C克里斯蒂亚诺的个人主页 - 老虎社区

C克里斯蒂亚诺

C克里斯蒂亚诺

暂无个人介绍

IP属地：北京

12关注

1粉丝

0主题

0勋章

C克里斯蒂亚诺

05-20 14:57

这篇文章不错，转发给大家看看

@財報話你知:百度Q1总营收321亿、AI收入首破半壁江山，爱奇艺由盈转亏蚀2.95亿——母子两份成绩单，你点睇？

C克里斯蒂亚诺

05-20 14:57

买入美光，做客闪迪才是正解

@清爽凉风:$闪迪(SNDK)$ 继续追空闪迪，反正小仓位，现在继续看空，当浮盈90%时继续追空，我就是不认为你这闪迪公司股价值1340，还想把当年互联网泡沫的玩法玩一遍？做梦

C克里斯蒂亚诺

05-18 23:42

大涨

C克里斯蒂亚诺

05-18 23:42

要跌就猛一点，我好加仓

美股存储概念股盘中全线下挫！希捷科技跌超6%，闪迪跌超5%

C克里斯蒂亚诺

05-18 12:11

$Applied Optoelectronics Inc.(AAOI)$ 感觉今晚又是一碗大面

C克里斯蒂亚诺

05-18 12:10

$小米集团-W(01810)$ 雷布斯合影老马，又是一次伟大的营销，谦逊的中国企业家，像你学习

C克里斯蒂亚诺

05-15

$Cerebras Systems(CBRS)$ 尊敬的英伟达挑战者，请你飞起来

C克里斯蒂亚诺

05-15

$Lumentum Holdings Inc.(LITE)$ 有和我一样站在1000的高岗上瑟瑟发抖的吗

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4241933205101582","uuid":"4241933205101582","gmtCreate":1778829183139,"gmtModify":1778831310453,"name":"C克里斯蒂亚诺","pinyin":"cklsdynckelisidiyanuo","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/11d74910d9d8d950b875771c88d7c271","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":12,"tweetSize":8,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":566173109377168,"gmtCreate":1779260249834,"gmtModify":1779260252085,"author":{"id":"4241933205101582","authorId":"4241933205101582","name":"C克里斯蒂亚诺","avatar":"https://static.tigerbbs.com/11d74910d9d8d950b875771c88d7c271","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241933205101582","authorIdStr":"4241933205101582"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566173109377168","repostId":"565953289056736","repostType":1,"repost":{"id":565953289056736,"gmtCreate":1779183662218,"gmtModify":1779183692701,"author":{"id":"4136423143289492","authorId":"4136423143289492","name":"財報話你知","avatar":"https://static.tigerbbs.com/96f437ff7e7f78c1e24bf0faa8c074dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136423143289492","authorIdStr":"4136423143289492"},"themes":[],"title":"百度Q1总营收321亿、AI收入首破半壁江山，爱奇艺由盈转亏蚀2.95亿——母子两份成绩单，你点睇？","htmlText":"各位小虎们大家好。5月18日盘后，百度与爱奇艺同日公布2026年Q1财报，母子公司在同一天交出了两份截然相反的成绩单——百度AI业务收入占比首次突破52%，正式从「搜索广告公司」变身为「AI优先企业」；而爱奇艺营收下滑13%、由盈转亏，市值仅剩约11亿美元，在52周低位附近苦苦挣扎。 <a href=\"https://ttm.financial/S/09888\">$百度集团-SW(09888)$</a> 5月19日低开高走，盘中一度涨超2%触及138.4港元，收报约136.3港元，市值约3,748亿港元。 <a href=\"https://ttm.financial/S/IQ\">$爱奇艺(IQ)$</a> 则在1.14美元徘徊，市值仅约11亿美元，不到百度的五十分之一。 AI收入占比52%，百度交出了怎样的转型成绩单？ Q1总营收321亿元（高于市场预期的314.9亿），同比微降1.2%。表面平平无奇，但拆开来看是一场彻底的结构性变革。AI业务总收入136亿元，同比增长49%。其中智能云基础设施收入88亿元，同比飙升79%；GPU云收入更暴涨184%，百度自研GPU云市场份额以40.4%位居国内第一。AI原生营销服务收入23亿元，同比增长36%。与此形成鲜明对比的是，传统业务收入仅102亿元，同比萎缩29%。在线营销服务收入126亿元，同比下滑22%。一增一减之间，AI业务占一般性业务收入的52%，这是百度历史上首次突破半壁江山。作为对比，2025年Q1这个占比还只有36%，2025年Q4为43%。 昆仑芯P800已完成多个万卡集**付，全国产集群成功训练了文心大模型5.1，登上LMArena搜索榜国内第一。李彦宏透露文心5.1仅以业界同规模模型约6%的预训练成本达到领先水平。昆仑芯更已启动科创板上市辅导，高盛预计其2026年销售额有望达65亿元。李彦宏在电话会上的表态耐人","listText":"各位小虎们大家好。5月18日盘后，百度与爱奇艺同日公布2026年Q1财报，母子公司在同一天交出了两份截然相反的成绩单——百度AI业务收入占比首次突破52%，正式从「搜索广告公司」变身为「AI优先企业」；而爱奇艺营收下滑13%、由盈转亏，市值仅剩约11亿美元，在52周低位附近苦苦挣扎。 <a href=\"https://ttm.financial/S/09888\">$百度集团-SW(09888)$</a> 5月19日低开高走，盘中一度涨超2%触及138.4港元，收报约136.3港元，市值约3,748亿港元。 <a href=\"https://ttm.financial/S/IQ\">$爱奇艺(IQ)$</a> 则在1.14美元徘徊，市值仅约11亿美元，不到百度的五十分之一。 AI收入占比52%，百度交出了怎样的转型成绩单？ Q1总营收321亿元（高于市场预期的314.9亿），同比微降1.2%。表面平平无奇，但拆开来看是一场彻底的结构性变革。AI业务总收入136亿元，同比增长49%。其中智能云基础设施收入88亿元，同比飙升79%；GPU云收入更暴涨184%，百度自研GPU云市场份额以40.4%位居国内第一。AI原生营销服务收入23亿元，同比增长36%。与此形成鲜明对比的是，传统业务收入仅102亿元，同比萎缩29%。在线营销服务收入126亿元，同比下滑22%。一增一减之间，AI业务占一般性业务收入的52%，这是百度历史上首次突破半壁江山。作为对比，2025年Q1这个占比还只有36%，2025年Q4为43%。 昆仑芯P800已完成多个万卡集**付，全国产集群成功训练了文心大模型5.1，登上LMArena搜索榜国内第一。李彦宏透露文心5.1仅以业界同规模模型约6%的预训练成本达到领先水平。昆仑芯更已启动科创板上市辅导，高盛预计其2026年销售额有望达65亿元。李彦宏在电话会上的表态耐人","text":"各位小虎们大家好。5月18日盘后，百度与爱奇艺同日公布2026年Q1财报，母子公司在同一天交出了两份截然相反的成绩单——百度AI业务收入占比首次突破52%，正式从「搜索广告公司」变身为「AI优先企业」；而爱奇艺营收下滑13%、由盈转亏，市值仅剩约11亿美元，在52周低位附近苦苦挣扎。 $百度集团-SW(09888)$ 5月19日低开高走，盘中一度涨超2%触及138.4港元，收报约136.3港元，市值约3,748亿港元。 $爱奇艺(IQ)$ 则在1.14美元徘徊，市值仅约11亿美元，不到百度的五十分之一。 AI收入占比52%，百度交出了怎样的转型成绩单？ Q1总营收321亿元（高于市场预期的314.9亿），同比微降1.2%。表面平平无奇，但拆开来看是一场彻底的结构性变革。AI业务总收入136亿元，同比增长49%。其中智能云基础设施收入88亿元，同比飙升79%；GPU云收入更暴涨184%，百度自研GPU云市场份额以40.4%位居国内第一。AI原生营销服务收入23亿元，同比增长36%。与此形成鲜明对比的是，传统业务收入仅102亿元，同比萎缩29%。在线营销服务收入126亿元，同比下滑22%。一增一减之间，AI业务占一般性业务收入的52%，这是百度历史上首次突破半壁江山。作为对比，2025年Q1这个占比还只有36%，2025年Q4为43%。 昆仑芯P800已完成多个万卡集**付，全国产集群成功训练了文心大模型5.1，登上LMArena搜索榜国内第一。李彦宏透露文心5.1仅以业界同规模模型约6%的预训练成本达到领先水平。昆仑芯更已启动科创板上市辅导，高盛预计其2026年销售额有望达65亿元。李彦宏在电话会上的表态耐人","images":[{"img":"https://community-static.tradeup.com/news/38924a208b40831a75b5f392b563f6f5"},{"img":"https://community-static.tradeup.com/news/970133429f085d14acd4c6bc7a3ca590"},{"img":"https://community-static.tradeup.com/news/b9f0fd0e2480417ee13958ff71957cdd"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565953289056736","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566173393711928,"gmtCreate":1779260238953,"gmtModify":1779260241193,"author":{"id":"4241933205101582","authorId":"4241933205101582","name":"C克里斯蒂亚诺","avatar":"https://static.tigerbbs.com/11d74910d9d8d950b875771c88d7c271","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241933205101582","authorIdStr":"4241933205101582"},"themes":[],"title":"","htmlText":"买入美光，做客闪迪才是正解","listText":"买入美光，做客闪迪才是正解","text":"买入美光，做客闪迪才是正解","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566173393711928","repostId":"565959207679080","repostType":1,"repost":{"id":565959207679080,"gmtCreate":1779207961070,"gmtModify":1779207973449,"author":{"id":"4220292264484680","authorId":"4220292264484680","name":"清爽凉风","avatar":"https://static.tigerbbs.com/833428caf4025a2d42afc731467b2489","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4220292264484680","authorIdStr":"4220292264484680"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 继续追空闪迪，反正小仓位，现在继续看空，当浮盈90%时继续追空，我就是不认为你这闪迪公司股价值1340，还想把当年互联网泡沫的玩法玩一遍？做梦","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 继续追空闪迪，反正小仓位，现在继续看空，当浮盈90%时继续追空，我就是不认为你这闪迪公司股价值1340，还想把当年互联网泡沫的玩法玩一遍？做梦","text":"$闪迪(SNDK)$ 继续追空闪迪，反正小仓位，现在继续看空，当浮盈90%时继续追空，我就是不认为你这闪迪公司股价值1340，还想把当年互联网泡沫的玩法玩一遍？做梦","images":[{"img":"https://static.tigerbbs.com/df5411aacefb2a9cff88d90ec1561bd5","width":"1440","height":"928"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565959207679080","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565594436880056,"gmtCreate":1779118965716,"gmtModify":1779118967929,"author":{"id":"4241933205101582","authorId":"4241933205101582","name":"C克里斯蒂亚诺","avatar":"https://static.tigerbbs.com/11d74910d9d8d950b875771c88d7c271","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241933205101582","authorIdStr":"4241933205101582"},"themes":[],"title":"","htmlText":"大涨","listText":"大涨","text":"大涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565594436880056","isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565594479732064,"gmtCreate":1779118924218,"gmtModify":1779118926700,"author":{"id":"4241933205101582","authorId":"4241933205101582","name":"C克里斯蒂亚诺","avatar":"https://static.tigerbbs.com/11d74910d9d8d950b875771c88d7c271","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241933205101582","authorIdStr":"4241933205101582"},"themes":[],"title":"","htmlText":"要跌就猛一点，我好加仓","listText":"要跌就猛一点，我好加仓","text":"要跌就猛一点，我好加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565594479732064","repostId":"1137815915","repostType":4,"repost":{"id":"1137815915","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":1779114403,"share":"https://www.laohu8.com/m/news/1137815915?lang=zh_CN&edition=full","pubTime":"2026-05-18 22:26","market":"us","language":"zh","title":"美股存储概念股盘中全线下挫！希捷科技跌超6%，闪迪跌超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1137815915","media":"老虎资讯综合","summary":"5月18日，美股存储概念股盘中全线下挫，$希捷科技(STX)$跌超6%，$闪迪(SNDK)$、$西部数据(WDC)$、$慧荣科技(SIMO)$跌超5%，$美光科技(MU)$跌超2%。","content":"<html><head></head><body><p>5月18日，美股存储概念股盘中全线下挫，<a href=\"https://laohu8.com/S/STX\">希捷科技</a>跌超6%，<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>、<a href=\"https://laohu8.com/S/SIMO\">慧荣科技</a>跌超5%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2a1f297e8719245c20ce05d21c53c90\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股存储概念股盘中全线下挫！希捷科技跌超6%，闪迪跌超5%</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美股存储概念股盘中全线下挫！希捷科技跌超6%，闪迪跌超5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-05-18 22:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月18日，美股存储概念股盘中全线下挫，<a href=\"https://laohu8.com/S/STX\">希捷科技</a>跌超6%，<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>、<a href=\"https://laohu8.com/S/SIMO\">慧荣科技</a>跌超5%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2a1f297e8719245c20ce05d21c53c90\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","PTF":"Invesco Dorsey Wright Technology Momentum ETF","BK4512":"苹果概念","LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","CNAV":"Mohr Company Nav ETF","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4585":"ETF&股票定投概念","SNDK":"闪迪","SNXX":"Tradr 2X Long SNDK Daily ETF","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","STX":"希捷科技","SNDU":"T-Rex 2X Long SNDK Daily Target ETF","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","BK4588":"碎股","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","BK4170":"电脑硬件、储存设备及电脑周边"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137815915","content_text":"5月18日，美股存储概念股盘中全线下挫，希捷科技跌超6%，闪迪、西部数据、慧荣科技跌超5%，美光科技跌超2%。","news_type":1,"symbols_score_info":{"PTF":1.5,"SNDK":1.5,"CNAV":1.5,"SNXX":0.6,"STX":1.5,"SNDU":0.6}},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565424806282536,"gmtCreate":1779077495408,"gmtModify":1779078724268,"author":{"id":"4241933205101582","authorId":"4241933205101582","name":"C克里斯蒂亚诺","avatar":"https://static.tigerbbs.com/11d74910d9d8d950b875771c88d7c271","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241933205101582","authorIdStr":"4241933205101582"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAOI\">$Applied Optoelectronics Inc.(AAOI)$&nbsp;</a> 感觉今晚又是一碗大面","listText":"<a href=\"https://laohu8.com/S/AAOI\">$Applied Optoelectronics Inc.(AAOI)$&nbsp;</a> 感觉今晚又是一碗大面","text":"$Applied Optoelectronics Inc.(AAOI)$ 感觉今晚又是一碗大面","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565424806282536","isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565424356407464,"gmtCreate":1779077449379,"gmtModify":1779078724411,"author":{"id":"4241933205101582","authorId":"4241933205101582","name":"C克里斯蒂亚诺","avatar":"https://static.tigerbbs.com/11d74910d9d8d950b875771c88d7c271","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241933205101582","authorIdStr":"4241933205101582"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a><v-v data-views=\"1\"></v-v> 雷布斯合影老马，又是一次伟大的营销，谦逊的中国企业家，像你学习","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a><v-v data-views=\"1\"></v-v> 雷布斯合影老马，又是一次伟大的营销，谦逊的中国企业家，像你学习","text":"$小米集团-W(01810)$ 雷布斯合影老马，又是一次伟大的营销，谦逊的中国企业家，像你学习","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565424356407464","isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564416052561560,"gmtCreate":1778831271288,"gmtModify":1778831654756,"author":{"id":"4241933205101582","authorId":"4241933205101582","name":"C克里斯蒂亚诺","avatar":"https://static.tigerbbs.com/11d74910d9d8d950b875771c88d7c271","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241933205101582","authorIdStr":"4241933205101582"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CBRS\">$Cerebras Systems(CBRS)$ </a> 尊敬的英伟达挑战者，请你飞起来","listText":"<a href=\"https://laohu8.com/S/CBRS\">$Cerebras Systems(CBRS)$ </a> 尊敬的英伟达挑战者，请你飞起来","text":"$Cerebras Systems(CBRS)$ 尊敬的英伟达挑战者，请你飞起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/564416052561560","isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564415458767744,"gmtCreate":1778831058237,"gmtModify":1778831631822,"author":{"id":"4241933205101582","authorId":"4241933205101582","name":"C克里斯蒂亚诺","avatar":"https://static.tigerbbs.com/11d74910d9d8d950b875771c88d7c271","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241933205101582","authorIdStr":"4241933205101582"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LITE\">$Lumentum Holdings Inc.(LITE)$&nbsp;</a><v-v data-views=\"1\"></v-v> 有和我一样站在1000的高岗上瑟瑟发抖的吗","listText":"<a href=\"https://laohu8.com/S/LITE\">$Lumentum Holdings Inc.(LITE)$&nbsp;</a><v-v data-views=\"1\"></v-v> 有和我一样站在1000的高岗上瑟瑟发抖的吗","text":"$Lumentum Holdings Inc.(LITE)$ 有和我一样站在1000的高岗上瑟瑟发抖的吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564415458767744","isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":564415458767744,"gmtCreate":1778831058237,"gmtModify":1778831631822,"author":{"id":"4241933205101582","authorId":"4241933205101582","name":"C克里斯蒂亚诺","avatar":"https://static.tigerbbs.com/11d74910d9d8d950b875771c88d7c271","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241933205101582","authorIdStr":"4241933205101582"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LITE\">$Lumentum Holdings Inc.(LITE)$&nbsp;</a><v-v data-views=\"1\"></v-v> 有和我一样站在1000的高岗上瑟瑟发抖的吗","listText":"<a href=\"https://laohu8.com/S/LITE\">$Lumentum Holdings Inc.(LITE)$&nbsp;</a><v-v data-views=\"1\"></v-v> 有和我一样站在1000的高岗上瑟瑟发抖的吗","text":"$Lumentum Holdings Inc.(LITE)$ 有和我一样站在1000的高岗上瑟瑟发抖的吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564415458767744","isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564416052561560,"gmtCreate":1778831271288,"gmtModify":1778831654756,"author":{"id":"4241933205101582","authorId":"4241933205101582","name":"C克里斯蒂亚诺","avatar":"https://static.tigerbbs.com/11d74910d9d8d950b875771c88d7c271","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241933205101582","authorIdStr":"4241933205101582"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CBRS\">$Cerebras Systems(CBRS)$ </a> 尊敬的英伟达挑战者，请你飞起来","listText":"<a href=\"https://laohu8.com/S/CBRS\">$Cerebras Systems(CBRS)$ </a> 尊敬的英伟达挑战者，请你飞起来","text":"$Cerebras Systems(CBRS)$ 尊敬的英伟达挑战者，请你飞起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/564416052561560","isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565424806282536,"gmtCreate":1779077495408,"gmtModify":1779078724268,"author":{"id":"4241933205101582","authorId":"4241933205101582","name":"C克里斯蒂亚诺","avatar":"https://static.tigerbbs.com/11d74910d9d8d950b875771c88d7c271","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241933205101582","authorIdStr":"4241933205101582"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAOI\">$Applied Optoelectronics Inc.(AAOI)$&nbsp;</a> 感觉今晚又是一碗大面","listText":"<a href=\"https://laohu8.com/S/AAOI\">$Applied Optoelectronics Inc.(AAOI)$&nbsp;</a> 感觉今晚又是一碗大面","text":"$Applied Optoelectronics Inc.(AAOI)$ 感觉今晚又是一碗大面","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565424806282536","isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565594436880056,"gmtCreate":1779118965716,"gmtModify":1779118967929,"author":{"id":"4241933205101582","authorId":"4241933205101582","name":"C克里斯蒂亚诺","avatar":"https://static.tigerbbs.com/11d74910d9d8d950b875771c88d7c271","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241933205101582","authorIdStr":"4241933205101582"},"themes":[],"title":"","htmlText":"大涨","listText":"大涨","text":"大涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565594436880056","isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565594479732064,"gmtCreate":1779118924218,"gmtModify":1779118926700,"author":{"id":"4241933205101582","authorId":"4241933205101582","name":"C克里斯蒂亚诺","avatar":"https://static.tigerbbs.com/11d74910d9d8d950b875771c88d7c271","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241933205101582","authorIdStr":"4241933205101582"},"themes":[],"title":"","htmlText":"要跌就猛一点，我好加仓","listText":"要跌就猛一点，我好加仓","text":"要跌就猛一点，我好加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565594479732064","repostId":"1137815915","repostType":4,"repost":{"id":"1137815915","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":1779114403,"share":"https://www.laohu8.com/m/news/1137815915?lang=zh_CN&edition=full","pubTime":"2026-05-18 22:26","market":"us","language":"zh","title":"美股存储概念股盘中全线下挫！希捷科技跌超6%，闪迪跌超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1137815915","media":"老虎资讯综合","summary":"5月18日，美股存储概念股盘中全线下挫，$希捷科技(STX)$跌超6%，$闪迪(SNDK)$、$西部数据(WDC)$、$慧荣科技(SIMO)$跌超5%，$美光科技(MU)$跌超2%。","content":"<html><head></head><body><p>5月18日，美股存储概念股盘中全线下挫，<a href=\"https://laohu8.com/S/STX\">希捷科技</a>跌超6%，<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>、<a href=\"https://laohu8.com/S/SIMO\">慧荣科技</a>跌超5%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2a1f297e8719245c20ce05d21c53c90\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股存储概念股盘中全线下挫！希捷科技跌超6%，闪迪跌超5%</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美股存储概念股盘中全线下挫！希捷科技跌超6%，闪迪跌超5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-05-18 22:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月18日，美股存储概念股盘中全线下挫，<a href=\"https://laohu8.com/S/STX\">希捷科技</a>跌超6%，<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>、<a href=\"https://laohu8.com/S/SIMO\">慧荣科技</a>跌超5%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2a1f297e8719245c20ce05d21c53c90\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","PTF":"Invesco Dorsey Wright Technology Momentum ETF","BK4512":"苹果概念","LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","CNAV":"Mohr Company Nav ETF","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4585":"ETF&股票定投概念","SNDK":"闪迪","SNXX":"Tradr 2X Long SNDK Daily ETF","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","STX":"希捷科技","SNDU":"T-Rex 2X Long SNDK Daily Target ETF","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","BK4588":"碎股","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","BK4170":"电脑硬件、储存设备及电脑周边"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137815915","content_text":"5月18日，美股存储概念股盘中全线下挫，希捷科技跌超6%，闪迪、西部数据、慧荣科技跌超5%，美光科技跌超2%。","news_type":1,"symbols_score_info":{"PTF":1.5,"SNDK":1.5,"CNAV":1.5,"SNXX":0.6,"STX":1.5,"SNDU":0.6}},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565424356407464,"gmtCreate":1779077449379,"gmtModify":1779078724411,"author":{"id":"4241933205101582","authorId":"4241933205101582","name":"C克里斯蒂亚诺","avatar":"https://static.tigerbbs.com/11d74910d9d8d950b875771c88d7c271","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241933205101582","authorIdStr":"4241933205101582"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a><v-v data-views=\"1\"></v-v> 雷布斯合影老马，又是一次伟大的营销，谦逊的中国企业家，像你学习","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a><v-v data-views=\"1\"></v-v> 雷布斯合影老马，又是一次伟大的营销，谦逊的中国企业家，像你学习","text":"$小米集团-W(01810)$ 雷布斯合影老马，又是一次伟大的营销，谦逊的中国企业家，像你学习","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565424356407464","isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566173109377168,"gmtCreate":1779260249834,"gmtModify":1779260252085,"author":{"id":"4241933205101582","authorId":"4241933205101582","name":"C克里斯蒂亚诺","avatar":"https://static.tigerbbs.com/11d74910d9d8d950b875771c88d7c271","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241933205101582","authorIdStr":"4241933205101582"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566173109377168","repostId":"565953289056736","repostType":1,"repost":{"id":565953289056736,"gmtCreate":1779183662218,"gmtModify":1779183692701,"author":{"id":"4136423143289492","authorId":"4136423143289492","name":"財報話你知","avatar":"https://static.tigerbbs.com/96f437ff7e7f78c1e24bf0faa8c074dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136423143289492","authorIdStr":"4136423143289492"},"themes":[],"title":"百度Q1总营收321亿、AI收入首破半壁江山，爱奇艺由盈转亏蚀2.95亿——母子两份成绩单，你点睇？","htmlText":"各位小虎们大家好。5月18日盘后，百度与爱奇艺同日公布2026年Q1财报，母子公司在同一天交出了两份截然相反的成绩单——百度AI业务收入占比首次突破52%，正式从「搜索广告公司」变身为「AI优先企业」；而爱奇艺营收下滑13%、由盈转亏，市值仅剩约11亿美元，在52周低位附近苦苦挣扎。 <a href=\"https://ttm.financial/S/09888\">$百度集团-SW(09888)$</a> 5月19日低开高走，盘中一度涨超2%触及138.4港元，收报约136.3港元，市值约3,748亿港元。 <a href=\"https://ttm.financial/S/IQ\">$爱奇艺(IQ)$</a> 则在1.14美元徘徊，市值仅约11亿美元，不到百度的五十分之一。 AI收入占比52%，百度交出了怎样的转型成绩单？ Q1总营收321亿元（高于市场预期的314.9亿），同比微降1.2%。表面平平无奇，但拆开来看是一场彻底的结构性变革。AI业务总收入136亿元，同比增长49%。其中智能云基础设施收入88亿元，同比飙升79%；GPU云收入更暴涨184%，百度自研GPU云市场份额以40.4%位居国内第一。AI原生营销服务收入23亿元，同比增长36%。与此形成鲜明对比的是，传统业务收入仅102亿元，同比萎缩29%。在线营销服务收入126亿元，同比下滑22%。一增一减之间，AI业务占一般性业务收入的52%，这是百度历史上首次突破半壁江山。作为对比，2025年Q1这个占比还只有36%，2025年Q4为43%。 昆仑芯P800已完成多个万卡集**付，全国产集群成功训练了文心大模型5.1，登上LMArena搜索榜国内第一。李彦宏透露文心5.1仅以业界同规模模型约6%的预训练成本达到领先水平。昆仑芯更已启动科创板上市辅导，高盛预计其2026年销售额有望达65亿元。李彦宏在电话会上的表态耐人","listText":"各位小虎们大家好。5月18日盘后，百度与爱奇艺同日公布2026年Q1财报，母子公司在同一天交出了两份截然相反的成绩单——百度AI业务收入占比首次突破52%，正式从「搜索广告公司」变身为「AI优先企业」；而爱奇艺营收下滑13%、由盈转亏，市值仅剩约11亿美元，在52周低位附近苦苦挣扎。 <a href=\"https://ttm.financial/S/09888\">$百度集团-SW(09888)$</a> 5月19日低开高走，盘中一度涨超2%触及138.4港元，收报约136.3港元，市值约3,748亿港元。 <a href=\"https://ttm.financial/S/IQ\">$爱奇艺(IQ)$</a> 则在1.14美元徘徊，市值仅约11亿美元，不到百度的五十分之一。 AI收入占比52%，百度交出了怎样的转型成绩单？ Q1总营收321亿元（高于市场预期的314.9亿），同比微降1.2%。表面平平无奇，但拆开来看是一场彻底的结构性变革。AI业务总收入136亿元，同比增长49%。其中智能云基础设施收入88亿元，同比飙升79%；GPU云收入更暴涨184%，百度自研GPU云市场份额以40.4%位居国内第一。AI原生营销服务收入23亿元，同比增长36%。与此形成鲜明对比的是，传统业务收入仅102亿元，同比萎缩29%。在线营销服务收入126亿元，同比下滑22%。一增一减之间，AI业务占一般性业务收入的52%，这是百度历史上首次突破半壁江山。作为对比，2025年Q1这个占比还只有36%，2025年Q4为43%。 昆仑芯P800已完成多个万卡集**付，全国产集群成功训练了文心大模型5.1，登上LMArena搜索榜国内第一。李彦宏透露文心5.1仅以业界同规模模型约6%的预训练成本达到领先水平。昆仑芯更已启动科创板上市辅导，高盛预计其2026年销售额有望达65亿元。李彦宏在电话会上的表态耐人","text":"各位小虎们大家好。5月18日盘后，百度与爱奇艺同日公布2026年Q1财报，母子公司在同一天交出了两份截然相反的成绩单——百度AI业务收入占比首次突破52%，正式从「搜索广告公司」变身为「AI优先企业」；而爱奇艺营收下滑13%、由盈转亏，市值仅剩约11亿美元，在52周低位附近苦苦挣扎。 $百度集团-SW(09888)$ 5月19日低开高走，盘中一度涨超2%触及138.4港元，收报约136.3港元，市值约3,748亿港元。 $爱奇艺(IQ)$ 则在1.14美元徘徊，市值仅约11亿美元，不到百度的五十分之一。 AI收入占比52%，百度交出了怎样的转型成绩单？ Q1总营收321亿元（高于市场预期的314.9亿），同比微降1.2%。表面平平无奇，但拆开来看是一场彻底的结构性变革。AI业务总收入136亿元，同比增长49%。其中智能云基础设施收入88亿元，同比飙升79%；GPU云收入更暴涨184%，百度自研GPU云市场份额以40.4%位居国内第一。AI原生营销服务收入23亿元，同比增长36%。与此形成鲜明对比的是，传统业务收入仅102亿元，同比萎缩29%。在线营销服务收入126亿元，同比下滑22%。一增一减之间，AI业务占一般性业务收入的52%，这是百度历史上首次突破半壁江山。作为对比，2025年Q1这个占比还只有36%，2025年Q4为43%。 昆仑芯P800已完成多个万卡集**付，全国产集群成功训练了文心大模型5.1，登上LMArena搜索榜国内第一。李彦宏透露文心5.1仅以业界同规模模型约6%的预训练成本达到领先水平。昆仑芯更已启动科创板上市辅导，高盛预计其2026年销售额有望达65亿元。李彦宏在电话会上的表态耐人","images":[{"img":"https://community-static.tradeup.com/news/38924a208b40831a75b5f392b563f6f5"},{"img":"https://community-static.tradeup.com/news/970133429f085d14acd4c6bc7a3ca590"},{"img":"https://community-static.tradeup.com/news/b9f0fd0e2480417ee13958ff71957cdd"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565953289056736","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566173393711928,"gmtCreate":1779260238953,"gmtModify":1779260241193,"author":{"id":"4241933205101582","authorId":"4241933205101582","name":"C克里斯蒂亚诺","avatar":"https://static.tigerbbs.com/11d74910d9d8d950b875771c88d7c271","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241933205101582","authorIdStr":"4241933205101582"},"themes":[],"title":"","htmlText":"买入美光，做客闪迪才是正解","listText":"买入美光，做客闪迪才是正解","text":"买入美光，做客闪迪才是正解","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566173393711928","repostId":"565959207679080","repostType":1,"repost":{"id":565959207679080,"gmtCreate":1779207961070,"gmtModify":1779207973449,"author":{"id":"4220292264484680","authorId":"4220292264484680","name":"清爽凉风","avatar":"https://static.tigerbbs.com/833428caf4025a2d42afc731467b2489","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4220292264484680","authorIdStr":"4220292264484680"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 继续追空闪迪，反正小仓位，现在继续看空，当浮盈90%时继续追空，我就是不认为你这闪迪公司股价值1340，还想把当年互联网泡沫的玩法玩一遍？做梦","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 继续追空闪迪，反正小仓位，现在继续看空，当浮盈90%时继续追空，我就是不认为你这闪迪公司股价值1340，还想把当年互联网泡沫的玩法玩一遍？做梦","text":"$闪迪(SNDK)$ 继续追空闪迪，反正小仓位，现在继续看空，当浮盈90%时继续追空，我就是不认为你这闪迪公司股价值1340，还想把当年互联网泡沫的玩法玩一遍？做梦","images":[{"img":"https://static.tigerbbs.com/df5411aacefb2a9cff88d90ec1561bd5","width":"1440","height":"928"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565959207679080","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}