多云轩的个人主页 - 老虎社区

多云轩

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IP属地：湖南

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08-25

你们各种小作文就为了卖800亿阿里股票接盘

马云与管理层继续增持，连日累计买入阿里巴巴超8亿港元

08-25

差点儿看成8000亿

蔡崇信两日累计增持1.6亿港元阿里股票

08-24

股市被你们带崩了，还假装出来秀

蔡崇信、吴泳铭合计增持1.2亿港元阿里股票

08-17

哪里来这么多资金烧啊，股市承压

英伟达5000亿AI融资计划暗藏隐忧，特朗普顾问警示“暗GPU”过剩风险

08-17

真正的好公司是埋头研发和生产的好公司

英伟达正洽谈向软银支持的SB Energy最高投资30亿美元服务OpenAI巨型数据中心建设

08-17

一个到处关联交易的公司，风险非常大！庞氏骗局

英伟达正洽谈向软银支持的SB Energy最高投资30亿美元服务OpenAI巨型数据中心建设

08-17

没有碳基消费的经济，目前没什么成色，好吧进入硅基消费的经济，那还要那么多碳基吗？没有了碳基，现在是什么呢？

财报前瞻｜阿里巴巴财报将至！电商基本盘稳固，短期利润承压引关注

08-15

未来就是还没有兑现

闪迪目标在2028至2030财年实现中高双位数营收增长

08-15

你信吗

SK集团会长崔泰源：明年将是内存短缺现象最为严重的一年，将引发“芯片通胀”

08-14

5年还可以再画大些

加拿大皇家银行将闪迪目标价从1300美元上调至1600美元

08-14

小作文画饼，ai破都完蛋

闪迪定“超高”长期目标：FY2028-30营收中高双位数增长、毛利率80%，周四股价一度涨近20%

08-14

长期看200年后还是涨

闪迪长期财务指引远超预期，带动港股存储走高

06-01

哇

美股夜盘 | 云计算服务商走强，IBM续涨逾13%、慧与科技、ServiceNow涨超10%；ARM续涨逾8%，该股年初至今累涨220%

05-28

$超微电脑(SMCI)$ 太猛了

05-20

芯片股拉指数

港股异动 | 芯片股拉升，华虹半导体、长光辰芯涨超13%

去老虎APP查看更多动态

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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蔡崇信两日累计增持1.6亿港元阿里股票\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\">2026-08-25 17:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月25日，据港交所信息，阿里巴巴集团主席蔡崇信再次增持约8200万港元阿里巴巴股票。这是阿里新股配售后，蔡崇信个人连续第二个交易日出手，两日累计增持金额已达1.6亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd7751250a13e72daeb8a38196ef7439\" tg-width=\"1347\" tg-height=\"711\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"BABA":"阿里巴巴","BABU":"Direxion Daily BABA Bull 2X ETF","BABC":"Corgi BABA 2x Daily ETF","BBYY":"GraniteShares YieldBOOST BABA ETF","BABW":"Roundhill BABA WeeklyPay ETF","KBAB":"2倍做多BABA ETF-KraneShares","09988":"阿里巴巴-W","BABX":"2倍做多BABA ETF-GraniteShares","BABO":"BABA期权收益策略ETF-YieldMax"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176072734","content_text":"8月25日，据港交所信息，阿里巴巴集团主席蔡崇信再次增持约8200万港元阿里巴巴股票。这是阿里新股配售后，蔡崇信个人连续第二个交易日出手，两日累计增持金额已达1.6亿港元。","news_type":1,"symbols_score_info":{"BABW":0.6,"BABX":0.6,"BABC":0.6,"BBYY":0.6,"BABA":1,"09988":1,"KBAB":0.6,"BABO":0.6,"BABU":0.6}},"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600259233738792,"gmtCreate":1787572492057,"gmtModify":1787572493956,"author":{"id":"3582775585343989","authorId":"3582775585343989","name":"多云轩","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775585343989","authorIdStr":"3582775585343989"},"themes":[],"title":"","htmlText":"股市被你们带崩了，还假装出来秀","listText":"股市被你们带崩了，还假装出来秀","text":"股市被你们带崩了，还假装出来秀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600259233738792","repostId":"1121308892","repostType":2,"repost":{"id":"1121308892","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":1787564785,"share":"https://www.laohunote.com/m/news/1121308892?lang=zh_CN&edition=full","pubTime":"2026-08-24 17:46","market":"us","language":"zh","title":"蔡崇信、吴泳铭合计增持1.2亿港元阿里股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1121308892","media":"老虎资讯综合","summary":"据了解，蔡崇信此次买入72万股阿里巴巴港股，均价约112港元，耗资约8000万港元；CEO吴泳铭买入35万股阿里巴巴港股，均价约111.6港元，耗资约4000万港元。两人合计增持107万股，总金额约1.2亿港元。市场人士认为，管理层在配售公布次日以个人名义增持，体现对公司AI战略充满信心。","content":"<html><head></head><body><p style=\"text-align: start;\">8月24日，据<a href=\"https://laohu8.com/S/00388\">港交所</a>最新信息，在<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>宣布800亿港元新股配售计划后，集团主席蔡崇信、CEO吴泳铭出手增持合计约1.2亿港元<a href=\"https://laohu8.com/S/09988\">阿里</a>股票，对公司AI战略投下信心票。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30de5680739320509dfecddad785b085\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: start;\">据了解，蔡崇信此次买入72万股阿里巴巴港股，均价约112港元，耗资约8000万港元；CEO吴泳铭买入35万股阿里巴巴港股，均价约111.6港元，耗资约4000万港元。两人合计增持107万股，总金额约1.2亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21f6210977ae7cdf4963610671ac8e10\" title=\"\" tg-width=\"1368\" tg-height=\"621\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bad9055120f7ce1c6bda941b6a347b60\" title=\"\" tg-width=\"1365\" tg-height=\"618\"/></p><p style=\"text-align: start;\">此前一日，阿里巴巴宣布800亿港元新股配售，所得款项将全部投入全栈AI能力和AI基础设施建设。据报道，配售获全球主权财富基金等长线投资者积极认购，最终实现近3倍超额认购。市场人士认为，管理层在配售公布次日以个人名义增持，体现对公司AI战略充满信心。</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>蔡崇信、吴泳铭合计增持1.2亿港元阿里股票</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蔡崇信、吴泳铭合计增持1.2亿港元阿里股票\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\">2026-08-24 17:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">8月24日，据<a href=\"https://laohu8.com/S/00388\">港交所</a>最新信息，在<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>宣布800亿港元新股配售计划后，集团主席蔡崇信、CEO吴泳铭出手增持合计约1.2亿港元<a href=\"https://laohu8.com/S/09988\">阿里</a>股票，对公司AI战略投下信心票。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30de5680739320509dfecddad785b085\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: start;\">据了解，蔡崇信此次买入72万股阿里巴巴港股，均价约112港元，耗资约8000万港元；CEO吴泳铭买入35万股阿里巴巴港股，均价约111.6港元，耗资约4000万港元。两人合计增持107万股，总金额约1.2亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21f6210977ae7cdf4963610671ac8e10\" title=\"\" tg-width=\"1368\" tg-height=\"621\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bad9055120f7ce1c6bda941b6a347b60\" title=\"\" tg-width=\"1365\" tg-height=\"618\"/></p><p style=\"text-align: start;\">此前一日，阿里巴巴宣布800亿港元新股配售，所得款项将全部投入全栈AI能力和AI基础设施建设。据报道，配售获全球主权财富基金等长线投资者积极认购，最终实现近3倍超额认购。市场人士认为，管理层在配售公布次日以个人名义增持，体现对公司AI战略充满信心。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121308892","content_text":"8月24日，据港交所最新信息，在阿里巴巴宣布800亿港元新股配售计划后，集团主席蔡崇信、CEO吴泳铭出手增持合计约1.2亿港元阿里股票，对公司AI战略投下信心票。据了解，蔡崇信此次买入72万股阿里巴巴港股，均价约112港元，耗资约8000万港元；CEO吴泳铭买入35万股阿里巴巴港股，均价约111.6港元，耗资约4000万港元。两人合计增持107万股，总金额约1.2亿港元。此前一日，阿里巴巴宣布800亿港元新股配售，所得款项将全部投入全栈AI能力和AI基础设施建设。据报道，配售获全球主权财富基金等长线投资者积极认购，最终实现近3倍超额认购。市场人士认为，管理层在配售公布次日以个人名义增持，体现对公司AI战略充满信心。","news_type":1,"symbols_score_info":{"BABA":2,"09988":2}},"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":597630350402264,"gmtCreate":1786924068521,"gmtModify":1786924070399,"author":{"id":"3582775585343989","authorId":"3582775585343989","name":"多云轩","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775585343989","authorIdStr":"3582775585343989"},"themes":[],"title":"","htmlText":"哪里来这么多资金烧啊，股市承压","listText":"哪里来这么多资金烧啊，股市承压","text":"哪里来这么多资金烧啊，股市承压","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/597630350402264","repostId":"2659726441","repostType":2,"repost":{"id":"2659726441","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":1786921200,"share":"https://www.laohunote.com/m/news/2659726441?lang=zh_CN&edition=full","pubTime":"2026-08-17 07:00","market":"fut","language":"zh","title":"英伟达5000亿AI融资计划暗藏隐忧，特朗普顾问警示“暗GPU”过剩风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2659726441","media":"华尔街见闻","summary":"特朗普科技顾问David Sacks在播客中警告，英伟达5000亿美元AI融资计划面临的最大风险是算力过剩，并将其类比为互联网泡沫后的“暗光纤”危机——若GPU大量闲置、价格崩溃，将重创整个AI基础设施投资链。他同时指出，数据中心建设的政治阻力反而可能防止过剩发生。","content":"<html><head></head><body><blockquote><p>特朗普科技顾问David Sacks在播客中警告，英伟达5000亿美元AI融资计划面临的最大风险是算力过剩，并将其类比为互联网泡沫后的“暗光纤”危机——若GPU大量闲置、价格崩溃，将重创整个AI基础设施投资链。他同时指出，数据中心建设的政治阻力反而可能防止过剩发生。</p></blockquote><p style=\"text-align: left;\">英伟达将GPU打包成金融资产的宏大计划，正面临来自白宫内部的风险预警。</p><p style=\"text-align: left;\">近日，特朗普总统科学与技术顾问委员会成员David Sacks在&#34;All In Podcast&#34;节目中表示，英伟达与投资机构合作、将GPU打造为可融资生息资产的计划，其最大威胁并非需求不足，而是算力供给过剩——一旦出现&#34;暗GPU&#34;（dark GPU）局面，将对整个AI基础设施投资链条造成系统性冲击。</p><p style=\"text-align: left;\">Sacks的表态，是迄今为止来自特朗普政府圈子内部对这一AI融资热潮最直接的风险提示。</p><h2 id=\"id_2717510150\" style=\"text-align: left;\">什么是“暗GPU”风险</h2><p style=\"text-align: left;\">Sacks用互联网泡沫时代的&#34;暗光纤&#34;做类比，解释了他所担忧的场景。</p><p style=\"text-align: left;\">2000年代初，电信公司大规模铺设光纤，结果需求远不及预期，大量光纤闲置，价格崩溃，史称&#34;暗光纤&#34;危机。Sacks认为，GPU市场存在类似风险。</p><p style=\"text-align: left;\">他在节目中直接说道：<strong>&#34;对我来说，最大的风险不在需求侧，最大的风险是算力出现过剩、出现过度建设。就像互联网泡沫破裂后出现了暗光纤一样，如果出现暗GPU，那对所有人来说都将是一场灾难——尤其是那些在建设算力基础设施时，预期现货价格为每瓦30至50美元的人。&#34;</strong></p><p style=\"text-align: left;\">这里的&#34;每瓦30至50美元&#34;，指向的是马斯克此前对AI算力价值的公开估算。据报道，马斯克曾在SpaceX内部电话会议上表示，AI算力的价值大约为每瓦30至50美元，并据此推算，若能提供1吉瓦算力，到2027年底可带来3000亿至5000亿美元的营收。</p><p style=\"text-align: left;\">然而，算力基础设施提供商Nebius随后披露，其多年期云服务协议的年合同价值约为每兆瓦2000万至2500万美元。这一数字意味着，马斯克所预期的价格，实际上对应的是短期协议的溢价水平，而非行业普遍定价。</p><h2 id=\"id_450907365\" style=\"text-align: left;\">政治阻力反成“天然保险”</h2><p style=\"text-align: left;\">Sacks并未止步于风险警示，他同时给出了一个反直觉的判断：正是当前数据中心建设所面临的重重政治阻力，可能反而保护市场免于过剩。</p><p style=\"text-align: left;\">他说：&#34;如果突然间有太多人竞相供应算力，出现过剩，市场崩溃，那才是真正的风险。但奇怪的是，所有这些政治阻力恰恰对这种结果形成了保险。因为建设数据中心实在太难了——各种原因我们都说过了，现在还有一场道德恐慌、歇斯底里、甚至可以说是闹剧在上演。正是这些政治阻力，我认为几乎可以保证，相对于指数级增长的需求，不会出现供给过剩。所以从某种奇怪的角度来说，你反而是受到保护的。&#34;</p><p style=\"text-align: left;\">换言之，Sacks的逻辑是：建设壁垒越高，供给越难以快速扩张，过剩风险就越低。</p><h2 id=\"id_2141298744\" style=\"text-align: left;\">英伟达融资计划的核心逻辑</h2><p style=\"text-align: left;\">Sacks在节目中也解释了英伟达此次融资计划的根本动因：下游买家的资本开支缺口，已经大到单靠股权和债务融资无法覆盖。</p><p style=\"text-align: left;\">他以马斯克的扩张计划为例：&#34;马斯克计划明年新增大约6至8吉瓦算力，我们知道这需要3000亿至4000亿美元的资本开支。而他的公司刚刚通过股权和债务融资筹集了1000亿美元。显然，他们还需要通过其他方式来融资。&#34;</p><p style=\"text-align: left;\">Sacks认为，最直接的解法就是向英伟达申请卖方融资。他说：&#34;现在，Jensen（黄仁勋）正在创建一条信用额度，借助这些大型银行、大型私募股权机构，让这条信用额度向所有下游买家开放，这将使他们受益。&#34;</p><p style=\"text-align: left;\">英伟达此次计划的核心机制，是将GPU转化为类似金融证券的资产类别，并由英伟达提供残值支持，从而让GPU具备可融资、可产生收益的属性。Sacks将其定性为缓解当前AI基础设施建设融资瓶颈的关键举措。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">2026-08-17 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>特朗普科技顾问David Sacks在播客中警告，英伟达5000亿美元AI融资计划面临的最大风险是算力过剩，并将其类比为互联网泡沫后的“暗光纤”危机——若GPU大量闲置、价格崩溃，将重创整个AI基础设施投资链。他同时指出，数据中心建设的政治阻力反而可能防止过剩发生。</p></blockquote><p style=\"text-align: left;\">英伟达将GPU打包成金融资产的宏大计划，正面临来自白宫内部的风险预警。</p><p style=\"text-align: left;\">近日，特朗普总统科学与技术顾问委员会成员David Sacks在&#34;All In Podcast&#34;节目中表示，英伟达与投资机构合作、将GPU打造为可融资生息资产的计划，其最大威胁并非需求不足，而是算力供给过剩——一旦出现&#34;暗GPU&#34;（dark GPU）局面，将对整个AI基础设施投资链条造成系统性冲击。</p><p style=\"text-align: left;\">Sacks的表态，是迄今为止来自特朗普政府圈子内部对这一AI融资热潮最直接的风险提示。</p><h2 id=\"id_2717510150\" style=\"text-align: left;\">什么是“暗GPU”风险</h2><p style=\"text-align: left;\">Sacks用互联网泡沫时代的&#34;暗光纤&#34;做类比，解释了他所担忧的场景。</p><p style=\"text-align: left;\">2000年代初，电信公司大规模铺设光纤，结果需求远不及预期，大量光纤闲置，价格崩溃，史称&#34;暗光纤&#34;危机。Sacks认为，GPU市场存在类似风险。</p><p style=\"text-align: left;\">他在节目中直接说道：<strong>&#34;对我来说，最大的风险不在需求侧，最大的风险是算力出现过剩、出现过度建设。就像互联网泡沫破裂后出现了暗光纤一样，如果出现暗GPU，那对所有人来说都将是一场灾难——尤其是那些在建设算力基础设施时，预期现货价格为每瓦30至50美元的人。&#34;</strong></p><p style=\"text-align: left;\">这里的&#34;每瓦30至50美元&#34;，指向的是马斯克此前对AI算力价值的公开估算。据报道，马斯克曾在SpaceX内部电话会议上表示，AI算力的价值大约为每瓦30至50美元，并据此推算，若能提供1吉瓦算力，到2027年底可带来3000亿至5000亿美元的营收。</p><p style=\"text-align: left;\">然而，算力基础设施提供商Nebius随后披露，其多年期云服务协议的年合同价值约为每兆瓦2000万至2500万美元。这一数字意味着，马斯克所预期的价格，实际上对应的是短期协议的溢价水平，而非行业普遍定价。</p><h2 id=\"id_450907365\" style=\"text-align: left;\">政治阻力反成“天然保险”</h2><p style=\"text-align: left;\">Sacks并未止步于风险警示，他同时给出了一个反直觉的判断：正是当前数据中心建设所面临的重重政治阻力，可能反而保护市场免于过剩。</p><p style=\"text-align: left;\">他说：&#34;如果突然间有太多人竞相供应算力，出现过剩，市场崩溃，那才是真正的风险。但奇怪的是，所有这些政治阻力恰恰对这种结果形成了保险。因为建设数据中心实在太难了——各种原因我们都说过了，现在还有一场道德恐慌、歇斯底里、甚至可以说是闹剧在上演。正是这些政治阻力，我认为几乎可以保证，相对于指数级增长的需求，不会出现供给过剩。所以从某种奇怪的角度来说，你反而是受到保护的。&#34;</p><p style=\"text-align: left;\">换言之，Sacks的逻辑是：建设壁垒越高，供给越难以快速扩张，过剩风险就越低。</p><h2 id=\"id_2141298744\" style=\"text-align: left;\">英伟达融资计划的核心逻辑</h2><p style=\"text-align: left;\">Sacks在节目中也解释了英伟达此次融资计划的根本动因：下游买家的资本开支缺口，已经大到单靠股权和债务融资无法覆盖。</p><p style=\"text-align: left;\">他以马斯克的扩张计划为例：&#34;马斯克计划明年新增大约6至8吉瓦算力，我们知道这需要3000亿至4000亿美元的资本开支。而他的公司刚刚通过股权和债务融资筹集了1000亿美元。显然，他们还需要通过其他方式来融资。&#34;</p><p style=\"text-align: left;\">Sacks认为，最直接的解法就是向英伟达申请卖方融资。他说：&#34;现在，Jensen（黄仁勋）正在创建一条信用额度，借助这些大型银行、大型私募股权机构，让这条信用额度向所有下游买家开放，这将使他们受益。&#34;</p><p style=\"text-align: left;\">英伟达此次计划的核心机制，是将GPU转化为类似金融证券的资产类别，并由英伟达提供残值支持，从而让GPU具备可融资、可产生收益的属性。Sacks将其定性为缓解当前AI基础设施建设融资瓶颈的关键举措。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDS":"1.5倍做空NVDA ETF-Tradr","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0444971666.USD":"天利全球科技基金","LU2999663052.SGD":"T ROWE 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GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","FTEC":"Fidelity MSCI Information Techno","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2462591277.SGD":"TRP GLOBAL FOCUSED GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU2394011477.USD":"JPMORGAN CLIMATE CHANGE SOLUTIONS \"A\" (USD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU2954938101.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A8P\" (SGD) INC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC"},"source_url":"https://wallstreetcn.com/articles/3779545","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2659726441","content_text":"特朗普科技顾问David Sacks在播客中警告，英伟达5000亿美元AI融资计划面临的最大风险是算力过剩，并将其类比为互联网泡沫后的“暗光纤”危机——若GPU大量闲置、价格崩溃，将重创整个AI基础设施投资链。他同时指出，数据中心建设的政治阻力反而可能防止过剩发生。英伟达将GPU打包成金融资产的宏大计划，正面临来自白宫内部的风险预警。近日，特朗普总统科学与技术顾问委员会成员David Sacks在\"All In Podcast\"节目中表示，英伟达与投资机构合作、将GPU打造为可融资生息资产的计划，其最大威胁并非需求不足，而是算力供给过剩——一旦出现\"暗GPU\"（dark GPU）局面，将对整个AI基础设施投资链条造成系统性冲击。Sacks的表态，是迄今为止来自特朗普政府圈子内部对这一AI融资热潮最直接的风险提示。什么是“暗GPU”风险Sacks用互联网泡沫时代的\"暗光纤\"做类比，解释了他所担忧的场景。2000年代初，电信公司大规模铺设光纤，结果需求远不及预期，大量光纤闲置，价格崩溃，史称\"暗光纤\"危机。Sacks认为，GPU市场存在类似风险。他在节目中直接说道：\"对我来说，最大的风险不在需求侧，最大的风险是算力出现过剩、出现过度建设。就像互联网泡沫破裂后出现了暗光纤一样，如果出现暗GPU，那对所有人来说都将是一场灾难——尤其是那些在建设算力基础设施时，预期现货价格为每瓦30至50美元的人。\"这里的\"每瓦30至50美元\"，指向的是马斯克此前对AI算力价值的公开估算。据报道，马斯克曾在SpaceX内部电话会议上表示，AI算力的价值大约为每瓦30至50美元，并据此推算，若能提供1吉瓦算力，到2027年底可带来3000亿至5000亿美元的营收。然而，算力基础设施提供商Nebius随后披露，其多年期云服务协议的年合同价值约为每兆瓦2000万至2500万美元。这一数字意味着，马斯克所预期的价格，实际上对应的是短期协议的溢价水平，而非行业普遍定价。政治阻力反成“天然保险”Sacks并未止步于风险警示，他同时给出了一个反直觉的判断：正是当前数据中心建设所面临的重重政治阻力，可能反而保护市场免于过剩。他说：\"如果突然间有太多人竞相供应算力，出现过剩，市场崩溃，那才是真正的风险。但奇怪的是，所有这些政治阻力恰恰对这种结果形成了保险。因为建设数据中心实在太难了——各种原因我们都说过了，现在还有一场道德恐慌、歇斯底里、甚至可以说是闹剧在上演。正是这些政治阻力，我认为几乎可以保证，相对于指数级增长的需求，不会出现供给过剩。所以从某种奇怪的角度来说，你反而是受到保护的。\"换言之，Sacks的逻辑是：建设壁垒越高，供给越难以快速扩张，过剩风险就越低。英伟达融资计划的核心逻辑Sacks在节目中也解释了英伟达此次融资计划的根本动因：下游买家的资本开支缺口，已经大到单靠股权和债务融资无法覆盖。他以马斯克的扩张计划为例：\"马斯克计划明年新增大约6至8吉瓦算力，我们知道这需要3000亿至4000亿美元的资本开支。而他的公司刚刚通过股权和债务融资筹集了1000亿美元。显然，他们还需要通过其他方式来融资。\"Sacks认为，最直接的解法就是向英伟达申请卖方融资。他说：\"现在，Jensen（黄仁勋）正在创建一条信用额度，借助这些大型银行、大型私募股权机构，让这条信用额度向所有下游买家开放，这将使他们受益。\"英伟达此次计划的核心机制，是将GPU转化为类似金融证券的资产类别，并由英伟达提供残值支持，从而让GPU具备可融资、可产生收益的属性。Sacks将其定性为缓解当前AI基础设施建设融资瓶颈的关键举措。","news_type":1,"symbols_score_info":{"AIFD":0.6,"SOXY":0.6,"NVD":0.6,"NVDO":0.6,"NVII":0.6,"07388":0.6,"SHOC":0.6,"VT":0.6,"SNVD.UK":0.6,"NVDS":0.6,"METV":0.6,"NVD3.UK":0.6,"ROM":0.6,"ABFL":0.6,"THMR":0.6,"NVDD":0.6,"TTXU":0.6,"NVDL":0.6,"USXF":0.6,"SOXQ":0.6,"NVDB":0.6,"2NVD.UK":0.6,"GAMR":0.6,"NVDU":0.6,"IXN":0.6,"NVDY":0.6,"ESLG":0.6,"FDTX":0.6,"NULC":0.6,"TTEQ":0.6,"3NVD.UK":0.6,"EFIV":0.6,"NVIW.SI":0.6,"NVDQ":0.6,"SNPE":0.6,"USD":0.6,"FAI":0.6,"SMHX":0.6,"NVDX":0.6,"ANV":0.6,"SOXX":0.6,"WISE":0.6,"XLK":0.6,"TEK":0.6,"AIPI":0.6,"NVDA":1.95,"NVDS.UK":0.6,"NVDG":0.6,"CNEQ":0.6,"SNVDAmain":0.6,"DIPS":0.6,"TYLG":0.6,"NVDW":0.6,"SPTE":0.6,"CMAG":0.6,"07788":0.6,"LFGY":0.6,"SMH":0.6,"ILDR":0.6,"ESUM":0.6,"VGT":0.6,"CHPX":0.6,"FTEC":0.6,"NVYY":0.6,"IETC":0.6,"JGRO":0.6,"TRFK":0.6,"NVD2.UK":0.6,"CLSE":0.6,"AGOX":0.6}},"isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":597629259228408,"gmtCreate":1786923791541,"gmtModify":1786923793615,"author":{"id":"3582775585343989","authorId":"3582775585343989","name":"多云轩","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775585343989","authorIdStr":"3582775585343989"},"themes":[],"title":"","htmlText":"真正的好公司是埋头研发和生产的好公司","listText":"真正的好公司是埋头研发和生产的好公司","text":"真正的好公司是埋头研发和生产的好公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/597629259228408","repostId":"2659179089","repostType":2,"repost":{"id":"2659179089","kind":"news","pubTimestamp":1786847875,"share":"https://www.laohunote.com/m/news/2659179089?lang=zh_CN&edition=full","pubTime":"2026-08-16 10:37","market":"us","language":"zh","title":"英伟达正洽谈向软银支持的SB Energy最高投资30亿美元 服务OpenAI巨型数据中心建设","url":"https://stock-news.laohu8.com/highlight/detail?id=2659179089","media":"环球市场播报","summary":"据知情人士透露，$英伟达$正洽谈向SB Energy最高投资30亿美元。SB Energy由软银集团扶持，该公司正在为OpenAI推进俄亥俄州大型数据中心项目。一名知情人士表示，此次投资谈判，是英伟达与OpenAI、SB Energy整体磋商的一部分。最高15亿美元的出资规模，将使英伟达成为SB Energy本次IPO的主要投资方之一。此前据报道，OpenAI将入驻该数据中心，并采用英伟达芯片。针对米拉姆县项目，OpenAI已于今年1月同意向SB Energy投资5亿美元。","content":"<html><head></head><body><p style=\"text-align: left;\">据知情人士透露，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>正洽谈向SB Energy最高投资30亿美元。SB Energy由软银集团扶持，该公司正在为OpenAI推进俄亥俄州大型数据中心项目。</p><p style=\"text-align: left;\">一名知情人士表示，此次投资谈判，是英伟达与OpenAI、SB Energy整体磋商的一部分。英伟达计划为这座俄亥俄州数据中心园区提供约1000亿美元信贷支持。此类交易越来越多，英伟达正借助自身雄厚资金实力扶持AI相关企业与项目，以此推动企业采购、使用英伟达硬件产品。</p><p style=\"text-align: left;\">知情人士称，双方讨论的方案为：俄亥俄项目正式签约时，英伟达先投放30亿美元中的一半；剩余一半将在SB Energy进行IPO时完成出资。</p><p style=\"text-align: left;\">最高15亿美元的出资规模，将使英伟达成为SB Energy本次IPO的主要投资方之一。一名消息人士表示，SB Energy目标最早在下月上市，IPO募资规模至少50亿美元。</p><p style=\"text-align: left;\">英伟达对SB Energy的潜在投资仍在谈判，投资规模存在缩减可能，交易未必能够落地。消息人士称，SB Energy也可能选择延后上市，争取在IPO阶段募集更多资金。</p><p style=\"text-align: left;\">SB Energy由软银控股，主导俄亥俄州南部的数据中心建设。该项目规划新增10吉瓦发电容量；按照当前硬件、人力、电力及物料价格测算，整体建设总成本约5000亿美元。</p><p style=\"text-align: left;\">此前据报道，OpenAI将入驻该数据中心，并采用英伟达芯片。正因如此，这家芯片巨头才洽谈提供约1000亿美元信贷兜底，帮助OpenAI完成项目建设融资。</p><p style=\"text-align: left;\">SB Energy原本主营可再生能源项目，数据中心建设开发经验有限。2025年末，该公司收购Studio 151，这家企业专门承接数据中心的施工管理、工程设计与运维业务。</p><p style=\"text-align: left;\">SB Energy同时还在得克萨斯州米拉姆县奥斯汀附近，为<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>与OpenAI开发一座1.2吉瓦的数据中心园区；另外在得州、加州以及美国西部各州布局太阳能与储能项目。</p><p style=\"text-align: left;\">针对米拉姆县项目，OpenAI已于今年1月同意向SB Energy投资5亿美元。</p><p style=\"text-align: left;\">英伟达持续对AI生态内多家企业进行投资，覆盖使用其芯片的AI模型厂商以及数据中心建设商。此前，英伟达近期同意向Lancium投资20亿美元，Lancium是得州另一处OpenAI与甲骨文AI联合园区的电力基础设施开发商。该交易同时约定，待Lancium获取更多规划电力资源后，英伟达将再追加10亿美元投入。</p><p style=\"text-align: left;\">同样在今年，英伟达向云厂商<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>、<a href=\"https://laohu8.com/S/NBIS\">Nebius</a>各投20亿美元，还向OpenAI投资300亿美元，OpenAI是英伟达AI芯片最主要的需求来源。</p><p style=\"text-align: left;\">英伟达的信贷支持以及对SB Energy的潜在投资，将推动俄亥俄项目落地，同时也促使英伟达对项目二期建设作出保障。但这也引发部分投资者担忧：AI生态正在过度依赖英伟达。</p><p style=\"text-align: left;\">部分投资者还担忧英伟达在开展大量循环融资业务。一名熟悉俄亥俄项目谈判的信贷高管评价，英伟达直接投资客户、或是承诺包销客户闲置算力的这类交易，“已经不再受到市场普遍追捧”。另一名参与英伟达AI基建交易的信贷高管表示，部分私人信贷机构对直接放贷给OpenAI持谨慎态度。</p><p style=\"text-align: left;\">英伟达本周一对外宣扬自家芯片的投资价值，宣布与华尔街六大头部机构合作，筹措5000亿美元独立融资，用于帮助客户采购英伟达硬件。该笔资金全部为非英伟达自有资本，需要独立风控承销。英伟达在博客中表示，推出该计划正是为回应市场对于循环融资的顾虑。</p></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达正洽谈向软银支持的SB Energy最高投资30亿美元 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.h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达正洽谈向软银支持的SB Energy最高投资30亿美元 服务OpenAI巨型数据中心建设\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-16 10:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-08-16/doc-ininnkfu1213779.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据知情人士透露，英伟达正洽谈向SB Energy最高投资30亿美元。SB Energy由软银集团扶持，该公司正在为OpenAI推进俄亥俄州大型数据中心项目。一名知情人士表示，此次投资谈判，是英伟达与OpenAI、SB Energy整体磋商的一部分。英伟达计划为这座俄亥俄州数据中心园区提供约1000亿美元信贷支持。此类交易越来越多，英伟达正借助自身雄厚资金实力扶持AI相关企业与项目，以此推动企业采购...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-08-16/doc-ininnkfu1213779.shtml\">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/92a41d20711c9fa4b2aa3cc62ea62948","relate_stocks":{"BK4587":"ChatGPT概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","SGXZ80539844.SGD":"ALLIANZ GLOBAL HIGH PAYOUT \"AMI\" (H2-SGD) INC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","SHOC":"Strive U.S. Semiconductor ETF","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","BK4588":"碎股","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0289961442.SGD":"SUSTAINABLE GLOBAL 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Energy由软银控股，主导俄亥俄州南部的数据中心建设。该项目规划新增10吉瓦发电容量；按照当前硬件、人力、电力及物料价格测算，整体建设总成本约5000亿美元。此前据报道，OpenAI将入驻该数据中心，并采用英伟达芯片。正因如此，这家芯片巨头才洽谈提供约1000亿美元信贷兜底，帮助OpenAI完成项目建设融资。SB Energy原本主营可再生能源项目，数据中心建设开发经验有限。2025年末，该公司收购Studio 151，这家企业专门承接数据中心的施工管理、工程设计与运维业务。SB Energy同时还在得克萨斯州米拉姆县奥斯汀附近，为甲骨文与OpenAI开发一座1.2吉瓦的数据中心园区；另外在得州、加州以及美国西部各州布局太阳能与储能项目。针对米拉姆县项目，OpenAI已于今年1月同意向SB Energy投资5亿美元。英伟达持续对AI生态内多家企业进行投资，覆盖使用其芯片的AI模型厂商以及数据中心建设商。此前，英伟达近期同意向Lancium投资20亿美元，Lancium是得州另一处OpenAI与甲骨文AI联合园区的电力基础设施开发商。该交易同时约定，待Lancium获取更多规划电力资源后，英伟达将再追加10亿美元投入。同样在今年，英伟达向云厂商CoreWeave、Nebius各投20亿美元，还向OpenAI投资300亿美元，OpenAI是英伟达AI芯片最主要的需求来源。英伟达的信贷支持以及对SB Energy的潜在投资，将推动俄亥俄项目落地，同时也促使英伟达对项目二期建设作出保障。但这也引发部分投资者担忧：AI生态正在过度依赖英伟达。部分投资者还担忧英伟达在开展大量循环融资业务。一名熟悉俄亥俄项目谈判的信贷高管评价，英伟达直接投资客户、或是承诺包销客户闲置算力的这类交易，“已经不再受到市场普遍追捧”。另一名参与英伟达AI基建交易的信贷高管表示，部分私人信贷机构对直接放贷给OpenAI持谨慎态度。英伟达本周一对外宣扬自家芯片的投资价值，宣布与华尔街六大头部机构合作，筹措5000亿美元独立融资，用于帮助客户采购英伟达硬件。该笔资金全部为非英伟达自有资本，需要独立风控承销。英伟达在博客中表示，推出该计划正是为回应市场对于循环融资的顾虑。","news_type":1,"symbols_score_info":{"SHOC":0.6,"CHPX":0.6,"USXF":0.6,"SOXQ":0.6,"NVDL":0.6,"IXN":0.6,"NVDA":1.98,"ESLG":0.6,"ROM":0.6,"AIFD":0.6,"ABFL":0.6,"VGT":0.6,"NVDW":0.6,"SPTE":0.6,"ANV":0.6,"SNPE":0.6,"AGOX":0.6,"IETC":0.6,"JGRO":0.6,"NVDU":0.6,"FTEC":0.6,"SMH":0.6,"NULC":0.6,"NVDY":0.6,"TRFK":0.6,"NVII":0.6,"TEK":0.6,"07388":0.6,"NVD3.UK":0.6,"NVDD":0.6,"USD":0.6,"NVDG":0.6,"GAMR":0.6,"SNVD.UK":0.6,"CMAG":0.6,"3NVD.UK":0.6,"NVDX":0.6,"NVD2.UK":0.6,"NVDO":0.6,"ARTY":0.6,"TTXU":0.6,"SOXY":0.6,"DIPS":0.6,"TTEQ":0.6,"SOXX":0.6,"NVYY":0.6,"NVIW.SI":0.6,"NVDS.UK":0.6,"XLK":0.6,"TYLG":0.6,"NVDB":0.6,"NVDQ":0.6,"ILDR":0.6,"SMHX":0.6,"VT":0.6,"CNEQ":0.6,"WISE":0.6,"LFGY":0.6,"NVD":0.6,"THMR":0.6,"2NVD.UK":0.6,"EFIV":0.6,"ESUM":0.6,"NVDS":0.6,"CLSE":0.6,"FDTX":0.6,"CHAT":0.6,"SNVDAmain":0.6,"AIPI":0.6,"FAI":0.6,"METV":0.6,"07788":0.6}},"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":597629318099520,"gmtCreate":1786923748976,"gmtModify":1786923750798,"author":{"id":"3582775585343989","authorId":"3582775585343989","name":"多云轩","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775585343989","authorIdStr":"3582775585343989"},"themes":[],"title":"","htmlText":"一个到处关联交易的公司，风险非常大！庞氏骗局","listText":"一个到处关联交易的公司，风险非常大！庞氏骗局","text":"一个到处关联交易的公司，风险非常大！庞氏骗局","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/597629318099520","repostId":"2659179089","repostType":2,"repost":{"id":"2659179089","kind":"news","pubTimestamp":1786847875,"share":"https://www.laohunote.com/m/news/2659179089?lang=zh_CN&edition=full","pubTime":"2026-08-16 10:37","market":"us","language":"zh","title":"英伟达正洽谈向软银支持的SB Energy最高投资30亿美元 服务OpenAI巨型数据中心建设","url":"https://stock-news.laohu8.com/highlight/detail?id=2659179089","media":"环球市场播报","summary":"据知情人士透露，$英伟达$正洽谈向SB Energy最高投资30亿美元。SB Energy由软银集团扶持，该公司正在为OpenAI推进俄亥俄州大型数据中心项目。一名知情人士表示，此次投资谈判，是英伟达与OpenAI、SB Energy整体磋商的一部分。最高15亿美元的出资规模，将使英伟达成为SB Energy本次IPO的主要投资方之一。此前据报道，OpenAI将入驻该数据中心，并采用英伟达芯片。针对米拉姆县项目，OpenAI已于今年1月同意向SB Energy投资5亿美元。","content":"<html><head></head><body><p style=\"text-align: left;\">据知情人士透露，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>正洽谈向SB Energy最高投资30亿美元。SB Energy由软银集团扶持，该公司正在为OpenAI推进俄亥俄州大型数据中心项目。</p><p style=\"text-align: left;\">一名知情人士表示，此次投资谈判，是英伟达与OpenAI、SB Energy整体磋商的一部分。英伟达计划为这座俄亥俄州数据中心园区提供约1000亿美元信贷支持。此类交易越来越多，英伟达正借助自身雄厚资金实力扶持AI相关企业与项目，以此推动企业采购、使用英伟达硬件产品。</p><p style=\"text-align: left;\">知情人士称，双方讨论的方案为：俄亥俄项目正式签约时，英伟达先投放30亿美元中的一半；剩余一半将在SB Energy进行IPO时完成出资。</p><p style=\"text-align: left;\">最高15亿美元的出资规模，将使英伟达成为SB Energy本次IPO的主要投资方之一。一名消息人士表示，SB Energy目标最早在下月上市，IPO募资规模至少50亿美元。</p><p style=\"text-align: left;\">英伟达对SB Energy的潜在投资仍在谈判，投资规模存在缩减可能，交易未必能够落地。消息人士称，SB Energy也可能选择延后上市，争取在IPO阶段募集更多资金。</p><p style=\"text-align: left;\">SB Energy由软银控股，主导俄亥俄州南部的数据中心建设。该项目规划新增10吉瓦发电容量；按照当前硬件、人力、电力及物料价格测算，整体建设总成本约5000亿美元。</p><p style=\"text-align: left;\">此前据报道，OpenAI将入驻该数据中心，并采用英伟达芯片。正因如此，这家芯片巨头才洽谈提供约1000亿美元信贷兜底，帮助OpenAI完成项目建设融资。</p><p style=\"text-align: left;\">SB Energy原本主营可再生能源项目，数据中心建设开发经验有限。2025年末，该公司收购Studio 151，这家企业专门承接数据中心的施工管理、工程设计与运维业务。</p><p style=\"text-align: left;\">SB Energy同时还在得克萨斯州米拉姆县奥斯汀附近，为<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>与OpenAI开发一座1.2吉瓦的数据中心园区；另外在得州、加州以及美国西部各州布局太阳能与储能项目。</p><p style=\"text-align: left;\">针对米拉姆县项目，OpenAI已于今年1月同意向SB Energy投资5亿美元。</p><p style=\"text-align: left;\">英伟达持续对AI生态内多家企业进行投资，覆盖使用其芯片的AI模型厂商以及数据中心建设商。此前，英伟达近期同意向Lancium投资20亿美元，Lancium是得州另一处OpenAI与甲骨文AI联合园区的电力基础设施开发商。该交易同时约定，待Lancium获取更多规划电力资源后，英伟达将再追加10亿美元投入。</p><p style=\"text-align: left;\">同样在今年，英伟达向云厂商<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>、<a href=\"https://laohu8.com/S/NBIS\">Nebius</a>各投20亿美元，还向OpenAI投资300亿美元，OpenAI是英伟达AI芯片最主要的需求来源。</p><p style=\"text-align: left;\">英伟达的信贷支持以及对SB Energy的潜在投资，将推动俄亥俄项目落地，同时也促使英伟达对项目二期建设作出保障。但这也引发部分投资者担忧：AI生态正在过度依赖英伟达。</p><p style=\"text-align: left;\">部分投资者还担忧英伟达在开展大量循环融资业务。一名熟悉俄亥俄项目谈判的信贷高管评价，英伟达直接投资客户、或是承诺包销客户闲置算力的这类交易，“已经不再受到市场普遍追捧”。另一名参与英伟达AI基建交易的信贷高管表示，部分私人信贷机构对直接放贷给OpenAI持谨慎态度。</p><p style=\"text-align: left;\">英伟达本周一对外宣扬自家芯片的投资价值，宣布与华尔街六大头部机构合作，筹措5000亿美元独立融资，用于帮助客户采购英伟达硬件。该笔资金全部为非英伟达自有资本，需要独立风控承销。英伟达在博客中表示，推出该计划正是为回应市场对于循环融资的顾虑。</p></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达正洽谈向软银支持的SB Energy最高投资30亿美元 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.h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达正洽谈向软银支持的SB Energy最高投资30亿美元 服务OpenAI巨型数据中心建设\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-16 10:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-08-16/doc-ininnkfu1213779.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据知情人士透露，英伟达正洽谈向SB Energy最高投资30亿美元。SB Energy由软银集团扶持，该公司正在为OpenAI推进俄亥俄州大型数据中心项目。一名知情人士表示，此次投资谈判，是英伟达与OpenAI、SB Energy整体磋商的一部分。英伟达计划为这座俄亥俄州数据中心园区提供约1000亿美元信贷支持。此类交易越来越多，英伟达正借助自身雄厚资金实力扶持AI相关企业与项目，以此推动企业采购...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-08-16/doc-ininnkfu1213779.shtml\">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/92a41d20711c9fa4b2aa3cc62ea62948","relate_stocks":{"BK4587":"ChatGPT概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","SGXZ80539844.SGD":"ALLIANZ GLOBAL HIGH PAYOUT \"AMI\" (H2-SGD) INC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","SHOC":"Strive U.S. Semiconductor ETF","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","BK4588":"碎股","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0289961442.SGD":"SUSTAINABLE GLOBAL 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Energy由软银控股，主导俄亥俄州南部的数据中心建设。该项目规划新增10吉瓦发电容量；按照当前硬件、人力、电力及物料价格测算，整体建设总成本约5000亿美元。此前据报道，OpenAI将入驻该数据中心，并采用英伟达芯片。正因如此，这家芯片巨头才洽谈提供约1000亿美元信贷兜底，帮助OpenAI完成项目建设融资。SB Energy原本主营可再生能源项目，数据中心建设开发经验有限。2025年末，该公司收购Studio 151，这家企业专门承接数据中心的施工管理、工程设计与运维业务。SB Energy同时还在得克萨斯州米拉姆县奥斯汀附近，为甲骨文与OpenAI开发一座1.2吉瓦的数据中心园区；另外在得州、加州以及美国西部各州布局太阳能与储能项目。针对米拉姆县项目，OpenAI已于今年1月同意向SB Energy投资5亿美元。英伟达持续对AI生态内多家企业进行投资，覆盖使用其芯片的AI模型厂商以及数据中心建设商。此前，英伟达近期同意向Lancium投资20亿美元，Lancium是得州另一处OpenAI与甲骨文AI联合园区的电力基础设施开发商。该交易同时约定，待Lancium获取更多规划电力资源后，英伟达将再追加10亿美元投入。同样在今年，英伟达向云厂商CoreWeave、Nebius各投20亿美元，还向OpenAI投资300亿美元，OpenAI是英伟达AI芯片最主要的需求来源。英伟达的信贷支持以及对SB Energy的潜在投资，将推动俄亥俄项目落地，同时也促使英伟达对项目二期建设作出保障。但这也引发部分投资者担忧：AI生态正在过度依赖英伟达。部分投资者还担忧英伟达在开展大量循环融资业务。一名熟悉俄亥俄项目谈判的信贷高管评价，英伟达直接投资客户、或是承诺包销客户闲置算力的这类交易，“已经不再受到市场普遍追捧”。另一名参与英伟达AI基建交易的信贷高管表示，部分私人信贷机构对直接放贷给OpenAI持谨慎态度。英伟达本周一对外宣扬自家芯片的投资价值，宣布与华尔街六大头部机构合作，筹措5000亿美元独立融资，用于帮助客户采购英伟达硬件。该笔资金全部为非英伟达自有资本，需要独立风控承销。英伟达在博客中表示，推出该计划正是为回应市场对于循环融资的顾虑。","news_type":1,"symbols_score_info":{"SHOC":0.6,"CHPX":0.6,"USXF":0.6,"SOXQ":0.6,"NVDL":0.6,"IXN":0.6,"NVDA":1.98,"ESLG":0.6,"ROM":0.6,"AIFD":0.6,"ABFL":0.6,"VGT":0.6,"NVDW":0.6,"SPTE":0.6,"ANV":0.6,"SNPE":0.6,"AGOX":0.6,"IETC":0.6,"JGRO":0.6,"NVDU":0.6,"FTEC":0.6,"SMH":0.6,"NULC":0.6,"NVDY":0.6,"TRFK":0.6,"NVII":0.6,"TEK":0.6,"07388":0.6,"NVD3.UK":0.6,"NVDD":0.6,"USD":0.6,"NVDG":0.6,"GAMR":0.6,"SNVD.UK":0.6,"CMAG":0.6,"3NVD.UK":0.6,"NVDX":0.6,"NVD2.UK":0.6,"NVDO":0.6,"ARTY":0.6,"TTXU":0.6,"SOXY":0.6,"DIPS":0.6,"TTEQ":0.6,"SOXX":0.6,"NVYY":0.6,"NVIW.SI":0.6,"NVDS.UK":0.6,"XLK":0.6,"TYLG":0.6,"NVDB":0.6,"NVDQ":0.6,"ILDR":0.6,"SMHX":0.6,"VT":0.6,"CNEQ":0.6,"WISE":0.6,"LFGY":0.6,"NVD":0.6,"THMR":0.6,"2NVD.UK":0.6,"EFIV":0.6,"ESUM":0.6,"NVDS":0.6,"CLSE":0.6,"FDTX":0.6,"CHAT":0.6,"SNVDAmain":0.6,"AIPI":0.6,"FAI":0.6,"METV":0.6,"07788":0.6}},"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":597631824547880,"gmtCreate":1786923640970,"gmtModify":1786923643233,"author":{"id":"3582775585343989","authorId":"3582775585343989","name":"多云轩","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775585343989","authorIdStr":"3582775585343989"},"themes":[],"title":"","htmlText":"没有碳基消费的经济，目前没什么成色，好吧进入硅基消费的经济，那还要那么多碳基吗？没有了碳基，现在是什么呢？","listText":"没有碳基消费的经济，目前没什么成色，好吧进入硅基消费的经济，那还要那么多碳基吗？没有了碳基，现在是什么呢？","text":"没有碳基消费的经济，目前没什么成色，好吧进入硅基消费的经济，那还要那么多碳基吗？没有了碳基，现在是什么呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/597631824547880","repostId":"1106522605","repostType":2,"repost":{"id":"1106522605","kind":"news","weMediaInfo":{"introduction":"专注财报前瞻、财报解析的大模型Agent","home_visible":1,"media_name":"财报Agent","id":"1017018787","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1786850662,"share":"https://www.laohunote.com/m/news/1106522605?lang=zh_CN&edition=full","pubTime":"2026-08-16 11:24","market":"us","language":"zh","title":"财报前瞻｜阿里巴巴财报将至！电商基本盘稳固，短期利润承压引关注","url":"https://stock-news.laohu8.com/highlight/detail?id=1106522605","media":"财报Agent","summary":"摘要阿里巴巴将于2026年08月20日公布最新季度业绩，市场将聚焦电商基本盘与云业务增长协调及投入节奏的变化。分析师观点近期覆盖机构对阿里巴巴多持看多观点，理由集中在云智能的中长期增长逻辑与国际电商扩张带来的营收确定性，同时对短期利润承压保持审慎。多家机构指出，AI相关算力需求与行业数字化升级将推动云收入持续提升，而电商基本盘在用户与商家生态的协同中维持稳健。","content":"<html><head></head><body><h2 id=\"id_4043523366\" style=\"text-align: start;\">摘要</h2><p>阿里巴巴将于2026年08月20日（美股盘前）公布最新季度业绩，市场将聚焦电商基本盘与云业务增长协调及投入节奏的变化。</p><h2 id=\"id_2790082561\" style=\"text-align: start;\">市场预测</h2><p>市场一致预期阿里巴巴本季度营收预计为2,689.06亿元，同比增长6.32%；调整后每股收益预计为10.41元，同比下降30.97%；息税前利润预计为233.33亿元，同比下降44.41%。</p><p>公司主营业务亮点在于核心商务贡献收入1,576.49亿元，受用户规模与商家生态稳定驱动。发展前景最大的现有业务为云智能，季度收入为416.26亿元，在AI与企业上云需求带动下保持扩张势头。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9ae2d1968c46989b6357de901b4b46f\" tg-width=\"1179\" tg-height=\"674\"/></p><h2 id=\"id_2911547730\" style=\"text-align: start;\">上季度回顾</h2><p>上季度阿里巴巴营收为2,433.80亿元，同比增长2.93%；毛利率为34.51%；归属于母公司的净利润为255.41亿元，净利率为10.49%；调整后每股收益为0.62元，同比下降95.05%。公司强调成本效率改善与投入结构调整带来利润端波动。分业务看，核心商务收入1,576.49亿元，云智能收入416.26亿元，显示电商基本盘与云业务双轮驱动。</p><h2 id=\"id_39953068\" style=\"text-align: start;\">本季度展望</h2><h4 id=\"id_2663887839\" style=\"text-align: start;\">电商基本盘的流量与变现效率</h4><p>在促销与补贴策略更趋精细化的背景下，电商基本盘的关键在于用户留存与商家经营效率，本季度市场预计营收增长6.32%反映出交易活跃度的韧性。平台通过技术服务费与广告产品的结构化升级推动站内流量变现，虽然在特定品类促销中存在让利行为，但高粘性的复购与广告投放强度有望对冲。考虑上一季度净利率10.49%与调整后每股收益明显承压，本季度若投入节奏趋于理性，边际利润率可能获得环比改善的空间，然而同比口径仍更受宏观消费与竞争格局影响。</p><h4 id=\"id_40026166\" style=\"text-align: start;\">云智能的AI算力与行业渗透</h4><p>云智能业务在企业数字化与生成式AI驱动下保持结构性机会，上一季收入达到416.26亿元，为公司提供稳定的中长期增长引擎。模型训练与推理带来的算力需求，叠加垂直行业的云化迁移，有望支撑高景气订单与更高质量的合同结构。市场对本季度EBIT与EPS同比下行的预期，部分体现了公司在云侧研发投入与生态资源投入的阶段性放大，但在收入端延续增长前提下，毛利结构改善与规模效应仍可能在未来几个季度逐步释放。</p><h4 id=\"id_1946117725\" style=\"text-align: start;\">国际数字商业的扩张与履约效率</h4><p>国际电商在跨境直发、保税备货和本地化运营策略共同作用下，预计继续贡献增量订单。本季度营收总盘预计增长6.32%，国际业务的渗透扩张是重要分力，尤其在跨境履约链路优化与交付时效改善后，广告与佣金收入弹性更强。若旺季营销带来新客获取成本短期抬升，需要关注履约效率与补贴强度的平衡，长期看品牌与供给侧优化有助于实现单位经济性的稳步修复。</p><h4 id=\"id_1316018329\" style=\"text-align: start;\">利润端权衡：投入、补贴与现金流</h4><p>上一季度公司净利率为10.49%，但调整后每股收益同比大幅下滑，反映阶段性投入与业务结构调整的影响。本季度市场预计EBIT为233.33亿元，同比下降44.41%，显示利润端仍承压，核心变数在于即时零售和本地服务相关投入节奏，以及云与国际业务的规模效应释放。若营销与补贴趋于聚焦高ROI场景，叠加广告与技术服务费的结构优化，现金流质量有望保持稳健，为后续在AI基础设施与跨境物流上的资本开支提供支撑。</p><h2 id=\"id_2339386362\" style=\"text-align: start;\">分析师观点</h2><p>近期覆盖机构对阿里巴巴多持看多观点，理由集中在云智能的中长期增长逻辑与国际电商扩张带来的营收确定性，同时对短期利润承压保持审慎。</p><p>多家机构指出，AI相关算力需求与行业数字化升级将推动云收入持续提升，而电商基本盘在用户与商家生态的协同中维持稳健。看多阵营占比较高，核心论点在于：一是本季度营收仍预计同比增长，显示需求基础稳定；二是云业务具备技术与生态的双重壁垒，中期利润率具备改善潜力；三是国际电商在供应链优化与物流效率提升后，单位经济性有望抬升。</p><p>综合而言，机构更关注收入质量与长期价值的兑现，对短期EPS波动采取容忍态度，预期公司通过投入与效率间的平衡，实现增长与盈利能力的再均衡。</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>财报前瞻｜阿里巴巴财报将至！电商基本盘稳固，短期利润承压引关注</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{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n财报前瞻｜阿里巴巴财报将至！电商基本盘稳固，短期利润承压引关注\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2026-08-16 11:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 id=\"id_4043523366\" style=\"text-align: start;\">摘要</h2><p>阿里巴巴将于2026年08月20日（美股盘前）公布最新季度业绩，市场将聚焦电商基本盘与云业务增长协调及投入节奏的变化。</p><h2 id=\"id_2790082561\" style=\"text-align: start;\">市场预测</h2><p>市场一致预期阿里巴巴本季度营收预计为2,689.06亿元，同比增长6.32%；调整后每股收益预计为10.41元，同比下降30.97%；息税前利润预计为233.33亿元，同比下降44.41%。</p><p>公司主营业务亮点在于核心商务贡献收入1,576.49亿元，受用户规模与商家生态稳定驱动。发展前景最大的现有业务为云智能，季度收入为416.26亿元，在AI与企业上云需求带动下保持扩张势头。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9ae2d1968c46989b6357de901b4b46f\" tg-width=\"1179\" tg-height=\"674\"/></p><h2 id=\"id_2911547730\" style=\"text-align: start;\">上季度回顾</h2><p>上季度阿里巴巴营收为2,433.80亿元，同比增长2.93%；毛利率为34.51%；归属于母公司的净利润为255.41亿元，净利率为10.49%；调整后每股收益为0.62元，同比下降95.05%。公司强调成本效率改善与投入结构调整带来利润端波动。分业务看，核心商务收入1,576.49亿元，云智能收入416.26亿元，显示电商基本盘与云业务双轮驱动。</p><h2 id=\"id_39953068\" style=\"text-align: start;\">本季度展望</h2><h4 id=\"id_2663887839\" style=\"text-align: start;\">电商基本盘的流量与变现效率</h4><p>在促销与补贴策略更趋精细化的背景下，电商基本盘的关键在于用户留存与商家经营效率，本季度市场预计营收增长6.32%反映出交易活跃度的韧性。平台通过技术服务费与广告产品的结构化升级推动站内流量变现，虽然在特定品类促销中存在让利行为，但高粘性的复购与广告投放强度有望对冲。考虑上一季度净利率10.49%与调整后每股收益明显承压，本季度若投入节奏趋于理性，边际利润率可能获得环比改善的空间，然而同比口径仍更受宏观消费与竞争格局影响。</p><h4 id=\"id_40026166\" style=\"text-align: start;\">云智能的AI算力与行业渗透</h4><p>云智能业务在企业数字化与生成式AI驱动下保持结构性机会，上一季收入达到416.26亿元，为公司提供稳定的中长期增长引擎。模型训练与推理带来的算力需求，叠加垂直行业的云化迁移，有望支撑高景气订单与更高质量的合同结构。市场对本季度EBIT与EPS同比下行的预期，部分体现了公司在云侧研发投入与生态资源投入的阶段性放大，但在收入端延续增长前提下，毛利结构改善与规模效应仍可能在未来几个季度逐步释放。</p><h4 id=\"id_1946117725\" style=\"text-align: start;\">国际数字商业的扩张与履约效率</h4><p>国际电商在跨境直发、保税备货和本地化运营策略共同作用下，预计继续贡献增量订单。本季度营收总盘预计增长6.32%，国际业务的渗透扩张是重要分力，尤其在跨境履约链路优化与交付时效改善后，广告与佣金收入弹性更强。若旺季营销带来新客获取成本短期抬升，需要关注履约效率与补贴强度的平衡，长期看品牌与供给侧优化有助于实现单位经济性的稳步修复。</p><h4 id=\"id_1316018329\" style=\"text-align: start;\">利润端权衡：投入、补贴与现金流</h4><p>上一季度公司净利率为10.49%，但调整后每股收益同比大幅下滑，反映阶段性投入与业务结构调整的影响。本季度市场预计EBIT为233.33亿元，同比下降44.41%，显示利润端仍承压，核心变数在于即时零售和本地服务相关投入节奏，以及云与国际业务的规模效应释放。若营销与补贴趋于聚焦高ROI场景，叠加广告与技术服务费的结构优化，现金流质量有望保持稳健，为后续在AI基础设施与跨境物流上的资本开支提供支撑。</p><h2 id=\"id_2339386362\" style=\"text-align: start;\">分析师观点</h2><p>近期覆盖机构对阿里巴巴多持看多观点，理由集中在云智能的中长期增长逻辑与国际电商扩张带来的营收确定性，同时对短期利润承压保持审慎。</p><p>多家机构指出，AI相关算力需求与行业数字化升级将推动云收入持续提升，而电商基本盘在用户与商家生态的协同中维持稳健。看多阵营占比较高，核心论点在于：一是本季度营收仍预计同比增长，显示需求基础稳定；二是云业务具备技术与生态的双重壁垒，中期利润率具备改善潜力；三是国际电商在供应链优化与物流效率提升后，单位经济性有望抬升。</p><p>综合而言，机构更关注收入质量与长期价值的兑现，对短期EPS波动采取容忍态度，预期公司通过投入与效率间的平衡，实现增长与盈利能力的再均衡。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"BBYY":"GraniteShares YieldBOOST BABA ETF","BABO":"BABA期权收益策略ETF-YieldMax","BABX":"2倍做多BABA ETF-GraniteShares","KBAB":"2倍做多BABA ETF-KraneShares","BABW":"Roundhill BABA WeeklyPay ETF","BABU":"Direxion Daily BABA Bull 2X 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23:08","market":"us","language":"zh","title":"闪迪目标在2028至2030财年实现中高双位数营收增长","url":"https://stock-news.laohu8.com/highlight/detail?id=1187422581","media":"老虎资讯综合","summary":"闪迪盘中急升 8%！闪迪首席财务官表示，公司预计将在合同期内从8家客户处获得总合同额939亿美元。闪迪目标在2028至2030财年实现中高双位数营收增长，预计2028至2030财年非GAAP毛利率约为80%，预计2028至2030财年非GAAP营业利润率约为75%。","content":"<html><head></head><body><p style=\"text-align: left;\">闪迪盘中急升 8%！闪迪首席财务官表示，公司预计将在合同期内从8家客户处获得总合同额939亿美元。</p><p style=\"text-align: left;\"><span>闪迪首席财务官表示，闪迪在投资业务后将返还多余现金，拟将全部超额现金返还股东。</span></p><p style=\"text-align: left;\">闪迪目标在2028至2030财年实现中高双位数营收增长，预计2028至2030财年非GAAP毛利率约为80%，预计2028至2030财年非GAAP营业利润率约为75%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3aea32e636beace1f7d1648ce5b8642\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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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闪迪目标在2028至2030财年实现中高双位数营收增长\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\">2026-08-13 23:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">闪迪盘中急升 8%！闪迪首席财务官表示，公司预计将在合同期内从8家客户处获得总合同额939亿美元。</p><p style=\"text-align: left;\"><span>闪迪首席财务官表示，闪迪在投资业务后将返还多余现金，拟将全部超额现金返还股东。</span></p><p style=\"text-align: left;\">闪迪目标在2028至2030财年实现中高双位数营收增长，预计2028至2030财年非GAAP毛利率约为80%，预计2028至2030财年非GAAP营业利润率约为75%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3aea32e636beace1f7d1648ce5b8642\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/21082bd6ca0c76489c49f267e6d8db8e","relate_stocks":{"SNDC":"2倍做多SNDK ETF-Corgi","SNDU":"2倍做多SNDK 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8%！闪迪首席财务官表示，公司预计将在合同期内从8家客户处获得总合同额939亿美元。闪迪首席财务官表示，闪迪在投资业务后将返还多余现金，拟将全部超额现金返还股东。闪迪目标在2028至2030财年实现中高双位数营收增长，预计2028至2030财年非GAAP毛利率约为80%，预计2028至2030财年非GAAP营业利润率约为75%。","news_type":1,"symbols_score_info":{"SNXX":0.6,"SNDU":0.6,"SNDQ":0.6,"SNDC":0.6,"SNDK":2,"SNDG":0.6}},"isVote":1,"tweetType":1,"viewCount":1117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596807952077656,"gmtCreate":1786723227471,"gmtModify":1786723229388,"author":{"id":"3582775585343989","authorId":"3582775585343989","name":"多云轩","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775585343989","authorIdStr":"3582775585343989"},"themes":[],"title":"","htmlText":"你信吗","listText":"你信吗","text":"你信吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596807952077656","repostId":"1118936442","repostType":2,"repost":{"id":"1118936442","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":1786719260,"share":"https://www.laohunote.com/m/news/1118936442?lang=zh_CN&edition=full","pubTime":"2026-08-14 22:54","market":"us","language":"zh","title":"SK集团会长崔泰源：明年将是内存短缺现象最为严重的一年，将引发“芯片通胀”","url":"https://stock-news.laohu8.com/highlight/detail?id=1118936442","media":"老虎资讯综合","summary":"崔泰源将美国当地客户的需求视为关键变量，正在多方面评估以扩大公司的全球生产基地。崔泰源将当前市场形势定义为一场争夺内存芯片的“战争”。崔会长判断，明年将是内存短缺现象最为严重的一年，将引发“芯片通胀”，即半导体价格飙升的局面。为解决供应瓶颈问题，SK集团已决定进行大规模扩张，在未来5年内将内存产能提高2倍。SK海力士计划密切审视未来市场需求以及与客户公司的合作关系，以最终确定追加投资地区。","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c87ca7fe6218ff77fa9c6650d1a1622a\" data-align=\"center\" tg-width=\"600\" tg-height=\"338\"/><span></span></p><p style=\"text-align: left;\">在人工智能（AI）半导体需求爆发导致内存供应短缺加剧的背景下，SK集团会长崔泰源对在美国建设前端半导体工厂（fab）的可能性持开放态度。崔泰源将美国当地客户的需求视为关键变量，正在多方面评估以扩大公司的全球生产基地。</p><p style=\"text-align: left;\">在当地时间8月13日接受美国CNBC采访时，崔泰源表示，公司一个多月来一直在包括美国在内的多个地区考察内存工厂选址。他特别提到，美国客户希望在本国建设晶圆厂，并表示如果客户有此意愿，愿意共同推进相关机会。目前，SK海力士正在美国印第安纳州建设后端封装厂，但处理晶圆的前端晶圆厂的具体计划尚未正式确定。</p><p style=\"text-align: left;\">崔泰源将当前市场形势定义为一场争夺内存芯片的“战争”。他分析称，所有客户都要求明年的供应量比此前水平增加近两倍，但供应未能跟上。崔会长判断，明年将是内存短缺现象最为严重的一年，将引发“芯片通胀”（Chiplation），即半导体价格飙升的局面。</p><p style=\"text-align: left;\">为解决供应瓶颈问题，SK集团已决定进行大规模扩张，在未来5年内将内存产能提高2倍。这也是在最近宣布在湖南地区建设2座新前端晶圆厂之后，集团着手确保更多选址的原因。不过，崔泰源强调，确保水、电、土地以及打造半导体生态系统是晶圆厂建设的核心前提，显示出在寻找合适地点方面的谨慎态度。</p><p style=\"text-align: left;\">对于大规模设施投资可能引发供应过剩的担忧，他提出了一套彻底基于需求的策略。其解释是，只有在存在确定需求的条件下才会推进扩产，并通过与客户签订长期供应合同（LTA）来消除不确定性。此外，他还补充说，正在引入各种能够分担风险的项目，例如成立合资企业，或以“内存即服务”（Memory as a Service）的形式提供内存。</p><p style=\"text-align: left;\">崔泰源预测，AI时代的内存周期将呈现出与过去不同的模式。这是因为过去依赖硬件设备的出货数量，而如今市场可扩展性增强，单个用户会使用多个AI代理。崔泰源强调，由于这些变化，比过去长得多的繁荣周期将持续下去，需求强劲上升的趋势短期内仍将延续。</p><p style=\"text-align: left;\">尽管目前尚未与美国政府进行直接对话，但美国商务部长等主要人物正向韩国企业施压，要求其在美国建设新的前端晶圆厂。SK海力士计划密切审视未来市场需求以及与客户公司的合作关系，以最终确定追加投资地区。</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>SK集团会长崔泰源：明年将是内存短缺现象最为严重的一年，将引发“芯片通胀”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSK集团会长崔泰源：明年将是内存短缺现象最为严重的一年，将引发“芯片通胀”\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\">2026-08-14 22:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c87ca7fe6218ff77fa9c6650d1a1622a\" data-align=\"center\" tg-width=\"600\" tg-height=\"338\"/><span></span></p><p style=\"text-align: left;\">在人工智能（AI）半导体需求爆发导致内存供应短缺加剧的背景下，SK集团会长崔泰源对在美国建设前端半导体工厂（fab）的可能性持开放态度。崔泰源将美国当地客户的需求视为关键变量，正在多方面评估以扩大公司的全球生产基地。</p><p style=\"text-align: left;\">在当地时间8月13日接受美国CNBC采访时，崔泰源表示，公司一个多月来一直在包括美国在内的多个地区考察内存工厂选址。他特别提到，美国客户希望在本国建设晶圆厂，并表示如果客户有此意愿，愿意共同推进相关机会。目前，SK海力士正在美国印第安纳州建设后端封装厂，但处理晶圆的前端晶圆厂的具体计划尚未正式确定。</p><p style=\"text-align: left;\">崔泰源将当前市场形势定义为一场争夺内存芯片的“战争”。他分析称，所有客户都要求明年的供应量比此前水平增加近两倍，但供应未能跟上。崔会长判断，明年将是内存短缺现象最为严重的一年，将引发“芯片通胀”（Chiplation），即半导体价格飙升的局面。</p><p style=\"text-align: left;\">为解决供应瓶颈问题，SK集团已决定进行大规模扩张，在未来5年内将内存产能提高2倍。这也是在最近宣布在湖南地区建设2座新前端晶圆厂之后，集团着手确保更多选址的原因。不过，崔泰源强调，确保水、电、土地以及打造半导体生态系统是晶圆厂建设的核心前提，显示出在寻找合适地点方面的谨慎态度。</p><p style=\"text-align: left;\">对于大规模设施投资可能引发供应过剩的担忧，他提出了一套彻底基于需求的策略。其解释是，只有在存在确定需求的条件下才会推进扩产，并通过与客户签订长期供应合同（LTA）来消除不确定性。此外，他还补充说，正在引入各种能够分担风险的项目，例如成立合资企业，或以“内存即服务”（Memory as a Service）的形式提供内存。</p><p style=\"text-align: left;\">崔泰源预测，AI时代的内存周期将呈现出与过去不同的模式。这是因为过去依赖硬件设备的出货数量，而如今市场可扩展性增强，单个用户会使用多个AI代理。崔泰源强调，由于这些变化，比过去长得多的繁荣周期将持续下去，需求强劲上升的趋势短期内仍将延续。</p><p style=\"text-align: left;\">尽管目前尚未与美国政府进行直接对话，但美国商务部长等主要人物正向韩国企业施压，要求其在美国建设新的前端晶圆厂。SK海力士计划密切审视未来市场需求以及与客户公司的合作关系，以最终确定追加投资地区。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/c87ca7fe6218ff77fa9c6650d1a1622a","relate_stocks":{"SKDD":"2倍做空海力士ETF-GraniteShares","SKHZ":"1倍做空海力士ETF-Leverage Shares","SKHU":"2倍做多海力士-ProShares","SK":"2倍做多海力士ETF-Corgi","07709":"南方东英SK海力士每日杠杆最多 (2x) 产品","HYNX":"2倍做多海力士ETF-T-REX","SKHY":"SK海力士","SKUU":"2倍做多海力士ETF-GraniteShares","SKHX":"2倍做多海力士ETF-Leverage Shares","SKHA":"Tradr 2X Long SK hynix Daily ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118936442","content_text":"在人工智能（AI）半导体需求爆发导致内存供应短缺加剧的背景下，SK集团会长崔泰源对在美国建设前端半导体工厂（fab）的可能性持开放态度。崔泰源将美国当地客户的需求视为关键变量，正在多方面评估以扩大公司的全球生产基地。在当地时间8月13日接受美国CNBC采访时，崔泰源表示，公司一个多月来一直在包括美国在内的多个地区考察内存工厂选址。他特别提到，美国客户希望在本国建设晶圆厂，并表示如果客户有此意愿，愿意共同推进相关机会。目前，SK海力士正在美国印第安纳州建设后端封装厂，但处理晶圆的前端晶圆厂的具体计划尚未正式确定。崔泰源将当前市场形势定义为一场争夺内存芯片的“战争”。他分析称，所有客户都要求明年的供应量比此前水平增加近两倍，但供应未能跟上。崔会长判断，明年将是内存短缺现象最为严重的一年，将引发“芯片通胀”（Chiplation），即半导体价格飙升的局面。为解决供应瓶颈问题，SK集团已决定进行大规模扩张，在未来5年内将内存产能提高2倍。这也是在最近宣布在湖南地区建设2座新前端晶圆厂之后，集团着手确保更多选址的原因。不过，崔泰源强调，确保水、电、土地以及打造半导体生态系统是晶圆厂建设的核心前提，显示出在寻找合适地点方面的谨慎态度。对于大规模设施投资可能引发供应过剩的担忧，他提出了一套彻底基于需求的策略。其解释是，只有在存在确定需求的条件下才会推进扩产，并通过与客户签订长期供应合同（LTA）来消除不确定性。此外，他还补充说，正在引入各种能够分担风险的项目，例如成立合资企业，或以“内存即服务”（Memory as a Service）的形式提供内存。崔泰源预测，AI时代的内存周期将呈现出与过去不同的模式。这是因为过去依赖硬件设备的出货数量，而如今市场可扩展性增强，单个用户会使用多个AI代理。崔泰源强调，由于这些变化，比过去长得多的繁荣周期将持续下去，需求强劲上升的趋势短期内仍将延续。尽管目前尚未与美国政府进行直接对话，但美国商务部长等主要人物正向韩国企业施压，要求其在美国建设新的前端晶圆厂。SK海力士计划密切审视未来市场需求以及与客户公司的合作关系，以最终确定追加投资地区。","news_type":1,"symbols_score_info":{"SKDD":0.6,"SKHY":2,"SKHZ":0.6,"SKHX":0.6,"SKHU":0.6,"SKHA":0.6,"SK":0.6,"SKUU":0.6,"07709":0.6,"HYNX":0.6}},"isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596807429457216,"gmtCreate":1786723161534,"gmtModify":1786723163251,"author":{"id":"3582775585343989","authorId":"3582775585343989","name":"多云轩","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775585343989","authorIdStr":"3582775585343989"},"themes":[],"title":"","htmlText":"5年还可以再画大些","listText":"5年还可以再画大些","text":"5年还可以再画大些","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596807429457216","repostId":"1191037303","repostType":2,"repost":{"id":"1191037303","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":1786695167,"share":"https://www.laohunote.com/m/news/1191037303?lang=zh_CN&edition=full","pubTime":"2026-08-14 16:12","market":"us","language":"zh","title":"加拿大皇家银行将闪迪目标价从1300美元上调至1600美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1191037303","media":"老虎资讯综合","summary":"闪迪盘前升幅扩大至4%。加拿大皇家银行将闪迪目标价从1300美元上调至1600美元。美东时间13日周四，闪迪在2026年投资者日公布长期财务模型，提出一系列2028财年至2030财年将要达到的财务目标，包括这期间内，公司营收将保持中高双位数增长。闪迪还澄清市场对比特增长的疑虑，提出可供销售比特量将根据盈利优化需要调整，同时承诺，在完成业务投资后，将把100%的剩余现金返还股东。","content":"<html><head></head><body><p style=\"text-align: left;\">闪迪盘前升幅扩大至4%。加拿大皇家银行将闪迪目标价从1300美元上调至1600美元。</p><p style=\"text-align: left;\"><span>美东时间13日周四，闪迪在2026年投资者日公布长期财务模型，提出一系列2028财年至2030财年将要达到的财务目标，包括这期间内，公司</span><strong>营收</strong><span>将保持</span><strong>中高双位数增长</strong><span>。闪迪还澄清市场对比特增长的疑虑，提出</span><strong>可供销售比特量将根据盈利优化需要调整</strong><span>，同时承诺，在完成业务投资后，将把100%的剩余现金返还股东。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0fd189b78d7c11455e9126e42da4682\" data-align=\"center\" tg-width=\"732\" tg-height=\"212\"/><span></span></p></body></html>","collect":0,"html":"<!DOCTYPE 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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\">2026-08-14 16:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">闪迪盘前升幅扩大至4%。加拿大皇家银行将闪迪目标价从1300美元上调至1600美元。</p><p style=\"text-align: left;\"><span>美东时间13日周四，闪迪在2026年投资者日公布长期财务模型，提出一系列2028财年至2030财年将要达到的财务目标，包括这期间内，公司</span><strong>营收</strong><span>将保持</span><strong>中高双位数增长</strong><span>。闪迪还澄清市场对比特增长的疑虑，提出</span><strong>可供销售比特量将根据盈利优化需要调整</strong><span>，同时承诺，在完成业务投资后，将把100%的剩余现金返还股东。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0fd189b78d7c11455e9126e42da4682\" data-align=\"center\" tg-width=\"732\" tg-height=\"212\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/21082bd6ca0c76489c49f267e6d8db8e","relate_stocks":{"SNDK":"闪迪","SNDG":"2倍做多SNDK ETF-Leverage Shares","SNDQ":"2倍做空SNDK ETF-Tradr","SNDC":"2倍做多SNDK ETF-Corgi","SNDU":"2倍做多SNDK ETF-T-REX","SNXX":"2倍做多SNDK ETF-Tradr"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191037303","content_text":"闪迪盘前升幅扩大至4%。加拿大皇家银行将闪迪目标价从1300美元上调至1600美元。美东时间13日周四，闪迪在2026年投资者日公布长期财务模型，提出一系列2028财年至2030财年将要达到的财务目标，包括这期间内，公司营收将保持中高双位数增长。闪迪还澄清市场对比特增长的疑虑，提出可供销售比特量将根据盈利优化需要调整，同时承诺，在完成业务投资后，将把100%的剩余现金返还股东。","news_type":1,"symbols_score_info":{"SNXX":0.6,"SNDU":0.6,"SNDC":0.6,"SNDK":1,"SNDG":0.6,"SNDQ":0.6}},"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596613125116704,"gmtCreate":1786675630730,"gmtModify":1786675632700,"author":{"id":"3582775585343989","authorId":"3582775585343989","name":"多云轩","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775585343989","authorIdStr":"3582775585343989"},"themes":[],"title":"","htmlText":"小作文画饼，ai破都完蛋","listText":"小作文画饼，ai破都完蛋","text":"小作文画饼，ai破都完蛋","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596613125116704","repostId":"2659160313","repostType":2,"repost":{"id":"2659160313","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":1786663832,"share":"https://www.laohunote.com/m/news/2659160313?lang=zh_CN&edition=full","pubTime":"2026-08-14 07:30","market":"us","language":"zh","title":"闪迪定“超高”长期目标：FY2028-30营收中高双位数增长、毛利率80%，周四股价一度涨近20%","url":"https://stock-news.laohu8.com/highlight/detail?id=2659160313","media":"华尔街见闻","summary":"闪迪预计，2028至2030财年，非GAAP口径下，公司毛利率维持在约80%，营业利润率约75%，调整后自由现金流利润率约50%；承诺在完成业务投资后，剩余现金100%返还股东；长期输入比特量增长目标为中高双位数，但可供销售的比特量将根据优化盈利能力的需要灵活调整；披露八大客户签长协，协议已覆盖2028财年约三分之二比特出货量；2030年企业级闪存TAM料达1.2ZB。","content":"<html><head></head><body><p style=\"text-align: left;\">AI推理需求持续推高存储需求之际，<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>给出了极为激进的长期财务目标。</p><p style=\"text-align: left;\">美东时间23日周四，闪迪在2026年投资者日公布长期财务模型，提出一系列2028财年至2030财年将要达到的财务目标，包括这期间内，公司<strong>营收</strong>将保持<strong>中高双位数增长</strong>。闪迪还澄清市场对比特增长的疑虑，提出<strong>可供销售比特量将根据盈利优化需要调整</strong>，同时承诺，在完成业务投资后，将把100%的剩余现金返还股东。</p><p style=\"text-align: left;\">消息公布后，市场迅速用股价投票。闪迪（SNDK）周四盘中涨幅一度扩大至<strong>17.6%</strong>；存储板块同步走强。到收盘，闪迪涨近14%，<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>和<a href=\"https://laohu8.com/S/WDC\">西部数据</a>涨超7%，<a href=\"https://laohu8.com/S/STX\">希捷科技</a>涨近5%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>涨逾4%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aca30000443e5317111c970923d888f9\" data-align=\"center\" tg-width=\"980\" tg-height=\"651\"/><span></span></p><h2 style=\"text-align: left;\">FY2028-30目标：毛利率80%、营业利润率75%</h2><p style=\"text-align: left;\">此次投资者日最受市场关注的，无疑是闪迪给出的长期财务模型。</p><p style=\"text-align: left;\">公司预计，在<strong>2028至2030财年</strong>期间，营收将保持<strong>中高双位数增长</strong>，增速与比特出货量增长相匹配；与此同时，非GAAP口径下，毛利率预计维持在约<strong>80%</strong>，营业利润率约为<strong>75%。</strong></p><p style=\"text-align: left;\">这里需要特别注意财年的时间概念。闪迪的财年并不与自然年重合，公司财年截至最接近6月30日的周五，通常为52周，2026财年、即上一财年于2026年7月3日结束。<strong>2026年7月初已经进入2027财年</strong>，因此此次公布的2028至2030财年区间并非自然年2028年至2030年，而是指<strong>从2027年7月左右开始、连续三个财年的未来区间</strong>。</p><p style=\"text-align: left;\">在这一财务模型下，闪迪预计运营费用占营收比例约为<strong>5%</strong>，其他收入及支出不会产生重大影响。即使计入税收、资本开支以及支撑业务增长所需的营运资金，公司仍预计调整后自由现金流利润率能够达到约<strong>50%</strong>。</p><p style=\"text-align: left;\">对于此前高度周期性的NAND存储行业而言，这组目标尤其激进。闪迪实际上是在向市场传递一个明确判断：AI驱动的存储需求增长，有望让公司未来数年的营收增长与盈利能力保持在远高于传统存储周期平均水平的位置。</p><h2 style=\"text-align: left;\">不盲目追求“比特量”：闪迪将根据盈利能力灵活调节可销售产量</h2><p style=\"text-align: left;\">而闪迪此次释放的另一个重要信号，是公司并不准备简单地以扩大比特出货量作为增长目标，而是会<strong>主动根据盈利能力调整可供销售的比特量</strong>。</p><p style=\"text-align: left;\">此前市场曾关注闪迪FY2027的比特量增长指引：公司预计输入端比特量增长达到中高双位数，而可供销售的输出比特量增长则可能低于这一水平。投资者日上，管理层进一步澄清，这并不意味着公司缺乏扩大产出的能力。</p><p style=\"text-align: left;\">据Lynx Equity Strategies分析师KC Rajkumar对管理层表态的解读，闪迪CEO David Goeckeler明确表示，<strong>长期输入比特量增长目标为中高双位数，但可供销售的比特量将根据优化盈利能力的需要灵活调整</strong>；在某些时期，实际输出比特量增长甚至可能超过中高双位数。</p><p style=\"text-align: left;\">这意味着，闪迪更看重的是“每一比特能赚多少钱”，而不是单纯追求“卖出多少比特”。</p><p style=\"text-align: left;\">尤其是在NAND技术节点切换过程中，公司还会有选择地削减晶圆产出，以避免新技术带来的比特密度提升过快、进而导致市场供应过剩。</p><p style=\"text-align: left;\">Rajkumar指出，闪迪每次NAND技术节点切换平均能够带来约<strong>54%的比特增长</strong>。因此，如果公司完全释放技术升级带来的新增产能，很容易重新制造供过于求的局面。通过在节点切换期间主动减少晶圆产出，闪迪可以控制进入市场的比特量，从而更好地维护价格、利润率和资本效率。</p><p style=\"text-align: left;\">这套思路也解释了为什么闪迪敢于给出约80%的长期毛利率目标：技术进步带来的比特密度提升，不一定全部转化为供给增长，公司可以主动“踩刹车”，将部分技术红利转化为盈利能力。</p><h2 style=\"text-align: left;\">“赚到的钱”更多返还股东：超额现金100%回购或分红</h2><p style=\"text-align: left;\">除了营收和利润率目标，闪迪还给出了非常明确的资本回报承诺。</p><p style=\"text-align: left;\">闪迪首席财务官（CFO）Luis Visoso表示，在完成支持业务增长所需的投资之后，公司预计将把<strong>100%的超额现金返还给股东</strong>。</p><p style=\"text-align: left;\">这意味着，闪迪未来的资本配置框架将围绕三条主线展开：首先投资于支持增长的业务和技术，其次保持强劲的自由现金流创造能力，最后将剩余现金尽可能返还给股东。</p><p style=\"text-align: left;\">而约<strong>50%的调整后自由现金流利润率</strong>，意味着如果长期财务模型能够兑现，闪迪未来产生现金的能力将非常强，这也是市场愿意给予其更高估值的重要原因之一。</p><h2 style=\"text-align: left;\">八大客户签长期协议，已覆盖FY2028约三分之二比特出货量</h2><p style=\"text-align: left;\">闪迪之所以对上述长期财务模型表现出较强信心，一个重要原因在于公司正在改变传统NAND行业的商业模式。</p><p style=\"text-align: left;\">公司披露，目前已经与<strong>8家客户</strong>签署新商业模式（NBM）协议。这些协议包括承诺采购量、具有约束力的合同框架、最低财务保障以及结构化定价机制，可以加强客户需求与公司产能规划之间的匹配，并降低传统存储行业周期性波动的影响。</p><p style=\"text-align: left;\">更重要的是，这些协议覆盖的规模已经相当可观：目前签署的NBM协议约覆盖<strong>FY2027比特出货量的50%</strong>，以及<strong>FY2028比特出货量的约三分之二</strong>。</p><p style=\"text-align: left;\">闪迪认为，这种模式能够带来更加可预测的营收、更高的现金流可见度以及更加持久的盈利增长。</p><p style=\"text-align: left;\">换句话说，闪迪不仅在押注AI带来的存储需求增长，也在试图通过长期协议把传统NAND业务较强的周期属性部分转化为更加稳定、可预测的收入和现金流。</p><h2 style=\"text-align: left;\">AI推理催生更大存储市场，2030年企业级闪存TAM料达1.2ZB</h2><p style=\"text-align: left;\">闪迪对未来三年高增长的另一大支撑，是AI从训练向推理扩张后，对存储基础设施提出的新需求。</p><p style=\"text-align: left;\">公司表示，AI推理工作负载正在推动Token使用量快速增长，KV Cache正在重塑数据中心的内存层级。随着AI推理规模扩大，AI数据中心将变得更加依赖存储，闪迪预计，到<strong>2030年企业数据中心闪存的总可用市场（TAM）将达到1.2泽字节（ZB）</strong>。</p><p style=\"text-align: left;\">在技术层面，闪迪正在推进基于CMOS直接键合阵列（CBA）的二维扩展战略，以便更加灵活地开发满足不同市场需求的定制产品，同时提高资本效率。</p><p style=\"text-align: left;\">公司最新的BiCS9 QLC技术就是这一战略的首个案例。该技术将BiCS8阵列与基于BiCS10的CMOS晶圆结合；与此同时，新的BiCS10 QLC节点较BiCS8实现<strong>60%的比特密度提升</strong>。</p><h2 style=\"text-align: left;\">HBF押注AI推理，存储板块集体大涨</h2><p style=\"text-align: left;\">闪迪还在推进面向AI推理的新型高带宽闪存（HBF）技术。公司称，HBF正在成为应对AI推理时代存储需求的重要技术方案，目前相关产业生态也正在形成。</p><p style=\"text-align: left;\">在市场看来，这意味着闪迪的AI存储逻辑已经不再局限于“AI数据中心需要更多SSD”，而是进一步延伸至AI推理架构本身对<strong>更高性能、更低功耗和更高存储密度</strong>的需求。</p><p style=\"text-align: left;\">这一预期也迅速传导至整个存储板块。闪迪自身的涨势更为突出：在公布长期财务目标后，其股价盘中一度涨近18%。今年以来，闪迪股价累计涨幅已经超过530%。</p><p style=\"text-align: left;\">不过，闪迪同时强调，前述长期财务目标属于前瞻性指标，建立在一系列估计和假设基础上，实际结果仍可能受到需求、平均售价、竞争、技术迭代、供应链以及存储行业周期等因素影响。</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>闪迪定“超高”长期目标：FY2028-30营收中高双位数增长、毛利率80%，周四股价一度涨近20%</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闪迪定“超高”长期目标：FY2028-30营收中高双位数增长、毛利率80%，周四股价一度涨近20%\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\">2026-08-14 07:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">AI推理需求持续推高存储需求之际，<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>给出了极为激进的长期财务目标。</p><p style=\"text-align: left;\">美东时间23日周四，闪迪在2026年投资者日公布长期财务模型，提出一系列2028财年至2030财年将要达到的财务目标，包括这期间内，公司<strong>营收</strong>将保持<strong>中高双位数增长</strong>。闪迪还澄清市场对比特增长的疑虑，提出<strong>可供销售比特量将根据盈利优化需要调整</strong>，同时承诺，在完成业务投资后，将把100%的剩余现金返还股东。</p><p style=\"text-align: left;\">消息公布后，市场迅速用股价投票。闪迪（SNDK）周四盘中涨幅一度扩大至<strong>17.6%</strong>；存储板块同步走强。到收盘，闪迪涨近14%，<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>和<a href=\"https://laohu8.com/S/WDC\">西部数据</a>涨超7%，<a href=\"https://laohu8.com/S/STX\">希捷科技</a>涨近5%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>涨逾4%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aca30000443e5317111c970923d888f9\" data-align=\"center\" tg-width=\"980\" tg-height=\"651\"/><span></span></p><h2 style=\"text-align: left;\">FY2028-30目标：毛利率80%、营业利润率75%</h2><p style=\"text-align: left;\">此次投资者日最受市场关注的，无疑是闪迪给出的长期财务模型。</p><p style=\"text-align: left;\">公司预计，在<strong>2028至2030财年</strong>期间，营收将保持<strong>中高双位数增长</strong>，增速与比特出货量增长相匹配；与此同时，非GAAP口径下，毛利率预计维持在约<strong>80%</strong>，营业利润率约为<strong>75%。</strong></p><p style=\"text-align: left;\">这里需要特别注意财年的时间概念。闪迪的财年并不与自然年重合，公司财年截至最接近6月30日的周五，通常为52周，2026财年、即上一财年于2026年7月3日结束。<strong>2026年7月初已经进入2027财年</strong>，因此此次公布的2028至2030财年区间并非自然年2028年至2030年，而是指<strong>从2027年7月左右开始、连续三个财年的未来区间</strong>。</p><p style=\"text-align: left;\">在这一财务模型下，闪迪预计运营费用占营收比例约为<strong>5%</strong>，其他收入及支出不会产生重大影响。即使计入税收、资本开支以及支撑业务增长所需的营运资金，公司仍预计调整后自由现金流利润率能够达到约<strong>50%</strong>。</p><p style=\"text-align: left;\">对于此前高度周期性的NAND存储行业而言，这组目标尤其激进。闪迪实际上是在向市场传递一个明确判断：AI驱动的存储需求增长，有望让公司未来数年的营收增长与盈利能力保持在远高于传统存储周期平均水平的位置。</p><h2 style=\"text-align: left;\">不盲目追求“比特量”：闪迪将根据盈利能力灵活调节可销售产量</h2><p style=\"text-align: left;\">而闪迪此次释放的另一个重要信号，是公司并不准备简单地以扩大比特出货量作为增长目标，而是会<strong>主动根据盈利能力调整可供销售的比特量</strong>。</p><p style=\"text-align: left;\">此前市场曾关注闪迪FY2027的比特量增长指引：公司预计输入端比特量增长达到中高双位数，而可供销售的输出比特量增长则可能低于这一水平。投资者日上，管理层进一步澄清，这并不意味着公司缺乏扩大产出的能力。</p><p style=\"text-align: left;\">据Lynx Equity Strategies分析师KC Rajkumar对管理层表态的解读，闪迪CEO David Goeckeler明确表示，<strong>长期输入比特量增长目标为中高双位数，但可供销售的比特量将根据优化盈利能力的需要灵活调整</strong>；在某些时期，实际输出比特量增长甚至可能超过中高双位数。</p><p style=\"text-align: left;\">这意味着，闪迪更看重的是“每一比特能赚多少钱”，而不是单纯追求“卖出多少比特”。</p><p style=\"text-align: left;\">尤其是在NAND技术节点切换过程中，公司还会有选择地削减晶圆产出，以避免新技术带来的比特密度提升过快、进而导致市场供应过剩。</p><p style=\"text-align: left;\">Rajkumar指出，闪迪每次NAND技术节点切换平均能够带来约<strong>54%的比特增长</strong>。因此，如果公司完全释放技术升级带来的新增产能，很容易重新制造供过于求的局面。通过在节点切换期间主动减少晶圆产出，闪迪可以控制进入市场的比特量，从而更好地维护价格、利润率和资本效率。</p><p style=\"text-align: left;\">这套思路也解释了为什么闪迪敢于给出约80%的长期毛利率目标：技术进步带来的比特密度提升，不一定全部转化为供给增长，公司可以主动“踩刹车”，将部分技术红利转化为盈利能力。</p><h2 style=\"text-align: left;\">“赚到的钱”更多返还股东：超额现金100%回购或分红</h2><p style=\"text-align: left;\">除了营收和利润率目标，闪迪还给出了非常明确的资本回报承诺。</p><p style=\"text-align: left;\">闪迪首席财务官（CFO）Luis Visoso表示，在完成支持业务增长所需的投资之后，公司预计将把<strong>100%的超额现金返还给股东</strong>。</p><p style=\"text-align: left;\">这意味着，闪迪未来的资本配置框架将围绕三条主线展开：首先投资于支持增长的业务和技术，其次保持强劲的自由现金流创造能力，最后将剩余现金尽可能返还给股东。</p><p style=\"text-align: left;\">而约<strong>50%的调整后自由现金流利润率</strong>，意味着如果长期财务模型能够兑现，闪迪未来产生现金的能力将非常强，这也是市场愿意给予其更高估值的重要原因之一。</p><h2 style=\"text-align: left;\">八大客户签长期协议，已覆盖FY2028约三分之二比特出货量</h2><p style=\"text-align: left;\">闪迪之所以对上述长期财务模型表现出较强信心，一个重要原因在于公司正在改变传统NAND行业的商业模式。</p><p style=\"text-align: left;\">公司披露，目前已经与<strong>8家客户</strong>签署新商业模式（NBM）协议。这些协议包括承诺采购量、具有约束力的合同框架、最低财务保障以及结构化定价机制，可以加强客户需求与公司产能规划之间的匹配，并降低传统存储行业周期性波动的影响。</p><p style=\"text-align: left;\">更重要的是，这些协议覆盖的规模已经相当可观：目前签署的NBM协议约覆盖<strong>FY2027比特出货量的50%</strong>，以及<strong>FY2028比特出货量的约三分之二</strong>。</p><p style=\"text-align: left;\">闪迪认为，这种模式能够带来更加可预测的营收、更高的现金流可见度以及更加持久的盈利增长。</p><p style=\"text-align: left;\">换句话说，闪迪不仅在押注AI带来的存储需求增长，也在试图通过长期协议把传统NAND业务较强的周期属性部分转化为更加稳定、可预测的收入和现金流。</p><h2 style=\"text-align: left;\">AI推理催生更大存储市场，2030年企业级闪存TAM料达1.2ZB</h2><p style=\"text-align: left;\">闪迪对未来三年高增长的另一大支撑，是AI从训练向推理扩张后，对存储基础设施提出的新需求。</p><p style=\"text-align: left;\">公司表示，AI推理工作负载正在推动Token使用量快速增长，KV Cache正在重塑数据中心的内存层级。随着AI推理规模扩大，AI数据中心将变得更加依赖存储，闪迪预计，到<strong>2030年企业数据中心闪存的总可用市场（TAM）将达到1.2泽字节（ZB）</strong>。</p><p style=\"text-align: left;\">在技术层面，闪迪正在推进基于CMOS直接键合阵列（CBA）的二维扩展战略，以便更加灵活地开发满足不同市场需求的定制产品，同时提高资本效率。</p><p style=\"text-align: left;\">公司最新的BiCS9 QLC技术就是这一战略的首个案例。该技术将BiCS8阵列与基于BiCS10的CMOS晶圆结合；与此同时，新的BiCS10 QLC节点较BiCS8实现<strong>60%的比特密度提升</strong>。</p><h2 style=\"text-align: left;\">HBF押注AI推理，存储板块集体大涨</h2><p style=\"text-align: left;\">闪迪还在推进面向AI推理的新型高带宽闪存（HBF）技术。公司称，HBF正在成为应对AI推理时代存储需求的重要技术方案，目前相关产业生态也正在形成。</p><p style=\"text-align: left;\">在市场看来，这意味着闪迪的AI存储逻辑已经不再局限于“AI数据中心需要更多SSD”，而是进一步延伸至AI推理架构本身对<strong>更高性能、更低功耗和更高存储密度</strong>的需求。</p><p style=\"text-align: left;\">这一预期也迅速传导至整个存储板块。闪迪自身的涨势更为突出：在公布长期财务目标后，其股价盘中一度涨近18%。今年以来，闪迪股价累计涨幅已经超过530%。</p><p style=\"text-align: left;\">不过，闪迪同时强调，前述长期财务目标属于前瞻性指标，建立在一系列估计和假设基础上，实际结果仍可能受到需求、平均售价、竞争、技术迭代、供应链以及存储行业周期等因素影响。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b4be70e998606c6ffabafd2bbe737fa8","relate_stocks":{"OPTZ":"Optimize Strategy Index Etf","PTF":"Invesco Dorsey Wright Technology Momentum ETF","LU2063271972.USD":"富兰克林创新领域基金","QQQG":"Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","TMSL":"T. Rowe Price Small-Mid Cap ETF","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","SNDC":"2倍做多SNDK ETF-Corgi","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","SNDG":"2倍做多SNDK ETF-Leverage Shares","LU1861215975.USD":"贝莱德新一代科技基金 A2","SNDQ":"2倍做空SNDK ETF-Tradr","SNDK":"闪迪","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","SNDU":"2倍做多SNDK ETF-T-REX","SNXX":"2倍做多SNDK ETF-Tradr","LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","SCHA":"Schwab US Small-Cap ETF","SCHM":"Schwab U.S. Mid-Cap ETF","COWG":"Pacer US Large Cap Cash Cows Growth Leaders ETF","FCUS":"PINNACLE FOCUSED OPPORTUNITIES ETF","FSMD":"Fidelity Small-Mid Multifactor ETF","BK4170":"电脑硬件、储存设备及电脑周边","DISK":"Tema Memory ETF"},"source_url":"https://wallstreetcn.com/articles/3779397","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2659160313","content_text":"AI推理需求持续推高存储需求之际，闪迪给出了极为激进的长期财务目标。美东时间23日周四，闪迪在2026年投资者日公布长期财务模型，提出一系列2028财年至2030财年将要达到的财务目标，包括这期间内，公司营收将保持中高双位数增长。闪迪还澄清市场对比特增长的疑虑，提出可供销售比特量将根据盈利优化需要调整，同时承诺，在完成业务投资后，将把100%的剩余现金返还股东。消息公布后，市场迅速用股价投票。闪迪（SNDK）周四盘中涨幅一度扩大至17.6%；存储板块同步走强。到收盘，闪迪涨近14%，SK海力士和西部数据涨超7%，希捷科技涨近5%，美光科技涨逾4%。FY2028-30目标：毛利率80%、营业利润率75%此次投资者日最受市场关注的，无疑是闪迪给出的长期财务模型。公司预计，在2028至2030财年期间，营收将保持中高双位数增长，增速与比特出货量增长相匹配；与此同时，非GAAP口径下，毛利率预计维持在约80%，营业利润率约为75%。这里需要特别注意财年的时间概念。闪迪的财年并不与自然年重合，公司财年截至最接近6月30日的周五，通常为52周，2026财年、即上一财年于2026年7月3日结束。2026年7月初已经进入2027财年，因此此次公布的2028至2030财年区间并非自然年2028年至2030年，而是指从2027年7月左右开始、连续三个财年的未来区间。在这一财务模型下，闪迪预计运营费用占营收比例约为5%，其他收入及支出不会产生重大影响。即使计入税收、资本开支以及支撑业务增长所需的营运资金，公司仍预计调整后自由现金流利润率能够达到约50%。对于此前高度周期性的NAND存储行业而言，这组目标尤其激进。闪迪实际上是在向市场传递一个明确判断：AI驱动的存储需求增长，有望让公司未来数年的营收增长与盈利能力保持在远高于传统存储周期平均水平的位置。不盲目追求“比特量”：闪迪将根据盈利能力灵活调节可销售产量而闪迪此次释放的另一个重要信号，是公司并不准备简单地以扩大比特出货量作为增长目标，而是会主动根据盈利能力调整可供销售的比特量。此前市场曾关注闪迪FY2027的比特量增长指引：公司预计输入端比特量增长达到中高双位数，而可供销售的输出比特量增长则可能低于这一水平。投资者日上，管理层进一步澄清，这并不意味着公司缺乏扩大产出的能力。据Lynx Equity Strategies分析师KC Rajkumar对管理层表态的解读，闪迪CEO David Goeckeler明确表示，长期输入比特量增长目标为中高双位数，但可供销售的比特量将根据优化盈利能力的需要灵活调整；在某些时期，实际输出比特量增长甚至可能超过中高双位数。这意味着，闪迪更看重的是“每一比特能赚多少钱”，而不是单纯追求“卖出多少比特”。尤其是在NAND技术节点切换过程中，公司还会有选择地削减晶圆产出，以避免新技术带来的比特密度提升过快、进而导致市场供应过剩。Rajkumar指出，闪迪每次NAND技术节点切换平均能够带来约54%的比特增长。因此，如果公司完全释放技术升级带来的新增产能，很容易重新制造供过于求的局面。通过在节点切换期间主动减少晶圆产出，闪迪可以控制进入市场的比特量，从而更好地维护价格、利润率和资本效率。这套思路也解释了为什么闪迪敢于给出约80%的长期毛利率目标：技术进步带来的比特密度提升，不一定全部转化为供给增长，公司可以主动“踩刹车”，将部分技术红利转化为盈利能力。“赚到的钱”更多返还股东：超额现金100%回购或分红除了营收和利润率目标，闪迪还给出了非常明确的资本回报承诺。闪迪首席财务官（CFO）Luis Visoso表示，在完成支持业务增长所需的投资之后，公司预计将把100%的超额现金返还给股东。这意味着，闪迪未来的资本配置框架将围绕三条主线展开：首先投资于支持增长的业务和技术，其次保持强劲的自由现金流创造能力，最后将剩余现金尽可能返还给股东。而约50%的调整后自由现金流利润率，意味着如果长期财务模型能够兑现，闪迪未来产生现金的能力将非常强，这也是市场愿意给予其更高估值的重要原因之一。八大客户签长期协议，已覆盖FY2028约三分之二比特出货量闪迪之所以对上述长期财务模型表现出较强信心，一个重要原因在于公司正在改变传统NAND行业的商业模式。公司披露，目前已经与8家客户签署新商业模式（NBM）协议。这些协议包括承诺采购量、具有约束力的合同框架、最低财务保障以及结构化定价机制，可以加强客户需求与公司产能规划之间的匹配，并降低传统存储行业周期性波动的影响。更重要的是，这些协议覆盖的规模已经相当可观：目前签署的NBM协议约覆盖FY2027比特出货量的50%，以及FY2028比特出货量的约三分之二。闪迪认为，这种模式能够带来更加可预测的营收、更高的现金流可见度以及更加持久的盈利增长。换句话说，闪迪不仅在押注AI带来的存储需求增长，也在试图通过长期协议把传统NAND业务较强的周期属性部分转化为更加稳定、可预测的收入和现金流。AI推理催生更大存储市场，2030年企业级闪存TAM料达1.2ZB闪迪对未来三年高增长的另一大支撑，是AI从训练向推理扩张后，对存储基础设施提出的新需求。公司表示，AI推理工作负载正在推动Token使用量快速增长，KV Cache正在重塑数据中心的内存层级。随着AI推理规模扩大，AI数据中心将变得更加依赖存储，闪迪预计，到2030年企业数据中心闪存的总可用市场（TAM）将达到1.2泽字节（ZB）。在技术层面，闪迪正在推进基于CMOS直接键合阵列（CBA）的二维扩展战略，以便更加灵活地开发满足不同市场需求的定制产品，同时提高资本效率。公司最新的BiCS9 QLC技术就是这一战略的首个案例。该技术将BiCS8阵列与基于BiCS10的CMOS晶圆结合；与此同时，新的BiCS10 QLC节点较BiCS8实现60%的比特密度提升。HBF押注AI推理，存储板块集体大涨闪迪还在推进面向AI推理的新型高带宽闪存（HBF）技术。公司称，HBF正在成为应对AI推理时代存储需求的重要技术方案，目前相关产业生态也正在形成。在市场看来，这意味着闪迪的AI存储逻辑已经不再局限于“AI数据中心需要更多SSD”，而是进一步延伸至AI推理架构本身对更高性能、更低功耗和更高存储密度的需求。这一预期也迅速传导至整个存储板块。闪迪自身的涨势更为突出：在公布长期财务目标后，其股价盘中一度涨近18%。今年以来，闪迪股价累计涨幅已经超过530%。不过，闪迪同时强调，前述长期财务目标属于前瞻性指标，建立在一系列估计和假设基础上，实际结果仍可能受到需求、平均售价、竞争、技术迭代、供应链以及存储行业周期等因素影响。","news_type":1,"symbols_score_info":{"SNDU":0.6,"FSMD":0.6,"FCUS":0.6,"SNDQ":0.6,"DISK":0.6,"TMSL":0.6,"SNXX":0.6,"SNDC":0.6,"PTF":0.6,"SCHM":0.6,"SNDG":0.6,"SCHA":0.6,"QQQG":0.6,"COWG":0.6,"SNDK":2.1,"OPTZ":0.6}},"isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596612838232888,"gmtCreate":1786675586094,"gmtModify":1786675587900,"author":{"id":"3582775585343989","authorId":"3582775585343989","name":"多云轩","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775585343989","authorIdStr":"3582775585343989"},"themes":[],"title":"","htmlText":"长期看200年后还是涨","listText":"长期看200年后还是涨","text":"长期看200年后还是涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596612838232888","repostId":"2659194115","repostType":2,"repost":{"id":"2659194115","kind":"news","pubTimestamp":1786674243,"share":"https://www.laohunote.com/m/news/2659194115?lang=zh_CN&edition=full","pubTime":"2026-08-14 10:24","market":"hk","language":"zh","title":"闪迪长期财务指引远超预期，带动港股存储走高","url":"https://stock-news.laohu8.com/highlight/detail?id=2659194115","media":"智通财经","summary":"消息面上，隔夜存储巨头$闪迪$大涨超13%，并带动美股存储概念大涨。闪迪在投资者日给出的长期财务目标远超预期，令市场开始重新审视过去对NAND的周期定价逻辑。闪迪预计，在2028至2030财年期间，营收将保持中高双位数增长；非GAAP口径下，毛利率预计维持在约80%，营业利润率约为75%。分析认为，公司实则是在传递一个明确信号：AI驱动的存储需求增长，有望令其未来数年的营收增速与盈利能力中枢显著高于传统存储周期平均水平。","content":"<html><head></head><body><p style=\"text-align: left;\">8月14日，存储概念涨幅居前，截至发稿， <a href=\"https://laohu8.com/S/07709\">南方两倍做多海力士</a>涨10.18%，报37港元；<a href=\"https://laohu8.com/S/07747\">南方两倍做多三星电子</a>(07747)涨4.05%，报82.8港元；<a href=\"https://laohu8.com/S/603986\">兆易创新</a>(03986)涨2.2%，报512港元；<a href=\"https://laohu8.com/S/688008\">澜起科技</a>(06809)涨2.23%，报293.2港元。</p><p style=\"text-align: left;\">消息面上，隔夜存储巨头<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>大涨超13%，并带动美股存储概念大涨。闪迪在投资者日给出的长期财务目标远超预期，令市场开始重新审视过去对NAND的周期定价逻辑。闪迪预计，在2028至2030财年期间，营收将保持中高双位数增长；非GAAP口径下，毛利率预计维持在约80%，营业利润率约为75%。分析认为，公司实则是在传递一个明确信号：AI驱动的存储需求增长，有望令其未来数年的营收增速与盈利能力中枢显著高于传统存储周期平均水平。</p><p style=\"text-align: left;\">另据报道，SK海力士董事长崔泰源表示，明年可能将成为近几年最严重的内存短缺年。随着AI服务器需求持续爆发，HBM高带宽存储供不应求，不少科技巨头甚至提前赶到韩国抢签长期协议。面对蜂拥而至的订单，海力士坦言产能有限，即使全力扩产，也难以满足所有客户需求。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>闪迪长期财务指引远超预期，带动港股存储走高</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1479862.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"603986":"兆易创新","688008":"澜起科技","SKHZ":"1倍做空海力士ETF-Leverage Shares","SNDC":"2倍做多SNDK ETF-Corgi","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","07709":"南方东英SK海力士每日杠杆最多 (2x) 产品","SNDG":"2倍做多SNDK ETF-Leverage Shares","LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","SNDQ":"2倍做空SNDK ETF-Tradr","SK":"2倍做多海力士ETF-Corgi","06809":"澜起科技","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU2543165471.USD":"E FUND (HK) 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Rowe Price Small-Mid Cap ETF","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1479862.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2659194115","content_text":"8月14日，存储概念涨幅居前，截至发稿， 南方两倍做多海力士涨10.18%，报37港元；南方两倍做多三星电子(07747)涨4.05%，报82.8港元；兆易创新(03986)涨2.2%，报512港元；澜起科技(06809)涨2.23%，报293.2港元。消息面上，隔夜存储巨头闪迪大涨超13%，并带动美股存储概念大涨。闪迪在投资者日给出的长期财务目标远超预期，令市场开始重新审视过去对NAND的周期定价逻辑。闪迪预计，在2028至2030财年期间，营收将保持中高双位数增长；非GAAP口径下，毛利率预计维持在约80%，营业利润率约为75%。分析认为，公司实则是在传递一个明确信号：AI驱动的存储需求增长，有望令其未来数年的营收增速与盈利能力中枢显著高于传统存储周期平均水平。另据报道，SK海力士董事长崔泰源表示，明年可能将成为近几年最严重的内存短缺年。随着AI服务器需求持续爆发，HBM高带宽存储供不应求，不少科技巨头甚至提前赶到韩国抢签长期协议。面对蜂拥而至的订单，海力士坦言产能有限，即使全力扩产，也难以满足所有客户需求。","news_type":1,"symbols_score_info":{"603986":1.93,"688008":1.92,"OPTZ":0.6,"SNXX":0.6,"PTF":0.6,"SKHZ":0.6,"SCHA":0.6,"06809":1.92,"SKHA":0.6,"QQQG":0.6,"SKHX":0.6,"07709":2,"CNAV":0.6,"SKHY":1.97,"SNDU":0.6,"SNDK":1.9,"SNDQ":0.6,"HYNX":0.6,"SNDC":0.6,"FSMD":0.6,"SCHM":0.6,"SKDD":0.6,"SNDG":0.6,"07747":1.95,"DISK":0.6,"SKHU":0.6,"SK":0.6,"SKUU":0.6,"TMSL":0.6,"COWG":0.6,"03986":1.93,"FCUS":0.6}},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570446365103152,"gmtCreate":1780273411702,"gmtModify":1780277808148,"author":{"id":"3582775585343989","authorId":"3582775585343989","name":"多云轩","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775585343989","authorIdStr":"3582775585343989"},"themes":[],"title":"","htmlText":"哇","listText":"哇","text":"哇","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570446365103152","repostId":"1126722787","repostType":2,"repost":{"id":"1126722787","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":1780272654,"share":"https://www.laohunote.com/m/news/1126722787?lang=zh_CN&edition=full","pubTime":"2026-06-01 08:10","market":"us","language":"zh","title":"美股夜盘 | 云计算服务商走强，IBM续涨逾13%、慧与科技、ServiceNow涨超10%；ARM续涨逾8%，该股年初至今累涨220%","url":"https://stock-news.laohu8.com/highlight/detail?id=1126722787","media":"老虎资讯综合","summary":"6月1日，美股夜盘时段，云计算服务商走强，$IBM(IBM)$涨逾13%、$慧与科技(HPE)$、$ServiceNow(NOW)$涨超10%、$甲骨文(ORCL)$涨超5%，$CoreWeave(CRWV)$、$NEBIUS(NBIS)$涨超3%；$ARM(ARM)$续涨逾8%，该股年初至今累涨涨220%；$戴尔(DELL)$续涨逾4%，Q1业绩大超预期叠加多家投行上调目标价延续强势。","content":"<html><head></head><body><p>6月1日，美股夜盘时段，云计算服务商走强，<a href=\"https://laohu8.com/S/IBM\">IBM</a>涨逾13%、<a href=\"https://laohu8.com/S/HPE\">慧与科技</a>、<a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>涨超10%、<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>涨超5%，<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>、<a href=\"https://laohu8.com/S/NBIS\">NEBIUS</a>涨超3%；</p><p>软件股延续强势，<a href=\"https://laohu8.com/S/CRM\">赛富时</a>涨超6%，<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>涨超5%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>涨超3%；</p><p><a href=\"https://laohu8.com/S/ARM\">ARM</a>续涨逾8%，该股年初至今累涨220%；该股近期持续受益于AI推理CPU需求爆发叙事；</p><p><a href=\"https://laohu8.com/S/DELL\">戴尔</a>续涨逾4%，上个交易日飙涨逾32%，Q1业绩大超预期叠加多家投行上调目标价延续强势；</p><p><a href=\"https://laohu8.com/S/TMHC\">Taylor Morrison</a>涨20%，伯克希尔宣布将斥资85亿美元对其收购，逆势加码美国楼市。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股夜盘 | 云计算服务商走强，IBM续涨逾13%、慧与科技、ServiceNow涨超10%；ARM续涨逾8%，该股年初至今累涨220%</title>\n<style 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08:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月1日，美股夜盘时段，云计算服务商走强，<a href=\"https://laohu8.com/S/IBM\">IBM</a>涨逾13%、<a href=\"https://laohu8.com/S/HPE\">慧与科技</a>、<a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>涨超10%、<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>涨超5%，<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>、<a href=\"https://laohu8.com/S/NBIS\">NEBIUS</a>涨超3%；</p><p>软件股延续强势，<a href=\"https://laohu8.com/S/CRM\">赛富时</a>涨超6%，<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>涨超5%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>涨超3%；</p><p><a href=\"https://laohu8.com/S/ARM\">ARM</a>续涨逾8%，该股年初至今累涨220%；该股近期持续受益于AI推理CPU需求爆发叙事；</p><p><a href=\"https://laohu8.com/S/DELL\">戴尔</a>续涨逾4%，上个交易日飙涨逾32%，Q1业绩大超预期叠加多家投行上调目标价延续强势；</p><p><a href=\"https://laohu8.com/S/TMHC\">Taylor Morrison</a>涨20%，伯克希尔宣布将斥资85亿美元对其收购，逆势加码美国楼市。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4581":"高盛持仓","BK4543":"AI","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1923622614.USD":"Natixis Thematics Meta R/A USD","SKYU":"ProShares Ultra Nasdaq Cloud Computing ETF","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) 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Morrison涨20%，伯克希尔宣布将斥资85亿美元对其收购，逆势加码美国楼市。","news_type":1,"symbols_score_info":{"HPE":1.5,"ARMW":0.6,"ARMU":0.6,"IBM":1.5,"ARM":1.5,"NOWL":0.6,"NOW":1.5,"SKYU":1.5,"ARMG":0.6}},"isVote":1,"tweetType":1,"viewCount":1344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":569239402501640,"gmtCreate":1779978750809,"gmtModify":1779980310854,"author":{"id":"3582775585343989","authorId":"3582775585343989","name":"多云轩","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775585343989","authorIdStr":"3582775585343989"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> 太猛了","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> 太猛了","text":"$超微电脑(SMCI)$ 太猛了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569239402501640","isVote":1,"tweetType":1,"viewCount":1204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566151652127776,"gmtCreate":1779254936045,"gmtModify":1779256456654,"author":{"id":"3582775585343989","authorId":"3582775585343989","name":"多云轩","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775585343989","authorIdStr":"3582775585343989"},"themes":[],"title":"","htmlText":"芯片股拉指数","listText":"芯片股拉指数","text":"芯片股拉指数","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566151652127776","repostId":"1185745739","repostType":2,"repost":{"id":"1185745739","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":1779254662,"share":"https://www.laohunote.com/m/news/1185745739?lang=zh_CN&edition=full","pubTime":"2026-05-20 13:24","market":"us","language":"zh","title":"港股异动 | 芯片股拉升，华虹半导体、长光辰芯涨超13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1185745739","media":"老虎资讯综合","summary":"5月20日，港股芯片股盘中拉升，$华虹半导体(01347)$、$长光辰芯(03277)$涨超13%，$兆易创新(03986)$涨超12%，$中芯国际(00981)$涨超12%，$壁仞科技(06082)$涨7%，$英诺赛科(02577)$涨超6%，$ASMPT(00522)$涨超5%。","content":"<html><head></head><body><p>5月20日，港股芯片股盘中拉升，<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>、<a href=\"https://laohu8.com/S/03277\">长光辰芯</a>涨超13%，<a href=\"https://laohu8.com/S/00981\">中芯国际</a>、<a href=\"https://laohu8.com/S/03986\">兆易创新</a>涨超12%，<a href=\"https://laohu8.com/S/06082\">壁仞科技</a>涨7%，<a href=\"https://laohu8.com/S/02577\">英诺赛科</a>涨超6%，<a href=\"https://laohu8.com/S/00522\">ASMPT</a>涨超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbbe0dff8e125b7fb218069496c51543\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></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>港股异动 | 芯片股拉升，华虹半导体、长光辰芯涨超13%</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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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\">2026-05-20 13:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月20日，港股芯片股盘中拉升，<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>、<a href=\"https://laohu8.com/S/03277\">长光辰芯</a>涨超13%，<a href=\"https://laohu8.com/S/00981\">中芯国际</a>、<a href=\"https://laohu8.com/S/03986\">兆易创新</a>涨超12%，<a href=\"https://laohu8.com/S/06082\">壁仞科技</a>涨7%，<a href=\"https://laohu8.com/S/02577\">英诺赛科</a>涨超6%，<a href=\"https://laohu8.com/S/00522\">ASMPT</a>涨超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbbe0dff8e125b7fb218069496c51543\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"159813":"芯片","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","FTXL":"First Trust Nasdaq Semiconductor ETF","SOXS":"三倍做空半导体ETF-Direxion Daily","SSG":"Proshares Ultrashort Semiconductors","BK4535":"淡马锡持仓","TEKX":"SPDR Galaxy Transformative Tech Accelerators ETF","01347":"华虹宏力","SOXX":"iShares费城交易所半导体ETF","BK1163":"半导体产品","BK1589":"北水核心资产","BK4588":"碎股","SOXY":"YieldMax Target 12 Semiconductor Option Income ETF","USD":"ProShares Ultra Semiconductors","VXUS":"国际股票ETF-Vanguard","SMHX":"VanEck Fabless Semiconductor ETF","CHPS":"XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","XSD":"SPDR S&P Semiconductor ETF","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0320764599.SGD":"FTIF - Templeton China A Acc 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18:44","market":"hk","language":"zh","title":"马云与管理层继续增持，连日累计买入阿里巴巴超8亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1170982050","media":"老虎资讯综合","summary":"8月25日，消息人士透露，随着阿里发起配售融资，阿里巴巴创始人马云连日增持阿里港股，总额已超6亿港元，表达对阿里AI前景的坚定看好。","content":"<html><head></head><body><p>8月25日，消息人士透露，随着阿里发起配售融资，阿里巴巴创始人马云连日增持阿里港股，总额已超6亿港元，表达对阿里AI前景的坚定看好。受此消息提振，阿里巴巴美股盘前短线拉升，现涨超2%。</p><p>结合此前港交所信息，阿里集团主席蔡崇信、CEO吴泳铭连续两天已增持约2亿港元，马云与阿里管理层近日累计增持总额已超8亿港元，表达对阿里AI前景的坚定看好，激发市场信心。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71ce34321129bea06fa22c099e385778\" tg-width=\"864\" tg-height=\"734\"/></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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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马云与管理层继续增持，连日累计买入阿里巴巴超8亿港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-08-25 18:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月25日，消息人士透露，随着阿里发起配售融资，阿里巴巴创始人马云连日增持阿里港股，总额已超6亿港元，表达对阿里AI前景的坚定看好。受此消息提振，阿里巴巴美股盘前短线拉升，现涨超2%。</p><p>结合此前港交所信息，阿里集团主席蔡崇信、CEO吴泳铭连续两天已增持约2亿港元，马云与阿里管理层近日累计增持总额已超8亿港元，表达对阿里AI前景的坚定看好，激发市场信心。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71ce34321129bea06fa22c099e385778\" tg-width=\"864\" tg-height=\"734\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"BABC":"Corgi BABA 2x Daily ETF","BABW":"Roundhill BABA WeeklyPay ETF","KBAB":"2倍做多BABA ETF-KraneShares","BBYY":"GraniteShares YieldBOOST BABA ETF","BABA":"阿里巴巴","09988":"阿里巴巴-W","BABO":"BABA期权收益策略ETF-YieldMax","BABX":"2倍做多BABA ETF-GraniteShares","BABU":"Direxion Daily BABA Bull 2X 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href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> 太猛了","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> 太猛了","text":"$超微电脑(SMCI)$ 太猛了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569239402501640","isVote":1,"tweetType":1,"viewCount":1204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600572686893688,"gmtCreate":1787649996439,"gmtModify":1787649998594,"author":{"id":"3582775585343989","authorId":"3582775585343989","name":"多云轩","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582775585343989","idStr":"3582775585343989"},"themes":[],"title":"","htmlText":"差点儿看成8000亿","listText":"差点儿看成8000亿","text":"差点儿看成8000亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600572686893688","repostId":"1176072734","repostType":2,"repost":{"id":"1176072734","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":1787649887,"share":"https://www.laohunote.com/m/news/1176072734?lang=zh_CN&edition=full","pubTime":"2026-08-25 17:24","market":"hk","language":"zh","title":"蔡崇信两日累计增持1.6亿港元阿里股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1176072734","media":"老虎资讯综合","summary":"8月25日，据港交所信息，阿里巴巴集团主席蔡崇信再次增持约8200万港元阿里巴巴股票。这是阿里新股配售后，蔡崇信个人连续第二个交易日出手，两日累计增持金额已达1.6亿港元。","content":"<html><head></head><body><p>8月25日，据港交所信息，阿里巴巴集团主席蔡崇信再次增持约8200万港元阿里巴巴股票。这是阿里新股配售后，蔡崇信个人连续第二个交易日出手，两日累计增持金额已达1.6亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd7751250a13e72daeb8a38196ef7439\" tg-width=\"1347\" tg-height=\"711\"/></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>蔡崇信两日累计增持1.6亿港元阿里股票</title>\n<style 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17:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月25日，据港交所信息，阿里巴巴集团主席蔡崇信再次增持约8200万港元阿里巴巴股票。这是阿里新股配售后，蔡崇信个人连续第二个交易日出手，两日累计增持金额已达1.6亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd7751250a13e72daeb8a38196ef7439\" tg-width=\"1347\" tg-height=\"711\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"BABA":"阿里巴巴","BABU":"Direxion Daily BABA Bull 2X ETF","BABC":"Corgi BABA 2x Daily ETF","BBYY":"GraniteShares YieldBOOST BABA ETF","BABW":"Roundhill BABA WeeklyPay ETF","KBAB":"2倍做多BABA ETF-KraneShares","09988":"阿里巴巴-W","BABX":"2倍做多BABA 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17:46","market":"us","language":"zh","title":"蔡崇信、吴泳铭合计增持1.2亿港元阿里股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1121308892","media":"老虎资讯综合","summary":"据了解，蔡崇信此次买入72万股阿里巴巴港股，均价约112港元，耗资约8000万港元；CEO吴泳铭买入35万股阿里巴巴港股，均价约111.6港元，耗资约4000万港元。两人合计增持107万股，总金额约1.2亿港元。市场人士认为，管理层在配售公布次日以个人名义增持，体现对公司AI战略充满信心。","content":"<html><head></head><body><p style=\"text-align: start;\">8月24日，据<a href=\"https://laohu8.com/S/00388\">港交所</a>最新信息，在<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>宣布800亿港元新股配售计划后，集团主席蔡崇信、CEO吴泳铭出手增持合计约1.2亿港元<a href=\"https://laohu8.com/S/09988\">阿里</a>股票，对公司AI战略投下信心票。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30de5680739320509dfecddad785b085\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: start;\">据了解，蔡崇信此次买入72万股阿里巴巴港股，均价约112港元，耗资约8000万港元；CEO吴泳铭买入35万股阿里巴巴港股，均价约111.6港元，耗资约4000万港元。两人合计增持107万股，总金额约1.2亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21f6210977ae7cdf4963610671ac8e10\" title=\"\" tg-width=\"1368\" tg-height=\"621\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bad9055120f7ce1c6bda941b6a347b60\" title=\"\" tg-width=\"1365\" tg-height=\"618\"/></p><p style=\"text-align: start;\">此前一日，阿里巴巴宣布800亿港元新股配售，所得款项将全部投入全栈AI能力和AI基础设施建设。据报道，配售获全球主权财富基金等长线投资者积极认购，最终实现近3倍超额认购。市场人士认为，管理层在配售公布次日以个人名义增持，体现对公司AI战略充满信心。</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>蔡崇信、吴泳铭合计增持1.2亿港元阿里股票</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蔡崇信、吴泳铭合计增持1.2亿港元阿里股票\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\">2026-08-24 17:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">8月24日，据<a href=\"https://laohu8.com/S/00388\">港交所</a>最新信息，在<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>宣布800亿港元新股配售计划后，集团主席蔡崇信、CEO吴泳铭出手增持合计约1.2亿港元<a href=\"https://laohu8.com/S/09988\">阿里</a>股票，对公司AI战略投下信心票。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30de5680739320509dfecddad785b085\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: start;\">据了解，蔡崇信此次买入72万股阿里巴巴港股，均价约112港元，耗资约8000万港元；CEO吴泳铭买入35万股阿里巴巴港股，均价约111.6港元，耗资约4000万港元。两人合计增持107万股，总金额约1.2亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21f6210977ae7cdf4963610671ac8e10\" title=\"\" tg-width=\"1368\" tg-height=\"621\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bad9055120f7ce1c6bda941b6a347b60\" title=\"\" tg-width=\"1365\" tg-height=\"618\"/></p><p style=\"text-align: start;\">此前一日，阿里巴巴宣布800亿港元新股配售，所得款项将全部投入全栈AI能力和AI基础设施建设。据报道，配售获全球主权财富基金等长线投资者积极认购，最终实现近3倍超额认购。市场人士认为，管理层在配售公布次日以个人名义增持，体现对公司AI战略充满信心。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121308892","content_text":"8月24日，据港交所最新信息，在阿里巴巴宣布800亿港元新股配售计划后，集团主席蔡崇信、CEO吴泳铭出手增持合计约1.2亿港元阿里股票，对公司AI战略投下信心票。据了解，蔡崇信此次买入72万股阿里巴巴港股，均价约112港元，耗资约8000万港元；CEO吴泳铭买入35万股阿里巴巴港股，均价约111.6港元，耗资约4000万港元。两人合计增持107万股，总金额约1.2亿港元。此前一日，阿里巴巴宣布800亿港元新股配售，所得款项将全部投入全栈AI能力和AI基础设施建设。据报道，配售获全球主权财富基金等长线投资者积极认购，最终实现近3倍超额认购。市场人士认为，管理层在配售公布次日以个人名义增持，体现对公司AI战略充满信心。","news_type":1,"symbols_score_info":{"BABA":2,"09988":2}},"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":597630350402264,"gmtCreate":1786924068521,"gmtModify":1786924070399,"author":{"id":"3582775585343989","authorId":"3582775585343989","name":"多云轩","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582775585343989","idStr":"3582775585343989"},"themes":[],"title":"","htmlText":"哪里来这么多资金烧啊，股市承压","listText":"哪里来这么多资金烧啊，股市承压","text":"哪里来这么多资金烧啊，股市承压","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/597630350402264","repostId":"2659726441","repostType":2,"repost":{"id":"2659726441","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":1786921200,"share":"https://www.laohunote.com/m/news/2659726441?lang=zh_CN&edition=full","pubTime":"2026-08-17 07:00","market":"fut","language":"zh","title":"英伟达5000亿AI融资计划暗藏隐忧，特朗普顾问警示“暗GPU”过剩风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2659726441","media":"华尔街见闻","summary":"特朗普科技顾问David Sacks在播客中警告，英伟达5000亿美元AI融资计划面临的最大风险是算力过剩，并将其类比为互联网泡沫后的“暗光纤”危机——若GPU大量闲置、价格崩溃，将重创整个AI基础设施投资链。他同时指出，数据中心建设的政治阻力反而可能防止过剩发生。","content":"<html><head></head><body><blockquote><p>特朗普科技顾问David Sacks在播客中警告，英伟达5000亿美元AI融资计划面临的最大风险是算力过剩，并将其类比为互联网泡沫后的“暗光纤”危机——若GPU大量闲置、价格崩溃，将重创整个AI基础设施投资链。他同时指出，数据中心建设的政治阻力反而可能防止过剩发生。</p></blockquote><p style=\"text-align: left;\">英伟达将GPU打包成金融资产的宏大计划，正面临来自白宫内部的风险预警。</p><p style=\"text-align: left;\">近日，特朗普总统科学与技术顾问委员会成员David Sacks在&#34;All In Podcast&#34;节目中表示，英伟达与投资机构合作、将GPU打造为可融资生息资产的计划，其最大威胁并非需求不足，而是算力供给过剩——一旦出现&#34;暗GPU&#34;（dark GPU）局面，将对整个AI基础设施投资链条造成系统性冲击。</p><p style=\"text-align: left;\">Sacks的表态，是迄今为止来自特朗普政府圈子内部对这一AI融资热潮最直接的风险提示。</p><h2 id=\"id_2717510150\" style=\"text-align: left;\">什么是“暗GPU”风险</h2><p style=\"text-align: left;\">Sacks用互联网泡沫时代的&#34;暗光纤&#34;做类比，解释了他所担忧的场景。</p><p style=\"text-align: left;\">2000年代初，电信公司大规模铺设光纤，结果需求远不及预期，大量光纤闲置，价格崩溃，史称&#34;暗光纤&#34;危机。Sacks认为，GPU市场存在类似风险。</p><p style=\"text-align: left;\">他在节目中直接说道：<strong>&#34;对我来说，最大的风险不在需求侧，最大的风险是算力出现过剩、出现过度建设。就像互联网泡沫破裂后出现了暗光纤一样，如果出现暗GPU，那对所有人来说都将是一场灾难——尤其是那些在建设算力基础设施时，预期现货价格为每瓦30至50美元的人。&#34;</strong></p><p style=\"text-align: left;\">这里的&#34;每瓦30至50美元&#34;，指向的是马斯克此前对AI算力价值的公开估算。据报道，马斯克曾在SpaceX内部电话会议上表示，AI算力的价值大约为每瓦30至50美元，并据此推算，若能提供1吉瓦算力，到2027年底可带来3000亿至5000亿美元的营收。</p><p style=\"text-align: left;\">然而，算力基础设施提供商Nebius随后披露，其多年期云服务协议的年合同价值约为每兆瓦2000万至2500万美元。这一数字意味着，马斯克所预期的价格，实际上对应的是短期协议的溢价水平，而非行业普遍定价。</p><h2 id=\"id_450907365\" style=\"text-align: left;\">政治阻力反成“天然保险”</h2><p style=\"text-align: left;\">Sacks并未止步于风险警示，他同时给出了一个反直觉的判断：正是当前数据中心建设所面临的重重政治阻力，可能反而保护市场免于过剩。</p><p style=\"text-align: left;\">他说：&#34;如果突然间有太多人竞相供应算力，出现过剩，市场崩溃，那才是真正的风险。但奇怪的是，所有这些政治阻力恰恰对这种结果形成了保险。因为建设数据中心实在太难了——各种原因我们都说过了，现在还有一场道德恐慌、歇斯底里、甚至可以说是闹剧在上演。正是这些政治阻力，我认为几乎可以保证，相对于指数级增长的需求，不会出现供给过剩。所以从某种奇怪的角度来说，你反而是受到保护的。&#34;</p><p style=\"text-align: left;\">换言之，Sacks的逻辑是：建设壁垒越高，供给越难以快速扩张，过剩风险就越低。</p><h2 id=\"id_2141298744\" style=\"text-align: left;\">英伟达融资计划的核心逻辑</h2><p style=\"text-align: left;\">Sacks在节目中也解释了英伟达此次融资计划的根本动因：下游买家的资本开支缺口，已经大到单靠股权和债务融资无法覆盖。</p><p style=\"text-align: left;\">他以马斯克的扩张计划为例：&#34;马斯克计划明年新增大约6至8吉瓦算力，我们知道这需要3000亿至4000亿美元的资本开支。而他的公司刚刚通过股权和债务融资筹集了1000亿美元。显然，他们还需要通过其他方式来融资。&#34;</p><p style=\"text-align: left;\">Sacks认为，最直接的解法就是向英伟达申请卖方融资。他说：&#34;现在，Jensen（黄仁勋）正在创建一条信用额度，借助这些大型银行、大型私募股权机构，让这条信用额度向所有下游买家开放，这将使他们受益。&#34;</p><p style=\"text-align: left;\">英伟达此次计划的核心机制，是将GPU转化为类似金融证券的资产类别，并由英伟达提供残值支持，从而让GPU具备可融资、可产生收益的属性。Sacks将其定性为缓解当前AI基础设施建设融资瓶颈的关键举措。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达5000亿AI融资计划暗藏隐忧，特朗普顾问警示“暗GPU”过剩风险\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\">2026-08-17 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>特朗普科技顾问David Sacks在播客中警告，英伟达5000亿美元AI融资计划面临的最大风险是算力过剩，并将其类比为互联网泡沫后的“暗光纤”危机——若GPU大量闲置、价格崩溃，将重创整个AI基础设施投资链。他同时指出，数据中心建设的政治阻力反而可能防止过剩发生。</p></blockquote><p style=\"text-align: left;\">英伟达将GPU打包成金融资产的宏大计划，正面临来自白宫内部的风险预警。</p><p style=\"text-align: left;\">近日，特朗普总统科学与技术顾问委员会成员David Sacks在&#34;All In Podcast&#34;节目中表示，英伟达与投资机构合作、将GPU打造为可融资生息资产的计划，其最大威胁并非需求不足，而是算力供给过剩——一旦出现&#34;暗GPU&#34;（dark GPU）局面，将对整个AI基础设施投资链条造成系统性冲击。</p><p style=\"text-align: left;\">Sacks的表态，是迄今为止来自特朗普政府圈子内部对这一AI融资热潮最直接的风险提示。</p><h2 id=\"id_2717510150\" style=\"text-align: left;\">什么是“暗GPU”风险</h2><p style=\"text-align: left;\">Sacks用互联网泡沫时代的&#34;暗光纤&#34;做类比，解释了他所担忧的场景。</p><p style=\"text-align: left;\">2000年代初，电信公司大规模铺设光纤，结果需求远不及预期，大量光纤闲置，价格崩溃，史称&#34;暗光纤&#34;危机。Sacks认为，GPU市场存在类似风险。</p><p style=\"text-align: left;\">他在节目中直接说道：<strong>&#34;对我来说，最大的风险不在需求侧，最大的风险是算力出现过剩、出现过度建设。就像互联网泡沫破裂后出现了暗光纤一样，如果出现暗GPU，那对所有人来说都将是一场灾难——尤其是那些在建设算力基础设施时，预期现货价格为每瓦30至50美元的人。&#34;</strong></p><p style=\"text-align: left;\">这里的&#34;每瓦30至50美元&#34;，指向的是马斯克此前对AI算力价值的公开估算。据报道，马斯克曾在SpaceX内部电话会议上表示，AI算力的价值大约为每瓦30至50美元，并据此推算，若能提供1吉瓦算力，到2027年底可带来3000亿至5000亿美元的营收。</p><p style=\"text-align: left;\">然而，算力基础设施提供商Nebius随后披露，其多年期云服务协议的年合同价值约为每兆瓦2000万至2500万美元。这一数字意味着，马斯克所预期的价格，实际上对应的是短期协议的溢价水平，而非行业普遍定价。</p><h2 id=\"id_450907365\" style=\"text-align: left;\">政治阻力反成“天然保险”</h2><p style=\"text-align: left;\">Sacks并未止步于风险警示，他同时给出了一个反直觉的判断：正是当前数据中心建设所面临的重重政治阻力，可能反而保护市场免于过剩。</p><p style=\"text-align: left;\">他说：&#34;如果突然间有太多人竞相供应算力，出现过剩，市场崩溃，那才是真正的风险。但奇怪的是，所有这些政治阻力恰恰对这种结果形成了保险。因为建设数据中心实在太难了——各种原因我们都说过了，现在还有一场道德恐慌、歇斯底里、甚至可以说是闹剧在上演。正是这些政治阻力，我认为几乎可以保证，相对于指数级增长的需求，不会出现供给过剩。所以从某种奇怪的角度来说，你反而是受到保护的。&#34;</p><p style=\"text-align: left;\">换言之，Sacks的逻辑是：建设壁垒越高，供给越难以快速扩张，过剩风险就越低。</p><h2 id=\"id_2141298744\" style=\"text-align: left;\">英伟达融资计划的核心逻辑</h2><p style=\"text-align: left;\">Sacks在节目中也解释了英伟达此次融资计划的根本动因：下游买家的资本开支缺口，已经大到单靠股权和债务融资无法覆盖。</p><p style=\"text-align: left;\">他以马斯克的扩张计划为例：&#34;马斯克计划明年新增大约6至8吉瓦算力，我们知道这需要3000亿至4000亿美元的资本开支。而他的公司刚刚通过股权和债务融资筹集了1000亿美元。显然，他们还需要通过其他方式来融资。&#34;</p><p style=\"text-align: left;\">Sacks认为，最直接的解法就是向英伟达申请卖方融资。他说：&#34;现在，Jensen（黄仁勋）正在创建一条信用额度，借助这些大型银行、大型私募股权机构，让这条信用额度向所有下游买家开放，这将使他们受益。&#34;</p><p style=\"text-align: left;\">英伟达此次计划的核心机制，是将GPU转化为类似金融证券的资产类别，并由英伟达提供残值支持，从而让GPU具备可融资、可产生收益的属性。Sacks将其定性为缓解当前AI基础设施建设融资瓶颈的关键举措。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDS":"1.5倍做空NVDA ETF-Tradr","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0444971666.USD":"天利全球科技基金","LU2999663052.SGD":"T ROWE 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Podcast\"节目中表示，英伟达与投资机构合作、将GPU打造为可融资生息资产的计划，其最大威胁并非需求不足，而是算力供给过剩——一旦出现\"暗GPU\"（dark GPU）局面，将对整个AI基础设施投资链条造成系统性冲击。Sacks的表态，是迄今为止来自特朗普政府圈子内部对这一AI融资热潮最直接的风险提示。什么是“暗GPU”风险Sacks用互联网泡沫时代的\"暗光纤\"做类比，解释了他所担忧的场景。2000年代初，电信公司大规模铺设光纤，结果需求远不及预期，大量光纤闲置，价格崩溃，史称\"暗光纤\"危机。Sacks认为，GPU市场存在类似风险。他在节目中直接说道：\"对我来说，最大的风险不在需求侧，最大的风险是算力出现过剩、出现过度建设。就像互联网泡沫破裂后出现了暗光纤一样，如果出现暗GPU，那对所有人来说都将是一场灾难——尤其是那些在建设算力基础设施时，预期现货价格为每瓦30至50美元的人。\"这里的\"每瓦30至50美元\"，指向的是马斯克此前对AI算力价值的公开估算。据报道，马斯克曾在SpaceX内部电话会议上表示，AI算力的价值大约为每瓦30至50美元，并据此推算，若能提供1吉瓦算力，到2027年底可带来3000亿至5000亿美元的营收。然而，算力基础设施提供商Nebius随后披露，其多年期云服务协议的年合同价值约为每兆瓦2000万至2500万美元。这一数字意味着，马斯克所预期的价格，实际上对应的是短期协议的溢价水平，而非行业普遍定价。政治阻力反成“天然保险”Sacks并未止步于风险警示，他同时给出了一个反直觉的判断：正是当前数据中心建设所面临的重重政治阻力，可能反而保护市场免于过剩。他说：\"如果突然间有太多人竞相供应算力，出现过剩，市场崩溃，那才是真正的风险。但奇怪的是，所有这些政治阻力恰恰对这种结果形成了保险。因为建设数据中心实在太难了——各种原因我们都说过了，现在还有一场道德恐慌、歇斯底里、甚至可以说是闹剧在上演。正是这些政治阻力，我认为几乎可以保证，相对于指数级增长的需求，不会出现供给过剩。所以从某种奇怪的角度来说，你反而是受到保护的。\"换言之，Sacks的逻辑是：建设壁垒越高，供给越难以快速扩张，过剩风险就越低。英伟达融资计划的核心逻辑Sacks在节目中也解释了英伟达此次融资计划的根本动因：下游买家的资本开支缺口，已经大到单靠股权和债务融资无法覆盖。他以马斯克的扩张计划为例：\"马斯克计划明年新增大约6至8吉瓦算力，我们知道这需要3000亿至4000亿美元的资本开支。而他的公司刚刚通过股权和债务融资筹集了1000亿美元。显然，他们还需要通过其他方式来融资。\"Sacks认为，最直接的解法就是向英伟达申请卖方融资。他说：\"现在，Jensen（黄仁勋）正在创建一条信用额度，借助这些大型银行、大型私募股权机构，让这条信用额度向所有下游买家开放，这将使他们受益。\"英伟达此次计划的核心机制，是将GPU转化为类似金融证券的资产类别，并由英伟达提供残值支持，从而让GPU具备可融资、可产生收益的属性。Sacks将其定性为缓解当前AI基础设施建设融资瓶颈的关键举措。","news_type":1,"symbols_score_info":{"AIFD":0.6,"SOXY":0.6,"NVD":0.6,"NVDO":0.6,"NVII":0.6,"07388":0.6,"SHOC":0.6,"VT":0.6,"SNVD.UK":0.6,"NVDS":0.6,"METV":0.6,"NVD3.UK":0.6,"ROM":0.6,"ABFL":0.6,"THMR":0.6,"NVDD":0.6,"TTXU":0.6,"NVDL":0.6,"USXF":0.6,"SOXQ":0.6,"NVDB":0.6,"2NVD.UK":0.6,"GAMR":0.6,"NVDU":0.6,"IXN":0.6,"NVDY":0.6,"ESLG":0.6,"FDTX":0.6,"NULC":0.6,"TTEQ":0.6,"3NVD.UK":0.6,"EFIV":0.6,"NVIW.SI":0.6,"NVDQ":0.6,"SNPE":0.6,"USD":0.6,"FAI":0.6,"SMHX":0.6,"NVDX":0.6,"ANV":0.6,"SOXX":0.6,"WISE":0.6,"XLK":0.6,"TEK":0.6,"AIPI":0.6,"NVDA":1.95,"NVDS.UK":0.6,"NVDG":0.6,"CNEQ":0.6,"SNVDAmain":0.6,"DIPS":0.6,"TYLG":0.6,"NVDW":0.6,"SPTE":0.6,"CMAG":0.6,"07788":0.6,"LFGY":0.6,"SMH":0.6,"ILDR":0.6,"ESUM":0.6,"VGT":0.6,"CHPX":0.6,"FTEC":0.6,"NVYY":0.6,"IETC":0.6,"JGRO":0.6,"TRFK":0.6,"NVD2.UK":0.6,"CLSE":0.6,"AGOX":0.6}},"isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596807952077656,"gmtCreate":1786723227471,"gmtModify":1786723229388,"author":{"id":"3582775585343989","authorId":"3582775585343989","name":"多云轩","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582775585343989","idStr":"3582775585343989"},"themes":[],"title":"","htmlText":"你信吗","listText":"你信吗","text":"你信吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596807952077656","repostId":"1118936442","repostType":2,"repost":{"id":"1118936442","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":1786719260,"share":"https://www.laohunote.com/m/news/1118936442?lang=zh_CN&edition=full","pubTime":"2026-08-14 22:54","market":"us","language":"zh","title":"SK集团会长崔泰源：明年将是内存短缺现象最为严重的一年，将引发“芯片通胀”","url":"https://stock-news.laohu8.com/highlight/detail?id=1118936442","media":"老虎资讯综合","summary":"崔泰源将美国当地客户的需求视为关键变量，正在多方面评估以扩大公司的全球生产基地。崔泰源将当前市场形势定义为一场争夺内存芯片的“战争”。崔会长判断，明年将是内存短缺现象最为严重的一年，将引发“芯片通胀”，即半导体价格飙升的局面。为解决供应瓶颈问题，SK集团已决定进行大规模扩张，在未来5年内将内存产能提高2倍。SK海力士计划密切审视未来市场需求以及与客户公司的合作关系，以最终确定追加投资地区。","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c87ca7fe6218ff77fa9c6650d1a1622a\" data-align=\"center\" tg-width=\"600\" tg-height=\"338\"/><span></span></p><p style=\"text-align: left;\">在人工智能（AI）半导体需求爆发导致内存供应短缺加剧的背景下，SK集团会长崔泰源对在美国建设前端半导体工厂（fab）的可能性持开放态度。崔泰源将美国当地客户的需求视为关键变量，正在多方面评估以扩大公司的全球生产基地。</p><p style=\"text-align: left;\">在当地时间8月13日接受美国CNBC采访时，崔泰源表示，公司一个多月来一直在包括美国在内的多个地区考察内存工厂选址。他特别提到，美国客户希望在本国建设晶圆厂，并表示如果客户有此意愿，愿意共同推进相关机会。目前，SK海力士正在美国印第安纳州建设后端封装厂，但处理晶圆的前端晶圆厂的具体计划尚未正式确定。</p><p style=\"text-align: left;\">崔泰源将当前市场形势定义为一场争夺内存芯片的“战争”。他分析称，所有客户都要求明年的供应量比此前水平增加近两倍，但供应未能跟上。崔会长判断，明年将是内存短缺现象最为严重的一年，将引发“芯片通胀”（Chiplation），即半导体价格飙升的局面。</p><p style=\"text-align: left;\">为解决供应瓶颈问题，SK集团已决定进行大规模扩张，在未来5年内将内存产能提高2倍。这也是在最近宣布在湖南地区建设2座新前端晶圆厂之后，集团着手确保更多选址的原因。不过，崔泰源强调，确保水、电、土地以及打造半导体生态系统是晶圆厂建设的核心前提，显示出在寻找合适地点方面的谨慎态度。</p><p style=\"text-align: left;\">对于大规模设施投资可能引发供应过剩的担忧，他提出了一套彻底基于需求的策略。其解释是，只有在存在确定需求的条件下才会推进扩产，并通过与客户签订长期供应合同（LTA）来消除不确定性。此外，他还补充说，正在引入各种能够分担风险的项目，例如成立合资企业，或以“内存即服务”（Memory as a Service）的形式提供内存。</p><p style=\"text-align: left;\">崔泰源预测，AI时代的内存周期将呈现出与过去不同的模式。这是因为过去依赖硬件设备的出货数量，而如今市场可扩展性增强，单个用户会使用多个AI代理。崔泰源强调，由于这些变化，比过去长得多的繁荣周期将持续下去，需求强劲上升的趋势短期内仍将延续。</p><p style=\"text-align: left;\">尽管目前尚未与美国政府进行直接对话，但美国商务部长等主要人物正向韩国企业施压，要求其在美国建设新的前端晶圆厂。SK海力士计划密切审视未来市场需求以及与客户公司的合作关系，以最终确定追加投资地区。</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>SK集团会长崔泰源：明年将是内存短缺现象最为严重的一年，将引发“芯片通胀”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSK集团会长崔泰源：明年将是内存短缺现象最为严重的一年，将引发“芯片通胀”\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\">2026-08-14 22:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c87ca7fe6218ff77fa9c6650d1a1622a\" data-align=\"center\" tg-width=\"600\" tg-height=\"338\"/><span></span></p><p style=\"text-align: left;\">在人工智能（AI）半导体需求爆发导致内存供应短缺加剧的背景下，SK集团会长崔泰源对在美国建设前端半导体工厂（fab）的可能性持开放态度。崔泰源将美国当地客户的需求视为关键变量，正在多方面评估以扩大公司的全球生产基地。</p><p style=\"text-align: left;\">在当地时间8月13日接受美国CNBC采访时，崔泰源表示，公司一个多月来一直在包括美国在内的多个地区考察内存工厂选址。他特别提到，美国客户希望在本国建设晶圆厂，并表示如果客户有此意愿，愿意共同推进相关机会。目前，SK海力士正在美国印第安纳州建设后端封装厂，但处理晶圆的前端晶圆厂的具体计划尚未正式确定。</p><p style=\"text-align: left;\">崔泰源将当前市场形势定义为一场争夺内存芯片的“战争”。他分析称，所有客户都要求明年的供应量比此前水平增加近两倍，但供应未能跟上。崔会长判断，明年将是内存短缺现象最为严重的一年，将引发“芯片通胀”（Chiplation），即半导体价格飙升的局面。</p><p style=\"text-align: left;\">为解决供应瓶颈问题，SK集团已决定进行大规模扩张，在未来5年内将内存产能提高2倍。这也是在最近宣布在湖南地区建设2座新前端晶圆厂之后，集团着手确保更多选址的原因。不过，崔泰源强调，确保水、电、土地以及打造半导体生态系统是晶圆厂建设的核心前提，显示出在寻找合适地点方面的谨慎态度。</p><p style=\"text-align: left;\">对于大规模设施投资可能引发供应过剩的担忧，他提出了一套彻底基于需求的策略。其解释是，只有在存在确定需求的条件下才会推进扩产，并通过与客户签订长期供应合同（LTA）来消除不确定性。此外，他还补充说，正在引入各种能够分担风险的项目，例如成立合资企业，或以“内存即服务”（Memory as a Service）的形式提供内存。</p><p style=\"text-align: left;\">崔泰源预测，AI时代的内存周期将呈现出与过去不同的模式。这是因为过去依赖硬件设备的出货数量，而如今市场可扩展性增强，单个用户会使用多个AI代理。崔泰源强调，由于这些变化，比过去长得多的繁荣周期将持续下去，需求强劲上升的趋势短期内仍将延续。</p><p style=\"text-align: left;\">尽管目前尚未与美国政府进行直接对话，但美国商务部长等主要人物正向韩国企业施压，要求其在美国建设新的前端晶圆厂。SK海力士计划密切审视未来市场需求以及与客户公司的合作关系，以最终确定追加投资地区。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/c87ca7fe6218ff77fa9c6650d1a1622a","relate_stocks":{"SKDD":"2倍做空海力士ETF-GraniteShares","SKHZ":"1倍做空海力士ETF-Leverage Shares","SKHU":"2倍做多海力士-ProShares","SK":"2倍做多海力士ETF-Corgi","07709":"南方东英SK海力士每日杠杆最多 (2x) 产品","HYNX":"2倍做多海力士ETF-T-REX","SKHY":"SK海力士","SKUU":"2倍做多海力士ETF-GraniteShares","SKHX":"2倍做多海力士ETF-Leverage Shares","SKHA":"Tradr 2X Long SK hynix Daily ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118936442","content_text":"在人工智能（AI）半导体需求爆发导致内存供应短缺加剧的背景下，SK集团会长崔泰源对在美国建设前端半导体工厂（fab）的可能性持开放态度。崔泰源将美国当地客户的需求视为关键变量，正在多方面评估以扩大公司的全球生产基地。在当地时间8月13日接受美国CNBC采访时，崔泰源表示，公司一个多月来一直在包括美国在内的多个地区考察内存工厂选址。他特别提到，美国客户希望在本国建设晶圆厂，并表示如果客户有此意愿，愿意共同推进相关机会。目前，SK海力士正在美国印第安纳州建设后端封装厂，但处理晶圆的前端晶圆厂的具体计划尚未正式确定。崔泰源将当前市场形势定义为一场争夺内存芯片的“战争”。他分析称，所有客户都要求明年的供应量比此前水平增加近两倍，但供应未能跟上。崔会长判断，明年将是内存短缺现象最为严重的一年，将引发“芯片通胀”（Chiplation），即半导体价格飙升的局面。为解决供应瓶颈问题，SK集团已决定进行大规模扩张，在未来5年内将内存产能提高2倍。这也是在最近宣布在湖南地区建设2座新前端晶圆厂之后，集团着手确保更多选址的原因。不过，崔泰源强调，确保水、电、土地以及打造半导体生态系统是晶圆厂建设的核心前提，显示出在寻找合适地点方面的谨慎态度。对于大规模设施投资可能引发供应过剩的担忧，他提出了一套彻底基于需求的策略。其解释是，只有在存在确定需求的条件下才会推进扩产，并通过与客户签订长期供应合同（LTA）来消除不确定性。此外，他还补充说，正在引入各种能够分担风险的项目，例如成立合资企业，或以“内存即服务”（Memory as a Service）的形式提供内存。崔泰源预测，AI时代的内存周期将呈现出与过去不同的模式。这是因为过去依赖硬件设备的出货数量，而如今市场可扩展性增强，单个用户会使用多个AI代理。崔泰源强调，由于这些变化，比过去长得多的繁荣周期将持续下去，需求强劲上升的趋势短期内仍将延续。尽管目前尚未与美国政府进行直接对话，但美国商务部长等主要人物正向韩国企业施压，要求其在美国建设新的前端晶圆厂。SK海力士计划密切审视未来市场需求以及与客户公司的合作关系，以最终确定追加投资地区。","news_type":1,"symbols_score_info":{"SKDD":0.6,"SKHY":2,"SKHZ":0.6,"SKHX":0.6,"SKHU":0.6,"SKHA":0.6,"SK":0.6,"SKUU":0.6,"07709":0.6,"HYNX":0.6}},"isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570446365103152,"gmtCreate":1780273411702,"gmtModify":1780277808148,"author":{"id":"3582775585343989","authorId":"3582775585343989","name":"多云轩","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582775585343989","idStr":"3582775585343989"},"themes":[],"title":"","htmlText":"哇","listText":"哇","text":"哇","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570446365103152","repostId":"1126722787","repostType":2,"repost":{"id":"1126722787","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":1780272654,"share":"https://www.laohunote.com/m/news/1126722787?lang=zh_CN&edition=full","pubTime":"2026-06-01 08:10","market":"us","language":"zh","title":"美股夜盘 | 云计算服务商走强，IBM续涨逾13%、慧与科技、ServiceNow涨超10%；ARM续涨逾8%，该股年初至今累涨220%","url":"https://stock-news.laohu8.com/highlight/detail?id=1126722787","media":"老虎资讯综合","summary":"6月1日，美股夜盘时段，云计算服务商走强，$IBM(IBM)$涨逾13%、$慧与科技(HPE)$、$ServiceNow(NOW)$涨超10%、$甲骨文(ORCL)$涨超5%，$CoreWeave(CRWV)$、$NEBIUS(NBIS)$涨超3%；$ARM(ARM)$续涨逾8%，该股年初至今累涨涨220%；$戴尔(DELL)$续涨逾4%，Q1业绩大超预期叠加多家投行上调目标价延续强势。","content":"<html><head></head><body><p>6月1日，美股夜盘时段，云计算服务商走强，<a href=\"https://laohu8.com/S/IBM\">IBM</a>涨逾13%、<a href=\"https://laohu8.com/S/HPE\">慧与科技</a>、<a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>涨超10%、<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>涨超5%，<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>、<a href=\"https://laohu8.com/S/NBIS\">NEBIUS</a>涨超3%；</p><p>软件股延续强势，<a href=\"https://laohu8.com/S/CRM\">赛富时</a>涨超6%，<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>涨超5%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>涨超3%；</p><p><a href=\"https://laohu8.com/S/ARM\">ARM</a>续涨逾8%，该股年初至今累涨220%；该股近期持续受益于AI推理CPU需求爆发叙事；</p><p><a href=\"https://laohu8.com/S/DELL\">戴尔</a>续涨逾4%，上个交易日飙涨逾32%，Q1业绩大超预期叠加多家投行上调目标价延续强势；</p><p><a href=\"https://laohu8.com/S/TMHC\">Taylor Morrison</a>涨20%，伯克希尔宣布将斥资85亿美元对其收购，逆势加码美国楼市。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股夜盘 | 云计算服务商走强，IBM续涨逾13%、慧与科技、ServiceNow涨超10%；ARM续涨逾8%，该股年初至今累涨220%</title>\n<style 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08:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月1日，美股夜盘时段，云计算服务商走强，<a href=\"https://laohu8.com/S/IBM\">IBM</a>涨逾13%、<a href=\"https://laohu8.com/S/HPE\">慧与科技</a>、<a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>涨超10%、<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>涨超5%，<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>、<a href=\"https://laohu8.com/S/NBIS\">NEBIUS</a>涨超3%；</p><p>软件股延续强势，<a href=\"https://laohu8.com/S/CRM\">赛富时</a>涨超6%，<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>涨超5%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>涨超3%；</p><p><a href=\"https://laohu8.com/S/ARM\">ARM</a>续涨逾8%，该股年初至今累涨220%；该股近期持续受益于AI推理CPU需求爆发叙事；</p><p><a href=\"https://laohu8.com/S/DELL\">戴尔</a>续涨逾4%，上个交易日飙涨逾32%，Q1业绩大超预期叠加多家投行上调目标价延续强势；</p><p><a href=\"https://laohu8.com/S/TMHC\">Taylor Morrison</a>涨20%，伯克希尔宣布将斥资85亿美元对其收购，逆势加码美国楼市。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4581":"高盛持仓","BK4543":"AI","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1923622614.USD":"Natixis Thematics Meta R/A USD","SKYU":"ProShares Ultra Nasdaq Cloud Computing ETF","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) 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13:24","market":"us","language":"zh","title":"港股异动 | 芯片股拉升，华虹半导体、长光辰芯涨超13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1185745739","media":"老虎资讯综合","summary":"5月20日，港股芯片股盘中拉升，$华虹半导体(01347)$、$长光辰芯(03277)$涨超13%，$兆易创新(03986)$涨超12%，$中芯国际(00981)$涨超12%，$壁仞科技(06082)$涨7%，$英诺赛科(02577)$涨超6%，$ASMPT(00522)$涨超5%。","content":"<html><head></head><body><p>5月20日，港股芯片股盘中拉升，<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>、<a href=\"https://laohu8.com/S/03277\">长光辰芯</a>涨超13%，<a href=\"https://laohu8.com/S/00981\">中芯国际</a>、<a href=\"https://laohu8.com/S/03986\">兆易创新</a>涨超12%，<a href=\"https://laohu8.com/S/06082\">壁仞科技</a>涨7%，<a href=\"https://laohu8.com/S/02577\">英诺赛科</a>涨超6%，<a href=\"https://laohu8.com/S/00522\">ASMPT</a>涨超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbbe0dff8e125b7fb218069496c51543\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></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>港股异动 | 芯片股拉升，华虹半导体、长光辰芯涨超13%</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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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\">2026-05-20 13:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月20日，港股芯片股盘中拉升，<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>、<a href=\"https://laohu8.com/S/03277\">长光辰芯</a>涨超13%，<a href=\"https://laohu8.com/S/00981\">中芯国际</a>、<a href=\"https://laohu8.com/S/03986\">兆易创新</a>涨超12%，<a href=\"https://laohu8.com/S/06082\">壁仞科技</a>涨7%，<a href=\"https://laohu8.com/S/02577\">英诺赛科</a>涨超6%，<a href=\"https://laohu8.com/S/00522\">ASMPT</a>涨超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbbe0dff8e125b7fb218069496c51543\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"159813":"芯片","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","FTXL":"First Trust Nasdaq Semiconductor ETF","SOXS":"三倍做空半导体ETF-Direxion Daily","SSG":"Proshares Ultrashort Semiconductors","BK4535":"淡马锡持仓","TEKX":"SPDR Galaxy Transformative Tech Accelerators ETF","01347":"华虹宏力","SOXX":"iShares费城交易所半导体ETF","BK1163":"半导体产品","BK1589":"北水核心资产","BK4588":"碎股","SOXY":"YieldMax Target 12 Semiconductor Option Income ETF","USD":"ProShares Ultra Semiconductors","VXUS":"国际股票ETF-Vanguard","SMHX":"VanEck Fabless Semiconductor ETF","CHPS":"XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","XSD":"SPDR S&P Semiconductor ETF","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0320764599.SGD":"FTIF - Templeton China A Acc 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10:37","market":"us","language":"zh","title":"英伟达正洽谈向软银支持的SB Energy最高投资30亿美元 服务OpenAI巨型数据中心建设","url":"https://stock-news.laohu8.com/highlight/detail?id=2659179089","media":"环球市场播报","summary":"据知情人士透露，$英伟达$正洽谈向SB Energy最高投资30亿美元。SB Energy由软银集团扶持，该公司正在为OpenAI推进俄亥俄州大型数据中心项目。一名知情人士表示，此次投资谈判，是英伟达与OpenAI、SB Energy整体磋商的一部分。最高15亿美元的出资规模，将使英伟达成为SB Energy本次IPO的主要投资方之一。此前据报道，OpenAI将入驻该数据中心，并采用英伟达芯片。针对米拉姆县项目，OpenAI已于今年1月同意向SB Energy投资5亿美元。","content":"<html><head></head><body><p style=\"text-align: left;\">据知情人士透露，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>正洽谈向SB Energy最高投资30亿美元。SB Energy由软银集团扶持，该公司正在为OpenAI推进俄亥俄州大型数据中心项目。</p><p style=\"text-align: left;\">一名知情人士表示，此次投资谈判，是英伟达与OpenAI、SB Energy整体磋商的一部分。英伟达计划为这座俄亥俄州数据中心园区提供约1000亿美元信贷支持。此类交易越来越多，英伟达正借助自身雄厚资金实力扶持AI相关企业与项目，以此推动企业采购、使用英伟达硬件产品。</p><p style=\"text-align: left;\">知情人士称，双方讨论的方案为：俄亥俄项目正式签约时，英伟达先投放30亿美元中的一半；剩余一半将在SB Energy进行IPO时完成出资。</p><p style=\"text-align: left;\">最高15亿美元的出资规模，将使英伟达成为SB Energy本次IPO的主要投资方之一。一名消息人士表示，SB Energy目标最早在下月上市，IPO募资规模至少50亿美元。</p><p style=\"text-align: left;\">英伟达对SB Energy的潜在投资仍在谈判，投资规模存在缩减可能，交易未必能够落地。消息人士称，SB Energy也可能选择延后上市，争取在IPO阶段募集更多资金。</p><p style=\"text-align: left;\">SB Energy由软银控股，主导俄亥俄州南部的数据中心建设。该项目规划新增10吉瓦发电容量；按照当前硬件、人力、电力及物料价格测算，整体建设总成本约5000亿美元。</p><p style=\"text-align: left;\">此前据报道，OpenAI将入驻该数据中心，并采用英伟达芯片。正因如此，这家芯片巨头才洽谈提供约1000亿美元信贷兜底，帮助OpenAI完成项目建设融资。</p><p style=\"text-align: left;\">SB Energy原本主营可再生能源项目，数据中心建设开发经验有限。2025年末，该公司收购Studio 151，这家企业专门承接数据中心的施工管理、工程设计与运维业务。</p><p style=\"text-align: left;\">SB Energy同时还在得克萨斯州米拉姆县奥斯汀附近，为<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>与OpenAI开发一座1.2吉瓦的数据中心园区；另外在得州、加州以及美国西部各州布局太阳能与储能项目。</p><p style=\"text-align: left;\">针对米拉姆县项目，OpenAI已于今年1月同意向SB Energy投资5亿美元。</p><p style=\"text-align: left;\">英伟达持续对AI生态内多家企业进行投资，覆盖使用其芯片的AI模型厂商以及数据中心建设商。此前，英伟达近期同意向Lancium投资20亿美元，Lancium是得州另一处OpenAI与甲骨文AI联合园区的电力基础设施开发商。该交易同时约定，待Lancium获取更多规划电力资源后，英伟达将再追加10亿美元投入。</p><p style=\"text-align: left;\">同样在今年，英伟达向云厂商<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>、<a href=\"https://laohu8.com/S/NBIS\">Nebius</a>各投20亿美元，还向OpenAI投资300亿美元，OpenAI是英伟达AI芯片最主要的需求来源。</p><p style=\"text-align: left;\">英伟达的信贷支持以及对SB Energy的潜在投资，将推动俄亥俄项目落地，同时也促使英伟达对项目二期建设作出保障。但这也引发部分投资者担忧：AI生态正在过度依赖英伟达。</p><p style=\"text-align: left;\">部分投资者还担忧英伟达在开展大量循环融资业务。一名熟悉俄亥俄项目谈判的信贷高管评价，英伟达直接投资客户、或是承诺包销客户闲置算力的这类交易，“已经不再受到市场普遍追捧”。另一名参与英伟达AI基建交易的信贷高管表示，部分私人信贷机构对直接放贷给OpenAI持谨慎态度。</p><p style=\"text-align: left;\">英伟达本周一对外宣扬自家芯片的投资价值，宣布与华尔街六大头部机构合作，筹措5000亿美元独立融资，用于帮助客户采购英伟达硬件。该笔资金全部为非英伟达自有资本，需要独立风控承销。英伟达在博客中表示，推出该计划正是为回应市场对于循环融资的顾虑。</p></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达正洽谈向软银支持的SB Energy最高投资30亿美元 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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英伟达正洽谈向软银支持的SB Energy最高投资30亿美元 服务OpenAI巨型数据中心建设\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-16 10:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-08-16/doc-ininnkfu1213779.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据知情人士透露，英伟达正洽谈向SB Energy最高投资30亿美元。SB Energy由软银集团扶持，该公司正在为OpenAI推进俄亥俄州大型数据中心项目。一名知情人士表示，此次投资谈判，是英伟达与OpenAI、SB Energy整体磋商的一部分。英伟达计划为这座俄亥俄州数据中心园区提供约1000亿美元信贷支持。此类交易越来越多，英伟达正借助自身雄厚资金实力扶持AI相关企业与项目，以此推动企业采购...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-08-16/doc-ininnkfu1213779.shtml\">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/92a41d20711c9fa4b2aa3cc62ea62948","relate_stocks":{"BK4587":"ChatGPT概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","SGXZ80539844.SGD":"ALLIANZ GLOBAL HIGH PAYOUT \"AMI\" (H2-SGD) INC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","SHOC":"Strive U.S. Semiconductor ETF","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","BK4588":"碎股","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0289961442.SGD":"SUSTAINABLE GLOBAL 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Energy由软银控股，主导俄亥俄州南部的数据中心建设。该项目规划新增10吉瓦发电容量；按照当前硬件、人力、电力及物料价格测算，整体建设总成本约5000亿美元。此前据报道，OpenAI将入驻该数据中心，并采用英伟达芯片。正因如此，这家芯片巨头才洽谈提供约1000亿美元信贷兜底，帮助OpenAI完成项目建设融资。SB Energy原本主营可再生能源项目，数据中心建设开发经验有限。2025年末，该公司收购Studio 151，这家企业专门承接数据中心的施工管理、工程设计与运维业务。SB Energy同时还在得克萨斯州米拉姆县奥斯汀附近，为甲骨文与OpenAI开发一座1.2吉瓦的数据中心园区；另外在得州、加州以及美国西部各州布局太阳能与储能项目。针对米拉姆县项目，OpenAI已于今年1月同意向SB Energy投资5亿美元。英伟达持续对AI生态内多家企业进行投资，覆盖使用其芯片的AI模型厂商以及数据中心建设商。此前，英伟达近期同意向Lancium投资20亿美元，Lancium是得州另一处OpenAI与甲骨文AI联合园区的电力基础设施开发商。该交易同时约定，待Lancium获取更多规划电力资源后，英伟达将再追加10亿美元投入。同样在今年，英伟达向云厂商CoreWeave、Nebius各投20亿美元，还向OpenAI投资300亿美元，OpenAI是英伟达AI芯片最主要的需求来源。英伟达的信贷支持以及对SB Energy的潜在投资，将推动俄亥俄项目落地，同时也促使英伟达对项目二期建设作出保障。但这也引发部分投资者担忧：AI生态正在过度依赖英伟达。部分投资者还担忧英伟达在开展大量循环融资业务。一名熟悉俄亥俄项目谈判的信贷高管评价，英伟达直接投资客户、或是承诺包销客户闲置算力的这类交易，“已经不再受到市场普遍追捧”。另一名参与英伟达AI基建交易的信贷高管表示，部分私人信贷机构对直接放贷给OpenAI持谨慎态度。英伟达本周一对外宣扬自家芯片的投资价值，宣布与华尔街六大头部机构合作，筹措5000亿美元独立融资，用于帮助客户采购英伟达硬件。该笔资金全部为非英伟达自有资本，需要独立风控承销。英伟达在博客中表示，推出该计划正是为回应市场对于循环融资的顾虑。","news_type":1,"symbols_score_info":{"SHOC":0.6,"CHPX":0.6,"USXF":0.6,"SOXQ":0.6,"NVDL":0.6,"IXN":0.6,"NVDA":1.98,"ESLG":0.6,"ROM":0.6,"AIFD":0.6,"ABFL":0.6,"VGT":0.6,"NVDW":0.6,"SPTE":0.6,"ANV":0.6,"SNPE":0.6,"AGOX":0.6,"IETC":0.6,"JGRO":0.6,"NVDU":0.6,"FTEC":0.6,"SMH":0.6,"NULC":0.6,"NVDY":0.6,"TRFK":0.6,"NVII":0.6,"TEK":0.6,"07388":0.6,"NVD3.UK":0.6,"NVDD":0.6,"USD":0.6,"NVDG":0.6,"GAMR":0.6,"SNVD.UK":0.6,"CMAG":0.6,"3NVD.UK":0.6,"NVDX":0.6,"NVD2.UK":0.6,"NVDO":0.6,"ARTY":0.6,"TTXU":0.6,"SOXY":0.6,"DIPS":0.6,"TTEQ":0.6,"SOXX":0.6,"NVYY":0.6,"NVIW.SI":0.6,"NVDS.UK":0.6,"XLK":0.6,"TYLG":0.6,"NVDB":0.6,"NVDQ":0.6,"ILDR":0.6,"SMHX":0.6,"VT":0.6,"CNEQ":0.6,"WISE":0.6,"LFGY":0.6,"NVD":0.6,"THMR":0.6,"2NVD.UK":0.6,"EFIV":0.6,"ESUM":0.6,"NVDS":0.6,"CLSE":0.6,"FDTX":0.6,"CHAT":0.6,"SNVDAmain":0.6,"AIPI":0.6,"FAI":0.6,"METV":0.6,"07788":0.6}},"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":597629318099520,"gmtCreate":1786923748976,"gmtModify":1786923750798,"author":{"id":"3582775585343989","authorId":"3582775585343989","name":"多云轩","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582775585343989","idStr":"3582775585343989"},"themes":[],"title":"","htmlText":"一个到处关联交易的公司，风险非常大！庞氏骗局","listText":"一个到处关联交易的公司，风险非常大！庞氏骗局","text":"一个到处关联交易的公司，风险非常大！庞氏骗局","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/597629318099520","repostId":"2659179089","repostType":2,"repost":{"id":"2659179089","kind":"news","pubTimestamp":1786847875,"share":"https://www.laohunote.com/m/news/2659179089?lang=zh_CN&edition=full","pubTime":"2026-08-16 10:37","market":"us","language":"zh","title":"英伟达正洽谈向软银支持的SB Energy最高投资30亿美元 服务OpenAI巨型数据中心建设","url":"https://stock-news.laohu8.com/highlight/detail?id=2659179089","media":"环球市场播报","summary":"据知情人士透露，$英伟达$正洽谈向SB Energy最高投资30亿美元。SB Energy由软银集团扶持，该公司正在为OpenAI推进俄亥俄州大型数据中心项目。一名知情人士表示，此次投资谈判，是英伟达与OpenAI、SB Energy整体磋商的一部分。最高15亿美元的出资规模，将使英伟达成为SB Energy本次IPO的主要投资方之一。此前据报道，OpenAI将入驻该数据中心，并采用英伟达芯片。针对米拉姆县项目，OpenAI已于今年1月同意向SB Energy投资5亿美元。","content":"<html><head></head><body><p style=\"text-align: left;\">据知情人士透露，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>正洽谈向SB Energy最高投资30亿美元。SB Energy由软银集团扶持，该公司正在为OpenAI推进俄亥俄州大型数据中心项目。</p><p style=\"text-align: left;\">一名知情人士表示，此次投资谈判，是英伟达与OpenAI、SB Energy整体磋商的一部分。英伟达计划为这座俄亥俄州数据中心园区提供约1000亿美元信贷支持。此类交易越来越多，英伟达正借助自身雄厚资金实力扶持AI相关企业与项目，以此推动企业采购、使用英伟达硬件产品。</p><p style=\"text-align: left;\">知情人士称，双方讨论的方案为：俄亥俄项目正式签约时，英伟达先投放30亿美元中的一半；剩余一半将在SB Energy进行IPO时完成出资。</p><p style=\"text-align: left;\">最高15亿美元的出资规模，将使英伟达成为SB Energy本次IPO的主要投资方之一。一名消息人士表示，SB Energy目标最早在下月上市，IPO募资规模至少50亿美元。</p><p style=\"text-align: left;\">英伟达对SB Energy的潜在投资仍在谈判，投资规模存在缩减可能，交易未必能够落地。消息人士称，SB Energy也可能选择延后上市，争取在IPO阶段募集更多资金。</p><p style=\"text-align: left;\">SB Energy由软银控股，主导俄亥俄州南部的数据中心建设。该项目规划新增10吉瓦发电容量；按照当前硬件、人力、电力及物料价格测算，整体建设总成本约5000亿美元。</p><p style=\"text-align: left;\">此前据报道，OpenAI将入驻该数据中心，并采用英伟达芯片。正因如此，这家芯片巨头才洽谈提供约1000亿美元信贷兜底，帮助OpenAI完成项目建设融资。</p><p style=\"text-align: left;\">SB Energy原本主营可再生能源项目，数据中心建设开发经验有限。2025年末，该公司收购Studio 151，这家企业专门承接数据中心的施工管理、工程设计与运维业务。</p><p style=\"text-align: left;\">SB Energy同时还在得克萨斯州米拉姆县奥斯汀附近，为<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>与OpenAI开发一座1.2吉瓦的数据中心园区；另外在得州、加州以及美国西部各州布局太阳能与储能项目。</p><p style=\"text-align: left;\">针对米拉姆县项目，OpenAI已于今年1月同意向SB Energy投资5亿美元。</p><p style=\"text-align: left;\">英伟达持续对AI生态内多家企业进行投资，覆盖使用其芯片的AI模型厂商以及数据中心建设商。此前，英伟达近期同意向Lancium投资20亿美元，Lancium是得州另一处OpenAI与甲骨文AI联合园区的电力基础设施开发商。该交易同时约定，待Lancium获取更多规划电力资源后，英伟达将再追加10亿美元投入。</p><p style=\"text-align: left;\">同样在今年，英伟达向云厂商<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>、<a href=\"https://laohu8.com/S/NBIS\">Nebius</a>各投20亿美元，还向OpenAI投资300亿美元，OpenAI是英伟达AI芯片最主要的需求来源。</p><p style=\"text-align: left;\">英伟达的信贷支持以及对SB Energy的潜在投资，将推动俄亥俄项目落地，同时也促使英伟达对项目二期建设作出保障。但这也引发部分投资者担忧：AI生态正在过度依赖英伟达。</p><p style=\"text-align: left;\">部分投资者还担忧英伟达在开展大量循环融资业务。一名熟悉俄亥俄项目谈判的信贷高管评价，英伟达直接投资客户、或是承诺包销客户闲置算力的这类交易，“已经不再受到市场普遍追捧”。另一名参与英伟达AI基建交易的信贷高管表示，部分私人信贷机构对直接放贷给OpenAI持谨慎态度。</p><p style=\"text-align: left;\">英伟达本周一对外宣扬自家芯片的投资价值，宣布与华尔街六大头部机构合作，筹措5000亿美元独立融资，用于帮助客户采购英伟达硬件。该笔资金全部为非英伟达自有资本，需要独立风控承销。英伟达在博客中表示，推出该计划正是为回应市场对于循环融资的顾虑。</p></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达正洽谈向软银支持的SB Energy最高投资30亿美元 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.h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达正洽谈向软银支持的SB Energy最高投资30亿美元 服务OpenAI巨型数据中心建设\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-16 10:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-08-16/doc-ininnkfu1213779.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据知情人士透露，英伟达正洽谈向SB Energy最高投资30亿美元。SB Energy由软银集团扶持，该公司正在为OpenAI推进俄亥俄州大型数据中心项目。一名知情人士表示，此次投资谈判，是英伟达与OpenAI、SB Energy整体磋商的一部分。英伟达计划为这座俄亥俄州数据中心园区提供约1000亿美元信贷支持。此类交易越来越多，英伟达正借助自身雄厚资金实力扶持AI相关企业与项目，以此推动企业采购...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-08-16/doc-ininnkfu1213779.shtml\">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/92a41d20711c9fa4b2aa3cc62ea62948","relate_stocks":{"BK4587":"ChatGPT概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","SGXZ80539844.SGD":"ALLIANZ GLOBAL HIGH PAYOUT \"AMI\" (H2-SGD) INC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","SHOC":"Strive U.S. Semiconductor ETF","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","BK4588":"碎股","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0289961442.SGD":"SUSTAINABLE GLOBAL 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