日2.5市盈率85 市净率90的个人主页 - 老虎社区

日2.5市盈率85 市净率90

日2.5市盈率85 市净率90

入了21035 hkd 到tiger扣了200多cnh，变成2711usd

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日2.5市盈率85 市净率90

2025-04-30

$元保(YB)$ 怎么22快卖不了，什么时候结束？盘前请假几点几分啊？

日2.5市盈率85 市净率90

2025-04-30

$元保(YB)$ 怎么到23.83，58%的涨幅就停牌了呀？

日2.5市盈率85 市净率90

2025-04-17

$霸王茶姬(CHA)$ 17号几点钟能看到申购的结果呀？

日2.5市盈率85 市净率90

2025-05-09

$游戏驿站(GME)$ 这个怎么弄期权能赚200%

日2.5市盈率85 市净率90

2025-04-22

$特斯拉(TSLA)$ 。。

日2.5市盈率85 市净率90

2025-05-06

$沪上阿姨(02589)$ 每次这个申购都是订最高价。那这个每次招股搞一个范围干啥呢？不如直接就固定一个价格数值就好了，还搞一个区间有什么用？

日2.5市盈率85 市净率90

2025-04-30

$元保(YB)$ 这为啥停牌价格还在变化的？

日2.5市盈率85 市净率90

2025-05-16

哪些内容造假？

日2.5市盈率85 市净率90

2025-05-16

洞察美股上市公司Form4内部人士调仓变化

查看详情：洞察美股上市公司Form4内部人士调仓变化美股上市公司CEO近期如何操作？此帖仅开放于中国大陆用户

洞察美股上市公司Form4内部人士调仓变化

日2.5市盈率85 市净率90

2025-05-15

这篇文章不错，转发给大家看看

期权大单 | 中东送大礼，超微电脑CALL狂飙22倍，AMD等公司也获看多

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中东送大礼，超微电脑CALL狂飙22倍，AMD等公司也获看多","url":"https://stock-news.laohu8.com/highlight/detail?id=1177193304","media":"老虎资讯综合","summary":"周三美股期权市场成交54,333,179张合约。","content":"<html><head></head><body><h3 id=\"id_880334941\">市场概览</h3><p>昨日（周三），美股三大指数涨跌不一，道指走低，标普500指数三连涨，纳指则连涨第六天。美股期权市场成交54,333,179张合约，其中看涨合约（CALL）占比62%，看跌合约（PUT）占比38%。</p><h3 id=\"id_680536718\">期权成交观察：曾经的“AI妖股”，再掀狂飙</h3><p>英伟达、特斯拉排名个股期权成交的前两位，两家巨头均收涨超4%，近期走势十分强劲。超微电脑、AMD成交量紧随其后，表现亮眼。</p><p>周三，<a href=\"https://laohu8.com/S/SMCI\" title=\"超微电脑\" class=\"\">超微电脑</a>股价大涨近16%，两个交易日涨逾34%。<strong>以周三盘中高点计算，最近半个月的时间，超微电脑较近期低点累计大涨超60%。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/455d82b17deb8bc5cb932e73f5c148a6\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>超微电脑本轮行情的动力，除了来自AI概念股的整体升力，还因为特朗普访问中东期间，与沙特达成大规模商业协议——<strong>沙特阿拉伯数据中心公司DataVolt与超微电脑签署了一份多年期合作协议，达成200亿美元的交易。</strong></p><p>超微电脑多份50美元行权价的CALL单成交活跃，最近到期日为本周五。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff4dfe58e69c8401ffd8adb46c625521\" title=\"\" tg-width=\"945\" tg-height=\"391\"/></p><p style=\"text-align: start;\">另外，本周五到期的58美元行权价的CALL，成交价格飙升22倍！</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69c2a63d547535ccc0190403a140e26e\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><h3 id=\"id_2017118384\">异动观察：来自中东土豪的“泼天富贵”</h3><p style=\"text-align: start;\">除了超微电脑之外，<a href=\"https://laohu8.com/S/NVDA\" title=\"英伟达\" class=\"\">英伟达</a>、AMD、<a href=\"https://laohu8.com/S/GOOG\" title=\"谷歌\" class=\"\">谷歌</a>、<a href=\"https://laohu8.com/S/ORCL\" title=\"甲骨文\" class=\"\">甲骨文</a>、等公司也纷纷收获来自中东土豪的“大礼包”。超微电脑的合作伙伴英伟达和AMD将向沙特阿拉伯人工智能公司Humain供应半导体产品，用于其大型数据中心项目。英伟达将向Humain出售超过18000块其最新的人工智能芯片。</p><p>AMD昨日也涨逾4%，活跃CALL单的最高周内押注达130美元，较现价有超10%的涨幅空间。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5def16aff9f08563326f936f73d507d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/105763bdd49a063298519c0666bbf6e6\" title=\"\" tg-width=\"955\" tg-height=\"392\"/></p><p style=\"text-align: start;\">当前，美国半导体行业巨头们正在努力扩大AI加速器芯片的客户群。目前，这一市场主要由少数几家数据中心运营商主导，包括<a href=\"https://laohu8.com/S/MSFT\" title=\"微软\" class=\"\">微软</a>和<a href=\"https://laohu8.com/S/AMZN\" title=\"亚马逊\" class=\"\">亚马逊</a>等。吸引主权AI，即由国家支持、旨在建立本国人工智能能力的项目，是拓展客户群的重要策略之一。</p><p>这几天，市场的注意力再次被吸引到AI板块上，各赛道的龙头股大放异彩，期权市场的机会也将十分丰富。</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>期权大单 | 中东送大礼，超微电脑CALL狂飙22倍，AMD等公司也获看多</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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期权大单 | 中东送大礼，超微电脑CALL狂飙22倍，AMD等公司也获看多\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-05-15 14:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_880334941\">市场概览</h3><p>昨日（周三），美股三大指数涨跌不一，道指走低，标普500指数三连涨，纳指则连涨第六天。美股期权市场成交54,333,179张合约，其中看涨合约（CALL）占比62%，看跌合约（PUT）占比38%。</p><h3 id=\"id_680536718\">期权成交观察：曾经的“AI妖股”，再掀狂飙</h3><p>英伟达、特斯拉排名个股期权成交的前两位，两家巨头均收涨超4%，近期走势十分强劲。超微电脑、AMD成交量紧随其后，表现亮眼。</p><p>周三，<a href=\"https://laohu8.com/S/SMCI\" title=\"超微电脑\" class=\"\">超微电脑</a>股价大涨近16%，两个交易日涨逾34%。<strong>以周三盘中高点计算，最近半个月的时间，超微电脑较近期低点累计大涨超60%。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/455d82b17deb8bc5cb932e73f5c148a6\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>超微电脑本轮行情的动力，除了来自AI概念股的整体升力，还因为特朗普访问中东期间，与沙特达成大规模商业协议——<strong>沙特阿拉伯数据中心公司DataVolt与超微电脑签署了一份多年期合作协议，达成200亿美元的交易。</strong></p><p>超微电脑多份50美元行权价的CALL单成交活跃，最近到期日为本周五。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff4dfe58e69c8401ffd8adb46c625521\" title=\"\" tg-width=\"945\" tg-height=\"391\"/></p><p style=\"text-align: start;\">另外，本周五到期的58美元行权价的CALL，成交价格飙升22倍！</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69c2a63d547535ccc0190403a140e26e\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><h3 id=\"id_2017118384\">异动观察：来自中东土豪的“泼天富贵”</h3><p style=\"text-align: start;\">除了超微电脑之外，<a href=\"https://laohu8.com/S/NVDA\" title=\"英伟达\" class=\"\">英伟达</a>、AMD、<a href=\"https://laohu8.com/S/GOOG\" title=\"谷歌\" class=\"\">谷歌</a>、<a href=\"https://laohu8.com/S/ORCL\" title=\"甲骨文\" class=\"\">甲骨文</a>、等公司也纷纷收获来自中东土豪的“大礼包”。超微电脑的合作伙伴英伟达和AMD将向沙特阿拉伯人工智能公司Humain供应半导体产品，用于其大型数据中心项目。英伟达将向Humain出售超过18000块其最新的人工智能芯片。</p><p>AMD昨日也涨逾4%，活跃CALL单的最高周内押注达130美元，较现价有超10%的涨幅空间。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5def16aff9f08563326f936f73d507d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/105763bdd49a063298519c0666bbf6e6\" title=\"\" tg-width=\"955\" tg-height=\"392\"/></p><p style=\"text-align: start;\">当前，美国半导体行业巨头们正在努力扩大AI加速器芯片的客户群。目前，这一市场主要由少数几家数据中心运营商主导，包括<a href=\"https://laohu8.com/S/MSFT\" title=\"微软\" class=\"\">微软</a>和<a href=\"https://laohu8.com/S/AMZN\" title=\"亚马逊\" class=\"\">亚马逊</a>等。吸引主权AI，即由国家支持、旨在建立本国人工智能能力的项目，是拓展客户群的重要策略之一。</p><p>这几天，市场的注意力再次被吸引到AI板块上，各赛道的龙头股大放异彩，期权市场的机会也将十分丰富。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/0a69005c756914604e09f16f6e2f8202","relate_stocks":{"SMCI":"超微电脑","AMD":"美国超微公司"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177193304","content_text":"市场概览昨日（周三），美股三大指数涨跌不一，道指走低，标普500指数三连涨，纳指则连涨第六天。美股期权市场成交54,333,179张合约，其中看涨合约（CALL）占比62%，看跌合约（PUT）占比38%。期权成交观察：曾经的“AI妖股”，再掀狂飙英伟达、特斯拉排名个股期权成交的前两位，两家巨头均收涨超4%，近期走势十分强劲。超微电脑、AMD成交量紧随其后，表现亮眼。周三，超微电脑股价大涨近16%，两个交易日涨逾34%。以周三盘中高点计算，最近半个月的时间，超微电脑较近期低点累计大涨超60%。超微电脑本轮行情的动力，除了来自AI概念股的整体升力，还因为特朗普访问中东期间，与沙特达成大规模商业协议——沙特阿拉伯数据中心公司DataVolt与超微电脑签署了一份多年期合作协议，达成200亿美元的交易。超微电脑多份50美元行权价的CALL单成交活跃，最近到期日为本周五。另外，本周五到期的58美元行权价的CALL，成交价格飙升22倍！异动观察：来自中东土豪的“泼天富贵”除了超微电脑之外，英伟达、AMD、谷歌、甲骨文、等公司也纷纷收获来自中东土豪的“大礼包”。超微电脑的合作伙伴英伟达和AMD将向沙特阿拉伯人工智能公司Humain供应半导体产品，用于其大型数据中心项目。英伟达将向Humain出售超过18000块其最新的人工智能芯片。AMD昨日也涨逾4%，活跃CALL单的最高周内押注达130美元，较现价有超10%的涨幅空间。当前，美国半导体行业巨头们正在努力扩大AI加速器芯片的客户群。目前，这一市场主要由少数几家数据中心运营商主导，包括微软和亚马逊等。吸引主权AI，即由国家支持、旨在建立本国人工智能能力的项目，是拓展客户群的重要策略之一。这几天，市场的注意力再次被吸引到AI板块上，各赛道的龙头股大放异彩，期权市场的机会也将十分丰富。","news_type":1,"symbols_score_info":{"AMD":1.1,"SMCI":1.1}},"isVote":1,"tweetType":1,"viewCount":2846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435009731694688,"gmtCreate":1747223225227,"gmtModify":1747223226888,"author":{"id":"4203008314449692","authorId":"4203008314449692","name":"日2.5市盈率85 市净率90","avatar":"https://static.tigerbbs.com/665e7fc11b7725ced973939fc74726ab","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4203008314449692","idStr":"4203008314449692"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435009731694688","repostId":"2535010442","repostType":2,"repost":{"id":"2535010442","kind":"news","pubTimestamp":1747213440,"share":"https://www.laohu8.com/m/news/2535010442?lang=zh_CN&edition=full","pubTime":"2025-05-14 17:04","market":"us","language":"zh","title":"NVIDIA、联发科进军PC处理器！华硕、联想等巨头已在备新机","url":"https://stock-news.laohu8.com/highlight/detail?id=2535010442","media":"Ofweek光电信息网","summary":"快科技5月14日消息，根据最新报道，NVIDIA和联发科计划在即将到来的Computex展会上，联合发布其用于Windows PC的“N1”系列Arm芯片。据透露，NVIDIA和联发科的芯片路线图包括面向高端消费市场和商业市场的N1X AI笔记本电脑，其AI计算性能可达180-200 TOPS，消费级AI笔记本将采用N1C处理器。此外，NVIDIA的DFX Station也在开发中，该设备将配备GB300 Grace Blackwell Ultra“超级芯片”，具备20K TOPS的AI计算能力，支持Windows和macOS系统。","content":"<html><body><article><p>快科技5月14日消息，<strong>根据最新报道，NVIDIA和联发科计划在即将到来的Computex展会上，联合发布其用于Windows PC的“N1”系列Arm芯片。</strong></p><p>报道称，这款联合开发的芯片可能会以NVIDIA品牌推出，包括N1X和N1两种型号。</p><p>目前两家公司正在加速生产，但知情人士认为，大规模<span>出货</span>可能要到2026年下半年才会实现，这一延迟可能与芯片在终端设备上的集成问题有关。</p><p><strong>华硕、<a href=\"https://laohu8.com/S/DELL\">戴尔</a>、联想和<a href=\"https://laohu8.com/S/HPQ\">惠普</a>等知名厂商都在计划推出搭载这些芯片的台式机和笔记本电脑，而微<a href=\"https://laohu8.com/S/CC3.SI\">星和</a>广达也已进入相关供应链。</strong></p><p>据透露，NVIDIA和联发科的芯片路线图包括面向高端消费市场和商业市场的N1X AI笔记本电脑，其AI计算性能可达180-200 TOPS，消费级AI笔记本将采用N1C处理器。</p><p>此外，NVIDIA的DFX Station也在开发中，该设备将配备GB300 Grace Blackwell Ultra“超级芯片”，具备20K TOPS的AI计算能力，支持Windows和macOS系统。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250514171201705d1523b65yovtn7u\"/><p>作者：黑白来源：快科技</p></article></body></html>","source":"tencent","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>NVIDIA、联发科进军PC处理器！华硕、联想等巨头已在备新机</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{ 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{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\">\nNVIDIA、联发科进军PC处理器！华硕、联想等巨头已在备新机\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-14 17:04 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025051417404394f68f2f&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技5月14日消息，根据最新报道，NVIDIA和联发科计划在即将到来的Computex展会上，联合发布其用于Windows PC的“N1”系列Arm芯片。报道称，这款联合开发的芯片可能会以NVIDIA品牌推出，包括N1X和N1两种型号。目前两家公司正在加速生产，但知情人士认为，大规模出货可能要到2026年下半年才会实现，这一延迟可能与芯片在终端设备上的集成问题有关。华硕、戴尔、联想和惠普等知名...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025051417404394f68f2f&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVD":"2倍做空NVDA ETF-GraniteShares","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","NVDY":"NVDA期权收益策略ETF-YieldMax","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) 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泡泡玛特盘中大跌5%，疑似蜂巧资本基金到期减持","url":"https://stock-news.laohu8.com/highlight/detail?id=1170253669","media":"异动解读","summary":"港股上市公司泡泡玛特今日盘中出现大幅下跌，股价暴跌5.02%，引发市场广泛关注。据悉，泡泡玛特近期连续出现大宗交易减持。5月7日，一位投资人以每股190.20港元出售泡泡玛特约386万股，涉及资金约7.34亿港元。此前一周，泡泡玛特已连续两次被投资人减持股票，涉及资金约15亿港元。泡泡玛特基本面未受影响，前两次减持后股价仍保持上涨，显示市场对其全球化发展带来的业绩增长仍具信心。","content":"<p>港股上市公司泡泡玛特（09992.HK）今日盘中出现大幅下跌，股价暴跌5.02%，引发市场广泛关注。</p>\n\n<p>据悉，泡泡玛特近期连续出现大宗交易减持。5月7日，一位投资人以每股190.20港元出售泡泡玛特约386万股，涉及资金约7.34亿港元。此前一周，泡泡玛特已连续两次被投资人减持股票，涉及资金约15亿港元。有知情人士透露，此次连续减持并非公司管理层行为，而很可能是蜂巧资本基金到期发生的自然减持，与公司基本面无关。</p>\n\n<p>值得注意的是，近一周内发生的三次减持总计1191万股，占公司股份比例约为0.9%。尽管如此，一位不具名投资人表示，在港股上市公司中，基金到期出清后往往会吸引公募基金重新买入，可能对企业形成利好。泡泡玛特基本面未受影响，前两次减持后股价仍保持上涨，显示市场对其全球化发展带来的业绩增长仍具信心。投资者应密切关注后续市场反应及公司基本面变化。</p>","source":"ai_movement_cn","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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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-05-07 11:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>港股上市公司泡泡玛特（09992.HK）今日盘中出现大幅下跌，股价暴跌5.02%，引发市场广泛关注。</p>\n\n<p>据悉，泡泡玛特近期连续出现大宗交易减持。5月7日，一位投资人以每股190.20港元出售泡泡玛特约386万股，涉及资金约7.34亿港元。此前一周，泡泡玛特已连续两次被投资人减持股票，涉及资金约15亿港元。有知情人士透露，此次连续减持并非公司管理层行为，而很可能是蜂巧资本基金到期发生的自然减持，与公司基本面无关。</p>\n\n<p>值得注意的是，近一周内发生的三次减持总计1191万股，占公司股份比例约为0.9%。尽管如此，一位不具名投资人表示，在港股上市公司中，基金到期出清后往往会吸引公募基金重新买入，可能对企业形成利好。泡泡玛特基本面未受影响，前两次减持后股价仍保持上涨，显示市场对其全球化发展带来的业绩增长仍具信心。投资者应密切关注后续市场反应及公司基本面变化。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09992":"泡泡玛特"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170253669","content_text":"港股上市公司泡泡玛特（09992.HK）今日盘中出现大幅下跌，股价暴跌5.02%，引发市场广泛关注。\n据悉，泡泡玛特近期连续出现大宗交易减持。5月7日，一位投资人以每股190.20港元出售泡泡玛特约386万股，涉及资金约7.34亿港元。此前一周，泡泡玛特已连续两次被投资人减持股票，涉及资金约15亿港元。有知情人士透露，此次连续减持并非公司管理层行为，而很可能是蜂巧资本基金到期发生的自然减持，与公司基本面无关。\n值得注意的是，近一周内发生的三次减持总计1191万股，占公司股份比例约为0.9%。尽管如此，一位不具名投资人表示，在港股上市公司中，基金到期出清后往往会吸引公募基金重新买入，可能对企业形成利好。泡泡玛特基本面未受影响，前两次减持后股价仍保持上涨，显示市场对其全球化发展带来的业绩增长仍具信心。投资者应密切关注后续市场反应及公司基本面变化。","news_type":1,"symbols_score_info":{"09992":1}},"isVote":1,"tweetType":1,"viewCount":2961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432499466355552,"gmtCreate":1746600929262,"gmtModify":1746600930985,"author":{"id":"4203008314449692","authorId":"4203008314449692","name":"日2.5市盈率85 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据「TMT星球」了解，此次升级的核心是聚焦区域战略，在大中华区、美洲区、亚太区、欧洲区设置区域总部，泡泡玛特国际集团高级副总裁文德一将兼任集团联席COO，与司德共同负责集团在全球业务的管理及运营工作。架构显示，文德一负责亚太区和欧洲区运营与管理，司德负责大中华区和美洲区运营与管理。 同一天，王宁在全员例会上进行了《个人成长与组织变革》的主题分享，他表示，“这是公司近几年来最大规模的组织架构升级，我相信通过这样的调整，对于整个公司未来的发展是非常有意义、有价值的。”他表示，集团在全员的努力下取得了让人瞩目的成就，但很多企业在巅峰的时候也最容易出问题，好消息满天飞的时候，应该更关注坏消息。 王宁提到，随着集团业绩的爆发式增长，内部也出现了“甜蜜的烦恼”，如管理层级不断增加，部门之间出现信息不对称或者割裂的情况，“相比业绩数据，我们更关心公司的健康度，我们的组织架构应该更加扁平化，从而提高集团管理和协同效率。” 他强调，本次组织架构升级的核心逻辑是希望各部门能够更加标准化，提高效率，形成统一的管理体系，同时希望加大人才流通，提升集团整体的人才密度和梯度。“比如说每个大区的一些岗位，能力值和运营标准应该都是一样的，如果这个大区有这样一个岗位，那这个岗位的人原则上可以随时切换到任何其他区域。” 此外，他还重点分享了对“品牌向上”的理解，他指出，品牌向上的核心逻辑主要包括五点：拒绝傲慢、拒绝诱惑、不将就、及时纠错以及更高追求。 第一，拒绝傲慢。“傲慢是我自己非常不喜欢的情绪，一直以来我们凡是碰到有傲慢情绪的员工都不会让他留下来。品牌向上的初衷是希望大家意识到，作为一个全球化企业，泡泡玛特还是一个太小的公司，和国际巨头企业的差距依然很大，我们还有很大","listText":"4月14日，泡泡玛特国际集团董事长兼CEO王宁发布《组织架构全面升级，推进集团全球化战略目标》全员信，宣布即日起启动全球组织架构全面升级。 据「TMT星球」了解，此次升级的核心是聚焦区域战略，在大中华区、美洲区、亚太区、欧洲区设置区域总部，泡泡玛特国际集团高级副总裁文德一将兼任集团联席COO，与司德共同负责集团在全球业务的管理及运营工作。架构显示，文德一负责亚太区和欧洲区运营与管理，司德负责大中华区和美洲区运营与管理。 同一天，王宁在全员例会上进行了《个人成长与组织变革》的主题分享，他表示，“这是公司近几年来最大规模的组织架构升级，我相信通过这样的调整，对于整个公司未来的发展是非常有意义、有价值的。”他表示，集团在全员的努力下取得了让人瞩目的成就，但很多企业在巅峰的时候也最容易出问题，好消息满天飞的时候，应该更关注坏消息。 王宁提到，随着集团业绩的爆发式增长，内部也出现了“甜蜜的烦恼”，如管理层级不断增加，部门之间出现信息不对称或者割裂的情况，“相比业绩数据，我们更关心公司的健康度，我们的组织架构应该更加扁平化，从而提高集团管理和协同效率。” 他强调，本次组织架构升级的核心逻辑是希望各部门能够更加标准化，提高效率，形成统一的管理体系，同时希望加大人才流通，提升集团整体的人才密度和梯度。“比如说每个大区的一些岗位，能力值和运营标准应该都是一样的，如果这个大区有这样一个岗位，那这个岗位的人原则上可以随时切换到任何其他区域。” 此外，他还重点分享了对“品牌向上”的理解，他指出，品牌向上的核心逻辑主要包括五点：拒绝傲慢、拒绝诱惑、不将就、及时纠错以及更高追求。 第一，拒绝傲慢。“傲慢是我自己非常不喜欢的情绪，一直以来我们凡是碰到有傲慢情绪的员工都不会让他留下来。品牌向上的初衷是希望大家意识到，作为一个全球化企业，泡泡玛特还是一个太小的公司，和国际巨头企业的差距依然很大，我们还有很大","text":"4月14日，泡泡玛特国际集团董事长兼CEO王宁发布《组织架构全面升级，推进集团全球化战略目标》全员信，宣布即日起启动全球组织架构全面升级。 据「TMT星球」了解，此次升级的核心是聚焦区域战略，在大中华区、美洲区、亚太区、欧洲区设置区域总部，泡泡玛特国际集团高级副总裁文德一将兼任集团联席COO，与司德共同负责集团在全球业务的管理及运营工作。架构显示，文德一负责亚太区和欧洲区运营与管理，司德负责大中华区和美洲区运营与管理。 同一天，王宁在全员例会上进行了《个人成长与组织变革》的主题分享，他表示，“这是公司近几年来最大规模的组织架构升级，我相信通过这样的调整，对于整个公司未来的发展是非常有意义、有价值的。”他表示，集团在全员的努力下取得了让人瞩目的成就，但很多企业在巅峰的时候也最容易出问题，好消息满天飞的时候，应该更关注坏消息。 王宁提到，随着集团业绩的爆发式增长，内部也出现了“甜蜜的烦恼”，如管理层级不断增加，部门之间出现信息不对称或者割裂的情况，“相比业绩数据，我们更关心公司的健康度，我们的组织架构应该更加扁平化，从而提高集团管理和协同效率。” 他强调，本次组织架构升级的核心逻辑是希望各部门能够更加标准化，提高效率，形成统一的管理体系，同时希望加大人才流通，提升集团整体的人才密度和梯度。“比如说每个大区的一些岗位，能力值和运营标准应该都是一样的，如果这个大区有这样一个岗位，那这个岗位的人原则上可以随时切换到任何其他区域。” 此外，他还重点分享了对“品牌向上”的理解，他指出，品牌向上的核心逻辑主要包括五点：拒绝傲慢、拒绝诱惑、不将就、及时纠错以及更高追求。 第一，拒绝傲慢。“傲慢是我自己非常不喜欢的情绪，一直以来我们凡是碰到有傲慢情绪的员工都不会让他留下来。品牌向上的初衷是希望大家意识到，作为一个全球化企业，泡泡玛特还是一个太小的公司，和国际巨头企业的差距依然很大，我们还有很大","images":[{"img":"https://static.tigerbbs.com/1df1eb428f725872fa8ac6b9e1cfc632","width":"1265","height":"710"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424485361922168","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432370822025920,"gmtCreate":1746571912129,"gmtModify":1746571914075,"author":{"id":"4203008314449692","authorId":"4203008314449692","name":"日2.5市盈率85 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15:22","market":"other","language":"zh","title":"等72小时再交易！市场已总结出“川普2.0时代交易准则”","url":"https://stock-news.laohu8.com/highlight/detail?id=2532386607","media":"华尔街见闻","summary":"特朗普频繁“推文炸弹”重创市场，投资者摸索出“三天不动”的避险新策略。","content":"<html><head></head><body><blockquote><p>特朗普频繁“推文炸弹”重创市场，投资者摸索出“三天不动”的避险新策略。</p></blockquote><p style=\"text-align: justify;\">特朗普重返美国政坛后频繁通过社交媒体发布政策信息，引发市场动荡。为规避政策快速反转带来的损失，债市投资者已总结出“72小时交易规则”：特朗普发布消息72小时内若无反转，再采取交易行动。</p><h2 id=\"id_1427284160\">债市投资者“草木皆兵”</h2><p style=\"text-align: justify;\">债券投资者曾多次因立即响应特朗普的推文而蒙受损失。</p><p style=\"text-align: justify;\">例如，特朗普发帖威胁对欧洲葡萄酒加征200%关税后，多家投行迅速进行场外交易，押注相关公司（如包装商Ardagh Group SA、Verallia及标签制造商Fedrigoni SpA）债券价格下跌。</p><p style=\"text-align: justify;\">然而，几天后，当最终关税清单公布并无葡萄酒时，债券价格迅速反弹，令提前行动者措手不及。类似地，对加拿大钢铁征收50%关税的威胁也很快被放弃。</p><p style=\"text-align: justify;\">这些频繁反转的事件，令债券投资者对特朗普推文心存忌惮。</p><h2 id=\"id_757559595\">“72小时规则”：在反复中寻求确定性</h2><p style=\"text-align: justify;\">市场参与者痛定思痛后，部分银行和投资者开始采纳“72小时规则”，即在特朗普发布政策信息后的72小时内避免行动，以防政策迅速反转带来损失。</p><p style=\"text-align: justify;\">媒体援引三位资深债市专家的话称，在特朗普发布任何潜在的重大政策信息后，他们会按兵不动，等待三天（72小时）。如果届时其立场未变或未撤回，市场才倾向于相信该政策可能真正落地，并据此进行交易。</p><p style=\"text-align: justify;\">Insight Investment的基金经理布拉甘萨（Catherine Braganza）表示：</p><blockquote><p style=\"text-align: justify;\">“我们已不再立即行动，因为总存在政策反转的风险。投资者逐渐对这类信息产生免疫力。”</p></blockquote><h2 id=\"id_904731291\">与“推文风暴”赛跑：时区优势与加速交易</h2><p style=\"text-align: justify;\">除了事后观察，市场也在寻求主动规避风险。</p><p style=\"text-align: justify;\">欧洲的银行家们发现，利用时区差可以争取宝贵时间。他们开始加速债券发行流程，力图在特朗普“醒来”发帖前、在美国市场开盘带来潜在情绪扰动前，完成定价并锁定投资者。</p><p style=\"text-align: justify;\">“所有人都高度警惕24小时的头条风险，尤其在美国时段频率更高，”摩根士丹利EMEA投资级银团联席主管Matteo Benedetto坦言，“在纽约开盘前完成交易绝对更好。”</p><p style=\"text-align: justify;\">这种紧迫感改变了操作惯例：爱尔兰电信公司Eircom Finance DAC罕见地在一天内完成垃圾债发行、路演和定价；即便是LVMH这样的蓝筹巨头，也选择在欧洲时间下午1点前敲定其19亿欧元债券的最终条款，以规避美市风险。</p><h2 id=\"id_3874303483\">投资重心转向“抗关税”行业</h2><p style=\"text-align: justify;\">持续的政策不确定性，叠加经济学家当时估计未来一年“特朗普引发衰退”的概率达45%，促使信贷投资者重新审视风险，通用汽车、梅赛德斯-奔驰、麦当劳、宝洁等公司或撤回业绩指引或报告销售下滑，进一步强化了市场的避险情绪。</p><p style=\"text-align: justify;\">在此背景下，投资者开始青睐那些受贸易摩擦影响较小、需求稳定的非周期性行业。</p><p style=\"text-align: justify;\">Insight Investment的Braganza就表示，其公司关注罐头番茄生产商、手机服务提供商等。“人们不会因为关税而不做饭，也不会扔掉手机，”她解释道。</p><p style=\"text-align: justify;\">还有一些投资者呼吁市场回归基本面分析，关注企业核心价值，但在全球供应链深度交织的现实下，“说易行难”。</p><p style=\"text-align: justify;\">或许，正如M&amp;G Investments的Fabiana Fedeli所说的那样，应对特朗普的推文风险“更像一门艺术而非科学”。</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>等72小时再交易！市场已总结出“川普2.0时代交易准则”</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等72小时再交易！市场已总结出“川普2.0时代交易准则”\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\">2025-05-03 15:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>特朗普频繁“推文炸弹”重创市场，投资者摸索出“三天不动”的避险新策略。</p></blockquote><p style=\"text-align: justify;\">特朗普重返美国政坛后频繁通过社交媒体发布政策信息，引发市场动荡。为规避政策快速反转带来的损失，债市投资者已总结出“72小时交易规则”：特朗普发布消息72小时内若无反转，再采取交易行动。</p><h2 id=\"id_1427284160\">债市投资者“草木皆兵”</h2><p style=\"text-align: justify;\">债券投资者曾多次因立即响应特朗普的推文而蒙受损失。</p><p style=\"text-align: justify;\">例如，特朗普发帖威胁对欧洲葡萄酒加征200%关税后，多家投行迅速进行场外交易，押注相关公司（如包装商Ardagh Group SA、Verallia及标签制造商Fedrigoni SpA）债券价格下跌。</p><p style=\"text-align: justify;\">然而，几天后，当最终关税清单公布并无葡萄酒时，债券价格迅速反弹，令提前行动者措手不及。类似地，对加拿大钢铁征收50%关税的威胁也很快被放弃。</p><p style=\"text-align: justify;\">这些频繁反转的事件，令债券投资者对特朗普推文心存忌惮。</p><h2 id=\"id_757559595\">“72小时规则”：在反复中寻求确定性</h2><p style=\"text-align: justify;\">市场参与者痛定思痛后，部分银行和投资者开始采纳“72小时规则”，即在特朗普发布政策信息后的72小时内避免行动，以防政策迅速反转带来损失。</p><p style=\"text-align: justify;\">媒体援引三位资深债市专家的话称，在特朗普发布任何潜在的重大政策信息后，他们会按兵不动，等待三天（72小时）。如果届时其立场未变或未撤回，市场才倾向于相信该政策可能真正落地，并据此进行交易。</p><p style=\"text-align: justify;\">Insight Investment的基金经理布拉甘萨（Catherine Braganza）表示：</p><blockquote><p style=\"text-align: justify;\">“我们已不再立即行动，因为总存在政策反转的风险。投资者逐渐对这类信息产生免疫力。”</p></blockquote><h2 id=\"id_904731291\">与“推文风暴”赛跑：时区优势与加速交易</h2><p style=\"text-align: justify;\">除了事后观察，市场也在寻求主动规避风险。</p><p style=\"text-align: justify;\">欧洲的银行家们发现，利用时区差可以争取宝贵时间。他们开始加速债券发行流程，力图在特朗普“醒来”发帖前、在美国市场开盘带来潜在情绪扰动前，完成定价并锁定投资者。</p><p style=\"text-align: justify;\">“所有人都高度警惕24小时的头条风险，尤其在美国时段频率更高，”摩根士丹利EMEA投资级银团联席主管Matteo Benedetto坦言，“在纽约开盘前完成交易绝对更好。”</p><p style=\"text-align: justify;\">这种紧迫感改变了操作惯例：爱尔兰电信公司Eircom Finance DAC罕见地在一天内完成垃圾债发行、路演和定价；即便是LVMH这样的蓝筹巨头，也选择在欧洲时间下午1点前敲定其19亿欧元债券的最终条款，以规避美市风险。</p><h2 id=\"id_3874303483\">投资重心转向“抗关税”行业</h2><p style=\"text-align: justify;\">持续的政策不确定性，叠加经济学家当时估计未来一年“特朗普引发衰退”的概率达45%，促使信贷投资者重新审视风险，通用汽车、梅赛德斯-奔驰、麦当劳、宝洁等公司或撤回业绩指引或报告销售下滑，进一步强化了市场的避险情绪。</p><p style=\"text-align: justify;\">在此背景下，投资者开始青睐那些受贸易摩擦影响较小、需求稳定的非周期性行业。</p><p style=\"text-align: justify;\">Insight Investment的Braganza就表示，其公司关注罐头番茄生产商、手机服务提供商等。“人们不会因为关税而不做饭，也不会扔掉手机，”她解释道。</p><p style=\"text-align: justify;\">还有一些投资者呼吁市场回归基本面分析，关注企业核心价值，但在全球供应链深度交织的现实下，“说易行难”。</p><p style=\"text-align: justify;\">或许，正如M&amp;G Investments的Fabiana Fedeli所说的那样，应对特朗普的推文风险“更像一门艺术而非科学”。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/96819b78df36696eeccbf03ebd7c466d","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3746417","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2532386607","content_text":"特朗普频繁“推文炸弹”重创市场，投资者摸索出“三天不动”的避险新策略。特朗普重返美国政坛后频繁通过社交媒体发布政策信息，引发市场动荡。为规避政策快速反转带来的损失，债市投资者已总结出“72小时交易规则”：特朗普发布消息72小时内若无反转，再采取交易行动。债市投资者“草木皆兵”债券投资者曾多次因立即响应特朗普的推文而蒙受损失。例如，特朗普发帖威胁对欧洲葡萄酒加征200%关税后，多家投行迅速进行场外交易，押注相关公司（如包装商Ardagh Group SA、Verallia及标签制造商Fedrigoni SpA）债券价格下跌。然而，几天后，当最终关税清单公布并无葡萄酒时，债券价格迅速反弹，令提前行动者措手不及。类似地，对加拿大钢铁征收50%关税的威胁也很快被放弃。这些频繁反转的事件，令债券投资者对特朗普推文心存忌惮。“72小时规则”：在反复中寻求确定性市场参与者痛定思痛后，部分银行和投资者开始采纳“72小时规则”，即在特朗普发布政策信息后的72小时内避免行动，以防政策迅速反转带来损失。媒体援引三位资深债市专家的话称，在特朗普发布任何潜在的重大政策信息后，他们会按兵不动，等待三天（72小时）。如果届时其立场未变或未撤回，市场才倾向于相信该政策可能真正落地，并据此进行交易。Insight Investment的基金经理布拉甘萨（Catherine Braganza）表示：“我们已不再立即行动，因为总存在政策反转的风险。投资者逐渐对这类信息产生免疫力。”与“推文风暴”赛跑：时区优势与加速交易除了事后观察，市场也在寻求主动规避风险。欧洲的银行家们发现，利用时区差可以争取宝贵时间。他们开始加速债券发行流程，力图在特朗普“醒来”发帖前、在美国市场开盘带来潜在情绪扰动前，完成定价并锁定投资者。“所有人都高度警惕24小时的头条风险，尤其在美国时段频率更高，”摩根士丹利EMEA投资级银团联席主管Matteo Benedetto坦言，“在纽约开盘前完成交易绝对更好。”这种紧迫感改变了操作惯例：爱尔兰电信公司Eircom Finance DAC罕见地在一天内完成垃圾债发行、路演和定价；即便是LVMH这样的蓝筹巨头，也选择在欧洲时间下午1点前敲定其19亿欧元债券的最终条款，以规避美市风险。投资重心转向“抗关税”行业持续的政策不确定性，叠加经济学家当时估计未来一年“特朗普引发衰退”的概率达45%，促使信贷投资者重新审视风险，通用汽车、梅赛德斯-奔驰、麦当劳、宝洁等公司或撤回业绩指引或报告销售下滑，进一步强化了市场的避险情绪。在此背景下，投资者开始青睐那些受贸易摩擦影响较小、需求稳定的非周期性行业。Insight Investment的Braganza就表示，其公司关注罐头番茄生产商、手机服务提供商等。“人们不会因为关税而不做饭，也不会扔掉手机，”她解释道。还有一些投资者呼吁市场回归基本面分析，关注企业核心价值，但在全球供应链深度交织的现实下，“说易行难”。或许，正如M&G Investments的Fabiana Fedeli所说的那样，应对特朗普的推文风险“更像一门艺术而非科学”。","news_type":1,"symbols_score_info":{".DJI":1.1}},"isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430998271934776,"gmtCreate":1746195008228,"gmtModify":1746195009364,"author":{"id":"4203008314449692","authorId":"4203008314449692","name":"日2.5市盈率85 市净率90","avatar":"https://static.tigerbbs.com/665e7fc11b7725ced973939fc74726ab","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4203008314449692","idStr":"4203008314449692"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430998271934776","repostId":"2532875288","repostType":2,"repost":{"id":"2532875288","kind":"news","pubTimestamp":1746129888,"share":"https://www.laohu8.com/m/news/2532875288?lang=zh_CN&edition=full","pubTime":"2025-05-02 04:04","market":"us","language":"zh","title":"科技巨头资本支出强劲，台积电被摩根士丹利列为”首选股”","url":"https://stock-news.laohu8.com/highlight/detail?id=2532875288","media":"华尔街见闻","summary":"摩根士丹利（Morgan Stanley）周四将台积电列为首选股票，Meta和微软两家公司的资本支出显示出对AI产品的需求依旧旺盛，印证了该公司的光明前景。摩根士丹利对台积电股票评级为增持，台积电美股周四一度上涨4.6%，收涨3.6%。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>（Morgan Stanley）周四将<a href=\"https://laohu8.com/S/TSM\">台积电</a>列为首选股票，称大型科技公司在人工智能领域的强劲资本支出，印证了该公司的光明前景。摩根士丹利虽然下调了台积电的目标价，但对台积电股票评级为增持，台积电美股周四一度上涨4.6%，收涨3.6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6251b4d5afca6ca3d8c02679bff6175c\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>大摩分析师Charlie Chan指出，Meta和<a href=\"https://laohu8.com/S/MSFT\">微软</a>两家公司的资本支出显示出对AI产品的需求依旧旺盛。</strong></p><blockquote><p>鉴于Meta和微软发布的强劲AI资本支出指引，我们将台积电重新纳入首选名单。</p><p>“两家公司强劲的AI资本支出应能打消市场对台积电CoWoS（晶圆上芯片再植入基板）订单削减的担忧。”</p></blockquote><p><strong>媒体报道，此前摩根士丹利之所以迟迟未能将台积电列为首选股票，主要受制于三大悬念：AI需求可持续性、台积电与<a href=\"https://laohu8.com/S/INTC\">英特尔</a>合资的可能性，以及美国半导体关税。</strong></p><p>在AI需求方面，摩根士丹利表示，投资者近期对台积电先进CoWoS封装技术订单削减的担忧似乎被夸大了。</p><p>分析师写道：</p><blockquote><p>“我们最新的供应链调查显示，台积电的CoWoS-L需求保持不变。”</p><p>Meta将其2025年全年资本支出计划上调约70亿美元，微软则暗示把资本支出中的一部分……转向周期更短的服务器设备，以填充那些数据中心。”</p></blockquote><p>关于是否与英特尔合资这一悬念，摩根士丹利报告称，情况看起来也不那么令人担心，预计台积电在未来CPU生产中所扮演的角色有限。</p><blockquote><p>“台积电的2纳米制程将用于生产CPU与GPU两种芯片模块，但会与Intel 18A节点共享产能。台积电管理层已排除了合资的可能性。”</p></blockquote><p>至于半导体关税，摩根士丹利表示，在5月7日的决定出台之前仍存不确定性，但未提及新的风险变化。</p><p>摩根士丹利强调：</p><blockquote><p><strong>“一旦这些悬念解除，我们预期股价将迅速反弹。”</strong></p></blockquote><p>摩根士丹利将台积电的目标价从2,454.00新台币下调至2,330.00新台币。尽管目标价被下调，大摩仍维持对该股的“增持”(Overweight)评级。</p><blockquote><p>“与同业相比，台积电是更具吸引力的增持(OW)标的，按2025年预估市盈率仅15.5倍。”</p></blockquote><p>“增持”(Overweight)评级意味着摩根士丹利分析师预计，未来12至18个月台积电股票的总回报将超过其所覆盖股票的平均水平。将台积电列为“首选”表明，分析师认为其相较同行具有显著的潜在上行空间。</p><p>此外，还有多家<a href=\"https://laohu8.com/S/FISI\">金融机构</a>对台积电股价做出预期。Bernstein维持对台积电的“跑赢大市”(Outperform)评级，强调其在封装技术方面的进展是未来增长的战略资产。Stifel则调整了对台积电的预期，预计资本支出与扩产计划将放缓，因而下调目标价，此举反映出对终端需求和台积电激进扩张可能放缓的担忧。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>同样下调了目标价，但维持“增持”评级，理由是预计2025年营收指引将作出调整。公司第二季度营收预计增长5-8%，但关税影响及全球经济放缓导致全年营收预期更趋谨慎。</p></body></html>","source":"wallstreetcn_hot_news","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>科技巨头资本支出强劲，台积电被摩根士丹利列为”首选股”</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科技巨头资本支出强劲，台积电被摩根士丹利列为”首选股”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-02 04:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3746370><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利（Morgan Stanley）周四将台积电列为首选股票，称大型科技公司在人工智能领域的强劲资本支出，印证了该公司的光明前景。摩根士丹利虽然下调了台积电的目标价，但对台积电股票评级为增持，台积电美股周四一度上涨4.6%，收涨3.6%。大摩分析师Charlie Chan指出，Meta和微软两家公司的资本支出显示出对AI产品的需求依旧旺盛。鉴于Meta和微软发布的强劲AI资本支出指引，我们将...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3746370\">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/a62a13847673d4275638e183efe84562","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","XMAG":"Defiance Large Cap ex-Mag 7 ETF","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","BK4532":"文艺复兴科技持仓","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU0320765646.SGD":"FTIF - Franklin Income A MDIS 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市净率90","avatar":"https://static.tigerbbs.com/665e7fc11b7725ced973939fc74726ab","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4203008314449692","authorIdStr":"4203008314449692"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/YB\">$元保(YB)$ </a> 这为啥停牌价格还在变化的？","listText":"<a href=\"https://laohu8.com/S/YB\">$元保(YB)$ </a> 这为啥停牌价格还在变化的？","text":"$元保(YB)$ 这为啥停牌价格还在变化的？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/430097064682128","isVote":1,"tweetType":1,"viewCount":1373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435472941883480,"gmtCreate":1747357107623,"gmtModify":1747357109646,"author":{"id":"4203008314449692","authorId":"4203008314449692","name":"日2.5市盈率85 市净率90","avatar":"https://static.tigerbbs.com/665e7fc11b7725ced973939fc74726ab","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4203008314449692","authorIdStr":"4203008314449692"},"themes":[],"title":"","htmlText":"哪些内容造假？","listText":"哪些内容造假？","text":"哪些内容造假？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435472941883480","isVote":1,"tweetType":1,"viewCount":2850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435561348522792,"gmtCreate":1747347933180,"gmtModify":1747347938474,"author":{"id":"4203008314449692","authorId":"4203008314449692","name":"日2.5市盈率85 市净率90","avatar":"https://static.tigerbbs.com/665e7fc11b7725ced973939fc74726ab","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4203008314449692","authorIdStr":"4203008314449692"},"themes":[],"title":"洞察美股上市公司Form4内部人士调仓变化","htmlText":"查看详情：<a href=\"https://tigr.link/s/50BBVG4\">洞察美股上市公司Form4内部人士调仓变化</a> 美股上市公司CEO近期如何操作？ 此帖仅开放于中国大陆用户","listText":"查看详情：<a href=\"https://tigr.link/s/50BBVG4\">洞察美股上市公司Form4内部人士调仓变化</a> 美股上市公司CEO近期如何操作？ 此帖仅开放于中国大陆用户","text":"查看详情：洞察美股上市公司Form4内部人士调仓变化 美股上市公司CEO近期如何操作？ 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435561348522792","isVote":1,"tweetType":1,"viewCount":2355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":435360089288944,"gmtCreate":1747298774421,"gmtModify":1747298776257,"author":{"id":"4203008314449692","authorId":"4203008314449692","name":"日2.5市盈率85 市净率90","avatar":"https://static.tigerbbs.com/665e7fc11b7725ced973939fc74726ab","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4203008314449692","authorIdStr":"4203008314449692"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435360089288944","repostId":"1177193304","repostType":2,"repost":{"id":"1177193304","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":1747291571,"share":"https://www.laohu8.com/m/news/1177193304?lang=zh_CN&edition=full","pubTime":"2025-05-15 14:46","market":"us","language":"zh","title":"期权大单 | 中东送大礼，超微电脑CALL狂飙22倍，AMD等公司也获看多","url":"https://stock-news.laohu8.com/highlight/detail?id=1177193304","media":"老虎资讯综合","summary":"周三美股期权市场成交54,333,179张合约。","content":"<html><head></head><body><h3 id=\"id_880334941\">市场概览</h3><p>昨日（周三），美股三大指数涨跌不一，道指走低，标普500指数三连涨，纳指则连涨第六天。美股期权市场成交54,333,179张合约，其中看涨合约（CALL）占比62%，看跌合约（PUT）占比38%。</p><h3 id=\"id_680536718\">期权成交观察：曾经的“AI妖股”，再掀狂飙</h3><p>英伟达、特斯拉排名个股期权成交的前两位，两家巨头均收涨超4%，近期走势十分强劲。超微电脑、AMD成交量紧随其后，表现亮眼。</p><p>周三，<a href=\"https://laohu8.com/S/SMCI\" title=\"超微电脑\" class=\"\">超微电脑</a>股价大涨近16%，两个交易日涨逾34%。<strong>以周三盘中高点计算，最近半个月的时间，超微电脑较近期低点累计大涨超60%。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/455d82b17deb8bc5cb932e73f5c148a6\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>超微电脑本轮行情的动力，除了来自AI概念股的整体升力，还因为特朗普访问中东期间，与沙特达成大规模商业协议——<strong>沙特阿拉伯数据中心公司DataVolt与超微电脑签署了一份多年期合作协议，达成200亿美元的交易。</strong></p><p>超微电脑多份50美元行权价的CALL单成交活跃，最近到期日为本周五。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff4dfe58e69c8401ffd8adb46c625521\" title=\"\" tg-width=\"945\" tg-height=\"391\"/></p><p style=\"text-align: start;\">另外，本周五到期的58美元行权价的CALL，成交价格飙升22倍！</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69c2a63d547535ccc0190403a140e26e\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><h3 id=\"id_2017118384\">异动观察：来自中东土豪的“泼天富贵”</h3><p style=\"text-align: start;\">除了超微电脑之外，<a href=\"https://laohu8.com/S/NVDA\" title=\"英伟达\" class=\"\">英伟达</a>、AMD、<a href=\"https://laohu8.com/S/GOOG\" title=\"谷歌\" class=\"\">谷歌</a>、<a href=\"https://laohu8.com/S/ORCL\" title=\"甲骨文\" class=\"\">甲骨文</a>、等公司也纷纷收获来自中东土豪的“大礼包”。超微电脑的合作伙伴英伟达和AMD将向沙特阿拉伯人工智能公司Humain供应半导体产品，用于其大型数据中心项目。英伟达将向Humain出售超过18000块其最新的人工智能芯片。</p><p>AMD昨日也涨逾4%，活跃CALL单的最高周内押注达130美元，较现价有超10%的涨幅空间。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5def16aff9f08563326f936f73d507d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/105763bdd49a063298519c0666bbf6e6\" title=\"\" tg-width=\"955\" tg-height=\"392\"/></p><p style=\"text-align: start;\">当前，美国半导体行业巨头们正在努力扩大AI加速器芯片的客户群。目前，这一市场主要由少数几家数据中心运营商主导，包括<a href=\"https://laohu8.com/S/MSFT\" title=\"微软\" class=\"\">微软</a>和<a href=\"https://laohu8.com/S/AMZN\" title=\"亚马逊\" class=\"\">亚马逊</a>等。吸引主权AI，即由国家支持、旨在建立本国人工智能能力的项目，是拓展客户群的重要策略之一。</p><p>这几天，市场的注意力再次被吸引到AI板块上，各赛道的龙头股大放异彩，期权市场的机会也将十分丰富。</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>期权大单 | 中东送大礼，超微电脑CALL狂飙22倍，AMD等公司也获看多</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期权大单 | 中东送大礼，超微电脑CALL狂飙22倍，AMD等公司也获看多\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-05-15 14:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_880334941\">市场概览</h3><p>昨日（周三），美股三大指数涨跌不一，道指走低，标普500指数三连涨，纳指则连涨第六天。美股期权市场成交54,333,179张合约，其中看涨合约（CALL）占比62%，看跌合约（PUT）占比38%。</p><h3 id=\"id_680536718\">期权成交观察：曾经的“AI妖股”，再掀狂飙</h3><p>英伟达、特斯拉排名个股期权成交的前两位，两家巨头均收涨超4%，近期走势十分强劲。超微电脑、AMD成交量紧随其后，表现亮眼。</p><p>周三，<a href=\"https://laohu8.com/S/SMCI\" title=\"超微电脑\" class=\"\">超微电脑</a>股价大涨近16%，两个交易日涨逾34%。<strong>以周三盘中高点计算，最近半个月的时间，超微电脑较近期低点累计大涨超60%。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/455d82b17deb8bc5cb932e73f5c148a6\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>超微电脑本轮行情的动力，除了来自AI概念股的整体升力，还因为特朗普访问中东期间，与沙特达成大规模商业协议——<strong>沙特阿拉伯数据中心公司DataVolt与超微电脑签署了一份多年期合作协议，达成200亿美元的交易。</strong></p><p>超微电脑多份50美元行权价的CALL单成交活跃，最近到期日为本周五。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff4dfe58e69c8401ffd8adb46c625521\" title=\"\" tg-width=\"945\" tg-height=\"391\"/></p><p style=\"text-align: start;\">另外，本周五到期的58美元行权价的CALL，成交价格飙升22倍！</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69c2a63d547535ccc0190403a140e26e\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><h3 id=\"id_2017118384\">异动观察：来自中东土豪的“泼天富贵”</h3><p style=\"text-align: start;\">除了超微电脑之外，<a href=\"https://laohu8.com/S/NVDA\" title=\"英伟达\" class=\"\">英伟达</a>、AMD、<a href=\"https://laohu8.com/S/GOOG\" title=\"谷歌\" class=\"\">谷歌</a>、<a href=\"https://laohu8.com/S/ORCL\" title=\"甲骨文\" class=\"\">甲骨文</a>、等公司也纷纷收获来自中东土豪的“大礼包”。超微电脑的合作伙伴英伟达和AMD将向沙特阿拉伯人工智能公司Humain供应半导体产品，用于其大型数据中心项目。英伟达将向Humain出售超过18000块其最新的人工智能芯片。</p><p>AMD昨日也涨逾4%，活跃CALL单的最高周内押注达130美元，较现价有超10%的涨幅空间。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5def16aff9f08563326f936f73d507d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/105763bdd49a063298519c0666bbf6e6\" title=\"\" tg-width=\"955\" tg-height=\"392\"/></p><p style=\"text-align: start;\">当前，美国半导体行业巨头们正在努力扩大AI加速器芯片的客户群。目前，这一市场主要由少数几家数据中心运营商主导，包括<a href=\"https://laohu8.com/S/MSFT\" title=\"微软\" class=\"\">微软</a>和<a href=\"https://laohu8.com/S/AMZN\" title=\"亚马逊\" class=\"\">亚马逊</a>等。吸引主权AI，即由国家支持、旨在建立本国人工智能能力的项目，是拓展客户群的重要策略之一。</p><p>这几天，市场的注意力再次被吸引到AI板块上，各赛道的龙头股大放异彩，期权市场的机会也将十分丰富。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/0a69005c756914604e09f16f6e2f8202","relate_stocks":{"SMCI":"超微电脑","AMD":"美国超微公司"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177193304","content_text":"市场概览昨日（周三），美股三大指数涨跌不一，道指走低，标普500指数三连涨，纳指则连涨第六天。美股期权市场成交54,333,179张合约，其中看涨合约（CALL）占比62%，看跌合约（PUT）占比38%。期权成交观察：曾经的“AI妖股”，再掀狂飙英伟达、特斯拉排名个股期权成交的前两位，两家巨头均收涨超4%，近期走势十分强劲。超微电脑、AMD成交量紧随其后，表现亮眼。周三，超微电脑股价大涨近16%，两个交易日涨逾34%。以周三盘中高点计算，最近半个月的时间，超微电脑较近期低点累计大涨超60%。超微电脑本轮行情的动力，除了来自AI概念股的整体升力，还因为特朗普访问中东期间，与沙特达成大规模商业协议——沙特阿拉伯数据中心公司DataVolt与超微电脑签署了一份多年期合作协议，达成200亿美元的交易。超微电脑多份50美元行权价的CALL单成交活跃，最近到期日为本周五。另外，本周五到期的58美元行权价的CALL，成交价格飙升22倍！异动观察：来自中东土豪的“泼天富贵”除了超微电脑之外，英伟达、AMD、谷歌、甲骨文、等公司也纷纷收获来自中东土豪的“大礼包”。超微电脑的合作伙伴英伟达和AMD将向沙特阿拉伯人工智能公司Humain供应半导体产品，用于其大型数据中心项目。英伟达将向Humain出售超过18000块其最新的人工智能芯片。AMD昨日也涨逾4%，活跃CALL单的最高周内押注达130美元，较现价有超10%的涨幅空间。当前，美国半导体行业巨头们正在努力扩大AI加速器芯片的客户群。目前，这一市场主要由少数几家数据中心运营商主导，包括微软和亚马逊等。吸引主权AI，即由国家支持、旨在建立本国人工智能能力的项目，是拓展客户群的重要策略之一。这几天，市场的注意力再次被吸引到AI板块上，各赛道的龙头股大放异彩，期权市场的机会也将十分丰富。","news_type":1,"symbols_score_info":{"AMD":1.1,"SMCI":1.1}},"isVote":1,"tweetType":1,"viewCount":2846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}