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2025-12-19

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美股成交额TOP 20 | 美光科技绩后涨超10%， Palantir涨超4%，特斯拉涨超3%

2025-12-17

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收高3.45%，成交458.48亿美元。根据报告，2026年数据中心资本开支增速预计将超过50%，较此前30%的预期大幅提升。美光科技预计，到2028年，高带宽存储芯片的潜在总市场规模将达到1000亿美元，年复合增长率高达40%。公司管理层同时将资本支出指引从180亿美元上调至200亿美元。美光科技不仅超出华尔街对其第一财季的业绩预期，还给出了超亮眼的业绩指引。第10名 $Palantir $ 收高4.74%，成交74.09亿美元。该股2025年迄今已累计上涨近100%。","content":"<html><head></head><body><p><strong>周四美股成交额第1名 </strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉 </a> <strong>收高3.45%，成交458.48亿美元。</strong></p><p style=\"text-align: justify;\">据媒体周四报道，马斯克上周在xAI位于旧金山的总部召开的全体员工大会上表示，如果公司能够成功度过未来两到三年的关键发展期，xAI将最终在人工智能竞赛中击败所有竞争对手。</p><p style=\"text-align: justify;\"><strong>第2名 </strong><a href=\"https://laohu8.com/S/NVDA\">英伟达 </a> <strong>收高1.87%，成交304.13亿美元。</strong></p><p style=\"text-align: justify;\">英伟达与美国政府将通过“创世纪使命”计划加大人工智能基础设施建设和研发投入。该公司周四表示，已与美国能源部签署谅解备忘录，概述合作重点以支持加速科学发现。</p><p style=\"text-align: justify;\"><strong>第3名 </strong><a href=\"https://laohu8.com/S/AVGO\">博通 </a> <strong>收高1.18%，成交178.66亿美元。</strong></p><p style=\"text-align: justify;\">摩根大通预计，2026年数据中心资本开支增速预计将超过50%，较此前30%的预期大幅提升，这意味着明年将新增超过1500亿美元的增量支出，而华尔街预测尚未计入资本支出带来的AI收入上行空间。</p><p style=\"text-align: justify;\">根据报告，2026年数据中心资本开支增速预计将超过50%，较此前30%的预期大幅提升。这意味着明年将新增超过1500亿美元的增量支出，基本覆盖英伟达、AMD、博通和Marvell等核心AI芯片厂商的预期营收。</p><p style=\"text-align: justify;\"><strong>第4名 </strong><a href=\"https://laohu8.com/S/MU\">美光科技 </a> <strong>收高10.21%，成交162.48亿美元。</strong></p><p style=\"text-align: justify;\">该公司的财报显示其存储芯片需求强劲，且远超市场预期。</p><p style=\"text-align: justify;\">在面向分析师的财报电话会议上，这家主营计算机及人工智能服务器存储产品的企业表示，数据中心的需求是推动其产品销量增长的核心动力。</p><p style=\"text-align: justify;\">美光科技预计，到2028年，高带宽存储芯片的潜在总市场规模将达到1000亿美元，年复合增长率高达40%。公司管理层同时将资本支出指引从180亿美元上调至200亿美元。</p><p style=\"text-align: justify;\">“我们的产品早已全面售罄。”美光科技业务总裁苏米特-萨达纳表示，“目前订单需求缺口巨大，这种供不应求的局面，在可预见的未来还将持续。”</p><p style=\"text-align: justify;\">美光科技不仅超出华尔街对其第一财季的业绩预期，还给出了超亮眼的业绩指引。</p><p style=\"text-align: justify;\"><strong>第7名</strong><a href=\"https://laohu8.com/S/META\">Meta Platforms </a> <strong>收高2.30%，成交128.51亿美元。</strong></p><p style=\"text-align: justify;\">昨日有报道称谷歌联手Meta推进TorchTPU计划挑战英伟达AI芯片地位。该报道称，谷歌推进“TorchTPU”计划，提升TPU运行PyTorch性能，欲削弱英伟达AI计算市场霸主地位，并与Meta合作以降低企业迁移成本。</p><p style=\"text-align: justify;\"><strong>第8名 </strong><a href=\"https://laohu8.com/S/AMZN\">亚马逊 </a> <strong>收高2.48%，成交109.64亿美元。</strong></p><p style=\"text-align: justify;\">据报道，该公司正洽谈向OpenAI投资超100亿美元，并提供Trainium芯片及AWS算力资源，此举或使OpenAI估值突破5000亿美元，并扩大亚马逊在生成式AI领域的布局。</p><p style=\"text-align: justify;\"><strong>第9名 </strong><a href=\"https://laohu8.com/S/GOOGL\">谷歌-A </a> <strong>收高1.93%，成交97.47亿美元。</strong></p><p style=\"text-align: justify;\">周四有报道称，与Alphabet旗下谷歌公司相关的某数据中心开发商正计划发行12.8亿美元、五年期的垃圾债券（高收益债），为项目进行部分融资。</p><p style=\"text-align: justify;\">据知情人士透露，该交易由摩根士丹利领投，债券的定价收益率预计在7.25%左右。此次发行背景是投资者对AI“淘金热”的财务根基愈发感到不安，因为这一领域的扩张很大程度上是依赖借贷驱动的。</p><p style=\"text-align: justify;\"><strong>第10名 </strong><a href=\"https://laohu8.com/S/PLTR\">Palantir </a> <strong>收高4.74%，成交74.09亿美元。</strong></p><p style=\"text-align: justify;\"><strong>第15名</strong><a href=\"https://laohu8.com/S/LLY\">礼来 </a> <strong>收高1.45%，成交40.85亿美元。</strong></p><p style=\"text-align: justify;\">该公司宣布，其口服减肥药orforglipron在一项三期临床试验中显示出优于对照的体重维持效果，适用于此前已使用注射型减肥药（包括公司自身的Zepbound以及诺和诺德（NVO.US）的Wegovy）的肥胖或超重成年人。</p><p style=\"text-align: justify;\">礼来援引ATTAIN-MAINTAIN试验的顶线数据称，在为期52周的研究中，从Wegovy或Zepbound转换为orforglipron的患者，基本维持了此前通过注射药物获得的减重成果。数据显示，与对照相比，从Wegovy转换的患者体重平均差异为0.9公斤，从Zepbound转换的患者体重平均差异为5.0公斤。</p><p style=\"text-align: justify;\"><strong>第18名 </strong><a href=\"https://laohu8.com/S/TSM\">台积电 </a> <strong>收高2.79%，成交32亿美元。</strong></p><p style=\"text-align: justify;\">台积电2nm的量产工作会在今年底正式启动，目前两座工厂的2nm产能已经被预订一空，台积电需要额外新建工厂来满足客户需求，这项工程预计需要286亿美元的投资。据悉，苹果、高通、联发科、AMD等多家企业都是台积电2nm工艺的客户，台积电难以满足所有客户的需求，目前苹果拿下了超半数的初始产能，剩下的产能则由其它客户瓜分。按照计划，台积电将在2026年底前把月产量提升至10万片。</p><p style=\"text-align: justify;\">摩根士丹利上调台积电目标股价。</p><p style=\"text-align: justify;\"><strong>第20名 </strong><a href=\"https://laohu8.com/S/GEV\">GE Vernova </a> <strong>收高4.11%，成交28.51亿美元。</strong></p><p style=\"text-align: justify;\">受益于AI数据中心板块反弹以及杰富瑞分析师将其评级上调至“买入”。</p><p style=\"text-align: justify;\">杰富瑞分析师在周四发布的一份研报中写道：“我们上调其构配件至买入。我们对电力业务（燃气定价及服务可见性）和电气化前景更加乐观，但自12月9日分析师日以来股价却出现下跌。目标价上调至815美元，此前为736美元。燃气轮机定价持续带来正面惊喜，服务业务为2030年代中后期提供了清晰的能见度，最终将抵消燃气设备业务的疲软。”</p><p style=\"text-align: justify;\">该目标价略高于FactSet统计的市场一致预期目标价753美元，较GE Vernova周三收盘价溢价约23%。该股2025年迄今已累计上涨近100%。</p><p><br/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股成交额TOP 20 | 美光科技绩后涨超10%， Palantir涨超4%，特斯拉涨超3%</title>\n<style 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07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>周四美股成交额第1名 </strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉 </a> <strong>收高3.45%，成交458.48亿美元。</strong></p><p style=\"text-align: justify;\">据媒体周四报道，马斯克上周在xAI位于旧金山的总部召开的全体员工大会上表示，如果公司能够成功度过未来两到三年的关键发展期，xAI将最终在人工智能竞赛中击败所有竞争对手。</p><p style=\"text-align: justify;\"><strong>第2名 </strong><a href=\"https://laohu8.com/S/NVDA\">英伟达 </a> <strong>收高1.87%，成交304.13亿美元。</strong></p><p style=\"text-align: justify;\">英伟达与美国政府将通过“创世纪使命”计划加大人工智能基础设施建设和研发投入。该公司周四表示，已与美国能源部签署谅解备忘录，概述合作重点以支持加速科学发现。</p><p style=\"text-align: justify;\"><strong>第3名 </strong><a href=\"https://laohu8.com/S/AVGO\">博通 </a> <strong>收高1.18%，成交178.66亿美元。</strong></p><p style=\"text-align: justify;\">摩根大通预计，2026年数据中心资本开支增速预计将超过50%，较此前30%的预期大幅提升，这意味着明年将新增超过1500亿美元的增量支出，而华尔街预测尚未计入资本支出带来的AI收入上行空间。</p><p style=\"text-align: justify;\">根据报告，2026年数据中心资本开支增速预计将超过50%，较此前30%的预期大幅提升。这意味着明年将新增超过1500亿美元的增量支出，基本覆盖英伟达、AMD、博通和Marvell等核心AI芯片厂商的预期营收。</p><p style=\"text-align: justify;\"><strong>第4名 </strong><a href=\"https://laohu8.com/S/MU\">美光科技 </a> <strong>收高10.21%，成交162.48亿美元。</strong></p><p style=\"text-align: justify;\">该公司的财报显示其存储芯片需求强劲，且远超市场预期。</p><p style=\"text-align: justify;\">在面向分析师的财报电话会议上，这家主营计算机及人工智能服务器存储产品的企业表示，数据中心的需求是推动其产品销量增长的核心动力。</p><p style=\"text-align: justify;\">美光科技预计，到2028年，高带宽存储芯片的潜在总市场规模将达到1000亿美元，年复合增长率高达40%。公司管理层同时将资本支出指引从180亿美元上调至200亿美元。</p><p style=\"text-align: justify;\">“我们的产品早已全面售罄。”美光科技业务总裁苏米特-萨达纳表示，“目前订单需求缺口巨大，这种供不应求的局面，在可预见的未来还将持续。”</p><p style=\"text-align: justify;\">美光科技不仅超出华尔街对其第一财季的业绩预期，还给出了超亮眼的业绩指引。</p><p style=\"text-align: justify;\"><strong>第7名</strong><a href=\"https://laohu8.com/S/META\">Meta Platforms </a> <strong>收高2.30%，成交128.51亿美元。</strong></p><p style=\"text-align: justify;\">昨日有报道称谷歌联手Meta推进TorchTPU计划挑战英伟达AI芯片地位。该报道称，谷歌推进“TorchTPU”计划，提升TPU运行PyTorch性能，欲削弱英伟达AI计算市场霸主地位，并与Meta合作以降低企业迁移成本。</p><p style=\"text-align: justify;\"><strong>第8名 </strong><a href=\"https://laohu8.com/S/AMZN\">亚马逊 </a> <strong>收高2.48%，成交109.64亿美元。</strong></p><p style=\"text-align: justify;\">据报道，该公司正洽谈向OpenAI投资超100亿美元，并提供Trainium芯片及AWS算力资源，此举或使OpenAI估值突破5000亿美元，并扩大亚马逊在生成式AI领域的布局。</p><p style=\"text-align: justify;\"><strong>第9名 </strong><a href=\"https://laohu8.com/S/GOOGL\">谷歌-A </a> <strong>收高1.93%，成交97.47亿美元。</strong></p><p style=\"text-align: justify;\">周四有报道称，与Alphabet旗下谷歌公司相关的某数据中心开发商正计划发行12.8亿美元、五年期的垃圾债券（高收益债），为项目进行部分融资。</p><p style=\"text-align: justify;\">据知情人士透露，该交易由摩根士丹利领投，债券的定价收益率预计在7.25%左右。此次发行背景是投资者对AI“淘金热”的财务根基愈发感到不安，因为这一领域的扩张很大程度上是依赖借贷驱动的。</p><p style=\"text-align: justify;\"><strong>第10名 </strong><a href=\"https://laohu8.com/S/PLTR\">Palantir </a> <strong>收高4.74%，成交74.09亿美元。</strong></p><p style=\"text-align: justify;\"><strong>第15名</strong><a href=\"https://laohu8.com/S/LLY\">礼来 </a> <strong>收高1.45%，成交40.85亿美元。</strong></p><p style=\"text-align: justify;\">该公司宣布，其口服减肥药orforglipron在一项三期临床试验中显示出优于对照的体重维持效果，适用于此前已使用注射型减肥药（包括公司自身的Zepbound以及诺和诺德（NVO.US）的Wegovy）的肥胖或超重成年人。</p><p style=\"text-align: justify;\">礼来援引ATTAIN-MAINTAIN试验的顶线数据称，在为期52周的研究中，从Wegovy或Zepbound转换为orforglipron的患者，基本维持了此前通过注射药物获得的减重成果。数据显示，与对照相比，从Wegovy转换的患者体重平均差异为0.9公斤，从Zepbound转换的患者体重平均差异为5.0公斤。</p><p style=\"text-align: justify;\"><strong>第18名 </strong><a href=\"https://laohu8.com/S/TSM\">台积电 </a> <strong>收高2.79%，成交32亿美元。</strong></p><p style=\"text-align: justify;\">台积电2nm的量产工作会在今年底正式启动，目前两座工厂的2nm产能已经被预订一空，台积电需要额外新建工厂来满足客户需求，这项工程预计需要286亿美元的投资。据悉，苹果、高通、联发科、AMD等多家企业都是台积电2nm工艺的客户，台积电难以满足所有客户的需求，目前苹果拿下了超半数的初始产能，剩下的产能则由其它客户瓜分。按照计划，台积电将在2026年底前把月产量提升至10万片。</p><p style=\"text-align: justify;\">摩根士丹利上调台积电目标股价。</p><p style=\"text-align: justify;\"><strong>第20名 </strong><a href=\"https://laohu8.com/S/GEV\">GE Vernova </a> <strong>收高4.11%，成交28.51亿美元。</strong></p><p style=\"text-align: justify;\">受益于AI数据中心板块反弹以及杰富瑞分析师将其评级上调至“买入”。</p><p style=\"text-align: justify;\">杰富瑞分析师在周四发布的一份研报中写道：“我们上调其构配件至买入。我们对电力业务（燃气定价及服务可见性）和电气化前景更加乐观，但自12月9日分析师日以来股价却出现下跌。目标价上调至815美元，此前为736美元。燃气轮机定价持续带来正面惊喜，服务业务为2030年代中后期提供了清晰的能见度，最终将抵消燃气设备业务的疲软。”</p><p style=\"text-align: justify;\">该目标价略高于FactSet统计的市场一致预期目标价753美元，较GE Vernova周三收盘价溢价约23%。该股2025年迄今已累计上涨近100%。</p><p><br/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"TSLA":"特斯拉","PLTR":"Palantir Technologies Inc.","MU":"美光科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191049562","content_text":"周四美股成交额第1名 特斯拉  收高3.45%，成交458.48亿美元。据媒体周四报道，马斯克上周在xAI位于旧金山的总部召开的全体员工大会上表示，如果公司能够成功度过未来两到三年的关键发展期，xAI将最终在人工智能竞赛中击败所有竞争对手。第2名 英伟达  收高1.87%，成交304.13亿美元。英伟达与美国政府将通过“创世纪使命”计划加大人工智能基础设施建设和研发投入。该公司周四表示，已与美国能源部签署谅解备忘录，概述合作重点以支持加速科学发现。第3名 博通  收高1.18%，成交178.66亿美元。摩根大通预计，2026年数据中心资本开支增速预计将超过50%，较此前30%的预期大幅提升，这意味着明年将新增超过1500亿美元的增量支出，而华尔街预测尚未计入资本支出带来的AI收入上行空间。根据报告，2026年数据中心资本开支增速预计将超过50%，较此前30%的预期大幅提升。这意味着明年将新增超过1500亿美元的增量支出，基本覆盖英伟达、AMD、博通和Marvell等核心AI芯片厂商的预期营收。第4名 美光科技  收高10.21%，成交162.48亿美元。该公司的财报显示其存储芯片需求强劲，且远超市场预期。在面向分析师的财报电话会议上，这家主营计算机及人工智能服务器存储产品的企业表示，数据中心的需求是推动其产品销量增长的核心动力。美光科技预计，到2028年，高带宽存储芯片的潜在总市场规模将达到1000亿美元，年复合增长率高达40%。公司管理层同时将资本支出指引从180亿美元上调至200亿美元。“我们的产品早已全面售罄。”美光科技业务总裁苏米特-萨达纳表示，“目前订单需求缺口巨大，这种供不应求的局面，在可预见的未来还将持续。”美光科技不仅超出华尔街对其第一财季的业绩预期，还给出了超亮眼的业绩指引。第7名Meta Platforms  收高2.30%，成交128.51亿美元。昨日有报道称谷歌联手Meta推进TorchTPU计划挑战英伟达AI芯片地位。该报道称，谷歌推进“TorchTPU”计划，提升TPU运行PyTorch性能，欲削弱英伟达AI计算市场霸主地位，并与Meta合作以降低企业迁移成本。第8名 亚马逊  收高2.48%，成交109.64亿美元。据报道，该公司正洽谈向OpenAI投资超100亿美元，并提供Trainium芯片及AWS算力资源，此举或使OpenAI估值突破5000亿美元，并扩大亚马逊在生成式AI领域的布局。第9名 谷歌-A  收高1.93%，成交97.47亿美元。周四有报道称，与Alphabet旗下谷歌公司相关的某数据中心开发商正计划发行12.8亿美元、五年期的垃圾债券（高收益债），为项目进行部分融资。据知情人士透露，该交易由摩根士丹利领投，债券的定价收益率预计在7.25%左右。此次发行背景是投资者对AI“淘金热”的财务根基愈发感到不安，因为这一领域的扩张很大程度上是依赖借贷驱动的。第10名 Palantir  收高4.74%，成交74.09亿美元。第15名礼来  收高1.45%，成交40.85亿美元。该公司宣布，其口服减肥药orforglipron在一项三期临床试验中显示出优于对照的体重维持效果，适用于此前已使用注射型减肥药（包括公司自身的Zepbound以及诺和诺德（NVO.US）的Wegovy）的肥胖或超重成年人。礼来援引ATTAIN-MAINTAIN试验的顶线数据称，在为期52周的研究中，从Wegovy或Zepbound转换为orforglipron的患者，基本维持了此前通过注射药物获得的减重成果。数据显示，与对照相比，从Wegovy转换的患者体重平均差异为0.9公斤，从Zepbound转换的患者体重平均差异为5.0公斤。第18名 台积电  收高2.79%，成交32亿美元。台积电2nm的量产工作会在今年底正式启动，目前两座工厂的2nm产能已经被预订一空，台积电需要额外新建工厂来满足客户需求，这项工程预计需要286亿美元的投资。据悉，苹果、高通、联发科、AMD等多家企业都是台积电2nm工艺的客户，台积电难以满足所有客户的需求，目前苹果拿下了超半数的初始产能，剩下的产能则由其它客户瓜分。按照计划，台积电将在2026年底前把月产量提升至10万片。摩根士丹利上调台积电目标股价。第20名 GE Vernova  收高4.11%，成交28.51亿美元。受益于AI数据中心板块反弹以及杰富瑞分析师将其评级上调至“买入”。杰富瑞分析师在周四发布的一份研报中写道：“我们上调其构配件至买入。我们对电力业务（燃气定价及服务可见性）和电气化前景更加乐观，但自12月9日分析师日以来股价却出现下跌。目标价上调至815美元，此前为736美元。燃气轮机定价持续带来正面惊喜，服务业务为2030年代中后期提供了清晰的能见度，最终将抵消燃气设备业务的疲软。”该目标价略高于FactSet统计的市场一致预期目标价753美元，较GE Vernova周三收盘价溢价约23%。该股2025年迄今已累计上涨近100%。","news_type":1,"symbols_score_info":{"MU":2,"TSLA":2,"PLTR":2}},"isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":511606243221704,"gmtCreate":1765930825793,"gmtModify":1765935754404,"author":{"id":"4113521397048440","authorId":"4113521397048440","name":"小朋戈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4113521397048440","authorIdStr":"4113521397048440"},"themes":[],"title":"","htmlText":"&nbsp; &nbsp;&nbsp;","listText":"&nbsp; &nbsp;&nbsp;","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511606243221704","repostId":"2592195596","repostType":2,"repost":{"id":"2592195596","kind":"news","pubTimestamp":1765927451,"share":"https://www.laohu8.com/m/news/2592195596?lang=zh_CN&edition=full","pubTime":"2025-12-17 07:24","market":"us","language":"zh","title":"苹果iPhone Air 2将有两大改变：双摄设计＋价格下调","url":"https://stock-news.laohu8.com/highlight/detail?id=2592195596","media":"手机中国","summary":"据外媒报道，苹果正着手从产品配置与定价策略两方面优化iPhone Air 2，以提升该系列的竞争力。目前初代iPhone Air自上市以来，虽然凭借超薄设计和轻量化机身吸引了部分关注，但整体销量表现未达预期，已导致供应链大幅削减生产计划。为弥补产品短板，苹果正在考虑为iPhone Air 2新增第二颗后置摄像头。与此同时，苹果也在评估下调iPhone Air 2的起售价。","content":"<html><body><article><p>【CNMO科技消息】据外媒报道，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>正着手从产品配置与定价策略两方面优化iPhone Air 2，以提升该系列的竞争力。目前初代iPhone Air自上市以来，虽然凭借超薄设计和轻量化机身吸引了部分关注，但整体销量表现未达预期，已导致供应链大幅削减生产计划。</p><img src=\"https://inews.gtimg.com/om_bt/O9pGygE9gM7FbC9IXXO8HizzyZnc5BihZ6ZHIBRVrzqAoAA/0\"/><p>为弥补产品短板，苹果正在考虑为iPhone Air 2新增第二颗后置摄像头。现款iPhone Air仅配备一颗4800万像素融合式主摄，虽通过传感器裁切实现光学品质的2倍变焦效果，但缺乏超广角镜头，在多场景拍摄能力上存在明显局限。知情人士透露，新一代机型极有可能加入超广角镜头，从而构建更完整的影像系统。</p><p>与此同时，苹果也在评估下调iPhone Air 2的起售价。当前iPhone Air在中国市场的起售价为7999元，但其配置相较同价位机型存在一定差距——除单摄外，还采用单扬声器设计、电池续航较短，并缺少部分高端功能。高定价与功能精简之间的落差，被认为是影响消费者购买意愿的关键因素。</p><img src=\"https://inews.gtimg.com/om_bt/OKeGn4jj-g3POch5TEYCltjxzUTEahk-7eyCTw6HHshVMAA/0\"/><p>有分析指出，iPhone Air定位介于标准版与Pro系列之间，主打极致轻薄与时尚外观，但若缺乏核心体验支撑，难以在iPhone 17及iPhone 17 Pro等主力机型的强势销售下突围。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>苹果iPhone Air 2将有两大改变：双摄设计＋价格下调</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苹果iPhone Air 2将有两大改变：双摄设计＋价格下调\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-17 07:24 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217072644a4541a22&s=b><strong>手机中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【CNMO科技消息】据外媒报道，苹果正着手从产品配置与定价策略两方面优化iPhone Air 2，以提升该系列的竞争力。目前初代iPhone Air自上市以来，虽然凭借超薄设计和轻量化机身吸引了部分关注，但整体销量表现未达预期，已导致供应链大幅削减生产计划。为弥补产品短板，苹果正在考虑为iPhone Air 2新增第二颗后置摄像头。现款iPhone Air仅配备一颗4800万像素融合式主摄，虽通过...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217072644a4541a22&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","SG9999002232.USD":"Allianz Global High Payout USD","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0079474960.USD":"联博美国增长基金A","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL 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2，以提升该系列的竞争力。目前初代iPhone Air自上市以来，虽然凭借超薄设计和轻量化机身吸引了部分关注，但整体销量表现未达预期，已导致供应链大幅削减生产计划。为弥补产品短板，苹果正在考虑为iPhone Air 2新增第二颗后置摄像头。现款iPhone Air仅配备一颗4800万像素融合式主摄，虽通过传感器裁切实现光学品质的2倍变焦效果，但缺乏超广角镜头，在多场景拍摄能力上存在明显局限。知情人士透露，新一代机型极有可能加入超广角镜头，从而构建更完整的影像系统。与此同时，苹果也在评估下调iPhone Air 2的起售价。当前iPhone Air在中国市场的起售价为7999元，但其配置相较同价位机型存在一定差距——除单摄外，还采用单扬声器设计、电池续航较短，并缺少部分高端功能。高定价与功能精简之间的落差，被认为是影响消费者购买意愿的关键因素。有分析指出，iPhone Air定位介于标准版与Pro系列之间，主打极致轻薄与时尚外观，但若缺乏核心体验支撑，难以在iPhone 17及iPhone 17 Pro等主力机型的强势销售下突围。","news_type":1,"symbols_score_info":{"MACW.SI":0.6,"AAPL":1.95}},"isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":512315641295704,"gmtCreate":1766104094017,"gmtModify":1766109461993,"author":{"id":"4113521397048440","authorId":"4113521397048440","name":"小朋戈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4113521397048440","idStr":"4113521397048440"},"themes":[],"title":"","htmlText":"&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;＇。 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; ＇;&nbsp;","listText":"&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;＇。 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; ＇;&nbsp;","text":"＇。 ＇;","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512315641295704","repostId":"1191049562","repostType":2,"repost":{"id":"1191049562","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":1766098908,"share":"https://www.laohu8.com/m/news/1191049562?lang=zh_CN&edition=full","pubTime":"2025-12-19 07:01","market":"us","language":"zh","title":"美股成交额TOP 20 | 美光科技绩后涨超10%， Palantir涨超4%，特斯拉涨超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1191049562","media":"老虎资讯综合","summary":"周四美股成交额第1名 $特斯拉 $ 收高3.45%，成交458.48亿美元。根据报告，2026年数据中心资本开支增速预计将超过50%，较此前30%的预期大幅提升。美光科技预计，到2028年，高带宽存储芯片的潜在总市场规模将达到1000亿美元，年复合增长率高达40%。公司管理层同时将资本支出指引从180亿美元上调至200亿美元。美光科技不仅超出华尔街对其第一财季的业绩预期，还给出了超亮眼的业绩指引。第10名 $Palantir $ 收高4.74%，成交74.09亿美元。该股2025年迄今已累计上涨近100%。","content":"<html><head></head><body><p><strong>周四美股成交额第1名 </strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉 </a> <strong>收高3.45%，成交458.48亿美元。</strong></p><p style=\"text-align: justify;\">据媒体周四报道，马斯克上周在xAI位于旧金山的总部召开的全体员工大会上表示，如果公司能够成功度过未来两到三年的关键发展期，xAI将最终在人工智能竞赛中击败所有竞争对手。</p><p style=\"text-align: justify;\"><strong>第2名 </strong><a href=\"https://laohu8.com/S/NVDA\">英伟达 </a> <strong>收高1.87%，成交304.13亿美元。</strong></p><p style=\"text-align: justify;\">英伟达与美国政府将通过“创世纪使命”计划加大人工智能基础设施建设和研发投入。该公司周四表示，已与美国能源部签署谅解备忘录，概述合作重点以支持加速科学发现。</p><p style=\"text-align: justify;\"><strong>第3名 </strong><a href=\"https://laohu8.com/S/AVGO\">博通 </a> <strong>收高1.18%，成交178.66亿美元。</strong></p><p style=\"text-align: justify;\">摩根大通预计，2026年数据中心资本开支增速预计将超过50%，较此前30%的预期大幅提升，这意味着明年将新增超过1500亿美元的增量支出，而华尔街预测尚未计入资本支出带来的AI收入上行空间。</p><p style=\"text-align: justify;\">根据报告，2026年数据中心资本开支增速预计将超过50%，较此前30%的预期大幅提升。这意味着明年将新增超过1500亿美元的增量支出，基本覆盖英伟达、AMD、博通和Marvell等核心AI芯片厂商的预期营收。</p><p style=\"text-align: justify;\"><strong>第4名 </strong><a href=\"https://laohu8.com/S/MU\">美光科技 </a> <strong>收高10.21%，成交162.48亿美元。</strong></p><p style=\"text-align: justify;\">该公司的财报显示其存储芯片需求强劲，且远超市场预期。</p><p style=\"text-align: justify;\">在面向分析师的财报电话会议上，这家主营计算机及人工智能服务器存储产品的企业表示，数据中心的需求是推动其产品销量增长的核心动力。</p><p style=\"text-align: justify;\">美光科技预计，到2028年，高带宽存储芯片的潜在总市场规模将达到1000亿美元，年复合增长率高达40%。公司管理层同时将资本支出指引从180亿美元上调至200亿美元。</p><p style=\"text-align: justify;\">“我们的产品早已全面售罄。”美光科技业务总裁苏米特-萨达纳表示，“目前订单需求缺口巨大，这种供不应求的局面，在可预见的未来还将持续。”</p><p style=\"text-align: justify;\">美光科技不仅超出华尔街对其第一财季的业绩预期，还给出了超亮眼的业绩指引。</p><p style=\"text-align: justify;\"><strong>第7名</strong><a href=\"https://laohu8.com/S/META\">Meta Platforms </a> <strong>收高2.30%，成交128.51亿美元。</strong></p><p style=\"text-align: justify;\">昨日有报道称谷歌联手Meta推进TorchTPU计划挑战英伟达AI芯片地位。该报道称，谷歌推进“TorchTPU”计划，提升TPU运行PyTorch性能，欲削弱英伟达AI计算市场霸主地位，并与Meta合作以降低企业迁移成本。</p><p style=\"text-align: justify;\"><strong>第8名 </strong><a href=\"https://laohu8.com/S/AMZN\">亚马逊 </a> <strong>收高2.48%，成交109.64亿美元。</strong></p><p style=\"text-align: justify;\">据报道，该公司正洽谈向OpenAI投资超100亿美元，并提供Trainium芯片及AWS算力资源，此举或使OpenAI估值突破5000亿美元，并扩大亚马逊在生成式AI领域的布局。</p><p style=\"text-align: justify;\"><strong>第9名 </strong><a href=\"https://laohu8.com/S/GOOGL\">谷歌-A </a> <strong>收高1.93%，成交97.47亿美元。</strong></p><p style=\"text-align: justify;\">周四有报道称，与Alphabet旗下谷歌公司相关的某数据中心开发商正计划发行12.8亿美元、五年期的垃圾债券（高收益债），为项目进行部分融资。</p><p style=\"text-align: justify;\">据知情人士透露，该交易由摩根士丹利领投，债券的定价收益率预计在7.25%左右。此次发行背景是投资者对AI“淘金热”的财务根基愈发感到不安，因为这一领域的扩张很大程度上是依赖借贷驱动的。</p><p style=\"text-align: justify;\"><strong>第10名 </strong><a href=\"https://laohu8.com/S/PLTR\">Palantir </a> <strong>收高4.74%，成交74.09亿美元。</strong></p><p style=\"text-align: justify;\"><strong>第15名</strong><a href=\"https://laohu8.com/S/LLY\">礼来 </a> <strong>收高1.45%，成交40.85亿美元。</strong></p><p style=\"text-align: justify;\">该公司宣布，其口服减肥药orforglipron在一项三期临床试验中显示出优于对照的体重维持效果，适用于此前已使用注射型减肥药（包括公司自身的Zepbound以及诺和诺德（NVO.US）的Wegovy）的肥胖或超重成年人。</p><p style=\"text-align: justify;\">礼来援引ATTAIN-MAINTAIN试验的顶线数据称，在为期52周的研究中，从Wegovy或Zepbound转换为orforglipron的患者，基本维持了此前通过注射药物获得的减重成果。数据显示，与对照相比，从Wegovy转换的患者体重平均差异为0.9公斤，从Zepbound转换的患者体重平均差异为5.0公斤。</p><p style=\"text-align: justify;\"><strong>第18名 </strong><a href=\"https://laohu8.com/S/TSM\">台积电 </a> <strong>收高2.79%，成交32亿美元。</strong></p><p style=\"text-align: justify;\">台积电2nm的量产工作会在今年底正式启动，目前两座工厂的2nm产能已经被预订一空，台积电需要额外新建工厂来满足客户需求，这项工程预计需要286亿美元的投资。据悉，苹果、高通、联发科、AMD等多家企业都是台积电2nm工艺的客户，台积电难以满足所有客户的需求，目前苹果拿下了超半数的初始产能，剩下的产能则由其它客户瓜分。按照计划，台积电将在2026年底前把月产量提升至10万片。</p><p style=\"text-align: justify;\">摩根士丹利上调台积电目标股价。</p><p style=\"text-align: justify;\"><strong>第20名 </strong><a href=\"https://laohu8.com/S/GEV\">GE Vernova </a> <strong>收高4.11%，成交28.51亿美元。</strong></p><p style=\"text-align: justify;\">受益于AI数据中心板块反弹以及杰富瑞分析师将其评级上调至“买入”。</p><p style=\"text-align: justify;\">杰富瑞分析师在周四发布的一份研报中写道：“我们上调其构配件至买入。我们对电力业务（燃气定价及服务可见性）和电气化前景更加乐观，但自12月9日分析师日以来股价却出现下跌。目标价上调至815美元，此前为736美元。燃气轮机定价持续带来正面惊喜，服务业务为2030年代中后期提供了清晰的能见度，最终将抵消燃气设备业务的疲软。”</p><p style=\"text-align: justify;\">该目标价略高于FactSet统计的市场一致预期目标价753美元，较GE Vernova周三收盘价溢价约23%。该股2025年迄今已累计上涨近100%。</p><p><br/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股成交额TOP 20 | 美光科技绩后涨超10%， Palantir涨超4%，特斯拉涨超3%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股成交额TOP 20 | 美光科技绩后涨超10%， Palantir涨超4%，特斯拉涨超3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-12-19 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>周四美股成交额第1名 </strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉 </a> <strong>收高3.45%，成交458.48亿美元。</strong></p><p style=\"text-align: justify;\">据媒体周四报道，马斯克上周在xAI位于旧金山的总部召开的全体员工大会上表示，如果公司能够成功度过未来两到三年的关键发展期，xAI将最终在人工智能竞赛中击败所有竞争对手。</p><p style=\"text-align: justify;\"><strong>第2名 </strong><a href=\"https://laohu8.com/S/NVDA\">英伟达 </a> <strong>收高1.87%，成交304.13亿美元。</strong></p><p style=\"text-align: justify;\">英伟达与美国政府将通过“创世纪使命”计划加大人工智能基础设施建设和研发投入。该公司周四表示，已与美国能源部签署谅解备忘录，概述合作重点以支持加速科学发现。</p><p style=\"text-align: justify;\"><strong>第3名 </strong><a href=\"https://laohu8.com/S/AVGO\">博通 </a> <strong>收高1.18%，成交178.66亿美元。</strong></p><p style=\"text-align: justify;\">摩根大通预计，2026年数据中心资本开支增速预计将超过50%，较此前30%的预期大幅提升，这意味着明年将新增超过1500亿美元的增量支出，而华尔街预测尚未计入资本支出带来的AI收入上行空间。</p><p style=\"text-align: justify;\">根据报告，2026年数据中心资本开支增速预计将超过50%，较此前30%的预期大幅提升。这意味着明年将新增超过1500亿美元的增量支出，基本覆盖英伟达、AMD、博通和Marvell等核心AI芯片厂商的预期营收。</p><p style=\"text-align: justify;\"><strong>第4名 </strong><a href=\"https://laohu8.com/S/MU\">美光科技 </a> <strong>收高10.21%，成交162.48亿美元。</strong></p><p style=\"text-align: justify;\">该公司的财报显示其存储芯片需求强劲，且远超市场预期。</p><p style=\"text-align: justify;\">在面向分析师的财报电话会议上，这家主营计算机及人工智能服务器存储产品的企业表示，数据中心的需求是推动其产品销量增长的核心动力。</p><p style=\"text-align: justify;\">美光科技预计，到2028年，高带宽存储芯片的潜在总市场规模将达到1000亿美元，年复合增长率高达40%。公司管理层同时将资本支出指引从180亿美元上调至200亿美元。</p><p style=\"text-align: justify;\">“我们的产品早已全面售罄。”美光科技业务总裁苏米特-萨达纳表示，“目前订单需求缺口巨大，这种供不应求的局面，在可预见的未来还将持续。”</p><p style=\"text-align: justify;\">美光科技不仅超出华尔街对其第一财季的业绩预期，还给出了超亮眼的业绩指引。</p><p style=\"text-align: justify;\"><strong>第7名</strong><a href=\"https://laohu8.com/S/META\">Meta Platforms </a> <strong>收高2.30%，成交128.51亿美元。</strong></p><p style=\"text-align: justify;\">昨日有报道称谷歌联手Meta推进TorchTPU计划挑战英伟达AI芯片地位。该报道称，谷歌推进“TorchTPU”计划，提升TPU运行PyTorch性能，欲削弱英伟达AI计算市场霸主地位，并与Meta合作以降低企业迁移成本。</p><p style=\"text-align: justify;\"><strong>第8名 </strong><a href=\"https://laohu8.com/S/AMZN\">亚马逊 </a> <strong>收高2.48%，成交109.64亿美元。</strong></p><p style=\"text-align: justify;\">据报道，该公司正洽谈向OpenAI投资超100亿美元，并提供Trainium芯片及AWS算力资源，此举或使OpenAI估值突破5000亿美元，并扩大亚马逊在生成式AI领域的布局。</p><p style=\"text-align: justify;\"><strong>第9名 </strong><a href=\"https://laohu8.com/S/GOOGL\">谷歌-A </a> <strong>收高1.93%，成交97.47亿美元。</strong></p><p style=\"text-align: justify;\">周四有报道称，与Alphabet旗下谷歌公司相关的某数据中心开发商正计划发行12.8亿美元、五年期的垃圾债券（高收益债），为项目进行部分融资。</p><p style=\"text-align: justify;\">据知情人士透露，该交易由摩根士丹利领投，债券的定价收益率预计在7.25%左右。此次发行背景是投资者对AI“淘金热”的财务根基愈发感到不安，因为这一领域的扩张很大程度上是依赖借贷驱动的。</p><p style=\"text-align: justify;\"><strong>第10名 </strong><a href=\"https://laohu8.com/S/PLTR\">Palantir </a> <strong>收高4.74%，成交74.09亿美元。</strong></p><p style=\"text-align: justify;\"><strong>第15名</strong><a href=\"https://laohu8.com/S/LLY\">礼来 </a> <strong>收高1.45%，成交40.85亿美元。</strong></p><p style=\"text-align: justify;\">该公司宣布，其口服减肥药orforglipron在一项三期临床试验中显示出优于对照的体重维持效果，适用于此前已使用注射型减肥药（包括公司自身的Zepbound以及诺和诺德（NVO.US）的Wegovy）的肥胖或超重成年人。</p><p style=\"text-align: justify;\">礼来援引ATTAIN-MAINTAIN试验的顶线数据称，在为期52周的研究中，从Wegovy或Zepbound转换为orforglipron的患者，基本维持了此前通过注射药物获得的减重成果。数据显示，与对照相比，从Wegovy转换的患者体重平均差异为0.9公斤，从Zepbound转换的患者体重平均差异为5.0公斤。</p><p style=\"text-align: justify;\"><strong>第18名 </strong><a href=\"https://laohu8.com/S/TSM\">台积电 </a> <strong>收高2.79%，成交32亿美元。</strong></p><p style=\"text-align: justify;\">台积电2nm的量产工作会在今年底正式启动，目前两座工厂的2nm产能已经被预订一空，台积电需要额外新建工厂来满足客户需求，这项工程预计需要286亿美元的投资。据悉，苹果、高通、联发科、AMD等多家企业都是台积电2nm工艺的客户，台积电难以满足所有客户的需求，目前苹果拿下了超半数的初始产能，剩下的产能则由其它客户瓜分。按照计划，台积电将在2026年底前把月产量提升至10万片。</p><p style=\"text-align: justify;\">摩根士丹利上调台积电目标股价。</p><p style=\"text-align: justify;\"><strong>第20名 </strong><a href=\"https://laohu8.com/S/GEV\">GE Vernova </a> <strong>收高4.11%，成交28.51亿美元。</strong></p><p style=\"text-align: justify;\">受益于AI数据中心板块反弹以及杰富瑞分析师将其评级上调至“买入”。</p><p style=\"text-align: justify;\">杰富瑞分析师在周四发布的一份研报中写道：“我们上调其构配件至买入。我们对电力业务（燃气定价及服务可见性）和电气化前景更加乐观，但自12月9日分析师日以来股价却出现下跌。目标价上调至815美元，此前为736美元。燃气轮机定价持续带来正面惊喜，服务业务为2030年代中后期提供了清晰的能见度，最终将抵消燃气设备业务的疲软。”</p><p style=\"text-align: justify;\">该目标价略高于FactSet统计的市场一致预期目标价753美元，较GE Vernova周三收盘价溢价约23%。该股2025年迄今已累计上涨近100%。</p><p><br/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"TSLA":"特斯拉","PLTR":"Palantir Technologies Inc.","MU":"美光科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191049562","content_text":"周四美股成交额第1名 特斯拉  收高3.45%，成交458.48亿美元。据媒体周四报道，马斯克上周在xAI位于旧金山的总部召开的全体员工大会上表示，如果公司能够成功度过未来两到三年的关键发展期，xAI将最终在人工智能竞赛中击败所有竞争对手。第2名 英伟达  收高1.87%，成交304.13亿美元。英伟达与美国政府将通过“创世纪使命”计划加大人工智能基础设施建设和研发投入。该公司周四表示，已与美国能源部签署谅解备忘录，概述合作重点以支持加速科学发现。第3名 博通  收高1.18%，成交178.66亿美元。摩根大通预计，2026年数据中心资本开支增速预计将超过50%，较此前30%的预期大幅提升，这意味着明年将新增超过1500亿美元的增量支出，而华尔街预测尚未计入资本支出带来的AI收入上行空间。根据报告，2026年数据中心资本开支增速预计将超过50%，较此前30%的预期大幅提升。这意味着明年将新增超过1500亿美元的增量支出，基本覆盖英伟达、AMD、博通和Marvell等核心AI芯片厂商的预期营收。第4名 美光科技  收高10.21%，成交162.48亿美元。该公司的财报显示其存储芯片需求强劲，且远超市场预期。在面向分析师的财报电话会议上，这家主营计算机及人工智能服务器存储产品的企业表示，数据中心的需求是推动其产品销量增长的核心动力。美光科技预计，到2028年，高带宽存储芯片的潜在总市场规模将达到1000亿美元，年复合增长率高达40%。公司管理层同时将资本支出指引从180亿美元上调至200亿美元。“我们的产品早已全面售罄。”美光科技业务总裁苏米特-萨达纳表示，“目前订单需求缺口巨大，这种供不应求的局面，在可预见的未来还将持续。”美光科技不仅超出华尔街对其第一财季的业绩预期，还给出了超亮眼的业绩指引。第7名Meta Platforms  收高2.30%，成交128.51亿美元。昨日有报道称谷歌联手Meta推进TorchTPU计划挑战英伟达AI芯片地位。该报道称，谷歌推进“TorchTPU”计划，提升TPU运行PyTorch性能，欲削弱英伟达AI计算市场霸主地位，并与Meta合作以降低企业迁移成本。第8名 亚马逊  收高2.48%，成交109.64亿美元。据报道，该公司正洽谈向OpenAI投资超100亿美元，并提供Trainium芯片及AWS算力资源，此举或使OpenAI估值突破5000亿美元，并扩大亚马逊在生成式AI领域的布局。第9名 谷歌-A  收高1.93%，成交97.47亿美元。周四有报道称，与Alphabet旗下谷歌公司相关的某数据中心开发商正计划发行12.8亿美元、五年期的垃圾债券（高收益债），为项目进行部分融资。据知情人士透露，该交易由摩根士丹利领投，债券的定价收益率预计在7.25%左右。此次发行背景是投资者对AI“淘金热”的财务根基愈发感到不安，因为这一领域的扩张很大程度上是依赖借贷驱动的。第10名 Palantir  收高4.74%，成交74.09亿美元。第15名礼来  收高1.45%，成交40.85亿美元。该公司宣布，其口服减肥药orforglipron在一项三期临床试验中显示出优于对照的体重维持效果，适用于此前已使用注射型减肥药（包括公司自身的Zepbound以及诺和诺德（NVO.US）的Wegovy）的肥胖或超重成年人。礼来援引ATTAIN-MAINTAIN试验的顶线数据称，在为期52周的研究中，从Wegovy或Zepbound转换为orforglipron的患者，基本维持了此前通过注射药物获得的减重成果。数据显示，与对照相比，从Wegovy转换的患者体重平均差异为0.9公斤，从Zepbound转换的患者体重平均差异为5.0公斤。第18名 台积电  收高2.79%，成交32亿美元。台积电2nm的量产工作会在今年底正式启动，目前两座工厂的2nm产能已经被预订一空，台积电需要额外新建工厂来满足客户需求，这项工程预计需要286亿美元的投资。据悉，苹果、高通、联发科、AMD等多家企业都是台积电2nm工艺的客户，台积电难以满足所有客户的需求，目前苹果拿下了超半数的初始产能，剩下的产能则由其它客户瓜分。按照计划，台积电将在2026年底前把月产量提升至10万片。摩根士丹利上调台积电目标股价。第20名 GE Vernova  收高4.11%，成交28.51亿美元。受益于AI数据中心板块反弹以及杰富瑞分析师将其评级上调至“买入”。杰富瑞分析师在周四发布的一份研报中写道：“我们上调其构配件至买入。我们对电力业务（燃气定价及服务可见性）和电气化前景更加乐观，但自12月9日分析师日以来股价却出现下跌。目标价上调至815美元，此前为736美元。燃气轮机定价持续带来正面惊喜，服务业务为2030年代中后期提供了清晰的能见度，最终将抵消燃气设备业务的疲软。”该目标价略高于FactSet统计的市场一致预期目标价753美元，较GE Vernova周三收盘价溢价约23%。该股2025年迄今已累计上涨近100%。","news_type":1,"symbols_score_info":{"MU":2,"TSLA":2,"PLTR":2}},"isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":511606243221704,"gmtCreate":1765930825793,"gmtModify":1765935754404,"author":{"id":"4113521397048440","authorId":"4113521397048440","name":"小朋戈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4113521397048440","idStr":"4113521397048440"},"themes":[],"title":"","htmlText":"&nbsp; &nbsp;&nbsp;","listText":"&nbsp; &nbsp;&nbsp;","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511606243221704","repostId":"2592195596","repostType":2,"repost":{"id":"2592195596","kind":"news","pubTimestamp":1765927451,"share":"https://www.laohu8.com/m/news/2592195596?lang=zh_CN&edition=full","pubTime":"2025-12-17 07:24","market":"us","language":"zh","title":"苹果iPhone Air 2将有两大改变：双摄设计＋价格下调","url":"https://stock-news.laohu8.com/highlight/detail?id=2592195596","media":"手机中国","summary":"据外媒报道，苹果正着手从产品配置与定价策略两方面优化iPhone Air 2，以提升该系列的竞争力。目前初代iPhone Air自上市以来，虽然凭借超薄设计和轻量化机身吸引了部分关注，但整体销量表现未达预期，已导致供应链大幅削减生产计划。为弥补产品短板，苹果正在考虑为iPhone Air 2新增第二颗后置摄像头。与此同时，苹果也在评估下调iPhone Air 2的起售价。","content":"<html><body><article><p>【CNMO科技消息】据外媒报道，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>正着手从产品配置与定价策略两方面优化iPhone Air 2，以提升该系列的竞争力。目前初代iPhone Air自上市以来，虽然凭借超薄设计和轻量化机身吸引了部分关注，但整体销量表现未达预期，已导致供应链大幅削减生产计划。</p><img src=\"https://inews.gtimg.com/om_bt/O9pGygE9gM7FbC9IXXO8HizzyZnc5BihZ6ZHIBRVrzqAoAA/0\"/><p>为弥补产品短板，苹果正在考虑为iPhone Air 2新增第二颗后置摄像头。现款iPhone Air仅配备一颗4800万像素融合式主摄，虽通过传感器裁切实现光学品质的2倍变焦效果，但缺乏超广角镜头，在多场景拍摄能力上存在明显局限。知情人士透露，新一代机型极有可能加入超广角镜头，从而构建更完整的影像系统。</p><p>与此同时，苹果也在评估下调iPhone Air 2的起售价。当前iPhone Air在中国市场的起售价为7999元，但其配置相较同价位机型存在一定差距——除单摄外，还采用单扬声器设计、电池续航较短，并缺少部分高端功能。高定价与功能精简之间的落差，被认为是影响消费者购买意愿的关键因素。</p><img src=\"https://inews.gtimg.com/om_bt/OKeGn4jj-g3POch5TEYCltjxzUTEahk-7eyCTw6HHshVMAA/0\"/><p>有分析指出，iPhone Air定位介于标准版与Pro系列之间，主打极致轻薄与时尚外观，但若缺乏核心体验支撑，难以在iPhone 17及iPhone 17 Pro等主力机型的强势销售下突围。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>苹果iPhone Air 2将有两大改变：双摄设计＋价格下调</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{ 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.h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果iPhone Air 2将有两大改变：双摄设计＋价格下调\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-17 07:24 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217072644a4541a22&s=b><strong>手机中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【CNMO科技消息】据外媒报道，苹果正着手从产品配置与定价策略两方面优化iPhone Air 2，以提升该系列的竞争力。目前初代iPhone Air自上市以来，虽然凭借超薄设计和轻量化机身吸引了部分关注，但整体销量表现未达预期，已导致供应链大幅削减生产计划。为弥补产品短板，苹果正在考虑为iPhone Air 2新增第二颗后置摄像头。现款iPhone Air仅配备一颗4800万像素融合式主摄，虽通过...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217072644a4541a22&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","SG9999002232.USD":"Allianz Global High Payout USD","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0079474960.USD":"联博美国增长基金A","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL 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2，以提升该系列的竞争力。目前初代iPhone Air自上市以来，虽然凭借超薄设计和轻量化机身吸引了部分关注，但整体销量表现未达预期，已导致供应链大幅削减生产计划。为弥补产品短板，苹果正在考虑为iPhone Air 2新增第二颗后置摄像头。现款iPhone Air仅配备一颗4800万像素融合式主摄，虽通过传感器裁切实现光学品质的2倍变焦效果，但缺乏超广角镜头，在多场景拍摄能力上存在明显局限。知情人士透露，新一代机型极有可能加入超广角镜头，从而构建更完整的影像系统。与此同时，苹果也在评估下调iPhone Air 2的起售价。当前iPhone Air在中国市场的起售价为7999元，但其配置相较同价位机型存在一定差距——除单摄外，还采用单扬声器设计、电池续航较短，并缺少部分高端功能。高定价与功能精简之间的落差，被认为是影响消费者购买意愿的关键因素。有分析指出，iPhone Air定位介于标准版与Pro系列之间，主打极致轻薄与时尚外观，但若缺乏核心体验支撑，难以在iPhone 17及iPhone 17 Pro等主力机型的强势销售下突围。","news_type":1,"symbols_score_info":{"MACW.SI":0.6,"AAPL":1.95}},"isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}