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2025-03-04

$美国超微公司(AMD)$ 做空的🚀

07-08

$黄金主连 2608(GCmain)$ 行业想用“铜”替代“银”，本质上是在用“潜在的寿命风险”去换取“眼下的成本下降”。一旦未来因为铜的衰减导致电站后半期的发电量暴跌，当初省下的那点银浆钱，可能在发电量损失面前不值一提。

07-08

$微白银主连 2609(SILmain)$ 还有一个，中国现在星链数量远远不够，必然跟进此项计划，白银缺口将进一步增加

2024-11-07

$阿斯麦(ASML)$ [财迷]

2025-08-05

$联合健康(UNH)$ 据说伯克希尔很可能投资联合健康了

2025-02-25

$美国超微公司(AMD)$ 做空才能玩[得意]

2025-02-26

$美国超微公司(AMD)$ [贱笑] [开心]

07-08

$微白银主连 2609(SILmain)$ 光伏用银的性能还是比铜更强，用铜会导致使用寿命缩短，设备成本增加，得不偿失，再者太空光伏必须用银。

2025-07-30

$联合健康(UNH)$ 做空[贱笑]

2024-11-18

$阿斯麦(ASML)$ [微笑]

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17:46","market":"us","language":"zh","title":"蔡崇信、吴泳铭合计增持1.2亿港元阿里股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1121308892","media":"老虎资讯综合","summary":"据了解，蔡崇信此次买入72万股阿里巴巴港股，均价约112港元，耗资约8000万港元；CEO吴泳铭买入35万股阿里巴巴港股，均价约111.6港元，耗资约4000万港元。两人合计增持107万股，总金额约1.2亿港元。市场人士认为，管理层在配售公布次日以个人名义增持，体现对公司AI战略充满信心。","content":"<html><head></head><body><p style=\"text-align: start;\">8月24日，据<a href=\"https://laohu8.com/S/00388\">港交所</a>最新信息，在<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>宣布800亿港元新股配售计划后，集团主席蔡崇信、CEO吴泳铭出手增持合计约1.2亿港元<a href=\"https://laohu8.com/S/09988\">阿里</a>股票，对公司AI战略投下信心票。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30de5680739320509dfecddad785b085\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: start;\">据了解，蔡崇信此次买入72万股阿里巴巴港股，均价约112港元，耗资约8000万港元；CEO吴泳铭买入35万股阿里巴巴港股，均价约111.6港元，耗资约4000万港元。两人合计增持107万股，总金额约1.2亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21f6210977ae7cdf4963610671ac8e10\" title=\"\" tg-width=\"1368\" tg-height=\"621\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bad9055120f7ce1c6bda941b6a347b60\" title=\"\" tg-width=\"1365\" tg-height=\"618\"/></p><p style=\"text-align: start;\">此前一日，阿里巴巴宣布800亿港元新股配售，所得款项将全部投入全栈AI能力和AI基础设施建设。据报道，配售获全球主权财富基金等长线投资者积极认购，最终实现近3倍超额认购。市场人士认为，管理层在配售公布次日以个人名义增持，体现对公司AI战略充满信心。</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>蔡崇信、吴泳铭合计增持1.2亿港元阿里股票</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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start;\">8月24日，据<a href=\"https://laohu8.com/S/00388\">港交所</a>最新信息，在<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>宣布800亿港元新股配售计划后，集团主席蔡崇信、CEO吴泳铭出手增持合计约1.2亿港元<a href=\"https://laohu8.com/S/09988\">阿里</a>股票，对公司AI战略投下信心票。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30de5680739320509dfecddad785b085\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: start;\">据了解，蔡崇信此次买入72万股阿里巴巴港股，均价约112港元，耗资约8000万港元；CEO吴泳铭买入35万股阿里巴巴港股，均价约111.6港元，耗资约4000万港元。两人合计增持107万股，总金额约1.2亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21f6210977ae7cdf4963610671ac8e10\" title=\"\" tg-width=\"1368\" tg-height=\"621\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bad9055120f7ce1c6bda941b6a347b60\" title=\"\" tg-width=\"1365\" tg-height=\"618\"/></p><p style=\"text-align: start;\">此前一日，阿里巴巴宣布800亿港元新股配售，所得款项将全部投入全栈AI能力和AI基础设施建设。据报道，配售获全球主权财富基金等长线投资者积极认购，最终实现近3倍超额认购。市场人士认为，管理层在配售公布次日以个人名义增持，体现对公司AI战略充满信心。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121308892","content_text":"8月24日，据港交所最新信息，在阿里巴巴宣布800亿港元新股配售计划后，集团主席蔡崇信、CEO吴泳铭出手增持合计约1.2亿港元阿里股票，对公司AI战略投下信心票。据了解，蔡崇信此次买入72万股阿里巴巴港股，均价约112港元，耗资约8000万港元；CEO吴泳铭买入35万股阿里巴巴港股，均价约111.6港元，耗资约4000万港元。两人合计增持107万股，总金额约1.2亿港元。此前一日，阿里巴巴宣布800亿港元新股配售，所得款项将全部投入全栈AI能力和AI基础设施建设。据报道，配售获全球主权财富基金等长线投资者积极认购，最终实现近3倍超额认购。市场人士认为，管理层在配售公布次日以个人名义增持，体现对公司AI战略充满信心。","news_type":1,"symbols_score_info":{"BABA":2,"09988":2}},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593607445098784,"gmtCreate":1785940396009,"gmtModify":1785940398097,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4151362569926120","authorIdStr":"4151362569926120"},"themes":[],"title":"","htmlText":"xai openai等资本压力大，后续无法支撑巨额支出","listText":"xai openai等资本压力大，后续无法支撑巨额支出","text":"xai openai等资本压力大，后续无法支撑巨额支出","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593607445098784","repostId":"2657254016","repostType":2,"repost":{"id":"2657254016","kind":"news","pubTimestamp":1785937543,"share":"https://www.laohunote.com/m/news/2657254016?lang=zh_CN&edition=full","pubTime":"2026-08-05 21:45","market":"hk","language":"zh","title":"标普500续刷高点，闪迪、西部数据业绩放榜，三大事件博弈决定AI牛市叙事","url":"https://stock-news.laohu8.com/highlight/detail?id=2657254016","media":"智通财经","summary":"若涨势延续至收盘，标普500指数有望连续第二个交易日创下历史新高。这两家公司的股价在强劲的财报发布后大幅上涨，但闪迪类似的业绩能否引发股价类似上涨仍待观察。分析师们普遍预计西部数据业绩将大幅超出预期并上调展望。7月闪迪股价暴跌47%，市值蒸发超1500亿美元，创2025年2月上市以来最糟糕单月表现。期权市场预计财报发布后闪迪股价可能出现约14%的波动。财报公布后，AMD股价盘初下挫5%。","content":"<html><head></head><body><p style=\"text-align: left;\">周三开盘，美股三大指数全线走强，道指涨0.33%，纳指涨0.43%，标普500涨0.45%。若涨势延续至收盘，标普500指数有望连续第二个交易日创下历史新高。Truist Advisory Services首席投资官Keith Lerner表示：“现有证据仍然支持我们对牛市抱有信心。盈利仍然是我们关注的焦点，经济持续展现韧性，市场广度不断扩大，估值过高的问题也已基本得到解决。”</p><p style=\"text-align: left;\"><strong>油价走低与美伊谈判进展：三大期指温和走高，标普有望冲击历史新高</strong></p><p style=\"text-align: left;\">截至发稿，道指盘初涨0.33%，纳指涨0.43%，标普500涨0.45%。前一个交易日，标普500指数已收涨1.79%至7736.51点，创下6月以来首次历史收盘新高。</p><p style=\"text-align: left;\">推动市场情绪的核心因素包括：特朗普表示与伊朗的谈判“进展非常顺利”，暗示霍尔木兹海峡有望重新开放;美国海关已退回约1000亿美元此前根据《国际紧急经济权力法》征收的关税。油价与金银价格同步上涨，伦敦金现涨2.08%至4166.77美元/盎司。</p><p style=\"text-align: left;\">WTI原油价格小幅上涨0.3%至每桶76美元左右。此前美国总统特朗普表示与伊朗的谈判“进展非常顺利”，地缘政治风险边际缓和为市场提供了支撑。</p><p style=\"text-align: left;\"><strong>事件一：存储芯片“超级周期”迎终极大考，<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>与<a href=\"https://laohu8.com/S/WDC\">西部数据</a>财报今夜揭晓</strong></p><p style=\"text-align: left;\">存储芯片板块是今日盘后的绝对焦点。盘后，两家AI存储明星股——闪迪(SNDK.US)与西部数据(WDC.US)——将同时发布财报，成为市场最核心的焦点。这两家公司都是今年基准指数上涨的主要贡献者，市场正屏息等待财报来验证AI存储周期的可持续性。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15d7f7f66b8166da053943db798485b7\" title=\"\" tg-width=\"615\" tg-height=\"749\"/></p><p style=\"text-align: left;\">市场普遍预期闪迪将公布利润和营收大幅增长，更重要的是，在<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)和<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)等科技巨头上周承诺继续大力投资人工智能计算基础设施之后，闪迪预计也将给出乐观的业绩指引。这两家公司的股价在强劲的财报发布后大幅上涨，但闪迪类似的业绩能否引发股价类似上涨仍待观察。</p><p style=\"text-align: left;\">闪迪此前官方指引显示，Q4营收在77.5亿至82.5亿美元之间，环比增长约34%，较上年同期暴增逾320%;非GAAP毛利率预计79%至81%，非GAAP摊薄每股收益为30至33美元。华尔街预期更为激进：市场一致预期营收83.9亿美元，环比增长41%;预期每股收益33.01美元，环比增长43%。Seeking Alpha旗下Cavenagh Research则给出了更高的预测——营收84亿至87亿美元，非GAAP每股收益约36美元。</p><p style=\"text-align: left;\">西部数据方面，分析师预计第四财季营收37.1亿美元，同比增长43%，调整后每股收益3.35美元，较去年同期几乎翻番。分析师们普遍预计西部数据业绩将大幅超出预期并上调展望。</p><p style=\"text-align: left;\">7月闪迪股价暴跌47%，市值蒸发超1500亿美元，创2025年2月上市以来最糟糕单月表现。但本周该股已连续两日反弹，周一上涨6%，周二再涨11%。期权市场预计财报发布后闪迪股价可能出现约14%的波动。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62ac75098c5d96b2b5e12359914c800a\" title=\"\" tg-width=\"643\" tg-height=\"535\"/></p><p style=\"text-align: left;\">FactSet数据显示，已公布财报的61%标普500成分股中，86%盈利优于预期，整体盈利年增率超过47%，广度和幅度均创近五年最佳单季表现。</p><p style=\"text-align: left;\"><strong>事件二：SpaceX重挫逾12%，首份季报遇上史上最大解禁</strong></p><p style=\"text-align: left;\">SpaceX(SPCX.US)盘初交易时段股价暴跌超12%。尽管公司上市后首份季报表现亮眼——二季度收入78亿美元，同比增长92%;调整后EBITDA为35亿美元，同比增长191%——但AI业务运营亏损12.6亿美元及资本开支183.7亿美元引发市场忧虑。</p><p style=\"text-align: left;\">更大的压力来自明日即将到来的限售股解禁。SpaceX多达9.12亿股禁售股将于美东时间周四解禁，按8月4日收盘价125.33美元计算，解禁市值约1140亿美元，相当于当前流通盘的1.4倍——这将是美国资本市场历史上最大规模的锁定期解禁。业内预期近阶段将出现大量抛售，一些IPO前投资者正寻求套现以抢购Anthropic和OpenAI等企业的私募股票。</p><p style=\"text-align: left;\">S3 Partners数据显示，截至7月29日，SpaceX空头头寸已达2.193亿股，占可公开交易股票的34%，较6月16日的2330万股激增逾840%。</p><p style=\"text-align: left;\">Renaissance Capital高级策略师Matt Kennedy表示：“SpaceX的员工和早期投资者将很难抗拒出售股票的机会，因为他们手握巨额收益。”机构经纪公司R.F. Lafferty &amp; Co.首席执行官Robert Hackel透露，已有大量早期投资者来电，希望套现SpaceX股份以抢购OpenAI、Anthropic等即将IPO的AI企业私募股票。</p><p style=\"text-align: left;\"><strong>事件三：<a href=\"https://laohu8.com/S/AMD\">AMD</a>指引未达激进预期股价下跌</strong></p><p style=\"text-align: left;\">AMD(AMD.US)周二盘后公布财报，Q2营收同比增长50%至115.36亿美元，高于预期的113亿美元，创历史新高。数据中心营收达67亿美元，同比增长107%，营收占比达58%。然而，问题出在Q3指引。AMD预计第三季度营收约130亿美元，上下浮动3亿美元。尽管这一指引高于华尔街平均预期的125亿美元，但部分激进投资者此前已将预期推高至远高于130亿美元的水平。财报公布后，AMD股价盘初下挫5%。</p><p style=\"text-align: left;\">CEO苏姿丰在财报电话会上强调，数据中心业务将在2027年实现“超过一倍增长”，AI相关市场规模将在2030年达到1.4万亿美元。但市场似乎更关心短期节奏。今年以来AMD已累计上涨超一倍，高估值意味着任何“不完美”都会被放大。</p><p style=\"text-align: left;\"><strong>结语</strong></p><p style=\"text-align: left;\">今日美股盘前呈现一幅微妙的图景：宏观层面，三大指数温和上扬，财报季整体盈利增速超47%为市场提供了坚实支撑;微观层面，个股的极端分化揭示了当前市场的核心矛盾——“超预期”已不再是护身符，市场正在用最苛刻的标准重新审视每一份财报和每一则指引。</p><p style=\"text-align: left;\">SpaceX的暴跌是一场“解禁预期”对“亮眼财报”的碾压，预示着AI明星股在巨额持仓解禁面前的脆弱性。AMD的下跌则暴露了高估值环境下投资者对增长节奏的极致苛求。</p><p style=\"text-align: left;\">今夜，闪迪与西部数据的财报将决定AI存储“超级周期”的成色——是估值重估的绝佳机会，还是周期见顶前的最后狂欢，答案将在盘后揭晓。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>标普500续刷高点，闪迪、西部数据业绩放榜，三大事件博弈决定AI牛市叙事</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标普500续刷高点，闪迪、西部数据业绩放榜，三大事件博弈决定AI牛市叙事\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-05 21:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1476496.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周三开盘，美股三大指数全线走强，道指涨0.33%，纳指涨0.43%，标普500涨0.45%。若涨势延续至收盘，标普500指数有望连续第二个交易日创下历史新高。Truist Advisory Services首席投资官Keith Lerner表示：“现有证据仍然支持我们对牛市抱有信心。盈利仍然是我们关注的焦点，经济持续展现韧性，市场广度不断扩大，估值过高的问题也已基本得到解决。”油价走低与美伊谈判...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1476496.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{"PSQ":"做空纳斯达克100指数ETF-ProShares","SPYM":"投资组合标普500指数ETF-SPDR","SPUU":"Direxion Daily S&P 500 Bull 2x Shares","HIBL":"Direxion Daily S&P 500 High Beta Bull 3X Shares","NJAN":"Innovator Growth-100 Power Buffer ETF - 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April","MMAX":"iShares Large Cap Max Buffer Mar ETF","UPRO":"三倍做多标普500ETF-ProShares","TQQY":"GraniteShares YieldBOOST QQQ ETF","UDOW":"三倍做多道指30ETF-ProShares","SPXS":"三倍做空标普500ETF-Direxion","DIA":"道琼斯ETF","IVV":"标普500ETF-iShares","YSPY":"GraniteShares YieldBOOST SPY ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/1476496.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2657254016","content_text":"周三开盘，美股三大指数全线走强，道指涨0.33%，纳指涨0.43%，标普500涨0.45%。若涨势延续至收盘，标普500指数有望连续第二个交易日创下历史新高。Truist Advisory Services首席投资官Keith Lerner表示：“现有证据仍然支持我们对牛市抱有信心。盈利仍然是我们关注的焦点，经济持续展现韧性，市场广度不断扩大，估值过高的问题也已基本得到解决。”油价走低与美伊谈判进展：三大期指温和走高，标普有望冲击历史新高截至发稿，道指盘初涨0.33%，纳指涨0.43%，标普500涨0.45%。前一个交易日，标普500指数已收涨1.79%至7736.51点，创下6月以来首次历史收盘新高。推动市场情绪的核心因素包括：特朗普表示与伊朗的谈判“进展非常顺利”，暗示霍尔木兹海峡有望重新开放;美国海关已退回约1000亿美元此前根据《国际紧急经济权力法》征收的关税。油价与金银价格同步上涨，伦敦金现涨2.08%至4166.77美元/盎司。WTI原油价格小幅上涨0.3%至每桶76美元左右。此前美国总统特朗普表示与伊朗的谈判“进展非常顺利”，地缘政治风险边际缓和为市场提供了支撑。事件一：存储芯片“超级周期”迎终极大考，闪迪与西部数据财报今夜揭晓存储芯片板块是今日盘后的绝对焦点。盘后，两家AI存储明星股——闪迪(SNDK.US)与西部数据(WDC.US)——将同时发布财报，成为市场最核心的焦点。这两家公司都是今年基准指数上涨的主要贡献者，市场正屏息等待财报来验证AI存储周期的可持续性。市场普遍预期闪迪将公布利润和营收大幅增长，更重要的是，在亚马逊(AMZN.US)和微软(MSFT.US)等科技巨头上周承诺继续大力投资人工智能计算基础设施之后，闪迪预计也将给出乐观的业绩指引。这两家公司的股价在强劲的财报发布后大幅上涨，但闪迪类似的业绩能否引发股价类似上涨仍待观察。闪迪此前官方指引显示，Q4营收在77.5亿至82.5亿美元之间，环比增长约34%，较上年同期暴增逾320%;非GAAP毛利率预计79%至81%，非GAAP摊薄每股收益为30至33美元。华尔街预期更为激进：市场一致预期营收83.9亿美元，环比增长41%;预期每股收益33.01美元，环比增长43%。Seeking Alpha旗下Cavenagh Research则给出了更高的预测——营收84亿至87亿美元，非GAAP每股收益约36美元。西部数据方面，分析师预计第四财季营收37.1亿美元，同比增长43%，调整后每股收益3.35美元，较去年同期几乎翻番。分析师们普遍预计西部数据业绩将大幅超出预期并上调展望。7月闪迪股价暴跌47%，市值蒸发超1500亿美元，创2025年2月上市以来最糟糕单月表现。但本周该股已连续两日反弹，周一上涨6%，周二再涨11%。期权市场预计财报发布后闪迪股价可能出现约14%的波动。FactSet数据显示，已公布财报的61%标普500成分股中，86%盈利优于预期，整体盈利年增率超过47%，广度和幅度均创近五年最佳单季表现。事件二：SpaceX重挫逾12%，首份季报遇上史上最大解禁SpaceX(SPCX.US)盘初交易时段股价暴跌超12%。尽管公司上市后首份季报表现亮眼——二季度收入78亿美元，同比增长92%;调整后EBITDA为35亿美元，同比增长191%——但AI业务运营亏损12.6亿美元及资本开支183.7亿美元引发市场忧虑。更大的压力来自明日即将到来的限售股解禁。SpaceX多达9.12亿股禁售股将于美东时间周四解禁，按8月4日收盘价125.33美元计算，解禁市值约1140亿美元，相当于当前流通盘的1.4倍——这将是美国资本市场历史上最大规模的锁定期解禁。业内预期近阶段将出现大量抛售，一些IPO前投资者正寻求套现以抢购Anthropic和OpenAI等企业的私募股票。S3 Partners数据显示，截至7月29日，SpaceX空头头寸已达2.193亿股，占可公开交易股票的34%，较6月16日的2330万股激增逾840%。Renaissance Capital高级策略师Matt Kennedy表示：“SpaceX的员工和早期投资者将很难抗拒出售股票的机会，因为他们手握巨额收益。”机构经纪公司R.F. Lafferty & Co.首席执行官Robert Hackel透露，已有大量早期投资者来电，希望套现SpaceX股份以抢购OpenAI、Anthropic等即将IPO的AI企业私募股票。事件三：AMD指引未达激进预期股价下跌AMD(AMD.US)周二盘后公布财报，Q2营收同比增长50%至115.36亿美元，高于预期的113亿美元，创历史新高。数据中心营收达67亿美元，同比增长107%，营收占比达58%。然而，问题出在Q3指引。AMD预计第三季度营收约130亿美元，上下浮动3亿美元。尽管这一指引高于华尔街平均预期的125亿美元，但部分激进投资者此前已将预期推高至远高于130亿美元的水平。财报公布后，AMD股价盘初下挫5%。CEO苏姿丰在财报电话会上强调，数据中心业务将在2027年实现“超过一倍增长”，AI相关市场规模将在2030年达到1.4万亿美元。但市场似乎更关心短期节奏。今年以来AMD已累计上涨超一倍，高估值意味着任何“不完美”都会被放大。结语今日美股盘前呈现一幅微妙的图景：宏观层面，三大指数温和上扬，财报季整体盈利增速超47%为市场提供了坚实支撑;微观层面，个股的极端分化揭示了当前市场的核心矛盾——“超预期”已不再是护身符，市场正在用最苛刻的标准重新审视每一份财报和每一则指引。SpaceX的暴跌是一场“解禁预期”对“亮眼财报”的碾压，预示着AI明星股在巨额持仓解禁面前的脆弱性。AMD的下跌则暴露了高估值环境下投资者对增长节奏的极致苛求。今夜，闪迪与西部数据的财报将决定AI存储“超级周期”的成色——是估值重估的绝佳机会，还是周期见顶前的最后狂欢，答案将在盘后揭晓。","news_type":1,"symbols_score_info":{"SPUU":0.6,"QMAR":0.6,"QID":0.6,"QQQM":0.6,"DDM":0.6,"UDOW":0.6,"PSQ":0.6,"NJUL":0.6,"YSPY":0.6,"02834":0.6,"SPYH":0.6,"TQQQ":0.6,"SPXS":0.6,"SH":0.6,"DXD":0.6,"SPXL":0.6,"03086":0.6,"09086":0.6,"DOG":0.6,"HIBL":0.6,"IVV":0.6,"QQQ":0.6,"07522":0.6,"NAPR":0.6,"VOO":0.6,"SPYU":0.6,"07568":0.6,"NDX":2,"SPXU":0.6,"GPIQ":0.6,"SDOW":0.6,"SSO":0.6,"MMAX":0.6,"NOCT":0.6,"03034":0.6,"SMAX":0.6,"07266":0.6,"NJAN":0.6,"SPDN":0.6,"DIA":0.6,".IXIC":2,".SPX":2,"UPRO":0.6,"QDEC":0.6,"TQQY":0.6,"07261":0.6,"SDS":0.6,"03455":0.6,"QLD":0.6,"QQQX":0.6,"09834":0.6,"SPY":0.6,"SPYQ":0.6,"DMAX":0.6,"SPYM":0.6,"SQQQ":0.6,".DJI":2}},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593595525072032,"gmtCreate":1785937538454,"gmtModify":1785937540427,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4151362569926120","authorIdStr":"4151362569926120"},"themes":[],"title":"","htmlText":"泡沫化‌<a href=\"\">[贱笑]&nbsp;</a>‌","listText":"泡沫化‌<a href=\"\">[贱笑]&nbsp;</a>‌","text":"泡沫化‌[贱笑] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593595525072032","repostId":"1165719053","repostType":2,"repost":{"id":"1165719053","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":1785937350,"share":"https://www.laohunote.com/m/news/1165719053?lang=zh_CN&edition=full","pubTime":"2026-08-05 21:42","market":"us","language":"zh","title":"英伟达股价涨潮4%创2个月新高，连续5日上涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1165719053","media":"老虎资讯综合","summary":"8月5日，英伟达涨超4%，股价创6月4日以来新高，总市值报5.38万亿美元，该股已连续5日上涨。","content":"<html><head></head><body><p>8月5日，英伟达涨超4%，股价创6月4日以来新高，总市值报5.38万亿美元，该股已连续5日上涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc8e94644024209fcc5c239f68916c3a\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达股价涨潮4%创2个月新高，连续5日上涨</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\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: 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ETF-GraniteShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165719053","content_text":"8月5日，英伟达涨超4%，股价创6月4日以来新高，总市值报5.38万亿美元，该股已连续5日上涨。","news_type":1,"symbols_score_info":{"NVDL":0.6,"NVDU":0.6,"NVDG":0.6,"NVDA":2,"NVDS":0.6,"NVDB":0.6,"NVDX":0.6,"NVDO":0.6,"NVII":0.6,"NVDQ":0.6,"NVDW":0.6,"ANV":0.6,"NVDY":0.6,"07388":0.6,"DIPS":0.6,"NVDD":0.6,"NVYY":0.6,"07788":0.6,"NVD":0.6}},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593539621344512,"gmtCreate":1785923892724,"gmtModify":1785923894533,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4151362569926120","authorIdStr":"4151362569926120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2609(CLmain)$&nbsp;</a> 协议遥遥无期！","listText":"<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2609(CLmain)$&nbsp;</a> 协议遥遥无期！","text":"$WTI原油主连 2609(CLmain)$ 协议遥遥无期！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593539621344512","isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593509777666576,"gmtCreate":1785916531782,"gmtModify":1785916533865,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4151362569926120","authorIdStr":"4151362569926120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2609(CLmain)$&nbsp;</a> 红海危机四伏！","listText":"<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2609(CLmain)$&nbsp;</a> 红海危机四伏！","text":"$WTI原油主连 2609(CLmain)$ 红海危机四伏！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593509777666576","isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593502405550224,"gmtCreate":1785914749228,"gmtModify":1785914751098,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4151362569926120","authorIdStr":"4151362569926120"},"themes":[],"title":"","htmlText":"胡塞武装称击中沙特油轮！","listText":"胡塞武装称击中沙特油轮！","text":"胡塞武装称击中沙特油轮！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593502405550224","repostId":"1156159152","repostType":2,"repost":{"id":"1156159152","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":1785895917,"share":"https://www.laohunote.com/m/news/1156159152?lang=zh_CN&edition=full","pubTime":"2026-08-05 10:11","market":"us","language":"zh","title":"美国、伊朗和阿曼正接近达成重开霍尔木兹海峡的临时协议，美国计划于周三宣布此事","url":"https://stock-news.laohu8.com/highlight/detail?id=1156159152","media":"老虎资讯综合","summary":"据AXIOS，美国接近就霍尔木兹海峡达成协议，目标是在周三宣布。据两名地区消息人士和一名美国官员称，美国、伊朗和阿曼正接近达成一项临时协议，以重新开放霍尔木兹海峡，美国方面计划于周三宣布此事。这一初步协议将满足伊朗对霍尔木兹海峡交通管控权的若干要求——这是战争前伊朗所没有的控制权。据两名地区消息人士透露，正在讨论的协议将在霍尔木兹海峡建立一个为期60天的临时安排，且安排时间可能被延长。","content":"<html><head></head><body><p style=\"text-align: left;\">据AXIOS，美国接近就霍尔木兹海峡达成协议，目标是在周三宣布。</p><p style=\"text-align: left;\">据两名地区消息人士和一名美国官员称，美国、伊朗和阿曼正接近达成一项临时协议，以重新开放霍尔木兹海峡，美国方面计划于周三宣布此事。</p><p style=\"text-align: left;\">这一初步协议将满足伊朗对霍尔木兹海峡交通管控权的若干要求——这是战争前伊朗所没有的控制权。</p><p style=\"text-align: left;\">据两名地区消息人士透露，正在讨论的协议将在霍尔木兹海峡建立一个为期60天的临时安排，且安排时间可能被延长。</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>美国、伊朗和阿曼正接近达成重开霍尔木兹海峡的临时协议，美国计划于周三宣布此事</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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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美国、伊朗和阿曼正接近达成重开霍尔木兹海峡的临时协议，美国计划于周三宣布此事\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\">2026-08-05 10:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">据AXIOS，美国接近就霍尔木兹海峡达成协议，目标是在周三宣布。</p><p style=\"text-align: left;\">据两名地区消息人士和一名美国官员称，美国、伊朗和阿曼正接近达成一项临时协议，以重新开放霍尔木兹海峡，美国方面计划于周三宣布此事。</p><p style=\"text-align: left;\">这一初步协议将满足伊朗对霍尔木兹海峡交通管控权的若干要求——这是战争前伊朗所没有的控制权。</p><p style=\"text-align: left;\">据两名地区消息人士透露，正在讨论的协议将在霍尔木兹海峡建立一个为期60天的临时安排，且安排时间可能被延长。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/73d0237e57a87ac0832ad5bcd48adb22","relate_stocks":{"USO":"美国原油ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156159152","content_text":"据AXIOS，美国接近就霍尔木兹海峡达成协议，目标是在周三宣布。据两名地区消息人士和一名美国官员称，美国、伊朗和阿曼正接近达成一项临时协议，以重新开放霍尔木兹海峡，美国方面计划于周三宣布此事。这一初步协议将满足伊朗对霍尔木兹海峡交通管控权的若干要求——这是战争前伊朗所没有的控制权。据两名地区消息人士透露，正在讨论的协议将在霍尔木兹海峡建立一个为期60天的临时安排，且安排时间可能被延长。","news_type":1,"symbols_score_info":{"CLmain":2,"USO":2}},"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593502115611672,"gmtCreate":1785914728295,"gmtModify":1785914730400,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4151362569926120","authorIdStr":"4151362569926120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2609(CLmain)$&nbsp;</a> 胡塞武装称击中沙特油轮！","listText":"<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2609(CLmain)$&nbsp;</a> 胡塞武装称击中沙特油轮！","text":"$WTI原油主连 2609(CLmain)$ 胡塞武装称击中沙特油轮！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593502115611672","isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591806749516328,"gmtCreate":1785510537677,"gmtModify":1785510539726,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4151362569926120","authorIdStr":"4151362569926120"},"themes":[],"title":"","htmlText":"美国国企？‌<a href=\"\">[开心]&nbsp;</a>‌‌<a href=\"\">[贱笑]&nbsp;</a>‌衰落？","listText":"美国国企？‌<a href=\"\">[开心]&nbsp;</a>‌‌<a href=\"\">[贱笑]&nbsp;</a>‌衰落？","text":"美国国企？‌[开心] ‌‌[贱笑] ‌衰落？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591806749516328","repostId":"2655362663","repostType":2,"repost":{"id":"2655362663","kind":"news","pubTimestamp":1785507300,"share":"https://www.laohunote.com/m/news/2655362663?lang=zh_CN&edition=full","pubTime":"2026-07-31 22:15","market":"us","language":"zh","title":"特朗普政府将6家芯片企业纳入政府持股清单，目前政府参股企业总数已达30家","url":"https://stock-news.laohu8.com/highlight/detail?id=2655362663","media":"环球市场播报","summary":"本周，特朗普政府扩容政府产业投资持仓。6 家半导体企业签署意向书，企业将获得政府资金扶持，作为交换，美国政府取得对应企业少数非控股股权。卡托研究所分析师泰德德黑文统计显示，这批新协议将在未来数月完成最终落地，届时特朗普政府参股企业总数将增至 30 家。特朗普政府彻底调转思路，目前已有 18 家半导体上下游企业达成合作，所有补贴方案均附带政府入股条款。本次 6 家芯片企业对应的政府具体持股比例暂未对外公布。","content":"<html><head></head><body><p style=\"text-align: left;\">本周，特朗普政府扩容政府产业投资持仓。6 家半导体企业签署意向书，企业将获得政府资金扶持，作为交换，美国政府取得对应企业<strong>少数非控股股权</strong>。</p><p style=\"text-align: left;\">卡托研究所分析师泰德・德黑文统计显示，这批新协议将在未来数月完成最终落地，届时特朗普政府参股企业总数将增至 30 家。</p><p style=\"text-align: left;\">德黑文本周表示：“这份公告最值得关注的一点在于，政府持股正在变得稀松平常。”</p><p style=\"text-align: left;\">本轮投资资金全部来自 2022 年《芯片与科学法案》，补贴总额最高可达 8.74 亿美元，用于企业搭建先进算力与人工智能配套新型基建。本次名单涵盖 6 家半导体公司；另外格芯（GFS）曾在 5 月单独和美国政府达成量子芯片合作协议，如今又拿到第二轮补贴资格。</p><p style=\"text-align: left;\">美国商务部长霍华德・卢特尼克在声明中称：“这批战略性投资将强化美国本土产业能力、创造高薪岗位，保障美国在全球半导体行业保持领跑地位。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ca85231b397851c5b1880e6acbb87ce6\" data-align=\"center\" tg-width=\"550\" tg-height=\"366\"/><span>2026 年 3 月 31 日，美国华盛顿白宫椭圆办公室，美国总统特朗普签署行政令并发表讲话</span></p><p style=\"text-align: left;\">这份《芯片与科学法案》2022 年获批，由前总统拜登签署生效。拜登政府使用法案资金时仅发放无偿补助，不会换取企业股权抖音百科。</p><p style=\"text-align: left;\">特朗普政府彻底调转思路，目前已有 18 家半导体上下游企业达成合作，所有补贴方案均附带政府入股条款。</p><p style=\"text-align: left;\">芯片只是美国政府多元化产业持股的其中一环，政府投资版图还覆盖量子计算、钢铁、核电、稀土矿产。</p><p style=\"text-align: left;\">今年 5 月，美国政府向多家量子科技企业追加投资（包括为 <a href=\"https://laohu8.com/S/IBM\">IBM</a> 新项目拨款），依旧以获取股权作为资金对价，即便市场质疑量子产业短期商业化落地难度极大。</p><p style=\"text-align: left;\">过去一年，特朗普所有投资动作均把国家安全放在首位，目标兼顾盈利回报与战略产业扶持。当年批准日本制铁收购<a href=\"https://laohu8.com/S/X\">美国钢铁</a>时，美国政府拿到美国钢铁的<strong>黄金股（一票否决特权股）</strong>；同时持有西屋电气核电公司 8% 股权。</p><p style=\"text-align: left;\">所有投资里，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>（INTC）最为瞩目。</p><p style=\"text-align: left;\">去年 8 月这笔投资落地至今，这家美国芯片巨头股价屡创历史新高，美国政府账面浮盈超 700 亿美元，特朗普多次公开高调宣传这笔投资。</p><p style=\"text-align: left;\">特朗普近期在真实社交平台发文：“恭喜全体美国民众，我们完成了一笔极其成功的投资。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4e9132f89c0a83cc94477ed47aa418e3\" data-align=\"center\" tg-width=\"550\" tg-height=\"366\"/><span>2026 年 6 月 2 日，英特尔 CEO 陈立武在台北电脑展（Computex）发表主题演讲。</span></p><p style=\"text-align: left;\">过去一年，美国陆续入股多家稀土企业，包括永磁材料厂商伏尔坎元素、矿业企业 MP 材料、美国稀土公司。</p><p style=\"text-align: left;\">整体来看，特朗普政府在至少 5 家稀土企业持有 5%~15% 不等股权。</p><p style=\"text-align: left;\">稀土领域的合作模式和本轮半导体补贴逻辑高度一致：政府向风险更高的中小型初创企业发放补助，以此换取股权。</p><p style=\"text-align: left;\">美国商务部半导体创新与投资执行主任比尔・弗劳恩霍费尔表示，本轮补贴旨在让企业获得充足带宽与能效优势，安全、快速落地大规模复杂 AI 算力任务。</p><p style=\"text-align: left;\">若本次意向书全部落地，总计 8.74 亿美元补贴将分配给开普勒、多光束、埃克索匹克、新电子、奥布西迪亚半导体、艾鲁玛六家企业，单家补贴金额区间为 3000 万至 2.45 亿美元。</p><p style=\"text-align: left;\">格芯拿到本轮最高补贴。除去 5 月已敲定的 3.75 亿美元拨款，本次可额外获得最高 3 亿美元政府资金。格芯此前披露，5 月首轮补贴对应美国政府约 1% 股权。</p><p style=\"text-align: left;\">本次 6 家芯片企业对应的政府具体持股比例暂未对外公布。</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>特朗普政府将6家芯片企业纳入政府持股清单，目前政府参股企业总数已达30家</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普政府将6家芯片企业纳入政府持股清单，目前政府参股企业总数已达30家\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-31 22:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-07-31/doc-iniktkau9255493.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本周，特朗普政府扩容政府产业投资持仓。6 家半导体企业签署意向书，企业将获得政府资金扶持，作为交换，美国政府取得对应企业少数非控股股权。卡托研究所分析师泰德・德黑文统计显示，这批新协议将在未来数月完成最终落地，届时特朗普政府参股企业总数将增至 30 家。德黑文本周表示：“这份公告最值得关注的一点在于，政府持股正在变得稀松平常。”本轮投资资金全部来自 2022 年《芯片与科学法案》，补贴总额最高可达...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-07-31/doc-iniktkau9255493.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/ca85231b397851c5b1880e6acbb87ce6","relate_stocks":{"INTC":"英特尔","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","INTW":"2倍做多INTC ETF-GraniteShares","HK0000304805.HKD":"PICTET 战略收益基金 P类港元","BK4554":"元宇宙及AR概念","TTEQ":"T. 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银就是大国战略储备，随着其高端工业属性上升，哪个国家都不嫌多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583430569300336","isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583429998714912,"gmtCreate":1783470477846,"gmtModify":1783470480141,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4151362569926120","authorIdStr":"4151362569926120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/SImain\">$白银主连 2609(SImain)$&nbsp;</a> 银就是大国战略储备，随着其高端工业属性上升，哪个国家都不嫌多","listText":"<a href=\"https://laohu8.com/FUT/SImain\">$白银主连 2609(SImain)$&nbsp;</a> 银就是大国战略储备，随着其高端工业属性上升，哪个国家都不嫌多","text":"$白银主连 2609(SImain)$ 银就是大国战略储备，随着其高端工业属性上升，哪个国家都不嫌多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583429998714912","isVote":1,"tweetType":1,"viewCount":817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583426756124952,"gmtCreate":1783469687534,"gmtModify":1783469689267,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4151362569926120","authorIdStr":"4151362569926120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/SICmain\">$100盎司白银主连 2609(SICmain)$ </a> 行业想用“铜”替代“银”，本质上是在用“潜在的寿命风险”去换取“眼下的成本下降”。一旦未来因为铜的衰减导致电站后半期的发电量暴跌，当初省下的那点银浆钱，可能在发电量损失面前不值一提。","listText":"<a href=\"https://laohu8.com/FUT/SICmain\">$100盎司白银主连 2609(SICmain)$ </a> 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