社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
里二外三
IP属地：上海
+关注
帖子 · 665
帖子 · 665
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
里二外三
里二外三
·
03-26 20:15
控制海峡是最好的选择
美方被曝正酝酿针对伊朗的所谓“最后一击”军事选项
央视记者当地时间3月26日获悉，多名美国官员和知情人士透露，美国国防部正在制定针对伊朗的所谓“最后一击”军事选项，相关方案可能包括动用地面部队及大规模空袭行动等。消息显示，美方内部讨论的方案包括对伊朗主要石油出口枢纽及关键岛屿实施封锁或军事行动，同时也考虑在霍尔木兹海峡拦截伊朗石油运输。此外，美军还准备了针对伊朗核设施的打击预案，包括深入内陆实施地面行动或发动大规模空袭。
美方被曝正酝酿针对伊朗的所谓“最后一击”军事选项
看
90
回复
评论
点赞
1
编组 21备份 2
分享
举报
里二外三
里二外三
·
03-25 20:23
都可以走了，别忽悠
伊朗重申非交战国家船只可安全通过霍尔木兹海峡
总台记者获悉，当地时间25日，伊朗常驻联合国代表团发表声明表示，非交战国家的船只可以安全通过霍尔木兹海峡。声明称，只要该船只所属国不参与或支持针对伊朗的敌对行动，并全面遵守已公布的安全和安保规定，即可在与伊朗相关主管部门协调的情况下，享有通过霍尔木兹海峡的安全通行权。
伊朗重申非交战国家船只可安全通过霍尔木兹海峡
看
256
回复
评论
点赞
1
编组 21备份 2
分享
举报
里二外三
里二外三
·
03-21
一本正经的胡说八道
绝望的贝森特！美国能动用的战略油储已所剩无几！
贝森特声称美国可以单独释放战略石油储备，然而，特朗普此前已宣布将释放1.72亿桶，完成后库存降至2.44亿桶，明显低于法定红线（2.52亿桶）；此外，盐穴工程结构要求留存1.5亿至1.6亿桶的最低安全储量，即使打破法定红线也只有不到9000万桶的释放空间。
绝望的贝森特！美国能动用的战略油储已所剩无几！
看
98
回复
评论
点赞
1
编组 21备份 2
分享
举报
里二外三
里二外三
·
03-18
来中国吧，24小时不间断生产。
SK集团会长：存储芯片短缺或持续至2030年，SK海力士多管齐下应对“超长缺货周期“
智通财经APP获悉，韩国 SK 集团会长崔泰源周一表示，随着人工智能驱动的需求持续超过供应，全球存储芯片短缺状况可能会持续到 2030 年。英伟达最新的AI芯片所需的内存相当于大量高性能PC的内存他表示，SK 海力士将努力制定稳定 DRAM 价格的策略。关于潜在的美国 ADR 上市，崔泰源表示，此举有助于将 SK 海力士的股东基础扩展到韩国以外，增加对美国和国际投资者的曝光度，并增强其全球影响力。
SK集团会长：存储芯片短缺或持续至2030年，SK海力士多管齐下应对“超长缺货周期“
看
334
回复
评论
点赞
1
编组 21备份 2
分享
举报
里二外三
里二外三
·
03-18
开赌场的来都没赢过。
杰富瑞：美国AI泡沬至少两年才会形成，已减持美国科技股，高配中国科技股
AI会导致各国就业增长减少及通胀放缓。
杰富瑞：美国AI泡沬至少两年才会形成，已减持美国科技股，高配中国科技股
看
112
回复
评论
点赞
1
编组 21备份 2
分享
举报
里二外三
里二外三
·
03-18
埋雷了
谷歌被曝赴华“扫货”液冷设备，中国供应链迎机遇
价值相对较低的配套设备也面临供给压力。
谷歌被曝赴华“扫货”液冷设备，中国供应链迎机遇
看
140
回复
评论
点赞
1
编组 21备份 2
分享
举报
里二外三
里二外三
·
03-11
越大越有钱，越大出口越好
过去六天，伊朗石油的出口量，比战前还多！
尽管霍尔木兹海峡受阻，伊朗原油出口反呈逆势增长。据Kpler数据，过去六天伊朗日均原油装载量达210万桶，高于战前2月200万桶的水平。与此同时，沙特等海湾邻国被迫削减供应，地缘分化效应显现。为规避封锁风险，伊朗已重启贾斯克码头探索绕道出口，但其运营效率远低于主枢纽哈尔克岛。摩根大通警告，若海峡持续封锁，全球供应将面临显著冲击。
过去六天，伊朗石油的出口量，比战前还多！
看
152
回复
评论
点赞
1
编组 21备份 2
分享
举报
里二外三
里二外三
·
03-06
摩根大通?
看完发布会，摩根大通更坚定看好比亚迪：不要纠结25年业绩，闪充有望颠覆行业！
摩根大通认为，二代刀片电池与闪充网络的组合，正在将比亚迪推向电动汽车普及下一阶段的领跑位置。只要跨越短期的业绩扰动，比亚迪预计将在新产品周期和技术突破的强劲驱动下重聚向上动能。
看完发布会，摩根大通更坚定看好比亚迪：不要纠结25年业绩，闪充有望颠覆行业！
看
162
回复
评论
点赞
1
编组 21备份 2
分享
举报
里二外三
里二外三
·
03-05
霍尔姆斯海峡已经开始恢复正常了
中东冲突威胁，韩国警告：芯片供应链面临“中断”风险！
韩国执政党议员表示，中东地缘政治紧张局势若持续蔓延，将对韩国半导体产业构成实质性威胁。他指出，油价上涨将推高国内电力成本，进而削弱韩国芯片的价格竞争力，同时关键原材料供应中断和物流成本攀升也是行业面临的重大隐患。
中东冲突威胁，韩国警告：芯片供应链面临“中断”风险！
看
97
回复
评论
点赞
1
编组 21备份 2
分享
举报
里二外三
里二外三
·
03-04
下一个目标出现了
伊朗确定最高领袖候选人
据伊朗方面4日消息，伊朗已确定最高领袖的几位候选人，即将从中选出最高领袖。哈塔米说，“最高领袖人选即将确定，我们已接近得出结论，但国内局势处于战争状态。”伊朗专家会议是负责选举、监督和罢免最高领袖的权力机构。有消息称他受到普遍认可，可能成为下一任伊朗最高领袖。此前有知情人士称，伊朗最高领袖选举可能在已故最高领袖哈梅内伊葬礼后以在场方式举行。
伊朗确定最高领袖候选人
看
395
回复
1
点赞
2
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":"3544518779726666","uuid":"3544518779726666","gmtCreate":1581424757250,"gmtModify":1581424757250,"name":"里二外三","pinyin":"lewslierwaisan","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":20,"headSize":12,"tweetSize":665,"questionSize":0,"limitLevel":999,"accountStatus":2,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":5,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","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":"2025.08.04","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"上海","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":546831578199832,"gmtCreate":1774527356764,"gmtModify":1774529777990,"author":{"id":"3544518779726666","authorId":"3544518779726666","name":"里二外三","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544518779726666","authorIdStr":"3544518779726666"},"themes":[],"title":"","htmlText":"控制海峡是最好的选择","listText":"控制海峡是最好的选择","text":"控制海峡是最好的选择","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546831578199832","repostId":"1168808470","repostType":4,"repost":{"id":"1168808470","kind":"news","pubTimestamp":1774522037,"share":"https://www.laohu8.com/m/news/1168808470?lang=zh_CN&edition=full","pubTime":"2026-03-26 18:47","market":"us","language":"zh","title":"美方被曝正酝酿针对伊朗的所谓“最后一击”军事选项","url":"https://stock-news.laohu8.com/highlight/detail?id=1168808470","media":"央视新闻客户端","summary":"央视记者当地时间3月26日获悉，多名美国官员和知情人士透露，美国国防部正在制定针对伊朗的所谓“最后一击”军事选项，相关方案可能包括动用地面部队及大规模空袭行动等。消息显示，美方内部讨论的方案包括对伊朗主要石油出口枢纽及关键岛屿实施封锁或军事行动，同时也考虑在霍尔木兹海峡拦截伊朗石油运输。此外，美军还准备了针对伊朗核设施的打击预案，包括深入内陆实施地面行动或发动大规模空袭。","content":"<html><head></head><body><p><strong>央视记者</strong>当地时间3月26日获悉，多名美国官员和知情人士透露，<strong>美国国防部正在制定针对伊朗的所谓“最后一击”军事选项，相关方案可能包括动用地面部队及大规模空袭行动等。</strong>有分析称，若外交谈判迟迟未取得进展，尤其是在霍尔木兹海峡持续受阻的情况下，局势升级的可能性将进一步上升。部分美方人士认为，通过强力军事行动结束冲突，或将为后续谈判争取更多筹码。</p><p style=\"text-align: justify;\">消息显示，美方内部讨论的方案包括<strong>对伊朗主要石油出口枢纽及关键岛屿实施封锁或军事行动，同时也考虑在霍尔木兹海峡拦截伊朗石油运输。</strong>此外，美军还准备了<strong>针对伊朗核设施的打击预案</strong>，包括深入内陆实施地面行动或发动大规模空袭。不过，<strong>相关方案尚未得到最终决定</strong>，白宫方面称相关地面行动仍属“假设性”。</p><p style=\"text-align: justify;\">白宫近日表示，若与伊朗谈判未能取得实质性进展，美方不排除进一步升级行动。与此同时，美国正向中东地区增派军事力量，包括战斗机编队及地面部队。伊朗方面此前已警告，如遭打击，将对海湾地区实施大规模报复。（央视记者 许骁）</p></body></html>","source":"lsy1568181200495","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>美方被曝正酝酿针对伊朗的所谓“最后一击”军事选项</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美方被曝正酝酿针对伊朗的所谓“最后一击”军事选项\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-26 18:47 北京时间 <a href=https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=11226991729466102086&toc_style_id=feeds_default&track_id=3365DA49-4C59-424F-BD9C-B9EA7F57D36A_796214796781&share_to=copy_url><strong>央视新闻客户端</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>央视记者当地时间3月26日获悉，多名美国官员和知情人士透露，美国国防部正在制定针对伊朗的所谓“最后一击”军事选项，相关方案可能包括动用地面部队及大规模空袭行动等。有分析称，若外交谈判迟迟未取得进展，尤其是在霍尔木兹海峡持续受阻的情况下，局势升级的可能性将进一步上升。部分美方人士认为，通过强力军事行动结束冲突，或将为后续谈判争取更多筹码。消息显示，美方内部讨论的方案包括对伊朗主要石油出口枢纽及关键...</p>\n\n<a href=\"https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=11226991729466102086&toc_style_id=feeds_default&track_id=3365DA49-4C59-424F-BD9C-B9EA7F57D36A_796214796781&share_to=copy_url\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/4c0d672db9f68d1b02ca4d1d9a9a992a","relate_stocks":{},"source_url":"https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=11226991729466102086&toc_style_id=feeds_default&track_id=3365DA49-4C59-424F-BD9C-B9EA7F57D36A_796214796781&share_to=copy_url","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168808470","content_text":"央视记者当地时间3月26日获悉，多名美国官员和知情人士透露，美国国防部正在制定针对伊朗的所谓“最后一击”军事选项，相关方案可能包括动用地面部队及大规模空袭行动等。有分析称，若外交谈判迟迟未取得进展，尤其是在霍尔木兹海峡持续受阻的情况下，局势升级的可能性将进一步上升。部分美方人士认为，通过强力军事行动结束冲突，或将为后续谈判争取更多筹码。消息显示，美方内部讨论的方案包括对伊朗主要石油出口枢纽及关键岛屿实施封锁或军事行动，同时也考虑在霍尔木兹海峡拦截伊朗石油运输。此外，美军还准备了针对伊朗核设施的打击预案，包括深入内陆实施地面行动或发动大规模空袭。不过，相关方案尚未得到最终决定，白宫方面称相关地面行动仍属“假设性”。白宫近日表示，若与伊朗谈判未能取得实质性进展，美方不排除进一步升级行动。与此同时，美国正向中东地区增派军事力量，包括战斗机编队及地面部队。伊朗方面此前已警告，如遭打击，将对海湾地区实施大规模报复。（央视记者 许骁）","news_type":1,"symbols_score_info":{"QMmain":2,"CLmain":2,"BZmain":2}},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546474712004552,"gmtCreate":1774441400853,"gmtModify":1774442975683,"author":{"id":"3544518779726666","authorId":"3544518779726666","name":"里二外三","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544518779726666","authorIdStr":"3544518779726666"},"themes":[],"title":"","htmlText":"都可以走了，别忽悠","listText":"都可以走了，别忽悠","text":"都可以走了，别忽悠","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546474712004552","repostId":"1129898335","repostType":2,"repost":{"id":"1129898335","kind":"news","pubTimestamp":1774430510,"share":"https://www.laohu8.com/m/news/1129898335?lang=zh_CN&edition=full","pubTime":"2026-03-25 17:21","market":"us","language":"zh","title":"伊朗重申非交战国家船只可安全通过霍尔木兹海峡","url":"https://stock-news.laohu8.com/highlight/detail?id=1129898335","media":"央视新闻客户端","summary":"总台记者获悉，当地时间25日，伊朗常驻联合国代表团发表声明表示，非交战国家的船只可以安全通过霍尔木兹海峡。声明称，只要该船只所属国不参与或支持针对伊朗的敌对行动，并全面遵守已公布的安全和安保规定，即可在与伊朗相关主管部门协调的情况下，享有通过霍尔木兹海峡的安全通行权。","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dd49a662cc6da714e2bac705c3de1a09\" tg-width=\"1168\" tg-height=\"372\"/></p><p style=\"text-align: justify;\"><strong>总台记者</strong>获悉，当地时间25日，伊朗常驻联合国代表团发表声明表示，非交战国家的船只可以安全通过霍尔木兹海峡。</p><p style=\"text-align: justify;\">声明称，只要该船只所属国不参与或支持针对伊朗的敌对行动，并全面遵守已公布的安全和安保规定，即可在与伊朗相关主管部门协调的情况下，享有通过霍尔木兹海峡的安全通行权。</p></body></html>","source":"lsy1568181200495","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>伊朗重申非交战国家船只可安全通过霍尔木兹海峡</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伊朗重申非交战国家船只可安全通过霍尔木兹海峡\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-25 17:21 北京时间 <a href=https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=4152074271742674991&toc_style_id=feeds_default&track_id=8173C8B6-E14C-46EF-BAE4-8E188E774FE5_796123185711&share_to=copy_url><strong>央视新闻客户端</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>总台记者获悉，当地时间25日，伊朗常驻联合国代表团发表声明表示，非交战国家的船只可以安全通过霍尔木兹海峡。声明称，只要该船只所属国不参与或支持针对伊朗的敌对行动，并全面遵守已公布的安全和安保规定，即可在与伊朗相关主管部门协调的情况下，享有通过霍尔木兹海峡的安全通行权。</p>\n\n<a href=\"https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=4152074271742674991&toc_style_id=feeds_default&track_id=8173C8B6-E14C-46EF-BAE4-8E188E774FE5_796123185711&share_to=copy_url\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/720622f3a00b611476f1d69c1f2cbf0d","relate_stocks":{},"source_url":"https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=4152074271742674991&toc_style_id=feeds_default&track_id=8173C8B6-E14C-46EF-BAE4-8E188E774FE5_796123185711&share_to=copy_url","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129898335","content_text":"总台记者获悉，当地时间25日，伊朗常驻联合国代表团发表声明表示，非交战国家的船只可以安全通过霍尔木兹海峡。声明称，只要该船只所属国不参与或支持针对伊朗的敌对行动，并全面遵守已公布的安全和安保规定，即可在与伊朗相关主管部门协调的情况下，享有通过霍尔木兹海峡的安全通行权。","news_type":1,"symbols_score_info":{"QMmain":2,"CLmain":2,"BZmain":2}},"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544878770844680,"gmtCreate":1774036407138,"gmtModify":1774036409670,"author":{"id":"3544518779726666","authorId":"3544518779726666","name":"里二外三","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544518779726666","authorIdStr":"3544518779726666"},"themes":[],"title":"","htmlText":"一本正经的胡说八道","listText":"一本正经的胡说八道","text":"一本正经的胡说八道","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544878770844680","repostId":"2620789763","repostType":4,"repost":{"id":"2620789763","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":1774002676,"share":"https://www.laohu8.com/m/news/2620789763?lang=zh_CN&edition=full","pubTime":"2026-03-20 18:31","market":"us","language":"zh","title":"绝望的贝森特！美国能动用的战略油储已所剩无几！","url":"https://stock-news.laohu8.com/highlight/detail?id=2620789763","media":"华尔街见闻","summary":"贝森特声称美国可以单独释放战略石油储备，然而，特朗普此前已宣布将释放1.72亿桶，完成后库存降至2.44亿桶，明显低于法定红线（2.52亿桶）；此外，盐穴工程结构要求留存1.5亿至1.6亿桶的最低安全储量，即使打破法定红线也只有不到9000万桶的释放空间。","content":"<html><head></head><body><p>美国财政部长贝森特声称可以再度动用战略石油储备（SPR）压制油价，但现实情况远比这一表态复杂——<strong>储备量已接近法定下限，而物理层面的安全底线更令进一步释放空间极为有限。</strong></p>\n<p>贝森特上周表示，美国参与了迄今规模最大的国际协调SPR释放行动，共计4亿桶，并警告称若有必要，美国可单方面再度释放储备以稳定油价。</p>\n<p>然而，据彭博报道以及SPR官网公开数据，美国战略石油储备的实际可用空间已极为有限。当前储备量与法定动用下限之间的缓冲区间，在完成本轮已宣布释放计划后将几乎耗尽，而地质工程层面的硬约束更构成一道难以逾越的底线。</p>\n<p>贝森特的强硬表态，折射出的或许恰恰是<strong>政策选项的日益匮乏</strong>。昨日贝森特还曾表态，已允许伊朗石油继续从海湾地区流出，或在未来数日内解除对海上伊朗石油的制裁。</p>\n<h2><strong>储备告急：法定红线近在咫尺</strong></h2>\n<p>美国战略石油储备由路易斯安那州和德克萨斯州四处地下盐穴群构成，最大设计容量约为7.15亿桶，足以满足美国逾一个月的全部石油消耗需求。</p>\n<p>然而，经历多轮动用后，储备量已大幅缩水。据SPR官网3月13日数据，<strong>目前储有轻质原油约1.55亿桶、重质原油约2.61亿桶，合计约4.16亿桶。</strong>这一局面部分源于拜登政府于2022年俄乌冲突爆发后下令释放1.8亿桶，而此后补库进展迟缓。</p>\n<p>特朗普政府已宣布将在<strong>国际协调框架下释放1.72亿桶。</strong>一旦该计划执行完毕，<strong>SPR库存将降至约2.44亿桶。</strong>问题在于，美国法律明确规定<strong>，当盐穴储量低于2.52亿桶时，政府不得继续动用储备。</strong>换言之，完成本轮释放后，库存将直接跌破法定动用下限。</p>\n<p>理论上，政府可宣布能源紧急状态，或推动国会修改相关法律。但批评者指出，汽油价格上涨难以构成法律意义上的"严重能源短缺"危机，上述路径均面临相当阻力。</p>\n<h2><strong>物理极限：盐穴结构的硬约束，释放空间仅8000万至9000万桶</strong></h2>\n<p>即便法律障碍得以绕过，工程层面的物理约束同样不容忽视，且远比立法程序更难处置。</p>\n<p>据彭博此前报道，这套建于20世纪70年代的盐穴系统在设计之初，预设寿命仅为25年，且仅能承受五次完整的注采循环。SPR前项目经理William "Hoot" Gibson表示，系统使用频率越高，盐穴溶解崩塌的风险就越大。</p>\n<p>按照彭博旗下Alphaville的统计，自1977年SPR建立以来，已累计经历第九次动用——已远超最初设计容量。<strong>这意味着盐穴内必须维持一定的最低油量，以防止结构性损毁。</strong></p>\n<p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>能源分析师上周指出，<strong>SPR存在约1.5亿至1.6亿桶的实际操作安全底线，低于这一水平将危及盐穴稳定性及系统运营灵活性</strong>，其中还包含一部分无法抽取的"顶部油"（roof oil）。</p>\n<p>综合上述两重约束，贝森特所能调动的实际空间已极为逼仄。</p>\n<p>完成本轮1.72亿桶释放后，SPR库存将降至约2.44亿桶，本已低于2.52亿桶的法定下限。而摩根大通估算的物理安全底线约为1.5亿至1.6亿桶。</p>\n<p>两者之间的差值——即理论上的额外可释放量——<strong>大约仅在8000万至9000万桶区间</strong>，且这一数字本身已建立在宣布紧急状态或完成立法修订的前提之上。</p>\n<p>更重要的是，若储备水平逼近物理安全底线，市场对储备耗尽的担忧本身可能反而加剧油价波动，与稳价初衷背道而驰。正如历史经验所示，政策工具越接近极限，其信号效应往往越适得其反——透露出的更多是绝望，而非掌控。</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>绝望的贝森特！美国能动用的战略油储已所剩无几！</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绝望的贝森特！美国能动用的战略油储已所剩无几！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-20 18:31 北京时间 <a href=https://wallstreetcn.com/articles/3767998><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国财政部长贝森特声称可以再度动用战略石油储备（SPR）压制油价，但现实情况远比这一表态复杂——储备量已接近法定下限，而物理层面的安全底线更令进一步释放空间极为有限。\n贝森特上周表示，美国参与了迄今规模最大的国际协调SPR释放行动，共计4亿桶，并警告称若有必要，美国可单方面再度释放储备以稳定油价。\n然而，据彭博报道以及SPR官网公开数据，美国战略石油储备的实际可用空间已极为有限。当前储备量与法定...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3767998\">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/fb69c53ea793fc4a101c0559db9319a8","relate_stocks":{"BK4187":"航天航空与国防","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite","BK4570":"地缘局势概念股","QQQ":"纳指100ETF",".DJI":"道琼斯","TQQQ":"纳指三倍做多ETF",".SPX":"S&P 500 Index","VIX":"标普500波动率指数","VIXY":"波动率短期期货指数ETF","VXX":"短期VIX期货ETN","BK4588":"碎股","BK4585":"ETF&股票定投概念"},"source_url":"https://wallstreetcn.com/articles/3767998","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2620789763","content_text":"美国财政部长贝森特声称可以再度动用战略石油储备（SPR）压制油价，但现实情况远比这一表态复杂——储备量已接近法定下限，而物理层面的安全底线更令进一步释放空间极为有限。\n贝森特上周表示，美国参与了迄今规模最大的国际协调SPR释放行动，共计4亿桶，并警告称若有必要，美国可单方面再度释放储备以稳定油价。\n然而，据彭博报道以及SPR官网公开数据，美国战略石油储备的实际可用空间已极为有限。当前储备量与法定动用下限之间的缓冲区间，在完成本轮已宣布释放计划后将几乎耗尽，而地质工程层面的硬约束更构成一道难以逾越的底线。\n贝森特的强硬表态，折射出的或许恰恰是政策选项的日益匮乏。昨日贝森特还曾表态，已允许伊朗石油继续从海湾地区流出，或在未来数日内解除对海上伊朗石油的制裁。\n储备告急：法定红线近在咫尺\n美国战略石油储备由路易斯安那州和德克萨斯州四处地下盐穴群构成，最大设计容量约为7.15亿桶，足以满足美国逾一个月的全部石油消耗需求。\n然而，经历多轮动用后，储备量已大幅缩水。据SPR官网3月13日数据，目前储有轻质原油约1.55亿桶、重质原油约2.61亿桶，合计约4.16亿桶。这一局面部分源于拜登政府于2022年俄乌冲突爆发后下令释放1.8亿桶，而此后补库进展迟缓。\n特朗普政府已宣布将在国际协调框架下释放1.72亿桶。一旦该计划执行完毕，SPR库存将降至约2.44亿桶。问题在于，美国法律明确规定，当盐穴储量低于2.52亿桶时，政府不得继续动用储备。换言之，完成本轮释放后，库存将直接跌破法定动用下限。\n理论上，政府可宣布能源紧急状态，或推动国会修改相关法律。但批评者指出，汽油价格上涨难以构成法律意义上的\"严重能源短缺\"危机，上述路径均面临相当阻力。\n物理极限：盐穴结构的硬约束，释放空间仅8000万至9000万桶\n即便法律障碍得以绕过，工程层面的物理约束同样不容忽视，且远比立法程序更难处置。\n据彭博此前报道，这套建于20世纪70年代的盐穴系统在设计之初，预设寿命仅为25年，且仅能承受五次完整的注采循环。SPR前项目经理William \"Hoot\" Gibson表示，系统使用频率越高，盐穴溶解崩塌的风险就越大。\n按照彭博旗下Alphaville的统计，自1977年SPR建立以来，已累计经历第九次动用——已远超最初设计容量。这意味着盐穴内必须维持一定的最低油量，以防止结构性损毁。\n摩根大通能源分析师上周指出，SPR存在约1.5亿至1.6亿桶的实际操作安全底线，低于这一水平将危及盐穴稳定性及系统运营灵活性，其中还包含一部分无法抽取的\"顶部油\"（roof oil）。\n综合上述两重约束，贝森特所能调动的实际空间已极为逼仄。\n完成本轮1.72亿桶释放后，SPR库存将降至约2.44亿桶，本已低于2.52亿桶的法定下限。而摩根大通估算的物理安全底线约为1.5亿至1.6亿桶。\n两者之间的差值——即理论上的额外可释放量——大约仅在8000万至9000万桶区间，且这一数字本身已建立在宣布紧急状态或完成立法修订的前提之上。\n更重要的是，若储备水平逼近物理安全底线，市场对储备耗尽的担忧本身可能反而加剧油价波动，与稳价初衷背道而驰。正如历史经验所示，政策工具越接近极限，其信号效应往往越适得其反——透露出的更多是绝望，而非掌控。","news_type":1,"symbols_score_info":{"NQmain":2,".DJI":2,"ESmain":2,"BZmain":2,"VIX":2,".IXIC":2,"QQQ":2,"YMmain":2,"VIXY":2,"TQQQ":2,"VXX":2,"SQQQ":2,"CLmain":2,"VIXmain":2,".SPX":2}},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543760108745424,"gmtCreate":1773779428160,"gmtModify":1773779430467,"author":{"id":"3544518779726666","authorId":"3544518779726666","name":"里二外三","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544518779726666","authorIdStr":"3544518779726666"},"themes":[],"title":"","htmlText":"来中国吧，24小时不间断生产。","listText":"来中国吧，24小时不间断生产。","text":"来中国吧，24小时不间断生产。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543760108745424","repostId":"2620417404","repostType":4,"repost":{"id":"2620417404","kind":"news","pubTimestamp":1773729855,"share":"https://www.laohu8.com/m/news/2620417404?lang=zh_CN&edition=full","pubTime":"2026-03-17 14:44","market":"hk","language":"zh","title":"SK集团会长：存储芯片短缺或持续至2030年，SK海力士多管齐下应对“超长缺货周期“","url":"https://stock-news.laohu8.com/highlight/detail?id=2620417404","media":"智通财经","summary":"智通财经APP获悉，韩国 SK 集团会长崔泰源周一表示，随着人工智能驱动的需求持续超过供应，全球存储芯片短缺状况可能会持续到 2030 年。英伟达最新的AI芯片所需的内存相当于大量高性能PC的内存他表示，SK 海力士将努力制定稳定 DRAM 价格的策略。关于潜在的美国 ADR 上市，崔泰源表示，此举有助于将 SK 海力士的股东基础扩展到韩国以外，增加对美国和国际投资者的曝光度，并增强其全球影响力。","content":"<html><head></head><body><p>智通财经APP获悉，韩国 SK 集团会长崔泰源周一表示，随着人工智能驱动的需求持续超过供应，全球存储芯片短缺状况可能会持续到 2030 年。</p><p>崔泰源在解释存储芯片短缺原因时表示，“人工智能实际上需要大量的 HBM，而一旦开始制造 HBM……我们就必须消耗大量存储芯片，”</p><p>“因此，我们需要一些时间来增加更多存储芯片产能，至少需要四到五年。目前的短缺可能会持续到 2030 年，所以我们预计存储芯片短缺比例将超过 20%，”崔泰源说道。</p><p>在加利福尼亚州圣何塞举行的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a> GTC 大会间隙，崔泰源向记者表示，SK 海力士正在评估赴美发行存托凭证(ADR)上市的可能性，以扩大其全球投资者基础；同时，其首席执行官可能会公布稳定 DRAM 芯片价格的计划，集团也在探索替代能源。</p><p>根据 Counterpoint 的数据，SK 海力士是英伟达高带宽内存(HBM)的主要供应商，在 HBM 市场以 57% 的份额排名第一，并持有全球 DRAM 市场 32% 的份额，是全球第二大厂商。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1523151f591d3a1013347ee1e77067a6\" tg-width=\"1185\" tg-height=\"834\"/></p><p>英伟达最新的AI芯片所需的内存相当于大量高性能PC的内存</p><p>他表示，SK 海力士将努力制定稳定 DRAM 价格的策略。“所以我现在不能在这里直接宣布，但我猜我们的首席执行官将宣布一项关于如何稳定 DRAM 价格的新计划。”</p><p>当被问及是否会在许多 SK 海力士客户所在地——美国扩大芯片制造产能时，崔泰源表示，建立海外工厂需要充足的电力、水资源、施工条件和工程人才。因此，他认为这无法轻易根据需求一蹴而就，并补充说公司目前正专注于在韩国的生产。</p><p>关于潜在的美国 ADR 上市，崔泰源表示，此举有助于将 SK 海力士的股东基础扩展到韩国以外，增加对美国和国际投资者的曝光度，并增强其全球影响力。</p><p>崔泰源还提到，由于能源价格上涨，中东局势的紧张带来了许多困难，促使集团寻求其他可用的能源来源。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SK集团会长：存储芯片短缺或持续至2030年，SK海力士多管齐下应对“超长缺货周期“</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\">\nSK集团会长：存储芯片短缺或持续至2030年，SK海力士多管齐下应对“超长缺货周期“\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-17 14:44 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1414756.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，韩国 SK 集团会长崔泰源周一表示，随着人工智能驱动的需求持续超过供应，全球存储芯片短缺状况可能会持续到 2030 年。崔泰源在解释存储芯片短缺原因时表示，“人工智能实际上需要大量的 HBM，而一旦开始制造 HBM……我们就必须消耗大量存储芯片，”“因此，我们需要一些时间来增加更多存储芯片产能，至少需要四到五年。目前的短缺可能会持续到 2030 年，所以我们预计存储芯片短缺比例...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1414756.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcQjNwJ8KtoG2931pO37b7nGaYjBUf6XOzwRFQ&s","relate_stocks":{"NVII":"Rex NVDA Growth & Income ETF","2NVD.UK":"2X NVIDIA ETP","NVDD":"1倍做空NVDA ETF-Direxion","NVIW.SI":"NVDA 3xLongSG261006","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","SG9999002232.USD":"Allianz Global High Payout USD","NVDG":"2倍做多NVDA ETF- Leverage Shares","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","NVD3.UK":"LS 3X NVIDIA","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","NVDS.UK":"LS -1X NVIDIA","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","ANV":"GraniteShares Autocallable NVDA ETF","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","NVD2.UK":"2X NVIDIA ETP","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4598":"佩洛西持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","NVDQ":"2倍做空NVDA ETF-T-Rex","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","SNVD.UK":"LS -1X NVIDIA","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","NVDU":"2倍做多NVDA ETF-Direxion","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","NVDW":"NVDA周配息ETF-Roundhill","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","BK4529":"IDC概念","NVDX":"2倍做多NVDA ETF-T-Rex","3NVD.UK":"LS 3X NVIDIA","NVDB":"ProShares Ultra NVDA ETF","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","NVD":"2倍做空NVDA ETF-GraniteShares","NVDY":"NVDA期权收益策略ETF-YieldMax","DIPS":"做空NVDA期权收益策略ETF-YieldMax","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","HBM":"HudBay Minerals Inc","07709":"南方两倍做多海力士","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD"},"source_url":"http://www.zhitongcaijing.com/content/detail/1414756.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2620417404","content_text":"智通财经APP获悉，韩国 SK 集团会长崔泰源周一表示，随着人工智能驱动的需求持续超过供应，全球存储芯片短缺状况可能会持续到 2030 年。崔泰源在解释存储芯片短缺原因时表示，“人工智能实际上需要大量的 HBM，而一旦开始制造 HBM……我们就必须消耗大量存储芯片，”“因此，我们需要一些时间来增加更多存储芯片产能，至少需要四到五年。目前的短缺可能会持续到 2030 年，所以我们预计存储芯片短缺比例将超过 20%，”崔泰源说道。在加利福尼亚州圣何塞举行的英伟达 GTC 大会间隙，崔泰源向记者表示，SK 海力士正在评估赴美发行存托凭证(ADR)上市的可能性，以扩大其全球投资者基础；同时，其首席执行官可能会公布稳定 DRAM 芯片价格的计划，集团也在探索替代能源。根据 Counterpoint 的数据，SK 海力士是英伟达高带宽内存(HBM)的主要供应商，在 HBM 市场以 57% 的份额排名第一，并持有全球 DRAM 市场 32% 的份额，是全球第二大厂商。英伟达最新的AI芯片所需的内存相当于大量高性能PC的内存他表示，SK 海力士将努力制定稳定 DRAM 价格的策略。“所以我现在不能在这里直接宣布，但我猜我们的首席执行官将宣布一项关于如何稳定 DRAM 价格的新计划。”当被问及是否会在许多 SK 海力士客户所在地——美国扩大芯片制造产能时，崔泰源表示，建立海外工厂需要充足的电力、水资源、施工条件和工程人才。因此，他认为这无法轻易根据需求一蹴而就，并补充说公司目前正专注于在韩国的生产。关于潜在的美国 ADR 上市，崔泰源表示，此举有助于将 SK 海力士的股东基础扩展到韩国以外，增加对美国和国际投资者的曝光度，并增强其全球影响力。崔泰源还提到，由于能源价格上涨，中东局势的紧张带来了许多困难，促使集团寻求其他可用的能源来源。","news_type":1,"symbols_score_info":{"NVDY":0.6,"SNVD.UK":0.6,"NVIW.SI":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVDW":0.6,"NVDG":0.6,"07709":2,"NVII":0.6,"2NVD.UK":0.6,"NVDU":0.6,"NVDB":0.6,"HBM":1,"NVDD":0.6,"NVDX":0.6,"NVDS":0.6,"NVDS.UK":0.6,"3NVD.UK":0.6,"DIPS":0.6,"NVDQ":0.6,"NVD3.UK":0.6,"ANV":0.6}},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543758707161056,"gmtCreate":1773779156382,"gmtModify":1773779158929,"author":{"id":"3544518779726666","authorId":"3544518779726666","name":"里二外三","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544518779726666","authorIdStr":"3544518779726666"},"themes":[],"title":"","htmlText":"开赌场的来都没赢过。","listText":"开赌场的来都没赢过。","text":"开赌场的来都没赢过。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543758707161056","repostId":"1132677298","repostType":4,"repost":{"id":"1132677298","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":1773731942,"share":"https://www.laohu8.com/m/news/1132677298?lang=zh_CN&edition=full","pubTime":"2026-03-17 15:19","market":"sh","language":"zh","title":"杰富瑞：美国AI泡沬至少两年才会形成，已减持美国科技股，高配中国科技股","url":"https://stock-news.laohu8.com/highlight/detail?id=1132677298","media":"老虎资讯综合","summary":"AI会导致各国就业增长减少及通胀放缓。","content":"<html><head></head><body><p>杰富瑞(Jefferies)全球宏观策略师Mohit Kumar表示，目前不太忧虑美国人工智能(AI)发展出泡沬，即使未来会有泡沬，估计亦需时至少两年时间才会形成。Kumar解释，现在美国超大规模云服务商(Hyperscalers)，其大部分AI资本开支都是来自现金，企业就AI投资而作出的借贷杠杆水平不高，估计要到明年底，借贷杠杆才会升至1999年至2000年科网泡沬时期的水平。</p><p><strong>但他坦言近期已减持美国科技股持仓，原因是市场开始质疑有关资本开支能够带来多少回报。与此同时，Kumar改为高配中国科技股，称相信中国科技股在未来几年甚至几十年都会是大赢家，原因是中国的大模型如DeepSeek，能够以较美国同业为低的成本，做出质素仅略逊于美国同业的大模型。</strong></p><p>Kumar预期美国今年下半年将减息两次，指AI会导致各国就业增长减少及通胀放缓，继而推动全球央行币策更为偏向鸽派。他续指，在各国财政扩张之下，全球流动性已较过往两年大增，这些资金最终都会流入不同资产类别，利好资产表现。</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>杰富瑞：美国AI泡沬至少两年才会形成，已减持美国科技股，高配中国科技股</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杰富瑞：美国AI泡沬至少两年才会形成，已减持美国科技股，高配中国科技股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-03-17 15:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>杰富瑞(Jefferies)全球宏观策略师Mohit Kumar表示，目前不太忧虑美国人工智能(AI)发展出泡沬，即使未来会有泡沬，估计亦需时至少两年时间才会形成。Kumar解释，现在美国超大规模云服务商(Hyperscalers)，其大部分AI资本开支都是来自现金，企业就AI投资而作出的借贷杠杆水平不高，估计要到明年底，借贷杠杆才会升至1999年至2000年科网泡沬时期的水平。</p><p><strong>但他坦言近期已减持美国科技股持仓，原因是市场开始质疑有关资本开支能够带来多少回报。与此同时，Kumar改为高配中国科技股，称相信中国科技股在未来几年甚至几十年都会是大赢家，原因是中国的大模型如DeepSeek，能够以较美国同业为低的成本，做出质素仅略逊于美国同业的大模型。</strong></p><p>Kumar预期美国今年下半年将减息两次，指AI会导致各国就业增长减少及通胀放缓，继而推动全球央行币策更为偏向鸽派。他续指，在各国财政扩张之下，全球流动性已较过往两年大增，这些资金最终都会流入不同资产类别，利好资产表现。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/277a0aa3d579d4bdcbda0598e0c059ca","relate_stocks":{"BABA":"阿里巴巴","00700":"腾讯控股","BIDU":"百度"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132677298","content_text":"杰富瑞(Jefferies)全球宏观策略师Mohit Kumar表示，目前不太忧虑美国人工智能(AI)发展出泡沬，即使未来会有泡沬，估计亦需时至少两年时间才会形成。Kumar解释，现在美国超大规模云服务商(Hyperscalers)，其大部分AI资本开支都是来自现金，企业就AI投资而作出的借贷杠杆水平不高，估计要到明年底，借贷杠杆才会升至1999年至2000年科网泡沬时期的水平。但他坦言近期已减持美国科技股持仓，原因是市场开始质疑有关资本开支能够带来多少回报。与此同时，Kumar改为高配中国科技股，称相信中国科技股在未来几年甚至几十年都会是大赢家，原因是中国的大模型如DeepSeek，能够以较美国同业为低的成本，做出质素仅略逊于美国同业的大模型。Kumar预期美国今年下半年将减息两次，指AI会导致各国就业增长减少及通胀放缓，继而推动全球央行币策更为偏向鸽派。他续指，在各国财政扩张之下，全球流动性已较过往两年大增，这些资金最终都会流入不同资产类别，利好资产表现。","news_type":1,"symbols_score_info":{"BIDU":2,"BABA":2,"00700":2}},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543754637637552,"gmtCreate":1773778149817,"gmtModify":1773778151900,"author":{"id":"3544518779726666","authorId":"3544518779726666","name":"里二外三","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544518779726666","authorIdStr":"3544518779726666"},"themes":[],"title":"","htmlText":"埋雷了","listText":"埋雷了","text":"埋雷了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543754637637552","repostId":"2620440784","repostType":4,"repost":{"id":"2620440784","kind":"news","pubTimestamp":1773735757,"share":"https://www.laohu8.com/m/news/2620440784?lang=zh_CN&edition=full","pubTime":"2026-03-17 16:22","market":"sh","language":"zh","title":"谷歌被曝赴华“扫货”液冷设备，中国供应链迎机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2620440784","media":"智通财经","summary":"价值相对较低的配套设备也面临供给压力。","content":"<html><head></head><body><p>据知情人士透露，Alphabet旗下<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>公司正与中国<a href=\"https://laohu8.com/S/002837\">英维克</a>及其他中国企业进行洽谈，有意采购数据中心液冷设备。随着人工智能军备竞赛的加剧，不仅先进芯片供应趋紧，甚至连价值相对较低的配套设备也面临供给压力。</p><p>由于高密度计算产生的热量远超传统风冷系统的处理能力，液冷技术已成为AI数据中心的关键基础设施。这种技术通过水或其他液体在设备表面或周围循环来达到散热效果。</p><p>消息人士称，<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>本月派出来自其中国台湾地区运营团队的采购团队赴大陆访问，这本身就反映出此类系统零部件的供应紧张状况。三位不愿透露姓名的消息人士中有两位表示，谷歌团队在访问期间已与英维克会面。另一位消息人士称，该团队还计划至少与另一家公司进行接洽。</p><p>此次谈判凸显出一个行业趋势：在全球范围内竞相建设AI数据中心基础设施的背景下，不仅高端芯片的供应日益紧张，连带价值较低的配套设备也出现短缺。同时，中国供应商在全球数据中心建设浪潮中正扮演着越来越重要的角色。</p><p>市场爆发在即，中国供应商借势崛起</p><p>根据<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的一份报告，受<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>以及部署定制AI芯片的云服务提供商的需求驱动，全球AI服务器液冷系统市场预计将从去年的89亿美元飙升至2026年的170亿美元以上。</p><p>成立于2005年的英维克，目前市值高达980亿元人民币(约合140亿美元)，今年前三季度营收同比激增40%。在近期的一次行业展会上，该公司展示了一款专为谷歌规格要求打造的冷却液分配单元。该单元是液冷系统的核心部件，负责将冷却液分配到各个服务器机架。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>在本月与该公司举行分析师会议后发布的一份报告指出，英维克预计其液冷业务收入今年将实现逐季增长，其潜在订单中包括谷歌对其第五代冷却液分配单元及其他组件的采购意向。该公司还表示，计划扩大其在广东省一座新工厂的产能，同时继续推进在泰国和美国的生产基地建设。</p><p>液冷市场高度分散，众多供应商各自提供系统中的不同部件。</p><p>在强劲的国内需求推动下，中国供应商已逐步占据优势。国内众多的数据中心项目帮助他们提升了产量并降低了成本。行业内的主要供应商还包括<a href=\"https://laohu8.com/S/002600\">领益智造</a>、<a href=\"https://laohu8.com/S/002536\">飞龙股份</a>等零部件厂商，以及<a href=\"https://laohu8.com/S/00992\">联想</a>等服务器制造商。</p><p>在中国台湾地区，富士康、双鸿科技和Delta Asia等公司是谷歌在亚洲此类零部件的主要供应商。</p><p>其他受益于AI数据中心增长的中国零部件供应商还包括光模块制造商，如<a href=\"https://laohu8.com/S/300308\">中际旭创</a>和<a href=\"https://laohu8.com/S/300502\">新易盛</a>。此外，中国制造商在印刷电路板市场也占据主导地位，<a href=\"https://laohu8.com/S/300476\">胜宏科技</a>等公司已将英伟达和谷歌发展为客户。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>谷歌被曝赴华“扫货”液冷设备，中国供应链迎机遇</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谷歌被曝赴华“扫货”液冷设备，中国供应链迎机遇\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-17 16:22 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1414861.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据知情人士透露，Alphabet旗下谷歌公司正与中国英维克及其他中国企业进行洽谈，有意采购数据中心液冷设备。随着人工智能军备竞赛的加剧，不仅先进芯片供应趋紧，甚至连价值相对较低的配套设备也面临供给压力。由于高密度计算产生的热量远超传统风冷系统的处理能力，液冷技术已成为AI数据中心的关键基础设施。这种技术通过水或其他液体在设备表面或周围循环来达到散热效果。消息人士称，谷歌本月派出来自其中国台湾地区...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1414861.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d079b6f2f949892cec5e718587833b30","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"http://www.zhitongcaijing.com/content/detail/1414861.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2620440784","content_text":"据知情人士透露，Alphabet旗下谷歌公司正与中国英维克及其他中国企业进行洽谈，有意采购数据中心液冷设备。随着人工智能军备竞赛的加剧，不仅先进芯片供应趋紧，甚至连价值相对较低的配套设备也面临供给压力。由于高密度计算产生的热量远超传统风冷系统的处理能力，液冷技术已成为AI数据中心的关键基础设施。这种技术通过水或其他液体在设备表面或周围循环来达到散热效果。消息人士称，谷歌本月派出来自其中国台湾地区运营团队的采购团队赴大陆访问，这本身就反映出此类系统零部件的供应紧张状况。三位不愿透露姓名的消息人士中有两位表示，谷歌团队在访问期间已与英维克会面。另一位消息人士称，该团队还计划至少与另一家公司进行接洽。此次谈判凸显出一个行业趋势：在全球范围内竞相建设AI数据中心基础设施的背景下，不仅高端芯片的供应日益紧张，连带价值较低的配套设备也出现短缺。同时，中国供应商在全球数据中心建设浪潮中正扮演着越来越重要的角色。市场爆发在即，中国供应商借势崛起根据摩根大通的一份报告，受英伟达以及部署定制AI芯片的云服务提供商的需求驱动，全球AI服务器液冷系统市场预计将从去年的89亿美元飙升至2026年的170亿美元以上。成立于2005年的英维克，目前市值高达980亿元人民币(约合140亿美元)，今年前三季度营收同比激增40%。在近期的一次行业展会上，该公司展示了一款专为谷歌规格要求打造的冷却液分配单元。该单元是液冷系统的核心部件，负责将冷却液分配到各个服务器机架。高盛在本月与该公司举行分析师会议后发布的一份报告指出，英维克预计其液冷业务收入今年将实现逐季增长，其潜在订单中包括谷歌对其第五代冷却液分配单元及其他组件的采购意向。该公司还表示，计划扩大其在广东省一座新工厂的产能，同时继续推进在泰国和美国的生产基地建设。液冷市场高度分散，众多供应商各自提供系统中的不同部件。在强劲的国内需求推动下，中国供应商已逐步占据优势。国内众多的数据中心项目帮助他们提升了产量并降低了成本。行业内的主要供应商还包括领益智造、飞龙股份等零部件厂商，以及联想等服务器制造商。在中国台湾地区，富士康、双鸿科技和Delta Asia等公司是谷歌在亚洲此类零部件的主要供应商。其他受益于AI数据中心增长的中国零部件供应商还包括光模块制造商，如中际旭创和新易盛。此外，中国制造商在印刷电路板市场也占据主导地位，胜宏科技等公司已将英伟达和谷歌发展为客户。","news_type":1,"symbols_score_info":{"GOOGL":2,"GOOG":2}},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541662380397024,"gmtCreate":1773228121092,"gmtModify":1773228123446,"author":{"id":"3544518779726666","authorId":"3544518779726666","name":"里二外三","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544518779726666","authorIdStr":"3544518779726666"},"themes":[],"title":"","htmlText":"越大越有钱，越大出口越好","listText":"越大越有钱，越大出口越好","text":"越大越有钱，越大出口越好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541662380397024","repostId":"2618451069","repostType":4,"repost":{"id":"2618451069","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":1773225204,"share":"https://www.laohu8.com/m/news/2618451069?lang=zh_CN&edition=full","pubTime":"2026-03-11 18:33","market":"other","language":"zh","title":"过去六天，伊朗石油的出口量，比战前还多！","url":"https://stock-news.laohu8.com/highlight/detail?id=2618451069","media":"华尔街见闻","summary":"尽管霍尔木兹海峡受阻，伊朗原油出口反呈逆势增长。据Kpler数据，过去六天伊朗日均原油装载量达210万桶，高于战前2月200万桶的水平。与此同时，沙特等海湾邻国被迫削减供应，地缘分化效应显现。为规避封锁风险，伊朗已重启贾斯克码头探索绕道出口，但其运营效率远低于主枢纽哈尔克岛。摩根大通警告，若海峡持续封锁，全球供应将面临显著冲击。","content":"<html><head></head><body><p>尽管霍尔木兹<a href=\"https://laohu8.com/S/002320\">海峡</a>受阻，伊朗原油出口却不降反升，与海湾邻国被迫减供形成鲜明反差。</p>\n<p>3月11日，据油轮追踪公司Kpler数据，<strong>过去六天，伊朗日均原油装载量升至210万桶，高于2月（美伊冲突发生前）200万桶的出口水平。</strong>与此同时，<strong>沙特、伊拉克等海湾产油国则因航道受阻被迫削减供应</strong>、紧急寻找替代路线，地缘裂痕在供应端引发的分化效应正加速显现。</p>\n<p>油价因美伊局势剧烈震荡。周一市场恐慌情绪推动布伦特原油一度冲高至近120美元，创四年来新高；随后因特朗普释放“战争将很快结束”的信号，油价迅速回落。</p>\n<p>当前，市场对供应中断的担忧并未消散。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>测算，若海峡封锁持续两周，海湾地区每日将减少约380万桶原油供应，相当于全球总产量的3%以上。据媒体援引消息人士，七国集团正紧急磋商史上最大规模的战略石油储备释放方案，以应对潜在冲击。</p>\n<h2>霍尔木兹阴云密布，伊朗出口渠道保持运转</h2>\n<p>据油轮追踪机构Kpler数据，<strong>自冲突爆发以来，已有七艘油轮在伊朗近海完成原油装载，其中至少两艘最新作业位于波斯湾内。</strong>尽管霍尔木兹海峡安全形势持续恶化，伊朗原油出口渠道仍保持运转。</p>\n<p>自美以联军发动空袭以来，伊朗方面屡次威胁攻击穿越海峡的船只，导致大量商船绕行或滞航。国际海事组织统计显示，冲突爆发后不到两周内，霍尔木兹海峡附近已有十艘船只遭伊方袭击，造成至少七名船员死亡。</p>\n<p>伊朗外交部发言人接受CNBC采访时警告称，过境霍尔木兹海峡的油轮“必须非常小心”。对此，特朗普在福克斯新闻采访中回应称，滞留船只应“拿出勇气”强行通过，并称“没什么好怕的，他们没有海军，我们已经击沉了他们所有的船”。</p>\n<h2>伊朗探索绕道出口替代方案</h2>\n<p>据CNBC报道，伊朗已重启位于霍尔木兹海峡以南、阿曼湾沿岸的贾斯克石油天然气码头的原油装载作业。此举被视为德黑兰在当前地缘紧张局势下，试图绕开海峡、探索替代出口路线的信号。</p>\n<p><strong>贾斯克设施是伊朗唯一无需经过霍尔木兹海峡、可直接通向阿曼海的原油出口通道。</strong>然而，其运营效率远低于该国主要出口枢纽——位于霍尔木兹岛附近的哈尔克岛码头。</p>\n<p>油轮追踪机构TankerTrackers联合创始人Samir Madani表示，目前一艘伊朗船只正在贾斯克装载约200万桶原油，这是该地点五年来第五次进行装载作业。但他指出，在贾斯克为一艘超大型原油船（VLCC）完成装载最长需耗时10天，而在哈尔克岛仅需一至两天。</p>\n<p>Kpler分析师Nhway Khin Soe认为，<strong>贾斯克的重新启用显示德黑兰正在评估替代路线，但其能否成为可持续的出口通道仍存疑</strong>。Madani则直言，该设施“在国内宣传层面具有一定价值，但物流层面的优势十分有限”。</p>\n<p>霍尔木兹紧张局势未见缓和，全球能源市场仍面临持续的供应风险。分析认为，地缘冲突的演进方向，仍是主导未来油价走势的核心变量。</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>过去六天，伊朗石油的出口量，比战前还多！</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过去六天，伊朗石油的出口量，比战前还多！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-11 18:33 北京时间 <a href=https://wallstreetcn.com/articles/3767245><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管霍尔木兹海峡受阻，伊朗原油出口却不降反升，与海湾邻国被迫减供形成鲜明反差。\n3月11日，据油轮追踪公司Kpler数据，过去六天，伊朗日均原油装载量升至210万桶，高于2月（美伊冲突发生前）200万桶的出口水平。与此同时，沙特、伊拉克等海湾产油国则因航道受阻被迫削减供应、紧急寻找替代路线，地缘裂痕在供应端引发的分化效应正加速显现。\n油价因美伊局势剧烈震荡。周一市场恐慌情绪推动布伦特原油一度冲高至...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3767245\">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/694f12098a1183856ae9f1a61e97c6c4","relate_stocks":{"CVX":"雪佛龙","SHEL":"SHELL PLC SPON ADS EACH REPR 2 ORD SHS","BK4585":"ETF&股票定投概念","PBR":"巴西石油公司","XLE":"SPDR能源指数ETF","BP":"英国石油","00857":"中国石油股份","HAL":"哈里伯顿","USEG":"美国能源","PBF":"PBF Energy","SLB":"斯伦贝谢","BK4570":"地缘局势概念股","DVN":"德文能源","BKR":"Baker Hughes Co","BK4588":"碎股","TTE":"道达尔","INDO":"Indonesia Energy Corp Ltd.","00883":"中国海洋石油","COP":"康菲石油","EQNR":"Equinor ASA","VLO":"瓦莱罗能源","MPC":"马拉松原油","MUR":"墨菲石油","OXY":"西方石油","00386":"中国石油化工股份","XOM":"埃克森美孚","PSX":"Phillips 66"},"source_url":"https://wallstreetcn.com/articles/3767245","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2618451069","content_text":"尽管霍尔木兹海峡受阻，伊朗原油出口却不降反升，与海湾邻国被迫减供形成鲜明反差。\n3月11日，据油轮追踪公司Kpler数据，过去六天，伊朗日均原油装载量升至210万桶，高于2月（美伊冲突发生前）200万桶的出口水平。与此同时，沙特、伊拉克等海湾产油国则因航道受阻被迫削减供应、紧急寻找替代路线，地缘裂痕在供应端引发的分化效应正加速显现。\n油价因美伊局势剧烈震荡。周一市场恐慌情绪推动布伦特原油一度冲高至近120美元，创四年来新高；随后因特朗普释放“战争将很快结束”的信号，油价迅速回落。\n当前，市场对供应中断的担忧并未消散。摩根大通测算，若海峡封锁持续两周，海湾地区每日将减少约380万桶原油供应，相当于全球总产量的3%以上。据媒体援引消息人士，七国集团正紧急磋商史上最大规模的战略石油储备释放方案，以应对潜在冲击。\n霍尔木兹阴云密布，伊朗出口渠道保持运转\n据油轮追踪机构Kpler数据，自冲突爆发以来，已有七艘油轮在伊朗近海完成原油装载，其中至少两艘最新作业位于波斯湾内。尽管霍尔木兹海峡安全形势持续恶化，伊朗原油出口渠道仍保持运转。\n自美以联军发动空袭以来，伊朗方面屡次威胁攻击穿越海峡的船只，导致大量商船绕行或滞航。国际海事组织统计显示，冲突爆发后不到两周内，霍尔木兹海峡附近已有十艘船只遭伊方袭击，造成至少七名船员死亡。\n伊朗外交部发言人接受CNBC采访时警告称，过境霍尔木兹海峡的油轮“必须非常小心”。对此，特朗普在福克斯新闻采访中回应称，滞留船只应“拿出勇气”强行通过，并称“没什么好怕的，他们没有海军，我们已经击沉了他们所有的船”。\n伊朗探索绕道出口替代方案\n据CNBC报道，伊朗已重启位于霍尔木兹海峡以南、阿曼湾沿岸的贾斯克石油天然气码头的原油装载作业。此举被视为德黑兰在当前地缘紧张局势下，试图绕开海峡、探索替代出口路线的信号。\n贾斯克设施是伊朗唯一无需经过霍尔木兹海峡、可直接通向阿曼海的原油出口通道。然而，其运营效率远低于该国主要出口枢纽——位于霍尔木兹岛附近的哈尔克岛码头。\n油轮追踪机构TankerTrackers联合创始人Samir Madani表示，目前一艘伊朗船只正在贾斯克装载约200万桶原油，这是该地点五年来第五次进行装载作业。但他指出，在贾斯克为一艘超大型原油船（VLCC）完成装载最长需耗时10天，而在哈尔克岛仅需一至两天。\nKpler分析师Nhway Khin Soe认为，贾斯克的重新启用显示德黑兰正在评估替代路线，但其能否成为可持续的出口通道仍存疑。Madani则直言，该设施“在国内宣传层面具有一定价值，但物流层面的优势十分有限”。\n霍尔木兹紧张局势未见缓和，全球能源市场仍面临持续的供应风险。分析认为，地缘冲突的演进方向，仍是主导未来油价走势的核心变量。","news_type":1,"symbols_score_info":{"CVX":2,"OXY":2,"TTE":2,"PSX":2,"DVN":2,"PBR":2,"BP":2,"HAL":2,"BKR":2,"MUR":2,"USEG":2,"00883":2,"COP":2,"SHEL":2,"EQNR":2,"CLmain":2,"PBF":2,"INDO":2,"SLB":2,"XOM":2,"00857":2,"00386":2,"BZmain":2,"VLO":2,"MPC":2,"XLE":1.5}},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539739754913800,"gmtCreate":1772796036466,"gmtModify":1772796038795,"author":{"id":"3544518779726666","authorId":"3544518779726666","name":"里二外三","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544518779726666","authorIdStr":"3544518779726666"},"themes":[],"title":"","htmlText":"摩根大通?","listText":"摩根大通?","text":"摩根大通?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539739754913800","repostId":"2617787688","repostType":2,"repost":{"id":"2617787688","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":1772786232,"share":"https://www.laohu8.com/m/news/2617787688?lang=zh_CN&edition=full","pubTime":"2026-03-06 16:37","market":"sg","language":"zh","title":"看完发布会，摩根大通更坚定看好比亚迪：不要纠结25年业绩，闪充有望颠覆行业！","url":"https://stock-news.laohu8.com/highlight/detail?id=2617787688","media":"华尔街见闻","summary":"摩根大通认为，二代刀片电池与闪充网络的组合，正在将比亚迪推向电动汽车普及下一阶段的领跑位置。只要跨越短期的业绩扰动，比亚迪预计将在新产品周期和技术突破的强劲驱动下重聚向上动能。 ","content":"<html><head></head><body><blockquote><p>摩根大通认为，二代刀片电池与闪充网络的组合，正在将比亚迪推向电动汽车普及下一阶段的领跑位置。只要跨越短期的业绩扰动，比亚迪预计将在新产品周期和技术突破的强劲驱动下重聚向上动能。</p></blockquote><p style=\"text-align: left;\">摩根大通坚定看好比亚迪，认为第二代刀片电池与闪充网络的组合，正在将比亚迪推向电动汽车普及下一阶段的领跑位置。</p><p style=\"text-align: left;\">3月5日，据华尔街见闻文章称，比亚迪发布第二代刀片电池及闪充技术。3月6日，据追风交易台消息，摩根大通最新研报明确指出，这一结合了电池创新、极致安全性与可扩展充电生态的一体化方案，正成为电动汽车普及下一阶段的绝对领跑者，<strong>超快充成为颠覆因素。</strong></p><p style=\"text-align: left;\">研报指出，摩根大通认为，<strong>最核心的信号是：</strong>不要过度纠结于即将公布的2025年业绩可能带来的盈利预测下调风险。该行分析师强调，<strong>只要跨越短期的业绩扰动，比亚迪股价预计将在新产品周期和技术突破的强劲驱动下重聚向上动能。</strong></p><p style=\"text-align: left;\">摩根大通维持对比亚迪港股的“增持”评级，并给出截至2026年12月31日高达110.00港元的目标价，<strong>较当前93港元有近20%的上升空间。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d824a0cb0433817c6a22b2be59551f54\" tg-width=\"808\" tg-height=\"432\"/></p><p style=\"text-align: center;\">（来源：Wind）</p><h2 id=\"id_823285164\" style=\"text-align: left;\">闪充9分钟，重新定义行业标准</h2><p style=\"text-align: left;\">据华尔街见闻文章称，在3月5日的科技日发布会上，比亚迪董事长王传福现场展示了第二代刀片电池的核心数据：支持最高8C充电速率，从10%充至97%仅需9分钟，创全球量产车型最快充电纪录。现场实测比亚迪海豹07EV全程耗时8分44秒。</p><p style=\"text-align: left;\">更值得关注的是低温表现——在哈尔滨零下20摄氏度环境下，从20%充至97%仅需12分钟，较常温仅多约3分钟，直接击中新能源车冬季补能的核心痛点。</p><p style=\"text-align: left;\">能量密度方面，新电池达到约200Wh/kg，较第一代提升约50%，跻身主流三元锂电池水准；循环寿命理论可达4000次，对应约15年用车周期。</p><p style=\"text-align: left;\"><strong>安全测试同样超越国标：</strong>500次闪充循环后针刺无烟无火，热扩散测试将触发条件提升至同时短路4节电芯，底部撞击标准达新国标10倍。</p><h2 id=\"id_1266486173\" style=\"text-align: left;\">基础设施：2万座闪充站，构建护城河</h2><p style=\"text-align: left;\">摩根大通高度评价了比亚迪在充电网络建设上的雄心，<strong>超快充将成为颠覆因素。</strong></p><p style=\"text-align: left;\">比亚迪当天同步发布"闪充中国"战略，目前已建成4239座闪充站，计划2026年底扩至2万座，最终实现城区90%区域5公里内可找到一个闪充站。</p><p style=\"text-align: left;\">摩根大通指出，比亚迪部署的是全球最大量产充电桩（单枪功率1.5兆瓦），且全部集成储能系统以降低电网冲击。</p><blockquote><p style=\"text-align: left;\">"比亚迪的一体化方案——结合了电池创新、领先的安全性和可扩展充电生态——使其成为电动汽车普及下一阶段的领跑者。"</p></blockquote><h2 id=\"id_4039732532\" style=\"text-align: left;\">坚定看好比亚迪</h2><p style=\"text-align: left;\">研报称，基于上述技术突破与新车型的密集投放（预计4、5月开始交付10款新车型），摩根大通预计比亚迪销量将从2026年1季度的约70万辆，强劲环比反弹至2季度的110万至120万辆。<strong>对于当前市场，投资者应密切关注4月24日北京车展前后门店客流量的反弹情况。</strong></p><p style=\"text-align: left;\">放眼长远，<strong>摩根大通认为2026年将是比亚迪全球化战略的重要拐点。</strong>其位于泰国、印尼、巴西和匈牙利的四个海外基地产能将逐步爬坡。比亚迪正以可量产、可规模化部署的硬核技术，而非单纯的价格战，在全球市场从容应战。</p><p style=\"text-align: left;\">基于现金流折现与综合估值法，摩根大通计算出其长期合理股价区间在94至121港元之间，<strong>110港元的目标价正彰显了对其未来价值的坚定信心。</strong></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>看完发布会，摩根大通更坚定看好比亚迪：不要纠结25年业绩，闪充有望颠覆行业！</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看完发布会，摩根大通更坚定看好比亚迪：不要纠结25年业绩，闪充有望颠覆行业！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-06 16:37 北京时间 <a href=https://wallstreetcn.com/articles/3766893><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根大通认为，二代刀片电池与闪充网络的组合，正在将比亚迪推向电动汽车普及下一阶段的领跑位置。只要跨越短期的业绩扰动，比亚迪预计将在新产品周期和技术突破的强劲驱动下重聚向上动能。摩根大通坚定看好比亚迪，认为第二代刀片电池与闪充网络的组合，正在将比亚迪推向电动汽车普及下一阶段的领跑位置。3月5日，据华尔街见闻文章称，比亚迪发布第二代刀片电池及闪充技术。3月6日，据追风交易台消息，摩根大通最新研报...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3766893\">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/45e5e005a453a59287c71f4cbf428610","relate_stocks":{"SG9999002224.SGD":"Allianz Global High Payout SGD","BK0070":"员工持股","SG9999006514.SGD":"United Asia Consumer Fund SGD","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","BK4504":"桥水持仓","LU2449936058.SGD":"SUSTAINABLE ASIA EQUITY \"AA\" (SGD) ACC","BK1504":"苹果概念","LU1997244956.HKD":"ALLIANZ CHINA A-SHARES \"AT\" (HKD) ACC A","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","BK1594":"碳中和概念股","LU1997245094.SGD":"安联神州A股基金AT Acc SGD","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS \"A2\" (USD) INC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","01211":"比亚迪股份","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0359201612.USD":"贝莱德中国基金A2","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU0274383008.USD":"MANULIFE GF ASIAN SMALL CAP EQUITY \"AA\" (USD) INC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","BK0155":"锂电池","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS \"A2\" (USD) ACC","BK0169":"共享汽车","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","BK4516":"特朗普概念","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0505663152.USD":"abrdn SICAV I - FUTURE MINERALS \"A\" (USD) ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK1607":"新IT概念","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","BK4585":"ETF&股票定投概念","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU0106831901.USD":"贝莱德世界金融基金A2","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LIT":"Global X Lithium & Battery Tech ETF","BK4588":"碎股","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0823426308.USD":"法巴中国股票基金","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","BK1610":"ETF&股票定投概念","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","BK1582":"深圳本地概念股","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU2360107325.USD":"BGF FUTURE OF TRANSPORT \"A4\" (USD) INC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0823414478.USD":"法巴经典能源转换基金","BK1580":"烟草概念","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","BK1589":"北水核心资产","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU2237443465.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU1720050803.USD":"安联全方位中国股票基金","BK1149":"通信设备","BK4581":"高盛持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","BK1119":"汽车制造商","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU2289578879.USD":"ALLIANZ CHINA A OPPORTUNITIES \"AT\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU1997245177.USD":"安联神洲A股基金","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","LU0048584097.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK0014":"新能源汽车","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK0264":"汽车制造","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0259732245.USD":"EASTSPRING INVESTMENTS DRAGON PEACOCK A","LU0828238088.HKD":"SCHRODER ISF GLBL EMGNG MKT OPPS \"A\" (HKD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0084288322.USD":"Natixis Asia Equity RD USD","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","BK4566":"资本集团","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","002594":"比亚迪","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0531970944.HKD":"HSBC GIF BRIC EQUITY \"AC\" (HKD) ACC","LU2663582299.SGD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOL \"A2\" (SGDHDG) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1508157978.USD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOLUTE RETURN \"A\" (USD) ACC","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0469268626.HKD":"AB FCP I-ASIA EX JAPAN EQUITY PTF(AD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","BK4207":"综合性银行","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU2580892789.USD":"FRANKLIN SEALAND CHINA A-SHARES \"A\" (USD) ACC","SG9999006597.SGD":"United China-India Dynamic Growth SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0052750758.USD":"富兰克林中国基金A Acc","LU2580892862.HKD":"FRANKLIN SEALAND CHINA A-SHARES \"A\" (HKD) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD) INC AV","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU1146622755.USD":"安本中国A股股票基金A Acc","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0269904917.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) ACC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK1539":"汽车股","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0543330566.HKD":"TEMPLETON BRIC \"A\" (HKD) ACC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU1820825898.SGD":"Aberdeen Standard SICAV I - China A Share Equity A Acc SGD-H","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU1861214812.USD":"Blackrock Future of Transport A2 USD","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1861219969.SGD":"Blackrock Future of Transport A2 SGD-H","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU2237443895.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","LU0251132253.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","LU0971096721.USD":"富达环球金融服务 A","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU0823426480.USD":"法巴中国股票经典Dis","BK1540":"电池","LU0633140560.USD":"AB EMERGING MARKET MULTI ASSET PORTFOLIO \"A\" (USD) ACC","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0633140727.USD":"AB EMERGING MARKETS MULTI ASSET PORTFOLIO \"AD\" (USD) INC","BK1515":"抗疫概念","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","LU1032466523.USD":"高盛全球多资产收益组合Acc","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU0165289439.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AC\" ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","BK0183":"MSCI概念","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU2153592121.USD":"Aberdeen Standard SICAV I - Emerging Markets Sustainable Development Equity A Acc USD","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","BK4534":"瑞士信贷持仓","LU2348774022.SGD":"Aberdeen Standard SICAV I - Emerging Markets Sustainable Development Equity A Acc SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","BK0188":"融资融券","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0509642566.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) INC AV","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU0594300419.USD":"富达中国消费基金A","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK0196":"行业龙头","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","BK1522":"燃料电池","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","BK0072":"苹果","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","BK1509":"特斯拉概念股","LU2495084118.USD":"ALLIANZ CHINA A-SHARES \"ATH\" (USDHDG) ACC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0683595622.HKD":"AB SICAV I-EM.MKTS MUL.ASS.PTF(AD)","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","SG9999002232.USD":"Allianz Global High Payout USD","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC"},"source_url":"https://wallstreetcn.com/articles/3766893","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2617787688","content_text":"摩根大通认为，二代刀片电池与闪充网络的组合，正在将比亚迪推向电动汽车普及下一阶段的领跑位置。只要跨越短期的业绩扰动，比亚迪预计将在新产品周期和技术突破的强劲驱动下重聚向上动能。摩根大通坚定看好比亚迪，认为第二代刀片电池与闪充网络的组合，正在将比亚迪推向电动汽车普及下一阶段的领跑位置。3月5日，据华尔街见闻文章称，比亚迪发布第二代刀片电池及闪充技术。3月6日，据追风交易台消息，摩根大通最新研报明确指出，这一结合了电池创新、极致安全性与可扩展充电生态的一体化方案，正成为电动汽车普及下一阶段的绝对领跑者，超快充成为颠覆因素。研报指出，摩根大通认为，最核心的信号是：不要过度纠结于即将公布的2025年业绩可能带来的盈利预测下调风险。该行分析师强调，只要跨越短期的业绩扰动，比亚迪股价预计将在新产品周期和技术突破的强劲驱动下重聚向上动能。摩根大通维持对比亚迪港股的“增持”评级，并给出截至2026年12月31日高达110.00港元的目标价，较当前93港元有近20%的上升空间。（来源：Wind）闪充9分钟，重新定义行业标准据华尔街见闻文章称，在3月5日的科技日发布会上，比亚迪董事长王传福现场展示了第二代刀片电池的核心数据：支持最高8C充电速率，从10%充至97%仅需9分钟，创全球量产车型最快充电纪录。现场实测比亚迪海豹07EV全程耗时8分44秒。更值得关注的是低温表现——在哈尔滨零下20摄氏度环境下，从20%充至97%仅需12分钟，较常温仅多约3分钟，直接击中新能源车冬季补能的核心痛点。能量密度方面，新电池达到约200Wh/kg，较第一代提升约50%，跻身主流三元锂电池水准；循环寿命理论可达4000次，对应约15年用车周期。安全测试同样超越国标：500次闪充循环后针刺无烟无火，热扩散测试将触发条件提升至同时短路4节电芯，底部撞击标准达新国标10倍。基础设施：2万座闪充站，构建护城河摩根大通高度评价了比亚迪在充电网络建设上的雄心，超快充将成为颠覆因素。比亚迪当天同步发布\"闪充中国\"战略，目前已建成4239座闪充站，计划2026年底扩至2万座，最终实现城区90%区域5公里内可找到一个闪充站。摩根大通指出，比亚迪部署的是全球最大量产充电桩（单枪功率1.5兆瓦），且全部集成储能系统以降低电网冲击。\"比亚迪的一体化方案——结合了电池创新、领先的安全性和可扩展充电生态——使其成为电动汽车普及下一阶段的领跑者。\"坚定看好比亚迪研报称，基于上述技术突破与新车型的密集投放（预计4、5月开始交付10款新车型），摩根大通预计比亚迪销量将从2026年1季度的约70万辆，强劲环比反弹至2季度的110万至120万辆。对于当前市场，投资者应密切关注4月24日北京车展前后门店客流量的反弹情况。放眼长远，摩根大通认为2026年将是比亚迪全球化战略的重要拐点。其位于泰国、印尼、巴西和匈牙利的四个海外基地产能将逐步爬坡。比亚迪正以可量产、可规模化部署的硬核技术，而非单纯的价格战，在全球市场从容应战。基于现金流折现与综合估值法，摩根大通计算出其长期合理股价区间在94至121港元之间，110港元的目标价正彰显了对其未来价值的坚定信心。","news_type":1,"symbols_score_info":{"002594":2,"LIT":1,"01211":2}},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539443079996464,"gmtCreate":1772718131475,"gmtModify":1772718133986,"author":{"id":"3544518779726666","authorId":"3544518779726666","name":"里二外三","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544518779726666","authorIdStr":"3544518779726666"},"themes":[],"title":"","htmlText":"霍尔姆斯海峡已经开始恢复正常了","listText":"霍尔姆斯海峡已经开始恢复正常了","text":"霍尔姆斯海峡已经开始恢复正常了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539443079996464","repostId":"2617549301","repostType":4,"repost":{"id":"2617549301","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":1772711456,"share":"https://www.laohu8.com/m/news/2617549301?lang=zh_CN&edition=full","pubTime":"2026-03-05 19:50","market":"nz","language":"zh","title":"中东冲突威胁，韩国警告：芯片供应链面临“中断”风险！","url":"https://stock-news.laohu8.com/highlight/detail?id=2617549301","media":"华尔街见闻","summary":"韩国执政党议员表示，中东地缘政治紧张局势若持续蔓延，将对韩国半导体产业构成实质性威胁。他指出，油价上涨将推高国内电力成本，进而削弱韩国芯片的价格竞争力，同时关键原材料供应中断和物流成本攀升也是行业面临的重大隐患。","content":"<html><head></head><body><blockquote><p>韩国执政党议员表示，中东地缘政治紧张局势若持续蔓延，将对韩国半导体产业构成实质性威胁。他指出，油价上涨将推高国内电力成本，进而削弱韩国芯片的价格竞争力，同时关键原材料供应中断和物流成本攀升也是行业面临的重大隐患。</p></blockquote><p style=\"text-align: left;\">中东局势持续恶化，正将冲击波传导至全球半导体产业链核心。韩国——这一全球最重要的芯片生产基地之一——已率先发出警报。</p><p style=\"text-align: left;\">周五，韩国执政党共同民主党议员Kim Young-bae在与三星电子、SK海力士高管及国内行业协会会面后，于电视发布会上公开表示，<strong>中东地缘政治紧张局势若持续蔓延，将对韩国半导体产业构成实质性威胁。他指出，油价上涨将推高国内电力成本，进而削弱韩国芯片的价格竞争力，同时关键原材料供应中断和物流成本攀升也是行业面临的重大隐患。</strong></p><p style=\"text-align: left;\">韩国对中东能源的高度依赖，是此次风险敞口的根源所在。Kim Young-bae指出，韩国70%的石油供应来自中东地区。一旦该地区冲突持续升级，油价走高将直接推升韩国国内工业用电成本，而半导体制造属于高度耗能行业，电力成本的上涨将直接压缩芯片厂商的利润空间，并削弱其在全球市场的价格竞争力。</p><p style=\"text-align: left;\">除能源外，半导体生产所需的关键原材料同样面临供应风险。Kim Young-bae表示，韩国半导体企业从中东采购氦气等核心生产材料，若相关供应受阻，将直接影响芯片产能。他同时强调，物流与运输成本上升将是中东局势带来的"最大问题"，航运路线受阻或运费大幅攀升，均可能对韩国芯片企业的供应链管理造成压力。</p><p style=\"text-align: left;\">面对行业诉求，韩国政府已着手采取应对措施。Kim Young-bae表示，<strong>他正在推进一项提案，计划根据各行业的具体需求，灵活动用国家战略石油储备。当局已向国内炼油商开放国家石油储备，以限制对工业生产的冲击。</strong></p><p style=\"text-align: left;\">法国巴黎银行分析师预计，韩国政府将推出更多支持措施以缓冲当前局势带来的经济冲击，并指出政府还可能考虑进一步下调燃油税。</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>中东冲突威胁，韩国警告：芯片供应链面临“中断”风险！</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中东冲突威胁，韩国警告：芯片供应链面临“中断”风险！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-05 19:50 北京时间 <a href=https://wallstreetcn.com/articles/3766819><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>韩国执政党议员表示，中东地缘政治紧张局势若持续蔓延，将对韩国半导体产业构成实质性威胁。他指出，油价上涨将推高国内电力成本，进而削弱韩国芯片的价格竞争力，同时关键原材料供应中断和物流成本攀升也是行业面临的重大隐患。中东局势持续恶化，正将冲击波传导至全球半导体产业链核心。韩国——这一全球最重要的芯片生产基地之一——已率先发出警报。周五，韩国执政党共同民主党议员Kim Young-bae在与三星电子、...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3766819\">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/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4535":"淡马锡持仓","07747":"南方两倍做多三星电子","07709":"南方两倍做多海力士"},"source_url":"https://wallstreetcn.com/articles/3766819","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2617549301","content_text":"韩国执政党议员表示，中东地缘政治紧张局势若持续蔓延，将对韩国半导体产业构成实质性威胁。他指出，油价上涨将推高国内电力成本，进而削弱韩国芯片的价格竞争力，同时关键原材料供应中断和物流成本攀升也是行业面临的重大隐患。中东局势持续恶化，正将冲击波传导至全球半导体产业链核心。韩国——这一全球最重要的芯片生产基地之一——已率先发出警报。周五，韩国执政党共同民主党议员Kim Young-bae在与三星电子、SK海力士高管及国内行业协会会面后，于电视发布会上公开表示，中东地缘政治紧张局势若持续蔓延，将对韩国半导体产业构成实质性威胁。他指出，油价上涨将推高国内电力成本，进而削弱韩国芯片的价格竞争力，同时关键原材料供应中断和物流成本攀升也是行业面临的重大隐患。韩国对中东能源的高度依赖，是此次风险敞口的根源所在。Kim Young-bae指出，韩国70%的石油供应来自中东地区。一旦该地区冲突持续升级，油价走高将直接推升韩国国内工业用电成本，而半导体制造属于高度耗能行业，电力成本的上涨将直接压缩芯片厂商的利润空间，并削弱其在全球市场的价格竞争力。除能源外，半导体生产所需的关键原材料同样面临供应风险。Kim Young-bae表示，韩国半导体企业从中东采购氦气等核心生产材料，若相关供应受阻，将直接影响芯片产能。他同时强调，物流与运输成本上升将是中东局势带来的\"最大问题\"，航运路线受阻或运费大幅攀升，均可能对韩国芯片企业的供应链管理造成压力。面对行业诉求，韩国政府已着手采取应对措施。Kim Young-bae表示，他正在推进一项提案，计划根据各行业的具体需求，灵活动用国家战略石油储备。当局已向国内炼油商开放国家石油储备，以限制对工业生产的冲击。法国巴黎银行分析师预计，韩国政府将推出更多支持措施以缓冲当前局势带来的经济冲击，并指出政府还可能考虑进一步下调燃油税。","news_type":1,"symbols_score_info":{"07747":1.61,"07709":1.67}},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539052575020584,"gmtCreate":1772625587501,"gmtModify":1772625589644,"author":{"id":"3544518779726666","authorId":"3544518779726666","name":"里二外三","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544518779726666","authorIdStr":"3544518779726666"},"themes":[],"title":"","htmlText":"下一个目标出现了","listText":"下一个目标出现了","text":"下一个目标出现了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/539052575020584","repostId":"1165180792","repostType":2,"repost":{"id":"1165180792","kind":"news","pubTimestamp":1772618318,"share":"https://www.laohu8.com/m/news/1165180792?lang=zh_CN&edition=full","pubTime":"2026-03-04 17:58","market":"us","language":"zh","title":"伊朗确定最高领袖候选人","url":"https://stock-news.laohu8.com/highlight/detail?id=1165180792","media":"央视新闻客户端","summary":"据伊朗方面4日消息，伊朗已确定最高领袖的几位候选人，即将从中选出最高领袖。哈塔米说，“最高领袖人选即将确定，我们已接近得出结论，但国内局势处于战争状态。”伊朗专家会议是负责选举、监督和罢免最高领袖的权力机构。有消息称他受到普遍认可，可能成为下一任伊朗最高领袖。此前有知情人士称，伊朗最高领袖选举可能在已故最高领袖哈梅内伊葬礼后以在场方式举行。","content":"<html><head></head><body><p>据伊朗方面4日消息，伊朗已确定最高领袖的几位候选人，即将从中选出最高领袖。</p><p>据伊朗负责选举新任最高领袖的专家会议成员艾哈迈德·哈塔米3月4日对伊朗国家电视台表示，伊朗即将选出新任最高领袖，以接替遇害的哈梅内伊。哈塔米说，“最高领袖人选即将确定，我们已接近得出结论，但国内局势处于战争状态。”</p><p>伊朗专家会议是负责选举、监督和罢免最高领袖的权力机构。</p><p>另据消息人士称，哈梅内伊之子穆杰塔巴·哈梅内伊平安。有消息称他受到普遍认可，可能成为下一任伊朗最高领袖。</p><p>此前有知情人士称，伊朗最高领袖选举可能在已故最高领袖哈梅内伊葬礼后以在场方式举行。据伊朗方面消息，伊朗将于4日晚为已故最高领袖哈梅内伊举行告别仪式，仪式将持续3天。</p></body></html>","source":"lsy1568181200495","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>伊朗确定最高领袖候选人</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伊朗确定最高领袖候选人\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-04 17:58 北京时间 <a href=https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=3062503846551567257&t=1772617608620&toc_style_id=feeds_default&track_id=DD045BC3-8A1D-4877-B5EF-FCFA4B351230_794310703442&share_to=copy_url><strong>央视新闻客户端</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据伊朗方面4日消息，伊朗已确定最高领袖的几位候选人，即将从中选出最高领袖。据伊朗负责选举新任最高领袖的专家会议成员艾哈迈德·哈塔米3月4日对伊朗国家电视台表示，伊朗即将选出新任最高领袖，以接替遇害的哈梅内伊。哈塔米说，“最高领袖人选即将确定，我们已接近得出结论，但国内局势处于战争状态。”伊朗专家会议是负责选举、监督和罢免最高领袖的权力机构。另据消息人士称，哈梅内伊之子穆杰塔巴·哈梅内伊平安。有消息...</p>\n\n<a href=\"https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=3062503846551567257&t=1772617608620&toc_style_id=feeds_default&track_id=DD045BC3-8A1D-4877-B5EF-FCFA4B351230_794310703442&share_to=copy_url\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/fa0ad06a82df03709119ec2be27ec87b","relate_stocks":{"VIX":"标普500波动率指数"},"source_url":"https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=3062503846551567257&t=1772617608620&toc_style_id=feeds_default&track_id=DD045BC3-8A1D-4877-B5EF-FCFA4B351230_794310703442&share_to=copy_url","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165180792","content_text":"据伊朗方面4日消息，伊朗已确定最高领袖的几位候选人，即将从中选出最高领袖。据伊朗负责选举新任最高领袖的专家会议成员艾哈迈德·哈塔米3月4日对伊朗国家电视台表示，伊朗即将选出新任最高领袖，以接替遇害的哈梅内伊。哈塔米说，“最高领袖人选即将确定，我们已接近得出结论，但国内局势处于战争状态。”伊朗专家会议是负责选举、监督和罢免最高领袖的权力机构。另据消息人士称，哈梅内伊之子穆杰塔巴·哈梅内伊平安。有消息称他受到普遍认可，可能成为下一任伊朗最高领袖。此前有知情人士称，伊朗最高领袖选举可能在已故最高领袖哈梅内伊葬礼后以在场方式举行。据伊朗方面消息，伊朗将于4日晚为已故最高领袖哈梅内伊举行告别仪式，仪式将持续3天。","news_type":1,"symbols_score_info":{"VIX":2}},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}