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George.Zhu
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George.Zhu
George.Zhu
·
01-14
这篇文章不错，转发给大家看看
美国放宽对英伟达H200芯片出口中国的管制
当地时间1月13日，据美国联邦公报显示，美国放宽了对英伟达H200芯片出口到中国的监管规定。此前，美国总统特朗普通过社交媒体表示，美国政府将允许英伟达向中国出售H200人工智能芯片。据悉，上述对华销售将由美国商务部负责审批和安全审查，美方还将从相关交易中收取费用。
美国放宽对英伟达H200芯片出口中国的管制
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George.Zhu
George.Zhu
·
01-01
这篇文章不错，转发给大家看看
沃伦·巴菲特正式退休，卸任伯克希尔·哈撒韦首席执行官
1月1日，当地时间2025年12月31日，著名投资人沃伦·巴菲特正式退休，卸任$伯克希尔(BRK.A)$·哈撒韦首席执行官职务。
沃伦·巴菲特正式退休，卸任伯克希尔·哈撒韦首席执行官
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George.Zhu
George.Zhu
·
2025-12-24
这篇文章不错，转发给大家看看
英伟达云业务团队重组，聚焦内部AI开发，远离外部企业竞争
根据多位知情人士及内部备忘录，这次重组重新安排了英伟达云业务部门负责人及其他相关高管，一些员工则离职。黄仁勋在 2023 年 3 月英伟达年度开发者与客户大会上首次推出 DGX Cloud 服务。为了创建云服务，英伟达租用了主要云提供商的服务器，并按自家严格规格定制后，再租给 AI 开发者。此外，英伟达已采取多项措施为 $CoreWeave$、Lambda 等年轻云服务提供商提供资金支持，这些企业在某种程度上与 DGX Cloud 竞争。今年早些时候，英伟达已逐步退出这一新兴云业务。
英伟达云业务团队重组，聚焦内部AI开发，远离外部企业竞争
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George.Zhu
George.Zhu
·
2025-12-24
这篇文章不错，转发给大家看看
市场消息：英伟达放风春节前向中国客户交付H200芯片
美国总统特朗普12月8日宣布，允许英伟达向“经批准的客户”出口H200芯片，但不包括其更先进的Blackwell和即将发布的Rubin芯片。路透社此前报道称，美国政府已启动跨部门审查程序，评估对中国出口H200芯片的相关许可证申请，兑现了其允许该类芯片对华销售的承诺。
市场消息：英伟达放风春节前向中国客户交付H200芯片
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George.Zhu
George.Zhu
·
2025-12-24
这篇文章不错，转发给大家看看
美股成交额TOP20｜英伟达收涨3%，云业务战略进行重大调整；诺和诺德大涨逾7%，首款“口服版减肥神药”获批
周二美股成交额第1名英伟达收高3.01%，成交323.58亿美元。媒报道称，英伟达在公司CEO黄仁勋提出打造能与亚马逊AWS竞争的云服务愿景两年多后，对其云业务战略进行了重大调整，放弃了与这些大型云端公司正面竞争的计划。著名投资者凯西伍德及其旗下方舟投资公司持续减持特斯拉股票套现，而特斯拉股价于周一再创历史新高。 监管记录显示，这笔交易于12月18日执行，并于12月22日通过一份Form 4文件披露，使陈福阳直接持有的股份减少至约595638股。
美股成交额TOP20｜英伟达收涨3%，云业务战略进行重大调整；诺和诺德大涨逾7%，首款“口服版减肥神药”获批
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George.Zhu
George.Zhu
·
2025-12-02
这篇文章不错，转发给大家看看
美股异动 | 美股核电股拉升，Oklo涨超10%
12月2日，美股核电股上涨，$Oklo(OKLO)$涨超10%，$NANO Nuclear(NANO)$ Energy涨超8%，$NuScale Power(SMR)$、$Centrus Energy(LEU)$涨超6%。
美股异动 | 美股核电股拉升，Oklo涨超10%
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}\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美国放宽对英伟达H200芯片出口中国的管制\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-14 06:20 北京时间 <a href=https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=13259469099733890202&channelId=1017&toc_style_id=feeds_default&module=ccnews%3A%2F%2Fappclient%2Fpage%2Ffeeds%2Fdetail%3Furl%3Dhttps%253A%252F%252Fcontent-static.cctvnews.cctv.com%252Fsnow-book%252Findex.html%253Fitem_id%253D13259469099733890202%2526channelId%253D1017%2526toc_style_id%253Dfeeds_default><strong>央视新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当地时间1月13日，据美国联邦公报显示，美国放宽了对英伟达H200芯片出口到中国的监管规定。此前，美国总统特朗普通过社交媒体表示，美国政府将允许英伟达向中国出售H200人工智能芯片。据悉，上述对华销售将由美国商务部负责审批和安全审查，美方还将从相关交易中收取费用。</p>\n\n<a 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05:55","market":"us","language":"zh","title":"沃伦·巴菲特正式退休，卸任伯克希尔·哈撒韦首席执行官","url":"https://stock-news.laohu8.com/highlight/detail?id=1107873687","media":"央视新闻","summary":"1月1日，当地时间2025年12月31日，著名投资人沃伦·巴菲特正式退休，卸任$伯克希尔(BRK.A)$·哈撒韦首席执行官职务。","content":"<html><head></head><body><p style=\"text-align: justify;\">当地时间2025年12月31日，著名投资人沃伦·巴菲特正式退休，从知名投资机构伯克希尔-哈撒韦公司的首席执行官岗位上卸任。</p><p style=\"text-align: justify;\">沃伦·巴菲特现年95岁，常年担任知名投资公司伯克希尔-哈撒韦公司的首席执行官。在2025年11月，其宣布将在年底辞去相关职务，但会继续担任董事会主席，并保留“相当数量”的股份。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ebd5e7cb7ea75b53a6c569f27f3410e\" title=\"\" tg-width=\"1035\" tg-height=\"648\"/></p></body></html>","source":"lsy1568181200495","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>沃伦·巴菲特正式退休，卸任伯克希尔·哈撒韦首席执行官</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; 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.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沃伦·巴菲特正式退休，卸任伯克希尔·哈撒韦首席执行官\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-01 05:55 北京时间 <a href=https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&t=1767218306491&item_id=16796396578096208140&channelId=1119><strong>央视新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当地时间2025年12月31日，著名投资人沃伦·巴菲特正式退休，从知名投资机构伯克希尔-哈撒韦公司的首席执行官岗位上卸任。沃伦·巴菲特现年95岁，常年担任知名投资公司伯克希尔-哈撒韦公司的首席执行官。在2025年11月，其宣布将在年底辞去相关职务，但会继续担任董事会主席，并保留“相当数量”的股份。</p>\n\n<a href=\"https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&t=1767218306491&item_id=16796396578096208140&channelId=1119\">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/8ebd5e7cb7ea75b53a6c569f27f3410e","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&t=1767218306491&item_id=16796396578096208140&channelId=1119","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107873687","content_text":"当地时间2025年12月31日，著名投资人沃伦·巴菲特正式退休，从知名投资机构伯克希尔-哈撒韦公司的首席执行官岗位上卸任。沃伦·巴菲特现年95岁，常年担任知名投资公司伯克希尔-哈撒韦公司的首席执行官。在2025年11月，其宣布将在年底辞去相关职务，但会继续担任董事会主席，并保留“相当数量”的股份。","news_type":1,"symbols_score_info":{"BRK.B":0.9,"BRK.A":1}},"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514272128496264,"gmtCreate":1766530774308,"gmtModify":1766540119260,"author":{"id":"4224857872972930","authorId":"4224857872972930","name":"George.Zhu","avatar":"https://static.tigerbbs.com/7cde005461051875bf0044cc46a989ca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4224857872972930","authorIdStr":"4224857872972930"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514272128496264","repostId":"2593349891","repostType":2,"repost":{"id":"2593349891","kind":"highlight","pubTimestamp":1766511472,"share":"https://www.laohu8.com/m/news/2593349891?lang=zh_CN&edition=full","pubTime":"2025-12-24 01:37","market":"us","language":"zh","title":"英伟达云业务团队重组，聚焦内部AI开发，远离外部企业竞争","url":"https://stock-news.laohu8.com/highlight/detail?id=2593349891","media":"环球市场播报","summary":"根据多位知情人士及内部备忘录，这次重组重新安排了英伟达云业务部门负责人及其他相关高管，一些员工则离职。黄仁勋在 2023 年 3 月英伟达年度开发者与客户大会上首次推出 DGX Cloud 服务。为了创建云服务，英伟达租用了主要云提供商的服务器，并按自家严格规格定制后，再租给 AI 开发者。此外，英伟达已采取多项措施为 $CoreWeave$、Lambda 等年轻云服务提供商提供资金支持，这些企业在某种程度上与 DGX Cloud 竞争。今年早些时候，英伟达已逐步退出这一新兴云业务。","content":"<html><head></head><body><p>在<a href=\"https://laohu8.com/S/NVDA\">英伟达</a> CEO 黄仁勋提出开发可与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> AWS 竞争的云服务愿景两年多之后，他已逐步放弃与这些大型云厂商直接竞争。知情人士及一份内部备忘录显示，上周他对公司云业务团队进行了重组。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed084707bd7ebbaad45c9ef1dac7e5d1\" title=\"\" tg-width=\"539\" tg-height=\"334\"/></p><p>根据多位知情人士及内部备忘录，这次重组重新安排了英伟达云业务部门负责人及其他相关高管，一些员工则离职。</p><p>根据备忘录，Alexis Black Bjorlin 这位 2023 年从 <a href=\"https://laohu8.com/S/META\">Meta</a> 加入英伟达的高管，将在公司内部担任新的角色。英伟达云团队（由数百人组成）将并入英伟达的工程与运营组织，该组织由软件工程高级副总裁 Dwight Diercks 领导，并向黄仁勋汇报。</p><p>云团队 DGX Cloud 将主要服务于英伟达工程师对芯片的需求，用于开发开源 AI 模型，而不再专注于向外部企业客户销售云服务。</p><p>在此次重组中，英伟达较新的云服务 DGX Cloud Lepton 也将并入工程团队。该服务允许云提供商在英伟达运营的市场中列出未使用的服务器容量，但启动速度并不快。</p><p>黄仁勋在 2023 年 3 月英伟达年度开发者与客户大会上首次推出 DGX Cloud 服务。该计划旨在开辟新的收入来源，并与租用英伟达芯片的 AI 开发者建立直接联系（这些开发者通常通过 AWS、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和<a href=\"https://laohu8.com/S/MSFT\">微软</a>租用芯片）。</p><p>英伟达的卖点是，通过 DGX Cloud 使用其芯片能比云提供商自行配置的性能更好。</p><p>实际上，英伟达担心随着<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>、微软和亚马逊各自开发 AI 芯片，客户对英伟达芯片的依赖会下降，并可能转向这些替代品。直接与 AI 开发者建立关系，是英伟达对冲风险的策略。</p><p>该计划在纸面上具有很大潜力，英伟达也宣传了早期客户，如 <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>、<a href=\"https://laohu8.com/S/SAP\">SAP</a> 和 Amdocs。为了创建云服务，英伟达租用了主要云提供商的服务器，并按自家严格规格定制后，再租给 AI 开发者。</p><p><strong>面临的挑战</strong></p><p>多位前 DGX 团队员工表示，团队难以吸引客户。此外，由于 DGX Cloud 实际运行在 AWS 等不同云提供商的数据中心，要为客户提供故障排查支持非常困难：对某一设施的修复可能不适用于其他厂商的设施。</p><p>黄仁勋也不愿意扩大业务规模，以免触怒那些也是英伟达最大芯片客户的云提供商。此外，英伟达已采取多项措施为 <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>、Lambda 等年轻云服务提供商提供资金支持，这些企业在某种程度上与 DGX Cloud 竞争。</p><p>今年早些时候，英伟达已逐步退出这一新兴云业务。此前，该业务曾向投资者承诺可创造 1500 亿美元收入，超过 AWS 年收入。</p><p>尽管 Google 等尝试抢占市场份额，英伟达在 AI 芯片销售上仍然占据绝对主导地位。AWS 对其 Trainium AI 芯片进行了大幅折扣，并与 OpenAI 讨论交易方案，使 OpenAI 也可使用 Trainium 芯片。Meta 平台也在考虑投入数十亿美元购买谷歌的 AI 芯片（Tensor Processing Unit）。</p><p>英伟达也是 AWS、谷歌等云提供商购买的英伟达服务器的最大租用方之一。虽然英伟达曾尝试将这些服务器租给 DGX Cloud 客户，但同样也用于开发包括机器人和自动驾驶技术在内的多种 AI 模型。公司表示，未来几年计划花费 260 亿美元租用这些服务器。</p><p>英伟达发言人表示：“我们将继续投资 DGX Cloud，为前沿研发提供世界级基础设施，并为我们的云合作伙伴提供成功所需的软件能力。我们的目标一直是将 DGX Cloud 作为学习如何为生态系统合作伙伴构建系统的平台，这一点不会改变。”</p></body></html>","source":"sina_us","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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2023 年从 Meta 加入英伟达的高管，将在公司内部...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-12-23/doc-inhcuqei6863637.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed084707bd7ebbaad45c9ef1dac7e5d1","relate_stocks":{"LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) 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模型，而不再专注于向外部企业客户销售云服务。在此次重组中，英伟达较新的云服务 DGX Cloud Lepton 也将并入工程团队。该服务允许云提供商在英伟达运营的市场中列出未使用的服务器容量，但启动速度并不快。黄仁勋在 2023 年 3 月英伟达年度开发者与客户大会上首次推出 DGX Cloud 服务。该计划旨在开辟新的收入来源，并与租用英伟达芯片的 AI 开发者建立直接联系（这些开发者通常通过 AWS、谷歌和微软租用芯片）。英伟达的卖点是，通过 DGX Cloud 使用其芯片能比云提供商自行配置的性能更好。实际上，英伟达担心随着谷歌、微软和亚马逊各自开发 AI 芯片，客户对英伟达芯片的依赖会下降，并可能转向这些替代品。直接与 AI 开发者建立关系，是英伟达对冲风险的策略。该计划在纸面上具有很大潜力，英伟达也宣传了早期客户，如 ServiceNow、SAP 和 Amdocs。为了创建云服务，英伟达租用了主要云提供商的服务器，并按自家严格规格定制后，再租给 AI 开发者。面临的挑战多位前 DGX 团队员工表示，团队难以吸引客户。此外，由于 DGX Cloud 实际运行在 AWS 等不同云提供商的数据中心，要为客户提供故障排查支持非常困难：对某一设施的修复可能不适用于其他厂商的设施。黄仁勋也不愿意扩大业务规模，以免触怒那些也是英伟达最大芯片客户的云提供商。此外，英伟达已采取多项措施为 CoreWeave、Lambda 等年轻云服务提供商提供资金支持，这些企业在某种程度上与 DGX Cloud 竞争。今年早些时候，英伟达已逐步退出这一新兴云业务。此前，该业务曾向投资者承诺可创造 1500 亿美元收入，超过 AWS 年收入。尽管 Google 等尝试抢占市场份额，英伟达在 AI 芯片销售上仍然占据绝对主导地位。AWS 对其 Trainium AI 芯片进行了大幅折扣，并与 OpenAI 讨论交易方案，使 OpenAI 也可使用 Trainium 芯片。Meta 平台也在考虑投入数十亿美元购买谷歌的 AI 芯片（Tensor Processing Unit）。英伟达也是 AWS、谷歌等云提供商购买的英伟达服务器的最大租用方之一。虽然英伟达曾尝试将这些服务器租给 DGX Cloud 客户，但同样也用于开发包括机器人和自动驾驶技术在内的多种 AI 模型。公司表示，未来几年计划花费 260 亿美元租用这些服务器。英伟达发言人表示：“我们将继续投资 DGX Cloud，为前沿研发提供世界级基础设施，并为我们的云合作伙伴提供成功所需的软件能力。我们的目标一直是将 DGX Cloud 作为学习如何为生态系统合作伙伴构建系统的平台，这一点不会改变。”","news_type":1,"symbols_score_info":{"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.98,"NVDL":0.6,"NVDX":0.6,"3NVD.UK":0.6,"SNVD.UK":0.6,"NVDS":0.6,"NVIW.SI":0.6,"NVDD":0.6,"NVDU":0.6,"2NVD.UK":0.6,"NVDY":0.6,"NVDS.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514268585976696,"gmtCreate":1766530747912,"gmtModify":1766540119642,"author":{"id":"4224857872972930","authorId":"4224857872972930","name":"George.Zhu","avatar":"https://static.tigerbbs.com/7cde005461051875bf0044cc46a989ca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4224857872972930","authorIdStr":"4224857872972930"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514268585976696","repostId":"1101301792","repostType":2,"repost":{"id":"1101301792","kind":"news","pubTimestamp":1766530541,"share":"https://www.laohu8.com/m/news/1101301792?lang=zh_CN&edition=full","pubTime":"2025-12-24 06:55","market":"us","language":"zh","title":"市场消息：英伟达放风春节前向中国客户交付H200芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=1101301792","media":"环球时报","summary":"美国总统特朗普12月8日宣布，允许英伟达向“经批准的客户”出口H200芯片，但不包括其更先进的Blackwell和即将发布的Rubin芯片。路透社此前报道称，美国政府已启动跨部门审查程序，评估对中国出口H200芯片的相关许可证申请，兑现了其允许该类芯片对华销售的承诺。","content":"<html><head></head><body><p>据路透社报道，多位知情人士透露，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>已告知中国客户，计划于明年2月中旬，即中国农历春节前向中国客户交付其性能排名第二的人工智能（AI）芯片H200。其中两位消息人士称，英伟达计划动用库存履行首批订单，预计发货总量为5000至10000套芯片模组，相当于约4万至8万颗 H200芯片。</p><p style=\"text-align: justify;\">H200芯片是英伟达仅次于Blackwell系列的次顶级芯片，在拜登政府时期被禁止对华出口。美国总统特朗普12月8日宣布，允许英伟达向“经批准的客户”出口H200芯片，但不包括其更先进的Blackwell和即将发布的Rubin芯片。路透社此前报道称，美国政府已启动跨部门审查程序，评估对中国出口H200芯片的相关许可证申请，兑现了其允许该类芯片对华销售的承诺。</p><p style=\"text-align: justify;\">不过路透社称，能否顺利交付H200芯片仍存在较大不确定性，中方尚未批准任何一笔H200芯片的采购订单。英伟达发言人23日对《环球时报》记者表示：“我们正在持续管理供应链。向中国授权客户合规销售 H200芯片不会影响我们向全球客户供货的能力。”</p><p>据《华尔街日报》此前报道，对于是否解禁英伟达对华出口H200芯片，美国商务部长卢特尼克在内的一些白宫官员持支持态度，他们认为这可能是一个很好的折中方案，既能让英伟达与中国华为公司竞争，又不会让中国在AI领域超越美国。不过，美国民主党参议员伊丽莎白·沃伦和众议员格雷戈里·米克斯公开要求美国商务部公开更多许可证信息，以评估“获准出口的英伟达芯片是否会被用于军事领域”，并观察美国盟友及伙伴对此的反应。</p><p style=\"text-align: justify;\">12月9日，外交部发言人郭嘉昆在例行记者会上表示，已关注到美方相关动态。他说：“中方一贯主张中美通过合作实现互利共赢。”</p><p style=\"text-align: justify;\">业内有观点认为，在国产芯片崛起、政策也有意推动国产替代的大背景下，英伟达是否能在短期内重回中国市场仍难有定论。尤其是今年7月底，国家网信办就H20算力芯片漏洞后门安全风险约谈了英伟达。统筹发展与安全，中国或更倾向于依靠科技自立自强对核心关键技术进行攻关。 </p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/000931\">中关村</a>信息消费联盟理事长项立刚23日告诉《环球时报》记者，白宫希望放开禁令，维持英伟达业绩预期，提振美国股市；而一些国会议员站在反华立场上，希望继续在高科技上封锁中国。电信与互联网行业专家马继华表示，美国政府和英伟达急于重返中国市场，怕因中国芯片技术崛起而丧失市场竞争力和空间，也担心英伟达业绩下滑而刺破华尔街担心的AI泡沫。项立刚说，中国乐见美国在高科技出口上采取更加开放与合作的立场，但要保证向中国出口的芯片安全、环保、符合中国AI发展的应用要求，也要保持政策稳定性，为中国企业提供更加确定的市场预期。</p></body></html>","source":"lsy1568628563230","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>市场消息：英伟达放风春节前向中国客户交付H200芯片</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{ 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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市场消息：英伟达放风春节前向中国客户交付H200芯片\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-24 06:55 北京时间 <a href=https://world.huanqiu.com/article/4PfL7Ra3teQ><strong>环球时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据路透社报道，多位知情人士透露，英伟达已告知中国客户，计划于明年2月中旬，即中国农历春节前向中国客户交付其性能排名第二的人工智能（AI）芯片H200。其中两位消息人士称，英伟达计划动用库存履行首批订单，预计发货总量为5000至10000套芯片模组，相当于约4万至8万颗 H200芯片。H200芯片是英伟达仅次于Blackwell系列的次顶级芯片，在拜登政府时期被禁止对华出口。美国总统特朗普12月8日...</p>\n\n<a href=\"https://world.huanqiu.com/article/4PfL7Ra3teQ\">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/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"159813":"芯片","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","NVD2.UK":"2X NVIDIA ETP","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1989764664.SGD":"CPR Invest - Global 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ACC"},"source_url":"https://world.huanqiu.com/article/4PfL7Ra3teQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101301792","content_text":"据路透社报道，多位知情人士透露，英伟达已告知中国客户，计划于明年2月中旬，即中国农历春节前向中国客户交付其性能排名第二的人工智能（AI）芯片H200。其中两位消息人士称，英伟达计划动用库存履行首批订单，预计发货总量为5000至10000套芯片模组，相当于约4万至8万颗 H200芯片。H200芯片是英伟达仅次于Blackwell系列的次顶级芯片，在拜登政府时期被禁止对华出口。美国总统特朗普12月8日宣布，允许英伟达向“经批准的客户”出口H200芯片，但不包括其更先进的Blackwell和即将发布的Rubin芯片。路透社此前报道称，美国政府已启动跨部门审查程序，评估对中国出口H200芯片的相关许可证申请，兑现了其允许该类芯片对华销售的承诺。不过路透社称，能否顺利交付H200芯片仍存在较大不确定性，中方尚未批准任何一笔H200芯片的采购订单。英伟达发言人23日对《环球时报》记者表示：“我们正在持续管理供应链。向中国授权客户合规销售 H200芯片不会影响我们向全球客户供货的能力。”据《华尔街日报》此前报道，对于是否解禁英伟达对华出口H200芯片，美国商务部长卢特尼克在内的一些白宫官员持支持态度，他们认为这可能是一个很好的折中方案，既能让英伟达与中国华为公司竞争，又不会让中国在AI领域超越美国。不过，美国民主党参议员伊丽莎白·沃伦和众议员格雷戈里·米克斯公开要求美国商务部公开更多许可证信息，以评估“获准出口的英伟达芯片是否会被用于军事领域”，并观察美国盟友及伙伴对此的反应。12月9日，外交部发言人郭嘉昆在例行记者会上表示，已关注到美方相关动态。他说：“中方一贯主张中美通过合作实现互利共赢。”业内有观点认为，在国产芯片崛起、政策也有意推动国产替代的大背景下，英伟达是否能在短期内重回中国市场仍难有定论。尤其是今年7月底，国家网信办就H20算力芯片漏洞后门安全风险约谈了英伟达。统筹发展与安全，中国或更倾向于依靠科技自立自强对核心关键技术进行攻关。 中关村信息消费联盟理事长项立刚23日告诉《环球时报》记者，白宫希望放开禁令，维持英伟达业绩预期，提振美国股市；而一些国会议员站在反华立场上，希望继续在高科技上封锁中国。电信与互联网行业专家马继华表示，美国政府和英伟达急于重返中国市场，怕因中国芯片技术崛起而丧失市场竞争力和空间，也担心英伟达业绩下滑而刺破华尔街担心的AI泡沫。项立刚说，中国乐见美国在高科技出口上采取更加开放与合作的立场，但要保证向中国出口的芯片安全、环保、符合中国AI发展的应用要求，也要保持政策稳定性，为中国企业提供更加确定的市场预期。","news_type":1,"symbols_score_info":{"159813":1.5,"NVDA":1.5,"NVD3.UK":0.6,"NVDY":0.6,"NVD2.UK":0.6,"NVDU":0.6,"NVDS.UK":0.6,"NVDL":0.6,"NVDS":0.6,"2NVD.UK":0.6,"NVDD":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"NVD":0.6,"3NVD.UK":0.6,"NVDX":0.6}},"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514058513973264,"gmtCreate":1766528640515,"gmtModify":1766540119414,"author":{"id":"4224857872972930","authorId":"4224857872972930","name":"George.Zhu","avatar":"https://static.tigerbbs.com/7cde005461051875bf0044cc46a989ca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4224857872972930","authorIdStr":"4224857872972930"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514058513973264","repostId":"2593445693","repostType":2,"repost":{"id":"2593445693","kind":"news","pubTimestamp":1766528100,"share":"https://www.laohu8.com/m/news/2593445693?lang=zh_CN&edition=full","pubTime":"2025-12-24 06:15","market":"sg","language":"zh","title":"美股成交额TOP20｜英伟达收涨3%，云业务战略进行重大调整；诺和诺德大涨逾7%，首款“口服版减肥神药”获批","url":"https://stock-news.laohu8.com/highlight/detail?id=2593445693","media":"环球市场播报","summary":"周二美股成交额第1名英伟达收高3.01%，成交323.58亿美元。媒报道称，英伟达在公司CEO黄仁勋提出打造能与亚马逊AWS竞争的云服务愿景两年多后，对其云业务战略进行了重大调整，放弃了与这些大型云端公司正面竞争的计划。著名投资者凯西伍德及其旗下方舟投资公司持续减持特斯拉股票套现，而特斯拉股价于周一再创历史新高。 监管记录显示，这笔交易于12月18日执行，并于12月22日通过一份Form 4文件披露，使陈福阳直接持有的股份减少至约595638股。","content":"<html><head></head><body><p>周二美股成交额第1名<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>收高3.01%，成交323.58亿美元。媒报道称，英伟达在公司CEO黄仁勋提出打造能与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>AWS竞争的云服务愿景两年多后，对其云业务战略进行了重大调整，放弃了与这些大型云端公司正面竞争的计划。</p><p>英伟达于上周重组了云团队，将其云业务的核心DGX Cloud并入了工程与运营体系。此举表明英伟达的重心已从向外部企业客户销售云服务，转向满足公司内部研发对英伟达芯片的需求。</p><p>第2名<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>收跌0.65%，成交281.46亿美元。著名投资者凯西伍德及其旗下方舟投资公司持续减持特斯拉股票套现，而特斯拉股价于周一再创历史新高。</p><p>目前特斯拉仍处于买入区间，但分析师已下调其四季度汽车交付量预期。</p><p>根据方舟投资旗下交易所交易基金（ETF）的每日交易披露文件，伍德旗下的方舟创新ETF、方舟下一代互联网ETF以及方舟自动驾驶技术ETF在周一合计抛售60715股特斯拉股票，预估套现2967万美元。特斯拉仍是伍德及方舟投资旗下ETF的重仓股。</p><p>第3名<a href=\"https://laohu8.com/S/AVGO\">博通</a>收高2.30%，成交96.33亿美元。根据美国证券交易委员会（SEC）的一份文件，<a href=\"https://laohu8.com/S/600455\">博通</a>公司首席执行官兼总裁陈福阳（Hock Tan）出售了13万股股票，套现约4，238万美元。</p><p>监管记录显示，这笔交易于12月18日执行，并于12月22日通过一份Form 4文件披露，使陈福阳直接持有的股份减少至约595638股。此次减持是陈福阳及其他高管今年一系列股票出售中的最新一笔。加上此前的交易，博通高层管理人员今年累计内部人士减持总额已超过1亿美元。</p><p>公司文件和市场数据显示，陈福阳今年通过预定交易计划和股份转移安排，定期减持持股，以管理其高度集中的持股头寸。分析师表示，内部人士出售股票通常出于个人财务或税务规划考虑，而非对公司基本面看淡；但若出现集中减持，仍可能引起投资者关注。</p><p>第5名<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>收高1.48%，成交96.33亿美元。<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>母公司Alphabet日前与Intersect Power LLC达成了47.5亿美元的现金收购协议。</p><p>Google LLC的母公司还计划承担这家可再生能源公司的未偿债务。公司预计将在2026年上半年完成这笔交易。据这家搜索巨头表示，此次收购旨在加快其数据中心建设工作。</p><p>第9名<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>收高0.52%，成交54.35亿美元。据知情人士透露，Meta旗下的社交网络平台Threads即将推出播客预览功能，用户可以直接在信息流中上传节目片段进行播放。此举旨在鼓励播客主播及其粉丝在Threads上花费更多时间。</p><p>Threads此前推出了另一项与播客相关的功能——用户可以在个人资料页面添加节目链接，并在Apple Podcasts、iHeart或<a href=\"https://laohu8.com/S/SPOT\">Spotify</a>等平台打开收听。该公司希望通过吸引播客主播，围绕他们的节目建立起社群。Threads负责人Connor Hayes表示，如果播客主播积极参与这项服务，Threads将成为听众和观众在线讨论节目的<a href=\"https://laohu8.com/S/LI\">理想</a>平台，从而提升其吸引力。</p><p>第14名<a href=\"https://laohu8.com/S/NVO\">诺和诺德</a>收高7.30%，成交34.51亿美元。这家公司获准在美国销售重磅减肥药注射用Wegovy的片剂版本，并称将于1月初在美国开始销售这种片剂。这是首个获批用于体重管理的口服GLP-1受体激动剂药物。</p><p>第16名<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>收跌3.92%，成交24.89亿美元。周二比特币短线跌破8.7万美元，日内跌超3%，以太坊日内跌近5%。受此影响，周二美股加密货币概念股走弱。</p><p>第19名<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>收高0.88%，成交21.47亿美元。据知情人士透露，摩根大通正考虑向机构客户提供加密货币交易服务，此举凸显华尔街银行在数字资产领域的参与度日益提升。</p><p>据相关报道披露，摩根大通正在对其市场业务进行全面评估，旨在探索能够推出的服务类型，从而进一步扩大自身在加密货币市场的影响力，这些服务范围或许会涵盖现货交易以及衍生品交易等多个领域。不过，目前相关努力尚处于初步探索阶段，具体计划的制定将取决于市场是否有足够的需求来支撑任何一款特定产品的推出。</p></body></html>","source":"sina","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>美股成交额TOP20｜英伟达收涨3%，云业务战略进行重大调整；诺和诺德大涨逾7%，首款“口服版减肥神药”获批</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股成交额TOP20｜英伟达收涨3%，云业务战略进行重大调整；诺和诺德大涨逾7%，首款“口服版减肥神药”获批\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-24 06:15 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2025-12-24/doc-inhcvvxw0181516.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周二美股成交额第1名英伟达收高3.01%，成交323.58亿美元。媒报道称，英伟达在公司CEO黄仁勋提出打造能与亚马逊AWS竞争的云服务愿景两年多后，对其云业务战略进行了重大调整，放弃了与这些大型云端公司正面竞争的计划。英伟达于上周重组了云团队，将其云业务的核心DGX Cloud并入了工程与运营体系。此举表明英伟达的重心已从向外部企业客户销售云服务，转向满足公司内部研发对英伟达芯片的需求。第2名...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-12-24/doc-inhcvvxw0181516.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"MSTR":"Strategy","NVDA":"英伟达","NVO":"诺和诺德"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-12-24/doc-inhcvvxw0181516.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2593445693","content_text":"周二美股成交额第1名英伟达收高3.01%，成交323.58亿美元。媒报道称，英伟达在公司CEO黄仁勋提出打造能与亚马逊AWS竞争的云服务愿景两年多后，对其云业务战略进行了重大调整，放弃了与这些大型云端公司正面竞争的计划。英伟达于上周重组了云团队，将其云业务的核心DGX Cloud并入了工程与运营体系。此举表明英伟达的重心已从向外部企业客户销售云服务，转向满足公司内部研发对英伟达芯片的需求。第2名特斯拉收跌0.65%，成交281.46亿美元。著名投资者凯西伍德及其旗下方舟投资公司持续减持特斯拉股票套现，而特斯拉股价于周一再创历史新高。目前特斯拉仍处于买入区间，但分析师已下调其四季度汽车交付量预期。根据方舟投资旗下交易所交易基金（ETF）的每日交易披露文件，伍德旗下的方舟创新ETF、方舟下一代互联网ETF以及方舟自动驾驶技术ETF在周一合计抛售60715股特斯拉股票，预估套现2967万美元。特斯拉仍是伍德及方舟投资旗下ETF的重仓股。第3名博通收高2.30%，成交96.33亿美元。根据美国证券交易委员会（SEC）的一份文件，博通公司首席执行官兼总裁陈福阳（Hock Tan）出售了13万股股票，套现约4，238万美元。监管记录显示，这笔交易于12月18日执行，并于12月22日通过一份Form 4文件披露，使陈福阳直接持有的股份减少至约595638股。此次减持是陈福阳及其他高管今年一系列股票出售中的最新一笔。加上此前的交易，博通高层管理人员今年累计内部人士减持总额已超过1亿美元。公司文件和市场数据显示，陈福阳今年通过预定交易计划和股份转移安排，定期减持持股，以管理其高度集中的持股头寸。分析师表示，内部人士出售股票通常出于个人财务或税务规划考虑，而非对公司基本面看淡；但若出现集中减持，仍可能引起投资者关注。第5名谷歌A收高1.48%，成交96.33亿美元。谷歌母公司Alphabet日前与Intersect Power LLC达成了47.5亿美元的现金收购协议。Google LLC的母公司还计划承担这家可再生能源公司的未偿债务。公司预计将在2026年上半年完成这笔交易。据这家搜索巨头表示，此次收购旨在加快其数据中心建设工作。第9名Meta Platforms收高0.52%，成交54.35亿美元。据知情人士透露，Meta旗下的社交网络平台Threads即将推出播客预览功能，用户可以直接在信息流中上传节目片段进行播放。此举旨在鼓励播客主播及其粉丝在Threads上花费更多时间。Threads此前推出了另一项与播客相关的功能——用户可以在个人资料页面添加节目链接，并在Apple Podcasts、iHeart或Spotify等平台打开收听。该公司希望通过吸引播客主播，围绕他们的节目建立起社群。Threads负责人Connor Hayes表示，如果播客主播积极参与这项服务，Threads将成为听众和观众在线讨论节目的理想平台，从而提升其吸引力。第14名诺和诺德收高7.30%，成交34.51亿美元。这家公司获准在美国销售重磅减肥药注射用Wegovy的片剂版本，并称将于1月初在美国开始销售这种片剂。这是首个获批用于体重管理的口服GLP-1受体激动剂药物。第16名Strategy收跌3.92%，成交24.89亿美元。周二比特币短线跌破8.7万美元，日内跌超3%，以太坊日内跌近5%。受此影响，周二美股加密货币概念股走弱。第19名摩根大通收高0.88%，成交21.47亿美元。据知情人士透露，摩根大通正考虑向机构客户提供加密货币交易服务，此举凸显华尔街银行在数字资产领域的参与度日益提升。据相关报道披露，摩根大通正在对其市场业务进行全面评估，旨在探索能够推出的服务类型，从而进一步扩大自身在加密货币市场的影响力，这些服务范围或许会涵盖现货交易以及衍生品交易等多个领域。不过，目前相关努力尚处于初步探索阶段，具体计划的制定将取决于市场是否有足够的需求来支撑任何一款特定产品的推出。","news_type":1,"symbols_score_info":{"NVO":1.5,"NVDA":1.5,"MSTR":2}},"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506698023399744,"gmtCreate":1764687947138,"gmtModify":1764689174167,"author":{"id":"4224857872972930","authorId":"4224857872972930","name":"George.Zhu","avatar":"https://static.tigerbbs.com/7cde005461051875bf0044cc46a989ca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4224857872972930","authorIdStr":"4224857872972930"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506698023399744","repostId":"1115116675","repostType":2,"repost":{"id":"1115116675","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":1764687885,"share":"https://www.laohu8.com/m/news/1115116675?lang=zh_CN&edition=full","pubTime":"2025-12-02 23:04","market":"us","language":"zh","title":"美股异动 | 美股核电股拉升，Oklo涨超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1115116675","media":"老虎资讯综合","summary":"12月2日，美股核电股上涨，$Oklo(OKLO)$涨超10%，$NANO Nuclear(NANO)$ Energy涨超8%，$NuScale Power(SMR)$、$Centrus Energy(LEU)$涨超6%。","content":"<html><head></head><body><p>12月2日，美股核电股上涨，<a href=\"https://laohu8.com/S/OKLO\">Oklo</a>涨超10%，<a href=\"https://laohu8.com/S/NANO\">NANO Nuclear</a> Energy涨超8%，<a href=\"https://laohu8.com/S/SMR\">NuScale Power</a>、<a href=\"https://laohu8.com/S/LEU\">Centrus Energy</a>涨超6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32801b850f1744dd51249911b4b70cf7\" title=\"\" tg-width=\"906\" tg-height=\"559\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股异动 | 美股核电股拉升，Oklo涨超10%</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; 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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 | 美股核电股拉升，Oklo涨超10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-12-02 23:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月2日，美股核电股上涨，<a href=\"https://laohu8.com/S/OKLO\">Oklo</a>涨超10%，<a href=\"https://laohu8.com/S/NANO\">NANO Nuclear</a> Energy涨超8%，<a href=\"https://laohu8.com/S/SMR\">NuScale Power</a>、<a href=\"https://laohu8.com/S/LEU\">Centrus Energy</a>涨超6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32801b850f1744dd51249911b4b70cf7\" title=\"\" tg-width=\"906\" tg-height=\"559\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a23b1b028e2f25f98646f15d5bc56bea","relate_stocks":{"LEU":"Centrus Energy Corp.","SMR":"NuScale Power","OKLO":"Oklo Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115116675","content_text":"12月2日，美股核电股上涨，Oklo涨超10%，NANO Nuclear Energy涨超8%，NuScale Power、Centrus Energy涨超6%。","news_type":1,"symbols_score_info":{"SMR":1,"LEU":1,"OKLO":1}},"isVote":1,"tweetType":1,"viewCount":1188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}