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脑斧脑斧小脑斧

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脑斧脑斧小脑斧

06-25

‌ ‌‌$美光科技(MU)$ 不知道是不是‌市场提前收到消息了，股价已经向下了，要小心

脑斧脑斧小脑斧

2021-08-07

用户粘度，流量入口，价值提升，和数据积累。我不认为一个在这一代年轻人中成为价值导向和情感寄托的平台属于没有价值的。$哔哩哔哩(BILI)$

@MaxC:$哔哩哔哩(BILI)$给B站这么高预期？有谁觉得自己看懂了的站出来。我认为B站在未来没有盈利能力。有人说B站是中国的Youtube，但一展开讨论就是纸老虎。Youtube的核心竞争力是拥有扎实的全球用户。世界各地的用户都将优秀视频传输给Youtube，因此Youtube代表了视频信息的最权威性，和全面性。B站只针对国内用户，还是中国传统意义的视频软件，跟Youtube完全天壤之别。他未来就可能收一点视频广告费，仅此而已，B站有啥前景？？创新能力在哪？？盈利能力在哪？？求反驳

脑斧脑斧小脑斧

2021-07-02

$归创通桥-B(02190)$国内垄断地位的高精尖医疗设备，比时代天使的壁垒还高，值得长期持有~

脑斧脑斧小脑斧

06-24

‌ ‌$美光科技(MU)$ ‌ 长协价格不高，货量有限...

脑斧脑斧小脑斧

2021-07-02

这个审查是为了检测安全漏洞的，我觉得有利于滴滴，可以适当在低点买入$滴滴(DIDI)$

抱歉，原内容已删除

脑斧脑斧小脑斧

06-30

‌ ‌$微软(MSFT)$ ‌垃圾老登股 ‌

脑斧脑斧小脑斧

2025-11-14

‌$英伟达(NVDA)$ ‌‌ 老黄开发布会，利好出尽，老黄高位套现走人，之后，就持续出坏消息了。老黄应该早就知道了。电力又解决不了，显卡吃灰，短期都是很多悲观的消息呀。

脑斧脑斧小脑斧

2025-06-12

‌$特斯拉(TSLA)$ ‌340

脑斧脑斧小脑斧

05-28

‌$美光科技(MU)$ 狂欢吧，就像当时的光纤，只要故事炒上去，总有人愿意跳进去的

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今天的mu"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578763723899968,"gmtCreate":1782308960591,"gmtModify":1782309911525,"author":{"id":"3585177255744019","authorId":"3585177255744019","name":"脑斧脑斧小脑斧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585177255744019","authorIdStr":"3585177255744019"},"themes":[],"title":"","htmlText":"‌ ‌<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ &nbsp;</a>‌ 长协价格不高，货量有限...","listText":"‌ ‌<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ &nbsp;</a>‌ 长协价格不高，货量有限...","text":"‌ ‌$美光科技(MU)$ ‌ 长协价格不高，货量有限...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578763723899968","isVote":1,"tweetType":1,"viewCount":2460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578022018648520,"gmtCreate":1782142209185,"gmtModify":1782142589795,"author":{"id":"3585177255744019","authorId":"3585177255744019","name":"脑斧脑斧小脑斧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585177255744019","authorIdStr":"3585177255744019"},"themes":[],"title":"","htmlText":"‌‌<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ &nbsp;</a>‌ 1600‌，1400再跑","listText":"‌‌<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ &nbsp;</a>‌ 1600‌，1400再跑","text":"‌‌$美光科技(MU)$ ‌ 1600‌，1400再跑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578022018648520","isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572988801025848,"gmtCreate":1780925076024,"gmtModify":1780925397878,"author":{"id":"3585177255744019","authorId":"3585177255744019","name":"脑斧脑斧小脑斧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585177255744019","authorIdStr":"3585177255744019"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ &nbsp;</a>合同价格压低了，时间拉长了，必须扩产了","listText":"‌<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ &nbsp;</a>合同价格压低了，时间拉长了，必须扩产了","text":"‌$美光科技(MU)$ 合同价格压低了，时间拉长了，必须扩产了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572988801025848","isVote":1,"tweetType":1,"viewCount":863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":569230240453464,"gmtCreate":1779976452192,"gmtModify":1779976581819,"author":{"id":"3585177255744019","authorId":"3585177255744019","name":"脑斧脑斧小脑斧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585177255744019","authorIdStr":"3585177255744019"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ &nbsp;</a>狂欢吧，就像当时的光纤，只要故事炒上去，总有人愿意跳进去的","listText":"‌<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ &nbsp;</a>狂欢吧，就像当时的光纤，只要故事炒上去，总有人愿意跳进去的","text":"‌$美光科技(MU)$ 狂欢吧，就像当时的光纤，只要故事炒上去，总有人愿意跳进去的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/569230240453464","isVote":1,"tweetType":1,"viewCount":1852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568564327960640,"gmtCreate":1779814517395,"gmtModify":1779817680956,"author":{"id":"3585177255744019","authorId":"3585177255744019","name":"脑斧脑斧小脑斧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585177255744019","authorIdStr":"3585177255744019"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ &nbsp;</a>长协提高了美光的盈利底部，但很难锁住超额利润顶部，毕竟谁都知道数据中心迟早减慢建设。每 1000 亿美元新增 CapEx 对 EPS 的稳定贡献要到 100 美元级别。Q3才不到20美元。不按周期股算，2028年真的能不塌吗？长江、长鑫直接把另外几条腿都砍了，数据中心CapEX下降以后，真的还能保持100的EPS么？","listText":"‌<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ 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美元级别。Q3才不到20美元。不按周期股算，2028年真的能不塌吗？长江、长鑫直接把另外几条腿都砍了，数据中心CapEX下降以后，真的还能保持100的EPS么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/568564327960640","isVote":1,"tweetType":1,"viewCount":4801,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548033069579358","authorId":"3548033069579358","name":"eggspain","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3548033069579358","authorIdStr":"3548033069579358"},"content":"如果能确定不塌，你现在看到的应该是3万亿的美光，所以用钱投票吧。","text":"如果能确定不塌，你现在看到的应该是3万亿的美光，所以用钱投票吧。","html":"如果能确定不塌，你现在看到的应该是3万亿的美光，所以用钱投票吧。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511420965643200,"gmtCreate":1765885674214,"gmtModify":1765885676934,"author":{"id":"3585177255744019","authorId":"3585177255744019","name":"脑斧脑斧小脑斧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585177255744019","authorIdStr":"3585177255744019"},"themes":[],"title":"","htmlText":"真会说笑，从550跌倒450，还5万亿，马上3万亿都守不住","listText":"真会说笑，从550跌倒450，还5万亿，马上3万亿都守不住","text":"真会说笑，从550跌倒450，还5万亿，马上3万亿都守不住","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511420965643200","repostId":"2591606600","repostType":2,"repost":{"id":"2591606600","kind":"news","pubTimestamp":1765868400,"share":"https://www.laohu8.com/m/news/2591606600?lang=zh_CN&edition=full","pubTime":"2025-12-16 15:00","market":"us","language":"zh","title":"微软已摆脱OpenAI依赖，Copilot才是华尔街看好走向5万亿市值的“王牌”！","url":"https://stock-news.laohu8.com/highlight/detail?id=2591606600","media":"智通财经","summary":"智通财经APP注意到，微软与OpenAI或许仍然深度交织，但华尔街认为，真正的故事在于前者已开始独自在蓬勃发展的AI世界中起舞。尽管微软驶向5万亿美元的列车正稳步前行，但其最关键乘客仍是OpenAI。OpenAI的弗里尔指出，该公司\"确实在很大程度上是由微软资助的\"。分析师们对于OpenAI在微软当前投资论点中的重要性看法不一。财务数据表明，独立的Azure AI业务，而非OpenAI的股权，才是价值的关键驱动力。微软于11月宣布向Anthropic承诺投资50亿美元。","content":"<html><head></head><body><p>12月16日，<a href=\"https://laohu8.com/S/MSFT\">微软</a>与OpenAI或许仍然深度交织，但华尔街认为，真正的故事在于前者已开始独自在蓬勃发展的AI世界中起舞。</p><p>而这可能使这家拥有50年历史的科技巨头——以其Windows操作系统、Azure云服务以及近期推出的Copilot聊天机器人而闻名——在未来十年内为其市值增添数万亿美元，占据有利地位。</p><p>&#34;随着人工智能革命进入下一个增长阶段，微软的市值将在2026年达到5万亿美元，&#34;Wedbush科技分析师丹·艾夫斯表示。微软目前的市值：3.59万亿美元。</p><p>尽管微软驶向5万亿美元的列车正稳步前行，但其最关键乘客仍是OpenAI。</p><p>&#34;我们看到……整个生态系统真正开始向我们靠拢，帮助我们创造这个未来，&#34;OpenAI首席财务官莎拉·弗里尔表示。</p><p>她补充说，为了满足高计算需求——她称此为驱动下一个AI时代的&#34;基石&#34;，公司很可能会继续与第三方公司合作——暗示微软。</p><p>&#34;我为微软进行这些投资感到激动，&#34;联合创始人比尔·盖茨此前告诉媒体，他指出虽然AI正以&#34;飞速&#34;增长，但那里仍然存在&#34;巨大的不确定性&#34;。</p><p>盖茨预计这项新兴技术将在未来三到五年内变得&#34;极其强大&#34;，并补充说在AI军备竞赛中，微软显然是一个&#34;竞争者&#34;。</p><h2 id=\"id_1181708123\">微软与OpenAI的关系起始</h2><p>这段深厚的关系始于2019年，当时微软向山姆·奥特曼领导的OpenAI进行了10亿美元的初始投资——这是对可能彻底改变计算和云服务未来的下一代人工智能的一次豪赌。</p><p>这项投资让微软优先获得了尖端AI模型，这是相对于竞争对手科技巨头的一个关键优势。作为回报，OpenAI获得了训练和部署AI工具所需的计算能力、基础设施和分发渠道，以及长期资金和稳定性。</p><p>对微软而言，这笔交易从来不只是财务投资——它是一场赌博，赌AI将成为下一个主要的平台变革，一个可能重新定义行业的变革，就像Windows曾经对个人计算机所做的那样。自那时起，微软已向OpenAI投资了约130亿美元——CEO纳德拉最近确认了这一数字。</p><p>自那次初始投资以来，微软就一直与OpenAI相提并论。</p><p>OpenAI的弗里尔指出，该公司&#34;确实在很大程度上是由微软资助的&#34;。</p><p>即使OpenAI现在估值5000亿美元，且在10月下旬修订合作关系后微软持有约27% 的股份，专家们表示，微软的未来并不由其在这家奥特曼称为&#34;史上最大非营利组织&#34;的公司中的股份所定义。</p><p>这笔股份可能为微软买到了一张进入AI盛宴的门票——但该公司真正的策略是拥有所有其他科技巨头在其上起舞的舞台。</p><h2 id=\"id_3163863853\">超越OpenAI的微软</h2><p>微软的AI优势源于其如何将AI技术贯穿于其技术的每一层——从Azure和Office，到开发者工具、企业软件，再到Bing和Edge等消费产品。</p><p>这种深度融合最明显的体现是Copilot，微软的一套生成式人工智能助手，应用于Microsoft 365等生产力应用、Windows等操作系统以及GitHub Copilot等工作流程中。</p><p>软件开发平台Sexton.AI的创始人洛根·布朗表示，微软能够像Copilot这样的AI工具整合到其整个产品套件中，这使其在AI领域占据了独特的地位。</p><p>&#34;微软在其产品套件中拥有如此主导的地位，他们将能够整合，并在那种意义上成为一个‘Copilot’。&#34;她指出，&#34;大多数人都在租用&#34;微软的基础设施。</p><p>微软一位发言人表示，随着公司旨在分得AI市场的一大块蛋糕，它正在关注2026年的七大关键趋势，包括增强人类能力、为智能体配备更完善的保障措施，以及缩小健康差距。</p><p>微软内部的AI创新速度及其庞大的规模对投资者至关重要，他们越来越多地认为微软对OpenAI的依赖正在减轻而非增加，即使双方的合作关系在财务和技术上仍然重要。</p><p>&#34;从商业战略的角度来看，感觉像是微软正在继续依赖一个非常非常重要的合作伙伴，但同时也在内部开发自己的AI来对冲风险，&#34;纽约大学斯特恩商学院教授罗伯特·西曼斯表示。</p><p>他补充说，这种&#34;对冲&#34;使微软能够利用内部和外部的资源，为其&#34;庞大的客户群&#34;提供量身定制的AI解决方案。</p><p>分析师们对于OpenAI在微软当前投资论点中的重要性看法不一。</p><p>RBC分析师里希·贾卢里亚认为，微软因其早期对OpenAI的押注，在AI领域仍享有&#34;多年的领先优势&#34;，这使其获得了知识产权(IP)权利、优先定价和研究访问权限，帮助其在AI竞赛中早早地占领了阵地。</p><p>OpenAI带来的财务收益也比一些投资者假设的更为有限。</p><p>尽管持有27%的股份，微软在其利润表中并不确认OpenAI的盈利——仅确认其亏损份额。唯一有意义的收益是股份价值的上升，但只有等到OpenAI上市或大幅<a href=\"https://laohu8.com/S/06838\">盈利时</a>这才会体现。这两者都还是未知数。</p><p>DA Davidson分析师吉尔·卢里亚估计，在微软Azure的总收入中，只有17% 来自AI工作负载。更重要的是，他估计直接与转售OpenAI模型相关的收入仅占这部分的6%，而大约75% 来自Azure AI，即微软自有的基础设施和服务，&#34;考虑到OpenAI正在帮助微软在其他地方创造收入，&#34;据卢里亚所说。</p><p>财务数据表明，独立的Azure AI业务，而非OpenAI的股权，才是价值的关键驱动力。</p><h2 id=\"id_1048820331\">合作松绑</h2><p>双方修订后的合作关系旨在最终松绑——对双方都有利。微软失去了&#34;优先购买权&#34;，但保留了到2032年的长期知识产权，包括通用人工智能(AGI)权利，并获得了有利的应用程序编程接口(API)经济条款。这至关重要，因为每次企业应用调用OpenAI的API时，微软都会获得收入。</p><p>OpenAI最终的IPO可能会改变双方之间的力量平衡，但分析师们并不认为这会实质性削弱微软。</p><p>与此同时，新协议允许双方进行多元化发展。OpenAI可以寻求与其他云提供商达成交易——它已经这样做了，通过与<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>(ORCL.US)、<a href=\"https://laohu8.com/S/AMD\">AMD</a>(AMD.US)、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)等公司的一系列合作。</p><p>与此同时，微软可以自由地深化与其他模型提供商的合作，最引人注目的是Anthropic。微软于11月宣布向Anthropic承诺投资50亿美元。至关重要的是，Anthropic承诺购买300亿美元的Azure计算容量，为微软锁定了巨大的未来收入。最近，微软表示将在未来四年内向印度投资175亿美元，以加快其AI路线图。</p><p>KeyBanc分析师杰克逊·阿德尔表示，他认为这种转变是微软方面&#34;寻求独立&#34;之举，而非对冲。&#34;向外寻求合作没问题，这是一个很好的多元化策略，&#34;他说。&#34;我只是不认为这有太大影响，因为他们仍在与最好的伙伴(OpenAI)合作。&#34;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/278ac409cce430bf3141f9b73b8ceb8f\" tg-width=\"684\" tg-height=\"567\"/></p><h2 id=\"id_1754960609\">未来布局</h2><p>专家表示，微软未来十年的终极优势在于其AI布局的广度。</p><p>RBC的贾卢里亚指出了Azure的训练和推理工作负载，如面向开发者的GitHub Copilot以及通过Office融入AI的企业应用。即使是微软的LinkedIn及其动视暴雪游戏部门，也蕴含着AI驱动的盈利潜力。</p><p>&#34;没有其他公司拥有这样的产品组合，&#34;他说。目前，贾卢里亚给予微软买入评级，目标价为640美元。数据显示华尔街普遍看好微软。</p><p>分析师认为，微软下一个主要的增长点可能是智能体AI——能够执行多步工作流程的AI智能体。他们预计微软将与<a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>和<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>并驾齐驱，成为顶级参与者。</p><p>虽然Copilot的采用仍处于早期阶段，但贾卢里亚表示，随着AI功能更深入地融入日常工作流程，采用率可能会&#34;缓慢而稳定地&#34;增长。&#34;Office将成为入口，&#34;他表示。</p><h2 id=\"id_3396692018\">AI泡沫论未消</h2><p>这种乐观情绪并未消除微软在AI方面面临的风险。第一大风险是过度建设。</p><p>微软此前曾表示，到2025财年，它在AI基础设施上的支出有望达到800亿美元。与此同时，据报道，一项与OpenAI合作的名为&#34;星际之门&#34;的单独大型项目，初始投资1000亿美元，正处于早期规划阶段。后续报道称，该项目现在是一个多方合资企业，涉及微软、OpenAI以及软银、甲骨文(ORCL.US)、Metagenomi(MGX.US)等其他参与者，计划到2029年最终投资高达5000亿美元。</p><p>尽管如此，投资者对微软的投资速度持谨慎态度。</p><p>如果AI需求放缓，或者竞争模型在性能上显著超越GPT，阿德尔警告说，微软可能会看起来像是在&#34;只需要普锐斯时却买了一辆<a href=\"https://laohu8.com/S/RACE\">法拉利</a>&#34;。</p><p>第二个主要风险是市场情绪。&#34;如果AI未能兑现承诺，&#34;阿德尔表示，&#34;微软将陷入负面的AI交易情绪中，&#34;即使其基本面仍然强劲。</p><p>然而，大多数分析师都同意，该公司仍然是这十年中最强的AI概念股之一。OpenAI给了微软一个领先优势，但其不断扩大的AI合作伙伴网络赋予了该公司不依赖于任何单一模型的持久力。</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\" 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.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微软已摆脱OpenAI依赖，Copilot才是华尔街看好走向5万亿市值的“王牌”！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-16 15:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1382018.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月16日，微软与OpenAI或许仍然深度交织，但华尔街认为，真正的故事在于前者已开始独自在蓬勃发展的AI世界中起舞。而这可能使这家拥有50年历史的科技巨头——以其Windows操作系统、Azure云服务以及近期推出的Copilot聊天机器人而闻名——在未来十年内为其市值增添数万亿美元，占据有利地位。\"随着人工智能革命进入下一个增长阶段，微软的市值将在2026年达到5万亿美元，\"Wedbush...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1382018.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/a9e6cb1a33dd64f159118795f199c2f3","relate_stocks":{"LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) 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(irc)"},"source_url":"http://www.zhitongcaijing.com/content/detail/1382018.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2591606600","content_text":"12月16日，微软与OpenAI或许仍然深度交织，但华尔街认为，真正的故事在于前者已开始独自在蓬勃发展的AI世界中起舞。而这可能使这家拥有50年历史的科技巨头——以其Windows操作系统、Azure云服务以及近期推出的Copilot聊天机器人而闻名——在未来十年内为其市值增添数万亿美元，占据有利地位。\"随着人工智能革命进入下一个增长阶段，微软的市值将在2026年达到5万亿美元，\"Wedbush科技分析师丹·艾夫斯表示。微软目前的市值：3.59万亿美元。尽管微软驶向5万亿美元的列车正稳步前行，但其最关键乘客仍是OpenAI。\"我们看到……整个生态系统真正开始向我们靠拢，帮助我们创造这个未来，\"OpenAI首席财务官莎拉·弗里尔表示。她补充说，为了满足高计算需求——她称此为驱动下一个AI时代的\"基石\"，公司很可能会继续与第三方公司合作——暗示微软。\"我为微软进行这些投资感到激动，\"联合创始人比尔·盖茨此前告诉媒体，他指出虽然AI正以\"飞速\"增长，但那里仍然存在\"巨大的不确定性\"。盖茨预计这项新兴技术将在未来三到五年内变得\"极其强大\"，并补充说在AI军备竞赛中，微软显然是一个\"竞争者\"。微软与OpenAI的关系起始这段深厚的关系始于2019年，当时微软向山姆·奥特曼领导的OpenAI进行了10亿美元的初始投资——这是对可能彻底改变计算和云服务未来的下一代人工智能的一次豪赌。这项投资让微软优先获得了尖端AI模型，这是相对于竞争对手科技巨头的一个关键优势。作为回报，OpenAI获得了训练和部署AI工具所需的计算能力、基础设施和分发渠道，以及长期资金和稳定性。对微软而言，这笔交易从来不只是财务投资——它是一场赌博，赌AI将成为下一个主要的平台变革，一个可能重新定义行业的变革，就像Windows曾经对个人计算机所做的那样。自那时起，微软已向OpenAI投资了约130亿美元——CEO纳德拉最近确认了这一数字。自那次初始投资以来，微软就一直与OpenAI相提并论。OpenAI的弗里尔指出，该公司\"确实在很大程度上是由微软资助的\"。即使OpenAI现在估值5000亿美元，且在10月下旬修订合作关系后微软持有约27% 的股份，专家们表示，微软的未来并不由其在这家奥特曼称为\"史上最大非营利组织\"的公司中的股份所定义。这笔股份可能为微软买到了一张进入AI盛宴的门票——但该公司真正的策略是拥有所有其他科技巨头在其上起舞的舞台。超越OpenAI的微软微软的AI优势源于其如何将AI技术贯穿于其技术的每一层——从Azure和Office，到开发者工具、企业软件，再到Bing和Edge等消费产品。这种深度融合最明显的体现是Copilot，微软的一套生成式人工智能助手，应用于Microsoft 365等生产力应用、Windows等操作系统以及GitHub Copilot等工作流程中。软件开发平台Sexton.AI的创始人洛根·布朗表示，微软能够像Copilot这样的AI工具整合到其整个产品套件中，这使其在AI领域占据了独特的地位。\"微软在其产品套件中拥有如此主导的地位，他们将能够整合，并在那种意义上成为一个‘Copilot’。\"她指出，\"大多数人都在租用\"微软的基础设施。微软一位发言人表示，随着公司旨在分得AI市场的一大块蛋糕，它正在关注2026年的七大关键趋势，包括增强人类能力、为智能体配备更完善的保障措施，以及缩小健康差距。微软内部的AI创新速度及其庞大的规模对投资者至关重要，他们越来越多地认为微软对OpenAI的依赖正在减轻而非增加，即使双方的合作关系在财务和技术上仍然重要。\"从商业战略的角度来看，感觉像是微软正在继续依赖一个非常非常重要的合作伙伴，但同时也在内部开发自己的AI来对冲风险，\"纽约大学斯特恩商学院教授罗伯特·西曼斯表示。他补充说，这种\"对冲\"使微软能够利用内部和外部的资源，为其\"庞大的客户群\"提供量身定制的AI解决方案。分析师们对于OpenAI在微软当前投资论点中的重要性看法不一。RBC分析师里希·贾卢里亚认为，微软因其早期对OpenAI的押注，在AI领域仍享有\"多年的领先优势\"，这使其获得了知识产权(IP)权利、优先定价和研究访问权限，帮助其在AI竞赛中早早地占领了阵地。OpenAI带来的财务收益也比一些投资者假设的更为有限。尽管持有27%的股份，微软在其利润表中并不确认OpenAI的盈利——仅确认其亏损份额。唯一有意义的收益是股份价值的上升，但只有等到OpenAI上市或大幅盈利时这才会体现。这两者都还是未知数。DA Davidson分析师吉尔·卢里亚估计，在微软Azure的总收入中，只有17% 来自AI工作负载。更重要的是，他估计直接与转售OpenAI模型相关的收入仅占这部分的6%，而大约75% 来自Azure AI，即微软自有的基础设施和服务，\"考虑到OpenAI正在帮助微软在其他地方创造收入，\"据卢里亚所说。财务数据表明，独立的Azure AI业务，而非OpenAI的股权，才是价值的关键驱动力。合作松绑双方修订后的合作关系旨在最终松绑——对双方都有利。微软失去了\"优先购买权\"，但保留了到2032年的长期知识产权，包括通用人工智能(AGI)权利，并获得了有利的应用程序编程接口(API)经济条款。这至关重要，因为每次企业应用调用OpenAI的API时，微软都会获得收入。OpenAI最终的IPO可能会改变双方之间的力量平衡，但分析师们并不认为这会实质性削弱微软。与此同时，新协议允许双方进行多元化发展。OpenAI可以寻求与其他云提供商达成交易——它已经这样做了，通过与甲骨文(ORCL.US)、AMD(AMD.US)、三星和英伟达(NVDA.US)等公司的一系列合作。与此同时，微软可以自由地深化与其他模型提供商的合作，最引人注目的是Anthropic。微软于11月宣布向Anthropic承诺投资50亿美元。至关重要的是，Anthropic承诺购买300亿美元的Azure计算容量，为微软锁定了巨大的未来收入。最近，微软表示将在未来四年内向印度投资175亿美元，以加快其AI路线图。KeyBanc分析师杰克逊·阿德尔表示，他认为这种转变是微软方面\"寻求独立\"之举，而非对冲。\"向外寻求合作没问题，这是一个很好的多元化策略，\"他说。\"我只是不认为这有太大影响，因为他们仍在与最好的伙伴(OpenAI)合作。\"未来布局专家表示，微软未来十年的终极优势在于其AI布局的广度。RBC的贾卢里亚指出了Azure的训练和推理工作负载，如面向开发者的GitHub Copilot以及通过Office融入AI的企业应用。即使是微软的LinkedIn及其动视暴雪游戏部门，也蕴含着AI驱动的盈利潜力。\"没有其他公司拥有这样的产品组合，\"他说。目前，贾卢里亚给予微软买入评级，目标价为640美元。数据显示华尔街普遍看好微软。分析师认为，微软下一个主要的增长点可能是智能体AI——能够执行多步工作流程的AI智能体。他们预计微软将与ServiceNow和Salesforce并驾齐驱，成为顶级参与者。虽然Copilot的采用仍处于早期阶段，但贾卢里亚表示，随着AI功能更深入地融入日常工作流程，采用率可能会\"缓慢而稳定地\"增长。\"Office将成为入口，\"他表示。AI泡沫论未消这种乐观情绪并未消除微软在AI方面面临的风险。第一大风险是过度建设。微软此前曾表示，到2025财年，它在AI基础设施上的支出有望达到800亿美元。与此同时，据报道，一项与OpenAI合作的名为\"星际之门\"的单独大型项目，初始投资1000亿美元，正处于早期规划阶段。后续报道称，该项目现在是一个多方合资企业，涉及微软、OpenAI以及软银、甲骨文(ORCL.US)、Metagenomi(MGX.US)等其他参与者，计划到2029年最终投资高达5000亿美元。尽管如此，投资者对微软的投资速度持谨慎态度。如果AI需求放缓，或者竞争模型在性能上显著超越GPT，阿德尔警告说，微软可能会看起来像是在\"只需要普锐斯时却买了一辆法拉利\"。第二个主要风险是市场情绪。\"如果AI未能兑现承诺，\"阿德尔表示，\"微软将陷入负面的AI交易情绪中，\"即使其基本面仍然强劲。然而，大多数分析师都同意，该公司仍然是这十年中最强的AI概念股之一。OpenAI给了微软一个领先优势，但其不断扩大的AI合作伙伴网络赋予了该公司不依赖于任何单一模型的持久力。","news_type":1,"symbols_score_info":{"MSFT":1.5}},"isVote":1,"tweetType":1,"viewCount":2007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501783955522192,"gmtCreate":1763513265927,"gmtModify":1763513268568,"author":{"id":"3585177255744019","authorId":"3585177255744019","name":"脑斧脑斧小脑斧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585177255744019","authorIdStr":"3585177255744019"},"themes":[],"title":"","htmlText":"‌<a 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‌今天的资金开始流入了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/437834419155024","isVote":1,"tweetType":1,"viewCount":3298,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"content":"今天小额回调，300块基本踩稳了","text":"今天小额回调，300块基本踩稳了","html":"今天小额回调，300块基本踩稳了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437822079004944,"gmtCreate":1747925378531,"gmtModify":1747925380042,"author":{"id":"3585177255744019","authorId":"3585177255744019","name":"脑斧脑斧小脑斧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585177255744019","authorIdStr":"3585177255744019"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$ &nbsp;</a>‌‌<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$ &nbsp;</a>‌‌管理层斥资3000万美元，2个亿，都下军令状了，也不赶紧出解决方案。","listText":"‌<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$ &nbsp;</a>‌‌<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$ &nbsp;</a>‌‌管理层斥资3000万美元，2个亿，都下军令状了，也不赶紧出解决方案。","text":"‌$联合健康(UNH)$ ‌‌$联合健康(UNH)$ ‌‌管理层斥资3000万美元，2个亿，都下军令状了，也不赶紧出解决方案。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437822079004944","isVote":1,"tweetType":1,"viewCount":3328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430766355472600,"gmtCreate":1746189789157,"gmtModify":1746189791236,"author":{"id":"3585177255744019","authorId":"3585177255744019","name":"脑斧脑斧小脑斧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585177255744019","authorIdStr":"3585177255744019"},"themes":[],"title":"","htmlText":"编一期，修一期，编编修修又一期，反正想要啥酒编啥","listText":"编一期，修一期，编编修修又一期，反正想要啥酒编啥","text":"编一期，修一期，编编修修又一期，反正想要啥酒编啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430766355472600","repostId":"1120317496","repostType":4,"repost":{"id":"1120317496","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":1746189018,"share":"https://www.laohu8.com/m/news/1120317496?lang=zh_CN&edition=full","pubTime":"2025-05-02 20:30","market":"us","language":"zh","title":"美国4月非农新增17.7万人超预期，失业率持稳！市场仍押注年内四次降息","url":"https://stock-news.laohu8.com/highlight/detail?id=1120317496","media":"老虎资讯综合","summary":"美国4月非农就业人数增加17.7万人，预期增加13万人，前值由增加22.8万人修正为增加18.5万人","content":"<html><head></head><body><p>尽管美国总统特朗普4月初宣布的关税政策引发波澜，令市场担忧，但4月份重磅就业数据仍强于预期。</p><p style=\"text-align: justify;\">5月2日，美国劳工统计局公布的数据显示，经季节性调整后，<strong>美国4月非农就业人口增长达到17.7万人，好于预期，失业率维持在4.2%，符合预期，表明劳动力市场依然稳健。</strong></p><p style=\"text-align: justify;\">非农重要数据如下：</p><ul style=\"\"><li><p>美国4月非农就业人口增长17.7万人，预期13.8万人，前值从22.8万人下修至18.5万人。</p></li><li><p style=\"text-align: justify;\">美国4月失业率4.2%，预期4.2%，前值为4.2%。</p></li><li><p style=\"text-align: justify;\">美国4月制造业就业人口变动为减少0.1万人，预期为减少0.5万人，前值为增加0.1万人。</p></li><li><p style=\"text-align: justify;\">美国4月私营部门就业人口变动增加16.7万人，预期为12.5万人，前值为20.9万人。</p></li><li><p style=\"text-align: justify;\">美国4月平均每小时工资同比增长3.8%，预期为3.9%，前值为3.8%；4月平均每小时工资环比增长0.2%，预期增长0.3%，前值为0.3%。</p></li><li><p style=\"text-align: justify;\">美国4月平均每周工时34.3小时，预期为34.2小时，前值34.2小时。</p></li><li><p style=\"text-align: justify;\">美国4月劳动力参与率62.6%，预期62.5%，前值62.5%。</p></li></ul><p>数据公布后，美股期指涨幅扩大：纳斯达克100指数期货涨0.75%，标普500指数期货涨0.8%，道琼斯指数期货涨0.79%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17cbc5e544028369e7d6ec1564727fbc\" title=\"\" tg-width=\"443\" tg-height=\"170\"/></p><p>尽管就业数据强劲，<strong>交易员仍预计美联储年内将降息近四次。 </strong></p><p>机构分析认为，失业率稳定在4.2%，而劳动力参与率上升，反映出整体就业环境仍然稳健。 </p><p>然而，经济学家警告称，特朗普总统4月初宣布的关税政策可能在未来几个月对经济产生影响，尽管目前尚未显现。</p><p>总体而言，4月非农就业数据超出预期，显示美国劳动力市场仍具韧性，尽管面临贸易政策的不确定性。</p><p><strong>非农数据公布后，美联储5月维持利率不变的概率升至近100%。</strong>据CME“美联储观察”： 美联储5月维持利率不变的概率为99.4%（公布前为95.3%），降息25个基点的概率为0.6%。美联储到6月维持利率不变的概率为53.8%，累计降息25个基点的概率为45.9%，累计降息50个基点的概率为0.3%。</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>美国4月非农新增17.7万人超预期，失业率持稳！市场仍押注年内四次降息</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\">\n美国4月非农新增17.7万人超预期，失业率持稳！市场仍押注年内四次降息\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-05-02 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>尽管美国总统特朗普4月初宣布的关税政策引发波澜，令市场担忧，但4月份重磅就业数据仍强于预期。</p><p style=\"text-align: justify;\">5月2日，美国劳工统计局公布的数据显示，经季节性调整后，<strong>美国4月非农就业人口增长达到17.7万人，好于预期，失业率维持在4.2%，符合预期，表明劳动力市场依然稳健。</strong></p><p style=\"text-align: justify;\">非农重要数据如下：</p><ul style=\"\"><li><p>美国4月非农就业人口增长17.7万人，预期13.8万人，前值从22.8万人下修至18.5万人。</p></li><li><p style=\"text-align: justify;\">美国4月失业率4.2%，预期4.2%，前值为4.2%。</p></li><li><p style=\"text-align: justify;\">美国4月制造业就业人口变动为减少0.1万人，预期为减少0.5万人，前值为增加0.1万人。</p></li><li><p style=\"text-align: justify;\">美国4月私营部门就业人口变动增加16.7万人，预期为12.5万人，前值为20.9万人。</p></li><li><p style=\"text-align: justify;\">美国4月平均每小时工资同比增长3.8%，预期为3.9%，前值为3.8%；4月平均每小时工资环比增长0.2%，预期增长0.3%，前值为0.3%。</p></li><li><p style=\"text-align: justify;\">美国4月平均每周工时34.3小时，预期为34.2小时，前值34.2小时。</p></li><li><p style=\"text-align: justify;\">美国4月劳动力参与率62.6%，预期62.5%，前值62.5%。</p></li></ul><p>数据公布后，美股期指涨幅扩大：纳斯达克100指数期货涨0.75%，标普500指数期货涨0.8%，道琼斯指数期货涨0.79%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17cbc5e544028369e7d6ec1564727fbc\" title=\"\" tg-width=\"443\" tg-height=\"170\"/></p><p>尽管就业数据强劲，<strong>交易员仍预计美联储年内将降息近四次。 </strong></p><p>机构分析认为，失业率稳定在4.2%，而劳动力参与率上升，反映出整体就业环境仍然稳健。 </p><p>然而，经济学家警告称，特朗普总统4月初宣布的关税政策可能在未来几个月对经济产生影响，尽管目前尚未显现。</p><p>总体而言，4月非农就业数据超出预期，显示美国劳动力市场仍具韧性，尽管面临贸易政策的不确定性。</p><p><strong>非农数据公布后，美联储5月维持利率不变的概率升至近100%。</strong>据CME“美联储观察”： 美联储5月维持利率不变的概率为99.4%（公布前为95.3%），降息25个基点的概率为0.6%。美联储到6月维持利率不变的概率为53.8%，累计降息25个基点的概率为45.9%，累计降息50个基点的概率为0.3%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{"QQQ":"纳指100ETF",".SPX":"S&P 500 Index","SQQQ":"纳指三倍做空ETF",".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite","TQQQ":"纳指三倍做多ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120317496","content_text":"尽管美国总统特朗普4月初宣布的关税政策引发波澜，令市场担忧，但4月份重磅就业数据仍强于预期。5月2日，美国劳工统计局公布的数据显示，经季节性调整后，美国4月非农就业人口增长达到17.7万人，好于预期，失业率维持在4.2%，符合预期，表明劳动力市场依然稳健。非农重要数据如下：美国4月非农就业人口增长17.7万人，预期13.8万人，前值从22.8万人下修至18.5万人。美国4月失业率4.2%，预期4.2%，前值为4.2%。美国4月制造业就业人口变动为减少0.1万人，预期为减少0.5万人，前值为增加0.1万人。美国4月私营部门就业人口变动增加16.7万人，预期为12.5万人，前值为20.9万人。美国4月平均每小时工资同比增长3.8%，预期为3.9%，前值为3.8%；4月平均每小时工资环比增长0.2%，预期增长0.3%，前值为0.3%。美国4月平均每周工时34.3小时，预期为34.2小时，前值34.2小时。美国4月劳动力参与率62.6%，预期62.5%，前值62.5%。数据公布后，美股期指涨幅扩大：纳斯达克100指数期货涨0.75%，标普500指数期货涨0.8%，道琼斯指数期货涨0.79%。尽管就业数据强劲，交易员仍预计美联储年内将降息近四次。 机构分析认为，失业率稳定在4.2%，而劳动力参与率上升，反映出整体就业环境仍然稳健。 然而，经济学家警告称，特朗普总统4月初宣布的关税政策可能在未来几个月对经济产生影响，尽管目前尚未显现。总体而言，4月非农就业数据超出预期，显示美国劳动力市场仍具韧性，尽管面临贸易政策的不确定性。非农数据公布后，美联储5月维持利率不变的概率升至近100%。据CME“美联储观察”： 美联储5月维持利率不变的概率为99.4%（公布前为95.3%），降息25个基点的概率为0.6%。美联储到6月维持利率不变的概率为53.8%，累计降息25个基点的概率为45.9%，累计降息50个基点的概率为0.3%。","news_type":1,"symbols_score_info":{".DJI":1,"YMmain":1,"TQQQ":1,"ESmain":1,".SPX":1,"NQmain":1,"SQQQ":1,".IXIC":1,"QQQ":1,"SPY":1}},"isVote":1,"tweetType":1,"viewCount":3990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893270544,"gmtCreate":1628268963588,"gmtModify":1628268963588,"author":{"id":"3585177255744019","authorId":"3585177255744019","name":"脑斧脑斧小脑斧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585177255744019","authorIdStr":"3585177255744019"},"themes":[],"title":"","htmlText":"用户粘度，流量入口，价值提升，和数据积累。我不认为一个在这一代年轻人中成为价值导向和情感寄托的平台属于没有价值的。<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>","listText":"用户粘度，流量入口，价值提升，和数据积累。我不认为一个在这一代年轻人中成为价值导向和情感寄托的平台属于没有价值的。<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>","text":"用户粘度，流量入口，价值提升，和数据积累。我不认为一个在这一代年轻人中成为价值导向和情感寄托的平台属于没有价值的。$哔哩哔哩(BILI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/893270544","repostId":"899892287","repostType":1,"repost":{"id":899892287,"gmtCreate":1628172351849,"gmtModify":1628244278941,"author":{"id":"3568273820295524","authorId":"3568273820295524","name":"MaxC","avatar":"https://static.tigerbbs.com/9a947656e3f2421148d1d35d92f044a7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568273820295524","authorIdStr":"3568273820295524"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>给B站这么高预期？有谁觉得自己看懂了的站出来。我认为B站在未来没有盈利能力。有人说B站是中国的Youtube，但一展开讨论就是纸老虎。Youtube的核心竞争力是拥有扎实的全球用户。世界各地的用户都将优秀视频传输给Youtube，因此Youtube代表了视频信息的最权威性，和全面性。B站只针对国内用户，还是中国传统意义的视频软件，跟Youtube完全天壤之别。他未来就可能收一点视频广告费，仅此而已，B站有啥前景？？创新能力在哪？？盈利能力在哪？？求反驳","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>给B站这么高预期？有谁觉得自己看懂了的站出来。我认为B站在未来没有盈利能力。有人说B站是中国的Youtube，但一展开讨论就是纸老虎。Youtube的核心竞争力是拥有扎实的全球用户。世界各地的用户都将优秀视频传输给Youtube，因此Youtube代表了视频信息的最权威性，和全面性。B站只针对国内用户，还是中国传统意义的视频软件，跟Youtube完全天壤之别。他未来就可能收一点视频广告费，仅此而已，B站有啥前景？？创新能力在哪？？盈利能力在哪？？求反驳","text":"$哔哩哔哩(BILI)$给B站这么高预期？有谁觉得自己看懂了的站出来。我认为B站在未来没有盈利能力。有人说B站是中国的Youtube，但一展开讨论就是纸老虎。Youtube的核心竞争力是拥有扎实的全球用户。世界各地的用户都将优秀视频传输给Youtube，因此Youtube代表了视频信息的最权威性，和全面性。B站只针对国内用户，还是中国传统意义的视频软件，跟Youtube完全天壤之别。他未来就可能收一点视频广告费，仅此而已，B站有啥前景？？创新能力在哪？？盈利能力在哪？？求反驳","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899892287","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":8044,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":176643339,"gmtCreate":1626882211121,"gmtModify":1626882211121,"author":{"id":"3585177255744019","authorId":"3585177255744019","name":"脑斧脑斧小脑斧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585177255744019","authorIdStr":"3585177255744019"},"themes":[],"title":"","htmlText":"从价格上看，也就是2019年疫情前的水平多一点。出去疫情后的通货膨胀，整体盈利能力还是下降的。","listText":"从价格上看，也就是2019年疫情前的水平多一点。出去疫情后的通货膨胀，整体盈利能力还是下降的。","text":"从价格上看，也就是2019年疫情前的水平多一点。出去疫情后的通货膨胀，整体盈利能力还是下降的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176643339","repostId":"2153646891","repostType":2,"repost":{"id":"2153646891","kind":"news","pubTimestamp":1626871380,"share":"https://www.laohu8.com/m/news/2153646891?lang=zh_CN&edition=full","pubTime":"2021-07-21 20:43","market":"us","language":"zh","title":"可口可乐公司二季度营收同比增长42% 上调全年业绩指引","url":"https://stock-news.laohu8.com/highlight/detail?id=2153646891","media":"新浪财经","summary":"财报显示，可口可乐公司第二季度营收为101.3亿美元，同比增长42%，超出市场预期的94亿美元；经营利润为30.2亿美元，同比增长52%；每股收益为0.68美元，同比增长61%，高于市场预期的0.56美元；全球单箱销量同比增长18%，亚太单箱销量同比增长16%。在二季度财报中，可口可乐公司上调了2021年全年业绩指引，预计2021年全年有机营收增速为12%至14%区间，每股收益增速为13%至15%区间。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20210721204415193d235r8f1qgu456g\"/><p>7月21日消息，<a href=\"https://laohu8.com/S/KO\">可口可乐</a>公司发布了2021年第二季度财报。财报显示，可口可乐公司第二季度营收为101.3亿美元，同比增长42%，超出市场预期的94亿美元；经营利润为30.2亿美元，同比增长52%；<span>每股收益</span>为0.68美元，同比增长61%，高于市场预期的0.56美元；全球单箱销量同比增长18%，亚太单箱销量同比增长16%。</p><p>可口可乐公司董事会主席兼首席执行官詹鲲杰（James Quincey）表示：“第二季度的业绩表明，受公司加速转型驱动，我们的业务复苏速度快于整体经济复苏速度。我们也因此倍受鼓舞。尽管各地市场复苏尚未同步，但我们有信心调高全年的业绩指引。”</p><p>在二季度财报中，可口可乐公司上调了2021年全年业绩指引，预计2021年全年有机营收增速为12%至14%区间，每股收益增速为13%至15%区间。此前的业绩指引显示：公司预计2021 年有机收入将实现高个位数的增长，每股收益将实现高个位数到低双位数的增长。</p><p>二季度，可口可乐公司在中国市场首次推出了含酒精饮料托帕客（Topo Chico）硬苏打气泡酒，全面推进“全品类饮料”战略，并持续推进数字化转型，加强<a href=\"https://laohu8.com/S/300959\">线上线下</a>渠道布局，加码供应链投入，驱动产能提质提速以满足中国市场日益旺盛的消费需求。（<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经 刘丽丽）</p><p>责任编辑：戚琦琦</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>可口可乐公司二季度营收同比增长42% 上调全年业绩指引</title>\n<style 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Quincey）表示：“...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107212044157a57d0d0&s=b\">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/017a2d51f9605f643f552ed0e3997176","relate_stocks":{"KO":"可口可乐"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107212044157a57d0d0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2153646891","content_text":"7月21日消息，可口可乐公司发布了2021年第二季度财报。财报显示，可口可乐公司第二季度营收为101.3亿美元，同比增长42%，超出市场预期的94亿美元；经营利润为30.2亿美元，同比增长52%；每股收益为0.68美元，同比增长61%，高于市场预期的0.56美元；全球单箱销量同比增长18%，亚太单箱销量同比增长16%。可口可乐公司董事会主席兼首席执行官詹鲲杰（James Quincey）表示：“第二季度的业绩表明，受公司加速转型驱动，我们的业务复苏速度快于整体经济复苏速度。我们也因此倍受鼓舞。尽管各地市场复苏尚未同步，但我们有信心调高全年的业绩指引。”在二季度财报中，可口可乐公司上调了2021年全年业绩指引，预计2021年全年有机营收增速为12%至14%区间，每股收益增速为13%至15%区间。此前的业绩指引显示：公司预计2021 年有机收入将实现高个位数的增长，每股收益将实现高个位数到低双位数的增长。二季度，可口可乐公司在中国市场首次推出了含酒精饮料托帕客（Topo 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