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BenBina
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BenBina
BenBina
·
07-13 22:24
有ark女巫接盘
异动解读｜SpaceX跌超5%，解禁压力与估值分歧持续压制股价再创上市新低
7月13日，SpaceX盘中下跌3.01%，报140.38美元，成交额19.2亿美元，股价再度刷新上市以来新低，较6月16日历史高点225.64美元累计回落逾37%。尽管FAA已结束星舰第12次飞行异常调查、第13次试飞即将进行等利好释放，但未能扭转市场对高估值与持续亏损的谨慎情绪。
异动解读｜SpaceX跌超5%，解禁压力与估值分歧持续压制股价再创上市新低
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BenBina
BenBina
·
07-13 17:57
然并卵。明年就能见到2022年80块的你
Meta再砸400亿美元，加码路易斯安那州数据中心
7月13日，META宣布将追加400亿美元投资路易斯安那州数据中心，$Meta(META)$正在将该数据中心扩展至5GW的计算容量。Meta承担数据中心所用能源、水资源及相关基础设施的全部成本。Meta最近与Entergy的协议将资助七座新的天然气发电厂、三座电网规模电池、核电升级率及其他采购电力。
Meta再砸400亿美元，加码路易斯安那州数据中心
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BenBina
BenBina
·
07-13 17:35
$南方两倍做多海力士(07709)$
每天成交近200亿，每天岂不是很多机构背埋？？！
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BenBina
BenBina
·
07-13 16:30
$SK海力士(SKHY)$
美股上市就是一个错误
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BenBina
BenBina
·
07-11 23:02
$智谱(02513)$
能不能开通期权交易？？
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BenBina
BenBina
·
07-10
$CrowdStrike Holdings, Inc.(CRWD)$
这个沙币什么时候逃走的？居然拆股了。那以后玩期权就没意思了
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BenBina
BenBina
·
07-10
$SK海力士-WI(SKHYV)$
别墨迹，不然都去买美光了
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BenBina
BenBina
·
07-10
$SpaceX(SPCX)$
只讲故事是没用的。要拿出真刀真枪才行
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BenBina
BenBina
·
07-10
$奈飞(NFLX)$
看来财报肯定是要跪了，加点put吧
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BenBina
BenBina
·
07-10
$Meta Platforms, Inc.(META)$
何德何能沙币
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left;\">（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p><p style=\"text-align: left;\"></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>异动解读｜SpaceX跌超5%，解禁压力与估值分歧持续压制股价再创上市新低</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{ 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}\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异动解读｜SpaceX跌超5%，解禁压力与估值分歧持续压制股价再创上市新低\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059448697\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-07-13 22:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">7月13日，SpaceX盘中跌超5%，报137.68美元，成交额超30亿美元，股价再度刷新上市以来新低，较6月16日历史高点225.64美元累计回落逾37%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db85fee4517bf4cddbe50387046a0dad\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: left;\">消息面上，该股持续承压主因包括：一是上市时实际可流通股比例不足5%，内部人士限售股份将在未来数周分批解禁，抛压预期显著；二是全股票收购Cursor导致现有股东持股被稀释约3.4%；三是华尔街估值分歧极端扩大，目标价从131美元到900美元不等，信用市场亦传递担忧信号，其2036年到期债券利差已升至1.57个百分点，远高于同评级电信债券约0.9个百分点的水平。尽管FAA已结束星舰第12次飞行异常调查、第13次试飞即将进行等利好释放，但未能扭转市场对高估值与持续亏损的谨慎情绪。</p><p style=\"text-align: left;\">（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f16a7a67d0d2e6f1e72c43b8fe10d226","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109561203","content_text":"7月13日，SpaceX盘中跌超5%，报137.68美元，成交额超30亿美元，股价再度刷新上市以来新低，较6月16日历史高点225.64美元累计回落逾37%。消息面上，该股持续承压主因包括：一是上市时实际可流通股比例不足5%，内部人士限售股份将在未来数周分批解禁，抛压预期显著；二是全股票收购Cursor导致现有股东持股被稀释约3.4%；三是华尔街估值分歧极端扩大，目标价从131美元到900美元不等，信用市场亦传递担忧信号，其2036年到期债券利差已升至1.57个百分点，远高于同评级电信债券约0.9个百分点的水平。尽管FAA已结束星舰第12次飞行异常调查、第13次试飞即将进行等利好释放，但未能扭转市场对高估值与持续亏损的谨慎情绪。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"SPCX":1}},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":585339493074064,"gmtCreate":1783936642135,"gmtModify":1783937382480,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"title":"","htmlText":"然并卵。明年就能见到2022年80块的你","listText":"然并卵。明年就能见到2022年80块的你","text":"然并卵。明年就能见到2022年80块的你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/585339493074064","repostId":"1161953601","repostType":4,"repost":{"id":"1161953601","kind":"news","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":1783935514,"share":"https://www.laohu8.com/m/news/1161953601?lang=zh_CN&edition=full","pubTime":"2026-07-13 17:38","market":"us","language":"zh","title":"Meta再砸400亿美元，加码路易斯安那州数据中心","url":"https://stock-news.laohu8.com/highlight/detail?id=1161953601","media":"华尔街见闻","summary":"7月13日，META宣布将追加400亿美元投资路易斯安那州数据中心，$Meta(META)$正在将该数据中心扩展至5GW的计算容量。Meta承担数据中心所用能源、水资源及相关基础设施的全部成本。Meta最近与Entergy的协议将资助七座新的天然气发电厂、三座电网规模电池、核电升级率及其他采购电力。","content":"<html><head></head><body><blockquote><p>Meta将路易斯安那州Hyperion数据中心投资从100亿美元增至500亿美元，打造5吉瓦算力、占地3200英亩的全球最大AI数据中心之一。</p></blockquote><p style=\"text-align: justify;\">Meta正在进一步加码AI基础设施建设。</p><p style=\"text-align: justify;\">据报道，当地时间周日，<strong>Meta宣布将大幅扩建位于美国路易斯安那州里奇兰教区的Hyperion数据中心项目，把总投资规模由2024年公布时的100亿美元提高至最高500亿美元，相当于新增投资400亿美元。</strong>这意味着，该项目将跻身全球规模最大的AI数据中心之一，也使路易斯安那州成为Meta AI战略的重要落点。</p><p style=\"text-align: justify;\">随着项目规模急剧扩张，Hyperion的计算能力将提升至5吉瓦，占地面积超过3200英亩，预计带动7500个建设岗位和1000个长期就业岗位。不过，庞大的能源需求及其对当地社区的影响，也引发外界对于电网、电价和基础设施承载能力的关注。</p><h2 id=\"id_3940501718\">投资翻五倍，打造5GW超大AI数据中心</h2><p style=\"text-align: justify;\">Hyperion项目最初于2024年公布，规划投资100亿美元、建筑面积约400万平方英尺。本轮扩建后的园区占地超过3200英亩，约相当于纽约中央公园面积的四倍，计算能力提升至5吉瓦，成为Meta布局AI算力基础设施的重要项目。</p><p style=\"text-align: justify;\"><strong>Meta总裁Dina Powell McCormick表示，这项投资对公司具有重要意义，Meta希望长期成为路易斯安那州的重要投资者。</strong></p><p style=\"text-align: justify;\">事实上，扩建信号此前已有迹象。今年早些时候，Meta已在项目西侧继续收购约1400英亩农地；今年3月，当地公用事业公司Entergy还向监管机构申请建设新增天然气电厂、太阳能及储能设施，合计新增发电能力4.5吉瓦，以满足数据中心未来的用电需求。</p><h2 id=\"id_2188420618\">AI算力扩张带来能源压力</h2><p style=\"text-align: justify;\">如此庞大的数据中心也意味着巨大的能源消耗。围绕Hyperion项目，消费者团体担忧，新建发电设施最终可能推高当地居民电价。</p><p style=\"text-align: justify;\">对此，Meta表示，<strong>将承担美国大型能源公司Entergy新建10座发电设施的建设成本，并为2.5吉瓦新增可再生能源、约240英里输电线路以及电池储能系统提供资金</strong>，希望在满足自身需求的同时改善当地电网。</p><p style=\"text-align: justify;\">路易斯安那州州长Jeff Landry也表示，<strong>希望Meta、州政府与Entergy之间的合作模式能够成为未来大型数据中心项目的范例</strong>。今年6月，州政府已要求制定新的数据中心开发规则，以确保未来相关发电设施的建设成本不会转嫁给普通居民。</p><h2 id=\"id_812078174\">就业、基建和税收激励同步加码</h2><p style=\"text-align: justify;\">随着项目扩建，Hyperion预计建设阶段就业岗位将由此前规划增加约50%，达到约7500个；全面投运后，永久岗位也将翻倍至1000个，预计2036年全部建成。</p><p style=\"text-align: justify;\"><strong>Meta还宣布，将投入约10亿美元用于当地道路、供水及污水处理等基础设施升级，并向当地教育机构提供超过500万美元支持。</strong>其中，包括向路易斯安那三角洲社区学院捐赠500万美元，用于培训数据中心相关技术人才，并向新奥尔良职业培训机构提供25万美元资金。</p><p style=\"text-align: justify;\"><strong>与此同时，Meta继续获得州政府提供的大力度税收优惠。</strong></p><p style=\"text-align: justify;\">根据新的PILOT（替代税款协议），若Meta在2032年前创造300个年薪不低于州平均工资150%（约9.3万美元）的永久岗位，可获得60%的地方房产税减免；若岗位增加至500个，减免比例将进一步提高至80%。此外，数据中心建设涉及的服务器、冷却系统、电力设备及建设支出，仍可享受州及地方销售税100%豁免。</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>Meta再砸400亿美元，加码路易斯安那州数据中心</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\">\nMeta再砸400亿美元，加码路易斯安那州数据中心\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-13 17:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>Meta将路易斯安那州Hyperion数据中心投资从100亿美元增至500亿美元，打造5吉瓦算力、占地3200英亩的全球最大AI数据中心之一。</p></blockquote><p style=\"text-align: justify;\">Meta正在进一步加码AI基础设施建设。</p><p style=\"text-align: justify;\">据报道，当地时间周日，<strong>Meta宣布将大幅扩建位于美国路易斯安那州里奇兰教区的Hyperion数据中心项目，把总投资规模由2024年公布时的100亿美元提高至最高500亿美元，相当于新增投资400亿美元。</strong>这意味着，该项目将跻身全球规模最大的AI数据中心之一，也使路易斯安那州成为Meta AI战略的重要落点。</p><p style=\"text-align: justify;\">随着项目规模急剧扩张，Hyperion的计算能力将提升至5吉瓦，占地面积超过3200英亩，预计带动7500个建设岗位和1000个长期就业岗位。不过，庞大的能源需求及其对当地社区的影响，也引发外界对于电网、电价和基础设施承载能力的关注。</p><h2 id=\"id_3940501718\">投资翻五倍，打造5GW超大AI数据中心</h2><p style=\"text-align: justify;\">Hyperion项目最初于2024年公布，规划投资100亿美元、建筑面积约400万平方英尺。本轮扩建后的园区占地超过3200英亩，约相当于纽约中央公园面积的四倍，计算能力提升至5吉瓦，成为Meta布局AI算力基础设施的重要项目。</p><p style=\"text-align: justify;\"><strong>Meta总裁Dina Powell McCormick表示，这项投资对公司具有重要意义，Meta希望长期成为路易斯安那州的重要投资者。</strong></p><p style=\"text-align: justify;\">事实上，扩建信号此前已有迹象。今年早些时候，Meta已在项目西侧继续收购约1400英亩农地；今年3月，当地公用事业公司Entergy还向监管机构申请建设新增天然气电厂、太阳能及储能设施，合计新增发电能力4.5吉瓦，以满足数据中心未来的用电需求。</p><h2 id=\"id_2188420618\">AI算力扩张带来能源压力</h2><p style=\"text-align: justify;\">如此庞大的数据中心也意味着巨大的能源消耗。围绕Hyperion项目，消费者团体担忧，新建发电设施最终可能推高当地居民电价。</p><p style=\"text-align: justify;\">对此，Meta表示，<strong>将承担美国大型能源公司Entergy新建10座发电设施的建设成本，并为2.5吉瓦新增可再生能源、约240英里输电线路以及电池储能系统提供资金</strong>，希望在满足自身需求的同时改善当地电网。</p><p style=\"text-align: justify;\">路易斯安那州州长Jeff Landry也表示，<strong>希望Meta、州政府与Entergy之间的合作模式能够成为未来大型数据中心项目的范例</strong>。今年6月，州政府已要求制定新的数据中心开发规则，以确保未来相关发电设施的建设成本不会转嫁给普通居民。</p><h2 id=\"id_812078174\">就业、基建和税收激励同步加码</h2><p style=\"text-align: justify;\">随着项目扩建，Hyperion预计建设阶段就业岗位将由此前规划增加约50%，达到约7500个；全面投运后，永久岗位也将翻倍至1000个，预计2036年全部建成。</p><p style=\"text-align: justify;\"><strong>Meta还宣布，将投入约10亿美元用于当地道路、供水及污水处理等基础设施升级，并向当地教育机构提供超过500万美元支持。</strong>其中，包括向路易斯安那三角洲社区学院捐赠500万美元，用于培训数据中心相关技术人才，并向新奥尔良职业培训机构提供25万美元资金。</p><p style=\"text-align: justify;\"><strong>与此同时，Meta继续获得州政府提供的大力度税收优惠。</strong></p><p style=\"text-align: justify;\">根据新的PILOT（替代税款协议），若Meta在2032年前创造300个年薪不低于州平均工资150%（约9.3万美元）的永久岗位，可获得60%的地方房产税减免；若岗位增加至500个，减免比例将进一步提高至80%。此外，数据中心建设涉及的服务器、冷却系统、电力设备及建设支出，仍可享受州及地方销售税100%豁免。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c06d2fe3bed8d64707cae05406c5f984","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161953601","content_text":"Meta将路易斯安那州Hyperion数据中心投资从100亿美元增至500亿美元，打造5吉瓦算力、占地3200英亩的全球最大AI数据中心之一。Meta正在进一步加码AI基础设施建设。据报道，当地时间周日，Meta宣布将大幅扩建位于美国路易斯安那州里奇兰教区的Hyperion数据中心项目，把总投资规模由2024年公布时的100亿美元提高至最高500亿美元，相当于新增投资400亿美元。这意味着，该项目将跻身全球规模最大的AI数据中心之一，也使路易斯安那州成为Meta 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