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lawson 2026
IP属地：广东
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lawson 2026
lawson 2026
·
10-08
$SK海力士(SKHY)$
明天还会暴跌吗？
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533
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编组 21备份 2
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lawson 2026
lawson 2026
·
10-08
$SpaceX(SPCX)$
公司资金没能跟上步伐，严重影响开发速度。
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398
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编组 21备份 2
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lawson 2026
lawson 2026
·
10-08
$英伟达(NVDA)$
210-220才是正常价
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428
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编组 21备份 2
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lawson 2026
lawson 2026
·
10-08
$SpaceX(SPCX)$
机构操盘太假了，2次拉升引诱你们进去再下跌。
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339
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编组 21备份 2
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lawson 2026
lawson 2026
·
10-07
$SpaceX(SPCX)$
会不会3连跌？
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410
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编组 21备份 2
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lawson 2026
lawson 2026
·
10-07
$SK海力士(SKHY)$
会不会3连跌
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301
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编组 21备份 2
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lawson 2026
lawson 2026
·
10-07
$SK海力士(SKHY)$
盘中暴跌，储存承压
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348
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编组 21备份 2
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lawson 2026
lawson 2026
·
10-07
为什么跌？
AI+航天“双引擎”启动！高盛看高SpaceX至230美元
根据管理层的评论，高盛认为，SpaceX在2026年底前将地面算力规模扩大至2.4GW的可见度较高。高盛强调，星舰持续发射和部署将推动飞行器进行后续迭代和调整，使SpaceX能够持续取得进展并应对技术障碍。高盛在研报中重申对SpaceX的“买入”评级，12个月目标价由220美元上调至230美元，较上周五收盘价由近45%的上涨空间。
AI+航天“双引擎”启动！高盛看高SpaceX至230美元
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lawson 2026
lawson 2026
·
10-07
$SpaceX(SPCX)$
先清空吧
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184
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编组 21备份 2
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lawson 2026
lawson 2026
·
10-06
你怎么说都可以，提前说就好，不要马后炮
异动解读｜SK海力士盘中下跌3.23%，三星HBM4激进报价策略加剧竞争担忧
10月6日，SK海力士盘中下跌3.23%，成交额达4.84亿美元。消息面上，三星电子向主要客户提出的2027年HBM4供货报价为每Gb 4美元，超过目前HBM3E约1.50美元的三倍，三星试图以激进定价策略挑战SK海力士在HBM市场的主导格局。SK海力士是全球最大的存储半导体公司之一，从事先进存储半导体的设计、制造和销售，产品广泛应用于显卡、个人电脑、数据中心服务器、智能手机和平板电脑等设备。
异动解读｜SK海力士盘中下跌3.23%，三星HBM4激进报价策略加剧竞争担忧
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15:03","market":"sh","language":"zh","title":"AI+航天“双引擎”启动！高盛看高SpaceX至230美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2673225031","media":"智通财经","summary":"根据管理层的评论，高盛认为，SpaceX在2026年底前将地面算力规模扩大至2.4GW的可见度较高。高盛强调，星舰持续发射和部署将推动飞行器进行后续迭代和调整，使SpaceX能够持续取得进展并应对技术障碍。高盛在研报中重申对SpaceX的“买入”评级，12个月目标价由220美元上调至230美元，较上周五收盘价由近45%的上涨空间。","content":"<html><head></head><body><p>10月6日，在<a href=\"https://laohu8.com/S/SPCX\">SpaceX</a>即将于美东时间11月5日公布2026年第三季度业绩之前，高盛在近日发布的研报中基于公司近期交易活动、最新公开表态、以及关键企业用例和模型开发进展，更新并上调对该公司人工智能(AI)业务预测，包括算力容量、营收及利润率预测。随着公司持续保持高水平执行能力，高盛还将进一步梳理2026财年至2028财年潜在的算力变现情景，并认为，在更广泛的AI运营环境没有出现修正的情况下，未来6-18个月AI业务的预测仍相对保守(相较于市场一致预期)。此外，对于<a href=\"https://laohu8.com/S/000901\">航天</a>业务，高盛还讨论了近期的相关新闻，并思考随着未来几年发射频率和可重复使用能力持续提升，这些进展可能如何影响公司的长期发展机遇。</p><p>高盛围绕三个关键的投资者争论点/问题展开此次业绩前瞻：</p><p><strong>1、未来约12-18个月，投资者应如何看待地面算力基础设施的建设?</strong></p><p>根据管理层的评论，高盛认为，SpaceX在2026年底前将地面算力规模扩大至2.4GW的可见度较高。进入2027年，预计推动地面算力向5-10GW区间迈进的关键变量包括：(a)电力与冷却;(b)机房主体(即数据中心基础设施);以及(c)服务器容量。</p><p>其地面算力容量预计2027年底达到7.0GW、2028年底达到10.6GW。这三个变量目前都仍处于动态变化之中，高盛将关注未来几个月的进展，以此判断地面算力容量的发展情况。</p><p><strong>2、SpaceX能够从地面算力中实现怎样的变现水平(每GW对应多少营收)?</strong></p><p>考虑到近期一系列公司层面的进展(包括签署新的托管协议、基础模型改进等)，以及整个行业的动态(供需失衡、token需求持续增长等)，高盛仍然对SpaceX中期以较高费率实现算力基础设施变现的能力持乐观态度。高盛针对算力变现和托管协议提出了多种情景分析，并基于此认为，该公司未来几年AI业务营收存在较当前市场一致预期大幅上行的潜力。</p><p><strong>3、近期星舰发射应如何理解，以及其对连接和AI业务有何影响?</strong></p><p>高盛强调，星舰持续发射和部署将推动飞行器进行后续迭代和调整，使SpaceX能够持续取得进展并应对技术障碍。随着这些调整不断推进，预计该公司将越来越接近实现其在可重复使用能力和发射频率方面的目标。</p><p>此外，高盛认为，星舰将推动一系列具有重要意义的业务释放机会——包括当前的宽带/移动通信业务，以及未来的轨道算力业务——既能够提升容量(例如下行链路容量)，也能够改善单位经济效益。</p><p><strong>高盛在研报中重申对SpaceX的“买入”评级，12个月目标价由220美元上调至230美元，较上周五收盘价由近45%的上涨空间。</strong>该行继续认为，SpaceX在以下领域具备良好的扩张条件：<a href=\"https://laohu8.com/S/00031\">航天</a>业务(发射与可重复使用)、连接业务(宽带及移动卫星星座)以及AI业务(算力、X等)。在未来5年以上的时间跨度内，上述每一个市场都有潜力发展成为规模达数万亿美元的机会。</p><p>与此同时，高盛仍然看好合并后公司的垂直整合战略，以及由此形成的结构性成本和竞争优势。该行预计，这些优势将在未来几年进一步积累并增强发展势头。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI+航天“双引擎”启动！高盛看高SpaceX至230美元</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1503874.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f16a7a67d0d2e6f1e72c43b8fe10d226","relate_stocks":{"CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","SPAL":"2倍做多Space X ETF-GraniteShares","AIPO":"Defiance AI and Power Infrastructure ETF","SSPC":"2倍做空SpaceX ETF-Leverage Shares","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","BK4552":"Archegos爆仓风波概念","SNK":"2倍做空SpaceX ETF-GraniteShares","QTOC":"Innovator Growth Accelerated Plus ETF - October","ORBX":"Global X Space Tech ETF","SPCU":"2倍做多SpaceX ETF-Defiance","VTHR":"Vanguard Russell 3000 ETF","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","SPCQ":"2倍做空SpaceX 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2026","avatar":"https://static.tigerbbs.com/e40b48ce4fcd9a1e57a905d1be99e657","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4242749987287192","authorIdStr":"4242749987287192"},"themes":[],"title":"","htmlText":"你怎么说都可以，提前说就好，不要马后炮","listText":"你怎么说都可以，提前说就好，不要马后炮","text":"你怎么说都可以，提前说就好，不要马后炮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615558971969864","repostId":"1137260794","repostType":2,"repost":{"id":"1137260794","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1791293941,"share":"https://www.laohunote.com/m/news/1137260794?lang=zh_CN&edition=full","pubTime":"2026-10-06 21:39","market":"hk","language":"zh","title":"异动解读｜SK海力士盘中下跌3.23%，三星HBM4激进报价策略加剧竞争担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1137260794","media":"行情直击","summary":"10月6日，SK海力士盘中下跌3.23%，成交额达4.84亿美元。消息面上，三星电子向主要客户提出的2027年HBM4供货报价为每Gb 4美元，超过目前HBM3E约1.50美元的三倍，三星试图以激进定价策略挑战SK海力士在HBM市场的主导格局。SK海力士是全球最大的存储半导体公司之一，从事先进存储半导体的设计、制造和销售，产品广泛应用于显卡、个人电脑、数据中心服务器、智能手机和平板电脑等设备。","content":"<p><p>10月6日，SK海力士盘中下跌3.23%，成交额达4.84亿美元。消息面上，三星电子向主要客户提出的2027年HBM4供货报价为每Gb 4美元，超过目前HBM3E约1.50美元的三倍，三星试图以激进定价策略挑战SK海力士在HBM市场的主导格局。</p><p>此外，SK海力士美国子公司Solidigm潜在的上市计划仍悬而未决，市场忧虑独立上市将增加集团多层股权结构折价风险并稀释现有股东权益。期权市场方面，虽有Bull Put Spread看多布局出现，但整体波动仍然剧烈。</p><p>SK海力士是全球最大的存储半导体公司之一，从事先进存储半导体的设计、制造和销售，产品广泛应用于显卡、个人电脑、数据中心服务器、智能手机和平板电脑等设备。</p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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</p>\n<p class=\"h-time\">2026-10-06 21:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>10月6日，SK海力士盘中下跌3.23%，成交额达4.84亿美元。消息面上，三星电子向主要客户提出的2027年HBM4供货报价为每Gb 4美元，超过目前HBM3E约1.50美元的三倍，三星试图以激进定价策略挑战SK海力士在HBM市场的主导格局。</p><p>此外，SK海力士美国子公司Solidigm潜在的上市计划仍悬而未决，市场忧虑独立上市将增加集团多层股权结构折价风险并稀释现有股东权益。期权市场方面，虽有Bull Put Spread看多布局出现，但整体波动仍然剧烈。</p><p>SK海力士是全球最大的存储半导体公司之一，从事先进存储半导体的设计、制造和销售，产品广泛应用于显卡、个人电脑、数据中心服务器、智能手机和平板电脑等设备。</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SKHY":"SK海力士"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137260794","content_text":"10月6日，SK海力士盘中下跌3.23%，成交额达4.84亿美元。消息面上，三星电子向主要客户提出的2027年HBM4供货报价为每Gb 4美元，超过目前HBM3E约1.50美元的三倍，三星试图以激进定价策略挑战SK海力士在HBM市场的主导格局。此外，SK海力士美国子公司Solidigm潜在的上市计划仍悬而未决，市场忧虑独立上市将增加集团多层股权结构折价风险并稀释现有股东权益。期权市场方面，虽有Bull Put Spread看多布局出现，但整体波动仍然剧烈。SK海力士是全球最大的存储半导体公司之一，从事先进存储半导体的设计、制造和销售，产品广泛应用于显卡、个人电脑、数据中心服务器、智能手机和平板电脑等设备。","news_type":1,"symbols_score_info":{"SKHY":1}},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}