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怪力老伯
05-19
$纳斯达克100指数(NDX)$
你跌归你跌，动一下算我输[捂脸]
怪力老伯
07-16
$纳斯达克100指数(NDX)$
你要死啊我CHOVY
怪力老伯
07-21
$纳斯达克100指数(NDX)$
怪力老伯
06-17
伯里就个菜比，靠运气赚的钱已经靠实力亏的差不多了
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href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a><v-v data-views=\"0\"></v-v> 你要死啊我CHOVY","text":"$纳斯达克100指数(NDX)$ 你要死啊我CHOVY","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586457209254152","isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576211697918736,"gmtCreate":1781700162070,"gmtModify":1781701188474,"author":{"id":"4220589625518840","authorId":"4220589625518840","name":"怪力老伯","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4220589625518840","idStr":"4220589625518840"},"themes":[],"title":"","htmlText":"伯里就个菜比，靠运气赚的钱已经靠实力亏的差不多了","listText":"伯里就个菜比，靠运气赚的钱已经靠实力亏的差不多了","text":"伯里就个菜比，靠运气赚的钱已经靠实力亏的差不多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576211697918736","repostId":"1177412384","repostType":4,"repost":{"id":"1177412384","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":1781698980,"share":"https://www.laohunote.com/m/news/1177412384?lang=zh_CN&edition=full","pubTime":"2026-06-17 20:23","market":"fut","language":"zh","title":"美股盘前｜沃什的美联储首秀即将揭幕！按兵不动已几无悬念；大空头Burry发声：很想做空SpaceX！","url":"https://stock-news.laohu8.com/highlight/detail?id=1177412384","media":"老虎资讯综合","summary":"Serenity炮轰伯恩斯坦：看空铠侠太愚蠢，曾错判英特尔，别信那些发给散户看的机构报告； 韩国散户上市后单日净买入SpaceX约7.96亿美元","content":"<html><head></head><body><p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\"><strong>01 股市</strong></h2><p style=\"text-align: left;\"><strong>截至6月17日，美股三大期指情况及分析：</strong>道琼斯工业期指微跌0.03%报52452点，标普500期指持平报7591点，纳指100期指小幅上扬0.46%至30451点，显示市场在美联储议息前保持观望，科技板块相对更显韧性。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/efc8f06116fc537cc348d13d3a96c152\" data-align=\"center\" tg-width=\"1066\" tg-height=\"220\"/><span></span></p><p style=\"text-align: left;\"><strong>热门股异动：</strong>半导体与太空概念走强，<strong>美光科技</strong>盘前再涨2.70%，此前夜盘已升逾5%；<strong>英特尔</strong>受18A-P工艺进入风险生产消息提振，盘前再涨2.63%；<strong>台积电</strong>靠拢历史高位，盘前续升0.99%；<strong>SpaceX</strong>延续上市热度，盘前再涨1.31%；<strong>AST SpaceMobile</strong>冲高5.05%；家具商<strong>La-Z-Boy</strong>因财报与回购计划大涨近17%后高位震荡。相对疲弱的<strong>Salesforce</strong>受36亿美元收购Fin整合疑虑影响连跌，盘前续挫超1%。</p><p style=\"text-align: left;\"><strong>中概异动：百度</strong>小幅回升0.48%，<strong>阿里巴巴</strong>和<strong>拼多多</strong>各自回调约1%与0.6%，<strong>小鹏汽车</strong>再跌1.85%；<strong>名创优品</strong>及<strong>涂鸦智能</strong>分别续涨0.19%及2.13%，中概板块整体分化。</p><h2 style=\"text-align: left;\"><strong>02 其他市场</strong></h2><p style=\"text-align: left;\"><strong>6月17日十年美债收益率上升0.48%，最新收益率为4.45%</strong>。</p><p style=\"text-align: left;\"><strong>6月17日美元兑离岸人民币上升0.0734%，报6.82；美元兑港币上升0.0235%，报7.84</strong>。</p><p style=\"text-align: left;\"><strong>6月17日美元指数上升0.1215%，报99.67</strong>。</p><p style=\"text-align: left;\"><strong>6月17日美原油主连期货上升0.98%，报76.01美元/桶；纽约金主连期货下降0.26%，报4,343.00美元/盎司</strong>。</p><h2 style=\"text-align: left;\"><strong>03 要闻</strong></h2><p style=\"text-align: left;\"><strong>沃什的美联储首秀正式揭幕！按兵不动已几无悬念</strong></p><p style=\"text-align: left;\">美联储将于北京时间周四凌晨2点公布利率决议和经济预期摘要，随后沃什将举行发布会。虽然本月按兵不动已几无悬念，但作为沃什上任后的首秀，声明指引、点阵图等各方面仍充满变数，“何时降息”与“重启加息”之间的辩论亦愈发激烈，因而其表态尤为重要。此外，今晚20:30将公布美国5月零售销售数据。届时行情恐有显著波动，敬请留意相关风险。</p><p style=\"text-align: left;\"><strong>特朗普：若不满意美伊备忘录，将恢复轰炸行动</strong></p><p style=\"text-align: left;\">美国总统特朗普周三表示，与伊朗达成的谅解备忘录并非最终协议，如果他对协议内容不满意，可能恢复轰炸行动。特朗普在法国举行的七国集团峰会上表示：“这是一份谅解备忘录。如果我不喜欢它，我们就会重新向他们开火，把炸弹扔到他们头上。如果我不喜欢，如果他们不老实，我们会立刻重新把炸弹直接扔到他们脑袋正中间。”特朗普还表示，这份与伊朗达成的谅解备忘录并不包含立即解除对伊制裁的内容，并补充称他将在稍后谈论这一问题。</p><p style=\"text-align: left;\"><strong>大空头Burry：很想做空SpaceX</strong></p><p style=\"text-align: left;\">传奇空头Michael Burry直言“很想做空”SpaceX，其年营收不足200亿美元，却支撑着近3万亿美元市值，基本面与估值严重背离。不过，高昂的期权价格令其望而却步；他认为，唯有股价回落且波动率下行，做空才具性价比。</p><p style=\"text-align: left;\"><strong>Serenity炮轰伯恩斯坦：看空铠侠太愚蠢，曾错判英特尔，别信那些发给散户看的机构报告</strong></p><p style=\"text-align: left;\">“网红股神”Serenity在X平台发帖称：伯恩斯坦绝对是我见过最蠢的分析机构，居然说铠侠有50%的下跌空间。他们今年1月给英特尔定过36美元的目标价，结果现在都涨到118美元了。这真是一个很好的教训：千万别理那些发给散户看的机构报告。他们可不是来帮散户投资者赚钱的。</p><p style=\"text-align: left;\">1. <strong>La-Z-Boy公布强劲财报并启动3亿美元回购</strong>。公司第四财季每股收益1.26美元大幅超预期，营收达5.70亿美元；同时宣布剥离部分批发业务并加快零售扩张，推动运营利润率显著提升。利好消息带动股价盘前飙升近17%。</p><p style=\"text-align: left;\">2. <strong>新韩银行（中国）因数据安全违规被央行罚款</strong>。北京人行对其开出约249万元人民币罚单，并对三名责任人合计罚款17.8万元，反映中国监管对金融数据合规的严格要求，拖累母公司新韩金融盘前走低逾3%。</p><p style=\"text-align: left;\">3. <strong>英特尔宣布18A-P制程进入风险生产阶段</strong>。升级版18A-P工艺主攻数据中心及AI芯片，宣称在同功耗下性能提升9%。公司计划明年将在新一代“Diamond Rapids”CPU中率先采用，为其代工业务吸引客户奠定基础。</p><p style=\"text-align: left;\">4. <strong>产业链消息称苹果将采用台积电1.4 nm工艺</strong>。市场传出苹果A22 Pro芯片将使用台积电1.4 nm制程并于2028年应用于高端iPhone，台积电盘前小幅走强，显示下游需求对先进制程的拉动预期。</p><p style=\"text-align: left;\">5. <strong>Baseten披露英伟达B200 GPU租赁价将翻倍</strong>。该AI推理服务商称，云厂商已通知10月续约时B200每小时租金将由2.63美元升至5.10美元，且新采购交付周期延长至明年二季度，凸显算力供需紧张。</p><p style=\"text-align: left;\">6. <strong>韩国散户上市后单日净买入SpaceX约7.96亿美元</strong>。数据机构显示，超过1,400万韩国个人投资者在首日大举建仓，使该股成为该国散户最受青睐美股，反映全球散户资金对太空及AI概念的追捧。</p><p style=\"text-align: left;\">7. <strong>Evercore ISI上调美股远期目标并看好科技板块</strong>。该投行报告称，创纪录的场外现金可支撑行情延续，乐观情景下标普500指数或在2026年底触及9,000点，信息技术与通信服务被评为“超配”。</p><p style=\"text-align: left;\">8. <strong>PGIM警示可能出现年内多次加息</strong>。这家大型资产管理机构预计在顽固通胀背景下，联储或采取三次加息以巩固政策公信力，提示风险资产潜在波动上升。</p><p style=\"text-align: left;\">9. <strong>Salesforce斥资约36亿美元收购AI客服公司Fin</strong>。公司计划将Fin整合至自身Agentforce平台以加强AI能力，但市场担忧整合风险，股价连跌逾22%。</p><p style=\"text-align: left;\">10. <strong>多家ETF发行商抢报“MANGOS”主题基金</strong>. 以Meta、Anthropic、Nvidia、Alphabet、OpenAI及SpaceX为内核的新概念组合引爆华尔街，Corgi等机构已提交相关ETF申请，显示资金对下一代AI龙头抱有浓厚兴趣。</p><p style=\"text-align: left;\">资料来源：公开市场数据</p><p style=\"text-align: left;\">免责声明：本内容仅供参考，不构成任何投资建议</p><p style=\"text-align: left;\"></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>美股盘前｜沃什的美联储首秀即将揭幕！按兵不动已几无悬念；大空头Burry发声：很想做空SpaceX！</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{ 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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美股盘前｜沃什的美联储首秀即将揭幕！按兵不动已几无悬念；大空头Burry发声：很想做空SpaceX！\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\">2026-06-17 20:23</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;\"></p><h2 style=\"text-align: left;\"><strong>01 股市</strong></h2><p style=\"text-align: left;\"><strong>截至6月17日，美股三大期指情况及分析：</strong>道琼斯工业期指微跌0.03%报52452点，标普500期指持平报7591点，纳指100期指小幅上扬0.46%至30451点，显示市场在美联储议息前保持观望，科技板块相对更显韧性。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/efc8f06116fc537cc348d13d3a96c152\" data-align=\"center\" tg-width=\"1066\" tg-height=\"220\"/><span></span></p><p style=\"text-align: left;\"><strong>热门股异动：</strong>半导体与太空概念走强，<strong>美光科技</strong>盘前再涨2.70%，此前夜盘已升逾5%；<strong>英特尔</strong>受18A-P工艺进入风险生产消息提振，盘前再涨2.63%；<strong>台积电</strong>靠拢历史高位，盘前续升0.99%；<strong>SpaceX</strong>延续上市热度，盘前再涨1.31%；<strong>AST SpaceMobile</strong>冲高5.05%；家具商<strong>La-Z-Boy</strong>因财报与回购计划大涨近17%后高位震荡。相对疲弱的<strong>Salesforce</strong>受36亿美元收购Fin整合疑虑影响连跌，盘前续挫超1%。</p><p style=\"text-align: left;\"><strong>中概异动：百度</strong>小幅回升0.48%，<strong>阿里巴巴</strong>和<strong>拼多多</strong>各自回调约1%与0.6%，<strong>小鹏汽车</strong>再跌1.85%；<strong>名创优品</strong>及<strong>涂鸦智能</strong>分别续涨0.19%及2.13%，中概板块整体分化。</p><h2 style=\"text-align: left;\"><strong>02 其他市场</strong></h2><p style=\"text-align: left;\"><strong>6月17日十年美债收益率上升0.48%，最新收益率为4.45%</strong>。</p><p style=\"text-align: left;\"><strong>6月17日美元兑离岸人民币上升0.0734%，报6.82；美元兑港币上升0.0235%，报7.84</strong>。</p><p style=\"text-align: left;\"><strong>6月17日美元指数上升0.1215%，报99.67</strong>。</p><p style=\"text-align: left;\"><strong>6月17日美原油主连期货上升0.98%，报76.01美元/桶；纽约金主连期货下降0.26%，报4,343.00美元/盎司</strong>。</p><h2 style=\"text-align: left;\"><strong>03 要闻</strong></h2><p style=\"text-align: left;\"><strong>沃什的美联储首秀正式揭幕！按兵不动已几无悬念</strong></p><p style=\"text-align: left;\">美联储将于北京时间周四凌晨2点公布利率决议和经济预期摘要，随后沃什将举行发布会。虽然本月按兵不动已几无悬念，但作为沃什上任后的首秀，声明指引、点阵图等各方面仍充满变数，“何时降息”与“重启加息”之间的辩论亦愈发激烈，因而其表态尤为重要。此外，今晚20:30将公布美国5月零售销售数据。届时行情恐有显著波动，敬请留意相关风险。</p><p style=\"text-align: left;\"><strong>特朗普：若不满意美伊备忘录，将恢复轰炸行动</strong></p><p style=\"text-align: left;\">美国总统特朗普周三表示，与伊朗达成的谅解备忘录并非最终协议，如果他对协议内容不满意，可能恢复轰炸行动。特朗普在法国举行的七国集团峰会上表示：“这是一份谅解备忘录。如果我不喜欢它，我们就会重新向他们开火，把炸弹扔到他们头上。如果我不喜欢，如果他们不老实，我们会立刻重新把炸弹直接扔到他们脑袋正中间。”特朗普还表示，这份与伊朗达成的谅解备忘录并不包含立即解除对伊制裁的内容，并补充称他将在稍后谈论这一问题。</p><p style=\"text-align: left;\"><strong>大空头Burry：很想做空SpaceX</strong></p><p style=\"text-align: left;\">传奇空头Michael Burry直言“很想做空”SpaceX，其年营收不足200亿美元，却支撑着近3万亿美元市值，基本面与估值严重背离。不过，高昂的期权价格令其望而却步；他认为，唯有股价回落且波动率下行，做空才具性价比。</p><p style=\"text-align: left;\"><strong>Serenity炮轰伯恩斯坦：看空铠侠太愚蠢，曾错判英特尔，别信那些发给散户看的机构报告</strong></p><p style=\"text-align: left;\">“网红股神”Serenity在X平台发帖称：伯恩斯坦绝对是我见过最蠢的分析机构，居然说铠侠有50%的下跌空间。他们今年1月给英特尔定过36美元的目标价，结果现在都涨到118美元了。这真是一个很好的教训：千万别理那些发给散户看的机构报告。他们可不是来帮散户投资者赚钱的。</p><p style=\"text-align: left;\">1. <strong>La-Z-Boy公布强劲财报并启动3亿美元回购</strong>。公司第四财季每股收益1.26美元大幅超预期，营收达5.70亿美元；同时宣布剥离部分批发业务并加快零售扩张，推动运营利润率显著提升。利好消息带动股价盘前飙升近17%。</p><p style=\"text-align: left;\">2. <strong>新韩银行（中国）因数据安全违规被央行罚款</strong>。北京人行对其开出约249万元人民币罚单，并对三名责任人合计罚款17.8万元，反映中国监管对金融数据合规的严格要求，拖累母公司新韩金融盘前走低逾3%。</p><p style=\"text-align: left;\">3. <strong>英特尔宣布18A-P制程进入风险生产阶段</strong>。升级版18A-P工艺主攻数据中心及AI芯片，宣称在同功耗下性能提升9%。公司计划明年将在新一代“Diamond Rapids”CPU中率先采用，为其代工业务吸引客户奠定基础。</p><p style=\"text-align: left;\">4. <strong>产业链消息称苹果将采用台积电1.4 nm工艺</strong>。市场传出苹果A22 Pro芯片将使用台积电1.4 nm制程并于2028年应用于高端iPhone，台积电盘前小幅走强，显示下游需求对先进制程的拉动预期。</p><p style=\"text-align: left;\">5. <strong>Baseten披露英伟达B200 GPU租赁价将翻倍</strong>。该AI推理服务商称，云厂商已通知10月续约时B200每小时租金将由2.63美元升至5.10美元，且新采购交付周期延长至明年二季度，凸显算力供需紧张。</p><p style=\"text-align: left;\">6. <strong>韩国散户上市后单日净买入SpaceX约7.96亿美元</strong>。数据机构显示，超过1,400万韩国个人投资者在首日大举建仓，使该股成为该国散户最受青睐美股，反映全球散户资金对太空及AI概念的追捧。</p><p style=\"text-align: left;\">7. <strong>Evercore ISI上调美股远期目标并看好科技板块</strong>。该投行报告称，创纪录的场外现金可支撑行情延续，乐观情景下标普500指数或在2026年底触及9,000点，信息技术与通信服务被评为“超配”。</p><p style=\"text-align: left;\">8. <strong>PGIM警示可能出现年内多次加息</strong>。这家大型资产管理机构预计在顽固通胀背景下，联储或采取三次加息以巩固政策公信力，提示风险资产潜在波动上升。</p><p style=\"text-align: left;\">9. <strong>Salesforce斥资约36亿美元收购AI客服公司Fin</strong>。公司计划将Fin整合至自身Agentforce平台以加强AI能力，但市场担忧整合风险，股价连跌逾22%。</p><p style=\"text-align: left;\">10. <strong>多家ETF发行商抢报“MANGOS”主题基金</strong>. 以Meta、Anthropic、Nvidia、Alphabet、OpenAI及SpaceX为内核的新概念组合引爆华尔街，Corgi等机构已提交相关ETF申请，显示资金对下一代AI龙头抱有浓厚兴趣。</p><p style=\"text-align: left;\">资料来源：公开市场数据</p><p style=\"text-align: left;\">免责声明：本内容仅供参考，不构成任何投资建议</p><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"QQQ":"纳指100ETF","SDOW":"三倍做空道指30ETF-ProShares","SMAX":"ISHARES LARGE CAP MAX BUFFER SEP ETF","SSO":"2倍做多标普500ETF-ProShares","SPYU":"MAX S&P 500 4X Leveraged ETN","DXD":"两倍做空道琼30指数ETF-ProShares","DMAX":"ISHARES LARGE CAP MAX BUFFER DEC ETF","SDS":"两倍做空标普500 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要闻沃什的美联储首秀正式揭幕！按兵不动已几无悬念美联储将于北京时间周四凌晨2点公布利率决议和经济预期摘要，随后沃什将举行发布会。虽然本月按兵不动已几无悬念，但作为沃什上任后的首秀，声明指引、点阵图等各方面仍充满变数，“何时降息”与“重启加息”之间的辩论亦愈发激烈，因而其表态尤为重要。此外，今晚20:30将公布美国5月零售销售数据。届时行情恐有显著波动，敬请留意相关风险。特朗普：若不满意美伊备忘录，将恢复轰炸行动美国总统特朗普周三表示，与伊朗达成的谅解备忘录并非最终协议，如果他对协议内容不满意，可能恢复轰炸行动。特朗普在法国举行的七国集团峰会上表示：“这是一份谅解备忘录。如果我不喜欢它，我们就会重新向他们开火，把炸弹扔到他们头上。如果我不喜欢，如果他们不老实，我们会立刻重新把炸弹直接扔到他们脑袋正中间。”特朗普还表示，这份与伊朗达成的谅解备忘录并不包含立即解除对伊制裁的内容，并补充称他将在稍后谈论这一问题。大空头Burry：很想做空SpaceX传奇空头Michael Burry直言“很想做空”SpaceX，其年营收不足200亿美元，却支撑着近3万亿美元市值，基本面与估值严重背离。不过，高昂的期权价格令其望而却步；他认为，唯有股价回落且波动率下行，做空才具性价比。Serenity炮轰伯恩斯坦：看空铠侠太愚蠢，曾错判英特尔，别信那些发给散户看的机构报告“网红股神”Serenity在X平台发帖称：伯恩斯坦绝对是我见过最蠢的分析机构，居然说铠侠有50%的下跌空间。他们今年1月给英特尔定过36美元的目标价，结果现在都涨到118美元了。这真是一个很好的教训：千万别理那些发给散户看的机构报告。他们可不是来帮散户投资者赚钱的。1. La-Z-Boy公布强劲财报并启动3亿美元回购。公司第四财季每股收益1.26美元大幅超预期，营收达5.70亿美元；同时宣布剥离部分批发业务并加快零售扩张，推动运营利润率显著提升。利好消息带动股价盘前飙升近17%。2. 新韩银行（中国）因数据安全违规被央行罚款。北京人行对其开出约249万元人民币罚单，并对三名责任人合计罚款17.8万元，反映中国监管对金融数据合规的严格要求，拖累母公司新韩金融盘前走低逾3%。3. 英特尔宣布18A-P制程进入风险生产阶段。升级版18A-P工艺主攻数据中心及AI芯片，宣称在同功耗下性能提升9%。公司计划明年将在新一代“Diamond Rapids”CPU中率先采用，为其代工业务吸引客户奠定基础。4. 产业链消息称苹果将采用台积电1.4 nm工艺。市场传出苹果A22 Pro芯片将使用台积电1.4 nm制程并于2028年应用于高端iPhone，台积电盘前小幅走强，显示下游需求对先进制程的拉动预期。5. Baseten披露英伟达B200 GPU租赁价将翻倍。该AI推理服务商称，云厂商已通知10月续约时B200每小时租金将由2.63美元升至5.10美元，且新采购交付周期延长至明年二季度，凸显算力供需紧张。6. 韩国散户上市后单日净买入SpaceX约7.96亿美元。数据机构显示，超过1,400万韩国个人投资者在首日大举建仓，使该股成为该国散户最受青睐美股，反映全球散户资金对太空及AI概念的追捧。7. Evercore ISI上调美股远期目标并看好科技板块。该投行报告称，创纪录的场外现金可支撑行情延续，乐观情景下标普500指数或在2026年底触及9,000点，信息技术与通信服务被评为“超配”。8. PGIM警示可能出现年内多次加息。这家大型资产管理机构预计在顽固通胀背景下，联储或采取三次加息以巩固政策公信力，提示风险资产潜在波动上升。9. Salesforce斥资约36亿美元收购AI客服公司Fin。公司计划将Fin整合至自身Agentforce平台以加强AI能力，但市场担忧整合风险，股价连跌逾22%。10. 多家ETF发行商抢报“MANGOS”主题基金. 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