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爆一丝

爆一丝

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IP属地：海南

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05-30

$AST SpaceMobile, Inc.(ASTS)$ RK和LU都能拉回来，你却一直潜水。没话说了

05-19

$Applied Optoelectronics Inc.(AAOI)$ 拉了35%，不反弹一点？🫠

05-20

$三倍做空半导体ETF-Direxion Daily(SOXS)$ 起码跌到月底。

06-05

$Planet Labs Pbc(PL)$ 在这里的朋友还好吗[微笑]

06-05

极度正面还砸那么重[梭哈]

SK 海力士美国上市路演获"极度正面"反馈，HBM定价优势有望延续至明年

05-29

$AST SpaceMobile, Inc.(ASTS)$ 砸的真狠[捂脸]

05-27

$Intuitive Machines(LUNR)$ 熔断是出什么事了？？？

05-20

$闪迪(SNDK)$ 三星罢工了，存储要拉起来了。

05-18

$闪迪(SNDK)$ 反弹一波，给个机会减个仓🙃

07-10 20:13

Circle

美股盘前｜SK海力士美股今夜首秀！Circle涨逾12%获批设立国家信托银行；Meta付费AI大模型能力据称超Google

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20:00","market":"fut","language":"zh","title":"美股盘前｜SK海力士美股今夜首秀！Circle涨逾12%获批设立国家信托银行；Meta付费AI大模型能力据称超Google","url":"https://stock-news.laohu8.com/highlight/detail?id=1191123425","media":"老虎资讯综合","summary":"宏观数据临近公布令市场观望情绪升温，高利率与通胀预期牵动资金在各板块间谨慎轮动。","content":"<html><head></head><body><p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\">01 股市</h2><p style=\"text-align: left;\"><strong>截至7月10日，美股三大期指涨跌互现。</strong>道琼斯工业平均指数期货微升0.07%，标普500期指小幅回落0.12%，纳斯达克100期指下挫0.49%。宏观数据临近公布令市场观望情绪升温，高利率与通胀预期牵动资金在各板块间谨慎轮动。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/827f83d87dcf79e557d2b4b3c633ef69\" data-align=\"center\" tg-width=\"470\" tg-height=\"102\"/><span></span></p><p style=\"text-align: left;\"><strong>热门股异动：</strong>受获批设立全国数字货币信托银行刺激，<strong>Circle</strong> 盘前飙升12.02%；<strong>Meta Platforms</strong> 在宣布推出低价付费大模型API后上涨3.39%；机构维持“跑赢”评级并看好AI电商前景，<strong>Shopify</strong> 涨约2%；内存与半导体股承压，<strong>英特尔</strong> 跌近3%，<strong>迈威尔科技</strong>、<strong>美光科技</strong> 与 <strong>闪迪</strong> 跌幅在一至三个百分点，显示“芯片通胀”成本仍是市场担忧焦点。</p><p style=\"text-align: left;\"><strong>中概股方面：百度</strong>、<strong>京东</strong>、<strong>蔚来</strong> 与 <strong>小鹏汽车</strong> 盘前普遍上涨一至二个百分点，受境内外上市进展与消费数据改善提振，投资者对优质互联网及新能源汽车龙头保持关注。</p><h2 style=\"text-align: left;\"><strong>02 其他市场</strong></h2><p style=\"text-align: left;\"><strong>7月10日十年美债收益率上升0.14%，最新收益率为4.55。</strong></p><p style=\"text-align: left;\"><strong>7月10日美元兑离岸人民币下降0.12%，报6.80；美元兑港币上升0.04%，报7.84。</strong></p><p style=\"text-align: left;\"><strong>7月10日美元指数下降0.09%，报100.84。</strong></p><p style=\"text-align: left;\"><strong>7月10日美原油主连期货上升0.87%，报72.71美元/桶；纽约金主连期货下降0.71%，报4,111.30美元/盎司。</strong></p><h2 style=\"text-align: left;\"><strong>03 要闻</strong></h2><p style=\"text-align: left;\"><strong>SK 海力士完成逾2,650亿美元等值ADR发行并登陆纳斯达克</strong>。募资将投向HBM与先进封装产能扩建，超七倍超额认购反映全球资金对AI内存赛道的高度热情，华尔街四大行固定承销费逾1.3亿美元。</p><p style=\"text-align: left;\"><strong>芝加哥期权交易所：预计将在SK海力士上市交易后的第2个交易日挂牌其股票期权</strong></p><p style=\"text-align: left;\">芝加哥期权交易所(CBOE)消息人士透露，预计将在SK海力士股票上市交易后的第2个工作日挂牌其股票期权。</p><p style=\"text-align: left;\"><strong>英国将微软、谷歌、亚马逊及甲骨文列为金融业关键云供应商并纳入直接监管</strong>。新规要求开展韧性测试和重大事故报告，以降低云服务故障对金融体系的系统性风险。</p><p style=\"text-align: left;\"><strong>Circle获美国OCC批准设立“Circle National Trust”数字货币银行</strong>。该实体将受联邦直接监管，负责为Circle及其附属公司提供数字资产托管等服务，助力其合规扩张。</p><p style=\"text-align: left;\"><strong>Meta首推付费大模型，能力超越Google，定价仅为Anthropic四分之一</strong></p><p style=\"text-align: left;\">Meta推出旗舰模型Muse Spark 1.1，其在Agent能力、编程和多模态等多个测试项目中，成绩已经超过Google的Gemini模型。扎克伯格透露，Meta API的定价约为OpenAI和Anthropic同类顶级模型官方价格的四分之一。</p><p style=\"text-align: left;\"><strong>SoftBank与PayPay正洽谈向Seven &amp; i投资数千亿日元</strong>。交易旨在利用AI与机器人技术提升7-Eleven门店运营效率，并助力零售商聚焦核心业务。</p><p style=\"text-align: left;\"><strong>达美航空第二季度业绩超预期并重申全年盈利目标</strong>。公司计划继续将高企的燃油成本转嫁至票价，预计三季度每股收益最高可达2.50美元。</p><p style=\"text-align: left;\"><strong>欧盟要求Meta修改Facebook与Instagram的“成瘾性设计”</strong>。建议禁用自动播放等功能并设置屏幕时间提醒，如未整改最高可处全球营业额6%罚款。</p><p style=\"text-align: left;\"><strong>Shein获得中国证监会备案为香港上市铺路</strong>。该快时尚平台向境外上市关键环节再进一步，市场关注其潜在估值及融资规模。</p><p style=\"text-align: left;\"><strong>芝加哥期权交易所拟在SK 海力士美股上市两日后推出其期权合约</strong>。新衍生品上线将提升该芯片巨头在美市场交易活跃度。</p><p style=\"text-align: left;\"><strong>欧盟发布初步意见要求Meta增强未成年人网络保护措施</strong>。监管方考虑强制Meta默认关闭无限滚动等功能，并视情况采取进一步执法措施。</p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\"></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股盘前｜SK海力士美股今夜首秀！Circle涨逾12%获批设立国家信托银行；Meta付费AI大模型能力据称超Google</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股盘前｜SK海力士美股今夜首秀！Circle涨逾12%获批设立国家信托银行；Meta付费AI大模型能力据称超Google\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\">2026-07-10 20:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\">01 股市</h2><p style=\"text-align: left;\"><strong>截至7月10日，美股三大期指涨跌互现。</strong>道琼斯工业平均指数期货微升0.07%，标普500期指小幅回落0.12%，纳斯达克100期指下挫0.49%。宏观数据临近公布令市场观望情绪升温，高利率与通胀预期牵动资金在各板块间谨慎轮动。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/827f83d87dcf79e557d2b4b3c633ef69\" data-align=\"center\" tg-width=\"470\" tg-height=\"102\"/><span></span></p><p style=\"text-align: left;\"><strong>热门股异动：</strong>受获批设立全国数字货币信托银行刺激，<strong>Circle</strong> 盘前飙升12.02%；<strong>Meta Platforms</strong> 在宣布推出低价付费大模型API后上涨3.39%；机构维持“跑赢”评级并看好AI电商前景，<strong>Shopify</strong> 涨约2%；内存与半导体股承压，<strong>英特尔</strong> 跌近3%，<strong>迈威尔科技</strong>、<strong>美光科技</strong> 与 <strong>闪迪</strong> 跌幅在一至三个百分点，显示“芯片通胀”成本仍是市场担忧焦点。</p><p style=\"text-align: left;\"><strong>中概股方面：百度</strong>、<strong>京东</strong>、<strong>蔚来</strong> 与 <strong>小鹏汽车</strong> 盘前普遍上涨一至二个百分点，受境内外上市进展与消费数据改善提振，投资者对优质互联网及新能源汽车龙头保持关注。</p><h2 style=\"text-align: left;\"><strong>02 其他市场</strong></h2><p style=\"text-align: left;\"><strong>7月10日十年美债收益率上升0.14%，最新收益率为4.55。</strong></p><p style=\"text-align: left;\"><strong>7月10日美元兑离岸人民币下降0.12%，报6.80；美元兑港币上升0.04%，报7.84。</strong></p><p style=\"text-align: left;\"><strong>7月10日美元指数下降0.09%，报100.84。</strong></p><p style=\"text-align: left;\"><strong>7月10日美原油主连期货上升0.87%，报72.71美元/桶；纽约金主连期货下降0.71%，报4,111.30美元/盎司。</strong></p><h2 style=\"text-align: left;\"><strong>03 要闻</strong></h2><p style=\"text-align: left;\"><strong>SK 海力士完成逾2,650亿美元等值ADR发行并登陆纳斯达克</strong>。募资将投向HBM与先进封装产能扩建，超七倍超额认购反映全球资金对AI内存赛道的高度热情，华尔街四大行固定承销费逾1.3亿美元。</p><p style=\"text-align: left;\"><strong>芝加哥期权交易所：预计将在SK海力士上市交易后的第2个交易日挂牌其股票期权</strong></p><p style=\"text-align: left;\">芝加哥期权交易所(CBOE)消息人士透露，预计将在SK海力士股票上市交易后的第2个工作日挂牌其股票期权。</p><p style=\"text-align: left;\"><strong>英国将微软、谷歌、亚马逊及甲骨文列为金融业关键云供应商并纳入直接监管</strong>。新规要求开展韧性测试和重大事故报告，以降低云服务故障对金融体系的系统性风险。</p><p style=\"text-align: left;\"><strong>Circle获美国OCC批准设立“Circle National Trust”数字货币银行</strong>。该实体将受联邦直接监管，负责为Circle及其附属公司提供数字资产托管等服务，助力其合规扩张。</p><p style=\"text-align: left;\"><strong>Meta首推付费大模型，能力超越Google，定价仅为Anthropic四分之一</strong></p><p style=\"text-align: left;\">Meta推出旗舰模型Muse Spark 1.1，其在Agent能力、编程和多模态等多个测试项目中，成绩已经超过Google的Gemini模型。扎克伯格透露，Meta API的定价约为OpenAI和Anthropic同类顶级模型官方价格的四分之一。</p><p style=\"text-align: left;\"><strong>SoftBank与PayPay正洽谈向Seven &amp; i投资数千亿日元</strong>。交易旨在利用AI与机器人技术提升7-Eleven门店运营效率，并助力零售商聚焦核心业务。</p><p style=\"text-align: left;\"><strong>达美航空第二季度业绩超预期并重申全年盈利目标</strong>。公司计划继续将高企的燃油成本转嫁至票价，预计三季度每股收益最高可达2.50美元。</p><p style=\"text-align: left;\"><strong>欧盟要求Meta修改Facebook与Instagram的“成瘾性设计”</strong>。建议禁用自动播放等功能并设置屏幕时间提醒，如未整改最高可处全球营业额6%罚款。</p><p style=\"text-align: left;\"><strong>Shein获得中国证监会备案为香港上市铺路</strong>。该快时尚平台向境外上市关键环节再进一步，市场关注其潜在估值及融资规模。</p><p style=\"text-align: left;\"><strong>芝加哥期权交易所拟在SK 海力士美股上市两日后推出其期权合约</strong>。新衍生品上线将提升该芯片巨头在美市场交易活跃度。</p><p style=\"text-align: left;\"><strong>欧盟发布初步意见要求Meta增强未成年人网络保护措施</strong>。监管方考虑强制Meta默认关闭无限滚动等功能，并视情况采取进一步执法措施。</p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"SMAX":"ISHARES LARGE CAP MAX BUFFER SEP ETF","HIBL":"Direxion Daily S&P 500 High Beta Bull 3X Shares","SVIX":"1倍做空短期期货恐慌指数ETF","SPXS":"三倍做空标普500ETF-Direxion","SPYH":"Neos S&P 500 Hedged Equity Income ETF","SQQQ":"纳指三倍做空ETF","DMAX":"ISHARES LARGE CAP MAX BUFFER DEC ETF","SPUU":"Direxion Daily S&P 500 Bull 2x Shares","SPDN":"Direxion Daily S&P 500 Bear 1X Shares","SPXU":"三倍做空标普500ETF-ProShares","SPYM":"投资组合标普500指数ETF-SPDR","VXX":"短期VIX期货ETN","SVXY":"做空波动率指数短期期货ETF-ProShares","QQQ":"纳指100ETF","DOG":"道指ETF-ProShares做空","VOO":"Vanguard标普500ETF","SPYQ":"2倍做多SPY Quarterly 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i投资数千亿日元。交易旨在利用AI与机器人技术提升7-Eleven门店运营效率，并助力零售商聚焦核心业务。达美航空第二季度业绩超预期并重申全年盈利目标。公司计划继续将高企的燃油成本转嫁至票价，预计三季度每股收益最高可达2.50美元。欧盟要求Meta修改Facebook与Instagram的“成瘾性设计”。建议禁用自动播放等功能并设置屏幕时间提醒，如未整改最高可处全球营业额6%罚款。Shein获得中国证监会备案为香港上市铺路。该快时尚平台向境外上市关键环节再进一步，市场关注其潜在估值及融资规模。芝加哥期权交易所拟在SK 海力士美股上市两日后推出其期权合约。新衍生品上线将提升该芯片巨头在美市场交易活跃度。欧盟发布初步意见要求Meta增强未成年人网络保护措施。监管方考虑强制Meta默认关闭无限滚动等功能，并视情况采取进一步执法措施。","news_type":1,"symbols_score_info":{"SQQQ":2,"ESmain":1,"SDOW":0.6,"DXD":0.6,"SVXY":0.6,"SSO":0.6,"YSPY":0.6,"IVV":0.6,"NQmain":1,"UPRO":0.6,"SPYM":0.6,"QQQ":2,"SMAX":0.6,"SPUU":0.6,"VIXY":2,"SPYU":0.6,"TQQQ":2,".DJI":2,"SPXL":0.6,"HIBL":0.6,"VIX":2,"SPDN":0.6,"SH":0.6,"DOG":0.6,"DMAX":0.6,".IXIC":2,"DDM":0.6,"SDS":0.6,"VIXmain":2,"SVIX":0.6,"SPXU":0.6,"VXX":2,"UVXY":0.6,"UVIX":0.6,"VOO":0.6,"YMmain":1,"MMAX":0.6,".SPX":2,"UDOW":0.6,"SPXS":0.6,"DIA":0.6,"SPY":0.6,"SPYQ":0.6,"SPYH":0.6}},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":572009855056208,"gmtCreate":1780673242713,"gmtModify":1780673537214,"author":{"id":"4232908195804872","authorId":"4232908195804872","name":"爆一丝","avatar":"https://static.tigerbbs.com/4c33be7e7d2317d12bcd716160fbb0fe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4232908195804872","authorIdStr":"4232908195804872"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PL\">$Planet Labs Pbc(PL)$</a> 在这里的朋友还好吗[微笑]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/PL\">$Planet Labs Pbc(PL)$</a> 在这里的朋友还好吗[微笑]&nbsp;&nbsp;","text":"$Planet Labs Pbc(PL)$ 在这里的朋友还好吗[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/572009855056208","isVote":1,"tweetType":1,"viewCount":1710,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3537417120281286","authorId":"3537417120281286","name":"好东西要一直拿着","avatar":"https://static.tigerbbs.com/ed03e24159cdfb1a1cc9e0eb75d70106","crmLevel":7,"crmLevelSwitch":0,"idStr":"3537417120281286","authorIdStr":"3537417120281286"},"content":"被忽悠了，哈哈哈哈。等着12号看看spacex能不能振兴下这个板块","text":"被忽悠了，哈哈哈哈。等着12号看看spacex能不能振兴下这个板块","html":"被忽悠了，哈哈哈哈。等着12号看看spacex能不能振兴下这个板块"},{"author":{"id":"3547618640442033","authorId":"3547618640442033","name":"无双sp","avatar":"https://static.tigerbbs.com/5c8f1ac3f2bb9db8456e1229a9604aae","crmLevel":6,"crmLevelSwitch":1,"idStr":"3547618640442033","authorIdStr":"3547618640442033"},"content":"我就看不买挺好的 哈哈哈","text":"我就看不买挺好的 哈哈哈","html":"我就看不买挺好的 哈哈哈"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571920875693496,"gmtCreate":1780641372467,"gmtModify":1780642106891,"author":{"id":"4232908195804872","authorId":"4232908195804872","name":"爆一丝","avatar":"https://static.tigerbbs.com/4c33be7e7d2317d12bcd716160fbb0fe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4232908195804872","authorIdStr":"4232908195804872"},"themes":[],"title":"","htmlText":"极度正面还砸那么重[梭哈]&nbsp;&nbsp;","listText":"极度正面还砸那么重[梭哈]&nbsp;&nbsp;","text":"极度正面还砸那么重[梭哈]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571920875693496","repostId":"2641199419","repostType":2,"repost":{"id":"2641199419","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1780632971,"share":"https://www.laohu8.com/m/news/2641199419?lang=zh_CN&edition=full","pubTime":"2026-06-05 12:16","market":"hk","language":"zh","title":"SK 海力士美国上市路演获\"极度正面\"反馈，HBM定价优势有望延续至明年","url":"https://stock-news.laohu8.com/highlight/detail?id=2641199419","media":"华尔街见闻","summary":"AI浪潮席卷存储芯片市场，SK海力士正乘势而上。这家英伟达核心供应商今年股价飙涨250%、市值破万亿美元，如今又向美国资本市场发起冲击，预计赴美上市最高融资140亿美元，获股东\"极度正面\"反馈。公司预计HBM芯片高定价将延续至明年，供需缺口或拉长至2027年。","content":"<html><head></head><body><p>SK海力士正借助AI芯片需求浪潮，加速推进美国上市计划，并向投资者传递出强烈的市场信心信号。</p>\n<p>据路透社援引一位知情人士透露，SK海力士本周向部分投资者表示，<strong>其美国上市计划获得了股东&#34;极度正面&#34;的反馈，理由是AI需求旺盛以及公司在存储芯片市场的竞争优势。</strong></p>\n<p>与此同时，该公司预计其高带宽存储芯片（HBM）的有利定价环境将延续至明年，相关客户谈判正在进行中。</p>\n<p>此次路演释放的积极信号，进一步巩固了市场对SK海力士赴美上市的预期。该公司已于今年秘密提交美国上市申请，<strong>据悉募资规模最高可达140亿美元</strong>，但具体规模与时间表尚未确定，美国证券交易委员会（SEC）的审查程序仍在进行中。</p>\n<h2>市值破万亿，AI需求驱动股价狂飙</h2>\n<p>SK海力士今年以来股价累计涨幅高达250%，上周市值突破1万亿美元，成为继<a href=\"https://laohu8.com/S/TSM\">台积电</a>和<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>之后，亚洲第三家跨越这一里程碑的企业。</p>\n<p>这一涨势的核心驱动力，是AI数据中心对先进存储芯片需求的爆发式增长。AI算力基础设施的快速扩张导致存储芯片供应严重短缺，波及智能手机和个人电脑等下游行业，而SK海力士和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>等头部存储芯片厂商则从芯片价格飙升中直接受益。</p>\n<p>作为<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的主要供应商，SK海力士在HBM市场占据领先地位，这一竞争优势是投资者对其美国上市计划给予积极回应的重要原因之一。</p>\n<h2>赴美上市：打通美国机构投资者渠道</h2>\n<p>SK海力士推进美国存托凭证（ADR）发行的核心逻辑之一，在于拓宽投资者基础。知情人士表示<strong>，部分美国机构投资者因内部授权限制，仅能投资在美上市股票，美国上市将使SK海力士得以直接触达这一庞大资金池。</strong></p>\n<p>SK海力士表示：&#34;SK海力士计划于2026年内发行ADR，但包括规模和时间在内的具体细节尚未确定。&#34;公司同时表示，由于SEC审查仍在进行，无法就上市进程提供具体更新。</p>\n<h2>HBM定价前景乐观，供需缺口或延伸至2027年</h2>\n<p>在市场展望方面，SK海力士向投资者传递了较为积极的信号。知情人士称，公司预计HBM芯片的有利定价环境将持续至明年，目前正就这类用于AI芯片组的先进存储芯片的未来定价与客户展开谈判。</p>\n<p>此外，SK海力士还指出，英伟达下一代Vera Rubin AI平台对LPDDR存储芯片——一种通常应用于手机和平板电脑的低功耗芯片——的强劲需求，<strong>可能从2027年起进一步收紧整体存储市场的供应。</strong></p>\n<p>面对潜在的供需失衡，SK海力士表示将调整投资计划和产品结构以最大化产出，但同时也坦承，鉴于需求预计将大幅超过供给，公司难以保证能够完全满足所有需求。</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>SK 海力士美国上市路演获\"极度正面\"反馈，HBM定价优势有望延续至明年</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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style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-05 12:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SK海力士正借助AI芯片需求浪潮，加速推进美国上市计划，并向投资者传递出强烈的市场信心信号。</p>\n<p>据路透社援引一位知情人士透露，SK海力士本周向部分投资者表示，<strong>其美国上市计划获得了股东&#34;极度正面&#34;的反馈，理由是AI需求旺盛以及公司在存储芯片市场的竞争优势。</strong></p>\n<p>与此同时，该公司预计其高带宽存储芯片（HBM）的有利定价环境将延续至明年，相关客户谈判正在进行中。</p>\n<p>此次路演释放的积极信号，进一步巩固了市场对SK海力士赴美上市的预期。该公司已于今年秘密提交美国上市申请，<strong>据悉募资规模最高可达140亿美元</strong>，但具体规模与时间表尚未确定，美国证券交易委员会（SEC）的审查程序仍在进行中。</p>\n<h2>市值破万亿，AI需求驱动股价狂飙</h2>\n<p>SK海力士今年以来股价累计涨幅高达250%，上周市值突破1万亿美元，成为继<a href=\"https://laohu8.com/S/TSM\">台积电</a>和<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>之后，亚洲第三家跨越这一里程碑的企业。</p>\n<p>这一涨势的核心驱动力，是AI数据中心对先进存储芯片需求的爆发式增长。AI算力基础设施的快速扩张导致存储芯片供应严重短缺，波及智能手机和个人电脑等下游行业，而SK海力士和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>等头部存储芯片厂商则从芯片价格飙升中直接受益。</p>\n<p>作为<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的主要供应商，SK海力士在HBM市场占据领先地位，这一竞争优势是投资者对其美国上市计划给予积极回应的重要原因之一。</p>\n<h2>赴美上市：打通美国机构投资者渠道</h2>\n<p>SK海力士推进美国存托凭证（ADR）发行的核心逻辑之一，在于拓宽投资者基础。知情人士表示<strong>，部分美国机构投资者因内部授权限制，仅能投资在美上市股票，美国上市将使SK海力士得以直接触达这一庞大资金池。</strong></p>\n<p>SK海力士表示：&#34;SK海力士计划于2026年内发行ADR，但包括规模和时间在内的具体细节尚未确定。&#34;公司同时表示，由于SEC审查仍在进行，无法就上市进程提供具体更新。</p>\n<h2>HBM定价前景乐观，供需缺口或延伸至2027年</h2>\n<p>在市场展望方面，SK海力士向投资者传递了较为积极的信号。知情人士称，公司预计HBM芯片的有利定价环境将持续至明年，目前正就这类用于AI芯片组的先进存储芯片的未来定价与客户展开谈判。</p>\n<p>此外，SK海力士还指出，英伟达下一代Vera Rubin AI平台对LPDDR存储芯片——一种通常应用于手机和平板电脑的低功耗芯片——的强劲需求，<strong>可能从2027年起进一步收紧整体存储市场的供应。</strong></p>\n<p>面对潜在的供需失衡，SK海力士表示将调整投资计划和产品结构以最大化产出，但同时也坦承，鉴于需求预计将大幅超过供给，公司难以保证能够完全满足所有需求。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d782f3a7e089042d5a3cab51b88bdbfc","relate_stocks":{"DRAM":"Roundhill Memory ETF","EMXC":"iShares MSCI Emerging Markets 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Rubin AI平台对LPDDR存储芯片——一种通常应用于手机和平板电脑的低功耗芯片——的强劲需求，可能从2027年起进一步收紧整体存储市场的供应。\n面对潜在的供需失衡，SK海力士表示将调整投资计划和产品结构以最大化产出，但同时也坦承，鉴于需求预计将大幅超过供给，公司难以保证能够完全满足所有需求。","news_type":1,"symbols_score_info":{"DRAM":1.5,"EMXC":1.5,"IPOS":1.5,"07709":2,"SK":1.5}},"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":569698786149456,"gmtCreate":1780090900057,"gmtModify":1780091686579,"author":{"id":"4232908195804872","authorId":"4232908195804872","name":"爆一丝","avatar":"https://static.tigerbbs.com/4c33be7e7d2317d12bcd716160fbb0fe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4232908195804872","authorIdStr":"4232908195804872"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$&nbsp;</a> RK和LU都能拉回来，你却一直潜水。没话说了","listText":"<a href=\"https://laohu8.com/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$&nbsp;</a> RK和LU都能拉回来，你却一直潜水。没话说了","text":"$AST SpaceMobile, 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在这里的朋友还好吗[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/572009855056208","isVote":1,"tweetType":1,"viewCount":1710,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3537417120281286","authorId":"3537417120281286","name":"好东西要一直拿着","avatar":"https://static.tigerbbs.com/ed03e24159cdfb1a1cc9e0eb75d70106","crmLevel":7,"crmLevelSwitch":0,"idStr":"3537417120281286","authorIdStr":"3537417120281286"},"content":"被忽悠了，哈哈哈哈。等着12号看看spacex能不能振兴下这个板块","text":"被忽悠了，哈哈哈哈。等着12号看看spacex能不能振兴下这个板块","html":"被忽悠了，哈哈哈哈。等着12号看看spacex能不能振兴下这个板块"},{"author":{"id":"3547618640442033","authorId":"3547618640442033","name":"无双sp","avatar":"https://static.tigerbbs.com/5c8f1ac3f2bb9db8456e1229a9604aae","crmLevel":6,"crmLevelSwitch":1,"idStr":"3547618640442033","authorIdStr":"3547618640442033"},"content":"我就看不买挺好的 哈哈哈","text":"我就看不买挺好的 哈哈哈","html":"我就看不买挺好的 哈哈哈"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571920875693496,"gmtCreate":1780641372467,"gmtModify":1780642106891,"author":{"id":"4232908195804872","authorId":"4232908195804872","name":"爆一丝","avatar":"https://static.tigerbbs.com/4c33be7e7d2317d12bcd716160fbb0fe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4232908195804872","authorIdStr":"4232908195804872"},"themes":[],"title":"","htmlText":"极度正面还砸那么重[梭哈]&nbsp;&nbsp;","listText":"极度正面还砸那么重[梭哈]&nbsp;&nbsp;","text":"极度正面还砸那么重[梭哈]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571920875693496","repostId":"2641199419","repostType":2,"repost":{"id":"2641199419","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1780632971,"share":"https://www.laohu8.com/m/news/2641199419?lang=zh_CN&edition=full","pubTime":"2026-06-05 12:16","market":"hk","language":"zh","title":"SK 海力士美国上市路演获\"极度正面\"反馈，HBM定价优势有望延续至明年","url":"https://stock-news.laohu8.com/highlight/detail?id=2641199419","media":"华尔街见闻","summary":"AI浪潮席卷存储芯片市场，SK海力士正乘势而上。这家英伟达核心供应商今年股价飙涨250%、市值破万亿美元，如今又向美国资本市场发起冲击，预计赴美上市最高融资140亿美元，获股东\"极度正面\"反馈。公司预计HBM芯片高定价将延续至明年，供需缺口或拉长至2027年。","content":"<html><head></head><body><p>SK海力士正借助AI芯片需求浪潮，加速推进美国上市计划，并向投资者传递出强烈的市场信心信号。</p>\n<p>据路透社援引一位知情人士透露，SK海力士本周向部分投资者表示，<strong>其美国上市计划获得了股东&#34;极度正面&#34;的反馈，理由是AI需求旺盛以及公司在存储芯片市场的竞争优势。</strong></p>\n<p>与此同时，该公司预计其高带宽存储芯片（HBM）的有利定价环境将延续至明年，相关客户谈判正在进行中。</p>\n<p>此次路演释放的积极信号，进一步巩固了市场对SK海力士赴美上市的预期。该公司已于今年秘密提交美国上市申请，<strong>据悉募资规模最高可达140亿美元</strong>，但具体规模与时间表尚未确定，美国证券交易委员会（SEC）的审查程序仍在进行中。</p>\n<h2>市值破万亿，AI需求驱动股价狂飙</h2>\n<p>SK海力士今年以来股价累计涨幅高达250%，上周市值突破1万亿美元，成为继<a href=\"https://laohu8.com/S/TSM\">台积电</a>和<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>之后，亚洲第三家跨越这一里程碑的企业。</p>\n<p>这一涨势的核心驱动力，是AI数据中心对先进存储芯片需求的爆发式增长。AI算力基础设施的快速扩张导致存储芯片供应严重短缺，波及智能手机和个人电脑等下游行业，而SK海力士和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>等头部存储芯片厂商则从芯片价格飙升中直接受益。</p>\n<p>作为<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的主要供应商，SK海力士在HBM市场占据领先地位，这一竞争优势是投资者对其美国上市计划给予积极回应的重要原因之一。</p>\n<h2>赴美上市：打通美国机构投资者渠道</h2>\n<p>SK海力士推进美国存托凭证（ADR）发行的核心逻辑之一，在于拓宽投资者基础。知情人士表示<strong>，部分美国机构投资者因内部授权限制，仅能投资在美上市股票，美国上市将使SK海力士得以直接触达这一庞大资金池。</strong></p>\n<p>SK海力士表示：&#34;SK海力士计划于2026年内发行ADR，但包括规模和时间在内的具体细节尚未确定。&#34;公司同时表示，由于SEC审查仍在进行，无法就上市进程提供具体更新。</p>\n<h2>HBM定价前景乐观，供需缺口或延伸至2027年</h2>\n<p>在市场展望方面，SK海力士向投资者传递了较为积极的信号。知情人士称，公司预计HBM芯片的有利定价环境将持续至明年，目前正就这类用于AI芯片组的先进存储芯片的未来定价与客户展开谈判。</p>\n<p>此外，SK海力士还指出，英伟达下一代Vera Rubin AI平台对LPDDR存储芯片——一种通常应用于手机和平板电脑的低功耗芯片——的强劲需求，<strong>可能从2027年起进一步收紧整体存储市场的供应。</strong></p>\n<p>面对潜在的供需失衡，SK海力士表示将调整投资计划和产品结构以最大化产出，但同时也坦承，鉴于需求预计将大幅超过供给，公司难以保证能够完全满足所有需求。</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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style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-05 12:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SK海力士正借助AI芯片需求浪潮，加速推进美国上市计划，并向投资者传递出强烈的市场信心信号。</p>\n<p>据路透社援引一位知情人士透露，SK海力士本周向部分投资者表示，<strong>其美国上市计划获得了股东&#34;极度正面&#34;的反馈，理由是AI需求旺盛以及公司在存储芯片市场的竞争优势。</strong></p>\n<p>与此同时，该公司预计其高带宽存储芯片（HBM）的有利定价环境将延续至明年，相关客户谈判正在进行中。</p>\n<p>此次路演释放的积极信号，进一步巩固了市场对SK海力士赴美上市的预期。该公司已于今年秘密提交美国上市申请，<strong>据悉募资规模最高可达140亿美元</strong>，但具体规模与时间表尚未确定，美国证券交易委员会（SEC）的审查程序仍在进行中。</p>\n<h2>市值破万亿，AI需求驱动股价狂飙</h2>\n<p>SK海力士今年以来股价累计涨幅高达250%，上周市值突破1万亿美元，成为继<a href=\"https://laohu8.com/S/TSM\">台积电</a>和<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>之后，亚洲第三家跨越这一里程碑的企业。</p>\n<p>这一涨势的核心驱动力，是AI数据中心对先进存储芯片需求的爆发式增长。AI算力基础设施的快速扩张导致存储芯片供应严重短缺，波及智能手机和个人电脑等下游行业，而SK海力士和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>等头部存储芯片厂商则从芯片价格飙升中直接受益。</p>\n<p>作为<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的主要供应商，SK海力士在HBM市场占据领先地位，这一竞争优势是投资者对其美国上市计划给予积极回应的重要原因之一。</p>\n<h2>赴美上市：打通美国机构投资者渠道</h2>\n<p>SK海力士推进美国存托凭证（ADR）发行的核心逻辑之一，在于拓宽投资者基础。知情人士表示<strong>，部分美国机构投资者因内部授权限制，仅能投资在美上市股票，美国上市将使SK海力士得以直接触达这一庞大资金池。</strong></p>\n<p>SK海力士表示：&#34;SK海力士计划于2026年内发行ADR，但包括规模和时间在内的具体细节尚未确定。&#34;公司同时表示，由于SEC审查仍在进行，无法就上市进程提供具体更新。</p>\n<h2>HBM定价前景乐观，供需缺口或延伸至2027年</h2>\n<p>在市场展望方面，SK海力士向投资者传递了较为积极的信号。知情人士称，公司预计HBM芯片的有利定价环境将持续至明年，目前正就这类用于AI芯片组的先进存储芯片的未来定价与客户展开谈判。</p>\n<p>此外，SK海力士还指出，英伟达下一代Vera Rubin AI平台对LPDDR存储芯片——一种通常应用于手机和平板电脑的低功耗芯片——的强劲需求，<strong>可能从2027年起进一步收紧整体存储市场的供应。</strong></p>\n<p>面对潜在的供需失衡，SK海力士表示将调整投资计划和产品结构以最大化产出，但同时也坦承，鉴于需求预计将大幅超过供给，公司难以保证能够完全满足所有需求。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d782f3a7e089042d5a3cab51b88bdbfc","relate_stocks":{"DRAM":"Roundhill Memory ETF","EMXC":"iShares MSCI Emerging Markets 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Inc.(ASTS)$ 砸的真狠[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569526212658200","isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568523335864368,"gmtCreate":1779820844530,"gmtModify":1779832096440,"author":{"id":"4232908195804872","authorId":"4232908195804872","name":"爆一丝","avatar":"https://static.tigerbbs.com/4c33be7e7d2317d12bcd716160fbb0fe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4232908195804872","authorIdStr":"4232908195804872"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LUNR\">$Intuitive Machines(LUNR)$&nbsp;</a> 熔断是出什么事了？？？","listText":"<a href=\"https://laohu8.com/S/LUNR\">$Intuitive Machines(LUNR)$&nbsp;</a> 熔断是出什么事了？？？","text":"$Intuitive Machines(LUNR)$ 熔断是出什么事了？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568523335864368","isVote":1,"tweetType":1,"viewCount":983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566263466714216,"gmtCreate":1779282243061,"gmtModify":1779282471248,"author":{"id":"4232908195804872","authorId":"4232908195804872","name":"爆一丝","avatar":"https://static.tigerbbs.com/4c33be7e7d2317d12bcd716160fbb0fe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4232908195804872","authorIdStr":"4232908195804872"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 三星罢工了，存储要拉起来了。","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 三星罢工了，存储要拉起来了。","text":"$闪迪(SNDK)$ 三星罢工了，存储要拉起来了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566263466714216","isVote":1,"tweetType":1,"viewCount":970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565584816746648,"gmtCreate":1779116629133,"gmtModify":1779116677975,"author":{"id":"4232908195804872","authorId":"4232908195804872","name":"爆一丝","avatar":"https://static.tigerbbs.com/4c33be7e7d2317d12bcd716160fbb0fe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4232908195804872","authorIdStr":"4232908195804872"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 反弹一波，给个机会减个仓🙃","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 反弹一波，给个机会减个仓🙃","text":"$闪迪(SNDK)$ 反弹一波，给个机会减个仓🙃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565584816746648","isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":584311159420248,"gmtCreate":1783685597507,"gmtModify":1783685599573,"author":{"id":"4232908195804872","authorId":"4232908195804872","name":"爆一丝","avatar":"https://static.tigerbbs.com/4c33be7e7d2317d12bcd716160fbb0fe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4232908195804872","authorIdStr":"4232908195804872"},"themes":[],"title":"","htmlText":"Circle","listText":"Circle","text":"Circle","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/584311159420248","repostId":"1191123425","repostType":2,"repost":{"id":"1191123425","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":1783684858,"share":"https://www.laohu8.com/m/news/1191123425?lang=zh_CN&edition=full","pubTime":"2026-07-10 20:00","market":"fut","language":"zh","title":"美股盘前｜SK海力士美股今夜首秀！Circle涨逾12%获批设立国家信托银行；Meta付费AI大模型能力据称超Google","url":"https://stock-news.laohu8.com/highlight/detail?id=1191123425","media":"老虎资讯综合","summary":"宏观数据临近公布令市场观望情绪升温，高利率与通胀预期牵动资金在各板块间谨慎轮动。","content":"<html><head></head><body><p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\">01 股市</h2><p style=\"text-align: left;\"><strong>截至7月10日，美股三大期指涨跌互现。</strong>道琼斯工业平均指数期货微升0.07%，标普500期指小幅回落0.12%，纳斯达克100期指下挫0.49%。宏观数据临近公布令市场观望情绪升温，高利率与通胀预期牵动资金在各板块间谨慎轮动。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/827f83d87dcf79e557d2b4b3c633ef69\" data-align=\"center\" tg-width=\"470\" tg-height=\"102\"/><span></span></p><p style=\"text-align: left;\"><strong>热门股异动：</strong>受获批设立全国数字货币信托银行刺激，<strong>Circle</strong> 盘前飙升12.02%；<strong>Meta Platforms</strong> 在宣布推出低价付费大模型API后上涨3.39%；机构维持“跑赢”评级并看好AI电商前景，<strong>Shopify</strong> 涨约2%；内存与半导体股承压，<strong>英特尔</strong> 跌近3%，<strong>迈威尔科技</strong>、<strong>美光科技</strong> 与 <strong>闪迪</strong> 跌幅在一至三个百分点，显示“芯片通胀”成本仍是市场担忧焦点。</p><p style=\"text-align: left;\"><strong>中概股方面：百度</strong>、<strong>京东</strong>、<strong>蔚来</strong> 与 <strong>小鹏汽车</strong> 盘前普遍上涨一至二个百分点，受境内外上市进展与消费数据改善提振，投资者对优质互联网及新能源汽车龙头保持关注。</p><h2 style=\"text-align: left;\"><strong>02 其他市场</strong></h2><p style=\"text-align: left;\"><strong>7月10日十年美债收益率上升0.14%，最新收益率为4.55。</strong></p><p style=\"text-align: left;\"><strong>7月10日美元兑离岸人民币下降0.12%，报6.80；美元兑港币上升0.04%，报7.84。</strong></p><p style=\"text-align: left;\"><strong>7月10日美元指数下降0.09%，报100.84。</strong></p><p style=\"text-align: left;\"><strong>7月10日美原油主连期货上升0.87%，报72.71美元/桶；纽约金主连期货下降0.71%，报4,111.30美元/盎司。</strong></p><h2 style=\"text-align: left;\"><strong>03 要闻</strong></h2><p style=\"text-align: left;\"><strong>SK 海力士完成逾2,650亿美元等值ADR发行并登陆纳斯达克</strong>。募资将投向HBM与先进封装产能扩建，超七倍超额认购反映全球资金对AI内存赛道的高度热情，华尔街四大行固定承销费逾1.3亿美元。</p><p style=\"text-align: left;\"><strong>芝加哥期权交易所：预计将在SK海力士上市交易后的第2个交易日挂牌其股票期权</strong></p><p style=\"text-align: left;\">芝加哥期权交易所(CBOE)消息人士透露，预计将在SK海力士股票上市交易后的第2个工作日挂牌其股票期权。</p><p style=\"text-align: left;\"><strong>英国将微软、谷歌、亚马逊及甲骨文列为金融业关键云供应商并纳入直接监管</strong>。新规要求开展韧性测试和重大事故报告，以降低云服务故障对金融体系的系统性风险。</p><p style=\"text-align: left;\"><strong>Circle获美国OCC批准设立“Circle National Trust”数字货币银行</strong>。该实体将受联邦直接监管，负责为Circle及其附属公司提供数字资产托管等服务，助力其合规扩张。</p><p style=\"text-align: left;\"><strong>Meta首推付费大模型，能力超越Google，定价仅为Anthropic四分之一</strong></p><p style=\"text-align: left;\">Meta推出旗舰模型Muse Spark 1.1，其在Agent能力、编程和多模态等多个测试项目中，成绩已经超过Google的Gemini模型。扎克伯格透露，Meta API的定价约为OpenAI和Anthropic同类顶级模型官方价格的四分之一。</p><p style=\"text-align: left;\"><strong>SoftBank与PayPay正洽谈向Seven &amp; i投资数千亿日元</strong>。交易旨在利用AI与机器人技术提升7-Eleven门店运营效率，并助力零售商聚焦核心业务。</p><p style=\"text-align: left;\"><strong>达美航空第二季度业绩超预期并重申全年盈利目标</strong>。公司计划继续将高企的燃油成本转嫁至票价，预计三季度每股收益最高可达2.50美元。</p><p style=\"text-align: left;\"><strong>欧盟要求Meta修改Facebook与Instagram的“成瘾性设计”</strong>。建议禁用自动播放等功能并设置屏幕时间提醒，如未整改最高可处全球营业额6%罚款。</p><p style=\"text-align: left;\"><strong>Shein获得中国证监会备案为香港上市铺路</strong>。该快时尚平台向境外上市关键环节再进一步，市场关注其潜在估值及融资规模。</p><p style=\"text-align: left;\"><strong>芝加哥期权交易所拟在SK 海力士美股上市两日后推出其期权合约</strong>。新衍生品上线将提升该芯片巨头在美市场交易活跃度。</p><p style=\"text-align: left;\"><strong>欧盟发布初步意见要求Meta增强未成年人网络保护措施</strong>。监管方考虑强制Meta默认关闭无限滚动等功能，并视情况采取进一步执法措施。</p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\"></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股盘前｜SK海力士美股今夜首秀！Circle涨逾12%获批设立国家信托银行；Meta付费AI大模型能力据称超Google</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股盘前｜SK海力士美股今夜首秀！Circle涨逾12%获批设立国家信托银行；Meta付费AI大模型能力据称超Google\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\">2026-07-10 20:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\">01 股市</h2><p style=\"text-align: left;\"><strong>截至7月10日，美股三大期指涨跌互现。</strong>道琼斯工业平均指数期货微升0.07%，标普500期指小幅回落0.12%，纳斯达克100期指下挫0.49%。宏观数据临近公布令市场观望情绪升温，高利率与通胀预期牵动资金在各板块间谨慎轮动。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/827f83d87dcf79e557d2b4b3c633ef69\" data-align=\"center\" tg-width=\"470\" tg-height=\"102\"/><span></span></p><p style=\"text-align: left;\"><strong>热门股异动：</strong>受获批设立全国数字货币信托银行刺激，<strong>Circle</strong> 盘前飙升12.02%；<strong>Meta Platforms</strong> 在宣布推出低价付费大模型API后上涨3.39%；机构维持“跑赢”评级并看好AI电商前景，<strong>Shopify</strong> 涨约2%；内存与半导体股承压，<strong>英特尔</strong> 跌近3%，<strong>迈威尔科技</strong>、<strong>美光科技</strong> 与 <strong>闪迪</strong> 跌幅在一至三个百分点，显示“芯片通胀”成本仍是市场担忧焦点。</p><p style=\"text-align: left;\"><strong>中概股方面：百度</strong>、<strong>京东</strong>、<strong>蔚来</strong> 与 <strong>小鹏汽车</strong> 盘前普遍上涨一至二个百分点，受境内外上市进展与消费数据改善提振，投资者对优质互联网及新能源汽车龙头保持关注。</p><h2 style=\"text-align: left;\"><strong>02 其他市场</strong></h2><p style=\"text-align: left;\"><strong>7月10日十年美债收益率上升0.14%，最新收益率为4.55。</strong></p><p style=\"text-align: left;\"><strong>7月10日美元兑离岸人民币下降0.12%，报6.80；美元兑港币上升0.04%，报7.84。</strong></p><p style=\"text-align: left;\"><strong>7月10日美元指数下降0.09%，报100.84。</strong></p><p style=\"text-align: left;\"><strong>7月10日美原油主连期货上升0.87%，报72.71美元/桶；纽约金主连期货下降0.71%，报4,111.30美元/盎司。</strong></p><h2 style=\"text-align: left;\"><strong>03 要闻</strong></h2><p style=\"text-align: left;\"><strong>SK 海力士完成逾2,650亿美元等值ADR发行并登陆纳斯达克</strong>。募资将投向HBM与先进封装产能扩建，超七倍超额认购反映全球资金对AI内存赛道的高度热情，华尔街四大行固定承销费逾1.3亿美元。</p><p style=\"text-align: left;\"><strong>芝加哥期权交易所：预计将在SK海力士上市交易后的第2个交易日挂牌其股票期权</strong></p><p style=\"text-align: left;\">芝加哥期权交易所(CBOE)消息人士透露，预计将在SK海力士股票上市交易后的第2个工作日挂牌其股票期权。</p><p style=\"text-align: left;\"><strong>英国将微软、谷歌、亚马逊及甲骨文列为金融业关键云供应商并纳入直接监管</strong>。新规要求开展韧性测试和重大事故报告，以降低云服务故障对金融体系的系统性风险。</p><p style=\"text-align: left;\"><strong>Circle获美国OCC批准设立“Circle National Trust”数字货币银行</strong>。该实体将受联邦直接监管，负责为Circle及其附属公司提供数字资产托管等服务，助力其合规扩张。</p><p style=\"text-align: left;\"><strong>Meta首推付费大模型，能力超越Google，定价仅为Anthropic四分之一</strong></p><p style=\"text-align: left;\">Meta推出旗舰模型Muse Spark 1.1，其在Agent能力、编程和多模态等多个测试项目中，成绩已经超过Google的Gemini模型。扎克伯格透露，Meta API的定价约为OpenAI和Anthropic同类顶级模型官方价格的四分之一。</p><p style=\"text-align: left;\"><strong>SoftBank与PayPay正洽谈向Seven &amp; i投资数千亿日元</strong>。交易旨在利用AI与机器人技术提升7-Eleven门店运营效率，并助力零售商聚焦核心业务。</p><p style=\"text-align: left;\"><strong>达美航空第二季度业绩超预期并重申全年盈利目标</strong>。公司计划继续将高企的燃油成本转嫁至票价，预计三季度每股收益最高可达2.50美元。</p><p style=\"text-align: left;\"><strong>欧盟要求Meta修改Facebook与Instagram的“成瘾性设计”</strong>。建议禁用自动播放等功能并设置屏幕时间提醒，如未整改最高可处全球营业额6%罚款。</p><p style=\"text-align: left;\"><strong>Shein获得中国证监会备案为香港上市铺路</strong>。该快时尚平台向境外上市关键环节再进一步，市场关注其潜在估值及融资规模。</p><p style=\"text-align: left;\"><strong>芝加哥期权交易所拟在SK 海力士美股上市两日后推出其期权合约</strong>。新衍生品上线将提升该芯片巨头在美市场交易活跃度。</p><p style=\"text-align: left;\"><strong>欧盟发布初步意见要求Meta增强未成年人网络保护措施</strong>。监管方考虑强制Meta默认关闭无限滚动等功能，并视情况采取进一步执法措施。</p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"SMAX":"ISHARES LARGE CAP MAX BUFFER SEP ETF","HIBL":"Direxion Daily S&P 500 High Beta Bull 3X Shares","SVIX":"1倍做空短期期货恐慌指数ETF","SPXS":"三倍做空标普500ETF-Direxion","SPYH":"Neos S&P 500 Hedged Equity Income ETF","SQQQ":"纳指三倍做空ETF","DMAX":"ISHARES LARGE CAP MAX BUFFER DEC ETF","SPUU":"Direxion Daily S&P 500 Bull 2x Shares","SPDN":"Direxion Daily S&P 500 Bear 1X Shares","SPXU":"三倍做空标普500ETF-ProShares","SPYM":"投资组合标普500指数ETF-SPDR","VXX":"短期VIX期货ETN","SVXY":"做空波动率指数短期期货ETF-ProShares","QQQ":"纳指100ETF","DOG":"道指ETF-ProShares做空","VOO":"Vanguard标普500ETF","SPYQ":"2倍做多SPY Quarterly 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在宣布推出低价付费大模型API后上涨3.39%；机构维持“跑赢”评级并看好AI电商前景，Shopify 涨约2%；内存与半导体股承压，英特尔 跌近3%，迈威尔科技、美光科技 与 闪迪 跌幅在一至三个百分点，显示“芯片通胀”成本仍是市场担忧焦点。中概股方面：百度、京东、蔚来 与 小鹏汽车 盘前普遍上涨一至二个百分点，受境内外上市进展与消费数据改善提振，投资者对优质互联网及新能源汽车龙头保持关注。02 其他市场7月10日十年美债收益率上升0.14%，最新收益率为4.55。7月10日美元兑离岸人民币下降0.12%，报6.80；美元兑港币上升0.04%，报7.84。7月10日美元指数下降0.09%，报100.84。7月10日美原油主连期货上升0.87%，报72.71美元/桶；纽约金主连期货下降0.71%，报4,111.30美元/盎司。03 要闻SK 海力士完成逾2,650亿美元等值ADR发行并登陆纳斯达克。募资将投向HBM与先进封装产能扩建，超七倍超额认购反映全球资金对AI内存赛道的高度热情，华尔街四大行固定承销费逾1.3亿美元。芝加哥期权交易所：预计将在SK海力士上市交易后的第2个交易日挂牌其股票期权芝加哥期权交易所(CBOE)消息人士透露，预计将在SK海力士股票上市交易后的第2个工作日挂牌其股票期权。英国将微软、谷歌、亚马逊及甲骨文列为金融业关键云供应商并纳入直接监管。新规要求开展韧性测试和重大事故报告，以降低云服务故障对金融体系的系统性风险。Circle获美国OCC批准设立“Circle National Trust”数字货币银行。该实体将受联邦直接监管，负责为Circle及其附属公司提供数字资产托管等服务，助力其合规扩张。Meta首推付费大模型，能力超越Google，定价仅为Anthropic四分之一Meta推出旗舰模型Muse Spark 1.1，其在Agent能力、编程和多模态等多个测试项目中，成绩已经超过Google的Gemini模型。扎克伯格透露，Meta API的定价约为OpenAI和Anthropic同类顶级模型官方价格的四分之一。SoftBank与PayPay正洽谈向Seven & i投资数千亿日元。交易旨在利用AI与机器人技术提升7-Eleven门店运营效率，并助力零售商聚焦核心业务。达美航空第二季度业绩超预期并重申全年盈利目标。公司计划继续将高企的燃油成本转嫁至票价，预计三季度每股收益最高可达2.50美元。欧盟要求Meta修改Facebook与Instagram的“成瘾性设计”。建议禁用自动播放等功能并设置屏幕时间提醒，如未整改最高可处全球营业额6%罚款。Shein获得中国证监会备案为香港上市铺路。该快时尚平台向境外上市关键环节再进一步，市场关注其潜在估值及融资规模。芝加哥期权交易所拟在SK 海力士美股上市两日后推出其期权合约。新衍生品上线将提升该芯片巨头在美市场交易活跃度。欧盟发布初步意见要求Meta增强未成年人网络保护措施。监管方考虑强制Meta默认关闭无限滚动等功能，并视情况采取进一步执法措施。","news_type":1,"symbols_score_info":{"SQQQ":2,"ESmain":1,"SDOW":0.6,"DXD":0.6,"SVXY":0.6,"SSO":0.6,"YSPY":0.6,"IVV":0.6,"NQmain":1,"UPRO":0.6,"SPYM":0.6,"QQQ":2,"SMAX":0.6,"SPUU":0.6,"VIXY":2,"SPYU":0.6,"TQQQ":2,".DJI":2,"SPXL":0.6,"HIBL":0.6,"VIX":2,"SPDN":0.6,"SH":0.6,"DOG":0.6,"DMAX":0.6,".IXIC":2,"DDM":0.6,"SDS":0.6,"VIXmain":2,"SVIX":0.6,"SPXU":0.6,"VXX":2,"UVXY":0.6,"UVIX":0.6,"VOO":0.6,"YMmain":1,"MMAX":0.6,".SPX":2,"UDOW":0.6,"SPXS":0.6,"DIA":0.6,"SPY":0.6,"SPYQ":0.6,"SPYH":0.6}},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}