千祥云集xyq的个人主页 - 老虎社区

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

03-19

工业板块；对于大宗商品，开始转看空；开始看多债券市场；

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

04-03

最大的灰犀牛事件。

报道：SpaceX的IPO目标估值超2万亿美元，仅低于标普500中五家企业

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21:13","market":"us","language":"zh","title":"财报前瞻 | 特斯拉绩前接连释放积极信号！Robotaxi、FSD以及Cybercab能否支撑后续涨势？","url":"https://stock-news.laohu8.com/highlight/detail?id=2628312711","media":"智通财经","summary":"在汽车交付不及预期、盈利持续承压的背景下，投资者尤为关注无人驾驶出租车Robotaxi的落地进度、全自动驾驶系统FSD的技术迭代，以及Cybercab车型的量产情况。值得关注的是，财报披露前夕，特斯拉股价已率先迎来回暖，上周累计反弹近15%，终结了长达八周的连续下跌态势。FSD与Cybercab特斯拉发力无人驾驶出租车业务之际，整体汽车销量增速放缓，已拖累公司利润率与现金流表现。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>将于美东时间周三盘后(北京时间周四早间)披露最新季度财报。在汽车交付不及预期、盈利持续承压的背景下，投资者尤为关注无人驾驶出租车Robotaxi的落地进度、全自动驾驶系统FSD的技术迭代，以及Cybercab车型的量产情况。这些关键信息或将直接影响特斯拉股价的后续走向。</p><p>值得关注的是，财报披露前夕，特斯拉股价已率先迎来回暖，上周累计反弹近15%，终结了长达八周的连续下跌态势。主要原因包括：中东局势缓和提振了市场情绪，美股科技板块整体走强;与此同时，特斯拉在自研AI芯片领域接连释放积极信号。</p><p><strong>一季度业绩前瞻</strong></p><p>在多重利好推动股价大幅反弹之际，特斯拉将于周三美股盘后正式发布一季度财报。</p><p>分析师预计，特斯拉一季度营收约为220.8亿美元，同比下降9%;调整后每股收益0.35美元;调整后EBITDA预计降至32.17亿美元，同比下滑14.4%。</p><p>本月稍早，特斯拉公布一季度全球交付量为358,023辆，同比增长6.3%，低于市场预期的364,645辆。值得注意的是，去年一季度受ModelY换代影响，交付基数偏低，因此同比数据参考性有限。</p><p><strong>Robotaxi扩张进度</strong></p><p>投资者在周三特斯拉财报会议上的核心关注点，将是无人驾驶出租车在新城市的落地时间表以及自动驾驶技术的最新研发进展。</p><p>自2025年6月上线以来，CEO埃隆・马斯克已多次强调Robotaxi业务对公司未来发展的重要性。</p><p>在今年1月的四季度财报电话会议上，特斯拉高管曾表示，计划上半年将无人驾驶出租车服务拓展至另外9座城市，但截至目前尚未新增任何城市。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Andrew Percoco表示：“奥斯汀首次出现无安全员的无人驾驶出租车后，市场情绪一度高涨，但后续推广速度确实慢于预期。看空者认为这表明特斯拉的技术存在缺陷，但我们认为现在下此结论为时过早。”</p><p>瑞银则表示，预计今年特斯拉无人驾驶出租车业务不会实现 “有意义的规模化扩张”，不过该行已将特斯拉评级从 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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 | 特斯拉绩前接连释放积极信号！Robotaxi、FSD以及Cybercab能否支撑后续涨势？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-20 21:13 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1430533.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉将于美东时间周三盘后(北京时间周四早间)披露最新季度财报。在汽车交付不及预期、盈利持续承压的背景下，投资者尤为关注无人驾驶出租车Robotaxi的落地进度、全自动驾驶系统FSD的技术迭代，以及Cybercab车型的量产情况。这些关键信息或将直接影响特斯拉股价的后续走向。值得关注的是，财报披露前夕，特斯拉股价已率先迎来回暖，上周累计反弹近15%，终结了长达八周的连续下跌态势。主要原因包括：中东...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1430533.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","AAPL":"苹果","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","TLA":"GraniteShares Autocallable TSLA ETF","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc 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INC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1430533.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2628312711","content_text":"特斯拉将于美东时间周三盘后(北京时间周四早间)披露最新季度财报。在汽车交付不及预期、盈利持续承压的背景下，投资者尤为关注无人驾驶出租车Robotaxi的落地进度、全自动驾驶系统FSD的技术迭代，以及Cybercab车型的量产情况。这些关键信息或将直接影响特斯拉股价的后续走向。值得关注的是，财报披露前夕，特斯拉股价已率先迎来回暖，上周累计反弹近15%，终结了长达八周的连续下跌态势。主要原因包括：中东局势缓和提振了市场情绪，美股科技板块整体走强;与此同时，特斯拉在自研AI芯片领域接连释放积极信号。一季度业绩前瞻在多重利好推动股价大幅反弹之际，特斯拉将于周三美股盘后正式发布一季度财报。分析师预计，特斯拉一季度营收约为220.8亿美元，同比下降9%;调整后每股收益0.35美元;调整后EBITDA预计降至32.17亿美元，同比下滑14.4%。本月稍早，特斯拉公布一季度全球交付量为358,023辆，同比增长6.3%，低于市场预期的364,645辆。值得注意的是，去年一季度受ModelY换代影响，交付基数偏低，因此同比数据参考性有限。Robotaxi扩张进度投资者在周三特斯拉财报会议上的核心关注点，将是无人驾驶出租车在新城市的落地时间表以及自动驾驶技术的最新研发进展。自2025年6月上线以来，CEO埃隆・马斯克已多次强调Robotaxi业务对公司未来发展的重要性。在今年1月的四季度财报电话会议上，特斯拉高管曾表示，计划上半年将无人驾驶出租车服务拓展至另外9座城市，但截至目前尚未新增任何城市。摩根士丹利分析师Andrew Percoco表示：“奥斯汀首次出现无安全员的无人驾驶出租车后，市场情绪一度高涨，但后续推广速度确实慢于预期。看空者认为这表明特斯拉的技术存在缺陷，但我们认为现在下此结论为时过早。”瑞银则表示，预计今年特斯拉无人驾驶出租车业务不会实现 “有意义的规模化扩张”，不过该行已将特斯拉评级从 “卖出” 上调至 “中性”。特斯拉此前已未能兑现2025年底无人驾驶出租车的落地目标。马斯克曾承诺，该服务将在2025年末覆盖8至10座城市，相关计划最终被迫推迟。FSD与Cybercab特斯拉发力无人驾驶出租车业务之际，整体汽车销量增速放缓，已拖累公司利润率与现金流表现。摩根士丹利的Percoco表示：“随着资本支出翻倍、自由现金流转负，投资者需要更明确的信号，证明无安全员的自动驾驶即将来临，这样才能支撑该股票的估值。”为了驱动其无人驾驶出租车，特斯拉需要完善真正的自动驾驶技术。即便本月刚推出的最新版完全自动驾驶(FSD)系统，仍要求驾驶员全程保持高度警惕。马斯克曾称，最新 FSD 将让车辆具备 “感知意识”，尽管这一说法略显夸张，但特斯拉表示，此次更新使车辆反应速度提升了 20%。投资者同样期待听到专为无人驾驶出租车业务打造的Cybercab车型的产能进展。该车型已于本月投产。近几周来，奥斯汀超级工厂内 Cybercab 的相关照片已在网络流传。尽管特拉斯股价上周大幅反弹，但年初至今仍下跌11%。","news_type":1,"symbols_score_info":{"TSLT":0.6,"TSYY":0.6,"META":0.6,"NVDA":0.6,"TESL":0.6,"MSFT":0.6,"TSLI":0.6,"TSDD":0.6,"TSLZ":0.6,"TLA":0.6,"AMZN":0.6,"TSLS":0.6,"TSLG":0.6,"07766":0.6,"TSLP":0.6,"TSLQ":0.6,"TSII":0.6,"TSLO":0.6,"TSLW":0.6,"TSL":0.6,"CRSH":0.6,"TEST":0.6,"TSLY":0.6,"TSLA":1.98,"AAPL":0.6,"TSLR":0.6,"GOOG":0.6}},"isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":549490310524960,"gmtCreate":1775174837567,"gmtModify":1775174840246,"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":"最大的灰犀牛事件。","listText":"最大的灰犀牛事件。","text":"最大的灰犀牛事件。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549490310524960","repostId":"2624687327","repostType":4,"repost":{"id":"2624687327","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":1775162940,"share":"https://www.laohu8.com/m/news/2624687327?lang=zh_CN&edition=full","pubTime":"2026-04-03 04:49","market":"hk","language":"zh","title":"报道：SpaceX的IPO目标估值超2万亿美元，仅低于标普500中五家企业","url":"https://stock-news.laohu8.com/highlight/detail?id=2624687327","media":"华尔街见闻","summary":"SpaceX料将成为史上最大规模的上市，已将其IPO目标估值上调至超过2万亿美元。若SpaceX估值超过2万亿美元，意味着其在短短数月内估值上涨近三分之二。2万亿美元市值仅次于英伟达、苹果、Alphabet、微软和亚马逊。","content":"<html><head></head><body><p><strong>据媒体援引知情人士称，SpaceX已将其IPO目标估值上调至超过2万亿美元。这家全球估值最高的初创公司正准备推进可能成为史上最大规模的上市。</strong></p>\n<p>知情人士称，由马斯克创立的这家火箭、卫星和人工智能公司及其顾问，正在向潜在投资者传递这一估值水平，并将在未来几周举行会面。这类被称为“试水”（testing-the-waters）的路演沟通，预计将提供更多支撑该估值的细节。</p>\n<p><strong>若SpaceX估值超过2万亿美元，意味着其在短短数月内估值上涨近三分之二。</strong>今年2月，媒体曾报道，该公司收购xAI后，合并实体估值约为1.25万亿美元。</p>\n<p><strong>按这一估值计算，SpaceX的体量将超过<a href=\"https://laohu8.com/S/161125\">标普500</a>指数中除五家公司之外的所有企业——仅次于<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>。</strong>按这一标准，其市值也将超过<a href=\"https://laohu8.com/S/META\">Meta</a>以及马斯克旗下的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，后两者同属“美股七巨头”（Magnificent 7）。</p>\n<p>彭博社此前周三报道称，SpaceX已秘密递交IPO申请，最早可能在今年6月上市。此次上市将成为一系列超大型IPO中的首个，后续可能包括OpenAI和Anthropic，这两家公司旗下的聊天机器人与SpaceX子公司xAI的Grok形成竞争关系。</p>\n<p>知情人士表示，目前相关讨论仍在进行中，发行细节仍可能发生变化。</p>\n<p>媒体分析称，SpaceX在发射服务和低地轨道通信/宽带领域处于领先地位，与xAI的合并以及拟议IPO将支持其在更大型运载火箭和太空数据中心方面的投资。目前，发射业务和Starlink仍贡献了公司大部分收入，预计到2026年接近200亿美元，而xAI收入可能不足10亿美元。发射业务和Starlink在各自领域均为行业领先者，与竞争对手有着明显领先优势。</p>\n<p>媒体此前报道，SpaceX此次上市可能融资高达750亿美元。按这一规模，将远超史上最大IPO——沙特阿美2019年290亿美元的上市规模。SpaceX公司计划将募集资金用于实现马斯克的愿景，包括建设太空中的AI数据中心以及在月球上建造工厂。</p>\n<p>马斯克的宏大计划需要前所未有的资金规模，以及跨其多家公司协同的资源支持。马斯克今年3月表示，其Terafab项目（未来将生产用于机器人、人工智能及太空数据中心的自研芯片）将由特斯拉与SpaceX共同推进。</p>\n<p>知情人士称，SpaceX已选择美国银行、花旗、<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>以及<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>担任IPO高级承销角色，并已增加更多银行加入承销团。SpaceX已安排周一与更大范围银行承销团的电话会议，并将在4月稍晚举行分析师说明会。</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>报道：SpaceX的IPO目标估值超2万亿美元，仅低于标普500中五家企业</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\">\n报道：SpaceX的IPO目标估值超2万亿美元，仅低于标普500中五家企业\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-04-03 04:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>据媒体援引知情人士称，SpaceX已将其IPO目标估值上调至超过2万亿美元。这家全球估值最高的初创公司正准备推进可能成为史上最大规模的上市。</strong></p>\n<p>知情人士称，由马斯克创立的这家火箭、卫星和人工智能公司及其顾问，正在向潜在投资者传递这一估值水平，并将在未来几周举行会面。这类被称为“试水”（testing-the-waters）的路演沟通，预计将提供更多支撑该估值的细节。</p>\n<p><strong>若SpaceX估值超过2万亿美元，意味着其在短短数月内估值上涨近三分之二。</strong>今年2月，媒体曾报道，该公司收购xAI后，合并实体估值约为1.25万亿美元。</p>\n<p><strong>按这一估值计算，SpaceX的体量将超过<a href=\"https://laohu8.com/S/161125\">标普500</a>指数中除五家公司之外的所有企业——仅次于<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>。</strong>按这一标准，其市值也将超过<a href=\"https://laohu8.com/S/META\">Meta</a>以及马斯克旗下的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，后两者同属“美股七巨头”（Magnificent 7）。</p>\n<p>彭博社此前周三报道称，SpaceX已秘密递交IPO申请，最早可能在今年6月上市。此次上市将成为一系列超大型IPO中的首个，后续可能包括OpenAI和Anthropic，这两家公司旗下的聊天机器人与SpaceX子公司xAI的Grok形成竞争关系。</p>\n<p>知情人士表示，目前相关讨论仍在进行中，发行细节仍可能发生变化。</p>\n<p>媒体分析称，SpaceX在发射服务和低地轨道通信/宽带领域处于领先地位，与xAI的合并以及拟议IPO将支持其在更大型运载火箭和太空数据中心方面的投资。目前，发射业务和Starlink仍贡献了公司大部分收入，预计到2026年接近200亿美元，而xAI收入可能不足10亿美元。发射业务和Starlink在各自领域均为行业领先者，与竞争对手有着明显领先优势。</p>\n<p>媒体此前报道，SpaceX此次上市可能融资高达750亿美元。按这一规模，将远超史上最大IPO——沙特阿美2019年290亿美元的上市规模。SpaceX公司计划将募集资金用于实现马斯克的愿景，包括建设太空中的AI数据中心以及在月球上建造工厂。</p>\n<p>马斯克的宏大计划需要前所未有的资金规模，以及跨其多家公司协同的资源支持。马斯克今年3月表示，其Terafab项目（未来将生产用于机器人、人工智能及太空数据中心的自研芯片）将由特斯拉与SpaceX共同推进。</p>\n<p>知情人士称，SpaceX已选择美国银行、花旗、<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>以及<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>担任IPO高级承销角色，并已增加更多银行加入承销团。SpaceX已安排周一与更大范围银行承销团的电话会议，并将在4月稍晚举行分析师说明会。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/cf9c6b6fef2300c9e50d8bfa113cf11e","relate_stocks":{"VCX":"Fundrise Innovation Fund LLC","DXYZ":"Destiny Tech100 Inc"},"source_url":"https://wallstreetcn.com/articles/3769142","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2624687327","content_text":"据媒体援引知情人士称，SpaceX已将其IPO目标估值上调至超过2万亿美元。这家全球估值最高的初创公司正准备推进可能成为史上最大规模的上市。\n知情人士称，由马斯克创立的这家火箭、卫星和人工智能公司及其顾问，正在向潜在投资者传递这一估值水平，并将在未来几周举行会面。这类被称为“试水”（testing-the-waters）的路演沟通，预计将提供更多支撑该估值的细节。\n若SpaceX估值超过2万亿美元，意味着其在短短数月内估值上涨近三分之二。今年2月，媒体曾报道，该公司收购xAI后，合并实体估值约为1.25万亿美元。\n按这一估值计算，SpaceX的体量将超过标普500指数中除五家公司之外的所有企业——仅次于英伟达、苹果、谷歌母公司Alphabet、微软和亚马逊。按这一标准，其市值也将超过Meta以及马斯克旗下的特斯拉，后两者同属“美股七巨头”（Magnificent 7）。\n彭博社此前周三报道称，SpaceX已秘密递交IPO申请，最早可能在今年6月上市。此次上市将成为一系列超大型IPO中的首个，后续可能包括OpenAI和Anthropic，这两家公司旗下的聊天机器人与SpaceX子公司xAI的Grok形成竞争关系。\n知情人士表示，目前相关讨论仍在进行中，发行细节仍可能发生变化。\n媒体分析称，SpaceX在发射服务和低地轨道通信/宽带领域处于领先地位，与xAI的合并以及拟议IPO将支持其在更大型运载火箭和太空数据中心方面的投资。目前，发射业务和Starlink仍贡献了公司大部分收入，预计到2026年接近200亿美元，而xAI收入可能不足10亿美元。发射业务和Starlink在各自领域均为行业领先者，与竞争对手有着明显领先优势。\n媒体此前报道，SpaceX此次上市可能融资高达750亿美元。按这一规模，将远超史上最大IPO——沙特阿美2019年290亿美元的上市规模。SpaceX公司计划将募集资金用于实现马斯克的愿景，包括建设太空中的AI数据中心以及在月球上建造工厂。\n马斯克的宏大计划需要前所未有的资金规模，以及跨其多家公司协同的资源支持。马斯克今年3月表示，其Terafab项目（未来将生产用于机器人、人工智能及太空数据中心的自研芯片）将由特斯拉与SpaceX共同推进。\n知情人士称，SpaceX已选择美国银行、花旗、高盛、摩根大通以及摩根士丹利担任IPO高级承销角色，并已增加更多银行加入承销团。SpaceX已安排周一与更大范围银行承销团的电话会议，并将在4月稍晚举行分析师说明会。","news_type":1,"symbols_score_info":{"VCX":2,"DXYZ":2}},"isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":547227386942752,"gmtCreate":1774623922098,"gmtModify":1774623924680,"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":"有道理","listText":"有道理","text":"有道理","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547227386942752","repostId":"2622827852","repostType":2,"repost":{"id":"2622827852","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":1774620856,"share":"https://www.laohu8.com/m/news/2622827852?lang=zh_CN&edition=full","pubTime":"2026-03-27 22:14","market":"hk","language":"zh","title":"关键趋势线相继告破，美股“七姐妹”的技术性崩坏正在提速","url":"https://stock-news.laohu8.com/highlight/detail?id=2622827852","media":"华尔街见闻","summary":"曾经支撑整个市场重心的MAG 7技术面正集体崩坏，结构性领涨力量在系统性松动。当多个核心权重股在趋势线、均线等关键支撑位同步告破时，原本分散的卖压会迅速形成合力，继而引发仓位被动调整的连锁反应。","content":"<html><head></head><body><p>美股&#34;科技七姐妹&#34;（Magnificent 7，下称MAG 7）的技术面正在集体恶化，且速度越来越快。从<a href=\"https://laohu8.com/S/42T.SI\">趋势线</a>告破到动量熄火，多只核心权重股同步跌破关键支撑，技术性损伤正在相互叠加、自我强化。</p><p>MAG 7整体自高点已下跌约15%，跌幅已接近2024年夏季那轮回调的规模。市场领头羊的集体失守，令做多仓位面临进一步被动减仓的压力——而当前市场持仓尚未充分消化这一结构性转变，正是后续行情可能进一步加速下行的关键隐患。</p><p>目前，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>是七只成分股中相对坚挺的&#34;最后一个&#34;，而其余六只的<a href=\"https://laohu8.com/S/TKKD.SI\">K</a>线走势已不同程度呈现技术性崩坏迹象。过去作为市场重心的MAG 7，如今正在同步瓦解——趋势线先行弯折，关键价位随后失守，去杠杆的压力开始显现。</p><h2 id=\"id_1025019474\">META：趋势线已破，超卖信号未见有效支撑</h2><p>META本周早些时候跌破了一条主要上升趋势线，并在随后的交易日进一步加速下行。目前，该股收盘价位于200日均线下方的幅度，已是近期罕见。</p><p>从动量指标看，RSI（相对强弱指数）已跌至2024年12月大跌以来的最超卖水平。然而，技术面上首个有实质意义的支撑位要到500美元附近才会出现，意味着当前点位与有效支撑之间仍存在较大空间。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3c0f073a7317caded30d0706c73a568d\" tg-width=\"1000\" tg-height=\"576\"/></p><h2 id=\"id_3832771654\"><a href=\"https://laohu8.com/S/MSFT\">微软</a>：动量死亡交叉仍在，周线RSI触及2006年以来最低</h2><p>微软（MSFT）不久前已跌破自2023年以来维持的长期上升趋势线，此后抛压持续扩大。20日均线远在480美元上方，对当前股价而言已构成沉重的上方压力。</p><p>更值得关注的是，此前在1月中旬已被技术分析师标注的&#34;死亡交叉&#34;（50日均线下穿200日均线）依然牢固存在。下方首个真实支撑位约在350美元，而400美元附近则是第一道阻力，50日均线也恰好落在这一区域。周线RSI目前处于2006年以来的最低水平，长周期动量的疲弱程度已相当罕见。</p><p></p><h2 id=\"id_2196858806\"><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>：区间震荡，方向未明</h2><p>英伟达（NVDA）的走势呈现出一种异乎寻常的平静。自去年7月以来，该股基本被困于约25美元的窄幅区间内，近期刚刚收盘跌破200日均线，但目前来看，技术突破尚未触发明确的方向性信号。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0f6d9767420deca3887d17b998bbb068\" tg-width=\"1006\" tg-height=\"580\"/></p><p>亚马逊（AMZN）的处境与之相似——股价自去年11月以来几乎原地踏步，持续在200日均线下方挣扎，但仍守在更长周期的趋势线之上，整体陷入两难的胶着状态。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9b91a10b20ea189ee2f6faf557f1a483\" tg-width=\"1004\" tg-height=\"590\"/></p><h2 id=\"id_1413655719\"><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>与<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>：关键支撑岌岌可危</h2><p><a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>母公司Alphabet（GOOG）历来是MAG 7中走势最为稳健的成员，但此轮调整已蔓延至这只&#34;压舱石&#34;。GOOG目前正逼近长期趋势线与200日均线的交汇区域，而该支撑带较当前股价仍低约15至20美元，能否守住尚存变数。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6b97b7b64658e72c59df3dbcdc2ce287\" tg-width=\"1004\" tg-height=\"590\"/></p><p>特斯拉（TSLA）则在一条关键趋势线附近徘徊，股价略低于200日均线。放大时间维度来看，特斯拉本质上多年来一直是一只无趋势的股票，长期在宽幅区间内震荡，目前点位已基本回到2021年底时的水平。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c0fe60ca994e39413d2af9ed72d94ac0\" tg-width=\"1002\" tg-height=\"582\"/></p><h2 id=\"id_1914222909\">苹果：逆势坚守，支撑交汇成为关键观察点</h2><p>在七只成分股中，苹果是目前唯一走势相对抗跌的标的，市场将其归类为&#34;反AI&#34;逻辑的受益方向。自&#34;解放日&#34;（Liberation Day）低点延伸而来的上升趋势线，与200日均线在当前位置形成交汇，共同构成一个值得密切关注的关键支撑区域。</p><p>一旦苹果也出现明显破位，MAG 7将真正进入全线失守的阶段。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f2537b4e3a03b40c71f4ab1a980850d4\" tg-width=\"1006\" tg-height=\"588\"/></p><h2 id=\"id_191476189\">技术损伤叠加，领涨格局面临系统性瓦解</h2><p>技术面的恶化之所以值得高度警惕，在于它正在由个股问题演变为集体现象。ZeroHedge指出，当多个核心权重股在趋势线、均线等关键支撑位同步告破时，原本分散的卖压会迅速形成合力，继而引发仓位被动调整的连锁反应。</p><p>曾经支撑整个市场重心的MAG 7，如今正以相近的节奏走向技术性失控——趋势先行弯折，价位随后失守，而去杠杆一旦启动，往往会自我加速。对投资者而言，这一轮不是某一只股票的孤立问题，而是结构性领涨力量的系统性松动。</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>关键趋势线相继告破，美股“七姐妹”的技术性崩坏正在提速</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关键趋势线相继告破，美股“七姐妹”的技术性崩坏正在提速\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-03-27 22:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美股&#34;科技七姐妹&#34;（Magnificent 7，下称MAG 7）的技术面正在集体恶化，且速度越来越快。从<a href=\"https://laohu8.com/S/42T.SI\">趋势线</a>告破到动量熄火，多只核心权重股同步跌破关键支撑，技术性损伤正在相互叠加、自我强化。</p><p>MAG 7整体自高点已下跌约15%，跌幅已接近2024年夏季那轮回调的规模。市场领头羊的集体失守，令做多仓位面临进一步被动减仓的压力——而当前市场持仓尚未充分消化这一结构性转变，正是后续行情可能进一步加速下行的关键隐患。</p><p>目前，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>是七只成分股中相对坚挺的&#34;最后一个&#34;，而其余六只的<a href=\"https://laohu8.com/S/TKKD.SI\">K</a>线走势已不同程度呈现技术性崩坏迹象。过去作为市场重心的MAG 7，如今正在同步瓦解——趋势线先行弯折，关键价位随后失守，去杠杆的压力开始显现。</p><h2 id=\"id_1025019474\">META：趋势线已破，超卖信号未见有效支撑</h2><p>META本周早些时候跌破了一条主要上升趋势线，并在随后的交易日进一步加速下行。目前，该股收盘价位于200日均线下方的幅度，已是近期罕见。</p><p>从动量指标看，RSI（相对强弱指数）已跌至2024年12月大跌以来的最超卖水平。然而，技术面上首个有实质意义的支撑位要到500美元附近才会出现，意味着当前点位与有效支撑之间仍存在较大空间。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3c0f073a7317caded30d0706c73a568d\" tg-width=\"1000\" tg-height=\"576\"/></p><h2 id=\"id_3832771654\"><a href=\"https://laohu8.com/S/MSFT\">微软</a>：动量死亡交叉仍在，周线RSI触及2006年以来最低</h2><p>微软（MSFT）不久前已跌破自2023年以来维持的长期上升趋势线，此后抛压持续扩大。20日均线远在480美元上方，对当前股价而言已构成沉重的上方压力。</p><p>更值得关注的是，此前在1月中旬已被技术分析师标注的&#34;死亡交叉&#34;（50日均线下穿200日均线）依然牢固存在。下方首个真实支撑位约在350美元，而400美元附近则是第一道阻力，50日均线也恰好落在这一区域。周线RSI目前处于2006年以来的最低水平，长周期动量的疲弱程度已相当罕见。</p><p></p><h2 id=\"id_2196858806\"><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>：区间震荡，方向未明</h2><p>英伟达（NVDA）的走势呈现出一种异乎寻常的平静。自去年7月以来，该股基本被困于约25美元的窄幅区间内，近期刚刚收盘跌破200日均线，但目前来看，技术突破尚未触发明确的方向性信号。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0f6d9767420deca3887d17b998bbb068\" tg-width=\"1006\" tg-height=\"580\"/></p><p>亚马逊（AMZN）的处境与之相似——股价自去年11月以来几乎原地踏步，持续在200日均线下方挣扎，但仍守在更长周期的趋势线之上，整体陷入两难的胶着状态。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9b91a10b20ea189ee2f6faf557f1a483\" tg-width=\"1004\" tg-height=\"590\"/></p><h2 id=\"id_1413655719\"><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>与<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>：关键支撑岌岌可危</h2><p><a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>母公司Alphabet（GOOG）历来是MAG 7中走势最为稳健的成员，但此轮调整已蔓延至这只&#34;压舱石&#34;。GOOG目前正逼近长期趋势线与200日均线的交汇区域，而该支撑带较当前股价仍低约15至20美元，能否守住尚存变数。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6b97b7b64658e72c59df3dbcdc2ce287\" tg-width=\"1004\" tg-height=\"590\"/></p><p>特斯拉（TSLA）则在一条关键趋势线附近徘徊，股价略低于200日均线。放大时间维度来看，特斯拉本质上多年来一直是一只无趋势的股票，长期在宽幅区间内震荡，目前点位已基本回到2021年底时的水平。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c0fe60ca994e39413d2af9ed72d94ac0\" tg-width=\"1002\" tg-height=\"582\"/></p><h2 id=\"id_1914222909\">苹果：逆势坚守，支撑交汇成为关键观察点</h2><p>在七只成分股中，苹果是目前唯一走势相对抗跌的标的，市场将其归类为&#34;反AI&#34;逻辑的受益方向。自&#34;解放日&#34;（Liberation Day）低点延伸而来的上升趋势线，与200日均线在当前位置形成交汇，共同构成一个值得密切关注的关键支撑区域。</p><p>一旦苹果也出现明显破位，MAG 7将真正进入全线失守的阶段。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f2537b4e3a03b40c71f4ab1a980850d4\" tg-width=\"1006\" tg-height=\"588\"/></p><h2 id=\"id_191476189\">技术损伤叠加，领涨格局面临系统性瓦解</h2><p>技术面的恶化之所以值得高度警惕，在于它正在由个股问题演变为集体现象。ZeroHedge指出，当多个核心权重股在趋势线、均线等关键支撑位同步告破时，原本分散的卖压会迅速形成合力，继而引发仓位被动调整的连锁反应。</p><p>曾经支撑整个市场重心的MAG 7，如今正以相近的节奏走向技术性失控——趋势先行弯折，价位随后失守，而去杠杆一旦启动，往往会自我加速。对投资者而言，这一轮不是某一只股票的孤立问题，而是结构性领涨力量的系统性松动。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6d8166109f916110c52872d624ea6bda","relate_stocks":{"SG9999004303.SGD":"Nikko AM Shenton Global Opportunities 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7整体自高点已下跌约15%，跌幅已接近2024年夏季那轮回调的规模。市场领头羊的集体失守，令做多仓位面临进一步被动减仓的压力——而当前市场持仓尚未充分消化这一结构性转变，正是后续行情可能进一步加速下行的关键隐患。目前，苹果是七只成分股中相对坚挺的\"最后一个\"，而其余六只的K线走势已不同程度呈现技术性崩坏迹象。过去作为市场重心的MAG 7，如今正在同步瓦解——趋势线先行弯折，关键价位随后失守，去杠杆的压力开始显现。META：趋势线已破，超卖信号未见有效支撑META本周早些时候跌破了一条主要上升趋势线，并在随后的交易日进一步加速下行。目前，该股收盘价位于200日均线下方的幅度，已是近期罕见。从动量指标看，RSI（相对强弱指数）已跌至2024年12月大跌以来的最超卖水平。然而，技术面上首个有实质意义的支撑位要到500美元附近才会出现，意味着当前点位与有效支撑之间仍存在较大空间。微软：动量死亡交叉仍在，周线RSI触及2006年以来最低微软（MSFT）不久前已跌破自2023年以来维持的长期上升趋势线，此后抛压持续扩大。20日均线远在480美元上方，对当前股价而言已构成沉重的上方压力。更值得关注的是，此前在1月中旬已被技术分析师标注的\"死亡交叉\"（50日均线下穿200日均线）依然牢固存在。下方首个真实支撑位约在350美元，而400美元附近则是第一道阻力，50日均线也恰好落在这一区域。周线RSI目前处于2006年以来的最低水平，长周期动量的疲弱程度已相当罕见。英伟达与亚马逊：区间震荡，方向未明英伟达（NVDA）的走势呈现出一种异乎寻常的平静。自去年7月以来，该股基本被困于约25美元的窄幅区间内，近期刚刚收盘跌破200日均线，但目前来看，技术突破尚未触发明确的方向性信号。亚马逊（AMZN）的处境与之相似——股价自去年11月以来几乎原地踏步，持续在200日均线下方挣扎，但仍守在更长周期的趋势线之上，整体陷入两难的胶着状态。谷歌与特斯拉：关键支撑岌岌可危谷歌母公司Alphabet（GOOG）历来是MAG 7中走势最为稳健的成员，但此轮调整已蔓延至这只\"压舱石\"。GOOG目前正逼近长期趋势线与200日均线的交汇区域，而该支撑带较当前股价仍低约15至20美元，能否守住尚存变数。特斯拉（TSLA）则在一条关键趋势线附近徘徊，股价略低于200日均线。放大时间维度来看，特斯拉本质上多年来一直是一只无趋势的股票，长期在宽幅区间内震荡，目前点位已基本回到2021年底时的水平。苹果：逆势坚守，支撑交汇成为关键观察点在七只成分股中，苹果是目前唯一走势相对抗跌的标的，市场将其归类为\"反AI\"逻辑的受益方向。自\"解放日\"（Liberation Day）低点延伸而来的上升趋势线，与200日均线在当前位置形成交汇，共同构成一个值得密切关注的关键支撑区域。一旦苹果也出现明显破位，MAG 7将真正进入全线失守的阶段。技术损伤叠加，领涨格局面临系统性瓦解技术面的恶化之所以值得高度警惕，在于它正在由个股问题演变为集体现象。ZeroHedge指出，当多个核心权重股在趋势线、均线等关键支撑位同步告破时，原本分散的卖压会迅速形成合力，继而引发仓位被动调整的连锁反应。曾经支撑整个市场重心的MAG 7，如今正以相近的节奏走向技术性失控——趋势先行弯折，价位随后失守，而去杠杆一旦启动，往往会自我加速。对投资者而言，这一轮不是某一只股票的孤立问题，而是结构性领涨力量的系统性松动。","news_type":1,"symbols_score_info":{"UUP":0.62,"AMZP":0.6,"CRSH":0.6,"MSFX":0.6,"AZYY":0.6,"NVII":0.6,"META":1.92,"TSLR":0.6,"NVDS":0.6,"SNVD.UK":0.6,"AAPW":0.6,"AAPB":0.6,"2NVD.UK":0.6,"NVIW.SI":0.6,"UDN":0.62,"AAPL":1.93,"MSFU":0.6,"MSFT":1.92,"TSLZ":0.6,"NVDW":0.6,"NVD2.UK":0.6,"TSLQ":0.6,"MSFO":0.6,"MSFL":0.6,"TSLI":0.6,"ANV":0.6,"TEST":0.6,"TSLG":0.6,"NVDD":0.6,"USAW.SI":0.6,"NVDA":1.9,"TESL":0.6,"NVDY":0.6,"USJW.SI":0.6,"TSL":0.6,"AMZN":1.9,"3NVD.UK":0.6,"APLY":0.6,"TSLP":0.6,"AMZY":0.6,"AAPX":0.6,"TSII":0.6,"07766":0.6,"NVDS.UK":0.6,"TSLO":0.6,"NVDG":0.6,"AMZD":0.6,"MSFD":0.6,"AAPD":0.6,"TLA":0.6,"TSLT":0.6,"NVD3.UK":0.6,"GOOG":1.92,"NVDX":0.6,"AAPY":0.6,"TSLW":0.6,"TSYY":0.6,"AMZU":0.6,"NVDQ":0.6,"TSDD":0.6,"MSFW":0.6,"MACW.SI":0.6,"NVDU":0.6,"DIPS":0.6,"TSLS":0.6,"AAPU":0.6,"TSLA":1.9,"NVDB":0.6,"NVD":0.6,"MSFY":0.6,"AMZZ":0.6,"AMZW":0.6,"TSLY":0.6}},"isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546210429876200,"gmtCreate":1774361586124,"gmtModify":1774361588728,"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":"一般般","listText":"一般般","text":"一般般","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546210429876200","repostId":"1164075281","repostType":2,"repost":{"id":"1164075281","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":1774323249,"share":"https://www.laohu8.com/m/news/1164075281?lang=zh_CN&edition=full","pubTime":"2026-03-24 11:34","market":"us","language":"zh","title":"期权大单｜特斯拉重磅官宣，多张CALL翻倍，Palantir认购合约涨超400%","url":"https://stock-news.laohu8.com/highlight/detail?id=1164075281","media":"老虎资讯综合","summary":"周一美股期权市场成交57,336,585张合约。","content":"<html><head></head><body><h3 id=\"id_2746373818\">一、市场概览</h3><p>周一（3月23日），美股三大指数集体收涨，涨幅均超1%。当日美股期权市场总成交量57,336,585张合约，其中看涨期权占比56%，看跌期权占比44%。</p><h3 id=\"id_3056093129\">二、个股期权成交：特斯拉释放重磅消息，多张CALL翻倍</h3><p>特斯拉、英伟达、苹果、微软、亚马逊、超微电脑、美光科技、Meta、SoFi、AMD位居个股期权成交榜的前十位。其中，英伟达的异动大单达到86只。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fefe991aca05a490ecd947c9bbf30c5\" tg-width=\"840\" tg-height=\"666\"/></p><p> <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 周一涨3.5%。特斯拉日前发文称：<strong>“携手SpaceX与人工智能公司xAI，我们正在建造史上规模最大的芯片制造工厂（年产能1太瓦），将逻辑芯片、存储芯片与先进封装技术集于一体。为尽可能充分利用太阳能，我们每年需要向太空发射1亿吨用于捕获太阳能的设备。这一需求远超当前全球所有芯片厂商的产能总和，即便到2030年（按产能增速预测）也无法满足。”</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05cfba0bcd606ae2e55ff5804a8eb57f\" tg-width=\"560\" tg-height=\"240\"/></p><p>特斯拉3月25日到期的认购合约集体大涨，多张合约涨幅超100%，行权价最高超390美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9dd5676c6a8bd18a96cc2fc5fb2c0867\" tg-width=\"726\" tg-height=\"918\"/></p><h3 id=\"id_1466461313\">三、异动观察：Palantir获利好，认购合约押注170美元</h3><p>昨日，AI应用龙头股<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>大涨近7%。消息面上，美国国防部将该公司的Maven人工智能系统升格为正式列装项目（PoR），象征着该AI系统全面纳入美军作战体系。该系统提供战场的数字地图显示，帮助识别和选择目标，并与武器系统配对。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9dddb21dd0c625698b8c13c41c114d31\" tg-width=\"560\" tg-height=\"240\"/></p><p>期权方面，Palantir的认购合约在昨日成交前十中占据七席。其中有两张CALL均押注170美元，到期日分别为3月27日及4月2日。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b878b3a6f1d9a9305b3ca6529dfd9268\" tg-width=\"957\" tg-height=\"417\"/></p><p>Palantir的认购合约价格同步大涨，本周到期的CALL，最高涨幅超400%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/010a5883dfb693688a3b6b0cba226cf8\" tg-width=\"729\" tg-height=\"807\"/></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>期权大单｜特斯拉重磅官宣，多张CALL翻倍，Palantir认购合约涨超400%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n期权大单｜特斯拉重磅官宣，多张CALL翻倍，Palantir认购合约涨超400%\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\">2026-03-24 11:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_2746373818\">一、市场概览</h3><p>周一（3月23日），美股三大指数集体收涨，涨幅均超1%。当日美股期权市场总成交量57,336,585张合约，其中看涨期权占比56%，看跌期权占比44%。</p><h3 id=\"id_3056093129\">二、个股期权成交：特斯拉释放重磅消息，多张CALL翻倍</h3><p>特斯拉、英伟达、苹果、微软、亚马逊、超微电脑、美光科技、Meta、SoFi、AMD位居个股期权成交榜的前十位。其中，英伟达的异动大单达到86只。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fefe991aca05a490ecd947c9bbf30c5\" tg-width=\"840\" tg-height=\"666\"/></p><p> <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 周一涨3.5%。特斯拉日前发文称：<strong>“携手SpaceX与人工智能公司xAI，我们正在建造史上规模最大的芯片制造工厂（年产能1太瓦），将逻辑芯片、存储芯片与先进封装技术集于一体。为尽可能充分利用太阳能，我们每年需要向太空发射1亿吨用于捕获太阳能的设备。这一需求远超当前全球所有芯片厂商的产能总和，即便到2030年（按产能增速预测）也无法满足。”</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05cfba0bcd606ae2e55ff5804a8eb57f\" tg-width=\"560\" tg-height=\"240\"/></p><p>特斯拉3月25日到期的认购合约集体大涨，多张合约涨幅超100%，行权价最高超390美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9dd5676c6a8bd18a96cc2fc5fb2c0867\" tg-width=\"726\" tg-height=\"918\"/></p><h3 id=\"id_1466461313\">三、异动观察：Palantir获利好，认购合约押注170美元</h3><p>昨日，AI应用龙头股<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>大涨近7%。消息面上，美国国防部将该公司的Maven人工智能系统升格为正式列装项目（PoR），象征着该AI系统全面纳入美军作战体系。该系统提供战场的数字地图显示，帮助识别和选择目标，并与武器系统配对。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9dddb21dd0c625698b8c13c41c114d31\" tg-width=\"560\" tg-height=\"240\"/></p><p>期权方面，Palantir的认购合约在昨日成交前十中占据七席。其中有两张CALL均押注170美元，到期日分别为3月27日及4月2日。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b878b3a6f1d9a9305b3ca6529dfd9268\" tg-width=\"957\" tg-height=\"417\"/></p><p>Palantir的认购合约价格同步大涨，本周到期的CALL，最高涨幅超400%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/010a5883dfb693688a3b6b0cba226cf8\" tg-width=\"729\" tg-height=\"807\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/968c7f56416ea450ba452ed25e324d2e","relate_stocks":{"TSLA":"特斯拉","PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164075281","content_text":"一、市场概览周一（3月23日），美股三大指数集体收涨，涨幅均超1%。当日美股期权市场总成交量57,336,585张合约，其中看涨期权占比56%，看跌期权占比44%。二、个股期权成交：特斯拉释放重磅消息，多张CALL翻倍特斯拉、英伟达、苹果、微软、亚马逊、超微电脑、美光科技、Meta、SoFi、AMD位居个股期权成交榜的前十位。其中，英伟达的异动大单达到86只。 特斯拉 周一涨3.5%。特斯拉日前发文称：“携手SpaceX与人工智能公司xAI，我们正在建造史上规模最大的芯片制造工厂（年产能1太瓦），将逻辑芯片、存储芯片与先进封装技术集于一体。为尽可能充分利用太阳能，我们每年需要向太空发射1亿吨用于捕获太阳能的设备。这一需求远超当前全球所有芯片厂商的产能总和，即便到2030年（按产能增速预测）也无法满足。”特斯拉3月25日到期的认购合约集体大涨，多张合约涨幅超100%，行权价最高超390美元。三、异动观察：Palantir获利好，认购合约押注170美元昨日，AI应用龙头股Palantir大涨近7%。消息面上，美国国防部将该公司的Maven人工智能系统升格为正式列装项目（PoR），象征着该AI系统全面纳入美军作战体系。该系统提供战场的数字地图显示，帮助识别和选择目标，并与武器系统配对。期权方面，Palantir的认购合约在昨日成交前十中占据七席。其中有两张CALL均押注170美元，到期日分别为3月27日及4月2日。Palantir的认购合约价格同步大涨，本周到期的CALL，最高涨幅超400%。","news_type":1,"symbols_score_info":{"PLTR":2,"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544183556755552,"gmtCreate":1773882806732,"gmtModify":1773882809153,"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":"工业板块；对于大宗商品，开始转看空；开始看多债券市场；","listText":"工业板块；对于大宗商品，开始转看空；开始看多债券市场；","text":"工业板块；对于大宗商品，开始转看空；开始看多债券市场；","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/544183556755552","isVote":1,"tweetType":1,"viewCount":954,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000373","authorId":"9000000000000373","name":"TroySwift","avatar":"https://static.tigerbbs.com/f64d8606368fe07c4863697ca91a6aa2","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000373","authorIdStr":"9000000000000373"},"content":"债券多仓搞起来，大宗商品小心点！","text":"债券多仓搞起来，大宗商品小心点！","html":"债券多仓搞起来，大宗商品小心点！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544069881516792,"gmtCreate":1773824395319,"gmtModify":1773824397688,"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":"不一样","listText":"不一样","text":"不一样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/544069881516792","isVote":1,"tweetType":1,"viewCount":1629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537568847913112,"gmtCreate":1772263363874,"gmtModify":1772263366243,"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":"希望的田野","listText":"希望的田野","text":"希望的田野","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537568847913112","repostId":"537482109412488","repostType":1,"repost":{"id":537482109412488,"gmtCreate":1772242106549,"gmtModify":1772245567697,"author":{"id":"3478213283465426","authorId":"3478213283465426","name":"美股投资网","avatar":"https://static.tigerbbs.com/a1bfd2cf1aa240d7058795c83d419510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478213283465426","authorIdStr":"3478213283465426"},"themes":[],"title":"突发！马斯克Space X 下个月提交上市申请！市值1.75万亿","htmlText":"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%。 <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","listText":"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%。 <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 从算法竞争转向“资源控制权”竞争的分水岭。 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。 $亚马逊(AMZN)$ 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","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":704,"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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17:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<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>\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":{"BK4535":"淡马锡持仓","07747":"南方两倍做多三星电子","KORU":"Direxion Daily MSCI South Korea Bull 3x Shares","07709":"南方两倍做多海力士","FLKR":"Franklin FTSE South Korea ETF","MKOR":"Matthews Korea Active 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,"07747":2,"MKOR":1.5,"FLKR":1.5,"KORU":1.5,"EWY":2.1}},"isVote":1,"tweetType":1,"viewCount":665,"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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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":819,"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":595,"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":{"IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","TSLI":"2倍做多TSLA 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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。”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。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。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。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。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。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，其中包括通用汽车等传统车企。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 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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":578,"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":[],"title":"","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":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"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":{".IXIC":2,".SPX":2,".DJI":2}},"isVote":1,"tweetType":1,"viewCount":549,"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":540,"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":{"WDC":"西部数据","SNDK":"闪迪","MU":"美光科技","STX":"希捷科技"},"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":{"WDC":2,"SNDK":2,"MU":2,"STX":2}},"isVote":1,"tweetType":1,"viewCount":696,"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":[],"title":"","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":1232,"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 href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 不可能一直没有更新 对于哈哈哈","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 不可能一直没有更新 对于哈哈哈","text":"$特斯拉(TSLA)$ 不可能一直没有更新 对于哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/514083297436864","isVote":1,"tweetType":1,"viewCount":2037,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000202","authorId":"9000000000000202","name":"JaneWW","avatar":"https://static.tigerbbs.com/14a2ff8c5e89941e17edca25f99480f8","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000202","idStr":"9000000000000202"},"content":"TSLA最近动静不大，等等看财报怎么说？","text":"TSLA最近动静不大，等等看财报怎么说？","html":"TSLA最近动静不大，等等看财报怎么说？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523363495886944,"gmtCreate":1768745800317,"gmtModify":1768745805561,"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":"没有交易就没有生活每天都是这样","listText":"没有交易就没有生活每天都是这样","text":"没有交易就没有生活每天都是这样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/523363495886944","isVote":1,"tweetType":1,"viewCount":1099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519763972502256,"gmtCreate":1767916831661,"gmtModify":1767916833892,"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":"n能不能你举高高","listText":"n能不能你举高高","text":"n能不能你举高高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/519763972502256","isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529171932692632,"gmtCreate":1770175934790,"gmtModify":1770175937153,"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":"太阳光伏能。","listText":"太阳光伏能。","text":"太阳光伏能。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/529171932692632","repostId":"1105017941","repostType":4,"repost":{"id":"1105017941","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":1770172080,"share":"https://www.laohu8.com/m/news/1105017941?lang=zh_CN&edition=full","pubTime":"2026-02-04 10:28","market":"sh","language":"zh","title":"消息人士：马斯克团队近期秘密走访了中国多家光伏企业","url":"https://stock-news.laohu8.com/highlight/detail?id=1105017941","media":"老虎资讯综合","summary":"有光伏企业证实此行程","content":"<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>","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>消息人士：马斯克团队近期秘密走访了中国多家光伏企业</title>\n<style 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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":817,"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 href=\"https://laohu8.com/S/06082\">$壁仞科技(06082)$ </a> 继续输液继续捂。","listText":"<a href=\"https://laohu8.com/S/06082\">$壁仞科技(06082)$ </a> 继续输液继续捂。","text":"$壁仞科技(06082)$ 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":4061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544183556755552,"gmtCreate":1773882806732,"gmtModify":1773882809153,"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":"工业板块；对于大宗商品，开始转看空；开始看多债券市场；","listText":"工业板块；对于大宗商品，开始转看空；开始看多债券市场；","text":"工业板块；对于大宗商品，开始转看空；开始看多债券市场；","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/544183556755552","isVote":1,"tweetType":1,"viewCount":954,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000373","authorId":"9000000000000373","name":"TroySwift","avatar":"https://static.tigerbbs.com/f64d8606368fe07c4863697ca91a6aa2","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000373","idStr":"9000000000000373"},"content":"债券多仓搞起来，大宗商品小心点！","text":"债券多仓搞起来，大宗商品小心点！","html":"债券多仓搞起来，大宗商品小心点！"}],"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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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年赚80亿、估值冲击万亿美元：SpaceX走到IPO关键节点\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\">2026-02-02 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":{"SATS":"回声星通信","ALAB":"Astera Labs, Inc.","SPCE":"维珍银河","SIDU":"Sidus Space Inc.","LUNR":"Intuitive Machines","DXYZ":"Destiny Tech100 Inc","ASTS":"AST SpaceMobile, Inc.","RKLB":"Rocket Lab USA, Inc.","KULR":"KULR Technology Group, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114903885","content_text":"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（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。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。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。盈利能力首次曝光，财务基础支撑万亿美元估值预期据披露，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。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。Starlink成现金牛，商业模式逐步走向稳定化目前，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。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。申请发射百万颗卫星，构想“轨道数据中心”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。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。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。AI叙事与资本运作协同，增强IPO想象空间将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”。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。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。","news_type":1,"symbols_score_info":{"SPCE":2,"SATS":2,"RKLB":2,"KULR":2,"ALAB":2,"DXYZ":2,"SIDU":2,"ASTS":2,"LUNR":2}},"isVote":1,"tweetType":1,"viewCount":746,"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":"抓好实施。抓好实施。","text":"抓好实施。抓好实施。","html":"抓好实施。抓好实施。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":517770848347032,"gmtCreate":1767438109284,"gmtModify":1767438111563,"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 href=\"https://laohu8.com/S/06082\">$壁仞科技(06082)$ </a> 不错的变革，大家持之以恒","listText":"<a href=\"https://laohu8.com/S/06082\">$壁仞科技(06082)$ </a> 不错的变革，大家持之以恒","text":"$壁仞科技(06082)$ 不错的变革，大家持之以恒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/517770848347032","isVote":1,"tweetType":1,"viewCount":3246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":549490310524960,"gmtCreate":1775174837567,"gmtModify":1775174840246,"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":"最大的灰犀牛事件。","listText":"最大的灰犀牛事件。","text":"最大的灰犀牛事件。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549490310524960","repostId":"2624687327","repostType":4,"repost":{"id":"2624687327","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":1775162940,"share":"https://www.laohu8.com/m/news/2624687327?lang=zh_CN&edition=full","pubTime":"2026-04-03 04:49","market":"hk","language":"zh","title":"报道：SpaceX的IPO目标估值超2万亿美元，仅低于标普500中五家企业","url":"https://stock-news.laohu8.com/highlight/detail?id=2624687327","media":"华尔街见闻","summary":"SpaceX料将成为史上最大规模的上市，已将其IPO目标估值上调至超过2万亿美元。若SpaceX估值超过2万亿美元，意味着其在短短数月内估值上涨近三分之二。2万亿美元市值仅次于英伟达、苹果、Alphabet、微软和亚马逊。","content":"<html><head></head><body><p><strong>据媒体援引知情人士称，SpaceX已将其IPO目标估值上调至超过2万亿美元。这家全球估值最高的初创公司正准备推进可能成为史上最大规模的上市。</strong></p>\n<p>知情人士称，由马斯克创立的这家火箭、卫星和人工智能公司及其顾问，正在向潜在投资者传递这一估值水平，并将在未来几周举行会面。这类被称为“试水”（testing-the-waters）的路演沟通，预计将提供更多支撑该估值的细节。</p>\n<p><strong>若SpaceX估值超过2万亿美元，意味着其在短短数月内估值上涨近三分之二。</strong>今年2月，媒体曾报道，该公司收购xAI后，合并实体估值约为1.25万亿美元。</p>\n<p><strong>按这一估值计算，SpaceX的体量将超过<a href=\"https://laohu8.com/S/161125\">标普500</a>指数中除五家公司之外的所有企业——仅次于<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>。</strong>按这一标准，其市值也将超过<a href=\"https://laohu8.com/S/META\">Meta</a>以及马斯克旗下的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，后两者同属“美股七巨头”（Magnificent 7）。</p>\n<p>彭博社此前周三报道称，SpaceX已秘密递交IPO申请，最早可能在今年6月上市。此次上市将成为一系列超大型IPO中的首个，后续可能包括OpenAI和Anthropic，这两家公司旗下的聊天机器人与SpaceX子公司xAI的Grok形成竞争关系。</p>\n<p>知情人士表示，目前相关讨论仍在进行中，发行细节仍可能发生变化。</p>\n<p>媒体分析称，SpaceX在发射服务和低地轨道通信/宽带领域处于领先地位，与xAI的合并以及拟议IPO将支持其在更大型运载火箭和太空数据中心方面的投资。目前，发射业务和Starlink仍贡献了公司大部分收入，预计到2026年接近200亿美元，而xAI收入可能不足10亿美元。发射业务和Starlink在各自领域均为行业领先者，与竞争对手有着明显领先优势。</p>\n<p>媒体此前报道，SpaceX此次上市可能融资高达750亿美元。按这一规模，将远超史上最大IPO——沙特阿美2019年290亿美元的上市规模。SpaceX公司计划将募集资金用于实现马斯克的愿景，包括建设太空中的AI数据中心以及在月球上建造工厂。</p>\n<p>马斯克的宏大计划需要前所未有的资金规模，以及跨其多家公司协同的资源支持。马斯克今年3月表示，其Terafab项目（未来将生产用于机器人、人工智能及太空数据中心的自研芯片）将由特斯拉与SpaceX共同推进。</p>\n<p>知情人士称，SpaceX已选择美国银行、花旗、<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>以及<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>担任IPO高级承销角色，并已增加更多银行加入承销团。SpaceX已安排周一与更大范围银行承销团的电话会议，并将在4月稍晚举行分析师说明会。</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>报道：SpaceX的IPO目标估值超2万亿美元，仅低于标普500中五家企业</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报道：SpaceX的IPO目标估值超2万亿美元，仅低于标普500中五家企业\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-04-03 04:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>据媒体援引知情人士称，SpaceX已将其IPO目标估值上调至超过2万亿美元。这家全球估值最高的初创公司正准备推进可能成为史上最大规模的上市。</strong></p>\n<p>知情人士称，由马斯克创立的这家火箭、卫星和人工智能公司及其顾问，正在向潜在投资者传递这一估值水平，并将在未来几周举行会面。这类被称为“试水”（testing-the-waters）的路演沟通，预计将提供更多支撑该估值的细节。</p>\n<p><strong>若SpaceX估值超过2万亿美元，意味着其在短短数月内估值上涨近三分之二。</strong>今年2月，媒体曾报道，该公司收购xAI后，合并实体估值约为1.25万亿美元。</p>\n<p><strong>按这一估值计算，SpaceX的体量将超过<a href=\"https://laohu8.com/S/161125\">标普500</a>指数中除五家公司之外的所有企业——仅次于<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>。</strong>按这一标准，其市值也将超过<a href=\"https://laohu8.com/S/META\">Meta</a>以及马斯克旗下的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，后两者同属“美股七巨头”（Magnificent 7）。</p>\n<p>彭博社此前周三报道称，SpaceX已秘密递交IPO申请，最早可能在今年6月上市。此次上市将成为一系列超大型IPO中的首个，后续可能包括OpenAI和Anthropic，这两家公司旗下的聊天机器人与SpaceX子公司xAI的Grok形成竞争关系。</p>\n<p>知情人士表示，目前相关讨论仍在进行中，发行细节仍可能发生变化。</p>\n<p>媒体分析称，SpaceX在发射服务和低地轨道通信/宽带领域处于领先地位，与xAI的合并以及拟议IPO将支持其在更大型运载火箭和太空数据中心方面的投资。目前，发射业务和Starlink仍贡献了公司大部分收入，预计到2026年接近200亿美元，而xAI收入可能不足10亿美元。发射业务和Starlink在各自领域均为行业领先者，与竞争对手有着明显领先优势。</p>\n<p>媒体此前报道，SpaceX此次上市可能融资高达750亿美元。按这一规模，将远超史上最大IPO——沙特阿美2019年290亿美元的上市规模。SpaceX公司计划将募集资金用于实现马斯克的愿景，包括建设太空中的AI数据中心以及在月球上建造工厂。</p>\n<p>马斯克的宏大计划需要前所未有的资金规模，以及跨其多家公司协同的资源支持。马斯克今年3月表示，其Terafab项目（未来将生产用于机器人、人工智能及太空数据中心的自研芯片）将由特斯拉与SpaceX共同推进。</p>\n<p>知情人士称，SpaceX已选择美国银行、花旗、<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>以及<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>担任IPO高级承销角色，并已增加更多银行加入承销团。SpaceX已安排周一与更大范围银行承销团的电话会议，并将在4月稍晚举行分析师说明会。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/cf9c6b6fef2300c9e50d8bfa113cf11e","relate_stocks":{"VCX":"Fundrise Innovation Fund LLC","DXYZ":"Destiny Tech100 Inc"},"source_url":"https://wallstreetcn.com/articles/3769142","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2624687327","content_text":"据媒体援引知情人士称，SpaceX已将其IPO目标估值上调至超过2万亿美元。这家全球估值最高的初创公司正准备推进可能成为史上最大规模的上市。\n知情人士称，由马斯克创立的这家火箭、卫星和人工智能公司及其顾问，正在向潜在投资者传递这一估值水平，并将在未来几周举行会面。这类被称为“试水”（testing-the-waters）的路演沟通，预计将提供更多支撑该估值的细节。\n若SpaceX估值超过2万亿美元，意味着其在短短数月内估值上涨近三分之二。今年2月，媒体曾报道，该公司收购xAI后，合并实体估值约为1.25万亿美元。\n按这一估值计算，SpaceX的体量将超过标普500指数中除五家公司之外的所有企业——仅次于英伟达、苹果、谷歌母公司Alphabet、微软和亚马逊。按这一标准，其市值也将超过Meta以及马斯克旗下的特斯拉，后两者同属“美股七巨头”（Magnificent 7）。\n彭博社此前周三报道称，SpaceX已秘密递交IPO申请，最早可能在今年6月上市。此次上市将成为一系列超大型IPO中的首个，后续可能包括OpenAI和Anthropic，这两家公司旗下的聊天机器人与SpaceX子公司xAI的Grok形成竞争关系。\n知情人士表示，目前相关讨论仍在进行中，发行细节仍可能发生变化。\n媒体分析称，SpaceX在发射服务和低地轨道通信/宽带领域处于领先地位，与xAI的合并以及拟议IPO将支持其在更大型运载火箭和太空数据中心方面的投资。目前，发射业务和Starlink仍贡献了公司大部分收入，预计到2026年接近200亿美元，而xAI收入可能不足10亿美元。发射业务和Starlink在各自领域均为行业领先者，与竞争对手有着明显领先优势。\n媒体此前报道，SpaceX此次上市可能融资高达750亿美元。按这一规模，将远超史上最大IPO——沙特阿美2019年290亿美元的上市规模。SpaceX公司计划将募集资金用于实现马斯克的愿景，包括建设太空中的AI数据中心以及在月球上建造工厂。\n马斯克的宏大计划需要前所未有的资金规模，以及跨其多家公司协同的资源支持。马斯克今年3月表示，其Terafab项目（未来将生产用于机器人、人工智能及太空数据中心的自研芯片）将由特斯拉与SpaceX共同推进。\n知情人士称，SpaceX已选择美国银行、花旗、高盛、摩根大通以及摩根士丹利担任IPO高级承销角色，并已增加更多银行加入承销团。SpaceX已安排周一与更大范围银行承销团的电话会议，并将在4月稍晚举行分析师说明会。","news_type":1,"symbols_score_info":{"VCX":2,"DXYZ":2}},"isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}