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浮生若梦_6592

浮生若梦_6592

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IP属地：江苏

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浮生若梦_6592

08-06

这家伙不应该那么早纳入纳指指数，拖累大盘

昨夜今晨｜道指再创新高！纳指受SpaceX重挫13%、AMD跌超7%拖累收低；闪迪盘后跌逾7%，AppLovin跌逾16%

浮生若梦_6592

06-02

太牛了👍股民能赚到钱的正规市场

韩国股市不断超车已越过印度成为世界第六大股市

浮生若梦_6592

05-20

$南方两倍做多海力士(07709)$ 这个不是完全跟随正股二倍涨跌幅呀，正股红的他确实绿的

浮生若梦_6592

07-28

$南方两倍做多海力士(07709)$ 废了，正股翻倍这个也到不了一百了，跌跌不休

浮生若梦_6592

06-10

$南方两倍做多海力士(07709)$ 昨天少涨了几个点，今天多跌了好多，这基金经理真是垃圾

浮生若梦_6592

05-13

$美光科技(MU)$ 倒车接人

浮生若梦_6592

06-18

$南方两倍做多海力士(07709)$ 今天正股收盘6.5，你又偷吃了呀

浮生若梦_6592

06-12

$SpaceX(SPCX)$ 围观一下，有人开盘买吗

浮生若梦_6592

06-12

$南方两倍做多海力士(07709)$ 金石十数据: 华尔街主经纪商针对，对冲基金用股票总汇报互换加杠杆做多三星海力士全面收紧，大幅抬升融资成本。导致三星海力士大跳水

浮生若梦_6592

07-06

高盛变卦比较快

高盛：韩股下半年有望迎来普涨行情，维持 KOSPI 12000 点目标

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07:25","market":"us","language":"zh","title":"昨夜今晨｜道指再创新高！纳指受SpaceX重挫13%、AMD跌超7%拖累收低；闪迪盘后跌逾7%，AppLovin跌逾16%","url":"https://stock-news.laohu8.com/highlight/detail?id=1130267269","media":"老虎资讯综合","summary":"SpaceX公布上市后的首份财报，得益于星链卫星通信业务以及人工智能业务的快速增长，公司季度营收接近翻倍，同时经营亏损明显收窄。不过，由于投资者担忧公司能否长期维持人工智能相关投资的巨额支出，SpaceX股价大跌13.6%。AMD预计下一季度营收将高于市场预期，反映出人工智能需求依然强劲，但该公司股价仍下跌7%。两年期美债收益率跌0.84个基点，报4.1833%。股价盘后跌超7%。股价盘后大跌11%。","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c265e4fed61f42bdd905660fb1b6b2e5\" data-align=\"center\" tg-width=\"1080\" tg-height=\"1920\"/><span></span></p><h2 style=\"text-align: left;\">01 股市</h2><p style=\"text-align: left;\">美东时间周三，美股三大指数收盘涨跌不一，受中东局势缓和的乐观情绪提振，道指续创新高。因SpaceX和<a href=\"https://laohu8.com/S/AMD\">AMD</a>在公布季度业绩后股价大挫，拖累科技板块表现，终结纳指连涨势头。</p><p style=\"text-align: left;\">截至收盘，道指上涨263.24点，涨幅为0.49%，报54349.12点；纳指跌221.55点，跌幅为0.83%，报26363.44点；标普500指数跌12.97点，跌幅为0.17%，报7723.55点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d0da68be9f7460dc5cdc5f2910db171\" data-align=\"center\" tg-width=\"910\" tg-height=\"147\"/><span></span></p><p style=\"text-align: left;\"><strong>【热门股表现】</strong>大型科技股涨跌不一 ，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨3.43%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨0.52%，<a href=\"https://laohu8.com/S/META\">Meta</a>涨0.14%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌1.09%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌1.72%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌1.77%。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌4.03%，该公司宣布对旗下人工智能(AI)部门进行重大调整，公司首席科学家杰夫·迪恩将在任职27年后离开<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>。</p><p style=\"text-align: justify;\">SpaceX公布上市后的首份财报，得益于星链卫星通信业务以及人工智能业务的快速增长，公司季度营收接近翻倍，同时经营亏损明显收窄。不过，由于投资者担忧公司能否长期维持人工智能相关投资的巨额支出，SpaceX股价大跌13.6%。</p><p style=\"text-align: justify;\">AMD预计下一季度营收将高于市场预期，反映出人工智能需求依然强劲，但该公司股价仍下跌7%。投资者希望看到更多证据，证明当前规模庞大的AI基础设施投资能够真正转化为更快的收入和利润增长。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/AMGN\">安进</a>股价上涨4.6%，为道指贡献超过100点涨幅。此前，该公司公布第二季度销售额同比增长9%。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/DIS\">迪士尼</a>股价上涨3.6%，此前该公司季度利润超过市场预期，也对道指形成支撑。</p><p style=\"text-align: justify;\">贵金属板块涨幅居前，<a href=\"https://laohu8.com/S/PAAS\">泛美白银</a>涨超7.4%，纽蒙特涨6.7%，金田涨超9.3%，<a href=\"https://laohu8.com/S/CDE\">科尔黛伦矿业</a>涨7.5%。</p><p style=\"text-align: justify;\">纳斯达克中国金龙指数收跌1.09%，热门中概股多数下跌，<a href=\"https://laohu8.com/S/KC\">金山云</a>跌4.2%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌2.2%，<a href=\"https://laohu8.com/S/NTES\">网易</a>跌1.8%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌1.3%，<a href=\"https://laohu8.com/S/BABA\">阿里</a>跌0.1%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨1.2%。</p><h2 style=\"text-align: left;\">02 其他市场</h2><p style=\"text-align: left;\">美国10年期国债收益率涨0.61个基点，报4.6188%。两年期美债收益率跌0.84个基点，报4.1833%。</p><p style=\"text-align: justify;\">现货黄金涨4.11%，报4245.39美元/盎司。现货白银涨4.12%，报62.0075美元/盎司。</p><p style=\"text-align: justify;\">WTI 9月原油期货收跌0.72%，报75.22美元/桶。布伦特10月原油期货收涨0.11%，报79.45美元/桶。</p><p style=\"text-align: justify;\">比特币一度突破6.5万美元，截至发稿涨0.67%，报64702.79美元；以太坊涨超1.7%，报1909美元。</p><h2 style=\"text-align: left;\">03 国际宏观</h2><p style=\"text-align: left;\"><strong>伊朗首次披露霍尔木兹新方案，称美国曾主动求谈、但仅履约不足以重开<a href=\"https://laohu8.com/S/002320\">海峡</a></strong></p><p style=\"text-align: left;\">伊朗副外长称，海峡相关安排应仅由伊朗和阿曼协商决定，伊方绝不接受任何外部势力介入；根据新安排，目前海峡内临时航道将被关闭，未来大量船舶将改经伊朗领海航行。报道称，与阿曼拟议协议赋予伊朗对驶入霍尔木兹海峡船只的控制权，这是迄今伊方获得的一大让步；伊朗拟向船舶收取货值5%-7%费用，阿曼提出收费约3%，美国反对任何收费。</p><p style=\"text-align: justify;\"><strong>特朗普扬言“猛烈打击”后，伊朗称霍尔木兹海峡不会立即开放</strong></p><p style=\"text-align: justify;\">伊朗方面称，与阿曼的谈判仅涉及船舶通行协调，无关美国，霍尔木兹海峡重新开放仍取决于美国纠正其“违规行为”。此前特朗普称海峡将“很快”开放，否则伊朗将遭“猛烈打击”。</p><p style=\"text-align: justify;\"><strong>按兵不动！美财政部维持季度发债规模不变，40万亿美元债务压力逼近</strong></p><p style=\"text-align: justify;\">美国财政部最新再融资声明维持附息国债拍卖规模不变，但将未来发行表述由“增加”改为“调整”，为政策转向预留灵活性。本季借贷预估上调至7390亿美元，联邦债务总额即将突破40万亿美元。财政部继续依赖短期国库券填补缺口，使融资成本对利率更敏感。市场担忧拖延调整或引发未来更剧烈的长债发行冲击。</p><p style=\"text-align: justify;\"><strong>美联储理事Cook：通胀若未见降温，已准备好加息</strong></p><p style=\"text-align: justify;\">美联储理事Lisa Cook重申加息立场，警告若通胀持续无法回落，政策收紧在所难免。她强调，通胀长期偏离2%目标将导致高通胀预期固化于企业定价与工资行为，纠正难度将大幅上升。尽管承认关税消退、油价走低等潜在缓和因素，Cook表示这不足以改变政策优先级。</p><p style=\"text-align: justify;\"><strong>美联储今年票委呼吁现在加息：别等通胀失控再“猛踩刹车”，今年三次加息并非不可能</strong></p><p style=\"text-align: justify;\">卡什卡利认为，美国经济和就业市场依然强劲，当前利率限制性不足，通胀距离2%目标仍有距离，因此应尽早以渐进方式启动加息，而非等到通胀根深蒂固后被迫激进收紧。他强调支持渐进式加息，但未承诺最早于9月行动。</p><p style=\"text-align: justify;\"><strong>“小非农”不及预期！美国7月ADP就业仅增4.4万人，创年内最低，周五非农数据成关键</strong></p><p style=\"text-align: justify;\">美国7月ADP私人部门新增就业仅4.4万人，创年内新低且低于预期，商品生产部门承压，显示劳动力市场降温。然而，跳槽员工薪资同比强劲增长7%，表明结构性紧张犹存。市场正关注周五非农数据，若走势一致，将印证就业稳健，为美联储继续聚焦抗通胀提供支撑。</p><p style=\"text-align: justify;\"><strong>美国7月ISM服务业PMI持续扩张，需求韧性犹存但滞胀风险升温</strong></p><p style=\"text-align: justify;\">美国7月ISM服务业指数升至54.1，较6月小幅上升0.1点，低于预期的54.5。新订单指数超预期升至57.2，支付价格指数超预期升至70.3，就业指数不及预期降至47.4，跌入收缩区间，成本上升与就业收缩，呈现出一定“滞胀”特征。</p><h2 style=\"text-align: left;\">04 公司新闻</h2><p style=\"text-align: left;\"><strong>AI需求力挺<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>上季营收超预期增近四倍，拟豪掷140亿回购，但本季指引逊色</strong></p><p style=\"text-align: left;\">第四财季，闪迪营收、EPS和毛利率均创单季新高，EPS较分析师预期高逾10%，毛利率超预期升至84.6%、为一年前的三倍多；数据中心收入同比增近13倍、环比翻一倍，最大收入源边缘计算业务收入同比增近四倍，消费业务收入同比降5%；全财年营收较上年增长175%。第一财季营收指引中值同比增359%、仍较分析师预期低5.5%，EPS指引中值略低于预期，毛利率指引大致持平前季。股价盘后跌超7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8db61dc7195a66c7ac70e34ae543a17\" data-align=\"center\" tg-width=\"469\" tg-height=\"135\"/><span></span></p><blockquote><p style=\"text-align: left;\">闪迪电话会称客户订单锁定未来四年，最大客户签约后还在追加需求。闪迪披露，通过在推进的新商业模式（NBM）协议，八大客户锁定未来多年供应，协议覆盖2027财年超过50%的供应，覆盖2028财年约三分之二供应；NBM协议预计最低收入939亿美元，客户违约保障165亿美元；高带宽闪存（HBF）进入与客户深度讨论阶段；预计2026年全球NAND市场规模超3000亿美元、数据中心占一半，2027年规模接近5000亿美元。</p></blockquote><p style=\"text-align: justify;\"><strong><a href=\"https://laohu8.com/S/WDC\">西部数据</a>大跌，第四财季营收、利润超预期，业绩指引令市场失望</strong></p><p style=\"text-align: justify;\">西部数据第四财季营收37.47亿美元，同比增长44%，高于预期的36.8亿美元；净利润暴增逾12倍，调整后EPS达3.56美元，超过预期的3.31美元。预计2027财年第一季度营收40-42亿美元，中值41亿美元，同样高于预期的40.6亿美元。但在公司连续多个季度超预期，股价大幅上涨的背景下，市场显然期待更大幅的“超预期”。股价盘后大跌11%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c6d127421bbedce4f06de70981c863eb\" data-align=\"center\" tg-width=\"458\" tg-height=\"135\"/><span></span></p><blockquote><p style=\"text-align: left;\">电话会：AI时代“数据会复合增长”，物理AI正引爆硬盘需求，长协订单排至2031年。西部数据CEO表示，AI训练和推理工作负载会随时间共享和重用计算资源。然而，这些工作负载产生的数据都在持续积累。关于物理AI，训练所需的现实世界数据量是不够的，需要生成和存储合成数据集，这创造了存储需求的另一个驱动因素。客户对将LTA扩展到2031年的需求非常强劲，不仅未来EB级的需求，还为公司提供了定价杠杆。</p></blockquote><p style=\"text-align: justify;\"><strong>AppLovin盘后跌逾16%：<a href=\"https://laohu8.com/S/QTWO\">Q2</a>营收增53%仍小幅不及预期，Q3指引平淡引抛售</strong></p><p style=\"text-align: left;\">移动广告平台巨头AppLovin交出了一份利润猛增的成绩单，却遭遇了投资者的冷酷审判。该公司股价在盘后交易中暴跌，原因是其第二季度营收略低于市场预期，且给出的下一季度指引不够振奋人心。</p><p style=\"text-align: left;\">财报显示，截至6月30日的第二财季，AppLovin实现营收19.2亿美元，同比增长53%，但仍低于分析师此前普遍预计的19.4亿美元。调整后每股收益为3.76美元，微幅超出市场共识的3.75美元。净利润达到12.7亿美元，较去年同期的8.2亿美元大幅攀升55%;调整后EBITDA为16.1亿美元，同比增长58%，继续展现出强大的盈利能力。</p><p style=\"text-align: left;\">不过，令市场警惕的是，这份成绩单不仅没有跑赢华尔街预期，甚至低于AppLovin自己的内部指引。在随后的业绩电话会上，管理层将不及预期的核心原因归结为一个词：时机。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/601402135061da745ff476ec32fa4e07\" data-align=\"center\" tg-width=\"467\" tg-height=\"142\"/><span></span></p><p style=\"text-align: justify;\"><strong>eBay预测第三季度营收将表现强劲，高价值品类正推动业务增长势头</strong></p><p style=\"text-align: left;\">eBay周三预测第三季度营收将高于华尔街预期，公司正依托其在认证奢侈品、收藏品和翻新产品领域的布局，吸引更多高价值买家进入其在线市场。这是该公司驳回GameStop约560亿美元的非邀约收购要约 ——称其“既不可信也不具吸引力”——以来的首份财报。不过，GameStop首席执行官科恩（Ryan Cohen）表示，他计划继续寻求合并。eBay 进一步加码其“重点品类”，瞄准那些重视商品选择和专业服务的爱好者买家，这一战略使其在竞争对手中脱颖而出。以14亿美元收购时尚转售平台Depop的举措也带来了提振，不仅扩大了公司在年轻消费者中的覆盖范围，还巩固了其在快速增长的二手电商市场中的地位。该公司预计第三季度营收将在30.7亿美元至31.2亿美元之间，而分析师的预期为29.7亿美元。这家在线零售商的股价今年已上涨逾25%，在盘后交易中上涨2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5bca11269441e2105b114a046d3d4235\" data-align=\"center\" tg-width=\"465\" tg-height=\"128\"/><span></span></p><p style=\"text-align: justify;\"><strong>天弘科技盘后跌逾12%，宣布30亿美元股权融资交易</strong></p><p style=\"text-align: left;\">电子元器件制造商Celestica（天弘科技）宣布，为支持其客户群体多年期的需求，公司拟进行总额30亿美元的股权融资，以资助业务投资。公告提及全球AI基础设施建设带来的需求，预计募集资金净额将用于营运资金、支持资本支出投资，以及其他一般公司用途。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5160c0ac4c3edf40814d555a43264539\" data-align=\"center\" tg-width=\"462\" tg-height=\"125\"/><span></span></p><p style=\"text-align: justify;\"><strong>SoundHound AI盘后涨逾22%，Q2营收同比增长45%，上调全年业绩指引</strong></p><p style=\"text-align: justify;\"><span>全球语音与智能自主 AI企业 SoundHound AI第二季度总营收 6190 万美元，同比增长45%。基于第二季度强劲经营表现，公司上调 2026 全年营收指引，区间调整至 2.3 亿–2.6 亿美元。公司计划完成 LivePerson 收购交割后更新业绩指引，交割预计在 2026 年底前落地。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9424c0e2e3189d5c271740a4062f2ebe\" data-align=\"center\" tg-width=\"466\" tg-height=\"128\"/><span></span></p><p style=\"text-align: justify;\"><strong>Anthropic确认组建自研AI芯片团队，采用“多芯片”策略支撑Claude扩张</strong></p><p style=\"text-align: justify;\">Anthropic正在建立内部硅芯片团队，为Claude设计定制芯片，并将采用硬件与模型协同设计的方式，以提升Claude运行速度和效率，更好满足客户大规模部署需求。不过，Anthropic强调，自研芯片并不意味着放弃现有供应商，而是将采取“多芯片”策略，AWS、谷歌、英伟达和AMD提供的硬件仍将是其扩展算力的重要组成部分。</p><p style=\"text-align: justify;\"><strong>微软AI营收严重依赖OpenAI，营收占比或达70%</strong></p><p style=\"text-align: justify;\">截至今年6月的财年内，微软从OpenAI处录得241亿美元的收入。微软CEO此前曾表示，截至3月底，微软AI业务的年化收入达370亿美元。据此推算，微软实际AI收入中，有超过一半、很可能达到约70%来自OpenAI，这凸显出微软对OpenAI的依赖程度依然很高。</p><p style=\"text-align: justify;\">Meta推出首款AI编程智能体，正面挑战Anthropic与OpenAI。Meta发布首款AI编程智能体Muse Code，基于最新模型Muse Spark 1.2运行，支持规划、编写及验证代码等完整任务。产品以低价为核心竞争策略，&#34;贡献者档&#34;每百万输出token仅0.20美元，远低于Anthropic和OpenAI同类产品。</p><p style=\"text-align: justify;\"><strong>Anthropic确认组建芯片团队，自研AI芯片以降低对英伟达的依赖</strong></p><p style=\"text-align: justify;\">据媒体报道，随着旗下模型需求快速增长，人工智能（AI）公司Anthropic正在组建团队，开发自研AI芯片。根据一份招聘信息以及公司声明，Anthropic正在招聘工程师，为其Claude模型设计定制芯片。Anthropic一名发言人对媒体表示，公司正在组建内部半导体团队，为Claude设计专用芯片。这是Anthropic首次公开确认相关计划。据悉，Anthropic将协同设计硬件和AI模型，使Claude能够在“满足客户需求的规模下”运行得更快、更高效。</p><p style=\"text-align: justify;\"><strong><a href=\"https://laohu8.com/S/LLY\">礼来</a>凭爆款药物上调业绩目标，击退“减肥药降温”质疑</strong></p><p style=\"text-align: justify;\">礼来在最新的财报中上调了2026年销售指引，公司的减重药业务在第二季度表现远超预期，缓解了投资者对于“减肥药热潮正在降温”的担忧。礼来周三表示，公司预计2026年全年销售额将在850亿美元至870亿美元之间，高于此前预期。同时，公司第二季度调整后盈利和营收也均超过华尔街预期。糖尿病药物Mounjaro在该季度表现超过所有预期，随着覆盖全球更多市场，这款注射药物的销售额同比飙升91%。减肥药Zepbound同样超过华尔街预期，新推出的口服减肥药Foundayo也取得了强劲开局。</p><p style=\"text-align: justify;\"><strong>Meta推出首款AI编程智能体，主打低价挑战OpenAI与Anthropic</strong></p><p style=\"text-align: justify;\">Meta正式发布首款AI编程智能体Muse Code，将其定位为竞争对手产品的低价替代方案，此举标志着该公司正试图向Anthropic和OpenAI发起挑战。据悉，Muse Code是Meta人工智能负责人Alexandr Wang主导推出的最新重磅产品。Wang目前执掌Meta超级智能实验室，并负责公司基础模型的研发工作。Wang表示：“我们认为，对于大量工作流程和应用场景而言，这款产品都可能成为一个非常好的选择，尤其是在成本方面具有明显优势。”他透露，目前已有部分Meta员工开始在内部使用Muse Code，并预计内部使用规模将进一步扩大。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>今日关注</strong></h2><p style=\"text-align: justify;\">美国上周首次申请失业救济人数。</p><p style=\"text-align: justify;\">欧元区6月零售销售。</p><p style=\"text-align: justify;\">旧金山联储主席戴利、圣路易联储主席穆萨莱姆讲话。</p><p style=\"text-align: justify;\">SpaceX解禁潮将至，1160亿美元股票8月6日进入流通。</p><p style=\"text-align: left;\">---</p><p style=\"text-align: left;\"><strong>资料来源</strong> ：公开市场数据</p><p style=\"text-align: left;\"><strong>免责声明</strong> ：本内容仅供参考，不构成任何投资建议。</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>昨夜今晨｜道指再创新高！纳指受SpaceX重挫13%、AMD跌超7%拖累收低；闪迪盘后跌逾7%，AppLovin跌逾16%</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昨夜今晨｜道指再创新高！纳指受SpaceX重挫13%、AMD跌超7%拖累收低；闪迪盘后跌逾7%，AppLovin跌逾16%\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\">2026-08-06 07:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c265e4fed61f42bdd905660fb1b6b2e5\" data-align=\"center\" tg-width=\"1080\" tg-height=\"1920\"/><span></span></p><h2 style=\"text-align: left;\">01 股市</h2><p style=\"text-align: left;\">美东时间周三，美股三大指数收盘涨跌不一，受中东局势缓和的乐观情绪提振，道指续创新高。因SpaceX和<a href=\"https://laohu8.com/S/AMD\">AMD</a>在公布季度业绩后股价大挫，拖累科技板块表现，终结纳指连涨势头。</p><p style=\"text-align: left;\">截至收盘，道指上涨263.24点，涨幅为0.49%，报54349.12点；纳指跌221.55点，跌幅为0.83%，报26363.44点；标普500指数跌12.97点，跌幅为0.17%，报7723.55点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d0da68be9f7460dc5cdc5f2910db171\" data-align=\"center\" tg-width=\"910\" tg-height=\"147\"/><span></span></p><p style=\"text-align: left;\"><strong>【热门股表现】</strong>大型科技股涨跌不一 ，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨3.43%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨0.52%，<a href=\"https://laohu8.com/S/META\">Meta</a>涨0.14%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌1.09%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌1.72%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌1.77%。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌4.03%，该公司宣布对旗下人工智能(AI)部门进行重大调整，公司首席科学家杰夫·迪恩将在任职27年后离开<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>。</p><p style=\"text-align: justify;\">SpaceX公布上市后的首份财报，得益于星链卫星通信业务以及人工智能业务的快速增长，公司季度营收接近翻倍，同时经营亏损明显收窄。不过，由于投资者担忧公司能否长期维持人工智能相关投资的巨额支出，SpaceX股价大跌13.6%。</p><p style=\"text-align: justify;\">AMD预计下一季度营收将高于市场预期，反映出人工智能需求依然强劲，但该公司股价仍下跌7%。投资者希望看到更多证据，证明当前规模庞大的AI基础设施投资能够真正转化为更快的收入和利润增长。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/AMGN\">安进</a>股价上涨4.6%，为道指贡献超过100点涨幅。此前，该公司公布第二季度销售额同比增长9%。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/DIS\">迪士尼</a>股价上涨3.6%，此前该公司季度利润超过市场预期，也对道指形成支撑。</p><p style=\"text-align: justify;\">贵金属板块涨幅居前，<a href=\"https://laohu8.com/S/PAAS\">泛美白银</a>涨超7.4%，纽蒙特涨6.7%，金田涨超9.3%，<a href=\"https://laohu8.com/S/CDE\">科尔黛伦矿业</a>涨7.5%。</p><p style=\"text-align: justify;\">纳斯达克中国金龙指数收跌1.09%，热门中概股多数下跌，<a href=\"https://laohu8.com/S/KC\">金山云</a>跌4.2%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌2.2%，<a href=\"https://laohu8.com/S/NTES\">网易</a>跌1.8%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌1.3%，<a href=\"https://laohu8.com/S/BABA\">阿里</a>跌0.1%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨1.2%。</p><h2 style=\"text-align: left;\">02 其他市场</h2><p style=\"text-align: left;\">美国10年期国债收益率涨0.61个基点，报4.6188%。两年期美债收益率跌0.84个基点，报4.1833%。</p><p style=\"text-align: justify;\">现货黄金涨4.11%，报4245.39美元/盎司。现货白银涨4.12%，报62.0075美元/盎司。</p><p style=\"text-align: justify;\">WTI 9月原油期货收跌0.72%，报75.22美元/桶。布伦特10月原油期货收涨0.11%，报79.45美元/桶。</p><p style=\"text-align: justify;\">比特币一度突破6.5万美元，截至发稿涨0.67%，报64702.79美元；以太坊涨超1.7%，报1909美元。</p><h2 style=\"text-align: left;\">03 国际宏观</h2><p style=\"text-align: left;\"><strong>伊朗首次披露霍尔木兹新方案，称美国曾主动求谈、但仅履约不足以重开<a href=\"https://laohu8.com/S/002320\">海峡</a></strong></p><p style=\"text-align: left;\">伊朗副外长称，海峡相关安排应仅由伊朗和阿曼协商决定，伊方绝不接受任何外部势力介入；根据新安排，目前海峡内临时航道将被关闭，未来大量船舶将改经伊朗领海航行。报道称，与阿曼拟议协议赋予伊朗对驶入霍尔木兹海峡船只的控制权，这是迄今伊方获得的一大让步；伊朗拟向船舶收取货值5%-7%费用，阿曼提出收费约3%，美国反对任何收费。</p><p style=\"text-align: justify;\"><strong>特朗普扬言“猛烈打击”后，伊朗称霍尔木兹海峡不会立即开放</strong></p><p style=\"text-align: justify;\">伊朗方面称，与阿曼的谈判仅涉及船舶通行协调，无关美国，霍尔木兹海峡重新开放仍取决于美国纠正其“违规行为”。此前特朗普称海峡将“很快”开放，否则伊朗将遭“猛烈打击”。</p><p style=\"text-align: justify;\"><strong>按兵不动！美财政部维持季度发债规模不变，40万亿美元债务压力逼近</strong></p><p style=\"text-align: justify;\">美国财政部最新再融资声明维持附息国债拍卖规模不变，但将未来发行表述由“增加”改为“调整”，为政策转向预留灵活性。本季借贷预估上调至7390亿美元，联邦债务总额即将突破40万亿美元。财政部继续依赖短期国库券填补缺口，使融资成本对利率更敏感。市场担忧拖延调整或引发未来更剧烈的长债发行冲击。</p><p style=\"text-align: justify;\"><strong>美联储理事Cook：通胀若未见降温，已准备好加息</strong></p><p style=\"text-align: justify;\">美联储理事Lisa Cook重申加息立场，警告若通胀持续无法回落，政策收紧在所难免。她强调，通胀长期偏离2%目标将导致高通胀预期固化于企业定价与工资行为，纠正难度将大幅上升。尽管承认关税消退、油价走低等潜在缓和因素，Cook表示这不足以改变政策优先级。</p><p style=\"text-align: justify;\"><strong>美联储今年票委呼吁现在加息：别等通胀失控再“猛踩刹车”，今年三次加息并非不可能</strong></p><p style=\"text-align: justify;\">卡什卡利认为，美国经济和就业市场依然强劲，当前利率限制性不足，通胀距离2%目标仍有距离，因此应尽早以渐进方式启动加息，而非等到通胀根深蒂固后被迫激进收紧。他强调支持渐进式加息，但未承诺最早于9月行动。</p><p style=\"text-align: justify;\"><strong>“小非农”不及预期！美国7月ADP就业仅增4.4万人，创年内最低，周五非农数据成关键</strong></p><p style=\"text-align: justify;\">美国7月ADP私人部门新增就业仅4.4万人，创年内新低且低于预期，商品生产部门承压，显示劳动力市场降温。然而，跳槽员工薪资同比强劲增长7%，表明结构性紧张犹存。市场正关注周五非农数据，若走势一致，将印证就业稳健，为美联储继续聚焦抗通胀提供支撑。</p><p style=\"text-align: justify;\"><strong>美国7月ISM服务业PMI持续扩张，需求韧性犹存但滞胀风险升温</strong></p><p style=\"text-align: justify;\">美国7月ISM服务业指数升至54.1，较6月小幅上升0.1点，低于预期的54.5。新订单指数超预期升至57.2，支付价格指数超预期升至70.3，就业指数不及预期降至47.4，跌入收缩区间，成本上升与就业收缩，呈现出一定“滞胀”特征。</p><h2 style=\"text-align: left;\">04 公司新闻</h2><p style=\"text-align: left;\"><strong>AI需求力挺<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>上季营收超预期增近四倍，拟豪掷140亿回购，但本季指引逊色</strong></p><p style=\"text-align: left;\">第四财季，闪迪营收、EPS和毛利率均创单季新高，EPS较分析师预期高逾10%，毛利率超预期升至84.6%、为一年前的三倍多；数据中心收入同比增近13倍、环比翻一倍，最大收入源边缘计算业务收入同比增近四倍，消费业务收入同比降5%；全财年营收较上年增长175%。第一财季营收指引中值同比增359%、仍较分析师预期低5.5%，EPS指引中值略低于预期，毛利率指引大致持平前季。股价盘后跌超7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8db61dc7195a66c7ac70e34ae543a17\" data-align=\"center\" tg-width=\"469\" tg-height=\"135\"/><span></span></p><blockquote><p style=\"text-align: left;\">闪迪电话会称客户订单锁定未来四年，最大客户签约后还在追加需求。闪迪披露，通过在推进的新商业模式（NBM）协议，八大客户锁定未来多年供应，协议覆盖2027财年超过50%的供应，覆盖2028财年约三分之二供应；NBM协议预计最低收入939亿美元，客户违约保障165亿美元；高带宽闪存（HBF）进入与客户深度讨论阶段；预计2026年全球NAND市场规模超3000亿美元、数据中心占一半，2027年规模接近5000亿美元。</p></blockquote><p style=\"text-align: justify;\"><strong><a href=\"https://laohu8.com/S/WDC\">西部数据</a>大跌，第四财季营收、利润超预期，业绩指引令市场失望</strong></p><p style=\"text-align: justify;\">西部数据第四财季营收37.47亿美元，同比增长44%，高于预期的36.8亿美元；净利润暴增逾12倍，调整后EPS达3.56美元，超过预期的3.31美元。预计2027财年第一季度营收40-42亿美元，中值41亿美元，同样高于预期的40.6亿美元。但在公司连续多个季度超预期，股价大幅上涨的背景下，市场显然期待更大幅的“超预期”。股价盘后大跌11%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c6d127421bbedce4f06de70981c863eb\" data-align=\"center\" tg-width=\"458\" tg-height=\"135\"/><span></span></p><blockquote><p style=\"text-align: left;\">电话会：AI时代“数据会复合增长”，物理AI正引爆硬盘需求，长协订单排至2031年。西部数据CEO表示，AI训练和推理工作负载会随时间共享和重用计算资源。然而，这些工作负载产生的数据都在持续积累。关于物理AI，训练所需的现实世界数据量是不够的，需要生成和存储合成数据集，这创造了存储需求的另一个驱动因素。客户对将LTA扩展到2031年的需求非常强劲，不仅未来EB级的需求，还为公司提供了定价杠杆。</p></blockquote><p style=\"text-align: justify;\"><strong>AppLovin盘后跌逾16%：<a href=\"https://laohu8.com/S/QTWO\">Q2</a>营收增53%仍小幅不及预期，Q3指引平淡引抛售</strong></p><p style=\"text-align: left;\">移动广告平台巨头AppLovin交出了一份利润猛增的成绩单，却遭遇了投资者的冷酷审判。该公司股价在盘后交易中暴跌，原因是其第二季度营收略低于市场预期，且给出的下一季度指引不够振奋人心。</p><p style=\"text-align: left;\">财报显示，截至6月30日的第二财季，AppLovin实现营收19.2亿美元，同比增长53%，但仍低于分析师此前普遍预计的19.4亿美元。调整后每股收益为3.76美元，微幅超出市场共识的3.75美元。净利润达到12.7亿美元，较去年同期的8.2亿美元大幅攀升55%;调整后EBITDA为16.1亿美元，同比增长58%，继续展现出强大的盈利能力。</p><p style=\"text-align: left;\">不过，令市场警惕的是，这份成绩单不仅没有跑赢华尔街预期，甚至低于AppLovin自己的内部指引。在随后的业绩电话会上，管理层将不及预期的核心原因归结为一个词：时机。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/601402135061da745ff476ec32fa4e07\" data-align=\"center\" tg-width=\"467\" tg-height=\"142\"/><span></span></p><p style=\"text-align: justify;\"><strong>eBay预测第三季度营收将表现强劲，高价值品类正推动业务增长势头</strong></p><p style=\"text-align: left;\">eBay周三预测第三季度营收将高于华尔街预期，公司正依托其在认证奢侈品、收藏品和翻新产品领域的布局，吸引更多高价值买家进入其在线市场。这是该公司驳回GameStop约560亿美元的非邀约收购要约 ——称其“既不可信也不具吸引力”——以来的首份财报。不过，GameStop首席执行官科恩（Ryan Cohen）表示，他计划继续寻求合并。eBay 进一步加码其“重点品类”，瞄准那些重视商品选择和专业服务的爱好者买家，这一战略使其在竞争对手中脱颖而出。以14亿美元收购时尚转售平台Depop的举措也带来了提振，不仅扩大了公司在年轻消费者中的覆盖范围，还巩固了其在快速增长的二手电商市场中的地位。该公司预计第三季度营收将在30.7亿美元至31.2亿美元之间，而分析师的预期为29.7亿美元。这家在线零售商的股价今年已上涨逾25%，在盘后交易中上涨2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5bca11269441e2105b114a046d3d4235\" data-align=\"center\" tg-width=\"465\" tg-height=\"128\"/><span></span></p><p style=\"text-align: justify;\"><strong>天弘科技盘后跌逾12%，宣布30亿美元股权融资交易</strong></p><p style=\"text-align: left;\">电子元器件制造商Celestica（天弘科技）宣布，为支持其客户群体多年期的需求，公司拟进行总额30亿美元的股权融资，以资助业务投资。公告提及全球AI基础设施建设带来的需求，预计募集资金净额将用于营运资金、支持资本支出投资，以及其他一般公司用途。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5160c0ac4c3edf40814d555a43264539\" data-align=\"center\" tg-width=\"462\" tg-height=\"125\"/><span></span></p><p style=\"text-align: justify;\"><strong>SoundHound AI盘后涨逾22%，Q2营收同比增长45%，上调全年业绩指引</strong></p><p style=\"text-align: justify;\"><span>全球语音与智能自主 AI企业 SoundHound AI第二季度总营收 6190 万美元，同比增长45%。基于第二季度强劲经营表现，公司上调 2026 全年营收指引，区间调整至 2.3 亿–2.6 亿美元。公司计划完成 LivePerson 收购交割后更新业绩指引，交割预计在 2026 年底前落地。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9424c0e2e3189d5c271740a4062f2ebe\" data-align=\"center\" tg-width=\"466\" tg-height=\"128\"/><span></span></p><p style=\"text-align: justify;\"><strong>Anthropic确认组建自研AI芯片团队，采用“多芯片”策略支撑Claude扩张</strong></p><p style=\"text-align: justify;\">Anthropic正在建立内部硅芯片团队，为Claude设计定制芯片，并将采用硬件与模型协同设计的方式，以提升Claude运行速度和效率，更好满足客户大规模部署需求。不过，Anthropic强调，自研芯片并不意味着放弃现有供应商，而是将采取“多芯片”策略，AWS、谷歌、英伟达和AMD提供的硬件仍将是其扩展算力的重要组成部分。</p><p style=\"text-align: justify;\"><strong>微软AI营收严重依赖OpenAI，营收占比或达70%</strong></p><p style=\"text-align: justify;\">截至今年6月的财年内，微软从OpenAI处录得241亿美元的收入。微软CEO此前曾表示，截至3月底，微软AI业务的年化收入达370亿美元。据此推算，微软实际AI收入中，有超过一半、很可能达到约70%来自OpenAI，这凸显出微软对OpenAI的依赖程度依然很高。</p><p style=\"text-align: justify;\">Meta推出首款AI编程智能体，正面挑战Anthropic与OpenAI。Meta发布首款AI编程智能体Muse Code，基于最新模型Muse Spark 1.2运行，支持规划、编写及验证代码等完整任务。产品以低价为核心竞争策略，&#34;贡献者档&#34;每百万输出token仅0.20美元，远低于Anthropic和OpenAI同类产品。</p><p style=\"text-align: justify;\"><strong>Anthropic确认组建芯片团队，自研AI芯片以降低对英伟达的依赖</strong></p><p style=\"text-align: justify;\">据媒体报道，随着旗下模型需求快速增长，人工智能（AI）公司Anthropic正在组建团队，开发自研AI芯片。根据一份招聘信息以及公司声明，Anthropic正在招聘工程师，为其Claude模型设计定制芯片。Anthropic一名发言人对媒体表示，公司正在组建内部半导体团队，为Claude设计专用芯片。这是Anthropic首次公开确认相关计划。据悉，Anthropic将协同设计硬件和AI模型，使Claude能够在“满足客户需求的规模下”运行得更快、更高效。</p><p style=\"text-align: justify;\"><strong><a href=\"https://laohu8.com/S/LLY\">礼来</a>凭爆款药物上调业绩目标，击退“减肥药降温”质疑</strong></p><p style=\"text-align: justify;\">礼来在最新的财报中上调了2026年销售指引，公司的减重药业务在第二季度表现远超预期，缓解了投资者对于“减肥药热潮正在降温”的担忧。礼来周三表示，公司预计2026年全年销售额将在850亿美元至870亿美元之间，高于此前预期。同时，公司第二季度调整后盈利和营收也均超过华尔街预期。糖尿病药物Mounjaro在该季度表现超过所有预期，随着覆盖全球更多市场，这款注射药物的销售额同比飙升91%。减肥药Zepbound同样超过华尔街预期，新推出的口服减肥药Foundayo也取得了强劲开局。</p><p style=\"text-align: justify;\"><strong>Meta推出首款AI编程智能体，主打低价挑战OpenAI与Anthropic</strong></p><p style=\"text-align: justify;\">Meta正式发布首款AI编程智能体Muse Code，将其定位为竞争对手产品的低价替代方案，此举标志着该公司正试图向Anthropic和OpenAI发起挑战。据悉，Muse Code是Meta人工智能负责人Alexandr Wang主导推出的最新重磅产品。Wang目前执掌Meta超级智能实验室，并负责公司基础模型的研发工作。Wang表示：“我们认为，对于大量工作流程和应用场景而言，这款产品都可能成为一个非常好的选择，尤其是在成本方面具有明显优势。”他透露，目前已有部分Meta员工开始在内部使用Muse Code，并预计内部使用规模将进一步扩大。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>今日关注</strong></h2><p style=\"text-align: justify;\">美国上周首次申请失业救济人数。</p><p style=\"text-align: justify;\">欧元区6月零售销售。</p><p style=\"text-align: justify;\">旧金山联储主席戴利、圣路易联储主席穆萨莱姆讲话。</p><p style=\"text-align: justify;\">SpaceX解禁潮将至，1160亿美元股票8月6日进入流通。</p><p style=\"text-align: left;\">---</p><p style=\"text-align: left;\"><strong>资料来源</strong> ：公开市场数据</p><p style=\"text-align: left;\"><strong>免责声明</strong> ：本内容仅供参考，不构成任何投资建议。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"159659":"纳指","LU1223082519.USD":"SCHRODER ISF GLOBAL GOLD \"A\" (USD) INC AV","SCHG":"Schwab U.S. Large -Cap Growth ET","WISE":"THEMES GENERATIVE ARTIFICIAL INTELLIGENCE 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SGD-H"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130267269","content_text":"01 股市美东时间周三，美股三大指数收盘涨跌不一，受中东局势缓和的乐观情绪提振，道指续创新高。因SpaceX和AMD在公布季度业绩后股价大挫，拖累科技板块表现，终结纳指连涨势头。截至收盘，道指上涨263.24点，涨幅为0.49%，报54349.12点；纳指跌221.55点，跌幅为0.83%，报26363.44点；标普500指数跌12.97点，跌幅为0.17%，报7723.55点。【热门股表现】大型科技股涨跌不一 ，英伟达涨3.43%，苹果涨0.52%，Meta涨0.14%，微软跌1.09%，亚马逊跌1.72%，特斯拉跌1.77%。谷歌A跌4.03%，该公司宣布对旗下人工智能(AI)部门进行重大调整，公司首席科学家杰夫·迪恩将在任职27年后离开谷歌。SpaceX公布上市后的首份财报，得益于星链卫星通信业务以及人工智能业务的快速增长，公司季度营收接近翻倍，同时经营亏损明显收窄。不过，由于投资者担忧公司能否长期维持人工智能相关投资的巨额支出，SpaceX股价大跌13.6%。AMD预计下一季度营收将高于市场预期，反映出人工智能需求依然强劲，但该公司股价仍下跌7%。投资者希望看到更多证据，证明当前规模庞大的AI基础设施投资能够真正转化为更快的收入和利润增长。安进股价上涨4.6%，为道指贡献超过100点涨幅。此前，该公司公布第二季度销售额同比增长9%。迪士尼股价上涨3.6%，此前该公司季度利润超过市场预期，也对道指形成支撑。贵金属板块涨幅居前，泛美白银涨超7.4%，纽蒙特涨6.7%，金田涨超9.3%，科尔黛伦矿业涨7.5%。纳斯达克中国金龙指数收跌1.09%，热门中概股多数下跌，金山云跌4.2%，哔哩哔哩跌2.2%，网易跌1.8%，京东跌1.3%，阿里跌0.1%，新东方涨1.2%。02 其他市场美国10年期国债收益率涨0.61个基点，报4.6188%。两年期美债收益率跌0.84个基点，报4.1833%。现货黄金涨4.11%，报4245.39美元/盎司。现货白银涨4.12%，报62.0075美元/盎司。WTI 9月原油期货收跌0.72%，报75.22美元/桶。布伦特10月原油期货收涨0.11%，报79.45美元/桶。比特币一度突破6.5万美元，截至发稿涨0.67%，报64702.79美元；以太坊涨超1.7%，报1909美元。03 国际宏观伊朗首次披露霍尔木兹新方案，称美国曾主动求谈、但仅履约不足以重开海峡伊朗副外长称，海峡相关安排应仅由伊朗和阿曼协商决定，伊方绝不接受任何外部势力介入；根据新安排，目前海峡内临时航道将被关闭，未来大量船舶将改经伊朗领海航行。报道称，与阿曼拟议协议赋予伊朗对驶入霍尔木兹海峡船只的控制权，这是迄今伊方获得的一大让步；伊朗拟向船舶收取货值5%-7%费用，阿曼提出收费约3%，美国反对任何收费。特朗普扬言“猛烈打击”后，伊朗称霍尔木兹海峡不会立即开放伊朗方面称，与阿曼的谈判仅涉及船舶通行协调，无关美国，霍尔木兹海峡重新开放仍取决于美国纠正其“违规行为”。此前特朗普称海峡将“很快”开放，否则伊朗将遭“猛烈打击”。按兵不动！美财政部维持季度发债规模不变，40万亿美元债务压力逼近美国财政部最新再融资声明维持附息国债拍卖规模不变，但将未来发行表述由“增加”改为“调整”，为政策转向预留灵活性。本季借贷预估上调至7390亿美元，联邦债务总额即将突破40万亿美元。财政部继续依赖短期国库券填补缺口，使融资成本对利率更敏感。市场担忧拖延调整或引发未来更剧烈的长债发行冲击。美联储理事Cook：通胀若未见降温，已准备好加息美联储理事Lisa Cook重申加息立场，警告若通胀持续无法回落，政策收紧在所难免。她强调，通胀长期偏离2%目标将导致高通胀预期固化于企业定价与工资行为，纠正难度将大幅上升。尽管承认关税消退、油价走低等潜在缓和因素，Cook表示这不足以改变政策优先级。美联储今年票委呼吁现在加息：别等通胀失控再“猛踩刹车”，今年三次加息并非不可能卡什卡利认为，美国经济和就业市场依然强劲，当前利率限制性不足，通胀距离2%目标仍有距离，因此应尽早以渐进方式启动加息，而非等到通胀根深蒂固后被迫激进收紧。他强调支持渐进式加息，但未承诺最早于9月行动。“小非农”不及预期！美国7月ADP就业仅增4.4万人，创年内最低，周五非农数据成关键美国7月ADP私人部门新增就业仅4.4万人，创年内新低且低于预期，商品生产部门承压，显示劳动力市场降温。然而，跳槽员工薪资同比强劲增长7%，表明结构性紧张犹存。市场正关注周五非农数据，若走势一致，将印证就业稳健，为美联储继续聚焦抗通胀提供支撑。美国7月ISM服务业PMI持续扩张，需求韧性犹存但滞胀风险升温美国7月ISM服务业指数升至54.1，较6月小幅上升0.1点，低于预期的54.5。新订单指数超预期升至57.2，支付价格指数超预期升至70.3，就业指数不及预期降至47.4，跌入收缩区间，成本上升与就业收缩，呈现出一定“滞胀”特征。04 公司新闻AI需求力挺闪迪上季营收超预期增近四倍，拟豪掷140亿回购，但本季指引逊色第四财季，闪迪营收、EPS和毛利率均创单季新高，EPS较分析师预期高逾10%，毛利率超预期升至84.6%、为一年前的三倍多；数据中心收入同比增近13倍、环比翻一倍，最大收入源边缘计算业务收入同比增近四倍，消费业务收入同比降5%；全财年营收较上年增长175%。第一财季营收指引中值同比增359%、仍较分析师预期低5.5%，EPS指引中值略低于预期，毛利率指引大致持平前季。股价盘后跌超7%。闪迪电话会称客户订单锁定未来四年，最大客户签约后还在追加需求。闪迪披露，通过在推进的新商业模式（NBM）协议，八大客户锁定未来多年供应，协议覆盖2027财年超过50%的供应，覆盖2028财年约三分之二供应；NBM协议预计最低收入939亿美元，客户违约保障165亿美元；高带宽闪存（HBF）进入与客户深度讨论阶段；预计2026年全球NAND市场规模超3000亿美元、数据中心占一半，2027年规模接近5000亿美元。西部数据大跌，第四财季营收、利润超预期，业绩指引令市场失望西部数据第四财季营收37.47亿美元，同比增长44%，高于预期的36.8亿美元；净利润暴增逾12倍，调整后EPS达3.56美元，超过预期的3.31美元。预计2027财年第一季度营收40-42亿美元，中值41亿美元，同样高于预期的40.6亿美元。但在公司连续多个季度超预期，股价大幅上涨的背景下，市场显然期待更大幅的“超预期”。股价盘后大跌11%。电话会：AI时代“数据会复合增长”，物理AI正引爆硬盘需求，长协订单排至2031年。西部数据CEO表示，AI训练和推理工作负载会随时间共享和重用计算资源。然而，这些工作负载产生的数据都在持续积累。关于物理AI，训练所需的现实世界数据量是不够的，需要生成和存储合成数据集，这创造了存储需求的另一个驱动因素。客户对将LTA扩展到2031年的需求非常强劲，不仅未来EB级的需求，还为公司提供了定价杠杆。AppLovin盘后跌逾16%：Q2营收增53%仍小幅不及预期，Q3指引平淡引抛售移动广告平台巨头AppLovin交出了一份利润猛增的成绩单，却遭遇了投资者的冷酷审判。该公司股价在盘后交易中暴跌，原因是其第二季度营收略低于市场预期，且给出的下一季度指引不够振奋人心。财报显示，截至6月30日的第二财季，AppLovin实现营收19.2亿美元，同比增长53%，但仍低于分析师此前普遍预计的19.4亿美元。调整后每股收益为3.76美元，微幅超出市场共识的3.75美元。净利润达到12.7亿美元，较去年同期的8.2亿美元大幅攀升55%;调整后EBITDA为16.1亿美元，同比增长58%，继续展现出强大的盈利能力。不过，令市场警惕的是，这份成绩单不仅没有跑赢华尔街预期，甚至低于AppLovin自己的内部指引。在随后的业绩电话会上，管理层将不及预期的核心原因归结为一个词：时机。eBay预测第三季度营收将表现强劲，高价值品类正推动业务增长势头eBay周三预测第三季度营收将高于华尔街预期，公司正依托其在认证奢侈品、收藏品和翻新产品领域的布局，吸引更多高价值买家进入其在线市场。这是该公司驳回GameStop约560亿美元的非邀约收购要约 ——称其“既不可信也不具吸引力”——以来的首份财报。不过，GameStop首席执行官科恩（Ryan Cohen）表示，他计划继续寻求合并。eBay 进一步加码其“重点品类”，瞄准那些重视商品选择和专业服务的爱好者买家，这一战略使其在竞争对手中脱颖而出。以14亿美元收购时尚转售平台Depop的举措也带来了提振，不仅扩大了公司在年轻消费者中的覆盖范围，还巩固了其在快速增长的二手电商市场中的地位。该公司预计第三季度营收将在30.7亿美元至31.2亿美元之间，而分析师的预期为29.7亿美元。这家在线零售商的股价今年已上涨逾25%，在盘后交易中上涨2%。天弘科技盘后跌逾12%，宣布30亿美元股权融资交易电子元器件制造商Celestica（天弘科技）宣布，为支持其客户群体多年期的需求，公司拟进行总额30亿美元的股权融资，以资助业务投资。公告提及全球AI基础设施建设带来的需求，预计募集资金净额将用于营运资金、支持资本支出投资，以及其他一般公司用途。SoundHound AI盘后涨逾22%，Q2营收同比增长45%，上调全年业绩指引全球语音与智能自主 AI企业 SoundHound AI第二季度总营收 6190 万美元，同比增长45%。基于第二季度强劲经营表现，公司上调 2026 全年营收指引，区间调整至 2.3 亿–2.6 亿美元。公司计划完成 LivePerson 收购交割后更新业绩指引，交割预计在 2026 年底前落地。Anthropic确认组建自研AI芯片团队，采用“多芯片”策略支撑Claude扩张Anthropic正在建立内部硅芯片团队，为Claude设计定制芯片，并将采用硬件与模型协同设计的方式，以提升Claude运行速度和效率，更好满足客户大规模部署需求。不过，Anthropic强调，自研芯片并不意味着放弃现有供应商，而是将采取“多芯片”策略，AWS、谷歌、英伟达和AMD提供的硬件仍将是其扩展算力的重要组成部分。微软AI营收严重依赖OpenAI，营收占比或达70%截至今年6月的财年内，微软从OpenAI处录得241亿美元的收入。微软CEO此前曾表示，截至3月底，微软AI业务的年化收入达370亿美元。据此推算，微软实际AI收入中，有超过一半、很可能达到约70%来自OpenAI，这凸显出微软对OpenAI的依赖程度依然很高。Meta推出首款AI编程智能体，正面挑战Anthropic与OpenAI。Meta发布首款AI编程智能体Muse Code，基于最新模型Muse Spark 1.2运行，支持规划、编写及验证代码等完整任务。产品以低价为核心竞争策略，\"贡献者档\"每百万输出token仅0.20美元，远低于Anthropic和OpenAI同类产品。Anthropic确认组建芯片团队，自研AI芯片以降低对英伟达的依赖据媒体报道，随着旗下模型需求快速增长，人工智能（AI）公司Anthropic正在组建团队，开发自研AI芯片。根据一份招聘信息以及公司声明，Anthropic正在招聘工程师，为其Claude模型设计定制芯片。Anthropic一名发言人对媒体表示，公司正在组建内部半导体团队，为Claude设计专用芯片。这是Anthropic首次公开确认相关计划。据悉，Anthropic将协同设计硬件和AI模型，使Claude能够在“满足客户需求的规模下”运行得更快、更高效。礼来凭爆款药物上调业绩目标，击退“减肥药降温”质疑礼来在最新的财报中上调了2026年销售指引，公司的减重药业务在第二季度表现远超预期，缓解了投资者对于“减肥药热潮正在降温”的担忧。礼来周三表示，公司预计2026年全年销售额将在850亿美元至870亿美元之间，高于此前预期。同时，公司第二季度调整后盈利和营收也均超过华尔街预期。糖尿病药物Mounjaro在该季度表现超过所有预期，随着覆盖全球更多市场，这款注射药物的销售额同比飙升91%。减肥药Zepbound同样超过华尔街预期，新推出的口服减肥药Foundayo也取得了强劲开局。Meta推出首款AI编程智能体，主打低价挑战OpenAI与AnthropicMeta正式发布首款AI编程智能体Muse Code，将其定位为竞争对手产品的低价替代方案，此举标志着该公司正试图向Anthropic和OpenAI发起挑战。据悉，Muse Code是Meta人工智能负责人Alexandr Wang主导推出的最新重磅产品。Wang目前执掌Meta超级智能实验室，并负责公司基础模型的研发工作。Wang表示：“我们认为，对于大量工作流程和应用场景而言，这款产品都可能成为一个非常好的选择，尤其是在成本方面具有明显优势。”他透露，目前已有部分Meta员工开始在内部使用Muse Code，并预计内部使用规模将进一步扩大。今日关注美国上周首次申请失业救济人数。欧元区6月零售销售。旧金山联储主席戴利、圣路易联储主席穆萨莱姆讲话。SpaceX解禁潮将至，1160亿美元股票8月6日进入流通。---资料来源 ：公开市场数据免责声明 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07:29","market":"us","language":"zh","title":"加息箭在弦上！沃什与债市达成共识：美联储抗通胀远未结束","url":"https://stock-news.laohu8.com/highlight/detail?id=2652268930","media":"智通财经","summary":"债券交易员与美联储主席凯文·沃什在一个关键问题上达成共识：美联储抗击通胀的行动似乎仍远未结束。美伊停火协议破裂后，油价再度上涨。沃什此后释放信号称，他渴望维持美联储的政治独立性，不会向特朗普的压力让步。在上月作为主席的首次会后新闻发布会上，沃什反复强调需要压低通胀。美债收益率的广泛上升反过来推高了抵押贷款和其他各类贷款的成本，通过给经济踩刹车，替美联储完成了一部分工作。","content":"<html><head></head><body><p style=\"text-align: left;\">债券交易员与美联储主席凯文·沃什在一个关键问题上达成共识：美联储抗击通胀的行动似乎仍远未结束。</p><p style=\"text-align: left;\">美国劳工部报告显示，6月美国消费者价格出现2020年以来首次环比下跌，金融市场对此松了一口气——上周投资者迅速平仓了&#34;美联储可能在本月下旬开始加息&#34;的押注。</p><p style=\"text-align: left;\">但这很可能只是暂时的喘息。美伊停火协议破裂后，油价再度上涨。尽管泡沫担忧冲击了部分科技股，人工智能领域的巨额支出仍在持续向经济注入刺激。而两个月前接任美联储主席的沃什已明确表示，央行的首要任务是压低通胀——过去五年来，通胀一直卡在2%的年度目标之上。</p><p style=\"text-align: left;\">因此，交易员仍预期美联储几乎肯定会在年底前启动加息，最早可能就在9月。</p><p style=\"text-align: left;\">哥伦比亚Threadneedle投资组合经理埃德·阿尔-侯赛尼表示，&#34;如果你什么都不做，你有信心通胀会回到2%或2.5%吗？答案是没有，&#34;他押注长期债券将跑赢短期票据，这一头寸将从更鹰派的央行立场中受益。&#34;美联储应该会更安心地加息，而不必像以前那样担心下行风险。&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/767324a1ca096a4e51214eb7e5ece1ca\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span>债券交易员预计美联储即将加息</span></p><p style=\"text-align: left;\">自去年12月最后一次降息以来，美联储一直维持货币政策稳定——当时就业市场从2月的低迷中反弹，而特朗普对伊朗发动的战争给全球经济带来了新一轮通胀冲击。这两大变化打破了此前普遍存在的预期，即即便特朗普任命沃什取代鲍威尔——总统曾多次攻击鲍威尔未能更快降低借贷成本——美联储也会恢复降息。</p><p style=\"text-align: left;\">沃什此后释放信号称，他渴望维持美联储的政治独立性，不会向特朗普的压力让步。</p><p style=\"text-align: left;\">在上月作为主席的首次会后新闻发布会上，沃什反复强调需要压低通胀。上周在国会山他再次强化了这一信息，称6月消费者价格指数数据并不意味着美联储的使命已经完成。另外三位地方联储主席——杰夫·施密德、洛丽·洛根和贝丝·哈马克——也表达了类似基调。</p><p style=\"text-align: left;\">虽然交易员目前认为7月加息的可能性很小，但他们仍押注9月或10月加息25个基点的概率很高，并视12月前加息为几乎板上钉钉。</p><p style=\"text-align: left;\">即便如此，对金融市场的影响可能相对温和，因为美债收益率已因预期提前攀升。自2月底以来，2年期美债收益率跳升约四分之三个百分点至近4.2%，远高于美联储利率所在的3.5%-3.75%区间。</p><p style=\"text-align: left;\">美债收益率的广泛上升反过来推高了抵押贷款和其他各类贷款的成本，通过给经济踩刹车，替美联储完成了一部分工作。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/BLK\">贝莱德</a>180亿美元总回报基金联席经理 Chi Chen 表示，&#34;如果我们对下半年通胀走低、增长放缓的判断是对的，那么市场正在为美联储定价一条比我们预期更鹰派的路径，&#34;&#34;美联储可能会继续停留在鹰派区间，等待数据最终缓和下来。&#34;</p><p style=\"text-align: left;\">因此，她所在的公司看好中等期限和短期限债券——这类债券的收益率在伊朗战争后的抛售中曾走高。&#34;估值肯定比之前更有吸引力了。&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/473cd04b7c04773c8201cf765e7724c6\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span>两年期国债收益率升至美联储政策利率以上</span></p><p style=\"text-align: left;\">沃什尚未透露美联储何时行动，并且倾向于弱化央行关于利率走向的前瞻指引，理由是这种指引可能让政策制定者陷入被动、不愿改变方向。本周美联储官员也不会有太多新数据或评论发布，因为他们正进入7月28日开始的两天会议前的常规缄默期。</p><p style=\"text-align: left;\">策略师Edward Harrison表示，如果美联储无法把通胀打下来，其抗通胀的&#34;手段&#34;也不会给投资者带来分红。随着收益率曲线持续变陡、长端实际收益率未见回落，周二的国债上涨看起来仍不祥地像一次&#34;释然反弹&#34;。</p><p style=\"text-align: left;\">美国银行的经济学家预计美联储将在9月、10月和12月会议上连续加息。在6月CPI数据公布后，他们在给客户的报告中表示，鉴于通胀仍远高于美联储目标，&#34;我们需要再看到几次这样的数据，才会重新考虑当前的判断。&#34;</p><p style=\"text-align: left;\">哥伦比亚Threadneedle基金经理阿尔-侯赛尼表示，局面不明朗的情况下，应采取谨慎立场，不要重仓押注那些受美联储行动影响较大的头寸。&#34;现在不是伸脖子的时候，&#34;他表示。</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>加息箭在弦上！沃什与债市达成共识：美联储抗通胀远未结束</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1469462.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/42d623bf2f962cffafc93d5db7d45f9c","relate_stocks":{"MYCN":"SPDR SSGA My2034 Corporate Bond ETF","EDGF":"3EDGE Dynamic Fixed Income ETF","NGHT":"Nicholas Bitcoin and Treasuries AfterDark ETF","VGIT":"中期国债ETF-Vanguard","VCSH":"美国短期公司债-Vanguard","LQD":"债券指数ETF-iShares iBoxx投资级公司债","GBIL":"Goldman Sachs Access Treasury 0-1 Year ETF","IEF":"债券指数ETF-iShares Barclays 7-10年","VCIT":"美国中期公司债-Vanguard","JPST":"JPMorgan Ultra-Short Income ETF","WAMA":"WisdomTree U.S. Adaptive Moving Average Fund","TMF":"3倍做多20年期以上国债ETF-Direxion","FAZ":"三倍做空金融ETF-Direxion","VGLT":"美国长期国债ETF-Vanguard","RULE":"Adaptive Core ETF","BSV":"短期国债指数ETF-Vanguard","HMOP":"Hartford Municipal Opportunities ETF","DBND":"DoubleLine Opportunistic Bond ETF","UDN":"做空美元指数-PowerShares","SGOV":"iShares 0-3 Month Treasury Bond ETF","UNIY":"WISDOMTREE VOYA 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Chi Chen 表示，\"如果我们对下半年通胀走低、增长放缓的判断是对的，那么市场正在为美联储定价一条比我们预期更鹰派的路径，\"\"美联储可能会继续停留在鹰派区间，等待数据最终缓和下来。\"因此，她所在的公司看好中等期限和短期限债券——这类债券的收益率在伊朗战争后的抛售中曾走高。\"估值肯定比之前更有吸引力了。\"两年期国债收益率升至美联储政策利率以上沃什尚未透露美联储何时行动，并且倾向于弱化央行关于利率走向的前瞻指引，理由是这种指引可能让政策制定者陷入被动、不愿改变方向。本周美联储官员也不会有太多新数据或评论发布，因为他们正进入7月28日开始的两天会议前的常规缄默期。策略师Edward Harrison表示，如果美联储无法把通胀打下来，其抗通胀的\"手段\"也不会给投资者带来分红。随着收益率曲线持续变陡、长端实际收益率未见回落，周二的国债上涨看起来仍不祥地像一次\"释然反弹\"。美国银行的经济学家预计美联储将在9月、10月和12月会议上连续加息。在6月CPI数据公布后，他们在给客户的报告中表示，鉴于通胀仍远高于美联储目标，\"我们需要再看到几次这样的数据，才会重新考虑当前的判断。\"哥伦比亚Threadneedle基金经理阿尔-侯赛尼表示，局面不明朗的情况下，应采取谨慎立场，不要重仓押注那些受美联储行动影响较大的头寸。\"现在不是伸脖子的时候，\"他表示。","news_type":1,"symbols_score_info":{"SHY":2,"TMV":2,"GBIL":1.5,"RULE":1.5,"BSR":1.5,".IXIC":2,"HMOP":1.5,"UUP":1.5,"EDGF":1.5,"YMmain":2,"BSV":1.5,"CWS":1.5,"TPLS":1.5,"BOXX":2,"VCIT":1.5,"HYG":2,"ZROZ":1.5,"SGOV":2,"BIL":2.1,"FAZ":1.5,"UBT":2,"GOVT":2,"ISHG":1.5,"KBE":1.5,"UNIY":1.5,"TLTW":2,"BND":2,"VGSH":2,"RMIF":1.5,"ESmain":2,"NQmain":2,"DBND":1.5,"EMPB":1.5,"LIAJ":1.5,"MUB":1.5,"IEF":2,"MYCN":1.5,"EBUF":1.5,"OOQB":1.5,"SCHO":2,"TLT":2,"NGHT":1.5,".SPX":2,"LQD":1.5,"TLH":2,"JPST":1.5,"VGIT":2,"IEI":1.5,"SHV":2,"WAMA":1.5,"TBIL":1.5,"TIP":1.5,".DJI":2,"EDV":2,"VCSH":1.5,"UDN":1.5,"VGLT":2,"TBT":2,"SPY":1.5,"AGG":2.1,"TMF":2}},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":582935957906808,"gmtCreate":1783349855950,"gmtModify":1783349857732,"author":{"id":"4222050044695520","authorId":"4222050044695520","name":"浮生若梦_6592","avatar":"https://static.tigerbbs.com/d0ec5c6a2443c0b752228c64cdd8eef4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222050044695520","idStr":"4222050044695520"},"themes":[],"title":"","htmlText":"高盛变卦比较快","listText":"高盛变卦比较快","text":"高盛变卦比较快","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/582935957906808","repostId":"2649621392","repostType":2,"repost":{"id":"2649621392","kind":"highlight","weMediaInfo":{"introduction":"链捕手ChainCatcher 成立于 2018 年，是一家领先的中文 Web3 媒体及数据服务商。","home_visible":1,"media_name":"链捕手","id":"1041503808","head_image":"https://community-static.tradeup.com/news/64f0784cc29a0d0070f6e968ef6ec7f5"},"pubTimestamp":1783338920,"share":"https://www.laohunote.com/m/news/2649621392?lang=zh_CN&edition=full","pubTime":"2026-07-06 19:55","market":"other","language":"zh","title":"高盛：韩股下半年有望迎来普涨行情，维持 KOSPI 12000 点目标","url":"https://stock-news.laohu8.com/highlight/detail?id=2649621392","media":"链捕手","summary":" ChainCatcher 消息，高盛最新研报表示，韩国股市下半年上涨行情有望从三星电子、SK 海力士等 AI 存储龙头扩散至能源、原材料、工业制造等更多行业，海外资金正逐步布局 AI 产业链上下游及其他独立投资机会。\n\n针对市场有关韩股存在泡沫的质疑，高盛认为，当前融资余额上升主要源于杠杆 ETF 净值增长，而非投资者新增借贷，韩国居民资产仍以房地产、现金及海外股票为主，本土股市仍具备增量资金流入空间。\n\n高盛预计，韩国企业 2026 年整体净利润同比增长约 320%，2027 年仍将保持约 35% 的增速，并维持韩国综合股价指数（KOSPI）未来 12 个月 12000 点目标位，较当前水平仍有逾 20% 上涨空间，但预计后续市场波动将有所加剧。 ","content":"<html><body><p>ChainCatcher 消息，<a href=\"https://laohu8.com/S/GS\">高盛</a>最新研报表示，韩国股市下半年上涨行情有望从<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>、SK 海力士等 AI 存储龙头扩散至能源、原材料、工业制造等更多行业，海外资金正逐步布局 AI 产业链上下游及其他独立投资机会。</p>\n<p>针对市场有关韩股存在泡沫的质疑，高盛认为，当前融资余额上升主要源于杠杆 ETF 净值增长，而非投资者新增借贷，韩国居民资产仍以房地产、现金及海外股票为主，本土股市仍具备增量资金流入空间。</p>\n<p>高盛预计，韩国企业 2026 年整体净利润同比增长约 320%，2027 年仍将保持约 35% 的增速，并维持韩国综合股价指数（KOSPI）未来 12 个月 12000 点目标位，较当前水平仍有逾 20% 上涨空间，但预计后续市场波动将有所加剧。</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>高盛：韩股下半年有望迎来普涨行情，维持 KOSPI 12000 点目标</title>\n<style 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消息，<a href=\"https://laohu8.com/S/GS\">高盛</a>最新研报表示，韩国股市下半年上涨行情有望从<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>、SK 海力士等 AI 存储龙头扩散至能源、原材料、工业制造等更多行业，海外资金正逐步布局 AI 产业链上下游及其他独立投资机会。</p>\n<p>针对市场有关韩股存在泡沫的质疑，高盛认为，当前融资余额上升主要源于杠杆 ETF 净值增长，而非投资者新增借贷，韩国居民资产仍以房地产、现金及海外股票为主，本土股市仍具备增量资金流入空间。</p>\n<p>高盛预计，韩国企业 2026 年整体净利润同比增长约 320%，2027 年仍将保持约 35% 的增速，并维持韩国综合股价指数（KOSPI）未来 12 个月 12000 点目标位，较当前水平仍有逾 20% 上涨空间，但预计后续市场波动将有所加剧。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EWY":"韩国ETF-iShares MSCI","SPEM":"SPDR Portfolio Emerging Markets ETF","MKOR":"Matthews Korea Active ETF","FLKR":"Franklin FTSE South Korea ETF","BK4535":"淡马锡持仓","BK4588":"碎股","BK4585":"ETF&股票定投概念","KORU":"3倍做多韩国ETF-Direxion","VXUS":"国际股票ETF-Vanguard"},"source_url":"https://www.chaincatcher.com/article/2275150","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2649621392","content_text":"ChainCatcher 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今天正股收盘6.5，你又偷吃了呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/576497885096072","isVote":1,"tweetType":1,"viewCount":1262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":575443081429936,"gmtCreate":1781502912617,"gmtModify":1781503124570,"author":{"id":"4222050044695520","authorId":"4222050044695520","name":"浮生若梦_6592","avatar":"https://static.tigerbbs.com/d0ec5c6a2443c0b752228c64cdd8eef4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222050044695520","idStr":"4222050044695520"},"themes":[],"title":"","htmlText":"上调到多少了","listText":"上调到多少了","text":"上调到多少了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/575443081429936","repostId":"1111982529","repostType":2,"repost":{"id":"1111982529","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1781482273,"share":"https://www.laohunote.com/m/news/1111982529?lang=zh_CN&edition=full","pubTime":"2026-06-15 08:11","market":"us","language":"zh","title":"异动解读 | 美光科技夜盘大涨5.83%，机构集体上调目标价叠加财报预期催化","url":"https://stock-news.laohu8.com/highlight/detail?id=1111982529","media":"异动解读","summary":"美光科技(MU)今日夜盘股价大涨5.83%，引起了市场的广泛关注。消息面上，近期多家华尔街机构集中大幅上调美光目标价，看多的核心逻辑在于AI驱动的HBM及DRAM需求持续超预期，供应紧张格局或延续至2027年。此外，美光即将发布第三财季财报，市场预期EPS和营收均将实现同比大幅增长，进一步强化了投资者的乐观情绪。具体来看，公司全年HBM产能已售罄，新加坡HBM先进封装工厂亦已动工，这进一步强化了市场对其产能扩张和未来增长潜力的预期，共同推动了此次股价的强劲表现。","content":"<p>美光科技(MU)今日夜盘股价大涨5.83%，引起了市场的广泛关注。</p><p>消息面上，近期多家华尔街机构集中大幅上调美光目标价，看多的核心逻辑在于AI驱动的HBM及DRAM需求持续超预期，供应紧张格局或延续至2027年。此外，美光即将发布第三财季财报，市场预期EPS和营收均将实现同比大幅增长，进一步强化了投资者的乐观情绪。</p><p>具体来看，公司全年HBM产能已售罄，新加坡HBM先进封装工厂亦已动工，这进一步强化了市场对其产能扩张和未来增长潜力的预期，共同推动了此次股价的强劲表现。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$ </a> 围观一下，有人开盘买吗","listText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$ </a> 围观一下，有人开盘买吗","text":"$SpaceX(SPCX)$ 围观一下，有人开盘买吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574507666581536","isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":574402073650904,"gmtCreate":1781248766484,"gmtModify":1781249462524,"author":{"id":"4222050044695520","authorId":"4222050044695520","name":"浮生若梦_6592","avatar":"https://static.tigerbbs.com/d0ec5c6a2443c0b752228c64cdd8eef4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222050044695520","idStr":"4222050044695520"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ 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href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a> 昨天少涨了几个点，今天多跌了好多，这基金经理真是垃圾","listText":"<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a> 昨天少涨了几个点，今天多跌了好多，这基金经理真是垃圾","text":"$南方两倍做多海力士(07709)$ 昨天少涨了几个点，今天多跌了好多，这基金经理真是垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573638028917120","isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572948891729960,"gmtCreate":1780902518690,"gmtModify":1780903387672,"author":{"id":"4222050044695520","authorId":"4222050044695520","name":"浮生若梦_6592","avatar":"https://static.tigerbbs.com/d0ec5c6a2443c0b752228c64cdd8eef4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222050044695520","idStr":"4222050044695520"},"themes":[],"title":"","htmlText":"错杀了，等财报出来再创新高","listText":"错杀了，等财报出来再创新高","text":"错杀了，等财报出来再创新高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572948891729960","repostId":"1163276986","repostType":2,"repost":{"id":"1163276986","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1780883166,"share":"https://www.laohunote.com/m/news/1163276986?lang=zh_CN&edition=full","pubTime":"2026-06-08 09:46","market":"hk","language":"zh","title":"异动解读｜南方两倍做多海力士盘中下跌14.41%，存储减配忧虑叠加杠杆效应放大跌幅","url":"https://stock-news.laohu8.com/highlight/detail?id=1163276986","media":"行情直击","summary":"6月8日，南方两倍做多海力士盘中下跌14.41%，报97.22港元，成交额33.08亿港元。消息面上，此前研究机构SemiAnalysis发布报告称，英伟达下一代Vera Rubin NVL72机架的SOCAMM DRAM容量可能从预期的约55TB削减至约28TB，引发市场对存储需求前景的担忧。受此影响，SK海力士此前单日重挫9.92%，美光科技盘中一度暴跌超10%，全球存储板块遭遇剧烈回调。作为两倍杠杆产品，该ETF放大了标的资产的跌幅。","content":"<p><p>6月8日，南方两倍做多海力士盘中下跌14.41%，报97.22港元，成交额33.08亿港元。</p><p>消息面上，此前研究机构SemiAnalysis发布报告称，英伟达下一代Vera Rubin NVL72机架的SOCAMM DRAM容量可能从预期的约55TB削减至约28TB，引发市场对存储需求前景的担忧。受此影响，SK海力士此前单日重挫9.92%，美光科技盘中一度暴跌超10%，全球存储板块遭遇剧烈回调。作为两倍杠杆产品，该ETF放大了标的资产的跌幅。尽管英伟达CEO黄仁勋随后澄清HBM4部分配置未变，并于6月8日宣布与SK海力士达成多年技术合作协议，但市场情绪仍在消化前期冲击。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读｜南方两倍做多海力士盘中下跌14.41%，存储减配忧虑叠加杠杆效应放大跌幅</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读｜南方两倍做多海力士盘中下跌14.41%，存储减配忧虑叠加杠杆效应放大跌幅\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059448697\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-06-08 09:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>6月8日，南方两倍做多海力士盘中下跌14.41%，报97.22港元，成交额33.08亿港元。</p><p>消息面上，此前研究机构SemiAnalysis发布报告称，英伟达下一代Vera Rubin NVL72机架的SOCAMM DRAM容量可能从预期的约55TB削减至约28TB，引发市场对存储需求前景的担忧。受此影响，SK海力士此前单日重挫9.92%，美光科技盘中一度暴跌超10%，全球存储板块遭遇剧烈回调。作为两倍杠杆产品，该ETF放大了标的资产的跌幅。尽管英伟达CEO黄仁勋随后澄清HBM4部分配置未变，并于6月8日宣布与SK海力士达成多年技术合作协议，但市场情绪仍在消化前期冲击。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"07709":"南方两倍做多海力士"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163276986","content_text":"6月8日，南方两倍做多海力士盘中下跌14.41%，报97.22港元，成交额33.08亿港元。消息面上，此前研究机构SemiAnalysis发布报告称，英伟达下一代Vera Rubin NVL72机架的SOCAMM DRAM容量可能从预期的约55TB削减至约28TB，引发市场对存储需求前景的担忧。受此影响，SK海力士此前单日重挫9.92%，美光科技盘中一度暴跌超10%，全球存储板块遭遇剧烈回调。作为两倍杠杆产品，该ETF放大了标的资产的跌幅。尽管英伟达CEO黄仁勋随后澄清HBM4部分配置未变，并于6月8日宣布与SK海力士达成多年技术合作协议，但市场情绪仍在消化前期冲击。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"07709":1}},"isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570842222245808,"gmtCreate":1780365769585,"gmtModify":1780365957015,"author":{"id":"4222050044695520","authorId":"4222050044695520","name":"浮生若梦_6592","avatar":"https://static.tigerbbs.com/d0ec5c6a2443c0b752228c64cdd8eef4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222050044695520","idStr":"4222050044695520"},"themes":[],"title":"","htmlText":"太牛了👍股民能赚到钱的正规市场","listText":"太牛了👍股民能赚到钱的正规市场","text":"太牛了👍股民能赚到钱的正规市场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570842222245808","repostId":"2640963996","repostType":2,"repost":{"id":"2640963996","kind":"highlight","pubTimestamp":1780364709,"share":"https://www.laohunote.com/m/news/2640963996?lang=zh_CN&edition=full","pubTime":"2026-06-02 09:45","market":"us","language":"zh","title":"韩国股市不断超车 已越过印度成为世界第六大股市","url":"https://stock-news.laohu8.com/highlight/detail?id=2640963996","media":"金融界","summary":"韩国股市今年已陆续超过了加拿大、德国、英国和法国股市。反观印度，其股市则受到卢比贬值、创纪录的外资流出以及匮乏与AI基础设施直接相关的公司等因素的困扰。尽管韩国股市市值已经超过印度，但根据国际货币基金组织的估算，印度4.15万亿美元的经济规模仍然高于韩国的1.93万亿美元。","content":"<html><body><div>\n<p>来源：环球市场播报</p><p>随着全球<span>人工智能</span>建设所依赖的芯片巨头股价持续飙升，韩国股市已超越印度股市，排到世界第六。</p><p><span><span>彭博</span></span>汇编的数据显示，今年在韩上市公司总市值飙升86%，达到5万亿美元，而在印上市公司总市值则下降至4.8万亿美元。</p><p>新晋万亿美元市值俱乐部成员<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>和SK海力士，是韩股涨势的主要推手，凭借它们在AI<span>存储芯片</span>领域的主导地位，推动韩国KOSPI指数在2026年上涨了逾100%。韩国股市今年已陆续超过了加拿大、德国、英国和法国股市。</p><p>“对于一个不久前还把5000点设为雄心勃勃的KOSPI目标的市场来说，赶上印度是一个意义非凡的里程碑，”Asset Value Investors高级投资分析师Ross McGarry表示。“不过，今年的上涨行情主要归功于存储周期 —— <a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和SK海力士挑起了大梁。真正的考验在于，韩国能否通过真正的公司治理改革来维持这一价值重估势头。”</p><p>反观印度，其股市则受到卢比贬值、创纪录的外资流出以及匮乏与AI基础设施直接相关的公司等因素的困扰。</p><p>尽管韩国股市市值已经超过印度，但根据国际货币基金组织（IMF）的估算，印度4.15万亿美元的经济规模仍然高于韩国的1.93万亿美元。</p>\n<div>\n<p>美股频道更多独家策划、专家专栏，免费查阅&gt;&gt;</p>\n<div>\r\n            责任编辑：栎树\r\n          </div>\n</div>\n</div></body></html>","source":"jinrongjie_highlight","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>韩国股市不断超车 已越过印度成为世界第六大股市</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韩国股市不断超车 已越过印度成为世界第六大股市\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-02 09:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://usstock.jrj.com.cn/2026/06/02094557296213.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：环球市场播报随着全球人工智能建设所依赖的芯片巨头股价持续飙升，韩国股市已超越印度股市，排到世界第六。彭博汇编的数据显示，今年在韩上市公司总市值飙升86%，达到5万亿美元，而在印上市公司总市值则下降至4.8万亿美元。新晋万亿美元市值俱乐部成员三星电子和SK海力士，是韩股涨势的主要推手，凭借它们在AI存储芯片领域的主导地位，推动韩国KOSPI指数在2026年上涨了逾100%。韩国股市今年已陆续...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2026/06/02094557296213.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FLKR":"Franklin FTSE South Korea ETF","BK4588":"碎股","BK4585":"ETF&股票定投概念","EWY":"韩国ETF-iShares MSCI","BK4535":"淡马锡持仓","MKOR":"Matthews Korea Active ETF","BK4581":"高盛持仓","KDEF":"PLUS Korea Defense Industry Index ETF","BK4504":"桥水持仓","KORU":"3倍做多韩国ETF-Direxion","EEMO":"Invesco S&P Emerging Markets Momentum ETF","VEA":"EAFE指数ETF-Vanguard MSCI"},"source_url":"https://usstock.jrj.com.cn/2026/06/02094557296213.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2640963996","content_text":"来源：环球市场播报随着全球人工智能建设所依赖的芯片巨头股价持续飙升，韩国股市已超越印度股市，排到世界第六。彭博汇编的数据显示，今年在韩上市公司总市值飙升86%，达到5万亿美元，而在印上市公司总市值则下降至4.8万亿美元。新晋万亿美元市值俱乐部成员三星电子和SK海力士，是韩股涨势的主要推手，凭借它们在AI存储芯片领域的主导地位，推动韩国KOSPI指数在2026年上涨了逾100%。韩国股市今年已陆续超过了加拿大、德国、英国和法国股市。“对于一个不久前还把5000点设为雄心勃勃的KOSPI目标的市场来说，赶上印度是一个意义非凡的里程碑，”Asset Value Investors高级投资分析师Ross McGarry表示。“不过，今年的上涨行情主要归功于存储周期 —— 三星和SK海力士挑起了大梁。真正的考验在于，韩国能否通过真正的公司治理改革来维持这一价值重估势头。”反观印度，其股市则受到卢比贬值、创纪录的外资流出以及匮乏与AI基础设施直接相关的公司等因素的困扰。尽管韩国股市市值已经超过印度，但根据国际货币基金组织（IMF）的估算，印度4.15万亿美元的经济规模仍然高于韩国的1.93万亿美元。\n\n美股频道更多独家策划、专家专栏，免费查阅>>\n\n            责任编辑：栎树","news_type":1,"symbols_score_info":{"EEMO":1.5,"MNDmain":1.5,"MKOR":1.5,"VEA":1.5,"EWY":1.5,"KORU":1.5,"FLKR":1.5,"KDEF":1.5}},"isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":569446545671144,"gmtCreate":1780029311841,"gmtModify":1780031171190,"author":{"id":"4222050044695520","authorId":"4222050044695520","name":"浮生若梦_6592","avatar":"https://static.tigerbbs.com/d0ec5c6a2443c0b752228c64cdd8eef4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222050044695520","idStr":"4222050044695520"},"themes":[],"title":"","htmlText":"这才叫遥遥领先啊","listText":"这才叫遥遥领先啊","text":"这才叫遥遥领先啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569446545671144","isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566127812155608,"gmtCreate":1779249192690,"gmtModify":1779251685553,"author":{"id":"4222050044695520","authorId":"4222050044695520","name":"浮生若梦_6592","avatar":"https://static.tigerbbs.com/d0ec5c6a2443c0b752228c64cdd8eef4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222050044695520","idStr":"4222050044695520"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a> 这个不是完全跟随正股二倍涨跌幅呀，正股红的他确实绿的","listText":"<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a> 这个不是完全跟随正股二倍涨跌幅呀，正股红的他确实绿的","text":"$南方两倍做多海力士(07709)$ 这个不是完全跟随正股二倍涨跌幅呀，正股红的他确实绿的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/566127812155608","isVote":1,"tweetType":1,"viewCount":3345,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4201849362542822","authorId":"4201849362542822","name":"ZZZZZZ1","avatar":"https://static.tigerbbs.com/d95e2058cbeb2719572b03ab79ab27fe","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4201849362542822","idStr":"4201849362542822"},"content":"4个点的损耗","text":"4个点的损耗","html":"4个点的损耗"},{"author":{"id":"3572569667966603","authorId":"3572569667966603","name":"BENBENBEN","avatar":"https://static.tigerbbs.com/d9310aca6850a69947792b8faef3e872","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3572569667966603","idStr":"3572569667966603"},"content":"溢价啊，搞不好溢价十几个点在里面","text":"溢价啊，搞不好溢价十几个点在里面","html":"溢价啊，搞不好溢价十几个点在里面"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563485836650168,"gmtCreate":1778604170738,"gmtModify":1778604813956,"author":{"id":"4222050044695520","authorId":"4222050044695520","name":"浮生若梦_6592","avatar":"https://static.tigerbbs.com/d0ec5c6a2443c0b752228c64cdd8eef4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222050044695520","idStr":"4222050044695520"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v> 倒车接人","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v> 倒车接人","text":"$美光科技(MU)$ 倒车接人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563485836650168","isVote":1,"tweetType":1,"viewCount":1134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561342775015328,"gmtCreate":1778078356952,"gmtModify":1778078600579,"author":{"id":"4222050044695520","authorId":"4222050044695520","name":"浮生若梦_6592","avatar":"https://static.tigerbbs.com/d0ec5c6a2443c0b752228c64cdd8eef4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222050044695520","idStr":"4222050044695520"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings(ARM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings(ARM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$ARM Holdings(ARM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561342775015328","isVote":1,"tweetType":1,"viewCount":1042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":593774651880664,"gmtCreate":1785981272711,"gmtModify":1785981274871,"author":{"id":"4222050044695520","authorId":"4222050044695520","name":"浮生若梦_6592","avatar":"https://static.tigerbbs.com/d0ec5c6a2443c0b752228c64cdd8eef4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222050044695520","idStr":"4222050044695520"},"themes":[],"title":"","htmlText":"这家伙不应该那么早纳入纳指指数，拖累大盘","listText":"这家伙不应该那么早纳入纳指指数，拖累大盘","text":"这家伙不应该那么早纳入纳指指数，拖累大盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593774651880664","repostId":"1130267269","repostType":2,"repost":{"id":"1130267269","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":1785972324,"share":"https://www.laohunote.com/m/news/1130267269?lang=zh_CN&edition=full","pubTime":"2026-08-06 07:25","market":"us","language":"zh","title":"昨夜今晨｜道指再创新高！纳指受SpaceX重挫13%、AMD跌超7%拖累收低；闪迪盘后跌逾7%，AppLovin跌逾16%","url":"https://stock-news.laohu8.com/highlight/detail?id=1130267269","media":"老虎资讯综合","summary":"SpaceX公布上市后的首份财报，得益于星链卫星通信业务以及人工智能业务的快速增长，公司季度营收接近翻倍，同时经营亏损明显收窄。不过，由于投资者担忧公司能否长期维持人工智能相关投资的巨额支出，SpaceX股价大跌13.6%。AMD预计下一季度营收将高于市场预期，反映出人工智能需求依然强劲，但该公司股价仍下跌7%。两年期美债收益率跌0.84个基点，报4.1833%。股价盘后跌超7%。股价盘后大跌11%。","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c265e4fed61f42bdd905660fb1b6b2e5\" data-align=\"center\" tg-width=\"1080\" tg-height=\"1920\"/><span></span></p><h2 style=\"text-align: left;\">01 股市</h2><p style=\"text-align: left;\">美东时间周三，美股三大指数收盘涨跌不一，受中东局势缓和的乐观情绪提振，道指续创新高。因SpaceX和<a href=\"https://laohu8.com/S/AMD\">AMD</a>在公布季度业绩后股价大挫，拖累科技板块表现，终结纳指连涨势头。</p><p style=\"text-align: left;\">截至收盘，道指上涨263.24点，涨幅为0.49%，报54349.12点；纳指跌221.55点，跌幅为0.83%，报26363.44点；标普500指数跌12.97点，跌幅为0.17%，报7723.55点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d0da68be9f7460dc5cdc5f2910db171\" data-align=\"center\" tg-width=\"910\" tg-height=\"147\"/><span></span></p><p style=\"text-align: left;\"><strong>【热门股表现】</strong>大型科技股涨跌不一 ，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨3.43%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨0.52%，<a href=\"https://laohu8.com/S/META\">Meta</a>涨0.14%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌1.09%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌1.72%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌1.77%。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌4.03%，该公司宣布对旗下人工智能(AI)部门进行重大调整，公司首席科学家杰夫·迪恩将在任职27年后离开<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>。</p><p style=\"text-align: justify;\">SpaceX公布上市后的首份财报，得益于星链卫星通信业务以及人工智能业务的快速增长，公司季度营收接近翻倍，同时经营亏损明显收窄。不过，由于投资者担忧公司能否长期维持人工智能相关投资的巨额支出，SpaceX股价大跌13.6%。</p><p style=\"text-align: justify;\">AMD预计下一季度营收将高于市场预期，反映出人工智能需求依然强劲，但该公司股价仍下跌7%。投资者希望看到更多证据，证明当前规模庞大的AI基础设施投资能够真正转化为更快的收入和利润增长。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/AMGN\">安进</a>股价上涨4.6%，为道指贡献超过100点涨幅。此前，该公司公布第二季度销售额同比增长9%。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/DIS\">迪士尼</a>股价上涨3.6%，此前该公司季度利润超过市场预期，也对道指形成支撑。</p><p style=\"text-align: justify;\">贵金属板块涨幅居前，<a href=\"https://laohu8.com/S/PAAS\">泛美白银</a>涨超7.4%，纽蒙特涨6.7%，金田涨超9.3%，<a href=\"https://laohu8.com/S/CDE\">科尔黛伦矿业</a>涨7.5%。</p><p style=\"text-align: justify;\">纳斯达克中国金龙指数收跌1.09%，热门中概股多数下跌，<a href=\"https://laohu8.com/S/KC\">金山云</a>跌4.2%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌2.2%，<a href=\"https://laohu8.com/S/NTES\">网易</a>跌1.8%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌1.3%，<a href=\"https://laohu8.com/S/BABA\">阿里</a>跌0.1%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨1.2%。</p><h2 style=\"text-align: left;\">02 其他市场</h2><p style=\"text-align: left;\">美国10年期国债收益率涨0.61个基点，报4.6188%。两年期美债收益率跌0.84个基点，报4.1833%。</p><p style=\"text-align: justify;\">现货黄金涨4.11%，报4245.39美元/盎司。现货白银涨4.12%，报62.0075美元/盎司。</p><p style=\"text-align: justify;\">WTI 9月原油期货收跌0.72%，报75.22美元/桶。布伦特10月原油期货收涨0.11%，报79.45美元/桶。</p><p style=\"text-align: justify;\">比特币一度突破6.5万美元，截至发稿涨0.67%，报64702.79美元；以太坊涨超1.7%，报1909美元。</p><h2 style=\"text-align: left;\">03 国际宏观</h2><p style=\"text-align: left;\"><strong>伊朗首次披露霍尔木兹新方案，称美国曾主动求谈、但仅履约不足以重开<a href=\"https://laohu8.com/S/002320\">海峡</a></strong></p><p style=\"text-align: left;\">伊朗副外长称，海峡相关安排应仅由伊朗和阿曼协商决定，伊方绝不接受任何外部势力介入；根据新安排，目前海峡内临时航道将被关闭，未来大量船舶将改经伊朗领海航行。报道称，与阿曼拟议协议赋予伊朗对驶入霍尔木兹海峡船只的控制权，这是迄今伊方获得的一大让步；伊朗拟向船舶收取货值5%-7%费用，阿曼提出收费约3%，美国反对任何收费。</p><p style=\"text-align: justify;\"><strong>特朗普扬言“猛烈打击”后，伊朗称霍尔木兹海峡不会立即开放</strong></p><p style=\"text-align: justify;\">伊朗方面称，与阿曼的谈判仅涉及船舶通行协调，无关美国，霍尔木兹海峡重新开放仍取决于美国纠正其“违规行为”。此前特朗普称海峡将“很快”开放，否则伊朗将遭“猛烈打击”。</p><p style=\"text-align: justify;\"><strong>按兵不动！美财政部维持季度发债规模不变，40万亿美元债务压力逼近</strong></p><p style=\"text-align: justify;\">美国财政部最新再融资声明维持附息国债拍卖规模不变，但将未来发行表述由“增加”改为“调整”，为政策转向预留灵活性。本季借贷预估上调至7390亿美元，联邦债务总额即将突破40万亿美元。财政部继续依赖短期国库券填补缺口，使融资成本对利率更敏感。市场担忧拖延调整或引发未来更剧烈的长债发行冲击。</p><p style=\"text-align: justify;\"><strong>美联储理事Cook：通胀若未见降温，已准备好加息</strong></p><p style=\"text-align: justify;\">美联储理事Lisa Cook重申加息立场，警告若通胀持续无法回落，政策收紧在所难免。她强调，通胀长期偏离2%目标将导致高通胀预期固化于企业定价与工资行为，纠正难度将大幅上升。尽管承认关税消退、油价走低等潜在缓和因素，Cook表示这不足以改变政策优先级。</p><p style=\"text-align: justify;\"><strong>美联储今年票委呼吁现在加息：别等通胀失控再“猛踩刹车”，今年三次加息并非不可能</strong></p><p style=\"text-align: justify;\">卡什卡利认为，美国经济和就业市场依然强劲，当前利率限制性不足，通胀距离2%目标仍有距离，因此应尽早以渐进方式启动加息，而非等到通胀根深蒂固后被迫激进收紧。他强调支持渐进式加息，但未承诺最早于9月行动。</p><p style=\"text-align: justify;\"><strong>“小非农”不及预期！美国7月ADP就业仅增4.4万人，创年内最低，周五非农数据成关键</strong></p><p style=\"text-align: justify;\">美国7月ADP私人部门新增就业仅4.4万人，创年内新低且低于预期，商品生产部门承压，显示劳动力市场降温。然而，跳槽员工薪资同比强劲增长7%，表明结构性紧张犹存。市场正关注周五非农数据，若走势一致，将印证就业稳健，为美联储继续聚焦抗通胀提供支撑。</p><p style=\"text-align: justify;\"><strong>美国7月ISM服务业PMI持续扩张，需求韧性犹存但滞胀风险升温</strong></p><p style=\"text-align: justify;\">美国7月ISM服务业指数升至54.1，较6月小幅上升0.1点，低于预期的54.5。新订单指数超预期升至57.2，支付价格指数超预期升至70.3，就业指数不及预期降至47.4，跌入收缩区间，成本上升与就业收缩，呈现出一定“滞胀”特征。</p><h2 style=\"text-align: left;\">04 公司新闻</h2><p style=\"text-align: left;\"><strong>AI需求力挺<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>上季营收超预期增近四倍，拟豪掷140亿回购，但本季指引逊色</strong></p><p style=\"text-align: left;\">第四财季，闪迪营收、EPS和毛利率均创单季新高，EPS较分析师预期高逾10%，毛利率超预期升至84.6%、为一年前的三倍多；数据中心收入同比增近13倍、环比翻一倍，最大收入源边缘计算业务收入同比增近四倍，消费业务收入同比降5%；全财年营收较上年增长175%。第一财季营收指引中值同比增359%、仍较分析师预期低5.5%，EPS指引中值略低于预期，毛利率指引大致持平前季。股价盘后跌超7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8db61dc7195a66c7ac70e34ae543a17\" data-align=\"center\" tg-width=\"469\" tg-height=\"135\"/><span></span></p><blockquote><p style=\"text-align: left;\">闪迪电话会称客户订单锁定未来四年，最大客户签约后还在追加需求。闪迪披露，通过在推进的新商业模式（NBM）协议，八大客户锁定未来多年供应，协议覆盖2027财年超过50%的供应，覆盖2028财年约三分之二供应；NBM协议预计最低收入939亿美元，客户违约保障165亿美元；高带宽闪存（HBF）进入与客户深度讨论阶段；预计2026年全球NAND市场规模超3000亿美元、数据中心占一半，2027年规模接近5000亿美元。</p></blockquote><p style=\"text-align: justify;\"><strong><a href=\"https://laohu8.com/S/WDC\">西部数据</a>大跌，第四财季营收、利润超预期，业绩指引令市场失望</strong></p><p style=\"text-align: justify;\">西部数据第四财季营收37.47亿美元，同比增长44%，高于预期的36.8亿美元；净利润暴增逾12倍，调整后EPS达3.56美元，超过预期的3.31美元。预计2027财年第一季度营收40-42亿美元，中值41亿美元，同样高于预期的40.6亿美元。但在公司连续多个季度超预期，股价大幅上涨的背景下，市场显然期待更大幅的“超预期”。股价盘后大跌11%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c6d127421bbedce4f06de70981c863eb\" data-align=\"center\" tg-width=\"458\" tg-height=\"135\"/><span></span></p><blockquote><p style=\"text-align: left;\">电话会：AI时代“数据会复合增长”，物理AI正引爆硬盘需求，长协订单排至2031年。西部数据CEO表示，AI训练和推理工作负载会随时间共享和重用计算资源。然而，这些工作负载产生的数据都在持续积累。关于物理AI，训练所需的现实世界数据量是不够的，需要生成和存储合成数据集，这创造了存储需求的另一个驱动因素。客户对将LTA扩展到2031年的需求非常强劲，不仅未来EB级的需求，还为公司提供了定价杠杆。</p></blockquote><p style=\"text-align: justify;\"><strong>AppLovin盘后跌逾16%：<a href=\"https://laohu8.com/S/QTWO\">Q2</a>营收增53%仍小幅不及预期，Q3指引平淡引抛售</strong></p><p style=\"text-align: left;\">移动广告平台巨头AppLovin交出了一份利润猛增的成绩单，却遭遇了投资者的冷酷审判。该公司股价在盘后交易中暴跌，原因是其第二季度营收略低于市场预期，且给出的下一季度指引不够振奋人心。</p><p style=\"text-align: left;\">财报显示，截至6月30日的第二财季，AppLovin实现营收19.2亿美元，同比增长53%，但仍低于分析师此前普遍预计的19.4亿美元。调整后每股收益为3.76美元，微幅超出市场共识的3.75美元。净利润达到12.7亿美元，较去年同期的8.2亿美元大幅攀升55%;调整后EBITDA为16.1亿美元，同比增长58%，继续展现出强大的盈利能力。</p><p style=\"text-align: left;\">不过，令市场警惕的是，这份成绩单不仅没有跑赢华尔街预期，甚至低于AppLovin自己的内部指引。在随后的业绩电话会上，管理层将不及预期的核心原因归结为一个词：时机。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/601402135061da745ff476ec32fa4e07\" data-align=\"center\" tg-width=\"467\" tg-height=\"142\"/><span></span></p><p style=\"text-align: justify;\"><strong>eBay预测第三季度营收将表现强劲，高价值品类正推动业务增长势头</strong></p><p style=\"text-align: left;\">eBay周三预测第三季度营收将高于华尔街预期，公司正依托其在认证奢侈品、收藏品和翻新产品领域的布局，吸引更多高价值买家进入其在线市场。这是该公司驳回GameStop约560亿美元的非邀约收购要约 ——称其“既不可信也不具吸引力”——以来的首份财报。不过，GameStop首席执行官科恩（Ryan Cohen）表示，他计划继续寻求合并。eBay 进一步加码其“重点品类”，瞄准那些重视商品选择和专业服务的爱好者买家，这一战略使其在竞争对手中脱颖而出。以14亿美元收购时尚转售平台Depop的举措也带来了提振，不仅扩大了公司在年轻消费者中的覆盖范围，还巩固了其在快速增长的二手电商市场中的地位。该公司预计第三季度营收将在30.7亿美元至31.2亿美元之间，而分析师的预期为29.7亿美元。这家在线零售商的股价今年已上涨逾25%，在盘后交易中上涨2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5bca11269441e2105b114a046d3d4235\" data-align=\"center\" tg-width=\"465\" tg-height=\"128\"/><span></span></p><p style=\"text-align: justify;\"><strong>天弘科技盘后跌逾12%，宣布30亿美元股权融资交易</strong></p><p style=\"text-align: left;\">电子元器件制造商Celestica（天弘科技）宣布，为支持其客户群体多年期的需求，公司拟进行总额30亿美元的股权融资，以资助业务投资。公告提及全球AI基础设施建设带来的需求，预计募集资金净额将用于营运资金、支持资本支出投资，以及其他一般公司用途。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5160c0ac4c3edf40814d555a43264539\" data-align=\"center\" tg-width=\"462\" tg-height=\"125\"/><span></span></p><p style=\"text-align: justify;\"><strong>SoundHound AI盘后涨逾22%，Q2营收同比增长45%，上调全年业绩指引</strong></p><p style=\"text-align: justify;\"><span>全球语音与智能自主 AI企业 SoundHound AI第二季度总营收 6190 万美元，同比增长45%。基于第二季度强劲经营表现，公司上调 2026 全年营收指引，区间调整至 2.3 亿–2.6 亿美元。公司计划完成 LivePerson 收购交割后更新业绩指引，交割预计在 2026 年底前落地。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9424c0e2e3189d5c271740a4062f2ebe\" data-align=\"center\" tg-width=\"466\" tg-height=\"128\"/><span></span></p><p style=\"text-align: justify;\"><strong>Anthropic确认组建自研AI芯片团队，采用“多芯片”策略支撑Claude扩张</strong></p><p style=\"text-align: justify;\">Anthropic正在建立内部硅芯片团队，为Claude设计定制芯片，并将采用硬件与模型协同设计的方式，以提升Claude运行速度和效率，更好满足客户大规模部署需求。不过，Anthropic强调，自研芯片并不意味着放弃现有供应商，而是将采取“多芯片”策略，AWS、谷歌、英伟达和AMD提供的硬件仍将是其扩展算力的重要组成部分。</p><p style=\"text-align: justify;\"><strong>微软AI营收严重依赖OpenAI，营收占比或达70%</strong></p><p style=\"text-align: justify;\">截至今年6月的财年内，微软从OpenAI处录得241亿美元的收入。微软CEO此前曾表示，截至3月底，微软AI业务的年化收入达370亿美元。据此推算，微软实际AI收入中，有超过一半、很可能达到约70%来自OpenAI，这凸显出微软对OpenAI的依赖程度依然很高。</p><p style=\"text-align: justify;\">Meta推出首款AI编程智能体，正面挑战Anthropic与OpenAI。Meta发布首款AI编程智能体Muse Code，基于最新模型Muse Spark 1.2运行，支持规划、编写及验证代码等完整任务。产品以低价为核心竞争策略，&#34;贡献者档&#34;每百万输出token仅0.20美元，远低于Anthropic和OpenAI同类产品。</p><p style=\"text-align: justify;\"><strong>Anthropic确认组建芯片团队，自研AI芯片以降低对英伟达的依赖</strong></p><p style=\"text-align: justify;\">据媒体报道，随着旗下模型需求快速增长，人工智能（AI）公司Anthropic正在组建团队，开发自研AI芯片。根据一份招聘信息以及公司声明，Anthropic正在招聘工程师，为其Claude模型设计定制芯片。Anthropic一名发言人对媒体表示，公司正在组建内部半导体团队，为Claude设计专用芯片。这是Anthropic首次公开确认相关计划。据悉，Anthropic将协同设计硬件和AI模型，使Claude能够在“满足客户需求的规模下”运行得更快、更高效。</p><p style=\"text-align: justify;\"><strong><a href=\"https://laohu8.com/S/LLY\">礼来</a>凭爆款药物上调业绩目标，击退“减肥药降温”质疑</strong></p><p style=\"text-align: justify;\">礼来在最新的财报中上调了2026年销售指引，公司的减重药业务在第二季度表现远超预期，缓解了投资者对于“减肥药热潮正在降温”的担忧。礼来周三表示，公司预计2026年全年销售额将在850亿美元至870亿美元之间，高于此前预期。同时，公司第二季度调整后盈利和营收也均超过华尔街预期。糖尿病药物Mounjaro在该季度表现超过所有预期，随着覆盖全球更多市场，这款注射药物的销售额同比飙升91%。减肥药Zepbound同样超过华尔街预期，新推出的口服减肥药Foundayo也取得了强劲开局。</p><p style=\"text-align: justify;\"><strong>Meta推出首款AI编程智能体，主打低价挑战OpenAI与Anthropic</strong></p><p style=\"text-align: justify;\">Meta正式发布首款AI编程智能体Muse Code，将其定位为竞争对手产品的低价替代方案，此举标志着该公司正试图向Anthropic和OpenAI发起挑战。据悉，Muse Code是Meta人工智能负责人Alexandr Wang主导推出的最新重磅产品。Wang目前执掌Meta超级智能实验室，并负责公司基础模型的研发工作。Wang表示：“我们认为，对于大量工作流程和应用场景而言，这款产品都可能成为一个非常好的选择，尤其是在成本方面具有明显优势。”他透露，目前已有部分Meta员工开始在内部使用Muse Code，并预计内部使用规模将进一步扩大。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>今日关注</strong></h2><p style=\"text-align: justify;\">美国上周首次申请失业救济人数。</p><p style=\"text-align: justify;\">欧元区6月零售销售。</p><p style=\"text-align: justify;\">旧金山联储主席戴利、圣路易联储主席穆萨莱姆讲话。</p><p style=\"text-align: justify;\">SpaceX解禁潮将至，1160亿美元股票8月6日进入流通。</p><p style=\"text-align: left;\">---</p><p style=\"text-align: left;\"><strong>资料来源</strong> ：公开市场数据</p><p style=\"text-align: left;\"><strong>免责声明</strong> ：本内容仅供参考，不构成任何投资建议。</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\" 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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昨夜今晨｜道指再创新高！纳指受SpaceX重挫13%、AMD跌超7%拖累收低；闪迪盘后跌逾7%，AppLovin跌逾16%\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\">2026-08-06 07:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c265e4fed61f42bdd905660fb1b6b2e5\" data-align=\"center\" tg-width=\"1080\" tg-height=\"1920\"/><span></span></p><h2 style=\"text-align: left;\">01 股市</h2><p style=\"text-align: left;\">美东时间周三，美股三大指数收盘涨跌不一，受中东局势缓和的乐观情绪提振，道指续创新高。因SpaceX和<a href=\"https://laohu8.com/S/AMD\">AMD</a>在公布季度业绩后股价大挫，拖累科技板块表现，终结纳指连涨势头。</p><p style=\"text-align: left;\">截至收盘，道指上涨263.24点，涨幅为0.49%，报54349.12点；纳指跌221.55点，跌幅为0.83%，报26363.44点；标普500指数跌12.97点，跌幅为0.17%，报7723.55点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d0da68be9f7460dc5cdc5f2910db171\" data-align=\"center\" tg-width=\"910\" tg-height=\"147\"/><span></span></p><p style=\"text-align: left;\"><strong>【热门股表现】</strong>大型科技股涨跌不一 ，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨3.43%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨0.52%，<a href=\"https://laohu8.com/S/META\">Meta</a>涨0.14%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌1.09%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌1.72%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌1.77%。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌4.03%，该公司宣布对旗下人工智能(AI)部门进行重大调整，公司首席科学家杰夫·迪恩将在任职27年后离开<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>。</p><p style=\"text-align: justify;\">SpaceX公布上市后的首份财报，得益于星链卫星通信业务以及人工智能业务的快速增长，公司季度营收接近翻倍，同时经营亏损明显收窄。不过，由于投资者担忧公司能否长期维持人工智能相关投资的巨额支出，SpaceX股价大跌13.6%。</p><p style=\"text-align: justify;\">AMD预计下一季度营收将高于市场预期，反映出人工智能需求依然强劲，但该公司股价仍下跌7%。投资者希望看到更多证据，证明当前规模庞大的AI基础设施投资能够真正转化为更快的收入和利润增长。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/AMGN\">安进</a>股价上涨4.6%，为道指贡献超过100点涨幅。此前，该公司公布第二季度销售额同比增长9%。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/DIS\">迪士尼</a>股价上涨3.6%，此前该公司季度利润超过市场预期，也对道指形成支撑。</p><p style=\"text-align: justify;\">贵金属板块涨幅居前，<a href=\"https://laohu8.com/S/PAAS\">泛美白银</a>涨超7.4%，纽蒙特涨6.7%，金田涨超9.3%，<a href=\"https://laohu8.com/S/CDE\">科尔黛伦矿业</a>涨7.5%。</p><p style=\"text-align: justify;\">纳斯达克中国金龙指数收跌1.09%，热门中概股多数下跌，<a href=\"https://laohu8.com/S/KC\">金山云</a>跌4.2%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌2.2%，<a href=\"https://laohu8.com/S/NTES\">网易</a>跌1.8%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌1.3%，<a href=\"https://laohu8.com/S/BABA\">阿里</a>跌0.1%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨1.2%。</p><h2 style=\"text-align: left;\">02 其他市场</h2><p style=\"text-align: left;\">美国10年期国债收益率涨0.61个基点，报4.6188%。两年期美债收益率跌0.84个基点，报4.1833%。</p><p style=\"text-align: justify;\">现货黄金涨4.11%，报4245.39美元/盎司。现货白银涨4.12%，报62.0075美元/盎司。</p><p style=\"text-align: justify;\">WTI 9月原油期货收跌0.72%，报75.22美元/桶。布伦特10月原油期货收涨0.11%，报79.45美元/桶。</p><p style=\"text-align: justify;\">比特币一度突破6.5万美元，截至发稿涨0.67%，报64702.79美元；以太坊涨超1.7%，报1909美元。</p><h2 style=\"text-align: left;\">03 国际宏观</h2><p style=\"text-align: left;\"><strong>伊朗首次披露霍尔木兹新方案，称美国曾主动求谈、但仅履约不足以重开<a href=\"https://laohu8.com/S/002320\">海峡</a></strong></p><p style=\"text-align: left;\">伊朗副外长称，海峡相关安排应仅由伊朗和阿曼协商决定，伊方绝不接受任何外部势力介入；根据新安排，目前海峡内临时航道将被关闭，未来大量船舶将改经伊朗领海航行。报道称，与阿曼拟议协议赋予伊朗对驶入霍尔木兹海峡船只的控制权，这是迄今伊方获得的一大让步；伊朗拟向船舶收取货值5%-7%费用，阿曼提出收费约3%，美国反对任何收费。</p><p style=\"text-align: justify;\"><strong>特朗普扬言“猛烈打击”后，伊朗称霍尔木兹海峡不会立即开放</strong></p><p style=\"text-align: justify;\">伊朗方面称，与阿曼的谈判仅涉及船舶通行协调，无关美国，霍尔木兹海峡重新开放仍取决于美国纠正其“违规行为”。此前特朗普称海峡将“很快”开放，否则伊朗将遭“猛烈打击”。</p><p style=\"text-align: justify;\"><strong>按兵不动！美财政部维持季度发债规模不变，40万亿美元债务压力逼近</strong></p><p style=\"text-align: justify;\">美国财政部最新再融资声明维持附息国债拍卖规模不变，但将未来发行表述由“增加”改为“调整”，为政策转向预留灵活性。本季借贷预估上调至7390亿美元，联邦债务总额即将突破40万亿美元。财政部继续依赖短期国库券填补缺口，使融资成本对利率更敏感。市场担忧拖延调整或引发未来更剧烈的长债发行冲击。</p><p style=\"text-align: justify;\"><strong>美联储理事Cook：通胀若未见降温，已准备好加息</strong></p><p style=\"text-align: justify;\">美联储理事Lisa Cook重申加息立场，警告若通胀持续无法回落，政策收紧在所难免。她强调，通胀长期偏离2%目标将导致高通胀预期固化于企业定价与工资行为，纠正难度将大幅上升。尽管承认关税消退、油价走低等潜在缓和因素，Cook表示这不足以改变政策优先级。</p><p style=\"text-align: justify;\"><strong>美联储今年票委呼吁现在加息：别等通胀失控再“猛踩刹车”，今年三次加息并非不可能</strong></p><p style=\"text-align: justify;\">卡什卡利认为，美国经济和就业市场依然强劲，当前利率限制性不足，通胀距离2%目标仍有距离，因此应尽早以渐进方式启动加息，而非等到通胀根深蒂固后被迫激进收紧。他强调支持渐进式加息，但未承诺最早于9月行动。</p><p style=\"text-align: justify;\"><strong>“小非农”不及预期！美国7月ADP就业仅增4.4万人，创年内最低，周五非农数据成关键</strong></p><p style=\"text-align: justify;\">美国7月ADP私人部门新增就业仅4.4万人，创年内新低且低于预期，商品生产部门承压，显示劳动力市场降温。然而，跳槽员工薪资同比强劲增长7%，表明结构性紧张犹存。市场正关注周五非农数据，若走势一致，将印证就业稳健，为美联储继续聚焦抗通胀提供支撑。</p><p style=\"text-align: justify;\"><strong>美国7月ISM服务业PMI持续扩张，需求韧性犹存但滞胀风险升温</strong></p><p style=\"text-align: justify;\">美国7月ISM服务业指数升至54.1，较6月小幅上升0.1点，低于预期的54.5。新订单指数超预期升至57.2，支付价格指数超预期升至70.3，就业指数不及预期降至47.4，跌入收缩区间，成本上升与就业收缩，呈现出一定“滞胀”特征。</p><h2 style=\"text-align: left;\">04 公司新闻</h2><p style=\"text-align: left;\"><strong>AI需求力挺<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>上季营收超预期增近四倍，拟豪掷140亿回购，但本季指引逊色</strong></p><p style=\"text-align: left;\">第四财季，闪迪营收、EPS和毛利率均创单季新高，EPS较分析师预期高逾10%，毛利率超预期升至84.6%、为一年前的三倍多；数据中心收入同比增近13倍、环比翻一倍，最大收入源边缘计算业务收入同比增近四倍，消费业务收入同比降5%；全财年营收较上年增长175%。第一财季营收指引中值同比增359%、仍较分析师预期低5.5%，EPS指引中值略低于预期，毛利率指引大致持平前季。股价盘后跌超7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8db61dc7195a66c7ac70e34ae543a17\" data-align=\"center\" tg-width=\"469\" tg-height=\"135\"/><span></span></p><blockquote><p style=\"text-align: left;\">闪迪电话会称客户订单锁定未来四年，最大客户签约后还在追加需求。闪迪披露，通过在推进的新商业模式（NBM）协议，八大客户锁定未来多年供应，协议覆盖2027财年超过50%的供应，覆盖2028财年约三分之二供应；NBM协议预计最低收入939亿美元，客户违约保障165亿美元；高带宽闪存（HBF）进入与客户深度讨论阶段；预计2026年全球NAND市场规模超3000亿美元、数据中心占一半，2027年规模接近5000亿美元。</p></blockquote><p style=\"text-align: justify;\"><strong><a href=\"https://laohu8.com/S/WDC\">西部数据</a>大跌，第四财季营收、利润超预期，业绩指引令市场失望</strong></p><p style=\"text-align: justify;\">西部数据第四财季营收37.47亿美元，同比增长44%，高于预期的36.8亿美元；净利润暴增逾12倍，调整后EPS达3.56美元，超过预期的3.31美元。预计2027财年第一季度营收40-42亿美元，中值41亿美元，同样高于预期的40.6亿美元。但在公司连续多个季度超预期，股价大幅上涨的背景下，市场显然期待更大幅的“超预期”。股价盘后大跌11%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c6d127421bbedce4f06de70981c863eb\" data-align=\"center\" tg-width=\"458\" tg-height=\"135\"/><span></span></p><blockquote><p style=\"text-align: left;\">电话会：AI时代“数据会复合增长”，物理AI正引爆硬盘需求，长协订单排至2031年。西部数据CEO表示，AI训练和推理工作负载会随时间共享和重用计算资源。然而，这些工作负载产生的数据都在持续积累。关于物理AI，训练所需的现实世界数据量是不够的，需要生成和存储合成数据集，这创造了存储需求的另一个驱动因素。客户对将LTA扩展到2031年的需求非常强劲，不仅未来EB级的需求，还为公司提供了定价杠杆。</p></blockquote><p style=\"text-align: justify;\"><strong>AppLovin盘后跌逾16%：<a href=\"https://laohu8.com/S/QTWO\">Q2</a>营收增53%仍小幅不及预期，Q3指引平淡引抛售</strong></p><p style=\"text-align: left;\">移动广告平台巨头AppLovin交出了一份利润猛增的成绩单，却遭遇了投资者的冷酷审判。该公司股价在盘后交易中暴跌，原因是其第二季度营收略低于市场预期，且给出的下一季度指引不够振奋人心。</p><p style=\"text-align: left;\">财报显示，截至6月30日的第二财季，AppLovin实现营收19.2亿美元，同比增长53%，但仍低于分析师此前普遍预计的19.4亿美元。调整后每股收益为3.76美元，微幅超出市场共识的3.75美元。净利润达到12.7亿美元，较去年同期的8.2亿美元大幅攀升55%;调整后EBITDA为16.1亿美元，同比增长58%，继续展现出强大的盈利能力。</p><p style=\"text-align: left;\">不过，令市场警惕的是，这份成绩单不仅没有跑赢华尔街预期，甚至低于AppLovin自己的内部指引。在随后的业绩电话会上，管理层将不及预期的核心原因归结为一个词：时机。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/601402135061da745ff476ec32fa4e07\" data-align=\"center\" tg-width=\"467\" tg-height=\"142\"/><span></span></p><p style=\"text-align: justify;\"><strong>eBay预测第三季度营收将表现强劲，高价值品类正推动业务增长势头</strong></p><p style=\"text-align: left;\">eBay周三预测第三季度营收将高于华尔街预期，公司正依托其在认证奢侈品、收藏品和翻新产品领域的布局，吸引更多高价值买家进入其在线市场。这是该公司驳回GameStop约560亿美元的非邀约收购要约 ——称其“既不可信也不具吸引力”——以来的首份财报。不过，GameStop首席执行官科恩（Ryan Cohen）表示，他计划继续寻求合并。eBay 进一步加码其“重点品类”，瞄准那些重视商品选择和专业服务的爱好者买家，这一战略使其在竞争对手中脱颖而出。以14亿美元收购时尚转售平台Depop的举措也带来了提振，不仅扩大了公司在年轻消费者中的覆盖范围，还巩固了其在快速增长的二手电商市场中的地位。该公司预计第三季度营收将在30.7亿美元至31.2亿美元之间，而分析师的预期为29.7亿美元。这家在线零售商的股价今年已上涨逾25%，在盘后交易中上涨2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5bca11269441e2105b114a046d3d4235\" data-align=\"center\" tg-width=\"465\" tg-height=\"128\"/><span></span></p><p style=\"text-align: justify;\"><strong>天弘科技盘后跌逾12%，宣布30亿美元股权融资交易</strong></p><p style=\"text-align: left;\">电子元器件制造商Celestica（天弘科技）宣布，为支持其客户群体多年期的需求，公司拟进行总额30亿美元的股权融资，以资助业务投资。公告提及全球AI基础设施建设带来的需求，预计募集资金净额将用于营运资金、支持资本支出投资，以及其他一般公司用途。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5160c0ac4c3edf40814d555a43264539\" data-align=\"center\" tg-width=\"462\" tg-height=\"125\"/><span></span></p><p style=\"text-align: justify;\"><strong>SoundHound AI盘后涨逾22%，Q2营收同比增长45%，上调全年业绩指引</strong></p><p style=\"text-align: justify;\"><span>全球语音与智能自主 AI企业 SoundHound AI第二季度总营收 6190 万美元，同比增长45%。基于第二季度强劲经营表现，公司上调 2026 全年营收指引，区间调整至 2.3 亿–2.6 亿美元。公司计划完成 LivePerson 收购交割后更新业绩指引，交割预计在 2026 年底前落地。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9424c0e2e3189d5c271740a4062f2ebe\" data-align=\"center\" tg-width=\"466\" tg-height=\"128\"/><span></span></p><p style=\"text-align: justify;\"><strong>Anthropic确认组建自研AI芯片团队，采用“多芯片”策略支撑Claude扩张</strong></p><p style=\"text-align: justify;\">Anthropic正在建立内部硅芯片团队，为Claude设计定制芯片，并将采用硬件与模型协同设计的方式，以提升Claude运行速度和效率，更好满足客户大规模部署需求。不过，Anthropic强调，自研芯片并不意味着放弃现有供应商，而是将采取“多芯片”策略，AWS、谷歌、英伟达和AMD提供的硬件仍将是其扩展算力的重要组成部分。</p><p style=\"text-align: justify;\"><strong>微软AI营收严重依赖OpenAI，营收占比或达70%</strong></p><p style=\"text-align: justify;\">截至今年6月的财年内，微软从OpenAI处录得241亿美元的收入。微软CEO此前曾表示，截至3月底，微软AI业务的年化收入达370亿美元。据此推算，微软实际AI收入中，有超过一半、很可能达到约70%来自OpenAI，这凸显出微软对OpenAI的依赖程度依然很高。</p><p style=\"text-align: justify;\">Meta推出首款AI编程智能体，正面挑战Anthropic与OpenAI。Meta发布首款AI编程智能体Muse Code，基于最新模型Muse Spark 1.2运行，支持规划、编写及验证代码等完整任务。产品以低价为核心竞争策略，&#34;贡献者档&#34;每百万输出token仅0.20美元，远低于Anthropic和OpenAI同类产品。</p><p style=\"text-align: justify;\"><strong>Anthropic确认组建芯片团队，自研AI芯片以降低对英伟达的依赖</strong></p><p style=\"text-align: justify;\">据媒体报道，随着旗下模型需求快速增长，人工智能（AI）公司Anthropic正在组建团队，开发自研AI芯片。根据一份招聘信息以及公司声明，Anthropic正在招聘工程师，为其Claude模型设计定制芯片。Anthropic一名发言人对媒体表示，公司正在组建内部半导体团队，为Claude设计专用芯片。这是Anthropic首次公开确认相关计划。据悉，Anthropic将协同设计硬件和AI模型，使Claude能够在“满足客户需求的规模下”运行得更快、更高效。</p><p style=\"text-align: justify;\"><strong><a href=\"https://laohu8.com/S/LLY\">礼来</a>凭爆款药物上调业绩目标，击退“减肥药降温”质疑</strong></p><p style=\"text-align: justify;\">礼来在最新的财报中上调了2026年销售指引，公司的减重药业务在第二季度表现远超预期，缓解了投资者对于“减肥药热潮正在降温”的担忧。礼来周三表示，公司预计2026年全年销售额将在850亿美元至870亿美元之间，高于此前预期。同时，公司第二季度调整后盈利和营收也均超过华尔街预期。糖尿病药物Mounjaro在该季度表现超过所有预期，随着覆盖全球更多市场，这款注射药物的销售额同比飙升91%。减肥药Zepbound同样超过华尔街预期，新推出的口服减肥药Foundayo也取得了强劲开局。</p><p style=\"text-align: justify;\"><strong>Meta推出首款AI编程智能体，主打低价挑战OpenAI与Anthropic</strong></p><p style=\"text-align: justify;\">Meta正式发布首款AI编程智能体Muse Code，将其定位为竞争对手产品的低价替代方案，此举标志着该公司正试图向Anthropic和OpenAI发起挑战。据悉，Muse Code是Meta人工智能负责人Alexandr Wang主导推出的最新重磅产品。Wang目前执掌Meta超级智能实验室，并负责公司基础模型的研发工作。Wang表示：“我们认为，对于大量工作流程和应用场景而言，这款产品都可能成为一个非常好的选择，尤其是在成本方面具有明显优势。”他透露，目前已有部分Meta员工开始在内部使用Muse Code，并预计内部使用规模将进一步扩大。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>今日关注</strong></h2><p style=\"text-align: justify;\">美国上周首次申请失业救济人数。</p><p style=\"text-align: justify;\">欧元区6月零售销售。</p><p style=\"text-align: justify;\">旧金山联储主席戴利、圣路易联储主席穆萨莱姆讲话。</p><p style=\"text-align: justify;\">SpaceX解禁潮将至，1160亿美元股票8月6日进入流通。</p><p style=\"text-align: left;\">---</p><p style=\"text-align: left;\"><strong>资料来源</strong> ：公开市场数据</p><p style=\"text-align: left;\"><strong>免责声明</strong> ：本内容仅供参考，不构成任何投资建议。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"159659":"纳指","LU1223082519.USD":"SCHRODER ISF GLOBAL GOLD \"A\" (USD) INC AV","SCHG":"Schwab U.S. Large -Cap Growth ET","WISE":"THEMES GENERATIVE ARTIFICIAL INTELLIGENCE 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SGD-H"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130267269","content_text":"01 股市美东时间周三，美股三大指数收盘涨跌不一，受中东局势缓和的乐观情绪提振，道指续创新高。因SpaceX和AMD在公布季度业绩后股价大挫，拖累科技板块表现，终结纳指连涨势头。截至收盘，道指上涨263.24点，涨幅为0.49%，报54349.12点；纳指跌221.55点，跌幅为0.83%，报26363.44点；标普500指数跌12.97点，跌幅为0.17%，报7723.55点。【热门股表现】大型科技股涨跌不一 ，英伟达涨3.43%，苹果涨0.52%，Meta涨0.14%，微软跌1.09%，亚马逊跌1.72%，特斯拉跌1.77%。谷歌A跌4.03%，该公司宣布对旗下人工智能(AI)部门进行重大调整，公司首席科学家杰夫·迪恩将在任职27年后离开谷歌。SpaceX公布上市后的首份财报，得益于星链卫星通信业务以及人工智能业务的快速增长，公司季度营收接近翻倍，同时经营亏损明显收窄。不过，由于投资者担忧公司能否长期维持人工智能相关投资的巨额支出，SpaceX股价大跌13.6%。AMD预计下一季度营收将高于市场预期，反映出人工智能需求依然强劲，但该公司股价仍下跌7%。投资者希望看到更多证据，证明当前规模庞大的AI基础设施投资能够真正转化为更快的收入和利润增长。安进股价上涨4.6%，为道指贡献超过100点涨幅。此前，该公司公布第二季度销售额同比增长9%。迪士尼股价上涨3.6%，此前该公司季度利润超过市场预期，也对道指形成支撑。贵金属板块涨幅居前，泛美白银涨超7.4%，纽蒙特涨6.7%，金田涨超9.3%，科尔黛伦矿业涨7.5%。纳斯达克中国金龙指数收跌1.09%，热门中概股多数下跌，金山云跌4.2%，哔哩哔哩跌2.2%，网易跌1.8%，京东跌1.3%，阿里跌0.1%，新东方涨1.2%。02 其他市场美国10年期国债收益率涨0.61个基点，报4.6188%。两年期美债收益率跌0.84个基点，报4.1833%。现货黄金涨4.11%，报4245.39美元/盎司。现货白银涨4.12%，报62.0075美元/盎司。WTI 9月原油期货收跌0.72%，报75.22美元/桶。布伦特10月原油期货收涨0.11%，报79.45美元/桶。比特币一度突破6.5万美元，截至发稿涨0.67%，报64702.79美元；以太坊涨超1.7%，报1909美元。03 国际宏观伊朗首次披露霍尔木兹新方案，称美国曾主动求谈、但仅履约不足以重开海峡伊朗副外长称，海峡相关安排应仅由伊朗和阿曼协商决定，伊方绝不接受任何外部势力介入；根据新安排，目前海峡内临时航道将被关闭，未来大量船舶将改经伊朗领海航行。报道称，与阿曼拟议协议赋予伊朗对驶入霍尔木兹海峡船只的控制权，这是迄今伊方获得的一大让步；伊朗拟向船舶收取货值5%-7%费用，阿曼提出收费约3%，美国反对任何收费。特朗普扬言“猛烈打击”后，伊朗称霍尔木兹海峡不会立即开放伊朗方面称，与阿曼的谈判仅涉及船舶通行协调，无关美国，霍尔木兹海峡重新开放仍取决于美国纠正其“违规行为”。此前特朗普称海峡将“很快”开放，否则伊朗将遭“猛烈打击”。按兵不动！美财政部维持季度发债规模不变，40万亿美元债务压力逼近美国财政部最新再融资声明维持附息国债拍卖规模不变，但将未来发行表述由“增加”改为“调整”，为政策转向预留灵活性。本季借贷预估上调至7390亿美元，联邦债务总额即将突破40万亿美元。财政部继续依赖短期国库券填补缺口，使融资成本对利率更敏感。市场担忧拖延调整或引发未来更剧烈的长债发行冲击。美联储理事Cook：通胀若未见降温，已准备好加息美联储理事Lisa Cook重申加息立场，警告若通胀持续无法回落，政策收紧在所难免。她强调，通胀长期偏离2%目标将导致高通胀预期固化于企业定价与工资行为，纠正难度将大幅上升。尽管承认关税消退、油价走低等潜在缓和因素，Cook表示这不足以改变政策优先级。美联储今年票委呼吁现在加息：别等通胀失控再“猛踩刹车”，今年三次加息并非不可能卡什卡利认为，美国经济和就业市场依然强劲，当前利率限制性不足，通胀距离2%目标仍有距离，因此应尽早以渐进方式启动加息，而非等到通胀根深蒂固后被迫激进收紧。他强调支持渐进式加息，但未承诺最早于9月行动。“小非农”不及预期！美国7月ADP就业仅增4.4万人，创年内最低，周五非农数据成关键美国7月ADP私人部门新增就业仅4.4万人，创年内新低且低于预期，商品生产部门承压，显示劳动力市场降温。然而，跳槽员工薪资同比强劲增长7%，表明结构性紧张犹存。市场正关注周五非农数据，若走势一致，将印证就业稳健，为美联储继续聚焦抗通胀提供支撑。美国7月ISM服务业PMI持续扩张，需求韧性犹存但滞胀风险升温美国7月ISM服务业指数升至54.1，较6月小幅上升0.1点，低于预期的54.5。新订单指数超预期升至57.2，支付价格指数超预期升至70.3，就业指数不及预期降至47.4，跌入收缩区间，成本上升与就业收缩，呈现出一定“滞胀”特征。04 公司新闻AI需求力挺闪迪上季营收超预期增近四倍，拟豪掷140亿回购，但本季指引逊色第四财季，闪迪营收、EPS和毛利率均创单季新高，EPS较分析师预期高逾10%，毛利率超预期升至84.6%、为一年前的三倍多；数据中心收入同比增近13倍、环比翻一倍，最大收入源边缘计算业务收入同比增近四倍，消费业务收入同比降5%；全财年营收较上年增长175%。第一财季营收指引中值同比增359%、仍较分析师预期低5.5%，EPS指引中值略低于预期，毛利率指引大致持平前季。股价盘后跌超7%。闪迪电话会称客户订单锁定未来四年，最大客户签约后还在追加需求。闪迪披露，通过在推进的新商业模式（NBM）协议，八大客户锁定未来多年供应，协议覆盖2027财年超过50%的供应，覆盖2028财年约三分之二供应；NBM协议预计最低收入939亿美元，客户违约保障165亿美元；高带宽闪存（HBF）进入与客户深度讨论阶段；预计2026年全球NAND市场规模超3000亿美元、数据中心占一半，2027年规模接近5000亿美元。西部数据大跌，第四财季营收、利润超预期，业绩指引令市场失望西部数据第四财季营收37.47亿美元，同比增长44%，高于预期的36.8亿美元；净利润暴增逾12倍，调整后EPS达3.56美元，超过预期的3.31美元。预计2027财年第一季度营收40-42亿美元，中值41亿美元，同样高于预期的40.6亿美元。但在公司连续多个季度超预期，股价大幅上涨的背景下，市场显然期待更大幅的“超预期”。股价盘后大跌11%。电话会：AI时代“数据会复合增长”，物理AI正引爆硬盘需求，长协订单排至2031年。西部数据CEO表示，AI训练和推理工作负载会随时间共享和重用计算资源。然而，这些工作负载产生的数据都在持续积累。关于物理AI，训练所需的现实世界数据量是不够的，需要生成和存储合成数据集，这创造了存储需求的另一个驱动因素。客户对将LTA扩展到2031年的需求非常强劲，不仅未来EB级的需求，还为公司提供了定价杠杆。AppLovin盘后跌逾16%：Q2营收增53%仍小幅不及预期，Q3指引平淡引抛售移动广告平台巨头AppLovin交出了一份利润猛增的成绩单，却遭遇了投资者的冷酷审判。该公司股价在盘后交易中暴跌，原因是其第二季度营收略低于市场预期，且给出的下一季度指引不够振奋人心。财报显示，截至6月30日的第二财季，AppLovin实现营收19.2亿美元，同比增长53%，但仍低于分析师此前普遍预计的19.4亿美元。调整后每股收益为3.76美元，微幅超出市场共识的3.75美元。净利润达到12.7亿美元，较去年同期的8.2亿美元大幅攀升55%;调整后EBITDA为16.1亿美元，同比增长58%，继续展现出强大的盈利能力。不过，令市场警惕的是，这份成绩单不仅没有跑赢华尔街预期，甚至低于AppLovin自己的内部指引。在随后的业绩电话会上，管理层将不及预期的核心原因归结为一个词：时机。eBay预测第三季度营收将表现强劲，高价值品类正推动业务增长势头eBay周三预测第三季度营收将高于华尔街预期，公司正依托其在认证奢侈品、收藏品和翻新产品领域的布局，吸引更多高价值买家进入其在线市场。这是该公司驳回GameStop约560亿美元的非邀约收购要约 ——称其“既不可信也不具吸引力”——以来的首份财报。不过，GameStop首席执行官科恩（Ryan Cohen）表示，他计划继续寻求合并。eBay 进一步加码其“重点品类”，瞄准那些重视商品选择和专业服务的爱好者买家，这一战略使其在竞争对手中脱颖而出。以14亿美元收购时尚转售平台Depop的举措也带来了提振，不仅扩大了公司在年轻消费者中的覆盖范围，还巩固了其在快速增长的二手电商市场中的地位。该公司预计第三季度营收将在30.7亿美元至31.2亿美元之间，而分析师的预期为29.7亿美元。这家在线零售商的股价今年已上涨逾25%，在盘后交易中上涨2%。天弘科技盘后跌逾12%，宣布30亿美元股权融资交易电子元器件制造商Celestica（天弘科技）宣布，为支持其客户群体多年期的需求，公司拟进行总额30亿美元的股权融资，以资助业务投资。公告提及全球AI基础设施建设带来的需求，预计募集资金净额将用于营运资金、支持资本支出投资，以及其他一般公司用途。SoundHound AI盘后涨逾22%，Q2营收同比增长45%，上调全年业绩指引全球语音与智能自主 AI企业 SoundHound AI第二季度总营收 6190 万美元，同比增长45%。基于第二季度强劲经营表现，公司上调 2026 全年营收指引，区间调整至 2.3 亿–2.6 亿美元。公司计划完成 LivePerson 收购交割后更新业绩指引，交割预计在 2026 年底前落地。Anthropic确认组建自研AI芯片团队，采用“多芯片”策略支撑Claude扩张Anthropic正在建立内部硅芯片团队，为Claude设计定制芯片，并将采用硬件与模型协同设计的方式，以提升Claude运行速度和效率，更好满足客户大规模部署需求。不过，Anthropic强调，自研芯片并不意味着放弃现有供应商，而是将采取“多芯片”策略，AWS、谷歌、英伟达和AMD提供的硬件仍将是其扩展算力的重要组成部分。微软AI营收严重依赖OpenAI，营收占比或达70%截至今年6月的财年内，微软从OpenAI处录得241亿美元的收入。微软CEO此前曾表示，截至3月底，微软AI业务的年化收入达370亿美元。据此推算，微软实际AI收入中，有超过一半、很可能达到约70%来自OpenAI，这凸显出微软对OpenAI的依赖程度依然很高。Meta推出首款AI编程智能体，正面挑战Anthropic与OpenAI。Meta发布首款AI编程智能体Muse Code，基于最新模型Muse Spark 1.2运行，支持规划、编写及验证代码等完整任务。产品以低价为核心竞争策略，\"贡献者档\"每百万输出token仅0.20美元，远低于Anthropic和OpenAI同类产品。Anthropic确认组建芯片团队，自研AI芯片以降低对英伟达的依赖据媒体报道，随着旗下模型需求快速增长，人工智能（AI）公司Anthropic正在组建团队，开发自研AI芯片。根据一份招聘信息以及公司声明，Anthropic正在招聘工程师，为其Claude模型设计定制芯片。Anthropic一名发言人对媒体表示，公司正在组建内部半导体团队，为Claude设计专用芯片。这是Anthropic首次公开确认相关计划。据悉，Anthropic将协同设计硬件和AI模型，使Claude能够在“满足客户需求的规模下”运行得更快、更高效。礼来凭爆款药物上调业绩目标，击退“减肥药降温”质疑礼来在最新的财报中上调了2026年销售指引，公司的减重药业务在第二季度表现远超预期，缓解了投资者对于“减肥药热潮正在降温”的担忧。礼来周三表示，公司预计2026年全年销售额将在850亿美元至870亿美元之间，高于此前预期。同时，公司第二季度调整后盈利和营收也均超过华尔街预期。糖尿病药物Mounjaro在该季度表现超过所有预期，随着覆盖全球更多市场，这款注射药物的销售额同比飙升91%。减肥药Zepbound同样超过华尔街预期，新推出的口服减肥药Foundayo也取得了强劲开局。Meta推出首款AI编程智能体，主打低价挑战OpenAI与AnthropicMeta正式发布首款AI编程智能体Muse Code，将其定位为竞争对手产品的低价替代方案，此举标志着该公司正试图向Anthropic和OpenAI发起挑战。据悉，Muse Code是Meta人工智能负责人Alexandr Wang主导推出的最新重磅产品。Wang目前执掌Meta超级智能实验室，并负责公司基础模型的研发工作。Wang表示：“我们认为，对于大量工作流程和应用场景而言，这款产品都可能成为一个非常好的选择，尤其是在成本方面具有明显优势。”他透露，目前已有部分Meta员工开始在内部使用Muse Code，并预计内部使用规模将进一步扩大。今日关注美国上周首次申请失业救济人数。欧元区6月零售销售。旧金山联储主席戴利、圣路易联储主席穆萨莱姆讲话。SpaceX解禁潮将至，1160亿美元股票8月6日进入流通。---资料来源 ：公开市场数据免责声明 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09:45","market":"us","language":"zh","title":"韩国股市不断超车 已越过印度成为世界第六大股市","url":"https://stock-news.laohu8.com/highlight/detail?id=2640963996","media":"金融界","summary":"韩国股市今年已陆续超过了加拿大、德国、英国和法国股市。反观印度，其股市则受到卢比贬值、创纪录的外资流出以及匮乏与AI基础设施直接相关的公司等因素的困扰。尽管韩国股市市值已经超过印度，但根据国际货币基金组织的估算，印度4.15万亿美元的经济规模仍然高于韩国的1.93万亿美元。","content":"<html><body><div>\n<p>来源：环球市场播报</p><p>随着全球<span>人工智能</span>建设所依赖的芯片巨头股价持续飙升，韩国股市已超越印度股市，排到世界第六。</p><p><span><span>彭博</span></span>汇编的数据显示，今年在韩上市公司总市值飙升86%，达到5万亿美元，而在印上市公司总市值则下降至4.8万亿美元。</p><p>新晋万亿美元市值俱乐部成员<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>和SK海力士，是韩股涨势的主要推手，凭借它们在AI<span>存储芯片</span>领域的主导地位，推动韩国KOSPI指数在2026年上涨了逾100%。韩国股市今年已陆续超过了加拿大、德国、英国和法国股市。</p><p>“对于一个不久前还把5000点设为雄心勃勃的KOSPI目标的市场来说，赶上印度是一个意义非凡的里程碑，”Asset Value Investors高级投资分析师Ross McGarry表示。“不过，今年的上涨行情主要归功于存储周期 —— <a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和SK海力士挑起了大梁。真正的考验在于，韩国能否通过真正的公司治理改革来维持这一价值重估势头。”</p><p>反观印度，其股市则受到卢比贬值、创纪录的外资流出以及匮乏与AI基础设施直接相关的公司等因素的困扰。</p><p>尽管韩国股市市值已经超过印度，但根据国际货币基金组织（IMF）的估算，印度4.15万亿美元的经济规模仍然高于韩国的1.93万亿美元。</p>\n<div>\n<p>美股频道更多独家策划、专家专栏，免费查阅&gt;&gt;</p>\n<div>\r\n            责任编辑：栎树\r\n          </div>\n</div>\n</div></body></html>","source":"jinrongjie_highlight","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>韩国股市不断超车 已越过印度成为世界第六大股市</title>\n<style 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href=\"https://usstock.jrj.com.cn/2026/06/02094557296213.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FLKR":"Franklin FTSE South Korea ETF","BK4588":"碎股","BK4585":"ETF&股票定投概念","EWY":"韩国ETF-iShares MSCI","BK4535":"淡马锡持仓","MKOR":"Matthews Korea Active ETF","BK4581":"高盛持仓","KDEF":"PLUS Korea Defense Industry Index ETF","BK4504":"桥水持仓","KORU":"3倍做多韩国ETF-Direxion","EEMO":"Invesco S&P Emerging Markets Momentum ETF","VEA":"EAFE指数ETF-Vanguard MSCI"},"source_url":"https://usstock.jrj.com.cn/2026/06/02094557296213.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2640963996","content_text":"来源：环球市场播报随着全球人工智能建设所依赖的芯片巨头股价持续飙升，韩国股市已超越印度股市，排到世界第六。彭博汇编的数据显示，今年在韩上市公司总市值飙升86%，达到5万亿美元，而在印上市公司总市值则下降至4.8万亿美元。新晋万亿美元市值俱乐部成员三星电子和SK海力士，是韩股涨势的主要推手，凭借它们在AI存储芯片领域的主导地位，推动韩国KOSPI指数在2026年上涨了逾100%。韩国股市今年已陆续超过了加拿大、德国、英国和法国股市。“对于一个不久前还把5000点设为雄心勃勃的KOSPI目标的市场来说，赶上印度是一个意义非凡的里程碑，”Asset 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今天正股收盘6.5，你又偷吃了呀","text":"$南方两倍做多海力士(07709)$ 今天正股收盘6.5，你又偷吃了呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/576497885096072","isVote":1,"tweetType":1,"viewCount":1262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":574507666581536,"gmtCreate":1781274569235,"gmtModify":1781274582647,"author":{"id":"4222050044695520","authorId":"4222050044695520","name":"浮生若梦_6592","avatar":"https://static.tigerbbs.com/d0ec5c6a2443c0b752228c64cdd8eef4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222050044695520","idStr":"4222050044695520"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$ </a> 围观一下，有人开盘买吗","listText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$ </a> 围观一下，有人开盘买吗","text":"$SpaceX(SPCX)$ 围观一下，有人开盘买吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574507666581536","isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":574402073650904,"gmtCreate":1781248766484,"gmtModify":1781249462524,"author":{"id":"4222050044695520","authorId":"4222050044695520","name":"浮生若梦_6592","avatar":"https://static.tigerbbs.com/d0ec5c6a2443c0b752228c64cdd8eef4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222050044695520","idStr":"4222050044695520"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a>金石十数据:&nbsp;华尔街主经纪商针对，对冲基金用股票总汇报互换加杠杆做多三星海力士全面收紧，大幅抬升融资成本。导致三星海力士大跳水","listText":"<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a>金石十数据:&nbsp;华尔街主经纪商针对，对冲基金用股票总汇报互换加杠杆做多三星海力士全面收紧，大幅抬升融资成本。导致三星海力士大跳水","text":"$南方两倍做多海力士(07709)$ 金石十数据: 华尔街主经纪商针对，对冲基金用股票总汇报互换加杠杆做多三星海力士全面收紧，大幅抬升融资成本。导致三星海力士大跳水","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574402073650904","isVote":1,"tweetType":1,"viewCount":3634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":582935957906808,"gmtCreate":1783349855950,"gmtModify":1783349857732,"author":{"id":"4222050044695520","authorId":"4222050044695520","name":"浮生若梦_6592","avatar":"https://static.tigerbbs.com/d0ec5c6a2443c0b752228c64cdd8eef4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222050044695520","idStr":"4222050044695520"},"themes":[],"title":"","htmlText":"高盛变卦比较快","listText":"高盛变卦比较快","text":"高盛变卦比较快","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/582935957906808","repostId":"2649621392","repostType":2,"repost":{"id":"2649621392","kind":"highlight","weMediaInfo":{"introduction":"链捕手ChainCatcher 成立于 2018 年，是一家领先的中文 Web3 媒体及数据服务商。","home_visible":1,"media_name":"链捕手","id":"1041503808","head_image":"https://community-static.tradeup.com/news/64f0784cc29a0d0070f6e968ef6ec7f5"},"pubTimestamp":1783338920,"share":"https://www.laohunote.com/m/news/2649621392?lang=zh_CN&edition=full","pubTime":"2026-07-06 19:55","market":"other","language":"zh","title":"高盛：韩股下半年有望迎来普涨行情，维持 KOSPI 12000 点目标","url":"https://stock-news.laohu8.com/highlight/detail?id=2649621392","media":"链捕手","summary":" ChainCatcher 消息，高盛最新研报表示，韩国股市下半年上涨行情有望从三星电子、SK 海力士等 AI 存储龙头扩散至能源、原材料、工业制造等更多行业，海外资金正逐步布局 AI 产业链上下游及其他独立投资机会。\n\n针对市场有关韩股存在泡沫的质疑，高盛认为，当前融资余额上升主要源于杠杆 ETF 净值增长，而非投资者新增借贷，韩国居民资产仍以房地产、现金及海外股票为主，本土股市仍具备增量资金流入空间。\n\n高盛预计，韩国企业 2026 年整体净利润同比增长约 320%，2027 年仍将保持约 35% 的增速，并维持韩国综合股价指数（KOSPI）未来 12 个月 12000 点目标位，较当前水平仍有逾 20% 上涨空间，但预计后续市场波动将有所加剧。 ","content":"<html><body><p>ChainCatcher 消息，<a href=\"https://laohu8.com/S/GS\">高盛</a>最新研报表示，韩国股市下半年上涨行情有望从<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>、SK 海力士等 AI 存储龙头扩散至能源、原材料、工业制造等更多行业，海外资金正逐步布局 AI 产业链上下游及其他独立投资机会。</p>\n<p>针对市场有关韩股存在泡沫的质疑，高盛认为，当前融资余额上升主要源于杠杆 ETF 净值增长，而非投资者新增借贷，韩国居民资产仍以房地产、现金及海外股票为主，本土股市仍具备增量资金流入空间。</p>\n<p>高盛预计，韩国企业 2026 年整体净利润同比增长约 320%，2027 年仍将保持约 35% 的增速，并维持韩国综合股价指数（KOSPI）未来 12 个月 12000 点目标位，较当前水平仍有逾 20% 上涨空间，但预计后续市场波动将有所加剧。</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>高盛：韩股下半年有望迎来普涨行情，维持 KOSPI 12000 点目标</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛：韩股下半年有望迎来普涨行情，维持 KOSPI 12000 点目标\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1041503808\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/64f0784cc29a0d0070f6e968ef6ec7f5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">链捕手 </p>\n<p class=\"h-time\">2026-07-06 19:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>ChainCatcher 消息，<a href=\"https://laohu8.com/S/GS\">高盛</a>最新研报表示，韩国股市下半年上涨行情有望从<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>、SK 海力士等 AI 存储龙头扩散至能源、原材料、工业制造等更多行业，海外资金正逐步布局 AI 产业链上下游及其他独立投资机会。</p>\n<p>针对市场有关韩股存在泡沫的质疑，高盛认为，当前融资余额上升主要源于杠杆 ETF 净值增长，而非投资者新增借贷，韩国居民资产仍以房地产、现金及海外股票为主，本土股市仍具备增量资金流入空间。</p>\n<p>高盛预计，韩国企业 2026 年整体净利润同比增长约 320%，2027 年仍将保持约 35% 的增速，并维持韩国综合股价指数（KOSPI）未来 12 个月 12000 点目标位，较当前水平仍有逾 20% 上涨空间，但预计后续市场波动将有所加剧。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EWY":"韩国ETF-iShares MSCI","SPEM":"SPDR Portfolio Emerging Markets ETF","MKOR":"Matthews Korea Active ETF","FLKR":"Franklin FTSE South Korea ETF","BK4535":"淡马锡持仓","BK4588":"碎股","BK4585":"ETF&股票定投概念","KORU":"3倍做多韩国ETF-Direxion","VXUS":"国际股票ETF-Vanguard"},"source_url":"https://www.chaincatcher.com/article/2275150","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2649621392","content_text":"ChainCatcher 消息，高盛最新研报表示，韩国股市下半年上涨行情有望从三星电子、SK 海力士等 AI 存储龙头扩散至能源、原材料、工业制造等更多行业，海外资金正逐步布局 AI 产业链上下游及其他独立投资机会。\n针对市场有关韩股存在泡沫的质疑，高盛认为，当前融资余额上升主要源于杠杆 ETF 净值增长，而非投资者新增借贷，韩国居民资产仍以房地产、现金及海外股票为主，本土股市仍具备增量资金流入空间。\n高盛预计，韩国企业 2026 年整体净利润同比增长约 320%，2027 年仍将保持约 35% 的增速，并维持韩国综合股价指数（KOSPI）未来 12 个月 12000 点目标位，较当前水平仍有逾 20% 上涨空间，但预计后续市场波动将有所加剧。","news_type":1,"symbols_score_info":{"KORU":1.5,"VXUS":1.5,"EWY":1.5,"SPEM":1.5,"MKOR":1.5,"FLKR":1.5}},"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}