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ruan_7128
02-09
特朗普喜欢玩增加关税,首先是对中国增加关税,其次就是要降息,由于非农等重磅数据出来后显示降息可能会推迟到3月或者是下半年的事情,对于美股而言,各项股指仍在高位,降息与否已经无法阻挡美股继续看多做多,特别是美国的科技股依旧是遥遥领先。
ruan_7128
2024-03-29
小米车也就是20来万左右吧!毕竟市场上成熟的品牌车多的是。
抱歉,原内容已删除
ruan_7128
07-10 07:19
之前几天老虎平台上就有个问卷,英伟达与微软谁最快能突破4万亿大关,这还用问吗,当然是英伟达!天天上涨,这气势根本就停不下来。
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ruan_7128
2024-07-05
$台积电(TSM)$
不看好苹果,更不看好台积电,你们的核心芯片很快就会被中国的量子芯片所取代,在5G设备上,中国的核心芯片都是自产的,在5.5G上,中国更是遥遥领先,看着吧,中国有能力甩开三星、台积电、英伟达,看谁能笑到最后。
ruan_7128
2024-12-02
美国地大人少,在中国看看,随便一个小镇都有川流不息的人群在走动,而且也没按照交通规则行走,即便是北上广深的大城市,也有许多人行走在行车道上,如果遇到暴走团,那整个行车道都会被占用,智能驾驶在其他国家或许能成功,在中国估计会是寸步难行。
特斯拉开始推出FSD最新版本V13.2
ruan_7128
2023-07-20
是该休息一下了!
美国科技股,纯粹一群疯子
ruan_7128
2023-07-07
被罚71.23亿元,厉害呀!
金融监管部门对蚂蚁集团及旗下机构处以罚款71.23亿元
ruan_7128
2024-10-04
人民币又大幅贬值了
离岸人民币收复7.0大关,为去年5月以来首次
ruan_7128
2024-07-05
$特斯拉(TSLA)$
目标暂时为300美元/股,继续看多!有马斯克的英明领导,有很强大的智能驾驶系统,有员工的精心创新,特斯拉一定能在3年内超越任何对手,成为世界领跑者,加油!
ruan_7128
02-09
现在不光是黄金往上冲,就连期货铜、铁矿石也都在往上冲。
ruan_7128
2024-02-01
感觉特斯拉现在出现了低潮,样样项目都不太顺利,但股价在180美元处还是有较强的支撑,特斯拉原气仍在,会有阳光灿烂的时候,相信很快就会到来。
ruan_7128
2024-01-18
虽然台积电有很大的盈利,但与去年同期比就少了许多,从中长期来说,不看好台积电!看着吧,会跌回100以内。
ruan_7128
2023-05-09
$微白银2307(SIL2307)$
ruan_7128
2024-03-18
$特斯拉(TSLA)$
看涨,在160处会有强支撑,期待着4月份的星舰,希望能否圆满成功!
ruan_7128
2024-04-17
蔚来2条路,第一筹集资金搞科研,在许多关键领域要有突破,如电池充电时间能否缩短,续航能力能否提升,基础设施如充电桩是否完善,在自动驾驶技术上是否有特色,免费保修时间能否进一步提高;第二就是尽快灭亡。相比之下马斯克的特斯拉汽车就完全不同了,特斯拉有强大的经济实力和超一流的科研团队,还有一个规模庞大的星舰团队,马斯克玩的是技术,蔚来玩的是能否保住手中的饭碗,两个不在一个层面。
ruan_7128
06-22
全自动驾驶先试几年吧,看看是否会出人命,在我国的高速公路上,往往因为某些路段需要维修而临时放置水码,如果自动驾驶雷达不能测试到的话,那就非常危险。
ruan_7128
2024-12-26
英伟达的芯片已经落后了,还吹嘘“高算力”。
抱歉,原内容已删除
ruan_7128
2024-04-17
$特斯拉(TSLA)$
特斯拉的股价一定会上来的,不必担心马斯克,他有智慧、有能力、有资金,特斯拉加油!
ruan_7128
2024-04-03
黄金的上涨感觉到头了,往上的空间感觉不会太大了,现在做空的胜算要高一些,不过太高了会有恐高症,想想还是不动为好,说到降息,估计很难,现在的源油也在往上涨,通胀怎么能下得来,比特币最好不碰,都太高了,看看吧!
ruan_7128
2024-03-28
$特斯拉(TSLA)$
仍看多特斯拉,他是美国的一面旗帜,不能倒!下月底将第四次试谢星舰,希望能成功,马斯克的计划不仅仅是车子,而是要打造宇宙汽车[强] 。
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22:49","market":"us","language":"zh","title":"Circle盘中大跌逾8%!蚂蚁国际否认合作传闻,瑞穗首予其“跑输大盘”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=1105006593","media":"老虎资讯综合","summary":"7月11日,“稳定币第一股”$Circle(CRCL)$盘中大跌逾8%!此前蚂蚁国际称与Circle合作消息不实。","content":"<html><head></head><body><p>7月11日,“稳定币第一股”<a href=\"https://laohu8.com/S/CRCL\">Circle</a>盘中大跌逾8%!此前蚂蚁国际称与Circle合作消息不实。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/638e9041a6be4f10158b06d622de8633\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>此前据媒体报道,蚂蚁集团正与美国加密稳定币公司Circle合作,在其全球业务部门“蚂蚁国际”(Ant International)的区块链平台上,引入Circle发行的USDC稳定币。随后,针对蚂蚁国际与Circle合作的传闻,蚂蚁国际表示:“媒体报道不准确,目前没有这样的计划。”</p><p>此外,近日瑞穗证券分析师Dan Dolev发布最新研报,首次覆盖Circle股票,并给予其“跑输大盘”评级,目标价为85美元。这一价格远低于当前水平,意味着Dolev预期该股将大幅回调近60%。Dolev在报告中指出,当前市场对于Circle的增长预期过于乐观,尤其是在宏观经济环境变化的背景下。他表示:“我们认为市场普遍预期并未充分考虑即将到来的利率下调风险,同时也高估了USDC在中期内的增长潜力。”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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\">2025-07-11 22:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月11日,“稳定币第一股”<a href=\"https://laohu8.com/S/CRCL\">Circle</a>盘中大跌逾8%!此前蚂蚁国际称与Circle合作消息不实。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/638e9041a6be4f10158b06d622de8633\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>此前据媒体报道,蚂蚁集团正与美国加密稳定币公司Circle合作,在其全球业务部门“蚂蚁国际”(Ant International)的区块链平台上,引入Circle发行的USDC稳定币。随后,针对蚂蚁国际与Circle合作的传闻,蚂蚁国际表示:“媒体报道不准确,目前没有这样的计划。”</p><p>此外,近日瑞穗证券分析师Dan Dolev发布最新研报,首次覆盖Circle股票,并给予其“跑输大盘”评级,目标价为85美元。这一价格远低于当前水平,意味着Dolev预期该股将大幅回调近60%。Dolev在报告中指出,当前市场对于Circle的增长预期过于乐观,尤其是在宏观经济环境变化的背景下。他表示:“我们认为市场普遍预期并未充分考虑即将到来的利率下调风险,同时也高估了USDC在中期内的增长潜力。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"CRCL":"Circle Internet Corp.","BK4023":"应用软件"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105006593","content_text":"7月11日,“稳定币第一股”Circle盘中大跌逾8%!此前蚂蚁国际称与Circle合作消息不实。此前据媒体报道,蚂蚁集团正与美国加密稳定币公司Circle合作,在其全球业务部门“蚂蚁国际”(Ant International)的区块链平台上,引入Circle发行的USDC稳定币。随后,针对蚂蚁国际与Circle合作的传闻,蚂蚁国际表示:“媒体报道不准确,目前没有这样的计划。”此外,近日瑞穗证券分析师Dan Dolev发布最新研报,首次覆盖Circle股票,并给予其“跑输大盘”评级,目标价为85美元。这一价格远低于当前水平,意味着Dolev预期该股将大幅回调近60%。Dolev在报告中指出,当前市场对于Circle的增长预期过于乐观,尤其是在宏观经济环境变化的背景下。他表示:“我们认为市场普遍预期并未充分考虑即将到来的利率下调风险,同时也高估了USDC在中期内的增长潜力。”","news_type":1,"symbols_score_info":{"CRCL":1}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455471080837288,"gmtCreate":1752236140985,"gmtModify":1752236142319,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BTOG\">$Bit Origin(BTOG)$ </a> 白银今天又创新高了","listText":"<a href=\"https://laohu8.com/S/BTOG\">$Bit Origin(BTOG)$ </a> 白银今天又创新高了","text":"$Bit Origin(BTOG)$ 白银今天又创新高了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455471080837288","repostId":"1134407688","repostType":4,"repost":{"id":"1134407688","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":1752234600,"share":"https://ttm.financial/m/news/1134407688?lang=&edition=full","pubTime":"2025-07-11 19:50","market":"hk","language":"zh","title":"盘前|关税担忧卷土重来!美股指期货全线下挫;比特币再创新高,原油、黄金携手上涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1134407688","media":"老虎资讯综合","summary":"主要受特朗普总统最新贸易政策声明影响,市场担心环球经济增长前景。特朗普此前再度出招,矛头指向现行国际贸易体系。他表示美国下月将向加拿大进口商品征收35%关税,并计划对大部分其他贸易伙伴开征15%至20%的全面性关税。特朗普在其社交平台上发布致加拿大总理的信件,指新关税将于8月1日生效,若加方采取报复行动,税率将进一步提高。欧洲市场欧洲主要股指全线下跌,截至发稿,英国富时100跌0.45%,法国CAC40跌0.79%,德国DAX30指数跌0.62%。","content":"<html><head></head><body><p>7月11日,美股三大股指期货齐跌,截止发稿,道指期货跌0.58%,纳指期货跌0.46%,标普500指数期货跌0.53%。主要受特朗普最新贸易政策声明影响,市场担心环球经济增长前景。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58d3519d40d54a43a2f9a2ce1ff2d00a\" title=\"\" tg-width=\"408\" tg-height=\"202\"/></p><p>特朗普此前再度出招,矛头指向现行国际贸易体系。他表示美国下月将向加拿大进口商品征收35%关税,并计划对大部分其他贸易伙伴开征15%至20%的全面性关税。</p><p>特朗普在其社交平台上发布致加拿大总理的信件,指新关税将于8月1日生效,若加方采取报复行动,税率将进一步提高。</p><h2 id=\"id_1501782370\">行情异动</h2><p>加密货币概念股盘前普涨,<a href=\"https://laohu8.com/S/BTOG\">Bit Origin</a>涨超65%,<a href=\"https://laohu8.com/S/BTCT\">BTC Digital</a>涨近16%,<a href=\"https://laohu8.com/S/UPXI\">Upexi</a>涨超10%,<a href=\"https://laohu8.com/S/GAME\">GameSquare</a>涨超8%,<a href=\"https://laohu8.com/S/SBET\">SharpLink Gaming</a>涨超5%,<a href=\"https://laohu8.com/S/BTBT\">Bit Digital</a>涨近4%,<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>、<a href=\"https://laohu8.com/S/MARA\">MARA Holdings</a>、<a href=\"https://laohu8.com/S/CLSK\">Cleanspark</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Platforms</a>涨超3%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>涨超2%;消息面上,比特币盘中一度突破11.8万美元,续创历史新高;</p><p>无人机概念股盘前集体大涨,<a href=\"https://laohu8.com/S/RCAT\">Red Cat</a> Holdings涨超12%,<a href=\"https://laohu8.com/S/UAVS\">AgEagle</a>涨超9%,<a href=\"https://laohu8.com/S/UMAC\">Unusual Machines</a>涨近8%,<a href=\"https://laohu8.com/S/AIRO\">Airo Group Holdings</a>涨超7%,<a href=\"https://laohu8.com/S/PDYN\">Palladyne Ai</a>涨超3%,<a href=\"https://laohu8.com/S/AVAV\">AeroVironment</a>涨近3%;消息面上,美国防部长签署备忘录,加快无人机生产与部署;</p><p><a href=\"https://laohu8.com/S/LEVI\">李维斯</a>盘前涨超6%,该公司第二季度业绩超市场预期,并上调全年业绩指引;</p><p><a href=\"https://laohu8.com/S/PSMT\">普尔斯玛特</a>盘前涨超5%,该公司第三季度营收及利润均高于市场预期;</p><p><a href=\"https://laohu8.com/S/AMC\">AMC院线</a>盘前涨超9%,韦德布什将其评级由中性提升至跑赢大市;</p><p><a href=\"https://laohu8.com/S/CAPR\">Capricor</a>盘前暴跌逾50%,FDA拒绝其杜氏肌营养不良症药物申请;</p><p><a href=\"https://laohu8.com/S/PFGC\">Performance Food</a>盘前涨超9%,市场消息称<a href=\"https://laohu8.com/S/USFD\">US Foods</a>有意对其进行收购;</p><p><a href=\"https://laohu8.com/S/ABVE\">Above Food Ingredients</a>盘前续涨逾100%,上一交易日飙涨逾324%;此前该公司与Palm Global签署最终业务合并协议。</p><h2 id=\"id_498296893\">欧洲市场</h2><p>欧洲主要股指全线下跌,截至发稿,英国富时100跌0.45%,法国CAC40跌0.79%,德国DAX30指数跌0.62%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc58314bd4fa6e912efeba1e3e20e6a5\" title=\"\" tg-width=\"949\" tg-height=\"444\"/></p><h2 id=\"id_2691335952\">原油</h2><p>原油期货小幅上涨,截止发稿,WTI原油涨1.16%,报67.34美元/桶;布伦特原油涨1.01%,报69.33美元/桶。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1ca24838be0ad4368c023af5c142963\" title=\"\" tg-width=\"868\" tg-height=\"835\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/009f65818b5df687348ad46a3c7abf54\" title=\"\" tg-width=\"862\" tg-height=\"832\"/></p><h2 id=\"id_375924683\">黄金</h2><p>黄金期货日内走高,截止发稿,涨1.04%,报3360.3美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7fffb759bff9fefc02aeeadd19de4a00\" title=\"\" tg-width=\"867\" tg-height=\"831\"/></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>盘前|关税担忧卷土重来!美股指期货全线下挫;比特币再创新高,原油、黄金携手上涨</title>\n<style 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19:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月11日,美股三大股指期货齐跌,截止发稿,道指期货跌0.58%,纳指期货跌0.46%,标普500指数期货跌0.53%。主要受特朗普最新贸易政策声明影响,市场担心环球经济增长前景。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58d3519d40d54a43a2f9a2ce1ff2d00a\" title=\"\" tg-width=\"408\" tg-height=\"202\"/></p><p>特朗普此前再度出招,矛头指向现行国际贸易体系。他表示美国下月将向加拿大进口商品征收35%关税,并计划对大部分其他贸易伙伴开征15%至20%的全面性关税。</p><p>特朗普在其社交平台上发布致加拿大总理的信件,指新关税将于8月1日生效,若加方采取报复行动,税率将进一步提高。</p><h2 id=\"id_1501782370\">行情异动</h2><p>加密货币概念股盘前普涨,<a href=\"https://laohu8.com/S/BTOG\">Bit Origin</a>涨超65%,<a href=\"https://laohu8.com/S/BTCT\">BTC Digital</a>涨近16%,<a href=\"https://laohu8.com/S/UPXI\">Upexi</a>涨超10%,<a href=\"https://laohu8.com/S/GAME\">GameSquare</a>涨超8%,<a href=\"https://laohu8.com/S/SBET\">SharpLink Gaming</a>涨超5%,<a href=\"https://laohu8.com/S/BTBT\">Bit Digital</a>涨近4%,<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>、<a href=\"https://laohu8.com/S/MARA\">MARA Holdings</a>、<a href=\"https://laohu8.com/S/CLSK\">Cleanspark</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Platforms</a>涨超3%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>涨超2%;消息面上,比特币盘中一度突破11.8万美元,续创历史新高;</p><p>无人机概念股盘前集体大涨,<a href=\"https://laohu8.com/S/RCAT\">Red Cat</a> Holdings涨超12%,<a href=\"https://laohu8.com/S/UAVS\">AgEagle</a>涨超9%,<a href=\"https://laohu8.com/S/UMAC\">Unusual Machines</a>涨近8%,<a href=\"https://laohu8.com/S/AIRO\">Airo Group Holdings</a>涨超7%,<a href=\"https://laohu8.com/S/PDYN\">Palladyne Ai</a>涨超3%,<a href=\"https://laohu8.com/S/AVAV\">AeroVironment</a>涨近3%;消息面上,美国防部长签署备忘录,加快无人机生产与部署;</p><p><a href=\"https://laohu8.com/S/LEVI\">李维斯</a>盘前涨超6%,该公司第二季度业绩超市场预期,并上调全年业绩指引;</p><p><a href=\"https://laohu8.com/S/PSMT\">普尔斯玛特</a>盘前涨超5%,该公司第三季度营收及利润均高于市场预期;</p><p><a href=\"https://laohu8.com/S/AMC\">AMC院线</a>盘前涨超9%,韦德布什将其评级由中性提升至跑赢大市;</p><p><a href=\"https://laohu8.com/S/CAPR\">Capricor</a>盘前暴跌逾50%,FDA拒绝其杜氏肌营养不良症药物申请;</p><p><a href=\"https://laohu8.com/S/PFGC\">Performance Food</a>盘前涨超9%,市场消息称<a href=\"https://laohu8.com/S/USFD\">US Foods</a>有意对其进行收购;</p><p><a href=\"https://laohu8.com/S/ABVE\">Above Food Ingredients</a>盘前续涨逾100%,上一交易日飙涨逾324%;此前该公司与Palm Global签署最终业务合并协议。</p><h2 id=\"id_498296893\">欧洲市场</h2><p>欧洲主要股指全线下跌,截至发稿,英国富时100跌0.45%,法国CAC40跌0.79%,德国DAX30指数跌0.62%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc58314bd4fa6e912efeba1e3e20e6a5\" title=\"\" tg-width=\"949\" tg-height=\"444\"/></p><h2 id=\"id_2691335952\">原油</h2><p>原油期货小幅上涨,截止发稿,WTI原油涨1.16%,报67.34美元/桶;布伦特原油涨1.01%,报69.33美元/桶。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1ca24838be0ad4368c023af5c142963\" title=\"\" tg-width=\"868\" tg-height=\"835\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/009f65818b5df687348ad46a3c7abf54\" title=\"\" tg-width=\"862\" tg-height=\"832\"/></p><h2 id=\"id_375924683\">黄金</h2><p>黄金期货日内走高,截止发稿,涨1.04%,报3360.3美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7fffb759bff9fefc02aeeadd19de4a00\" title=\"\" tg-width=\"867\" tg-height=\"831\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134407688","content_text":"7月11日,美股三大股指期货齐跌,截止发稿,道指期货跌0.58%,纳指期货跌0.46%,标普500指数期货跌0.53%。主要受特朗普最新贸易政策声明影响,市场担心环球经济增长前景。特朗普此前再度出招,矛头指向现行国际贸易体系。他表示美国下月将向加拿大进口商品征收35%关税,并计划对大部分其他贸易伙伴开征15%至20%的全面性关税。特朗普在其社交平台上发布致加拿大总理的信件,指新关税将于8月1日生效,若加方采取报复行动,税率将进一步提高。行情异动加密货币概念股盘前普涨,Bit Origin涨超65%,BTC Digital涨近16%,Upexi涨超10%,GameSquare涨超8%,SharpLink Gaming涨超5%,Bit Digital涨近4%,Strategy、MARA Holdings、Cleanspark、Riot Platforms涨超3%,Coinbase涨超2%;消息面上,比特币盘中一度突破11.8万美元,续创历史新高;无人机概念股盘前集体大涨,Red Cat Holdings涨超12%,AgEagle涨超9%,Unusual Machines涨近8%,Airo Group Holdings涨超7%,Palladyne Ai涨超3%,AeroVironment涨近3%;消息面上,美国防部长签署备忘录,加快无人机生产与部署;李维斯盘前涨超6%,该公司第二季度业绩超市场预期,并上调全年业绩指引;普尔斯玛特盘前涨超5%,该公司第三季度营收及利润均高于市场预期;AMC院线盘前涨超9%,韦德布什将其评级由中性提升至跑赢大市;Capricor盘前暴跌逾50%,FDA拒绝其杜氏肌营养不良症药物申请;Performance Food盘前涨超9%,市场消息称US Foods有意对其进行收购;Above Food Ingredients盘前续涨逾100%,上一交易日飙涨逾324%;此前该公司与Palm Global签署最终业务合并协议。欧洲市场欧洲主要股指全线下跌,截至发稿,英国富时100跌0.45%,法国CAC40跌0.79%,德国DAX30指数跌0.62%。原油原油期货小幅上涨,截止发稿,WTI原油涨1.16%,报67.34美元/桶;布伦特原油涨1.01%,报69.33美元/桶。黄金黄金期货日内走高,截止发稿,涨1.04%,报3360.3美元/盎司。","news_type":1,"symbols_score_info":{".DJI":1.1,".IXIC":1.1,".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455464412963680,"gmtCreate":1752234674915,"gmtModify":1752234677204,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/MHG2508\">$微型铜2508(MHG2508)$ </a> 好不容易,又捞到了一个小虾米","listText":"<a href=\"https://laohu8.com/FUT/MHG2508\">$微型铜2508(MHG2508)$ </a> 好不容易,又捞到了一个小虾米","text":"$微型铜2508(MHG2508)$ 好不容易,又捞到了一个小虾米","images":[{"img":"https://static.tigerbbs.com/f9aae576e0dbff0cfd0738c5515da4b3","width":"986","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455464412963680","isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":455447512993816,"gmtCreate":1752230032149,"gmtModify":1752239126372,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/4200801211988962\">@Kvis</a>:都不是什么东西! [抠鼻]//<a href=\"https://laohu8.com/U/4200801211988962\">@Kvis</a>:品一下","listText":"Replying to <a href=\"https://laohu8.com/U/4200801211988962\">@Kvis</a>:都不是什么东西! [抠鼻]//<a href=\"https://laohu8.com/U/4200801211988962\">@Kvis</a>:品一下","text":"Replying to @Kvis:都不是什么东西! [抠鼻]//@Kvis:品一下","images":[{"img":"https://static.tigerbbs.com/0040e329438f57d0c98af7d382c3ff94"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455447512993816","isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":455445511246696,"gmtCreate":1752229928736,"gmtModify":1752229932231,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/4118833739235760\">@巴菲特1997</a>:不亏钱就是胜利!//<a href=\"https://laohu8.com/U/4118833739235760\">@巴菲特1997</a>:老老实实在货币基金呆着[流泪]","listText":"Replying to <a href=\"https://laohu8.com/U/4118833739235760\">@巴菲特1997</a>:不亏钱就是胜利!//<a href=\"https://laohu8.com/U/4118833739235760\">@巴菲特1997</a>:老老实实在货币基金呆着[流泪]","text":"Replying to @巴菲特1997:不亏钱就是胜利!//@巴菲特1997:老老实实在货币基金呆着[流泪]","images":[{"img":"https://static.tigerbbs.com/2a796f284435be58a554c62ac559f5b1"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455445511246696","isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":455445373530152,"gmtCreate":1752229501039,"gmtModify":1752229548308,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"美股三大指数连续创新高,不敢再追高了,比特币更是不敢碰它,观望一下再说吧。","listText":"美股三大指数连续创新高,不敢再追高了,比特币更是不敢碰它,观望一下再说吧。","text":"美股三大指数连续创新高,不敢再追高了,比特币更是不敢碰它,观望一下再说吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455445373530152","isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455443002024168,"gmtCreate":1752229383528,"gmtModify":1752229552300,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"2025年本来应该是比较顺利,但特朗普在关税问题上变化太大了,搞得世界不得安宁,在俄乌战争,在中东战争,到处是战火,今天白银又创新高了,美股指数天天都在创新高,能否持续下去难说,下半年看看8月1日关税落地后的情况。","listText":"2025年本来应该是比较顺利,但特朗普在关税问题上变化太大了,搞得世界不得安宁,在俄乌战争,在中东战争,到处是战火,今天白银又创新高了,美股指数天天都在创新高,能否持续下去难说,下半年看看8月1日关税落地后的情况。","text":"2025年本来应该是比较顺利,但特朗普在关税问题上变化太大了,搞得世界不得安宁,在俄乌战争,在中东战争,到处是战火,今天白银又创新高了,美股指数天天都在创新高,能否持续下去难说,下半年看看8月1日关税落地后的情况。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455443002024168","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455418633342976,"gmtCreate":1752223135525,"gmtModify":1752223137493,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/MHG2508\">$微型铜2508(MHG2508)$ </a> 捞到了一个小虾米","listText":"<a href=\"https://laohu8.com/FUT/MHG2508\">$微型铜2508(MHG2508)$ </a> 捞到了一个小虾米","text":"$微型铜2508(MHG2508)$ 捞到了一个小虾米","images":[{"img":"https://static.tigerbbs.com/3dfb696139b0eaf675a35d274b94ba88","width":"986","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455418633342976","isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":455403875103016,"gmtCreate":1752219715609,"gmtModify":1752219726800,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/MHG2509\">$微型铜2509(MHG2509)$ </a> 又抓了一条小黄鱼","listText":"<a href=\"https://laohu8.com/FUT/MHG2509\">$微型铜2509(MHG2509)$ </a> 又抓了一条小黄鱼","text":"$微型铜2509(MHG2509)$ 又抓了一条小黄鱼","images":[{"img":"https://static.tigerbbs.com/b738e72a60eb1d4c659323fa77e37337","width":"986","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455403875103016","isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":455139608986368,"gmtCreate":1752155439752,"gmtModify":1752155441784,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"中国的股票涨几天就要回调,看看美国英伟达股票,这就是差别,既然要回调,那就等回调下来再购买,宁德时代的确是个优秀的企业。","listText":"中国的股票涨几天就要回调,看看美国英伟达股票,这就是差别,既然要回调,那就等回调下来再购买,宁德时代的确是个优秀的企业。","text":"中国的股票涨几天就要回调,看看美国英伟达股票,这就是差别,既然要回调,那就等回调下来再购买,宁德时代的确是个优秀的企业。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455139608986368","isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455119563571400,"gmtCreate":1752145373516,"gmtModify":1752152870035,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"我能理解马斯克,智慧过人,拯救美国,令美国能再次真正强大起来,首先要从政府部门开始改革,这权力只有当上总统才行,但马斯克没想到的是改革旧体制是要几代人的努力才可以实现,我看马斯克还是做世界首富更适合。","listText":"我能理解马斯克,智慧过人,拯救美国,令美国能再次真正强大起来,首先要从政府部门开始改革,这权力只有当上总统才行,但马斯克没想到的是改革旧体制是要几代人的努力才可以实现,我看马斯克还是做世界首富更适合。","text":"我能理解马斯克,智慧过人,拯救美国,令美国能再次真正强大起来,首先要从政府部门开始改革,这权力只有当上总统才行,但马斯克没想到的是改革旧体制是要几代人的努力才可以实现,我看马斯克还是做世界首富更适合。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455119563571400","isVote":1,"tweetType":1,"viewCount":1092,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455118585970784,"gmtCreate":1752145033973,"gmtModify":1752145036305,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"对于市场来说,英伟达更广扩,当然看好英伟达!阿里也是非常优秀的股票,两者不在同一个频道,不存在可比性。","listText":"对于市场来说,英伟达更广扩,当然看好英伟达!阿里也是非常优秀的股票,两者不在同一个频道,不存在可比性。","text":"对于市场来说,英伟达更广扩,当然看好英伟达!阿里也是非常优秀的股票,两者不在同一个频道,不存在可比性。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455118585970784","isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455117068062952,"gmtCreate":1752144648348,"gmtModify":1752152601806,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"大家都把稳定币看成了虚拟币了,所以招来了许多大机构要申请这牌照,如京东、蚂蚁等,如果有众多大佬参与,这个稳定币年内一定能炒上500美元,拭目以待。","listText":"大家都把稳定币看成了虚拟币了,所以招来了许多大机构要申请这牌照,如京东、蚂蚁等,如果有众多大佬参与,这个稳定币年内一定能炒上500美元,拭目以待。","text":"大家都把稳定币看成了虚拟币了,所以招来了许多大机构要申请这牌照,如京东、蚂蚁等,如果有众多大佬参与,这个稳定币年内一定能炒上500美元,拭目以待。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455117068062952","isVote":1,"tweetType":1,"viewCount":2305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455116984909880,"gmtCreate":1752144414615,"gmtModify":1752144416352,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$ </a> 涉及到高科技成分,应该会大涨,而且还会不断的持续上涨,看好该股票!","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$ </a> 涉及到高科技成分,应该会大涨,而且还会不断的持续上涨,看好该股票!","text":"$极智嘉-W(02590)$ 涉及到高科技成分,应该会大涨,而且还会不断的持续上涨,看好该股票!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455116984909880","isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455033622692432,"gmtCreate":1752109870975,"gmtModify":1752111516598,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"不好把握,特朗普一句话,期铜就飙升8000多点,胜过黄金白银。","listText":"不好把握,特朗普一句话,期铜就飙升8000多点,胜过黄金白银。","text":"不好把握,特朗普一句话,期铜就飙升8000多点,胜过黄金白银。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455033622692432","repostId":"1147715221","repostType":4,"repost":{"id":"1147715221","kind":"news","pubTimestamp":1752107837,"share":"https://ttm.financial/m/news/1147715221?lang=&edition=full","pubTime":"2025-07-10 08:37","market":"us","language":"zh","title":"特朗普称50%进口铜关税将于8月1日生效,铜概念股夜盘集体拉升","url":"https://stock-news.laohu8.com/highlight/detail?id=1147715221","media":"央视新闻客户端","summary":"特朗普宣布自2025年8月1日起对铜征收50%的关税;纽约期铜短线拉升,涨幅扩大至2.6%。央视新闻此前报道,美国总统特朗普8日宣布,将对所有进口铜征收50%的新关税。纽约商品交易所铜期货价格应声暴涨,创下了历史新高。当地时间8日,纽约商品交易所铜期货价格盘中一度上涨17%,达到创纪录的每磅5.8955美元,这一涨幅也创下了1989年以来期铜价格最大日内涨幅。据美国商务部长8日透露,预计新的铜关税将在本月底或8月1日生效。","content":"<html><head></head><body><p>铜概念股夜盘集体拉升,科尔黛伦矿业一度涨近6%,截止发稿,目前涨近4%,Taseko Mines涨近5%,特朗普宣布从8月1日起对铜征收50%的关税。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/066ca650f6e05a70b36317ae64c86ccb\" title=\"\" tg-width=\"360\" tg-height=\"136\"/></p><p>央视新闻报道,当地时间7月9日,美国总统特朗普在社交媒体平台“真实社交”上表示,美国将对进口铜征收50%的关税,自2025年8月1日起生效。</p><p>受消息影响,纽约期铜短线拉升,涨幅扩大至2.6%。</p><p>央视新闻此前报道,美国总统特朗普8日宣布,将对所有进口铜征收50%的新关税。纽约商品交易所铜期货价格应声暴涨,创下了历史新高。</p><p>当地时间8日,纽约商品交易所铜期货价格盘中一度上涨17%,达到创纪录的每磅5.8955美元,这一涨幅也创下了1989年以来期铜价格最大日内涨幅。当天收盘时,纽约期铜以每磅5.68美元报收,上涨13%。</p><p>据美国商务部长8日透露,预计新的铜关税将在本月底或8月1日生效。</p><p>市场分析人士认为,市场此前预期美国加征的铜关税没这么高,在新关税生效前,会出现大量购铜现象,从而推升铜价在短期内大幅上涨,但随着美国国内铜库存增加,涨势将趋于平缓。</p><p>铜是全球第三大消费金属,仅次于铁和铝,被广泛应用于电子、建筑和工业设备等领域,是汽车、电网设施、精密机械等多种产品的关键原材料。若关税政策生效,美国经济多个领域将面临成本激增的压力。</p><p>美国商务部数据显示,2024年美国进口铜的总值达170亿美元,约占总需求的一半,其中智利是最大的铜供应国,去年对美出口额高达60亿美元。</p><p></p></body></html>","source":"lsy1568181200495","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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href=https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=12146144941742682633&t=1752107926043&toc_style_id=feeds_default&track_id=A070EA8E-8FAE-4EB7-A62E-23E6336B280C_773800944688&share_to=copy_url><strong>央视新闻客户端</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>铜概念股夜盘集体拉升,科尔黛伦矿业一度涨近6%,截止发稿,目前涨近4%,Taseko Mines涨近5%,特朗普宣布从8月1日起对铜征收50%的关税。央视新闻报道,当地时间7月9日,美国总统特朗普在社交媒体平台“真实社交”上表示,美国将对进口铜征收50%的关税,自2025年8月1日起生效。受消息影响,纽约期铜短线拉升,涨幅扩大至2.6%。央视新闻此前报道,美国总统特朗普8日宣布,将对所有进口铜征收...</p>\n\n<a href=\"https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=12146144941742682633&t=1752107926043&toc_style_id=feeds_default&track_id=A070EA8E-8FAE-4EB7-A62E-23E6336B280C_773800944688&share_to=copy_url\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eeb9a4d452d8568bcc6a2558535ad160","relate_stocks":{},"source_url":"https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=12146144941742682633&t=1752107926043&toc_style_id=feeds_default&track_id=A070EA8E-8FAE-4EB7-A62E-23E6336B280C_773800944688&share_to=copy_url","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147715221","content_text":"铜概念股夜盘集体拉升,科尔黛伦矿业一度涨近6%,截止发稿,目前涨近4%,Taseko Mines涨近5%,特朗普宣布从8月1日起对铜征收50%的关税。央视新闻报道,当地时间7月9日,美国总统特朗普在社交媒体平台“真实社交”上表示,美国将对进口铜征收50%的关税,自2025年8月1日起生效。受消息影响,纽约期铜短线拉升,涨幅扩大至2.6%。央视新闻此前报道,美国总统特朗普8日宣布,将对所有进口铜征收50%的新关税。纽约商品交易所铜期货价格应声暴涨,创下了历史新高。当地时间8日,纽约商品交易所铜期货价格盘中一度上涨17%,达到创纪录的每磅5.8955美元,这一涨幅也创下了1989年以来期铜价格最大日内涨幅。当天收盘时,纽约期铜以每磅5.68美元报收,上涨13%。据美国商务部长8日透露,预计新的铜关税将在本月底或8月1日生效。市场分析人士认为,市场此前预期美国加征的铜关税没这么高,在新关税生效前,会出现大量购铜现象,从而推升铜价在短期内大幅上涨,但随着美国国内铜库存增加,涨势将趋于平缓。铜是全球第三大消费金属,仅次于铁和铝,被广泛应用于电子、建筑和工业设备等领域,是汽车、电网设施、精密机械等多种产品的关键原材料。若关税政策生效,美国经济多个领域将面临成本激增的压力。美国商务部数据显示,2024年美国进口铜的总值达170亿美元,约占总需求的一半,其中智利是最大的铜供应国,去年对美出口额高达60亿美元。","news_type":1,"symbols_score_info":{"HGmain":1.1}},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455003953058584,"gmtCreate":1752103171762,"gmtModify":1752103173810,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"之前几天老虎平台上就有个问卷,英伟达与微软谁最快能突破4万亿大关,这还用问吗,当然是英伟达!天天上涨,这气势根本就停不下来。","listText":"之前几天老虎平台上就有个问卷,英伟达与微软谁最快能突破4万亿大关,这还用问吗,当然是英伟达!天天上涨,这气势根本就停不下来。","text":"之前几天老虎平台上就有个问卷,英伟达与微软谁最快能突破4万亿大关,这还用问吗,当然是英伟达!天天上涨,这气势根本就停不下来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/455003953058584","repostId":"2550650136","repostType":4,"repost":{"id":"2550650136","kind":"news","pubTimestamp":1752095460,"share":"https://ttm.financial/m/news/2550650136?lang=&edition=full","pubTime":"2025-07-10 05:11","market":"other","language":"zh","title":"英伟达盘中市值突破4万亿创造历史!下一个“爆点”看财报季","url":"https://stock-news.laohu8.com/highlight/detail?id=2550650136","media":"华尔街见闻","summary":"本周三,$英伟达$创造了历史,成为史上首家盘中市值超过4万亿美元的公司。美东时间7月9日周三美股早盘时段,英伟达股价一度涨至164.42美元,创盘中历史新高,日内涨幅扩大到2.8%,市值随之突破了4万亿美元这一里程碑。美股午盘,英伟达涨幅收窄到2%以内,收涨1.8%,连续第二日刷新收盘最高纪录,到收盘市值3.974万亿美元、逼近4万亿大关。英伟达目前的预期市盈率约为33倍。","content":"<html><head></head><body><blockquote><p>英伟达市值2023年6月才首次达到1万亿美元,股价今年初以来累涨逾20%、2023年初以来涨超1000%。今年股价在4月探底后回升,上月几度创新高,最近这波反弹得益于微软等科技巨头的AI支出预期体现需求仍强劲。始于本月中的美股财报季料将显示,科技巨头仍是美股盈利增长主力。</p></blockquote><p style=\"text-align: justify;\">本周三,英伟达创造了历史,成为史上首家盘中市值超过4万亿美元的公司。</p><p style=\"text-align: justify;\">美东时间7月9日周三美股早盘时段,英伟达股价一度涨至164.42美元,创盘中历史新高,日内涨幅扩大到2.8%,市值随之突破了4万亿美元这一里程碑。英伟达目前占标普500指数的7.5%,影响力直逼有记录以来的最高水平。</p><p style=\"text-align: justify;\">美股午盘,英伟达涨幅收窄到2%以内,收涨1.8%,连续第二日刷新收盘最高纪录,到收盘市值3.974万亿美元、逼近4万亿大关。周三当天,CFRA将英伟达的目标价从165美元上调到196美元、升幅接近19%。这一最新目标价意味着,CFRA预计,英伟达股价将在周二收盘的基础上再涨逾20%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e1bee7ea1de128ae2e586bcddb3b92b\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">今年初以来,英伟达股价已累涨逾20%,若从2023年初算起,涨幅则超过1000%。英伟达市值在2023年6月才首次达到1万亿美元,此后约一年内市值增长两倍,速度超过今年曾轮番占据市值首位的苹果和微软,成为第三家市值超过3万亿美元的美国企业。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40230c0b2c5d14b98e6d6d4758ec583d\" tg-width=\"1114\" tg-height=\"647\"/></p><p style=\"text-align: justify;\">LSEG数据显示,英伟达的市值已超过加拿大和墨西哥两国股市的合计市值,也超过了所有在英国上市公司的市值总和。</p><p style=\"text-align: justify;\">两年多以前ChatGPT问世掀起人工智能(AI)热潮,英伟达作为AI芯片市场的王者风声水起,今年的股价却没有像前两年那样一路高涨。</p><p style=\"text-align: justify;\">最近的行情显示,面对中国AI新星DeepSeek横空出世引发市场对爆棚AI支出能否延续的担忧,以及美国总统特朗普发动的贸易战和出口限制打压风险偏好,英伟达实现惊人逆转。股价在年初创新高后震荡回落,到4月初跌至十个多月来低谷,此后反弹,上月几度创新高并夺回市值最高公司的宝座。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19f3efd30c11fecff5a1ef7d9d698e1c\" tg-width=\"899\" tg-height=\"635\"/></p><h2 id=\"id_4083351181\">科技巨头强劲AI支出利好 财报季料再传盈利增长强劲</h2><p style=\"text-align: justify;\">评论称,英伟达股价最近扶摇直上的催化剂是微软、Meta、亚马逊和Alphabet这些大客户对AI支出的承诺,它表明,市场对英伟达计算系统的需求依然强劲。</p><p style=\"text-align: justify;\">上述四家科技巨头贡献了英伟达40%以上的营收。彭博汇总的分析师平均预测显示,这四家巨头预计,未来几个财年将有约3500亿美元的资本支出,高于本财年的3100亿美元。市场研究机构IDC预计,到2028年,全球对AI基础设施的合计支出规模将超过2000亿美元。</p><p style=\"text-align: justify;\">B Riley Wealth 首席市场策略师 Art Hogan评论称,英伟达最初是一家游戏芯片制造商,后来成为一家加密货币挖矿芯片的制造商,现在又是一家AI计算能力芯片的制造商。它正在继续前进,成为明显的AI领域早期赢家。</p><p style=\"text-align: justify;\">Zacks Investment Management 的客户投资组合经理 Brian Mulberry 表示,显然市场对英伟达芯片的需求巨大。英伟达的产品是AI迈向下一阶段所必需的,而自4月以来英伟达股价的快速反弹已使市场重新关注AI。“这 90 天的表现相当出色。这一点毋庸置疑。”</p><p style=\"text-align: justify;\">Mahoney Asset Management的总裁 Ken Mahoney认为,下一个可能推动英伟达股价进一步上涨的催化剂是即将到来的美股财报季。</p><p style=\"text-align: justify;\">Mahoney称,大家将观察,英伟达是否会像以往一样,业绩超出预期并上调业绩指引。英伟达目前的预期市盈率约为33倍。Mahoney指出,英伟达的估值目前还低于其十年间的平均水平,这表明仍有上涨空间。“考虑到他们的营收增长,你其实并不会觉得它有多贵。实际上,股价应该努力跟上盈利增长的步伐。”</p><p style=\"text-align: justify;\">华尔街见闻曾提到,美股第二季度财报季将于7月15日正式开启。高盛预计,二季度标普500盈利增长将从一季度的12%大幅放缓至仅4%,创两年新低,主要源于利润率收缩。周期性行业的盈利下滑幅度料将居前,但科技巨头的强劲表现将抵消部分负面影响。</p><p style=\"text-align: justify;\">高盛预计,英伟达、苹果和微软所在信息技术(IT)业预计盈利将增长18%,Alphabet和Meta所在的通信服务业预计增长28%,将为标普500的整体盈利增长提供支撑。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达盘中市值突破4万亿创造历史!下一个“爆点”看财报季</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达盘中市值突破4万亿创造历史!下一个“爆点”看财报季\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-10 05:11 北京时间 <a href=https://wallstreetcn.com/articles/3750762><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达市值2023年6月才首次达到1万亿美元,股价今年初以来累涨逾20%、2023年初以来涨超1000%。今年股价在4月探底后回升,上月几度创新高,最近这波反弹得益于微软等科技巨头的AI支出预期体现需求仍强劲。始于本月中的美股财报季料将显示,科技巨头仍是美股盈利增长主力。本周三,英伟达创造了历史,成为史上首家盘中市值超过4万亿美元的公司。美东时间7月9日周三美股早盘时段,英伟达股价一度涨至...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3750762\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3750762","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2550650136","content_text":"英伟达市值2023年6月才首次达到1万亿美元,股价今年初以来累涨逾20%、2023年初以来涨超1000%。今年股价在4月探底后回升,上月几度创新高,最近这波反弹得益于微软等科技巨头的AI支出预期体现需求仍强劲。始于本月中的美股财报季料将显示,科技巨头仍是美股盈利增长主力。本周三,英伟达创造了历史,成为史上首家盘中市值超过4万亿美元的公司。美东时间7月9日周三美股早盘时段,英伟达股价一度涨至164.42美元,创盘中历史新高,日内涨幅扩大到2.8%,市值随之突破了4万亿美元这一里程碑。英伟达目前占标普500指数的7.5%,影响力直逼有记录以来的最高水平。美股午盘,英伟达涨幅收窄到2%以内,收涨1.8%,连续第二日刷新收盘最高纪录,到收盘市值3.974万亿美元、逼近4万亿大关。周三当天,CFRA将英伟达的目标价从165美元上调到196美元、升幅接近19%。这一最新目标价意味着,CFRA预计,英伟达股价将在周二收盘的基础上再涨逾20%。今年初以来,英伟达股价已累涨逾20%,若从2023年初算起,涨幅则超过1000%。英伟达市值在2023年6月才首次达到1万亿美元,此后约一年内市值增长两倍,速度超过今年曾轮番占据市值首位的苹果和微软,成为第三家市值超过3万亿美元的美国企业。LSEG数据显示,英伟达的市值已超过加拿大和墨西哥两国股市的合计市值,也超过了所有在英国上市公司的市值总和。两年多以前ChatGPT问世掀起人工智能(AI)热潮,英伟达作为AI芯片市场的王者风声水起,今年的股价却没有像前两年那样一路高涨。最近的行情显示,面对中国AI新星DeepSeek横空出世引发市场对爆棚AI支出能否延续的担忧,以及美国总统特朗普发动的贸易战和出口限制打压风险偏好,英伟达实现惊人逆转。股价在年初创新高后震荡回落,到4月初跌至十个多月来低谷,此后反弹,上月几度创新高并夺回市值最高公司的宝座。科技巨头强劲AI支出利好 财报季料再传盈利增长强劲评论称,英伟达股价最近扶摇直上的催化剂是微软、Meta、亚马逊和Alphabet这些大客户对AI支出的承诺,它表明,市场对英伟达计算系统的需求依然强劲。上述四家科技巨头贡献了英伟达40%以上的营收。彭博汇总的分析师平均预测显示,这四家巨头预计,未来几个财年将有约3500亿美元的资本支出,高于本财年的3100亿美元。市场研究机构IDC预计,到2028年,全球对AI基础设施的合计支出规模将超过2000亿美元。B Riley Wealth 首席市场策略师 Art Hogan评论称,英伟达最初是一家游戏芯片制造商,后来成为一家加密货币挖矿芯片的制造商,现在又是一家AI计算能力芯片的制造商。它正在继续前进,成为明显的AI领域早期赢家。Zacks Investment Management 的客户投资组合经理 Brian Mulberry 表示,显然市场对英伟达芯片的需求巨大。英伟达的产品是AI迈向下一阶段所必需的,而自4月以来英伟达股价的快速反弹已使市场重新关注AI。“这 90 天的表现相当出色。这一点毋庸置疑。”Mahoney Asset Management的总裁 Ken Mahoney认为,下一个可能推动英伟达股价进一步上涨的催化剂是即将到来的美股财报季。Mahoney称,大家将观察,英伟达是否会像以往一样,业绩超出预期并上调业绩指引。英伟达目前的预期市盈率约为33倍。Mahoney指出,英伟达的估值目前还低于其十年间的平均水平,这表明仍有上涨空间。“考虑到他们的营收增长,你其实并不会觉得它有多贵。实际上,股价应该努力跟上盈利增长的步伐。”华尔街见闻曾提到,美股第二季度财报季将于7月15日正式开启。高盛预计,二季度标普500盈利增长将从一季度的12%大幅放缓至仅4%,创两年新低,主要源于利润率收缩。周期性行业的盈利下滑幅度料将居前,但科技巨头的强劲表现将抵消部分负面影响。高盛预计,英伟达、苹果和微软所在信息技术(IT)业预计盈利将增长18%,Alphabet和Meta所在的通信服务业预计增长28%,将为标普500的整体盈利增长提供支撑。","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454842156159288,"gmtCreate":1752063467968,"gmtModify":1752067659008,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"美国股市的最大特色就是新高后还有新高,一路涨上去,根本就停不下来,特朗普最好能安静点,别再出幺蛾子,让美股能顺顺利利的上涨。","listText":"美国股市的最大特色就是新高后还有新高,一路涨上去,根本就停不下来,特朗普最好能安静点,别再出幺蛾子,让美股能顺顺利利的上涨。","text":"美国股市的最大特色就是新高后还有新高,一路涨上去,根本就停不下来,特朗普最好能安静点,别再出幺蛾子,让美股能顺顺利利的上涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454842156159288","isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454375867523296,"gmtCreate":1751961949000,"gmtModify":1751961951159,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/MHG2508\">$微型铜2508(MHG2508)$ </a> 捞到了一只小虾米","listText":"<a href=\"https://laohu8.com/FUT/MHG2508\">$微型铜2508(MHG2508)$ </a> 捞到了一只小虾米","text":"$微型铜2508(MHG2508)$ 捞到了一只小虾米","images":[{"img":"https://static.tigerbbs.com/da6d3f1f9b9b6f12fb8e5d62ccaba115","width":"986","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454375867523296","isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":454334854714248,"gmtCreate":1751952240256,"gmtModify":1751952242059,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"看看能跑出那只黑马,拭目以待!","listText":"看看能跑出那只黑马,拭目以待!","text":"看看能跑出那只黑马,拭目以待!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454334854714248","isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454420745695440,"gmtCreate":1751952190742,"gmtModify":1751952193489,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"第一个4亿应该属于英伟达!眼下英伟达的高端芯片是供不应求啊,再上美国在高端芯片上放开了向中国出口的限制,所以估计本月英伟达应该能到4亿元市估。","listText":"第一个4亿应该属于英伟达!眼下英伟达的高端芯片是供不应求啊,再上美国在高端芯片上放开了向中国出口的限制,所以估计本月英伟达应该能到4亿元市估。","text":"第一个4亿应该属于英伟达!眼下英伟达的高端芯片是供不应求啊,再上美国在高端芯片上放开了向中国出口的限制,所以估计本月英伟达应该能到4亿元市估。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454420745695440","isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":401751379071416,"gmtCreate":1739091286691,"gmtModify":1739093661198,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"特朗普喜欢玩增加关税,首先是对中国增加关税,其次就是要降息,由于非农等重磅数据出来后显示降息可能会推迟到3月或者是下半年的事情,对于美股而言,各项股指仍在高位,降息与否已经无法阻挡美股继续看多做多,特别是美国的科技股依旧是遥遥领先。","listText":"特朗普喜欢玩增加关税,首先是对中国增加关税,其次就是要降息,由于非农等重磅数据出来后显示降息可能会推迟到3月或者是下半年的事情,对于美股而言,各项股指仍在高位,降息与否已经无法阻挡美股继续看多做多,特别是美国的科技股依旧是遥遥领先。","text":"特朗普喜欢玩增加关税,首先是对中国增加关税,其次就是要降息,由于非农等重磅数据出来后显示降息可能会推迟到3月或者是下半年的事情,对于美股而言,各项股指仍在高位,降息与否已经无法阻挡美股继续看多做多,特别是美国的科技股依旧是遥遥领先。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/401751379071416","isVote":1,"tweetType":1,"viewCount":1368,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559329655819166","authorId":"3559329655819166","name":"能不能别瞎搞","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":0,"crmLevelSwitch":0,"idStr":"3559329655819166","authorIdStr":"3559329655819166"},"content":"? 那你上杠杆做多","text":"? 那你上杠杆做多","html":"? 那你上杠杆做多"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289396460622144,"gmtCreate":1711676332857,"gmtModify":1711676334657,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"小米车也就是20来万左右吧!毕竟市场上成熟的品牌车多的是。","listText":"小米车也就是20来万左右吧!毕竟市场上成熟的品牌车多的是。","text":"小米车也就是20来万左右吧!毕竟市场上成熟的品牌车多的是。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/289396460622144","repostId":"2423178349","repostType":4,"isVote":1,"tweetType":1,"viewCount":2921,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494074739357469","authorId":"3494074739357469","name":"减肥自律中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"idStr":"3494074739357469","authorIdStr":"3494074739357469"},"content":"产品力太强了,之前我觉得会比特斯拉便宜,发布会看着看着,我不自信了,可能比特斯拉要贵,还好最后的定价愿意亏本卖,我觉得这车诚意很大,会火","text":"产品力太强了,之前我觉得会比特斯拉便宜,发布会看着看着,我不自信了,可能比特斯拉要贵,还好最后的定价愿意亏本卖,我觉得这车诚意很大,会火","html":"产品力太强了,之前我觉得会比特斯拉便宜,发布会看着看着,我不自信了,可能比特斯拉要贵,还好最后的定价愿意亏本卖,我觉得这车诚意很大,会火"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455003953058584,"gmtCreate":1752103171762,"gmtModify":1752103173810,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"之前几天老虎平台上就有个问卷,英伟达与微软谁最快能突破4万亿大关,这还用问吗,当然是英伟达!天天上涨,这气势根本就停不下来。","listText":"之前几天老虎平台上就有个问卷,英伟达与微软谁最快能突破4万亿大关,这还用问吗,当然是英伟达!天天上涨,这气势根本就停不下来。","text":"之前几天老虎平台上就有个问卷,英伟达与微软谁最快能突破4万亿大关,这还用问吗,当然是英伟达!天天上涨,这气势根本就停不下来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/455003953058584","repostId":"2550650136","repostType":4,"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324209908465888,"gmtCreate":1720182000920,"gmtModify":1720212750068,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a> 不看好苹果,更不看好台积电,你们的核心芯片很快就会被中国的量子芯片所取代,在5G设备上,中国的核心芯片都是自产的,在5.5G上,中国更是遥遥领先,看着吧,中国有能力甩开三星、台积电、英伟达,看谁能笑到最后。","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a> 不看好苹果,更不看好台积电,你们的核心芯片很快就会被中国的量子芯片所取代,在5G设备上,中国的核心芯片都是自产的,在5.5G上,中国更是遥遥领先,看着吧,中国有能力甩开三星、台积电、英伟达,看谁能笑到最后。","text":"$台积电(TSM)$ 不看好苹果,更不看好台积电,你们的核心芯片很快就会被中国的量子芯片所取代,在5G设备上,中国的核心芯片都是自产的,在5.5G上,中国更是遥遥领先,看着吧,中国有能力甩开三星、台积电、英伟达,看谁能笑到最后。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":11,"repostSize":2,"link":"https://laohu8.com/post/324209908465888","isVote":1,"tweetType":1,"viewCount":6317,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3543998977008725","authorId":"3543998977008725","name":"小孙飞刀","avatar":"https://static.tigerbbs.com/d579463f5ef8c4d72a90195632a8055c","crmLevel":6,"crmLevelSwitch":0,"idStr":"3543998977008725","authorIdStr":"3543998977008725"},"content":"凭感觉写下这些文字,真的不值得一驳。5G和手机行业,和芯片行业都不是一个行业。如何类比? 5G设备牛逼,也抢不了手机和芯片的市场呀。 5G芯片占台积电的芯片收入是多少?全被国产替代,会使得台积电营收有多少损失?","text":"凭感觉写下这些文字,真的不值得一驳。5G和手机行业,和芯片行业都不是一个行业。如何类比? 5G设备牛逼,也抢不了手机和芯片的市场呀。 5G芯片占台积电的芯片收入是多少?全被国产替代,会使得台积电营收有多少损失?","html":"凭感觉写下这些文字,真的不值得一驳。5G和手机行业,和芯片行业都不是一个行业。如何类比? 5G设备牛逼,也抢不了手机和芯片的市场呀。 5G芯片占台积电的芯片收入是多少?全被国产替代,会使得台积电营收有多少损失?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377059994747304,"gmtCreate":1733097845608,"gmtModify":1733097848000,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"美国地大人少,在中国看看,随便一个小镇都有川流不息的人群在走动,而且也没按照交通规则行走,即便是北上广深的大城市,也有许多人行走在行车道上,如果遇到暴走团,那整个行车道都会被占用,智能驾驶在其他国家或许能成功,在中国估计会是寸步难行。","listText":"美国地大人少,在中国看看,随便一个小镇都有川流不息的人群在走动,而且也没按照交通规则行走,即便是北上广深的大城市,也有许多人行走在行车道上,如果遇到暴走团,那整个行车道都会被占用,智能驾驶在其他国家或许能成功,在中国估计会是寸步难行。","text":"美国地大人少,在中国看看,随便一个小镇都有川流不息的人群在走动,而且也没按照交通规则行走,即便是北上广深的大城市,也有许多人行走在行车道上,如果遇到暴走团,那整个行车道都会被占用,智能驾驶在其他国家或许能成功,在中国估计会是寸步难行。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":9,"repostSize":2,"link":"https://laohu8.com/post/377059994747304","repostId":"1133466119","repostType":4,"repost":{"id":"1133466119","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":1733096899,"share":"https://ttm.financial/m/news/1133466119?lang=&edition=full","pubTime":"2024-12-02 07:48","market":"us","language":"zh","title":"特斯拉开始推出FSD最新版本V13.2","url":"https://stock-news.laohu8.com/highlight/detail?id=1133466119","media":"老虎资讯综合","summary":"12月2日讯,当地时间周六(11月30日),$特斯拉(TSLA)$终于发布了其“完全自动驾驶”软件的最新版本FSD V13.2。虽然几乎错过了此前承诺的感恩节最后期限,但总算在11月份结束前交付,这标志着特斯拉AI团队的又一次重大胜利。特斯拉首先开始向早期访问测试人员推送FSD V13.2,如果没有发现重大问题,将在未来几周内开始在越来越多的车辆上推出。假设一切顺利,到圣诞节时可能会向大多数车主推送。","content":"<html><head></head><body><p>12月2日,当地时间周六(11月30日),<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>终于发布了其“完全自动驾驶”软件的最新版本FSD V13.2。虽然几乎错过了此前承诺的感恩节的最后期限,但总算在11月份结束前交付了它,这标志着特斯拉人工智能团队的又一次重大胜利。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab800b4159e5184d05df2f2ada03b73f\" title=\"\" tg-width=\"550\" tg-height=\"309\"/></p><p style=\"text-align: start;\">特斯拉首先开始向早期访问测试人员推送FSD V13.2,他们通常比其他人更早接触到最新版本。他们相当于特斯拉值得信赖的测试人员,他们不运行内部构建,他们能够捕捉特斯拉相当广泛的安全培训套件之外的更多场景。</p><p style=\"text-align: start;\">如果没有发现重大问题,特斯拉将在未来几周内开始在越来越多的车辆上缓慢推出。假设这一版本一切顺利,到圣诞节时它可能会向大多数车主推送。</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>特斯拉开始推出FSD最新版本V13.2</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{ 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class=\"title\">\n特斯拉开始推出FSD最新版本V13.2\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\">2024-12-02 07:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月2日,当地时间周六(11月30日),<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>终于发布了其“完全自动驾驶”软件的最新版本FSD V13.2。虽然几乎错过了此前承诺的感恩节的最后期限,但总算在11月份结束前交付了它,这标志着特斯拉人工智能团队的又一次重大胜利。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab800b4159e5184d05df2f2ada03b73f\" title=\"\" tg-width=\"550\" tg-height=\"309\"/></p><p style=\"text-align: start;\">特斯拉首先开始向早期访问测试人员推送FSD V13.2,他们通常比其他人更早接触到最新版本。他们相当于特斯拉值得信赖的测试人员,他们不运行内部构建,他们能够捕捉特斯拉相当广泛的安全培训套件之外的更多场景。</p><p style=\"text-align: start;\">如果没有发现重大问题,特斯拉将在未来几周内开始在越来越多的车辆上缓慢推出。假设这一版本一切顺利,到圣诞节时它可能会向大多数车主推送。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133466119","content_text":"12月2日,当地时间周六(11月30日),特斯拉终于发布了其“完全自动驾驶”软件的最新版本FSD V13.2。虽然几乎错过了此前承诺的感恩节的最后期限,但总算在11月份结束前交付了它,这标志着特斯拉人工智能团队的又一次重大胜利。特斯拉首先开始向早期访问测试人员推送FSD V13.2,他们通常比其他人更早接触到最新版本。他们相当于特斯拉值得信赖的测试人员,他们不运行内部构建,他们能够捕捉特斯拉相当广泛的安全培训套件之外的更多场景。如果没有发现重大问题,特斯拉将在未来几周内开始在越来越多的车辆上缓慢推出。假设这一版本一切顺利,到圣诞节时它可能会向大多数车主推送。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":2128,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557294228267354","authorId":"3557294228267354","name":"MG黄","avatar":"https://static.tigerbbs.com/a9c36c5387bb33035d77f7388dcdef28","crmLevel":1,"crmLevelSwitch":0,"idStr":"3557294228267354","authorIdStr":"3557294228267354"},"content":"没念过书?","text":"没念过书?","html":"没念过书?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":200019180306440,"gmtCreate":1689864742542,"gmtModify":1689864743873,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"是该休息一下了!","listText":"是该休息一下了!","text":"是该休息一下了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/200019180306440","repostId":"2352017355","repostType":4,"repost":{"id":"2352017355","kind":"highlight","pubTimestamp":1689852070,"share":"https://ttm.financial/m/news/2352017355?lang=&edition=full","pubTime":"2023-07-20 19:21","market":"us","language":"zh","title":"美国科技股,纯粹一群疯子","url":"https://stock-news.laohu8.com/highlight/detail?id=2352017355","media":"格隆汇","summary":"羡慕嫉妒恨","content":"<html><head></head><body><p>作者:深鹏</p><p>股民今年的三大错觉,其中一个必不可少:</p><p><strong>美国科技股泡沫严重,要崩!</strong></p><p>好在说了是错觉,如果真的当真,那就硬生生不知要错过多少个小目标?</p><p>进入财报季,美股依然没有半点腐朽资本主义要崩溃的迹象,即使是上半年风声鹤唳的银行股,财报都超出市场预期,如大摩,Q2净利润同比下滑13%,但优于分析师预期的下滑20%,美银Q2营收同比增长11%,至253.3亿美元,小幅超出分析师预期的250.5亿美元,净利息收入增长14%至142亿美元,利润同比增长19%达到74亿美元,每股收益88美分,小幅超出分析师预期的84美分。靠着两大银行股的带动,道琼斯指数当晚被拔高了1%,成功突破了去年底的高位。</p><p>不过,银行股还算小case了,真正的大牛板块,是科技股。<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/MSFT\">微软</a>股价连创历史新高,连马斯克都惊呼“疯狂”。</p><p>今天凌晨(北京时间),<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在盘后公布了Q2财报,营收、净利润指标都超出市场预期,不过由于降价太多,毛利率比上季跌了一个点,到18.2%,现金流情况也只有10亿美元,两个指标均不及市场预期。</p><p>特斯拉盘后交易股价受到财报的影响,一度大跌近4个点。</p><p>但实际上,特斯拉的财报表现整体看还是不错的,股价下跌也有之前上涨太大、杀期权等因素影响。虽然数据没有两个月前英伟达般炸裂,但相信经历短暂调整之后,还是有能力给美股科技板块上涨加上一把火。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfe584b7d1909d94f83027dff3414d3b\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>因为,美国的科技股,实在太疯狂了。</p><h3 id=\"id_1207342012\">科技股有多疯狂?</h3><p>今年,全球都对高利率下的美国经济增长缺乏信心,但就是在这样的大环境下,美国科技股硬生生造出了一个牛市,而且不是小牛市,而是一个大牛市,甚至可以说以一己之力把整个美国股市带上上涨通道。</p><p>众多的科技股,不管体量大小,都涨出很多个小目标,创历史新高的也不在少数,微软、google、meta、英伟达、特斯拉、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>,都是其中的代表。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df56be8a70c9f4d766a23214ebfaa1c9\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>当然了,你可以说这都是拜chatGPT引发的人工智能革命的福,但能够创造出这项技术并且开展大规模商业化,那你也得佩服得五体投地,要不然呢?其他国家也可以去引领一下啊,又没有人拦着他们。</p><p>这也揭示了一个简单的市场逻辑:<strong>如果能够占据未来的技术高点,能够创造出巨大的价值,当下的经济好还是不好,其实根本无所谓,资本是愿意为这样的未来买单的。</strong></p><p>如果你只是把眼光局限于现在美国通胀高,利率高,经济衰退风险大,那只能说目光太短浅了。与未来产业革命的星辰大海相比,经济周期显得短暂多了。</p><p>试想一下,1970年代末兴起的计算机革命,绵延至今长达40多年,一路扶摇直上,这个过程中经历了多少经济周期,有多少低谷?</p><p>单单称得上世界级别的,就有1980年代初美国的经济调整、1990年代初的美国经济衰退、97年<a href=\"https://laohu8.com/S/00662\">亚洲金融</a>危机、2000年科技股泡沫破裂、911事件、阿富汗和伊拉克战争、非典、08年金融危机,以及现在的新冠和俄乌战争。</p><p>经济周期是起起落落,但计算机和互联网革命却从未停止增长的脚步。</p><p>这一波人工智能革命已经被公认为可以改变世界,并且会比人类历史上前几次工业革命的价值还要高,如此光明且广阔的未来,也难怪资本市场会如此地趋之若鹜。</p><p>另外,美股科技股货真价实的比较多,最重要的是人家确实是交得出业绩,这点和国内的蹭热点公司有很大差别,所以美股可以一路上涨,而只是纯粹蹭概念的公司,硬不过三个月,大起大落,疯狂过后一地鸡毛,是常态。</p><p>另外,今年的美国科技股大牛市,也有一个前提,那就是去年它们普遍经历了崩盘式的下跌。</p><p>英伟达,从346美元的高位跌至108美元,跌幅68%;特斯拉,从414美元跌至101美元,跌幅76%;最惨的要数meta,从384美元跌至88美元,跌幅接近80%。</p><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、google这些,虽然跌幅没有那么大,但也基本腰斩,只有苹果、微软相对抗跌,不过也蒸发了3-4成。而整个纳斯达克指数,跌幅最大也接近40%。</p><p>实际上,这里有一个不成文的“规律”,就是美股有基本面支撑的大型科技公司,在股灾中跌幅到7成、8成的时候,一般就会见底,这是通过对美股大跌期的统计而得。之所以说不能成文,是因为无法确定下一次是否如此,毕竟决定股价的因素太过复杂,同时市场本身也会不断产生新的因素,单纯依靠过往经验就断定历史重演,未必完全正确。</p><p>我们只是想强调,做投资逆向思维的重要性,如果股价跌幅巨大,需要考虑一下是否会触底反弹,而不是简单地顺着惯性和线性推理。</p><p>这大概就是咱们中国人说的否极泰来吧。</p><p>总的来说,这一波美股科技股大牛市,有两大驱动因素,一方面是对于去年大跌后的修复,另一方面则是人工智能的爆发。如果说去年是双杀,那今年无疑是双击。</p><p>问题是,这股牛市风潮,还能继续下去吗?</p><h3 id=\"id_1421404437\">还能疯下去吗?</h3><p>美股作为成熟且体制机制完善的市场,相对新兴国家而言容易理解和琢磨。</p><p>比如经济是股市的晴雨表,这点在美股就有很大的体现,2020年疫情爆发之后美股疯狂上涨,很多人归结于美联储的大放水,流动性泛滥,但实际上,美联储的钱也并没有全部流入股市,更多的是给美国家庭发钱,让他们在封控条件下依然可以有钱过日子。</p><p>这点虽然说有弊端,比如后来的高通胀,但对于拯救疫情下的美国经济却是立竿见影,<strong>因为美国家庭消费是GDP最大的来源,只要美国家庭还在消费,那宏观经济就没啥问题。</strong></p><p>2020年,美国GDP负增长2.8%,但次年就回到5.9%,剔除低基数影响,实际增长也有3%左右,说发钱让美国经济火热,一点都不为过。要知道,特朗普作为生意人总统,在位期间,没有一年的经济增速达到过3%。当然了,发钱这个事也是他在位期间决策的。</p><p>因此,从宏观层面上看,美股能否继续狂飙,经济基本面是一个比较重要的决定性因素。</p><p>综合最近的美国经济数据看,不管是劳动力市场,还是通胀水平,亦或其他的如PPI、PMI等经济指标,有参差,但韧性依然在。尽管高利率的压制效应正在发挥作用,但并没有想象中强烈,反而显得相对温和,这也重燃了市场对于今年美国经济软着陆的信心。</p><p><strong>所以,只要美国经济不出现大的衰退,美股整体上还是会延续上涨趋势,上涨节奏就取决于未来的经济数据,以及美联储的货币政策。</strong></p><p>至于板块方面,科技股仍然是最热门的,尤其是和人工智能相关的板块。不过,上涨幅度除了各大科技公司的动作,还要看他们的业绩。</p><p>美股很现实,对于业绩决定涨跌的逻辑也很认可。4月份特斯拉来了一个深度调整,5月份英伟达一夜狂飙30%,都是业绩决定的。</p><p>因此,特别是这两个月,关注科技公司的中期业绩,是投资决策最重要的依据。</p><p>从估值上看,美股科技股相对处于合理区间,苹果、微软、google这类巨无霸的PE基本都在30上下,英伟达、特斯拉这类成长性比较充足的估值相对较高,不过业绩高增的确定性做了一定的对冲,除非增长逻辑被证伪,否则要掉下来也不容易。</p><p>拉长时间看,随着人工智能各种技术的演进,以及商业化的扩大,AI概念股依然是最有能力享受市场追捧的板块,而美国相应的概念公司,实力都是摆在那的,没有太大的基本面问题,需要考虑的,是值不值得追高。</p><p>这个,就看各位的风险意识了。因为过去的经验告诉我们,有的股票,你觉得是泡沫,害怕得很,但人家就偏偏涨给你看。</p><h3 id=\"id_2738912095\">唯美股是瞻?</h3><p>讲起美股的今年的大涨,国内股民可能很不是滋味。</p><p>除了去年11月解封之后有过几个月的狂欢,后面就持续地低迷,虽然A股也不乏题材,比如AI、中特估,但如果不是踩中这两个概念的,基本是亏多盈少。</p><p>最基本的因素肯定是经济面,其实美股的指数也是科技股撑起来的,传统的价值股并没有太多表现。区别只是,美国经济基本面似乎正在扭转预期,所以传统价值股也可能正迎来机会,但国内经济基本面就依然压力重重,传统价值股路在何方,谁知道?</p><p>下半年要是寄望于经济面有超预期表现,似乎有困难,只能看上头有什么“特效药”了。不过也并非全是悲观,说不定会有一些概念性的机会,比如AI继续发酵。这个得寄希望于美国那边,技术突破也好,新的AI应用也罢,总之要倒腾出一些资本市场喜欢的概念,这样我们就有了跟随炒作的理由。</p><p>虽然这些年时不时炒作A股独立,中国特色的股市,貌似成功脱离了资本主义世界的束缚,但实际上,国内的概念炒作,基本上还是受美股的影响比较大,作为跟随者的角色并没有根本性的改变。</p><p>就拿AI来说,若不是美国出了个chatGPT,国内AI概念也无从炒起,此前的新能源汽车也是一样,若不是特斯拉爆发,国内的炒作也无从说起。其实,我们自己也很多AI公司,很多新能源公司,但能够牵起巨浪的,始终是美国。</p><p>认清这点其实很重要,因为容易找到“锚”,也容易抄作业。</p><p>说真的,希望美国科技公司们,继续疯下去,千万不要停,并且多多倒腾出一些新的科技概念,因为下半年的炒作,还得靠这帮万恶的资本家。</p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国科技股,纯粹一群疯子\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-20 19:21 北京时间 <a href=https://www.gelonghui.com/p/625002><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:深鹏股民今年的三大错觉,其中一个必不可少:美国科技股泡沫严重,要崩!好在说了是错觉,如果真的当真,那就硬生生不知要错过多少个小目标?进入财报季,美股依然没有半点腐朽资本主义要崩溃的迹象,即使是上半年风声鹤唳的银行股,财报都超出市场预期,如大摩,Q2净利润同比下滑13%,但优于分析师预期的下滑20%,美银Q2营收同比增长11%,至253.3亿美元,小幅超出分析师预期的250.5亿美元,净...</p>\n\n<a href=\"https://www.gelonghui.com/p/625002\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ee8693e4c1020f90549d9470b7220505","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"https://www.gelonghui.com/p/625002","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2352017355","content_text":"作者:深鹏股民今年的三大错觉,其中一个必不可少:美国科技股泡沫严重,要崩!好在说了是错觉,如果真的当真,那就硬生生不知要错过多少个小目标?进入财报季,美股依然没有半点腐朽资本主义要崩溃的迹象,即使是上半年风声鹤唳的银行股,财报都超出市场预期,如大摩,Q2净利润同比下滑13%,但优于分析师预期的下滑20%,美银Q2营收同比增长11%,至253.3亿美元,小幅超出分析师预期的250.5亿美元,净利息收入增长14%至142亿美元,利润同比增长19%达到74亿美元,每股收益88美分,小幅超出分析师预期的84美分。靠着两大银行股的带动,道琼斯指数当晚被拔高了1%,成功突破了去年底的高位。不过,银行股还算小case了,真正的大牛板块,是科技股。英伟达和微软股价连创历史新高,连马斯克都惊呼“疯狂”。今天凌晨(北京时间),特斯拉在盘后公布了Q2财报,营收、净利润指标都超出市场预期,不过由于降价太多,毛利率比上季跌了一个点,到18.2%,现金流情况也只有10亿美元,两个指标均不及市场预期。特斯拉盘后交易股价受到财报的影响,一度大跌近4个点。但实际上,特斯拉的财报表现整体看还是不错的,股价下跌也有之前上涨太大、杀期权等因素影响。虽然数据没有两个月前英伟达般炸裂,但相信经历短暂调整之后,还是有能力给美股科技板块上涨加上一把火。因为,美国的科技股,实在太疯狂了。科技股有多疯狂?今年,全球都对高利率下的美国经济增长缺乏信心,但就是在这样的大环境下,美国科技股硬生生造出了一个牛市,而且不是小牛市,而是一个大牛市,甚至可以说以一己之力把整个美国股市带上上涨通道。众多的科技股,不管体量大小,都涨出很多个小目标,创历史新高的也不在少数,微软、google、meta、英伟达、特斯拉、苹果,都是其中的代表。当然了,你可以说这都是拜chatGPT引发的人工智能革命的福,但能够创造出这项技术并且开展大规模商业化,那你也得佩服得五体投地,要不然呢?其他国家也可以去引领一下啊,又没有人拦着他们。这也揭示了一个简单的市场逻辑:如果能够占据未来的技术高点,能够创造出巨大的价值,当下的经济好还是不好,其实根本无所谓,资本是愿意为这样的未来买单的。如果你只是把眼光局限于现在美国通胀高,利率高,经济衰退风险大,那只能说目光太短浅了。与未来产业革命的星辰大海相比,经济周期显得短暂多了。试想一下,1970年代末兴起的计算机革命,绵延至今长达40多年,一路扶摇直上,这个过程中经历了多少经济周期,有多少低谷?单单称得上世界级别的,就有1980年代初美国的经济调整、1990年代初的美国经济衰退、97年亚洲金融危机、2000年科技股泡沫破裂、911事件、阿富汗和伊拉克战争、非典、08年金融危机,以及现在的新冠和俄乌战争。经济周期是起起落落,但计算机和互联网革命却从未停止增长的脚步。这一波人工智能革命已经被公认为可以改变世界,并且会比人类历史上前几次工业革命的价值还要高,如此光明且广阔的未来,也难怪资本市场会如此地趋之若鹜。另外,美股科技股货真价实的比较多,最重要的是人家确实是交得出业绩,这点和国内的蹭热点公司有很大差别,所以美股可以一路上涨,而只是纯粹蹭概念的公司,硬不过三个月,大起大落,疯狂过后一地鸡毛,是常态。另外,今年的美国科技股大牛市,也有一个前提,那就是去年它们普遍经历了崩盘式的下跌。英伟达,从346美元的高位跌至108美元,跌幅68%;特斯拉,从414美元跌至101美元,跌幅76%;最惨的要数meta,从384美元跌至88美元,跌幅接近80%。亚马逊、google这些,虽然跌幅没有那么大,但也基本腰斩,只有苹果、微软相对抗跌,不过也蒸发了3-4成。而整个纳斯达克指数,跌幅最大也接近40%。实际上,这里有一个不成文的“规律”,就是美股有基本面支撑的大型科技公司,在股灾中跌幅到7成、8成的时候,一般就会见底,这是通过对美股大跌期的统计而得。之所以说不能成文,是因为无法确定下一次是否如此,毕竟决定股价的因素太过复杂,同时市场本身也会不断产生新的因素,单纯依靠过往经验就断定历史重演,未必完全正确。我们只是想强调,做投资逆向思维的重要性,如果股价跌幅巨大,需要考虑一下是否会触底反弹,而不是简单地顺着惯性和线性推理。这大概就是咱们中国人说的否极泰来吧。总的来说,这一波美股科技股大牛市,有两大驱动因素,一方面是对于去年大跌后的修复,另一方面则是人工智能的爆发。如果说去年是双杀,那今年无疑是双击。问题是,这股牛市风潮,还能继续下去吗?还能疯下去吗?美股作为成熟且体制机制完善的市场,相对新兴国家而言容易理解和琢磨。比如经济是股市的晴雨表,这点在美股就有很大的体现,2020年疫情爆发之后美股疯狂上涨,很多人归结于美联储的大放水,流动性泛滥,但实际上,美联储的钱也并没有全部流入股市,更多的是给美国家庭发钱,让他们在封控条件下依然可以有钱过日子。这点虽然说有弊端,比如后来的高通胀,但对于拯救疫情下的美国经济却是立竿见影,因为美国家庭消费是GDP最大的来源,只要美国家庭还在消费,那宏观经济就没啥问题。2020年,美国GDP负增长2.8%,但次年就回到5.9%,剔除低基数影响,实际增长也有3%左右,说发钱让美国经济火热,一点都不为过。要知道,特朗普作为生意人总统,在位期间,没有一年的经济增速达到过3%。当然了,发钱这个事也是他在位期间决策的。因此,从宏观层面上看,美股能否继续狂飙,经济基本面是一个比较重要的决定性因素。综合最近的美国经济数据看,不管是劳动力市场,还是通胀水平,亦或其他的如PPI、PMI等经济指标,有参差,但韧性依然在。尽管高利率的压制效应正在发挥作用,但并没有想象中强烈,反而显得相对温和,这也重燃了市场对于今年美国经济软着陆的信心。所以,只要美国经济不出现大的衰退,美股整体上还是会延续上涨趋势,上涨节奏就取决于未来的经济数据,以及美联储的货币政策。至于板块方面,科技股仍然是最热门的,尤其是和人工智能相关的板块。不过,上涨幅度除了各大科技公司的动作,还要看他们的业绩。美股很现实,对于业绩决定涨跌的逻辑也很认可。4月份特斯拉来了一个深度调整,5月份英伟达一夜狂飙30%,都是业绩决定的。因此,特别是这两个月,关注科技公司的中期业绩,是投资决策最重要的依据。从估值上看,美股科技股相对处于合理区间,苹果、微软、google这类巨无霸的PE基本都在30上下,英伟达、特斯拉这类成长性比较充足的估值相对较高,不过业绩高增的确定性做了一定的对冲,除非增长逻辑被证伪,否则要掉下来也不容易。拉长时间看,随着人工智能各种技术的演进,以及商业化的扩大,AI概念股依然是最有能力享受市场追捧的板块,而美国相应的概念公司,实力都是摆在那的,没有太大的基本面问题,需要考虑的,是值不值得追高。这个,就看各位的风险意识了。因为过去的经验告诉我们,有的股票,你觉得是泡沫,害怕得很,但人家就偏偏涨给你看。唯美股是瞻?讲起美股的今年的大涨,国内股民可能很不是滋味。除了去年11月解封之后有过几个月的狂欢,后面就持续地低迷,虽然A股也不乏题材,比如AI、中特估,但如果不是踩中这两个概念的,基本是亏多盈少。最基本的因素肯定是经济面,其实美股的指数也是科技股撑起来的,传统的价值股并没有太多表现。区别只是,美国经济基本面似乎正在扭转预期,所以传统价值股也可能正迎来机会,但国内经济基本面就依然压力重重,传统价值股路在何方,谁知道?下半年要是寄望于经济面有超预期表现,似乎有困难,只能看上头有什么“特效药”了。不过也并非全是悲观,说不定会有一些概念性的机会,比如AI继续发酵。这个得寄希望于美国那边,技术突破也好,新的AI应用也罢,总之要倒腾出一些资本市场喜欢的概念,这样我们就有了跟随炒作的理由。虽然这些年时不时炒作A股独立,中国特色的股市,貌似成功脱离了资本主义世界的束缚,但实际上,国内的概念炒作,基本上还是受美股的影响比较大,作为跟随者的角色并没有根本性的改变。就拿AI来说,若不是美国出了个chatGPT,国内AI概念也无从炒起,此前的新能源汽车也是一样,若不是特斯拉爆发,国内的炒作也无从说起。其实,我们自己也很多AI公司,很多新能源公司,但能够牵起巨浪的,始终是美国。认清这点其实很重要,因为容易找到“锚”,也容易抄作业。说真的,希望美国科技公司们,继续疯下去,千万不要停,并且多多倒腾出一些新的科技概念,因为下半年的炒作,还得靠这帮万恶的资本家。","news_type":1,"symbols_score_info":{".IXIC":1.1}},"isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3526094335539021","authorId":"3526094335539021","name":"倒霉蛋蛋","avatar":"https://static.tigerbbs.com/0f7966df466f510544d6abadf86c85d5","crmLevel":2,"crmLevelSwitch":0,"idStr":"3526094335539021","authorIdStr":"3526094335539021"},"content":"看好什么票分享下。谢谢","text":"看好什么票分享下。谢谢","html":"看好什么票分享下。谢谢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195356565688360,"gmtCreate":1688731511971,"gmtModify":1688731513733,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"被罚71.23亿元,厉害呀!","listText":"被罚71.23亿元,厉害呀!","text":"被罚71.23亿元,厉害呀!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195356565688360","repostId":"1122583150","repostType":4,"repost":{"id":"1122583150","kind":"news","pubTimestamp":1688731292,"share":"https://ttm.financial/m/news/1122583150?lang=&edition=full","pubTime":"2023-07-07 20:01","market":"us","language":"zh","title":"金融监管部门对蚂蚁集团及旗下机构处以罚款71.23亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1122583150","media":"中国证监会","summary":"金融管理部门善始善终推进平台企业金融业务整改。","content":"<html><head></head><body><p>近年来,金融管理部门坚持发展和规范并重,建立健全平台经济治理体系,出台一系列制度办法,初步形成平台企业金融业务发展与监管制度框架,促进平台经济规范健康发展。2020年11月以来,从依法加强监管和有效防范风险的角度出发,金融管理部门督促指导蚂蚁集团、腾讯集团等大型平台企业全面整改金融活动中存在的违法违规问题。目前,平台企业金融业务存在的大部分突出问题已完成整改。金融管理部门工作重点从推动平台企业金融业务的集中整改转入常态化监管。</p><p style=\"text-align: start;\">近期,针对蚂蚁集团及旗下机构过往年度在公司治理、金融消费者保护、参与银行保险机构业务活动、从事支付结算业务、履行反洗钱义务和开展基金销售业务等方面存在的违法违规行为,<strong>金融管理部门依据《中国人民银行法》《反洗钱法》《银行业监督管理法》《保险法》《证券投资基金法》《消费者权益保护法》等,对蚂蚁集团及旗下机构处以罚款(含没收违法所得)71.23亿元。要求蚂蚁集团关停违规开展的“相互宝”业务,并依法补偿消费者利益。</strong>此外,针对以往执法检查中发现的问题,金融管理部门近期也对邮储银行、平安银行、人保财险和财付通公司等实施了行政处罚。</p><p style=\"text-align: start;\">下一步,金融管理部门将完整、准确、全面贯彻新发展理念,着力提升平台企业金融业务常态化监管水平,依法将各类金融活动全部纳入监管,确保同类业务适用同等监管规则,实现公平监管。坚持“两个毫不动摇”,落实促进平台经济健康发展的金融政策措施,支持、鼓励平台企业持续提升金融普惠性,推动科技金融创新,增强国际金融竞争力,更好地服务实体经济和民生需求。</p></body></html>","source":"lsy1573813229493","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>金融监管部门对蚂蚁集团及旗下机构处以罚款71.23亿元</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n金融监管部门对蚂蚁集团及旗下机构处以罚款71.23亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-07 20:01 北京时间 <a href=http://www.csrc.gov.cn/csrc/c100028/c7418599/content.shtml><strong>中国证监会</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近年来,金融管理部门坚持发展和规范并重,建立健全平台经济治理体系,出台一系列制度办法,初步形成平台企业金融业务发展与监管制度框架,促进平台经济规范健康发展。2020年11月以来,从依法加强监管和有效防范风险的角度出发,金融管理部门督促指导蚂蚁集团、腾讯集团等大型平台企业全面整改金融活动中存在的违法违规问题。目前,平台企业金融业务存在的大部分突出问题已完成整改。金融管理部门工作重点从推动平台企业...</p>\n\n<a href=\"http://www.csrc.gov.cn/csrc/c100028/c7418599/content.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ee5949c7daa2bc85528efbdc0fb64ee8","relate_stocks":{},"source_url":"http://www.csrc.gov.cn/csrc/c100028/c7418599/content.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122583150","content_text":"近年来,金融管理部门坚持发展和规范并重,建立健全平台经济治理体系,出台一系列制度办法,初步形成平台企业金融业务发展与监管制度框架,促进平台经济规范健康发展。2020年11月以来,从依法加强监管和有效防范风险的角度出发,金融管理部门督促指导蚂蚁集团、腾讯集团等大型平台企业全面整改金融活动中存在的违法违规问题。目前,平台企业金融业务存在的大部分突出问题已完成整改。金融管理部门工作重点从推动平台企业金融业务的集中整改转入常态化监管。近期,针对蚂蚁集团及旗下机构过往年度在公司治理、金融消费者保护、参与银行保险机构业务活动、从事支付结算业务、履行反洗钱义务和开展基金销售业务等方面存在的违法违规行为,金融管理部门依据《中国人民银行法》《反洗钱法》《银行业监督管理法》《保险法》《证券投资基金法》《消费者权益保护法》等,对蚂蚁集团及旗下机构处以罚款(含没收违法所得)71.23亿元。要求蚂蚁集团关停违规开展的“相互宝”业务,并依法补偿消费者利益。此外,针对以往执法检查中发现的问题,金融管理部门近期也对邮储银行、平安银行、人保财险和财付通公司等实施了行政处罚。下一步,金融管理部门将完整、准确、全面贯彻新发展理念,着力提升平台企业金融业务常态化监管水平,依法将各类金融活动全部纳入监管,确保同类业务适用同等监管规则,实现公平监管。坚持“两个毫不动摇”,落实促进平台经济健康发展的金融政策措施,支持、鼓励平台企业持续提升金融普惠性,推动科技金融创新,增强国际金融竞争力,更好地服务实体经济和民生需求。","news_type":1,"symbols_score_info":{"09988":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356523820601768,"gmtCreate":1728045312750,"gmtModify":1728045433272,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"人民币又大幅贬值了","listText":"人民币又大幅贬值了","text":"人民币又大幅贬值了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/356523820601768","repostId":"1141476117","repostType":2,"repost":{"id":"1141476117","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":1727222547,"share":"https://ttm.financial/m/news/1141476117?lang=&edition=full","pubTime":"2024-09-25 08:02","market":"sh","language":"zh","title":"离岸人民币收复7.0大关,为去年5月以来首次","url":"https://stock-news.laohu8.com/highlight/detail?id=1141476117","media":"老虎资讯综合","summary":"9月25日,离岸人民币兑美元收复7.0关口,为去年5月以来首次。","content":"<html><head></head><body><p>9月25日,离岸人民币兑美元收复7.0关口,为去年5月以来首次。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f821c54302ad42537487f4bee0e219ad\" title=\"\" tg-width=\"852\" tg-height=\"832\"/></p><p style=\"text-align: justify;\">昨天,国务院新闻办公室举行新闻发布会,中国人民银行行长潘功胜在会上表示,今年以来,人民银行坚持金融服务实体经济的根本宗旨,坚持支持性货币政策立场和政策取向。货币政策成效不断显现,融资成本处于历史低位。根据中央决策部署,人民银行将坚定坚持支持性货币政策立场,加大货币政策调控强度,提高货币政策调控精准性。</p><p style=\"text-align: justify;\">会上,潘功胜宣布了三项重磅政策:一是降低存款准备金率和政策利率,并带动市场基准利率下行;二是降低存量房贷利率并统一房贷最低首付比例。三是创设新的政策工具,支持股票市场发展。</p><p style=\"text-align: justify;\">央行宣布,近期降准0.5个百分点,年底或择机再降准0.25-0.5个百分点,将降低中央银行政策利率,7天逆回购操作利率下调0.2个百分点,存量房贷利率预计下降约0.5个百分点至新发放房贷利率附近,二套房贷款最低首付比例由25%下调至15%。</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>离岸人民币收复7.0大关,为去年5月以来首次</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离岸人民币收复7.0大关,为去年5月以来首次\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\">2024-09-25 08:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月25日,离岸人民币兑美元收复7.0关口,为去年5月以来首次。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f821c54302ad42537487f4bee0e219ad\" title=\"\" tg-width=\"852\" tg-height=\"832\"/></p><p style=\"text-align: justify;\">昨天,国务院新闻办公室举行新闻发布会,中国人民银行行长潘功胜在会上表示,今年以来,人民银行坚持金融服务实体经济的根本宗旨,坚持支持性货币政策立场和政策取向。货币政策成效不断显现,融资成本处于历史低位。根据中央决策部署,人民银行将坚定坚持支持性货币政策立场,加大货币政策调控强度,提高货币政策调控精准性。</p><p style=\"text-align: justify;\">会上,潘功胜宣布了三项重磅政策:一是降低存款准备金率和政策利率,并带动市场基准利率下行;二是降低存量房贷利率并统一房贷最低首付比例。三是创设新的政策工具,支持股票市场发展。</p><p style=\"text-align: justify;\">央行宣布,近期降准0.5个百分点,年底或择机再降准0.25-0.5个百分点,将降低中央银行政策利率,7天逆回购操作利率下调0.2个百分点,存量房贷利率预计下降约0.5个百分点至新发放房贷利率附近,二套房贷款最低首付比例由25%下调至15%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/16d1fa6e9b69c5975060146f6c797ee5","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141476117","content_text":"9月25日,离岸人民币兑美元收复7.0关口,为去年5月以来首次。昨天,国务院新闻办公室举行新闻发布会,中国人民银行行长潘功胜在会上表示,今年以来,人民银行坚持金融服务实体经济的根本宗旨,坚持支持性货币政策立场和政策取向。货币政策成效不断显现,融资成本处于历史低位。根据中央决策部署,人民银行将坚定坚持支持性货币政策立场,加大货币政策调控强度,提高货币政策调控精准性。会上,潘功胜宣布了三项重磅政策:一是降低存款准备金率和政策利率,并带动市场基准利率下行;二是降低存量房贷利率并统一房贷最低首付比例。三是创设新的政策工具,支持股票市场发展。央行宣布,近期降准0.5个百分点,年底或择机再降准0.25-0.5个百分点,将降低中央银行政策利率,7天逆回购操作利率下调0.2个百分点,存量房贷利率预计下降约0.5个百分点至新发放房贷利率附近,二套房贷款最低首付比例由25%下调至15%。","news_type":1,"symbols_score_info":{"CNYUSD.FOREX":1.1,"USDCNH.FOREX":1.1}},"isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494200111074562","authorId":"3494200111074562","name":"赚钱养家赚钱养家","avatar":"https://static.tigerbbs.com/2926a5234bbb3f723a2b3fd1a4d3a213","crmLevel":1,"crmLevelSwitch":0,"idStr":"3494200111074562","authorIdStr":"3494200111074562"},"content":"没贬值呀,这不是升值了吗?","text":"没贬值呀,这不是升值了吗?","html":"没贬值呀,这不是升值了吗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324208944128176,"gmtCreate":1720181629438,"gmtModify":1720184547122,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> 目标暂时为300美元/股,继续看多!有马斯克的英明领导,有很强大的智能驾驶系统,有员工的精心创新,特斯拉一定能在3年内超越任何对手,成为世界领跑者,加油!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> 目标暂时为300美元/股,继续看多!有马斯克的英明领导,有很强大的智能驾驶系统,有员工的精心创新,特斯拉一定能在3年内超越任何对手,成为世界领跑者,加油!","text":"$特斯拉(TSLA)$ 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ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","html":"Great ariticle, would you like to share it?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656813528,"gmtCreate":1683590026865,"gmtModify":1683590027762,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/SIL2307\">$微白银2307(SIL2307)$ </a>","listText":"<a href=\"https://laohu8.com/FUT/SIL2307\">$微白银2307(SIL2307)$ 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看涨,在160处会有强支撑,期待着4月份的星舰,希望能否圆满成功!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/285542157439256","isVote":1,"tweetType":1,"viewCount":5936,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561546063759854","authorId":"3561546063759854","name":"永世神选","avatar":"https://static.tigerbbs.com/aa2e678c866716cddc4712d3bff9acf7","crmLevel":2,"crmLevelSwitch":0,"idStr":"3561546063759854","authorIdStr":"3561546063759854"},"content":"星舰关tsla什么事呀","text":"星舰关tsla什么事呀","html":"星舰关tsla什么事呀"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296222720155776,"gmtCreate":1713357627228,"gmtModify":1713428218373,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"蔚来2条路,第一筹集资金搞科研,在许多关键领域要有突破,如电池充电时间能否缩短,续航能力能否提升,基础设施如充电桩是否完善,在自动驾驶技术上是否有特色,免费保修时间能否进一步提高;第二就是尽快灭亡。相比之下马斯克的特斯拉汽车就完全不同了,特斯拉有强大的经济实力和超一流的科研团队,还有一个规模庞大的星舰团队,马斯克玩的是技术,蔚来玩的是能否保住手中的饭碗,两个不在一个层面。","listText":"蔚来2条路,第一筹集资金搞科研,在许多关键领域要有突破,如电池充电时间能否缩短,续航能力能否提升,基础设施如充电桩是否完善,在自动驾驶技术上是否有特色,免费保修时间能否进一步提高;第二就是尽快灭亡。相比之下马斯克的特斯拉汽车就完全不同了,特斯拉有强大的经济实力和超一流的科研团队,还有一个规模庞大的星舰团队,马斯克玩的是技术,蔚来玩的是能否保住手中的饭碗,两个不在一个层面。","text":"蔚来2条路,第一筹集资金搞科研,在许多关键领域要有突破,如电池充电时间能否缩短,续航能力能否提升,基础设施如充电桩是否完善,在自动驾驶技术上是否有特色,免费保修时间能否进一步提高;第二就是尽快灭亡。相比之下马斯克的特斯拉汽车就完全不同了,特斯拉有强大的经济实力和超一流的科研团队,还有一个规模庞大的星舰团队,马斯克玩的是技术,蔚来玩的是能否保住手中的饭碗,两个不在一个层面。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/296222720155776","isVote":1,"tweetType":1,"viewCount":11857,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000268","authorId":"9000000000000268","name":"莫尔斯密码","avatar":"https://static.tigerbbs.com/a281838218cd814d59c1e600e0b9f75f","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000268","authorIdStr":"9000000000000268"},"content":"大家都可以在该领域展开各自的努力,以推动整个行业的进步。","text":"大家都可以在该领域展开各自的努力,以推动整个行业的进步。","html":"大家都可以在该领域展开各自的努力,以推动整个行业的进步。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":448741498786056,"gmtCreate":1750582967732,"gmtModify":1750582969222,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"全自动驾驶先试几年吧,看看是否会出人命,在我国的高速公路上,往往因为某些路段需要维修而临时放置水码,如果自动驾驶雷达不能测试到的话,那就非常危险。","listText":"全自动驾驶先试几年吧,看看是否会出人命,在我国的高速公路上,往往因为某些路段需要维修而临时放置水码,如果自动驾驶雷达不能测试到的话,那就非常危险。","text":"全自动驾驶先试几年吧,看看是否会出人命,在我国的高速公路上,往往因为某些路段需要维修而临时放置水码,如果自动驾驶雷达不能测试到的话,那就非常危险。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/448741498786056","isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516923168816366","authorId":"3516923168816366","name":"世纪昇平","avatar":"https://static.tigerbbs.com/dc26f1260ceba0d6488081403c286a10","crmLevel":5,"crmLevelSwitch":0,"idStr":"3516923168816366","authorIdStr":"3516923168816366"},"content":"你太小瞧自动驾驶了吧?水马都识别不了?高德地图都能识别","text":"你太小瞧自动驾驶了吧?水马都识别不了?高德地图都能识别","html":"你太小瞧自动驾驶了吧?水马都识别不了?高德地图都能识别"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385716829827504,"gmtCreate":1735196903427,"gmtModify":1735196905620,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"英伟达的芯片已经落后了,还吹嘘“高算力”。","listText":"英伟达的芯片已经落后了,还吹嘘“高算力”。","text":"英伟达的芯片已经落后了,还吹嘘“高算力”。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/385716829827504","repostId":"2494988671","repostType":4,"isVote":1,"tweetType":1,"viewCount":1347,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579578747431012","authorId":"3579578747431012","name":"三千旗得圣","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3579578747431012","authorIdStr":"3579578747431012"},"content":"看到评论区的发言我就安心了,就老黄天天隔着加功率加显存和核心数量,消费级的显卡都已经成为显砖了,甚至主板还得加固定件才能好好插稳显卡,还有人继续吹老黄的提升","text":"看到评论区的发言我就安心了,就老黄天天隔着加功率加显存和核心数量,消费级的显卡都已经成为显砖了,甚至主板还得加固定件才能好好插稳显卡,还有人继续吹老黄的提升","html":"看到评论区的发言我就安心了,就老黄天天隔着加功率加显存和核心数量,消费级的显卡都已经成为显砖了,甚至主板还得加固定件才能好好插稳显卡,还有人继续吹老黄的提升"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296222973751544,"gmtCreate":1713357749918,"gmtModify":1713357752510,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 仍看多特斯拉,他是美国的一面旗帜,不能倒!下月底将第四次试谢星舰,希望能成功,马斯克的计划不仅仅是车子,而是要打造宇宙汽车[强] 。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 仍看多特斯拉,他是美国的一面旗帜,不能倒!下月底将第四次试谢星舰,希望能成功,马斯克的计划不仅仅是车子,而是要打造宇宙汽车[强] 。","text":"$特斯拉(TSLA)$ 仍看多特斯拉,他是美国的一面旗帜,不能倒!下月底将第四次试谢星舰,希望能成功,马斯克的计划不仅仅是车子,而是要打造宇宙汽车[强] 。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/289195906769144","isVote":1,"tweetType":1,"viewCount":3595,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"203105757513414","authorId":"203105757513414","name":"我信了","avatar":"https://static.tigerbbs.com/4429f6d1a0f8d50b14a2e467280377e7","crmLevel":7,"crmLevelSwitch":1,"idStr":"203105757513414","authorIdStr":"203105757513414"},"content":"spacex和特斯拉股价没关系吧?","text":"spacex和特斯拉股价没关系吧?","html":"spacex和特斯拉股价没关系吧?"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}