今天盘在光模块利空的_老虎社区_美港股上老虎

暮江天
08-05

今天盘在光模块利空的影响下，创业板大幅低开，随后逐步修复，日内AI从主空变成了主动做多，开盘和盘中并没任何基本面的变化，之所有会出现完全相反的两种波动，大概还是因量化对市场的深度影响，开得太高就单边抛压，开得太低就单边承接，这种反人性的节奏，也是以后要主动去适应的，题材方面，出现了很久没见的八板高度，明天就要考验没有大资金后，情绪能否承接得住了$首开股份(600376)$ $视觉中国(000681)$ $黄河旋风(600172)$ $剑桥科技(603083)$ $天齐锂业(002466)$

# 英特尔增发150亿跌4.1%,摊薄3%为何砸5%?

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":593518211379864,"tweetId":"593518211379864","gmtCreate":1785918591269,"gmtModify":1785918605399,"author":{"id":4181360194934562,"idStr":"4181360194934562","authorId":4181360194934562,"authorIdStr":"4181360194934562","name":"暮江天","avatar":"https://static.tigerbbs.com/e89470778b875076a078ae591f2edc7b","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":57,"starInvestorFlag":false},"themes":[{"themeId":"931dc2a7cbd6435a98b898fb3e7cc7fc","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"英特尔增发150亿跌4.1%,摊薄3%为何砸5%?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":931dc2a7cbd6435a98b898fb3e7cc7fc}&rnconfig={\"headerBarHidden\": true}","description":"英特尔周一收跌4.06%,消息是公司要增发约150亿美元股票为AI产能建设融资。账面上的摊薄只有约3%,但盘前一度被砸下5%,反应明显过头于稀释本身——市场真正在计价的是:重资产扩张需要不断补血,而代工客户的落地节奏还没跟上这个速度。上周它刚拿下一个值得关注的代工新客户,叙事本来在转暖。当扩产要靠股权融资来养,英特尔的AI故事该按成长还是按周期估?","image":"https://static.tigerbbs.com/9552ee6045168a9cefb30fc82946c07e"}],"images":[{"img":"https://static.tigerbbs.com/35950e99ee82a9517a34695726a2faa5","width":"757","height":"716"}],"coverImages":[{"img":"https://static.tigerbbs.com/35950e99ee82a9517a34695726a2faa5","width":"757","height":"716"}],"title":"","html":"<html><head></head><body><p>今天盘在光模块利空的影响下，创业板大幅低开，随后逐步修复，日内AI从主空变成了主动做多，开盘和盘中并没任何基本面的变化，之所有会出现完全相反的两种波动，大概还是因量化对市场的深度影响，开得太高就单边抛压，开得太低就单边承接，这种反人性的节奏，也是以后要主动去适应的，题材方面，出现了很久没见的八板高度，明天就要考验没有大资金后，情绪能否承接得住了<a href=\"https://laohu8.com/S/600376\">$首开股份(600376)$ </a>&nbsp;<a href=\"https://laohu8.com/S/000681\">$视觉中国(000681)$ </a>&nbsp;<a href=\"https://laohu8.com/S/600172\">$黄河旋风(600172)$ </a>&nbsp;<a href=\"https://laohu8.com/S/603083\">$剑桥科技(603083)$ </a>&nbsp;<a href=\"https://laohu8.com/S/002466\">$天齐锂业(002466)$ </a>&nbsp;</p><img src=\"https://static.tigerbbs.com/35950e99ee82a9517a34695726a2faa5\" tg-width=\"757\" tg-height=\"716\"></body></html>","htmlText":"<html><head></head><body><p>今天盘在光模块利空的影响下，创业板大幅低开，随后逐步修复，日内AI从主空变成了主动做多，开盘和盘中并没任何基本面的变化，之所有会出现完全相反的两种波动，大概还是因量化对市场的深度影响，开得太高就单边抛压，开得太低就单边承接，这种反人性的节奏，也是以后要主动去适应的，题材方面，出现了很久没见的八板高度，明天就要考验没有大资金后，情绪能否承接得住了<a href=\"https://laohu8.com/S/600376\">$首开股份(600376)$ </a>&nbsp;<a href=\"https://laohu8.com/S/000681\">$视觉中国(000681)$ </a>&nbsp;<a href=\"https://laohu8.com/S/600172\">$黄河旋风(600172)$ </a>&nbsp;<a href=\"https://laohu8.com/S/603083\">$剑桥科技(603083)$ </a>&nbsp;<a href=\"https://laohu8.com/S/002466\">$天齐锂业(002466)$ </a>&nbsp;</p><img src=\"https://static.tigerbbs.com/35950e99ee82a9517a34695726a2faa5\" tg-width=\"757\" tg-height=\"716\"></body></html>","text":"今天盘在光模块利空的影响下，创业板大幅低开，随后逐步修复，日内AI从主空变成了主动做多，开盘和盘中并没任何基本面的变化，之所有会出现完全相反的两种波动，大概还是因量化对市场的深度影响，开得太高就单边抛压，开得太低就单边承接，这种反人性的节奏，也是以后要主动去适应的，题材方面，出现了很久没见的八板高度，明天就要考验没有大资金后，情绪能否承接得住了$首开股份(600376)$ $视觉中国(000681)$ $黄河旋风(600172)$ $剑桥科技(603083)$ $天齐锂业(002466)$","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/593518211379864","repostId":0,"isVote":1,"tweetType":1,"viewCount":1770,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["603083","600172","002466","600376","000681","09696","06166"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":420,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}