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谋远
谋远
·
07-30
Copilot是一个什么样的软件
微软财报后股价为何有望录得历史性涨幅
鉴于公司云业务增长显著，微软预计在加大AI投入的同时不会陷入现金消耗模式。微软股价周四早盘上涨近15%。微软终于开始让华尔街相信，它在人工智能方面正在找到正确的平衡——而这正转化为历史性的股价涨幅。与此同时，管理层做出了一些保证，即本财年大力投入AI预计不会将公司推入负自由现金流区域。因此，微软股价有望迎来近18年来最佳单日表现。该公司报告称其AI助手Copilot已突破3000万付费席位。
微软财报后股价为何有望录得历史性涨幅
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谋远
·
07-25
OpenAI和Anthropic年营收预计是多少
美股下周迎两大考验：美联储议息会议与科技巨头财报密集发布
美股下周将迎来多重考验，美联储议息会议与科技巨头财报潮成为市场焦点。油价上涨推动通胀担忧升温，投资者关注美联储是否释放更鹰派的加息信号；同时，苹果、微软、亚马逊、Meta等公司将公布业绩，AI资本开支及投资回报成为核心议题。尽管AI推动今年美股上涨并带动半导体、数据中心产业链表现强劲，但Alphabet财报后市场开始担忧巨额AI投入对利润率和现金流的影响。与此同时，美债收益率走高及多项经济数据公布，也将进一步影响市场对利率和经济前景的判断。
美股下周迎两大考验：美联储议息会议与科技巨头财报密集发布
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谋远
·
06-25
说说你对这篇新闻的看法...
Cerebras(CBRS)绩后大跌13.99% Q1股东权益总额亏损1.95亿美元&料Q2核心毛利率大幅下滑
金吾财讯 | AI基础设施巨头Cerebras Systems 盘前大跌13.99%，最新报195.00美元，盘前成交额18.54亿美元。然而，公司整体仍处于扩张亏损期，GAAP净亏损为1,400万美元，非GAAP核心净亏损为250万美元，每股净亏损0.22美元，股东权益总额亏损达1.95亿美元。非GAAP核心营收达1.913亿美元，同比增长92%。业务拓展方面，Cerebras宣布与人工智能领头羊OpenAI达成了一项总额超过200亿美元的多年期巨额合作协议。
Cerebras(CBRS)绩后大跌13.99% Q1股东权益总额亏损1.95亿美元&料Q2核心毛利率大幅下滑
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谋远
·
06-23
说说你对这篇新闻的看法...
美副总统万斯：与伊朗谈判非常顺利，已设立黎巴嫩冲突降级机制
6月22日，美国副总统万斯：与伊朗的谈判非常顺利，取得了很多积极进展；我们建立了一个保持霍尔木兹海峡开放的机制。
美副总统万斯：与伊朗谈判非常顺利，已设立黎巴嫩冲突降级机制
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谋远
·
04-27
吹牛不收税
何小鹏重申目标：到今年8月，在中国实现自动驾驶能力超越特斯拉
整体实力将会更强。
何小鹏重申目标：到今年8月，在中国实现自动驾驶能力超越特斯拉
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谋远
·
04-18
什么叫幽灵外卖
共处罚没款35.97亿元！7家电商平台涉“幽灵外卖”系列案被处罚
同时，依据《中华人民共和国食品安全法实施条例》第七十五条的规定，对7家平台企业法定代表人和食品安全总监合计处以罚款1968.74万元。上述行为严重违反《中华人民共和国食品安全法》《中华人民共和国电子商务法》《中华人民共和国食品安全法实施条例》有关规定。案件启动调查后，市场监管总局第一时间责成电商平台立行立改，7家电商平台均已下架未经审核的有关“幽灵店铺”，停止与相关转单平台的餐饮转单合作。
共处罚没款35.97亿元！7家电商平台涉“幽灵外卖”系列案被处罚
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谋远
·
02-28
特斯拉越来越像风投了
马斯克：特斯拉将在20年内上月球建厂，建议投资者长期持股
更多属于战略层面的展望。
马斯克：特斯拉将在20年内上月球建厂，建议投资者长期持股
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谋远
·
2025-11-07
说说你对这篇新闻的看法...
谷歌云的高增长才开始！大摩：保守算，明年增速也可能超过50%
大摩认为，通过对谷歌云收入结构的拆解，即“积压订单”和“即时需求”两部分业务的协同增长。即便在相对保守的假设下，谷歌云在2026年的营收增长率极有可能超过50%。云业务的持续超预期表现，将成为驱动公司估值倍数扩张和AI驱动下股价跑赢大盘的关键催化剂。
谷歌云的高增长才开始！大摩：保守算，明年增速也可能超过50%
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谋远
·
2025-09-06
也不是你的工作，指三道四的
白宫经济顾问哈塞特：就业数据可能被上修近7万个
白宫经济顾问哈塞特：对就业数据略有失望，必须审视一系列数据，就业数据可能被上修近7万个。目前交易员预计本月美联储可能降息50个基点
白宫经济顾问哈塞特：就业数据可能被上修近7万个
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谋远
·
2025-09-06
我也可以
特斯拉直线拉升涨超4.5%，董事会提议为马斯克制定1万亿美元薪酬方案
9月5日（周五），特斯拉直线拉升涨超4.5%，董事会提议为马斯克制定1万亿美元薪酬方案消息方面：特斯拉北京时间周五晚间公布了即将在11月股东大会上接受投票的提案文件。根据测算，如果马斯克能够拿满这份薪酬包，光是特斯拉股票就足以使他成为身家突破万亿美元的银河巨富。这还没算他在SpaceX、xAI等顶级科创公司里的权益。新的阶梯式薪酬方案将最多授予马斯克额外4.237亿股特斯拉股权。按照昨日收盘价计算，这些股票价值为1435亿美元。但拿到这些股票的大前提，是特斯拉市值必须达到一系列门槛。例如要拿满所有股票，公司市值需要达到8.5万亿美元，大概是目前的8倍，也是当下“全球股王”英伟达的两倍。
特斯拉直线拉升涨超4.5%，董事会提议为马斯克制定1万亿美元薪酬方案
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22:30","market":"us","language":"zh","title":"微软财报后股价为何有望录得历史性涨幅","url":"https://stock-news.laohu8.com/highlight/detail?id=2655164805","media":"环球市场播报","summary":"鉴于公司云业务增长显著，微软预计在加大AI投入的同时不会陷入现金消耗模式。微软股价周四早盘上涨近15%。微软终于开始让华尔街相信，它在人工智能方面正在找到正确的平衡——而这正转化为历史性的股价涨幅。与此同时，管理层做出了一些保证，即本财年大力投入AI预计不会将公司推入负自由现金流区域。因此，微软股价有望迎来近18年来最佳单日表现。该公司报告称其AI助手Copilot已突破3000万付费席位。","content":"<html><head></head><body><p style=\"text-align: left;\">鉴于公司云业务增长显著，<a href=\"https://laohu8.com/S/MSFT\">微软</a>预计在加大AI投入的同时不会陷入现金消耗模式。</p><p style=\"text-align: left;\">微软股价周四早盘上涨近15%。</p><p style=\"text-align: left;\">微软终于开始让华尔街相信，它在人工智能方面正在找到正确的平衡——而这正转化为历史性的股价涨幅。</p><p style=\"text-align: left;\">该公司此前一直在抵御外界对其AI支出的批评，尤其是在云增长受到抑制的情况下。但随着微软最新财报显示云业务表现加速，投资者现在开始对微软的故事产生好感。与此同时，管理层做出了一些保证，即本财年大力投入AI预计不会将公司推入负自由现金流区域。</p><p style=\"text-align: left;\">因此，微软股价有望迎来近18年来最佳单日表现。周四开盘后不久，股价上涨14.6%，有望创下自2008年10月13日（上涨18.6%）以来的最佳单日表现。根据道琼斯市场数据，该股还有望创下其历史上最佳财报后表现。</p><p style=\"text-align: left;\">D.A． Davidson分析师Gil Luria在周四的报告中写道，微软“非常强劲”的财报“不仅应改变对微软的叙事，还应传递出AI建设掌握在负责任者手中的信号。”</p><p style=\"text-align: left;\">他称这家软件巨头为“房间里的大人（理性务实者）”。</p><p style=\"text-align: left;\">与此同时，<a href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI分析师Kirk Materne在周四的报告中写道，公司Azure加速增长的“超预期幅度”“甚至超出了最乐观的预期”。他特别提到公司第四财季Azure增长率达43%，以及公司目标是在9月当季实现按固定汇率计算45%的增长。</p><p style=\"text-align: left;\">FactSet追踪的分析师此前预计9月当季增长约42%。</p><p style=\"text-align: left;\">他还提到了Microsoft 365 Copilot的增长势头。该公司报告称其AI助手Copilot已突破3000万付费席位。</p><p style=\"text-align: left;\">他写道：“对微软股东来说，圣诞节提前到了。”</p><p style=\"text-align: left;\">TD Cowen分析师Derrick Wood在周四的报告中写道，Azure超预期增长与资本支出前景克制相结合，“对这只股票来说是最好的情景结果。”</p><p style=\"text-align: left;\">这种平衡造就了一份“恰到好处”的财报，Wood认为这应能“支撑股价持续反弹”。</p></body></html>","source":"sina","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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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微软财报后股价为何有望录得历史性涨幅\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-30 22:30 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2026-07-30/doc-inikqywc5036004.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>鉴于公司云业务增长显著，微软预计在加大AI投入的同时不会陷入现金消耗模式。微软股价周四早盘上涨近15%。微软终于开始让华尔街相信，它在人工智能方面正在找到正确的平衡——而这正转化为历史性的股价涨幅。该公司此前一直在抵御外界对其AI支出的批评，尤其是在云增长受到抑制的情况下。但随着微软最新财报显示云业务表现加速，投资者现在开始对微软的故事产生好感。与此同时，管理层做出了一些保证，即本财年大力投入AI...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-07-30/doc-inikqywc5036004.shtml\">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/10b3f2b5061a9d6061e93040a971a291","relate_stocks":{"LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU0079474960.USD":"联博美国增长基金A","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","SG9999014880.SGD":"大华全球优质成长基金Acc 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ACC"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-07-30/doc-inikqywc5036004.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2655164805","content_text":"鉴于公司云业务增长显著，微软预计在加大AI投入的同时不会陷入现金消耗模式。微软股价周四早盘上涨近15%。微软终于开始让华尔街相信，它在人工智能方面正在找到正确的平衡——而这正转化为历史性的股价涨幅。该公司此前一直在抵御外界对其AI支出的批评，尤其是在云增长受到抑制的情况下。但随着微软最新财报显示云业务表现加速，投资者现在开始对微软的故事产生好感。与此同时，管理层做出了一些保证，即本财年大力投入AI预计不会将公司推入负自由现金流区域。因此，微软股价有望迎来近18年来最佳单日表现。周四开盘后不久，股价上涨14.6%，有望创下自2008年10月13日（上涨18.6%）以来的最佳单日表现。根据道琼斯市场数据，该股还有望创下其历史上最佳财报后表现。D.A． Davidson分析师Gil Luria在周四的报告中写道，微软“非常强劲”的财报“不仅应改变对微软的叙事，还应传递出AI建设掌握在负责任者手中的信号。”他称这家软件巨头为“房间里的大人（理性务实者）”。与此同时，Evercore ISI分析师Kirk Materne在周四的报告中写道，公司Azure加速增长的“超预期幅度”“甚至超出了最乐观的预期”。他特别提到公司第四财季Azure增长率达43%，以及公司目标是在9月当季实现按固定汇率计算45%的增长。FactSet追踪的分析师此前预计9月当季增长约42%。他还提到了Microsoft 365 Copilot的增长势头。该公司报告称其AI助手Copilot已突破3000万付费席位。他写道：“对微软股东来说，圣诞节提前到了。”TD Cowen分析师Derrick Wood在周四的报告中写道，Azure超预期增长与资本支出前景克制相结合，“对这只股票来说是最好的情景结果。”这种平衡造就了一份“恰到好处”的财报，Wood认为这应能“支撑股价持续反弹”。","news_type":1,"symbols_score_info":{"ROM":0.6,"MSFY":0.6,"MSFD":0.6,"TTXU":0.6,"MSFL":0.6,"MSFW":0.6,"OGIG":0.6,"SNPE":0.6,"MSFO":0.6,"MSFX":0.6,"VGT":0.6,"EFIV":0.6,"CMAG":0.6,"TDIV":0.6,"XLK":0.6,"FTEC":0.6,"MSFU":0.6,"TYLG":0.6,"GAMR":0.6,"SPTE":0.6,"IGV":0.6,"NULC":0.6,"CNEQ":0.6,"MSFT":1.98,"IXN":0.6}},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":589325240427640,"gmtCreate":1784909673243,"gmtModify":1784909675426,"author":{"id":"3458873772795444","authorId":"3458873772795444","name":"谋远","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458873772795444","authorIdStr":"3458873772795444"},"themes":[],"title":"","htmlText":"OpenAI和Anthropic年营收预计是多少","listText":"OpenAI和Anthropic年营收预计是多少","text":"OpenAI和Anthropic年营收预计是多少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/589325240427640","repostId":"1174606316","repostType":4,"repost":{"id":"1174606316","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":1784900130,"share":"https://www.laohu8.com/m/news/1174606316?lang=zh_CN&edition=full","pubTime":"2026-07-24 21:35","market":"us","language":"zh","title":"美股下周迎两大考验：美联储议息会议与科技巨头财报密集发布","url":"https://stock-news.laohu8.com/highlight/detail?id=1174606316","media":"老虎资讯综合","summary":"美股下周将迎来多重考验，美联储议息会议与科技巨头财报潮成为市场焦点。油价上涨推动通胀担忧升温，投资者关注美联储是否释放更鹰派的加息信号；同时，苹果、微软、亚马逊、Meta等公司将公布业绩，AI资本开支及投资回报成为核心议题。尽管AI推动今年美股上涨并带动半导体、数据中心产业链表现强劲，但Alphabet财报后市场开始担忧巨额AI投入对利润率和现金流的影响。与此同时，美债收益率走高及多项经济数据公布，也将进一步影响市场对利率和经济前景的判断。","content":"<html><head></head><body><p style=\"text-align: left;\">美国股市近期走势震荡，未来一周市场将重点关注两大因素：美联储议息会议对未来利率路径的指引，以及由科技公司和人工智能领域龙头企业主导的密集财报发布。</p><p style=\"text-align: left;\">主要股指本周预计将录得周线下跌，原因是周四市场受到<strong>谷歌母公司Alphabet和特斯拉财报公布后的大幅下跌拖累</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d28c18f608f6b298a42d3100c9e04444\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">谷歌母公司Alphabet因进一步扩大原本已经庞大的AI投资计划而引发市场担忧，其股价大跌带来的影响，给下周即将公布财报的其他AI“超级规模企业”（AI hyperscalers）——微软（Microsoft）、亚马逊（Amazon）和Meta Platforms——蒙上了一层阴影。</p><p style=\"text-align: left;\">今年以来，AI相关股票一直是推动股市上涨的核心力量，助力本轮牛市接近第四个年头。尽管本周市场出现波动，但基准指数标普500指数在2026年仍累计上涨约8%。</p><p style=\"text-align: left;\">Man Group首席市场策略师Kristina Hooper表示，当前市场“显得非常火热”，投资者情绪高度敏感。</p><p style=\"text-align: left;\">她表示：“投资者在某种程度上如履薄冰，任何不完美的信号都更容易引发市场负面反应。”</p><h3 style=\"text-align: left;\"><strong>美联储是否会维持利率不变？</strong></h3><p style=\"text-align: left;\">与此同时，美联储议息会议将在中东紧张局势升级推动油价大涨的背景下举行。周四，布伦特原油价格一度升破每桶100美元。</p><p style=\"text-align: left;\">油价上涨加剧了市场对通胀重新升温的担忧，并引发投资者担心，美联储可能需要采取更强硬的加息措施，以控制持续高于其2%年度目标的通胀水平。</p><p style=\"text-align: left;\">市场此前预计，美联储将在下周三公布货币政策声明时维持利率不变。根据LSEG数据，截至周四下午，联邦基金期货显示，市场认为美联储加息25个基点的概率约为36%。</p><p style=\"text-align: left;\">不过，华尔街仍对美联储是否可能“意外行动”存在不确定性。由于新任主席凯文·沃什（Kevin Warsh）正在调整美联储政策沟通方式，市场担忧其可能释放超预期鹰派信号。</p><p style=\"text-align: left;\">法国巴黎银行（BNP Paribas）经济学家本周在报告中表示：</p><p style=\"text-align: left;\">“美联储意外加息的可能性并不能完全排除。”</p><p style=\"text-align: left;\">此次会议将是沃什（Warsh）担任美联储主席后的第二次议息会议。他一直避免提供明确的前瞻性政策指引，并承诺将通胀率降回美联储目标水平。</p><p style=\"text-align: left;\">Murphy & Sylvest Wealth Management高级财富顾问兼市场策略师Paul Nolte表示：</p><p style=\"text-align: left;\">“他并没有真正透露美联储的政策底牌。”</p><h3 style=\"text-align: left;\"><strong>投资者寻找美联储加息路径线索</strong></h3><p style=\"text-align: left;\">即使美联储在下周三会议上维持利率不变，投资者仍将关注政策声明以及沃什随后举行的新闻发布会，以寻找未来利率走势的线索。</p><p style=\"text-align: left;\">联邦基金期货市场目前预计，截至2027年1月的议息会议前，美联储可能累计加息两次，每次25个基点。</p><p style=\"text-align: left;\">富国银行投资研究院高级全球市场策略师Scott Wren表示：</p><p style=\"text-align: left;\">“如果市场感觉到越来越多的美联储官员正在倾向于今年剩余时间内多次加息的情景，我认为这将对市场造成压力。”</p><p style=\"text-align: left;\">更高的利率会提高消费者和企业的借贷成本，放缓经济增长，并通常对股市形成压力。同时，加息也可能推动美国国债收益率走高，而近期美债收益率已经持续上涨，使债券投资对股票形成更强竞争。</p><p style=\"text-align: left;\">基准10年期美国国债收益率周四突破4.7%，升至2025年初以来最高水平。需要注意的是，债券收益率与债券价格走势相反。</p><p style=\"text-align: left;\">此外，投资者下周还将迎来一系列美国经济数据，包括：第二季度国内生产总值（GDP）、月度通胀数据、消费者信心指数，这些数据将帮助市场进一步判断美国经济表现及美联储未来政策方向。</p><h3 style=\"text-align: left;\"><strong>财报超级周来袭，AI巨头资本开支成焦点</strong></h3><p style=\"text-align: left;\">下周将迎来本季度财报季最繁忙的一周，预计约有三分之一的标普500指数成分公司公布业绩，其中包括苹果（Apple）、Visa、雪佛龙（Chevron）和可口可乐（Coca-Cola）等大型企业。</p><p style=\"text-align: left;\">截至周三，已有超过80家公司公布财报。根据LSEG IBES数据，标普500指数成分股第二季度盈利预计同比增长26.5%。这一强劲盈利增长此前已被华尔街预期，并部分反映在股价中。</p><p style=\"text-align: left;\">今年以来，AI投资一直是推动股市上涨的重要因素，带动半导体企业以及数据中心、AI基础设施相关公司股价走强。</p><p style=\"text-align: left;\">不过，投资者对于大型科技公司能否通过AI投资获得足够回报的担忧正在升温。Alphabet财报后市场反应正体现了这一问题，下周微软、亚马逊和Meta公布业绩时，AI资本开支将成为投资者关注重点。</p><p style=\"text-align: left;\">Man Group首席市场策略师Kristina Hooper表示，即使这些公司轻松达到盈利预期，并给出强劲季度指引，市场仍可能因投资者对AI投入的看法变化而惩罚股价。</p><p style=\"text-align: left;\">她表示：</p><p style=\"text-align: left;\">“过去投资者看到的是机会，而现在他们更可能看到的是风险。”</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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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美股下周迎两大考验：美联储议息会议与科技巨头财报密集发布\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\">2026-07-24 21:35</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;\">美国股市近期走势震荡，未来一周市场将重点关注两大因素：美联储议息会议对未来利率路径的指引，以及由科技公司和人工智能领域龙头企业主导的密集财报发布。</p><p style=\"text-align: left;\">主要股指本周预计将录得周线下跌，原因是周四市场受到<strong>谷歌母公司Alphabet和特斯拉财报公布后的大幅下跌拖累</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d28c18f608f6b298a42d3100c9e04444\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">谷歌母公司Alphabet因进一步扩大原本已经庞大的AI投资计划而引发市场担忧，其股价大跌带来的影响，给下周即将公布财报的其他AI“超级规模企业”（AI hyperscalers）——微软（Microsoft）、亚马逊（Amazon）和Meta Platforms——蒙上了一层阴影。</p><p style=\"text-align: left;\">今年以来，AI相关股票一直是推动股市上涨的核心力量，助力本轮牛市接近第四个年头。尽管本周市场出现波动，但基准指数标普500指数在2026年仍累计上涨约8%。</p><p style=\"text-align: left;\">Man Group首席市场策略师Kristina Hooper表示，当前市场“显得非常火热”，投资者情绪高度敏感。</p><p style=\"text-align: left;\">她表示：“投资者在某种程度上如履薄冰，任何不完美的信号都更容易引发市场负面反应。”</p><h3 style=\"text-align: left;\"><strong>美联储是否会维持利率不变？</strong></h3><p style=\"text-align: left;\">与此同时，美联储议息会议将在中东紧张局势升级推动油价大涨的背景下举行。周四，布伦特原油价格一度升破每桶100美元。</p><p style=\"text-align: left;\">油价上涨加剧了市场对通胀重新升温的担忧，并引发投资者担心，美联储可能需要采取更强硬的加息措施，以控制持续高于其2%年度目标的通胀水平。</p><p style=\"text-align: left;\">市场此前预计，美联储将在下周三公布货币政策声明时维持利率不变。根据LSEG数据，截至周四下午，联邦基金期货显示，市场认为美联储加息25个基点的概率约为36%。</p><p style=\"text-align: left;\">不过，华尔街仍对美联储是否可能“意外行动”存在不确定性。由于新任主席凯文·沃什（Kevin Warsh）正在调整美联储政策沟通方式，市场担忧其可能释放超预期鹰派信号。</p><p style=\"text-align: left;\">法国巴黎银行（BNP Paribas）经济学家本周在报告中表示：</p><p style=\"text-align: left;\">“美联储意外加息的可能性并不能完全排除。”</p><p style=\"text-align: left;\">此次会议将是沃什（Warsh）担任美联储主席后的第二次议息会议。他一直避免提供明确的前瞻性政策指引，并承诺将通胀率降回美联储目标水平。</p><p style=\"text-align: left;\">Murphy & Sylvest Wealth Management高级财富顾问兼市场策略师Paul Nolte表示：</p><p style=\"text-align: left;\">“他并没有真正透露美联储的政策底牌。”</p><h3 style=\"text-align: left;\"><strong>投资者寻找美联储加息路径线索</strong></h3><p style=\"text-align: left;\">即使美联储在下周三会议上维持利率不变，投资者仍将关注政策声明以及沃什随后举行的新闻发布会，以寻找未来利率走势的线索。</p><p style=\"text-align: left;\">联邦基金期货市场目前预计，截至2027年1月的议息会议前，美联储可能累计加息两次，每次25个基点。</p><p style=\"text-align: left;\">富国银行投资研究院高级全球市场策略师Scott Wren表示：</p><p style=\"text-align: left;\">“如果市场感觉到越来越多的美联储官员正在倾向于今年剩余时间内多次加息的情景，我认为这将对市场造成压力。”</p><p style=\"text-align: left;\">更高的利率会提高消费者和企业的借贷成本，放缓经济增长，并通常对股市形成压力。同时，加息也可能推动美国国债收益率走高，而近期美债收益率已经持续上涨，使债券投资对股票形成更强竞争。</p><p style=\"text-align: left;\">基准10年期美国国债收益率周四突破4.7%，升至2025年初以来最高水平。需要注意的是，债券收益率与债券价格走势相反。</p><p style=\"text-align: left;\">此外，投资者下周还将迎来一系列美国经济数据，包括：第二季度国内生产总值（GDP）、月度通胀数据、消费者信心指数，这些数据将帮助市场进一步判断美国经济表现及美联储未来政策方向。</p><h3 style=\"text-align: left;\"><strong>财报超级周来袭，AI巨头资本开支成焦点</strong></h3><p style=\"text-align: left;\">下周将迎来本季度财报季最繁忙的一周，预计约有三分之一的标普500指数成分公司公布业绩，其中包括苹果（Apple）、Visa、雪佛龙（Chevron）和可口可乐（Coca-Cola）等大型企业。</p><p style=\"text-align: left;\">截至周三，已有超过80家公司公布财报。根据LSEG IBES数据，标普500指数成分股第二季度盈利预计同比增长26.5%。这一强劲盈利增长此前已被华尔街预期，并部分反映在股价中。</p><p style=\"text-align: left;\">今年以来，AI投资一直是推动股市上涨的重要因素，带动半导体企业以及数据中心、AI基础设施相关公司股价走强。</p><p style=\"text-align: left;\">不过，投资者对于大型科技公司能否通过AI投资获得足够回报的担忧正在升温。Alphabet财报后市场反应正体现了这一问题，下周微软、亚马逊和Meta公布业绩时，AI资本开支将成为投资者关注重点。</p><p style=\"text-align: left;\">Man Group首席市场策略师Kristina Hooper表示，即使这些公司轻松达到盈利预期，并给出强劲季度指引，市场仍可能因投资者对AI投入的看法变化而惩罚股价。</p><p style=\"text-align: left;\">她表示：</p><p style=\"text-align: left;\">“过去投资者看到的是机会，而现在他们更可能看到的是风险。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5c7529fdbb41cb6b3c19bcb2904f4970","relate_stocks":{"SDOW":"三倍做空道指30ETF-ProShares","AAPX":"2倍做多Apple ETF-T-Rex","MSFD":"1倍做空MSFT ETF-Direxion","METU":"2倍做多META ETF-Direxion","AAPY":"AAPL收益溢价策略ETF-Kurv","MSFL":"2倍做多MSFT 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Platforms——蒙上了一层阴影。今年以来，AI相关股票一直是推动股市上涨的核心力量，助力本轮牛市接近第四个年头。尽管本周市场出现波动，但基准指数标普500指数在2026年仍累计上涨约8%。Man Group首席市场策略师Kristina Hooper表示，当前市场“显得非常火热”，投资者情绪高度敏感。她表示：“投资者在某种程度上如履薄冰，任何不完美的信号都更容易引发市场负面反应。”美联储是否会维持利率不变？与此同时，美联储议息会议将在中东紧张局势升级推动油价大涨的背景下举行。周四，布伦特原油价格一度升破每桶100美元。油价上涨加剧了市场对通胀重新升温的担忧，并引发投资者担心，美联储可能需要采取更强硬的加息措施，以控制持续高于其2%年度目标的通胀水平。市场此前预计，美联储将在下周三公布货币政策声明时维持利率不变。根据LSEG数据，截至周四下午，联邦基金期货显示，市场认为美联储加息25个基点的概率约为36%。不过，华尔街仍对美联储是否可能“意外行动”存在不确定性。由于新任主席凯文·沃什（Kevin Warsh）正在调整美联储政策沟通方式，市场担忧其可能释放超预期鹰派信号。法国巴黎银行（BNP Paribas）经济学家本周在报告中表示：“美联储意外加息的可能性并不能完全排除。”此次会议将是沃什（Warsh）担任美联储主席后的第二次议息会议。他一直避免提供明确的前瞻性政策指引，并承诺将通胀率降回美联储目标水平。Murphy & Sylvest Wealth Management高级财富顾问兼市场策略师Paul Nolte表示：“他并没有真正透露美联储的政策底牌。”投资者寻找美联储加息路径线索即使美联储在下周三会议上维持利率不变，投资者仍将关注政策声明以及沃什随后举行的新闻发布会，以寻找未来利率走势的线索。联邦基金期货市场目前预计，截至2027年1月的议息会议前，美联储可能累计加息两次，每次25个基点。富国银行投资研究院高级全球市场策略师Scott Wren表示：“如果市场感觉到越来越多的美联储官员正在倾向于今年剩余时间内多次加息的情景，我认为这将对市场造成压力。”更高的利率会提高消费者和企业的借贷成本，放缓经济增长，并通常对股市形成压力。同时，加息也可能推动美国国债收益率走高，而近期美债收益率已经持续上涨，使债券投资对股票形成更强竞争。基准10年期美国国债收益率周四突破4.7%，升至2025年初以来最高水平。需要注意的是，债券收益率与债券价格走势相反。此外，投资者下周还将迎来一系列美国经济数据，包括：第二季度国内生产总值（GDP）、月度通胀数据、消费者信心指数，这些数据将帮助市场进一步判断美国经济表现及美联储未来政策方向。财报超级周来袭，AI巨头资本开支成焦点下周将迎来本季度财报季最繁忙的一周，预计约有三分之一的标普500指数成分公司公布业绩，其中包括苹果（Apple）、Visa、雪佛龙（Chevron）和可口可乐（Coca-Cola）等大型企业。截至周三，已有超过80家公司公布财报。根据LSEG IBES数据，标普500指数成分股第二季度盈利预计同比增长26.5%。这一强劲盈利增长此前已被华尔街预期，并部分反映在股价中。今年以来，AI投资一直是推动股市上涨的重要因素，带动半导体企业以及数据中心、AI基础设施相关公司股价走强。不过，投资者对于大型科技公司能否通过AI投资获得足够回报的担忧正在升温。Alphabet财报后市场反应正体现了这一问题，下周微软、亚马逊和Meta公布业绩时，AI资本开支将成为投资者关注重点。Man Group首席市场策略师Kristina Hooper表示，即使这些公司轻松达到盈利预期，并给出强劲季度指引，市场仍可能因投资者对AI投入的看法变化而惩罚股价。她表示：“过去投资者看到的是机会，而现在他们更可能看到的是风险。”","news_type":1,"symbols_score_info":{"SH":0.6,"SPXL":0.6,"DIA":0.6,"VOO":0.6,"MMAX":0.6,".SPX":2,"SPDN":0.6,"DMAX":0.6,"MSFD":0.6,"MSFO":0.6,"SPUU":0.6,"AAPB":0.6,"METU":0.6,"SDOW":0.6,"SDS":0.6,"V":2,"UPRO":0.6,"SPXS":0.6,"APLY":0.6,"IVV":0.6,"AAPD":0.6,"AAPY":0.6,"FBYY":0.6,"SPXU":0.6,"YSPY":0.6,"SPY":0.6,"SPYU":0.6,"SPYH":0.6,"MSFU":0.6,".DJI":2,"AAPX":0.6,"MSFY":0.6,"AAPU":0.6,"METD":0.6,"MSFL":0.6,"MSFT":2,"FBY":0.6,"SPYQ":0.6,"SPYM":0.6,"UDOW":0.6,"AAPW":0.6,"SMAX":0.6,"DXD":0.6,"META":2,".IXIC":2,"MSFX":0.6,"SSO":0.6,"MSFW":0.6,"FBL":0.6,"METW":0.6,"DDM":0.6,"AAPL":2,"HIBL":0.6,"DOG":0.6}},"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578798472508664,"gmtCreate":1782317360072,"gmtModify":1782319827077,"author":{"id":"3458873772795444","authorId":"3458873772795444","name":"谋远","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458873772795444","authorIdStr":"3458873772795444"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578798472508664","repostId":"2645899105","repostType":2,"repost":{"id":"2645899105","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1782293568,"share":"https://www.laohu8.com/m/news/2645899105?lang=zh_CN&edition=full","pubTime":"2026-06-24 17:32","market":"hk","language":"zh","title":"Cerebras(CBRS)绩后大跌13.99% Q1股东权益总额亏损1.95亿美元&料Q2核心毛利率大幅下滑","url":"https://stock-news.laohu8.com/highlight/detail?id=2645899105","media":"金吾财讯","summary":"金吾财讯 | AI基础设施巨头Cerebras Systems 盘前大跌13.99%，最新报195.00美元，盘前成交额18.54亿美元。然而，公司整体仍处于扩张亏损期，GAAP净亏损为1,400万美元，非GAAP核心净亏损为250万美元，每股净亏损0.22美元，股东权益总额亏损达1.95亿美元。非GAAP核心营收达1.913亿美元，同比增长92%。业务拓展方面，Cerebras宣布与人工智能领头羊OpenAI达成了一项总额超过200亿美元的多年期巨额合作协议。","content":"<html><body><p>金吾财讯 | AI基础设施巨头<a href=\"https://laohu8.com/S/CBRS\">Cerebras Systems</a>(CBRS)盘前大跌13.99%，最新报195.00美元，盘前成交额18.54亿美元。消息面上，该公司新近披露了2026财年第一季度(截至3月31日)财务业绩。尽管该公司宣称斩获来自OpenAI的超级大单，但因未来的利润率指引未达预期，市场情绪迅速转向。具体而言，盈利方面，公司一季度核心毛利率表现优异，达到47%。然而，公司整体仍处于扩张亏损期，GAAP净亏损为1,400万美元，非GAAP核心净亏损为250万美元，每股净亏损(基本及摊薄后)0.22美元，股东权益总额亏损达1.95亿美元。营收方面，GAAP总营收达到1.934亿美元，环比增长13%，同比增长达94%。非GAAP核心营收达1.913亿美元，同比增长92%。其中，云与服务业务同比暴增167%至7,980万美元。业务拓展方面，Cerebras宣布与人工智能领头羊OpenAI达成了一项总额超过200亿美元的多年期巨额合作协议。根据协议，OpenAI将在未来几年内部署高达750兆瓦(MW)的Cerebras超高速推理计算资源。同时，Cerebras还宣布与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>云服务(AWS)建立多年战略合作伙伴关系。双方将联合推出一种“分布式推理策略”，由AWS的Trainium 3芯片负责执行预填充(Prefill)，而Cerebras的CS-3芯片则负责极速解码(Decode)，从而在全球范围内为初创企业和企业级客户提供超低延迟的AI推理服务。而得益于二季度完成的64亿美元IPO、10亿美元H轮融资、来自OpenAI的10亿美元营运资金贷款以及4月签署的8.5亿美元循环贷款，公司目前手握超33亿美元现金储备。然而，虽然营收增速翻倍且手握硅谷顶级大单，但Cerebras随财报一同公布的第二季度及全年利润率指引，却引发了华尔街对AI硬件赛道高增长能否带来高回报的担忧。公司预计第二季度核心毛利率将从一季度的47%大幅下滑至36%–38%，2026全年的核心毛利率指引仅为38%–41%。分析人士指出，尽管Cerebras将2026全年核心营收指引上调至8.55亿至8.65亿美元(中位数同比增长69%)，但毛利率的短期承压意味着随着数据中心资产收购与商业化规模的扩大，硬件折旧与运营成本正在蚕食早期红利。这种“赚了营收输了利润”的预期，成为导致其股价在发布财报后遭遇重挫的主因。</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>Cerebras(CBRS)绩后大跌13.99% Q1股东权益总额亏损1.95亿美元&料Q2核心毛利率大幅下滑</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\">\nCerebras(CBRS)绩后大跌13.99% Q1股东权益总额亏损1.95亿美元&料Q2核心毛利率大幅下滑\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-06-24 17:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | AI基础设施巨头<a href=\"https://laohu8.com/S/CBRS\">Cerebras Systems</a>(CBRS)盘前大跌13.99%，最新报195.00美元，盘前成交额18.54亿美元。消息面上，该公司新近披露了2026财年第一季度(截至3月31日)财务业绩。尽管该公司宣称斩获来自OpenAI的超级大单，但因未来的利润率指引未达预期，市场情绪迅速转向。具体而言，盈利方面，公司一季度核心毛利率表现优异，达到47%。然而，公司整体仍处于扩张亏损期，GAAP净亏损为1,400万美元，非GAAP核心净亏损为250万美元，每股净亏损(基本及摊薄后)0.22美元，股东权益总额亏损达1.95亿美元。营收方面，GAAP总营收达到1.934亿美元，环比增长13%，同比增长达94%。非GAAP核心营收达1.913亿美元，同比增长92%。其中，云与服务业务同比暴增167%至7,980万美元。业务拓展方面，Cerebras宣布与人工智能领头羊OpenAI达成了一项总额超过200亿美元的多年期巨额合作协议。根据协议，OpenAI将在未来几年内部署高达750兆瓦(MW)的Cerebras超高速推理计算资源。同时，Cerebras还宣布与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>云服务(AWS)建立多年战略合作伙伴关系。双方将联合推出一种“分布式推理策略”，由AWS的Trainium 3芯片负责执行预填充(Prefill)，而Cerebras的CS-3芯片则负责极速解码(Decode)，从而在全球范围内为初创企业和企业级客户提供超低延迟的AI推理服务。而得益于二季度完成的64亿美元IPO、10亿美元H轮融资、来自OpenAI的10亿美元营运资金贷款以及4月签署的8.5亿美元循环贷款，公司目前手握超33亿美元现金储备。然而，虽然营收增速翻倍且手握硅谷顶级大单，但Cerebras随财报一同公布的第二季度及全年利润率指引，却引发了华尔街对AI硬件赛道高增长能否带来高回报的担忧。公司预计第二季度核心毛利率将从一季度的47%大幅下滑至36%–38%，2026全年的核心毛利率指引仅为38%–41%。分析人士指出，尽管Cerebras将2026全年核心营收指引上调至8.55亿至8.65亿美元(中位数同比增长69%)，但毛利率的短期承压意味着随着数据中心资产收购与商业化规模的扩大，硬件折旧与运营成本正在蚕食早期红利。这种“赚了营收输了利润”的预期，成为导致其股价在发布财报后遭遇重挫的主因。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/NTE3MzYyMzA2NDI2MjU=.png","relate_stocks":{"BK4141":"半导体产品","CBRS":"Cerebras Systems"},"source_url":"301836","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2645899105","content_text":"金吾财讯 | AI基础设施巨头Cerebras Systems(CBRS)盘前大跌13.99%，最新报195.00美元，盘前成交额18.54亿美元。消息面上，该公司新近披露了2026财年第一季度(截至3月31日)财务业绩。尽管该公司宣称斩获来自OpenAI的超级大单，但因未来的利润率指引未达预期，市场情绪迅速转向。具体而言，盈利方面，公司一季度核心毛利率表现优异，达到47%。然而，公司整体仍处于扩张亏损期，GAAP净亏损为1,400万美元，非GAAP核心净亏损为250万美元，每股净亏损(基本及摊薄后)0.22美元，股东权益总额亏损达1.95亿美元。营收方面，GAAP总营收达到1.934亿美元，环比增长13%，同比增长达94%。非GAAP核心营收达1.913亿美元，同比增长92%。其中，云与服务业务同比暴增167%至7,980万美元。业务拓展方面，Cerebras宣布与人工智能领头羊OpenAI达成了一项总额超过200亿美元的多年期巨额合作协议。根据协议，OpenAI将在未来几年内部署高达750兆瓦(MW)的Cerebras超高速推理计算资源。同时，Cerebras还宣布与亚马逊云服务(AWS)建立多年战略合作伙伴关系。双方将联合推出一种“分布式推理策略”，由AWS的Trainium 3芯片负责执行预填充(Prefill)，而Cerebras的CS-3芯片则负责极速解码(Decode)，从而在全球范围内为初创企业和企业级客户提供超低延迟的AI推理服务。而得益于二季度完成的64亿美元IPO、10亿美元H轮融资、来自OpenAI的10亿美元营运资金贷款以及4月签署的8.5亿美元循环贷款，公司目前手握超33亿美元现金储备。然而，虽然营收增速翻倍且手握硅谷顶级大单，但Cerebras随财报一同公布的第二季度及全年利润率指引，却引发了华尔街对AI硬件赛道高增长能否带来高回报的担忧。公司预计第二季度核心毛利率将从一季度的47%大幅下滑至36%–38%，2026全年的核心毛利率指引仅为38%–41%。分析人士指出，尽管Cerebras将2026全年核心营收指引上调至8.55亿至8.65亿美元(中位数同比增长69%)，但毛利率的短期承压意味着随着数据中心资产收购与商业化规模的扩大，硬件折旧与运营成本正在蚕食早期红利。这种“赚了营收输了利润”的预期，成为导致其股价在发布财报后遭遇重挫的主因。","news_type":1,"symbols_score_info":{"CBRS":1.5}},"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578035938019800,"gmtCreate":1782145608485,"gmtModify":1782148718625,"author":{"id":"3458873772795444","authorId":"3458873772795444","name":"谋远","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458873772795444","authorIdStr":"3458873772795444"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578035938019800","repostId":"1181622537","repostType":4,"repost":{"id":"1181622537","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":1782126706,"share":"https://www.laohu8.com/m/news/1181622537?lang=zh_CN&edition=full","pubTime":"2026-06-22 19:11","market":"us","language":"zh","title":"美副总统万斯：与伊朗谈判非常顺利，已设立黎巴嫩冲突降级机制","url":"https://stock-news.laohu8.com/highlight/detail?id=1181622537","media":"老虎资讯综合","summary":"6月22日，美国副总统万斯：与伊朗的谈判非常顺利，取得了很多积极进展；我们建立了一个保持霍尔木兹海峡开放的机制。","content":"<html><head></head><body><p>6月22日，美国副总统万斯在瑞士发表讲话。他表示，与伊朗的谈判非常顺利，取得了很多积极进展。技术性讨论将继续，我即将返回美国。技术团队仍有很多工作要做，技术谈判将在未来几周和几天内继续进行。万斯指出，伊朗方面已同意邀请国际原子能机构检查员回访，核查员可能在本周、最早今天开始工作，他今天也可能会与核观察人员进行讨论。他强调，当伊朗说出不实之词时，总统特朗普会作出回应。关于地区局势，万斯称已为黎巴嫩设立了一个冲突降级机制，希望真主党停止向以色列开火，该机制旨在遏制黎巴嫩冲突，同时希望确保有适当的协调，并尊重黎巴嫩的主权。此外，万斯表示已建立一个保持霍尔木兹海峡开放的机制，目前霍尔木兹海峡已开放。他说，希望实现地区停火，并确保以色列的安全得到保障，同时认为已为成功达成最终协议奠定了非常好的基础。</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\" 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19:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月22日，美国副总统万斯在瑞士发表讲话。他表示，与伊朗的谈判非常顺利，取得了很多积极进展。技术性讨论将继续，我即将返回美国。技术团队仍有很多工作要做，技术谈判将在未来几周和几天内继续进行。万斯指出，伊朗方面已同意邀请国际原子能机构检查员回访，核查员可能在本周、最早今天开始工作，他今天也可能会与核观察人员进行讨论。他强调，当伊朗说出不实之词时，总统特朗普会作出回应。关于地区局势，万斯称已为黎巴嫩设立了一个冲突降级机制，希望真主党停止向以色列开火，该机制旨在遏制黎巴嫩冲突，同时希望确保有适当的协调，并尊重黎巴嫩的主权。此外，万斯表示已建立一个保持霍尔木兹海峡开放的机制，目前霍尔木兹海峡已开放。他说，希望实现地区停火，并确保以色列的安全得到保障，同时认为已为成功达成最终协议奠定了非常好的基础。</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181622537","content_text":"6月22日，美国副总统万斯在瑞士发表讲话。他表示，与伊朗的谈判非常顺利，取得了很多积极进展。技术性讨论将继续，我即将返回美国。技术团队仍有很多工作要做，技术谈判将在未来几周和几天内继续进行。万斯指出，伊朗方面已同意邀请国际原子能机构检查员回访，核查员可能在本周、最早今天开始工作，他今天也可能会与核观察人员进行讨论。他强调，当伊朗说出不实之词时，总统特朗普会作出回应。关于地区局势，万斯称已为黎巴嫩设立了一个冲突降级机制，希望真主党停止向以色列开火，该机制旨在遏制黎巴嫩冲突，同时希望确保有适当的协调，并尊重黎巴嫩的主权。此外，万斯表示已建立一个保持霍尔木兹海峡开放的机制，目前霍尔木兹海峡已开放。他说，希望实现地区停火，并确保以色列的安全得到保障，同时认为已为成功达成最终协议奠定了非常好的基础。","news_type":1,"symbols_score_info":{"MNQmain":2,"YMmain":2,"NQmain":2,"MNQ2612":2,"ESmain":2,"MNQ2603":2}},"isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558165898835672,"gmtCreate":1777302734984,"gmtModify":1777302737491,"author":{"id":"3458873772795444","authorId":"3458873772795444","name":"谋远","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458873772795444","authorIdStr":"3458873772795444"},"themes":[],"title":"","htmlText":"吹牛不收税","listText":"吹牛不收税","text":"吹牛不收税","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558165898835672","repostId":"2630357580","repostType":2,"repost":{"id":"2630357580","kind":"live","pubTimestamp":1777271437,"share":"https://www.laohu8.com/m/news/2630357580?lang=zh_CN&edition=full","pubTime":"2026-04-27 14:30","market":"us","language":"zh","title":"何小鹏重申目标：到今年8月，在中国实现自动驾驶能力超越特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=2630357580","media":"智通财经","summary":"整体实力将会更强。","content":"<html><head></head><body><p>小鹏汽车董事长兼CEO何小鹏近日在北京车展上重申了其雄心勃勃的目标：到今年8月，在中国实现自动驾驶能力超越特斯拉。尽管特斯拉的全自动驾驶系统尚未获得中国市场批准，难以进行直接比较，但何小鹏表示，小鹏汽车的视觉语言动作系统在某些复杂的驾驶场景下已经超越了特斯拉。</p><p>“我们给自己设定了一个目标：到8月份，在中国市场全面超越特斯拉的FSD系统。”何小鹏在2026北京国际汽车展期间的媒体发布会上表示。“中国的驾驶环境更加复杂。如果我们能够在这里超越它，我们的整体实力将会更强，”他说。</p><p>去年12月，何小鹏在社交媒体发帖称，他跟小鹏自驾团队打赌，到2026年8月30日，小鹏VLA在国内成功达到特斯拉FSD V14.2在硅谷的效果。</p></body></html>","source":"live_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>何小鹏重申目标：到今年8月，在中国实现自动驾驶能力超越特斯拉</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何小鹏重申目标：到今年8月，在中国实现自动驾驶能力超越特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-27 14:30 北京时间 <a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小鹏汽车董事长兼CEO何小鹏近日在北京车展上重申了其雄心勃勃的目标：到今年8月，在中国实现自动驾驶能力超越特斯拉。尽管特斯拉的全自动驾驶系统尚未获得中国市场批准，难以进行直接比较，但何小鹏表示，小鹏汽车的视觉语言动作系统在某些复杂的驾驶场景下已经超越了特斯拉。“我们给自己设定了一个目标：到8月份，在中国市场全面超越特斯拉的FSD系统。”何小鹏在2026北京国际汽车展期间的媒体发布会上表示。“中国的...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">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/4aa4c2246df411f68e16a21f6d365311","relate_stocks":{"09868":"小鹏集团-W","XPEG":"2倍做多XPEV ETF-Leverage Shares","XPEV":"小鹏集团"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2630357580","content_text":"小鹏汽车董事长兼CEO何小鹏近日在北京车展上重申了其雄心勃勃的目标：到今年8月，在中国实现自动驾驶能力超越特斯拉。尽管特斯拉的全自动驾驶系统尚未获得中国市场批准，难以进行直接比较，但何小鹏表示，小鹏汽车的视觉语言动作系统在某些复杂的驾驶场景下已经超越了特斯拉。“我们给自己设定了一个目标：到8月份，在中国市场全面超越特斯拉的FSD系统。”何小鹏在2026北京国际汽车展期间的媒体发布会上表示。“中国的驾驶环境更加复杂。如果我们能够在这里超越它，我们的整体实力将会更强，”他说。去年12月，何小鹏在社交媒体发帖称，他跟小鹏自驾团队打赌，到2026年8月30日，小鹏VLA在国内成功达到特斯拉FSD V14.2在硅谷的效果。","news_type":1,"symbols_score_info":{"XPEG":0.6,"XPEV":2,"09868":2}},"isVote":1,"tweetType":1,"viewCount":891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554629786773200,"gmtCreate":1776442299464,"gmtModify":1776442302088,"author":{"id":"3458873772795444","authorId":"3458873772795444","name":"谋远","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458873772795444","authorIdStr":"3458873772795444"},"themes":[],"title":"","htmlText":"什么叫幽灵外卖","listText":"什么叫幽灵外卖","text":"什么叫幽灵外卖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554629786773200","repostId":"1167699493","repostType":4,"repost":{"id":"1167699493","kind":"news","pubTimestamp":1776412896,"share":"https://www.laohu8.com/m/news/1167699493?lang=zh_CN&edition=full","pubTime":"2026-04-17 16:01","market":"hk","language":"zh","title":"共处罚没款35.97亿元！7家电商平台涉“幽灵外卖”系列案被处罚","url":"https://stock-news.laohu8.com/highlight/detail?id=1167699493","media":"市场监管总局","summary":"同时，依据《中华人民共和国食品安全法实施条例》第七十五条的规定，对7家平台企业法定代表人和食品安全总监合计处以罚款1968.74万元。上述行为严重违反《中华人民共和国食品安全法》《中华人民共和国电子商务法》《中华人民共和国食品安全法实施条例》有关规定。案件启动调查后，市场监管总局第一时间责成电商平台立行立改，7家电商平台均已下架未经审核的有关“幽灵店铺”，停止与相关转单平台的餐饮转单合作。","content":"<html><head></head><body><p>4月17日，市场监管总局4月17日依法对上海寻梦信息技术有限公司（拼多多）、北京三快科技有限公司（美团）、北京京东叁佰陆拾度电子商务有限公司（京东）、上海拉扎斯信息科技有限公司（原饿了么，现淘宝闪购）、北京抖音科技有限公司（抖音）、浙江淘宝网络有限公司（淘宝）、浙江天猫网络有限公司（天猫）等7家电商平台“幽灵外卖”系列案，依据《中华人民共和国食品安全法》第一百三十一条、《中华人民共和国电子商务法》第八十三条的规定作出行政处罚决定，责令7家电商平台改正违法行为，暂停新增蛋糕店铺3至9个月不等，并处以罚没款共计35.97亿元。同时，依据《中华人民共和国食品安全法实施条例》第七十五条的规定，对7家平台企业法定代表人和食品安全总监合计处以罚款1968.74万元。</p><p>经查，上述7家电商平台对入网食品经营者许可证审核把关不严，未依法履行资质审查义务；与转单平台签订合作协议，明知或应知转单行为侵害消费者合法权益，但未采取必要措施；7家电商平台法定代表人和食品安全总监，负有食品安全管理责任，但未全面履行有关岗位职责。上述行为严重违反《中华人民共和国食品安全法》《中华人民共和国电子商务法》《中华人民共和国食品安全法实施条例》有关规定。</p><p>案件启动调查后，市场监管总局第一时间责成电商平台立行立改，7家电商平台均已下架未经审核的有关“幽灵店铺”，停止与相关转单平台的餐饮转单合作。</p></body></html>","source":"lsy1600741531114","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>共处罚没款35.97亿元！7家电商平台涉“幽灵外卖”系列案被处罚</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共处罚没款35.97亿元！7家电商平台涉“幽灵外卖”系列案被处罚\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-17 16:01 北京时间 <a href=https://www.samr.gov.cn/xw/zj/art/2026/art_9714ee2bef9244819134ef4ffdd14017.html><strong>市场监管总局</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月17日，市场监管总局4月17日依法对上海寻梦信息技术有限公司（拼多多）、北京三快科技有限公司（美团）、北京京东叁佰陆拾度电子商务有限公司（京东）、上海拉扎斯信息科技有限公司（原饿了么，现淘宝闪购）、北京抖音科技有限公司（抖音）、浙江淘宝网络有限公司（淘宝）、浙江天猫网络有限公司（天猫）等7家电商平台“幽灵外卖”系列案，依据《中华人民共和国食品安全法》第一百三十一条、《中华人民共和国电子商务法》...</p>\n\n<a href=\"https://www.samr.gov.cn/xw/zj/art/2026/art_9714ee2bef9244819134ef4ffdd14017.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/9149ee38be553ca11bd01b0a72f4964e","relate_stocks":{"09618":"京东集团-SW","JD":"京东","09988":"阿里巴巴-W","BABA":"阿里巴巴","PDD":"拼多多","03690":"美团-W"},"source_url":"https://www.samr.gov.cn/xw/zj/art/2026/art_9714ee2bef9244819134ef4ffdd14017.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167699493","content_text":"4月17日，市场监管总局4月17日依法对上海寻梦信息技术有限公司（拼多多）、北京三快科技有限公司（美团）、北京京东叁佰陆拾度电子商务有限公司（京东）、上海拉扎斯信息科技有限公司（原饿了么，现淘宝闪购）、北京抖音科技有限公司（抖音）、浙江淘宝网络有限公司（淘宝）、浙江天猫网络有限公司（天猫）等7家电商平台“幽灵外卖”系列案，依据《中华人民共和国食品安全法》第一百三十一条、《中华人民共和国电子商务法》第八十三条的规定作出行政处罚决定，责令7家电商平台改正违法行为，暂停新增蛋糕店铺3至9个月不等，并处以罚没款共计35.97亿元。同时，依据《中华人民共和国食品安全法实施条例》第七十五条的规定，对7家平台企业法定代表人和食品安全总监合计处以罚款1968.74万元。经查，上述7家电商平台对入网食品经营者许可证审核把关不严，未依法履行资质审查义务；与转单平台签订合作协议，明知或应知转单行为侵害消费者合法权益，但未采取必要措施；7家电商平台法定代表人和食品安全总监，负有食品安全管理责任，但未全面履行有关岗位职责。上述行为严重违反《中华人民共和国食品安全法》《中华人民共和国电子商务法》《中华人民共和国食品安全法实施条例》有关规定。案件启动调查后，市场监管总局第一时间责成电商平台立行立改，7家电商平台均已下架未经审核的有关“幽灵店铺”，停止与相关转单平台的餐饮转单合作。","news_type":1,"symbols_score_info":{"09988":2,"PDD":2,"03690":2,"09618":2,"BABA":2,"JD":2}},"isVote":1,"tweetType":1,"viewCount":1019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537381994559008,"gmtCreate":1772217729897,"gmtModify":1772217732329,"author":{"id":"3458873772795444","authorId":"3458873772795444","name":"谋远","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458873772795444","authorIdStr":"3458873772795444"},"themes":[],"title":"","htmlText":"特斯拉越来越像风投了","listText":"特斯拉越来越像风投了","text":"特斯拉越来越像风投了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537381994559008","repostId":"1112954160","repostType":4,"repost":{"id":"1112954160","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":1772193299,"share":"https://www.laohu8.com/m/news/1112954160?lang=zh_CN&edition=full","pubTime":"2026-02-27 19:54","market":"us","language":"zh","title":"马斯克：特斯拉将在20年内上月球建厂，建议投资者长期持股","url":"https://stock-news.laohu8.com/highlight/detail?id=1112954160","media":"老虎资讯综合","summary":"更多属于战略层面的展望。","content":"<html><head></head><body><p>继提出xAI要在月球建造AI卫星工厂后，马斯克又称20年内特斯拉工厂也将现身月球。马斯克同时还提到，建议投资者长期持有特斯拉股票，因为公司“未来会非常有价值”。</p><p>需要指出的是，马斯克这一说法是在讨论企业长期愿景时提出，并未描述具体实施路线，更多属于战略层面的展望。</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>马斯克：特斯拉将在20年内上月球建厂，建议投资者长期持股</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马斯克：特斯拉将在20年内上月球建厂，建议投资者长期持股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-02-27 19:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>继提出xAI要在月球建造AI卫星工厂后，马斯克又称20年内特斯拉工厂也将现身月球。马斯克同时还提到，建议投资者长期持有特斯拉股票，因为公司“未来会非常有价值”。</p><p>需要指出的是，马斯克这一说法是在讨论企业长期愿景时提出，并未描述具体实施路线，更多属于战略层面的展望。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f6a2d85f5e8cd12b5acb8ead395b91e6","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112954160","content_text":"继提出xAI要在月球建造AI卫星工厂后，马斯克又称20年内特斯拉工厂也将现身月球。马斯克同时还提到，建议投资者长期持有特斯拉股票，因为公司“未来会非常有价值”。需要指出的是，马斯克这一说法是在讨论企业长期愿景时提出，并未描述具体实施路线，更多属于战略层面的展望。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":1625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497347775218112,"gmtCreate":1762446083125,"gmtModify":1762446085406,"author":{"id":"3458873772795444","authorId":"3458873772795444","name":"谋远","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458873772795444","authorIdStr":"3458873772795444"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497347775218112","repostId":"2581824064","repostType":2,"repost":{"id":"2581824064","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":1762428594,"share":"https://www.laohu8.com/m/news/2581824064?lang=zh_CN&edition=full","pubTime":"2025-11-06 19:29","market":"nz","language":"zh","title":"谷歌云的高增长才开始！大摩：保守算，明年增速也可能超过50%","url":"https://stock-news.laohu8.com/highlight/detail?id=2581824064","media":"华尔街见闻","summary":"大摩认为，通过对谷歌云收入结构的拆解，即“积压订单”和“即时需求”两部分业务的协同增长。即便在相对保守的假设下，谷歌云在2026年的营收增长率极有可能超过50%。云业务的持续超预期表现，将成为驱动公司估值倍数扩张和AI驱动下股价跑赢大盘的关键催化剂。","content":"<html><body><p>大摩认为，通过对<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>云收入结构的拆解，即便在相对保守的假设下，<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>云在2026年的营收增长率极有可能超过50%，这一预测比市场普遍预期高出约15%。</p>\n<p>据追风交易台消息，大摩在11月5日的报告中表示，市场的普遍共识可能严重低估了谷歌云（Google Cloud）的增长潜力。</p>\n<p>通过对谷歌云收入结构的拆解，即“积压订单”（Backlog）和“即时需求”（On-demand）两部分业务的协同增长。大摩认为，即便在相对保守的假设下，谷歌云在2026年的营收增长率极有可能超过50%。云业务的持续超预期表现，将成为驱动公司估值倍数扩张和AI驱动下股价跑赢大盘的关键催化剂。</p>\n<h2>通往50%增长之路</h2>\n<p>大摩将谷歌云的增长动力分解为两部分：已签约但尚未确认为收入的积压订单（Backlog），以及客户即时使用的非积压订单/即时需求（On-demand）。</p>\n<p>历史数据显示，积压订单一直占谷歌云收入的45-50%左右，其余部分由按需业务驱动。<strong>这意味着谷歌云的按需业务在2023年和2024年分别实现了29%和37%的同比增长，2025年至今增速约为25%。</strong></p>\n<p>大摩的敏感性分析表明，<strong>只要2026年净新增积压订单达到约500亿美元以上（远低于2025年预计的1060亿美元），同时按需业务保持15%以上增长，谷歌云收入增速就能突破50%。即便按需业务维持25%的同比增长，新增积压订单仅为200亿美元，也能实现50%以上的收入增速。</strong><strong><img src=\"https://wpimg-wscn.awtmt.com/7c33f563-1b60-4554-aa9b-96c958ec8a37.png\"/></strong></p>\n<p>具体来看，<strong>每额外增加200亿美元的2026年净积压订单增长，就能为谷歌云收入增速带来约340个基点的额外提升。</strong>同样，按需业务收入增速每提高10个百分点，就能为整体谷歌云收入增速贡献约5个百分点。</p>\n<p>大摩的分析显示，如果2026年实现50%以上的增长，谷歌云收入将比大摩当前预期高出4%以上，比市场一致预期高出15%以上。<strong>在最乐观情境下（新增积压订单1000亿美元，按需业务增长25%），2026年谷歌云收入增速可达64%。</strong></p>\n<h2>AI时代的战略价值</h2>\n<p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>强调，谷歌云增长的持续性将成为推动Alphabet估值倍数扩张和AI驱动超额表现的关键驱动力。</p>\n<p>从积压订单构成看，截至2025年第三季度，谷歌云季度末积压订单达1580亿美元，环比第二季度的1080亿美元大幅增加500亿美元，同比增长710亿美元。</p>\n<p>大摩预计第四季度积压订单将进一步增至1990亿美元，全年净新增1060亿美元。进入2026年，尽管新增速度预期放缓，但基数效应和持续的按需业务增长仍将支撑整体收入的强劲增长。</p>\n<p>这一分析凸显了谷歌云在AI时代的战略价值，以及Alphabet通过自研TPU芯片和Gemini模型构建的差异化竞争优势。对投资者而言，谷歌云业务的超预期增长潜力，是支撑Alphabet当前估值和未来上涨空间的重要基石。</p>\n<div>\n<div> </div>\n</div></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>谷歌云的高增长才开始！大摩：保守算，明年增速也可能超过50%</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谷歌云的高增长才开始！大摩：保守算，明年增速也可能超过50%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2025-11-06 19:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>大摩认为，通过对<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>云收入结构的拆解，即便在相对保守的假设下，<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>云在2026年的营收增长率极有可能超过50%，这一预测比市场普遍预期高出约15%。</p>\n<p>据追风交易台消息，大摩在11月5日的报告中表示，市场的普遍共识可能严重低估了谷歌云（Google Cloud）的增长潜力。</p>\n<p>通过对谷歌云收入结构的拆解，即“积压订单”（Backlog）和“即时需求”（On-demand）两部分业务的协同增长。大摩认为，即便在相对保守的假设下，谷歌云在2026年的营收增长率极有可能超过50%。云业务的持续超预期表现，将成为驱动公司估值倍数扩张和AI驱动下股价跑赢大盘的关键催化剂。</p>\n<h2>通往50%增长之路</h2>\n<p>大摩将谷歌云的增长动力分解为两部分：已签约但尚未确认为收入的积压订单（Backlog），以及客户即时使用的非积压订单/即时需求（On-demand）。</p>\n<p>历史数据显示，积压订单一直占谷歌云收入的45-50%左右，其余部分由按需业务驱动。<strong>这意味着谷歌云的按需业务在2023年和2024年分别实现了29%和37%的同比增长，2025年至今增速约为25%。</strong></p>\n<p>大摩的敏感性分析表明，<strong>只要2026年净新增积压订单达到约500亿美元以上（远低于2025年预计的1060亿美元），同时按需业务保持15%以上增长，谷歌云收入增速就能突破50%。即便按需业务维持25%的同比增长，新增积压订单仅为200亿美元，也能实现50%以上的收入增速。</strong><strong><img src=\"https://wpimg-wscn.awtmt.com/7c33f563-1b60-4554-aa9b-96c958ec8a37.png\"/></strong></p>\n<p>具体来看，<strong>每额外增加200亿美元的2026年净积压订单增长，就能为谷歌云收入增速带来约340个基点的额外提升。</strong>同样，按需业务收入增速每提高10个百分点，就能为整体谷歌云收入增速贡献约5个百分点。</p>\n<p>大摩的分析显示，如果2026年实现50%以上的增长，谷歌云收入将比大摩当前预期高出4%以上，比市场一致预期高出15%以上。<strong>在最乐观情境下（新增积压订单1000亿美元，按需业务增长25%），2026年谷歌云收入增速可达64%。</strong></p>\n<h2>AI时代的战略价值</h2>\n<p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>强调，谷歌云增长的持续性将成为推动Alphabet估值倍数扩张和AI驱动超额表现的关键驱动力。</p>\n<p>从积压订单构成看，截至2025年第三季度，谷歌云季度末积压订单达1580亿美元，环比第二季度的1080亿美元大幅增加500亿美元，同比增长710亿美元。</p>\n<p>大摩预计第四季度积压订单将进一步增至1990亿美元，全年净新增1060亿美元。进入2026年，尽管新增速度预期放缓，但基数效应和持续的按需业务增长仍将支撑整体收入的强劲增长。</p>\n<p>这一分析凸显了谷歌云在AI时代的战略价值，以及Alphabet通过自研TPU芯片和Gemini模型构建的差异化竞争优势。对投资者而言，谷歌云业务的超预期增长潜力，是支撑Alphabet当前估值和未来上涨空间的重要基石。</p>\n<div>\n<div> </div>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) 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(A)","LU0251142724.SGD":"Fidelity America A-SGD","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","USJW.SI":"ALPHAB 3xLongSG261006","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","GOOGL":"谷歌A","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","GOOG":"谷歌","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC"},"source_url":"https://wallstreetcn.com/articles/3758831","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2581824064","content_text":"大摩认为，通过对谷歌云收入结构的拆解，即便在相对保守的假设下，谷歌云在2026年的营收增长率极有可能超过50%，这一预测比市场普遍预期高出约15%。\n据追风交易台消息，大摩在11月5日的报告中表示，市场的普遍共识可能严重低估了谷歌云（Google Cloud）的增长潜力。\n通过对谷歌云收入结构的拆解，即“积压订单”（Backlog）和“即时需求”（On-demand）两部分业务的协同增长。大摩认为，即便在相对保守的假设下，谷歌云在2026年的营收增长率极有可能超过50%。云业务的持续超预期表现，将成为驱动公司估值倍数扩张和AI驱动下股价跑赢大盘的关键催化剂。\n通往50%增长之路\n大摩将谷歌云的增长动力分解为两部分：已签约但尚未确认为收入的积压订单（Backlog），以及客户即时使用的非积压订单/即时需求（On-demand）。\n历史数据显示，积压订单一直占谷歌云收入的45-50%左右，其余部分由按需业务驱动。这意味着谷歌云的按需业务在2023年和2024年分别实现了29%和37%的同比增长，2025年至今增速约为25%。\n大摩的敏感性分析表明，只要2026年净新增积压订单达到约500亿美元以上（远低于2025年预计的1060亿美元），同时按需业务保持15%以上增长，谷歌云收入增速就能突破50%。即便按需业务维持25%的同比增长，新增积压订单仅为200亿美元，也能实现50%以上的收入增速。\n具体来看，每额外增加200亿美元的2026年净积压订单增长，就能为谷歌云收入增速带来约340个基点的额外提升。同样，按需业务收入增速每提高10个百分点，就能为整体谷歌云收入增速贡献约5个百分点。\n大摩的分析显示，如果2026年实现50%以上的增长，谷歌云收入将比大摩当前预期高出4%以上，比市场一致预期高出15%以上。在最乐观情境下（新增积压订单1000亿美元，按需业务增长25%），2026年谷歌云收入增速可达64%。\nAI时代的战略价值\n摩根士丹利强调，谷歌云增长的持续性将成为推动Alphabet估值倍数扩张和AI驱动超额表现的关键驱动力。\n从积压订单构成看，截至2025年第三季度，谷歌云季度末积压订单达1580亿美元，环比第二季度的1080亿美元大幅增加500亿美元，同比增长710亿美元。\n大摩预计第四季度积压订单将进一步增至1990亿美元，全年净新增1060亿美元。进入2026年，尽管新增速度预期放缓，但基数效应和持续的按需业务增长仍将支撑整体收入的强劲增长。\n这一分析凸显了谷歌云在AI时代的战略价值，以及Alphabet通过自研TPU芯片和Gemini模型构建的差异化竞争优势。对投资者而言，谷歌云业务的超预期增长潜力，是支撑Alphabet当前估值和未来上涨空间的重要基石。","news_type":1,"symbols_score_info":{"GOOG":1.5,"GOOGL":1.5,"USJW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":2712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":475486475718680,"gmtCreate":1757089097939,"gmtModify":1757089099642,"author":{"id":"3458873772795444","authorId":"3458873772795444","name":"谋远","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458873772795444","authorIdStr":"3458873772795444"},"themes":[],"title":"","htmlText":"也不是你的工作，指三道四的","listText":"也不是你的工作，指三道四的","text":"也不是你的工作，指三道四的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/475486475718680","repostId":"1174967752","repostType":4,"repost":{"id":"1174967752","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":1757078645,"share":"https://www.laohu8.com/m/news/1174967752?lang=zh_CN&edition=full","pubTime":"2025-09-05 21:24","market":"us","language":"zh","title":"白宫经济顾问哈塞特：就业数据可能被上修近7万个","url":"https://stock-news.laohu8.com/highlight/detail?id=1174967752","media":"老虎资讯综合","summary":"白宫经济顾问哈塞特：对就业数据略有失望，必须审视一系列数据，就业数据可能被上修近7万个。目前交易员预计本月美联储可能降息50个基点","content":"<html><head></head><body><p>在非农就业报告发布后，白宫经济顾问哈塞特评论称，对就业数据略感失望，他强调，必须综合审视一系列数据。</p><p>他预计，就业报告后续将被上修，可能向上修正近7万个岗位。他认为，对美国的投资热潮将推高国民收入，而持续的薪资增长也有望抵消通胀压力。</p><p>他还指出，美国经济已做好应对关税的准备。谈及货币政策前景时，哈塞特表示，市场有充分理由对美联储的决策保持乐观。</p><p>Bokeh Capital Partners首席投资官金·福雷斯特认为，刚刚公布的疲弱数据给了美联储足够的降息空间。这其中有一些令人不安的趋势：工作岗位不足、总体数据不及预期以及U-6未充分就业人数的增加也令人不安。</p><p>看起来美联储可能会降息50个基点，而且看起来在接下来的三次会议中，美联储可能不得不降息以支持经济。</p><p>目前，交易员也预计本月美联储可能降息50个基点。</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>白宫经济顾问哈塞特：就业数据可能被上修近7万个</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白宫经济顾问哈塞特：就业数据可能被上修近7万个\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\">2025-09-05 21:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>在非农就业报告发布后，白宫经济顾问哈塞特评论称，对就业数据略感失望，他强调，必须综合审视一系列数据。</p><p>他预计，就业报告后续将被上修，可能向上修正近7万个岗位。他认为，对美国的投资热潮将推高国民收入，而持续的薪资增长也有望抵消通胀压力。</p><p>他还指出，美国经济已做好应对关税的准备。谈及货币政策前景时，哈塞特表示，市场有充分理由对美联储的决策保持乐观。</p><p>Bokeh Capital Partners首席投资官金·福雷斯特认为，刚刚公布的疲弱数据给了美联储足够的降息空间。这其中有一些令人不安的趋势：工作岗位不足、总体数据不及预期以及U-6未充分就业人数的增加也令人不安。</p><p>看起来美联储可能会降息50个基点，而且看起来在接下来的三次会议中，美联储可能不得不降息以支持经济。</p><p>目前，交易员也预计本月美联储可能降息50个基点。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7a333e60f09b7b3e09b914d4d15b1a58","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174967752","content_text":"在非农就业报告发布后，白宫经济顾问哈塞特评论称，对就业数据略感失望，他强调，必须综合审视一系列数据。他预计，就业报告后续将被上修，可能向上修正近7万个岗位。他认为，对美国的投资热潮将推高国民收入，而持续的薪资增长也有望抵消通胀压力。他还指出，美国经济已做好应对关税的准备。谈及货币政策前景时，哈塞特表示，市场有充分理由对美联储的决策保持乐观。Bokeh Capital Partners首席投资官金·福雷斯特认为，刚刚公布的疲弱数据给了美联储足够的降息空间。这其中有一些令人不安的趋势：工作岗位不足、总体数据不及预期以及U-6未充分就业人数的增加也令人不安。看起来美联储可能会降息50个基点，而且看起来在接下来的三次会议中，美联储可能不得不降息以支持经济。目前，交易员也预计本月美联储可能降息50个基点。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":475486359539848,"gmtCreate":1757088953653,"gmtModify":1757088955382,"author":{"id":"3458873772795444","authorId":"3458873772795444","name":"谋远","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458873772795444","authorIdStr":"3458873772795444"},"themes":[],"title":"","htmlText":"我也可以","listText":"我也可以","text":"我也可以","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/475486359539848","repostId":"1161465760","repostType":4,"repost":{"id":"1161465760","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":1757079860,"share":"https://www.laohu8.com/m/news/1161465760?lang=zh_CN&edition=full","pubTime":"2025-09-05 21:44","market":"us","language":"zh","title":"特斯拉直线拉升涨超4.5%，董事会提议为马斯克制定1万亿美元薪酬方案","url":"https://stock-news.laohu8.com/highlight/detail?id=1161465760","media":"老虎资讯综合","summary":"9月5日（周五），特斯拉直线拉升涨超4.5%，董事会提议为马斯克制定1万亿美元薪酬方案消息方面：特斯拉北京时间周五晚间公布了即将在11月股东大会上接受投票的提案文件。根据测算，如果马斯克能够拿满这份薪酬包，光是特斯拉股票就足以使他成为身家突破万亿美元的银河巨富。这还没算他在SpaceX、xAI等顶级科创公司里的权益。新的阶梯式薪酬方案将最多授予马斯克额外4.237亿股特斯拉股权。按照昨日收盘价计算，这些股票价值为1435亿美元。但拿到这些股票的大前提，是特斯拉市值必须达到一系列门槛。例如要拿满所有股票，公司市值需要达到8.5万亿美元，大概是目前的8倍，也是当下“全球股王”英伟达的两倍。","content":"<html><head></head><body><p>9月5日（周五），特斯拉直线拉升涨超4.5%，董事会提议为马斯克制定1万亿美元薪酬方案</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87e87d5fe2f403a0959440f629d7b0c3\" tg-width=\"250\" tg-height=\"85\"/></p><p>消息方面：</p><p>特斯拉北京时间周五晚间公布了即将在11月股东大会上接受投票的提案文件。根据测算，如果马斯克能够拿满这份薪酬包，光是特斯拉股票就足以使他成为身家突破万亿美元的银河巨富。这还没算他在SpaceX、xAI等顶级科创公司里的权益。新的阶梯式薪酬方案将最多授予马斯克额外4.237亿股特斯拉股权。按照昨日收盘价计算，这些股票价值为1435亿美元。但拿到这些股票的大前提，是特斯拉市值必须达到一系列门槛。例如要拿满所有股票，公司市值需要达到8.5万亿美元，大概是目前的8倍，也是当下“全球股王”英伟达的两倍。</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>特斯拉直线拉升涨超4.5%，董事会提议为马斯克制定1万亿美元薪酬方案</title>\n<style 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21:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月5日（周五），特斯拉直线拉升涨超4.5%，董事会提议为马斯克制定1万亿美元薪酬方案</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87e87d5fe2f403a0959440f629d7b0c3\" tg-width=\"250\" tg-height=\"85\"/></p><p>消息方面：</p><p>特斯拉北京时间周五晚间公布了即将在11月股东大会上接受投票的提案文件。根据测算，如果马斯克能够拿满这份薪酬包，光是特斯拉股票就足以使他成为身家突破万亿美元的银河巨富。这还没算他在SpaceX、xAI等顶级科创公司里的权益。新的阶梯式薪酬方案将最多授予马斯克额外4.237亿股特斯拉股权。按照昨日收盘价计算，这些股票价值为1435亿美元。但拿到这些股票的大前提，是特斯拉市值必须达到一系列门槛。例如要拿满所有股票，公司市值需要达到8.5万亿美元，大概是目前的8倍，也是当下“全球股王”英伟达的两倍。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161465760","content_text":"9月5日（周五），特斯拉直线拉升涨超4.5%，董事会提议为马斯克制定1万亿美元薪酬方案消息方面：特斯拉北京时间周五晚间公布了即将在11月股东大会上接受投票的提案文件。根据测算，如果马斯克能够拿满这份薪酬包，光是特斯拉股票就足以使他成为身家突破万亿美元的银河巨富。这还没算他在SpaceX、xAI等顶级科创公司里的权益。新的阶梯式薪酬方案将最多授予马斯克额外4.237亿股特斯拉股权。按照昨日收盘价计算，这些股票价值为1435亿美元。但拿到这些股票的大前提，是特斯拉市值必须达到一系列门槛。例如要拿满所有股票，公司市值需要达到8.5万亿美元，大概是目前的8倍，也是当下“全球股王”英伟达的两倍。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":3426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}