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爱爱爱爱爱爱

04-29

谢谢对神棍就不要有幻想

特朗普“为无限期封锁伊朗”做准备，核谈陷僵局，油价承压

爱爱爱爱爱爱

02-12

$智谱(02513)$ 垃圾蒸馏坐等崩盘

爱爱爱爱爱爱

01-05

信你个鬼

利好来了！高盛：建议高配中国股票

爱爱爱爱爱爱

01-11

这些所谓的专家放出这些言论什么意思

抱歉，原内容已删除

爱爱爱爱爱爱

05-05

mark

@佳美7527:$Lucid Group Inc(LCID)$ 优质股票涨到60以上[强] [强] [强]

爱爱爱爱爱爱

04-12

川普下决心吧

美伊谈判“无果而终”，代表团先后离开巴基斯坦

爱爱爱爱爱爱

02-18

段20年前的相貌挺好的

段永平试水“AI交易”：卖苹果加仓英伟达，“新入”CoreWeave、Credo和Tempus

爱爱爱爱爱爱

02-18

买，然后放消息，然后吹牛逼

巴菲特“收山之作”：Q4再抛苹果美银，猛砍亚马逊，首次新进纽约时报

爱爱爱爱爱爱

2025-12-20

比高启盛还不要脸

高盛2026年全球股市展望：更广泛的牛市，更宽泛的AI受益者

爱爱爱爱爱爱

04-30

s还是h

华勤技术建议派发末期股息每10股12元人民币，待股东大会批准

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22:35","market":"us","language":"zh","title":"经历六年来最强四月之后，华尔街憧憬“AI牛市叙事”碾碎“五月魔咒”","url":"https://stock-news.laohu8.com/highlight/detail?id=2632261001","media":"智通财经网","summary":"美股市场三大股指集体高开，延续了多年来最大单月涨幅的势头——在4月份，围绕AI算力基础设施强劲支出的盈利扩张预期可谓盖过一切风险因素。","content":"<html><head></head><body><p>5月1日，经历六年来美股市场最为强劲的四月份之后，华尔街机构投资者以及杠杆型对冲基金们开始憧憬美伊和平谈判前景以及所谓的“AI牛市叙事”能够彻底碾压长期困扰投资者们的“五月魔咒”。美股市场在4月份大幅上涨，两大核心股指录得近六年来最强月度表现。在企业盈利前景改善与人工智能投资热潮推动下，市场情绪显著回暖，即便中东冲突及能源供应风险仍未完全消退，投资者依然保持乐观。标普500指数4月上涨10.4%，创2020年11月以来最佳单月表现;纳指上涨15.3%，为2020年4月以来最大涨幅。</p><p>随着市场预期美伊和平谈判将走向乐观途径，以及AI算力与强劲财报正在压过油价和地缘风险，共同推动华尔街期待美股在创下多年最强月涨幅后，这种强劲涨势有望延续到5月。周五美股开盘，在巴基斯坦官员表示伊朗就美国提出的和平协议条款所作出的最新回应已送达美国政府之后，市场对于美伊达成长期和平协议的预期大幅升温，美股市场三大股指集体高开，延续了多年来最大单月涨幅的势头——在4月份，围绕AI算力基础设施强劲支出的盈利扩张预期可谓盖过一切风险因素。</p><p><a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>以及<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>这三家云计算超级巨头同一夜交出亮眼成绩单，凸显出受益于AI大浪潮的云计算业务的超预期爆发速度让华尔街重新定价AI的商业回报。<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师团队发布的最新研报显示，预计五大超大规模科技巨头们(亚马逊、<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>、<a href=\"https://laohu8.com/S/META\">Meta</a>、微软、甲骨文)2026年合计资本开支约8000亿美元，2027年则有望突破1.1万亿美元，较此前预测的9500亿美元再度上调。</p><p>摩根士丹利的分析师们强调，这些庞大资金投入背后的核心逻辑在于：先重投入、建产能，再靠基于AI算力资源的规模化商业营收和ROIC回收;云计算积压订单的暴增，正是这套逻辑能跑通的最直接证据，这些巨头们云计算业务的超预期爆发速度让华尔街重新定价AI的商业回报。</p><p>整体而言，这些科技巨头旨在说服更多投资者们相信——它们在人工智能领域的巨额投资即将获得创纪录回报。因此对AI算力产业链以及AI算力牛市叙事所驱动的全球股市牛市行情而言，它们愈发强劲的AI资本开支堪称是实打实的利好因素，将继续支撑围绕AI GPU/ASIC、数据中心CPU、HBM/NAND/HDD存储、2.5D/3D先进封装、液冷散热系统、光互连供应链、数据中心电力链条等等一众AI算力产业链领军者们以及AI牛市叙事所驱动的这一轮全球股市牛市轨迹。</p><h2 id=\"id_1546247470\">AI算力碾压一切？六年来最强四月点燃华尔街，五月行情迎来“续航大考”</h2><p>美股经历多年最强月涨幅后，正准备向5月涨势发起冲刺;AI算力基础设施支出所驱动的强劲财报季仍将是主引擎。</p><p>周五交易日将为一周密集的大型科技股财报和经济数据画上句号。随着市场进入5月，投资者的注意力正转向一个问题：这轮上涨能否持续?从历史上看，5月通常是一年中股市较弱的六个月区间的起点。</p><p>根据Fidelity数据，从1945年至2026年4月，标普500指数在5月至10月期间平均上涨约2%。相比之下，11月至次年4月期间的平均涨幅约为7%。</p><p>尽管企业盈利总体稳健，但部分投资者已对科技巨头的AI支出狂潮表达担忧。围绕部分软件商业模式可持续性的疑虑也开始浮现，促使一些对于AI算力投资主题的立场相对谨慎的投资者们重新评估投资组合。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/301679fba216e304bd02212f4fecacb5\" tg-width=\"912\" tg-height=\"565\"/></p><p>ClearBridge Investments投资组合经理Peter Vanderlee表示：“AI在软件、服务、金融以及其他行业的颠覆性潜力，已经让市场对某些商业模式的持久性和终局价值产生不确定性。”</p><p>周四公布的经济数据也加剧了市场担忧，即这轮股票买盘狂潮可能需要面对现实检验。尽管美国经济增长在第一季度重新获得动能，但作为经济主要增长引擎的消费者支出出现放缓，个人储蓄率也下降，表明家庭正在动用储蓄来支撑支出。</p><p>此外，这些数据仅计入了中东战争所造成扰动的一个月影响。随着霍尔木兹海峡航运可能长期陷入停顿，油价可能成为更沉重的负担，尤其是在第一季度退税对消费的支撑逐渐消退之际。</p><p>Pantheon Macroeconomics首席美国经济学家Samuel Tombs表示：“第一季度GDP表面上看以一个还算体面的速度扩张，但深入观察会发现，在能源冲击真正开始显现之前，美国经济的底层动能已经相当乏力。”</p><h2 id=\"id_1079953106\">这一次，“五月魔咒”不复存在?</h2><p>盲目遵循华尔街那句古老格言“5月卖出然后离场”，可能会让投资者付出代价。眼下，在进入一年中历史上更为动荡的一段时期之际，投资者正在权衡是否应为一轮强劲的市场修复行情画上句号。</p><p>标普500指数已经上演了一轮戏剧性反弹;在一场由全球石油供应中断引发的抛售之后，该指数仅用11个交易日就收复了近10%的跌幅。这轮急速反弹让投资者开始追问：最糟糕的时刻是否已经过去，还是季节性风暴仍在前方?</p><p>根据CFRA数据，回溯至1945年，标普500指数在5月至10月期间的长期表现平淡，平均涨幅为2%——远低于11月至次年4月期间近7%的涨幅。不过，过去十年这一时期的表现则强劲得多，平均涨幅达到7%，其中包括去年22.1%的上涨。</p><p>Carson Group首席市场策略师Ryan Detrick表示：“你很不愿意说要忽视‘5月卖出，离场观望’这句话……但过去十年，它完全没有奏效。”</p><p>他在谈及过去10年的市场表现时表示：“如果投资者真的盲目地在5月卖出、转为现金，甚至转向防御性配置，他们实际上会严重伤害自己。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd200890bf77ae703f0a501600cec4cd\" tg-width=\"927\" tg-height=\"680\"/></p><p>一项分析报告显示，自2016年5月以来，如果将1万美元持续投资于标普500指数，资金将增长至约3.4万美元，几乎是“5月卖出”策略的两倍;后者会在夏季期间持有现金。</p><p>有资深策略师表示，今年有几个因素为股市勾勒出较为乐观的图景，说明仅仅因为日历因素而过度看空并不合适。</p><p>随着市场对美伊冲突大规模升级的担忧缓解，股市已从一轮急剧抛售中强劲恢复。强劲的企业盈利支撑了市场情绪，而美国经济在伊朗战争引发的能源冲击中也展现出韧性。</p><p>Ballast Rock Private Wealth投资组合经理Jim Carroll表示：“如果说有哪一年你可能会想把季节性因素扔到窗外，那可能就是今年。”</p><p>自2016年5月以来，1万美元持续投资于标普500指数将增长至约3.4万美元，几乎是“5月卖出”策略的足足两倍。此外，CFRA汇编的一项长期统计数据显示，自第二次世界大战以来，在市场从5.5%至9.9%的回调中收复全部失地后，随后三个月通常会再上涨超过8%。</p><p>在上述这些积极角度的历史数据支撑下，再叠加科技巨头们主导的超过7000亿美元的新一轮AI算力基础设施支出狂潮，正如上所述，对AI算力产业链以及AI算力牛市叙事所驱动的全球股市牛市行情而言，涨势如虹的上行轨迹可能远未完结。</p><p>四大云巨头最新财报释放的共同信号是：即便单家公司股价因ROI、利润率或自由现金流压力而分化，AI资本开支总量并未降温，反而继续上修。</p><p>比如微软财报本身强劲，但不是“无瑕疵的AI庆功宴”——投资者认可围绕AI的愈发强劲算力资源需求，却开始要求管理层证明巨额AI CapEx(AI资本支出)能够持续转化为愈发强劲的云计算与软件业务营收、整体利润率和强劲增长的现金流。。但是微软财报确实验证了AI算力需求仍在炸裂式扩张(1900亿美元加码数据中心扩建与新建进程)、Azure仍接近40%高增长、企业软件基本盘稳固，也有利于AI GPU/AI ASIC、数据中心CPU、HBM等等AI算力链条继续获得无比强劲订单支撑。</p><p>对AI算力链而言，这几乎是“订单能见度”层面的强化：GPU/ASIC、HBM/DRAM/NAND、HDD、PCB/CCL/MLCC、光模块、交换机、铜缆、数据中心电源设备、液冷、数据中心工程与电力基础设施都会受益。尤其是当前瓶颈不只在GPU，还扩散到内存、存储、PCB、网络和电力，巨头持续加码CapEx意味着上游硬件供应商的定价权、产能利用率和订单可见度仍会维持高位。Alphabet云营收同比增长63%、云积压订单接近4620亿美元，微软Azure增长约40%、AI业务年化营收运行率超过370亿美元，这些数据说明AI投入并非完全停留在“叙事”，而已经在云计算相关创收、企业AI需求和算力消耗中兑现。</p><p>毋庸置疑的是，AI CapEx狂潮继续构成牛市主引擎，但市场会越来越挑剔“谁能把投入变成实际营收、利润甚至现金流”。 Alphabet因云增长强劲、AI需求可见度高而上涨;Meta则因CapEx上调、投资回报周期不确定而下跌，说明市场不是无脑奖励烧钱，而是在筛选ROI更清晰的赢家。结论是：无论单家公司财报反应如何，四大云巨头“宁可多投、不愿少投”的共同姿态，对AI算力产业链和AI牛市叙事驱动的这一轮全球股市牛市基调而言都是强力支撑。</p></body></html>","source":"highlight_zhitongcaijin","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>经历六年来最强四月之后，华尔街憧憬“AI牛市叙事”碾碎“五月魔咒”</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经历六年来最强四月之后，华尔街憧憬“AI牛市叙事”碾碎“五月魔咒”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-01 22:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1437630.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月1日，经历六年来美股市场最为强劲的四月份之后，华尔街机构投资者以及杠杆型对冲基金们开始憧憬美伊和平谈判前景以及所谓的“AI牛市叙事”能够彻底碾压长期困扰投资者们的“五月魔咒”。美股市场在4月份大幅上涨，两大核心股指录得近六年来最强月度表现。在企业盈利前景改善与人工智能投资热潮推动下，市场情绪显著回暖，即便中东冲突及能源供应风险仍未完全消退，投资者依然保持乐观。标普500指数4月上涨10.4%，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1437630.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/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"FAZ":"三倍做空金融ETF-Direxion","VOO":"Vanguard标普500ETF","SPXL":"三倍做多标普500ETF-Direxion","QQQX":"Nuveen NASDAQ 100 Dynamic Overwrite","HIBL":"Direxion Daily S&P 500 High Beta Bull 3X Shares","NAPR":"Innovator Growth-100 Power Buffer ETF - April","QDEC":"FT Vest Nasdaq-100 Buffer ETF - December","MMAX":"iShares Large Cap Max Buffer Mar ETF","IVV":"标普500ETF-iShares","QID":"两倍做空纳斯达克指数ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","AIPO":"Defiance AI and Power Infrastructure ETF","DIA":"道琼斯ETF","DXD":"两倍做空道琼30指数ETF-ProShares","NJAN":"Innovator Growth-100 Power Buffer ETF - January","SPXS":"三倍做空标普500ETF-Direxion","PSQ":"做空纳斯达克100指数ETF-ProShares","GPIQ":"GOLDMAN SACHS NASDAQ 100 CORE PREMIUM INCOME ETF","SPYH":"Neos S&P 500 Hedged Equity Income 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Index","NDX":"纳斯达克100指数","SDOW":"三倍做空道指30ETF-ProShares"},"source_url":"http://www.zhitongcaijing.com/content/detail/1437630.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2632261001","content_text":"5月1日，经历六年来美股市场最为强劲的四月份之后，华尔街机构投资者以及杠杆型对冲基金们开始憧憬美伊和平谈判前景以及所谓的“AI牛市叙事”能够彻底碾压长期困扰投资者们的“五月魔咒”。美股市场在4月份大幅上涨，两大核心股指录得近六年来最强月度表现。在企业盈利前景改善与人工智能投资热潮推动下，市场情绪显著回暖，即便中东冲突及能源供应风险仍未完全消退，投资者依然保持乐观。标普500指数4月上涨10.4%，创2020年11月以来最佳单月表现;纳指上涨15.3%，为2020年4月以来最大涨幅。随着市场预期美伊和平谈判将走向乐观途径，以及AI算力与强劲财报正在压过油价和地缘风险，共同推动华尔街期待美股在创下多年最强月涨幅后，这种强劲涨势有望延续到5月。周五美股开盘，在巴基斯坦官员表示伊朗就美国提出的和平协议条款所作出的最新回应已送达美国政府之后，市场对于美伊达成长期和平协议的预期大幅升温，美股市场三大股指集体高开，延续了多年来最大单月涨幅的势头——在4月份，围绕AI算力基础设施强劲支出的盈利扩张预期可谓盖过一切风险因素。微软、谷歌以及亚马逊这三家云计算超级巨头同一夜交出亮眼成绩单，凸显出受益于AI大浪潮的云计算业务的超预期爆发速度让华尔街重新定价AI的商业回报。摩根士丹利分析师团队发布的最新研报显示，预计五大超大规模科技巨头们(亚马逊、谷歌、Meta、微软、甲骨文)2026年合计资本开支约8000亿美元，2027年则有望突破1.1万亿美元，较此前预测的9500亿美元再度上调。摩根士丹利的分析师们强调，这些庞大资金投入背后的核心逻辑在于：先重投入、建产能，再靠基于AI算力资源的规模化商业营收和ROIC回收;云计算积压订单的暴增，正是这套逻辑能跑通的最直接证据，这些巨头们云计算业务的超预期爆发速度让华尔街重新定价AI的商业回报。整体而言，这些科技巨头旨在说服更多投资者们相信——它们在人工智能领域的巨额投资即将获得创纪录回报。因此对AI算力产业链以及AI算力牛市叙事所驱动的全球股市牛市行情而言，它们愈发强劲的AI资本开支堪称是实打实的利好因素，将继续支撑围绕AI GPU/ASIC、数据中心CPU、HBM/NAND/HDD存储、2.5D/3D先进封装、液冷散热系统、光互连供应链、数据中心电力链条等等一众AI算力产业链领军者们以及AI牛市叙事所驱动的这一轮全球股市牛市轨迹。AI算力碾压一切？六年来最强四月点燃华尔街，五月行情迎来“续航大考”美股经历多年最强月涨幅后，正准备向5月涨势发起冲刺;AI算力基础设施支出所驱动的强劲财报季仍将是主引擎。周五交易日将为一周密集的大型科技股财报和经济数据画上句号。随着市场进入5月，投资者的注意力正转向一个问题：这轮上涨能否持续?从历史上看，5月通常是一年中股市较弱的六个月区间的起点。根据Fidelity数据，从1945年至2026年4月，标普500指数在5月至10月期间平均上涨约2%。相比之下，11月至次年4月期间的平均涨幅约为7%。尽管企业盈利总体稳健，但部分投资者已对科技巨头的AI支出狂潮表达担忧。围绕部分软件商业模式可持续性的疑虑也开始浮现，促使一些对于AI算力投资主题的立场相对谨慎的投资者们重新评估投资组合。ClearBridge Investments投资组合经理Peter Vanderlee表示：“AI在软件、服务、金融以及其他行业的颠覆性潜力，已经让市场对某些商业模式的持久性和终局价值产生不确定性。”周四公布的经济数据也加剧了市场担忧，即这轮股票买盘狂潮可能需要面对现实检验。尽管美国经济增长在第一季度重新获得动能，但作为经济主要增长引擎的消费者支出出现放缓，个人储蓄率也下降，表明家庭正在动用储蓄来支撑支出。此外，这些数据仅计入了中东战争所造成扰动的一个月影响。随着霍尔木兹海峡航运可能长期陷入停顿，油价可能成为更沉重的负担，尤其是在第一季度退税对消费的支撑逐渐消退之际。Pantheon Macroeconomics首席美国经济学家Samuel Tombs表示：“第一季度GDP表面上看以一个还算体面的速度扩张，但深入观察会发现，在能源冲击真正开始显现之前，美国经济的底层动能已经相当乏力。”这一次，“五月魔咒”不复存在?盲目遵循华尔街那句古老格言“5月卖出然后离场”，可能会让投资者付出代价。眼下，在进入一年中历史上更为动荡的一段时期之际，投资者正在权衡是否应为一轮强劲的市场修复行情画上句号。标普500指数已经上演了一轮戏剧性反弹;在一场由全球石油供应中断引发的抛售之后，该指数仅用11个交易日就收复了近10%的跌幅。这轮急速反弹让投资者开始追问：最糟糕的时刻是否已经过去，还是季节性风暴仍在前方?根据CFRA数据，回溯至1945年，标普500指数在5月至10月期间的长期表现平淡，平均涨幅为2%——远低于11月至次年4月期间近7%的涨幅。不过，过去十年这一时期的表现则强劲得多，平均涨幅达到7%，其中包括去年22.1%的上涨。Carson Group首席市场策略师Ryan Detrick表示：“你很不愿意说要忽视‘5月卖出，离场观望’这句话……但过去十年，它完全没有奏效。”他在谈及过去10年的市场表现时表示：“如果投资者真的盲目地在5月卖出、转为现金，甚至转向防御性配置，他们实际上会严重伤害自己。”一项分析报告显示，自2016年5月以来，如果将1万美元持续投资于标普500指数，资金将增长至约3.4万美元，几乎是“5月卖出”策略的两倍;后者会在夏季期间持有现金。有资深策略师表示，今年有几个因素为股市勾勒出较为乐观的图景，说明仅仅因为日历因素而过度看空并不合适。随着市场对美伊冲突大规模升级的担忧缓解，股市已从一轮急剧抛售中强劲恢复。强劲的企业盈利支撑了市场情绪，而美国经济在伊朗战争引发的能源冲击中也展现出韧性。Ballast Rock Private Wealth投资组合经理Jim Carroll表示：“如果说有哪一年你可能会想把季节性因素扔到窗外，那可能就是今年。”自2016年5月以来，1万美元持续投资于标普500指数将增长至约3.4万美元，几乎是“5月卖出”策略的足足两倍。此外，CFRA汇编的一项长期统计数据显示，自第二次世界大战以来，在市场从5.5%至9.9%的回调中收复全部失地后，随后三个月通常会再上涨超过8%。在上述这些积极角度的历史数据支撑下，再叠加科技巨头们主导的超过7000亿美元的新一轮AI算力基础设施支出狂潮，正如上所述，对AI算力产业链以及AI算力牛市叙事所驱动的全球股市牛市行情而言，涨势如虹的上行轨迹可能远未完结。四大云巨头最新财报释放的共同信号是：即便单家公司股价因ROI、利润率或自由现金流压力而分化，AI资本开支总量并未降温，反而继续上修。比如微软财报本身强劲，但不是“无瑕疵的AI庆功宴”——投资者认可围绕AI的愈发强劲算力资源需求，却开始要求管理层证明巨额AI CapEx(AI资本支出)能够持续转化为愈发强劲的云计算与软件业务营收、整体利润率和强劲增长的现金流。。但是微软财报确实验证了AI算力需求仍在炸裂式扩张(1900亿美元加码数据中心扩建与新建进程)、Azure仍接近40%高增长、企业软件基本盘稳固，也有利于AI GPU/AI ASIC、数据中心CPU、HBM等等AI算力链条继续获得无比强劲订单支撑。对AI算力链而言，这几乎是“订单能见度”层面的强化：GPU/ASIC、HBM/DRAM/NAND、HDD、PCB/CCL/MLCC、光模块、交换机、铜缆、数据中心电源设备、液冷、数据中心工程与电力基础设施都会受益。尤其是当前瓶颈不只在GPU，还扩散到内存、存储、PCB、网络和电力，巨头持续加码CapEx意味着上游硬件供应商的定价权、产能利用率和订单可见度仍会维持高位。Alphabet云营收同比增长63%、云积压订单接近4620亿美元，微软Azure增长约40%、AI业务年化营收运行率超过370亿美元，这些数据说明AI投入并非完全停留在“叙事”，而已经在云计算相关创收、企业AI需求和算力消耗中兑现。毋庸置疑的是，AI CapEx狂潮继续构成牛市主引擎，但市场会越来越挑剔“谁能把投入变成实际营收、利润甚至现金流”。 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炒股就是炒作","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559552127063408","isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559045093288064,"gmtCreate":1777517400857,"gmtModify":1777517403590,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"爱爱爱爱爱爱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090487371938690","authorIdStr":"4090487371938690"},"themes":[],"title":"","htmlText":"s还是h","listText":"s还是h","text":"s还是h","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559045093288064","repostId":"1131818792","repostType":2,"repost":{"id":"1131818792","kind":"news","weMediaInfo":{"introduction":"港美股公告全覆盖","home_visible":1,"media_name":"公告速递","id":"1097772564","head_image":"https://community-static.tradeup.com/news/ed558ed0402cbe7d1ef4d150458f2b2e"},"pubTimestamp":1777502458,"share":"https://www.laohu8.com/m/news/1131818792?lang=zh_CN&edition=full","pubTime":"2026-04-30 06:40","market":"hk","language":"zh","title":"华勤技术建议派发末期股息每10股12元人民币，待股东大会批准","url":"https://stock-news.laohu8.com/highlight/detail?id=1131818792","media":"公告速递","summary":"华勤技术(03296)发布截至2025年12月31日止年度之末期股息公告，拟宣派普通末期股息每10股人民币12元。\n上述股息分派方案尚待2026年5月20日召开的股东周年大会批准。待批准后，最终派发金额将以港元支付，具体金额及适用汇率有待公布。\n时间安排上，除净日为2026年5月22日，为符合获取股息分派资格而递交股份过户文件的最后时限为2026年5月26日下午4时30分。公司将自2026年5月27日至6月2日暂停办理股份过户登记，股权登记日定于2026年6月2日。股息派发日期有待后续公布。\n代扣所得税相关信息亦待公布。卓佳证券登记有限公司为香港股份过户登记处。","content":"<p>华勤技术(03296)发布截至2025年12月31日止年度之末期股息公告，拟宣派普通末期股息每10股人民币12元。</p>\n<p>上述股息分派方案尚待2026年5月20日召开的股东周年大会批准。待批准后，最终派发金额将以港元支付，具体金额及适用汇率有待公布。</p>\n<p>时间安排上，除净日为2026年5月22日，为符合获取股息分派资格而递交股份过户文件的最后时限为2026年5月26日下午4时30分。公司将自2026年5月27日至6月2日暂停办理股份过户登记，股权登记日定于2026年6月2日。股息派发日期有待后续公布。</p>\n<p>代扣所得税相关信息亦待公布。卓佳证券登记有限公司为香港股份过户登记处。</p>","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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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华勤技术建议派发末期股息每10股12元人民币，待股东大会批准\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1097772564\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/ed558ed0402cbe7d1ef4d150458f2b2e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">公告速递 </p>\n<p class=\"h-time\">2026-04-30 06:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>华勤技术(03296)发布截至2025年12月31日止年度之末期股息公告，拟宣派普通末期股息每10股人民币12元。</p>\n<p>上述股息分派方案尚待2026年5月20日召开的股东周年大会批准。待批准后，最终派发金额将以港元支付，具体金额及适用汇率有待公布。</p>\n<p>时间安排上，除净日为2026年5月22日，为符合获取股息分派资格而递交股份过户文件的最后时限为2026年5月26日下午4时30分。公司将自2026年5月27日至6月2日暂停办理股份过户登记，股权登记日定于2026年6月2日。股息派发日期有待后续公布。</p>\n<p>代扣所得税相关信息亦待公布。卓佳证券登记有限公司为香港股份过户登记处。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03296":"华勤技术"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131818792","content_text":"华勤技术(03296)发布截至2025年12月31日止年度之末期股息公告，拟宣派普通末期股息每10股人民币12元。\n上述股息分派方案尚待2026年5月20日召开的股东周年大会批准。待批准后，最终派发金额将以港元支付，具体金额及适用汇率有待公布。\n时间安排上，除净日为2026年5月22日，为符合获取股息分派资格而递交股份过户文件的最后时限为2026年5月26日下午4时30分。公司将自2026年5月27日至6月2日暂停办理股份过户登记，股权登记日定于2026年6月2日。股息派发日期有待后续公布。\n代扣所得税相关信息亦待公布。卓佳证券登记有限公司为香港股份过户登记处。","news_type":1,"symbols_score_info":{"03296":1}},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558667690397984,"gmtCreate":1777425261285,"gmtModify":1777425263716,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"爱爱爱爱爱爱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090487371938690","authorIdStr":"4090487371938690"},"themes":[],"title":"","htmlText":"谢谢 对神棍就不要有幻想","listText":"谢谢 对神棍就不要有幻想","text":"谢谢 对神棍就不要有幻想","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/558667690397984","repostId":"1153273194","repostType":2,"repost":{"id":"1153273194","kind":"news","pubTimestamp":1777425131,"share":"https://www.laohu8.com/m/news/1153273194?lang=zh_CN&edition=full","pubTime":"2026-04-29 09:12","market":"us","language":"zh","title":"特朗普“为无限期封锁伊朗”做准备，核谈陷僵局，油价承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1153273194","media":"华尔街见闻","summary":"4月29日，据美国媒体28日报道，美国总统特朗普告诉助手，要准备好长期封锁伊朗。 (新华社)","content":"<html><head></head><body><blockquote><p>特朗普已向助手明确：为长期封锁伊朗做好准备。面对重启轰炸、接受伊朗方案、维持封锁三选项，他选择&#34;拖字诀&#34;。封锁虽已重创伊朗经济、迫使德黑兰释放接触信号，却同步推高美国油价、拖累民调支持率。核谈判陷入停滞，双方各认为时间站在自己一边，部分美国官员预判最终可能既不会达成核协议，也不会重启战争。</p></blockquote><p style=\"text-align: justify;\">面对美伊谈判僵局，特朗普选择“拖字诀”，这一决定标志着冲突进入新阶段，也令本已陷入僵局的核谈判前景更加扑朔迷离。</p><p style=\"text-align: justify;\">新华社援引美国媒体28日报道，美国总统特朗普已告知助手，要为长期封锁伊朗做好准备。</p><p style=\"text-align: justify;\">据媒体报道，特朗普在包括周一白宫战情室会议在内的多次会议中，<strong>明确选择继续通过封锁伊朗港口来压缩其经济和石油出口，以迫使德黑兰在核问题上作出让步。</strong>特朗普在其社交媒体平台Truth Social上写道，封锁正将伊朗推向&#34;崩溃边缘&#34;。</p><p style=\"text-align: justify;\">这一强硬立场对全球能源市场构成持续压力。霍尔木兹海峡通行量已降至本轮冲突爆发以来的最低水平，<strong>油价承受上行压力，美国国内汽油价格随之上涨</strong>，并已对特朗普的民调支持率造成拖累，令共和党在中期选举中的前景蒙上阴影。</p><h2 id=\"id_3784353635\">三条路均有代价，特朗普选择&#34;拖&#34;字诀</h2><p style=\"text-align: justify;\">特朗普目前面临三个选项：恢复轰炸、接受伊朗提议脱身，或维持封锁。他评估后认为，前两者的风险均高于继续封锁。</p><p style=\"text-align: justify;\">重启军事打击虽可进一步削弱伊朗，但德黑兰极可能以破坏海湾地区能源基础设施作为报复，推高战争成本。单方面停止封锁则意味着接受伊朗上周末提出的方案——该方案允许德黑兰自行设定谈判条件，白宫认为这将削弱美方在核问题上的筹码。</p><p style=\"text-align: justify;\">维持封锁虽不能提供速胜，但一名美国高级官员表示，<strong>封锁已明显重创伊朗经济——伊朗正面临大量未售出石油的储存压力，并已促使德黑兰主动向华盛顿发出新的接触信号。</strong></p><p style=\"text-align: justify;\">布鲁金斯学会外交政策项目副主席、伊朗问题专家Suzanne Maloney指出：&#34;伊朗正在盘算，其承受和规避封锁的能力，能否超过美国阻止更大范围能源危机乃至全球衰退的意愿。</p><h2 id=\"id_940733807\">核谈判实质停滞，双方均认为时间站在自己一边</h2><p style=\"text-align: justify;\">尽管白宫此前预期美伊谈判将于上周末在巴基斯坦重启，但谈判目前已陷入停滞。</p><p style=\"text-align: justify;\">伊朗周一告知调停方，需要数日时间向最高领袖穆杰塔巴·哈梅内伊请示，再提出修改后的方案。但地区调停方对伊朗的更新方案能否带来突破持怀疑态度。伊朗官员坚持要求华盛顿放弃其所称的&#34;极限施压&#34;要求，同时维持对霍尔木兹海峡的封锁。</p><p style=\"text-align: justify;\"><strong>特朗普目前不愿放弃的核心诉求是：伊朗至少承诺暂停核浓缩活动20年，并在此后接受相关限制。他周一认定，伊朗提出的&#34;分三步重开霍尔木兹海峡、将核问题留至最后阶段&#34;的方案，证明德黑兰并非真诚谈判。</strong></p><p style=\"text-align: justify;\">前美国情报界伊朗问题高级分析师Eric Brewer表示：&#34;他没有接受这份协议，我并不感到意外，因为它根本没有触及核问题。当你还在等待封锁能否对伊朗造成严重经济打击时，为什么要接受伊朗的方案？&#34;</p><p style=\"text-align: justify;\">德国风险分析与国际安全研究所所长、前德国国防部幕僚长Nico Lange则指出：&#34;双方似乎都认为自己的判断是正确的，时间站在自己这边。&#34;</p><h2 id=\"id_98753464\">内部分歧与伊朗强硬派，令外交更加复杂</h2><p style=\"text-align: justify;\">特朗普正面临来自内部的相互矛盾的建议。南卡罗来纳州共和党参议员Lindsey Graham等盟友公开敦促白宫继续向德黑兰施压；而另一些与总统关系密切的商界人士则担忧，霍尔木兹海峡持续关闭或战事升级只会进一步损害经济，在中期选举前夕形成政治致命伤。</p><p style=\"text-align: justify;\">国务卿Marco Rubio在周一的媒体采访中点出了另一层复杂性——伊朗内部的权力争夺正在干扰任何外交努力。&#34;Rubio说，&#34;我们的谈判代表不只是在和伊朗人谈判，那些伊朗人还要再去和另一批伊朗人谈判，才能搞清楚他们能同意什么、能提供什么、愿意做什么，甚至愿意和谁会面。&#34;</p><p style=\"text-align: justify;\">与此同时，美国官员也意识到，随着封锁持续收紧，伊朗可能寻求迫使华盛顿在升级冲突与妥协让步之间作出抉择——包括恢复对地区能源设施的袭击，或针对执行封锁的美国海军资产发动攻击。据华尔街日报报道，部分美国官员已开始认为，这场历时八周的冲突，最终可能既不会达成核协议，也不会重启战争。</p></body></html>","source":"lsy1762389672944","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>特朗普“为无限期封锁伊朗”做准备，核谈陷僵局，油价承压</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特朗普“为无限期封锁伊朗”做准备，核谈陷僵局，油价承压\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-29 09:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3771197><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特朗普已向助手明确：为长期封锁伊朗做好准备。面对重启轰炸、接受伊朗方案、维持封锁三选项，他选择\"拖字诀\"。封锁虽已重创伊朗经济、迫使德黑兰释放接触信号，却同步推高美国油价、拖累民调支持率。核谈判陷入停滞，双方各认为时间站在自己一边，部分美国官员预判最终可能既不会达成核协议，也不会重启战争。面对美伊谈判僵局，特朗普选择“拖字诀”，这一决定标志着冲突进入新阶段，也令本已陷入僵局的核谈判前景更加扑朔迷离...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3771197\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/816a0c3e72eee473313fa6139e832464","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3771197","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153273194","content_text":"特朗普已向助手明确：为长期封锁伊朗做好准备。面对重启轰炸、接受伊朗方案、维持封锁三选项，他选择\"拖字诀\"。封锁虽已重创伊朗经济、迫使德黑兰释放接触信号，却同步推高美国油价、拖累民调支持率。核谈判陷入停滞，双方各认为时间站在自己一边，部分美国官员预判最终可能既不会达成核协议，也不会重启战争。面对美伊谈判僵局，特朗普选择“拖字诀”，这一决定标志着冲突进入新阶段，也令本已陷入僵局的核谈判前景更加扑朔迷离。新华社援引美国媒体28日报道，美国总统特朗普已告知助手，要为长期封锁伊朗做好准备。据媒体报道，特朗普在包括周一白宫战情室会议在内的多次会议中，明确选择继续通过封锁伊朗港口来压缩其经济和石油出口，以迫使德黑兰在核问题上作出让步。特朗普在其社交媒体平台Truth Social上写道，封锁正将伊朗推向\"崩溃边缘\"。这一强硬立场对全球能源市场构成持续压力。霍尔木兹海峡通行量已降至本轮冲突爆发以来的最低水平，油价承受上行压力，美国国内汽油价格随之上涨，并已对特朗普的民调支持率造成拖累，令共和党在中期选举中的前景蒙上阴影。三条路均有代价，特朗普选择\"拖\"字诀特朗普目前面临三个选项：恢复轰炸、接受伊朗提议脱身，或维持封锁。他评估后认为，前两者的风险均高于继续封锁。重启军事打击虽可进一步削弱伊朗，但德黑兰极可能以破坏海湾地区能源基础设施作为报复，推高战争成本。单方面停止封锁则意味着接受伊朗上周末提出的方案——该方案允许德黑兰自行设定谈判条件，白宫认为这将削弱美方在核问题上的筹码。维持封锁虽不能提供速胜，但一名美国高级官员表示，封锁已明显重创伊朗经济——伊朗正面临大量未售出石油的储存压力，并已促使德黑兰主动向华盛顿发出新的接触信号。布鲁金斯学会外交政策项目副主席、伊朗问题专家Suzanne Maloney指出：\"伊朗正在盘算，其承受和规避封锁的能力，能否超过美国阻止更大范围能源危机乃至全球衰退的意愿。核谈判实质停滞，双方均认为时间站在自己一边尽管白宫此前预期美伊谈判将于上周末在巴基斯坦重启，但谈判目前已陷入停滞。伊朗周一告知调停方，需要数日时间向最高领袖穆杰塔巴·哈梅内伊请示，再提出修改后的方案。但地区调停方对伊朗的更新方案能否带来突破持怀疑态度。伊朗官员坚持要求华盛顿放弃其所称的\"极限施压\"要求，同时维持对霍尔木兹海峡的封锁。特朗普目前不愿放弃的核心诉求是：伊朗至少承诺暂停核浓缩活动20年，并在此后接受相关限制。他周一认定，伊朗提出的\"分三步重开霍尔木兹海峡、将核问题留至最后阶段\"的方案，证明德黑兰并非真诚谈判。前美国情报界伊朗问题高级分析师Eric Brewer表示：\"他没有接受这份协议，我并不感到意外，因为它根本没有触及核问题。当你还在等待封锁能否对伊朗造成严重经济打击时，为什么要接受伊朗的方案？\"德国风险分析与国际安全研究所所长、前德国国防部幕僚长Nico Lange则指出：\"双方似乎都认为自己的判断是正确的，时间站在自己这边。\"内部分歧与伊朗强硬派，令外交更加复杂特朗普正面临来自内部的相互矛盾的建议。南卡罗来纳州共和党参议员Lindsey Graham等盟友公开敦促白宫继续向德黑兰施压；而另一些与总统关系密切的商界人士则担忧，霍尔木兹海峡持续关闭或战事升级只会进一步损害经济，在中期选举前夕形成政治致命伤。国务卿Marco Rubio在周一的媒体采访中点出了另一层复杂性——伊朗内部的权力争夺正在干扰任何外交努力。\"Rubio说，\"我们的谈判代表不只是在和伊朗人谈判，那些伊朗人还要再去和另一批伊朗人谈判，才能搞清楚他们能同意什么、能提供什么、愿意做什么，甚至愿意和谁会面。\"与此同时，美国官员也意识到，随着封锁持续收紧，伊朗可能寻求迫使华盛顿在升级冲突与妥协让步之间作出抉择——包括恢复对地区能源设施的袭击，或针对执行封锁的美国海军资产发动攻击。据华尔街日报报道，部分美国官员已开始认为，这场历时八周的冲突，最终可能既不会达成核协议，也不会重启战争。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"函盖乾坤截断众流随波逐浪","avatar":"https://static.tigerbbs.com/f4602544b3ccc4c41a2be942e28cbf75","crmLevel":9,"crmLevelSwitch":1,"idStr":"3544441872957647","authorIdStr":"3544441872957647"},"content":"你说的神棍包不包括沙特，阿联酋这些中东王爷呢？包不包括以色列和他们的希伯来圣经？包不包括日本神道教的“天皇”？欧美人结婚在教堂发誓算不算神棍呢？生了孩子要让牧师祝福算不算神棍呢？","text":"你说的神棍包不包括沙特，阿联酋这些中东王爷呢？包不包括以色列和他们的希伯来圣经？包不包括日本神道教的“天皇”？欧美人结婚在教堂发誓算不算神棍呢？生了孩子要让牧师祝福算不算神棍呢？","html":"你说的神棍包不包括沙特，阿联酋这些中东王爷呢？包不包括以色列和他们的希伯来圣经？包不包括日本神道教的“天皇”？欧美人结婚在教堂发誓算不算神棍呢？生了孩子要让牧师祝福算不算神棍呢？"},{"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"函盖乾坤截断众流随波逐浪","avatar":"https://static.tigerbbs.com/f4602544b3ccc4c41a2be942e28cbf75","crmLevel":9,"crmLevelSwitch":1,"idStr":"3544441872957647","authorIdStr":"3544441872957647"},"content":"你说的神棍包不包括沙特，阿联酋这些中东王爷呢？包不包括以色列和他们的希伯来圣经？包不包括日本神道教的“天皇”？欧美人结婚在教堂发誓算不算神棍呢？生了孩子要让牧师祝福算不算神棍呢？","text":"你说的神棍包不包括沙特，阿联酋这些中东王爷呢？包不包括以色列和他们的希伯来圣经？包不包括日本神道教的“天皇”？欧美人结婚在教堂发誓算不算神棍呢？生了孩子要让牧师祝福算不算神棍呢？","html":"你说的神棍包不包括沙特，阿联酋这些中东王爷呢？包不包括以色列和他们的希伯来圣经？包不包括日本神道教的“天皇”？欧美人结婚在教堂发誓算不算神棍呢？生了孩子要让牧师祝福算不算神棍呢？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554611203293440,"gmtCreate":1776437690274,"gmtModify":1776440285171,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"爱爱爱爱爱爱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090487371938690","authorIdStr":"4090487371938690"},"themes":[],"title":"","htmlText":"垃圾","listText":"垃圾","text":"垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554611203293440","repostId":"1102817385","repostType":2,"repost":{"id":"1102817385","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":1776436643,"share":"https://www.laohu8.com/m/news/1102817385?lang=zh_CN&edition=full","pubTime":"2026-04-17 22:37","market":"fut","language":"zh","title":"伊朗已同意不再关闭霍尔木兹海峡！美股持续走高，美、布两油期货重挫12%","url":"https://stock-news.laohu8.com/highlight/detail?id=1102817385","media":"老虎资讯综合","summary":"4月17日，美股持续走高，道琼斯指数涨超2%，标普500指数涨1.2%，纳斯达克综合指数涨1.4%；科技股普涨，特斯拉、苹果、亚马逊涨超2%；美、布两油期货价格日内重挫12%。","content":"<html><head></head><body><p>4月17日，美股持续走高，道琼斯指数涨超2%，标普500指数涨1.2%，纳斯达克综合指数涨1.4%；科技股普涨，特斯拉、苹果、亚马逊涨超2%；美、布两油期货价格日内重挫12%。美国总统特朗普：伊朗已同意不再关闭霍尔木兹海峡，它将不再被用作对抗世界的武器；伊朗同意停止浓缩铀。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47874c0e9eb684a2a0b275d6e10223eb\" 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\" 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22:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月17日，美股持续走高，道琼斯指数涨超2%，标普500指数涨1.2%，纳斯达克综合指数涨1.4%；科技股普涨，特斯拉、苹果、亚马逊涨超2%；美、布两油期货价格日内重挫12%。美国总统特朗普：伊朗已同意不再关闭霍尔木兹海峡，它将不再被用作对抗世界的武器；伊朗同意停止浓缩铀。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47874c0e9eb684a2a0b275d6e10223eb\" 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/665a86622eb77740913a851377a20872","relate_stocks":{".IXIC":"NASDAQ Composite","NDX":"纳斯达克100指数",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102817385","content_text":"4月17日，美股持续走高，道琼斯指数涨超2%，标普500指数涨1.2%，纳斯达克综合指数涨1.4%；科技股普涨，特斯拉、苹果、亚马逊涨超2%；美、布两油期货价格日内重挫12%。美国总统特朗普：伊朗已同意不再关闭霍尔木兹海峡，它将不再被用作对抗世界的武器；伊朗同意停止浓缩铀。","news_type":1,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"NDX":2}},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553910401464536,"gmtCreate":1776266672027,"gmtModify":1776267991699,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"爱爱爱爱爱爱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090487371938690","authorIdStr":"4090487371938690"},"themes":[],"title":"","htmlText":"牛逼&nbsp;","listText":"牛逼&nbsp;","text":"牛逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553910401464536","repostId":"2627235381","repostType":2,"repost":{"id":"2627235381","kind":"news","pubTimestamp":1776266100,"share":"https://www.laohu8.com/m/news/2627235381?lang=zh_CN&edition=full","pubTime":"2026-04-15 23:15","market":"us","language":"zh","title":"卖鞋不如卖算力！Allbirds一夜“变AI”，股价暴涨逾600%，市场为何买单？","url":"https://stock-news.laohu8.com/highlight/detail?id=2627235381","media":"智通财经","summary":"曾经红极一时的“硅谷神鞋” Allbirds正式宣布了其商业史上最魔幻的一次转身，卖掉赖以生存的鞋履业务，拿着剩下的“壳”和新融到的5000万美元，杀入GPU算力租赁赛道。智通财经APP获悉，该公司宣布完成一项规模5000万美元的可转债融资，用于转型AI算力基础设施，并计划更名为“NewBird AI”。消息公布后，股价单日暴涨超过400%。与此同时，Allbirds本身的市值体量也为这一叙事提供了理想载体。Allbirds的不同之处，只在于这一次的关键词是AI。","content":"<html><head></head><body><p>曾经红极一时的“硅谷神鞋” Allbirds(BIRD.US)正式宣布了其商业史上最魔幻的一次转身，卖掉赖以生存的鞋履业务，拿着剩下的“壳”和新融到的5000万美元，杀入GPU算力租赁赛道。</p><h2 id=\"id_1785773711\">从环保鞋到AI云：一场“换赛道式重生”</h2><p>Allbirds这家曾以环保理念和“科技感舒适鞋”走红的品牌，如今选择彻底告别主业，转身投入人工智能浪潮。</p><p>该公司宣布完成一项规模5000万美元的可转债融资，用于转型AI算力基础设施，并计划更名为“NewBird AI”。消息公布后，股价单日暴涨逾600%。而就在不久前，这家公司还在出售其鞋类业务，整体估值仅约3900万美元，甚至一度接近停止运营边缘。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09f53869893c796608ad0e8b70bd0792\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>从卖鞋到卖算力，这并非传统意义上的业务升级，而更像是一场“重启”。公司一方面剥离原有消费品资产，另一方面则描绘出成为GPU即服务(GPUaaS)提供商与AI原生云平台的蓝图。这种从品牌消费到算力基础设施的跨越，与其说是转型，不如说是一次彻底更换商业叙事。</p><h2 id=\"id_3603390556\">为什么市场依然愿意买单？</h2><p>如果从基本面角度审视，这一逻辑并不严谨。但从市场运行机制来看，却并不难理解。</p><p>过去十余年，从互联网到新能源，再到如今的人工智能，资本市场反复验证了一点，赛道往往先于盈利被定价，叙事常常先于现实发生。</p><p>在当前AI浪潮中，算力被视为最核心、也最稀缺的资源之一。<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)的持续强势，以及<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>(CRWV.US)的迅速崛起，都强化了“算力即价值”的共识。在这样的背景下，只要公司宣称进入这一赛道，便足以获得市场的短期关注。</p><p>与此同时，Allbirds本身的市值体量也为这一叙事提供了<a href=\"https://laohu8.com/S/LI\">理想</a>载体。</p><p>在经历多年股价下行后，公司估值已大幅缩水，小市值、高弹性的特征，使其更容易被资金推动，从而放大价格波动。这类公司往往不是因为基本面改变而上涨，而是因为“更容易讲故事”。</p><p>但市场的热情，并不能消除现实的约束。</p><p>AI基础设施并非轻资产行业，其门槛包括高额资本开支、数据中心建设能力、稳定客户资源以及复杂的运维体系。这些能力，并不会因为一笔5000万美元融资而迅速建立。</p><p>正如分析人士所指出，这一转型或有助于摆脱原有低利润模式，但执行风险依然极高。</p><h2 id=\"id_1353381574\">历史在重复：只是换了一个名字</h2><p>如果将视角拉长，这一幕并不陌生。</p><p>从互联网泡沫到区块链热潮，再到元宇宙概念，市场曾多次出现企业通过“换叙事”实现估值重构的案例。不同的时代有不同的关键词，但相似的路径不断重复，故事先行，基本面随后验证。</p><p>Allbirds的不同之处，只在于这一次的关键词是AI。该公司是否能够成功转型，或许并不是这件事最重要的部分。</p><p>更值得关注的是，它所反映出的市场情绪。当一家接近退出原有业务的公司，仅凭“转型AI”便获得数倍涨幅时，说明市场风险偏好正在回升，资金开始重新拥抱高不确定性与高弹性的标的。</p><p>但这也意味着，市场正在进入一个对“故事”更为宽容的阶段，而这样的阶段，往往伴随着更大的分化。真正具备技术与资源优势的公司，最终会留下，其余参与者，则需要时间来证明自己。</p><p>在AI时代，最先上涨的，往往不是最会赚钱的公司，而是最先讲出新故事的那一批。至于故事能否兑现，市场通常不会立刻给出答案。</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>卖鞋不如卖算力！Allbirds一夜“变AI”，股价暴涨逾600%，市场为何买单？</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1429080.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/6a8642475395bb363eacb86148917e7b","relate_stocks":{"BIRD":"Allbirds, Inc.","BK4146":"鞋类"},"source_url":"http://www.zhitongcaijing.com/content/detail/1429080.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2627235381","content_text":"曾经红极一时的“硅谷神鞋” Allbirds(BIRD.US)正式宣布了其商业史上最魔幻的一次转身，卖掉赖以生存的鞋履业务，拿着剩下的“壳”和新融到的5000万美元，杀入GPU算力租赁赛道。从环保鞋到AI云：一场“换赛道式重生”Allbirds这家曾以环保理念和“科技感舒适鞋”走红的品牌，如今选择彻底告别主业，转身投入人工智能浪潮。该公司宣布完成一项规模5000万美元的可转债融资，用于转型AI算力基础设施，并计划更名为“NewBird AI”。消息公布后，股价单日暴涨逾600%。而就在不久前，这家公司还在出售其鞋类业务，整体估值仅约3900万美元，甚至一度接近停止运营边缘。从卖鞋到卖算力，这并非传统意义上的业务升级，而更像是一场“重启”。公司一方面剥离原有消费品资产，另一方面则描绘出成为GPU即服务(GPUaaS)提供商与AI原生云平台的蓝图。这种从品牌消费到算力基础设施的跨越，与其说是转型，不如说是一次彻底更换商业叙事。为什么市场依然愿意买单？如果从基本面角度审视，这一逻辑并不严谨。但从市场运行机制来看，却并不难理解。过去十余年，从互联网到新能源，再到如今的人工智能，资本市场反复验证了一点，赛道往往先于盈利被定价，叙事常常先于现实发生。在当前AI浪潮中，算力被视为最核心、也最稀缺的资源之一。英伟达(NVDA.US)的持续强势，以及CoreWeave(CRWV.US)的迅速崛起，都强化了“算力即价值”的共识。在这样的背景下，只要公司宣称进入这一赛道，便足以获得市场的短期关注。与此同时，Allbirds本身的市值体量也为这一叙事提供了理想载体。在经历多年股价下行后，公司估值已大幅缩水，小市值、高弹性的特征，使其更容易被资金推动，从而放大价格波动。这类公司往往不是因为基本面改变而上涨，而是因为“更容易讲故事”。但市场的热情，并不能消除现实的约束。AI基础设施并非轻资产行业，其门槛包括高额资本开支、数据中心建设能力、稳定客户资源以及复杂的运维体系。这些能力，并不会因为一笔5000万美元融资而迅速建立。正如分析人士所指出，这一转型或有助于摆脱原有低利润模式，但执行风险依然极高。历史在重复：只是换了一个名字如果将视角拉长，这一幕并不陌生。从互联网泡沫到区块链热潮，再到元宇宙概念，市场曾多次出现企业通过“换叙事”实现估值重构的案例。不同的时代有不同的关键词，但相似的路径不断重复，故事先行，基本面随后验证。Allbirds的不同之处，只在于这一次的关键词是AI。该公司是否能够成功转型，或许并不是这件事最重要的部分。更值得关注的是，它所反映出的市场情绪。当一家接近退出原有业务的公司，仅凭“转型AI”便获得数倍涨幅时，说明市场风险偏好正在回升，资金开始重新拥抱高不确定性与高弹性的标的。但这也意味着，市场正在进入一个对“故事”更为宽容的阶段，而这样的阶段，往往伴随着更大的分化。真正具备技术与资源优势的公司，最终会留下，其余参与者，则需要时间来证明自己。在AI时代，最先上涨的，往往不是最会赚钱的公司，而是最先讲出新故事的那一批。至于故事能否兑现，市场通常不会立刻给出答案。","news_type":1,"symbols_score_info":{"BIRD":2}},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553842670007696,"gmtCreate":1776250067904,"gmtModify":1776250070431,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"爱爱爱爱爱爱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090487371938690","authorIdStr":"4090487371938690"},"themes":[],"title":"","htmlText":"谁造的谣","listText":"谁造的谣","text":"谁造的谣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553842670007696","repostId":"1108012689","repostType":4,"repost":{"id":"1108012689","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":1776245199,"share":"https://www.laohu8.com/m/news/1108012689?lang=zh_CN&edition=full","pubTime":"2026-04-15 17:26","market":"us","language":"zh","title":"度小满拟赴港上市？消息人士：不实，系对传闻的拼凑与虚构","url":"https://stock-news.laohu8.com/highlight/detail?id=1108012689","media":"老虎资讯综合","summary":"公司已通过法律途径维护合法权益。","content":"<html><head></head><body><p>近日，有关度小满最快将于2026年上半年向港交所递交招股书，拟主板挂牌上市的信息在社交媒体传播。<strong>有媒体记者从接近度小满人士处获悉，相关信息不实，系对传闻的拼凑与虚构。</strong>公司已通过法律途径维护合法权益，并将追究相关方责任。</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>度小满拟赴港上市？消息人士：不实，系对传闻的拼凑与虚构</title>\n<style 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17:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>近日，有关度小满最快将于2026年上半年向港交所递交招股书，拟主板挂牌上市的信息在社交媒体传播。<strong>有媒体记者从接近度小满人士处获悉，相关信息不实，系对传闻的拼凑与虚构。</strong>公司已通过法律途径维护合法权益，并将追究相关方责任。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aaaea765b6d4f48d23d2f7b2925a992a","relate_stocks":{"BIDU":"百度","09888":"百度集团-SW"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108012689","content_text":"近日，有关度小满最快将于2026年上半年向港交所递交招股书，拟主板挂牌上市的信息在社交媒体传播。有媒体记者从接近度小满人士处获悉，相关信息不实，系对传闻的拼凑与虚构。公司已通过法律途径维护合法权益，并将追究相关方责任。","news_type":1,"symbols_score_info":{"BIDU":2,"09888":2}},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553547196629024,"gmtCreate":1776178004506,"gmtModify":1776179278781,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"爱爱爱爱爱爱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090487371938690","authorIdStr":"4090487371938690"},"themes":[],"title":"","htmlText":"怂逼","listText":"怂逼","text":"怂逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553547196629024","repostId":"1114766727","repostType":4,"repost":{"id":"1114766727","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":1776167975,"share":"https://www.laohu8.com/m/news/1114766727?lang=zh_CN&edition=full","pubTime":"2026-04-14 19:59","market":"us","language":"zh","title":"市场消息：伊朗考虑暂停霍尔木兹海峡航运活动，以避免破坏和谈","url":"https://stock-news.laohu8.com/highlight/detail?id=1114766727","media":"老虎资讯综合","summary":"4月14日，市场消息：伊朗考虑暂停其在霍尔木兹海峡的航运活动，以避免阻碍相关谈判的进展。","content":"<html><head></head><body><p>4月14日，据一位熟悉德黑兰内部讨论的人士透露，伊朗正考虑暂时停止通过霍尔木兹海峡的航运，以避免挑战美国的海上封锁并破坏新一轮和平谈判。知情人士表示，这一潜在的暂停反映了在华盛顿与德黑兰安排下一次面对面会谈的后勤工作之际，伊朗希望避免在敏感外交时刻出现局势立即升级。</p><p>知情人士称，暂停海上活动数天被视为一种可行的务实举措，以防止发生可能破坏恢复谈判的脆弱努力的事件。他们表示，伊朗的考量仍在变化之中。例如，伊朗伊斯兰革命卫队可能会迅速改变策略，试图证明美国的封锁可以受到挑战且不会产生后果，此举将有可能破坏外交轨道。</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>市场消息：伊朗考虑暂停霍尔木兹海峡航运活动，以避免破坏和谈</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市场消息：伊朗考虑暂停霍尔木兹海峡航运活动，以避免破坏和谈\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\">2026-04-14 19:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月14日，据一位熟悉德黑兰内部讨论的人士透露，伊朗正考虑暂时停止通过霍尔木兹海峡的航运，以避免挑战美国的海上封锁并破坏新一轮和平谈判。知情人士表示，这一潜在的暂停反映了在华盛顿与德黑兰安排下一次面对面会谈的后勤工作之际，伊朗希望避免在敏感外交时刻出现局势立即升级。</p><p>知情人士称，暂停海上活动数天被视为一种可行的务实举措，以防止发生可能破坏恢复谈判的脆弱努力的事件。他们表示，伊朗的考量仍在变化之中。例如，伊朗伊斯兰革命卫队可能会迅速改变策略，试图证明美国的封锁可以受到挑战且不会产生后果，此举将有可能破坏外交轨道。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/82d4d50ba10c71534ad72152d799844b","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114766727","content_text":"4月14日，据一位熟悉德黑兰内部讨论的人士透露，伊朗正考虑暂时停止通过霍尔木兹海峡的航运，以避免挑战美国的海上封锁并破坏新一轮和平谈判。知情人士表示，这一潜在的暂停反映了在华盛顿与德黑兰安排下一次面对面会谈的后勤工作之际，伊朗希望避免在敏感外交时刻出现局势立即升级。知情人士称，暂停海上活动数天被视为一种可行的务实举措，以防止发生可能破坏恢复谈判的脆弱努力的事件。他们表示，伊朗的考量仍在变化之中。例如，伊朗伊斯兰革命卫队可能会迅速改变策略，试图证明美国的封锁可以受到挑战且不会产生后果，此举将有可能破坏外交轨道。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552658380216040,"gmtCreate":1775960999336,"gmtModify":1775961739544,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"爱爱爱爱爱爱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090487371938690","authorIdStr":"4090487371938690"},"themes":[],"title":"","htmlText":"川普 下决心吧","listText":"川普 下决心吧","text":"川普 下决心吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/552658380216040","repostId":"1131332634","repostType":2,"repost":{"id":"1131332634","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":1775957795,"share":"https://www.laohu8.com/m/news/1131332634?lang=zh_CN&edition=full","pubTime":"2026-04-12 09:36","market":"us","language":"zh","title":"美伊谈判“无果而终”，代表团先后离开巴基斯坦","url":"https://stock-news.laohu8.com/highlight/detail?id=1131332634","media":"老虎资讯综合","summary":"4月12日，美国副总统万斯召开新闻发布会。万斯表示，在巴基斯坦伊斯兰堡举行的美国与伊朗谈判未能达成协议，双方分歧依然明显。谈判破裂将使当前脆弱停火面临更大不确定性，地区局势及全球能源市场或再度承压。 ( CCTV国际时讯)","content":"<html><head></head><body><p>当地时间4月12日上午，美国副总统万斯在巴基斯坦首都伊斯兰堡塞瑞纳酒店举行新闻发布会。万斯表示，在巴基斯坦伊斯兰堡举行的美国与伊朗谈判未能达成协议，双方分歧依然明显。谈判破裂将使当前脆弱停火面临更大不确定性，地区局势及全球能源市场或再度承压。</p><p>据美国副总统万斯在巴基斯坦首都伊斯兰堡举行的新闻发布会上称，美国与伊朗的谈判未达成协议，他率领的美国谈判代表团将回国。万斯称，美方在谈判中已展现出“相当的灵活与诚意”，并明确列出“可接受与不可接受的条件”，但伊朗方面“选择不接受”。万斯还透露，在约21个小时的谈判过程中，美国代表团与总统特朗普及国家安全团队保持沟通，并已向伊朗提出一套“最终方案”，等待对方回应。</p><p>据伊朗方面当地时间12日凌晨消息，伊美谈判数分钟前结束，由于“美方的贪婪和野心”，双方仍未达成协议。</p><p>据巴基斯坦方面消息，伊朗代表团将于12日离开。总台记者当天稍早时获悉，美国副总统万斯已离开巴基斯坦。</p><p>据伊朗塔斯尼姆通讯社12日报道，伊朗与美国下一轮谈判的时间、地点及计划目前尚未公布。</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>美伊谈判“无果而终”，代表团先后离开巴基斯坦</title>\n<style 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}\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美伊谈判“无果而终”，代表团先后离开巴基斯坦\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\">2026-04-12 09:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>当地时间4月12日上午，美国副总统万斯在巴基斯坦首都伊斯兰堡塞瑞纳酒店举行新闻发布会。万斯表示，在巴基斯坦伊斯兰堡举行的美国与伊朗谈判未能达成协议，双方分歧依然明显。谈判破裂将使当前脆弱停火面临更大不确定性，地区局势及全球能源市场或再度承压。</p><p>据美国副总统万斯在巴基斯坦首都伊斯兰堡举行的新闻发布会上称，美国与伊朗的谈判未达成协议，他率领的美国谈判代表团将回国。万斯称，美方在谈判中已展现出“相当的灵活与诚意”，并明确列出“可接受与不可接受的条件”，但伊朗方面“选择不接受”。万斯还透露，在约21个小时的谈判过程中，美国代表团与总统特朗普及国家安全团队保持沟通，并已向伊朗提出一套“最终方案”，等待对方回应。</p><p>据伊朗方面当地时间12日凌晨消息，伊美谈判数分钟前结束，由于“美方的贪婪和野心”，双方仍未达成协议。</p><p>据巴基斯坦方面消息，伊朗代表团将于12日离开。总台记者当天稍早时获悉，美国副总统万斯已离开巴基斯坦。</p><p>据伊朗塔斯尼姆通讯社12日报道，伊朗与美国下一轮谈判的时间、地点及计划目前尚未公布。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131332634","content_text":"当地时间4月12日上午，美国副总统万斯在巴基斯坦首都伊斯兰堡塞瑞纳酒店举行新闻发布会。万斯表示，在巴基斯坦伊斯兰堡举行的美国与伊朗谈判未能达成协议，双方分歧依然明显。谈判破裂将使当前脆弱停火面临更大不确定性，地区局势及全球能源市场或再度承压。据美国副总统万斯在巴基斯坦首都伊斯兰堡举行的新闻发布会上称，美国与伊朗的谈判未达成协议，他率领的美国谈判代表团将回国。万斯称，美方在谈判中已展现出“相当的灵活与诚意”，并明确列出“可接受与不可接受的条件”，但伊朗方面“选择不接受”。万斯还透露，在约21个小时的谈判过程中，美国代表团与总统特朗普及国家安全团队保持沟通，并已向伊朗提出一套“最终方案”，等待对方回应。据伊朗方面当地时间12日凌晨消息，伊美谈判数分钟前结束，由于“美方的贪婪和野心”，双方仍未达成协议。据巴基斯坦方面消息，伊朗代表团将于12日离开。总台记者当天稍早时获悉，美国副总统万斯已离开巴基斯坦。据伊朗塔斯尼姆通讯社12日报道，伊朗与美国下一轮谈判的时间、地点及计划目前尚未公布。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552413588920600,"gmtCreate":1775901241116,"gmtModify":1775901243481,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"爱爱爱爱爱爱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090487371938690","authorIdStr":"4090487371938690"},"themes":[],"title":"","htmlText":"川普别让我看不起你","listText":"川普别让我看不起你","text":"川普别让我看不起你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/552413588920600","repostId":"1132630909","repostType":2,"repost":{"id":"1132630909","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":1775899911,"share":"https://www.laohu8.com/m/news/1132630909?lang=zh_CN&edition=full","pubTime":"2026-04-11 17:31","market":"fut","language":"zh","title":"美据称同意解冻伊朗在海外被冻结资产","url":"https://stock-news.laohu8.com/highlight/detail?id=1132630909","media":"老虎资讯综合","summary":"4月11日，据CCTV国际时讯消息，伊朗消息人士向路透社透露，美国已同意解冻伊朗在卡塔尔及其他外国银行被冻结的资产。路透社报道，伊朗高级消息人士表示，这些资产“存放在卡塔尔及其他外国银行”。德黑兰认为这是对善意的考验，也是对达成持久和平协议认真态度的标志。资产解冻也“直接关系到确保霍尔木兹海峡安全通行”，这是达成任何持久和平协议之前的重要条件。","content":"<html><head></head><body><p style=\"text-align: justify;\">4月11日，据CCTV国际时讯消息，伊朗消息人士向路透社透露，美国已同意解冻伊朗在卡塔尔及其他外国银行被冻结的资产。</p><p style=\"text-align: justify;\">路透社报道，伊朗高级消息人士表示，这些资产“存放在卡塔尔及其他外国银行”。德黑兰认为这是对善意的考验，也是对达成持久和平协议认真态度的标志。资产解冻也“直接关系到确保霍尔木兹海峡安全通行”，这是达成任何持久和平协议之前的重要条件。</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>美据称同意解冻伊朗在海外被冻结资产</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美据称同意解冻伊朗在海外被冻结资产\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\">2026-04-11 17:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: justify;\">4月11日，据CCTV国际时讯消息，伊朗消息人士向路透社透露，美国已同意解冻伊朗在卡塔尔及其他外国银行被冻结的资产。</p><p style=\"text-align: justify;\">路透社报道，伊朗高级消息人士表示，这些资产“存放在卡塔尔及其他外国银行”。德黑兰认为这是对善意的考验，也是对达成持久和平协议认真态度的标志。资产解冻也“直接关系到确保霍尔木兹海峡安全通行”，这是达成任何持久和平协议之前的重要条件。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/27a59de60246d0e609bc6736f85940c5","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132630909","content_text":"4月11日，据CCTV国际时讯消息，伊朗消息人士向路透社透露，美国已同意解冻伊朗在卡塔尔及其他外国银行被冻结的资产。路透社报道，伊朗高级消息人士表示，这些资产“存放在卡塔尔及其他外国银行”。德黑兰认为这是对善意的考验，也是对达成持久和平协议认真态度的标志。资产解冻也“直接关系到确保霍尔木兹海峡安全通行”，这是达成任何持久和平协议之前的重要条件。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551631218008976,"gmtCreate":1775697425556,"gmtModify":1775697428203,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"爱爱爱爱爱爱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090487371938690","authorIdStr":"4090487371938690"},"themes":[],"title":"","htmlText":"谢谢 等不及了","listText":"谢谢 等不及了","text":"谢谢 等不及了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551631218008976","repostId":"1169570115","repostType":2,"repost":{"id":"1169570115","kind":"news","pubTimestamp":1775696518,"share":"https://www.laohu8.com/m/news/1169570115?lang=zh_CN&edition=full","pubTime":"2026-04-09 09:01","market":"us","language":"zh","title":"美油涨超3%，美股期货、金银、加密货币齐跌，伊朗称“谈判基础”已被破坏，内塔尼亚胡称以色列“随时准备重返战场”","url":"https://stock-news.laohu8.com/highlight/detail?id=1169570115","media":"央视新闻客户端","summary":"受美以伊战事最新情况影响，WTI原油期货、布油日内双双涨超3%，黄金白银、加密货币、美股期货则下跌。首轮会谈预计将于当地时间11日上午举行。○内塔尼亚胡称以色列“随时准备重返战场”当地时间4月8日晚，以色列总理内塔尼亚胡发表视频声明。内塔尼亚胡还说，美伊停火是在“与以色列充分协调”下达成的。以军称，此次空袭行动的内部代号为“永恒黑暗”。据此前消息，在以色列袭击黎巴嫩之后，伊朗叫停了霍尔木兹海峡的油轮通行。","content":"<html><head></head><body><p style=\"text-align: left;\">受美以伊战事最新情况影响，WTI原油期货、布油日内双双涨超3%，黄金白银、加密货币、美股期货则下跌。</p><p style=\"text-align: center;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7220c7677b4a2b516507ca689f92f2c8\" title=\"\" tg-width=\"919\" tg-height=\"124\"/></p><p style=\"text-align: center;\"><strong>美以伊战事最新情况</strong></p><p><strong>美伊首轮会谈将于11日举行</strong></p><p><strong>伊朗发动“真实承诺-4”第100轮攻势</strong></p><p style=\"text-align: justify;\"><strong>○白宫称美伊首轮会谈将于11日在巴基斯坦举行</strong></p><p style=\"text-align: justify;\">当地时间4月8日，白宫新闻秘书莱维特在记者会上表示，美国总统特朗普已决定派遣高级代表团前往巴基斯坦首都伊斯兰堡，与伊朗展开新一轮面对面谈判。此次谈判团队将由美国副总统万斯牵头，成员还包括中东问题特使威特科夫及特朗普的女婿库什纳等人。首轮会谈预计将于当地时间11日上午举行。</p><p style=\"text-align: justify;\">她表示，美方核心红线未发生变化，尤其是在核问题上，坚持“伊朗不得在本土进行铀浓缩”。</p><p style=\"text-align: justify;\"><strong>○伊朗称“十点计划”中的三项被违反 “谈判基础”已被破坏</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e8f3f9d9a449ea514b4a6d20e38064fe\" title=\"\" tg-width=\"1080\" tg-height=\"720\"/></p><p style=\"text-align: justify;\">当地时间8日，伊朗伊斯兰议会议长卡利巴夫在其个人社交媒体上发表声明，指出在伊朗与美国开始谈判前，伊方十项停战条款里的三项关键条款已遭违反。</p><p style=\"text-align: justify;\">如今，这一谈判基础框架在伊美谈判尚未开始前就已被公然违反。在这种情况下，双方停火或谈判都没有意义。</p><p style=\"text-align: justify;\"><strong>○伊朗发动“真实承诺-4”第100轮攻势 打击美以目标</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c9209a213461c092af18f85bd0ddb43e\" title=\"\" tg-width=\"1159\" tg-height=\"652\"/></p><p style=\"text-align: justify;\">当地时间8日，伊朗伊斯兰革命卫队公共关系部发布声明称，在代号为“真实承诺-4”行动第100轮攻势中，空天部队对敌方25个战略目标发动猛烈攻击，其中包括13个与美国和以色列相关的能源综合体及输油管道、10个军事、安全和后勤目标，以及敌方行进路线上的若干技术与基础设施目标，给予敌人沉重打击。</p><p style=\"text-align: justify;\"><strong>○内塔尼亚胡称以色列“随时准备重返战场”</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f4fee3a48712f13425d6e1ffd5bc35f1\" title=\"\" tg-width=\"680\" tg-height=\"554\"/></p><p style=\"text-align: justify;\">当地时间4月8日晚，以色列总理内塔尼亚胡发表视频声明。内塔尼亚胡说，“我们将实现这些目标，无论是通过协议，还是通过重新开战”，以色列“随时准备重返战场”。</p><p style=\"text-align: justify;\">内塔尼亚胡还说，美伊停火是在“与以色列充分协调”下达成的。</p><p style=\"text-align: justify;\"><strong>○联合国秘书长个人特使抵达伊朗</strong></p><p style=\"text-align: justify;\">当地时间4月8日，联合国秘书长发言人表示，联合国秘书长中东冲突问题个人特使让·阿尔诺已抵达伊朗。根据联合国秘书长古特雷斯的指示，他此行访问该地区多个国家，支持一切旨在实现全面、持久解决冲突的努力。</p><p><strong>以军空袭黎巴嫩已致254人死亡</strong></p><p style=\"text-align: justify;\"><strong>○特朗普称停火“不包括”黎巴嫩和黎真主党</strong></p><p style=\"text-align: justify;\">当地时间4月8日，美国总统特朗普在接受采访时说，黎巴嫩未被纳入美国同伊朗为期两周的停火范围中。</p><p style=\"text-align: justify;\">当被问及以色列持续打击黎巴嫩一事时，特朗普称，“那是另一场单独的冲突”。</p><p style=\"text-align: justify;\"><strong>○以军称发动“永恒黑暗”大规模空袭 打击数百名黎真主党成员</strong></p><p style=\"text-align: justify;\"><strong>总台记者</strong>获悉，以色列军方8日表示，在以军当天对黎巴嫩真主党发动的大规模空袭行动中，50架战斗机在10分钟内向100个目标投掷了约160枚炸弹。以军称，此次空袭行动的内部代号为“永恒黑暗”。<strong>（详情&gt;&gt;）</strong></p><p style=\"text-align: justify;\"><strong>○黎巴嫩称以军大规模空袭已致254人死亡</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d00e9e98c67d0a80c530f5680712bdef\" title=\"\" tg-width=\"1280\" tg-height=\"853\"/></p><p style=\"text-align: justify;\">当地时间4月8日，据黎巴嫩民防部门报告，以色列当天对黎巴嫩各地发动的大规模空袭已造成至少254人死亡、1165人受伤。</p><p style=\"text-align: justify;\"><strong>○伊朗警告以色列：立即停止袭击黎巴嫩 否则将遭“沉重回击”</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8cccc89c460e5934e7cca5044e7db14d\" title=\"△当地时间4月8日，黎巴嫩贝鲁特\" tg-width=\"2048\" tg-height=\"1365\"/><span>△当地时间4月8日，黎巴嫩贝鲁特</span></p><p></p><p style=\"text-align: justify;\">当地时间4月8日，伊朗伊斯兰革命卫队发表声明称，如果针对黎巴嫩的袭击不立即停止，将对该地区的“侵略者”作出令其后悔的回应。</p><p style=\"text-align: justify;\"><strong>○美国驻黎巴嫩大使馆遭袭 暂无人员伤亡报告</strong></p><p style=\"text-align: justify;\"><strong>总台记者</strong>获悉，当地时间8日，一辆挂有公共牌照的车辆向美国驻黎巴嫩大使馆开火，目前尚无人员伤亡报告。</p><p style=\"text-align: justify;\"><strong>○联合国强烈谴责以色列袭击黎巴嫩造成大量平民伤亡</strong></p><p style=\"text-align: justify;\">当地时间4月8日，联合国秘书长副发言人法尔汉·哈克就以色列对黎巴嫩发起新一轮袭击一事表示，联合国强烈谴责以色列在黎巴嫩各地发动的袭击，这些袭击造成了大量平民伤亡。联合国呼吁各方利用外交渠道，停止敌对行动，并重新致力于全面执行安理会第1701号决议。</p><p><strong>霍尔木兹海峡已再次关闭</strong></p><p><strong>15国为重开霍尔木兹海峡进行协调</strong></p><p style=\"text-align: justify;\"><strong>○伊朗公布霍尔木兹海峡安全航路图</strong></p><p style=\"text-align: justify;\">伊朗港口和海事组织8日公布霍尔木兹海峡水域安全航路图，告知往来船只遵守航运安全原则，避免触雷。</p><p style=\"text-align: justify;\"><strong>○霍尔木兹海峡已再次关闭</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/48261fe7c46b1ecfb91b1e857125d09a\" title=\"△霍尔木兹海峡（资料图）\" tg-width=\"1024\" tg-height=\"627\"/><span>△霍尔木兹海峡（资料图）</span></p><p style=\"text-align: justify;\"><strong>总台记者</strong>获悉，当地时间8日，霍尔木兹海峡已再次关闭。据此前消息，在以色列袭击黎巴嫩之后，伊朗叫停了霍尔木兹海峡的油轮通行。</p><p style=\"text-align: justify;\"><strong>○马克龙：15国为重开霍尔木兹海峡进行协调</strong></p><p style=\"text-align: justify;\">当地时间4月8日，法国总统马克龙说，大约15个国家正在为重开霍尔木兹海峡进行协调。当天早些时候，美国与伊朗同意停火两周，伊朗方面宣布在两周内实现霍尔木兹海峡安全通航。</p><p style=\"text-align: justify;\"><strong>○阿曼称已签署不对霍尔木兹海峡通行船只收费的协议</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9e81ec529f84f206b653cd12c3aec605\" title=\"\" tg-width=\"1162\" tg-height=\"883\"/></p><p style=\"text-align: justify;\">当地时间8日，阿曼交通、通信和信息技术大臣马瓦利在协商会议上表示，阿曼已签署与国际海运相关的协议，根据协议规定，霍尔木兹海峡为天然通道，不能对通行船只征收费用。</p></body></html>","source":"lsy1568181200495","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>美油涨超3%，美股期货、金银、加密货币齐跌，伊朗称“谈判基础”已被破坏，内塔尼亚胡称以色列“随时准备重返战场”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美油涨超3%，美股期货、金银、加密货币齐跌，伊朗称“谈判基础”已被破坏，内塔尼亚胡称以色列“随时准备重返战场”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-09 09:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=10005264121625481632&toc_style_id=feeds_default&track_id=0F880955-8868-4547-AB77-E69F8CD258E5_797389277095&share_to=copy_url><strong>央视新闻客户端</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>受美以伊战事最新情况影响，WTI原油期货、布油日内双双涨超3%，黄金白银、加密货币、美股期货则下跌。美以伊战事最新情况美伊首轮会谈将于11日举行伊朗发动“真实承诺-4”第100轮攻势○白宫称美伊首轮会谈将于11日在巴基斯坦举行当地时间4月8日，白宫新闻秘书莱维特在记者会上表示，美国总统特朗普已决定派遣高级代表团前往巴基斯坦首都伊斯兰堡，与伊朗展开新一轮面对面谈判。此次谈判团队将由美国副总统万斯牵头...</p>\n\n<a href=\"https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=10005264121625481632&toc_style_id=feeds_default&track_id=0F880955-8868-4547-AB77-E69F8CD258E5_797389277095&share_to=copy_url\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/1a11f03fcb58365c056b2cbc7a4611d7","relate_stocks":{"USO":"美国原油ETF"},"source_url":"https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=10005264121625481632&toc_style_id=feeds_default&track_id=0F880955-8868-4547-AB77-E69F8CD258E5_797389277095&share_to=copy_url","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169570115","content_text":"受美以伊战事最新情况影响，WTI原油期货、布油日内双双涨超3%，黄金白银、加密货币、美股期货则下跌。美以伊战事最新情况美伊首轮会谈将于11日举行伊朗发动“真实承诺-4”第100轮攻势○白宫称美伊首轮会谈将于11日在巴基斯坦举行当地时间4月8日，白宫新闻秘书莱维特在记者会上表示，美国总统特朗普已决定派遣高级代表团前往巴基斯坦首都伊斯兰堡，与伊朗展开新一轮面对面谈判。此次谈判团队将由美国副总统万斯牵头，成员还包括中东问题特使威特科夫及特朗普的女婿库什纳等人。首轮会谈预计将于当地时间11日上午举行。她表示，美方核心红线未发生变化，尤其是在核问题上，坚持“伊朗不得在本土进行铀浓缩”。○伊朗称“十点计划”中的三项被违反 “谈判基础”已被破坏当地时间8日，伊朗伊斯兰议会议长卡利巴夫在其个人社交媒体上发表声明，指出在伊朗与美国开始谈判前，伊方十项停战条款里的三项关键条款已遭违反。如今，这一谈判基础框架在伊美谈判尚未开始前就已被公然违反。在这种情况下，双方停火或谈判都没有意义。○伊朗发动“真实承诺-4”第100轮攻势 打击美以目标当地时间8日，伊朗伊斯兰革命卫队公共关系部发布声明称，在代号为“真实承诺-4”行动第100轮攻势中，空天部队对敌方25个战略目标发动猛烈攻击，其中包括13个与美国和以色列相关的能源综合体及输油管道、10个军事、安全和后勤目标，以及敌方行进路线上的若干技术与基础设施目标，给予敌人沉重打击。○内塔尼亚胡称以色列“随时准备重返战场”当地时间4月8日晚，以色列总理内塔尼亚胡发表视频声明。内塔尼亚胡说，“我们将实现这些目标，无论是通过协议，还是通过重新开战”，以色列“随时准备重返战场”。内塔尼亚胡还说，美伊停火是在“与以色列充分协调”下达成的。○联合国秘书长个人特使抵达伊朗当地时间4月8日，联合国秘书长发言人表示，联合国秘书长中东冲突问题个人特使让·阿尔诺已抵达伊朗。根据联合国秘书长古特雷斯的指示，他此行访问该地区多个国家，支持一切旨在实现全面、持久解决冲突的努力。以军空袭黎巴嫩已致254人死亡○特朗普称停火“不包括”黎巴嫩和黎真主党当地时间4月8日，美国总统特朗普在接受采访时说，黎巴嫩未被纳入美国同伊朗为期两周的停火范围中。当被问及以色列持续打击黎巴嫩一事时，特朗普称，“那是另一场单独的冲突”。○以军称发动“永恒黑暗”大规模空袭 打击数百名黎真主党成员总台记者获悉，以色列军方8日表示，在以军当天对黎巴嫩真主党发动的大规模空袭行动中，50架战斗机在10分钟内向100个目标投掷了约160枚炸弹。以军称，此次空袭行动的内部代号为“永恒黑暗”。（详情>>）○黎巴嫩称以军大规模空袭已致254人死亡当地时间4月8日，据黎巴嫩民防部门报告，以色列当天对黎巴嫩各地发动的大规模空袭已造成至少254人死亡、1165人受伤。○伊朗警告以色列：立即停止袭击黎巴嫩 否则将遭“沉重回击”△当地时间4月8日，黎巴嫩贝鲁特当地时间4月8日，伊朗伊斯兰革命卫队发表声明称，如果针对黎巴嫩的袭击不立即停止，将对该地区的“侵略者”作出令其后悔的回应。○美国驻黎巴嫩大使馆遭袭 暂无人员伤亡报告总台记者获悉，当地时间8日，一辆挂有公共牌照的车辆向美国驻黎巴嫩大使馆开火，目前尚无人员伤亡报告。○联合国强烈谴责以色列袭击黎巴嫩造成大量平民伤亡当地时间4月8日，联合国秘书长副发言人法尔汉·哈克就以色列对黎巴嫩发起新一轮袭击一事表示，联合国强烈谴责以色列在黎巴嫩各地发动的袭击，这些袭击造成了大量平民伤亡。联合国呼吁各方利用外交渠道，停止敌对行动，并重新致力于全面执行安理会第1701号决议。霍尔木兹海峡已再次关闭15国为重开霍尔木兹海峡进行协调○伊朗公布霍尔木兹海峡安全航路图伊朗港口和海事组织8日公布霍尔木兹海峡水域安全航路图，告知往来船只遵守航运安全原则，避免触雷。○霍尔木兹海峡已再次关闭△霍尔木兹海峡（资料图）总台记者获悉，当地时间8日，霍尔木兹海峡已再次关闭。据此前消息，在以色列袭击黎巴嫩之后，伊朗叫停了霍尔木兹海峡的油轮通行。○马克龙：15国为重开霍尔木兹海峡进行协调当地时间4月8日，法国总统马克龙说，大约15个国家正在为重开霍尔木兹海峡进行协调。当天早些时候，美国与伊朗同意停火两周，伊朗方面宣布在两周内实现霍尔木兹海峡安全通航。○阿曼称已签署不对霍尔木兹海峡通行船只收费的协议当地时间8日，阿曼交通、通信和信息技术大臣马瓦利在协商会议上表示，阿曼已签署与国际海运相关的协议，根据协议规定，霍尔木兹海峡为天然通道，不能对通行船只征收费用。","news_type":1,"symbols_score_info":{"MGCmain":2,"CLmain":2,"USO":2,"MYMmain":2,"YMmain":2}},"isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551077337592656,"gmtCreate":1775562199780,"gmtModify":1775562202236,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"爱爱爱爱爱爱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090487371938690","authorIdStr":"4090487371938690"},"themes":[],"title":"","htmlText":"mark","listText":"mark","text":"mark","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551077337592656","repostId":"1150865113","repostType":2,"repost":{"id":"1150865113","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":1775533392,"share":"https://www.laohu8.com/m/news/1150865113?lang=zh_CN&edition=full","pubTime":"2026-04-07 11:43","market":"us","language":"zh","title":"摩通重申对特斯拉“减持”评级，年终目标价定在145美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1150865113","media":"老虎资讯综合","summary":"4月7日，$摩根大通$日前向$特斯拉$投资者发出最新警告，告诫后者要为后市更多的下跌做好准备。特斯拉4月开局表现不佳，其第一季度的交付报告令人失望。这些交付数据促使摩根大通分析师Ryan Brinkman重申了对特斯拉的“减持”评级，并将该股年终目标价格定在145美元，较周一的水平低近60%。创纪录的滞销库存，是摩根大通看空特斯拉的核心依据。","content":"<html><head></head><body><p>4月7日，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>日前向<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>投资者发出最新警告，告诫后者要为后市更多的下跌做好准备。特斯拉4月开局表现不佳，其第一季度的交付报告令人失望。这家电动汽车公司当季仅售出358000辆汽车，较分析师的预期低4%，更是较摩根大通预测的385000辆低7%。尽管特斯拉一季度交付量同比增长6.3%，但这一增长是在去年同期较低的基数基础上实现的，而且较去年第四季度创纪录的交付量出现了显著环比下降。</p><p>这些交付数据促使摩根大通分析师Ryan Brinkman重申了对特斯拉的“减持”评级，并将该股年终目标价格定在145美元，较周一的水平低近60%。创纪录的滞销库存，是摩根大通看空特斯拉的核心依据。该行在研报中写道：“未售出的新车库存激增，进一步加剧特斯拉的自由现金流困境。2026年一季度，特斯拉产量较交付量多出 50363 辆，单季库存积压规模创下历史新高。”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" 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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摩通重申对特斯拉“减持”评级，年终目标价定在145美元\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\">2026-04-07 11:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月7日，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>日前向<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>投资者发出最新警告，告诫后者要为后市更多的下跌做好准备。特斯拉4月开局表现不佳，其第一季度的交付报告令人失望。这家电动汽车公司当季仅售出358000辆汽车，较分析师的预期低4%，更是较摩根大通预测的385000辆低7%。尽管特斯拉一季度交付量同比增长6.3%，但这一增长是在去年同期较低的基数基础上实现的，而且较去年第四季度创纪录的交付量出现了显著环比下降。</p><p>这些交付数据促使摩根大通分析师Ryan Brinkman重申了对特斯拉的“减持”评级，并将该股年终目标价格定在145美元，较周一的水平低近60%。创纪录的滞销库存，是摩根大通看空特斯拉的核心依据。该行在研报中写道：“未售出的新车库存激增，进一步加剧特斯拉的自由现金流困境。2026年一季度，特斯拉产量较交付量多出 50363 辆，单季库存积压规模创下历史新高。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" 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ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150865113","content_text":"4月7日，摩根大通日前向特斯拉投资者发出最新警告，告诫后者要为后市更多的下跌做好准备。特斯拉4月开局表现不佳，其第一季度的交付报告令人失望。这家电动汽车公司当季仅售出358000辆汽车，较分析师的预期低4%，更是较摩根大通预测的385000辆低7%。尽管特斯拉一季度交付量同比增长6.3%，但这一增长是在去年同期较低的基数基础上实现的，而且较去年第四季度创纪录的交付量出现了显著环比下降。这些交付数据促使摩根大通分析师Ryan Brinkman重申了对特斯拉的“减持”评级，并将该股年终目标价格定在145美元，较周一的水平低近60%。创纪录的滞销库存，是摩根大通看空特斯拉的核心依据。该行在研报中写道：“未售出的新车库存激增，进一步加剧特斯拉的自由现金流困境。2026年一季度，特斯拉产量较交付量多出 50363 辆，单季库存积压规模创下历史新高。”","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":550728447901976,"gmtCreate":1775477096458,"gmtModify":1775477098874,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"爱爱爱爱爱爱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090487371938690","authorIdStr":"4090487371938690"},"themes":[],"title":"","htmlText":"准备收割了","listText":"准备收割了","text":"准备收割了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/550728447901976","repostId":"1184224829","repostType":2,"repost":{"id":"1184224829","kind":"news","pubTimestamp":1775459067,"share":"https://www.laohu8.com/m/news/1184224829?lang=zh_CN&edition=full","pubTime":"2026-04-06 15:04","market":"us","language":"zh","title":"这只AI股一年暴涨862%，却被华尔街集体忽视","url":"https://stock-news.laohu8.com/highlight/detail?id=1184224829","media":"Barrons巴伦","summary":"AI算力投入热潮，早已带飞一众手握大厂订单的光通信龙头，如Ciena、Coherent和Lumentum，应用光电的客户也包括亚马逊和微软等公司。","content":"<html><head></head><body><p style=\"text-align: justify;\">一年前，应用光电 <a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics Inc.</a> 还是一只无人关注、持续亏损的科技股，最为人所知的是它在2017年因亚马逊砍掉订单而导致股价崩盘。如今，它已然成为美股市场最火热的中型市值标的之一。</p><p style=\"text-align: justify;\">这家光通信企业于本周四盘后披露：再度拿下某超大规模云计算客户7100万美元的数据中心收发器新订单；自今年3月中旬以来，该客户累计下单金额已达1.24亿美元。</p><p style=\"text-align: justify;\">该股周四盘后交易上涨4%，至108.86美元，但相比近期的疯狂走势，这点涨幅不值一提：<strong>今年以来，该股已飙升198%，过去12个月更是暴涨862%，公司市值随之攀升至78亿美元。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/75ac3201b1b504bbfda56bb2204f84f9\" tg-width=\"1093\" tg-height=\"718\"/></p><p style=\"text-align: justify;\">暴涨原因之一是：2025年公司营收同比大增83%，主要受其有线电视终端市场几乎增长至原来三倍的推动。但更重要的原因是：人工智能。</p><p style=\"text-align: justify;\">Needham分析师Ryan Koontz上个月在一份研究报告中写道：“在需求加速增长、交付周期不断拉长的情况下，许多AI生态系统参与者如今正通过至少2—3年期的合同来锁定关键光学产品和组件的供应。”该机构对该股给予“买入”评级，并设定130美元的目标价。</p><p style=\"text-align: justify;\">AI算力投入热潮，早已带飞一众手握大厂订单的光通信龙头，如Ciena、Coherent和Lumentum。这一逻辑早已广为人知。但应用光电的合作客户也并非小角色。</p><p style=\"text-align: justify;\"><strong>微软是该公司收发器的最大买家，此外，应用光电还在去年3月获得了亚马逊的一笔投资，这笔投资会随着这家科技巨头逐步完成最高40亿美元的采购而分期生效。</strong></p><p style=\"text-align: justify;\">2025年四季度，应用光电的数据中心业务营收占比已升至总营收的56%。Needham预测，伴随亚马逊等巨头加码采购高端800G、1.6T收发器，2026年这一占比还将大幅提升。</p><p style=\"text-align: justify;\"><strong>尽管势头强劲，目前仅有7家华尔街机构覆盖该股，顶尖大型投行更是集体缺席。根据FactSet的数据，Ciena、Coherent和Lumentum各自至少有23位分析师覆盖。</strong></p><p style=\"text-align: justify;\">这种差距并非毫无原因。即便算上业绩爆发的2025年，应用光电自2017年以来仍未实现净利润。当年，占其全年营收一半的核心客户（市场公认是亚马逊）突然大幅砍单，直接重创业绩。</p><p style=\"text-align: justify;\">此后，这只股票多年低迷，从2017年收盘高点99.61美元一路下跌，最低在2022年7月跌至1.50美元谷底。</p><p style=\"text-align: justify;\">覆盖应用光电的分析师预计，该公司2026年每股盈利为0.94美元，2027年将达到4.64美元。该股未来12个月的预期市盈率为55.1倍，这一估值倍数高于Coherent的37.2倍，但低于Lumentum和Ciena。</p><p style=\"text-align: justify;\">鉴于如此高的估值溢价，要复刻过去一年862%的暴涨将会非常困难，但华尔街现在起关注这家公司，依旧不算太晚。</p><p style=\"text-align: justify;\"></p></body></html>","source":"lsy1748071825094","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>这只AI股一年暴涨862%，却被华尔街集体忽视</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这只AI股一年暴涨862%，却被华尔街集体忽视\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-06 15:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/5VxQBZPBPATBD69iv10mJQ><strong>Barrons巴伦</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一年前，应用光电 Applied Optoelectronics Inc. 还是一只无人关注、持续亏损的科技股，最为人所知的是它在2017年因亚马逊砍掉订单而导致股价崩盘。如今，它已然成为美股市场最火热的中型市值标的之一。这家光通信企业于本周四盘后披露：再度拿下某超大规模云计算客户7100万美元的数据中心收发器新订单；自今年3月中旬以来，该客户累计下单金额已达1.24亿美元。该股周四盘后交易上涨...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/5VxQBZPBPATBD69iv10mJQ\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://investors.ao-inc.com/system/files-encrypted/nasdaq_kms/inline-images/home-profile-img_.jpg","relate_stocks":{"AAOI":"Applied Optoelectronics Inc."},"source_url":"https://mp.weixin.qq.com/s/5VxQBZPBPATBD69iv10mJQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184224829","content_text":"一年前，应用光电 Applied Optoelectronics Inc. 还是一只无人关注、持续亏损的科技股，最为人所知的是它在2017年因亚马逊砍掉订单而导致股价崩盘。如今，它已然成为美股市场最火热的中型市值标的之一。这家光通信企业于本周四盘后披露：再度拿下某超大规模云计算客户7100万美元的数据中心收发器新订单；自今年3月中旬以来，该客户累计下单金额已达1.24亿美元。该股周四盘后交易上涨4%，至108.86美元，但相比近期的疯狂走势，这点涨幅不值一提：今年以来，该股已飙升198%，过去12个月更是暴涨862%，公司市值随之攀升至78亿美元。暴涨原因之一是：2025年公司营收同比大增83%，主要受其有线电视终端市场几乎增长至原来三倍的推动。但更重要的原因是：人工智能。Needham分析师Ryan Koontz上个月在一份研究报告中写道：“在需求加速增长、交付周期不断拉长的情况下，许多AI生态系统参与者如今正通过至少2—3年期的合同来锁定关键光学产品和组件的供应。”该机构对该股给予“买入”评级，并设定130美元的目标价。AI算力投入热潮，早已带飞一众手握大厂订单的光通信龙头，如Ciena、Coherent和Lumentum。这一逻辑早已广为人知。但应用光电的合作客户也并非小角色。微软是该公司收发器的最大买家，此外，应用光电还在去年3月获得了亚马逊的一笔投资，这笔投资会随着这家科技巨头逐步完成最高40亿美元的采购而分期生效。2025年四季度，应用光电的数据中心业务营收占比已升至总营收的56%。Needham预测，伴随亚马逊等巨头加码采购高端800G、1.6T收发器，2026年这一占比还将大幅提升。尽管势头强劲，目前仅有7家华尔街机构覆盖该股，顶尖大型投行更是集体缺席。根据FactSet的数据，Ciena、Coherent和Lumentum各自至少有23位分析师覆盖。这种差距并非毫无原因。即便算上业绩爆发的2025年，应用光电自2017年以来仍未实现净利润。当年，占其全年营收一半的核心客户（市场公认是亚马逊）突然大幅砍单，直接重创业绩。此后，这只股票多年低迷，从2017年收盘高点99.61美元一路下跌，最低在2022年7月跌至1.50美元谷底。覆盖应用光电的分析师预计，该公司2026年每股盈利为0.94美元，2027年将达到4.64美元。该股未来12个月的预期市盈率为55.1倍，这一估值倍数高于Coherent的37.2倍，但低于Lumentum和Ciena。鉴于如此高的估值溢价，要复刻过去一年862%的暴涨将会非常困难，但华尔街现在起关注这家公司，依旧不算太晚。","news_type":1,"symbols_score_info":{"AAOI":2.1}},"isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":549573257503400,"gmtCreate":1775194988866,"gmtModify":1775194991238,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"爱爱爱爱爱爱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090487371938690","authorIdStr":"4090487371938690"},"themes":[],"title":"","htmlText":"mark","listText":"mark","text":"mark","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549573257503400","repostId":"1131798451","repostType":2,"repost":{"id":"1131798451","kind":"news","weMediaInfo":{"introduction":"期权策略分享","home_visible":1,"media_name":"期权女巫","id":"1020040791","head_image":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1775186432,"share":"https://www.laohu8.com/m/news/1131798451?lang=zh_CN&edition=full","pubTime":"2026-04-03 11:20","market":"us","language":"zh","title":"期权聚焦 | 特斯拉现巨额看跌大单：4,000万美元买入Put构建保护策略；Sell Call大单反映短线看空情绪","url":"https://stock-news.laohu8.com/highlight/detail?id=1131798451","media":"期权女巫","summary":"TSLA收于360.59美元，跌5.42%；一季度交付量未达市场预期，成为当日主要利空。$TSLA 20260406 380.0 CALL$廉价看跌保护： 另有买入7,500张行权价230美元的远月深度虚值看跌期权，成本极低，类似为极端下跌风险购买的“保险”。$TSLA 20260410 230.0 PUT$这些大单共同描绘了一幅图景：部分大资金在股价下跌后寻求下行保护，同时也有资金押注反弹空间有限。","content":"<html><head></head><body><p style=\"text-align: start;\"><strong>TSLA收于360.59美元，跌5.42%；一季度交付量未达市场预期，成为当日主要利空。</strong></p><p style=\"text-align: start;\"><strong>潜在反弹催化与风险</strong>: 交付走弱令估值承压，但下半年“小型车”与FSD授权若顺利落地、毛利率企稳，有望推动需求与盈利回升；若宏观需求继续放缓或软件收入兑现低于预期，股价仍可能延续调整。</p><p style=\"text-align: start;\"><strong>期权指标分析</strong></p><p style=\"text-align: start;\"><strong>1. 隐含波动率 (IV) 与成交量概览</strong></p><ul style=\"list-style-type: disc;\"><li><p><strong>隐含波动率 (IV)：</strong> 50.14% (截至2026-04-03)。</p></li><li><p><strong>IV百分位 (IV Percentile)：</strong> 20.32% (截至2026-04-03)。</p></li><li><p><strong>看涨/看跌比率 (Call/Put Ratio)：</strong> 1.22 (截至2026-04-03)。</p></li></ul><p style=\"text-align: start;\"><strong>分析：</strong></p><p style=\"text-align: start;\">TSLA当前的隐含波动率处于历史较低水平（IV百分位20.32%），期权定价相对“便宜”，表明市场对短期剧烈波动的预期有所降温。看涨/看跌比率略高于1，显示整体交易情绪未明显偏向悲观。</p><p style=\"text-align: start;\"><strong>2. 未平仓数 (OI) 分析 - 关键到期日聚焦</strong><br/>在下周到期的2026-04-10到期合约中，市场头寸分布揭示了关键价位：</p><ul style=\"list-style-type: disc;\"><li><p>行权价400.0的看涨期权聚集了<strong>12,176</strong>张未平仓合约，是OI最集中的点位。</p></li><li><p>行权价350.0和360.0的看跌期权分别有<strong>9,745</strong>张和<strong>5,091</strong>张OI，显示下方存在一定的保护性或投机性买盘。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b9c932ea3e8bf7c2261c1f71a30fdc94\" title=\"\" tg-width=\"1673\" tg-height=\"710\"/></p></li></ul><p style=\"text-align: start;\"><strong>3. 大单交易显露复杂博弈</strong></p><p style=\"text-align: start;\">近两日的大额交易显示多空策略分化：</p><ol start=\"1\" style=\"list-style-type: decimal;\"><li><p><strong>巨额对冲或看空：</strong> 出现一笔买入<strong>2,925张</strong>2026-04-17到期、行权价500美元的深度实值看跌期权的大单，成交额高达<strong>4113万美元</strong>。同时段还出现了一笔卖出相同到期日、行权价450美元的看跌期权，或是在构建复杂的熊市看跌价差策略，对冲现有股票头寸的下行风险。‌<a href=\"https://ttm.financial/OPT/TSLA 20260417 500.0 PUT\" title=\"$TSLA 20260417 500.0 PUT$\" class=\"immutable-element\">$TSLA 20260417 500.0 PUT$</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/89e78c516b6560c79ce61284999bd1dd\" title=\"\" tg-width=\"1179\" tg-height=\"356\"/></p><p><strong>短线看涨情绪受制：</strong> 同时，有一笔卖出<strong>4,751张</strong>2026-04-06到期、行权价380美元的虚值看涨期权的大单，这可能是投资者认为股价短期内难以突破380美元，通过卖出看涨期权来收取权利金。‌<a href=\"https://ttm.financial/OPT/TSLA 20260406 380.0 CALL\" title=\"$TSLA 20260406 380.0 CALL$\" class=\"immutable-element\">$TSLA 20260406 380.0 CALL$</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bf4df3dd5be7c4e09a03e2239102e137\" title=\"\" tg-width=\"1179\" tg-height=\"357\"/></p><p><strong>廉价看跌保护：</strong> 另有买入<strong>7,500张</strong>行权价230美元的远月深度虚值看跌期权，成本极低，类似为极端下跌风险购买的“保险”。<a href=\"https://ttm.financial/OPT/TSLA 20260410 230.0 PUT\" title=\"$TSLA 20260410 230.0 PUT$ \" class=\"immutable-element\">$TSLA 20260410 230.0 PUT$</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/03aaa721ebb07c360042a89ec0f2e136\" title=\"\" tg-width=\"1179\" tg-height=\"375\"/></p></li></ol><p style=\"text-align: start;\">这些大单共同描绘了一幅图景：部分大资金在股价下跌后寻求下行保护（买入实值Put），同时也有资金押注反弹空间有限（卖出虚值Call）。</p><p style=\"text-align: start;\"><strong>策略参考</strong><br/>鉴于当前IV处于历史相对低位，期权卖方可以考虑卖出行权价在400美元以上的虚值看涨期权，以赚取时间价值；若不愿承担无限风险，可构建看跌价差策略以锁定风险和收益。</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>期权聚焦 | 特斯拉现巨额看跌大单：4,000万美元买入Put构建保护策略；Sell Call大单反映短线看空情绪</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n期权聚焦 | 特斯拉现巨额看跌大单：4,000万美元买入Put构建保护策略；Sell Call大单反映短线看空情绪\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020040791\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">期权女巫 </p>\n<p class=\"h-time\">2026-04-03 11:20</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;\"><strong>TSLA收于360.59美元，跌5.42%；一季度交付量未达市场预期，成为当日主要利空。</strong></p><p style=\"text-align: start;\"><strong>潜在反弹催化与风险</strong>: 交付走弱令估值承压，但下半年“小型车”与FSD授权若顺利落地、毛利率企稳，有望推动需求与盈利回升；若宏观需求继续放缓或软件收入兑现低于预期，股价仍可能延续调整。</p><p style=\"text-align: start;\"><strong>期权指标分析</strong></p><p style=\"text-align: start;\"><strong>1. 隐含波动率 (IV) 与成交量概览</strong></p><ul style=\"list-style-type: disc;\"><li><p><strong>隐含波动率 (IV)：</strong> 50.14% (截至2026-04-03)。</p></li><li><p><strong>IV百分位 (IV Percentile)：</strong> 20.32% (截至2026-04-03)。</p></li><li><p><strong>看涨/看跌比率 (Call/Put Ratio)：</strong> 1.22 (截至2026-04-03)。</p></li></ul><p style=\"text-align: start;\"><strong>分析：</strong></p><p style=\"text-align: start;\">TSLA当前的隐含波动率处于历史较低水平（IV百分位20.32%），期权定价相对“便宜”，表明市场对短期剧烈波动的预期有所降温。看涨/看跌比率略高于1，显示整体交易情绪未明显偏向悲观。</p><p style=\"text-align: start;\"><strong>2. 未平仓数 (OI) 分析 - 关键到期日聚焦</strong><br/>在下周到期的2026-04-10到期合约中，市场头寸分布揭示了关键价位：</p><ul style=\"list-style-type: disc;\"><li><p>行权价400.0的看涨期权聚集了<strong>12,176</strong>张未平仓合约，是OI最集中的点位。</p></li><li><p>行权价350.0和360.0的看跌期权分别有<strong>9,745</strong>张和<strong>5,091</strong>张OI，显示下方存在一定的保护性或投机性买盘。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b9c932ea3e8bf7c2261c1f71a30fdc94\" title=\"\" tg-width=\"1673\" tg-height=\"710\"/></p></li></ul><p style=\"text-align: start;\"><strong>3. 大单交易显露复杂博弈</strong></p><p style=\"text-align: start;\">近两日的大额交易显示多空策略分化：</p><ol start=\"1\" style=\"list-style-type: decimal;\"><li><p><strong>巨额对冲或看空：</strong> 出现一笔买入<strong>2,925张</strong>2026-04-17到期、行权价500美元的深度实值看跌期权的大单，成交额高达<strong>4113万美元</strong>。同时段还出现了一笔卖出相同到期日、行权价450美元的看跌期权，或是在构建复杂的熊市看跌价差策略，对冲现有股票头寸的下行风险。‌<a href=\"https://ttm.financial/OPT/TSLA 20260417 500.0 PUT\" title=\"$TSLA 20260417 500.0 PUT$\" class=\"immutable-element\">$TSLA 20260417 500.0 PUT$</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/89e78c516b6560c79ce61284999bd1dd\" title=\"\" tg-width=\"1179\" tg-height=\"356\"/></p><p><strong>短线看涨情绪受制：</strong> 同时，有一笔卖出<strong>4,751张</strong>2026-04-06到期、行权价380美元的虚值看涨期权的大单，这可能是投资者认为股价短期内难以突破380美元，通过卖出看涨期权来收取权利金。‌<a href=\"https://ttm.financial/OPT/TSLA 20260406 380.0 CALL\" title=\"$TSLA 20260406 380.0 CALL$\" class=\"immutable-element\">$TSLA 20260406 380.0 CALL$</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bf4df3dd5be7c4e09a03e2239102e137\" title=\"\" tg-width=\"1179\" tg-height=\"357\"/></p><p><strong>廉价看跌保护：</strong> 另有买入<strong>7,500张</strong>行权价230美元的远月深度虚值看跌期权，成本极低，类似为极端下跌风险购买的“保险”。<a href=\"https://ttm.financial/OPT/TSLA 20260410 230.0 PUT\" title=\"$TSLA 20260410 230.0 PUT$ \" class=\"immutable-element\">$TSLA 20260410 230.0 PUT$</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/03aaa721ebb07c360042a89ec0f2e136\" title=\"\" tg-width=\"1179\" tg-height=\"375\"/></p></li></ol><p style=\"text-align: start;\">这些大单共同描绘了一幅图景：部分大资金在股价下跌后寻求下行保护（买入实值Put），同时也有资金押注反弹空间有限（卖出虚值Call）。</p><p style=\"text-align: start;\"><strong>策略参考</strong><br/>鉴于当前IV处于历史相对低位，期权卖方可以考虑卖出行权价在400美元以上的虚值看涨期权，以赚取时间价值；若不愿承担无限风险，可构建看跌价差策略以锁定风险和收益。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131798451","content_text":"TSLA收于360.59美元，跌5.42%；一季度交付量未达市场预期，成为当日主要利空。潜在反弹催化与风险: 交付走弱令估值承压，但下半年“小型车”与FSD授权若顺利落地、毛利率企稳，有望推动需求与盈利回升；若宏观需求继续放缓或软件收入兑现低于预期，股价仍可能延续调整。期权指标分析1. 隐含波动率 (IV) 与成交量概览隐含波动率 (IV)： 50.14% (截至2026-04-03)。IV百分位 (IV Percentile)： 20.32% (截至2026-04-03)。看涨/看跌比率 (Call/Put Ratio)： 1.22 (截至2026-04-03)。分析：TSLA当前的隐含波动率处于历史较低水平（IV百分位20.32%），期权定价相对“便宜”，表明市场对短期剧烈波动的预期有所降温。看涨/看跌比率略高于1，显示整体交易情绪未明显偏向悲观。2. 未平仓数 (OI) 分析 - 关键到期日聚焦在下周到期的2026-04-10到期合约中，市场头寸分布揭示了关键价位：行权价400.0的看涨期权聚集了12,176张未平仓合约，是OI最集中的点位。行权价350.0和360.0的看跌期权分别有9,745张和5,091张OI，显示下方存在一定的保护性或投机性买盘。3. 大单交易显露复杂博弈近两日的大额交易显示多空策略分化：巨额对冲或看空： 出现一笔买入2,925张2026-04-17到期、行权价500美元的深度实值看跌期权的大单，成交额高达4113万美元。同时段还出现了一笔卖出相同到期日、行权价450美元的看跌期权，或是在构建复杂的熊市看跌价差策略，对冲现有股票头寸的下行风险。‌$TSLA 20260417 500.0 PUT$短线看涨情绪受制： 同时，有一笔卖出4,751张2026-04-06到期、行权价380美元的虚值看涨期权的大单，这可能是投资者认为股价短期内难以突破380美元，通过卖出看涨期权来收取权利金。‌$TSLA 20260406 380.0 CALL$廉价看跌保护： 另有买入7,500张行权价230美元的远月深度虚值看跌期权，成本极低，类似为极端下跌风险购买的“保险”。$TSLA 20260410 230.0 PUT$这些大单共同描绘了一幅图景：部分大资金在股价下跌后寻求下行保护（买入实值Put），同时也有资金押注反弹空间有限（卖出虚值Call）。策略参考鉴于当前IV处于历史相对低位，期权卖方可以考虑卖出行权价在400美元以上的虚值看涨期权，以赚取时间价值；若不愿承担无限风险，可构建看跌价差策略以锁定风险和收益。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":544752835482968,"gmtCreate":1774005675702,"gmtModify":1774005678004,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"爱爱爱爱爱爱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090487371938690","authorIdStr":"4090487371938690"},"themes":[],"title":"","htmlText":"国内哪个不是蒸馏","listText":"国内哪个不是蒸馏","text":"国内哪个不是蒸馏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544752835482968","isVote":1,"tweetType":1,"viewCount":715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544752414602344,"gmtCreate":1774005559700,"gmtModify":1774012801196,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"爱爱爱爱爱爱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090487371938690","authorIdStr":"4090487371938690"},"themes":[],"title":"","htmlText":"小米这种垃圾看好。嗷嗷","listText":"小米这种垃圾看好。嗷嗷","text":"小米这种垃圾看好。嗷嗷","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544752414602344","isVote":1,"tweetType":1,"viewCount":758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536971432399192,"gmtCreate":1772107706102,"gmtModify":1772111024229,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"爱爱爱爱爱爱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090487371938690","authorIdStr":"4090487371938690"},"themes":[],"title":"","htmlText":"硬起来吧","listText":"硬起来吧","text":"硬起来吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536971432399192","repostId":"2614295080","repostType":2,"repost":{"id":"2614295080","kind":"news","pubTimestamp":1772026931,"share":"https://www.laohu8.com/m/news/2614295080?lang=zh_CN&edition=full","pubTime":"2026-02-25 21:42","market":"hk","language":"zh","title":"诺和诺德(NVO.US)斥资最高21亿美元携手Vivtex，加码下一代口服减肥药","url":"https://stock-news.laohu8.com/highlight/detail?id=2614295080","media":"智通财经","summary":"智通财经APP获悉，丹麦制药商诺和诺德周三表示，已与总部位于美国的Vivtex公司达成一项价值高达21亿美元的合作协议，共同开发用于治疗肥胖症和糖尿病的下一代口服药物。据了解，此次合作的核心价值在于Vivtex所拥有的颠覆性口服给药研发平台。两家公司表示，Vivtex的平台利用肠道筛选检测、递送技术及人工智能工具，助力生物药物实现片剂化给药。诺和诺德目前提供用于治疗肥胖症和2型糖尿病的GLP-1药物，包括Wegovy、Ozempic及口服糖尿病药物Rybelsus。","content":"<html><body><p>智通财经APP获悉，丹麦制药商<a href=\"https://laohu8.com/S/NVO\">诺和诺德</a>(NVO.US)周三表示，已与总部位于美国的Vivtex公司达成一项价值高达21亿美元的合作协议，共同开发用于治疗肥胖症和糖尿病的下一代口服药物。</p><p>根据该合作安排，这家私营公司将授权其部分口服药物递送技术，而诺和诺德将负责全球开发和商业化。</p><p>据了解，此次合作的核心价值在于Vivtex所拥有的颠覆性口服给药研发平台。该平台由麻省理工学院著名科学家、<a href=\"https://laohu8.com/S/MRNA\">Moderna</a>联合创始人Robert Langer及其团队参与开发，核心技术整合了先进的胃肠道芯片模型、高通量自动化机器人筛选以及人工智能预测算法。</p><p>通过这套系统，研发团队能够以前所未有的速度模拟药物在人体肠道内的吸收过程，从成千上万种复杂的配方组合中精准识别出能够显著提高<a href=\"https://laohu8.com/S/000504\">生物</a>利用度的最佳方案，从而突破多肽和蛋白质类药物长期以来难以跨越的肠道吸收屏障。</p><p><strong>以下是部分细节：</strong></p><p>根据协议，诺和诺德除支付一笔未公开的预付款外，还将支付里程碑付款及未来产品销售的特许权使用费。</p><p>该合作旨在通过改善生物药物在肠道中的吸收方式，使原本需注射给药的生物药物得以制成口服剂型。</p><p>两家公司表示，Vivtex的平台利用肠道筛选检测、递送技术及人工智能工具，助力生物药物实现片剂化给药。</p><p>诺和诺德目前提供用于治疗肥胖症和2型糖尿病的GLP-1药物，包括Wegovy、Ozempic及口服糖尿病药物Rybelsus。</p><p>今年1月，这家丹麦制药商在美国推出了Wegovy片剂，这是全球首个用于治疗肥胖症的口服药物。</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>诺和诺德(NVO.US)斥资最高21亿美元携手Vivtex，加码下一代口服减肥药</title>\n<style 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}\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诺和诺德(NVO.US)斥资最高21亿美元携手Vivtex，加码下一代口服减肥药\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-25 21:42 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1407309.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，丹麦制药商诺和诺德(NVO.US)周三表示，已与总部位于美国的Vivtex公司达成一项价值高达21亿美元的合作协议，共同开发用于治疗肥胖症和糖尿病的下一代口服药物。根据该合作安排，这家私营公司将授权其部分口服药物递送技术，而诺和诺德将负责全球开发和商业化。据了解，此次合作的核心价值在于Vivtex所拥有的颠覆性口服给药研发平台。该平台由麻省理工学院著名科学家、Moderna联合...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1407309.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","NVOX":"2倍做多NVO ETF-Defiance","BK4599":"减肥药","NVO":"诺和诺德","BK4007":"制药","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4588":"碎股","NVOH":"Novo Nordisk A/S B Shares ADRhedged","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4585":"ETF&股票定投概念","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1"},"source_url":"http://www.zhitongcaijing.com/content/detail/1407309.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2614295080","content_text":"智通财经APP获悉，丹麦制药商诺和诺德(NVO.US)周三表示，已与总部位于美国的Vivtex公司达成一项价值高达21亿美元的合作协议，共同开发用于治疗肥胖症和糖尿病的下一代口服药物。根据该合作安排，这家私营公司将授权其部分口服药物递送技术，而诺和诺德将负责全球开发和商业化。据了解，此次合作的核心价值在于Vivtex所拥有的颠覆性口服给药研发平台。该平台由麻省理工学院著名科学家、Moderna联合创始人Robert Langer及其团队参与开发，核心技术整合了先进的胃肠道芯片模型、高通量自动化机器人筛选以及人工智能预测算法。通过这套系统，研发团队能够以前所未有的速度模拟药物在人体肠道内的吸收过程，从成千上万种复杂的配方组合中精准识别出能够显著提高生物利用度的最佳方案，从而突破多肽和蛋白质类药物长期以来难以跨越的肠道吸收屏障。以下是部分细节：根据协议，诺和诺德除支付一笔未公开的预付款外，还将支付里程碑付款及未来产品销售的特许权使用费。该合作旨在通过改善生物药物在肠道中的吸收方式，使原本需注射给药的生物药物得以制成口服剂型。两家公司表示，Vivtex的平台利用肠道筛选检测、递送技术及人工智能工具，助力生物药物实现片剂化给药。诺和诺德目前提供用于治疗肥胖症和2型糖尿病的GLP-1药物，包括Wegovy、Ozempic及口服糖尿病药物Rybelsus。今年1月，这家丹麦制药商在美国推出了Wegovy片剂，这是全球首个用于治疗肥胖症的口服药物。","news_type":1,"symbols_score_info":{"NVOX":0.6,"NVOH":0.6,"NVO":1.96}},"isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536894040286880,"gmtCreate":1772096739077,"gmtModify":1772096741170,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"爱爱爱爱爱爱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090487371938690","authorIdStr":"4090487371938690"},"themes":[],"title":"","htmlText":"mark","listText":"mark","text":"mark","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536894040286880","repostId":"1120641198","repostType":2,"repost":{"id":"1120641198","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":1772096592,"share":"https://www.laohu8.com/m/news/1120641198?lang=zh_CN&edition=full","pubTime":"2026-02-26 17:03","market":"hk","language":"zh","title":"百度：四季度营收327亿元，AI应用收入27亿元同比增长110%","url":"https://stock-news.laohu8.com/highlight/detail?id=1120641198","media":"老虎资讯综合","summary":"NON-GAAP净利润39亿元。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BIDU\">百度</a> ：2025年第四季度营收327.4亿元人民币，环比增长5%，市场预估326.6亿元。全年总营收为1291亿元，同比微降3%，主要受传统业务收缩影响，但AI新业务的强劲增长有效对冲了部分压力。</p><p>四季度NON-GAAP净利润39亿元。NON-GAAP净利润率为12%，NON-GAAP每股美国存托股稀释收益为人民币10.62元（1.52美元）；</p><p>四季度经调整EBITDA为人民币47亿元（676百万美元）及经调整EBITDA利润率为14%。</p><h3 id=\"id_3220697910\">业务表现</h3><p>四季度，AI原生营销服务收入达到27亿元，同比增长110%。2025年12月，百度APP的月活跃用户达到679百万，同比持平。2025年12月，文心助手的月活跃用户达到202百万。</p><p>四季度，智能云基础设施收入为58亿元，AI高性能计算设施收入的订阅收入同比增长143%。2025年全年，智能云基础设施收入为约200亿元，同比增长34%。</p><p>四季度，百度的无人车服务萝卜快跑提供的全无人自动驾驶营运订单达到3.4百万单，季度内单周订单量峰值超过300,000单。总订单量同比增长超过200%。截至2026年2月，萝卜快跑累计为公众提供的自动驾驶出行服务订单超过20百万单。</p><h3 id=\"id_626126150\">股份回购</h3><p>百度：公司董事会已于2026年2月授权一项新的股份回购计划，据此，本公司可回购最多50亿美元的股份，有效期至2028年12月31日。董事会亦已首次批准采纳本公司普通股的股息政策，其中可能包括定期及/或特别股息分派。</p><h3 id=\"id_762494051\">盘前表现</h3><p>百度周四盘前股价震荡，截至发稿跌幅1.99%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c7c0a6bfd4b6a636524b26406c44eb7\" title=\"\" tg-width=\"1166\" tg-height=\"404\"/></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>百度：四季度营收327亿元，AI应用收入27亿元同比增长110%</title>\n<style 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href=\"https://laohu8.com/S/BIDU\">百度</a> ：2025年第四季度营收327.4亿元人民币，环比增长5%，市场预估326.6亿元。全年总营收为1291亿元，同比微降3%，主要受传统业务收缩影响，但AI新业务的强劲增长有效对冲了部分压力。</p><p>四季度NON-GAAP净利润39亿元。NON-GAAP净利润率为12%，NON-GAAP每股美国存托股稀释收益为人民币10.62元（1.52美元）；</p><p>四季度经调整EBITDA为人民币47亿元（676百万美元）及经调整EBITDA利润率为14%。</p><h3 id=\"id_3220697910\">业务表现</h3><p>四季度，AI原生营销服务收入达到27亿元，同比增长110%。2025年12月，百度APP的月活跃用户达到679百万，同比持平。2025年12月，文心助手的月活跃用户达到202百万。</p><p>四季度，智能云基础设施收入为58亿元，AI高性能计算设施收入的订阅收入同比增长143%。2025年全年，智能云基础设施收入为约200亿元，同比增长34%。</p><p>四季度，百度的无人车服务萝卜快跑提供的全无人自动驾驶营运订单达到3.4百万单，季度内单周订单量峰值超过300,000单。总订单量同比增长超过200%。截至2026年2月，萝卜快跑累计为公众提供的自动驾驶出行服务订单超过20百万单。</p><h3 id=\"id_626126150\">股份回购</h3><p>百度：公司董事会已于2026年2月授权一项新的股份回购计划，据此，本公司可回购最多50亿美元的股份，有效期至2028年12月31日。董事会亦已首次批准采纳本公司普通股的股息政策，其中可能包括定期及/或特别股息分派。</p><h3 id=\"id_762494051\">盘前表现</h3><p>百度周四盘前股价震荡，截至发稿跌幅1.99%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c7c0a6bfd4b6a636524b26406c44eb7\" title=\"\" tg-width=\"1166\" tg-height=\"404\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0cb3c6c3c55603d00a14ee3389850b7f","relate_stocks":{"BIDU":"百度","09888":"百度集团-SW"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120641198","content_text":"百度 ：2025年第四季度营收327.4亿元人民币，环比增长5%，市场预估326.6亿元。全年总营收为1291亿元，同比微降3%，主要受传统业务收缩影响，但AI新业务的强劲增长有效对冲了部分压力。四季度NON-GAAP净利润39亿元。NON-GAAP净利润率为12%，NON-GAAP每股美国存托股稀释收益为人民币10.62元（1.52美元）；四季度经调整EBITDA为人民币47亿元（676百万美元）及经调整EBITDA利润率为14%。业务表现四季度，AI原生营销服务收入达到27亿元，同比增长110%。2025年12月，百度APP的月活跃用户达到679百万，同比持平。2025年12月，文心助手的月活跃用户达到202百万。四季度，智能云基础设施收入为58亿元，AI高性能计算设施收入的订阅收入同比增长143%。2025年全年，智能云基础设施收入为约200亿元，同比增长34%。四季度，百度的无人车服务萝卜快跑提供的全无人自动驾驶营运订单达到3.4百万单，季度内单周订单量峰值超过300,000单。总订单量同比增长超过200%。截至2026年2月，萝卜快跑累计为公众提供的自动驾驶出行服务订单超过20百万单。股份回购百度：公司董事会已于2026年2月授权一项新的股份回购计划，据此，本公司可回购最多50亿美元的股份，有效期至2028年12月31日。董事会亦已首次批准采纳本公司普通股的股息政策，其中可能包括定期及/或特别股息分派。盘前表现百度周四盘前股价震荡，截至发稿跌幅1.99%。","news_type":1,"symbols_score_info":{"09888":2,"BIDU":2}},"isVote":1,"tweetType":1,"viewCount":1028,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":536627628815104,"gmtCreate":1772033489958,"gmtModify":1772033492464,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"爱爱爱爱爱爱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090487371938690","authorIdStr":"4090487371938690"},"themes":[],"title":"","htmlText":"snow","listText":"snow","text":"snow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536627628815104","isVote":1,"tweetType":1,"viewCount":743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":558667690397984,"gmtCreate":1777425261285,"gmtModify":1777425263716,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"爱爱爱爱爱爱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090487371938690","authorIdStr":"4090487371938690"},"themes":[],"title":"","htmlText":"谢谢 对神棍就不要有幻想","listText":"谢谢 对神棍就不要有幻想","text":"谢谢 对神棍就不要有幻想","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/558667690397984","repostId":"1153273194","repostType":2,"repost":{"id":"1153273194","kind":"news","pubTimestamp":1777425131,"share":"https://www.laohu8.com/m/news/1153273194?lang=zh_CN&edition=full","pubTime":"2026-04-29 09:12","market":"us","language":"zh","title":"特朗普“为无限期封锁伊朗”做准备，核谈陷僵局，油价承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1153273194","media":"华尔街见闻","summary":"4月29日，据美国媒体28日报道，美国总统特朗普告诉助手，要准备好长期封锁伊朗。 (新华社)","content":"<html><head></head><body><blockquote><p>特朗普已向助手明确：为长期封锁伊朗做好准备。面对重启轰炸、接受伊朗方案、维持封锁三选项，他选择&#34;拖字诀&#34;。封锁虽已重创伊朗经济、迫使德黑兰释放接触信号，却同步推高美国油价、拖累民调支持率。核谈判陷入停滞，双方各认为时间站在自己一边，部分美国官员预判最终可能既不会达成核协议，也不会重启战争。</p></blockquote><p style=\"text-align: justify;\">面对美伊谈判僵局，特朗普选择“拖字诀”，这一决定标志着冲突进入新阶段，也令本已陷入僵局的核谈判前景更加扑朔迷离。</p><p style=\"text-align: justify;\">新华社援引美国媒体28日报道，美国总统特朗普已告知助手，要为长期封锁伊朗做好准备。</p><p style=\"text-align: justify;\">据媒体报道，特朗普在包括周一白宫战情室会议在内的多次会议中，<strong>明确选择继续通过封锁伊朗港口来压缩其经济和石油出口，以迫使德黑兰在核问题上作出让步。</strong>特朗普在其社交媒体平台Truth Social上写道，封锁正将伊朗推向&#34;崩溃边缘&#34;。</p><p style=\"text-align: justify;\">这一强硬立场对全球能源市场构成持续压力。霍尔木兹海峡通行量已降至本轮冲突爆发以来的最低水平，<strong>油价承受上行压力，美国国内汽油价格随之上涨</strong>，并已对特朗普的民调支持率造成拖累，令共和党在中期选举中的前景蒙上阴影。</p><h2 id=\"id_3784353635\">三条路均有代价，特朗普选择&#34;拖&#34;字诀</h2><p style=\"text-align: justify;\">特朗普目前面临三个选项：恢复轰炸、接受伊朗提议脱身，或维持封锁。他评估后认为，前两者的风险均高于继续封锁。</p><p style=\"text-align: justify;\">重启军事打击虽可进一步削弱伊朗，但德黑兰极可能以破坏海湾地区能源基础设施作为报复，推高战争成本。单方面停止封锁则意味着接受伊朗上周末提出的方案——该方案允许德黑兰自行设定谈判条件，白宫认为这将削弱美方在核问题上的筹码。</p><p style=\"text-align: justify;\">维持封锁虽不能提供速胜，但一名美国高级官员表示，<strong>封锁已明显重创伊朗经济——伊朗正面临大量未售出石油的储存压力，并已促使德黑兰主动向华盛顿发出新的接触信号。</strong></p><p style=\"text-align: justify;\">布鲁金斯学会外交政策项目副主席、伊朗问题专家Suzanne Maloney指出：&#34;伊朗正在盘算，其承受和规避封锁的能力，能否超过美国阻止更大范围能源危机乃至全球衰退的意愿。</p><h2 id=\"id_940733807\">核谈判实质停滞，双方均认为时间站在自己一边</h2><p style=\"text-align: justify;\">尽管白宫此前预期美伊谈判将于上周末在巴基斯坦重启，但谈判目前已陷入停滞。</p><p style=\"text-align: justify;\">伊朗周一告知调停方，需要数日时间向最高领袖穆杰塔巴·哈梅内伊请示，再提出修改后的方案。但地区调停方对伊朗的更新方案能否带来突破持怀疑态度。伊朗官员坚持要求华盛顿放弃其所称的&#34;极限施压&#34;要求，同时维持对霍尔木兹海峡的封锁。</p><p style=\"text-align: justify;\"><strong>特朗普目前不愿放弃的核心诉求是：伊朗至少承诺暂停核浓缩活动20年，并在此后接受相关限制。他周一认定，伊朗提出的&#34;分三步重开霍尔木兹海峡、将核问题留至最后阶段&#34;的方案，证明德黑兰并非真诚谈判。</strong></p><p style=\"text-align: justify;\">前美国情报界伊朗问题高级分析师Eric Brewer表示：&#34;他没有接受这份协议，我并不感到意外，因为它根本没有触及核问题。当你还在等待封锁能否对伊朗造成严重经济打击时，为什么要接受伊朗的方案？&#34;</p><p style=\"text-align: justify;\">德国风险分析与国际安全研究所所长、前德国国防部幕僚长Nico Lange则指出：&#34;双方似乎都认为自己的判断是正确的，时间站在自己这边。&#34;</p><h2 id=\"id_98753464\">内部分歧与伊朗强硬派，令外交更加复杂</h2><p style=\"text-align: justify;\">特朗普正面临来自内部的相互矛盾的建议。南卡罗来纳州共和党参议员Lindsey Graham等盟友公开敦促白宫继续向德黑兰施压；而另一些与总统关系密切的商界人士则担忧，霍尔木兹海峡持续关闭或战事升级只会进一步损害经济，在中期选举前夕形成政治致命伤。</p><p style=\"text-align: justify;\">国务卿Marco Rubio在周一的媒体采访中点出了另一层复杂性——伊朗内部的权力争夺正在干扰任何外交努力。&#34;Rubio说，&#34;我们的谈判代表不只是在和伊朗人谈判，那些伊朗人还要再去和另一批伊朗人谈判，才能搞清楚他们能同意什么、能提供什么、愿意做什么，甚至愿意和谁会面。&#34;</p><p style=\"text-align: justify;\">与此同时，美国官员也意识到，随着封锁持续收紧，伊朗可能寻求迫使华盛顿在升级冲突与妥协让步之间作出抉择——包括恢复对地区能源设施的袭击，或针对执行封锁的美国海军资产发动攻击。据华尔街日报报道，部分美国官员已开始认为，这场历时八周的冲突，最终可能既不会达成核协议，也不会重启战争。</p></body></html>","source":"lsy1762389672944","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>特朗普“为无限期封锁伊朗”做准备，核谈陷僵局，油价承压</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特朗普“为无限期封锁伊朗”做准备，核谈陷僵局，油价承压\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-29 09:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3771197><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特朗普已向助手明确：为长期封锁伊朗做好准备。面对重启轰炸、接受伊朗方案、维持封锁三选项，他选择\"拖字诀\"。封锁虽已重创伊朗经济、迫使德黑兰释放接触信号，却同步推高美国油价、拖累民调支持率。核谈判陷入停滞，双方各认为时间站在自己一边，部分美国官员预判最终可能既不会达成核协议，也不会重启战争。面对美伊谈判僵局，特朗普选择“拖字诀”，这一决定标志着冲突进入新阶段，也令本已陷入僵局的核谈判前景更加扑朔迷离...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3771197\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/816a0c3e72eee473313fa6139e832464","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3771197","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153273194","content_text":"特朗普已向助手明确：为长期封锁伊朗做好准备。面对重启轰炸、接受伊朗方案、维持封锁三选项，他选择\"拖字诀\"。封锁虽已重创伊朗经济、迫使德黑兰释放接触信号，却同步推高美国油价、拖累民调支持率。核谈判陷入停滞，双方各认为时间站在自己一边，部分美国官员预判最终可能既不会达成核协议，也不会重启战争。面对美伊谈判僵局，特朗普选择“拖字诀”，这一决定标志着冲突进入新阶段，也令本已陷入僵局的核谈判前景更加扑朔迷离。新华社援引美国媒体28日报道，美国总统特朗普已告知助手，要为长期封锁伊朗做好准备。据媒体报道，特朗普在包括周一白宫战情室会议在内的多次会议中，明确选择继续通过封锁伊朗港口来压缩其经济和石油出口，以迫使德黑兰在核问题上作出让步。特朗普在其社交媒体平台Truth Social上写道，封锁正将伊朗推向\"崩溃边缘\"。这一强硬立场对全球能源市场构成持续压力。霍尔木兹海峡通行量已降至本轮冲突爆发以来的最低水平，油价承受上行压力，美国国内汽油价格随之上涨，并已对特朗普的民调支持率造成拖累，令共和党在中期选举中的前景蒙上阴影。三条路均有代价，特朗普选择\"拖\"字诀特朗普目前面临三个选项：恢复轰炸、接受伊朗提议脱身，或维持封锁。他评估后认为，前两者的风险均高于继续封锁。重启军事打击虽可进一步削弱伊朗，但德黑兰极可能以破坏海湾地区能源基础设施作为报复，推高战争成本。单方面停止封锁则意味着接受伊朗上周末提出的方案——该方案允许德黑兰自行设定谈判条件，白宫认为这将削弱美方在核问题上的筹码。维持封锁虽不能提供速胜，但一名美国高级官员表示，封锁已明显重创伊朗经济——伊朗正面临大量未售出石油的储存压力，并已促使德黑兰主动向华盛顿发出新的接触信号。布鲁金斯学会外交政策项目副主席、伊朗问题专家Suzanne Maloney指出：\"伊朗正在盘算，其承受和规避封锁的能力，能否超过美国阻止更大范围能源危机乃至全球衰退的意愿。核谈判实质停滞，双方均认为时间站在自己一边尽管白宫此前预期美伊谈判将于上周末在巴基斯坦重启，但谈判目前已陷入停滞。伊朗周一告知调停方，需要数日时间向最高领袖穆杰塔巴·哈梅内伊请示，再提出修改后的方案。但地区调停方对伊朗的更新方案能否带来突破持怀疑态度。伊朗官员坚持要求华盛顿放弃其所称的\"极限施压\"要求，同时维持对霍尔木兹海峡的封锁。特朗普目前不愿放弃的核心诉求是：伊朗至少承诺暂停核浓缩活动20年，并在此后接受相关限制。他周一认定，伊朗提出的\"分三步重开霍尔木兹海峡、将核问题留至最后阶段\"的方案，证明德黑兰并非真诚谈判。前美国情报界伊朗问题高级分析师Eric Brewer表示：\"他没有接受这份协议，我并不感到意外，因为它根本没有触及核问题。当你还在等待封锁能否对伊朗造成严重经济打击时，为什么要接受伊朗的方案？\"德国风险分析与国际安全研究所所长、前德国国防部幕僚长Nico Lange则指出：\"双方似乎都认为自己的判断是正确的，时间站在自己这边。\"内部分歧与伊朗强硬派，令外交更加复杂特朗普正面临来自内部的相互矛盾的建议。南卡罗来纳州共和党参议员Lindsey Graham等盟友公开敦促白宫继续向德黑兰施压；而另一些与总统关系密切的商界人士则担忧，霍尔木兹海峡持续关闭或战事升级只会进一步损害经济，在中期选举前夕形成政治致命伤。国务卿Marco Rubio在周一的媒体采访中点出了另一层复杂性——伊朗内部的权力争夺正在干扰任何外交努力。\"Rubio说，\"我们的谈判代表不只是在和伊朗人谈判，那些伊朗人还要再去和另一批伊朗人谈判，才能搞清楚他们能同意什么、能提供什么、愿意做什么，甚至愿意和谁会面。\"与此同时，美国官员也意识到，随着封锁持续收紧，伊朗可能寻求迫使华盛顿在升级冲突与妥协让步之间作出抉择——包括恢复对地区能源设施的袭击，或针对执行封锁的美国海军资产发动攻击。据华尔街日报报道，部分美国官员已开始认为，这场历时八周的冲突，最终可能既不会达成核协议，也不会重启战争。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"函盖乾坤截断众流随波逐浪","avatar":"https://static.tigerbbs.com/f4602544b3ccc4c41a2be942e28cbf75","crmLevel":9,"crmLevelSwitch":1,"idStr":"3544441872957647","authorIdStr":"3544441872957647"},"content":"你说的神棍包不包括沙特，阿联酋这些中东王爷呢？包不包括以色列和他们的希伯来圣经？包不包括日本神道教的“天皇”？欧美人结婚在教堂发誓算不算神棍呢？生了孩子要让牧师祝福算不算神棍呢？","text":"你说的神棍包不包括沙特，阿联酋这些中东王爷呢？包不包括以色列和他们的希伯来圣经？包不包括日本神道教的“天皇”？欧美人结婚在教堂发誓算不算神棍呢？生了孩子要让牧师祝福算不算神棍呢？","html":"你说的神棍包不包括沙特，阿联酋这些中东王爷呢？包不包括以色列和他们的希伯来圣经？包不包括日本神道教的“天皇”？欧美人结婚在教堂发誓算不算神棍呢？生了孩子要让牧师祝福算不算神棍呢？"},{"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"函盖乾坤截断众流随波逐浪","avatar":"https://static.tigerbbs.com/f4602544b3ccc4c41a2be942e28cbf75","crmLevel":9,"crmLevelSwitch":1,"idStr":"3544441872957647","authorIdStr":"3544441872957647"},"content":"你说的神棍包不包括沙特，阿联酋这些中东王爷呢？包不包括以色列和他们的希伯来圣经？包不包括日本神道教的“天皇”？欧美人结婚在教堂发誓算不算神棍呢？生了孩子要让牧师祝福算不算神棍呢？","text":"你说的神棍包不包括沙特，阿联酋这些中东王爷呢？包不包括以色列和他们的希伯来圣经？包不包括日本神道教的“天皇”？欧美人结婚在教堂发誓算不算神棍呢？生了孩子要让牧师祝福算不算神棍呢？","html":"你说的神棍包不包括沙特，阿联酋这些中东王爷呢？包不包括以色列和他们的希伯来圣经？包不包括日本神道教的“天皇”？欧美人结婚在教堂发誓算不算神棍呢？生了孩子要让牧师祝福算不算神棍呢？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531847867463232,"gmtCreate":1770864757209,"gmtModify":1770865469194,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"爱爱爱爱爱爱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090487371938690","authorIdStr":"4090487371938690"},"themes":[],"title":"","htmlText":"<a 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坐等崩盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/531847867463232","isVote":1,"tweetType":1,"viewCount":1533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518664835031744,"gmtCreate":1767602624578,"gmtModify":1767602626724,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"爱爱爱爱爱爱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090487371938690","authorIdStr":"4090487371938690"},"themes":[],"title":"","htmlText":"信你个鬼","listText":"信你个鬼","text":"信你个鬼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/518664835031744","repostId":"1196675860","repostType":2,"repost":{"id":"1196675860","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":1767602441,"share":"https://www.laohu8.com/m/news/1196675860?lang=zh_CN&edition=full","pubTime":"2026-01-05 16:40","market":"us","language":"zh","title":"利好来了！高盛：建议高配中国股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1196675860","media":"老虎资讯综合","summary":"1月5日，高盛发布题为《中国2026年展望：探索新动能》的宏观报告。报告称，2026年建议高配中国股票。高盛股票策略团队此前在亚太范围内建议高配A股和港股，预计2026年和2027年中国股市将每年上涨15%至20%，分别由14%和12%的盈利增长以及约10%的估值向上重估所支撑。报告分析，2026年，中国出口存在结构性上行空间；投资在政策支持下有望反弹；政策对服务消费更加重视，并鼓励增加假期和带薪休假。","content":"<html><head></head><body><p>1月5日，高盛发布题为《中国2026年展望：探索新动能》的报告。报告称，2026年建议高配中国股票。</p><p>高盛预计2026年和2027年中国股票将每年上涨15%至20%，企业盈利在2026年与2027年将分别增长14%和12%，并有望叠加约10%的估值修复潜力。盈利增长加速的驱动因素包括人工智能应用、“出海”趋势和“反内卷”政策。</p><p>同时，高盛也提到，当前估值相对国际可比市场存在折价，而中国资产对国际与本土投资者具备一定分散化价值，可能促进资金进一步进入市场。</p><p>高盛指出，近年来中国经济发生了重大变化。预计中国实际出口量增速在2025年达到约8%之后，2026年将增长5%。中国经常账户顺差将从2025年占GDP的3.6%扩大至2026年的4.2%。</p><p>高盛认为，从外部环境看，中国出口仍存在结构性上行空间。随着全球产业链重构、中国制造业竞争力和高附加值产品占比提升，未来几年中国出口韧性有望保持，经常账户或将持续处于较为稳健的状态。</p><p>投资方面，按GDP支出法口径，高盛预计固定资本形成总额增速将从2025年的1.5%反弹至2026年的3.5%。财政扩张将重点支持高科技、城市更新及民生相关基础设施等领域。</p><p>消费方面，高盛预计2026年居民消费增速将放缓，但政府消费有望加速并抵消个人消费的疲弱。近期政策公告显示，消费品以旧换新“国补”计划将在2026年延续。考虑到政策支持方向与潜在的结构性上行空间，高盛认为服务消费增速将超过商品消费增速。</p><p>另外，高盛预测中国实际GDP增速将在2026年达到4.8%，这一数字高于4.5%的市场普遍预期。高盛指出，中国在出口展现出的结构性韧性以及预期中更为积极的政策宽松，将成为新一年的关键支撑。</p><p>“我们对2026年经济增长和通胀的预测均高于市场共识，背后的假设是2026年政策宽松力度加大，包括两次10个基点的降息和我们估算的广义财政赤字扩大1.2个百分点。这两项预测都比市场共识预测略偏鸽派。”高盛称。</p><p>在基准情形下，高盛预计2026年会有1次“降准+降息”组合：2026年一季度降准50个基点并降息10个基点，三季度再降息10个基点。</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>利好来了！高盛：建议高配中国股票</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n利好来了！高盛：建议高配中国股票\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\">2026-01-05 16:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月5日，高盛发布题为《中国2026年展望：探索新动能》的报告。报告称，2026年建议高配中国股票。</p><p>高盛预计2026年和2027年中国股票将每年上涨15%至20%，企业盈利在2026年与2027年将分别增长14%和12%，并有望叠加约10%的估值修复潜力。盈利增长加速的驱动因素包括人工智能应用、“出海”趋势和“反内卷”政策。</p><p>同时，高盛也提到，当前估值相对国际可比市场存在折价，而中国资产对国际与本土投资者具备一定分散化价值，可能促进资金进一步进入市场。</p><p>高盛指出，近年来中国经济发生了重大变化。预计中国实际出口量增速在2025年达到约8%之后，2026年将增长5%。中国经常账户顺差将从2025年占GDP的3.6%扩大至2026年的4.2%。</p><p>高盛认为，从外部环境看，中国出口仍存在结构性上行空间。随着全球产业链重构、中国制造业竞争力和高附加值产品占比提升，未来几年中国出口韧性有望保持，经常账户或将持续处于较为稳健的状态。</p><p>投资方面，按GDP支出法口径，高盛预计固定资本形成总额增速将从2025年的1.5%反弹至2026年的3.5%。财政扩张将重点支持高科技、城市更新及民生相关基础设施等领域。</p><p>消费方面，高盛预计2026年居民消费增速将放缓，但政府消费有望加速并抵消个人消费的疲弱。近期政策公告显示，消费品以旧换新“国补”计划将在2026年延续。考虑到政策支持方向与潜在的结构性上行空间，高盛认为服务消费增速将超过商品消费增速。</p><p>另外，高盛预测中国实际GDP增速将在2026年达到4.8%，这一数字高于4.5%的市场普遍预期。高盛指出，中国在出口展现出的结构性韧性以及预期中更为积极的政策宽松，将成为新一年的关键支撑。</p><p>“我们对2026年经济增长和通胀的预测均高于市场共识，背后的假设是2026年政策宽松力度加大，包括两次10个基点的降息和我们估算的广义财政赤字扩大1.2个百分点。这两项预测都比市场共识预测略偏鸽派。”高盛称。</p><p>在基准情形下，高盛预计2026年会有1次“降准+降息”组合：2026年一季度降准50个基点并降息10个基点，三季度再降息10个基点。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"399001":"深证成指","399006":"创业板指","HSTECH":"恒生科技指数","000001.SH":"上证指数","HSI":"恒生指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196675860","content_text":"1月5日，高盛发布题为《中国2026年展望：探索新动能》的报告。报告称，2026年建议高配中国股票。高盛预计2026年和2027年中国股票将每年上涨15%至20%，企业盈利在2026年与2027年将分别增长14%和12%，并有望叠加约10%的估值修复潜力。盈利增长加速的驱动因素包括人工智能应用、“出海”趋势和“反内卷”政策。同时，高盛也提到，当前估值相对国际可比市场存在折价，而中国资产对国际与本土投资者具备一定分散化价值，可能促进资金进一步进入市场。高盛指出，近年来中国经济发生了重大变化。预计中国实际出口量增速在2025年达到约8%之后，2026年将增长5%。中国经常账户顺差将从2025年占GDP的3.6%扩大至2026年的4.2%。高盛认为，从外部环境看，中国出口仍存在结构性上行空间。随着全球产业链重构、中国制造业竞争力和高附加值产品占比提升，未来几年中国出口韧性有望保持，经常账户或将持续处于较为稳健的状态。投资方面，按GDP支出法口径，高盛预计固定资本形成总额增速将从2025年的1.5%反弹至2026年的3.5%。财政扩张将重点支持高科技、城市更新及民生相关基础设施等领域。消费方面，高盛预计2026年居民消费增速将放缓，但政府消费有望加速并抵消个人消费的疲弱。近期政策公告显示，消费品以旧换新“国补”计划将在2026年延续。考虑到政策支持方向与潜在的结构性上行空间，高盛认为服务消费增速将超过商品消费增速。另外，高盛预测中国实际GDP增速将在2026年达到4.8%，这一数字高于4.5%的市场普遍预期。高盛指出，中国在出口展现出的结构性韧性以及预期中更为积极的政策宽松，将成为新一年的关键支撑。“我们对2026年经济增长和通胀的预测均高于市场共识，背后的假设是2026年政策宽松力度加大，包括两次10个基点的降息和我们估算的广义财政赤字扩大1.2个百分点。这两项预测都比市场共识预测略偏鸽派。”高盛称。在基准情形下，高盛预计2026年会有1次“降准+降息”组合：2026年一季度降准50个基点并降息10个基点，三季度再降息10个基点。","news_type":1,"symbols_score_info":{"399001":2,"399006":2,"HSTECH":2,"HSI":2,"000001.SH":2}},"isVote":1,"tweetType":1,"viewCount":1100,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3468401218530340","authorId":"3468401218530340","name":"Flt","avatar":"https://static.tigerbbs.com/ce8c973727f5d5c4e4d0352cca858172","crmLevel":5,"crmLevelSwitch":0,"idStr":"3468401218530340","authorIdStr":"3468401218530340"},"content":"哈哈，伤的很深","text":"哈哈，伤的很深","html":"哈哈，伤的很深"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":520488283293176,"gmtCreate":1768093668040,"gmtModify":1768093670164,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"爱爱爱爱爱爱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090487371938690","authorIdStr":"4090487371938690"},"themes":[],"title":"","htmlText":"这些所谓的专家放出这些言论什么意思","listText":"这些所谓的专家放出这些言论什么意思","text":"这些所谓的专家放出这些言论什么意思","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/520488283293176","repostId":"1199939577","repostType":4,"isVote":1,"tweetType":1,"viewCount":1286,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572071041496714","authorId":"3572071041496714","name":"alexande007","avatar":"https://static.tigerbbs.com/7204136f9322395ab13073bd18d7ef40","crmLevel":5,"crmLevelSwitch":0,"idStr":"3572071041496714","authorIdStr":"3572071041496714"},"content":"反着听就对了，说明新能源汽车倒闭潮来袭","text":"反着听就对了，说明新能源汽车倒闭潮来袭","html":"反着听就对了，说明新能源汽车倒闭潮来袭"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561006541694112,"gmtCreate":1777996272576,"gmtModify":1777996274657,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"爱爱爱爱爱爱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090487371938690","authorIdStr":"4090487371938690"},"themes":[],"title":"","htmlText":"mark","listText":"mark","text":"mark","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561006541694112","repostId":"559557353314240","repostType":1,"repost":{"id":559557353314240,"gmtCreate":1777642459981,"gmtModify":1777642462029,"author":{"id":"3577256940416326","authorId":"3577256940416326","name":"佳美7527","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577256940416326","authorIdStr":"3577256940416326"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LCID\">$Lucid Group Inc(LCID)$&nbsp;</a>&nbsp; 优质股票涨到60以上[强]&nbsp; [强]&nbsp; [强]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/LCID\">$Lucid Group Inc(LCID)$&nbsp;</a>&nbsp; 优质股票涨到60以上[强]&nbsp; [强]&nbsp; [强]&nbsp;&nbsp;","text":"$Lucid Group Inc(LCID)$ 优质股票涨到60以上[强] [强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559557353314240","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":552658380216040,"gmtCreate":1775960999336,"gmtModify":1775961739544,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"爱爱爱爱爱爱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090487371938690","authorIdStr":"4090487371938690"},"themes":[],"title":"","htmlText":"川普 下决心吧","listText":"川普 下决心吧","text":"川普 下决心吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/552658380216040","repostId":"1131332634","repostType":2,"repost":{"id":"1131332634","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":1775957795,"share":"https://www.laohu8.com/m/news/1131332634?lang=zh_CN&edition=full","pubTime":"2026-04-12 09:36","market":"us","language":"zh","title":"美伊谈判“无果而终”，代表团先后离开巴基斯坦","url":"https://stock-news.laohu8.com/highlight/detail?id=1131332634","media":"老虎资讯综合","summary":"4月12日，美国副总统万斯召开新闻发布会。万斯表示，在巴基斯坦伊斯兰堡举行的美国与伊朗谈判未能达成协议，双方分歧依然明显。谈判破裂将使当前脆弱停火面临更大不确定性，地区局势及全球能源市场或再度承压。 ( CCTV国际时讯)","content":"<html><head></head><body><p>当地时间4月12日上午，美国副总统万斯在巴基斯坦首都伊斯兰堡塞瑞纳酒店举行新闻发布会。万斯表示，在巴基斯坦伊斯兰堡举行的美国与伊朗谈判未能达成协议，双方分歧依然明显。谈判破裂将使当前脆弱停火面临更大不确定性，地区局势及全球能源市场或再度承压。</p><p>据美国副总统万斯在巴基斯坦首都伊斯兰堡举行的新闻发布会上称，美国与伊朗的谈判未达成协议，他率领的美国谈判代表团将回国。万斯称，美方在谈判中已展现出“相当的灵活与诚意”，并明确列出“可接受与不可接受的条件”，但伊朗方面“选择不接受”。万斯还透露，在约21个小时的谈判过程中，美国代表团与总统特朗普及国家安全团队保持沟通，并已向伊朗提出一套“最终方案”，等待对方回应。</p><p>据伊朗方面当地时间12日凌晨消息，伊美谈判数分钟前结束，由于“美方的贪婪和野心”，双方仍未达成协议。</p><p>据巴基斯坦方面消息，伊朗代表团将于12日离开。总台记者当天稍早时获悉，美国副总统万斯已离开巴基斯坦。</p><p>据伊朗塔斯尼姆通讯社12日报道，伊朗与美国下一轮谈判的时间、地点及计划目前尚未公布。</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>美伊谈判“无果而终”，代表团先后离开巴基斯坦</title>\n<style 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}\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美伊谈判“无果而终”，代表团先后离开巴基斯坦\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\">2026-04-12 09:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>当地时间4月12日上午，美国副总统万斯在巴基斯坦首都伊斯兰堡塞瑞纳酒店举行新闻发布会。万斯表示，在巴基斯坦伊斯兰堡举行的美国与伊朗谈判未能达成协议，双方分歧依然明显。谈判破裂将使当前脆弱停火面临更大不确定性，地区局势及全球能源市场或再度承压。</p><p>据美国副总统万斯在巴基斯坦首都伊斯兰堡举行的新闻发布会上称，美国与伊朗的谈判未达成协议，他率领的美国谈判代表团将回国。万斯称，美方在谈判中已展现出“相当的灵活与诚意”，并明确列出“可接受与不可接受的条件”，但伊朗方面“选择不接受”。万斯还透露，在约21个小时的谈判过程中，美国代表团与总统特朗普及国家安全团队保持沟通，并已向伊朗提出一套“最终方案”，等待对方回应。</p><p>据伊朗方面当地时间12日凌晨消息，伊美谈判数分钟前结束，由于“美方的贪婪和野心”，双方仍未达成协议。</p><p>据巴基斯坦方面消息，伊朗代表团将于12日离开。总台记者当天稍早时获悉，美国副总统万斯已离开巴基斯坦。</p><p>据伊朗塔斯尼姆通讯社12日报道，伊朗与美国下一轮谈判的时间、地点及计划目前尚未公布。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131332634","content_text":"当地时间4月12日上午，美国副总统万斯在巴基斯坦首都伊斯兰堡塞瑞纳酒店举行新闻发布会。万斯表示，在巴基斯坦伊斯兰堡举行的美国与伊朗谈判未能达成协议，双方分歧依然明显。谈判破裂将使当前脆弱停火面临更大不确定性，地区局势及全球能源市场或再度承压。据美国副总统万斯在巴基斯坦首都伊斯兰堡举行的新闻发布会上称，美国与伊朗的谈判未达成协议，他率领的美国谈判代表团将回国。万斯称，美方在谈判中已展现出“相当的灵活与诚意”，并明确列出“可接受与不可接受的条件”，但伊朗方面“选择不接受”。万斯还透露，在约21个小时的谈判过程中，美国代表团与总统特朗普及国家安全团队保持沟通，并已向伊朗提出一套“最终方案”，等待对方回应。据伊朗方面当地时间12日凌晨消息，伊美谈判数分钟前结束，由于“美方的贪婪和野心”，双方仍未达成协议。据巴基斯坦方面消息，伊朗代表团将于12日离开。总台记者当天稍早时获悉，美国副总统万斯已离开巴基斯坦。据伊朗塔斯尼姆通讯社12日报道，伊朗与美国下一轮谈判的时间、地点及计划目前尚未公布。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":533967812007432,"gmtCreate":1771384187171,"gmtModify":1771384189717,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"爱爱爱爱爱爱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090487371938690","authorIdStr":"4090487371938690"},"themes":[],"title":"","htmlText":"段20年前的相貌挺好的","listText":"段20年前的相貌挺好的","text":"段20年前的相貌挺好的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/533967812007432","repostId":"2612049231","repostType":2,"repost":{"id":"2612049231","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":1771379884,"share":"https://www.laohu8.com/m/news/2612049231?lang=zh_CN&edition=full","pubTime":"2026-02-18 09:58","market":"fut","language":"zh","title":"段永平试水“AI交易”：卖苹果加仓英伟达，“新入”CoreWeave、Credo和Tempus","url":"https://stock-news.laohu8.com/highlight/detail?id=2612049231","media":"华尔街见闻","summary":"段永平Q4共增持了六只股票，其中增持幅度最大的是英伟达，增持幅度第二大的股票是伯克希尔哈撒韦；同时，段永平也减持了五只股票，减持幅度最大的是苹果。","content":"<html><head></head><body><blockquote><p>CoreWeave专门搭建高性能GPU集群，把算力租给AI公司和企业客户；如果说GPU是心脏，Credo提供的高速互联芯片和光模块就是血管，跟AI服务器迭代高度绑定；Tempus则致力于将AI应用于精准医疗，尤其是肿瘤领域。</p></blockquote><p style=\"text-align: justify;\"><strong>在大幅减持第一大重仓股苹果的同时，知名投资人段永平在Q4将英伟达仓位狂拉逾11倍，并轻仓“试水”三家极具代表性的AI垂直领域公司。</strong></p><p style=\"text-align: justify;\"><strong>数据显示，段永平Q4共增持了六只股票，其中增持幅度最大的是英伟达，增持幅度第二大的股票是伯克希尔哈撒韦；同时，段永平也减持了五只股票，减持幅度最大的是苹果。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/392545a009bcf09f2c078f8e9d1b3126\" tg-width=\"1024\" tg-height=\"438\"/></p><p style=\"text-align: justify;\">这位曾以重仓网易、茅台、苹果著称的价值投资大佬，正在用真金白银完成对人工智能时代的深度建仓。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4bcdb4f5cee5eaa6c20ba310989a7845\" tg-width=\"1024\" tg-height=\"318\"/></p><h2 id=\"id_790947635\">“狂加”英伟达、“新入”CoreWeave、Credo和Tempus</h2><p style=\"text-align: justify;\"><strong>文件显示，段永平在Q4一口气增持了663.93万股英伟达，持仓数量激增1110.62%</strong>，总持股数达到723.71万股，持仓市值跃升至13.5亿美元，将英伟达直接推升至其组合的第三大重仓股（占比7.72%）。</p><p style=\"text-align: justify;\">在重注“卖水人”英伟达之外，段永平还开仓了三家“新面孔”。虽然合计仓位占比仅约0.28%，但选股逻辑极为老辣，精准覆盖了AI产业链的算力、连接与应用三个关键节点：</p><ul style=\"\"><li><p style=\"text-align: justify;\"><strong>CoreWeave：算力租赁的“包租公”</strong><br/>新进29.99万股。在所有巨头都在争抢GPU的当下，CoreWeave专门搭建高性能GPU集群，把算力租给AI公司和企业客户。这是一家典型的“卖铲子”公司，虽然面临重资产、高折旧的财务压力，但在算力紧缺周期内拥有极强的议价权。</p></li><li><p style=\"text-align: justify;\"><strong>Credo Technology ：数据中心的“高速公路”</strong><br/>新进14.13万股。如果说GPU是心脏，Credo提供的高速互联芯片和光模块就是血管。AI服务器集群对数据传输速度要求极高，段永平此举意在押注数据中心升级带来的确定性增量，这是一种与AI服务器迭代高度绑定的“伴生性投资”。</p></li><li><p style=\"text-align: justify;\"><strong>Tempus AI：AI医疗的“落地实验”</strong><br/>新进11万股。不同于前两者的硬件属性，Tempus致力于将AI应用于精准医疗，尤其是肿瘤领域。这是段永平在AI垂直应用层的尝试。不过，医疗行业监管严、周期长，虽然这代表了AI从“算力”向“生产力”转化的终极方向，但盈利能力仍在验证阶段，更像是一场耐力赛。</p></li></ul><h2 id=\"id_1651169234\">减持苹果，增持伯克希尔</h2><p style=\"text-align: justify;\">在进攻AI的同时，段永平也对传统的“压舱石”进行了显著的再平衡。</p><p style=\"text-align: justify;\">Q4，苹果依然是其头号重仓股，持仓市值高达87.97亿美元，占比50.3%。<strong>然而，Q4期间他减持了247.06万股苹果，减持幅度达7.09%。</strong>这一动作可能源于对单一标的持仓过重的风险控制，也可能是为了腾挪资金加码AI。</p><p style=\"text-align: justify;\">与此同时，作为防御性资产的<strong>伯克希尔B </strong>获得了大幅增持。段永平买入近198.5万股，增持幅度达38.24%，使其稳居第二大重仓股（占比20.63%）。这种“左手科技成长，右手价值防御”的结构，依然是其投资组合的基石。</p><p style=\"text-align: justify;\">此外，段永平还增持了<strong>谷歌、拼多多</strong>，并大幅减持了光刻机巨头<strong>阿斯麦</strong>（减持幅度87.63%），显示出他对不同科技巨头未来增长潜力的判断出现了分化。</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>段永平试水“AI交易”：卖苹果加仓英伟达，“新入”CoreWeave、Credo和Tempus</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段永平试水“AI交易”：卖苹果加仓英伟达，“新入”CoreWeave、Credo和Tempus\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\">2026-02-18 09:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>CoreWeave专门搭建高性能GPU集群，把算力租给AI公司和企业客户；如果说GPU是心脏，Credo提供的高速互联芯片和光模块就是血管，跟AI服务器迭代高度绑定；Tempus则致力于将AI应用于精准医疗，尤其是肿瘤领域。</p></blockquote><p style=\"text-align: justify;\"><strong>在大幅减持第一大重仓股苹果的同时，知名投资人段永平在Q4将英伟达仓位狂拉逾11倍，并轻仓“试水”三家极具代表性的AI垂直领域公司。</strong></p><p style=\"text-align: justify;\"><strong>数据显示，段永平Q4共增持了六只股票，其中增持幅度最大的是英伟达，增持幅度第二大的股票是伯克希尔哈撒韦；同时，段永平也减持了五只股票，减持幅度最大的是苹果。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/392545a009bcf09f2c078f8e9d1b3126\" tg-width=\"1024\" tg-height=\"438\"/></p><p style=\"text-align: justify;\">这位曾以重仓网易、茅台、苹果著称的价值投资大佬，正在用真金白银完成对人工智能时代的深度建仓。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4bcdb4f5cee5eaa6c20ba310989a7845\" tg-width=\"1024\" tg-height=\"318\"/></p><h2 id=\"id_790947635\">“狂加”英伟达、“新入”CoreWeave、Credo和Tempus</h2><p style=\"text-align: justify;\"><strong>文件显示，段永平在Q4一口气增持了663.93万股英伟达，持仓数量激增1110.62%</strong>，总持股数达到723.71万股，持仓市值跃升至13.5亿美元，将英伟达直接推升至其组合的第三大重仓股（占比7.72%）。</p><p style=\"text-align: justify;\">在重注“卖水人”英伟达之外，段永平还开仓了三家“新面孔”。虽然合计仓位占比仅约0.28%，但选股逻辑极为老辣，精准覆盖了AI产业链的算力、连接与应用三个关键节点：</p><ul style=\"\"><li><p style=\"text-align: justify;\"><strong>CoreWeave：算力租赁的“包租公”</strong><br/>新进29.99万股。在所有巨头都在争抢GPU的当下，CoreWeave专门搭建高性能GPU集群，把算力租给AI公司和企业客户。这是一家典型的“卖铲子”公司，虽然面临重资产、高折旧的财务压力，但在算力紧缺周期内拥有极强的议价权。</p></li><li><p style=\"text-align: justify;\"><strong>Credo Technology ：数据中心的“高速公路”</strong><br/>新进14.13万股。如果说GPU是心脏，Credo提供的高速互联芯片和光模块就是血管。AI服务器集群对数据传输速度要求极高，段永平此举意在押注数据中心升级带来的确定性增量，这是一种与AI服务器迭代高度绑定的“伴生性投资”。</p></li><li><p style=\"text-align: justify;\"><strong>Tempus AI：AI医疗的“落地实验”</strong><br/>新进11万股。不同于前两者的硬件属性，Tempus致力于将AI应用于精准医疗，尤其是肿瘤领域。这是段永平在AI垂直应用层的尝试。不过，医疗行业监管严、周期长，虽然这代表了AI从“算力”向“生产力”转化的终极方向，但盈利能力仍在验证阶段，更像是一场耐力赛。</p></li></ul><h2 id=\"id_1651169234\">减持苹果，增持伯克希尔</h2><p style=\"text-align: justify;\">在进攻AI的同时，段永平也对传统的“压舱石”进行了显著的再平衡。</p><p style=\"text-align: justify;\">Q4，苹果依然是其头号重仓股，持仓市值高达87.97亿美元，占比50.3%。<strong>然而，Q4期间他减持了247.06万股苹果，减持幅度达7.09%。</strong>这一动作可能源于对单一标的持仓过重的风险控制，也可能是为了腾挪资金加码AI。</p><p style=\"text-align: justify;\">与此同时，作为防御性资产的<strong>伯克希尔B </strong>获得了大幅增持。段永平买入近198.5万股，增持幅度达38.24%，使其稳居第二大重仓股（占比20.63%）。这种“左手科技成长，右手价值防御”的结构，依然是其投资组合的基石。</p><p style=\"text-align: justify;\">此外，段永平还增持了<strong>谷歌、拼多多</strong>，并大幅减持了光刻机巨头<strong>阿斯麦</strong>（减持幅度87.63%），显示出他对不同科技巨头未来增长潜力的判断出现了分化。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6f8fa40fbf2bafa712e6587729f3ea91","relate_stocks":{"AAPD":"1倍做空AAPL ETF-Direxion","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" 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：数据中心的“高速公路”新进14.13万股。如果说GPU是心脏，Credo提供的高速互联芯片和光模块就是血管。AI服务器集群对数据传输速度要求极高，段永平此举意在押注数据中心升级带来的确定性增量，这是一种与AI服务器迭代高度绑定的“伴生性投资”。Tempus AI：AI医疗的“落地实验”新进11万股。不同于前两者的硬件属性，Tempus致力于将AI应用于精准医疗，尤其是肿瘤领域。这是段永平在AI垂直应用层的尝试。不过，医疗行业监管严、周期长，虽然这代表了AI从“算力”向“生产力”转化的终极方向，但盈利能力仍在验证阶段，更像是一场耐力赛。减持苹果，增持伯克希尔在进攻AI的同时，段永平也对传统的“压舱石”进行了显著的再平衡。Q4，苹果依然是其头号重仓股，持仓市值高达87.97亿美元，占比50.3%。然而，Q4期间他减持了247.06万股苹果，减持幅度达7.09%。这一动作可能源于对单一标的持仓过重的风险控制，也可能是为了腾挪资金加码AI。与此同时，作为防御性资产的伯克希尔B 获得了大幅增持。段永平买入近198.5万股，增持幅度达38.24%，使其稳居第二大重仓股（占比20.63%）。这种“左手科技成长，右手价值防御”的结构，依然是其投资组合的基石。此外，段永平还增持了谷歌、拼多多，并大幅减持了光刻机巨头阿斯麦（减持幅度87.63%），显示出他对不同科技巨头未来增长潜力的判断出现了分化。","news_type":1,"symbols_score_info":{"AAPB":0.6,"NVDA":1.95,"NVD":0.6,"NVDU":0.6,"NVDX":0.6,"NVDD":0.6,"3NVD.UK":0.6,"NVDQ":0.6,"NVII":0.6,"AAPY":0.6,"NVDS":0.6,"AAPW":0.6,"CORD":0.6,"CRWG":0.6,"AAPU":0.6,"AAPL":1.91,"NVDY":0.6,"NVIW.SI":0.6,"CRWD":1.87,"CRWU":0.6,"NVDW":0.6,"CWVX":0.6,"DIPS":0.6,"NVD3.UK":0.6,"NVDS.UK":0.6,"NVD2.UK":0.6,"APLY":0.6,"MACW.SI":0.6,"2NVD.UK":0.6,"NVDG":0.6,"AAPX":0.6,"AAPD":0.6,"SNVD.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":1136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":533946027958480,"gmtCreate":1771378887400,"gmtModify":1771379354300,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"爱爱爱爱爱爱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090487371938690","authorIdStr":"4090487371938690"},"themes":[],"title":"","htmlText":"买，然后放消息，然后吹牛逼","listText":"买，然后放消息，然后吹牛逼","text":"买，然后放消息，然后吹牛逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/533946027958480","repostId":"2612496724","repostType":2,"repost":{"id":"2612496724","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":1771367111,"share":"https://www.laohu8.com/m/news/2612496724?lang=zh_CN&edition=full","pubTime":"2026-02-18 06:25","market":"hk","language":"zh","title":"巴菲特“收山之作”：Q4再抛苹果美银，猛砍亚马逊，首次新进纽约时报","url":"https://stock-news.laohu8.com/highlight/detail?id=2612496724","media":"华尔街见闻","summary":"伯克希尔Q4连续第三季抛苹果，苹果持仓市值减少28亿美元，仍是头号重仓股，美银持仓一年半来减持50%，仍是第三代重仓股；亚马逊持股环比减少230万股、降幅77%；新进纽约时报超过506万股，市值3.52亿美元。该报盘后一度涨超10%。更新中","content":"<html><head></head><body><blockquote><p>伯克希尔连续三季抛苹果，Q4苹果持仓市值减少28亿美元，仍是头号重仓股；美银持股一年半来减少50%，仍是第三大重仓股；亚马逊持股环比减少230万股、降幅77%；新进纽约时报超过506万股，市值3.52亿美元；增持雪佛龙12.3亿美元、安达保险持股数增逾9%。</p></blockquote><p style=\"text-align: justify;\">伯克希尔·哈撒韦公司在“股神”巴菲特卸任CEO前最后一个季度继续调整科技巨头持仓，减持多只重仓股的同时，首次建仓传统媒体纽约时报。</p><p style=\"text-align: justify;\">美东时间2月17日周二美股盘后，递交美国证监会（SEC）的13F文件披露，伯克希尔2025年第四季度大幅削减所持亚马逊股份（AMZN）超过77%，并且连续第三个季度减持苹果（AAPL）。伯克希尔还继续抛售美国银行（BAC），对该行的持股比例降至略低于7%。</p><p style=\"text-align: justify;\">纽约时报（NYT）是伯克希尔四季度唯一新进的个股，当季建仓超过506万股，市值约3.52亿美元。</p><p style=\"text-align: justify;\">本周二公布的是巴菲特执掌伯克希尔60年的最后一份13F持仓报告，巴菲特的继任者Greg Abel已于2026年1月1日正式接任CEO。伯克希尔将于2月28日公布全年业绩，届时将发布Abel作为CEO的首封致股东信。</p><h2 id=\"55c41946\">持续减持苹果与美银</h2><p style=\"text-align: justify;\">据13F文件，伯克希尔四季度抛售苹果超过1029万股，持股数环比三季度减少4.3%，季末苹果持仓市值环比减少约28亿美元，持仓在伯克希尔投资组合中的占比从三季度的22.69%降至22.60%。</p><p style=\"text-align: justify;\">以环比减少的市值看，苹果是伯克希尔四季度减持最多的个股，但减持股份还不及前一季。三季度伯克希尔减持苹果约4179万股，持股数环比减少逾14.9%。</p><p style=\"text-align: justify;\">尽管持续减持，到四季度末，苹果仍是伯克希尔的头号重仓股。</p><p style=\"text-align: justify;\">美国银行是又一持续被伯克希尔减持的重仓股。四季度伯克希尔卖出将近5080万股美银，持股数环比减少8.9%，持仓占比降至6.89%。</p><p style=\"text-align: justify;\">到四季度末，美银仍是伯克希尔的第三大重仓股。但伯克希尔的美银持股已经从2024年中的10.3亿股降至5.17亿股，相当于过去一年半来，该行已被减持约50%。</p><h2 id=\"cd3cd5ca\">亚马逊持股猛降77%</h2><p style=\"text-align: justify;\">按持仓占比变动计算，亚马逊是伯克希尔四季度减持幅度最大的个股。</p><p style=\"text-align: justify;\">13F文件显示，四季度亚马逊在伯克希尔投资组合中的占比从三季度的0.82%骤降至0.19%，环比降幅达0.63个百分点，持股数量减少至约230万股，环比下降逾77.2%。</p><p style=\"text-align: justify;\">伯克希尔于2019年首次买入亚马逊。巴菲特当时表示，虽然他历来对科技股持谨慎态度，但没有更早买入这家在线零售巨头的股票是“愚蠢的”。</p><p style=\"text-align: justify;\">亚马逊股价进入2026年以来已累跌约11%，遭遇20年来最大同期跌幅。本周二，亚马逊刚刚结束连跌九个交易日的2006年以来最长连跌日。</p><p style=\"text-align: justify;\">截至上周五的九个交易日内，亚马逊市值合计蒸发超4500亿美元，体现了投资者对亚马逊庞大AI相关支出合理性的质疑。亚马逊本月5日公布四季度财报时透露，计划2026年资本支出2000亿美元，年度投入规模超过其他任一科技巨头。</p><h2 id=\"bba77103\">建仓纽约时报</h2><p style=\"text-align: justify;\">纽约时报是伯克希尔四季度唯一新建仓的个股。当季伯克希尔买入506.7万股，市值超过3.52亿美元，持有纽约时报约3.1%的股份，持仓在伯克希尔投资组合中位列第30位，占比0.13%。</p><p style=\"text-align: justify;\">伯克希尔曾长期持有媒体股资产，但在2020年以1.4亿美元将旗下报纸业务出售给Lee Enterprises。巴菲特曾担任华盛顿邮报最大外部股东和董事会成员。</p><p style=\"text-align: justify;\">纽约时报股价近期表现强劲，今年以来上涨6%，目前接近历史高点74.59美元，过去12个月累计涨幅达50%。</p><h2 id=\"d7874ebc\">增持雪佛龙和安达保险</h2><p style=\"text-align: justify;\">伯克希尔四季度较大幅增持了石油巨头雪佛龙（CVX）和瑞士安达保险（Chubb）。</p><p style=\"text-align: justify;\">其中，伯克希尔增持安达保险（CB）将近292万股，持股数环比增长9.3%，持股在投资组合中占比从三季度的3.31%升至3.90%，环比提高0.59个百分点。以持仓占比升幅看，安达保险是四季度增持最多的个股。</p><p style=\"text-align: justify;\">四季度伯克希尔买入雪佛龙逾809万股，持股数环比增长6.6%，持股占比环比增加0.15个百分点至7.24%，市值则环比增加约12.3亿美元。以持仓市值的增幅看，雪佛龙则是四季度增持之最。</p><p style=\"text-align: justify;\">伯克希尔四季度还增持了36.8万股达美乐披萨（DPZ），持股数环比增长12.3%，持仓增至约14亿美元，排在第20位。</p><p style=\"text-align: justify;\">伯克希尔对另一必需消费品类股卡夫亨氏的持仓四季度保持不变。</p><p style=\"text-align: justify;\">Abel近期表示，他支持卡夫亨氏暂停拆分调味品和食品杂货业务的决定。卡夫亨氏在1月的监管文件中披露，最大股东伯克希尔可能出售其持有的近全部3.256亿股。巴菲特去年曾对华尔街日报表示，伯克希尔不支持该拆分计划。</p><p style=\"text-align: justify;\">根据SEC规定，管理至少1亿美元美国股票的机构投资者必须在每个季度结束后45天内提交13F文件。尽管这些文件提供的是过时的持仓信息，但伯克希尔的披露仍被市场参与者广泛解读，以寻求对该公司投资决策的洞察。</p><h2 id=\"id_507732878\">十大重仓股仍是“老面孔”</h2><p style=\"text-align: justify;\">到四季度末，以持仓市值计，伯克希尔的十大重仓股都是前一季的“老面孔”，排名大多和三季度相同，只有穆迪和西方石油的排名对换。</p><p style=\"text-align: justify;\">和三季度一样，四季度这些重仓股之中也只有四只被调整持仓，分别是苹果、美国运通被减持，雪佛龙、安达保险被增持。</p><p style=\"text-align: justify;\">三季度首次跻身前十的谷歌母公司Alphabet依然排在第十位。三季度被Alphabet挤出前十的肾脏透析服务商德维特（DVA）四季度仍位列第11。</p><p style=\"text-align: justify;\">四季度伯克希尔的十大重仓股分别是：</p><ul style=\"\"><li><p>苹果（AAPL）</p></li><li><p>美国运通（AXP）</p></li><li><p>美银（BAC）</p></li><li><p>可口可乐（KO）</p></li><li><p>雪佛龙（CVX）</p></li><li><p>穆迪（MCO），排名从第七升至第六。</p></li><li><p>西方石油（OXY），排名从第六降至第七。</p></li><li><p>瑞士安达保险（Chubb）（CB）。</p></li><li><p>卡夫亨氏（KHC）。</p></li><li><p>Alphabet（GOOGL）</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/afc19aa8909429c6e0e54a471a917e7c\" tg-width=\"1643\" tg-height=\"648\"/></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>巴菲特“收山之作”：Q4再抛苹果美银，猛砍亚马逊，首次新进纽约时报</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巴菲特“收山之作”：Q4再抛苹果美银，猛砍亚马逊，首次新进纽约时报\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\">2026-02-18 06:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>伯克希尔连续三季抛苹果，Q4苹果持仓市值减少28亿美元，仍是头号重仓股；美银持股一年半来减少50%，仍是第三大重仓股；亚马逊持股环比减少230万股、降幅77%；新进纽约时报超过506万股，市值3.52亿美元；增持雪佛龙12.3亿美元、安达保险持股数增逾9%。</p></blockquote><p style=\"text-align: justify;\">伯克希尔·哈撒韦公司在“股神”巴菲特卸任CEO前最后一个季度继续调整科技巨头持仓，减持多只重仓股的同时，首次建仓传统媒体纽约时报。</p><p style=\"text-align: justify;\">美东时间2月17日周二美股盘后，递交美国证监会（SEC）的13F文件披露，伯克希尔2025年第四季度大幅削减所持亚马逊股份（AMZN）超过77%，并且连续第三个季度减持苹果（AAPL）。伯克希尔还继续抛售美国银行（BAC），对该行的持股比例降至略低于7%。</p><p style=\"text-align: justify;\">纽约时报（NYT）是伯克希尔四季度唯一新进的个股，当季建仓超过506万股，市值约3.52亿美元。</p><p style=\"text-align: justify;\">本周二公布的是巴菲特执掌伯克希尔60年的最后一份13F持仓报告，巴菲特的继任者Greg Abel已于2026年1月1日正式接任CEO。伯克希尔将于2月28日公布全年业绩，届时将发布Abel作为CEO的首封致股东信。</p><h2 id=\"55c41946\">持续减持苹果与美银</h2><p style=\"text-align: justify;\">据13F文件，伯克希尔四季度抛售苹果超过1029万股，持股数环比三季度减少4.3%，季末苹果持仓市值环比减少约28亿美元，持仓在伯克希尔投资组合中的占比从三季度的22.69%降至22.60%。</p><p style=\"text-align: justify;\">以环比减少的市值看，苹果是伯克希尔四季度减持最多的个股，但减持股份还不及前一季。三季度伯克希尔减持苹果约4179万股，持股数环比减少逾14.9%。</p><p style=\"text-align: justify;\">尽管持续减持，到四季度末，苹果仍是伯克希尔的头号重仓股。</p><p style=\"text-align: justify;\">美国银行是又一持续被伯克希尔减持的重仓股。四季度伯克希尔卖出将近5080万股美银，持股数环比减少8.9%，持仓占比降至6.89%。</p><p style=\"text-align: justify;\">到四季度末，美银仍是伯克希尔的第三大重仓股。但伯克希尔的美银持股已经从2024年中的10.3亿股降至5.17亿股，相当于过去一年半来，该行已被减持约50%。</p><h2 id=\"cd3cd5ca\">亚马逊持股猛降77%</h2><p style=\"text-align: justify;\">按持仓占比变动计算，亚马逊是伯克希尔四季度减持幅度最大的个股。</p><p style=\"text-align: justify;\">13F文件显示，四季度亚马逊在伯克希尔投资组合中的占比从三季度的0.82%骤降至0.19%，环比降幅达0.63个百分点，持股数量减少至约230万股，环比下降逾77.2%。</p><p style=\"text-align: justify;\">伯克希尔于2019年首次买入亚马逊。巴菲特当时表示，虽然他历来对科技股持谨慎态度，但没有更早买入这家在线零售巨头的股票是“愚蠢的”。</p><p style=\"text-align: justify;\">亚马逊股价进入2026年以来已累跌约11%，遭遇20年来最大同期跌幅。本周二，亚马逊刚刚结束连跌九个交易日的2006年以来最长连跌日。</p><p style=\"text-align: justify;\">截至上周五的九个交易日内，亚马逊市值合计蒸发超4500亿美元，体现了投资者对亚马逊庞大AI相关支出合理性的质疑。亚马逊本月5日公布四季度财报时透露，计划2026年资本支出2000亿美元，年度投入规模超过其他任一科技巨头。</p><h2 id=\"bba77103\">建仓纽约时报</h2><p style=\"text-align: justify;\">纽约时报是伯克希尔四季度唯一新建仓的个股。当季伯克希尔买入506.7万股，市值超过3.52亿美元，持有纽约时报约3.1%的股份，持仓在伯克希尔投资组合中位列第30位，占比0.13%。</p><p style=\"text-align: justify;\">伯克希尔曾长期持有媒体股资产，但在2020年以1.4亿美元将旗下报纸业务出售给Lee Enterprises。巴菲特曾担任华盛顿邮报最大外部股东和董事会成员。</p><p style=\"text-align: justify;\">纽约时报股价近期表现强劲，今年以来上涨6%，目前接近历史高点74.59美元，过去12个月累计涨幅达50%。</p><h2 id=\"d7874ebc\">增持雪佛龙和安达保险</h2><p style=\"text-align: justify;\">伯克希尔四季度较大幅增持了石油巨头雪佛龙（CVX）和瑞士安达保险（Chubb）。</p><p style=\"text-align: justify;\">其中，伯克希尔增持安达保险（CB）将近292万股，持股数环比增长9.3%，持股在投资组合中占比从三季度的3.31%升至3.90%，环比提高0.59个百分点。以持仓占比升幅看，安达保险是四季度增持最多的个股。</p><p style=\"text-align: justify;\">四季度伯克希尔买入雪佛龙逾809万股，持股数环比增长6.6%，持股占比环比增加0.15个百分点至7.24%，市值则环比增加约12.3亿美元。以持仓市值的增幅看，雪佛龙则是四季度增持之最。</p><p style=\"text-align: justify;\">伯克希尔四季度还增持了36.8万股达美乐披萨（DPZ），持股数环比增长12.3%，持仓增至约14亿美元，排在第20位。</p><p style=\"text-align: justify;\">伯克希尔对另一必需消费品类股卡夫亨氏的持仓四季度保持不变。</p><p style=\"text-align: justify;\">Abel近期表示，他支持卡夫亨氏暂停拆分调味品和食品杂货业务的决定。卡夫亨氏在1月的监管文件中披露，最大股东伯克希尔可能出售其持有的近全部3.256亿股。巴菲特去年曾对华尔街日报表示，伯克希尔不支持该拆分计划。</p><p style=\"text-align: justify;\">根据SEC规定，管理至少1亿美元美国股票的机构投资者必须在每个季度结束后45天内提交13F文件。尽管这些文件提供的是过时的持仓信息，但伯克希尔的披露仍被市场参与者广泛解读，以寻求对该公司投资决策的洞察。</p><h2 id=\"id_507732878\">十大重仓股仍是“老面孔”</h2><p style=\"text-align: justify;\">到四季度末，以持仓市值计，伯克希尔的十大重仓股都是前一季的“老面孔”，排名大多和三季度相同，只有穆迪和西方石油的排名对换。</p><p style=\"text-align: justify;\">和三季度一样，四季度这些重仓股之中也只有四只被调整持仓，分别是苹果、美国运通被减持，雪佛龙、安达保险被增持。</p><p style=\"text-align: justify;\">三季度首次跻身前十的谷歌母公司Alphabet依然排在第十位。三季度被Alphabet挤出前十的肾脏透析服务商德维特（DVA）四季度仍位列第11。</p><p style=\"text-align: justify;\">四季度伯克希尔的十大重仓股分别是：</p><ul style=\"\"><li><p>苹果（AAPL）</p></li><li><p>美国运通（AXP）</p></li><li><p>美银（BAC）</p></li><li><p>可口可乐（KO）</p></li><li><p>雪佛龙（CVX）</p></li><li><p>穆迪（MCO），排名从第七升至第六。</p></li><li><p>西方石油（OXY），排名从第六降至第七。</p></li><li><p>瑞士安达保险（Chubb）（CB）。</p></li><li><p>卡夫亨氏（KHC）。</p></li><li><p>Alphabet（GOOGL）</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/afc19aa8909429c6e0e54a471a917e7c\" tg-width=\"1643\" tg-height=\"648\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9beffeecb928009bf6287e307899ffe3","relate_stocks":{"SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","AAPL":"苹果","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) 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Abel已于2026年1月1日正式接任CEO。伯克希尔将于2月28日公布全年业绩，届时将发布Abel作为CEO的首封致股东信。持续减持苹果与美银据13F文件，伯克希尔四季度抛售苹果超过1029万股，持股数环比三季度减少4.3%，季末苹果持仓市值环比减少约28亿美元，持仓在伯克希尔投资组合中的占比从三季度的22.69%降至22.60%。以环比减少的市值看，苹果是伯克希尔四季度减持最多的个股，但减持股份还不及前一季。三季度伯克希尔减持苹果约4179万股，持股数环比减少逾14.9%。尽管持续减持，到四季度末，苹果仍是伯克希尔的头号重仓股。美国银行是又一持续被伯克希尔减持的重仓股。四季度伯克希尔卖出将近5080万股美银，持股数环比减少8.9%，持仓占比降至6.89%。到四季度末，美银仍是伯克希尔的第三大重仓股。但伯克希尔的美银持股已经从2024年中的10.3亿股降至5.17亿股，相当于过去一年半来，该行已被减持约50%。亚马逊持股猛降77%按持仓占比变动计算，亚马逊是伯克希尔四季度减持幅度最大的个股。13F文件显示，四季度亚马逊在伯克希尔投资组合中的占比从三季度的0.82%骤降至0.19%，环比降幅达0.63个百分点，持股数量减少至约230万股，环比下降逾77.2%。伯克希尔于2019年首次买入亚马逊。巴菲特当时表示，虽然他历来对科技股持谨慎态度，但没有更早买入这家在线零售巨头的股票是“愚蠢的”。亚马逊股价进入2026年以来已累跌约11%，遭遇20年来最大同期跌幅。本周二，亚马逊刚刚结束连跌九个交易日的2006年以来最长连跌日。截至上周五的九个交易日内，亚马逊市值合计蒸发超4500亿美元，体现了投资者对亚马逊庞大AI相关支出合理性的质疑。亚马逊本月5日公布四季度财报时透露，计划2026年资本支出2000亿美元，年度投入规模超过其他任一科技巨头。建仓纽约时报纽约时报是伯克希尔四季度唯一新建仓的个股。当季伯克希尔买入506.7万股，市值超过3.52亿美元，持有纽约时报约3.1%的股份，持仓在伯克希尔投资组合中位列第30位，占比0.13%。伯克希尔曾长期持有媒体股资产，但在2020年以1.4亿美元将旗下报纸业务出售给Lee Enterprises。巴菲特曾担任华盛顿邮报最大外部股东和董事会成员。纽约时报股价近期表现强劲，今年以来上涨6%，目前接近历史高点74.59美元，过去12个月累计涨幅达50%。增持雪佛龙和安达保险伯克希尔四季度较大幅增持了石油巨头雪佛龙（CVX）和瑞士安达保险（Chubb）。其中，伯克希尔增持安达保险（CB）将近292万股，持股数环比增长9.3%，持股在投资组合中占比从三季度的3.31%升至3.90%，环比提高0.59个百分点。以持仓占比升幅看，安达保险是四季度增持最多的个股。四季度伯克希尔买入雪佛龙逾809万股，持股数环比增长6.6%，持股占比环比增加0.15个百分点至7.24%，市值则环比增加约12.3亿美元。以持仓市值的增幅看，雪佛龙则是四季度增持之最。伯克希尔四季度还增持了36.8万股达美乐披萨（DPZ），持股数环比增长12.3%，持仓增至约14亿美元，排在第20位。伯克希尔对另一必需消费品类股卡夫亨氏的持仓四季度保持不变。Abel近期表示，他支持卡夫亨氏暂停拆分调味品和食品杂货业务的决定。卡夫亨氏在1月的监管文件中披露，最大股东伯克希尔可能出售其持有的近全部3.256亿股。巴菲特去年曾对华尔街日报表示，伯克希尔不支持该拆分计划。根据SEC规定，管理至少1亿美元美国股票的机构投资者必须在每个季度结束后45天内提交13F文件。尽管这些文件提供的是过时的持仓信息，但伯克希尔的披露仍被市场参与者广泛解读，以寻求对该公司投资决策的洞察。十大重仓股仍是“老面孔”到四季度末，以持仓市值计，伯克希尔的十大重仓股都是前一季的“老面孔”，排名大多和三季度相同，只有穆迪和西方石油的排名对换。和三季度一样，四季度这些重仓股之中也只有四只被调整持仓，分别是苹果、美国运通被减持，雪佛龙、安达保险被增持。三季度首次跻身前十的谷歌母公司Alphabet依然排在第十位。三季度被Alphabet挤出前十的肾脏透析服务商德维特（DVA）四季度仍位列第11。四季度伯克希尔的十大重仓股分别是：苹果（AAPL）美国运通（AXP）美银（BAC）可口可乐（KO）雪佛龙（CVX）穆迪（MCO），排名从第七升至第六。西方石油（OXY），排名从第六降至第七。瑞士安达保险（Chubb）（CB）。卡夫亨氏（KHC）。Alphabet（GOOGL）","news_type":1,"symbols_score_info":{"AAPL":2,"AMZN":2,"NYT":2}},"isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512772550583224,"gmtCreate":1766215650897,"gmtModify":1766220722897,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"爱爱爱爱爱爱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090487371938690","authorIdStr":"4090487371938690"},"themes":[],"title":"","htmlText":"比高启盛还不要脸","listText":"比高启盛还不要脸","text":"比高启盛还不要脸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/512772550583224","repostId":"2592116411","repostType":4,"repost":{"id":"2592116411","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":1766201319,"share":"https://www.laohu8.com/m/news/2592116411?lang=zh_CN&edition=full","pubTime":"2025-12-20 11:28","market":"sg","language":"zh","title":"高盛2026年全球股市展望：更广泛的牛市，更宽泛的AI受益者","url":"https://stock-news.laohu8.com/highlight/detail?id=2592116411","media":"华尔街见闻","summary":"高盛预计2026年全球股市牛市延续，市值加权总回报率达15%，主要由盈利增长而非估值扩张驱动。市场呈现拓宽趋势，非美市场表现将优于美股，亚太新兴市场回报率预期达18%。AI红利从核心科技巨头扩散至更广泛行业，尤其是那些能利用AI及相关技术提升利润率和生产力的企业。","content":"<html><head></head><body><blockquote><p>高盛预计2026年全球股市牛市延续，市值加权总回报率达15%，主要由盈利增长而非估值扩张驱动。市场呈现拓宽趋势，非美市场表现将优于美股，亚太新兴市场回报率预期达18%。AI红利从核心科技巨头扩散至更广泛行业，尤其是那些能利用AI及相关技术提升利润率和生产力的企业。</p></blockquote><p><a href=\"https://laohu8.com/S/GS\">高盛</a>称，2026年全球股市将延续牛市行情，但指数回报率将低于2025年，市场将呈现更广泛的多元化特征。AI红利从核心科技巨头向更广泛领域扩散。</p><p>12月20日，据追风交易台消息，高盛在最新发布的2026年全球股票策略展望报告中表示，在持续的经济增长和美联储进一步温和宽松的支撑下，股市仍有上涨空间。</p><p>高盛将当前市场定义为周期中的&#34;乐观&#34;阶段，预计这一阶段将在2026年延续。以市值加权计算，<strong>2026年全球股市价格回报率将达到13%，包含股息后总回报率为15%</strong>。大部分回报将由盈利增长驱动，而非估值扩张。</p><p>报告称，<strong>2025年全球股市已呈现明显的拓宽趋势</strong>，首次出现美股跑输其他主要市场的情况，欧洲、中国和亚洲市场的美元总回报几乎是美国的两倍，<strong>预计这一趋势将在2026年持续强化，非美市场表现将优于美股，</strong>打破此前市场高度集中的格局。</p><p>该行强调，当前科技板块的主导地位并非由AI单一因素驱动，而是始于金融危机后，由持续的盈利增长支撑，且当前估值并未达到历史泡沫水平。2026年，<strong>AI红利将进一步扩散，受益范围从核心科技巨头延伸至更广泛的行业与企业，尤其是那些能利用AI及相关技术提升利润率和生产力的企业。</strong></p><h2 id=\"id_2661155958\">经济扩张与政策宽松支撑牛市延续</h2><p>高盛称，2026年全球经济将维持全面扩张态势，美联储有望进一步适度宽松货币政策，这一宏观环境为股市提供坚实支撑。</p><p>从收益预期来看，该行预计，按区域市值加权计算，2026年全球股市美元计价的价格回报率为13%，含股息回报率达15%，且大部分收益由盈利增长驱动。</p><p>高盛认为，<strong>当前市场正处于股市周期的 “乐观阶段”，这一阶段的典型特征是投资者信心提升，估值往往会进一步上涨，为核心预期带来上行风险，有望推动市场实现超预期表现。</strong></p><p>该行将股市周期分为四个阶段：&#34;绝望&#34;阶段（熊市）、&#34;希望&#34;阶段（估值驱动的反弹）、&#34;增长&#34;阶段（盈利驱动的最长阶段）和&#34;乐观&#34;阶段（投资者信心增强，估值再次上升）。</p><p>以新冠疫情触发的熊市作为当前周期起点，高盛观察到相当典型的周期演进：<strong>2025年是早期乐观阶段的典型例子，许多股市（特别是估值较低的美国以外市场）出现估值上升和盈利增长并存的情况。</strong></p><p>同时，报告指出，历史数据显示，在无衰退的情况下，即便估值处于高位，股市也难以出现大幅回调或熊市。</p><p>美国12个月前瞻市盈率达到22.3倍，即使剔除大型科技股也达到20.2倍。日本、欧洲和新兴市场的估值同样接近或达到历史高点。</p><p>在高估值背景下，高盛<strong>预计2026年的回报更多将由基本面盈利增长而非估值扩张驱动</strong>。该行的盈利模型显示：</p><blockquote><p>2026年所有地区将实现持续正增长，增速超过2025年。<a href=\"https://laohu8.com/S/161125\">标普500</a>预计盈利增长12%，STOXX 600增长5%，日本TOPIX增长9%，<a href=\"https://laohu8.com/S/002540\">亚太</a>（除日本）增长16%。</p></blockquote><h2 id=\"id_2718064074\">牛市拓宽，非美与非科技板块崛起</h2><p>报告称，2025年全球股市已呈现明显的拓宽趋势，这一趋势将在2026年持续强化，打破此前市场高度集中的格局。</p><p>高盛表示，2025年近十五年来首次出现美股表现不佳的情况，欧洲、中国、亚洲等主要市场的总回报率（美元计价）几乎是美股的两倍。</p><blockquote><p>意大利（54%）、西班牙（73%）、韩国（71%）等特定市场表现尤为突出，新兴市场在盈利增长提速、美国利率下降及美元走弱的双重利好下，开始显著上涨。</p></blockquote><p>高盛预测，<strong>2026年美股仍将小幅跑输全球其他市场，MSCI<a href=\"https://laohu8.com/S/002284\">亚太</a>（除日本）指数和MSCI新兴市场指数的美元计价总回报率均有望达到18%，远超标普500指数15%的预期。</strong></p><p><strong>风格方面，</strong>美国市场仍以成长股为主导，但在非美市场，价值股表现更优，打破了过去十年成长股一统天下的格局。</p><p>高盛表示，金融、矿业等传统价值板块成功从“价值陷阱”转型为“价值创造者”，而科技资本支出的扩大也为“旧经济”中的基础设施相关领域带来了新的增长机遇。</p><p><strong>行业方面，</strong>收益拓宽趋势同样明显。2025年科技与金融（分别属于成长和价值板块）成为领涨行业，而房地产和医疗保健（分别属于周期和防御板块）则表现滞后，反映出成长与价值板块内部均有优质标的脱颖而出。</p><p>标普500指数中，前七大科技巨头的盈利贡献占比将从2025年的50%降至2026年的46%，其余493家公司的盈利增速将从7%提升至9%，行业集中度进一步下降。</p><h2 id=\"id_2155885943\">AI红利：从核心巨头到广泛受益者的扩散</h2><p>2026年，AI红利将进一步扩散，受益范围从核心科技巨头延伸至更广泛的行业与企业。</p><p>高盛强调，当前的科技股狂热并非破裂前的泡沫。与2000年互联网泡沫时期相比，当前的科技巨头拥有更强的资产负债表和实打实的现金流。</p><p>然而，2025年初由DeepSeek引发的市场波动警示了投资者：<strong>AI竞争正在加剧，且成本结构正在变化。</strong></p><p>高盛观察到，五大AI超大规模计算商（Hyperscalers）之间的股票相关性已从80%暴跌至20%。这表明投资者不再盲目买入整个板块，而是开始挑剔谁是最终赢家。</p><p>高盛认为，<strong>这种分化意味着，即便是在科技板块内部，多元化配置也能带来更优的风险调整后收益。</strong></p><p>报告指出，2026年，投资者将越来越关注科技行业之外的AI受益者，尤其是那些能利用AI及相关技术提升利润率和生产力的企业。</p><blockquote><p>科技资本支出的溢出效应将持续显现，推动工业、材料、金融等非科技板块中的相关企业实现增长，形成“AI+行业”的跨界增长浪潮，进一步拓宽牛市的行业覆盖面。</p></blockquote></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>高盛2026年全球股市展望：更广泛的牛市，更宽泛的AI受益者</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高盛2026年全球股市展望：更广泛的牛市，更宽泛的AI受益者\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\">2025-12-20 11:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>高盛预计2026年全球股市牛市延续，市值加权总回报率达15%，主要由盈利增长而非估值扩张驱动。市场呈现拓宽趋势，非美市场表现将优于美股，亚太新兴市场回报率预期达18%。AI红利从核心科技巨头扩散至更广泛行业，尤其是那些能利用AI及相关技术提升利润率和生产力的企业。</p></blockquote><p><a href=\"https://laohu8.com/S/GS\">高盛</a>称，2026年全球股市将延续牛市行情，但指数回报率将低于2025年，市场将呈现更广泛的多元化特征。AI红利从核心科技巨头向更广泛领域扩散。</p><p>12月20日，据追风交易台消息，高盛在最新发布的2026年全球股票策略展望报告中表示，在持续的经济增长和美联储进一步温和宽松的支撑下，股市仍有上涨空间。</p><p>高盛将当前市场定义为周期中的&#34;乐观&#34;阶段，预计这一阶段将在2026年延续。以市值加权计算，<strong>2026年全球股市价格回报率将达到13%，包含股息后总回报率为15%</strong>。大部分回报将由盈利增长驱动，而非估值扩张。</p><p>报告称，<strong>2025年全球股市已呈现明显的拓宽趋势</strong>，首次出现美股跑输其他主要市场的情况，欧洲、中国和亚洲市场的美元总回报几乎是美国的两倍，<strong>预计这一趋势将在2026年持续强化，非美市场表现将优于美股，</strong>打破此前市场高度集中的格局。</p><p>该行强调，当前科技板块的主导地位并非由AI单一因素驱动，而是始于金融危机后，由持续的盈利增长支撑，且当前估值并未达到历史泡沫水平。2026年，<strong>AI红利将进一步扩散，受益范围从核心科技巨头延伸至更广泛的行业与企业，尤其是那些能利用AI及相关技术提升利润率和生产力的企业。</strong></p><h2 id=\"id_2661155958\">经济扩张与政策宽松支撑牛市延续</h2><p>高盛称，2026年全球经济将维持全面扩张态势，美联储有望进一步适度宽松货币政策，这一宏观环境为股市提供坚实支撑。</p><p>从收益预期来看，该行预计，按区域市值加权计算，2026年全球股市美元计价的价格回报率为13%，含股息回报率达15%，且大部分收益由盈利增长驱动。</p><p>高盛认为，<strong>当前市场正处于股市周期的 “乐观阶段”，这一阶段的典型特征是投资者信心提升，估值往往会进一步上涨，为核心预期带来上行风险，有望推动市场实现超预期表现。</strong></p><p>该行将股市周期分为四个阶段：&#34;绝望&#34;阶段（熊市）、&#34;希望&#34;阶段（估值驱动的反弹）、&#34;增长&#34;阶段（盈利驱动的最长阶段）和&#34;乐观&#34;阶段（投资者信心增强，估值再次上升）。</p><p>以新冠疫情触发的熊市作为当前周期起点，高盛观察到相当典型的周期演进：<strong>2025年是早期乐观阶段的典型例子，许多股市（特别是估值较低的美国以外市场）出现估值上升和盈利增长并存的情况。</strong></p><p>同时，报告指出，历史数据显示，在无衰退的情况下，即便估值处于高位，股市也难以出现大幅回调或熊市。</p><p>美国12个月前瞻市盈率达到22.3倍，即使剔除大型科技股也达到20.2倍。日本、欧洲和新兴市场的估值同样接近或达到历史高点。</p><p>在高估值背景下，高盛<strong>预计2026年的回报更多将由基本面盈利增长而非估值扩张驱动</strong>。该行的盈利模型显示：</p><blockquote><p>2026年所有地区将实现持续正增长，增速超过2025年。<a href=\"https://laohu8.com/S/161125\">标普500</a>预计盈利增长12%，STOXX 600增长5%，日本TOPIX增长9%，<a href=\"https://laohu8.com/S/002540\">亚太</a>（除日本）增长16%。</p></blockquote><h2 id=\"id_2718064074\">牛市拓宽，非美与非科技板块崛起</h2><p>报告称，2025年全球股市已呈现明显的拓宽趋势，这一趋势将在2026年持续强化，打破此前市场高度集中的格局。</p><p>高盛表示，2025年近十五年来首次出现美股表现不佳的情况，欧洲、中国、亚洲等主要市场的总回报率（美元计价）几乎是美股的两倍。</p><blockquote><p>意大利（54%）、西班牙（73%）、韩国（71%）等特定市场表现尤为突出，新兴市场在盈利增长提速、美国利率下降及美元走弱的双重利好下，开始显著上涨。</p></blockquote><p>高盛预测，<strong>2026年美股仍将小幅跑输全球其他市场，MSCI<a href=\"https://laohu8.com/S/002284\">亚太</a>（除日本）指数和MSCI新兴市场指数的美元计价总回报率均有望达到18%，远超标普500指数15%的预期。</strong></p><p><strong>风格方面，</strong>美国市场仍以成长股为主导，但在非美市场，价值股表现更优，打破了过去十年成长股一统天下的格局。</p><p>高盛表示，金融、矿业等传统价值板块成功从“价值陷阱”转型为“价值创造者”，而科技资本支出的扩大也为“旧经济”中的基础设施相关领域带来了新的增长机遇。</p><p><strong>行业方面，</strong>收益拓宽趋势同样明显。2025年科技与金融（分别属于成长和价值板块）成为领涨行业，而房地产和医疗保健（分别属于周期和防御板块）则表现滞后，反映出成长与价值板块内部均有优质标的脱颖而出。</p><p>标普500指数中，前七大科技巨头的盈利贡献占比将从2025年的50%降至2026年的46%，其余493家公司的盈利增速将从7%提升至9%，行业集中度进一步下降。</p><h2 id=\"id_2155885943\">AI红利：从核心巨头到广泛受益者的扩散</h2><p>2026年，AI红利将进一步扩散，受益范围从核心科技巨头延伸至更广泛的行业与企业。</p><p>高盛强调，当前的科技股狂热并非破裂前的泡沫。与2000年互联网泡沫时期相比，当前的科技巨头拥有更强的资产负债表和实打实的现金流。</p><p>然而，2025年初由DeepSeek引发的市场波动警示了投资者：<strong>AI竞争正在加剧，且成本结构正在变化。</strong></p><p>高盛观察到，五大AI超大规模计算商（Hyperscalers）之间的股票相关性已从80%暴跌至20%。这表明投资者不再盲目买入整个板块，而是开始挑剔谁是最终赢家。</p><p>高盛认为，<strong>这种分化意味着，即便是在科技板块内部，多元化配置也能带来更优的风险调整后收益。</strong></p><p>报告指出，2026年，投资者将越来越关注科技行业之外的AI受益者，尤其是那些能利用AI及相关技术提升利润率和生产力的企业。</p><blockquote><p>科技资本支出的溢出效应将持续显现，推动工业、材料、金融等非科技板块中的相关企业实现增长，形成“AI+行业”的跨界增长浪潮，进一步拓宽牛市的行业覆盖面。</p></blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a82005fdd5a20870413111b3adc1a547","relate_stocks":{"GS":"高盛"},"source_url":"https://wallstreetcn.com/articles/3761759","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2592116411","content_text":"高盛预计2026年全球股市牛市延续，市值加权总回报率达15%，主要由盈利增长而非估值扩张驱动。市场呈现拓宽趋势，非美市场表现将优于美股，亚太新兴市场回报率预期达18%。AI红利从核心科技巨头扩散至更广泛行业，尤其是那些能利用AI及相关技术提升利润率和生产力的企业。高盛称，2026年全球股市将延续牛市行情，但指数回报率将低于2025年，市场将呈现更广泛的多元化特征。AI红利从核心科技巨头向更广泛领域扩散。12月20日，据追风交易台消息，高盛在最新发布的2026年全球股票策略展望报告中表示，在持续的经济增长和美联储进一步温和宽松的支撑下，股市仍有上涨空间。高盛将当前市场定义为周期中的\"乐观\"阶段，预计这一阶段将在2026年延续。以市值加权计算，2026年全球股市价格回报率将达到13%，包含股息后总回报率为15%。大部分回报将由盈利增长驱动，而非估值扩张。报告称，2025年全球股市已呈现明显的拓宽趋势，首次出现美股跑输其他主要市场的情况，欧洲、中国和亚洲市场的美元总回报几乎是美国的两倍，预计这一趋势将在2026年持续强化，非美市场表现将优于美股，打破此前市场高度集中的格局。该行强调，当前科技板块的主导地位并非由AI单一因素驱动，而是始于金融危机后，由持续的盈利增长支撑，且当前估值并未达到历史泡沫水平。2026年，AI红利将进一步扩散，受益范围从核心科技巨头延伸至更广泛的行业与企业，尤其是那些能利用AI及相关技术提升利润率和生产力的企业。经济扩张与政策宽松支撑牛市延续高盛称，2026年全球经济将维持全面扩张态势，美联储有望进一步适度宽松货币政策，这一宏观环境为股市提供坚实支撑。从收益预期来看，该行预计，按区域市值加权计算，2026年全球股市美元计价的价格回报率为13%，含股息回报率达15%，且大部分收益由盈利增长驱动。高盛认为，当前市场正处于股市周期的 “乐观阶段”，这一阶段的典型特征是投资者信心提升，估值往往会进一步上涨，为核心预期带来上行风险，有望推动市场实现超预期表现。该行将股市周期分为四个阶段：\"绝望\"阶段（熊市）、\"希望\"阶段（估值驱动的反弹）、\"增长\"阶段（盈利驱动的最长阶段）和\"乐观\"阶段（投资者信心增强，估值再次上升）。以新冠疫情触发的熊市作为当前周期起点，高盛观察到相当典型的周期演进：2025年是早期乐观阶段的典型例子，许多股市（特别是估值较低的美国以外市场）出现估值上升和盈利增长并存的情况。同时，报告指出，历史数据显示，在无衰退的情况下，即便估值处于高位，股市也难以出现大幅回调或熊市。美国12个月前瞻市盈率达到22.3倍，即使剔除大型科技股也达到20.2倍。日本、欧洲和新兴市场的估值同样接近或达到历史高点。在高估值背景下，高盛预计2026年的回报更多将由基本面盈利增长而非估值扩张驱动。该行的盈利模型显示：2026年所有地区将实现持续正增长，增速超过2025年。标普500预计盈利增长12%，STOXX 600增长5%，日本TOPIX增长9%，亚太（除日本）增长16%。牛市拓宽，非美与非科技板块崛起报告称，2025年全球股市已呈现明显的拓宽趋势，这一趋势将在2026年持续强化，打破此前市场高度集中的格局。高盛表示，2025年近十五年来首次出现美股表现不佳的情况，欧洲、中国、亚洲等主要市场的总回报率（美元计价）几乎是美股的两倍。意大利（54%）、西班牙（73%）、韩国（71%）等特定市场表现尤为突出，新兴市场在盈利增长提速、美国利率下降及美元走弱的双重利好下，开始显著上涨。高盛预测，2026年美股仍将小幅跑输全球其他市场，MSCI亚太（除日本）指数和MSCI新兴市场指数的美元计价总回报率均有望达到18%，远超标普500指数15%的预期。风格方面，美国市场仍以成长股为主导，但在非美市场，价值股表现更优，打破了过去十年成长股一统天下的格局。高盛表示，金融、矿业等传统价值板块成功从“价值陷阱”转型为“价值创造者”，而科技资本支出的扩大也为“旧经济”中的基础设施相关领域带来了新的增长机遇。行业方面，收益拓宽趋势同样明显。2025年科技与金融（分别属于成长和价值板块）成为领涨行业，而房地产和医疗保健（分别属于周期和防御板块）则表现滞后，反映出成长与价值板块内部均有优质标的脱颖而出。标普500指数中，前七大科技巨头的盈利贡献占比将从2025年的50%降至2026年的46%，其余493家公司的盈利增速将从7%提升至9%，行业集中度进一步下降。AI红利：从核心巨头到广泛受益者的扩散2026年，AI红利将进一步扩散，受益范围从核心科技巨头延伸至更广泛的行业与企业。高盛强调，当前的科技股狂热并非破裂前的泡沫。与2000年互联网泡沫时期相比，当前的科技巨头拥有更强的资产负债表和实打实的现金流。然而，2025年初由DeepSeek引发的市场波动警示了投资者：AI竞争正在加剧，且成本结构正在变化。高盛观察到，五大AI超大规模计算商（Hyperscalers）之间的股票相关性已从80%暴跌至20%。这表明投资者不再盲目买入整个板块，而是开始挑剔谁是最终赢家。高盛认为，这种分化意味着，即便是在科技板块内部，多元化配置也能带来更优的风险调整后收益。报告指出，2026年，投资者将越来越关注科技行业之外的AI受益者，尤其是那些能利用AI及相关技术提升利润率和生产力的企业。科技资本支出的溢出效应将持续显现，推动工业、材料、金融等非科技板块中的相关企业实现增长，形成“AI+行业”的跨界增长浪潮，进一步拓宽牛市的行业覆盖面。","news_type":1,"symbols_score_info":{"GS":1.5}},"isVote":1,"tweetType":1,"viewCount":1582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559045093288064,"gmtCreate":1777517400857,"gmtModify":1777517403590,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"爱爱爱爱爱爱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090487371938690","authorIdStr":"4090487371938690"},"themes":[],"title":"","htmlText":"s还是h","listText":"s还是h","text":"s还是h","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559045093288064","repostId":"1131818792","repostType":2,"repost":{"id":"1131818792","kind":"news","weMediaInfo":{"introduction":"港美股公告全覆盖","home_visible":1,"media_name":"公告速递","id":"1097772564","head_image":"https://community-static.tradeup.com/news/ed558ed0402cbe7d1ef4d150458f2b2e"},"pubTimestamp":1777502458,"share":"https://www.laohu8.com/m/news/1131818792?lang=zh_CN&edition=full","pubTime":"2026-04-30 06:40","market":"hk","language":"zh","title":"华勤技术建议派发末期股息每10股12元人民币，待股东大会批准","url":"https://stock-news.laohu8.com/highlight/detail?id=1131818792","media":"公告速递","summary":"华勤技术(03296)发布截至2025年12月31日止年度之末期股息公告，拟宣派普通末期股息每10股人民币12元。\n上述股息分派方案尚待2026年5月20日召开的股东周年大会批准。待批准后，最终派发金额将以港元支付，具体金额及适用汇率有待公布。\n时间安排上，除净日为2026年5月22日，为符合获取股息分派资格而递交股份过户文件的最后时限为2026年5月26日下午4时30分。公司将自2026年5月27日至6月2日暂停办理股份过户登记，股权登记日定于2026年6月2日。股息派发日期有待后续公布。\n代扣所得税相关信息亦待公布。卓佳证券登记有限公司为香港股份过户登记处。","content":"<p>华勤技术(03296)发布截至2025年12月31日止年度之末期股息公告，拟宣派普通末期股息每10股人民币12元。</p>\n<p>上述股息分派方案尚待2026年5月20日召开的股东周年大会批准。待批准后，最终派发金额将以港元支付，具体金额及适用汇率有待公布。</p>\n<p>时间安排上，除净日为2026年5月22日，为符合获取股息分派资格而递交股份过户文件的最后时限为2026年5月26日下午4时30分。公司将自2026年5月27日至6月2日暂停办理股份过户登记，股权登记日定于2026年6月2日。股息派发日期有待后续公布。</p>\n<p>代扣所得税相关信息亦待公布。卓佳证券登记有限公司为香港股份过户登记处。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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style=\"background-image:url(https://community-static.tradeup.com/news/ed558ed0402cbe7d1ef4d150458f2b2e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">公告速递 </p>\n<p class=\"h-time\">2026-04-30 06:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>华勤技术(03296)发布截至2025年12月31日止年度之末期股息公告，拟宣派普通末期股息每10股人民币12元。</p>\n<p>上述股息分派方案尚待2026年5月20日召开的股东周年大会批准。待批准后，最终派发金额将以港元支付，具体金额及适用汇率有待公布。</p>\n<p>时间安排上，除净日为2026年5月22日，为符合获取股息分派资格而递交股份过户文件的最后时限为2026年5月26日下午4时30分。公司将自2026年5月27日至6月2日暂停办理股份过户登记，股权登记日定于2026年6月2日。股息派发日期有待后续公布。</p>\n<p>代扣所得税相关信息亦待公布。卓佳证券登记有限公司为香港股份过户登记处。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03296":"华勤技术"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131818792","content_text":"华勤技术(03296)发布截至2025年12月31日止年度之末期股息公告，拟宣派普通末期股息每10股人民币12元。\n上述股息分派方案尚待2026年5月20日召开的股东周年大会批准。待批准后，最终派发金额将以港元支付，具体金额及适用汇率有待公布。\n时间安排上，除净日为2026年5月22日，为符合获取股息分派资格而递交股份过户文件的最后时限为2026年5月26日下午4时30分。公司将自2026年5月27日至6月2日暂停办理股份过户登记，股权登记日定于2026年6月2日。股息派发日期有待后续公布。\n代扣所得税相关信息亦待公布。卓佳证券登记有限公司为香港股份过户登记处。","news_type":1,"symbols_score_info":{"03296":1}},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}