社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
雨泊
IP属地:广东
+关注
帖子 · 33
帖子 · 33
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
雨泊
雨泊
·
02-27 10:19
$海致科技集团(02706)$
垃圾
看
140
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
雨泊
雨泊
·
02-26 23:40
$阿里巴巴(BABA)$
最近有点低迷啊,感觉整个科创都被拖拉
看
162
回复
评论
点赞
2
编组 21备份 2
分享
举报
雨泊
雨泊
·
02-24
主要是没啥搞的,都很弱
无视海外“AI恐慌”,中国市场狂炒AI赢家
同一个AI,截然相反的命运。美国市场陷入"恐慌性抛售",中国投资者疯狂追捧:智谱AI一度暴涨524%,MiniMax一度飙升488%。分歧本质是美国投资者焦虑于丰厚利润池面临竞争威胁,而中国关注的仍是市场渗透。
无视海外“AI恐慌”,中国市场狂炒AI赢家
看
2
回复
评论
点赞
1
编组 21备份 2
分享
举报
雨泊
雨泊
·
02-24
$卧安机器人(06600)$
这个有点垃圾啊啊啊啊啊啊
看
117
回复
评论
点赞
1
编组 21备份 2
分享
举报
雨泊
雨泊
·
02-24
$智谱(02513)$
真的很离谱…跌宕起伏,心惊
看
143
回复
评论
点赞
2
编组 21备份 2
分享
举报
雨泊
雨泊
·
02-24
$海致科技集团(02706)$
同类大哥们都起飞了
看
187
回复
评论
点赞
2
编组 21备份 2
分享
举报
雨泊
雨泊
·
02-23
$海致科技集团(02706)$
看
9
回复
评论
点赞
1
编组 21备份 2
分享
举报
雨泊
雨泊
·
01-27
$银诺医药-B(02591)$
为啥一下就48
看
297
回复
评论
点赞
1
编组 21备份 2
分享
举报
雨泊
雨泊
·
01-09
$智谱(02513)$
卖早了[财迷]
看
427
回复
评论
点赞
1
编组 21备份 2
分享
举报
雨泊
雨泊
·
2025-08-05
$华虹半导体(01347)$
看
1,002
回复
评论
点赞
1
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3534397979195857","uuid":"3534397979195857","gmtCreate":1573872244547,"gmtModify":1638201795683,"name":"雨泊","pinyin":"ybyubo","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/282057986a018fbca0e62f0f86c0c140","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":3,"headSize":79,"tweetSize":33,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":2,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":16,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.09","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.95%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.45%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":6,"crmLevelSwitch":0,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":9,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":537140352524368,"gmtCreate":1772158745263,"gmtModify":1772159370659,"author":{"id":"3534397979195857","authorId":"3534397979195857","name":"雨泊","avatar":"https://static.tigerbbs.com/282057986a018fbca0e62f0f86c0c140","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534397979195857","authorIdStr":"3534397979195857"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02706\">$海致科技集团(02706)$ </a> 垃圾","listText":"<a href=\"https://laohu8.com/S/02706\">$海致科技集团(02706)$ </a> 垃圾","text":"$海致科技集团(02706)$ 垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537140352524368","isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536983484588312,"gmtCreate":1772120434773,"gmtModify":1772120436953,"author":{"id":"3534397979195857","authorId":"3534397979195857","name":"雨泊","avatar":"https://static.tigerbbs.com/282057986a018fbca0e62f0f86c0c140","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534397979195857","authorIdStr":"3534397979195857"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> 最近有点低迷啊,感觉整个科创都被拖拉","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> 最近有点低迷啊,感觉整个科创都被拖拉","text":"$阿里巴巴(BABA)$ 最近有点低迷啊,感觉整个科创都被拖拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536983484588312","isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536126250050704,"gmtCreate":1771911175355,"gmtModify":1771911177538,"author":{"id":"3534397979195857","authorId":"3534397979195857","name":"雨泊","avatar":"https://static.tigerbbs.com/282057986a018fbca0e62f0f86c0c140","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534397979195857","authorIdStr":"3534397979195857"},"themes":[],"title":"","htmlText":"主要是没啥搞的,都很弱","listText":"主要是没啥搞的,都很弱","text":"主要是没啥搞的,都很弱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536126250050704","repostId":"2613422265","repostType":2,"repost":{"id":"2613422265","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":1771801351,"share":"https://www.laohu8.com/m/news/2613422265?lang=zh_CN&edition=full","pubTime":"2026-02-23 07:02","market":"other","language":"zh","title":"无视海外“AI恐慌”,中国市场狂炒AI赢家","url":"https://stock-news.laohu8.com/highlight/detail?id=2613422265","media":"华尔街见闻","summary":"同一个AI,截然相反的命运。美国市场陷入\"恐慌性抛售\",中国投资者疯狂追捧:智谱AI一度暴涨524%,MiniMax一度飙升488%。分歧本质是美国投资者焦虑于丰厚利润池面临竞争威胁,而中国关注的仍是市场渗透。","content":"<html><head></head><body><blockquote><p>同一个AI,截然相反的命运。美国市场陷入"恐慌性抛售",中国投资者疯狂追捧:智谱AI一度暴涨524%,MiniMax一度飙升488%。分歧本质是美国投资者焦虑于丰厚利润池面临竞争威胁,而中国关注的仍是市场渗透。</p></blockquote><p style=\"text-align: left;\">当美国市场陷入"AI恐慌交易",投资者抛售软件公司和财富管理机构之际,中国投资者却在大举追捧人工智能概念股。这种截然不同的市场情绪反映出两地投资者对AI技术的根本性分歧:美国担忧既有商业模式被颠覆,中国则聚焦于增长机遇和降本潜力。</p><p style=\"text-align: left;\">本月发布新模型或升级现有产品的国内公司成为投资者宠儿。MiniMax和智谱AI最为典型,两家公司股价在2月均翻倍。摩根士丹利等华尔街投行的看涨评级进一步推高市场热情,纯AI概念股正从传统互联网巨头手中抢夺资金。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f66a9ce5a95c55fc661f1ecf512ba1d\" tg-width=\"1358\" tg-height=\"1002\"/></p><p style=\"text-align: left;\">这种市场分化背后是投资逻辑的差异。盛宝市场首席投资策略师Charu Chanana表示,<strong>中国市场仍专注于AI能带来什么帮助,而非它会从现有企业手中夺走什么。美国投资者焦虑于丰厚利润池面临竞争威胁,而中国关注的仍是市场渗透。</strong></p><h2 id=\"id_235728084\" style=\"text-align: left;\">新上市AI股领涨</h2><p style=\"text-align: left;\">MiniMax和智谱AI受到投资者青睐,部分原因在于全球范围内构建大模型的上市公司稀缺。两家公司均于1月在香港上市,智谱AI股价此后一度飙升524%,MiniMax大涨488%。相比之下,被视为行业先驱的OpenAI和Anthropic仍未上市。</p><p style=\"text-align: left;\">其他近期上市的中国AI相关股票同样表现强劲。芯片设计商壁仞科技自1月2日上市以来涨幅超80%,澜起科技自2月9日挂牌以来飙升逾98%。</p><p style=\"text-align: left;\">国内公司还受益于光环效应,两家美国企业的私募融资轮次显示估值持续攀升,OpenAI接近以超过8500亿美元估值融资逾1000亿美元,而Anthropic在2月初以3800亿美元估值融资300亿美元。</p><h2 id=\"id_3774993577\" style=\"text-align: left;\">技术突破提振估值</h2><p style=\"text-align: left;\"><strong>新模型发布和融资数据推动了估值重估。</strong>Jefferies分析师Edison Lee等人在2月13日研报中写道:"中国AI估值存在上行空间。"</p><p style=\"text-align: left;\">智谱AI近期发布的最新大语言模型GLM-5在基准测试网站Artificial Analysis上超越Moonshot AI数周前推出的竞品,成为全球开源模型榜首。据Jefferies研报,这是中国AI实验室有史以来取得的最高排名。</p><p style=\"text-align: left;\">部分市场热情与DeepSeek有关,市场预计DeepSeek很快将发布下一代模型,可能提振整个板块。市场还预期,DeepSeek等中国AI模型的成本竞争力可能加速用户采纳。</p><p style=\"text-align: left;\">目前国内投资者将每一项AI新进展视为催化剂,不仅利好开发者,也惠及新工具的使用者。字节跳动近期推出视频制作应用,引发影视传媒股集体上涨。</p><p style=\"text-align: left;\">Allspring Global Investments投资组合经理Gary Tan表示:"中国市场参与者与全球投资者的分歧反映出中国AI格局在结构上的独特性。"不过部分市场观察人士警告,如果盈利增长无法跟上投资者乐观情绪,估值重估可能难以持续。</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>无视海外“AI恐慌”,中国市场狂炒AI赢家</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无视海外“AI恐慌”,中国市场狂炒AI赢家\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-23 07:02 北京时间 <a href=https://wallstreetcn.com/articles/3765955><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>同一个AI,截然相反的命运。美国市场陷入\"恐慌性抛售\",中国投资者疯狂追捧:智谱AI一度暴涨524%,MiniMax一度飙升488%。分歧本质是美国投资者焦虑于丰厚利润池面临竞争威胁,而中国关注的仍是市场渗透。当美国市场陷入\"AI恐慌交易\",投资者抛售软件公司和财富管理机构之际,中国投资者却在大举追捧人工智能概念股。这种截然不同的市场情绪反映出两地投资者对AI技术的根本性分歧:美国担忧既有商业模式...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3765955\">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/720e235096bda02063b992bc6bad73ae","relate_stocks":{"159819":"AI智能","BK4504":"桥水持仓","ASHS":"德银沪深中证500指数ETF","MCHI":"中国ETF-iShares MSCI","CQQQ":"中国科技指数ETF-Guggenheim","BK4614":"Manus概念股","CWEB":"两倍做多沪深中国互联网股票ETF-Direxion","02513":"智谱","00100":"MINIMAX-WP","BK4588":"碎股","DRAG":"中国龙ETF-Roundhill","KWEB":"中国海外互联网ETF-KraneShares","BK4585":"ETF&股票定投概念","ASHR":"德银沪深300指数ETF","LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC"},"source_url":"https://wallstreetcn.com/articles/3765955","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2613422265","content_text":"同一个AI,截然相反的命运。美国市场陷入\"恐慌性抛售\",中国投资者疯狂追捧:智谱AI一度暴涨524%,MiniMax一度飙升488%。分歧本质是美国投资者焦虑于丰厚利润池面临竞争威胁,而中国关注的仍是市场渗透。当美国市场陷入\"AI恐慌交易\",投资者抛售软件公司和财富管理机构之际,中国投资者却在大举追捧人工智能概念股。这种截然不同的市场情绪反映出两地投资者对AI技术的根本性分歧:美国担忧既有商业模式被颠覆,中国则聚焦于增长机遇和降本潜力。本月发布新模型或升级现有产品的国内公司成为投资者宠儿。MiniMax和智谱AI最为典型,两家公司股价在2月均翻倍。摩根士丹利等华尔街投行的看涨评级进一步推高市场热情,纯AI概念股正从传统互联网巨头手中抢夺资金。这种市场分化背后是投资逻辑的差异。盛宝市场首席投资策略师Charu Chanana表示,中国市场仍专注于AI能带来什么帮助,而非它会从现有企业手中夺走什么。美国投资者焦虑于丰厚利润池面临竞争威胁,而中国关注的仍是市场渗透。新上市AI股领涨MiniMax和智谱AI受到投资者青睐,部分原因在于全球范围内构建大模型的上市公司稀缺。两家公司均于1月在香港上市,智谱AI股价此后一度飙升524%,MiniMax大涨488%。相比之下,被视为行业先驱的OpenAI和Anthropic仍未上市。其他近期上市的中国AI相关股票同样表现强劲。芯片设计商壁仞科技自1月2日上市以来涨幅超80%,澜起科技自2月9日挂牌以来飙升逾98%。国内公司还受益于光环效应,两家美国企业的私募融资轮次显示估值持续攀升,OpenAI接近以超过8500亿美元估值融资逾1000亿美元,而Anthropic在2月初以3800亿美元估值融资300亿美元。技术突破提振估值新模型发布和融资数据推动了估值重估。Jefferies分析师Edison Lee等人在2月13日研报中写道:\"中国AI估值存在上行空间。\"智谱AI近期发布的最新大语言模型GLM-5在基准测试网站Artificial Analysis上超越Moonshot AI数周前推出的竞品,成为全球开源模型榜首。据Jefferies研报,这是中国AI实验室有史以来取得的最高排名。部分市场热情与DeepSeek有关,市场预计DeepSeek很快将发布下一代模型,可能提振整个板块。市场还预期,DeepSeek等中国AI模型的成本竞争力可能加速用户采纳。目前国内投资者将每一项AI新进展视为催化剂,不仅利好开发者,也惠及新工具的使用者。字节跳动近期推出视频制作应用,引发影视传媒股集体上涨。Allspring Global Investments投资组合经理Gary Tan表示:\"中国市场参与者与全球投资者的分歧反映出中国AI格局在结构上的独特性。\"不过部分市场观察人士警告,如果盈利增长无法跟上投资者乐观情绪,估值重估可能难以持续。","news_type":1,"symbols_score_info":{"159819":1.86,"ASHS":0.6,"DRAG":0.6,"ASHR":0.6,"CQQQ":0.6,"CWEB":0.6,"MCHI":0.6,"02513":2,"00100":2,"KWEB":0.6}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536094389937552,"gmtCreate":1771903310068,"gmtModify":1771903348069,"author":{"id":"3534397979195857","authorId":"3534397979195857","name":"雨泊","avatar":"https://static.tigerbbs.com/282057986a018fbca0e62f0f86c0c140","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534397979195857","authorIdStr":"3534397979195857"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06600\">$卧安机器人(06600)$ </a> 这个有点垃圾啊啊啊啊啊啊","listText":"<a href=\"https://laohu8.com/S/06600\">$卧安机器人(06600)$ </a> 这个有点垃圾啊啊啊啊啊啊","text":"$卧安机器人(06600)$ 这个有点垃圾啊啊啊啊啊啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536094389937552","isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536132867481944,"gmtCreate":1771902978339,"gmtModify":1771902980393,"author":{"id":"3534397979195857","authorId":"3534397979195857","name":"雨泊","avatar":"https://static.tigerbbs.com/282057986a018fbca0e62f0f86c0c140","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534397979195857","authorIdStr":"3534397979195857"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a> 真的很离谱…跌宕起伏,心惊","listText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a> 真的很离谱…跌宕起伏,心惊","text":"$智谱(02513)$ 真的很离谱…跌宕起伏,心惊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536132867481944","isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536077592736736,"gmtCreate":1771899294237,"gmtModify":1771899296428,"author":{"id":"3534397979195857","authorId":"3534397979195857","name":"雨泊","avatar":"https://static.tigerbbs.com/282057986a018fbca0e62f0f86c0c140","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534397979195857","authorIdStr":"3534397979195857"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02706\">$海致科技集团(02706)$ </a> 同类大哥们都起飞了","listText":"<a href=\"https://laohu8.com/S/02706\">$海致科技集团(02706)$ </a> 同类大哥们都起飞了","text":"$海致科技集团(02706)$ 同类大哥们都起飞了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536077592736736","isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":535786336174328,"gmtCreate":1771828181516,"gmtModify":1771828183069,"author":{"id":"3534397979195857","authorId":"3534397979195857","name":"雨泊","avatar":"https://static.tigerbbs.com/282057986a018fbca0e62f0f86c0c140","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534397979195857","authorIdStr":"3534397979195857"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02706\">$海致科技集团(02706)$ </a> ","listText":"<a href=\"https://laohu8.com/S/02706\">$海致科技集团(02706)$ </a> ","text":"$海致科技集团(02706)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/535786336174328","isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526145613235528,"gmtCreate":1769478467103,"gmtModify":1769478468852,"author":{"id":"3534397979195857","authorId":"3534397979195857","name":"雨泊","avatar":"https://static.tigerbbs.com/282057986a018fbca0e62f0f86c0c140","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534397979195857","authorIdStr":"3534397979195857"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02591\">$银诺医药-B(02591)$ </a> 为啥一下就48","listText":"<a href=\"https://laohu8.com/S/02591\">$银诺医药-B(02591)$ </a> 为啥一下就48","text":"$银诺医药-B(02591)$ 为啥一下就48","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526145613235528","isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519997513417104,"gmtCreate":1767924962936,"gmtModify":1767924964652,"author":{"id":"3534397979195857","authorId":"3534397979195857","name":"雨泊","avatar":"https://static.tigerbbs.com/282057986a018fbca0e62f0f86c0c140","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534397979195857","authorIdStr":"3534397979195857"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a> 卖早了[财迷] ","listText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a> 卖早了[财迷] ","text":"$智谱(02513)$ 卖早了[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519997513417104","isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464215103242448,"gmtCreate":1754358874957,"gmtModify":1754358875656,"author":{"id":"3534397979195857","authorId":"3534397979195857","name":"雨泊","avatar":"https://static.tigerbbs.com/282057986a018fbca0e62f0f86c0c140","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534397979195857","authorIdStr":"3534397979195857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01347\">$华虹半导体(01347)$ </a><v-v data-views=\"0\"></v-v> ","listText":"<a href=\"https://laohu8.com/S/01347\">$华虹半导体(01347)$ </a><v-v data-views=\"0\"></v-v> ","text":"$华虹半导体(01347)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464215103242448","isVote":1,"tweetType":1,"viewCount":1002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}