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千祥云集xyq

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IP属地：甘肃

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千祥云集xyq

01-23

美国对这些地区出手的重要目的就是这些地区背后的自然资源。

千祥云集xyq

2025-12-24

$特斯拉(TSLA)$ 不可能一直没有更新对于哈哈哈

千祥云集xyq

01-18

没有交易就没有生活每天都是这样

千祥云集xyq

01-09

n能不能你举高高

千祥云集xyq

02-04

太阳光伏能。

消息人士：马斯克团队近期秘密走访了中国多家光伏企业

千祥云集xyq

01-05

$壁仞科技(06082)$ 继续输液继续捂。

千祥云集xyq

02-02

航天算力，太阳能。

年赚80亿、估值冲击万亿美元：SpaceX走到IPO关键节点

千祥云集xyq

01-03

$壁仞科技(06082)$ 不错的变革，大家持之以恒

千祥云集xyq

01-27

$特斯拉(TSLA)$ [财迷]

千祥云集xyq

01-07

联合起来搞好一点，各自为政功亏一篑

去老虎APP查看更多动态

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英伟达跌超4%，延续财报后疲软态势。甲骨文、苹果均跌超3%。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> OpenAI 开启“主权算力”时代 OpenAI 近期正式确认完成 1100 亿美元的融资，投后估值直接冲上 8400 亿美元，稳坐全球科技独角兽头把交椅 。这不只是一次融资，更是生成式 AI 从算法竞争转向“资源控制权”竞争的分水岭。 &nbsp;&nbsp; 在本轮融资中，亚马逊的入场最值得玩味。它承诺投资 500 亿美元，但玩了个“对赌”结构：首期 150 亿美元先到账，剩下的 350 亿美元则要看 OpenAI 能否达成特定条件，比如实现通用人工智能（AGI）的技术突破，或是启动 IPO 。对萨姆·奥特曼来说，这不仅是拿到了钱，更是通过引入亚马逊 摆脱了对微软的单一依赖。 &nbsp;&nbsp; <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 技术逻辑上，OpenAI 正在从“对话框”升级为“虚拟员工”。双方联合开发的“有状态运行时环境”（SRE）是核心，它让 AI 能够记住数周前的对话背景，处理复杂的跨工具任务 。为此，OpenAI 承诺在 AWS 上消耗 2 吉瓦（GW）的 Tr","text":"本周五，生产者价格指数（PPI）公布，全线超预期上涨，创下近一年来的最快增速，重燃通胀忧虑。英国私募信贷巨头MFS破产、引爆恐慌。美股低开，最终标普、纳指跌幅收窄，但仍下挫。标普500收跌0.4%，全月累计跌近1%，创去年3月以来的最大单月跌幅。道指日内跌逾1%。 英伟达跌超4%，延续财报后疲软态势。甲骨文、苹果均跌超3%。 $英伟达(NVDA)$ $甲骨文(ORCL)$ $苹果(AAPL)$ OpenAI 开启“主权算力”时代 OpenAI 近期正式确认完成 1100 亿美元的融资，投后估值直接冲上 8400 亿美元，稳坐全球科技独角兽头把交椅 。这不只是一次融资，更是生成式 AI 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Tr","images":[{"img":"https://static.tigerbbs.com/36f7444164c3e6e353ef4aa449dc11a2","width":"1080","height":"504"},{"img":"https://static.tigerbbs.com/d2f2694c88894fae0534a4d6db78b83d","width":"933","height":"261"},{"img":"https://static.tigerbbs.com/b3081827059d56218ba05484a4b8674f","width":"464","height":"545"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537482109412488","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537272317359776,"gmtCreate":1772189091878,"gmtModify":1772189094352,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"迟到的正义","listText":"迟到的正义","text":"迟到的正义","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537272317359776","repostId":"2614177836","repostType":4,"repost":{"id":"2614177836","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":1772185383,"share":"https://www.laohu8.com/m/news/2614177836?lang=zh_CN&edition=full","pubTime":"2026-02-27 17:43","market":"hk","language":"zh","title":"获利了结！外资创纪录卖出韩国股市，单日抛售6.8万亿韩元","url":"https://stock-news.laohu8.com/highlight/detail?id=2614177836","media":"华尔街见闻","summary":"年内暴涨近50%后，韩国股市突遭外资创纪录抛售，单日狂抛6.8万亿韩元终结六连涨！与此同时，本地机构及散户则呈净买入态势。有机构指出，大跌实为技术调整与获利了结，被低估的韩股仍具充足上涨空间。","content":"<html><head></head><body><p>全球投资者周五以创纪录规模抛售韩国股票，为今年以来韩股暴涨近50%后的一次集中获利了结。</p><p>据韩国交易所数据，<strong>外国基金当日常规交易时段净卖出6.8万亿韩元（约47亿美元）的韩国综合股价指数（Kospi）成分股，刷新单日净卖出历史纪录。</strong>受此拖累，Kospi指数下跌1%，终结此前连续六日的上涨势头。与此同时，本地机构及散户投资者则呈净买入态势。</p><p>韩股此番抛售发生在一轮罕见强势行情之后。自去年4月低点算起，Kospi已累计飙涨约170%，表现大幅领跑全球主要市场。本周该指数更突破6000点关口，韩国股市总市值一度超过德国与法国之和，引发海外上市ETF出现异常成交与价格波动。</p><p>首尔Timefolio Investment Management基金经理Kim Namho表示，此次回调主要由月末基准指数再平衡操作及急涨后的获利了结共同触发。他同时指出，&#34;市场普遍认为韩股仍被低估，此次整理之后仍有充足上涨空间。&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/29a626801a1be9a2e62b04bdc8fcfe4c\" tg-width=\"1017\" tg-height=\"954\"/></p><h2 id=\"id_2703919086\">内存繁荣驱动，韩股领跑全球</h2><p>韩股的这轮牛市，背后是全球内存芯片需求的爆发式增长。作为<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>及SK海力士的主要上市地，韩国直接受益于此轮内存景气周期，即便市场对人工智能相关资产的&#34;恐慌性交易&#34;令其他地区股市承压，韩股也大体保持强势。</p><p>Kospi本周突破6000点整数关口，距韩国总统李在明将5000点设定为政治目标的时间点仅过去约一个月，这一进程远超市场预期。</p><p>韩国股市总市值超越欧洲重量级经济体德国与法国，更令国际投资者加速涌入。海外市场寻求布局韩国资产的热情高涨，部分在海外上市的韩国相关ETF因此出现成交量异常放大及价格偏离的情况。</p><h2 id=\"id_1433768263\">月末再平衡叠加获利了结，触发单日纪录抛售</h2><p>分析人士认为，此次外资大规模减持并非趋势性逆转信号，更多反映的是技术性调整压力。Kim Namho指出，月末基准指数的机械式再平衡操作，与急涨行情后的获利兑现行为在同一时间窗口叠加，共同放大了当日的抛售规模。</p><p>值得注意的是，外资净卖出期间，本地机构与散户投资者选择逢低承接，在一定程度上承接了外资的抛压，显示出国内市场对后市走势的相对乐观判断。Kim Namho表示，<strong>市场主流观点仍认为韩股估值偏低，当前调整不改长期向上的逻辑。</strong></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>获利了结！外资创纪录卖出韩国股市，单日抛售6.8万亿韩元</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获利了结！外资创纪录卖出韩国股市，单日抛售6.8万亿韩元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-27 17:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3766355><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球投资者周五以创纪录规模抛售韩国股票，为今年以来韩股暴涨近50%后的一次集中获利了结。据韩国交易所数据，外国基金当日常规交易时段净卖出6.8万亿韩元（约47亿美元）的韩国综合股价指数（Kospi）成分股，刷新单日净卖出历史纪录。受此拖累，Kospi指数下跌1%，终结此前连续六日的上涨势头。与此同时，本地机构及散户投资者则呈净买入态势。韩股此番抛售发生在一轮罕见强势行情之后。自去年4月低点算起，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3766355\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcSBqTq-Ud8gerLDQmdpYU5lia_HG8KE16LElw&s","relate_stocks":{"MKOR":"Matthews Korea Active ETF","07709":"南方两倍做多海力士","KORU":"Direxion Daily MSCI South Korea Bull 3x Shares","07747":"南方两倍做多三星电子","BK4535":"淡马锡持仓","FLKR":"Franklin FTSE South Korea ETF","EWY":"韩国ETF-iShares MSCI"},"source_url":"https://wallstreetcn.com/articles/3766355","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2614177836","content_text":"全球投资者周五以创纪录规模抛售韩国股票，为今年以来韩股暴涨近50%后的一次集中获利了结。据韩国交易所数据，外国基金当日常规交易时段净卖出6.8万亿韩元（约47亿美元）的韩国综合股价指数（Kospi）成分股，刷新单日净卖出历史纪录。受此拖累，Kospi指数下跌1%，终结此前连续六日的上涨势头。与此同时，本地机构及散户投资者则呈净买入态势。韩股此番抛售发生在一轮罕见强势行情之后。自去年4月低点算起，Kospi已累计飙涨约170%，表现大幅领跑全球主要市场。本周该指数更突破6000点关口，韩国股市总市值一度超过德国与法国之和，引发海外上市ETF出现异常成交与价格波动。首尔Timefolio Investment Management基金经理Kim Namho表示，此次回调主要由月末基准指数再平衡操作及急涨后的获利了结共同触发。他同时指出，\"市场普遍认为韩股仍被低估，此次整理之后仍有充足上涨空间。\"内存繁荣驱动，韩股领跑全球韩股的这轮牛市，背后是全球内存芯片需求的爆发式增长。作为三星电子及SK海力士的主要上市地，韩国直接受益于此轮内存景气周期，即便市场对人工智能相关资产的\"恐慌性交易\"令其他地区股市承压，韩股也大体保持强势。Kospi本周突破6000点整数关口，距韩国总统李在明将5000点设定为政治目标的时间点仅过去约一个月，这一进程远超市场预期。韩国股市总市值超越欧洲重量级经济体德国与法国，更令国际投资者加速涌入。海外市场寻求布局韩国资产的热情高涨，部分在海外上市的韩国相关ETF因此出现成交量异常放大及价格偏离的情况。月末再平衡叠加获利了结，触发单日纪录抛售分析人士认为，此次外资大规模减持并非趋势性逆转信号，更多反映的是技术性调整压力。Kim Namho指出，月末基准指数的机械式再平衡操作，与急涨行情后的获利兑现行为在同一时间窗口叠加，共同放大了当日的抛售规模。值得注意的是，外资净卖出期间，本地机构与散户投资者选择逢低承接，在一定程度上承接了外资的抛压，显示出国内市场对后市走势的相对乐观判断。Kim Namho表示，市场主流观点仍认为韩股估值偏低，当前调整不改长期向上的逻辑。","news_type":1,"symbols_score_info":{"07709":2,"MKOR":1.5,"FLKR":1.5,"07747":2,"EWY":2.1,"KORU":1.5}},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536628283646856,"gmtCreate":1772033650414,"gmtModify":1772033652612,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"rfcxdhhhhhjjjjnfffcb hhhdfjy","listText":"rfcxdhhhhhjjjjnfffcb hhhdfjy","text":"rfcxdhhhhhjjjjnfffcb 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22:38","market":"us","language":"zh","title":"特斯拉盘初走低，纽约州州长撤回利好无人驾驶出租车的提案","url":"https://stock-news.laohu8.com/highlight/detail?id=1111677188","media":"老虎资讯综合","summary":"撤回在纽约市外推出无人驾驶出租车的提案。","content":"<html><head></head><body><p>周四， <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 盘初跌超1.5%。消息面上，美国纽约州州长霍楚尔撤回了一项允许在纽约市以外地区提供商业无人驾驶出租车服务的提案，这对特斯拉、Waymo来说是一个打击。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de9f0b03da84ed4048be12795b2bf21c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>霍楚尔上个月在一份政策预览报告中提出的这项提案，将允许Waymo等自动驾驶汽车公司申请许可，试运行无人驾驶服务。州长办公室证实已决定撤回该计划。</p><p>Waymo表示：“虽然我们对州长的决定感到失望，但我们致力于将我们的服务带到纽约，并将与州立法机构合作推进这个问题。”</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\" 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉盘初走低，纽约州州长撤回利好无人驾驶出租车的提案\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\">2026-02-19 22:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四， <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 盘初跌超1.5%。消息面上，美国纽约州州长霍楚尔撤回了一项允许在纽约市以外地区提供商业无人驾驶出租车服务的提案，这对特斯拉、Waymo来说是一个打击。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de9f0b03da84ed4048be12795b2bf21c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>霍楚尔上个月在一份政策预览报告中提出的这项提案，将允许Waymo等自动驾驶汽车公司申请许可，试运行无人驾驶服务。州长办公室证实已决定撤回该计划。</p><p>Waymo表示：“虽然我们对州长的决定感到失望，但我们致力于将我们的服务带到纽约，并将与州立法机构合作推进这个问题。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/774e9e20a509c7594ccd5890c4dbe3bb","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111677188","content_text":"周四， 特斯拉 盘初跌超1.5%。消息面上，美国纽约州州长霍楚尔撤回了一项允许在纽约市以外地区提供商业无人驾驶出租车服务的提案，这对特斯拉、Waymo来说是一个打击。霍楚尔上个月在一份政策预览报告中提出的这项提案，将允许Waymo等自动驾驶汽车公司申请许可，试运行无人驾驶服务。州长办公室证实已决定撤回该计划。Waymo表示：“虽然我们对州长的决定感到失望，但我们致力于将我们的服务带到纽约，并将与州立法机构合作推进这个问题。”","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536158440588984,"gmtCreate":1771917176449,"gmtModify":1771917179280,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"任何关于技术栈落地与生态协同的更新，都会直接影响市场对未来利用率、毛利与单位经济模型的评估。","listText":"任何关于技术栈落地与生态协同的更新，都会直接影响市场对未来利用率、毛利与单位经济模型的评估。","text":"任何关于技术栈落地与生态协同的更新，都会直接影响市场对未来利用率、毛利与单位经济模型的评估。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536158440588984","repostId":"1151669404","repostType":4,"repost":{"id":"1151669404","kind":"news","weMediaInfo":{"introduction":"专注财报前瞻、财报解析的大模型Agent","home_visible":1,"media_name":"财报Agent","id":"1017018787","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1771467588,"share":"https://www.laohu8.com/m/news/1151669404?lang=zh_CN&edition=full","pubTime":"2026-02-19 10:19","market":"sh","language":"zh","title":"财报前瞻 ｜CoreWeave, Inc.本季度营收预计达15.48亿美元，机构观点偏多","url":"https://stock-news.laohu8.com/highlight/detail?id=1151669404","media":"财报Agent","summary":"CoreWeave, Inc.将于2026年02月26日美股盘后发布财报，本文基于一致预期与近期机构观点梳理关键看点。市场目前一致预期CoreWeave, Inc.本季度营收为15.48亿美元，同比增速为0.00；调整后每股收益预计为-0.49美元，同比增速为0.00。上季度CoreWeave, Inc.营收为13.65亿美元，同比为0.00；毛利率为72.97%；归属于母公司股东的净利润为-1.10亿美元，净利率为-8.07%；调整后每股收益为-0.08美元，同比为0.00。","content":"<h2 id=\"id_1960544591\">摘要</h2><p> CoreWeave, Inc.将于2026年02月26日美股盘后发布财报，本文基于一致预期与近期机构观点梳理关键看点。</p><h2 id=\"id_2172590709\">市场预测</h2><p> 市场目前一致预期CoreWeave, Inc.本季度营收为15.48亿美元，调整后每股收益预计为-0.49美元。公司或市场层面未披露本季度毛利率与净利润（或净利率）的量化预测，因此不在此列展示。公司核心业务仍围绕AI云算力服务展开，基于合同执行与新产能上线的节奏，收入结构以算力交付为主；从已披露的预测口径看，增长更多取决于大客户上量与产能兑现。公司当前发展前景最大的现有业务仍是面向大模型训练与推理的算力交付，上季度公司整体营收为13.65亿美元，规模基数为新季度的释放提供了参考。</p><h2 id=\"id_3539262060\">上季度回顾</h2><p> 上季度CoreWeave, Inc.营收为13.65亿美元，毛利率为72.97%；归属于母公司股东的净利润为-1.10亿美元，净利率为-8.07%；调整后每股收益为-0.08美元，财务结构上，高毛利率与负净利率并存，显示折旧摊销、利息费用与扩张投入阶段性压制利润表，业绩弹性仍依赖规模与成本曲线优化。公司主营以AI云算力服务为主，上季度实现营收13.65亿美元，在手合同与新增产能交付的带动下，规模化出货仍是收入的核心驱动。</p><h2 id=\"id_4014023347\">本季度展望（含主要观点的分析内容）</h2><h4 id=\"id_1700048045\">产能兑现与大客户交付</h4><p> 产能转换成计费算力、并被核心客户稳定消化，是本季度收入能否达到预期的关键。近期机构观点提到，若公司按计划向已签约客户交付新增产能，全年一致预期有望上修，这意味着本季度的交付节奏将直接决定收入的爬坡度。上季度收入已达到13.65亿美元，本季度一致预期上调至15.48亿美元，核心逻辑是产能上量与客户需求的匹配提升。由于上季度毛利率达到72.97%，若本季度产能利用率继续改善，单位算力的摊销效率有望提升，有助于抵消扩张期的固定成本压力。相应地，若个别项目的建设、并网或上架节奏滞后，或单一大客户上量慢于计划，则对营收兑现与利润修复的影响会被放大，管理层在执行端的稳定性是市场关注点之一。</p><p></p><p></p><h4 id=\"id_1691694049\">技术路线与生态合作</h4><p> 在技术与生态层面，近期公司披露计划在今年下半年引入新一代平台以承载更复杂的推理与代理类工作负载，对本季度的意义在于预售与试点推动的客户黏性与转化率。AI工作负载迭代频率较高，软硬件协同的能力会影响客户对平台的长期承诺与合同周期。公司近期与上游核心生态伙伴的互动加强，资本与技术的绑定预期有助于改善资产周转效率与融资可用性，从而为新一轮产能部署提供保障。一旦新平台的早期能力验证顺利，本季度有望在签约与排期层面先行反映，尽管收入的全面确认更可能在后续季度体现。对股价而言，任何关于技术栈落地与生态协同的更新，都会直接影响市场对未来利用率、毛利与单位经济模型的评估。</p><p></p><p></p><h4 id=\"id_787262560\">融资成本、资产周转与利润弹性</h4><p> 上季度公司净利率为-8.07%，与72.97%的高毛利率之间存在明显缺口，主要矛盾在于规模扩张期的折旧与资本成本对利润表的压制。随着更多在建资产转化为可用产能并进入计费周期，资产周转速度的提升将带来单位折旧的摊薄效果，理论上利于净利率修复。本季度若营收达到15.48亿美元预期，在边际成本稳定的前提下，经营杠杆有望开始体现，对EBIT与经营性现金流将形成支撑。另一方面，若融资环境波动或资本性支出前置加大，短期净利端仍可能承压，市场将更看重经营现金流与资本开支节奏之间的平衡度。综合看，本季度利润弹性的释放与否，取决于产能利用率、价格/折扣结构与融资成本三者的动态均衡。</p><p></p><p></p><h4 id=\"id_2814631106\">与股价相关的事件驱动</h4><p> 近期资本层面的合作消息增强了市场对公司财务弹性与产能落地的信心，这类事件对短期股价往往具有放大效应，尤其在业绩公布前的预期博弈阶段。与此同时，围绕公司信息披露与历史并购进程的法律事项仍在推进，投资者情绪可能随舆情与诉讼进展波动，这会影响估值区间的稳定性。本季度若公司在指引中对产能交付与客户排期给出更清晰的量化路径，或对资本开支与折旧前景提供更具可比性的框架，预期差有望收敛，股价弹性更取决于收入兑现与利润修复的节奏。</p><p></p><p></p><h2 id=\"id_3778108301\">分析师观点</h2><p> 从近期研究动态看，看多观点占据主导。德意志银行在1月下旬将公司评级上调至“买入”并上调目标价至140美元，其核心论点在于：中期基本面展望稳健，若公司按计划向已签约大客户交付产能，全年一致预期的营收有望得到上修；且随着大客户在手订单占比提升，新增资本的边际成本具备下行空间。在这一逻辑下，模型对本季度的关键假设包括更高的产能利用率与更好的经营杠杆传导至利润端。另一家机构在1月初将公司评级由低配上调至中性，体现出基于执行力与负面情绪缓和后的立场改观，但对估值与利润修复的观察期仍需更多经营数据支持。此外，多家机构的汇总评级显示偏“增持/买入”的取向，说明主流观点认为公司在产能落地与大客户交付方面具备实现预期的可能。综合这些观点，当前机构更偏向于在执行节奏改善、融资成本边际优化与技术路线清晰的框架下看待公司的基本面进展，并将本季度的验证点聚焦在营收兑现、毛利稳定与对未来几个季度的指引透明度上。</p><p></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>财报前瞻 ｜CoreWeave, Inc.本季度营收预计达15.48亿美元，机构观点偏多</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财报前瞻 ｜CoreWeave, Inc.本季度营收预计达15.48亿美元，机构观点偏多\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2026-02-19 10:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<h2 id=\"id_1960544591\">摘要</h2><p> CoreWeave, Inc.将于2026年02月26日美股盘后发布财报，本文基于一致预期与近期机构观点梳理关键看点。</p><h2 id=\"id_2172590709\">市场预测</h2><p> 市场目前一致预期CoreWeave, Inc.本季度营收为15.48亿美元，调整后每股收益预计为-0.49美元。公司或市场层面未披露本季度毛利率与净利润（或净利率）的量化预测，因此不在此列展示。公司核心业务仍围绕AI云算力服务展开，基于合同执行与新产能上线的节奏，收入结构以算力交付为主；从已披露的预测口径看，增长更多取决于大客户上量与产能兑现。公司当前发展前景最大的现有业务仍是面向大模型训练与推理的算力交付，上季度公司整体营收为13.65亿美元，规模基数为新季度的释放提供了参考。</p><h2 id=\"id_3539262060\">上季度回顾</h2><p> 上季度CoreWeave, Inc.营收为13.65亿美元，毛利率为72.97%；归属于母公司股东的净利润为-1.10亿美元，净利率为-8.07%；调整后每股收益为-0.08美元，财务结构上，高毛利率与负净利率并存，显示折旧摊销、利息费用与扩张投入阶段性压制利润表，业绩弹性仍依赖规模与成本曲线优化。公司主营以AI云算力服务为主，上季度实现营收13.65亿美元，在手合同与新增产能交付的带动下，规模化出货仍是收入的核心驱动。</p><h2 id=\"id_4014023347\">本季度展望（含主要观点的分析内容）</h2><h4 id=\"id_1700048045\">产能兑现与大客户交付</h4><p> 产能转换成计费算力、并被核心客户稳定消化，是本季度收入能否达到预期的关键。近期机构观点提到，若公司按计划向已签约客户交付新增产能，全年一致预期有望上修，这意味着本季度的交付节奏将直接决定收入的爬坡度。上季度收入已达到13.65亿美元，本季度一致预期上调至15.48亿美元，核心逻辑是产能上量与客户需求的匹配提升。由于上季度毛利率达到72.97%，若本季度产能利用率继续改善，单位算力的摊销效率有望提升，有助于抵消扩张期的固定成本压力。相应地，若个别项目的建设、并网或上架节奏滞后，或单一大客户上量慢于计划，则对营收兑现与利润修复的影响会被放大，管理层在执行端的稳定性是市场关注点之一。</p><p></p><p></p><h4 id=\"id_1691694049\">技术路线与生态合作</h4><p> 在技术与生态层面，近期公司披露计划在今年下半年引入新一代平台以承载更复杂的推理与代理类工作负载，对本季度的意义在于预售与试点推动的客户黏性与转化率。AI工作负载迭代频率较高，软硬件协同的能力会影响客户对平台的长期承诺与合同周期。公司近期与上游核心生态伙伴的互动加强，资本与技术的绑定预期有助于改善资产周转效率与融资可用性，从而为新一轮产能部署提供保障。一旦新平台的早期能力验证顺利，本季度有望在签约与排期层面先行反映，尽管收入的全面确认更可能在后续季度体现。对股价而言，任何关于技术栈落地与生态协同的更新，都会直接影响市场对未来利用率、毛利与单位经济模型的评估。</p><p></p><p></p><h4 id=\"id_787262560\">融资成本、资产周转与利润弹性</h4><p> 上季度公司净利率为-8.07%，与72.97%的高毛利率之间存在明显缺口，主要矛盾在于规模扩张期的折旧与资本成本对利润表的压制。随着更多在建资产转化为可用产能并进入计费周期，资产周转速度的提升将带来单位折旧的摊薄效果，理论上利于净利率修复。本季度若营收达到15.48亿美元预期，在边际成本稳定的前提下，经营杠杆有望开始体现，对EBIT与经营性现金流将形成支撑。另一方面，若融资环境波动或资本性支出前置加大，短期净利端仍可能承压，市场将更看重经营现金流与资本开支节奏之间的平衡度。综合看，本季度利润弹性的释放与否，取决于产能利用率、价格/折扣结构与融资成本三者的动态均衡。</p><p></p><p></p><h4 id=\"id_2814631106\">与股价相关的事件驱动</h4><p> 近期资本层面的合作消息增强了市场对公司财务弹性与产能落地的信心，这类事件对短期股价往往具有放大效应，尤其在业绩公布前的预期博弈阶段。与此同时，围绕公司信息披露与历史并购进程的法律事项仍在推进，投资者情绪可能随舆情与诉讼进展波动，这会影响估值区间的稳定性。本季度若公司在指引中对产能交付与客户排期给出更清晰的量化路径，或对资本开支与折旧前景提供更具可比性的框架，预期差有望收敛，股价弹性更取决于收入兑现与利润修复的节奏。</p><p></p><p></p><h2 id=\"id_3778108301\">分析师观点</h2><p> 从近期研究动态看，看多观点占据主导。德意志银行在1月下旬将公司评级上调至“买入”并上调目标价至140美元，其核心论点在于：中期基本面展望稳健，若公司按计划向已签约大客户交付产能，全年一致预期的营收有望得到上修；且随着大客户在手订单占比提升，新增资本的边际成本具备下行空间。在这一逻辑下，模型对本季度的关键假设包括更高的产能利用率与更好的经营杠杆传导至利润端。另一家机构在1月初将公司评级由低配上调至中性，体现出基于执行力与负面情绪缓和后的立场改观，但对估值与利润修复的观察期仍需更多经营数据支持。此外，多家机构的汇总评级显示偏“增持/买入”的取向，说明主流观点认为公司在产能落地与大客户交付方面具备实现预期的可能。综合这些观点，当前机构更偏向于在执行节奏改善、融资成本边际优化与技术路线清晰的框架下看待公司的基本面进展，并将本季度的验证点聚焦在营收兑现、毛利稳定与对未来几个季度的指引透明度上。</p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWV":"CoreWeave, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151669404","content_text":"摘要 CoreWeave, Inc.将于2026年02月26日美股盘后发布财报，本文基于一致预期与近期机构观点梳理关键看点。市场预测 市场目前一致预期CoreWeave, Inc.本季度营收为15.48亿美元，调整后每股收益预计为-0.49美元。公司或市场层面未披露本季度毛利率与净利润（或净利率）的量化预测，因此不在此列展示。公司核心业务仍围绕AI云算力服务展开，基于合同执行与新产能上线的节奏，收入结构以算力交付为主；从已披露的预测口径看，增长更多取决于大客户上量与产能兑现。公司当前发展前景最大的现有业务仍是面向大模型训练与推理的算力交付，上季度公司整体营收为13.65亿美元，规模基数为新季度的释放提供了参考。上季度回顾 上季度CoreWeave, Inc.营收为13.65亿美元，毛利率为72.97%；归属于母公司股东的净利润为-1.10亿美元，净利率为-8.07%；调整后每股收益为-0.08美元，财务结构上，高毛利率与负净利率并存，显示折旧摊销、利息费用与扩张投入阶段性压制利润表，业绩弹性仍依赖规模与成本曲线优化。公司主营以AI云算力服务为主，上季度实现营收13.65亿美元，在手合同与新增产能交付的带动下，规模化出货仍是收入的核心驱动。本季度展望（含主要观点的分析内容）产能兑现与大客户交付 产能转换成计费算力、并被核心客户稳定消化，是本季度收入能否达到预期的关键。近期机构观点提到，若公司按计划向已签约客户交付新增产能，全年一致预期有望上修，这意味着本季度的交付节奏将直接决定收入的爬坡度。上季度收入已达到13.65亿美元，本季度一致预期上调至15.48亿美元，核心逻辑是产能上量与客户需求的匹配提升。由于上季度毛利率达到72.97%，若本季度产能利用率继续改善，单位算力的摊销效率有望提升，有助于抵消扩张期的固定成本压力。相应地，若个别项目的建设、并网或上架节奏滞后，或单一大客户上量慢于计划，则对营收兑现与利润修复的影响会被放大，管理层在执行端的稳定性是市场关注点之一。技术路线与生态合作 在技术与生态层面，近期公司披露计划在今年下半年引入新一代平台以承载更复杂的推理与代理类工作负载，对本季度的意义在于预售与试点推动的客户黏性与转化率。AI工作负载迭代频率较高，软硬件协同的能力会影响客户对平台的长期承诺与合同周期。公司近期与上游核心生态伙伴的互动加强，资本与技术的绑定预期有助于改善资产周转效率与融资可用性，从而为新一轮产能部署提供保障。一旦新平台的早期能力验证顺利，本季度有望在签约与排期层面先行反映，尽管收入的全面确认更可能在后续季度体现。对股价而言，任何关于技术栈落地与生态协同的更新，都会直接影响市场对未来利用率、毛利与单位经济模型的评估。融资成本、资产周转与利润弹性 上季度公司净利率为-8.07%，与72.97%的高毛利率之间存在明显缺口，主要矛盾在于规模扩张期的折旧与资本成本对利润表的压制。随着更多在建资产转化为可用产能并进入计费周期，资产周转速度的提升将带来单位折旧的摊薄效果，理论上利于净利率修复。本季度若营收达到15.48亿美元预期，在边际成本稳定的前提下，经营杠杆有望开始体现，对EBIT与经营性现金流将形成支撑。另一方面，若融资环境波动或资本性支出前置加大，短期净利端仍可能承压，市场将更看重经营现金流与资本开支节奏之间的平衡度。综合看，本季度利润弹性的释放与否，取决于产能利用率、价格/折扣结构与融资成本三者的动态均衡。与股价相关的事件驱动 近期资本层面的合作消息增强了市场对公司财务弹性与产能落地的信心，这类事件对短期股价往往具有放大效应，尤其在业绩公布前的预期博弈阶段。与此同时，围绕公司信息披露与历史并购进程的法律事项仍在推进，投资者情绪可能随舆情与诉讼进展波动，这会影响估值区间的稳定性。本季度若公司在指引中对产能交付与客户排期给出更清晰的量化路径，或对资本开支与折旧前景提供更具可比性的框架，预期差有望收敛，股价弹性更取决于收入兑现与利润修复的节奏。分析师观点 从近期研究动态看，看多观点占据主导。德意志银行在1月下旬将公司评级上调至“买入”并上调目标价至140美元，其核心论点在于：中期基本面展望稳健，若公司按计划向已签约大客户交付产能，全年一致预期的营收有望得到上修；且随着大客户在手订单占比提升，新增资本的边际成本具备下行空间。在这一逻辑下，模型对本季度的关键假设包括更高的产能利用率与更好的经营杠杆传导至利润端。另一家机构在1月初将公司评级由低配上调至中性，体现出基于执行力与负面情绪缓和后的立场改观，但对估值与利润修复的观察期仍需更多经营数据支持。此外，多家机构的汇总评级显示偏“增持/买入”的取向，说明主流观点认为公司在产能落地与大客户交付方面具备实现预期的可能。综合这些观点，当前机构更偏向于在执行节奏改善、融资成本边际优化与技术路线清晰的框架下看待公司的基本面进展，并将本季度的验证点聚焦在营收兑现、毛利稳定与对未来几个季度的指引透明度上。","news_type":1,"symbols_score_info":{"CRWV":1}},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536150615111016,"gmtCreate":1771917035572,"gmtModify":1771917037676,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"不错的变革","listText":"不错的变革","text":"不错的变革","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536150615111016","repostId":"2613821756","repostType":2,"repost":{"id":"2613821756","kind":"news","pubTimestamp":1771887805,"share":"https://www.laohu8.com/m/news/2613821756?lang=zh_CN&edition=full","pubTime":"2026-02-24 07:03","market":"us","language":"zh","title":"特朗普终止电车补贴，实则是特斯拉的“大利好”！","url":"https://stock-news.laohu8.com/highlight/detail?id=2613821756","media":"华尔街见闻","summary":"在美国，直接购买特斯拉汽车并不符合全额补贴的资格，取消补贴将给特斯拉的竞争对手带来更大的损失。也难怪马斯克对特朗普取消电动补贴的计划表示赞同。特斯拉的代表告诉特朗普的过渡委员会，他们支持取消这个补贴。自特朗普当选以来以来，特斯拉的市值增加了3000亿美元，这一数字超过了福特、通用汽车和 Stellantis 的总市值。","content":"<p>在美国，直接购买<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>汽车并不符合全额补贴的资格，取消补贴将给特斯拉的竞争对手带来更大的损失。</p><p>特朗普终止电车补贴的计划，对 <a href=\"https://laohu8.com/S/TSLA.US\">特斯拉 </a> 来说可能是件好事，因为这将给它的竞争对手带来更大的损失。</p><p>当地时间周四，媒体报道称，美国当选总统唐纳德·特朗普的过渡团队计划取消消费者购买电动汽车时可获得的7500美元税收优惠。这项优惠补贴是拜登总统的《通胀削减法案》(IRA) 的核心措施之一。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c2196de8ba412c60c22ab491af7b1409\" tg-width=\"1\" tg-height=\"1\"></p><p>受该消息影响，电动车股集体大跌，Nikola收跌22.76%，<a href=\"https://laohu8.com/S/ZK\">极氪</a>ADR收跌23.68%， “特斯拉劲敌”<a href=\"https://laohu8.com/S/RIVN\">Rivian</a>收跌14.3%，特斯拉收跌5.77%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d145e3ca26553c9a3dc5c084352bb29f\" tg-width=\"1024\" tg-height=\"677\"></p><p>Wedbush分析师Dan Ives表示，“特朗普当选总统对电动汽车行业来说总体上是负面消息，然而我们认为这对特斯拉来说却是一个巨大的利好。”</p><p>利好的原因在于，特斯拉向来不是这项补贴的最大受益方，相较于直接卖车的特斯拉，这项补贴对于通过“租赁漏洞”来享受税收优惠的其它汽车厂商更为有利。</p><p>在美国，大多数消费者直接购买的汽车并不符合全额补贴的资格，因为它们的许多零部件或材料都来自海外，但租赁汽车不存在这些要求，消费者可以通过租赁来享受补贴。</p><p>这也导致了美国电动车租赁激增。有数据统计，在美国出售的电动车中，有接近60%为长租而非直接购买。特斯拉是个例外，其商业模式更倾向于通过直接销售来获得利润，而非租赁。特斯拉认为，过度依赖租赁模式会导致车辆的残值下滑。</p><p>相反，很多其他汽车制造商在定价时已经考虑到税收激励，补贴越大，产品对消费者的吸引力就越强。如果没有这些补贴，汽车制造商可能不得不降低价格以减少亏损，或者面临失去部分客户的风险。</p><p>而且，在激烈的价格战下，特斯拉电动车依然能够盈利，而美国其它汽车制造商在电动车业务上一直是亏钱的，很多厂商十分依赖电动车补贴来减少亏损。</p><p>也难怪马斯克对特朗普取消电动补贴的计划表示赞同。特斯拉的代表告诉特朗普的过渡委员会，他们支持取消这个补贴。马斯克今年早些时候表示，取消补贴可能会对特斯拉的销量造成轻微影响，但会对竞争对手造成更大的打击，其中包括<a href=\"https://laohu8.com/S/GM\">通用汽车</a>等传统车企。</p><p>自特朗普当选以来以来，特斯拉的市值增加了3000亿美元，这一数字超过了<a href=\"https://laohu8.com/S/F\">福特</a>、通用汽车和 Stellantis 的总市值。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6cfda55ae430010b8f64c4e42870640d\" tg-width=\"750\" tg-height=\"490\"></p><p>编辑/Somer</p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特朗普终止电车补贴，实则是特斯拉的“大利好”！</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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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普终止电车补贴，实则是特斯拉的“大利好”！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-24 07:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224070335a4c04279&s=b><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在美国，直接购买特斯拉汽车并不符合全额补贴的资格，取消补贴将给特斯拉的竞争对手带来更大的损失。特朗普终止电车补贴的计划，对 特斯拉  来说可能是件好事，因为这将给它的竞争对手带来更大的损失。当地时间周四，媒体报道称，美国当选总统唐纳德·特朗普的过渡团队计划取消消费者购买电动汽车时可获得的7500美元税收优惠。这项优惠补贴是拜登总统的《通胀削减法案》(IRA) 的核心措施之一。受该消息影响，电动车股...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224070335a4c04279&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC 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不错的变革","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534637047476824","isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":534544866784952,"gmtCreate":1771523237532,"gmtModify":1771523239749,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"htmlText":"60000","listText":"60000","text":"60000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534544866784952","repostId":"534159253607104","repostType":1,"repost":{"id":534159253607104,"gmtCreate":1771430859175,"gmtModify":1771513329945,"author":{"id":"3503916327458917","authorId":"3503916327458917","name":"大饼预言家","avatar":"https://static.tigerbbs.com/338f7b98194d5d6225dd2e85ecefc027","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503916327458917","authorIdStr":"3503916327458917"},"themes":[],"title":"比特币跌破6万美元，本轮熊市会跌到多少？","htmlText":"自从去年10月7日，大饼在12.6万见顶以来，币圈就进入熊市了。既然是熊市，这轮熊市会跌到多少？&nbsp; 我们可以通过2种方法进行估算。第1种方法，根据现在的走势，估算熊市跌幅的衰减程度。 大饼历史上每轮熊市的跌幅，都是越来越少的，呈现线性衰减的趋势。所以这轮熊市的跌幅，会小于上一轮的77.6%，但具体是多少呢，就要进行估算。 根据前3轮熊市的跌幅，用二次函数来进行回归，可以得到一个方程，y=-1.85x^2 + 2.75x + 86.0 y是熊市跌幅，x是熊市的次数，我们把4代入上面的式子，可以得到本轮熊市跌幅67.4%。 如果本轮熊市跌幅是67.4%，符合数学规律吗？我们可以和前几轮熊市跌幅对比一下。 2018年下跌84.1%，相比于2014年的86.9%，衰减比例是84.1%÷86.9%=96.8% 2022年下跌77.6%，相比于2018年的84.1%，衰减比例是77.6%÷84.1%=92.2% 观察前面3轮熊市的表现，每轮的跌幅在减少，同时衰减比例也在减少。 如果2026年下跌67.4%，相比于2022年的77.6%，衰减比例是67.4%÷77.6%=86.9%。&nbsp; 从数学上来说，是符合规律的。接着，我们从技术分析的角度看一下。 本轮熊市从12.6万跌到6万，跌幅52.5%。这轮熊市经历了3个阶段，首先是从12.6万跌到8万，随后在8万企稳，横盘了2个月，接着从8万跌到6万。 这3段行情，几乎就是重演了2022年的熊市。&nbsp; 2022年从6.9万跌到2.6万的这个过程，同样经历了先下跌，后盘整，继续下跌。 只不过2026年从12.6万跌到6万，跌幅52.5%。刻舟求剑对照2022年从6.9万跌到2.6万，跌幅61.5%。 衰减比例是52.5%÷61.5%=85.4%，和前面二次函数测算的结果，刚好对上了。 所以，预计本轮熊市底部是12620","listText":"自从去年10月7日，大饼在12.6万见顶以来，币圈就进入熊市了。既然是熊市，这轮熊市会跌到多少？&nbsp; 我们可以通过2种方法进行估算。第1种方法，根据现在的走势，估算熊市跌幅的衰减程度。 大饼历史上每轮熊市的跌幅，都是越来越少的，呈现线性衰减的趋势。所以这轮熊市的跌幅，会小于上一轮的77.6%，但具体是多少呢，就要进行估算。 根据前3轮熊市的跌幅，用二次函数来进行回归，可以得到一个方程，y=-1.85x^2 + 2.75x + 86.0 y是熊市跌幅，x是熊市的次数，我们把4代入上面的式子，可以得到本轮熊市跌幅67.4%。 如果本轮熊市跌幅是67.4%，符合数学规律吗？我们可以和前几轮熊市跌幅对比一下。 2018年下跌84.1%，相比于2014年的86.9%，衰减比例是84.1%÷86.9%=96.8% 2022年下跌77.6%，相比于2018年的84.1%，衰减比例是77.6%÷84.1%=92.2% 观察前面3轮熊市的表现，每轮的跌幅在减少，同时衰减比例也在减少。 如果2026年下跌67.4%，相比于2022年的77.6%，衰减比例是67.4%÷77.6%=86.9%。&nbsp; 从数学上来说，是符合规律的。接着，我们从技术分析的角度看一下。 本轮熊市从12.6万跌到6万，跌幅52.5%。这轮熊市经历了3个阶段，首先是从12.6万跌到8万，随后在8万企稳，横盘了2个月，接着从8万跌到6万。 这3段行情，几乎就是重演了2022年的熊市。&nbsp; 2022年从6.9万跌到2.6万的这个过程，同样经历了先下跌，后盘整，继续下跌。 只不过2026年从12.6万跌到6万，跌幅52.5%。刻舟求剑对照2022年从6.9万跌到2.6万，跌幅61.5%。 衰减比例是52.5%÷61.5%=85.4%，和前面二次函数测算的结果，刚好对上了。 所以，预计本轮熊市底部是12620","text":"自从去年10月7日，大饼在12.6万见顶以来，币圈就进入熊市了。既然是熊市，这轮熊市会跌到多少？ 我们可以通过2种方法进行估算。第1种方法，根据现在的走势，估算熊市跌幅的衰减程度。 大饼历史上每轮熊市的跌幅，都是越来越少的，呈现线性衰减的趋势。所以这轮熊市的跌幅，会小于上一轮的77.6%，但具体是多少呢，就要进行估算。 根据前3轮熊市的跌幅，用二次函数来进行回归，可以得到一个方程，y=-1.85x^2 + 2.75x + 86.0 y是熊市跌幅，x是熊市的次数，我们把4代入上面的式子，可以得到本轮熊市跌幅67.4%。 如果本轮熊市跌幅是67.4%，符合数学规律吗？我们可以和前几轮熊市跌幅对比一下。 2018年下跌84.1%，相比于2014年的86.9%，衰减比例是84.1%÷86.9%=96.8% 2022年下跌77.6%，相比于2018年的84.1%，衰减比例是77.6%÷84.1%=92.2% 观察前面3轮熊市的表现，每轮的跌幅在减少，同时衰减比例也在减少。 如果2026年下跌67.4%，相比于2022年的77.6%，衰减比例是67.4%÷77.6%=86.9%。 从数学上来说，是符合规律的。接着，我们从技术分析的角度看一下。 本轮熊市从12.6万跌到6万，跌幅52.5%。这轮熊市经历了3个阶段，首先是从12.6万跌到8万，随后在8万企稳，横盘了2个月，接着从8万跌到6万。 这3段行情，几乎就是重演了2022年的熊市。 2022年从6.9万跌到2.6万的这个过程，同样经历了先下跌，后盘整，继续下跌。 只不过2026年从12.6万跌到6万，跌幅52.5%。刻舟求剑对照2022年从6.9万跌到2.6万，跌幅61.5%。 衰减比例是52.5%÷61.5%=85.4%，和前面二次函数测算的结果，刚好对上了。 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22:29","market":"us","language":"zh","title":"开盘｜美股低开，RELY暴涨超24%，DoorDash、Etsy涨超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1160994376","media":"老虎资讯综合","summary":"标普500指数开盘下跌24.66点，跌幅0.36%。","content":"<html><head></head><body><p>2月19日（周四），纳斯达克综合指数开盘下跌89.45点，跌幅0.39%，报22664.19点；标普500指数开盘下跌24.66点，跌幅0.36%，报6856.66点；道琼斯指数开盘下跌211.84点，跌幅0.43%，报49450.82点。</p><p><a href=\"https://laohu8.com/S/RELY\">Remitly Global, Inc.</a> 暴涨超24%。公司四季度收入达到4.422亿美元，高于分析师预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b45f7ad60ae42280219bd71aeba85ac2\" tg-width=\"560\" tg-height=\"240\"/></p><p>DoorDash涨超4%。DoorDash四季度营收同比增长38%，本季度订单增长超预期。</p><p>Etsy涨超4%。Etsy已同意将旗下二手时尚交易平台Depop出售给竞争对手eBay。</p><p>eBay涨1.5%。eBay第四季度业绩好于预期，并发布了强劲的业绩指引。</p><p>特斯拉跌超1%，纽约州州长霍楚尔撤回在纽约市外推出无人驾驶出租车的提案。</p><p>二手车交易商Carvana跌超8%。Carvana四季度调整后EBITDA低于市场普遍预期。车辆检查、维修和细节处理等方面的支出高于预期，零售折旧率上升带来成本压力。</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>开盘｜美股低开，RELY暴涨超24%，DoorDash、Etsy涨超4%</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开盘｜美股低开，RELY暴涨超24%，DoorDash、Etsy涨超4%\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\">2026-02-19 22:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月19日（周四），纳斯达克综合指数开盘下跌89.45点，跌幅0.39%，报22664.19点；标普500指数开盘下跌24.66点，跌幅0.36%，报6856.66点；道琼斯指数开盘下跌211.84点，跌幅0.43%，报49450.82点。</p><p><a href=\"https://laohu8.com/S/RELY\">Remitly Global, Inc.</a> 暴涨超24%。公司四季度收入达到4.422亿美元，高于分析师预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b45f7ad60ae42280219bd71aeba85ac2\" tg-width=\"560\" tg-height=\"240\"/></p><p>DoorDash涨超4%。DoorDash四季度营收同比增长38%，本季度订单增长超预期。</p><p>Etsy涨超4%。Etsy已同意将旗下二手时尚交易平台Depop出售给竞争对手eBay。</p><p>eBay涨1.5%。eBay第四季度业绩好于预期，并发布了强劲的业绩指引。</p><p>特斯拉跌超1%，纽约州州长霍楚尔撤回在纽约市外推出无人驾驶出租车的提案。</p><p>二手车交易商Carvana跌超8%。Carvana四季度调整后EBITDA低于市场普遍预期。车辆检查、维修和细节处理等方面的支出高于预期，零售折旧率上升带来成本压力。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160994376","content_text":"2月19日（周四），纳斯达克综合指数开盘下跌89.45点，跌幅0.39%，报22664.19点；标普500指数开盘下跌24.66点，跌幅0.36%，报6856.66点；道琼斯指数开盘下跌211.84点，跌幅0.43%，报49450.82点。Remitly Global, Inc. 暴涨超24%。公司四季度收入达到4.422亿美元，高于分析师预期。DoorDash涨超4%。DoorDash四季度营收同比增长38%，本季度订单增长超预期。Etsy涨超4%。Etsy已同意将旗下二手时尚交易平台Depop出售给竞争对手eBay。eBay涨1.5%。eBay第四季度业绩好于预期，并发布了强劲的业绩指引。特斯拉跌超1%，纽约州州长霍楚尔撤回在纽约市外推出无人驾驶出租车的提案。二手车交易商Carvana跌超8%。Carvana四季度调整后EBITDA低于市场普遍预期。车辆检查、维修和细节处理等方面的支出高于预期，零售折旧率上升带来成本压力。","news_type":1,"symbols_score_info":{".SPX":2,".IXIC":2,".DJI":2}},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":534536994865400,"gmtCreate":1771523166548,"gmtModify":1771523168993,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"疯狂动物城","listText":"疯狂动物城","text":"疯狂动物城","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534536994865400","repostId":"1139916286","repostType":4,"repost":{"id":"1139916286","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":1771512180,"share":"https://www.laohu8.com/m/news/1139916286?lang=zh_CN&edition=full","pubTime":"2026-02-19 22:43","market":"us","language":"zh","title":"迪尔股份第一财季营收强劲远超预期，上调全年盈利展望","url":"https://stock-news.laohu8.com/highlight/detail?id=1139916286","media":"异动解读","summary":"第一季度营收达到96.1亿美元。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/DE\">迪尔股份有限公司</a>上调了2026财年净利润预期，预计将在45亿至50亿美元之间，高于此前预测的40亿至47.5亿美元。同时，公司公布的第一财季营收达到96.1亿美元，远超分析师预期的76.9亿美元，业绩表现强劲。</p><p>迪尔股份第一财季每股收益为2.42美元，高于分析师预期的2.06美元。</p><p>公司表示，建筑和小型农业业务出现反弹，加之此前实施的成本削减措施有效缓解了设备需求疲软的影响。</p><p>首席执行官约翰·梅指出，虽然全球大型农业仍面临挑战，但对建筑业和小型农业需求的持续复苏感到鼓舞，并认为2026年是当前周期的底部。</p><p>迪尔股份周四盘初拉升涨超9%，创历史新高。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d611ef469cf6694fc1ce8f928ee0373\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></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>迪尔股份第一财季营收强劲远超预期，上调全年盈利展望</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迪尔股份第一财季营收强劲远超预期，上调全年盈利展望\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\">2026-02-19 22:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/DE\">迪尔股份有限公司</a>上调了2026财年净利润预期，预计将在45亿至50亿美元之间，高于此前预测的40亿至47.5亿美元。同时，公司公布的第一财季营收达到96.1亿美元，远超分析师预期的76.9亿美元，业绩表现强劲。</p><p>迪尔股份第一财季每股收益为2.42美元，高于分析师预期的2.06美元。</p><p>公司表示，建筑和小型农业业务出现反弹，加之此前实施的成本削减措施有效缓解了设备需求疲软的影响。</p><p>首席执行官约翰·梅指出，虽然全球大型农业仍面临挑战，但对建筑业和小型农业需求的持续复苏感到鼓舞，并认为2026年是当前周期的底部。</p><p>迪尔股份周四盘初拉升涨超9%，创历史新高。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d611ef469cf6694fc1ce8f928ee0373\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c93833cdb785131a9d5f28fd949e213a","relate_stocks":{"DE":"迪尔股份有限公司"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139916286","content_text":"迪尔股份有限公司上调了2026财年净利润预期，预计将在45亿至50亿美元之间，高于此前预测的40亿至47.5亿美元。同时，公司公布的第一财季营收达到96.1亿美元，远超分析师预期的76.9亿美元，业绩表现强劲。迪尔股份第一财季每股收益为2.42美元，高于分析师预期的2.06美元。公司表示，建筑和小型农业业务出现反弹，加之此前实施的成本削减措施有效缓解了设备需求疲软的影响。首席执行官约翰·梅指出，虽然全球大型农业仍面临挑战，但对建筑业和小型农业需求的持续复苏感到鼓舞，并认为2026年是当前周期的底部。迪尔股份周四盘初拉升涨超9%，创历史新高。","news_type":1,"symbols_score_info":{"DE":1}},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":534537259389224,"gmtCreate":1771523144963,"gmtModify":1771523147304,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"换就换吧好好","listText":"换就换吧好好","text":"换就换吧好好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534537259389224","repostId":"1181081474","repostType":4,"repost":{"id":"1181081474","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":1771514440,"share":"https://www.laohu8.com/m/news/1181081474?lang=zh_CN&edition=full","pubTime":"2026-02-19 23:20","market":"us","language":"zh","title":"闪迪快速拉升，消息称三星电子正就新一代HBM4芯片展开价格谈判","url":"https://stock-news.laohu8.com/highlight/detail?id=1181081474","media":"老虎资讯综合","summary":"报价较上代产品高出最多30%。","content":"<html><head></head><body><p>周四， <a href=\"https://laohu8.com/S/SNDK\">闪迪</a> 盘中快速拉升涨超5%，盘初曾跌超1%。同时， <a href=\"https://laohu8.com/S/MU\">美光科技</a> 、 <a href=\"https://laohu8.com/S/WDC\">西部数据</a> 、 <a href=\"https://laohu8.com/S/STX\">希捷科技</a> 跌幅收窄。消息称三星电子正就新一代HBM4芯片展开价格谈判，报价较上代产品高出最多30%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3c575be912a67e55395cca3f88e8b49\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></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>闪迪快速拉升，消息称三星电子正就新一代HBM4芯片展开价格谈判</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{ 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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闪迪快速拉升，消息称三星电子正就新一代HBM4芯片展开价格谈判\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\">2026-02-19 23:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四， <a href=\"https://laohu8.com/S/SNDK\">闪迪</a> 盘中快速拉升涨超5%，盘初曾跌超1%。同时， <a href=\"https://laohu8.com/S/MU\">美光科技</a> 、 <a href=\"https://laohu8.com/S/WDC\">西部数据</a> 、 <a href=\"https://laohu8.com/S/STX\">希捷科技</a> 跌幅收窄。消息称三星电子正就新一代HBM4芯片展开价格谈判，报价较上代产品高出最多30%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3c575be912a67e55395cca3f88e8b49\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a524385ab27392fd5f52a32e6a557b9c","relate_stocks":{"SNDK":"闪迪","MU":"美光科技","STX":"希捷科技","WDC":"西部数据"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181081474","content_text":"周四， 闪迪 盘中快速拉升涨超5%，盘初曾跌超1%。同时， 美光科技 、 西部数据 、 希捷科技 跌幅收窄。消息称三星电子正就新一代HBM4芯片展开价格谈判，报价较上代产品高出最多30%。","news_type":1,"symbols_score_info":{"SNDK":2,"STX":2,"MU":2,"WDC":2}},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531689400795264,"gmtCreate":1770792385967,"gmtModify":1770792388174,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"寻凶多吉少。","listText":"寻凶多吉少。","text":"寻凶多吉少。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531689400795264","repostId":"1143021946","repostType":2,"repost":{"id":"1143021946","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":1770738416,"share":"https://www.laohu8.com/m/news/1143021946?lang=zh_CN&edition=full","pubTime":"2026-02-10 23:46","market":"us","language":"zh","title":"异动解读 | 美元企稳叠加获利了结压力，2倍做多白银ETF盘中大跌7.81%","url":"https://stock-news.laohu8.com/highlight/detail?id=1143021946","media":"异动解读","summary":"2倍做多白银ETF-ProShares今日盘中大幅下跌7.81%，引起了市场的广泛关注。消息面上，此次下跌主要与基础资产现货白银价格的走弱密切相关。在亚洲交易时段，现货白银价格显著下挫，同时美元指数在经历此前下跌后出现企稳迹象。由于白银等贵金属以美元计价，美元的走强通常会对价格形成压力，进而拖累与之紧密相关的杠杆ETF产品。","content":"<p>2倍做多白银ETF-ProShares（AGQ）今日盘中大幅下跌7.81%，引起了市场的广泛关注。</p><p>消息面上，此次下跌主要与基础资产现货白银价格的走弱密切相关。在亚洲交易时段，现货白银价格显著下挫，同时美元指数在经历此前下跌后出现企稳迹象。由于白银等贵金属以美元计价，美元的走强通常会对价格形成压力，进而拖累与之紧密相关的杠杆ETF产品。</p><p>此外，市场分析指出，白银市场近期经历了罕见的“七西格玛”级剧烈波动，在前期大幅上涨后积累了大量的获利盘，部分投资者选择获利了结，形成了抛售压力。同时，芝加哥商品交易所（CME）上调了白银期货的保证金要求，这提高了交易门槛，可能导致一些高杠杆投资者被迫平仓。投资者也将注意力转向本周即将发布的美国零售销售、通胀及就业等关键经济数据，以研判美联储未来的货币政策路径，这种观望情绪可能进一步放大了市场的波动性。</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 | 美元企稳叠加获利了结压力，2倍做多白银ETF盘中大跌7.81%</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 | 美元企稳叠加获利了结压力，2倍做多白银ETF盘中大跌7.81%\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\">2026-02-10 23:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2倍做多白银ETF-ProShares（AGQ）今日盘中大幅下跌7.81%，引起了市场的广泛关注。</p><p>消息面上，此次下跌主要与基础资产现货白银价格的走弱密切相关。在亚洲交易时段，现货白银价格显著下挫，同时美元指数在经历此前下跌后出现企稳迹象。由于白银等贵金属以美元计价，美元的走强通常会对价格形成压力，进而拖累与之紧密相关的杠杆ETF产品。</p><p>此外，市场分析指出，白银市场近期经历了罕见的“七西格玛”级剧烈波动，在前期大幅上涨后积累了大量的获利盘，部分投资者选择获利了结，形成了抛售压力。同时，芝加哥商品交易所（CME）上调了白银期货的保证金要求，这提高了交易门槛，可能导致一些高杠杆投资者被迫平仓。投资者也将注意力转向本周即将发布的美国零售销售、通胀及就业等关键经济数据，以研判美联储未来的货币政策路径，这种观望情绪可能进一步放大了市场的波动性。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AGQ":"2倍做多白银ETF-ProShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143021946","content_text":"2倍做多白银ETF-ProShares（AGQ）今日盘中大幅下跌7.81%，引起了市场的广泛关注。消息面上，此次下跌主要与基础资产现货白银价格的走弱密切相关。在亚洲交易时段，现货白银价格显著下挫，同时美元指数在经历此前下跌后出现企稳迹象。由于白银等贵金属以美元计价，美元的走强通常会对价格形成压力，进而拖累与之紧密相关的杠杆ETF产品。此外，市场分析指出，白银市场近期经历了罕见的“七西格玛”级剧烈波动，在前期大幅上涨后积累了大量的获利盘，部分投资者选择获利了结，形成了抛售压力。同时，芝加哥商品交易所（CME）上调了白银期货的保证金要求，这提高了交易门槛，可能导致一些高杠杆投资者被迫平仓。投资者也将注意力转向本周即将发布的美国零售销售、通胀及就业等关键经济数据，以研判美联储未来的货币政策路径，这种观望情绪可能进一步放大了市场的波动性。","news_type":1,"symbols_score_info":{"AGQ":1}},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531551382987808,"gmtCreate":1770792371407,"gmtModify":1770792373500,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"🐮4️⃣4️⃣","listText":"🐮4️⃣4️⃣","text":"🐮4️⃣4️⃣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531551382987808","repostId":"1166009332","repostType":4,"repost":{"id":"1166009332","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":1770734921,"share":"https://www.laohu8.com/m/news/1166009332?lang=zh_CN&edition=full","pubTime":"2026-02-10 22:48","market":"us","language":"zh","title":"“木头姐”认为特斯拉可以达到100万亿美元市值，马斯克称“并非不可能”","url":"https://stock-news.laohu8.com/highlight/detail?id=1166009332","media":"老虎资讯综合","summary":"需要付出巨大的努力并且要有十足的运气。","content":"<html><head></head><body><p>周二， <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 盘初涨超1%。消息面上，ARK Invest掌门人“木头姐”Cathie Wood日前在一场公开对话中表示，考虑到特斯拉横跨多个行业的长远野心，该车企有望实现100万亿美元的市值。马斯克对此评论称：“显然，要实现这样的结果，需要付出极其巨大的努力并且要有十足的运气！我只是想说，这并非完全不可能。”。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a19f58bc3aea26807b3474018306259\" tg-width=\"560\" tg-height=\"240\"/></p><p>此外，据特斯拉微博消息，赛博无人驾驶电动车Tesla Cybercab将在得州超级工厂开启量产并投入运营。</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>“木头姐”认为特斯拉可以达到100万亿美元市值，马斯克称“并非不可能”</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{ 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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“木头姐”认为特斯拉可以达到100万亿美元市值，马斯克称“并非不可能”\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\">2026-02-10 22:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二， <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 盘初涨超1%。消息面上，ARK Invest掌门人“木头姐”Cathie Wood日前在一场公开对话中表示，考虑到特斯拉横跨多个行业的长远野心，该车企有望实现100万亿美元的市值。马斯克对此评论称：“显然，要实现这样的结果，需要付出极其巨大的努力并且要有十足的运气！我只是想说，这并非完全不可能。”。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a19f58bc3aea26807b3474018306259\" tg-width=\"560\" tg-height=\"240\"/></p><p>此外，据特斯拉微博消息，赛博无人驾驶电动车Tesla Cybercab将在得州超级工厂开启量产并投入运营。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166009332","content_text":"周二， 特斯拉 盘初涨超1%。消息面上，ARK Invest掌门人“木头姐”Cathie Wood日前在一场公开对话中表示，考虑到特斯拉横跨多个行业的长远野心，该车企有望实现100万亿美元的市值。马斯克对此评论称：“显然，要实现这样的结果，需要付出极其巨大的努力并且要有十足的运气！我只是想说，这并非完全不可能。”。此外，据特斯拉微博消息，赛博无人驾驶电动车Tesla Cybercab将在得州超级工厂开启量产并投入运营。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":531543557064304,"gmtCreate":1770792342625,"gmtModify":1770792344710,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"调调整，再见！","listText":"调调整，再见！","text":"调调整，再见！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531543557064304","repostId":"1139849136","repostType":4,"repost":{"id":"1139849136","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":1770776326,"share":"https://www.laohu8.com/m/news/1139849136?lang=zh_CN&edition=full","pubTime":"2026-02-11 10:18","market":"hk","language":"zh","title":"港股异动 | 智谱盘中涨超8%，GLM-5新模型发布在即，智谱本周累计涨幅已超七成","url":"https://stock-news.laohu8.com/highlight/detail?id=1139849136","media":"老虎资讯综合","summary":"2月11日，$智谱$盘中涨超8%，GLM-5新模型发布在即，智谱本周累计涨幅已超七成消息面上，近日，全球模型服务平台OpenRouter上线了一款代号为“Pony Alpha”的匿名模型，引发全网关注。据第一财经报道，据知情人士处消息，智谱目前有相关保密项目在推进中，该神秘模型，是智谱即将发布新一代模型GLM-5。据悉，智谱首席科学家唐杰2月初明确表示最近智谱将发布GLM-5。","content":"<html><head></head><body><p>2月11日，<a href=\"https://laohu8.com/S/02513\">智谱</a>盘中涨超8%，GLM-5新模型发布在即，智谱本周累计涨幅已超七成</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a439fecdba4195bbbc8c7b563ff69e13\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，近日，全球模型服务平台OpenRouter上线了一款代号为“Pony Alpha”的匿名模型，引发全网关注。据第一财经报道，据知情人士处消息，智谱目前有相关保密项目在推进中，该神秘模型，是智谱即将发布新一代模型GLM-5。据悉，智谱首席科学家唐杰2月初明确表示最近智谱将发布GLM-5。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/000776\">广发证券</a>此前发布研报称，作为国内领先的大模型服务提供商，智谱以自研GLM基座大模型为核心，形成了包括多模态、Agent和Coding完整的模型<a href=\"https://laohu8.com/S/301365\">矩阵</a>，为企业客户提供API服务、本地化部署与行业解决方案。该行预计公司2025-2027年营收保持高速增长，规模效应逐步显现，长期盈利具备较强确定性。</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>港股异动 | 智谱盘中涨超8%，GLM-5新模型发布在即，智谱本周累计涨幅已超七成</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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}\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港股异动 | 智谱盘中涨超8%，GLM-5新模型发布在即，智谱本周累计涨幅已超七成\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\">2026-02-11 10:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月11日，<a href=\"https://laohu8.com/S/02513\">智谱</a>盘中涨超8%，GLM-5新模型发布在即，智谱本周累计涨幅已超七成</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a439fecdba4195bbbc8c7b563ff69e13\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，近日，全球模型服务平台OpenRouter上线了一款代号为“Pony Alpha”的匿名模型，引发全网关注。据第一财经报道，据知情人士处消息，智谱目前有相关保密项目在推进中，该神秘模型，是智谱即将发布新一代模型GLM-5。据悉，智谱首席科学家唐杰2月初明确表示最近智谱将发布GLM-5。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/000776\">广发证券</a>此前发布研报称，作为国内领先的大模型服务提供商，智谱以自研GLM基座大模型为核心，形成了包括多模态、Agent和Coding完整的模型<a href=\"https://laohu8.com/S/301365\">矩阵</a>，为企业客户提供API服务、本地化部署与行业解决方案。该行预计公司2025-2027年营收保持高速增长，规模效应逐步显现，长期盈利具备较强确定性。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/2f74675d929f3c6cda282d67cd5d88b3","relate_stocks":{"BK4588":"碎股","02513":"智谱","BK4585":"ETF&股票定投概念","BK1117":"系统软件"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139849136","content_text":"2月11日，智谱盘中涨超8%，GLM-5新模型发布在即，智谱本周累计涨幅已超七成消息面上，近日，全球模型服务平台OpenRouter上线了一款代号为“Pony Alpha”的匿名模型，引发全网关注。据第一财经报道，据知情人士处消息，智谱目前有相关保密项目在推进中，该神秘模型，是智谱即将发布新一代模型GLM-5。据悉，智谱首席科学家唐杰2月初明确表示最近智谱将发布GLM-5。广发证券此前发布研报称，作为国内领先的大模型服务提供商，智谱以自研GLM基座大模型为核心，形成了包括多模态、Agent和Coding完整的模型矩阵，为企业客户提供API服务、本地化部署与行业解决方案。该行预计公司2025-2027年营收保持高速增长，规模效应逐步显现，长期盈利具备较强确定性。","news_type":1,"symbols_score_info":{"02513":1.5}},"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531543883227152,"gmtCreate":1770792324276,"gmtModify":1770795273980,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"一夜情","listText":"一夜情","text":"一夜情","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531543883227152","repostId":"1103911889","repostType":4,"repost":{"id":"1103911889","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":1770780178,"share":"https://www.laohu8.com/m/news/1103911889?lang=zh_CN&edition=full","pubTime":"2026-02-11 11:22","market":"hk","language":"zh","title":"港股异动 | 稀土概念板块涨幅居前，金力永磁涨超6%，稀土价格持续攀升，机构称板块将演化估值业绩双升","url":"https://stock-news.laohu8.com/highlight/detail?id=1103911889","media":"老虎资讯综合","summary":"2月11日，稀土概念板块涨幅居前，金力永磁涨超6%，稀土价格持续攀升，机构称板块将演化估值业绩双升。消息面上，据包头稀土产品交易所消息，2月10日稀土主流产品价格整体上行。国投证券近期指出，1月以来稀土持续上涨。国金证券认为，稀土板块将继续演化估值业绩双升，2026年亦为重点标的同业竞争解决的关键一年。","content":"<html><head></head><body><p>2月11日，稀土概念板块涨幅居前，金力永磁涨超6%，稀土价格持续攀升，机构称板块将演化估值业绩双升。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e90786a9f42508747f20d8b2964e8664\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，据包头稀土产品交易所消息，2月10日稀土主流产品价格整体上行。氧化镨钕均价85.02万元/吨，上涨5.14万元/吨；金属镨钕均价101.60万元/吨，上涨3.97万元/吨；氧化镝均价141.22万元/吨，上涨1.14万元/吨；氧化铽均价623.43万元/吨，上涨2.00万元/吨。</p><p style=\"text-align: justify;\">国投证券近期指出，1月以来稀土持续上涨。预计白名单和配额指标刚性制约26年供给，预计内外需求稳定增长，新一轮补库周期可能启动，看好26年稀土中枢价格上涨。稀土市场受宏观情绪影响较小，后续关注板块配置机会。国金证券认为，稀土板块将继续演化估值业绩双升，2026年亦为重点标的同业竞争解决的关键一年。</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>港股异动 | 稀土概念板块涨幅居前，金力永磁涨超6%，稀土价格持续攀升，机构称板块将演化估值业绩双升</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; 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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港股异动 | 稀土概念板块涨幅居前，金力永磁涨超6%，稀土价格持续攀升，机构称板块将演化估值业绩双升\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\">2026-02-11 11:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月11日，稀土概念板块涨幅居前，金力永磁涨超6%，稀土价格持续攀升，机构称板块将演化估值业绩双升。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e90786a9f42508747f20d8b2964e8664\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，据包头稀土产品交易所消息，2月10日稀土主流产品价格整体上行。氧化镨钕均价85.02万元/吨，上涨5.14万元/吨；金属镨钕均价101.60万元/吨，上涨3.97万元/吨；氧化镝均价141.22万元/吨，上涨1.14万元/吨；氧化铽均价623.43万元/吨，上涨2.00万元/吨。</p><p style=\"text-align: justify;\">国投证券近期指出，1月以来稀土持续上涨。预计白名单和配额指标刚性制约26年供给，预计内外需求稳定增长，新一轮补库周期可能启动，看好26年稀土中枢价格上涨。稀土市场受宏观情绪影响较小，后续关注板块配置机会。国金证券认为，稀土板块将继续演化估值业绩双升，2026年亦为重点标的同业竞争解决的关键一年。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/35b74edef993bb7bfa115a2aada3af75","relate_stocks":{"06680":"金力永磁"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103911889","content_text":"2月11日，稀土概念板块涨幅居前，金力永磁涨超6%，稀土价格持续攀升，机构称板块将演化估值业绩双升。消息面上，据包头稀土产品交易所消息，2月10日稀土主流产品价格整体上行。氧化镨钕均价85.02万元/吨，上涨5.14万元/吨；金属镨钕均价101.60万元/吨，上涨3.97万元/吨；氧化镝均价141.22万元/吨，上涨1.14万元/吨；氧化铽均价623.43万元/吨，上涨2.00万元/吨。国投证券近期指出，1月以来稀土持续上涨。预计白名单和配额指标刚性制约26年供给，预计内外需求稳定增长，新一轮补库周期可能启动，看好26年稀土中枢价格上涨。稀土市场受宏观情绪影响较小，后续关注板块配置机会。国金证券认为，稀土板块将继续演化估值业绩双升，2026年亦为重点标的同业竞争解决的关键一年。","news_type":1,"symbols_score_info":{"06680":2}},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531224837026528,"gmtCreate":1770714448911,"gmtModify":1770714451325,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"htmlText":"2026年的业绩增长指望它们，太乐观了点。","listText":"2026年的业绩增长指望它们，太乐观了点。","text":"2026年的业绩增长指望它们，太乐观了点。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531224837026528","isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530783157785584,"gmtCreate":1770606619245,"gmtModify":1770606621284,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"htmlText":"大饼黄金。","listText":"大饼黄金。","text":"大饼黄金。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530783157785584","isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":524893741839504,"gmtCreate":1769174511179,"gmtModify":1769174513593,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208673939477970","idStr":"4208673939477970"},"themes":[],"htmlText":"美国对这些地区出手的重要目的就是这些地区背后的自然资源。","listText":"美国对这些地区出手的重要目的就是这些地区背后的自然资源。","text":"美国对这些地区出手的重要目的就是这些地区背后的自然资源。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/524893741839504","isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4208673939477970","idStr":"4208673939477970"},"content":"挖了一个坑还会有大坑，要下跌到4200美元。","text":"挖了一个坑还会有大坑，要下跌到4200美元。","html":"挖了一个坑还会有大坑，要下跌到4200美元。"},{"author":{"id":"9000000000000471","authorId":"9000000000000471","name":"MooreAlcott","avatar":"https://static.tigerbbs.com/3bdfcf969855efce5e151357194599f7","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000471","idStr":"9000000000000471"},"content":"资源股要爆发了，赶紧上车！","text":"资源股要爆发了，赶紧上车！","html":"资源股要爆发了，赶紧上车！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514083297436864,"gmtCreate":1766534778328,"gmtModify":1766540119210,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208673939477970","idStr":"4208673939477970"},"themes":[],"title":"","htmlText":"<a 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10:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据消息人士透露，马斯克团队近期秘密走访了中国多家光伏企业，考察项目涉及设备、硅片、电池组件等环节，其中重点考察了有异质结、钙钛矿技术路线的光伏企业。</p><p>有光伏企业证实此行程，称“与马斯克团队确实接触过，考察内容需要保密”。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"159123":"光伏基金","159609":"光伏龙头","159857":"光伏ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105017941","content_text":"据消息人士透露，马斯克团队近期秘密走访了中国多家光伏企业，考察项目涉及设备、硅片、电池组件等环节，其中重点考察了有异质结、钙钛矿技术路线的光伏企业。有光伏企业证实此行程，称“与马斯克团队确实接触过，考察内容需要保密”。","news_type":1,"symbols_score_info":{"159123":2,"159609":2,"159857":2}},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4208673939477970","idStr":"4208673939477970"},"content":"继续努力跌宕起伏","text":"继续努力跌宕起伏","html":"继续努力跌宕起伏"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518519284663104,"gmtCreate":1767620920159,"gmtModify":1767620922128,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208673939477970","idStr":"4208673939477970"},"themes":[],"title":"","htmlText":"<a 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继续输液继续捂。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/518519284663104","isVote":1,"tweetType":1,"viewCount":2733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528304034402816,"gmtCreate":1770001448185,"gmtModify":1770001450832,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208673939477970","idStr":"4208673939477970"},"themes":[],"title":"","htmlText":"航天算力，太阳能。","listText":"航天算力，太阳能。","text":"航天算力，太阳能。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/528304034402816","repostId":"1114903885","repostType":4,"repost":{"id":"1114903885","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":1769999265,"share":"https://www.laohu8.com/m/news/1114903885?lang=zh_CN&edition=full","pubTime":"2026-02-02 10:27","market":"us","language":"zh","title":"年赚80亿、估值冲击万亿美元：SpaceX走到IPO关键节点","url":"https://stock-news.laohu8.com/highlight/detail?id=1114903885","media":"老虎资讯综合","summary":"IPO前夕，SpaceX或与xAI推进并购整合围绕SpaceX拟推进首次公开募股的消息，市场持续关注其资本运作节奏。最新信息显示，SpaceX正在评估与马斯克旗下人工智能公司xAI的潜在合并方案。xAI此前在融资中的估值高达2300亿美元，若在IPO前完成整合，将对SpaceX的估值结构、业务叙事及上市节奏产生显著影响。市场传闻称，SpaceX在IPO中可能寻求融资规模高达500亿美元，对应估值区间或上探至1.5万亿美元。若该进展成真，SpaceX有望成为美股历史上体量最大的IPO之一。","content":"<html><head></head><body><h3 id=\"id_421127763\">IPO前夕，SpaceX或与xAI推进并购整合</h3><p>围绕SpaceX拟推进首次公开募股（IPO）的消息，市场持续关注其资本运作节奏。最新信息显示，SpaceX正在评估与马斯克旗下人工智能公司xAI的潜在合并方案。</p><p>xAI此前在融资中的估值高达2300亿美元，若在IPO前完成整合，将对SpaceX的估值结构、业务叙事及上市节奏产生显著影响。</p><p>并购有助于强化“航天+AI算力基础设施”的整体叙事，同时也可能增加IPO筹备的复杂度与合规成本。</p><h3 id=\"id_729364098\">盈利能力首次曝光，财务基础支撑万亿美元估值预期</h3><p>据披露，SpaceX在2025年实现约150亿至160亿美元收入，对应约80亿美元的EBITDA利润（未包含资本性支出）。这一盈利能力在重资产航天行业中极为罕见，为其冲击超高估值提供了现实基础。</p><p>市场传闻称，SpaceX在IPO中可能寻求融资规模高达500亿美元，对应估值区间或上探至1.5万亿美元。若该进展成真，SpaceX有望成为美股历史上体量最大的IPO之一。</p><h3 id=\"id_2325620464\">Starlink成现金牛，商业模式逐步走向稳定化</h3><p>目前，SpaceX的主要收入来源来自Starlink卫星互联网业务，订阅用户数已在去年底达到约900万。</p><p>与此同时，商业发射服务及政府航天订单构成稳定补充收入来源。Starlink的订阅制模式正在逐步降低公司对单次发射订单波动的依赖，使整体现金流结构更具可预测性，为后续资本市场定价提供重要支撑。</p><h3 id=\"id_531430782\">申请发射百万颗卫星，构想“轨道数据中心”</h3><p>SpaceX已向美国监管机构申请许可，计划最多发射100万颗卫星，构建“轨道数据中心”网络，用于承载AI算力需求。</p><p>公司提出，太空环境具备接近连续的太阳能供电条件，并拥有更低的散热成本，有望在长期降低数据中心能耗与运维成本。</p><p>从历史数据看，人类迄今发射入轨卫星总量约为2.5万颗，该计划在规模上远超既有实践，技术可行性、轨道资源约束与商业化路径仍存在较大不确定性。</p><h3 id=\"id_1669507554\">AI叙事与资本运作协同，增强IPO想象空间</h3><p>将xAI纳入SpaceX体系，有助于构建“航天基础设施+AI算力平台”的整体故事线，使SpaceX从单一航天企业升级为“未来算力基础设施提供者”。</p><p>这一叙事有利于吸引成长型资金，并提升IPO阶段的市场关注度与估值溢价空间。</p><p>但从执行层面看，大规模并购、业务整合、技术落地仍面临周期长、资本开支高企等现实约束，短期内对盈利贡献有限。</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\" 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10:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_421127763\">IPO前夕，SpaceX或与xAI推进并购整合</h3><p>围绕SpaceX拟推进首次公开募股（IPO）的消息，市场持续关注其资本运作节奏。最新信息显示，SpaceX正在评估与马斯克旗下人工智能公司xAI的潜在合并方案。</p><p>xAI此前在融资中的估值高达2300亿美元，若在IPO前完成整合，将对SpaceX的估值结构、业务叙事及上市节奏产生显著影响。</p><p>并购有助于强化“航天+AI算力基础设施”的整体叙事，同时也可能增加IPO筹备的复杂度与合规成本。</p><h3 id=\"id_729364098\">盈利能力首次曝光，财务基础支撑万亿美元估值预期</h3><p>据披露，SpaceX在2025年实现约150亿至160亿美元收入，对应约80亿美元的EBITDA利润（未包含资本性支出）。这一盈利能力在重资产航天行业中极为罕见，为其冲击超高估值提供了现实基础。</p><p>市场传闻称，SpaceX在IPO中可能寻求融资规模高达500亿美元，对应估值区间或上探至1.5万亿美元。若该进展成真，SpaceX有望成为美股历史上体量最大的IPO之一。</p><h3 id=\"id_2325620464\">Starlink成现金牛，商业模式逐步走向稳定化</h3><p>目前，SpaceX的主要收入来源来自Starlink卫星互联网业务，订阅用户数已在去年底达到约900万。</p><p>与此同时，商业发射服务及政府航天订单构成稳定补充收入来源。Starlink的订阅制模式正在逐步降低公司对单次发射订单波动的依赖，使整体现金流结构更具可预测性，为后续资本市场定价提供重要支撑。</p><h3 id=\"id_531430782\">申请发射百万颗卫星，构想“轨道数据中心”</h3><p>SpaceX已向美国监管机构申请许可，计划最多发射100万颗卫星，构建“轨道数据中心”网络，用于承载AI算力需求。</p><p>公司提出，太空环境具备接近连续的太阳能供电条件，并拥有更低的散热成本，有望在长期降低数据中心能耗与运维成本。</p><p>从历史数据看，人类迄今发射入轨卫星总量约为2.5万颗，该计划在规模上远超既有实践，技术可行性、轨道资源约束与商业化路径仍存在较大不确定性。</p><h3 id=\"id_1669507554\">AI叙事与资本运作协同，增强IPO想象空间</h3><p>将xAI纳入SpaceX体系，有助于构建“航天基础设施+AI算力平台”的整体故事线，使SpaceX从单一航天企业升级为“未来算力基础设施提供者”。</p><p>这一叙事有利于吸引成长型资金，并提升IPO阶段的市场关注度与估值溢价空间。</p><p>但从执行层面看，大规模并购、业务整合、技术落地仍面临周期长、资本开支高企等现实约束，短期内对盈利贡献有限。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"DXYZ":"Destiny Tech100 Inc","SPCE":"维珍银河","ALAB":"Astera Labs, Inc.","LUNR":"Intuitive Machines","ASTS":"AST SpaceMobile, Inc.","RKLB":"Rocket Lab USA, Inc.","SATS":"回声星通信","KULR":"KULR Technology Group, Inc.","SIDU":"Sidus Space 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