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RookiePlayer
RookiePlayer
·
10:23
说说你对这篇新闻的看法...
特朗普称收到伊朗请求暂缓攻击，同意取消对伊打击以换取协议
8月2日，美国总统特朗普在社交平台发文称，美国已经做好准备，以自二战以来未曾见过的军事威慑、力量和实力的水平对抗伊朗。尽管如此，我们刚刚收到伊朗和其他中东国家的请求，希望我们暂缓任何攻击，因为已经达成了一项协议的框架。这将包括霍尔木兹海峡的立即、完全和彻底开放，以及结束伊朗的核威胁。基于这一请求，我同意为了世界的未来利益，以及成功和繁荣的伊朗的生存，取消攻击，前提是能够迅速达成协议。以色列与我共同承诺这一点。大家开始行动，完成这项工作。
特朗普称收到伊朗请求暂缓攻击，同意取消对伊打击以换取协议
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RookiePlayer
RookiePlayer
·
2025-10-08
特斯拉开源了？
阿里巴巴高管：已成立“机器人和具身AI小组”，隶属于通义千问
绝对应该从虚拟世界走向物理世界。
阿里巴巴高管：已成立“机器人和具身AI小组”，隶属于通义千问
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RookiePlayer
RookiePlayer
·
2025-04-22
Verizon 太贵了 一个月75刀加税 还整天推出一些没用的附加服务 相比起来其他服务商还是好用的
Verizon一季度营收334.85亿美元，用户数量降幅大于预期
Q1 净利润：48.79亿美元，预期：48亿美元。
Verizon一季度营收334.85亿美元，用户数量降幅大于预期
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RookiePlayer
RookiePlayer
·
2025-04-04
Put 单赚到了
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RookiePlayer
RookiePlayer
·
2025-02-08
爱国就买中欧医疗！
高盛策略师：美股散户大军正"霸凌"大机构，阻止其等待的逢低买入时刻到来
高盛策略师指出，一群规模出人意料的散户投资者正在华尔街"横行"，令大机构投资者垂涎的逢低买入时刻迟迟无法到来。高盛驻佛罗里达州战术策略师Scott Rubner周三在给客户的报告中表示："这支创纪录的散户大军...是新现象，完全出乎我的预料。这里的“逢低套利”是指通过大幅回调买入股票可能获得的超额收益。Rubner指出，高盛追踪的散户买入失衡数据显示，1月17日创下50.3亿美元的纪录失衡规模。
高盛策略师：美股散户大军正"霸凌"大机构，阻止其等待的逢低买入时刻到来
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RookiePlayer
RookiePlayer
·
2025-02-07
这不就是骗钱嘛，我电脑上安个deepseek我也能宣布我的个人电脑整合deepseek。
极光大涨18%，通过DeepSeek整合增强企业人工智能代理平台
企业可以降低硬件和能源成本。
极光大涨18%，通过DeepSeek整合增强企业人工智能代理平台
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RookiePlayer
RookiePlayer
·
2025-02-07
谈笑间又涨回去了
美股盘中“断崖”式下挫，美国最新消费者通胀预期“爆表”
从上个月的3.3%跃升至本月的4.3%。
美股盘中“断崖”式下挫，美国最新消费者通胀预期“爆表”
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RookiePlayer
RookiePlayer
·
2025-02-05
已经半死不活了
非常抱歉，此主贴已删除
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RookiePlayer
RookiePlayer
·
2025-02-04
就算中国公司再牛逼在缅A你也别想赚一分钱
景顺：DeepSeek的出现，令中美股票的估值差距缩小
未来的发展可能需要建立全新的模型。
景顺：DeepSeek的出现，令中美股票的估值差距缩小
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RookiePlayer
RookiePlayer
·
2025-01-31
49拿了一星期54卖了，妖魔鬼怪股票不好买
异动解读 | Tempus AI股价盘中大涨近10%,人工智能医疗前景可期
Tempus AI股价今日盘中出现大涨近10%的行情,引发市场广泛关注。 Tempus AI公司是一家专注于开发医疗人工智能技术的公司,旗下主要产品包括一个融合了生成式人工智能的智能诊断平台。利用先进的人工智能算法,这一诊断平台有望提供更加准确、精准和个性化的实验室测试结果。 随着人工智能技术在医疗健康领域应用的不断推广,投资者看好Tempus AI在利用人工智能提高医疗诊断效率、提升患者体验等方面的前景,从而推高了该公司股价。同时,该公司所处的健康信息服务行业整体也录得不错的涨幅。
异动解读 | Tempus AI股价盘中大涨近10%,人工智能医疗前景可期
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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特朗普称收到伊朗请求暂缓攻击，同意取消对伊打击以换取协议\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\">2026-08-02 10:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月2日，美国总统特朗普在社交平台发文称，美国已经做好准备，以自二战以来未曾见过的军事威慑、力量和实力的水平对抗伊朗。尽管如此，我们刚刚收到伊朗和其他中东国家的请求，希望我们暂缓任何攻击，因为已经达成了一项协议的框架。这将包括霍尔木兹海峡的立即、完全和彻底开放，以及结束伊朗的核威胁。基于这一请求，我同意为了世界的未来利益，以及成功和繁荣的伊朗的生存，取消攻击，前提是能够迅速达成协议。以色列与我共同承诺这一点。大家开始行动，完成这项工作。</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":"1148657292","content_text":"8月2日，美国总统特朗普在社交平台发文称，美国已经做好准备，以自二战以来未曾见过的军事威慑、力量和实力的水平对抗伊朗。尽管如此，我们刚刚收到伊朗和其他中东国家的请求，希望我们暂缓任何攻击，因为已经达成了一项协议的框架。这将包括霍尔木兹海峡的立即、完全和彻底开放，以及结束伊朗的核威胁。基于这一请求，我同意为了世界的未来利益，以及成功和繁荣的伊朗的生存，取消攻击，前提是能够迅速达成协议。以色列与我共同承诺这一点。大家开始行动，完成这项工作。","news_type":1,"symbols_score_info":{"BZmain":2,"CLmain":2}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":486976139428432,"gmtCreate":1759919351240,"gmtModify":1759919353448,"author":{"id":"3577403487863838","authorId":"3577403487863838","name":"RookiePlayer","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577403487863838","idStr":"3577403487863838"},"themes":[],"title":"","htmlText":"特斯拉开源了？","listText":"特斯拉开源了？","text":"特斯拉开源了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486976139428432","repostId":"1158076888","repostType":2,"repost":{"id":"1158076888","kind":"news","pubTimestamp":1759918856,"share":"https://www.laohu8.com/m/news/1158076888?lang=zh_CN&edition=full","pubTime":"2025-10-08 18:20","market":"us","language":"zh","title":"阿里巴巴高管：已成立“机器人和具身AI小组”，隶属于通义千问","url":"https://stock-news.laohu8.com/highlight/detail?id=1158076888","media":"环球市场播报","summary":"绝对应该从虚拟世界走向物理世界。","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 已组建内部机器人团队，投身全球大型企业争相打造人工智能（AI）实体产品的竞赛。</p><p style=\"text-align: start;\"> 阿里巴巴高管林俊旸周三在社交媒体上发帖称，已成立“机器人和具身AI小组”。</p><p style=\"text-align: start;\"> 林俊旸的帖文显示，该团队隶属于负责开发旗舰AI基础模型的通义千问。这位高管目前担任通义千问的技术负责人，参与了可处理声音、图像及文本输入的多模态模型的研发。</p><p style=\"text-align: start;\"> 林俊旸表示，多模态模型正被转化为能够执行长时序推理任务的基础智能体，这些应用“理应从虚拟世界迈向现实世界！”</p></body></html>","source":"lsy1687560890796","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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林俊旸表示，多模态模型正被转化为能够执行长时序推理任务的基础智能体，...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-10-08/doc-inftfepe1366895.shtml\">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/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-10-08/doc-inftfepe1366895.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158076888","content_text":"阿里巴巴 已组建内部机器人团队，投身全球大型企业争相打造人工智能（AI）实体产品的竞赛。 阿里巴巴高管林俊旸周三在社交媒体上发帖称，已成立“机器人和具身AI小组”。 林俊旸的帖文显示，该团队隶属于负责开发旗舰AI基础模型的通义千问。这位高管目前担任通义千问的技术负责人，参与了可处理声音、图像及文本输入的多模态模型的研发。 林俊旸表示，多模态模型正被转化为能够执行长时序推理任务的基础智能体，这些应用“理应从虚拟世界迈向现实世界！”","news_type":1,"symbols_score_info":{"BABA":1.1,"09988":1.1}},"isVote":1,"tweetType":1,"viewCount":1163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427203450204320,"gmtCreate":1745321209296,"gmtModify":1745326603325,"author":{"id":"3577403487863838","authorId":"3577403487863838","name":"RookiePlayer","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577403487863838","idStr":"3577403487863838"},"themes":[],"title":"","htmlText":"Verizon 太贵了 一个月75刀加税 还整天推出一些没用的附加服务 相比起来其他服务商还是好用的 ","listText":"Verizon 太贵了 一个月75刀加税 还整天推出一些没用的附加服务 相比起来其他服务商还是好用的 ","text":"Verizon 太贵了 一个月75刀加税 还整天推出一些没用的附加服务 相比起来其他服务商还是好用的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427203450204320","repostId":"1141626933","repostType":2,"repost":{"id":"1141626933","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":1745320407,"share":"https://www.laohu8.com/m/news/1141626933?lang=zh_CN&edition=full","pubTime":"2025-04-22 19:13","market":"us","language":"zh","title":"Verizon一季度营收334.85亿美元，用户数量降幅大于预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1141626933","media":"老虎资讯综合","summary":"Q1 净利润：48.79亿美元，预期：48亿美元。","content":"<html><head></head><body><p>Verizon 2025年 Q1 营收： 334.85亿美元，预期：332.3亿美元，前值：330亿美元。</p><p>Q1 净利润：48.79亿美元，预期：48亿美元，前值：46.02亿美元。</p><p>Q1 EPS： $1.15，预期：$1.13，前值：$1.09。</p><p>Verizon维持2025年业绩指引，指引中没有提到关税的影响。</p><p>这家美国最大的无线运营商的月度电话用户减少了28.9万，超过了分析师平均估计的18.55万。与去年第四季度新增的56.8万相比，这是一个巨大的逆转，是去年同期下降幅度的两倍多。<strong>Verizon将部分损失归因于一些联邦机构的支出减少，因为特朗普政府削减数千个工作岗位。</strong></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Verizon一季度营收334.85亿美元，用户数量降幅大于预期</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\">\nVerizon一季度营收334.85亿美元，用户数量降幅大于预期\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\">2025-04-22 19:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Verizon 2025年 Q1 营收： 334.85亿美元，预期：332.3亿美元，前值：330亿美元。</p><p>Q1 净利润：48.79亿美元，预期：48亿美元，前值：46.02亿美元。</p><p>Q1 EPS： $1.15，预期：$1.13，前值：$1.09。</p><p>Verizon维持2025年业绩指引，指引中没有提到关税的影响。</p><p>这家美国最大的无线运营商的月度电话用户减少了28.9万，超过了分析师平均估计的18.55万。与去年第四季度新增的56.8万相比，这是一个巨大的逆转，是去年同期下降幅度的两倍多。<strong>Verizon将部分损失归因于一些联邦机构的支出减少，因为特朗普政府削减数千个工作岗位。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/89547cfc035661210a662a24f7459f20","relate_stocks":{"VZ":"Verizon Comms"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141626933","content_text":"Verizon 2025年 Q1 营收： 334.85亿美元，预期：332.3亿美元，前值：330亿美元。Q1 净利润：48.79亿美元，预期：48亿美元，前值：46.02亿美元。Q1 EPS： $1.15，预期：$1.13，前值：$1.09。Verizon维持2025年业绩指引，指引中没有提到关税的影响。这家美国最大的无线运营商的月度电话用户减少了28.9万，超过了分析师平均估计的18.55万。与去年第四季度新增的56.8万相比，这是一个巨大的逆转，是去年同期下降幅度的两倍多。Verizon将部分损失归因于一些联邦机构的支出减少，因为特朗普政府削减数千个工作岗位。","news_type":1,"symbols_score_info":{"VZ":1.1}},"isVote":1,"tweetType":1,"viewCount":1734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420838849741336,"gmtCreate":1743775021335,"gmtModify":1743775025850,"author":{"id":"3577403487863838","authorId":"3577403487863838","name":"RookiePlayer","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577403487863838","idStr":"3577403487863838"},"themes":[],"title":"","htmlText":"Put 单赚到了","listText":"Put 单赚到了","text":"Put 单赚到了","images":[{"img":"https://static.tigerbbs.com/76f224477e79b68c9a18260e021c2f5e","width":"1092","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420838849741336","isVote":1,"tweetType":1,"viewCount":2148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":401259465953792,"gmtCreate":1738971051562,"gmtModify":1738971053566,"author":{"id":"3577403487863838","authorId":"3577403487863838","name":"RookiePlayer","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577403487863838","idStr":"3577403487863838"},"themes":[],"title":"","htmlText":"爱国就买中欧医疗！","listText":"爱国就买中欧医疗！","text":"爱国就买中欧医疗！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401259465953792","repostId":"1163572771","repostType":2,"repost":{"id":"1163572771","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":1738924711,"share":"https://www.laohu8.com/m/news/1163572771?lang=zh_CN&edition=full","pubTime":"2025-02-07 18:38","market":"us","language":"zh","title":"高盛策略师：美股散户大军正\"霸凌\"大机构，阻止其等待的逢低买入时刻到来","url":"https://stock-news.laohu8.com/highlight/detail?id=1163572771","media":"老虎资讯综合","summary":"高盛策略师指出，一群规模出人意料的散户投资者正在华尔街\"横行\"，令大机构投资者垂涎的逢低买入时刻迟迟无法到来。高盛驻佛罗里达州战术策略师Scott Rubner周三在给客户的报告中表示：\"这支创纪录的散户大军...是新现象，完全出乎我的预料。这里的“逢低套利”是指通过大幅回调买入股票可能获得的超额收益。Rubner指出，高盛追踪的散户买入失衡数据显示，1月17日创下50.3亿美元的纪录失衡规模。","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e684a8216761b3325e44caadfdd69dd7\" tg-width=\"1260\" tg-height=\"840\"/></p><p>高盛策略师指出，一群规模出人意料的散户投资者正在华尔街"横行"，令大机构投资者垂涎的逢低买入时刻迟迟无法到来。</p><p style=\"text-align: start;\">高盛驻佛罗里达州战术策略师Scott Rubner周三在给客户的报告中表示："这支创纪录的散户大军...是新现象，完全出乎我的预料。"这位精准预测2022年市场崩盘的策略师坦言：“现在正上演一场争夺‘逢低套利’（dip alpha）的竞争，而在市场上涨且股价难以进一步下跌的背景下，散户投资者正对机构投资者形成压力。”</p><p style=\"text-align: start;\">这里的“逢低套利”是指通过大幅回调买入股票可能获得的超额收益。所谓机构资金包括共同基金、对冲基金、银行以及养老金基金等。</p><p>上周围绕 DeepSeek 事件引发的轩然大波，在消息公布的那周一造成标普500指数（SPX）下跌1.5%，纳斯达克综合指数（COMP）下跌3%，但数据显示，正是在这些回调中，散户投资者纷纷入场买入。</p><p>尽管特朗普本周初宣布加征关税一度引发市场下跌，但主要指数最终脱离低点，三大指数本周均录得上涨，年内仍保持正收益。</p><p>Rubner指出，高盛追踪的散户买入失衡数据（即买入股票人数超过卖出）显示，1月17日创下50.3亿美元的纪录失衡规模。这是自2019年开始追踪该数据以来的最高值，甚至超过了疫情期间水平。</p><p style=\"text-align: start;\">第二大散户买入失衡发生在周一（48.9亿美元），第五大失衡出现在周二（42.3亿美元）。最近两周内出现四次重大失衡，表明散户投资者的"动物精神"依然旺盛，即便跌幅有限也积极抄底。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5262bcb7d9a0dbadcf83a429386a0368\" tg-width=\"700\" tg-height=\"277\"/></p><p style=\"text-align: start;\">Rubner特别提到，买卖失衡最大的个股对指数构成至关重要——英伟达(NVDA)和特斯拉(TSLA)正是此类代表。</p><p>当公司回购自家股票时，会推动股价上扬。Rubner表示，2025 年有望成为回购规模创纪录的一年，他称高盛的企业交易员预计，2025 年标普500和罗素3000（RUA）中的公司将回购创纪录的1.16万亿美元股票。</p><p>他补充说，按照2025年有250个交易日计算，这意味着平均每天将有46.4亿美元的股票回购。</p><p><em>文章源自MarketWatch《A retail army is bullying bigger investors waiting to buy a stock-market dip, says Goldman strategist》</em></p></body></html>","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高盛策略师：美股散户大军正\"霸凌\"大机构，阻止其等待的逢低买入时刻到来\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\">2025-02-07 18:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e684a8216761b3325e44caadfdd69dd7\" tg-width=\"1260\" tg-height=\"840\"/></p><p>高盛策略师指出，一群规模出人意料的散户投资者正在华尔街"横行"，令大机构投资者垂涎的逢低买入时刻迟迟无法到来。</p><p style=\"text-align: start;\">高盛驻佛罗里达州战术策略师Scott Rubner周三在给客户的报告中表示："这支创纪录的散户大军...是新现象，完全出乎我的预料。"这位精准预测2022年市场崩盘的策略师坦言：“现在正上演一场争夺‘逢低套利’（dip alpha）的竞争，而在市场上涨且股价难以进一步下跌的背景下，散户投资者正对机构投资者形成压力。”</p><p style=\"text-align: start;\">这里的“逢低套利”是指通过大幅回调买入股票可能获得的超额收益。所谓机构资金包括共同基金、对冲基金、银行以及养老金基金等。</p><p>上周围绕 DeepSeek 事件引发的轩然大波，在消息公布的那周一造成标普500指数（SPX）下跌1.5%，纳斯达克综合指数（COMP）下跌3%，但数据显示，正是在这些回调中，散户投资者纷纷入场买入。</p><p>尽管特朗普本周初宣布加征关税一度引发市场下跌，但主要指数最终脱离低点，三大指数本周均录得上涨，年内仍保持正收益。</p><p>Rubner指出，高盛追踪的散户买入失衡数据（即买入股票人数超过卖出）显示，1月17日创下50.3亿美元的纪录失衡规模。这是自2019年开始追踪该数据以来的最高值，甚至超过了疫情期间水平。</p><p style=\"text-align: start;\">第二大散户买入失衡发生在周一（48.9亿美元），第五大失衡出现在周二（42.3亿美元）。最近两周内出现四次重大失衡，表明散户投资者的"动物精神"依然旺盛，即便跌幅有限也积极抄底。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5262bcb7d9a0dbadcf83a429386a0368\" tg-width=\"700\" tg-height=\"277\"/></p><p style=\"text-align: start;\">Rubner特别提到，买卖失衡最大的个股对指数构成至关重要——英伟达(NVDA)和特斯拉(TSLA)正是此类代表。</p><p>当公司回购自家股票时，会推动股价上扬。Rubner表示，2025 年有望成为回购规模创纪录的一年，他称高盛的企业交易员预计，2025 年标普500和罗素3000（RUA）中的公司将回购创纪录的1.16万亿美元股票。</p><p>他补充说，按照2025年有250个交易日计算，这意味着平均每天将有46.4亿美元的股票回购。</p><p><em>文章源自MarketWatch《A retail army is bullying bigger investors waiting to buy a stock-market dip, says Goldman strategist》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/8d6d5143c1ab739fc940815d88c334a5","relate_stocks":{"AMZN":"亚马逊","MSFT":"微软","TSLA":"特斯拉","AAPL":"苹果","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163572771","content_text":"高盛策略师指出，一群规模出人意料的散户投资者正在华尔街\"横行\"，令大机构投资者垂涎的逢低买入时刻迟迟无法到来。高盛驻佛罗里达州战术策略师Scott Rubner周三在给客户的报告中表示：\"这支创纪录的散户大军...是新现象，完全出乎我的预料。\"这位精准预测2022年市场崩盘的策略师坦言：“现在正上演一场争夺‘逢低套利’（dip alpha）的竞争，而在市场上涨且股价难以进一步下跌的背景下，散户投资者正对机构投资者形成压力。”这里的“逢低套利”是指通过大幅回调买入股票可能获得的超额收益。所谓机构资金包括共同基金、对冲基金、银行以及养老金基金等。上周围绕 DeepSeek 事件引发的轩然大波，在消息公布的那周一造成标普500指数（SPX）下跌1.5%，纳斯达克综合指数（COMP）下跌3%，但数据显示，正是在这些回调中，散户投资者纷纷入场买入。尽管特朗普本周初宣布加征关税一度引发市场下跌，但主要指数最终脱离低点，三大指数本周均录得上涨，年内仍保持正收益。Rubner指出，高盛追踪的散户买入失衡数据（即买入股票人数超过卖出）显示，1月17日创下50.3亿美元的纪录失衡规模。这是自2019年开始追踪该数据以来的最高值，甚至超过了疫情期间水平。第二大散户买入失衡发生在周一（48.9亿美元），第五大失衡出现在周二（42.3亿美元）。最近两周内出现四次重大失衡，表明散户投资者的\"动物精神\"依然旺盛，即便跌幅有限也积极抄底。Rubner特别提到，买卖失衡最大的个股对指数构成至关重要——英伟达(NVDA)和特斯拉(TSLA)正是此类代表。当公司回购自家股票时，会推动股价上扬。Rubner表示，2025 年有望成为回购规模创纪录的一年，他称高盛的企业交易员预计，2025 年标普500和罗素3000（RUA）中的公司将回购创纪录的1.16万亿美元股票。他补充说，按照2025年有250个交易日计算，这意味着平均每天将有46.4亿美元的股票回购。文章源自MarketWatch《A retail army is bullying bigger investors waiting to buy a stock-market dip, says Goldman strategist》","news_type":1,"symbols_score_info":{"TSLA":1.1,"AMZN":1.1,"MSFT":1.1,"AAPL":1.1,"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":4190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":401144547369648,"gmtCreate":1738943441713,"gmtModify":1738943444297,"author":{"id":"3577403487863838","authorId":"3577403487863838","name":"RookiePlayer","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577403487863838","idStr":"3577403487863838"},"themes":[],"title":"","htmlText":"这不就是骗钱嘛，我电脑上安个deepseek我也能宣布我的个人电脑整合deepseek。","listText":"这不就是骗钱嘛，我电脑上安个deepseek我也能宣布我的个人电脑整合deepseek。","text":"这不就是骗钱嘛，我电脑上安个deepseek我也能宣布我的个人电脑整合deepseek。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/401144547369648","repostId":"1123676356","repostType":2,"repost":{"id":"1123676356","kind":"news","pubTimestamp":1738940521,"share":"https://www.laohu8.com/m/news/1123676356?lang=zh_CN&edition=full","pubTime":"2025-02-07 23:02","market":"us","language":"zh","title":"极光大涨18%，通过DeepSeek整合增强企业人工智能代理平台","url":"https://stock-news.laohu8.com/highlight/detail?id=1123676356","media":"智通财经网","summary":"企业可以降低硬件和能源成本。","content":"<html><head></head><body><p>周五，极光大幅拉升，截至发稿涨近18%。极光的旗舰企业人工智能平台GPTBots.ai已推出升级的本地部署选项，现在通过集成DeepSeek LLM得到了增强。通过DeepSeek的专家混合(MoE)设计，企业可以降低与人工智能运营有关的硬件和能源成本。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0323dfc64c1031a10528679b6051dedf\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>GPTBots.ai的副总裁Jerry Yin表示，通过将DeepSeek集成到我们的本地部署解决方案中，我们提供了一个强大、安全和灵活的人工智能平台，可在各行业产生可衡量的结果。</p></body></html>","source":"highlight_zhitongcaijin","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>极光大涨18%，通过DeepSeek整合增强企业人工智能代理平台</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{ 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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极光大涨18%，通过DeepSeek整合增强企业人工智能代理平台\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-07 23:02 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1247382.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周五，极光大幅拉升，截至发稿涨近18%。极光的旗舰企业人工智能平台GPTBots.ai已推出升级的本地部署选项，现在通过集成DeepSeek LLM得到了增强。通过DeepSeek的专家混合(MoE)设计，企业可以降低与人工智能运营有关的硬件和能源成本。GPTBots.ai的副总裁Jerry Yin表示，通过将DeepSeek集成到我们的本地部署解决方案中，我们提供了一个强大、安全和灵活的人工智能...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1247382.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/d70b2fac70de92773c5c93a65e784df4","relate_stocks":{"JG":"极光"},"source_url":"https://www.zhitongcaijing.com/content/detail/1247382.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1123676356","content_text":"周五，极光大幅拉升，截至发稿涨近18%。极光的旗舰企业人工智能平台GPTBots.ai已推出升级的本地部署选项，现在通过集成DeepSeek LLM得到了增强。通过DeepSeek的专家混合(MoE)设计，企业可以降低与人工智能运营有关的硬件和能源成本。GPTBots.ai的副总裁Jerry Yin表示，通过将DeepSeek集成到我们的本地部署解决方案中，我们提供了一个强大、安全和灵活的人工智能平台，可在各行业产生可衡量的结果。","news_type":1,"symbols_score_info":{"JG":1.1}},"isVote":1,"tweetType":1,"viewCount":3046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":401140203516312,"gmtCreate":1738942356558,"gmtModify":1738943162756,"author":{"id":"3577403487863838","authorId":"3577403487863838","name":"RookiePlayer","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577403487863838","idStr":"3577403487863838"},"themes":[],"title":"","htmlText":"谈笑间又涨回去了","listText":"谈笑间又涨回去了","text":"谈笑间又涨回去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401140203516312","repostId":"1103695861","repostType":2,"repost":{"id":"1103695861","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":1738941809,"share":"https://www.laohu8.com/m/news/1103695861?lang=zh_CN&edition=full","pubTime":"2025-02-07 23:23","market":"us","language":"zh","title":"美股盘中“断崖”式下挫，美国最新消费者通胀预期“爆表”","url":"https://stock-news.laohu8.com/highlight/detail?id=1103695861","media":"老虎资讯综合","summary":"从上个月的3.3%跃升至本月的4.3%。","content":"<html><head></head><body><p>周五，美股三大指数盘中断崖式下挫。美国密歇根大学一年期通胀预期从上个月的3.3%跃升至本月的4.3%，这是自2023年11月以来的最高水平，标志着连续两个月出现异常大幅的增长。5年通胀预期与2022年通胀峰值期间持平，凸显人们对美国物价感到惶恐不安。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/866ec57e8f3a8f711556c60648a2900a\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1deb02df9d872540e0138eb16cede82\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/790191c7841cd96dfcbf3e5c3bc9481c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>近年来，密歇根5年通胀预期大体在2.9%-3.1%的窄幅波动区间。2022年6月美国通胀处于本轮峰值之际，该通胀预期初值一度达到3.3%，创下2008年以来的最高，令市场颇为关注，认为是长期通胀预期松动的表现，不过此后在美联储暴力加息的推动下，5年期通胀预期回落，令通胀预期可能失控的担忧大幅缓解。</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>美股盘中“断崖”式下挫，美国最新消费者通胀预期“爆表”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股盘中“断崖”式下挫，美国最新消费者通胀预期“爆表”\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\">2025-02-07 23:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周五，美股三大指数盘中断崖式下挫。美国密歇根大学一年期通胀预期从上个月的3.3%跃升至本月的4.3%，这是自2023年11月以来的最高水平，标志着连续两个月出现异常大幅的增长。5年通胀预期与2022年通胀峰值期间持平，凸显人们对美国物价感到惶恐不安。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/866ec57e8f3a8f711556c60648a2900a\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1deb02df9d872540e0138eb16cede82\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/790191c7841cd96dfcbf3e5c3bc9481c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>近年来，密歇根5年通胀预期大体在2.9%-3.1%的窄幅波动区间。2022年6月美国通胀处于本轮峰值之际，该通胀预期初值一度达到3.3%，创下2008年以来的最高，令市场颇为关注，认为是长期通胀预期松动的表现，不过此后在美联储暴力加息的推动下，5年期通胀预期回落，令通胀预期可能失控的担忧大幅缓解。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a7ec3d0dd1f01bca738ed37472f7e72a","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ 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18:06","market":"us","language":"zh","title":"景顺：DeepSeek的出现，令中美股票的估值差距缩小","url":"https://stock-news.laohu8.com/highlight/detail?id=1126233898","media":"智通财经网","summary":"未来的发展可能需要建立全新的模型。","content":"<html><head></head><body><p>近日，景顺亚太区(日本除外)环球市场策略师赵耀庭表示，DeepSeek及人工智能的发展，引发市场对AI领域巨额投资是否物有所值的疑问。当前，美国股市高度集中只是暂时现象，适宜对美国市场采取同等权重的配置方法。相对于美国超大型股，更偏好中小型股；而相对美国股票，更偏好中国股票。</p><p><strong>中国股票(尤其是中国科技公司)的估值较美国同业公司存在大幅折让，与人工智能发展差距缩小的情况类似，中国股票与美国股票的估值差距亦在缩小。</strong></p><p style=\"text-align: justify;\">赵耀庭认为，随着投资者开始预期未来市场对高科技半导体芯片的需求将下降，上周美国股市蒸发数千亿美元。投资者近期开始发现，DeepSeek这家鲜为人知的中国人工智能公司已实现与美国人工智能巨头相媲美的性能表现水平。最令人震惊的是，尽管在获得先进半导体芯片的渠道方面受限，但DeepSeek仍以极低的成本取得突破性发展。</p><p style=\"text-align: justify;\">赵耀庭指出，事件更广泛的影响可能是，尽管美国对硬件出口实施限制，但中国科技公司仍能实现创新，特别是在软件方面。但DeepSeek的创始人近期亦表示，公司面临的最大问题是无法获得先进芯片。与此同时，由于现有模型已达到数据峰值，美国人工智能软件的发展似乎已趋于稳定。美国科技巨头的高层承认，未来的发展可能需要建立全新的模型，即基于推理(而非原始数据)的模型。这一发展可能会使未来的人工智能模型转为更依赖特定应用积体电路(ASIC)，而非目前的图像处理器(GPU)。</p><p style=\"text-align: justify;\">此外，赵耀庭提及，如果未来人工智能趋势是基于推理的模型，中国人工智能公司有机会在更公平的环境中竞争。目前，美国并无就向中国出口ASIC实施重大限制。尚不能确定未来哪家全球半导体公司将在制造推理芯片上占据领先地位。与GPU相比，推理芯片的价格及制造难度均较低，因此，许多大型科技公司(包括中国科技公司)均有望成为强有力的参与者。如果未来人工智能更少地依赖于先进的运算能力，而是更多地依赖于推理能力，则这项软件优化转变可能会让更多的人工智能公司有机会获得公平竞争的机会。</p></body></html>","source":"highlight_zhitongcaijin","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>景顺：DeepSeek的出现，令中美股票的估值差距缩小</title>\n<style 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href=\"https://www.zhitongcaijing.com/content/detail/1245636.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/89c781038d549c253b39cab0aa94f0fa","relate_stocks":{"SOXL":"三倍做多半导体ETF-Direxion Daily","SOXS":"三倍做空半导体ETF-Direxion 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22:51","market":"hk","language":"zh","title":"异动解读 | Tempus AI股价盘中大涨近10%,人工智能医疗前景可期","url":"https://stock-news.laohu8.com/highlight/detail?id=1103633892","media":"异动解读","summary":"Tempus AI股价今日盘中出现大涨近10%的行情,引发市场广泛关注。\n\nTempus AI公司是一家专注于开发医疗人工智能技术的公司,旗下主要产品包括一个融合了生成式人工智能的智能诊断平台。利用先进的人工智能算法,这一诊断平台有望提供更加准确、精准和个性化的实验室测试结果。\n\n随着人工智能技术在医疗健康领域应用的不断推广,投资者看好Tempus AI在利用人工智能提高医疗诊断效率、提升患者体验等方面的前景,从而推高了该公司股价。同时,该公司所处的健康信息服务行业整体也录得不错的涨幅。","content":"<p>Tempus AI股价今日盘中出现大涨近10%的行情,引发市场广泛关注。</p>\n\n<p>Tempus AI公司是一家专注于开发医疗人工智能技术的公司,旗下主要产品包括一个融合了生成式人工智能的智能诊断平台。利用先进的人工智能算法,这一诊断平台有望提供更加准确、精准和个性化的实验室测试结果。</p>\n\n<p>随着人工智能技术在医疗健康领域应用的不断推广,投资者看好Tempus AI在利用人工智能提高医疗诊断效率、提升患者体验等方面的前景,从而推高了该公司股价。同时,该公司所处的健康信息服务行业整体也录得不错的涨幅。</p>","source":"ai_movement_cn","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\" 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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\">2025-01-30 22:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tempus AI股价今日盘中出现大涨近10%的行情,引发市场广泛关注。</p>\n\n<p>Tempus AI公司是一家专注于开发医疗人工智能技术的公司,旗下主要产品包括一个融合了生成式人工智能的智能诊断平台。利用先进的人工智能算法,这一诊断平台有望提供更加准确、精准和个性化的实验室测试结果。</p>\n\n<p>随着人工智能技术在医疗健康领域应用的不断推广,投资者看好Tempus AI在利用人工智能提高医疗诊断效率、提升患者体验等方面的前景,从而推高了该公司股价。同时,该公司所处的健康信息服务行业整体也录得不错的涨幅。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TEM":"Tempus AI"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103633892","content_text":"Tempus AI股价今日盘中出现大涨近10%的行情,引发市场广泛关注。\nTempus AI公司是一家专注于开发医疗人工智能技术的公司,旗下主要产品包括一个融合了生成式人工智能的智能诊断平台。利用先进的人工智能算法,这一诊断平台有望提供更加准确、精准和个性化的实验室测试结果。\n随着人工智能技术在医疗健康领域应用的不断推广,投资者看好Tempus AI在利用人工智能提高医疗诊断效率、提升患者体验等方面的前景,从而推高了该公司股价。同时,该公司所处的健康信息服务行业整体也录得不错的涨幅。","news_type":1,"symbols_score_info":{"TEM":1}},"isVote":1,"tweetType":1,"viewCount":3593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}