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Yangsirisme
Yangsirisme
·
06-18 23:55
$微黄金2608(MGC2608)$
造孽啊,明明有科技不买去买个没有底的黄金,抽死自己
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Yangsirisme
Yangsirisme
·
06-16 17:00
也没见闪迪跌啊
Citrini:AMD、苹果双双押注闪存替代DRAM,内存成本或直降55倍
面对DRAM暴涨,AI存储向低成本闪存转移。AMD收购MEXT将AI驱动闪存技术引入数据中心,苹果推进端侧闪存方案。巨头看重闪存成本仅为DRAM的1/55,正重构AI存储架构。
Citrini:AMD、苹果双双押注闪存替代DRAM,内存成本或直降55倍
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Yangsirisme
Yangsirisme
·
06-10
带杠杆的不是人玩的,极端情况下,主力只要拉你一下你就爆一下,而无力加仓,哪怕最后方向对了跟你无关了😔
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Yangsirisme
Yangsirisme
·
06-10
$微黄金2608(MGC2608)$
请告诉我这是最后一跌好吗?12号以后就买不了了
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Yangsirisme
Yangsirisme
·
06-09
赶紧来份协议吧,世界杯之前
特朗普称美伊谈判进入“最后关头”
6月9日,美国总统特朗普9日说,美国与伊朗的谈判已进入“最后关头”,将在“两到三天内”达成协议。特朗普9日在纽约肯尼迪国际机场接受记者采访时说,以色列和伊朗此前“来回交锋”,如今“同意停火”,“我们正处在最后关头,将达成一份非常、非常棒的协议”。当被问及谈判还需耗时多久,特朗普回答:“两到三天。”当地时间7日晚至8日,伊朗与以色列爆发自4月上旬美以伊宣布停火以来最大规模交火。8日晚些时候,伊朗与以色列先后宣布停止对对方的袭击。特朗普近期多次表示即将与伊朗达成协议,但截至目前都没有达成。
特朗普称美伊谈判进入“最后关头”
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Yangsirisme
Yangsirisme
·
06-05
涨你大头鬼,快点停战降息
特朗普:就业报告非常强劲,股市理应上涨,经济增长并不意味着通胀
股市理应上涨,而不是下跌。
特朗普:就业报告非常强劲,股市理应上涨,经济增长并不意味着通胀
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Yangsirisme
Yangsirisme
·
06-05
$微黄金2608(MGC2608)$
不好玩一点也不好玩,去年做空就降息,今年做多给加息,数据可能有这么好吗?光meta就裁员几万,ai进展人会被替代多少
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Yangsirisme
Yangsirisme
·
06-05
假数据,ai裁员的人呢
美国5月非农就业增加17.2万人,预期增加8.5万人,5月失业率4.3%
前值由增加11.5万人修正为增加17.9万人。
美国5月非农就业增加17.2万人,预期增加8.5万人,5月失业率4.3%
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Yangsirisme
Yangsirisme
·
06-04
$微黄金2608(MGC2608)$
日了,怎么比纽约金显示的少涨那么多
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Yangsirisme
Yangsirisme
·
06-02
拜拜了您嘞,离开的报个到
关于存量投资者在中国境内(内地)服务合规调整的通知
为落实2年集中整治期的行业监管要求,推动跨境证券业务规范发展,老虎国际将对存量投资者账户在中国境内的服务进行相应调整。请您放心,本次调整不会影响为存量投资者在境外提供服务,也不影响全体客户现有资产安全,客户可正常查询账户、持有及卖出已有持仓。
关于存量投资者在中国境内(内地)服务合规调整的通知
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造孽啊,明明有科技不买去买个没有底的黄金,抽死自己","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576613038818368","isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":575842551600376,"gmtCreate":1781600441218,"gmtModify":1781600522030,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"也没见闪迪跌啊","listText":"也没见闪迪跌啊","text":"也没见闪迪跌啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/575842551600376","repostId":"2643373567","repostType":2,"repost":{"id":"2643373567","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":1781599906,"share":"https://www.laohu8.com/m/news/2643373567?lang=zh_CN&edition=full","pubTime":"2026-06-16 16:51","market":"sh","language":"zh","title":"Citrini:AMD、苹果双双押注闪存替代DRAM,内存成本或直降55倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2643373567","media":"华尔街见闻","summary":"面对DRAM暴涨,AI存储向低成本闪存转移。AMD收购MEXT将AI驱动闪存技术引入数据中心,苹果推进端侧闪存方案。巨头看重闪存成本仅为DRAM的1/55,正重构AI存储架构。","content":"<html><head></head><body><p style=\"text-align: left;\">AI推理对昂贵DRAM的依赖正在松动。<a href=\"https://laohu8.com/S/AMD\">AMD</a>宣布收购内存优化公司MEXT,将AI驱动的闪存优化技术引入数据中心。这标志着AI存储架构正在经历一场结构性迁移,而核心驱动力只有一个数字:<strong>闪存成本仅为DRAM的1/55。</strong></p><p style=\"text-align: left;\">周一,AMD宣布以未披露金额完成对MEXT的收购。MEXT开发的AI驱动预测内存技术,旨在让闪存的行为更接近DRAM,在维持性能与效率的同时扩展可用内存容量。AMD表示,此次收购将扩充其AI产品组合,帮助数据中心客户提升性能、降低总拥有成本并加速工作负载部署。"对内存的需求正在企业计算的每个品类中增长,"AMD在声明中称。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a86b38617b68e608382e6d8db9bf1389\" data-align=\"center\" tg-width=\"1024\" tg-height=\"755\"/><span></span></p><p style=\"text-align: left;\">收购消息刺激AMD股价周一上涨7.7%至550.75美元,市值逼近9000亿美元关口,当日S&P 500指数整体上涨1.8%。AMD今年以来累计涨幅已达323%。花旗上周五将AMD评级从中性上调至买入,目标价从460美元上调至575美元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fe5a732905489dfc96d3c249e9bea543\" data-align=\"center\" tg-width=\"882\" tg-height=\"984\"/><span></span></p><p style=\"text-align: left;\">值得注意的是,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>早在2024年就开始推进"LLM in a Flash"端侧方案。这一布局背后,是愈演愈烈的DRAM供给危机。据TrendForce数据,高带宽内存(HBM)已占全部DRAM晶圆产能的约四分之一,DRAM合约价格在2026年第一季度单季环比暴涨约90%。Citrini Research指出,<strong>AI存储需求已大到需要多层架构共同承接,闪存并非取代HBM,而是在容量维度承接溢出需求</strong>——这场架构重构正在重新定价整条AI存储产业链。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7db9e832d1e323bc33ae1b899213dd97\" data-align=\"center\" tg-width=\"1024\" tg-height=\"825\"/><span></span></p><h2 style=\"text-align: left;\">内存税危机:瓶颈从AI蔓延至全经济</h2><p style=\"text-align: left;\">据<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Shawn Kim团队本月早些时候的判断,<strong>内存价格飙升和供应稀缺正演变为数字经济的全面风险,</strong>"从AI基础设施的瓶颈,蔓延至硬件利润率、设备可负担性、云成本、通胀乃至政策层面。"这一压力已有具体案例佐证:Xbox首席执行官Asha Sharma上周表示,内存成本在过去两年间上涨了约五倍,导致公司无法生产消费者所需数量的游戏主机。</p><p style=\"text-align: left;\">HBM对DRAM产能的持续蚕食是这场危机的核心驱动。据TrendForce及<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、SK海力士、<a href=\"https://laohu8.com/S/MU\">美光</a>等厂商的披露数据,HBM在DRAM晶圆产能中的占比已从2020年的2%攀升至2026年预估的25%。超大规模云厂商以多年期合同预购未来晶圆产出,进一步压缩了面向手机和PC的标准芯片可用产能。</p><p style=\"text-align: left;\">新增DRAM产能的建设同样面临结构性制约。扩产依赖EUV光刻机印制更精细线宽,每台EUV设备售价高达约2亿美元,一座新晶圆厂的投资动辄<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元,建设周期在顺利情况下也需数年。这一供给刚性,正是本轮短缺具备持续性的根本原因。</p><h2 style=\"text-align: left;\">55倍成本差:闪存替代的经济逻辑</h2><p style=\"text-align: left;\">据Citrini Research测算,<strong>闪存的每比特成本约为DRAM的1/55——QLC NAND约为每GB 0.05美元,DDR5 DRAM约为2.75美元,HBM3E则高达15美元。</strong>这一价差的可利用空间,在于AI推理中最大的单一内存消耗——KV缓存(记录模型每次生成步骤中所有先前标记的上下文,长对话中可增长至数百GB)——对读取速度的要求远低于模型权重的解码路径。对于此类顺序读取数据,DRAM的速度优势大幅收窄,而闪存的容量优势则充分体现。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8f9b061541f243d013842840b2a9af30\" data-align=\"center\" tg-width=\"1024\" tg-height=\"671\"/><span></span></p><p style=\"text-align: left;\">闪存的扩容路径也与DRAM存在本质区别。闪存通过垂直堆叠更多单元层来增加容量,依赖现有工厂已有的沉积和刻蚀工艺,无需新的光刻节点,不占用EUV资源。闪存控制器基于成熟的6/7纳米制程生产,远离正在制约先进制程的瓶颈节点。</p><p style=\"text-align: left;\">苹果研究人员此前发表的论文"LLM in a Flash"提供了方法论支撑:通过将大语言模型参数存储于设备闪存、按需调取至DRAM的方式,可在DRAM容量受限的设备上运行超出其容量上限的模型,并在CPU和GPU上分别实现比朴素加载方式快4至5倍和20至25倍的推理速度。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1b87a29aa7ba0ff023c247b4f54e9951\" data-align=\"center\" tg-width=\"1024\" tg-height=\"630\"/><span></span></p><h2 style=\"text-align: left;\">两条路径:数据中心与端侧同步演进</h2><p style=\"text-align: left;\">AMD的收购聚焦数据中心场景。通过将MEXT技术整合至AMD数据中心产品组合,AMD寻求帮助企业客户在AI工作负载部署中提升资源利用效率并压缩成本。摩根士丹利Shawn Kim团队认为,尽管内存短缺持续,AMD在云端市场竞争格局上仍具结构性优势——"代理式AI驱动的CPU需求在结构上有利于AMD在云端市场份额的扩张。"花旗对AMD的乐观预判则更多基于其GPU销售与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的正面竞争态势。</p><p style=\"text-align: left;\">苹果的路径则落子端侧。"LLM in a Flash"方案将模型推理对昂贵云端内存的依赖部分转移至设备本地闪存,在降低云端运算成本的同时,为端侧AI应用提供可行的内存架构支撑。</p><p style=\"text-align: left;\">据Citrini Research,两大路径共同指向同一结论:<strong>AI推理的内存层级正在重构,低频KV缓存、模型权重及端侧数据,将逐步从高价的HBM/DRAM下沉至NAND Flash/SSD层,形成多层次存储架构。</strong></p><p style=\"text-align: left;\">这一架构转变正沿产业链形成多层次的传导效应。据Citrini Research梳理,最直接的受益层是NAND原厂,高容量NAND、企业级SSD及QLC NAND为最纯粹的方向,包括SanDisk、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>、美光及铠侠。</p><p style=\"text-align: left;\">SSD控制器层被认为持续性最强——让闪存真正接近内存体验的核心在于控制器、固件与NVMe架构优化,涉及<a href=\"https://laohu8.com/S/SIMO\">Silicon Motion</a>、Marvell等。CXL/PCIe高速互联层亦受益。</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>Citrini:AMD、苹果双双押注闪存替代DRAM,内存成本或直降55倍</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{ 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#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\">\nCitrini:AMD、苹果双双押注闪存替代DRAM,内存成本或直降55倍\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\">2026-06-16 16:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">AI推理对昂贵DRAM的依赖正在松动。<a href=\"https://laohu8.com/S/AMD\">AMD</a>宣布收购内存优化公司MEXT,将AI驱动的闪存优化技术引入数据中心。这标志着AI存储架构正在经历一场结构性迁移,而核心驱动力只有一个数字:<strong>闪存成本仅为DRAM的1/55。</strong></p><p style=\"text-align: left;\">周一,AMD宣布以未披露金额完成对MEXT的收购。MEXT开发的AI驱动预测内存技术,旨在让闪存的行为更接近DRAM,在维持性能与效率的同时扩展可用内存容量。AMD表示,此次收购将扩充其AI产品组合,帮助数据中心客户提升性能、降低总拥有成本并加速工作负载部署。"对内存的需求正在企业计算的每个品类中增长,"AMD在声明中称。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a86b38617b68e608382e6d8db9bf1389\" data-align=\"center\" tg-width=\"1024\" tg-height=\"755\"/><span></span></p><p style=\"text-align: left;\">收购消息刺激AMD股价周一上涨7.7%至550.75美元,市值逼近9000亿美元关口,当日S&P 500指数整体上涨1.8%。AMD今年以来累计涨幅已达323%。花旗上周五将AMD评级从中性上调至买入,目标价从460美元上调至575美元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fe5a732905489dfc96d3c249e9bea543\" data-align=\"center\" tg-width=\"882\" tg-height=\"984\"/><span></span></p><p style=\"text-align: left;\">值得注意的是,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>早在2024年就开始推进"LLM in a Flash"端侧方案。这一布局背后,是愈演愈烈的DRAM供给危机。据TrendForce数据,高带宽内存(HBM)已占全部DRAM晶圆产能的约四分之一,DRAM合约价格在2026年第一季度单季环比暴涨约90%。Citrini Research指出,<strong>AI存储需求已大到需要多层架构共同承接,闪存并非取代HBM,而是在容量维度承接溢出需求</strong>——这场架构重构正在重新定价整条AI存储产业链。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7db9e832d1e323bc33ae1b899213dd97\" data-align=\"center\" tg-width=\"1024\" tg-height=\"825\"/><span></span></p><h2 style=\"text-align: left;\">内存税危机:瓶颈从AI蔓延至全经济</h2><p style=\"text-align: left;\">据<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Shawn Kim团队本月早些时候的判断,<strong>内存价格飙升和供应稀缺正演变为数字经济的全面风险,</strong>"从AI基础设施的瓶颈,蔓延至硬件利润率、设备可负担性、云成本、通胀乃至政策层面。"这一压力已有具体案例佐证:Xbox首席执行官Asha Sharma上周表示,内存成本在过去两年间上涨了约五倍,导致公司无法生产消费者所需数量的游戏主机。</p><p style=\"text-align: left;\">HBM对DRAM产能的持续蚕食是这场危机的核心驱动。据TrendForce及<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、SK海力士、<a href=\"https://laohu8.com/S/MU\">美光</a>等厂商的披露数据,HBM在DRAM晶圆产能中的占比已从2020年的2%攀升至2026年预估的25%。超大规模云厂商以多年期合同预购未来晶圆产出,进一步压缩了面向手机和PC的标准芯片可用产能。</p><p style=\"text-align: left;\">新增DRAM产能的建设同样面临结构性制约。扩产依赖EUV光刻机印制更精细线宽,每台EUV设备售价高达约2亿美元,一座新晶圆厂的投资动辄<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元,建设周期在顺利情况下也需数年。这一供给刚性,正是本轮短缺具备持续性的根本原因。</p><h2 style=\"text-align: left;\">55倍成本差:闪存替代的经济逻辑</h2><p style=\"text-align: left;\">据Citrini Research测算,<strong>闪存的每比特成本约为DRAM的1/55——QLC NAND约为每GB 0.05美元,DDR5 DRAM约为2.75美元,HBM3E则高达15美元。</strong>这一价差的可利用空间,在于AI推理中最大的单一内存消耗——KV缓存(记录模型每次生成步骤中所有先前标记的上下文,长对话中可增长至数百GB)——对读取速度的要求远低于模型权重的解码路径。对于此类顺序读取数据,DRAM的速度优势大幅收窄,而闪存的容量优势则充分体现。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8f9b061541f243d013842840b2a9af30\" data-align=\"center\" tg-width=\"1024\" tg-height=\"671\"/><span></span></p><p style=\"text-align: left;\">闪存的扩容路径也与DRAM存在本质区别。闪存通过垂直堆叠更多单元层来增加容量,依赖现有工厂已有的沉积和刻蚀工艺,无需新的光刻节点,不占用EUV资源。闪存控制器基于成熟的6/7纳米制程生产,远离正在制约先进制程的瓶颈节点。</p><p style=\"text-align: left;\">苹果研究人员此前发表的论文"LLM in a Flash"提供了方法论支撑:通过将大语言模型参数存储于设备闪存、按需调取至DRAM的方式,可在DRAM容量受限的设备上运行超出其容量上限的模型,并在CPU和GPU上分别实现比朴素加载方式快4至5倍和20至25倍的推理速度。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1b87a29aa7ba0ff023c247b4f54e9951\" data-align=\"center\" tg-width=\"1024\" tg-height=\"630\"/><span></span></p><h2 style=\"text-align: left;\">两条路径:数据中心与端侧同步演进</h2><p style=\"text-align: left;\">AMD的收购聚焦数据中心场景。通过将MEXT技术整合至AMD数据中心产品组合,AMD寻求帮助企业客户在AI工作负载部署中提升资源利用效率并压缩成本。摩根士丹利Shawn Kim团队认为,尽管内存短缺持续,AMD在云端市场竞争格局上仍具结构性优势——"代理式AI驱动的CPU需求在结构上有利于AMD在云端市场份额的扩张。"花旗对AMD的乐观预判则更多基于其GPU销售与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的正面竞争态势。</p><p style=\"text-align: left;\">苹果的路径则落子端侧。"LLM in a Flash"方案将模型推理对昂贵云端内存的依赖部分转移至设备本地闪存,在降低云端运算成本的同时,为端侧AI应用提供可行的内存架构支撑。</p><p style=\"text-align: left;\">据Citrini Research,两大路径共同指向同一结论:<strong>AI推理的内存层级正在重构,低频KV缓存、模型权重及端侧数据,将逐步从高价的HBM/DRAM下沉至NAND Flash/SSD层,形成多层次存储架构。</strong></p><p style=\"text-align: left;\">这一架构转变正沿产业链形成多层次的传导效应。据Citrini Research梳理,最直接的受益层是NAND原厂,高容量NAND、企业级SSD及QLC NAND为最纯粹的方向,包括SanDisk、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>、美光及铠侠。</p><p style=\"text-align: left;\">SSD控制器层被认为持续性最强——让闪存真正接近内存体验的核心在于控制器、固件与NVMe架构优化,涉及<a href=\"https://laohu8.com/S/SIMO\">Silicon Motion</a>、Marvell等。CXL/PCIe高速互联层亦受益。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a86b38617b68e608382e6d8db9bf1389","relate_stocks":{"LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0127658192.USD":"EASTSPRING 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USD"},"source_url":"https://wallstreetcn.com/articles/3774784","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2643373567","content_text":"AI推理对昂贵DRAM的依赖正在松动。AMD宣布收购内存优化公司MEXT,将AI驱动的闪存优化技术引入数据中心。这标志着AI存储架构正在经历一场结构性迁移,而核心驱动力只有一个数字:闪存成本仅为DRAM的1/55。周一,AMD宣布以未披露金额完成对MEXT的收购。MEXT开发的AI驱动预测内存技术,旨在让闪存的行为更接近DRAM,在维持性能与效率的同时扩展可用内存容量。AMD表示,此次收购将扩充其AI产品组合,帮助数据中心客户提升性能、降低总拥有成本并加速工作负载部署。\"对内存的需求正在企业计算的每个品类中增长,\"AMD在声明中称。收购消息刺激AMD股价周一上涨7.7%至550.75美元,市值逼近9000亿美元关口,当日S&P 500指数整体上涨1.8%。AMD今年以来累计涨幅已达323%。花旗上周五将AMD评级从中性上调至买入,目标价从460美元上调至575美元。值得注意的是,苹果早在2024年就开始推进\"LLM in a Flash\"端侧方案。这一布局背后,是愈演愈烈的DRAM供给危机。据TrendForce数据,高带宽内存(HBM)已占全部DRAM晶圆产能的约四分之一,DRAM合约价格在2026年第一季度单季环比暴涨约90%。Citrini Research指出,AI存储需求已大到需要多层架构共同承接,闪存并非取代HBM,而是在容量维度承接溢出需求——这场架构重构正在重新定价整条AI存储产业链。内存税危机:瓶颈从AI蔓延至全经济据摩根士丹利分析师Shawn Kim团队本月早些时候的判断,内存价格飙升和供应稀缺正演变为数字经济的全面风险,\"从AI基础设施的瓶颈,蔓延至硬件利润率、设备可负担性、云成本、通胀乃至政策层面。\"这一压力已有具体案例佐证:Xbox首席执行官Asha Sharma上周表示,内存成本在过去两年间上涨了约五倍,导致公司无法生产消费者所需数量的游戏主机。HBM对DRAM产能的持续蚕食是这场危机的核心驱动。据TrendForce及三星、SK海力士、美光等厂商的披露数据,HBM在DRAM晶圆产能中的占比已从2020年的2%攀升至2026年预估的25%。超大规模云厂商以多年期合同预购未来晶圆产出,进一步压缩了面向手机和PC的标准芯片可用产能。新增DRAM产能的建设同样面临结构性制约。扩产依赖EUV光刻机印制更精细线宽,每台EUV设备售价高达约2亿美元,一座新晶圆厂的投资动辄数百亿美元,建设周期在顺利情况下也需数年。这一供给刚性,正是本轮短缺具备持续性的根本原因。55倍成本差:闪存替代的经济逻辑据Citrini Research测算,闪存的每比特成本约为DRAM的1/55——QLC NAND约为每GB 0.05美元,DDR5 DRAM约为2.75美元,HBM3E则高达15美元。这一价差的可利用空间,在于AI推理中最大的单一内存消耗——KV缓存(记录模型每次生成步骤中所有先前标记的上下文,长对话中可增长至数百GB)——对读取速度的要求远低于模型权重的解码路径。对于此类顺序读取数据,DRAM的速度优势大幅收窄,而闪存的容量优势则充分体现。闪存的扩容路径也与DRAM存在本质区别。闪存通过垂直堆叠更多单元层来增加容量,依赖现有工厂已有的沉积和刻蚀工艺,无需新的光刻节点,不占用EUV资源。闪存控制器基于成熟的6/7纳米制程生产,远离正在制约先进制程的瓶颈节点。苹果研究人员此前发表的论文\"LLM in a Flash\"提供了方法论支撑:通过将大语言模型参数存储于设备闪存、按需调取至DRAM的方式,可在DRAM容量受限的设备上运行超出其容量上限的模型,并在CPU和GPU上分别实现比朴素加载方式快4至5倍和20至25倍的推理速度。两条路径:数据中心与端侧同步演进AMD的收购聚焦数据中心场景。通过将MEXT技术整合至AMD数据中心产品组合,AMD寻求帮助企业客户在AI工作负载部署中提升资源利用效率并压缩成本。摩根士丹利Shawn Kim团队认为,尽管内存短缺持续,AMD在云端市场竞争格局上仍具结构性优势——\"代理式AI驱动的CPU需求在结构上有利于AMD在云端市场份额的扩张。\"花旗对AMD的乐观预判则更多基于其GPU销售与英伟达的正面竞争态势。苹果的路径则落子端侧。\"LLM in a Flash\"方案将模型推理对昂贵云端内存的依赖部分转移至设备本地闪存,在降低云端运算成本的同时,为端侧AI应用提供可行的内存架构支撑。据Citrini Research,两大路径共同指向同一结论:AI推理的内存层级正在重构,低频KV缓存、模型权重及端侧数据,将逐步从高价的HBM/DRAM下沉至NAND Flash/SSD层,形成多层次存储架构。这一架构转变正沿产业链形成多层次的传导效应。据Citrini Research梳理,最直接的受益层是NAND原厂,高容量NAND、企业级SSD及QLC NAND为最纯粹的方向,包括SanDisk、西部数据、美光及铠侠。SSD控制器层被认为持续性最强——让闪存真正接近内存体验的核心在于控制器、固件与NVMe架构优化,涉及Silicon Motion、Marvell等。CXL/PCIe高速互联层亦受益。","news_type":1,"symbols_score_info":{"AMD":1.96,"AMDU":0.6,"AMDG":0.6,"AAPD":0.6,"AMDY":0.6,"AAPX":0.6,"DAMD":0.6,"AMDS":0.6,"AAPY":0.6,"APLY":0.6,"AMDW":0.6,"AAPB":0.6,"AMUU":0.6,"AAPU":0.6,"AAPL":1.89,"AAPW":0.6,"AMYY":0.6,"AMDL":0.6,"AMDD":0.6}},"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573675882763736,"gmtCreate":1781087236304,"gmtModify":1781093845328,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"带杠杆的不是人玩的,极端情况下,主力只要拉你一下你就爆一下,而无力加仓,哪怕最后方向对了跟你无关了😔","listText":"带杠杆的不是人玩的,极端情况下,主力只要拉你一下你就爆一下,而无力加仓,哪怕最后方向对了跟你无关了😔","text":"带杠杆的不是人玩的,极端情况下,主力只要拉你一下你就爆一下,而无力加仓,哪怕最后方向对了跟你无关了😔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573675882763736","isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573410380423360,"gmtCreate":1781022408102,"gmtModify":1781023418677,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/MGC2608\">$微黄金2608(MGC2608)$</a> 请告诉我这是最后一跌好吗?12号以后就买不了了","listText":"<a href=\"https://laohu8.com/FUT/MGC2608\">$微黄金2608(MGC2608)$</a> 请告诉我这是最后一跌好吗?12号以后就买不了了","text":"$微黄金2608(MGC2608)$ 请告诉我这是最后一跌好吗?12号以后就买不了了","images":[{"img":"https://static.tigerbbs.com/c19c93478b30164170711632c0fbb8d7","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573410380423360","isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":573327636874440,"gmtCreate":1780994528994,"gmtModify":1780995118817,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"赶紧来份协议吧,世界杯之前","listText":"赶紧来份协议吧,世界杯之前","text":"赶紧来份协议吧,世界杯之前","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573327636874440","repostId":"1119916174","repostType":2,"repost":{"id":"1119916174","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":1780994430,"share":"https://www.laohu8.com/m/news/1119916174?lang=zh_CN&edition=full","pubTime":"2026-06-09 16:40","market":"hk","language":"zh","title":"特朗普称美伊谈判进入“最后关头”","url":"https://stock-news.laohu8.com/highlight/detail?id=1119916174","media":"老虎资讯综合","summary":"6月9日,美国总统特朗普9日说,美国与伊朗的谈判已进入“最后关头”,将在“两到三天内”达成协议。特朗普9日在纽约肯尼迪国际机场接受记者采访时说,以色列和伊朗此前“来回交锋”,如今“同意停火”,“我们正处在最后关头,将达成一份非常、非常棒的协议”。当被问及谈判还需耗时多久,特朗普回答:“两到三天。”当地时间7日晚至8日,伊朗与以色列爆发自4月上旬美以伊宣布停火以来最大规模交火。8日晚些时候,伊朗与以色列先后宣布停止对对方的袭击。特朗普近期多次表示即将与伊朗达成协议,但截至目前都没有达成。","content":"<html><head></head><body><p style=\"text-align: justify;\">6月9日,美国总统特朗普9日说,美国与伊朗的谈判已进入“最后关头”,将在“两到三天内”达成协议。</p><p style=\"text-align: justify;\">特朗普9日在纽约肯尼迪国际机场接受记者采访时说,以色列和伊朗此前“来回交锋”,如今“同意停火”,“我们正处在最后关头,将达成一份非常、非常棒的协议”。</p><p style=\"text-align: justify;\">当被问及谈判还需耗时多久,特朗普回答:“两到三天。”</p><p style=\"text-align: justify;\">当地时间7日晚至8日,伊朗与以色列爆发自4月上旬美以伊宣布停火以来最大规模交火。8日晚些时候,伊朗与以色列先后宣布停止对对方的袭击。</p><p style=\"text-align: justify;\">特朗普近期多次表示即将与伊朗达成协议,但截至目前都没有达成。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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特朗普称美伊谈判进入“最后关头”\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\">2026-06-09 16:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: justify;\">6月9日,美国总统特朗普9日说,美国与伊朗的谈判已进入“最后关头”,将在“两到三天内”达成协议。</p><p style=\"text-align: justify;\">特朗普9日在纽约肯尼迪国际机场接受记者采访时说,以色列和伊朗此前“来回交锋”,如今“同意停火”,“我们正处在最后关头,将达成一份非常、非常棒的协议”。</p><p style=\"text-align: justify;\">当被问及谈判还需耗时多久,特朗普回答:“两到三天。”</p><p style=\"text-align: justify;\">当地时间7日晚至8日,伊朗与以色列爆发自4月上旬美以伊宣布停火以来最大规模交火。8日晚些时候,伊朗与以色列先后宣布停止对对方的袭击。</p><p style=\"text-align: justify;\">特朗普近期多次表示即将与伊朗达成协议,但截至目前都没有达成。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cf8deb964fe83a788e7ae02a962af884","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119916174","content_text":"6月9日,美国总统特朗普9日说,美国与伊朗的谈判已进入“最后关头”,将在“两到三天内”达成协议。特朗普9日在纽约肯尼迪国际机场接受记者采访时说,以色列和伊朗此前“来回交锋”,如今“同意停火”,“我们正处在最后关头,将达成一份非常、非常棒的协议”。当被问及谈判还需耗时多久,特朗普回答:“两到三天。”当地时间7日晚至8日,伊朗与以色列爆发自4月上旬美以伊宣布停火以来最大规模交火。8日晚些时候,伊朗与以色列先后宣布停止对对方的袭击。特朗普近期多次表示即将与伊朗达成协议,但截至目前都没有达成。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572005414089880,"gmtCreate":1780672086487,"gmtModify":1780673342705,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"涨你大头鬼,快点停战降息","listText":"涨你大头鬼,快点停战降息","text":"涨你大头鬼,快点停战降息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572005414089880","repostId":"1187628526","repostType":4,"repost":{"id":"1187628526","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":1780670695,"share":"https://www.laohu8.com/m/news/1187628526?lang=zh_CN&edition=full","pubTime":"2026-06-05 22:44","market":"us","language":"zh","title":"特朗普:就业报告非常强劲,股市理应上涨,经济增长并不意味着通胀","url":"https://stock-news.laohu8.com/highlight/detail?id=1187628526","media":"老虎资讯综合","summary":"股市理应上涨,而不是下跌。","content":"<html><head></head><body><p style=\"text-align: left;\"><span>6月5日周五,美国总统特朗普在社交媒体平台上发文称:“刚刚公布的就业报告(5月非农)非常强劲,股市理应上涨,而不是下跌。过去200年来一直都是这样。经济增长并不意味着通胀!一个国家如果不实现增长,又怎么能实现伟大呢???”</span></p><p style=\"text-align: left;\">截至发稿,美股三大指数均处于跌势,纳指跌超1.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c96e7c04d977a419d0efbbfe3315d7d4\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></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\" 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22:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><span>6月5日周五,美国总统特朗普在社交媒体平台上发文称:“刚刚公布的就业报告(5月非农)非常强劲,股市理应上涨,而不是下跌。过去200年来一直都是这样。经济增长并不意味着通胀!一个国家如果不实现增长,又怎么能实现伟大呢???”</span></p><p style=\"text-align: left;\">截至发稿,美股三大指数均处于跌势,纳指跌超1.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c96e7c04d977a419d0efbbfe3315d7d4\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/7ed29d90b87a6605e0b8dbdcc213f44b","relate_stocks":{"DIA":"道琼斯ETF","SPYM":"投资组合标普500指数ETF-SPDR","SDOW":"三倍做空道指30ETF-ProShares","SPYQ":"2倍做多SPY Quarterly ETF-Tradr","UDOW":"三倍做多道指30ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","SPY":"标普500ETF","SPYU":"MAX S&P 500 4X Leveraged ETN","SPDN":"Direxion Daily S&P 500 Bear 1X 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Shares","SPXU":"三倍做空标普500ETF-ProShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187628526","content_text":"6月5日周五,美国总统特朗普在社交媒体平台上发文称:“刚刚公布的就业报告(5月非农)非常强劲,股市理应上涨,而不是下跌。过去200年来一直都是这样。经济增长并不意味着通胀!一个国家如果不实现增长,又怎么能实现伟大呢???”截至发稿,美股三大指数均处于跌势,纳指跌超1.7%。","news_type":1,"symbols_score_info":{"SPXS":0.6,"SPYH":0.6,"IVV":0.6,"DOG":0.6,"SDS":0.6,"SPXU":0.6,"HIBL":0.6,"YSPY":0.6,".SPX":2,"DDM":0.6,"MMAX":0.6,"SPYQ":0.6,"SPYU":0.6,".IXIC":2,"DXD":0.6,"SMAX":0.6,"SPY":0.6,"DIA":0.6,"SPUU":0.6,"SDOW":0.6,"SPXL":0.6,"DMAX":0.6,"VOO":0.6,"SPDN":0.6,"SSO":0.6,".DJI":2,"UPRO":0.6,"SPYM":0.6,"UDOW":0.6,"SH":0.6}},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571974780015280,"gmtCreate":1780664604896,"gmtModify":1780665685493,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/MGC2608\">$微黄金2608(MGC2608)$</a> 不好玩一点也不好玩,去年做空就降息,今年做多给加息,数据可能有这么好吗?光meta就裁员几万,ai进展人会被替代多少","listText":"<a href=\"https://laohu8.com/FUT/MGC2608\">$微黄金2608(MGC2608)$</a> 不好玩一点也不好玩,去年做空就降息,今年做多给加息,数据可能有这么好吗?光meta就裁员几万,ai进展人会被替代多少","text":"$微黄金2608(MGC2608)$ 不好玩一点也不好玩,去年做空就降息,今年做多给加息,数据可能有这么好吗?光meta就裁员几万,ai进展人会被替代多少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/571974780015280","isVote":1,"tweetType":1,"viewCount":662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571966778738640,"gmtCreate":1780662672695,"gmtModify":1780664213790,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"假数据,ai裁员的人呢","listText":"假数据,ai裁员的人呢","text":"假数据,ai裁员的人呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571966778738640","repostId":"1174969218","repostType":2,"repost":{"id":"1174969218","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":1780662620,"share":"https://www.laohu8.com/m/news/1174969218?lang=zh_CN&edition=full","pubTime":"2026-06-05 20:30","market":"us","language":"zh","title":"美国5月非农就业增加17.2万人,预期增加8.5万人,5月失业率4.3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1174969218","media":"老虎资讯综合","summary":"前值由增加11.5万人修正为增加17.9万人。","content":"<html><head></head><body><p style=\"text-align: left;\"><strong>美国5月非农就业人数增加17.2万人,预期增加8.5万人,前值由增加11.5万人修正为增加17.9万人。</strong></p><p style=\"text-align: left;\">3月份非农新增就业人数从万人上修至21.4万人;4月份非农新增就业人数从11.5万人上修至17.9万人。修正后,3月和4月新增就业人数合计较修正前高9.3万人。</p><p style=\"text-align: left;\">美国劳工统计局:就业增长主要集中在休闲和餐饮、地方政府以及医疗保健行业,而金融活动领域的就业则有所下降。</p><p style=\"text-align: left;\">这份报告表明,美国过去三个月的就业增幅达到两年多以来最强水平。尽管近期能源价格上涨导致消费者信心跌至历史低位,但在去年就业增长几乎停滞之后,美国劳动力市场正重新走强。</p><p style=\"text-align: left;\"><strong>美国5月失业率录得4.3%,连续第二个月持稳,符合市场预期。</strong></p><p style=\"text-align: left;\">美国劳工统计局:失业率保持在4.3%,自2025年7月以来一直维持在4.3%至4.5%的窄幅区间内。失业总人数为730万。</p><p style=\"text-align: left;\"><strong>市场反应</strong></p><p style=\"text-align: left;\">据CME“美联储观察”:美联储到6月维持利率不变的概率为96.6%(非农公布前为96.4%),累计降息25个基点的概率为3.4%。美联储到7月维持利率不变的概率为90.6%,累计加息25个基点的概率6.2%,累计降息25个基点的概率为3.2%。</p><p style=\"text-align: left;\">市场目前定价美联储将在明年1月底前加息,非农公布前预期的时间点为明年3月底前。</p><p style=\"text-align: left;\"><span>机构分析师Anstey评美国非农:考虑到美联储的使命是维持物价稳定和实现充分就业,仅凭这些数据来看,似乎很难认为当前就业市场需要帮助。另一方面,通胀率已远高于美联储2%的通胀目标。预计下周的CPI数据显示,核心通胀率将升至2.9%,而总体通胀将同比飙升4.2%(与美国5月平均每小时工资年率3.4%的增长相比,有点糟糕)。如果美联储政策制定者不进一步暗示2026年可能加息,那将是令人意外的。</span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国5月非农就业增加17.2万人,预期增加8.5万人,5月失业率4.3%</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美国5月非农就业增加17.2万人,预期增加8.5万人,5月失业率4.3%\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\">2026-06-05 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><strong>美国5月非农就业人数增加17.2万人,预期增加8.5万人,前值由增加11.5万人修正为增加17.9万人。</strong></p><p style=\"text-align: left;\">3月份非农新增就业人数从万人上修至21.4万人;4月份非农新增就业人数从11.5万人上修至17.9万人。修正后,3月和4月新增就业人数合计较修正前高9.3万人。</p><p style=\"text-align: left;\">美国劳工统计局:就业增长主要集中在休闲和餐饮、地方政府以及医疗保健行业,而金融活动领域的就业则有所下降。</p><p style=\"text-align: left;\">这份报告表明,美国过去三个月的就业增幅达到两年多以来最强水平。尽管近期能源价格上涨导致消费者信心跌至历史低位,但在去年就业增长几乎停滞之后,美国劳动力市场正重新走强。</p><p style=\"text-align: left;\"><strong>美国5月失业率录得4.3%,连续第二个月持稳,符合市场预期。</strong></p><p style=\"text-align: left;\">美国劳工统计局:失业率保持在4.3%,自2025年7月以来一直维持在4.3%至4.5%的窄幅区间内。失业总人数为730万。</p><p style=\"text-align: left;\"><strong>市场反应</strong></p><p style=\"text-align: left;\">据CME“美联储观察”:美联储到6月维持利率不变的概率为96.6%(非农公布前为96.4%),累计降息25个基点的概率为3.4%。美联储到7月维持利率不变的概率为90.6%,累计加息25个基点的概率6.2%,累计降息25个基点的概率为3.2%。</p><p style=\"text-align: left;\">市场目前定价美联储将在明年1月底前加息,非农公布前预期的时间点为明年3月底前。</p><p style=\"text-align: left;\"><span>机构分析师Anstey评美国非农:考虑到美联储的使命是维持物价稳定和实现充分就业,仅凭这些数据来看,似乎很难认为当前就业市场需要帮助。另一方面,通胀率已远高于美联储2%的通胀目标。预计下周的CPI数据显示,核心通胀率将升至2.9%,而总体通胀将同比飙升4.2%(与美国5月平均每小时工资年率3.4%的增长相比,有点糟糕)。如果美联储政策制定者不进一步暗示2026年可能加息,那将是令人意外的。</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b68de4934c17cb39294aa80c76a44884","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174969218","content_text":"美国5月非农就业人数增加17.2万人,预期增加8.5万人,前值由增加11.5万人修正为增加17.9万人。3月份非农新增就业人数从万人上修至21.4万人;4月份非农新增就业人数从11.5万人上修至17.9万人。修正后,3月和4月新增就业人数合计较修正前高9.3万人。美国劳工统计局:就业增长主要集中在休闲和餐饮、地方政府以及医疗保健行业,而金融活动领域的就业则有所下降。这份报告表明,美国过去三个月的就业增幅达到两年多以来最强水平。尽管近期能源价格上涨导致消费者信心跌至历史低位,但在去年就业增长几乎停滞之后,美国劳动力市场正重新走强。美国5月失业率录得4.3%,连续第二个月持稳,符合市场预期。美国劳工统计局:失业率保持在4.3%,自2025年7月以来一直维持在4.3%至4.5%的窄幅区间内。失业总人数为730万。市场反应据CME“美联储观察”:美联储到6月维持利率不变的概率为96.6%(非农公布前为96.4%),累计降息25个基点的概率为3.4%。美联储到7月维持利率不变的概率为90.6%,累计加息25个基点的概率6.2%,累计降息25个基点的概率为3.2%。市场目前定价美联储将在明年1月底前加息,非农公布前预期的时间点为明年3月底前。机构分析师Anstey评美国非农:考虑到美联储的使命是维持物价稳定和实现充分就业,仅凭这些数据来看,似乎很难认为当前就业市场需要帮助。另一方面,通胀率已远高于美联储2%的通胀目标。预计下周的CPI数据显示,核心通胀率将升至2.9%,而总体通胀将同比飙升4.2%(与美国5月平均每小时工资年率3.4%的增长相比,有点糟糕)。如果美联储政策制定者不进一步暗示2026年可能加息,那将是令人意外的。","news_type":1,"symbols_score_info":{"NQmain":1,"YMmain":1,"ESmain":1}},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571656099321016,"gmtCreate":1780588662547,"gmtModify":1780589164042,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/MGC2608\">$微黄金2608(MGC2608)$</a> 日了,怎么比纽约金显示的少涨那么多","listText":"<a href=\"https://laohu8.com/FUT/MGC2608\">$微黄金2608(MGC2608)$</a> 日了,怎么比纽约金显示的少涨那么多","text":"$微黄金2608(MGC2608)$ 日了,怎么比纽约金显示的少涨那么多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571656099321016","isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570896448733808,"gmtCreate":1780403280842,"gmtModify":1780403609705,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"拜拜了您嘞,离开的报个到","listText":"拜拜了您嘞,离开的报个到","text":"拜拜了您嘞,离开的报个到","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570896448733808","repostId":"1144850251","repostType":2,"repost":{"id":"1144850251","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":1780397116,"share":"https://www.laohu8.com/m/news/1144850251?lang=zh_CN&edition=full","pubTime":"2026-06-02 18:45","market":"us","language":"zh","title":"关于存量投资者在中国境内(内地)服务合规调整的通知","url":"https://stock-news.laohu8.com/highlight/detail?id=1144850251","media":"老虎资讯综合","summary":"为落实2年集中整治期的行业监管要求,推动跨境证券业务规范发展,老虎国际将对存量投资者账户在中国境内的服务进行相应调整。请您放心,本次调整不会影响为存量投资者在境外提供服务,也不影响全体客户现有资产安全,客户可正常查询账户、持有及卖出已有持仓。","content":"<p style=\"text-align: left;\">尊敬的客户:</p><p style=\"text-align: left;\">感谢您一直以来的信任与支持。为落实2年集中整治期的行业监管要求,推动跨境证券业务规范发展,老虎国际将对存量投资者账户在中国境内<span>(内地)</span>的服务进行相应调整。</p><p style=\"text-align: left;\">自北京时间<strong>2026年6月12日</strong>起将做如下调整:</p><ol><li><p style=\"text-align: left;\"><strong>在境内交易服务:</strong>暂停股票等所有品种的新开仓、加仓交易,仅支持卖出、平仓操作;</p></li><li><p style=\"text-align: left;\"><strong>在境内资金划转服务</strong>:暂停资金转入,转出功能保持正常,全力保障您的资金安全。</p></li></ol><p style=\"text-align: left;\"><strong>请您放心,本次调整不会影响为存量投资者在境外提供服务,也不影响全体客户现有资产安全,客户可正常查询账户、持有及卖出已有持仓。</strong>感谢您的理解和配合,若有任何疑问,欢迎随时联系客服(400-603-7555),我们将竭诚协助。</p><p style=\"text-align: left;\"><a target=\"_blank\" href=\"https://www.laohu8.com/news/1184303210\" title=\"\">老虎国际:关于近期跨境证券业务监管指引的说明</a></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>关于存量投资者在中国境内(内地)服务合规调整的通知</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关于存量投资者在中国境内(内地)服务合规调整的通知\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\">2026-06-02 18:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p style=\"text-align: left;\">尊敬的客户:</p><p style=\"text-align: left;\">感谢您一直以来的信任与支持。为落实2年集中整治期的行业监管要求,推动跨境证券业务规范发展,老虎国际将对存量投资者账户在中国境内<span>(内地)</span>的服务进行相应调整。</p><p style=\"text-align: left;\">自北京时间<strong>2026年6月12日</strong>起将做如下调整:</p><ol><li><p style=\"text-align: left;\"><strong>在境内交易服务:</strong>暂停股票等所有品种的新开仓、加仓交易,仅支持卖出、平仓操作;</p></li><li><p style=\"text-align: left;\"><strong>在境内资金划转服务</strong>:暂停资金转入,转出功能保持正常,全力保障您的资金安全。</p></li></ol><p style=\"text-align: left;\"><strong>请您放心,本次调整不会影响为存量投资者在境外提供服务,也不影响全体客户现有资产安全,客户可正常查询账户、持有及卖出已有持仓。</strong>感谢您的理解和配合,若有任何疑问,欢迎随时联系客服(400-603-7555),我们将竭诚协助。</p><p style=\"text-align: left;\"><a target=\"_blank\" href=\"https://www.laohu8.com/news/1184303210\" title=\"\">老虎国际:关于近期跨境证券业务监管指引的说明</a></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144850251","content_text":"尊敬的客户:感谢您一直以来的信任与支持。为落实2年集中整治期的行业监管要求,推动跨境证券业务规范发展,老虎国际将对存量投资者账户在中国境内(内地)的服务进行相应调整。自北京时间2026年6月12日起将做如下调整:在境内交易服务:暂停股票等所有品种的新开仓、加仓交易,仅支持卖出、平仓操作;在境内资金划转服务:暂停资金转入,转出功能保持正常,全力保障您的资金安全。请您放心,本次调整不会影响为存量投资者在境外提供服务,也不影响全体客户现有资产安全,客户可正常查询账户、持有及卖出已有持仓。感谢您的理解和配合,若有任何疑问,欢迎随时联系客服(400-603-7555),我们将竭诚协助。老虎国际:关于近期跨境证券业务监管指引的说明","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}