去会所的个人主页 - 老虎社区

去会所

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IP属地：广东

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11-28

这坑货😡

Tilray Inc宣布按1-10反向拆股

11-27

回购却不销毁。。

港股异动 | 小米集团涨超3%，月内回购总额超12亿港元

11-24

上周差点进了，躲过一劫吗？其实还是希望它能成的，功德无量

异动解读 | 诺和诺德盘前大跌13.23%，阿尔茨海默病药物试验失败

11-22

$艾马克技术公司(AMKR)$ 今晚能50个点吗兄弟？[难过] [难过] [难过] [难过] [难过]

11-20

$艾马克技术公司(AMKR)$ 今晚来20个点吧兄弟[爱你]

11-13

$艾马克技术公司(AMKR)$ 争气点吧[生气]

11-10

高管自己都着急抛售。。

AI热潮退烧？台积电月销量增速创20个月新低

11-06

这应该算利空吧？股价还涨了？

要求远超 JEDEC 标准！再传美光HBM4测试认证失败

11-03

就是黄金实物不够提了呗[无语]

港股异动 | 黄金零售品牌商集体下挫，老铺黄金跌超9%

10-28

12:50，人家财报数据早出了，老虎还是太慢了信息压根收集不到

异动解读 | 艾马克技术公司夜盘大跌5.06%，季报发布及CEO接班计划引发投资者担忧

10-28

$艾马克技术公司(AMKR)$ 不争气啊[流泪]

10-21

$甲骨文(ORCL)$ 你就这么不争气？

10-20

稀释那么多，不跌才怪

异动解读 | Beyond Meat盘前大涨81%，或为超跌反弹

10-10

$艾马克技术公司(AMKR)$ 这么好的标的，咋就不争气呢？

10-09

$NEBIUS(NBIS)$ 今晚能不能把丢失的135抢回来？

10-08

$NEBIUS(NBIS)$ so, what exactly happened?

10-02

$NEBIUS(NBIS)$ 今晚10个点？

09-30

$NEBIUS(NBIS)$ 兄弟，上，今晚破120

09-30

$Wolfspeed Inc.(WOLF)$ 我的旧call怎么算？？

09-30

AI写的文章？

美股异动 | Wolfspeed(WOLF.US)股价暴涨超1130% 多次触及停牌

去老虎APP查看更多动态

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In宣布按1-10反向拆股。反向股票分割预计将于美国东部时间 2025 年 12 月 1 日下午 4:01 生效（“生效日”），公司普通股将于 2025 年 12 月 2 日开市时以分割调整后的价格开始交易，股票代码仍为 TLRY，新的 CUSIP 编号为<strong>88688T209。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41d3986aa65ed3d9893a914216ece72d\" tg-width=\"1849\" tg-height=\"581\"></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TLRY":"Tilray Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166338625","content_text":"Tilray In宣布按1-10反向拆股。反向股票分割预计将于美国东部时间 2025 年 12 月 1 日下午 4:01 生效（“生效日”），公司普通股将于 2025 年 12 月 2 日开市时以分割调整后的价格开始交易，股票代码仍为 TLRY，新的 CUSIP 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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\">2025-11-27 10:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月27日，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>盘中涨超3%，11月26日，<a href=\"https://laohu8.com/S/XIACY\">小米</a>集团于<a href=\"https://laohu8.com/S/00388\">港交所</a>发布公告，以平均价40.14港元再次回购750万股，总斥资金额超3亿港元。这是<a href=\"https://laohu8.com/S/81810\">小米</a>本月以来第四次回购，本月回购股票总数已达3150万股，总金额超12亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09af9b4ae03f4b3821b555f5572b0b13\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{"01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141988410","content_text":"11月27日，小米集团-W盘中涨超3%，11月26日，小米集团于港交所发布公告，以平均价40.14港元再次回购750万股，总斥资金额超3亿港元。这是小米本月以来第四次回购，本月回购股票总数已达3150万股，总金额超12亿港元。","news_type":1,"symbols_score_info":{"01810":2}},"isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503674022679344,"gmtCreate":1763990366640,"gmtModify":1763990369008,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"title":"","htmlText":"上周差点进了，躲过一劫吗？其实还是希望它能成的，功德无量","listText":"上周差点进了，躲过一劫吗？其实还是希望它能成的，功德无量","text":"上周差点进了，躲过一劫吗？其实还是希望它能成的，功德无量","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503674022679344","repostId":"1168163707","repostType":2,"repost":{"id":"1168163707","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1763983828,"share":"https://www.laohu8.com/m/news/1168163707?lang=&edition=full","pubTime":"2025-11-24 19:30","market":"us","language":"zh","title":"异动解读 | 诺和诺德盘前大跌13.23%，阿尔茨海默病药物试验失败","url":"https://stock-news.laohu8.com/highlight/detail?id=1168163707","media":"异动解读","summary":"诺和诺德（NVO）今日盘前股价大跌13.23%，引发市场高度关注。这一显著跌幅使得投资者对公司前景产生担忧。\n\n股价下跌的主要原因是公司最新公布的临床试验结果不如预期。诺和诺德的EVOKE/EVOKE+试验，旨在评估其药物对阿尔茨海默病的治疗效果，未能显示出显著的疾病减缓作用。这一结果对公司在神经退行性疾病治疗领域的发展前景造成了重大打击，直接导致投资者信心受挫，从而引发了股价的大幅下跌。","content":"<p>诺和诺德（NVO）今日盘前股价大跌13.23%，引发市场高度关注。这一显著跌幅使得投资者对公司前景产生担忧。</p>\n\n<p>股价下跌的主要原因是公司最新公布的临床试验结果不如预期。诺和诺德的EVOKE/EVOKE+试验，旨在评估其药物对阿尔茨海默病的治疗效果，未能显示出显著的疾病减缓作用。这一结果对公司在神经退行性疾病治疗领域的发展前景造成了重大打击，直接导致投资者信心受挫，从而引发了股价的大幅下跌。</p>","source":"ai_movement_cn","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>异动解读 | 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[难过]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502646014096072","isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502128274329960,"gmtCreate":1763608450246,"gmtModify":1763608452025,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMKR\">$艾马克技术公司(AMKR)$ </a> 今晚来20个点吧兄弟[爱你]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMKR\">$艾马克技术公司(AMKR)$ </a> 今晚来20个点吧兄弟[爱你]&nbsp;&nbsp;","text":"$艾马克技术公司(AMKR)$ 今晚来20个点吧兄弟[爱你]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502128274329960","isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499792542900552,"gmtCreate":1763045001774,"gmtModify":1763045003659,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMKR\">$艾马克技术公司(AMKR)$ </a> 争气点吧[生气]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMKR\">$艾马克技术公司(AMKR)$ </a> 争气点吧[生气]&nbsp;&nbsp;","text":"$艾马克技术公司(AMKR)$ 争气点吧[生气]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499792542900552","isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498867161231424,"gmtCreate":1762761511399,"gmtModify":1762761513693,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"title":"","htmlText":"高管自己都着急抛售。。","listText":"高管自己都着急抛售。。","text":"高管自己都着急抛售。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498867161231424","repostId":"1103628962","repostType":2,"repost":{"id":"1103628962","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":1762767856,"share":"https://www.laohu8.com/m/news/1103628962?lang=&edition=full","pubTime":"2025-11-10 17:44","market":"us","language":"zh","title":"AI热潮退烧？台积电月销量增速创20个月新低","url":"https://stock-news.laohu8.com/highlight/detail?id=1103628962","media":"老虎资讯综合","summary":"10月销量同比增长16.9%，为2024年2月以来最低增速。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSM\">台积电</a> 公布10月销量数据，月度营收增速显著放缓，凸显人工智能热潮的持续性存疑。</p><p>据彭博社，台积电10月销量同比增长16.9%，为2024年2月以来最低增速。分析师平均预期本季度营收将增长16%。尽管如此，台积电股价自今年初以来累计涨幅仍约37%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f66ff47af976e8f63912265c65c0a29\" alt=\"台积电月度销量，来源：台积电官网\" title=\"台积电月度销量，来源：台积电官网\" tg-width=\"1197\" tg-height=\"872\"/><span>台积电月度销量，来源：台积电官网</span></p><p>不过，在公布10月营收后，台积电股价在夜盘上涨超过3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/765237f25cc9bb3d12c020135c60699e\" title=\"\" tg-width=\"841\" tg-height=\"531\"/></p><p>上周，科技股突然大幅下挫，引发投资者震动，此举明确提醒市场，人工智能及半导体板块的全球领先涨势或已接近短期高点。</p><p>华尔街多位首席执行官警告，市场调整早已延期。</p><p>11月4日，《大空头》原型人物迈克尔·伯里（Michael Burry）在X平台发布看空AI巨头的帖子。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d70ba4c966f69a45c1752b6353ff286e\" title=\"Michael Burry推文\" tg-width=\"831\" tg-height=\"578\"/><span>Michael Burry推文</span></p><p>随后，更惊人的是，其旗下Scion Asset Management披露了对Nvidia及Palantir（PLTR）的看空押注，总金额近11亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98a846ba1850d7bb30d6a17cfbf456cc\" title=\"Scion Asset Management 13F报告\" tg-width=\"1451\" tg-height=\"712\"/><span>Scion Asset Management 13F报告</span></p><p>然而，业界高管对AI驱动的增长仍持乐观态度，台积电单月销售增速放缓不足以动摇投资者信心，尤其是全球最具价值的企业公布的资本开支计划正在大幅攀升。</p><p>Meta Platforms Inc.、Alphabet Inc.、Amazon.com Inc.及Microsoft Corp.明年合计将投入超过4000亿美元用于人工智能基础设施建设，较2025年增加21%，以确保在新一代技术竞争中保持领先地位。</p><p>科技巨头资本开支预计持续上升 ：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dec4793a7f4ca9a3a4b7e87bf4415973\" title=\"图表来源：Bloomberg\" tg-width=\"939\" tg-height=\"581\"/><span>图表来源：Bloomberg</span></p><p><em>注：2025及2026年数据为预测</em></p><p>Nvidia作为主要人工智能芯片供应商，首席执行官黄仁勋于周六表示其业务“逐月增长，势头越来越强劲”。</p><p>黄仁勋在本轮为期两天的访台行程中会见台积电首席执行官魏哲家，要求增加芯片供应，当时多家主要芯片设计公司正竞相争夺这家新竹总部企业的有限产能。</p><p>台积电同时为Nvidia的竞争对手——包括Advanced Micro Devices（AMD）及Qualcomm——代工芯片，并为Apple Inc.的iPhone及其他设备生产硅芯片。</p><p>黄仁勋的乐观态度亦得到竞争对手认同。高通首席执行官Cristiano Amon上周接受彭博电视采访时表示，全球低估了人工智能的潜在规模。魏哲家则于10月向分析师表示，台积电产能仍极度紧张，该公司正全力缩小供需差距。</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>AI热潮退烧？台积电月销量增速创20个月新低</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI热潮退烧？台积电月销量增速创20个月新低\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\">2025-11-10 17:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSM\">台积电</a> 公布10月销量数据，月度营收增速显著放缓，凸显人工智能热潮的持续性存疑。</p><p>据彭博社，台积电10月销量同比增长16.9%，为2024年2月以来最低增速。分析师平均预期本季度营收将增长16%。尽管如此，台积电股价自今年初以来累计涨幅仍约37%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f66ff47af976e8f63912265c65c0a29\" alt=\"台积电月度销量，来源：台积电官网\" title=\"台积电月度销量，来源：台积电官网\" tg-width=\"1197\" tg-height=\"872\"/><span>台积电月度销量，来源：台积电官网</span></p><p>不过，在公布10月营收后，台积电股价在夜盘上涨超过3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/765237f25cc9bb3d12c020135c60699e\" title=\"\" tg-width=\"841\" tg-height=\"531\"/></p><p>上周，科技股突然大幅下挫，引发投资者震动，此举明确提醒市场，人工智能及半导体板块的全球领先涨势或已接近短期高点。</p><p>华尔街多位首席执行官警告，市场调整早已延期。</p><p>11月4日，《大空头》原型人物迈克尔·伯里（Michael Burry）在X平台发布看空AI巨头的帖子。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d70ba4c966f69a45c1752b6353ff286e\" title=\"Michael Burry推文\" tg-width=\"831\" tg-height=\"578\"/><span>Michael Burry推文</span></p><p>随后，更惊人的是，其旗下Scion Asset Management披露了对Nvidia及Palantir（PLTR）的看空押注，总金额近11亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98a846ba1850d7bb30d6a17cfbf456cc\" title=\"Scion Asset Management 13F报告\" tg-width=\"1451\" tg-height=\"712\"/><span>Scion Asset Management 13F报告</span></p><p>然而，业界高管对AI驱动的增长仍持乐观态度，台积电单月销售增速放缓不足以动摇投资者信心，尤其是全球最具价值的企业公布的资本开支计划正在大幅攀升。</p><p>Meta Platforms Inc.、Alphabet Inc.、Amazon.com Inc.及Microsoft Corp.明年合计将投入超过4000亿美元用于人工智能基础设施建设，较2025年增加21%，以确保在新一代技术竞争中保持领先地位。</p><p>科技巨头资本开支预计持续上升 ：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dec4793a7f4ca9a3a4b7e87bf4415973\" title=\"图表来源：Bloomberg\" tg-width=\"939\" tg-height=\"581\"/><span>图表来源：Bloomberg</span></p><p><em>注：2025及2026年数据为预测</em></p><p>Nvidia作为主要人工智能芯片供应商，首席执行官黄仁勋于周六表示其业务“逐月增长，势头越来越强劲”。</p><p>黄仁勋在本轮为期两天的访台行程中会见台积电首席执行官魏哲家，要求增加芯片供应，当时多家主要芯片设计公司正竞相争夺这家新竹总部企业的有限产能。</p><p>台积电同时为Nvidia的竞争对手——包括Advanced Micro Devices（AMD）及Qualcomm——代工芯片，并为Apple Inc.的iPhone及其他设备生产硅芯片。</p><p>黄仁勋的乐观态度亦得到竞争对手认同。高通首席执行官Cristiano Amon上周接受彭博电视采访时表示，全球低估了人工智能的潜在规模。魏哲家则于10月向分析师表示，台积电产能仍极度紧张，该公司正全力缩小供需差距。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","relate_stocks":{"AMD":"美国超微公司","PLTR":"Palantir Technologies Inc.","QCOM":"高通","TSM":"台积电","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103628962","content_text":"台积电 公布10月销量数据，月度营收增速显著放缓，凸显人工智能热潮的持续性存疑。据彭博社，台积电10月销量同比增长16.9%，为2024年2月以来最低增速。分析师平均预期本季度营收将增长16%。尽管如此，台积电股价自今年初以来累计涨幅仍约37%。台积电月度销量，来源：台积电官网不过，在公布10月营收后，台积电股价在夜盘上涨超过3%。上周，科技股突然大幅下挫，引发投资者震动，此举明确提醒市场，人工智能及半导体板块的全球领先涨势或已接近短期高点。华尔街多位首席执行官警告，市场调整早已延期。11月4日，《大空头》原型人物迈克尔·伯里（Michael Burry）在X平台发布看空AI巨头的帖子。Michael Burry推文随后，更惊人的是，其旗下Scion Asset Management披露了对Nvidia及Palantir（PLTR）的看空押注，总金额近11亿美元。Scion Asset Management 13F报告然而，业界高管对AI驱动的增长仍持乐观态度，台积电单月销售增速放缓不足以动摇投资者信心，尤其是全球最具价值的企业公布的资本开支计划正在大幅攀升。Meta Platforms Inc.、Alphabet Inc.、Amazon.com Inc.及Microsoft Corp.明年合计将投入超过4000亿美元用于人工智能基础设施建设，较2025年增加21%，以确保在新一代技术竞争中保持领先地位。科技巨头资本开支预计持续上升 ：图表来源：Bloomberg注：2025及2026年数据为预测Nvidia作为主要人工智能芯片供应商，首席执行官黄仁勋于周六表示其业务“逐月增长，势头越来越强劲”。黄仁勋在本轮为期两天的访台行程中会见台积电首席执行官魏哲家，要求增加芯片供应，当时多家主要芯片设计公司正竞相争夺这家新竹总部企业的有限产能。台积电同时为Nvidia的竞争对手——包括Advanced Micro Devices（AMD）及Qualcomm——代工芯片，并为Apple Inc.的iPhone及其他设备生产硅芯片。黄仁勋的乐观态度亦得到竞争对手认同。高通首席执行官Cristiano Amon上周接受彭博电视采访时表示，全球低估了人工智能的潜在规模。魏哲家则于10月向分析师表示，台积电产能仍极度紧张，该公司正全力缩小供需差距。","news_type":1,"symbols_score_info":{"NVDA":2.1,"PLTR":2,"AMD":2.1,"QCOM":2,"TSM":2.1}},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497024866173104,"gmtCreate":1762366479289,"gmtModify":1762366481526,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"title":"","htmlText":"这应该算利空吧？股价还涨了？","listText":"这应该算利空吧？股价还涨了？","text":"这应该算利空吧？股价还涨了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497024866173104","repostId":"2581711444","repostType":2,"repost":{"id":"2581711444","kind":"news","pubTimestamp":1762314364,"share":"https://www.laohu8.com/m/news/2581711444?lang=&edition=full","pubTime":"2025-11-05 11:46","market":"us","language":"zh","title":"要求远超 JEDEC 标准！再传美光HBM4测试认证失败","url":"https://stock-news.laohu8.com/highlight/detail?id=2581711444","media":"微电子制造","summary":"报告称，客户对 HBM4 的数据传输速度要求远超 JEDEC 标准，而美光样品未能满足这一关键门槛，导致认证流程受阻。这并非市场首次对美光 HBM4 提出质疑。面对市场质疑，美光方面多次公开反驳。关于美光 HBM4 测试认证进展的争议，目前仍处于官方声明与市场传闻博弈的关键阶段，TrendForce 预测，2026 年 HBM4 市占率将逐季提升至 60%，市场规模突破 120 亿美元，SK 海力士与三星有望瓜分超 90% 份额。若广发证券报告属实，美光将彻底错失 HBM4 的 “第一波红利”。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251105124124735v201p0qryhz64gk\"/><p>消息称，<a href=\"https://laohu8.com/S/000776\">广发证券</a>香港分行于 11 月 3 日发布报告指出，<a href=\"https://laohu8.com/S/MU\">美光科技</a>下一代高带宽内存（HBM4）未能满足<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>关键数据传输速度要求，需重新设计产品结构，全面供货或推迟至 2027 年。</p><p>报告称，客户对 HBM4 的数据传输速度要求远超 JEDEC 标准，而美光样品未能满足这一关键门槛，导致认证流程受阻。</p><p>这并非市场首次对美光 HBM4 提出质疑。早在 10 月 30 日，韩国媒体便披露，美光 HBM4 因功耗控制和散热性能不达标，已启动架构调整，量产时间可能延后 9 个月，甚至面临错失英伟达 Rubin 平台（2026 年推出）首批订单的风险。</p><p>行业分析机构 TrendForce 也在同期报告中指出，美光采用的 12nm 级逻辑芯片工艺，与<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>的 4nm 工艺、SK 海力士的<a href=\"https://laohu8.com/S/TSM\">台积电</a> 12nm 工艺存在代差，直接导致其 HBM4 的能效比落后竞品 15%-20%，“这对追求‘高带宽、低功耗’的 AI 服务器而言，是难以接受的短板”。</p><p>面对市场质疑，美光方面多次公开反驳。在 9 月 24 日的财报电话会议上，美光 CEO Sanjay Mehrotra 曾高调宣布，HBM4 样品已实现 11Gbps 传输速率、2.8TB/s 带宽，不仅远超 JEDEC 标准的 8Gbps 和 2TB/s，还 “显著优于行业竞品”，且已向英伟达、<a href=\"https://laohu8.com/S/AMD\">AMD</a> 等核心客户交付最终样品，2026 财年第二季度启动首批供货的计划 “没有变化”。</p><p>10 月，美光投资者交流会上透露，截至 10 月中旬，2026 年 HBM4 规划产能的 80% 已被意向订单锁定，客户对产品性能 “反馈积极”；同时，为支撑 HBM4 量产，美光已将 2026 年相关资本开支提升至总投入的 35%，重点用于先进封装产线升级与高纯度硅晶圆采购。</p><p>针对 “封装良率低” 的说法，美光回应称，通过设备迭代与工艺优化，TC-NCF 技术良率已提升至 75%，“完全能满足量产需求”。</p><p>关于美光 HBM4 测试认证进展的争议，目前仍处于<strong>官方声明与市场传闻博弈的关键阶段，TrendForce 预测，2026 年 HBM4 市占率将逐季提升至 60%，市场规模突破 120 亿美元，</strong>SK 海力士与三星有望瓜分超 90% 份额。若<a href=\"https://laohu8.com/S/01776\">广发证券</a>报告属实，美光将彻底错失 HBM4 的 “第一波红利”。</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\" 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>要求远超 JEDEC 标准！再传美光HBM4测试认证失败</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要求远超 JEDEC 标准！再传美光HBM4测试认证失败\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-05 11:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251105124136a6e22b01&s=b><strong>微电子制造</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>消息称，广发证券香港分行于 11 月 3 日发布报告指出，美光科技下一代高带宽内存（HBM4）未能满足英伟达关键数据传输速度要求，需重新设计产品结构，全面供货或推迟至 2027 年。报告称，客户对 HBM4 的数据传输速度要求远超 JEDEC 标准，而美光样品未能满足这一关键门槛，导致认证流程受阻。这并非市场首次对美光 HBM4 提出质疑。早在 10 月 30 日，韩国媒体便披露，美光 HBM4 ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251105124136a6e22b01&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4512":"苹果概念","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4533":"AQR资本管理(全球第二大对冲基金)","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc 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标准，而美光样品未能满足这一关键门槛，导致认证流程受阻。这并非市场首次对美光 HBM4 提出质疑。早在 10 月 30 日，韩国媒体便披露，美光 HBM4 因功耗控制和散热性能不达标，已启动架构调整，量产时间可能延后 9 个月，甚至面临错失英伟达 Rubin 平台（2026 年推出）首批订单的风险。行业分析机构 TrendForce 也在同期报告中指出，美光采用的 12nm 级逻辑芯片工艺，与三星的 4nm 工艺、SK 海力士的台积电 12nm 工艺存在代差，直接导致其 HBM4 的能效比落后竞品 15%-20%，“这对追求‘高带宽、低功耗’的 AI 服务器而言，是难以接受的短板”。面对市场质疑，美光方面多次公开反驳。在 9 月 24 日的财报电话会议上，美光 CEO Sanjay Mehrotra 曾高调宣布，HBM4 样品已实现 11Gbps 传输速率、2.8TB/s 带宽，不仅远超 JEDEC 标准的 8Gbps 和 2TB/s，还 “显著优于行业竞品”，且已向英伟达、AMD 等核心客户交付最终样品，2026 财年第二季度启动首批供货的计划 “没有变化”。10 月，美光投资者交流会上透露，截至 10 月中旬，2026 年 HBM4 规划产能的 80% 已被意向订单锁定，客户对产品性能 “反馈积极”；同时，为支撑 HBM4 量产，美光已将 2026 年相关资本开支提升至总投入的 35%，重点用于先进封装产线升级与高纯度硅晶圆采购。针对 “封装良率低” 的说法，美光回应称，通过设备迭代与工艺优化，TC-NCF 技术良率已提升至 75%，“完全能满足量产需求”。关于美光 HBM4 测试认证进展的争议，目前仍处于官方声明与市场传闻博弈的关键阶段，TrendForce 预测，2026 年 HBM4 市占率将逐季提升至 60%，市场规模突破 120 亿美元，SK 海力士与三星有望瓜分超 90% 份额。若广发证券报告属实，美光将彻底错失 HBM4 的 “第一波红利”。","news_type":1,"symbols_score_info":{"MU":1.5}},"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496046477972232,"gmtCreate":1762136036885,"gmtModify":1762136039214,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"title":"","htmlText":"就是黄金实物不够提了呗[无语]&nbsp;&nbsp;","listText":"就是黄金实物不够提了呗[无语]&nbsp;&nbsp;","text":"就是黄金实物不够提了呗[无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496046477972232","repostId":"1121673171","repostType":2,"repost":{"id":"1121673171","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":1762133980,"share":"https://www.laohu8.com/m/news/1121673171?lang=&edition=full","pubTime":"2025-11-03 09:39","market":"us","language":"zh","title":"港股异动 | 黄金零售品牌商集体下挫，老铺黄金跌超9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1121673171","media":"老虎资讯综合","summary":"11月3日，港股$老铺黄金(06181)$盘中跌超9%，此前中国取消黄金税收优惠政策。","content":"<html><head></head><body><p>11月3日，港股黄金零售品牌商集体下挫，<a href=\"https://laohu8.com/S/06181\">老铺黄金</a>盘中跌超9%，<a href=\"https://laohu8.com/S/01929\">周大福</a>跌超7%，<a href=\"https://laohu8.com/S/00116\">周生生</a>、<a href=\"https://laohu8.com/S/00590\">六福集团</a>跌超6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31055e91983936df8d5d6f26bc6f1c1b\" title=\"\" tg-width=\"904\" tg-height=\"582\"/></p><p>消息面上，10月30日，世界黄金协会最新发布的数据显示，三季度黄金投资需求激增至537吨，同比增长47%，其中，中国投资者在金条与金币领域的购买力尤为突出，单季度购买了74吨。11月1日，财政部、国家税务总局发布《关于黄金有关税收政策的公告》明确黄金有关税收政策。</p><p style=\"text-align: justify;\">国信证券指出，整体内容看，黄金税收新政策总体上明确了黄金原料的用途，并对此实施差异化的税收管理，引导市场参与者减少对黄金的投机行为，同时规范市场经营，促进行业健康竞争。中信建投发布研报称，对于终端消费者而言，购买黄金饰品价格预计将提升，具体提升幅度要看黄金饰品企业的成本转移幅度，向金交所会员单位购买金条或不受影响。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 黄金零售品牌商集体下挫，老铺黄金跌超9%</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港股异动 | 黄金零售品牌商集体下挫，老铺黄金跌超9%\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\">2025-11-03 09:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月3日，港股黄金零售品牌商集体下挫，<a href=\"https://laohu8.com/S/06181\">老铺黄金</a>盘中跌超9%，<a href=\"https://laohu8.com/S/01929\">周大福</a>跌超7%，<a href=\"https://laohu8.com/S/00116\">周生生</a>、<a href=\"https://laohu8.com/S/00590\">六福集团</a>跌超6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31055e91983936df8d5d6f26bc6f1c1b\" title=\"\" tg-width=\"904\" tg-height=\"582\"/></p><p>消息面上，10月30日，世界黄金协会最新发布的数据显示，三季度黄金投资需求激增至537吨，同比增长47%，其中，中国投资者在金条与金币领域的购买力尤为突出，单季度购买了74吨。11月1日，财政部、国家税务总局发布《关于黄金有关税收政策的公告》明确黄金有关税收政策。</p><p style=\"text-align: justify;\">国信证券指出，整体内容看，黄金税收新政策总体上明确了黄金原料的用途，并对此实施差异化的税收管理，引导市场参与者减少对黄金的投机行为，同时规范市场经营，促进行业健康竞争。中信建投发布研报称，对于终端消费者而言，购买黄金饰品价格预计将提升，具体提升幅度要看黄金饰品企业的成本转移幅度，向金交所会员单位购买金条或不受影响。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1d244c78090ebb3923bbecebff5ffcb8","relate_stocks":{"06181":"老铺黄金","SG9999001051.SGD":"United Asia Fund SGD","BK1227":"服装、服饰与奢侈品"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121673171","content_text":"11月3日，港股黄金零售品牌商集体下挫，老铺黄金盘中跌超9%，周大福跌超7%，周生生、六福集团跌超6%。消息面上，10月30日，世界黄金协会最新发布的数据显示，三季度黄金投资需求激增至537吨，同比增长47%，其中，中国投资者在金条与金币领域的购买力尤为突出，单季度购买了74吨。11月1日，财政部、国家税务总局发布《关于黄金有关税收政策的公告》明确黄金有关税收政策。国信证券指出，整体内容看，黄金税收新政策总体上明确了黄金原料的用途，并对此实施差异化的税收管理，引导市场参与者减少对黄金的投机行为，同时规范市场经营，促进行业健康竞争。中信建投发布研报称，对于终端消费者而言，购买黄金饰品价格预计将提升，具体提升幅度要看黄金饰品企业的成本转移幅度，向金交所会员单位购买金条或不受影响。","news_type":1,"symbols_score_info":{"06181":2}},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494039914050424,"gmtCreate":1761636389225,"gmtModify":1761636449040,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"12:50，人家财报数据早出了，老虎还是太慢了信息压根收集不到","listText":"12:50，人家财报数据早出了，老虎还是太慢了信息压根收集不到","text":"12:50，人家财报数据早出了，老虎还是太慢了信息压根收集不到","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494039914050424","repostId":"1199588398","repostType":2,"repost":{"id":"1199588398","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1761627043,"share":"https://www.laohu8.com/m/news/1199588398?lang=&edition=full","pubTime":"2025-10-28 12:50","market":"us","language":"zh","title":"异动解读 | 艾马克技术公司夜盘大跌5.06%，季报发布及CEO接班计划引发投资者担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1199588398","media":"异动解读","summary":"艾马克技术公司在夜盘交易中股价大幅下跌5.06%，引发市场广泛关注。这一显著跌幅主要源于公司在美股收盘后发布的两项重要公告：2025年第三季度财务报告和首席执行官的接班计划。在科技行业，领导层的变动往往会对公司短期内的股价产生显著影响，特别是如果新任CEO的选择或过渡计划不符合市场预期。艾马克技术公司股价的后续表现将很大程度上取决于管理层如何有效沟通公司的战略规划和应对市场挑战的能力。","content":"<p>艾马克技术公司（股票代码：AMKR）在夜盘交易中股价大幅下跌5.06%，引发市场广泛关注。这一显著跌幅主要源于公司在美股收盘后发布的两项重要公告：2025年第三季度财务报告和首席执行官的接班计划。</p>\n\n<p>虽然具体财报数据尚未完全公开，但投资者的负面反应表明，公司的业绩可能未能达到市场预期。在当前科技行业面临诸多挑战的背景下，任何低于预期的财务表现都可能引发投资者的担忧，进而导致股价下跌。</p>\n\n<p>此外，首席执行官更替计划的宣布也为公司前景增添了不确定性。在科技行业，领导层的变动往往会对公司短期内的股价产生显著影响，特别是如果新任CEO的选择或过渡计划不符合市场预期。分析人士指出，投资者将密切关注公司在随后的财报电话会议中提供的更多细节，以评估公司未来的发展方向和潜在风险。艾马克技术公司股价的后续表现将很大程度上取决于管理层如何有效沟通公司的战略规划和应对市场挑战的能力。</p>","source":"ai_movement_cn","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>异动解读 | 艾马克技术公司夜盘大跌5.06%，季报发布及CEO接班计划引发投资者担忧</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异动解读 | 艾马克技术公司夜盘大跌5.06%，季报发布及CEO接班计划引发投资者担忧\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-10-28 12:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>艾马克技术公司（股票代码：AMKR）在夜盘交易中股价大幅下跌5.06%，引发市场广泛关注。这一显著跌幅主要源于公司在美股收盘后发布的两项重要公告：2025年第三季度财务报告和首席执行官的接班计划。</p>\n\n<p>虽然具体财报数据尚未完全公开，但投资者的负面反应表明，公司的业绩可能未能达到市场预期。在当前科技行业面临诸多挑战的背景下，任何低于预期的财务表现都可能引发投资者的担忧，进而导致股价下跌。</p>\n\n<p>此外，首席执行官更替计划的宣布也为公司前景增添了不确定性。在科技行业，领导层的变动往往会对公司短期内的股价产生显著影响，特别是如果新任CEO的选择或过渡计划不符合市场预期。分析人士指出，投资者将密切关注公司在随后的财报电话会议中提供的更多细节，以评估公司未来的发展方向和潜在风险。艾马克技术公司股价的后续表现将很大程度上取决于管理层如何有效沟通公司的战略规划和应对市场挑战的能力。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMKR":"艾马克技术公司"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199588398","content_text":"艾马克技术公司（股票代码：AMKR）在夜盘交易中股价大幅下跌5.06%，引发市场广泛关注。这一显著跌幅主要源于公司在美股收盘后发布的两项重要公告：2025年第三季度财务报告和首席执行官的接班计划。\n虽然具体财报数据尚未完全公开，但投资者的负面反应表明，公司的业绩可能未能达到市场预期。在当前科技行业面临诸多挑战的背景下，任何低于预期的财务表现都可能引发投资者的担忧，进而导致股价下跌。\n此外，首席执行官更替计划的宣布也为公司前景增添了不确定性。在科技行业，领导层的变动往往会对公司短期内的股价产生显著影响，特别是如果新任CEO的选择或过渡计划不符合市场预期。分析人士指出，投资者将密切关注公司在随后的财报电话会议中提供的更多细节，以评估公司未来的发展方向和潜在风险。艾马克技术公司股价的后续表现将很大程度上取决于管理层如何有效沟通公司的战略规划和应对市场挑战的能力。","news_type":1,"symbols_score_info":{"AMKR":1}},"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494002577613096,"gmtCreate":1761627019224,"gmtModify":1761627020963,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 你就这么不争气？","text":"$甲骨文(ORCL)$ 你就这么不争气？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491364410790656","isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491243166466608,"gmtCreate":1760953280054,"gmtModify":1760953282286,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"稀释那么多，不跌才怪","listText":"稀释那么多，不跌才怪","text":"稀释那么多，不跌才怪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491243166466608","repostId":"1170586209","repostType":2,"repost":{"id":"1170586209","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1760949276,"share":"https://www.laohu8.com/m/news/1170586209?lang=&edition=full","pubTime":"2025-10-20 16:34","market":"sg","language":"zh","title":"异动解读 | Beyond Meat盘前大涨81%，或为超跌反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1170586209","media":"异动解读","summary":"\"人造肉第一股\"Beyond Meat今日盘前大涨81.23%，引发市场广泛关注。这一显著涨幅可能是对上周大跌的反弹，但具体原因仍不明确。据悉，Beyond Meat股票在上周经历了惊人的67.88%跌幅。值得注意的是，TD Cowen分析师Robert Moskow仍维持对Beyond Meat的卖出评级，并将目标价从2美元大幅下调至0.8美元，这一负面评级似乎并未影响投资者的热情。目前，市场上尚未出现能够解释这一大幅上涨的明确利好消息。","content":"<p>\"人造肉第一股\"Beyond Meat（BYND）今日盘前大涨81.23%，引发市场广泛关注。这一显著涨幅可能是对上周大跌的反弹，但具体原因仍不明确。</p>\n\n<p>据悉，Beyond Meat股票在上周经历了惊人的67.88%跌幅。尽管如此，本周一开盘前，该股却出现了戏剧性的反转。值得注意的是，TD Cowen分析师Robert Moskow仍维持对Beyond Meat的卖出评级，并将目标价从2美元大幅下调至0.8美元，这一负面评级似乎并未影响投资者的热情。</p>\n\n<p>目前，市场上尚未出现能够解释这一大幅上涨的明确利好消息。分析人士推测，这可能是典型的超跌反弹现象，即在经历了上周的暴跌之后，部分投资者认为股价已被严重低估，从而引发了大规模买入。然而，考虑到公司基本面并未出现显著改善，投资者仍需谨慎对待这一波涨势的持续性。</p>","source":"ai_movement_cn","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/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-10-20 16:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>\"人造肉第一股\"Beyond Meat（BYND）今日盘前大涨81.23%，引发市场广泛关注。这一显著涨幅可能是对上周大跌的反弹，但具体原因仍不明确。</p>\n\n<p>据悉，Beyond Meat股票在上周经历了惊人的67.88%跌幅。尽管如此，本周一开盘前，该股却出现了戏剧性的反转。值得注意的是，TD Cowen分析师Robert Moskow仍维持对Beyond Meat的卖出评级，并将目标价从2美元大幅下调至0.8美元，这一负面评级似乎并未影响投资者的热情。</p>\n\n<p>目前，市场上尚未出现能够解释这一大幅上涨的明确利好消息。分析人士推测，这可能是典型的超跌反弹现象，即在经历了上周的暴跌之后，部分投资者认为股价已被严重低估，从而引发了大规模买入。然而，考虑到公司基本面并未出现显著改善，投资者仍需谨慎对待这一波涨势的持续性。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYND":"Beyond Meat, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170586209","content_text":"\"人造肉第一股\"Beyond 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href=http://www.zhitongcaijing.com/content/detail/1350967.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，周一，Wolfspeed(WOLF.US)股价暴涨超1130%，并多次触及停牌。截至发稿，该股股价停留在14.97美元。半导体板块今日普遍走高，消息面上，外媒报道称，特朗普政府正考虑根据每台设备中的芯片数量，对外国电子设备征收关税，此举旨在推动企业将生产转移至美国。根据计划，美国商务部将对进口产品征收关税，税额相当于该产品芯片含量估算价值的一定百分比。若该计划得以实施，将表明...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1350967.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4141":"半导体产品","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU0056508442.USD":"贝莱德世界科技基金A2","LU1861215975.USD":"贝莱德新一代科技基金 A2","WOLF":"Wolfspeed Inc.","IE00B19Z9P08.USD":"LEGG 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台积电给小米加工，会怎样？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/439486655557736","isVote":1,"tweetType":1,"viewCount":2435,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4211273837557662","authorId":"4211273837557662","name":"CloudsRipple","avatar":"https://static.tigerbbs.com/375f5eab560a57a177fcf6b4edb659d5","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4211273837557662","idStr":"4211273837557662"},"content":"现在制裁意义不大吧，而且米每年全球出那么多高通芯片的机器，搞不好制裁完自己损失小不到哪去","text":"现在制裁意义不大吧，而且米每年全球出那么多高通芯片的机器，搞不好制裁完自己损失小不到哪去","html":"现在制裁意义不大吧，而且米每年全球出那么多高通芯片的机器，搞不好制裁完自己损失小不到哪去"},{"author":{"id":"4203498746370332","authorId":"4203498746370332","name":"章鱼888","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"4203498746370332","idStr":"4203498746370332"},"content":"股价跌10个点，然后买更便宜的股票，完事","text":"股价跌10个点，然后买更便宜的股票，完事","html":"股价跌10个点，然后买更便宜的股票，完事"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":810312744,"gmtCreate":1629943990588,"gmtModify":1629943990588,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>听闻 浙商浙官 齐齐挂科了？？","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>听闻 浙商浙官 齐齐挂科了？？","text":"$阿里巴巴-SW(09988)$听闻 浙商浙官 齐齐挂科了？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/810312744","isVote":1,"tweetType":1,"viewCount":2667,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3465431827100262","authorId":"3465431827100262","name":"25d459fd","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3465431827100262","idStr":"3465431827100262"},"content":"嗯 是啊 ，阿里要完蛋了，马老师要出事了，赶紧撤出来","text":"嗯 是啊 ，阿里要完蛋了，马老师要出事了，赶紧撤出来","html":"嗯 是啊 ，阿里要完蛋了，马老师要出事了，赶紧撤出来"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360297937183016,"gmtCreate":1729003868883,"gmtModify":1729003871053,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"我去啊，不是16号盘前才发布吗？是我时差没调好？？","listText":"我去啊，不是16号盘前才发布吗？是我时差没调好？？","text":"我去啊，不是16号盘前才发布吗？是我时差没调好？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/360297937183016","repostId":"1114844025","repostType":2,"repost":{"id":"1114844025","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":1729003272,"share":"https://www.laohu8.com/m/news/1114844025?lang=&edition=full","pubTime":"2024-10-15 22:41","market":"us","language":"zh","title":"阿斯麦Q3订单远逊预期，下调2025年净销售额和毛利率指引","url":"https://stock-news.laohu8.com/highlight/detail?id=1114844025","media":"老虎资讯综合","summary":"三季度订单26.3亿欧元，市场预期53.9亿欧元。","content":"<html><head></head><body><p>阿斯麦第三季度订单26.3亿欧元，市场预期53.9亿欧元。</p><p>第三季度毛利率为50.8%，市场预期为50.7%。</p><p>阿斯麦预计2024年第四季度的总净销售额将在88亿至92亿欧元之间，毛利率在49%至50%之间，基本符合预期。2024全年总净销售额预计达到约280亿欧元。</p><p style=\"text-align: justify;\">然而，该公司下调了对2025年的增长预期，特别是EUV设备的需求，由于客户对新技术节点的谨慎态度以及逻辑芯片市场复苏的缓慢，EUV需求的时间点延迟，导致公司对未来的预期低于此前给出的区间。阿斯麦预计2025年总净销售额将在300亿至350亿欧元之间，处于分析师预估区间的中下端，分析师预期359.4亿欧元；毛利率则会维持在51%至53%，公司原本预计大约54%-56%。</p><p style=\"text-align: justify;\">阿斯麦总裁兼首席执行官Christophe Fouquet在声明中表示：“虽然人工智能领域的强劲发展带来了一定的上行潜力，其他市场的复苏速度慢于预期，导致客户更加谨慎。特别是在逻辑芯片领域，由于代工厂竞争激烈，新节点的推广速度放缓，对光刻设备的需求时间表也因此发生了变化。”</p><p style=\"text-align: justify;\">公司还宣布，将于2024年11月7日支付每股1.52欧元的中期股息。此外，公司在第三季度未进行任何股票回购。自7月创下历史新高以来，这家欧洲最有价值的技术公司股价已下跌30%。原因是美国可能对其他国家业务实施更多限制，以及该行业整体疲软。</p><p>截至发稿，阿斯麦大跌超13%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64a69936c6b95f86571c75c4b7e7adae\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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>阿斯麦Q3订单远逊预期，下调2025年净销售额和毛利率指引</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阿斯麦Q3订单远逊预期，下调2025年净销售额和毛利率指引\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\">2024-10-15 22:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>阿斯麦第三季度订单26.3亿欧元，市场预期53.9亿欧元。</p><p>第三季度毛利率为50.8%，市场预期为50.7%。</p><p>阿斯麦预计2024年第四季度的总净销售额将在88亿至92亿欧元之间，毛利率在49%至50%之间，基本符合预期。2024全年总净销售额预计达到约280亿欧元。</p><p style=\"text-align: justify;\">然而，该公司下调了对2025年的增长预期，特别是EUV设备的需求，由于客户对新技术节点的谨慎态度以及逻辑芯片市场复苏的缓慢，EUV需求的时间点延迟，导致公司对未来的预期低于此前给出的区间。阿斯麦预计2025年总净销售额将在300亿至350亿欧元之间，处于分析师预估区间的中下端，分析师预期359.4亿欧元；毛利率则会维持在51%至53%，公司原本预计大约54%-56%。</p><p style=\"text-align: justify;\">阿斯麦总裁兼首席执行官Christophe Fouquet在声明中表示：“虽然人工智能领域的强劲发展带来了一定的上行潜力，其他市场的复苏速度慢于预期，导致客户更加谨慎。特别是在逻辑芯片领域，由于代工厂竞争激烈，新节点的推广速度放缓，对光刻设备的需求时间表也因此发生了变化。”</p><p style=\"text-align: justify;\">公司还宣布，将于2024年11月7日支付每股1.52欧元的中期股息。此外，公司在第三季度未进行任何股票回购。自7月创下历史新高以来，这家欧洲最有价值的技术公司股价已下跌30%。原因是美国可能对其他国家业务实施更多限制，以及该行业整体疲软。</p><p>截至发稿，阿斯麦大跌超13%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64a69936c6b95f86571c75c4b7e7adae\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9a5bf70230b34046657c91800556952","relate_stocks":{"ASML":"阿斯麦"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114844025","content_text":"阿斯麦第三季度订单26.3亿欧元，市场预期53.9亿欧元。第三季度毛利率为50.8%，市场预期为50.7%。阿斯麦预计2024年第四季度的总净销售额将在88亿至92亿欧元之间，毛利率在49%至50%之间，基本符合预期。2024全年总净销售额预计达到约280亿欧元。然而，该公司下调了对2025年的增长预期，特别是EUV设备的需求，由于客户对新技术节点的谨慎态度以及逻辑芯片市场复苏的缓慢，EUV需求的时间点延迟，导致公司对未来的预期低于此前给出的区间。阿斯麦预计2025年总净销售额将在300亿至350亿欧元之间，处于分析师预估区间的中下端，分析师预期359.4亿欧元；毛利率则会维持在51%至53%，公司原本预计大约54%-56%。阿斯麦总裁兼首席执行官Christophe Fouquet在声明中表示：“虽然人工智能领域的强劲发展带来了一定的上行潜力，其他市场的复苏速度慢于预期，导致客户更加谨慎。特别是在逻辑芯片领域，由于代工厂竞争激烈，新节点的推广速度放缓，对光刻设备的需求时间表也因此发生了变化。”公司还宣布，将于2024年11月7日支付每股1.52欧元的中期股息。此外，公司在第三季度未进行任何股票回购。自7月创下历史新高以来，这家欧洲最有价值的技术公司股价已下跌30%。原因是美国可能对其他国家业务实施更多限制，以及该行业整体疲软。截至发稿，阿斯麦大跌超13%。","news_type":1,"symbols_score_info":{"ASML":1.1}},"isVote":1,"tweetType":1,"viewCount":1053,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3454016442520150","authorId":"3454016442520150","name":"中概股的诱惑","avatar":"https://static.tigerbbs.com/579af92b0fbae0801019dac7cfc5abc5","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3454016442520150","idStr":"3454016442520150"},"content":"哈哈哈，735的put期权没买。结果30倍没有了。","text":"哈哈哈，735的put期权没买。结果30倍没有了。","html":"哈哈哈，735的put期权没买。结果30倍没有了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":815399786,"gmtCreate":1630640890345,"gmtModify":1630640890345,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>听闻蚂蚁金服要把部分业务拆解出来跟国资合作成立个人信用管理公司？求证实或证伪","listText":"<a 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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>暴涨之际套现，“女股神”Cathie Wood抛售逾34万股Circle</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/d06797dbcc3b4b9e839c351ca5a14e4d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇APP </p>\n<p class=\"h-time\">2025-06-17 17:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>随着“稳定币第一股”Circle近期大幅上涨，一些投资者开始获利了结，其中包括知名投资人Cathie Wood旗下的方舟投资。</p><p>根据6月16日公布的持仓数据显示，在本月早前斥资3.73亿美元买入Circle股票后，方舟近期已开始部分减持该股。此次减持正值Circle股价飙升之际。6月17日，其股价盘中一度触及165.60美元，最终收于151.06美元的历史新高。自6月5日以31美元的发行价上市以来，其股价累计上涨约387%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/033039147663284e6a0fe33e29c74d16\" tg-width=\"560\" tg-height=\"240\"/></p><p>此次方舟的减持涉及旗下三只主动型ETF，合计共减持342,658股，总价值约为5170万美元，约占方舟最初持有的450万股仓位的7.6%。尽管有所减持，方舟目前仍持有超过415万股Circle股票，按当前价格算市值约为6.28亿美元，远高于最初的3.73亿美元投资。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1c8345d8144ff10c90814fa3c8d8c712","relate_stocks":{"CRCL":"Circle 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