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好好at美国
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好好at美国
好好at美国
·
11-27
就那几辆车，随便折腾吧
贾跃亭向特斯拉求FSD合作
11月26日，Faraday Future创始人贾跃亭通过社交平台宣布，FF愿意与特斯拉在FSD上展开全面合作。贾跃亭此次发声有着实质性的合作基础。与此同时，特斯拉FSD正在加速全球布局。业内分析认为，贾跃亭此次抛出FSD合作绣球，既是为FF寻找技术靠山，也可能为特斯拉打破FSD授权困局提供契机。在特斯拉FSD授权遇冷之际，FF如能成为首个采纳该技术的汽车制造商，将实现双方各取所需的双赢局面。
贾跃亭向特斯拉求FSD合作
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好好at美国
好好at美国
·
11-27
中信证券的评论，权威性如何？
异动解读 | 中信证券给予"买入"评级叠加英伟达概念驱动，CoreWeave盘中大涨5.18%
CoreWeave, Inc.（CRWV）今日盘中大涨5.18%，成为市场焦点。此次上涨主要受两大因素推动：一方面，中信证券发布研报首次覆盖CRWV并给予"买入"评级，指出该公司凭借GPU资源优势、全栈平台布局及敏捷交付能力，2025年上半年营收达21.9亿美元，EBITDA利润率高达62%，未完成订单（RPO）规模超300亿美元，充分受益于生成式AI带动的算力需求爆发。另一方面，作为英伟达持仓概念股，CRWV同步受益于英伟达Blackwell芯片供不应求的行业利好。韦德布什报告强调，英伟达仍是AI繁荣的核心驱动力，其芯片需求远超供应，带动产业链相关企业普涨。
异动解读 | 中信证券给予"买入"评级叠加英伟达概念驱动，CoreWeave盘中大涨5.18%
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好好at美国
好好at美国
·
10-29
有客流吗？不然就是折腾。
票价低至260元！贵州这一机场新增4条航线
冬春换季首日，茅台机场携手天津航空执飞的“天津=长沙=茅台”“惠州=茅台”“郑州=茅台”“温州=茅台”等4条航线顺利首航。 本次冬航季，天津航空4条新增航线的飞行班期安排充分贴合旅客出行需求，具体如下： 天津=长沙=茅台 惠州=茅台 郑州=茅台 温州=茅台 值得一提的是，此次天津航空新航线的成功开通运营，是茅台机场与天津航空深化合作的重要成果。
票价低至260元！贵州这一机场新增4条航线
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好好at美国
好好at美国
·
10-29
A股终究还是个笑话
非常抱歉，此主贴已删除
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好好at美国
好好at美国
·
10-01
霸气外露
黄仁勋谈NVIDIA护城河：对手就算芯片免费也干不过
AI的重要性已经无需多言，各大科技巨头都在砸钱建设AI基础设施，基本上都少不了购买NVIDIA的AI GPU。被NVIDIA卡脖子当然不爽，所以这些科技巨头也在研发自己的AI芯片，然而他们依然在跟NVIDIA通报此事，生怕NVIDIA一不高兴直接不合作而断供，毕竟当下还是离不开N卡。这就引出一个很有意思的问题，NVIDIA在AI市场上的护城河是什么？他甚至表示，竞争对手哪怕芯片免费送，不要钱，也干不过NVIDIA，因为NVIDIA的系统在TCO总成本上具备显著优势。
黄仁勋谈NVIDIA护城河：对手就算芯片免费也干不过
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好好at美国
好好at美国
·
09-04
折腾这些没有价值的玩意，一分钱都是败家。
贵州茅台新注册《堆叠柱形图绘制软件V1.0.0》项目的软件著作权
证券之星消息，近日贵州茅台新注册了《堆叠柱形图绘制软件V1.0.0》项目的软件著作权。今年以来贵州茅台新注册软件著作权5个，较去年同期增加了400%。结合公司2025年中报财务数据，今年上半年公司在研发方面投入了7390.15万元，同比减20.03%。通过天眼查大数据分析，贵州茅台酒股份有限公司共对外投资了13家企业，参与招投标项目7609次；财产线索方面有商标信息32条，专利信息622条，著作权信息68条；此外企业还拥有行政许可184个。
贵州茅台新注册《堆叠柱形图绘制软件V1.0.0》项目的软件著作权
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好好at美国
好好at美国
·
08-29
威胁干吗？直接走，就得了
OpenAI ChatGPT联合创始人赵圣嘉加入Meta几天内就威胁辞职
OpenAI ChatGPT联合创始人赵圣嘉加入Meta几天内就威胁辞职
OpenAI ChatGPT联合创始人赵圣嘉加入Meta几天内就威胁辞职
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好好at美国
好好at美国
·
08-14
$Figma(FIG)$
这样疯狂作践自己，是因为要交财报了吗？
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好好at美国
好好at美国
·
08-14
美国🇺🇸的统计📉数据还有多少可信度？明天一修正，可能又是另外一番景象。这种不确定性越来越像东大了，讨厌👎
美国7月PPI高于预期，美股期指下挫，大型科技股盘前股价跳水
前值增长2.3%。
美国7月PPI高于预期，美股期指下挫，大型科技股盘前股价跳水
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好好at美国
好好at美国
·
08-12
上一个👻故事是特斯拉摄像头危害国家安全……
市场消息：中国官方建议国内企业避免使用英伟达H20芯片
8月12日，彭博引述知情人士表示，中国官方建议国内企业避免使用$英伟达(NVDA)$的H20芯片，尤其是服务政府部门的应用场景。知情人士称，政府部门近几周陆续向一些公司发函，督促避免使用性能并不领先的H20芯片。在表述中，相关部门对在政府或者国家安全相关领域使用H20芯片尤其反对，不管涉及的企业是国资还是民企背景；对于H20用于一般商业业务，相关部门也不鼓励，但措词相对温和。
市场消息：中国官方建议国内企业避免使用英伟达H20芯片
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16:10","market":"us","language":"zh","title":"贾跃亭向特斯拉求FSD合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2586234843","media":"盖世汽车","summary":"11月26日，Faraday Future创始人贾跃亭通过社交平台宣布，FF愿意与特斯拉在FSD上展开全面合作。贾跃亭此次发声有着实质性的合作基础。与此同时，特斯拉FSD正在加速全球布局。业内分析认为，贾跃亭此次抛出FSD合作绣球，既是为FF寻找技术靠山，也可能为特斯拉打破FSD授权困局提供契机。在特斯拉FSD授权遇冷之际，FF如能成为首个采纳该技术的汽车制造商，将实现双方各取所需的双赢局面。","content":"<html><body><article><p>11月26日，Faraday Future（FF）创始人贾跃亭通过社交平台宣布，FF愿意与<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在FSD（全自动驾驶）上展开全面合作。</p><p>他表示已与特斯拉完成充电网络兼容，FF与FX车型将全面接入超级充电网络。“但这只是开始。”贾跃亭在发文中@埃隆·马斯克，透露出更深入的合作意向。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251126161041794d152fsp7j83w177\"/><p>图片来源：贾跃亭微博截图</p><p>这一表态恰逢特斯拉自动驾驶技术授权遇阻的关键时刻。就在前一天，特斯拉CEO埃隆·马斯克在社交媒体透露，尽管特斯拉愿意将Autopilot/FSD技术授权给其他汽车制造商，但截至目前没有任何一家车企愿意采用这一技术。</p><p>马斯克表示，其他车企提出了“无法实现的要求”，导致讨论陷入停滞。</p><p>贾跃亭此次发声有着实质性的合作基础。今年11月13日，FF已宣布与特斯拉签署充电合作协议，FF旗下配备NACS充电接口的纯电动车型将全面接入特斯拉在北美、日本及韩国的超28000座超级充电站。</p><p>FF全球联席执行官Matthias Aydt此前强调，公共充电网络的覆盖与便利性是电动车用户的核心考量，接入特斯拉充电网络将显著提升用户体验。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251126161043384d1526kt9a6ztwat\"/><p>图片来源：FF</p><p>然而，FF自身正面临严峻的经营挑战，陷入卖一辆亏一辆的困境，单辆生产成本约55万美元，售价却仅为30.9万美元。2025年第三季度单季运营亏损就超过2亿美元，资金状况堪忧。</p><p>与此同时，特斯拉FSD正在加速全球布局。11月24日，特斯拉FSD正式在韩国上线，韩国成为继美国、加拿大、中国、墨西哥、澳大利亚和新西兰之后第七个开通该功能的国家。特斯拉目前的主要挑战集中在欧洲市场，由于各国监管体系差异较大，审批流程复杂，FSD在欧洲的落地面临较大阻力。</p><p>回顾历史，马斯克早在2021年初就曾在财报电话会议上透露，特斯拉与其他汽车制造商就软件授权进行了“初步探讨”。2023年6月，他再次在推特公开表示特斯拉“愿意将Autopilot/FSD或其他技术授权给竞争对手”。</p><p>2024年4月，相关猜测达到顶峰，当时马斯克明确表示特斯拉正与“某主要汽车制造商”洽谈，且“很有可能”在当年达成协议，然而这笔交易最终未能达成。</p><p>业内分析认为，贾跃亭此次抛出FSD合作绣球，既是为FF寻找技术靠山，也可能为特斯拉打破FSD授权困局提供契机。在特斯拉FSD授权遇冷之际，FF如能成为首个采纳该技术的汽车制造商，将实现双方各取所需的双赢局面。然而，这一合作能否最终落地，还需观察双方在技术细节、商业条款等方面的具体谈判进展。</p></article></body></html>","source":"tencent","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>贾跃亭向特斯拉求FSD合作</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{ 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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贾跃亭向特斯拉求FSD合作\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-26 16:10 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251126161055a4bb50bf&s=b><strong>盖世汽车</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>11月26日，Faraday Future（FF）创始人贾跃亭通过社交平台宣布，FF愿意与特斯拉在FSD（全自动驾驶）上展开全面合作。他表示已与特斯拉完成充电网络兼容，FF与FX车型将全面接入超级充电网络。“但这只是开始。”贾跃亭在发文中@埃隆·马斯克，透露出更深入的合作意向。图片来源：贾跃亭微博截图这一表态恰逢特斯拉自动驾驶技术授权遇阻的关键时刻。就在前一天，特斯拉CEO埃隆·马斯克在社交媒体...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251126161055a4bb50bf&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSYW.SI":"TESLA 3xLongSG261006","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","BK4548":"巴美列捷福持仓","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) 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CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4511":"特斯拉概念","BK4585":"ETF&股票定投概念","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2063271972.USD":"富兰克林创新领域基金","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","TSLA":"特斯拉","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4592":"伊斯兰概念","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251126161055a4bb50bf&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2586234843","content_text":"11月26日，Faraday Future（FF）创始人贾跃亭通过社交平台宣布，FF愿意与特斯拉在FSD（全自动驾驶）上展开全面合作。他表示已与特斯拉完成充电网络兼容，FF与FX车型将全面接入超级充电网络。“但这只是开始。”贾跃亭在发文中@埃隆·马斯克，透露出更深入的合作意向。图片来源：贾跃亭微博截图这一表态恰逢特斯拉自动驾驶技术授权遇阻的关键时刻。就在前一天，特斯拉CEO埃隆·马斯克在社交媒体透露，尽管特斯拉愿意将Autopilot/FSD技术授权给其他汽车制造商，但截至目前没有任何一家车企愿意采用这一技术。马斯克表示，其他车企提出了“无法实现的要求”，导致讨论陷入停滞。贾跃亭此次发声有着实质性的合作基础。今年11月13日，FF已宣布与特斯拉签署充电合作协议，FF旗下配备NACS充电接口的纯电动车型将全面接入特斯拉在北美、日本及韩国的超28000座超级充电站。FF全球联席执行官Matthias Aydt此前强调，公共充电网络的覆盖与便利性是电动车用户的核心考量，接入特斯拉充电网络将显著提升用户体验。图片来源：FF然而，FF自身正面临严峻的经营挑战，陷入卖一辆亏一辆的困境，单辆生产成本约55万美元，售价却仅为30.9万美元。2025年第三季度单季运营亏损就超过2亿美元，资金状况堪忧。与此同时，特斯拉FSD正在加速全球布局。11月24日，特斯拉FSD正式在韩国上线，韩国成为继美国、加拿大、中国、墨西哥、澳大利亚和新西兰之后第七个开通该功能的国家。特斯拉目前的主要挑战集中在欧洲市场，由于各国监管体系差异较大，审批流程复杂，FSD在欧洲的落地面临较大阻力。回顾历史，马斯克早在2021年初就曾在财报电话会议上透露，特斯拉与其他汽车制造商就软件授权进行了“初步探讨”。2023年6月，他再次在推特公开表示特斯拉“愿意将Autopilot/FSD或其他技术授权给竞争对手”。2024年4月，相关猜测达到顶峰，当时马斯克明确表示特斯拉正与“某主要汽车制造商”洽谈，且“很有可能”在当年达成协议，然而这笔交易最终未能达成。业内分析认为，贾跃亭此次抛出FSD合作绣球，既是为FF寻找技术靠山，也可能为特斯拉打破FSD授权困局提供契机。在特斯拉FSD授权遇冷之际，FF如能成为首个采纳该技术的汽车制造商，将实现双方各取所需的双赢局面。然而，这一合作能否最终落地，还需观察双方在技术细节、商业条款等方面的具体谈判进展。","news_type":1,"symbols_score_info":{"TSLL":1.5,"TSYW.SI":0.6,"TSLA":1.5}},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504412060205880,"gmtCreate":1764175431283,"gmtModify":1764177554744,"author":{"id":"3501215732494064","authorId":"3501215732494064","name":"好好at美国","avatar":"https://static.tigerbbs.com/d0d04a2077a2ec480e94d103c15bae55","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3501215732494064","idStr":"3501215732494064"},"themes":[],"title":"","htmlText":"中信证券的评论，权威性如何？","listText":"中信证券的评论，权威性如何？","text":"中信证券的评论，权威性如何？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504412060205880","repostId":"1144150948","repostType":2,"repost":{"id":"1144150948","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1764167585,"share":"https://www.laohu8.com/m/news/1144150948?lang=&edition=full","pubTime":"2025-11-26 22:33","market":"nz","language":"zh","title":"异动解读 | 中信证券给予\"买入\"评级叠加英伟达概念驱动，CoreWeave盘中大涨5.18%","url":"https://stock-news.laohu8.com/highlight/detail?id=1144150948","media":"异动解读","summary":"CoreWeave, Inc.（CRWV）今日盘中大涨5.18%，成为市场焦点。此次上涨主要受两大因素推动：一方面，中信证券发布研报首次覆盖CRWV并给予\"买入\"评级，指出该公司凭借GPU资源优势、全栈平台布局及敏捷交付能力，2025年上半年营收达21.9亿美元，EBITDA利润率高达62%，未完成订单（RPO）规模超300亿美元，充分受益于生成式AI带动的算力需求爆发。另一方面，作为英伟达持仓概念股，CRWV同步受益于英伟达Blackwell芯片供不应求的行业利好。韦德布什报告强调，英伟达仍是AI繁荣的核心驱动力，其芯片需求远超供应，带动产业链相关企业普涨。","content":"<p>CoreWeave, Inc.（CRWV）今日盘中大涨5.18%，成为市场焦点。此次上涨主要受两大因素推动：</p><p>一方面，中信证券发布研报首次覆盖CRWV并给予\"买入\"评级，指出该公司凭借GPU资源优势、全栈平台布局及敏捷交付能力，2025年上半年营收达21.9亿美元，EBITDA利润率高达62%，未完成订单（RPO）规模超300亿美元，充分受益于生成式AI带动的算力需求爆发。</p><p>另一方面，作为英伟达持仓概念股，CRWV同步受益于英伟达Blackwell芯片供不应求的行业利好。韦德布什报告强调，英伟达仍是AI繁荣的核心驱动力，其芯片需求远超供应，带动产业链相关企业普涨。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读 | 中信证券给予\"买入\"评级叠加英伟达概念驱动，CoreWeave盘中大涨5.18%</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异动解读 | 中信证券给予\"买入\"评级叠加英伟达概念驱动，CoreWeave盘中大涨5.18%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-11-26 22:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>CoreWeave, Inc.（CRWV）今日盘中大涨5.18%，成为市场焦点。此次上涨主要受两大因素推动：</p><p>一方面，中信证券发布研报首次覆盖CRWV并给予\"买入\"评级，指出该公司凭借GPU资源优势、全栈平台布局及敏捷交付能力，2025年上半年营收达21.9亿美元，EBITDA利润率高达62%，未完成订单（RPO）规模超300亿美元，充分受益于生成式AI带动的算力需求爆发。</p><p>另一方面，作为英伟达持仓概念股，CRWV同步受益于英伟达Blackwell芯片供不应求的行业利好。韦德布什报告强调，英伟达仍是AI繁荣的核心驱动力，其芯片需求远超供应，带动产业链相关企业普涨。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWV":"CoreWeave, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144150948","content_text":"CoreWeave, Inc.（CRWV）今日盘中大涨5.18%，成为市场焦点。此次上涨主要受两大因素推动：一方面，中信证券发布研报首次覆盖CRWV并给予\"买入\"评级，指出该公司凭借GPU资源优势、全栈平台布局及敏捷交付能力，2025年上半年营收达21.9亿美元，EBITDA利润率高达62%，未完成订单（RPO）规模超300亿美元，充分受益于生成式AI带动的算力需求爆发。另一方面，作为英伟达持仓概念股，CRWV同步受益于英伟达Blackwell芯片供不应求的行业利好。韦德布什报告强调，英伟达仍是AI繁荣的核心驱动力，其芯片需求远超供应，带动产业链相关企业普涨。","news_type":1,"symbols_score_info":{"CRWV":1}},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494395134907128,"gmtCreate":1761732478605,"gmtModify":1761732481238,"author":{"id":"3501215732494064","authorId":"3501215732494064","name":"好好at美国","avatar":"https://static.tigerbbs.com/d0d04a2077a2ec480e94d103c15bae55","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3501215732494064","idStr":"3501215732494064"},"themes":[],"htmlText":"有客流吗？不然就是折腾。","listText":"有客流吗？不然就是折腾。","text":"有客流吗？不然就是折腾。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494395134907128","repostId":"2579929714","repostType":2,"repost":{"id":"2579929714","kind":"news","pubTimestamp":1761723480,"share":"https://www.laohu8.com/m/news/2579929714?lang=&edition=full","pubTime":"2025-10-29 15:38","market":"hk","language":"zh","title":"票价低至260元！贵州这一机场新增4条航线","url":"https://stock-news.laohu8.com/highlight/detail?id=2579929714","media":"多彩贵州网","summary":"冬春换季首日，茅台机场携手天津航空执飞的“天津=长沙=茅台”“惠州=茅台”“郑州=茅台”“温州=茅台”等4条航线顺利首航。 本次冬航季，天津航空4条新增航线的飞行班期安排充分贴合旅客出行需求，具体如下： 天津=长沙=茅台 惠州=茅台 郑州=茅台 温州=茅台 值得一提的是，此次天津航空新航线的成功开通运营，是茅台机场与天津航空深化合作的重要成果。","content":"<html><body><div>\n<p cms-style=\"font-L\"> 冬春换季首日(10月26日)，茅台机场携手天津航空执飞的“天津=长沙=茅台”“惠州=茅台”“郑州=茅台”“温州=茅台”等4条航线顺利首航。</p><div><img src=\"http://n.sinaimg.cn/spider20251029/290/w1080h810/20251029/1c53-c43e15b3aeba72e44edbdf125d361f91.png\"/><span></span></div><p cms-style=\"font-L\"> 本次冬航季，天津航空4条新增航线的飞行班期安排充分贴合旅客出行需求，具体如下：</p><p cms-style=\"font-L align-Center\"> 天津=长沙=茅台(每日一班)</p><p cms-style=\"font-L align-Center\"> 惠州=茅台(每日一班)</p><p cms-style=\"font-L align-Center\"> 郑州=茅台(每周一、三、五、七)</p><p cms-style=\"font-L align-Center\"> 温州=茅台(每周一、三、五、七)</p><div><img src=\"http://n.sinaimg.cn/spider20251029/718/w1080h1238/20251029/8786-41651478ed0fcdda233c31c7bb6883e4.png\"/><span></span></div><p cms-style=\"font-L\"> 值得一提的是，此次天津航空新航线的成功开通运营，是茅台机场与天津航空深化合作的重要成果。航线网络进一步辐射华北、华东、华南等重点区域，其中“天津=长沙=茅台”经停航线，成功串联起华北枢纽城市天津、华中核心城市长沙与西南特色节点，构建起跨区域的便捷空中通道；同时，多条航线的开通填补了茅台机场与惠州、温州等城市的航线空白，不仅为广大旅客提供了更多元的出行选择，更将架起沿线地区经贸往来、文化旅游交流“空中桥梁”，助力实现区域资源互补与协调发展，更好地满足旅客日常出行需求。</p><p cms-style=\"font-L align-Center\"><font cms-style=\"font-L strong-Bold align-Center\">航班时刻及票价一览</font></p><p cms-style=\"font-L\"> 惠州=茅台</p><div><img src=\"http://n.sinaimg.cn/spider20251029/481/w1080h201/20251029/6d6c-6b87ae6c111e1425a28f52fe631dd846.png\"/><span></span></div><p cms-style=\"font-L\"> 茅台=惠州</p><div><img src=\"http://n.sinaimg.cn/spider20251029/480/w1080h200/20251029/4c58-c7568f3ba61acc931e2b9219d40fecef.png\"/><span></span></div><p cms-style=\"font-L\"> 郑州=茅台</p><div><img src=\"http://n.sinaimg.cn/spider20251029/474/w1080h194/20251029/15ce-b6d31b41c44d3a296de6c4ad101ec560.png\"/><span></span></div><p cms-style=\"font-L\"> 茅台=郑州</p><div><img src=\"http://n.sinaimg.cn/spider20251029/477/w1080h197/20251029/f0ff-43bfa6f1c5e10646a6171ee014e770a2.png\"/><span></span></div><p cms-style=\"font-L\"> 温州=茅台</p><div><img src=\"http://n.sinaimg.cn/spider20251029/480/w1080h200/20251029/4b04-73430b1669760778a5bb8464e94e43b2.png\"/><span></span></div><p cms-style=\"font-L\"> 茅台=温州</p><div><img src=\"http://n.sinaimg.cn/spider20251029/475/w1080h195/20251029/4d3a-1c04b0ca73c49d2e0506817b1696ec0e.png\"/><span></span></div><p cms-style=\"font-L\"> 长沙=茅台</p><div><img src=\"http://n.sinaimg.cn/spider20251029/481/w1080h201/20251029/bbc0-73cedaebca0e004e3617f496f9da2bf0.png\"/><span></span></div><p cms-style=\"font-L\"> 茅台=长沙</p><div><img src=\"http://n.sinaimg.cn/spider20251029/483/w1080h203/20251029/d4cf-8ac5fcfb4326cc0da242a50fc41ad109.png\"/><span></span></div><p cms-style=\"font-L\"> 天津=长沙=茅台</p><div><img src=\"http://n.sinaimg.cn/spider20251029/489/w1080h209/20251029/c5be-6b1ed1515d9cef56b393c4712de76680.png\"/><span></span></div><p cms-style=\"font-L\"> 茅台=长沙=天津</p><div><img src=\"http://n.sinaimg.cn/spider20251029/491/w1080h211/20251029/1b73-ed9fc3eddcdd0631cb5d710b37d358bc.png\"/><span></span></div><p cms-style=\"font-L\"> 以上票价均来自携程旅行网，不含机建燃油费，具体以实时查询为准</p><p cms-style=\"font-L align-right\"> 一审：雅 文</p><p cms-style=\"font-L align-right\"> 二审：徐妙甜</p><p cms-style=\"font-L align-right\"> 三审：冀 佳</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</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>票价低至260元！贵州这一机场新增4条航线</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票价低至260元！贵州这一机场新增4条航线\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-29 15:38 北京时间 <a href=https://finance.sina.com.cn/jjxw/2025-10-29/doc-infvpywi3303136.shtml><strong>多彩贵州网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>冬春换季首日(10月26日)，茅台机场携手天津航空执飞的“天津=长沙=茅台”“惠州=茅台”“郑州=茅台”“温州=茅台”等4条航线顺利首航。 本次冬航季，天津航空4条新增航线的飞行班期安排充分贴合旅客出行需求，具体如下： 天津=长沙=茅台(每日一班) 惠州=茅台(每日一班) 郑州=茅台(每周一、三、五、七) 温州=茅台(每周一、三、五、七) 值得一提的是，此次天津航空新航线的成功开通运营...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2025-10-29/doc-infvpywi3303136.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600519":"贵州茅台","LU1226288170.HKD":"UBS (LUX) KEY SEL S-CHINA ALLOCATION OPP \"P6%\"(HK D) INC","LU1634259391.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund AS SGD","SG9999006597.SGD":"United China-India Dynamic Growth SGD","LU1497733557.USD":"EASTSPRING INV ASIAN LOW VOLATILITY EQUITY FUND \"A\" (USD) INC A","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","LU1255011170.USD":"JPM CHINA A-SHARE OPPORTUNITIES \"A\" (USD) ACC","SG9999001903.USD":"Aberdeen Standard Pacific Equity USD","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0348825331.USD":"ALLIANZ CHINA 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惠州=茅台 茅台=惠州 郑州=茅台 茅台=郑州 温州=茅台 茅台=温州 长沙=茅台 茅台=长沙 天津=长沙=茅台 茅台=长沙=天津 以上票价均来自携程旅行网，不含机建燃油费，具体以实时查询为准 一审：雅 文 二审：徐妙甜 三审：冀 佳\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"600519":0.9}},"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494419866784536,"gmtCreate":1761725674074,"gmtModify":1761725676474,"author":{"id":"3501215732494064","authorId":"3501215732494064","name":"好好at美国","avatar":"https://static.tigerbbs.com/d0d04a2077a2ec480e94d103c15bae55","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3501215732494064","idStr":"3501215732494064"},"themes":[],"htmlText":"A股终究还是个笑话","listText":"A股终究还是个笑话","text":"A股终究还是个笑话","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494419866784536","repostId":"1170489859","repostType":4,"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484561266094904,"gmtCreate":1759329834915,"gmtModify":1759329837053,"author":{"id":"3501215732494064","authorId":"3501215732494064","name":"好好at美国","avatar":"https://static.tigerbbs.com/d0d04a2077a2ec480e94d103c15bae55","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3501215732494064","idStr":"3501215732494064"},"themes":[],"htmlText":"霸气外露","listText":"霸气外露","text":"霸气外露","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484561266094904","repostId":"2572753769","repostType":2,"repost":{"id":"2572753769","kind":"news","pubTimestamp":1759327463,"share":"https://www.laohu8.com/m/news/2572753769?lang=&edition=full","pubTime":"2025-10-01 22:04","market":"us","language":"zh","title":"黄仁勋谈NVIDIA护城河：对手就算芯片免费也干不过","url":"https://stock-news.laohu8.com/highlight/detail?id=2572753769","media":"快科技","summary":"AI的重要性已经无需多言，各大科技巨头都在砸钱建设AI基础设施，基本上都少不了购买NVIDIA的AI GPU。被NVIDIA卡脖子当然不爽，所以这些科技巨头也在研发自己的AI芯片，然而他们依然在跟NVIDIA通报此事，生怕NVIDIA一不高兴直接不合作而断供，毕竟当下还是离不开N卡。这就引出一个很有意思的问题，NVIDIA在AI市场上的护城河是什么？他甚至表示，竞争对手哪怕芯片免费送，不要钱，也干不过NVIDIA，因为NVIDIA的系统在TCO总成本上具备显著优势。","content":"<html><body><article><p>快科技10月1日消息，提到AI，或许最闪耀的名字是OpenAI，但最大赢家一定是NVIDIA，这两年来NVIDIA不仅业绩爆炸式增长，马上就要变成第一个市值5万亿美元的公司了。</p><p>AI的重要性已经无需多言，各大科技巨头都在砸钱建设AI基础设施，基本上都少不了购买NVIDIA的AI GPU。</p><p>被NVIDIA卡脖子当然不爽，所以这些科技巨头也在研发自己的AI芯片，然而他们依然在跟NVIDIA通报此事，生怕NVIDIA一不高兴直接不合作而断供，毕竟当下还是离不开N卡。</p><p>这就引出一个很有意思的问题，NVIDIA在AI市场上的护城河是什么？大部分人第一反应肯定会说CUDA生态，毕竟大量开发者都是在使用CUDA开发。</p><p>但在黄仁勋眼里，CUDA肯定不是他们赢得竞争的关键，前几天黄仁勋的三万字采访很多看过了，黄仁勋就解释了这个问题。</p><p>他甚至表示，<strong>竞争对手哪怕芯片免费送，不要钱，也干不过NVIDIA，因为NVIDIA的系统在TCO总成本上具备显著优势。</strong></p><p>黄仁勋解释说，很多竞争者还停留在制造出更好的芯片的思维上，但NVIDIA在做的是建设一整座AI工厂，<strong>“不是设计一款ASIC芯片，关键在于建设一座AI工厂系统“。</strong></p><p>他所说的这个AI工厂不仅包括GPU，还有NVLink互联、Spectrum-X通讯及CUDA软件平台，这才是NVIDIA的核心竞争力。</p><p>对手就算是把芯片免费，但NVIDIA的性能如果是原来的两倍，客户依然可以从中获得两倍的收入，有谁会拒绝这份收入？</p><p>以上就是黄仁勋对NVIDIA优势的解释，不得不说角度跟很多人想的不一样，制造出更好的GPU或者ASIC芯片是不够的。</p><p>另外，对手免费也干不过NVIDIA的说法也不是现在才有，搜索网络就会知道至少去年3月份的采访中黄仁勋就提过这个说法了，一年半之后还是这样的表态，显然对手是没有理解他这番表态的，或者是就算知道系统性优势的重要性，也无法在这一年多中做到。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251001220829881d20651vvy5f72ce\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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黄仁勋谈NVIDIA护城河：对手就算芯片免费也干不过\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-01 22:04 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025100122083294b74401&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技10月1日消息，提到AI，或许最闪耀的名字是OpenAI，但最大赢家一定是NVIDIA，这两年来NVIDIA不仅业绩爆炸式增长，马上就要变成第一个市值5万亿美元的公司了。AI的重要性已经无需多言，各大科技巨头都在砸钱建设AI基础设施，基本上都少不了购买NVIDIA的AI GPU。被NVIDIA卡脖子当然不爽，所以这些科技巨头也在研发自己的AI芯片，然而他们依然在跟NVIDIA通报此事，生怕...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025100122083294b74401&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","2NVD.UK":"2X NVIDIA ETP","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","NVDX":"2倍做多NVDA ETF-T-Rex","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","NVD2.UK":"2X NVIDIA 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18:04","market":"us","language":"zh","title":"OpenAI ChatGPT联合创始人赵圣嘉加入Meta几天内就威胁辞职","url":"https://stock-news.laohu8.com/highlight/detail?id=1115034373","media":"美股速递","summary":"OpenAI ChatGPT联合创始人赵圣嘉加入Meta几天内就威胁辞职","content":"<p>OpenAI ChatGPT联合创始人赵圣嘉加入Meta几天内就威胁辞职</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>OpenAI ChatGPT联合创始人赵圣嘉加入Meta几天内就威胁辞职</title>\n<style 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ChatGPT联合创始人赵圣嘉加入Meta几天内就威胁辞职</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0557290698.USD":"施罗德环球可持续增长基金","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","BK4548":"巴美列捷福持仓","LU2237443895.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1228905540.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC 2","IE0034235303.USD":"PINEBRIDGE US RESEARCH 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(USD) INC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115034373","content_text":"OpenAI ChatGPT联合创始人赵圣嘉加入Meta几天内就威胁辞职","news_type":1,"symbols_score_info":{"META":1,"MSFT":1}},"isVote":1,"tweetType":1,"viewCount":874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467634684579888,"gmtCreate":1755186113592,"gmtModify":1755186550996,"author":{"id":"3501215732494064","authorId":"3501215732494064","name":"好好at美国","avatar":"https://static.tigerbbs.com/d0d04a2077a2ec480e94d103c15bae55","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3501215732494064","idStr":"3501215732494064"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FIG\">$Figma(FIG)$</a> 这样疯狂作践自己，是因为要交财报了吗？","listText":"<a href=\"https://laohu8.com/S/FIG\">$Figma(FIG)$</a> 这样疯狂作践自己，是因为要交财报了吗？","text":"$Figma(FIG)$ 这样疯狂作践自己，是因为要交财报了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467634684579888","isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467604565782600,"gmtCreate":1755178268335,"gmtModify":1755178270315,"author":{"id":"3501215732494064","authorId":"3501215732494064","name":"好好at美国","avatar":"https://static.tigerbbs.com/d0d04a2077a2ec480e94d103c15bae55","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3501215732494064","idStr":"3501215732494064"},"themes":[],"htmlText":"美国🇺🇸的统计📉数据还有多少可信度？明天一修正，可能又是另外一番景象。这种不确定性越来越像东大了，讨厌👎","listText":"美国🇺🇸的统计📉数据还有多少可信度？明天一修正，可能又是另外一番景象。这种不确定性越来越像东大了，讨厌👎","text":"美国🇺🇸的统计📉数据还有多少可信度？明天一修正，可能又是另外一番景象。这种不确定性越来越像东大了，讨厌👎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467604565782600","repostId":"1113870952","repostType":4,"repost":{"id":"1113870952","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":1755174626,"share":"https://www.laohu8.com/m/news/1113870952?lang=&edition=full","pubTime":"2025-08-14 20:30","market":"us","language":"zh","title":"美国7月PPI高于预期，美股期指下挫，大型科技股盘前股价跳水","url":"https://stock-news.laohu8.com/highlight/detail?id=1113870952","media":"老虎资讯综合","summary":"前值增长2.3%。","content":"<html><head></head><body><p>美国7月PPI年率为3.3%，大幅超出市场预期的2.5%，为2月以来高位。</p><p>美国7月PPI月率录得0.9%，为2022年6月以来最大增幅，预期0.20%。</p><p>美国7月核心PPI年率 3.7%，预期2.9%，前值2.60%。</p><p>美国7月核心PPI月率 0.9%，预期0.20%，前值0.00%。</p><blockquote><p>报告显示，尽管今年上半年需求疲软，但企业正在调整商品和服务的定价，以帮助抵消与美国提高关税相关的成本。企业将多少关税成本转嫁给消费者，将成为影响未来利率走向的关键因素。</p></blockquote><p>美国至8月9日当周初请失业金人数 22.4万人，预期22.8万人，前值由22.6万人修正为22.7万人。</p><p>美国至8月2日当周续请失业金人数 195.3万人，预期196.4万人，前值由197.4万人修正为196.8万人。</p><blockquote><p>相对较低的初请数量表明，雇主并没有大规模裁员。此外，续请失业金人数降至195万人。过去几个月，这一数字一直徘徊在2021年以来的最高水平附近，这表明许多失业的美国人发现很难找到工作。</p></blockquote><p>数据公布后，<strong>利率期货交易员减少美联储降息押注。美股三大指数期货快速下挫，大型科技股盘前股价直线跳水。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a30a3ab03b470001a154a7126ff263e9\" title=\"\" tg-width=\"416\" tg-height=\"530\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d61d6328c4b8c8cb7199340ef975418f\" title=\"\" tg-width=\"1316\" tg-height=\"588\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a8858829205ca43952ad8849aa0ac26\" title=\"\" tg-width=\"1380\" tg-height=\"579\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国7月PPI高于预期，美股期指下挫，大型科技股盘前股价跳水</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美国7月PPI高于预期，美股期指下挫，大型科技股盘前股价跳水\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\">2025-08-14 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国7月PPI年率为3.3%，大幅超出市场预期的2.5%，为2月以来高位。</p><p>美国7月PPI月率录得0.9%，为2022年6月以来最大增幅，预期0.20%。</p><p>美国7月核心PPI年率 3.7%，预期2.9%，前值2.60%。</p><p>美国7月核心PPI月率 0.9%，预期0.20%，前值0.00%。</p><blockquote><p>报告显示，尽管今年上半年需求疲软，但企业正在调整商品和服务的定价，以帮助抵消与美国提高关税相关的成本。企业将多少关税成本转嫁给消费者，将成为影响未来利率走向的关键因素。</p></blockquote><p>美国至8月9日当周初请失业金人数 22.4万人，预期22.8万人，前值由22.6万人修正为22.7万人。</p><p>美国至8月2日当周续请失业金人数 195.3万人，预期196.4万人，前值由197.4万人修正为196.8万人。</p><blockquote><p>相对较低的初请数量表明，雇主并没有大规模裁员。此外，续请失业金人数降至195万人。过去几个月，这一数字一直徘徊在2021年以来的最高水平附近，这表明许多失业的美国人发现很难找到工作。</p></blockquote><p>数据公布后，<strong>利率期货交易员减少美联储降息押注。美股三大指数期货快速下挫，大型科技股盘前股价直线跳水。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a30a3ab03b470001a154a7126ff263e9\" title=\"\" tg-width=\"416\" tg-height=\"530\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d61d6328c4b8c8cb7199340ef975418f\" title=\"\" tg-width=\"1316\" tg-height=\"588\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a8858829205ca43952ad8849aa0ac26\" title=\"\" tg-width=\"1380\" tg-height=\"579\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f37897d88350d145d1bc063c27734fab","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113870952","content_text":"美国7月PPI年率为3.3%，大幅超出市场预期的2.5%，为2月以来高位。美国7月PPI月率录得0.9%，为2022年6月以来最大增幅，预期0.20%。美国7月核心PPI年率 3.7%，预期2.9%，前值2.60%。美国7月核心PPI月率 0.9%，预期0.20%，前值0.00%。报告显示，尽管今年上半年需求疲软，但企业正在调整商品和服务的定价，以帮助抵消与美国提高关税相关的成本。企业将多少关税成本转嫁给消费者，将成为影响未来利率走向的关键因素。美国至8月9日当周初请失业金人数 22.4万人，预期22.8万人，前值由22.6万人修正为22.7万人。美国至8月2日当周续请失业金人数 195.3万人，预期196.4万人，前值由197.4万人修正为196.8万人。相对较低的初请数量表明，雇主并没有大规模裁员。此外，续请失业金人数降至195万人。过去几个月，这一数字一直徘徊在2021年以来的最高水平附近，这表明许多失业的美国人发现很难找到工作。数据公布后，利率期货交易员减少美联储降息押注。美股三大指数期货快速下挫，大型科技股盘前股价直线跳水。","news_type":1,"symbols_score_info":{"ESmain":1,"YMmain":1,"NQmain":1}},"isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466832082084384,"gmtCreate":1754989244273,"gmtModify":1754989997771,"author":{"id":"3501215732494064","authorId":"3501215732494064","name":"好好at美国","avatar":"https://static.tigerbbs.com/d0d04a2077a2ec480e94d103c15bae55","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3501215732494064","idStr":"3501215732494064"},"themes":[],"htmlText":"上一个👻故事是特斯拉摄像头危害国家安全……","listText":"上一个👻故事是特斯拉摄像头危害国家安全……","text":"上一个👻故事是特斯拉摄像头危害国家安全……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466832082084384","repostId":"1199873075","repostType":2,"repost":{"id":"1199873075","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":1754979207,"share":"https://www.laohu8.com/m/news/1199873075?lang=&edition=full","pubTime":"2025-08-12 14:13","market":"us","language":"zh","title":"市场消息：中国官方建议国内企业避免使用英伟达H20芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=1199873075","media":"老虎资讯综合","summary":"8月12日，彭博引述知情人士表示，中国官方建议国内企业避免使用$英伟达(NVDA)$的H20芯片，尤其是服务政府部门的应用场景。知情人士称，政府部门近几周陆续向一些公司发函，督促避免使用性能并不领先的H20芯片。在表述中，相关部门对在政府或者国家安全相关领域使用H20芯片尤其反对，不管涉及的企业是国资还是民企背景；对于H20用于一般商业业务，相关部门也不鼓励，但措词相对温和。","content":"<html><head></head><body><p>8月12日，彭博引述知情人士表示，中国官方建议国内企业避免使用<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的H20芯片，尤其是服务政府部门的应用场景。</p><p>知情人士称，政府部门近几周陆续向一些公司发函，督促避免使用性能并不领先的H20芯片。在表述中，相关部门对在政府或者国家安全相关领域使用H20芯片尤其反对，不管涉及的企业是国资还是民企背景；对于H20用于一般商业业务，相关部门也不鼓励，但措词相对温和。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8f14df1eae5eef0cec56ec802da9fd3\" title=\"\" tg-width=\"1134\" tg-height=\"808\"/></p><p>其中一位知情人士表示，中国此举还波及了超微半导体(AMD)芯片，但不清楚有没有函件具体提到AMD的MI308芯片。</p><p>知情人士表示，在与企业的沟通中，政府部门提出一系列问题，包括询问企业为何选择购买H20芯片，而不是国产替代品，优先采用H20芯片是否必要，以及是否发现过H20芯片存在安全问题。</p><p>中国官方媒体近日对H20处理器的安全性和可靠性提出质疑。中国监管部门还为此约谈英伟达，要求其就对华销售的H20算力芯片漏洞后门安全风险问题进行说明并提交相关证明材料。英伟达一再否认其芯片存在任何“后门”。</p><p>据另一知情人士指出，政府针对英伟达和AMD的严格指导有可能延伸至更多领域，目前相关讨论仍处于初步阶段。</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>市场消息：中国官方建议国内企业避免使用英伟达H20芯片</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市场消息：中国官方建议国内企业避免使用英伟达H20芯片\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\">2025-08-12 14:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月12日，彭博引述知情人士表示，中国官方建议国内企业避免使用<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的H20芯片，尤其是服务政府部门的应用场景。</p><p>知情人士称，政府部门近几周陆续向一些公司发函，督促避免使用性能并不领先的H20芯片。在表述中，相关部门对在政府或者国家安全相关领域使用H20芯片尤其反对，不管涉及的企业是国资还是民企背景；对于H20用于一般商业业务，相关部门也不鼓励，但措词相对温和。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8f14df1eae5eef0cec56ec802da9fd3\" title=\"\" tg-width=\"1134\" tg-height=\"808\"/></p><p>其中一位知情人士表示，中国此举还波及了超微半导体(AMD)芯片，但不清楚有没有函件具体提到AMD的MI308芯片。</p><p>知情人士表示，在与企业的沟通中，政府部门提出一系列问题，包括询问企业为何选择购买H20芯片，而不是国产替代品，优先采用H20芯片是否必要，以及是否发现过H20芯片存在安全问题。</p><p>中国官方媒体近日对H20处理器的安全性和可靠性提出质疑。中国监管部门还为此约谈英伟达，要求其就对华销售的H20算力芯片漏洞后门安全风险问题进行说明并提交相关证明材料。英伟达一再否认其芯片存在任何“后门”。</p><p>据另一知情人士指出，政府针对英伟达和AMD的严格指导有可能延伸至更多领域，目前相关讨论仍处于初步阶段。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","AMD":"美国超微公司","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK4554":"元宇宙及AR概念","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4527":"明星科技股","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","BK4587":"ChatGPT概念","NVDA":"英伟达","BK4612":"AI芯片"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199873075","content_text":"8月12日，彭博引述知情人士表示，中国官方建议国内企业避免使用英伟达的H20芯片，尤其是服务政府部门的应用场景。知情人士称，政府部门近几周陆续向一些公司发函，督促避免使用性能并不领先的H20芯片。在表述中，相关部门对在政府或者国家安全相关领域使用H20芯片尤其反对，不管涉及的企业是国资还是民企背景；对于H20用于一般商业业务，相关部门也不鼓励，但措词相对温和。其中一位知情人士表示，中国此举还波及了超微半导体(AMD)芯片，但不清楚有没有函件具体提到AMD的MI308芯片。知情人士表示，在与企业的沟通中，政府部门提出一系列问题，包括询问企业为何选择购买H20芯片，而不是国产替代品，优先采用H20芯片是否必要，以及是否发现过H20芯片存在安全问题。中国官方媒体近日对H20处理器的安全性和可靠性提出质疑。中国监管部门还为此约谈英伟达，要求其就对华销售的H20算力芯片漏洞后门安全风险问题进行说明并提交相关证明材料。英伟达一再否认其芯片存在任何“后门”。据另一知情人士指出，政府针对英伟达和AMD的严格指导有可能延伸至更多领域，目前相关讨论仍处于初步阶段。","news_type":1,"symbols_score_info":{"NVDA":1,"AMD":1.1}},"isVote":1,"tweetType":1,"viewCount":922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}