Doudou123的个人主页 - 老虎社区

Doudou123

Doudou123

暂无个人介绍

IP属地：广东

31关注

0粉丝

0主题

0勋章

05-13 23:53

有意见？人家就是这么牛，还有中国的市场没开拓

富可敌国！英伟达市值飙升至5.53万亿美元，超越德、日GDP

05-14 21:12

阿猫阿狗都能做？达子的护城河坚固

英伟达挑战者Cerebras今晚上市！AI芯片遭华尔街疯抢，IPO定价一再被突破，估值逼近490亿美元

2025-02-15

经历过英伟达这次暴跌，整个人都变了，充分意识到老虎3.3倍杠杆的危害

2025-02-15

跟着买西方石油从63亏到现在，哎，难受

巴菲特Q4“猛砍”银行股，建仓星座品牌，未再减持苹果

04-24

Ai夺走的工作，要达子来偿还

抱歉，原内容已删除

2025-11-01

泡沫还没来，快等不住了

伯克希尔Q3运营利润大增34%，现金储备3816.7亿美元再创纪录

2024-10-11

从来不买中国资产，这次发神经的在8号进厂，美股赚的全陪进去还亏本金

2024-08-04

西方石油没涨

伯克希尔二季度净利润303.5亿美元超预期，现金储备再创新高

2023-07-03

木头姐作风果断，赚了就跑

“木头姐”6月连续七次减持特斯拉！累计抛售逾63万股，套现逾16亿美元

04-10

估值2万亿？

SpaceX去年因AI投入亏损近50亿美元，总营收突破185亿美元

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4122648192477410","uuid":"4122648192477410","gmtCreate":1659545107982,"gmtModify":1687844753411,"name":"Doudou123","pinyin":"doudou123","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":31,"tweetSize":38,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":48,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.01","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.15","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.13","exceedPercentage":"93.30%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.06.28","exceedPercentage":"93.44%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.06.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":6,"crmLevelSwitch":0,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":13,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":564141810763656,"gmtCreate":1778764325580,"gmtModify":1778764328267,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"title":"","htmlText":"阿猫阿狗都能做？达子的护城河坚固","listText":"阿猫阿狗都能做？达子的护城河坚固","text":"阿猫阿狗都能做？达子的护城河坚固","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564141810763656","repostId":"2635375194","repostType":2,"repost":{"id":"2635375194","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1778762138,"share":"https://www.laohu8.com/m/news/2635375194?lang=zh_CN&edition=full","pubTime":"2026-05-14 20:35","market":"us","language":"zh","title":"英伟达挑战者Cerebras今晚上市！AI芯片遭华尔街疯抢，IPO定价一再被突破，估值逼近490亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2635375194","media":"华尔街见闻","summary":"Cerebras Systems IPO热度超预期，最终定价或达每股185美元，远超150至160美元发行区间，超额认购逾20倍。按此计算，募资规模约55.5亿美元，市值约400亿美元。若计入限制性股票单位、员工期权及认股权证，其完全稀释后估值约为490亿美元。","content":"<html><head></head><body><p>AI芯片制造商Cerebras Systems正以远超预期的热度冲刺美股市场，其IPO定价区间一再被突破，折射出华尔街对AI半导体赛道的强烈押注。</p>\n<p>5月13日据彭博社援引知情人士透露，<strong>Cerebras预计将以每股185美元定价，高于此前150至160美元的发行区间。</strong>认购需求方面，此次IPO已吸引逾20倍超额认购。</p>\n<p><strong>Cerebras公司周一已上调了发行区间及股份数量，而此次最终定价若落在185美元，将再度超出修订后的区间上限。</strong></p>\n<p>报道援引知情人士表示，<strong>相关磋商仍在进行，最终定价尚未确定，实际定价甚至可能更高。</strong></p>\n<p>按185美元计算，本次IPO募资规模将达55.5亿美元，Cerebras市值约400亿美元。据测算，若计入限制性股票单位、员工期权及认股权证，其完全稀释后估值约为490亿美元。</p>\n<div>\n<h2>需求热度远超预期，承销方主动管控秩序</h2>\n</div>\n<p>Cerebras此次上市的市场热情已令承销团队不得不主动介入。</p>\n<p>据报道，该公司要求参与IPO认购的机构投资者，明确填报所需股份数量及可接受的最高价格，以甄别真实需求。</p>\n<p>本次IPO由<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、花旗集团、巴克莱及瑞银集团联席主承销，股票将在纳斯达克全球精选市场挂牌，代码为CBRS。</p>\n<p><strong>Cerebras最新财务数据为高企的估值提供了基本面支撑。</strong></p>\n<p>根据其提交的上市文件，2025财年该公司实现营收5.1亿美元，净利润8790万美元。</p>\n<p>而上一财年营收仅为2.903亿美元，净亏损4.848亿美元，一年之内完成从亏损到盈利的跨越。</p>\n<div>\n<h2>与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、OpenAI深度绑定，竞争格局初现</h2>\n</div>\n<p>Cerebras已在AI头部生态中建立起关键合作关系。</p>\n<p>亚马逊今年宣布计划将Cerebras芯片与Trainium处理器协同用于运行AI软件；OpenAI则于今年2月发布了首个运行于Cerebras芯片的模型。</p>\n<p>文件显示，OpenAI持有3340万份Cerebras认股权证，其中部分权证的归属条件包括算力交付里程碑，以及Cerebras市值超过400亿美元。</p>\n<p>据彭博报道，在Cerebras启动IPO前数周，<a href=\"https://laohu8.com/S/ARM\">Arm</a> Holdings及其控股股东<a href=\"https://laohu8.com/S/SFTBY\">软银集团</a>曾就收购Cerebras进行接触。</p>\n<p>此次收购洽谈虽未促成交易，但从侧面印证了该公司在AI芯片领域的战略价值。</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>英伟达挑战者Cerebras今晚上市！AI芯片遭华尔街疯抢，IPO定价一再被突破，估值逼近490亿美元</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; 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英伟达挑战者Cerebras今晚上市！AI芯片遭华尔街疯抢，IPO定价一再被突破，估值逼近490亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-05-14 20:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>AI芯片制造商Cerebras Systems正以远超预期的热度冲刺美股市场，其IPO定价区间一再被突破，折射出华尔街对AI半导体赛道的强烈押注。</p>\n<p>5月13日据彭博社援引知情人士透露，<strong>Cerebras预计将以每股185美元定价，高于此前150至160美元的发行区间。</strong>认购需求方面，此次IPO已吸引逾20倍超额认购。</p>\n<p><strong>Cerebras公司周一已上调了发行区间及股份数量，而此次最终定价若落在185美元，将再度超出修订后的区间上限。</strong></p>\n<p>报道援引知情人士表示，<strong>相关磋商仍在进行，最终定价尚未确定，实际定价甚至可能更高。</strong></p>\n<p>按185美元计算，本次IPO募资规模将达55.5亿美元，Cerebras市值约400亿美元。据测算，若计入限制性股票单位、员工期权及认股权证，其完全稀释后估值约为490亿美元。</p>\n<div>\n<h2>需求热度远超预期，承销方主动管控秩序</h2>\n</div>\n<p>Cerebras此次上市的市场热情已令承销团队不得不主动介入。</p>\n<p>据报道，该公司要求参与IPO认购的机构投资者，明确填报所需股份数量及可接受的最高价格，以甄别真实需求。</p>\n<p>本次IPO由<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、花旗集团、巴克莱及瑞银集团联席主承销，股票将在纳斯达克全球精选市场挂牌，代码为CBRS。</p>\n<p><strong>Cerebras最新财务数据为高企的估值提供了基本面支撑。</strong></p>\n<p>根据其提交的上市文件，2025财年该公司实现营收5.1亿美元，净利润8790万美元。</p>\n<p>而上一财年营收仅为2.903亿美元，净亏损4.848亿美元，一年之内完成从亏损到盈利的跨越。</p>\n<div>\n<h2>与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、OpenAI深度绑定，竞争格局初现</h2>\n</div>\n<p>Cerebras已在AI头部生态中建立起关键合作关系。</p>\n<p>亚马逊今年宣布计划将Cerebras芯片与Trainium处理器协同用于运行AI软件；OpenAI则于今年2月发布了首个运行于Cerebras芯片的模型。</p>\n<p>文件显示，OpenAI持有3340万份Cerebras认股权证，其中部分权证的归属条件包括算力交付里程碑，以及Cerebras市值超过400亿美元。</p>\n<p>据彭博报道，在Cerebras启动IPO前数周，<a href=\"https://laohu8.com/S/ARM\">Arm</a> Holdings及其控股股东<a href=\"https://laohu8.com/S/SFTBY\">软银集团</a>曾就收购Cerebras进行接触。</p>\n<p>此次收购洽谈虽未促成交易，但从侧面印证了该公司在AI芯片领域的战略价值。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae","relate_stocks":{"AMZZ":"2倍做多AMZN ETF-GraniteShares","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","AZYY":"GraniteShares YieldBOOST AMZN ETF","NVDD":"1倍做空NVDA ETF-Direxion","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDA":"英伟达","IPOS":"Renaissance International IPO ETF","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","AMZD":"1倍做空AMZN ETF-Direxion","ANV":"GraniteShares Autocallable NVDA ETF","NVDQ":"2倍做空NVDA ETF-T-Rex","NVDS":"1.5倍做空NVDA ETF-Tradr","AMZP":"KURV YIELD PREMIUM STRATEGY AMAZON (AMZN) ETF","NVDU":"2倍做多NVDA ETF-Direxion","AMZN":"亚马逊","AMZU":"2倍做多AMZN ETF-Direxion","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDW":"NVDA周配息ETF-Roundhill","AMZW":"Roundhill AMZN WeeklyPay™ ETF","NVDY":"NVDA期权收益策略ETF-YieldMax","NVDX":"2倍做多NVDA ETF-T-Rex","AMZY":"AMZN期权收益策略ETF-YieldMax","NVD":"2倍做空NVDA ETF-GraniteShares","FAZ":"三倍做空金融ETF-Direxion"},"source_url":"https://wallstreetcn.com/articles/3772223","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2635375194","content_text":"AI芯片制造商Cerebras Systems正以远超预期的热度冲刺美股市场，其IPO定价区间一再被突破，折射出华尔街对AI半导体赛道的强烈押注。\n5月13日据彭博社援引知情人士透露，Cerebras预计将以每股185美元定价，高于此前150至160美元的发行区间。认购需求方面，此次IPO已吸引逾20倍超额认购。\nCerebras公司周一已上调了发行区间及股份数量，而此次最终定价若落在185美元，将再度超出修订后的区间上限。\n报道援引知情人士表示，相关磋商仍在进行，最终定价尚未确定，实际定价甚至可能更高。\n按185美元计算，本次IPO募资规模将达55.5亿美元，Cerebras市值约400亿美元。据测算，若计入限制性股票单位、员工期权及认股权证，其完全稀释后估值约为490亿美元。\n\n需求热度远超预期，承销方主动管控秩序\n\nCerebras此次上市的市场热情已令承销团队不得不主动介入。\n据报道，该公司要求参与IPO认购的机构投资者，明确填报所需股份数量及可接受的最高价格，以甄别真实需求。\n本次IPO由摩根士丹利、花旗集团、巴克莱及瑞银集团联席主承销，股票将在纳斯达克全球精选市场挂牌，代码为CBRS。\nCerebras最新财务数据为高企的估值提供了基本面支撑。\n根据其提交的上市文件，2025财年该公司实现营收5.1亿美元，净利润8790万美元。\n而上一财年营收仅为2.903亿美元，净亏损4.848亿美元，一年之内完成从亏损到盈利的跨越。\n\n与亚马逊、OpenAI深度绑定，竞争格局初现\n\nCerebras已在AI头部生态中建立起关键合作关系。\n亚马逊今年宣布计划将Cerebras芯片与Trainium处理器协同用于运行AI软件；OpenAI则于今年2月发布了首个运行于Cerebras芯片的模型。\n文件显示，OpenAI持有3340万份Cerebras认股权证，其中部分权证的归属条件包括算力交付里程碑，以及Cerebras市值超过400亿美元。\n据彭博报道，在Cerebras启动IPO前数周，Arm Holdings及其控股股东软银集团曾就收购Cerebras进行接触。\n此次收购洽谈虽未促成交易，但从侧面印证了该公司在AI芯片领域的战略价值。","news_type":1,"symbols_score_info":{"NVYY":0.6,"NVII":0.6,"AMZZ":0.6,"NVDS":0.6,"AZYY":0.6,"IPOS":1.5,"NVDD":0.6,"NVDO":0.6,"AMZU":0.6,"NVDW":0.6,"NVDL":0.6,"NVDG":0.6,"NVDB":0.6,"NVD":0.6,"AMZY":0.6,"FAZ":1.5,"AMZP":0.6,"DIPS":0.6,"NVDA":2,"AMZW":0.6,"AMZD":0.6,"NVDU":0.6,"AMZN":2,"NVDX":0.6,"NVDY":0.6,"ANV":0.6,"NVDQ":0.6}},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563827529692856,"gmtCreate":1778687591891,"gmtModify":1778687594249,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"title":"","htmlText":"有意见？人家就是这么牛，还有中国的市场没开拓","listText":"有意见？人家就是这么牛，还有中国的市场没开拓","text":"有意见？人家就是这么牛，还有中国的市场没开拓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563827529692856","repostId":"1145968989","repostType":2,"repost":{"id":"1145968989","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1778684595,"share":"https://www.laohu8.com/m/news/1145968989?lang=zh_CN&edition=full","pubTime":"2026-05-13 23:03","market":"us","language":"zh","title":"富可敌国！英伟达市值飙升至5.53万亿美元，超越德、日GDP","url":"https://stock-news.laohu8.com/highlight/detail?id=1145968989","media":"老虎资讯综合","summary":"年内累涨超21%。","content":"<html><head></head><body><p>周三， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 盘中二次拉升，涨幅超3%，再创新高，年内累涨22%，总市值达5.53万亿美元。这个数字超越了印度股市的总市值，也超越了世界第三大经济体德国和第四大经济体日本的GDP，在全球仅次于美国和中国。</p><p>再换一种理解，英伟达一家公司的价值，就能轻松买下全球前十名中除了它自己以外的所有半导体/芯片公司，甚至还能剩下巨额现金。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae348b0a73dab83ba13aa6a6f5b84525\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/415e2e1fed8ec344019bb4639ccefde4\" tg-width=\"540\" tg-height=\"492\"/></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>富可敌国！英伟达市值飙升至5.53万亿美元，超越德、日GDP</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富可敌国！英伟达市值飙升至5.53万亿美元，超越德、日GDP\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-05-13 23:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周三， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 盘中二次拉升，涨幅超3%，再创新高，年内累涨22%，总市值达5.53万亿美元。这个数字超越了印度股市的总市值，也超越了世界第三大经济体德国和第四大经济体日本的GDP，在全球仅次于美国和中国。</p><p>再换一种理解，英伟达一家公司的价值，就能轻松买下全球前十名中除了它自己以外的所有半导体/芯片公司，甚至还能剩下巨额现金。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae348b0a73dab83ba13aa6a6f5b84525\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/415e2e1fed8ec344019bb4639ccefde4\" tg-width=\"540\" tg-height=\"492\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDW":"NVDA周配息ETF-Roundhill","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","NVDL":"2倍做多NVDA ETF-GraniteShares","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDS":"1.5倍做空NVDA ETF-Tradr","NVDX":"2倍做多NVDA ETF-T-Rex","NVDD":"1倍做空NVDA ETF-Direxion","NVDA":"英伟达","ANV":"GraniteShares Autocallable NVDA ETF","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDU":"2倍做多NVDA ETF-Direxion","NVD":"2倍做空NVDA ETF-GraniteShares","NVDY":"NVDA期权收益策略ETF-YieldMax","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDQ":"2倍做空NVDA ETF-T-Rex"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145968989","content_text":"周三， 英伟达 盘中二次拉升，涨幅超3%，再创新高，年内累涨22%，总市值达5.53万亿美元。这个数字超越了印度股市的总市值，也超越了世界第三大经济体德国和第四大经济体日本的GDP，在全球仅次于美国和中国。再换一种理解，英伟达一家公司的价值，就能轻松买下全球前十名中除了它自己以外的所有半导体/芯片公司，甚至还能剩下巨额现金。","news_type":1,"symbols_score_info":{"NVDW":0.6,"NVDA":2,"NVDG":0.6,"NVII":0.6,"NVDL":0.6,"NVDX":0.6,"NVDY":0.6,"ANV":0.6,"NVDO":0.6,"NVDD":0.6,"NVYY":0.6,"NVDU":0.6,"NVDB":0.6,"NVDS":0.6,"NVD":0.6,"NVDQ":0.6,"DIPS":0.6}},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557099408500016,"gmtCreate":1777042375423,"gmtModify":1777042377817,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"title":"","htmlText":"Ai夺走的工作，要达子来偿还","listText":"Ai夺走的工作，要达子来偿还","text":"Ai夺走的工作，要达子来偿还","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557099408500016","repostId":"1178576584","repostType":2,"repost":{"id":"1178576584","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1777041946,"share":"https://www.laohu8.com/m/news/1178576584?lang=zh_CN&edition=full","pubTime":"2026-04-24 22:45","market":"us","language":"zh","title":"美股异动 | 英伟达涨超3%，总市值重回5万亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1178576584","media":"老虎资讯综合","summary":"4月24日，英伟达盘中涨超3%，总市值重回5万亿美元。","content":"<html><head></head><body><p>4月24日，英伟达盘中涨超3%，总市值重回5万亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08269313badfbf237119494af828dff4\" tg-width=\"465\" tg-height=\"449\"/></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>美股异动 | 英伟达涨超3%，总市值重回5万亿美元</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; 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美股异动 | 英伟达涨超3%，总市值重回5万亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-04-24 22:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月24日，英伟达盘中涨超3%，总市值重回5万亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08269313badfbf237119494af828dff4\" tg-width=\"465\" tg-height=\"449\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVII":"Rex NVDA Growth & Income ETF","NVDA":"英伟达","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDB":"ProShares Ultra NVDA ETF","NVDS":"1.5倍做空NVDA ETF-Tradr","NVDX":"2倍做多NVDA ETF-T-Rex","NVDD":"1倍做空NVDA ETF-Direxion","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVD":"2倍做空NVDA ETF-GraniteShares","NVDQ":"2倍做空NVDA ETF-T-Rex","ANV":"GraniteShares Autocallable NVDA ETF","NVDU":"2倍做多NVDA ETF-Direxion","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDY":"NVDA期权收益策略ETF-YieldMax","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDW":"NVDA周配息ETF-Roundhill"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178576584","content_text":"4月24日，英伟达盘中涨超3%，总市值重回5万亿美元。","news_type":1,"symbols_score_info":{"NVDQ":0.6,"NVDG":0.6,"DIPS":0.6,"NVDO":0.6,"NVDS":0.6,"NVD":0.6,"NVYY":0.6,"NVDW":0.6,"NVII":0.6,"NVDB":0.6,"NVDA":2,"ANV":0.6,"NVDU":0.6,"NVDL":0.6,"NVDY":0.6,"NVDX":0.6,"NVDD":0.6}},"isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551920707764888,"gmtCreate":1775780833712,"gmtModify":1775780836249,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"title":"","htmlText":"估值2万亿？","listText":"估值2万亿？","text":"估值2万亿？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551920707764888","repostId":"1143699986","repostType":2,"repost":{"id":"1143699986","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1775780562,"share":"https://www.laohu8.com/m/news/1143699986?lang=zh_CN&edition=full","pubTime":"2026-04-10 08:22","market":"us","language":"zh","title":"SpaceX去年因AI投入亏损近50亿美元，总营收突破185亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1143699986","media":"老虎资讯综合","summary":"The Information 4月10日消息，两名知情人士透露，SpaceX去年亏损近50亿美元，营收则超过185亿美元。该亏损数据包含了xAI的相关支出——这家由埃隆・马斯克创立的人工智能公司已于今年2月被SpaceX收购。此次合并SpaceX与xAI业绩后的净亏损及其他财务数据此前均未对外披露。SpaceX正筹备有望成为史上规模最大的首次公开募股（IPO），期间对自身财务状况严格保密。这一亏损数额表明，参与该IPO的投资者，实质上是在为马斯克尚未验证的人工智能愿景提供资金，以此换取这家业绩亮眼的商业航天与通信公司的部分股权。","content":"<html><head></head><body><p>The Information 消息，两名知情人士透露，SpaceX去年亏损近50亿美元，营收则超过185亿美元。</p><p>该亏损数据包含了xAI的相关支出——这家由埃隆・马斯克创立的人工智能公司已于今年2月被SpaceX收购。</p><p>此次合并SpaceX与xAI业绩后的净亏损及其他财务数据此前均未对外披露。</p><p>SpaceX正筹备有望成为史上规模最大的首次公开募股（IPO），期间对自身财务状况严格保密。这一亏损数额表明，参与该IPO的投资者，实质上是在为马斯克尚未验证的人工智能愿景提供资金，以此换取这家业绩亮眼的商业航天与通信公司的部分股权。</p><p></p><p><img src=\"https://static.tigerbbs.com/1fd332bcfcf883aee0905e337f55b79d\" alt=\"\"/></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>SpaceX去年因AI投入亏损近50亿美元，总营收突破185亿美元</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; 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\">\nSpaceX去年因AI投入亏损近50亿美元，总营收突破185亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-04-10 08:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Information 消息，两名知情人士透露，SpaceX去年亏损近50亿美元，营收则超过185亿美元。</p><p>该亏损数据包含了xAI的相关支出——这家由埃隆・马斯克创立的人工智能公司已于今年2月被SpaceX收购。</p><p>此次合并SpaceX与xAI业绩后的净亏损及其他财务数据此前均未对外披露。</p><p>SpaceX正筹备有望成为史上规模最大的首次公开募股（IPO），期间对自身财务状况严格保密。这一亏损数额表明，参与该IPO的投资者，实质上是在为马斯克尚未验证的人工智能愿景提供资金，以此换取这家业绩亮眼的商业航天与通信公司的部分股权。</p><p></p><p><img src=\"https://static.tigerbbs.com/1fd332bcfcf883aee0905e337f55b79d\" alt=\"\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/cf9c6b6fef2300c9e50d8bfa113cf11e","relate_stocks":{"DXYZ":"Destiny Tech100 Inc","VCX":"Fundrise Innovation Fund LLC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143699986","content_text":"The Information 消息，两名知情人士透露，SpaceX去年亏损近50亿美元，营收则超过185亿美元。该亏损数据包含了xAI的相关支出——这家由埃隆・马斯克创立的人工智能公司已于今年2月被SpaceX收购。此次合并SpaceX与xAI业绩后的净亏损及其他财务数据此前均未对外披露。SpaceX正筹备有望成为史上规模最大的首次公开募股（IPO），期间对自身财务状况严格保密。这一亏损数额表明，参与该IPO的投资者，实质上是在为马斯克尚未验证的人工智能愿景提供资金，以此换取这家业绩亮眼的商业航天与通信公司的部分股权。","news_type":1,"symbols_score_info":{"DXYZ":2,"VCX":2}},"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539437918950368,"gmtCreate":1772716853682,"gmtModify":1772716855972,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"title":"","htmlText":"不早点，这个价也不便宜额","listText":"不早点，这个价也不便宜额","text":"不早点，这个价也不便宜额","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539437918950368","isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":533713189131808,"gmtCreate":1771322025447,"gmtModify":1771322027859,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"title":"","htmlText":"如果不是13f，你根本不知道他在耍什么，唱空自己捡货","listText":"如果不是13f，你根本不知道他在耍什么，唱空自己捡货","text":"如果不是13f，你根本不知道他在耍什么，唱空自己捡货","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/533713189131808","repostId":"2612431774","repostType":2,"repost":{"id":"2612431774","kind":"news","weMediaInfo":{"introduction":"美股研究社，一个专注研究美股的平台，专业的美股投资人都在这。想了解美国股市行情、美股开户、美股资讯、美股公司；想获得一手美股重磅信息；想加入美股交流社群，敬请关注我们吧。","home_visible":0,"media_name":"美股研究社","id":"1074069735","head_image":"https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6"},"pubTimestamp":1771311216,"share":"https://www.laohu8.com/m/news/2612431774?lang=zh_CN&edition=full","pubTime":"2026-02-17 14:53","market":"us","language":"zh","title":"一边警惕美股泡沫，一边重仓英伟达：达里奥的真实态度藏在13F里","url":"https://stock-news.laohu8.com/highlight/detail?id=2612431774","media":"美股研究社","summary":"达里奥讨论的始终是长周期的结构性问题，而非下一个季度的市场涨跌。13F 文件里的真实判断：桥水正在系统性押注\"AI 基础能力”如果说宏观言论是达里奥的“防御姿态”，那么 13F 持仓报告则是他的“进攻路线图”。在达里奥看来，美国经济的长期问题是真实存在的，这意味着普涨的时代可能已经结束。当市场情绪在“美股是否见顶”与\"AI 是否泡沫”之间反复摇摆时，桥水给出的答案并不在达里奥的访谈里，而是在冷冰冰的 13F 文件中。","content":"<html><head></head><body><p>过去几个月，全球投资界的目光再次聚焦在雷·达里奥（Ray Dalio）身上。作为桥水基金（Bridgewater Associates）的创始人，他的每一次公开表态都被视为宏观风向标。然而，这一次，市场捕捉到了一种微妙的张力。</p><p>一方面，在媒体访谈和公开信中，达里奥不断提醒市场警惕美国债务问题的恶化、财政赤字的不可持续性，以及长期货币体系面临的结构性压力。他的言辞恳切，甚至带着一丝预警的紧迫感，仿佛在暗示风暴将至。</p><p>另一方面，桥水基金最新披露的13F 文件却展示了另一番景象：其在多个关键科技股上的配置正在显著加码，尤其集中在 AI 与高端制造链条。如果只看言论，达里奥似乎对美股保持高度克制；但如果只看仓位，桥水却像是在为一轮结构性科技行情下重注。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e379e6c94dd845da1fd60493c405b977\" tg-width=\"1533\" tg-height=\"815\"/></p><p>这种“口嫌体正直”的现象，让许多投资者感到困惑：达里奥到底是在看空，还是在看多？</p><p>事实上，这并不是自相矛盾，而是达里奥一贯的投资逻辑在当下的投射：宏观上保持悲观，配置上寻找确定性。要理解桥水的真实意图，我们不能只听他说了什么，更要看他做了什么。</p><h2 id=\"id_2204857623\">“世界正在变得更危险”，但这并不等于“美股不可投”</h2><p>在宏观层面，达里奥近几个月的核心判断并没有发生根本变化。作为“债务周期”理论的坚定信奉者，他反复强调，美国经济正同时面临高债务、高利率与地缘政治不确定性叠加的复杂环境。在他的框架里，这种组合在历史上往往对应着较低的长期回报率，甚至可能引发货币贬值和购买力下降。他对“美国例外论”的警惕，也明显高于市场平均水平。</p><p>然而，许多投资者容易陷入一个误区：将宏观层面的“系统性风险”等同于短期市场的“全面崩盘”。</p><p>达里奥讨论的始终是长周期的结构性问题，而非下一个季度的市场涨跌。桥水基金在过去一年实现了12.41% 的收益率，略高于标普 500 指数的 12%。这一数据本身就说明了一个关键事实：在达里奥的框架中，“风险上升”并不等于“全面撤退”。</p><p>相反，当宏观不确定性提升，市场波动加剧时，桥水更倾向于通过精细的资产配置和行业选择，去捕捉“确定性相对更高的增长源”。这就像在暴风雨中航行的船长，他不会选择弃船跳海，而是会调整帆向，寻找风浪中相对平稳的航线。</p><p>理解这一点，是解读其科技股持仓变化的关键。达里奥的悲观是对“贝塔”（市场整体风险）的敬畏，而他的加仓是对“阿尔法”（超额收益机会）的捕捉。他并不否认美股中依然存在能够穿越周期的优质资产，只是这些资产的选择标准变得更为苛刻。</p><h2 id=\"id_391030553\">13F 文件里的真实判断：桥水正在系统性押注&#34;AI 基础能力”</h2><p>如果说宏观言论是达里奥的“防御姿态”，那么 13F 持仓报告则是他的“进攻路线图”。从桥水 2024 年第四季度到 2025 年第四季度的持仓变化来看，其科技股配置并非简单的追涨杀跌，而是呈现出极其清晰的结构偏好。</p><p>数据不会撒谎。英伟达（<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>）的持股数量同比增长 11%，达到 387 万股；半导体设备巨头 <a href=\"https://laohu8.com/S/LRCX\">Lam</a> Research 的增幅达到 20%；而企业软件巨头 <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> 的持仓更是同比暴增 285%，成为增持幅度最大的个股。</p><p>这些标的并非随机组合，它们共同勾勒出了桥水对AI 产业链的深度思考：</p><p>英伟达代表的是AI 时代最核心的算力基础。无论哪家大模型最终胜出，对 GPU 的需求是确定性的，这是“卖水人”的逻辑。</p><p>Lam Research位于先进制程与资本开支的上游。芯片制造能力的扩张离不开设备支持，这是硬科技的基础设施。</p><p>Salesforce则是 AI 真正向企业管理、流程重构渗透的关键入口。相比于 C 端应用的不确定性，B 端企业为效率付费的意愿和能力更强，现金流更稳定。</p><p>与此同时，桥水对Alphabet（Google 母公司）的大幅减持更具信号意义。持仓数量同比下降 56%，显示出桥水对“流量型、广告型 AI 叙事”的谨慎态度。</p><p>这种取舍背后，并不是对AI 浪潮的怀疑，而是对“谁能真正把 AI 变成长期现金流”的再判断。在达里奥看来，单纯依靠广告流量变现的故事，在宏观经济承压时可能面临估值压缩；而掌握算力底层、设备上游以及企业级应用入口的公司，具备更强的定价权和抗周期能力。桥水正在用真金白银投票，押注 AI 的“基础设施”而非&#34;AI 的流量变现”。</p><h2 id=\"id_3809737896\">言论与仓位并不矛盾：达里奥真正看重的是“穿越周期的确定性”</h2><p>如果把达里奥的宏观警告与桥水的仓位调整放在同一张图景中，会发现它们高度一致，甚至可以说是互为表里。</p><p>在达里奥看来，美国经济的长期问题是真实存在的，这意味着普涨的时代可能已经结束。但是，全球资本依然需要一个流动性最强、创新能力最集中的市场作为配置核心。在“比烂”的全球资产选项中，美股依然是“最不坏”的选择。而在这个市场中，真正具备穿越周期能力的，往往不是宏观叙事最响亮的公司，而是那些掌握底层能力、站在技术扩散关键节点的企业。</p><p>桥水当前的持仓结构完美印证了这一逻辑。在其前几大持仓中，SPY 与 IVV 两只标普 500 ETF 合计占比超过 20%。这说明桥水并未系统性看空美股整体，依然保留了足够的市场贝塔暴露，以防止踏空风险。</p><p>而在个股层面，科技股的选择则明显向&#34;AI 基础设施 + 企业级应用”集中。这种“指数打底 + 结构性进攻”的组合，正是达里奥式投资的精髓：对宏观保持敬畏，对结构性机会保持进攻。</p><p>这种策略既规避了单一宏观风险事件带来的毁灭性打击，又确保了在技术革命浪潮中不失位。当市场情绪在“美股是否见顶”与&#34;AI 是否泡沫”之间反复摇摆时，桥水给出的答案并不在达里奥的访谈里，而是在冷冰冰的 13F 文件中。</p><h2 id=\"id_2030504442\">结语</h2><p>对于普通投资者而言，达里奥的“言行不一”其实是一堂生动的投资课。</p><p>在金融市场中，言论往往带有预期管理的成分，或是为了合规，或是为了影响市场情绪。而仓位才是机构用真金白银投出的信任票。达里奥的谨慎言辞，是在提醒我们不要忽视头顶的达摩克利斯之剑；而他的激进仓位，则是在告诉我们要敢于在不确定性中下注确定性。</p><p>当你在新闻中看到大佬们警告“危机来临”时，不妨多问一句：他的钱在哪里？</p><p>真正的信号，从来不在话术里，而在仓位里。在宏观迷雾笼罩的当下，或许我们不需要像达里奥那样预测风雨，但我们需要像他一样，找到那艘能穿越风雨的船。</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>一边警惕美股泡沫，一边重仓英伟达：达里奥的真实态度藏在13F里</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一边警惕美股泡沫，一边重仓英伟达：达里奥的真实态度藏在13F里\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股研究社 </p>\n<p class=\"h-time\">2026-02-17 14:53</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>过去几个月，全球投资界的目光再次聚焦在雷·达里奥（Ray Dalio）身上。作为桥水基金（Bridgewater Associates）的创始人，他的每一次公开表态都被视为宏观风向标。然而，这一次，市场捕捉到了一种微妙的张力。</p><p>一方面，在媒体访谈和公开信中，达里奥不断提醒市场警惕美国债务问题的恶化、财政赤字的不可持续性，以及长期货币体系面临的结构性压力。他的言辞恳切，甚至带着一丝预警的紧迫感，仿佛在暗示风暴将至。</p><p>另一方面，桥水基金最新披露的13F 文件却展示了另一番景象：其在多个关键科技股上的配置正在显著加码，尤其集中在 AI 与高端制造链条。如果只看言论，达里奥似乎对美股保持高度克制；但如果只看仓位，桥水却像是在为一轮结构性科技行情下重注。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e379e6c94dd845da1fd60493c405b977\" tg-width=\"1533\" tg-height=\"815\"/></p><p>这种“口嫌体正直”的现象，让许多投资者感到困惑：达里奥到底是在看空，还是在看多？</p><p>事实上，这并不是自相矛盾，而是达里奥一贯的投资逻辑在当下的投射：宏观上保持悲观，配置上寻找确定性。要理解桥水的真实意图，我们不能只听他说了什么，更要看他做了什么。</p><h2 id=\"id_2204857623\">“世界正在变得更危险”，但这并不等于“美股不可投”</h2><p>在宏观层面，达里奥近几个月的核心判断并没有发生根本变化。作为“债务周期”理论的坚定信奉者，他反复强调，美国经济正同时面临高债务、高利率与地缘政治不确定性叠加的复杂环境。在他的框架里，这种组合在历史上往往对应着较低的长期回报率，甚至可能引发货币贬值和购买力下降。他对“美国例外论”的警惕，也明显高于市场平均水平。</p><p>然而，许多投资者容易陷入一个误区：将宏观层面的“系统性风险”等同于短期市场的“全面崩盘”。</p><p>达里奥讨论的始终是长周期的结构性问题，而非下一个季度的市场涨跌。桥水基金在过去一年实现了12.41% 的收益率，略高于标普 500 指数的 12%。这一数据本身就说明了一个关键事实：在达里奥的框架中，“风险上升”并不等于“全面撤退”。</p><p>相反，当宏观不确定性提升，市场波动加剧时，桥水更倾向于通过精细的资产配置和行业选择，去捕捉“确定性相对更高的增长源”。这就像在暴风雨中航行的船长，他不会选择弃船跳海，而是会调整帆向，寻找风浪中相对平稳的航线。</p><p>理解这一点，是解读其科技股持仓变化的关键。达里奥的悲观是对“贝塔”（市场整体风险）的敬畏，而他的加仓是对“阿尔法”（超额收益机会）的捕捉。他并不否认美股中依然存在能够穿越周期的优质资产，只是这些资产的选择标准变得更为苛刻。</p><h2 id=\"id_391030553\">13F 文件里的真实判断：桥水正在系统性押注&#34;AI 基础能力”</h2><p>如果说宏观言论是达里奥的“防御姿态”，那么 13F 持仓报告则是他的“进攻路线图”。从桥水 2024 年第四季度到 2025 年第四季度的持仓变化来看，其科技股配置并非简单的追涨杀跌，而是呈现出极其清晰的结构偏好。</p><p>数据不会撒谎。英伟达（<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>）的持股数量同比增长 11%，达到 387 万股；半导体设备巨头 <a href=\"https://laohu8.com/S/LRCX\">Lam</a> Research 的增幅达到 20%；而企业软件巨头 <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> 的持仓更是同比暴增 285%，成为增持幅度最大的个股。</p><p>这些标的并非随机组合，它们共同勾勒出了桥水对AI 产业链的深度思考：</p><p>英伟达代表的是AI 时代最核心的算力基础。无论哪家大模型最终胜出，对 GPU 的需求是确定性的，这是“卖水人”的逻辑。</p><p>Lam Research位于先进制程与资本开支的上游。芯片制造能力的扩张离不开设备支持，这是硬科技的基础设施。</p><p>Salesforce则是 AI 真正向企业管理、流程重构渗透的关键入口。相比于 C 端应用的不确定性，B 端企业为效率付费的意愿和能力更强，现金流更稳定。</p><p>与此同时，桥水对Alphabet（Google 母公司）的大幅减持更具信号意义。持仓数量同比下降 56%，显示出桥水对“流量型、广告型 AI 叙事”的谨慎态度。</p><p>这种取舍背后，并不是对AI 浪潮的怀疑，而是对“谁能真正把 AI 变成长期现金流”的再判断。在达里奥看来，单纯依靠广告流量变现的故事，在宏观经济承压时可能面临估值压缩；而掌握算力底层、设备上游以及企业级应用入口的公司，具备更强的定价权和抗周期能力。桥水正在用真金白银投票，押注 AI 的“基础设施”而非&#34;AI 的流量变现”。</p><h2 id=\"id_3809737896\">言论与仓位并不矛盾：达里奥真正看重的是“穿越周期的确定性”</h2><p>如果把达里奥的宏观警告与桥水的仓位调整放在同一张图景中，会发现它们高度一致，甚至可以说是互为表里。</p><p>在达里奥看来，美国经济的长期问题是真实存在的，这意味着普涨的时代可能已经结束。但是，全球资本依然需要一个流动性最强、创新能力最集中的市场作为配置核心。在“比烂”的全球资产选项中，美股依然是“最不坏”的选择。而在这个市场中，真正具备穿越周期能力的，往往不是宏观叙事最响亮的公司，而是那些掌握底层能力、站在技术扩散关键节点的企业。</p><p>桥水当前的持仓结构完美印证了这一逻辑。在其前几大持仓中，SPY 与 IVV 两只标普 500 ETF 合计占比超过 20%。这说明桥水并未系统性看空美股整体，依然保留了足够的市场贝塔暴露，以防止踏空风险。</p><p>而在个股层面，科技股的选择则明显向&#34;AI 基础设施 + 企业级应用”集中。这种“指数打底 + 结构性进攻”的组合，正是达里奥式投资的精髓：对宏观保持敬畏，对结构性机会保持进攻。</p><p>这种策略既规避了单一宏观风险事件带来的毁灭性打击，又确保了在技术革命浪潮中不失位。当市场情绪在“美股是否见顶”与&#34;AI 是否泡沫”之间反复摇摆时，桥水给出的答案并不在达里奥的访谈里，而是在冷冰冰的 13F 文件中。</p><h2 id=\"id_2030504442\">结语</h2><p>对于普通投资者而言，达里奥的“言行不一”其实是一堂生动的投资课。</p><p>在金融市场中，言论往往带有预期管理的成分，或是为了合规，或是为了影响市场情绪。而仓位才是机构用真金白银投出的信任票。达里奥的谨慎言辞，是在提醒我们不要忽视头顶的达摩克利斯之剑；而他的激进仓位，则是在告诉我们要敢于在不确定性中下注确定性。</p><p>当你在新闻中看到大佬们警告“危机来临”时，不妨多问一句：他的钱在哪里？</p><p>真正的信号，从来不在话术里，而在仓位里。在宏观迷雾笼罩的当下，或许我们不需要像达里奥那样预测风雨，但我们需要像他一样，找到那艘能穿越风雨的船。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","BK4581":"高盛持仓","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","BK4532":"文艺复兴科技持仓","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","BK4534":"瑞士信贷持仓","LU0882574139.USD":"富达环球消费行业基金A ACC","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","BK4141":"半导体产品","NVDA":"英伟达","SG9999015978.USD":"利安颠覆性创新基金A","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","BK4535":"淡马锡持仓","LU2063271972.USD":"富兰克林创新领域基金","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","DIPS":"做空NVDA期权收益策略ETF-YieldMax","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","SG9999014559.SGD":"United Income Focus Trust Dis SGD","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4567":"ESG概念","LU0080751232.USD":"富达环球多元动力基金A","BK4503":"景林资产持仓","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","UWM":"罗素2000指数ETF两倍做多","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","BK4543":"AI","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","3NVD.UK":"LS 3X NVIDIA","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","BK4592":"伊斯兰概念","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","NVD":"2倍做空NVDA ETF-GraniteShares","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","NVDD":"1倍做空NVDA ETF-Direxion","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4554":"元宇宙及AR概念","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","NVDG":"2倍做多NVDA ETF- Leverage Shares","BK4585":"ETF&股票定投概念","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","NVD2.UK":"2X NVIDIA ETP","2NVD.UK":"2X NVIDIA ETP","SRTY":"罗素2000指数三倍做空ETF-ProShares","BK4587":"ChatGPT概念","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","NVD3.UK":"LS 3X NVIDIA","NVDQ":"2倍做空NVDA ETF-T-Rex","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","NVDS":"1.5倍做空NVDA ETF-Tradr","NVDS.UK":"LS -1X NVIDIA","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","NVDU":"2倍做多NVDA ETF-Direxion","BK4588":"碎股","BK4550":"红杉资本持仓","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","NVDW":"NVDA周配息ETF-Roundhill","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","TNA":"罗素2000指数三倍做多ETF-Direxion","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","NVDX":"2倍做多NVDA ETF-T-Rex","BK4551":"寇图资本持仓","SGXZ81514606.USD":"大华环球创新基金A Acc USD","BK4598":"佩洛西持仓","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","NVDY":"NVDA期权收益策略ETF-YieldMax","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","NVII":"Rex NVDA Growth & Income ETF","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","BK4529":"IDC概念","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU0109392836.USD":"富兰克林科技股A","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","BK4605":"半导体精选","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","BK4608":"AI应用概念股","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0444971666.USD":"天利全球科技基金","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","BK4527":"明星科技股","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","RWM":"罗素2000指数反向ETF","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","BK4612":"AI芯片","BK4614":"Manus概念股","BK4579":"人工智能","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0557290698.USD":"施罗德环球可持续增长基金","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414478.USD":"法巴经典能源转换基金","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","SG9999001424.SGD":"United E-Commerce Fund SGD","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","TWM":"罗素2000指数两倍做空ETF","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU0079474960.USD":"联博美国增长基金A","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","IWN":"罗素2000价值股指数ETF-iShares","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IWO":"罗素2000成长股指数ETF","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","SG9999002232.USD":"Allianz Global High Payout USD","SG9999002224.SGD":"Allianz Global High Payout SGD","TZA":"罗素2000指数三倍做空ETF","NVIW.SI":"NVDA 3xLongSG261006","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","LU0072462426.USD":"贝莱德全球配置 A2","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","SNVD.UK":"LS -1X NVIDIA"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260217123621a4ac4a41&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2612431774","content_text":"过去几个月，全球投资界的目光再次聚焦在雷·达里奥（Ray Dalio）身上。作为桥水基金（Bridgewater Associates）的创始人，他的每一次公开表态都被视为宏观风向标。然而，这一次，市场捕捉到了一种微妙的张力。一方面，在媒体访谈和公开信中，达里奥不断提醒市场警惕美国债务问题的恶化、财政赤字的不可持续性，以及长期货币体系面临的结构性压力。他的言辞恳切，甚至带着一丝预警的紧迫感，仿佛在暗示风暴将至。另一方面，桥水基金最新披露的13F 文件却展示了另一番景象：其在多个关键科技股上的配置正在显著加码，尤其集中在 AI 与高端制造链条。如果只看言论，达里奥似乎对美股保持高度克制；但如果只看仓位，桥水却像是在为一轮结构性科技行情下重注。这种“口嫌体正直”的现象，让许多投资者感到困惑：达里奥到底是在看空，还是在看多？事实上，这并不是自相矛盾，而是达里奥一贯的投资逻辑在当下的投射：宏观上保持悲观，配置上寻找确定性。要理解桥水的真实意图，我们不能只听他说了什么，更要看他做了什么。“世界正在变得更危险”，但这并不等于“美股不可投”在宏观层面，达里奥近几个月的核心判断并没有发生根本变化。作为“债务周期”理论的坚定信奉者，他反复强调，美国经济正同时面临高债务、高利率与地缘政治不确定性叠加的复杂环境。在他的框架里，这种组合在历史上往往对应着较低的长期回报率，甚至可能引发货币贬值和购买力下降。他对“美国例外论”的警惕，也明显高于市场平均水平。然而，许多投资者容易陷入一个误区：将宏观层面的“系统性风险”等同于短期市场的“全面崩盘”。达里奥讨论的始终是长周期的结构性问题，而非下一个季度的市场涨跌。桥水基金在过去一年实现了12.41% 的收益率，略高于标普 500 指数的 12%。这一数据本身就说明了一个关键事实：在达里奥的框架中，“风险上升”并不等于“全面撤退”。相反，当宏观不确定性提升，市场波动加剧时，桥水更倾向于通过精细的资产配置和行业选择，去捕捉“确定性相对更高的增长源”。这就像在暴风雨中航行的船长，他不会选择弃船跳海，而是会调整帆向，寻找风浪中相对平稳的航线。理解这一点，是解读其科技股持仓变化的关键。达里奥的悲观是对“贝塔”（市场整体风险）的敬畏，而他的加仓是对“阿尔法”（超额收益机会）的捕捉。他并不否认美股中依然存在能够穿越周期的优质资产，只是这些资产的选择标准变得更为苛刻。13F 文件里的真实判断：桥水正在系统性押注\"AI 基础能力”如果说宏观言论是达里奥的“防御姿态”，那么 13F 持仓报告则是他的“进攻路线图”。从桥水 2024 年第四季度到 2025 年第四季度的持仓变化来看，其科技股配置并非简单的追涨杀跌，而是呈现出极其清晰的结构偏好。数据不会撒谎。英伟达（Nvidia）的持股数量同比增长 11%，达到 387 万股；半导体设备巨头 Lam Research 的增幅达到 20%；而企业软件巨头 Salesforce 的持仓更是同比暴增 285%，成为增持幅度最大的个股。这些标的并非随机组合，它们共同勾勒出了桥水对AI 产业链的深度思考：英伟达代表的是AI 时代最核心的算力基础。无论哪家大模型最终胜出，对 GPU 的需求是确定性的，这是“卖水人”的逻辑。Lam Research位于先进制程与资本开支的上游。芯片制造能力的扩张离不开设备支持，这是硬科技的基础设施。Salesforce则是 AI 真正向企业管理、流程重构渗透的关键入口。相比于 C 端应用的不确定性，B 端企业为效率付费的意愿和能力更强，现金流更稳定。与此同时，桥水对Alphabet（Google 母公司）的大幅减持更具信号意义。持仓数量同比下降 56%，显示出桥水对“流量型、广告型 AI 叙事”的谨慎态度。这种取舍背后，并不是对AI 浪潮的怀疑，而是对“谁能真正把 AI 变成长期现金流”的再判断。在达里奥看来，单纯依靠广告流量变现的故事，在宏观经济承压时可能面临估值压缩；而掌握算力底层、设备上游以及企业级应用入口的公司，具备更强的定价权和抗周期能力。桥水正在用真金白银投票，押注 AI 的“基础设施”而非\"AI 的流量变现”。言论与仓位并不矛盾：达里奥真正看重的是“穿越周期的确定性”如果把达里奥的宏观警告与桥水的仓位调整放在同一张图景中，会发现它们高度一致，甚至可以说是互为表里。在达里奥看来，美国经济的长期问题是真实存在的，这意味着普涨的时代可能已经结束。但是，全球资本依然需要一个流动性最强、创新能力最集中的市场作为配置核心。在“比烂”的全球资产选项中，美股依然是“最不坏”的选择。而在这个市场中，真正具备穿越周期能力的，往往不是宏观叙事最响亮的公司，而是那些掌握底层能力、站在技术扩散关键节点的企业。桥水当前的持仓结构完美印证了这一逻辑。在其前几大持仓中，SPY 与 IVV 两只标普 500 ETF 合计占比超过 20%。这说明桥水并未系统性看空美股整体，依然保留了足够的市场贝塔暴露，以防止踏空风险。而在个股层面，科技股的选择则明显向\"AI 基础设施 + 企业级应用”集中。这种“指数打底 + 结构性进攻”的组合，正是达里奥式投资的精髓：对宏观保持敬畏，对结构性机会保持进攻。这种策略既规避了单一宏观风险事件带来的毁灭性打击，又确保了在技术革命浪潮中不失位。当市场情绪在“美股是否见顶”与\"AI 是否泡沫”之间反复摇摆时，桥水给出的答案并不在达里奥的访谈里，而是在冷冰冰的 13F 文件中。结语对于普通投资者而言，达里奥的“言行不一”其实是一堂生动的投资课。在金融市场中，言论往往带有预期管理的成分，或是为了合规，或是为了影响市场情绪。而仓位才是机构用真金白银投出的信任票。达里奥的谨慎言辞，是在提醒我们不要忽视头顶的达摩克利斯之剑；而他的激进仓位，则是在告诉我们要敢于在不确定性中下注确定性。当你在新闻中看到大佬们警告“危机来临”时，不妨多问一句：他的钱在哪里？真正的信号，从来不在话术里，而在仓位里。在宏观迷雾笼罩的当下，或许我们不需要像达里奥那样预测风雨，但我们需要像他一样，找到那艘能穿越风雨的船。","news_type":1,"symbols_score_info":{"TWM":0.6,"NVDW":0.6,"NVDA":1.94,"NVDY":0.6,"NVD2.UK":0.6,"3NVD.UK":0.6,"RWM":0.6,"NVD3.UK":0.6,"NVDS":0.6,"MNQmain":0.6,"NVII":0.6,"UWM":0.6,"TZA":0.6,"NVDU":0.6,"NVDQ":0.6,"NVDD":0.6,"NVDS.UK":0.6,"IWO":0.6,"DIPS":0.6,"2NVD.UK":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"NVDX":0.6,"SRTY":0.6,"NVD":0.6,"IWN":0.6,"NVDG":0.6,"TNA":0.6}},"isVote":1,"tweetType":1,"viewCount":880,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518353812320536,"gmtCreate":1767523239125,"gmtModify":1767523241286,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"title":"","htmlText":"达哥加油","listText":"达哥加油","text":"达哥加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518353812320536","repostId":"2600204628","repostType":2,"repost":{"id":"2600204628","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1767505705,"share":"https://www.laohu8.com/m/news/2600204628?lang=zh_CN&edition=full","pubTime":"2026-01-04 13:48","market":"sg","language":"zh","title":"CES 2026前瞻：英伟达或重塑物理AI，中美韩机器人齐“秀肌肉”","url":"https://stock-news.laohu8.com/highlight/detail?id=2600204628","media":"华尔街见闻","summary":"CES 2026凸显芯片巨头战略分野：英伟达重心转向工业AI与机器人，而AMD与英特尔则坚守并升级传统PC市场。展会焦点已从消费电子转向人形机器人、AI定义汽车及卷轴屏等颠覆性硬件的产业化竞速，中、美、韩厂商在各赛道展开激烈角逐。","content":"<html><head></head><body><blockquote><p>CES 2026凸显芯片巨头战略分野：英伟达重心转向工业AI与机器人，而AMD与英特尔则坚守并升级传统PC市场。展会焦点已从消费电子转向人形机器人、AI定义汽车及卷轴屏等颠覆性硬件的产业化竞速，中、美、韩厂商在各赛道展开激烈角逐。</p></blockquote><p style=\"text-align: left;\">2026年消费电子展（CES）将于1月4日至9日在美国拉斯维加斯举行，CES一向是科技企业发表年度新品的重要舞台，展品涵盖即将上市的产品，以及仍处于概念阶段、未必投产的装置。</p><p style=\"text-align: left;\">芯片巨头的策略在CES 2026将出现显著分化，英伟达的重心明显不在传统的消费级显卡市场。</p><blockquote><ul style=\"\"><li><p style=\"text-align: left;\"><strong>英伟达（NVIDIA）：</strong> 市场预期的RTX 50 Super系列显卡（包括RTX 5080 SUPER等）或因GDDR7显存价格高企和供应短缺而<strong>推迟发布</strong>。CEO黄仁勋的演讲将聚焦“Physical AI”，<strong>推动AI算力向机器人与工业场景延伸</strong>。英伟达可能转而专注于高利润产品，如96GB显存的RTX PRO 6000 Blackwell。</p></li><li><p style=\"text-align: left;\"><strong>AMD： 采取稳健升级策略。</strong>桌面端预计推出Ryzen 9000系列，其中旗舰Ryzen 9 9950X3D2将搭载双芯片3D V-Cache，L3缓存达192MB，针对工作站用户。移动端将发布Ryzen AI 400系列（代号Gorgon Point）以巩固PC市场。</p></li><li><p style=\"text-align: left;\"><strong>英特尔（Intel）： 面临关键一战。</strong>将发布Intel Core Ultra Series 3（Panther Lake），预计包含约14款SKU。旗舰型号Core Ultra X9 388H配备16核，最高频率5.1GHz。若能获得OEM广泛支持，将有助于缓解市场对其先进制程执行力的疑虑。</p></li></ul></blockquote><h2 id=\"id_425381033\" style=\"text-align: left;\">具身智能战场：从中美韩“三国杀”看执行力进阶</h2><p style=\"text-align: left;\">2026年被视为人形机器人从Demo走向工位的关键年份，核心看点在于“降本增效”与“实战验证”。</p><blockquote><ul style=\"\"><li><p style=\"text-align: left;\"><strong>中国阵营（成本与量产）：</strong> 宇树和智元继续主导成本控制。宇树或展示G1量产版在工厂流水线的操作；智元将展示X2、A2等全系列产品及灵巧手等核心部件。</p></li><li><p style=\"text-align: left;\"><strong>美国阵营（技术标杆）：</strong> 波士顿动力的全电动Atlas将进行首次公开演示，直接对标特斯拉Optimus，展示商业化潜力。</p></li><li><p style=\"text-align: left;\"><strong>韩国阵营（产业链抱团）：</strong> 韩国将展示“K-Humanoid”联盟，由三星投资的Rainbow Robotics领衔。展品包括轮式底盘工业级人形机器人HMND 01 Alpha（身高220厘米，载荷15公斤），显示出韩国在零部件到整机全产业链的整合野心。</p></li></ul></blockquote><h2 id=\"id_2228659297\" style=\"text-align: left;\">端侧 AI 与 XR：安卓阵营的反击与中国厂商的“轻量化”突围</h2><p style=\"text-align: left;\">XR市场正在经历Apple Vision Pro发布后的“消化期”，CES 2026将是安卓阵营反击的起点。</p><blockquote><ul style=\"\"><li><p style=\"text-align: left;\"><strong>三星/谷歌联盟：</strong>三星将首秀获CES创新奖的Galaxy XR眼镜，搭载高通Snapdragon XR2+ Gen 3芯片，运行Android XR系统并深度集成Gemini AI，试图构建与苹果抗衡的生态。</p></li><li><p style=\"text-align: left;\"><strong>中国厂商（轻量化路径）：</strong> 阿里和Rokid引领“轻量化AI眼镜”潮流，避开重型头显的锋芒。阿里将展示夸克AI眼镜S1，搭载千问AI助手；Rokid Glasses则主打实时翻译、AR导航等实用场景。</p></li><li><p style=\"text-align: left;\"><strong>智能家居：</strong> 扫地机器人进入“微创新”阶段。科沃斯（X11 Omni Cyclone）和追觅不再单纯追求参数，而是通过引入旋风分离结构、GaN快充及四足越障技术，推动设备向自主服务的智能体进化。</p></li></ul></blockquote><h2 id=\"id_197719852\" style=\"text-align: left;\">汽车产业：从“软件定义”跃迁至“AI 定义”，芯片军备竞赛升级</h2><p style=\"text-align: left;\">汽车行业正经历技术架构的深层变革，智驾芯片的竞争格局日益清晰。</p><blockquote><ul style=\"\"><li><p style=\"text-align: left;\"><strong>芯片军备竞赛：</strong></p><ul style=\"\"><li><p style=\"text-align: left;\"><strong>英伟达：</strong> 凭借Thor芯片（2000 TOPS算力）主导L4级高端市场，极氪等车企计划2025年量产。</p></li><li><p style=\"text-align: left;\"><strong>高通：</strong> 虽AI算力不及英伟达，但凭借Snapdragon Ride Elite平台的“舱驾一体”架构，成功切入理想、奔驰供应链。</p></li><li><p style=\"text-align: left;\"><strong>Mobileye：</strong> 依靠EyeQ6 Lite在L2+级市场保持性价比优势，占据量产走量车型的高地。</p></li></ul></li><li><p style=\"text-align: left;\"><strong>整车技术：</strong> 吉利（银河A7搭载雷神AI电混2.0，热效率47.26%）和长城（VLA全场景大模型）展示了中国车企在架构革新上的领先优势。海外方面，宝马将展示基于Neue Klasse架构的iX3，集成Alexa+技术。</p></li></ul></blockquote><h2 id=\"id_1286510983\" style=\"text-align: left;\">硬件形态突围：联想的卷轴屏与电视厂商的 AI 画质战</h2><p style=\"text-align: left;\">面对传统硬件的创新天花板，厂商开始探索激进的形态突破。</p><blockquote><ul style=\"\"><li><p style=\"text-align: left;\"><strong>联想：</strong> 将展示ThinkBook Plus Gen 7 Auto Twist（AI驱动自动旋转屏幕）以及ThinkPad Rollable XD（卷轴屏笔记本）的实际可操作原型机，试图解决大屏与便携的矛盾。</p></li><li><p style=\"text-align: left;\"><strong>显示技术：</strong> TCL和海信继续深耕Mini-LED。TCL推出SQD-MiniLED，海信展示RGB-Mini LED，双方均重点强调AI图像处理器对画质的动态优化能力，试图用AI讲述新的显示故事。</p></li></ul></blockquote></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CES 2026前瞻：英伟达或重塑物理AI，中美韩机器人齐“秀肌肉”</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\">\nCES 2026前瞻：英伟达或重塑物理AI，中美韩机器人齐“秀肌肉”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-01-04 13:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>CES 2026凸显芯片巨头战略分野：英伟达重心转向工业AI与机器人，而AMD与英特尔则坚守并升级传统PC市场。展会焦点已从消费电子转向人形机器人、AI定义汽车及卷轴屏等颠覆性硬件的产业化竞速，中、美、韩厂商在各赛道展开激烈角逐。</p></blockquote><p style=\"text-align: left;\">2026年消费电子展（CES）将于1月4日至9日在美国拉斯维加斯举行，CES一向是科技企业发表年度新品的重要舞台，展品涵盖即将上市的产品，以及仍处于概念阶段、未必投产的装置。</p><p style=\"text-align: left;\">芯片巨头的策略在CES 2026将出现显著分化，英伟达的重心明显不在传统的消费级显卡市场。</p><blockquote><ul style=\"\"><li><p style=\"text-align: left;\"><strong>英伟达（NVIDIA）：</strong> 市场预期的RTX 50 Super系列显卡（包括RTX 5080 SUPER等）或因GDDR7显存价格高企和供应短缺而<strong>推迟发布</strong>。CEO黄仁勋的演讲将聚焦“Physical AI”，<strong>推动AI算力向机器人与工业场景延伸</strong>。英伟达可能转而专注于高利润产品，如96GB显存的RTX PRO 6000 Blackwell。</p></li><li><p style=\"text-align: left;\"><strong>AMD： 采取稳健升级策略。</strong>桌面端预计推出Ryzen 9000系列，其中旗舰Ryzen 9 9950X3D2将搭载双芯片3D V-Cache，L3缓存达192MB，针对工作站用户。移动端将发布Ryzen AI 400系列（代号Gorgon Point）以巩固PC市场。</p></li><li><p style=\"text-align: left;\"><strong>英特尔（Intel）： 面临关键一战。</strong>将发布Intel Core Ultra Series 3（Panther Lake），预计包含约14款SKU。旗舰型号Core Ultra X9 388H配备16核，最高频率5.1GHz。若能获得OEM广泛支持，将有助于缓解市场对其先进制程执行力的疑虑。</p></li></ul></blockquote><h2 id=\"id_425381033\" style=\"text-align: left;\">具身智能战场：从中美韩“三国杀”看执行力进阶</h2><p style=\"text-align: left;\">2026年被视为人形机器人从Demo走向工位的关键年份，核心看点在于“降本增效”与“实战验证”。</p><blockquote><ul style=\"\"><li><p style=\"text-align: left;\"><strong>中国阵营（成本与量产）：</strong> 宇树和智元继续主导成本控制。宇树或展示G1量产版在工厂流水线的操作；智元将展示X2、A2等全系列产品及灵巧手等核心部件。</p></li><li><p style=\"text-align: left;\"><strong>美国阵营（技术标杆）：</strong> 波士顿动力的全电动Atlas将进行首次公开演示，直接对标特斯拉Optimus，展示商业化潜力。</p></li><li><p style=\"text-align: left;\"><strong>韩国阵营（产业链抱团）：</strong> 韩国将展示“K-Humanoid”联盟，由三星投资的Rainbow Robotics领衔。展品包括轮式底盘工业级人形机器人HMND 01 Alpha（身高220厘米，载荷15公斤），显示出韩国在零部件到整机全产业链的整合野心。</p></li></ul></blockquote><h2 id=\"id_2228659297\" style=\"text-align: left;\">端侧 AI 与 XR：安卓阵营的反击与中国厂商的“轻量化”突围</h2><p style=\"text-align: left;\">XR市场正在经历Apple Vision Pro发布后的“消化期”，CES 2026将是安卓阵营反击的起点。</p><blockquote><ul style=\"\"><li><p style=\"text-align: left;\"><strong>三星/谷歌联盟：</strong>三星将首秀获CES创新奖的Galaxy XR眼镜，搭载高通Snapdragon XR2+ Gen 3芯片，运行Android XR系统并深度集成Gemini AI，试图构建与苹果抗衡的生态。</p></li><li><p style=\"text-align: left;\"><strong>中国厂商（轻量化路径）：</strong> 阿里和Rokid引领“轻量化AI眼镜”潮流，避开重型头显的锋芒。阿里将展示夸克AI眼镜S1，搭载千问AI助手；Rokid Glasses则主打实时翻译、AR导航等实用场景。</p></li><li><p style=\"text-align: left;\"><strong>智能家居：</strong> 扫地机器人进入“微创新”阶段。科沃斯（X11 Omni Cyclone）和追觅不再单纯追求参数，而是通过引入旋风分离结构、GaN快充及四足越障技术，推动设备向自主服务的智能体进化。</p></li></ul></blockquote><h2 id=\"id_197719852\" style=\"text-align: left;\">汽车产业：从“软件定义”跃迁至“AI 定义”，芯片军备竞赛升级</h2><p style=\"text-align: left;\">汽车行业正经历技术架构的深层变革，智驾芯片的竞争格局日益清晰。</p><blockquote><ul style=\"\"><li><p style=\"text-align: left;\"><strong>芯片军备竞赛：</strong></p><ul style=\"\"><li><p style=\"text-align: left;\"><strong>英伟达：</strong> 凭借Thor芯片（2000 TOPS算力）主导L4级高端市场，极氪等车企计划2025年量产。</p></li><li><p style=\"text-align: left;\"><strong>高通：</strong> 虽AI算力不及英伟达，但凭借Snapdragon Ride Elite平台的“舱驾一体”架构，成功切入理想、奔驰供应链。</p></li><li><p style=\"text-align: left;\"><strong>Mobileye：</strong> 依靠EyeQ6 Lite在L2+级市场保持性价比优势，占据量产走量车型的高地。</p></li></ul></li><li><p style=\"text-align: left;\"><strong>整车技术：</strong> 吉利（银河A7搭载雷神AI电混2.0，热效率47.26%）和长城（VLA全场景大模型）展示了中国车企在架构革新上的领先优势。海外方面，宝马将展示基于Neue Klasse架构的iX3，集成Alexa+技术。</p></li></ul></blockquote><h2 id=\"id_1286510983\" style=\"text-align: left;\">硬件形态突围：联想的卷轴屏与电视厂商的 AI 画质战</h2><p style=\"text-align: left;\">面对传统硬件的创新天花板，厂商开始探索激进的形态突破。</p><blockquote><ul style=\"\"><li><p style=\"text-align: left;\"><strong>联想：</strong> 将展示ThinkBook Plus Gen 7 Auto Twist（AI驱动自动旋转屏幕）以及ThinkPad Rollable XD（卷轴屏笔记本）的实际可操作原型机，试图解决大屏与便携的矛盾。</p></li><li><p style=\"text-align: left;\"><strong>显示技术：</strong> TCL和海信继续深耕Mini-LED。TCL推出SQD-MiniLED，海信展示RGB-Mini LED，双方均重点强调AI图像处理器对画质的动态优化能力，试图用AI讲述新的显示故事。</p></li></ul></blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e39f5931d4cf3fccc49c0e890fceb462","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU2063271972.USD":"富兰克林创新领域基金","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU0557290698.USD":"施罗德环球可持续增长基金","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","BK4567":"ESG概念","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0080751232.USD":"富达环球多元动力基金A","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","BK4543":"AI","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU0079474960.USD":"联博美国增长基金A","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","SNVD.UK":"LS -1X NVIDIA","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","BK4549":"软银资本持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","BK4554":"元宇宙及AR概念","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4551":"寇图资本持仓","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","BK4529":"IDC概念","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","BK4527":"明星科技股","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","BK4579":"人工智能","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","BK4534":"瑞士信贷持仓","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","LU0882574139.USD":"富达环球消费行业基金A ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","NVDA":"英伟达","NVD3.UK":"LS 3X NVIDIA","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","2NVD.UK":"2X NVIDIA ETP","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0823414478.USD":"法巴经典能源转换基金","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","SG9999001424.SGD":"United E-Commerce Fund SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","NVD2.UK":"2X NVIDIA ETP","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","BK4503":"景林资产持仓","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","NVDS.UK":"LS -1X NVIDIA","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","SG9999014906.USD":"大华全球优质成长基金Acc USD","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","NVIW.SI":"NVDA 3xLongSG261006","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","SG9999002232.USD":"Allianz Global High Payout USD","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","BK4592":"伊斯兰概念","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0072462426.USD":"贝莱德全球配置 A2","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","BK4585":"ETF&股票定投概念","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4587":"ChatGPT概念","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","SG9999015978.USD":"利安颠覆性创新基金A","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","BK4588":"碎股","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","BK4598":"佩洛西持仓","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU0109392836.USD":"富兰克林科技股A","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4605":"半导体精选","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4608":"AI应用概念股","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","NVD":"2倍做空NVDA ETF-GraniteShares","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0444971666.USD":"天利全球科技基金","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","NVDD":"1倍做空NVDA ETF-Direxion","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","BK4612":"AI芯片","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","BK4614":"Manus概念股","NVDU":"2倍做多NVDA ETF-Direxion","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","3NVD.UK":"LS 3X NVIDIA","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","NVDX":"2倍做多NVDA ETF-T-Rex","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","NVDY":"NVDA期权收益策略ETF-YieldMax","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","BK4141":"半导体产品","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC"},"source_url":"https://wallstreetcn.com/articles/3762500","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2600204628","content_text":"CES 2026凸显芯片巨头战略分野：英伟达重心转向工业AI与机器人，而AMD与英特尔则坚守并升级传统PC市场。展会焦点已从消费电子转向人形机器人、AI定义汽车及卷轴屏等颠覆性硬件的产业化竞速，中、美、韩厂商在各赛道展开激烈角逐。2026年消费电子展（CES）将于1月4日至9日在美国拉斯维加斯举行，CES一向是科技企业发表年度新品的重要舞台，展品涵盖即将上市的产品，以及仍处于概念阶段、未必投产的装置。芯片巨头的策略在CES 2026将出现显著分化，英伟达的重心明显不在传统的消费级显卡市场。英伟达（NVIDIA）： 市场预期的RTX 50 Super系列显卡（包括RTX 5080 SUPER等）或因GDDR7显存价格高企和供应短缺而推迟发布。CEO黄仁勋的演讲将聚焦“Physical AI”，推动AI算力向机器人与工业场景延伸。英伟达可能转而专注于高利润产品，如96GB显存的RTX PRO 6000 Blackwell。AMD： 采取稳健升级策略。桌面端预计推出Ryzen 9000系列，其中旗舰Ryzen 9 9950X3D2将搭载双芯片3D V-Cache，L3缓存达192MB，针对工作站用户。移动端将发布Ryzen AI 400系列（代号Gorgon Point）以巩固PC市场。英特尔（Intel）： 面临关键一战。将发布Intel Core Ultra Series 3（Panther Lake），预计包含约14款SKU。旗舰型号Core Ultra X9 388H配备16核，最高频率5.1GHz。若能获得OEM广泛支持，将有助于缓解市场对其先进制程执行力的疑虑。具身智能战场：从中美韩“三国杀”看执行力进阶2026年被视为人形机器人从Demo走向工位的关键年份，核心看点在于“降本增效”与“实战验证”。中国阵营（成本与量产）： 宇树和智元继续主导成本控制。宇树或展示G1量产版在工厂流水线的操作；智元将展示X2、A2等全系列产品及灵巧手等核心部件。美国阵营（技术标杆）： 波士顿动力的全电动Atlas将进行首次公开演示，直接对标特斯拉Optimus，展示商业化潜力。韩国阵营（产业链抱团）： 韩国将展示“K-Humanoid”联盟，由三星投资的Rainbow Robotics领衔。展品包括轮式底盘工业级人形机器人HMND 01 Alpha（身高220厘米，载荷15公斤），显示出韩国在零部件到整机全产业链的整合野心。端侧 AI 与 XR：安卓阵营的反击与中国厂商的“轻量化”突围XR市场正在经历Apple Vision Pro发布后的“消化期”，CES 2026将是安卓阵营反击的起点。三星/谷歌联盟：三星将首秀获CES创新奖的Galaxy XR眼镜，搭载高通Snapdragon XR2+ Gen 3芯片，运行Android XR系统并深度集成Gemini AI，试图构建与苹果抗衡的生态。中国厂商（轻量化路径）： 阿里和Rokid引领“轻量化AI眼镜”潮流，避开重型头显的锋芒。阿里将展示夸克AI眼镜S1，搭载千问AI助手；Rokid Glasses则主打实时翻译、AR导航等实用场景。智能家居： 扫地机器人进入“微创新”阶段。科沃斯（X11 Omni Cyclone）和追觅不再单纯追求参数，而是通过引入旋风分离结构、GaN快充及四足越障技术，推动设备向自主服务的智能体进化。汽车产业：从“软件定义”跃迁至“AI 定义”，芯片军备竞赛升级汽车行业正经历技术架构的深层变革，智驾芯片的竞争格局日益清晰。芯片军备竞赛：英伟达： 凭借Thor芯片（2000 TOPS算力）主导L4级高端市场，极氪等车企计划2025年量产。高通： 虽AI算力不及英伟达，但凭借Snapdragon Ride Elite平台的“舱驾一体”架构，成功切入理想、奔驰供应链。Mobileye： 依靠EyeQ6 Lite在L2+级市场保持性价比优势，占据量产走量车型的高地。整车技术： 吉利（银河A7搭载雷神AI电混2.0，热效率47.26%）和长城（VLA全场景大模型）展示了中国车企在架构革新上的领先优势。海外方面，宝马将展示基于Neue Klasse架构的iX3，集成Alexa+技术。硬件形态突围：联想的卷轴屏与电视厂商的 AI 画质战面对传统硬件的创新天花板，厂商开始探索激进的形态突破。联想： 将展示ThinkBook Plus Gen 7 Auto Twist（AI驱动自动旋转屏幕）以及ThinkPad Rollable XD（卷轴屏笔记本）的实际可操作原型机，试图解决大屏与便携的矛盾。显示技术： TCL和海信继续深耕Mini-LED。TCL推出SQD-MiniLED，海信展示RGB-Mini LED，双方均重点强调AI图像处理器对画质的动态优化能力，试图用AI讲述新的显示故事。","news_type":1,"symbols_score_info":{"NVIW.SI":0.6,"NVDS":0.6,"NVD":0.6,"2NVD.UK":0.6,"NVDX":0.6,"NVDD":0.6,"NVD2.UK":0.6,"SNVD.UK":0.6,"NVDA":1.95,"3NVD.UK":0.6,"NVDU":0.6,"NVD3.UK":0.6,"NVDS.UK":0.6,"NVDY":0.6}},"isVote":1,"tweetType":1,"viewCount":1845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":495503819771928,"gmtCreate":1762003599581,"gmtModify":1762003602026,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"title":"","htmlText":"泡沫还没来，快等不住了","listText":"泡沫还没来，快等不住了","text":"泡沫还没来，快等不住了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/495503819771928","repostId":"1190048355","repostType":2,"repost":{"id":"1190048355","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1761998505,"share":"https://www.laohu8.com/m/news/1190048355?lang=zh_CN&edition=full","pubTime":"2025-11-01 20:01","market":"us","language":"zh","title":"伯克希尔Q3运营利润大增34%，现金储备3816.7亿美元再创纪录","url":"https://stock-news.laohu8.com/highlight/detail?id=1190048355","media":"老虎资讯综合","summary":"11月1日，$伯克希尔(BRK.A)$哈撒韦A发布2025年第三季度业绩。财报显示，第三季度营收949.72亿美元，上年同期929.95亿美元，市场预期915.5亿美元；净利润307.96亿美元，上年同期262.51亿美元，市场预期127.3亿美元。","content":"<html><head></head><body><p>11月1日，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>发布2025年第三季度业绩。财报显示，第三季度营收949.72亿美元，上年同期929.95亿美元，市场预期915.5亿美元；净利润307.96亿美元，上年同期262.51亿美元，市场预期127.3亿美元；每股收益14.28美元，上年同期12.18美元，市场预期5.89美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3d9c2659c22f1e802768ca6798429c4\" title=\"\" tg-width=\"744\" tg-height=\"738\"/></p><p>第三季度营业利润为134.9亿美元，去年同期为100.9亿美元。</p><p>第三季度末现金储备达到创纪录的3816.7亿美元。</p><p>公司第三季度投资净收益为173.11亿美元，去年同期为161.61亿美元。</p><p>公司在三季度已连续第12个季度成为股票净卖方。</p><p>截至2025年9月30日，公司已发行1,438,223股A类等值流通股。</p><p>伯克希尔哈撒韦：多年来，我们的股权投资一直集中在少数几家公司。截至2025年9月30日及2024年12月31日，我们五大持股的公允价值分别占股权投资总公允价值的66%和71%。这两个时点的五大持仓公司均为：美国运通、苹果、美国银行、可口可乐以及雪佛龙。截至2025年9月30日，我们持有美国运通公司1.516亿股普通股，占其流通普通股的22.0%。</p><p>此外，三季度我们还持有西方石油公司的普通股。截至2025年9月30日，我们持有卡夫亨氏27.5%的流通普通股以及西方石油26.9%的流通普通股。</p><p>在第三季度和10月的前20天没有回购任何本公司的股票。</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>伯克希尔Q3运营利润大增34%，现金储备3816.7亿美元再创纪录</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伯克希尔Q3运营利润大增34%，现金储备3816.7亿美元再创纪录\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\">2025-11-01 20:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月1日，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>发布2025年第三季度业绩。财报显示，第三季度营收949.72亿美元，上年同期929.95亿美元，市场预期915.5亿美元；净利润307.96亿美元，上年同期262.51亿美元，市场预期127.3亿美元；每股收益14.28美元，上年同期12.18美元，市场预期5.89美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3d9c2659c22f1e802768ca6798429c4\" title=\"\" tg-width=\"744\" tg-height=\"738\"/></p><p>第三季度营业利润为134.9亿美元，去年同期为100.9亿美元。</p><p>第三季度末现金储备达到创纪录的3816.7亿美元。</p><p>公司第三季度投资净收益为173.11亿美元，去年同期为161.61亿美元。</p><p>公司在三季度已连续第12个季度成为股票净卖方。</p><p>截至2025年9月30日，公司已发行1,438,223股A类等值流通股。</p><p>伯克希尔哈撒韦：多年来，我们的股权投资一直集中在少数几家公司。截至2025年9月30日及2024年12月31日，我们五大持股的公允价值分别占股权投资总公允价值的66%和71%。这两个时点的五大持仓公司均为：美国运通、苹果、美国银行、可口可乐以及雪佛龙。截至2025年9月30日，我们持有美国运通公司1.516亿股普通股，占其流通普通股的22.0%。</p><p>此外，三季度我们还持有西方石油公司的普通股。截至2025年9月30日，我们持有卡夫亨氏27.5%的流通普通股以及西方石油26.9%的流通普通股。</p><p>在第三季度和10月的前20天没有回购任何本公司的股票。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BRK.A":"伯克希尔","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BRK.B":"伯克希尔B","BK4176":"多领域控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190048355","content_text":"11月1日，伯克希尔发布2025年第三季度业绩。财报显示，第三季度营收949.72亿美元，上年同期929.95亿美元，市场预期915.5亿美元；净利润307.96亿美元，上年同期262.51亿美元，市场预期127.3亿美元；每股收益14.28美元，上年同期12.18美元，市场预期5.89美元。第三季度营业利润为134.9亿美元，去年同期为100.9亿美元。第三季度末现金储备达到创纪录的3816.7亿美元。公司第三季度投资净收益为173.11亿美元，去年同期为161.61亿美元。公司在三季度已连续第12个季度成为股票净卖方。截至2025年9月30日，公司已发行1,438,223股A类等值流通股。伯克希尔哈撒韦：多年来，我们的股权投资一直集中在少数几家公司。截至2025年9月30日及2024年12月31日，我们五大持股的公允价值分别占股权投资总公允价值的66%和71%。这两个时点的五大持仓公司均为：美国运通、苹果、美国银行、可口可乐以及雪佛龙。截至2025年9月30日，我们持有美国运通公司1.516亿股普通股，占其流通普通股的22.0%。此外，三季度我们还持有西方石油公司的普通股。截至2025年9月30日，我们持有卡夫亨氏27.5%的流通普通股以及西方石油26.9%的流通普通股。在第三季度和10月的前20天没有回购任何本公司的股票。","news_type":1,"symbols_score_info":{"BRK.A":1.5,"BRK.B":2}},"isVote":1,"tweetType":1,"viewCount":2061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490197886709896,"gmtCreate":1760704578275,"gmtModify":1760704580805,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"title":"","htmlText":"这个好，不需要玩3.3倍会爆仓的杠杆了","listText":"这个好，不需要玩3.3倍会爆仓的杠杆了","text":"这个好，不需要玩3.3倍会爆仓的杠杆了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490197886709896","isVote":1,"tweetType":1,"viewCount":2550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434602034278544,"gmtCreate":1747137602352,"gmtModify":1747137604234,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"title":"","htmlText":"希望如此吧，我都踏空早早卖飞了","listText":"希望如此吧，我都踏空早早卖飞了","text":"希望如此吧，我都踏空早早卖飞了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434602034278544","repostId":"1110113443","repostType":4,"repost":{"id":"1110113443","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1747121989,"share":"https://www.laohu8.com/m/news/1110113443?lang=zh_CN&edition=full","pubTime":"2025-05-13 15:39","market":"us","language":"zh","title":"在大举押注股票之前，请了解熊市中往往会出现大规模的反弹行情","url":"https://stock-news.laohu8.com/highlight/detail?id=1110113443","media":"老虎资讯综合","summary":"尽管美股周一大幅上涨，但以科技股为主的纳斯达克综合指数COMP仍较历史高点下跌逾7%。虽然这并不能保证美国股市正处于熊市，但也不能仅仅因为市场出现爆炸性反弹就排除这种可能性。请考虑纳斯达克综合指数自1971年创建以来所有涨幅至少4.4%的反弹行情。根据内德·戴维斯的时间统计，熊市天数占1971年以来总天数的25%，而涨幅至少4.4%的天数中有66%发生在熊市期间。","content":"<html><head></head><body><p style=\"text-align: start;\">投资者当前断言美股股市将创下历史新高，可能为时过早。</p><p style=\"text-align: start;\">尽管美股周一大幅上涨，但以科技股为主的纳斯达克综合指数COMP仍较历史高点下跌逾7%。道琼斯工业股票平均价格指数DJIA和标普500指数SPX仍处于熊市，分别较各自高点低5%。</p><p style=\"text-align: start;\">以下图表提供了另一个需要谨慎的理由。该图表将道指自今年早些时候创下历史新高以来的回报率与过去50年所有熊市（根据内德·戴维斯研究公司(Ned Davis Research)的统计）头几个月的平均回报率进行了比较。请注意，这两个图表系列的走势（在统计误差范围内）并驾齐驱。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e4aec0916c2f8f7f2d3b23681e2d98cb\" tg-width=\"700\" tg-height=\"471\"/></p><p style=\"text-align: start;\">虽然这并不能保证美国股市正处于熊市，但也不能仅仅因为市场出现爆炸性反弹就排除这种可能性。这是一个重要的区别，也是为什么眼下在华尔街谨慎行事是一种美德的原因。</p><p style=\"text-align: start;\">CFRA首席投资策略师山姆·斯托瓦尔(Sam Stovall)周一早间指出周一的飙升可能是熊市反弹的另一个原因。他写道：&#34;自二战以来，近三分之二的熊市都以两位数的跌幅开局，随后反弹至200日移动均线2%或更高的范围内，然后逆转方向再次下探，创出更低的低点。&#34;</p><p style=\"text-align: start;\">投资者情绪也是一个相关因素。与牛市攀越&#34;忧虑之墙&#34;不同，熊市滑下的是&#34;希望之坡&#34;。之所以相关，是因为爆炸性反弹会让希望保持活力，诱使毫无戒心的投资者重返市场，而这往往发生在市场开始新一轮下跌之前。这就是为什么大反弹在熊市中比在牛市中更常见。</p><p style=\"text-align: start;\">请考虑纳斯达克综合指数自1971年创建以来所有涨幅至少4.4%（相当于5月12日的涨幅）的反弹行情。根据内德·戴维斯的时间统计，熊市天数占1971年以来总天数的25%，而涨幅至少4.4%的天数中有66%发生在熊市期间。如果大反弹是随机发生的，这一比例将比预期高出2.5倍。因此，如果周一的反弹是您必须做出预测的唯一数据，那么明智的押注是我们正处于熊市。</p><p style=\"text-align: start;\">关键要点是？控制住你的兴奋情绪。近期的市场表现与今年早些时候开始的熊市并不矛盾。</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>在大举押注股票之前，请了解熊市中往往会出现大规模的反弹行情</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在大举押注股票之前，请了解熊市中往往会出现大规模的反弹行情\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-05-13 15:39</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;\">投资者当前断言美股股市将创下历史新高，可能为时过早。</p><p style=\"text-align: start;\">尽管美股周一大幅上涨，但以科技股为主的纳斯达克综合指数COMP仍较历史高点下跌逾7%。道琼斯工业股票平均价格指数DJIA和标普500指数SPX仍处于熊市，分别较各自高点低5%。</p><p style=\"text-align: start;\">以下图表提供了另一个需要谨慎的理由。该图表将道指自今年早些时候创下历史新高以来的回报率与过去50年所有熊市（根据内德·戴维斯研究公司(Ned Davis Research)的统计）头几个月的平均回报率进行了比较。请注意，这两个图表系列的走势（在统计误差范围内）并驾齐驱。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e4aec0916c2f8f7f2d3b23681e2d98cb\" tg-width=\"700\" tg-height=\"471\"/></p><p style=\"text-align: start;\">虽然这并不能保证美国股市正处于熊市，但也不能仅仅因为市场出现爆炸性反弹就排除这种可能性。这是一个重要的区别，也是为什么眼下在华尔街谨慎行事是一种美德的原因。</p><p style=\"text-align: start;\">CFRA首席投资策略师山姆·斯托瓦尔(Sam Stovall)周一早间指出周一的飙升可能是熊市反弹的另一个原因。他写道：&#34;自二战以来，近三分之二的熊市都以两位数的跌幅开局，随后反弹至200日移动均线2%或更高的范围内，然后逆转方向再次下探，创出更低的低点。&#34;</p><p style=\"text-align: start;\">投资者情绪也是一个相关因素。与牛市攀越&#34;忧虑之墙&#34;不同，熊市滑下的是&#34;希望之坡&#34;。之所以相关，是因为爆炸性反弹会让希望保持活力，诱使毫无戒心的投资者重返市场，而这往往发生在市场开始新一轮下跌之前。这就是为什么大反弹在熊市中比在牛市中更常见。</p><p style=\"text-align: start;\">请考虑纳斯达克综合指数自1971年创建以来所有涨幅至少4.4%（相当于5月12日的涨幅）的反弹行情。根据内德·戴维斯的时间统计，熊市天数占1971年以来总天数的25%，而涨幅至少4.4%的天数中有66%发生在熊市期间。如果大反弹是随机发生的，这一比例将比预期高出2.5倍。因此，如果周一的反弹是您必须做出预测的唯一数据，那么明智的押注是我们正处于熊市。</p><p style=\"text-align: start;\">关键要点是？控制住你的兴奋情绪。近期的市场表现与今年早些时候开始的熊市并不矛盾。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/ec334807ab42d917b9e07273d2a3737c","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110113443","content_text":"投资者当前断言美股股市将创下历史新高，可能为时过早。尽管美股周一大幅上涨，但以科技股为主的纳斯达克综合指数COMP仍较历史高点下跌逾7%。道琼斯工业股票平均价格指数DJIA和标普500指数SPX仍处于熊市，分别较各自高点低5%。以下图表提供了另一个需要谨慎的理由。该图表将道指自今年早些时候创下历史新高以来的回报率与过去50年所有熊市（根据内德·戴维斯研究公司(Ned Davis Research)的统计）头几个月的平均回报率进行了比较。请注意，这两个图表系列的走势（在统计误差范围内）并驾齐驱。虽然这并不能保证美国股市正处于熊市，但也不能仅仅因为市场出现爆炸性反弹就排除这种可能性。这是一个重要的区别，也是为什么眼下在华尔街谨慎行事是一种美德的原因。CFRA首席投资策略师山姆·斯托瓦尔(Sam Stovall)周一早间指出周一的飙升可能是熊市反弹的另一个原因。他写道：\"自二战以来，近三分之二的熊市都以两位数的跌幅开局，随后反弹至200日移动均线2%或更高的范围内，然后逆转方向再次下探，创出更低的低点。\"投资者情绪也是一个相关因素。与牛市攀越\"忧虑之墙\"不同，熊市滑下的是\"希望之坡\"。之所以相关，是因为爆炸性反弹会让希望保持活力，诱使毫无戒心的投资者重返市场，而这往往发生在市场开始新一轮下跌之前。这就是为什么大反弹在熊市中比在牛市中更常见。请考虑纳斯达克综合指数自1971年创建以来所有涨幅至少4.4%（相当于5月12日的涨幅）的反弹行情。根据内德·戴维斯的时间统计，熊市天数占1971年以来总天数的25%，而涨幅至少4.4%的天数中有66%发生在熊市期间。如果大反弹是随机发生的，这一比例将比预期高出2.5倍。因此，如果周一的反弹是您必须做出预测的唯一数据，那么明智的押注是我们正处于熊市。关键要点是？控制住你的兴奋情绪。近期的市场表现与今年早些时候开始的熊市并不矛盾。","news_type":1,"symbols_score_info":{".DJI":1.1,".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":3659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403730091491568,"gmtCreate":1739591623035,"gmtModify":1739591624148,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"title":"","htmlText":"跟着买西方石油从63亏到现在，哎，难受","listText":"跟着买西方石油从63亏到现在，哎，难受","text":"跟着买西方石油从63亏到现在，哎，难受","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/403730091491568","repostId":"2511646019","repostType":2,"repost":{"id":"2511646019","kind":"news","pubTimestamp":1739574480,"share":"https://www.laohu8.com/m/news/2511646019?lang=zh_CN&edition=full","pubTime":"2025-02-15 07:08","market":"us","language":"zh","title":"巴菲特Q4“猛砍”银行股，建仓星座品牌，未再减持苹果","url":"https://stock-news.laohu8.com/highlight/detail?id=2511646019","media":"网易新闻","summary":"最明显的调仓是减持银行股、增持餐饮股。","content":"<html><head></head><body><p><em>摘要：持仓报告显示，除了继续增持<a href=\"https://laohu8.com/S/OXY\">西方石油</a>，巴菲特领导的<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>-哈撒韦公司去年四季度最明显的调仓是减持银行股、增持餐饮股。</em></p><p>根据美东时间2月14日周五公布的递交美国证监会（SEC）13F文件，两家华尔街巨头花旗和美国银行是伯克希尔去年第四季度减持最多的个股。</p><p>其中，伯克希尔持有的花旗股份四季度猛砍超七成，到四季度末，持股环比三季度减少约4060.5万股，持股数环比下降73.5%，在伯克希尔持仓中占比从1.3%降至0.39%，持仓价值减少28.6亿美元；四季度美银的持股环比减少于1.174亿股，持股环比减少14.72%，在伯克希尔持仓中占比从11.88%降至11.17%，持仓市值锐减51.6亿美元。</p><p>不过，美银仍是伯克希尔的第三大重仓股。重仓股的前十位排名和三季度完全相同，前两名依然是<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和<a href=\"https://laohu8.com/S/AXP\">美国运通</a>，第四到第十位分别是<a href=\"https://laohu8.com/S/KO\">可口可乐</a>、<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>、西方石油、<a href=\"https://laohu8.com/S/MCO\">穆迪</a>、<a href=\"https://laohu8.com/S/KHC\">卡夫亨氏</a>、<a href=\"https://laohu8.com/S/CB\">安达保险</a>以及达维塔保健。</p><p>除了美银，四季度伯克希尔的十大重仓中只有第十位的<a href=\"https://laohu8.com/S/HCSG\">医疗保健服务</a>公司达维塔保健被减持，持股环比减少约20.3万股、降幅0.56%。</p><p>四季度伯克希尔未进一步减持苹果。去年苹果始终是伯克希尔的头号重仓股，但在二季度和三季度，伯克希尔接连大幅减持苹果，减持股份幅度分别达50%和25%。到三季度末，所持的苹果股份较去年年初的9.05亿股降至3亿股，降幅接近67%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ea6f8754cd936fac6ec544ebc88389d\" title=\"\" tg-width=\"660\" tg-height=\"358\"/></p><p><strong>继续抄底西方石油，上周五斥3570万美元增持逾76万股</strong></p><p>十大重仓股中，西方石油是四季度唯一被增持的个股。本周稍早，伯克希尔披露了本月继续增持西方石油，本次13F文件并未更改那次披露的西方石油持仓数据。</p><p>去年12月17日至19日三日，伯克希尔以约46美元/股的价格共计投入超4亿美元，增持了西方石油近890万股普通股。此后，尽管西方石油股价继续回落，伯克希尔还进一步增持。</p><p>本周二公布的递交SEC监管文件显示，2月7日上周五，伯克希尔以约46.82美元/股的价格，斥资逾3570万美元买入西方石油逾76.3万股，持股比升至逾28.2%，持有的西方石油普通股数量增至约2.649亿股。</p><p>而到2月7日收盘，西方石油股价已经较去年4月5日所创收盘最高纪录跌去32%以上。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50d62df90df675316593d59b622792b5\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>建仓酒业巨头，加仓达美乐披萨</strong></p><p>四季度伯克希尔新进酒业巨头Constellation Brands（星座品牌），Constellation Brands也是当季伯克希尔入手股票价值最高的个股。当季建仓逾562万股，价值逾12.4亿美元，在伯克希尔持仓中占比0.56%。</p><p>周五盘后，星座品牌涨逾7%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61c2ef6c3c3c1405d2a8275c49781ca2\" tg-width=\"450\" tg-height=\"131\"/></p><p>伯克希尔四季度还加仓了三季度新进的达美乐披萨（DPZ），持股较三季度增加110万股，环比增幅86.49%。达美乐是伯克希尔四季度新增押注最多的个股，仅次于Constellation Brands。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea49673e6ea46ad54c8361a57ef5c152\" title=\"\" tg-width=\"660\" tg-height=\"103\"/></p><p>此外，四季度伯克希尔清仓了二季度新进的犹他美容。三季度伯克希尔已经大幅减持这家化妆品折扣零售商，持股数较二季度剧减96.49%。</p></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>巴菲特Q4“猛砍”银行股，建仓星座品牌，未再减持苹果</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巴菲特Q4“猛砍”银行股，建仓星座品牌，未再减持苹果\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-15 07:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2025-02-15/doc-inekphkt7314463.shtml><strong>网易新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：持仓报告显示，除了继续增持西方石油，巴菲特领导的伯克希尔-哈撒韦公司去年四季度最明显的调仓是减持银行股、增持餐饮股。根据美东时间2月14日周五公布的递交美国证监会（SEC）13F文件，两家华尔街巨头花旗和美国银行是伯克希尔去年第四季度减持最多的个股。其中，伯克希尔持有的花旗股份四季度猛砍超七成，到四季度末，持股环比三季度减少约4060.5万股，持股数环比下降73.5%，在伯克希尔持仓中占比从...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2025-02-15/doc-inekphkt7314463.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d07d5b4edb32cc2030b6bd99bcaf1cd6","relate_stocks":{"BRK.B":"伯克希尔B","STZ":"星座品牌","BRK.A":"伯克希尔"},"source_url":"https://finance.sina.com.cn/roll/2025-02-15/doc-inekphkt7314463.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2511646019","content_text":"摘要：持仓报告显示，除了继续增持西方石油，巴菲特领导的伯克希尔-哈撒韦公司去年四季度最明显的调仓是减持银行股、增持餐饮股。根据美东时间2月14日周五公布的递交美国证监会（SEC）13F文件，两家华尔街巨头花旗和美国银行是伯克希尔去年第四季度减持最多的个股。其中，伯克希尔持有的花旗股份四季度猛砍超七成，到四季度末，持股环比三季度减少约4060.5万股，持股数环比下降73.5%，在伯克希尔持仓中占比从1.3%降至0.39%，持仓价值减少28.6亿美元；四季度美银的持股环比减少于1.174亿股，持股环比减少14.72%，在伯克希尔持仓中占比从11.88%降至11.17%，持仓市值锐减51.6亿美元。不过，美银仍是伯克希尔的第三大重仓股。重仓股的前十位排名和三季度完全相同，前两名依然是苹果和美国运通，第四到第十位分别是可口可乐、雪佛龙、西方石油、穆迪、卡夫亨氏、安达保险以及达维塔保健。除了美银，四季度伯克希尔的十大重仓中只有第十位的医疗保健服务公司达维塔保健被减持，持股环比减少约20.3万股、降幅0.56%。四季度伯克希尔未进一步减持苹果。去年苹果始终是伯克希尔的头号重仓股，但在二季度和三季度，伯克希尔接连大幅减持苹果，减持股份幅度分别达50%和25%。到三季度末，所持的苹果股份较去年年初的9.05亿股降至3亿股，降幅接近67%。继续抄底西方石油，上周五斥3570万美元增持逾76万股十大重仓股中，西方石油是四季度唯一被增持的个股。本周稍早，伯克希尔披露了本月继续增持西方石油，本次13F文件并未更改那次披露的西方石油持仓数据。去年12月17日至19日三日，伯克希尔以约46美元/股的价格共计投入超4亿美元，增持了西方石油近890万股普通股。此后，尽管西方石油股价继续回落，伯克希尔还进一步增持。本周二公布的递交SEC监管文件显示，2月7日上周五，伯克希尔以约46.82美元/股的价格，斥资逾3570万美元买入西方石油逾76.3万股，持股比升至逾28.2%，持有的西方石油普通股数量增至约2.649亿股。而到2月7日收盘，西方石油股价已经较去年4月5日所创收盘最高纪录跌去32%以上。建仓酒业巨头，加仓达美乐披萨四季度伯克希尔新进酒业巨头Constellation Brands（星座品牌），Constellation Brands也是当季伯克希尔入手股票价值最高的个股。当季建仓逾562万股，价值逾12.4亿美元，在伯克希尔持仓中占比0.56%。周五盘后，星座品牌涨逾7%。伯克希尔四季度还加仓了三季度新进的达美乐披萨（DPZ），持股较三季度增加110万股，环比增幅86.49%。达美乐是伯克希尔四季度新增押注最多的个股，仅次于Constellation Brands。此外，四季度伯克希尔清仓了二季度新进的犹他美容。三季度伯克希尔已经大幅减持这家化妆品折扣零售商，持股数较二季度剧减96.49%。","news_type":1,"symbols_score_info":{"STZ":1,"BRK.A":1,"BRK.B":1}},"isVote":1,"tweetType":1,"viewCount":3990,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574509500912873","authorId":"3574509500912873","name":"George__7684","avatar":"https://static.tigerbbs.com/3dc4774ebb1a2d48dfa15cecba989bd9","crmLevel":1,"crmLevelSwitch":0,"idStr":"3574509500912873","authorIdStr":"3574509500912873"},"content":"巴菲特持有资源，持有资源没有错，石油资源，不在意涨跌的，洛克菲勒也是石油起家，控制了资源，等于掌握了一一切，资源股获利的短板政治的不确定性，我买两次资源，重复两次基本是亏，长持没问题 不过资金被困死了，如果短期回调不了，不要太执着，换仓！有闲钱放着不动！回调起来也快的！","text":"巴菲特持有资源，持有资源没有错，石油资源，不在意涨跌的，洛克菲勒也是石油起家，控制了资源，等于掌握了一一切，资源股获利的短板政治的不确定性，我买两次资源，重复两次基本是亏，长持没问题 不过资金被困死了，如果短期回调不了，不要太执着，换仓！有闲钱放着不动！回调起来也快的！","html":"巴菲特持有资源，持有资源没有错，石油资源，不在意涨跌的，洛克菲勒也是石油起家，控制了资源，等于掌握了一一切，资源股获利的短板政治的不确定性，我买两次资源，重复两次基本是亏，长持没问题 不过资金被困死了，如果短期回调不了，不要太执着，换仓！有闲钱放着不动！回调起来也快的！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403714652819824,"gmtCreate":1739589185617,"gmtModify":1739589187705,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"title":"","htmlText":"经历过英伟达这次暴跌，整个人都变了，充分意识到老虎3.3倍杠杆的危害","listText":"经历过英伟达这次暴跌，整个人都变了，充分意识到老虎3.3倍杠杆的危害","text":"经历过英伟达这次暴跌，整个人都变了，充分意识到老虎3.3倍杠杆的危害","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/403714652819824","isVote":1,"tweetType":1,"viewCount":8108,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4089541261634760","authorId":"4089541261634760","name":"疯好大听不见","avatar":"https://static.tigerbbs.com/43b6e78769b389d0026e26301c3736fd","crmLevel":6,"crmLevelSwitch":1,"idStr":"4089541261634760","authorIdStr":"4089541261634760"},"content":"隔壁特斯拉更惨，连跌两个月，就这一两天才出现一点曙光。","text":"隔壁特斯拉更惨，连跌两个月，就这一两天才出现一点曙光。","html":"隔壁特斯拉更惨，连跌两个月，就这一两天才出现一点曙光。"},{"author":{"id":"4200876843115032","authorId":"4200876843115032","name":"鱼不想乖","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4200876843115032","authorIdStr":"4200876843115032"},"content":"你为什么能啦8倍杠杆我才3.3倍","text":"你为什么能啦8倍杠杆我才3.3倍","html":"你为什么能啦8倍杠杆我才3.3倍"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400677659017664,"gmtCreate":1738829387028,"gmtModify":1738829388809,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"title":"","htmlText":"还好我不看新闻","listText":"还好我不看新闻","text":"还好我不看新闻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400677659017664","repostId":"1178996124","repostType":2,"repost":{"id":"1178996124","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1738828139,"share":"https://www.laohu8.com/m/news/1178996124?lang=zh_CN&edition=full","pubTime":"2025-02-06 15:48","market":"us","language":"zh","title":"大摩：予英伟达“增持”评级，受DeepSeek冲击后出现买入机会","url":"https://stock-news.laohu8.com/highlight/detail?id=1178996124","media":"老虎资讯综合","summary":"Blackwell相关业务表现强劲。","content":"<html><head></head><body><p>摩根士丹利发表报告，重申英伟达为首选股，因近期业务持续向好，Blackwell供应可见性逐步提升，客户的消费意愿显著，尽管市场对潜在长期风险的情绪有所恶化。</p><p>该行认为，虽然DeepSeek在出口管制及长期投资方面给英伟达带来一些挑战，但近期调查显示，Hopper以及各种类型的Blackwell相关业务表现强劲。该行另相信市场对特殊应用集成电路(ASIC)的热情，将于下半年重新转向英伟达。该行予英伟达“增持”评级，目标价152美元，认为该股因DeepSeek而被抛售后带来买入机会。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb7121b16dbfc2f6d101f4fe29afc472\" tg-width=\"560\" tg-height=\"240\"/></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>大摩：予英伟达“增持”评级，受DeepSeek冲击后出现买入机会</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大摩：予英伟达“增持”评级，受DeepSeek冲击后出现买入机会\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\">2025-02-06 15:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>摩根士丹利发表报告，重申英伟达为首选股，因近期业务持续向好，Blackwell供应可见性逐步提升，客户的消费意愿显著，尽管市场对潜在长期风险的情绪有所恶化。</p><p>该行认为，虽然DeepSeek在出口管制及长期投资方面给英伟达带来一些挑战，但近期调查显示，Hopper以及各种类型的Blackwell相关业务表现强劲。该行另相信市场对特殊应用集成电路(ASIC)的热情，将于下半年重新转向英伟达。该行予英伟达“增持”评级，目标价152美元，认为该股因DeepSeek而被抛售后带来买入机会。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb7121b16dbfc2f6d101f4fe29afc472\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178996124","content_text":"摩根士丹利发表报告，重申英伟达为首选股，因近期业务持续向好，Blackwell供应可见性逐步提升，客户的消费意愿显著，尽管市场对潜在长期风险的情绪有所恶化。该行认为，虽然DeepSeek在出口管制及长期投资方面给英伟达带来一些挑战，但近期调查显示，Hopper以及各种类型的Blackwell相关业务表现强劲。该行另相信市场对特殊应用集成电路(ASIC)的热情，将于下半年重新转向英伟达。该行予英伟达“增持”评级，目标价152美元，认为该股因DeepSeek而被抛售后带来买入机会。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":3334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396054108365224,"gmtCreate":1737715212544,"gmtModify":1737715214600,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"title":"","htmlText":"西方石油从73亏到现在","listText":"西方石油从73亏到现在","text":"西方石油从73亏到现在","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/396054108365224","repostId":"1110068495","repostType":2,"repost":{"id":"1110068495","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1737708163,"share":"https://www.laohu8.com/m/news/1110068495?lang=zh_CN&edition=full","pubTime":"2025-01-24 16:42","market":"us","language":"zh","title":"暴跌将至？巴菲特指标创新高，美股或比互联网泡沫时期更危险","url":"https://stock-news.laohu8.com/highlight/detail?id=1110068495","media":"老虎资讯综合","summary":"未来的回报总是受到当前估值的影响。","content":"<html><head></head><body><p><em>来源：Fortune</em></p><p><em>作者：Paolo Confino</em></p><p>沃伦·巴菲特最喜欢的市场指标之一正在发出警告信号！</p><p>根据 Kailash Capital Research 的研究，巴菲特指标（计算美国所有公开交易股票的市值与该国国内生产总值之比）处于几十年来的最高水平。<strong>根据 Kailash 的数据，截至 2024 年 11 月，该数字达到 230%，创历史新高。自 2000 年 3 月互联网泡沫破灭以来，这种市场动态从未见过。当时，市值与 GDP 之比已达到创纪录的 175%。</strong></p><p>对于巴菲特指标的支持者来说，该指标是预测股市何时可能暴跌的有用指标。如果公司估值超过 GDP 总额，则表明它们没有创造足够的真正经济价值，无法在经济中再循环。换句话说，这些公司的估值高于它们创造的实际价值。</p><p>“必须有实际的经济利润才能证明估值的合理性，”该报告的作者之一马修·马尔加里 (Matthew Malgari) 表示。“数据是无情的，”他和合著者桑吉夫·博杰拉吉 (Sanjeev Bhojraj) 警告说。</p><p>在巴菲特看来，该指标对于衡量公司当前的估值特别有用——估值是过高、过低还是恰到好处？如果估值过高，正如巴菲特指标目前所暗示的那样，那么投资者应该预期股市的回报微不足道。巴菲特在 1999 年接受《财富》杂志采访时概述了他对此事的看法。</p><p>巴菲特说：“<strong>你需要记住，未来的回报总是受到当前估值的影响，并考虑一下你现在在股市上能得到什么。</strong>”</p><p>他的观点是，即使是优秀的公司，估值过高也可能导致投资回报微薄，因为投资者可能没有以最优价格购买。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/421c86cc0a830b74f805ce68a58f2f7a\" title=\"\" tg-width=\"620\" tg-height=\"413\"/></p><p><strong>互联网泡沫警告</strong></p><p>在 20 世纪 90 年代中后期互联网泡沫爆发之前，市场也高度集中，前 50 家公司的市值占 GDP 的 74%。相比之下，根据 Kailash 的数据，截至 2024 年 11 月初，前 50 只股票的市值占美国 GDP 的 110%。</p><p>根据 Kailash 的计算，在互联网泡沫爆发后的十年里，股市回报率为 -17%。对于该公司来说，当前的状况对投资者来说也意味着类似的危险。此外，在目前的状态下，市场估值不仅过高，而且过度集中在几家大公司的身上。</p><p>不过，BCA Research 首席策略师 Dhaval Joshi 表示，尽管市值与 GDP 之比具有指导意义，但它并不是一个完美的衡量标准，因为它没有考虑到美国股市中许多公司在国外销售产品和服务的事实。</p><p>“该衡量标准的一个小缺陷或问题是，如果市值中的公司是全球性公司（当然它们确实是），那么这是一种不匹配，因为你正在查看全球公司的市值与美国 GDP（实际上是美国的总销售额）的比率，”Joshi 说。</p><p>Malgari 和他的合著者 Sanjeev Bhojraj 承认，这是一个合理的批评，在全球范围内进行同样的分析将阐明这些市场动态是全球经济的新常态还是美国特有的异常现象。</p><p>然而，他们表示，批评也强化了他们的总体观点，即这些公司被高估了；正如全球贸易可以提供顺风一样，它也可以带来逆风。许多美国大公司——尤其是科技公司——面临着来自世界其他地区公司的激烈竞争，这些竞争可能会威胁到它们的主导地位。例如，特斯拉和苹果的主要竞争对手是比亚迪和华为，这两家公司来自中国，Bhojraj 指出。</p><p>“如果你真的考虑全球经济，你也应该考虑全球竞争，”他说。</p><p>Malgari 和 Bhojraj 认为证据很明显。“欢迎其他人继续用算数来战斗，但我们不会，”两人在他们的报告中写道。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/090e669efc2b9c1584f15ba8a42d8c58\" title=\"\" tg-width=\"550\" tg-height=\"309\"/></p><p>不过，当前的市场状况与过去几年相比存在一些关键差异。市场顶端的金融实力，如七大超级科技股，是前所未有的。例如，苹果在 2024 财年产生了超过 1080 亿美元的自由现金流，而截至其最新财报，Alphabet 手头有 930 亿美元现金。</p><p>“科技公司的资产负债表往往非常强劲，而且盈利非常稳定，不像过去那样周期性，”康涅狄格州格林威治经纪公司 Interactive Brokers 的高级经济学家 Jose Torres 表示。</p><p>Torres 补充说，技术现在更加融入了生活的方方面面，被人们和公司广泛采用。至少对于科技公司来说，它们有足够的空间继续增长。</p><p>“技术正在成为一个重要的增长动力，而当时它才刚刚起步，”Torres 说。“现在它几乎渗透到了我们所做的每一件事中，因此，这种集中程度并不像过去那么令人担忧。”</p><p>人工智能的出现似乎只会增强推动估值飙升的主要科技公司的实力。不过，巴菲特早在 1999 年就警告说，特定的技术繁荣不会自动转化为股市收益。当时，他指出了 20 世纪的两项革命性技术作为证据：汽车和飞机。到了 1999 年，即区块链被发明大约一个世纪之后，尽管区块链技术已经普及，但却未能成为股市上的宠儿。</p><p>巴菲特说：“<strong>投资的关键不在于评估一个行业对社会的影响有多大，或者它会增长多少，而是确定任何一家公司的竞争优势，最重要的是，这种优势的持久性。</strong>”</p><p>随着巴菲特指标继续攀升，伯克希尔哈撒韦公司退出了对美国银行和苹果等单一公司的投资，在此过程中积累了历史上最大的现金头寸。</p><p>这让一些投资者怀疑这位“奥马哈先知”是否真的知道一些他们不知道的事情。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a118568a8a8eb2ce50b2be56b1d6c1d4\" title=\"\" tg-width=\"640\" tg-height=\"467\"/></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>暴跌将至？巴菲特指标创新高，美股或比互联网泡沫时期更危险</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暴跌将至？巴菲特指标创新高，美股或比互联网泡沫时期更危险\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\">2025-01-24 16:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>来源：Fortune</em></p><p><em>作者：Paolo Confino</em></p><p>沃伦·巴菲特最喜欢的市场指标之一正在发出警告信号！</p><p>根据 Kailash Capital Research 的研究，巴菲特指标（计算美国所有公开交易股票的市值与该国国内生产总值之比）处于几十年来的最高水平。<strong>根据 Kailash 的数据，截至 2024 年 11 月，该数字达到 230%，创历史新高。自 2000 年 3 月互联网泡沫破灭以来，这种市场动态从未见过。当时，市值与 GDP 之比已达到创纪录的 175%。</strong></p><p>对于巴菲特指标的支持者来说，该指标是预测股市何时可能暴跌的有用指标。如果公司估值超过 GDP 总额，则表明它们没有创造足够的真正经济价值，无法在经济中再循环。换句话说，这些公司的估值高于它们创造的实际价值。</p><p>“必须有实际的经济利润才能证明估值的合理性，”该报告的作者之一马修·马尔加里 (Matthew Malgari) 表示。“数据是无情的，”他和合著者桑吉夫·博杰拉吉 (Sanjeev Bhojraj) 警告说。</p><p>在巴菲特看来，该指标对于衡量公司当前的估值特别有用——估值是过高、过低还是恰到好处？如果估值过高，正如巴菲特指标目前所暗示的那样，那么投资者应该预期股市的回报微不足道。巴菲特在 1999 年接受《财富》杂志采访时概述了他对此事的看法。</p><p>巴菲特说：“<strong>你需要记住，未来的回报总是受到当前估值的影响，并考虑一下你现在在股市上能得到什么。</strong>”</p><p>他的观点是，即使是优秀的公司，估值过高也可能导致投资回报微薄，因为投资者可能没有以最优价格购买。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/421c86cc0a830b74f805ce68a58f2f7a\" title=\"\" tg-width=\"620\" tg-height=\"413\"/></p><p><strong>互联网泡沫警告</strong></p><p>在 20 世纪 90 年代中后期互联网泡沫爆发之前，市场也高度集中，前 50 家公司的市值占 GDP 的 74%。相比之下，根据 Kailash 的数据，截至 2024 年 11 月初，前 50 只股票的市值占美国 GDP 的 110%。</p><p>根据 Kailash 的计算，在互联网泡沫爆发后的十年里，股市回报率为 -17%。对于该公司来说，当前的状况对投资者来说也意味着类似的危险。此外，在目前的状态下，市场估值不仅过高，而且过度集中在几家大公司的身上。</p><p>不过，BCA Research 首席策略师 Dhaval Joshi 表示，尽管市值与 GDP 之比具有指导意义，但它并不是一个完美的衡量标准，因为它没有考虑到美国股市中许多公司在国外销售产品和服务的事实。</p><p>“该衡量标准的一个小缺陷或问题是，如果市值中的公司是全球性公司（当然它们确实是），那么这是一种不匹配，因为你正在查看全球公司的市值与美国 GDP（实际上是美国的总销售额）的比率，”Joshi 说。</p><p>Malgari 和他的合著者 Sanjeev Bhojraj 承认，这是一个合理的批评，在全球范围内进行同样的分析将阐明这些市场动态是全球经济的新常态还是美国特有的异常现象。</p><p>然而，他们表示，批评也强化了他们的总体观点，即这些公司被高估了；正如全球贸易可以提供顺风一样，它也可以带来逆风。许多美国大公司——尤其是科技公司——面临着来自世界其他地区公司的激烈竞争，这些竞争可能会威胁到它们的主导地位。例如，特斯拉和苹果的主要竞争对手是比亚迪和华为，这两家公司来自中国，Bhojraj 指出。</p><p>“如果你真的考虑全球经济，你也应该考虑全球竞争，”他说。</p><p>Malgari 和 Bhojraj 认为证据很明显。“欢迎其他人继续用算数来战斗，但我们不会，”两人在他们的报告中写道。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/090e669efc2b9c1584f15ba8a42d8c58\" title=\"\" tg-width=\"550\" tg-height=\"309\"/></p><p>不过，当前的市场状况与过去几年相比存在一些关键差异。市场顶端的金融实力，如七大超级科技股，是前所未有的。例如，苹果在 2024 财年产生了超过 1080 亿美元的自由现金流，而截至其最新财报，Alphabet 手头有 930 亿美元现金。</p><p>“科技公司的资产负债表往往非常强劲，而且盈利非常稳定，不像过去那样周期性，”康涅狄格州格林威治经纪公司 Interactive Brokers 的高级经济学家 Jose Torres 表示。</p><p>Torres 补充说，技术现在更加融入了生活的方方面面，被人们和公司广泛采用。至少对于科技公司来说，它们有足够的空间继续增长。</p><p>“技术正在成为一个重要的增长动力，而当时它才刚刚起步，”Torres 说。“现在它几乎渗透到了我们所做的每一件事中，因此，这种集中程度并不像过去那么令人担忧。”</p><p>人工智能的出现似乎只会增强推动估值飙升的主要科技公司的实力。不过，巴菲特早在 1999 年就警告说，特定的技术繁荣不会自动转化为股市收益。当时，他指出了 20 世纪的两项革命性技术作为证据：汽车和飞机。到了 1999 年，即区块链被发明大约一个世纪之后，尽管区块链技术已经普及，但却未能成为股市上的宠儿。</p><p>巴菲特说：“<strong>投资的关键不在于评估一个行业对社会的影响有多大，或者它会增长多少，而是确定任何一家公司的竞争优势，最重要的是，这种优势的持久性。</strong>”</p><p>随着巴菲特指标继续攀升，伯克希尔哈撒韦公司退出了对美国银行和苹果等单一公司的投资，在此过程中积累了历史上最大的现金头寸。</p><p>这让一些投资者怀疑这位“奥马哈先知”是否真的知道一些他们不知道的事情。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a118568a8a8eb2ce50b2be56b1d6c1d4\" title=\"\" tg-width=\"640\" tg-height=\"467\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/77c17847d53df54307ce17bbbf4789d3","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110068495","content_text":"来源：Fortune作者：Paolo Confino沃伦·巴菲特最喜欢的市场指标之一正在发出警告信号！根据 Kailash Capital Research 的研究，巴菲特指标（计算美国所有公开交易股票的市值与该国国内生产总值之比）处于几十年来的最高水平。根据 Kailash 的数据，截至 2024 年 11 月，该数字达到 230%，创历史新高。自 2000 年 3 月互联网泡沫破灭以来，这种市场动态从未见过。当时，市值与 GDP 之比已达到创纪录的 175%。对于巴菲特指标的支持者来说，该指标是预测股市何时可能暴跌的有用指标。如果公司估值超过 GDP 总额，则表明它们没有创造足够的真正经济价值，无法在经济中再循环。换句话说，这些公司的估值高于它们创造的实际价值。“必须有实际的经济利润才能证明估值的合理性，”该报告的作者之一马修·马尔加里 (Matthew Malgari) 表示。“数据是无情的，”他和合著者桑吉夫·博杰拉吉 (Sanjeev Bhojraj) 警告说。在巴菲特看来，该指标对于衡量公司当前的估值特别有用——估值是过高、过低还是恰到好处？如果估值过高，正如巴菲特指标目前所暗示的那样，那么投资者应该预期股市的回报微不足道。巴菲特在 1999 年接受《财富》杂志采访时概述了他对此事的看法。巴菲特说：“你需要记住，未来的回报总是受到当前估值的影响，并考虑一下你现在在股市上能得到什么。”他的观点是，即使是优秀的公司，估值过高也可能导致投资回报微薄，因为投资者可能没有以最优价格购买。互联网泡沫警告在 20 世纪 90 年代中后期互联网泡沫爆发之前，市场也高度集中，前 50 家公司的市值占 GDP 的 74%。相比之下，根据 Kailash 的数据，截至 2024 年 11 月初，前 50 只股票的市值占美国 GDP 的 110%。根据 Kailash 的计算，在互联网泡沫爆发后的十年里，股市回报率为 -17%。对于该公司来说，当前的状况对投资者来说也意味着类似的危险。此外，在目前的状态下，市场估值不仅过高，而且过度集中在几家大公司的身上。不过，BCA Research 首席策略师 Dhaval Joshi 表示，尽管市值与 GDP 之比具有指导意义，但它并不是一个完美的衡量标准，因为它没有考虑到美国股市中许多公司在国外销售产品和服务的事实。“该衡量标准的一个小缺陷或问题是，如果市值中的公司是全球性公司（当然它们确实是），那么这是一种不匹配，因为你正在查看全球公司的市值与美国 GDP（实际上是美国的总销售额）的比率，”Joshi 说。Malgari 和他的合著者 Sanjeev Bhojraj 承认，这是一个合理的批评，在全球范围内进行同样的分析将阐明这些市场动态是全球经济的新常态还是美国特有的异常现象。然而，他们表示，批评也强化了他们的总体观点，即这些公司被高估了；正如全球贸易可以提供顺风一样，它也可以带来逆风。许多美国大公司——尤其是科技公司——面临着来自世界其他地区公司的激烈竞争，这些竞争可能会威胁到它们的主导地位。例如，特斯拉和苹果的主要竞争对手是比亚迪和华为，这两家公司来自中国，Bhojraj 指出。“如果你真的考虑全球经济，你也应该考虑全球竞争，”他说。Malgari 和 Bhojraj 认为证据很明显。“欢迎其他人继续用算数来战斗，但我们不会，”两人在他们的报告中写道。不过，当前的市场状况与过去几年相比存在一些关键差异。市场顶端的金融实力，如七大超级科技股，是前所未有的。例如，苹果在 2024 财年产生了超过 1080 亿美元的自由现金流，而截至其最新财报，Alphabet 手头有 930 亿美元现金。“科技公司的资产负债表往往非常强劲，而且盈利非常稳定，不像过去那样周期性，”康涅狄格州格林威治经纪公司 Interactive Brokers 的高级经济学家 Jose Torres 表示。Torres 补充说，技术现在更加融入了生活的方方面面，被人们和公司广泛采用。至少对于科技公司来说，它们有足够的空间继续增长。“技术正在成为一个重要的增长动力，而当时它才刚刚起步，”Torres 说。“现在它几乎渗透到了我们所做的每一件事中，因此，这种集中程度并不像过去那么令人担忧。”人工智能的出现似乎只会增强推动估值飙升的主要科技公司的实力。不过，巴菲特早在 1999 年就警告说，特定的技术繁荣不会自动转化为股市收益。当时，他指出了 20 世纪的两项革命性技术作为证据：汽车和飞机。到了 1999 年，即区块链被发明大约一个世纪之后，尽管区块链技术已经普及，但却未能成为股市上的宠儿。巴菲特说：“投资的关键不在于评估一个行业对社会的影响有多大，或者它会增长多少，而是确定任何一家公司的竞争优势，最重要的是，这种优势的持久性。”随着巴菲特指标继续攀升，伯克希尔哈撒韦公司退出了对美国银行和苹果等单一公司的投资，在此过程中积累了历史上最大的现金头寸。这让一些投资者怀疑这位“奥马哈先知”是否真的知道一些他们不知道的事情。","news_type":1,"symbols_score_info":{".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":3346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392722745938336,"gmtCreate":1736924867227,"gmtModify":1736924868266,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"title":"","htmlText":"算下来没跌多少啊","listText":"算下来没跌多少啊","text":"算下来没跌多少啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392722745938336","repostId":"1121600541","repostType":2,"repost":{"id":"1121600541","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1736916444,"share":"https://www.laohu8.com/m/news/1121600541?lang=zh_CN&edition=full","pubTime":"2025-01-15 12:47","market":"us","language":"zh","title":"英伟达再传“利空”，据称最新GB200出现过热等问题","url":"https://stock-news.laohu8.com/highlight/detail?id=1121600541","media":"老虎资讯综合","summary":"一些客户在等待GB200较新版本的机柜。","content":"<html><head></head><body><p>据美国媒体称，首批搭载英伟达最新GB200的AI伺服器机柜，出现过热与晶片互联方式出状况等问题，亚马逊AWS、微软、Google、Meta等全球四大云端服务供应商(CSP)以及其他主要买家因而正削减目前版本的机柜订单。</p><p>英伟达GB200又传出包，牵动台积电、鸿海、广达、纬创、纬颖、双鸿、奇鋐等台湾协力厂后续订单，涵盖半导体、组装、散热零组件等领域，影响甚大。</p><p>针对相关消息，台湾GB200供应链14日普遍无奈表示，数周前已传过一次过热问题，“同样的传闻是要来几次？”强调GB200出货按照进度进行，目前未受影响。</p><p>美国科技新闻网站The Information引述知情人士指出，一些客户在等待GB200较新版本的机柜，或者计划采购英伟达较旧版本的机柜，其他大客户可能试图个别采购Blackwell架构晶片，但若英伟达与供应商解决机柜的问题，这些客户可能回头，并且购买更多机柜。</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>英伟达再传“利空”，据称最新GB200出现过热等问题</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英伟达再传“利空”，据称最新GB200出现过热等问题\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\">2025-01-15 12:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据美国媒体称，首批搭载英伟达最新GB200的AI伺服器机柜，出现过热与晶片互联方式出状况等问题，亚马逊AWS、微软、Google、Meta等全球四大云端服务供应商(CSP)以及其他主要买家因而正削减目前版本的机柜订单。</p><p>英伟达GB200又传出包，牵动台积电、鸿海、广达、纬创、纬颖、双鸿、奇鋐等台湾协力厂后续订单，涵盖半导体、组装、散热零组件等领域，影响甚大。</p><p>针对相关消息，台湾GB200供应链14日普遍无奈表示，数周前已传过一次过热问题，“同样的传闻是要来几次？”强调GB200出货按照进度进行，目前未受影响。</p><p>美国科技新闻网站The Information引述知情人士指出，一些客户在等待GB200较新版本的机柜，或者计划采购英伟达较旧版本的机柜，其他大客户可能试图个别采购Blackwell架构晶片，但若英伟达与供应商解决机柜的问题，这些客户可能回头，并且购买更多机柜。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121600541","content_text":"据美国媒体称，首批搭载英伟达最新GB200的AI伺服器机柜，出现过热与晶片互联方式出状况等问题，亚马逊AWS、微软、Google、Meta等全球四大云端服务供应商(CSP)以及其他主要买家因而正削减目前版本的机柜订单。英伟达GB200又传出包，牵动台积电、鸿海、广达、纬创、纬颖、双鸿、奇鋐等台湾协力厂后续订单，涵盖半导体、组装、散热零组件等领域，影响甚大。针对相关消息，台湾GB200供应链14日普遍无奈表示，数周前已传过一次过热问题，“同样的传闻是要来几次？”强调GB200出货按照进度进行，目前未受影响。美国科技新闻网站The Information引述知情人士指出，一些客户在等待GB200较新版本的机柜，或者计划采购英伟达较旧版本的机柜，其他大客户可能试图个别采购Blackwell架构晶片，但若英伟达与供应商解决机柜的问题，这些客户可能回头，并且购买更多机柜。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":3606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387354372809152,"gmtCreate":1735610389918,"gmtModify":1735610392166,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"title":"","htmlText":"普通人几次50%的大跌，都是惧怕的，我以为能做到，实际做不到，比如西方石油高点73跌到48的时候，心里还是很难承受，影响睡眠","listText":"普通人几次50%的大跌，都是惧怕的，我以为能做到，实际做不到，比如西方石油高点73跌到48的时候，心里还是很难承受，影响睡眠","text":"普通人几次50%的大跌，都是惧怕的，我以为能做到，实际做不到，比如西方石油高点73跌到48的时候，心里还是很难承受，影响睡眠","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387354372809152","repostId":"1122369873","repostType":4,"repost":{"id":"1122369873","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1735272198,"share":"https://www.laohu8.com/m/news/1122369873?lang=zh_CN&edition=full","pubTime":"2024-12-27 12:03","market":"us","language":"zh","title":"暴涨之前先暴跌，从特斯拉到英伟达，5只大牛股印证了这个规律","url":"https://stock-news.laohu8.com/highlight/detail?id=1122369873","media":"老虎资讯综合","summary":"这就是为什么找到赢家是如此重要。","content":"<html><head></head><body><p><em>来源：The Motley Fool</em></p><p><em>作者：Jon Quast</em></p><p>您可能会认为，标准普尔 500 指数中约有一半的股票在任何一年的表现都优于平均水平。实际情况是，标普500中只有约 20% 的成分股表现优于市场平均水平。这就是为什么找到赢家是如此重要。</p><p>根据 MacroTrends 的数据，过去十年表现最好的五只股票是 Nvidia、AMD、康特科技、Fair Isaac和特斯拉。这些股票的复合年增长率在 40% 到 75% 之间。其中，10 年前对特斯拉的 10,000 美元投资今天价值 290,000 美元；而当时对 Nvidia 的 10,000 美元投资现在价值接近 270 万美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2549ef69ae1e951e637f03f272bac49\" tg-width=\"560\" tg-height=\"240\"/></p><p>听起来很简单，只需购买优质股票并长期持有。但实际上，Nvidia、AMD、Camtek、Fair Isaac 和特斯拉都有一个特点，这使得在过去10年中一直持有它们变得极其困难。</p><p><strong>以下是排名前五的股票的共同点：</strong></p><p>在过去 10 年中，这五只股票的价值都至少下跌了 50% 或更多。特斯拉在过去 10 年中从高点回落了 70% 以上。甚至强大的 Nvidia 也在 2022 年下跌了 66%。</p><p>在过去十年中，Nvidia 实际上曾两次下跌 50% 或更多。特斯拉已经三次跌倒了。如果我们稍微四舍五入一下，AMD 也跌倒了，目前它的股价比今年早些时候的高点下跌了 40%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e3d6225699094492022cb635f2e0906\" tg-width=\"720\" tg-height=\"649\"/></p><p>当任何股票跌到这个程度时，总会有负面新闻引发长期恐慌。这些看跌案例会让投资者感到恐慌，认为卖出时机已经到来。</p><p>一方面，很容易同情那些卖出股票的人。想象一下，你持有价值数十万美元的头寸下跌了 50%。看着这么多利润消失，你会感到恐慌。但另一方面，在回调 50% 后卖出这五只股票中的任何一只最终都是错误的举动，导致卖家错失巨额收益。</p><p><strong>投资者应该怎么做</strong></p><p>查理·芒格 (Charlie Munger) 说过：“如果你不愿意平静地应对一个世纪内两三次 50% 的市场价格下跌，你就不适合做普通股东，与那些有这种气质、能更理性地看待这些市场波动的人相比，你只能得到平庸的结果。”</p><p>芒格从不拐弯抹角。他在这里可能听起来很苛刻，但他的建议仍然是明智的，原因有几个。</p><p>首先，投资者必须接受 50% 或更多的下跌将会发生，而且可能会经常发生。如果你想通过投资赚钱，这是交易的一部分。</p><p>其次，50% 或更多的下跌实际上并没有告诉投资者下一步该如何操作。正如我们所见，10 年前你可以买入的最好的五只股票都至少下跌了 50% 一次。这些下跌不是卖出机会。</p><p>同样，这里没有提到的其他无数股票也下跌了 50% 或更多，并且从未恢复。芒格提到了冷静，当你意识到股票在下跌 50% 后可能会反弹或进一步下跌时，你需要冷静。最重要的是，投资者需要对价格漠不关心，这让我想到了第三点：投资者在购买股票时必须有一个投资论点。</p><p>你的论点必须阐明产生持续股东价值的必要条件。然后将公司的业绩与论点进行比较。如果事情按预期发展，继续持有往往是一个好主意，因为当股市动荡时，你会有坚实的基础。</p><p>总之，即使投资者选择了最好的股票，他们的投资组合也可能会缩水一半。但波动性是交易的一部分。如果恐惧情绪开始浮现，投资者应该重新审视自己的投资理论，看看是否应该继续持有投资组合中的股票。</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>暴涨之前先暴跌，从特斯拉到英伟达，5只大牛股印证了这个规律</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暴涨之前先暴跌，从特斯拉到英伟达，5只大牛股印证了这个规律\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\">2024-12-27 12:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>来源：The Motley Fool</em></p><p><em>作者：Jon Quast</em></p><p>您可能会认为，标准普尔 500 指数中约有一半的股票在任何一年的表现都优于平均水平。实际情况是，标普500中只有约 20% 的成分股表现优于市场平均水平。这就是为什么找到赢家是如此重要。</p><p>根据 MacroTrends 的数据，过去十年表现最好的五只股票是 Nvidia、AMD、康特科技、Fair Isaac和特斯拉。这些股票的复合年增长率在 40% 到 75% 之间。其中，10 年前对特斯拉的 10,000 美元投资今天价值 290,000 美元；而当时对 Nvidia 的 10,000 美元投资现在价值接近 270 万美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2549ef69ae1e951e637f03f272bac49\" tg-width=\"560\" tg-height=\"240\"/></p><p>听起来很简单，只需购买优质股票并长期持有。但实际上，Nvidia、AMD、Camtek、Fair Isaac 和特斯拉都有一个特点，这使得在过去10年中一直持有它们变得极其困难。</p><p><strong>以下是排名前五的股票的共同点：</strong></p><p>在过去 10 年中，这五只股票的价值都至少下跌了 50% 或更多。特斯拉在过去 10 年中从高点回落了 70% 以上。甚至强大的 Nvidia 也在 2022 年下跌了 66%。</p><p>在过去十年中，Nvidia 实际上曾两次下跌 50% 或更多。特斯拉已经三次跌倒了。如果我们稍微四舍五入一下，AMD 也跌倒了，目前它的股价比今年早些时候的高点下跌了 40%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e3d6225699094492022cb635f2e0906\" tg-width=\"720\" tg-height=\"649\"/></p><p>当任何股票跌到这个程度时，总会有负面新闻引发长期恐慌。这些看跌案例会让投资者感到恐慌，认为卖出时机已经到来。</p><p>一方面，很容易同情那些卖出股票的人。想象一下，你持有价值数十万美元的头寸下跌了 50%。看着这么多利润消失，你会感到恐慌。但另一方面，在回调 50% 后卖出这五只股票中的任何一只最终都是错误的举动，导致卖家错失巨额收益。</p><p><strong>投资者应该怎么做</strong></p><p>查理·芒格 (Charlie Munger) 说过：“如果你不愿意平静地应对一个世纪内两三次 50% 的市场价格下跌，你就不适合做普通股东，与那些有这种气质、能更理性地看待这些市场波动的人相比，你只能得到平庸的结果。”</p><p>芒格从不拐弯抹角。他在这里可能听起来很苛刻，但他的建议仍然是明智的，原因有几个。</p><p>首先，投资者必须接受 50% 或更多的下跌将会发生，而且可能会经常发生。如果你想通过投资赚钱，这是交易的一部分。</p><p>其次，50% 或更多的下跌实际上并没有告诉投资者下一步该如何操作。正如我们所见，10 年前你可以买入的最好的五只股票都至少下跌了 50% 一次。这些下跌不是卖出机会。</p><p>同样，这里没有提到的其他无数股票也下跌了 50% 或更多，并且从未恢复。芒格提到了冷静，当你意识到股票在下跌 50% 后可能会反弹或进一步下跌时，你需要冷静。最重要的是，投资者需要对价格漠不关心，这让我想到了第三点：投资者在购买股票时必须有一个投资论点。</p><p>你的论点必须阐明产生持续股东价值的必要条件。然后将公司的业绩与论点进行比较。如果事情按预期发展，继续持有往往是一个好主意，因为当股市动荡时，你会有坚实的基础。</p><p>总之，即使投资者选择了最好的股票，他们的投资组合也可能会缩水一半。但波动性是交易的一部分。如果恐惧情绪开始浮现，投资者应该重新审视自己的投资理论，看看是否应该继续持有投资组合中的股票。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3a2d16cd4e9be3fb13ebf5f8de9ad2c9","relate_stocks":{"NVDA":"英伟达","TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122369873","content_text":"来源：The Motley Fool作者：Jon Quast您可能会认为，标准普尔 500 指数中约有一半的股票在任何一年的表现都优于平均水平。实际情况是，标普500中只有约 20% 的成分股表现优于市场平均水平。这就是为什么找到赢家是如此重要。根据 MacroTrends 的数据，过去十年表现最好的五只股票是 Nvidia、AMD、康特科技、Fair Isaac和特斯拉。这些股票的复合年增长率在 40% 到 75% 之间。其中，10 年前对特斯拉的 10,000 美元投资今天价值 290,000 美元；而当时对 Nvidia 的 10,000 美元投资现在价值接近 270 万美元。听起来很简单，只需购买优质股票并长期持有。但实际上，Nvidia、AMD、Camtek、Fair Isaac 和特斯拉都有一个特点，这使得在过去10年中一直持有它们变得极其困难。以下是排名前五的股票的共同点：在过去 10 年中，这五只股票的价值都至少下跌了 50% 或更多。特斯拉在过去 10 年中从高点回落了 70% 以上。甚至强大的 Nvidia 也在 2022 年下跌了 66%。在过去十年中，Nvidia 实际上曾两次下跌 50% 或更多。特斯拉已经三次跌倒了。如果我们稍微四舍五入一下，AMD 也跌倒了，目前它的股价比今年早些时候的高点下跌了 40%。当任何股票跌到这个程度时，总会有负面新闻引发长期恐慌。这些看跌案例会让投资者感到恐慌，认为卖出时机已经到来。一方面，很容易同情那些卖出股票的人。想象一下，你持有价值数十万美元的头寸下跌了 50%。看着这么多利润消失，你会感到恐慌。但另一方面，在回调 50% 后卖出这五只股票中的任何一只最终都是错误的举动，导致卖家错失巨额收益。投资者应该怎么做查理·芒格 (Charlie Munger) 说过：“如果你不愿意平静地应对一个世纪内两三次 50% 的市场价格下跌，你就不适合做普通股东，与那些有这种气质、能更理性地看待这些市场波动的人相比，你只能得到平庸的结果。”芒格从不拐弯抹角。他在这里可能听起来很苛刻，但他的建议仍然是明智的，原因有几个。首先，投资者必须接受 50% 或更多的下跌将会发生，而且可能会经常发生。如果你想通过投资赚钱，这是交易的一部分。其次，50% 或更多的下跌实际上并没有告诉投资者下一步该如何操作。正如我们所见，10 年前你可以买入的最好的五只股票都至少下跌了 50% 一次。这些下跌不是卖出机会。同样，这里没有提到的其他无数股票也下跌了 50% 或更多，并且从未恢复。芒格提到了冷静，当你意识到股票在下跌 50% 后可能会反弹或进一步下跌时，你需要冷静。最重要的是，投资者需要对价格漠不关心，这让我想到了第三点：投资者在购买股票时必须有一个投资论点。你的论点必须阐明产生持续股东价值的必要条件。然后将公司的业绩与论点进行比较。如果事情按预期发展，继续持有往往是一个好主意，因为当股市动荡时，你会有坚实的基础。总之，即使投资者选择了最好的股票，他们的投资组合也可能会缩水一半。但波动性是交易的一部分。如果恐惧情绪开始浮现，投资者应该重新审视自己的投资理论，看看是否应该继续持有投资组合中的股票。","news_type":1,"symbols_score_info":{"NVDA":1.1,"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":3021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372224901087336,"gmtCreate":1731884252279,"gmtModify":1731884254524,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"title":"","htmlText":"不是说不跟清仓苹果吗","listText":"不是说不跟清仓苹果吗","text":"不是说不跟清仓苹果吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372224901087336","repostId":"2484575214","repostType":4,"isVote":1,"tweetType":1,"viewCount":2812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358968256033048,"gmtCreate":1728646653492,"gmtModify":1728646655912,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"title":"","htmlText":"从来不买中国资产，这次发神经的在8号进厂，美股赚的全陪进去还亏本金","listText":"从来不买中国资产，这次发神经的在8号进厂，美股赚的全陪进去还亏本金","text":"从来不买中国资产，这次发神经的在8号进厂，美股赚的全陪进去还亏本金","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/358968256033048","isVote":1,"tweetType":1,"viewCount":3609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358331599311152,"gmtCreate":1728520013393,"gmtModify":1728521441713,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"title":"","htmlText":"真金白银支持国家金融战","listText":"真金白银支持国家金融战","text":"真金白银支持国家金融战","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358331599311152","repostId":"1113304753","repostType":4,"repost":{"id":"1113304753","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1728519218,"share":"https://www.laohu8.com/m/news/1113304753?lang=zh_CN&edition=full","pubTime":"2024-10-10 08:13","market":"us","language":"zh","title":"美股夜盘｜中国资产相关ETF集体走高，二倍做多沪深300ETF涨超9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1113304753","media":"老虎资讯综合","summary":"10月10日，美股夜盘时段，中国资产相关ETF集体走高，二倍做多沪深300ETF涨超9%，德银沪深300指数ETF涨超4%，三倍做多富时中国ETF涨超3%。","content":"<html><head></head><body><p>10月10日，美股夜盘时段，中国资产相关ETF集体走高，<a href=\"https://laohu8.com/S/CHAU\">二倍做多沪深300ETF</a>涨超9%，<a href=\"https://laohu8.com/S/ASHR\">德银沪深300指数ETF</a>涨超4%，<a href=\"https://laohu8.com/S/YINN\">三倍做多富时中国ETF</a>涨超3%。</p><p>消息面：中国人民银行公告，决定创设“证券、基金、保险公司互换便利（Securities, Funds and Insurance companies Swap Facility，简称SFISF）”，支持符合条件的证券、基金、保险公司以债券、股票ETF、沪深300成分股等资产为抵押，从人民银行换入国债、央行票据等高等级流动性资产。首期操作规模5000亿元，视情可进一步扩大操作规模。即日起，接受符合条件的证券、基金、保险公司申报。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6774290d42794281e6f47f14b1e795e6\" title=\"\" tg-width=\"415\" tg-height=\"460\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股夜盘｜中国资产相关ETF集体走高，二倍做多沪深300ETF涨超9%</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美股夜盘｜中国资产相关ETF集体走高，二倍做多沪深300ETF涨超9%\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\">2024-10-10 08:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月10日，美股夜盘时段，中国资产相关ETF集体走高，<a href=\"https://laohu8.com/S/CHAU\">二倍做多沪深300ETF</a>涨超9%，<a href=\"https://laohu8.com/S/ASHR\">德银沪深300指数ETF</a>涨超4%，<a href=\"https://laohu8.com/S/YINN\">三倍做多富时中国ETF</a>涨超3%。</p><p>消息面：中国人民银行公告，决定创设“证券、基金、保险公司互换便利（Securities, Funds and Insurance companies Swap Facility，简称SFISF）”，支持符合条件的证券、基金、保险公司以债券、股票ETF、沪深300成分股等资产为抵押，从人民银行换入国债、央行票据等高等级流动性资产。首期操作规模5000亿元，视情可进一步扩大操作规模。即日起，接受符合条件的证券、基金、保险公司申报。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6774290d42794281e6f47f14b1e795e6\" title=\"\" tg-width=\"415\" tg-height=\"460\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113304753","content_text":"10月10日，美股夜盘时段，中国资产相关ETF集体走高，二倍做多沪深300ETF涨超9%，德银沪深300指数ETF涨超4%，三倍做多富时中国ETF涨超3%。消息面：中国人民银行公告，决定创设“证券、基金、保险公司互换便利（Securities, Funds and Insurance companies Swap Facility，简称SFISF）”，支持符合条件的证券、基金、保险公司以债券、股票ETF、沪深300成分股等资产为抵押，从人民银行换入国债、央行票据等高等级流动性资产。首期操作规模5000亿元，视情可进一步扩大操作规模。即日起，接受符合条件的证券、基金、保险公司申报。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352602927989064,"gmtCreate":1727103394762,"gmtModify":1727103396241,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"title":"","htmlText":"希望如此","listText":"希望如此","text":"希望如此","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352602927989064","repostId":"2469159203","repostType":2,"isVote":1,"tweetType":1,"viewCount":2029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":563827529692856,"gmtCreate":1778687591891,"gmtModify":1778687594249,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"title":"","htmlText":"有意见？人家就是这么牛，还有中国的市场没开拓","listText":"有意见？人家就是这么牛，还有中国的市场没开拓","text":"有意见？人家就是这么牛，还有中国的市场没开拓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563827529692856","repostId":"1145968989","repostType":2,"repost":{"id":"1145968989","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1778684595,"share":"https://www.laohu8.com/m/news/1145968989?lang=zh_CN&edition=full","pubTime":"2026-05-13 23:03","market":"us","language":"zh","title":"富可敌国！英伟达市值飙升至5.53万亿美元，超越德、日GDP","url":"https://stock-news.laohu8.com/highlight/detail?id=1145968989","media":"老虎资讯综合","summary":"年内累涨超21%。","content":"<html><head></head><body><p>周三， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 盘中二次拉升，涨幅超3%，再创新高，年内累涨22%，总市值达5.53万亿美元。这个数字超越了印度股市的总市值，也超越了世界第三大经济体德国和第四大经济体日本的GDP，在全球仅次于美国和中国。</p><p>再换一种理解，英伟达一家公司的价值，就能轻松买下全球前十名中除了它自己以外的所有半导体/芯片公司，甚至还能剩下巨额现金。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae348b0a73dab83ba13aa6a6f5b84525\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/415e2e1fed8ec344019bb4639ccefde4\" tg-width=\"540\" tg-height=\"492\"/></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>富可敌国！英伟达市值飙升至5.53万亿美元，超越德、日GDP</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富可敌国！英伟达市值飙升至5.53万亿美元，超越德、日GDP\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-05-13 23:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周三， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 盘中二次拉升，涨幅超3%，再创新高，年内累涨22%，总市值达5.53万亿美元。这个数字超越了印度股市的总市值，也超越了世界第三大经济体德国和第四大经济体日本的GDP，在全球仅次于美国和中国。</p><p>再换一种理解，英伟达一家公司的价值，就能轻松买下全球前十名中除了它自己以外的所有半导体/芯片公司，甚至还能剩下巨额现金。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae348b0a73dab83ba13aa6a6f5b84525\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/415e2e1fed8ec344019bb4639ccefde4\" tg-width=\"540\" tg-height=\"492\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDW":"NVDA周配息ETF-Roundhill","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","NVDL":"2倍做多NVDA ETF-GraniteShares","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDS":"1.5倍做空NVDA ETF-Tradr","NVDX":"2倍做多NVDA ETF-T-Rex","NVDD":"1倍做空NVDA ETF-Direxion","NVDA":"英伟达","ANV":"GraniteShares Autocallable NVDA ETF","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDU":"2倍做多NVDA ETF-Direxion","NVD":"2倍做空NVDA ETF-GraniteShares","NVDY":"NVDA期权收益策略ETF-YieldMax","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDQ":"2倍做空NVDA ETF-T-Rex"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145968989","content_text":"周三， 英伟达 盘中二次拉升，涨幅超3%，再创新高，年内累涨22%，总市值达5.53万亿美元。这个数字超越了印度股市的总市值，也超越了世界第三大经济体德国和第四大经济体日本的GDP，在全球仅次于美国和中国。再换一种理解，英伟达一家公司的价值，就能轻松买下全球前十名中除了它自己以外的所有半导体/芯片公司，甚至还能剩下巨额现金。","news_type":1,"symbols_score_info":{"NVDW":0.6,"NVDA":2,"NVDG":0.6,"NVII":0.6,"NVDL":0.6,"NVDX":0.6,"NVDY":0.6,"ANV":0.6,"NVDO":0.6,"NVDD":0.6,"NVYY":0.6,"NVDU":0.6,"NVDB":0.6,"NVDS":0.6,"NVD":0.6,"NVDQ":0.6,"DIPS":0.6}},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564141810763656,"gmtCreate":1778764325580,"gmtModify":1778764328267,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"title":"","htmlText":"阿猫阿狗都能做？达子的护城河坚固","listText":"阿猫阿狗都能做？达子的护城河坚固","text":"阿猫阿狗都能做？达子的护城河坚固","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564141810763656","repostId":"2635375194","repostType":2,"repost":{"id":"2635375194","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1778762138,"share":"https://www.laohu8.com/m/news/2635375194?lang=zh_CN&edition=full","pubTime":"2026-05-14 20:35","market":"us","language":"zh","title":"英伟达挑战者Cerebras今晚上市！AI芯片遭华尔街疯抢，IPO定价一再被突破，估值逼近490亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2635375194","media":"华尔街见闻","summary":"Cerebras Systems IPO热度超预期，最终定价或达每股185美元，远超150至160美元发行区间，超额认购逾20倍。按此计算，募资规模约55.5亿美元，市值约400亿美元。若计入限制性股票单位、员工期权及认股权证，其完全稀释后估值约为490亿美元。","content":"<html><head></head><body><p>AI芯片制造商Cerebras Systems正以远超预期的热度冲刺美股市场，其IPO定价区间一再被突破，折射出华尔街对AI半导体赛道的强烈押注。</p>\n<p>5月13日据彭博社援引知情人士透露，<strong>Cerebras预计将以每股185美元定价，高于此前150至160美元的发行区间。</strong>认购需求方面，此次IPO已吸引逾20倍超额认购。</p>\n<p><strong>Cerebras公司周一已上调了发行区间及股份数量，而此次最终定价若落在185美元，将再度超出修订后的区间上限。</strong></p>\n<p>报道援引知情人士表示，<strong>相关磋商仍在进行，最终定价尚未确定，实际定价甚至可能更高。</strong></p>\n<p>按185美元计算，本次IPO募资规模将达55.5亿美元，Cerebras市值约400亿美元。据测算，若计入限制性股票单位、员工期权及认股权证，其完全稀释后估值约为490亿美元。</p>\n<div>\n<h2>需求热度远超预期，承销方主动管控秩序</h2>\n</div>\n<p>Cerebras此次上市的市场热情已令承销团队不得不主动介入。</p>\n<p>据报道，该公司要求参与IPO认购的机构投资者，明确填报所需股份数量及可接受的最高价格，以甄别真实需求。</p>\n<p>本次IPO由<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、花旗集团、巴克莱及瑞银集团联席主承销，股票将在纳斯达克全球精选市场挂牌，代码为CBRS。</p>\n<p><strong>Cerebras最新财务数据为高企的估值提供了基本面支撑。</strong></p>\n<p>根据其提交的上市文件，2025财年该公司实现营收5.1亿美元，净利润8790万美元。</p>\n<p>而上一财年营收仅为2.903亿美元，净亏损4.848亿美元，一年之内完成从亏损到盈利的跨越。</p>\n<div>\n<h2>与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、OpenAI深度绑定，竞争格局初现</h2>\n</div>\n<p>Cerebras已在AI头部生态中建立起关键合作关系。</p>\n<p>亚马逊今年宣布计划将Cerebras芯片与Trainium处理器协同用于运行AI软件；OpenAI则于今年2月发布了首个运行于Cerebras芯片的模型。</p>\n<p>文件显示，OpenAI持有3340万份Cerebras认股权证，其中部分权证的归属条件包括算力交付里程碑，以及Cerebras市值超过400亿美元。</p>\n<p>据彭博报道，在Cerebras启动IPO前数周，<a href=\"https://laohu8.com/S/ARM\">Arm</a> Holdings及其控股股东<a href=\"https://laohu8.com/S/SFTBY\">软银集团</a>曾就收购Cerebras进行接触。</p>\n<p>此次收购洽谈虽未促成交易，但从侧面印证了该公司在AI芯片领域的战略价值。</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>英伟达挑战者Cerebras今晚上市！AI芯片遭华尔街疯抢，IPO定价一再被突破，估值逼近490亿美元</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; 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英伟达挑战者Cerebras今晚上市！AI芯片遭华尔街疯抢，IPO定价一再被突破，估值逼近490亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-05-14 20:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>AI芯片制造商Cerebras Systems正以远超预期的热度冲刺美股市场，其IPO定价区间一再被突破，折射出华尔街对AI半导体赛道的强烈押注。</p>\n<p>5月13日据彭博社援引知情人士透露，<strong>Cerebras预计将以每股185美元定价，高于此前150至160美元的发行区间。</strong>认购需求方面，此次IPO已吸引逾20倍超额认购。</p>\n<p><strong>Cerebras公司周一已上调了发行区间及股份数量，而此次最终定价若落在185美元，将再度超出修订后的区间上限。</strong></p>\n<p>报道援引知情人士表示，<strong>相关磋商仍在进行，最终定价尚未确定，实际定价甚至可能更高。</strong></p>\n<p>按185美元计算，本次IPO募资规模将达55.5亿美元，Cerebras市值约400亿美元。据测算，若计入限制性股票单位、员工期权及认股权证，其完全稀释后估值约为490亿美元。</p>\n<div>\n<h2>需求热度远超预期，承销方主动管控秩序</h2>\n</div>\n<p>Cerebras此次上市的市场热情已令承销团队不得不主动介入。</p>\n<p>据报道，该公司要求参与IPO认购的机构投资者，明确填报所需股份数量及可接受的最高价格，以甄别真实需求。</p>\n<p>本次IPO由<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、花旗集团、巴克莱及瑞银集团联席主承销，股票将在纳斯达克全球精选市场挂牌，代码为CBRS。</p>\n<p><strong>Cerebras最新财务数据为高企的估值提供了基本面支撑。</strong></p>\n<p>根据其提交的上市文件，2025财年该公司实现营收5.1亿美元，净利润8790万美元。</p>\n<p>而上一财年营收仅为2.903亿美元，净亏损4.848亿美元，一年之内完成从亏损到盈利的跨越。</p>\n<div>\n<h2>与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、OpenAI深度绑定，竞争格局初现</h2>\n</div>\n<p>Cerebras已在AI头部生态中建立起关键合作关系。</p>\n<p>亚马逊今年宣布计划将Cerebras芯片与Trainium处理器协同用于运行AI软件；OpenAI则于今年2月发布了首个运行于Cerebras芯片的模型。</p>\n<p>文件显示，OpenAI持有3340万份Cerebras认股权证，其中部分权证的归属条件包括算力交付里程碑，以及Cerebras市值超过400亿美元。</p>\n<p>据彭博报道，在Cerebras启动IPO前数周，<a href=\"https://laohu8.com/S/ARM\">Arm</a> Holdings及其控股股东<a href=\"https://laohu8.com/S/SFTBY\">软银集团</a>曾就收购Cerebras进行接触。</p>\n<p>此次收购洽谈虽未促成交易，但从侧面印证了该公司在AI芯片领域的战略价值。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae","relate_stocks":{"AMZZ":"2倍做多AMZN ETF-GraniteShares","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","AZYY":"GraniteShares YieldBOOST AMZN ETF","NVDD":"1倍做空NVDA ETF-Direxion","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDA":"英伟达","IPOS":"Renaissance International IPO ETF","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","AMZD":"1倍做空AMZN ETF-Direxion","ANV":"GraniteShares Autocallable NVDA ETF","NVDQ":"2倍做空NVDA ETF-T-Rex","NVDS":"1.5倍做空NVDA ETF-Tradr","AMZP":"KURV YIELD PREMIUM STRATEGY AMAZON (AMZN) ETF","NVDU":"2倍做多NVDA ETF-Direxion","AMZN":"亚马逊","AMZU":"2倍做多AMZN ETF-Direxion","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDW":"NVDA周配息ETF-Roundhill","AMZW":"Roundhill AMZN WeeklyPay™ ETF","NVDY":"NVDA期权收益策略ETF-YieldMax","NVDX":"2倍做多NVDA ETF-T-Rex","AMZY":"AMZN期权收益策略ETF-YieldMax","NVD":"2倍做空NVDA ETF-GraniteShares","FAZ":"三倍做空金融ETF-Direxion"},"source_url":"https://wallstreetcn.com/articles/3772223","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2635375194","content_text":"AI芯片制造商Cerebras Systems正以远超预期的热度冲刺美股市场，其IPO定价区间一再被突破，折射出华尔街对AI半导体赛道的强烈押注。\n5月13日据彭博社援引知情人士透露，Cerebras预计将以每股185美元定价，高于此前150至160美元的发行区间。认购需求方面，此次IPO已吸引逾20倍超额认购。\nCerebras公司周一已上调了发行区间及股份数量，而此次最终定价若落在185美元，将再度超出修订后的区间上限。\n报道援引知情人士表示，相关磋商仍在进行，最终定价尚未确定，实际定价甚至可能更高。\n按185美元计算，本次IPO募资规模将达55.5亿美元，Cerebras市值约400亿美元。据测算，若计入限制性股票单位、员工期权及认股权证，其完全稀释后估值约为490亿美元。\n\n需求热度远超预期，承销方主动管控秩序\n\nCerebras此次上市的市场热情已令承销团队不得不主动介入。\n据报道，该公司要求参与IPO认购的机构投资者，明确填报所需股份数量及可接受的最高价格，以甄别真实需求。\n本次IPO由摩根士丹利、花旗集团、巴克莱及瑞银集团联席主承销，股票将在纳斯达克全球精选市场挂牌，代码为CBRS。\nCerebras最新财务数据为高企的估值提供了基本面支撑。\n根据其提交的上市文件，2025财年该公司实现营收5.1亿美元，净利润8790万美元。\n而上一财年营收仅为2.903亿美元，净亏损4.848亿美元，一年之内完成从亏损到盈利的跨越。\n\n与亚马逊、OpenAI深度绑定，竞争格局初现\n\nCerebras已在AI头部生态中建立起关键合作关系。\n亚马逊今年宣布计划将Cerebras芯片与Trainium处理器协同用于运行AI软件；OpenAI则于今年2月发布了首个运行于Cerebras芯片的模型。\n文件显示，OpenAI持有3340万份Cerebras认股权证，其中部分权证的归属条件包括算力交付里程碑，以及Cerebras市值超过400亿美元。\n据彭博报道，在Cerebras启动IPO前数周，Arm Holdings及其控股股东软银集团曾就收购Cerebras进行接触。\n此次收购洽谈虽未促成交易，但从侧面印证了该公司在AI芯片领域的战略价值。","news_type":1,"symbols_score_info":{"NVYY":0.6,"NVII":0.6,"AMZZ":0.6,"NVDS":0.6,"AZYY":0.6,"IPOS":1.5,"NVDD":0.6,"NVDO":0.6,"AMZU":0.6,"NVDW":0.6,"NVDL":0.6,"NVDG":0.6,"NVDB":0.6,"NVD":0.6,"AMZY":0.6,"FAZ":1.5,"AMZP":0.6,"DIPS":0.6,"NVDA":2,"AMZW":0.6,"AMZD":0.6,"NVDU":0.6,"AMZN":2,"NVDX":0.6,"NVDY":0.6,"ANV":0.6,"NVDQ":0.6}},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403714652819824,"gmtCreate":1739589185617,"gmtModify":1739589187705,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"title":"","htmlText":"经历过英伟达这次暴跌，整个人都变了，充分意识到老虎3.3倍杠杆的危害","listText":"经历过英伟达这次暴跌，整个人都变了，充分意识到老虎3.3倍杠杆的危害","text":"经历过英伟达这次暴跌，整个人都变了，充分意识到老虎3.3倍杠杆的危害","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/403714652819824","isVote":1,"tweetType":1,"viewCount":8108,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4089541261634760","authorId":"4089541261634760","name":"疯好大听不见","avatar":"https://static.tigerbbs.com/43b6e78769b389d0026e26301c3736fd","crmLevel":6,"crmLevelSwitch":1,"idStr":"4089541261634760","authorIdStr":"4089541261634760"},"content":"隔壁特斯拉更惨，连跌两个月，就这一两天才出现一点曙光。","text":"隔壁特斯拉更惨，连跌两个月，就这一两天才出现一点曙光。","html":"隔壁特斯拉更惨，连跌两个月，就这一两天才出现一点曙光。"},{"author":{"id":"4200876843115032","authorId":"4200876843115032","name":"鱼不想乖","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4200876843115032","authorIdStr":"4200876843115032"},"content":"你为什么能啦8倍杠杆我才3.3倍","text":"你为什么能啦8倍杠杆我才3.3倍","html":"你为什么能啦8倍杠杆我才3.3倍"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403730091491568,"gmtCreate":1739591623035,"gmtModify":1739591624148,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"title":"","htmlText":"跟着买西方石油从63亏到现在，哎，难受","listText":"跟着买西方石油从63亏到现在，哎，难受","text":"跟着买西方石油从63亏到现在，哎，难受","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/403730091491568","repostId":"2511646019","repostType":2,"repost":{"id":"2511646019","kind":"news","pubTimestamp":1739574480,"share":"https://www.laohu8.com/m/news/2511646019?lang=zh_CN&edition=full","pubTime":"2025-02-15 07:08","market":"us","language":"zh","title":"巴菲特Q4“猛砍”银行股，建仓星座品牌，未再减持苹果","url":"https://stock-news.laohu8.com/highlight/detail?id=2511646019","media":"网易新闻","summary":"最明显的调仓是减持银行股、增持餐饮股。","content":"<html><head></head><body><p><em>摘要：持仓报告显示，除了继续增持<a href=\"https://laohu8.com/S/OXY\">西方石油</a>，巴菲特领导的<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>-哈撒韦公司去年四季度最明显的调仓是减持银行股、增持餐饮股。</em></p><p>根据美东时间2月14日周五公布的递交美国证监会（SEC）13F文件，两家华尔街巨头花旗和美国银行是伯克希尔去年第四季度减持最多的个股。</p><p>其中，伯克希尔持有的花旗股份四季度猛砍超七成，到四季度末，持股环比三季度减少约4060.5万股，持股数环比下降73.5%，在伯克希尔持仓中占比从1.3%降至0.39%，持仓价值减少28.6亿美元；四季度美银的持股环比减少于1.174亿股，持股环比减少14.72%，在伯克希尔持仓中占比从11.88%降至11.17%，持仓市值锐减51.6亿美元。</p><p>不过，美银仍是伯克希尔的第三大重仓股。重仓股的前十位排名和三季度完全相同，前两名依然是<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和<a href=\"https://laohu8.com/S/AXP\">美国运通</a>，第四到第十位分别是<a href=\"https://laohu8.com/S/KO\">可口可乐</a>、<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>、西方石油、<a href=\"https://laohu8.com/S/MCO\">穆迪</a>、<a href=\"https://laohu8.com/S/KHC\">卡夫亨氏</a>、<a href=\"https://laohu8.com/S/CB\">安达保险</a>以及达维塔保健。</p><p>除了美银，四季度伯克希尔的十大重仓中只有第十位的<a href=\"https://laohu8.com/S/HCSG\">医疗保健服务</a>公司达维塔保健被减持，持股环比减少约20.3万股、降幅0.56%。</p><p>四季度伯克希尔未进一步减持苹果。去年苹果始终是伯克希尔的头号重仓股，但在二季度和三季度，伯克希尔接连大幅减持苹果，减持股份幅度分别达50%和25%。到三季度末，所持的苹果股份较去年年初的9.05亿股降至3亿股，降幅接近67%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ea6f8754cd936fac6ec544ebc88389d\" title=\"\" tg-width=\"660\" tg-height=\"358\"/></p><p><strong>继续抄底西方石油，上周五斥3570万美元增持逾76万股</strong></p><p>十大重仓股中，西方石油是四季度唯一被增持的个股。本周稍早，伯克希尔披露了本月继续增持西方石油，本次13F文件并未更改那次披露的西方石油持仓数据。</p><p>去年12月17日至19日三日，伯克希尔以约46美元/股的价格共计投入超4亿美元，增持了西方石油近890万股普通股。此后，尽管西方石油股价继续回落，伯克希尔还进一步增持。</p><p>本周二公布的递交SEC监管文件显示，2月7日上周五，伯克希尔以约46.82美元/股的价格，斥资逾3570万美元买入西方石油逾76.3万股，持股比升至逾28.2%，持有的西方石油普通股数量增至约2.649亿股。</p><p>而到2月7日收盘，西方石油股价已经较去年4月5日所创收盘最高纪录跌去32%以上。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50d62df90df675316593d59b622792b5\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>建仓酒业巨头，加仓达美乐披萨</strong></p><p>四季度伯克希尔新进酒业巨头Constellation Brands（星座品牌），Constellation Brands也是当季伯克希尔入手股票价值最高的个股。当季建仓逾562万股，价值逾12.4亿美元，在伯克希尔持仓中占比0.56%。</p><p>周五盘后，星座品牌涨逾7%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61c2ef6c3c3c1405d2a8275c49781ca2\" tg-width=\"450\" tg-height=\"131\"/></p><p>伯克希尔四季度还加仓了三季度新进的达美乐披萨（DPZ），持股较三季度增加110万股，环比增幅86.49%。达美乐是伯克希尔四季度新增押注最多的个股，仅次于Constellation Brands。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea49673e6ea46ad54c8361a57ef5c152\" title=\"\" tg-width=\"660\" tg-height=\"103\"/></p><p>此外，四季度伯克希尔清仓了二季度新进的犹他美容。三季度伯克希尔已经大幅减持这家化妆品折扣零售商，持股数较二季度剧减96.49%。</p></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>巴菲特Q4“猛砍”银行股，建仓星座品牌，未再减持苹果</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巴菲特Q4“猛砍”银行股，建仓星座品牌，未再减持苹果\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-15 07:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2025-02-15/doc-inekphkt7314463.shtml><strong>网易新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：持仓报告显示，除了继续增持西方石油，巴菲特领导的伯克希尔-哈撒韦公司去年四季度最明显的调仓是减持银行股、增持餐饮股。根据美东时间2月14日周五公布的递交美国证监会（SEC）13F文件，两家华尔街巨头花旗和美国银行是伯克希尔去年第四季度减持最多的个股。其中，伯克希尔持有的花旗股份四季度猛砍超七成，到四季度末，持股环比三季度减少约4060.5万股，持股数环比下降73.5%，在伯克希尔持仓中占比从...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2025-02-15/doc-inekphkt7314463.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d07d5b4edb32cc2030b6bd99bcaf1cd6","relate_stocks":{"BRK.B":"伯克希尔B","STZ":"星座品牌","BRK.A":"伯克希尔"},"source_url":"https://finance.sina.com.cn/roll/2025-02-15/doc-inekphkt7314463.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2511646019","content_text":"摘要：持仓报告显示，除了继续增持西方石油，巴菲特领导的伯克希尔-哈撒韦公司去年四季度最明显的调仓是减持银行股、增持餐饮股。根据美东时间2月14日周五公布的递交美国证监会（SEC）13F文件，两家华尔街巨头花旗和美国银行是伯克希尔去年第四季度减持最多的个股。其中，伯克希尔持有的花旗股份四季度猛砍超七成，到四季度末，持股环比三季度减少约4060.5万股，持股数环比下降73.5%，在伯克希尔持仓中占比从1.3%降至0.39%，持仓价值减少28.6亿美元；四季度美银的持股环比减少于1.174亿股，持股环比减少14.72%，在伯克希尔持仓中占比从11.88%降至11.17%，持仓市值锐减51.6亿美元。不过，美银仍是伯克希尔的第三大重仓股。重仓股的前十位排名和三季度完全相同，前两名依然是苹果和美国运通，第四到第十位分别是可口可乐、雪佛龙、西方石油、穆迪、卡夫亨氏、安达保险以及达维塔保健。除了美银，四季度伯克希尔的十大重仓中只有第十位的医疗保健服务公司达维塔保健被减持，持股环比减少约20.3万股、降幅0.56%。四季度伯克希尔未进一步减持苹果。去年苹果始终是伯克希尔的头号重仓股，但在二季度和三季度，伯克希尔接连大幅减持苹果，减持股份幅度分别达50%和25%。到三季度末，所持的苹果股份较去年年初的9.05亿股降至3亿股，降幅接近67%。继续抄底西方石油，上周五斥3570万美元增持逾76万股十大重仓股中，西方石油是四季度唯一被增持的个股。本周稍早，伯克希尔披露了本月继续增持西方石油，本次13F文件并未更改那次披露的西方石油持仓数据。去年12月17日至19日三日，伯克希尔以约46美元/股的价格共计投入超4亿美元，增持了西方石油近890万股普通股。此后，尽管西方石油股价继续回落，伯克希尔还进一步增持。本周二公布的递交SEC监管文件显示，2月7日上周五，伯克希尔以约46.82美元/股的价格，斥资逾3570万美元买入西方石油逾76.3万股，持股比升至逾28.2%，持有的西方石油普通股数量增至约2.649亿股。而到2月7日收盘，西方石油股价已经较去年4月5日所创收盘最高纪录跌去32%以上。建仓酒业巨头，加仓达美乐披萨四季度伯克希尔新进酒业巨头Constellation Brands（星座品牌），Constellation Brands也是当季伯克希尔入手股票价值最高的个股。当季建仓逾562万股，价值逾12.4亿美元，在伯克希尔持仓中占比0.56%。周五盘后，星座品牌涨逾7%。伯克希尔四季度还加仓了三季度新进的达美乐披萨（DPZ），持股较三季度增加110万股，环比增幅86.49%。达美乐是伯克希尔四季度新增押注最多的个股，仅次于Constellation Brands。此外，四季度伯克希尔清仓了二季度新进的犹他美容。三季度伯克希尔已经大幅减持这家化妆品折扣零售商，持股数较二季度剧减96.49%。","news_type":1,"symbols_score_info":{"STZ":1,"BRK.A":1,"BRK.B":1}},"isVote":1,"tweetType":1,"viewCount":3990,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574509500912873","authorId":"3574509500912873","name":"George__7684","avatar":"https://static.tigerbbs.com/3dc4774ebb1a2d48dfa15cecba989bd9","crmLevel":1,"crmLevelSwitch":0,"idStr":"3574509500912873","authorIdStr":"3574509500912873"},"content":"巴菲特持有资源，持有资源没有错，石油资源，不在意涨跌的，洛克菲勒也是石油起家，控制了资源，等于掌握了一一切，资源股获利的短板政治的不确定性，我买两次资源，重复两次基本是亏，长持没问题 不过资金被困死了，如果短期回调不了，不要太执着，换仓！有闲钱放着不动！回调起来也快的！","text":"巴菲特持有资源，持有资源没有错，石油资源，不在意涨跌的，洛克菲勒也是石油起家，控制了资源，等于掌握了一一切，资源股获利的短板政治的不确定性，我买两次资源，重复两次基本是亏，长持没问题 不过资金被困死了，如果短期回调不了，不要太执着，换仓！有闲钱放着不动！回调起来也快的！","html":"巴菲特持有资源，持有资源没有错，石油资源，不在意涨跌的，洛克菲勒也是石油起家，控制了资源，等于掌握了一一切，资源股获利的短板政治的不确定性，我买两次资源，重复两次基本是亏，长持没问题 不过资金被困死了，如果短期回调不了，不要太执着，换仓！有闲钱放着不动！回调起来也快的！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557099408500016,"gmtCreate":1777042375423,"gmtModify":1777042377817,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"title":"","htmlText":"Ai夺走的工作，要达子来偿还","listText":"Ai夺走的工作，要达子来偿还","text":"Ai夺走的工作，要达子来偿还","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557099408500016","repostId":"1178576584","repostType":2,"isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":495503819771928,"gmtCreate":1762003599581,"gmtModify":1762003602026,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"title":"","htmlText":"泡沫还没来，快等不住了","listText":"泡沫还没来，快等不住了","text":"泡沫还没来，快等不住了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/495503819771928","repostId":"1190048355","repostType":2,"repost":{"id":"1190048355","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1761998505,"share":"https://www.laohu8.com/m/news/1190048355?lang=zh_CN&edition=full","pubTime":"2025-11-01 20:01","market":"us","language":"zh","title":"伯克希尔Q3运营利润大增34%，现金储备3816.7亿美元再创纪录","url":"https://stock-news.laohu8.com/highlight/detail?id=1190048355","media":"老虎资讯综合","summary":"11月1日，$伯克希尔(BRK.A)$哈撒韦A发布2025年第三季度业绩。财报显示，第三季度营收949.72亿美元，上年同期929.95亿美元，市场预期915.5亿美元；净利润307.96亿美元，上年同期262.51亿美元，市场预期127.3亿美元。","content":"<html><head></head><body><p>11月1日，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>发布2025年第三季度业绩。财报显示，第三季度营收949.72亿美元，上年同期929.95亿美元，市场预期915.5亿美元；净利润307.96亿美元，上年同期262.51亿美元，市场预期127.3亿美元；每股收益14.28美元，上年同期12.18美元，市场预期5.89美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3d9c2659c22f1e802768ca6798429c4\" title=\"\" tg-width=\"744\" tg-height=\"738\"/></p><p>第三季度营业利润为134.9亿美元，去年同期为100.9亿美元。</p><p>第三季度末现金储备达到创纪录的3816.7亿美元。</p><p>公司第三季度投资净收益为173.11亿美元，去年同期为161.61亿美元。</p><p>公司在三季度已连续第12个季度成为股票净卖方。</p><p>截至2025年9月30日，公司已发行1,438,223股A类等值流通股。</p><p>伯克希尔哈撒韦：多年来，我们的股权投资一直集中在少数几家公司。截至2025年9月30日及2024年12月31日，我们五大持股的公允价值分别占股权投资总公允价值的66%和71%。这两个时点的五大持仓公司均为：美国运通、苹果、美国银行、可口可乐以及雪佛龙。截至2025年9月30日，我们持有美国运通公司1.516亿股普通股，占其流通普通股的22.0%。</p><p>此外，三季度我们还持有西方石油公司的普通股。截至2025年9月30日，我们持有卡夫亨氏27.5%的流通普通股以及西方石油26.9%的流通普通股。</p><p>在第三季度和10月的前20天没有回购任何本公司的股票。</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>伯克希尔Q3运营利润大增34%，现金储备3816.7亿美元再创纪录</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伯克希尔Q3运营利润大增34%，现金储备3816.7亿美元再创纪录\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\">2025-11-01 20:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月1日，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>发布2025年第三季度业绩。财报显示，第三季度营收949.72亿美元，上年同期929.95亿美元，市场预期915.5亿美元；净利润307.96亿美元，上年同期262.51亿美元，市场预期127.3亿美元；每股收益14.28美元，上年同期12.18美元，市场预期5.89美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3d9c2659c22f1e802768ca6798429c4\" title=\"\" tg-width=\"744\" tg-height=\"738\"/></p><p>第三季度营业利润为134.9亿美元，去年同期为100.9亿美元。</p><p>第三季度末现金储备达到创纪录的3816.7亿美元。</p><p>公司第三季度投资净收益为173.11亿美元，去年同期为161.61亿美元。</p><p>公司在三季度已连续第12个季度成为股票净卖方。</p><p>截至2025年9月30日，公司已发行1,438,223股A类等值流通股。</p><p>伯克希尔哈撒韦：多年来，我们的股权投资一直集中在少数几家公司。截至2025年9月30日及2024年12月31日，我们五大持股的公允价值分别占股权投资总公允价值的66%和71%。这两个时点的五大持仓公司均为：美国运通、苹果、美国银行、可口可乐以及雪佛龙。截至2025年9月30日，我们持有美国运通公司1.516亿股普通股，占其流通普通股的22.0%。</p><p>此外，三季度我们还持有西方石油公司的普通股。截至2025年9月30日，我们持有卡夫亨氏27.5%的流通普通股以及西方石油26.9%的流通普通股。</p><p>在第三季度和10月的前20天没有回购任何本公司的股票。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BRK.A":"伯克希尔","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BRK.B":"伯克希尔B","BK4176":"多领域控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190048355","content_text":"11月1日，伯克希尔发布2025年第三季度业绩。财报显示，第三季度营收949.72亿美元，上年同期929.95亿美元，市场预期915.5亿美元；净利润307.96亿美元，上年同期262.51亿美元，市场预期127.3亿美元；每股收益14.28美元，上年同期12.18美元，市场预期5.89美元。第三季度营业利润为134.9亿美元，去年同期为100.9亿美元。第三季度末现金储备达到创纪录的3816.7亿美元。公司第三季度投资净收益为173.11亿美元，去年同期为161.61亿美元。公司在三季度已连续第12个季度成为股票净卖方。截至2025年9月30日，公司已发行1,438,223股A类等值流通股。伯克希尔哈撒韦：多年来，我们的股权投资一直集中在少数几家公司。截至2025年9月30日及2024年12月31日，我们五大持股的公允价值分别占股权投资总公允价值的66%和71%。这两个时点的五大持仓公司均为：美国运通、苹果、美国银行、可口可乐以及雪佛龙。截至2025年9月30日，我们持有美国运通公司1.516亿股普通股，占其流通普通股的22.0%。此外，三季度我们还持有西方石油公司的普通股。截至2025年9月30日，我们持有卡夫亨氏27.5%的流通普通股以及西方石油26.9%的流通普通股。在第三季度和10月的前20天没有回购任何本公司的股票。","news_type":1,"symbols_score_info":{"BRK.A":1.5,"BRK.B":2}},"isVote":1,"tweetType":1,"viewCount":2061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358968256033048,"gmtCreate":1728646653492,"gmtModify":1728646655912,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"title":"","htmlText":"从来不买中国资产，这次发神经的在8号进厂，美股赚的全陪进去还亏本金","listText":"从来不买中国资产，这次发神经的在8号进厂，美股赚的全陪进去还亏本金","text":"从来不买中国资产，这次发神经的在8号进厂，美股赚的全陪进去还亏本金","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/358968256033048","isVote":1,"tweetType":1,"viewCount":3609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334512095260952,"gmtCreate":1722700989470,"gmtModify":1722700991673,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"title":"","htmlText":"西方石油没涨","listText":"西方石油没涨","text":"西方石油没涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/334512095260952","repostId":"1132175044","repostType":2,"repost":{"id":"1132175044","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1722686703,"share":"https://www.laohu8.com/m/news/1132175044?lang=zh_CN&edition=full","pubTime":"2024-08-03 20:05","market":"us","language":"zh","title":"伯克希尔二季度净利润303.5亿美元超预期，现金储备再创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1132175044","media":"老虎资讯综合","summary":"公司持有现金达到创纪录的2769亿美元。","content":"<html><head></head><body><p>伯克希尔哈撒韦A二季度营收936.53亿美元，上年同期为925.03亿美元，市场预期910.9亿美元。</p><p>二季度净利润303.5亿美元，上年同期为359.12亿美元，市场预期177.86亿美元。</p><p>二季度运营收益升至116亿美元。</p><p>二季度EPS为21122美元，上年同期为24775美元，市场预期15006美元。</p><p style=\"text-align: start;\"><strong>现金储备接近3000亿美元</strong></p><p style=\"text-align: start;\">截至二季度末，公司现金储备为2769亿美元，再创纪录新高，一季度末为1890亿美元。</p><p><strong>投资分布</strong></p><p>截至6月30日，股权投资的总公允价值中，72%集中于美国运通、苹果公司、美国银行、雪佛龙和可口可乐。</p><p>截至6月30日的季度内，净卖出价值755亿美元的股票。</p><p>第二季度大约使用了3.45亿美元回购公司股票。</p><p>截至2024年二季度末持有的固定收益证券投资公允价值达169.69亿美元，其中，对美债、外国债券、企业债券的投资公允价值分别为45.17亿美元，110.20亿美元，12.10亿美元。</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>伯克希尔二季度净利润303.5亿美元超预期，现金储备再创新高</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伯克希尔二季度净利润303.5亿美元超预期，现金储备再创新高\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\">2024-08-03 20:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>伯克希尔哈撒韦A二季度营收936.53亿美元，上年同期为925.03亿美元，市场预期910.9亿美元。</p><p>二季度净利润303.5亿美元，上年同期为359.12亿美元，市场预期177.86亿美元。</p><p>二季度运营收益升至116亿美元。</p><p>二季度EPS为21122美元，上年同期为24775美元，市场预期15006美元。</p><p style=\"text-align: start;\"><strong>现金储备接近3000亿美元</strong></p><p style=\"text-align: start;\">截至二季度末，公司现金储备为2769亿美元，再创纪录新高，一季度末为1890亿美元。</p><p><strong>投资分布</strong></p><p>截至6月30日，股权投资的总公允价值中，72%集中于美国运通、苹果公司、美国银行、雪佛龙和可口可乐。</p><p>截至6月30日的季度内，净卖出价值755亿美元的股票。</p><p>第二季度大约使用了3.45亿美元回购公司股票。</p><p>截至2024年二季度末持有的固定收益证券投资公允价值达169.69亿美元，其中，对美债、外国债券、企业债券的投资公允价值分别为45.17亿美元，110.20亿美元，12.10亿美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/421c86cc0a830b74f805ce68a58f2f7a","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132175044","content_text":"伯克希尔哈撒韦A二季度营收936.53亿美元，上年同期为925.03亿美元，市场预期910.9亿美元。二季度净利润303.5亿美元，上年同期为359.12亿美元，市场预期177.86亿美元。二季度运营收益升至116亿美元。二季度EPS为21122美元，上年同期为24775美元，市场预期15006美元。现金储备接近3000亿美元截至二季度末，公司现金储备为2769亿美元，再创纪录新高，一季度末为1890亿美元。投资分布截至6月30日，股权投资的总公允价值中，72%集中于美国运通、苹果公司、美国银行、雪佛龙和可口可乐。截至6月30日的季度内，净卖出价值755亿美元的股票。第二季度大约使用了3.45亿美元回购公司股票。截至2024年二季度末持有的固定收益证券投资公允价值达169.69亿美元，其中，对美债、外国债券、企业债券的投资公允价值分别为45.17亿美元，110.20亿美元，12.10亿美元。","news_type":1,"symbols_score_info":{"BRK.B":1.1,"BRK.A":1.1}},"isVote":1,"tweetType":1,"viewCount":6641,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553522987629192","authorId":"3553522987629192","name":"王林牛肉面","avatar":"https://static.tigerbbs.com/505a98e061d773d46e713b2eaf0fe6f4","crmLevel":1,"crmLevelSwitch":1,"idStr":"3553522987629192","authorIdStr":"3553522987629192"},"content":"公开资料显示，西方石油是一家总部位于美国洛杉矶的国际石油和天然气勘探和生产公司，主要业务包括油气勘探开发、化工业务以及天然气运输等，是目前全球最大的页岩油生产商之一。 巴菲特买入西方石油公司并非一时兴起，两者发生交集要追溯到2019年初，当时西方石油正在和石油巨头雪佛龙展开对另一家石油公司阿纳达科的竞购战。 2019年4月，雪佛龙报价330亿美元，率先和阿纳达科签下了框架投资协议，这使得当时西方石油总裁Vicky Hollub大为恼火，于是乎亲自飞往奥马哈小镇，向金主巴菲特求援并得到100亿美元的并购资金支持。最终在巴菲特的资金支持下，西方石油以380亿美元的报价，成功收购阿纳达科石油。 当然老巴是不会做亏本的生意，作为交换，伯克希尔获得了100亿美元的西方石油优先股，股息率为8%；并附加了未来购买8000万股西方石油普通股的认股权证，行权价格是62.50美元。 行权截止日期设计的也比较有意思，是定在巴菲特卖出优先股后的一年内。而协议约定西方石油可以在10年后的2029年选择赎回巴菲特的100亿美元优先股。 也就是说如果西方石油管理层在2029年选择赎回这100亿的优先股，那么巴菲特就有权利在2030年以62.50美元的价格买入8000万股西方石油的普通股。 这也意味着当时巴菲特认为公司的内在价值肯定是在62.5美元以上的，2018年西方石油每股收益5.4元，对应市盈率11.6倍，市净率为2.2倍。当时，巴菲特接受采访时曾表示，认股权证的协议是对油价长期上涨的押注。 由于融资协议中有反稀释条款，根据SEC最新文件显示，目前的行权价格下降到了59.62美元，行权的股数变为8386万股。 举例而言，去年9月西方石油股价最高曾达到过76美元，如果巴菲特愿意的话可以以59.62美元的价格购买8386万股西方石油的普通股。","text":"公开资料显示，西方石油是一家总部位于美国洛杉矶的国际石油和天然气勘探和生产公司，主要业务包括油气勘探开发、化工业务以及天然气运输等，是目前全球最大的页岩油生产商之一。 巴菲特买入西方石油公司并非一时兴起，两者发生交集要追溯到2019年初，当时西方石油正在和石油巨头雪佛龙展开对另一家石油公司阿纳达科的竞购战。 2019年4月，雪佛龙报价330亿美元，率先和阿纳达科签下了框架投资协议，这使得当时西方石油总裁Vicky Hollub大为恼火，于是乎亲自飞往奥马哈小镇，向金主巴菲特求援并得到100亿美元的并购资金支持。最终在巴菲特的资金支持下，西方石油以380亿美元的报价，成功收购阿纳达科石油。 当然老巴是不会做亏本的生意，作为交换，伯克希尔获得了100亿美元的西方石油优先股，股息率为8%；并附加了未来购买8000万股西方石油普通股的认股权证，行权价格是62.50美元。 行权截止日期设计的也比较有意思，是定在巴菲特卖出优先股后的一年内。而协议约定西方石油可以在10年后的2029年选择赎回巴菲特的100亿美元优先股。 也就是说如果西方石油管理层在2029年选择赎回这100亿的优先股，那么巴菲特就有权利在2030年以62.50美元的价格买入8000万股西方石油的普通股。 这也意味着当时巴菲特认为公司的内在价值肯定是在62.5美元以上的，2018年西方石油每股收益5.4元，对应市盈率11.6倍，市净率为2.2倍。当时，巴菲特接受采访时曾表示，认股权证的协议是对油价长期上涨的押注。 由于融资协议中有反稀释条款，根据SEC最新文件显示，目前的行权价格下降到了59.62美元，行权的股数变为8386万股。 举例而言，去年9月西方石油股价最高曾达到过76美元，如果巴菲特愿意的话可以以59.62美元的价格购买8386万股西方石油的普通股。","html":"公开资料显示，西方石油是一家总部位于美国洛杉矶的国际石油和天然气勘探和生产公司，主要业务包括油气勘探开发、化工业务以及天然气运输等，是目前全球最大的页岩油生产商之一。 巴菲特买入西方石油公司并非一时兴起，两者发生交集要追溯到2019年初，当时西方石油正在和石油巨头雪佛龙展开对另一家石油公司阿纳达科的竞购战。 2019年4月，雪佛龙报价330亿美元，率先和阿纳达科签下了框架投资协议，这使得当时西方石油总裁Vicky Hollub大为恼火，于是乎亲自飞往奥马哈小镇，向金主巴菲特求援并得到100亿美元的并购资金支持。最终在巴菲特的资金支持下，西方石油以380亿美元的报价，成功收购阿纳达科石油。 当然老巴是不会做亏本的生意，作为交换，伯克希尔获得了100亿美元的西方石油优先股，股息率为8%；并附加了未来购买8000万股西方石油普通股的认股权证，行权价格是62.50美元。 行权截止日期设计的也比较有意思，是定在巴菲特卖出优先股后的一年内。而协议约定西方石油可以在10年后的2029年选择赎回巴菲特的100亿美元优先股。 也就是说如果西方石油管理层在2029年选择赎回这100亿的优先股，那么巴菲特就有权利在2030年以62.50美元的价格买入8000万股西方石油的普通股。 这也意味着当时巴菲特认为公司的内在价值肯定是在62.5美元以上的，2018年西方石油每股收益5.4元，对应市盈率11.6倍，市净率为2.2倍。当时，巴菲特接受采访时曾表示，认股权证的协议是对油价长期上涨的押注。 由于融资协议中有反稀释条款，根据SEC最新文件显示，目前的行权价格下降到了59.62美元，行权的股数变为8386万股。 举例而言，去年9月西方石油股价最高曾达到过76美元，如果巴菲特愿意的话可以以59.62美元的价格购买8386万股西方石油的普通股。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":193831416307808,"gmtCreate":1688358789503,"gmtModify":1688360414499,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"title":"","htmlText":"木头姐作风果断，赚了就跑","listText":"木头姐作风果断，赚了就跑","text":"木头姐作风果断，赚了就跑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193831416307808","repostId":"2348591755","repostType":4,"repost":{"id":"2348591755","kind":"highlight","pubTimestamp":1688345033,"share":"https://www.laohu8.com/m/news/2348591755?lang=zh_CN&edition=full","pubTime":"2023-07-03 08:43","market":"us","language":"zh","title":"“木头姐”6月连续七次减持特斯拉！累计抛售逾63万股，套现逾16亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2348591755","media":"环球市场播报","summary":"凯茜·伍德的方舟投资管理公司上周五又抛售了72183股$特斯拉(TSLA)$股票，价值约1890万美元，就在$特斯拉(TSLA)$公布第二季度交付数据之前。这是伍德的公司本月第七次减持特斯拉，累计已抛售了逾63万股，套现逾16亿美元。随着特斯拉股价持续走高，伍德的基金最近一直在抛售该公司的股票。在上周的三个交易日里，该基金共卖出了108805股特斯拉股票，套现约2820万美元。特斯拉股价上周五上涨1.66%，收于261.77美元。今年上半年累计上涨了125.5%。该公司周日公布的数据显示，第二季度交付量为466140辆，同比增长83%，创下季度销售纪录。","content":"<html><head></head><body><p>凯茜·伍德的方舟投资管理公司上周五又抛售了72183股<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票，价值约1890万美元，就在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公布第二季度交付数据之前。</p><p>这是伍德的公司本月第七次减持特斯拉，累计已抛售了逾63万股，套现逾16亿美元。</p><p>随着特斯拉股价持续走高，伍德的基金最近一直在抛售该公司的股票。在上周的三个交易日里，该基金共卖出了108805股特斯拉股票，套现约2820万美元。</p><p>特斯拉股价上周五上涨1.66%，收于261.77美元。今年上半年累计上涨了125.5%。</p><p>该公司周日公布的数据显示，第二季度交付量为466140辆，同比增长83%，创下季度销售纪录。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ad936abdd4d58c27be0d761e3f43886\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","source":"highlight_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>“木头姐”6月连续七次减持特斯拉！累计抛售逾63万股，套现逾16亿美元</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; 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“木头姐”6月连续七次减持特斯拉！累计抛售逾63万股，套现逾16亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-03 08:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2023-07-03/doc-imyzkfqx5309873.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凯茜·伍德的方舟投资管理公司上周五又抛售了72183股特斯拉股票，价值约1890万美元，就在特斯拉公布第二季度交付数据之前。这是伍德的公司本月第七次减持特斯拉，累计已抛售了逾63万股，套现逾16亿美元。随着特斯拉股价持续走高，伍德的基金最近一直在抛售该公司的股票。在上周的三个交易日里，该基金共卖出了108805股特斯拉股票，套现约2820万美元。特斯拉股价上周五上涨1.66%，收于261.77美元...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-07-03/doc-imyzkfqx5309873.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e4064af494cb5a70b149f47eb448dc2c","relate_stocks":{"LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4548":"巴美列捷福持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4551":"寇图资本持仓","BK4574":"无人驾驶","LU0056508442.USD":"贝莱德世界科技基金A2","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4581":"高盛持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU1861558580.USD":"日兴方舟颠覆性创新基金B","TSLA":"特斯拉","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-07-03/doc-imyzkfqx5309873.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2348591755","content_text":"凯茜·伍德的方舟投资管理公司上周五又抛售了72183股特斯拉股票，价值约1890万美元，就在特斯拉公布第二季度交付数据之前。这是伍德的公司本月第七次减持特斯拉，累计已抛售了逾63万股，套现逾16亿美元。随着特斯拉股价持续走高，伍德的基金最近一直在抛售该公司的股票。在上周的三个交易日里，该基金共卖出了108805股特斯拉股票，套现约2820万美元。特斯拉股价上周五上涨1.66%，收于261.77美元。今年上半年累计上涨了125.5%。该公司周日公布的数据显示，第二季度交付量为466140辆，同比增长83%，创下季度销售纪录。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":3180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551920707764888,"gmtCreate":1775780833712,"gmtModify":1775780836249,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"title":"","htmlText":"估值2万亿？","listText":"估值2万亿？","text":"估值2万亿？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551920707764888","repostId":"1143699986","repostType":2,"repost":{"id":"1143699986","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1775780562,"share":"https://www.laohu8.com/m/news/1143699986?lang=zh_CN&edition=full","pubTime":"2026-04-10 08:22","market":"us","language":"zh","title":"SpaceX去年因AI投入亏损近50亿美元，总营收突破185亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1143699986","media":"老虎资讯综合","summary":"The Information 4月10日消息，两名知情人士透露，SpaceX去年亏损近50亿美元，营收则超过185亿美元。该亏损数据包含了xAI的相关支出——这家由埃隆・马斯克创立的人工智能公司已于今年2月被SpaceX收购。此次合并SpaceX与xAI业绩后的净亏损及其他财务数据此前均未对外披露。SpaceX正筹备有望成为史上规模最大的首次公开募股（IPO），期间对自身财务状况严格保密。这一亏损数额表明，参与该IPO的投资者，实质上是在为马斯克尚未验证的人工智能愿景提供资金，以此换取这家业绩亮眼的商业航天与通信公司的部分股权。","content":"<html><head></head><body><p>The Information 消息，两名知情人士透露，SpaceX去年亏损近50亿美元，营收则超过185亿美元。</p><p>该亏损数据包含了xAI的相关支出——这家由埃隆・马斯克创立的人工智能公司已于今年2月被SpaceX收购。</p><p>此次合并SpaceX与xAI业绩后的净亏损及其他财务数据此前均未对外披露。</p><p>SpaceX正筹备有望成为史上规模最大的首次公开募股（IPO），期间对自身财务状况严格保密。这一亏损数额表明，参与该IPO的投资者，实质上是在为马斯克尚未验证的人工智能愿景提供资金，以此换取这家业绩亮眼的商业航天与通信公司的部分股权。</p><p></p><p><img src=\"https://static.tigerbbs.com/1fd332bcfcf883aee0905e337f55b79d\" alt=\"\"/></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>SpaceX去年因AI投入亏损近50亿美元，总营收突破185亿美元</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; 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\">\nSpaceX去年因AI投入亏损近50亿美元，总营收突破185亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-04-10 08:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Information 消息，两名知情人士透露，SpaceX去年亏损近50亿美元，营收则超过185亿美元。</p><p>该亏损数据包含了xAI的相关支出——这家由埃隆・马斯克创立的人工智能公司已于今年2月被SpaceX收购。</p><p>此次合并SpaceX与xAI业绩后的净亏损及其他财务数据此前均未对外披露。</p><p>SpaceX正筹备有望成为史上规模最大的首次公开募股（IPO），期间对自身财务状况严格保密。这一亏损数额表明，参与该IPO的投资者，实质上是在为马斯克尚未验证的人工智能愿景提供资金，以此换取这家业绩亮眼的商业航天与通信公司的部分股权。</p><p></p><p><img src=\"https://static.tigerbbs.com/1fd332bcfcf883aee0905e337f55b79d\" alt=\"\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/cf9c6b6fef2300c9e50d8bfa113cf11e","relate_stocks":{"DXYZ":"Destiny Tech100 Inc","VCX":"Fundrise Innovation Fund LLC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143699986","content_text":"The Information 消息，两名知情人士透露，SpaceX去年亏损近50亿美元，营收则超过185亿美元。该亏损数据包含了xAI的相关支出——这家由埃隆・马斯克创立的人工智能公司已于今年2月被SpaceX收购。此次合并SpaceX与xAI业绩后的净亏损及其他财务数据此前均未对外披露。SpaceX正筹备有望成为史上规模最大的首次公开募股（IPO），期间对自身财务状况严格保密。这一亏损数额表明，参与该IPO的投资者，实质上是在为马斯克尚未验证的人工智能愿景提供资金，以此换取这家业绩亮眼的商业航天与通信公司的部分股权。","news_type":1,"symbols_score_info":{"DXYZ":2,"VCX":2}},"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}