社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
史蒂文苏
IP属地：北京
+关注
帖子 · 43
帖子 · 43
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
史蒂文苏
史蒂文苏
·
03-07
“同样吃加密红利，为什么 Coinbase 的收入更像‘市场 beta’，而 Circle 更像‘稳定币规模的复利机’？今天我用最新财报把两家公司放在一张表里，告诉你谁更抗波动、谁更有弹性。而且，很多人不知道的是，这两家巨头背后的利益其实是深度绑定的，甚至有一份巨额的‘分赃协议’。 今天我们一文看懂 Web3 商业模式大洗牌！” 2. 业务模型对比：交易平台 vs 稳定币基础设施 首先，我们必须搞清楚这两家公司到底是靠什么赚钱的。 • Coinbase：交易平台+订阅服务 Coinbase 的底层逻辑是“流量与交易”。在 2025 年，他们推出了“Everything Exchange（万物交易所）”战略，不仅能交易加密货币，还支持股票、预测市场和商品交易。同时，他们大力发展 Layer 2 网络 Base，直接赚取测序器（Sequencer）费用。简单来说，只要市场有波动，只要大家在交易，Coinbase 就能收过路费。 • Circle：稳定币生态与代理经济 相比之下，Circle 的模式更像是一家“坐拥庞大资产的数字央行”。它的核心商业模式是拿发行 USDC 沉淀下来的美元储备金去买美国国债等资产，赚取利息。更有趣的是，Circle 正在把未来押注在 AI 与“代理经济（Agentic Economy）”上，未来将有数百亿的 AI 代理在互联网上使用 USDC 进行自主协作和微支付。 3. 核心爆点：隐藏的利益纠葛——相爱相杀的共生关系 表面上看他们是两家公司，但如果你仔细翻看财报，会发现他们其实是“一条绳上的蚂蚱”： • 巨额的“收入分成协议”： Circle 凭借 USDC 赚了巨额的储备金利息，但这些钱不能全装进自己口袋。为了推动 USDC 的扩张，Circle 必须向 Coinbase 等核心分发网络支付高额的分发和交易成本。财报显示，
看
1,028
回复
1
点赞
1
编组 21备份 2
分享
举报
史蒂文苏
史蒂文苏
·
02-23
mark 一下
美股异动 | 光通信概念股涨跌不一 Lumentum(LITE.US)涨逾3%
【美股异动 | 光通信概念股涨跌不一 Lumentum(LITE.US)涨逾3%】智通财经APP获悉，周五，光通信概念股涨跌不一，Lumentum(LITE.US)涨逾3%，Coherent(COHR
美股异动 | 光通信概念股涨跌不一 Lumentum(LITE.US)涨逾3%
看
175
回复
评论
点赞
1
编组 21备份 2
分享
举报
史蒂文苏
史蒂文苏
·
02-10
小幅度看跌
看
701
回复
评论
点赞
1
编组 21备份 2
分享
举报
史蒂文苏
史蒂文苏
·
01-23
$赤子城科技(09911)$
业绩不错 为何一直在跌？
看
1,014
回复
评论
点赞
1
编组 21备份 2
分享
举报
史蒂文苏
史蒂文苏
·
2025-12-31
2025结束🔚
看
555
回复
评论
点赞
1
编组 21备份 2
分享
举报
史蒂文苏
史蒂文苏
·
2025-12-04
mark
🚀机器人狂潮来袭：iRobot领涨74%、特斯拉Optimus突破，15大领涨标的全拆解
@小虎老师：
昨天收盘机器人概念股表现亮眼，板块涨幅达 7.32%，成交量超 500 亿，资金关注度显著提升。美股市场上， $iRobot Corp.(IRBT)$ 早盘股价飙升超 79%，收盘涨近 74%，领涨机器人类股； $特斯拉(TSLA)$ CEO 马斯克转发 “擎天柱” 人形机器人跑步视频，叠加明年量产、2-3 万美元售价的承诺，进一步提振板块情绪。公开市场认为，这波行情并非短期炒作，而是技术成熟、成本下降、应用落地三大核心驱动力共振的结果 ——AI 大模型让机器人实现 “理解意图” 的进化，核心零部件降价与国产化推进降低制造成本，美团 10 万台配送机器人部署计划、工业机器人渗透率提升至 18% 等信号，彰显下游需求旺盛。从 $德州仪器(TXN)$ 的精密芯片到 $特斯拉(TSLA)$ 的擎天柱，每一行代码的迭代、每一颗传感器的升级，都在重塑21万亿美元全球劳动力市场的底层逻辑。下面，我们将沿着“上游-中游-下游”这条产业逻辑，把本周涨幅最猛、资金最认可的15只机器人概念股一次性拆给你看：一、上游：核心零部件（芯片、传感器、控制器）1.1 $高通(QCOM)$近期上涨因素：5 日涨幅 7.21%，核心驱动包括 CES 2026 前机器人视觉芯片新品预期、与宝马达成座舱机器人合作、美联储降息预期提振科技股估值。核心业务与最新业务发展：全球领先的无线通信和 AI 芯片设计公司，核心业务覆盖
🚀机器人狂潮来袭：iRobot领涨74%、特斯拉Optimus突破，15大领涨标的全拆解
看
1,469
回复
评论
点赞
1
编组 21备份 2
分享
举报
史蒂文苏
史蒂文苏
·
2025-11-03
$老铺黄金(06181)$
估值逐步合理
看
1,843
回复
评论
点赞
1
编组 21备份 2
分享
举报
史蒂文苏
史蒂文苏
·
2025-10-15
$老铺黄金(06181)$
这次要拿稳了
看
1,753
回复
1
点赞
1
编组 21备份 2
分享
举报
史蒂文苏
史蒂文苏
·
2025-08-14
$Bullish(BLSH)$
好消息 打新翻倍了 坏消息 只有1股 [笑哭]
看
1,909
回复
1
点赞
6
编组 21备份 2
分享
举报
史蒂文苏
史蒂文苏
·
2025-07-31
68.21
看
1,223
回复
评论
点赞
1
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3584014272794318","uuid":"3584014272794318","gmtCreate":1620920248083,"gmtModify":1745849861362,"name":"史蒂文苏","pinyin":"sdwsshidiwensu","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/27cf442850a4b3d6e3d9dc5d6c07867e","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":38,"tweetSize":43,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":7,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":4,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.24","exceedPercentage":"93.46%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.02","exceedPercentage":"80.55%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.04.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.23","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":20,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":540231885210472,"gmtCreate":1772880189857,"gmtModify":1772890269858,"author":{"id":"3584014272794318","authorId":"3584014272794318","name":"史蒂文苏","avatar":"https://static.tigerbbs.com/27cf442850a4b3d6e3d9dc5d6c07867e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584014272794318","idStr":"3584014272794318"},"themes":[],"title":"","htmlText":"“同样吃加密红利，为什么 Coinbase 的收入更像‘市场 beta’，而 Circle 更像‘稳定币规模的复利机’？今天我用最新财报把两家公司放在一张表里，告诉你谁更抗波动、谁更有弹性。而且，很多人不知道的是，这两家巨头背后的利益其实是深度绑定的，甚至有一份巨额的‘分赃协议’。 今天我们一文看懂 Web3 商业模式大洗牌！” 2. 业务模型对比：交易平台 vs 稳定币基础设施 首先，我们必须搞清楚这两家公司到底是靠什么赚钱的。 • Coinbase：交易平台+订阅服务 Coinbase 的底层逻辑是“流量与交易”。在 2025 年，他们推出了“Everything Exchange（万物交易所）”战略，不仅能交易加密货币，还支持股票、预测市场和商品交易。同时，他们大力发展 Layer 2 网络 Base，直接赚取测序器（Sequencer）费用。简单来说，只要市场有波动，只要大家在交易，Coinbase 就能收过路费。 • Circle：稳定币生态与代理经济 相比之下，Circle 的模式更像是一家“坐拥庞大资产的数字央行”。它的核心商业模式是拿发行 USDC 沉淀下来的美元储备金去买美国国债等资产，赚取利息。更有趣的是，Circle 正在把未来押注在 AI 与“代理经济（Agentic Economy）”上，未来将有数百亿的 AI 代理在互联网上使用 USDC 进行自主协作和微支付。 3. 核心爆点：隐藏的利益纠葛——相爱相杀的共生关系 表面上看他们是两家公司，但如果你仔细翻看财报，会发现他们其实是“一条绳上的蚂蚱”： • 巨额的“收入分成协议”： Circle 凭借 USDC 赚了巨额的储备金利息，但这些钱不能全装进自己口袋。为了推动 USDC 的扩张，Circle 必须向 Coinbase 等核心分发网络支付高额的分发和交易成本。财报显示，","listText":"“同样吃加密红利，为什么 Coinbase 的收入更像‘市场 beta’，而 Circle 更像‘稳定币规模的复利机’？今天我用最新财报把两家公司放在一张表里，告诉你谁更抗波动、谁更有弹性。而且，很多人不知道的是，这两家巨头背后的利益其实是深度绑定的，甚至有一份巨额的‘分赃协议’。 今天我们一文看懂 Web3 商业模式大洗牌！” 2. 业务模型对比：交易平台 vs 稳定币基础设施 首先，我们必须搞清楚这两家公司到底是靠什么赚钱的。 • Coinbase：交易平台+订阅服务 Coinbase 的底层逻辑是“流量与交易”。在 2025 年，他们推出了“Everything Exchange（万物交易所）”战略，不仅能交易加密货币，还支持股票、预测市场和商品交易。同时，他们大力发展 Layer 2 网络 Base，直接赚取测序器（Sequencer）费用。简单来说，只要市场有波动，只要大家在交易，Coinbase 就能收过路费。 • Circle：稳定币生态与代理经济 相比之下，Circle 的模式更像是一家“坐拥庞大资产的数字央行”。它的核心商业模式是拿发行 USDC 沉淀下来的美元储备金去买美国国债等资产，赚取利息。更有趣的是，Circle 正在把未来押注在 AI 与“代理经济（Agentic Economy）”上，未来将有数百亿的 AI 代理在互联网上使用 USDC 进行自主协作和微支付。 3. 核心爆点：隐藏的利益纠葛——相爱相杀的共生关系 表面上看他们是两家公司，但如果你仔细翻看财报，会发现他们其实是“一条绳上的蚂蚱”： • 巨额的“收入分成协议”： Circle 凭借 USDC 赚了巨额的储备金利息，但这些钱不能全装进自己口袋。为了推动 USDC 的扩张，Circle 必须向 Coinbase 等核心分发网络支付高额的分发和交易成本。财报显示，","text":"“同样吃加密红利，为什么 Coinbase 的收入更像‘市场 beta’，而 Circle 更像‘稳定币规模的复利机’？今天我用最新财报把两家公司放在一张表里，告诉你谁更抗波动、谁更有弹性。而且，很多人不知道的是，这两家巨头背后的利益其实是深度绑定的，甚至有一份巨额的‘分赃协议’。 今天我们一文看懂 Web3 商业模式大洗牌！” 2. 业务模型对比：交易平台 vs 稳定币基础设施 首先，我们必须搞清楚这两家公司到底是靠什么赚钱的。 • Coinbase：交易平台+订阅服务 Coinbase 的底层逻辑是“流量与交易”。在 2025 年，他们推出了“Everything Exchange（万物交易所）”战略，不仅能交易加密货币，还支持股票、预测市场和商品交易。同时，他们大力发展 Layer 2 网络 Base，直接赚取测序器（Sequencer）费用。简单来说，只要市场有波动，只要大家在交易，Coinbase 就能收过路费。 • Circle：稳定币生态与代理经济 相比之下，Circle 的模式更像是一家“坐拥庞大资产的数字央行”。它的核心商业模式是拿发行 USDC 沉淀下来的美元储备金去买美国国债等资产，赚取利息。更有趣的是，Circle 正在把未来押注在 AI 与“代理经济（Agentic Economy）”上，未来将有数百亿的 AI 代理在互联网上使用 USDC 进行自主协作和微支付。 3. 核心爆点：隐藏的利益纠葛——相爱相杀的共生关系 表面上看他们是两家公司，但如果你仔细翻看财报，会发现他们其实是“一条绳上的蚂蚱”： • 巨额的“收入分成协议”： Circle 凭借 USDC 赚了巨额的储备金利息，但这些钱不能全装进自己口袋。为了推动 USDC 的扩张，Circle 必须向 Coinbase 等核心分发网络支付高额的分发和交易成本。财报显示，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/540231885210472","isVote":1,"tweetType":1,"viewCount":1028,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274799416327","authorId":"3479274799416327","name":"marketpre","avatar":"https://static.laohu8.com/picture151","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274799416327","idStr":"3479274799416327"},"content":"Coinbase波动大适合短线，Circle稳当长线布局。","text":"Coinbase波动大适合短线，Circle稳当长线布局。","html":"Coinbase波动大适合短线，Circle稳当长线布局。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":535914536423720,"gmtCreate":1771859394239,"gmtModify":1771859396521,"author":{"id":"3584014272794318","authorId":"3584014272794318","name":"史蒂文苏","avatar":"https://static.tigerbbs.com/27cf442850a4b3d6e3d9dc5d6c07867e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584014272794318","idStr":"3584014272794318"},"themes":[],"title":"","htmlText":"mark 一下","listText":"mark 一下","text":"mark 一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/535914536423720","repostId":"2612984602","repostType":2,"repost":{"id":"2612984602","kind":"live","pubTimestamp":1771599569,"share":"https://www.laohu8.com/m/news/2612984602?lang=zh_CN&edition=full","pubTime":"2026-02-20 22:59","market":"us","language":"zh","title":"美股异动 | 光通信概念股涨跌不一 Lumentum(LITE.US)涨逾3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2612984602","media":"智通财经","summary":"【美股异动 | 光通信概念股涨跌不一 Lumentum(LITE.US)涨逾3%】智通财经APP获悉，周五，光通信概念股涨跌不一，Lumentum(LITE.US)涨逾3%，Coherent(COHR","content":"<html><body><div>\n<div>\n<b>【美股异动 | 光通信概念股涨跌不一 Lumentum(LITE.US)涨逾3%】</b>智通财经APP获悉，周五，光通信概念股涨跌不一，Lumentum(LITE.US)涨逾3%，Coherent(COHR.US)涨逾4%，Credo \n\nTechnology(CRDO.US)跌近2%，Lumen Technologies(LUMN.US)、Astera \n\nLabs(ALAB.US)跌逾1%。 </div>\n</div></body></html>","source":"live_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>美股异动 | 光通信概念股涨跌不一 Lumentum(LITE.US)涨逾3%</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美股异动 | 光通信概念股涨跌不一 Lumentum(LITE.US)涨逾3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-20 22:59 北京时间 <a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【美股异动 | 光通信概念股涨跌不一 Lumentum(LITE.US)涨逾3%】智通财经APP获悉，周五，光通信概念股涨跌不一，Lumentum(LITE.US)涨逾3%，Coherent(COHR.US)涨逾4%，Credo \n\nTechnology(CRDO.US)跌近2%，Lumen Technologies(LUMN.US)、Astera \n\nLabs(ALAB.US)跌逾1%。</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2612984602","content_text":"【美股异动 | 光通信概念股涨跌不一 Lumentum(LITE.US)涨逾3%】智通财经APP获悉，周五，光通信概念股涨跌不一，Lumentum(LITE.US)涨逾3%，Coherent(COHR.US)涨逾4%，Credo \n\nTechnology(CRDO.US)跌近2%，Lumen Technologies(LUMN.US)、Astera \n\nLabs(ALAB.US)跌逾1%。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531316627117632,"gmtCreate":1770735059859,"gmtModify":1770735062186,"author":{"id":"3584014272794318","authorId":"3584014272794318","name":"史蒂文苏","avatar":"https://static.tigerbbs.com/27cf442850a4b3d6e3d9dc5d6c07867e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584014272794318","idStr":"3584014272794318"},"themes":[],"htmlText":"小幅度看跌","listText":"小幅度看跌","text":"小幅度看跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531316627117632","isVote":1,"tweetType":1,"viewCount":701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524779312382432,"gmtCreate":1769133551748,"gmtModify":1769133553546,"author":{"id":"3584014272794318","authorId":"3584014272794318","name":"史蒂文苏","avatar":"https://static.tigerbbs.com/27cf442850a4b3d6e3d9dc5d6c07867e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584014272794318","idStr":"3584014272794318"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09911\">$赤子城科技(09911)$ </a><v-v data-views=\"1\"></v-v> 业绩不错 为何一直在跌？","listText":"<a href=\"https://laohu8.com/S/09911\">$赤子城科技(09911)$ </a><v-v data-views=\"1\"></v-v> 业绩不错 为何一直在跌？","text":"$赤子城科技(09911)$ 业绩不错 为何一直在跌？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524779312382432","isVote":1,"tweetType":1,"viewCount":1014,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516900644250104,"gmtCreate":1767171480516,"gmtModify":1767173256609,"author":{"id":"3584014272794318","authorId":"3584014272794318","name":"史蒂文苏","avatar":"https://static.tigerbbs.com/27cf442850a4b3d6e3d9dc5d6c07867e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584014272794318","idStr":"3584014272794318"},"themes":[],"title":"","htmlText":"2025结束🔚","listText":"2025结束🔚","text":"2025结束🔚","images":[{"img":"https://static.tigerbbs.com/cc642f78fe288d442a9422f8d7eb3401","width":"1122","height":"891"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516900644250104","isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":507383577550872,"gmtCreate":1764856246277,"gmtModify":1764856248649,"author":{"id":"3584014272794318","authorId":"3584014272794318","name":"史蒂文苏","avatar":"https://static.tigerbbs.com/27cf442850a4b3d6e3d9dc5d6c07867e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584014272794318","idStr":"3584014272794318"},"themes":[],"title":"","htmlText":"mark","listText":"mark","text":"mark","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507383577550872","repostId":"507195777089640","repostType":1,"repost":{"id":507195777089640,"gmtCreate":1764852477608,"gmtModify":1764853550039,"author":{"id":"36989258284800","authorId":"36989258284800","name":"小虎老师","avatar":"https://static.laohu8.com/6e9d88ae16a2b401169a727cf1457404","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36989258284800","idStr":"36989258284800"},"themes":[],"title":"🚀机器人狂潮来袭：iRobot领涨74%、特斯拉Optimus突破，15大领涨标的全拆解","htmlText":"昨天收盘机器人概念股表现亮眼，板块涨幅达 7.32%，成交量超 500 亿，资金关注度显著提升。美股市场上， <a href=\"https://laohu8.com/S/IRBT\">$iRobot Corp.(IRBT)$</a> 早盘股价飙升超 79%，收盘涨近 74%，领涨机器人类股； <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> CEO 马斯克转发 “擎天柱” 人形机器人跑步视频，叠加明年量产、2-3 万美元售价的承诺，进一步提振板块情绪。公开市场认为，这波行情并非短期炒作，而是技术成熟、成本下降、应用落地三大核心驱动力共振的结果 ——AI 大模型让机器人实现 “理解意图” 的进化，核心零部件降价与国产化推进降低制造成本，美团 10 万台配送机器人部署计划、工业机器人渗透率提升至 18% 等信号，彰显下游需求旺盛。从 <a href=\"https://laohu8.com/S/TXN\">$德州仪器(TXN)$</a> 的精密芯片到 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 的擎天柱，每一行代码的迭代、每一颗传感器的升级，都在重塑21万亿美元全球劳动力市场的底层逻辑。下面，我们将沿着“上游-中游-下游”这条产业逻辑，把本周涨幅最猛、资金最认可的15只机器人概念股一次性拆给你看：一、上游：核心零部件（芯片、传感器、控制器）1.1 <a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a>近期上涨因素：5 日涨幅 7.21%，核心驱动包括 CES 2026 前机器人视觉芯片新品预期、与宝马达成座舱机器人合作、美联储降息预期提振科技股估值。核心业务与最新业务发展：全球领先的无线通信和 AI 芯片设计公司，核心业务覆盖","listText":"昨天收盘机器人概念股表现亮眼，板块涨幅达 7.32%，成交量超 500 亿，资金关注度显著提升。美股市场上， <a href=\"https://laohu8.com/S/IRBT\">$iRobot Corp.(IRBT)$</a> 早盘股价飙升超 79%，收盘涨近 74%，领涨机器人类股； <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> CEO 马斯克转发 “擎天柱” 人形机器人跑步视频，叠加明年量产、2-3 万美元售价的承诺，进一步提振板块情绪。公开市场认为，这波行情并非短期炒作，而是技术成熟、成本下降、应用落地三大核心驱动力共振的结果 ——AI 大模型让机器人实现 “理解意图” 的进化，核心零部件降价与国产化推进降低制造成本，美团 10 万台配送机器人部署计划、工业机器人渗透率提升至 18% 等信号，彰显下游需求旺盛。从 <a href=\"https://laohu8.com/S/TXN\">$德州仪器(TXN)$</a> 的精密芯片到 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 的擎天柱，每一行代码的迭代、每一颗传感器的升级，都在重塑21万亿美元全球劳动力市场的底层逻辑。下面，我们将沿着“上游-中游-下游”这条产业逻辑，把本周涨幅最猛、资金最认可的15只机器人概念股一次性拆给你看：一、上游：核心零部件（芯片、传感器、控制器）1.1 <a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a>近期上涨因素：5 日涨幅 7.21%，核心驱动包括 CES 2026 前机器人视觉芯片新品预期、与宝马达成座舱机器人合作、美联储降息预期提振科技股估值。核心业务与最新业务发展：全球领先的无线通信和 AI 芯片设计公司，核心业务覆盖","text":"昨天收盘机器人概念股表现亮眼，板块涨幅达 7.32%，成交量超 500 亿，资金关注度显著提升。美股市场上， $iRobot Corp.(IRBT)$ 早盘股价飙升超 79%，收盘涨近 74%，领涨机器人类股； $特斯拉(TSLA)$ CEO 马斯克转发 “擎天柱” 人形机器人跑步视频，叠加明年量产、2-3 万美元售价的承诺，进一步提振板块情绪。公开市场认为，这波行情并非短期炒作，而是技术成熟、成本下降、应用落地三大核心驱动力共振的结果 ——AI 大模型让机器人实现 “理解意图” 的进化，核心零部件降价与国产化推进降低制造成本，美团 10 万台配送机器人部署计划、工业机器人渗透率提升至 18% 等信号，彰显下游需求旺盛。从 $德州仪器(TXN)$ 的精密芯片到 $特斯拉(TSLA)$ 的擎天柱，每一行代码的迭代、每一颗传感器的升级，都在重塑21万亿美元全球劳动力市场的底层逻辑。下面，我们将沿着“上游-中游-下游”这条产业逻辑，把本周涨幅最猛、资金最认可的15只机器人概念股一次性拆给你看：一、上游：核心零部件（芯片、传感器、控制器）1.1 $高通(QCOM)$近期上涨因素：5 日涨幅 7.21%，核心驱动包括 CES 2026 前机器人视觉芯片新品预期、与宝马达成座舱机器人合作、美联储降息预期提振科技股估值。核心业务与最新业务发展：全球领先的无线通信和 AI 芯片设计公司，核心业务覆盖","images":[{"img":"https://static.tigerbbs.com/6dfddf21964a828eb2638a26e047b6e9"},{"img":"https://static.tigerbbs.com/8917ee8012874664be7f1c241b4ea2f5"},{"img":"https://static.tigerbbs.com/a60f18ab44ad9447bdbbc22114886eaf"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507195777089640","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":496064452182048,"gmtCreate":1762140131550,"gmtModify":1762140134151,"author":{"id":"3584014272794318","authorId":"3584014272794318","name":"史蒂文苏","avatar":"https://static.tigerbbs.com/27cf442850a4b3d6e3d9dc5d6c07867e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584014272794318","idStr":"3584014272794318"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06181\">$老铺黄金(06181)$</a> 估值逐步合理","listText":"<a href=\"https://laohu8.com/S/06181\">$老铺黄金(06181)$</a> 估值逐步合理","text":"$老铺黄金(06181)$ 估值逐步合理","images":[{"img":"https://static.tigerbbs.com/413e5ac659959cbf2198318a0fb8b695","width":"1122","height":"1737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496064452182048","isVote":1,"tweetType":1,"viewCount":1843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":489354276020432,"gmtCreate":1760498396335,"gmtModify":1760498399153,"author":{"id":"3584014272794318","authorId":"3584014272794318","name":"史蒂文苏","avatar":"https://static.tigerbbs.com/27cf442850a4b3d6e3d9dc5d6c07867e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584014272794318","idStr":"3584014272794318"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06181\">$老铺黄金(06181)$</a> 这次要拿稳了","listText":"<a href=\"https://laohu8.com/S/06181\">$老铺黄金(06181)$</a> 这次要拿稳了","text":"$老铺黄金(06181)$ 这次要拿稳了","images":[{"img":"https://static.tigerbbs.com/70d077cf5927d9647b79654ad741289e","width":"1122","height":"1737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/489354276020432","isVote":1,"tweetType":1,"viewCount":1753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":467424745443696,"gmtCreate":1755134328985,"gmtModify":1755134331370,"author":{"id":"3584014272794318","authorId":"3584014272794318","name":"史蒂文苏","avatar":"https://static.tigerbbs.com/27cf442850a4b3d6e3d9dc5d6c07867e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584014272794318","idStr":"3584014272794318"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BLSH\">$Bullish(BLSH)$</a> 好消息 打新翻倍了 坏消息 只有1股 [笑哭] ","listText":"<a href=\"https://laohu8.com/S/BLSH\">$Bullish(BLSH)$</a> 好消息 打新翻倍了 坏消息 只有1股 [笑哭] ","text":"$Bullish(BLSH)$ 好消息 打新翻倍了 坏消息 只有1股 [笑哭]","images":[{"img":"https://static.tigerbbs.com/2def98ffa589a29026dbdcb65b3096f7","width":"1122","height":"1737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/467424745443696","isVote":1,"tweetType":1,"viewCount":1909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":462561359376760,"gmtCreate":1753935745666,"gmtModify":1753935747267,"author":{"id":"3584014272794318","authorId":"3584014272794318","name":"史蒂文苏","avatar":"https://static.tigerbbs.com/27cf442850a4b3d6e3d9dc5d6c07867e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584014272794318","idStr":"3584014272794318"},"themes":[],"htmlText":"68.21","listText":"68.21","text":"68.21","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462561359376760","isVote":1,"tweetType":1,"viewCount":1223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}