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02-03 20:27

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绩后大涨！AI需求爆表，泰瑞达Q4强劲增收增利、Q1指引超预期

02-03 20:26

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Palantir四季度营收同比暴增70%，全年指引远超市场预期

01-20

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夜盘异动 | 美股AI应用概念股普跌，Rezolve AI跌超11%，AppLovin跌超5%

01-05

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盘前异动｜半导体板块普涨，美光科技、台积电涨超3%；原油板块集体走强，哈里伯顿涨超11%，雪佛龙涨超9%

01-04

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CES 2026前瞻：英伟达或重塑物理AI，中美韩机器人齐“秀肌肉”

2025-12-23

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异动解读 | 光计算芯片突破提振半导体板块，三倍做多半导体ETF盘前大涨5.01%

2025-12-23

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异动解读 | NEBIUS盘中大涨5.05%，分析师预测其2026年或被科技巨头收购

2025-12-23

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集体大涨！特朗普，刚刚签了！

2025-12-17

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美国银行2026年押注这6只人工智能顶级芯片股

2025-12-14

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@小虎周报:【一周科技动态】英伟达被甲骨文，博通财报拖累，AI领导地位是否还在？

2025-12-11

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异动解读 | NAND闪存短缺加剧，闪迪盘中大涨5.06%

2025-12-11

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美银自动驾驶深度报告：无人网约车规模可达万亿，每英里成本2美元将是引爆点

2025-12-11

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异动解读 | SpaceX拟IPO消息提振太空板块，Rocket Lab盘中大涨5.07%

2025-12-11

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马斯克确认SpaceX即将上市

2025-12-08

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@小虎周报:【一周IPO观察】12月开局，打新分歧增大！京东工业、宝济药业等四家公司上市；HashKey过讯

2025-12-05

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异动解读 | 库珀医疗启动战略审查，盘后大涨11.64%

2025-12-05

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Rubrik第三季度营收同比增长48%，上调2026财年全年业绩预期

2025-12-05

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异动解读 | Oklo宣布15亿美元售股计划，夜盘大跌5.88%

2025-12-05

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异动解读 | SoFi Technologies宣布发行15亿美元股票，盘后大跌5.85%

2025-12-04

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Palantir、英伟达与中点能源合作开发新AI软件以加快数据中心建设

去老虎APP查看更多动态

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08:39","market":"sh","language":"zh","title":"绩后大涨！AI需求爆表，泰瑞达Q4强劲增收增利、Q1指引超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2608816029","media":"智通财经","summary":"智通财经APP获悉，半导体测试公司泰瑞达公布了2025财年第四季度业绩超出预期。泰瑞达2025 年全年营收为 31.9 亿美元，比 2024 年增长 13%，调整后每股收益为 3.96 美元，而上一年为 3.22 美元。四季度，泰瑞达的库存周转天数为74天，低于上一季度的104天，比五年平均水平低15天。展望未来，泰瑞达对2026年第一季度营收的预期中值为12亿美元，高于分析师此前预测的9.54亿美元。业绩公布后，截至发稿，泰瑞达股价周一盘后大涨23.6%。","content":"<html><head></head><body><p>智通财经APP获悉，半导体测试公司<a href=\"https://laohu8.com/S/TER\">泰瑞达</a>(TER.US)公布了2025财年第四季度业绩超出预期。<strong>Q4营收同比增长43.9%至10.8亿美元，高于分析师预期的9.756亿美元(超出预期11%)。其非GAAP每股收益为1.80美元，高于分析师的普遍预期1.38 美元。</strong></p><p>半导体测试是该公司最大的业务部门，本季度创造了 8.83 亿美元的收入，而产品测试和机器人业务分别贡献了 1.1 亿美元和 8900 万美元的收入。</p><p>调整后营业利润为3.14亿美元，高于分析师预期的2.498亿美元(调整后利润率29%)。营业利润率为27.1%，高于去年同期的20.4%。自由现金流利润率为20.2%，低于去年同期的29.9%。</p><p>泰瑞达2025 年全年营收为 31.9 亿美元，比 2024 年增长 13%，调整后每股收益为 3.96 美元，而上一年为 3.22 美元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/deca2f3956b0990ab307bf0590d3be6a\" tg-width=\"740\" tg-height=\"422\"/></p><p><strong>四季度，泰瑞达的库存周转天数(DIO)为74天，低于上一季度的104天，比五年平均水平低15天。</strong>目前来看，这些数据显示库存健康的迹象。DIO是芯片制造商的一项重要指标，因为它反映了企业的资本密集度以及半导体供需的周期性波动。在供应紧张的环境下，库存往往保持稳定，使芯片制造商能够行使定价权。反之，DIO 的持续上升可能预示着需求疲软，如果库存继续增加，公司可能不得不缩减产量。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d03ff656d935460fb036e54d67fa39ee\" tg-width=\"730\" tg-height=\"435\"/></p><p><strong>展望未来，泰瑞达对2026年第一季度营收的预期中值为12亿美元，高于分析师此前预测的9.54亿美元。预计2026 年第一季度调整后每股收益预期中值为 2.07 美元，高于分析师预期的 1.25 美元。</strong></p><p>泰瑞达是一家总部位于美国的半导体及其他技术和器件自动化测试设备供应商，其客户包括大多数主要芯片制造商。泰瑞达过去两年的年化营收增长率为 9.2%，高于其五年平均水平，表明其需求近期有所加速增长。分析师和市场文章强调，人工智能芯片测试需求的激增是半导体测试量和收入增长的催化剂，这增强了投资者对人工智能利好因素持续存在的信心。</p><p>展望未来，卖方分析师预计未来12个月营收将增长21.8%，较过去两年有所提升。这一预测令人瞩目，表明其新产品和服务将推动营收增长。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e9ce069c4d2c4291d85880b8655a3cd2\" tg-width=\"827\" tg-height=\"474\"/></p><p>泰瑞达首席执行官Greg Smith表示：“我们第四季度的业绩超出预期范围的高端，这主要得益于半导体测试业务中人工智能相关的计算、网络和内存需求。我们所有业务部门——半导体测试、产品测试和机器人——都实现了环比增长，公司层面预计到2025年将增长13%。”</p><p>Smith补充道：“我们预计到 2026 年，我们所有业务都将实现同比增长，其中人工智能驱动的计算业务将保持强劲增长势头。”这表明，推动第四季度业绩的人工智能相关需求激增可能会持续下去。</p><p>业绩公布后，截至发稿，泰瑞达股价周一盘后大涨19%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9d3807b64d9bd6c9527ad9449687f8e8\" tg-width=\"1170\" tg-height=\"1382\"/></p><p></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>绩后大涨！AI需求爆表，泰瑞达Q4强劲增收增利、Q1指引超预期</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n绩后大涨！AI需求爆表，泰瑞达Q4强劲增收增利、Q1指引超预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-03 08:39 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1400800.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，半导体测试公司泰瑞达(TER.US)公布了2025财年第四季度业绩超出预期。Q4营收同比增长43.9%至10.8亿美元，高于分析师预期的9.756亿美元(超出预期11%)。其非GAAP每股收益为1.80美元，高于分析师的普遍预期1.38 美元。半导体测试是该公司最大的业务部门，本季度创造了 8.83 亿美元的收入，而产品测试和机器人业务分别贡献了 1.1 亿美元和 8900 ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1400800.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/42ecd1867e8cc01f8311ffd1f113c929","relate_stocks":{"LU0444971666.USD":"天利全球科技基金","BK4548":"巴美列捷福持仓","IE00BN0W2T93.GBP":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (GBP) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4543":"AI","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00BN0W2W23.USD":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (USD) ACC","TER":"泰瑞达","BK4147":"半导体设备","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","BK4585":"ETF&股票定投概念","IE00BN0W2V16.EUR":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (EUR) ACC","BK4588":"碎股","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1400800.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2608816029","content_text":"智通财经APP获悉，半导体测试公司泰瑞达(TER.US)公布了2025财年第四季度业绩超出预期。Q4营收同比增长43.9%至10.8亿美元，高于分析师预期的9.756亿美元(超出预期11%)。其非GAAP每股收益为1.80美元，高于分析师的普遍预期1.38 美元。半导体测试是该公司最大的业务部门，本季度创造了 8.83 亿美元的收入，而产品测试和机器人业务分别贡献了 1.1 亿美元和 8900 万美元的收入。调整后营业利润为3.14亿美元，高于分析师预期的2.498亿美元(调整后利润率29%)。营业利润率为27.1%，高于去年同期的20.4%。自由现金流利润率为20.2%，低于去年同期的29.9%。泰瑞达2025 年全年营收为 31.9 亿美元，比 2024 年增长 13%，调整后每股收益为 3.96 美元，而上一年为 3.22 美元。四季度，泰瑞达的库存周转天数(DIO)为74天，低于上一季度的104天，比五年平均水平低15天。目前来看，这些数据显示库存健康的迹象。DIO是芯片制造商的一项重要指标，因为它反映了企业的资本密集度以及半导体供需的周期性波动。在供应紧张的环境下，库存往往保持稳定，使芯片制造商能够行使定价权。反之，DIO 的持续上升可能预示着需求疲软，如果库存继续增加，公司可能不得不缩减产量。展望未来，泰瑞达对2026年第一季度营收的预期中值为12亿美元，高于分析师此前预测的9.54亿美元。预计2026 年第一季度调整后每股收益预期中值为 2.07 美元，高于分析师预期的 1.25 美元。泰瑞达是一家总部位于美国的半导体及其他技术和器件自动化测试设备供应商，其客户包括大多数主要芯片制造商。泰瑞达过去两年的年化营收增长率为 9.2%，高于其五年平均水平，表明其需求近期有所加速增长。分析师和市场文章强调，人工智能芯片测试需求的激增是半导体测试量和收入增长的催化剂，这增强了投资者对人工智能利好因素持续存在的信心。展望未来，卖方分析师预计未来12个月营收将增长21.8%，较过去两年有所提升。这一预测令人瞩目，表明其新产品和服务将推动营收增长。泰瑞达首席执行官Greg Smith表示：“我们第四季度的业绩超出预期范围的高端，这主要得益于半导体测试业务中人工智能相关的计算、网络和内存需求。我们所有业务部门——半导体测试、产品测试和机器人——都实现了环比增长，公司层面预计到2025年将增长13%。”Smith补充道：“我们预计到 2026 年，我们所有业务都将实现同比增长，其中人工智能驱动的计算业务将保持强劲增长势头。”这表明，推动第四季度业绩的人工智能相关需求激增可能会持续下去。业绩公布后，截至发稿，泰瑞达股价周一盘后大涨19%。","news_type":1,"symbols_score_info":{"TER":1.5}},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528753810015640,"gmtCreate":1770121577220,"gmtModify":1770121579932,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528753810015640","repostId":"2608815433","repostType":4,"repost":{"id":"2608815433","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1770072223,"share":"https://www.laohu8.com/m/news/2608815433?lang=zh_CN&edition=full","pubTime":"2026-02-03 06:43","market":"us","language":"zh","title":"Palantir四季度营收同比暴增70%，全年指引远超市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2608815433","media":"华尔街见闻","summary":"政府和商业业务双双超预期。","content":"<html><head></head><body><p>数据分析公司<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>周一盘后公布了第四季度业绩显示，营收好于市场预期，同比大增70%，达到14.1亿美元。与此同时，公司给出的下一季度营收指引表现也超出预期，较分析师原本预期高出15.3%。</p><p>截至发稿，Palantir夜盘大涨超10%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a80a86e5188dab9948a9a1ddcd61856\" tg-width=\"540\" tg-height=\"189\"/></p><p>以下是Palantir财报要点：</p><p><strong>主要财务数据：</strong></p><blockquote><p><strong>营收：</strong>14.1亿美元，高于分析师预期的13.4亿美元（同比增长70%，超预期4.9%）</p><p><strong>政府采购：</strong>政府采购营收同比增长66%，达到5.7亿美元，也超过分析师对该板块5.22亿美元的预期。</p><p><strong>商业采购：</strong>同比暴增137%，达到5.07亿美元，高于市场预计的4.79亿美元；尚未履行的美国商业合同总价值同比增长145%，达到43.8亿美元。</p><p><strong>调整后每股收益（EPS）：</strong>0.25美元，高于分析师预期的0.23美元（超预期8.6%）</p><p><strong>调整后营业利润：</strong>7.985亿美元，高于分析师预期的7.011亿美元（营业利润率56.8%，超预期13.9%）</p><p><strong>客户数量：</strong>客户数量同比增长34%，环比增长5%。</p></blockquote><p><strong>业绩指引：</strong></p><blockquote><p><strong>第一季度营收：</strong>营收将在15.32亿美元至15.36亿美元之间，中值高于分析师预期的13.2亿美元</p><p><strong>2026全年营收：</strong>公司预计全年营收将在71.82亿美元至71.98亿美元之间，同样高于FactSet预期的62.2亿美元。</p></blockquote><p>财报公布后，该股在盘后交易中上涨约4%，此前收盘价为147.77美元。该股自去年11月的高点以来已下跌29%。截至收盘，2026年年初至今股价已下跌17%。</p><p></p><p><img src=\"https://static.tigerbbs.com/25c23110ada4051cef945176eda489ad\" alt=\"\"/></p><h2 id=\"id_644578974\">政府业务需求大增，但配合ICE执法引争议</h2><p>Palantir主要向客户提供软件，用于集中、管理和分析<a href=\"https://laohu8.com/S/603138\">海量数据</a>。借助整体人工智能热潮，公司盈利水平不断刷新高点。过去两年里，公司股价累计上涨近800%，市值增加了近3150亿美元。</p><p><strong>媒体称，Palantir的强劲业绩反映出美国政府和商业客户对其人工智能技术的强劲需求。与此同时，Palantir在协助特朗普政府推进驱逐移民议程中的角色，正面临越来越严格的审视。</strong></p><p>Palantir在美国的营收中，有绝大部分来自政府合同，政府用户包括美国移民与海关执法局（ICE）、美国国税局和美国国防部。<strong>Palantir表示，上个季度来自美国政府合同的营收为5.7亿美元，同比增长66%。来自美国商业客户的销售额为5.07亿美元，较一年前增长一倍以上。这两项数据均高于分析师预期。</strong></p><p>上个月，该公司与美国海军签署的一份价值4.48亿美元的合同，用于为核潜艇的维护和升级提供更优质的数据支持。</p><p>但过去一年中，现任和前员工以及民选官员对Palantir与ICE合作的批评，给公司股价的强势表现蒙上了一层阴影。ICE与Palantir签有合同，使用其技术开发应用程序，以定位和追踪被该机构列为遣返目标的移民。</p><p>自上个月明尼阿波利斯移民执法行动升级、并导致两名美国公民死亡以来，这些批评声浪达到高潮。Palantir在公开声明中一直为其与ICE的合作进行辩护。</p><p>根据媒体对政府合同公告的分析，自2025年1月以来，Palantir已从ICE获得8100万美元的合同。其中包括去年4月签署的一份3000万美元合同，用于建立一套系统，以简化“非法移民的筛选和抓捕行动”。</p><h2 id=\"id_4160938420\">遭质疑估值过高</h2><p>该公司首席执行官兼联合创始人Alexander Karp在致股东信中将公司营收加速增长形容为对公司支持者而言的“一种宇宙级的回报”。他表示，公司业绩“来自美国一批日益挑剔、真正理解人工智能价值的企业和机构的推动”。</p><p>他对媒体表示，</p><blockquote><p>“我所知道的，过去十年科技行业里无可争议的最好成绩”。</p><p>“如果你不把钱花在这上面，那你就不是在投资那些能跟上发展势头的东西。”</p></blockquote><p>虽然今年以来表现不佳，但该公司3500亿美元的市值，仍使其成为<a href=\"https://laohu8.com/S/161125\">标普500</a>指数中估值较高的股票之一。</p><p>根据媒体在去年11月基于经通胀调整后的FactSet市场数据（可追溯至1984年）所做的分析，目前标普500指数成分股中，没有任何一家公司的“估值相对于营收规模”曾达到Palantir这样的水平。</p><p>去年年底，因在2000年代末做空抵押贷款而声名大噪、因电影《大空头》而知名的对冲基金经理Michael Burry披露了对Palantir的看空押注。Burry当时还在社交平台X上发文，广泛警告人工智能存在泡沫风险。随后，随着投资者因估值担忧和对AI泡沫的担心而转向撤离AI股票，该股录得两年来表现最差的一个月。</p><p>当时，Karp在接受媒体采访时称这一操作“简直疯狂”，并指责存在“市场操纵”。</p><p>在致股东的信中，Karp表示，尽管市场对AI公司回归基本面的压力不断上升，Palantir的利润依然是“纯粹的、非刻意制造的”。</p><p>他补充说，公司商业业务板块受益于市场对软件的需求，这类软件能够为大语言模型提供结构支持。</p><p>Karp写道：</p><blockquote><p>“任何缺乏对这些技术系统所创造价值的狂热专注、缺乏真正‘抓到老鼠’能力的公司，最终都会黯然褪色，被人遗忘。”</p></blockquote><p>William Blair分析师Louis DiPalma周一将Palantir股票评级从“与大盘持平”上调至“跑赢大盘”，称此前的回调已使公司估值“变得更加合理”。</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>Palantir四季度营收同比暴增70%，全年指引远超市场预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir四季度营收同比暴增70%，全年指引远超市场预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-03 06:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3764783><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>数据分析公司Palantir周一盘后公布了第四季度业绩显示，营收好于市场预期，同比大增70%，达到14.1亿美元。与此同时，公司给出的下一季度营收指引表现也超出预期，较分析师原本预期高出15.3%。截至发稿，Palantir夜盘大涨超10%。以下是Palantir财报要点：主要财务数据：营收：14.1亿美元，高于分析师预期的13.4亿美元（同比增长70%，超预期4.9%）政府采购：政府采购营收同比...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3764783\">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/98204e955432d74f42aea41094b64024","relate_stocks":{"IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","PLTY":"PLTR期权收益策略ETF-YieldMax","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","BK4547":"WSB热门概念","BK4613":"AI应用软件","LU1861558580.USD":"日兴方舟颠覆性创新基金B","PLTR":"Palantir Technologies Inc.","PLTZ":"2倍做空PLTR ETF-Defiance","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","BK4588":"碎股","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","PLYY":"GraniteShares YieldBOOST PLTR ETF","PLTD":"1倍做空PLTR ETF-Direxion","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","PLTG":"2倍做多PLTR ETF-Leverage Shares","BK4023":"应用软件","BK4543":"AI","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","PTIR":"2倍做多PLTR ETF-GraniteShares","BK4585":"ETF&股票定投概念","PLTU":"2倍做多PLTR ETF-Direxion","PLTW":"PLTR周配息ETF-Roundhill"},"source_url":"https://wallstreetcn.com/articles/3764783","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2608815433","content_text":"数据分析公司Palantir周一盘后公布了第四季度业绩显示，营收好于市场预期，同比大增70%，达到14.1亿美元。与此同时，公司给出的下一季度营收指引表现也超出预期，较分析师原本预期高出15.3%。截至发稿，Palantir夜盘大涨超10%。以下是Palantir财报要点：主要财务数据：营收：14.1亿美元，高于分析师预期的13.4亿美元（同比增长70%，超预期4.9%）政府采购：政府采购营收同比增长66%，达到5.7亿美元，也超过分析师对该板块5.22亿美元的预期。商业采购：同比暴增137%，达到5.07亿美元，高于市场预计的4.79亿美元；尚未履行的美国商业合同总价值同比增长145%，达到43.8亿美元。调整后每股收益（EPS）：0.25美元，高于分析师预期的0.23美元（超预期8.6%）调整后营业利润：7.985亿美元，高于分析师预期的7.011亿美元（营业利润率56.8%，超预期13.9%）客户数量：客户数量同比增长34%，环比增长5%。业绩指引：第一季度营收：营收将在15.32亿美元至15.36亿美元之间，中值高于分析师预期的13.2亿美元2026全年营收：公司预计全年营收将在71.82亿美元至71.98亿美元之间，同样高于FactSet预期的62.2亿美元。财报公布后，该股在盘后交易中上涨约4%，此前收盘价为147.77美元。该股自去年11月的高点以来已下跌29%。截至收盘，2026年年初至今股价已下跌17%。政府业务需求大增，但配合ICE执法引争议Palantir主要向客户提供软件，用于集中、管理和分析海量数据。借助整体人工智能热潮，公司盈利水平不断刷新高点。过去两年里，公司股价累计上涨近800%，市值增加了近3150亿美元。媒体称，Palantir的强劲业绩反映出美国政府和商业客户对其人工智能技术的强劲需求。与此同时，Palantir在协助特朗普政府推进驱逐移民议程中的角色，正面临越来越严格的审视。Palantir在美国的营收中，有绝大部分来自政府合同，政府用户包括美国移民与海关执法局（ICE）、美国国税局和美国国防部。Palantir表示，上个季度来自美国政府合同的营收为5.7亿美元，同比增长66%。来自美国商业客户的销售额为5.07亿美元，较一年前增长一倍以上。这两项数据均高于分析师预期。上个月，该公司与美国海军签署的一份价值4.48亿美元的合同，用于为核潜艇的维护和升级提供更优质的数据支持。但过去一年中，现任和前员工以及民选官员对Palantir与ICE合作的批评，给公司股价的强势表现蒙上了一层阴影。ICE与Palantir签有合同，使用其技术开发应用程序，以定位和追踪被该机构列为遣返目标的移民。自上个月明尼阿波利斯移民执法行动升级、并导致两名美国公民死亡以来，这些批评声浪达到高潮。Palantir在公开声明中一直为其与ICE的合作进行辩护。根据媒体对政府合同公告的分析，自2025年1月以来，Palantir已从ICE获得8100万美元的合同。其中包括去年4月签署的一份3000万美元合同，用于建立一套系统，以简化“非法移民的筛选和抓捕行动”。遭质疑估值过高该公司首席执行官兼联合创始人Alexander Karp在致股东信中将公司营收加速增长形容为对公司支持者而言的“一种宇宙级的回报”。他表示，公司业绩“来自美国一批日益挑剔、真正理解人工智能价值的企业和机构的推动”。他对媒体表示，“我所知道的，过去十年科技行业里无可争议的最好成绩”。“如果你不把钱花在这上面，那你就不是在投资那些能跟上发展势头的东西。”虽然今年以来表现不佳，但该公司3500亿美元的市值，仍使其成为标普500指数中估值较高的股票之一。根据媒体在去年11月基于经通胀调整后的FactSet市场数据（可追溯至1984年）所做的分析，目前标普500指数成分股中，没有任何一家公司的“估值相对于营收规模”曾达到Palantir这样的水平。去年年底，因在2000年代末做空抵押贷款而声名大噪、因电影《大空头》而知名的对冲基金经理Michael Burry披露了对Palantir的看空押注。Burry当时还在社交平台X上发文，广泛警告人工智能存在泡沫风险。随后，随着投资者因估值担忧和对AI泡沫的担心而转向撤离AI股票，该股录得两年来表现最差的一个月。当时，Karp在接受媒体采访时称这一操作“简直疯狂”，并指责存在“市场操纵”。在致股东的信中，Karp表示，尽管市场对AI公司回归基本面的压力不断上升，Palantir的利润依然是“纯粹的、非刻意制造的”。他补充说，公司商业业务板块受益于市场对软件的需求，这类软件能够为大语言模型提供结构支持。Karp写道：“任何缺乏对这些技术系统所创造价值的狂热专注、缺乏真正‘抓到老鼠’能力的公司，最终都会黯然褪色，被人遗忘。”William Blair分析师Louis DiPalma周一将Palantir股票评级从“与大盘持平”上调至“跑赢大盘”，称此前的回调已使公司估值“变得更加合理”。","news_type":1,"symbols_score_info":{"PTIR":0.6,"PLTR":1.98,"PLTU":0.6,"PLTD":0.6,"PLTW":0.6,"PLTZ":0.6,"PLYY":0.6,"PLTY":0.6,"PLTG":0.6,"PLOO":0.6}},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523767788700120,"gmtCreate":1768899705230,"gmtModify":1768899708871,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523767788700120","repostId":"1197982585","repostType":2,"repost":{"id":"1197982585","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1768898377,"share":"https://www.laohu8.com/m/news/1197982585?lang=zh_CN&edition=full","pubTime":"2026-01-20 16:39","market":"us","language":"zh","title":"夜盘异动 | 美股AI应用概念股普跌，Rezolve AI跌超11%，AppLovin跌超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1197982585","media":"老虎资讯综合","summary":"1月20日，美股夜盘时段，AI应用概念股集体下跌。$Rezolve AI$跌超11%，$AppLovin Corporation$跌超5%，$Tempus AI$、$SoundHound AI$跌超4%，$BigBear.ai Holdings$、$Unity Software$、$Figma$、$Cloudflare$、$Shopify$、$Rubrik Inc$、$Palantir$ 跌超3%，$Cerence Inc$、$C3.ai$、$Trade Desk$跌超2%。","content":"<html><head></head><body><p>1月20日，美股夜盘时段，AI应用概念股集体下跌。<a href=\"https://laohu8.com/S/RZLV\">Rezolve AI</a>跌超11%，<a href=\"https://laohu8.com/S/APP\">AppLovin Corporation</a>跌超5%，<a href=\"https://laohu8.com/S/TEM\">Tempus AI</a>、<a href=\"https://laohu8.com/S/SOUN\">SoundHound AI</a>跌超4%，<a href=\"https://laohu8.com/S/BBAI\">BigBear.ai Holdings</a>、<a href=\"https://laohu8.com/S/U\">Unity Software</a>、<a href=\"https://laohu8.com/S/FIG\">Figma</a>、<a href=\"https://laohu8.com/S/NET\">Cloudflare</a>、<a href=\"https://laohu8.com/S/SHOP\">Shopify</a>、<a href=\"https://laohu8.com/S/RBRK\">Rubrik Inc</a>、<a href=\"https://laohu8.com/S/PLTR\">Palantir</a> 跌超3%，<a href=\"https://laohu8.com/S/CRNC\">Cerence Inc</a>、<a href=\"https://laohu8.com/S/AI\">C3.ai</a>、<a href=\"https://laohu8.com/S/TTD\">Trade Desk</a>跌超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005e885e6e1d2bd6d5ffef549b65d4e0\" title=\"\" tg-width=\"417\" tg-height=\"660\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>夜盘异动 | 美股AI应用概念股普跌，Rezolve AI跌超11%，AppLovin跌超5%</title>\n<style 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16:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月20日，美股夜盘时段，AI应用概念股集体下跌。<a href=\"https://laohu8.com/S/RZLV\">Rezolve AI</a>跌超11%，<a href=\"https://laohu8.com/S/APP\">AppLovin Corporation</a>跌超5%，<a href=\"https://laohu8.com/S/TEM\">Tempus AI</a>、<a href=\"https://laohu8.com/S/SOUN\">SoundHound AI</a>跌超4%，<a href=\"https://laohu8.com/S/BBAI\">BigBear.ai Holdings</a>、<a href=\"https://laohu8.com/S/U\">Unity Software</a>、<a href=\"https://laohu8.com/S/FIG\">Figma</a>、<a href=\"https://laohu8.com/S/NET\">Cloudflare</a>、<a href=\"https://laohu8.com/S/SHOP\">Shopify</a>、<a href=\"https://laohu8.com/S/RBRK\">Rubrik Inc</a>、<a href=\"https://laohu8.com/S/PLTR\">Palantir</a> 跌超3%，<a href=\"https://laohu8.com/S/CRNC\">Cerence Inc</a>、<a href=\"https://laohu8.com/S/AI\">C3.ai</a>、<a href=\"https://laohu8.com/S/TTD\">Trade Desk</a>跌超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005e885e6e1d2bd6d5ffef549b65d4e0\" title=\"\" tg-width=\"417\" tg-height=\"660\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/75cf19e45ef63995f548d875c007fd05","relate_stocks":{"RZLV":"Rezolve AI","FIG":"Simplify Macro Strategy ETF","CRNC":"Cerence Inc.","RBRK":"Rubrik Inc.","BK4023":"应用软件"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197982585","content_text":"1月20日，美股夜盘时段，AI应用概念股集体下跌。Rezolve AI跌超11%，AppLovin Corporation跌超5%，Tempus AI、SoundHound AI跌超4%，BigBear.ai Holdings、Unity Software、Figma、Cloudflare、Shopify、Rubrik Inc、Palantir 跌超3%，Cerence Inc、C3.ai、Trade Desk跌超2%。","news_type":1,"symbols_score_info":{"FIG":2,"RZLV":1.5,"RBRK":2,"CRNC":2}},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518475418587736,"gmtCreate":1767610118104,"gmtModify":1767610120524,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518475418587736","repostId":"1150736995","repostType":2,"repost":{"id":"1150736995","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1767603899,"share":"https://www.laohu8.com/m/news/1150736995?lang=zh_CN&edition=full","pubTime":"2026-01-05 17:04","market":"us","language":"zh","title":"盘前异动｜半导体板块普涨，美光科技、台积电涨超3%；原油板块集体走强，哈里伯顿涨超11%，雪佛龙涨超9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1150736995","media":"老虎资讯综合","summary":"1月5日，美股三大股指期货齐涨，截止发稿，道指期货涨0.1%，纳指期货涨0.51%，标普500指数期货涨0.23%。半导体板块普涨，美光科技、台积电涨超3%，AMD、阿斯麦涨超2%，英特尔、迈威尔科技涨超1%；原油板块集体走强，哈里伯顿涨超11%，雪佛龙涨超9%，康菲石油涨超8%，埃克森美孚涨超3%；尽管多个成员国充满动荡，OPEC+仍决定维持原油产量稳定；贵金属板块普涨，赫克拉矿业、泛美白银涨超3%，金田、纽曼矿业涨超1%；贵金属集体大涨！","content":"<html><head></head><body><p>1月5日，美股三大股指期货齐涨，截止发稿，道指期货涨0.1%，纳指期货涨0.51%，标普500指数期货涨0.23%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f8631ca0607a97f7e3867436d72817b\" title=\"\" tg-width=\"417\" tg-height=\"198\"/></p><p>明星科技股普涨，<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>涨超4%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨近2%；</p><p>半导体板块延续强势，<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/TSM\">台积电</a>涨超3%，<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>涨超2%，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>涨超1%；</p><p>原油板块集体走强，<a href=\"https://laohu8.com/S/HAL\">哈里伯顿</a>涨超11%，<a href=\"https://laohu8.com/S/SLB\">斯伦贝谢</a>涨超10%，<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>涨超9%，<a href=\"https://laohu8.com/S/COP\">康菲石油</a>涨超8%，<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>涨超3%；尽管多个成员国充满动荡，OPEC+仍决定维持原油产量稳定；</p><p>贵金属板块普涨，<a href=\"https://laohu8.com/S/HL\">赫克拉矿业</a>、<a href=\"https://laohu8.com/S/PAAS\">泛美白银</a>涨超3%，<a href=\"https://laohu8.com/S/GFI\">金田</a>、<a href=\"https://laohu8.com/S/NEM\">纽曼矿业</a>涨超1%；贵金属集体大涨！现货黄金重回4400美元关口，现货白银一度涨超4%；</p><p>加密货币概念股普涨，<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>、<a href=\"https://laohu8.com/S/CLSK\">CleanSpark</a>涨超3%，<a href=\"https://laohu8.com/S/BMNR\">BitMine</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Platforms</a>涨超2%；比特币日内一度涨超2%，升破93000美元；</p><p><a href=\"https://laohu8.com/S/BEKE\">贝壳</a>涨近5%，机构料内地增加房地产政策支持力度；</p><p><a href=\"https://laohu8.com/S/RGC\">脑再生科技</a>飙涨逾50%，马斯克“量产预告”催化，导致脑机接口概念大爆发。</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>盘前异动｜半导体板块普涨，美光科技、台积电涨超3%；原油板块集体走强，哈里伯顿涨超11%，雪佛龙涨超9%</title>\n<style 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17:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月5日，美股三大股指期货齐涨，截止发稿，道指期货涨0.1%，纳指期货涨0.51%，标普500指数期货涨0.23%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f8631ca0607a97f7e3867436d72817b\" title=\"\" tg-width=\"417\" tg-height=\"198\"/></p><p>明星科技股普涨，<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>涨超4%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨近2%；</p><p>半导体板块延续强势，<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/TSM\">台积电</a>涨超3%，<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>涨超2%，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>涨超1%；</p><p>原油板块集体走强，<a href=\"https://laohu8.com/S/HAL\">哈里伯顿</a>涨超11%，<a href=\"https://laohu8.com/S/SLB\">斯伦贝谢</a>涨超10%，<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>涨超9%，<a href=\"https://laohu8.com/S/COP\">康菲石油</a>涨超8%，<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>涨超3%；尽管多个成员国充满动荡，OPEC+仍决定维持原油产量稳定；</p><p>贵金属板块普涨，<a href=\"https://laohu8.com/S/HL\">赫克拉矿业</a>、<a href=\"https://laohu8.com/S/PAAS\">泛美白银</a>涨超3%，<a href=\"https://laohu8.com/S/GFI\">金田</a>、<a href=\"https://laohu8.com/S/NEM\">纽曼矿业</a>涨超1%；贵金属集体大涨！现货黄金重回4400美元关口，现货白银一度涨超4%；</p><p>加密货币概念股普涨，<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>、<a href=\"https://laohu8.com/S/CLSK\">CleanSpark</a>涨超3%，<a href=\"https://laohu8.com/S/BMNR\">BitMine</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Platforms</a>涨超2%；比特币日内一度涨超2%，升破93000美元；</p><p><a href=\"https://laohu8.com/S/BEKE\">贝壳</a>涨近5%，机构料内地增加房地产政策支持力度；</p><p><a href=\"https://laohu8.com/S/RGC\">脑再生科技</a>飙涨逾50%，马斯克“量产预告”催化，导致脑机接口概念大爆发。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"MU":"美光科技","TSM":"台积电","HAL":"哈里伯顿"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150736995","content_text":"1月5日，美股三大股指期货齐涨，截止发稿，道指期货涨0.1%，纳指期货涨0.51%，标普500指数期货涨0.23%。明星科技股普涨，Palantir涨超4%，特斯拉涨近2%；半导体板块延续强势，美光科技、台积电涨超3%，AMD、阿斯麦涨超2%，英特尔、迈威尔科技涨超1%；原油板块集体走强，哈里伯顿涨超11%，斯伦贝谢涨超10%，雪佛龙涨超9%，康菲石油涨超8%，埃克森美孚涨超3%；尽管多个成员国充满动荡，OPEC+仍决定维持原油产量稳定；贵金属板块普涨，赫克拉矿业、泛美白银涨超3%，金田、纽曼矿业涨超1%；贵金属集体大涨！现货黄金重回4400美元关口，现货白银一度涨超4%；加密货币概念股普涨，Coinbase、Strategy、CleanSpark涨超3%，BitMine、Riot Platforms涨超2%；比特币日内一度涨超2%，升破93000美元；贝壳涨近5%，机构料内地增加房地产政策支持力度；脑再生科技飙涨逾50%，马斯克“量产预告”催化，导致脑机接口概念大爆发。","news_type":1,"symbols_score_info":{"HAL":2,"TSM":2,"MU":2}},"isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518327197188496,"gmtCreate":1767519058459,"gmtModify":1767519060943,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518327197188496","repostId":"2600204628","repostType":2,"repost":{"id":"2600204628","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1767505705,"share":"https://www.laohu8.com/m/news/2600204628?lang=zh_CN&edition=full","pubTime":"2026-01-04 13:48","market":"hk","language":"zh","title":"CES 2026前瞻：英伟达或重塑物理AI，中美韩机器人齐“秀肌肉”","url":"https://stock-news.laohu8.com/highlight/detail?id=2600204628","media":"华尔街见闻","summary":"CES 2026凸显芯片巨头战略分野：英伟达重心转向工业AI与机器人，而AMD与英特尔则坚守并升级传统PC市场。展会焦点已从消费电子转向人形机器人、AI定义汽车及卷轴屏等颠覆性硬件的产业化竞速，中、美、韩厂商在各赛道展开激烈角逐。","content":"<html><head></head><body><blockquote><p>CES 2026凸显芯片巨头战略分野：英伟达重心转向工业AI与机器人，而AMD与英特尔则坚守并升级传统PC市场。展会焦点已从消费电子转向人形机器人、AI定义汽车及卷轴屏等颠覆性硬件的产业化竞速，中、美、韩厂商在各赛道展开激烈角逐。</p></blockquote><p style=\"text-align: left;\">2026年消费电子展（CES）将于1月4日至9日在美国拉斯维加斯举行，CES一向是科技企业发表年度新品的重要舞台，展品涵盖即将上市的产品，以及仍处于概念阶段、未必投产的装置。</p><p style=\"text-align: left;\">芯片巨头的策略在CES 2026将出现显著分化，英伟达的重心明显不在传统的消费级显卡市场。</p><blockquote><ul style=\"\"><li><p style=\"text-align: left;\"><strong>英伟达（NVIDIA）：</strong> 市场预期的RTX 50 Super系列显卡（包括RTX 5080 SUPER等）或因GDDR7显存价格高企和供应短缺而<strong>推迟发布</strong>。CEO黄仁勋的演讲将聚焦“Physical AI”，<strong>推动AI算力向机器人与工业场景延伸</strong>。英伟达可能转而专注于高利润产品，如96GB显存的RTX PRO 6000 Blackwell。</p></li><li><p style=\"text-align: left;\"><strong>AMD： 采取稳健升级策略。</strong>桌面端预计推出Ryzen 9000系列，其中旗舰Ryzen 9 9950X3D2将搭载双芯片3D V-Cache，L3缓存达192MB，针对工作站用户。移动端将发布Ryzen AI 400系列（代号Gorgon Point）以巩固PC市场。</p></li><li><p style=\"text-align: left;\"><strong>英特尔（Intel）： 面临关键一战。</strong>将发布Intel Core Ultra Series 3（Panther Lake），预计包含约14款SKU。旗舰型号Core Ultra X9 388H配备16核，最高频率5.1GHz。若能获得OEM广泛支持，将有助于缓解市场对其先进制程执行力的疑虑。</p></li></ul></blockquote><h2 id=\"id_425381033\" style=\"text-align: left;\">具身智能战场：从中美韩“三国杀”看执行力进阶</h2><p style=\"text-align: left;\">2026年被视为人形机器人从Demo走向工位的关键年份，核心看点在于“降本增效”与“实战验证”。</p><blockquote><ul style=\"\"><li><p style=\"text-align: left;\"><strong>中国阵营（成本与量产）：</strong> 宇树和智元继续主导成本控制。宇树或展示G1量产版在工厂流水线的操作；智元将展示X2、A2等全系列产品及灵巧手等核心部件。</p></li><li><p style=\"text-align: left;\"><strong>美国阵营（技术标杆）：</strong> 波士顿动力的全电动Atlas将进行首次公开演示，直接对标特斯拉Optimus，展示商业化潜力。</p></li><li><p style=\"text-align: left;\"><strong>韩国阵营（产业链抱团）：</strong> 韩国将展示“K-Humanoid”联盟，由三星投资的Rainbow Robotics领衔。展品包括轮式底盘工业级人形机器人HMND 01 Alpha（身高220厘米，载荷15公斤），显示出韩国在零部件到整机全产业链的整合野心。</p></li></ul></blockquote><h2 id=\"id_2228659297\" style=\"text-align: left;\">端侧 AI 与 XR：安卓阵营的反击与中国厂商的“轻量化”突围</h2><p style=\"text-align: left;\">XR市场正在经历Apple Vision Pro发布后的“消化期”，CES 2026将是安卓阵营反击的起点。</p><blockquote><ul style=\"\"><li><p style=\"text-align: left;\"><strong>三星/谷歌联盟：</strong>三星将首秀获CES创新奖的Galaxy XR眼镜，搭载高通Snapdragon XR2+ Gen 3芯片，运行Android XR系统并深度集成Gemini AI，试图构建与苹果抗衡的生态。</p></li><li><p style=\"text-align: left;\"><strong>中国厂商（轻量化路径）：</strong> 阿里和Rokid引领“轻量化AI眼镜”潮流，避开重型头显的锋芒。阿里将展示夸克AI眼镜S1，搭载千问AI助手；Rokid Glasses则主打实时翻译、AR导航等实用场景。</p></li><li><p style=\"text-align: left;\"><strong>智能家居：</strong> 扫地机器人进入“微创新”阶段。科沃斯（X11 Omni Cyclone）和追觅不再单纯追求参数，而是通过引入旋风分离结构、GaN快充及四足越障技术，推动设备向自主服务的智能体进化。</p></li></ul></blockquote><h2 id=\"id_197719852\" style=\"text-align: left;\">汽车产业：从“软件定义”跃迁至“AI 定义”，芯片军备竞赛升级</h2><p style=\"text-align: left;\">汽车行业正经历技术架构的深层变革，智驾芯片的竞争格局日益清晰。</p><blockquote><ul style=\"\"><li><p style=\"text-align: left;\"><strong>芯片军备竞赛：</strong></p><ul style=\"\"><li><p style=\"text-align: left;\"><strong>英伟达：</strong> 凭借Thor芯片（2000 TOPS算力）主导L4级高端市场，极氪等车企计划2025年量产。</p></li><li><p style=\"text-align: left;\"><strong>高通：</strong> 虽AI算力不及英伟达，但凭借Snapdragon Ride Elite平台的“舱驾一体”架构，成功切入理想、奔驰供应链。</p></li><li><p style=\"text-align: left;\"><strong>Mobileye：</strong> 依靠EyeQ6 Lite在L2+级市场保持性价比优势，占据量产走量车型的高地。</p></li></ul></li><li><p style=\"text-align: left;\"><strong>整车技术：</strong> 吉利（银河A7搭载雷神AI电混2.0，热效率47.26%）和长城（VLA全场景大模型）展示了中国车企在架构革新上的领先优势。海外方面，宝马将展示基于Neue Klasse架构的iX3，集成Alexa+技术。</p></li></ul></blockquote><h2 id=\"id_1286510983\" style=\"text-align: left;\">硬件形态突围：联想的卷轴屏与电视厂商的 AI 画质战</h2><p style=\"text-align: left;\">面对传统硬件的创新天花板，厂商开始探索激进的形态突破。</p><blockquote><ul style=\"\"><li><p style=\"text-align: left;\"><strong>联想：</strong> 将展示ThinkBook Plus Gen 7 Auto Twist（AI驱动自动旋转屏幕）以及ThinkPad Rollable XD（卷轴屏笔记本）的实际可操作原型机，试图解决大屏与便携的矛盾。</p></li><li><p style=\"text-align: left;\"><strong>显示技术：</strong> TCL和海信继续深耕Mini-LED。TCL推出SQD-MiniLED，海信展示RGB-Mini LED，双方均重点强调AI图像处理器对画质的动态优化能力，试图用AI讲述新的显示故事。</p></li></ul></blockquote></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>CES 2026前瞻：英伟达或重塑物理AI，中美韩机器人齐“秀肌肉”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCES 2026前瞻：英伟达或重塑物理AI，中美韩机器人齐“秀肌肉”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-04 13:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3762500><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CES 2026凸显芯片巨头战略分野：英伟达重心转向工业AI与机器人，而AMD与英特尔则坚守并升级传统PC市场。展会焦点已从消费电子转向人形机器人、AI定义汽车及卷轴屏等颠覆性硬件的产业化竞速，中、美、韩厂商在各赛道展开激烈角逐。2026年消费电子展（CES）将于1月4日至9日在美国拉斯维加斯举行，CES一向是科技企业发表年度新品的重要舞台，展品涵盖即将上市的产品，以及仍处于概念阶段、未必投产的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3762500\">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/e39f5931d4cf3fccc49c0e890fceb462","relate_stocks":{"LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A 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宇树和智元继续主导成本控制。宇树或展示G1量产版在工厂流水线的操作；智元将展示X2、A2等全系列产品及灵巧手等核心部件。美国阵营（技术标杆）： 波士顿动力的全电动Atlas将进行首次公开演示，直接对标特斯拉Optimus，展示商业化潜力。韩国阵营（产业链抱团）： 韩国将展示“K-Humanoid”联盟，由三星投资的Rainbow Robotics领衔。展品包括轮式底盘工业级人形机器人HMND 01 Alpha（身高220厘米，载荷15公斤），显示出韩国在零部件到整机全产业链的整合野心。端侧 AI 与 XR：安卓阵营的反击与中国厂商的“轻量化”突围XR市场正在经历Apple Vision Pro发布后的“消化期”，CES 2026将是安卓阵营反击的起点。三星/谷歌联盟：三星将首秀获CES创新奖的Galaxy XR眼镜，搭载高通Snapdragon XR2+ Gen 3芯片，运行Android XR系统并深度集成Gemini AI，试图构建与苹果抗衡的生态。中国厂商（轻量化路径）： 阿里和Rokid引领“轻量化AI眼镜”潮流，避开重型头显的锋芒。阿里将展示夸克AI眼镜S1，搭载千问AI助手；Rokid Glasses则主打实时翻译、AR导航等实用场景。智能家居： 扫地机器人进入“微创新”阶段。科沃斯（X11 Omni Cyclone）和追觅不再单纯追求参数，而是通过引入旋风分离结构、GaN快充及四足越障技术，推动设备向自主服务的智能体进化。汽车产业：从“软件定义”跃迁至“AI 定义”，芯片军备竞赛升级汽车行业正经历技术架构的深层变革，智驾芯片的竞争格局日益清晰。芯片军备竞赛：英伟达： 凭借Thor芯片（2000 TOPS算力）主导L4级高端市场，极氪等车企计划2025年量产。高通： 虽AI算力不及英伟达，但凭借Snapdragon Ride Elite平台的“舱驾一体”架构，成功切入理想、奔驰供应链。Mobileye： 依靠EyeQ6 Lite在L2+级市场保持性价比优势，占据量产走量车型的高地。整车技术： 吉利（银河A7搭载雷神AI电混2.0，热效率47.26%）和长城（VLA全场景大模型）展示了中国车企在架构革新上的领先优势。海外方面，宝马将展示基于Neue Klasse架构的iX3，集成Alexa+技术。硬件形态突围：联想的卷轴屏与电视厂商的 AI 画质战面对传统硬件的创新天花板，厂商开始探索激进的形态突破。联想： 将展示ThinkBook Plus Gen 7 Auto Twist（AI驱动自动旋转屏幕）以及ThinkPad Rollable XD（卷轴屏笔记本）的实际可操作原型机，试图解决大屏与便携的矛盾。显示技术： TCL和海信继续深耕Mini-LED。TCL推出SQD-MiniLED，海信展示RGB-Mini LED，双方均重点强调AI图像处理器对画质的动态优化能力，试图用AI讲述新的显示故事。","news_type":1,"symbols_score_info":{"2NVD.UK":0.6,"NVDD":0.6,"NVDS.UK":0.6,"NVD2.UK":0.6,"NVDY":0.6,"NVIW.SI":0.6,"NVD3.UK":0.6,"NVD":0.6,"NVDA":1.95,"3NVD.UK":0.6,"NVDS":0.6,"NVDX":0.6,"NVDU":0.6,"SNVD.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513712419853264,"gmtCreate":1766463610232,"gmtModify":1766463612030,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513712419853264","repostId":"1116724020","repostType":4,"repost":{"id":"1116724020","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1766407461,"share":"https://www.laohu8.com/m/news/1116724020?lang=zh_CN&edition=full","pubTime":"2025-12-22 20:44","market":"us","language":"zh","title":"异动解读 | 光计算芯片突破提振半导体板块，三倍做多半导体ETF盘前大涨5.01%","url":"https://stock-news.laohu8.com/highlight/detail?id=1116724020","media":"异动解读","summary":"三倍做多半导体ETF-Direxion Daily（SOXL）今日盘前大涨5.01%，成为市场焦点。消息面上，半导体板块整体走强，主要受到上海交通大学团队研发的全光计算芯片\"LightGen\"突破的提振。该芯片首次实现大规模语义生成模型的光子级运算，为AI算力瓶颈提供了全新解决方案。此外，全球AI算力需求持续高景气，存储芯片市场回暖，进一步推动半导体行业上行周期。","content":"<p>三倍做多半导体ETF-Direxion Daily（SOXL）今日盘前大涨5.01%，成为市场焦点。</p><p>消息面上，半导体板块整体走强，主要受到上海交通大学团队研发的全光计算芯片\"LightGen\"突破的提振。该芯片首次实现大规模语义生成模型的光子级运算，为AI算力瓶颈提供了全新解决方案。此外，全球AI算力需求持续高景气，存储芯片市场回暖，进一步推动半导体行业上行周期。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>异动解读 | 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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异动解读 | 光计算芯片突破提振半导体板块，三倍做多半导体ETF盘前大涨5.01%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-12-22 20:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>三倍做多半导体ETF-Direxion Daily（SOXL）今日盘前大涨5.01%，成为市场焦点。</p><p>消息面上，半导体板块整体走强，主要受到上海交通大学团队研发的全光计算芯片\"LightGen\"突破的提振。该芯片首次实现大规模语义生成模型的光子级运算，为AI算力瓶颈提供了全新解决方案。此外，全球AI算力需求持续高景气，存储芯片市场回暖，进一步推动半导体行业上行周期。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOXL":"三倍做多半导体ETF-Direxion Daily"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116724020","content_text":"三倍做多半导体ETF-Direxion Daily（SOXL）今日盘前大涨5.01%，成为市场焦点。消息面上，半导体板块整体走强，主要受到上海交通大学团队研发的全光计算芯片\"LightGen\"突破的提振。该芯片首次实现大规模语义生成模型的光子级运算，为AI算力瓶颈提供了全新解决方案。此外，全球AI算力需求持续高景气，存储芯片市场回暖，进一步推动半导体行业上行周期。","news_type":1,"symbols_score_info":{"SOXL":1}},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513712355561856,"gmtCreate":1766463593158,"gmtModify":1766463594949,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513712355561856","repostId":"1130115371","repostType":4,"repost":{"id":"1130115371","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1766415140,"share":"https://www.laohu8.com/m/news/1130115371?lang=zh_CN&edition=full","pubTime":"2025-12-22 22:52","market":"us","language":"zh","title":"异动解读 | NEBIUS盘中大涨5.05%，分析师预测其2026年或被科技巨头收购","url":"https://stock-news.laohu8.com/highlight/detail?id=1130115371","media":"异动解读","summary":"NEBIUS今日盘中大涨5.05%，引发市场关注。消息面上，美国投行韦德布什知名科技分析师丹·艾夫斯发布了对2026年科技股的预测，其中提到NEBIUS可能成为大型科技公司的收购目标。这一预测增强了市场对NEBIUS未来发展的乐观情绪，推动了股价上涨。今年以来，NEBIUS的股价涨幅已接近200%，市场研究公司Futurum Group也将其列为下一代人工智能领域的顶级科技股之一。","content":"<p>NEBIUS（NBIS）今日盘中大涨5.05%，引发市场关注。</p><p>消息面上，美国投行韦德布什知名科技分析师丹·艾夫斯（Dan Ives）发布了对2026年科技股的预测，其中提到NEBIUS可能成为大型科技公司的收购目标。艾夫斯列举了微软、谷歌和亚马逊作为潜在的“买家”，并指出NEBIUS作为人工智能基础设施提供商，在人工智能军备竞赛中具有显著优势。这一预测增强了市场对NEBIUS未来发展的乐观情绪，推动了股价上涨。</p><p>今年以来，NEBIUS的股价涨幅已接近200%，市场研究公司Futurum Group也将其列为下一代人工智能领域的顶级科技股之一。此次分析师的最新预测进一步巩固了投资者对该公司前景的信心。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-12-22 22:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEBIUS（NBIS）今日盘中大涨5.05%，引发市场关注。</p><p>消息面上，美国投行韦德布什知名科技分析师丹·艾夫斯（Dan Ives）发布了对2026年科技股的预测，其中提到NEBIUS可能成为大型科技公司的收购目标。艾夫斯列举了微软、谷歌和亚马逊作为潜在的“买家”，并指出NEBIUS作为人工智能基础设施提供商，在人工智能军备竞赛中具有显著优势。这一预测增强了市场对NEBIUS未来发展的乐观情绪，推动了股价上涨。</p><p>今年以来，NEBIUS的股价涨幅已接近200%，市场研究公司Futurum Group也将其列为下一代人工智能领域的顶级科技股之一。此次分析师的最新预测进一步巩固了投资者对该公司前景的信心。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NBIS":"NEBIUS"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130115371","content_text":"NEBIUS（NBIS）今日盘中大涨5.05%，引发市场关注。消息面上，美国投行韦德布什知名科技分析师丹·艾夫斯（Dan Ives）发布了对2026年科技股的预测，其中提到NEBIUS可能成为大型科技公司的收购目标。艾夫斯列举了微软、谷歌和亚马逊作为潜在的“买家”，并指出NEBIUS作为人工智能基础设施提供商，在人工智能军备竞赛中具有显著优势。这一预测增强了市场对NEBIUS未来发展的乐观情绪，推动了股价上涨。今年以来，NEBIUS的股价涨幅已接近200%，市场研究公司Futurum Group也将其列为下一代人工智能领域的顶级科技股之一。此次分析师的最新预测进一步巩固了投资者对该公司前景的信心。","news_type":1,"symbols_score_info":{"NBIS":1}},"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513711713239256,"gmtCreate":1766463516629,"gmtModify":1766463518772,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513711713239256","repostId":"2592130284","repostType":2,"repost":{"id":"2592130284","kind":"highlight","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1766108460,"share":"https://www.laohu8.com/m/news/2592130284?lang=zh_CN&edition=full","pubTime":"2025-12-19 09:41","market":"hk","language":"zh","title":"集体大涨！特朗普，刚刚签了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2592130284","media":"券商中国","summary":"特朗普，有新动作！当地时间12月18日，美国总统特朗普签署了一项行政命令，该命令要求美国人到2028年重返月球。同一天，特朗普还签署了总额达9010亿美元的2026财年国防授权法案。11月4日，特朗普再次提名他出任该职位。分析人士指出，特朗普最新签署的行政命令，以及美参议院确认艾萨克曼出任美航天局局长，均对美国SpaceX等商业航天公司构成“利好”。","content":"<html><body><div><p><span leaf=\"\"><span textstyle=\"\">特朗普，有新动作！</span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">当地时间12月18日，美国总统特朗普签署了一项行政命令，该命令要求美国人到2028年重返月球。该命令通过升级发射基础设施和开发商业途径，以在2030年前取代国际空间站，从而刺激私营部门的创新和投资。</span></span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">或是受到上述消息刺激，美股商业<a href=\"https://laohu8.com/S/000901\">航天</a>概念股周四集体大涨，Rocket LAB USA涨超11%，<a href=\"https://laohu8.com/S/ASTSW\">AST SpaceMobile</a>涨6.58%，<a href=\"https://laohu8.com/S/HWM\">Howmet Aerospace</a>涨3.56%。</span></span></span></p><p><span><span leaf=\"\">同一天，特朗普还签署了总额达9010亿美元的2026财年国防授权法案。另外，美国国防部表示，特朗普提名约书亚·罗德晋升为将军级别，并任命其为国家安全局局长。</span></span></p><p><span leaf=\"\">特朗普签令：2028年登月！</span></p><p><span><span leaf=\"\"><span textstyle=\"\">美国白宫当地时间12月18日发表声明称，特朗普当日签署了一项行政命令，为“美国优先”的太空政策制定了愿景，以确保美国在太空探索、安全和商业领域“引领世界”。</span></span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">该命令要求美国人到2028年重返月球，并在2030年前建立永久月球前哨站的初始设施，指示在月球和轨道上部署核反应堆。该命令通过升级发射基础设施和开发商业途径，以在2030年前取代国际空间站，从而刺激私营部门的创新和投资。</span></span></span></p><p><span><span leaf=\"\">该命令指示总统科学技术顾问协调国家太空政策工作，并指示联邦各部门和机构共同执行该命令，包括简化采购流程、实施相关的太空安全战略，确保拥有适当的人力资源来实现这些目标。</span></span></p><p><span><span leaf=\"\">据央视新闻报道，此前一天，即当地时间12月17日，美国参议院以67票赞成、30票反对的投票结果，确认亿万富翁私人宇航员贾里德·艾萨克曼担任美国国家航空<a href=\"https://laohu8.com/S/00031\">航天</a>局（NASA）第15任局长。</span></span></p><p><span><span leaf=\"\">艾萨克曼是美国支付服务商“Shift4支付”的创始人兼首席执行官，也是马斯克的好友。他曾于去年12月首次被特朗普提名担任美航天局局长，但提名在今年5月底被撤回。11月4日，特朗普再次提名他出任该职位。</span></span></p><p><span><span leaf=\"\">2024年9月，美国太空探索技术公司（SpaceX）发射“龙”飞船展开太空行走任务，艾萨克曼是4名宇航员之一，并在任务中出舱，完成了全球首次商业太空行走。此次任务由艾萨克曼和SpaceX共同出资。</span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">分析人士指出，特朗普最新签署的行政命令，以及美参议院确认艾萨克曼出任美航天局局长，均对美国SpaceX等商业航天公司构成“利好”。</span></span></span></p><p><span><span leaf=\"\">据报道，马斯克旗下的SpaceX可能在明年上市，这家公司正计划进行一轮内部股份出售，估值达到8000亿美元，由此成为全球估值最高的未上市企业。其首次公开募股（IPO）也将成为史上最大。有观点认为，SpaceX上市将使马斯克成为关注焦点，为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>再添动力。</span></span></p><p><span><span leaf=\"\">“从历史经验来看，马斯克旗下某家公司取得重大里程碑式的成就时，往往会提振对其他公司的信心。”50 Park Investments首席执行官Adam Sarhan表示，“高调的SpaceX IPO可能吸引一批被其创新故事打动的新投资者 —— 而且这种热情往往也会蔓延到特斯拉。”</span></span></p><p><span><span leaf=\"\">彭博行业研究分析师Steve Man表示，截至目前，特斯拉股价已经受益于围绕SpaceX的热度。他表示，两家公司的使命相互关联，描绘了这样一个未来：特斯拉的Optimus机器人助力马斯克的火星殖民雄心，而SpaceX的星链系统则增强地球上车辆的连接性。</span></span></p><p><span leaf=\"\">特朗普签署2026财年国防授权法案</span></p><p><span><span leaf=\"\"><span textstyle=\"\">据央视新闻报道，当地时间12月18日，美国总统特朗普签署总额达9010亿美元的2026财年国防授权法案。</span></span></span></p><p><span><span leaf=\"\">参议院12月17日以77票赞成、20票反对的表决结果通过了这一法案。众议院已于12月10日投票通过该法案。</span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">据悉，法案内容包括提高美国现役军人薪酬，支持在美国西南边境部署国民警卫队和现役部队以拦截非法移民和毒品，开发“金穹”导弹防御系统和提升军事战备水平等措施。法案还要求在未来两年每年向乌克兰提供4亿美元军事援助，废除国会2002年授权政府对伊拉克动武的决议、取消对叙利亚的制裁。</span></span></span></p><p><span><span leaf=\"\">法案还包含一项条款，要求国防部长赫格塞思交出美军9月2日在加勒比海攻击一艘美方所谓“贩毒船”并杀死两名生还者的未剪辑录像及行动命令副本。赫格塞思16日对媒体表示，国防部不会向公众公开这一完整视频，参众两院的军事委员会成员将观看这一视频。</span></span></p><p><span><span leaf=\"\">美国国会参众两院每年依据宪法通过下一财年国防授权法案，由总统签署成为法律，该法案是美国防务年度开支预算和国防政策的指导性文件。</span></span></p><h2 placeholder=\"请输入标题\"></h2><h2 auto=\"\" none=\"\" normal=\"\" para=\"\" placeholder=\"请输入标题\" rgb=\"\" start=\"\"></h2><p><span><span leaf=\"\"><span textstyle=\"\">责编：罗晓霞</span></span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">排版：王璐璐</span></span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">校对：王蔚</span></span></span></p><h2 placeholder=\"请输入标题\"></h2><p mp-original-font-size=\"17.910400390625\" mp-original-line-height=\"25.600000381469727\"><span mp-original-font-size=\"15\" mp-original-line-height=\"25.600000381469727\"><strong mp-original-font-size=\"15\" mp-original-line-height=\"25.600000381469727\"><span mp-original-font-size=\"15\" mp-original-line-height=\"25.600000381469727\"><span leaf=\"\"><span textstyle=\"\">百万用户都在看</span></span></span></strong></span></p><h2 placeholder=\"请输入标题\"></h2><h2 placeholder=\"请输入标题\"></h2><p><span><h2 placeholder=\"请输入标题\"><span><p mp-original-font-size=\"14\" mp-original-line-height=\"24.5\"><span leaf=\"\"><span textstyle=\"\">“黑天鹅”突袭！刚刚，全线大跌！</span></span></p><p mp-original-font-size=\"14\" mp-original-line-height=\"24.5\"><span leaf=\"\"><span textstyle=\"\">1.9万股民狂欢！中一签，暴赚30万元！知名大佬浮盈百亿！<a href=\"https://laohu8.com/S/688802\">沐曦股份</a>，暴涨568%！</span></span></p></span></h2></span></p><p mp-original-font-size=\"14\" 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n集体大涨！特朗普，刚刚签了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2025-12-19 09:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div><p><span leaf=\"\"><span textstyle=\"\">特朗普，有新动作！</span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">当地时间12月18日，美国总统特朗普签署了一项行政命令，该命令要求美国人到2028年重返月球。该命令通过升级发射基础设施和开发商业途径，以在2030年前取代国际空间站，从而刺激私营部门的创新和投资。</span></span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">或是受到上述消息刺激，美股商业<a href=\"https://laohu8.com/S/000901\">航天</a>概念股周四集体大涨，Rocket LAB USA涨超11%，<a href=\"https://laohu8.com/S/ASTSW\">AST SpaceMobile</a>涨6.58%，<a href=\"https://laohu8.com/S/HWM\">Howmet Aerospace</a>涨3.56%。</span></span></span></p><p><span><span leaf=\"\">同一天，特朗普还签署了总额达9010亿美元的2026财年国防授权法案。另外，美国国防部表示，特朗普提名约书亚·罗德晋升为将军级别，并任命其为国家安全局局长。</span></span></p><p><span leaf=\"\">特朗普签令：2028年登月！</span></p><p><span><span leaf=\"\"><span textstyle=\"\">美国白宫当地时间12月18日发表声明称，特朗普当日签署了一项行政命令，为“美国优先”的太空政策制定了愿景，以确保美国在太空探索、安全和商业领域“引领世界”。</span></span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">该命令要求美国人到2028年重返月球，并在2030年前建立永久月球前哨站的初始设施，指示在月球和轨道上部署核反应堆。该命令通过升级发射基础设施和开发商业途径，以在2030年前取代国际空间站，从而刺激私营部门的创新和投资。</span></span></span></p><p><span><span leaf=\"\">该命令指示总统科学技术顾问协调国家太空政策工作，并指示联邦各部门和机构共同执行该命令，包括简化采购流程、实施相关的太空安全战略，确保拥有适当的人力资源来实现这些目标。</span></span></p><p><span><span leaf=\"\">据央视新闻报道，此前一天，即当地时间12月17日，美国参议院以67票赞成、30票反对的投票结果，确认亿万富翁私人宇航员贾里德·艾萨克曼担任美国国家航空<a href=\"https://laohu8.com/S/00031\">航天</a>局（NASA）第15任局长。</span></span></p><p><span><span leaf=\"\">艾萨克曼是美国支付服务商“Shift4支付”的创始人兼首席执行官，也是马斯克的好友。他曾于去年12月首次被特朗普提名担任美航天局局长，但提名在今年5月底被撤回。11月4日，特朗普再次提名他出任该职位。</span></span></p><p><span><span leaf=\"\">2024年9月，美国太空探索技术公司（SpaceX）发射“龙”飞船展开太空行走任务，艾萨克曼是4名宇航员之一，并在任务中出舱，完成了全球首次商业太空行走。此次任务由艾萨克曼和SpaceX共同出资。</span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">分析人士指出，特朗普最新签署的行政命令，以及美参议院确认艾萨克曼出任美航天局局长，均对美国SpaceX等商业航天公司构成“利好”。</span></span></span></p><p><span><span leaf=\"\">据报道，马斯克旗下的SpaceX可能在明年上市，这家公司正计划进行一轮内部股份出售，估值达到8000亿美元，由此成为全球估值最高的未上市企业。其首次公开募股（IPO）也将成为史上最大。有观点认为，SpaceX上市将使马斯克成为关注焦点，为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>再添动力。</span></span></p><p><span><span leaf=\"\">“从历史经验来看，马斯克旗下某家公司取得重大里程碑式的成就时，往往会提振对其他公司的信心。”50 Park Investments首席执行官Adam Sarhan表示，“高调的SpaceX IPO可能吸引一批被其创新故事打动的新投资者 —— 而且这种热情往往也会蔓延到特斯拉。”</span></span></p><p><span><span leaf=\"\">彭博行业研究分析师Steve Man表示，截至目前，特斯拉股价已经受益于围绕SpaceX的热度。他表示，两家公司的使命相互关联，描绘了这样一个未来：特斯拉的Optimus机器人助力马斯克的火星殖民雄心，而SpaceX的星链系统则增强地球上车辆的连接性。</span></span></p><p><span leaf=\"\">特朗普签署2026财年国防授权法案</span></p><p><span><span leaf=\"\"><span textstyle=\"\">据央视新闻报道，当地时间12月18日，美国总统特朗普签署总额达9010亿美元的2026财年国防授权法案。</span></span></span></p><p><span><span leaf=\"\">参议院12月17日以77票赞成、20票反对的表决结果通过了这一法案。众议院已于12月10日投票通过该法案。</span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">据悉，法案内容包括提高美国现役军人薪酬，支持在美国西南边境部署国民警卫队和现役部队以拦截非法移民和毒品，开发“金穹”导弹防御系统和提升军事战备水平等措施。法案还要求在未来两年每年向乌克兰提供4亿美元军事援助，废除国会2002年授权政府对伊拉克动武的决议、取消对叙利亚的制裁。</span></span></span></p><p><span><span leaf=\"\">法案还包含一项条款，要求国防部长赫格塞思交出美军9月2日在加勒比海攻击一艘美方所谓“贩毒船”并杀死两名生还者的未剪辑录像及行动命令副本。赫格塞思16日对媒体表示，国防部不会向公众公开这一完整视频，参众两院的军事委员会成员将观看这一视频。</span></span></p><p><span><span leaf=\"\">美国国会参众两院每年依据宪法通过下一财年国防授权法案，由总统签署成为法律，该法案是美国防务年度开支预算和国防政策的指导性文件。</span></span></p><h2 placeholder=\"请输入标题\"></h2><h2 auto=\"\" none=\"\" normal=\"\" para=\"\" placeholder=\"请输入标题\" rgb=\"\" start=\"\"></h2><p><span><span leaf=\"\"><span textstyle=\"\">责编：罗晓霞</span></span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">排版：王璐璐</span></span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">校对：王蔚</span></span></span></p><h2 placeholder=\"请输入标题\"></h2><p mp-original-font-size=\"17.910400390625\" mp-original-line-height=\"25.600000381469727\"><span mp-original-font-size=\"15\" mp-original-line-height=\"25.600000381469727\"><strong mp-original-font-size=\"15\" mp-original-line-height=\"25.600000381469727\"><span mp-original-font-size=\"15\" mp-original-line-height=\"25.600000381469727\"><span leaf=\"\"><span textstyle=\"\">百万用户都在看</span></span></span></strong></span></p><h2 placeholder=\"请输入标题\"></h2><h2 placeholder=\"请输入标题\"></h2><p><span><h2 placeholder=\"请输入标题\"><span><p mp-original-font-size=\"14\" mp-original-line-height=\"24.5\"><span leaf=\"\"><span textstyle=\"\">“黑天鹅”突袭！刚刚，全线大跌！</span></span></p><p mp-original-font-size=\"14\" mp-original-line-height=\"24.5\"><span leaf=\"\"><span textstyle=\"\">1.9万股民狂欢！中一签，暴赚30万元！知名大佬浮盈百亿！<a href=\"https://laohu8.com/S/688802\">沐曦股份</a>，暴涨568%！</span></span></p></span></h2></span></p><p mp-original-font-size=\"14\" mp-original-line-height=\"24.5\"><span leaf=\"\"><span textstyle=\"\">20%涨停！AI，传来重磅消息！</span></span></p><p mp-original-font-size=\"14\" mp-original-line-height=\"24.5\"><span leaf=\"\"><span textstyle=\"\">A股，重要调整！</span></span></p><p mp-original-font-size=\"14\" mp-original-line-height=\"24.5\"><span leaf=\"\"><span textstyle=\"\">A股突发！芯片大牛股，终止重组！</span></span></p><p mp-original-font-size=\"16\" mp-original-line-height=\"25.600000381469727\"><span mp-original-font-size=\"12\" mp-original-line-height=\"19.200000762939453\"><span mp-original-font-size=\"12\" mp-original-line-height=\"19.200000762939453\"><span leaf=\"\"><span textstyle=\"\">违法和不良信息举报电话：0755-83514034</span></span></span></span></p><p mp-original-font-size=\"16\" mp-original-line-height=\"25.600000381469727\"><span mp-original-font-size=\"12\" mp-original-line-height=\"19.200000762939453\"><span mp-original-font-size=\"12\" mp-original-line-height=\"19.200000762939453\"><span leaf=\"\"><span textstyle=\"\">邮箱：bwb@stcn.com</span></span></span></span></p><p mp-original-font-size=\"16\" mp-original-line-height=\"25.600000381469727\" nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/375f60f0ef1640d09805d9ed2389a09d\" width=\"676px\"/></p></div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","BK4612":"AI芯片","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL 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Aerospace涨3.56%。同一天，特朗普还签署了总额达9010亿美元的2026财年国防授权法案。另外，美国国防部表示，特朗普提名约书亚·罗德晋升为将军级别，并任命其为国家安全局局长。特朗普签令：2028年登月！美国白宫当地时间12月18日发表声明称，特朗普当日签署了一项行政命令，为“美国优先”的太空政策制定了愿景，以确保美国在太空探索、安全和商业领域“引领世界”。该命令要求美国人到2028年重返月球，并在2030年前建立永久月球前哨站的初始设施，指示在月球和轨道上部署核反应堆。该命令通过升级发射基础设施和开发商业途径，以在2030年前取代国际空间站，从而刺激私营部门的创新和投资。该命令指示总统科学技术顾问协调国家太空政策工作，并指示联邦各部门和机构共同执行该命令，包括简化采购流程、实施相关的太空安全战略，确保拥有适当的人力资源来实现这些目标。据央视新闻报道，此前一天，即当地时间12月17日，美国参议院以67票赞成、30票反对的投票结果，确认亿万富翁私人宇航员贾里德·艾萨克曼担任美国国家航空航天局（NASA）第15任局长。艾萨克曼是美国支付服务商“Shift4支付”的创始人兼首席执行官，也是马斯克的好友。他曾于去年12月首次被特朗普提名担任美航天局局长，但提名在今年5月底被撤回。11月4日，特朗普再次提名他出任该职位。2024年9月，美国太空探索技术公司（SpaceX）发射“龙”飞船展开太空行走任务，艾萨克曼是4名宇航员之一，并在任务中出舱，完成了全球首次商业太空行走。此次任务由艾萨克曼和SpaceX共同出资。分析人士指出，特朗普最新签署的行政命令，以及美参议院确认艾萨克曼出任美航天局局长，均对美国SpaceX等商业航天公司构成“利好”。据报道，马斯克旗下的SpaceX可能在明年上市，这家公司正计划进行一轮内部股份出售，估值达到8000亿美元，由此成为全球估值最高的未上市企业。其首次公开募股（IPO）也将成为史上最大。有观点认为，SpaceX上市将使马斯克成为关注焦点，为特斯拉再添动力。“从历史经验来看，马斯克旗下某家公司取得重大里程碑式的成就时，往往会提振对其他公司的信心。”50 Park Investments首席执行官Adam Sarhan表示，“高调的SpaceX IPO可能吸引一批被其创新故事打动的新投资者 —— 而且这种热情往往也会蔓延到特斯拉。”彭博行业研究分析师Steve Man表示，截至目前，特斯拉股价已经受益于围绕SpaceX的热度。他表示，两家公司的使命相互关联，描绘了这样一个未来：特斯拉的Optimus机器人助力马斯克的火星殖民雄心，而SpaceX的星链系统则增强地球上车辆的连接性。特朗普签署2026财年国防授权法案据央视新闻报道，当地时间12月18日，美国总统特朗普签署总额达9010亿美元的2026财年国防授权法案。参议院12月17日以77票赞成、20票反对的表决结果通过了这一法案。众议院已于12月10日投票通过该法案。据悉，法案内容包括提高美国现役军人薪酬，支持在美国西南边境部署国民警卫队和现役部队以拦截非法移民和毒品，开发“金穹”导弹防御系统和提升军事战备水平等措施。法案还要求在未来两年每年向乌克兰提供4亿美元军事援助，废除国会2002年授权政府对伊拉克动武的决议、取消对叙利亚的制裁。法案还包含一项条款，要求国防部长赫格塞思交出美军9月2日在加勒比海攻击一艘美方所谓“贩毒船”并杀死两名生还者的未剪辑录像及行动命令副本。赫格塞思16日对媒体表示，国防部不会向公众公开这一完整视频，参众两院的军事委员会成员将观看这一视频。美国国会参众两院每年依据宪法通过下一财年国防授权法案，由总统签署成为法律，该法案是美国防务年度开支预算和国防政策的指导性文件。责编：罗晓霞排版：王璐璐校对：王蔚百万用户都在看“黑天鹅”突袭！刚刚，全线大跌！1.9万股民狂欢！中一签，暴赚30万元！知名大佬浮盈百亿！沐曦股份，暴涨568%！20%涨停！AI，传来重磅消息！A股，重要调整！A股突发！芯片大牛股，终止重组！违法和不良信息举报电话：0755-83514034邮箱：bwb@stcn.com","news_type":1,"symbols_score_info":{"UFO":0.6,"TSYW.SI":0.6,"RKLB":1.91,"ASTS":1.89,"HWM":1.87}},"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511701416370216,"gmtCreate":1765954057726,"gmtModify":1765954060147,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511701416370216","repostId":"1133906484","repostType":2,"repost":{"id":"1133906484","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1765950875,"share":"https://www.laohu8.com/m/news/1133906484?lang=zh_CN&edition=full","pubTime":"2025-12-17 13:54","market":"us","language":"zh","title":"美国银行2026年押注这6只人工智能顶级芯片股","url":"https://stock-news.laohu8.com/highlight/detail?id=1133906484","media":"老虎资讯综合","summary":"美国银行表示，人工智能仍将是2026年最值得布局的投资主题。Arya预计，2026年半导体销售额将再增长约30%，首次接近1万亿美元规模。美国银行推荐名单中的第三只股票是 $拉姆研究$ 。Arya给出的195美元目标价意味着约19%的潜在上涨空间。","content":"<html><head></head><body><p style=\"text-align: left;\">美国银行表示，人工智能仍将是2026年最值得布局的投资主题。</p><p style=\"text-align: left;\">在周二发布的一份研报中，该行指出，AI投资周期仍处于早期至中期阶段。由Vivek Arya领衔的分析团队预计，芯片制造商将继续带来具有吸引力、但波动较大的回报，并认为华尔街整体共识仍然低估了这些股票所承担的“关键性”使命。</p><p style=\"text-align: left;\">Arya在报告中写道：“AI投资进入‘中期低潮’，但我们预计，在数据中心利用率强劲、供给偏紧、企业级采用加速，以及大语言模型（LLM）开发商、超大规模云厂商和主权客户之间竞争加剧的推动下，AI半导体在未来一年仍将实现同比50%以上的稳健增长。对AI投资回报和超大规模云厂商现金流的更严格审视，可能会令股价维持震荡，但这一影响将被更新、更快的LLM开发商以及服务于企业和主权客户的AI工厂所部分抵消。”</p><p style=\"text-align: left;\">Arya预计，2026年半导体销售额将再增长约30%，首次接近1万亿美元规模。</p><p style=\"text-align: left;\">在同一份研报中，他还给出了该板块中自己最看好的六只大型股，重点关注公司质量和行业领导地位，如下所示：</p><p style=\"text-align: left;\"><strong>美国银行2026年最看好的6只AI股票</strong></p><table style=\"border-collapse: collapse;\"><colgroup><col/><col/><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">股票代码</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">公司</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">12月15日收盘价</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">目标价</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">上涨空间</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">NVDA</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> （Nvidia）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">176.29美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">275美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">56%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">AVGO</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/AVGO\">博通</a> （Broadcom）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">339.81美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">500美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">47%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">LRCX</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/LRCX\">拉姆研究</a> （Lam Research）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">164.30美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">195美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">19%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">KLAC</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/KLAC\">科磊</a>  （KLA）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">1,125.11美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">1,450美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">29%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">ADI</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/ADI\">亚德诺</a> （Analog Devices）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">280.44美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">320美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">14%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">CDNS</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/CDNS\">铿腾电子</a> （Cadence Design Systems）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">318.43美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">400美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">26%</p></td></tr></tbody></table><p style=\"text-align: left;\">来源：美国银行</p><p style=\"text-align: left;\">作为AI领域的“海报股”，今年以来上涨32%的 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> ，仍是美国银行2026年最看好的六只股票之一。Arya给出的275美元目标价意味着，黄仁勋领导的这家公司的目标价较当前水平仍有56%的上涨空间。Arya表示，英伟达目前的估值“极具吸引力”，其市盈率仅相当于自身增长率的一半，同时拥有稳健的产品管线和充足的潜在催化因素。</p><p style=\"text-align: left;\">他写道：“我们的目标价基于英伟达在高速增长的AI计算和网络市场中的领先份额，尽管全球AI项目存在阶段性波动、游戏市场具有周期性，以及对电力供应可得性的担忧，这些因素对其形成一定对冲。”</p><p style=\"text-align: left;\">同样被评为“买入”评级的 <a href=\"https://laohu8.com/S/AVGO\">博通</a> ，在Arya的六大首选中具备第二大的潜在上涨空间。他认为，凭借“两位数的每股收益增长，以及半导体行业中最出色的盈利能力、自由现金流创造能力和资本回报”，该股较周一收盘价有望上涨47%。</p><p style=\"text-align: left;\">美国银行推荐名单中的第三只股票是 <a href=\"https://laohu8.com/S/LRCX\">拉姆研究</a> 。Arya给出的195美元目标价意味着约19%的潜在上涨空间。</p><p style=\"text-align: left;\">Arya写道：“我们的目标价依据处于历史9倍至40倍交易区间的偏上水平，这一估值由持续的存储器晶圆制造设备（WFE）周期、长期中等偏十几的每股收益复合年增长率、刻蚀/沉积设备的产品领先地位、刻蚀/沉积环节强度提升、市场份额扩大、代工/逻辑业务相对存储业务的敞口提升、NAND复苏前景改善以及稳健的自由现金流创造能力所支撑；同时，短期内的成本通胀和关税问题构成一定压力。”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国银行2026年押注这6只人工智能顶级芯片股</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国银行2026年押注这6只人工智能顶级芯片股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-12-17 13:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">美国银行表示，人工智能仍将是2026年最值得布局的投资主题。</p><p style=\"text-align: left;\">在周二发布的一份研报中，该行指出，AI投资周期仍处于早期至中期阶段。由Vivek Arya领衔的分析团队预计，芯片制造商将继续带来具有吸引力、但波动较大的回报，并认为华尔街整体共识仍然低估了这些股票所承担的“关键性”使命。</p><p style=\"text-align: left;\">Arya在报告中写道：“AI投资进入‘中期低潮’，但我们预计，在数据中心利用率强劲、供给偏紧、企业级采用加速，以及大语言模型（LLM）开发商、超大规模云厂商和主权客户之间竞争加剧的推动下，AI半导体在未来一年仍将实现同比50%以上的稳健增长。对AI投资回报和超大规模云厂商现金流的更严格审视，可能会令股价维持震荡，但这一影响将被更新、更快的LLM开发商以及服务于企业和主权客户的AI工厂所部分抵消。”</p><p style=\"text-align: left;\">Arya预计，2026年半导体销售额将再增长约30%，首次接近1万亿美元规模。</p><p style=\"text-align: left;\">在同一份研报中，他还给出了该板块中自己最看好的六只大型股，重点关注公司质量和行业领导地位，如下所示：</p><p style=\"text-align: left;\"><strong>美国银行2026年最看好的6只AI股票</strong></p><table style=\"border-collapse: collapse;\"><colgroup><col/><col/><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">股票代码</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">公司</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">12月15日收盘价</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">目标价</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">上涨空间</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">NVDA</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> （Nvidia）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">176.29美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">275美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">56%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">AVGO</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/AVGO\">博通</a> （Broadcom）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">339.81美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">500美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">47%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">LRCX</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/LRCX\">拉姆研究</a> （Lam Research）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">164.30美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">195美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">19%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">KLAC</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/KLAC\">科磊</a>  （KLA）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">1,125.11美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">1,450美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">29%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">ADI</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/ADI\">亚德诺</a> （Analog Devices）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">280.44美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">320美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">14%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">CDNS</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/CDNS\">铿腾电子</a> （Cadence Design Systems）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">318.43美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">400美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">26%</p></td></tr></tbody></table><p style=\"text-align: left;\">来源：美国银行</p><p style=\"text-align: left;\">作为AI领域的“海报股”，今年以来上涨32%的 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> ，仍是美国银行2026年最看好的六只股票之一。Arya给出的275美元目标价意味着，黄仁勋领导的这家公司的目标价较当前水平仍有56%的上涨空间。Arya表示，英伟达目前的估值“极具吸引力”，其市盈率仅相当于自身增长率的一半，同时拥有稳健的产品管线和充足的潜在催化因素。</p><p style=\"text-align: left;\">他写道：“我们的目标价基于英伟达在高速增长的AI计算和网络市场中的领先份额，尽管全球AI项目存在阶段性波动、游戏市场具有周期性，以及对电力供应可得性的担忧，这些因素对其形成一定对冲。”</p><p style=\"text-align: left;\">同样被评为“买入”评级的 <a href=\"https://laohu8.com/S/AVGO\">博通</a> ，在Arya的六大首选中具备第二大的潜在上涨空间。他认为，凭借“两位数的每股收益增长，以及半导体行业中最出色的盈利能力、自由现金流创造能力和资本回报”，该股较周一收盘价有望上涨47%。</p><p style=\"text-align: left;\">美国银行推荐名单中的第三只股票是 <a href=\"https://laohu8.com/S/LRCX\">拉姆研究</a> 。Arya给出的195美元目标价意味着约19%的潜在上涨空间。</p><p style=\"text-align: left;\">Arya写道：“我们的目标价依据处于历史9倍至40倍交易区间的偏上水平，这一估值由持续的存储器晶圆制造设备（WFE）周期、长期中等偏十几的每股收益复合年增长率、刻蚀/沉积设备的产品领先地位、刻蚀/沉积环节强度提升、市场份额扩大、代工/逻辑业务相对存储业务的敞口提升、NAND复苏前景改善以及稳健的自由现金流创造能力所支撑；同时，短期内的成本通胀和关税问题构成一定压力。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/a97eb9a14d755a31467860c91b81c811","relate_stocks":{"KLAC":"科磊","ADI":"亚德诺","LRCX":"拉姆研究","NVDA":"英伟达","CDNS":"铿腾电子","AVGO":"博通"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133906484","content_text":"美国银行表示，人工智能仍将是2026年最值得布局的投资主题。在周二发布的一份研报中，该行指出，AI投资周期仍处于早期至中期阶段。由Vivek Arya领衔的分析团队预计，芯片制造商将继续带来具有吸引力、但波动较大的回报，并认为华尔街整体共识仍然低估了这些股票所承担的“关键性”使命。Arya在报告中写道：“AI投资进入‘中期低潮’，但我们预计，在数据中心利用率强劲、供给偏紧、企业级采用加速，以及大语言模型（LLM）开发商、超大规模云厂商和主权客户之间竞争加剧的推动下，AI半导体在未来一年仍将实现同比50%以上的稳健增长。对AI投资回报和超大规模云厂商现金流的更严格审视，可能会令股价维持震荡，但这一影响将被更新、更快的LLM开发商以及服务于企业和主权客户的AI工厂所部分抵消。”Arya预计，2026年半导体销售额将再增长约30%，首次接近1万亿美元规模。在同一份研报中，他还给出了该板块中自己最看好的六只大型股，重点关注公司质量和行业领导地位，如下所示：美国银行2026年最看好的6只AI股票股票代码公司12月15日收盘价目标价上涨空间NVDA 英伟达 （Nvidia）176.29美元275美元56%AVGO 博通 （Broadcom）339.81美元500美元47%LRCX 拉姆研究 （Lam Research）164.30美元195美元19%KLAC 科磊  （KLA）1,125.11美元1,450美元29%ADI 亚德诺 （Analog Devices）280.44美元320美元14%CDNS 铿腾电子 （Cadence Design Systems）318.43美元400美元26%来源：美国银行作为AI领域的“海报股”，今年以来上涨32%的 英伟达 ，仍是美国银行2026年最看好的六只股票之一。Arya给出的275美元目标价意味着，黄仁勋领导的这家公司的目标价较当前水平仍有56%的上涨空间。Arya表示，英伟达目前的估值“极具吸引力”，其市盈率仅相当于自身增长率的一半，同时拥有稳健的产品管线和充足的潜在催化因素。他写道：“我们的目标价基于英伟达在高速增长的AI计算和网络市场中的领先份额，尽管全球AI项目存在阶段性波动、游戏市场具有周期性，以及对电力供应可得性的担忧，这些因素对其形成一定对冲。”同样被评为“买入”评级的 博通 ，在Arya的六大首选中具备第二大的潜在上涨空间。他认为，凭借“两位数的每股收益增长，以及半导体行业中最出色的盈利能力、自由现金流创造能力和资本回报”，该股较周一收盘价有望上涨47%。美国银行推荐名单中的第三只股票是 拉姆研究 。Arya给出的195美元目标价意味着约19%的潜在上涨空间。Arya写道：“我们的目标价依据处于历史9倍至40倍交易区间的偏上水平，这一估值由持续的存储器晶圆制造设备（WFE）周期、长期中等偏十几的每股收益复合年增长率、刻蚀/沉积设备的产品领先地位、刻蚀/沉积环节强度提升、市场份额扩大、代工/逻辑业务相对存储业务的敞口提升、NAND复苏前景改善以及稳健的自由现金流创造能力所支撑；同时，短期内的成本通胀和关税问题构成一定压力。”","news_type":1,"symbols_score_info":{"AVGO":2,"KLAC":2,"CDNS":2,"ADI":2,"NVDA":2,"LRCX":2}},"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":510713056489472,"gmtCreate":1765698650284,"gmtModify":1765698652575,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/510713056489472","repostId":"510631257858192","repostType":1,"repost":{"id":510631257858192,"gmtCreate":1765698510395,"gmtModify":1765698575478,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"【一周科技动态】英伟达被甲骨文，博通财报拖累，AI领导地位是否还在？","htmlText":"本周宏观主线12月FOMC如期降息25bp，并启动约400亿美元的短期国债购入以补充体系准备金，但市场的核心关注点并非政策操作本身，而是鲍威尔罕见地承认当前就业增长可能被“系统性高估”。最新点阵图对2026年利率路径分歧显著扩大，尽管中位数仍指向一次25bp降息，但区间从零降息到150bp降息全覆盖，反映决策层对经济后续走势缺乏共识。企业层面，Oracle 财报引发市场对 AI Capex 回报率的首次系统性担忧。 疲软的云收入与大幅提升的资本开支导致股价重挫近11%，并拖累纳指，使投资者开始重新评估 AI 投资周期中“上游算力繁荣与下游需求兑现”之间的结构性错配。整个科技板块的估值溢价因此面临一定压缩。大科技本周在周五科技股抛售大跌。截止12.4收盘，过去一周过半下跌。截止周五收盘，nvidia，goog大跌4%左右。一周大科技核心观点- <a href=\"https://laohu8.com/S/NVDA\">$NVIDIA(NVDA)$</a> 被 <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> ， <a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> 财报拖累，美银维持看好nvidia在ai领域的领先地位据路透社报道，中国对H200芯片的需求已超出英伟达当前产能，英伟达正评估增加H200 AI芯片产量。但是nvda在周五暴跌.美银最新的 NVDA 投资者会议总结给出强烈的正面信号：维持 Buy，重申最高评级 Top Pick，目标价 $275。NVDA 当前估值为 25x/19x 2026/2027 PE，美银认为相比“收益增速”只有 0.5×PEG，明显低估（Mag7 与成长股平均 PEG 在 2x）。BofA 认为，Nvidia 在 AI 计算领域的技术与商业领","listText":"本周宏观主线12月FOMC如期降息25bp，并启动约400亿美元的短期国债购入以补充体系准备金，但市场的核心关注点并非政策操作本身，而是鲍威尔罕见地承认当前就业增长可能被“系统性高估”。最新点阵图对2026年利率路径分歧显著扩大，尽管中位数仍指向一次25bp降息，但区间从零降息到150bp降息全覆盖，反映决策层对经济后续走势缺乏共识。企业层面，Oracle 财报引发市场对 AI Capex 回报率的首次系统性担忧。 疲软的云收入与大幅提升的资本开支导致股价重挫近11%，并拖累纳指，使投资者开始重新评估 AI 投资周期中“上游算力繁荣与下游需求兑现”之间的结构性错配。整个科技板块的估值溢价因此面临一定压缩。大科技本周在周五科技股抛售大跌。截止12.4收盘，过去一周过半下跌。截止周五收盘，nvidia，goog大跌4%左右。一周大科技核心观点- <a href=\"https://laohu8.com/S/NVDA\">$NVIDIA(NVDA)$</a> 被 <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> ， <a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> 财报拖累，美银维持看好nvidia在ai领域的领先地位据路透社报道，中国对H200芯片的需求已超出英伟达当前产能，英伟达正评估增加H200 AI芯片产量。但是nvda在周五暴跌.美银最新的 NVDA 投资者会议总结给出强烈的正面信号：维持 Buy，重申最高评级 Top Pick，目标价 $275。NVDA 当前估值为 25x/19x 2026/2027 PE，美银认为相比“收益增速”只有 0.5×PEG，明显低估（Mag7 与成长股平均 PEG 在 2x）。BofA 认为，Nvidia 在 AI 计算领域的技术与商业领","text":"本周宏观主线12月FOMC如期降息25bp，并启动约400亿美元的短期国债购入以补充体系准备金，但市场的核心关注点并非政策操作本身，而是鲍威尔罕见地承认当前就业增长可能被“系统性高估”。最新点阵图对2026年利率路径分歧显著扩大，尽管中位数仍指向一次25bp降息，但区间从零降息到150bp降息全覆盖，反映决策层对经济后续走势缺乏共识。企业层面，Oracle 财报引发市场对 AI Capex 回报率的首次系统性担忧。 疲软的云收入与大幅提升的资本开支导致股价重挫近11%，并拖累纳指，使投资者开始重新评估 AI 投资周期中“上游算力繁荣与下游需求兑现”之间的结构性错配。整个科技板块的估值溢价因此面临一定压缩。大科技本周在周五科技股抛售大跌。截止12.4收盘，过去一周过半下跌。截止周五收盘，nvidia，goog大跌4%左右。一周大科技核心观点- $NVIDIA(NVDA)$ 被 $甲骨文(ORCL)$ ， $博通(AVGO)$ 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04:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>闪迪公司(SNDK)今日盘中大涨5.06%，成为市场焦点。</p><p>消息面上，行业媒体报道称NAND闪存短缺程度远超预期，美光科技近期NAND报价单月涨幅接近50%，且多家模组厂库存仅能维持至2026年第一季度。这一供需失衡局面直接利好闪迪等NAND主要供应商，市场预期其产品定价能力与盈利能力将显著提升。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDK":"闪迪"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143208528","content_text":"闪迪公司(SNDK)今日盘中大涨5.06%，成为市场焦点。消息面上，行业媒体报道称NAND闪存短缺程度远超预期，美光科技近期NAND报价单月涨幅接近50%，且多家模组厂库存仅能维持至2026年第一季度。这一供需失衡局面直接利好闪迪等NAND主要供应商，市场预期其产品定价能力与盈利能力将显著提升。","news_type":1,"symbols_score_info":{"SNDK":1}},"isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509499605185096,"gmtCreate":1765427563817,"gmtModify":1765427565616,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509499605185096","repostId":"2590304746","repostType":4,"repost":{"id":"2590304746","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1765354726,"share":"https://www.laohu8.com/m/news/2590304746?lang=zh_CN&edition=full","pubTime":"2025-12-10 16:18","market":"us","language":"zh","title":"美银自动驾驶深度报告：无人网约车规模可达万亿，每英里成本2美元将是引爆点","url":"https://stock-news.laohu8.com/highlight/detail?id=2590304746","media":"华尔街见闻","summary":"美银认为，若自动驾驶将每英里成本从当前2.5-3美元降至2美元以下（接近私家车0.7-1.06美元成本），且渗透率达20%，市场规模将达0.9-1.2万亿美元。Uber即使份额降至50%，订单量仍可实现17%年复合增长，但面临Waymo、特斯拉等巨头价格战威胁。","content":"<p>12月10日，据追风交易台消息，美银全球研究部在最新深度研报中称，当前网约车服务仅占美国3万亿英里年度汽车行驶里程的1%。这就是科技巨头们（特斯拉Robotaxi、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>Waymo、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>Zoox等）为何不惜血本也要杀入战场的根本原因。</p><p>该行分析师Justin Post表示，据测算显示，若自动驾驶技术能将每英里出行成本降至1.5-2.0美元，接近私家车持有成本，且自动驾驶渗透率在15年内达到20%，<strong>市场规模将达到0.9-1.2万亿美元</strong>。</p><p>目前美国网约车每英里成本普遍在2.5-3.0美元，而私家车每英里持有成本仅为0.70-1.06美元，巨大的价差限制了网约车的普及。美银认为，<strong>每英里定价降至2.00美元以下将成为自动驾驶网约车大规模普及的临界点。</strong></p><p>随着低成本自动驾驶汽车落地后，网约车行业利润率能否维持是当前核心争议。美银详细拆解了所有权、租赁、代理三种模式下的盈亏平衡点。对于行业领导者Uber而言，美银测算显示，<strong>即使市场份额从当前的70%-80%下降至50%，凭借市场扩容效应，Uber的订单量仍可能在2040年增至5890亿美元，实现17%的年复合增长率</strong>。</p><h2 id=\"id_418471490\">万亿市场空间：从1%到20%的跨越</h2><p>研报称，美国联邦公路管理局数据显示，截至2025年7月的12个月内，美国汽车总行驶里程约3.30万亿英里。剔除占比约10.4%的大型货车里程后，乘用车年均行驶里程约3万亿英里。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25ef4d459e09ca188067292bb2aa5a4d\" tg-width=\"796\" tg-height=\"488\"></p><p>目前网约车服务对这一庞大市场的渗透极为有限。美银基于Uber 30%订单、<a href=\"https://laohu8.com/S/LYFT\">Lyft</a> 90%订单为美国本土业务，以及平均单次行程5.4英里的假设测算，<strong>2024年美国网约车行驶里程仅占全国总里程的1%</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f03c24cbebc1a11da32c2ae953741299\" tg-width=\"767\" tg-height=\"310\"></p><p>研报指出，<strong>自动驾驶技术被视为打破这一瓶颈的关键。</strong>美国汽车协会数据显示，<strong>私家车每英里综合持有成本为0.70-1.06美元</strong>，涵盖燃油、保养、保险、折旧等各项费用。而当前美国网约车每英里成本普遍在2.5-3.0美元，巨大的价格差距使多数消费者从经济角度选择保有私家车。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d03bb106c13cf65e0712f56ff265159\" tg-width=\"763\" tg-height=\"459\"></p><p>美银认为，若自动驾驶网约车能将每英里成本降至2.00美元以下，将成为推动其大规模普及的临界点。</p><p>以年均行驶1万英里的乘客为例，按每英里1.80美元计算，年出行支出为1.8万美元，虽仍高于城市私家车持有成本(1.06万美元)，但消费者可能因无需自驾、无需处理车辆维护等便利性而愿意支付溢价。</p><p>在此基础上，美银假设长期规模化后<strong>每英里定价为1.5-2.0美元、自动驾驶渗透率达20%，对应市场规模为0.9-1.2万亿美元</strong>。这一预测还考虑到自动驾驶技术可打破驾驶员资质、身体条件等限制，若实现主流普及，汽车总行驶里程或将进一步增长。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5795cd8f43d5bbab8b401db5f50e28ca\" tg-width=\"771\" tg-height=\"290\"></p><p>美银在研报中特别提到了中国AV平台的成本优势，这对美国市场是一个积极的信号，表明技术成本下降是可行的。具体来看：</p><blockquote><p><a href=\"https://laohu8.com/S/BIDU\">百度</a>阿波罗第六代自动驾驶汽车成本仅2.8万美元，远低于美银分析中7.5万美元的基准成本。</p><p><a href=\"https://laohu8.com/S/PONY\">小马智行</a>首席财务官王磊表示，公司有望在2025年底前实现单车盈亏平衡甚至盈利，成本优化源于第七代车型成本降低70%、保险成本下降18%等因素。</p><p>文远知行投资者报告显示，其自动驾驶汽车在美国市场或有望实现67%的利润率。</p></blockquote><h2 id=\"id_220785464\">利润率测算：三种模式的盈亏平衡点</h2><p>低成本自动驾驶汽车落地后，网约车行业利润率能否维持是当前核心争议。</p><p>美银通过拆解成本结构，测算了Uber维持约10%利润率所需的每英里车费盈亏平衡点。</p><blockquote><p>当前人工驾驶模式下，美银假设<a href=\"https://laohu8.com/S/UBER\">优步</a>美国市场每英里订单价约2.75美元，对应约10%的运营利润率。成本构成中，司机薪酬约1.6美元，保险成本0.40美元，激励补贴、福利等0.3美元，运营费用占营收28%，<strong>每英里运营利润约0.26美元</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4da17aad2868b9df5fe2702ae528eed4\" tg-width=\"780\" tg-height=\"302\"></p></blockquote><p>针对Uber首席执行官Dara Khosrowshahi提出的所有权、租赁、代理三种自动驾驶商业模式，美银分别进行了测算。</p><p><strong>所有权模式：</strong>平台自主持有车队并独享全部营收。</p><p>美银假设车辆使用率72%，对应年创收里程5.4万英里，车辆按4年折旧。基准情景下(车辆成本7.5万美元)，每英里定价需达1.95美元才能维持10%利润率。</p><p>若车辆成本降至4.5万美元且运营成本优化，每英里定价可低至1.53美元。该模式资本密集度最高，但平台可留存100%营收，在市场向好时收益最大化。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0230e67f762a26de12b1fa85f0973673\" tg-width=\"840\" tg-height=\"539\"></p><p><strong>租赁模式：</strong>平台向整车厂商或金融机构租赁车辆，按每英里支付固定费用。基准情景下，美银估算每英里租赁费率为0.54美元，平台需将每英里定价设为2.08美元才能实现10%利润率。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4aeb661910c060bc9afef8cfde9e143c\" tg-width=\"773\" tg-height=\"519\"></p><p>若车辆成本降至4.5万美元，每英里定价可降至1.65美元。该模式可帮助平台保持轻资本运营，但低需求时段可能给利润率带来压力。</p><p><strong>代理模式：</strong>类似当前司机合作模式的营收分成机制。基准情景下，假设整车厂商可从车辆成本中获取12%的利润率，平台需向车辆所有者支付每英里1.5美元的分成，每英里定价需达2.15美元才能维持10%利润率。</p><p>若车辆成本降至4.5万美元，每英里定价可降至1.68美元。该模式资本密集度最低，成本随订单量浮动，但利润率上限相对受限。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7576af4c78c6c02dbb8fe1ee280c453b\" tg-width=\"769\" tg-height=\"450\"></p><p><strong>美银的核心假设包括：</strong>自动驾驶汽车年均行驶7.5万英里、总寿命30万英里、每千瓦时电量支持行驶3英里、每英里保险成本从当前0.40美元降至0.20美元等<strong>。基准情景下单车年潜在利润(未计入营销及企业运营费用)为2.4万美元，乐观情景下可达4.4万美元。</strong></p><h2 id=\"id_4013883179\">市场份额博弈：Uber能否守住半壁江山</h2><p>研报指出，美银估算Uber目前在美国网约车市场的份额为70%-80%，2025年其美国出行板块订单量约为530亿美元。随着Waymo、特斯拉、Zoox等资金雄厚的竞争者入局，市场份额被侵蚀的风险正在上升。</p><p>研报针对不同市场份额情景进行了测算：</p><blockquote><p>在基准情景中，若优步市场份额降至50%，假设到2040年自动驾驶全面普及、市场规模达1.2万亿美元，优步订单量有望增至5890亿美元，对应15年年复合增长率17%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4c90a05d0920993b72282faa2e02ff9\" tg-width=\"789\" tg-height=\"536\"></p><p>悲观情景下，若优步市场份额跌至30%、订单量3530亿美元，<strong>15年年复合增长率仍能达到13%</strong>。若网约车渗透率达到20%的时间延长至20年，且优步市场份额维持50%，其未来20年年复合增长率为13%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1adf615ce806969900452a156e5cc135\" tg-width=\"780\" tg-height=\"501\"></p><p>乐观情景下，若优步守住70%市场份额，订单量可达8250亿美元，年复合增长率达20%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e8bad36fe9f576800d6e7016f493a67\" tg-width=\"768\" tg-height=\"269\"></p></blockquote><p>美银认为，尽管面临竞争压力，网约车行业仍存在显著的网络效应。<strong>这一方面会将美国面向消费者的网约车竞争者数量限制在3-4家，另一方面也将支撑行业维持可观利润率。</strong>若Uber能顺利整合自动驾驶技术，将持续保持对消费者的吸引力。</p><p>研报指出，美国加州的早期数据为这一判断提供了支撑。2025年第三季度Waymo在加州订单量达270万单，同比增长192%，但来福车表示有自动驾驶汽车运营的市场，其网约车业务增速为无自动驾驶市场的5倍。</p><p>Uber也称在Waymo参与竞争的加州市场，其业务增速高于美国其他市场，显示自动驾驶正在推动市场扩容而非相互蚕食。</p><h2 id=\"id_1291310941\">巨头之间的价格战风险</h2><p>虽然前景乐观，但是美银也在报告中称Uber和Lyft也面临显著风险。</p><p><strong>Waymo的先发优势：</strong>Waymo正在美国多市场加速拓展，已在休斯顿、达拉斯、迈阿密等城市即将上线服务，而优步仅在奥斯汀、亚特兰大开展合作。Waymo已在多城积累大量无人驾驶里程，这将进一步优化其自动驾驶软件。</p><p><strong>成本碾压：</strong>特斯拉曾表示计划打造成本低至3万美元的自动驾驶汽车，Zoox则在研发无驾驶操控装置的低成本专属自动驾驶乘用车。若Uber和Lyft车无法获取低成本自动驾驶车辆，竞争对手或将凭借价格优势抢占市场份额。</p><p><strong>价格战：</strong><a href=\"https://laohu8.com/S/GOOGL\">谷歌</a> (Waymo)、亚马逊(Zoox) 和<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>（Robotaxi）都是“深口袋”玩家。为了抢占市场份额，他们完全有能力在早期通过激进的低价策略承受亏损，从而迫使Uber卷入残酷的价格战。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美银自动驾驶深度报告：无人网约车规模可达万亿，每英里成本2美元将是引爆点</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美银自动驾驶深度报告：无人网约车规模可达万亿，每英里成本2美元将是引爆点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-10 16:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3761092><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月10日，据追风交易台消息，美银全球研究部在最新深度研报中称，当前网约车服务仅占美国3万亿英里年度汽车行驶里程的1%。这就是科技巨头们（特斯拉Robotaxi、谷歌Waymo、亚马逊Zoox等）为何不惜血本也要杀入战场的根本原因。该行分析师Justin Post表示，据测算显示，若自动驾驶技术能将每英里出行成本降至1.5-2.0美元，接近私家车持有成本，且自动驾驶渗透率在15年内达到20%，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3761092\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","WRD":"文远知行","UBER":"优步","LYFT":"Lyft, Inc.","PONY":"小马智行"},"source_url":"https://wallstreetcn.com/articles/3761092","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2590304746","content_text":"12月10日，据追风交易台消息，美银全球研究部在最新深度研报中称，当前网约车服务仅占美国3万亿英里年度汽车行驶里程的1%。这就是科技巨头们（特斯拉Robotaxi、谷歌Waymo、亚马逊Zoox等）为何不惜血本也要杀入战场的根本原因。该行分析师Justin Post表示，据测算显示，若自动驾驶技术能将每英里出行成本降至1.5-2.0美元，接近私家车持有成本，且自动驾驶渗透率在15年内达到20%，市场规模将达到0.9-1.2万亿美元。目前美国网约车每英里成本普遍在2.5-3.0美元，而私家车每英里持有成本仅为0.70-1.06美元，巨大的价差限制了网约车的普及。美银认为，每英里定价降至2.00美元以下将成为自动驾驶网约车大规模普及的临界点。随着低成本自动驾驶汽车落地后，网约车行业利润率能否维持是当前核心争议。美银详细拆解了所有权、租赁、代理三种模式下的盈亏平衡点。对于行业领导者Uber而言，美银测算显示，即使市场份额从当前的70%-80%下降至50%，凭借市场扩容效应，Uber的订单量仍可能在2040年增至5890亿美元，实现17%的年复合增长率。万亿市场空间：从1%到20%的跨越研报称，美国联邦公路管理局数据显示，截至2025年7月的12个月内，美国汽车总行驶里程约3.30万亿英里。剔除占比约10.4%的大型货车里程后，乘用车年均行驶里程约3万亿英里。目前网约车服务对这一庞大市场的渗透极为有限。美银基于Uber 30%订单、Lyft 90%订单为美国本土业务，以及平均单次行程5.4英里的假设测算，2024年美国网约车行驶里程仅占全国总里程的1%。研报指出，自动驾驶技术被视为打破这一瓶颈的关键。美国汽车协会数据显示，私家车每英里综合持有成本为0.70-1.06美元，涵盖燃油、保养、保险、折旧等各项费用。而当前美国网约车每英里成本普遍在2.5-3.0美元，巨大的价格差距使多数消费者从经济角度选择保有私家车。美银认为，若自动驾驶网约车能将每英里成本降至2.00美元以下，将成为推动其大规模普及的临界点。以年均行驶1万英里的乘客为例，按每英里1.80美元计算，年出行支出为1.8万美元，虽仍高于城市私家车持有成本(1.06万美元)，但消费者可能因无需自驾、无需处理车辆维护等便利性而愿意支付溢价。在此基础上，美银假设长期规模化后每英里定价为1.5-2.0美元、自动驾驶渗透率达20%，对应市场规模为0.9-1.2万亿美元。这一预测还考虑到自动驾驶技术可打破驾驶员资质、身体条件等限制，若实现主流普及，汽车总行驶里程或将进一步增长。美银在研报中特别提到了中国AV平台的成本优势，这对美国市场是一个积极的信号，表明技术成本下降是可行的。具体来看：百度阿波罗第六代自动驾驶汽车成本仅2.8万美元，远低于美银分析中7.5万美元的基准成本。小马智行首席财务官王磊表示，公司有望在2025年底前实现单车盈亏平衡甚至盈利，成本优化源于第七代车型成本降低70%、保险成本下降18%等因素。文远知行投资者报告显示，其自动驾驶汽车在美国市场或有望实现67%的利润率。利润率测算：三种模式的盈亏平衡点低成本自动驾驶汽车落地后，网约车行业利润率能否维持是当前核心争议。美银通过拆解成本结构，测算了Uber维持约10%利润率所需的每英里车费盈亏平衡点。当前人工驾驶模式下，美银假设优步美国市场每英里订单价约2.75美元，对应约10%的运营利润率。成本构成中，司机薪酬约1.6美元，保险成本0.40美元，激励补贴、福利等0.3美元，运营费用占营收28%，每英里运营利润约0.26美元。针对Uber首席执行官Dara Khosrowshahi提出的所有权、租赁、代理三种自动驾驶商业模式，美银分别进行了测算。所有权模式：平台自主持有车队并独享全部营收。美银假设车辆使用率72%，对应年创收里程5.4万英里，车辆按4年折旧。基准情景下(车辆成本7.5万美元)，每英里定价需达1.95美元才能维持10%利润率。若车辆成本降至4.5万美元且运营成本优化，每英里定价可低至1.53美元。该模式资本密集度最高，但平台可留存100%营收，在市场向好时收益最大化。租赁模式：平台向整车厂商或金融机构租赁车辆，按每英里支付固定费用。基准情景下，美银估算每英里租赁费率为0.54美元，平台需将每英里定价设为2.08美元才能实现10%利润率。若车辆成本降至4.5万美元，每英里定价可降至1.65美元。该模式可帮助平台保持轻资本运营，但低需求时段可能给利润率带来压力。代理模式：类似当前司机合作模式的营收分成机制。基准情景下，假设整车厂商可从车辆成本中获取12%的利润率，平台需向车辆所有者支付每英里1.5美元的分成，每英里定价需达2.15美元才能维持10%利润率。若车辆成本降至4.5万美元，每英里定价可降至1.68美元。该模式资本密集度最低，成本随订单量浮动，但利润率上限相对受限。美银的核心假设包括：自动驾驶汽车年均行驶7.5万英里、总寿命30万英里、每千瓦时电量支持行驶3英里、每英里保险成本从当前0.40美元降至0.20美元等。基准情景下单车年潜在利润(未计入营销及企业运营费用)为2.4万美元，乐观情景下可达4.4万美元。市场份额博弈：Uber能否守住半壁江山研报指出，美银估算Uber目前在美国网约车市场的份额为70%-80%，2025年其美国出行板块订单量约为530亿美元。随着Waymo、特斯拉、Zoox等资金雄厚的竞争者入局，市场份额被侵蚀的风险正在上升。研报针对不同市场份额情景进行了测算：在基准情景中，若优步市场份额降至50%，假设到2040年自动驾驶全面普及、市场规模达1.2万亿美元，优步订单量有望增至5890亿美元，对应15年年复合增长率17%。悲观情景下，若优步市场份额跌至30%、订单量3530亿美元，15年年复合增长率仍能达到13%。若网约车渗透率达到20%的时间延长至20年，且优步市场份额维持50%，其未来20年年复合增长率为13%。乐观情景下，若优步守住70%市场份额，订单量可达8250亿美元，年复合增长率达20%。美银认为，尽管面临竞争压力，网约车行业仍存在显著的网络效应。这一方面会将美国面向消费者的网约车竞争者数量限制在3-4家，另一方面也将支撑行业维持可观利润率。若Uber能顺利整合自动驾驶技术，将持续保持对消费者的吸引力。研报指出，美国加州的早期数据为这一判断提供了支撑。2025年第三季度Waymo在加州订单量达270万单，同比增长192%，但来福车表示有自动驾驶汽车运营的市场，其网约车业务增速为无自动驾驶市场的5倍。Uber也称在Waymo参与竞争的加州市场，其业务增速高于美国其他市场，显示自动驾驶正在推动市场扩容而非相互蚕食。巨头之间的价格战风险虽然前景乐观，但是美银也在报告中称Uber和Lyft也面临显著风险。Waymo的先发优势：Waymo正在美国多市场加速拓展，已在休斯顿、达拉斯、迈阿密等城市即将上线服务，而优步仅在奥斯汀、亚特兰大开展合作。Waymo已在多城积累大量无人驾驶里程，这将进一步优化其自动驾驶软件。成本碾压：特斯拉曾表示计划打造成本低至3万美元的自动驾驶汽车，Zoox则在研发无驾驶操控装置的低成本专属自动驾驶乘用车。若Uber和Lyft车无法获取低成本自动驾驶车辆，竞争对手或将凭借价格优势抢占市场份额。价格战：谷歌 (Waymo)、亚马逊(Zoox) 和Tesla（Robotaxi）都是“深口袋”玩家。为了抢占市场份额，他们完全有能力在早期通过激进的低价策略承受亏损，从而迫使Uber卷入残酷的价格战。","news_type":1,"symbols_score_info":{"WRD":2,"LYFT":2,"PONY":2,"TSLA":2,"UBER":0.63}},"isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509499475202584,"gmtCreate":1765427531819,"gmtModify":1765427534171,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509499475202584","repostId":"1180720395","repostType":4,"repost":{"id":"1180720395","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1765384362,"share":"https://www.laohu8.com/m/news/1180720395?lang=zh_CN&edition=full","pubTime":"2025-12-11 00:32","market":"us","language":"zh","title":"异动解读 | SpaceX拟IPO消息提振太空板块，Rocket Lab盘中大涨5.07%","url":"https://stock-news.laohu8.com/highlight/detail?id=1180720395","media":"异动解读","summary":"Rocket Lab USA, Inc.今日盘中大涨5.07%，成为太空技术板块中的亮点。作为中小型卫星发射服务领域的竞争者，Rocket Lab被视为SpaceX的潜在对标公司之一，因此其股价受到连带提振。分析人士指出，SpaceX的IPO计划可能进一步推动资本流入太空技术领域，而Rocket Lab作为该领域的活跃参与者，有望从中受益。不过，目前尚无直接证据表明Rocket Lab与SpaceX的IPO存在业务关联，股价上涨更多反映了市场对行业前景的乐观情绪。","content":"<p>Rocket Lab USA, Inc.（股票代码：RKLB）今日盘中大涨5.07%，成为太空技术板块中的亮点。</p><p>消息面上，彭博社报道称马斯克旗下的SpaceX或于2026年启动IPO，募资规模可能高达300亿美元。这一消息引发了市场对太空技术板块的广泛关注，投资者纷纷押注相关企业。作为中小型卫星发射服务领域的竞争者，Rocket Lab被视为SpaceX的潜在对标公司之一，因此其股价受到连带提振。</p><p>分析人士指出，SpaceX的IPO计划可能进一步推动资本流入太空技术领域，而Rocket Lab作为该领域的活跃参与者，有望从中受益。不过，目前尚无直接证据表明Rocket Lab与SpaceX的IPO存在业务关联，股价上涨更多反映了市场对行业前景的乐观情绪。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>异动解读 | SpaceX拟IPO消息提振太空板块，Rocket Lab盘中大涨5.07%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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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异动解读 | SpaceX拟IPO消息提振太空板块，Rocket Lab盘中大涨5.07%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-12-11 00:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Rocket Lab USA, Inc.（股票代码：RKLB）今日盘中大涨5.07%，成为太空技术板块中的亮点。</p><p>消息面上，彭博社报道称马斯克旗下的SpaceX或于2026年启动IPO，募资规模可能高达300亿美元。这一消息引发了市场对太空技术板块的广泛关注，投资者纷纷押注相关企业。作为中小型卫星发射服务领域的竞争者，Rocket Lab被视为SpaceX的潜在对标公司之一，因此其股价受到连带提振。</p><p>分析人士指出，SpaceX的IPO计划可能进一步推动资本流入太空技术领域，而Rocket Lab作为该领域的活跃参与者，有望从中受益。不过，目前尚无直接证据表明Rocket Lab与SpaceX的IPO存在业务关联，股价上涨更多反映了市场对行业前景的乐观情绪。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RKLB":"Rocket Lab USA, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180720395","content_text":"Rocket Lab USA, Inc.（股票代码：RKLB）今日盘中大涨5.07%，成为太空技术板块中的亮点。消息面上，彭博社报道称马斯克旗下的SpaceX或于2026年启动IPO，募资规模可能高达300亿美元。这一消息引发了市场对太空技术板块的广泛关注，投资者纷纷押注相关企业。作为中小型卫星发射服务领域的竞争者，Rocket Lab被视为SpaceX的潜在对标公司之一，因此其股价受到连带提振。分析人士指出，SpaceX的IPO计划可能进一步推动资本流入太空技术领域，而Rocket Lab作为该领域的活跃参与者，有望从中受益。不过，目前尚无直接证据表明Rocket Lab与SpaceX的IPO存在业务关联，股价上涨更多反映了市场对行业前景的乐观情绪。","news_type":1,"symbols_score_info":{"RKLB":1}},"isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509691466551352,"gmtCreate":1765421327187,"gmtModify":1765421329614,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509691466551352","repostId":"1105563375","repostType":2,"repost":{"id":"1105563375","kind":"news","pubTimestamp":1765419462,"share":"https://www.laohu8.com/m/news/1105563375?lang=zh_CN&edition=full","pubTime":"2025-12-11 10:17","market":"us","language":"zh","title":"马斯克确认SpaceX即将上市","url":"https://stock-news.laohu8.com/highlight/detail?id=1105563375","media":"瓦砾村夫","summary":"一个多小时前，埃隆·马斯克在X上亲自确认了SpaceX即将上市的传闻。抗拒多年之后，SpaceX公司现在计划上市。这将使SpaceX能够筹集超过300亿美元的资金。现在SpaceX有望与之持平或超越这一数值。这个决定令人惊讶，因为马斯克长期以来一直抵制让SpaceX上市。此外，通过星舰项目，SpaceX正在建造第一款有可能真正将人类和大量人类生存所需物资送往火星的飞行器。马斯克还认为，一个规模更大、财力更雄厚的SpaceX对于完成火星定居是必要的。","content":"<html><head></head><body><p><strong>一个多小时前，埃隆·马斯克在X上亲自确认了SpaceX即将上市的传闻。</strong>这起可能是史上最大的IPO，即将借助AI、太空的风口轰鸣起飞。</p><p>两小时前，科技媒体Ars Technica的高级太空编辑，SpaceX传记《起飞》、《重返大气层》作者Eric Berger在X上转发了一篇他在Ars上发表的题为《抗拒数年后，SpaceX现在计划上市。原因何在?》的文章，并评论：“以下是我认为SpaceX即将上市的原因。”</p><p>埃隆火速点评，同时也确认了SpaceX上市的传闻：“<strong>一如既往，Eric的描述是准确的。</strong>”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55d7e311e4209ade6e25eef9defcfd1e\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"1204\"/></p><p>网友火速围观，一位埃隆粉甚至把股票代号都想好了：$SEX。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a656839e464d9a1805bcd75e68a460fb\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"507\"/></p><p>多年来，埃隆一直拒绝让SpaceX上市，他希望公司能专注于实现建造可快速重用的火箭，并登陆火星的愿景，上市对于公司的执行会带来额外的开销和干扰。</p><p>近几年，随着星链项目的顺利推进，他的口风有所松动，多次在访谈中透露，随着公司现金流转正并稳定，愿意将星链项目分拆单独上市。</p><p>本周二，彭博社曾报道，SpaceX计划最早于2026年中或尾以1.5万亿美元估值上市，募集超300亿美元的资金，主要用于搭建太空算力中心。</p><p>以下是Eric Berger发表的文章全文，引自Ars Technica网站。</p><h3 id=\"id_4263991924\">抗拒多年之后，SpaceX公司现在计划上市。原因何在？</h3><h3 id=\"id_3897325165\">&#34;人工智能竞赛在很大程度上取决于资产的积累和部署&#34;</h3><p>多家媒体报道，SpaceX计划明年通过IPO筹集数百亿美元，《Ars》可以证实这一消息。这标志着世界领先的航天公司及其创始人埃隆·马斯克的想法发生了重大转变。</p><p>《华尔街日报》和《The Information》上周五首先报道了IPO的可能性，彭博社在周二晚间跟进报道，称该公司将目标定为1.5万亿美元的估值。这将使SpaceX能够筹集超过300亿美元的资金。</p><p>这是一笔巨额资金。史上最大规模的IPO发生在2019年，当时国有沙特阿拉伯石油公司以阿美公司的名义开始公开交易，筹集了290亿美元。就收入而言，阿美公司是全球前五名的公司之一。</p><p>现在SpaceX有望与之持平或超越这一数值。SpaceX对公众投资者具有吸引力并不令人意外——它是全球在发射、天基通信等领域占据主导地位的航天公司。对于寻求无限增长的投资者来说，太空是最后的边疆。</p><p>但是，在公司的收入因星链互联网星座的增长而激增之际，马斯克为何现在要让SpaceX上市呢？这个决定令人惊讶，因为马斯克长期以来一直抵制让SpaceX上市。他不喜欢特斯拉受到的公开审查，并且担心股东对财务回报的渴望与他定居火星的最终目标不一致。</p><p><strong>数据中心</strong></p><p>《Ars》采访了多位熟悉马斯克及其想法的人士，以了解他为何希望让SpaceX上市。</p><p>近年来一个重大转变是人工智能的崛起。马斯克自2015年联合创立OpenAI以来就一直参与其中。后来他与联合创始人闹翻，并于2023年创办了自己的公司xAI。在特斯拉，他一直在推动智能驾驶技术，最近更专注于机器人技术。马斯克认为这些技术将在不久的将来融合，他相信这将深刻改变人类文明。</p><p>在接下来的18个月内筹集大量资金，将使马斯克拥有大量资本可以部署在SpaceX，因为他影响并参与这种技术融合。</p><p>SpaceX如何在这一领域发挥作用？在短期内，该公司计划开发一种改进版的星链卫星，作为在太空中建设数据中心的基础。在他拥有的社交媒体平台X上，马斯克10月底就说过：&#34;SpaceX会这么做。&#34;</p><p>但是，利用在地球上制造的下一代星链卫星只是他愿景的开始。&#34;更高一层的境界是在月球上建造卫星工厂，并使用质量投射器（电磁轨道炮）将人工智能卫星加速到月球逃逸速度，从而不需要火箭，&#34;马斯克上周末在X上说。&#34;这样每年可以扩展到超过100太瓦的人工智能能力，并在成为卡尔达肖夫II型文明的路上取得实质性进展。&#34;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/098a3373f46cf990ee601f5f6fd9d1ad\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"772\"/></p><p>根据一些预测分析，SpaceX明年的收入预计将达到约220亿至240亿美元。这是一大笔钱——例如，这与美国宇航局的年度预算相当，而且SpaceX部署资本的效率远远高于政府。因此，该公司将能够完成很多事情。但有了大量的现金注入，SpaceX将能够发展得更快。设计和制造卫星并发射火箭在太空部署数据中心将需要大量现金。</p><p>长期在SpaceX工作、现任加州大学伯克利分校空间科学实验室任务运营主任的阿比·特里帕西认为，一旦马斯克意识到星链卫星可以设计成分布式的数据中心网络，事情就已成定局。</p><p>&#34;那就是在这么久以来都不太可能的情况下，IPO突然变得可行的时刻，&#34;特里帕西告诉《Ars》。&#34;如果你了解埃隆的策略，你就会知道，一旦他承诺做某事，就会全力以赴。人工智能竞赛在很大程度上取决于积累和部署比竞争对手更快的资产。IPO带来的雄厚资金将极大地帮助他的事业，并让所有其他竞争者处于不利地位。&#34;</p><p>目前马斯克的首要目标是&#34;赢得&#34;人工智能的战斗。他已经在xAI和特斯拉着手解决这个问题，现在他也寻求让SpaceX加入战局。让SpaceX上市并利用它来筹集惊人的资源，这表明他志在必得。</p><p><strong>那火星呢？</strong></p><p>马斯克在2002年创立SpaceX，目标是有朝一日定居火星。他从未动摇过这个目标，事实上，在过去的二十多年里，公司已经取得了相当大的进展。SpaceX现在承担了全球90%以上的轨道发射质量，拥有近90%的在轨卫星，并为美国政府大部分民用和军事太空活动提供支持。此外，通过星舰项目，SpaceX正在建造第一款有可能真正将人类和大量人类生存所需物资送往火星的飞行器。</p><p>但是，如果马斯克保持SpaceX私有化的理由是为了保护火星梦想，那他是否放弃了这个长期以来的目标呢？</p><p>不一定。很可能马斯克将人工智能视为火星愿景的关键部分。无论人们是否相信擎天柱机器人会成为可行的产品，马斯克是相信的。而且他曾谈到，将机器人送往火星，为第一批人类定居者铺平道路。</p><p>马斯克还认为，一个规模更大、财力更雄厚的SpaceX对于完成火星定居是必要的。他明白美国宇航局不会为此买单，因为该民用航天机构从事的是探索业务，而非定居业务。几年来，他一直表示，需要运送大约100万吨物资到火星才能建立一个自给自足的定居点。这大约需要1000艘飞船，包括燃料补给，至少需要1万次星舰发射。按照每次发射1亿美元计算，仅发射成本就达1万亿美元。</p><p>马斯克经常表达一种担忧，即定居火星的窗口期可能有限。也许金融市场崩溃。也许出现更严重的疫情。也许一颗大型小行星撞击地球。现在让SpaceX上市，就是赌他能在有生之年调动资源，让火星一号城成为现实。他今年已经54岁了。</p><p>当然，这个计划并非没有风险。如果人工智能存在泡沫，十年后，SpaceX可能在太空中拥有价值数千亿美元的卫星，但其用途有限。也许股东们宁愿SpaceX让他们成为百万富翁，而不是让人类成为跨行星物种。</p><p>但马斯克从不回避风险。所以，在此时加倍投入他最成功的资产，正是人们会期待他做的事情。</p></body></html>","source":"lsy1649056886487","collect":0,"html":"<!DOCTYPE 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}\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马斯克确认SpaceX即将上市\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-11 10:17 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/vzqteNs190EmoCjLj4hleQ><strong>瓦砾村夫</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一个多小时前，埃隆·马斯克在X上亲自确认了SpaceX即将上市的传闻。这起可能是史上最大的IPO，即将借助AI、太空的风口轰鸣起飞。两小时前，科技媒体Ars Technica的高级太空编辑，SpaceX传记《起飞》、《重返大气层》作者Eric Berger在X上转发了一篇他在Ars上发表的题为《抗拒数年后，SpaceX现在计划上市。原因何在?》的文章，并评论：“以下是我认为SpaceX即将上市的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/vzqteNs190EmoCjLj4hleQ\">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/55d7e311e4209ade6e25eef9defcfd1e","relate_stocks":{"DXYZ":"Destiny Tech100 Inc","TSLA":"特斯拉","SATS":"回声星通信"},"source_url":"https://mp.weixin.qq.com/s/vzqteNs190EmoCjLj4hleQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105563375","content_text":"一个多小时前，埃隆·马斯克在X上亲自确认了SpaceX即将上市的传闻。这起可能是史上最大的IPO，即将借助AI、太空的风口轰鸣起飞。两小时前，科技媒体Ars Technica的高级太空编辑，SpaceX传记《起飞》、《重返大气层》作者Eric Berger在X上转发了一篇他在Ars上发表的题为《抗拒数年后，SpaceX现在计划上市。原因何在?》的文章，并评论：“以下是我认为SpaceX即将上市的原因。”埃隆火速点评，同时也确认了SpaceX上市的传闻：“一如既往，Eric的描述是准确的。”网友火速围观，一位埃隆粉甚至把股票代号都想好了：$SEX。多年来，埃隆一直拒绝让SpaceX上市，他希望公司能专注于实现建造可快速重用的火箭，并登陆火星的愿景，上市对于公司的执行会带来额外的开销和干扰。近几年，随着星链项目的顺利推进，他的口风有所松动，多次在访谈中透露，随着公司现金流转正并稳定，愿意将星链项目分拆单独上市。本周二，彭博社曾报道，SpaceX计划最早于2026年中或尾以1.5万亿美元估值上市，募集超300亿美元的资金，主要用于搭建太空算力中心。以下是Eric Berger发表的文章全文，引自Ars Technica网站。抗拒多年之后，SpaceX公司现在计划上市。原因何在？\"人工智能竞赛在很大程度上取决于资产的积累和部署\"多家媒体报道，SpaceX计划明年通过IPO筹集数百亿美元，《Ars》可以证实这一消息。这标志着世界领先的航天公司及其创始人埃隆·马斯克的想法发生了重大转变。《华尔街日报》和《The Information》上周五首先报道了IPO的可能性，彭博社在周二晚间跟进报道，称该公司将目标定为1.5万亿美元的估值。这将使SpaceX能够筹集超过300亿美元的资金。这是一笔巨额资金。史上最大规模的IPO发生在2019年，当时国有沙特阿拉伯石油公司以阿美公司的名义开始公开交易，筹集了290亿美元。就收入而言，阿美公司是全球前五名的公司之一。现在SpaceX有望与之持平或超越这一数值。SpaceX对公众投资者具有吸引力并不令人意外——它是全球在发射、天基通信等领域占据主导地位的航天公司。对于寻求无限增长的投资者来说，太空是最后的边疆。但是，在公司的收入因星链互联网星座的增长而激增之际，马斯克为何现在要让SpaceX上市呢？这个决定令人惊讶，因为马斯克长期以来一直抵制让SpaceX上市。他不喜欢特斯拉受到的公开审查，并且担心股东对财务回报的渴望与他定居火星的最终目标不一致。数据中心《Ars》采访了多位熟悉马斯克及其想法的人士，以了解他为何希望让SpaceX上市。近年来一个重大转变是人工智能的崛起。马斯克自2015年联合创立OpenAI以来就一直参与其中。后来他与联合创始人闹翻，并于2023年创办了自己的公司xAI。在特斯拉，他一直在推动智能驾驶技术，最近更专注于机器人技术。马斯克认为这些技术将在不久的将来融合，他相信这将深刻改变人类文明。在接下来的18个月内筹集大量资金，将使马斯克拥有大量资本可以部署在SpaceX，因为他影响并参与这种技术融合。SpaceX如何在这一领域发挥作用？在短期内，该公司计划开发一种改进版的星链卫星，作为在太空中建设数据中心的基础。在他拥有的社交媒体平台X上，马斯克10月底就说过：\"SpaceX会这么做。\"但是，利用在地球上制造的下一代星链卫星只是他愿景的开始。\"更高一层的境界是在月球上建造卫星工厂，并使用质量投射器（电磁轨道炮）将人工智能卫星加速到月球逃逸速度，从而不需要火箭，\"马斯克上周末在X上说。\"这样每年可以扩展到超过100太瓦的人工智能能力，并在成为卡尔达肖夫II型文明的路上取得实质性进展。\"根据一些预测分析，SpaceX明年的收入预计将达到约220亿至240亿美元。这是一大笔钱——例如，这与美国宇航局的年度预算相当，而且SpaceX部署资本的效率远远高于政府。因此，该公司将能够完成很多事情。但有了大量的现金注入，SpaceX将能够发展得更快。设计和制造卫星并发射火箭在太空部署数据中心将需要大量现金。长期在SpaceX工作、现任加州大学伯克利分校空间科学实验室任务运营主任的阿比·特里帕西认为，一旦马斯克意识到星链卫星可以设计成分布式的数据中心网络，事情就已成定局。\"那就是在这么久以来都不太可能的情况下，IPO突然变得可行的时刻，\"特里帕西告诉《Ars》。\"如果你了解埃隆的策略，你就会知道，一旦他承诺做某事，就会全力以赴。人工智能竞赛在很大程度上取决于积累和部署比竞争对手更快的资产。IPO带来的雄厚资金将极大地帮助他的事业，并让所有其他竞争者处于不利地位。\"目前马斯克的首要目标是\"赢得\"人工智能的战斗。他已经在xAI和特斯拉着手解决这个问题，现在他也寻求让SpaceX加入战局。让SpaceX上市并利用它来筹集惊人的资源，这表明他志在必得。那火星呢？马斯克在2002年创立SpaceX，目标是有朝一日定居火星。他从未动摇过这个目标，事实上，在过去的二十多年里，公司已经取得了相当大的进展。SpaceX现在承担了全球90%以上的轨道发射质量，拥有近90%的在轨卫星，并为美国政府大部分民用和军事太空活动提供支持。此外，通过星舰项目，SpaceX正在建造第一款有可能真正将人类和大量人类生存所需物资送往火星的飞行器。但是，如果马斯克保持SpaceX私有化的理由是为了保护火星梦想，那他是否放弃了这个长期以来的目标呢？不一定。很可能马斯克将人工智能视为火星愿景的关键部分。无论人们是否相信擎天柱机器人会成为可行的产品，马斯克是相信的。而且他曾谈到，将机器人送往火星，为第一批人类定居者铺平道路。马斯克还认为，一个规模更大、财力更雄厚的SpaceX对于完成火星定居是必要的。他明白美国宇航局不会为此买单，因为该民用航天机构从事的是探索业务，而非定居业务。几年来，他一直表示，需要运送大约100万吨物资到火星才能建立一个自给自足的定居点。这大约需要1000艘飞船，包括燃料补给，至少需要1万次星舰发射。按照每次发射1亿美元计算，仅发射成本就达1万亿美元。马斯克经常表达一种担忧，即定居火星的窗口期可能有限。也许金融市场崩溃。也许出现更严重的疫情。也许一颗大型小行星撞击地球。现在让SpaceX上市，就是赌他能在有生之年调动资源，让火星一号城成为现实。他今年已经54岁了。当然，这个计划并非没有风险。如果人工智能存在泡沫，十年后，SpaceX可能在太空中拥有价值数千亿美元的卫星，但其用途有限。也许股东们宁愿SpaceX让他们成为百万富翁，而不是让人类成为跨行星物种。但马斯克从不回避风险。所以，在此时加倍投入他最成功的资产，正是人们会期待他做的事情。","news_type":1,"symbols_score_info":{"DXYZ":2,"SATS":2,"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508560326398848,"gmtCreate":1765185625702,"gmtModify":1765185627988,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508560326398848","repostId":"508529197006992","repostType":1,"repost":{"id":508529197006992,"gmtCreate":1765185311944,"gmtModify":1765758962163,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"【一周IPO观察】12月开局，打新分歧增大！京东工业、宝济药业等四家公司上市；HashKey过讯","htmlText":"港股IPO观察截止2025年的第48周，港交所共4家上市，4家招股，6家聆讯，22家递表当周上市（4家） <a href=\"https://laohu8.com/S/02539\">$乐摩科技(02539)$</a> （首日+36.25%） <a href=\"https://laohu8.com/S/02693\">$金岩高岭新材(02693)$</a> （首日+2.19%） <a href=\"https://laohu8.com/S/02408\">$遇见小面(02408)$</a> （首日-27.84%） <a href=\"https://laohu8.com/S/02658\">$天域半导体(02658)$</a> （首日-30.17%）当周招股（4家）中国最大MRO采购服务提供商 <a href=\"https://laohu8.com/S/07618\">$京东工业(07618)$</a> 生物科技公司 <a href=\"https://laohu8.com/S/02659\">$宝济药业-B(02659)$</a> “模拟芯片提供商” <a href=\"https://laohu8.com/S/02676\">$纳芯微(02676)$</a> “教学数字化解决方案提供商” <a href=\"https://laohu8.com/S/02687\">$卓越睿新(02687)$</a> 其中纳芯微、卓越睿新、宝济药业-B三家已完成招股，京东工业12月8日申购截止。通过聆讯（6家）香港最大持牌数字资产平台 <a href=\"https://laohu8.com/S/91318\">$HashKey Holdings Limited（临时代码）(91318)$</a> 第二家A+H期货公司 <a href=\"https://laohu8.com/S/91143\">$南华期货股份有限公司（临</a>","listText":"港股IPO观察截止2025年的第48周，港交所共4家上市，4家招股，6家聆讯，22家递表当周上市（4家） <a href=\"https://laohu8.com/S/02539\">$乐摩科技(02539)$</a> （首日+36.25%） <a href=\"https://laohu8.com/S/02693\">$金岩高岭新材(02693)$</a> （首日+2.19%） <a href=\"https://laohu8.com/S/02408\">$遇见小面(02408)$</a> （首日-27.84%） <a href=\"https://laohu8.com/S/02658\">$天域半导体(02658)$</a> （首日-30.17%）当周招股（4家）中国最大MRO采购服务提供商 <a href=\"https://laohu8.com/S/07618\">$京东工业(07618)$</a> 生物科技公司 <a href=\"https://laohu8.com/S/02659\">$宝济药业-B(02659)$</a> “模拟芯片提供商” <a href=\"https://laohu8.com/S/02676\">$纳芯微(02676)$</a> “教学数字化解决方案提供商” <a href=\"https://laohu8.com/S/02687\">$卓越睿新(02687)$</a> 其中纳芯微、卓越睿新、宝济药业-B三家已完成招股，京东工业12月8日申购截止。通过聆讯（6家）香港最大持牌数字资产平台 <a href=\"https://laohu8.com/S/91318\">$HashKey Holdings Limited（临时代码）(91318)$</a> 第二家A+H期货公司 <a href=\"https://laohu8.com/S/91143\">$南华期货股份有限公司（临</a>","text":"港股IPO观察截止2025年的第48周，港交所共4家上市，4家招股，6家聆讯，22家递表当周上市（4家） $乐摩科技(02539)$ （首日+36.25%） $金岩高岭新材(02693)$ （首日+2.19%） $遇见小面(02408)$ （首日-27.84%） $天域半导体(02658)$ （首日-30.17%）当周招股（4家）中国最大MRO采购服务提供商 $京东工业(07618)$ 生物科技公司 $宝济药业-B(02659)$ “模拟芯片提供商” $纳芯微(02676)$ “教学数字化解决方案提供商” $卓越睿新(02687)$ 其中纳芯微、卓越睿新、宝济药业-B三家已完成招股，京东工业12月8日申购截止。通过聆讯（6家）香港最大持牌数字资产平台 $HashKey Holdings Limited（临时代码）(91318)$ 第二家A+H期货公司 $南华期货股份有限公司（临","images":[{"img":"https://static.tigerbbs.com/1d4208a799d7e546fe9218bf2dceceea","width":"587","height":"642"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508529197006992","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507488182252528,"gmtCreate":1764929160650,"gmtModify":1764929163056,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507488182252528","repostId":"1120848442","repostType":4,"repost":{"id":"1120848442","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1764884094,"share":"https://www.laohu8.com/m/news/1120848442?lang=zh_CN&edition=full","pubTime":"2025-12-05 05:34","market":"nz","language":"zh","title":"异动解读 | 库珀医疗启动战略审查，盘后大涨11.64%","url":"https://stock-news.laohu8.com/highlight/detail?id=1120848442","media":"异动解读","summary":"库珀医疗(COO)今日盘后股价大涨11.64%，引起了市场的广泛关注。消息面上，库珀医疗宣布启动一项正式的战略审查，旨在寻找提高长期股东价值的机会。这一举措被市场视为积极的信号，表明公司正在积极寻求提升股东回报的途径，从而推动了股价的显著上涨。","content":"<p>库珀医疗(COO)今日盘后股价大涨11.64%，引起了市场的广泛关注。</p><p>消息面上，库珀医疗宣布启动一项正式的战略审查，旨在寻找提高长期股东价值的机会。这一举措被市场视为积极的信号，表明公司正在积极寻求提升股东回报的途径，从而推动了股价的显著上涨。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>异动解读 | 库珀医疗启动战略审查，盘后大涨11.64%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读 | 库珀医疗启动战略审查，盘后大涨11.64%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-12-05 05:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>库珀医疗(COO)今日盘后股价大涨11.64%，引起了市场的广泛关注。</p><p>消息面上，库珀医疗宣布启动一项正式的战略审查，旨在寻找提高长期股东价值的机会。这一举措被市场视为积极的信号，表明公司正在积极寻求提升股东回报的途径，从而推动了股价的显著上涨。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COO":"库珀医疗"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120848442","content_text":"库珀医疗(COO)今日盘后股价大涨11.64%，引起了市场的广泛关注。消息面上，库珀医疗宣布启动一项正式的战略审查，旨在寻找提高长期股东价值的机会。这一举措被市场视为积极的信号，表明公司正在积极寻求提升股东回报的途径，从而推动了股价的显著上涨。","news_type":1,"symbols_score_info":{"COO":1}},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507488049488832,"gmtCreate":1764929124853,"gmtModify":1764929126909,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507488049488832","repostId":"1156463163","repostType":4,"repost":{"id":"1156463163","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1764884425,"share":"https://www.laohu8.com/m/news/1156463163?lang=zh_CN&edition=full","pubTime":"2025-12-05 05:40","market":"us","language":"zh","title":"Rubrik第三季度营收同比增长48%，上调2026财年全年业绩预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1156463163","media":"老虎资讯综合","summary":"12月5日，Rubrik股价在周四盘后交易中飙升近15%，此前该公司公布了 2026 财年第三季度财务业绩。展望未来，Rubrik 预计第四季度营收将在 3.41 亿美元至 3.43 亿美元之间，高于此前 3.25 亿美元的预期。Rubrik上调了其2026财年全年业绩预期。Rubrik首席财务官Kiran Choudary表示：“第三季度业绩表现强劲，所有关键绩效指标均超出预期，订阅ARR同比增长34%，自由现金流超过7600万美元。我们很高兴上调2026财年业绩预期，并期待本财年取得圆满收官。”","content":"<html><head></head><body><p>12月5日，Rubrik股价在周四盘后交易中飙升近15%，此前该公司公布了 2026 财年第三季度财务业绩。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa00c9a79d4bb521cc38e5cfa1b353d5\" tg-width=\"867\" tg-height=\"726\"/></p><p style=\"text-align: left;\">截至10月31日的季度，这家数据安全公司公布的调整后每股收益为0.10美元，而市场普遍预期为亏损0.17美元。按美国通用会计准则（GAAP）计算的每股收益为亏损0.32美元，而市场预期为亏损0.53美元。</p><p style=\"text-align: left;\">第三季度总营收达3.5亿美元，高于此前预期的3.205亿美元。其中，订阅收入贡献最大，同比增长52%至3.364亿美元。维护收入为150万美元。自由现金流为7690万美元，远高于去年同期的1560万美元。公司GAAP毛利率也从去年同期的76%提升至80.5%。</p><p style=\"text-align: left;\">展望未来，Rubrik 预计第四季度营收将在 3.41 亿美元至 3.43 亿美元之间，高于此前 3.25 亿美元的预期。</p><p style=\"text-align: left;\">Rubrik上调了其2026财年全年业绩预期。该公司目前预计营收为12.8亿美元，高于此前预期的12.3亿美元。同时，该公司还将自由现金流预期上调至1.94亿美元至2.02亿美元，高于此前预期的1.45亿美元至1.55亿美元。</p><p style=\"text-align: left;\">Rubrik首席财务官Kiran Choudary表示：“第三季度业绩表现强劲，所有关键绩效指标均超出预期，订阅ARR同比增长34%，自由现金流超过7600万美元。我们很高兴上调2026财年业绩预期，并期待本财年取得圆满收官。”</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>Rubrik第三季度营收同比增长48%，上调2026财年全年业绩预期</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\">\nRubrik第三季度营收同比增长48%，上调2026财年全年业绩预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-12-05 05:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月5日，Rubrik股价在周四盘后交易中飙升近15%，此前该公司公布了 2026 财年第三季度财务业绩。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa00c9a79d4bb521cc38e5cfa1b353d5\" tg-width=\"867\" tg-height=\"726\"/></p><p style=\"text-align: left;\">截至10月31日的季度，这家数据安全公司公布的调整后每股收益为0.10美元，而市场普遍预期为亏损0.17美元。按美国通用会计准则（GAAP）计算的每股收益为亏损0.32美元，而市场预期为亏损0.53美元。</p><p style=\"text-align: left;\">第三季度总营收达3.5亿美元，高于此前预期的3.205亿美元。其中，订阅收入贡献最大，同比增长52%至3.364亿美元。维护收入为150万美元。自由现金流为7690万美元，远高于去年同期的1560万美元。公司GAAP毛利率也从去年同期的76%提升至80.5%。</p><p style=\"text-align: left;\">展望未来，Rubrik 预计第四季度营收将在 3.41 亿美元至 3.43 亿美元之间，高于此前 3.25 亿美元的预期。</p><p style=\"text-align: left;\">Rubrik上调了其2026财年全年业绩预期。该公司目前预计营收为12.8亿美元，高于此前预期的12.3亿美元。同时，该公司还将自由现金流预期上调至1.94亿美元至2.02亿美元，高于此前预期的1.45亿美元至1.55亿美元。</p><p style=\"text-align: left;\">Rubrik首席财务官Kiran Choudary表示：“第三季度业绩表现强劲，所有关键绩效指标均超出预期，订阅ARR同比增长34%，自由现金流超过7600万美元。我们很高兴上调2026财年业绩预期，并期待本财年取得圆满收官。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b74730b9a66bf6cf356dde5b8ecc5ba","relate_stocks":{"RBRK":"Rubrik Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156463163","content_text":"12月5日，Rubrik股价在周四盘后交易中飙升近15%，此前该公司公布了 2026 财年第三季度财务业绩。截至10月31日的季度，这家数据安全公司公布的调整后每股收益为0.10美元，而市场普遍预期为亏损0.17美元。按美国通用会计准则（GAAP）计算的每股收益为亏损0.32美元，而市场预期为亏损0.53美元。第三季度总营收达3.5亿美元，高于此前预期的3.205亿美元。其中，订阅收入贡献最大，同比增长52%至3.364亿美元。维护收入为150万美元。自由现金流为7690万美元，远高于去年同期的1560万美元。公司GAAP毛利率也从去年同期的76%提升至80.5%。展望未来，Rubrik 预计第四季度营收将在 3.41 亿美元至 3.43 亿美元之间，高于此前 3.25 亿美元的预期。Rubrik上调了其2026财年全年业绩预期。该公司目前预计营收为12.8亿美元，高于此前预期的12.3亿美元。同时，该公司还将自由现金流预期上调至1.94亿美元至2.02亿美元，高于此前预期的1.45亿美元至1.55亿美元。Rubrik首席财务官Kiran Choudary表示：“第三季度业绩表现强劲，所有关键绩效指标均超出预期，订阅ARR同比增长34%，自由现金流超过7600万美元。我们很高兴上调2026财年业绩预期，并期待本财年取得圆满收官。”","news_type":1,"symbols_score_info":{"RBRK":1.5}},"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507488165516032,"gmtCreate":1764929087163,"gmtModify":1764929089124,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507488165516032","repostId":"1144270399","repostType":4,"repost":{"id":"1144270399","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1764896669,"share":"https://www.laohu8.com/m/news/1144270399?lang=zh_CN&edition=full","pubTime":"2025-12-05 09:04","market":"sg","language":"zh","title":"异动解读 | Oklo宣布15亿美元售股计划，夜盘大跌5.88%","url":"https://stock-news.laohu8.com/highlight/detail?id=1144270399","media":"异动解读","summary":"Oklo Inc.（OKLO）今日夜盘股价大跌5.88%，引发了市场的广泛关注。消息面上，Oklo宣布了一项高达15亿美元的“场内”股票发行计划，该计划由高盛、美国银行证券、花旗集团、摩根士丹利等多家知名金融机构承销。此类售股计划通常会稀释现有股东的权益，因此市场反应较为消极。此前，Oklo股价在周四收盘时上涨15.6%，但售股计划公布后，投资者担忧股权稀释，导致股价在夜盘交易中大幅下跌。","content":"<p>Oklo Inc.（OKLO）今日夜盘股价大跌5.88%，引发了市场的广泛关注。</p><p>消息面上，Oklo宣布了一项高达15亿美元的“场内”股票发行计划，该计划由高盛、美国银行证券、花旗集团、摩根士丹利等多家知名金融机构承销。此类售股计划通常会稀释现有股东的权益，因此市场反应较为消极。</p><p>此前，Oklo股价在周四收盘时上涨15.6%，但售股计划公布后，投资者担忧股权稀释，导致股价在夜盘交易中大幅下跌。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>异动解读 | Oklo宣布15亿美元售股计划，夜盘大跌5.88%</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; 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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异动解读 | Oklo宣布15亿美元售股计划，夜盘大跌5.88%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-12-05 09:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Oklo Inc.（OKLO）今日夜盘股价大跌5.88%，引发了市场的广泛关注。</p><p>消息面上，Oklo宣布了一项高达15亿美元的“场内”股票发行计划，该计划由高盛、美国银行证券、花旗集团、摩根士丹利等多家知名金融机构承销。此类售股计划通常会稀释现有股东的权益，因此市场反应较为消极。</p><p>此前，Oklo股价在周四收盘时上涨15.6%，但售股计划公布后，投资者担忧股权稀释，导致股价在夜盘交易中大幅下跌。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OKLO":"Oklo Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144270399","content_text":"Oklo Inc.（OKLO）今日夜盘股价大跌5.88%，引发了市场的广泛关注。消息面上，Oklo宣布了一项高达15亿美元的“场内”股票发行计划，该计划由高盛、美国银行证券、花旗集团、摩根士丹利等多家知名金融机构承销。此类售股计划通常会稀释现有股东的权益，因此市场反应较为消极。此前，Oklo股价在周四收盘时上涨15.6%，但售股计划公布后，投资者担忧股权稀释，导致股价在夜盘交易中大幅下跌。","news_type":1,"symbols_score_info":{"OKLO":1}},"isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507710223491336,"gmtCreate":1764929079664,"gmtModify":1764929082244,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507710223491336","repostId":"1175510965","repostType":4,"repost":{"id":"1175510965","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1764885023,"share":"https://www.laohu8.com/m/news/1175510965?lang=zh_CN&edition=full","pubTime":"2025-12-05 05:50","market":"us","language":"zh","title":"异动解读 | SoFi Technologies宣布发行15亿美元股票，盘后大跌5.85%","url":"https://stock-news.laohu8.com/highlight/detail?id=1175510965","media":"异动解读","summary":"SoFi Technologies Inc.（SOFI）今日盘后股价大跌5.85%，引发市场关注。消息面上，SoFi Technologies宣布计划发行15亿美元股票，所得资金将用于一般企业用途，包括增强资本状况和为业务增长提供资金。这一消息导致市场担忧股权稀释，从而引发股价下跌。高盛集团将担任此次股票发行的唯一承销商。","content":"<p>SoFi Technologies Inc.（SOFI）今日盘后股价大跌5.85%，引发市场关注。</p><p>消息面上，SoFi Technologies宣布计划发行15亿美元股票，所得资金将用于一般企业用途，包括增强资本状况和为业务增长提供资金。这一消息导致市场担忧股权稀释，从而引发股价下跌。高盛集团将担任此次股票发行的唯一承销商。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>异动解读 | SoFi Technologies宣布发行15亿美元股票，盘后大跌5.85%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读 | SoFi Technologies宣布发行15亿美元股票，盘后大跌5.85%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-12-05 05:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SoFi Technologies Inc.（SOFI）今日盘后股价大跌5.85%，引发市场关注。</p><p>消息面上，SoFi Technologies宣布计划发行15亿美元股票，所得资金将用于一般企业用途，包括增强资本状况和为业务增长提供资金。这一消息导致市场担忧股权稀释，从而引发股价下跌。高盛集团将担任此次股票发行的唯一承销商。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175510965","content_text":"SoFi Technologies Inc.（SOFI）今日盘后股价大跌5.85%，引发市场关注。消息面上，SoFi Technologies宣布计划发行15亿美元股票，所得资金将用于一般企业用途，包括增强资本状况和为业务增长提供资金。这一消息导致市场担忧股权稀释，从而引发股价下跌。高盛集团将担任此次股票发行的唯一承销商。","news_type":1,"symbols_score_info":{"SOFI":1}},"isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507344503480728,"gmtCreate":1764847018175,"gmtModify":1764847021032,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507344503480728","repostId":"1134478992","repostType":2,"repost":{"id":"1134478992","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1764842008,"share":"https://www.laohu8.com/m/news/1134478992?lang=zh_CN&edition=full","pubTime":"2025-12-04 17:53","market":"us","language":"zh","title":"Palantir、英伟达与中点能源合作开发新AI软件以加快数据中心建设","url":"https://stock-news.laohu8.com/highlight/detail?id=1134478992","media":"老虎资讯综合","summary":"12月4日，$Palantir(PLTR)$ Technologies发布面向美国人工智能基础设施的操作系统Chain Reaction。创始合作伙伴包括CenterPoint Energy和$英伟达(NVDA)$。声明称，Chain Reaction旨在通过与能源生产商、电力分销商、数据中心和基础设施建设者合作，加速AI基础设施建设。","content":"<html><head></head><body><p style=\"text-align: justify;\">12月4日，<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>以及美国公用事业公司<a href=\"https://laohu8.com/S/CNP\">中点能源</a>于周四表示，他们正在开发一个新的软件平台，以加快新的人工智能数据中心的建设。这个新的软件系统将被称为“链式反应”(Chain Reaction)，旨在帮助那些正在建设人工智能数据中心的公司解决审批、供应链和建设方面的难题。参与该项目的高管表示，该软件将利用人工智能工具为其客户提供帮助。</p><p style=\"text-align: justify;\">“链式反应”系统将建立在Palantir与英伟达此前合作成果的基础之上(该合作成果于上个月公布)，届时将利用人工智能来为像<a href=\"https://laohu8.com/S/LOW\">劳氏</a>公司(LOW.US)这样的零售商以及其他企业解决物流方面的难题。该计划旨在通过与能源生产商、电力分销商、数据中心和基础设施建设者合作，解决能源基础设施建设的挑战，推动 AI 算力中心所需的基础设施快速落地。</p><p style=\"text-align: justify;\">但这一努力的规模更为宏大，因为参与其中的高管们表示，它旨在考虑到不同类型公司的供应链和建设工作。例如，英伟达与<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)等芯片制造合作伙伴开展合作。中点能源则致力于获取许可并进行电网升级的建设工作。所有这些努力必须按时协同进行，数据中心项目才能得以推进。</p><p style=\"text-align: justify;\">英伟达企业人工智能产品副总裁Justin Boitano在接受采访时表示：“这是一个非常复杂的供应链系统。在构建这种大规模机架式基础设施的过程中，全球每一个生态系统合作伙伴都会受到影响。”</p><p style=\"text-align: justify;\">搭配人工智能技术主要是因为它擅长处理那些并非总是存于有序的企业软件系统中的数据。这些高管表示，例如，一家公司采购部门与供应商之间的电子邮件往来可能表明可能存在延迟，而人工智能能够检测到这种延迟并帮助制定应对方案。</p><p style=\"text-align: justify;\">Palantir能源基础设施部门负责人Tristan Gruska在接受采访时表示：“无论是能源公司、数据中心开发商、数据中心运营商、电网运营商还是发电公司，大家的延迟情况都会相互叠加，而且处处都存在相互依赖关系。”</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\" 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17:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: justify;\">12月4日，<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>以及美国公用事业公司<a href=\"https://laohu8.com/S/CNP\">中点能源</a>于周四表示，他们正在开发一个新的软件平台，以加快新的人工智能数据中心的建设。这个新的软件系统将被称为“链式反应”(Chain Reaction)，旨在帮助那些正在建设人工智能数据中心的公司解决审批、供应链和建设方面的难题。参与该项目的高管表示，该软件将利用人工智能工具为其客户提供帮助。</p><p style=\"text-align: justify;\">“链式反应”系统将建立在Palantir与英伟达此前合作成果的基础之上(该合作成果于上个月公布)，届时将利用人工智能来为像<a href=\"https://laohu8.com/S/LOW\">劳氏</a>公司(LOW.US)这样的零售商以及其他企业解决物流方面的难题。该计划旨在通过与能源生产商、电力分销商、数据中心和基础设施建设者合作，解决能源基础设施建设的挑战，推动 AI 算力中心所需的基础设施快速落地。</p><p style=\"text-align: justify;\">但这一努力的规模更为宏大，因为参与其中的高管们表示，它旨在考虑到不同类型公司的供应链和建设工作。例如，英伟达与<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)等芯片制造合作伙伴开展合作。中点能源则致力于获取许可并进行电网升级的建设工作。所有这些努力必须按时协同进行，数据中心项目才能得以推进。</p><p style=\"text-align: justify;\">英伟达企业人工智能产品副总裁Justin Boitano在接受采访时表示：“这是一个非常复杂的供应链系统。在构建这种大规模机架式基础设施的过程中，全球每一个生态系统合作伙伴都会受到影响。”</p><p style=\"text-align: justify;\">搭配人工智能技术主要是因为它擅长处理那些并非总是存于有序的企业软件系统中的数据。这些高管表示，例如，一家公司采购部门与供应商之间的电子邮件往来可能表明可能存在延迟，而人工智能能够检测到这种延迟并帮助制定应对方案。</p><p style=\"text-align: justify;\">Palantir能源基础设施部门负责人Tristan Gruska在接受采访时表示：“无论是能源公司、数据中心开发商、数据中心运营商、电网运营商还是发电公司，大家的延迟情况都会相互叠加，而且处处都存在相互依赖关系。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f4aec4abbb4d50447d599b07742c7e6","relate_stocks":{"LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) 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OPPORTUNITIES FUND \"A\" (HKD) INC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134478992","content_text":"12月4日，Palantir、英伟达以及美国公用事业公司中点能源于周四表示，他们正在开发一个新的软件平台，以加快新的人工智能数据中心的建设。这个新的软件系统将被称为“链式反应”(Chain Reaction)，旨在帮助那些正在建设人工智能数据中心的公司解决审批、供应链和建设方面的难题。参与该项目的高管表示，该软件将利用人工智能工具为其客户提供帮助。“链式反应”系统将建立在Palantir与英伟达此前合作成果的基础之上(该合作成果于上个月公布)，届时将利用人工智能来为像劳氏公司(LOW.US)这样的零售商以及其他企业解决物流方面的难题。该计划旨在通过与能源生产商、电力分销商、数据中心和基础设施建设者合作，解决能源基础设施建设的挑战，推动 AI 算力中心所需的基础设施快速落地。但这一努力的规模更为宏大，因为参与其中的高管们表示，它旨在考虑到不同类型公司的供应链和建设工作。例如，英伟达与台积电(TSM.US)等芯片制造合作伙伴开展合作。中点能源则致力于获取许可并进行电网升级的建设工作。所有这些努力必须按时协同进行，数据中心项目才能得以推进。英伟达企业人工智能产品副总裁Justin Boitano在接受采访时表示：“这是一个非常复杂的供应链系统。在构建这种大规模机架式基础设施的过程中，全球每一个生态系统合作伙伴都会受到影响。”搭配人工智能技术主要是因为它擅长处理那些并非总是存于有序的企业软件系统中的数据。这些高管表示，例如，一家公司采购部门与供应商之间的电子邮件往来可能表明可能存在延迟，而人工智能能够检测到这种延迟并帮助制定应对方案。Palantir能源基础设施部门负责人Tristan Gruska在接受采访时表示：“无论是能源公司、数据中心开发商、数据中心运营商、电网运营商还是发电公司，大家的延迟情况都会相互叠加，而且处处都存在相互依赖关系。”","news_type":1,"symbols_score_info":{"NVDD":0.6,"2NVD.UK":0.6,"NVD":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"NVD2.UK":0.6,"NVDS":0.6,"NVDA":1.5,"CNP":1.5,"NVDU":0.6,"PLTR":1.5,"NVDX":0.6,"NVDL":0.6,"NVDY":0.6,"NVD3.UK":0.6,"NVDS.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":528754592911552,"gmtCreate":1770121639785,"gmtModify":1770121642159,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208535143263322","idStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528754592911552","repostId":"2608816029","repostType":4,"repost":{"id":"2608816029","kind":"news","pubTimestamp":1770079151,"share":"https://www.laohu8.com/m/news/2608816029?lang=zh_CN&edition=full","pubTime":"2026-02-03 08:39","market":"sh","language":"zh","title":"绩后大涨！AI需求爆表，泰瑞达Q4强劲增收增利、Q1指引超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2608816029","media":"智通财经","summary":"智通财经APP获悉，半导体测试公司泰瑞达公布了2025财年第四季度业绩超出预期。泰瑞达2025 年全年营收为 31.9 亿美元，比 2024 年增长 13%，调整后每股收益为 3.96 美元，而上一年为 3.22 美元。四季度，泰瑞达的库存周转天数为74天，低于上一季度的104天，比五年平均水平低15天。展望未来，泰瑞达对2026年第一季度营收的预期中值为12亿美元，高于分析师此前预测的9.54亿美元。业绩公布后，截至发稿，泰瑞达股价周一盘后大涨23.6%。","content":"<html><head></head><body><p>智通财经APP获悉，半导体测试公司<a href=\"https://laohu8.com/S/TER\">泰瑞达</a>(TER.US)公布了2025财年第四季度业绩超出预期。<strong>Q4营收同比增长43.9%至10.8亿美元，高于分析师预期的9.756亿美元(超出预期11%)。其非GAAP每股收益为1.80美元，高于分析师的普遍预期1.38 美元。</strong></p><p>半导体测试是该公司最大的业务部门，本季度创造了 8.83 亿美元的收入，而产品测试和机器人业务分别贡献了 1.1 亿美元和 8900 万美元的收入。</p><p>调整后营业利润为3.14亿美元，高于分析师预期的2.498亿美元(调整后利润率29%)。营业利润率为27.1%，高于去年同期的20.4%。自由现金流利润率为20.2%，低于去年同期的29.9%。</p><p>泰瑞达2025 年全年营收为 31.9 亿美元，比 2024 年增长 13%，调整后每股收益为 3.96 美元，而上一年为 3.22 美元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/deca2f3956b0990ab307bf0590d3be6a\" tg-width=\"740\" tg-height=\"422\"/></p><p><strong>四季度，泰瑞达的库存周转天数(DIO)为74天，低于上一季度的104天，比五年平均水平低15天。</strong>目前来看，这些数据显示库存健康的迹象。DIO是芯片制造商的一项重要指标，因为它反映了企业的资本密集度以及半导体供需的周期性波动。在供应紧张的环境下，库存往往保持稳定，使芯片制造商能够行使定价权。反之，DIO 的持续上升可能预示着需求疲软，如果库存继续增加，公司可能不得不缩减产量。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d03ff656d935460fb036e54d67fa39ee\" tg-width=\"730\" tg-height=\"435\"/></p><p><strong>展望未来，泰瑞达对2026年第一季度营收的预期中值为12亿美元，高于分析师此前预测的9.54亿美元。预计2026 年第一季度调整后每股收益预期中值为 2.07 美元，高于分析师预期的 1.25 美元。</strong></p><p>泰瑞达是一家总部位于美国的半导体及其他技术和器件自动化测试设备供应商，其客户包括大多数主要芯片制造商。泰瑞达过去两年的年化营收增长率为 9.2%，高于其五年平均水平，表明其需求近期有所加速增长。分析师和市场文章强调，人工智能芯片测试需求的激增是半导体测试量和收入增长的催化剂，这增强了投资者对人工智能利好因素持续存在的信心。</p><p>展望未来，卖方分析师预计未来12个月营收将增长21.8%，较过去两年有所提升。这一预测令人瞩目，表明其新产品和服务将推动营收增长。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e9ce069c4d2c4291d85880b8655a3cd2\" tg-width=\"827\" tg-height=\"474\"/></p><p>泰瑞达首席执行官Greg Smith表示：“我们第四季度的业绩超出预期范围的高端，这主要得益于半导体测试业务中人工智能相关的计算、网络和内存需求。我们所有业务部门——半导体测试、产品测试和机器人——都实现了环比增长，公司层面预计到2025年将增长13%。”</p><p>Smith补充道：“我们预计到 2026 年，我们所有业务都将实现同比增长，其中人工智能驱动的计算业务将保持强劲增长势头。”这表明，推动第四季度业绩的人工智能相关需求激增可能会持续下去。</p><p>业绩公布后，截至发稿，泰瑞达股价周一盘后大涨19%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9d3807b64d9bd6c9527ad9449687f8e8\" tg-width=\"1170\" tg-height=\"1382\"/></p><p></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>绩后大涨！AI需求爆表，泰瑞达Q4强劲增收增利、Q1指引超预期</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绩后大涨！AI需求爆表，泰瑞达Q4强劲增收增利、Q1指引超预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-03 08:39 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1400800.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，半导体测试公司泰瑞达(TER.US)公布了2025财年第四季度业绩超出预期。Q4营收同比增长43.9%至10.8亿美元，高于分析师预期的9.756亿美元(超出预期11%)。其非GAAP每股收益为1.80美元，高于分析师的普遍预期1.38 美元。半导体测试是该公司最大的业务部门，本季度创造了 8.83 亿美元的收入，而产品测试和机器人业务分别贡献了 1.1 亿美元和 8900 ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1400800.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/42ecd1867e8cc01f8311ffd1f113c929","relate_stocks":{"LU0444971666.USD":"天利全球科技基金","BK4548":"巴美列捷福持仓","IE00BN0W2T93.GBP":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (GBP) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4543":"AI","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00BN0W2W23.USD":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (USD) ACC","TER":"泰瑞达","BK4147":"半导体设备","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","BK4585":"ETF&股票定投概念","IE00BN0W2V16.EUR":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (EUR) ACC","BK4588":"碎股","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1400800.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2608816029","content_text":"智通财经APP获悉，半导体测试公司泰瑞达(TER.US)公布了2025财年第四季度业绩超出预期。Q4营收同比增长43.9%至10.8亿美元，高于分析师预期的9.756亿美元(超出预期11%)。其非GAAP每股收益为1.80美元，高于分析师的普遍预期1.38 美元。半导体测试是该公司最大的业务部门，本季度创造了 8.83 亿美元的收入，而产品测试和机器人业务分别贡献了 1.1 亿美元和 8900 万美元的收入。调整后营业利润为3.14亿美元，高于分析师预期的2.498亿美元(调整后利润率29%)。营业利润率为27.1%，高于去年同期的20.4%。自由现金流利润率为20.2%，低于去年同期的29.9%。泰瑞达2025 年全年营收为 31.9 亿美元，比 2024 年增长 13%，调整后每股收益为 3.96 美元，而上一年为 3.22 美元。四季度，泰瑞达的库存周转天数(DIO)为74天，低于上一季度的104天，比五年平均水平低15天。目前来看，这些数据显示库存健康的迹象。DIO是芯片制造商的一项重要指标，因为它反映了企业的资本密集度以及半导体供需的周期性波动。在供应紧张的环境下，库存往往保持稳定，使芯片制造商能够行使定价权。反之，DIO 的持续上升可能预示着需求疲软，如果库存继续增加，公司可能不得不缩减产量。展望未来，泰瑞达对2026年第一季度营收的预期中值为12亿美元，高于分析师此前预测的9.54亿美元。预计2026 年第一季度调整后每股收益预期中值为 2.07 美元，高于分析师预期的 1.25 美元。泰瑞达是一家总部位于美国的半导体及其他技术和器件自动化测试设备供应商，其客户包括大多数主要芯片制造商。泰瑞达过去两年的年化营收增长率为 9.2%，高于其五年平均水平，表明其需求近期有所加速增长。分析师和市场文章强调，人工智能芯片测试需求的激增是半导体测试量和收入增长的催化剂，这增强了投资者对人工智能利好因素持续存在的信心。展望未来，卖方分析师预计未来12个月营收将增长21.8%，较过去两年有所提升。这一预测令人瞩目，表明其新产品和服务将推动营收增长。泰瑞达首席执行官Greg Smith表示：“我们第四季度的业绩超出预期范围的高端，这主要得益于半导体测试业务中人工智能相关的计算、网络和内存需求。我们所有业务部门——半导体测试、产品测试和机器人——都实现了环比增长，公司层面预计到2025年将增长13%。”Smith补充道：“我们预计到 2026 年，我们所有业务都将实现同比增长，其中人工智能驱动的计算业务将保持强劲增长势头。”这表明，推动第四季度业绩的人工智能相关需求激增可能会持续下去。业绩公布后，截至发稿，泰瑞达股价周一盘后大涨19%。","news_type":1,"symbols_score_info":{"TER":1.5}},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528753810015640,"gmtCreate":1770121577220,"gmtModify":1770121579932,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208535143263322","idStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528753810015640","repostId":"2608815433","repostType":4,"repost":{"id":"2608815433","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1770072223,"share":"https://www.laohu8.com/m/news/2608815433?lang=zh_CN&edition=full","pubTime":"2026-02-03 06:43","market":"us","language":"zh","title":"Palantir四季度营收同比暴增70%，全年指引远超市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2608815433","media":"华尔街见闻","summary":"政府和商业业务双双超预期。","content":"<html><head></head><body><p>数据分析公司<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>周一盘后公布了第四季度业绩显示，营收好于市场预期，同比大增70%，达到14.1亿美元。与此同时，公司给出的下一季度营收指引表现也超出预期，较分析师原本预期高出15.3%。</p><p>截至发稿，Palantir夜盘大涨超10%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a80a86e5188dab9948a9a1ddcd61856\" tg-width=\"540\" tg-height=\"189\"/></p><p>以下是Palantir财报要点：</p><p><strong>主要财务数据：</strong></p><blockquote><p><strong>营收：</strong>14.1亿美元，高于分析师预期的13.4亿美元（同比增长70%，超预期4.9%）</p><p><strong>政府采购：</strong>政府采购营收同比增长66%，达到5.7亿美元，也超过分析师对该板块5.22亿美元的预期。</p><p><strong>商业采购：</strong>同比暴增137%，达到5.07亿美元，高于市场预计的4.79亿美元；尚未履行的美国商业合同总价值同比增长145%，达到43.8亿美元。</p><p><strong>调整后每股收益（EPS）：</strong>0.25美元，高于分析师预期的0.23美元（超预期8.6%）</p><p><strong>调整后营业利润：</strong>7.985亿美元，高于分析师预期的7.011亿美元（营业利润率56.8%，超预期13.9%）</p><p><strong>客户数量：</strong>客户数量同比增长34%，环比增长5%。</p></blockquote><p><strong>业绩指引：</strong></p><blockquote><p><strong>第一季度营收：</strong>营收将在15.32亿美元至15.36亿美元之间，中值高于分析师预期的13.2亿美元</p><p><strong>2026全年营收：</strong>公司预计全年营收将在71.82亿美元至71.98亿美元之间，同样高于FactSet预期的62.2亿美元。</p></blockquote><p>财报公布后，该股在盘后交易中上涨约4%，此前收盘价为147.77美元。该股自去年11月的高点以来已下跌29%。截至收盘，2026年年初至今股价已下跌17%。</p><p></p><p><img src=\"https://static.tigerbbs.com/25c23110ada4051cef945176eda489ad\" alt=\"\"/></p><h2 id=\"id_644578974\">政府业务需求大增，但配合ICE执法引争议</h2><p>Palantir主要向客户提供软件，用于集中、管理和分析<a href=\"https://laohu8.com/S/603138\">海量数据</a>。借助整体人工智能热潮，公司盈利水平不断刷新高点。过去两年里，公司股价累计上涨近800%，市值增加了近3150亿美元。</p><p><strong>媒体称，Palantir的强劲业绩反映出美国政府和商业客户对其人工智能技术的强劲需求。与此同时，Palantir在协助特朗普政府推进驱逐移民议程中的角色，正面临越来越严格的审视。</strong></p><p>Palantir在美国的营收中，有绝大部分来自政府合同，政府用户包括美国移民与海关执法局（ICE）、美国国税局和美国国防部。<strong>Palantir表示，上个季度来自美国政府合同的营收为5.7亿美元，同比增长66%。来自美国商业客户的销售额为5.07亿美元，较一年前增长一倍以上。这两项数据均高于分析师预期。</strong></p><p>上个月，该公司与美国海军签署的一份价值4.48亿美元的合同，用于为核潜艇的维护和升级提供更优质的数据支持。</p><p>但过去一年中，现任和前员工以及民选官员对Palantir与ICE合作的批评，给公司股价的强势表现蒙上了一层阴影。ICE与Palantir签有合同，使用其技术开发应用程序，以定位和追踪被该机构列为遣返目标的移民。</p><p>自上个月明尼阿波利斯移民执法行动升级、并导致两名美国公民死亡以来，这些批评声浪达到高潮。Palantir在公开声明中一直为其与ICE的合作进行辩护。</p><p>根据媒体对政府合同公告的分析，自2025年1月以来，Palantir已从ICE获得8100万美元的合同。其中包括去年4月签署的一份3000万美元合同，用于建立一套系统，以简化“非法移民的筛选和抓捕行动”。</p><h2 id=\"id_4160938420\">遭质疑估值过高</h2><p>该公司首席执行官兼联合创始人Alexander Karp在致股东信中将公司营收加速增长形容为对公司支持者而言的“一种宇宙级的回报”。他表示，公司业绩“来自美国一批日益挑剔、真正理解人工智能价值的企业和机构的推动”。</p><p>他对媒体表示，</p><blockquote><p>“我所知道的，过去十年科技行业里无可争议的最好成绩”。</p><p>“如果你不把钱花在这上面，那你就不是在投资那些能跟上发展势头的东西。”</p></blockquote><p>虽然今年以来表现不佳，但该公司3500亿美元的市值，仍使其成为<a href=\"https://laohu8.com/S/161125\">标普500</a>指数中估值较高的股票之一。</p><p>根据媒体在去年11月基于经通胀调整后的FactSet市场数据（可追溯至1984年）所做的分析，目前标普500指数成分股中，没有任何一家公司的“估值相对于营收规模”曾达到Palantir这样的水平。</p><p>去年年底，因在2000年代末做空抵押贷款而声名大噪、因电影《大空头》而知名的对冲基金经理Michael Burry披露了对Palantir的看空押注。Burry当时还在社交平台X上发文，广泛警告人工智能存在泡沫风险。随后，随着投资者因估值担忧和对AI泡沫的担心而转向撤离AI股票，该股录得两年来表现最差的一个月。</p><p>当时，Karp在接受媒体采访时称这一操作“简直疯狂”，并指责存在“市场操纵”。</p><p>在致股东的信中，Karp表示，尽管市场对AI公司回归基本面的压力不断上升，Palantir的利润依然是“纯粹的、非刻意制造的”。</p><p>他补充说，公司商业业务板块受益于市场对软件的需求，这类软件能够为大语言模型提供结构支持。</p><p>Karp写道：</p><blockquote><p>“任何缺乏对这些技术系统所创造价值的狂热专注、缺乏真正‘抓到老鼠’能力的公司，最终都会黯然褪色，被人遗忘。”</p></blockquote><p>William Blair分析师Louis DiPalma周一将Palantir股票评级从“与大盘持平”上调至“跑赢大盘”，称此前的回调已使公司估值“变得更加合理”。</p></body></html>","collect":0,"html":"<!DOCTYPE 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir四季度营收同比暴增70%，全年指引远超市场预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-03 06:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3764783><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>数据分析公司Palantir周一盘后公布了第四季度业绩显示，营收好于市场预期，同比大增70%，达到14.1亿美元。与此同时，公司给出的下一季度营收指引表现也超出预期，较分析师原本预期高出15.3%。截至发稿，Palantir夜盘大涨超10%。以下是Palantir财报要点：主要财务数据：营收：14.1亿美元，高于分析师预期的13.4亿美元（同比增长70%，超预期4.9%）政府采购：政府采购营收同比...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3764783\">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/98204e955432d74f42aea41094b64024","relate_stocks":{"IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","PLTY":"PLTR期权收益策略ETF-YieldMax","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","BK4547":"WSB热门概念","BK4613":"AI应用软件","LU1861558580.USD":"日兴方舟颠覆性创新基金B","PLTR":"Palantir Technologies Inc.","PLTZ":"2倍做空PLTR ETF-Defiance","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","BK4588":"碎股","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","PLYY":"GraniteShares YieldBOOST PLTR ETF","PLTD":"1倍做空PLTR ETF-Direxion","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","PLTG":"2倍做多PLTR ETF-Leverage Shares","BK4023":"应用软件","BK4543":"AI","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","PTIR":"2倍做多PLTR ETF-GraniteShares","BK4585":"ETF&股票定投概念","PLTU":"2倍做多PLTR ETF-Direxion","PLTW":"PLTR周配息ETF-Roundhill"},"source_url":"https://wallstreetcn.com/articles/3764783","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2608815433","content_text":"数据分析公司Palantir周一盘后公布了第四季度业绩显示，营收好于市场预期，同比大增70%，达到14.1亿美元。与此同时，公司给出的下一季度营收指引表现也超出预期，较分析师原本预期高出15.3%。截至发稿，Palantir夜盘大涨超10%。以下是Palantir财报要点：主要财务数据：营收：14.1亿美元，高于分析师预期的13.4亿美元（同比增长70%，超预期4.9%）政府采购：政府采购营收同比增长66%，达到5.7亿美元，也超过分析师对该板块5.22亿美元的预期。商业采购：同比暴增137%，达到5.07亿美元，高于市场预计的4.79亿美元；尚未履行的美国商业合同总价值同比增长145%，达到43.8亿美元。调整后每股收益（EPS）：0.25美元，高于分析师预期的0.23美元（超预期8.6%）调整后营业利润：7.985亿美元，高于分析师预期的7.011亿美元（营业利润率56.8%，超预期13.9%）客户数量：客户数量同比增长34%，环比增长5%。业绩指引：第一季度营收：营收将在15.32亿美元至15.36亿美元之间，中值高于分析师预期的13.2亿美元2026全年营收：公司预计全年营收将在71.82亿美元至71.98亿美元之间，同样高于FactSet预期的62.2亿美元。财报公布后，该股在盘后交易中上涨约4%，此前收盘价为147.77美元。该股自去年11月的高点以来已下跌29%。截至收盘，2026年年初至今股价已下跌17%。政府业务需求大增，但配合ICE执法引争议Palantir主要向客户提供软件，用于集中、管理和分析海量数据。借助整体人工智能热潮，公司盈利水平不断刷新高点。过去两年里，公司股价累计上涨近800%，市值增加了近3150亿美元。媒体称，Palantir的强劲业绩反映出美国政府和商业客户对其人工智能技术的强劲需求。与此同时，Palantir在协助特朗普政府推进驱逐移民议程中的角色，正面临越来越严格的审视。Palantir在美国的营收中，有绝大部分来自政府合同，政府用户包括美国移民与海关执法局（ICE）、美国国税局和美国国防部。Palantir表示，上个季度来自美国政府合同的营收为5.7亿美元，同比增长66%。来自美国商业客户的销售额为5.07亿美元，较一年前增长一倍以上。这两项数据均高于分析师预期。上个月，该公司与美国海军签署的一份价值4.48亿美元的合同，用于为核潜艇的维护和升级提供更优质的数据支持。但过去一年中，现任和前员工以及民选官员对Palantir与ICE合作的批评，给公司股价的强势表现蒙上了一层阴影。ICE与Palantir签有合同，使用其技术开发应用程序，以定位和追踪被该机构列为遣返目标的移民。自上个月明尼阿波利斯移民执法行动升级、并导致两名美国公民死亡以来，这些批评声浪达到高潮。Palantir在公开声明中一直为其与ICE的合作进行辩护。根据媒体对政府合同公告的分析，自2025年1月以来，Palantir已从ICE获得8100万美元的合同。其中包括去年4月签署的一份3000万美元合同，用于建立一套系统，以简化“非法移民的筛选和抓捕行动”。遭质疑估值过高该公司首席执行官兼联合创始人Alexander Karp在致股东信中将公司营收加速增长形容为对公司支持者而言的“一种宇宙级的回报”。他表示，公司业绩“来自美国一批日益挑剔、真正理解人工智能价值的企业和机构的推动”。他对媒体表示，“我所知道的，过去十年科技行业里无可争议的最好成绩”。“如果你不把钱花在这上面，那你就不是在投资那些能跟上发展势头的东西。”虽然今年以来表现不佳，但该公司3500亿美元的市值，仍使其成为标普500指数中估值较高的股票之一。根据媒体在去年11月基于经通胀调整后的FactSet市场数据（可追溯至1984年）所做的分析，目前标普500指数成分股中，没有任何一家公司的“估值相对于营收规模”曾达到Palantir这样的水平。去年年底，因在2000年代末做空抵押贷款而声名大噪、因电影《大空头》而知名的对冲基金经理Michael Burry披露了对Palantir的看空押注。Burry当时还在社交平台X上发文，广泛警告人工智能存在泡沫风险。随后，随着投资者因估值担忧和对AI泡沫的担心而转向撤离AI股票，该股录得两年来表现最差的一个月。当时，Karp在接受媒体采访时称这一操作“简直疯狂”，并指责存在“市场操纵”。在致股东的信中，Karp表示，尽管市场对AI公司回归基本面的压力不断上升，Palantir的利润依然是“纯粹的、非刻意制造的”。他补充说，公司商业业务板块受益于市场对软件的需求，这类软件能够为大语言模型提供结构支持。Karp写道：“任何缺乏对这些技术系统所创造价值的狂热专注、缺乏真正‘抓到老鼠’能力的公司，最终都会黯然褪色，被人遗忘。”William Blair分析师Louis DiPalma周一将Palantir股票评级从“与大盘持平”上调至“跑赢大盘”，称此前的回调已使公司估值“变得更加合理”。","news_type":1,"symbols_score_info":{"PTIR":0.6,"PLTR":1.98,"PLTU":0.6,"PLTD":0.6,"PLTW":0.6,"PLTZ":0.6,"PLYY":0.6,"PLTY":0.6,"PLTG":0.6,"PLOO":0.6}},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523767788700120,"gmtCreate":1768899705230,"gmtModify":1768899708871,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208535143263322","idStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523767788700120","repostId":"1197982585","repostType":2,"repost":{"id":"1197982585","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1768898377,"share":"https://www.laohu8.com/m/news/1197982585?lang=zh_CN&edition=full","pubTime":"2026-01-20 16:39","market":"us","language":"zh","title":"夜盘异动 | 美股AI应用概念股普跌，Rezolve AI跌超11%，AppLovin跌超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1197982585","media":"老虎资讯综合","summary":"1月20日，美股夜盘时段，AI应用概念股集体下跌。$Rezolve AI$跌超11%，$AppLovin Corporation$跌超5%，$Tempus AI$、$SoundHound AI$跌超4%，$BigBear.ai Holdings$、$Unity Software$、$Figma$、$Cloudflare$、$Shopify$、$Rubrik Inc$、$Palantir$ 跌超3%，$Cerence Inc$、$C3.ai$、$Trade Desk$跌超2%。","content":"<html><head></head><body><p>1月20日，美股夜盘时段，AI应用概念股集体下跌。<a href=\"https://laohu8.com/S/RZLV\">Rezolve AI</a>跌超11%，<a href=\"https://laohu8.com/S/APP\">AppLovin Corporation</a>跌超5%，<a href=\"https://laohu8.com/S/TEM\">Tempus AI</a>、<a href=\"https://laohu8.com/S/SOUN\">SoundHound AI</a>跌超4%，<a href=\"https://laohu8.com/S/BBAI\">BigBear.ai Holdings</a>、<a href=\"https://laohu8.com/S/U\">Unity Software</a>、<a href=\"https://laohu8.com/S/FIG\">Figma</a>、<a href=\"https://laohu8.com/S/NET\">Cloudflare</a>、<a href=\"https://laohu8.com/S/SHOP\">Shopify</a>、<a href=\"https://laohu8.com/S/RBRK\">Rubrik Inc</a>、<a href=\"https://laohu8.com/S/PLTR\">Palantir</a> 跌超3%，<a href=\"https://laohu8.com/S/CRNC\">Cerence Inc</a>、<a href=\"https://laohu8.com/S/AI\">C3.ai</a>、<a href=\"https://laohu8.com/S/TTD\">Trade Desk</a>跌超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005e885e6e1d2bd6d5ffef549b65d4e0\" title=\"\" tg-width=\"417\" tg-height=\"660\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>夜盘异动 | 美股AI应用概念股普跌，Rezolve AI跌超11%，AppLovin跌超5%</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n夜盘异动 | 美股AI应用概念股普跌，Rezolve AI跌超11%，AppLovin跌超5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-01-20 16:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月20日，美股夜盘时段，AI应用概念股集体下跌。<a href=\"https://laohu8.com/S/RZLV\">Rezolve AI</a>跌超11%，<a href=\"https://laohu8.com/S/APP\">AppLovin Corporation</a>跌超5%，<a href=\"https://laohu8.com/S/TEM\">Tempus AI</a>、<a href=\"https://laohu8.com/S/SOUN\">SoundHound AI</a>跌超4%，<a href=\"https://laohu8.com/S/BBAI\">BigBear.ai Holdings</a>、<a href=\"https://laohu8.com/S/U\">Unity Software</a>、<a href=\"https://laohu8.com/S/FIG\">Figma</a>、<a href=\"https://laohu8.com/S/NET\">Cloudflare</a>、<a href=\"https://laohu8.com/S/SHOP\">Shopify</a>、<a href=\"https://laohu8.com/S/RBRK\">Rubrik Inc</a>、<a href=\"https://laohu8.com/S/PLTR\">Palantir</a> 跌超3%，<a href=\"https://laohu8.com/S/CRNC\">Cerence Inc</a>、<a href=\"https://laohu8.com/S/AI\">C3.ai</a>、<a href=\"https://laohu8.com/S/TTD\">Trade Desk</a>跌超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005e885e6e1d2bd6d5ffef549b65d4e0\" title=\"\" tg-width=\"417\" tg-height=\"660\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/75cf19e45ef63995f548d875c007fd05","relate_stocks":{"RZLV":"Rezolve AI","FIG":"Simplify Macro Strategy ETF","CRNC":"Cerence Inc.","RBRK":"Rubrik Inc.","BK4023":"应用软件"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197982585","content_text":"1月20日，美股夜盘时段，AI应用概念股集体下跌。Rezolve AI跌超11%，AppLovin Corporation跌超5%，Tempus AI、SoundHound AI跌超4%，BigBear.ai Holdings、Unity Software、Figma、Cloudflare、Shopify、Rubrik Inc、Palantir 跌超3%，Cerence Inc、C3.ai、Trade Desk跌超2%。","news_type":1,"symbols_score_info":{"FIG":2,"RZLV":1.5,"RBRK":2,"CRNC":2}},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518475418587736,"gmtCreate":1767610118104,"gmtModify":1767610120524,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208535143263322","idStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518475418587736","repostId":"1150736995","repostType":2,"repost":{"id":"1150736995","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1767603899,"share":"https://www.laohu8.com/m/news/1150736995?lang=zh_CN&edition=full","pubTime":"2026-01-05 17:04","market":"us","language":"zh","title":"盘前异动｜半导体板块普涨，美光科技、台积电涨超3%；原油板块集体走强，哈里伯顿涨超11%，雪佛龙涨超9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1150736995","media":"老虎资讯综合","summary":"1月5日，美股三大股指期货齐涨，截止发稿，道指期货涨0.1%，纳指期货涨0.51%，标普500指数期货涨0.23%。半导体板块普涨，美光科技、台积电涨超3%，AMD、阿斯麦涨超2%，英特尔、迈威尔科技涨超1%；原油板块集体走强，哈里伯顿涨超11%，雪佛龙涨超9%，康菲石油涨超8%，埃克森美孚涨超3%；尽管多个成员国充满动荡，OPEC+仍决定维持原油产量稳定；贵金属板块普涨，赫克拉矿业、泛美白银涨超3%，金田、纽曼矿业涨超1%；贵金属集体大涨！","content":"<html><head></head><body><p>1月5日，美股三大股指期货齐涨，截止发稿，道指期货涨0.1%，纳指期货涨0.51%，标普500指数期货涨0.23%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f8631ca0607a97f7e3867436d72817b\" title=\"\" tg-width=\"417\" tg-height=\"198\"/></p><p>明星科技股普涨，<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>涨超4%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨近2%；</p><p>半导体板块延续强势，<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/TSM\">台积电</a>涨超3%，<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>涨超2%，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>涨超1%；</p><p>原油板块集体走强，<a href=\"https://laohu8.com/S/HAL\">哈里伯顿</a>涨超11%，<a href=\"https://laohu8.com/S/SLB\">斯伦贝谢</a>涨超10%，<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>涨超9%，<a href=\"https://laohu8.com/S/COP\">康菲石油</a>涨超8%，<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>涨超3%；尽管多个成员国充满动荡，OPEC+仍决定维持原油产量稳定；</p><p>贵金属板块普涨，<a href=\"https://laohu8.com/S/HL\">赫克拉矿业</a>、<a href=\"https://laohu8.com/S/PAAS\">泛美白银</a>涨超3%，<a href=\"https://laohu8.com/S/GFI\">金田</a>、<a href=\"https://laohu8.com/S/NEM\">纽曼矿业</a>涨超1%；贵金属集体大涨！现货黄金重回4400美元关口，现货白银一度涨超4%；</p><p>加密货币概念股普涨，<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>、<a href=\"https://laohu8.com/S/CLSK\">CleanSpark</a>涨超3%，<a href=\"https://laohu8.com/S/BMNR\">BitMine</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Platforms</a>涨超2%；比特币日内一度涨超2%，升破93000美元；</p><p><a href=\"https://laohu8.com/S/BEKE\">贝壳</a>涨近5%，机构料内地增加房地产政策支持力度；</p><p><a href=\"https://laohu8.com/S/RGC\">脑再生科技</a>飙涨逾50%，马斯克“量产预告”催化，导致脑机接口概念大爆发。</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>盘前异动｜半导体板块普涨，美光科技、台积电涨超3%；原油板块集体走强，哈里伯顿涨超11%，雪佛龙涨超9%</title>\n<style 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17:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月5日，美股三大股指期货齐涨，截止发稿，道指期货涨0.1%，纳指期货涨0.51%，标普500指数期货涨0.23%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f8631ca0607a97f7e3867436d72817b\" title=\"\" tg-width=\"417\" tg-height=\"198\"/></p><p>明星科技股普涨，<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>涨超4%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨近2%；</p><p>半导体板块延续强势，<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/TSM\">台积电</a>涨超3%，<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>涨超2%，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>涨超1%；</p><p>原油板块集体走强，<a href=\"https://laohu8.com/S/HAL\">哈里伯顿</a>涨超11%，<a href=\"https://laohu8.com/S/SLB\">斯伦贝谢</a>涨超10%，<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>涨超9%，<a href=\"https://laohu8.com/S/COP\">康菲石油</a>涨超8%，<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>涨超3%；尽管多个成员国充满动荡，OPEC+仍决定维持原油产量稳定；</p><p>贵金属板块普涨，<a href=\"https://laohu8.com/S/HL\">赫克拉矿业</a>、<a href=\"https://laohu8.com/S/PAAS\">泛美白银</a>涨超3%，<a href=\"https://laohu8.com/S/GFI\">金田</a>、<a href=\"https://laohu8.com/S/NEM\">纽曼矿业</a>涨超1%；贵金属集体大涨！现货黄金重回4400美元关口，现货白银一度涨超4%；</p><p>加密货币概念股普涨，<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>、<a href=\"https://laohu8.com/S/CLSK\">CleanSpark</a>涨超3%，<a href=\"https://laohu8.com/S/BMNR\">BitMine</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Platforms</a>涨超2%；比特币日内一度涨超2%，升破93000美元；</p><p><a href=\"https://laohu8.com/S/BEKE\">贝壳</a>涨近5%，机构料内地增加房地产政策支持力度；</p><p><a href=\"https://laohu8.com/S/RGC\">脑再生科技</a>飙涨逾50%，马斯克“量产预告”催化，导致脑机接口概念大爆发。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"MU":"美光科技","TSM":"台积电","HAL":"哈里伯顿"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150736995","content_text":"1月5日，美股三大股指期货齐涨，截止发稿，道指期货涨0.1%，纳指期货涨0.51%，标普500指数期货涨0.23%。明星科技股普涨，Palantir涨超4%，特斯拉涨近2%；半导体板块延续强势，美光科技、台积电涨超3%，AMD、阿斯麦涨超2%，英特尔、迈威尔科技涨超1%；原油板块集体走强，哈里伯顿涨超11%，斯伦贝谢涨超10%，雪佛龙涨超9%，康菲石油涨超8%，埃克森美孚涨超3%；尽管多个成员国充满动荡，OPEC+仍决定维持原油产量稳定；贵金属板块普涨，赫克拉矿业、泛美白银涨超3%，金田、纽曼矿业涨超1%；贵金属集体大涨！现货黄金重回4400美元关口，现货白银一度涨超4%；加密货币概念股普涨，Coinbase、Strategy、CleanSpark涨超3%，BitMine、Riot Platforms涨超2%；比特币日内一度涨超2%，升破93000美元；贝壳涨近5%，机构料内地增加房地产政策支持力度；脑再生科技飙涨逾50%，马斯克“量产预告”催化，导致脑机接口概念大爆发。","news_type":1,"symbols_score_info":{"HAL":2,"TSM":2,"MU":2}},"isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518327197188496,"gmtCreate":1767519058459,"gmtModify":1767519060943,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208535143263322","idStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518327197188496","repostId":"2600204628","repostType":2,"repost":{"id":"2600204628","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1767505705,"share":"https://www.laohu8.com/m/news/2600204628?lang=zh_CN&edition=full","pubTime":"2026-01-04 13:48","market":"hk","language":"zh","title":"CES 2026前瞻：英伟达或重塑物理AI，中美韩机器人齐“秀肌肉”","url":"https://stock-news.laohu8.com/highlight/detail?id=2600204628","media":"华尔街见闻","summary":"CES 2026凸显芯片巨头战略分野：英伟达重心转向工业AI与机器人，而AMD与英特尔则坚守并升级传统PC市场。展会焦点已从消费电子转向人形机器人、AI定义汽车及卷轴屏等颠覆性硬件的产业化竞速，中、美、韩厂商在各赛道展开激烈角逐。","content":"<html><head></head><body><blockquote><p>CES 2026凸显芯片巨头战略分野：英伟达重心转向工业AI与机器人，而AMD与英特尔则坚守并升级传统PC市场。展会焦点已从消费电子转向人形机器人、AI定义汽车及卷轴屏等颠覆性硬件的产业化竞速，中、美、韩厂商在各赛道展开激烈角逐。</p></blockquote><p style=\"text-align: left;\">2026年消费电子展（CES）将于1月4日至9日在美国拉斯维加斯举行，CES一向是科技企业发表年度新品的重要舞台，展品涵盖即将上市的产品，以及仍处于概念阶段、未必投产的装置。</p><p style=\"text-align: left;\">芯片巨头的策略在CES 2026将出现显著分化，英伟达的重心明显不在传统的消费级显卡市场。</p><blockquote><ul style=\"\"><li><p style=\"text-align: left;\"><strong>英伟达（NVIDIA）：</strong> 市场预期的RTX 50 Super系列显卡（包括RTX 5080 SUPER等）或因GDDR7显存价格高企和供应短缺而<strong>推迟发布</strong>。CEO黄仁勋的演讲将聚焦“Physical AI”，<strong>推动AI算力向机器人与工业场景延伸</strong>。英伟达可能转而专注于高利润产品，如96GB显存的RTX PRO 6000 Blackwell。</p></li><li><p style=\"text-align: left;\"><strong>AMD： 采取稳健升级策略。</strong>桌面端预计推出Ryzen 9000系列，其中旗舰Ryzen 9 9950X3D2将搭载双芯片3D V-Cache，L3缓存达192MB，针对工作站用户。移动端将发布Ryzen AI 400系列（代号Gorgon Point）以巩固PC市场。</p></li><li><p style=\"text-align: left;\"><strong>英特尔（Intel）： 面临关键一战。</strong>将发布Intel Core Ultra Series 3（Panther Lake），预计包含约14款SKU。旗舰型号Core Ultra X9 388H配备16核，最高频率5.1GHz。若能获得OEM广泛支持，将有助于缓解市场对其先进制程执行力的疑虑。</p></li></ul></blockquote><h2 id=\"id_425381033\" style=\"text-align: left;\">具身智能战场：从中美韩“三国杀”看执行力进阶</h2><p style=\"text-align: left;\">2026年被视为人形机器人从Demo走向工位的关键年份，核心看点在于“降本增效”与“实战验证”。</p><blockquote><ul style=\"\"><li><p style=\"text-align: left;\"><strong>中国阵营（成本与量产）：</strong> 宇树和智元继续主导成本控制。宇树或展示G1量产版在工厂流水线的操作；智元将展示X2、A2等全系列产品及灵巧手等核心部件。</p></li><li><p style=\"text-align: left;\"><strong>美国阵营（技术标杆）：</strong> 波士顿动力的全电动Atlas将进行首次公开演示，直接对标特斯拉Optimus，展示商业化潜力。</p></li><li><p style=\"text-align: left;\"><strong>韩国阵营（产业链抱团）：</strong> 韩国将展示“K-Humanoid”联盟，由三星投资的Rainbow Robotics领衔。展品包括轮式底盘工业级人形机器人HMND 01 Alpha（身高220厘米，载荷15公斤），显示出韩国在零部件到整机全产业链的整合野心。</p></li></ul></blockquote><h2 id=\"id_2228659297\" style=\"text-align: left;\">端侧 AI 与 XR：安卓阵营的反击与中国厂商的“轻量化”突围</h2><p style=\"text-align: left;\">XR市场正在经历Apple Vision Pro发布后的“消化期”，CES 2026将是安卓阵营反击的起点。</p><blockquote><ul style=\"\"><li><p style=\"text-align: left;\"><strong>三星/谷歌联盟：</strong>三星将首秀获CES创新奖的Galaxy XR眼镜，搭载高通Snapdragon XR2+ Gen 3芯片，运行Android XR系统并深度集成Gemini AI，试图构建与苹果抗衡的生态。</p></li><li><p style=\"text-align: left;\"><strong>中国厂商（轻量化路径）：</strong> 阿里和Rokid引领“轻量化AI眼镜”潮流，避开重型头显的锋芒。阿里将展示夸克AI眼镜S1，搭载千问AI助手；Rokid Glasses则主打实时翻译、AR导航等实用场景。</p></li><li><p style=\"text-align: left;\"><strong>智能家居：</strong> 扫地机器人进入“微创新”阶段。科沃斯（X11 Omni Cyclone）和追觅不再单纯追求参数，而是通过引入旋风分离结构、GaN快充及四足越障技术，推动设备向自主服务的智能体进化。</p></li></ul></blockquote><h2 id=\"id_197719852\" style=\"text-align: left;\">汽车产业：从“软件定义”跃迁至“AI 定义”，芯片军备竞赛升级</h2><p style=\"text-align: left;\">汽车行业正经历技术架构的深层变革，智驾芯片的竞争格局日益清晰。</p><blockquote><ul style=\"\"><li><p style=\"text-align: left;\"><strong>芯片军备竞赛：</strong></p><ul style=\"\"><li><p style=\"text-align: left;\"><strong>英伟达：</strong> 凭借Thor芯片（2000 TOPS算力）主导L4级高端市场，极氪等车企计划2025年量产。</p></li><li><p style=\"text-align: left;\"><strong>高通：</strong> 虽AI算力不及英伟达，但凭借Snapdragon Ride Elite平台的“舱驾一体”架构，成功切入理想、奔驰供应链。</p></li><li><p style=\"text-align: left;\"><strong>Mobileye：</strong> 依靠EyeQ6 Lite在L2+级市场保持性价比优势，占据量产走量车型的高地。</p></li></ul></li><li><p style=\"text-align: left;\"><strong>整车技术：</strong> 吉利（银河A7搭载雷神AI电混2.0，热效率47.26%）和长城（VLA全场景大模型）展示了中国车企在架构革新上的领先优势。海外方面，宝马将展示基于Neue Klasse架构的iX3，集成Alexa+技术。</p></li></ul></blockquote><h2 id=\"id_1286510983\" style=\"text-align: left;\">硬件形态突围：联想的卷轴屏与电视厂商的 AI 画质战</h2><p style=\"text-align: left;\">面对传统硬件的创新天花板，厂商开始探索激进的形态突破。</p><blockquote><ul style=\"\"><li><p style=\"text-align: left;\"><strong>联想：</strong> 将展示ThinkBook Plus Gen 7 Auto Twist（AI驱动自动旋转屏幕）以及ThinkPad Rollable XD（卷轴屏笔记本）的实际可操作原型机，试图解决大屏与便携的矛盾。</p></li><li><p style=\"text-align: left;\"><strong>显示技术：</strong> TCL和海信继续深耕Mini-LED。TCL推出SQD-MiniLED，海信展示RGB-Mini LED，双方均重点强调AI图像处理器对画质的动态优化能力，试图用AI讲述新的显示故事。</p></li></ul></blockquote></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>CES 2026前瞻：英伟达或重塑物理AI，中美韩机器人齐“秀肌肉”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCES 2026前瞻：英伟达或重塑物理AI，中美韩机器人齐“秀肌肉”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-04 13:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3762500><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CES 2026凸显芯片巨头战略分野：英伟达重心转向工业AI与机器人，而AMD与英特尔则坚守并升级传统PC市场。展会焦点已从消费电子转向人形机器人、AI定义汽车及卷轴屏等颠覆性硬件的产业化竞速，中、美、韩厂商在各赛道展开激烈角逐。2026年消费电子展（CES）将于1月4日至9日在美国拉斯维加斯举行，CES一向是科技企业发表年度新品的重要舞台，展品涵盖即将上市的产品，以及仍处于概念阶段、未必投产的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3762500\">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/e39f5931d4cf3fccc49c0e890fceb462","relate_stocks":{"LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A 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宇树和智元继续主导成本控制。宇树或展示G1量产版在工厂流水线的操作；智元将展示X2、A2等全系列产品及灵巧手等核心部件。美国阵营（技术标杆）： 波士顿动力的全电动Atlas将进行首次公开演示，直接对标特斯拉Optimus，展示商业化潜力。韩国阵营（产业链抱团）： 韩国将展示“K-Humanoid”联盟，由三星投资的Rainbow Robotics领衔。展品包括轮式底盘工业级人形机器人HMND 01 Alpha（身高220厘米，载荷15公斤），显示出韩国在零部件到整机全产业链的整合野心。端侧 AI 与 XR：安卓阵营的反击与中国厂商的“轻量化”突围XR市场正在经历Apple Vision Pro发布后的“消化期”，CES 2026将是安卓阵营反击的起点。三星/谷歌联盟：三星将首秀获CES创新奖的Galaxy XR眼镜，搭载高通Snapdragon XR2+ Gen 3芯片，运行Android XR系统并深度集成Gemini AI，试图构建与苹果抗衡的生态。中国厂商（轻量化路径）： 阿里和Rokid引领“轻量化AI眼镜”潮流，避开重型头显的锋芒。阿里将展示夸克AI眼镜S1，搭载千问AI助手；Rokid Glasses则主打实时翻译、AR导航等实用场景。智能家居： 扫地机器人进入“微创新”阶段。科沃斯（X11 Omni Cyclone）和追觅不再单纯追求参数，而是通过引入旋风分离结构、GaN快充及四足越障技术，推动设备向自主服务的智能体进化。汽车产业：从“软件定义”跃迁至“AI 定义”，芯片军备竞赛升级汽车行业正经历技术架构的深层变革，智驾芯片的竞争格局日益清晰。芯片军备竞赛：英伟达： 凭借Thor芯片（2000 TOPS算力）主导L4级高端市场，极氪等车企计划2025年量产。高通： 虽AI算力不及英伟达，但凭借Snapdragon Ride Elite平台的“舱驾一体”架构，成功切入理想、奔驰供应链。Mobileye： 依靠EyeQ6 Lite在L2+级市场保持性价比优势，占据量产走量车型的高地。整车技术： 吉利（银河A7搭载雷神AI电混2.0，热效率47.26%）和长城（VLA全场景大模型）展示了中国车企在架构革新上的领先优势。海外方面，宝马将展示基于Neue Klasse架构的iX3，集成Alexa+技术。硬件形态突围：联想的卷轴屏与电视厂商的 AI 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20:44","market":"us","language":"zh","title":"异动解读 | 光计算芯片突破提振半导体板块，三倍做多半导体ETF盘前大涨5.01%","url":"https://stock-news.laohu8.com/highlight/detail?id=1116724020","media":"异动解读","summary":"三倍做多半导体ETF-Direxion Daily（SOXL）今日盘前大涨5.01%，成为市场焦点。消息面上，半导体板块整体走强，主要受到上海交通大学团队研发的全光计算芯片\"LightGen\"突破的提振。该芯片首次实现大规模语义生成模型的光子级运算，为AI算力瓶颈提供了全新解决方案。此外，全球AI算力需求持续高景气，存储芯片市场回暖，进一步推动半导体行业上行周期。","content":"<p>三倍做多半导体ETF-Direxion Daily（SOXL）今日盘前大涨5.01%，成为市场焦点。</p><p>消息面上，半导体板块整体走强，主要受到上海交通大学团队研发的全光计算芯片\"LightGen\"突破的提振。该芯片首次实现大规模语义生成模型的光子级运算，为AI算力瓶颈提供了全新解决方案。此外，全球AI算力需求持续高景气，存储芯片市场回暖，进一步推动半导体行业上行周期。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>异动解读 | 光计算芯片突破提振半导体板块，三倍做多半导体ETF盘前大涨5.01%</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; 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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异动解读 | 光计算芯片突破提振半导体板块，三倍做多半导体ETF盘前大涨5.01%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-12-22 20:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>三倍做多半导体ETF-Direxion Daily（SOXL）今日盘前大涨5.01%，成为市场焦点。</p><p>消息面上，半导体板块整体走强，主要受到上海交通大学团队研发的全光计算芯片\"LightGen\"突破的提振。该芯片首次实现大规模语义生成模型的光子级运算，为AI算力瓶颈提供了全新解决方案。此外，全球AI算力需求持续高景气，存储芯片市场回暖，进一步推动半导体行业上行周期。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOXL":"三倍做多半导体ETF-Direxion Daily"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116724020","content_text":"三倍做多半导体ETF-Direxion Daily（SOXL）今日盘前大涨5.01%，成为市场焦点。消息面上，半导体板块整体走强，主要受到上海交通大学团队研发的全光计算芯片\"LightGen\"突破的提振。该芯片首次实现大规模语义生成模型的光子级运算，为AI算力瓶颈提供了全新解决方案。此外，全球AI算力需求持续高景气，存储芯片市场回暖，进一步推动半导体行业上行周期。","news_type":1,"symbols_score_info":{"SOXL":1}},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513712355561856,"gmtCreate":1766463593158,"gmtModify":1766463594949,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208535143263322","idStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513712355561856","repostId":"1130115371","repostType":4,"repost":{"id":"1130115371","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1766415140,"share":"https://www.laohu8.com/m/news/1130115371?lang=zh_CN&edition=full","pubTime":"2025-12-22 22:52","market":"us","language":"zh","title":"异动解读 | NEBIUS盘中大涨5.05%，分析师预测其2026年或被科技巨头收购","url":"https://stock-news.laohu8.com/highlight/detail?id=1130115371","media":"异动解读","summary":"NEBIUS今日盘中大涨5.05%，引发市场关注。消息面上，美国投行韦德布什知名科技分析师丹·艾夫斯发布了对2026年科技股的预测，其中提到NEBIUS可能成为大型科技公司的收购目标。这一预测增强了市场对NEBIUS未来发展的乐观情绪，推动了股价上涨。今年以来，NEBIUS的股价涨幅已接近200%，市场研究公司Futurum Group也将其列为下一代人工智能领域的顶级科技股之一。","content":"<p>NEBIUS（NBIS）今日盘中大涨5.05%，引发市场关注。</p><p>消息面上，美国投行韦德布什知名科技分析师丹·艾夫斯（Dan Ives）发布了对2026年科技股的预测，其中提到NEBIUS可能成为大型科技公司的收购目标。艾夫斯列举了微软、谷歌和亚马逊作为潜在的“买家”，并指出NEBIUS作为人工智能基础设施提供商，在人工智能军备竞赛中具有显著优势。这一预测增强了市场对NEBIUS未来发展的乐观情绪，推动了股价上涨。</p><p>今年以来，NEBIUS的股价涨幅已接近200%，市场研究公司Futurum Group也将其列为下一代人工智能领域的顶级科技股之一。此次分析师的最新预测进一步巩固了投资者对该公司前景的信心。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>异动解读 | NEBIUS盘中大涨5.05%，分析师预测其2026年或被科技巨头收购</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-12-22 22:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEBIUS（NBIS）今日盘中大涨5.05%，引发市场关注。</p><p>消息面上，美国投行韦德布什知名科技分析师丹·艾夫斯（Dan Ives）发布了对2026年科技股的预测，其中提到NEBIUS可能成为大型科技公司的收购目标。艾夫斯列举了微软、谷歌和亚马逊作为潜在的“买家”，并指出NEBIUS作为人工智能基础设施提供商，在人工智能军备竞赛中具有显著优势。这一预测增强了市场对NEBIUS未来发展的乐观情绪，推动了股价上涨。</p><p>今年以来，NEBIUS的股价涨幅已接近200%，市场研究公司Futurum Group也将其列为下一代人工智能领域的顶级科技股之一。此次分析师的最新预测进一步巩固了投资者对该公司前景的信心。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NBIS":"NEBIUS"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130115371","content_text":"NEBIUS（NBIS）今日盘中大涨5.05%，引发市场关注。消息面上，美国投行韦德布什知名科技分析师丹·艾夫斯（Dan Ives）发布了对2026年科技股的预测，其中提到NEBIUS可能成为大型科技公司的收购目标。艾夫斯列举了微软、谷歌和亚马逊作为潜在的“买家”，并指出NEBIUS作为人工智能基础设施提供商，在人工智能军备竞赛中具有显著优势。这一预测增强了市场对NEBIUS未来发展的乐观情绪，推动了股价上涨。今年以来，NEBIUS的股价涨幅已接近200%，市场研究公司Futurum Group也将其列为下一代人工智能领域的顶级科技股之一。此次分析师的最新预测进一步巩固了投资者对该公司前景的信心。","news_type":1,"symbols_score_info":{"NBIS":1}},"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513711713239256,"gmtCreate":1766463516629,"gmtModify":1766463518772,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208535143263322","idStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513711713239256","repostId":"2592130284","repostType":2,"repost":{"id":"2592130284","kind":"highlight","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1766108460,"share":"https://www.laohu8.com/m/news/2592130284?lang=zh_CN&edition=full","pubTime":"2025-12-19 09:41","market":"hk","language":"zh","title":"集体大涨！特朗普，刚刚签了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2592130284","media":"券商中国","summary":"特朗普，有新动作！当地时间12月18日，美国总统特朗普签署了一项行政命令，该命令要求美国人到2028年重返月球。同一天，特朗普还签署了总额达9010亿美元的2026财年国防授权法案。11月4日，特朗普再次提名他出任该职位。分析人士指出，特朗普最新签署的行政命令，以及美参议院确认艾萨克曼出任美航天局局长，均对美国SpaceX等商业航天公司构成“利好”。","content":"<html><body><div><p><span leaf=\"\"><span textstyle=\"\">特朗普，有新动作！</span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">当地时间12月18日，美国总统特朗普签署了一项行政命令，该命令要求美国人到2028年重返月球。该命令通过升级发射基础设施和开发商业途径，以在2030年前取代国际空间站，从而刺激私营部门的创新和投资。</span></span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">或是受到上述消息刺激，美股商业<a href=\"https://laohu8.com/S/000901\">航天</a>概念股周四集体大涨，Rocket LAB USA涨超11%，<a href=\"https://laohu8.com/S/ASTSW\">AST SpaceMobile</a>涨6.58%，<a href=\"https://laohu8.com/S/HWM\">Howmet Aerospace</a>涨3.56%。</span></span></span></p><p><span><span leaf=\"\">同一天，特朗普还签署了总额达9010亿美元的2026财年国防授权法案。另外，美国国防部表示，特朗普提名约书亚·罗德晋升为将军级别，并任命其为国家安全局局长。</span></span></p><p><span leaf=\"\">特朗普签令：2028年登月！</span></p><p><span><span leaf=\"\"><span textstyle=\"\">美国白宫当地时间12月18日发表声明称，特朗普当日签署了一项行政命令，为“美国优先”的太空政策制定了愿景，以确保美国在太空探索、安全和商业领域“引领世界”。</span></span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">该命令要求美国人到2028年重返月球，并在2030年前建立永久月球前哨站的初始设施，指示在月球和轨道上部署核反应堆。该命令通过升级发射基础设施和开发商业途径，以在2030年前取代国际空间站，从而刺激私营部门的创新和投资。</span></span></span></p><p><span><span leaf=\"\">该命令指示总统科学技术顾问协调国家太空政策工作，并指示联邦各部门和机构共同执行该命令，包括简化采购流程、实施相关的太空安全战略，确保拥有适当的人力资源来实现这些目标。</span></span></p><p><span><span leaf=\"\">据央视新闻报道，此前一天，即当地时间12月17日，美国参议院以67票赞成、30票反对的投票结果，确认亿万富翁私人宇航员贾里德·艾萨克曼担任美国国家航空<a href=\"https://laohu8.com/S/00031\">航天</a>局（NASA）第15任局长。</span></span></p><p><span><span leaf=\"\">艾萨克曼是美国支付服务商“Shift4支付”的创始人兼首席执行官，也是马斯克的好友。他曾于去年12月首次被特朗普提名担任美航天局局长，但提名在今年5月底被撤回。11月4日，特朗普再次提名他出任该职位。</span></span></p><p><span><span leaf=\"\">2024年9月，美国太空探索技术公司（SpaceX）发射“龙”飞船展开太空行走任务，艾萨克曼是4名宇航员之一，并在任务中出舱，完成了全球首次商业太空行走。此次任务由艾萨克曼和SpaceX共同出资。</span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">分析人士指出，特朗普最新签署的行政命令，以及美参议院确认艾萨克曼出任美航天局局长，均对美国SpaceX等商业航天公司构成“利好”。</span></span></span></p><p><span><span leaf=\"\">据报道，马斯克旗下的SpaceX可能在明年上市，这家公司正计划进行一轮内部股份出售，估值达到8000亿美元，由此成为全球估值最高的未上市企业。其首次公开募股（IPO）也将成为史上最大。有观点认为，SpaceX上市将使马斯克成为关注焦点，为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>再添动力。</span></span></p><p><span><span leaf=\"\">“从历史经验来看，马斯克旗下某家公司取得重大里程碑式的成就时，往往会提振对其他公司的信心。”50 Park Investments首席执行官Adam Sarhan表示，“高调的SpaceX IPO可能吸引一批被其创新故事打动的新投资者 —— 而且这种热情往往也会蔓延到特斯拉。”</span></span></p><p><span><span leaf=\"\">彭博行业研究分析师Steve Man表示，截至目前，特斯拉股价已经受益于围绕SpaceX的热度。他表示，两家公司的使命相互关联，描绘了这样一个未来：特斯拉的Optimus机器人助力马斯克的火星殖民雄心，而SpaceX的星链系统则增强地球上车辆的连接性。</span></span></p><p><span leaf=\"\">特朗普签署2026财年国防授权法案</span></p><p><span><span leaf=\"\"><span textstyle=\"\">据央视新闻报道，当地时间12月18日，美国总统特朗普签署总额达9010亿美元的2026财年国防授权法案。</span></span></span></p><p><span><span leaf=\"\">参议院12月17日以77票赞成、20票反对的表决结果通过了这一法案。众议院已于12月10日投票通过该法案。</span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">据悉，法案内容包括提高美国现役军人薪酬，支持在美国西南边境部署国民警卫队和现役部队以拦截非法移民和毒品，开发“金穹”导弹防御系统和提升军事战备水平等措施。法案还要求在未来两年每年向乌克兰提供4亿美元军事援助，废除国会2002年授权政府对伊拉克动武的决议、取消对叙利亚的制裁。</span></span></span></p><p><span><span leaf=\"\">法案还包含一项条款，要求国防部长赫格塞思交出美军9月2日在加勒比海攻击一艘美方所谓“贩毒船”并杀死两名生还者的未剪辑录像及行动命令副本。赫格塞思16日对媒体表示，国防部不会向公众公开这一完整视频，参众两院的军事委员会成员将观看这一视频。</span></span></p><p><span><span leaf=\"\">美国国会参众两院每年依据宪法通过下一财年国防授权法案，由总统签署成为法律，该法案是美国防务年度开支预算和国防政策的指导性文件。</span></span></p><h2 placeholder=\"请输入标题\"></h2><h2 auto=\"\" none=\"\" normal=\"\" para=\"\" placeholder=\"请输入标题\" rgb=\"\" start=\"\"></h2><p><span><span leaf=\"\"><span textstyle=\"\">责编：罗晓霞</span></span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">排版：王璐璐</span></span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">校对：王蔚</span></span></span></p><h2 placeholder=\"请输入标题\"></h2><p mp-original-font-size=\"17.910400390625\" mp-original-line-height=\"25.600000381469727\"><span mp-original-font-size=\"15\" mp-original-line-height=\"25.600000381469727\"><strong mp-original-font-size=\"15\" mp-original-line-height=\"25.600000381469727\"><span mp-original-font-size=\"15\" mp-original-line-height=\"25.600000381469727\"><span leaf=\"\"><span textstyle=\"\">百万用户都在看</span></span></span></strong></span></p><h2 placeholder=\"请输入标题\"></h2><h2 placeholder=\"请输入标题\"></h2><p><span><h2 placeholder=\"请输入标题\"><span><p mp-original-font-size=\"14\" mp-original-line-height=\"24.5\"><span leaf=\"\"><span textstyle=\"\">“黑天鹅”突袭！刚刚，全线大跌！</span></span></p><p mp-original-font-size=\"14\" mp-original-line-height=\"24.5\"><span leaf=\"\"><span textstyle=\"\">1.9万股民狂欢！中一签，暴赚30万元！知名大佬浮盈百亿！<a href=\"https://laohu8.com/S/688802\">沐曦股份</a>，暴涨568%！</span></span></p></span></h2></span></p><p mp-original-font-size=\"14\" 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n集体大涨！特朗普，刚刚签了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2025-12-19 09:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div><p><span leaf=\"\"><span textstyle=\"\">特朗普，有新动作！</span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">当地时间12月18日，美国总统特朗普签署了一项行政命令，该命令要求美国人到2028年重返月球。该命令通过升级发射基础设施和开发商业途径，以在2030年前取代国际空间站，从而刺激私营部门的创新和投资。</span></span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">或是受到上述消息刺激，美股商业<a href=\"https://laohu8.com/S/000901\">航天</a>概念股周四集体大涨，Rocket LAB USA涨超11%，<a href=\"https://laohu8.com/S/ASTSW\">AST SpaceMobile</a>涨6.58%，<a href=\"https://laohu8.com/S/HWM\">Howmet Aerospace</a>涨3.56%。</span></span></span></p><p><span><span leaf=\"\">同一天，特朗普还签署了总额达9010亿美元的2026财年国防授权法案。另外，美国国防部表示，特朗普提名约书亚·罗德晋升为将军级别，并任命其为国家安全局局长。</span></span></p><p><span leaf=\"\">特朗普签令：2028年登月！</span></p><p><span><span leaf=\"\"><span textstyle=\"\">美国白宫当地时间12月18日发表声明称，特朗普当日签署了一项行政命令，为“美国优先”的太空政策制定了愿景，以确保美国在太空探索、安全和商业领域“引领世界”。</span></span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">该命令要求美国人到2028年重返月球，并在2030年前建立永久月球前哨站的初始设施，指示在月球和轨道上部署核反应堆。该命令通过升级发射基础设施和开发商业途径，以在2030年前取代国际空间站，从而刺激私营部门的创新和投资。</span></span></span></p><p><span><span leaf=\"\">该命令指示总统科学技术顾问协调国家太空政策工作，并指示联邦各部门和机构共同执行该命令，包括简化采购流程、实施相关的太空安全战略，确保拥有适当的人力资源来实现这些目标。</span></span></p><p><span><span leaf=\"\">据央视新闻报道，此前一天，即当地时间12月17日，美国参议院以67票赞成、30票反对的投票结果，确认亿万富翁私人宇航员贾里德·艾萨克曼担任美国国家航空<a href=\"https://laohu8.com/S/00031\">航天</a>局（NASA）第15任局长。</span></span></p><p><span><span leaf=\"\">艾萨克曼是美国支付服务商“Shift4支付”的创始人兼首席执行官，也是马斯克的好友。他曾于去年12月首次被特朗普提名担任美航天局局长，但提名在今年5月底被撤回。11月4日，特朗普再次提名他出任该职位。</span></span></p><p><span><span leaf=\"\">2024年9月，美国太空探索技术公司（SpaceX）发射“龙”飞船展开太空行走任务，艾萨克曼是4名宇航员之一，并在任务中出舱，完成了全球首次商业太空行走。此次任务由艾萨克曼和SpaceX共同出资。</span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">分析人士指出，特朗普最新签署的行政命令，以及美参议院确认艾萨克曼出任美航天局局长，均对美国SpaceX等商业航天公司构成“利好”。</span></span></span></p><p><span><span leaf=\"\">据报道，马斯克旗下的SpaceX可能在明年上市，这家公司正计划进行一轮内部股份出售，估值达到8000亿美元，由此成为全球估值最高的未上市企业。其首次公开募股（IPO）也将成为史上最大。有观点认为，SpaceX上市将使马斯克成为关注焦点，为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>再添动力。</span></span></p><p><span><span leaf=\"\">“从历史经验来看，马斯克旗下某家公司取得重大里程碑式的成就时，往往会提振对其他公司的信心。”50 Park Investments首席执行官Adam Sarhan表示，“高调的SpaceX IPO可能吸引一批被其创新故事打动的新投资者 —— 而且这种热情往往也会蔓延到特斯拉。”</span></span></p><p><span><span leaf=\"\">彭博行业研究分析师Steve Man表示，截至目前，特斯拉股价已经受益于围绕SpaceX的热度。他表示，两家公司的使命相互关联，描绘了这样一个未来：特斯拉的Optimus机器人助力马斯克的火星殖民雄心，而SpaceX的星链系统则增强地球上车辆的连接性。</span></span></p><p><span leaf=\"\">特朗普签署2026财年国防授权法案</span></p><p><span><span leaf=\"\"><span textstyle=\"\">据央视新闻报道，当地时间12月18日，美国总统特朗普签署总额达9010亿美元的2026财年国防授权法案。</span></span></span></p><p><span><span leaf=\"\">参议院12月17日以77票赞成、20票反对的表决结果通过了这一法案。众议院已于12月10日投票通过该法案。</span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">据悉，法案内容包括提高美国现役军人薪酬，支持在美国西南边境部署国民警卫队和现役部队以拦截非法移民和毒品，开发“金穹”导弹防御系统和提升军事战备水平等措施。法案还要求在未来两年每年向乌克兰提供4亿美元军事援助，废除国会2002年授权政府对伊拉克动武的决议、取消对叙利亚的制裁。</span></span></span></p><p><span><span leaf=\"\">法案还包含一项条款，要求国防部长赫格塞思交出美军9月2日在加勒比海攻击一艘美方所谓“贩毒船”并杀死两名生还者的未剪辑录像及行动命令副本。赫格塞思16日对媒体表示，国防部不会向公众公开这一完整视频，参众两院的军事委员会成员将观看这一视频。</span></span></p><p><span><span leaf=\"\">美国国会参众两院每年依据宪法通过下一财年国防授权法案，由总统签署成为法律，该法案是美国防务年度开支预算和国防政策的指导性文件。</span></span></p><h2 placeholder=\"请输入标题\"></h2><h2 auto=\"\" none=\"\" normal=\"\" para=\"\" placeholder=\"请输入标题\" rgb=\"\" start=\"\"></h2><p><span><span leaf=\"\"><span textstyle=\"\">责编：罗晓霞</span></span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">排版：王璐璐</span></span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">校对：王蔚</span></span></span></p><h2 placeholder=\"请输入标题\"></h2><p mp-original-font-size=\"17.910400390625\" mp-original-line-height=\"25.600000381469727\"><span mp-original-font-size=\"15\" mp-original-line-height=\"25.600000381469727\"><strong mp-original-font-size=\"15\" mp-original-line-height=\"25.600000381469727\"><span mp-original-font-size=\"15\" mp-original-line-height=\"25.600000381469727\"><span leaf=\"\"><span textstyle=\"\">百万用户都在看</span></span></span></strong></span></p><h2 placeholder=\"请输入标题\"></h2><h2 placeholder=\"请输入标题\"></h2><p><span><h2 placeholder=\"请输入标题\"><span><p mp-original-font-size=\"14\" mp-original-line-height=\"24.5\"><span leaf=\"\"><span textstyle=\"\">“黑天鹅”突袭！刚刚，全线大跌！</span></span></p><p mp-original-font-size=\"14\" mp-original-line-height=\"24.5\"><span leaf=\"\"><span textstyle=\"\">1.9万股民狂欢！中一签，暴赚30万元！知名大佬浮盈百亿！<a href=\"https://laohu8.com/S/688802\">沐曦股份</a>，暴涨568%！</span></span></p></span></h2></span></p><p mp-original-font-size=\"14\" mp-original-line-height=\"24.5\"><span leaf=\"\"><span textstyle=\"\">20%涨停！AI，传来重磅消息！</span></span></p><p mp-original-font-size=\"14\" mp-original-line-height=\"24.5\"><span leaf=\"\"><span textstyle=\"\">A股，重要调整！</span></span></p><p mp-original-font-size=\"14\" mp-original-line-height=\"24.5\"><span leaf=\"\"><span textstyle=\"\">A股突发！芯片大牛股，终止重组！</span></span></p><p mp-original-font-size=\"16\" mp-original-line-height=\"25.600000381469727\"><span mp-original-font-size=\"12\" mp-original-line-height=\"19.200000762939453\"><span mp-original-font-size=\"12\" mp-original-line-height=\"19.200000762939453\"><span leaf=\"\"><span textstyle=\"\">违法和不良信息举报电话：0755-83514034</span></span></span></span></p><p mp-original-font-size=\"16\" mp-original-line-height=\"25.600000381469727\"><span mp-original-font-size=\"12\" mp-original-line-height=\"19.200000762939453\"><span mp-original-font-size=\"12\" mp-original-line-height=\"19.200000762939453\"><span leaf=\"\"><span textstyle=\"\">邮箱：bwb@stcn.com</span></span></span></span></p><p mp-original-font-size=\"16\" mp-original-line-height=\"25.600000381469727\" nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/375f60f0ef1640d09805d9ed2389a09d\" width=\"676px\"/></p></div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","BK4612":"AI芯片","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL 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Aerospace涨3.56%。同一天，特朗普还签署了总额达9010亿美元的2026财年国防授权法案。另外，美国国防部表示，特朗普提名约书亚·罗德晋升为将军级别，并任命其为国家安全局局长。特朗普签令：2028年登月！美国白宫当地时间12月18日发表声明称，特朗普当日签署了一项行政命令，为“美国优先”的太空政策制定了愿景，以确保美国在太空探索、安全和商业领域“引领世界”。该命令要求美国人到2028年重返月球，并在2030年前建立永久月球前哨站的初始设施，指示在月球和轨道上部署核反应堆。该命令通过升级发射基础设施和开发商业途径，以在2030年前取代国际空间站，从而刺激私营部门的创新和投资。该命令指示总统科学技术顾问协调国家太空政策工作，并指示联邦各部门和机构共同执行该命令，包括简化采购流程、实施相关的太空安全战略，确保拥有适当的人力资源来实现这些目标。据央视新闻报道，此前一天，即当地时间12月17日，美国参议院以67票赞成、30票反对的投票结果，确认亿万富翁私人宇航员贾里德·艾萨克曼担任美国国家航空航天局（NASA）第15任局长。艾萨克曼是美国支付服务商“Shift4支付”的创始人兼首席执行官，也是马斯克的好友。他曾于去年12月首次被特朗普提名担任美航天局局长，但提名在今年5月底被撤回。11月4日，特朗普再次提名他出任该职位。2024年9月，美国太空探索技术公司（SpaceX）发射“龙”飞船展开太空行走任务，艾萨克曼是4名宇航员之一，并在任务中出舱，完成了全球首次商业太空行走。此次任务由艾萨克曼和SpaceX共同出资。分析人士指出，特朗普最新签署的行政命令，以及美参议院确认艾萨克曼出任美航天局局长，均对美国SpaceX等商业航天公司构成“利好”。据报道，马斯克旗下的SpaceX可能在明年上市，这家公司正计划进行一轮内部股份出售，估值达到8000亿美元，由此成为全球估值最高的未上市企业。其首次公开募股（IPO）也将成为史上最大。有观点认为，SpaceX上市将使马斯克成为关注焦点，为特斯拉再添动力。“从历史经验来看，马斯克旗下某家公司取得重大里程碑式的成就时，往往会提振对其他公司的信心。”50 Park Investments首席执行官Adam Sarhan表示，“高调的SpaceX IPO可能吸引一批被其创新故事打动的新投资者 —— 而且这种热情往往也会蔓延到特斯拉。”彭博行业研究分析师Steve Man表示，截至目前，特斯拉股价已经受益于围绕SpaceX的热度。他表示，两家公司的使命相互关联，描绘了这样一个未来：特斯拉的Optimus机器人助力马斯克的火星殖民雄心，而SpaceX的星链系统则增强地球上车辆的连接性。特朗普签署2026财年国防授权法案据央视新闻报道，当地时间12月18日，美国总统特朗普签署总额达9010亿美元的2026财年国防授权法案。参议院12月17日以77票赞成、20票反对的表决结果通过了这一法案。众议院已于12月10日投票通过该法案。据悉，法案内容包括提高美国现役军人薪酬，支持在美国西南边境部署国民警卫队和现役部队以拦截非法移民和毒品，开发“金穹”导弹防御系统和提升军事战备水平等措施。法案还要求在未来两年每年向乌克兰提供4亿美元军事援助，废除国会2002年授权政府对伊拉克动武的决议、取消对叙利亚的制裁。法案还包含一项条款，要求国防部长赫格塞思交出美军9月2日在加勒比海攻击一艘美方所谓“贩毒船”并杀死两名生还者的未剪辑录像及行动命令副本。赫格塞思16日对媒体表示，国防部不会向公众公开这一完整视频，参众两院的军事委员会成员将观看这一视频。美国国会参众两院每年依据宪法通过下一财年国防授权法案，由总统签署成为法律，该法案是美国防务年度开支预算和国防政策的指导性文件。责编：罗晓霞排版：王璐璐校对：王蔚百万用户都在看“黑天鹅”突袭！刚刚，全线大跌！1.9万股民狂欢！中一签，暴赚30万元！知名大佬浮盈百亿！沐曦股份，暴涨568%！20%涨停！AI，传来重磅消息！A股，重要调整！A股突发！芯片大牛股，终止重组！违法和不良信息举报电话：0755-83514034邮箱：bwb@stcn.com","news_type":1,"symbols_score_info":{"UFO":0.6,"TSYW.SI":0.6,"RKLB":1.91,"ASTS":1.89,"HWM":1.87}},"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511701416370216,"gmtCreate":1765954057726,"gmtModify":1765954060147,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208535143263322","idStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511701416370216","repostId":"1133906484","repostType":2,"repost":{"id":"1133906484","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1765950875,"share":"https://www.laohu8.com/m/news/1133906484?lang=zh_CN&edition=full","pubTime":"2025-12-17 13:54","market":"us","language":"zh","title":"美国银行2026年押注这6只人工智能顶级芯片股","url":"https://stock-news.laohu8.com/highlight/detail?id=1133906484","media":"老虎资讯综合","summary":"美国银行表示，人工智能仍将是2026年最值得布局的投资主题。Arya预计，2026年半导体销售额将再增长约30%，首次接近1万亿美元规模。美国银行推荐名单中的第三只股票是 $拉姆研究$ 。Arya给出的195美元目标价意味着约19%的潜在上涨空间。","content":"<html><head></head><body><p style=\"text-align: left;\">美国银行表示，人工智能仍将是2026年最值得布局的投资主题。</p><p style=\"text-align: left;\">在周二发布的一份研报中，该行指出，AI投资周期仍处于早期至中期阶段。由Vivek Arya领衔的分析团队预计，芯片制造商将继续带来具有吸引力、但波动较大的回报，并认为华尔街整体共识仍然低估了这些股票所承担的“关键性”使命。</p><p style=\"text-align: left;\">Arya在报告中写道：“AI投资进入‘中期低潮’，但我们预计，在数据中心利用率强劲、供给偏紧、企业级采用加速，以及大语言模型（LLM）开发商、超大规模云厂商和主权客户之间竞争加剧的推动下，AI半导体在未来一年仍将实现同比50%以上的稳健增长。对AI投资回报和超大规模云厂商现金流的更严格审视，可能会令股价维持震荡，但这一影响将被更新、更快的LLM开发商以及服务于企业和主权客户的AI工厂所部分抵消。”</p><p style=\"text-align: left;\">Arya预计，2026年半导体销售额将再增长约30%，首次接近1万亿美元规模。</p><p style=\"text-align: left;\">在同一份研报中，他还给出了该板块中自己最看好的六只大型股，重点关注公司质量和行业领导地位，如下所示：</p><p style=\"text-align: left;\"><strong>美国银行2026年最看好的6只AI股票</strong></p><table style=\"border-collapse: collapse;\"><colgroup><col/><col/><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">股票代码</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">公司</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">12月15日收盘价</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">目标价</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">上涨空间</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">NVDA</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> （Nvidia）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">176.29美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">275美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">56%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">AVGO</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/AVGO\">博通</a> （Broadcom）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">339.81美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">500美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">47%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">LRCX</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/LRCX\">拉姆研究</a> （Lam Research）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">164.30美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">195美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">19%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">KLAC</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/KLAC\">科磊</a>  （KLA）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">1,125.11美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">1,450美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">29%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">ADI</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/ADI\">亚德诺</a> （Analog Devices）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">280.44美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">320美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">14%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">CDNS</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/CDNS\">铿腾电子</a> （Cadence Design Systems）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">318.43美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">400美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">26%</p></td></tr></tbody></table><p style=\"text-align: left;\">来源：美国银行</p><p style=\"text-align: left;\">作为AI领域的“海报股”，今年以来上涨32%的 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> ，仍是美国银行2026年最看好的六只股票之一。Arya给出的275美元目标价意味着，黄仁勋领导的这家公司的目标价较当前水平仍有56%的上涨空间。Arya表示，英伟达目前的估值“极具吸引力”，其市盈率仅相当于自身增长率的一半，同时拥有稳健的产品管线和充足的潜在催化因素。</p><p style=\"text-align: left;\">他写道：“我们的目标价基于英伟达在高速增长的AI计算和网络市场中的领先份额，尽管全球AI项目存在阶段性波动、游戏市场具有周期性，以及对电力供应可得性的担忧，这些因素对其形成一定对冲。”</p><p style=\"text-align: left;\">同样被评为“买入”评级的 <a href=\"https://laohu8.com/S/AVGO\">博通</a> ，在Arya的六大首选中具备第二大的潜在上涨空间。他认为，凭借“两位数的每股收益增长，以及半导体行业中最出色的盈利能力、自由现金流创造能力和资本回报”，该股较周一收盘价有望上涨47%。</p><p style=\"text-align: left;\">美国银行推荐名单中的第三只股票是 <a href=\"https://laohu8.com/S/LRCX\">拉姆研究</a> 。Arya给出的195美元目标价意味着约19%的潜在上涨空间。</p><p style=\"text-align: left;\">Arya写道：“我们的目标价依据处于历史9倍至40倍交易区间的偏上水平，这一估值由持续的存储器晶圆制造设备（WFE）周期、长期中等偏十几的每股收益复合年增长率、刻蚀/沉积设备的产品领先地位、刻蚀/沉积环节强度提升、市场份额扩大、代工/逻辑业务相对存储业务的敞口提升、NAND复苏前景改善以及稳健的自由现金流创造能力所支撑；同时，短期内的成本通胀和关税问题构成一定压力。”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国银行2026年押注这6只人工智能顶级芯片股</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国银行2026年押注这6只人工智能顶级芯片股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-12-17 13:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">美国银行表示，人工智能仍将是2026年最值得布局的投资主题。</p><p style=\"text-align: left;\">在周二发布的一份研报中，该行指出，AI投资周期仍处于早期至中期阶段。由Vivek Arya领衔的分析团队预计，芯片制造商将继续带来具有吸引力、但波动较大的回报，并认为华尔街整体共识仍然低估了这些股票所承担的“关键性”使命。</p><p style=\"text-align: left;\">Arya在报告中写道：“AI投资进入‘中期低潮’，但我们预计，在数据中心利用率强劲、供给偏紧、企业级采用加速，以及大语言模型（LLM）开发商、超大规模云厂商和主权客户之间竞争加剧的推动下，AI半导体在未来一年仍将实现同比50%以上的稳健增长。对AI投资回报和超大规模云厂商现金流的更严格审视，可能会令股价维持震荡，但这一影响将被更新、更快的LLM开发商以及服务于企业和主权客户的AI工厂所部分抵消。”</p><p style=\"text-align: left;\">Arya预计，2026年半导体销售额将再增长约30%，首次接近1万亿美元规模。</p><p style=\"text-align: left;\">在同一份研报中，他还给出了该板块中自己最看好的六只大型股，重点关注公司质量和行业领导地位，如下所示：</p><p style=\"text-align: left;\"><strong>美国银行2026年最看好的6只AI股票</strong></p><table style=\"border-collapse: collapse;\"><colgroup><col/><col/><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">股票代码</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">公司</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">12月15日收盘价</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">目标价</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">上涨空间</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">NVDA</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> （Nvidia）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">176.29美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">275美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">56%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">AVGO</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/AVGO\">博通</a> （Broadcom）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">339.81美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">500美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">47%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">LRCX</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/LRCX\">拉姆研究</a> （Lam Research）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">164.30美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">195美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">19%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">KLAC</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/KLAC\">科磊</a>  （KLA）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">1,125.11美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">1,450美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">29%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">ADI</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/ADI\">亚德诺</a> （Analog Devices）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">280.44美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">320美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">14%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">CDNS</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/CDNS\">铿腾电子</a> （Cadence Design Systems）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">318.43美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">400美元</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">26%</p></td></tr></tbody></table><p style=\"text-align: left;\">来源：美国银行</p><p style=\"text-align: left;\">作为AI领域的“海报股”，今年以来上涨32%的 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> ，仍是美国银行2026年最看好的六只股票之一。Arya给出的275美元目标价意味着，黄仁勋领导的这家公司的目标价较当前水平仍有56%的上涨空间。Arya表示，英伟达目前的估值“极具吸引力”，其市盈率仅相当于自身增长率的一半，同时拥有稳健的产品管线和充足的潜在催化因素。</p><p style=\"text-align: left;\">他写道：“我们的目标价基于英伟达在高速增长的AI计算和网络市场中的领先份额，尽管全球AI项目存在阶段性波动、游戏市场具有周期性，以及对电力供应可得性的担忧，这些因素对其形成一定对冲。”</p><p style=\"text-align: left;\">同样被评为“买入”评级的 <a href=\"https://laohu8.com/S/AVGO\">博通</a> ，在Arya的六大首选中具备第二大的潜在上涨空间。他认为，凭借“两位数的每股收益增长，以及半导体行业中最出色的盈利能力、自由现金流创造能力和资本回报”，该股较周一收盘价有望上涨47%。</p><p style=\"text-align: left;\">美国银行推荐名单中的第三只股票是 <a href=\"https://laohu8.com/S/LRCX\">拉姆研究</a> 。Arya给出的195美元目标价意味着约19%的潜在上涨空间。</p><p style=\"text-align: left;\">Arya写道：“我们的目标价依据处于历史9倍至40倍交易区间的偏上水平，这一估值由持续的存储器晶圆制造设备（WFE）周期、长期中等偏十几的每股收益复合年增长率、刻蚀/沉积设备的产品领先地位、刻蚀/沉积环节强度提升、市场份额扩大、代工/逻辑业务相对存储业务的敞口提升、NAND复苏前景改善以及稳健的自由现金流创造能力所支撑；同时，短期内的成本通胀和关税问题构成一定压力。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/a97eb9a14d755a31467860c91b81c811","relate_stocks":{"KLAC":"科磊","ADI":"亚德诺","LRCX":"拉姆研究","NVDA":"英伟达","CDNS":"铿腾电子","AVGO":"博通"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133906484","content_text":"美国银行表示，人工智能仍将是2026年最值得布局的投资主题。在周二发布的一份研报中，该行指出，AI投资周期仍处于早期至中期阶段。由Vivek Arya领衔的分析团队预计，芯片制造商将继续带来具有吸引力、但波动较大的回报，并认为华尔街整体共识仍然低估了这些股票所承担的“关键性”使命。Arya在报告中写道：“AI投资进入‘中期低潮’，但我们预计，在数据中心利用率强劲、供给偏紧、企业级采用加速，以及大语言模型（LLM）开发商、超大规模云厂商和主权客户之间竞争加剧的推动下，AI半导体在未来一年仍将实现同比50%以上的稳健增长。对AI投资回报和超大规模云厂商现金流的更严格审视，可能会令股价维持震荡，但这一影响将被更新、更快的LLM开发商以及服务于企业和主权客户的AI工厂所部分抵消。”Arya预计，2026年半导体销售额将再增长约30%，首次接近1万亿美元规模。在同一份研报中，他还给出了该板块中自己最看好的六只大型股，重点关注公司质量和行业领导地位，如下所示：美国银行2026年最看好的6只AI股票股票代码公司12月15日收盘价目标价上涨空间NVDA 英伟达 （Nvidia）176.29美元275美元56%AVGO 博通 （Broadcom）339.81美元500美元47%LRCX 拉姆研究 （Lam Research）164.30美元195美元19%KLAC 科磊  （KLA）1,125.11美元1,450美元29%ADI 亚德诺 （Analog Devices）280.44美元320美元14%CDNS 铿腾电子 （Cadence Design Systems）318.43美元400美元26%来源：美国银行作为AI领域的“海报股”，今年以来上涨32%的 英伟达 ，仍是美国银行2026年最看好的六只股票之一。Arya给出的275美元目标价意味着，黄仁勋领导的这家公司的目标价较当前水平仍有56%的上涨空间。Arya表示，英伟达目前的估值“极具吸引力”，其市盈率仅相当于自身增长率的一半，同时拥有稳健的产品管线和充足的潜在催化因素。他写道：“我们的目标价基于英伟达在高速增长的AI计算和网络市场中的领先份额，尽管全球AI项目存在阶段性波动、游戏市场具有周期性，以及对电力供应可得性的担忧，这些因素对其形成一定对冲。”同样被评为“买入”评级的 博通 ，在Arya的六大首选中具备第二大的潜在上涨空间。他认为，凭借“两位数的每股收益增长，以及半导体行业中最出色的盈利能力、自由现金流创造能力和资本回报”，该股较周一收盘价有望上涨47%。美国银行推荐名单中的第三只股票是 拉姆研究 。Arya给出的195美元目标价意味着约19%的潜在上涨空间。Arya写道：“我们的目标价依据处于历史9倍至40倍交易区间的偏上水平，这一估值由持续的存储器晶圆制造设备（WFE）周期、长期中等偏十几的每股收益复合年增长率、刻蚀/沉积设备的产品领先地位、刻蚀/沉积环节强度提升、市场份额扩大、代工/逻辑业务相对存储业务的敞口提升、NAND复苏前景改善以及稳健的自由现金流创造能力所支撑；同时，短期内的成本通胀和关税问题构成一定压力。”","news_type":1,"symbols_score_info":{"AVGO":2,"KLAC":2,"CDNS":2,"ADI":2,"NVDA":2,"LRCX":2}},"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":510713056489472,"gmtCreate":1765698650284,"gmtModify":1765698652575,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208535143263322","idStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/510713056489472","repostId":"510631257858192","repostType":1,"repost":{"id":510631257858192,"gmtCreate":1765698510395,"gmtModify":1765698575478,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36979109942400","idStr":"36979109942400"},"themes":[],"title":"【一周科技动态】英伟达被甲骨文，博通财报拖累，AI领导地位是否还在？","htmlText":"本周宏观主线12月FOMC如期降息25bp，并启动约400亿美元的短期国债购入以补充体系准备金，但市场的核心关注点并非政策操作本身，而是鲍威尔罕见地承认当前就业增长可能被“系统性高估”。最新点阵图对2026年利率路径分歧显著扩大，尽管中位数仍指向一次25bp降息，但区间从零降息到150bp降息全覆盖，反映决策层对经济后续走势缺乏共识。企业层面，Oracle 财报引发市场对 AI Capex 回报率的首次系统性担忧。 疲软的云收入与大幅提升的资本开支导致股价重挫近11%，并拖累纳指，使投资者开始重新评估 AI 投资周期中“上游算力繁荣与下游需求兑现”之间的结构性错配。整个科技板块的估值溢价因此面临一定压缩。大科技本周在周五科技股抛售大跌。截止12.4收盘，过去一周过半下跌。截止周五收盘，nvidia，goog大跌4%左右。一周大科技核心观点- <a href=\"https://laohu8.com/S/NVDA\">$NVIDIA(NVDA)$</a> 被 <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> ， <a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> 财报拖累，美银维持看好nvidia在ai领域的领先地位据路透社报道，中国对H200芯片的需求已超出英伟达当前产能，英伟达正评估增加H200 AI芯片产量。但是nvda在周五暴跌.美银最新的 NVDA 投资者会议总结给出强烈的正面信号：维持 Buy，重申最高评级 Top Pick，目标价 $275。NVDA 当前估值为 25x/19x 2026/2027 PE，美银认为相比“收益增速”只有 0.5×PEG，明显低估（Mag7 与成长股平均 PEG 在 2x）。BofA 认为，Nvidia 在 AI 计算领域的技术与商业领","listText":"本周宏观主线12月FOMC如期降息25bp，并启动约400亿美元的短期国债购入以补充体系准备金，但市场的核心关注点并非政策操作本身，而是鲍威尔罕见地承认当前就业增长可能被“系统性高估”。最新点阵图对2026年利率路径分歧显著扩大，尽管中位数仍指向一次25bp降息，但区间从零降息到150bp降息全覆盖，反映决策层对经济后续走势缺乏共识。企业层面，Oracle 财报引发市场对 AI Capex 回报率的首次系统性担忧。 疲软的云收入与大幅提升的资本开支导致股价重挫近11%，并拖累纳指，使投资者开始重新评估 AI 投资周期中“上游算力繁荣与下游需求兑现”之间的结构性错配。整个科技板块的估值溢价因此面临一定压缩。大科技本周在周五科技股抛售大跌。截止12.4收盘，过去一周过半下跌。截止周五收盘，nvidia，goog大跌4%左右。一周大科技核心观点- <a href=\"https://laohu8.com/S/NVDA\">$NVIDIA(NVDA)$</a> 被 <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> ， <a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> 财报拖累，美银维持看好nvidia在ai领域的领先地位据路透社报道，中国对H200芯片的需求已超出英伟达当前产能，英伟达正评估增加H200 AI芯片产量。但是nvda在周五暴跌.美银最新的 NVDA 投资者会议总结给出强烈的正面信号：维持 Buy，重申最高评级 Top Pick，目标价 $275。NVDA 当前估值为 25x/19x 2026/2027 PE，美银认为相比“收益增速”只有 0.5×PEG，明显低估（Mag7 与成长股平均 PEG 在 2x）。BofA 认为，Nvidia 在 AI 计算领域的技术与商业领","text":"本周宏观主线12月FOMC如期降息25bp，并启动约400亿美元的短期国债购入以补充体系准备金，但市场的核心关注点并非政策操作本身，而是鲍威尔罕见地承认当前就业增长可能被“系统性高估”。最新点阵图对2026年利率路径分歧显著扩大，尽管中位数仍指向一次25bp降息，但区间从零降息到150bp降息全覆盖，反映决策层对经济后续走势缺乏共识。企业层面，Oracle 财报引发市场对 AI Capex 回报率的首次系统性担忧。 疲软的云收入与大幅提升的资本开支导致股价重挫近11%，并拖累纳指，使投资者开始重新评估 AI 投资周期中“上游算力繁荣与下游需求兑现”之间的结构性错配。整个科技板块的估值溢价因此面临一定压缩。大科技本周在周五科技股抛售大跌。截止12.4收盘，过去一周过半下跌。截止周五收盘，nvidia，goog大跌4%左右。一周大科技核心观点- $NVIDIA(NVDA)$ 被 $甲骨文(ORCL)$ ， $博通(AVGO)$ 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