社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
千祥云集xyq
IP属地：甘肃
+关注
帖子 · 69
帖子 · 69
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
千祥云集xyq
千祥云集xyq
·
14:46
寻凶多吉少。
异动解读 | 美元企稳叠加获利了结压力，2倍做多白银ETF盘中大跌7.81%
2倍做多白银ETF-ProShares今日盘中大幅下跌7.81%，引起了市场的广泛关注。消息面上，此次下跌主要与基础资产现货白银价格的走弱密切相关。在亚洲交易时段，现货白银价格显著下挫，同时美元指数在经历此前下跌后出现企稳迹象。由于白银等贵金属以美元计价，美元的走强通常会对价格形成压力，进而拖累与之紧密相关的杠杆ETF产品。
异动解读 | 美元企稳叠加获利了结压力，2倍做多白银ETF盘中大跌7.81%
看
0
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
千祥云集xyq
千祥云集xyq
·
14:46
🐮4️⃣4️⃣
“木头姐”认为特斯拉可以达到100万亿美元市值，马斯克称“并非不可能”
需要付出巨大的努力并且要有十足的运气。
“木头姐”认为特斯拉可以达到100万亿美元市值，马斯克称“并非不可能”
看
0
回复
评论
点赞
1
编组 21备份 2
分享
举报
千祥云集xyq
千祥云集xyq
·
14:45
调调整，再见！
港股异动 | 智谱盘中涨超8%，GLM-5新模型发布在即，智谱本周累计涨幅已超七成
2月11日，$智谱$盘中涨超8%，GLM-5新模型发布在即，智谱本周累计涨幅已超七成消息面上，近日，全球模型服务平台OpenRouter上线了一款代号为“Pony Alpha”的匿名模型，引发全网关注。据第一财经报道，据知情人士处消息，智谱目前有相关保密项目在推进中，该神秘模型，是智谱即将发布新一代模型GLM-5。据悉，智谱首席科学家唐杰2月初明确表示最近智谱将发布GLM-5。
港股异动 | 智谱盘中涨超8%，GLM-5新模型发布在即，智谱本周累计涨幅已超七成
看
0
回复
评论
点赞
1
编组 21备份 2
分享
举报
千祥云集xyq
千祥云集xyq
·
14:45
一夜情
港股异动 | 稀土概念板块涨幅居前，金力永磁涨超6%，稀土价格持续攀升，机构称板块将演化估值业绩双升
2月11日，稀土概念板块涨幅居前，金力永磁涨超6%，稀土价格持续攀升，机构称板块将演化估值业绩双升。消息面上，据包头稀土产品交易所消息，2月10日稀土主流产品价格整体上行。国投证券近期指出，1月以来稀土持续上涨。国金证券认为，稀土板块将继续演化估值业绩双升，2026年亦为重点标的同业竞争解决的关键一年。
港股异动 | 稀土概念板块涨幅居前，金力永磁涨超6%，稀土价格持续攀升，机构称板块将演化估值业绩双升
看
0
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
千祥云集xyq
千祥云集xyq
·
02-10 17:07
2026年的业绩增长指望它们，太乐观了点。
看
100
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
千祥云集xyq
千祥云集xyq
·
02-09 11:10
大饼黄金。
看
94
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
千祥云集xyq
千祥云集xyq
·
02-09 11:09
蓝图还是大饼？
看
50
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
千祥云集xyq
千祥云集xyq
·
02-08 23:14
以前难以判断。
看
45
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
千祥云集xyq
千祥云集xyq
·
02-07
这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动
巨头砸钱6500亿加剧担忧，黄仁勋“灭火”：AI需求火爆，庞大支出合理、可持续
黄仁勋周五称，这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动，AI已变得“非常有用且非常强大”，其采用率变得“极高”，只要人们继续为AI付费，英伟达盘中曾涨近9%。企业就能从中获利。周二软件股大跌后，他说，软件股抛售是“世界上最不合逻辑的事”，AI将使用软件这种工具，而不是重新发明。
巨头砸钱6500亿加剧担忧，黄仁勋“灭火”：AI需求火爆，庞大支出合理、可持续
看
106
回复
评论
点赞
1
编组 21备份 2
分享
举报
千祥云集xyq
千祥云集xyq
·
02-07
时候配件
中国央行黄金储备"十五连增"，1月环比增持4万盎司，增持节奏略有加快
2月7日，中国央行数据显示，中国1月末黄金储备报7419万盎司，2025年12月末为7415万盎司，为连续第15个月增持黄金。
中国央行黄金储备"十五连增"，1月环比增持4万盎司，增持节奏略有加快
看
20
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":"4208673939477970","uuid":"4208673939477970","gmtCreate":1745570761244,"gmtModify":1745570919452,"name":"千祥云集xyq","pinyin":"qxyjxyqqianxiangyunjixyq","introduction":"","introductionEn":null,"signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":5,"tweetSize":69,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"甘肃","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":2,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":531689400795264,"gmtCreate":1770792385967,"gmtModify":1770792388174,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208673939477970","idStr":"4208673939477970"},"themes":[],"title":"","htmlText":"寻凶多吉少。","listText":"寻凶多吉少。","text":"寻凶多吉少。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531689400795264","repostId":"1143021946","repostType":2,"repost":{"id":"1143021946","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1770738416,"share":"https://www.laohu8.com/m/news/1143021946?lang=zh_CN&edition=full","pubTime":"2026-02-10 23:46","market":"us","language":"zh","title":"异动解读 | 美元企稳叠加获利了结压力，2倍做多白银ETF盘中大跌7.81%","url":"https://stock-news.laohu8.com/highlight/detail?id=1143021946","media":"异动解读","summary":"2倍做多白银ETF-ProShares今日盘中大幅下跌7.81%，引起了市场的广泛关注。消息面上，此次下跌主要与基础资产现货白银价格的走弱密切相关。在亚洲交易时段，现货白银价格显著下挫，同时美元指数在经历此前下跌后出现企稳迹象。由于白银等贵金属以美元计价，美元的走强通常会对价格形成压力，进而拖累与之紧密相关的杠杆ETF产品。","content":"<p>2倍做多白银ETF-ProShares（AGQ）今日盘中大幅下跌7.81%，引起了市场的广泛关注。</p><p>消息面上，此次下跌主要与基础资产现货白银价格的走弱密切相关。在亚洲交易时段，现货白银价格显著下挫，同时美元指数在经历此前下跌后出现企稳迹象。由于白银等贵金属以美元计价，美元的走强通常会对价格形成压力，进而拖累与之紧密相关的杠杆ETF产品。</p><p>此外，市场分析指出，白银市场近期经历了罕见的“七西格玛”级剧烈波动，在前期大幅上涨后积累了大量的获利盘，部分投资者选择获利了结，形成了抛售压力。同时，芝加哥商品交易所（CME）上调了白银期货的保证金要求，这提高了交易门槛，可能导致一些高杠杆投资者被迫平仓。投资者也将注意力转向本周即将发布的美国零售销售、通胀及就业等关键经济数据，以研判美联储未来的货币政策路径，这种观望情绪可能进一步放大了市场的波动性。</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\" 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>异动解读 | 美元企稳叠加获利了结压力，2倍做多白银ETF盘中大跌7.81%</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异动解读 | 美元企稳叠加获利了结压力，2倍做多白银ETF盘中大跌7.81%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2026-02-10 23:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2倍做多白银ETF-ProShares（AGQ）今日盘中大幅下跌7.81%，引起了市场的广泛关注。</p><p>消息面上，此次下跌主要与基础资产现货白银价格的走弱密切相关。在亚洲交易时段，现货白银价格显著下挫，同时美元指数在经历此前下跌后出现企稳迹象。由于白银等贵金属以美元计价，美元的走强通常会对价格形成压力，进而拖累与之紧密相关的杠杆ETF产品。</p><p>此外，市场分析指出，白银市场近期经历了罕见的“七西格玛”级剧烈波动，在前期大幅上涨后积累了大量的获利盘，部分投资者选择获利了结，形成了抛售压力。同时，芝加哥商品交易所（CME）上调了白银期货的保证金要求，这提高了交易门槛，可能导致一些高杠杆投资者被迫平仓。投资者也将注意力转向本周即将发布的美国零售销售、通胀及就业等关键经济数据，以研判美联储未来的货币政策路径，这种观望情绪可能进一步放大了市场的波动性。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AGQ":"2倍做多白银ETF-ProShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143021946","content_text":"2倍做多白银ETF-ProShares（AGQ）今日盘中大幅下跌7.81%，引起了市场的广泛关注。消息面上，此次下跌主要与基础资产现货白银价格的走弱密切相关。在亚洲交易时段，现货白银价格显著下挫，同时美元指数在经历此前下跌后出现企稳迹象。由于白银等贵金属以美元计价，美元的走强通常会对价格形成压力，进而拖累与之紧密相关的杠杆ETF产品。此外，市场分析指出，白银市场近期经历了罕见的“七西格玛”级剧烈波动，在前期大幅上涨后积累了大量的获利盘，部分投资者选择获利了结，形成了抛售压力。同时，芝加哥商品交易所（CME）上调了白银期货的保证金要求，这提高了交易门槛，可能导致一些高杠杆投资者被迫平仓。投资者也将注意力转向本周即将发布的美国零售销售、通胀及就业等关键经济数据，以研判美联储未来的货币政策路径，这种观望情绪可能进一步放大了市场的波动性。","news_type":1,"symbols_score_info":{"AGQ":1}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531551382987808,"gmtCreate":1770792371407,"gmtModify":1770792373500,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208673939477970","idStr":"4208673939477970"},"themes":[],"title":"","htmlText":"🐮4️⃣4️⃣","listText":"🐮4️⃣4️⃣","text":"🐮4️⃣4️⃣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531551382987808","repostId":"1166009332","repostType":4,"repost":{"id":"1166009332","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":1770734921,"share":"https://www.laohu8.com/m/news/1166009332?lang=zh_CN&edition=full","pubTime":"2026-02-10 22:48","market":"us","language":"zh","title":"“木头姐”认为特斯拉可以达到100万亿美元市值，马斯克称“并非不可能”","url":"https://stock-news.laohu8.com/highlight/detail?id=1166009332","media":"老虎资讯综合","summary":"需要付出巨大的努力并且要有十足的运气。","content":"<html><head></head><body><p>周二， <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 盘初涨超1%。消息面上，ARK Invest掌门人“木头姐”Cathie Wood日前在一场公开对话中表示，考虑到特斯拉横跨多个行业的长远野心，该车企有望实现100万亿美元的市值。马斯克对此评论称：“显然，要实现这样的结果，需要付出极其巨大的努力并且要有十足的运气！我只是想说，这并非完全不可能。”。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a19f58bc3aea26807b3474018306259\" tg-width=\"560\" tg-height=\"240\"/></p><p>此外，据特斯拉微博消息，赛博无人驾驶电动车Tesla Cybercab将在得州超级工厂开启量产并投入运营。</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>“木头姐”认为特斯拉可以达到100万亿美元市值，马斯克称“并非不可能”</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“木头姐”认为特斯拉可以达到100万亿美元市值，马斯克称“并非不可能”\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\">2026-02-10 22:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二， <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 盘初涨超1%。消息面上，ARK Invest掌门人“木头姐”Cathie Wood日前在一场公开对话中表示，考虑到特斯拉横跨多个行业的长远野心，该车企有望实现100万亿美元的市值。马斯克对此评论称：“显然，要实现这样的结果，需要付出极其巨大的努力并且要有十足的运气！我只是想说，这并非完全不可能。”。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a19f58bc3aea26807b3474018306259\" tg-width=\"560\" tg-height=\"240\"/></p><p>此外，据特斯拉微博消息，赛博无人驾驶电动车Tesla Cybercab将在得州超级工厂开启量产并投入运营。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166009332","content_text":"周二， 特斯拉 盘初涨超1%。消息面上，ARK Invest掌门人“木头姐”Cathie Wood日前在一场公开对话中表示，考虑到特斯拉横跨多个行业的长远野心，该车企有望实现100万亿美元的市值。马斯克对此评论称：“显然，要实现这样的结果，需要付出极其巨大的努力并且要有十足的运气！我只是想说，这并非完全不可能。”。此外，据特斯拉微博消息，赛博无人驾驶电动车Tesla Cybercab将在得州超级工厂开启量产并投入运营。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":531543557064304,"gmtCreate":1770792342625,"gmtModify":1770792344710,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208673939477970","idStr":"4208673939477970"},"themes":[],"title":"","htmlText":"调调整，再见！","listText":"调调整，再见！","text":"调调整，再见！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531543557064304","repostId":"1139849136","repostType":4,"repost":{"id":"1139849136","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":1770776326,"share":"https://www.laohu8.com/m/news/1139849136?lang=zh_CN&edition=full","pubTime":"2026-02-11 10:18","market":"hk","language":"zh","title":"港股异动 | 智谱盘中涨超8%，GLM-5新模型发布在即，智谱本周累计涨幅已超七成","url":"https://stock-news.laohu8.com/highlight/detail?id=1139849136","media":"老虎资讯综合","summary":"2月11日，$智谱$盘中涨超8%，GLM-5新模型发布在即，智谱本周累计涨幅已超七成消息面上，近日，全球模型服务平台OpenRouter上线了一款代号为“Pony Alpha”的匿名模型，引发全网关注。据第一财经报道，据知情人士处消息，智谱目前有相关保密项目在推进中，该神秘模型，是智谱即将发布新一代模型GLM-5。据悉，智谱首席科学家唐杰2月初明确表示最近智谱将发布GLM-5。","content":"<html><head></head><body><p>2月11日，<a href=\"https://laohu8.com/S/02513\">智谱</a>盘中涨超8%，GLM-5新模型发布在即，智谱本周累计涨幅已超七成</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a439fecdba4195bbbc8c7b563ff69e13\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，近日，全球模型服务平台OpenRouter上线了一款代号为“Pony Alpha”的匿名模型，引发全网关注。据第一财经报道，据知情人士处消息，智谱目前有相关保密项目在推进中，该神秘模型，是智谱即将发布新一代模型GLM-5。据悉，智谱首席科学家唐杰2月初明确表示最近智谱将发布GLM-5。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/000776\">广发证券</a>此前发布研报称，作为国内领先的大模型服务提供商，智谱以自研GLM基座大模型为核心，形成了包括多模态、Agent和Coding完整的模型<a href=\"https://laohu8.com/S/301365\">矩阵</a>，为企业客户提供API服务、本地化部署与行业解决方案。该行预计公司2025-2027年营收保持高速增长，规模效应逐步显现，长期盈利具备较强确定性。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 智谱盘中涨超8%，GLM-5新模型发布在即，智谱本周累计涨幅已超七成</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港股异动 | 智谱盘中涨超8%，GLM-5新模型发布在即，智谱本周累计涨幅已超七成\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\">2026-02-11 10:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月11日，<a href=\"https://laohu8.com/S/02513\">智谱</a>盘中涨超8%，GLM-5新模型发布在即，智谱本周累计涨幅已超七成</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a439fecdba4195bbbc8c7b563ff69e13\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，近日，全球模型服务平台OpenRouter上线了一款代号为“Pony Alpha”的匿名模型，引发全网关注。据第一财经报道，据知情人士处消息，智谱目前有相关保密项目在推进中，该神秘模型，是智谱即将发布新一代模型GLM-5。据悉，智谱首席科学家唐杰2月初明确表示最近智谱将发布GLM-5。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/000776\">广发证券</a>此前发布研报称，作为国内领先的大模型服务提供商，智谱以自研GLM基座大模型为核心，形成了包括多模态、Agent和Coding完整的模型<a href=\"https://laohu8.com/S/301365\">矩阵</a>，为企业客户提供API服务、本地化部署与行业解决方案。该行预计公司2025-2027年营收保持高速增长，规模效应逐步显现，长期盈利具备较强确定性。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/2f74675d929f3c6cda282d67cd5d88b3","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139849136","content_text":"2月11日，智谱盘中涨超8%，GLM-5新模型发布在即，智谱本周累计涨幅已超七成消息面上，近日，全球模型服务平台OpenRouter上线了一款代号为“Pony Alpha”的匿名模型，引发全网关注。据第一财经报道，据知情人士处消息，智谱目前有相关保密项目在推进中，该神秘模型，是智谱即将发布新一代模型GLM-5。据悉，智谱首席科学家唐杰2月初明确表示最近智谱将发布GLM-5。广发证券此前发布研报称，作为国内领先的大模型服务提供商，智谱以自研GLM基座大模型为核心，形成了包括多模态、Agent和Coding完整的模型矩阵，为企业客户提供API服务、本地化部署与行业解决方案。该行预计公司2025-2027年营收保持高速增长，规模效应逐步显现，长期盈利具备较强确定性。","news_type":1,"symbols_score_info":{"02513":1.5}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531543883227152,"gmtCreate":1770792324276,"gmtModify":1770795273980,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208673939477970","idStr":"4208673939477970"},"themes":[],"title":"","htmlText":"一夜情","listText":"一夜情","text":"一夜情","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531543883227152","repostId":"1103911889","repostType":4,"repost":{"id":"1103911889","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":1770780178,"share":"https://www.laohu8.com/m/news/1103911889?lang=zh_CN&edition=full","pubTime":"2026-02-11 11:22","market":"hk","language":"zh","title":"港股异动 | 稀土概念板块涨幅居前，金力永磁涨超6%，稀土价格持续攀升，机构称板块将演化估值业绩双升","url":"https://stock-news.laohu8.com/highlight/detail?id=1103911889","media":"老虎资讯综合","summary":"2月11日，稀土概念板块涨幅居前，金力永磁涨超6%，稀土价格持续攀升，机构称板块将演化估值业绩双升。消息面上，据包头稀土产品交易所消息，2月10日稀土主流产品价格整体上行。国投证券近期指出，1月以来稀土持续上涨。国金证券认为，稀土板块将继续演化估值业绩双升，2026年亦为重点标的同业竞争解决的关键一年。","content":"<html><head></head><body><p>2月11日，稀土概念板块涨幅居前，金力永磁涨超6%，稀土价格持续攀升，机构称板块将演化估值业绩双升。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e90786a9f42508747f20d8b2964e8664\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，据包头稀土产品交易所消息，2月10日稀土主流产品价格整体上行。氧化镨钕均价85.02万元/吨，上涨5.14万元/吨；金属镨钕均价101.60万元/吨，上涨3.97万元/吨；氧化镝均价141.22万元/吨，上涨1.14万元/吨；氧化铽均价623.43万元/吨，上涨2.00万元/吨。</p><p style=\"text-align: justify;\">国投证券近期指出，1月以来稀土持续上涨。预计白名单和配额指标刚性制约26年供给，预计内外需求稳定增长，新一轮补库周期可能启动，看好26年稀土中枢价格上涨。稀土市场受宏观情绪影响较小，后续关注板块配置机会。国金证券认为，稀土板块将继续演化估值业绩双升，2026年亦为重点标的同业竞争解决的关键一年。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 稀土概念板块涨幅居前，金力永磁涨超6%，稀土价格持续攀升，机构称板块将演化估值业绩双升</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港股异动 | 稀土概念板块涨幅居前，金力永磁涨超6%，稀土价格持续攀升，机构称板块将演化估值业绩双升\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\">2026-02-11 11:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月11日，稀土概念板块涨幅居前，金力永磁涨超6%，稀土价格持续攀升，机构称板块将演化估值业绩双升。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e90786a9f42508747f20d8b2964e8664\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，据包头稀土产品交易所消息，2月10日稀土主流产品价格整体上行。氧化镨钕均价85.02万元/吨，上涨5.14万元/吨；金属镨钕均价101.60万元/吨，上涨3.97万元/吨；氧化镝均价141.22万元/吨，上涨1.14万元/吨；氧化铽均价623.43万元/吨，上涨2.00万元/吨。</p><p style=\"text-align: justify;\">国投证券近期指出，1月以来稀土持续上涨。预计白名单和配额指标刚性制约26年供给，预计内外需求稳定增长，新一轮补库周期可能启动，看好26年稀土中枢价格上涨。稀土市场受宏观情绪影响较小，后续关注板块配置机会。国金证券认为，稀土板块将继续演化估值业绩双升，2026年亦为重点标的同业竞争解决的关键一年。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/35b74edef993bb7bfa115a2aada3af75","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103911889","content_text":"2月11日，稀土概念板块涨幅居前，金力永磁涨超6%，稀土价格持续攀升，机构称板块将演化估值业绩双升。消息面上，据包头稀土产品交易所消息，2月10日稀土主流产品价格整体上行。氧化镨钕均价85.02万元/吨，上涨5.14万元/吨；金属镨钕均价101.60万元/吨，上涨3.97万元/吨；氧化镝均价141.22万元/吨，上涨1.14万元/吨；氧化铽均价623.43万元/吨，上涨2.00万元/吨。国投证券近期指出，1月以来稀土持续上涨。预计白名单和配额指标刚性制约26年供给，预计内外需求稳定增长，新一轮补库周期可能启动，看好26年稀土中枢价格上涨。稀土市场受宏观情绪影响较小，后续关注板块配置机会。国金证券认为，稀土板块将继续演化估值业绩双升，2026年亦为重点标的同业竞争解决的关键一年。","news_type":1,"symbols_score_info":{"06680":2}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531224837026528,"gmtCreate":1770714448911,"gmtModify":1770714451325,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208673939477970","idStr":"4208673939477970"},"themes":[],"htmlText":"2026年的业绩增长指望它们，太乐观了点。","listText":"2026年的业绩增长指望它们，太乐观了点。","text":"2026年的业绩增长指望它们，太乐观了点。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531224837026528","isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530783157785584,"gmtCreate":1770606619245,"gmtModify":1770606621284,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208673939477970","idStr":"4208673939477970"},"themes":[],"htmlText":"大饼黄金。","listText":"大饼黄金。","text":"大饼黄金。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530783157785584","isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530782994649384,"gmtCreate":1770606576423,"gmtModify":1770606578630,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208673939477970","idStr":"4208673939477970"},"themes":[],"htmlText":"蓝图还是大饼？","listText":"蓝图还是大饼？","text":"蓝图还是大饼？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530782994649384","isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530607301400016,"gmtCreate":1770563694141,"gmtModify":1770563696432,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208673939477970","idStr":"4208673939477970"},"themes":[],"htmlText":"以前难以判断。","listText":"以前难以判断。","text":"以前难以判断。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530607301400016","isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530184710764136,"gmtCreate":1770460592791,"gmtModify":1770460595385,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208673939477970","idStr":"4208673939477970"},"themes":[],"title":"","htmlText":"这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动","listText":"这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动","text":"这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530184710764136","repostId":"2609429512","repostType":4,"repost":{"id":"2609429512","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":1770413875,"share":"https://www.laohu8.com/m/news/2609429512?lang=zh_CN&edition=full","pubTime":"2026-02-07 05:37","market":"us","language":"zh","title":"巨头砸钱6500亿加剧担忧，黄仁勋“灭火”：AI需求火爆，庞大支出合理、可持续","url":"https://stock-news.laohu8.com/highlight/detail?id=2609429512","media":"华尔街见闻","summary":"黄仁勋周五称，这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动，AI已变得“非常有用且非常强大”，其采用率变得“极高”，只要人们继续为AI付费，英伟达盘中曾涨近9%。企业就能从中获利。周二软件股大跌后，他说，软件股抛售是“世界上最不合逻辑的事”，AI将使用软件这种工具，而不是重新发明。","content":"<html><head></head><body><blockquote><p>黄仁勋周五称，这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动，AI已变得“非常有用且非常强大”，其采用率变得“极高”，只要人们继续为AI付费，英伟达盘中曾涨近9%。企业就能从中获利。周二软件股大跌后，他说，软件股抛售是“世界上最不合逻辑的事”，AI将使用软件这种工具，而不是重新发明。</p></blockquote><p>在科技巨头不断加大AI领域支出激化市场的泡沫担忧之际，英伟达CEO黄仁勋公开发声“灭火”，为动辄数千亿美元的投入背书。</p><p style=\"text-align: justify;\">美东时间2月6日周五，黄仁勋在接受采访时表示，科技行业激增的AI基础设施资本支出是合理、恰当且可持续的，这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动。</p><p style=\"text-align: justify;\">黄仁勋作出上述表态当天，本周五AI概念股全线反弹。尾盘刷新日高时，英伟达股价涨至187美元，日内涨约8.8%，收涨近7.9%，扭转五连跌，摆脱周四所创去年12月17日以来收盘低谷，本周仍累跌约3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9828246cac6e0a6024adb932bb8ae38c\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">黄仁勋讲话正值投资者对持续高投入下AI能否获得可观的回报产生严重质疑，并且由于Anthropic发布的新工具引发了AI颠覆传统软件商业模式的恐慌，科技股惨遭抛售。高盛分析师甚至悲观地将当前的软件业与本世纪初被互联网颠覆的报纸类比。</p><p style=\"text-align: justify;\">周五的报道指出，过去两周公布的最新财报和指引以及此前公开的计划显示，2026年，英伟达的关键客户Meta、亚马逊、谷歌和微软的计划资本支出将合计达到约6500亿美元，较2025年增长约60%。6000多亿美元的支出规模远超全球多个中等经济体的GDP，其中大部分资金将用于购买英伟达的芯片。</p><p style=\"text-align: justify;\">华尔街见闻稍早提到，过去一周，市场对AI投资效率的担忧引发剧烈抛售。据FactSet数据，微软、英伟达、亚马逊、谷歌母公司Alphabet、Meta及甲骨文等科技巨头的市值累计蒸发约1.35万亿美元。</p><p style=\"text-align: justify;\">上周四，公布第二财季资本支出超预期猛增66%后，微软股价收跌10%，市值一日蒸发3570亿美元，创美股史上第二大个股单日市值跌幅，本周四盘后公布预计2026年资本支出较上年增50%后，亚马逊周五逆市大跌，早盘刷新日低时跌约10%，收跌近5.6%。</p><h2 id=\"ai\">AI公司正盈利 支出将持续增长</h2><p style=\"text-align: justify;\">黄仁勋周五表示，所有这些科技公司的现金流将开始上升，AI基础设施的建设将持续七到八年。他强调，AI已经变得“非常有用且非常强大”，其采用率变得“极高”。</p><p style=\"text-align: justify;\">黄仁勋说：“只要人们继续为AI付费，AI公司能够从中获得利润，它们就会不断翻倍、翻倍、翻倍、翻倍。”</p><p style=\"text-align: justify;\">他援引具体案例说明英伟达客户如何利用AI盈利。Meta正在使用AI将原本在CPU上运行的推荐系统转变为使用生成式AI和智能体的系统；亚马逊云服务AWS对英伟达芯片的使用将影响这家零售巨头的产品推荐方式；微软将使用英伟达驱动的AI改进其企业软件。</p><p style=\"text-align: justify;\">黄仁勋特别称赞了OpenAI和Anthropic这两家领先的AI实验室，称它们都在"赚大钱"。英伟达去年向Anthropic投资100亿美元，黄仁勋本周早些时候还表示，将大举投资OpenAI的下一轮融资。他说：“如果它们能拥有两倍的算力，收入将增长四倍。”</p><p style=\"text-align: justify;\">他还指出，英伟达过去售出的所有图形处理器（GPU）——甚至包括六年前的A100芯片，目前都在被租用，反映出对AI算力的持续需求。黄仁勋认为，与互联网初期建设不同，现在没有闲置的基础设施。</p><h2 id=\"6500\">6500亿美元支出创纪录</h2><p style=\"text-align: justify;\">据周五报道，Alphabet、亚马逊、Meta和微软四家公司预计2026年的资本支出将达到约6500亿美元，这是本世纪以来无可比拟的投资热潮。每家公司今年的预算预计将接近或超过它们过去三年的总和，其中任何一家的支出都将创过去十年任一家公司单年资本支出的最高纪录。</p><p style=\"text-align: justify;\">具体而言，Meta表示全年资本支出将升至最多1350亿美元，同比可能跃升约87%。在截至2025年12月末的公司第二财季，微软的资本支出增长66%至375亿美元，分析师预计，在截至2026年6月的2026财年，微软的资本支出将接近1050亿美元。</p><p style=\"text-align: justify;\">Alphabet本周三公布的资本支出指引高端为1850亿美元，超出分析师预期以及美国大量行业的支出规模。亚马逊周四宣布计划2026年投入2000亿美元资本支出，同样导致股价暴跌。</p><p style=\"text-align: justify;\">媒体汇编数据显示，相比上述硅谷巨头，包括美国最大的汽车制造商、工程机械制造商、铁路公司、国防承包商、无线运营商、快递公司，以及埃克森美孚、英特尔、沃尔玛、通用电气分拆的子公司在内，21家公司2026年的合计支出预计仅为1800亿美元。</p><p style=\"text-align: justify;\">DA Davidson分析师Gil Luria表示，微软等前述四家科技巨头“将提供AI算力的竞争视为下一个赢家通吃或赢家拿走大部分的市场，它们都不愿输掉这场竞争”。</p><h2 id=\"d1dc0f22\">华尔街担忧投资效率与产能过剩</h2><p style=\"text-align: justify;\">华尔街对如此庞大的支出反应不一。Meta和Alphabet股价上涨，但亚马逊和微软遭到市场惩罚。四家公司自发布最新财报和展望以来，总市值已缩水超9500亿美元。</p><p style=\"text-align: justify;\">GAM Investments投资总监Paul Markham指出，当前市场正被“情绪传染效应”笼罩。他说：“围绕大语言模型建设所需的天量资本支出、最终回报周期，以及潜在的产能过剩疑虑，已成为持续压制市场情绪的结构性问题。”</p><p style=\"text-align: justify;\">Theory Ventures投资人Tomasz Tunguz表示，这些科技巨头曾是“现金制造机”，可“现在它们突然需要那些现金，而且需要更多，所以它们在借钱”。据媒体统计，2025年，与AI相关的公司和项目从债务市场筹集了至少2000亿美元，预计仅2026年的相关债券发行规模就将达到数千亿美元。</p><p style=\"text-align: justify;\">Tunguz曾发表博客文章将AI热潮与过去的投资狂潮进行比较，他说这些狂潮并不总是以好结局收场，但“在上升过程中，它们都是经济的巨大催化剂”。</p><p style=\"text-align: justify;\">帮助企业整合数据和软件的公司Boomi的CEO Steve Lucas表示：“我不会质疑AI的潜力，但我绝对会质疑其发展的时间框架，而且我会强烈质疑其经济效益。”</p><p style=\"text-align: justify;\">目前尚不清楚这些公司能否执行其宏大计划。随着数据中心建设升级，它们已在争夺有限的电工、水泥车和台积电工厂生产的英伟达芯片。Luria表示：“已经存在瓶颈，未来也会有。”</p><h2 id=\"9c79820e\">黄仁勋周二曾为软件股"灭火"</h2><p style=\"text-align: justify;\">这不是黄仁勋本周首次为市场焦虑“灭火”。周二晚间，在软件股遭遇抛售后，他在思科系统公司的活动上表示，本周软件股抛售是“世界上最不合逻辑的事”。</p><p style=\"text-align: justify;\">黄仁勋说，软件产品是工具，AI将使用这些工具，而不是重新发明它们。他反问：“有一种观念认为工具正在衰落、并被AI取代。你会使用螺丝刀还是发明一把新螺丝刀？”</p><p style=\"text-align: justify;\">他表示，英伟达自身已经广泛采用此类工具，因此员工能腾出时间更多地专注于公司擅长的事：设计半导体和计算机系统。</p><p style=\"text-align: justify;\">周二软件相关股票连续第二天下跌，投资者担心Anthropic等AI模型开发商发布的工具最终将使公司内部的大量工作实现自动化。一只美国软件股ETF当天跌幅达4.1%，至4月以来最低水平，AppLovin和Unity Software是板块最大跌幅股之一。</p><p style=\"text-align: justify;\">摩根大通分析师Toby Ogg表示，投资者投资科技的意愿仍然很低。他在报告中写道：“我们现在所处的环境是，该板块不仅在被证明无罪之前就有罪，而且现在在审判之前就被判刑了。”</p><p style=\"text-align: justify;\">不过一些分析师对抛售的严重程度提出质疑，称制造公司运营必需工具的软件公司很难被颠覆。Jefferies分析师Brent Thill表示，Intuit提供专有数据和帮助客户处理复杂美国税法的系统，相对于AI具有优势。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>巨头砸钱6500亿加剧担忧，黄仁勋“灭火”：AI需求火爆，庞大支出合理、可持续</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巨头砸钱6500亿加剧担忧，黄仁勋“灭火”：AI需求火爆，庞大支出合理、可持续\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-07 05:37 北京时间 <a href=https://wallstreetcn.com/articles/3765198><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>黄仁勋周五称，这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动，AI已变得“非常有用且非常强大”，其采用率变得“极高”，只要人们继续为AI付费，英伟达盘中曾涨近9%。企业就能从中获利。周二软件股大跌后，他说，软件股抛售是“世界上最不合逻辑的事”，AI将使用软件这种工具，而不是重新发明。在科技巨头不断加大AI领域支出激化市场的泡沫担忧之际，英伟达CEO黄仁勋公开发声“灭火”，为动辄...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3765198\">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/f51e0887617e5ccdb1f56ab9d6b7e088","relate_stocks":{"LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0097036916.USD":"贝莱德美国增长A2 USD","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","BK4567":"ESG概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU0861579265.USD":"联博低波幅策略股票基金A","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU0109392836.USD":"富兰克林科技股A","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0444971666.USD":"天利全球科技基金","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","BK4543":"AI","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","BK4592":"伊斯兰概念","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4549":"软银资本持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4548":"巴美列捷福持仓","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","BK4554":"元宇宙及AR概念","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","SG9999015978.USD":"利安颠覆性创新基金A","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","BK4550":"红杉资本持仓","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","BK4598":"佩洛西持仓","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4551":"寇图资本持仓","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4529":"IDC概念","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","SG9999014559.SGD":"United Income Focus Trust Dis SGD","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","BK4605":"半导体精选","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","BK4608":"AI应用概念股","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4527":"明星科技股","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4612":"AI芯片","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4579":"人工智能","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","BK4614":"Manus概念股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU2087625088.SGD":"ALLSPRING US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","NVDA":"英伟达","LU1548497426.USD":"安联环球人工智能AT Acc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK4532":"文艺复兴科技持仓","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4581":"高盛持仓","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","BK4534":"瑞士信贷持仓","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0079474960.USD":"联博美国增长基金A","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4503":"景林资产持仓","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC","LU0251132253.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","BK4585":"ETF&股票定投概念","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","BK4587":"ChatGPT概念","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK4588":"碎股","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU0557290698.USD":"施罗德环球可持续增长基金","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU0056508442.USD":"贝莱德世界科技基金A2","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY \"A4\" (USD) INC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0080751232.USD":"富达环球多元动力基金A","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","BK4141":"半导体产品","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","SG9999002232.USD":"Allianz Global High Payout USD","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC"},"source_url":"https://wallstreetcn.com/articles/3765198","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2609429512","content_text":"黄仁勋周五称，这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动，AI已变得“非常有用且非常强大”，其采用率变得“极高”，只要人们继续为AI付费，英伟达盘中曾涨近9%。企业就能从中获利。周二软件股大跌后，他说，软件股抛售是“世界上最不合逻辑的事”，AI将使用软件这种工具，而不是重新发明。在科技巨头不断加大AI领域支出激化市场的泡沫担忧之际，英伟达CEO黄仁勋公开发声“灭火”，为动辄数千亿美元的投入背书。美东时间2月6日周五，黄仁勋在接受采访时表示，科技行业激增的AI基础设施资本支出是合理、恰当且可持续的，这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动。黄仁勋作出上述表态当天，本周五AI概念股全线反弹。尾盘刷新日高时，英伟达股价涨至187美元，日内涨约8.8%，收涨近7.9%，扭转五连跌，摆脱周四所创去年12月17日以来收盘低谷，本周仍累跌约3%。黄仁勋讲话正值投资者对持续高投入下AI能否获得可观的回报产生严重质疑，并且由于Anthropic发布的新工具引发了AI颠覆传统软件商业模式的恐慌，科技股惨遭抛售。高盛分析师甚至悲观地将当前的软件业与本世纪初被互联网颠覆的报纸类比。周五的报道指出，过去两周公布的最新财报和指引以及此前公开的计划显示，2026年，英伟达的关键客户Meta、亚马逊、谷歌和微软的计划资本支出将合计达到约6500亿美元，较2025年增长约60%。6000多亿美元的支出规模远超全球多个中等经济体的GDP，其中大部分资金将用于购买英伟达的芯片。华尔街见闻稍早提到，过去一周，市场对AI投资效率的担忧引发剧烈抛售。据FactSet数据，微软、英伟达、亚马逊、谷歌母公司Alphabet、Meta及甲骨文等科技巨头的市值累计蒸发约1.35万亿美元。上周四，公布第二财季资本支出超预期猛增66%后，微软股价收跌10%，市值一日蒸发3570亿美元，创美股史上第二大个股单日市值跌幅，本周四盘后公布预计2026年资本支出较上年增50%后，亚马逊周五逆市大跌，早盘刷新日低时跌约10%，收跌近5.6%。AI公司正盈利 支出将持续增长黄仁勋周五表示，所有这些科技公司的现金流将开始上升，AI基础设施的建设将持续七到八年。他强调，AI已经变得“非常有用且非常强大”，其采用率变得“极高”。黄仁勋说：“只要人们继续为AI付费，AI公司能够从中获得利润，它们就会不断翻倍、翻倍、翻倍、翻倍。”他援引具体案例说明英伟达客户如何利用AI盈利。Meta正在使用AI将原本在CPU上运行的推荐系统转变为使用生成式AI和智能体的系统；亚马逊云服务AWS对英伟达芯片的使用将影响这家零售巨头的产品推荐方式；微软将使用英伟达驱动的AI改进其企业软件。黄仁勋特别称赞了OpenAI和Anthropic这两家领先的AI实验室，称它们都在\"赚大钱\"。英伟达去年向Anthropic投资100亿美元，黄仁勋本周早些时候还表示，将大举投资OpenAI的下一轮融资。他说：“如果它们能拥有两倍的算力，收入将增长四倍。”他还指出，英伟达过去售出的所有图形处理器（GPU）——甚至包括六年前的A100芯片，目前都在被租用，反映出对AI算力的持续需求。黄仁勋认为，与互联网初期建设不同，现在没有闲置的基础设施。6500亿美元支出创纪录据周五报道，Alphabet、亚马逊、Meta和微软四家公司预计2026年的资本支出将达到约6500亿美元，这是本世纪以来无可比拟的投资热潮。每家公司今年的预算预计将接近或超过它们过去三年的总和，其中任何一家的支出都将创过去十年任一家公司单年资本支出的最高纪录。具体而言，Meta表示全年资本支出将升至最多1350亿美元，同比可能跃升约87%。在截至2025年12月末的公司第二财季，微软的资本支出增长66%至375亿美元，分析师预计，在截至2026年6月的2026财年，微软的资本支出将接近1050亿美元。Alphabet本周三公布的资本支出指引高端为1850亿美元，超出分析师预期以及美国大量行业的支出规模。亚马逊周四宣布计划2026年投入2000亿美元资本支出，同样导致股价暴跌。媒体汇编数据显示，相比上述硅谷巨头，包括美国最大的汽车制造商、工程机械制造商、铁路公司、国防承包商、无线运营商、快递公司，以及埃克森美孚、英特尔、沃尔玛、通用电气分拆的子公司在内，21家公司2026年的合计支出预计仅为1800亿美元。DA Davidson分析师Gil Luria表示，微软等前述四家科技巨头“将提供AI算力的竞争视为下一个赢家通吃或赢家拿走大部分的市场，它们都不愿输掉这场竞争”。华尔街担忧投资效率与产能过剩华尔街对如此庞大的支出反应不一。Meta和Alphabet股价上涨，但亚马逊和微软遭到市场惩罚。四家公司自发布最新财报和展望以来，总市值已缩水超9500亿美元。GAM Investments投资总监Paul Markham指出，当前市场正被“情绪传染效应”笼罩。他说：“围绕大语言模型建设所需的天量资本支出、最终回报周期，以及潜在的产能过剩疑虑，已成为持续压制市场情绪的结构性问题。”Theory Ventures投资人Tomasz Tunguz表示，这些科技巨头曾是“现金制造机”，可“现在它们突然需要那些现金，而且需要更多，所以它们在借钱”。据媒体统计，2025年，与AI相关的公司和项目从债务市场筹集了至少2000亿美元，预计仅2026年的相关债券发行规模就将达到数千亿美元。Tunguz曾发表博客文章将AI热潮与过去的投资狂潮进行比较，他说这些狂潮并不总是以好结局收场，但“在上升过程中，它们都是经济的巨大催化剂”。帮助企业整合数据和软件的公司Boomi的CEO Steve Lucas表示：“我不会质疑AI的潜力，但我绝对会质疑其发展的时间框架，而且我会强烈质疑其经济效益。”目前尚不清楚这些公司能否执行其宏大计划。随着数据中心建设升级，它们已在争夺有限的电工、水泥车和台积电工厂生产的英伟达芯片。Luria表示：“已经存在瓶颈，未来也会有。”黄仁勋周二曾为软件股\"灭火\"这不是黄仁勋本周首次为市场焦虑“灭火”。周二晚间，在软件股遭遇抛售后，他在思科系统公司的活动上表示，本周软件股抛售是“世界上最不合逻辑的事”。黄仁勋说，软件产品是工具，AI将使用这些工具，而不是重新发明它们。他反问：“有一种观念认为工具正在衰落、并被AI取代。你会使用螺丝刀还是发明一把新螺丝刀？”他表示，英伟达自身已经广泛采用此类工具，因此员工能腾出时间更多地专注于公司擅长的事：设计半导体和计算机系统。周二软件相关股票连续第二天下跌，投资者担心Anthropic等AI模型开发商发布的工具最终将使公司内部的大量工作实现自动化。一只美国软件股ETF当天跌幅达4.1%，至4月以来最低水平，AppLovin和Unity Software是板块最大跌幅股之一。摩根大通分析师Toby Ogg表示，投资者投资科技的意愿仍然很低。他在报告中写道：“我们现在所处的环境是，该板块不仅在被证明无罪之前就有罪，而且现在在审判之前就被判刑了。”不过一些分析师对抛售的严重程度提出质疑，称制造公司运营必需工具的软件公司很难被颠覆。Jefferies分析师Brent Thill表示，Intuit提供专有数据和帮助客户处理复杂美国税法的系统，相对于AI具有优势。","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530184670737928,"gmtCreate":1770460568696,"gmtModify":1770460571296,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208673939477970","idStr":"4208673939477970"},"themes":[],"title":"","htmlText":"时候配件","listText":"时候配件","text":"时候配件","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530184670737928","repostId":"1175619895","repostType":4,"repost":{"id":"1175619895","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":1770430265,"share":"https://www.laohu8.com/m/news/1175619895?lang=zh_CN&edition=full","pubTime":"2026-02-07 10:11","market":"us","language":"zh","title":"中国央行黄金储备\"十五连增\"，1月环比增持4万盎司，增持节奏略有加快","url":"https://stock-news.laohu8.com/highlight/detail?id=1175619895","media":"老虎资讯综合","summary":"2月7日，中国央行数据显示，中国1月末黄金储备报7419万盎司，2025年12月末为7415万盎司，为连续第15个月增持黄金。","content":"<html><head></head><body><blockquote><p>国家外汇管理局统计数据显示，截至2026年1月末，我国外汇储备规模为33991亿美元，较2025年12月末上升412亿美元，升幅为1.23%。央行数据显示，中国1月末黄金储备报7419万盎司，12月末为7415万盎司，为连续第15个月增持黄金。</p></blockquote><p style=\"text-align: justify;\"><strong>2月7日，中国央行数据显示，中国1月末黄金储备报7419万盎司，12月末为7415万盎司，为连续第15个月增持黄金。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/336665c8897455aff1b78bf9124145ac\" tg-width=\"297\" tg-height=\"402\"/></p><p style=\"text-align: justify;\"><strong>从近期增持节奏看，这种温和增持态势已持续数月。去年11月末和12月末，黄金储备分别环比增加3万盎司，今年1月份环比增持4万盎司，略有上升。</strong></p><p style=\"text-align: justify;\"><strong>国家外汇管理局统计数据显示，截至2026年1月末，我国外汇储备规模为33991亿美元，较2025年12月末上升412亿美元，升幅为1.23%。</strong></p><p style=\"text-align: justify;\">2026年1月，受主要经济体财政政策、货币政策及预期等因素影响，美元指数下跌，全球主要金融资产价格总体上涨。汇率折算和资产价格变化等因素综合作用，当月外汇储备规模上升。</p><p style=\"text-align: justify;\">我国经济运行稳中有进，发展韧性进一步彰显，为外汇储备规模保持基本稳定提供支撑。</p><p style=\"text-align: justify;\">本周黄金收报4961美元，累涨1.38%，较1月份的历史高点仍跌超11%。华尔街分析师认为近期的剧烈波动更像是长期上涨趋势中的暂时性回调。</p><p style=\"text-align: justify;\">机构策略师指出，支撑金价的地缘政治紧张、贸易政策不确定性以及对债务的担忧并未消散。多家投行分析显示，当前的下跌并未破坏长期投资逻辑，反而可能是这一轮历史性牛市中的买入机会。</p><p style=\"text-align: justify;\">AJ Bell投资总监Russ Mould在周一的报告中指出，黄金目前正处于自1971年以来的第三轮主要牛市中，而此前两次牛市都曾经历过多次大幅回调。</p><p style=\"text-align: justify;\">华泰报告指出，全球央行正持续增持黄金，预计2026-2030年每年新增需求约800吨，构成金价长期支撑。</p><p style=\"text-align: justify;\">若黄金在全球金融资产中的配置比例从当前约2.9%升至4.3%-4.8%，结合个人及机构投资存量增长与金融资产规模扩张，测算显示2026/2027/2028年金价预期值有望达到5463/6059/6848美元/盎司。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中国央行黄金储备\"十五连增\"，1月环比增持4万盎司，增持节奏略有加快</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中国央行黄金储备\"十五连增\"，1月环比增持4万盎司，增持节奏略有加快\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\">2026-02-07 10:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>国家外汇管理局统计数据显示，截至2026年1月末，我国外汇储备规模为33991亿美元，较2025年12月末上升412亿美元，升幅为1.23%。央行数据显示，中国1月末黄金储备报7419万盎司，12月末为7415万盎司，为连续第15个月增持黄金。</p></blockquote><p style=\"text-align: justify;\"><strong>2月7日，中国央行数据显示，中国1月末黄金储备报7419万盎司，12月末为7415万盎司，为连续第15个月增持黄金。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/336665c8897455aff1b78bf9124145ac\" tg-width=\"297\" tg-height=\"402\"/></p><p style=\"text-align: justify;\"><strong>从近期增持节奏看，这种温和增持态势已持续数月。去年11月末和12月末，黄金储备分别环比增加3万盎司，今年1月份环比增持4万盎司，略有上升。</strong></p><p style=\"text-align: justify;\"><strong>国家外汇管理局统计数据显示，截至2026年1月末，我国外汇储备规模为33991亿美元，较2025年12月末上升412亿美元，升幅为1.23%。</strong></p><p style=\"text-align: justify;\">2026年1月，受主要经济体财政政策、货币政策及预期等因素影响，美元指数下跌，全球主要金融资产价格总体上涨。汇率折算和资产价格变化等因素综合作用，当月外汇储备规模上升。</p><p style=\"text-align: justify;\">我国经济运行稳中有进，发展韧性进一步彰显，为外汇储备规模保持基本稳定提供支撑。</p><p style=\"text-align: justify;\">本周黄金收报4961美元，累涨1.38%，较1月份的历史高点仍跌超11%。华尔街分析师认为近期的剧烈波动更像是长期上涨趋势中的暂时性回调。</p><p style=\"text-align: justify;\">机构策略师指出，支撑金价的地缘政治紧张、贸易政策不确定性以及对债务的担忧并未消散。多家投行分析显示，当前的下跌并未破坏长期投资逻辑，反而可能是这一轮历史性牛市中的买入机会。</p><p style=\"text-align: justify;\">AJ Bell投资总监Russ Mould在周一的报告中指出，黄金目前正处于自1971年以来的第三轮主要牛市中，而此前两次牛市都曾经历过多次大幅回调。</p><p style=\"text-align: justify;\">华泰报告指出，全球央行正持续增持黄金，预计2026-2030年每年新增需求约800吨，构成金价长期支撑。</p><p style=\"text-align: justify;\">若黄金在全球金融资产中的配置比例从当前约2.9%升至4.3%-4.8%，结合个人及机构投资存量增长与金融资产规模扩张，测算显示2026/2027/2028年金价预期值有望达到5463/6059/6848美元/盎司。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c307757575ffe3d6ca9295ced646627f","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175619895","content_text":"国家外汇管理局统计数据显示，截至2026年1月末，我国外汇储备规模为33991亿美元，较2025年12月末上升412亿美元，升幅为1.23%。央行数据显示，中国1月末黄金储备报7419万盎司，12月末为7415万盎司，为连续第15个月增持黄金。2月7日，中国央行数据显示，中国1月末黄金储备报7419万盎司，12月末为7415万盎司，为连续第15个月增持黄金。从近期增持节奏看，这种温和增持态势已持续数月。去年11月末和12月末，黄金储备分别环比增加3万盎司，今年1月份环比增持4万盎司，略有上升。国家外汇管理局统计数据显示，截至2026年1月末，我国外汇储备规模为33991亿美元，较2025年12月末上升412亿美元，升幅为1.23%。2026年1月，受主要经济体财政政策、货币政策及预期等因素影响，美元指数下跌，全球主要金融资产价格总体上涨。汇率折算和资产价格变化等因素综合作用，当月外汇储备规模上升。我国经济运行稳中有进，发展韧性进一步彰显，为外汇储备规模保持基本稳定提供支撑。本周黄金收报4961美元，累涨1.38%，较1月份的历史高点仍跌超11%。华尔街分析师认为近期的剧烈波动更像是长期上涨趋势中的暂时性回调。机构策略师指出，支撑金价的地缘政治紧张、贸易政策不确定性以及对债务的担忧并未消散。多家投行分析显示，当前的下跌并未破坏长期投资逻辑，反而可能是这一轮历史性牛市中的买入机会。AJ Bell投资总监Russ Mould在周一的报告中指出，黄金目前正处于自1971年以来的第三轮主要牛市中，而此前两次牛市都曾经历过多次大幅回调。华泰报告指出，全球央行正持续增持黄金，预计2026-2030年每年新增需求约800吨，构成金价长期支撑。若黄金在全球金融资产中的配置比例从当前约2.9%升至4.3%-4.8%，结合个人及机构投资存量增长与金融资产规模扩张，测算显示2026/2027/2028年金价预期值有望达到5463/6059/6848美元/盎司。","news_type":1,"symbols_score_info":{"GCmain":2}},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}