史蒂文苏的个人主页 - 老虎社区

史蒂文苏

史蒂文苏

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IP属地：北京

31关注

2粉丝

14主题

0勋章

2025-12-31

2025结束🔚

2025-12-04

mark

@小虎老师:🚀机器人狂潮来袭：iRobot领涨74%、特斯拉Optimus突破，15大领涨标的全拆解

2025-11-03

$老铺黄金(06181)$ 估值逐步合理

2025-10-15

$老铺黄金(06181)$ 这次要拿稳了

2025-08-14

$Bullish(BLSH)$ 好消息打新翻倍了坏消息只有1股 [笑哭]

2025-07-31

68.21

2025-07-23

卡游

2025-07-12

$CRCL 20250711 210.0 CALL$ 稳稳下车

2025-07-11

$OSL集团(00863)$ 落袋为安

2025-07-06

mark

香港财政司司长陈茂波表示：ETP成为近年支持港股流动性生力军

2025-07-04

$COIN 20250703 330.0 PUT$ 稳稳下车

2025-06-30

$周六福(06168)$ 落袋为安

2025-06-26

$COIN 20250703 312.5 PUT$

2025-06-26

$Coinbase Global, Inc.(COIN)$ 走势很猛正股清掉 sell put 接回来

2025-06-21

$LEU 20250620 145.0 PUT$ 稳稳下车

2025-06-20

$Coinbase Global, Inc.(COIN)$ 等等回调

2025-06-10

$赤子城科技(09911)$ 卖飞了xdm[捂脸]

2025-06-09

$赤子城科技(09911)$ 等回到10以下接回来

2025-06-08

看看下周用什么策略🤔 #coinbase

2025-06-05

$赤子城科技(09911)$ 接回来了

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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> CEO 马斯克转发 “擎天柱” 人形机器人跑步视频，叠加明年量产、2-3 万美元售价的承诺，进一步提振板块情绪。公开市场认为，这波行情并非短期炒作，而是技术成熟、成本下降、应用落地三大核心驱动力共振的结果 ——AI 大模型让机器人实现 “理解意图” 的进化，核心零部件降价与国产化推进降低制造成本，美团 10 万台配送机器人部署计划、工业机器人渗透率提升至 18% 等信号，彰显下游需求旺盛。从 <a href=\"https://laohu8.com/S/TXN\">$德州仪器(TXN)$</a> 的精密芯片到 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 的擎天柱，每一行代码的迭代、每一颗传感器的升级，都在重塑21万亿美元全球劳动力市场的底层逻辑。下面，我们将沿着“上游-中游-下游”这条产业逻辑，把本周涨幅最猛、资金最认可的15只机器人概念股一次性拆给你看：一、上游：核心零部件（芯片、传感器、控制器）1.1 <a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a>近期上涨因素：5 日涨幅 7.21%，核心驱动包括 CES 2026 前机器人视觉芯片新品预期、与宝马达成座舱机器人合作、美联储降息预期提振科技股估值。核心业务与最新业务发展：全球领先的无线通信和 AI 芯片设计公司，核心业务覆盖","text":"昨天收盘机器人概念股表现亮眼，板块涨幅达 7.32%，成交量超 500 亿，资金关注度显著提升。美股市场上， $iRobot Corp.(IRBT)$ 早盘股价飙升超 79%，收盘涨近 74%，领涨机器人类股； $特斯拉(TSLA)$ CEO 马斯克转发 “擎天柱” 人形机器人跑步视频，叠加明年量产、2-3 万美元售价的承诺，进一步提振板块情绪。公开市场认为，这波行情并非短期炒作，而是技术成熟、成本下降、应用落地三大核心驱动力共振的结果 ——AI 大模型让机器人实现 “理解意图” 的进化，核心零部件降价与国产化推进降低制造成本，美团 10 万台配送机器人部署计划、工业机器人渗透率提升至 18% 等信号，彰显下游需求旺盛。从 $德州仪器(TXN)$ 的精密芯片到 $特斯拉(TSLA)$ 的擎天柱，每一行代码的迭代、每一颗传感器的升级，都在重塑21万亿美元全球劳动力市场的底层逻辑。下面，我们将沿着“上游-中游-下游”这条产业逻辑，把本周涨幅最猛、资金最认可的15只机器人概念股一次性拆给你看：一、上游：核心零部件（芯片、传感器、控制器）1.1 $高通(QCOM)$近期上涨因素：5 日涨幅 7.21%，核心驱动包括 CES 2026 前机器人视觉芯片新品预期、与宝马达成座舱机器人合作、美联储降息预期提振科技股估值。核心业务与最新业务发展：全球领先的无线通信和 AI 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16:31","market":"hk","language":"zh","title":"香港财政司司长陈茂波表示：ETP成为近年支持港股流动性生力军","url":"https://stock-news.laohu8.com/highlight/detail?id=2549324105","media":"智通财经","summary":"香港财政司司长陈茂波在网志中表示，与不同类型资产挂钩的“交易所交易产品”已成为近年支持港股流动性的生力军。即使过去几年投资气氛反复，但香港ETP市场增长势头持续，相关成交额占整体大市比率，由5年前的不足5%，增至今年首5个月的约17%。目前香港共有超过210只ETP产品上市。截至今年5月，相关ETP产品合共管理资产规模接近5100亿港元，较2020年增加约30%，相关的日均成交额在同期更显著增加5倍，增至约400亿港元。","content":"<html><head></head><body><p>香港财政司司长陈茂波在网志中表示，<strong>与不同类型资产挂钩的“交易所交易产品”（ETP）已成为近年支持港股流动性的生力军。</strong>他称，港股过去这段时间的升势中，资金主要追捧科技类股份，并带动科技股相关的衍生产品<a href=\"https://laohu8.com/S/002200\">交投</a>也显著增大，ETP更是便利产品创新的其中一种模式。即使过去几年投资气氛反复，但香港ETP市场增长势头持续，相关成交额占整体大市比率，由5年前的不足5%，增至今年首5个月的约17%。<strong>可以说，香港ETP市场的不断创新带来了增量，也满足了持续变化的投资需求，为大市注入了活力和更大流动性，在市场波动之际有效地发挥了流动性缓冲（liquidity buffer）的作用。</strong></p><p>目前香港共有超过210只ETP产品上市。截至今年5月，相关ETP产品合共管理资产规模接近5100亿港元，较2020年增加约30%，相关的日均成交额在同期更显著增加5倍，增至约400亿港元。</p><p>陈茂波指出，港股去年上升18%，今年势头持续向好，恒指今年上半年累计升20%，超过4000点，以点数计是历来最大的上半年升幅；上半年共完成42宗首次公开招股发行（IPO），合共集资额超过1070亿港元，已较去年全年多约22%，暂列全球第一。而申请在港IPO的个案正在快速增加，至今已收到约200宗申请，较年初时的数字倍增，其中不乏来自中东和东南亚的企业，反映出港股升势正吸引更多企业加快推进上市计划，也显示出过去一段时间对内对外的宣传推广工作渐见成效。</p><p>陈茂波提到，<a href=\"https://laohu8.com/S/00388\">港交所</a>正积极推动更多不同主题的ETF上市，包括科技创新、应对气候变化、可再生能源以及生物科技等，在满足投资者兴趣和风险偏好的同时，也将更有效地引导资金流向推动实体经济更高质量发展。<strong>他希望透过更多制度创新与产品创新，更好利用环球市场资源，巩固提升香港亚太区首选ETP枢纽的地位。</strong></p><p>陈茂波指出，当局也会加强向海外市场推介香港金融市场的相关工作，让海外投资者更充分了解及聚焦香港的优势、发展机遇与潜力。本周他将出访韩国首尔，向当地的基金界、机构投资者和金融机构等介绍香港市场的最新发展，包括上市集资、ETP及数字资产等。韩国投资者近期对香港金融市场的兴趣正进一步增加，例如今年2月他们投资在港股的金额就创近3年新高。此行将进一步增加他们对香港市场的兴趣和参与度。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://www.zhitongcaijing.com/content/detail/1314354.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>香港财政司司长陈茂波在网志中表示，与不同类型资产挂钩的“交易所交易产品”（ETP）已成为近年支持港股流动性的生力军。他称，港股过去这段时间的升势中，资金主要追捧科技类股份，并带动科技股相关的衍生产品交投也显著增大，ETP更是便利产品创新的其中一种模式。即使过去几年投资气氛反复，但香港ETP市场增长势头持续，相关成交额占整体大市比率，由5年前的不足5%，增至今年首5个月的约17%。可以说，香港ETP...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1314354.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/38508134c6853c521e764dc952e7334a","relate_stocks":{"BK4614":"Manus概念股","HSCEI":"国企指数","HSTECH":"恒生科技指数"},"source_url":"http://www.zhitongcaijing.com/content/detail/1314354.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2549324105","content_text":"香港财政司司长陈茂波在网志中表示，与不同类型资产挂钩的“交易所交易产品”（ETP）已成为近年支持港股流动性的生力军。他称，港股过去这段时间的升势中，资金主要追捧科技类股份，并带动科技股相关的衍生产品交投也显著增大，ETP更是便利产品创新的其中一种模式。即使过去几年投资气氛反复，但香港ETP市场增长势头持续，相关成交额占整体大市比率，由5年前的不足5%，增至今年首5个月的约17%。可以说，香港ETP市场的不断创新带来了增量，也满足了持续变化的投资需求，为大市注入了活力和更大流动性，在市场波动之际有效地发挥了流动性缓冲（liquidity buffer）的作用。目前香港共有超过210只ETP产品上市。截至今年5月，相关ETP产品合共管理资产规模接近5100亿港元，较2020年增加约30%，相关的日均成交额在同期更显著增加5倍，增至约400亿港元。陈茂波指出，港股去年上升18%，今年势头持续向好，恒指今年上半年累计升20%，超过4000点，以点数计是历来最大的上半年升幅；上半年共完成42宗首次公开招股发行（IPO），合共集资额超过1070亿港元，已较去年全年多约22%，暂列全球第一。而申请在港IPO的个案正在快速增加，至今已收到约200宗申请，较年初时的数字倍增，其中不乏来自中东和东南亚的企业，反映出港股升势正吸引更多企业加快推进上市计划，也显示出过去一段时间对内对外的宣传推广工作渐见成效。陈茂波提到，港交所正积极推动更多不同主题的ETF上市，包括科技创新、应对气候变化、可再生能源以及生物科技等，在满足投资者兴趣和风险偏好的同时，也将更有效地引导资金流向推动实体经济更高质量发展。他希望透过更多制度创新与产品创新，更好利用环球市场资源，巩固提升香港亚太区首选ETP枢纽的地位。陈茂波指出，当局也会加强向海外市场推介香港金融市场的相关工作，让海外投资者更充分了解及聚焦香港的优势、发展机遇与潜力。本周他将出访韩国首尔，向当地的基金界、机构投资者和金融机构等介绍香港市场的最新发展，包括上市集资、ETP及数字资产等。韩国投资者近期对香港金融市场的兴趣正进一步增加，例如今年2月他们投资在港股的金额就创近3年新高。此行将进一步增加他们对香港市场的兴趣和参与度。","news_type":1,"symbols_score_info":{"HSTECH":1,"HSCEI":1}},"isVote":1,"tweetType":1,"viewCount":783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":452992498733440,"gmtCreate":1751615965035,"gmtModify":1751615967115,"author":{"id":"3584014272794318","authorId":"3584014272794318","name":"史蒂文苏","avatar":"https://static.tigerbbs.com/27cf442850a4b3d6e3d9dc5d6c07867e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584014272794318","idStr":"3584014272794318"},"themes":[],"htmlText":"<a 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