Blackland的个人主页 - 老虎社区

Blackland

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IP属地：广东

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3粉丝

1主题

0勋章

08-04

$中际旭创(03308)$ 就这烂公司也值1万亿

08-28 23:04

$英伟达(NVDA)$ 历史巨大泡沫即将破掉，拭目以待

08-20

$CME比特币主连 2608(BTCmain)$ 没任何意义了，已经非去中心化的东东了

07-16

有什么意义，ai烂大街了，偶尔用下和庞大资本开始比不算什么

港股直击｜阿里大升 5%，千问将作为AI能力集成至「Apple智能」；百度升4%，苹果与其合作开发一种基于AI的搜寻功能

07-15

$阿里巴巴(BABA)$ 直接和间接有什么不同?问题是直接更烂，就是个摆设，谁会用你千问

2025-05-10

想的都挺美，出了体力劳动抢破头，脑力将被AI替代。

2024-11-28

$美元/离岸人民币(USDCNH.FOREX)$ 经济太差，明年出口将大幅下滑，要不要保。国内再怎么刺激，保障差人不敢花钱，消费起不来，消费不是靠刺激的

08-27 12:31

已经到头了，多少年的都提现了，再忽悠也没用

黄仁勋驳斥“循环融资”质疑：AI行业需要巨额资金英伟达投资风险很低

08-06

$WTI原油主连 2609(CLmain)$ 越往后拖，石油越容易猛涨

07-31

$SK海力士(SKHY)$ 这种国家和市场，等着继续暴跌吧

去老虎APP查看更多动态

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历史巨大泡沫即将破掉，拭目以待","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601671389861336","isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601161865101528,"gmtCreate":1787805084791,"gmtModify":1787805663203,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"已经到头了，多少年的都提现了，再忽悠也没用","listText":"已经到头了，多少年的都提现了，再忽悠也没用","text":"已经到头了，多少年的都提现了，再忽悠也没用","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601161865101528","repostId":"2662727811","repostType":2,"repost":{"id":"2662727811","kind":"live","pubTimestamp":1787803101,"share":"https://www.laohunote.com/m/news/2662727811?lang=zh_CN&edition=full","pubTime":"2026-08-27 11:58","market":"us","language":"zh","title":"黄仁勋驳斥“循环融资”质疑：AI行业需要巨额资金 英伟达投资风险很低","url":"https://stock-news.laohu8.com/highlight/detail?id=2662727811","media":"格隆汇","summary":"英伟达CEO黄仁勋当地时间周三为公司日益深入参与人工智能行业融资进行了辩护。他反驳了外界关于英伟达向其他AI公司提供资金支持，是为了人为推高自身营收增长的批评。“这是第一代需要数百亿美元融资才能发展起","content":"<html><body>英伟达CEO黄仁勋当地时间周三为公司日益深入参与人工智能行业融资进行了辩护。他反驳了外界关于英伟达向其他AI公司提供资金支持，是为了人为推高自身营收增长的批评。“这是第一代需要数百亿美元融资才能发展起来的初创公司。”“上一次有人听说一家初创公司需要数十亿美元才能起步、还需要数百亿美元才能实现盈利，是什么时候？这种情况过去从来没有发生过。但这正是AI行业的特点。开发AI的成本、部署AI的成本都非常高，这是一个高度资本密集型行业。”\n对于英伟达可能因为被投企业经营困难而最终承担损失的担忧，黄仁勋也予以反驳。他表示，英伟达的计算基础设施可以在不同客户和不同工作负载之间重新部署，因此公司对任何单一投资的风险敞口都是有限的。“我们投入的资金将带来非常可观的回报。”“我认为风险很低。”</body></html>","source":"live_gelonghui","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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ACC"},"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2662727811","content_text":"英伟达CEO黄仁勋当地时间周三为公司日益深入参与人工智能行业融资进行了辩护。他反驳了外界关于英伟达向其他AI公司提供资金支持，是为了人为推高自身营收增长的批评。“这是第一代需要数百亿美元融资才能发展起来的初创公司。”“上一次有人听说一家初创公司需要数十亿美元才能起步、还需要数百亿美元才能实现盈利，是什么时候？这种情况过去从来没有发生过。但这正是AI行业的特点。开发AI的成本、部署AI的成本都非常高，这是一个高度资本密集型行业。”\n对于英伟达可能因为被投企业经营困难而最终承担损失的担忧，黄仁勋也予以反驳。他表示，英伟达的计算基础设施可以在不同客户和不同工作负载之间重新部署，因此公司对任何单一投资的风险敞口都是有限的。“我们投入的资金将带来非常可观的回报。”“我认为风险很低。”","news_type":1,"symbols_score_info":{"NVDY":0.6,"NVII":0.6,"TTEQ":0.6,"NVDW":0.6,"ANV":0.6,"VGT":0.6,"SHOC":0.6,"XLK":0.6,"NVYY":0.6,"3NVD.UK":0.6,"ABFL":0.6,"THMR":0.6,"ROM":0.6,"07788":0.6,"ILDR":0.6,"NVDX":0.6,"TEK":0.6,"FAI":0.6,"CNEQ":0.6,"FTEC":0.6,"SOXX":0.6,"VT":0.6,"CLSE":0.6,"CHPX":0.6,"07388":0.6,"USD":0.6,"JGRO":0.6,"NVDS":0.6,"EFIV":0.6,"METV":0.6,"NVDQ":0.6,"USXF":0.6,"SNVD.UK":0.6,"2NVD.UK":0.6,"NVD":0.6,"GAMR":0.6,"DIPS":0.6,"ESLG":0.6,"NVD3.UK":0.6,"NVDO":0.6,"SNVDAmain":0.6,"NVC":0.6,"NVDL":0.6,"NVDD":0.6,"NVDS.UK":0.6,"TYLG":0.6,"SPTE":0.6,"SOXY":0.6,"SMH":0.6,"WISE":0.6,"NVDU":0.6,"TRFK":0.6,"NVDG":0.6,"FDTX":0.6,"SOXQ":0.6,"IETC":0.6,"NVDB":0.6,"AIFD":0.6,"NVDA":1.97,"SNPE":0.6,"ESUM":0.6,"AGOX":0.6,"AIPI":0.6,"NVD2.UK":0.6,"NULC":0.6,"CMAG":0.6,"NVIW.SI":0.6,"SMHX":0.6,"IXN":0.6,"LFGY":0.6,"TTXU":0.6}},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":599242282426480,"gmtCreate":1787325186779,"gmtModify":1787325188800,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"数字货比就是虚的，和美元有啥区别","listText":"数字货比就是虚的，和美元有啥区别","text":"数字货比就是虚的，和美元有啥区别","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/599242282426480","repostId":"1139976627","repostType":2,"repost":{"id":"1139976627","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":1787320026,"share":"https://www.laohunote.com/m/news/1139976627?lang=zh_CN&edition=full","pubTime":"2026-08-21 21:47","market":"us","language":"zh","title":"美股加密货币概念股走强，Robinhood涨超12%，Circle涨超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1139976627","media":"老虎资讯综合","summary":"8月21日，美股加密货币概念股集体走强，$Robinhood(HOOD)$涨超12%，$Circle(CRCL)$涨超10%，$Coinbase(COIN)$涨近9%，$Strategy(MSTR)$涨超7%。","content":"<html><head></head><body><p style=\"text-align: left;\"><span>8月21日，美股加密货币概念股集体走强，<a href=\"https://laohu8.com/S/HOOD\">Robinhood</a>涨超12%，<a href=\"https://laohu8.com/S/CRCL\">Circle</a>涨超10%，<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>涨近9%，<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>涨超7%。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7a31f62d0d6c4c6f76b93079709085f\" data-align=\"center\" tg-width=\"378\" tg-height=\"452\"/><span></span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股加密货币概念股走强，Robinhood涨超12%，Circle涨超10%</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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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\">2026-08-21 21:47</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;\"><span>8月21日，美股加密货币概念股集体走强，<a href=\"https://laohu8.com/S/HOOD\">Robinhood</a>涨超12%，<a href=\"https://laohu8.com/S/CRCL\">Circle</a>涨超10%，<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>涨近9%，<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>涨超7%。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7a31f62d0d6c4c6f76b93079709085f\" data-align=\"center\" tg-width=\"378\" tg-height=\"452\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9712b6f035d7a01dae3855140d621802","relate_stocks":{"BK4596":"哈里斯概念","BK4600":"加密货币概念","BK4588":"碎股","HODU":"Direxion Daily 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href=\"https://laohu8.com/FUT/BTCmain\">$CME比特币主连 2608(BTCmain)$ </a>&nbsp; 没任何意义了，已经非去中心化的东东了","listText":"<a href=\"https://laohu8.com/FUT/BTCmain\">$CME比特币主连 2608(BTCmain)$ </a>&nbsp; 没任何意义了，已经非去中心化的东东了","text":"$CME比特币主连 2608(BTCmain)$ 没任何意义了，已经非去中心化的东东了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/598887194043784","isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"12012867840342","authorId":"12012867840342","name":"王6688","avatar":"https://static.tigerbbs.com/1b5e09cc776acb2a594bc0fa0eb6772c","crmLevel":7,"crmLevelSwitch":0,"idStr":"12012867840342","authorIdStr":"12012867840342"},"content":"你还是别炒股了，纯纯的反向指标哈哈哈","text":"你还是别炒股了，纯纯的反向指标哈哈哈","html":"你还是别炒股了，纯纯的反向指标哈哈哈"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":598886608958136,"gmtCreate":1787238362145,"gmtModify":1787238364118,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"这个东东已经不再是去中心化的东西了，没啥用了，和美元有什么区别","listText":"这个东东已经不再是去中心化的东西了，没啥用了，和美元有什么区别","text":"这个东东已经不再是去中心化的东西了，没啥用了，和美元有什么区别","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/598886608958136","repostId":"2660476199","repostType":2,"repost":{"id":"2660476199","kind":"news","pubTimestamp":1787176800,"share":"https://www.laohunote.com/m/news/2660476199?lang=zh_CN&edition=full","pubTime":"2026-08-20 06:00","market":"sh","language":"zh","title":"加密市场“牛”来了？比特币突然暴涨，一度突破7万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2660476199","media":"智通财经","summary":"随着行情快速逆转，大量空头被迫平仓，市场出现自2021年有相关记录以来规模最大的比特币空头清算潮。根据Coinglass数据，短短约一小时内，超过10亿美元的比特币空头仓位遭到强制平仓。此前比特币经历数月持续下跌，一度跌至6万美元出头，市场看空情绪不断积累。反弹同时扩散至整个加密货币市场，以太坊盘中一度上涨12%，同样创下3月以来最大单日涨幅。","content":"<html><head></head><body><p>8月20日，比特币周三突然强势反弹，价格最高报70059.9美元，创6月初以来最高水平，同时录得3月以来最大单日涨幅。随着行情快速逆转，大量空头被迫平仓，市场出现自2021年有相关记录以来规模最大的比特币空头清算潮。</p><p>根据Coinglass数据，短短约一小时内，超过10亿美元的比特币空头仓位遭到强制平仓。此前比特币经历数月持续下跌，一度跌至6万美元出头，市场看空情绪不断积累。随着价格突然转向上涨，空头回补产生的大量被动买盘进一步推高币价，形成典型的“逼空”行情。</p><p>此次反弹背后出现多重利好因素。美国总统特朗普当天在白宫会见多家加密货币行业企业高管，包括<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>(COIN.US)、Payward以及Blockchain.com Group Holdings等公司代表，进一步强化市场对特朗普政府推动数字资产友好监管环境的预期。</p><p>与此同时，美国证券交易委员会(SEC)本周提出一项新方案，计划允许部分数字资产发行免于提交证券注册声明。SEC表示，这类豁免措施主要面向处于创业和融资阶段的企业，旨在降低相关公司的融资门槛。此前，美国国会围绕加密货币市场结构立法的推进陷入停滞。</p><p>IG首席技术分析师Axel Rudolph表示，比特币向7万美元逼近主要受到空头回补推动，显示买家信心正在恢复。不过，本轮上涨接下来将面临重要考验，即能否维持当前动能并进一步挑战75,000美元附近区域。</p><p>FalconX市场联席主管Joshua Lim指出，过去数周加密货币交易市场几乎被卖盘和利空消息笼罩，但比特币在6万美元出头区域表现得相当坚挺，这最终推动市场情绪和交易逻辑发生转变。</p><p>技术面也出现明显改善。周三上涨推动比特币重新突破100日和200日移动平均线，这两项均是交易员密切关注的重要技术指标。反弹同时扩散至整个加密货币市场，以太坊盘中一度上涨12%，同样创下3月以来最大单日涨幅。</p><p>期权市场此前的仓位分布也反映出投资者对关键价格区间的押注。根据加密货币交易平台Deribit数据，比特币期权投资者此前在60,000美元附近大量配置下行保护，同时围绕70,000美元布局上涨仓位，相关看跌和看涨期权的未平仓合约高度集中于这两个执行价附近。</p><p>除了监管层面的利好，美国财政部周三意外扩大长期国债回购规模，也成为推动比特币上涨的重要催化剂。美国财政部长贝森特试图缓解长期融资成本持续攀升的压力，财政部宣布将10年至30年期国债的流动性支持回购规模至少提高一倍。</p><p>消息公布后，美国长期国债收益率和美元双双走低，为比特币等风险资产创造了更加有利的市场环境。加密货币流动性和市场数据公司LO:TECH研究主管Adam McCarthy表示，过去几周做空比特币已经成为市场中较为集中的交易，而美国财政部当天释放的政策信号明显提升了投资者信心，并触发资金快速回流比特币等风险资产。</p><p>比特币暴涨也带动加密货币概念股集体走强。美国最大数字资产交易平台之一Coinbase(COIN.US)上涨超9%，比特币持仓大户<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>(MSTR.US)上涨超12%，稳定币发行商<a href=\"https://laohu8.com/S/CRCL\">Circle</a>(CRCL.US)则大涨近10%。</p><p>不过，美国加密货币监管立法仍存在不确定性。旨在建立数字资产市场结构监管框架的《清晰法案》目前在美国参议院陷入停滞，民主党与共和党围绕道德规范等条款存在明显分歧，其中部分争议与特朗普本人参与数字资产行业有关。</p><p>对于比特币而言，接下来的关键在于此次由空头回补推动的快速上涨，能否进一步转化为真正的持续买盘。本轮逼空行情显示，此前市场看空仓位已经高度集中，一旦价格出现反转，大量强制平仓便可能形成自我强化的上涨行情。随着比特币重新逼近7万美元关口，市场焦点将转向买盘能否延续，并进一步挑战75,000美元附近的关键区域。</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>加密市场“牛”来了？比特币突然暴涨，一度突破7万美元</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加密市场“牛”来了？比特币突然暴涨，一度突破7万美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-20 06:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1482311.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月20日，比特币周三突然强势反弹，价格最高报70059.9美元，创6月初以来最高水平，同时录得3月以来最大单日涨幅。随着行情快速逆转，大量空头被迫平仓，市场出现自2021年有相关记录以来规模最大的比特币空头清算潮。根据Coinglass数据，短短约一小时内，超过10亿美元的比特币空头仓位遭到强制平仓。此前比特币经历数月持续下跌，一度跌至6万美元出头，市场看空情绪不断积累。随着价格突然转向上涨，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1482311.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/962be253ee7459c393769e9105cb1429","relate_stocks":{"HOOZ":"2倍做空HOOD ETF-Defiance","RTYY":"GraniteShares YieldBoost RIOT ETF","COIN":"Coinbase Global, Inc.","MSTU":"2倍做多MSTR ETF-T-Rex","CRCG":"2倍做多CRCL ETF-Leverage Shares","HOII":"REX HOOD Growth & Income ETF","CONI":"2倍做空COIN ETF-GraniteShares","MSTR":"Strategy","HOYY":"GraniteShares YieldBOOST HOOD ETF","COYY":"GRANITESHARES YIELDBOOST COIN ETF","MSTW":"Roundhill MSTR WeeklyPay ETF","CRCO":"YIELDMAX CRCL OPTION INCOME STRATEGY ETF","CONL":"2倍做多COIN ETF-GraniteShares","COIA":"ProShares Ultra Coin ETF","CLSZ":"Tradr 2X Short CLSK Daily ETF","CCUP":"T-REX 2x Long CRCL Daily Target ETF","MSTX":"2倍做多MSTR ETF-Defiance","BKKT":"Bakkt Holdings, Inc.","CONX":"Direxion Daily COIN Bull 2X ETF","HUTG":"Leverage Shares 2X Long HUT Daily 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ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/1482311.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2660476199","content_text":"8月20日，比特币周三突然强势反弹，价格最高报70059.9美元，创6月初以来最高水平，同时录得3月以来最大单日涨幅。随着行情快速逆转，大量空头被迫平仓，市场出现自2021年有相关记录以来规模最大的比特币空头清算潮。根据Coinglass数据，短短约一小时内，超过10亿美元的比特币空头仓位遭到强制平仓。此前比特币经历数月持续下跌，一度跌至6万美元出头，市场看空情绪不断积累。随着价格突然转向上涨，空头回补产生的大量被动买盘进一步推高币价，形成典型的“逼空”行情。此次反弹背后出现多重利好因素。美国总统特朗普当天在白宫会见多家加密货币行业企业高管，包括Coinbase(COIN.US)、Payward以及Blockchain.com Group Holdings等公司代表，进一步强化市场对特朗普政府推动数字资产友好监管环境的预期。与此同时，美国证券交易委员会(SEC)本周提出一项新方案，计划允许部分数字资产发行免于提交证券注册声明。SEC表示，这类豁免措施主要面向处于创业和融资阶段的企业，旨在降低相关公司的融资门槛。此前，美国国会围绕加密货币市场结构立法的推进陷入停滞。IG首席技术分析师Axel Rudolph表示，比特币向7万美元逼近主要受到空头回补推动，显示买家信心正在恢复。不过，本轮上涨接下来将面临重要考验，即能否维持当前动能并进一步挑战75,000美元附近区域。FalconX市场联席主管Joshua Lim指出，过去数周加密货币交易市场几乎被卖盘和利空消息笼罩，但比特币在6万美元出头区域表现得相当坚挺，这最终推动市场情绪和交易逻辑发生转变。技术面也出现明显改善。周三上涨推动比特币重新突破100日和200日移动平均线，这两项均是交易员密切关注的重要技术指标。反弹同时扩散至整个加密货币市场，以太坊盘中一度上涨12%，同样创下3月以来最大单日涨幅。期权市场此前的仓位分布也反映出投资者对关键价格区间的押注。根据加密货币交易平台Deribit数据，比特币期权投资者此前在60,000美元附近大量配置下行保护，同时围绕70,000美元布局上涨仓位，相关看跌和看涨期权的未平仓合约高度集中于这两个执行价附近。除了监管层面的利好，美国财政部周三意外扩大长期国债回购规模，也成为推动比特币上涨的重要催化剂。美国财政部长贝森特试图缓解长期融资成本持续攀升的压力，财政部宣布将10年至30年期国债的流动性支持回购规模至少提高一倍。消息公布后，美国长期国债收益率和美元双双走低，为比特币等风险资产创造了更加有利的市场环境。加密货币流动性和市场数据公司LO:TECH研究主管Adam McCarthy表示，过去几周做空比特币已经成为市场中较为集中的交易，而美国财政部当天释放的政策信号明显提升了投资者信心，并触发资金快速回流比特币等风险资产。比特币暴涨也带动加密货币概念股集体走强。美国最大数字资产交易平台之一Coinbase(COIN.US)上涨超9%，比特币持仓大户Strategy(MSTR.US)上涨超12%，稳定币发行商Circle(CRCL.US)则大涨近10%。不过，美国加密货币监管立法仍存在不确定性。旨在建立数字资产市场结构监管框架的《清晰法案》目前在美国参议院陷入停滞，民主党与共和党围绕道德规范等条款存在明显分歧，其中部分争议与特朗普本人参与数字资产行业有关。对于比特币而言，接下来的关键在于此次由空头回补推动的快速上涨，能否进一步转化为真正的持续买盘。本轮逼空行情显示，此前市场看空仓位已经高度集中，一旦价格出现反转，大量强制平仓便可能形成自我强化的上涨行情。随着比特币重新逼近7万美元关口，市场焦点将转向买盘能否延续，并进一步挑战75,000美元附近的关键区域。","news_type":1,"symbols_score_info":{"CONY":0.6,"MSTP":0.6,"IMST":0.6,"BMNU":0.6,"HOOG":0.6,"BMNG":0.6,"CRCG":0.6,"HOII":0.6,"CRCO":0.6,"WNTR":0.6,"BMNZ":0.6,"BMNR":2,"HOOZ":0.6,"MRAL":0.6,"ICRC":0.6,"CRCL":2,"BKKT":2,"HOOI":0.6,"MSTK":0.6,"HOOD":2,"CCUP":0.6,"HODU":0.6,"HOOW":0.6,"RIOX":0.6,"COIA":0.6,"CLSX":0.6,"CONI":0.6,"COYY":0.6,"CONX":0.6,"COII":0.6,"CLSK":2,"COIN":2,"COIG":0.6,"MSTR":2,"COIO":0.6,"MSTX":0.6,"HOYY":0.6,"HUTG":0.6,"FIAT":0.6,"HOOY":0.6,"MSST":0.6,"MAAY":0.6,"COIW":0.6,"MSTZ":0.6,"CRCD":0.6,"SBET":2,"ICOI":0.6,"MSDD":0.6,"MTYY":0.6,"MST":0.6,"RIOT":2,"MSII":0.6,"CONL":0.6,"IMRA":0.6,"MSTW":0.6,"MSTY":0.6,"RTYY":0.6,"MARA":2,"YBMN":0.6,"MSOO":0.6,"CLSZ":0.6,"ROBN":0.6,"HUT":2,"SMST":0.6,"MSTU":0.6,"MARO":0.6,"HOOX":0.6,"SBTU":0.6,"CRCA":0.6}},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":598885750166848,"gmtCreate":1787238211711,"gmtModify":1787238213377,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"跟美元有什么区别","listText":"跟美元有什么区别","text":"跟美元有什么区别","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/598885750166848","repostId":"2660287606","repostType":2,"repost":{"id":"2660287606","kind":"highlight","weMediaInfo":{"introduction":"链捕手ChainCatcher 成立于 2018 年，是一家领先的中文 Web3 媒体及数据服务商。","home_visible":1,"media_name":"链捕手","id":"1041503808","head_image":"https://community-static.tradeup.com/news/64f0784cc29a0d0070f6e968ef6ec7f5"},"pubTimestamp":1787231811,"share":"https://www.laohunote.com/m/news/2660287606?lang=zh_CN&edition=full","pubTime":"2026-08-20 21:16","market":"sh","language":"zh","title":"FASB：稳定币或可按现金等价物列报，提议更新美国会计指引","url":"https://stock-news.laohu8.com/highlight/detail?id=2660287606","media":"链捕手","summary":" ChainCatcher 消息，Bitcoin News 在 X 平台发文表示，美国财务会计准则委员会（FASB）提出新的美国会计指引，符合条件的稳定币可在企业财务报表中分类为现金等价物。根据该提案，符合条件的数字资产需具备以下关键特征：可按需赎回现金；持有人可直接向发行方赎回确定金额的现金；储备资产需隔离管理，并至少由短期、高流动性资产按 1:1 足额支持（DART）。FASB 并未修改现有现金等价物定义，而是明确该定义如何适用于稳定币等数字资产。企业还需每年披露现金等价物的重要组成部分，包括国库券、货币市场基金和稳定币等类别。该提案公开征求意见至 2026 年 11 月 19 日。 ","content":"<html><body><p>ChainCatcher 消息，Bitcoin News 在 X 平台发文表示，美国财务会计准则委员会（FASB）提出新的美国会计指引，符合条件的稳定币可在企业财务报表中分类为现金等价物。</p><p>根据该提案，符合条件的数字资产需具备以下关键特征：可按需赎回现金；持有人可直接向发行方赎回确定金额的现金；储备资产需隔离管理，并至少由短期、高流动性资产按 1:1 足额支持（DART）。FASB 并未修改现有现金等价物定义，而是明确该定义如何适用于稳定币等数字资产。企业还需每年披露现金等价物的重要组成部分，包括国库券、货币市场基金和稳定币等类别。该提案公开征求意见至 2026 年 11 月 19 日。</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>FASB：稳定币或可按现金等价物列报，提议更新美国会计指引</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFASB：稳定币或可按现金等价物列报，提议更新美国会计指引\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1041503808\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/64f0784cc29a0d0070f6e968ef6ec7f5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">链捕手 </p>\n<p class=\"h-time\">2026-08-20 21:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>ChainCatcher 消息，Bitcoin News 在 X 平台发文表示，美国财务会计准则委员会（FASB）提出新的美国会计指引，符合条件的稳定币可在企业财务报表中分类为现金等价物。</p><p>根据该提案，符合条件的数字资产需具备以下关键特征：可按需赎回现金；持有人可直接向发行方赎回确定金额的现金；储备资产需隔离管理，并至少由短期、高流动性资产按 1:1 足额支持（DART）。FASB 并未修改现有现金等价物定义，而是明确该定义如何适用于稳定币等数字资产。企业还需每年披露现金等价物的重要组成部分，包括国库券、货币市场基金和稳定币等类别。该提案公开征求意见至 2026 年 11 月 19 日。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CCUP":"T-REX 2x Long CRCL Daily Target 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平台发文表示，美国财务会计准则委员会（FASB）提出新的美国会计指引，符合条件的稳定币可在企业财务报表中分类为现金等价物。根据该提案，符合条件的数字资产需具备以下关键特征：可按需赎回现金；持有人可直接向发行方赎回确定金额的现金；储备资产需隔离管理，并至少由短期、高流动性资产按 1:1 足额支持（DART）。FASB 并未修改现有现金等价物定义，而是明确该定义如何适用于稳定币等数字资产。企业还需每年披露现金等价物的重要组成部分，包括国库券、货币市场基金和稳定币等类别。该提案公开征求意见至 2026 年 11 月 19 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09:43","market":"us","language":"zh","title":"宇树科技CEO：期望数年内让机器人进入千家万户，完成80%家务","url":"https://stock-news.laohu8.com/highlight/detail?id=1124131273","media":"美股速递","summary":"中国宇树科技首席执行官近日表示，他满怀期待地展望未来——在短短几年内，一款能够胜任家庭中八成日常任务的机器人，有望真正走入普通人的日常生活。这一愿景不仅勾勒出智能家居的崭新图景，也折射出中国机器人产业迅猛攀升的雄心。在他看来，未来家庭中，机器人将不再是冷冰冰的机械装置，而是能够分担家务、解放双手的贴心伙伴。","content":"<p>中国宇树科技首席执行官近日表示，他满怀期待地展望未来——在短短几年内，一款能够胜任家庭中八成日常任务的机器人，有望真正走入普通人的日常生活。这一愿景不仅勾勒出智能家居的崭新图景，也折射出中国机器人产业迅猛攀升的雄心。这位掌门人强调，技术的演进正以令人目眩的速度推进，而将机器人从实验室带入客厅，已然不再是遥不可及的科幻想象。他坦言，实现这一目标仍需跨越诸多工程与成本挑战，但团队正全力攻关，力求让机器人从“能看”走向“能干”，从“辅助”迈向“主力”。在他看来，未来家庭中，机器人将不再是冷冰冰的机械装置，而是能够分担家务、解放双手的贴心伙伴。话语间，那份笃定与热忱，仿佛已勾勒出智能生活触手可及的轮廓。</p>","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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09:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>中国宇树科技首席执行官近日表示，他满怀期待地展望未来——在短短几年内，一款能够胜任家庭中八成日常任务的机器人，有望真正走入普通人的日常生活。这一愿景不仅勾勒出智能家居的崭新图景，也折射出中国机器人产业迅猛攀升的雄心。这位掌门人强调，技术的演进正以令人目眩的速度推进，而将机器人从实验室带入客厅，已然不再是遥不可及的科幻想象。他坦言，实现这一目标仍需跨越诸多工程与成本挑战，但团队正全力攻关，力求让机器人从“能看”走向“能干”，从“辅助”迈向“主力”。在他看来，未来家庭中，机器人将不再是冷冰冰的机械装置，而是能够分担家务、解放双手的贴心伙伴。话语间，那份笃定与热忱，仿佛已勾勒出智能生活触手可及的轮廓。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"688836":"宇树科技-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124131273","content_text":"中国宇树科技首席执行官近日表示，他满怀期待地展望未来——在短短几年内，一款能够胜任家庭中八成日常任务的机器人，有望真正走入普通人的日常生活。这一愿景不仅勾勒出智能家居的崭新图景，也折射出中国机器人产业迅猛攀升的雄心。这位掌门人强调，技术的演进正以令人目眩的速度推进，而将机器人从实验室带入客厅，已然不再是遥不可及的科幻想象。他坦言，实现这一目标仍需跨越诸多工程与成本挑战，但团队正全力攻关，力求让机器人从“能看”走向“能干”，从“辅助”迈向“主力”。在他看来，未来家庭中，机器人将不再是冷冰冰的机械装置，而是能够分担家务、解放双手的贴心伙伴。话语间，那份笃定与热忱，仿佛已勾勒出智能生活触手可及的轮廓。","news_type":1,"symbols_score_info":{"688836":1}},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":594151539319912,"gmtCreate":1786073217822,"gmtModify":1786073219971,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a> 大模型的鬼故事，看你什么时候崩塌，虚头巴脑。","listText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a> 大模型的鬼故事，看你什么时候崩塌，虚头巴脑。","text":"$智谱(02513)$ 大模型的鬼故事，看你什么时候崩塌，虚头巴脑。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/594151539319912","isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":594150680207720,"gmtCreate":1786073001907,"gmtModify":1786075224949,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-W(00100)$ </a> 接盘侠，最扯淡就是这种负资产的大模型公司，看你什么时候崩塌","listText":"<a 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接盘侠，最扯淡就是这种负资产的大模型公司，看你什么时候崩塌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/594150680207720","isVote":1,"tweetType":1,"viewCount":987,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569212011974709","authorId":"3569212011974709","name":"从此山水不相逢","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3569212011974709","authorIdStr":"3569212011974709"},"content":"哪个大模型不是负资产","text":"哪个大模型不是负资产","html":"哪个大模型不是负资产"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593808899015088,"gmtCreate":1785989559342,"gmtModify":1785989561249,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2609(CLmain)$ </a> 越往后拖，石油越容易猛涨","listText":"<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2609(CLmain)$ </a> 越往后拖，石油越容易猛涨","text":"$WTI原油主连 2609(CLmain)$ 越往后拖，石油越容易猛涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593808899015088","isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593803591353176,"gmtCreate":1785988329860,"gmtModify":1785988331846,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"找稳住再慢慢跑，机构那么重浮盈仓位","listText":"找稳住再慢慢跑，机构那么重浮盈仓位","text":"找稳住再慢慢跑，机构那么重浮盈仓位","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593803591353176","repostId":"2657505569","repostType":2,"repost":{"id":"2657505569","kind":"news","pubTimestamp":1785985010,"share":"https://www.laohunote.com/m/news/2657505569?lang=zh_CN&edition=full","pubTime":"2026-08-06 10:56","market":"hk","language":"zh","title":"港股异动 | 中际旭创反弹超8%，获高盛增持324.51万股，业内预估“禁令”传闻落地难度大","url":"https://stock-news.laohu8.com/highlight/detail?id=2657505569","media":"智通财经","summary":"智通财经APP获悉，中际旭创(03308)反弹超11%，高见1249港元创新高。截至发稿，涨10.04%，报1228港元，成交额14.94亿港元。消息面上，尽管美国拟禁止进口中国新款光模块的传闻引发担忧，中际旭创仍低开高走，今早AH股集体反弹。有业内人士预估，即便“禁令”属实，考虑产能差距、技术迭代、原材料等因素，该禁令传闻实际落地难度大。此外，香港联交所最新数据显示，7月30日，高盛集团增持中际旭创324.51万股，每股作价946.4902港元，总金额约为30.71亿港元。增持后，高盛最新持股数目为648.78万股，好仓比例从5.95%一举提升至11.90%。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉，<a href=\"https://laohu8.com/S/300308\">中际旭创</a>(03308)反弹超 8%。消息面上，尽管美国拟禁止进口中国新款光模块的传闻引发担忧，<a href=\"https://laohu8.com/S/03308\">中际旭创</a>仍低开高走，今早AH股集体反弹。有业内人士预估，即便“禁令”属实，考虑产能差距、技术迭代、原材料等因素，该禁令传闻实际落地难度大。</p><p style=\"text-align: left;\">此外，香港联交所最新数据显示，7月30日，<a href=\"https://laohu8.com/S/GS\">高盛</a>集团增持中际旭创324.51万股，每股作价946.4902港元，总金额约为30.71亿港元。增持后，高盛最新持股数目为648.78万股，好仓比例从5.95%一举提升至11.90%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/52ab6a789486ad6fcef1915a71b220ba\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></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>港股异动 | 中际旭创反弹超8%，获高盛增持324.51万股，业内预估“禁令”传闻落地难度大</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港股异动 | 中际旭创反弹超8%，获高盛增持324.51万股，业内预估“禁令”传闻落地难度大\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-06 10:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1476630.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中际旭创(03308)反弹超 8%。消息面上，尽管美国拟禁止进口中国新款光模块的传闻引发担忧，中际旭创仍低开高走，今早AH股集体反弹。有业内人士预估，即便“禁令”属实，考虑产能差距、技术迭代、原材料等因素，该禁令传闻实际落地难度大。此外，香港联交所最新数据显示，7月30日，高盛集团增持中际旭创324.51万股，每股作价946.4902港元，总金额约为30.71亿港元。增持后，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1476630.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/84cb4346ff2cae3b6fbabe81e4833399","relate_stocks":{"300308":"中际旭创","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","03308":"中际旭创","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","SG9999011746.SGD":"PINEBRIDGE INTERNATIONAL FUNDS - ACORNS OF ASIA BA (SGD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC 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8%。消息面上，尽管美国拟禁止进口中国新款光模块的传闻引发担忧，中际旭创仍低开高走，今早AH股集体反弹。有业内人士预估，即便“禁令”属实，考虑产能差距、技术迭代、原材料等因素，该禁令传闻实际落地难度大。此外，香港联交所最新数据显示，7月30日，高盛集团增持中际旭创324.51万股，每股作价946.4902港元，总金额约为30.71亿港元。增持后，高盛最新持股数目为648.78万股，好仓比例从5.95%一举提升至11.90%。","news_type":1,"symbols_score_info":{"300308":1.5,"KCAI":1.5,"03308":1.5,"VXUS":1.5,"GSX":0.6}},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593179724477568,"gmtCreate":1785833822428,"gmtModify":1785833824203,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"未来几十年的估值都算进去了","listText":"未来几十年的估值都算进去了","text":"未来几十年的估值都算进去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593179724477568","isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593156521567016,"gmtCreate":1785828094736,"gmtModify":1785828096682,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/300759\">$康龙化成(300759)$ </a> y医药篇子","listText":"<a href=\"https://laohu8.com/S/300759\">$康龙化成(300759)$ </a> y医药篇子","text":"$康龙化成(300759)$ y医药篇子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593156521567016","isVote":1,"tweetType":1,"viewCount":819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593129915007200,"gmtCreate":1785821595656,"gmtModify":1785821597871,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03308\">$中际旭创(03308)$ </a> 就这烂公司也值1万亿","listText":"<a href=\"https://laohu8.com/S/03308\">$中际旭创(03308)$ </a> 就这烂公司也值1万亿","text":"$中际旭创(03308)$ 就这烂公司也值1万亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/593129915007200","isVote":1,"tweetType":1,"viewCount":1333,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/d8e87dde6bf3c649a64fab23f1240a60","crmLevel":1,"crmLevelSwitch":1,"idStr":"3498680662745699","authorIdStr":"3498680662745699"},"content":"中国没优质标的可炒，就炒这些呗，强行关联","text":"中国没优质标的可炒，就炒这些呗，强行关联","html":"中国没优质标的可炒，就炒这些呗，强行关联"},{"author":{"id":"3444337419887473","authorId":"3444337419887473","name":"丑小妖","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3444337419887473","authorIdStr":"3444337419887473"},"content":"它在全球都是好公司，美国市场也在盯着它呢","text":"它在全球都是好公司，美国市场也在盯着它呢","html":"它在全球都是好公司，美国市场也在盯着它呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":592874373231680,"gmtCreate":1785772333370,"gmtModify":1785772335159,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"为了涨而涨","listText":"为了涨而涨","text":"为了涨而涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/592874373231680","repostId":"2656790372","repostType":2,"repost":{"id":"2656790372","kind":"live","pubTimestamp":1785766493,"share":"https://www.laohunote.com/m/news/2656790372?lang=zh_CN&edition=full","pubTime":"2026-08-03 22:14","market":"us","language":"zh","title":"META上涨6.1%，微软跳升4.7%，亚马逊攀升4.6%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2656790372","media":"智通财经","summary":"META上涨6.1%，微软跳升4.7%，亚马逊攀升4.6%。","content":"<html><body><div>\n<div>\n                  META上涨6.1%，微软跳升4.7%，亚马逊攀升4.6%。                </div>\n</div></body></html>","source":"live_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>META上涨6.1%，微软跳升4.7%，亚马逊攀升4.6%。</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\">\nMETA上涨6.1%，微软跳升4.7%，亚马逊攀升4.6%。\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-03 22:14 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>META上涨6.1%，微软跳升4.7%，亚马逊攀升4.6%。</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823434583.USD":"BNP 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02:25","market":"us","language":"zh","title":"微软Q4财报终结AI算力过剩争论：需求远超供给","url":"https://stock-news.laohu8.com/highlight/detail?id=1140013467","media":"投资观察","summary":"1422 ET - 微软最新财报堪称铁证，有力证明人工智能基础设施建设并未过度扩张。Benchmark分析师Yi Fu Lee在报告中指出：\"投资者对我们最常提出的质疑，就是担忧AI基建存在产能过剩风险。\"他援引Meta考虑出售闲置算力的报道为例，但Azure的亮眼表现——以43%的增速持续攀升，且需求仍远超供给能力——\"彻底终结了这场争论\"。Lee强调：\"公司拥有极为清晰的AI/云客户渠道洞察，任何新上线产能都能被即时消化，这本身就是最有力的证据。我们坚持认为，Azure的增长瓶颈始终在于供给能力而非需求疲软。\"受此提振，微软股价飙升17%。","content":"<html><head></head><body><p>1422 ET - 微软最新财报堪称铁证，有力证明人工智能基础设施建设并未过度扩张。Benchmark分析师Yi Fu Lee在报告中指出：&#34;投资者对我们最常提出的质疑，就是担忧AI基建存在产能过剩风险。&#34;他援引Meta考虑出售闲置算力的报道为例，但Azure的亮眼表现——以43%的增速持续攀升，且需求仍远超供给能力——&#34;彻底终结了这场争论&#34;。Lee强调：&#34;公司拥有极为清晰的AI/云客户渠道洞察，任何新上线产能都能被即时消化，这本身就是最有力的证据。我们坚持认为，Azure的增长瓶颈始终在于供给能力而非需求疲软。&#34;受此提振，微软股价飙升17%。</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\" 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n微软Q4财报终结AI算力过剩争论：需求远超供给\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1076224072\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">投资观察 </p>\n<p class=\"h-time\">2026-07-31 02:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1422 ET - 微软最新财报堪称铁证，有力证明人工智能基础设施建设并未过度扩张。Benchmark分析师Yi Fu Lee在报告中指出：&#34;投资者对我们最常提出的质疑，就是担忧AI基建存在产能过剩风险。&#34;他援引Meta考虑出售闲置算力的报道为例，但Azure的亮眼表现——以43%的增速持续攀升，且需求仍远超供给能力——&#34;彻底终结了这场争论&#34;。Lee强调：&#34;公司拥有极为清晰的AI/云客户渠道洞察，任何新上线产能都能被即时消化，这本身就是最有力的证据。我们坚持认为，Azure的增长瓶颈始终在于供给能力而非需求疲软。&#34;受此提振，微软股价飙升17%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d211dd9fd12bdd4618da31cd315dba69","relate_stocks":{"MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) 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Lee在报告中指出：\"投资者对我们最常提出的质疑，就是担忧AI基建存在产能过剩风险。\"他援引Meta考虑出售闲置算力的报道为例，但Azure的亮眼表现——以43%的增速持续攀升，且需求仍远超供给能力——\"彻底终结了这场争论\"。Lee强调：\"公司拥有极为清晰的AI/云客户渠道洞察，任何新上线产能都能被即时消化，这本身就是最有力的证据。我们坚持认为，Azure的增长瓶颈始终在于供给能力而非需求疲软。\"受此提振，微软股价飙升17%。","news_type":1,"symbols_score_info":{"MSFY":1,"IXN":1,"TYLG":1,"MSFL":1,"EFIV":1,"SPTE":1,"IGV":1,"TTXU":1,"TDIV":1,"CNEQ":1,"MSFW":1,"MSFT":1,"XLK":1,"VGT":1,"MSFX":1,"ROM":1,"NULC":1,"CMAG":1,"GAMR":1,"MSFO":1,"MSFD":1,"MSFU":1,"SNPE":1,"FTEC":1}},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591435613597696,"gmtCreate":1785421715453,"gmtModify":1785421717446,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2609(NQmain)$ </a> 看看30年期美债，10年期美债，你有什么逻辑📈","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2609(NQmain)$ </a> 看看30年期美债，10年期美债，你有什么逻辑📈","text":"$NQ100指数主连 2609(NQmain)$ 看看30年期美债，10年期美债，你有什么逻辑📈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/591435613597696","isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/d8e87dde6bf3c649a64fab23f1240a60","crmLevel":1,"crmLevelSwitch":1,"idStr":"3498680662745699","authorIdStr":"3498680662745699"},"content":"套人的，總有人是盲目追當賭場玩的","text":"套人的，總有人是盲目追當賭場玩的","html":"套人的，總有人是盲目追當賭場玩的"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":593129915007200,"gmtCreate":1785821595656,"gmtModify":1785821597871,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03308\">$中际旭创(03308)$ </a> 就这烂公司也值1万亿","listText":"<a href=\"https://laohu8.com/S/03308\">$中际旭创(03308)$ </a> 就这烂公司也值1万亿","text":"$中际旭创(03308)$ 就这烂公司也值1万亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/593129915007200","isVote":1,"tweetType":1,"viewCount":1333,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/d8e87dde6bf3c649a64fab23f1240a60","crmLevel":1,"crmLevelSwitch":1,"idStr":"3498680662745699","authorIdStr":"3498680662745699"},"content":"中国没优质标的可炒，就炒这些呗，强行关联","text":"中国没优质标的可炒，就炒这些呗，强行关联","html":"中国没优质标的可炒，就炒这些呗，强行关联"},{"author":{"id":"3444337419887473","authorId":"3444337419887473","name":"丑小妖","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3444337419887473","authorIdStr":"3444337419887473"},"content":"它在全球都是好公司，美国市场也在盯着它呢","text":"它在全球都是好公司，美国市场也在盯着它呢","html":"它在全球都是好公司，美国市场也在盯着它呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601671389861336,"gmtCreate":1787929489795,"gmtModify":1787929491646,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 历史巨大泡沫即将破掉，拭目以待","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 历史巨大泡沫即将破掉，拭目以待","text":"$英伟达(NVDA)$ 历史巨大泡沫即将破掉，拭目以待","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601671389861336","isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":598887194043784,"gmtCreate":1787238569290,"gmtModify":1787238571425,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/BTCmain\">$CME比特币主连 2608(BTCmain)$ </a>&nbsp; 没任何意义了，已经非去中心化的东东了","listText":"<a href=\"https://laohu8.com/FUT/BTCmain\">$CME比特币主连 2608(BTCmain)$ </a>&nbsp; 没任何意义了，已经非去中心化的东东了","text":"$CME比特币主连 2608(BTCmain)$ 没任何意义了，已经非去中心化的东东了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/598887194043784","isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"12012867840342","authorId":"12012867840342","name":"王6688","avatar":"https://static.tigerbbs.com/1b5e09cc776acb2a594bc0fa0eb6772c","crmLevel":7,"crmLevelSwitch":0,"idStr":"12012867840342","authorIdStr":"12012867840342"},"content":"你还是别炒股了，纯纯的反向指标哈哈哈","text":"你还是别炒股了，纯纯的反向指标哈哈哈","html":"你还是别炒股了，纯纯的反向指标哈哈哈"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586284539110424,"gmtCreate":1784167309612,"gmtModify":1784167311995,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"有什么意义，ai烂大街了，偶尔用下和庞大资本开始比不算什么","listText":"有什么意义，ai烂大街了，偶尔用下和庞大资本开始比不算什么","text":"有什么意义，ai烂大街了，偶尔用下和庞大资本开始比不算什么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586284539110424","repostId":"1154332615","repostType":2,"repost":{"id":"1154332615","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":1784165888,"share":"https://www.laohunote.com/m/news/1154332615?lang=zh_CN&edition=full","pubTime":"2026-07-16 09:38","market":"hk","language":"zh","title":"港股直击｜阿里大升 5%，千问将作为AI能力集成至「Apple智能」；百度升4%，苹果与其合作开发一种基于AI的搜寻功能","url":"https://stock-news.laohu8.com/highlight/detail?id=1154332615","media":"老虎资讯综合","summary":"阿里巴巴  的千问将作为AI能力集成至苹果公司的「Apple智能」，为 iOS、iPadOS、macOS和visionOS的中国用户带来智能体验。报道引述阿里回应称，用户无需在应用间切换，即可在苹果设备上直接体验千问的文本与图像理解、内容生成等能力。另有报道指出，苹果还正与百度 合作开发一种基于AI的搜寻功能，作为「苹果智能」功能套件的一部分。阿里巴巴股价高开2.5%，开报116.2元；百度升1.2%，报108.8元。","content":"<html><head></head><body><p style=\"text-align: left;\">阿里巴巴股价大升 5%，千问将作为AI能力集成至「Apple智能」；百度升 4%，苹果与其合作开发一种基于AI的搜寻功能。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9c5efed2281d7851c45a27561e21c4a9\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">阿里巴巴 （09988） 的千问将作为AI能力集成至苹果公司（美：AAPL）的「Apple智能」，为 iOS、iPadOS、macOS和visionOS的中国用户带来智能体验。报道引述阿里回应称，用户无需在应用间切换，即可在苹果设备上直接体验千问的文本与图像理解、内容生成等能力。</p><p style=\"text-align: left;\">另有报道指出，苹果还正与百度 （09888）合作开发一种基于AI的搜寻功能，作为「苹果智能」（Apple Intelligence）功能套件的一部分。该功能可处理图像和文字内容，并将升级成适用于中国市场的Siri语音助手。</p><p style=\"text-align: left;\">阿里巴巴股价高开2.5%，开报116.2元；百度升1.2%，报108.8元。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股直击｜阿里大升 5%，千问将作为AI能力集成至「Apple智能」；百度升4%，苹果与其合作开发一种基于AI的搜寻功能</title>\n<style 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09:38</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;\">阿里巴巴股价大升 5%，千问将作为AI能力集成至「Apple智能」；百度升 4%，苹果与其合作开发一种基于AI的搜寻功能。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9c5efed2281d7851c45a27561e21c4a9\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">阿里巴巴 （09988） 的千问将作为AI能力集成至苹果公司（美：AAPL）的「Apple智能」，为 iOS、iPadOS、macOS和visionOS的中国用户带来智能体验。报道引述阿里回应称，用户无需在应用间切换，即可在苹果设备上直接体验千问的文本与图像理解、内容生成等能力。</p><p style=\"text-align: left;\">另有报道指出，苹果还正与百度 （09888）合作开发一种基于AI的搜寻功能，作为「苹果智能」（Apple Intelligence）功能套件的一部分。该功能可处理图像和文字内容，并将升级成适用于中国市场的Siri语音助手。</p><p style=\"text-align: left;\">阿里巴巴股价高开2.5%，开报116.2元；百度升1.2%，报108.8元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"09888":"百度集团-SW","09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154332615","content_text":"阿里巴巴股价大升 5%，千问将作为AI能力集成至「Apple智能」；百度升 4%，苹果与其合作开发一种基于AI的搜寻功能。阿里巴巴 （09988） 的千问将作为AI能力集成至苹果公司（美：AAPL）的「Apple智能」，为 iOS、iPadOS、macOS和visionOS的中国用户带来智能体验。报道引述阿里回应称，用户无需在应用间切换，即可在苹果设备上直接体验千问的文本与图像理解、内容生成等能力。另有报道指出，苹果还正与百度 （09888）合作开发一种基于AI的搜寻功能，作为「苹果智能」（Apple Intelligence）功能套件的一部分。该功能可处理图像和文字内容，并将升级成适用于中国市场的Siri语音助手。阿里巴巴股价高开2.5%，开报116.2元；百度升1.2%，报108.8元。","news_type":1,"symbols_score_info":{"09988":2,"09888":2}},"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586104594838280,"gmtCreate":1784123373826,"gmtModify":1784521050463,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a>直接和间接有什么不同?问题是直接更烂，就是个摆设，谁会用你千问","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a>直接和间接有什么不同?问题是直接更烂，就是个摆设，谁会用你千问","text":"$阿里巴巴(BABA)$ 直接和间接有什么不同?问题是直接更烂，就是个摆设，谁会用你千问","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586104594838280","isVote":1,"tweetType":1,"viewCount":1844,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":433370135671544,"gmtCreate":1746837436247,"gmtModify":1746837438409,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"想的都挺美，出了体力劳动抢破头，脑力将被AI替代。","listText":"想的都挺美，出了体力劳动抢破头，脑力将被AI替代。","text":"想的都挺美，出了体力劳动抢破头，脑力将被AI替代。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/433370135671544","isVote":1,"tweetType":1,"viewCount":4184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375638063919552,"gmtCreate":1732750194774,"gmtModify":1732750196367,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/USDCNH.FOREX\">$美元/离岸人民币(USDCNH.FOREX)$&nbsp;</a><v-v data-views=\"0\"></v-v> 经济太差，明年出口将大幅下滑，要不要保。国内再怎么刺激，保障差人不敢花钱，消费起不来，消费不是靠刺激的","listText":"<a href=\"https://laohu8.com/S/USDCNH.FOREX\">$美元/离岸人民币(USDCNH.FOREX)$&nbsp;</a><v-v data-views=\"0\"></v-v> 经济太差，明年出口将大幅下滑，要不要保。国内再怎么刺激，保障差人不敢花钱，消费起不来，消费不是靠刺激的","text":"$美元/离岸人民币(USDCNH.FOREX)$ 经济太差，明年出口将大幅下滑，要不要保。国内再怎么刺激，保障差人不敢花钱，消费起不来，消费不是靠刺激的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/375638063919552","isVote":1,"tweetType":1,"viewCount":1333,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4108280477106530","authorId":"4108280477106530","name":"Hermione","avatar":"https://static.tigerbbs.com/ecab3917ef338b7627fc458d472544c0","crmLevel":1,"crmLevelSwitch":0,"idStr":"4108280477106530","authorIdStr":"4108280477106530"},"content":"哈哈哈哈，就发消费券吧","text":"哈哈哈哈，就发消费券吧","html":"哈哈哈哈，就发消费券吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601161865101528,"gmtCreate":1787805084791,"gmtModify":1787805663203,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"已经到头了，多少年的都提现了，再忽悠也没用","listText":"已经到头了，多少年的都提现了，再忽悠也没用","text":"已经到头了，多少年的都提现了，再忽悠也没用","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601161865101528","repostId":"2662727811","repostType":2,"repost":{"id":"2662727811","kind":"live","pubTimestamp":1787803101,"share":"https://www.laohunote.com/m/news/2662727811?lang=zh_CN&edition=full","pubTime":"2026-08-27 11:58","market":"us","language":"zh","title":"黄仁勋驳斥“循环融资”质疑：AI行业需要巨额资金 英伟达投资风险很低","url":"https://stock-news.laohu8.com/highlight/detail?id=2662727811","media":"格隆汇","summary":"英伟达CEO黄仁勋当地时间周三为公司日益深入参与人工智能行业融资进行了辩护。他反驳了外界关于英伟达向其他AI公司提供资金支持，是为了人为推高自身营收增长的批评。“这是第一代需要数百亿美元融资才能发展起","content":"<html><body>英伟达CEO黄仁勋当地时间周三为公司日益深入参与人工智能行业融资进行了辩护。他反驳了外界关于英伟达向其他AI公司提供资金支持，是为了人为推高自身营收增长的批评。“这是第一代需要数百亿美元融资才能发展起来的初创公司。”“上一次有人听说一家初创公司需要数十亿美元才能起步、还需要数百亿美元才能实现盈利，是什么时候？这种情况过去从来没有发生过。但这正是AI行业的特点。开发AI的成本、部署AI的成本都非常高，这是一个高度资本密集型行业。”\n对于英伟达可能因为被投企业经营困难而最终承担损失的担忧，黄仁勋也予以反驳。他表示，英伟达的计算基础设施可以在不同客户和不同工作负载之间重新部署，因此公司对任何单一投资的风险敞口都是有限的。“我们投入的资金将带来非常可观的回报。”“我认为风险很低。”</body></html>","source":"live_gelonghui","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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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黄仁勋驳斥“循环融资”质疑：AI行业需要巨额资金 英伟达投资风险很低\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-27 11:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达CEO黄仁勋当地时间周三为公司日益深入参与人工智能行业融资进行了辩护。他反驳了外界关于英伟达向其他AI公司提供资金支持，是为了人为推高自身营收增长的批评。“这是第一代需要数百亿美元融资才能发展起来的初创公司。”“上一次有人听说一家初创公司需要数十亿美元才能起步、还需要数百亿美元才能实现盈利，是什么时候？这种情况过去从来没有发生过。但这正是AI行业的特点。开发AI的成本、部署AI的成本都非常高...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","NVD2.UK":"2X NVIDIA ETP","WISE":"THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF","METV":"Roundhill Ball Metaverse ETF","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","CLSE":"Convergence Long/Short Equity ETF","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH 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