+关注
LW89
暂无个人介绍
IP属地:海外
28
关注
1
粉丝
0
主题
0
勋章
主贴
热门
LW89
08-14
垃圾新闻信誉危机
美股异动|存储股、部分光通信股股价上扬,西部数据、闪迪、SK海力士、Credo、MaxLinear升3%
LW89
08-14
垃圾新闻
投资者押注估值翻倍!报道:Anthropic拟以2万亿美元估值上市,或将成为史上最大IPO
LW89
05-22
做空做空!跟区块链一样!都是伪技术
盘前异动 | 量子计算概念股延续涨势,Infleqtion涨超10%;绩优股集体走强!Workday涨超11%、Zoom涨近8%
LW89
03-27
特朗普不靠谱不行啦
停火协议曙光引燃美股“贪婪时刻”!372亿美元巨资入场,创2024年大选以来单周流入新高
LW89
02-05
完全没价值,浪费地球资源
盘前异动|半导体板块普涨!博通涨超5%,闪迪涨超3%;贵金属板块回调!科尔黛伦矿业、赫克拉矿业跌超4%
LW89
02-05
继续做空半导体
盘前异动|半导体板块普涨!博通涨超5%,闪迪涨超3%;贵金属板块回调!科尔黛伦矿业、赫克拉矿业跌超4%
LW89
2025-10-25
不需要不需要不需要
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4217336078083580","uuid":"4217336078083580","gmtCreate":1754232889666,"gmtModify":1754235814791,"name":"LW89","pinyin":"lw89","introduction":"","introductionEn":null,"signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":28,"tweetSize":7,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"海外","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":7,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":596579046134584,"gmtCreate":1786667336070,"gmtModify":1786671095031,"author":{"id":"4217336078083580","authorId":"4217336078083580","name":"LW89","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4217336078083580","authorIdStr":"4217336078083580"},"themes":[],"title":"","htmlText":"垃圾新闻信誉危机","listText":"垃圾新闻信誉危机","text":"垃圾新闻信誉危机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596579046134584","repostId":"1100434100","repostType":2,"repost":{"id":"1100434100","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":1786628846,"share":"https://www.laohunote.com/m/news/1100434100?lang=zh_CN&edition=full","pubTime":"2026-08-13 21:47","market":"us","language":"zh","title":"美股异动|存储股、部分光通信股股价上扬,西部数据、闪迪、SK海力士、Credo、MaxLinear升3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1100434100","media":"老虎资讯综合","summary":"存储股、部分光通信股股价上扬,西部数据、闪迪、 $SK海力士(SKHY)$、 $Credo Technology Group Holding Ltd(CRDO)$、 $MaxLinear(MXL)$升 3%。","content":"<html><head></head><body><p style=\"text-align: left;\">存储股、部分光通信股股价上扬,西部数据、闪迪、 <a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>、 <a href=\"https://laohu8.com/S/CRDO\">Credo Technology Group Holding Ltd</a>、 <a href=\"https://laohu8.com/S/MXL\">MaxLinear</a>升 3%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d8b1352464ea5b2288542a2c5f2bd4e5\" data-align=\"center\" tg-width=\"1090\" tg-height=\"340\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/917a377f9f45d491d93deac0c5dc6267\" data-align=\"center\" tg-width=\"1078\" tg-height=\"554\"/><span></span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股异动|存储股、部分光通信股股价上扬,西部数据、闪迪、SK海力士、Credo、MaxLinear升3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股异动|存储股、部分光通信股股价上扬,西部数据、闪迪、SK海力士、Credo、MaxLinear升3%\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\">2026-08-13 21:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">存储股、部分光通信股股价上扬,西部数据、闪迪、 <a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>、 <a href=\"https://laohu8.com/S/CRDO\">Credo Technology Group Holding Ltd</a>、 <a href=\"https://laohu8.com/S/MXL\">MaxLinear</a>升 3%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d8b1352464ea5b2288542a2c5f2bd4e5\" data-align=\"center\" tg-width=\"1090\" tg-height=\"340\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/917a377f9f45d491d93deac0c5dc6267\" data-align=\"center\" tg-width=\"1078\" tg-height=\"554\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3fd9b4b7cbec67c68f3fbf44b021799e","relate_stocks":{"MXLL":"Leverage Shares 2X Long MXL Daily ETF","SKHY":"SK海力士","SK":"2倍做多海力士ETF-Corgi","SKHZ":"1倍做空海力士ETF-Leverage Shares","SKHA":"Tradr 2X Long SK hynix Daily ETF","SKHU":"2倍做多海力士-ProShares","SKUU":"2倍做多海力士ETF-GraniteShares","CRDO":"Credo Technology Group Holding Ltd","SKDD":"2倍做空海力士ETF-GraniteShares","HYNX":"2倍做多海力士ETF-T-REX","07709":"南方两倍做多海力士","CRDU":"Tradr 2X Long CRDO Daily ETF","SKHX":"2倍做多海力士ETF-Leverage Shares","MXL":"MaxLinear"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100434100","content_text":"存储股、部分光通信股股价上扬,西部数据、闪迪、 SK海力士、 Credo Technology Group Holding Ltd、 MaxLinear升 3%。","news_type":1,"symbols_score_info":{"SKHX":0.6,"MXLL":0.6,"SKDD":0.6,"SKHY":2,"CRDU":0.6,"07709":0.6,"SKHU":0.6,"SK":0.6,"SKHA":0.6,"SKHZ":0.6,"SKUU":0.6,"MXL":2,"CRDO":2,"HYNX":0.6}},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596577488622512,"gmtCreate":1786666963120,"gmtModify":1786667267576,"author":{"id":"4217336078083580","authorId":"4217336078083580","name":"LW89","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4217336078083580","authorIdStr":"4217336078083580"},"themes":[],"title":"","htmlText":"垃圾新闻","listText":"垃圾新闻","text":"垃圾新闻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596577488622512","repostId":"2659634471","repostType":2,"repost":{"id":"2659634471","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":1786633190,"share":"https://www.laohunote.com/m/news/2659634471?lang=zh_CN&edition=full","pubTime":"2026-08-13 22:59","market":"us","language":"zh","title":"投资者押注估值翻倍!报道:Anthropic拟以2万亿美元估值上市,或将成为史上最大IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=2659634471","media":"华尔街见闻","summary":"据媒体报道,六名股东透露,Anthropic快速增长的营收将支撑其在计划的秋季上市中实现现有估值翻倍以上,预计到2026年底,年化营收将达到1000亿至1200亿美元。","content":"<html><head></head><body><p>Anthropic正朝着一个前所未有的市场里程碑迈进。多名投资者预计,这家AI初创公司将于今年秋季以2万亿美元或更高估值上市,届时将超越SpaceX,成为有史以来规模最大的IPO。</p>\n<p>据英国《金融时报》报道,<strong>六名Anthropic股东向该媒体透露,公司快速增长的营收将支撑其在计划中的秋季上市中实现现有估值翻倍以上。</strong></p>\n<p><strong>投资者预计,到2026年底,这家Claude模型制造商的年化营收将达到1000亿至1200亿美元,较2026年初增长逾10倍。</strong>这一预期若实现,将为这家成立五年的公司早期投资者带来数十亿美元的账面收益。</p>\n<p>然而,这场创纪录的上市计划面临不容忽视的变数:来自竞争对手的压力持续上升,Anthropic与美国政府的关系仍处于紧张状态。</p>\n<p>据两名知情投资者透露,商务部对Anthropic旗舰模型的出口管制,导致公司6月整体营收增速出现放缓。公开市场对AI热潮的情绪亦趋于谨慎,最终定价能否支撑这一估值,仍是未知数。</p>\n<h2><strong>2万亿估值逻辑:营收高增速是核心支撑</strong></h2>\n<p>Anthropic投资者押注高估值的核心依据,在于公司营收的超常规增速。</p>\n<p>投资者预计,Anthropic的年化营收将在2026年内增长超过10倍,达到1000亿至1200亿美元。这里所采用的是该公司惯用的年化口径,即以近期实际表现推算全年销售额。</p>\n<p><strong>"如果Anthropic的年增速达到800%,你会认为在极低估值倍数下,他们至少应该以30倍营收定价,"一名投资者表示,"那意味着一家3万亿美元的公司。"</strong></p>\n<p>目前,被视为AI受益者的上市公司——如数据智能公司<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>和云服务商<a href=\"https://laohu8.com/S/NBIS\">Nebius</a>——今年的市销率约为55倍。Anthropic没有可直接对标的美股同类上市公司,但投资者据此自行建立财务模型,得出了高于上述同行的估值区间。</p>\n<p>Anthropic今年5月宣布年化营收已突破470亿美元,并于6月向美国证券交易委员会(SEC)提交了IPO申请文件,目前处于静默期,对财务表现的公开披露受到限制。</p>\n<h2><strong>超越OpenAI,但与美国政府存在摩擦</strong></h2>\n<p>Anthropic今年在竞争格局中取得了明显进展。公司在模型性能上持续领先,相继发布多款超越竞品的新模型,同时将业务重心集中于企业客户销售。</p>\n<p>风险投资机构、主权财富基金及其他机构投资者在2026年已向其注入近1000亿美元资金。今年5月,Anthropic的估值首次超越OpenAI,在计入最新融资后达到9650亿美元。</p>\n<p>支付数据公司Ramp的数据显示,Anthropic上月在美国企业客户中的市场份额有所提升。</p>\n<p>然而,挑战同样在积聚。Anthropic与特朗普政府多次产生摩擦,并仍处于针对美国国防部的诉讼程序中——后者于今年早些时候将Anthropic列为供应链风险。</p>\n<p>6月,商务部对Anthropic实施出口管制,迫使其短暂下架旗舰模型Fable 5和Mythos 5,此举令部分依赖其产品的客户感到不安。</p>\n<h2><strong>成本压力与竞争冲击定价空间</strong></h2>\n<p>定价是Anthropic商业模式面临的另一重要压力点。</p>\n<p>根据AI模型分析机构Artificial Analysis的数据,Anthropic市场领先模型的使用成本,超过OpenAI旗舰模型的两倍有余,而今年性能大幅提升的开源模型,其成本仅为前者的一小部分。</p>\n<p>企业客户已开始对最优模型的使用成本愈发敏感。Ramp分析师指出,企业正在"触及AI支出上限",并转向更便宜的替代方案。部分企业甚至已撤回此前要求员工最大化使用AI的内部指令。</p>\n<p>对此,一名同时持有OpenAI和SpaceX股份的Anthropic投资者表示:"挑战当然很容易列举,但公司在性能、市场定位以及用户所寻求的曝光方面,始终保持第一的位置。"SpaceX于今年6月以1.77万亿美元估值完成上市。</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>投资者押注估值翻倍!报道:Anthropic拟以2万亿美元估值上市,或将成为史上最大IPO</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投资者押注估值翻倍!报道:Anthropic拟以2万亿美元估值上市,或将成为史上最大IPO\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\">2026-08-13 22:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Anthropic正朝着一个前所未有的市场里程碑迈进。多名投资者预计,这家AI初创公司将于今年秋季以2万亿美元或更高估值上市,届时将超越SpaceX,成为有史以来规模最大的IPO。</p>\n<p>据英国《金融时报》报道,<strong>六名Anthropic股东向该媒体透露,公司快速增长的营收将支撑其在计划中的秋季上市中实现现有估值翻倍以上。</strong></p>\n<p><strong>投资者预计,到2026年底,这家Claude模型制造商的年化营收将达到1000亿至1200亿美元,较2026年初增长逾10倍。</strong>这一预期若实现,将为这家成立五年的公司早期投资者带来数十亿美元的账面收益。</p>\n<p>然而,这场创纪录的上市计划面临不容忽视的变数:来自竞争对手的压力持续上升,Anthropic与美国政府的关系仍处于紧张状态。</p>\n<p>据两名知情投资者透露,商务部对Anthropic旗舰模型的出口管制,导致公司6月整体营收增速出现放缓。公开市场对AI热潮的情绪亦趋于谨慎,最终定价能否支撑这一估值,仍是未知数。</p>\n<h2><strong>2万亿估值逻辑:营收高增速是核心支撑</strong></h2>\n<p>Anthropic投资者押注高估值的核心依据,在于公司营收的超常规增速。</p>\n<p>投资者预计,Anthropic的年化营收将在2026年内增长超过10倍,达到1000亿至1200亿美元。这里所采用的是该公司惯用的年化口径,即以近期实际表现推算全年销售额。</p>\n<p><strong>"如果Anthropic的年增速达到800%,你会认为在极低估值倍数下,他们至少应该以30倍营收定价,"一名投资者表示,"那意味着一家3万亿美元的公司。"</strong></p>\n<p>目前,被视为AI受益者的上市公司——如数据智能公司<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>和云服务商<a href=\"https://laohu8.com/S/NBIS\">Nebius</a>——今年的市销率约为55倍。Anthropic没有可直接对标的美股同类上市公司,但投资者据此自行建立财务模型,得出了高于上述同行的估值区间。</p>\n<p>Anthropic今年5月宣布年化营收已突破470亿美元,并于6月向美国证券交易委员会(SEC)提交了IPO申请文件,目前处于静默期,对财务表现的公开披露受到限制。</p>\n<h2><strong>超越OpenAI,但与美国政府存在摩擦</strong></h2>\n<p>Anthropic今年在竞争格局中取得了明显进展。公司在模型性能上持续领先,相继发布多款超越竞品的新模型,同时将业务重心集中于企业客户销售。</p>\n<p>风险投资机构、主权财富基金及其他机构投资者在2026年已向其注入近1000亿美元资金。今年5月,Anthropic的估值首次超越OpenAI,在计入最新融资后达到9650亿美元。</p>\n<p>支付数据公司Ramp的数据显示,Anthropic上月在美国企业客户中的市场份额有所提升。</p>\n<p>然而,挑战同样在积聚。Anthropic与特朗普政府多次产生摩擦,并仍处于针对美国国防部的诉讼程序中——后者于今年早些时候将Anthropic列为供应链风险。</p>\n<p>6月,商务部对Anthropic实施出口管制,迫使其短暂下架旗舰模型Fable 5和Mythos 5,此举令部分依赖其产品的客户感到不安。</p>\n<h2><strong>成本压力与竞争冲击定价空间</strong></h2>\n<p>定价是Anthropic商业模式面临的另一重要压力点。</p>\n<p>根据AI模型分析机构Artificial Analysis的数据,Anthropic市场领先模型的使用成本,超过OpenAI旗舰模型的两倍有余,而今年性能大幅提升的开源模型,其成本仅为前者的一小部分。</p>\n<p>企业客户已开始对最优模型的使用成本愈发敏感。Ramp分析师指出,企业正在"触及AI支出上限",并转向更便宜的替代方案。部分企业甚至已撤回此前要求员工最大化使用AI的内部指令。</p>\n<p>对此,一名同时持有OpenAI和SpaceX股份的Anthropic投资者表示:"挑战当然很容易列举,但公司在性能、市场定位以及用户所寻求的曝光方面,始终保持第一的位置。"SpaceX于今年6月以1.77万亿美元估值完成上市。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/1ccb88511ef96fb883e3f2fe148cee4b","relate_stocks":{"REDS":"RPM Republican Senate ETF","BK4127":"投资银行业与经纪业","IPOS":"Renaissance International IPO ETF","FRHC":"Euronext CAC Health Care","KCE":"SPDR KBW Capital Markets ETF"},"source_url":"https://wallstreetcn.com/articles/3779393","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2659634471","content_text":"Anthropic正朝着一个前所未有的市场里程碑迈进。多名投资者预计,这家AI初创公司将于今年秋季以2万亿美元或更高估值上市,届时将超越SpaceX,成为有史以来规模最大的IPO。\n据英国《金融时报》报道,六名Anthropic股东向该媒体透露,公司快速增长的营收将支撑其在计划中的秋季上市中实现现有估值翻倍以上。\n投资者预计,到2026年底,这家Claude模型制造商的年化营收将达到1000亿至1200亿美元,较2026年初增长逾10倍。这一预期若实现,将为这家成立五年的公司早期投资者带来数十亿美元的账面收益。\n然而,这场创纪录的上市计划面临不容忽视的变数:来自竞争对手的压力持续上升,Anthropic与美国政府的关系仍处于紧张状态。\n据两名知情投资者透露,商务部对Anthropic旗舰模型的出口管制,导致公司6月整体营收增速出现放缓。公开市场对AI热潮的情绪亦趋于谨慎,最终定价能否支撑这一估值,仍是未知数。\n2万亿估值逻辑:营收高增速是核心支撑\nAnthropic投资者押注高估值的核心依据,在于公司营收的超常规增速。\n投资者预计,Anthropic的年化营收将在2026年内增长超过10倍,达到1000亿至1200亿美元。这里所采用的是该公司惯用的年化口径,即以近期实际表现推算全年销售额。\n\"如果Anthropic的年增速达到800%,你会认为在极低估值倍数下,他们至少应该以30倍营收定价,\"一名投资者表示,\"那意味着一家3万亿美元的公司。\"\n目前,被视为AI受益者的上市公司——如数据智能公司Palantir和云服务商Nebius——今年的市销率约为55倍。Anthropic没有可直接对标的美股同类上市公司,但投资者据此自行建立财务模型,得出了高于上述同行的估值区间。\nAnthropic今年5月宣布年化营收已突破470亿美元,并于6月向美国证券交易委员会(SEC)提交了IPO申请文件,目前处于静默期,对财务表现的公开披露受到限制。\n超越OpenAI,但与美国政府存在摩擦\nAnthropic今年在竞争格局中取得了明显进展。公司在模型性能上持续领先,相继发布多款超越竞品的新模型,同时将业务重心集中于企业客户销售。\n风险投资机构、主权财富基金及其他机构投资者在2026年已向其注入近1000亿美元资金。今年5月,Anthropic的估值首次超越OpenAI,在计入最新融资后达到9650亿美元。\n支付数据公司Ramp的数据显示,Anthropic上月在美国企业客户中的市场份额有所提升。\n然而,挑战同样在积聚。Anthropic与特朗普政府多次产生摩擦,并仍处于针对美国国防部的诉讼程序中——后者于今年早些时候将Anthropic列为供应链风险。\n6月,商务部对Anthropic实施出口管制,迫使其短暂下架旗舰模型Fable 5和Mythos 5,此举令部分依赖其产品的客户感到不安。\n成本压力与竞争冲击定价空间\n定价是Anthropic商业模式面临的另一重要压力点。\n根据AI模型分析机构Artificial Analysis的数据,Anthropic市场领先模型的使用成本,超过OpenAI旗舰模型的两倍有余,而今年性能大幅提升的开源模型,其成本仅为前者的一小部分。\n企业客户已开始对最优模型的使用成本愈发敏感。Ramp分析师指出,企业正在\"触及AI支出上限\",并转向更便宜的替代方案。部分企业甚至已撤回此前要求员工最大化使用AI的内部指令。\n对此,一名同时持有OpenAI和SpaceX股份的Anthropic投资者表示:\"挑战当然很容易列举,但公司在性能、市场定位以及用户所寻求的曝光方面,始终保持第一的位置。\"SpaceX于今年6月以1.77万亿美元估值完成上市。","news_type":1,"symbols_score_info":{"IPOS":1.5,"KCE":1.5,"REDS":1.5,"FRHC":1.5}},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566952657819568,"gmtCreate":1779437450662,"gmtModify":1779437453759,"author":{"id":"4217336078083580","authorId":"4217336078083580","name":"LW89","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4217336078083580","authorIdStr":"4217336078083580"},"themes":[],"title":"","htmlText":"做空做空!跟区块链一样!都是伪技术","listText":"做空做空!跟区块链一样!都是伪技术","text":"做空做空!跟区块链一样!都是伪技术","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566952657819568","repostId":"1108186922","repostType":2,"repost":{"id":"1108186922","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":1779437060,"share":"https://www.laohunote.com/m/news/1108186922?lang=zh_CN&edition=full","pubTime":"2026-05-22 16:04","market":"us","language":"zh","title":"盘前异动 | 量子计算概念股延续涨势,Infleqtion涨超10%;绩优股集体走强!Workday涨超11%、Zoom涨近8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1108186922","media":"老虎资讯综合","summary":"5月22日,美股三大股指期货集体上涨,截止发稿,道指期货涨0.3%,纳指期货涨0.55%,标普500指数期货涨0.34%。","content":"<html><head></head><body><p style=\"text-align: left;\">5月22日,美股三大股指期货集体上涨,截止发稿,道指期货涨0.3%,纳指期货涨0.55%,标普500指数期货涨0.34%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f2e7ba0af7b8f8d3e5798deaceffeaa\" title=\"\" tg-width=\"423\" tg-height=\"195\"/></p><p style=\"text-align: left;\">量子计算概念股延续涨势,<a href=\"https://laohu8.com/S/INFQ\">Infleqtion</a>涨超10%,<a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum</a>、<a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing</a>涨超8%,GLOBALFOUNDRIES涨超5%,<a href=\"https://laohu8.com/S/QUBT\">Quantum Computing</a>涨超4%,<a href=\"https://laohu8.com/S/IBM\">IBM</a>涨超3%;此前特朗普政府豪掷20亿美元押注量子计算产业;</p><p style=\"text-align: left;\">AI云服务商<a href=\"https://laohu8.com/S/NBIS\">Nebius</a>、<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>续涨2%;此前<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>披露其H100 GPU租赁价格上涨;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/ROST\">罗斯百货</a>涨超5%,第一季度业绩超预期,并上调全年业绩指引;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/ZM\">Zoom</a>涨近8%,第一季度业绩超预期,并小幅上调了全年指引;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/TTWO\">Take-Two</a>涨超6%,第四财季业绩超预期,《GTA6》确认定档今年11月;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/WDAY\">Workday</a>涨超11%,第一季度业绩超预期,订阅营收同比增长14.3%;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/EL\">雅诗兰黛</a>涨超10%,该公司和Puig结束合并谈判,未达成协议。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前异动 | 量子计算概念股延续涨势,Infleqtion涨超10%;绩优股集体走强!Workday涨超11%、Zoom涨近8%</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盘前异动 | 量子计算概念股延续涨势,Infleqtion涨超10%;绩优股集体走强!Workday涨超11%、Zoom涨近8%\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\">2026-05-22 16:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">5月22日,美股三大股指期货集体上涨,截止发稿,道指期货涨0.3%,纳指期货涨0.55%,标普500指数期货涨0.34%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f2e7ba0af7b8f8d3e5798deaceffeaa\" title=\"\" tg-width=\"423\" tg-height=\"195\"/></p><p style=\"text-align: left;\">量子计算概念股延续涨势,<a href=\"https://laohu8.com/S/INFQ\">Infleqtion</a>涨超10%,<a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum</a>、<a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing</a>涨超8%,GLOBALFOUNDRIES涨超5%,<a href=\"https://laohu8.com/S/QUBT\">Quantum Computing</a>涨超4%,<a href=\"https://laohu8.com/S/IBM\">IBM</a>涨超3%;此前特朗普政府豪掷20亿美元押注量子计算产业;</p><p style=\"text-align: left;\">AI云服务商<a href=\"https://laohu8.com/S/NBIS\">Nebius</a>、<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>续涨2%;此前<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>披露其H100 GPU租赁价格上涨;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/ROST\">罗斯百货</a>涨超5%,第一季度业绩超预期,并上调全年业绩指引;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/ZM\">Zoom</a>涨近8%,第一季度业绩超预期,并小幅上调了全年指引;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/TTWO\">Take-Two</a>涨超6%,第四财季业绩超预期,《GTA6》确认定档今年11月;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/WDAY\">Workday</a>涨超11%,第一季度业绩超预期,订阅营收同比增长14.3%;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/EL\">雅诗兰黛</a>涨超10%,该公司和Puig结束合并谈判,未达成协议。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A(dist)","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU2517655374.HKD":"WELLINGTON NEXT GENERATION EDUCATION \"A\" (HKD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","QPUX":"Defiance 2X Daily Long Pure Quantum ETF","BK4585":"ETF&股票定投概念","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","QTUM":"Defiance Quantum ETF","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","WDAY":"Workday","LU1989763005.USD":"东方汇理教育基金A2 Acc","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4528":"SaaS概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","ZM":"Zoom","BK4613":"AI应用软件","BK4535":"淡马锡持仓","BK4505":"高瓴资本持仓","BK4532":"文艺复兴科技持仓","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","BK4588":"碎股","BK4548":"巴美列捷福持仓","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU1046421795.USD":"富达环球科技A-ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC","BK4551":"寇图资本持仓","LU2517655291.USD":"WELLINGTON NEXT GENERATION EDUCATION \"A\" (USD) ACC","BK4525":"远程办公概念","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2517655028.SGD":"WELLINGTON NEXT GENERATION EDUCATION \"A\" (SGDHDG) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4023":"应用软件","LU1989773731.SGD":"CPR Invest - Education A2 Acc SGD-H","BK4581":"高盛持仓","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108186922","content_text":"5月22日,美股三大股指期货集体上涨,截止发稿,道指期货涨0.3%,纳指期货涨0.55%,标普500指数期货涨0.34%。量子计算概念股延续涨势,Infleqtion涨超10%,D-Wave Quantum、Rigetti Computing涨超8%,GLOBALFOUNDRIES涨超5%,Quantum Computing涨超4%,IBM涨超3%;此前特朗普政府豪掷20亿美元押注量子计算产业;AI云服务商Nebius、CoreWeave续涨2%;此前英伟达披露其H100 GPU租赁价格上涨;罗斯百货涨超5%,第一季度业绩超预期,并上调全年业绩指引;Zoom涨近8%,第一季度业绩超预期,并小幅上调了全年指引;Take-Two涨超6%,第四财季业绩超预期,《GTA6》确认定档今年11月;Workday涨超11%,第一季度业绩超预期,订阅营收同比增长14.3%;雅诗兰黛涨超10%,该公司和Puig结束合并谈判,未达成协议。","news_type":1,"symbols_score_info":{"QTUM":1.5,"QPUX":1.5,"WDAY":1.5,"ZM":1.5}},"isVote":1,"tweetType":1,"viewCount":867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":547199444324368,"gmtCreate":1774617091575,"gmtModify":1774617903999,"author":{"id":"4217336078083580","authorId":"4217336078083580","name":"LW89","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4217336078083580","authorIdStr":"4217336078083580"},"themes":[],"title":"","htmlText":"特朗普不靠谱不行啦","listText":"特朗普不靠谱不行啦","text":"特朗普不靠谱不行啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547199444324368","repostId":"2622826704","repostType":2,"repost":{"id":"2622826704","kind":"news","pubTimestamp":1774614616,"share":"https://www.laohunote.com/m/news/2622826704?lang=zh_CN&edition=full","pubTime":"2026-03-27 20:30","market":"us","language":"zh","title":"停火协议曙光引燃美股“贪婪时刻”!372亿美元巨资入场,创2024年大选以来单周流入新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2622826704","media":"智通财经","summary":"$伦敦证券交易所$集团的数据显示,投资者向美国股票基金净投入了 372.4 亿美元,这是自 2024 年 11 月中旬以来最大的单周资金流入,打破了连续三周的净卖出态势。美国行业基金录得 29 亿美元的净流出,为 12 月 24 日以来最大的单周撤资规模。中短期政府及国债基金获得了 90.7 亿美元的净流入,这是至少自 2024 年 5 月以来最大的单周买入规模。","content":"<html><head></head><body><p>在截至 3 月 25 日的一周内,由于美国总统特朗普推迟了对伊朗能源基础设施的袭击并提出了一项结束战争的协议,中东局势降温的希望提振了市场情绪,美国股票基金吸引了强劲的资金流入。</p><p><a href=\"https://laohu8.com/S/LSE.UK\">伦敦证券交易所</a>集团的数据显示,投资者向美国股票基金净投入了 372.4 亿美元,这是自 2024 年 11 月中旬以来最大的单周资金流入,打破了连续三周的净卖出态势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b705e2967ea1beb23a865884e86f1204\" tg-width=\"1340\" tg-height=\"711\"/></p><p>然而,由于伊朗继续否认与美国进行任何谈判,加深了市场对这场持续近一个月的冲突能否迅速解决的怀疑,以科技股为主的纳斯达克综合指数在周四下跌了超过 2%。</p><p>投资者七周以来首次买入美国大盘股基金,净增加 450.7 亿美元。中盘股和小盘股基金则分别出现了 21.5 亿美元和 12.4 亿美元的净流出。</p><p>美国行业基金录得 29 亿美元的净流出,为 12 月 24 日以来最大的单周撤资规模。其中,投资者从科技行业净撤出 14.5 亿美元,从黄金及贵金属行业撤出 9.74 亿美元,从医疗保健行业撤出 5.07 亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30b67ac365c2b81669b0c3396611120f\" tg-width=\"1335\" tg-height=\"810\"/></p><p>美国债券基金吸引了 75.6 亿美元的净流入,较前一周增加的 120.5 亿美元减少了近三分之一。</p><p>中短期投资级基金吸引了 20.3 亿美元的净流入,为三周以来的最低水平;而通用国内应税固定收益基金则出现了 11.1 亿美元的净流出。</p><p>中短期政府及国债基金获得了 90.7 亿美元的净流入,这是至少自 2024 年 5 月以来最大的单周买入规模。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccd66689ba92fb35977b4f22153e341d\" tg-width=\"1341\" tg-height=\"846\"/></p><p>货币市场基金出现了 579.6 亿美元的净撤资,投资者结束了连续五周的净买入趋势。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>停火协议曙光引燃美股“贪婪时刻”!372亿美元巨资入场,创2024年大选以来单周流入新高</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停火协议曙光引燃美股“贪婪时刻”!372亿美元巨资入场,创2024年大选以来单周流入新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-27 20:30 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1420753.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在截至 3 月 25 日的一周内,由于美国总统特朗普推迟了对伊朗能源基础设施的袭击并提出了一项结束战争的协议,中东局势降温的希望提振了市场情绪,美国股票基金吸引了强劲的资金流入。伦敦证券交易所集团的数据显示,投资者向美国股票基金净投入了 372.4 亿美元,这是自 2024 年 11 月中旬以来最大的单周资金流入,打破了连续三周的净卖出态势。然而,由于伊朗继续否认与美国进行任何谈判,加深了市场对...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1420753.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/55eb327f580527889cf30bafa92692ae","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"http://www.zhitongcaijing.com/content/detail/1420753.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2622826704","content_text":"在截至 3 月 25 日的一周内,由于美国总统特朗普推迟了对伊朗能源基础设施的袭击并提出了一项结束战争的协议,中东局势降温的希望提振了市场情绪,美国股票基金吸引了强劲的资金流入。伦敦证券交易所集团的数据显示,投资者向美国股票基金净投入了 372.4 亿美元,这是自 2024 年 11 月中旬以来最大的单周资金流入,打破了连续三周的净卖出态势。然而,由于伊朗继续否认与美国进行任何谈判,加深了市场对这场持续近一个月的冲突能否迅速解决的怀疑,以科技股为主的纳斯达克综合指数在周四下跌了超过 2%。投资者七周以来首次买入美国大盘股基金,净增加 450.7 亿美元。中盘股和小盘股基金则分别出现了 21.5 亿美元和 12.4 亿美元的净流出。美国行业基金录得 29 亿美元的净流出,为 12 月 24 日以来最大的单周撤资规模。其中,投资者从科技行业净撤出 14.5 亿美元,从黄金及贵金属行业撤出 9.74 亿美元,从医疗保健行业撤出 5.07 亿美元。美国债券基金吸引了 75.6 亿美元的净流入,较前一周增加的 120.5 亿美元减少了近三分之一。中短期投资级基金吸引了 20.3 亿美元的净流入,为三周以来的最低水平;而通用国内应税固定收益基金则出现了 11.1 亿美元的净流出。中短期政府及国债基金获得了 90.7 亿美元的净流入,这是至少自 2024 年 5 月以来最大的单周买入规模。货币市场基金出现了 579.6 亿美元的净撤资,投资者结束了连续五周的净买入趋势。","news_type":1,"symbols_score_info":{".DJI":2,".SPX":2,".IXIC":2}},"isVote":1,"tweetType":1,"viewCount":796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529459006801416,"gmtCreate":1770283404650,"gmtModify":1770284853412,"author":{"id":"4217336078083580","authorId":"4217336078083580","name":"LW89","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4217336078083580","authorIdStr":"4217336078083580"},"themes":[],"title":"","htmlText":"完全没价值,浪费地球资源","listText":"完全没价值,浪费地球资源","text":"完全没价值,浪费地球资源","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529459006801416","repostId":"1144029811","repostType":2,"repost":{"id":"1144029811","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":1770282064,"share":"https://www.laohunote.com/m/news/1144029811?lang=zh_CN&edition=full","pubTime":"2026-02-05 17:01","market":"us","language":"zh","title":"盘前异动|半导体板块普涨!博通涨超5%,闪迪涨超3%;贵金属板块回调!科尔黛伦矿业、赫克拉矿业跌超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1144029811","media":"老虎资讯综合","summary":"2月5日,美股三大股指期货涨跌不一,截止发稿,道指期货跌0.24%,纳指期货涨0.16%,标普500指数期货涨0.01%。","content":"<html><head></head><body><p>2月5日,美股三大股指期货涨跌不一,截止发稿,道指期货跌0.24%,纳指期货涨0.16%,标普500指数期货涨0.01%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d476fa38e9c03c94ff2024ac4d0b2e8\" title=\"\" tg-width=\"408\" tg-height=\"198\"/></p><p>热门中概股普涨,<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨超4%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超3%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超2%;</p><p>半导体板块普涨,<a href=\"https://laohu8.com/S/AVGO\">博通</a>涨超5%,<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>涨超3%,<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>涨超2%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>涨近2%;</p><p>贵金属板块回调,<a href=\"https://laohu8.com/S/CDE\">科尔黛伦矿业</a>、<a href=\"https://laohu8.com/S/HL\">赫克拉矿业</a>跌超4%,<a href=\"https://laohu8.com/S/PAAS\">泛美白银</a>跌超3%,<a href=\"https://laohu8.com/S/GFI\">金田</a>、<a href=\"https://laohu8.com/S/HMY\">哈莫尼黄金</a>跌超2%;</p><p>加密货币概念股延续跌势,<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>、<a href=\"https://laohu8.com/S/HUT\">Hut 8</a>跌超3%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/BMNR\">BitMine</a>、<a href=\"https://laohu8.com/S/MARA\">MARA Holdings</a>跌超2%;</p><p><a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌近2%,第四季度云收入猛增48%,今年支出指引接近翻倍大超预期;</p><p><a href=\"https://laohu8.com/S/QCOM\">高通</a>跌超11%,第一财季营收创新高,但业绩展望平淡,迹象显示手机芯片需求不稳;</p><p><a href=\"https://laohu8.com/S/ARM\">Arm</a>跌超7%,第三财季许可收入不及预期,第四财季指引未能满足市场最高期待;</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a>涨超5%,第四季度意外录得盈利,拟回购5亿美元股票;</p><p><a href=\"https://laohu8.com/S/TENB\">Tenable</a>涨超6%,第四季度营收同比增长10.5%,超市场预期;</p><p><a href=\"https://laohu8.com/S/SYM\">Symbotic</a>涨近12%,第一财季营收同比增长29%超预期,第二财季业绩指引强劲;</p><p><a href=\"https://laohu8.com/S/ELF\">e.l.f. Beauty</a>涨超8%,第三季度业绩超shichang 预期,并上调全年营收预测;</p><p><a href=\"https://laohu8.com/S/FLNC\">Fluence Energy</a>跌近10%,第一财季亏损同比扩大,维持2026财年展望不变;</p><p><a href=\"https://laohu8.com/S/DDL\">叮咚买菜</a>涨超9%,美团拟7.17亿美元收购该公司。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前异动|半导体板块普涨!博通涨超5%,闪迪涨超3%;贵金属板块回调!科尔黛伦矿业、赫克拉矿业跌超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盘前异动|半导体板块普涨!博通涨超5%,闪迪涨超3%;贵金属板块回调!科尔黛伦矿业、赫克拉矿业跌超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\">2026-02-05 17:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月5日,美股三大股指期货涨跌不一,截止发稿,道指期货跌0.24%,纳指期货涨0.16%,标普500指数期货涨0.01%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d476fa38e9c03c94ff2024ac4d0b2e8\" title=\"\" tg-width=\"408\" tg-height=\"198\"/></p><p>热门中概股普涨,<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨超4%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超3%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超2%;</p><p>半导体板块普涨,<a href=\"https://laohu8.com/S/AVGO\">博通</a>涨超5%,<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>涨超3%,<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>涨超2%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>涨近2%;</p><p>贵金属板块回调,<a href=\"https://laohu8.com/S/CDE\">科尔黛伦矿业</a>、<a href=\"https://laohu8.com/S/HL\">赫克拉矿业</a>跌超4%,<a href=\"https://laohu8.com/S/PAAS\">泛美白银</a>跌超3%,<a href=\"https://laohu8.com/S/GFI\">金田</a>、<a href=\"https://laohu8.com/S/HMY\">哈莫尼黄金</a>跌超2%;</p><p>加密货币概念股延续跌势,<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>、<a href=\"https://laohu8.com/S/HUT\">Hut 8</a>跌超3%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/BMNR\">BitMine</a>、<a href=\"https://laohu8.com/S/MARA\">MARA Holdings</a>跌超2%;</p><p><a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌近2%,第四季度云收入猛增48%,今年支出指引接近翻倍大超预期;</p><p><a href=\"https://laohu8.com/S/QCOM\">高通</a>跌超11%,第一财季营收创新高,但业绩展望平淡,迹象显示手机芯片需求不稳;</p><p><a href=\"https://laohu8.com/S/ARM\">Arm</a>跌超7%,第三财季许可收入不及预期,第四财季指引未能满足市场最高期待;</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a>涨超5%,第四季度意外录得盈利,拟回购5亿美元股票;</p><p><a href=\"https://laohu8.com/S/TENB\">Tenable</a>涨超6%,第四季度营收同比增长10.5%,超市场预期;</p><p><a href=\"https://laohu8.com/S/SYM\">Symbotic</a>涨近12%,第一财季营收同比增长29%超预期,第二财季业绩指引强劲;</p><p><a href=\"https://laohu8.com/S/ELF\">e.l.f. Beauty</a>涨超8%,第三季度业绩超shichang 预期,并上调全年营收预测;</p><p><a href=\"https://laohu8.com/S/FLNC\">Fluence Energy</a>跌近10%,第一财季亏损同比扩大,维持2026财年展望不变;</p><p><a href=\"https://laohu8.com/S/DDL\">叮咚买菜</a>涨超9%,美团拟7.17亿美元收购该公司。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"GOOGL":"谷歌A","ARM":"ARM Holdings","QCOM":"高通"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144029811","content_text":"2月5日,美股三大股指期货涨跌不一,截止发稿,道指期货跌0.24%,纳指期货涨0.16%,标普500指数期货涨0.01%。热门中概股普涨,百度涨超4%,哔哩哔哩涨超3%,阿里巴巴、蔚来涨超2%;半导体板块普涨,博通涨超5%,闪迪涨超3%,AMD、阿斯麦涨超2%,英伟达、美光科技涨近2%;贵金属板块回调,科尔黛伦矿业、赫克拉矿业跌超4%,泛美白银跌超3%,金田、哈莫尼黄金跌超2%;加密货币概念股延续跌势,Strategy、Hut 8跌超3%,Coinbase、BitMine、MARA Holdings跌超2%;谷歌A跌近2%,第四季度云收入猛增48%,今年支出指引接近翻倍大超预期;高通跌超11%,第一财季营收创新高,但业绩展望平淡,迹象显示手机芯片需求不稳;Arm跌超7%,第三财季许可收入不及预期,第四财季指引未能满足市场最高期待;Snap涨超5%,第四季度意外录得盈利,拟回购5亿美元股票;Tenable涨超6%,第四季度营收同比增长10.5%,超市场预期;Symbotic涨近12%,第一财季营收同比增长29%超预期,第二财季业绩指引强劲;e.l.f. Beauty涨超8%,第三季度业绩超shichang 预期,并上调全年营收预测;Fluence Energy跌近10%,第一财季亏损同比扩大,维持2026财年展望不变;叮咚买菜涨超9%,美团拟7.17亿美元收购该公司。","news_type":1,"symbols_score_info":{"GOOGL":1,"QCOM":1,"ARM":1}},"isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529459163374968,"gmtCreate":1770283380543,"gmtModify":1770284822677,"author":{"id":"4217336078083580","authorId":"4217336078083580","name":"LW89","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4217336078083580","authorIdStr":"4217336078083580"},"themes":[],"title":"","htmlText":"继续做空半导体","listText":"继续做空半导体","text":"继续做空半导体","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529459163374968","repostId":"1144029811","repostType":2,"repost":{"id":"1144029811","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":1770282064,"share":"https://www.laohunote.com/m/news/1144029811?lang=zh_CN&edition=full","pubTime":"2026-02-05 17:01","market":"us","language":"zh","title":"盘前异动|半导体板块普涨!博通涨超5%,闪迪涨超3%;贵金属板块回调!科尔黛伦矿业、赫克拉矿业跌超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1144029811","media":"老虎资讯综合","summary":"2月5日,美股三大股指期货涨跌不一,截止发稿,道指期货跌0.24%,纳指期货涨0.16%,标普500指数期货涨0.01%。","content":"<html><head></head><body><p>2月5日,美股三大股指期货涨跌不一,截止发稿,道指期货跌0.24%,纳指期货涨0.16%,标普500指数期货涨0.01%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d476fa38e9c03c94ff2024ac4d0b2e8\" title=\"\" tg-width=\"408\" tg-height=\"198\"/></p><p>热门中概股普涨,<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨超4%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超3%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超2%;</p><p>半导体板块普涨,<a href=\"https://laohu8.com/S/AVGO\">博通</a>涨超5%,<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>涨超3%,<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>涨超2%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>涨近2%;</p><p>贵金属板块回调,<a href=\"https://laohu8.com/S/CDE\">科尔黛伦矿业</a>、<a href=\"https://laohu8.com/S/HL\">赫克拉矿业</a>跌超4%,<a href=\"https://laohu8.com/S/PAAS\">泛美白银</a>跌超3%,<a href=\"https://laohu8.com/S/GFI\">金田</a>、<a href=\"https://laohu8.com/S/HMY\">哈莫尼黄金</a>跌超2%;</p><p>加密货币概念股延续跌势,<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>、<a href=\"https://laohu8.com/S/HUT\">Hut 8</a>跌超3%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/BMNR\">BitMine</a>、<a href=\"https://laohu8.com/S/MARA\">MARA Holdings</a>跌超2%;</p><p><a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌近2%,第四季度云收入猛增48%,今年支出指引接近翻倍大超预期;</p><p><a href=\"https://laohu8.com/S/QCOM\">高通</a>跌超11%,第一财季营收创新高,但业绩展望平淡,迹象显示手机芯片需求不稳;</p><p><a href=\"https://laohu8.com/S/ARM\">Arm</a>跌超7%,第三财季许可收入不及预期,第四财季指引未能满足市场最高期待;</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a>涨超5%,第四季度意外录得盈利,拟回购5亿美元股票;</p><p><a href=\"https://laohu8.com/S/TENB\">Tenable</a>涨超6%,第四季度营收同比增长10.5%,超市场预期;</p><p><a href=\"https://laohu8.com/S/SYM\">Symbotic</a>涨近12%,第一财季营收同比增长29%超预期,第二财季业绩指引强劲;</p><p><a href=\"https://laohu8.com/S/ELF\">e.l.f. Beauty</a>涨超8%,第三季度业绩超shichang 预期,并上调全年营收预测;</p><p><a href=\"https://laohu8.com/S/FLNC\">Fluence Energy</a>跌近10%,第一财季亏损同比扩大,维持2026财年展望不变;</p><p><a href=\"https://laohu8.com/S/DDL\">叮咚买菜</a>涨超9%,美团拟7.17亿美元收购该公司。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前异动|半导体板块普涨!博通涨超5%,闪迪涨超3%;贵金属板块回调!科尔黛伦矿业、赫克拉矿业跌超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盘前异动|半导体板块普涨!博通涨超5%,闪迪涨超3%;贵金属板块回调!科尔黛伦矿业、赫克拉矿业跌超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\">2026-02-05 17:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月5日,美股三大股指期货涨跌不一,截止发稿,道指期货跌0.24%,纳指期货涨0.16%,标普500指数期货涨0.01%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d476fa38e9c03c94ff2024ac4d0b2e8\" title=\"\" tg-width=\"408\" tg-height=\"198\"/></p><p>热门中概股普涨,<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨超4%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超3%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超2%;</p><p>半导体板块普涨,<a href=\"https://laohu8.com/S/AVGO\">博通</a>涨超5%,<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>涨超3%,<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>涨超2%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>涨近2%;</p><p>贵金属板块回调,<a href=\"https://laohu8.com/S/CDE\">科尔黛伦矿业</a>、<a href=\"https://laohu8.com/S/HL\">赫克拉矿业</a>跌超4%,<a href=\"https://laohu8.com/S/PAAS\">泛美白银</a>跌超3%,<a href=\"https://laohu8.com/S/GFI\">金田</a>、<a href=\"https://laohu8.com/S/HMY\">哈莫尼黄金</a>跌超2%;</p><p>加密货币概念股延续跌势,<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>、<a href=\"https://laohu8.com/S/HUT\">Hut 8</a>跌超3%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/BMNR\">BitMine</a>、<a href=\"https://laohu8.com/S/MARA\">MARA Holdings</a>跌超2%;</p><p><a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌近2%,第四季度云收入猛增48%,今年支出指引接近翻倍大超预期;</p><p><a href=\"https://laohu8.com/S/QCOM\">高通</a>跌超11%,第一财季营收创新高,但业绩展望平淡,迹象显示手机芯片需求不稳;</p><p><a href=\"https://laohu8.com/S/ARM\">Arm</a>跌超7%,第三财季许可收入不及预期,第四财季指引未能满足市场最高期待;</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a>涨超5%,第四季度意外录得盈利,拟回购5亿美元股票;</p><p><a href=\"https://laohu8.com/S/TENB\">Tenable</a>涨超6%,第四季度营收同比增长10.5%,超市场预期;</p><p><a href=\"https://laohu8.com/S/SYM\">Symbotic</a>涨近12%,第一财季营收同比增长29%超预期,第二财季业绩指引强劲;</p><p><a href=\"https://laohu8.com/S/ELF\">e.l.f. Beauty</a>涨超8%,第三季度业绩超shichang 预期,并上调全年营收预测;</p><p><a href=\"https://laohu8.com/S/FLNC\">Fluence Energy</a>跌近10%,第一财季亏损同比扩大,维持2026财年展望不变;</p><p><a href=\"https://laohu8.com/S/DDL\">叮咚买菜</a>涨超9%,美团拟7.17亿美元收购该公司。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"GOOGL":"谷歌A","ARM":"ARM Holdings","QCOM":"高通"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144029811","content_text":"2月5日,美股三大股指期货涨跌不一,截止发稿,道指期货跌0.24%,纳指期货涨0.16%,标普500指数期货涨0.01%。热门中概股普涨,百度涨超4%,哔哩哔哩涨超3%,阿里巴巴、蔚来涨超2%;半导体板块普涨,博通涨超5%,闪迪涨超3%,AMD、阿斯麦涨超2%,英伟达、美光科技涨近2%;贵金属板块回调,科尔黛伦矿业、赫克拉矿业跌超4%,泛美白银跌超3%,金田、哈莫尼黄金跌超2%;加密货币概念股延续跌势,Strategy、Hut 8跌超3%,Coinbase、BitMine、MARA Holdings跌超2%;谷歌A跌近2%,第四季度云收入猛增48%,今年支出指引接近翻倍大超预期;高通跌超11%,第一财季营收创新高,但业绩展望平淡,迹象显示手机芯片需求不稳;Arm跌超7%,第三财季许可收入不及预期,第四财季指引未能满足市场最高期待;Snap涨超5%,第四季度意外录得盈利,拟回购5亿美元股票;Tenable涨超6%,第四季度营收同比增长10.5%,超市场预期;Symbotic涨近12%,第一财季营收同比增长29%超预期,第二财季业绩指引强劲;e.l.f. Beauty涨超8%,第三季度业绩超shichang 预期,并上调全年营收预测;Fluence Energy跌近10%,第一财季亏损同比扩大,维持2026财年展望不变;叮咚买菜涨超9%,美团拟7.17亿美元收购该公司。","news_type":1,"symbols_score_info":{"GOOGL":1,"QCOM":1,"ARM":1}},"isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492921734423248,"gmtCreate":1761363579267,"gmtModify":1761364119114,"author":{"id":"4217336078083580","authorId":"4217336078083580","name":"LW89","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4217336078083580","authorIdStr":"4217336078083580"},"themes":[],"title":"","htmlText":"不需要不需要不需要","listText":"不需要不需要不需要","text":"不需要不需要不需要","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492921734423248","isVote":1,"tweetType":1,"viewCount":2189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":566952657819568,"gmtCreate":1779437450662,"gmtModify":1779437453759,"author":{"id":"4217336078083580","authorId":"4217336078083580","name":"LW89","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4217336078083580","authorIdStr":"4217336078083580"},"themes":[],"title":"","htmlText":"做空做空!跟区块链一样!都是伪技术","listText":"做空做空!跟区块链一样!都是伪技术","text":"做空做空!跟区块链一样!都是伪技术","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566952657819568","repostId":"1108186922","repostType":2,"repost":{"id":"1108186922","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":1779437060,"share":"https://www.laohunote.com/m/news/1108186922?lang=zh_CN&edition=full","pubTime":"2026-05-22 16:04","market":"us","language":"zh","title":"盘前异动 | 量子计算概念股延续涨势,Infleqtion涨超10%;绩优股集体走强!Workday涨超11%、Zoom涨近8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1108186922","media":"老虎资讯综合","summary":"5月22日,美股三大股指期货集体上涨,截止发稿,道指期货涨0.3%,纳指期货涨0.55%,标普500指数期货涨0.34%。","content":"<html><head></head><body><p style=\"text-align: left;\">5月22日,美股三大股指期货集体上涨,截止发稿,道指期货涨0.3%,纳指期货涨0.55%,标普500指数期货涨0.34%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f2e7ba0af7b8f8d3e5798deaceffeaa\" title=\"\" tg-width=\"423\" tg-height=\"195\"/></p><p style=\"text-align: left;\">量子计算概念股延续涨势,<a href=\"https://laohu8.com/S/INFQ\">Infleqtion</a>涨超10%,<a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum</a>、<a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing</a>涨超8%,GLOBALFOUNDRIES涨超5%,<a href=\"https://laohu8.com/S/QUBT\">Quantum Computing</a>涨超4%,<a href=\"https://laohu8.com/S/IBM\">IBM</a>涨超3%;此前特朗普政府豪掷20亿美元押注量子计算产业;</p><p style=\"text-align: left;\">AI云服务商<a href=\"https://laohu8.com/S/NBIS\">Nebius</a>、<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>续涨2%;此前<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>披露其H100 GPU租赁价格上涨;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/ROST\">罗斯百货</a>涨超5%,第一季度业绩超预期,并上调全年业绩指引;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/ZM\">Zoom</a>涨近8%,第一季度业绩超预期,并小幅上调了全年指引;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/TTWO\">Take-Two</a>涨超6%,第四财季业绩超预期,《GTA6》确认定档今年11月;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/WDAY\">Workday</a>涨超11%,第一季度业绩超预期,订阅营收同比增长14.3%;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/EL\">雅诗兰黛</a>涨超10%,该公司和Puig结束合并谈判,未达成协议。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前异动 | 量子计算概念股延续涨势,Infleqtion涨超10%;绩优股集体走强!Workday涨超11%、Zoom涨近8%</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盘前异动 | 量子计算概念股延续涨势,Infleqtion涨超10%;绩优股集体走强!Workday涨超11%、Zoom涨近8%\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\">2026-05-22 16:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">5月22日,美股三大股指期货集体上涨,截止发稿,道指期货涨0.3%,纳指期货涨0.55%,标普500指数期货涨0.34%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f2e7ba0af7b8f8d3e5798deaceffeaa\" title=\"\" tg-width=\"423\" tg-height=\"195\"/></p><p style=\"text-align: left;\">量子计算概念股延续涨势,<a href=\"https://laohu8.com/S/INFQ\">Infleqtion</a>涨超10%,<a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum</a>、<a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing</a>涨超8%,GLOBALFOUNDRIES涨超5%,<a href=\"https://laohu8.com/S/QUBT\">Quantum Computing</a>涨超4%,<a href=\"https://laohu8.com/S/IBM\">IBM</a>涨超3%;此前特朗普政府豪掷20亿美元押注量子计算产业;</p><p style=\"text-align: left;\">AI云服务商<a href=\"https://laohu8.com/S/NBIS\">Nebius</a>、<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>续涨2%;此前<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>披露其H100 GPU租赁价格上涨;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/ROST\">罗斯百货</a>涨超5%,第一季度业绩超预期,并上调全年业绩指引;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/ZM\">Zoom</a>涨近8%,第一季度业绩超预期,并小幅上调了全年指引;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/TTWO\">Take-Two</a>涨超6%,第四财季业绩超预期,《GTA6》确认定档今年11月;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/WDAY\">Workday</a>涨超11%,第一季度业绩超预期,订阅营收同比增长14.3%;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/EL\">雅诗兰黛</a>涨超10%,该公司和Puig结束合并谈判,未达成协议。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A(dist)","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU2517655374.HKD":"WELLINGTON NEXT GENERATION EDUCATION \"A\" (HKD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","QPUX":"Defiance 2X Daily Long Pure Quantum ETF","BK4585":"ETF&股票定投概念","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","QTUM":"Defiance Quantum ETF","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","WDAY":"Workday","LU1989763005.USD":"东方汇理教育基金A2 Acc","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4528":"SaaS概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","ZM":"Zoom","BK4613":"AI应用软件","BK4535":"淡马锡持仓","BK4505":"高瓴资本持仓","BK4532":"文艺复兴科技持仓","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","BK4588":"碎股","BK4548":"巴美列捷福持仓","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU1046421795.USD":"富达环球科技A-ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC","BK4551":"寇图资本持仓","LU2517655291.USD":"WELLINGTON NEXT GENERATION EDUCATION \"A\" (USD) ACC","BK4525":"远程办公概念","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2517655028.SGD":"WELLINGTON NEXT GENERATION EDUCATION \"A\" (SGDHDG) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4023":"应用软件","LU1989773731.SGD":"CPR Invest - Education A2 Acc SGD-H","BK4581":"高盛持仓","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108186922","content_text":"5月22日,美股三大股指期货集体上涨,截止发稿,道指期货涨0.3%,纳指期货涨0.55%,标普500指数期货涨0.34%。量子计算概念股延续涨势,Infleqtion涨超10%,D-Wave Quantum、Rigetti Computing涨超8%,GLOBALFOUNDRIES涨超5%,Quantum Computing涨超4%,IBM涨超3%;此前特朗普政府豪掷20亿美元押注量子计算产业;AI云服务商Nebius、CoreWeave续涨2%;此前英伟达披露其H100 GPU租赁价格上涨;罗斯百货涨超5%,第一季度业绩超预期,并上调全年业绩指引;Zoom涨近8%,第一季度业绩超预期,并小幅上调了全年指引;Take-Two涨超6%,第四财季业绩超预期,《GTA6》确认定档今年11月;Workday涨超11%,第一季度业绩超预期,订阅营收同比增长14.3%;雅诗兰黛涨超10%,该公司和Puig结束合并谈判,未达成协议。","news_type":1,"symbols_score_info":{"QTUM":1.5,"QPUX":1.5,"WDAY":1.5,"ZM":1.5}},"isVote":1,"tweetType":1,"viewCount":867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":547199444324368,"gmtCreate":1774617091575,"gmtModify":1774617903999,"author":{"id":"4217336078083580","authorId":"4217336078083580","name":"LW89","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4217336078083580","authorIdStr":"4217336078083580"},"themes":[],"title":"","htmlText":"特朗普不靠谱不行啦","listText":"特朗普不靠谱不行啦","text":"特朗普不靠谱不行啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547199444324368","repostId":"2622826704","repostType":2,"repost":{"id":"2622826704","kind":"news","pubTimestamp":1774614616,"share":"https://www.laohunote.com/m/news/2622826704?lang=zh_CN&edition=full","pubTime":"2026-03-27 20:30","market":"us","language":"zh","title":"停火协议曙光引燃美股“贪婪时刻”!372亿美元巨资入场,创2024年大选以来单周流入新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2622826704","media":"智通财经","summary":"$伦敦证券交易所$集团的数据显示,投资者向美国股票基金净投入了 372.4 亿美元,这是自 2024 年 11 月中旬以来最大的单周资金流入,打破了连续三周的净卖出态势。美国行业基金录得 29 亿美元的净流出,为 12 月 24 日以来最大的单周撤资规模。中短期政府及国债基金获得了 90.7 亿美元的净流入,这是至少自 2024 年 5 月以来最大的单周买入规模。","content":"<html><head></head><body><p>在截至 3 月 25 日的一周内,由于美国总统特朗普推迟了对伊朗能源基础设施的袭击并提出了一项结束战争的协议,中东局势降温的希望提振了市场情绪,美国股票基金吸引了强劲的资金流入。</p><p><a href=\"https://laohu8.com/S/LSE.UK\">伦敦证券交易所</a>集团的数据显示,投资者向美国股票基金净投入了 372.4 亿美元,这是自 2024 年 11 月中旬以来最大的单周资金流入,打破了连续三周的净卖出态势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b705e2967ea1beb23a865884e86f1204\" tg-width=\"1340\" tg-height=\"711\"/></p><p>然而,由于伊朗继续否认与美国进行任何谈判,加深了市场对这场持续近一个月的冲突能否迅速解决的怀疑,以科技股为主的纳斯达克综合指数在周四下跌了超过 2%。</p><p>投资者七周以来首次买入美国大盘股基金,净增加 450.7 亿美元。中盘股和小盘股基金则分别出现了 21.5 亿美元和 12.4 亿美元的净流出。</p><p>美国行业基金录得 29 亿美元的净流出,为 12 月 24 日以来最大的单周撤资规模。其中,投资者从科技行业净撤出 14.5 亿美元,从黄金及贵金属行业撤出 9.74 亿美元,从医疗保健行业撤出 5.07 亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30b67ac365c2b81669b0c3396611120f\" tg-width=\"1335\" tg-height=\"810\"/></p><p>美国债券基金吸引了 75.6 亿美元的净流入,较前一周增加的 120.5 亿美元减少了近三分之一。</p><p>中短期投资级基金吸引了 20.3 亿美元的净流入,为三周以来的最低水平;而通用国内应税固定收益基金则出现了 11.1 亿美元的净流出。</p><p>中短期政府及国债基金获得了 90.7 亿美元的净流入,这是至少自 2024 年 5 月以来最大的单周买入规模。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccd66689ba92fb35977b4f22153e341d\" tg-width=\"1341\" tg-height=\"846\"/></p><p>货币市场基金出现了 579.6 亿美元的净撤资,投资者结束了连续五周的净买入趋势。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>停火协议曙光引燃美股“贪婪时刻”!372亿美元巨资入场,创2024年大选以来单周流入新高</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停火协议曙光引燃美股“贪婪时刻”!372亿美元巨资入场,创2024年大选以来单周流入新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-27 20:30 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1420753.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在截至 3 月 25 日的一周内,由于美国总统特朗普推迟了对伊朗能源基础设施的袭击并提出了一项结束战争的协议,中东局势降温的希望提振了市场情绪,美国股票基金吸引了强劲的资金流入。伦敦证券交易所集团的数据显示,投资者向美国股票基金净投入了 372.4 亿美元,这是自 2024 年 11 月中旬以来最大的单周资金流入,打破了连续三周的净卖出态势。然而,由于伊朗继续否认与美国进行任何谈判,加深了市场对...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1420753.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/55eb327f580527889cf30bafa92692ae","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"http://www.zhitongcaijing.com/content/detail/1420753.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2622826704","content_text":"在截至 3 月 25 日的一周内,由于美国总统特朗普推迟了对伊朗能源基础设施的袭击并提出了一项结束战争的协议,中东局势降温的希望提振了市场情绪,美国股票基金吸引了强劲的资金流入。伦敦证券交易所集团的数据显示,投资者向美国股票基金净投入了 372.4 亿美元,这是自 2024 年 11 月中旬以来最大的单周资金流入,打破了连续三周的净卖出态势。然而,由于伊朗继续否认与美国进行任何谈判,加深了市场对这场持续近一个月的冲突能否迅速解决的怀疑,以科技股为主的纳斯达克综合指数在周四下跌了超过 2%。投资者七周以来首次买入美国大盘股基金,净增加 450.7 亿美元。中盘股和小盘股基金则分别出现了 21.5 亿美元和 12.4 亿美元的净流出。美国行业基金录得 29 亿美元的净流出,为 12 月 24 日以来最大的单周撤资规模。其中,投资者从科技行业净撤出 14.5 亿美元,从黄金及贵金属行业撤出 9.74 亿美元,从医疗保健行业撤出 5.07 亿美元。美国债券基金吸引了 75.6 亿美元的净流入,较前一周增加的 120.5 亿美元减少了近三分之一。中短期投资级基金吸引了 20.3 亿美元的净流入,为三周以来的最低水平;而通用国内应税固定收益基金则出现了 11.1 亿美元的净流出。中短期政府及国债基金获得了 90.7 亿美元的净流入,这是至少自 2024 年 5 月以来最大的单周买入规模。货币市场基金出现了 579.6 亿美元的净撤资,投资者结束了连续五周的净买入趋势。","news_type":1,"symbols_score_info":{".DJI":2,".SPX":2,".IXIC":2}},"isVote":1,"tweetType":1,"viewCount":796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529459006801416,"gmtCreate":1770283404650,"gmtModify":1770284853412,"author":{"id":"4217336078083580","authorId":"4217336078083580","name":"LW89","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4217336078083580","authorIdStr":"4217336078083580"},"themes":[],"title":"","htmlText":"完全没价值,浪费地球资源","listText":"完全没价值,浪费地球资源","text":"完全没价值,浪费地球资源","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529459006801416","repostId":"1144029811","repostType":2,"repost":{"id":"1144029811","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":1770282064,"share":"https://www.laohunote.com/m/news/1144029811?lang=zh_CN&edition=full","pubTime":"2026-02-05 17:01","market":"us","language":"zh","title":"盘前异动|半导体板块普涨!博通涨超5%,闪迪涨超3%;贵金属板块回调!科尔黛伦矿业、赫克拉矿业跌超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1144029811","media":"老虎资讯综合","summary":"2月5日,美股三大股指期货涨跌不一,截止发稿,道指期货跌0.24%,纳指期货涨0.16%,标普500指数期货涨0.01%。","content":"<html><head></head><body><p>2月5日,美股三大股指期货涨跌不一,截止发稿,道指期货跌0.24%,纳指期货涨0.16%,标普500指数期货涨0.01%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d476fa38e9c03c94ff2024ac4d0b2e8\" title=\"\" tg-width=\"408\" tg-height=\"198\"/></p><p>热门中概股普涨,<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨超4%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超3%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超2%;</p><p>半导体板块普涨,<a href=\"https://laohu8.com/S/AVGO\">博通</a>涨超5%,<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>涨超3%,<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>涨超2%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>涨近2%;</p><p>贵金属板块回调,<a href=\"https://laohu8.com/S/CDE\">科尔黛伦矿业</a>、<a href=\"https://laohu8.com/S/HL\">赫克拉矿业</a>跌超4%,<a href=\"https://laohu8.com/S/PAAS\">泛美白银</a>跌超3%,<a href=\"https://laohu8.com/S/GFI\">金田</a>、<a href=\"https://laohu8.com/S/HMY\">哈莫尼黄金</a>跌超2%;</p><p>加密货币概念股延续跌势,<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>、<a href=\"https://laohu8.com/S/HUT\">Hut 8</a>跌超3%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/BMNR\">BitMine</a>、<a href=\"https://laohu8.com/S/MARA\">MARA Holdings</a>跌超2%;</p><p><a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌近2%,第四季度云收入猛增48%,今年支出指引接近翻倍大超预期;</p><p><a href=\"https://laohu8.com/S/QCOM\">高通</a>跌超11%,第一财季营收创新高,但业绩展望平淡,迹象显示手机芯片需求不稳;</p><p><a href=\"https://laohu8.com/S/ARM\">Arm</a>跌超7%,第三财季许可收入不及预期,第四财季指引未能满足市场最高期待;</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a>涨超5%,第四季度意外录得盈利,拟回购5亿美元股票;</p><p><a href=\"https://laohu8.com/S/TENB\">Tenable</a>涨超6%,第四季度营收同比增长10.5%,超市场预期;</p><p><a href=\"https://laohu8.com/S/SYM\">Symbotic</a>涨近12%,第一财季营收同比增长29%超预期,第二财季业绩指引强劲;</p><p><a href=\"https://laohu8.com/S/ELF\">e.l.f. Beauty</a>涨超8%,第三季度业绩超shichang 预期,并上调全年营收预测;</p><p><a href=\"https://laohu8.com/S/FLNC\">Fluence Energy</a>跌近10%,第一财季亏损同比扩大,维持2026财年展望不变;</p><p><a href=\"https://laohu8.com/S/DDL\">叮咚买菜</a>涨超9%,美团拟7.17亿美元收购该公司。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前异动|半导体板块普涨!博通涨超5%,闪迪涨超3%;贵金属板块回调!科尔黛伦矿业、赫克拉矿业跌超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盘前异动|半导体板块普涨!博通涨超5%,闪迪涨超3%;贵金属板块回调!科尔黛伦矿业、赫克拉矿业跌超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\">2026-02-05 17:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月5日,美股三大股指期货涨跌不一,截止发稿,道指期货跌0.24%,纳指期货涨0.16%,标普500指数期货涨0.01%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d476fa38e9c03c94ff2024ac4d0b2e8\" title=\"\" tg-width=\"408\" tg-height=\"198\"/></p><p>热门中概股普涨,<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨超4%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超3%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超2%;</p><p>半导体板块普涨,<a href=\"https://laohu8.com/S/AVGO\">博通</a>涨超5%,<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>涨超3%,<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>涨超2%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>涨近2%;</p><p>贵金属板块回调,<a href=\"https://laohu8.com/S/CDE\">科尔黛伦矿业</a>、<a href=\"https://laohu8.com/S/HL\">赫克拉矿业</a>跌超4%,<a href=\"https://laohu8.com/S/PAAS\">泛美白银</a>跌超3%,<a href=\"https://laohu8.com/S/GFI\">金田</a>、<a href=\"https://laohu8.com/S/HMY\">哈莫尼黄金</a>跌超2%;</p><p>加密货币概念股延续跌势,<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>、<a href=\"https://laohu8.com/S/HUT\">Hut 8</a>跌超3%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/BMNR\">BitMine</a>、<a href=\"https://laohu8.com/S/MARA\">MARA Holdings</a>跌超2%;</p><p><a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌近2%,第四季度云收入猛增48%,今年支出指引接近翻倍大超预期;</p><p><a href=\"https://laohu8.com/S/QCOM\">高通</a>跌超11%,第一财季营收创新高,但业绩展望平淡,迹象显示手机芯片需求不稳;</p><p><a href=\"https://laohu8.com/S/ARM\">Arm</a>跌超7%,第三财季许可收入不及预期,第四财季指引未能满足市场最高期待;</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a>涨超5%,第四季度意外录得盈利,拟回购5亿美元股票;</p><p><a href=\"https://laohu8.com/S/TENB\">Tenable</a>涨超6%,第四季度营收同比增长10.5%,超市场预期;</p><p><a href=\"https://laohu8.com/S/SYM\">Symbotic</a>涨近12%,第一财季营收同比增长29%超预期,第二财季业绩指引强劲;</p><p><a href=\"https://laohu8.com/S/ELF\">e.l.f. Beauty</a>涨超8%,第三季度业绩超shichang 预期,并上调全年营收预测;</p><p><a href=\"https://laohu8.com/S/FLNC\">Fluence Energy</a>跌近10%,第一财季亏损同比扩大,维持2026财年展望不变;</p><p><a href=\"https://laohu8.com/S/DDL\">叮咚买菜</a>涨超9%,美团拟7.17亿美元收购该公司。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"GOOGL":"谷歌A","ARM":"ARM Holdings","QCOM":"高通"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144029811","content_text":"2月5日,美股三大股指期货涨跌不一,截止发稿,道指期货跌0.24%,纳指期货涨0.16%,标普500指数期货涨0.01%。热门中概股普涨,百度涨超4%,哔哩哔哩涨超3%,阿里巴巴、蔚来涨超2%;半导体板块普涨,博通涨超5%,闪迪涨超3%,AMD、阿斯麦涨超2%,英伟达、美光科技涨近2%;贵金属板块回调,科尔黛伦矿业、赫克拉矿业跌超4%,泛美白银跌超3%,金田、哈莫尼黄金跌超2%;加密货币概念股延续跌势,Strategy、Hut 8跌超3%,Coinbase、BitMine、MARA Holdings跌超2%;谷歌A跌近2%,第四季度云收入猛增48%,今年支出指引接近翻倍大超预期;高通跌超11%,第一财季营收创新高,但业绩展望平淡,迹象显示手机芯片需求不稳;Arm跌超7%,第三财季许可收入不及预期,第四财季指引未能满足市场最高期待;Snap涨超5%,第四季度意外录得盈利,拟回购5亿美元股票;Tenable涨超6%,第四季度营收同比增长10.5%,超市场预期;Symbotic涨近12%,第一财季营收同比增长29%超预期,第二财季业绩指引强劲;e.l.f. Beauty涨超8%,第三季度业绩超shichang 预期,并上调全年营收预测;Fluence Energy跌近10%,第一财季亏损同比扩大,维持2026财年展望不变;叮咚买菜涨超9%,美团拟7.17亿美元收购该公司。","news_type":1,"symbols_score_info":{"GOOGL":1,"QCOM":1,"ARM":1}},"isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529459163374968,"gmtCreate":1770283380543,"gmtModify":1770284822677,"author":{"id":"4217336078083580","authorId":"4217336078083580","name":"LW89","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4217336078083580","authorIdStr":"4217336078083580"},"themes":[],"title":"","htmlText":"继续做空半导体","listText":"继续做空半导体","text":"继续做空半导体","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529459163374968","repostId":"1144029811","repostType":2,"repost":{"id":"1144029811","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":1770282064,"share":"https://www.laohunote.com/m/news/1144029811?lang=zh_CN&edition=full","pubTime":"2026-02-05 17:01","market":"us","language":"zh","title":"盘前异动|半导体板块普涨!博通涨超5%,闪迪涨超3%;贵金属板块回调!科尔黛伦矿业、赫克拉矿业跌超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1144029811","media":"老虎资讯综合","summary":"2月5日,美股三大股指期货涨跌不一,截止发稿,道指期货跌0.24%,纳指期货涨0.16%,标普500指数期货涨0.01%。","content":"<html><head></head><body><p>2月5日,美股三大股指期货涨跌不一,截止发稿,道指期货跌0.24%,纳指期货涨0.16%,标普500指数期货涨0.01%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d476fa38e9c03c94ff2024ac4d0b2e8\" title=\"\" tg-width=\"408\" tg-height=\"198\"/></p><p>热门中概股普涨,<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨超4%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超3%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超2%;</p><p>半导体板块普涨,<a href=\"https://laohu8.com/S/AVGO\">博通</a>涨超5%,<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>涨超3%,<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>涨超2%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>涨近2%;</p><p>贵金属板块回调,<a href=\"https://laohu8.com/S/CDE\">科尔黛伦矿业</a>、<a href=\"https://laohu8.com/S/HL\">赫克拉矿业</a>跌超4%,<a href=\"https://laohu8.com/S/PAAS\">泛美白银</a>跌超3%,<a href=\"https://laohu8.com/S/GFI\">金田</a>、<a href=\"https://laohu8.com/S/HMY\">哈莫尼黄金</a>跌超2%;</p><p>加密货币概念股延续跌势,<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>、<a href=\"https://laohu8.com/S/HUT\">Hut 8</a>跌超3%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/BMNR\">BitMine</a>、<a href=\"https://laohu8.com/S/MARA\">MARA Holdings</a>跌超2%;</p><p><a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌近2%,第四季度云收入猛增48%,今年支出指引接近翻倍大超预期;</p><p><a href=\"https://laohu8.com/S/QCOM\">高通</a>跌超11%,第一财季营收创新高,但业绩展望平淡,迹象显示手机芯片需求不稳;</p><p><a href=\"https://laohu8.com/S/ARM\">Arm</a>跌超7%,第三财季许可收入不及预期,第四财季指引未能满足市场最高期待;</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a>涨超5%,第四季度意外录得盈利,拟回购5亿美元股票;</p><p><a href=\"https://laohu8.com/S/TENB\">Tenable</a>涨超6%,第四季度营收同比增长10.5%,超市场预期;</p><p><a href=\"https://laohu8.com/S/SYM\">Symbotic</a>涨近12%,第一财季营收同比增长29%超预期,第二财季业绩指引强劲;</p><p><a href=\"https://laohu8.com/S/ELF\">e.l.f. Beauty</a>涨超8%,第三季度业绩超shichang 预期,并上调全年营收预测;</p><p><a href=\"https://laohu8.com/S/FLNC\">Fluence Energy</a>跌近10%,第一财季亏损同比扩大,维持2026财年展望不变;</p><p><a href=\"https://laohu8.com/S/DDL\">叮咚买菜</a>涨超9%,美团拟7.17亿美元收购该公司。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前异动|半导体板块普涨!博通涨超5%,闪迪涨超3%;贵金属板块回调!科尔黛伦矿业、赫克拉矿业跌超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盘前异动|半导体板块普涨!博通涨超5%,闪迪涨超3%;贵金属板块回调!科尔黛伦矿业、赫克拉矿业跌超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\">2026-02-05 17:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月5日,美股三大股指期货涨跌不一,截止发稿,道指期货跌0.24%,纳指期货涨0.16%,标普500指数期货涨0.01%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d476fa38e9c03c94ff2024ac4d0b2e8\" title=\"\" tg-width=\"408\" tg-height=\"198\"/></p><p>热门中概股普涨,<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨超4%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超3%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超2%;</p><p>半导体板块普涨,<a href=\"https://laohu8.com/S/AVGO\">博通</a>涨超5%,<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>涨超3%,<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>涨超2%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>涨近2%;</p><p>贵金属板块回调,<a href=\"https://laohu8.com/S/CDE\">科尔黛伦矿业</a>、<a href=\"https://laohu8.com/S/HL\">赫克拉矿业</a>跌超4%,<a href=\"https://laohu8.com/S/PAAS\">泛美白银</a>跌超3%,<a href=\"https://laohu8.com/S/GFI\">金田</a>、<a href=\"https://laohu8.com/S/HMY\">哈莫尼黄金</a>跌超2%;</p><p>加密货币概念股延续跌势,<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>、<a href=\"https://laohu8.com/S/HUT\">Hut 8</a>跌超3%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/BMNR\">BitMine</a>、<a href=\"https://laohu8.com/S/MARA\">MARA Holdings</a>跌超2%;</p><p><a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌近2%,第四季度云收入猛增48%,今年支出指引接近翻倍大超预期;</p><p><a href=\"https://laohu8.com/S/QCOM\">高通</a>跌超11%,第一财季营收创新高,但业绩展望平淡,迹象显示手机芯片需求不稳;</p><p><a href=\"https://laohu8.com/S/ARM\">Arm</a>跌超7%,第三财季许可收入不及预期,第四财季指引未能满足市场最高期待;</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a>涨超5%,第四季度意外录得盈利,拟回购5亿美元股票;</p><p><a href=\"https://laohu8.com/S/TENB\">Tenable</a>涨超6%,第四季度营收同比增长10.5%,超市场预期;</p><p><a href=\"https://laohu8.com/S/SYM\">Symbotic</a>涨近12%,第一财季营收同比增长29%超预期,第二财季业绩指引强劲;</p><p><a href=\"https://laohu8.com/S/ELF\">e.l.f. Beauty</a>涨超8%,第三季度业绩超shichang 预期,并上调全年营收预测;</p><p><a href=\"https://laohu8.com/S/FLNC\">Fluence Energy</a>跌近10%,第一财季亏损同比扩大,维持2026财年展望不变;</p><p><a href=\"https://laohu8.com/S/DDL\">叮咚买菜</a>涨超9%,美团拟7.17亿美元收购该公司。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"GOOGL":"谷歌A","ARM":"ARM Holdings","QCOM":"高通"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144029811","content_text":"2月5日,美股三大股指期货涨跌不一,截止发稿,道指期货跌0.24%,纳指期货涨0.16%,标普500指数期货涨0.01%。热门中概股普涨,百度涨超4%,哔哩哔哩涨超3%,阿里巴巴、蔚来涨超2%;半导体板块普涨,博通涨超5%,闪迪涨超3%,AMD、阿斯麦涨超2%,英伟达、美光科技涨近2%;贵金属板块回调,科尔黛伦矿业、赫克拉矿业跌超4%,泛美白银跌超3%,金田、哈莫尼黄金跌超2%;加密货币概念股延续跌势,Strategy、Hut 8跌超3%,Coinbase、BitMine、MARA Holdings跌超2%;谷歌A跌近2%,第四季度云收入猛增48%,今年支出指引接近翻倍大超预期;高通跌超11%,第一财季营收创新高,但业绩展望平淡,迹象显示手机芯片需求不稳;Arm跌超7%,第三财季许可收入不及预期,第四财季指引未能满足市场最高期待;Snap涨超5%,第四季度意外录得盈利,拟回购5亿美元股票;Tenable涨超6%,第四季度营收同比增长10.5%,超市场预期;Symbotic涨近12%,第一财季营收同比增长29%超预期,第二财季业绩指引强劲;e.l.f. Beauty涨超8%,第三季度业绩超shichang 预期,并上调全年营收预测;Fluence Energy跌近10%,第一财季亏损同比扩大,维持2026财年展望不变;叮咚买菜涨超9%,美团拟7.17亿美元收购该公司。","news_type":1,"symbols_score_info":{"GOOGL":1,"QCOM":1,"ARM":1}},"isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492921734423248,"gmtCreate":1761363579267,"gmtModify":1761364119114,"author":{"id":"4217336078083580","authorId":"4217336078083580","name":"LW89","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4217336078083580","authorIdStr":"4217336078083580"},"themes":[],"title":"","htmlText":"不需要不需要不需要","listText":"不需要不需要不需要","text":"不需要不需要不需要","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492921734423248","isVote":1,"tweetType":1,"viewCount":2189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596579046134584,"gmtCreate":1786667336070,"gmtModify":1786671095031,"author":{"id":"4217336078083580","authorId":"4217336078083580","name":"LW89","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4217336078083580","authorIdStr":"4217336078083580"},"themes":[],"title":"","htmlText":"垃圾新闻信誉危机","listText":"垃圾新闻信誉危机","text":"垃圾新闻信誉危机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596579046134584","repostId":"1100434100","repostType":2,"repost":{"id":"1100434100","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":1786628846,"share":"https://www.laohunote.com/m/news/1100434100?lang=zh_CN&edition=full","pubTime":"2026-08-13 21:47","market":"us","language":"zh","title":"美股异动|存储股、部分光通信股股价上扬,西部数据、闪迪、SK海力士、Credo、MaxLinear升3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1100434100","media":"老虎资讯综合","summary":"存储股、部分光通信股股价上扬,西部数据、闪迪、 $SK海力士(SKHY)$、 $Credo Technology Group Holding Ltd(CRDO)$、 $MaxLinear(MXL)$升 3%。","content":"<html><head></head><body><p style=\"text-align: left;\">存储股、部分光通信股股价上扬,西部数据、闪迪、 <a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>、 <a href=\"https://laohu8.com/S/CRDO\">Credo Technology Group Holding Ltd</a>、 <a href=\"https://laohu8.com/S/MXL\">MaxLinear</a>升 3%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d8b1352464ea5b2288542a2c5f2bd4e5\" data-align=\"center\" tg-width=\"1090\" tg-height=\"340\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/917a377f9f45d491d93deac0c5dc6267\" data-align=\"center\" tg-width=\"1078\" tg-height=\"554\"/><span></span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股异动|存储股、部分光通信股股价上扬,西部数据、闪迪、SK海力士、Credo、MaxLinear升3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股异动|存储股、部分光通信股股价上扬,西部数据、闪迪、SK海力士、Credo、MaxLinear升3%\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\">2026-08-13 21:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">存储股、部分光通信股股价上扬,西部数据、闪迪、 <a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>、 <a href=\"https://laohu8.com/S/CRDO\">Credo Technology Group Holding Ltd</a>、 <a href=\"https://laohu8.com/S/MXL\">MaxLinear</a>升 3%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d8b1352464ea5b2288542a2c5f2bd4e5\" data-align=\"center\" tg-width=\"1090\" tg-height=\"340\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/917a377f9f45d491d93deac0c5dc6267\" data-align=\"center\" tg-width=\"1078\" tg-height=\"554\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3fd9b4b7cbec67c68f3fbf44b021799e","relate_stocks":{"MXLL":"Leverage Shares 2X Long MXL Daily ETF","SKHY":"SK海力士","SK":"2倍做多海力士ETF-Corgi","SKHZ":"1倍做空海力士ETF-Leverage Shares","SKHA":"Tradr 2X Long SK hynix Daily ETF","SKHU":"2倍做多海力士-ProShares","SKUU":"2倍做多海力士ETF-GraniteShares","CRDO":"Credo Technology Group Holding Ltd","SKDD":"2倍做空海力士ETF-GraniteShares","HYNX":"2倍做多海力士ETF-T-REX","07709":"南方两倍做多海力士","CRDU":"Tradr 2X Long CRDO Daily ETF","SKHX":"2倍做多海力士ETF-Leverage Shares","MXL":"MaxLinear"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100434100","content_text":"存储股、部分光通信股股价上扬,西部数据、闪迪、 SK海力士、 Credo Technology Group Holding Ltd、 MaxLinear升 3%。","news_type":1,"symbols_score_info":{"SKHX":0.6,"MXLL":0.6,"SKDD":0.6,"SKHY":2,"CRDU":0.6,"07709":0.6,"SKHU":0.6,"SK":0.6,"SKHA":0.6,"SKHZ":0.6,"SKUU":0.6,"MXL":2,"CRDO":2,"HYNX":0.6}},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596577488622512,"gmtCreate":1786666963120,"gmtModify":1786667267576,"author":{"id":"4217336078083580","authorId":"4217336078083580","name":"LW89","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4217336078083580","authorIdStr":"4217336078083580"},"themes":[],"title":"","htmlText":"垃圾新闻","listText":"垃圾新闻","text":"垃圾新闻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596577488622512","repostId":"2659634471","repostType":2,"repost":{"id":"2659634471","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":1786633190,"share":"https://www.laohunote.com/m/news/2659634471?lang=zh_CN&edition=full","pubTime":"2026-08-13 22:59","market":"us","language":"zh","title":"投资者押注估值翻倍!报道:Anthropic拟以2万亿美元估值上市,或将成为史上最大IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=2659634471","media":"华尔街见闻","summary":"据媒体报道,六名股东透露,Anthropic快速增长的营收将支撑其在计划的秋季上市中实现现有估值翻倍以上,预计到2026年底,年化营收将达到1000亿至1200亿美元。","content":"<html><head></head><body><p>Anthropic正朝着一个前所未有的市场里程碑迈进。多名投资者预计,这家AI初创公司将于今年秋季以2万亿美元或更高估值上市,届时将超越SpaceX,成为有史以来规模最大的IPO。</p>\n<p>据英国《金融时报》报道,<strong>六名Anthropic股东向该媒体透露,公司快速增长的营收将支撑其在计划中的秋季上市中实现现有估值翻倍以上。</strong></p>\n<p><strong>投资者预计,到2026年底,这家Claude模型制造商的年化营收将达到1000亿至1200亿美元,较2026年初增长逾10倍。</strong>这一预期若实现,将为这家成立五年的公司早期投资者带来数十亿美元的账面收益。</p>\n<p>然而,这场创纪录的上市计划面临不容忽视的变数:来自竞争对手的压力持续上升,Anthropic与美国政府的关系仍处于紧张状态。</p>\n<p>据两名知情投资者透露,商务部对Anthropic旗舰模型的出口管制,导致公司6月整体营收增速出现放缓。公开市场对AI热潮的情绪亦趋于谨慎,最终定价能否支撑这一估值,仍是未知数。</p>\n<h2><strong>2万亿估值逻辑:营收高增速是核心支撑</strong></h2>\n<p>Anthropic投资者押注高估值的核心依据,在于公司营收的超常规增速。</p>\n<p>投资者预计,Anthropic的年化营收将在2026年内增长超过10倍,达到1000亿至1200亿美元。这里所采用的是该公司惯用的年化口径,即以近期实际表现推算全年销售额。</p>\n<p><strong>"如果Anthropic的年增速达到800%,你会认为在极低估值倍数下,他们至少应该以30倍营收定价,"一名投资者表示,"那意味着一家3万亿美元的公司。"</strong></p>\n<p>目前,被视为AI受益者的上市公司——如数据智能公司<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>和云服务商<a href=\"https://laohu8.com/S/NBIS\">Nebius</a>——今年的市销率约为55倍。Anthropic没有可直接对标的美股同类上市公司,但投资者据此自行建立财务模型,得出了高于上述同行的估值区间。</p>\n<p>Anthropic今年5月宣布年化营收已突破470亿美元,并于6月向美国证券交易委员会(SEC)提交了IPO申请文件,目前处于静默期,对财务表现的公开披露受到限制。</p>\n<h2><strong>超越OpenAI,但与美国政府存在摩擦</strong></h2>\n<p>Anthropic今年在竞争格局中取得了明显进展。公司在模型性能上持续领先,相继发布多款超越竞品的新模型,同时将业务重心集中于企业客户销售。</p>\n<p>风险投资机构、主权财富基金及其他机构投资者在2026年已向其注入近1000亿美元资金。今年5月,Anthropic的估值首次超越OpenAI,在计入最新融资后达到9650亿美元。</p>\n<p>支付数据公司Ramp的数据显示,Anthropic上月在美国企业客户中的市场份额有所提升。</p>\n<p>然而,挑战同样在积聚。Anthropic与特朗普政府多次产生摩擦,并仍处于针对美国国防部的诉讼程序中——后者于今年早些时候将Anthropic列为供应链风险。</p>\n<p>6月,商务部对Anthropic实施出口管制,迫使其短暂下架旗舰模型Fable 5和Mythos 5,此举令部分依赖其产品的客户感到不安。</p>\n<h2><strong>成本压力与竞争冲击定价空间</strong></h2>\n<p>定价是Anthropic商业模式面临的另一重要压力点。</p>\n<p>根据AI模型分析机构Artificial Analysis的数据,Anthropic市场领先模型的使用成本,超过OpenAI旗舰模型的两倍有余,而今年性能大幅提升的开源模型,其成本仅为前者的一小部分。</p>\n<p>企业客户已开始对最优模型的使用成本愈发敏感。Ramp分析师指出,企业正在"触及AI支出上限",并转向更便宜的替代方案。部分企业甚至已撤回此前要求员工最大化使用AI的内部指令。</p>\n<p>对此,一名同时持有OpenAI和SpaceX股份的Anthropic投资者表示:"挑战当然很容易列举,但公司在性能、市场定位以及用户所寻求的曝光方面,始终保持第一的位置。"SpaceX于今年6月以1.77万亿美元估值完成上市。</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>投资者押注估值翻倍!报道:Anthropic拟以2万亿美元估值上市,或将成为史上最大IPO</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投资者押注估值翻倍!报道:Anthropic拟以2万亿美元估值上市,或将成为史上最大IPO\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\">2026-08-13 22:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Anthropic正朝着一个前所未有的市场里程碑迈进。多名投资者预计,这家AI初创公司将于今年秋季以2万亿美元或更高估值上市,届时将超越SpaceX,成为有史以来规模最大的IPO。</p>\n<p>据英国《金融时报》报道,<strong>六名Anthropic股东向该媒体透露,公司快速增长的营收将支撑其在计划中的秋季上市中实现现有估值翻倍以上。</strong></p>\n<p><strong>投资者预计,到2026年底,这家Claude模型制造商的年化营收将达到1000亿至1200亿美元,较2026年初增长逾10倍。</strong>这一预期若实现,将为这家成立五年的公司早期投资者带来数十亿美元的账面收益。</p>\n<p>然而,这场创纪录的上市计划面临不容忽视的变数:来自竞争对手的压力持续上升,Anthropic与美国政府的关系仍处于紧张状态。</p>\n<p>据两名知情投资者透露,商务部对Anthropic旗舰模型的出口管制,导致公司6月整体营收增速出现放缓。公开市场对AI热潮的情绪亦趋于谨慎,最终定价能否支撑这一估值,仍是未知数。</p>\n<h2><strong>2万亿估值逻辑:营收高增速是核心支撑</strong></h2>\n<p>Anthropic投资者押注高估值的核心依据,在于公司营收的超常规增速。</p>\n<p>投资者预计,Anthropic的年化营收将在2026年内增长超过10倍,达到1000亿至1200亿美元。这里所采用的是该公司惯用的年化口径,即以近期实际表现推算全年销售额。</p>\n<p><strong>"如果Anthropic的年增速达到800%,你会认为在极低估值倍数下,他们至少应该以30倍营收定价,"一名投资者表示,"那意味着一家3万亿美元的公司。"</strong></p>\n<p>目前,被视为AI受益者的上市公司——如数据智能公司<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>和云服务商<a href=\"https://laohu8.com/S/NBIS\">Nebius</a>——今年的市销率约为55倍。Anthropic没有可直接对标的美股同类上市公司,但投资者据此自行建立财务模型,得出了高于上述同行的估值区间。</p>\n<p>Anthropic今年5月宣布年化营收已突破470亿美元,并于6月向美国证券交易委员会(SEC)提交了IPO申请文件,目前处于静默期,对财务表现的公开披露受到限制。</p>\n<h2><strong>超越OpenAI,但与美国政府存在摩擦</strong></h2>\n<p>Anthropic今年在竞争格局中取得了明显进展。公司在模型性能上持续领先,相继发布多款超越竞品的新模型,同时将业务重心集中于企业客户销售。</p>\n<p>风险投资机构、主权财富基金及其他机构投资者在2026年已向其注入近1000亿美元资金。今年5月,Anthropic的估值首次超越OpenAI,在计入最新融资后达到9650亿美元。</p>\n<p>支付数据公司Ramp的数据显示,Anthropic上月在美国企业客户中的市场份额有所提升。</p>\n<p>然而,挑战同样在积聚。Anthropic与特朗普政府多次产生摩擦,并仍处于针对美国国防部的诉讼程序中——后者于今年早些时候将Anthropic列为供应链风险。</p>\n<p>6月,商务部对Anthropic实施出口管制,迫使其短暂下架旗舰模型Fable 5和Mythos 5,此举令部分依赖其产品的客户感到不安。</p>\n<h2><strong>成本压力与竞争冲击定价空间</strong></h2>\n<p>定价是Anthropic商业模式面临的另一重要压力点。</p>\n<p>根据AI模型分析机构Artificial Analysis的数据,Anthropic市场领先模型的使用成本,超过OpenAI旗舰模型的两倍有余,而今年性能大幅提升的开源模型,其成本仅为前者的一小部分。</p>\n<p>企业客户已开始对最优模型的使用成本愈发敏感。Ramp分析师指出,企业正在"触及AI支出上限",并转向更便宜的替代方案。部分企业甚至已撤回此前要求员工最大化使用AI的内部指令。</p>\n<p>对此,一名同时持有OpenAI和SpaceX股份的Anthropic投资者表示:"挑战当然很容易列举,但公司在性能、市场定位以及用户所寻求的曝光方面,始终保持第一的位置。"SpaceX于今年6月以1.77万亿美元估值完成上市。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/1ccb88511ef96fb883e3f2fe148cee4b","relate_stocks":{"REDS":"RPM Republican Senate ETF","BK4127":"投资银行业与经纪业","IPOS":"Renaissance International IPO ETF","FRHC":"Euronext CAC Health Care","KCE":"SPDR KBW Capital Markets ETF"},"source_url":"https://wallstreetcn.com/articles/3779393","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2659634471","content_text":"Anthropic正朝着一个前所未有的市场里程碑迈进。多名投资者预计,这家AI初创公司将于今年秋季以2万亿美元或更高估值上市,届时将超越SpaceX,成为有史以来规模最大的IPO。\n据英国《金融时报》报道,六名Anthropic股东向该媒体透露,公司快速增长的营收将支撑其在计划中的秋季上市中实现现有估值翻倍以上。\n投资者预计,到2026年底,这家Claude模型制造商的年化营收将达到1000亿至1200亿美元,较2026年初增长逾10倍。这一预期若实现,将为这家成立五年的公司早期投资者带来数十亿美元的账面收益。\n然而,这场创纪录的上市计划面临不容忽视的变数:来自竞争对手的压力持续上升,Anthropic与美国政府的关系仍处于紧张状态。\n据两名知情投资者透露,商务部对Anthropic旗舰模型的出口管制,导致公司6月整体营收增速出现放缓。公开市场对AI热潮的情绪亦趋于谨慎,最终定价能否支撑这一估值,仍是未知数。\n2万亿估值逻辑:营收高增速是核心支撑\nAnthropic投资者押注高估值的核心依据,在于公司营收的超常规增速。\n投资者预计,Anthropic的年化营收将在2026年内增长超过10倍,达到1000亿至1200亿美元。这里所采用的是该公司惯用的年化口径,即以近期实际表现推算全年销售额。\n\"如果Anthropic的年增速达到800%,你会认为在极低估值倍数下,他们至少应该以30倍营收定价,\"一名投资者表示,\"那意味着一家3万亿美元的公司。\"\n目前,被视为AI受益者的上市公司——如数据智能公司Palantir和云服务商Nebius——今年的市销率约为55倍。Anthropic没有可直接对标的美股同类上市公司,但投资者据此自行建立财务模型,得出了高于上述同行的估值区间。\nAnthropic今年5月宣布年化营收已突破470亿美元,并于6月向美国证券交易委员会(SEC)提交了IPO申请文件,目前处于静默期,对财务表现的公开披露受到限制。\n超越OpenAI,但与美国政府存在摩擦\nAnthropic今年在竞争格局中取得了明显进展。公司在模型性能上持续领先,相继发布多款超越竞品的新模型,同时将业务重心集中于企业客户销售。\n风险投资机构、主权财富基金及其他机构投资者在2026年已向其注入近1000亿美元资金。今年5月,Anthropic的估值首次超越OpenAI,在计入最新融资后达到9650亿美元。\n支付数据公司Ramp的数据显示,Anthropic上月在美国企业客户中的市场份额有所提升。\n然而,挑战同样在积聚。Anthropic与特朗普政府多次产生摩擦,并仍处于针对美国国防部的诉讼程序中——后者于今年早些时候将Anthropic列为供应链风险。\n6月,商务部对Anthropic实施出口管制,迫使其短暂下架旗舰模型Fable 5和Mythos 5,此举令部分依赖其产品的客户感到不安。\n成本压力与竞争冲击定价空间\n定价是Anthropic商业模式面临的另一重要压力点。\n根据AI模型分析机构Artificial Analysis的数据,Anthropic市场领先模型的使用成本,超过OpenAI旗舰模型的两倍有余,而今年性能大幅提升的开源模型,其成本仅为前者的一小部分。\n企业客户已开始对最优模型的使用成本愈发敏感。Ramp分析师指出,企业正在\"触及AI支出上限\",并转向更便宜的替代方案。部分企业甚至已撤回此前要求员工最大化使用AI的内部指令。\n对此,一名同时持有OpenAI和SpaceX股份的Anthropic投资者表示:\"挑战当然很容易列举,但公司在性能、市场定位以及用户所寻求的曝光方面,始终保持第一的位置。\"SpaceX于今年6月以1.77万亿美元估值完成上市。","news_type":1,"symbols_score_info":{"IPOS":1.5,"KCE":1.5,"REDS":1.5,"FRHC":1.5}},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}