盾的中东消息影响下,美股三大指数重拾跌势。截至收盘,标普500指数跌0.37%,报6556.37点;纳斯达克综合指数跌0.84%,报21761.89点;道琼斯工业平均指数跌0.18%,报46124.06点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a21a4d88c9c390508e6126c517a7c54e\" title=\"\" tg-width=\"915\" tg-height=\"146\"/></p><p><strong>美股盘中</strong>,据报道美国计划向中东增兵3000人的消息令市场情绪急剧恶化,WTI原油一度突破每桶93美元,美股随之跳水。</p><p style=\"text-align: justify;\"><strong>盘后</strong>据央视新闻,特朗普称美伊谈判“可能已相当接近达成协议”、伊朗同意永不拥有核武,报道称美国有意停火一个月、提15条和谈方案。这反映出特朗普政府正急于寻找结束冲突的出路,以应对其带来的经济影响。消息推动WTI原油在盘后1小时内急挫逾6%,日内涨幅几乎全数抹平。</p><p>热门股表现:<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌0.25%、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨0.06%、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>-A跌3.85%、<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌2.68%、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌1.38%、<a href=\"https://laohu8.com/S/TSM\">台积电</a>涨1.42%、<a href=\"https://laohu8.com/S/AVGO\">博通</a>跌1.31%、<a href=\"https://laohu8.com/S/META\">Meta</a>跌1.84%、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨0.57%。</p><p style=\"text-align: justify;\">光通信牛股<a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a>涨18.94%,公司披露收到超大规模数据中心客户的5300万美元800G单模数据中心收发器订单。Lumentum涨10.02%、Coherent涨6.78%、<a href=\"https://laohu8.com/S/GLW\">康宁</a>涨8.43%。</p><p>亚马逊新工具引发连锁反应,美股软件股再溃败!赛富时跌超6%、<a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>跌5.68%、<a href=\"https://laohu8.com/S/SAP\">SAP</a>跌超4%。</p><p style=\"text-align: justify;\">中概股涨跌不一,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌0.46%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌3.38%,<a href=\"https://laohu8.com/S/NTES\">网易</a>跌1.09%,<a href=\"https://laohu8.com/S/JD\">京东</a>跌0.25%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌1.75%,<a href=\"https://laohu8.com/S/TCOM\">携程</a>跌0.27%,拼多多涨1.91%、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨3.62%、<a href=\"https://laohu8.com/S/JKS\">晶科能源</a>涨6.73%。</p><h2 id=\"id_1294998459\">02 其他市场</h2><p>美国10年期国债收益率涨1.79个基点,报4.3359%。两年期美债收益率涨3.68个基点,报3.8887%。</p><p style=\"text-align: justify;\">商品:现货黄金涨1.15%,报4459.60美元/盎司。现货白银涨2.65%,刷新日高至71.0768美元/盎司。WTI 5月原油期货收涨4.79%,报92.35美元/桶。布伦特5月原油期货收涨4.55%,报104.49美元/桶。</p><h2 id=\"id_1446291589\">03 国际宏观</h2><p><strong>特朗普称美伊谈判“可能已相当接近达成协议”,报道称美国有意停火一个月、提15条和谈方案</strong></p><p>当地时间周二,美国总统特朗普称,伊朗方面“希望达成协议”,“开始理性沟通”;美国正与伊方谈判、与“正确的人”沟通;伊方同意不发展核武,包括不会进行铀浓缩活动;美对伊行动已“取得胜利”,希望外交方式结束军事行动。</p><p style=\"text-align: justify;\">报道称,美国正与多个斡旋方讨论最快于本周举行对伊朗的高层和平会谈,但仍在等待德黑兰方面回应。据了解,美国已向伊朗提出一份包含15项内容的停战方案,并称伊方已在部分关键条款上作出让步,但目前尚无确凿证据显示协议已达成。</p><p><strong>美国3月综合PMI意外降至51.4,制造业扩张提速,服务业增长放缓</strong></p><p>美国3月<a href=\"https://laohu8.com/S/SPGI\">标普全球</a>综合PMI初值降至51.4,创11个月新低,制造业与服务业走势分化:制造业PMI升至52.4,服务业PMI降至51.1。投入成本涨幅为十个月最大,销售价格创2022年8月以来新高,就业出现一年多来首次下滑。标普全球经济学家表示,数据预示GDP年化增速仅1.0%,通胀或回升至4%左右,美国面临滞胀风险。</p><p><strong>美联储理事巴尔:利率或需在一段时间内保持稳定</strong></p><p>美联储理事巴尔表示,为应对显著高于美联储2%目标的通胀,政策制定者可能需要在一段时间内保持利率稳定。“尽管我希望随着关税对价格的影响在今年晚些时候减弱,通胀会下降,但在考虑进一步降息之前,我希望看到商品和服务价格通胀持续回落的证据,前提是劳动力市场状况保持稳定。”巴尔表示,他支持美联储上周维持基准政策利率不变的决定。他指出,中东局势带来了“额外风险”。油价上涨往往会迅速传导至汽油价格,这对中低收入家庭可能尤为不利。</p><p><strong>民调显示特朗普支持率创重返白宫后新低</strong></p><p style=\"text-align: justify;\">随着中东战争引发美国人的生活成本飙升,周二公布的最新民调显示,美国总统特朗普的支持率从上周的40%降至36%,创重返白宫后的最低水平。</p><p style=\"text-align: justify;\"><strong>NASA押注月球基地、核动力飞船</strong></p><p style=\"text-align: justify;\">美国国家航空航天局(NASA)新任局长贾里德·艾萨克曼当地时间周二表示,NASA将取消在月球轨道部署空间站的计划,转而在未来七年内利用相关组件,在月球表面建设一座耗资200亿美元的基地。</p><p style=\"text-align: justify;\">NASA也将同步推进核动力推进系统等前沿技术,计划在2028年前发射核动力深空飞行器,为未来火星任务铺路。</p><h2 id=\"id_1774046949\">04 公司新闻</h2><p><strong>SpaceX计划最早于本周提交IPO申请筹集超过750亿美元资金</strong></p><p>据一名知情人士透露,SpaceX计划于本周晚些时候或下周向监管机构提交首次公开发行招股说明书。此次秘密提交将正式敲定埃隆・马斯克旗下这家火箭与通信公司的IPO计划,目标是在6月挂牌上市。此次IPO将检验投资者对这桩有望成为美国史上规模最大IPO的认购热情,其体量将远超以往。该人士称,参与筹备工作的顾问预计,公司在IPO中或拟募资超750亿美元,高于此前报道的500亿美元预估。公司最新估值为1.25万亿美元,实际募资规模与估值将在IPO前数周最终确定。</p><p><strong>美国拟议法案或限制稳定币“生息”,Circle重挫20%,Coinbase跌近10%</strong></p><p>稳定币发行商Circle周二暴跌20.11%,创公司历史最大单日跌幅。消息面上,最新版本的美国加密法案“清晰法案”(Clarity Act)可能禁止稳定币发行商仅因客户持有稳定币就向其支付类似于“利息”的收益,而这正是此类资产获客的关键方式。USDC主要分发平台的Coinbase也因此下跌近10%。</p><p style=\"text-align: justify;\">另据报道,Circle的竞争对手Tether宣布已聘请一家未具名的四大会计师事务所,首次对其USDT储备进行审计。</p><p><strong>SK海力士申请今年在美国挂牌交易ADR</strong></p><p>SK海力士为美国上市股票向证券交易委员会(SEC)递交F-1申请表。该公司在监管文件中称,尚未决定美国挂牌交易股票的细节。</p><p><strong>Arm亲自下场造芯,首款CPU直指AI数据中心,料年收入150亿!盘后股价涨超8%</strong></p><p>芯片设计巨头Arm开始下场做选手,正式发布首款自研CPU,意味着其商业模式发生根本转向:从授权收费走向直接参与万亿美元AI算力市场分成。</p><p>美东时间24日周二,Arm宣布推出名为“<a href=\"https://laohu8.com/S/AGBK\">AGI</a> CPU”的首款自研处理器,并确认Meta为首批客户之一。该产品由台积电代工生产,面向AI数据中心,最高可达136核,功耗约300瓦,旨在提升算力密度与能效表现。</p><p>Arm预计,新芯片业务将在五年内创造约150亿美元的年度营收,超越现有业务的销售额,推动公司的年度总销售额届时达到约250亿美元,为当前水平的五倍。届时,Arm的每股收益(EPS)将达到9美元。而分析师此前预计,Arm本财年的剔除部分特定项目调整后EPS只有1.75美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82f85fe6a5cec1b87b60bd12edb84328\" title=\"\" tg-width=\"462\" tg-height=\"162\"/></p><p><strong>OpenAI计划关停Sora视频平台,非营利部门希望2026年开支10亿美元</strong></p><p style=\"text-align: justify;\">OpenAI旗下视频生成应用Sora周二宣布将停止服务。同时据多家媒体披露,在周二的一封内部信中,奥尔特曼表示Sora的API也会一同关闭,以释放算力资源全力推进下一代旗舰模型“Spud”,公司也搁置了在ChatGPT中推出视频功能的计划。</p><p>这一举措是OpenAI在潜在最早于今年第四季度进行IPO前,重新聚焦商业与编程功能的一系列调整之一。OpenAI计划今年通过其非营利部门投资10亿美元用于各类与人工智能相关的项目,该部门还进行了多项关键人事任命。同日,报道称,OpenAI完成了新款AI模型的初步开发,Altman不再直接监督该公司的安全团队,将侧重于融资和供应链,打造数据中心。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/809d29ce9d7459c739ad3f85aecf1d3e\" title=\"\" tg-width=\"753\" tg-height=\"350\"/></p><p><strong>微软租下<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>与OpenAI放弃的德克萨斯数据中心,与英伟达就核能展开AI合作</strong></p><p>微软悄然接盘甲骨文与OpenAI谈判破裂的德克萨斯700兆瓦数据中心项目,豪掷约500亿美元押注AI基础设施扩张;与此同时,微软携手英伟达推出"AI for nuclear"计划,借助AI将核电许可审批周期压缩92%。一场争夺算力与能源的双线战役,微软已全面提速。</p><p style=\"text-align: justify;\"><strong>Meta任命新负责人推动人工智能转型</strong></p><p style=\"text-align: justify;\">据一份内部备忘录显示,Meta首席技术官安德鲁·博斯沃思将接手公司“AI For Work”计划,推动人工智能在全公司普及。公司目前专注于在其7.8万名员工中推动 AI 的普及,以加快工作节奏、消除组织结构层级,并改变员工的日常工作。</p><p style=\"text-align: justify;\"><strong>亚马逊进军人形<a href=\"https://laohu8.com/S/300024\">机器人</a>赛道</strong></p><p style=\"text-align: justify;\">亚马逊周二确认,公司已经收购人形机器人初创公司Fauna Robotics,财务条款不详。该公司创立于2024年,并在今年初推出售价5万美元的人形机器人Sprout。</p><h2 id=\"id_2599207250\">05 今日关注</h2><p>经济数据:美国至3月20日当周EIA原油库存 22:30 公布。</p><p>财经事件:2026<a href=\"https://laohu8.com/S/000931\">中关村</a>论坛年会将在北京开幕,主题为“科技创新和产业创新深度融合”;SEMICON China 2026也将于在上海举行。前者更偏政策、前沿科技与产业落地,后者则是半导体设计、制造、封测、设备和材料链条的重要行业风向标。</p><p>业绩:<a href=\"https://laohu8.com/S/01024\">快手-W</a>、<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>、<a href=\"https://laohu8.com/S/03888\">金山软件 </a>等港股将公布财报。此外,美股 <a href=\"https://laohu8.com/S/PDD\">拼多多 </a> 、<a href=\"https://laohu8.com/S/ONDS.US\">Ondas </a>(盘前)将公布财报。</p><p><strong>资料来源</strong> :华尔街见闻、老虎资讯综合、公开市场数据</p><p><strong>免责声明</strong> :本内容仅供参考,不构成任何投资建议。</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS \"A2\" (USD) INC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0117841782.USD":"JPM 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股市在互相矛盾的中东消息影响下,美股三大指数重拾跌势。截至收盘,标普500指数跌0.37%,报6556.37点;纳斯达克综合指数跌0.84%,报21761.89点;道琼斯工业平均指数跌0.18%,报46124.06点。美股盘中,据报道美国计划向中东增兵3000人的消息令市场情绪急剧恶化,WTI原油一度突破每桶93美元,美股随之跳水。盘后据央视新闻,特朗普称美伊谈判“可能已相当接近达成协议”、伊朗同意永不拥有核武,报道称美国有意停火一个月、提15条和谈方案。这反映出特朗普政府正急于寻找结束冲突的出路,以应对其带来的经济影响。消息推动WTI原油在盘后1小时内急挫逾6%,日内涨幅几乎全数抹平。热门股表现:英伟达跌0.25%、苹果涨0.06%、谷歌-A跌3.85%、微软跌2.68%、亚马逊跌1.38%、台积电涨1.42%、博通跌1.31%、Meta跌1.84%、特斯拉涨0.57%。光通信牛股Applied Optoelectronics涨18.94%,公司披露收到超大规模数据中心客户的5300万美元800G单模数据中心收发器订单。Lumentum涨10.02%、Coherent涨6.78%、康宁涨8.43%。亚马逊新工具引发连锁反应,美股软件股再溃败!赛富时跌超6%、ServiceNow跌5.68%、SAP跌超4%。中概股涨跌不一,阿里巴巴跌0.46%,哔哩哔哩跌3.38%,网易跌1.09%,京东跌0.25%,百度跌1.75%,携程跌0.27%,拼多多涨1.91%、理想汽车涨3.62%、晶科能源涨6.73%。02 其他市场美国10年期国债收益率涨1.79个基点,报4.3359%。两年期美债收益率涨3.68个基点,报3.8887%。商品:现货黄金涨1.15%,报4459.60美元/盎司。现货白银涨2.65%,刷新日高至71.0768美元/盎司。WTI 5月原油期货收涨4.79%,报92.35美元/桶。布伦特5月原油期货收涨4.55%,报104.49美元/桶。03 国际宏观特朗普称美伊谈判“可能已相当接近达成协议”,报道称美国有意停火一个月、提15条和谈方案当地时间周二,美国总统特朗普称,伊朗方面“希望达成协议”,“开始理性沟通”;美国正与伊方谈判、与“正确的人”沟通;伊方同意不发展核武,包括不会进行铀浓缩活动;美对伊行动已“取得胜利”,希望外交方式结束军事行动。报道称,美国正与多个斡旋方讨论最快于本周举行对伊朗的高层和平会谈,但仍在等待德黑兰方面回应。据了解,美国已向伊朗提出一份包含15项内容的停战方案,并称伊方已在部分关键条款上作出让步,但目前尚无确凿证据显示协议已达成。美国3月综合PMI意外降至51.4,制造业扩张提速,服务业增长放缓美国3月标普全球综合PMI初值降至51.4,创11个月新低,制造业与服务业走势分化:制造业PMI升至52.4,服务业PMI降至51.1。投入成本涨幅为十个月最大,销售价格创2022年8月以来新高,就业出现一年多来首次下滑。标普全球经济学家表示,数据预示GDP年化增速仅1.0%,通胀或回升至4%左右,美国面临滞胀风险。美联储理事巴尔:利率或需在一段时间内保持稳定美联储理事巴尔表示,为应对显著高于美联储2%目标的通胀,政策制定者可能需要在一段时间内保持利率稳定。“尽管我希望随着关税对价格的影响在今年晚些时候减弱,通胀会下降,但在考虑进一步降息之前,我希望看到商品和服务价格通胀持续回落的证据,前提是劳动力市场状况保持稳定。”巴尔表示,他支持美联储上周维持基准政策利率不变的决定。他指出,中东局势带来了“额外风险”。油价上涨往往会迅速传导至汽油价格,这对中低收入家庭可能尤为不利。民调显示特朗普支持率创重返白宫后新低随着中东战争引发美国人的生活成本飙升,周二公布的最新民调显示,美国总统特朗普的支持率从上周的40%降至36%,创重返白宫后的最低水平。NASA押注月球基地、核动力飞船美国国家航空航天局(NASA)新任局长贾里德·艾萨克曼当地时间周二表示,NASA将取消在月球轨道部署空间站的计划,转而在未来七年内利用相关组件,在月球表面建设一座耗资200亿美元的基地。NASA也将同步推进核动力推进系统等前沿技术,计划在2028年前发射核动力深空飞行器,为未来火星任务铺路。04 公司新闻SpaceX计划最早于本周提交IPO申请筹集超过750亿美元资金据一名知情人士透露,SpaceX计划于本周晚些时候或下周向监管机构提交首次公开发行招股说明书。此次秘密提交将正式敲定埃隆・马斯克旗下这家火箭与通信公司的IPO计划,目标是在6月挂牌上市。此次IPO将检验投资者对这桩有望成为美国史上规模最大IPO的认购热情,其体量将远超以往。该人士称,参与筹备工作的顾问预计,公司在IPO中或拟募资超750亿美元,高于此前报道的500亿美元预估。公司最新估值为1.25万亿美元,实际募资规模与估值将在IPO前数周最终确定。美国拟议法案或限制稳定币“生息”,Circle重挫20%,Coinbase跌近10%稳定币发行商Circle周二暴跌20.11%,创公司历史最大单日跌幅。消息面上,最新版本的美国加密法案“清晰法案”(Clarity Act)可能禁止稳定币发行商仅因客户持有稳定币就向其支付类似于“利息”的收益,而这正是此类资产获客的关键方式。USDC主要分发平台的Coinbase也因此下跌近10%。另据报道,Circle的竞争对手Tether宣布已聘请一家未具名的四大会计师事务所,首次对其USDT储备进行审计。SK海力士申请今年在美国挂牌交易ADRSK海力士为美国上市股票向证券交易委员会(SEC)递交F-1申请表。该公司在监管文件中称,尚未决定美国挂牌交易股票的细节。Arm亲自下场造芯,首款CPU直指AI数据中心,料年收入150亿!盘后股价涨超8%芯片设计巨头Arm开始下场做选手,正式发布首款自研CPU,意味着其商业模式发生根本转向:从授权收费走向直接参与万亿美元AI算力市场分成。美东时间24日周二,Arm宣布推出名为“AGI CPU”的首款自研处理器,并确认Meta为首批客户之一。该产品由台积电代工生产,面向AI数据中心,最高可达136核,功耗约300瓦,旨在提升算力密度与能效表现。Arm预计,新芯片业务将在五年内创造约150亿美元的年度营收,超越现有业务的销售额,推动公司的年度总销售额届时达到约250亿美元,为当前水平的五倍。届时,Arm的每股收益(EPS)将达到9美元。而分析师此前预计,Arm本财年的剔除部分特定项目调整后EPS只有1.75美元。OpenAI计划关停Sora视频平台,非营利部门希望2026年开支10亿美元OpenAI旗下视频生成应用Sora周二宣布将停止服务。同时据多家媒体披露,在周二的一封内部信中,奥尔特曼表示Sora的API也会一同关闭,以释放算力资源全力推进下一代旗舰模型“Spud”,公司也搁置了在ChatGPT中推出视频功能的计划。这一举措是OpenAI在潜在最早于今年第四季度进行IPO前,重新聚焦商业与编程功能的一系列调整之一。OpenAI计划今年通过其非营利部门投资10亿美元用于各类与人工智能相关的项目,该部门还进行了多项关键人事任命。同日,报道称,OpenAI完成了新款AI模型的初步开发,Altman不再直接监督该公司的安全团队,将侧重于融资和供应链,打造数据中心。微软租下甲骨文与OpenAI放弃的德克萨斯数据中心,与英伟达就核能展开AI合作微软悄然接盘甲骨文与OpenAI谈判破裂的德克萨斯700兆瓦数据中心项目,豪掷约500亿美元押注AI基础设施扩张;与此同时,微软携手英伟达推出\"AI for nuclear\"计划,借助AI将核电许可审批周期压缩92%。一场争夺算力与能源的双线战役,微软已全面提速。Meta任命新负责人推动人工智能转型据一份内部备忘录显示,Meta首席技术官安德鲁·博斯沃思将接手公司“AI For Work”计划,推动人工智能在全公司普及。公司目前专注于在其7.8万名员工中推动 AI 的普及,以加快工作节奏、消除组织结构层级,并改变员工的日常工作。亚马逊进军人形机器人赛道亚马逊周二确认,公司已经收购人形机器人初创公司Fauna Robotics,财务条款不详。该公司创立于2024年,并在今年初推出售价5万美元的人形机器人Sprout。05 今日关注经济数据:美国至3月20日当周EIA原油库存 22:30 公布。财经事件:2026中关村论坛年会将在北京开幕,主题为“科技创新和产业创新深度融合”;SEMICON China 2026也将于在上海举行。前者更偏政策、前沿科技与产业落地,后者则是半导体设计、制造、封测、设备和材料链条的重要行业风向标。业绩:快手-W、泡泡玛特、金山软件 等港股将公布财报。此外,美股 拼多多 、Ondas (盘前)将公布财报。资料来源 :华尔街见闻、老虎资讯综合、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":{".IXIC":2,".DJI":2,"AAOI":2,".SPX":2}},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546123529905272,"gmtCreate":1774340304985,"gmtModify":1774340306976,"author":{"id":"3575112980638286","authorId":"3575112980638286","name":"kikijoblor","avatar":"https://static.tigerbbs.com/f5e0c90c5476db763ae92614727b750d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575112980638286","idStr":"3575112980638286"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546123529905272","repostId":"1101959322","repostType":2,"repost":{"id":"1101959322","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":1774339352,"share":"https://www.laohu8.com/m/news/1101959322?lang=zh_CN&edition=full","pubTime":"2026-03-24 16:02","market":"us","language":"zh","title":"盘前异动 | 光通信概念股延续强势,Applied Optoelectronics涨超4%;存储概念股普涨,闪迪、美光科技均涨超1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1101959322","media":"老虎资讯综合","summary":"3月24日,美股光通信概念股盘前延续强势,$Applied Optoelectronics(AAOI)$涨超4%,公司获得800G数据中心收发器的新订单;$康宁(GLW)$、$Coherent(COHR)$涨超2%,$Lumentum(LITE)$、$Ciena科技(CIEN)$涨超1%。","content":"<html><head></head><body><p>3月24日,美股三大股指期货集体走高,截止发稿,道指期货涨0.14%,纳指期货涨0.25%,标普500指数期货涨0.17%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8668903997de8af0ea64f564d84482e\" title=\"\" tg-width=\"411\" tg-height=\"198\"/></p><p>美股光通信概念股盘前延续强势,<a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a>涨超4%,公司获得800G数据中心收发器的新订单;<a href=\"https://laohu8.com/S/GLW\">康宁</a>、<a href=\"https://laohu8.com/S/COHR\">Coherent</a>、<a href=\"https://laohu8.com/S/LITE\">Lumentum</a>、<a href=\"https://laohu8.com/S/CIEN\">Ciena科技</a>均涨超2%;</p><p>存储概念股普涨,<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>均涨超1%,<a href=\"https://laohu8.com/S/STX\">希捷科技</a>小幅跟涨;</p><p><a href=\"https://laohu8.com/S/NTGR\">Netgear</a>涨超15%,美国FCC禁止进口所有外国制造的消费级路由器。</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>盘前异动 | 光通信概念股延续强势,Applied Optoelectronics涨超4%;存储概念股普涨,闪迪、美光科技均涨超1%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘前异动 | 光通信概念股延续强势,Applied Optoelectronics涨超4%;存储概念股普涨,闪迪、美光科技均涨超1%\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\">2026-03-24 16:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月24日,美股三大股指期货集体走高,截止发稿,道指期货涨0.14%,纳指期货涨0.25%,标普500指数期货涨0.17%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8668903997de8af0ea64f564d84482e\" title=\"\" tg-width=\"411\" tg-height=\"198\"/></p><p>美股光通信概念股盘前延续强势,<a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a>涨超4%,公司获得800G数据中心收发器的新订单;<a href=\"https://laohu8.com/S/GLW\">康宁</a>、<a href=\"https://laohu8.com/S/COHR\">Coherent</a>、<a href=\"https://laohu8.com/S/LITE\">Lumentum</a>、<a href=\"https://laohu8.com/S/CIEN\">Ciena科技</a>均涨超2%;</p><p>存储概念股普涨,<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>均涨超1%,<a href=\"https://laohu8.com/S/STX\">希捷科技</a>小幅跟涨;</p><p><a href=\"https://laohu8.com/S/NTGR\">Netgear</a>涨超15%,美国FCC禁止进口所有外国制造的消费级路由器。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"BK4148":"电子元件","BK4512":"苹果概念","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4585":"ETF&股票定投概念","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU1548497426.USD":"安联环球人工智能AT Acc","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","BK4588":"碎股","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","COHR":"COHERENT","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","GLW":"康宁","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","AAOI":"Applied Optoelectronics Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101959322","content_text":"3月24日,美股三大股指期货集体走高,截止发稿,道指期货涨0.14%,纳指期货涨0.25%,标普500指数期货涨0.17%。美股光通信概念股盘前延续强势,Applied Optoelectronics涨超4%,公司获得800G数据中心收发器的新订单;康宁、Coherent、Lumentum、Ciena科技均涨超2%;存储概念股普涨,闪迪、美光科技、西部数据均涨超1%,希捷科技小幅跟涨;Netgear涨超15%,美国FCC禁止进口所有外国制造的消费级路由器。","news_type":1,"symbols_score_info":{"COHR":2,"GLW":2,"AAOI":1.5}},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546112421847056,"gmtCreate":1774337660420,"gmtModify":1774337662649,"author":{"id":"3575112980638286","authorId":"3575112980638286","name":"kikijoblor","avatar":"https://static.tigerbbs.com/f5e0c90c5476db763ae92614727b750d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575112980638286","idStr":"3575112980638286"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546112421847056","repostId":"2621569140","repostType":2,"repost":{"id":"2621569140","kind":"news","pubTimestamp":1774336831,"share":"https://www.laohu8.com/m/news/2621569140?lang=zh_CN&edition=full","pubTime":"2026-03-24 15:20","market":"us","language":"zh","title":"五角大楼“盖章”Palantir旗下Maven!Wedbush再唱多:增长确定性提升,股价有望上涨43%","url":"https://stock-news.laohu8.com/highlight/detail?id=2621569140","media":"智通财经","summary":"Wedbush重申对Palantir的“跑赢大盘”评级,并给予230美元目标价,这一目标价较该股周一收盘价160.84美元有近43%的上行空间。范伯格在这封3月9日致五角大楼高级领导人和美军指挥官的信中表示,嵌入Palantir的Maven智能系统将为作战人员提供“在所有领域探测、威慑和控制对手所需的最新工具”。范伯格称,将Maven指定为正式记录项目将简化军队各部门对它的采用,并提供稳定、长期的资金。这对Palantir来说是一项重大胜利。","content":"<html><head></head><body><p>3月24日,投行Wedbush指出,<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>的Maven人工智能超级系统(Maven AI)已获得美国五角大楼的“正式记录项目”认定,这进一步巩固了该公司作为美国军方关键供应商的地位。<strong>Wedbush重申对Palantir的“跑赢大盘”评级,并给予230美元目标价,这一目标价较该股周一收盘价160.84美元有近43%的上行空间。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a23a37a04b686dcd5999880985091b1\" tg-width=\"560\" tg-height=\"240\"/></p><p>据悉,美国国防部副部长史蒂夫范伯格(Steve Feinberg)在给五角大楼领导人的一封信中说,Palantir的Maven人工智能系统将成为一项正式记录项目,此举将确保Palantir的武器瞄准技术在美军中长期使用。范伯格在这封3月9日致五角大楼高级领导人和美军指挥官的信中表示,嵌入Palantir的Maven智能系统将为作战人员提供“在所有领域探测、威慑和控制对手所需的最新工具”。信中称,该决定预计将在本财年(于9月结束)结束前生效。</p><p>Maven是一个指挥控制软件平台,可以分析战场数据并识别目标。该系统可以快速分析来自卫星、无人机、雷达、传感器和情报报告的<a href=\"https://laohu8.com/S/603138\">海量数据</a>,并利用人工智能自动识别潜在威胁或目标,如敌方军用车辆、建筑和武器库。该系统已经是美军的主要人工智能操作系统。范伯格称,将Maven指定为正式记录项目将简化军队各部门对它的采用,并提供稳定、长期的资金。</p><p>这对Palantir来说是一项重大胜利。该公司已与美国政府签订了越来越多的合同,包括去年夏天宣布与美国陆军签订的价值高达100亿美元的合同。在过去的一年里,这些合同使该公司的股价翻了一番,市值达到近3600亿美元。</p><p>以丹·艾夫斯为首的Wedbush分析师在投资者报告中表示:“这距离Palantir于2025年5月赢得Maven智能系统合同仅不到一年,当时合同金额为13亿美元,旨在协助国防部进行数据融合与目标识别,鉴于当前地缘政治背景,这一能力正变得愈发关键。”</p><p>艾夫斯补充称称:“将Palantir的Maven智能系统认定为‘正式记录项目’将简化该公司与各军种的合作,同时为Palantir提供长期资金支持。未来30天内,Maven的监督职责将移交至五角大楼首席数字与人工智能办公室,后续合同将由美国陆军负责。”他还指出:“我们仍认为,Palantir将在联邦政府层面赢得更多合同。其软件价值主张完美契合美国政府在复杂地缘政治环境中的导航需求,公司通过深度参与国防部的高优先级项目与合同,有望在五角大楼获取更多IT预算份额。”</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2026-03-24 15:20 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1417932.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月24日,投行Wedbush指出,Palantir的Maven人工智能超级系统(Maven AI)已获得美国五角大楼的“正式记录项目”认定,这进一步巩固了该公司作为美国军方关键供应商的地位。Wedbush重申对Palantir的“跑赢大盘”评级,并给予230美元目标价,这一目标价较该股周一收盘价160.84美元有近43%的上行空间。据悉,美国国防部副部长史蒂夫范伯格(Steve Feinberg...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1417932.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/edfc9bef5e981ecfc7130ca064f72ce2","relate_stocks":{"PLYY":"GraniteShares YieldBOOST PLTR ETF","LU1861558580.USD":"日兴方舟颠覆性创新基金B","PLTD":"1倍做空PLTR ETF-Direxion","PLTG":"2倍做多PLTR ETF-Leverage Shares","BK4023":"应用软件","PLTI":"REX PLTR Growth & Income ETF","BK4543":"AI","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","PLTU":"2倍做多PLTR ETF-Direxion","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US 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Feinberg)在给五角大楼领导人的一封信中说,Palantir的Maven人工智能系统将成为一项正式记录项目,此举将确保Palantir的武器瞄准技术在美军中长期使用。范伯格在这封3月9日致五角大楼高级领导人和美军指挥官的信中表示,嵌入Palantir的Maven智能系统将为作战人员提供“在所有领域探测、威慑和控制对手所需的最新工具”。信中称,该决定预计将在本财年(于9月结束)结束前生效。Maven是一个指挥控制软件平台,可以分析战场数据并识别目标。该系统可以快速分析来自卫星、无人机、雷达、传感器和情报报告的海量数据,并利用人工智能自动识别潜在威胁或目标,如敌方军用车辆、建筑和武器库。该系统已经是美军的主要人工智能操作系统。范伯格称,将Maven指定为正式记录项目将简化军队各部门对它的采用,并提供稳定、长期的资金。这对Palantir来说是一项重大胜利。该公司已与美国政府签订了越来越多的合同,包括去年夏天宣布与美国陆军签订的价值高达100亿美元的合同。在过去的一年里,这些合同使该公司的股价翻了一番,市值达到近3600亿美元。以丹·艾夫斯为首的Wedbush分析师在投资者报告中表示:“这距离Palantir于2025年5月赢得Maven智能系统合同仅不到一年,当时合同金额为13亿美元,旨在协助国防部进行数据融合与目标识别,鉴于当前地缘政治背景,这一能力正变得愈发关键。”艾夫斯补充称称:“将Palantir的Maven智能系统认定为‘正式记录项目’将简化该公司与各军种的合作,同时为Palantir提供长期资金支持。未来30天内,Maven的监督职责将移交至五角大楼首席数字与人工智能办公室,后续合同将由美国陆军负责。”他还指出:“我们仍认为,Palantir将在联邦政府层面赢得更多合同。其软件价值主张完美契合美国政府在复杂地缘政治环境中的导航需求,公司通过深度参与国防部的高优先级项目与合同,有望在五角大楼获取更多IT预算份额。”","news_type":1,"symbols_score_info":{"PLTG":0.6,"PLT":0.6,"PLTW":0.6,"PLTR":1.98,"PLTA":0.6,"PLYY":0.6,"PLOO":0.6,"PLTU":0.6,"PLTI":0.6,"PLTY":0.6,"PLTZ":0.6,"PTIR":0.6,"PLTD":0.6}},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537504684242320,"gmtCreate":1772247620201,"gmtModify":1772247622568,"author":{"id":"3575112980638286","authorId":"3575112980638286","name":"kikijoblor","avatar":"https://static.tigerbbs.com/f5e0c90c5476db763ae92614727b750d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575112980638286","idStr":"3575112980638286"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537504684242320","repostId":"2614098283","repostType":2,"repost":{"id":"2614098283","kind":"news","pubTimestamp":1772079797,"share":"https://www.laohu8.com/m/news/2614098283?lang=zh_CN&edition=full","pubTime":"2026-02-26 12:23","market":"us","language":"zh","title":"英伟达财报强劲提振,三星和SK海力士股价飙升至历史新高!","url":"https://stock-news.laohu8.com/highlight/detail?id=2614098283","media":"invest wallstreet","summary":"在主要客户英伟达公布强劲季度财报并表明AI驱动的芯片需求依然强劲后,三星和SK海力士股价周四大幅上涨。两家公司中规模较大的三星电子股价飙升逾5%,创下217,500韩元的历史新高,而SK海力士则上涨逾2%,触及1,053,500韩元的历史新高。特别是三星,被认为有望获得独家协议,为英伟达顶级下一代Vera Rubin处理器供应先进的高带宽存储芯片。AI推动的存储芯片市场供应短缺在2025年末推高了该板块的价格,使三星和SK海力士大为受益。","content":"<html><body><article><p>在主要客户<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>公布强劲季度财报并表明AI驱动的芯片需求依然强劲后,<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和SK海力士股价周四大幅上涨。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/ZR7I3n4aibmpJEb6cBoZQNVYAVwHECoyLzNN4tqkqj1P0RxaGdqVicmYsPialF9exZNHBM4LPN5FFReZWem0481yoHHR6Nx3h1KdVTeG6G6QJo/640?wx_fmt=png&from=appmsg\"/><p>两家公司中规模较大的<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>(KS:005930)股价飙升逾5%,创下217,500韩元的历史新高,而SK海力士(KS:000660)则上涨逾2%,触及1,053,500韩元的历史新高。</p><p>这两家公司是推动韩国KOSPI指数上涨的最大动力,该指数飙升逾2%,创下历史新高。</p><p>作为全球最大的存储芯片制造商,这两家公司从英伟达(NASDAQ:NVDA)隔夜发布的乐观季度财报中获得了积极信号。</p><p>这家全球市值最高的公司财报和当前季度指引均超出预期,并表明来自人工智能行业对其先进芯片的需求依然稳固。</p><p>这对三星和SK海力士来说是个好兆头,因为它们是该公司存储芯片的主要供应商。特别是三星,被认为有望获得独家协议,为英伟达顶级下一代Vera Rubin处理器供应先进的高带宽存储芯片。</p><p>三星还在周三发布了其下一代旗舰智能手机——S26系列。除存储芯片外,智能手机也是该公司的主要收入来源。</p><p>SK海力士当天早些时候表示,已与<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>公司(NASDAQ:SNDK)合作,开始研发高带宽闪存,称这是下一代存储架构,对AI发展至关重要。</p><p>这家芯片制造商还在周三表示,计划投资21.6万亿韩元($150.7亿)在龙仁建设一座新的生产设施。</p><p>AI推动的存储芯片市场供应短缺在2025年末推高了该板块的价格,使三星和SK海力士大为受益。这一趋势预计将在未来几个季度持续。</p></article></body></html>","source":"tencent","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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wallstreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在主要客户英伟达公布强劲季度财报并表明AI驱动的芯片需求依然强劲后,三星和SK海力士股价周四大幅上涨。两家公司中规模较大的三星电子(KS:005930)股价飙升逾5%,创下217,500韩元的历史新高,而SK海力士(KS:000660)则上涨逾2%,触及1,053,500韩元的历史新高。这两家公司是推动韩国KOSPI指数上涨的最大动力,该指数飙升逾2%,创下历史新高。作为全球最大的存储芯片制造商,...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022612365497a71605&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":{"LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","SG9999001424.SGD":"United 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hedged)"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022612365497a71605&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2614098283","content_text":"在主要客户英伟达公布强劲季度财报并表明AI驱动的芯片需求依然强劲后,三星和SK海力士股价周四大幅上涨。两家公司中规模较大的三星电子(KS:005930)股价飙升逾5%,创下217,500韩元的历史新高,而SK海力士(KS:000660)则上涨逾2%,触及1,053,500韩元的历史新高。这两家公司是推动韩国KOSPI指数上涨的最大动力,该指数飙升逾2%,创下历史新高。作为全球最大的存储芯片制造商,这两家公司从英伟达(NASDAQ:NVDA)隔夜发布的乐观季度财报中获得了积极信号。这家全球市值最高的公司财报和当前季度指引均超出预期,并表明来自人工智能行业对其先进芯片的需求依然稳固。这对三星和SK海力士来说是个好兆头,因为它们是该公司存储芯片的主要供应商。特别是三星,被认为有望获得独家协议,为英伟达顶级下一代Vera Rubin处理器供应先进的高带宽存储芯片。三星还在周三发布了其下一代旗舰智能手机——S26系列。除存储芯片外,智能手机也是该公司的主要收入来源。SK海力士当天早些时候表示,已与闪迪公司(NASDAQ:SNDK)合作,开始研发高带宽闪存,称这是下一代存储架构,对AI发展至关重要。这家芯片制造商还在周三表示,计划投资21.6万亿韩元($150.7亿)在龙仁建设一座新的生产设施。AI推动的存储芯片市场供应短缺在2025年末推高了该板块的价格,使三星和SK海力士大为受益。这一趋势预计将在未来几个季度持续。","news_type":1,"symbols_score_info":{"NVIW.SI":0.6,"DIPS":0.6,"NVD2.UK":0.6,"NVDB":0.6,"SNVD.UK":0.6,"NVDS":0.6,"NVDY":0.6,"NVD3.UK":0.6,"SSNLF":1.92,"NVDX":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6,"NVDS.UK":0.6,"NVII":0.6,"NVDU":0.6,"NVDG":0.6,"NVDD":0.6,"NVD":0.6,"NVDW":0.6,"NVDQ":0.6,"ANV":0.6,"NVDA":1.9}},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537502380762256,"gmtCreate":1772247144767,"gmtModify":1772247146839,"author":{"id":"3575112980638286","authorId":"3575112980638286","name":"kikijoblor","avatar":"https://static.tigerbbs.com/f5e0c90c5476db763ae92614727b750d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575112980638286","idStr":"3575112980638286"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537502380762256","repostId":"536873567830112","repostType":1,"repost":{"id":536873567830112,"gmtCreate":1772092896766,"gmtModify":1772092940061,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"21347731130544","idStr":"21347731130544"},"themes":[],"title":"韩国股市又大涨,如何借道ETF布局全球最牛股市?","htmlText":"KOSPI今日破6300点新高!继2025全年涨幅超过75%后,2026年开年不到两个月又上涨约46%,总市值破3.76万亿美元,先后超过德国和法国,成为全球第九大股票市场。 相关ETF年迄今涨幅同样惊人: <a href=\"https://laohu8.com/S/EWY\">$韩国ETF-iShares MSCI(EWY)$</a> 年内上涨53.15%, <a href=\"https://laohu8.com/S/02848\">$TR韩国(02848)$</a> 年内上涨55.6%。 <a href=\"https://laohu8.com/S/FLKR\">$Franklin FTSE South Korea ETF(FLKR)$</a> 年内上涨50.92%, <a href=\"https://laohu8.com/S/MKOR\">$Matthews Korea Active ETF(MKOR)$</a> 年内上涨50.22%。杠杆类产品 <a href=\"https://laohu8.com/S/KORU\">$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$</a> 年内上涨232.02%, <a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> 年内上涨163.28%, <a href=\"https://laohu8.com/S/07747\">$南方两倍做多三星电子(07747)$</a> 年内上涨209.10%。 带动指数上涨的核心板块是半导体,2026年以来,三星上涨约70%,SK海力士上涨约66%,明显跑赢KOSPI同期约46%的涨幅。两家公司市值分别约8000多亿美元和5000亿美元,合计占韩国股市总市值约35%,权重极高,指数走势与两家","listText":"KOSPI今日破6300点新高!继2025全年涨幅超过75%后,2026年开年不到两个月又上涨约46%,总市值破3.76万亿美元,先后超过德国和法国,成为全球第九大股票市场。 相关ETF年迄今涨幅同样惊人: <a href=\"https://laohu8.com/S/EWY\">$韩国ETF-iShares MSCI(EWY)$</a> 年内上涨53.15%, <a href=\"https://laohu8.com/S/02848\">$TR韩国(02848)$</a> 年内上涨55.6%。 <a href=\"https://laohu8.com/S/FLKR\">$Franklin FTSE South Korea ETF(FLKR)$</a> 年内上涨50.92%, <a href=\"https://laohu8.com/S/MKOR\">$Matthews Korea Active ETF(MKOR)$</a> 年内上涨50.22%。杠杆类产品 <a href=\"https://laohu8.com/S/KORU\">$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$</a> 年内上涨232.02%, <a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> 年内上涨163.28%, <a href=\"https://laohu8.com/S/07747\">$南方两倍做多三星电子(07747)$</a> 年内上涨209.10%。 带动指数上涨的核心板块是半导体,2026年以来,三星上涨约70%,SK海力士上涨约66%,明显跑赢KOSPI同期约46%的涨幅。两家公司市值分别约8000多亿美元和5000亿美元,合计占韩国股市总市值约35%,权重极高,指数走势与两家","text":"KOSPI今日破6300点新高!继2025全年涨幅超过75%后,2026年开年不到两个月又上涨约46%,总市值破3.76万亿美元,先后超过德国和法国,成为全球第九大股票市场。 相关ETF年迄今涨幅同样惊人: $韩国ETF-iShares MSCI(EWY)$ 年内上涨53.15%, $TR韩国(02848)$ 年内上涨55.6%。 $Franklin FTSE South Korea ETF(FLKR)$ 年内上涨50.92%, $Matthews Korea Active ETF(MKOR)$ 年内上涨50.22%。杠杆类产品 $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ 年内上涨232.02%, $南方两倍做多海力士(07709)$ 年内上涨163.28%, $南方两倍做多三星电子(07747)$ 年内上涨209.10%。 带动指数上涨的核心板块是半导体,2026年以来,三星上涨约70%,SK海力士上涨约66%,明显跑赢KOSPI同期约46%的涨幅。两家公司市值分别约8000多亿美元和5000亿美元,合计占韩国股市总市值约35%,权重极高,指数走势与两家","images":[{"img":"https://static.tigerbbs.com/a1120351465409a70a14f33c4e4ccee0","width":"865","height":"398"},{"img":"https://static.tigerbbs.com/3e35028c522a518a9ede15d925b66028","width":"865","height":"260"},{"img":"https://static.tigerbbs.com/21016ccad8567c7d1156a6d07dc9a920","width":"865","height":"488"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536873567830112","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536777968694592,"gmtCreate":1772070272847,"gmtModify":1772070274997,"author":{"id":"3575112980638286","authorId":"3575112980638286","name":"kikijoblor","avatar":"https://static.tigerbbs.com/f5e0c90c5476db763ae92614727b750d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575112980638286","idStr":"3575112980638286"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536777968694592","repostId":"1137854112","repostType":2,"repost":{"id":"1137854112","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":1772062800,"share":"https://www.laohu8.com/m/news/1137854112?lang=zh_CN&edition=full","pubTime":"2026-02-26 07:40","market":"us","language":"zh","title":"昨夜今晨 | 科技股带领美股连涨两日,加密货币大反弹;英伟达Q4财报亮眼","url":"https://stock-news.laohu8.com/highlight/detail?id=1137854112","media":"老虎资讯综合","summary":"大型科技股与AI相关标的带动市场情绪改善,成交活跃度提升,成长风格占优。美元指数下降0.0215%,报97.63。美国货币监理署对稳定币机构的全国性信托银行给予有条件批准,强化合规与清算基础设施。美国最高法院推翻范围广泛的全球关税措施,贸易政策不确定性阶段性缓释。04 公司新闻英伟达发布季度业绩与强劲指引,数据中心收入大幅增长推动利润创纪录。Pure Storage单季营收首次突破十亿美元,并上调本财年与下一财年指引。","content":"<html><head></head><body><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/826026ecb558447dc2afc8219d57bf78\" tg-width=\"2160\" tg-height=\"3840\"/></p><h2 id=\"id_1551095491\" style=\"text-align: start;\">01 股市</h2><p>2月26日,美股三大指数齐涨,截至收盘,道琼斯指数涨0.63%,报49482.15点;标普500指数涨0.81%,报6946.13点;纳斯达克综合指数涨1.26%,报23152.08点。大型科技股与AI相关标的带动市场情绪改善,成交活跃度提升,成长风格占优。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd890fee2af0b969ce17065fe594359f\" title=\"\" tg-width=\"965\" tg-height=\"150\"/></p><p style=\"text-align: start;\">热门股异动:板块内强势股集中于AI与加密生态。英伟达涨1.41%、微软涨2.98%、特斯拉涨1.96%;数据平台与算法应用走强,Palantir涨4.15%、Snowflake涨超5%,存储与半导体链条中美光科技涨2.63%、相关杠杆ETF走强。加密交易平台与稳定币概念走俏,Coinbase涨13.52%、Circle涨35.47%。同时,部分芯片与硬件股承压,AMD跌1.39%、闪迪跌0.96%、Tempus AI跌7.32%。</p><p style=\"text-align: start;\">中概股方面:互联网与新能源车表现分化。斗鱼涨9.37%、贝壳涨3.04%、台积电涨0.51%;电动车板块承压,小鹏跌2.94%、蔚来跌2.08%、理想汽车跌1.18%;内容与平台类中概个股中,腾讯音乐跌1.54%、哔哩哔哩跌0.91%。</p><h2 id=\"id_2833589314\" style=\"text-align: start;\">02 其他市场</h2><p><strong>十年美债收益率上升0.00%,最新收益率为4.05%。</strong></p><p style=\"text-align: start;\"><strong>美元兑离岸人民币上升0.0000%,报6.87;美元兑港币下降0.0077%,报7.82。</strong></p><p style=\"text-align: start;\"><strong>美元指数下降0.0215%,报97.63。</strong></p><p style=\"text-align: start;\"><strong>美原油主连期货上升0.37%,报65.66美元/桶;纽约金主连期货上升0.07%,报5187.40美元/盎司。</strong></p><h2 id=\"id_3051476680\" style=\"text-align: start;\">03 国际宏观</h2><p><strong>津巴布韦政府暂停锂精矿与原矿出口,推升锂产业链供给不确定性。</strong>政策收紧或抬升海外锂盐及上游矿企的成本与交付周期,相关企业加速寻找替代供给与长期承购安排,短期价格波动加大。</p><p style=\"text-align: start;\"><strong>美国货币监理署对稳定币机构的全国性信托银行给予有条件批准,强化合规与清算基础设施。</strong> 监管进展提升美元稳定币在传统金融体系中的嵌入度,有助于机构级应用拓展与交易结算效率提升,但合规成本与运营要求显著提高。</p><p style=\"text-align: start;\"><strong>美国最高法院推翻范围广泛的全球关税措施,贸易政策不确定性阶段性缓释。</strong> 关税环境松动有利于跨境供应链成本与企业定价的再平衡,制造与零售链条的进口结构或将优化,企业资本开支与库存策略更趋灵活。</p><h2 id=\"id_1560967263\" style=\"text-align: start;\">04 公司新闻</h2><p><strong>英伟达发布季度业绩与强劲指引,数据中心收入大幅增长推动利润创纪录。</strong>公司披露数据中心、游戏与专业可视化多线增长,并给出更高的销售展望;管理层称客户加速投资AI计算,订单动能延续。</p><p style=\"text-align: start;\"><strong>Snowflake公布季度营收与利润超预期,签署与OpenAI及Anthropic的多年模型集成协议。</strong> 产品收入同比增长约30%,公司预计后续产品收入继续扩张;按需付费模式受企业AI工作负载迁移驱动,竞争环境中加强平台生态。</p><p style=\"text-align: start;\"><strong>The Trade Desk季度业绩好于预期,但下季营收指引偏保守,追加股票回购。</strong> 公司强调零售数据与供应链工具为重点方向,维持盈利与现金流稳健;较低的短期指引引发广告需求释放节奏的担忧。</p><p style=\"text-align: start;\"><strong>C3.ai营收不及预期并下调指引,完成重组以降本增效。</strong> 公司订阅业务占比提升但整体订单节奏承压;联邦、国防与航天订单显著增长,现金与有价证券储备充足,年度运营成本预计降低。</p><p style=\"text-align: start;\"><strong>Pure Storage单季营收首次突破十亿美元,并上调本财年与下一财年指引。</strong> 订阅服务与剩余履约义务高增,管理层称数据存储现代化进程推动需求,现金流改善、回购支持股东回报。</p><p style=\"text-align: start;\"><strong>IonQ业绩显著超预期并上调全年展望,商业客户收入占比提升。</strong> 公司实现量子计算营收突破,国际销售占比提升;扩展多项合作并推进系统交付,预计后续季度收入继续增长。</p><p style=\"text-align: start;\"><strong>Nutanix业绩超预期并宣布与AMD达成战略合作,获1.5亿美元股权投资。</strong> 合作将共建开放式AI基础设施平台,另设最高1亿美元联合工程与市场推广预算;公司对全年营收与自由现金流给出稳健展望。</p><p style=\"text-align: start;\"><strong>Salesforce利润好于预期并推出500亿美元回购,AI工具成为增长支柱。</strong> 公司上调季度盈利指引,强调智能代理平台的商业化路径;管理层定位为数据与云平台,推动企业自动化与生产力提升。</p><p style=\"text-align: start;\"><strong>Axon Enterprise业绩与指引强劲,AI功能加速软件收入增长。</strong> 自动识别与语音助手等能力带动预订量提升,公司预计软件业务增速将超越硬件;长期目标为营收规模与利润率同步扩张。</p><p style=\"text-align: start;\"><strong>Circle披露营收与储备收益高增长,支付网络与公链测试网进展顺利。</strong> USDC链上交易量与流通规模显著提升,企业级合作拓展至Visa与多家平台;多条产品线与基础设施建设为稳定币生态夯实合规与结算能力。</p><p style=\"text-align: start;\"><em>资料来源:华尔街见闻、老虎资讯综合、公开市场数据</em></p><p style=\"text-align: start;\"><em>免责声明:本内容仅供参考,不构成任何投资建议。</em></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 | 科技股带领美股连涨两日,加密货币大反弹;英伟达Q4财报亮眼</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{ 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}\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昨夜今晨 | 科技股带领美股连涨两日,加密货币大反弹;英伟达Q4财报亮眼\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\">2026-02-26 07:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/826026ecb558447dc2afc8219d57bf78\" tg-width=\"2160\" tg-height=\"3840\"/></p><h2 id=\"id_1551095491\" style=\"text-align: start;\">01 股市</h2><p>2月26日,美股三大指数齐涨,截至收盘,道琼斯指数涨0.63%,报49482.15点;标普500指数涨0.81%,报6946.13点;纳斯达克综合指数涨1.26%,报23152.08点。大型科技股与AI相关标的带动市场情绪改善,成交活跃度提升,成长风格占优。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd890fee2af0b969ce17065fe594359f\" title=\"\" tg-width=\"965\" tg-height=\"150\"/></p><p style=\"text-align: start;\">热门股异动:板块内强势股集中于AI与加密生态。英伟达涨1.41%、微软涨2.98%、特斯拉涨1.96%;数据平台与算法应用走强,Palantir涨4.15%、Snowflake涨超5%,存储与半导体链条中美光科技涨2.63%、相关杠杆ETF走强。加密交易平台与稳定币概念走俏,Coinbase涨13.52%、Circle涨35.47%。同时,部分芯片与硬件股承压,AMD跌1.39%、闪迪跌0.96%、Tempus AI跌7.32%。</p><p style=\"text-align: start;\">中概股方面:互联网与新能源车表现分化。斗鱼涨9.37%、贝壳涨3.04%、台积电涨0.51%;电动车板块承压,小鹏跌2.94%、蔚来跌2.08%、理想汽车跌1.18%;内容与平台类中概个股中,腾讯音乐跌1.54%、哔哩哔哩跌0.91%。</p><h2 id=\"id_2833589314\" style=\"text-align: start;\">02 其他市场</h2><p><strong>十年美债收益率上升0.00%,最新收益率为4.05%。</strong></p><p style=\"text-align: start;\"><strong>美元兑离岸人民币上升0.0000%,报6.87;美元兑港币下降0.0077%,报7.82。</strong></p><p style=\"text-align: start;\"><strong>美元指数下降0.0215%,报97.63。</strong></p><p style=\"text-align: start;\"><strong>美原油主连期货上升0.37%,报65.66美元/桶;纽约金主连期货上升0.07%,报5187.40美元/盎司。</strong></p><h2 id=\"id_3051476680\" style=\"text-align: start;\">03 国际宏观</h2><p><strong>津巴布韦政府暂停锂精矿与原矿出口,推升锂产业链供给不确定性。</strong>政策收紧或抬升海外锂盐及上游矿企的成本与交付周期,相关企业加速寻找替代供给与长期承购安排,短期价格波动加大。</p><p style=\"text-align: start;\"><strong>美国货币监理署对稳定币机构的全国性信托银行给予有条件批准,强化合规与清算基础设施。</strong> 监管进展提升美元稳定币在传统金融体系中的嵌入度,有助于机构级应用拓展与交易结算效率提升,但合规成本与运营要求显著提高。</p><p style=\"text-align: start;\"><strong>美国最高法院推翻范围广泛的全球关税措施,贸易政策不确定性阶段性缓释。</strong> 关税环境松动有利于跨境供应链成本与企业定价的再平衡,制造与零售链条的进口结构或将优化,企业资本开支与库存策略更趋灵活。</p><h2 id=\"id_1560967263\" style=\"text-align: start;\">04 公司新闻</h2><p><strong>英伟达发布季度业绩与强劲指引,数据中心收入大幅增长推动利润创纪录。</strong>公司披露数据中心、游戏与专业可视化多线增长,并给出更高的销售展望;管理层称客户加速投资AI计算,订单动能延续。</p><p style=\"text-align: start;\"><strong>Snowflake公布季度营收与利润超预期,签署与OpenAI及Anthropic的多年模型集成协议。</strong> 产品收入同比增长约30%,公司预计后续产品收入继续扩张;按需付费模式受企业AI工作负载迁移驱动,竞争环境中加强平台生态。</p><p style=\"text-align: start;\"><strong>The Trade Desk季度业绩好于预期,但下季营收指引偏保守,追加股票回购。</strong> 公司强调零售数据与供应链工具为重点方向,维持盈利与现金流稳健;较低的短期指引引发广告需求释放节奏的担忧。</p><p style=\"text-align: start;\"><strong>C3.ai营收不及预期并下调指引,完成重组以降本增效。</strong> 公司订阅业务占比提升但整体订单节奏承压;联邦、国防与航天订单显著增长,现金与有价证券储备充足,年度运营成本预计降低。</p><p style=\"text-align: start;\"><strong>Pure Storage单季营收首次突破十亿美元,并上调本财年与下一财年指引。</strong> 订阅服务与剩余履约义务高增,管理层称数据存储现代化进程推动需求,现金流改善、回购支持股东回报。</p><p style=\"text-align: start;\"><strong>IonQ业绩显著超预期并上调全年展望,商业客户收入占比提升。</strong> 公司实现量子计算营收突破,国际销售占比提升;扩展多项合作并推进系统交付,预计后续季度收入继续增长。</p><p style=\"text-align: start;\"><strong>Nutanix业绩超预期并宣布与AMD达成战略合作,获1.5亿美元股权投资。</strong> 合作将共建开放式AI基础设施平台,另设最高1亿美元联合工程与市场推广预算;公司对全年营收与自由现金流给出稳健展望。</p><p style=\"text-align: start;\"><strong>Salesforce利润好于预期并推出500亿美元回购,AI工具成为增长支柱。</strong> 公司上调季度盈利指引,强调智能代理平台的商业化路径;管理层定位为数据与云平台,推动企业自动化与生产力提升。</p><p style=\"text-align: start;\"><strong>Axon Enterprise业绩与指引强劲,AI功能加速软件收入增长。</strong> 自动识别与语音助手等能力带动预订量提升,公司预计软件业务增速将超越硬件;长期目标为营收规模与利润率同步扩张。</p><p style=\"text-align: start;\"><strong>Circle披露营收与储备收益高增长,支付网络与公链测试网进展顺利。</strong> USDC链上交易量与流通规模显著提升,企业级合作拓展至Visa与多家平台;多条产品线与基础设施建设为稳定币生态夯实合规与结算能力。</p><p style=\"text-align: start;\"><em>资料来源:华尔街见闻、老虎资讯综合、公开市场数据</em></p><p style=\"text-align: start;\"><em>免责声明:本内容仅供参考,不构成任何投资建议。</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","NDX":"纳斯达克100指数",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137854112","content_text":"01 股市2月26日,美股三大指数齐涨,截至收盘,道琼斯指数涨0.63%,报49482.15点;标普500指数涨0.81%,报6946.13点;纳斯达克综合指数涨1.26%,报23152.08点。大型科技股与AI相关标的带动市场情绪改善,成交活跃度提升,成长风格占优。热门股异动:板块内强势股集中于AI与加密生态。英伟达涨1.41%、微软涨2.98%、特斯拉涨1.96%;数据平台与算法应用走强,Palantir涨4.15%、Snowflake涨超5%,存储与半导体链条中美光科技涨2.63%、相关杠杆ETF走强。加密交易平台与稳定币概念走俏,Coinbase涨13.52%、Circle涨35.47%。同时,部分芯片与硬件股承压,AMD跌1.39%、闪迪跌0.96%、Tempus AI跌7.32%。中概股方面:互联网与新能源车表现分化。斗鱼涨9.37%、贝壳涨3.04%、台积电涨0.51%;电动车板块承压,小鹏跌2.94%、蔚来跌2.08%、理想汽车跌1.18%;内容与平台类中概个股中,腾讯音乐跌1.54%、哔哩哔哩跌0.91%。02 其他市场十年美债收益率上升0.00%,最新收益率为4.05%。美元兑离岸人民币上升0.0000%,报6.87;美元兑港币下降0.0077%,报7.82。美元指数下降0.0215%,报97.63。美原油主连期货上升0.37%,报65.66美元/桶;纽约金主连期货上升0.07%,报5187.40美元/盎司。03 国际宏观津巴布韦政府暂停锂精矿与原矿出口,推升锂产业链供给不确定性。政策收紧或抬升海外锂盐及上游矿企的成本与交付周期,相关企业加速寻找替代供给与长期承购安排,短期价格波动加大。美国货币监理署对稳定币机构的全国性信托银行给予有条件批准,强化合规与清算基础设施。 监管进展提升美元稳定币在传统金融体系中的嵌入度,有助于机构级应用拓展与交易结算效率提升,但合规成本与运营要求显著提高。美国最高法院推翻范围广泛的全球关税措施,贸易政策不确定性阶段性缓释。 关税环境松动有利于跨境供应链成本与企业定价的再平衡,制造与零售链条的进口结构或将优化,企业资本开支与库存策略更趋灵活。04 公司新闻英伟达发布季度业绩与强劲指引,数据中心收入大幅增长推动利润创纪录。公司披露数据中心、游戏与专业可视化多线增长,并给出更高的销售展望;管理层称客户加速投资AI计算,订单动能延续。Snowflake公布季度营收与利润超预期,签署与OpenAI及Anthropic的多年模型集成协议。 产品收入同比增长约30%,公司预计后续产品收入继续扩张;按需付费模式受企业AI工作负载迁移驱动,竞争环境中加强平台生态。The Trade Desk季度业绩好于预期,但下季营收指引偏保守,追加股票回购。 公司强调零售数据与供应链工具为重点方向,维持盈利与现金流稳健;较低的短期指引引发广告需求释放节奏的担忧。C3.ai营收不及预期并下调指引,完成重组以降本增效。 公司订阅业务占比提升但整体订单节奏承压;联邦、国防与航天订单显著增长,现金与有价证券储备充足,年度运营成本预计降低。Pure Storage单季营收首次突破十亿美元,并上调本财年与下一财年指引。 订阅服务与剩余履约义务高增,管理层称数据存储现代化进程推动需求,现金流改善、回购支持股东回报。IonQ业绩显著超预期并上调全年展望,商业客户收入占比提升。 公司实现量子计算营收突破,国际销售占比提升;扩展多项合作并推进系统交付,预计后续季度收入继续增长。Nutanix业绩超预期并宣布与AMD达成战略合作,获1.5亿美元股权投资。 合作将共建开放式AI基础设施平台,另设最高1亿美元联合工程与市场推广预算;公司对全年营收与自由现金流给出稳健展望。Salesforce利润好于预期并推出500亿美元回购,AI工具成为增长支柱。 公司上调季度盈利指引,强调智能代理平台的商业化路径;管理层定位为数据与云平台,推动企业自动化与生产力提升。Axon Enterprise业绩与指引强劲,AI功能加速软件收入增长。 自动识别与语音助手等能力带动预订量提升,公司预计软件业务增速将超越硬件;长期目标为营收规模与利润率同步扩张。Circle披露营收与储备收益高增长,支付网络与公链测试网进展顺利。 USDC链上交易量与流通规模显著提升,企业级合作拓展至Visa与多家平台;多条产品线与基础设施建设为稳定币生态夯实合规与结算能力。资料来源:华尔街见闻、老虎资讯综合、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":{"NDX":2,".DJI":2,".SPX":2,".IXIC":2}},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536204107374720,"gmtCreate":1771894609253,"gmtModify":1771894611453,"author":{"id":"3575112980638286","authorId":"3575112980638286","name":"kikijoblor","avatar":"https://static.tigerbbs.com/f5e0c90c5476db763ae92614727b750d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575112980638286","idStr":"3575112980638286"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536204107374720","repostId":"1192315210","repostType":2,"repost":{"id":"1192315210","kind":"news","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":1771894427,"share":"https://www.laohu8.com/m/news/1192315210?lang=zh_CN&edition=full","pubTime":"2026-02-24 08:53","market":"hk","language":"zh","title":"就在今晚22:30!Anthropic将直播展示Claude最新功能,软件股或再遭打击?","url":"https://stock-news.laohu8.com/highlight/detail?id=1192315210","media":"华尔街见闻","summary":"Anthropic表示,观众将在直播中看到Claude的实时演示、与Claude协作的场景,以及来自公司领导层的见解和新产品公告。人工智能初创公司Anthropic将于美东时间周二上午9时30分举行在线直播活动,展示其AI助手Claude的最新功能并发布新产品。Anthropic今日的产品展示能否缓解市场焦虑,或是进一步加剧竞争担忧,将成为市场关注焦点。这表明Anthropic正将重点放在企业级市场的渗透上。Anthropic将Claude定位为一个\"思考伙伴\",用户可以借助它应对\"任何重大、大胆、令人困惑的挑战\"。","content":"<html><head></head><body><blockquote><p>Anthropic表示,观众将在直播中看到Claude的实时演示、与Claude协作的场景,以及来自公司领导层的见解和新产品公告。分析师表示,投资者不愿在又一次AI产品发布前冒险,因为每一条Anthropic的新闻都被视为对现有软件的"增量竞争",无论这种判断是否公允。</p></blockquote><p style=\"text-align: left;\">人工智能初创公司Anthropic将于美东时间周二上午9时30分(北京时间今晚10时30分)举行在线直播活动,展示其AI助手Claude的最新功能并发布新产品。</p><p style=\"text-align: left;\">这场直播活动的时机引人注目。就在周一,对人工智能颠覆性影响的恐慌情绪重创美股市场,道琼斯工业平均指数暴跌超800点,科技股集中的纳斯达克指数下跌1.1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91a97fd78fb62595867c5849c8e771fc\" tg-width=\"1024\" tg-height=\"615\"/></p><p style=\"text-align: left;\">Anthropic表示,观众将在直播中看到Claude的实时演示、与Claude协作的场景,以及来自公司领导层的见解和新产品公告。Mizuho分析师指出,<strong>市场在Anthropic活动前存在"忐忑不安"情绪,这或许正是股市抛售的原因之一。</strong></p><p style=\"text-align: left;\">分析师表示,投资者不愿在又一次AI产品发布前冒险,因为每一条Anthropic的新闻都被视为对现有软件的"增量竞争",无论这种判断是否公允。Mizuho分析师在研究报告中指出,面对不确定性,投资者正选择先行退出市场。</p><blockquote><p style=\"text-align: left;\">"与其试图预测结果,投资者选择暂时观望。先卖出再问问题,总比被另一波由新闻驱动的暴跌套牢要容易得多。"</p></blockquote><p style=\"text-align: left;\">分析人士指出,这种谨慎态度反映出市场对AI技术快速迭代的复杂情绪:<strong>一方面认可其长期潜力,另一方面担忧其对现有商业模式和市场格局的冲击</strong>。Anthropic<strong>今日的产品展示能否缓解市场焦虑,或是进一步加剧竞争担忧,将成为市场关注焦点。</strong></p><h2 id=\"id_4228161971\" style=\"text-align: left;\">Claude定位企业"思考伙伴"</h2><p style=\"text-align: left;\">据悉,Anthropic本次活动针对的目标受众为企业高管,包括首席信息官、首席风险官、总法律顾问以及分析主管等在组织内制定AI战略的高级领导者。<strong>这表明Anthropic正将重点放在企业级市场的渗透上。</strong></p><p style=\"text-align: left;\">Anthropic将Claude定位为一个"思考伙伴",用户可以借助它应对"任何重大、大胆、令人困惑的挑战"。用户可以部署Claude进行聊天、生成代码、可视化数据、搜索网络或创建内容等多项任务。</p><p style=\"text-align: left;\">在定价方面,Claude Pro版本年度订阅费用为每月17美元,按月计费则为20美元,而Max版本的费用为每月100美元。</p><p style=\"text-align: left;\">该公司表示<strong>,Claude本身是一个"能力全面的通才",但当用户接入自己的工具、上下文和知识后,它会变成"像你一样了解你工作的专家"。</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>就在今晚22:30!Anthropic将直播展示Claude最新功能,软件股或再遭打击?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n就在今晚22:30!Anthropic将直播展示Claude最新功能,软件股或再遭打击?\n</h2>\n\n<h4 class=\"meta\">\n\n2026-02-24 08:53 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Anthropic表示,观众将在直播中看到Claude的实时演示、与Claude协作的场景,以及来自公司领导层的见解和新产品公告。分析师表示,投资者不愿在又一次AI产品发布前冒险,因为每一条Anthropic的新闻都被视为对现有软件的\"增量竞争\",无论这种判断是否公允。人工智能初创公司Anthropic将于美东时间周二上午9时30分(北京时间今晚10时30分)举行在线直播活动,展示其AI助手...</p>\n\n<a href=\"\">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/41a3265725dba67c0660b26a189585aa","relate_stocks":{"00268":"金蝶国际","MNDY":"Monday.com Ltd.","SNOW":"Snowflake","01753":"兑吧","06988":"乐享集团","WDAY":"Workday","IBM":"IBM","02013":"微盟集团","NOW":"ServiceNow","08083":"有赞","02101":"福禄控股","00909":"明源云","03888":"金山软件","IGV":"北美软件ETF-iShares","CRWD":"CrowdStrike Holdings, Inc.","01860":"汇量科技","00354":"中国软件国际","SHOP":"Shopify Inc","02131":"云想科技","09600":"新纽科技","09923":"移卡","CRM":"赛富时","02158":"医渡科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192315210","content_text":"Anthropic表示,观众将在直播中看到Claude的实时演示、与Claude协作的场景,以及来自公司领导层的见解和新产品公告。分析师表示,投资者不愿在又一次AI产品发布前冒险,因为每一条Anthropic的新闻都被视为对现有软件的\"增量竞争\",无论这种判断是否公允。人工智能初创公司Anthropic将于美东时间周二上午9时30分(北京时间今晚10时30分)举行在线直播活动,展示其AI助手Claude的最新功能并发布新产品。这场直播活动的时机引人注目。就在周一,对人工智能颠覆性影响的恐慌情绪重创美股市场,道琼斯工业平均指数暴跌超800点,科技股集中的纳斯达克指数下跌1.1%。Anthropic表示,观众将在直播中看到Claude的实时演示、与Claude协作的场景,以及来自公司领导层的见解和新产品公告。Mizuho分析师指出,市场在Anthropic活动前存在\"忐忑不安\"情绪,这或许正是股市抛售的原因之一。分析师表示,投资者不愿在又一次AI产品发布前冒险,因为每一条Anthropic的新闻都被视为对现有软件的\"增量竞争\",无论这种判断是否公允。Mizuho分析师在研究报告中指出,面对不确定性,投资者正选择先行退出市场。\"与其试图预测结果,投资者选择暂时观望。先卖出再问问题,总比被另一波由新闻驱动的暴跌套牢要容易得多。\"分析人士指出,这种谨慎态度反映出市场对AI技术快速迭代的复杂情绪:一方面认可其长期潜力,另一方面担忧其对现有商业模式和市场格局的冲击。Anthropic今日的产品展示能否缓解市场焦虑,或是进一步加剧竞争担忧,将成为市场关注焦点。Claude定位企业\"思考伙伴\"据悉,Anthropic本次活动针对的目标受众为企业高管,包括首席信息官、首席风险官、总法律顾问以及分析主管等在组织内制定AI战略的高级领导者。这表明Anthropic正将重点放在企业级市场的渗透上。Anthropic将Claude定位为一个\"思考伙伴\",用户可以借助它应对\"任何重大、大胆、令人困惑的挑战\"。用户可以部署Claude进行聊天、生成代码、可视化数据、搜索网络或创建内容等多项任务。在定价方面,Claude Pro版本年度订阅费用为每月17美元,按月计费则为20美元,而Max版本的费用为每月100美元。该公司表示,Claude本身是一个\"能力全面的通才\",但当用户接入自己的工具、上下文和知识后,它会变成\"像你一样了解你工作的专家\"。","news_type":1,"symbols_score_info":{"IBM":2,"00354":2,"CRM":2,"IGV":1,"09923":2,"06988":2,"SHOP":2,"SNOW":2,"00909":2,"00268":2,"MNDY":2,"03888":2,"02131":2,"02158":2,"08083":2,"01753":2,"NOW":2,"01860":2,"02101":2,"WDAY":2,"02013":2,"CRWD":2,"09600":2}},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":534445522690072,"gmtCreate":1771500732413,"gmtModify":1771500734235,"author":{"id":"3575112980638286","authorId":"3575112980638286","name":"kikijoblor","avatar":"https://static.tigerbbs.com/f5e0c90c5476db763ae92614727b750d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575112980638286","idStr":"3575112980638286"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534445522690072","repostId":"1186463890","repostType":2,"repost":{"id":"1186463890","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":1771492522,"share":"https://www.laohu8.com/m/news/1186463890?lang=zh_CN&edition=full","pubTime":"2026-02-19 17:15","market":"us","language":"zh","title":"盘前异动|绩优股拉升,Figma大涨16%,Carvana大跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1186463890","media":"老虎资讯综合","summary":"美股三大指数期货在盘前时段涨跌不一。","content":"<html><head></head><body><p>2月19日周四,美股三大指数期货在盘前时段涨跌不一。今日关注:美国截至2月14日当周初请失业金人数、美国2月费城联储制造业指数。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b279186ec3821ac045d3b4cccb594f38\" title=\"\" tg-width=\"738\" tg-height=\"237\"/></p><p><a href=\"https://laohu8.com/S/FIG\">Figma</a> 盘前大涨16%,第四季度收入增长加速,业绩指引大幅超预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fb6570cbb336fec02813daa0d52b9f3\" title=\"\" tg-width=\"540\" tg-height=\"159\"/></p><p><a href=\"https://laohu8.com/S/DASH\">DoorDash, Inc.</a> 盘前涨幅超13%,第四季度营收同比增长38%,本季度订单增长超预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b8121d472ff3cebf0e2ce83df1894ab\" title=\"\" tg-width=\"540\" tg-height=\"159\"/></p><p><a href=\"https://laohu8.com/S/ETSY\">Etsy, Inc.</a> 盘前涨超14%。Etsy已同意以12亿美元现金将其深受Z世代欢迎的二手时尚应用Depop出售给竞争对手eBay。这笔交易标志着Etsy将重新专注于其核心手工艺品和复古商品市场,而eBay则旨在加强其在年轻购物者中的吸引力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0eca83fd9ee8883049d19806182e13f\" title=\"\" tg-width=\"540\" tg-height=\"162\"/></p><p><a href=\"https://laohu8.com/S/EBAY\">eBay</a> 盘前涨超7%。eBay第四季度业绩好于预期,发布了强劲的业绩指引,并宣布计划以12亿美元从Etsy手中收购时尚市场平台Depop。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92fef1ff6f7310f877cbbfa25db83579\" title=\"\" tg-width=\"540\" tg-height=\"159\"/></p><p>现货白银日内涨幅超2%,白银概念股盘前走强, <a href=\"https://laohu8.com/S/AGQ\">2倍做多白银ETF-ProShares</a> 、泛美白银涨超4%, <a href=\"https://laohu8.com/S/SLV\">白银ETF-iShares</a> 、赫克拉矿业涨超2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73f7a7e498b57290174bf9c35eff11cd\" title=\"\" tg-width=\"540\" tg-height=\"159\"/></p><p>大型科技股盘前涨跌不一。苹果跌0.43%,特斯拉跌0.22%,Meta跌0.23%,谷歌跌0.1%,英伟达涨0.03%,微软涨0.45%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9cbf04d17d401fa454ac5664763841f\" title=\"\" tg-width=\"540\" tg-height=\"165\"/></p><p>二手车交易商<a href=\"https://laohu8.com/S/CVNA\">Carvana Co.</a> 盘前大跌超16%,Carvana第四季度调整后EBITDA为5.11亿美元,低于市场普遍预期的5.357亿美元。营收达到56亿美元,超过分析师预期的52.4亿美元,同比增长58%。公司车辆检查、维修和细节处理等方面的支出高于预期,零售折旧率上升带来成本压力。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57122b443a6e27602a41852ad9be8704\" title=\"\" tg-width=\"540\" tg-height=\"156\"/></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>盘前异动|绩优股拉升,Figma大涨16%,Carvana大跌</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘前异动|绩优股拉升,Figma大涨16%,Carvana大跌\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\">2026-02-19 17:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月19日周四,美股三大指数期货在盘前时段涨跌不一。今日关注:美国截至2月14日当周初请失业金人数、美国2月费城联储制造业指数。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b279186ec3821ac045d3b4cccb594f38\" title=\"\" tg-width=\"738\" tg-height=\"237\"/></p><p><a href=\"https://laohu8.com/S/FIG\">Figma</a> 盘前大涨16%,第四季度收入增长加速,业绩指引大幅超预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fb6570cbb336fec02813daa0d52b9f3\" title=\"\" tg-width=\"540\" tg-height=\"159\"/></p><p><a href=\"https://laohu8.com/S/DASH\">DoorDash, Inc.</a> 盘前涨幅超13%,第四季度营收同比增长38%,本季度订单增长超预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b8121d472ff3cebf0e2ce83df1894ab\" title=\"\" tg-width=\"540\" tg-height=\"159\"/></p><p><a href=\"https://laohu8.com/S/ETSY\">Etsy, Inc.</a> 盘前涨超14%。Etsy已同意以12亿美元现金将其深受Z世代欢迎的二手时尚应用Depop出售给竞争对手eBay。这笔交易标志着Etsy将重新专注于其核心手工艺品和复古商品市场,而eBay则旨在加强其在年轻购物者中的吸引力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0eca83fd9ee8883049d19806182e13f\" title=\"\" tg-width=\"540\" tg-height=\"162\"/></p><p><a href=\"https://laohu8.com/S/EBAY\">eBay</a> 盘前涨超7%。eBay第四季度业绩好于预期,发布了强劲的业绩指引,并宣布计划以12亿美元从Etsy手中收购时尚市场平台Depop。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92fef1ff6f7310f877cbbfa25db83579\" title=\"\" tg-width=\"540\" tg-height=\"159\"/></p><p>现货白银日内涨幅超2%,白银概念股盘前走强, <a href=\"https://laohu8.com/S/AGQ\">2倍做多白银ETF-ProShares</a> 、泛美白银涨超4%, <a href=\"https://laohu8.com/S/SLV\">白银ETF-iShares</a> 、赫克拉矿业涨超2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73f7a7e498b57290174bf9c35eff11cd\" title=\"\" tg-width=\"540\" tg-height=\"159\"/></p><p>大型科技股盘前涨跌不一。苹果跌0.43%,特斯拉跌0.22%,Meta跌0.23%,谷歌跌0.1%,英伟达涨0.03%,微软涨0.45%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9cbf04d17d401fa454ac5664763841f\" title=\"\" tg-width=\"540\" tg-height=\"165\"/></p><p>二手车交易商<a href=\"https://laohu8.com/S/CVNA\">Carvana Co.</a> 盘前大跌超16%,Carvana第四季度调整后EBITDA为5.11亿美元,低于市场普遍预期的5.357亿美元。营收达到56亿美元,超过分析师预期的52.4亿美元,同比增长58%。公司车辆检查、维修和细节处理等方面的支出高于预期,零售折旧率上升带来成本压力。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57122b443a6e27602a41852ad9be8704\" title=\"\" tg-width=\"540\" tg-height=\"156\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3a33c23f8e5a366189f532d19af270ed","relate_stocks":{"DASH":"DoorDash, Inc.","ETSY":"Etsy, Inc.","FIG":"Simplify Macro Strategy ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186463890","content_text":"2月19日周四,美股三大指数期货在盘前时段涨跌不一。今日关注:美国截至2月14日当周初请失业金人数、美国2月费城联储制造业指数。Figma 盘前大涨16%,第四季度收入增长加速,业绩指引大幅超预期。DoorDash, Inc. 盘前涨幅超13%,第四季度营收同比增长38%,本季度订单增长超预期。Etsy, Inc. 盘前涨超14%。Etsy已同意以12亿美元现金将其深受Z世代欢迎的二手时尚应用Depop出售给竞争对手eBay。这笔交易标志着Etsy将重新专注于其核心手工艺品和复古商品市场,而eBay则旨在加强其在年轻购物者中的吸引力。eBay 盘前涨超7%。eBay第四季度业绩好于预期,发布了强劲的业绩指引,并宣布计划以12亿美元从Etsy手中收购时尚市场平台Depop。现货白银日内涨幅超2%,白银概念股盘前走强, 2倍做多白银ETF-ProShares 、泛美白银涨超4%, 白银ETF-iShares 、赫克拉矿业涨超2%。大型科技股盘前涨跌不一。苹果跌0.43%,特斯拉跌0.22%,Meta跌0.23%,谷歌跌0.1%,英伟达涨0.03%,微软涨0.45%。二手车交易商Carvana Co. 盘前大跌超16%,Carvana第四季度调整后EBITDA为5.11亿美元,低于市场普遍预期的5.357亿美元。营收达到56亿美元,超过分析师预期的52.4亿美元,同比增长58%。公司车辆检查、维修和细节处理等方面的支出高于预期,零售折旧率上升带来成本压力。","news_type":1,"symbols_score_info":{"ETSY":2,"FIG":2,"DASH":2}},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}