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Monkey D luffy

Monkey D luffy

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IP属地：上海

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02-25

我也因为我买了特斯拉汽车感到羞耻，马斯克是法西斯

美股异动 | 特斯拉跌超6%，总市值跌破1万亿美元关口

11-17

我也买过小米的路由器，体重秤，音响，都是一年坏，确实垃圾

07-03

猴王

雷军：小米YU7大定数据出来时愣住了，看了好几遍才敢分享

02-24

英伟达没问题的，拿到特朗普死

AI领域迎关键考验！英伟达财报将至，能否重振股价？

10-08

$紫金黄金国际(02259)$ 涨啊，我不想接盘！！

08-14

$Bullish(BLSH)$ 看到大家都没中，我也就放心了

02-26

马斯克这个法西斯必须背锅

万亿美元市值大关失守！马斯克拖累特斯拉股价了吗？

07-05

英伟达 pltr circle

02-26

100 我再卖[龇牙] [龇牙] [龇牙]

01-01

一个没有道德价值观的公司

李彦宏发全员信：技术创新是百度的核心竞争力

11-20

上次听分析师的把我💩都亏出来了

分析师：英伟达业绩惊人，但利好消息都已充分反映在当前股价中

2024-12-21

23 年初就想上车了，奈何没有港卡，现在上车也不晚

09-30

$甲骨文(ORCL)$ 等你再跌跌，企稳了我再买[笑哭] [笑哭] [笑哭] [笑哭]

09-30

分析师都喜欢瞎放屁，上次我准备买甲骨文，分析师说甲骨文太依赖 openAi，不看好，我就没买，后来甲骨文涨了 30%，分析师当笑话听听得了

抱歉，原内容已删除

09-29

$博通(AVGO)$ 大哥，你怎么又高开低走了，别整我

09-18

为什么开始猛砸了

美联储宣布降息25个基点！预测2025年或再降息50个基点

09-11

$Palantir Technologies Inc.(PLTR)$ 你怎么又跌啊

08-13

还没我买的多

世纪建业(00079)购入共800股PLTR股份

08-06

比预期低多了

美国白宫宣布，特朗普将对印度商品额外加征25%关税

去老虎APP查看更多动态

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style=\"background-image:url(https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎資訊 </p>\n<p class=\"h-time\">2025-11-20 09:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>有分析师表示，英伟达第三季度业绩显示，其增长和盈利能力依旧惊人，但并未能揭示这种势头能持续多久。据 2026 财年第三季度报告，公司营收达 570 亿美元，同比增长 62%，其毛利率达到 74%。与此同时，公司正在对众多小型互补型企业进行分大量投资，以争夺更大市场份额并保持投资循环不息。总体而言，企业通常在利润滚滚而来时进行风险投资，但谨慎依然必要的。由于 AI 仍属萌芽阶段，其长期需求本质上难以预测。正如同互联网和电信泡沫所证明的那样，设备兜售商并非不会犯过度乐观的错误。虽然人工智能或许终将证明自己与以往的狂热时期不同，但英伟达近期投资节奏高涨的旋律依然带来熟悉的警示。</p><p>CFRA Research 首席投资策略师 Sam Stovall 表示：“英伟达刚刚打出了一记全垒打。这将让投资者松一口气，因为当前及预期的持续增长表明，其估值或许没有此前担忧的那般虚高。” 投资研究公司 New Constructs 的首席执行官 David Trainer 则表示：“这正是市场需要的强心剂。不过我提醒大家注意的是，所有利好消息都已充分反映在当前股价中。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/92a41d20711c9fa4b2aa3cc62ea62948","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154056305","content_text":"有分析师表示，英伟达第三季度业绩显示，其增长和盈利能力依旧惊人，但并未能揭示这种势头能持续多久。据 2026 财年第三季度报告，公司营收达 570 亿美元，同比增长 62%，其毛利率达到 74%。与此同时，公司正在对众多小型互补型企业进行分大量投资，以争夺更大市场份额并保持投资循环不息。总体而言，企业通常在利润滚滚而来时进行风险投资，但谨慎依然必要的。由于 AI 仍属萌芽阶段，其长期需求本质上难以预测。正如同互联网和电信泡沫所证明的那样，设备兜售商并非不会犯过度乐观的错误。虽然人工智能或许终将证明自己与以往的狂热时期不同，但英伟达近期投资节奏高涨的旋律依然带来熟悉的警示。CFRA Research 首席投资策略师 Sam Stovall 表示：“英伟达刚刚打出了一记全垒打。这将让投资者松一口气，因为当前及预期的持续增长表明，其估值或许没有此前担忧的那般虚高。” 投资研究公司 New Constructs 的首席执行官 David Trainer 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Burry）披露了对<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>的看跌期权并批评了大型科技公司的折旧操作。而Palantir的CEO则在公司今年营收强劲增<span>长和</span><span></span>股价飙升的情况下驳斥了这一做空论点。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：张俊 SF065</p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>大空头伯里与Palantir在人工智能交易上对立</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大空头伯里与Palantir在人工智能交易上对立\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-12 00:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2025-11-12/doc-infxahpp1659477.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>著名大空头迈克尔·伯里（Michael Burry）披露了对Palantir的看跌期权并批评了大型科技公司的折旧操作。而Palantir的CEO则在公司今年营收强劲增长和股价飙升的情况下驳斥了这一做空论点。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-11-12/doc-infxahpp1659477.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161631":"人工智能","BK4547":"WSB热门概念","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","PLTR":"Palantir Technologies Inc.","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","BK4585":"ETF&股票定投概念","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","BK4023":"应用软件","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","BK4588":"碎股","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4543":"AI","BK4613":"AI应用软件"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-11-12/doc-infxahpp1659477.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2582239396","content_text":"著名大空头迈克尔·伯里（Michael Burry）披露了对Palantir的看跌期权并批评了大型科技公司的折旧操作。而Palantir的CEO则在公司今年营收强劲增长和股价飙升的情况下驳斥了这一做空论点。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065","news_type":1,"symbols_score_info":{"161631":1.5,"PLTR":1.5}},"isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493605732094768,"gmtCreate":1761530519979,"gmtModify":1761530522214,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D 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07:00","market":"us","language":"zh","title":"给出100美元目标价！英伟达“唯一的空头”：这不是我第一次看到泡沫","url":"https://stock-news.laohu8.com/highlight/detail?id=2578682591","media":"华尔街见闻","summary":"Seaport Global分析师Jay Goldberg认为，当前英伟达的惊人增长，主要依赖于少数几家科技巨头的巨额资本支出。但巨额投入迄今为止所产生的实际回报非常有限。他认为，这种模式与科网泡沫时期的电信基础设施建设非常相似，当时思科等公司的股价因预期中的互联网流量而飙升，但当预期未能立即兑现时，股价便遭受重创。二十多年后，思科的股价仍未回到2000年的高点。","content":"<html><head></head><body><blockquote><p>Seaport Global分析师Jay Goldberg认为，当前英伟达的惊人增长，主要依赖于少数几家科技巨头的巨额资本支出。但巨额投入迄今为止所产生的实际回报非常有限。这种模式与科网泡沫时期的电信基础设施建设非常相似，“出于很大程度上的心理原因，我们将建起所有这些AI设施。在某个时候，支出将会停止，然后整个体系都会崩溃，我们将迎来一次重置。”</p></blockquote><p style=\"text-align: justify;\">在华尔街对英伟达的狂热追捧中，一位分析师正在逆流而行。</p><p style=\"text-align: justify;\">在覆盖英伟达的80名分析师中，Seaport Global Securities分析师Jay Goldberg给出了唯一的“卖出”评级，并将目标价定在100美元。</p><p style=\"text-align: justify;\">“围绕AI的所有炒作，我都持怀疑态度，” Goldberg在接受彭博采访时表示，“这不是我第一次看到泡沫。”</p><p style=\"text-align: justify;\">他将当前的局面类比为2000年前后的科网泡沫，并警告称，一旦支撑高估值的巨额支出放缓，市场格局可能会迅速逆转。</p><p style=\"text-align: justify;\">这一立场与市场的普遍乐观情绪形成鲜明对比，目前华尔街分析师的平均目标价约为220美元，预示着还有18%的上涨空间。</p><h2 id=\"72ae193f\">历史重演？剑指科网泡沫</h2><p style=\"text-align: justify;\">在Goldberg看来，当前英伟达的惊人增长，主要依赖于少数几家科技巨头的巨额资本支出。微软、Alphabet、亚马逊、Meta、甲骨文以及OpenAI这六家公司正在争相建设AI基础设施，它们的采购需求造就了英伟达高达4.5万亿美元的市值。</p><p style=\"text-align: justify;\">2025年，这五家上市公司预计资本开支将接近4000亿美元，OpenAI也承诺投入逾1万亿美元。</p><p style=\"text-align: justify;\">然而，Goldberg提醒投资者关注这些巨额投入迄今为止所产生的实际回报有多么有限。</p><p style=\"text-align: justify;\">他认为，<strong>这种模式与科网泡沫时期的电信基础设施建设非常相似，当时思科等公司的股价因预期中的互联网流量而飙升，但当预期未能立即兑现时，股价便遭受重创。二十多年后，思科的股价仍未回到2000年的高点。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/23e999d84c827d5663b03bb140b93dff\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">Goldberg警告：</p><blockquote><p style=\"text-align: justify;\">我们现在看到的模式与当时的感觉非常相似。</p><p style=\"text-align: justify;\"><strong>出于很大程度上的心理原因，我们将建起所有这些AI设施。在某个时候，支出将会停止，然后整个体系都会崩溃，我们将迎来一次重置。</strong></p></blockquote><h2 id=\"1d136c37\">电力、杠杆与有限的上行空间</h2><p style=\"text-align: justify;\">除了历史对比，Goldberg还表示，既然市场观点认为英伟达的AI芯片已基本售罄，那么股价进一步上涨的空间来自哪里，这是一个疑问。“上行的驱动因素并不多”。</p><p style=\"text-align: justify;\">Goldberg同时质疑为所有新建数据中心提供增量电力的来源尚未明确。此外，围绕数据中心开发的杠杆正在不断累积：</p><blockquote><p style=\"text-align: justify;\">当你追溯所有这些GPU的去向时，你会深入到“新云”（neoclouds）以及所有正在发生的电力和房地产交易的细节中。</p><p style=\"text-align: justify;\">很容易想见，某个不起眼的公司倒下，就可能引发整个供应链的连锁反应。</p></blockquote><p style=\"text-align: justify;\">值得注意的是，Goldberg的“卖出”评级并非建议投资者做空该股。<strong>他明确表示自己钦佩英伟达及其首席执行官黄仁勋的领导力。在他看来，“卖出”意味着他预计该股的表现将逊于博通、高通和AMD等同行。</strong></p><h2 id=\"ai\">华尔街对AI泡沫的担忧渐增</h2><p style=\"text-align: justify;\">尽管Jay Goldberg是唯一给出“卖出”评级的分析师，但他对AI泡沫的担忧情绪在华尔街并非个例。</p><p style=\"text-align: justify;\">高盛首席执行官David Solomon最近就将当前的AI热潮与科网泡沫时期的狂热进行了比较。</p><p style=\"text-align: justify;\">据美国银行最新的全球基金经理调查显示，认为AI股票存在泡沫的受访者比例创下历史新高。甚至OpenAI的首席执行官Sam Altman在被问及是否存在AI泡沫时，也给出了肯定的回答。这些声音都为Goldberg的逆向思维提供了一定程度的佐证。</p><p style=\"text-align: justify;\"> Goldberg谈到他的看空评级时也表示：</p><blockquote><p style=\"text-align: justify;\"><strong>我没有收到任何一个人反驳我的论点。</strong></p><p style=\"text-align: justify;\"><strong>有人说我太早了……但没有人说我是个疯子。</strong>我想我们都看到了，AI领域存在一些过度繁荣的迹象，虽然英伟达是一家好公司，但它并非不朽。</p></blockquote><h2 id=\"b07d6e0a\">压倒性看涨：“现在仍是早期阶段”</h2><p style=\"text-align: justify;\">尽管Goldberg发出了泡沫警告，但华尔街的主流观点仍然坚定看涨。在80名覆盖英伟达的分析师中，有73人给予了相当于“买入”的评级，另有6人持“持有”看法。</p><p style=\"text-align: justify;\">Clearstead Advisors的高级董事总经理Jim Awad表示：</p><blockquote><p style=\"text-align: justify;\">AI是一个持续多年的代际周期，我们还处于早期阶段，甚至还没到中期。英伟达是其中的重要参与者，它正在为经济和股市提供动力。”该公司持有英伟达股票。</p></blockquote><p style=\"text-align: justify;\">Harding Loevner LP的投资组合经理Moon Surana也表达了类似看法，他认为现在仍处于投资阶段的早期，</p><blockquote><p style=\"text-align: justify;\">目前还没有出现产能过剩的迹象，没有任何GPU处于闲置状态。</p></blockquote><p style=\"text-align: justify;\">市场上最乐观的分析师是汇丰银行的Frank Lee，他最近将英伟达的评级上调至“买入”，目标价高达320美元，理由是AI加速器的市场需求将超越目前最大的几家客户。</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>给出100美元目标价！英伟达“唯一的空头”：这不是我第一次看到泡沫</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{ 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{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给出100美元目标价！英伟达“唯一的空头”：这不是我第一次看到泡沫\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-27 07:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3757915><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Seaport Global分析师Jay Goldberg认为，当前英伟达的惊人增长，主要依赖于少数几家科技巨头的巨额资本支出。但巨额投入迄今为止所产生的实际回报非常有限。这种模式与科网泡沫时期的电信基础设施建设非常相似，“出于很大程度上的心理原因，我们将建起所有这些AI设施。在某个时候，支出将会停止，然后整个体系都会崩溃，我们将迎来一次重置。”在华尔街对英伟达的狂热追捧中，一位分析师正在逆流而行...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3757915\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3757915","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2578682591","content_text":"Seaport Global分析师Jay Goldberg认为，当前英伟达的惊人增长，主要依赖于少数几家科技巨头的巨额资本支出。但巨额投入迄今为止所产生的实际回报非常有限。这种模式与科网泡沫时期的电信基础设施建设非常相似，“出于很大程度上的心理原因，我们将建起所有这些AI设施。在某个时候，支出将会停止，然后整个体系都会崩溃，我们将迎来一次重置。”在华尔街对英伟达的狂热追捧中，一位分析师正在逆流而行。在覆盖英伟达的80名分析师中，Seaport Global Securities分析师Jay Goldberg给出了唯一的“卖出”评级，并将目标价定在100美元。“围绕AI的所有炒作，我都持怀疑态度，” Goldberg在接受彭博采访时表示，“这不是我第一次看到泡沫。”他将当前的局面类比为2000年前后的科网泡沫，并警告称，一旦支撑高估值的巨额支出放缓，市场格局可能会迅速逆转。这一立场与市场的普遍乐观情绪形成鲜明对比，目前华尔街分析师的平均目标价约为220美元，预示着还有18%的上涨空间。历史重演？剑指科网泡沫在Goldberg看来，当前英伟达的惊人增长，主要依赖于少数几家科技巨头的巨额资本支出。微软、Alphabet、亚马逊、Meta、甲骨文以及OpenAI这六家公司正在争相建设AI基础设施，它们的采购需求造就了英伟达高达4.5万亿美元的市值。2025年，这五家上市公司预计资本开支将接近4000亿美元，OpenAI也承诺投入逾1万亿美元。然而，Goldberg提醒投资者关注这些巨额投入迄今为止所产生的实际回报有多么有限。他认为，这种模式与科网泡沫时期的电信基础设施建设非常相似，当时思科等公司的股价因预期中的互联网流量而飙升，但当预期未能立即兑现时，股价便遭受重创。二十多年后，思科的股价仍未回到2000年的高点。Goldberg警告：我们现在看到的模式与当时的感觉非常相似。出于很大程度上的心理原因，我们将建起所有这些AI设施。在某个时候，支出将会停止，然后整个体系都会崩溃，我们将迎来一次重置。电力、杠杆与有限的上行空间除了历史对比，Goldberg还表示，既然市场观点认为英伟达的AI芯片已基本售罄，那么股价进一步上涨的空间来自哪里，这是一个疑问。“上行的驱动因素并不多”。Goldberg同时质疑为所有新建数据中心提供增量电力的来源尚未明确。此外，围绕数据中心开发的杠杆正在不断累积：当你追溯所有这些GPU的去向时，你会深入到“新云”（neoclouds）以及所有正在发生的电力和房地产交易的细节中。很容易想见，某个不起眼的公司倒下，就可能引发整个供应链的连锁反应。值得注意的是，Goldberg的“卖出”评级并非建议投资者做空该股。他明确表示自己钦佩英伟达及其首席执行官黄仁勋的领导力。在他看来，“卖出”意味着他预计该股的表现将逊于博通、高通和AMD等同行。华尔街对AI泡沫的担忧渐增尽管Jay Goldberg是唯一给出“卖出”评级的分析师，但他对AI泡沫的担忧情绪在华尔街并非个例。高盛首席执行官David Solomon最近就将当前的AI热潮与科网泡沫时期的狂热进行了比较。据美国银行最新的全球基金经理调查显示，认为AI股票存在泡沫的受访者比例创下历史新高。甚至OpenAI的首席执行官Sam Altman在被问及是否存在AI泡沫时，也给出了肯定的回答。这些声音都为Goldberg的逆向思维提供了一定程度的佐证。 Goldberg谈到他的看空评级时也表示：我没有收到任何一个人反驳我的论点。有人说我太早了……但没有人说我是个疯子。我想我们都看到了，AI领域存在一些过度繁荣的迹象，虽然英伟达是一家好公司，但它并非不朽。压倒性看涨：“现在仍是早期阶段”尽管Goldberg发出了泡沫警告，但华尔街的主流观点仍然坚定看涨。在80名覆盖英伟达的分析师中，有73人给予了相当于“买入”的评级，另有6人持“持有”看法。Clearstead Advisors的高级董事总经理Jim Awad表示：AI是一个持续多年的代际周期，我们还处于早期阶段，甚至还没到中期。英伟达是其中的重要参与者，它正在为经济和股市提供动力。”该公司持有英伟达股票。Harding Loevner LP的投资组合经理Moon Surana也表达了类似看法，他认为现在仍处于投资阶段的早期，目前还没有出现产能过剩的迹象，没有任何GPU处于闲置状态。市场上最乐观的分析师是汇丰银行的Frank Lee，他最近将英伟达的评级上调至“买入”，目标价高达320美元，理由是AI加速器的市场需求将超越目前最大的几家客户。","news_type":1,"symbols_score_info":{"NVDA":1.5}},"isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490238927282904,"gmtCreate":1760714518086,"gmtModify":1760716069467,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D luffy","avatar":"https://static.tigerbbs.com/031a1e6e44c82b59d1b23f1834926953","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121237239794890","idStr":"4121237239794890"},"themes":[],"htmlText":"那为什么今天跌成屎了","listText":"那为什么今天跌成屎了","text":"那为什么今天跌成屎了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490238927282904","repostId":"2576775464","repostType":2,"repost":{"id":"2576775464","kind":"news","pubTimestamp":1760647634,"share":"https://www.laohu8.com/m/news/2576775464?lang=&edition=full","pubTime":"2025-10-17 04:47","market":"us","language":"zh","title":"甲骨文披露订单已超5000亿美元，预期AI基建毛利率可达35%","url":"https://stock-news.laohu8.com/highlight/detail?id=2576775464","media":"华尔街见闻","summary":"甲骨文在拉斯维加斯年度投资者大会上举例说明，一个为期六年、总收入600亿美元的AI基础设施项目，毛利率可达35%。甲骨文公司首次披露大型AI基础设施项目的利润率预期，缓解了投资者对这项关键新业务盈利能力的担忧。此外甲骨文指出现在剩余履约义务超过5000亿美元，并预计到2030财年营收将达到2250亿美元。在截至今年8月末的2026财年第一财季，甲骨文云业务总收入72亿美元，同比增长28%。","content":"<html><head></head><body><blockquote><p>甲骨文在拉斯维加斯年度投资者大会上举例说明，一个为期六年、总收入600亿美元的AI基础设施项目，毛利率可达35%。此外甲骨文指出现在剩余履约义务（RPO）超过5000亿美元，并预计到2030财年营收将达到2250亿美元。市场对AI基础设施业务盈利能力的信心增强，甲骨文股价收涨超3%，盘中一度上涨近6%。</p></blockquote><p style=\"text-align: justify;\">甲骨文公司首次披露大型AI基础设施项目的利润率预期，缓解了投资者对这项关键新业务盈利能力的担忧。</p><p style=\"text-align: justify;\">10月16日，甲骨文在拉斯维加斯年度投资者大会上以具体案例说明了AI基础设施业务的盈利前景。<strong>一个为期六年、总收入600亿美元的AI基础设施项目，毛利率可达35%。</strong></p><p style=\"text-align: justify;\"><strong>此外甲骨文指出现在剩余履约义务（RPO）超过5000亿美元，并预计到2030财年营收将达到2250亿美元。</strong></p><p style=\"text-align: justify;\">此前，尽管甲骨文与OpenAI、Meta和马斯克旗下xAI等客户签署了大量AI数据中心开发协议，提振了公司估值，但华尔街一直质疑此类业务的盈利性。华尔街上周曾提及，甲骨文部分AI云服务的毛利率仅为14%。</p><p style=\"text-align: justify;\">彭博行业研究分析师Anurag Rana表示：</p><blockquote><p style=\"text-align: justify;\">新披露的数据有助于平息对盈利能力较低的担忧。</p></blockquote><p style=\"text-align: justify;\">这一数据披露后，市场对AI基础设施业务盈利能力的信心增强，甲骨文股价收涨超3%，盘中一度上涨近6%，同时也带动同行业公司CoreWeave股价上扬。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/11668227fe322015488ddabb98ca618b\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"26beafb8\">财报业绩强劲但此前市场存疑</h2><p style=\"text-align: justify;\">甲骨文第一财季业绩强劲，但备受关注的云业务上周被爆利润率逊色，因租用英伟达的先进芯片而面临盈利压力。</p><p style=\"text-align: justify;\">甲骨文上月公布的财报显示强劲的增长动能。在截至今年8月末的2026财年第一财季，甲骨文云业务总收入72亿美元，同比增长28%。当季云基础设施（OCI）业务收入33亿美元，同比增长55%。</p><p style=\"text-align: justify;\">最令市场瞩目的是，<strong>当时甲骨文公布第一财季的剩余履约义务（RPO）、即积压订单价值同比激增359%，增至4550亿美元。</strong>这主要受益于与OpenAI等AI公司签署的大额长期合同。</p><p style=\"text-align: justify;\">但是上周二据媒体报道，甲骨文AI云业务在过去一年中面临多重财务压力。</p><p style=\"text-align: justify;\">在截至8月末的公司上一财季，甲骨文的服务器租赁录得收入9亿美元、毛利1.25亿美元，<strong>相当于每1美元销售额获得0.14美元利润，即毛利率14%。</strong></p><p style=\"text-align: justify;\"><strong>这低于许多非科技零售企业的毛利率，而且远低于甲骨文传统软件业务约70%的整体毛利率。</strong></p><p style=\"text-align: justify;\">据报道在某些情况下，甲骨文因小批量租赁英伟达新旧版本的芯片而录得“相当多”的亏损，<strong>比如上一财季就因租赁英伟达的新版Blackwell架构芯片而亏损近1亿美元。</strong></p></body></html>","source":"wallstreetcn_api","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>甲骨文披露订单已超5000亿美元，预期AI基建毛利率可达35%</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甲骨文披露订单已超5000亿美元，预期AI基建毛利率可达35%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-17 04:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3757338><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>甲骨文在拉斯维加斯年度投资者大会上举例说明，一个为期六年、总收入600亿美元的AI基础设施项目，毛利率可达35%。此外甲骨文指出现在剩余履约义务（RPO）超过5000亿美元，并预计到2030财年营收将达到2250亿美元。市场对AI基础设施业务盈利能力的信心增强，甲骨文股价收涨超3%，盘中一度上涨近6%。甲骨文公司首次披露大型AI基础设施项目的利润率预期，缓解了投资者对这项关键新业务盈利能力的担忧。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3757338\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c35c8a27605936ee42c5dc8842ec36a","relate_stocks":{"ORCL":"甲骨文"},"source_url":"https://wallstreetcn.com/articles/3757338","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2576775464","content_text":"甲骨文在拉斯维加斯年度投资者大会上举例说明，一个为期六年、总收入600亿美元的AI基础设施项目，毛利率可达35%。此外甲骨文指出现在剩余履约义务（RPO）超过5000亿美元，并预计到2030财年营收将达到2250亿美元。市场对AI基础设施业务盈利能力的信心增强，甲骨文股价收涨超3%，盘中一度上涨近6%。甲骨文公司首次披露大型AI基础设施项目的利润率预期，缓解了投资者对这项关键新业务盈利能力的担忧。10月16日，甲骨文在拉斯维加斯年度投资者大会上以具体案例说明了AI基础设施业务的盈利前景。一个为期六年、总收入600亿美元的AI基础设施项目，毛利率可达35%。此外甲骨文指出现在剩余履约义务（RPO）超过5000亿美元，并预计到2030财年营收将达到2250亿美元。此前，尽管甲骨文与OpenAI、Meta和马斯克旗下xAI等客户签署了大量AI数据中心开发协议，提振了公司估值，但华尔街一直质疑此类业务的盈利性。华尔街上周曾提及，甲骨文部分AI云服务的毛利率仅为14%。彭博行业研究分析师Anurag Rana表示：新披露的数据有助于平息对盈利能力较低的担忧。这一数据披露后，市场对AI基础设施业务盈利能力的信心增强，甲骨文股价收涨超3%，盘中一度上涨近6%，同时也带动同行业公司CoreWeave股价上扬。财报业绩强劲但此前市场存疑甲骨文第一财季业绩强劲，但备受关注的云业务上周被爆利润率逊色，因租用英伟达的先进芯片而面临盈利压力。甲骨文上月公布的财报显示强劲的增长动能。在截至今年8月末的2026财年第一财季，甲骨文云业务总收入72亿美元，同比增长28%。当季云基础设施（OCI）业务收入33亿美元，同比增长55%。最令市场瞩目的是，当时甲骨文公布第一财季的剩余履约义务（RPO）、即积压订单价值同比激增359%，增至4550亿美元。这主要受益于与OpenAI等AI公司签署的大额长期合同。但是上周二据媒体报道，甲骨文AI云业务在过去一年中面临多重财务压力。在截至8月末的公司上一财季，甲骨文的服务器租赁录得收入9亿美元、毛利1.25亿美元，相当于每1美元销售额获得0.14美元利润，即毛利率14%。这低于许多非科技零售企业的毛利率，而且远低于甲骨文传统软件业务约70%的整体毛利率。据报道在某些情况下，甲骨文因小批量租赁英伟达新旧版本的芯片而录得“相当多”的亏损，比如上一财季就因租赁英伟达的新版Blackwell架构芯片而亏损近1亿美元。","news_type":1,"symbols_score_info":{"ORCL":1.5}},"isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490217442632040,"gmtCreate":1760709509226,"gmtModify":1760709510956,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D 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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>甲骨文公司债务现已超过5000亿美元</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; 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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甲骨文公司债务现已超过5000亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-17 04:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251017043736a6bd9154&s=b><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>甲骨文 公司债务现已超过5000亿美元。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251017043736a6bd9154&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","ORCL":"甲骨文","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc 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23:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>甲骨文租赁英伟达芯片服务器的毛利率在过去一年平均约为16%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","NVD":"2倍做空NVDA ETF-GraniteShares","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC 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Inc.股价大幅上涨5.05%，引发市场关注。这一大规模合作凸显了CoreWeave在快速增长的AI市场中的关键地位。值得注意的是，CoreWeave不仅与Meta建立了合作关系，还与其他科技巨头保持密切联系。此外，CoreWeave还与支持者英伟达签署了价值63亿美元的初始订单，这些交易进一步巩固了公司在AI基础设施市场的地位。","content":"<p>周一盘中，人工智能基础设施提供商CoreWeave, Inc.（股票代码：CRWV）股价大幅上涨5.05%，引发市场关注。</p>\n\n<p>此次股价上涨主要得益于CoreWeave在人工智能基础设施领域的强劲表现。最新消息显示，该公司与社交媒体巨头Meta签署了一项价值140亿美元的重大协议，为Facebook母公司提供计算能力。这一大规模合作凸显了CoreWeave在快速增长的AI市场中的关键地位。</p>\n\n<p>值得注意的是，CoreWeave不仅与Meta建立了合作关系，还与其他科技巨头保持密切联系。今年3月，公司与OpenAI签订了一份为期5年、价值119亿美元的合同。此外，CoreWeave还与支持者英伟达签署了价值63亿美元的初始订单，这些交易进一步巩固了公司在AI基础设施市场的地位。随着人工智能技术的快速发展和应用范围的不断扩大，CoreWeave作为核心基础设施提供商的价值日益凸显，这也解释了投资者对该公司股票的热情。</p>","source":"ai_movement_cn","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>异动解读 | 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22:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周一盘中，人工智能基础设施提供商CoreWeave, Inc.（股票代码：CRWV）股价大幅上涨5.05%，引发市场关注。</p>\n\n<p>此次股价上涨主要得益于CoreWeave在人工智能基础设施领域的强劲表现。最新消息显示，该公司与社交媒体巨头Meta签署了一项价值140亿美元的重大协议，为Facebook母公司提供计算能力。这一大规模合作凸显了CoreWeave在快速增长的AI市场中的关键地位。</p>\n\n<p>值得注意的是，CoreWeave不仅与Meta建立了合作关系，还与其他科技巨头保持密切联系。今年3月，公司与OpenAI签订了一份为期5年、价值119亿美元的合同。此外，CoreWeave还与支持者英伟达签署了价值63亿美元的初始订单，这些交易进一步巩固了公司在AI基础设施市场的地位。随着人工智能技术的快速发展和应用范围的不断扩大，CoreWeave作为核心基础设施提供商的价值日益凸显，这也解释了投资者对该公司股票的热情。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWV":"CoreWeave, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177135918","content_text":"周一盘中，人工智能基础设施提供商CoreWeave, 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17:55","market":"us","language":"zh","title":"美股“泡沫警报”响起！三大趋势预示1999年狂欢前夜重现","url":"https://stock-news.laohu8.com/highlight/detail?id=2571007048","media":"智通财经网","summary":"一场堪比互联网泡沫的危机正在悄然酝酿。","content":"<html><head></head><body><p>9月29日，尽管就业和房地产市场出现了越来越多的不利迹象，但美国主要股指仍持续上涨。整体经济增长似乎依然强劲。但分析师警告称，一场堪比互联网泡沫的危机正在悄然酝酿。</p><p>美国经济和股市受到巨额且不可持续的财政赤字支出以及人工智能支出爆炸式增长的推动。</p><p>包括亿万富翁基金经理大卫·艾因霍恩在内的人士开始担忧巨额人工智能投资是否会带来回报。《哈佛商业评论》最近也发表了一项研究，对人工智能是否能真正提高生产力提出了质疑。</p><p>在Seeking Alpha撰稿人Bret Jensen看来，当前的经济/市场形势越来越像1999年的情景，也就是2000年初互联网泡沫破裂前的那段时间。</p><p>Jensen强调，当前市场/经济中的三个关键趋势与1999年互联网繁荣末期情况惊人地相似。</p><p><strong>1.估值已变得&#34;疯狂&#34;</strong></p><p>高估值或许是这两个时期最明显的相似之处。<a href=\"https://laohu8.com/S/161125\">标普500</a>信息技术板块的预期市销率达到8.8倍。这远高于互联网繁荣末期的水平，也是有史以来的最高水平。</p><p>标普500信息技术板块的预期市销率</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4ffaf1bdc4807b4aae53f0a2ee646bc\" tg-width=\"640\" tg-height=\"343\"/></p><p>席勒市盈率接近40，这在历史上仅出现过两次，目前略低于1999年达到的水平。据悉，“席勒市盈率”，即周期调整市盈率(CAPE)，剔除通胀因素后用10年的平均盈利来计算市盈率，可以平滑经济周期对估值的影响。过往数据显示，美股CAPE超过25倍就进入“非理性繁荣”的疯狂期。</p><p>席勒市盈率接近40</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68e63da95b846d05d263d250f7157867\" tg-width=\"762\" tg-height=\"373\"/></p><p>另外，股票市值和GDP之比达到历史高位，这一比率也被称为“巴菲特指标”，衡量整个市场的超买程度。</p><p>巴菲特指标达创纪录高位</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce7ffa8cc62c35bb79de217f9865f27f\" tg-width=\"756\" tg-height=\"529\"/></p><p><strong>2.“供应商融资”回归</strong></p><p>年长的投资者可能还记得“供应商融资”曾迅猛增长。在这种模式中，像<a href=\"https://laohu8.com/S/CSCO\">思科</a>(CSCO.US)这样的供应商会在销售的同时，以优惠的条件为购买其设备的客户提供融资服务。</p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)上周宣布，将向OpenAI投资至多1000亿美元，助力这家ChatGPT母公司大规模建设搭载英伟达芯片的数据中心。</p><p>华尔街分析师对这笔交易看法不一。看涨者认为，这进一步证明了人工智能基础设施业务的蓬勃发展。而看跌者则认为，这只是英伟达在帮助一个资金匮乏的客户。</p><p>部分人士还表示，这笔“投资”似乎是换了个幌子的供应商融资。</p><p><strong>3.市场表现分化</strong></p><p>1999年末，<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)是整个股市中价值最高的股票，其市值达到了约6000亿美元。这令人瞩目，但这一数值仅占当时法国年度GDP的约三分之一。</p><p>正如现在一样，互联网繁荣末期市场出现了明显的两极分化，市值排名前十的股票约占整个市场总价值的40%。唯一一家在25年前就位列前十的公司是微软。</p><p>然而，如今英伟达的市值略高于4.3万亿美元，远超英国(3.6万亿美元)和法国(略低于3.2万亿美元)的年度GDP。微软和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)的市值也接近4.3万亿美元。Alphabet (GOOG.US,GOOGL.US)的市值为3万亿美元。</p><p>那么，这次会有所不同吗?</p><p>Seeking Alpha的Jensen表示，FOMO(投资错失恐惧症)、动量、算法交易程序和被动指数投资等因素共同作用，可以让股市在脱离合理估值后持续处于高位。然而，随着时间的推移，高估值难以持续。对于投资者而言，这次的情况并不会有所不同。</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>美股“泡沫警报”响起！三大趋势预示1999年狂欢前夜重现</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“泡沫警报”响起！三大趋势预示1999年狂欢前夜重现\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-29 17:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1350560.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月29日，尽管就业和房地产市场出现了越来越多的不利迹象，但美国主要股指仍持续上涨。整体经济增长似乎依然强劲。但分析师警告称，一场堪比互联网泡沫的危机正在悄然酝酿。美国经济和股市受到巨额且不可持续的财政赤字支出以及人工智能支出爆炸式增长的推动。包括亿万富翁基金经理大卫·艾因霍恩在内的人士开始担忧巨额人工智能投资是否会带来回报。《哈佛商业评论》最近也发表了一项研究，对人工智能是否能真正提高生产力提出...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1350560.html\">Web Link</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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"http://www.zhitongcaijing.com/content/detail/1350560.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2571007048","content_text":"9月29日，尽管就业和房地产市场出现了越来越多的不利迹象，但美国主要股指仍持续上涨。整体经济增长似乎依然强劲。但分析师警告称，一场堪比互联网泡沫的危机正在悄然酝酿。美国经济和股市受到巨额且不可持续的财政赤字支出以及人工智能支出爆炸式增长的推动。包括亿万富翁基金经理大卫·艾因霍恩在内的人士开始担忧巨额人工智能投资是否会带来回报。《哈佛商业评论》最近也发表了一项研究，对人工智能是否能真正提高生产力提出了质疑。在Seeking Alpha撰稿人Bret Jensen看来，当前的经济/市场形势越来越像1999年的情景，也就是2000年初互联网泡沫破裂前的那段时间。Jensen强调，当前市场/经济中的三个关键趋势与1999年互联网繁荣末期情况惊人地相似。1.估值已变得\"疯狂\"高估值或许是这两个时期最明显的相似之处。标普500信息技术板块的预期市销率达到8.8倍。这远高于互联网繁荣末期的水平，也是有史以来的最高水平。标普500信息技术板块的预期市销率席勒市盈率接近40，这在历史上仅出现过两次，目前略低于1999年达到的水平。据悉，“席勒市盈率”，即周期调整市盈率(CAPE)，剔除通胀因素后用10年的平均盈利来计算市盈率，可以平滑经济周期对估值的影响。过往数据显示，美股CAPE超过25倍就进入“非理性繁荣”的疯狂期。席勒市盈率接近40另外，股票市值和GDP之比达到历史高位，这一比率也被称为“巴菲特指标”，衡量整个市场的超买程度。巴菲特指标达创纪录高位2.“供应商融资”回归年长的投资者可能还记得“供应商融资”曾迅猛增长。在这种模式中，像思科(CSCO.US)这样的供应商会在销售的同时，以优惠的条件为购买其设备的客户提供融资服务。英伟达(NVDA.US)上周宣布，将向OpenAI投资至多1000亿美元，助力这家ChatGPT母公司大规模建设搭载英伟达芯片的数据中心。华尔街分析师对这笔交易看法不一。看涨者认为，这进一步证明了人工智能基础设施业务的蓬勃发展。而看跌者则认为，这只是英伟达在帮助一个资金匮乏的客户。部分人士还表示，这笔“投资”似乎是换了个幌子的供应商融资。3.市场表现分化1999年末，微软(MSFT.US)是整个股市中价值最高的股票，其市值达到了约6000亿美元。这令人瞩目，但这一数值仅占当时法国年度GDP的约三分之一。正如现在一样，互联网繁荣末期市场出现了明显的两极分化，市值排名前十的股票约占整个市场总价值的40%。唯一一家在25年前就位列前十的公司是微软。然而，如今英伟达的市值略高于4.3万亿美元，远超英国(3.6万亿美元)和法国(略低于3.2万亿美元)的年度GDP。微软和苹果(AAPL.US)的市值也接近4.3万亿美元。Alphabet (GOOG.US,GOOGL.US)的市值为3万亿美元。那么，这次会有所不同吗?Seeking 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大哥，你怎么又高开低走了，别整我","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/483844244812552","isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481798816408448,"gmtCreate":1758650667798,"gmtModify":1758663056405,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D 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21:53","market":"fut","language":"zh","title":"美股异动｜英伟达跌超2.1%，对OpenAI千亿美元投资引发部分投资者担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=2569151257","media":"格隆汇","summary":"英伟达(NVDA.US)昨日盘中一度涨超4%，股价再创新高，今日盘初跌超2.1%，报179.74美元。\n消息面上，英伟达与OpenAI在周一宣布达成合作，英伟达还将对OpenAI最高投资1000亿美元","content":"<html><body><p>英伟达(NVDA.US)昨日盘中一度涨超4%，股价再创新高，今日盘初跌超2.1%，报179.74美元。\n消息面上，英伟达与OpenAI在周一宣布达成合作，英伟达还将对OpenAI最高投资1000亿美元，并共建AI数据中心。此举引发部分投资者怀疑，英伟达投资OpenAI会否导致其优先向OpenAI提供人工智能芯片，导致英伟达与包括微软、Meta、亚马逊在内的大客户之间的信任基础出现裂痕，而这些公司可能进一步减少对英伟达的依赖。对此，英伟达发布声明强调，对OpenAI投资不会改变公司重点，也不会影响对其他客户的供应；无论是否持有股权，英伟达都会继续把每一位客户放在首位。(格隆汇)</p></body></html>","source":"live_gelonghui","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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href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达(NVDA.US)昨日盘中一度涨超4%，股价再创新高，今日盘初跌超2.1%，报179.74美元。\n消息面上，英伟达与OpenAI在周一宣布达成合作，英伟达还将对OpenAI最高投资1000亿美元，并共建AI数据中心。此举引发部分投资者怀疑，英伟达投资OpenAI会否导致其优先向OpenAI提供人工智能芯片，导致英伟达与包括微软、Meta、亚马逊在内的大客户之间的信任基础出现裂痕，而这些公司...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","NVDX":"2倍做多NVDA ETF-T-Rex","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","NVD":"2倍做空NVDA ETF-GraniteShares","NVDY":"NVDA期权收益策略ETF-YieldMax","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","NVIW.SI":"NVDA 3xLongSG261006","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013425.SGD":"Allianz Income and Growth 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02:00","market":"us","language":"zh","title":"美联储宣布降息25个基点！预测2025年或再降息50个基点","url":"https://stock-news.laohu8.com/highlight/detail?id=1156551145","media":"老虎资讯综合","summary":"美联储宣布下调联邦基金利率25个基点到4.00%至4.25%之间","content":"<html><head></head><body><blockquote><p>美联储时隔9个月以25个基点重启降息，点阵图显示今年还将降息两次。新理事米兰投下反对票，他支持降息50个基点。</p></blockquote><p>9月18日，美国联邦储备委员会（FOMC）于当地时间17日宣布，将联邦基金利率目标区间下调25个基点至4.00%–4.25%，兑现市场预期。这是美联储自2024年12月以来，时隔约九个月再度降息。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3647e5864a83e74b43f418dd1c00db4b\" tg-width=\"1406\" tg-height=\"1544\"/></p><p>最新的“点阵图”显示，美联储官员中位数预计2025年还将再降息50个基点。19位投票官员中，有9人预计将降息两次，2人预计降息一次，6人认为不会再进一步降息。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e19961df419f3f56572d5e78fd5c8512\" title=\"\" tg-width=\"766\" tg-height=\"638\"/></p><p>内部投票中，新任理事 Stephen Miran 投下不同意见票，他支持降息50个基点，而不是25个基点的普遍共识。</p><p>FOMC声明中指出，今年上半年经济增长有所放缓，通胀有所上升，仍处于“略高”水平，维持当前资产负债表缩减步伐。美联储关注双重使命的双方。</p><p>市场反应迅速：美股指数普遍拉升，道琼斯指数上涨约1%，标普500和纳斯达克亦在盘中高点显著回升；金价上涨，再次突破每盎司3700美元。</p><h2 id=\"id_607711235\" style=\"text-align: left;\">利率决议全文</h2><p style=\"text-align: justify;\">最新指标显示，今年上半年经济活动的增长有所放缓。就业增速减慢，失业率略有上升，但仍处于低位。通胀有所回升并依然偏高。</p><p style=\"text-align: justify;\">委员会的目标是实现最大就业和长期2%的通胀。关于经济前景的不确定性依然高企，委员会关注其双重使命面临的风险，并认为就业方面的下行风险有所上升。</p><p style=\"text-align: justify;\">为支持既定目标，并鉴于风险平衡的变化，委员会决定将联邦基金利率目标区间下调25个基点至4%-4.25%。在考虑是否进一步调整联邦基金利率目标区间时，委员会将仔细评估最新数据、前景变化以及风险平衡。委员会将继续缩减其持有的美国国债、机构债务和机构抵押贷款支持证券。委员会坚定致力于支持最大就业并将通胀恢复至2%的目标。</p><p style=\"text-align: justify;\">在评估适当的货币政策立场时，委员会将继续监测最新信息对经济前景的影响。如果出现可能阻碍委员会目标实现的风险，委员会准备适时调整货币政策立场。委员会的评估将综合考虑广泛的信息，包括劳动力市场状况、通胀压力与通胀预期，以及金融和国际动态。</p><p style=\"text-align: justify;\">投票支持本次货币政策行动的有主席杰罗姆·H·鲍威尔（Jerome H. Powell）、副主席约翰·C·威廉姆斯（John C. Williams）、迈克尔·S·巴尔（Michael S. Barr）、米歇尔·W·鲍曼（Michelle W. Bowman）、苏珊·M·柯林斯（Susan M. Collins）、丽莎·D·库克（Lisa D. Cook）、奥斯坦·D·古尔斯比（Austan D. Goolsbee）、菲利普·N·杰斐逊（Philip N. Jefferson）、阿尔贝托·G·穆萨勒姆（Alberto G. Musalem）、杰弗里·R·施密德（Jeffrey R. Schmid）和克里斯托弗·J·沃勒（Christopher J. Waller）。<strong>投票反对的为斯蒂芬·I·米兰（Stephen I. Miran），他倾向于在本次会议上将联邦基金利率目标区间下调50个基点。</strong></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>美联储宣布降息25个基点！预测2025年或再降息50个基点</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美联储宣布降息25个基点！预测2025年或再降息50个基点\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\">2025-09-18 02:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>美联储时隔9个月以25个基点重启降息，点阵图显示今年还将降息两次。新理事米兰投下反对票，他支持降息50个基点。</p></blockquote><p>9月18日，美国联邦储备委员会（FOMC）于当地时间17日宣布，将联邦基金利率目标区间下调25个基点至4.00%–4.25%，兑现市场预期。这是美联储自2024年12月以来，时隔约九个月再度降息。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3647e5864a83e74b43f418dd1c00db4b\" tg-width=\"1406\" tg-height=\"1544\"/></p><p>最新的“点阵图”显示，美联储官员中位数预计2025年还将再降息50个基点。19位投票官员中，有9人预计将降息两次，2人预计降息一次，6人认为不会再进一步降息。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e19961df419f3f56572d5e78fd5c8512\" title=\"\" tg-width=\"766\" tg-height=\"638\"/></p><p>内部投票中，新任理事 Stephen Miran 投下不同意见票，他支持降息50个基点，而不是25个基点的普遍共识。</p><p>FOMC声明中指出，今年上半年经济增长有所放缓，通胀有所上升，仍处于“略高”水平，维持当前资产负债表缩减步伐。美联储关注双重使命的双方。</p><p>市场反应迅速：美股指数普遍拉升，道琼斯指数上涨约1%，标普500和纳斯达克亦在盘中高点显著回升；金价上涨，再次突破每盎司3700美元。</p><h2 id=\"id_607711235\" style=\"text-align: left;\">利率决议全文</h2><p style=\"text-align: justify;\">最新指标显示，今年上半年经济活动的增长有所放缓。就业增速减慢，失业率略有上升，但仍处于低位。通胀有所回升并依然偏高。</p><p style=\"text-align: justify;\">委员会的目标是实现最大就业和长期2%的通胀。关于经济前景的不确定性依然高企，委员会关注其双重使命面临的风险，并认为就业方面的下行风险有所上升。</p><p style=\"text-align: justify;\">为支持既定目标，并鉴于风险平衡的变化，委员会决定将联邦基金利率目标区间下调25个基点至4%-4.25%。在考虑是否进一步调整联邦基金利率目标区间时，委员会将仔细评估最新数据、前景变化以及风险平衡。委员会将继续缩减其持有的美国国债、机构债务和机构抵押贷款支持证券。委员会坚定致力于支持最大就业并将通胀恢复至2%的目标。</p><p style=\"text-align: justify;\">在评估适当的货币政策立场时，委员会将继续监测最新信息对经济前景的影响。如果出现可能阻碍委员会目标实现的风险，委员会准备适时调整货币政策立场。委员会的评估将综合考虑广泛的信息，包括劳动力市场状况、通胀压力与通胀预期，以及金融和国际动态。</p><p style=\"text-align: justify;\">投票支持本次货币政策行动的有主席杰罗姆·H·鲍威尔（Jerome H. Powell）、副主席约翰·C·威廉姆斯（John C. Williams）、迈克尔·S·巴尔（Michael S. Barr）、米歇尔·W·鲍曼（Michelle W. Bowman）、苏珊·M·柯林斯（Susan M. Collins）、丽莎·D·库克（Lisa D. Cook）、奥斯坦·D·古尔斯比（Austan D. Goolsbee）、菲利普·N·杰斐逊（Philip N. Jefferson）、阿尔贝托·G·穆萨勒姆（Alberto G. Musalem）、杰弗里·R·施密德（Jeffrey R. Schmid）和克里斯托弗·J·沃勒（Christopher J. Waller）。<strong>投票反对的为斯蒂芬·I·米兰（Stephen I. Miran），他倾向于在本次会议上将联邦基金利率目标区间下调50个基点。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{".SPX":"S&P 500 Index","QQQ":"纳指100ETF",".DJI":"道琼斯","TQQQ":"纳指三倍做多ETF",".IXIC":"NASDAQ Composite","SPY":"标普500ETF","SQQQ":"纳指三倍做空ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156551145","content_text":"美联储时隔9个月以25个基点重启降息，点阵图显示今年还将降息两次。新理事米兰投下反对票，他支持降息50个基点。9月18日，美国联邦储备委员会（FOMC）于当地时间17日宣布，将联邦基金利率目标区间下调25个基点至4.00%–4.25%，兑现市场预期。这是美联储自2024年12月以来，时隔约九个月再度降息。最新的“点阵图”显示，美联储官员中位数预计2025年还将再降息50个基点。19位投票官员中，有9人预计将降息两次，2人预计降息一次，6人认为不会再进一步降息。内部投票中，新任理事 Stephen Miran 投下不同意见票，他支持降息50个基点，而不是25个基点的普遍共识。FOMC声明中指出，今年上半年经济增长有所放缓，通胀有所上升，仍处于“略高”水平，维持当前资产负债表缩减步伐。美联储关注双重使命的双方。市场反应迅速：美股指数普遍拉升，道琼斯指数上涨约1%，标普500和纳斯达克亦在盘中高点显著回升；金价上涨，再次突破每盎司3700美元。利率决议全文最新指标显示，今年上半年经济活动的增长有所放缓。就业增速减慢，失业率略有上升，但仍处于低位。通胀有所回升并依然偏高。委员会的目标是实现最大就业和长期2%的通胀。关于经济前景的不确定性依然高企，委员会关注其双重使命面临的风险，并认为就业方面的下行风险有所上升。为支持既定目标，并鉴于风险平衡的变化，委员会决定将联邦基金利率目标区间下调25个基点至4%-4.25%。在考虑是否进一步调整联邦基金利率目标区间时，委员会将仔细评估最新数据、前景变化以及风险平衡。委员会将继续缩减其持有的美国国债、机构债务和机构抵押贷款支持证券。委员会坚定致力于支持最大就业并将通胀恢复至2%的目标。在评估适当的货币政策立场时，委员会将继续监测最新信息对经济前景的影响。如果出现可能阻碍委员会目标实现的风险，委员会准备适时调整货币政策立场。委员会的评估将综合考虑广泛的信息，包括劳动力市场状况、通胀压力与通胀预期，以及金融和国际动态。投票支持本次货币政策行动的有主席杰罗姆·H·鲍威尔（Jerome H. Powell）、副主席约翰·C·威廉姆斯（John C. Williams）、迈克尔·S·巴尔（Michael S. Barr）、米歇尔·W·鲍曼（Michelle W. Bowman）、苏珊·M·柯林斯（Susan M. Collins）、丽莎·D·库克（Lisa D. Cook）、奥斯坦·D·古尔斯比（Austan D. Goolsbee）、菲利普·N·杰斐逊（Philip N. Jefferson）、阿尔贝托·G·穆萨勒姆（Alberto G. Musalem）、杰弗里·R·施密德（Jeffrey R. Schmid）和克里斯托弗·J·沃勒（Christopher J. Waller）。投票反对的为斯蒂芬·I·米兰（Stephen I. Miran），他倾向于在本次会议上将联邦基金利率目标区间下调50个基点。","news_type":1,"symbols_score_info":{".IXIC":1,"TQQQ":1,"ESmain":1,".DJI":1,".SPX":1,"QQQ":1,"YMmain":1,"NQmain":1,"SQQQ":1,"SPY":1}},"isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477556588376848,"gmtCreate":1757600723981,"gmtModify":1757600725210,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D luffy","avatar":"https://static.tigerbbs.com/031a1e6e44c82b59d1b23f1834926953","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121237239794890","idStr":"4121237239794890"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 你怎么又跌啊","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 你怎么又跌啊","text":"$Palantir Technologies Inc.(PLTR)$ 你怎么又跌啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/477556588376848","isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3546249304196282","idStr":"3546249304196282"},"content":"cpi的问题，还得拉上去","text":"cpi的问题，还得拉上去","html":"cpi的问题，还得拉上去"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477152951115912,"gmtCreate":1757514452634,"gmtModify":1757514454545,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D luffy","avatar":"https://static.tigerbbs.com/031a1e6e44c82b59d1b23f1834926953","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121237239794890","idStr":"4121237239794890"},"themes":[],"htmlText":"我就是在老虎看到一个啥杯分析师说甲骨文依靠OpenAI增长有限，昨天就没买入","listText":"我就是在老虎看到一个啥杯分析师说甲骨文依靠OpenAI增长有限，昨天就没买入","text":"我就是在老虎看到一个啥杯分析师说甲骨文依靠OpenAI增长有限，昨天就没买入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477152951115912","repostId":"2566601915","repostType":2,"repost":{"id":"2566601915","kind":"news","pubTimestamp":1757509395,"share":"https://www.laohu8.com/m/news/2566601915?lang=&edition=full","pubTime":"2025-09-10 21:03","market":"us","language":"zh","title":"“核爆级”表现引爆股价！甲骨文财报点燃华尔街AI憧憬","url":"https://stock-news.laohu8.com/highlight/detail?id=2566601915","media":"智通财经","summary":"埃里森财富跃升挑战马斯克。","content":"<p>在发布远超预期的季度业绩后，<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>股价迎来历史性大涨，这不仅引发分析师积极反响，也推动了其联合创始人拉里·埃里森个人财富的激增。</p><p><strong>“核爆级”表现引爆股价 分析师纷纷称赞</strong></p><p>周三美股盘前，甲骨文股价暴涨近32%，创下1999年以来最大单日涨幅。引爆股价的关键指标是甲骨文“剩余履约义务”(RPO)的惊人增长——该项衡量未来营收潜力的指标同比暴涨359%，达到4550亿美元。</p><p>Jefferies分析师Brent Thill团队在一份报告中表示：“RPO在第一季度表现抢眼，远超市场预期，这进一步印证了甲骨文业务正加速增长的趋势。”该行维持对甲骨文“买入”评级，并将其目标价从270美元上调至360美元。</p><p>Thill补充道，尽管甲骨文第一财季的云业务业绩略低于预期，且2026财年的业绩指引未作调整，但长期业绩预测显得较为保守，未来有望在分析师会议上上调。</p><p>Thill及其团队称：“甲骨文在盘后交易中市值增加了约1990亿美元，而其季度RPO环比增加了3170亿美元。这意味着，若甲骨文能将RPO转化为实际收入，其股价仍有进一步上涨空间。”</p><p><a href=\"https://laohu8.com/S/EVR\">Evercore</a>维持对甲骨文的“跑赢大盘”评级，并将目标价从270美元上调至340美元。</p><p>由Kirk Materne带领的分析师团队表示，尽管甲骨文第一财季整体业绩基本符合预期，但其甲骨文云基础设施(OCI)的积压订单量加速增长，这才是本次财报的核心亮点，也印证了公司此前关于未来营收及每股收益将加速增长的判断。</p><p>该团队指出：“OCI建设意味着资本支出将有所增加，但我们认为，长期投资者会认可这一权衡——为在下一代AI基础设施领域占据领先地位，短期增加投入是值得的，同时还能收获未来营收与每股收益的加速增长。”</p><p>Materne及其团队补充道，除AI业务外，甲骨文基础设施业务组合的其他板块(包括主权云、多云数据库等)表现也优于市场水平，并且仍是长期增长叙事的核心支撑——尤其是未来三到五年企业AI推理相关的增长潜力。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>维持对甲骨文的“持有观望”评级，目标价为246美元。</p><p>由Keith Weiss牵头的分析师团队表示：“甲骨文第一财季新增订单额高达3320亿美元，这不仅是软件行业有记录以来的最高单季订单量，更标志着公司商业模式正发生根本性转变——向‘数据中心运营商’转型。”</p><p>分析师提到，尽管面临毛利率承压的挑战，但甲骨文未来的每股收益目标仍有望大幅上调。</p><p>Weiss及其团队称，甲骨文的核心业务正迅速向“GPU数据中心运营商”转型，新增的一系列合同使其在该市场占据了主导地位。尽管这些合同的细节披露较少，但甲骨文管理层表示，在本季度已与三家不同客户签订了四份价值数十亿美元的合同。</p><p><strong>埃里森财富激增逼近马斯克 全球首富之位竞争升温</strong></p><p>甲骨文此次股价暴涨还推动埃里森的财富飙升，并使其身家直逼全球首富埃隆·马斯克。</p><p>根据彭博亿万富翁指数显示，埃里森的净资产单日激增700亿美元，达到3640亿美元，与马斯克的3840亿美元仅一步之遥。如果甲骨文在周三股市开盘后仍维持涨势，埃里森将创下该指数有史以来最大的单日财富增长记录。</p><p>今年以来，甲骨文股价已累计上涨45%，而马斯克的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价同期则下跌14%，这使得两位亿万富翁的财富差距持续缩小。</p><p>作为甲骨文董事长兼首席技术官，埃里森的大部分财富与这家软件巨头的股票紧密绑定。而马斯克自2021年首次登顶全球首富后，曾先后被<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的杰夫·贝索斯和LVMH的伯纳德·阿尔诺超越，去年重夺榜首后至今已保持该头衔超300天。此次甲骨文的业绩爆发，使得全球首富之争再度充满悬念。</p>","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>“核爆级”表现引爆股价！甲骨文财报点燃华尔街AI憧憬</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“核爆级”表现引爆股价！甲骨文财报点燃华尔街AI憧憬\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-10 21:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1343804.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在发布远超预期的季度业绩后，甲骨文股价迎来历史性大涨，这不仅引发分析师积极反响，也推动了其联合创始人拉里·埃里森个人财富的激增。“核爆级”表现引爆股价 分析师纷纷称赞周三美股盘前，甲骨文股价暴涨近32%，创下1999年以来最大单日涨幅。引爆股价的关键指标是甲骨文“剩余履约义务”(RPO)的惊人增长——该项衡量未来营收潜力的指标同比暴涨359%，达到4550亿美元。Jefferies分析师Brent...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1343804.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文"},"source_url":"http://www.zhitongcaijing.com/content/detail/1343804.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2566601915","content_text":"在发布远超预期的季度业绩后，甲骨文股价迎来历史性大涨，这不仅引发分析师积极反响，也推动了其联合创始人拉里·埃里森个人财富的激增。“核爆级”表现引爆股价 分析师纷纷称赞周三美股盘前，甲骨文股价暴涨近32%，创下1999年以来最大单日涨幅。引爆股价的关键指标是甲骨文“剩余履约义务”(RPO)的惊人增长——该项衡量未来营收潜力的指标同比暴涨359%，达到4550亿美元。Jefferies分析师Brent Thill团队在一份报告中表示：“RPO在第一季度表现抢眼，远超市场预期，这进一步印证了甲骨文业务正加速增长的趋势。”该行维持对甲骨文“买入”评级，并将其目标价从270美元上调至360美元。Thill补充道，尽管甲骨文第一财季的云业务业绩略低于预期，且2026财年的业绩指引未作调整，但长期业绩预测显得较为保守，未来有望在分析师会议上上调。Thill及其团队称：“甲骨文在盘后交易中市值增加了约1990亿美元，而其季度RPO环比增加了3170亿美元。这意味着，若甲骨文能将RPO转化为实际收入，其股价仍有进一步上涨空间。”Evercore维持对甲骨文的“跑赢大盘”评级，并将目标价从270美元上调至340美元。由Kirk Materne带领的分析师团队表示，尽管甲骨文第一财季整体业绩基本符合预期，但其甲骨文云基础设施(OCI)的积压订单量加速增长，这才是本次财报的核心亮点，也印证了公司此前关于未来营收及每股收益将加速增长的判断。该团队指出：“OCI建设意味着资本支出将有所增加，但我们认为，长期投资者会认可这一权衡——为在下一代AI基础设施领域占据领先地位，短期增加投入是值得的，同时还能收获未来营收与每股收益的加速增长。”Materne及其团队补充道，除AI业务外，甲骨文基础设施业务组合的其他板块(包括主权云、多云数据库等)表现也优于市场水平，并且仍是长期增长叙事的核心支撑——尤其是未来三到五年企业AI推理相关的增长潜力。摩根士丹利维持对甲骨文的“持有观望”评级，目标价为246美元。由Keith Weiss牵头的分析师团队表示：“甲骨文第一财季新增订单额高达3320亿美元，这不仅是软件行业有记录以来的最高单季订单量，更标志着公司商业模式正发生根本性转变——向‘数据中心运营商’转型。”分析师提到，尽管面临毛利率承压的挑战，但甲骨文未来的每股收益目标仍有望大幅上调。Weiss及其团队称，甲骨文的核心业务正迅速向“GPU数据中心运营商”转型，新增的一系列合同使其在该市场占据了主导地位。尽管这些合同的细节披露较少，但甲骨文管理层表示，在本季度已与三家不同客户签订了四份价值数十亿美元的合同。埃里森财富激增逼近马斯克 全球首富之位竞争升温甲骨文此次股价暴涨还推动埃里森的财富飙升，并使其身家直逼全球首富埃隆·马斯克。根据彭博亿万富翁指数显示，埃里森的净资产单日激增700亿美元，达到3640亿美元，与马斯克的3840亿美元仅一步之遥。如果甲骨文在周三股市开盘后仍维持涨势，埃里森将创下该指数有史以来最大的单日财富增长记录。今年以来，甲骨文股价已累计上涨45%，而马斯克的特斯拉股价同期则下跌14%，这使得两位亿万富翁的财富差距持续缩小。作为甲骨文董事长兼首席技术官，埃里森的大部分财富与这家软件巨头的股票紧密绑定。而马斯克自2021年首次登顶全球首富后，曾先后被亚马逊的杰夫·贝索斯和LVMH的伯纳德·阿尔诺超越，去年重夺榜首后至今已保持该头衔超300天。此次甲骨文的业绩爆发，使得全球首富之争再度充满悬念。","news_type":1,"symbols_score_info":{"ORCL":1}},"isVote":1,"tweetType":1,"viewCount":750,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":475452977324880,"gmtCreate":1757081200327,"gmtModify":1757081948464,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D 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三大指数高开，明星科技股多数上涨，博通涨超15%，热门中概股走高","url":"https://stock-news.laohu8.com/highlight/detail?id=1168314589","media":"老虎资讯综合","summary":"三大指数高开，道指涨0.1%，标普500指数涨0.4%，纳指涨0.7%。明星科技股多数上涨，博通涨超16%，甲骨文涨超3%，美光、特斯拉、台积电涨超2%；热门中概股走高，金山云涨超3%，美团、阿里、腾讯涨2%。","content":"<html><head></head><body><p>三大指数高开，道指涨0.1%，标普500指数涨0.4%，纳指涨0.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae955cea789c3c9a786edb7c25e1c1c8\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>明星科技股多数上涨，博通涨超15%，<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>涨超3%，美光、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/TSM\">台积电</a>涨超2%；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9ba1cd4f67411e8517282f1eb6398b5\" title=\"\" tg-width=\"323\" tg-height=\"263\"/></p><p>热门中概股走高，小马智行涨超4%，<a href=\"https://laohu8.com/S/KC\">金山云</a>、禾赛涨超3%，<a href=\"https://laohu8.com/S/MPNGY\">美团</a>、<a href=\"https://laohu8.com/S/BABA\">阿里</a>、好未来、腾讯涨2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5cd06d64686a53776117d5f74ac5cf9\" title=\"\" tg-width=\"316\" tg-height=\"537\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>开盘 | 三大指数高开，明星科技股多数上涨，博通涨超15%，热门中概股走高</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开盘 | 三大指数高开，明星科技股多数上涨，博通涨超15%，热门中概股走高\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\">2025-09-05 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>三大指数高开，道指涨0.1%，标普500指数涨0.4%，纳指涨0.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae955cea789c3c9a786edb7c25e1c1c8\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>明星科技股多数上涨，博通涨超15%，<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>涨超3%，美光、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/TSM\">台积电</a>涨超2%；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9ba1cd4f67411e8517282f1eb6398b5\" title=\"\" tg-width=\"323\" tg-height=\"263\"/></p><p>热门中概股走高，小马智行涨超4%，<a href=\"https://laohu8.com/S/KC\">金山云</a>、禾赛涨超3%，<a href=\"https://laohu8.com/S/MPNGY\">美团</a>、<a href=\"https://laohu8.com/S/BABA\">阿里</a>、好未来、腾讯涨2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5cd06d64686a53776117d5f74ac5cf9\" title=\"\" tg-width=\"316\" tg-height=\"537\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"TSLA":"特斯拉","TCEHY":"腾讯控股ADR","MPNGY":"美团ADR","AVGO":"博通","02525":"禾赛-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168314589","content_text":"三大指数高开，道指涨0.1%，标普500指数涨0.4%，纳指涨0.7%。明星科技股多数上涨，博通涨超15%，甲骨文涨超3%，美光、特斯拉、台积电涨超2%；热门中概股走高，小马智行涨超4%，金山云、禾赛涨超3%，美团、阿里、好未来、腾讯涨2%。","news_type":1,"symbols_score_info":{"TSLA":1.1,"TCEHY":1.1,"AVGO":1.1,"MPNGY":1.1,"02525":1}},"isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":475448256638976,"gmtCreate":1757079905894,"gmtModify":1757079907231,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D luffy","avatar":"https://static.tigerbbs.com/031a1e6e44c82b59d1b23f1834926953","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121237239794890","idStr":"4121237239794890"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 怎么天天高开低走？","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 怎么天天高开低走？","text":"$Palantir Technologies Inc.(PLTR)$ 怎么天天高开低走？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/475448256638976","isVote":1,"tweetType":1,"viewCount":1047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":407467956822232,"gmtCreate":1740498415398,"gmtModify":1740498417725,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D luffy","avatar":"https://static.tigerbbs.com/031a1e6e44c82b59d1b23f1834926953","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121237239794890","idStr":"4121237239794890"},"themes":[],"htmlText":"我也因为我买了特斯拉汽车感到羞耻，马斯克是法西斯","listText":"我也因为我买了特斯拉汽车感到羞耻，马斯克是法西斯","text":"我也因为我买了特斯拉汽车感到羞耻，马斯克是法西斯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/407467956822232","repostId":"2514058632","repostType":2,"repost":{"id":"2514058632","kind":"highlight","pubTimestamp":1740495925,"share":"https://www.laohu8.com/m/news/2514058632?lang=&edition=full","pubTime":"2025-02-25 23:05","market":"sg","language":"zh","title":"美股异动 | 特斯拉跌超6%，总市值跌破1万亿美元关口","url":"https://stock-news.laohu8.com/highlight/detail?id=2514058632","media":"智通财经网","summary":"智通财经APP获悉，1月，特斯拉在欧洲的销量暴跌45%，与之形成鲜明对比的是，其竞争对手的电动汽车销量却出现了显著增长。目前，特斯拉正面临产品迭代与领导人政治立场的双重挑战。在去年的美国大选期间成为特朗普的大金主之一后，马斯克将目光投向了欧洲，支持极右翼政党并抨击现任政府。特斯拉上个月在德国仅注册了1277辆新车，这是自2021年7月以来的最低月度销量。尽管英国电动车市场上月增长了42%，但特斯拉的销量却下滑了近8%。","content":"<html><head></head><body><p>2月25日，特斯拉盘初跌超6%，总市值跌破1万亿美元关口。1月<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在欧洲的销量暴跌45%，与之形成鲜明对比的是，其竞争对手的电动汽车销量却出现了显著增长。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91371629b61babd1e9bcbcbbe7956487\" tg-width=\"458\" tg-height=\"426\"/></p><p>欧洲汽车制造商协会最新数据显示，这家由马斯克领导的电动汽车公司1月欧洲注册量仅为9945辆，远低于上年同期的18161辆。欧洲整体电动车市场则增长37%，其中德国、英国等主要市场均取得了显著增长。</p><p>目前，特斯拉正面临产品迭代与领导人政治立场的双重挑战。作为品牌支柱车型的Model Y正进行产线升级改造，同时其首席执行官马斯克日益激进的政治主张正在影响品牌形象。</p><p>在去年的美国大选期间成为特朗普的大金主之一后，马斯克将目光投向了欧洲，支持极右翼政党并抨击现任政府。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d82fbf83aa602aa1ed3ea9d233a7bce\" title=\"\" tg-width=\"485\" tg-height=\"286\"/></p><p>特斯拉上个月在德国仅注册了1277辆新车，这是自2021年7月以来的最低月度销量。在法国，其销量暴跌63%，创下自2022年8月以来的最差表现。</p><p>此外，特斯拉在英国的新车注册量首次被<a href=\"https://laohu8.com/S/002594\">比亚迪</a>(01211)超越。尽管英国电动车市场上月增长了42%，但特斯拉的销量却下滑了近8%。</p><p>民调机构YouGov于1月中旬在德国和英国进行的民意调查显示，德国和英国的受访者对马斯克的看法普遍不佳，且对其干预两国政治的行为表示不满。1月9日，马斯克在其社交平台X直播对话德国选择党党魁爱丽丝·魏德尔(Alice Weidel)，试图为这个反移民、亲俄政党造势，该党在近期选举中位居次席。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e4d2bbb53af1828d00aa02aa5332cc6\" title=\"\" tg-width=\"492\" tg-height=\"253\"/></p><p>在1月下旬的德国选择党集会上，马斯克更是呼吁德国人为自己的文化和价值观感到自豪，不要过度关注过去的罪行，相关言论恰逢奥斯维辛集中营解放80周年纪念日前夕，引发舆论哗然。</p><p>上月，马斯克还呼吁监禁英国首相基尔·斯塔默，同时主张释放被监禁的极右翼活动人士。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d34561c44ee8ad0e4ced53f274d4e13\" title=\"\" tg-width=\"474\" tg-height=\"277\"/></p><p>另一方面，特斯拉在部分市场可能面临库存短缺的问题，这与其去年年底全力推动销售有关。Model Y生产线的改造也可能影响了1月的注册量。</p><p>首席财务官Vaibhav Taneja在上个月的季度财报电话会议上警告称，Model Y产线改造将造成数周生产停滞。据了解，该公司在全球四个工厂生产Model Y，包括柏林郊外的工厂。</p><p>值得关注的是，在欧洲，以大众汽车(VWAGY.US)、Stellantis(STLA.US)和<a href=\"https://laohu8.com/S/0NQF.UK\">雷诺</a>(RNLSY.US)为首的竞争对手也面临着更大的监管压力，需要在2025年前销售更多电动车。欧盟自2025年起实施的碳排放新规正重塑竞争格局，传统车企面临双重压力：既要满足今年更严苛的二氧化碳排放标准，又需在2035年前实现英国市场零排放车型销售占比的稳步提升。</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>美股异动 | 特斯拉跌超6%，总市值跌破1万亿美元关口</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美股异动 | 特斯拉跌超6%，总市值跌破1万亿美元关口\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-25 23:05 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1253921.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月25日，特斯拉盘初跌超6%，总市值跌破1万亿美元关口。1月特斯拉在欧洲的销量暴跌45%，与之形成鲜明对比的是，其竞争对手的电动汽车销量却出现了显著增长。欧洲汽车制造商协会最新数据显示，这家由马斯克领导的电动汽车公司1月欧洲注册量仅为9945辆，远低于上年同期的18161辆。欧洲整体电动车市场则增长37%，其中德国、英国等主要市场均取得了显著增长。目前，特斯拉正面临产品迭代与领导人政治立场的双重...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1253921.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/968c7f56416ea450ba452ed25e324d2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://www.zhitongcaijing.com/content/detail/1253921.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2514058632","content_text":"2月25日，特斯拉盘初跌超6%，总市值跌破1万亿美元关口。1月特斯拉在欧洲的销量暴跌45%，与之形成鲜明对比的是，其竞争对手的电动汽车销量却出现了显著增长。欧洲汽车制造商协会最新数据显示，这家由马斯克领导的电动汽车公司1月欧洲注册量仅为9945辆，远低于上年同期的18161辆。欧洲整体电动车市场则增长37%，其中德国、英国等主要市场均取得了显著增长。目前，特斯拉正面临产品迭代与领导人政治立场的双重挑战。作为品牌支柱车型的Model Y正进行产线升级改造，同时其首席执行官马斯克日益激进的政治主张正在影响品牌形象。在去年的美国大选期间成为特朗普的大金主之一后，马斯克将目光投向了欧洲，支持极右翼政党并抨击现任政府。特斯拉上个月在德国仅注册了1277辆新车，这是自2021年7月以来的最低月度销量。在法国，其销量暴跌63%，创下自2022年8月以来的最差表现。此外，特斯拉在英国的新车注册量首次被比亚迪(01211)超越。尽管英国电动车市场上月增长了42%，但特斯拉的销量却下滑了近8%。民调机构YouGov于1月中旬在德国和英国进行的民意调查显示，德国和英国的受访者对马斯克的看法普遍不佳，且对其干预两国政治的行为表示不满。1月9日，马斯克在其社交平台X直播对话德国选择党党魁爱丽丝·魏德尔(Alice Weidel)，试图为这个反移民、亲俄政党造势，该党在近期选举中位居次席。在1月下旬的德国选择党集会上，马斯克更是呼吁德国人为自己的文化和价值观感到自豪，不要过度关注过去的罪行，相关言论恰逢奥斯维辛集中营解放80周年纪念日前夕，引发舆论哗然。上月，马斯克还呼吁监禁英国首相基尔·斯塔默，同时主张释放被监禁的极右翼活动人士。另一方面，特斯拉在部分市场可能面临库存短缺的问题，这与其去年年底全力推动销售有关。Model Y生产线的改造也可能影响了1月的注册量。首席财务官Vaibhav Taneja在上个月的季度财报电话会议上警告称，Model Y产线改造将造成数周生产停滞。据了解，该公司在全球四个工厂生产Model Y，包括柏林郊外的工厂。值得关注的是，在欧洲，以大众汽车(VWAGY.US)、Stellantis(STLA.US)和雷诺(RNLSY.US)为首的竞争对手也面临着更大的监管压力，需要在2025年前销售更多电动车。欧盟自2025年起实施的碳排放新规正重塑竞争格局，传统车企面临双重压力：既要满足今年更严苛的二氧化碳排放标准，又需在2035年前实现英国市场零排放车型销售占比的稳步提升。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":3716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501066499743952,"gmtCreate":1763371448678,"gmtModify":1763371569630,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D 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20:24","market":"hk","language":"zh","title":"雷军：小米YU7大定数据出来时愣住了，看了好几遍才敢分享","url":"https://stock-news.laohu8.com/highlight/detail?id=1138170483","media":"老虎资讯综合","summary":"创造了中国汽车工业的奇迹。","content":"<html><head></head><body><p>7月2日，雷军举行返场直播，畅聊16款产品背后的故事。</p><p>对于小米YU7上线即爆单的情况，雷军表示，“看到（三分钟）大定数据的第一时间我都愣住了，看了好几遍才跟现场的人分享。三分钟大定20万单，一小时大定28.9万单，这个数字绝对创造了中国汽车工业的奇迹，所以大家都非常震惊。”（新浪科技）</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>雷军：小米YU7大定数据出来时愣住了，看了好几遍才敢分享</title>\n<style 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20:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月2日，雷军举行返场直播，畅聊16款产品背后的故事。</p><p>对于小米YU7上线即爆单的情况，雷军表示，“看到（三分钟）大定数据的第一时间我都愣住了，看了好几遍才跟现场的人分享。三分钟大定20万单，一小时大定28.9万单，这个数字绝对创造了中国汽车工业的奇迹，所以大家都非常震惊。”（新浪科技）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/86eaa8565a3430191eb6cda01c42ee72","relate_stocks":{"01810":"小米集团-W","XIACY":"小米集团ADR"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138170483","content_text":"7月2日，雷军举行返场直播，畅聊16款产品背后的故事。对于小米YU7上线即爆单的情况，雷军表示，“看到（三分钟）大定数据的第一时间我都愣住了，看了好几遍才跟现场的人分享。三分钟大定20万单，一小时大定28.9万单，这个数字绝对创造了中国汽车工业的奇迹，所以大家都非常震惊。”（新浪科技）","news_type":1,"symbols_score_info":{"XIACY":1.1,"01810":1.1}},"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407069372437144,"gmtCreate":1740400469892,"gmtModify":1740401877817,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey 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10:56","market":"us","language":"zh","title":"AI领域迎关键考验！英伟达财报将至，能否重振股价？","url":"https://stock-news.laohu8.com/highlight/detail?id=1127029152","media":"老虎资讯综合","summary":"2月24日，$英伟达$的财报将成为人工智能投资交易的关键考验，尤其是在该股年初表现不佳的情况下。期权市场预测，在英伟达发布第四季度财报时，股价将可能波动7%。自年初以来，股价仅上涨了0.9%，而过去一个月下跌了3.9%。对于寻找如何应对英伟达财报的投资者来说，这次财报可能会在人工智能领域的其他交易中带来机会。英伟达计划在2月26日星期三市场收盘后发布财报，预计收入将同比增长73%，相比去年265%的增长，增速明显放缓。","content":"<html><head></head><body><p>2月24日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的财报将成为人工智能投资交易的关键考验，尤其是在该股年初表现不佳的情况下。但即便这家芯片巨头超越了华尔街的高预期，股价是否能恢复失去的动能仍然无法保证。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe8fed23ab27fcfab06288048ee3047b\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>事实上，未来的道路可能会充满波动，因为中国AI初创公司DeepSeek的担忧、增长放缓以及出口限制等问题仍然可能对股价构成压力。这促使华尔街向市场发出明确信号：做好迎接剧烈波动的准备。</p><p>雷蒙德·詹姆斯（Raymond James）首席市场策略师马特·奥尔顿（Matt Orton）在接受雅虎财经采访时表示：“我们预计将会有显著的波动……我们每次都看到了这种情况。”</p><p>期权市场预测，在英伟达发布第四季度财报时，股价将可能波动7%。相比于最近几个季度，这是一个较为温和的反应，但仍然是一个巨大的数字——相当于约2300亿美元的市值波动。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74573021a3e3d5b7940540e1ef1ba296\" title=\"\" tg-width=\"739\" tg-height=\"639\"/></p><p>专业人士警告，这一季度的不同之处在于，波动性可能会持续更长时间。</p><p>BayCrest股票衍生品管理总监大卫·布尔（David Boole）告诉我，财报发布后一个月内，股价可能会继续经历过山车般的波动，因为一些投资者已经在DeepSeek引发的抛售后逢低买入，而其他被吓到的投资者可能对财报结果感到不满意。</p><p>与此同时，英伟达曾经强劲的增长势头已经放缓。自年初以来，股价仅上涨了0.9%，而过去一个月下跌了3.9%。这与2024年公司股价飙升171%，并占据标准普尔500指数年初以来涨幅超过22%的情况相比，增长显著放缓。</p><p>这家芯片巨头已不再是标准普尔500指数的最大贡献者。Meta（META）现在位居第一，贡献了基准指数13%的年初至今涨幅，而英伟达则为5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6e78c2594bc9ef3857b2c963af5f510\" title=\"\" tg-width=\"633\" tg-height=\"730\"/></p><p>尽管短期存在不确定性，华尔街的许多分析师仍然对英伟达的长期前景保持看好，正如雅虎财经执行编辑布莱恩·索齐（Brian Sozzi）所指出的。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>的维韦克·阿雅（Vivek Arya）警告称，英伟达在本季度可能会面临来自Blackwell过渡、Hopper下降和中国出口限制的逆风，但随后公司仍然有强劲的长期前景。</p><p>“财报发布后，股价可能会出现波动，但我们预计，随着投资者期待英伟达引领的新产品线（如GB300、Rubin）和在即将举行的GTC大会（3月17日）上，英伟达在<a href=\"https://laohu8.com/S/300024\">机器人</a>和量子技术领域的市场扩展，股价将恢复正面动能，”阿雅在近期的客户报告中写道。</p><p>对于寻找如何应对英伟达财报的投资者来说，这次财报可能会在人工智能领域的其他交易中带来机会。雷蒙德·詹姆斯的马特·奥尔顿推荐了软件和网络安全股票，称它们是AI“下一阶段”的最佳投资。</p><p>“你需要消化英伟达带来的任何波动，并看看还能把钱投到哪里……因为在短期内，这个市场依然波动较大，”奥尔顿补充道。</p><p>“我们已经看到了软件与其他所有AI领域的分化，尤其是在DeepSeek新闻发布后。我依然看好软件领域，特别是网络安全，因为黑客攻击的次数增加，且企业层面的投资仍在持续。”</p><p>英伟达计划在2月26日星期三市场收盘后发布财报，预计收入将同比增长73%，相比去年265%的增长，增速明显放缓。</p><p><em>文章编译自 Yahoo finance 《Nvidia earnings: Why investors should brace for more volatility》</em></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>AI领域迎关键考验！英伟达财报将至，能否重振股价？</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\">\nAI领域迎关键考验！英伟达财报将至，能否重振股价？\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\">2025-02-24 10:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月24日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的财报将成为人工智能投资交易的关键考验，尤其是在该股年初表现不佳的情况下。但即便这家芯片巨头超越了华尔街的高预期，股价是否能恢复失去的动能仍然无法保证。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe8fed23ab27fcfab06288048ee3047b\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>事实上，未来的道路可能会充满波动，因为中国AI初创公司DeepSeek的担忧、增长放缓以及出口限制等问题仍然可能对股价构成压力。这促使华尔街向市场发出明确信号：做好迎接剧烈波动的准备。</p><p>雷蒙德·詹姆斯（Raymond James）首席市场策略师马特·奥尔顿（Matt Orton）在接受雅虎财经采访时表示：“我们预计将会有显著的波动……我们每次都看到了这种情况。”</p><p>期权市场预测，在英伟达发布第四季度财报时，股价将可能波动7%。相比于最近几个季度，这是一个较为温和的反应，但仍然是一个巨大的数字——相当于约2300亿美元的市值波动。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74573021a3e3d5b7940540e1ef1ba296\" title=\"\" tg-width=\"739\" tg-height=\"639\"/></p><p>专业人士警告，这一季度的不同之处在于，波动性可能会持续更长时间。</p><p>BayCrest股票衍生品管理总监大卫·布尔（David Boole）告诉我，财报发布后一个月内，股价可能会继续经历过山车般的波动，因为一些投资者已经在DeepSeek引发的抛售后逢低买入，而其他被吓到的投资者可能对财报结果感到不满意。</p><p>与此同时，英伟达曾经强劲的增长势头已经放缓。自年初以来，股价仅上涨了0.9%，而过去一个月下跌了3.9%。这与2024年公司股价飙升171%，并占据标准普尔500指数年初以来涨幅超过22%的情况相比，增长显著放缓。</p><p>这家芯片巨头已不再是标准普尔500指数的最大贡献者。Meta（META）现在位居第一，贡献了基准指数13%的年初至今涨幅，而英伟达则为5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6e78c2594bc9ef3857b2c963af5f510\" title=\"\" tg-width=\"633\" tg-height=\"730\"/></p><p>尽管短期存在不确定性，华尔街的许多分析师仍然对英伟达的长期前景保持看好，正如雅虎财经执行编辑布莱恩·索齐（Brian Sozzi）所指出的。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>的维韦克·阿雅（Vivek Arya）警告称，英伟达在本季度可能会面临来自Blackwell过渡、Hopper下降和中国出口限制的逆风，但随后公司仍然有强劲的长期前景。</p><p>“财报发布后，股价可能会出现波动，但我们预计，随着投资者期待英伟达引领的新产品线（如GB300、Rubin）和在即将举行的GTC大会（3月17日）上，英伟达在<a href=\"https://laohu8.com/S/300024\">机器人</a>和量子技术领域的市场扩展，股价将恢复正面动能，”阿雅在近期的客户报告中写道。</p><p>对于寻找如何应对英伟达财报的投资者来说，这次财报可能会在人工智能领域的其他交易中带来机会。雷蒙德·詹姆斯的马特·奥尔顿推荐了软件和网络安全股票，称它们是AI“下一阶段”的最佳投资。</p><p>“你需要消化英伟达带来的任何波动，并看看还能把钱投到哪里……因为在短期内，这个市场依然波动较大，”奥尔顿补充道。</p><p>“我们已经看到了软件与其他所有AI领域的分化，尤其是在DeepSeek新闻发布后。我依然看好软件领域，特别是网络安全，因为黑客攻击的次数增加，且企业层面的投资仍在持续。”</p><p>英伟达计划在2月26日星期三市场收盘后发布财报，预计收入将同比增长73%，相比去年265%的增长，增速明显放缓。</p><p><em>文章编译自 Yahoo finance 《Nvidia earnings: Why investors should brace for more volatility》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BQXX3F31.USD":"GUINNESS 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ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127029152","content_text":"2月24日，英伟达的财报将成为人工智能投资交易的关键考验，尤其是在该股年初表现不佳的情况下。但即便这家芯片巨头超越了华尔街的高预期，股价是否能恢复失去的动能仍然无法保证。事实上，未来的道路可能会充满波动，因为中国AI初创公司DeepSeek的担忧、增长放缓以及出口限制等问题仍然可能对股价构成压力。这促使华尔街向市场发出明确信号：做好迎接剧烈波动的准备。雷蒙德·詹姆斯（Raymond James）首席市场策略师马特·奥尔顿（Matt Orton）在接受雅虎财经采访时表示：“我们预计将会有显著的波动……我们每次都看到了这种情况。”期权市场预测，在英伟达发布第四季度财报时，股价将可能波动7%。相比于最近几个季度，这是一个较为温和的反应，但仍然是一个巨大的数字——相当于约2300亿美元的市值波动。专业人士警告，这一季度的不同之处在于，波动性可能会持续更长时间。BayCrest股票衍生品管理总监大卫·布尔（David Boole）告诉我，财报发布后一个月内，股价可能会继续经历过山车般的波动，因为一些投资者已经在DeepSeek引发的抛售后逢低买入，而其他被吓到的投资者可能对财报结果感到不满意。与此同时，英伟达曾经强劲的增长势头已经放缓。自年初以来，股价仅上涨了0.9%，而过去一个月下跌了3.9%。这与2024年公司股价飙升171%，并占据标准普尔500指数年初以来涨幅超过22%的情况相比，增长显著放缓。这家芯片巨头已不再是标准普尔500指数的最大贡献者。Meta（META）现在位居第一，贡献了基准指数13%的年初至今涨幅，而英伟达则为5%。尽管短期存在不确定性，华尔街的许多分析师仍然对英伟达的长期前景保持看好，正如雅虎财经执行编辑布莱恩·索齐（Brian Sozzi）所指出的。美国银行的维韦克·阿雅（Vivek Arya）警告称，英伟达在本季度可能会面临来自Blackwell过渡、Hopper下降和中国出口限制的逆风，但随后公司仍然有强劲的长期前景。“财报发布后，股价可能会出现波动，但我们预计，随着投资者期待英伟达引领的新产品线（如GB300、Rubin）和在即将举行的GTC大会（3月17日）上，英伟达在机器人和量子技术领域的市场扩展，股价将恢复正面动能，”阿雅在近期的客户报告中写道。对于寻找如何应对英伟达财报的投资者来说，这次财报可能会在人工智能领域的其他交易中带来机会。雷蒙德·詹姆斯的马特·奥尔顿推荐了软件和网络安全股票，称它们是AI“下一阶段”的最佳投资。“你需要消化英伟达带来的任何波动，并看看还能把钱投到哪里……因为在短期内，这个市场依然波动较大，”奥尔顿补充道。“我们已经看到了软件与其他所有AI领域的分化，尤其是在DeepSeek新闻发布后。我依然看好软件领域，特别是网络安全，因为黑客攻击的次数增加，且企业层面的投资仍在持续。”英伟达计划在2月26日星期三市场收盘后发布财报，预计收入将同比增长73%，相比去年265%的增长，增速明显放缓。文章编译自 Yahoo finance 《Nvidia earnings: Why investors should brace for more volatility》","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":1159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486894357492608,"gmtCreate":1759899774382,"gmtModify":1759899776197,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D 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start;\">此次下跌后，特斯拉股价较12月17日创下的历史收盘高点（略低于480美元）已下跌超35%。不过，截至周二交易前，该股过去12个月仍累计上涨约72%。</p><h2 id=\"id_938127226\">销售数据可能是此次股价下跌最直接的诱因。</h2><p style=\"text-align: start;\">欧洲市场的形势尤为严峻。欧洲汽车制造商协会数据显示，特斯拉1月售出9945辆汽车，同比下降45%。同期欧洲整体纯电动车销量增长37%。</p><p style=\"text-align: start;\">中国乘用车市场信息联席会数据显示，特斯拉1月在华销量同比下降约15%。</p><p style=\"text-align: start;\">自由资本市场分析师迈克·沃德追踪的数据显示，特斯拉1月在美国售出约4.2万辆汽车，同比下降约13%。</p><p style=\"text-align: start;\">美国纯电动车总销量同比增长约15%。据沃德汽车统计，特斯拉在美国纯电动车市场的份额从2024年1月的约59%降至2025年1月的约45%。</p><p style=\"text-align: start;\">多重下滑因素叠加，使本季度面临严峻挑战。华尔街目前预计特斯拉第一季度交付量在42万至43万辆之间。FactSet数据显示，年初这一预期数字曾接近47万辆。</p><p style=\"text-align: start;\">尽管数据令人担忧，但特斯拉市场份额环比有所上升。该公司12月在美国售出约5.5万辆汽车，占当月美国纯电动车总销量的41%。</p><p style=\"text-align: start;\">特斯拉2024年第一季度交付量约为38.7万辆，因此华尔街仍预期增长，尽管这可能过于乐观。</p><p style=\"text-align: start;\">销量放缓存在多个潜在因素。首先是常规季节性波动——1月通常是全年新车销售最淡的月份。单月疲软未必预示整个季度或全年表现。</p><p style=\"text-align: start;\">其次，特斯拉正进行车型更新，其最畅销车型Model Y的新版本近期上市。产品换代期往往导致消费者持币待购，影响销量。</p><p style=\"text-align: start;\">第三则是CEO马斯克日益活跃的政治活动，这可能疏远特斯拉传统的核心客户群——具有环保意识的欧美消费者。</p><p style=\"text-align: start;\">Gerber Kawasaki CEO罗斯·格伯认为&#34;特斯拉品牌已受损&#34;。但未来基金主动型ETF联合创始人加里·布莱克认为品牌损伤并非永久性。</p><p style=\"text-align: start;\">布莱克周末在X平台发文称：&#34;特斯拉的卓越产品、即将推出的平价新车型（我认为将采用新形态并扩大市场覆盖），以及完全自动驾驶的前景，将推动销量增长。&#34;</p><p style=\"text-align: start;\">自动驾驶功能确实有助于提振销量和股价。特斯拉计划今年晚些时候在美国推出自动驾驶出租车服务。据彭博社报道，该公司还准备在中国上线&#34;全自动驾驶&#34;。</p><p style=\"text-align: start;\">这些利好本该支撑股价，但投资者显然已失去耐心，不愿等待预期落地。</p><p><em>文章源自Barron&#39;s《Tesla Slips Below $1 Trillion Market Value. Is Musk Hurting the Stock?》</em></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>万亿美元市值大关失守！马斯克拖累特斯拉股价了吗？</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; 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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万亿美元市值大关失守！马斯克拖累特斯拉股价了吗？\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\">2025-02-26 08:49</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;\">特斯拉股价周二大幅下挫，市值跌破1万亿美元。投资者正在消化年初的销售数据——这些波动可能只是随机现象，但也可能意味着CEO埃隆·马斯克参与白宫政治的活动正在让客户望而却步。</p><p style=\"text-align: start;\">现在下结论还为时过早，但数据确实不容乐观。投资者似乎已无法忍受：他们选择抛售股票，而非等待新车型和自动驾驶功能带来的预期改善。</p><p style=\"text-align: start;\">特斯拉股价周二暴跌逾8%，收于302.80美元；标普500指数下跌0.5%，道琼斯工业平均指数上涨0.4%。</p><p></p><p><img src=\"https://community-static.tradeup.com/news/56dad3c7569b3d45642abc71a3d32f16\" alt=\"\"/></p><p style=\"text-align: start;\">特斯拉股价最低跌至297.25美元。当前股价使这家汽车制造商的市值低于1万亿美元。若要维持这一门槛，其股价需保持在约311美元。特斯拉流通股约为32亿股（不含马斯克持有的期权）。</p><p style=\"text-align: start;\">此次下跌后，特斯拉股价较12月17日创下的历史收盘高点（略低于480美元）已下跌超35%。不过，截至周二交易前，该股过去12个月仍累计上涨约72%。</p><h2 id=\"id_938127226\">销售数据可能是此次股价下跌最直接的诱因。</h2><p style=\"text-align: start;\">欧洲市场的形势尤为严峻。欧洲汽车制造商协会数据显示，特斯拉1月售出9945辆汽车，同比下降45%。同期欧洲整体纯电动车销量增长37%。</p><p style=\"text-align: start;\">中国乘用车市场信息联席会数据显示，特斯拉1月在华销量同比下降约15%。</p><p style=\"text-align: start;\">自由资本市场分析师迈克·沃德追踪的数据显示，特斯拉1月在美国售出约4.2万辆汽车，同比下降约13%。</p><p style=\"text-align: start;\">美国纯电动车总销量同比增长约15%。据沃德汽车统计，特斯拉在美国纯电动车市场的份额从2024年1月的约59%降至2025年1月的约45%。</p><p style=\"text-align: start;\">多重下滑因素叠加，使本季度面临严峻挑战。华尔街目前预计特斯拉第一季度交付量在42万至43万辆之间。FactSet数据显示，年初这一预期数字曾接近47万辆。</p><p style=\"text-align: start;\">尽管数据令人担忧，但特斯拉市场份额环比有所上升。该公司12月在美国售出约5.5万辆汽车，占当月美国纯电动车总销量的41%。</p><p style=\"text-align: start;\">特斯拉2024年第一季度交付量约为38.7万辆，因此华尔街仍预期增长，尽管这可能过于乐观。</p><p style=\"text-align: start;\">销量放缓存在多个潜在因素。首先是常规季节性波动——1月通常是全年新车销售最淡的月份。单月疲软未必预示整个季度或全年表现。</p><p style=\"text-align: start;\">其次，特斯拉正进行车型更新，其最畅销车型Model Y的新版本近期上市。产品换代期往往导致消费者持币待购，影响销量。</p><p style=\"text-align: start;\">第三则是CEO马斯克日益活跃的政治活动，这可能疏远特斯拉传统的核心客户群——具有环保意识的欧美消费者。</p><p style=\"text-align: start;\">Gerber Kawasaki CEO罗斯·格伯认为&#34;特斯拉品牌已受损&#34;。但未来基金主动型ETF联合创始人加里·布莱克认为品牌损伤并非永久性。</p><p style=\"text-align: start;\">布莱克周末在X平台发文称：&#34;特斯拉的卓越产品、即将推出的平价新车型（我认为将采用新形态并扩大市场覆盖），以及完全自动驾驶的前景，将推动销量增长。&#34;</p><p style=\"text-align: start;\">自动驾驶功能确实有助于提振销量和股价。特斯拉计划今年晚些时候在美国推出自动驾驶出租车服务。据彭博社报道，该公司还准备在中国上线&#34;全自动驾驶&#34;。</p><p style=\"text-align: start;\">这些利好本该支撑股价，但投资者显然已失去耐心，不愿等待预期落地。</p><p><em>文章源自Barron&#39;s《Tesla Slips Below $1 Trillion Market Value. Is Musk Hurting the Stock?》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLL":"2倍做多TSLA ETF-Direxion","TSLQ":"2倍做空TSLA ETF-Tradr","TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185124955","content_text":"特斯拉股价周二大幅下挫，市值跌破1万亿美元。投资者正在消化年初的销售数据——这些波动可能只是随机现象，但也可能意味着CEO埃隆·马斯克参与白宫政治的活动正在让客户望而却步。现在下结论还为时过早，但数据确实不容乐观。投资者似乎已无法忍受：他们选择抛售股票，而非等待新车型和自动驾驶功能带来的预期改善。特斯拉股价周二暴跌逾8%，收于302.80美元；标普500指数下跌0.5%，道琼斯工业平均指数上涨0.4%。特斯拉股价最低跌至297.25美元。当前股价使这家汽车制造商的市值低于1万亿美元。若要维持这一门槛，其股价需保持在约311美元。特斯拉流通股约为32亿股（不含马斯克持有的期权）。此次下跌后，特斯拉股价较12月17日创下的历史收盘高点（略低于480美元）已下跌超35%。不过，截至周二交易前，该股过去12个月仍累计上涨约72%。销售数据可能是此次股价下跌最直接的诱因。欧洲市场的形势尤为严峻。欧洲汽车制造商协会数据显示，特斯拉1月售出9945辆汽车，同比下降45%。同期欧洲整体纯电动车销量增长37%。中国乘用车市场信息联席会数据显示，特斯拉1月在华销量同比下降约15%。自由资本市场分析师迈克·沃德追踪的数据显示，特斯拉1月在美国售出约4.2万辆汽车，同比下降约13%。美国纯电动车总销量同比增长约15%。据沃德汽车统计，特斯拉在美国纯电动车市场的份额从2024年1月的约59%降至2025年1月的约45%。多重下滑因素叠加，使本季度面临严峻挑战。华尔街目前预计特斯拉第一季度交付量在42万至43万辆之间。FactSet数据显示，年初这一预期数字曾接近47万辆。尽管数据令人担忧，但特斯拉市场份额环比有所上升。该公司12月在美国售出约5.5万辆汽车，占当月美国纯电动车总销量的41%。特斯拉2024年第一季度交付量约为38.7万辆，因此华尔街仍预期增长，尽管这可能过于乐观。销量放缓存在多个潜在因素。首先是常规季节性波动——1月通常是全年新车销售最淡的月份。单月疲软未必预示整个季度或全年表现。其次，特斯拉正进行车型更新，其最畅销车型Model Y的新版本近期上市。产品换代期往往导致消费者持币待购，影响销量。第三则是CEO马斯克日益活跃的政治活动，这可能疏远特斯拉传统的核心客户群——具有环保意识的欧美消费者。Gerber Kawasaki CEO罗斯·格伯认为\"特斯拉品牌已受损\"。但未来基金主动型ETF联合创始人加里·布莱克认为品牌损伤并非永久性。布莱克周末在X平台发文称：\"特斯拉的卓越产品、即将推出的平价新车型（我认为将采用新形态并扩大市场覆盖），以及完全自动驾驶的前景，将推动销量增长。\"自动驾驶功能确实有助于提振销量和股价。特斯拉计划今年晚些时候在美国推出自动驾驶出租车服务。据彭博社报道，该公司还准备在中国上线\"全自动驾驶\"。这些利好本该支撑股价，但投资者显然已失去耐心，不愿等待预期落地。文章源自Barron's《Tesla Slips Below $1 Trillion Market Value. 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我再卖[龇牙]&nbsp; [龇牙]&nbsp; [龇牙]&nbsp;&nbsp;","listText":"100 我再卖[龇牙]&nbsp; [龇牙]&nbsp; [龇牙]&nbsp;&nbsp;","text":"100 我再卖[龇牙] [龇牙] [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407761980305960","isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387878122271160,"gmtCreate":1735738684427,"gmtModify":1735738686672,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D 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style=\"text-align: justify;\">在全员信中，李彦宏表明了对2025年的期待，“虽然超级应用尚未出现，但AI的实际渗透率已经不低，并且将在2025年继续井喷式增长”。他写道，“我们也期待，我们在2023、2024年种下的种子能够在2025生根发芽、开花结果，并且不断获得市场的验证和认可”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c69d41d647fdce431690bd63074fe54\" alt=\"李彦宏\" title=\"李彦宏\" tg-width=\"640\" tg-height=\"427\"/><span>李彦宏</span></p><p style=\"text-align: justify;\"><strong>以下为全员信原文：</strong></p><p style=\"text-align: justify;\">各位百度同学，今天是百度成立25周年的日子。25年前的今天，七个怀揣着技术改变世界的梦想的年轻人在中关村北大资源宾馆的两间小屋子里开始了一段创业旅程。中国互联网的历史从此发生了改变。今天，超过一半的中国人每月都要使用百度获取信息，找到所求，“百度”这两个原本毫无意义的汉字成了一个家喻户晓的名字。</p><p style=\"text-align: justify;\">25年来，我们不忘初心，风雨兼程，先后经历了PC互联网时代，移动互联网时代，现在已经基本进入了人工智能时代。我们从简单的网页搜索功能开始，逐步发展出了贴吧、知道、百科、地图、文库、网盘等明星产品，我们依托强大的用户基础，历时十余年的时间，逐步打造出了人工智能时代从芯片、框架到模型、应用等四层全栈技术，为中国互联网和世界AI领域培养了一批又一批的科学技术人员、开发者和创业者。</p><p style=\"text-align: justify;\">25年来，我们始终走在技术的最前沿，始终相信技术创新才是百度的核心竞争力，我们多年来一直把超过收入20%的资金投入到研发上，并且不遗余力地尝试把最前沿的技术产品化，让更多的人从中受益，因为我们相信只有规模化的应用才能让技术发挥它的价值，甚至近年来在人工智能方面的实践表明，重大的技术突破，颠覆式的创新往往是规模化应用的结果，而不是原因。没有万卡集群就不会有大模型的智能涌现，就不会有这次生成式AI的浪潮；没有数以亿计的运营公里数，无人驾驶就不可能比有人驾驶安全十倍；没有大量的AI原生应用的推动，国产AI芯片就不可能真正成熟！</p><p style=\"text-align: justify;\">当然，走在技术的最前沿也意味着我们要冒更大的风险，要承受高于同行的失败概率，要耐得住寂寞，要忍受别人的不理解甚至白眼，要不断试错，要知道哪一天方向走错了需要迅速调整方向，重新出发，甚至要对自己的能力边界有清醒的认知，并且不断总结经验教训，以利再战！</p><p style=\"text-align: justify;\">刚刚过去的2024年也是过去25年的一个缩影，充满了机遇和挑战，时而令人兴奋，时而令人沮丧，有些工作一直到最后一天才知道成或不成。如同过去一样，这一年我们坚定地在AI技术上探索创新，我们在全球首创了基于图片的检索增强技术iRAG，大大降低了图片生成的幻觉问题；我们致力于让不会写程序的素人具备程序员的能力，为此我们发布了秒哒，这与全球主流的代码辅助生成形成鲜明的对比；我们也在大模型应用领域独树一帜，为4000万文库的付费用户提供无与伦比的内容创作和思想碰撞能力！</p><p style=\"text-align: justify;\">对于2025年，我们充满期待。我们意识到今天的人工智能领域，竞争比任何时候都更加激烈，技术迭代的速度比以往任何时候都更快，我们面临的挑战也是前所未有的。但是我们坚信，大模型赋能的AI原生应用正在各行各业各种场景迅速普及，虽然超级应用尚未出现，AI的实际渗透率已经不低，并且将在2025年继续井喷式增长。我们也期待，我们在2023、2024种下的种子能够在2025生根发芽，开花结果，并且不断获得市场的验证和认可。</p><p style=\"text-align: justify;\">感谢每一位同学一直以来对百度使命的忠诚陪伴，全情投入，愿百度在未来的日子里，继续乘风破浪，勇往直前，创造更加辉煌的明天！</p><p style=\"text-align: left;\">Robin</p></body></html>","source":"lsy1735732083130","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>李彦宏发全员信：技术创新是百度的核心竞争力</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n李彦宏发全员信：技术创新是百度的核心竞争力\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-01 19:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/PHE5OZHUGaZosNvu-00q2g><strong>互联网坊间八卦</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2025年1月1日，百度成立25周年。今日晚间，百度创始人李彦宏发布全员信表示，技术创新是百度的核心竞争力，“25年来，我们始终走在技术的最前沿，始终相信技术创新才是百度的核心竞争力。”在全员信中，李彦宏表明了对2025年的期待，“虽然超级应用尚未出现，但AI的实际渗透率已经不低，并且将在2025年继续井喷式增长”。他写道，“我们也期待，我们在2023、2024年种下的种子能够在2025生根发芽、...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/PHE5OZHUGaZosNvu-00q2g\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8c7febeb4d2da1f63a0807812de7c83a","relate_stocks":{"09888":"百度集团-SW","BIDU":"百度"},"source_url":"https://mp.weixin.qq.com/s/PHE5OZHUGaZosNvu-00q2g","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199162032","content_text":"2025年1月1日，百度成立25周年。今日晚间，百度创始人李彦宏发布全员信表示，技术创新是百度的核心竞争力，“25年来，我们始终走在技术的最前沿，始终相信技术创新才是百度的核心竞争力。”在全员信中，李彦宏表明了对2025年的期待，“虽然超级应用尚未出现，但AI的实际渗透率已经不低，并且将在2025年继续井喷式增长”。他写道，“我们也期待，我们在2023、2024年种下的种子能够在2025生根发芽、开花结果，并且不断获得市场的验证和认可”。李彦宏以下为全员信原文：各位百度同学，今天是百度成立25周年的日子。25年前的今天，七个怀揣着技术改变世界的梦想的年轻人在中关村北大资源宾馆的两间小屋子里开始了一段创业旅程。中国互联网的历史从此发生了改变。今天，超过一半的中国人每月都要使用百度获取信息，找到所求，“百度”这两个原本毫无意义的汉字成了一个家喻户晓的名字。25年来，我们不忘初心，风雨兼程，先后经历了PC互联网时代，移动互联网时代，现在已经基本进入了人工智能时代。我们从简单的网页搜索功能开始，逐步发展出了贴吧、知道、百科、地图、文库、网盘等明星产品，我们依托强大的用户基础，历时十余年的时间，逐步打造出了人工智能时代从芯片、框架到模型、应用等四层全栈技术，为中国互联网和世界AI领域培养了一批又一批的科学技术人员、开发者和创业者。25年来，我们始终走在技术的最前沿，始终相信技术创新才是百度的核心竞争力，我们多年来一直把超过收入20%的资金投入到研发上，并且不遗余力地尝试把最前沿的技术产品化，让更多的人从中受益，因为我们相信只有规模化的应用才能让技术发挥它的价值，甚至近年来在人工智能方面的实践表明，重大的技术突破，颠覆式的创新往往是规模化应用的结果，而不是原因。没有万卡集群就不会有大模型的智能涌现，就不会有这次生成式AI的浪潮；没有数以亿计的运营公里数，无人驾驶就不可能比有人驾驶安全十倍；没有大量的AI原生应用的推动，国产AI芯片就不可能真正成熟！当然，走在技术的最前沿也意味着我们要冒更大的风险，要承受高于同行的失败概率，要耐得住寂寞，要忍受别人的不理解甚至白眼，要不断试错，要知道哪一天方向走错了需要迅速调整方向，重新出发，甚至要对自己的能力边界有清醒的认知，并且不断总结经验教训，以利再战！刚刚过去的2024年也是过去25年的一个缩影，充满了机遇和挑战，时而令人兴奋，时而令人沮丧，有些工作一直到最后一天才知道成或不成。如同过去一样，这一年我们坚定地在AI技术上探索创新，我们在全球首创了基于图片的检索增强技术iRAG，大大降低了图片生成的幻觉问题；我们致力于让不会写程序的素人具备程序员的能力，为此我们发布了秒哒，这与全球主流的代码辅助生成形成鲜明的对比；我们也在大模型应用领域独树一帜，为4000万文库的付费用户提供无与伦比的内容创作和思想碰撞能力！对于2025年，我们充满期待。我们意识到今天的人工智能领域，竞争比任何时候都更加激烈，技术迭代的速度比以往任何时候都更快，我们面临的挑战也是前所未有的。但是我们坚信，大模型赋能的AI原生应用正在各行各业各种场景迅速普及，虽然超级应用尚未出现，AI的实际渗透率已经不低，并且将在2025年继续井喷式增长。我们也期待，我们在2023、2024种下的种子能够在2025生根发芽，开花结果，并且不断获得市场的验证和认可。感谢每一位同学一直以来对百度使命的忠诚陪伴，全情投入，愿百度在未来的日子里，继续乘风破浪，勇往直前，创造更加辉煌的明天！Robin","news_type":1,"symbols_score_info":{"BIDU":1.1,"09888":1.1}},"isVote":1,"tweetType":1,"viewCount":1090,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107612626981910","authorId":"4107612626981910","name":"贝勒爷爷","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4107612626981910","idStr":"4107612626981910"},"content":"你说的没错 但哪家中国企业比他更有底线呢","text":"你说的没错 但哪家中国企业比他更有底线呢","html":"你说的没错 但哪家中国企业比他更有底线呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502114479927752,"gmtCreate":1763605455237,"gmtModify":1763605457428,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D 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09:12","market":"us","language":"zh","title":"分析师：英伟达业绩惊人，但利好消息都已充分反映在当前股价中","url":"https://stock-news.laohu8.com/highlight/detail?id=1154056305","media":"老虎資訊","summary":"有分析师表示，英伟达第三季度业绩显示，其增长和盈利能力依旧惊人，但并未能揭示这种势头能持续多久。虽然人工智能或许终将证明自己与以往的狂热时期不同，但英伟达近期投资节奏高涨的旋律依然带来熟悉的警示。CFRA Research 首席投资策略师 Sam Stovall 表示：“英伟达刚刚打出了一记全垒打。这将让投资者松一口气，因为当前及预期的持续增长表明，其估值或许没有此前担忧的那般虚高。”","content":"<html><head></head><body><p>有分析师表示，英伟达第三季度业绩显示，其增长和盈利能力依旧惊人，但并未能揭示这种势头能持续多久。据 2026 财年第三季度报告，公司营收达 570 亿美元，同比增长 62%，其毛利率达到 74%。与此同时，公司正在对众多小型互补型企业进行分大量投资，以争夺更大市场份额并保持投资循环不息。总体而言，企业通常在利润滚滚而来时进行风险投资，但谨慎依然必要的。由于 AI 仍属萌芽阶段，其长期需求本质上难以预测。正如同互联网和电信泡沫所证明的那样，设备兜售商并非不会犯过度乐观的错误。虽然人工智能或许终将证明自己与以往的狂热时期不同，但英伟达近期投资节奏高涨的旋律依然带来熟悉的警示。</p><p>CFRA Research 首席投资策略师 Sam Stovall 表示：“英伟达刚刚打出了一记全垒打。这将让投资者松一口气，因为当前及预期的持续增长表明，其估值或许没有此前担忧的那般虚高。” 投资研究公司 New Constructs 的首席执行官 David Trainer 则表示：“这正是市场需要的强心剂。不过我提醒大家注意的是，所有利好消息都已充分反映在当前股价中。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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style=\"background-image:url(https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎資訊 </p>\n<p class=\"h-time\">2025-11-20 09:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>有分析师表示，英伟达第三季度业绩显示，其增长和盈利能力依旧惊人，但并未能揭示这种势头能持续多久。据 2026 财年第三季度报告，公司营收达 570 亿美元，同比增长 62%，其毛利率达到 74%。与此同时，公司正在对众多小型互补型企业进行分大量投资，以争夺更大市场份额并保持投资循环不息。总体而言，企业通常在利润滚滚而来时进行风险投资，但谨慎依然必要的。由于 AI 仍属萌芽阶段，其长期需求本质上难以预测。正如同互联网和电信泡沫所证明的那样，设备兜售商并非不会犯过度乐观的错误。虽然人工智能或许终将证明自己与以往的狂热时期不同，但英伟达近期投资节奏高涨的旋律依然带来熟悉的警示。</p><p>CFRA Research 首席投资策略师 Sam Stovall 表示：“英伟达刚刚打出了一记全垒打。这将让投资者松一口气，因为当前及预期的持续增长表明，其估值或许没有此前担忧的那般虚高。” 投资研究公司 New Constructs 的首席执行官 David Trainer 则表示：“这正是市场需要的强心剂。不过我提醒大家注意的是，所有利好消息都已充分反映在当前股价中。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/92a41d20711c9fa4b2aa3cc62ea62948","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154056305","content_text":"有分析师表示，英伟达第三季度业绩显示，其增长和盈利能力依旧惊人，但并未能揭示这种势头能持续多久。据 2026 财年第三季度报告，公司营收达 570 亿美元，同比增长 62%，其毛利率达到 74%。与此同时，公司正在对众多小型互补型企业进行分大量投资，以争夺更大市场份额并保持投资循环不息。总体而言，企业通常在利润滚滚而来时进行风险投资，但谨慎依然必要的。由于 AI 仍属萌芽阶段，其长期需求本质上难以预测。正如同互联网和电信泡沫所证明的那样，设备兜售商并非不会犯过度乐观的错误。虽然人工智能或许终将证明自己与以往的狂热时期不同，但英伟达近期投资节奏高涨的旋律依然带来熟悉的警示。CFRA Research 首席投资策略师 Sam Stovall 表示：“英伟达刚刚打出了一记全垒打。这将让投资者松一口气，因为当前及预期的持续增长表明，其估值或许没有此前担忧的那般虚高。” 投资研究公司 New Constructs 的首席执行官 David Trainer 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大哥，你怎么又高开低走了，别整我","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/483844244812552","isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479679045591888,"gmtCreate":1758132928930,"gmtModify":1758132931189,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D 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02:00","market":"us","language":"zh","title":"美联储宣布降息25个基点！预测2025年或再降息50个基点","url":"https://stock-news.laohu8.com/highlight/detail?id=1156551145","media":"老虎资讯综合","summary":"美联储宣布下调联邦基金利率25个基点到4.00%至4.25%之间","content":"<html><head></head><body><blockquote><p>美联储时隔9个月以25个基点重启降息，点阵图显示今年还将降息两次。新理事米兰投下反对票，他支持降息50个基点。</p></blockquote><p>9月18日，美国联邦储备委员会（FOMC）于当地时间17日宣布，将联邦基金利率目标区间下调25个基点至4.00%–4.25%，兑现市场预期。这是美联储自2024年12月以来，时隔约九个月再度降息。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3647e5864a83e74b43f418dd1c00db4b\" tg-width=\"1406\" tg-height=\"1544\"/></p><p>最新的“点阵图”显示，美联储官员中位数预计2025年还将再降息50个基点。19位投票官员中，有9人预计将降息两次，2人预计降息一次，6人认为不会再进一步降息。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e19961df419f3f56572d5e78fd5c8512\" title=\"\" tg-width=\"766\" tg-height=\"638\"/></p><p>内部投票中，新任理事 Stephen Miran 投下不同意见票，他支持降息50个基点，而不是25个基点的普遍共识。</p><p>FOMC声明中指出，今年上半年经济增长有所放缓，通胀有所上升，仍处于“略高”水平，维持当前资产负债表缩减步伐。美联储关注双重使命的双方。</p><p>市场反应迅速：美股指数普遍拉升，道琼斯指数上涨约1%，标普500和纳斯达克亦在盘中高点显著回升；金价上涨，再次突破每盎司3700美元。</p><h2 id=\"id_607711235\" style=\"text-align: left;\">利率决议全文</h2><p style=\"text-align: justify;\">最新指标显示，今年上半年经济活动的增长有所放缓。就业增速减慢，失业率略有上升，但仍处于低位。通胀有所回升并依然偏高。</p><p style=\"text-align: justify;\">委员会的目标是实现最大就业和长期2%的通胀。关于经济前景的不确定性依然高企，委员会关注其双重使命面临的风险，并认为就业方面的下行风险有所上升。</p><p style=\"text-align: justify;\">为支持既定目标，并鉴于风险平衡的变化，委员会决定将联邦基金利率目标区间下调25个基点至4%-4.25%。在考虑是否进一步调整联邦基金利率目标区间时，委员会将仔细评估最新数据、前景变化以及风险平衡。委员会将继续缩减其持有的美国国债、机构债务和机构抵押贷款支持证券。委员会坚定致力于支持最大就业并将通胀恢复至2%的目标。</p><p style=\"text-align: justify;\">在评估适当的货币政策立场时，委员会将继续监测最新信息对经济前景的影响。如果出现可能阻碍委员会目标实现的风险，委员会准备适时调整货币政策立场。委员会的评估将综合考虑广泛的信息，包括劳动力市场状况、通胀压力与通胀预期，以及金融和国际动态。</p><p style=\"text-align: justify;\">投票支持本次货币政策行动的有主席杰罗姆·H·鲍威尔（Jerome H. Powell）、副主席约翰·C·威廉姆斯（John C. Williams）、迈克尔·S·巴尔（Michael S. Barr）、米歇尔·W·鲍曼（Michelle W. Bowman）、苏珊·M·柯林斯（Susan M. Collins）、丽莎·D·库克（Lisa D. Cook）、奥斯坦·D·古尔斯比（Austan D. Goolsbee）、菲利普·N·杰斐逊（Philip N. Jefferson）、阿尔贝托·G·穆萨勒姆（Alberto G. Musalem）、杰弗里·R·施密德（Jeffrey R. Schmid）和克里斯托弗·J·沃勒（Christopher J. Waller）。<strong>投票反对的为斯蒂芬·I·米兰（Stephen I. Miran），他倾向于在本次会议上将联邦基金利率目标区间下调50个基点。</strong></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>美联储宣布降息25个基点！预测2025年或再降息50个基点</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美联储宣布降息25个基点！预测2025年或再降息50个基点\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\">2025-09-18 02:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>美联储时隔9个月以25个基点重启降息，点阵图显示今年还将降息两次。新理事米兰投下反对票，他支持降息50个基点。</p></blockquote><p>9月18日，美国联邦储备委员会（FOMC）于当地时间17日宣布，将联邦基金利率目标区间下调25个基点至4.00%–4.25%，兑现市场预期。这是美联储自2024年12月以来，时隔约九个月再度降息。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3647e5864a83e74b43f418dd1c00db4b\" tg-width=\"1406\" tg-height=\"1544\"/></p><p>最新的“点阵图”显示，美联储官员中位数预计2025年还将再降息50个基点。19位投票官员中，有9人预计将降息两次，2人预计降息一次，6人认为不会再进一步降息。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e19961df419f3f56572d5e78fd5c8512\" title=\"\" tg-width=\"766\" tg-height=\"638\"/></p><p>内部投票中，新任理事 Stephen Miran 投下不同意见票，他支持降息50个基点，而不是25个基点的普遍共识。</p><p>FOMC声明中指出，今年上半年经济增长有所放缓，通胀有所上升，仍处于“略高”水平，维持当前资产负债表缩减步伐。美联储关注双重使命的双方。</p><p>市场反应迅速：美股指数普遍拉升，道琼斯指数上涨约1%，标普500和纳斯达克亦在盘中高点显著回升；金价上涨，再次突破每盎司3700美元。</p><h2 id=\"id_607711235\" style=\"text-align: left;\">利率决议全文</h2><p style=\"text-align: justify;\">最新指标显示，今年上半年经济活动的增长有所放缓。就业增速减慢，失业率略有上升，但仍处于低位。通胀有所回升并依然偏高。</p><p style=\"text-align: justify;\">委员会的目标是实现最大就业和长期2%的通胀。关于经济前景的不确定性依然高企，委员会关注其双重使命面临的风险，并认为就业方面的下行风险有所上升。</p><p style=\"text-align: justify;\">为支持既定目标，并鉴于风险平衡的变化，委员会决定将联邦基金利率目标区间下调25个基点至4%-4.25%。在考虑是否进一步调整联邦基金利率目标区间时，委员会将仔细评估最新数据、前景变化以及风险平衡。委员会将继续缩减其持有的美国国债、机构债务和机构抵押贷款支持证券。委员会坚定致力于支持最大就业并将通胀恢复至2%的目标。</p><p style=\"text-align: justify;\">在评估适当的货币政策立场时，委员会将继续监测最新信息对经济前景的影响。如果出现可能阻碍委员会目标实现的风险，委员会准备适时调整货币政策立场。委员会的评估将综合考虑广泛的信息，包括劳动力市场状况、通胀压力与通胀预期，以及金融和国际动态。</p><p style=\"text-align: justify;\">投票支持本次货币政策行动的有主席杰罗姆·H·鲍威尔（Jerome H. Powell）、副主席约翰·C·威廉姆斯（John C. Williams）、迈克尔·S·巴尔（Michael S. Barr）、米歇尔·W·鲍曼（Michelle W. Bowman）、苏珊·M·柯林斯（Susan M. Collins）、丽莎·D·库克（Lisa D. Cook）、奥斯坦·D·古尔斯比（Austan D. Goolsbee）、菲利普·N·杰斐逊（Philip N. Jefferson）、阿尔贝托·G·穆萨勒姆（Alberto G. Musalem）、杰弗里·R·施密德（Jeffrey R. Schmid）和克里斯托弗·J·沃勒（Christopher J. Waller）。<strong>投票反对的为斯蒂芬·I·米兰（Stephen I. Miran），他倾向于在本次会议上将联邦基金利率目标区间下调50个基点。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{".SPX":"S&P 500 Index","QQQ":"纳指100ETF",".DJI":"道琼斯","TQQQ":"纳指三倍做多ETF",".IXIC":"NASDAQ Composite","SPY":"标普500ETF","SQQQ":"纳指三倍做空ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156551145","content_text":"美联储时隔9个月以25个基点重启降息，点阵图显示今年还将降息两次。新理事米兰投下反对票，他支持降息50个基点。9月18日，美国联邦储备委员会（FOMC）于当地时间17日宣布，将联邦基金利率目标区间下调25个基点至4.00%–4.25%，兑现市场预期。这是美联储自2024年12月以来，时隔约九个月再度降息。最新的“点阵图”显示，美联储官员中位数预计2025年还将再降息50个基点。19位投票官员中，有9人预计将降息两次，2人预计降息一次，6人认为不会再进一步降息。内部投票中，新任理事 Stephen Miran 投下不同意见票，他支持降息50个基点，而不是25个基点的普遍共识。FOMC声明中指出，今年上半年经济增长有所放缓，通胀有所上升，仍处于“略高”水平，维持当前资产负债表缩减步伐。美联储关注双重使命的双方。市场反应迅速：美股指数普遍拉升，道琼斯指数上涨约1%，标普500和纳斯达克亦在盘中高点显著回升；金价上涨，再次突破每盎司3700美元。利率决议全文最新指标显示，今年上半年经济活动的增长有所放缓。就业增速减慢，失业率略有上升，但仍处于低位。通胀有所回升并依然偏高。委员会的目标是实现最大就业和长期2%的通胀。关于经济前景的不确定性依然高企，委员会关注其双重使命面临的风险，并认为就业方面的下行风险有所上升。为支持既定目标，并鉴于风险平衡的变化，委员会决定将联邦基金利率目标区间下调25个基点至4%-4.25%。在考虑是否进一步调整联邦基金利率目标区间时，委员会将仔细评估最新数据、前景变化以及风险平衡。委员会将继续缩减其持有的美国国债、机构债务和机构抵押贷款支持证券。委员会坚定致力于支持最大就业并将通胀恢复至2%的目标。在评估适当的货币政策立场时，委员会将继续监测最新信息对经济前景的影响。如果出现可能阻碍委员会目标实现的风险，委员会准备适时调整货币政策立场。委员会的评估将综合考虑广泛的信息，包括劳动力市场状况、通胀压力与通胀预期，以及金融和国际动态。投票支持本次货币政策行动的有主席杰罗姆·H·鲍威尔（Jerome H. Powell）、副主席约翰·C·威廉姆斯（John C. Williams）、迈克尔·S·巴尔（Michael S. Barr）、米歇尔·W·鲍曼（Michelle W. Bowman）、苏珊·M·柯林斯（Susan M. Collins）、丽莎·D·库克（Lisa D. Cook）、奥斯坦·D·古尔斯比（Austan D. Goolsbee）、菲利普·N·杰斐逊（Philip N. Jefferson）、阿尔贝托·G·穆萨勒姆（Alberto G. Musalem）、杰弗里·R·施密德（Jeffrey R. Schmid）和克里斯托弗·J·沃勒（Christopher J. Waller）。投票反对的为斯蒂芬·I·米兰（Stephen I. 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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>世纪建业(00079)购入共800股PLTR股份</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国白宫宣布，特朗普将对印度商品额外加征25%关税</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国白宫宣布，特朗普将对印度商品额外加征25%关税\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\">2025-08-06 21:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国白宫表示，特朗普签署一项行政令，对来自印度的商品额外加征25%的关税，以回应印度继续购买俄罗斯石油。</p><p>特朗普对印度出台新的关税后，油价短线走高，触及日内高点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e2efd0a68729e3f016304b34c9b89ab\" title=\"\" tg-width=\"275\" tg-height=\"93\"/></p><p>特朗普7月31日公布印度输美产品将征收25%关税，并预留伏笔，表示会施加额外惩罚，因为印度采购俄国石油。特朗普今日签署行政命令，宣布印度关税再加25%，目前<strong>税率升至50%</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/57ad66c83796c50731ef69a802b644e7","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190487931","content_text":"美国白宫表示，特朗普签署一项行政令，对来自印度的商品额外加征25%的关税，以回应印度继续购买俄罗斯石油。特朗普对印度出台新的关税后，油价短线走高，触及日内高点。特朗普7月31日公布印度输美产品将征收25%关税，并预留伏笔，表示会施加额外惩罚，因为印度采购俄国石油。特朗普今日签署行政命令，宣布印度关税再加25%，目前税率升至50%","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4175766326455102","authorId":"4175766326455102","name":"杨过爱上黄蓉","avatar":"https://static.tigerbbs.com/ab63b91b31f0b9dd1f60a219a52e73b0","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4175766326455102","idStr":"4175766326455102"},"content":"加一起 50% 了已经","text":"加一起 50% 了已经","html":"加一起 50% 了已经"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}