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kikijoblor
04-01
这篇文章不错,转发给大家看看
@ETF小帮手:💰桥水全天候ETF-ALLW表现超越大盘,更多“平替”ETF可选一览
kikijoblor
04-01
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ETF日报|2倍做多Firefly Aerospace ETF涨超41%;三倍做多半导体ETF涨近18%;成长与贵金属共振上行
kikijoblor
03-31
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美股异动 | 房地美续涨12%,房利美续涨8%!二者昨日均大涨约50%
kikijoblor
03-31
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美股异动 | 铝业股续涨,世纪铝业涨超12%!中东局势影响供应预期
kikijoblor
03-31
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伊朗称将打击中东地区与美高科技公司有关的企业,包括苹果、谷歌、特斯拉、微软等公司
kikijoblor
03-31
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Nebius加码欧洲算力版图!“落子”芬兰打造超级数据中心
kikijoblor
03-31
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战火错杀后的最强修复线浮现!英伟达领衔的“AI算力天团”蓄势猛攻
kikijoblor
03-31
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联合利华接近与味好美达成合并协议,或创建600亿美元食品巨头
kikijoblor
03-30
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美股异动 | 部分锂电池股走高,Sigma Lithium绩后暴涨36%
kikijoblor
03-30
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中信建投:港股迎来春节后第一次做多机会
kikijoblor
03-30
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老虎暗盘|傅里叶飙涨近88%,总市值超84亿港元;铜师傅跌超8%,总市值超35亿港元
kikijoblor
03-30
这篇文章不错,转发给大家看看
老虎暗盘|傅里叶飙涨近88%,总市值超84亿港元;铜师傅跌超8%,总市值超35亿港元
kikijoblor
03-30
这篇文章不错,转发给大家看看
盘前异动 | 石油股走高,BATL涨超13%;美国铝业涨超8%,BitMine涨超3%
kikijoblor
03-30
这篇文章不错,转发给大家看看
盘前异动 | 石油股走高,BATL涨超13%;美国铝业涨超8%,BitMine涨超3%
kikijoblor
03-30
这篇文章不错,转发给大家看看
中信建投:港股迎来春节后第一次做多机会
kikijoblor
03-30
这篇文章不错,转发给大家看看
港股异动 | 长飞光纤光缆大涨超15%,四季度净利润同比大增234%
kikijoblor
03-28
这篇文章不错,转发给大家看看
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”
kikijoblor
03-28
这篇文章不错,转发给大家看看
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
kikijoblor
03-27
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抱歉,原内容已删除
kikijoblor
03-26
这篇文章不错,转发给大家看看
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!
去老虎APP查看更多动态
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<a href=\"https://laohu8.com/S/ALLW\">$SPDR BRIDGEWATER ALL WEATHER ETF(ALLW)$</a> 表现优异,成为2026年ETF.com大奖中唯一一只荣获多项殊荣的基金,并因此成为新闻焦点。 尽管 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 因人工智能估值回调和通胀担忧而回撤数周,年内收跌4.63%,但同期 <a href=\"https://laohu8.com/S/ALLW\">$SPDR BRIDGEWATER ALL WEATHER ETF(ALLW)$</a> 年内涨幅4.95%。 全天候ETF基金为啥跑赢了市场?作为经典的风险平价策略,ALLW基金扮演着投资组合“压舱物”的角色。它的策略为何“如此强大”? 推荐阅读2025年10月发稿:<a href=\"https://laohu8.com/TW/489898158076168\" target=\"_blank\">💰涨多跌少!全天候ETF ALLW 再拔新高:复制桥水,回报超标普,与RPAR硬核对比</a> 本文再次简要剖析风险平价ETF的核心优势、适用人群以及一些可参看的同类ETF分享。 一、全天候策略 的特点及优势 A. 不赌方向,适应任何经济环境 它同时配四类资产: 股票:涨经济 长期国债:跌经济、衰退 TIPS(通胀债):涨通胀 黄金/商品:滞胀、通胀 四种经济场景它都能赚钱: 经济增长 ✅ 经济衰退 ✅ 高通胀 ✅ 通缩/萧条 ✅ → 你不用判断牛熊,它自己适应。 B. 波动小、回撤小,拿得住 普通股票基金: 跌 30%~50% 很正常 大多数人会在底部割肉 全天候: 长期波动率只有股票的 1/2 左右 大跌年份也很少亏超过 10% → 心态稳 = 拿得住","listText":"近期,道富桥水全天候ETF <a href=\"https://laohu8.com/S/ALLW\">$SPDR BRIDGEWATER ALL WEATHER ETF(ALLW)$</a> 表现优异,成为2026年ETF.com大奖中唯一一只荣获多项殊荣的基金,并因此成为新闻焦点。 尽管 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 因人工智能估值回调和通胀担忧而回撤数周,年内收跌4.63%,但同期 <a href=\"https://laohu8.com/S/ALLW\">$SPDR BRIDGEWATER ALL WEATHER ETF(ALLW)$</a> 年内涨幅4.95%。 全天候ETF基金为啥跑赢了市场?作为经典的风险平价策略,ALLW基金扮演着投资组合“压舱物”的角色。它的策略为何“如此强大”? 推荐阅读2025年10月发稿:<a href=\"https://laohu8.com/TW/489898158076168\" target=\"_blank\">💰涨多跌少!全天候ETF ALLW 再拔新高:复制桥水,回报超标普,与RPAR硬核对比</a> 本文再次简要剖析风险平价ETF的核心优势、适用人群以及一些可参看的同类ETF分享。 一、全天候策略 的特点及优势 A. 不赌方向,适应任何经济环境 它同时配四类资产: 股票:涨经济 长期国债:跌经济、衰退 TIPS(通胀债):涨通胀 黄金/商品:滞胀、通胀 四种经济场景它都能赚钱: 经济增长 ✅ 经济衰退 ✅ 高通胀 ✅ 通缩/萧条 ✅ → 你不用判断牛熊,它自己适应。 B. 波动小、回撤小,拿得住 普通股票基金: 跌 30%~50% 很正常 大多数人会在底部割肉 全天候: 长期波动率只有股票的 1/2 左右 大跌年份也很少亏超过 10% → 心态稳 = 拿得住","text":"近期,道富桥水全天候ETF $SPDR BRIDGEWATER ALL WEATHER ETF(ALLW)$ 表现优异,成为2026年ETF.com大奖中唯一一只荣获多项殊荣的基金,并因此成为新闻焦点。 尽管 $标普500(.SPX)$ 因人工智能估值回调和通胀担忧而回撤数周,年内收跌4.63%,但同期 $SPDR BRIDGEWATER ALL WEATHER ETF(ALLW)$ 年内涨幅4.95%。 全天候ETF基金为啥跑赢了市场?作为经典的风险平价策略,ALLW基金扮演着投资组合“压舱物”的角色。它的策略为何“如此强大”? 推荐阅读2025年10月发稿:💰涨多跌少!全天候ETF ALLW 再拔新高:复制桥水,回报超标普,与RPAR硬核对比 本文再次简要剖析风险平价ETF的核心优势、适用人群以及一些可参看的同类ETF分享。 一、全天候策略 的特点及优势 A. 不赌方向,适应任何经济环境 它同时配四类资产: 股票:涨经济 长期国债:跌经济、衰退 TIPS(通胀债):涨通胀 黄金/商品:滞胀、通胀 四种经济场景它都能赚钱: 经济增长 ✅ 经济衰退 ✅ 高通胀 ✅ 通缩/萧条 ✅ → 你不用判断牛熊,它自己适应。 B. 波动小、回撤小,拿得住 普通股票基金: 跌 30%~50% 很正常 大多数人会在底部割肉 全天候: 长期波动率只有股票的 1/2 左右 大跌年份也很少亏超过 10% → 心态稳 = 拿得住","images":[{"img":"https://static.tigerbbs.com/db8dad8075231008122b6a0dc716cd58"},{"img":"https://static.tigerbbs.com/4e31ae36f0b7822188645e94f73082be"},{"img":"https://static.tigerbbs.com/7f8a40f466f24049701db14bb1295064"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548959409103336","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548925320292264,"gmtCreate":1775036876644,"gmtModify":1775036879137,"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/548925320292264","repostId":"1173136274","repostType":2,"repost":{"id":"1173136274","kind":"news","weMediaInfo":{"introduction":"聚焦ETF市场动向与重要新闻","home_visible":1,"media_name":"ETF追踪","id":"1049160818","head_image":"https://community-static.tradeup.com/news/763c65f60d6528ca40d55d35e5404057"},"pubTimestamp":1775036400,"share":"https://www.laohu8.com/m/news/1173136274?lang=zh_CN&edition=full","pubTime":"2026-04-01 17:40","market":"us","language":"zh","title":"ETF日报|2倍做多Firefly Aerospace ETF涨超41%;三倍做多半导体ETF涨近18%;成长与贵金属共振上行","url":"https://stock-news.laohu8.com/highlight/detail?id=1173136274","media":"ETF追踪","summary":"美股ETF涨幅Top5$Tradr 2X Long FLY Daily ETF$上涨41.04%。该产品两倍做多航空航天公司$Firefly Aerospace$,因底层公司股价上涨,杠杆机制放大当日涨幅。$2倍做多APLD ETF-Tradr$上涨31.06%。大盘指数ETF涨幅Top 5$三倍做多MSCI新兴市场ETF-Direxion$上涨10.85%。该产品三倍做多富时中国指数,相关成份反弹抬升产品净值。大宗商品ETF涨幅Top 5$2倍做多白银ETF-ProShares$上涨15.10%。该产品三倍做多半导体行业指数,芯片板块普遍反弹带来放大效应。债券ETF涨幅Top 5$First Trust SSI Strategic Convertible Securities ETF$上涨2.83%。","content":"<html><head></head><body><p style=\"text-align: start;\"><strong>市场概览</strong></p><p style=\"text-align: start;\">美伊两国均释放了冲突缓和言论,美股周二全线收高,道琼斯指数上涨2.49%,纳斯达克指数上涨3.83%,标普500指数上涨2.91%。成长风格显著回暖,科技权重与中小盘共振上行,风险偏好回升带动主要指数同步走强。</p><p style=\"text-align: start;\">ETF层面,成长与科技相关多头全面修复,半导体与宽基杠杆产品领涨;贵金属链条延续强势,黄金与白银多头齐升,黄金矿业相关产品同步走高;油价回调下油气做空工具相对占优;反向股指与半导体空头承压,整体结构呈现进攻性回归的特征。</p><p style=\"text-align: start;\"><strong>美股ETF涨幅Top5</strong></p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/FLYT\">Tradr 2X Long FLY Daily ETF</a>(FLYT)上涨41.04%。该产品两倍做多航空航天公司<a href=\"https://laohu8.com/S/FLY\">Firefly Aerospace</a>,因底层公司股价上涨,杠杆机制放大当日涨幅。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/CRMX\">Tradr 2X Long CRML Daily ETF</a>(CRMX)上涨37.72%。该产品两倍做多稀土开发公司<a href=\"https://laohu8.com/S/CRML\">Critical Metals</a>,底层标的强势反弹,推升杠杆多头表现。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/CRMU\">Leverage Shares 2X Long CRML Daily ETF</a>(CRMU)上涨37.27%。该产品两倍做多Critical Metals,受标的股价走高影响,净值同步放大。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/APLX\">2倍做多APLD ETF-Tradr</a>(APLX)上涨31.06%。该产品两倍做多AI与数据中心基础设施公司<a href=\"https://laohu8.com/S/APLD\">Applied Digital</a>,标的走强带动产品大幅上行。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/BAIG\">2倍做多BBAI ETF-Leverage Shares</a>(BAIG)上涨29.78%。该产品两倍做多人工智能分析公司<a href=\"https://laohu8.com/S/BBAI\">BigBear.ai</a>,随标的拉升,杠杆效应推动涨幅扩大。</p><p style=\"text-align: start;\"><strong>美股ETF跌幅Top5</strong></p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/APLZ\">Tradr 2X Short APLD Daily ETF</a>(APLZ)下跌31.22%。该产品两倍做空Applied Digital,因底层公司股价上涨,反向杠杆产品当日大幅回落。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/BEZ\">Tradr 2X Short BE Daily ETF</a>(BEZ)下跌26.33%。该产品两倍做空燃料电池公司<a href=\"https://laohu8.com/S/BE\">Bloom Energy</a>,标的强势上行导致空头杠杆净值显著回撤。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/NBIZ\">Tradr 2X Short NBIS Daily ETF</a>(NBIZ)下跌25.16%。该产品两倍做空AI云服务商<a href=\"https://laohu8.com/S/NBIS\">Nebius</a>,标的上涨令反向产品承压下行。</p><blockquote><p>Nebius宣布将在芬兰拉彭兰塔建设一座新的AI数据中心,容量高达310兆瓦,项目估值预计超过100亿美元,建成后将成为欧洲最大的数据中心之一,计划于2027年开始提供服务。此举旨在满足市场对人工智能算力不断增长的需求,并进一步拓展其在欧洲的业务版图。</p></blockquote><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/CORD\">T-REX 2X INVERSE CRWV DAILY TARGET ETF</a>(CORD)下跌24.53%。该产品两倍做空AI云端运算企业<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>,标的走强引发反向净值回撤。</p><blockquote><p>CoreWeave周二涨超12%,公司宣布完成具有里程碑意义的85亿美元融资安排,用于为其云计算能力的扩张提供资金。</p></blockquote><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/ASTN\">Defiance Daily Target 2X Short ASTS ETF</a>(ASTN)下跌24.52%。该产品两倍做空卫星通信公司<a href=\"https://laohu8.com/S/ASTS\">AST SpaceMobile</a>,标的拉升拖累做空端表现。</p><p style=\"text-align: start;\"><strong>大盘指数ETF涨幅Top 5</strong></p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/EDC\">三倍做多MSCI新兴市场ETF-Direxion</a>(EDC)上涨10.85%。该产品三倍做多MSCI新兴市场指数,受成份市场同步反弹提振,净值显著走高。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/TNA\">罗素2000指数三倍做多ETF-Direxion</a>(TNA)上涨10.41%。该产品三倍做多罗素2000指数,中小盘普遍上行带动杠杆多头强势上涨。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/TQQQ\">纳指三倍做多ETF</a>(TQQQ)上涨10.00%。该产品三倍做多纳斯达克100指数,权重科技集体回暖放大了当日涨幅。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/UPRO\">三倍做多标普500ETF-ProShares</a>(UPRO)上涨8.61%。该产品三倍做多标普500指数,宽基回升推动杠杆产品同步攀升。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/YINN\">三倍做多富时中国ETF-Direxion</a>(YINN)上涨7.72%。该产品三倍做多富时中国指数,相关成份反弹抬升产品净值。</p><p style=\"text-align: start;\"><strong>大宗商品ETF涨幅Top 5</strong></p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AGQ\">2倍做多白银ETF-ProShares</a>(AGQ)上涨15.10%。该产品两倍做多白银价格,白银价格走高带动净值大幅上行。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/NUGT\">二倍做多黄金矿业指数ETF-Direxion</a>(NUGT)上涨14.02%。该产品两倍做多黄金矿业指数,金价坚挺提振矿企股,杠杆产品同步走强。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/DGP\">二倍做多黄金ETN(PowerShares)</a>(DGP)上涨9.12%。该产品两倍做多黄金价格,金价上涨推升ETN表现。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/GDXJ\">小型黄金矿业ETF(Market Vectors)</a>(GDXJ)上涨8.53%。该产品跟踪小型黄金矿业公司指数,受黄金相关股走强带动。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/SCO\">二倍做空彭博原油指数ETF</a>(SCO)上涨7.91%。该产品两倍做空彭博原油指数,国际油价走低助推反向产品上涨。</p><p style=\"text-align: start;\"><strong>行业指数ETF涨幅Top 5</strong></p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/SOXL\">三倍做多半导体ETF-Direxion Daily</a>(SOXL)上涨17.95%。该产品三倍做多半导体行业指数,芯片板块普遍反弹带来放大效应。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/FAS\">金融指数ETF-Direxion三倍做多罗素金融股</a>(FAS)上涨6.35%。该产品三倍做多罗素金融股指数,金融板块整体走高推升净值。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/SMH\">半导体指数ETF-HOLDRs</a>(SMH)上涨5.76%。该产品跟踪半导体行业指数,行业龙头回暖带动产品攀升。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/TAN\">太阳能ETF-Guggenheim</a>(TAN)上涨5.33%。该产品跟踪太阳能板块指数,相关成份走强推动产品上行。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/NLR\">核能指数ETF-Market Vectors</a>(NLR)上涨4.76%。该产品跟踪核能产业相关指数,板块企稳回升带动净值上涨。</p><p style=\"text-align: start;\"><strong>债券ETF涨幅Top 5</strong></p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/FCVT\">First Trust SSI Strategic Convertible Securities ETF</a>(FCVT)上涨2.83%。该产品聚焦可转债资产,权益市场上行背景下转债价格走高推升净值。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/CWB\">美国可转债ETF-SPDR Barclays</a>(CWB)上涨2.79%。该产品跟踪美国可转债市场,可转债价格走强带动产品上涨。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/ICVT\">iShares Convertible Bond ETF</a>(ICVT)上涨2.66%。该产品布局可转债资产,转债整体上行抬升基金表现。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/PCY\">新兴市场主权债ETF-PowerShares</a>(PCY)上涨1.26%。该产品跟踪新兴市场主权债券,相关债券价格走高推升净值。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/EBND\">SPDR Bloomberg Emerging Markets Local Bond ETF</a>(EBND)上涨1.23%。该产品跟踪新兴市场本币债券,债券价格上行带动产品上涨。</p><p style=\"text-align: start;\"><strong>总结</strong></p><p style=\"text-align: start;\">当日美股ETF整体风险偏好回升,科技成长与中小盘领涨,半导体与相关宽基杠杆多头表现突出,反向半导体及反向股指承压。大宗商品方面,黄金与白银多头继续走强,黄金矿业股同步上行,油价回落使油气做空工具受益。债券端可转债涨幅居前,新兴市场债券温和走高,市场结构呈现进攻性资产占优的格局。</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>ETF日报|2倍做多Firefly Aerospace ETF涨超41%;三倍做多半导体ETF涨近18%;成长与贵金属共振上行</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\">\nETF日报|2倍做多Firefly Aerospace ETF涨超41%;三倍做多半导体ETF涨近18%;成长与贵金属共振上行\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1049160818\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/763c65f60d6528ca40d55d35e5404057);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">ETF追踪 </p>\n<p class=\"h-time\">2026-04-01 17:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\"><strong>市场概览</strong></p><p style=\"text-align: start;\">美伊两国均释放了冲突缓和言论,美股周二全线收高,道琼斯指数上涨2.49%,纳斯达克指数上涨3.83%,标普500指数上涨2.91%。成长风格显著回暖,科技权重与中小盘共振上行,风险偏好回升带动主要指数同步走强。</p><p style=\"text-align: start;\">ETF层面,成长与科技相关多头全面修复,半导体与宽基杠杆产品领涨;贵金属链条延续强势,黄金与白银多头齐升,黄金矿业相关产品同步走高;油价回调下油气做空工具相对占优;反向股指与半导体空头承压,整体结构呈现进攻性回归的特征。</p><p style=\"text-align: start;\"><strong>美股ETF涨幅Top5</strong></p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/FLYT\">Tradr 2X Long FLY Daily ETF</a>(FLYT)上涨41.04%。该产品两倍做多航空航天公司<a href=\"https://laohu8.com/S/FLY\">Firefly Aerospace</a>,因底层公司股价上涨,杠杆机制放大当日涨幅。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/CRMX\">Tradr 2X Long CRML Daily ETF</a>(CRMX)上涨37.72%。该产品两倍做多稀土开发公司<a href=\"https://laohu8.com/S/CRML\">Critical Metals</a>,底层标的强势反弹,推升杠杆多头表现。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/CRMU\">Leverage Shares 2X Long CRML Daily ETF</a>(CRMU)上涨37.27%。该产品两倍做多Critical Metals,受标的股价走高影响,净值同步放大。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/APLX\">2倍做多APLD ETF-Tradr</a>(APLX)上涨31.06%。该产品两倍做多AI与数据中心基础设施公司<a href=\"https://laohu8.com/S/APLD\">Applied Digital</a>,标的走强带动产品大幅上行。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/BAIG\">2倍做多BBAI ETF-Leverage Shares</a>(BAIG)上涨29.78%。该产品两倍做多人工智能分析公司<a href=\"https://laohu8.com/S/BBAI\">BigBear.ai</a>,随标的拉升,杠杆效应推动涨幅扩大。</p><p style=\"text-align: start;\"><strong>美股ETF跌幅Top5</strong></p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/APLZ\">Tradr 2X Short APLD Daily ETF</a>(APLZ)下跌31.22%。该产品两倍做空Applied Digital,因底层公司股价上涨,反向杠杆产品当日大幅回落。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/BEZ\">Tradr 2X Short BE Daily ETF</a>(BEZ)下跌26.33%。该产品两倍做空燃料电池公司<a href=\"https://laohu8.com/S/BE\">Bloom Energy</a>,标的强势上行导致空头杠杆净值显著回撤。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/NBIZ\">Tradr 2X Short NBIS Daily ETF</a>(NBIZ)下跌25.16%。该产品两倍做空AI云服务商<a href=\"https://laohu8.com/S/NBIS\">Nebius</a>,标的上涨令反向产品承压下行。</p><blockquote><p>Nebius宣布将在芬兰拉彭兰塔建设一座新的AI数据中心,容量高达310兆瓦,项目估值预计超过100亿美元,建成后将成为欧洲最大的数据中心之一,计划于2027年开始提供服务。此举旨在满足市场对人工智能算力不断增长的需求,并进一步拓展其在欧洲的业务版图。</p></blockquote><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/CORD\">T-REX 2X INVERSE CRWV DAILY TARGET ETF</a>(CORD)下跌24.53%。该产品两倍做空AI云端运算企业<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>,标的走强引发反向净值回撤。</p><blockquote><p>CoreWeave周二涨超12%,公司宣布完成具有里程碑意义的85亿美元融资安排,用于为其云计算能力的扩张提供资金。</p></blockquote><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/ASTN\">Defiance Daily Target 2X Short ASTS ETF</a>(ASTN)下跌24.52%。该产品两倍做空卫星通信公司<a href=\"https://laohu8.com/S/ASTS\">AST SpaceMobile</a>,标的拉升拖累做空端表现。</p><p style=\"text-align: start;\"><strong>大盘指数ETF涨幅Top 5</strong></p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/EDC\">三倍做多MSCI新兴市场ETF-Direxion</a>(EDC)上涨10.85%。该产品三倍做多MSCI新兴市场指数,受成份市场同步反弹提振,净值显著走高。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/TNA\">罗素2000指数三倍做多ETF-Direxion</a>(TNA)上涨10.41%。该产品三倍做多罗素2000指数,中小盘普遍上行带动杠杆多头强势上涨。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/TQQQ\">纳指三倍做多ETF</a>(TQQQ)上涨10.00%。该产品三倍做多纳斯达克100指数,权重科技集体回暖放大了当日涨幅。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/UPRO\">三倍做多标普500ETF-ProShares</a>(UPRO)上涨8.61%。该产品三倍做多标普500指数,宽基回升推动杠杆产品同步攀升。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/YINN\">三倍做多富时中国ETF-Direxion</a>(YINN)上涨7.72%。该产品三倍做多富时中国指数,相关成份反弹抬升产品净值。</p><p style=\"text-align: start;\"><strong>大宗商品ETF涨幅Top 5</strong></p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AGQ\">2倍做多白银ETF-ProShares</a>(AGQ)上涨15.10%。该产品两倍做多白银价格,白银价格走高带动净值大幅上行。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/NUGT\">二倍做多黄金矿业指数ETF-Direxion</a>(NUGT)上涨14.02%。该产品两倍做多黄金矿业指数,金价坚挺提振矿企股,杠杆产品同步走强。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/DGP\">二倍做多黄金ETN(PowerShares)</a>(DGP)上涨9.12%。该产品两倍做多黄金价格,金价上涨推升ETN表现。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/GDXJ\">小型黄金矿业ETF(Market Vectors)</a>(GDXJ)上涨8.53%。该产品跟踪小型黄金矿业公司指数,受黄金相关股走强带动。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/SCO\">二倍做空彭博原油指数ETF</a>(SCO)上涨7.91%。该产品两倍做空彭博原油指数,国际油价走低助推反向产品上涨。</p><p style=\"text-align: start;\"><strong>行业指数ETF涨幅Top 5</strong></p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/SOXL\">三倍做多半导体ETF-Direxion Daily</a>(SOXL)上涨17.95%。该产品三倍做多半导体行业指数,芯片板块普遍反弹带来放大效应。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/FAS\">金融指数ETF-Direxion三倍做多罗素金融股</a>(FAS)上涨6.35%。该产品三倍做多罗素金融股指数,金融板块整体走高推升净值。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/SMH\">半导体指数ETF-HOLDRs</a>(SMH)上涨5.76%。该产品跟踪半导体行业指数,行业龙头回暖带动产品攀升。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/TAN\">太阳能ETF-Guggenheim</a>(TAN)上涨5.33%。该产品跟踪太阳能板块指数,相关成份走强推动产品上行。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/NLR\">核能指数ETF-Market Vectors</a>(NLR)上涨4.76%。该产品跟踪核能产业相关指数,板块企稳回升带动净值上涨。</p><p style=\"text-align: start;\"><strong>债券ETF涨幅Top 5</strong></p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/FCVT\">First Trust SSI Strategic Convertible Securities ETF</a>(FCVT)上涨2.83%。该产品聚焦可转债资产,权益市场上行背景下转债价格走高推升净值。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/CWB\">美国可转债ETF-SPDR Barclays</a>(CWB)上涨2.79%。该产品跟踪美国可转债市场,可转债价格走强带动产品上涨。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/ICVT\">iShares Convertible Bond ETF</a>(ICVT)上涨2.66%。该产品布局可转债资产,转债整体上行抬升基金表现。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/PCY\">新兴市场主权债ETF-PowerShares</a>(PCY)上涨1.26%。该产品跟踪新兴市场主权债券,相关债券价格走高推升净值。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/EBND\">SPDR Bloomberg Emerging Markets Local Bond ETF</a>(EBND)上涨1.23%。该产品跟踪新兴市场本币债券,债券价格上行带动产品上涨。</p><p style=\"text-align: start;\"><strong>总结</strong></p><p style=\"text-align: start;\">当日美股ETF整体风险偏好回升,科技成长与中小盘领涨,半导体与相关宽基杠杆多头表现突出,反向半导体及反向股指承压。大宗商品方面,黄金与白银多头继续走强,黄金矿业股同步上行,油价回落使油气做空工具受益。债券端可转债涨幅居前,新兴市场债券温和走高,市场结构呈现进攻性资产占优的格局。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8fd5271ba4885dabd7633b23dfb3304b","relate_stocks":{"TQQQ":"纳指三倍做多ETF","EBND":"SPDR Bloomberg Emerging Markets Local Bond ETF","FLYT":"Tradr 2X Long FLY Daily ETF","APLX":"2倍做多APLD ETF-Tradr","BBAI":"BigBear.ai Holdings","AGQ":"2倍做多白银ETF-ProShares","CRML":"CRITICAL METALS CORPORATION","YINN":"三倍做多富时中国ETF-Direxion","FLY":"Firefly Aerospace Inc.","EDC":"三倍做多MSCI新兴市场ETF-Direxion","UPRO":"三倍做多标普500ETF-ProShares","CRMU":"Leverage Shares 2X Long CRML Daily ETF","APLZ":"Tradr 2X Short APLD Daily ETF","PCY":"新兴市场主权债ETF-PowerShares","NLR":"核能指数ETF-Market Vectors","SMH":"半导体指数ETF-HOLDRs","CRMX":"Tradr 2X Long CRML Daily ETF","NBIS":"NEBIUS","FCVT":"First Trust SSI Strategic Convertible Securities ETF","DGP":"二倍做多黄金ETN(PowerShares)","NUGT":"二倍做多黄金矿业指数ETF-Direxion","APLD":"APPLIED DIGITAL CORP","SOXL":"三倍做多半导体ETF-Direxion Daily","NBIZ":"Tradr 2X Short NBIS Daily ETF","ASTS":"AST SpaceMobile, Inc.","CWB":"美国可转债ETF-SPDR Barclays","BAIG":"2倍做多BBAI ETF-Leverage Shares","BE":"Bloom Energy Corp","SCO":"二倍做空彭博原油指数ETF","GDXJ":"小型黄金矿业ETF(Market Vectors)","ICVT":"iShares Convertible Bond ETF","CORD":"T-REX 2X INVERSE CRWV DAILY TARGET ETF","CRWD":"CrowdStrike Holdings, Inc.","ASTN":"Defiance Daily Target 2X Short ASTS ETF","TAN":"太阳能ETF-Guggenheim","TNA":"罗素2000指数三倍做多ETF-Direxion","FAS":"金融指数ETF-Direxion三倍做多罗素金融股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173136274","content_text":"市场概览美伊两国均释放了冲突缓和言论,美股周二全线收高,道琼斯指数上涨2.49%,纳斯达克指数上涨3.83%,标普500指数上涨2.91%。成长风格显著回暖,科技权重与中小盘共振上行,风险偏好回升带动主要指数同步走强。ETF层面,成长与科技相关多头全面修复,半导体与宽基杠杆产品领涨;贵金属链条延续强势,黄金与白银多头齐升,黄金矿业相关产品同步走高;油价回调下油气做空工具相对占优;反向股指与半导体空头承压,整体结构呈现进攻性回归的特征。美股ETF涨幅Top5Tradr 2X Long FLY Daily ETF(FLYT)上涨41.04%。该产品两倍做多航空航天公司Firefly Aerospace,因底层公司股价上涨,杠杆机制放大当日涨幅。Tradr 2X Long CRML Daily ETF(CRMX)上涨37.72%。该产品两倍做多稀土开发公司Critical Metals,底层标的强势反弹,推升杠杆多头表现。Leverage Shares 2X Long CRML Daily ETF(CRMU)上涨37.27%。该产品两倍做多Critical Metals,受标的股价走高影响,净值同步放大。2倍做多APLD ETF-Tradr(APLX)上涨31.06%。该产品两倍做多AI与数据中心基础设施公司Applied Digital,标的走强带动产品大幅上行。2倍做多BBAI ETF-Leverage Shares(BAIG)上涨29.78%。该产品两倍做多人工智能分析公司BigBear.ai,随标的拉升,杠杆效应推动涨幅扩大。美股ETF跌幅Top5Tradr 2X Short APLD Daily ETF(APLZ)下跌31.22%。该产品两倍做空Applied Digital,因底层公司股价上涨,反向杠杆产品当日大幅回落。Tradr 2X Short BE Daily ETF(BEZ)下跌26.33%。该产品两倍做空燃料电池公司Bloom Energy,标的强势上行导致空头杠杆净值显著回撤。Tradr 2X Short NBIS Daily ETF(NBIZ)下跌25.16%。该产品两倍做空AI云服务商Nebius,标的上涨令反向产品承压下行。Nebius宣布将在芬兰拉彭兰塔建设一座新的AI数据中心,容量高达310兆瓦,项目估值预计超过100亿美元,建成后将成为欧洲最大的数据中心之一,计划于2027年开始提供服务。此举旨在满足市场对人工智能算力不断增长的需求,并进一步拓展其在欧洲的业务版图。T-REX 2X INVERSE CRWV DAILY TARGET ETF(CORD)下跌24.53%。该产品两倍做空AI云端运算企业CoreWeave,标的走强引发反向净值回撤。CoreWeave周二涨超12%,公司宣布完成具有里程碑意义的85亿美元融资安排,用于为其云计算能力的扩张提供资金。Defiance Daily Target 2X Short ASTS ETF(ASTN)下跌24.52%。该产品两倍做空卫星通信公司AST SpaceMobile,标的拉升拖累做空端表现。大盘指数ETF涨幅Top 5三倍做多MSCI新兴市场ETF-Direxion(EDC)上涨10.85%。该产品三倍做多MSCI新兴市场指数,受成份市场同步反弹提振,净值显著走高。罗素2000指数三倍做多ETF-Direxion(TNA)上涨10.41%。该产品三倍做多罗素2000指数,中小盘普遍上行带动杠杆多头强势上涨。纳指三倍做多ETF(TQQQ)上涨10.00%。该产品三倍做多纳斯达克100指数,权重科技集体回暖放大了当日涨幅。三倍做多标普500ETF-ProShares(UPRO)上涨8.61%。该产品三倍做多标普500指数,宽基回升推动杠杆产品同步攀升。三倍做多富时中国ETF-Direxion(YINN)上涨7.72%。该产品三倍做多富时中国指数,相关成份反弹抬升产品净值。大宗商品ETF涨幅Top 52倍做多白银ETF-ProShares(AGQ)上涨15.10%。该产品两倍做多白银价格,白银价格走高带动净值大幅上行。二倍做多黄金矿业指数ETF-Direxion(NUGT)上涨14.02%。该产品两倍做多黄金矿业指数,金价坚挺提振矿企股,杠杆产品同步走强。二倍做多黄金ETN(PowerShares)(DGP)上涨9.12%。该产品两倍做多黄金价格,金价上涨推升ETN表现。小型黄金矿业ETF(Market Vectors)(GDXJ)上涨8.53%。该产品跟踪小型黄金矿业公司指数,受黄金相关股走强带动。二倍做空彭博原油指数ETF(SCO)上涨7.91%。该产品两倍做空彭博原油指数,国际油价走低助推反向产品上涨。行业指数ETF涨幅Top 5三倍做多半导体ETF-Direxion Daily(SOXL)上涨17.95%。该产品三倍做多半导体行业指数,芯片板块普遍反弹带来放大效应。金融指数ETF-Direxion三倍做多罗素金融股(FAS)上涨6.35%。该产品三倍做多罗素金融股指数,金融板块整体走高推升净值。半导体指数ETF-HOLDRs(SMH)上涨5.76%。该产品跟踪半导体行业指数,行业龙头回暖带动产品攀升。太阳能ETF-Guggenheim(TAN)上涨5.33%。该产品跟踪太阳能板块指数,相关成份走强推动产品上行。核能指数ETF-Market Vectors(NLR)上涨4.76%。该产品跟踪核能产业相关指数,板块企稳回升带动净值上涨。债券ETF涨幅Top 5First Trust SSI Strategic Convertible Securities ETF(FCVT)上涨2.83%。该产品聚焦可转债资产,权益市场上行背景下转债价格走高推升净值。美国可转债ETF-SPDR Barclays(CWB)上涨2.79%。该产品跟踪美国可转债市场,可转债价格走强带动产品上涨。iShares Convertible Bond ETF(ICVT)上涨2.66%。该产品布局可转债资产,转债整体上行抬升基金表现。新兴市场主权债ETF-PowerShares(PCY)上涨1.26%。该产品跟踪新兴市场主权债券,相关债券价格走高推升净值。SPDR Bloomberg Emerging Markets Local Bond ETF(EBND)上涨1.23%。该产品跟踪新兴市场本币债券,债券价格上行带动产品上涨。总结当日美股ETF整体风险偏好回升,科技成长与中小盘领涨,半导体与相关宽基杠杆多头表现突出,反向半导体及反向股指承压。大宗商品方面,黄金与白银多头继续走强,黄金矿业股同步上行,油价回落使油气做空工具受益。债券端可转债涨幅居前,新兴市场债券温和走高,市场结构呈现进攻性资产占优的格局。","news_type":1,"symbols_score_info":{"TNA":2,"FLY":2,"CWB":2,"SMH":2,"BAIG":2,"BBAI":2,"CRMX":2,"NBIS":2,"EDC":2,"FCVT":2,"NLR":2,"TQQQ":2,"YINN":2,"DGP":2,"EBND":2,"FAS":2,"FLYT":2.1,"APLZ":2,"PCY":2,"AGQ":2.1,"NUGT":2,"ICVT":2,"ASTN":2,"CORD":2,"APLX":2,"APLD":2,"NBIZ":2,"UPRO":2,"SOXL":2.1,"SCO":2,"TAN":2,"ASTS":2,"CRML":2,"CRMU":2,"CRWD":2,"GDXJ":2,"BE":2}},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548640902715096,"gmtCreate":1774969084835,"gmtModify":1774969087176,"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/548640902715096","repostId":"1118428330","repostType":2,"repost":{"id":"1118428330","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":1774964164,"share":"https://www.laohu8.com/m/news/1118428330?lang=zh_CN&edition=full","pubTime":"2026-03-31 21:36","market":"us","language":"zh","title":"美股异动 | 房地美续涨12%,房利美续涨8%!二者昨日均大涨约50%","url":"https://stock-news.laohu8.com/highlight/detail?id=1118428330","media":"老虎资讯综合","summary":"3月31日,房地美盘初上涨12%,房利美上涨8%。二者昨日均大涨约50%。","content":"<html><head></head><body><p>3月31日,房地美盘初上涨12%,房利美上涨8%。二者昨日均大涨约50%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c9ae532b30b2276b76759754ae70a83\" title=\"\" tg-width=\"370\" tg-height=\"114\"/></p><p>消息面上,周末,亿万富翁投资者比尔·阿克曼在社交平台上表示:“房利美和房地美便宜得离谱,这是典型的不对称机会。它们可能上涨10倍,而且可能很快发生。”</p><p>他还表示:“全球一些最高质量的企业正以极低价格交易,现在是很长一段时间以来买入优质资产的最佳时机之一。”</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>美股异动 | 房地美续涨12%,房利美续涨8%!二者昨日均大涨约50%</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美股异动 | 房地美续涨12%,房利美续涨8%!二者昨日均大涨约50%\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\">2026-03-31 21:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月31日,房地美盘初上涨12%,房利美上涨8%。二者昨日均大涨约50%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c9ae532b30b2276b76759754ae70a83\" title=\"\" tg-width=\"370\" tg-height=\"114\"/></p><p>消息面上,周末,亿万富翁投资者比尔·阿克曼在社交平台上表示:“房利美和房地美便宜得离谱,这是典型的不对称机会。它们可能上涨10倍,而且可能很快发生。”</p><p>他还表示:“全球一些最高质量的企业正以极低价格交易,现在是很长一段时间以来买入优质资产的最佳时机之一。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7aa2149ef8a80f77e2806ac3e2644925","relate_stocks":{"FNMA":"房利美","BK4229":"商业和住宅抵押贷款融资","BK4195":"互助储蓄与抵押信贷金融服务"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118428330","content_text":"3月31日,房地美盘初上涨12%,房利美上涨8%。二者昨日均大涨约50%。消息面上,周末,亿万富翁投资者比尔·阿克曼在社交平台上表示:“房利美和房地美便宜得离谱,这是典型的不对称机会。它们可能上涨10倍,而且可能很快发生。”他还表示:“全球一些最高质量的企业正以极低价格交易,现在是很长一段时间以来买入优质资产的最佳时机之一。”","news_type":1,"symbols_score_info":{"FNMA":1.5}},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548640539943640,"gmtCreate":1774968927887,"gmtModify":1774968929981,"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/548640539943640","repostId":"1112997972","repostType":2,"repost":{"id":"1112997972","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":1774966703,"share":"https://www.laohu8.com/m/news/1112997972?lang=zh_CN&edition=full","pubTime":"2026-03-31 22:18","market":"us","language":"zh","title":"美股异动 | 铝业股续涨,世纪铝业涨超12%!中东局势影响供应预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1112997972","media":"老虎资讯综合","summary":"3月31日,铝业股续涨,世纪铝业涨近12%,美国铝业涨超5%。受中东战事冲击全球铝供应链影响,铝价本月涨幅有望创下近两年最高纪录,成为3月金属市场普跌格局中的罕见亮点。伊朗无人机与导弹已对巴林铝业及阿联酋全球铝业旗下设施造成打击,两家公司尚未披露具体损失情况,但市场对供需平衡的冲击已有广泛预期。与此同时,中国作为全球最大铝生产国,来自其他地区的订单明显增加,日本等市场的铝溢价也随之大幅攀升。","content":"<html><head></head><body><p>3月31日,铝业股续涨,<a href=\"https://laohu8.com/S/CENX\" title=\"世纪铝业\" class=\"\">世纪铝业</a>涨超12%,<a href=\"https://laohu8.com/S/AA\" title=\"美国铝业\" class=\"\">美国铝业</a>涨近6%。受中东战事冲击全球铝供应链影响,铝价本月涨幅有望创下近两年最高纪录,成为3月金属市场普跌格局中的罕见亮点。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1938b086f6465c2b80274b78d3f1dd63\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>伊朗无人机与导弹已对巴林铝业及阿联酋全球铝业旗下设施造成打击,两家公司尚未披露具体损失情况,但市场对供需平衡的冲击已有广泛预期。与此同时,中国作为全球最大铝生产国,来自其他地区的订单明显增加,日本等市场的铝溢价也随之大幅攀升。</p><h2 id=\"id_2200958421\" style=\"text-align: left;\">战事直击波斯湾铝业核心产区</h2><p style=\"text-align: left;\">中东地区是全球铝生产的重要集中地,波斯湾沿岸国家合计贡献约全球一成的原铝产量,且几乎全部用于出口。霍尔木兹海峡封闭后,这一出口通道被迫中断,令全球铝贸易流向骤然改变。</p><p style=\"text-align: left;\">据媒体报道,伊朗的无人机与导弹袭击已波及巴林铝业及EGA旗下生产设施。其中,EGA位于阿联酋的Al-Taweelah冶炼厂年产能达160万吨,是全球规模最大的单体铝冶炼设施之一。目前两家公司均未就受损程度作出明确说明,但市场对其长期产能的担忧情绪持续升温。</p><p style=\"text-align: left;\">巴林铝业已出现约20%的减产,阿联酋160万吨冶炼设施亦受 到波及。叠加欧洲、非洲等地此前持续存在的减产压力,全球潜在减产规模估计达每年150万至200万吨,供应收紧趋势短期内难以逆转。</p><h2 id=\"id_3094588784\" style=\"text-align: left;\">分析师警告:市场或从过剩转向大幅短缺</h2><p style=\"text-align: left;\">法国外贸银行(Natixis SA)分析师Bernard Dadhah在研究报告中指出,EGA的Al-Taweelah工厂可能面临长期停产,<strong>这将使全球铝市场从明年约20万吨的供应过剩,转变为约130万吨的供应短缺。他同时警告,若巴林铝业设施同样遭受长期损毁,供应缺口将进一步扩大。</strong></p><p style=\"text-align: left;\">这一潜在的供需逆转,是铝价在3月金属市场整体承压背景下逆势走强的核心逻辑。铜、锌、镍等基本金属3月均录得月度下跌,其中铜价月内跌幅逾8%,有望创下2022年6月以来最大单月跌幅,主要受战事推高能源成本及全球经济增长前景恶化拖累。铝则因其产区高度集中于冲突核心地带,所受直接冲击远超其他金属品种。</p><h2 id=\"id_2762613055\" style=\"text-align: left;\">需求支撑叠加供应收紧,铝价上行逻辑强化</h2><p style=\"text-align: left;\">在供应端承压的同时,需求端亦提供了有力支撑。基础设施建设及新能源领域对铝的刚性需求持续存在,为铝价上行提供了基本面依托。</p><p style=\"text-align: left;\">供应中断已在贸易层面引发连锁反应。日本等传统进口市场的铝溢价大幅攀升,买家转而加大对中国产品的采购力度。</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>美股异动 | 铝业股续涨,世纪铝业涨超12%!中东局势影响供应预期</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美股异动 | 铝业股续涨,世纪铝业涨超12%!中东局势影响供应预期\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\">2026-03-31 22:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月31日,铝业股续涨,<a href=\"https://laohu8.com/S/CENX\" title=\"世纪铝业\" class=\"\">世纪铝业</a>涨超12%,<a href=\"https://laohu8.com/S/AA\" title=\"美国铝业\" class=\"\">美国铝业</a>涨近6%。受中东战事冲击全球铝供应链影响,铝价本月涨幅有望创下近两年最高纪录,成为3月金属市场普跌格局中的罕见亮点。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1938b086f6465c2b80274b78d3f1dd63\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>伊朗无人机与导弹已对巴林铝业及阿联酋全球铝业旗下设施造成打击,两家公司尚未披露具体损失情况,但市场对供需平衡的冲击已有广泛预期。与此同时,中国作为全球最大铝生产国,来自其他地区的订单明显增加,日本等市场的铝溢价也随之大幅攀升。</p><h2 id=\"id_2200958421\" style=\"text-align: left;\">战事直击波斯湾铝业核心产区</h2><p style=\"text-align: left;\">中东地区是全球铝生产的重要集中地,波斯湾沿岸国家合计贡献约全球一成的原铝产量,且几乎全部用于出口。霍尔木兹海峡封闭后,这一出口通道被迫中断,令全球铝贸易流向骤然改变。</p><p style=\"text-align: left;\">据媒体报道,伊朗的无人机与导弹袭击已波及巴林铝业及EGA旗下生产设施。其中,EGA位于阿联酋的Al-Taweelah冶炼厂年产能达160万吨,是全球规模最大的单体铝冶炼设施之一。目前两家公司均未就受损程度作出明确说明,但市场对其长期产能的担忧情绪持续升温。</p><p style=\"text-align: left;\">巴林铝业已出现约20%的减产,阿联酋160万吨冶炼设施亦受 到波及。叠加欧洲、非洲等地此前持续存在的减产压力,全球潜在减产规模估计达每年150万至200万吨,供应收紧趋势短期内难以逆转。</p><h2 id=\"id_3094588784\" style=\"text-align: left;\">分析师警告:市场或从过剩转向大幅短缺</h2><p style=\"text-align: left;\">法国外贸银行(Natixis SA)分析师Bernard Dadhah在研究报告中指出,EGA的Al-Taweelah工厂可能面临长期停产,<strong>这将使全球铝市场从明年约20万吨的供应过剩,转变为约130万吨的供应短缺。他同时警告,若巴林铝业设施同样遭受长期损毁,供应缺口将进一步扩大。</strong></p><p style=\"text-align: left;\">这一潜在的供需逆转,是铝价在3月金属市场整体承压背景下逆势走强的核心逻辑。铜、锌、镍等基本金属3月均录得月度下跌,其中铜价月内跌幅逾8%,有望创下2022年6月以来最大单月跌幅,主要受战事推高能源成本及全球经济增长前景恶化拖累。铝则因其产区高度集中于冲突核心地带,所受直接冲击远超其他金属品种。</p><h2 id=\"id_2762613055\" style=\"text-align: left;\">需求支撑叠加供应收紧,铝价上行逻辑强化</h2><p style=\"text-align: left;\">在供应端承压的同时,需求端亦提供了有力支撑。基础设施建设及新能源领域对铝的刚性需求持续存在,为铝价上行提供了基本面依托。</p><p style=\"text-align: left;\">供应中断已在贸易层面引发连锁反应。日本等传统进口市场的铝溢价大幅攀升,买家转而加大对中国产品的采购力度。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/863d61b5f3598036a6a6e3e958be981f","relate_stocks":{"CENX":"世纪铝业"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112997972","content_text":"3月31日,铝业股续涨,世纪铝业涨超12%,美国铝业涨近6%。受中东战事冲击全球铝供应链影响,铝价本月涨幅有望创下近两年最高纪录,成为3月金属市场普跌格局中的罕见亮点。伊朗无人机与导弹已对巴林铝业及阿联酋全球铝业旗下设施造成打击,两家公司尚未披露具体损失情况,但市场对供需平衡的冲击已有广泛预期。与此同时,中国作为全球最大铝生产国,来自其他地区的订单明显增加,日本等市场的铝溢价也随之大幅攀升。战事直击波斯湾铝业核心产区中东地区是全球铝生产的重要集中地,波斯湾沿岸国家合计贡献约全球一成的原铝产量,且几乎全部用于出口。霍尔木兹海峡封闭后,这一出口通道被迫中断,令全球铝贸易流向骤然改变。据媒体报道,伊朗的无人机与导弹袭击已波及巴林铝业及EGA旗下生产设施。其中,EGA位于阿联酋的Al-Taweelah冶炼厂年产能达160万吨,是全球规模最大的单体铝冶炼设施之一。目前两家公司均未就受损程度作出明确说明,但市场对其长期产能的担忧情绪持续升温。巴林铝业已出现约20%的减产,阿联酋160万吨冶炼设施亦受 到波及。叠加欧洲、非洲等地此前持续存在的减产压力,全球潜在减产规模估计达每年150万至200万吨,供应收紧趋势短期内难以逆转。分析师警告:市场或从过剩转向大幅短缺法国外贸银行(Natixis SA)分析师Bernard Dadhah在研究报告中指出,EGA的Al-Taweelah工厂可能面临长期停产,这将使全球铝市场从明年约20万吨的供应过剩,转变为约130万吨的供应短缺。他同时警告,若巴林铝业设施同样遭受长期损毁,供应缺口将进一步扩大。这一潜在的供需逆转,是铝价在3月金属市场整体承压背景下逆势走强的核心逻辑。铜、锌、镍等基本金属3月均录得月度下跌,其中铜价月内跌幅逾8%,有望创下2022年6月以来最大单月跌幅,主要受战事推高能源成本及全球经济增长前景恶化拖累。铝则因其产区高度集中于冲突核心地带,所受直接冲击远超其他金属品种。需求支撑叠加供应收紧,铝价上行逻辑强化在供应端承压的同时,需求端亦提供了有力支撑。基础设施建设及新能源领域对铝的刚性需求持续存在,为铝价上行提供了基本面依托。供应中断已在贸易层面引发连锁反应。日本等传统进口市场的铝溢价大幅攀升,买家转而加大对中国产品的采购力度。","news_type":1,"symbols_score_info":{"CENX":2}},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548638099994024,"gmtCreate":1774968336917,"gmtModify":1774968339160,"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/548638099994024","repostId":"1120895256","repostType":2,"repost":{"id":"1120895256","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":1774968145,"share":"https://www.laohu8.com/m/news/1120895256?lang=zh_CN&edition=full","pubTime":"2026-03-31 22:42","market":"us","language":"zh","title":"伊朗称将打击中东地区与美高科技公司有关的企业,包括苹果、谷歌、特斯拉、微软等公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1120895256","media":"老虎资讯综合","summary":"伊朗伊斯兰革命卫队3月31日发布公告称,将中东地区与18家美国信息通信技术和人工智能企业有关的公司机构作为打击目标,包括惠普、苹果、谷歌、特斯拉、微软等公司。(新华社)","content":"<html><head></head><body><p>3月31日,伊朗伊斯兰革命卫队3月31日发布公告称,将中东地区与18家美国信息通信技术和人工智能企业有关的公司机构作为打击目标,包括<a href=\"https://laohu8.com/S/HPQ\">惠普</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>等公司。 (新华社)</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>伊朗称将打击中东地区与美高科技公司有关的企业,包括苹果、谷歌、特斯拉、微软等公司</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伊朗称将打击中东地区与美高科技公司有关的企业,包括苹果、谷歌、特斯拉、微软等公司\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\">2026-03-31 22:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月31日,伊朗伊斯兰革命卫队3月31日发布公告称,将中东地区与18家美国信息通信技术和人工智能企业有关的公司机构作为打击目标,包括<a href=\"https://laohu8.com/S/HPQ\">惠普</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>等公司。 (新华社)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/492921a71a46ed6d9ca9d4d0824455f2","relate_stocks":{"LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU0545562505.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","LU1582986359.USD":"M&G 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(irc)"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120895256","content_text":"3月31日,伊朗伊斯兰革命卫队3月31日发布公告称,将中东地区与18家美国信息通信技术和人工智能企业有关的公司机构作为打击目标,包括惠普、苹果、谷歌、特斯拉、微软等公司。 (新华社)","news_type":1,"symbols_score_info":{"AAPL":2,"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548602306625664,"gmtCreate":1774960747018,"gmtModify":1774960749334,"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/548602306625664","repostId":"2623458307","repostType":2,"repost":{"id":"2623458307","kind":"news","pubTimestamp":1774957258,"share":"https://www.laohu8.com/m/news/2623458307?lang=zh_CN&edition=full","pubTime":"2026-03-31 19:40","market":"us","language":"zh","title":"Nebius加码欧洲算力版图!“落子”芬兰打造超级数据中心","url":"https://stock-news.laohu8.com/highlight/detail?id=2623458307","media":"智通财经","summary":"智通财经APP获悉,云计算服务提供商$Nebius$周二宣布,随着人工智能算力需求不断增长,该公司正在推进其欧洲业务的快速扩张,并将在芬兰建设一座新的AI数据中心。该公司称,这座数据中心在投入运营后将成为欧洲最大的数据中心之一,预计将于2027年开始向客户提供初步服务。截至发稿,Nebius周二美股盘前涨超2%。值得一提的是,Nebius公布这一项目正值欧洲各地密集发布AI基础设施建设计划之际。","content":"<html><head></head><body><p>智通财经APP获悉,云计算服务提供商<a href=\"https://laohu8.com/S/NBIS\">Nebius</a>(NBIS.US)周二宣布,随着人工智能(AI)算力需求不断增长,该公司正在推进其欧洲业务的快速扩张,并将在芬兰建设一座新的AI数据中心。据悉,该数据中心位于芬兰拉彭兰塔(Lappeenranta),容量最高可达310兆瓦,项目估值预计超过100亿美元。该公司称,这座数据中心在投入运营后将成为欧洲最大的数据中心之一,预计将于2027年开始向客户提供初步服务。截至发稿,Nebius周二美股盘前涨超2%。</p><p>Nebius首席执行官阿尔卡迪·沃洛日(Arkady Volozh)在一份声明中表示:“我们在芬兰建设已有多年,很高兴能在这里扩大我们的存在。拉彭兰塔是我们全球人工智能基础设施建设的重要补充,并将为实现我们的容量目标做出重大贡献。”</p><p>Nebius最近与<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)和<a href=\"https://laohu8.com/S/META\">Meta</a>(META.US)签署了总额超过400亿美元的供应合同。该公司表示,新数据中心将用于训练AI模型并运行AI应用程序,不会绑定任何单一客户。</p><p>芬兰开发商Polarnode已在拉彭兰塔建设该数据中心。Polarnode首席执行官表示,该数据中心是芬兰迄今规模最大的基础设施项目之一,并将支持欧洲的数据主权。</p><p>芬兰被认为是建设数据中心的<a href=\"https://laohu8.com/S/LI\">理想</a>地点,因为其较低的能源价格、可再生电力供应以及寒冷气候有助于降低冷却成本。Nebius认为,拉彭兰塔具备所有关键条件,例如土地可快速获得以及充足的电网容量。</p><p>位于拉彭兰塔的这一设施将成为Nebius在美国以外规模最大的项目,超过其今年2月宣布的位于法国里尔(Lille)附近的240兆瓦项目。其目前在欧洲投入运营的最大设施同样位于芬兰,即位于曼采莱(Mäntsälä)的一座设施,容量为75兆瓦。</p><p>值得一提的是,Nebius公布这一项目正值欧洲各地密集发布AI基础设施建设计划之际。法国AI初创公司Mistral AI周一表示,其已获得8.3亿美元债务融资,用于运营位于法国巴黎附近的一座数据中心。这一进展紧随该公司今年2月宣布的一项12亿欧元(约合13.8亿美元)计划之后,该计划旨在在瑞典建设数据中心和算力设施。英国初创公司Nscale本月早些时候宣布,已以146亿美元的估值筹集了20亿美元,并计划在英国本土以及欧洲和美国开发AI数据中心。</p><p>与此同时,2025年,MGX、Bpifrance、Mistral和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>公布了在法国建设1.4吉瓦AI园区的计划。<a href=\"https://laohu8.com/S/BRKR\">布鲁克</a>菲尔德也表示将投资至多99亿美元在瑞典建设一座AI数据中心。OpenAI去年表示,将与Nscale合作,在挪威建设一座类似“星际之门”的AI数据中心。</p><p>不过,尽管欧洲AI算力投资承诺密集出台,该地区在基础设施建设方面仍面临严峻挑战。欧洲能源价格高于美国,而且项目在接入电网或获取替代能源方面也面临困难。</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>Nebius加码欧洲算力版图!“落子”芬兰打造超级数据中心</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\">\nNebius加码欧洲算力版图!“落子”芬兰打造超级数据中心\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-31 19:40 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1423138.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,云计算服务提供商Nebius(NBIS.US)周二宣布,随着人工智能(AI)算力需求不断增长,该公司正在推进其欧洲业务的快速扩张,并将在芬兰建设一座新的AI数据中心。据悉,该数据中心位于芬兰拉彭兰塔(Lappeenranta),容量最高可达310兆瓦,项目估值预计超过100亿美元。该公司称,这座数据中心在投入运营后将成为欧洲最大的数据中心之一,预计将于2027年开始向客户提供...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1423138.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/0f4c1254c05f1ab130fc99aa794151fe","relate_stocks":{"BK4077":"互动媒体与服务","NBIZ":"Tradr 2X Short NBIS Daily ETF","LU0329931090.USD":"HSBC GIF RUSSIA EQUITY \"AC\" ACC","LU0531971165.HKD":"HSBC GIF RUSSIA EQUITY \"AD\" (HKD) INC","NEBX":"2倍做多NBIS ETF-Tradr","NBIG":"Leverage Shares 2X Long NBIS Daily ETF","BK4609":"英伟达持仓股","LU0823431647.USD":"BNP PARIBAS RUSSIA EQUITY \"CLASSIC\" (USD) INC","BK4097":"系统软件","LU0823431563.USD":"BNP PARIBAS RUSSIA EQUITY \"C\" (USD) ACC","LU0950373646.USD":"BNP PARIBAS RUSSIA EQUITY \"C\" (USD) INC","LU0329931173.USD":"HSBC GIF RUSSIA EQUITY \"AD\" (USD) INC","NBIL":"GraniteShares 2x Long NBIS Daily ETF","NBIS":"NEBIUS"},"source_url":"http://www.zhitongcaijing.com/content/detail/1423138.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2623458307","content_text":"智通财经APP获悉,云计算服务提供商Nebius(NBIS.US)周二宣布,随着人工智能(AI)算力需求不断增长,该公司正在推进其欧洲业务的快速扩张,并将在芬兰建设一座新的AI数据中心。据悉,该数据中心位于芬兰拉彭兰塔(Lappeenranta),容量最高可达310兆瓦,项目估值预计超过100亿美元。该公司称,这座数据中心在投入运营后将成为欧洲最大的数据中心之一,预计将于2027年开始向客户提供初步服务。截至发稿,Nebius周二美股盘前涨超2%。Nebius首席执行官阿尔卡迪·沃洛日(Arkady Volozh)在一份声明中表示:“我们在芬兰建设已有多年,很高兴能在这里扩大我们的存在。拉彭兰塔是我们全球人工智能基础设施建设的重要补充,并将为实现我们的容量目标做出重大贡献。”Nebius最近与微软(MSFT.US)和Meta(META.US)签署了总额超过400亿美元的供应合同。该公司表示,新数据中心将用于训练AI模型并运行AI应用程序,不会绑定任何单一客户。芬兰开发商Polarnode已在拉彭兰塔建设该数据中心。Polarnode首席执行官表示,该数据中心是芬兰迄今规模最大的基础设施项目之一,并将支持欧洲的数据主权。芬兰被认为是建设数据中心的理想地点,因为其较低的能源价格、可再生电力供应以及寒冷气候有助于降低冷却成本。Nebius认为,拉彭兰塔具备所有关键条件,例如土地可快速获得以及充足的电网容量。位于拉彭兰塔的这一设施将成为Nebius在美国以外规模最大的项目,超过其今年2月宣布的位于法国里尔(Lille)附近的240兆瓦项目。其目前在欧洲投入运营的最大设施同样位于芬兰,即位于曼采莱(Mäntsälä)的一座设施,容量为75兆瓦。值得一提的是,Nebius公布这一项目正值欧洲各地密集发布AI基础设施建设计划之际。法国AI初创公司Mistral AI周一表示,其已获得8.3亿美元债务融资,用于运营位于法国巴黎附近的一座数据中心。这一进展紧随该公司今年2月宣布的一项12亿欧元(约合13.8亿美元)计划之后,该计划旨在在瑞典建设数据中心和算力设施。英国初创公司Nscale本月早些时候宣布,已以146亿美元的估值筹集了20亿美元,并计划在英国本土以及欧洲和美国开发AI数据中心。与此同时,2025年,MGX、Bpifrance、Mistral和英伟达公布了在法国建设1.4吉瓦AI园区的计划。布鲁克菲尔德也表示将投资至多99亿美元在瑞典建设一座AI数据中心。OpenAI去年表示,将与Nscale合作,在挪威建设一座类似“星际之门”的AI数据中心。不过,尽管欧洲AI算力投资承诺密集出台,该地区在基础设施建设方面仍面临严峻挑战。欧洲能源价格高于美国,而且项目在接入电网或获取替代能源方面也面临困难。","news_type":1,"symbols_score_info":{"NBIG":0.6,"NBIS":1.96,"NEBX":0.6,"NBIZ":0.6,"NBIL":0.6}},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548536836542888,"gmtCreate":1774932851173,"gmtModify":1774932853651,"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/548536836542888","repostId":"2623371559","repostType":2,"repost":{"id":"2623371559","kind":"news","pubTimestamp":1774931758,"share":"https://www.laohu8.com/m/news/2623371559?lang=zh_CN&edition=full","pubTime":"2026-03-31 12:35","market":"us","language":"zh","title":"战火错杀后的最强修复线浮现!英伟达领衔的“AI算力天团”蓄势猛攻","url":"https://stock-news.laohu8.com/highlight/detail?id=2623371559","media":"智通财经","summary":"而在涵盖广义上的芯片类股票板块中又当属英伟达、博通所主导的业绩增长前景最为乐观的“与AI算力基础设施密切相关联的芯片板块”这一细分领域对于市场反弹逻辑最为敏感且反应最为迅速、反弹幅度最为猛烈。谈到英伟达时,Schafer表示,Grace Blackwell和Vera Rubin架构的AI服务器机柜今年的数量保守预计可能会超过75,000个。另外,Schafer认为,今年PC市场规模预计将下滑11%,不过价格更高的AI PC可能会抵消部分PC销量疲软态势。","content":"<html><head></head><body><p>3月31日,华尔街金融巨头Oppenheimer近日发布研报称,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)、<a href=\"https://laohu8.com/S/AVGO\">博通</a>(AVGO.US)、<a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a>(MPWR.US)以及<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>(MRVL.US)仍然是该投资机构在全球半导体领域的首选股票。这家华尔街金融巨头援引“业绩确定性+高贝塔属性”的超跌反弹逻辑,以及持续全球不断扩张的人工智能支出作为长期看好这些首选半导体股票的核心依据。</p><p>近日多位华尔街资深分析师表示,在全球股票市场进入超跌反弹窗口、或者中东地缘政治局势出现明确缓和信号时,常年来具备跑赢大盘属性且绝大多数乃被市场错杀的芯片股大概率会成为引领市场反攻与估值修复行情的最核心力量之一,甚至很可能就是“科技股风向标”纳斯达克100指数大举反弹的最核心主引擎,但前提是国际油价与长端国债曲线收益率同步回落。背后的核心逻辑主要在于,高贝塔芯片股对“地缘缓和—油价回落—利率压力减轻”的链条最敏感,因此一旦风险偏好修复,它们往往也最先且最强劲反弹。</p><p>而在涵盖广义上的芯片类股票板块中又当属英伟达、<a href=\"https://laohu8.com/S/600455\">博通</a>所主导的业绩增长前景最为乐观的“与AI算力基础设施密切相关联的芯片板块”这一细分领域对于市场反弹逻辑最为敏感且反应最为迅速、反弹幅度最为猛烈。也就是说在在“风险缓和型反弹”场景下,与AI算力相关联的芯片股票,大概率是市场最核心的进攻看涨方向之一。</p><p>在过去一年跑赢96%股票投资同行的新兴市场股票基金Robeco Emerging Stars Equities的掌舵者Jan de Bruijn近日表示,聚焦于人工智能的高性能与高端先进制程的芯片股为应对伊朗战争持久化前景提供了最佳风险对冲工具。这位基金经理表示,基金中40%风险敞口基本集中于存储芯片以及前沿的先进制程芯片主题,与人工智能密切相关的芯片巨头们即使在经济下行或者全球金融市场剧烈波动行情中也将保有强劲的定价权与基本面扩张潜力。</p><p>当模型规模、推理链路与多模态/代理式Agentic AI工作负载推动算力资源消耗呈指数型外扩时,科技巨头们的资本开支主线愈发倾向于向AI算力需求井喷之下的AI算力基础设施集中,全球投资者们更是将围绕英伟达、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>TPU集群与<a href=\"https://laohu8.com/S/AMD\">AMD</a>的新品迭代与AI算力集群交付预期的“AI牛市叙事”,继续锚定为全球股市中最具确定性的景气投资叙事之一,同时也意味着电力、液冷散热系统、光互连供应链等与AI训练/推理密切相关的投资主题将跟随英伟达、AMD以及博通、<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/MU\">美光</a>等AI算力领军者们在中东地缘政治局势面临不确定性之际,仍继续位列股票市场最火热投资阵营。</p><p>根据机构汇编的最新分析师预期,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>连同<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>母公司Alphabet、Facebook母公司<a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc.,以及<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>公司和<a href=\"https://laohu8.com/S/MSFT\">微软</a>,预计将在2026年的累计人工智能相关资本支出达到大约6500亿美元,还有一些分析师认为整体支出可能超过7000亿美元——意味着同比AI资本开支增幅可能超过70%。值得注意的是,上述的这五大美国超级科技巨头,预计将在2023年至2026年间,为打造无比庞大的AI算力基础设施累计投入约1.5万亿美元;相比之下,这些科技巨头们在2022年之前的整个历史统计期间累计投资约6000亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81b67e67c6ea15a9484fda22203b4b2c\" tg-width=\"916\" tg-height=\"681\"/></p><p>在华尔街巨头<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、花旗、Loop Capital以及Wedbush看来,以AI算力硬件为核心的全球人工智能基础设施投资浪潮远远未完结,现在仅仅处于开端,在前所未有的“AI推理端算力需求风暴”推动之下,持续至2030年的这一轮全球整体AI基础设施投资浪潮规模有望高达3万亿至4万亿美元。</p><p>AI军备竞赛火力全开! Oppenheimer长期锁定四大芯片股王者</p><p>“上周我们走访了亚洲半导体供应链中的多家公司,”来自Oppenheimer的分析师Rick Schafer在发给客户的一份报告中写道。“AI算力军备竞赛仍在全速推进,云服务提供商们的AI算力基础设施需求可谓毫无约束,并且远远超过供应,这种情况料将一直持续到2027年之后。与AI算力基础设施相关的供应紧张横跨多个维度,其中最明显的是先进晶圆制造、先进封装和以及高端HBM存储系统。交货周期仍然被持续拉长。随着近乎无止境的AI需求猛烈吸收供应,与AI算力基础设施相关联的芯片价格正普遍上涨,并且很可能会转嫁给更多大客户们。”</p><p>因此,分析师Schafer表示,他偏好那些能够提供“结构性强劲增长,从而在整个周期中实现大幅跑赢表现”的芯片公司。进一步来看,分析师Schafer表示,聚焦于AI的专用集成电路(即AI ASIC)仍在持续放量,其中以谷歌主导的张量处理单元(即TPUAI算力芯片集群)为引领势力。他还指出,为支持大语言模型参数的增长趋势,“有多个大型项目”正在不断增加,同时相关市场参与度也在持续提升。</p><p>Schafer表示,如今宣布拿下的诸多订单,可能要到2028年年中才会开始产生实际营收。这是由于英伟达AI GPU算力机柜以及谷歌主导的AI ASIC机柜连接系统所带来的一系列难题与挑战,以及数据中心内部高速连接的其他问题,包括传统架构与新架构之间的差异。</p><p>谈到英伟达时,Schafer表示,Grace Blackwell和Vera Rubin架构的AI服务器机柜今年的数量保守预计可能会超过75,000个。他还预计,相较于Grace Blackwell,Vera Rubin的平均售价将高出50%或更多,每个AI算力机柜单元的保守出售价格可能接近700万美元。</p><p>此外,Schafer补充称,与Grace Blackwell 200或者更加先进的GB300系列相比,Vera Rubin对电源管理系统的要求更高(最高可达前者的五倍),这可能会让Monolithic Power持续且大规模受益。英伟达、博通以及迈<a href=\"https://laohu8.com/S/002058\">威尔</a>科技则堪称是全球AI算力基础设施军备竞赛的三位最大AI算力赢家,尤其是近期英伟达估值已压缩至接近甚至低于<a href=\"https://laohu8.com/S/161125\">标普500</a>指数水平,相比于其他芯片股具备更加强修复弹性。</p><p>此次Oppenheimer调研与走访的其他结论还包括:服务器CPU短缺并未显著冲击传统服务器增长;云计算服务提供商们和英伟达在可能的情况下仍然偏好铜缆技术基准的互连,但在“某些必要场景时”会坚定使用共封装光学(CPO);由谷歌引领的云巨头则正在广泛采用有源铜缆。</p><p>Schafer还观察到了存储芯片短缺带来的一系列影响,他指出,智能手机和PC市场受到的负面冲击最大。</p><p>分析师Schafer表示,尽管市场普遍预期智能手机市场将“整体下滑”,但低端和中端市场可谓“首当其冲”,其中中国手机出货量下滑近20%。相反,在存储价格持续上涨之际,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)旗下旗舰智能手机的表现“更具韧性”。另外,Schafer认为,今年PC市场规模预计将下滑11%,不过价格更高的AI PC可能会抵消部分PC销量疲软态势。</p><p>AI代理超级大浪潮来势汹汹! 推动AI算力需求持续井喷式扩张</p><p>随着聚焦代理式AI工作流的Agent AI/Agentic AI站上数字世界“C位”,2026年或成AI代理爆发元年,这也意味着全球范围AI算力基础设施需求将持续呈现井喷式扩张态势。</p><p>Anthropic的Claude Cowork,以及OpenClaw这类可自主执行任务的AI代理在2026年集中爆发并不偶然,本质上是“模型能力、工具协议、开发框架、推理成本、终端上下文能力”五条曲线第一次同时交汇。在AI应用层,AI代理很可能会成为最主导的商业接口,因为它把“智能”直接转化成“行动”,也意味着AI开始从“会回答”推进到“会执行、会协同、会完成极度复杂的多步骤任务”。</p><p>企业们对于提高效率和降低运营成本的迫切需求,在近期可谓极大力度推进AI应用软件两大核心类别——生成式AI应用与AI智能体的广泛应用。其中,AI智能体极有可能是未来十多年的AI应用终极大趋势,AI智能体的出现,意味着人工智能开始从信息辅助工具演变为高度智能化的生产力工具。MarketsandMarkets最新研究显示,到2030年AI智能体市场规模有望高达530亿美元,意味着从2025年开启的年复合增速(CAGR)高达46%。</p><p>Omdia最新研究显示,2026 年全球半导体行业营收有望猛增超30%,首次突破1万亿美元的历史级别里程碑,并且押注这种强劲增长主要由持续井喷式扩张的AI 训练/推理算力需求强劲拉动的数据中心存储芯片、AI GPU/AI ASIC以及数据中心服务器CPU所驱动。</p><p>在广义芯片板块里,英伟达、博通所代表的AI芯片/AI算力基础设施链,近年来可谓是对市场反弹逻辑最敏感、反应最快、弹性也往往最大的一组,因为它们同时具备最强的业绩确定性、最清晰的AI资本开支主线,以及此前回撤后的显著估值修复空间。Oppenheimer继续把英伟达、博通、Monolithic Power、迈威尔列为首选半导体股票,本身就反映出市场仍把AI代理所驱动的AI算力基础设施供需极度紧张与结构性增长视为半导体板块的核心主线。</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\" 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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战火错杀后的最强修复线浮现!英伟达领衔的“AI算力天团”蓄势猛攻\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-31 12:35 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1422751.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月31日,华尔街金融巨头Oppenheimer近日发布研报称,英伟达(NVDA.US)、博通(AVGO.US)、Monolithic Power Systems(MPWR.US)以及迈威尔科技(MRVL.US)仍然是该投资机构在全球半导体领域的首选股票。这家华尔街金融巨头援引“业绩确定性+高贝塔属性”的超跌反弹逻辑,以及持续全球不断扩张的人工智能支出作为长期看好这些首选半导体股票的核心依据。近日...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1422751.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/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU2087625088.SGD":"ALLSPRING US ALL CAP GROWTH \"A\" (SGDHDG) 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Systems(MPWR.US)以及迈威尔科技(MRVL.US)仍然是该投资机构在全球半导体领域的首选股票。这家华尔街金融巨头援引“业绩确定性+高贝塔属性”的超跌反弹逻辑,以及持续全球不断扩张的人工智能支出作为长期看好这些首选半导体股票的核心依据。近日多位华尔街资深分析师表示,在全球股票市场进入超跌反弹窗口、或者中东地缘政治局势出现明确缓和信号时,常年来具备跑赢大盘属性且绝大多数乃被市场错杀的芯片股大概率会成为引领市场反攻与估值修复行情的最核心力量之一,甚至很可能就是“科技股风向标”纳斯达克100指数大举反弹的最核心主引擎,但前提是国际油价与长端国债曲线收益率同步回落。背后的核心逻辑主要在于,高贝塔芯片股对“地缘缓和—油价回落—利率压力减轻”的链条最敏感,因此一旦风险偏好修复,它们往往也最先且最强劲反弹。而在涵盖广义上的芯片类股票板块中又当属英伟达、博通所主导的业绩增长前景最为乐观的“与AI算力基础设施密切相关联的芯片板块”这一细分领域对于市场反弹逻辑最为敏感且反应最为迅速、反弹幅度最为猛烈。也就是说在在“风险缓和型反弹”场景下,与AI算力相关联的芯片股票,大概率是市场最核心的进攻看涨方向之一。在过去一年跑赢96%股票投资同行的新兴市场股票基金Robeco Emerging Stars Equities的掌舵者Jan de Bruijn近日表示,聚焦于人工智能的高性能与高端先进制程的芯片股为应对伊朗战争持久化前景提供了最佳风险对冲工具。这位基金经理表示,基金中40%风险敞口基本集中于存储芯片以及前沿的先进制程芯片主题,与人工智能密切相关的芯片巨头们即使在经济下行或者全球金融市场剧烈波动行情中也将保有强劲的定价权与基本面扩张潜力。当模型规模、推理链路与多模态/代理式Agentic AI工作负载推动算力资源消耗呈指数型外扩时,科技巨头们的资本开支主线愈发倾向于向AI算力需求井喷之下的AI算力基础设施集中,全球投资者们更是将围绕英伟达、谷歌TPU集群与AMD的新品迭代与AI算力集群交付预期的“AI牛市叙事”,继续锚定为全球股市中最具确定性的景气投资叙事之一,同时也意味着电力、液冷散热系统、光互连供应链等与AI训练/推理密切相关的投资主题将跟随英伟达、AMD以及博通、台积电、美光等AI算力领军者们在中东地缘政治局势面临不确定性之际,仍继续位列股票市场最火热投资阵营。根据机构汇编的最新分析师预期,亚马逊连同谷歌母公司Alphabet、Facebook母公司Meta Platforms Inc.,以及甲骨文公司和微软,预计将在2026年的累计人工智能相关资本支出达到大约6500亿美元,还有一些分析师认为整体支出可能超过7000亿美元——意味着同比AI资本开支增幅可能超过70%。值得注意的是,上述的这五大美国超级科技巨头,预计将在2023年至2026年间,为打造无比庞大的AI算力基础设施累计投入约1.5万亿美元;相比之下,这些科技巨头们在2022年之前的整个历史统计期间累计投资约6000亿美元。在华尔街巨头摩根士丹利、花旗、Loop Capital以及Wedbush看来,以AI算力硬件为核心的全球人工智能基础设施投资浪潮远远未完结,现在仅仅处于开端,在前所未有的“AI推理端算力需求风暴”推动之下,持续至2030年的这一轮全球整体AI基础设施投资浪潮规模有望高达3万亿至4万亿美元。AI军备竞赛火力全开! Oppenheimer长期锁定四大芯片股王者“上周我们走访了亚洲半导体供应链中的多家公司,”来自Oppenheimer的分析师Rick Schafer在发给客户的一份报告中写道。“AI算力军备竞赛仍在全速推进,云服务提供商们的AI算力基础设施需求可谓毫无约束,并且远远超过供应,这种情况料将一直持续到2027年之后。与AI算力基础设施相关的供应紧张横跨多个维度,其中最明显的是先进晶圆制造、先进封装和以及高端HBM存储系统。交货周期仍然被持续拉长。随着近乎无止境的AI需求猛烈吸收供应,与AI算力基础设施相关联的芯片价格正普遍上涨,并且很可能会转嫁给更多大客户们。”因此,分析师Schafer表示,他偏好那些能够提供“结构性强劲增长,从而在整个周期中实现大幅跑赢表现”的芯片公司。进一步来看,分析师Schafer表示,聚焦于AI的专用集成电路(即AI ASIC)仍在持续放量,其中以谷歌主导的张量处理单元(即TPUAI算力芯片集群)为引领势力。他还指出,为支持大语言模型参数的增长趋势,“有多个大型项目”正在不断增加,同时相关市场参与度也在持续提升。Schafer表示,如今宣布拿下的诸多订单,可能要到2028年年中才会开始产生实际营收。这是由于英伟达AI GPU算力机柜以及谷歌主导的AI ASIC机柜连接系统所带来的一系列难题与挑战,以及数据中心内部高速连接的其他问题,包括传统架构与新架构之间的差异。谈到英伟达时,Schafer表示,Grace Blackwell和Vera Rubin架构的AI服务器机柜今年的数量保守预计可能会超过75,000个。他还预计,相较于Grace Blackwell,Vera Rubin的平均售价将高出50%或更多,每个AI算力机柜单元的保守出售价格可能接近700万美元。此外,Schafer补充称,与Grace Blackwell 200或者更加先进的GB300系列相比,Vera Rubin对电源管理系统的要求更高(最高可达前者的五倍),这可能会让Monolithic Power持续且大规模受益。英伟达、博通以及迈威尔科技则堪称是全球AI算力基础设施军备竞赛的三位最大AI算力赢家,尤其是近期英伟达估值已压缩至接近甚至低于标普500指数水平,相比于其他芯片股具备更加强修复弹性。此次Oppenheimer调研与走访的其他结论还包括:服务器CPU短缺并未显著冲击传统服务器增长;云计算服务提供商们和英伟达在可能的情况下仍然偏好铜缆技术基准的互连,但在“某些必要场景时”会坚定使用共封装光学(CPO);由谷歌引领的云巨头则正在广泛采用有源铜缆。Schafer还观察到了存储芯片短缺带来的一系列影响,他指出,智能手机和PC市场受到的负面冲击最大。分析师Schafer表示,尽管市场普遍预期智能手机市场将“整体下滑”,但低端和中端市场可谓“首当其冲”,其中中国手机出货量下滑近20%。相反,在存储价格持续上涨之际,苹果(AAPL.US)旗下旗舰智能手机的表现“更具韧性”。另外,Schafer认为,今年PC市场规模预计将下滑11%,不过价格更高的AI PC可能会抵消部分PC销量疲软态势。AI代理超级大浪潮来势汹汹! 推动AI算力需求持续井喷式扩张随着聚焦代理式AI工作流的Agent AI/Agentic AI站上数字世界“C位”,2026年或成AI代理爆发元年,这也意味着全球范围AI算力基础设施需求将持续呈现井喷式扩张态势。Anthropic的Claude Cowork,以及OpenClaw这类可自主执行任务的AI代理在2026年集中爆发并不偶然,本质上是“模型能力、工具协议、开发框架、推理成本、终端上下文能力”五条曲线第一次同时交汇。在AI应用层,AI代理很可能会成为最主导的商业接口,因为它把“智能”直接转化成“行动”,也意味着AI开始从“会回答”推进到“会执行、会协同、会完成极度复杂的多步骤任务”。企业们对于提高效率和降低运营成本的迫切需求,在近期可谓极大力度推进AI应用软件两大核心类别——生成式AI应用与AI智能体的广泛应用。其中,AI智能体极有可能是未来十多年的AI应用终极大趋势,AI智能体的出现,意味着人工智能开始从信息辅助工具演变为高度智能化的生产力工具。MarketsandMarkets最新研究显示,到2030年AI智能体市场规模有望高达530亿美元,意味着从2025年开启的年复合增速(CAGR)高达46%。Omdia最新研究显示,2026 年全球半导体行业营收有望猛增超30%,首次突破1万亿美元的历史级别里程碑,并且押注这种强劲增长主要由持续井喷式扩张的AI 训练/推理算力需求强劲拉动的数据中心存储芯片、AI GPU/AI ASIC以及数据中心服务器CPU所驱动。在广义芯片板块里,英伟达、博通所代表的AI芯片/AI算力基础设施链,近年来可谓是对市场反弹逻辑最敏感、反应最快、弹性也往往最大的一组,因为它们同时具备最强的业绩确定性、最清晰的AI资本开支主线,以及此前回撤后的显著估值修复空间。Oppenheimer继续把英伟达、博通、Monolithic Power、迈威尔列为首选半导体股票,本身就反映出市场仍把AI代理所驱动的AI算力基础设施供需极度紧张与结构性增长视为半导体板块的核心主线。","news_type":1,"symbols_score_info":{"MRVL":2,"AVGO":2,"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548456848867352,"gmtCreate":1774924159977,"gmtModify":1774924162016,"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/548456848867352","repostId":"2623673379","repostType":2,"repost":{"id":"2623673379","kind":"live","pubTimestamp":1774923795,"share":"https://www.laohu8.com/m/news/2623673379?lang=zh_CN&edition=full","pubTime":"2026-03-31 10:23","market":"us","language":"zh","title":"联合利华接近与味好美达成合并协议,或创建600亿美元食品巨头","url":"https://stock-news.laohu8.com/highlight/detail?id=2623673379","media":"格隆汇","summary":"可能与味好美最新季度业绩同步公布。","content":"<html><head></head><body><p>据华尔街日报,<strong>联合利华正就其食品业务与香料制造商 <a href=\"https://laohu8.com/S/MKC\">味好美</a> 的合并进行深入谈判,该交易将创建一家价值600亿美元的新巨头。</strong></p><p>报道称,联合利华董事会于周一下午召开会议,审查这项待定交易的具体细节。这项现金加股票交易可能与味好美最新季度业绩同步公布,但消息人士提醒称,计划仍可能延后。</p><p>截至发稿,味好美夜盘涨幅超4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e9fcd62dd61a987ece1a36aa6c13aad\" title=\"\" tg-width=\"540\" tg-height=\"186\"/></p><p></p></body></html>","source":"live_gelonghui","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\" 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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联合利华接近与味好美达成合并协议,或创建600亿美元食品巨头\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-31 10:23 北京时间 <a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据华尔街日报,联合利华正就其食品业务与香料制造商 味好美 的合并进行深入谈判,该交易将创建一家价值600亿美元的新巨头。报道称,联合利华董事会于周一下午召开会议,审查这项待定交易的具体细节。这项现金加股票交易可能与味好美最新季度业绩同步公布,但消息人士提醒称,计划仍可能延后。截至发稿,味好美夜盘涨幅超4%。</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">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/abb52545b62d1a48de2e48eca3468e38","relate_stocks":{"MKC":"味好美"},"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2623673379","content_text":"据华尔街日报,联合利华正就其食品业务与香料制造商 味好美 的合并进行深入谈判,该交易将创建一家价值600亿美元的新巨头。报道称,联合利华董事会于周一下午召开会议,审查这项待定交易的具体细节。这项现金加股票交易可能与味好美最新季度业绩同步公布,但消息人士提醒称,计划仍可能延后。截至发稿,味好美夜盘涨幅超4%。","news_type":1,"symbols_score_info":{"MKC":1.5}},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548271834214928,"gmtCreate":1774878909320,"gmtModify":1774878911763,"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/548271834214928","repostId":"1112457833","repostType":2,"repost":{"id":"1112457833","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":1774878781,"share":"https://www.laohu8.com/m/news/1112457833?lang=zh_CN&edition=full","pubTime":"2026-03-30 21:53","market":"us","language":"zh","title":"美股异动 | 部分锂电池股走高,Sigma Lithium绩后暴涨36%","url":"https://stock-news.laohu8.com/highlight/detail?id=1112457833","media":"老虎资讯综合","summary":"3月30日,部分锂电池股走高,$Sigma Lithium(SGML)$绩后暴涨36%,Lithium Argentina AG涨超7%,$Lithium Americas(LAC)$涨超3%。","content":"<html><head></head><body><p>3月30日,部分锂电池股走高,<a href=\"https://laohu8.com/S/SGML\">Sigma Lithium</a>绩后暴涨36%,Lithium Argentina AG涨超7%,<a href=\"https://laohu8.com/S/LAC\">Lithium Americas</a>涨超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a289e84d25509a104be73439d90c17f\" tg-width=\"461\" tg-height=\"116\"/></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>美股异动 | 部分锂电池股走高,Sigma Lithium绩后暴涨36%</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{ 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#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美股异动 | 部分锂电池股走高,Sigma Lithium绩后暴涨36%\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\">2026-03-30 21:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月30日,部分锂电池股走高,<a href=\"https://laohu8.com/S/SGML\">Sigma Lithium</a>绩后暴涨36%,Lithium Argentina AG涨超7%,<a href=\"https://laohu8.com/S/LAC\">Lithium Americas</a>涨超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a289e84d25509a104be73439d90c17f\" tg-width=\"461\" tg-height=\"116\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"BK4588":"碎股","SGML":"Sigma Lithium Corporation","BK4585":"ETF&股票定投概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112457833","content_text":"3月30日,部分锂电池股走高,Sigma Lithium绩后暴涨36%,Lithium Argentina AG涨超7%,Lithium Americas涨超3%。","news_type":1,"symbols_score_info":{"SGML":1.5}},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548190971814816,"gmtCreate":1774859170908,"gmtModify":1774859175351,"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/548190971814816","repostId":"2623395021","repostType":2,"repost":{"id":"2623395021","kind":"live","pubTimestamp":1774849225,"share":"https://www.laohu8.com/m/news/2623395021?lang=zh_CN&edition=full","pubTime":"2026-03-30 13:40","market":"hk","language":"zh","title":"中信建投:港股迎来春节后第一次做多机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2623395021","media":"智通财经","summary":"不能再用普涨思维参与。","content":"<html><head></head><body><p>中信建投发布研报称,当前港股仍处于牛市进程中的阶段性调整,外部扰动不改中期修复趋势,港股牛市格局有望延续,后续仍具备明确的投资机会。若后续外部冲击不再进一步升级,港股大概率脱离调整区间、重回震荡抬升通道,本轮行情后续也将从前期估值驱动切换至盈利驱动,主线聚焦结构性优质机会。配置上,互联网与AI平台是第一主线,高流动性科技龙头是第二主线,创新药与新消费是最有弹性的两个景气方向;红利只能缩圈精选,不能再用普涨思维参与。</p><p style=\"text-align: justify;\"><strong>中信建投主要观点如下:</strong></p><p style=\"text-align: justify;\"><strong>近三个月港股调整的核心原因有三:</strong>一是流动性预期收紧,美联储换届叠加美国再通胀预期升温,市场下调降息预期,美债收益率、美元指数走强,压制港股这类离岸市场估值。二是地缘与外资避险,中东冲突升级推升油价与通胀担忧,全球避险情绪升温,外资集中收缩亚太市场风险敞口,港股外资流出压力凸显。三是交易结构拥挤,前期科技、互联网板块资金扎堆,拥挤度偏高,外部扰动下率先遭获利减仓,形成短期负反馈,属于筹码层面调整,非基本面恶化。</p><p style=\"text-align: justify;\"><strong>从大周期看,港股已走出低位估值修复阶段,正式迈入牛市中后段,前期单边普涨行情终结,后续行情全面转向盈利驱动的结构性分化,业绩与景气度将成为核心选股标准。</strong>交易端采用分层布局策略,适配震荡抬升走势:底仓趁当前估值低位,提前分批布局核心龙头锁定筹码;确认仓等待业绩兑现、外部冲击缓和两大信号再加仓;回撤仓把握风险事件带来的错杀机会逆向布局,严控仓位兼顾攻防,规避情绪化操作。</p><p style=\"text-align: justify;\">配置上,<strong>互联网与AI平台是第一主线,高流动性科技龙头是第二主线,创新药与新消费是最有弹性的两个景气方向</strong>;红利只能缩圈精选,不能再用普涨思维参与。</p></body></html>","source":"live_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>中信建投:港股迎来春节后第一次做多机会</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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}\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中信建投:港股迎来春节后第一次做多机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-30 13:40 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1421617.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中信建投发布研报称,当前港股仍处于牛市进程中的阶段性调整,外部扰动不改中期修复趋势,港股牛市格局有望延续,后续仍具备明确的投资机会。若后续外部冲击不再进一步升级,港股大概率脱离调整区间、重回震荡抬升通道,本轮行情后续也将从前期估值驱动切换至盈利驱动,主线聚焦结构性优质机会。配置上,互联网与AI平台是第一主线,高流动性科技龙头是第二主线,创新药与新消费是最有弹性的两个景气方向;红利只能缩圈精选,不能...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1421617.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/0cf777090175126e4590c3b8afdfe41e","relate_stocks":{"HSCEI":"国企指数","HSTECH":"恒生科技指数","HSI":"恒生指数"},"source_url":"https://www.zhitongcaijing.com/content/detail/1421617.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2623395021","content_text":"中信建投发布研报称,当前港股仍处于牛市进程中的阶段性调整,外部扰动不改中期修复趋势,港股牛市格局有望延续,后续仍具备明确的投资机会。若后续外部冲击不再进一步升级,港股大概率脱离调整区间、重回震荡抬升通道,本轮行情后续也将从前期估值驱动切换至盈利驱动,主线聚焦结构性优质机会。配置上,互联网与AI平台是第一主线,高流动性科技龙头是第二主线,创新药与新消费是最有弹性的两个景气方向;红利只能缩圈精选,不能再用普涨思维参与。中信建投主要观点如下:近三个月港股调整的核心原因有三:一是流动性预期收紧,美联储换届叠加美国再通胀预期升温,市场下调降息预期,美债收益率、美元指数走强,压制港股这类离岸市场估值。二是地缘与外资避险,中东冲突升级推升油价与通胀担忧,全球避险情绪升温,外资集中收缩亚太市场风险敞口,港股外资流出压力凸显。三是交易结构拥挤,前期科技、互联网板块资金扎堆,拥挤度偏高,外部扰动下率先遭获利减仓,形成短期负反馈,属于筹码层面调整,非基本面恶化。从大周期看,港股已走出低位估值修复阶段,正式迈入牛市中后段,前期单边普涨行情终结,后续行情全面转向盈利驱动的结构性分化,业绩与景气度将成为核心选股标准。交易端采用分层布局策略,适配震荡抬升走势:底仓趁当前估值低位,提前分批布局核心龙头锁定筹码;确认仓等待业绩兑现、外部冲击缓和两大信号再加仓;回撤仓把握风险事件带来的错杀机会逆向布局,严控仓位兼顾攻防,规避情绪化操作。配置上,互联网与AI平台是第一主线,高流动性科技龙头是第二主线,创新药与新消费是最有弹性的两个景气方向;红利只能缩圈精选,不能再用普涨思维参与。","news_type":1,"symbols_score_info":{"HSCEI":2,"HSTECH":2,"HSI":2}},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548190888891024,"gmtCreate":1774859148988,"gmtModify":1774859151184,"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/548190888891024","repostId":"1142607717","repostType":2,"repost":{"id":"1142607717","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":1774858530,"share":"https://www.laohu8.com/m/news/1142607717?lang=zh_CN&edition=full","pubTime":"2026-03-30 16:15","market":"hk","language":"zh","title":"老虎暗盘|傅里叶飙涨近88%,总市值超84亿港元;铜师傅跌超8%,总市值超35亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1142607717","media":"老虎资讯综合","summary":"3月30日,傅里叶暗盘飙涨近88%,总市值超84亿港元,每股定价40港元,每手100股;铜师傅暗盘跌超8%,总市值超35亿港元,每股定价60港元,每手100股;将于3月31日(周二)正式在港交所挂牌交易。傅里叶是功放音频芯片及触觉反馈芯片的中国供应商。根据弗若斯特沙利文报告,截至2024年12月31日止年度,公司在中国铜质文创工艺产品市场按总收入计位列第一,市场份额达35.0%。","content":"<html><head></head><body><p>3月30日,<a href=\"https://laohu8.com/S/03625\">傅里叶</a>暗盘飙涨近88%,总市值超84亿港元,每股定价40港元,每手100股;<a href=\"https://laohu8.com/S/00664\">铜师傅</a>暗盘跌超8%,总市值超35亿港元,每股定价60港元,每手100股;将于3月31日(周二)正式在<a href=\"https://laohu8.com/S/00388\">港交所</a>挂牌交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94ce2f7ea281ca34d96a30a6f416fc0b\" tg-width=\"540\" tg-height=\"639\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b63cfe91bc794f9d13974d2b16f91cb\" tg-width=\"540\" tg-height=\"636\"/></p><p>傅里叶是功放音频芯片及触觉反馈芯片的中国供应商。公司在无晶圆业务模式下专注于设计低功率音频芯片、中大功率音频芯片及触觉反馈芯片,为新兴应用场景提供广泛的解决方案。公司的产品组合赋能消费电子及<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>汽车等各类行业。公司首先推出用于便携式消费电子的功放音频芯片产品,利用公司的算法优化音频、创造音效及保护扬声器。</p><p>部署后,公司的功放音频芯片产品接收电信号输入,通过过滤噪音及增强接收信号进行分析及预处理,再透过放大电功率及根据场景调谐音频信号等方式处理信号,并转换信号以编码扬声器驱动单元运动,同时启用扬声器保护技术。此举使用户的设备能够输出最高品质的音频、降低功耗及保护扬声器,以实现设备的长久耐用。</p><p>铜师傅自成立以来,一直专注于将传统工艺与现代设计和使用场景相结合,开发铜质文创产品。根据弗若斯特沙利文报告,截至2024年12月31日止年度,公司在中国铜质文创工艺产品市场按总收入计位列第一,市场份额达35.0%。铜师傅品牌发轫于承袭中国传统工艺的铜器工坊,现已成为全国领军文创品牌。通过持续投入于原创设计与研究和发展,公司将材料版图延伸至金、银与塑胶,以触达更广泛的受众。</p><p>公司采取旨在向广大消费群体提供优质文创品的产品与定价策略。公司精心平衡材料品质、制作工艺的复杂度与设计的精致程度,确保每一件产品都能体现出较高的感知价值。公司的定价考虑了材料选择、生产复杂性及设计特点。由铜、银及其他材料制成的产品均按照一致的生产标准开发。通过多层次的定价架构,公司成功覆盖了广泛的消费人群,如首次尝试的用户、回购用户以及长期收藏者。</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>老虎暗盘|傅里叶飙涨近88%,总市值超84亿港元;铜师傅跌超8%,总市值超35亿港元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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老虎暗盘|傅里叶飙涨近88%,总市值超84亿港元;铜师傅跌超8%,总市值超35亿港元\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\">2026-03-30 16:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月30日,<a href=\"https://laohu8.com/S/03625\">傅里叶</a>暗盘飙涨近88%,总市值超84亿港元,每股定价40港元,每手100股;<a href=\"https://laohu8.com/S/00664\">铜师傅</a>暗盘跌超8%,总市值超35亿港元,每股定价60港元,每手100股;将于3月31日(周二)正式在<a href=\"https://laohu8.com/S/00388\">港交所</a>挂牌交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94ce2f7ea281ca34d96a30a6f416fc0b\" tg-width=\"540\" tg-height=\"639\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b63cfe91bc794f9d13974d2b16f91cb\" tg-width=\"540\" tg-height=\"636\"/></p><p>傅里叶是功放音频芯片及触觉反馈芯片的中国供应商。公司在无晶圆业务模式下专注于设计低功率音频芯片、中大功率音频芯片及触觉反馈芯片,为新兴应用场景提供广泛的解决方案。公司的产品组合赋能消费电子及<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>汽车等各类行业。公司首先推出用于便携式消费电子的功放音频芯片产品,利用公司的算法优化音频、创造音效及保护扬声器。</p><p>部署后,公司的功放音频芯片产品接收电信号输入,通过过滤噪音及增强接收信号进行分析及预处理,再透过放大电功率及根据场景调谐音频信号等方式处理信号,并转换信号以编码扬声器驱动单元运动,同时启用扬声器保护技术。此举使用户的设备能够输出最高品质的音频、降低功耗及保护扬声器,以实现设备的长久耐用。</p><p>铜师傅自成立以来,一直专注于将传统工艺与现代设计和使用场景相结合,开发铜质文创产品。根据弗若斯特沙利文报告,截至2024年12月31日止年度,公司在中国铜质文创工艺产品市场按总收入计位列第一,市场份额达35.0%。铜师傅品牌发轫于承袭中国传统工艺的铜器工坊,现已成为全国领军文创品牌。通过持续投入于原创设计与研究和发展,公司将材料版图延伸至金、银与塑胶,以触达更广泛的受众。</p><p>公司采取旨在向广大消费群体提供优质文创品的产品与定价策略。公司精心平衡材料品质、制作工艺的复杂度与设计的精致程度,确保每一件产品都能体现出较高的感知价值。公司的定价考虑了材料选择、生产复杂性及设计特点。由铜、银及其他材料制成的产品均按照一致的生产标准开发。通过多层次的定价架构,公司成功覆盖了广泛的消费人群,如首次尝试的用户、回购用户以及长期收藏者。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"03625":"傅里叶","00664":"铜师傅"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142607717","content_text":"3月30日,傅里叶暗盘飙涨近88%,总市值超84亿港元,每股定价40港元,每手100股;铜师傅暗盘跌超8%,总市值超35亿港元,每股定价60港元,每手100股;将于3月31日(周二)正式在港交所挂牌交易。傅里叶是功放音频芯片及触觉反馈芯片的中国供应商。公司在无晶圆业务模式下专注于设计低功率音频芯片、中大功率音频芯片及触觉反馈芯片,为新兴应用场景提供广泛的解决方案。公司的产品组合赋能消费电子及智能汽车等各类行业。公司首先推出用于便携式消费电子的功放音频芯片产品,利用公司的算法优化音频、创造音效及保护扬声器。部署后,公司的功放音频芯片产品接收电信号输入,通过过滤噪音及增强接收信号进行分析及预处理,再透过放大电功率及根据场景调谐音频信号等方式处理信号,并转换信号以编码扬声器驱动单元运动,同时启用扬声器保护技术。此举使用户的设备能够输出最高品质的音频、降低功耗及保护扬声器,以实现设备的长久耐用。铜师傅自成立以来,一直专注于将传统工艺与现代设计和使用场景相结合,开发铜质文创产品。根据弗若斯特沙利文报告,截至2024年12月31日止年度,公司在中国铜质文创工艺产品市场按总收入计位列第一,市场份额达35.0%。铜师傅品牌发轫于承袭中国传统工艺的铜器工坊,现已成为全国领军文创品牌。通过持续投入于原创设计与研究和发展,公司将材料版图延伸至金、银与塑胶,以触达更广泛的受众。公司采取旨在向广大消费群体提供优质文创品的产品与定价策略。公司精心平衡材料品质、制作工艺的复杂度与设计的精致程度,确保每一件产品都能体现出较高的感知价值。公司的定价考虑了材料选择、生产复杂性及设计特点。由铜、银及其他材料制成的产品均按照一致的生产标准开发。通过多层次的定价架构,公司成功覆盖了广泛的消费人群,如首次尝试的用户、回购用户以及长期收藏者。","news_type":1,"symbols_score_info":{"00664":1.5,"03625":1.5}},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548190523626168,"gmtCreate":1774859060602,"gmtModify":1774859062871,"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/548190523626168","repostId":"1142607717","repostType":2,"repost":{"id":"1142607717","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":1774858530,"share":"https://www.laohu8.com/m/news/1142607717?lang=zh_CN&edition=full","pubTime":"2026-03-30 16:15","market":"hk","language":"zh","title":"老虎暗盘|傅里叶飙涨近88%,总市值超84亿港元;铜师傅跌超8%,总市值超35亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1142607717","media":"老虎资讯综合","summary":"3月30日,傅里叶暗盘飙涨近88%,总市值超84亿港元,每股定价40港元,每手100股;铜师傅暗盘跌超8%,总市值超35亿港元,每股定价60港元,每手100股;将于3月31日(周二)正式在港交所挂牌交易。傅里叶是功放音频芯片及触觉反馈芯片的中国供应商。根据弗若斯特沙利文报告,截至2024年12月31日止年度,公司在中国铜质文创工艺产品市场按总收入计位列第一,市场份额达35.0%。","content":"<html><head></head><body><p>3月30日,<a href=\"https://laohu8.com/S/03625\">傅里叶</a>暗盘飙涨近88%,总市值超84亿港元,每股定价40港元,每手100股;<a href=\"https://laohu8.com/S/00664\">铜师傅</a>暗盘跌超8%,总市值超35亿港元,每股定价60港元,每手100股;将于3月31日(周二)正式在<a href=\"https://laohu8.com/S/00388\">港交所</a>挂牌交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94ce2f7ea281ca34d96a30a6f416fc0b\" tg-width=\"540\" tg-height=\"639\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b63cfe91bc794f9d13974d2b16f91cb\" tg-width=\"540\" tg-height=\"636\"/></p><p>傅里叶是功放音频芯片及触觉反馈芯片的中国供应商。公司在无晶圆业务模式下专注于设计低功率音频芯片、中大功率音频芯片及触觉反馈芯片,为新兴应用场景提供广泛的解决方案。公司的产品组合赋能消费电子及<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>汽车等各类行业。公司首先推出用于便携式消费电子的功放音频芯片产品,利用公司的算法优化音频、创造音效及保护扬声器。</p><p>部署后,公司的功放音频芯片产品接收电信号输入,通过过滤噪音及增强接收信号进行分析及预处理,再透过放大电功率及根据场景调谐音频信号等方式处理信号,并转换信号以编码扬声器驱动单元运动,同时启用扬声器保护技术。此举使用户的设备能够输出最高品质的音频、降低功耗及保护扬声器,以实现设备的长久耐用。</p><p>铜师傅自成立以来,一直专注于将传统工艺与现代设计和使用场景相结合,开发铜质文创产品。根据弗若斯特沙利文报告,截至2024年12月31日止年度,公司在中国铜质文创工艺产品市场按总收入计位列第一,市场份额达35.0%。铜师傅品牌发轫于承袭中国传统工艺的铜器工坊,现已成为全国领军文创品牌。通过持续投入于原创设计与研究和发展,公司将材料版图延伸至金、银与塑胶,以触达更广泛的受众。</p><p>公司采取旨在向广大消费群体提供优质文创品的产品与定价策略。公司精心平衡材料品质、制作工艺的复杂度与设计的精致程度,确保每一件产品都能体现出较高的感知价值。公司的定价考虑了材料选择、生产复杂性及设计特点。由铜、银及其他材料制成的产品均按照一致的生产标准开发。通过多层次的定价架构,公司成功覆盖了广泛的消费人群,如首次尝试的用户、回购用户以及长期收藏者。</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>老虎暗盘|傅里叶飙涨近88%,总市值超84亿港元;铜师傅跌超8%,总市值超35亿港元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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老虎暗盘|傅里叶飙涨近88%,总市值超84亿港元;铜师傅跌超8%,总市值超35亿港元\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\">2026-03-30 16:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月30日,<a href=\"https://laohu8.com/S/03625\">傅里叶</a>暗盘飙涨近88%,总市值超84亿港元,每股定价40港元,每手100股;<a href=\"https://laohu8.com/S/00664\">铜师傅</a>暗盘跌超8%,总市值超35亿港元,每股定价60港元,每手100股;将于3月31日(周二)正式在<a href=\"https://laohu8.com/S/00388\">港交所</a>挂牌交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94ce2f7ea281ca34d96a30a6f416fc0b\" tg-width=\"540\" tg-height=\"639\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b63cfe91bc794f9d13974d2b16f91cb\" tg-width=\"540\" tg-height=\"636\"/></p><p>傅里叶是功放音频芯片及触觉反馈芯片的中国供应商。公司在无晶圆业务模式下专注于设计低功率音频芯片、中大功率音频芯片及触觉反馈芯片,为新兴应用场景提供广泛的解决方案。公司的产品组合赋能消费电子及<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>汽车等各类行业。公司首先推出用于便携式消费电子的功放音频芯片产品,利用公司的算法优化音频、创造音效及保护扬声器。</p><p>部署后,公司的功放音频芯片产品接收电信号输入,通过过滤噪音及增强接收信号进行分析及预处理,再透过放大电功率及根据场景调谐音频信号等方式处理信号,并转换信号以编码扬声器驱动单元运动,同时启用扬声器保护技术。此举使用户的设备能够输出最高品质的音频、降低功耗及保护扬声器,以实现设备的长久耐用。</p><p>铜师傅自成立以来,一直专注于将传统工艺与现代设计和使用场景相结合,开发铜质文创产品。根据弗若斯特沙利文报告,截至2024年12月31日止年度,公司在中国铜质文创工艺产品市场按总收入计位列第一,市场份额达35.0%。铜师傅品牌发轫于承袭中国传统工艺的铜器工坊,现已成为全国领军文创品牌。通过持续投入于原创设计与研究和发展,公司将材料版图延伸至金、银与塑胶,以触达更广泛的受众。</p><p>公司采取旨在向广大消费群体提供优质文创品的产品与定价策略。公司精心平衡材料品质、制作工艺的复杂度与设计的精致程度,确保每一件产品都能体现出较高的感知价值。公司的定价考虑了材料选择、生产复杂性及设计特点。由铜、银及其他材料制成的产品均按照一致的生产标准开发。通过多层次的定价架构,公司成功覆盖了广泛的消费人群,如首次尝试的用户、回购用户以及长期收藏者。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"03625":"傅里叶","00664":"铜师傅"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142607717","content_text":"3月30日,傅里叶暗盘飙涨近88%,总市值超84亿港元,每股定价40港元,每手100股;铜师傅暗盘跌超8%,总市值超35亿港元,每股定价60港元,每手100股;将于3月31日(周二)正式在港交所挂牌交易。傅里叶是功放音频芯片及触觉反馈芯片的中国供应商。公司在无晶圆业务模式下专注于设计低功率音频芯片、中大功率音频芯片及触觉反馈芯片,为新兴应用场景提供广泛的解决方案。公司的产品组合赋能消费电子及智能汽车等各类行业。公司首先推出用于便携式消费电子的功放音频芯片产品,利用公司的算法优化音频、创造音效及保护扬声器。部署后,公司的功放音频芯片产品接收电信号输入,通过过滤噪音及增强接收信号进行分析及预处理,再透过放大电功率及根据场景调谐音频信号等方式处理信号,并转换信号以编码扬声器驱动单元运动,同时启用扬声器保护技术。此举使用户的设备能够输出最高品质的音频、降低功耗及保护扬声器,以实现设备的长久耐用。铜师傅自成立以来,一直专注于将传统工艺与现代设计和使用场景相结合,开发铜质文创产品。根据弗若斯特沙利文报告,截至2024年12月31日止年度,公司在中国铜质文创工艺产品市场按总收入计位列第一,市场份额达35.0%。铜师傅品牌发轫于承袭中国传统工艺的铜器工坊,现已成为全国领军文创品牌。通过持续投入于原创设计与研究和发展,公司将材料版图延伸至金、银与塑胶,以触达更广泛的受众。公司采取旨在向广大消费群体提供优质文创品的产品与定价策略。公司精心平衡材料品质、制作工艺的复杂度与设计的精致程度,确保每一件产品都能体现出较高的感知价值。公司的定价考虑了材料选择、生产复杂性及设计特点。由铜、银及其他材料制成的产品均按照一致的生产标准开发。通过多层次的定价架构,公司成功覆盖了广泛的消费人群,如首次尝试的用户、回购用户以及长期收藏者。","news_type":1,"symbols_score_info":{"00664":1.5,"03625":1.5}},"isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548186739418904,"gmtCreate":1774858206671,"gmtModify":1774858208940,"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/548186739418904","repostId":"1156832114","repostType":2,"repost":{"id":"1156832114","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":1774857948,"share":"https://www.laohu8.com/m/news/1156832114?lang=zh_CN&edition=full","pubTime":"2026-03-30 16:05","market":"us","language":"zh","title":"盘前异动 | 石油股走高,BATL涨超13%;美国铝业涨超8%,BitMine涨超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1156832114","media":"老虎资讯综合","summary":"3月30日,美股三大股指期货上涨,截止发稿,道指期货涨0.29%,纳指期货涨0.24%,标普500指数期货涨0.31%。石油股盘前走高,$Battalion Oil$涨超13%,$西方石油$、$埃克森美孚$涨超1%;铝业股盘前上行,$美国铝业$涨超8%,$世纪铝业$涨超近7%,此前伊朗袭击中东地区的铝生产设施;加密货币概念股上涨,$BitMine$、$Cleanspark$涨超3%,$Strategy$涨超2%,$Coinbase$$、$Circle$、$Robinhood$跟涨。","content":"<html><head></head><body><p>3月30日,美股三大股指期货上涨,截止发稿,道指期货涨0.29%,纳指期货涨0.24%,标普500指数期货涨0.31%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cce046db3760785576699ccf0d8cae6c\" title=\"\" tg-width=\"375\" tg-height=\"173\"/></p><p>石油股盘前走高,<a href=\"https://laohu8.com/S/BATL\">Battalion Oil</a>涨超13%,<a href=\"https://laohu8.com/S/OXY\">西方石油</a>、<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>涨超1%;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/145f56f7fcdd52e9e0d44053bae82bae\" title=\"\" tg-width=\"465\" tg-height=\"135\"/></p><p>铝业股盘前上行,<a href=\"https://laohu8.com/S/AA\">美国铝业</a>涨超8%,<a href=\"https://laohu8.com/S/CENX\">世纪铝业</a>涨超近7%,此前伊朗袭击中东地区的铝生产设施;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7c897e8bddfc207ac3004eb6999ffd7\" title=\"\" tg-width=\"466\" tg-height=\"133\"/></p><p>加密货币概念股上涨,<a href=\"https://laohu8.com/S/BMNR\">BitMine</a>、<a href=\"https://laohu8.com/S/CLSK\">Cleanspark</a>涨超3%,<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>涨超2%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/CRCL\">Circle</a>、<a href=\"https://laohu8.com/S/HOOD\">Robinhood</a>跟涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eae2373703927cada1eb7f190804ac14\" title=\"\" tg-width=\"369\" tg-height=\"405\"/></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>盘前异动 | 石油股走高,BATL涨超13%;美国铝业涨超8%,BitMine涨超3%</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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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\">2026-03-30 16:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月30日,美股三大股指期货上涨,截止发稿,道指期货涨0.29%,纳指期货涨0.24%,标普500指数期货涨0.31%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cce046db3760785576699ccf0d8cae6c\" title=\"\" tg-width=\"375\" tg-height=\"173\"/></p><p>石油股盘前走高,<a href=\"https://laohu8.com/S/BATL\">Battalion Oil</a>涨超13%,<a href=\"https://laohu8.com/S/OXY\">西方石油</a>、<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>涨超1%;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/145f56f7fcdd52e9e0d44053bae82bae\" title=\"\" tg-width=\"465\" tg-height=\"135\"/></p><p>铝业股盘前上行,<a href=\"https://laohu8.com/S/AA\">美国铝业</a>涨超8%,<a href=\"https://laohu8.com/S/CENX\">世纪铝业</a>涨超近7%,此前伊朗袭击中东地区的铝生产设施;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7c897e8bddfc207ac3004eb6999ffd7\" title=\"\" tg-width=\"466\" tg-height=\"133\"/></p><p>加密货币概念股上涨,<a href=\"https://laohu8.com/S/BMNR\">BitMine</a>、<a href=\"https://laohu8.com/S/CLSK\">Cleanspark</a>涨超3%,<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>涨超2%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/CRCL\">Circle</a>、<a href=\"https://laohu8.com/S/HOOD\">Robinhood</a>跟涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eae2373703927cada1eb7f190804ac14\" title=\"\" tg-width=\"369\" tg-height=\"405\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU2543165471.USD":"E 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VL \"A\" (USD) ACC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU0368265418.SGD":"Blackrock World Energy Fund A2 SGD-H","BK4516":"特朗普概念","BK4547":"WSB热门概念","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","LU0256331488.USD":"SCHRODER ISF GLOBAL ENERGY \"A\" ACC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","BK4535":"淡马锡持仓","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","BK4592":"伊斯兰概念","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156832114","content_text":"3月30日,美股三大股指期货上涨,截止发稿,道指期货涨0.29%,纳指期货涨0.24%,标普500指数期货涨0.31%。石油股盘前走高,Battalion 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16:05","market":"us","language":"zh","title":"盘前异动 | 石油股走高,BATL涨超13%;美国铝业涨超8%,BitMine涨超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1156832114","media":"老虎资讯综合","summary":"3月30日,美股三大股指期货上涨,截止发稿,道指期货涨0.29%,纳指期货涨0.24%,标普500指数期货涨0.31%。石油股盘前走高,$Battalion Oil$涨超13%,$西方石油$、$埃克森美孚$涨超1%;铝业股盘前上行,$美国铝业$涨超8%,$世纪铝业$涨超近7%,此前伊朗袭击中东地区的铝生产设施;加密货币概念股上涨,$BitMine$、$Cleanspark$涨超3%,$Strategy$涨超2%,$Coinbase$$、$Circle$、$Robinhood$跟涨。","content":"<html><head></head><body><p>3月30日,美股三大股指期货上涨,截止发稿,道指期货涨0.29%,纳指期货涨0.24%,标普500指数期货涨0.31%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cce046db3760785576699ccf0d8cae6c\" title=\"\" tg-width=\"375\" tg-height=\"173\"/></p><p>石油股盘前走高,<a href=\"https://laohu8.com/S/BATL\">Battalion Oil</a>涨超13%,<a href=\"https://laohu8.com/S/OXY\">西方石油</a>、<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>涨超1%;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/145f56f7fcdd52e9e0d44053bae82bae\" title=\"\" tg-width=\"465\" tg-height=\"135\"/></p><p>铝业股盘前上行,<a href=\"https://laohu8.com/S/AA\">美国铝业</a>涨超8%,<a href=\"https://laohu8.com/S/CENX\">世纪铝业</a>涨超近7%,此前伊朗袭击中东地区的铝生产设施;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7c897e8bddfc207ac3004eb6999ffd7\" title=\"\" tg-width=\"466\" tg-height=\"133\"/></p><p>加密货币概念股上涨,<a href=\"https://laohu8.com/S/BMNR\">BitMine</a>、<a href=\"https://laohu8.com/S/CLSK\">Cleanspark</a>涨超3%,<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>涨超2%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/CRCL\">Circle</a>、<a href=\"https://laohu8.com/S/HOOD\">Robinhood</a>跟涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eae2373703927cada1eb7f190804ac14\" title=\"\" tg-width=\"369\" tg-height=\"405\"/></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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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\">2026-03-30 16:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月30日,美股三大股指期货上涨,截止发稿,道指期货涨0.29%,纳指期货涨0.24%,标普500指数期货涨0.31%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cce046db3760785576699ccf0d8cae6c\" title=\"\" tg-width=\"375\" tg-height=\"173\"/></p><p>石油股盘前走高,<a href=\"https://laohu8.com/S/BATL\">Battalion Oil</a>涨超13%,<a href=\"https://laohu8.com/S/OXY\">西方石油</a>、<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>涨超1%;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/145f56f7fcdd52e9e0d44053bae82bae\" title=\"\" tg-width=\"465\" tg-height=\"135\"/></p><p>铝业股盘前上行,<a href=\"https://laohu8.com/S/AA\">美国铝业</a>涨超8%,<a href=\"https://laohu8.com/S/CENX\">世纪铝业</a>涨超近7%,此前伊朗袭击中东地区的铝生产设施;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7c897e8bddfc207ac3004eb6999ffd7\" title=\"\" tg-width=\"466\" tg-height=\"133\"/></p><p>加密货币概念股上涨,<a href=\"https://laohu8.com/S/BMNR\">BitMine</a>、<a href=\"https://laohu8.com/S/CLSK\">Cleanspark</a>涨超3%,<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>涨超2%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/CRCL\">Circle</a>、<a href=\"https://laohu8.com/S/HOOD\">Robinhood</a>跟涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eae2373703927cada1eb7f190804ac14\" title=\"\" tg-width=\"369\" tg-height=\"405\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU2543165471.USD":"E 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Oil涨超13%,西方石油、埃克森美孚涨超1%;铝业股盘前上行,美国铝业涨超8%,世纪铝业涨超近7%,此前伊朗袭击中东地区的铝生产设施;加密货币概念股上涨,BitMine、Cleanspark涨超3%,Strategy涨超2%,Coinbase、Circle、Robinhood跟涨。","news_type":1,"symbols_score_info":{"BATL":2,"BMNR":2,"CLSK":2,"AA":2}},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548154985730632,"gmtCreate":1774850480551,"gmtModify":1774850482620,"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/548154985730632","repostId":"2623395021","repostType":2,"repost":{"id":"2623395021","kind":"live","pubTimestamp":1774849225,"share":"https://www.laohu8.com/m/news/2623395021?lang=zh_CN&edition=full","pubTime":"2026-03-30 13:40","market":"hk","language":"zh","title":"中信建投:港股迎来春节后第一次做多机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2623395021","media":"智通财经","summary":"不能再用普涨思维参与。","content":"<html><head></head><body><p>中信建投发布研报称,当前港股仍处于牛市进程中的阶段性调整,外部扰动不改中期修复趋势,港股牛市格局有望延续,后续仍具备明确的投资机会。若后续外部冲击不再进一步升级,港股大概率脱离调整区间、重回震荡抬升通道,本轮行情后续也将从前期估值驱动切换至盈利驱动,主线聚焦结构性优质机会。配置上,互联网与AI平台是第一主线,高流动性科技龙头是第二主线,创新药与新消费是最有弹性的两个景气方向;红利只能缩圈精选,不能再用普涨思维参与。</p><p style=\"text-align: justify;\"><strong>中信建投主要观点如下:</strong></p><p style=\"text-align: justify;\"><strong>近三个月港股调整的核心原因有三:</strong>一是流动性预期收紧,美联储换届叠加美国再通胀预期升温,市场下调降息预期,美债收益率、美元指数走强,压制港股这类离岸市场估值。二是地缘与外资避险,中东冲突升级推升油价与通胀担忧,全球避险情绪升温,外资集中收缩亚太市场风险敞口,港股外资流出压力凸显。三是交易结构拥挤,前期科技、互联网板块资金扎堆,拥挤度偏高,外部扰动下率先遭获利减仓,形成短期负反馈,属于筹码层面调整,非基本面恶化。</p><p style=\"text-align: justify;\"><strong>从大周期看,港股已走出低位估值修复阶段,正式迈入牛市中后段,前期单边普涨行情终结,后续行情全面转向盈利驱动的结构性分化,业绩与景气度将成为核心选股标准。</strong>交易端采用分层布局策略,适配震荡抬升走势:底仓趁当前估值低位,提前分批布局核心龙头锁定筹码;确认仓等待业绩兑现、外部冲击缓和两大信号再加仓;回撤仓把握风险事件带来的错杀机会逆向布局,严控仓位兼顾攻防,规避情绪化操作。</p><p style=\"text-align: justify;\">配置上,<strong>互联网与AI平台是第一主线,高流动性科技龙头是第二主线,创新药与新消费是最有弹性的两个景气方向</strong>;红利只能缩圈精选,不能再用普涨思维参与。</p></body></html>","source":"live_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>中信建投:港股迎来春节后第一次做多机会</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\">\n中信建投:港股迎来春节后第一次做多机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-30 13:40 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1421617.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中信建投发布研报称,当前港股仍处于牛市进程中的阶段性调整,外部扰动不改中期修复趋势,港股牛市格局有望延续,后续仍具备明确的投资机会。若后续外部冲击不再进一步升级,港股大概率脱离调整区间、重回震荡抬升通道,本轮行情后续也将从前期估值驱动切换至盈利驱动,主线聚焦结构性优质机会。配置上,互联网与AI平台是第一主线,高流动性科技龙头是第二主线,创新药与新消费是最有弹性的两个景气方向;红利只能缩圈精选,不能...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1421617.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/0cf777090175126e4590c3b8afdfe41e","relate_stocks":{"HSCEI":"国企指数","HSTECH":"恒生科技指数","HSI":"恒生指数"},"source_url":"https://www.zhitongcaijing.com/content/detail/1421617.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2623395021","content_text":"中信建投发布研报称,当前港股仍处于牛市进程中的阶段性调整,外部扰动不改中期修复趋势,港股牛市格局有望延续,后续仍具备明确的投资机会。若后续外部冲击不再进一步升级,港股大概率脱离调整区间、重回震荡抬升通道,本轮行情后续也将从前期估值驱动切换至盈利驱动,主线聚焦结构性优质机会。配置上,互联网与AI平台是第一主线,高流动性科技龙头是第二主线,创新药与新消费是最有弹性的两个景气方向;红利只能缩圈精选,不能再用普涨思维参与。中信建投主要观点如下:近三个月港股调整的核心原因有三:一是流动性预期收紧,美联储换届叠加美国再通胀预期升温,市场下调降息预期,美债收益率、美元指数走强,压制港股这类离岸市场估值。二是地缘与外资避险,中东冲突升级推升油价与通胀担忧,全球避险情绪升温,外资集中收缩亚太市场风险敞口,港股外资流出压力凸显。三是交易结构拥挤,前期科技、互联网板块资金扎堆,拥挤度偏高,外部扰动下率先遭获利减仓,形成短期负反馈,属于筹码层面调整,非基本面恶化。从大周期看,港股已走出低位估值修复阶段,正式迈入牛市中后段,前期单边普涨行情终结,后续行情全面转向盈利驱动的结构性分化,业绩与景气度将成为核心选股标准。交易端采用分层布局策略,适配震荡抬升走势:底仓趁当前估值低位,提前分批布局核心龙头锁定筹码;确认仓等待业绩兑现、外部冲击缓和两大信号再加仓;回撤仓把握风险事件带来的错杀机会逆向布局,严控仓位兼顾攻防,规避情绪化操作。配置上,互联网与AI平台是第一主线,高流动性科技龙头是第二主线,创新药与新消费是最有弹性的两个景气方向;红利只能缩圈精选,不能再用普涨思维参与。","news_type":1,"symbols_score_info":{"HSCEI":2,"HSTECH":2,"HSI":2}},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548145687147032,"gmtCreate":1774848111829,"gmtModify":1774848114150,"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/548145687147032","repostId":"2623362581","repostType":2,"repost":{"id":"2623362581","kind":"news","pubTimestamp":1774848185,"share":"https://www.laohu8.com/m/news/2623362581?lang=zh_CN&edition=full","pubTime":"2026-03-30 13:23","market":"hk","language":"zh","title":"港股异动 | 长飞光纤光缆大涨超15%,四季度净利润同比大增234%","url":"https://stock-news.laohu8.com/highlight/detail?id=2623362581","media":"智通财经","summary":" 光纤光缆行业价格大幅上调。","content":"<html><head></head><body><p>3月30日周一,<a href=\"https://laohu8.com/S/06869\">长飞光纤光缆</a>午后继续拉升,截至发稿涨幅超15%。消息面上,<a href=\"https://laohu8.com/S/601869\">长飞光纤</a>发布年度业绩,全年年营业收入142.52亿元,同比增长16.85%;归属于上市公司股东的净利润8.14亿元,同比增长20.40%。按单季度数据看,第四季度营业总收入39.77亿元,同比上升13.53%,第四季度归母净利润3.44亿元,同比上升234.23%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/625f08066657527c8a358af480415407\" tg-width=\"560\" tg-height=\"240\"/></p><p>报告期内,光传输产品分部收入83.46亿元,同比增长6.09%;光互联组件分部收入31.44亿元,同比增长48.58%。</p><p>值得注意的是,黑龙江电信分发布2026年室外光缆应急采购项目招标公告。本项目中“光缆-GYTA-单模G.652D-24芯”光缆成缆单价最高限价3737.43元/皮长公里,据业内人士测算,G.652D光纤单价已经突破100元/芯公里大关。此前1月份,广东电信在项目集采中对“GYTA-单模G.652D-24芯”光缆成缆单价最高限价1245元/皮长公里,集采失败后3月份重启采购,报价提升至2500元/皮长公里,提价超100%。</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>港股异动 | 长飞光纤光缆大涨超15%,四季度净利润同比大增234%</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 长飞光纤光缆大涨超15%,四季度净利润同比大增234%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-30 13:23 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1421502.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月30日周一,长飞光纤光缆午后继续拉升,截至发稿涨幅超15%。消息面上,长飞光纤发布年度业绩,全年年营业收入142.52亿元,同比增长16.85%;归属于上市公司股东的净利润8.14亿元,同比增长20.40%。按单季度数据看,第四季度营业总收入39.77亿元,同比上升13.53%,第四季度归母净利润3.44亿元,同比上升234.23%。报告期内,光传输产品分部收入83.46亿元,同比增长...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1421502.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/5d971d0541d0fd12b4caebdb0e14cb43","relate_stocks":{"06869":"长飞光纤光缆"},"source_url":"http://www.zhitongcaijing.com/content/detail/1421502.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2623362581","content_text":"3月30日周一,长飞光纤光缆午后继续拉升,截至发稿涨幅超15%。消息面上,长飞光纤发布年度业绩,全年年营业收入142.52亿元,同比增长16.85%;归属于上市公司股东的净利润8.14亿元,同比增长20.40%。按单季度数据看,第四季度营业总收入39.77亿元,同比上升13.53%,第四季度归母净利润3.44亿元,同比上升234.23%。报告期内,光传输产品分部收入83.46亿元,同比增长6.09%;光互联组件分部收入31.44亿元,同比增长48.58%。值得注意的是,黑龙江电信分发布2026年室外光缆应急采购项目招标公告。本项目中“光缆-GYTA-单模G.652D-24芯”光缆成缆单价最高限价3737.43元/皮长公里,据业内人士测算,G.652D光纤单价已经突破100元/芯公里大关。此前1月份,广东电信在项目集采中对“GYTA-单模G.652D-24芯”光缆成缆单价最高限价1245元/皮长公里,集采失败后3月份重启采购,报价提升至2500元/皮长公里,提价超100%。","news_type":1,"symbols_score_info":{"06869":1.5}},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":547372226880936,"gmtCreate":1774659285864,"gmtModify":1774659288212,"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/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":{".IXIC":2,"AAPL":2}},"isVote":1,"tweetType":1,"viewCount":92,"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\" 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 | 道指跌入调整区间,科技股普跌,两大石油巨头创新高</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 | 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":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"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":{".DJI":2,".IXIC":2,".SPX":2}},"isVote":1,"tweetType":1,"viewCount":28,"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,"isVote":1,"tweetType":1,"viewCount":42,"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":"sg","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\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-03-26 23:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<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>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","LU0444971666.USD":"天利全球科技基金","BK4587":"ChatGPT概念","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2168564222.USD":"AZ 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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。 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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,"idStr":"21347731130544","authorIdStr":"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":6882,"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":"uk","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":{"LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","SGXZ86797644.SGD":"MAYBANK ASIAN GROWTH AND INCOME-I \"A\" (SGDHDG) INC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","AAOI":"Applied Optoelectronics Inc.","BK4220":"综合零售","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU0140636845.USD":"施罗德大中华区股票A Acc","LU1323998911.USD":"BGF ASIAN MULTI-ASSET 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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":{".DJI":2,".SPX":2,".IXIC":2,"AAOI":2}},"isVote":1,"tweetType":1,"viewCount":180,"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":{"LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","BK4148":"电子元件","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","BK4512":"苹果概念","COHR":"COHERENT","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","AAOI":"Applied Optoelectronics Inc.","BK4585":"ETF&股票定投概念","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","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","GLW":"康宁","BK4588":"碎股","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC"},"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":{"GLW":2,"AAOI":1.5,"COHR":2}},"isVote":1,"tweetType":1,"viewCount":163,"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":{"PLTA":"ProShares Ultra PLTR ETF","PLYY":"GraniteShares YieldBOOST PLTR ETF","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","PLTD":"1倍做空PLTR ETF-Direxion","BK4588":"碎股","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","PLTG":"2倍做多PLTR ETF-Leverage Shares","PLTR":"Palantir Technologies Inc.","BK4613":"AI应用软件","PLTI":"REX PLTR Growth & Income 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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)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":{"PTIR":0.6,"PLTD":0.6,"PLTR":1.98,"PLTI":0.6,"PLTW":0.6,"PLT":0.6,"PLYY":0.6,"PLTG":0.6,"PLTZ":0.6,"PLTA":0.6,"PLTY":0.6,"PLOO":0.6,"PLTU":0.6}},"isVote":1,"tweetType":1,"viewCount":188,"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,"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/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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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英伟达财报强劲提振,三星和SK海力士股价飙升至历史新高!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-26 12:23 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022612365497a71605&s=b><strong>invest 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":{"LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC","LU0251132253.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL 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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($150.7亿)在龙仁建设一座新的生产设施。AI推动的存储芯片市场供应短缺在2025年末推高了该板块的价格,使三星和SK海力士大为受益。这一趋势预计将在未来几个季度持续。","news_type":1,"symbols_score_info":{"NVDQ":0.6,"3NVD.UK":0.6,"NVD3.UK":0.6,"DIPS":0.6,"NVDA":1.9,"NVIW.SI":0.6,"NVD2.UK":0.6,"NVDD":0.6,"NVD":0.6,"NVII":0.6,"NVDB":0.6,"ANV":0.6,"NVDY":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDX":0.6,"SNVD.UK":0.6,"NVDG":0.6,"2NVD.UK":0.6,"NVDU":0.6,"SSNLF":1.92,"NVDW":0.6}},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537502380762256,"gmtCreate":1772247144767,"gmtModify":1772247146839,"author":{"id":"3575112980638286","authorId":"3575112980638286","name":"kikijoblor","avatar":"https://static.tigerbbs.com/f5e0c90c5476db763ae92614727b750d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575112980638286","authorIdStr":"3575112980638286"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537502380762256","repostId":"536873567830112","repostType":1,"repost":{"id":536873567830112,"gmtCreate":1772092896766,"gmtModify":1772092940061,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"韩国股市又大涨,如何借道ETF布局全球最牛股市?","htmlText":"KOSPI今日破6300点新高!继2025全年涨幅超过75%后,2026年开年不到两个月又上涨约46%,总市值破3.76万亿美元,先后超过德国和法国,成为全球第九大股票市场。 相关ETF年迄今涨幅同样惊人: <a href=\"https://laohu8.com/S/EWY\">$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":210,"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,"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/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":{".DJI":2,"NDX":2,".SPX":2,".IXIC":2}},"isVote":1,"tweetType":1,"viewCount":214,"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,"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/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; }\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\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-02-24 08:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<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>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41a3265725dba67c0660b26a189585aa","relate_stocks":{"09923":"移卡","00909":"明源云","02101":"福禄控股","01753":"兑吧","09600":"新纽科技","NOW":"ServiceNow","06988":"乐享集团","CRWD":"CrowdStrike Holdings, Inc.","WDAY":"Workday","02158":"医渡科技","SHOP":"Shopify Inc","00268":"金蝶国际","MNDY":"Monday.com Ltd.","02131":"云想科技","00354":"中国软件国际","02013":"微盟集团","01860":"汇量科技","08083":"有赞","SNOW":"Snowflake","CRM":"赛富时","03888":"金山软件","IBM":"IBM","IGV":"北美软件ETF-iShares"},"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":{"09923":2,"WDAY":2,"09600":2,"00354":2,"00268":2,"08083":2,"02158":2,"03888":2,"06988":2,"MNDY":2,"02101":2,"IBM":2,"CRM":2,"01860":2,"01753":2,"IGV":1,"02131":2,"NOW":2,"SHOP":2,"00909":2,"02013":2,"CRWD":2,"SNOW":2}},"isVote":1,"tweetType":1,"viewCount":52,"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,"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/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{ 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#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":{"ETSY":"Etsy, Inc.","FIG":"Simplify Macro Strategy ETF","DASH":"DoorDash, Inc."},"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,"DASH":2,"FIG":2}},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}