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IP属地：福建
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ming26
ming26
·
07-16
$Calix Networks(CALX)$
真弱
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ming26
ming26
·
07-16
历史都是一样的，普通人就不要加杠杆了，死得惨
32万个账户归零之后——韩国去杠杆走到哪了？
去杠杆的进度条大概在30%到40%。真正的脆弱不在已经爆掉的仓位上，而在那些份额没动、弹药却已经见底的账户里。下一个关键节点将是SK海力士Q2完整财报和下半年指引。如果基本面也出现明确转向信号，杠杆出清和估值下修会同时加速。那才是真正难熬的一段。
32万个账户归零之后——韩国去杠杆走到哪了？
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ming26
ming26
·
04-29
真能抄。换个名字不行嘛，已经有github copilot了
腾讯ima发布知识Agent“copilot”
新浪科技讯 4月29日上午消息，腾讯ima正式推出知识Agent——copilot，支持用户创建专属Agent。用户浏览网页、文件、知识库或笔记时，copilot还可感知当前内容，持续伴随，无需额外上传文件，直接基于当前内容完成理解与处理。copilot已在Mac、Windows、iOS、安卓、鸿蒙上线，为了保障体验，copilot功能采取申请制，将根据申请顺序陆续通过。
腾讯ima发布知识Agent“copilot”
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ming26
ming26
·
02-18
感觉没啥用
腾讯：元宝DAU超5000万，MAU达1.14亿
2月18日， $腾讯控股(00700)$正式宣布，元宝日活跃用户（DAU）超5000万，月活跃用户（MAU）已达1.14亿。此前一天，腾讯发布的元宝分10亿现金红包活动报告显示，元宝春节主会场累计抽奖次数超36亿次，用户通过「创作」栏完成AI任务超10亿次。（腾讯科技）
腾讯：元宝DAU超5000万，MAU达1.14亿
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ming26
ming26
·
02-03
$中芯国际(00981)$
太烂了，选择太重要了，没选华虹。选了这个垃圾
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ming26
ming26
·
2025-12-23
$美元/离岸人民币(USDCNH.FOREX)$
不是吧，美股赚的都被汇率磨平了
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ming26
ming26
·
2025-12-12
奇葩
何小鹏“亮剑”马斯克，若失败，负责人将在金门大桥“裸跑”
放话与特斯拉一争高下。
何小鹏“亮剑”马斯克，若失败，负责人将在金门大桥“裸跑”
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ming26
ming26
·
2025-11-28
$美元/离岸人民币(USDCNH.FOREX)$
咋回事
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ming26
ming26
·
2025-11-25
$阿里巴巴(BABA)$
啥玩意
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ming26
ming26
·
2025-11-13
这脸蹭的
中兴通讯：参股0.2334%的深创投持股摩尔线程1.2246%
证券之星消息，中兴通讯(000063)11月13日在投资者关系平台上答复投资者关心的问题。投资者提问：请问中兴通讯旗下的创投公司是否投资摩尔线程？持股比例是多少中兴通讯回复：您好，感谢您的关注。公司参股0.2334%的深圳市创新投资集团有限公司（简称“深创投”）有投资摩尔线程，根据摩尔线程披露的《首次公开发行股票并在科创板上市招股说明书》，深创投对摩尔线程的持股比例为1.2246%。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。
中兴通讯：参股0.2334%的深创投持股摩尔线程1.2246%
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href=\"https://laohu8.com/S/CALX\">$Calix Networks(CALX)$ </a> 真弱","listText":"<a href=\"https://laohu8.com/S/CALX\">$Calix Networks(CALX)$ </a> 真弱","text":"$Calix Networks(CALX)$ 真弱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586475366966336","isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586436068770840,"gmtCreate":1784204304158,"gmtModify":1784204306623,"author":{"id":"3492908061027932","authorId":"3492908061027932","name":"ming26","avatar":"https://static.tigerbbs.com/5f28a680c1b620dc382f3a9d61560073","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492908061027932","idStr":"3492908061027932"},"themes":[],"title":"","htmlText":"历史都是一样的，普通人就不要加杠杆了，死得惨","listText":"历史都是一样的，普通人就不要加杠杆了，死得惨","text":"历史都是一样的，普通人就不要加杠杆了，死得惨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586436068770840","repostId":"1158470736","repostType":2,"repost":{"id":"1158470736","kind":"news","pubTimestamp":1784199107,"share":"https://www.laohu8.com/m/news/1158470736?lang=zh_CN&edition=full","pubTime":"2026-07-16 18:51","market":"hk","language":"zh","title":"32万个账户归零之后——韩国去杠杆走到哪了？","url":"https://stock-news.laohu8.com/highlight/detail?id=1158470736","media":"华尔街见闻","summary":"去杠杆的进度条大概在30%到40%。真正的脆弱不在已经爆掉的仓位上，而在那些份额没动、弹药却已经见底的账户里。下一个关键节点将是SK海力士Q2完整财报和下半年指引。如果基本面也出现明确转向信号，杠杆出清和估值下修会同时加速。那才是真正难熬的一段。","content":"<html><head></head><body><p style=\"text-align: left;\">"我后悔没有拼尽全力阻止。"</p><p style=\"text-align: justify;\"><span>7月13日KOSPI暴跌近9%之后，韩国金融监督院院长李灿镇说出了这句话。三个交易日后，由FSC、财政部、央行、FSS组成的F4协调机制拿出了答案。</span></p><p style=\"text-align: justify;\"><span>7月16日，一揽子杠杆ETF管控措施落地：暂停新上市、保证金从1000万提至3000万韩元、限购20股、禁止广告。</span></p><p style=\"text-align: justify;\"><span>同一天上午，韩国央行宣布加息25个基点至2.75%，三年半来首次紧缩。</span></p><p style=\"text-align: justify;\"><span>救市和紧缩在同一个上午发布。当天KOSPI跌6.37%，SK海力士跌11.53%。</span></p><p style=\"text-align: justify;\">李灿镇那句"后悔没有尽全力阻止"，与其说是忏悔，不如说是预告——两个月前自己放出来的杠杆猛兽，没那么容易关回去。</p><h2 style=\"text-align: left; padding-left: 10px;\"><span><strong>32万个账户归零之后，监管终于来了</strong></span></h2><p style=\"text-align: justify;\"><span>5月27日，韩国一口气推出16只挂钩三星和SK海力士的2倍杠杆ETF。韩国股市今年是全球表现最亮眼的市场，监管的逻辑简单粗暴——让老百姓加杠杆，共享AI国运。两个月内，散户在这批产品上净买入13.67万亿韩元。</span></p><p style=\"text-align: justify;\"><span>6月22日，KOSPI创下历史新高，年内涨了116%。</span></p><p style=\"text-align: justify;\"><span>然后，杠杆开始反向运转了。</span></p><p style=\"text-align: justify;\"><span>7月13日，KOSPI暴跌8.95%，SK海力士跌15.37%——这家存储巨头的历史最大单日跌幅。三星跌10.7%。当天全市场强制平仓3442亿韩元，创年内纪录。</span></p><p style=\"text-align: justify;\"><span>7月14日，FSC主席李亿源公开表态："后悔没有尽全力阻止。"财政部、FSC、央行、FSS组成的F4协调机制正式介入，要求各资管公司提交波动抑制方案。</span></p><p style=\"text-align: justify;\"><span>7月15日，总统李在明亲自点名三星和SK海力士的杠杆ETF，要求"迅速妥善制定对策"。KOSPI当天反弹6.24%——有人赌政策底到了。</span></p><p style=\"text-align: justify;\"><span>7月16日，答案来了。六条措施：</span></p><blockquote><p style=\"text-align: justify;\"><span>暂停新的单一股票杠杆ETF上市</span></p><p style=\"text-align: justify;\"><span>最低保证金从1000万提至3000万韩元，仅认现金（8月5日起）</span></p><p style=\"text-align: justify;\"><span>最小交易单位从1股改为20股（11月起）</span></p><p style=\"text-align: justify;\"><span>追踪偏离度管理从3%收紧至2%</span></p><p style=\"text-align: justify;\"><span>投资者培训从2小时延至3小时</span></p><p style=\"text-align: justify;\"><span>禁止现有产品投放广告</span></p></blockquote><p style=\"text-align: justify;\"><strong>这些措施全部指向一个方向：提高门槛、降低成交、切断营销。但没有一条触及存量。</strong></p><p style=\"text-align: justify;\"><span>FSC拒绝暂停现有产品的交易。李亿源说那会"造成更大的副作用"。</span></p><p style=\"text-align: justify;\"><strong>翻译过来很简单：产品有问题，但不打算关掉。历史有参照——2023年CFD整顿用了几个月，ELS收紧花了一两年。杠杆ETF的体量更大，选的还是老路。</strong></p><h2 style=\"text-align: left; padding-left: 10px;\"><span><strong>第一道坎：融资余额还有至少7万亿要还</strong></span></h2><p style=\"text-align: justify;\"><span>韩国股市融资余额1月时是27.4万亿韩元。6月24日KOSPI见顶，飙到38.6万亿。到7月14日，回落至34.7万亿——从峰值降了3.9万亿。</span></p><p style=\"text-align: justify;\"><span>3.9万亿听着不少。但回到1月的正常水位，至少还有7万亿要消化。而且这3.9万亿里，多少是主动卸杠杆、多少只是持仓市值蒸发导致的被动收缩，没人分得清。</span></p><p style=\"text-align: justify;\"><span>强制平仓的速度没有放缓。在加速。</span></p><p style=\"text-align: justify;\"><span>3月：5508亿韩元。5月：7077亿。6月：1.12万亿。7月前14天：4736亿——照这个节奏，全月破1.3万亿。5月至7月14日累计强平2.3万亿韩元（约104亿人民币）。</span></p><p style=\"text-align: justify;\"><strong>这个正反馈还没有被打破</strong><span><strong>：</strong>账户亏损 → 保证金不足 → 券商强平 → 价格再跌 → 更多账户触发追保 → 新一轮强平。韩国的机制是——结算资金若不足，券商可在3个交易日后直接以低价处理持仓，散户没有还手之力。</span></p><p style=\"text-align: justify;\"><strong>融资余额能不能降，取决于两件事。股价稳不稳住。散户还有没有钱补仓。</strong></p><h2 style=\"text-align: left; padding-left: 10px;\"><span><strong>第二道坎：杠杆ETF净值腰斩，但没人在赎回</strong></span></h2><p style=\"text-align: justify;\"><span>16只杠杆ETF才是本轮风暴最特殊的地方。</span></p><p style=\"text-align: justify;\"><span>高盛在7月14日报告里讲得很直白：此轮下跌"与基本面驱动因素出现明显脱节"，真正的元凶是杠杆ETF遭遇快速去杠杆，触发了"自我强化的连锁清算"。</span></p><p style=\"text-align: justify;\"><span>机制本身不复杂。2倍杠杆ETF每天收盘前必须再平衡——涨了加仓，跌了减仓。韩国资本市场研究院估算，<strong>自5月上市以来，这批ETF每日再平衡交易在7000亿至2.1万亿韩元，全部压在收盘时段。</strong></span></p><p style=\"text-align: justify;\"><span>所以市场里出现了产品结构自己制造的"空头伽马"：<strong>下跌触发被动减仓，被动减仓加剧下跌，再触发更多被动减仓。</strong></span></p><p style=\"text-align: justify;\"><span>到7月15日，16只杠杆ETF资产规模约12.4万亿韩元，较6月25日高点腰斩超过五成。</span><strong>这个腰斩几乎全部来自净值缩水，而非份额赎回。</strong><span> 华泰证券李雨婕指出，产品份额端"仅是扩张速度减慢，并没有出现份额的大幅回落"。</span></p><p style=\"text-align: justify;\"><span>份额不动，意味着杠杆的结构性底盘还在。净值跌了、绝对规模小了、再平衡的边际冲击在递减——但持仓没有真正出清。只要产品还在，算法还在每天调仓，去杠杆就只是减速，不是结束。</span></p><p style=\"text-align: justify;\"><span>散户自己的行为也印证这一点。KODEX SK海力士杠杆ETF，上市以来散户净买入4.73万亿韩元。SK海力士自6月25日高点跌了28.62%，期间散户仍在净买入1.55万亿。直到7月14、15日才出现两日净卖出，合计4744亿韩元。跟4.73万亿的累计买入比，这点卖盘微不足道。</span></p><p style=\"text-align: justify;\"><span>他们没想卖。是被迫在卖。而且才刚开始。</span></p><h2 style=\"text-align: left; padding-left: 10px;\"><span><strong>第三道坎：弹药已经见底了</strong></span></h2><p style=\"text-align: justify;\"><span>韩国金融投资协会数据显示，截至7月10日，散户证券账户的待命资金降至105万亿韩元。6月初是139.69万亿——一个月少了34万亿，约1550亿人民币。</span></p><p style=\"text-align: justify;\"><span>钱去哪了？一部分跌没了，一部分补仓用掉了。不管哪种，结果一样：弹药库在快速见底。</span></p><p style=\"text-align: justify;\"><span>这件事比融资余额下降更麻烦。融资余额降了至少说明杠杆在出清。弹药空了意味着什么？下一轮暴跌，散户连追保的钱都拿不出。强平会比上一轮来得更快、砸得更深。</span></p><p style=\"text-align: justify;\"><span>韩国保证金比例最低40%，最高杠杆2.5倍。三星和SK海力士约45%的保证金比例，正股跌17.5%就触发追保。没钱补，券商直接平仓。</span></p><p style=\"text-align: justify;\"><span>招商证券李昊阳给了一组对比：韩国初始保证金最低40%，美国50%，中国100%。波动承受力天然不在一个量级。120万个杠杆账户同时触及追保线的时候，已经不是个体爆仓——是系统在清盘。</span></p><p style=\"text-align: justify;\"><span>已有32万至46万个账户被全额强平，本金归零。有的甚至倒欠券商钱。</span></p><p style=\"text-align: justify;\"><span>7月13日单日强平3442亿韩元，年内最高。今天KOSPI又跌6.37%。明天公布的数据会是多少，没人猜得到。</span></p><h2 style=\"text-align: left; padding-left: 10px;\"><span><strong>为什么这一次的进度条会更长</strong></span></h2><p style=\"text-align: justify;\"><span>韩国不是第一次被散户杠杆反噬。但这轮有三件事和之前不一样。</span></p><p style=\"text-align: justify;\"><span>杠杆工具的结构变了。2023年CFD危机是合约层加杠杆，后来的ELS危机是结构化产品。单股2倍杠杆ETF不一样——它的再平衡机制是算法驱动的，每天必做，不可协商。没人能拍板说"今天不调了"。产品在交易，调仓就在发生。</span></p><p style=\"text-align: justify;\"><span>估值锚在动摇。以前纯杠杆踩踏时，底层资产的基本面通常是清楚的，只是杠杆放大了波动。这一轮不同。SK海力士Q2利润可能低于预期的消息在发酵。纽约州7月14日签署了全美首个数据中心建设禁令，禁止50兆瓦以上项目一年。AI云服务商CoreWeave正在探索用看跌期权对冲存储芯片价格下跌风险。巴菲特7月15日接受CNBC专访，说股市已经沦为"附带赌场的教堂"。存储芯片的周期性正从担忧变成数据。杠杆产品叠加上基本面转向，伤害是乘法，不是加法。</span></p><p style=\"text-align: justify;\"><span>韩国央行在今天加息了。三年半来首次，从2.50%到2.75%。FSC在给市场打补丁，央行在收紧流动性——两道力方向相反。加息直接压科技股估值，同时抬高融资成本。在去杠杆走到一半的时候加息，等于一边输血，一边又开了口子。</span></p><p style=\"text-align: justify;\"><span>也不是没有正面因素。杠杆ETF规模已腰斩，尾盘再平衡对市场的冲击在变小。韩元加息后走强，收于1480.4，升4.3韩元，韩美利差收窄，外资流出压力有所缓解。</span></p><p style=\"text-align: justify;\"><span>但这些是减震，不是转向。</span></p><h2 style=\"text-align: left; padding-left: 10px;\"><span><strong>三个信号，判断去杠杆是不是真的结束了</strong></span></h2><p style=\"text-align: justify;\"><span>融资余额稳定在30万亿以下，且不是因为持仓缩水被动降下来的。当前34.7万亿到27至30万亿的正常区间，至少还有5到7万亿的距离。健康的去杠杆是融资买入量萎缩，不是强平量飙升——现在恰恰相反。</span></p><p style=\"text-align: justify;\"><span>杠杆ETF份额开始实质性赎回。净值跌一半没关系，份额缩了才是真出清。盯着韩国交易所每日公布的ETF份额，比盯着KOSPI有用。</span></p><p style=\"text-align: justify;\"><span>待命资金止跌，且散户亏损面开始收窄。105万亿如果继续往下走，下一次波动的缓冲垫比这一轮还薄。现在"热门50股里73%散户亏钱、25只亏损率超80%"，这种局面不变，散户的心理账户不会允许新钱入场。</span></p><p style=\"text-align: justify;\"><span>有人总结得干脆："融资余额下降的同时，强制平仓金额持续回落、投资者账户资金趋于稳定——三个条件同时满足，才算风险出清。"目前一个都没到。</span></p><h2 style=\"text-align: left; padding-left: 10px;\"><span><strong>资产影响落点</strong></span></h2><p style=\"text-align: justify;\"><span>SK海力士是最纯粹的去杠杆温度计。散户和杠杆ETF持仓最集中，波动也最剧烈。今天跌11.53%到184.2万韩元，ADR在美股跌9%到176.46美元。去杠杆往前走一步，它最先承压；退一步，也最先弹起来。</span></p><p style=\"text-align: justify;\"><span>三星电子烈度略低，但体量摆在那。今天跌8.77%到25.5万韩元。KOSPI第一权重一动，整个市场的杠杆率和追保触发跟着动。</span></p><p style=\"text-align: justify;\"><span>存储链的传导不需要拐弯：韩股去杠杆 → SK海力士ADR被抛 → 美光和西部数据跟跌。这轮5到7月的全球芯片股联动已经跑通了整条路径。韩国去杠杆不是孤立事件——它是全球AI交易里最薄的那块板。</span></p><p style=\"text-align: justify;\"><span>KOSPI波动率指数从去年12月涨了281.8%。去杠杆没走完之前，这个数字降不下来。</span></p><p style=\"text-align: justify;\"><span>韩元是个意外。央行在市场暴跌日加息，短期压住了股市，但锁住了利差——韩元今天升值了。只要守在1500以下，外资流出压力就有缓解的可能。这是去杠杆过程中少有的正面推手。</span></p><p style=\"text-align: justify;\"><span>各项数据指向同一个结论：<strong>去杠杆的进度条大概在30%到40%。真正的脆弱不在已经爆掉的仓位上，在那些份额没动、弹药却已经见底的账户里。下一根阴线来的时候，没有缓冲垫。</strong></span></p><p style=\"text-align: justify;\"><span>下一个关键节点：SK海力士Q2完整财报和下半年指引。如果基本面也出现明确转向信号，杠杆出清和估值下修会同时加速。那才是真正难熬的一段。</span></p></body></html>","source":"lsy1762389672944","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>32万个账户归零之后——韩国去杠杆走到哪了？</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\">\n32万个账户归零之后——韩国去杠杆走到哪了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-16 18:51 北京时间 <a href=https://wallstreetcn.com/articles/3777115><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>\"我后悔没有拼尽全力阻止。\"7月13日KOSPI暴跌近9%之后，韩国金融监督院院长李灿镇说出了这句话。三个交易日后，由FSC、财政部、央行、FSS组成的F4协调机制拿出了答案。7月16日，一揽子杠杆ETF管控措施落地：暂停新上市、保证金从1000万提至3000万韩元、限购20股、禁止广告。同一天上午，韩国央行宣布加息25个基点至2.75%，三年半来首次紧缩。救市和紧缩在同一个上午发布。当天...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3777115\">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/493f6c627943328e024aa790abf4c4cf","relate_stocks":{"SKM":"韩国SK电信","HYNX":"2倍做多海力士ETF-T-REX","SKHZ":"1倍做空海力士ETF-Leverage Shares","SKUU":"2倍做多海力士ETF-GraniteShares","SHG":"新韩金融","KEP":"韩国电力","KORU":"3倍做多韩国ETF-Direxion","LPL":"LG Display Co ADS","PKX":"浦项钢铁","DDI":"DoubleDown Interactive","MKOR":"Matthews Korea Active ETF","GRVY":"重力社","SKHU":"2倍做多海力士-ProShares","07709":"南方两倍做多海力士","CPNG":"Coupang, Inc.","SK":"2倍做多海力士ETF-Corgi","KPOP":"KPOP AND KOREAN ENTERTAINMENT ETF","SKHX":"2倍做多海力士ETF-Leverage Shares","07747":"南方两倍做多三星电子","KDEF":"PLUS Korea Defense Industry Index ETF","KF":"韩国基金","SKHY":"SK海力士","EWY":"韩国ETF-iShares MSCI","SKDD":"2倍做空海力士ETF-GraniteShares","FLKR":"Franklin FTSE South Korea ETF","KT":"韩国电信","KB":"韩国国民银行"},"source_url":"https://wallstreetcn.com/articles/3777115","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158470736","content_text":"\"我后悔没有拼尽全力阻止。\"7月13日KOSPI暴跌近9%之后，韩国金融监督院院长李灿镇说出了这句话。三个交易日后，由FSC、财政部、央行、FSS组成的F4协调机制拿出了答案。7月16日，一揽子杠杆ETF管控措施落地：暂停新上市、保证金从1000万提至3000万韩元、限购20股、禁止广告。同一天上午，韩国央行宣布加息25个基点至2.75%，三年半来首次紧缩。救市和紧缩在同一个上午发布。当天KOSPI跌6.37%，SK海力士跌11.53%。李灿镇那句\"后悔没有尽全力阻止\"，与其说是忏悔，不如说是预告——两个月前自己放出来的杠杆猛兽，没那么容易关回去。32万个账户归零之后，监管终于来了5月27日，韩国一口气推出16只挂钩三星和SK海力士的2倍杠杆ETF。韩国股市今年是全球表现最亮眼的市场，监管的逻辑简单粗暴——让老百姓加杠杆，共享AI国运。两个月内，散户在这批产品上净买入13.67万亿韩元。6月22日，KOSPI创下历史新高，年内涨了116%。然后，杠杆开始反向运转了。7月13日，KOSPI暴跌8.95%，SK海力士跌15.37%——这家存储巨头的历史最大单日跌幅。三星跌10.7%。当天全市场强制平仓3442亿韩元，创年内纪录。7月14日，FSC主席李亿源公开表态：\"后悔没有尽全力阻止。\"财政部、FSC、央行、FSS组成的F4协调机制正式介入，要求各资管公司提交波动抑制方案。7月15日，总统李在明亲自点名三星和SK海力士的杠杆ETF，要求\"迅速妥善制定对策\"。KOSPI当天反弹6.24%——有人赌政策底到了。7月16日，答案来了。六条措施：暂停新的单一股票杠杆ETF上市最低保证金从1000万提至3000万韩元，仅认现金（8月5日起）最小交易单位从1股改为20股（11月起）追踪偏离度管理从3%收紧至2%投资者培训从2小时延至3小时禁止现有产品投放广告这些措施全部指向一个方向：提高门槛、降低成交、切断营销。但没有一条触及存量。FSC拒绝暂停现有产品的交易。李亿源说那会\"造成更大的副作用\"。翻译过来很简单：产品有问题，但不打算关掉。历史有参照——2023年CFD整顿用了几个月，ELS收紧花了一两年。杠杆ETF的体量更大，选的还是老路。第一道坎：融资余额还有至少7万亿要还韩国股市融资余额1月时是27.4万亿韩元。6月24日KOSPI见顶，飙到38.6万亿。到7月14日，回落至34.7万亿——从峰值降了3.9万亿。3.9万亿听着不少。但回到1月的正常水位，至少还有7万亿要消化。而且这3.9万亿里，多少是主动卸杠杆、多少只是持仓市值蒸发导致的被动收缩，没人分得清。强制平仓的速度没有放缓。在加速。3月：5508亿韩元。5月：7077亿。6月：1.12万亿。7月前14天：4736亿——照这个节奏，全月破1.3万亿。5月至7月14日累计强平2.3万亿韩元（约104亿人民币）。这个正反馈还没有被打破：账户亏损 → 保证金不足 → 券商强平 → 价格再跌 → 更多账户触发追保 → 新一轮强平。韩国的机制是——结算资金若不足，券商可在3个交易日后直接以低价处理持仓，散户没有还手之力。融资余额能不能降，取决于两件事。股价稳不稳住。散户还有没有钱补仓。第二道坎：杠杆ETF净值腰斩，但没人在赎回16只杠杆ETF才是本轮风暴最特殊的地方。高盛在7月14日报告里讲得很直白：此轮下跌\"与基本面驱动因素出现明显脱节\"，真正的元凶是杠杆ETF遭遇快速去杠杆，触发了\"自我强化的连锁清算\"。机制本身不复杂。2倍杠杆ETF每天收盘前必须再平衡——涨了加仓，跌了减仓。韩国资本市场研究院估算，自5月上市以来，这批ETF每日再平衡交易在7000亿至2.1万亿韩元，全部压在收盘时段。所以市场里出现了产品结构自己制造的\"空头伽马\"：下跌触发被动减仓，被动减仓加剧下跌，再触发更多被动减仓。到7月15日，16只杠杆ETF资产规模约12.4万亿韩元，较6月25日高点腰斩超过五成。这个腰斩几乎全部来自净值缩水，而非份额赎回。 华泰证券李雨婕指出，产品份额端\"仅是扩张速度减慢，并没有出现份额的大幅回落\"。份额不动，意味着杠杆的结构性底盘还在。净值跌了、绝对规模小了、再平衡的边际冲击在递减——但持仓没有真正出清。只要产品还在，算法还在每天调仓，去杠杆就只是减速，不是结束。散户自己的行为也印证这一点。KODEX SK海力士杠杆ETF，上市以来散户净买入4.73万亿韩元。SK海力士自6月25日高点跌了28.62%，期间散户仍在净买入1.55万亿。直到7月14、15日才出现两日净卖出，合计4744亿韩元。跟4.73万亿的累计买入比，这点卖盘微不足道。他们没想卖。是被迫在卖。而且才刚开始。第三道坎：弹药已经见底了韩国金融投资协会数据显示，截至7月10日，散户证券账户的待命资金降至105万亿韩元。6月初是139.69万亿——一个月少了34万亿，约1550亿人民币。钱去哪了？一部分跌没了，一部分补仓用掉了。不管哪种，结果一样：弹药库在快速见底。这件事比融资余额下降更麻烦。融资余额降了至少说明杠杆在出清。弹药空了意味着什么？下一轮暴跌，散户连追保的钱都拿不出。强平会比上一轮来得更快、砸得更深。韩国保证金比例最低40%，最高杠杆2.5倍。三星和SK海力士约45%的保证金比例，正股跌17.5%就触发追保。没钱补，券商直接平仓。招商证券李昊阳给了一组对比：韩国初始保证金最低40%，美国50%，中国100%。波动承受力天然不在一个量级。120万个杠杆账户同时触及追保线的时候，已经不是个体爆仓——是系统在清盘。已有32万至46万个账户被全额强平，本金归零。有的甚至倒欠券商钱。7月13日单日强平3442亿韩元，年内最高。今天KOSPI又跌6.37%。明天公布的数据会是多少，没人猜得到。为什么这一次的进度条会更长韩国不是第一次被散户杠杆反噬。但这轮有三件事和之前不一样。杠杆工具的结构变了。2023年CFD危机是合约层加杠杆，后来的ELS危机是结构化产品。单股2倍杠杆ETF不一样——它的再平衡机制是算法驱动的，每天必做，不可协商。没人能拍板说\"今天不调了\"。产品在交易，调仓就在发生。估值锚在动摇。以前纯杠杆踩踏时，底层资产的基本面通常是清楚的，只是杠杆放大了波动。这一轮不同。SK海力士Q2利润可能低于预期的消息在发酵。纽约州7月14日签署了全美首个数据中心建设禁令，禁止50兆瓦以上项目一年。AI云服务商CoreWeave正在探索用看跌期权对冲存储芯片价格下跌风险。巴菲特7月15日接受CNBC专访，说股市已经沦为\"附带赌场的教堂\"。存储芯片的周期性正从担忧变成数据。杠杆产品叠加上基本面转向，伤害是乘法，不是加法。韩国央行在今天加息了。三年半来首次，从2.50%到2.75%。FSC在给市场打补丁，央行在收紧流动性——两道力方向相反。加息直接压科技股估值，同时抬高融资成本。在去杠杆走到一半的时候加息，等于一边输血，一边又开了口子。也不是没有正面因素。杠杆ETF规模已腰斩，尾盘再平衡对市场的冲击在变小。韩元加息后走强，收于1480.4，升4.3韩元，韩美利差收窄，外资流出压力有所缓解。但这些是减震，不是转向。三个信号，判断去杠杆是不是真的结束了融资余额稳定在30万亿以下，且不是因为持仓缩水被动降下来的。当前34.7万亿到27至30万亿的正常区间，至少还有5到7万亿的距离。健康的去杠杆是融资买入量萎缩，不是强平量飙升——现在恰恰相反。杠杆ETF份额开始实质性赎回。净值跌一半没关系，份额缩了才是真出清。盯着韩国交易所每日公布的ETF份额，比盯着KOSPI有用。待命资金止跌，且散户亏损面开始收窄。105万亿如果继续往下走，下一次波动的缓冲垫比这一轮还薄。现在\"热门50股里73%散户亏钱、25只亏损率超80%\"，这种局面不变，散户的心理账户不会允许新钱入场。有人总结得干脆：\"融资余额下降的同时，强制平仓金额持续回落、投资者账户资金趋于稳定——三个条件同时满足，才算风险出清。\"目前一个都没到。资产影响落点SK海力士是最纯粹的去杠杆温度计。散户和杠杆ETF持仓最集中，波动也最剧烈。今天跌11.53%到184.2万韩元，ADR在美股跌9%到176.46美元。去杠杆往前走一步，它最先承压；退一步，也最先弹起来。三星电子烈度略低，但体量摆在那。今天跌8.77%到25.5万韩元。KOSPI第一权重一动，整个市场的杠杆率和追保触发跟着动。存储链的传导不需要拐弯：韩股去杠杆 → SK海力士ADR被抛 → 美光和西部数据跟跌。这轮5到7月的全球芯片股联动已经跑通了整条路径。韩国去杠杆不是孤立事件——它是全球AI交易里最薄的那块板。KOSPI波动率指数从去年12月涨了281.8%。去杠杆没走完之前，这个数字降不下来。韩元是个意外。央行在市场暴跌日加息，短期压住了股市，但锁住了利差——韩元今天升值了。只要守在1500以下，外资流出压力就有缓解的可能。这是去杠杆过程中少有的正面推手。各项数据指向同一个结论：去杠杆的进度条大概在30%到40%。真正的脆弱不在已经爆掉的仓位上，在那些份额没动、弹药却已经见底的账户里。下一根阴线来的时候，没有缓冲垫。下一个关键节点：SK海力士Q2完整财报和下半年指引。如果基本面也出现明确转向信号，杠杆出清和估值下修会同时加速。那才是真正难熬的一段。","news_type":1,"symbols_score_info":{"SHG":2,"GRVY":2,"CPNG":2,"07747":2,"KORU":2,"EWY":2,"FLKR":2,"SK":0.6,"DDI":2,"KT":2,"SKM":2,"HYNX":0.6,"KPOP":2,"SKHZ":0.6,"SKDD":0.6,"KDEF":2,"LPL":2,"KB":2,"KF":2,"SKUU":0.6,"MKOR":2,"SKHU":0.6,"PKX":2,"KEP":2,"SKHX":0.6,"SKHY":2,"07709":2}},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558830335738520,"gmtCreate":1777464884560,"gmtModify":1777464886913,"author":{"id":"3492908061027932","authorId":"3492908061027932","name":"ming26","avatar":"https://static.tigerbbs.com/5f28a680c1b620dc382f3a9d61560073","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492908061027932","idStr":"3492908061027932"},"themes":[],"title":"","htmlText":"真能抄。换个名字不行嘛，已经有github copilot了","listText":"真能抄。换个名字不行嘛，已经有github copilot了","text":"真能抄。换个名字不行嘛，已经有github copilot了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558830335738520","repostId":"2631554616","repostType":2,"repost":{"id":"2631554616","kind":"news","pubTimestamp":1777431960,"share":"https://www.laohu8.com/m/news/2631554616?lang=zh_CN&edition=full","pubTime":"2026-04-29 11:06","market":"hk","language":"zh","title":"腾讯ima发布知识Agent“copilot”","url":"https://stock-news.laohu8.com/highlight/detail?id=2631554616","media":"新浪科技","summary":"新浪科技讯 4月29日上午消息，腾讯ima正式推出知识Agent——copilot，支持用户创建专属Agent。用户浏览网页、文件、知识库或笔记时，copilot还可感知当前内容，持续伴随，无需额外上传文件，直接基于当前内容完成理解与处理。copilot已在Mac、Windows、iOS、安卓、鸿蒙上线，为了保障体验，copilot功能采取申请制，将根据申请顺序陆续通过。","content":"<html><body><div>\n<p> 新浪科技讯 4月29日上午消息，<a href=\"https://laohu8.com/S/00700\">腾讯</a>ima正式推出知识Agent——copilot，支持用户创建专属Agent。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/114/w550h364/20260429/7b6c-8e9d3ab5f1116273e00c59e82d6a9313.png\"/><span></span></div>\n<p> 据介绍，copilot内置记忆系统，通过copilot设定、用户档案、长期记忆、经验技巧四大模块，记住用户的背景、习惯与推进事项，实现跨场景连续调用，减少重复输入。用户浏览网页、文件、知识库或笔记时，copilot还可感知当前内容，持续伴随，无需额外上传文件，直接基于当前内容完成理解与处理。技能生态同步上线，copilot内置官方技能包，并支持按需加载扩展Skills。</p>\n<p> 此外，ima为新用户提供一笔算力福利，每日登录还可领取额外算力。copilot已在Mac、Windows、iOS、安卓、鸿蒙上线，为了保障体验，copilot功能采取申请制，将根据申请顺序陆续通过。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：杨赐 </p>\n</div></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\" 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>腾讯ima发布知识Agent“copilot”</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腾讯ima发布知识Agent“copilot”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-29 11:06 北京时间 <a href=https://finance.sina.com.cn/tech/2026-04-29/doc-inhwcqxi1104187.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪科技讯 4月29日上午消息，腾讯ima正式推出知识Agent——copilot，支持用户创建专属Agent。\n\n 据介绍，copilot内置记忆系统，通过copilot设定、用户档案、长期记忆、经验技巧四大模块，记住用户的背景、习惯与推进事项，实现跨场景连续调用，减少重复输入。用户浏览网页、文件、知识库或笔记时，copilot还可感知当前内容，持续伴随，无需额外上传文件，直接基于当前内容完成...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2026-04-29/doc-inhwcqxi1104187.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999001689.USD":"施罗德亚洲成长股票","LU0326948709.USD":"SCHRODER ISF ASIAN TOTAL RETURN \"A\" (USD) ACC","LU1655091459.SGD":"JPM ASIA PACIFIC INCOME \"A\" (SGD) INC A","LU0828237510.HKD":"SCHRODER ISF BIC (BRAZ IN CH)\"A\" (HKD) ACC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","BK1586":"云计算","LU1629966141.USD":"Aberdeen Standard SICAV I - Asia Pacific Multi Asset A Acc USD","LU0210527791.USD":"JPM ASIA PACIFIC INCOME \"A\" (USD) ACC","LU0823426308.USD":"法巴中国股票基金","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","LU0117844026.USD":"JPM ASIA PACIFIC INCOME \"A\" (USD) INC","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" (USD) 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20:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月18日， <a href=\"https://laohu8.com/S/00700\">腾讯控股</a>正式宣布，元宝日活跃用户（DAU）超5000万，月活跃用户（MAU）已达1.14亿。此前一天，腾讯发布的元宝分10亿现金红包活动报告显示，元宝春节主会场累计抽奖次数超36亿次，用户通过「创作」栏完成AI任务超10亿次。（腾讯科技）</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8040639a4ec2bda81677f576df60a126\" alt=\"\" title=\"\" tg-width=\"1000\" tg-height=\"1250\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/92820fa7e23347a1b3814111e723a4dd","relate_stocks":{"00700":"腾讯控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198455041","content_text":"2月18日， 腾讯控股正式宣布，元宝日活跃用户（DAU）超5000万，月活跃用户（MAU）已达1.14亿。此前一天，腾讯发布的元宝分10亿现金红包活动报告显示，元宝春节主会场累计抽奖次数超36亿次，用户通过「创作」栏完成AI任务超10亿次。（腾讯科技）","news_type":1,"symbols_score_info":{"00700":2}},"isVote":1,"tweetType":1,"viewCount":1224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528751752754608,"gmtCreate":1770120958379,"gmtModify":1770123812629,"author":{"id":"3492908061027932","authorId":"3492908061027932","name":"ming26","avatar":"https://static.tigerbbs.com/5f28a680c1b620dc382f3a9d61560073","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492908061027932","idStr":"3492908061027932"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$ </a> 太烂了，选择太重要了，没选华虹。选了这个垃圾","listText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$ </a> 太烂了，选择太重要了，没选华虹。选了这个垃圾","text":"$中芯国际(00981)$ 太烂了，选择太重要了，没选华虹。选了这个垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528751752754608","isVote":1,"tweetType":1,"viewCount":1720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513941729812744,"gmtCreate":1766500226997,"gmtModify":1766501266358,"author":{"id":"3492908061027932","authorId":"3492908061027932","name":"ming26","avatar":"https://static.tigerbbs.com/5f28a680c1b620dc382f3a9d61560073","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492908061027932","idStr":"3492908061027932"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/USDCNH.FOREX\">$美元/离岸人民币(USDCNH.FOREX)$ </a> 不是吧，美股赚的都被汇率磨平了","listText":"<a href=\"https://laohu8.com/S/USDCNH.FOREX\">$美元/离岸人民币(USDCNH.FOREX)$ </a> 不是吧，美股赚的都被汇率磨平了","text":"$美元/离岸人民币(USDCNH.FOREX)$ 不是吧，美股赚的都被汇率磨平了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/513941729812744","isVote":1,"tweetType":1,"viewCount":2996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":510070578774976,"gmtCreate":1765541887852,"gmtModify":1765541890342,"author":{"id":"3492908061027932","authorId":"3492908061027932","name":"ming26","avatar":"https://static.tigerbbs.com/5f28a680c1b620dc382f3a9d61560073","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492908061027932","idStr":"3492908061027932"},"themes":[],"title":"","htmlText":"奇葩","listText":"奇葩","text":"奇葩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/510070578774976","repostId":"1152111177","repostType":4,"repost":{"id":"1152111177","kind":"news","pubTimestamp":1765541043,"share":"https://www.laohu8.com/m/news/1152111177?lang=zh_CN&edition=full","pubTime":"2025-12-12 20:04","market":"hk","language":"zh","title":"何小鹏“亮剑”马斯克，若失败，负责人将在金门大桥“裸跑”","url":"https://stock-news.laohu8.com/highlight/detail?id=1152111177","media":"华尔街见闻","summary":"放话与特斯拉一争高下。","content":"<html><head></head><body><p>作者 | 王小娟</p><p style=\"text-align: justify;\">今年还未过去，汽车行业就智能辅助驾驶的领先已经开始预约明年的“战火”了。</p><p style=\"text-align: justify;\">12月11日， <a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a> 董事长何小鹏在社交媒体上立下一则“赌约”：<strong>若到明年8月30日，小鹏VLA技术在国内达到特斯拉FSD V14.2在硅谷的整体水平，他将在硅谷筹建中国风味食堂；若失败，自动驾驶负责人Head Xianming（刘先明）将在金门大桥“裸跑”。</strong></p><p style=\"text-align: justify;\">何小鹏立下这个赌约，放话与特斯拉一争高下，也因为对 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> FSD系统长期的体验与观察。</p><p style=\"text-align: justify;\">近期在硅谷试驾最新的FSD V14.2版本和Robotaxi后，何小鹏表示，FSD已经从一年前L2高阶辅助驾驶的“丝滑体验”，进步到现在的“准L4的安心阶段”。</p><p style=\"text-align: justify;\">在约5小时的试驾中，他发现标准车辆和Robotaxi使用同一模型表现一致，虽然仍存在瑕疵，但已“大幅度超过去年的水准”。他对特斯拉自动驾驶技术的进步给予了肯定。</p><p style=\"text-align: justify;\">何小鹏认为，未来将是同一个自动驾驶系统和硬件体系的时代，人们可以直接享有L4能力的汽车。这一判断与小鹏汽车自身的技术路线选择密切相关。</p><p style=\"text-align: justify;\">在公开称赞特斯拉FSD的同时，何小鹏也不掩饰小鹏VLA与FSD当前存在的差距。他坦承：“小鹏VLA的第一个版本尚无法完全实现FSD V14.2的全部能力。” 但同时也透露，小鹏VLA 2.0将在下个季度发布。</p><p style=\"text-align: justify;\">对于追赶时间表，何小鹏在今年8月曾表示，当前智能辅助驾驶的第一梯队玩家“半斤八两”，有的依靠算力，算力不足的就通过算力加激光雷达的组合。但他预测，到2026年小鹏Robotaxi开始试运营时，小鹏Ultra车型所配置的与L4 Robotaxi同源的模型，将会“显著超越市场上其他智能辅助驾驶产品能力的数十倍甚至以上”。</p><p style=\"text-align: justify;\">在2025年的小鹏科技日上，小鹏的智驾又有了新的进度。当时，小鹏推出第二代VLA模型，与传统“视觉-语言-动作”架构不同，第二代VLA创新性地去掉了“语言转译”环节，首次实现从视觉信号到动作指令的端到端直接生成。</p><p style=\"text-align: justify;\">在这一技术的支持之下，小鹏的自动辅助驾驶可以应对各种复杂小路与园区场景。同时，小鹏还首发了“无导航自动辅助驾驶”Super LCC+人机共驾。这意味着，该功能在不依赖导航的情形下可全球范围开启。何小鹏介绍，2026年第一季度将面向小鹏Ultra车型全量推送第二代VLA。</p><p style=\"text-align: justify;\">何小鹏强调，小鹏在新一代VLA大模型上下重注，目标是让汽车在各种复杂场景下都能安全通行，包括大路、小路、高速户外甚至是北京的胡同。何小鹏认为，只有解决了这些场景的问题，才有可能实现真正的无人驾驶。</p><p style=\"text-align: justify;\">小鹏汽车在自动驾驶领域的重注基于对行业趋势的判断。何小鹏认为，未来十年内将看到L4级自动驾驶的更大规模应用。他指出，未来汽车将是“具身智能的汽车”，汽车产业和人形机器人产业将相辅相成、互相促进。</p><p style=\"text-align: justify;\">在硬件芯片方面，今年8月，何小鹏宣布从2025年三季度上市的小鹏G7和P7开始，旗下各车型的Ultra版本将全面升级智能硬件，搭载三颗自研图灵AI芯片，有效算力高达2250TOPS。</p><p style=\"text-align: justify;\">与此同时，在今年的科技日上，小鹏的Robotaxi也有了新的进展。何小鹏透露，小鹏将在2026年推出三款Robotaxi车型，并启动试运营。与特斯拉不同，小鹏将专注于Robotaxi产品研发，不涉及运营环节。当前，高德成为小鹏Robotaxi首个全球生态合作伙伴。</p><p style=\"text-align: justify;\">在研发投入方面，何小鹏预计，未来汽车公司的年研发投入将达500亿元，其中300亿元将用于AI领域。对于小鹏而言，每年投入数十亿元建设算力中心已成为常态。</p><p style=\"text-align: justify;\">这场赌局背后，是中国智能汽车企业在自动驾驶核心技术领域挑战全球领先者的缩影。随着第二代VLA的发布和Robotaxi项目有了新进展，小鹏汽车正在自动驾驶赛道上加速追赶。</p><p style=\"text-align: justify;\">从AEB能力提升，到VLA模型革新，小鹏试图通过全栈自研构建壁垒。但特斯拉的迭代速度提示，智驾的竞争不仅是算法之争，更是数据、算力与工程化能力的综合较量。</p><p style=\"text-align: justify;\">赌局终点，是中国风味食堂在金门大桥对岸的硅谷落地，还是自动驾驶负责人在金门大桥上的“裸跑”，就看是小鹏的智驾系统能否达到特斯拉的水平，成为名副其实的“中国特斯拉”。届时，小鹏或将迎来新一轮的被重估。</p></body></html>","source":"lsy1762389672944","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2025-12-12 20:04 北京时间 <a href=https://wallstreetcn.com/articles/3761278><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | 王小娟今年还未过去，汽车行业就智能辅助驾驶的领先已经开始预约明年的“战火”了。12月11日， 小鹏汽车 董事长何小鹏在社交媒体上立下一则“赌约”：若到明年8月30日，小鹏VLA技术在国内达到特斯拉FSD V14.2在硅谷的整体水平，他将在硅谷筹建中国风味食堂；若失败，自动驾驶负责人Head Xianming（刘先明）将在金门大桥“裸跑”。何小鹏立下这个赌约，放话与特斯拉一争高下，也因为对...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3761278\">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/429cf9337e59567edb66a7535c469fb1","relate_stocks":{"TSLA":"特斯拉","XPEV":"小鹏集团"},"source_url":"https://wallstreetcn.com/articles/3761278","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152111177","content_text":"作者 | 王小娟今年还未过去，汽车行业就智能辅助驾驶的领先已经开始预约明年的“战火”了。12月11日， 小鹏汽车 董事长何小鹏在社交媒体上立下一则“赌约”：若到明年8月30日，小鹏VLA技术在国内达到特斯拉FSD V14.2在硅谷的整体水平，他将在硅谷筹建中国风味食堂；若失败，自动驾驶负责人Head Xianming（刘先明）将在金门大桥“裸跑”。何小鹏立下这个赌约，放话与特斯拉一争高下，也因为对 特斯拉 FSD系统长期的体验与观察。近期在硅谷试驾最新的FSD V14.2版本和Robotaxi后，何小鹏表示，FSD已经从一年前L2高阶辅助驾驶的“丝滑体验”，进步到现在的“准L4的安心阶段”。在约5小时的试驾中，他发现标准车辆和Robotaxi使用同一模型表现一致，虽然仍存在瑕疵，但已“大幅度超过去年的水准”。他对特斯拉自动驾驶技术的进步给予了肯定。何小鹏认为，未来将是同一个自动驾驶系统和硬件体系的时代，人们可以直接享有L4能力的汽车。这一判断与小鹏汽车自身的技术路线选择密切相关。在公开称赞特斯拉FSD的同时，何小鹏也不掩饰小鹏VLA与FSD当前存在的差距。他坦承：“小鹏VLA的第一个版本尚无法完全实现FSD V14.2的全部能力。” 但同时也透露，小鹏VLA 2.0将在下个季度发布。对于追赶时间表，何小鹏在今年8月曾表示，当前智能辅助驾驶的第一梯队玩家“半斤八两”，有的依靠算力，算力不足的就通过算力加激光雷达的组合。但他预测，到2026年小鹏Robotaxi开始试运营时，小鹏Ultra车型所配置的与L4 Robotaxi同源的模型，将会“显著超越市场上其他智能辅助驾驶产品能力的数十倍甚至以上”。在2025年的小鹏科技日上，小鹏的智驾又有了新的进度。当时，小鹏推出第二代VLA模型，与传统“视觉-语言-动作”架构不同，第二代VLA创新性地去掉了“语言转译”环节，首次实现从视觉信号到动作指令的端到端直接生成。在这一技术的支持之下，小鹏的自动辅助驾驶可以应对各种复杂小路与园区场景。同时，小鹏还首发了“无导航自动辅助驾驶”Super LCC+人机共驾。这意味着，该功能在不依赖导航的情形下可全球范围开启。何小鹏介绍，2026年第一季度将面向小鹏Ultra车型全量推送第二代VLA。何小鹏强调，小鹏在新一代VLA大模型上下重注，目标是让汽车在各种复杂场景下都能安全通行，包括大路、小路、高速户外甚至是北京的胡同。何小鹏认为，只有解决了这些场景的问题，才有可能实现真正的无人驾驶。小鹏汽车在自动驾驶领域的重注基于对行业趋势的判断。何小鹏认为，未来十年内将看到L4级自动驾驶的更大规模应用。他指出，未来汽车将是“具身智能的汽车”，汽车产业和人形机器人产业将相辅相成、互相促进。在硬件芯片方面，今年8月，何小鹏宣布从2025年三季度上市的小鹏G7和P7开始，旗下各车型的Ultra版本将全面升级智能硬件，搭载三颗自研图灵AI芯片，有效算力高达2250TOPS。与此同时，在今年的科技日上，小鹏的Robotaxi也有了新的进展。何小鹏透露，小鹏将在2026年推出三款Robotaxi车型，并启动试运营。与特斯拉不同，小鹏将专注于Robotaxi产品研发，不涉及运营环节。当前，高德成为小鹏Robotaxi首个全球生态合作伙伴。在研发投入方面，何小鹏预计，未来汽车公司的年研发投入将达500亿元，其中300亿元将用于AI领域。对于小鹏而言，每年投入数十亿元建设算力中心已成为常态。这场赌局背后，是中国智能汽车企业在自动驾驶核心技术领域挑战全球领先者的缩影。随着第二代VLA的发布和Robotaxi项目有了新进展，小鹏汽车正在自动驾驶赛道上加速追赶。从AEB能力提升，到VLA模型革新，小鹏试图通过全栈自研构建壁垒。但特斯拉的迭代速度提示，智驾的竞争不仅是算法之争，更是数据、算力与工程化能力的综合较量。赌局终点，是中国风味食堂在金门大桥对岸的硅谷落地，还是自动驾驶负责人在金门大桥上的“裸跑”，就看是小鹏的智驾系统能否达到特斯拉的水平，成为名副其实的“中国特斯拉”。届时，小鹏或将迎来新一轮的被重估。","news_type":1,"symbols_score_info":{"XPEV":2,"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":1309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":505125110797024,"gmtCreate":1764340570361,"gmtModify":1764340572314,"author":{"id":"3492908061027932","authorId":"3492908061027932","name":"ming26","avatar":"https://static.tigerbbs.com/5f28a680c1b620dc382f3a9d61560073","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492908061027932","idStr":"3492908061027932"},"themes":[],"title":"","htmlText":"<a 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啥玩意","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504013386060000","isVote":1,"tweetType":1,"viewCount":1645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499759799927488,"gmtCreate":1763036626274,"gmtModify":1763036628567,"author":{"id":"3492908061027932","authorId":"3492908061027932","name":"ming26","avatar":"https://static.tigerbbs.com/5f28a680c1b620dc382f3a9d61560073","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492908061027932","idStr":"3492908061027932"},"themes":[],"title":"","htmlText":"这脸蹭的","listText":"这脸蹭的","text":"这脸蹭的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499759799927488","repostId":"2583568708","repostType":2,"repost":{"id":"2583568708","kind":"highlight","weMediaInfo":{"introduction":"证券之星始创于1996年，是国内领先的金融信息及综合服务平台。关注证券之星，即时获取有价值的财经资讯。","home_visible":1,"media_name":"证券之星","id":"1082532455","head_image":"https://community-static.tradeup.com/news/2e305640fc27210243042d09d3a7fa3f"},"pubTimestamp":1763027287,"share":"https://www.laohu8.com/m/news/2583568708?lang=zh_CN&edition=full","pubTime":"2025-11-13 17:48","market":"hk","language":"zh","title":"中兴通讯：参股0.2334%的深创投持股摩尔线程1.2246%","url":"https://stock-news.laohu8.com/highlight/detail?id=2583568708","media":"证券之星","summary":"证券之星消息，中兴通讯(000063)11月13日在投资者关系平台上答复投资者关心的问题。投资者提问：请问中兴通讯旗下的创投公司是否投资摩尔线程？持股比例是多少中兴通讯回复：您好，感谢您的关注。公司参股0.2334%的深圳市创新投资集团有限公司（简称“深创投”）有投资摩尔线程，根据摩尔线程披露的《首次公开发行股票并在科创板上市招股说明书》，深创投对摩尔线程的持股比例为1.2246%。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","content":"<html><body><p>证券之星消息，<a href=\"https://laohu8.com/S/000063\">中兴通讯</a>(000063)11月13日在投资者关系平台上答复投资者关心的问题。</p><p>投资者提问：请问<a href=\"https://laohu8.com/S/00763\">中兴通讯</a>旗下的创投公司是否投资摩尔线程？持股比例是多少</p><p>中兴通讯回复：您好，感谢您的关注。公司参股0.2334%的深圳市创新投资集团有限公司（简称“深创投”）有投资摩尔线程，根据摩尔线程披露的《首次公开发行股票并在科创板上市招股说明书》，深创投对摩尔线程的持股比例为1.2246%。</p><p>以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。</p></body></html>","source":"stockstar","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>中兴通讯：参股0.2334%的深创投持股摩尔线程1.2246%</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{ 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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中兴通讯：参股0.2334%的深创投持股摩尔线程1.2246%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1082532455\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/2e305640fc27210243042d09d3a7fa3f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">证券之星 </p>\n<p class=\"h-time\">2025-11-13 17:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>证券之星消息，<a href=\"https://laohu8.com/S/000063\">中兴通讯</a>(000063)11月13日在投资者关系平台上答复投资者关心的问题。</p><p>投资者提问：请问<a href=\"https://laohu8.com/S/00763\">中兴通讯</a>旗下的创投公司是否投资摩尔线程？持股比例是多少</p><p>中兴通讯回复：您好，感谢您的关注。公司参股0.2334%的深圳市创新投资集团有限公司（简称“深创投”）有投资摩尔线程，根据摩尔线程披露的《首次公开发行股票并在科创板上市招股说明书》，深创投对摩尔线程的持股比例为1.2246%。</p><p>以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK0196":"行业龙头","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","BK0000":"一带一路","BK0026":"智能家居","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) 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ACC","BK0030":"云计算"},"source_url":"https://stock.stockstar.com/RB2025111300030890.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2583568708","content_text":"证券之星消息，中兴通讯(000063)11月13日在投资者关系平台上答复投资者关心的问题。投资者提问：请问中兴通讯旗下的创投公司是否投资摩尔线程？持股比例是多少中兴通讯回复：您好，感谢您的关注。公司参股0.2334%的深圳市创新投资集团有限公司（简称“深创投”）有投资摩尔线程，根据摩尔线程披露的《首次公开发行股票并在科创板上市招股说明书》，深创投对摩尔线程的持股比例为1.2246%。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","news_type":1,"symbols_score_info":{"000063":1.5,"00763":1.5}},"isVote":1,"tweetType":1,"viewCount":2136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}