硬核Jasper的个人主页 - 老虎社区

硬核Jasper

硬核Jasper

暂无个人介绍

IP属地：北京

177关注

4粉丝

1主题

0勋章

03-30

$极视角(06636)$

03-27

$德适-B(02526)$

02-09

$乐欣户外(02720)$

01-08

$MINIMAX-WP(00100)$

2025-12-17

这篇文章不错，转发给大家看看

美国银行2026年押注这6只人工智能顶级芯片股

2025-12-15

$果下科技(02655)$

2025-12-12

这篇文章不错，转发给大家看看

史诗级IPO在路上！SpaceX据称明年上市，这些美股太空概念股投资潮将至

2025-10-20

$聚水潭(06687)$

2025-10-06

$AMD 20260116 210.0 CALL$

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4205058522997292","uuid":"4205058522997292","gmtCreate":1741955343631,"gmtModify":1774017687506,"name":"硬核Jasper","pinyin":"yhjasperyinghejasper","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/9bf00f2c7a64390fc4fd00e6db004171","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":4,"headSize":177,"tweetSize":17,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":19,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.11.19","exceedPercentage":"80.42%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"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,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.26","exceedPercentage":"93.48%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"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,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.04.30","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"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,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.03.19","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0}],"userBadgeCount":4,"currentWearingBadge":{"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,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.26","exceedPercentage":"93.78%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},"individualDisplayBadges":null,"crmLevel":7,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":120,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":548189991527824,"gmtCreate":1774858935178,"gmtModify":1774858937779,"author":{"id":"4205058522997292","authorId":"4205058522997292","name":"硬核Jasper","avatar":"https://static.tigerbbs.com/9bf00f2c7a64390fc4fd00e6db004171","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4205058522997292","idStr":"4205058522997292"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06636\">$极视角(06636)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/06636\">$极视角(06636)$</a>&nbsp;","text":"$极视角(06636)$","images":[{"img":"https://static.tigerbbs.com/32136ddee3602ff77184b68d5e1e89f0","width":"1044","height":"1622"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/548189991527824","isVote":1,"tweetType":1,"viewCount":1068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":547129365657488,"gmtCreate":1774600060142,"gmtModify":1774600062406,"author":{"id":"4205058522997292","authorId":"4205058522997292","name":"硬核Jasper","avatar":"https://static.tigerbbs.com/9bf00f2c7a64390fc4fd00e6db004171","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4205058522997292","idStr":"4205058522997292"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02526\">$德适-B(02526)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/02526\">$德适-B(02526)$</a>&nbsp;","text":"$德适-B(02526)$","images":[{"img":"https://static.tigerbbs.com/4ffbc90a404f86575bc6420239a9e4ce","width":"1044","height":"1622"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547129365657488","isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":530868862894544,"gmtCreate":1770627628530,"gmtModify":1770627632528,"author":{"id":"4205058522997292","authorId":"4205058522997292","name":"硬核Jasper","avatar":"https://static.tigerbbs.com/9bf00f2c7a64390fc4fd00e6db004171","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4205058522997292","idStr":"4205058522997292"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02720\">$乐欣户外(02720)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/02720\">$乐欣户外(02720)$</a>&nbsp;","text":"$乐欣户外(02720)$","images":[{"img":"https://static.tigerbbs.com/d2a105e285a34005a0ab3221671ddac5","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530868862894544","isVote":1,"tweetType":1,"viewCount":935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":519539543491064,"gmtCreate":1767862059857,"gmtModify":1767862061911,"author":{"id":"4205058522997292","authorId":"4205058522997292","name":"硬核Jasper","avatar":"https://static.tigerbbs.com/9bf00f2c7a64390fc4fd00e6db004171","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4205058522997292","idStr":"4205058522997292"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>&nbsp;","text":"$MINIMAX-WP(00100)$","images":[{"img":"https://static.tigerbbs.com/5b23ae69090df9baf53eefc36e0fc03b","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519539543491064","isVote":1,"tweetType":1,"viewCount":1437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":511704605987576,"gmtCreate":1765954849802,"gmtModify":1765954851849,"author":{"id":"4205058522997292","authorId":"4205058522997292","name":"硬核Jasper","avatar":"https://static.tigerbbs.com/9bf00f2c7a64390fc4fd00e6db004171","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4205058522997292","idStr":"4205058522997292"},"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/511704605987576","repostId":"1133906484","repostType":4,"repost":{"id":"1133906484","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":1765950875,"share":"https://www.laohu8.com/m/news/1133906484?lang=zh_CN&edition=full","pubTime":"2025-12-17 13:54","market":"us","language":"zh","title":"美国银行2026年押注这6只人工智能顶级芯片股","url":"https://stock-news.laohu8.com/highlight/detail?id=1133906484","media":"老虎资讯综合","summary":"美国银行表示，人工智能仍将是2026年最值得布局的投资主题。Arya预计，2026年半导体销售额将再增长约30%，首次接近1万亿美元规模。美国银行推荐名单中的第三只股票是 $拉姆研究$ 。Arya给出的195美元目标价意味着约19%的潜在上涨空间。","content":"<html><head></head><body><p style=\"text-align: left;\">美国银行表示，人工智能仍将是2026年最值得布局的投资主题。</p><p style=\"text-align: left;\">在周二发布的一份研报中，该行指出，AI投资周期仍处于早期至中期阶段。由Vivek Arya领衔的分析团队预计，芯片制造商将继续带来具有吸引力、但波动较大的回报，并认为华尔街整体共识仍然低估了这些股票所承担的“关键性”使命。</p><p style=\"text-align: left;\">Arya在报告中写道：“AI投资进入‘中期低潮’，但我们预计，在数据中心利用率强劲、供给偏紧、企业级采用加速，以及大语言模型（LLM）开发商、超大规模云厂商和主权客户之间竞争加剧的推动下，AI半导体在未来一年仍将实现同比50%以上的稳健增长。对AI投资回报和超大规模云厂商现金流的更严格审视，可能会令股价维持震荡，但这一影响将被更新、更快的LLM开发商以及服务于企业和主权客户的AI工厂所部分抵消。”</p><p style=\"text-align: left;\">Arya预计，2026年半导体销售额将再增长约30%，首次接近1万亿美元规模。</p><p style=\"text-align: left;\">在同一份研报中，他还给出了该板块中自己最看好的六只大型股，重点关注公司质量和行业领导地位，如下所示：</p><p style=\"text-align: left;\"><strong>美国银行2026年最看好的6只AI股票</strong></p><table style=\"border-collapse: collapse;\"><colgroup><col/><col/><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">股票代码</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">公司</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">12月15日收盘价</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">目标价</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">上涨空间</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">NVDA</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> （Nvidia）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">176.29美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">275美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">56%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">AVGO</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/AVGO\">博通</a> （Broadcom）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">339.81美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">500美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">47%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">LRCX</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/LRCX\">拉姆研究</a> （Lam Research）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">164.30美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">195美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">19%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">KLAC</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/KLAC\">科磊</a>  （KLA）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">1,125.11美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">1,450美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">29%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">ADI</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/ADI\">亚德诺</a> （Analog Devices）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">280.44美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">320美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">14%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">CDNS</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/CDNS\">铿腾电子</a> （Cadence Design Systems）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">318.43美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">400美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">26%</p></td></tr></tbody></table><p style=\"text-align: left;\">来源：美国银行</p><p style=\"text-align: left;\">作为AI领域的“海报股”，今年以来上涨32%的 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> ，仍是美国银行2026年最看好的六只股票之一。Arya给出的275美元目标价意味着，黄仁勋领导的这家公司的目标价较当前水平仍有56%的上涨空间。Arya表示，英伟达目前的估值“极具吸引力”，其市盈率仅相当于自身增长率的一半，同时拥有稳健的产品管线和充足的潜在催化因素。</p><p style=\"text-align: left;\">他写道：“我们的目标价基于英伟达在高速增长的AI计算和网络市场中的领先份额，尽管全球AI项目存在阶段性波动、游戏市场具有周期性，以及对电力供应可得性的担忧，这些因素对其形成一定对冲。”</p><p style=\"text-align: left;\">同样被评为“买入”评级的 <a href=\"https://laohu8.com/S/AVGO\">博通</a> ，在Arya的六大首选中具备第二大的潜在上涨空间。他认为，凭借“两位数的每股收益增长，以及半导体行业中最出色的盈利能力、自由现金流创造能力和资本回报”，该股较周一收盘价有望上涨47%。</p><p style=\"text-align: left;\">美国银行推荐名单中的第三只股票是 <a href=\"https://laohu8.com/S/LRCX\">拉姆研究</a> 。Arya给出的195美元目标价意味着约19%的潜在上涨空间。</p><p style=\"text-align: left;\">Arya写道：“我们的目标价依据处于历史9倍至40倍交易区间的偏上水平，这一估值由持续的存储器晶圆制造设备（WFE）周期、长期中等偏十几的每股收益复合年增长率、刻蚀/沉积设备的产品领先地位、刻蚀/沉积环节强度提升、市场份额扩大、代工/逻辑业务相对存储业务的敞口提升、NAND复苏前景改善以及稳健的自由现金流创造能力所支撑；同时，短期内的成本通胀和关税问题构成一定压力。”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国银行2026年押注这6只人工智能顶级芯片股</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美国银行2026年押注这6只人工智能顶级芯片股\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\">2025-12-17 13:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">美国银行表示，人工智能仍将是2026年最值得布局的投资主题。</p><p style=\"text-align: left;\">在周二发布的一份研报中，该行指出，AI投资周期仍处于早期至中期阶段。由Vivek Arya领衔的分析团队预计，芯片制造商将继续带来具有吸引力、但波动较大的回报，并认为华尔街整体共识仍然低估了这些股票所承担的“关键性”使命。</p><p style=\"text-align: left;\">Arya在报告中写道：“AI投资进入‘中期低潮’，但我们预计，在数据中心利用率强劲、供给偏紧、企业级采用加速，以及大语言模型（LLM）开发商、超大规模云厂商和主权客户之间竞争加剧的推动下，AI半导体在未来一年仍将实现同比50%以上的稳健增长。对AI投资回报和超大规模云厂商现金流的更严格审视，可能会令股价维持震荡，但这一影响将被更新、更快的LLM开发商以及服务于企业和主权客户的AI工厂所部分抵消。”</p><p style=\"text-align: left;\">Arya预计，2026年半导体销售额将再增长约30%，首次接近1万亿美元规模。</p><p style=\"text-align: left;\">在同一份研报中，他还给出了该板块中自己最看好的六只大型股，重点关注公司质量和行业领导地位，如下所示：</p><p style=\"text-align: left;\"><strong>美国银行2026年最看好的6只AI股票</strong></p><table style=\"border-collapse: collapse;\"><colgroup><col/><col/><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">股票代码</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">公司</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">12月15日收盘价</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">目标价</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">上涨空间</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">NVDA</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> （Nvidia）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">176.29美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">275美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">56%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">AVGO</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/AVGO\">博通</a> （Broadcom）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">339.81美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">500美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">47%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">LRCX</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/LRCX\">拉姆研究</a> （Lam Research）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">164.30美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">195美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">19%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">KLAC</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/KLAC\">科磊</a>  （KLA）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">1,125.11美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">1,450美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">29%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">ADI</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/ADI\">亚德诺</a> （Analog Devices）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">280.44美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">320美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">14%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">CDNS</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/CDNS\">铿腾电子</a> （Cadence Design Systems）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">318.43美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">400美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">26%</p></td></tr></tbody></table><p style=\"text-align: left;\">来源：美国银行</p><p style=\"text-align: left;\">作为AI领域的“海报股”，今年以来上涨32%的 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> ，仍是美国银行2026年最看好的六只股票之一。Arya给出的275美元目标价意味着，黄仁勋领导的这家公司的目标价较当前水平仍有56%的上涨空间。Arya表示，英伟达目前的估值“极具吸引力”，其市盈率仅相当于自身增长率的一半，同时拥有稳健的产品管线和充足的潜在催化因素。</p><p style=\"text-align: left;\">他写道：“我们的目标价基于英伟达在高速增长的AI计算和网络市场中的领先份额，尽管全球AI项目存在阶段性波动、游戏市场具有周期性，以及对电力供应可得性的担忧，这些因素对其形成一定对冲。”</p><p style=\"text-align: left;\">同样被评为“买入”评级的 <a href=\"https://laohu8.com/S/AVGO\">博通</a> ，在Arya的六大首选中具备第二大的潜在上涨空间。他认为，凭借“两位数的每股收益增长，以及半导体行业中最出色的盈利能力、自由现金流创造能力和资本回报”，该股较周一收盘价有望上涨47%。</p><p style=\"text-align: left;\">美国银行推荐名单中的第三只股票是 <a href=\"https://laohu8.com/S/LRCX\">拉姆研究</a> 。Arya给出的195美元目标价意味着约19%的潜在上涨空间。</p><p style=\"text-align: left;\">Arya写道：“我们的目标价依据处于历史9倍至40倍交易区间的偏上水平，这一估值由持续的存储器晶圆制造设备（WFE）周期、长期中等偏十几的每股收益复合年增长率、刻蚀/沉积设备的产品领先地位、刻蚀/沉积环节强度提升、市场份额扩大、代工/逻辑业务相对存储业务的敞口提升、NAND复苏前景改善以及稳健的自由现金流创造能力所支撑；同时，短期内的成本通胀和关税问题构成一定压力。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/a97eb9a14d755a31467860c91b81c811","relate_stocks":{"ADI":"亚德诺","NVDA":"英伟达","CDNS":"铿腾电子","KLAC":"科磊","AVGO":"博通","LRCX":"拉姆研究"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133906484","content_text":"美国银行表示，人工智能仍将是2026年最值得布局的投资主题。在周二发布的一份研报中，该行指出，AI投资周期仍处于早期至中期阶段。由Vivek Arya领衔的分析团队预计，芯片制造商将继续带来具有吸引力、但波动较大的回报，并认为华尔街整体共识仍然低估了这些股票所承担的“关键性”使命。Arya在报告中写道：“AI投资进入‘中期低潮’，但我们预计，在数据中心利用率强劲、供给偏紧、企业级采用加速，以及大语言模型（LLM）开发商、超大规模云厂商和主权客户之间竞争加剧的推动下，AI半导体在未来一年仍将实现同比50%以上的稳健增长。对AI投资回报和超大规模云厂商现金流的更严格审视，可能会令股价维持震荡，但这一影响将被更新、更快的LLM开发商以及服务于企业和主权客户的AI工厂所部分抵消。”Arya预计，2026年半导体销售额将再增长约30%，首次接近1万亿美元规模。在同一份研报中，他还给出了该板块中自己最看好的六只大型股，重点关注公司质量和行业领导地位，如下所示：美国银行2026年最看好的6只AI股票股票代码公司12月15日收盘价目标价上涨空间NVDA 英伟达 （Nvidia）176.29美元275美元56%AVGO 博通 （Broadcom）339.81美元500美元47%LRCX 拉姆研究 （Lam Research）164.30美元195美元19%KLAC 科磊  （KLA）1,125.11美元1,450美元29%ADI 亚德诺 （Analog Devices）280.44美元320美元14%CDNS 铿腾电子 （Cadence Design Systems）318.43美元400美元26%来源：美国银行作为AI领域的“海报股”，今年以来上涨32%的 英伟达 ，仍是美国银行2026年最看好的六只股票之一。Arya给出的275美元目标价意味着，黄仁勋领导的这家公司的目标价较当前水平仍有56%的上涨空间。Arya表示，英伟达目前的估值“极具吸引力”，其市盈率仅相当于自身增长率的一半，同时拥有稳健的产品管线和充足的潜在催化因素。他写道：“我们的目标价基于英伟达在高速增长的AI计算和网络市场中的领先份额，尽管全球AI项目存在阶段性波动、游戏市场具有周期性，以及对电力供应可得性的担忧，这些因素对其形成一定对冲。”同样被评为“买入”评级的 博通 ，在Arya的六大首选中具备第二大的潜在上涨空间。他认为，凭借“两位数的每股收益增长，以及半导体行业中最出色的盈利能力、自由现金流创造能力和资本回报”，该股较周一收盘价有望上涨47%。美国银行推荐名单中的第三只股票是 拉姆研究 。Arya给出的195美元目标价意味着约19%的潜在上涨空间。Arya写道：“我们的目标价依据处于历史9倍至40倍交易区间的偏上水平，这一估值由持续的存储器晶圆制造设备（WFE）周期、长期中等偏十几的每股收益复合年增长率、刻蚀/沉积设备的产品领先地位、刻蚀/沉积环节强度提升、市场份额扩大、代工/逻辑业务相对存储业务的敞口提升、NAND复苏前景改善以及稳健的自由现金流创造能力所支撑；同时，短期内的成本通胀和关税问题构成一定压力。”","news_type":1,"symbols_score_info":{"NVDA":2,"ADI":2,"CDNS":2,"KLAC":2,"LRCX":2,"AVGO":2}},"isVote":1,"tweetType":1,"viewCount":1036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511074856965008,"gmtCreate":1765787071178,"gmtModify":1765787073702,"author":{"id":"4205058522997292","authorId":"4205058522997292","name":"硬核Jasper","avatar":"https://static.tigerbbs.com/9bf00f2c7a64390fc4fd00e6db004171","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4205058522997292","idStr":"4205058522997292"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02655\">$果下科技(02655)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/02655\">$果下科技(02655)$</a>&nbsp;","text":"$果下科技(02655)$","images":[{"img":"https://static.tigerbbs.com/55f0a233896b9ff0aadc10c2dff0e221","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511074856965008","isVote":1,"tweetType":1,"viewCount":997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":509784142787304,"gmtCreate":1765497055071,"gmtModify":1765497056995,"author":{"id":"4205058522997292","authorId":"4205058522997292","name":"硬核Jasper","avatar":"https://static.tigerbbs.com/9bf00f2c7a64390fc4fd00e6db004171","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4205058522997292","idStr":"4205058522997292"},"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/509784142787304","repostId":"1164269098","repostType":2,"repost":{"id":"1164269098","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":1765349125,"share":"https://www.laohu8.com/m/news/1164269098?lang=zh_CN&edition=full","pubTime":"2025-12-10 14:45","market":"us","language":"zh","title":"史诗级IPO在路上！SpaceX据称明年上市，这些美股太空概念股投资潮将至","url":"https://stock-news.laohu8.com/highlight/detail?id=1164269098","media":"老虎资讯综合","summary":"彭博社周二爆料称，马斯克旗下太空技术公司SpaceX或于 2026 年启动IPO，募资规模最高可达300亿美元。对此，SpaceX暂未回应置评请求。史上最大IPO明年来袭？SpaceX拟募资超300亿美元，目标估值超特斯拉！尽管仍为私有企业，SpaceX已是全球估值最高的航空航天与国防企业，当前估值约4000亿美元。市场还猜测，SpaceX此番IPO或将推动马斯克整合其庞大的科技版图。","content":"<html><head></head><body><p>彭博社周二爆料称，马斯克旗下太空技术公司SpaceX或于 2026 年启动IPO，募资规模最高可达300亿美元。对此，SpaceX暂未回应置评请求。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c3d20746bdf7b0377575378579101f43\" title=\"史上最大IPO明年来袭？SpaceX拟募资超300亿美元，目标估值超特斯拉！\" tg-width=\"1500\" tg-height=\"956\"/><span>史上最大IPO明年来袭？SpaceX拟募资超300亿美元，目标估值超特斯拉！</span></p><p>值得一提的是，持有SpaceX股票的 <a href=\"https://laohu8.com/S/SATS\">回声星通信</a> ，在今年9月时所持股份估值达85亿美元。受上述消息提振，该公司股价周二盘后大涨10美元，最终收于93.54美元，单日涨幅达6%，过去一周累计涨幅更是高达25%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f8cdbe1cc00d62c783b5d5d5cda86ce8\" title=\"\" tg-width=\"944\" tg-height=\"409\"/></p><p>尽管仍为私有企业，SpaceX已是全球估值最高的航空航天与国防企业，当前估值约4000亿美元。有报道称，该公司上周曾寻求8000亿美元的估值，但马斯克似乎有意淡化这一可能性，他表示SpaceX目前已实现现金流为正，并不迫切需要通过发售股票募资。</p><p>这一表态令众多渴望入股该公司的投资者略感失望。SpaceX的投资吸引力不言而喻：其全球轨道发射业务占比超半数，旗下星链（Starlink）卫星宽带业务用户规模更是突破 800 万。</p><p>市场还猜测，SpaceX此番IPO或将推动马斯克整合其庞大的科技版图。不久前，特斯拉股东投票支持一项提案，授权公司向马斯克旗下人工智能企业 xAI 进行投资。</p><p>不过需要指出的是，该项投票不具备约束力，且有大量股东选择弃权。</p><p>无论是投资 xAI，还是参与SpaceX的 IPO，都可能成为特斯拉向大型控股公司 X Corp 迈进的关键一步。</p><p>韦德布什证券分析师表示：“若SpaceX推进 IPO 进程，而特斯拉未参与入股，我们会感到十分意外。” 目前，分析师对特斯拉股票给予 “买入” 评级，目标价定为600美元。他认为，特斯拉在自动驾驶出租车、人形机器人等人工智能领域的布局，将为公司未来带来显著的盈利增长。</p><p>现阶段判断马斯克的最终计划尚为时过早，其战略意图亦可能随时调整，但这并不妨碍投资者展开畅想。</p><p>太空板块还有什么标的可以关注呢？</p><table style=\"border-collapse: collapse;\"><tbody><tr><td style=\"text-align: left;\"><p>代码</p></td><td style=\"text-align: left;\"><p>关注点</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/RKLB\">Rocket Lab USA, Inc.</a> </p></td><td style=\"text-align: left;\"><p>中小型卫星发射服务制造商，互为同赛道竞争对手</p></td></tr><tr><td style=\"text-align: left;\"><p> <a href=\"https://laohu8.com/S/FLY\">Firefly Aerospace Inc.</a></p></td><td style=\"text-align: left;\"><p>主营中小型运载火箭与月球发射服务市场，互为同赛道竞争对手</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></p></td><td style=\"text-align: left;\"><p>特斯拉大概率会参与入股，形成“特斯拉-xAI-SpaceX”的技术生态闭环。此外，特斯拉的自动驾驶技术与SpaceX的星链卫星互联网结合，有望提升车联网服务的覆盖范围与稳定性</p></td></tr><tr><td style=\"text-align: left;\"><p> <a href=\"https://laohu8.com/S/SATS\">回声星通信</a></p></td><td style=\"text-align: left;\"><p>作为与SpaceX资本绑定最深的美股公司之一，公司宣布向SpaceX出售15兆赫全国性AWS-3上行链路频谱，换取价值26亿美元的SpaceX股票</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> </p></td><td style=\"text-align: left;\"><p>亚马逊的AWS云服务与SpaceX的星链在“卫星+云”的协同领域存在潜在合作可能</p></td></tr><tr><td style=\"text-align: left;\"><p> <a href=\"https://laohu8.com/S/ASTS\">AST SpaceMobile, Inc.</a></p></td><td style=\"text-align: left;\"><p>专注于“直接到设备”的天基蜂窝宽带服务，与星链的地面终端模式形成差异化竞争</p></td></tr><tr><td style=\"text-align: left;\"><p> <a href=\"https://laohu8.com/S/DXYZ\">Destiny Tech100 Inc</a></p></td><td style=\"text-align: left;\"><p>基金持有股份约39%为Space X</p></td></tr></tbody></table><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>史诗级IPO在路上！SpaceX据称明年上市，这些美股太空概念股投资潮将至</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史诗级IPO在路上！SpaceX据称明年上市，这些美股太空概念股投资潮将至\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\">2025-12-10 14:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>彭博社周二爆料称，马斯克旗下太空技术公司SpaceX或于 2026 年启动IPO，募资规模最高可达300亿美元。对此，SpaceX暂未回应置评请求。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c3d20746bdf7b0377575378579101f43\" title=\"史上最大IPO明年来袭？SpaceX拟募资超300亿美元，目标估值超特斯拉！\" tg-width=\"1500\" tg-height=\"956\"/><span>史上最大IPO明年来袭？SpaceX拟募资超300亿美元，目标估值超特斯拉！</span></p><p>值得一提的是，持有SpaceX股票的 <a href=\"https://laohu8.com/S/SATS\">回声星通信</a> ，在今年9月时所持股份估值达85亿美元。受上述消息提振，该公司股价周二盘后大涨10美元，最终收于93.54美元，单日涨幅达6%，过去一周累计涨幅更是高达25%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f8cdbe1cc00d62c783b5d5d5cda86ce8\" title=\"\" tg-width=\"944\" tg-height=\"409\"/></p><p>尽管仍为私有企业，SpaceX已是全球估值最高的航空航天与国防企业，当前估值约4000亿美元。有报道称，该公司上周曾寻求8000亿美元的估值，但马斯克似乎有意淡化这一可能性，他表示SpaceX目前已实现现金流为正，并不迫切需要通过发售股票募资。</p><p>这一表态令众多渴望入股该公司的投资者略感失望。SpaceX的投资吸引力不言而喻：其全球轨道发射业务占比超半数，旗下星链（Starlink）卫星宽带业务用户规模更是突破 800 万。</p><p>市场还猜测，SpaceX此番IPO或将推动马斯克整合其庞大的科技版图。不久前，特斯拉股东投票支持一项提案，授权公司向马斯克旗下人工智能企业 xAI 进行投资。</p><p>不过需要指出的是，该项投票不具备约束力，且有大量股东选择弃权。</p><p>无论是投资 xAI，还是参与SpaceX的 IPO，都可能成为特斯拉向大型控股公司 X Corp 迈进的关键一步。</p><p>韦德布什证券分析师表示：“若SpaceX推进 IPO 进程，而特斯拉未参与入股，我们会感到十分意外。” 目前，分析师对特斯拉股票给予 “买入” 评级，目标价定为600美元。他认为，特斯拉在自动驾驶出租车、人形机器人等人工智能领域的布局，将为公司未来带来显著的盈利增长。</p><p>现阶段判断马斯克的最终计划尚为时过早，其战略意图亦可能随时调整，但这并不妨碍投资者展开畅想。</p><p>太空板块还有什么标的可以关注呢？</p><table style=\"border-collapse: collapse;\"><tbody><tr><td style=\"text-align: left;\"><p>代码</p></td><td style=\"text-align: left;\"><p>关注点</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/RKLB\">Rocket Lab USA, Inc.</a> </p></td><td style=\"text-align: left;\"><p>中小型卫星发射服务制造商，互为同赛道竞争对手</p></td></tr><tr><td style=\"text-align: left;\"><p> <a href=\"https://laohu8.com/S/FLY\">Firefly Aerospace Inc.</a></p></td><td style=\"text-align: left;\"><p>主营中小型运载火箭与月球发射服务市场，互为同赛道竞争对手</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></p></td><td style=\"text-align: left;\"><p>特斯拉大概率会参与入股，形成“特斯拉-xAI-SpaceX”的技术生态闭环。此外，特斯拉的自动驾驶技术与SpaceX的星链卫星互联网结合，有望提升车联网服务的覆盖范围与稳定性</p></td></tr><tr><td style=\"text-align: left;\"><p> <a href=\"https://laohu8.com/S/SATS\">回声星通信</a></p></td><td style=\"text-align: left;\"><p>作为与SpaceX资本绑定最深的美股公司之一，公司宣布向SpaceX出售15兆赫全国性AWS-3上行链路频谱，换取价值26亿美元的SpaceX股票</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> </p></td><td style=\"text-align: left;\"><p>亚马逊的AWS云服务与SpaceX的星链在“卫星+云”的协同领域存在潜在合作可能</p></td></tr><tr><td style=\"text-align: left;\"><p> <a href=\"https://laohu8.com/S/ASTS\">AST SpaceMobile, Inc.</a></p></td><td style=\"text-align: left;\"><p>专注于“直接到设备”的天基蜂窝宽带服务，与星链的地面终端模式形成差异化竞争</p></td></tr><tr><td style=\"text-align: left;\"><p> <a href=\"https://laohu8.com/S/DXYZ\">Destiny Tech100 Inc</a></p></td><td style=\"text-align: left;\"><p>基金持有股份约39%为Space X</p></td></tr></tbody></table><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/c3d20746bdf7b0377575378579101f43","relate_stocks":{"AMZN":"亚马逊","RKLB":"Rocket Lab USA, Inc.","SATS":"回声星通信","DXYZ":"Destiny Tech100 Inc","FLY":"Firefly Aerospace Inc.","TSLA":"特斯拉","ASTS":"AST SpaceMobile, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164269098","content_text":"彭博社周二爆料称，马斯克旗下太空技术公司SpaceX或于 2026 年启动IPO，募资规模最高可达300亿美元。对此，SpaceX暂未回应置评请求。史上最大IPO明年来袭？SpaceX拟募资超300亿美元，目标估值超特斯拉！值得一提的是，持有SpaceX股票的 回声星通信 ，在今年9月时所持股份估值达85亿美元。受上述消息提振，该公司股价周二盘后大涨10美元，最终收于93.54美元，单日涨幅达6%，过去一周累计涨幅更是高达25%。尽管仍为私有企业，SpaceX已是全球估值最高的航空航天与国防企业，当前估值约4000亿美元。有报道称，该公司上周曾寻求8000亿美元的估值，但马斯克似乎有意淡化这一可能性，他表示SpaceX目前已实现现金流为正，并不迫切需要通过发售股票募资。这一表态令众多渴望入股该公司的投资者略感失望。SpaceX的投资吸引力不言而喻：其全球轨道发射业务占比超半数，旗下星链（Starlink）卫星宽带业务用户规模更是突破 800 万。市场还猜测，SpaceX此番IPO或将推动马斯克整合其庞大的科技版图。不久前，特斯拉股东投票支持一项提案，授权公司向马斯克旗下人工智能企业 xAI 进行投资。不过需要指出的是，该项投票不具备约束力，且有大量股东选择弃权。无论是投资 xAI，还是参与SpaceX的 IPO，都可能成为特斯拉向大型控股公司 X Corp 迈进的关键一步。韦德布什证券分析师表示：“若SpaceX推进 IPO 进程，而特斯拉未参与入股，我们会感到十分意外。” 目前，分析师对特斯拉股票给予 “买入” 评级，目标价定为600美元。他认为，特斯拉在自动驾驶出租车、人形机器人等人工智能领域的布局，将为公司未来带来显著的盈利增长。现阶段判断马斯克的最终计划尚为时过早，其战略意图亦可能随时调整，但这并不妨碍投资者展开畅想。太空板块还有什么标的可以关注呢？代码关注点Rocket Lab USA, Inc. 中小型卫星发射服务制造商，互为同赛道竞争对手 Firefly Aerospace Inc.主营中小型运载火箭与月球发射服务市场，互为同赛道竞争对手特斯拉特斯拉大概率会参与入股，形成“特斯拉-xAI-SpaceX”的技术生态闭环。此外，特斯拉的自动驾驶技术与SpaceX的星链卫星互联网结合，有望提升车联网服务的覆盖范围与稳定性 回声星通信作为与SpaceX资本绑定最深的美股公司之一，公司宣布向SpaceX出售15兆赫全国性AWS-3上行链路频谱，换取价值26亿美元的SpaceX股票亚马逊 亚马逊的AWS云服务与SpaceX的星链在“卫星+云”的协同领域存在潜在合作可能 AST SpaceMobile, Inc.专注于“直接到设备”的天基蜂窝宽带服务，与星链的地面终端模式形成差异化竞争 Destiny Tech100 Inc基金持有股份约39%为Space X","news_type":1,"symbols_score_info":{"SATS":2,"DXYZ":2,"AMZN":2,"RKLB":2,"ASTS":2,"TSLA":2,"FLY":2}},"isVote":1,"tweetType":1,"viewCount":1395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491222528151712,"gmtCreate":1760948322445,"gmtModify":1760948325455,"author":{"id":"4205058522997292","authorId":"4205058522997292","name":"硬核Jasper","avatar":"https://static.tigerbbs.com/9bf00f2c7a64390fc4fd00e6db004171","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4205058522997292","idStr":"4205058522997292"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06687\">$聚水潭(06687)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/06687\">$聚水潭(06687)$</a>&nbsp;","text":"$聚水潭(06687)$","images":[{"img":"https://static.tigerbbs.com/cf26d5c2317fa01d4534992d5843d8c9","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491222528151712","isVote":1,"tweetType":1,"viewCount":1956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":486320374296784,"gmtCreate":1759759351348,"gmtModify":1759759353633,"author":{"id":"4205058522997292","authorId":"4205058522997292","name":"硬核Jasper","avatar":"https://static.tigerbbs.com/9bf00f2c7a64390fc4fd00e6db004171","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4205058522997292","idStr":"4205058522997292"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/AMD 20260116 210.0 CALL\">$AMD 20260116 210.0 CALL$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/AMD 20260116 210.0 CALL\">$AMD 20260116 210.0 CALL$</a>&nbsp;","text":"$AMD 20260116 210.0 CALL$","images":[{"img":"https://static.tigerbbs.com/b4b66f4f10eecaa64dbe4a6e8579e193","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486320374296784","isVote":1,"tweetType":1,"viewCount":1714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":483764408352976,"gmtCreate":1759135336225,"gmtModify":1759135348063,"author":{"id":"4205058522997292","authorId":"4205058522997292","name":"硬核Jasper","avatar":"https://static.tigerbbs.com/9bf00f2c7a64390fc4fd00e6db004171","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4205058522997292","idStr":"4205058522997292"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02259\">$紫金黄金国际(02259)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/02259\">$紫金黄金国际(02259)$</a>&nbsp;","text":"$紫金黄金国际(02259)$","images":[{"img":"https://static.tigerbbs.com/67747dbfee2291cdd059b8df26190be2","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/483764408352976","isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":477574933406512,"gmtCreate":1757605024014,"gmtModify":1757605025714,"author":{"id":"4205058522997292","authorId":"4205058522997292","name":"硬核Jasper","avatar":"https://static.tigerbbs.com/9bf00f2c7a64390fc4fd00e6db004171","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4205058522997292","idStr":"4205058522997292"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a>&nbsp;","text":"$阿里巴巴(BABA)$","images":[{"img":"https://static.tigerbbs.com/648b352a466e8e28cd1dc59db12cf3b9","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477574933406512","isVote":1,"tweetType":1,"viewCount":856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":465454648496448,"gmtCreate":1754661852674,"gmtModify":1754661854473,"author":{"id":"4205058522997292","authorId":"4205058522997292","name":"硬核Jasper","avatar":"https://static.tigerbbs.com/9bf00f2c7a64390fc4fd00e6db004171","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4205058522997292","idStr":"4205058522997292"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/TSLA 20251017 400.0 CALL\">$TSLA 20251017 400.0 CALL$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/TSLA 20251017 400.0 CALL\">$TSLA 20251017 400.0 CALL$</a>&nbsp;","text":"$TSLA 20251017 400.0 CALL$","images":[{"img":"https://static.tigerbbs.com/ec28668c79c2592a6b6625febb84b91b","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465454648496448","isVote":1,"tweetType":1,"viewCount":1078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":464709193801960,"gmtCreate":1754479629392,"gmtModify":1754479631040,"author":{"id":"4205058522997292","authorId":"4205058522997292","name":"硬核Jasper","avatar":"https://static.tigerbbs.com/9bf00f2c7a64390fc4fd00e6db004171","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4205058522997292","idStr":"4205058522997292"},"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/464709193801960","repostId":"1839677812597835","repostType":17,"repost":{"id":4074,"live_id":"1839677812597835","type":1,"live_form":0,"category_id":2,"category_name":"老虎公开课","material_type":0,"regions":[1],"title":"期权策略 复盘&答疑","title_en":"","status":3,"abstract_en":[],"description_html":"期权策略 复盘&答疑","description_html_en":"","source_url":"-","video_url":"","live_img_url":"https://p1-live.byteimg.com/tos-cn-i-gjr78lqtd0/910760c6566243cd9bf6bc895c27d7ed~tplv-gjr78lqtd0-z75.image","live_img_url_en":"","activate_content":true,"expected_time":1754654400000,"time_remain":-22543515052,"start_time":0,"end_time":1754656627,"user_counter":"0","symbols":[],"speaker_info":[{"name":"RocketOliver","avatar":"https://static.tigerbbs.com/55bd4d2e8560bf31aec686d9688e6b05","uuid":"3465376124047403"}],"abstract":[]},"isVote":1,"tweetType":1,"viewCount":918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462764811153776,"gmtCreate":1753985500586,"gmtModify":1753992844541,"author":{"id":"4205058522997292","authorId":"4205058522997292","name":"硬核Jasper","avatar":"https://static.tigerbbs.com/9bf00f2c7a64390fc4fd00e6db004171","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4205058522997292","idStr":"4205058522997292"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FIG\">$Figma(FIG)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/FIG\">$Figma(FIG)$</a>&nbsp;","text":"$Figma(FIG)$","images":[{"img":"https://static.tigerbbs.com/1120d779c5f82b2bab239c7c05356d26","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462764811153776","isVote":1,"tweetType":1,"viewCount":682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":451664718217392,"gmtCreate":1751295564800,"gmtModify":1751296200973,"author":{"id":"4205058522997292","authorId":"4205058522997292","name":"硬核Jasper","avatar":"https://static.tigerbbs.com/9bf00f2c7a64390fc4fd00e6db004171","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4205058522997292","idStr":"4205058522997292"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a>&nbsp;","text":"$Circle Internet Corp.(CRCL)$","images":[{"img":"https://static.tigerbbs.com/81967cd3aa4863741b9d8f94c67682c7","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/451664718217392","isVote":1,"tweetType":1,"viewCount":1034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":450008902066208,"gmtCreate":1750891814019,"gmtModify":1750901576958,"author":{"id":"4205058522997292","authorId":"4205058522997292","name":"硬核Jasper","avatar":"https://static.tigerbbs.com/9bf00f2c7a64390fc4fd00e6db004171","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4205058522997292","idStr":"4205058522997292"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/UVIX\">$两倍做多波动率指数期货ETF(UVIX)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/UVIX\">$两倍做多波动率指数期货ETF(UVIX)$&nbsp;</a>&nbsp;","text":"$两倍做多波动率指数期货ETF(UVIX)$","images":[{"img":"https://static.tigerbbs.com/08afb6402c6acf4ca963da81586679ca","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450008902066208","isVote":1,"tweetType":1,"viewCount":1162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":448300371583336,"gmtCreate":1750474728684,"gmtModify":1750476155544,"author":{"id":"4205058522997292","authorId":"4205058522997292","name":"硬核Jasper","avatar":"https://static.tigerbbs.com/9bf00f2c7a64390fc4fd00e6db004171","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4205058522997292","idStr":"4205058522997292"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a>&nbsp;","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$","images":[{"img":"https://static.tigerbbs.com/c3198d5adf18b3e849f9ea4bba80c993","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/448300371583336","isVote":1,"tweetType":1,"viewCount":808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":548189991527824,"gmtCreate":1774858935178,"gmtModify":1774858937779,"author":{"id":"4205058522997292","authorId":"4205058522997292","name":"硬核Jasper","avatar":"https://static.tigerbbs.com/9bf00f2c7a64390fc4fd00e6db004171","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4205058522997292","authorIdStr":"4205058522997292"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06636\">$极视角(06636)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/06636\">$极视角(06636)$</a>&nbsp;","text":"$极视角(06636)$","images":[{"img":"https://static.tigerbbs.com/32136ddee3602ff77184b68d5e1e89f0","width":"1044","height":"1622"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/548189991527824","isVote":1,"tweetType":1,"viewCount":1068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":547129365657488,"gmtCreate":1774600060142,"gmtModify":1774600062406,"author":{"id":"4205058522997292","authorId":"4205058522997292","name":"硬核Jasper","avatar":"https://static.tigerbbs.com/9bf00f2c7a64390fc4fd00e6db004171","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4205058522997292","authorIdStr":"4205058522997292"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02526\">$德适-B(02526)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/02526\">$德适-B(02526)$</a>&nbsp;","text":"$德适-B(02526)$","images":[{"img":"https://static.tigerbbs.com/4ffbc90a404f86575bc6420239a9e4ce","width":"1044","height":"1622"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547129365657488","isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":530868862894544,"gmtCreate":1770627628530,"gmtModify":1770627632528,"author":{"id":"4205058522997292","authorId":"4205058522997292","name":"硬核Jasper","avatar":"https://static.tigerbbs.com/9bf00f2c7a64390fc4fd00e6db004171","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4205058522997292","authorIdStr":"4205058522997292"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02720\">$乐欣户外(02720)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/02720\">$乐欣户外(02720)$</a>&nbsp;","text":"$乐欣户外(02720)$","images":[{"img":"https://static.tigerbbs.com/d2a105e285a34005a0ab3221671ddac5","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530868862894544","isVote":1,"tweetType":1,"viewCount":935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":519539543491064,"gmtCreate":1767862059857,"gmtModify":1767862061911,"author":{"id":"4205058522997292","authorId":"4205058522997292","name":"硬核Jasper","avatar":"https://static.tigerbbs.com/9bf00f2c7a64390fc4fd00e6db004171","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4205058522997292","authorIdStr":"4205058522997292"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>&nbsp;","text":"$MINIMAX-WP(00100)$","images":[{"img":"https://static.tigerbbs.com/5b23ae69090df9baf53eefc36e0fc03b","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519539543491064","isVote":1,"tweetType":1,"viewCount":1437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":511704605987576,"gmtCreate":1765954849802,"gmtModify":1765954851849,"author":{"id":"4205058522997292","authorId":"4205058522997292","name":"硬核Jasper","avatar":"https://static.tigerbbs.com/9bf00f2c7a64390fc4fd00e6db004171","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4205058522997292","authorIdStr":"4205058522997292"},"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/511704605987576","repostId":"1133906484","repostType":4,"repost":{"id":"1133906484","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":1765950875,"share":"https://www.laohu8.com/m/news/1133906484?lang=zh_CN&edition=full","pubTime":"2025-12-17 13:54","market":"us","language":"zh","title":"美国银行2026年押注这6只人工智能顶级芯片股","url":"https://stock-news.laohu8.com/highlight/detail?id=1133906484","media":"老虎资讯综合","summary":"美国银行表示，人工智能仍将是2026年最值得布局的投资主题。Arya预计，2026年半导体销售额将再增长约30%，首次接近1万亿美元规模。美国银行推荐名单中的第三只股票是 $拉姆研究$ 。Arya给出的195美元目标价意味着约19%的潜在上涨空间。","content":"<html><head></head><body><p style=\"text-align: left;\">美国银行表示，人工智能仍将是2026年最值得布局的投资主题。</p><p style=\"text-align: left;\">在周二发布的一份研报中，该行指出，AI投资周期仍处于早期至中期阶段。由Vivek Arya领衔的分析团队预计，芯片制造商将继续带来具有吸引力、但波动较大的回报，并认为华尔街整体共识仍然低估了这些股票所承担的“关键性”使命。</p><p style=\"text-align: left;\">Arya在报告中写道：“AI投资进入‘中期低潮’，但我们预计，在数据中心利用率强劲、供给偏紧、企业级采用加速，以及大语言模型（LLM）开发商、超大规模云厂商和主权客户之间竞争加剧的推动下，AI半导体在未来一年仍将实现同比50%以上的稳健增长。对AI投资回报和超大规模云厂商现金流的更严格审视，可能会令股价维持震荡，但这一影响将被更新、更快的LLM开发商以及服务于企业和主权客户的AI工厂所部分抵消。”</p><p style=\"text-align: left;\">Arya预计，2026年半导体销售额将再增长约30%，首次接近1万亿美元规模。</p><p style=\"text-align: left;\">在同一份研报中，他还给出了该板块中自己最看好的六只大型股，重点关注公司质量和行业领导地位，如下所示：</p><p style=\"text-align: left;\"><strong>美国银行2026年最看好的6只AI股票</strong></p><table style=\"border-collapse: collapse;\"><colgroup><col/><col/><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">股票代码</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">公司</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">12月15日收盘价</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">目标价</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">上涨空间</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">NVDA</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> （Nvidia）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">176.29美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">275美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">56%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">AVGO</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/AVGO\">博通</a> （Broadcom）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">339.81美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">500美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">47%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">LRCX</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/LRCX\">拉姆研究</a> （Lam Research）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">164.30美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">195美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">19%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">KLAC</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/KLAC\">科磊</a>  （KLA）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">1,125.11美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">1,450美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">29%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">ADI</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/ADI\">亚德诺</a> （Analog Devices）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">280.44美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">320美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">14%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">CDNS</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/CDNS\">铿腾电子</a> （Cadence Design Systems）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">318.43美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">400美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">26%</p></td></tr></tbody></table><p style=\"text-align: left;\">来源：美国银行</p><p style=\"text-align: left;\">作为AI领域的“海报股”，今年以来上涨32%的 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> ，仍是美国银行2026年最看好的六只股票之一。Arya给出的275美元目标价意味着，黄仁勋领导的这家公司的目标价较当前水平仍有56%的上涨空间。Arya表示，英伟达目前的估值“极具吸引力”，其市盈率仅相当于自身增长率的一半，同时拥有稳健的产品管线和充足的潜在催化因素。</p><p style=\"text-align: left;\">他写道：“我们的目标价基于英伟达在高速增长的AI计算和网络市场中的领先份额，尽管全球AI项目存在阶段性波动、游戏市场具有周期性，以及对电力供应可得性的担忧，这些因素对其形成一定对冲。”</p><p style=\"text-align: left;\">同样被评为“买入”评级的 <a href=\"https://laohu8.com/S/AVGO\">博通</a> ，在Arya的六大首选中具备第二大的潜在上涨空间。他认为，凭借“两位数的每股收益增长，以及半导体行业中最出色的盈利能力、自由现金流创造能力和资本回报”，该股较周一收盘价有望上涨47%。</p><p style=\"text-align: left;\">美国银行推荐名单中的第三只股票是 <a href=\"https://laohu8.com/S/LRCX\">拉姆研究</a> 。Arya给出的195美元目标价意味着约19%的潜在上涨空间。</p><p style=\"text-align: left;\">Arya写道：“我们的目标价依据处于历史9倍至40倍交易区间的偏上水平，这一估值由持续的存储器晶圆制造设备（WFE）周期、长期中等偏十几的每股收益复合年增长率、刻蚀/沉积设备的产品领先地位、刻蚀/沉积环节强度提升、市场份额扩大、代工/逻辑业务相对存储业务的敞口提升、NAND复苏前景改善以及稳健的自由现金流创造能力所支撑；同时，短期内的成本通胀和关税问题构成一定压力。”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国银行2026年押注这6只人工智能顶级芯片股</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美国银行2026年押注这6只人工智能顶级芯片股\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\">2025-12-17 13:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">美国银行表示，人工智能仍将是2026年最值得布局的投资主题。</p><p style=\"text-align: left;\">在周二发布的一份研报中，该行指出，AI投资周期仍处于早期至中期阶段。由Vivek Arya领衔的分析团队预计，芯片制造商将继续带来具有吸引力、但波动较大的回报，并认为华尔街整体共识仍然低估了这些股票所承担的“关键性”使命。</p><p style=\"text-align: left;\">Arya在报告中写道：“AI投资进入‘中期低潮’，但我们预计，在数据中心利用率强劲、供给偏紧、企业级采用加速，以及大语言模型（LLM）开发商、超大规模云厂商和主权客户之间竞争加剧的推动下，AI半导体在未来一年仍将实现同比50%以上的稳健增长。对AI投资回报和超大规模云厂商现金流的更严格审视，可能会令股价维持震荡，但这一影响将被更新、更快的LLM开发商以及服务于企业和主权客户的AI工厂所部分抵消。”</p><p style=\"text-align: left;\">Arya预计，2026年半导体销售额将再增长约30%，首次接近1万亿美元规模。</p><p style=\"text-align: left;\">在同一份研报中，他还给出了该板块中自己最看好的六只大型股，重点关注公司质量和行业领导地位，如下所示：</p><p style=\"text-align: left;\"><strong>美国银行2026年最看好的6只AI股票</strong></p><table style=\"border-collapse: collapse;\"><colgroup><col/><col/><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">股票代码</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">公司</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">12月15日收盘价</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">目标价</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">上涨空间</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">NVDA</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> （Nvidia）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">176.29美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">275美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">56%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">AVGO</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/AVGO\">博通</a> （Broadcom）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">339.81美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">500美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">47%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">LRCX</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/LRCX\">拉姆研究</a> （Lam Research）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">164.30美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">195美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">19%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">KLAC</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/KLAC\">科磊</a>  （KLA）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">1,125.11美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">1,450美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">29%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">ADI</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/ADI\">亚德诺</a> （Analog Devices）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">280.44美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">320美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">14%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">CDNS</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/CDNS\">铿腾电子</a> （Cadence Design Systems）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">318.43美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">400美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">26%</p></td></tr></tbody></table><p style=\"text-align: left;\">来源：美国银行</p><p style=\"text-align: left;\">作为AI领域的“海报股”，今年以来上涨32%的 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> ，仍是美国银行2026年最看好的六只股票之一。Arya给出的275美元目标价意味着，黄仁勋领导的这家公司的目标价较当前水平仍有56%的上涨空间。Arya表示，英伟达目前的估值“极具吸引力”，其市盈率仅相当于自身增长率的一半，同时拥有稳健的产品管线和充足的潜在催化因素。</p><p style=\"text-align: left;\">他写道：“我们的目标价基于英伟达在高速增长的AI计算和网络市场中的领先份额，尽管全球AI项目存在阶段性波动、游戏市场具有周期性，以及对电力供应可得性的担忧，这些因素对其形成一定对冲。”</p><p style=\"text-align: left;\">同样被评为“买入”评级的 <a href=\"https://laohu8.com/S/AVGO\">博通</a> ，在Arya的六大首选中具备第二大的潜在上涨空间。他认为，凭借“两位数的每股收益增长，以及半导体行业中最出色的盈利能力、自由现金流创造能力和资本回报”，该股较周一收盘价有望上涨47%。</p><p style=\"text-align: left;\">美国银行推荐名单中的第三只股票是 <a href=\"https://laohu8.com/S/LRCX\">拉姆研究</a> 。Arya给出的195美元目标价意味着约19%的潜在上涨空间。</p><p style=\"text-align: left;\">Arya写道：“我们的目标价依据处于历史9倍至40倍交易区间的偏上水平，这一估值由持续的存储器晶圆制造设备（WFE）周期、长期中等偏十几的每股收益复合年增长率、刻蚀/沉积设备的产品领先地位、刻蚀/沉积环节强度提升、市场份额扩大、代工/逻辑业务相对存储业务的敞口提升、NAND复苏前景改善以及稳健的自由现金流创造能力所支撑；同时，短期内的成本通胀和关税问题构成一定压力。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/a97eb9a14d755a31467860c91b81c811","relate_stocks":{"ADI":"亚德诺","NVDA":"英伟达","CDNS":"铿腾电子","KLAC":"科磊","AVGO":"博通","LRCX":"拉姆研究"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133906484","content_text":"美国银行表示，人工智能仍将是2026年最值得布局的投资主题。在周二发布的一份研报中，该行指出，AI投资周期仍处于早期至中期阶段。由Vivek Arya领衔的分析团队预计，芯片制造商将继续带来具有吸引力、但波动较大的回报，并认为华尔街整体共识仍然低估了这些股票所承担的“关键性”使命。Arya在报告中写道：“AI投资进入‘中期低潮’，但我们预计，在数据中心利用率强劲、供给偏紧、企业级采用加速，以及大语言模型（LLM）开发商、超大规模云厂商和主权客户之间竞争加剧的推动下，AI半导体在未来一年仍将实现同比50%以上的稳健增长。对AI投资回报和超大规模云厂商现金流的更严格审视，可能会令股价维持震荡，但这一影响将被更新、更快的LLM开发商以及服务于企业和主权客户的AI工厂所部分抵消。”Arya预计，2026年半导体销售额将再增长约30%，首次接近1万亿美元规模。在同一份研报中，他还给出了该板块中自己最看好的六只大型股，重点关注公司质量和行业领导地位，如下所示：美国银行2026年最看好的6只AI股票股票代码公司12月15日收盘价目标价上涨空间NVDA 英伟达 （Nvidia）176.29美元275美元56%AVGO 博通 （Broadcom）339.81美元500美元47%LRCX 拉姆研究 （Lam Research）164.30美元195美元19%KLAC 科磊  （KLA）1,125.11美元1,450美元29%ADI 亚德诺 （Analog Devices）280.44美元320美元14%CDNS 铿腾电子 （Cadence Design Systems）318.43美元400美元26%来源：美国银行作为AI领域的“海报股”，今年以来上涨32%的 英伟达 ，仍是美国银行2026年最看好的六只股票之一。Arya给出的275美元目标价意味着，黄仁勋领导的这家公司的目标价较当前水平仍有56%的上涨空间。Arya表示，英伟达目前的估值“极具吸引力”，其市盈率仅相当于自身增长率的一半，同时拥有稳健的产品管线和充足的潜在催化因素。他写道：“我们的目标价基于英伟达在高速增长的AI计算和网络市场中的领先份额，尽管全球AI项目存在阶段性波动、游戏市场具有周期性，以及对电力供应可得性的担忧，这些因素对其形成一定对冲。”同样被评为“买入”评级的 博通 ，在Arya的六大首选中具备第二大的潜在上涨空间。他认为，凭借“两位数的每股收益增长，以及半导体行业中最出色的盈利能力、自由现金流创造能力和资本回报”，该股较周一收盘价有望上涨47%。美国银行推荐名单中的第三只股票是 拉姆研究 。Arya给出的195美元目标价意味着约19%的潜在上涨空间。Arya写道：“我们的目标价依据处于历史9倍至40倍交易区间的偏上水平，这一估值由持续的存储器晶圆制造设备（WFE）周期、长期中等偏十几的每股收益复合年增长率、刻蚀/沉积设备的产品领先地位、刻蚀/沉积环节强度提升、市场份额扩大、代工/逻辑业务相对存储业务的敞口提升、NAND复苏前景改善以及稳健的自由现金流创造能力所支撑；同时，短期内的成本通胀和关税问题构成一定压力。”","news_type":1,"symbols_score_info":{"NVDA":2,"ADI":2,"CDNS":2,"KLAC":2,"LRCX":2,"AVGO":2}},"isVote":1,"tweetType":1,"viewCount":1036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511074856965008,"gmtCreate":1765787071178,"gmtModify":1765787073702,"author":{"id":"4205058522997292","authorId":"4205058522997292","name":"硬核Jasper","avatar":"https://static.tigerbbs.com/9bf00f2c7a64390fc4fd00e6db004171","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4205058522997292","authorIdStr":"4205058522997292"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02655\">$果下科技(02655)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/02655\">$果下科技(02655)$</a>&nbsp;","text":"$果下科技(02655)$","images":[{"img":"https://static.tigerbbs.com/55f0a233896b9ff0aadc10c2dff0e221","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511074856965008","isVote":1,"tweetType":1,"viewCount":997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":509784142787304,"gmtCreate":1765497055071,"gmtModify":1765497056995,"author":{"id":"4205058522997292","authorId":"4205058522997292","name":"硬核Jasper","avatar":"https://static.tigerbbs.com/9bf00f2c7a64390fc4fd00e6db004171","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4205058522997292","authorIdStr":"4205058522997292"},"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/509784142787304","repostId":"1164269098","repostType":2,"repost":{"id":"1164269098","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":1765349125,"share":"https://www.laohu8.com/m/news/1164269098?lang=zh_CN&edition=full","pubTime":"2025-12-10 14:45","market":"us","language":"zh","title":"史诗级IPO在路上！SpaceX据称明年上市，这些美股太空概念股投资潮将至","url":"https://stock-news.laohu8.com/highlight/detail?id=1164269098","media":"老虎资讯综合","summary":"彭博社周二爆料称，马斯克旗下太空技术公司SpaceX或于 2026 年启动IPO，募资规模最高可达300亿美元。对此，SpaceX暂未回应置评请求。史上最大IPO明年来袭？SpaceX拟募资超300亿美元，目标估值超特斯拉！尽管仍为私有企业，SpaceX已是全球估值最高的航空航天与国防企业，当前估值约4000亿美元。市场还猜测，SpaceX此番IPO或将推动马斯克整合其庞大的科技版图。","content":"<html><head></head><body><p>彭博社周二爆料称，马斯克旗下太空技术公司SpaceX或于 2026 年启动IPO，募资规模最高可达300亿美元。对此，SpaceX暂未回应置评请求。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c3d20746bdf7b0377575378579101f43\" title=\"史上最大IPO明年来袭？SpaceX拟募资超300亿美元，目标估值超特斯拉！\" tg-width=\"1500\" tg-height=\"956\"/><span>史上最大IPO明年来袭？SpaceX拟募资超300亿美元，目标估值超特斯拉！</span></p><p>值得一提的是，持有SpaceX股票的 <a href=\"https://laohu8.com/S/SATS\">回声星通信</a> ，在今年9月时所持股份估值达85亿美元。受上述消息提振，该公司股价周二盘后大涨10美元，最终收于93.54美元，单日涨幅达6%，过去一周累计涨幅更是高达25%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f8cdbe1cc00d62c783b5d5d5cda86ce8\" title=\"\" tg-width=\"944\" tg-height=\"409\"/></p><p>尽管仍为私有企业，SpaceX已是全球估值最高的航空航天与国防企业，当前估值约4000亿美元。有报道称，该公司上周曾寻求8000亿美元的估值，但马斯克似乎有意淡化这一可能性，他表示SpaceX目前已实现现金流为正，并不迫切需要通过发售股票募资。</p><p>这一表态令众多渴望入股该公司的投资者略感失望。SpaceX的投资吸引力不言而喻：其全球轨道发射业务占比超半数，旗下星链（Starlink）卫星宽带业务用户规模更是突破 800 万。</p><p>市场还猜测，SpaceX此番IPO或将推动马斯克整合其庞大的科技版图。不久前，特斯拉股东投票支持一项提案，授权公司向马斯克旗下人工智能企业 xAI 进行投资。</p><p>不过需要指出的是，该项投票不具备约束力，且有大量股东选择弃权。</p><p>无论是投资 xAI，还是参与SpaceX的 IPO，都可能成为特斯拉向大型控股公司 X Corp 迈进的关键一步。</p><p>韦德布什证券分析师表示：“若SpaceX推进 IPO 进程，而特斯拉未参与入股，我们会感到十分意外。” 目前，分析师对特斯拉股票给予 “买入” 评级，目标价定为600美元。他认为，特斯拉在自动驾驶出租车、人形机器人等人工智能领域的布局，将为公司未来带来显著的盈利增长。</p><p>现阶段判断马斯克的最终计划尚为时过早，其战略意图亦可能随时调整，但这并不妨碍投资者展开畅想。</p><p>太空板块还有什么标的可以关注呢？</p><table style=\"border-collapse: collapse;\"><tbody><tr><td style=\"text-align: left;\"><p>代码</p></td><td style=\"text-align: left;\"><p>关注点</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/RKLB\">Rocket Lab USA, Inc.</a> </p></td><td style=\"text-align: left;\"><p>中小型卫星发射服务制造商，互为同赛道竞争对手</p></td></tr><tr><td style=\"text-align: left;\"><p> <a href=\"https://laohu8.com/S/FLY\">Firefly Aerospace Inc.</a></p></td><td style=\"text-align: left;\"><p>主营中小型运载火箭与月球发射服务市场，互为同赛道竞争对手</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></p></td><td style=\"text-align: left;\"><p>特斯拉大概率会参与入股，形成“特斯拉-xAI-SpaceX”的技术生态闭环。此外，特斯拉的自动驾驶技术与SpaceX的星链卫星互联网结合，有望提升车联网服务的覆盖范围与稳定性</p></td></tr><tr><td style=\"text-align: left;\"><p> <a href=\"https://laohu8.com/S/SATS\">回声星通信</a></p></td><td style=\"text-align: left;\"><p>作为与SpaceX资本绑定最深的美股公司之一，公司宣布向SpaceX出售15兆赫全国性AWS-3上行链路频谱，换取价值26亿美元的SpaceX股票</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> </p></td><td style=\"text-align: left;\"><p>亚马逊的AWS云服务与SpaceX的星链在“卫星+云”的协同领域存在潜在合作可能</p></td></tr><tr><td style=\"text-align: left;\"><p> <a href=\"https://laohu8.com/S/ASTS\">AST SpaceMobile, Inc.</a></p></td><td style=\"text-align: left;\"><p>专注于“直接到设备”的天基蜂窝宽带服务，与星链的地面终端模式形成差异化竞争</p></td></tr><tr><td style=\"text-align: left;\"><p> <a href=\"https://laohu8.com/S/DXYZ\">Destiny Tech100 Inc</a></p></td><td style=\"text-align: left;\"><p>基金持有股份约39%为Space X</p></td></tr></tbody></table><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>史诗级IPO在路上！SpaceX据称明年上市，这些美股太空概念股投资潮将至</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史诗级IPO在路上！SpaceX据称明年上市，这些美股太空概念股投资潮将至\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\">2025-12-10 14:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>彭博社周二爆料称，马斯克旗下太空技术公司SpaceX或于 2026 年启动IPO，募资规模最高可达300亿美元。对此，SpaceX暂未回应置评请求。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c3d20746bdf7b0377575378579101f43\" title=\"史上最大IPO明年来袭？SpaceX拟募资超300亿美元，目标估值超特斯拉！\" tg-width=\"1500\" tg-height=\"956\"/><span>史上最大IPO明年来袭？SpaceX拟募资超300亿美元，目标估值超特斯拉！</span></p><p>值得一提的是，持有SpaceX股票的 <a href=\"https://laohu8.com/S/SATS\">回声星通信</a> ，在今年9月时所持股份估值达85亿美元。受上述消息提振，该公司股价周二盘后大涨10美元，最终收于93.54美元，单日涨幅达6%，过去一周累计涨幅更是高达25%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f8cdbe1cc00d62c783b5d5d5cda86ce8\" title=\"\" tg-width=\"944\" tg-height=\"409\"/></p><p>尽管仍为私有企业，SpaceX已是全球估值最高的航空航天与国防企业，当前估值约4000亿美元。有报道称，该公司上周曾寻求8000亿美元的估值，但马斯克似乎有意淡化这一可能性，他表示SpaceX目前已实现现金流为正，并不迫切需要通过发售股票募资。</p><p>这一表态令众多渴望入股该公司的投资者略感失望。SpaceX的投资吸引力不言而喻：其全球轨道发射业务占比超半数，旗下星链（Starlink）卫星宽带业务用户规模更是突破 800 万。</p><p>市场还猜测，SpaceX此番IPO或将推动马斯克整合其庞大的科技版图。不久前，特斯拉股东投票支持一项提案，授权公司向马斯克旗下人工智能企业 xAI 进行投资。</p><p>不过需要指出的是，该项投票不具备约束力，且有大量股东选择弃权。</p><p>无论是投资 xAI，还是参与SpaceX的 IPO，都可能成为特斯拉向大型控股公司 X Corp 迈进的关键一步。</p><p>韦德布什证券分析师表示：“若SpaceX推进 IPO 进程，而特斯拉未参与入股，我们会感到十分意外。” 目前，分析师对特斯拉股票给予 “买入” 评级，目标价定为600美元。他认为，特斯拉在自动驾驶出租车、人形机器人等人工智能领域的布局，将为公司未来带来显著的盈利增长。</p><p>现阶段判断马斯克的最终计划尚为时过早，其战略意图亦可能随时调整，但这并不妨碍投资者展开畅想。</p><p>太空板块还有什么标的可以关注呢？</p><table style=\"border-collapse: collapse;\"><tbody><tr><td style=\"text-align: left;\"><p>代码</p></td><td style=\"text-align: left;\"><p>关注点</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/RKLB\">Rocket Lab USA, Inc.</a> </p></td><td style=\"text-align: left;\"><p>中小型卫星发射服务制造商，互为同赛道竞争对手</p></td></tr><tr><td style=\"text-align: left;\"><p> <a href=\"https://laohu8.com/S/FLY\">Firefly Aerospace Inc.</a></p></td><td style=\"text-align: left;\"><p>主营中小型运载火箭与月球发射服务市场，互为同赛道竞争对手</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></p></td><td style=\"text-align: left;\"><p>特斯拉大概率会参与入股，形成“特斯拉-xAI-SpaceX”的技术生态闭环。此外，特斯拉的自动驾驶技术与SpaceX的星链卫星互联网结合，有望提升车联网服务的覆盖范围与稳定性</p></td></tr><tr><td style=\"text-align: left;\"><p> <a href=\"https://laohu8.com/S/SATS\">回声星通信</a></p></td><td style=\"text-align: left;\"><p>作为与SpaceX资本绑定最深的美股公司之一，公司宣布向SpaceX出售15兆赫全国性AWS-3上行链路频谱，换取价值26亿美元的SpaceX股票</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> </p></td><td style=\"text-align: left;\"><p>亚马逊的AWS云服务与SpaceX的星链在“卫星+云”的协同领域存在潜在合作可能</p></td></tr><tr><td style=\"text-align: left;\"><p> <a href=\"https://laohu8.com/S/ASTS\">AST SpaceMobile, Inc.</a></p></td><td style=\"text-align: left;\"><p>专注于“直接到设备”的天基蜂窝宽带服务，与星链的地面终端模式形成差异化竞争</p></td></tr><tr><td style=\"text-align: left;\"><p> <a href=\"https://laohu8.com/S/DXYZ\">Destiny Tech100 Inc</a></p></td><td style=\"text-align: left;\"><p>基金持有股份约39%为Space X</p></td></tr></tbody></table><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/c3d20746bdf7b0377575378579101f43","relate_stocks":{"AMZN":"亚马逊","RKLB":"Rocket Lab USA, Inc.","SATS":"回声星通信","DXYZ":"Destiny Tech100 Inc","FLY":"Firefly Aerospace Inc.","TSLA":"特斯拉","ASTS":"AST SpaceMobile, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164269098","content_text":"彭博社周二爆料称，马斯克旗下太空技术公司SpaceX或于 2026 年启动IPO，募资规模最高可达300亿美元。对此，SpaceX暂未回应置评请求。史上最大IPO明年来袭？SpaceX拟募资超300亿美元，目标估值超特斯拉！值得一提的是，持有SpaceX股票的 回声星通信 ，在今年9月时所持股份估值达85亿美元。受上述消息提振，该公司股价周二盘后大涨10美元，最终收于93.54美元，单日涨幅达6%，过去一周累计涨幅更是高达25%。尽管仍为私有企业，SpaceX已是全球估值最高的航空航天与国防企业，当前估值约4000亿美元。有报道称，该公司上周曾寻求8000亿美元的估值，但马斯克似乎有意淡化这一可能性，他表示SpaceX目前已实现现金流为正，并不迫切需要通过发售股票募资。这一表态令众多渴望入股该公司的投资者略感失望。SpaceX的投资吸引力不言而喻：其全球轨道发射业务占比超半数，旗下星链（Starlink）卫星宽带业务用户规模更是突破 800 万。市场还猜测，SpaceX此番IPO或将推动马斯克整合其庞大的科技版图。不久前，特斯拉股东投票支持一项提案，授权公司向马斯克旗下人工智能企业 xAI 进行投资。不过需要指出的是，该项投票不具备约束力，且有大量股东选择弃权。无论是投资 xAI，还是参与SpaceX的 IPO，都可能成为特斯拉向大型控股公司 X Corp 迈进的关键一步。韦德布什证券分析师表示：“若SpaceX推进 IPO 进程，而特斯拉未参与入股，我们会感到十分意外。” 目前，分析师对特斯拉股票给予 “买入” 评级，目标价定为600美元。他认为，特斯拉在自动驾驶出租车、人形机器人等人工智能领域的布局，将为公司未来带来显著的盈利增长。现阶段判断马斯克的最终计划尚为时过早，其战略意图亦可能随时调整，但这并不妨碍投资者展开畅想。太空板块还有什么标的可以关注呢？代码关注点Rocket Lab USA, Inc. 中小型卫星发射服务制造商，互为同赛道竞争对手 Firefly Aerospace Inc.主营中小型运载火箭与月球发射服务市场，互为同赛道竞争对手特斯拉特斯拉大概率会参与入股，形成“特斯拉-xAI-SpaceX”的技术生态闭环。此外，特斯拉的自动驾驶技术与SpaceX的星链卫星互联网结合，有望提升车联网服务的覆盖范围与稳定性 回声星通信作为与SpaceX资本绑定最深的美股公司之一，公司宣布向SpaceX出售15兆赫全国性AWS-3上行链路频谱，换取价值26亿美元的SpaceX股票亚马逊 亚马逊的AWS云服务与SpaceX的星链在“卫星+云”的协同领域存在潜在合作可能 AST SpaceMobile, Inc.专注于“直接到设备”的天基蜂窝宽带服务，与星链的地面终端模式形成差异化竞争 Destiny Tech100 Inc基金持有股份约39%为Space X","news_type":1,"symbols_score_info":{"SATS":2,"DXYZ":2,"AMZN":2,"RKLB":2,"ASTS":2,"TSLA":2,"FLY":2}},"isVote":1,"tweetType":1,"viewCount":1395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491222528151712,"gmtCreate":1760948322445,"gmtModify":1760948325455,"author":{"id":"4205058522997292","authorId":"4205058522997292","name":"硬核Jasper","avatar":"https://static.tigerbbs.com/9bf00f2c7a64390fc4fd00e6db004171","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4205058522997292","authorIdStr":"4205058522997292"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06687\">$聚水潭(06687)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/06687\">$聚水潭(06687)$</a>&nbsp;","text":"$聚水潭(06687)$","images":[{"img":"https://static.tigerbbs.com/cf26d5c2317fa01d4534992d5843d8c9","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491222528151712","isVote":1,"tweetType":1,"viewCount":1956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":486320374296784,"gmtCreate":1759759351348,"gmtModify":1759759353633,"author":{"id":"4205058522997292","authorId":"4205058522997292","name":"硬核Jasper","avatar":"https://static.tigerbbs.com/9bf00f2c7a64390fc4fd00e6db004171","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4205058522997292","authorIdStr":"4205058522997292"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/AMD 20260116 210.0 CALL\">$AMD 20260116 210.0 CALL$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/AMD 20260116 210.0 CALL\">$AMD 20260116 210.0 CALL$</a>&nbsp;","text":"$AMD 20260116 210.0 CALL$","images":[{"img":"https://static.tigerbbs.com/b4b66f4f10eecaa64dbe4a6e8579e193","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486320374296784","isVote":1,"tweetType":1,"viewCount":1714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}