吉林临江的个人主页 - 老虎社区

吉林临江

吉林临江

暂无个人介绍

IP属地：0

15关注

5粉丝

1主题

0勋章

06-26

$AST SpaceMobile, Inc.(ASTS)$ 今天为什么涨了

06-24

‌ 从来没见过垃圾‌‌

06-24

‌$诺基亚(NOK)$ 特朗普提到该死的乐基亚了

06-23

$闪迪(SNDK)$ 被套在3300了，草

06-23

‌全世界都在演我呢？

06-22

开始暴跌了嘛

IPO之后借债！SpaceX首发投资级债券，200亿美元弹药押注AI未来

06-22

‌良率才 20 ，生产出来不得亏麻了‌

06-22

都TMD利好那么多，NOK 股价一直跌

诺基亚携手韩国防务企业推出车载5G通信装备搭建空地一体化战场网络

06-18

‌$诺基亚(NOK)$ 垃圾玩意，为什么其他光模块起飞了，而你？‌‌

06-17

$AST SpaceMobile, Inc.(ASTS)$ 垃圾股

06-13

$英特尔(INTC)$ 太操蛋了，

06-11

$甲骨文(ORCL)$ 实话实说低吸时刻，读未来3年和openai 上市

06-10

$诺基亚(NOK)$ 到底是谁在卖啊

06-08

真搞笑

“英伟达挑战者”Cerebras上市三周股价几近腰斩后，华尔街集体高喊“买入“

06-05

‌$甲骨文(ORCL)$ 跌，赶紧跌啊‌

06-04

‌$诺基亚(NOK)$ ‌‌ ‌ V啊

06-04

‌$博通(AVGO)$ 真尼玛神奇，草，财报超预期跌，没超预期也跌，有人控盘把？接来叠完就是一年蜗牛涨

06-04

‌$诺基亚(NOK)$ 17压力真的好大，本周五又要杀期权

06-04

‌17 压力位真的好大啊，‌

06-04

$英特尔(INTC)$ 它到底在跌什么

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4207886966494232","uuid":"4207886966494232","gmtCreate":1744783783323,"gmtModify":1748962057268,"name":"吉林临江","pinyin":"jlljjilinlinjiang","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":5,"headSize":15,"tweetSize":101,"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":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.01.14","exceedPercentage":"80.14%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":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":"2025.10.02","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":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":"2025.06.04","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":3,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":0,"location":"0","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":1,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":579390979612840,"gmtCreate":1782482959318,"gmtModify":1782483406353,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$&nbsp;</a> 今天为什么涨了","listText":"<a href=\"https://laohu8.com/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$&nbsp;</a> 今天为什么涨了","text":"$AST SpaceMobile, Inc.(ASTS)$ 今天为什么涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/579390979612840","isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578781777560488,"gmtCreate":1782313364001,"gmtModify":1782313531057,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"title":"","htmlText":"‌ 从来没见过垃圾‌‌","listText":"‌ 从来没见过垃圾‌‌","text":"‌ 从来没见过垃圾‌‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578781777560488","isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578596643500136,"gmtCreate":1782268081222,"gmtModify":1782268288782,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$ &nbsp;</a> 特朗普提到该死的乐基亚了","listText":"‌<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$ &nbsp;</a> 特朗普提到该死的乐基亚了","text":"‌$诺基亚(NOK)$ 特朗普提到该死的乐基亚了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578596643500136","isVote":1,"tweetType":1,"viewCount":651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578395337945792,"gmtCreate":1782218935344,"gmtModify":1782219046866,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 被套在3300了，草","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 被套在3300了，草","text":"$闪迪(SNDK)$ 被套在3300了，草","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/578395337945792","isVote":1,"tweetType":1,"viewCount":2522,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3459776863487011","authorId":"3459776863487011","name":"展望未来的自己吧","avatar":"https://static.tigerbbs.com/9f37f8d0fd0718aa3d3f6995114bf24e","crmLevel":2,"crmLevelSwitch":0,"idStr":"3459776863487011","authorIdStr":"3459776863487011"},"content":"你说错了吧 应该是2300","text":"你说错了吧 应该是2300","html":"你说错了吧 应该是2300"},{"author":{"id":"3444337419887473","authorId":"3444337419887473","name":"丑小妖","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3444337419887473","authorIdStr":"3444337419887473"},"content":"股价最高 2300，你怎么套在 3300","text":"股价最高 2300，你怎么套在 3300","html":"股价最高 2300，你怎么套在 3300"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578174530683472,"gmtCreate":1782179368413,"gmtModify":1782182070829,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"title":"","htmlText":"‌全世界都在演我呢？","listText":"‌全世界都在演我呢？","text":"‌全世界都在演我呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578174530683472","isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":577974749447768,"gmtCreate":1782130622124,"gmtModify":1782132770006,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"title":"","htmlText":"开始暴跌了嘛","listText":"开始暴跌了嘛","text":"开始暴跌了嘛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/577974749447768","repostId":"1126265266","repostType":2,"repost":{"id":"1126265266","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1782130502,"share":"https://www.laohu8.com/m/news/1126265266?lang=zh_CN&edition=full","pubTime":"2026-06-22 20:15","market":"us","language":"zh","title":"IPO之后借债！SpaceX首发投资级债券，200亿美元弹药押注AI未来","url":"https://stock-news.laohu8.com/highlight/detail?id=1126265266","media":"华尔街见闻","summary":"6月22日，据美国证交会文件，SpaceX开始发行无担保高级票据，将利用净收益偿还未偿还借款。","content":"<html><head></head><body><blockquote><p>SpaceX启动首次投资级债券发行，预计融资规模至少200亿美元，主要用于偿还过桥贷款、优化债务结构。公司在完成750亿美元IPO后加速资本布局，三大评级机构授予投资级评级，为后续大规模融资铺路，并为AI业务扩张提供资金支持。</p></blockquote><p style=\"text-align: left;\">SpaceX正式启动其首次投资级债券发行，标志着这家埃隆·马斯克旗下的火箭、卫星与人工智能综合企业在完成创纪录IPO后，迈出大规模融资的第一步。</p><p style=\"text-align: left;\">据SpaceX于6月22日提交的8-K文件，公司已启动首批高级无担保票据的发行程序，并注明&#34;以市场条件及其他因素为前提&#34;。<strong>此次发行规模预计至少达200亿美元，所募资金将主要用于偿还一笔规模相当的临时过桥贷款。</strong></p><p style=\"text-align: left;\">此次发债消息公布前，SpaceX已于上周获得三大主要评级机构的投资级信用评级，为其以更低成本进入债券市场铺平道路。<strong>市场人士普遍将此次发行视为SpaceX在完成750亿美元创纪录IPO后，为支撑其人工智能雄心而展开大规模举债的序幕。</strong></p><h2 id=\"id_1667750878\" style=\"text-align: left;\">五大行联合承销，周一启动投资者路演</h2><p style=\"text-align: left;\">据一位知情人士透露（因未获授权公开发言，要求匿名），SpaceX已委托美银、花旗、高盛、摩根大通及摩根士丹利五家银行安排投资者电话会议，时间定于周一。上述五家银行正是此前为SpaceX提供临时过桥融资的机构。</p><p style=\"text-align: left;\">此次发行的票据为高级无担保债务，与SpaceX现有及未来所有非次级债务、负债及其他义务在还款顺序上享有同等地位。</p><h2 id=\"id_2664684229\" style=\"text-align: left;\">偿还过桥贷款，化解长期债务压力</h2><p style=\"text-align: left;\">此次募资的核心用途在于置换SpaceX现有的临时过桥贷款。据彭博报道，<strong>该过桥贷款规模约200亿美元，构成SpaceX共计291亿美元长期债务的主体部分。</strong></p><p style=\"text-align: left;\">通过将短期过桥融资转换为期限更长的投资级债券，SpaceX得以优化其债务结构，降低再融资风险，并锁定相对稳定的长期资金成本。</p><h2 id=\"id_3102902528\" style=\"text-align: left;\">三大评级机构均授予投资级，评级略有差异</h2><p style=\"text-align: left;\">上周，穆迪、惠誉及标普三大评级机构相继对SpaceX给出投资级评级，均落于BBB级区间，但具体评级存在细微差异。</p><p style=\"text-align: left;\">穆迪给予Baa1评级，惠誉给予BBB+评级，两者均高于垃圾级三个档次；标普则给予BBB评级，较前两家低一个子级。三大机构的评级结果为SpaceX进入投资级债券市场提供了关键背书，有助于吸引更广泛的机构投资者群体，并压低融资成本。</p><h2 id=\"id_83290134\" style=\"text-align: left;\">IPO之后，AI雄心驱动大规模举债</h2><p style=\"text-align: left;\">此次债券发行是SpaceX完成750亿美元IPO后资本运作的重要组成部分。彭博此前报道，此次发行预计仅是SpaceX大规模举债计划的开端，后续融资将为公司的人工智能业务扩张提供弹药。</p><p style=\"text-align: left;\">作为一家横跨火箭发射、卫星互联网与人工智能的综合性企业，SpaceX正寻求通过资本市场为其雄心勃勃的技术投资计划提供持续资金支持。</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>IPO之后借债！SpaceX首发投资级债券，200亿美元弹药押注AI未来</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\">\nIPO之后借债！SpaceX首发投资级债券，200亿美元弹药押注AI未来\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-22 20:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>SpaceX启动首次投资级债券发行，预计融资规模至少200亿美元，主要用于偿还过桥贷款、优化债务结构。公司在完成750亿美元IPO后加速资本布局，三大评级机构授予投资级评级，为后续大规模融资铺路，并为AI业务扩张提供资金支持。</p></blockquote><p style=\"text-align: left;\">SpaceX正式启动其首次投资级债券发行，标志着这家埃隆·马斯克旗下的火箭、卫星与人工智能综合企业在完成创纪录IPO后，迈出大规模融资的第一步。</p><p style=\"text-align: left;\">据SpaceX于6月22日提交的8-K文件，公司已启动首批高级无担保票据的发行程序，并注明&#34;以市场条件及其他因素为前提&#34;。<strong>此次发行规模预计至少达200亿美元，所募资金将主要用于偿还一笔规模相当的临时过桥贷款。</strong></p><p style=\"text-align: left;\">此次发债消息公布前，SpaceX已于上周获得三大主要评级机构的投资级信用评级，为其以更低成本进入债券市场铺平道路。<strong>市场人士普遍将此次发行视为SpaceX在完成750亿美元创纪录IPO后，为支撑其人工智能雄心而展开大规模举债的序幕。</strong></p><h2 id=\"id_1667750878\" style=\"text-align: left;\">五大行联合承销，周一启动投资者路演</h2><p style=\"text-align: left;\">据一位知情人士透露（因未获授权公开发言，要求匿名），SpaceX已委托美银、花旗、高盛、摩根大通及摩根士丹利五家银行安排投资者电话会议，时间定于周一。上述五家银行正是此前为SpaceX提供临时过桥融资的机构。</p><p style=\"text-align: left;\">此次发行的票据为高级无担保债务，与SpaceX现有及未来所有非次级债务、负债及其他义务在还款顺序上享有同等地位。</p><h2 id=\"id_2664684229\" style=\"text-align: left;\">偿还过桥贷款，化解长期债务压力</h2><p style=\"text-align: left;\">此次募资的核心用途在于置换SpaceX现有的临时过桥贷款。据彭博报道，<strong>该过桥贷款规模约200亿美元，构成SpaceX共计291亿美元长期债务的主体部分。</strong></p><p style=\"text-align: left;\">通过将短期过桥融资转换为期限更长的投资级债券，SpaceX得以优化其债务结构，降低再融资风险，并锁定相对稳定的长期资金成本。</p><h2 id=\"id_3102902528\" style=\"text-align: left;\">三大评级机构均授予投资级，评级略有差异</h2><p style=\"text-align: left;\">上周，穆迪、惠誉及标普三大评级机构相继对SpaceX给出投资级评级，均落于BBB级区间，但具体评级存在细微差异。</p><p style=\"text-align: left;\">穆迪给予Baa1评级，惠誉给予BBB+评级，两者均高于垃圾级三个档次；标普则给予BBB评级，较前两家低一个子级。三大机构的评级结果为SpaceX进入投资级债券市场提供了关键背书，有助于吸引更广泛的机构投资者群体，并压低融资成本。</p><h2 id=\"id_83290134\" style=\"text-align: left;\">IPO之后，AI雄心驱动大规模举债</h2><p style=\"text-align: left;\">此次债券发行是SpaceX完成750亿美元IPO后资本运作的重要组成部分。彭博此前报道，此次发行预计仅是SpaceX大规模举债计划的开端，后续融资将为公司的人工智能业务扩张提供弹药。</p><p style=\"text-align: left;\">作为一家横跨火箭发射、卫星互联网与人工智能的综合性企业，SpaceX正寻求通过资本市场为其雄心勃勃的技术投资计划提供持续资金支持。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f16a7a67d0d2e6f1e72c43b8fe10d226","relate_stocks":{"SPCH":"2倍做多SpaceX ETF-Leverage Shares","SPAL":"2倍做多Space X ETF-GraniteShares","SSPC":"2倍做空SpaceX ETF-Leverage Shares","SNK":"2倍做空SpaceX ETF-GraniteShares","SPCX":"SPAC and New Issue ETF","SPCM":"2倍做多SpaceX ETF-Tradr","SPAX":"2倍做多SPACEX ETF-T-REX","SPCQ":"2倍做空SpaceX ETF-Defiance","SPCG":"2倍做空SpaceX ETF-Tradr","SPCU":"2倍做多SpaceX ETF-Defiance","SPCF":"2倍做多SpaceX ETF-ProShares","LOFF":"2倍做多SpaceX ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126265266","content_text":"SpaceX启动首次投资级债券发行，预计融资规模至少200亿美元，主要用于偿还过桥贷款、优化债务结构。公司在完成750亿美元IPO后加速资本布局，三大评级机构授予投资级评级，为后续大规模融资铺路，并为AI业务扩张提供资金支持。SpaceX正式启动其首次投资级债券发行，标志着这家埃隆·马斯克旗下的火箭、卫星与人工智能综合企业在完成创纪录IPO后，迈出大规模融资的第一步。据SpaceX于6月22日提交的8-K文件，公司已启动首批高级无担保票据的发行程序，并注明\"以市场条件及其他因素为前提\"。此次发行规模预计至少达200亿美元，所募资金将主要用于偿还一笔规模相当的临时过桥贷款。此次发债消息公布前，SpaceX已于上周获得三大主要评级机构的投资级信用评级，为其以更低成本进入债券市场铺平道路。市场人士普遍将此次发行视为SpaceX在完成750亿美元创纪录IPO后，为支撑其人工智能雄心而展开大规模举债的序幕。五大行联合承销，周一启动投资者路演据一位知情人士透露（因未获授权公开发言，要求匿名），SpaceX已委托美银、花旗、高盛、摩根大通及摩根士丹利五家银行安排投资者电话会议，时间定于周一。上述五家银行正是此前为SpaceX提供临时过桥融资的机构。此次发行的票据为高级无担保债务，与SpaceX现有及未来所有非次级债务、负债及其他义务在还款顺序上享有同等地位。偿还过桥贷款，化解长期债务压力此次募资的核心用途在于置换SpaceX现有的临时过桥贷款。据彭博报道，该过桥贷款规模约200亿美元，构成SpaceX共计291亿美元长期债务的主体部分。通过将短期过桥融资转换为期限更长的投资级债券，SpaceX得以优化其债务结构，降低再融资风险，并锁定相对稳定的长期资金成本。三大评级机构均授予投资级，评级略有差异上周，穆迪、惠誉及标普三大评级机构相继对SpaceX给出投资级评级，均落于BBB级区间，但具体评级存在细微差异。穆迪给予Baa1评级，惠誉给予BBB+评级，两者均高于垃圾级三个档次；标普则给予BBB评级，较前两家低一个子级。三大机构的评级结果为SpaceX进入投资级债券市场提供了关键背书，有助于吸引更广泛的机构投资者群体，并压低融资成本。IPO之后，AI雄心驱动大规模举债此次债券发行是SpaceX完成750亿美元IPO后资本运作的重要组成部分。彭博此前报道，此次发行预计仅是SpaceX大规模举债计划的开端，后续融资将为公司的人工智能业务扩张提供弹药。作为一家横跨火箭发射、卫星互联网与人工智能的综合性企业，SpaceX正寻求通过资本市场为其雄心勃勃的技术投资计划提供持续资金支持。","news_type":1,"symbols_score_info":{"SNK":0.6,"SPAX":0.6,"SPCH":0.6,"LOFF":0.6,"SPAL":0.6,"SPCQ":0.6,"SPCG":0.6,"SPCM":0.6,"SPCX":1,"SPCU":0.6,"SPCF":0.6,"SSPC":0.6}},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":577927165088272,"gmtCreate":1782118975518,"gmtModify":1782119596541,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"title":"","htmlText":"‌良率才 20 ，生产出来不得亏麻了‌","listText":"‌良率才 20 ，生产出来不得亏麻了‌","text":"‌良率才 20 ，生产出来不得亏麻了‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/577927165088272","isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":577852520765960,"gmtCreate":1782100830879,"gmtModify":1782102356957,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"title":"","htmlText":"都TMD利好那么多，NOK 股价一直跌","listText":"都TMD利好那么多，NOK 股价一直跌","text":"都TMD利好那么多，NOK 股价一直跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/577852520765960","repostId":"2644008290","repostType":2,"repost":{"id":"2644008290","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1781795271,"share":"https://www.laohu8.com/m/news/2644008290?lang=zh_CN&edition=full","pubTime":"2026-06-18 23:07","market":"nz","language":"zh","title":"诺基亚携手韩国防务企业推出车载5G通信装备 搭建空地一体化战场网络","url":"https://stock-news.laohu8.com/highlight/detail?id=2644008290","media":"金吾财讯","summary":"金吾财讯 | 诺基亚 周四披露防务业务合作，与韩国国防工业企业 KNDS 达成战略合作，联合研发面向单兵与野外无人作战平台的战场通信解决方案，相关产品于 2026 欧洲国际防务展正式对外发布。双方将诺基亚防务 Banshee 可部署 5G 通信系统集成搭载至 KNDS 旗下 VBCI 装甲步兵战车。诺基亚表示，本次合作验证民用移动通信技术向国防领域落地的可行性；KNDS 称网络互联技术已成为陆地作战、未来全域战场体系的核心支撑。","content":"<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/NOK\">诺基亚</a>(NOK)周四披露防务业务合作，与韩国国防工业企业 KNDS 达成战略合作，联合研发面向单兵与野外无人作战平台的战场通信解决方案，相关产品于 2026 欧洲国际防务展正式对外发布。双方将诺基亚防务 Banshee 可部署 5G 通信系统集成搭载至 KNDS 旗下 VBCI 装甲步兵战车。该合作方案针对性解决野外作战通信短板，士兵、无人设备离开装甲车辆后，可依托战车延伸的安全 5G 网络完成实时数据传输，实现有人作战单元与机器人装备协同联动。整套通信系统适配恶劣战地环境，具备大带宽、低时延、高稳定传输特性，可快速部署至无公网、信号薄弱区域，保障部队实时掌握战场态势、同步协同作战指令。</p><p>诺基亚表示，本次合作验证民用移动通信技术向国防领域落地的可行性；KNDS 称网络互联技术已成为陆地作战、未来全域战场体系的核心支撑。双方未对外公开合作涉及的资金规模，本次合作亮相的欧洲防务展为全球规模领先的国防工业专业展会。军工行业研报指出，5G、专网通信是各国军队现代化升级重点方向，通信设备厂商持续加码军工赛道，打开第二增长曲线。</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>诺基亚携手韩国防务企业推出车载5G通信装备 搭建空地一体化战场网络</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诺基亚携手韩国防务企业推出车载5G通信装备 搭建空地一体化战场网络\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-06-18 23:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/NOK\">诺基亚</a>(NOK)周四披露防务业务合作，与韩国国防工业企业 KNDS 达成战略合作，联合研发面向单兵与野外无人作战平台的战场通信解决方案，相关产品于 2026 欧洲国际防务展正式对外发布。双方将诺基亚防务 Banshee 可部署 5G 通信系统集成搭载至 KNDS 旗下 VBCI 装甲步兵战车。该合作方案针对性解决野外作战通信短板，士兵、无人设备离开装甲车辆后，可依托战车延伸的安全 5G 网络完成实时数据传输，实现有人作战单元与机器人装备协同联动。整套通信系统适配恶劣战地环境，具备大带宽、低时延、高稳定传输特性，可快速部署至无公网、信号薄弱区域，保障部队实时掌握战场态势、同步协同作战指令。</p><p>诺基亚表示，本次合作验证民用移动通信技术向国防领域落地的可行性；KNDS 称网络互联技术已成为陆地作战、未来全域战场体系的核心支撑。双方未对外公开合作涉及的资金规模，本次合作亮相的欧洲防务展为全球规模领先的国防工业专业展会。军工行业研报指出，5G、专网通信是各国军队现代化升级重点方向，通信设备厂商持续加码军工赛道，打开第二增长曲线。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20210625/OTU2NGE4NGJmZTIzZDc2N2YxYmJkM2MyMjUzODQzOTQ1NzY=.jpg","relate_stocks":{"LU0006061336.USD":"Blackrock US Small and MidCap Opportunities A2 USD","BK4020":"通信设备","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LNOK":"Defiance Daily Target 2X Long NOK ETF","BK4547":"WSB热门概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","NOK":"诺基亚"},"source_url":"301703","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2644008290","content_text":"金吾财讯 | 诺基亚(NOK)周四披露防务业务合作，与韩国国防工业企业 KNDS 达成战略合作，联合研发面向单兵与野外无人作战平台的战场通信解决方案，相关产品于 2026 欧洲国际防务展正式对外发布。双方将诺基亚防务 Banshee 可部署 5G 通信系统集成搭载至 KNDS 旗下 VBCI 装甲步兵战车。该合作方案针对性解决野外作战通信短板，士兵、无人设备离开装甲车辆后，可依托战车延伸的安全 5G 网络完成实时数据传输，实现有人作战单元与机器人装备协同联动。整套通信系统适配恶劣战地环境，具备大带宽、低时延、高稳定传输特性，可快速部署至无公网、信号薄弱区域，保障部队实时掌握战场态势、同步协同作战指令。诺基亚表示，本次合作验证民用移动通信技术向国防领域落地的可行性；KNDS 称网络互联技术已成为陆地作战、未来全域战场体系的核心支撑。双方未对外公开合作涉及的资金规模，本次合作亮相的欧洲防务展为全球规模领先的国防工业专业展会。军工行业研报指出，5G、专网通信是各国军队现代化升级重点方向，通信设备厂商持续加码军工赛道，打开第二增长曲线。","news_type":1,"symbols_score_info":{"LNOK":0.6,"NOK":1.5}},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576588922947784,"gmtCreate":1781792331774,"gmtModify":1781792908589,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$ &nbsp;</a>垃圾玩意，为什么其他光模块起飞了，而你？‌‌","listText":"‌<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$ &nbsp;</a>垃圾玩意，为什么其他光模块起飞了，而你？‌‌","text":"‌$诺基亚(NOK)$ 垃圾玩意，为什么其他光模块起飞了，而你？‌‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576588922947784","isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576248872198544,"gmtCreate":1781709333149,"gmtModify":1781709945902,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$&nbsp;</a><v-v data-views=\"0\"></v-v> 垃圾股","listText":"<a href=\"https://laohu8.com/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$&nbsp;</a><v-v data-views=\"0\"></v-v> 垃圾股","text":"$AST SpaceMobile, Inc.(ASTS)$ 垃圾股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576248872198544","isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":574676957307200,"gmtCreate":1781315975841,"gmtModify":1781316313549,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 太操蛋了，","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 太操蛋了，","text":"$英特尔(INTC)$ 太操蛋了，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574676957307200","isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":574047315678448,"gmtCreate":1781162151071,"gmtModify":1781162913116,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 实话实说低吸时刻，读未来3年和openai 上市","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 实话实说低吸时刻，读未来3年和openai 上市","text":"$甲骨文(ORCL)$ 实话实说低吸时刻，读未来3年和openai 上市","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574047315678448","isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573414258102360,"gmtCreate":1781023353272,"gmtModify":1781023419264,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$&nbsp;</a>到底是谁在卖啊","listText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$&nbsp;</a>到底是谁在卖啊","text":"$诺基亚(NOK)$ 到底是谁在卖啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573414258102360","isVote":1,"tweetType":1,"viewCount":647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572997581978136,"gmtCreate":1780927226329,"gmtModify":1780928003612,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"title":"","htmlText":"真搞笑","listText":"真搞笑","text":"真搞笑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572997581978136","repostId":"2641487696","repostType":2,"repost":{"id":"2641487696","kind":"news","pubTimestamp":1780926908,"share":"https://www.laohu8.com/m/news/2641487696?lang=zh_CN&edition=full","pubTime":"2026-06-08 21:55","market":"sh","language":"zh","title":"“英伟达挑战者”Cerebras上市三周股价几近腰斩后，华尔街集体高喊“买入“","url":"https://stock-news.laohu8.com/highlight/detail?id=2641487696","media":"智通财经","summary":"智通财经APP获悉，6月8日，Cerebras Systems的股价在盘初交易中上涨3.02%至约207美元，这已是该股连续第二个交易日温和反弹。Cerebras之所以能让华尔街投行同时给出\"买入\"评级，其根本逻辑并不在于财报有多亮眼，而是它占据了AI芯片市场中一道独特的\"窄门\"。核心差异在于Cerebras的产品形态。巴克莱银行指出，Cerebras 定位于快速推理市场，该行认为，到本十年末，该市场的潜在规模可能达到 3000 亿美元。","content":"<html><head></head><body><p style=\"text-align: left;\">6月8日，“英伟达挑战者”<a href=\"https://laohu8.com/S/CBRS\">Cerebras Systems</a>涨超10%。此前，这颗约一个月前刚刚登陆纳斯达克的&#34;AI芯片新星&#34;，股价较上市首日350美元的盘中高点已蒸发近42%，市值从一度突破千亿美元跌至今日的约441亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80628769534ea8b41cb73d901810da31\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: left;\">然而，与二级市场形成鲜明对比的，是华尔街研究报告的&#34;集体翻多&#34;。周一这一天，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、瑞银、Wedbush、Rosenblatt、瑞穗、巴克莱、Needham等多家华尔街机构&#34;扎堆&#34;发布对Cerebras的首次覆盖报告，且几乎清一色地给出了&#34;买入&#34;、&#34;增持&#34;或&#34;跑赢大盘&#34;的评级，目标价集中在250美元至300美元区间。</p><h2 id=\"id_2040127444\">华尔街为何集体看多?</h2><p style=\"text-align: left;\">Cerebras之所以能让华尔街投行同时给出&#34;买入&#34;评级，其根本逻辑并不在于财报有多亮眼，而是它占据了AI芯片市场中一道独特的&#34;窄门&#34;。</p><p style=\"text-align: left;\">核心差异在于Cerebras的产品形态。当前AI算力市场由<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>GPU所主导，而Cerebras另辟蹊径，制造出了全球唯一实现商业化部署的晶圆级处理器——晶圆级引擎。据技术数据显示，最新的WSE-3集成了4万亿个晶体管、90万个AI优化核心，每个核心配备48KB本地SRAM，整颗芯片的片上SRAM达到44GB，提供21PB/秒的片上内存带宽，这是一般HBM方案的数千倍。由于这一架构从根本上消除了&#34;内存墙&#34;的瓶颈，Cerebras声称其系统在处理多数工作负载时的速度比当前领先的GPU解决方案快15倍，尤其适用于对延迟极度敏感的AI推理场景。</p><p style=\"text-align: left;\">摩根士丹利指出，随着AI工作负载的推理能力日益增强，对快速、低延迟推理的需求正在快速增长；凭借大量已签订的订单积压，以及高达750MW的承诺容量协议，Cerebras已为把握这一机遇做好了充分准备。</p><p style=\"text-align: left;\">Timothy Arcuri分析师指出，Cerebras是唯一一家以预付款方式向OpenAI供货的供应商，同时还与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>AWS在推理领域开展合作。瑞银基于保守的推测，给出了300美元的目标价。</p><p style=\"text-align: left;\">Wedbush则将焦点放在了市场周期的切换上——Cerebras进入公开市场的时机，正好与AI计算周期从训练阶段向推理阶段转型的关键时刻重合。该机构表示，在推理场景中，速度而非原始浮点运算能力，直接决定了输出的商业价值。Cerebras的WSE-3是迄今为止市面上最大的芯片，专为快速生成Token而设计，差异化优势使其具有不对称的上行潜力。</p><p style=\"text-align: left;\">在周一发布看多报告前，美银美林率先预计Cerebras未来一年将以370%的爆炸性业绩增速领跑所有大型AI芯片企业，这一预测甚至超过了英伟达同期195%的收入增速。</p><h2 id=\"id_1213112672\">摩根士丹利(增持评级，目标价 250 美元)</h2><p style=\"text-align: left;\">摩根士丹利分析师Joseph Moore在致客户的报告中写道：“我们认为Cerebras是最具差异化的AI基础设施公司之一，其核心是业内唯一一款商用部署的晶圆级处理器。随着AI工作负载的推理能力日益增强，对快速、低延迟推理的需求也在迅速增长。凭借庞大的已签订订单和750兆瓦的承诺容量协议，我们相信Cerebras已做好充分准备，把握这一机遇。这是一个投资AI处理器公司的绝佳机会，该公司拥有相对于英伟达的先发优势，并且随着该领域的不断发展，其投资潜力巨大。”</p><h2 id=\"id_3206071908\">瑞银(买入评级，目标价 300 美元)</h2><p>瑞银分析师Timothy Arcuri在致客户的报告中写道：“Cerebras晶圆级引擎(WSE)是全球最大的计算芯片，在面向高端推理市场的部分快速推理应用领域，其性能优于GPU。重要的是，该公司展现出强劲的商业势头，目前是唯一一家以预付款方式向OpenAI供货的供应商，与亚马逊在推理领域的合作也在不断深化，并且还有许多其他潜在的合作机会。我们的目标价基于我们认为较为保守的OpenAI部署假设，并考虑到亚马逊未来几年可能增加的选择权。由于我们认为该公司最终会发展成为一家更全面的硬件供应商，因此我们300美元的目标价是基于10倍企业价值/销售额(EV/Sales)计算得出，该倍数基于2029年110亿美元的销售额，并参考了英伟达、<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/AVGO\">博通</a>、<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>等主要硬件竞争对手的业绩。”</p><h2 id=\"id_2310806793\">Needham(买入评级，目标价 300 美元)</h2><p style=\"text-align: left;\">Needham 分析师 N. Quinn Bolton 在一份致客户的报告中写道：“Cerebras 是唯一一家晶圆级引擎 (WSE) 供应商，其 SRAM 容量和内存带宽比任何其他 AI 处理器高出几个数量级。WSE 专为需要低延迟的快速推理工作负载而设计，包括实时编码和即时研究代理。2026 年 1 月，该公司宣布与 OpenAI 达成一项价值超过 200 亿美元的计算协议，根据该协议，OpenAI 将在 2028 年前部署约 750 兆瓦的 Cerebras 计算能力，并可选择额外增加 1.25 吉瓦。3 月，Cerebras 宣布与 AWS 合作开展解耦推理。如果 OpenAI 行使额外 1.25 吉瓦容量的选择权，或者亚马逊接收任何数量可观的 Cerebras 系统，我们认为我们目前的模型将有巨大的上涨潜力。”</p><h2 id=\"id_3024005525\">Wedbush(跑赢大盘评级，目标价 270 美元)</h2><p style=\"text-align: left;\">Wedbush 分析师 Matt Bryson 在给客户的报告中写道：“Cerebras 是唯一一家将晶圆级 AI 芯片商业化的公司，并且它进入公开市场之际，计算周期正从训练转向推理;在这个市场阶段，速度而非原始浮点运算能力决定了输出价值。Cerebras 的第三代晶圆级引擎 (WSE-3) 是迄今为止售出的最大芯片，专为定义推理高价值端的一项任务而设计：快速生成代币。凭借差异化的架构、来自 OpenAI 和 AWS 的合同收入的飞跃式增长，以及一个刚刚开始为速度付费的市场，我们看到了一种不对称的、向上倾斜的格局。”</p><h2 id=\"id_3875736688\">巴克莱(增持评级，目标价280美元)</h2><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>指出，Cerebras 近期与 OpenAI 和亚马逊达成的协议是人工智能芯片市场的重要进展，在该市场中，客户正在竞相争夺有限的芯片供应以扩大业务规模。<a href=\"https://laohu8.com/S/BARC.UK\">巴克莱银行</a>指出，Cerebras 定位于快速推理市场，该行认为，到本十年末，该市场的潜在规模可能达到 3000 亿美元。巴克莱银行表示，随着智能体技术的普及，需要快速推理的工作负载将日益增多，这与 Cerebras 的优势不谋而合。</p><h2 id=\"id_2186687088\">瑞穗(跑赢大盘评级，目标价300美元)</h2><p>瑞穗指出，Cerebras是人工智能资本支出增长的直接受益者，预计到 2030 年，人工智能资本支出将以 36% 的复合年增长率增长至约 2.8 万亿美元。瑞穗认为，该公司在增长最快的细分市场“快速推理”领域处于领先地位。瑞穗预计，到2030年，该细分市场的复合年增长率将达到约291%，规模将达到约5500亿美元，而整个人工智能推理市场的整体复合年增长率约为53%。该公司拥有自主研发的软硬件堆栈，其核心是晶圆级引擎和大规模片上SRAM，从而构建了强大的竞争优势。</p><p style=\"text-align: left;\">此外，瑞穗表示，不断扩大的客户渠道支撑着公司营收在2025年至2029年间实现122%的复合年增长率;300美元的目标价相当于2028年预期市销率的15倍，处于英伟达和<a href=\"https://laohu8.com/S/600455\">博通</a>在各自人工智能业务加速发展前市销率8至24倍区间的中点。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“英伟达挑战者”Cerebras上市三周股价几近腰斩后，华尔街集体高喊“买入“</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“英伟达挑战者”Cerebras上市三周股价几近腰斩后，华尔街集体高喊“买入“\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-08 21:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1451665.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月8日，“英伟达挑战者”Cerebras Systems涨超10%。此前，这颗约一个月前刚刚登陆纳斯达克的\"AI芯片新星\"，股价较上市首日350美元的盘中高点已蒸发近42%，市值从一度突破千亿美元跌至今日的约441亿美元。然而，与二级市场形成鲜明对比的，是华尔街研究报告的\"集体翻多\"。周一这一天，摩根士丹利、瑞银、Wedbush、Rosenblatt、瑞穗、巴克莱、Needham等多家华尔街机构...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1451665.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/60f432b8b63d069bae0c225884b848c0","relate_stocks":{"LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","BK4543":"AI","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4549":"软银资本持仓","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU1400636657.SGD":"Allianz Europe Income and Growth Cl AMg DIS H2-SGD","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","BK4550":"红杉资本持仓","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4551":"寇图资本持仓","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1400636574.HKD":"ALLIANZ EUROPE INCOME AND GROWTH \"AMG\" (HKDHDG) INC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","BK4529":"IDC概念","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","SG9999001424.SGD":"United E-Commerce Fund SGD","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0323240290.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AD\" INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","BK4527":"明星科技股","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","BK4579":"人工智能","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0080751232.USD":"富达环球多元动力基金A","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1670756490.USD":"ALLIANZ EUROPE INCOME AND GROWTH \"AT\" (USDHDG) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","BK4534":"瑞士信贷持仓","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","SG9999002232.USD":"Allianz Global High Payout USD","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","SG9999002224.SGD":"Allianz Global High Payout SGD","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU1645745479.HKD":"ALLIANZ EUROPE INCOME AND GROWTH \"AM\" (HKDHDG) INC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU1400636491.USD":"Allianz Europe Income and Growth Cl AMg DIS H2-USD","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","HK0000304805.HKD":"PICTET 战略收益基金 P类港元","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","BK4567":"ESG概念","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","BK4503":"景林资产持仓","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU0238689110.USD":"贝莱德环球动力股票基金","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","HK0000819398.USD":"BLACKROCK PREMIER SYSTEMATIC GLOBAL EQUITY HIGH INCOME FUND A10 (USD)INC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU1202635105.USD":"ALLIANZ EUROPE INCOME AND GROWTH \"AM\" (USDHDG) INC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","HK0000532082.HKD":"ALLIANZ SELECTION INCOME AND GROWTH \"AM\" (HKD) INC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU0109392836.USD":"富兰克林科技股A","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","CBRS":"Cerebras Systems","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0143551892.USD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A\" (USD) ACC","LU2394011477.USD":"JPMORGAN CLIMATE CHANGE SOLUTIONS \"A\" (USD) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU2462591277.SGD":"TRP GLOBAL FOCUSED GROWTH EQUITY \"AN\" (SGDHDG) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU2954938101.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A8P\" (SGD) INC","LU2999663052.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A4P\" (SGD) INC","LU0444971666.USD":"天利全球科技基金","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","BK4592":"伊斯兰概念","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2047632596.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A\" (USD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2100268510.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"AX\" (USD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU3102509885.SGD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A8P\" (SGDHDG) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","BK4585":"ETF&股票定投概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1917777945.USD":"安联专题基金Cl AT Acc","BK4587":"ChatGPT概念","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","BK4588":"碎股","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU1923622291.USD":"Natixis Thematics Safety R/A USD","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0323239441.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AC\" ACC","BK4598":"佩洛西持仓","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0557290698.USD":"施罗德环球可持续增长基金","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU2637965513.SGD":"BGF GLOBAL ALLOCATION \"A10\" (SGDHDG) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4605":"半导体精选","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","BK4608":"AI应用概念股","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","BK4612":"AI芯片","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4614":"Manus概念股","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4141":"半导体产品","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0061474960.USD":"天利环球焦点基金AU Acc","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0097036916.USD":"贝莱德美国增长A2 USD","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1451665.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2641487696","content_text":"6月8日，“英伟达挑战者”Cerebras Systems涨超10%。此前，这颗约一个月前刚刚登陆纳斯达克的\"AI芯片新星\"，股价较上市首日350美元的盘中高点已蒸发近42%，市值从一度突破千亿美元跌至今日的约441亿美元。然而，与二级市场形成鲜明对比的，是华尔街研究报告的\"集体翻多\"。周一这一天，摩根士丹利、瑞银、Wedbush、Rosenblatt、瑞穗、巴克莱、Needham等多家华尔街机构\"扎堆\"发布对Cerebras的首次覆盖报告，且几乎清一色地给出了\"买入\"、\"增持\"或\"跑赢大盘\"的评级，目标价集中在250美元至300美元区间。华尔街为何集体看多?Cerebras之所以能让华尔街投行同时给出\"买入\"评级，其根本逻辑并不在于财报有多亮眼，而是它占据了AI芯片市场中一道独特的\"窄门\"。核心差异在于Cerebras的产品形态。当前AI算力市场由英伟达GPU所主导，而Cerebras另辟蹊径，制造出了全球唯一实现商业化部署的晶圆级处理器——晶圆级引擎。据技术数据显示，最新的WSE-3集成了4万亿个晶体管、90万个AI优化核心，每个核心配备48KB本地SRAM，整颗芯片的片上SRAM达到44GB，提供21PB/秒的片上内存带宽，这是一般HBM方案的数千倍。由于这一架构从根本上消除了\"内存墙\"的瓶颈，Cerebras声称其系统在处理多数工作负载时的速度比当前领先的GPU解决方案快15倍，尤其适用于对延迟极度敏感的AI推理场景。摩根士丹利指出，随着AI工作负载的推理能力日益增强，对快速、低延迟推理的需求正在快速增长；凭借大量已签订的订单积压，以及高达750MW的承诺容量协议，Cerebras已为把握这一机遇做好了充分准备。Timothy Arcuri分析师指出，Cerebras是唯一一家以预付款方式向OpenAI供货的供应商，同时还与亚马逊AWS在推理领域开展合作。瑞银基于保守的推测，给出了300美元的目标价。Wedbush则将焦点放在了市场周期的切换上——Cerebras进入公开市场的时机，正好与AI计算周期从训练阶段向推理阶段转型的关键时刻重合。该机构表示，在推理场景中，速度而非原始浮点运算能力，直接决定了输出的商业价值。Cerebras的WSE-3是迄今为止市面上最大的芯片，专为快速生成Token而设计，差异化优势使其具有不对称的上行潜力。在周一发布看多报告前，美银美林率先预计Cerebras未来一年将以370%的爆炸性业绩增速领跑所有大型AI芯片企业，这一预测甚至超过了英伟达同期195%的收入增速。摩根士丹利(增持评级，目标价 250 美元)摩根士丹利分析师Joseph Moore在致客户的报告中写道：“我们认为Cerebras是最具差异化的AI基础设施公司之一，其核心是业内唯一一款商用部署的晶圆级处理器。随着AI工作负载的推理能力日益增强，对快速、低延迟推理的需求也在迅速增长。凭借庞大的已签订订单和750兆瓦的承诺容量协议，我们相信Cerebras已做好充分准备，把握这一机遇。这是一个投资AI处理器公司的绝佳机会，该公司拥有相对于英伟达的先发优势，并且随着该领域的不断发展，其投资潜力巨大。”瑞银(买入评级，目标价 300 美元)瑞银分析师Timothy Arcuri在致客户的报告中写道：“Cerebras晶圆级引擎(WSE)是全球最大的计算芯片，在面向高端推理市场的部分快速推理应用领域，其性能优于GPU。重要的是，该公司展现出强劲的商业势头，目前是唯一一家以预付款方式向OpenAI供货的供应商，与亚马逊在推理领域的合作也在不断深化，并且还有许多其他潜在的合作机会。我们的目标价基于我们认为较为保守的OpenAI部署假设，并考虑到亚马逊未来几年可能增加的选择权。由于我们认为该公司最终会发展成为一家更全面的硬件供应商，因此我们300美元的目标价是基于10倍企业价值/销售额(EV/Sales)计算得出，该倍数基于2029年110亿美元的销售额，并参考了英伟达、AMD、博通、迈威尔科技等主要硬件竞争对手的业绩。”Needham(买入评级，目标价 300 美元)Needham 分析师 N. Quinn Bolton 在一份致客户的报告中写道：“Cerebras 是唯一一家晶圆级引擎 (WSE) 供应商，其 SRAM 容量和内存带宽比任何其他 AI 处理器高出几个数量级。WSE 专为需要低延迟的快速推理工作负载而设计，包括实时编码和即时研究代理。2026 年 1 月，该公司宣布与 OpenAI 达成一项价值超过 200 亿美元的计算协议，根据该协议，OpenAI 将在 2028 年前部署约 750 兆瓦的 Cerebras 计算能力，并可选择额外增加 1.25 吉瓦。3 月，Cerebras 宣布与 AWS 合作开展解耦推理。如果 OpenAI 行使额外 1.25 吉瓦容量的选择权，或者亚马逊接收任何数量可观的 Cerebras 系统，我们认为我们目前的模型将有巨大的上涨潜力。”Wedbush(跑赢大盘评级，目标价 270 美元)Wedbush 分析师 Matt Bryson 在给客户的报告中写道：“Cerebras 是唯一一家将晶圆级 AI 芯片商业化的公司，并且它进入公开市场之际，计算周期正从训练转向推理;在这个市场阶段，速度而非原始浮点运算能力决定了输出价值。Cerebras 的第三代晶圆级引擎 (WSE-3) 是迄今为止售出的最大芯片，专为定义推理高价值端的一项任务而设计：快速生成代币。凭借差异化的架构、来自 OpenAI 和 AWS 的合同收入的飞跃式增长，以及一个刚刚开始为速度付费的市场，我们看到了一种不对称的、向上倾斜的格局。”巴克莱(增持评级，目标价280美元)巴克莱银行指出，Cerebras 近期与 OpenAI 和亚马逊达成的协议是人工智能芯片市场的重要进展，在该市场中，客户正在竞相争夺有限的芯片供应以扩大业务规模。巴克莱银行指出，Cerebras 定位于快速推理市场，该行认为，到本十年末，该市场的潜在规模可能达到 3000 亿美元。巴克莱银行表示，随着智能体技术的普及，需要快速推理的工作负载将日益增多，这与 Cerebras 的优势不谋而合。瑞穗(跑赢大盘评级，目标价300美元)瑞穗指出，Cerebras是人工智能资本支出增长的直接受益者，预计到 2030 年，人工智能资本支出将以 36% 的复合年增长率增长至约 2.8 万亿美元。瑞穗认为，该公司在增长最快的细分市场“快速推理”领域处于领先地位。瑞穗预计，到2030年，该细分市场的复合年增长率将达到约291%，规模将达到约5500亿美元，而整个人工智能推理市场的整体复合年增长率约为53%。该公司拥有自主研发的软硬件堆栈，其核心是晶圆级引擎和大规模片上SRAM，从而构建了强大的竞争优势。此外，瑞穗表示，不断扩大的客户渠道支撑着公司营收在2025年至2029年间实现122%的复合年增长率;300美元的目标价相当于2028年预期市销率的15倍，处于英伟达和博通在各自人工智能业务加速发展前市销率8至24倍区间的中点。","news_type":1,"symbols_score_info":{"CBRS":2}},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571807124912656,"gmtCreate":1780625611779,"gmtModify":1780626268666,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ &nbsp;</a> 跌，赶紧跌啊‌","listText":"‌<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ &nbsp;</a> 跌，赶紧跌啊‌","text":"‌$甲骨文(ORCL)$ 跌，赶紧跌啊‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571807124912656","isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571638594140232,"gmtCreate":1780584392810,"gmtModify":1780585433778,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$ &nbsp;</a>‌‌ ‌ V啊","listText":"‌<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$ &nbsp;</a>‌‌ ‌ V啊","text":"‌$诺基亚(NOK)$ ‌‌ ‌ V啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571638594140232","isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571624301908320,"gmtCreate":1780580981168,"gmtModify":1780582436099,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ &nbsp;</a> 真尼玛神奇，草，财报超预期跌，没超预期也跌，有人控盘把？接来叠完就是一年蜗牛涨","listText":"‌<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ &nbsp;</a> 真尼玛神奇，草，财报超预期跌，没超预期也跌，有人控盘把？接来叠完就是一年蜗牛涨","text":"‌$博通(AVGO)$ 真尼玛神奇，草，财报超预期跌，没超预期也跌，有人控盘把？接来叠完就是一年蜗牛涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571624301908320","isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571586948694208,"gmtCreate":1780571873718,"gmtModify":1780573848390,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$ &nbsp;</a> 17压力真的好大，本周五又要杀期权","listText":"‌<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$ &nbsp;</a> 17压力真的好大，本周五又要杀期权","text":"‌$诺基亚(NOK)$ 17压力真的好大，本周五又要杀期权","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571586948694208","isVote":1,"tweetType":1,"viewCount":684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571586161119808,"gmtCreate":1780571853012,"gmtModify":1780573848441,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"title":"","htmlText":"‌17 压力位真的好大啊，‌","listText":"‌17 压力位真的好大啊，‌","text":"‌17 压力位真的好大啊，‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571586161119808","isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571580043651264,"gmtCreate":1780570113917,"gmtModify":1780573830751,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 它到底在跌什么","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 它到底在跌什么","text":"$英特尔(INTC)$ 它到底在跌什么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/571580043651264","isVote":1,"tweetType":1,"viewCount":4201,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3448365245482888","authorId":"3448365245482888","name":"robot","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3448365245482888","authorIdStr":"3448365245482888"},"content":"洗散户，洗拿不住的，你想想你现在用的电脑是什么U就行了，何况他的生产线和专利技术研发能力","text":"洗散户，洗拿不住的，你想想你现在用的电脑是什么U就行了，何况他的生产线和专利技术研发能力","html":"洗散户，洗拿不住的，你想想你现在用的电脑是什么U就行了，何况他的生产线和专利技术研发能力"},{"author":{"id":"3448365245482888","authorId":"3448365245482888","name":"robot","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3448365245482888","authorIdStr":"3448365245482888"},"content":"是不是散户被洗了…618还有利好消息","text":"是不是散户被洗了…618还有利好消息","html":"是不是散户被洗了…618还有利好消息"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":442115711598776,"gmtCreate":1748960807417,"gmtModify":1748961579005,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4207886966494232","idStr":"4207886966494232"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/OKLO\">$Oklo Inc.(OKLO)$&nbsp;</a><v-v data-views=\"0\"></v-v> ppt公司","listText":"<a href=\"https://laohu8.com/S/OKLO\">$Oklo Inc.(OKLO)$&nbsp;</a><v-v data-views=\"0\"></v-v> ppt公司","text":"$Oklo Inc.(OKLO)$ ppt公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/442115711598776","isVote":1,"tweetType":1,"viewCount":1492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543688346875136,"gmtCreate":1773761913663,"gmtModify":1773761915592,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4207886966494232","idStr":"4207886966494232"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$&nbsp;</a> 不至于，英伟达带飞着","listText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$&nbsp;</a> 不至于，英伟达带飞着","text":"$诺基亚(NOK)$ 不至于，英伟达带飞着","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543688346875136","isVote":1,"tweetType":1,"viewCount":1490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571580043651264,"gmtCreate":1780570113917,"gmtModify":1780573830751,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4207886966494232","idStr":"4207886966494232"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 它到底在跌什么","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 它到底在跌什么","text":"$英特尔(INTC)$ 它到底在跌什么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/571580043651264","isVote":1,"tweetType":1,"viewCount":4201,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3448365245482888","authorId":"3448365245482888","name":"robot","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3448365245482888","idStr":"3448365245482888"},"content":"洗散户，洗拿不住的，你想想你现在用的电脑是什么U就行了，何况他的生产线和专利技术研发能力","text":"洗散户，洗拿不住的，你想想你现在用的电脑是什么U就行了，何况他的生产线和专利技术研发能力","html":"洗散户，洗拿不住的，你想想你现在用的电脑是什么U就行了，何况他的生产线和专利技术研发能力"},{"author":{"id":"3448365245482888","authorId":"3448365245482888","name":"robot","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3448365245482888","idStr":"3448365245482888"},"content":"是不是散户被洗了…618还有利好消息","text":"是不是散户被洗了…618还有利好消息","html":"是不是散户被洗了…618还有利好消息"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573414258102360,"gmtCreate":1781023353272,"gmtModify":1781023419264,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4207886966494232","idStr":"4207886966494232"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$&nbsp;</a>到底是谁在卖啊","listText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$&nbsp;</a>到底是谁在卖啊","text":"$诺基亚(NOK)$ 到底是谁在卖啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573414258102360","isVote":1,"tweetType":1,"viewCount":647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561704866448568,"gmtCreate":1778166679923,"gmtModify":1778167540873,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4207886966494232","idStr":"4207886966494232"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 亏麻了","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 亏麻了","text":"$闪迪(SNDK)$ 亏麻了","images":[{"img":"https://static.tigerbbs.com/c72b652954e6ff4de2c54a1ddd94b174","width":"924","height":"1536"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/561704866448568","isVote":1,"tweetType":1,"viewCount":1742,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561899791972822","authorId":"3561899791972822","name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3561899791972822","idStr":"3561899791972822"},"content":"怕啥，跌一半不是不可能","text":"怕啥，跌一半不是不可能","html":"怕啥，跌一半不是不可能"},{"author":{"id":"3481289999103242","authorId":"3481289999103242","name":"Sui hg","avatar":"https://static.tigerbbs.com/558222a2f0c6dae1702da9191c76d534","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3481289999103242","idStr":"3481289999103242"},"content":"怕个屁，我还直接干2倍","text":"怕个屁，我还直接干2倍","html":"怕个屁，我还直接干2倍"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":578395337945792,"gmtCreate":1782218935344,"gmtModify":1782219046866,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4207886966494232","idStr":"4207886966494232"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 被套在3300了，草","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 被套在3300了，草","text":"$闪迪(SNDK)$ 被套在3300了，草","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/578395337945792","isVote":1,"tweetType":1,"viewCount":2522,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3459776863487011","authorId":"3459776863487011","name":"展望未来的自己吧","avatar":"https://static.tigerbbs.com/9f37f8d0fd0718aa3d3f6995114bf24e","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3459776863487011","idStr":"3459776863487011"},"content":"你说错了吧 应该是2300","text":"你说错了吧 应该是2300","html":"你说错了吧 应该是2300"},{"author":{"id":"3444337419887473","authorId":"3444337419887473","name":"丑小妖","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3444337419887473","idStr":"3444337419887473"},"content":"股价最高 2300，你怎么套在 3300","text":"股价最高 2300，你怎么套在 3300","html":"股价最高 2300，你怎么套在 3300"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560962237043728,"gmtCreate":1777985372391,"gmtModify":1777985374564,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4207886966494232","idStr":"4207886966494232"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 要不你直接涨到3000吧","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 要不你直接涨到3000吧","text":"$闪迪(SNDK)$ 要不你直接涨到3000吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/560962237043728","isVote":1,"tweetType":1,"viewCount":1594,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579484984122847","authorId":"3579484984122847","name":"clairedan","avatar":"https://static.tigerbbs.com/5b7fd7f3a23d0ecd3113a9b03f649de6","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3579484984122847","idStr":"3579484984122847"},"content":"我看行[开心] [开心]","text":"我看行[开心] [开心]","html":"我看行[开心] [开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502236841140584,"gmtCreate":1763634955815,"gmtModify":1763634957684,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4207886966494232","idStr":"4207886966494232"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$&nbsp;</a> 为什么变成54了？","listText":"<a href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$&nbsp;</a> 为什么变成54了？","text":"$纳指三倍做多ETF(TQQQ)$ 为什么变成54了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/502236841140584","isVote":1,"tweetType":1,"viewCount":5358,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3445831548099450","authorId":"3445831548099450","name":"那个我","avatar":"https://static.tigerbbs.com/571cecff25a322e56f7a962e96512978","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3445831548099450","idStr":"3445831548099450"},"content":"哈哈哈🤣再不看一眼就变成45啦[财迷]","text":"哈哈哈🤣再不看一眼就变成45啦[财迷]","html":"哈哈哈🤣再不看一眼就变成45啦[财迷]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576588922947784,"gmtCreate":1781792331774,"gmtModify":1781792908589,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4207886966494232","idStr":"4207886966494232"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$ &nbsp;</a>垃圾玩意，为什么其他光模块起飞了，而你？‌‌","listText":"‌<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$ &nbsp;</a>垃圾玩意，为什么其他光模块起飞了，而你？‌‌","text":"‌$诺基亚(NOK)$ 垃圾玩意，为什么其他光模块起飞了，而你？‌‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576588922947784","isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560989533242496,"gmtCreate":1777992037033,"gmtModify":1777992038871,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4207886966494232","idStr":"4207886966494232"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 真的毫无理由啊，","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 真的毫无理由啊，","text":"$闪迪(SNDK)$ 真的毫无理由啊，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/560989533242496","isVote":1,"tweetType":1,"viewCount":3200,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3561649565466203","idStr":"3561649565466203"},"content":"其实很简单：7巨头已经不够用了，必须出现第八，第九，第十个大权重，才能带动US股继续走向娜娜40000，娜娜60000","text":"其实很简单：7巨头已经不够用了，必须出现第八，第九，第十个大权重，才能带动US股继续走向娜娜40000，娜娜60000","html":"其实很简单：7巨头已经不够用了，必须出现第八，第九，第十个大权重，才能带动US股继续走向娜娜40000，娜娜60000"},{"author":{"id":"3557459315149714","authorId":"3557459315149714","name":"兔司机不开车","avatar":"https://static.tigerbbs.com/fc3ff0e3fcc9ed29b70b06a572e6d97f","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3557459315149714","idStr":"3557459315149714"},"content":"英特尔或者mu，两个比较看的话直接英特尔","text":"英特尔或者mu，两个比较看的话直接英特尔","html":"英特尔或者mu，两个比较看的话直接英特尔"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}