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08:30

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昨夜今晨｜中东紧张局势降温！特朗普同意停火两周；美股期指大涨、原油直线闪崩

04-07 20:18

除了美光都是韩系

全球首只内存主题ETF正式推出，三星、SK海力士、美光合计权重超73%

04-07 17:33

加不起油了，今天坐的地铁。一箱油快1000块了。

03-31

既然价格高，为何不全卖

巴菲特：在苹果上赚了1000亿，但卖早了！目前美股不便宜

03-31

高价值目标

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

03-26

公司是好公司，就是消费者难以持续购买。当消费者买的越来越多，家里堆积如山的时候。。。。。。。

泡泡玛特：于2026年3月26日回购394万股，耗资约6亿港元

03-26

为啥会单独上市？直接并入特斯拉大里不行吗

SpaceX计划最早于本周提交IPO申请筹集超过750亿美元资金

去老虎APP查看更多动态

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其他市场</h2><p>4月8日十年美债收益率持平，最新收益率为4.34%。</p><p>4月8日美元兑离岸人民币下降0.18%，报6.85；美元兑港币上升0.0015%，报7.84。</p><p>4月8日美元指数下降0.53%，报99.11。</p><p>4月8日WTI原油主连期货下跌12.68%，报98.63美元/桶；黄金主连期货上升3.45%，报4 846.30美元/盎司。</p><h2 id=\"id_4063766253\">03 国际宏观</h2><p><strong>美国总统特朗普同意暂缓对伊朗的军事打击两周，开启“双向停火”窗口。</strong>白宫称，在巴基斯坦及多方斡旋下，美方将暂不对伊朗发动进一步攻击，以换取伊朗开放霍尔木兹海峡并推进长期和平协议谈判，此举有望缓解中东紧张局势并影响能源市场风险溢价。</p><p><strong>巴基斯坦角色凸显，美伊间接谈判仍在持续且前景微妙。</strong>巴基斯坦官员透露，其正充当美伊信息传递的主要中间人，但伊朗近期针对沙特相关设施的行动令谈判面临中断风险；若沙特实施报复，地区安全形势或再度升温。</p><p><strong>美军空袭伊朗哈尔克岛目标引发油价V形反弹。</strong>美国官员证实对伊朗关键能源与军事设施实施打击，特朗普警告“不排除进一步行动”，一度推升<strong>WTI原油期货</strong>日内涨超四个百分点，凸显地缘冲突对全球能源供给的不确定性。</p><h2 id=\"id_44040059\">04 公司新闻</h2><p><strong>英特尔携手马斯克旗下SpaceX、特斯拉与xAI共建“Terafab”超算平台。</strong>英特尔宣布正式加入“Terafab”项目，目标在未来数年内打造每年<strong>1太瓦</strong>AI算力产能，为其晶圆代工业务打开关键客户渠道，刺激公司股价<strong>上涨4.19%</strong>。</p><p><strong>苹果首款可折叠iPhone因工程挑战或延后量产，但秋季发布计划未变。</strong>内部人士称，屏幕与材料复杂性增加可能限制初期供应，市场担忧拖累苹果股价<strong>下跌2.07%</strong>；公司仍坚持高端定价战略，预计售价逾<strong>2 000</strong>美元。</p><p><strong>SpaceX已秘密递交IPO申请，估值目标超2万亿美元引爆太空概念投资。</strong>知情人士称最早6月挂牌，市场憧憬史上最大规模上市；太空主题基金<strong>Procure Space ETF</strong>单季吸金约<strong>1.75</strong>亿美元，创成立以来新高。</p><p><strong>摩根大通下调特斯拉目标价至145美元，称库存高企将压制盈利。</strong>分析师维持“减持”评级，警示股价仍有近<strong>60%</strong>下行空间；特斯拉当日股价<strong>下跌1.75%</strong>并触及去年9月以来新低。</p><p><strong>博通与谷歌签署五年期合作，联合开发下一代AI TPU并向Anthropic供3.5吉瓦算力。</strong>该消息推动<strong>博通股价上涨6.21%</strong>，市场看好其在AI加速器领域的订单获取能力。</p><p><strong>美国医保监管机构上调Medicare Advantage付款2.48%，激励保险巨头大幅走高。联合健康</strong>股价暴升<strong>9.37%</strong>，<strong>哈门那</strong>同步冲高；更慷慨的补贴有望抬升行业盈利预期。</p><p><strong>赶上马斯克的火箭！SpaceX拟6月上市，太空主题ETF单季流入额创2019年来新高。</strong>据彭博援引知情人士透露，<strong>SpaceX已秘密提交IPO申请，目标估值已上调至逾2万亿美元，最早可能于今年6月挂牌上市。</strong></p><p>这一消息点燃了投资者进场热情——<strong>太空主题基金<a href=\"https://laohu8.com/S/UFO\">Procure Space ETF</a>今年一季度吸金近1.75亿美元，创下该基金2019年成立以来的单季最高流入纪录。</strong></p><p><strong>达美航空将率先公布一季报，烧油成本走高促市场关注盈利指引。</strong>分析师预期燃油波动或迫使航空公司下调全年展望，期权价格显示达美财报后股价或波动<strong>约7%</strong>。</p><p><strong>油价冲高带动能源股集体获益，西方石油、雪佛龙及埃克森美孚齐现资金流入。</strong>地缘风险加剧叠加潜在供应冲击，三大油企盘中涨幅分别达<strong>超过2%至11%</strong>，市场押注油气盈利改善。</p><p><strong>英伟达Rubin GPU量产进度受HBM供应限制，全年产量预期下调至150万颗。</strong>供应链消息令市场担忧短期供给瓶颈，但公司长期AI需求逻辑未变，股价仅小幅波动。</p><p><strong>思格新能拟全球发售1357.39万股，引入中国太保投资管理(香港)等基石投资者。</strong>思格新能(06656)于4月8日-4月13日招股，拟全球发售1357.39万股H股，香港公开发售占约10%，国际发售占约90%，另有约15%超额配股权。发售价将为每股发售股份324.20港元。每手100股，预期股份将于4月16日开始在联交所买卖。</p><p>---</p><p><strong>资料来源</strong> ：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></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｜中东紧张局势降温！特朗普同意停火两周；美股期指大涨、原油直线闪崩</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{ 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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昨夜今晨｜中东紧张局势降温！特朗普同意停火两周；美股期指大涨、原油直线闪崩\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\">2026-04-08 07:01</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/793fdc7ba9d5c2ad1ceb4689fab33fb3\" tg-width=\"2160\" tg-height=\"3840\"/></p><h2 id=\"id_2729874624\">01 股市</h2><p>4月8日，美股三大指数涨跌不一，截至收盘，道琼斯指数跌0.18%报46 584.46点，受能源与防御股分化拖累；标普500指数微涨0.08%至6 616.85点；纳斯达克综合指数涨0.10%收报22 017.85点，成长股韧性对冲了权重科技股的分化。整体来看，地缘局势牵动情绪，指数高位震荡。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/103e7c2f6dc24bd9fc1243123b6519da\" title=\"\" tg-width=\"969\" tg-height=\"143\"/></p><p>热门股异动：受定制芯片及AI合作利好驱动，博通（AVGO）涨6.21%至333.97美元；英特尔（INTC）涨4.19%至52.91美元，携手马斯克“Terafab”项目提振市场信心。医保费率上调使联合健康（UNH）飙升9.37%至307.73%。同时，特斯拉（TSLA）跌1.75%至346.65美元，遭小摩下调目标价；苹果（AAPL）跌2.07%至253.50美元，受折叠屏进展不及预期影响；英伟达（NVDA）小幅涨0.26%报178.10美元。</p><p>中概股方面：整体表现分化，电商及新能源车普遍承压；阿里巴巴跌2.12%至119.72美元，拼多多跌1.36%至99.54美元，小鹏汽车跌1.03%至17.22美元。亮点个股中，小i机器人（AIXI）暴涨142.60%至1.95美元，短线交易活跃。</p><h2 id=\"id_764373125\">02 其他市场</h2><p>4月8日十年美债收益率持平，最新收益率为4.34%。</p><p>4月8日美元兑离岸人民币下降0.18%，报6.85；美元兑港币上升0.0015%，报7.84。</p><p>4月8日美元指数下降0.53%，报99.11。</p><p>4月8日WTI原油主连期货下跌12.68%，报98.63美元/桶；黄金主连期货上升3.45%，报4 846.30美元/盎司。</p><h2 id=\"id_4063766253\">03 国际宏观</h2><p><strong>美国总统特朗普同意暂缓对伊朗的军事打击两周，开启“双向停火”窗口。</strong>白宫称，在巴基斯坦及多方斡旋下，美方将暂不对伊朗发动进一步攻击，以换取伊朗开放霍尔木兹海峡并推进长期和平协议谈判，此举有望缓解中东紧张局势并影响能源市场风险溢价。</p><p><strong>巴基斯坦角色凸显，美伊间接谈判仍在持续且前景微妙。</strong>巴基斯坦官员透露，其正充当美伊信息传递的主要中间人，但伊朗近期针对沙特相关设施的行动令谈判面临中断风险；若沙特实施报复，地区安全形势或再度升温。</p><p><strong>美军空袭伊朗哈尔克岛目标引发油价V形反弹。</strong>美国官员证实对伊朗关键能源与军事设施实施打击，特朗普警告“不排除进一步行动”，一度推升<strong>WTI原油期货</strong>日内涨超四个百分点，凸显地缘冲突对全球能源供给的不确定性。</p><h2 id=\"id_44040059\">04 公司新闻</h2><p><strong>英特尔携手马斯克旗下SpaceX、特斯拉与xAI共建“Terafab”超算平台。</strong>英特尔宣布正式加入“Terafab”项目，目标在未来数年内打造每年<strong>1太瓦</strong>AI算力产能，为其晶圆代工业务打开关键客户渠道，刺激公司股价<strong>上涨4.19%</strong>。</p><p><strong>苹果首款可折叠iPhone因工程挑战或延后量产，但秋季发布计划未变。</strong>内部人士称，屏幕与材料复杂性增加可能限制初期供应，市场担忧拖累苹果股价<strong>下跌2.07%</strong>；公司仍坚持高端定价战略，预计售价逾<strong>2 000</strong>美元。</p><p><strong>SpaceX已秘密递交IPO申请，估值目标超2万亿美元引爆太空概念投资。</strong>知情人士称最早6月挂牌，市场憧憬史上最大规模上市；太空主题基金<strong>Procure Space ETF</strong>单季吸金约<strong>1.75</strong>亿美元，创成立以来新高。</p><p><strong>摩根大通下调特斯拉目标价至145美元，称库存高企将压制盈利。</strong>分析师维持“减持”评级，警示股价仍有近<strong>60%</strong>下行空间；特斯拉当日股价<strong>下跌1.75%</strong>并触及去年9月以来新低。</p><p><strong>博通与谷歌签署五年期合作，联合开发下一代AI TPU并向Anthropic供3.5吉瓦算力。</strong>该消息推动<strong>博通股价上涨6.21%</strong>，市场看好其在AI加速器领域的订单获取能力。</p><p><strong>美国医保监管机构上调Medicare Advantage付款2.48%，激励保险巨头大幅走高。联合健康</strong>股价暴升<strong>9.37%</strong>，<strong>哈门那</strong>同步冲高；更慷慨的补贴有望抬升行业盈利预期。</p><p><strong>赶上马斯克的火箭！SpaceX拟6月上市，太空主题ETF单季流入额创2019年来新高。</strong>据彭博援引知情人士透露，<strong>SpaceX已秘密提交IPO申请，目标估值已上调至逾2万亿美元，最早可能于今年6月挂牌上市。</strong></p><p>这一消息点燃了投资者进场热情——<strong>太空主题基金<a href=\"https://laohu8.com/S/UFO\">Procure Space ETF</a>今年一季度吸金近1.75亿美元，创下该基金2019年成立以来的单季最高流入纪录。</strong></p><p><strong>达美航空将率先公布一季报，烧油成本走高促市场关注盈利指引。</strong>分析师预期燃油波动或迫使航空公司下调全年展望，期权价格显示达美财报后股价或波动<strong>约7%</strong>。</p><p><strong>油价冲高带动能源股集体获益，西方石油、雪佛龙及埃克森美孚齐现资金流入。</strong>地缘风险加剧叠加潜在供应冲击，三大油企盘中涨幅分别达<strong>超过2%至11%</strong>，市场押注油气盈利改善。</p><p><strong>英伟达Rubin GPU量产进度受HBM供应限制，全年产量预期下调至150万颗。</strong>供应链消息令市场担忧短期供给瓶颈，但公司长期AI需求逻辑未变，股价仅小幅波动。</p><p><strong>思格新能拟全球发售1357.39万股，引入中国太保投资管理(香港)等基石投资者。</strong>思格新能(06656)于4月8日-4月13日招股，拟全球发售1357.39万股H股，香港公开发售占约10%，国际发售占约90%，另有约15%超额配股权。发售价将为每股发售股份324.20港元。每手100股，预期股份将于4月16日开始在联交所买卖。</p><p>---</p><p><strong>资料来源</strong> ：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></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144722224","content_text":"01 股市4月8日，美股三大指数涨跌不一，截至收盘，道琼斯指数跌0.18%报46 584.46点，受能源与防御股分化拖累；标普500指数微涨0.08%至6 616.85点；纳斯达克综合指数涨0.10%收报22 017.85点，成长股韧性对冲了权重科技股的分化。整体来看，地缘局势牵动情绪，指数高位震荡。热门股异动：受定制芯片及AI合作利好驱动，博通（AVGO）涨6.21%至333.97美元；英特尔（INTC）涨4.19%至52.91美元，携手马斯克“Terafab”项目提振市场信心。医保费率上调使联合健康（UNH）飙升9.37%至307.73%。同时，特斯拉（TSLA）跌1.75%至346.65美元，遭小摩下调目标价；苹果（AAPL）跌2.07%至253.50美元，受折叠屏进展不及预期影响；英伟达（NVDA）小幅涨0.26%报178.10美元。中概股方面：整体表现分化，电商及新能源车普遍承压；阿里巴巴跌2.12%至119.72美元，拼多多跌1.36%至99.54美元，小鹏汽车跌1.03%至17.22美元。亮点个股中，小i机器人（AIXI）暴涨142.60%至1.95美元，短线交易活跃。02 其他市场4月8日十年美债收益率持平，最新收益率为4.34%。4月8日美元兑离岸人民币下降0.18%，报6.85；美元兑港币上升0.0015%，报7.84。4月8日美元指数下降0.53%，报99.11。4月8日WTI原油主连期货下跌12.68%，报98.63美元/桶；黄金主连期货上升3.45%，报4 846.30美元/盎司。03 国际宏观美国总统特朗普同意暂缓对伊朗的军事打击两周，开启“双向停火”窗口。白宫称，在巴基斯坦及多方斡旋下，美方将暂不对伊朗发动进一步攻击，以换取伊朗开放霍尔木兹海峡并推进长期和平协议谈判，此举有望缓解中东紧张局势并影响能源市场风险溢价。巴基斯坦角色凸显，美伊间接谈判仍在持续且前景微妙。巴基斯坦官员透露，其正充当美伊信息传递的主要中间人，但伊朗近期针对沙特相关设施的行动令谈判面临中断风险；若沙特实施报复，地区安全形势或再度升温。美军空袭伊朗哈尔克岛目标引发油价V形反弹。美国官员证实对伊朗关键能源与军事设施实施打击，特朗普警告“不排除进一步行动”，一度推升WTI原油期货日内涨超四个百分点，凸显地缘冲突对全球能源供给的不确定性。04 公司新闻英特尔携手马斯克旗下SpaceX、特斯拉与xAI共建“Terafab”超算平台。英特尔宣布正式加入“Terafab”项目，目标在未来数年内打造每年1太瓦AI算力产能，为其晶圆代工业务打开关键客户渠道，刺激公司股价上涨4.19%。苹果首款可折叠iPhone因工程挑战或延后量产，但秋季发布计划未变。内部人士称，屏幕与材料复杂性增加可能限制初期供应，市场担忧拖累苹果股价下跌2.07%；公司仍坚持高端定价战略，预计售价逾2 000美元。SpaceX已秘密递交IPO申请，估值目标超2万亿美元引爆太空概念投资。知情人士称最早6月挂牌，市场憧憬史上最大规模上市；太空主题基金Procure Space ETF单季吸金约1.75亿美元，创成立以来新高。摩根大通下调特斯拉目标价至145美元，称库存高企将压制盈利。分析师维持“减持”评级，警示股价仍有近60%下行空间；特斯拉当日股价下跌1.75%并触及去年9月以来新低。博通与谷歌签署五年期合作，联合开发下一代AI TPU并向Anthropic供3.5吉瓦算力。该消息推动博通股价上涨6.21%，市场看好其在AI加速器领域的订单获取能力。美国医保监管机构上调Medicare Advantage付款2.48%，激励保险巨头大幅走高。联合健康股价暴升9.37%，哈门那同步冲高；更慷慨的补贴有望抬升行业盈利预期。赶上马斯克的火箭！SpaceX拟6月上市，太空主题ETF单季流入额创2019年来新高。据彭博援引知情人士透露，SpaceX已秘密提交IPO申请，目标估值已上调至逾2万亿美元，最早可能于今年6月挂牌上市。这一消息点燃了投资者进场热情——太空主题基金Procure Space ETF今年一季度吸金近1.75亿美元，创下该基金2019年成立以来的单季最高流入纪录。达美航空将率先公布一季报，烧油成本走高促市场关注盈利指引。分析师预期燃油波动或迫使航空公司下调全年展望，期权价格显示达美财报后股价或波动约7%。油价冲高带动能源股集体获益，西方石油、雪佛龙及埃克森美孚齐现资金流入。地缘风险加剧叠加潜在供应冲击，三大油企盘中涨幅分别达超过2%至11%，市场押注油气盈利改善。英伟达Rubin GPU量产进度受HBM供应限制，全年产量预期下调至150万颗。供应链消息令市场担忧短期供给瓶颈，但公司长期AI需求逻辑未变，股价仅小幅波动。思格新能拟全球发售1357.39万股，引入中国太保投资管理(香港)等基石投资者。思格新能(06656)于4月8日-4月13日招股，拟全球发售1357.39万股H股，香港公开发售占约10%，国际发售占约90%，另有约15%超额配股权。发售价将为每股发售股份324.20港元。每手100股，预期股份将于4月16日开始在联交所买卖。---资料来源 ：公开市场数据免责声明 ：本内容仅供参考，不构成任何投资建议。","news_type":1,"symbols_score_info":{".DJI":1,".IXIC":1,".SPX":1}},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":551085630027024,"gmtCreate":1775564295386,"gmtModify":1775564297877,"author":{"id":"3575288541656970","authorId":"3575288541656970","name":"石头开门","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575288541656970","authorIdStr":"3575288541656970"},"themes":[],"title":"","htmlText":"除了美光都是韩系","listText":"除了美光都是韩系","text":"除了美光都是韩系","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551085630027024","repostId":"2625207980","repostType":4,"repost":{"id":"2625207980","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":1775547680,"share":"https://www.laohu8.com/m/news/2625207980?lang=zh_CN&edition=full","pubTime":"2026-04-07 15:41","market":"sh","language":"zh","title":"全球首只内存主题ETF正式推出，三星、SK海力士、美光合计权重超73%","url":"https://stock-news.laohu8.com/highlight/detail?id=2625207980","media":"华尔街见闻","summary":"Roundhill推出全球首只专注内存半导体的ETF，开辟AI基础设施投资新赛道。三星电子、SK海力士与美光科技分别以约25%、24.2%和23.8%的权重居前三位，合计占基金总权重逾73%。基金同日公布的持仓还涵盖铠侠控股、Sandisk、西部数据、希捷科技、南亚科技及华邦电子等存储产业链公司。","content":"<html><head></head><body><p>全球资本市场迎来首只专注内存半导体领域的交易所交易基金，为投资者开辟了一条直接布局AI基础设施核心赛道的新路径。</p><p>美国ETF发行商Roundhill Investments周四宣布推出<a href=\"https://laohu8.com/S/DRAM\">Roundhill Memory ETF</a>，成为全球首只以内存半导体为主题的ETF产品。该基金覆盖DRAM、高带宽内存（HBM）、NAND闪存及固态存储设备（SSD）等细分赛道的全球头部企业，直接对应当前AI算力扩张最为密集的硬件环节。</p><p>按4月1日持仓数据，<strong><a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>、SK海力士与<a href=\"https://laohu8.com/S/MU\">美光科技</a>分别以约25%、24.2%和23.8%的权重居前三位，合计占基金总权重逾73%。</strong>基金同日公布的持仓还涵盖铠侠控股、Sandisk、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>、<a href=\"https://laohu8.com/S/STX\">希捷科技</a>、南亚科技及华邦电子等存储产业链公司。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fbfb11fb6a4801d2f7f73e658b32b8b6\" tg-width=\"917\" tg-height=\"1046\"/></p><p>在AI大模型训练与推理场景下，上述产品正处于需求最为旺盛的周期。HBM作为连接GPU与内存的关键介质，已成为高端AI加速器不可或缺的组件，供给紧张态势持续推高相关厂商的议价能力。</p><h2 id=\"id_4266093361\">三巨头主导持仓格局</h2><p>Roundhill Investments在公告中指出，随着大规模AI训练与推理的算力需求持续扩张，内存半导体已成为AI基础设施建设中愈发稀缺的核心资源。</p><p>Roundhill Investments首席执行官Dave Mazza表示：&#34;内存正在向AI生态系统的核心位置移动。随着AI规模和复杂度的提升，对高性能内存的需求已成为制约AI发展速度的关键约束。DRAM的设计初衷，就是让投资者能够针对性地布局这一AI技术栈层的供应商，而这恰恰是宽泛型半导体基金所无法提供的。&#34;</p><p>从持仓分布来看，该基金在集中暴露龙头公司的同时，也兼顾了内存产业链的多元覆盖。<strong><a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>（24.99%）、SK海力士（24.22%）与美光科技（23.83%）合计权重达72.04%，构成基金的绝对核心。</strong></p><p>其余持仓分散于铠侠控股（4.87%）、Sandisk（4.66%）、西部数据（4.64%）、希捷科技（4.49%）、南亚科技（3.95%）及华邦电子（2.35%）。</p><p>Roundhill Investments成立于2018年，是一家专注于创新型ETF产品的美国证券交易委员会注册投资顾问。该公司旗下产品线覆盖主题股票、期权收益及交易类工具，其团队迄今已累计发行逾百只ETF，多款产品属于全球首发。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>全球首只内存主题ETF正式推出，三星、SK海力士、美光合计权重超73%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n全球首只内存主题ETF正式推出，三星、SK海力士、美光合计权重超73%\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\">2026-04-07 15:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>全球资本市场迎来首只专注内存半导体领域的交易所交易基金，为投资者开辟了一条直接布局AI基础设施核心赛道的新路径。</p><p>美国ETF发行商Roundhill Investments周四宣布推出<a href=\"https://laohu8.com/S/DRAM\">Roundhill Memory ETF</a>，成为全球首只以内存半导体为主题的ETF产品。该基金覆盖DRAM、高带宽内存（HBM）、NAND闪存及固态存储设备（SSD）等细分赛道的全球头部企业，直接对应当前AI算力扩张最为密集的硬件环节。</p><p>按4月1日持仓数据，<strong><a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>、SK海力士与<a href=\"https://laohu8.com/S/MU\">美光科技</a>分别以约25%、24.2%和23.8%的权重居前三位，合计占基金总权重逾73%。</strong>基金同日公布的持仓还涵盖铠侠控股、Sandisk、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>、<a href=\"https://laohu8.com/S/STX\">希捷科技</a>、南亚科技及华邦电子等存储产业链公司。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fbfb11fb6a4801d2f7f73e658b32b8b6\" tg-width=\"917\" tg-height=\"1046\"/></p><p>在AI大模型训练与推理场景下，上述产品正处于需求最为旺盛的周期。HBM作为连接GPU与内存的关键介质，已成为高端AI加速器不可或缺的组件，供给紧张态势持续推高相关厂商的议价能力。</p><h2 id=\"id_4266093361\">三巨头主导持仓格局</h2><p>Roundhill Investments在公告中指出，随着大规模AI训练与推理的算力需求持续扩张，内存半导体已成为AI基础设施建设中愈发稀缺的核心资源。</p><p>Roundhill Investments首席执行官Dave Mazza表示：&#34;内存正在向AI生态系统的核心位置移动。随着AI规模和复杂度的提升，对高性能内存的需求已成为制约AI发展速度的关键约束。DRAM的设计初衷，就是让投资者能够针对性地布局这一AI技术栈层的供应商，而这恰恰是宽泛型半导体基金所无法提供的。&#34;</p><p>从持仓分布来看，该基金在集中暴露龙头公司的同时，也兼顾了内存产业链的多元覆盖。<strong><a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>（24.99%）、SK海力士（24.22%）与美光科技（23.83%）合计权重达72.04%，构成基金的绝对核心。</strong></p><p>其余持仓分散于铠侠控股（4.87%）、Sandisk（4.66%）、西部数据（4.64%）、希捷科技（4.49%）、南亚科技（3.95%）及华邦电子（2.35%）。</p><p>Roundhill Investments成立于2018年，是一家专注于创新型ETF产品的美国证券交易委员会注册投资顾问。该公司旗下产品线覆盖主题股票、期权收益及交易类工具，其团队迄今已累计发行逾百只ETF，多款产品属于全球首发。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8fd5271ba4885dabd7633b23dfb3304b","relate_stocks":{"LU1267930813.SGD":"FRANKLIN 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ACC"},"source_url":"https://wallstreetcn.com/articles/3769379","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2625207980","content_text":"全球资本市场迎来首只专注内存半导体领域的交易所交易基金，为投资者开辟了一条直接布局AI基础设施核心赛道的新路径。美国ETF发行商Roundhill Investments周四宣布推出Roundhill Memory ETF，成为全球首只以内存半导体为主题的ETF产品。该基金覆盖DRAM、高带宽内存（HBM）、NAND闪存及固态存储设备（SSD）等细分赛道的全球头部企业，直接对应当前AI算力扩张最为密集的硬件环节。按4月1日持仓数据，三星电子、SK海力士与美光科技分别以约25%、24.2%和23.8%的权重居前三位，合计占基金总权重逾73%。基金同日公布的持仓还涵盖铠侠控股、Sandisk、西部数据、希捷科技、南亚科技及华邦电子等存储产业链公司。在AI大模型训练与推理场景下，上述产品正处于需求最为旺盛的周期。HBM作为连接GPU与内存的关键介质，已成为高端AI加速器不可或缺的组件，供给紧张态势持续推高相关厂商的议价能力。三巨头主导持仓格局Roundhill Investments在公告中指出，随着大规模AI训练与推理的算力需求持续扩张，内存半导体已成为AI基础设施建设中愈发稀缺的核心资源。Roundhill Investments首席执行官Dave Mazza表示：\"内存正在向AI生态系统的核心位置移动。随着AI规模和复杂度的提升，对高性能内存的需求已成为制约AI发展速度的关键约束。DRAM的设计初衷，就是让投资者能够针对性地布局这一AI技术栈层的供应商，而这恰恰是宽泛型半导体基金所无法提供的。\"从持仓分布来看，该基金在集中暴露龙头公司的同时，也兼顾了内存产业链的多元覆盖。三星电子（24.99%）、SK海力士（24.22%）与美光科技（23.83%）合计权重达72.04%，构成基金的绝对核心。其余持仓分散于铠侠控股（4.87%）、Sandisk（4.66%）、西部数据（4.64%）、希捷科技（4.49%）、南亚科技（3.95%）及华邦电子（2.35%）。Roundhill Investments成立于2018年，是一家专注于创新型ETF产品的美国证券交易委员会注册投资顾问。该公司旗下产品线覆盖主题股票、期权收益及交易类工具，其团队迄今已累计发行逾百只ETF，多款产品属于全球首发。","news_type":1,"symbols_score_info":{"DRAM":2}},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551045179877128,"gmtCreate":1775554419458,"gmtModify":1775554422142,"author":{"id":"3575288541656970","authorId":"3575288541656970","name":"石头开门","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575288541656970","authorIdStr":"3575288541656970"},"themes":[],"title":"","htmlText":"加不起油了，今天坐的地铁。一箱油快1000块了。","listText":"加不起油了，今天坐的地铁。一箱油快1000块了。","text":"加不起油了，今天坐的地铁。一箱油快1000块了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/551045179877128","isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274818828509","authorId":"3479274818828509","name":"catielover","avatar":"https://static.tigerbbs.com/8c149194220170114d93fcad48125f48","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274818828509","authorIdStr":"3479274818828509"},"content":"油价飞涨，开不起车了！","text":"油价飞涨，开不起车了！","html":"油价飞涨，开不起车了！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548644394665560,"gmtCreate":1774969875613,"gmtModify":1774969953551,"author":{"id":"3575288541656970","authorId":"3575288541656970","name":"石头开门","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575288541656970","authorIdStr":"3575288541656970"},"themes":[],"title":"","htmlText":"既然价格高，为何不全卖","listText":"既然价格高，为何不全卖","text":"既然价格高，为何不全卖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/548644394665560","repostId":"1110238150","repostType":4,"repost":{"id":"1110238150","kind":"news","pubTimestamp":1774959329,"share":"https://www.laohu8.com/m/news/1110238150?lang=zh_CN&edition=full","pubTime":"2026-03-31 20:15","market":"us","language":"zh","title":"巴菲特：在苹果上赚了1000亿，但卖早了！目前美股不便宜","url":"https://stock-news.laohu8.com/highlight/detail?id=1110238150","media":"华尔街见闻","summary":"3月31日，沃伦·巴菲特表示，股票市场估值仍然缺乏吸引力；若市场出现大幅下跌，伯克希尔公司将动用现金。苹果仍是伯克希尔公司最大的单一投资项目，卖出苹果股票太早。","content":"<html><head></head><body><blockquote><p>伯克希尔截至去年底持有逾3700亿美元现金及等价物，本周再度购入170亿美元国库券。沃伦·巴菲特表示，现在的市场&#34;并不便宜&#34;，出现大幅下跌才会考虑入市；坦言苹果“卖早了”，但当前估值没有吸引力；关于降息，其关注点在通胀走势与银行体系的稳定性。</p></blockquote><p style=\"text-align: justify;\">沃伦·巴菲特表示，尽管已卸任首席执行官，他仍深度参与伯克希尔哈撒韦的投资决策，但当前市场估值远未达到其出手标准，手握逾3500亿美元现金的伯克希尔将等待更大幅度的市场下跌才会大规模布局。</p><p style=\"text-align: justify;\">巴菲特周二在接受CNBC采访时表示，近期市场波动与历史上真正的买入良机相比不值一提——伯克希尔历史上曾三度经历市场腰斩以上的跌幅，而&#34;这次什么都不算&#34;。</p><p style=\"text-align: justify;\">他仅透露近期完成了&#34;一笔很小的新投资&#34;，未作进一步说明，同时宣布伯克希尔本周在美国财政部每周拍卖中购入了170亿美元国库券。</p><p style=\"text-align: justify;\">在苹果持仓问题上，巴菲特承认卖早了，并表示若价格足够低，不排除大举买入。苹果依然是伯克希尔规模最大的单只股票持仓。</p><h2 id=\"735d7e6e\">仍然主导投资决策，每日进办公室参与交易</h2><p style=\"text-align: justify;\">巴菲特于2026年初将CEO职位交棒给Greg Abel，但他强调自己依然每天到办公室，与同事协作处理交易，并对投资决策保持亲力亲为的参与。</p><p style=\"text-align: justify;\">据他介绍，其日常工作包括在开盘前致电伯克希尔金融资产总监Mark Millard，讨论市场动态。Millard的办公室距巴菲特约20英尺，负责根据两人的沟通执行交易。</p><p style=\"text-align: justify;\">&#34;我不会做任何Greg认为错误的投资，Greg每天都会收到报表，&#34;巴菲特说。目前他仍担任公司董事长。</p><h2 id=\"3c4284f0\">市场不够便宜，手握重金等待时机</h2><p style=\"text-align: justify;\">巴菲特对当前市场明确表示谨慎。他说，自己不会仅仅为了博取指数5%至6%的反弹收益而入场，现在的市场&#34;并不便宜&#34;。</p><p style=\"text-align: justify;\">伯克希尔截至去年底持有逾3700亿美元现金及等价物，主要以国库券形式持有。本周再度购入170亿美元国库券，进一步强化了其稳健防御的资产配置立场。</p><p style=\"text-align: justify;\">巴菲特暗示，若市场出现大幅下跌，届时才会动用这笔庞大的现金储备。他以历史为据指出，伯克希尔过去曾经历三次超过50%的市值缩水，并将此类时刻视为真正的布局窗口，而非当前这种程度的调整。</p><h2 id=\"ddb2f5b1\">坦言卖早苹果，但当前估值仍不具吸引力</h2><p style=\"text-align: justify;\">巴菲特承认减持苹果是一个过早的决定。&#34;我卖早了，但我买得更早，&#34;他说。</p><p style=\"text-align: justify;\">根据InsiderScore的数据，伯克希尔已将苹果持仓削减至约619.6亿美元，但苹果仍是其最大单只股票投资。巴菲特表示伯克希尔在这笔投资上税前累计获利逾1000亿美元。</p><p style=\"text-align: justify;\">尽管苹果股价已从近期高点下跌逾14%，道琼斯和纳斯达克综合指数均已陷入技术性回调区间，巴菲特仍认为苹果当前价位尚不足够吸引人。他表示，不排除苹果在某个价格点上触发伯克希尔大规模买入，&#34;但不是在这个市场&#34;。</p><p style=\"text-align: justify;\">巴菲特对苹果CEO Tim Cook给予高度评价，称其是&#34;出色的管理者&#34;，在与全球各方的协调沟通上表现卓越，并认为Cook在乔布斯留下的基础上将公司经营得更为出色。</p><h2 id=\"27a16371\">对降息表态审慎，关注通胀与银行稳定性</h2><p style=\"text-align: justify;\">在货币政策问题上，巴菲特表示，如果自己身处美联储，不确定是否会选择降息，主要关注点在于通胀走势以及银行体系的稳定性。</p><p style=\"text-align: justify;\">他未就当前美联储具体决策作出评价，措辞谨慎，但上述表态反映出他对当前宏观环境的整体判断——在通胀风险尚未完全消退、金融体系稳定性存在隐忧的背景下，政策宽松仍需谨慎权衡。</p></body></html>","source":"lsy1762389672944","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>巴菲特：在苹果上赚了1000亿，但卖早了！目前美股不便宜 </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巴菲特：在苹果上赚了1000亿，但卖早了！目前美股不便宜 \n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-31 20:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3768902><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伯克希尔截至去年底持有逾3700亿美元现金及等价物，本周再度购入170亿美元国库券。沃伦·巴菲特表示，现在的市场\"并不便宜\"，出现大幅下跌才会考虑入市；坦言苹果“卖早了”，但当前估值没有吸引力；关于降息，其关注点在通胀走势与银行体系的稳定性。沃伦·巴菲特表示，尽管已卸任首席执行官，他仍深度参与伯克希尔哈撒韦的投资决策，但当前市场估值远未达到其出手标准，手握逾3500亿美元现金的伯克希尔将等待更...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3768902\">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/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"AAPL":"苹果"},"source_url":"https://wallstreetcn.com/articles/3768902","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110238150","content_text":"伯克希尔截至去年底持有逾3700亿美元现金及等价物，本周再度购入170亿美元国库券。沃伦·巴菲特表示，现在的市场\"并不便宜\"，出现大幅下跌才会考虑入市；坦言苹果“卖早了”，但当前估值没有吸引力；关于降息，其关注点在通胀走势与银行体系的稳定性。沃伦·巴菲特表示，尽管已卸任首席执行官，他仍深度参与伯克希尔哈撒韦的投资决策，但当前市场估值远未达到其出手标准，手握逾3500亿美元现金的伯克希尔将等待更大幅度的市场下跌才会大规模布局。巴菲特周二在接受CNBC采访时表示，近期市场波动与历史上真正的买入良机相比不值一提——伯克希尔历史上曾三度经历市场腰斩以上的跌幅，而\"这次什么都不算\"。他仅透露近期完成了\"一笔很小的新投资\"，未作进一步说明，同时宣布伯克希尔本周在美国财政部每周拍卖中购入了170亿美元国库券。在苹果持仓问题上，巴菲特承认卖早了，并表示若价格足够低，不排除大举买入。苹果依然是伯克希尔规模最大的单只股票持仓。仍然主导投资决策，每日进办公室参与交易巴菲特于2026年初将CEO职位交棒给Greg Abel，但他强调自己依然每天到办公室，与同事协作处理交易，并对投资决策保持亲力亲为的参与。据他介绍，其日常工作包括在开盘前致电伯克希尔金融资产总监Mark Millard，讨论市场动态。Millard的办公室距巴菲特约20英尺，负责根据两人的沟通执行交易。\"我不会做任何Greg认为错误的投资，Greg每天都会收到报表，\"巴菲特说。目前他仍担任公司董事长。市场不够便宜，手握重金等待时机巴菲特对当前市场明确表示谨慎。他说，自己不会仅仅为了博取指数5%至6%的反弹收益而入场，现在的市场\"并不便宜\"。伯克希尔截至去年底持有逾3700亿美元现金及等价物，主要以国库券形式持有。本周再度购入170亿美元国库券，进一步强化了其稳健防御的资产配置立场。巴菲特暗示，若市场出现大幅下跌，届时才会动用这笔庞大的现金储备。他以历史为据指出，伯克希尔过去曾经历三次超过50%的市值缩水，并将此类时刻视为真正的布局窗口，而非当前这种程度的调整。坦言卖早苹果，但当前估值仍不具吸引力巴菲特承认减持苹果是一个过早的决定。\"我卖早了，但我买得更早，\"他说。根据InsiderScore的数据，伯克希尔已将苹果持仓削减至约619.6亿美元，但苹果仍是其最大单只股票投资。巴菲特表示伯克希尔在这笔投资上税前累计获利逾1000亿美元。尽管苹果股价已从近期高点下跌逾14%，道琼斯和纳斯达克综合指数均已陷入技术性回调区间，巴菲特仍认为苹果当前价位尚不足够吸引人。他表示，不排除苹果在某个价格点上触发伯克希尔大规模买入，\"但不是在这个市场\"。巴菲特对苹果CEO Tim Cook给予高度评价，称其是\"出色的管理者\"，在与全球各方的协调沟通上表现卓越，并认为Cook在乔布斯留下的基础上将公司经营得更为出色。对降息表态审慎，关注通胀与银行稳定性在货币政策问题上，巴菲特表示，如果自己身处美联储，不确定是否会选择降息，主要关注点在于通胀走势以及银行体系的稳定性。他未就当前美联储具体决策作出评价，措辞谨慎，但上述表态反映出他对当前宏观环境的整体判断——在通胀风险尚未完全消退、金融体系稳定性存在隐忧的背景下，政策宽松仍需谨慎权衡。","news_type":1,"symbols_score_info":{"AAPL":2}},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548643907069808,"gmtCreate":1774969821155,"gmtModify":1774969876096,"author":{"id":"3575288541656970","authorId":"3575288541656970","name":"石头开门","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575288541656970","authorIdStr":"3575288541656970"},"themes":[],"title":"","htmlText":"高价值目标","listText":"高价值目标","text":"高价值目标","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548643907069808","repostId":"1120895256","repostType":4,"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":{"LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU0345769631.USD":"NINETY ONE GSF 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17:18","market":"us","language":"zh","title":"泡泡玛特：于2026年3月26日回购394万股，耗资约6亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1149689607","media":"老虎资讯综合","summary":"3月26日，泡泡玛特：于2026年3月26日回购394万股，耗资约6亿港元。","content":"<html><head></head><body><p>3月26日，泡泡玛特：于2026年3月26日回购394万股，耗资约6亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/685656e1b8a81c22a77e8df3ad5f0bc4\" tg-width=\"1332\" tg-height=\"669\"/></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>泡泡玛特：于2026年3月26日回购394万股，耗资约6亿港元</title>\n<style 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17:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月26日，泡泡玛特：于2026年3月26日回购394万股，耗资约6亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/685656e1b8a81c22a77e8df3ad5f0bc4\" tg-width=\"1332\" tg-height=\"669\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"09992":"泡泡玛特"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149689607","content_text":"3月26日，泡泡玛特：于2026年3月26日回购394万股，耗资约6亿港元。","news_type":1,"symbols_score_info":{"09992":1}},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546831313290904,"gmtCreate":1774527231401,"gmtModify":1774529778607,"author":{"id":"3575288541656970","authorId":"3575288541656970","name":"石头开门","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575288541656970","authorIdStr":"3575288541656970"},"themes":[],"title":"","htmlText":"为啥会单独上市？直接并入特斯拉大里不行吗","listText":"为啥会单独上市？直接并入特斯拉大里不行吗","text":"为啥会单独上市？直接并入特斯拉大里不行吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546831313290904","repostId":"1139079394","repostType":2,"repost":{"id":"1139079394","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":1774397974,"share":"https://www.laohu8.com/m/news/1139079394?lang=zh_CN&edition=full","pubTime":"2026-03-25 08:19","market":"us","language":"zh","title":"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=1139079394","media":"老虎资讯综合","summary":"据报道，SpaceX计划最早于本周提交IPO申请","content":"<html><head></head><body><p>3月25日，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。</p><p>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></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>SpaceX计划最早于本周提交IPO申请筹集超过750亿美元资金</title>\n<style 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08:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月25日，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。</p><p>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></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dd670b33e4be0b539deec0a137f39872","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139079394","content_text":"3月25日，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。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":551045179877128,"gmtCreate":1775554419458,"gmtModify":1775554422142,"author":{"id":"3575288541656970","authorId":"3575288541656970","name":"石头开门","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575288541656970","idStr":"3575288541656970"},"themes":[],"title":"","htmlText":"加不起油了，今天坐的地铁。一箱油快1000块了。","listText":"加不起油了，今天坐的地铁。一箱油快1000块了。","text":"加不起油了，今天坐的地铁。一箱油快1000块了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/551045179877128","isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274818828509","authorId":"3479274818828509","name":"catielover","avatar":"https://static.tigerbbs.com/8c149194220170114d93fcad48125f48","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274818828509","idStr":"3479274818828509"},"content":"油价飞涨，开不起车了！","text":"油价飞涨，开不起车了！","html":"油价飞涨，开不起车了！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551085630027024,"gmtCreate":1775564295386,"gmtModify":1775564297877,"author":{"id":"3575288541656970","authorId":"3575288541656970","name":"石头开门","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575288541656970","idStr":"3575288541656970"},"themes":[],"title":"","htmlText":"除了美光都是韩系","listText":"除了美光都是韩系","text":"除了美光都是韩系","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551085630027024","repostId":"2625207980","repostType":4,"repost":{"id":"2625207980","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":1775547680,"share":"https://www.laohu8.com/m/news/2625207980?lang=zh_CN&edition=full","pubTime":"2026-04-07 15:41","market":"sh","language":"zh","title":"全球首只内存主题ETF正式推出，三星、SK海力士、美光合计权重超73%","url":"https://stock-news.laohu8.com/highlight/detail?id=2625207980","media":"华尔街见闻","summary":"Roundhill推出全球首只专注内存半导体的ETF，开辟AI基础设施投资新赛道。三星电子、SK海力士与美光科技分别以约25%、24.2%和23.8%的权重居前三位，合计占基金总权重逾73%。基金同日公布的持仓还涵盖铠侠控股、Sandisk、西部数据、希捷科技、南亚科技及华邦电子等存储产业链公司。","content":"<html><head></head><body><p>全球资本市场迎来首只专注内存半导体领域的交易所交易基金，为投资者开辟了一条直接布局AI基础设施核心赛道的新路径。</p><p>美国ETF发行商Roundhill Investments周四宣布推出<a href=\"https://laohu8.com/S/DRAM\">Roundhill Memory ETF</a>，成为全球首只以内存半导体为主题的ETF产品。该基金覆盖DRAM、高带宽内存（HBM）、NAND闪存及固态存储设备（SSD）等细分赛道的全球头部企业，直接对应当前AI算力扩张最为密集的硬件环节。</p><p>按4月1日持仓数据，<strong><a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>、SK海力士与<a href=\"https://laohu8.com/S/MU\">美光科技</a>分别以约25%、24.2%和23.8%的权重居前三位，合计占基金总权重逾73%。</strong>基金同日公布的持仓还涵盖铠侠控股、Sandisk、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>、<a href=\"https://laohu8.com/S/STX\">希捷科技</a>、南亚科技及华邦电子等存储产业链公司。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fbfb11fb6a4801d2f7f73e658b32b8b6\" tg-width=\"917\" tg-height=\"1046\"/></p><p>在AI大模型训练与推理场景下，上述产品正处于需求最为旺盛的周期。HBM作为连接GPU与内存的关键介质，已成为高端AI加速器不可或缺的组件，供给紧张态势持续推高相关厂商的议价能力。</p><h2 id=\"id_4266093361\">三巨头主导持仓格局</h2><p>Roundhill Investments在公告中指出，随着大规模AI训练与推理的算力需求持续扩张，内存半导体已成为AI基础设施建设中愈发稀缺的核心资源。</p><p>Roundhill Investments首席执行官Dave Mazza表示：&#34;内存正在向AI生态系统的核心位置移动。随着AI规模和复杂度的提升，对高性能内存的需求已成为制约AI发展速度的关键约束。DRAM的设计初衷，就是让投资者能够针对性地布局这一AI技术栈层的供应商，而这恰恰是宽泛型半导体基金所无法提供的。&#34;</p><p>从持仓分布来看，该基金在集中暴露龙头公司的同时，也兼顾了内存产业链的多元覆盖。<strong><a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>（24.99%）、SK海力士（24.22%）与美光科技（23.83%）合计权重达72.04%，构成基金的绝对核心。</strong></p><p>其余持仓分散于铠侠控股（4.87%）、Sandisk（4.66%）、西部数据（4.64%）、希捷科技（4.49%）、南亚科技（3.95%）及华邦电子（2.35%）。</p><p>Roundhill Investments成立于2018年，是一家专注于创新型ETF产品的美国证券交易委员会注册投资顾问。该公司旗下产品线覆盖主题股票、期权收益及交易类工具，其团队迄今已累计发行逾百只ETF，多款产品属于全球首发。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>全球首只内存主题ETF正式推出，三星、SK海力士、美光合计权重超73%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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\">2026-04-07 15:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>全球资本市场迎来首只专注内存半导体领域的交易所交易基金，为投资者开辟了一条直接布局AI基础设施核心赛道的新路径。</p><p>美国ETF发行商Roundhill Investments周四宣布推出<a href=\"https://laohu8.com/S/DRAM\">Roundhill Memory ETF</a>，成为全球首只以内存半导体为主题的ETF产品。该基金覆盖DRAM、高带宽内存（HBM）、NAND闪存及固态存储设备（SSD）等细分赛道的全球头部企业，直接对应当前AI算力扩张最为密集的硬件环节。</p><p>按4月1日持仓数据，<strong><a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>、SK海力士与<a href=\"https://laohu8.com/S/MU\">美光科技</a>分别以约25%、24.2%和23.8%的权重居前三位，合计占基金总权重逾73%。</strong>基金同日公布的持仓还涵盖铠侠控股、Sandisk、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>、<a href=\"https://laohu8.com/S/STX\">希捷科技</a>、南亚科技及华邦电子等存储产业链公司。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fbfb11fb6a4801d2f7f73e658b32b8b6\" tg-width=\"917\" tg-height=\"1046\"/></p><p>在AI大模型训练与推理场景下，上述产品正处于需求最为旺盛的周期。HBM作为连接GPU与内存的关键介质，已成为高端AI加速器不可或缺的组件，供给紧张态势持续推高相关厂商的议价能力。</p><h2 id=\"id_4266093361\">三巨头主导持仓格局</h2><p>Roundhill Investments在公告中指出，随着大规模AI训练与推理的算力需求持续扩张，内存半导体已成为AI基础设施建设中愈发稀缺的核心资源。</p><p>Roundhill Investments首席执行官Dave Mazza表示：&#34;内存正在向AI生态系统的核心位置移动。随着AI规模和复杂度的提升，对高性能内存的需求已成为制约AI发展速度的关键约束。DRAM的设计初衷，就是让投资者能够针对性地布局这一AI技术栈层的供应商，而这恰恰是宽泛型半导体基金所无法提供的。&#34;</p><p>从持仓分布来看，该基金在集中暴露龙头公司的同时，也兼顾了内存产业链的多元覆盖。<strong><a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>（24.99%）、SK海力士（24.22%）与美光科技（23.83%）合计权重达72.04%，构成基金的绝对核心。</strong></p><p>其余持仓分散于铠侠控股（4.87%）、Sandisk（4.66%）、西部数据（4.64%）、希捷科技（4.49%）、南亚科技（3.95%）及华邦电子（2.35%）。</p><p>Roundhill Investments成立于2018年，是一家专注于创新型ETF产品的美国证券交易委员会注册投资顾问。该公司旗下产品线覆盖主题股票、期权收益及交易类工具，其团队迄今已累计发行逾百只ETF，多款产品属于全球首发。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8fd5271ba4885dabd7633b23dfb3304b","relate_stocks":{"LU1267930813.SGD":"FRANKLIN 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ACC"},"source_url":"https://wallstreetcn.com/articles/3769379","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2625207980","content_text":"全球资本市场迎来首只专注内存半导体领域的交易所交易基金，为投资者开辟了一条直接布局AI基础设施核心赛道的新路径。美国ETF发行商Roundhill Investments周四宣布推出Roundhill Memory ETF，成为全球首只以内存半导体为主题的ETF产品。该基金覆盖DRAM、高带宽内存（HBM）、NAND闪存及固态存储设备（SSD）等细分赛道的全球头部企业，直接对应当前AI算力扩张最为密集的硬件环节。按4月1日持仓数据，三星电子、SK海力士与美光科技分别以约25%、24.2%和23.8%的权重居前三位，合计占基金总权重逾73%。基金同日公布的持仓还涵盖铠侠控股、Sandisk、西部数据、希捷科技、南亚科技及华邦电子等存储产业链公司。在AI大模型训练与推理场景下，上述产品正处于需求最为旺盛的周期。HBM作为连接GPU与内存的关键介质，已成为高端AI加速器不可或缺的组件，供给紧张态势持续推高相关厂商的议价能力。三巨头主导持仓格局Roundhill Investments在公告中指出，随着大规模AI训练与推理的算力需求持续扩张，内存半导体已成为AI基础设施建设中愈发稀缺的核心资源。Roundhill Investments首席执行官Dave Mazza表示：\"内存正在向AI生态系统的核心位置移动。随着AI规模和复杂度的提升，对高性能内存的需求已成为制约AI发展速度的关键约束。DRAM的设计初衷，就是让投资者能够针对性地布局这一AI技术栈层的供应商，而这恰恰是宽泛型半导体基金所无法提供的。\"从持仓分布来看，该基金在集中暴露龙头公司的同时，也兼顾了内存产业链的多元覆盖。三星电子（24.99%）、SK海力士（24.22%）与美光科技（23.83%）合计权重达72.04%，构成基金的绝对核心。其余持仓分散于铠侠控股（4.87%）、Sandisk（4.66%）、西部数据（4.64%）、希捷科技（4.49%）、南亚科技（3.95%）及华邦电子（2.35%）。Roundhill Investments成立于2018年，是一家专注于创新型ETF产品的美国证券交易委员会注册投资顾问。该公司旗下产品线覆盖主题股票、期权收益及交易类工具，其团队迄今已累计发行逾百只ETF，多款产品属于全球首发。","news_type":1,"symbols_score_info":{"DRAM":2}},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548643907069808,"gmtCreate":1774969821155,"gmtModify":1774969876096,"author":{"id":"3575288541656970","authorId":"3575288541656970","name":"石头开门","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575288541656970","idStr":"3575288541656970"},"themes":[],"title":"","htmlText":"高价值目标","listText":"高价值目标","text":"高价值目标","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548643907069808","repostId":"1120895256","repostType":4,"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\" 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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":{"LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU0345769631.USD":"NINETY ONE GSF 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(新华社)","news_type":1,"symbols_score_info":{"AAPL":2,"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548644394665560,"gmtCreate":1774969875613,"gmtModify":1774969953551,"author":{"id":"3575288541656970","authorId":"3575288541656970","name":"石头开门","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575288541656970","idStr":"3575288541656970"},"themes":[],"title":"","htmlText":"既然价格高，为何不全卖","listText":"既然价格高，为何不全卖","text":"既然价格高，为何不全卖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/548644394665560","repostId":"1110238150","repostType":4,"repost":{"id":"1110238150","kind":"news","pubTimestamp":1774959329,"share":"https://www.laohu8.com/m/news/1110238150?lang=zh_CN&edition=full","pubTime":"2026-03-31 20:15","market":"us","language":"zh","title":"巴菲特：在苹果上赚了1000亿，但卖早了！目前美股不便宜","url":"https://stock-news.laohu8.com/highlight/detail?id=1110238150","media":"华尔街见闻","summary":"3月31日，沃伦·巴菲特表示，股票市场估值仍然缺乏吸引力；若市场出现大幅下跌，伯克希尔公司将动用现金。苹果仍是伯克希尔公司最大的单一投资项目，卖出苹果股票太早。","content":"<html><head></head><body><blockquote><p>伯克希尔截至去年底持有逾3700亿美元现金及等价物，本周再度购入170亿美元国库券。沃伦·巴菲特表示，现在的市场&#34;并不便宜&#34;，出现大幅下跌才会考虑入市；坦言苹果“卖早了”，但当前估值没有吸引力；关于降息，其关注点在通胀走势与银行体系的稳定性。</p></blockquote><p style=\"text-align: justify;\">沃伦·巴菲特表示，尽管已卸任首席执行官，他仍深度参与伯克希尔哈撒韦的投资决策，但当前市场估值远未达到其出手标准，手握逾3500亿美元现金的伯克希尔将等待更大幅度的市场下跌才会大规模布局。</p><p style=\"text-align: justify;\">巴菲特周二在接受CNBC采访时表示，近期市场波动与历史上真正的买入良机相比不值一提——伯克希尔历史上曾三度经历市场腰斩以上的跌幅，而&#34;这次什么都不算&#34;。</p><p style=\"text-align: justify;\">他仅透露近期完成了&#34;一笔很小的新投资&#34;，未作进一步说明，同时宣布伯克希尔本周在美国财政部每周拍卖中购入了170亿美元国库券。</p><p style=\"text-align: justify;\">在苹果持仓问题上，巴菲特承认卖早了，并表示若价格足够低，不排除大举买入。苹果依然是伯克希尔规模最大的单只股票持仓。</p><h2 id=\"735d7e6e\">仍然主导投资决策，每日进办公室参与交易</h2><p style=\"text-align: justify;\">巴菲特于2026年初将CEO职位交棒给Greg Abel，但他强调自己依然每天到办公室，与同事协作处理交易，并对投资决策保持亲力亲为的参与。</p><p style=\"text-align: justify;\">据他介绍，其日常工作包括在开盘前致电伯克希尔金融资产总监Mark Millard，讨论市场动态。Millard的办公室距巴菲特约20英尺，负责根据两人的沟通执行交易。</p><p style=\"text-align: justify;\">&#34;我不会做任何Greg认为错误的投资，Greg每天都会收到报表，&#34;巴菲特说。目前他仍担任公司董事长。</p><h2 id=\"3c4284f0\">市场不够便宜，手握重金等待时机</h2><p style=\"text-align: justify;\">巴菲特对当前市场明确表示谨慎。他说，自己不会仅仅为了博取指数5%至6%的反弹收益而入场，现在的市场&#34;并不便宜&#34;。</p><p style=\"text-align: justify;\">伯克希尔截至去年底持有逾3700亿美元现金及等价物，主要以国库券形式持有。本周再度购入170亿美元国库券，进一步强化了其稳健防御的资产配置立场。</p><p style=\"text-align: justify;\">巴菲特暗示，若市场出现大幅下跌，届时才会动用这笔庞大的现金储备。他以历史为据指出，伯克希尔过去曾经历三次超过50%的市值缩水，并将此类时刻视为真正的布局窗口，而非当前这种程度的调整。</p><h2 id=\"ddb2f5b1\">坦言卖早苹果，但当前估值仍不具吸引力</h2><p style=\"text-align: justify;\">巴菲特承认减持苹果是一个过早的决定。&#34;我卖早了，但我买得更早，&#34;他说。</p><p style=\"text-align: justify;\">根据InsiderScore的数据，伯克希尔已将苹果持仓削减至约619.6亿美元，但苹果仍是其最大单只股票投资。巴菲特表示伯克希尔在这笔投资上税前累计获利逾1000亿美元。</p><p style=\"text-align: justify;\">尽管苹果股价已从近期高点下跌逾14%，道琼斯和纳斯达克综合指数均已陷入技术性回调区间，巴菲特仍认为苹果当前价位尚不足够吸引人。他表示，不排除苹果在某个价格点上触发伯克希尔大规模买入，&#34;但不是在这个市场&#34;。</p><p style=\"text-align: justify;\">巴菲特对苹果CEO Tim Cook给予高度评价，称其是&#34;出色的管理者&#34;，在与全球各方的协调沟通上表现卓越，并认为Cook在乔布斯留下的基础上将公司经营得更为出色。</p><h2 id=\"27a16371\">对降息表态审慎，关注通胀与银行稳定性</h2><p style=\"text-align: justify;\">在货币政策问题上，巴菲特表示，如果自己身处美联储，不确定是否会选择降息，主要关注点在于通胀走势以及银行体系的稳定性。</p><p style=\"text-align: justify;\">他未就当前美联储具体决策作出评价，措辞谨慎，但上述表态反映出他对当前宏观环境的整体判断——在通胀风险尚未完全消退、金融体系稳定性存在隐忧的背景下，政策宽松仍需谨慎权衡。</p></body></html>","source":"lsy1762389672944","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>巴菲特：在苹果上赚了1000亿，但卖早了！目前美股不便宜 </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巴菲特：在苹果上赚了1000亿，但卖早了！目前美股不便宜 \n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-31 20:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3768902><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伯克希尔截至去年底持有逾3700亿美元现金及等价物，本周再度购入170亿美元国库券。沃伦·巴菲特表示，现在的市场\"并不便宜\"，出现大幅下跌才会考虑入市；坦言苹果“卖早了”，但当前估值没有吸引力；关于降息，其关注点在通胀走势与银行体系的稳定性。沃伦·巴菲特表示，尽管已卸任首席执行官，他仍深度参与伯克希尔哈撒韦的投资决策，但当前市场估值远未达到其出手标准，手握逾3500亿美元现金的伯克希尔将等待更...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3768902\">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/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"AAPL":"苹果"},"source_url":"https://wallstreetcn.com/articles/3768902","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110238150","content_text":"伯克希尔截至去年底持有逾3700亿美元现金及等价物，本周再度购入170亿美元国库券。沃伦·巴菲特表示，现在的市场\"并不便宜\"，出现大幅下跌才会考虑入市；坦言苹果“卖早了”，但当前估值没有吸引力；关于降息，其关注点在通胀走势与银行体系的稳定性。沃伦·巴菲特表示，尽管已卸任首席执行官，他仍深度参与伯克希尔哈撒韦的投资决策，但当前市场估值远未达到其出手标准，手握逾3500亿美元现金的伯克希尔将等待更大幅度的市场下跌才会大规模布局。巴菲特周二在接受CNBC采访时表示，近期市场波动与历史上真正的买入良机相比不值一提——伯克希尔历史上曾三度经历市场腰斩以上的跌幅，而\"这次什么都不算\"。他仅透露近期完成了\"一笔很小的新投资\"，未作进一步说明，同时宣布伯克希尔本周在美国财政部每周拍卖中购入了170亿美元国库券。在苹果持仓问题上，巴菲特承认卖早了，并表示若价格足够低，不排除大举买入。苹果依然是伯克希尔规模最大的单只股票持仓。仍然主导投资决策，每日进办公室参与交易巴菲特于2026年初将CEO职位交棒给Greg Abel，但他强调自己依然每天到办公室，与同事协作处理交易，并对投资决策保持亲力亲为的参与。据他介绍，其日常工作包括在开盘前致电伯克希尔金融资产总监Mark Millard，讨论市场动态。Millard的办公室距巴菲特约20英尺，负责根据两人的沟通执行交易。\"我不会做任何Greg认为错误的投资，Greg每天都会收到报表，\"巴菲特说。目前他仍担任公司董事长。市场不够便宜，手握重金等待时机巴菲特对当前市场明确表示谨慎。他说，自己不会仅仅为了博取指数5%至6%的反弹收益而入场，现在的市场\"并不便宜\"。伯克希尔截至去年底持有逾3700亿美元现金及等价物，主要以国库券形式持有。本周再度购入170亿美元国库券，进一步强化了其稳健防御的资产配置立场。巴菲特暗示，若市场出现大幅下跌，届时才会动用这笔庞大的现金储备。他以历史为据指出，伯克希尔过去曾经历三次超过50%的市值缩水，并将此类时刻视为真正的布局窗口，而非当前这种程度的调整。坦言卖早苹果，但当前估值仍不具吸引力巴菲特承认减持苹果是一个过早的决定。\"我卖早了，但我买得更早，\"他说。根据InsiderScore的数据，伯克希尔已将苹果持仓削减至约619.6亿美元，但苹果仍是其最大单只股票投资。巴菲特表示伯克希尔在这笔投资上税前累计获利逾1000亿美元。尽管苹果股价已从近期高点下跌逾14%，道琼斯和纳斯达克综合指数均已陷入技术性回调区间，巴菲特仍认为苹果当前价位尚不足够吸引人。他表示，不排除苹果在某个价格点上触发伯克希尔大规模买入，\"但不是在这个市场\"。巴菲特对苹果CEO Tim Cook给予高度评价，称其是\"出色的管理者\"，在与全球各方的协调沟通上表现卓越，并认为Cook在乔布斯留下的基础上将公司经营得更为出色。对降息表态审慎，关注通胀与银行稳定性在货币政策问题上，巴菲特表示，如果自己身处美联储，不确定是否会选择降息，主要关注点在于通胀走势以及银行体系的稳定性。他未就当前美联储具体决策作出评价，措辞谨慎，但上述表态反映出他对当前宏观环境的整体判断——在通胀风险尚未完全消退、金融体系稳定性存在隐忧的背景下，政策宽松仍需谨慎权衡。","news_type":1,"symbols_score_info":{"AAPL":2}},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546832431264912,"gmtCreate":1774527497209,"gmtModify":1774529778281,"author":{"id":"3575288541656970","authorId":"3575288541656970","name":"石头开门","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575288541656970","idStr":"3575288541656970"},"themes":[],"title":"","htmlText":"公司是好公司，就是消费者难以持续购买。当消费者买的越来越多，家里堆积如山的时候。。。。。。。","listText":"公司是好公司，就是消费者难以持续购买。当消费者买的越来越多，家里堆积如山的时候。。。。。。。","text":"公司是好公司，就是消费者难以持续购买。当消费者买的越来越多，家里堆积如山的时候。。。。。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546832431264912","repostId":"1149689607","repostType":4,"repost":{"id":"1149689607","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":1774516713,"share":"https://www.laohu8.com/m/news/1149689607?lang=zh_CN&edition=full","pubTime":"2026-03-26 17:18","market":"us","language":"zh","title":"泡泡玛特：于2026年3月26日回购394万股，耗资约6亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1149689607","media":"老虎资讯综合","summary":"3月26日，泡泡玛特：于2026年3月26日回购394万股，耗资约6亿港元。","content":"<html><head></head><body><p>3月26日，泡泡玛特：于2026年3月26日回购394万股，耗资约6亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/685656e1b8a81c22a77e8df3ad5f0bc4\" tg-width=\"1332\" tg-height=\"669\"/></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>泡泡玛特：于2026年3月26日回购394万股，耗资约6亿港元</title>\n<style 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17:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月26日，泡泡玛特：于2026年3月26日回购394万股，耗资约6亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/685656e1b8a81c22a77e8df3ad5f0bc4\" tg-width=\"1332\" tg-height=\"669\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"09992":"泡泡玛特"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149689607","content_text":"3月26日，泡泡玛特：于2026年3月26日回购394万股，耗资约6亿港元。","news_type":1,"symbols_score_info":{"09992":1}},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546831313290904,"gmtCreate":1774527231401,"gmtModify":1774529778607,"author":{"id":"3575288541656970","authorId":"3575288541656970","name":"石头开门","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575288541656970","idStr":"3575288541656970"},"themes":[],"title":"","htmlText":"为啥会单独上市？直接并入特斯拉大里不行吗","listText":"为啥会单独上市？直接并入特斯拉大里不行吗","text":"为啥会单独上市？直接并入特斯拉大里不行吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546831313290904","repostId":"1139079394","repostType":2,"repost":{"id":"1139079394","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":1774397974,"share":"https://www.laohu8.com/m/news/1139079394?lang=zh_CN&edition=full","pubTime":"2026-03-25 08:19","market":"us","language":"zh","title":"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=1139079394","media":"老虎资讯综合","summary":"据报道，SpaceX计划最早于本周提交IPO申请","content":"<html><head></head><body><p>3月25日，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。</p><p>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></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>SpaceX计划最早于本周提交IPO申请筹集超过750亿美元资金</title>\n<style 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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\">\nSpaceX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 08:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月25日，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。</p><p>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></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dd670b33e4be0b539deec0a137f39872","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139079394","content_text":"3月25日，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。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551265545283272,"gmtCreate":1775608215069,"gmtModify":1775608217211,"author":{"id":"3575288541656970","authorId":"3575288541656970","name":"石头开门","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575288541656970","idStr":"3575288541656970"},"themes":[],"title":"","htmlText":"[看涨]&nbsp;&nbsp;[看涨]&nbsp;&nbsp;[看涨]&nbsp;&nbsp;","listText":"[看涨]&nbsp;&nbsp;[看涨]&nbsp;&nbsp;[看涨]&nbsp;&nbsp;","text":"[看涨] [看涨] [看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551265545283272","repostId":"1144722224","repostType":2,"repost":{"id":"1144722224","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":1775602878,"share":"https://www.laohu8.com/m/news/1144722224?lang=zh_CN&edition=full","pubTime":"2026-04-08 07:01","market":"us","language":"zh","title":"昨夜今晨｜中东紧张局势降温！特朗普同意停火两周；美股期指大涨、原油直线闪崩","url":"https://stock-news.laohu8.com/highlight/detail?id=1144722224","media":"老虎资讯综合","summary":"热门股异动：受定制芯片及AI合作利好驱动，博通涨6.21%至333.97美元；英特尔涨4.19%至52.91美元，携手马斯克“Terafab”项目提振市场信心。美军空袭伊朗哈尔克岛目标引发油价V形反弹。04 公司新闻英特尔携手马斯克旗下SpaceX、特斯拉与xAI共建“Terafab”超算平台。英特尔宣布正式加入“Terafab”项目，目标在未来数年内打造每年1太瓦AI算力产能，为其晶圆代工业务打开关键客户渠道，刺激公司股价上涨4.19%。维珍银河延续涨势，受SpaceX IPO预期激发航天板块情绪。","content":"<html><head></head><body><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/793fdc7ba9d5c2ad1ceb4689fab33fb3\" tg-width=\"2160\" tg-height=\"3840\"/></p><h2 id=\"id_2729874624\">01 股市</h2><p>4月8日，美股三大指数涨跌不一，截至收盘，道琼斯指数跌0.18%报46 584.46点，受能源与防御股分化拖累；标普500指数微涨0.08%至6 616.85点；纳斯达克综合指数涨0.10%收报22 017.85点，成长股韧性对冲了权重科技股的分化。整体来看，地缘局势牵动情绪，指数高位震荡。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/103e7c2f6dc24bd9fc1243123b6519da\" title=\"\" tg-width=\"969\" tg-height=\"143\"/></p><p>热门股异动：受定制芯片及AI合作利好驱动，博通（AVGO）涨6.21%至333.97美元；英特尔（INTC）涨4.19%至52.91美元，携手马斯克“Terafab”项目提振市场信心。医保费率上调使联合健康（UNH）飙升9.37%至307.73%。同时，特斯拉（TSLA）跌1.75%至346.65美元，遭小摩下调目标价；苹果（AAPL）跌2.07%至253.50美元，受折叠屏进展不及预期影响；英伟达（NVDA）小幅涨0.26%报178.10美元。</p><p>中概股方面：整体表现分化，电商及新能源车普遍承压；阿里巴巴跌2.12%至119.72美元，拼多多跌1.36%至99.54美元，小鹏汽车跌1.03%至17.22美元。亮点个股中，小i机器人（AIXI）暴涨142.60%至1.95美元，短线交易活跃。</p><h2 id=\"id_764373125\">02 其他市场</h2><p>4月8日十年美债收益率持平，最新收益率为4.34%。</p><p>4月8日美元兑离岸人民币下降0.18%，报6.85；美元兑港币上升0.0015%，报7.84。</p><p>4月8日美元指数下降0.53%，报99.11。</p><p>4月8日WTI原油主连期货下跌12.68%，报98.63美元/桶；黄金主连期货上升3.45%，报4 846.30美元/盎司。</p><h2 id=\"id_4063766253\">03 国际宏观</h2><p><strong>美国总统特朗普同意暂缓对伊朗的军事打击两周，开启“双向停火”窗口。</strong>白宫称，在巴基斯坦及多方斡旋下，美方将暂不对伊朗发动进一步攻击，以换取伊朗开放霍尔木兹海峡并推进长期和平协议谈判，此举有望缓解中东紧张局势并影响能源市场风险溢价。</p><p><strong>巴基斯坦角色凸显，美伊间接谈判仍在持续且前景微妙。</strong>巴基斯坦官员透露，其正充当美伊信息传递的主要中间人，但伊朗近期针对沙特相关设施的行动令谈判面临中断风险；若沙特实施报复，地区安全形势或再度升温。</p><p><strong>美军空袭伊朗哈尔克岛目标引发油价V形反弹。</strong>美国官员证实对伊朗关键能源与军事设施实施打击，特朗普警告“不排除进一步行动”，一度推升<strong>WTI原油期货</strong>日内涨超四个百分点，凸显地缘冲突对全球能源供给的不确定性。</p><h2 id=\"id_44040059\">04 公司新闻</h2><p><strong>英特尔携手马斯克旗下SpaceX、特斯拉与xAI共建“Terafab”超算平台。</strong>英特尔宣布正式加入“Terafab”项目，目标在未来数年内打造每年<strong>1太瓦</strong>AI算力产能，为其晶圆代工业务打开关键客户渠道，刺激公司股价<strong>上涨4.19%</strong>。</p><p><strong>苹果首款可折叠iPhone因工程挑战或延后量产，但秋季发布计划未变。</strong>内部人士称，屏幕与材料复杂性增加可能限制初期供应，市场担忧拖累苹果股价<strong>下跌2.07%</strong>；公司仍坚持高端定价战略，预计售价逾<strong>2 000</strong>美元。</p><p><strong>SpaceX已秘密递交IPO申请，估值目标超2万亿美元引爆太空概念投资。</strong>知情人士称最早6月挂牌，市场憧憬史上最大规模上市；太空主题基金<strong>Procure Space ETF</strong>单季吸金约<strong>1.75</strong>亿美元，创成立以来新高。</p><p><strong>摩根大通下调特斯拉目标价至145美元，称库存高企将压制盈利。</strong>分析师维持“减持”评级，警示股价仍有近<strong>60%</strong>下行空间；特斯拉当日股价<strong>下跌1.75%</strong>并触及去年9月以来新低。</p><p><strong>博通与谷歌签署五年期合作，联合开发下一代AI TPU并向Anthropic供3.5吉瓦算力。</strong>该消息推动<strong>博通股价上涨6.21%</strong>，市场看好其在AI加速器领域的订单获取能力。</p><p><strong>美国医保监管机构上调Medicare Advantage付款2.48%，激励保险巨头大幅走高。联合健康</strong>股价暴升<strong>9.37%</strong>，<strong>哈门那</strong>同步冲高；更慷慨的补贴有望抬升行业盈利预期。</p><p><strong>赶上马斯克的火箭！SpaceX拟6月上市，太空主题ETF单季流入额创2019年来新高。</strong>据彭博援引知情人士透露，<strong>SpaceX已秘密提交IPO申请，目标估值已上调至逾2万亿美元，最早可能于今年6月挂牌上市。</strong></p><p>这一消息点燃了投资者进场热情——<strong>太空主题基金<a href=\"https://laohu8.com/S/UFO\">Procure Space ETF</a>今年一季度吸金近1.75亿美元，创下该基金2019年成立以来的单季最高流入纪录。</strong></p><p><strong>达美航空将率先公布一季报，烧油成本走高促市场关注盈利指引。</strong>分析师预期燃油波动或迫使航空公司下调全年展望，期权价格显示达美财报后股价或波动<strong>约7%</strong>。</p><p><strong>油价冲高带动能源股集体获益，西方石油、雪佛龙及埃克森美孚齐现资金流入。</strong>地缘风险加剧叠加潜在供应冲击，三大油企盘中涨幅分别达<strong>超过2%至11%</strong>，市场押注油气盈利改善。</p><p><strong>英伟达Rubin GPU量产进度受HBM供应限制，全年产量预期下调至150万颗。</strong>供应链消息令市场担忧短期供给瓶颈，但公司长期AI需求逻辑未变，股价仅小幅波动。</p><p><strong>思格新能拟全球发售1357.39万股，引入中国太保投资管理(香港)等基石投资者。</strong>思格新能(06656)于4月8日-4月13日招股，拟全球发售1357.39万股H股，香港公开发售占约10%，国际发售占约90%，另有约15%超额配股权。发售价将为每股发售股份324.20港元。每手100股，预期股份将于4月16日开始在联交所买卖。</p><p>---</p><p><strong>资料来源</strong> ：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></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｜中东紧张局势降温！特朗普同意停火两周；美股期指大涨、原油直线闪崩</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{ 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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昨夜今晨｜中东紧张局势降温！特朗普同意停火两周；美股期指大涨、原油直线闪崩\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\">2026-04-08 07:01</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/793fdc7ba9d5c2ad1ceb4689fab33fb3\" tg-width=\"2160\" tg-height=\"3840\"/></p><h2 id=\"id_2729874624\">01 股市</h2><p>4月8日，美股三大指数涨跌不一，截至收盘，道琼斯指数跌0.18%报46 584.46点，受能源与防御股分化拖累；标普500指数微涨0.08%至6 616.85点；纳斯达克综合指数涨0.10%收报22 017.85点，成长股韧性对冲了权重科技股的分化。整体来看，地缘局势牵动情绪，指数高位震荡。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/103e7c2f6dc24bd9fc1243123b6519da\" title=\"\" tg-width=\"969\" tg-height=\"143\"/></p><p>热门股异动：受定制芯片及AI合作利好驱动，博通（AVGO）涨6.21%至333.97美元；英特尔（INTC）涨4.19%至52.91美元，携手马斯克“Terafab”项目提振市场信心。医保费率上调使联合健康（UNH）飙升9.37%至307.73%。同时，特斯拉（TSLA）跌1.75%至346.65美元，遭小摩下调目标价；苹果（AAPL）跌2.07%至253.50美元，受折叠屏进展不及预期影响；英伟达（NVDA）小幅涨0.26%报178.10美元。</p><p>中概股方面：整体表现分化，电商及新能源车普遍承压；阿里巴巴跌2.12%至119.72美元，拼多多跌1.36%至99.54美元，小鹏汽车跌1.03%至17.22美元。亮点个股中，小i机器人（AIXI）暴涨142.60%至1.95美元，短线交易活跃。</p><h2 id=\"id_764373125\">02 其他市场</h2><p>4月8日十年美债收益率持平，最新收益率为4.34%。</p><p>4月8日美元兑离岸人民币下降0.18%，报6.85；美元兑港币上升0.0015%，报7.84。</p><p>4月8日美元指数下降0.53%，报99.11。</p><p>4月8日WTI原油主连期货下跌12.68%，报98.63美元/桶；黄金主连期货上升3.45%，报4 846.30美元/盎司。</p><h2 id=\"id_4063766253\">03 国际宏观</h2><p><strong>美国总统特朗普同意暂缓对伊朗的军事打击两周，开启“双向停火”窗口。</strong>白宫称，在巴基斯坦及多方斡旋下，美方将暂不对伊朗发动进一步攻击，以换取伊朗开放霍尔木兹海峡并推进长期和平协议谈判，此举有望缓解中东紧张局势并影响能源市场风险溢价。</p><p><strong>巴基斯坦角色凸显，美伊间接谈判仍在持续且前景微妙。</strong>巴基斯坦官员透露，其正充当美伊信息传递的主要中间人，但伊朗近期针对沙特相关设施的行动令谈判面临中断风险；若沙特实施报复，地区安全形势或再度升温。</p><p><strong>美军空袭伊朗哈尔克岛目标引发油价V形反弹。</strong>美国官员证实对伊朗关键能源与军事设施实施打击，特朗普警告“不排除进一步行动”，一度推升<strong>WTI原油期货</strong>日内涨超四个百分点，凸显地缘冲突对全球能源供给的不确定性。</p><h2 id=\"id_44040059\">04 公司新闻</h2><p><strong>英特尔携手马斯克旗下SpaceX、特斯拉与xAI共建“Terafab”超算平台。</strong>英特尔宣布正式加入“Terafab”项目，目标在未来数年内打造每年<strong>1太瓦</strong>AI算力产能，为其晶圆代工业务打开关键客户渠道，刺激公司股价<strong>上涨4.19%</strong>。</p><p><strong>苹果首款可折叠iPhone因工程挑战或延后量产，但秋季发布计划未变。</strong>内部人士称，屏幕与材料复杂性增加可能限制初期供应，市场担忧拖累苹果股价<strong>下跌2.07%</strong>；公司仍坚持高端定价战略，预计售价逾<strong>2 000</strong>美元。</p><p><strong>SpaceX已秘密递交IPO申请，估值目标超2万亿美元引爆太空概念投资。</strong>知情人士称最早6月挂牌，市场憧憬史上最大规模上市；太空主题基金<strong>Procure Space ETF</strong>单季吸金约<strong>1.75</strong>亿美元，创成立以来新高。</p><p><strong>摩根大通下调特斯拉目标价至145美元，称库存高企将压制盈利。</strong>分析师维持“减持”评级，警示股价仍有近<strong>60%</strong>下行空间；特斯拉当日股价<strong>下跌1.75%</strong>并触及去年9月以来新低。</p><p><strong>博通与谷歌签署五年期合作，联合开发下一代AI TPU并向Anthropic供3.5吉瓦算力。</strong>该消息推动<strong>博通股价上涨6.21%</strong>，市场看好其在AI加速器领域的订单获取能力。</p><p><strong>美国医保监管机构上调Medicare Advantage付款2.48%，激励保险巨头大幅走高。联合健康</strong>股价暴升<strong>9.37%</strong>，<strong>哈门那</strong>同步冲高；更慷慨的补贴有望抬升行业盈利预期。</p><p><strong>赶上马斯克的火箭！SpaceX拟6月上市，太空主题ETF单季流入额创2019年来新高。</strong>据彭博援引知情人士透露，<strong>SpaceX已秘密提交IPO申请，目标估值已上调至逾2万亿美元，最早可能于今年6月挂牌上市。</strong></p><p>这一消息点燃了投资者进场热情——<strong>太空主题基金<a href=\"https://laohu8.com/S/UFO\">Procure Space ETF</a>今年一季度吸金近1.75亿美元，创下该基金2019年成立以来的单季最高流入纪录。</strong></p><p><strong>达美航空将率先公布一季报，烧油成本走高促市场关注盈利指引。</strong>分析师预期燃油波动或迫使航空公司下调全年展望，期权价格显示达美财报后股价或波动<strong>约7%</strong>。</p><p><strong>油价冲高带动能源股集体获益，西方石油、雪佛龙及埃克森美孚齐现资金流入。</strong>地缘风险加剧叠加潜在供应冲击，三大油企盘中涨幅分别达<strong>超过2%至11%</strong>，市场押注油气盈利改善。</p><p><strong>英伟达Rubin GPU量产进度受HBM供应限制，全年产量预期下调至150万颗。</strong>供应链消息令市场担忧短期供给瓶颈，但公司长期AI需求逻辑未变，股价仅小幅波动。</p><p><strong>思格新能拟全球发售1357.39万股，引入中国太保投资管理(香港)等基石投资者。</strong>思格新能(06656)于4月8日-4月13日招股，拟全球发售1357.39万股H股，香港公开发售占约10%，国际发售占约90%，另有约15%超额配股权。发售价将为每股发售股份324.20港元。每手100股，预期股份将于4月16日开始在联交所买卖。</p><p>---</p><p><strong>资料来源</strong> ：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></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144722224","content_text":"01 股市4月8日，美股三大指数涨跌不一，截至收盘，道琼斯指数跌0.18%报46 584.46点，受能源与防御股分化拖累；标普500指数微涨0.08%至6 616.85点；纳斯达克综合指数涨0.10%收报22 017.85点，成长股韧性对冲了权重科技股的分化。整体来看，地缘局势牵动情绪，指数高位震荡。热门股异动：受定制芯片及AI合作利好驱动，博通（AVGO）涨6.21%至333.97美元；英特尔（INTC）涨4.19%至52.91美元，携手马斯克“Terafab”项目提振市场信心。医保费率上调使联合健康（UNH）飙升9.37%至307.73%。同时，特斯拉（TSLA）跌1.75%至346.65美元，遭小摩下调目标价；苹果（AAPL）跌2.07%至253.50美元，受折叠屏进展不及预期影响；英伟达（NVDA）小幅涨0.26%报178.10美元。中概股方面：整体表现分化，电商及新能源车普遍承压；阿里巴巴跌2.12%至119.72美元，拼多多跌1.36%至99.54美元，小鹏汽车跌1.03%至17.22美元。亮点个股中，小i机器人（AIXI）暴涨142.60%至1.95美元，短线交易活跃。02 其他市场4月8日十年美债收益率持平，最新收益率为4.34%。4月8日美元兑离岸人民币下降0.18%，报6.85；美元兑港币上升0.0015%，报7.84。4月8日美元指数下降0.53%，报99.11。4月8日WTI原油主连期货下跌12.68%，报98.63美元/桶；黄金主连期货上升3.45%，报4 846.30美元/盎司。03 国际宏观美国总统特朗普同意暂缓对伊朗的军事打击两周，开启“双向停火”窗口。白宫称，在巴基斯坦及多方斡旋下，美方将暂不对伊朗发动进一步攻击，以换取伊朗开放霍尔木兹海峡并推进长期和平协议谈判，此举有望缓解中东紧张局势并影响能源市场风险溢价。巴基斯坦角色凸显，美伊间接谈判仍在持续且前景微妙。巴基斯坦官员透露，其正充当美伊信息传递的主要中间人，但伊朗近期针对沙特相关设施的行动令谈判面临中断风险；若沙特实施报复，地区安全形势或再度升温。美军空袭伊朗哈尔克岛目标引发油价V形反弹。美国官员证实对伊朗关键能源与军事设施实施打击，特朗普警告“不排除进一步行动”，一度推升WTI原油期货日内涨超四个百分点，凸显地缘冲突对全球能源供给的不确定性。04 公司新闻英特尔携手马斯克旗下SpaceX、特斯拉与xAI共建“Terafab”超算平台。英特尔宣布正式加入“Terafab”项目，目标在未来数年内打造每年1太瓦AI算力产能，为其晶圆代工业务打开关键客户渠道，刺激公司股价上涨4.19%。苹果首款可折叠iPhone因工程挑战或延后量产，但秋季发布计划未变。内部人士称，屏幕与材料复杂性增加可能限制初期供应，市场担忧拖累苹果股价下跌2.07%；公司仍坚持高端定价战略，预计售价逾2 000美元。SpaceX已秘密递交IPO申请，估值目标超2万亿美元引爆太空概念投资。知情人士称最早6月挂牌，市场憧憬史上最大规模上市；太空主题基金Procure Space ETF单季吸金约1.75亿美元，创成立以来新高。摩根大通下调特斯拉目标价至145美元，称库存高企将压制盈利。分析师维持“减持”评级，警示股价仍有近60%下行空间；特斯拉当日股价下跌1.75%并触及去年9月以来新低。博通与谷歌签署五年期合作，联合开发下一代AI TPU并向Anthropic供3.5吉瓦算力。该消息推动博通股价上涨6.21%，市场看好其在AI加速器领域的订单获取能力。美国医保监管机构上调Medicare Advantage付款2.48%，激励保险巨头大幅走高。联合健康股价暴升9.37%，哈门那同步冲高；更慷慨的补贴有望抬升行业盈利预期。赶上马斯克的火箭！SpaceX拟6月上市，太空主题ETF单季流入额创2019年来新高。据彭博援引知情人士透露，SpaceX已秘密提交IPO申请，目标估值已上调至逾2万亿美元，最早可能于今年6月挂牌上市。这一消息点燃了投资者进场热情——太空主题基金Procure Space ETF今年一季度吸金近1.75亿美元，创下该基金2019年成立以来的单季最高流入纪录。达美航空将率先公布一季报，烧油成本走高促市场关注盈利指引。分析师预期燃油波动或迫使航空公司下调全年展望，期权价格显示达美财报后股价或波动约7%。油价冲高带动能源股集体获益，西方石油、雪佛龙及埃克森美孚齐现资金流入。地缘风险加剧叠加潜在供应冲击，三大油企盘中涨幅分别达超过2%至11%，市场押注油气盈利改善。英伟达Rubin GPU量产进度受HBM供应限制，全年产量预期下调至150万颗。供应链消息令市场担忧短期供给瓶颈，但公司长期AI需求逻辑未变，股价仅小幅波动。思格新能拟全球发售1357.39万股，引入中国太保投资管理(香港)等基石投资者。思格新能(06656)于4月8日-4月13日招股，拟全球发售1357.39万股H股，香港公开发售占约10%，国际发售占约90%，另有约15%超额配股权。发售价将为每股发售股份324.20港元。每手100股，预期股份将于4月16日开始在联交所买卖。---资料来源 ：公开市场数据免责声明 ：本内容仅供参考，不构成任何投资建议。","news_type":1,"symbols_score_info":{".DJI":1,".IXIC":1,".SPX":1}},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}