上帝不离不弃的个人主页 - 老虎社区

上帝不离不弃

暂无个人介绍

IP属地：海外

227关注

20粉丝

0主题

0勋章

上帝不离不弃

04-14 20:37

我不相信直接冲1000，连涨9天不回调 $闪迪(SNDK)$

上帝不离不弃

04-14 14:00

$鸣鸣很忙(01768)$ 今天低位没人买？

上帝不离不弃

04-14 13:17

$极视角(06636)$ 今天的低位有人买吗？

上帝不离不弃

04-14 12:03

难怪这两个都比紫金涨的好，这两只主业都是铜，受海峡影响，目前铜更值钱 $中国黄金国际(02099)$ $中国有色矿业(01258)$ $紫金黄金国际(02259)$

上帝不离不弃

04-14 11:58

明天是不是要来个普跌了？$智谱(02513)$ $MINIMAX-WP(00100)$ $南方两倍做多海力士(07709)$ $长飞光纤光缆(06869)$ $迅策(03317)$

上帝不离不弃

04-13 14:38

$迅策(03317)$ 现在买接盘，还是未来的低位？

上帝不离不弃

04-13 13:35

$滴普科技(01384)$ 这只大家看到多少？

上帝不离不弃

04-13 13:10

$长飞光纤光缆(06869)$ 行业还在，无视回调

上帝不离不弃

04-13 11:23

这两现在都一个价了，mini明显滞后了吧 $智谱(02513)$ $MINIMAX-WP(00100)$

上帝不离不弃

04-13 10:39

$迅策(03317)$ 这只各位看到多少？

上帝不离不弃

04-10

跟着🦅学精了，天天散布假消息😞

伊朗议会提出永久禁止与美、以有关的油轮通过霍尔木兹海峡

上帝不离不弃

04-10

$兆易创新(03986)$ 昨天没买担心中东，大腿又拍烂[捂脸] 以后看见回调价格合适就买，中东完全扯淡，玩儿似的[捂脸]

上帝不离不弃

04-10

$迅策(03317)$ 这只怎么说呢

上帝不离不弃

04-10

$兆易创新(03986)$ 中东打了个寂寞，就是用来吓普通人的$南方两倍做多海力士(07709)$ $智谱(02513)$

上帝不离不弃

04-09

如果不是中东事件，谁会轻易卖呢[捂脸] [捂脸] $南方两倍做多海力士(07709)$ $南方两倍做多三星电子(07747)$

1年合约已成往事，三星、SK海力士非3~5年长期订单不卖

上帝不离不弃

04-09

有点牛掰

1年合约已成往事，三星、SK海力士非3~5年长期订单不卖

上帝不离不弃

04-09

已疯[捂脸] [捂脸]

伊朗驻巴基斯坦大使删除伊朗代表团将抵达伊斯兰堡的帖文

上帝不离不弃

04-09

都疯了，彻底都疯了，地球💥吧[捂脸] [捂脸] [捂脸] $中国海洋石油(00883)$ $山东墨龙(00568)$ $MINIMAX-WP(00100)$ $智谱(02513)$

伊朗驻巴基斯坦大使删除伊朗代表团将抵达伊斯兰堡的帖文

上帝不离不弃

04-09

大家买票之前都不看国际新闻吗？$MINIMAX-WP(00100)$ $山东墨龙(00568)$ $中国海洋石油(00883)$

特朗普：所有美国舰船、飞机和军事人员将继续留在伊朗周围

上帝不离不弃

04-08

$山东墨龙(00568)$ 怎么你们都买海洋石油不买墨龙？涨幅不是更大吗？$中国海洋石油(00883)$

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4200638915699862","uuid":"4200638915699862","gmtCreate":1737539096731,"gmtModify":1775801706045,"name":"上帝不离不弃","pinyin":"sdblbqshangdibulibuqi","introduction":"","introductionEn":null,"signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","hatId":"ca_profile_frame_DWr5S1","hatName":"LV3 头像框","vip":1,"status":2,"fanSize":20,"headSize":227,"tweetSize":221,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.01","exceedPercentage":"93.71%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.03.11","exceedPercentage":"93.20%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.02.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.02.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":7,"crmLevelSwitch":1,"location":"海外","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":202,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":553515372869912,"gmtCreate":1776170231339,"gmtModify":1776170233420,"author":{"id":"4200638915699862","authorId":"4200638915699862","name":"上帝不离不弃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4200638915699862","idStr":"4200638915699862"},"themes":[],"title":"","htmlText":"我不相信直接冲1000，连涨9天不回调&nbsp;<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a>&nbsp;","listText":"我不相信直接冲1000，连涨9天不回调&nbsp;<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a>&nbsp;","text":"我不相信直接冲1000，连涨9天不回调 $闪迪(SNDK)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553515372869912","isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553418217866032,"gmtCreate":1776146437344,"gmtModify":1776146439189,"author":{"id":"4200638915699862","authorId":"4200638915699862","name":"上帝不离不弃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4200638915699862","idStr":"4200638915699862"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01768\">$鸣鸣很忙(01768)$ </a> 今天低位没人买？","listText":"<a href=\"https://laohu8.com/S/01768\">$鸣鸣很忙(01768)$ </a> 今天低位没人买？","text":"$鸣鸣很忙(01768)$ 今天低位没人买？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553418217866032","isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553407593931480,"gmtCreate":1776143843438,"gmtModify":1776143845507,"author":{"id":"4200638915699862","authorId":"4200638915699862","name":"上帝不离不弃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4200638915699862","idStr":"4200638915699862"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06636\">$极视角(06636)$ </a> 今天的低位有人买吗？","listText":"<a href=\"https://laohu8.com/S/06636\">$极视角(06636)$ </a> 今天的低位有人买吗？","text":"$极视角(06636)$ 今天的低位有人买吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/553407593931480","isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4225341550624082","authorId":"4225341550624082","name":"Jason L.666888","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4225341550624082","idStr":"4225341550624082"},"content":"明天会起飞吗","text":"明天会起飞吗","html":"明天会起飞吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553389085747480,"gmtCreate":1776139399521,"gmtModify":1776139401610,"author":{"id":"4200638915699862","authorId":"4200638915699862","name":"上帝不离不弃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4200638915699862","idStr":"4200638915699862"},"themes":[],"title":"","htmlText":"难怪这两个都比紫金涨的好，这两只主业都是铜，受海峡影响，目前铜更值钱&nbsp;<a href=\"https://laohu8.com/S/02099\">$中国黄金国际(02099)$ </a>&nbsp;<a href=\"https://laohu8.com/S/01258\">$中国有色矿业(01258)$ </a>&nbsp;<a href=\"https://laohu8.com/S/02259\">$紫金黄金国际(02259)$ </a>&nbsp;","listText":"难怪这两个都比紫金涨的好，这两只主业都是铜，受海峡影响，目前铜更值钱&nbsp;<a href=\"https://laohu8.com/S/02099\">$中国黄金国际(02099)$ </a>&nbsp;<a href=\"https://laohu8.com/S/01258\">$中国有色矿业(01258)$ </a>&nbsp;<a href=\"https://laohu8.com/S/02259\">$紫金黄金国际(02259)$ </a>&nbsp;","text":"难怪这两个都比紫金涨的好，这两只主业都是铜，受海峡影响，目前铜更值钱 $中国黄金国际(02099)$ $中国有色矿业(01258)$ $紫金黄金国际(02259)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553389085747480","isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553388120154464,"gmtCreate":1776139087620,"gmtModify":1776139089654,"author":{"id":"4200638915699862","authorId":"4200638915699862","name":"上帝不离不弃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4200638915699862","idStr":"4200638915699862"},"themes":[],"title":"","htmlText":"明天是不是要来个普跌了？<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a>&nbsp;<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$ </a>&nbsp;<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a>&nbsp;<a href=\"https://laohu8.com/S/06869\">$长飞光纤光缆(06869)$ </a>&nbsp;<a href=\"https://laohu8.com/S/03317\">$迅策(03317)$ </a>&nbsp;","listText":"明天是不是要来个普跌了？<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a>&nbsp;<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$ </a>&nbsp;<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a>&nbsp;<a href=\"https://laohu8.com/S/06869\">$长飞光纤光缆(06869)$ </a>&nbsp;<a href=\"https://laohu8.com/S/03317\">$迅策(03317)$ </a>&nbsp;","text":"明天是不是要来个普跌了？$智谱(02513)$ $MINIMAX-WP(00100)$ $南方两倍做多海力士(07709)$ $长飞光纤光缆(06869)$ $迅策(03317)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553388120154464","isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553073667667040,"gmtCreate":1776062321000,"gmtModify":1776062322981,"author":{"id":"4200638915699862","authorId":"4200638915699862","name":"上帝不离不弃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4200638915699862","idStr":"4200638915699862"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03317\">$迅策(03317)$ </a> 现在买接盘，还是未来的低位？","listText":"<a href=\"https://laohu8.com/S/03317\">$迅策(03317)$ </a> 现在买接盘，还是未来的低位？","text":"$迅策(03317)$ 现在买接盘，还是未来的低位？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553073667667040","isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553057836980304,"gmtCreate":1776058525674,"gmtModify":1776058527462,"author":{"id":"4200638915699862","authorId":"4200638915699862","name":"上帝不离不弃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4200638915699862","idStr":"4200638915699862"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01384\">$滴普科技(01384)$ </a> 这只大家看到多少？","listText":"<a href=\"https://laohu8.com/S/01384\">$滴普科技(01384)$ </a> 这只大家看到多少？","text":"$滴普科技(01384)$ 这只大家看到多少？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/553057836980304","isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563172471882284","authorId":"3563172471882284","name":"tkf","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3563172471882284","idStr":"3563172471882284"},"content":"回到120","text":"回到120","html":"回到120"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553051745998824,"gmtCreate":1776057037460,"gmtModify":1776057039503,"author":{"id":"4200638915699862","authorId":"4200638915699862","name":"上帝不离不弃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4200638915699862","idStr":"4200638915699862"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06869\">$长飞光纤光缆(06869)$ </a> 行业还在，无视回调","listText":"<a href=\"https://laohu8.com/S/06869\">$长飞光纤光缆(06869)$ </a> 行业还在，无视回调","text":"$长飞光纤光缆(06869)$ 行业还在，无视回调","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/553051745998824","isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553025441782056,"gmtCreate":1776050620220,"gmtModify":1776050622447,"author":{"id":"4200638915699862","authorId":"4200638915699862","name":"上帝不离不弃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4200638915699862","idStr":"4200638915699862"},"themes":[],"title":"","htmlText":"这两现在都一个价了，mini明显滞后了吧 <a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a>&nbsp;<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$ </a>&nbsp;","listText":"这两现在都一个价了，mini明显滞后了吧 <a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a>&nbsp;<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$ </a>&nbsp;","text":"这两现在都一个价了，mini明显滞后了吧 $智谱(02513)$ $MINIMAX-WP(00100)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/553025441782056","isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4198996592997092","authorId":"4198996592997092","name":"花花0620","avatar":"https://static.tigerbbs.com/2f9424cb3cc7989f751747b6925efedc","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"4198996592997092","idStr":"4198996592997092"},"content":"这废材每天都是跌跌不休，应该是到顶了","text":"这废材每天都是跌跌不休，应该是到顶了","html":"这废材每天都是跌跌不休，应该是到顶了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553014858069384,"gmtCreate":1776047964899,"gmtModify":1776047966976,"author":{"id":"4200638915699862","authorId":"4200638915699862","name":"上帝不离不弃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4200638915699862","idStr":"4200638915699862"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03317\">$迅策(03317)$ </a> 这只各位看到多少？","listText":"<a href=\"https://laohu8.com/S/03317\">$迅策(03317)$ </a> 这只各位看到多少？","text":"$迅策(03317)$ 这只各位看到多少？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/553014858069384","isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552028940133760,"gmtCreate":1775807261913,"gmtModify":1775807264528,"author":{"id":"4200638915699862","authorId":"4200638915699862","name":"上帝不离不弃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4200638915699862","idStr":"4200638915699862"},"themes":[],"title":"","htmlText":"跟着🦅学精了，天天散布假消息😞","listText":"跟着🦅学精了，天天散布假消息😞","text":"跟着🦅学精了，天天散布假消息😞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/552028940133760","repostId":"1195838892","repostType":4,"repost":{"id":"1195838892","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":1775806339,"share":"https://www.laohu8.com/m/news/1195838892?lang=zh_CN&edition=full","pubTime":"2026-04-10 15:32","market":"fut","language":"zh","title":"伊朗议会提出永久禁止与美、以有关的油轮通过霍尔木兹海峡","url":"https://stock-news.laohu8.com/highlight/detail?id=1195838892","media":"老虎资讯综合","summary":"还将适用于对抵抗阵线采取行动的国家。","content":"<html><head></head><body><p>周五，国际油价盘中直线拉升。市场消息：伊朗议会国家安全委员会主席Ebrahim Azizi表示，议会提出一项提案，<strong>将永久禁止与美国和以色列有关联的油轮通过霍尔木兹海峡。与以色列有关联或往返以色列的船只也将被禁止通行，这一禁令还将适用于那些对‘抵抗阵线’采取行动的国家。</strong></p><p>据伊朗学生通讯社报道，伊朗议会国家安全与外交政策委员会主席易卜拉欣·阿齐兹今日表示，以色列油轮不得通过霍尔木兹海峡。他明确表示：“‘绝对禁止’以色列油轮通过霍尔木兹海峡。与‘犹太复国主义政权’相关的船只及货物，无论军用还是民用，均不得在波斯湾及霍尔木兹海峡通行。”他还指出，其他对伊朗伊斯兰共和国持敌对态度的国家同样被禁止通过该海峡。他补充说，“敌对国家以及与这些国家合作、危害伊朗安全的国家，无权通过霍尔木兹海峡。”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c0e0390e5130f0d45c79ba9961f544d\" title=\"\" tg-width=\"1284\" tg-height=\"633\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03160a750a37489604e037d733ef744e\" title=\"\" tg-width=\"1287\" tg-height=\"639\"/></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>伊朗议会提出永久禁止与美、以有关的油轮通过霍尔木兹海峡</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伊朗议会提出永久禁止与美、以有关的油轮通过霍尔木兹海峡\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-04-10 15:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周五，国际油价盘中直线拉升。市场消息：伊朗议会国家安全委员会主席Ebrahim Azizi表示，议会提出一项提案，<strong>将永久禁止与美国和以色列有关联的油轮通过霍尔木兹海峡。与以色列有关联或往返以色列的船只也将被禁止通行，这一禁令还将适用于那些对‘抵抗阵线’采取行动的国家。</strong></p><p>据伊朗学生通讯社报道，伊朗议会国家安全与外交政策委员会主席易卜拉欣·阿齐兹今日表示，以色列油轮不得通过霍尔木兹海峡。他明确表示：“‘绝对禁止’以色列油轮通过霍尔木兹海峡。与‘犹太复国主义政权’相关的船只及货物，无论军用还是民用，均不得在波斯湾及霍尔木兹海峡通行。”他还指出，其他对伊朗伊斯兰共和国持敌对态度的国家同样被禁止通过该海峡。他补充说，“敌对国家以及与这些国家合作、危害伊朗安全的国家，无权通过霍尔木兹海峡。”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c0e0390e5130f0d45c79ba9961f544d\" title=\"\" tg-width=\"1284\" tg-height=\"633\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03160a750a37489604e037d733ef744e\" title=\"\" tg-width=\"1287\" tg-height=\"639\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b10617d656159f9b4a642ca98521d59e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195838892","content_text":"周五，国际油价盘中直线拉升。市场消息：伊朗议会国家安全委员会主席Ebrahim Azizi表示，议会提出一项提案，将永久禁止与美国和以色列有关联的油轮通过霍尔木兹海峡。与以色列有关联或往返以色列的船只也将被禁止通行，这一禁令还将适用于那些对‘抵抗阵线’采取行动的国家。据伊朗学生通讯社报道，伊朗议会国家安全与外交政策委员会主席易卜拉欣·阿齐兹今日表示，以色列油轮不得通过霍尔木兹海峡。他明确表示：“‘绝对禁止’以色列油轮通过霍尔木兹海峡。与‘犹太复国主义政权’相关的船只及货物，无论军用还是民用，均不得在波斯湾及霍尔木兹海峡通行。”他还指出，其他对伊朗伊斯兰共和国持敌对态度的国家同样被禁止通过该海峡。他补充说，“敌对国家以及与这些国家合作、危害伊朗安全的国家，无权通过霍尔木兹海峡。”","news_type":1,"symbols_score_info":{"CLmain":2,"BZmain":2}},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551957953767696,"gmtCreate":1775790001982,"gmtModify":1775791242380,"author":{"id":"4200638915699862","authorId":"4200638915699862","name":"上帝不离不弃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4200638915699862","idStr":"4200638915699862"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03986\">$兆易创新(03986)$ </a> 昨天没买担心中东，大腿又拍烂[捂脸]&nbsp;&nbsp;以后看见回调价格合适就买，中东完全扯淡，玩儿似的[捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/03986\">$兆易创新(03986)$ </a> 昨天没买担心中东，大腿又拍烂[捂脸]&nbsp;&nbsp;以后看见回调价格合适就买，中东完全扯淡，玩儿似的[捂脸]&nbsp;&nbsp;","text":"$兆易创新(03986)$ 昨天没买担心中东，大腿又拍烂[捂脸] 以后看见回调价格合适就买，中东完全扯淡，玩儿似的[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551957953767696","isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551955887973400,"gmtCreate":1775789424627,"gmtModify":1775789426377,"author":{"id":"4200638915699862","authorId":"4200638915699862","name":"上帝不离不弃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4200638915699862","idStr":"4200638915699862"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03317\">$迅策(03317)$ </a> 这只怎么说呢","listText":"<a href=\"https://laohu8.com/S/03317\">$迅策(03317)$ </a> 这只怎么说呢","text":"$迅策(03317)$ 这只怎么说呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551955887973400","isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551940339074072,"gmtCreate":1775785628509,"gmtModify":1775785630473,"author":{"id":"4200638915699862","authorId":"4200638915699862","name":"上帝不离不弃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4200638915699862","idStr":"4200638915699862"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03986\">$兆易创新(03986)$ </a> 中东打了个寂寞，就是用来吓普通人的<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a>&nbsp;<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/03986\">$兆易创新(03986)$ </a> 中东打了个寂寞，就是用来吓普通人的<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a>&nbsp;<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a>&nbsp;","text":"$兆易创新(03986)$ 中东打了个寂寞，就是用来吓普通人的$南方两倍做多海力士(07709)$ $智谱(02513)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551940339074072","isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551725833786368,"gmtCreate":1775720526267,"gmtModify":1775720528142,"author":{"id":"4200638915699862","authorId":"4200638915699862","name":"上帝不离不弃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4200638915699862","idStr":"4200638915699862"},"themes":[],"title":"","htmlText":"如果不是中东事件，谁会轻易卖呢[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a>&nbsp;<a href=\"https://laohu8.com/S/07747\">$南方两倍做多三星电子(07747)$ </a>&nbsp;","listText":"如果不是中东事件，谁会轻易卖呢[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a>&nbsp;<a href=\"https://laohu8.com/S/07747\">$南方两倍做多三星电子(07747)$ </a>&nbsp;","text":"如果不是中东事件，谁会轻易卖呢[捂脸] [捂脸] $南方两倍做多海力士(07709)$ $南方两倍做多三星电子(07747)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551725833786368","repostId":"2626977011","repostType":4,"repost":{"id":"2626977011","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1775720074,"share":"https://www.laohu8.com/m/news/2626977011?lang=zh_CN&edition=full","pubTime":"2026-04-09 15:34","market":"fut","language":"zh","title":"1年合约已成往事，三星、SK海力士非3~5年长期订单不卖","url":"https://stock-news.laohu8.com/highlight/detail?id=2626977011","media":"华尔街见闻","summary":"三星电子与SK海力士正掀起一场存储行业的商业模式革命——彻底抛弃沿用多年的季度短期合约，强推3至5年长期供应协议（LTA）。微软、谷歌等科技巨头将被纳入锁价锁量的长期框架，存储周期性暴跌的\"魔咒\"有望就此打破。","content":"<html><head></head><body><blockquote><p>三星电子与SK海力士正掀起一场存储行业的商业模式革命——彻底抛弃沿用多年的季度短期合约，强推3至5年长期供应协议（LTA）。微软、谷歌等科技巨头将被纳入锁价锁量的长期框架，存储周期性暴跌的&#34;魔咒&#34;有望就此打破。</p></blockquote><p style=\"text-align: left;\">三星电子和SK海力士已决定放弃沿用多年的年度乃至季度短期供货合约模式，转而要求全球主要科技客户签订3至5年的长期供应协议（LTA）。这一转变标志着存储行业的商业逻辑正在发生根本性重构。</p><p style=\"text-align: left;\">据韩国媒体ajunews周四报道，<strong>三星今年起将对主要客户的新增合约全面适用最短3年的LTA框架，微软、谷歌等大客户预计将在此体系下稳定获得三年期存储供货。</strong>与此同时，SK海力士正与谷歌洽谈最长5年的通用DRAM长期供应合约，谈判有望在上半年内完成。</p><p style=\"text-align: left;\">三星电子DS部门代表理事（副会长）全荣铉在上月18日的定期股东大会上明确表示，公司正推动将与客户的供货合约从现行的年度、季度模式转换为3至5年的多年期合约。</p><p style=\"text-align: left;\">对投资者而言，这一转变意味着两家公司的业绩将获得更强的下行支撑，即便市场需求骤降，已锁定的价格与出货量仍可为营收提供缓冲，存储行业长期困扰市场的&#34;周期诅咒&#34;有望得到系统性缓解。</p><h2 id=\"id_4046536798\" style=\"text-align: left;\">三星推进全面LTA转型，SK海力士与谷歌洽谈五年合约</h2><p style=\"text-align: left;\">据业内消息，三星电子已确立方针：自今年起，与主要客户签订的新合约将全面适用至少3年的LTA机制。这与此前的做法形成鲜明对比——就在去年，三星仍接受以季度为单位的超短期合约。</p><p style=\"text-align: left;\">全荣铉在股东大会上的表态为这一政策转向提供了最高层背书。他明确指出，公司正积极推动将供货合约从&#34;年·季度单位&#34;升级为&#34;3至5年多年期合约&#34;。在此框架下，微软、谷歌等核心客户预计将以三年为周期稳定获得存储产品供应。</p><p style=\"text-align: left;\">SK海力士的动作更为激进。据悉，该公司正与谷歌推进一项最长5年的通用DRAM长期供应合约。此前市场普遍预期合约期限为3年，<strong>但SK海力士内部认为&#34;3年仍嫌太短&#34;，遂将目标期限延长至5年。</strong></p><p style=\"text-align: left;\">谈判的筹码在于：SK海力士目前是谷歌第五代高带宽内存（HBM3E）的第一顺位供应商，双方正在讨论以下一代HBM供应承诺换取合约期限延长两年的方案。原定年内完成的谈判已提前至上半年内收尾。</p><h2 id=\"id_876526006\" style=\"text-align: left;\">告别“周期诅咒”，LTA重塑存储行业盈利结构</h2><p style=\"text-align: left;\"><strong>过去，存储市场以“通用性”为基础——大批量生产面向PC和智能手机的标准DRAM，按季度固定价或每日浮动现货价交货。这</strong>种模式导致需求稍有波动便引发价格暴跌，企业动辄录得数万亿韩元亏损，供应商长期处于被动承压的弱势地位。</p><p style=\"text-align: left;\">LTA体制的核心价值在于锁定风险敞口。提前锁定3至5年的出货量与价格，即便经济下行导致需求急剧萎缩，企业仍可凭借既定合约维持业绩，从而获得利润的&#34;下行刚性&#34;。</p><p style=\"text-align: left;\">在资本支出层面，LTA同样带来效率提升。出货量既已确定，企业可以摒弃盲目扩产竞赛，转而实施精准计算的设备投资。业界普遍认为，随着长期合约占比提升，存储企业的利润率将在更高水平上保持稳定。</p><p style=\"text-align: left;\">对于HBM等工艺难度高、客户定制化需求强的产品而言，&#34;先接单、后生产&#34;的模式尤为关键——这不仅可从源头消除库存压力，还能提升量产效率，构建类似晶圆代工的定制化供应体系。</p><p style=\"text-align: left;\"><strong>一位业内人士表示，&#34;存储企业担忧价格下跌、仓库积压库存的时代已经结束&#34;，&#34;三星电子和SK海力士如今已超越单纯的存储供应商角色，跃升为全球大型科技公司的战略性基础设施合作伙伴。</strong></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>1年合约已成往事，三星、SK海力士非3~5年长期订单不卖</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\">\n1年合约已成往事，三星、SK海力士非3~5年长期订单不卖\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-04-09 15:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>三星电子与SK海力士正掀起一场存储行业的商业模式革命——彻底抛弃沿用多年的季度短期合约，强推3至5年长期供应协议（LTA）。微软、谷歌等科技巨头将被纳入锁价锁量的长期框架，存储周期性暴跌的&#34;魔咒&#34;有望就此打破。</p></blockquote><p style=\"text-align: left;\">三星电子和SK海力士已决定放弃沿用多年的年度乃至季度短期供货合约模式，转而要求全球主要科技客户签订3至5年的长期供应协议（LTA）。这一转变标志着存储行业的商业逻辑正在发生根本性重构。</p><p style=\"text-align: left;\">据韩国媒体ajunews周四报道，<strong>三星今年起将对主要客户的新增合约全面适用最短3年的LTA框架，微软、谷歌等大客户预计将在此体系下稳定获得三年期存储供货。</strong>与此同时，SK海力士正与谷歌洽谈最长5年的通用DRAM长期供应合约，谈判有望在上半年内完成。</p><p style=\"text-align: left;\">三星电子DS部门代表理事（副会长）全荣铉在上月18日的定期股东大会上明确表示，公司正推动将与客户的供货合约从现行的年度、季度模式转换为3至5年的多年期合约。</p><p style=\"text-align: left;\">对投资者而言，这一转变意味着两家公司的业绩将获得更强的下行支撑，即便市场需求骤降，已锁定的价格与出货量仍可为营收提供缓冲，存储行业长期困扰市场的&#34;周期诅咒&#34;有望得到系统性缓解。</p><h2 id=\"id_4046536798\" style=\"text-align: left;\">三星推进全面LTA转型，SK海力士与谷歌洽谈五年合约</h2><p style=\"text-align: left;\">据业内消息，三星电子已确立方针：自今年起，与主要客户签订的新合约将全面适用至少3年的LTA机制。这与此前的做法形成鲜明对比——就在去年，三星仍接受以季度为单位的超短期合约。</p><p style=\"text-align: left;\">全荣铉在股东大会上的表态为这一政策转向提供了最高层背书。他明确指出，公司正积极推动将供货合约从&#34;年·季度单位&#34;升级为&#34;3至5年多年期合约&#34;。在此框架下，微软、谷歌等核心客户预计将以三年为周期稳定获得存储产品供应。</p><p style=\"text-align: left;\">SK海力士的动作更为激进。据悉，该公司正与谷歌推进一项最长5年的通用DRAM长期供应合约。此前市场普遍预期合约期限为3年，<strong>但SK海力士内部认为&#34;3年仍嫌太短&#34;，遂将目标期限延长至5年。</strong></p><p style=\"text-align: left;\">谈判的筹码在于：SK海力士目前是谷歌第五代高带宽内存（HBM3E）的第一顺位供应商，双方正在讨论以下一代HBM供应承诺换取合约期限延长两年的方案。原定年内完成的谈判已提前至上半年内收尾。</p><h2 id=\"id_876526006\" style=\"text-align: left;\">告别“周期诅咒”，LTA重塑存储行业盈利结构</h2><p style=\"text-align: left;\"><strong>过去，存储市场以“通用性”为基础——大批量生产面向PC和智能手机的标准DRAM，按季度固定价或每日浮动现货价交货。这</strong>种模式导致需求稍有波动便引发价格暴跌，企业动辄录得数万亿韩元亏损，供应商长期处于被动承压的弱势地位。</p><p style=\"text-align: left;\">LTA体制的核心价值在于锁定风险敞口。提前锁定3至5年的出货量与价格，即便经济下行导致需求急剧萎缩，企业仍可凭借既定合约维持业绩，从而获得利润的&#34;下行刚性&#34;。</p><p style=\"text-align: left;\">在资本支出层面，LTA同样带来效率提升。出货量既已确定，企业可以摒弃盲目扩产竞赛，转而实施精准计算的设备投资。业界普遍认为，随着长期合约占比提升，存储企业的利润率将在更高水平上保持稳定。</p><p style=\"text-align: left;\">对于HBM等工艺难度高、客户定制化需求强的产品而言，&#34;先接单、后生产&#34;的模式尤为关键——这不仅可从源头消除库存压力，还能提升量产效率，构建类似晶圆代工的定制化供应体系。</p><p style=\"text-align: left;\"><strong>一位业内人士表示，&#34;存储企业担忧价格下跌、仓库积压库存的时代已经结束&#34;，&#34;三星电子和SK海力士如今已超越单纯的存储供应商角色，跃升为全球大型科技公司的战略性基础设施合作伙伴。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b6f37ad3b425344201383df3f22c475","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4588":"碎股","EMXC":"iShares MSCI Emerging Markets ex China ETF","07747":"南方两倍做多三星电子","07347":"XI二南三星","DRAM":"Roundhill Memory ETF","07709":"南方两倍做多海力士"},"source_url":"https://wallstreetcn.com/articles/3769549","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2626977011","content_text":"三星电子与SK海力士正掀起一场存储行业的商业模式革命——彻底抛弃沿用多年的季度短期合约，强推3至5年长期供应协议（LTA）。微软、谷歌等科技巨头将被纳入锁价锁量的长期框架，存储周期性暴跌的\"魔咒\"有望就此打破。三星电子和SK海力士已决定放弃沿用多年的年度乃至季度短期供货合约模式，转而要求全球主要科技客户签订3至5年的长期供应协议（LTA）。这一转变标志着存储行业的商业逻辑正在发生根本性重构。据韩国媒体ajunews周四报道，三星今年起将对主要客户的新增合约全面适用最短3年的LTA框架，微软、谷歌等大客户预计将在此体系下稳定获得三年期存储供货。与此同时，SK海力士正与谷歌洽谈最长5年的通用DRAM长期供应合约，谈判有望在上半年内完成。三星电子DS部门代表理事（副会长）全荣铉在上月18日的定期股东大会上明确表示，公司正推动将与客户的供货合约从现行的年度、季度模式转换为3至5年的多年期合约。对投资者而言，这一转变意味着两家公司的业绩将获得更强的下行支撑，即便市场需求骤降，已锁定的价格与出货量仍可为营收提供缓冲，存储行业长期困扰市场的\"周期诅咒\"有望得到系统性缓解。三星推进全面LTA转型，SK海力士与谷歌洽谈五年合约据业内消息，三星电子已确立方针：自今年起，与主要客户签订的新合约将全面适用至少3年的LTA机制。这与此前的做法形成鲜明对比——就在去年，三星仍接受以季度为单位的超短期合约。全荣铉在股东大会上的表态为这一政策转向提供了最高层背书。他明确指出，公司正积极推动将供货合约从\"年·季度单位\"升级为\"3至5年多年期合约\"。在此框架下，微软、谷歌等核心客户预计将以三年为周期稳定获得存储产品供应。SK海力士的动作更为激进。据悉，该公司正与谷歌推进一项最长5年的通用DRAM长期供应合约。此前市场普遍预期合约期限为3年，但SK海力士内部认为\"3年仍嫌太短\"，遂将目标期限延长至5年。谈判的筹码在于：SK海力士目前是谷歌第五代高带宽内存（HBM3E）的第一顺位供应商，双方正在讨论以下一代HBM供应承诺换取合约期限延长两年的方案。原定年内完成的谈判已提前至上半年内收尾。告别“周期诅咒”，LTA重塑存储行业盈利结构过去，存储市场以“通用性”为基础——大批量生产面向PC和智能手机的标准DRAM，按季度固定价或每日浮动现货价交货。这种模式导致需求稍有波动便引发价格暴跌，企业动辄录得数万亿韩元亏损，供应商长期处于被动承压的弱势地位。LTA体制的核心价值在于锁定风险敞口。提前锁定3至5年的出货量与价格，即便经济下行导致需求急剧萎缩，企业仍可凭借既定合约维持业绩，从而获得利润的\"下行刚性\"。在资本支出层面，LTA同样带来效率提升。出货量既已确定，企业可以摒弃盲目扩产竞赛，转而实施精准计算的设备投资。业界普遍认为，随着长期合约占比提升，存储企业的利润率将在更高水平上保持稳定。对于HBM等工艺难度高、客户定制化需求强的产品而言，\"先接单、后生产\"的模式尤为关键——这不仅可从源头消除库存压力，还能提升量产效率，构建类似晶圆代工的定制化供应体系。一位业内人士表示，\"存储企业担忧价格下跌、仓库积压库存的时代已经结束\"，\"三星电子和SK海力士如今已超越单纯的存储供应商角色，跃升为全球大型科技公司的战略性基础设施合作伙伴。","news_type":1,"symbols_score_info":{"DRAM":1.5,"07347":2,"07747":2,"EMXC":1.5,"07709":2}},"isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551725559010808,"gmtCreate":1775720463673,"gmtModify":1775720465933,"author":{"id":"4200638915699862","authorId":"4200638915699862","name":"上帝不离不弃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4200638915699862","idStr":"4200638915699862"},"themes":[],"title":"","htmlText":"有点牛掰","listText":"有点牛掰","text":"有点牛掰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551725559010808","repostId":"2626977011","repostType":4,"repost":{"id":"2626977011","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1775720074,"share":"https://www.laohu8.com/m/news/2626977011?lang=zh_CN&edition=full","pubTime":"2026-04-09 15:34","market":"fut","language":"zh","title":"1年合约已成往事，三星、SK海力士非3~5年长期订单不卖","url":"https://stock-news.laohu8.com/highlight/detail?id=2626977011","media":"华尔街见闻","summary":"三星电子与SK海力士正掀起一场存储行业的商业模式革命——彻底抛弃沿用多年的季度短期合约，强推3至5年长期供应协议（LTA）。微软、谷歌等科技巨头将被纳入锁价锁量的长期框架，存储周期性暴跌的\"魔咒\"有望就此打破。","content":"<html><head></head><body><blockquote><p>三星电子与SK海力士正掀起一场存储行业的商业模式革命——彻底抛弃沿用多年的季度短期合约，强推3至5年长期供应协议（LTA）。微软、谷歌等科技巨头将被纳入锁价锁量的长期框架，存储周期性暴跌的&#34;魔咒&#34;有望就此打破。</p></blockquote><p style=\"text-align: left;\">三星电子和SK海力士已决定放弃沿用多年的年度乃至季度短期供货合约模式，转而要求全球主要科技客户签订3至5年的长期供应协议（LTA）。这一转变标志着存储行业的商业逻辑正在发生根本性重构。</p><p style=\"text-align: left;\">据韩国媒体ajunews周四报道，<strong>三星今年起将对主要客户的新增合约全面适用最短3年的LTA框架，微软、谷歌等大客户预计将在此体系下稳定获得三年期存储供货。</strong>与此同时，SK海力士正与谷歌洽谈最长5年的通用DRAM长期供应合约，谈判有望在上半年内完成。</p><p style=\"text-align: left;\">三星电子DS部门代表理事（副会长）全荣铉在上月18日的定期股东大会上明确表示，公司正推动将与客户的供货合约从现行的年度、季度模式转换为3至5年的多年期合约。</p><p style=\"text-align: left;\">对投资者而言，这一转变意味着两家公司的业绩将获得更强的下行支撑，即便市场需求骤降，已锁定的价格与出货量仍可为营收提供缓冲，存储行业长期困扰市场的&#34;周期诅咒&#34;有望得到系统性缓解。</p><h2 id=\"id_4046536798\" style=\"text-align: left;\">三星推进全面LTA转型，SK海力士与谷歌洽谈五年合约</h2><p style=\"text-align: left;\">据业内消息，三星电子已确立方针：自今年起，与主要客户签订的新合约将全面适用至少3年的LTA机制。这与此前的做法形成鲜明对比——就在去年，三星仍接受以季度为单位的超短期合约。</p><p style=\"text-align: left;\">全荣铉在股东大会上的表态为这一政策转向提供了最高层背书。他明确指出，公司正积极推动将供货合约从&#34;年·季度单位&#34;升级为&#34;3至5年多年期合约&#34;。在此框架下，微软、谷歌等核心客户预计将以三年为周期稳定获得存储产品供应。</p><p style=\"text-align: left;\">SK海力士的动作更为激进。据悉，该公司正与谷歌推进一项最长5年的通用DRAM长期供应合约。此前市场普遍预期合约期限为3年，<strong>但SK海力士内部认为&#34;3年仍嫌太短&#34;，遂将目标期限延长至5年。</strong></p><p style=\"text-align: left;\">谈判的筹码在于：SK海力士目前是谷歌第五代高带宽内存（HBM3E）的第一顺位供应商，双方正在讨论以下一代HBM供应承诺换取合约期限延长两年的方案。原定年内完成的谈判已提前至上半年内收尾。</p><h2 id=\"id_876526006\" style=\"text-align: left;\">告别“周期诅咒”，LTA重塑存储行业盈利结构</h2><p style=\"text-align: left;\"><strong>过去，存储市场以“通用性”为基础——大批量生产面向PC和智能手机的标准DRAM，按季度固定价或每日浮动现货价交货。这</strong>种模式导致需求稍有波动便引发价格暴跌，企业动辄录得数万亿韩元亏损，供应商长期处于被动承压的弱势地位。</p><p style=\"text-align: left;\">LTA体制的核心价值在于锁定风险敞口。提前锁定3至5年的出货量与价格，即便经济下行导致需求急剧萎缩，企业仍可凭借既定合约维持业绩，从而获得利润的&#34;下行刚性&#34;。</p><p style=\"text-align: left;\">在资本支出层面，LTA同样带来效率提升。出货量既已确定，企业可以摒弃盲目扩产竞赛，转而实施精准计算的设备投资。业界普遍认为，随着长期合约占比提升，存储企业的利润率将在更高水平上保持稳定。</p><p style=\"text-align: left;\">对于HBM等工艺难度高、客户定制化需求强的产品而言，&#34;先接单、后生产&#34;的模式尤为关键——这不仅可从源头消除库存压力，还能提升量产效率，构建类似晶圆代工的定制化供应体系。</p><p style=\"text-align: left;\"><strong>一位业内人士表示，&#34;存储企业担忧价格下跌、仓库积压库存的时代已经结束&#34;，&#34;三星电子和SK海力士如今已超越单纯的存储供应商角色，跃升为全球大型科技公司的战略性基础设施合作伙伴。</strong></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>1年合约已成往事，三星、SK海力士非3~5年长期订单不卖</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\">\n1年合约已成往事，三星、SK海力士非3~5年长期订单不卖\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-04-09 15:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>三星电子与SK海力士正掀起一场存储行业的商业模式革命——彻底抛弃沿用多年的季度短期合约，强推3至5年长期供应协议（LTA）。微软、谷歌等科技巨头将被纳入锁价锁量的长期框架，存储周期性暴跌的&#34;魔咒&#34;有望就此打破。</p></blockquote><p style=\"text-align: left;\">三星电子和SK海力士已决定放弃沿用多年的年度乃至季度短期供货合约模式，转而要求全球主要科技客户签订3至5年的长期供应协议（LTA）。这一转变标志着存储行业的商业逻辑正在发生根本性重构。</p><p style=\"text-align: left;\">据韩国媒体ajunews周四报道，<strong>三星今年起将对主要客户的新增合约全面适用最短3年的LTA框架，微软、谷歌等大客户预计将在此体系下稳定获得三年期存储供货。</strong>与此同时，SK海力士正与谷歌洽谈最长5年的通用DRAM长期供应合约，谈判有望在上半年内完成。</p><p style=\"text-align: left;\">三星电子DS部门代表理事（副会长）全荣铉在上月18日的定期股东大会上明确表示，公司正推动将与客户的供货合约从现行的年度、季度模式转换为3至5年的多年期合约。</p><p style=\"text-align: left;\">对投资者而言，这一转变意味着两家公司的业绩将获得更强的下行支撑，即便市场需求骤降，已锁定的价格与出货量仍可为营收提供缓冲，存储行业长期困扰市场的&#34;周期诅咒&#34;有望得到系统性缓解。</p><h2 id=\"id_4046536798\" style=\"text-align: left;\">三星推进全面LTA转型，SK海力士与谷歌洽谈五年合约</h2><p style=\"text-align: left;\">据业内消息，三星电子已确立方针：自今年起，与主要客户签订的新合约将全面适用至少3年的LTA机制。这与此前的做法形成鲜明对比——就在去年，三星仍接受以季度为单位的超短期合约。</p><p style=\"text-align: left;\">全荣铉在股东大会上的表态为这一政策转向提供了最高层背书。他明确指出，公司正积极推动将供货合约从&#34;年·季度单位&#34;升级为&#34;3至5年多年期合约&#34;。在此框架下，微软、谷歌等核心客户预计将以三年为周期稳定获得存储产品供应。</p><p style=\"text-align: left;\">SK海力士的动作更为激进。据悉，该公司正与谷歌推进一项最长5年的通用DRAM长期供应合约。此前市场普遍预期合约期限为3年，<strong>但SK海力士内部认为&#34;3年仍嫌太短&#34;，遂将目标期限延长至5年。</strong></p><p style=\"text-align: left;\">谈判的筹码在于：SK海力士目前是谷歌第五代高带宽内存（HBM3E）的第一顺位供应商，双方正在讨论以下一代HBM供应承诺换取合约期限延长两年的方案。原定年内完成的谈判已提前至上半年内收尾。</p><h2 id=\"id_876526006\" style=\"text-align: left;\">告别“周期诅咒”，LTA重塑存储行业盈利结构</h2><p style=\"text-align: left;\"><strong>过去，存储市场以“通用性”为基础——大批量生产面向PC和智能手机的标准DRAM，按季度固定价或每日浮动现货价交货。这</strong>种模式导致需求稍有波动便引发价格暴跌，企业动辄录得数万亿韩元亏损，供应商长期处于被动承压的弱势地位。</p><p style=\"text-align: left;\">LTA体制的核心价值在于锁定风险敞口。提前锁定3至5年的出货量与价格，即便经济下行导致需求急剧萎缩，企业仍可凭借既定合约维持业绩，从而获得利润的&#34;下行刚性&#34;。</p><p style=\"text-align: left;\">在资本支出层面，LTA同样带来效率提升。出货量既已确定，企业可以摒弃盲目扩产竞赛，转而实施精准计算的设备投资。业界普遍认为，随着长期合约占比提升，存储企业的利润率将在更高水平上保持稳定。</p><p style=\"text-align: left;\">对于HBM等工艺难度高、客户定制化需求强的产品而言，&#34;先接单、后生产&#34;的模式尤为关键——这不仅可从源头消除库存压力，还能提升量产效率，构建类似晶圆代工的定制化供应体系。</p><p style=\"text-align: left;\"><strong>一位业内人士表示，&#34;存储企业担忧价格下跌、仓库积压库存的时代已经结束&#34;，&#34;三星电子和SK海力士如今已超越单纯的存储供应商角色，跃升为全球大型科技公司的战略性基础设施合作伙伴。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b6f37ad3b425344201383df3f22c475","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4588":"碎股","EMXC":"iShares MSCI Emerging Markets ex China ETF","07747":"南方两倍做多三星电子","07347":"XI二南三星","DRAM":"Roundhill Memory ETF","07709":"南方两倍做多海力士"},"source_url":"https://wallstreetcn.com/articles/3769549","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2626977011","content_text":"三星电子与SK海力士正掀起一场存储行业的商业模式革命——彻底抛弃沿用多年的季度短期合约，强推3至5年长期供应协议（LTA）。微软、谷歌等科技巨头将被纳入锁价锁量的长期框架，存储周期性暴跌的\"魔咒\"有望就此打破。三星电子和SK海力士已决定放弃沿用多年的年度乃至季度短期供货合约模式，转而要求全球主要科技客户签订3至5年的长期供应协议（LTA）。这一转变标志着存储行业的商业逻辑正在发生根本性重构。据韩国媒体ajunews周四报道，三星今年起将对主要客户的新增合约全面适用最短3年的LTA框架，微软、谷歌等大客户预计将在此体系下稳定获得三年期存储供货。与此同时，SK海力士正与谷歌洽谈最长5年的通用DRAM长期供应合约，谈判有望在上半年内完成。三星电子DS部门代表理事（副会长）全荣铉在上月18日的定期股东大会上明确表示，公司正推动将与客户的供货合约从现行的年度、季度模式转换为3至5年的多年期合约。对投资者而言，这一转变意味着两家公司的业绩将获得更强的下行支撑，即便市场需求骤降，已锁定的价格与出货量仍可为营收提供缓冲，存储行业长期困扰市场的\"周期诅咒\"有望得到系统性缓解。三星推进全面LTA转型，SK海力士与谷歌洽谈五年合约据业内消息，三星电子已确立方针：自今年起，与主要客户签订的新合约将全面适用至少3年的LTA机制。这与此前的做法形成鲜明对比——就在去年，三星仍接受以季度为单位的超短期合约。全荣铉在股东大会上的表态为这一政策转向提供了最高层背书。他明确指出，公司正积极推动将供货合约从\"年·季度单位\"升级为\"3至5年多年期合约\"。在此框架下，微软、谷歌等核心客户预计将以三年为周期稳定获得存储产品供应。SK海力士的动作更为激进。据悉，该公司正与谷歌推进一项最长5年的通用DRAM长期供应合约。此前市场普遍预期合约期限为3年，但SK海力士内部认为\"3年仍嫌太短\"，遂将目标期限延长至5年。谈判的筹码在于：SK海力士目前是谷歌第五代高带宽内存（HBM3E）的第一顺位供应商，双方正在讨论以下一代HBM供应承诺换取合约期限延长两年的方案。原定年内完成的谈判已提前至上半年内收尾。告别“周期诅咒”，LTA重塑存储行业盈利结构过去，存储市场以“通用性”为基础——大批量生产面向PC和智能手机的标准DRAM，按季度固定价或每日浮动现货价交货。这种模式导致需求稍有波动便引发价格暴跌，企业动辄录得数万亿韩元亏损，供应商长期处于被动承压的弱势地位。LTA体制的核心价值在于锁定风险敞口。提前锁定3至5年的出货量与价格，即便经济下行导致需求急剧萎缩，企业仍可凭借既定合约维持业绩，从而获得利润的\"下行刚性\"。在资本支出层面，LTA同样带来效率提升。出货量既已确定，企业可以摒弃盲目扩产竞赛，转而实施精准计算的设备投资。业界普遍认为，随着长期合约占比提升，存储企业的利润率将在更高水平上保持稳定。对于HBM等工艺难度高、客户定制化需求强的产品而言，\"先接单、后生产\"的模式尤为关键——这不仅可从源头消除库存压力，还能提升量产效率，构建类似晶圆代工的定制化供应体系。一位业内人士表示，\"存储企业担忧价格下跌、仓库积压库存的时代已经结束\"，\"三星电子和SK海力士如今已超越单纯的存储供应商角色，跃升为全球大型科技公司的战略性基础设施合作伙伴。","news_type":1,"symbols_score_info":{"DRAM":1.5,"07347":2,"07747":2,"EMXC":1.5,"07709":2}},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551720305357576,"gmtCreate":1775719172755,"gmtModify":1775719859488,"author":{"id":"4200638915699862","authorId":"4200638915699862","name":"上帝不离不弃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4200638915699862","idStr":"4200638915699862"},"themes":[],"title":"","htmlText":"已疯[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;","listText":"已疯[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;","text":"已疯[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551720305357576","repostId":"1130271036","repostType":4,"repost":{"id":"1130271036","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":1775717625,"share":"https://www.laohu8.com/m/news/1130271036?lang=zh_CN&edition=full","pubTime":"2026-04-09 14:53","market":"us","language":"zh","title":"伊朗驻巴基斯坦大使删除伊朗代表团将抵达伊斯兰堡的帖文","url":"https://stock-news.laohu8.com/highlight/detail?id=1130271036","media":"老虎资讯综合","summary":"4月9日，伊朗驻巴基斯坦大使穆加达姆9日删除了他此前在社交媒体平台X上发布的关于伊朗代表团将于9日晚抵达巴基斯坦伊斯兰堡的帖文。穆加达姆此前发文说，尽管以色列屡次违反停火协议，但应巴基斯坦总理夏巴兹邀请，伊朗代表团将于9日晚抵达伊斯兰堡，就伊朗提出的10项停战条款展开严肃对话。 (新华社)","content":"<html><head></head><body><p>4月9日，伊朗驻巴基斯坦大使穆加达姆9日删除了他此前在社交媒体平台X上发布的关于伊朗代表团将于9日晚抵达巴基斯坦伊斯兰堡的帖文。穆加达姆此前发文说，尽管以色列屡次违反停火协议，但应巴基斯坦总理夏巴兹邀请，伊朗代表团将于9日晚抵达伊斯兰堡，就伊朗提出的10项停战条款展开严肃对话。 (新华社)</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>伊朗驻巴基斯坦大使删除伊朗代表团将抵达伊斯兰堡的帖文</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伊朗驻巴基斯坦大使删除伊朗代表团将抵达伊斯兰堡的帖文\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-04-09 14:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月9日，伊朗驻巴基斯坦大使穆加达姆9日删除了他此前在社交媒体平台X上发布的关于伊朗代表团将于9日晚抵达巴基斯坦伊斯兰堡的帖文。穆加达姆此前发文说，尽管以色列屡次违反停火协议，但应巴基斯坦总理夏巴兹邀请，伊朗代表团将于9日晚抵达伊斯兰堡，就伊朗提出的10项停战条款展开严肃对话。 (新华社)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130271036","content_text":"4月9日，伊朗驻巴基斯坦大使穆加达姆9日删除了他此前在社交媒体平台X上发布的关于伊朗代表团将于9日晚抵达巴基斯坦伊斯兰堡的帖文。穆加达姆此前发文说，尽管以色列屡次违反停火协议，但应巴基斯坦总理夏巴兹邀请，伊朗代表团将于9日晚抵达伊斯兰堡，就伊朗提出的10项停战条款展开严肃对话。 (新华社)","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551720171418712,"gmtCreate":1775719144563,"gmtModify":1775719146681,"author":{"id":"4200638915699862","authorId":"4200638915699862","name":"上帝不离不弃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4200638915699862","idStr":"4200638915699862"},"themes":[],"title":"","htmlText":"都疯了，彻底都疯了，地球💥吧[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;<a href=\"https://laohu8.com/S/00883\">$中国海洋石油(00883)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/00568\">$山东墨龙(00568)$ </a>&nbsp;<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$ </a>&nbsp;<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a>&nbsp;","listText":"都疯了，彻底都疯了，地球💥吧[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;<a href=\"https://laohu8.com/S/00883\">$中国海洋石油(00883)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/00568\">$山东墨龙(00568)$ </a>&nbsp;<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$ </a>&nbsp;<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a>&nbsp;","text":"都疯了，彻底都疯了，地球💥吧[捂脸] [捂脸] [捂脸] $中国海洋石油(00883)$ $山东墨龙(00568)$ $MINIMAX-WP(00100)$ $智谱(02513)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551720171418712","repostId":"1130271036","repostType":4,"repost":{"id":"1130271036","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":1775717625,"share":"https://www.laohu8.com/m/news/1130271036?lang=zh_CN&edition=full","pubTime":"2026-04-09 14:53","market":"us","language":"zh","title":"伊朗驻巴基斯坦大使删除伊朗代表团将抵达伊斯兰堡的帖文","url":"https://stock-news.laohu8.com/highlight/detail?id=1130271036","media":"老虎资讯综合","summary":"4月9日，伊朗驻巴基斯坦大使穆加达姆9日删除了他此前在社交媒体平台X上发布的关于伊朗代表团将于9日晚抵达巴基斯坦伊斯兰堡的帖文。穆加达姆此前发文说，尽管以色列屡次违反停火协议，但应巴基斯坦总理夏巴兹邀请，伊朗代表团将于9日晚抵达伊斯兰堡，就伊朗提出的10项停战条款展开严肃对话。 (新华社)","content":"<html><head></head><body><p>4月9日，伊朗驻巴基斯坦大使穆加达姆9日删除了他此前在社交媒体平台X上发布的关于伊朗代表团将于9日晚抵达巴基斯坦伊斯兰堡的帖文。穆加达姆此前发文说，尽管以色列屡次违反停火协议，但应巴基斯坦总理夏巴兹邀请，伊朗代表团将于9日晚抵达伊斯兰堡，就伊朗提出的10项停战条款展开严肃对话。 (新华社)</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>伊朗驻巴基斯坦大使删除伊朗代表团将抵达伊斯兰堡的帖文</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伊朗驻巴基斯坦大使删除伊朗代表团将抵达伊斯兰堡的帖文\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-04-09 14:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月9日，伊朗驻巴基斯坦大使穆加达姆9日删除了他此前在社交媒体平台X上发布的关于伊朗代表团将于9日晚抵达巴基斯坦伊斯兰堡的帖文。穆加达姆此前发文说，尽管以色列屡次违反停火协议，但应巴基斯坦总理夏巴兹邀请，伊朗代表团将于9日晚抵达伊斯兰堡，就伊朗提出的10项停战条款展开严肃对话。 (新华社)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130271036","content_text":"4月9日，伊朗驻巴基斯坦大使穆加达姆9日删除了他此前在社交媒体平台X上发布的关于伊朗代表团将于9日晚抵达巴基斯坦伊斯兰堡的帖文。穆加达姆此前发文说，尽管以色列屡次违反停火协议，但应巴基斯坦总理夏巴兹邀请，伊朗代表团将于9日晚抵达伊斯兰堡，就伊朗提出的10项停战条款展开严肃对话。 (新华社)","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551692455634008,"gmtCreate":1775712378013,"gmtModify":1775712380125,"author":{"id":"4200638915699862","authorId":"4200638915699862","name":"上帝不离不弃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4200638915699862","idStr":"4200638915699862"},"themes":[],"title":"","htmlText":"大家买票之前都不看国际新闻吗？<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$ </a>&nbsp;<a href=\"https://laohu8.com/S/00568\">$山东墨龙(00568)$ </a>&nbsp;<a href=\"https://laohu8.com/S/00883\">$中国海洋石油(00883)$&nbsp;</a>&nbsp;","listText":"大家买票之前都不看国际新闻吗？<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$ </a>&nbsp;<a href=\"https://laohu8.com/S/00568\">$山东墨龙(00568)$ </a>&nbsp;<a href=\"https://laohu8.com/S/00883\">$中国海洋石油(00883)$&nbsp;</a>&nbsp;","text":"大家买票之前都不看国际新闻吗？$MINIMAX-WP(00100)$ $山东墨龙(00568)$ $中国海洋石油(00883)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551692455634008","repostId":"1118564702","repostType":4,"repost":{"id":"1118564702","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":1775706749,"share":"https://www.laohu8.com/m/news/1118564702?lang=zh_CN&edition=full","pubTime":"2026-04-09 11:52","market":"us","language":"zh","title":"特朗普：所有美国舰船、飞机和军事人员将继续留在伊朗周围","url":"https://stock-news.laohu8.com/highlight/detail?id=1118564702","media":"老虎资讯综合","summary":"4月9日，美国总统特朗普： 所有美国舰船、飞机和军事人员，以及额外的弹药、武器和任何其他适合且必要的物资，将在伊朗及其周边地区待命，直到达成的真正协议得到全面遵守。如果出于任何原因未能遵守（这种可能性极小），那么“开火”将会开始，规模更大、效果更好、力量更强，超出任何人以往的想象。霍尔木兹海峡必须保持开放与安全。与此同时，我们伟大的军队正在装载补给并进行休整，实际上正期待着下一次征服。","content":"<html><head></head><body><p>4月9日，美国总统特朗普在社交媒体上发文称，所有美国舰船、飞机及军事人员，连同额外弹药、武器以及任何其他适当且必要的物资，“将继续驻扎在伊朗境内及其周边地区，直到达成的协议得到全面遵守”。 (新华社)</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/476a2a1da05fd15b3e7e2dda8d77d490\" title=\"\" tg-width=\"696\" tg-height=\"663\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特朗普：所有美国舰船、飞机和军事人员将继续留在伊朗周围</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特朗普：所有美国舰船、飞机和军事人员将继续留在伊朗周围\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-04-09 11:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月9日，美国总统特朗普在社交媒体上发文称，所有美国舰船、飞机及军事人员，连同额外弹药、武器以及任何其他适当且必要的物资，“将继续驻扎在伊朗境内及其周边地区，直到达成的协议得到全面遵守”。 (新华社)</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/476a2a1da05fd15b3e7e2dda8d77d490\" title=\"\" tg-width=\"696\" tg-height=\"663\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/27a59de60246d0e609bc6736f85940c5","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118564702","content_text":"4月9日，美国总统特朗普在社交媒体上发文称，所有美国舰船、飞机及军事人员，连同额外弹药、武器以及任何其他适当且必要的物资，“将继续驻扎在伊朗境内及其周边地区，直到达成的协议得到全面遵守”。 (新华社)","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551353853761144,"gmtCreate":1775629715429,"gmtModify":1775629717283,"author":{"id":"4200638915699862","authorId":"4200638915699862","name":"上帝不离不弃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4200638915699862","idStr":"4200638915699862"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00568\">$山东墨龙(00568)$ </a> 怎么你们都买海洋石油不买墨龙？涨幅不是更大吗？<a href=\"https://laohu8.com/S/00883\">$中国海洋石油(00883)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/00568\">$山东墨龙(00568)$ </a> 怎么你们都买海洋石油不买墨龙？涨幅不是更大吗？<a href=\"https://laohu8.com/S/00883\">$中国海洋石油(00883)$&nbsp;</a>&nbsp;","text":"$山东墨龙(00568)$ 怎么你们都买海洋石油不买墨龙？涨幅不是更大吗？$中国海洋石油(00883)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551353853761144","isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":553051745998824,"gmtCreate":1776057037460,"gmtModify":1776057039503,"author":{"id":"4200638915699862","authorId":"4200638915699862","name":"上帝不离不弃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4200638915699862","idStr":"4200638915699862"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06869\">$长飞光纤光缆(06869)$ </a> 行业还在，无视回调","listText":"<a href=\"https://laohu8.com/S/06869\">$长飞光纤光缆(06869)$ </a> 行业还在，无视回调","text":"$长飞光纤光缆(06869)$ 行业还在，无视回调","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/553051745998824","isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553407593931480,"gmtCreate":1776143843438,"gmtModify":1776143845507,"author":{"id":"4200638915699862","authorId":"4200638915699862","name":"上帝不离不弃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4200638915699862","idStr":"4200638915699862"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06636\">$极视角(06636)$ </a> 今天的低位有人买吗？","listText":"<a href=\"https://laohu8.com/S/06636\">$极视角(06636)$ </a> 今天的低位有人买吗？","text":"$极视角(06636)$ 今天的低位有人买吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/553407593931480","isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4225341550624082","authorId":"4225341550624082","name":"Jason L.666888","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4225341550624082","idStr":"4225341550624082"},"content":"明天会起飞吗","text":"明天会起飞吗","html":"明天会起飞吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553025441782056,"gmtCreate":1776050620220,"gmtModify":1776050622447,"author":{"id":"4200638915699862","authorId":"4200638915699862","name":"上帝不离不弃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4200638915699862","idStr":"4200638915699862"},"themes":[],"title":"","htmlText":"这两现在都一个价了，mini明显滞后了吧 <a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a>&nbsp;<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$ </a>&nbsp;","listText":"这两现在都一个价了，mini明显滞后了吧 <a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a>&nbsp;<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$ </a>&nbsp;","text":"这两现在都一个价了，mini明显滞后了吧 $智谱(02513)$ $MINIMAX-WP(00100)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/553025441782056","isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4198996592997092","authorId":"4198996592997092","name":"花花0620","avatar":"https://static.tigerbbs.com/2f9424cb3cc7989f751747b6925efedc","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"4198996592997092","idStr":"4198996592997092"},"content":"这废材每天都是跌跌不休，应该是到顶了","text":"这废材每天都是跌跌不休，应该是到顶了","html":"这废材每天都是跌跌不休，应该是到顶了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553014858069384,"gmtCreate":1776047964899,"gmtModify":1776047966976,"author":{"id":"4200638915699862","authorId":"4200638915699862","name":"上帝不离不弃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4200638915699862","idStr":"4200638915699862"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03317\">$迅策(03317)$ </a> 这只各位看到多少？","listText":"<a href=\"https://laohu8.com/S/03317\">$迅策(03317)$ </a> 这只各位看到多少？","text":"$迅策(03317)$ 这只各位看到多少？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/553014858069384","isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496797352518496,"gmtCreate":1762311258220,"gmtModify":1762311270263,"author":{"id":"4200638915699862","authorId":"4200638915699862","name":"上帝不离不弃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4200638915699862","idStr":"4200638915699862"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02259\">$紫金黄金国际(02259)$ </a> 每天上一个来回，也是不错的","listText":"<a href=\"https://laohu8.com/S/02259\">$紫金黄金国际(02259)$ </a> 每天上一个来回，也是不错的","text":"$紫金黄金国际(02259)$ 每天上一个来回，也是不错的","images":[{"img":"https://static.tigerbbs.com/31e66d119d9dca5d97b51b278710108c","width":"986","height":"1963"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/496797352518496","isVote":1,"tweetType":1,"viewCount":1758,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556585696539203","authorId":"3556585696539203","name":"wxl王先生","avatar":"https://static.tigerbbs.com/7903474c7170e55e6c524ac5ebd98102","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3556585696539203","idStr":"3556585696539203"},"content":"这个垃圾，","text":"这个垃圾，","html":"这个垃圾，"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":423439764853624,"gmtCreate":1744397856810,"gmtModify":1744397858471,"author":{"id":"4200638915699862","authorId":"4200638915699862","name":"上帝不离不弃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4200638915699862","idStr":"4200638915699862"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ </a> 本来是有点期待的，懂王这样一搞，前几天还说拟让所有中方企业退股，不现实好吧，但是环境一下被打乱了啊[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ </a> 本来是有点期待的，懂王这样一搞，前几天还说拟让所有中方企业退股，不现实好吧，但是环境一下被打乱了啊[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;","text":"$霸王茶姬(CHA)$ 本来是有点期待的，懂王这样一搞，前几天还说拟让所有中方企业退股，不现实好吧，但是环境一下被打乱了啊[捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/423439764853624","isVote":1,"tweetType":1,"viewCount":3396,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4200281066119772","authorId":"4200281066119772","name":"遥远的地平线","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4200281066119772","idStr":"4200281066119772"},"content":"中概股最近稳定了，应该可以吧","text":"中概股最近稳定了，应该可以吧","html":"中概股最近稳定了，应该可以吧"},{"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"心機之蛙","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"content":"我也是想到特朗普的话","text":"我也是想到特朗普的话","html":"我也是想到特朗普的话"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553515372869912,"gmtCreate":1776170231339,"gmtModify":1776170233420,"author":{"id":"4200638915699862","authorId":"4200638915699862","name":"上帝不离不弃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4200638915699862","idStr":"4200638915699862"},"themes":[],"title":"","htmlText":"我不相信直接冲1000，连涨9天不回调&nbsp;<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a>&nbsp;","listText":"我不相信直接冲1000，连涨9天不回调&nbsp;<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a>&nbsp;","text":"我不相信直接冲1000，连涨9天不回调 $闪迪(SNDK)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553515372869912","isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553057836980304,"gmtCreate":1776058525674,"gmtModify":1776058527462,"author":{"id":"4200638915699862","authorId":"4200638915699862","name":"上帝不离不弃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4200638915699862","idStr":"4200638915699862"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01384\">$滴普科技(01384)$ </a> 这只大家看到多少？","listText":"<a href=\"https://laohu8.com/S/01384\">$滴普科技(01384)$ </a> 这只大家看到多少？","text":"$滴普科技(01384)$ 这只大家看到多少？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/553057836980304","isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563172471882284","authorId":"3563172471882284","name":"tkf","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3563172471882284","idStr":"3563172471882284"},"content":"回到120","text":"回到120","html":"回到120"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522289274335928,"gmtCreate":1768547993447,"gmtModify":1768547994994,"author":{"id":"4200638915699862","authorId":"4200638915699862","name":"上帝不离不弃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4200638915699862","idStr":"4200638915699862"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$ </a> 它在诱多","listText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$ </a> 它在诱多","text":"$MINIMAX-WP(00100)$ 它在诱多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/522289274335928","isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4202388740426642","authorId":"4202388740426642","name":"Arenique","avatar":"https://static.tigerbbs.com/18f7743ca30c51d122a7f6c6ad2867ee","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4202388740426642","idStr":"4202388740426642"},"content":"真正好的公司不需要一开始就这样","text":"真正好的公司不需要一开始就这样","html":"真正好的公司不需要一开始就这样"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548860664049760,"gmtCreate":1775022664524,"gmtModify":1775022666961,"author":{"id":"4200638915699862","authorId":"4200638915699862","name":"上帝不离不弃","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4200638915699862","idStr":"4200638915699862"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 美股里面如今最靠谱的就是它了，没有第二个，逢低买入，每次能吃上每股100美金左右的涨幅","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 美股里面如今最靠谱的就是它了，没有第二个，逢低买入，每次能吃上每股100美金左右的涨幅","text":"$闪迪(SNDK)$ 美股里面如今最靠谱的就是它了，没有第二个，逢低买入，每次能吃上每股100美金左右的涨幅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548860664049760","isVote":1,"tweetType":1,"viewCount":928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}