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Milanny
Milanny
·
04-11
说的跟之前没使用武力似的…
特朗普：若伊朗在谈判中不配合，我们已做好军事准备
特朗普准备动用武力。
特朗普：若伊朗在谈判中不配合，我们已做好军事准备
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Milanny
Milanny
·
04-01
自己公司赚的最多的一支股票对他从来没有过吸引力……
“股神”巴菲特仍坐镇投资一线：小额出手、加仓美债，直言苹果暂无吸引力
智通财经APP获悉，已经卸任伯克希尔哈撒韦首席执行官的“股神”巴菲特周二在接受采访时表示，他仍密切参与公司的投资决策，并补充称自己最近进行了一笔“微小”的新投资。巴菲特表示，他仍然每天到办公室办公，并持续关注市场动态，与同事一起参与交易决策。巴菲特表示，米勒德的办公室距离他约20英尺远，并根据这些讨论执行交易。巴菲特称，尽管苹果股价从近期高点下跌超14%，本月跌幅超6%，但目前吸引力依然不足。
“股神”巴菲特仍坐镇投资一线：小额出手、加仓美债，直言苹果暂无吸引力
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Milanny
Milanny
·
03-23
蔚来？？？我不属于新能源了？
港股异动 | 新能源车企板块逆市上涨，零跑汽车、吉利汽车涨超5%，比亚迪股份涨超2%
3月23日，新能源车企板块逆市上涨，$零跑汽车(09863)$、$吉利汽车(00175)$涨超5%，$比亚迪股份(01211)$涨超2%，$赛力斯(09927)$涨超1%
港股异动 | 新能源车企板块逆市上涨，零跑汽车、吉利汽车涨超5%，比亚迪股份涨超2%
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Milanny
Milanny
·
01-28
28年再以质量不达标取消合同，666
报道：供应链消息称，苹果之后，英伟达下一代GPU也将合作英特尔，以取悦特朗普
供应链人士透露，英伟达预计在2028年推出的Feynman架构平台将与英特尔合作，英伟达在合作中采用"量少、低阶、非核心"的合作策略。除英伟达外，苹果、谷歌、微软、AWS、高通、博通等企业也在与英特尔洽谈合作。分析认为，在政治、供应链韧性与台积电先进封装产能受限的现实下，美国芯片大厂势必启动双代工策略。
报道：供应链消息称，苹果之后，英伟达下一代GPU也将合作英特尔，以取悦特朗普
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Milanny
Milanny
·
01-19
1/13日发了2025年10月的新闻？
财报前瞻｜强生本季度营收预计增7.77%，机构观点偏乐观
强生将在2025年10月21日发布最新季度财报，市场关注创新医学与医疗设备双引擎表现及利润结构变化。市场一致预期本季度强生总收入预计为241.62亿美元，同比增7.77%；调整后每股收益预计为2.44美元，同比增21.50%；息税前利润预计为71.40亿美元，同比增29.88%；预计毛利率、净利率暂无一致公开预测。结合最新季度的工具一致预期，本季度收入与EPS仍呈同比增长，市场对创新医学与医疗设备双引擎的持续性持偏乐观态度。
财报前瞻｜强生本季度营收预计增7.77%，机构观点偏乐观
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Milanny
Milanny
·
2025-07-30
解读：今天股市平稳，联储决定符合预期
高盛：美联储会议可能引发大波动，投资者应密切留意地区性银行板块
平均单日波动达2.5%。
高盛：美联储会议可能引发大波动，投资者应密切留意地区性银行板块
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Milanny
Milanny
·
2025-06-04
这么快就割了？不再养几个月......
小马智行盘中大跌，自动驾驶技术大规模商业化仍面临诸多挑战
投资者对短期盈利前景持谨慎态度。
小马智行盘中大跌，自动驾驶技术大规模商业化仍面临诸多挑战
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Milanny
Milanny
·
2025-06-01
没有变化，因为早就清仓了啊，确实没有变化
蔚来：总裁秦力洪的持股数量未发生任何变动
该信息完全失实。
蔚来：总裁秦力洪的持股数量未发生任何变动
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Milanny
Milanny
·
2024-11-27
？？？关税关这几个新能源毛事？出口是不可能的反正
非常抱歉，此主贴已删除
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Milanny
Milanny
·
2024-07-30
他知道自己在说什么嘛？[捂脸]
何小鹏：小鹏汽车是全球唯二实现端到端大模型量产落地的车企
在本周二（7月30日）举行的小鹏AI智驾发布会上，何小鹏表示：小鹏汽车是全球唯二，国内率先实现端到端大模型量产上车的车企。他透露，小鹏汽车在AI训练上已投入了35亿费用，包括算力、人工。在端到端加持下，小鹏智驾进化能力加速，大版本能力的提升，从13个月逐步缩减。到今年年底，小鹏能够实现自动过ETC，打通园区内部道路，这意味着XNGP实现智驾能力的跨越只需要5个月。他还表示，端到端加持下，XNGP具有更强的学习能力，能够处理更复杂的道路情况，在规则时代这是难以实现的。随着数据学习的增加，XNGP能力不断提升，没有使用大模型的智驾都将被淘汰。
何小鹏：小鹏汽车是全球唯二实现端到端大模型量产落地的车企
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23:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周五，美股盘中快速下挫。据纽约邮报报道，特朗普表示，如果和平谈判失败，美国军舰正在补充“最好的弹药”，以恢复对伊朗的打击。特朗普发表此番言论前不久，美国副总统万斯登上了前往伊斯兰堡的空军二号飞机。他将在那里与威特科夫和库什纳会合，进行和平谈判。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca4a2aa7eff71088e9963831fc661c7e\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7147db60373f75b012bc115d3b971c6d\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba36b38a930d25a14ed915ea85794e71\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>当被问及是否认为谈判会成功时，特朗普在电话采访中表示：“我们大约24小时后就会知道。我们很快就会知道。”“我们正在进行重置。我们正在给战舰装载最精良的弹药和最先进、性能最佳的武器——甚至比我们之前使用的还要好，而之前我们已经把他们打垮了。”“如果我们没有达成协议，我们将使用它们，而且我们将非常有效地使用它们。”</p><p>特朗普说：“你面对的是我们不知道他们是否说实话的人。当着我们的面，他们说会放弃所有核武器，一切都没了。然后他们出去对媒体说，‘不，我们想进行铀浓缩。’所以我们会弄清楚的。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/e5f0667b28908ea81c4feafc83802afa","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175047334","content_text":"周五，美股盘中快速下挫。据纽约邮报报道，特朗普表示，如果和平谈判失败，美国军舰正在补充“最好的弹药”，以恢复对伊朗的打击。特朗普发表此番言论前不久，美国副总统万斯登上了前往伊斯兰堡的空军二号飞机。他将在那里与威特科夫和库什纳会合，进行和平谈判。当被问及是否认为谈判会成功时，特朗普在电话采访中表示：“我们大约24小时后就会知道。我们很快就会知道。”“我们正在进行重置。我们正在给战舰装载最精良的弹药和最先进、性能最佳的武器——甚至比我们之前使用的还要好，而之前我们已经把他们打垮了。”“如果我们没有达成协议，我们将使用它们，而且我们将非常有效地使用它们。”特朗普说：“你面对的是我们不知道他们是否说实话的人。当着我们的面，他们说会放弃所有核武器，一切都没了。然后他们出去对媒体说，‘不，我们想进行铀浓缩。’所以我们会弄清楚的。”","news_type":1,"symbols_score_info":{".DJI":2,".SPX":2,".IXIC":2}},"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548660509618832,"gmtCreate":1774973802486,"gmtModify":1774973805012,"author":{"id":"3557443939018403","authorId":"3557443939018403","name":"Milanny","avatar":"https://static.tigerbbs.com/9ce1568117c99dfaeef70a780517060c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557443939018403","idStr":"3557443939018403"},"themes":[],"title":"","htmlText":"自己公司赚的最多的一支股票对他从来没有过吸引力……","listText":"自己公司赚的最多的一支股票对他从来没有过吸引力……","text":"自己公司赚的最多的一支股票对他从来没有过吸引力……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/548660509618832","repostId":"2623876625","repostType":4,"repost":{"id":"2623876625","kind":"news","pubTimestamp":1774969804,"share":"https://www.laohu8.com/m/news/2623876625?lang=zh_CN&edition=full","pubTime":"2026-03-31 23:10","market":"us","language":"zh","title":"“股神”巴菲特仍坐镇投资一线：小额出手、加仓美债，直言苹果暂无吸引力","url":"https://stock-news.laohu8.com/highlight/detail?id=2623876625","media":"智通财经","summary":"智通财经APP获悉，已经卸任伯克希尔哈撒韦首席执行官的“股神”巴菲特周二在接受采访时表示，他仍密切参与公司的投资决策，并补充称自己最近进行了一笔“微小”的新投资。巴菲特表示，他仍然每天到办公室办公，并持续关注市场动态，与同事一起参与交易决策。巴菲特表示，米勒德的办公室距离他约20英尺远，并根据这些讨论执行交易。巴菲特称，尽管苹果股价从近期高点下跌超14%，本月跌幅超6%，但目前吸引力依然不足。","content":"<html><head></head><body><p>已经卸任<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦(BRK.A.US)首席执行官的“股神”巴菲特周二在接受采访时表示，他仍密切参与公司的投资决策，并补充称自己最近进行了一笔“微小”的新投资。</p><p>巴菲特表示，他仍然每天到办公室办公，并持续关注市场动态，与同事一起参与交易决策。巴菲特描述了自己的日常工作安排，其中包括在开盘前致电伯克希尔哈撒韦金融资产主管米勒德(Mark Millard)讨论市场进展。</p><p>巴菲特表示，米勒德的办公室距离他约20英尺远，并根据这些讨论执行交易。他强调，尽管已在2026年初将首席执行官职位交给阿贝尔(Greg Abel)，自己仍保持亲自参与的工作方式。</p><p>巴菲特在采访中表示：“我不会做任何阿贝尔认为不正确的投资……阿贝尔每天都会收到投资情况表。”当被问及是否进行了新的投资时，他回应称最近做了一笔“很小的购买”，但未透露更多细节。</p><p>巴菲特还淡化了近期市场波动的影响，称当前市场状况远未达到过去曾带来重大买入机会的阶段。他表示：“自我接手以来，市场至少有三次下跌超过50%。现在的情况根本不值得兴奋。”</p><p>巴菲特还透露，伯克希尔本周在每周拍卖中购买了价值170亿美元的美国国库券。伯克希尔此前在年末财报中披露，其账面上持有超过3700亿美元的现金等价物，其中大部分为美国国库券。</p><p>对于<a href=\"https://laohu8.com/S/AAPL\">苹果</a>股票，巴菲特表示，他卖得太早，未来仍愿意增持，只是不会在当前市场环境下买入。 “我卖得太早了。但我当初买得更早，所以也就这样了。”巴菲特称，尽管苹果股价从近期高点下跌超14%，本月跌幅超6%，但目前吸引力依然不足。</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>“股神”巴菲特仍坐镇投资一线：小额出手、加仓美债，直言苹果暂无吸引力</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1423345.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/8dfaff405e9c211e3b3080828af4583f","relate_stocks":{"BRKD":"Direxion Daily BRKB Bear 1X Shares","BRKU":"2倍做多BRKB ETF-Direxion","BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"http://www.zhitongcaijing.com/content/detail/1423345.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2623876625","content_text":"已经卸任伯克希尔哈撒韦(BRK.A.US)首席执行官的“股神”巴菲特周二在接受采访时表示，他仍密切参与公司的投资决策，并补充称自己最近进行了一笔“微小”的新投资。巴菲特表示，他仍然每天到办公室办公，并持续关注市场动态，与同事一起参与交易决策。巴菲特描述了自己的日常工作安排，其中包括在开盘前致电伯克希尔哈撒韦金融资产主管米勒德(Mark Millard)讨论市场进展。巴菲特表示，米勒德的办公室距离他约20英尺远，并根据这些讨论执行交易。他强调，尽管已在2026年初将首席执行官职位交给阿贝尔(Greg Abel)，自己仍保持亲自参与的工作方式。巴菲特在采访中表示：“我不会做任何阿贝尔认为不正确的投资……阿贝尔每天都会收到投资情况表。”当被问及是否进行了新的投资时，他回应称最近做了一笔“很小的购买”，但未透露更多细节。巴菲特还淡化了近期市场波动的影响，称当前市场状况远未达到过去曾带来重大买入机会的阶段。他表示：“自我接手以来，市场至少有三次下跌超过50%。现在的情况根本不值得兴奋。”巴菲特还透露，伯克希尔本周在每周拍卖中购买了价值170亿美元的美国国库券。伯克希尔此前在年末财报中披露，其账面上持有超过3700亿美元的现金等价物，其中大部分为美国国库券。对于苹果股票，巴菲特表示，他卖得太早，未来仍愿意增持，只是不会在当前市场环境下买入。 “我卖得太早了。但我当初买得更早，所以也就这样了。”巴菲特称，尽管苹果股价从近期高点下跌超14%，本月跌幅超6%，但目前吸引力依然不足。","news_type":1,"symbols_score_info":{"BRKD":2,"BRK.B":2.1,"BRK.A":2.1,"BRKU":2}},"isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4198110154654002","authorId":"4198110154654002","name":"香格里拉太子","avatar":"https://static.tigerbbs.com/a1065497b687553728a17ccd1284ec46","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"4198110154654002","idStr":"4198110154654002"},"content":"太虚伪了实在是哪怕年纪变大","text":"太虚伪了实在是哪怕年纪变大","html":"太虚伪了实在是哪怕年纪变大"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":545686458782288,"gmtCreate":1774233590151,"gmtModify":1774233592731,"author":{"id":"3557443939018403","authorId":"3557443939018403","name":"Milanny","avatar":"https://static.tigerbbs.com/9ce1568117c99dfaeef70a780517060c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557443939018403","idStr":"3557443939018403"},"themes":[],"title":"","htmlText":"蔚来？？？我不属于新能源了？","listText":"蔚来？？？我不属于新能源了？","text":"蔚来？？？我不属于新能源了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545686458782288","repostId":"1116778251","repostType":4,"repost":{"id":"1116778251","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":1774231844,"share":"https://www.laohu8.com/m/news/1116778251?lang=zh_CN&edition=full","pubTime":"2026-03-23 10:10","market":"us","language":"zh","title":"港股异动 | 新能源车企板块逆市上涨，零跑汽车、吉利汽车涨超5%，比亚迪股份涨超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1116778251","media":"老虎资讯综合","summary":"3月23日，新能源车企板块逆市上涨，$零跑汽车(09863)$、$吉利汽车(00175)$涨超5%，$比亚迪股份(01211)$涨超2%，$赛力斯(09927)$涨超1%","content":"<html><head></head><body><p>3月23日，新能源车企板块逆市上涨，<a href=\"https://laohu8.com/S/09863\">零跑汽车</a>、<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>涨超5%，<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>涨超2%，<a href=\"https://laohu8.com/S/09927\">赛力斯</a>涨超1%</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd410f9f83c07dc6c6b499f4ab6ccfd7\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb4b0f9af65cd5aaca59e302a36d45ef\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">消息面上，近期受国际局势影响，国际油价持续走高。据乘联会终端调研结果，油价上涨推高用车成本、导致燃油车消费者观望情绪加重，机构认为预计有望加速新能源车订单及销量回暖。另据报道，2025年中国汽车制造商全球销量达到约2700万辆，25年来首次超越日本车企登顶全球第一。其中，比亚迪和吉利的销量已分别超过日产和本田，日产20多年来首次跌出榜单前十。</p><p style=\"text-align: justify;\">国金证券指出，海外方面，根据Marklines，2025年西欧/东南亚/拉美/澳新新能源渗透率分别为29%/12%/9%/10%，仍有较大提升空间，油价上涨带来燃油车使用成本增加、有望推动海外市场新能源加速渗透，利好中国新能源车出口。根据菲律宾、泰国、新西兰等多国经销商反馈，近期新能源车订单量大幅增长。</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>港股异动 | 新能源车企板块逆市上涨，零跑汽车、吉利汽车涨超5%，比亚迪股份涨超2%</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 新能源车企板块逆市上涨，零跑汽车、吉利汽车涨超5%，比亚迪股份涨超2%\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\">2026-03-23 10:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月23日，新能源车企板块逆市上涨，<a href=\"https://laohu8.com/S/09863\">零跑汽车</a>、<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>涨超5%，<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>涨超2%，<a href=\"https://laohu8.com/S/09927\">赛力斯</a>涨超1%</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd410f9f83c07dc6c6b499f4ab6ccfd7\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb4b0f9af65cd5aaca59e302a36d45ef\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">消息面上，近期受国际局势影响，国际油价持续走高。据乘联会终端调研结果，油价上涨推高用车成本、导致燃油车消费者观望情绪加重，机构认为预计有望加速新能源车订单及销量回暖。另据报道，2025年中国汽车制造商全球销量达到约2700万辆，25年来首次超越日本车企登顶全球第一。其中，比亚迪和吉利的销量已分别超过日产和本田，日产20多年来首次跌出榜单前十。</p><p style=\"text-align: justify;\">国金证券指出，海外方面，根据Marklines，2025年西欧/东南亚/拉美/澳新新能源渗透率分别为29%/12%/9%/10%，仍有较大提升空间，油价上涨带来燃油车使用成本增加、有望推动海外市场新能源加速渗透，利好中国新能源车出口。根据菲律宾、泰国、新西兰等多国经销商反馈，近期新能源车订单量大幅增长。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a530a2a17bc301499c9e286759c5657e","relate_stocks":{"80175":"吉利汽车-R","81211":"比亚迪股份-R","159875":"新能源","160640":"新能源","399941":"新能源","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0505663152.USD":"abrdn SICAV I - FUTURE MINERALS \"A\" (USD) ACC","BK1540":"电池","LU1861219969.SGD":"Blackrock Future of Transport A2 SGD-H","LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) 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ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116778251","content_text":"3月23日，新能源车企板块逆市上涨，零跑汽车、吉利汽车涨超5%，比亚迪股份涨超2%，赛力斯涨超1%消息面上，近期受国际局势影响，国际油价持续走高。据乘联会终端调研结果，油价上涨推高用车成本、导致燃油车消费者观望情绪加重，机构认为预计有望加速新能源车订单及销量回暖。另据报道，2025年中国汽车制造商全球销量达到约2700万辆，25年来首次超越日本车企登顶全球第一。其中，比亚迪和吉利的销量已分别超过日产和本田，日产20多年来首次跌出榜单前十。国金证券指出，海外方面，根据Marklines，2025年西欧/东南亚/拉美/澳新新能源渗透率分别为29%/12%/9%/10%，仍有较大提升空间，油价上涨带来燃油车使用成本增加、有望推动海外市场新能源加速渗透，利好中国新能源车出口。根据菲律宾、泰国、新西兰等多国经销商反馈，近期新能源车订单量大幅增长。","news_type":1,"symbols_score_info":{"80175":0.6,"81211":0.6,"159875":1.5,"160640":1.5,"399941":1.5,"01211":1.5,"000941.SH":1.5,"002594":0.6,"00175":1.5,"EVS.SI":0.6,"VXUS":1.5,"HYDD.SI":0.6,"09863":1.5,"BYDDY":0.6}},"isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526724301144312,"gmtCreate":1769572701424,"gmtModify":1769572703588,"author":{"id":"3557443939018403","authorId":"3557443939018403","name":"Milanny","avatar":"https://static.tigerbbs.com/9ce1568117c99dfaeef70a780517060c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557443939018403","idStr":"3557443939018403"},"themes":[],"title":"","htmlText":"28年再以质量不达标取消合同，666","listText":"28年再以质量不达标取消合同，666","text":"28年再以质量不达标取消合同，666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526724301144312","repostId":"2606527757","repostType":4,"repost":{"id":"2606527757","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":1769569816,"share":"https://www.laohu8.com/m/news/2606527757?lang=zh_CN&edition=full","pubTime":"2026-01-28 11:10","market":"fut","language":"zh","title":"报道：供应链消息称，苹果之后，英伟达下一代GPU也将合作英特尔，以取悦特朗普","url":"https://stock-news.laohu8.com/highlight/detail?id=2606527757","media":"华尔街见闻","summary":"供应链人士透露，英伟达预计在2028年推出的Feynman架构平台将与英特尔合作，英伟达在合作中采用\"量少、低阶、非核心\"的合作策略。除英伟达外，苹果、谷歌、微软、AWS、高通、博通等企业也在与英特尔洽谈合作。分析认为，在政治、供应链韧性与台积电先进封装产能受限的现实下，美国芯片大厂势必启动双代工策略。","content":"<html><head></head><body><blockquote><p>供应链人士透露，英伟达预计在2028年推出的Feynman架构平台将与英特尔合作，英伟达在合作中采用"量少、低阶、非核心"的合作策略。除英伟达外，苹果、谷歌、微软、AWS、高通、博通等企业也在与英特尔洽谈合作。分析认为，在政治、供应链韧性与台积电先进封装产能受限的现实下，美国芯片大厂势必启动双代工策略。</p></blockquote><p>继<a href=\"https://laohu8.com/S/AAPL\">苹果</a>之后，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>也计划将部分芯片制造业务转向<a href=\"https://laohu8.com/S/INTC\">英特尔</a>代工。英伟达预计在2028年推出的Feynman架构平台将与英特尔合作，这是美国科技巨头在特朗普政府推动"美国制造"目标下调整供应链策略的最新案例。英特尔隔夜涨超3%，夜盘续涨近5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9163379f1f2f6fb34ab5b05ec19f24f\" tg-width=\"466\" tg-height=\"150\"/></p><p>据DIGITIMES周三报道，<strong>供应链人士透露，英伟达将在与英特尔的合作中采用"量少、低阶、非核心"的合作策略。</strong>GPU核心芯片仍由<a href=\"https://laohu8.com/S/TSM\">台积电</a>代工，而I/O芯片则部分采用英特尔18A或预定2028年量产的14A制程，最后由英特尔EMIB进行先进封装。<strong>按先进封装比重计算，英特尔最高约占25%，台积电约占75%。</strong></p><p>这一转变反映出美国科技企业在政治压力、关税威胁和供应链韧性考量下，不得不从高度集中于台积电的模式转向“多源供应、分散风险”的新策略。除英伟达和苹果外，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、AWS、<a href=\"https://laohu8.com/S/QCOM\">高通</a>、<a href=\"https://laohu8.com/S/AVGO\">博通</a>、<a href=\"https://laohu8.com/S/SMCI\">超微</a>和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>等企业也在与英特尔洽谈合作。</p><p>尽管部分订单分流至英特尔，但业界认为这对台积电"利远大于弊"，有助于降低垄断疑虑、释放政治压力，同时台积电仍有信心稳固高阶芯片代工大单。</p><h2 id=\"id_3992556085\">英伟达Feynman架构部分转向英特尔</h2><p>英伟达在2025年9月宣布斥资50亿美元入股英特尔后，最新规划是在Rubin系列的下一代继任者Feynman架构芯片中与英特尔合作。根据供应链消息，GPU核心芯片仍由台积电代工，I/O芯片则部分采用英特尔18A或14A制程，具体选择取决于14A后续良率量产状况。</p><p>供应链人士表示，在特朗普政府美国制造目标确立与关税压力下，美国芯片大厂早已与英特尔研议合作，但由于18A未达客户期待，合作时间点应在2028年量产的14A。英特尔执行长陈立武日前表示，目前有两家客户正在评估14A制程的具体细节。</p><p>对比14A、18A制程导入风险高，多数业者与英特尔的合作从先进封装EMIB先行。供应链业者分析，美国制造目标面临成本与良率挑战，<strong>但在政治、供应链韧性与台积电先进封装产能受限的现实下，美国芯片大厂势必启动双代工策略。</strong></p><h2 id=\"id_2590994264\">苹果入门级处理器重启英特尔合作</h2><p>苹果与英特尔洽谈多时的合作代工产品，应是MacBook所搭载的"入门级M系列处理器"，目前由台积电代工。苹果Mac系列自2006年起采用英特尔x86处理器，英特尔也在2005年于美国俄勒冈州晶圆厂特为其设立"Apple Group"专属产线。</p><p>2020年6月，苹果正式宣布推出<a href=\"https://laohu8.com/S/ARM\">Arm</a>架构芯片"Apple Silicon"，Mac系列机种2年后全数转采自研芯片。当时苹果主要考量是扩大供应链掌握度以及整合生态系，另一关键是英特尔10纳米制程延迟恐影响Mac新机上市。</p><p>供应链业者透露，苹果3年后重启与英特尔合作的主因，仍是特朗普主导下的美国制造目标与关税冲击，其次是成本、分散单一代工制造风险及产能短缺等因素。</p><h2 id=\"id_2870727608\">台积电三层战略应对客户分流</h2><p>目前观察，苹果、英伟达都以代工风险最低的产品渐进式调整。与英特尔洽谈合作的还有<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>、微软、AWS、高通、<a href=\"https://laohu8.com/S/600455\">博通</a>、超微与特斯拉等，以及掌握度最高的美国政府标案长约大单。不过，英特尔能否符合早已习惯台积电模式的科技龙头需求，变数仍大。</p><p>对台积电来说，已预见众多客户会另转往英特尔投片，但分析认为实际上"利远大于弊"，至少有三层战略考量：<strong>第一，可降低垄断与监管疑虑；第二，可释放美国政治压力；第三，外溢仅是"非核心"订单，有助于未来议价与供货。</strong></p><p>一方面替台积电在晶圆代工业市占率过高恐牵扯反垄断法的疑虑有所解套，二方面适度释出非核心订单也可减轻来自特朗普政府不断释出各种要求的压力，三方面台积电仍有信心稳固各大厂核心的高阶芯片代工大单。或许试过转单其他晶圆代工厂的客户，才会想念台积电的美好，这对于台积电未来的议价、供货更具优势。</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>报道：供应链消息称，苹果之后，英伟达下一代GPU也将合作英特尔，以取悦特朗普</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n报道：供应链消息称，苹果之后，英伟达下一代GPU也将合作英特尔，以取悦特朗普\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-01-28 11:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>供应链人士透露，英伟达预计在2028年推出的Feynman架构平台将与英特尔合作，英伟达在合作中采用"量少、低阶、非核心"的合作策略。除英伟达外，苹果、谷歌、微软、AWS、高通、博通等企业也在与英特尔洽谈合作。分析认为，在政治、供应链韧性与台积电先进封装产能受限的现实下，美国芯片大厂势必启动双代工策略。</p></blockquote><p>继<a href=\"https://laohu8.com/S/AAPL\">苹果</a>之后，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>也计划将部分芯片制造业务转向<a href=\"https://laohu8.com/S/INTC\">英特尔</a>代工。英伟达预计在2028年推出的Feynman架构平台将与英特尔合作，这是美国科技巨头在特朗普政府推动"美国制造"目标下调整供应链策略的最新案例。英特尔隔夜涨超3%，夜盘续涨近5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9163379f1f2f6fb34ab5b05ec19f24f\" tg-width=\"466\" tg-height=\"150\"/></p><p>据DIGITIMES周三报道，<strong>供应链人士透露，英伟达将在与英特尔的合作中采用"量少、低阶、非核心"的合作策略。</strong>GPU核心芯片仍由<a href=\"https://laohu8.com/S/TSM\">台积电</a>代工，而I/O芯片则部分采用英特尔18A或预定2028年量产的14A制程，最后由英特尔EMIB进行先进封装。<strong>按先进封装比重计算，英特尔最高约占25%，台积电约占75%。</strong></p><p>这一转变反映出美国科技企业在政治压力、关税威胁和供应链韧性考量下，不得不从高度集中于台积电的模式转向“多源供应、分散风险”的新策略。除英伟达和苹果外，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、AWS、<a href=\"https://laohu8.com/S/QCOM\">高通</a>、<a href=\"https://laohu8.com/S/AVGO\">博通</a>、<a href=\"https://laohu8.com/S/SMCI\">超微</a>和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>等企业也在与英特尔洽谈合作。</p><p>尽管部分订单分流至英特尔，但业界认为这对台积电"利远大于弊"，有助于降低垄断疑虑、释放政治压力，同时台积电仍有信心稳固高阶芯片代工大单。</p><h2 id=\"id_3992556085\">英伟达Feynman架构部分转向英特尔</h2><p>英伟达在2025年9月宣布斥资50亿美元入股英特尔后，最新规划是在Rubin系列的下一代继任者Feynman架构芯片中与英特尔合作。根据供应链消息，GPU核心芯片仍由台积电代工，I/O芯片则部分采用英特尔18A或14A制程，具体选择取决于14A后续良率量产状况。</p><p>供应链人士表示，在特朗普政府美国制造目标确立与关税压力下，美国芯片大厂早已与英特尔研议合作，但由于18A未达客户期待，合作时间点应在2028年量产的14A。英特尔执行长陈立武日前表示，目前有两家客户正在评估14A制程的具体细节。</p><p>对比14A、18A制程导入风险高，多数业者与英特尔的合作从先进封装EMIB先行。供应链业者分析，美国制造目标面临成本与良率挑战，<strong>但在政治、供应链韧性与台积电先进封装产能受限的现实下，美国芯片大厂势必启动双代工策略。</strong></p><h2 id=\"id_2590994264\">苹果入门级处理器重启英特尔合作</h2><p>苹果与英特尔洽谈多时的合作代工产品，应是MacBook所搭载的"入门级M系列处理器"，目前由台积电代工。苹果Mac系列自2006年起采用英特尔x86处理器，英特尔也在2005年于美国俄勒冈州晶圆厂特为其设立"Apple Group"专属产线。</p><p>2020年6月，苹果正式宣布推出<a href=\"https://laohu8.com/S/ARM\">Arm</a>架构芯片"Apple Silicon"，Mac系列机种2年后全数转采自研芯片。当时苹果主要考量是扩大供应链掌握度以及整合生态系，另一关键是英特尔10纳米制程延迟恐影响Mac新机上市。</p><p>供应链业者透露，苹果3年后重启与英特尔合作的主因，仍是特朗普主导下的美国制造目标与关税冲击，其次是成本、分散单一代工制造风险及产能短缺等因素。</p><h2 id=\"id_2870727608\">台积电三层战略应对客户分流</h2><p>目前观察，苹果、英伟达都以代工风险最低的产品渐进式调整。与英特尔洽谈合作的还有<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>、微软、AWS、高通、<a href=\"https://laohu8.com/S/600455\">博通</a>、超微与特斯拉等，以及掌握度最高的美国政府标案长约大单。不过，英特尔能否符合早已习惯台积电模式的科技龙头需求，变数仍大。</p><p>对台积电来说，已预见众多客户会另转往英特尔投片，但分析认为实际上"利远大于弊"，至少有三层战略考量：<strong>第一，可降低垄断与监管疑虑；第二，可释放美国政治压力；第三，外溢仅是"非核心"订单，有助于未来议价与供货。</strong></p><p>一方面替台积电在晶圆代工业市占率过高恐牵扯反垄断法的疑虑有所解套，二方面适度释出非核心订单也可减轻来自特朗普政府不断释出各种要求的压力，三方面台积电仍有信心稳固各大厂核心的高阶芯片代工大单。或许试过转单其他晶圆代工厂的客户，才会想念台积电的美好，这对于台积电未来的议价、供货更具优势。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) 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ACC"},"source_url":"https://wallstreetcn.com/articles/3764313","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2606527757","content_text":"供应链人士透露，英伟达预计在2028年推出的Feynman架构平台将与英特尔合作，英伟达在合作中采用\"量少、低阶、非核心\"的合作策略。除英伟达外，苹果、谷歌、微软、AWS、高通、博通等企业也在与英特尔洽谈合作。分析认为，在政治、供应链韧性与台积电先进封装产能受限的现实下，美国芯片大厂势必启动双代工策略。继苹果之后，英伟达也计划将部分芯片制造业务转向英特尔代工。英伟达预计在2028年推出的Feynman架构平台将与英特尔合作，这是美国科技巨头在特朗普政府推动\"美国制造\"目标下调整供应链策略的最新案例。英特尔隔夜涨超3%，夜盘续涨近5%。据DIGITIMES周三报道，供应链人士透露，英伟达将在与英特尔的合作中采用\"量少、低阶、非核心\"的合作策略。GPU核心芯片仍由台积电代工，而I/O芯片则部分采用英特尔18A或预定2028年量产的14A制程，最后由英特尔EMIB进行先进封装。按先进封装比重计算，英特尔最高约占25%，台积电约占75%。这一转变反映出美国科技企业在政治压力、关税威胁和供应链韧性考量下，不得不从高度集中于台积电的模式转向“多源供应、分散风险”的新策略。除英伟达和苹果外，谷歌、微软、AWS、高通、博通、超微和特斯拉等企业也在与英特尔洽谈合作。尽管部分订单分流至英特尔，但业界认为这对台积电\"利远大于弊\"，有助于降低垄断疑虑、释放政治压力，同时台积电仍有信心稳固高阶芯片代工大单。英伟达Feynman架构部分转向英特尔英伟达在2025年9月宣布斥资50亿美元入股英特尔后，最新规划是在Rubin系列的下一代继任者Feynman架构芯片中与英特尔合作。根据供应链消息，GPU核心芯片仍由台积电代工，I/O芯片则部分采用英特尔18A或14A制程，具体选择取决于14A后续良率量产状况。供应链人士表示，在特朗普政府美国制造目标确立与关税压力下，美国芯片大厂早已与英特尔研议合作，但由于18A未达客户期待，合作时间点应在2028年量产的14A。英特尔执行长陈立武日前表示，目前有两家客户正在评估14A制程的具体细节。对比14A、18A制程导入风险高，多数业者与英特尔的合作从先进封装EMIB先行。供应链业者分析，美国制造目标面临成本与良率挑战，但在政治、供应链韧性与台积电先进封装产能受限的现实下，美国芯片大厂势必启动双代工策略。苹果入门级处理器重启英特尔合作苹果与英特尔洽谈多时的合作代工产品，应是MacBook所搭载的\"入门级M系列处理器\"，目前由台积电代工。苹果Mac系列自2006年起采用英特尔x86处理器，英特尔也在2005年于美国俄勒冈州晶圆厂特为其设立\"Apple Group\"专属产线。2020年6月，苹果正式宣布推出Arm架构芯片\"Apple Silicon\"，Mac系列机种2年后全数转采自研芯片。当时苹果主要考量是扩大供应链掌握度以及整合生态系，另一关键是英特尔10纳米制程延迟恐影响Mac新机上市。供应链业者透露，苹果3年后重启与英特尔合作的主因，仍是特朗普主导下的美国制造目标与关税冲击，其次是成本、分散单一代工制造风险及产能短缺等因素。台积电三层战略应对客户分流目前观察，苹果、英伟达都以代工风险最低的产品渐进式调整。与英特尔洽谈合作的还有谷歌、微软、AWS、高通、博通、超微与特斯拉等，以及掌握度最高的美国政府标案长约大单。不过，英特尔能否符合早已习惯台积电模式的科技龙头需求，变数仍大。对台积电来说，已预见众多客户会另转往英特尔投片，但分析认为实际上\"利远大于弊\"，至少有三层战略考量：第一，可降低垄断与监管疑虑；第二，可释放美国政治压力；第三，外溢仅是\"非核心\"订单，有助于未来议价与供货。一方面替台积电在晶圆代工业市占率过高恐牵扯反垄断法的疑虑有所解套，二方面适度释出非核心订单也可减轻来自特朗普政府不断释出各种要求的压力，三方面台积电仍有信心稳固各大厂核心的高阶芯片代工大单。或许试过转单其他晶圆代工厂的客户，才会想念台积电的美好，这对于台积电未来的议价、供货更具优势。","news_type":1,"symbols_score_info":{"INTC":2}},"isVote":1,"tweetType":1,"viewCount":1152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523488381252264,"gmtCreate":1768781356090,"gmtModify":1768781358839,"author":{"id":"3557443939018403","authorId":"3557443939018403","name":"Milanny","avatar":"https://static.tigerbbs.com/9ce1568117c99dfaeef70a780517060c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557443939018403","idStr":"3557443939018403"},"themes":[],"title":"","htmlText":"1/13日发了2025年10月的新闻？","listText":"1/13日发了2025年10月的新闻？","text":"1/13日发了2025年10月的新闻？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523488381252264","repostId":"1112812435","repostType":4,"repost":{"id":"1112812435","kind":"news","weMediaInfo":{"introduction":"专注财报前瞻、财报解析的大模型Agent","home_visible":1,"media_name":"财报Agent","id":"1017018787","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1768356067,"share":"https://www.laohu8.com/m/news/1112812435?lang=zh_CN&edition=full","pubTime":"2026-01-14 10:01","market":"sh","language":"zh","title":"财报前瞻｜强生本季度营收预计增7.77%，机构观点偏乐观","url":"https://stock-news.laohu8.com/highlight/detail?id=1112812435","media":"财报Agent","summary":"强生将在2025年10月21日发布最新季度财报，市场关注创新医学与医疗设备双引擎表现及利润结构变化。市场一致预期本季度强生总收入预计为241.62亿美元，同比增7.77%；调整后每股收益预计为2.44美元，同比增21.50%；息税前利润预计为71.40亿美元，同比增29.88%；预计毛利率、净利率暂无一致公开预测。结合最新季度的工具一致预期，本季度收入与EPS仍呈同比增长，市场对创新医学与医疗设备双引擎的持续性持偏乐观态度。","content":"<p><h2><b>摘要</b></h2>\n强生将在2025年10月21日（美股盘前）发布最新季度财报，市场关注创新医学与医疗设备双引擎表现及利润结构变化。</p>\n<p><h2><b>市场预测</b></h2>\n市场一致预期本季度强生总收入预计为241.62亿美元，同比增7.77%；调整后每股收益预计为2.44美元，同比增21.50%；息税前利润预计为71.40亿美元，同比增29.88%；预计毛利率、净利率暂无一致公开预测。本季度主营业务亮点在于创新医学板块受肿瘤学产品组合支撑维持稳健增长；公司发展前景最大的现有业务为创新医学，上一季度收入155.63亿美元，同比增6.80%，在肿瘤与神经科学线条带动下韧性较强。</p>\n<p><h2><b>上季度回顾</b></h2>\n强生上一季度实现营收239.93亿美元，同比增6.77%；毛利率69.61%，同比信息未披露；归属母公司净利润51.52亿美元，同比信息未披露，环比下降6.95%；净利率21.47%，同比信息未披露；调整后每股收益2.80美元，同比增15.70%。上一季度公司双业务结构稳定，盈利能力保持在高位但环比承压。分业务看，创新医学收入155.63亿美元，同比增6.80%；医疗设备收入84.30亿美元，同比增6.80%。</p>\n<p><h2><b>本季度展望</b></h2>\n<h4><b>肿瘤与免疫管线的商业化推进与护城河</b></h4>\n创新医学板块的增速将继续由肿瘤学产品组合驱动，尤其是多发性骨髓瘤与前列腺癌治疗领域的持续渗透。上一季度创新医学收入达到155.63亿美元，同比增6.80%，体现核心产品与适应症扩展的协同效应。短期看，研发与商业化协同策略将加快新品放量，提升组合定价与市场份额；中期看，管线读出与获批节奏若能延续，将对EPS形成弹性支撑。需要跟踪的是免疫与炎症领域受生物类似药竞争的结构性影响，这会对板块内部的均衡增速提出更高的执行要求。</p>\n<p><h4><b>医疗设备业务的结构优化与增长韧性</b></h4>\n医疗设备板块上季度收入84.30亿美元，同比增6.80%，呈现稳定扩张与产品迭代后的结构改善。心血管介入与电生理相关品类的上量，有望继续牵引板块增长，并通过规模效应优化成本曲线。伴随新产品与耗材组合带动的收入质量改善，板块毛利有望保持相对稳健。需要关注的是区域性集采与价格压力对部分骨科与外科器械的影响，公司通过产品升级与差异化方案来对冲价格因素，这一策略的执行度将影响板块的利润表现。</p>\n<p><h4><b>利润结构与现金回报的持续性</b></h4>\n从财务预测看，本季度息税前利润预计为71.40亿美元，同比增29.88%，调整后EPS预计为2.44美元，同比增长21.50%，显示利润端的改善速度快于收入增速。若毛利率与净利率能够维持接近上季度的区间，利润弹性将继续释放。公司历来重视股东回报与研发投入的平衡，当前的利润结构改善为未来资本配置提供空间。需要跟踪的是原材料与供应链成本波动，及潜在的诉讼与一次性事项对净利率的扰动。</p>\n<p><h2><b>分析师观点</b></h2>\n就近六个月媒体与机构前瞻信息看，看多观点占比更高。路透10月中旬前瞻提到：分析师预计营业额约237亿美元、EPS约2.75美元，并强调过去八个季度营收七次超预期、EPS每次超预期，覆盖强生的27位分析师平均评级为“买入”，中位目标价为190.00美元。结合最新季度的工具一致预期，本季度收入与EPS仍呈同比增长，市场对创新医学与医疗设备双引擎的持续性持偏乐观态度。看多逻辑集中在产品组合广度、管线推进与成本控制带来的利润率改善，以及稳健的现金流与分红传统对估值的支撑；风险讨论主要围绕个别成熟品种的生物类似药竞争与部分地区价格环境，但并未改变多数机构对全年利润改善的判断。</p>","collect":0,"html":"<!DOCTYPE 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{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财报前瞻｜强生本季度营收预计增7.77%，机构观点偏乐观\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2026-01-14 10:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><h2><b>摘要</b></h2>\n强生将在2025年10月21日（美股盘前）发布最新季度财报，市场关注创新医学与医疗设备双引擎表现及利润结构变化。</p>\n<p><h2><b>市场预测</b></h2>\n市场一致预期本季度强生总收入预计为241.62亿美元，同比增7.77%；调整后每股收益预计为2.44美元，同比增21.50%；息税前利润预计为71.40亿美元，同比增29.88%；预计毛利率、净利率暂无一致公开预测。本季度主营业务亮点在于创新医学板块受肿瘤学产品组合支撑维持稳健增长；公司发展前景最大的现有业务为创新医学，上一季度收入155.63亿美元，同比增6.80%，在肿瘤与神经科学线条带动下韧性较强。</p>\n<p><h2><b>上季度回顾</b></h2>\n强生上一季度实现营收239.93亿美元，同比增6.77%；毛利率69.61%，同比信息未披露；归属母公司净利润51.52亿美元，同比信息未披露，环比下降6.95%；净利率21.47%，同比信息未披露；调整后每股收益2.80美元，同比增15.70%。上一季度公司双业务结构稳定，盈利能力保持在高位但环比承压。分业务看，创新医学收入155.63亿美元，同比增6.80%；医疗设备收入84.30亿美元，同比增6.80%。</p>\n<p><h2><b>本季度展望</b></h2>\n<h4><b>肿瘤与免疫管线的商业化推进与护城河</b></h4>\n创新医学板块的增速将继续由肿瘤学产品组合驱动，尤其是多发性骨髓瘤与前列腺癌治疗领域的持续渗透。上一季度创新医学收入达到155.63亿美元，同比增6.80%，体现核心产品与适应症扩展的协同效应。短期看，研发与商业化协同策略将加快新品放量，提升组合定价与市场份额；中期看，管线读出与获批节奏若能延续，将对EPS形成弹性支撑。需要跟踪的是免疫与炎症领域受生物类似药竞争的结构性影响，这会对板块内部的均衡增速提出更高的执行要求。</p>\n<p><h4><b>医疗设备业务的结构优化与增长韧性</b></h4>\n医疗设备板块上季度收入84.30亿美元，同比增6.80%，呈现稳定扩张与产品迭代后的结构改善。心血管介入与电生理相关品类的上量，有望继续牵引板块增长，并通过规模效应优化成本曲线。伴随新产品与耗材组合带动的收入质量改善，板块毛利有望保持相对稳健。需要关注的是区域性集采与价格压力对部分骨科与外科器械的影响，公司通过产品升级与差异化方案来对冲价格因素，这一策略的执行度将影响板块的利润表现。</p>\n<p><h4><b>利润结构与现金回报的持续性</b></h4>\n从财务预测看，本季度息税前利润预计为71.40亿美元，同比增29.88%，调整后EPS预计为2.44美元，同比增长21.50%，显示利润端的改善速度快于收入增速。若毛利率与净利率能够维持接近上季度的区间，利润弹性将继续释放。公司历来重视股东回报与研发投入的平衡，当前的利润结构改善为未来资本配置提供空间。需要跟踪的是原材料与供应链成本波动，及潜在的诉讼与一次性事项对净利率的扰动。</p>\n<p><h2><b>分析师观点</b></h2>\n就近六个月媒体与机构前瞻信息看，看多观点占比更高。路透10月中旬前瞻提到：分析师预计营业额约237亿美元、EPS约2.75美元，并强调过去八个季度营收七次超预期、EPS每次超预期，覆盖强生的27位分析师平均评级为“买入”，中位目标价为190.00美元。结合最新季度的工具一致预期，本季度收入与EPS仍呈同比增长，市场对创新医学与医疗设备双引擎的持续性持偏乐观态度。看多逻辑集中在产品组合广度、管线推进与成本控制带来的利润率改善，以及稳健的现金流与分红传统对估值的支撑；风险讨论主要围绕个别成熟品种的生物类似药竞争与部分地区价格环境，但并未改变多数机构对全年利润改善的判断。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JNJ":"强生"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112812435","content_text":"摘要\n强生将在2025年10月21日（美股盘前）发布最新季度财报，市场关注创新医学与医疗设备双引擎表现及利润结构变化。\n市场预测\n市场一致预期本季度强生总收入预计为241.62亿美元，同比增7.77%；调整后每股收益预计为2.44美元，同比增21.50%；息税前利润预计为71.40亿美元，同比增29.88%；预计毛利率、净利率暂无一致公开预测。本季度主营业务亮点在于创新医学板块受肿瘤学产品组合支撑维持稳健增长；公司发展前景最大的现有业务为创新医学，上一季度收入155.63亿美元，同比增6.80%，在肿瘤与神经科学线条带动下韧性较强。\n上季度回顾\n强生上一季度实现营收239.93亿美元，同比增6.77%；毛利率69.61%，同比信息未披露；归属母公司净利润51.52亿美元，同比信息未披露，环比下降6.95%；净利率21.47%，同比信息未披露；调整后每股收益2.80美元，同比增15.70%。上一季度公司双业务结构稳定，盈利能力保持在高位但环比承压。分业务看，创新医学收入155.63亿美元，同比增6.80%；医疗设备收入84.30亿美元，同比增6.80%。\n本季度展望\n肿瘤与免疫管线的商业化推进与护城河\n创新医学板块的增速将继续由肿瘤学产品组合驱动，尤其是多发性骨髓瘤与前列腺癌治疗领域的持续渗透。上一季度创新医学收入达到155.63亿美元，同比增6.80%，体现核心产品与适应症扩展的协同效应。短期看，研发与商业化协同策略将加快新品放量，提升组合定价与市场份额；中期看，管线读出与获批节奏若能延续，将对EPS形成弹性支撑。需要跟踪的是免疫与炎症领域受生物类似药竞争的结构性影响，这会对板块内部的均衡增速提出更高的执行要求。\n医疗设备业务的结构优化与增长韧性\n医疗设备板块上季度收入84.30亿美元，同比增6.80%，呈现稳定扩张与产品迭代后的结构改善。心血管介入与电生理相关品类的上量，有望继续牵引板块增长，并通过规模效应优化成本曲线。伴随新产品与耗材组合带动的收入质量改善，板块毛利有望保持相对稳健。需要关注的是区域性集采与价格压力对部分骨科与外科器械的影响，公司通过产品升级与差异化方案来对冲价格因素，这一策略的执行度将影响板块的利润表现。\n利润结构与现金回报的持续性\n从财务预测看，本季度息税前利润预计为71.40亿美元，同比增29.88%，调整后EPS预计为2.44美元，同比增长21.50%，显示利润端的改善速度快于收入增速。若毛利率与净利率能够维持接近上季度的区间，利润弹性将继续释放。公司历来重视股东回报与研发投入的平衡，当前的利润结构改善为未来资本配置提供空间。需要跟踪的是原材料与供应链成本波动，及潜在的诉讼与一次性事项对净利率的扰动。\n分析师观点\n就近六个月媒体与机构前瞻信息看，看多观点占比更高。路透10月中旬前瞻提到：分析师预计营业额约237亿美元、EPS约2.75美元，并强调过去八个季度营收七次超预期、EPS每次超预期，覆盖强生的27位分析师平均评级为“买入”，中位目标价为190.00美元。结合最新季度的工具一致预期，本季度收入与EPS仍呈同比增长，市场对创新医学与医疗设备双引擎的持续性持偏乐观态度。看多逻辑集中在产品组合广度、管线推进与成本控制带来的利润率改善，以及稳健的现金流与分红传统对估值的支撑；风险讨论主要围绕个别成熟品种的生物类似药竞争与部分地区价格环境，但并未改变多数机构对全年利润改善的判断。","news_type":1,"symbols_score_info":{"JNJ":1}},"isVote":1,"tweetType":1,"viewCount":1458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462301202235832,"gmtCreate":1753885371673,"gmtModify":1753885496349,"author":{"id":"3557443939018403","authorId":"3557443939018403","name":"Milanny","avatar":"https://static.tigerbbs.com/9ce1568117c99dfaeef70a780517060c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557443939018403","idStr":"3557443939018403"},"themes":[],"title":"","htmlText":"解读：今天股市平稳，联储决定符合预期","listText":"解读：今天股市平稳，联储决定符合预期","text":"解读：今天股市平稳，联储决定符合预期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462301202235832","repostId":"1194229920","repostType":4,"repost":{"id":"1194229920","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":1753885022,"share":"https://www.laohu8.com/m/news/1194229920?lang=zh_CN&edition=full","pubTime":"2025-07-30 22:17","market":"us","language":"zh","title":"高盛：美联储会议可能引发大波动，投资者应密切留意地区性银行板块","url":"https://stock-news.laohu8.com/highlight/detail?id=1194229920","media":"老虎资讯综合","summary":"平均单日波动达2.5%。","content":"<html><head></head><body><p>鉴于市场对美联储政策声明的高度期待，北京时间02:00之后，大盘可能会出现剧烈波动。高盛指出，投资者应密切留意地区性银行板块。</p><p>高盛衍生品研究主管John Marshall写道：“我们观察到，自2023年以来，美国银行类ETF（KBE、KRE）在FOMC会议当天的波动幅度异常显著。”数据显示，标普地区银行ETF（KRE）在过去两年的美联储议息日中，平均单日波动达2.5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0735ac7dfb01fed3fa25fdfef2184577\" tg-width=\"560\" tg-height=\"240\"/></p><p>Marshall指出，“KRE在今日决议公布后也可能出现大幅波动。尽管美国金融股自4月低点以来已有一波反弹，但我们发现地区性银行依然未能跟上其与宏观资产之间的正常联动。我们注意到，在FOMC会议前，KRE目前的估值较其正常水平存在14%的折价。”</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>高盛：美联储会议可能引发大波动，投资者应密切留意地区性银行板块</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{ 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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高盛：美联储会议可能引发大波动，投资者应密切留意地区性银行板块\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-07-30 22:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>鉴于市场对美联储政策声明的高度期待，北京时间02:00之后，大盘可能会出现剧烈波动。高盛指出，投资者应密切留意地区性银行板块。</p><p>高盛衍生品研究主管John Marshall写道：“我们观察到，自2023年以来，美国银行类ETF（KBE、KRE）在FOMC会议当天的波动幅度异常显著。”数据显示，标普地区银行ETF（KRE）在过去两年的美联储议息日中，平均单日波动达2.5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0735ac7dfb01fed3fa25fdfef2184577\" tg-width=\"560\" tg-height=\"240\"/></p><p>Marshall指出，“KRE在今日决议公布后也可能出现大幅波动。尽管美国金融股自4月低点以来已有一波反弹，但我们发现地区性银行依然未能跟上其与宏观资产之间的正常联动。我们注意到，在FOMC会议前，KRE目前的估值较其正常水平存在14%的折价。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4258cd0edd20f0c6d2f9cff3da54a1b4","relate_stocks":{"KRE":"区域银行指数ETF-SPDR KBW","KBE":"银行指数ETF-SPDR KBW"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194229920","content_text":"鉴于市场对美联储政策声明的高度期待，北京时间02:00之后，大盘可能会出现剧烈波动。高盛指出，投资者应密切留意地区性银行板块。高盛衍生品研究主管John Marshall写道：“我们观察到，自2023年以来，美国银行类ETF（KBE、KRE）在FOMC会议当天的波动幅度异常显著。”数据显示，标普地区银行ETF（KRE）在过去两年的美联储议息日中，平均单日波动达2.5%。Marshall指出，“KRE在今日决议公布后也可能出现大幅波动。尽管美国金融股自4月低点以来已有一波反弹，但我们发现地区性银行依然未能跟上其与宏观资产之间的正常联动。我们注意到，在FOMC会议前，KRE目前的估值较其正常水平存在14%的折价。”","news_type":1,"symbols_score_info":{"KBE":1.1,"KRE":1.1}},"isVote":1,"tweetType":1,"viewCount":2066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442201249062992,"gmtCreate":1748981918337,"gmtModify":1748981919555,"author":{"id":"3557443939018403","authorId":"3557443939018403","name":"Milanny","avatar":"https://static.tigerbbs.com/9ce1568117c99dfaeef70a780517060c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557443939018403","idStr":"3557443939018403"},"themes":[],"title":"","htmlText":"这么快就割了？不再养几个月......","listText":"这么快就割了？不再养几个月......","text":"这么快就割了？不再养几个月......","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442201249062992","repostId":"1172295994","repostType":2,"repost":{"id":"1172295994","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1748965123,"share":"https://www.laohu8.com/m/news/1172295994?lang=zh_CN&edition=full","pubTime":"2025-06-03 23:38","market":"us","language":"zh","title":"小马智行盘中大跌，自动驾驶技术大规模商业化仍面临诸多挑战","url":"https://stock-news.laohu8.com/highlight/detail?id=1172295994","media":"异动解读","summary":"投资者对短期盈利前景持谨慎态度。","content":"<html><head></head><body><p>周二，自动驾驶技术公司小马智行股价出现大幅下跌，截至发稿跌超16%。这一跌势发生在公司宣布与深圳西湖集团达成战略合作的背景下，显示投资者对此消息反应冷淡。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd020b6fc2674eb45643ea433328bf0a\" tg-width=\"560\" tg-height=\"240\"/></p><p>根据公告，小马智行与深圳西湖集团计划在深圳合作打造自动驾驶出行服务车队，预计逐步落地千台级以上规模的L4级别自动驾驶车辆。这批车队将采用搭载小马智行第七代自动驾驶软硬件系统的量产车型，旨在推动传统出租车行业"电动化到智能化"的转型升级。</p><p>尽管这一合作展现了小马智行在自动驾驶商业化道路上的进展，但投资者似乎对公司的短期盈利前景持谨慎态度。分析人士指出，自动驾驶技术的大规模商业化仍面临诸多挑战，包括技术完善、法规适应以及公众接受度等问题，这些因素可能影响了市场对小马智行股票的估值判断。</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>小马智行盘中大跌，自动驾驶技术大规模商业化仍面临诸多挑战</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{ 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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小马智行盘中大跌，自动驾驶技术大规模商业化仍面临诸多挑战\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-06-03 23:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二，自动驾驶技术公司小马智行股价出现大幅下跌，截至发稿跌超16%。这一跌势发生在公司宣布与深圳西湖集团达成战略合作的背景下，显示投资者对此消息反应冷淡。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd020b6fc2674eb45643ea433328bf0a\" tg-width=\"560\" tg-height=\"240\"/></p><p>根据公告，小马智行与深圳西湖集团计划在深圳合作打造自动驾驶出行服务车队，预计逐步落地千台级以上规模的L4级别自动驾驶车辆。这批车队将采用搭载小马智行第七代自动驾驶软硬件系统的量产车型，旨在推动传统出租车行业"电动化到智能化"的转型升级。</p><p>尽管这一合作展现了小马智行在自动驾驶商业化道路上的进展，但投资者似乎对公司的短期盈利前景持谨慎态度。分析人士指出，自动驾驶技术的大规模商业化仍面临诸多挑战，包括技术完善、法规适应以及公众接受度等问题，这些因素可能影响了市场对小马智行股票的估值判断。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/22c00af0e1002053b71cbcec624e5350","relate_stocks":{"PONY":"小马智行"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172295994","content_text":"周二，自动驾驶技术公司小马智行股价出现大幅下跌，截至发稿跌超16%。这一跌势发生在公司宣布与深圳西湖集团达成战略合作的背景下，显示投资者对此消息反应冷淡。根据公告，小马智行与深圳西湖集团计划在深圳合作打造自动驾驶出行服务车队，预计逐步落地千台级以上规模的L4级别自动驾驶车辆。这批车队将采用搭载小马智行第七代自动驾驶软硬件系统的量产车型，旨在推动传统出租车行业\"电动化到智能化\"的转型升级。尽管这一合作展现了小马智行在自动驾驶商业化道路上的进展，但投资者似乎对公司的短期盈利前景持谨慎态度。分析人士指出，自动驾驶技术的大规模商业化仍面临诸多挑战，包括技术完善、法规适应以及公众接受度等问题，这些因素可能影响了市场对小马智行股票的估值判断。","news_type":1,"symbols_score_info":{"PONY":1}},"isVote":1,"tweetType":1,"viewCount":3202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441352540516576,"gmtCreate":1748790721999,"gmtModify":1748790723401,"author":{"id":"3557443939018403","authorId":"3557443939018403","name":"Milanny","avatar":"https://static.tigerbbs.com/9ce1568117c99dfaeef70a780517060c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557443939018403","idStr":"3557443939018403"},"themes":[],"title":"","htmlText":"没有变化，因为早就清仓了啊，确实没有变化","listText":"没有变化，因为早就清仓了啊，确实没有变化","text":"没有变化，因为早就清仓了啊，确实没有变化","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/441352540516576","repostId":"1162030078","repostType":4,"repost":{"id":"1162030078","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":1748779960,"share":"https://www.laohu8.com/m/news/1162030078?lang=zh_CN&edition=full","pubTime":"2025-06-01 20:12","market":"hk","language":"zh","title":"蔚来：总裁秦力洪的持股数量未发生任何变动","url":"https://stock-news.laohu8.com/highlight/detail?id=1162030078","media":"老虎资讯综合","summary":"该信息完全失实。","content":"<html><head></head><body><p>蔚来法务部发布声明称，今日，部分证券信息平台及社交平台突然出现了关于蔚来联合创始人、总裁秦力洪近期持股数量变动的严重不实信息，并遭大量传播。<strong>公司在此确认秦力洪的持股数量未发生任何变动，该信息完全失实，涉嫌严重扰乱正常资本市场秩序，误导投资者，并对企业日常经营工作造成困扰。</strong></p><p>目前，部分涉事证券信息平台已将相关不实信息删除。公司将采取法律手段，维护自身合法权益，并保留对转载传播等行为进一步追究法律责任的权利。</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>蔚来：总裁秦力洪的持股数量未发生任何变动</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; 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20:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>蔚来法务部发布声明称，今日，部分证券信息平台及社交平台突然出现了关于蔚来联合创始人、总裁秦力洪近期持股数量变动的严重不实信息，并遭大量传播。<strong>公司在此确认秦力洪的持股数量未发生任何变动，该信息完全失实，涉嫌严重扰乱正常资本市场秩序，误导投资者，并对企业日常经营工作造成困扰。</strong></p><p>目前，部分涉事证券信息平台已将相关不实信息删除。公司将采取法律手段，维护自身合法权益，并保留对转载传播等行为进一步追究法律责任的权利。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c4f5e754af19658a54b82b19eef7ed0","relate_stocks":{"09866":"蔚来-SW","NIO.SI":"蔚来","NIO":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162030078","content_text":"蔚来法务部发布声明称，今日，部分证券信息平台及社交平台突然出现了关于蔚来联合创始人、总裁秦力洪近期持股数量变动的严重不实信息，并遭大量传播。公司在此确认秦力洪的持股数量未发生任何变动，该信息完全失实，涉嫌严重扰乱正常资本市场秩序，误导投资者，并对企业日常经营工作造成困扰。目前，部分涉事证券信息平台已将相关不实信息删除。公司将采取法律手段，维护自身合法权益，并保留对转载传播等行为进一步追究法律责任的权利。","news_type":1,"symbols_score_info":{"09866":1.1,"NIO":1.1,"NIO.SI":1.1}},"isVote":1,"tweetType":1,"viewCount":3292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375498014560432,"gmtCreate":1732677916308,"gmtModify":1732677942115,"author":{"id":"3557443939018403","authorId":"3557443939018403","name":"Milanny","avatar":"https://static.tigerbbs.com/9ce1568117c99dfaeef70a780517060c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557443939018403","idStr":"3557443939018403"},"themes":[],"title":"","htmlText":"？？？关税关这几个新能源毛事？出口是不可能的反正","listText":"？？？关税关这几个新能源毛事？出口是不可能的反正","text":"？？？关税关这几个新能源毛事？出口是不可能的反正","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375498014560432","repostId":"1113544329","repostType":2,"isVote":1,"tweetType":1,"viewCount":3398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333091283329248,"gmtCreate":1722346759958,"gmtModify":1722346762015,"author":{"id":"3557443939018403","authorId":"3557443939018403","name":"Milanny","avatar":"https://static.tigerbbs.com/9ce1568117c99dfaeef70a780517060c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557443939018403","idStr":"3557443939018403"},"themes":[],"title":"","htmlText":"他知道自己在说什么嘛？[捂脸] ","listText":"他知道自己在说什么嘛？[捂脸] ","text":"他知道自己在说什么嘛？[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333091283329248","repostId":"1152595130","repostType":4,"repost":{"id":"1152595130","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":1722343150,"share":"https://www.laohu8.com/m/news/1152595130?lang=zh_CN&edition=full","pubTime":"2024-07-30 20:39","market":"us","language":"zh","title":"何小鹏：小鹏汽车是全球唯二实现端到端大模型量产落地的车企","url":"https://stock-news.laohu8.com/highlight/detail?id=1152595130","media":"老虎资讯综合","summary":"在本周二（7月30日）举行的小鹏AI智驾发布会上，何小鹏表示：小鹏汽车是全球唯二，国内率先实现端到端大模型量产上车的车企。他透露，小鹏汽车在AI训练上已投入了35亿费用，包括算力、人工。在端到端加持下，小鹏智驾进化能力加速，大版本能力的提升，从13个月逐步缩减。到今年年底，小鹏能够实现自动过ETC，打通园区内部道路，这意味着XNGP实现智驾能力的跨越只需要5个月。他还表示，端到端加持下，XNGP具有更强的学习能力，能够处理更复杂的道路情况，在规则时代这是难以实现的。随着数据学习的增加，XNGP能力不断提升，没有使用大模型的智驾都将被淘汰。","content":"<html><head></head><body><p>在本周二（7月30日）举行的小鹏AI智驾发布会上，何小鹏表示：小鹏汽车是全球唯二，国内率先实现端到端大模型量产落地的车企，并官宣XNGP高阶智驾将对全国所有城市开放。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5960c88c00ccdb30b7edd7d75449c75\" title=\"\" tg-width=\"955\" tg-height=\"532\"/></p><p>他透露，小鹏汽车在AI训练上已投入了35亿费用，包括算力、人工，最大AI算力储备达2.51EFLOPS。在端到端加持下，小鹏智驾进化能力加速，大版本能力的提升，从13个月逐步缩减。</p><p>到今年年底，小鹏能够实现自动过ETC，打通园区内部道路，这意味着XNGP实现智驾能力的跨越只需要5个月。</p><p>他还表示，端到端加持下，XNGP具有更强的学习能力，能够处理更复杂的道路情况，在规则时代这是难以实现的。随着数据学习的增加，XNGP能力不断提升，没有使用大模型的智驾都将被淘汰。</p><p>他提及前段时间在美国，看到的科技行业进步，与中国不同，美国公司都在想如何把端到端做到更强，比当地老司机更强；而国内网上在吵架，在干周销量榜，这不是科技竞争该有的样子。</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>何小鹏：小鹏汽车是全球唯二实现端到端大模型量产落地的车企</title>\n<style 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20:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>在本周二（7月30日）举行的小鹏AI智驾发布会上，何小鹏表示：小鹏汽车是全球唯二，国内率先实现端到端大模型量产落地的车企，并官宣XNGP高阶智驾将对全国所有城市开放。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5960c88c00ccdb30b7edd7d75449c75\" title=\"\" tg-width=\"955\" tg-height=\"532\"/></p><p>他透露，小鹏汽车在AI训练上已投入了35亿费用，包括算力、人工，最大AI算力储备达2.51EFLOPS。在端到端加持下，小鹏智驾进化能力加速，大版本能力的提升，从13个月逐步缩减。</p><p>到今年年底，小鹏能够实现自动过ETC，打通园区内部道路，这意味着XNGP实现智驾能力的跨越只需要5个月。</p><p>他还表示，端到端加持下，XNGP具有更强的学习能力，能够处理更复杂的道路情况，在规则时代这是难以实现的。随着数据学习的增加，XNGP能力不断提升，没有使用大模型的智驾都将被淘汰。</p><p>他提及前段时间在美国，看到的科技行业进步，与中国不同，美国公司都在想如何把端到端做到更强，比当地老司机更强；而国内网上在吵架，在干周销量榜，这不是科技竞争该有的样子。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4aa4c2246df411f68e16a21f6d365311","relate_stocks":{"09868":"小鹏集团-W","XPEV":"小鹏集团"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152595130","content_text":"在本周二（7月30日）举行的小鹏AI智驾发布会上，何小鹏表示：小鹏汽车是全球唯二，国内率先实现端到端大模型量产落地的车企，并官宣XNGP高阶智驾将对全国所有城市开放。他透露，小鹏汽车在AI训练上已投入了35亿费用，包括算力、人工，最大AI算力储备达2.51EFLOPS。在端到端加持下，小鹏智驾进化能力加速，大版本能力的提升，从13个月逐步缩减。到今年年底，小鹏能够实现自动过ETC，打通园区内部道路，这意味着XNGP实现智驾能力的跨越只需要5个月。他还表示，端到端加持下，XNGP具有更强的学习能力，能够处理更复杂的道路情况，在规则时代这是难以实现的。随着数据学习的增加，XNGP能力不断提升，没有使用大模型的智驾都将被淘汰。他提及前段时间在美国，看到的科技行业进步，与中国不同，美国公司都在想如何把端到端做到更强，比当地老司机更强；而国内网上在吵架，在干周销量榜，这不是科技竞争该有的样子。","news_type":1,"symbols_score_info":{"XPEV":1.1,"09868":1.1}},"isVote":1,"tweetType":1,"viewCount":3961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}