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hld
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hld
2025-04-03
$恒生日本东证一百(03410)$
hld
2025-02-11
说说你对这篇新闻的看法...
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hld
2021-04-15
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","text":"$恒生日本东证一百(03410)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420297831780816","isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":402301427966304,"gmtCreate":1739236327389,"gmtModify":1739238636931,"author":{"id":"3578018699592263","authorId":"3578018699592263","name":"hld","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578018699592263","authorIdStr":"3578018699592263"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402301427966304","repostId":"1164096924","repostType":2,"isVote":1,"tweetType":1,"viewCount":1406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347059971,"gmtCreate":1618451508993,"gmtModify":1618451795879,"author":{"id":"3578018699592263","authorId":"3578018699592263","name":"hld","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578018699592263","authorIdStr":"3578018699592263"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347059971","repostId":"1182194871","repostType":4,"isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":568307360691208,"gmtCreate":1779768135732,"gmtModify":1779769583487,"author":{"id":"3578018699592263","authorId":"3578018699592263","name":"hld","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578018699592263","authorIdStr":"3578018699592263"},"themes":[],"title":"","htmlText":" 🐯","listText":" 🐯","text":"🐯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568307360691208","repostId":"2638562066","repostType":2,"repost":{"id":"2638562066","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":1779766800,"share":"https://www.laohu8.com/m/news/2638562066?lang=zh_CN&edition=full","pubTime":"2026-05-26 11:40","market":"nz","language":"zh","title":"AI资本开支浪潮重塑经济弹性，摩根士丹利上调美股盈利预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2638562066","media":"华尔街见闻","summary":"摩根士丹利表示，AI基础设施投资浪潮正从根本上重塑美国经济逻辑，将2026年标普500盈利增速预期从17%大幅上调至23%，背后是一种\"需求无弹性\"现象，美国大型云计算企业2026年资本支出预计达8050亿美元，较一年前预测几近翻倍，且对成本攀升、融资收紧、地缘风险均无动于衷。","content":"<html><head></head><body><blockquote><p>摩根士丹利表示，AI基础设施投资浪潮正从根本上重塑美国经济逻辑，将2026年标普500盈利增速预期从17%大幅上调至23%，背后是一种"需求无弹性"现象，美国大型云计算企业2026年资本支出预计达8050亿美元，较一年前预测几近翻倍，且对成本攀升、融资收紧、地缘风险均无动于衷。</p></blockquote><p style=\"text-align: justify;\">AI基础设施建设热潮正在从根本上改变美国经济对价格和融资成本的敏感度，并推动企业盈利预期大幅上修。</p><p style=\"text-align: justify;\">摩根士丹利首席跨资产策略师Andrew Sheets在该行2026年中期展望报告中指出，<strong>美国经济展现出超预期的韧性，核心驱动力正是以AI为中心的资本支出浪潮</strong>，并将2026年标普500指数盈利增速预期从此前的17%大幅上调至23%，同期美国经济增速预期也从1.8%上修至2.3%。</p><p style=\"text-align: justify;\">这一轮上调的背后，是一种被摩根士丹利定义为“需求无弹性”的现象——即企业和消费者对更高价格、更高融资成本乃至更高地缘政治风险的抵御能力，远超市场预期。Andrew Sheets认为，这一特征在当前市场环境下对股票、债券及大宗商品的投资逻辑均具有深远影响。</p><h2 id=\"id_3664198632\">AI资本开支规模急剧膨胀，远超此前预期</h2><p style=\"text-align: justify;\">AI基础设施投资是报告中着墨最重的主线。据最新估算，美国大型超大规模云计算企业2026年资本支出将达8050亿美元，较一年前预测的4330亿美元几乎翻倍，较2025年实际支出翻倍，较2024年水平则增至三倍。<strong>展望未来，该行预计这一数字将在2027年突破1.1万亿美元，2028年接近1.3万亿美元。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5b6938b133b283f988df4f69b2ae73d\" tg-width=\"713\" tg-height=\"465\"/></p><p style=\"text-align: justify;\">更值得关注的是，这场投资加速发生在成本全面上涨的背景之下。从铜材、燃气轮机到存储芯片，关键组件价格大幅攀升，但并未对AI投资热情形成实质性抑制。Andrew Sheets将这种对价格不敏感的需求特征定义为"无弹性"，并指出AI投资兼具“必需品”与“高度渴望品”的双重属性——企业既急于把握下一代核心技术，又担忧在竞争中落后。</p><p style=\"text-align: justify;\">融资成本同样未能阻挡这一趋势。2026年科技企业债券发行规模创历史纪录，即便收益率持续走高。Andrew Sheets认为，对于如此重要的战略优先级而言，借贷成本究竟是5.50%、5.75%还是6.00%，已退居次要考量。</p><h2 id=\"id_3779944445\">盈利上修不止于AI，经济增速预期同步提升</h2><p style=\"text-align: justify;\">AI资本开支的溢出效应已直接体现在宏观经济数据中。AI资本支出使其对2026年美国商业固定投资增速的预测从半年前的3%提升至7%，增幅超过一倍，这是该行上调全年经济增速预期的重要支撑。</p><p style=\"text-align: justify;\"><strong>盈利层面，“更高需求叠加更高价格”的组合对企业利润率构成正向驱动。</strong>韩国股市（汇聚大量AI核心供应商）2026年盈利预期共识增速高达235%，众多2026年最具代表性的个股投资机会均集中于AI供应链。值得注意的是，盈利强劲并非仅限于AI受益标的——罗素3000指数中位数股票的每股盈利增速同样追踪至10%。</p><p style=\"text-align: justify;\">在2027年经济增速预期方面，从2.0%上调至2.6%，显示出对美国经济中期动能的持续乐观。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94231adf419be6fd07c41e884dbdd64a\" tg-width=\"1019\" tg-height=\"401\"/></p><h2 id=\"id_1769835713\">消费端需求韧性同样显著，能源价格冲击有限</h2><p style=\"text-align: justify;\">无弹性需求并非AI投资的专属现象，在居民消费端同样有所体现。尽管美国汽油价格大幅上涨，但消费者的驾驶和消费行为几乎未见收缩。2026年4月美国汽油消费量与2025年4月基本持平，剔除油气项目后的零售销售数据亦好于预期。</p><p style=\"text-align: justify;\">航空出行数据同样印证了这一判断。截至2026年4月，美国机票价格同比上涨20.7%，航空公司成功将燃油成本转嫁给消费者，而需求端尚未出现明显萎缩迹象。</p><p style=\"text-align: justify;\">强健的资产负债表是支撑这种消费韧性的关键——科技企业和居民部门均坐拥充裕资金，美国居民财富处于历史高位，欧洲储蓄率亦处于历史高位。</p><h2 id=\"id_3584377498\">无弹性力量的边界：债券与央行政策面临潜在挑战</h2><p style=\"text-align: justify;\">上述无弹性力量在美国最为突出，支持其在全球资产配置中偏好美股相对于其他市场的立场。与此同时，能源需求的持续强劲使油价面临上行偏斜，该行认为做多油价是对其整体跨资产乐观判断的有效对冲工具。</p><p style=\"text-align: justify;\">然而，这些力量也为债券市场和央行政策路径带来不确定性。基准判断是，AI相关品类在通胀篮子中权重相对有限，通胀有望在2026年下半年回落，从而为欧洲央行、英国央行和日本央行提供比市场当前定价更为宽松的政策空间。</p><p style=\"text-align: justify;\">但Andrew Sheets同时提示了尾部风险：<strong>若无弹性力量比预期更强劲、更持久，则可能挑战对政策路径的预测</strong>，以及对债券收益率将下行的判断。他将核心问题归结为：市场真正需要追问的，或许不是价格是否已高到足以影响需求，而是需求本身是否已变得过于战略性、过于不可或缺，或过于财力雄厚，以至于根本不在乎价格。</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资本开支浪潮重塑经济弹性，摩根士丹利上调美股盈利预期</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\">\nAI资本开支浪潮重塑经济弹性，摩根士丹利上调美股盈利预期\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\">2026-05-26 11:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>摩根士丹利表示，AI基础设施投资浪潮正从根本上重塑美国经济逻辑，将2026年标普500盈利增速预期从17%大幅上调至23%，背后是一种"需求无弹性"现象，美国大型云计算企业2026年资本支出预计达8050亿美元，较一年前预测几近翻倍，且对成本攀升、融资收紧、地缘风险均无动于衷。</p></blockquote><p style=\"text-align: justify;\">AI基础设施建设热潮正在从根本上改变美国经济对价格和融资成本的敏感度，并推动企业盈利预期大幅上修。</p><p style=\"text-align: justify;\">摩根士丹利首席跨资产策略师Andrew Sheets在该行2026年中期展望报告中指出，<strong>美国经济展现出超预期的韧性，核心驱动力正是以AI为中心的资本支出浪潮</strong>，并将2026年标普500指数盈利增速预期从此前的17%大幅上调至23%，同期美国经济增速预期也从1.8%上修至2.3%。</p><p style=\"text-align: justify;\">这一轮上调的背后，是一种被摩根士丹利定义为“需求无弹性”的现象——即企业和消费者对更高价格、更高融资成本乃至更高地缘政治风险的抵御能力，远超市场预期。Andrew Sheets认为，这一特征在当前市场环境下对股票、债券及大宗商品的投资逻辑均具有深远影响。</p><h2 id=\"id_3664198632\">AI资本开支规模急剧膨胀，远超此前预期</h2><p style=\"text-align: justify;\">AI基础设施投资是报告中着墨最重的主线。据最新估算，美国大型超大规模云计算企业2026年资本支出将达8050亿美元，较一年前预测的4330亿美元几乎翻倍，较2025年实际支出翻倍，较2024年水平则增至三倍。<strong>展望未来，该行预计这一数字将在2027年突破1.1万亿美元，2028年接近1.3万亿美元。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5b6938b133b283f988df4f69b2ae73d\" tg-width=\"713\" tg-height=\"465\"/></p><p style=\"text-align: justify;\">更值得关注的是，这场投资加速发生在成本全面上涨的背景之下。从铜材、燃气轮机到存储芯片，关键组件价格大幅攀升，但并未对AI投资热情形成实质性抑制。Andrew Sheets将这种对价格不敏感的需求特征定义为"无弹性"，并指出AI投资兼具“必需品”与“高度渴望品”的双重属性——企业既急于把握下一代核心技术，又担忧在竞争中落后。</p><p style=\"text-align: justify;\">融资成本同样未能阻挡这一趋势。2026年科技企业债券发行规模创历史纪录，即便收益率持续走高。Andrew Sheets认为，对于如此重要的战略优先级而言，借贷成本究竟是5.50%、5.75%还是6.00%，已退居次要考量。</p><h2 id=\"id_3779944445\">盈利上修不止于AI，经济增速预期同步提升</h2><p style=\"text-align: justify;\">AI资本开支的溢出效应已直接体现在宏观经济数据中。AI资本支出使其对2026年美国商业固定投资增速的预测从半年前的3%提升至7%，增幅超过一倍，这是该行上调全年经济增速预期的重要支撑。</p><p style=\"text-align: justify;\"><strong>盈利层面，“更高需求叠加更高价格”的组合对企业利润率构成正向驱动。</strong>韩国股市（汇聚大量AI核心供应商）2026年盈利预期共识增速高达235%，众多2026年最具代表性的个股投资机会均集中于AI供应链。值得注意的是，盈利强劲并非仅限于AI受益标的——罗素3000指数中位数股票的每股盈利增速同样追踪至10%。</p><p style=\"text-align: justify;\">在2027年经济增速预期方面，从2.0%上调至2.6%，显示出对美国经济中期动能的持续乐观。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94231adf419be6fd07c41e884dbdd64a\" tg-width=\"1019\" tg-height=\"401\"/></p><h2 id=\"id_1769835713\">消费端需求韧性同样显著，能源价格冲击有限</h2><p style=\"text-align: justify;\">无弹性需求并非AI投资的专属现象，在居民消费端同样有所体现。尽管美国汽油价格大幅上涨，但消费者的驾驶和消费行为几乎未见收缩。2026年4月美国汽油消费量与2025年4月基本持平，剔除油气项目后的零售销售数据亦好于预期。</p><p style=\"text-align: justify;\">航空出行数据同样印证了这一判断。截至2026年4月，美国机票价格同比上涨20.7%，航空公司成功将燃油成本转嫁给消费者，而需求端尚未出现明显萎缩迹象。</p><p style=\"text-align: justify;\">强健的资产负债表是支撑这种消费韧性的关键——科技企业和居民部门均坐拥充裕资金，美国居民财富处于历史高位，欧洲储蓄率亦处于历史高位。</p><h2 id=\"id_3584377498\">无弹性力量的边界：债券与央行政策面临潜在挑战</h2><p style=\"text-align: justify;\">上述无弹性力量在美国最为突出，支持其在全球资产配置中偏好美股相对于其他市场的立场。与此同时，能源需求的持续强劲使油价面临上行偏斜，该行认为做多油价是对其整体跨资产乐观判断的有效对冲工具。</p><p style=\"text-align: justify;\">然而，这些力量也为债券市场和央行政策路径带来不确定性。基准判断是，AI相关品类在通胀篮子中权重相对有限，通胀有望在2026年下半年回落，从而为欧洲央行、英国央行和日本央行提供比市场当前定价更为宽松的政策空间。</p><p style=\"text-align: justify;\">但Andrew Sheets同时提示了尾部风险：<strong>若无弹性力量比预期更强劲、更持久，则可能挑战对政策路径的预测</strong>，以及对债券收益率将下行的判断。他将核心问题归结为：市场真正需要追问的，或许不是价格是否已高到足以影响需求，而是需求本身是否已变得过于战略性、过于不可或缺，或过于财力雄厚，以至于根本不在乎价格。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{"MMAX":"iShares Large Cap Max Buffer Mar ETF",".IXIC":"NASDAQ Composite","QQQX":"Nuveen NASDAQ 100 Dynamic Overwrite","VOO":"Vanguard标普500ETF","03086":"华夏纳指","GPIQ":"GOLDMAN SACHS NASDAQ 100 CORE PREMIUM INCOME ETF","SMAX":"ISHARES LARGE CAP MAX BUFFER SEP ETF",".SPX":"S&P 500 Index","03455":"景顺QQQ","DMAX":"ISHARES LARGE CAP MAX BUFFER DEC ETF","SPXL":"三倍做多标普500ETF-Direxion","09834":"安硕纳指一百—U","PSQ":"做空纳斯达克100指数ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","QMAR":"FT Vest Nasdaq-100 Buffer ETF - March","UDOW":"三倍做多道指30ETF-ProShares","QDEC":"FT Vest Nasdaq-100 Buffer ETF - December","QLD":"2倍做多纳斯达克100指数ETF-ProShares","NJAN":"Innovator Growth-100 Power Buffer ETF - 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ETF","IVV":"标普500ETF-iShares","09086":"华夏纳指-U",".DJI":"道琼斯","07266":"南方两倍做多纳指","NOCT":"Innovator Growth-100 Power Buffer ETF - October","SPY":"标普500ETF","AGIX":"通用人工智能 ETF-AGIX","07261":"FL二华夏纳一百","YSPY":"GraniteShares YieldBOOST SPY ETF","SPYU":"MAX S&P 500 4X Leveraged ETN","SSO":"2倍做多标普500ETF-ProShares","NAPR":"Innovator Growth-100 Power Buffer ETF - April"},"source_url":"https://wallstreetcn.com/articles/3773122","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2638562066","content_text":"摩根士丹利表示，AI基础设施投资浪潮正从根本上重塑美国经济逻辑，将2026年标普500盈利增速预期从17%大幅上调至23%，背后是一种\"需求无弹性\"现象，美国大型云计算企业2026年资本支出预计达8050亿美元，较一年前预测几近翻倍，且对成本攀升、融资收紧、地缘风险均无动于衷。AI基础设施建设热潮正在从根本上改变美国经济对价格和融资成本的敏感度，并推动企业盈利预期大幅上修。摩根士丹利首席跨资产策略师Andrew Sheets在该行2026年中期展望报告中指出，美国经济展现出超预期的韧性，核心驱动力正是以AI为中心的资本支出浪潮，并将2026年标普500指数盈利增速预期从此前的17%大幅上调至23%，同期美国经济增速预期也从1.8%上修至2.3%。这一轮上调的背后，是一种被摩根士丹利定义为“需求无弹性”的现象——即企业和消费者对更高价格、更高融资成本乃至更高地缘政治风险的抵御能力，远超市场预期。Andrew Sheets认为，这一特征在当前市场环境下对股票、债券及大宗商品的投资逻辑均具有深远影响。AI资本开支规模急剧膨胀，远超此前预期AI基础设施投资是报告中着墨最重的主线。据最新估算，美国大型超大规模云计算企业2026年资本支出将达8050亿美元，较一年前预测的4330亿美元几乎翻倍，较2025年实际支出翻倍，较2024年水平则增至三倍。展望未来，该行预计这一数字将在2027年突破1.1万亿美元，2028年接近1.3万亿美元。更值得关注的是，这场投资加速发生在成本全面上涨的背景之下。从铜材、燃气轮机到存储芯片，关键组件价格大幅攀升，但并未对AI投资热情形成实质性抑制。Andrew Sheets将这种对价格不敏感的需求特征定义为\"无弹性\"，并指出AI投资兼具“必需品”与“高度渴望品”的双重属性——企业既急于把握下一代核心技术，又担忧在竞争中落后。融资成本同样未能阻挡这一趋势。2026年科技企业债券发行规模创历史纪录，即便收益率持续走高。Andrew Sheets认为，对于如此重要的战略优先级而言，借贷成本究竟是5.50%、5.75%还是6.00%，已退居次要考量。盈利上修不止于AI，经济增速预期同步提升AI资本开支的溢出效应已直接体现在宏观经济数据中。AI资本支出使其对2026年美国商业固定投资增速的预测从半年前的3%提升至7%，增幅超过一倍，这是该行上调全年经济增速预期的重要支撑。盈利层面，“更高需求叠加更高价格”的组合对企业利润率构成正向驱动。韩国股市（汇聚大量AI核心供应商）2026年盈利预期共识增速高达235%，众多2026年最具代表性的个股投资机会均集中于AI供应链。值得注意的是，盈利强劲并非仅限于AI受益标的——罗素3000指数中位数股票的每股盈利增速同样追踪至10%。在2027年经济增速预期方面，从2.0%上调至2.6%，显示出对美国经济中期动能的持续乐观。消费端需求韧性同样显著，能源价格冲击有限无弹性需求并非AI投资的专属现象，在居民消费端同样有所体现。尽管美国汽油价格大幅上涨，但消费者的驾驶和消费行为几乎未见收缩。2026年4月美国汽油消费量与2025年4月基本持平，剔除油气项目后的零售销售数据亦好于预期。航空出行数据同样印证了这一判断。截至2026年4月，美国机票价格同比上涨20.7%，航空公司成功将燃油成本转嫁给消费者，而需求端尚未出现明显萎缩迹象。强健的资产负债表是支撑这种消费韧性的关键——科技企业和居民部门均坐拥充裕资金，美国居民财富处于历史高位，欧洲储蓄率亦处于历史高位。无弹性力量的边界：债券与央行政策面临潜在挑战上述无弹性力量在美国最为突出，支持其在全球资产配置中偏好美股相对于其他市场的立场。与此同时，能源需求的持续强劲使油价面临上行偏斜，该行认为做多油价是对其整体跨资产乐观判断的有效对冲工具。然而，这些力量也为债券市场和央行政策路径带来不确定性。基准判断是，AI相关品类在通胀篮子中权重相对有限，通胀有望在2026年下半年回落，从而为欧洲央行、英国央行和日本央行提供比市场当前定价更为宽松的政策空间。但Andrew Sheets同时提示了尾部风险：若无弹性力量比预期更强劲、更持久，则可能挑战对政策路径的预测，以及对债券收益率将下行的判断。他将核心问题归结为：市场真正需要追问的，或许不是价格是否已高到足以影响需求，而是需求本身是否已变得过于战略性、过于不可或缺，或过于财力雄厚，以至于根本不在乎价格。","news_type":1,"symbols_score_info":{".IXIC":2,"NJAN":0.6,"03455":0.6,"DIA":0.6,"SPDN":0.6,"SPXS":0.6,"07568":0.6,"DOG":0.6,"QQQ":0.6,"SPYH":0.6,"PSQ":0.6,"07261":0.6,"MMAX":0.6,"ARTY":1.5,"07266":0.6,"UDOW":0.6,"07522":0.6,"QMAR":0.6,"SQQQ":0.6,"02834":0.6,"QDEC":0.6,"CHAT":1.5,"NJUL":0.6,"03086":0.6,"DXD":0.6,"YSPY":0.6,"AIPO":1.5,"09086":0.6,"DDM":0.6,"TQQY":0.6,"NAPR":0.6,"SH":0.6,"NDX":2,"DMAX":0.6,"IVV":0.6,"SPYQ":0.6,"TQQQ":0.6,"GPIQ":0.6,"SPXL":0.6,"QID":0.6,"SPXU":0.6,"03034":0.6,"NOCT":0.6,"HIBL":0.6,"SPYU":0.6,"QQQX":0.6,"SMAX":0.6,"SSO":0.6,".SPX":2,"QQQM":0.6,"SDOW":0.6,"SPUU":0.6,"SPYM":0.6,"SPY":0.6,"UPRO":0.6,"SDS":0.6,"09834":0.6,"AGIX":1.5,"VOO":0.6,".DJI":2,"QLD":0.6}},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":420297831780816,"gmtCreate":1743642562988,"gmtModify":1743644856847,"author":{"id":"3578018699592263","authorId":"3578018699592263","name":"hld","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578018699592263","authorIdStr":"3578018699592263"},"themes":[],"title":"","htmlText":"<a 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","text":"$恒生日本东证一百(03410)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420297831780816","isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":402301427966304,"gmtCreate":1739236327389,"gmtModify":1739238636931,"author":{"id":"3578018699592263","authorId":"3578018699592263","name":"hld","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578018699592263","authorIdStr":"3578018699592263"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402301427966304","repostId":"1164096924","repostType":2,"repost":{"id":"1164096924","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":1739236149,"share":"https://www.laohu8.com/m/news/1164096924?lang=zh_CN&edition=full","pubTime":"2025-02-11 09:09","market":"us","language":"zh","title":"美股夜盘 | Spotify绩后续涨超3%，年内已飙升超40%；保险分销商SelectQuote业绩亮眼，夜盘大涨近40%","url":"https://stock-news.laohu8.com/highlight/detail?id=1164096924","media":"老虎资讯综合","summary":"本周二美股夜盘时段， $Spotify Technology S.A.$ 绩后股价持续走高，再涨超3%，公司股价年内已飙升超40%。保险分销商 $SelectQuote, Inc.$ 四季度营收、净利双双超预期，夜盘大涨近40%，截至发稿报6.04美元：业绩数据显示，公司四季度每股收益为0.30美元，较分析师普遍预期的0.10美元高出200%。相比去年同期的4.0544亿美元，增长了18.65%。","content":"<html><head></head><body><p>本周二（2月11日）美股夜盘时段， <a href=\"https://laohu8.com/S/SPOT\">Spotify Technology S.A.</a> 绩后股价持续走高，再涨超3%，公司股价年内已飙升超40%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad62c2fc0e1dd4ad6b6998af8b2541f3\" title=\"\" tg-width=\"1224\" tg-height=\"1262\"/></p><p>业绩数据显示，Spotify 2024年总收入同比增长16%，达到42.4亿欧元；运营收入增至4.77亿欧元；月活用户（MAU）同比增长12%，达到6.75亿；订阅用户同比增长11%，达到2.63亿；毛利率同比提升555个基点，达到32.2%；公司公告称，2024年是Spotify首次实现全年盈利的里程碑年份。</p><p>保险分销商 <a href=\"https://laohu8.com/S/SLQT\">SelectQuote, Inc.</a> 四季度营收、净利双双超预期，夜盘大涨近40%，截至发稿报6.04美元：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28400324715e1b23af68aa269fc872a5\" title=\"\" tg-width=\"1224\" tg-height=\"1263\"/></p><p>业绩数据显示，公司四季度每股收益为0.30美元，较分析师普遍预期的0.10美元高出200%。相比去年同期每股收益0.11美元，增长了172.73%；四季度营收为4.8107亿美元，高于分析师普遍预期的4.47亿美元，超出7.62%。相比去年同期的4.0544亿美元，增长了18.65%。</p><p><a href=\"https://laohu8.com/S/LSCC\">莱迪思半导体</a> 夜盘大涨近14%，因Q4业绩、指引均超预期，截至发稿报62美元，涨幅13.82%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14030896674d6ca739721316505938e4\" title=\"\" tg-width=\"1224\" tg-height=\"1268\"/></p><p>业绩数据显示，公司四季度营收1.174亿美元，分析师预期1.171亿美元；调整后EPS为0.15美元，分析师预期0.19美元。预计一季度营收1.15亿-1.25亿美元，分析师预期1.188亿美元。</p><p>特朗普签署行政令，对所有输美钢铝征收25%关税，钢铁板块持续走高， <a href=\"https://laohu8.com/S/CLF\">克利夫兰克里夫</a> 续涨逾4%，隔夜大涨近18%。</p><p><a href=\"https://laohu8.com/S/OCEA\">Ocean Biomedical</a> 涨28.38%，公司宣布在EGFR突变肺癌方面取得突破性发现，展示了其专有的癌症免疫疗法候选药物与酪氨酸激酶抑制剂（TKI）相互作用并抑制肿瘤生长和进展的能力。</p><p>研究还强调了CHi3L1在EGFR突变癌症中的作用，以及Ocean Biomedical的新型抗体抑制CHi3L1活性的能力。公司计划与FDA进行监管对接，并启动其免疫疗法项目的临床前研究。</p><p><a href=\"https://laohu8.com/S/FLNC\">Fluence Energy, Inc.</a> 跌35.88%，公司报告第一季度收入为1.868亿美元，低于IBES预期的3.803亿美元。公司还报告净收入为-5700万美元，毛利率为11.4%。调整后的EBITDA为-4970万美元，低于IBES预期的-2760万美元。公司提供的全年收入展望在31亿至37亿美元之间。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股夜盘 | Spotify绩后续涨超3%，年内已飙升超40%；保险分销商SelectQuote业绩亮眼，夜盘大涨近40%</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美股夜盘 | Spotify绩后续涨超3%，年内已飙升超40%；保险分销商SelectQuote业绩亮眼，夜盘大涨近40%\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\">2025-02-11 09:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>本周二（2月11日）美股夜盘时段， <a href=\"https://laohu8.com/S/SPOT\">Spotify Technology S.A.</a> 绩后股价持续走高，再涨超3%，公司股价年内已飙升超40%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad62c2fc0e1dd4ad6b6998af8b2541f3\" title=\"\" tg-width=\"1224\" tg-height=\"1262\"/></p><p>业绩数据显示，Spotify 2024年总收入同比增长16%，达到42.4亿欧元；运营收入增至4.77亿欧元；月活用户（MAU）同比增长12%，达到6.75亿；订阅用户同比增长11%，达到2.63亿；毛利率同比提升555个基点，达到32.2%；公司公告称，2024年是Spotify首次实现全年盈利的里程碑年份。</p><p>保险分销商 <a href=\"https://laohu8.com/S/SLQT\">SelectQuote, Inc.</a> 四季度营收、净利双双超预期，夜盘大涨近40%，截至发稿报6.04美元：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28400324715e1b23af68aa269fc872a5\" title=\"\" tg-width=\"1224\" tg-height=\"1263\"/></p><p>业绩数据显示，公司四季度每股收益为0.30美元，较分析师普遍预期的0.10美元高出200%。相比去年同期每股收益0.11美元，增长了172.73%；四季度营收为4.8107亿美元，高于分析师普遍预期的4.47亿美元，超出7.62%。相比去年同期的4.0544亿美元，增长了18.65%。</p><p><a href=\"https://laohu8.com/S/LSCC\">莱迪思半导体</a> 夜盘大涨近14%，因Q4业绩、指引均超预期，截至发稿报62美元，涨幅13.82%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14030896674d6ca739721316505938e4\" title=\"\" tg-width=\"1224\" tg-height=\"1268\"/></p><p>业绩数据显示，公司四季度营收1.174亿美元，分析师预期1.171亿美元；调整后EPS为0.15美元，分析师预期0.19美元。预计一季度营收1.15亿-1.25亿美元，分析师预期1.188亿美元。</p><p>特朗普签署行政令，对所有输美钢铝征收25%关税，钢铁板块持续走高， <a href=\"https://laohu8.com/S/CLF\">克利夫兰克里夫</a> 续涨逾4%，隔夜大涨近18%。</p><p><a href=\"https://laohu8.com/S/OCEA\">Ocean Biomedical</a> 涨28.38%，公司宣布在EGFR突变肺癌方面取得突破性发现，展示了其专有的癌症免疫疗法候选药物与酪氨酸激酶抑制剂（TKI）相互作用并抑制肿瘤生长和进展的能力。</p><p>研究还强调了CHi3L1在EGFR突变癌症中的作用，以及Ocean Biomedical的新型抗体抑制CHi3L1活性的能力。公司计划与FDA进行监管对接，并启动其免疫疗法项目的临床前研究。</p><p><a href=\"https://laohu8.com/S/FLNC\">Fluence Energy, Inc.</a> 跌35.88%，公司报告第一季度收入为1.868亿美元，低于IBES预期的3.803亿美元。公司还报告净收入为-5700万美元，毛利率为11.4%。调整后的EBITDA为-4970万美元，低于IBES预期的-2760万美元。公司提供的全年收入展望在31亿至37亿美元之间。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"SPOT":"Spotify Technology S.A.","SLQT":"SelectQuote, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164096924","content_text":"本周二（2月11日）美股夜盘时段， Spotify Technology S.A. 绩后股价持续走高，再涨超3%，公司股价年内已飙升超40%。业绩数据显示，Spotify 2024年总收入同比增长16%，达到42.4亿欧元；运营收入增至4.77亿欧元；月活用户（MAU）同比增长12%，达到6.75亿；订阅用户同比增长11%，达到2.63亿；毛利率同比提升555个基点，达到32.2%；公司公告称，2024年是Spotify首次实现全年盈利的里程碑年份。保险分销商 SelectQuote, Inc. 四季度营收、净利双双超预期，夜盘大涨近40%，截至发稿报6.04美元：业绩数据显示，公司四季度每股收益为0.30美元，较分析师普遍预期的0.10美元高出200%。相比去年同期每股收益0.11美元，增长了172.73%；四季度营收为4.8107亿美元，高于分析师普遍预期的4.47亿美元，超出7.62%。相比去年同期的4.0544亿美元，增长了18.65%。莱迪思半导体 夜盘大涨近14%，因Q4业绩、指引均超预期，截至发稿报62美元，涨幅13.82%：业绩数据显示，公司四季度营收1.174亿美元，分析师预期1.171亿美元；调整后EPS为0.15美元，分析师预期0.19美元。预计一季度营收1.15亿-1.25亿美元，分析师预期1.188亿美元。特朗普签署行政令，对所有输美钢铝征收25%关税，钢铁板块持续走高， 克利夫兰克里夫 续涨逾4%，隔夜大涨近18%。Ocean Biomedical 涨28.38%，公司宣布在EGFR突变肺癌方面取得突破性发现，展示了其专有的癌症免疫疗法候选药物与酪氨酸激酶抑制剂（TKI）相互作用并抑制肿瘤生长和进展的能力。研究还强调了CHi3L1在EGFR突变癌症中的作用，以及Ocean Biomedical的新型抗体抑制CHi3L1活性的能力。公司计划与FDA进行监管对接，并启动其免疫疗法项目的临床前研究。Fluence Energy, Inc. 跌35.88%，公司报告第一季度收入为1.868亿美元，低于IBES预期的3.803亿美元。公司还报告净收入为-5700万美元，毛利率为11.4%。调整后的EBITDA为-4970万美元，低于IBES预期的-2760万美元。公司提供的全年收入展望在31亿至37亿美元之间。","news_type":1,"symbols_score_info":{"SPOT":1.1,"SLQT":1.1}},"isVote":1,"tweetType":1,"viewCount":1406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347059971,"gmtCreate":1618451508993,"gmtModify":1618451795879,"author":{"id":"3578018699592263","authorId":"3578018699592263","name":"hld","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578018699592263","authorIdStr":"3578018699592263"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347059971","repostId":"1182194871","repostType":4,"isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
