英特尔又躺枪了，CE_老虎社区_美港股上老虎 - 老虎社区

英特尔又躺枪了，CEO存在严重利益冲突，必须辞职，没有其他办法。。。真够横的！

盘前 | 加密货币概念股走高，GameSquare涨超5%，SharpLink Gaming涨超4%

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。

精彩评论

熊出没请小心
08-07
熊出没请小心
CEO辞职算了，看来只有白人懂王才放心[开心]

发表看法

1

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":465076438720584,"tweetId":"465076438720584","gmtCreate":1754569322820,"gmtModify":1754569324922,"author":{"id":3482067580708416,"idStr":"3482067580708416","authorId":3482067580708416,"authorIdStr":"3482067580708416","name":"BenjaminGuo","avatar":"https://static.tigerbbs.com/a9e543ca7cde83fa4334413764d490a6","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>英特尔又躺枪了，CEO存在严重利益冲突，必须辞职，没有其他办法。。。真够横的！</p></body></html>","htmlText":"<html><head></head><body><p>英特尔又躺枪了，CEO存在严重利益冲突，必须辞职，没有其他办法。。。真够横的！</p></body></html>","text":"英特尔又躺枪了，CEO存在严重利益冲突，必须辞职，没有其他办法。。。真够横的！","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/465076438720584","repostId":1189722278,"repostType":2,"repost":{"id":"1189722278","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":1754568709,"share":"https://www.laohu8.com/m/news/1189722278?lang=&edition=full","pubTime":"2025-08-07 20:11","market":"us","language":"zh","title":"盘前 | 加密货币概念股走高，GameSquare涨超5%，SharpLink Gaming涨超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1189722278","media":"老虎资讯综合","summary":"个股方面半导体概念股上涨，台积电、美光科技涨超4%，苹果涨超2%，AMD、英伟达涨超1%，此前特朗普表示拟对芯片产品征收100%关税，但将在美国本土建厂的企业可获豁免。加密货币概念股走高，GameSquare涨超5%，$SharpLink Gaming$ 涨超4%，$Circle Internet Corp.$涨超3%， $Coinbase Global, Inc.$涨超2%，Strategy、MARA涨1%。礼来盘前暴跌逾7%，诺和诺德涨超8%！消息称实验显示礼来口服药物Orforglipron平均减重11.2%，低于预期。","content":"<html><head></head><body><p>8月7日周四，美股三大股指期货在盘前时段拉升上涨。纳指100指数期货涨0.33%，报23501点，标普500指数期货涨0.33%，报6391.75点，道琼斯指数期货微涨0.12%，报44363点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/842595a2cae0c3de6ce0b387026e04b9\" tg-width=\"553\" tg-height=\"166\"/></p><h3 id=\"id_379763976\">个股方面</h3><p>半导体概念股上涨，台积电、美光科技涨超4%，苹果涨超2%，AMD、英伟达涨超1%，此前特朗普表示拟对芯片产品征收100%关税，但将在美国本土建厂的企业可获豁免。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea73f80b44f0171676685d43b6b50894\" tg-width=\"321\" tg-height=\"261\"/></p><p>加密货币概念股走高，GameSquare涨超5%，<a href=\"https://laohu8.com/S/SBET\">SharpLink Gaming</a> 涨超4%，<a href=\"https://laohu8.com/S/CRCL\">Circle Internet Corp.</a>涨超3%， <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a>涨超2%，Strategy、MARA涨1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec1509e4585eba0176398cb7f8c91458\" tg-width=\"319\" tg-height=\"263\"/></p><p>消息方面：特朗普将于周四签署一项行政命令，允许私募基金、地产、加密货币以及其他另类资产纳入401(K)退休帐户。特朗普的行政命令将指示劳工部重新评估退休计划中另类资产投资的指引。</p><p><a href=\"https://laohu8.com/S/DUOL\">多邻国</a>盘前涨超25%，<a href=\"https://laohu8.com/S/QTWO\">Q2</a>营收同比增长41%，上调全年业绩指引；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/878dab7c6a33b4c32193c74f7e0acc7d\" tg-width=\"247\" tg-height=\"105\"/></p><p>Aris Water Solutions盘前涨超22%，页岩管道运营商Western Midstream同意以约15亿美元的现金和股票形式收购<a href=\"https://laohu8.com/S/ARIS\">Aris Water</a> Solutions，此举旨在将其业务拓展至二叠纪盆地蓬勃发展的水处理领域。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a8b50ec5a74af0d06874f1185b2a8ba\" tg-width=\"248\" tg-height=\"107\"/></p><p>消息方面：Western Midstream 宣布以每股 0.625 股自身普通股或 25 美元现金（较前日收盘价溢价 23%）收购 Aris Water Solutions，现金支付上限为 4.15 亿美元。通过此次交易，Western Midstream（其最大股东为西方石油）将获得 Aris 在北美核心产油区二叠纪盆地运营的约 790 英里废水管道网络（日处理能力达 180 万桶），成为该地区主要的水资源处理商。此举意义重大，因为二叠纪盆地每产一桶原油需处理约五桶废水，随着过去 15 年该地区水处理量激增 7 倍多，管道输送和地下回注的废水处理业务已成为石油生产不可或缺且日益关键的环节。</p><p><a href=\"https://laohu8.com/S/DASH\">DoorDash</a>盘前涨超8%，二季度营收超预期，同比增长25%；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f599cbb46afff82e52cc4682e0581f02\" tg-width=\"248\" tg-height=\"101\"/></p><p><a href=\"https://laohu8.com/S/DKNG\">DraftKings</a>涨超8%，<a href=\"https://laohu8.com/S/QTWO\">Q2</a>业绩超预期；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cac3d0c6b233def3a9b1ac686314e13\" tg-width=\"249\" tg-height=\"106\"/></p><p>稀土概念股<a href=\"https://laohu8.com/S/MP\">MP Materials</a>盘前涨超6%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>此前宣布在美追加千亿投资，该公司是苹果稀土磁体供应商；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f1a1e19cf6d0eb0c617f253103456b7\" tg-width=\"250\" tg-height=\"106\"/></p><p><a href=\"https://laohu8.com/S/ABNB\">爱彼迎</a>盘前跌超6%，Q2业绩超预期，上调Q3指引但警告下半年增长承压；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4de4b38f558587cad5a366679674eca5\" tg-width=\"242\" tg-height=\"103\"/></p><p><a href=\"https://laohu8.com/S/FTNT\">飞塔信息</a>盘前重挫20%，Q2超预期但Q3指引保守。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fad07d50c13ca4b3204cc0aebcd0d076\" tg-width=\"247\" tg-height=\"106\"/></p><p>飞塔信息二季度营收16.3亿美元（同比增14%），每股收益0.64美元和运营利润率33.1%均超预期；关键增长引擎账单金额同比增15%至17.8亿美元，细分业务（SASE增22%，SecOps增35%）及未履约合同增长显著（总额66.42亿增12%）。但公司对第三季度的营收指引中值略低于市场预期，全年账单收入预期中值74.5亿美元明显高于市场预估。</p><p>英特尔盘前短线急速下跌超3%，美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职。这个问题没有其他解决办法。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5443f3ad1d381539860babe605a9721\" tg-width=\"215\" tg-height=\"111\"/></p><p>NEBIUS盘前拉升涨9%，二季度营收1.05亿美元，同比大增625%</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd538469aecfc16c2f8ef1074a8bb364\" tg-width=\"245\" tg-height=\"111\"/></p><p>消息方面：Nebius发布2025年第二季度财务报告收入表现强劲，第二季度营收达1.051亿美元，同比（YoY）激增625%，环比（QoQ）增长106%；上半年累计收入1.56亿美元，同比增幅达545%。</p><p>礼来盘前暴跌逾7%，诺和诺德涨超8%！消息称实验显示礼来口服药物Orforglipron平均减重11.2%，低于预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/11d6af682376ac7ff693f9f23166f73e\" tg-width=\"246\" tg-height=\"107\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c74f29d89d69815175d35b25ef0e142f\" tg-width=\"241\" tg-height=\"102\"/></p><h3 id=\"id_839683226\">大宗商品走势</h3><p>国际油价上涨0.61%，报64.74美元/桶。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3fd67d6ab5be709f023ead1e83c9674\" tg-width=\"263\" tg-height=\"85\"/></p><p>金价涨0.48%，报3,450美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e34fbd88613733bc158fb933a557c991\" tg-width=\"268\" tg-height=\"84\"/></p><p>白银涨1.67%，报38.53元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/033927bc6840bd3b7b0b49407707a1e9\" tg-width=\"257\" tg-height=\"84\"/></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>盘前 | 加密货币概念股走高，GameSquare涨超5%，SharpLink Gaming涨超4%</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盘前 | 加密货币概念股走高，GameSquare涨超5%，SharpLink Gaming涨超4%\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\">2025-08-07 20:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月7日周四，美股三大股指期货在盘前时段拉升上涨。纳指100指数期货涨0.33%，报23501点，标普500指数期货涨0.33%，报6391.75点，道琼斯指数期货微涨0.12%，报44363点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/842595a2cae0c3de6ce0b387026e04b9\" tg-width=\"553\" tg-height=\"166\"/></p><h3 id=\"id_379763976\">个股方面</h3><p>半导体概念股上涨，台积电、美光科技涨超4%，苹果涨超2%，AMD、英伟达涨超1%，此前特朗普表示拟对芯片产品征收100%关税，但将在美国本土建厂的企业可获豁免。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea73f80b44f0171676685d43b6b50894\" tg-width=\"321\" tg-height=\"261\"/></p><p>加密货币概念股走高，GameSquare涨超5%，<a href=\"https://laohu8.com/S/SBET\">SharpLink Gaming</a> 涨超4%，<a href=\"https://laohu8.com/S/CRCL\">Circle Internet Corp.</a>涨超3%， <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a>涨超2%，Strategy、MARA涨1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec1509e4585eba0176398cb7f8c91458\" tg-width=\"319\" tg-height=\"263\"/></p><p>消息方面：特朗普将于周四签署一项行政命令，允许私募基金、地产、加密货币以及其他另类资产纳入401(K)退休帐户。特朗普的行政命令将指示劳工部重新评估退休计划中另类资产投资的指引。</p><p><a href=\"https://laohu8.com/S/DUOL\">多邻国</a>盘前涨超25%，<a href=\"https://laohu8.com/S/QTWO\">Q2</a>营收同比增长41%，上调全年业绩指引；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/878dab7c6a33b4c32193c74f7e0acc7d\" tg-width=\"247\" tg-height=\"105\"/></p><p>Aris Water Solutions盘前涨超22%，页岩管道运营商Western Midstream同意以约15亿美元的现金和股票形式收购<a href=\"https://laohu8.com/S/ARIS\">Aris Water</a> Solutions，此举旨在将其业务拓展至二叠纪盆地蓬勃发展的水处理领域。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a8b50ec5a74af0d06874f1185b2a8ba\" tg-width=\"248\" tg-height=\"107\"/></p><p>消息方面：Western Midstream 宣布以每股 0.625 股自身普通股或 25 美元现金（较前日收盘价溢价 23%）收购 Aris Water Solutions，现金支付上限为 4.15 亿美元。通过此次交易，Western Midstream（其最大股东为西方石油）将获得 Aris 在北美核心产油区二叠纪盆地运营的约 790 英里废水管道网络（日处理能力达 180 万桶），成为该地区主要的水资源处理商。此举意义重大，因为二叠纪盆地每产一桶原油需处理约五桶废水，随着过去 15 年该地区水处理量激增 7 倍多，管道输送和地下回注的废水处理业务已成为石油生产不可或缺且日益关键的环节。</p><p><a href=\"https://laohu8.com/S/DASH\">DoorDash</a>盘前涨超8%，二季度营收超预期，同比增长25%；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f599cbb46afff82e52cc4682e0581f02\" tg-width=\"248\" tg-height=\"101\"/></p><p><a href=\"https://laohu8.com/S/DKNG\">DraftKings</a>涨超8%，<a href=\"https://laohu8.com/S/QTWO\">Q2</a>业绩超预期；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cac3d0c6b233def3a9b1ac686314e13\" tg-width=\"249\" tg-height=\"106\"/></p><p>稀土概念股<a href=\"https://laohu8.com/S/MP\">MP Materials</a>盘前涨超6%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>此前宣布在美追加千亿投资，该公司是苹果稀土磁体供应商；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f1a1e19cf6d0eb0c617f253103456b7\" tg-width=\"250\" tg-height=\"106\"/></p><p><a href=\"https://laohu8.com/S/ABNB\">爱彼迎</a>盘前跌超6%，Q2业绩超预期，上调Q3指引但警告下半年增长承压；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4de4b38f558587cad5a366679674eca5\" tg-width=\"242\" tg-height=\"103\"/></p><p><a href=\"https://laohu8.com/S/FTNT\">飞塔信息</a>盘前重挫20%，Q2超预期但Q3指引保守。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fad07d50c13ca4b3204cc0aebcd0d076\" tg-width=\"247\" tg-height=\"106\"/></p><p>飞塔信息二季度营收16.3亿美元（同比增14%），每股收益0.64美元和运营利润率33.1%均超预期；关键增长引擎账单金额同比增15%至17.8亿美元，细分业务（SASE增22%，SecOps增35%）及未履约合同增长显著（总额66.42亿增12%）。但公司对第三季度的营收指引中值略低于市场预期，全年账单收入预期中值74.5亿美元明显高于市场预估。</p><p>英特尔盘前短线急速下跌超3%，美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职。这个问题没有其他解决办法。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5443f3ad1d381539860babe605a9721\" tg-width=\"215\" tg-height=\"111\"/></p><p>NEBIUS盘前拉升涨9%，二季度营收1.05亿美元，同比大增625%</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd538469aecfc16c2f8ef1074a8bb364\" tg-width=\"245\" tg-height=\"111\"/></p><p>消息方面：Nebius发布2025年第二季度财务报告收入表现强劲，第二季度营收达1.051亿美元，同比（YoY）激增625%，环比（QoQ）增长106%；上半年累计收入1.56亿美元，同比增幅达545%。</p><p>礼来盘前暴跌逾7%，诺和诺德涨超8%！消息称实验显示礼来口服药物Orforglipron平均减重11.2%，低于预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/11d6af682376ac7ff693f9f23166f73e\" tg-width=\"246\" tg-height=\"107\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c74f29d89d69815175d35b25ef0e142f\" tg-width=\"241\" tg-height=\"102\"/></p><h3 id=\"id_839683226\">大宗商品走势</h3><p>国际油价上涨0.61%，报64.74美元/桶。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3fd67d6ab5be709f023ead1e83c9674\" tg-width=\"263\" tg-height=\"85\"/></p><p>金价涨0.48%，报3,450美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e34fbd88613733bc158fb933a557c991\" tg-width=\"268\" tg-height=\"84\"/></p><p>白银涨1.67%，报38.53元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/033927bc6840bd3b7b0b49407707a1e9\" tg-width=\"257\" tg-height=\"84\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7a333e60f09b7b3e09b914d4d15b1a58","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189722278","content_text":"8月7日周四，美股三大股指期货在盘前时段拉升上涨。纳指100指数期货涨0.33%，报23501点，标普500指数期货涨0.33%，报6391.75点，道琼斯指数期货微涨0.12%，报44363点。个股方面半导体概念股上涨，台积电、美光科技涨超4%，苹果涨超2%，AMD、英伟达涨超1%，此前特朗普表示拟对芯片产品征收100%关税，但将在美国本土建厂的企业可获豁免。加密货币概念股走高，GameSquare涨超5%，SharpLink Gaming 涨超4%，Circle Internet Corp.涨超3%， Coinbase Global, Inc.涨超2%，Strategy、MARA涨1%。消息方面：特朗普将于周四签署一项行政命令，允许私募基金、地产、加密货币以及其他另类资产纳入401(K)退休帐户。特朗普的行政命令将指示劳工部重新评估退休计划中另类资产投资的指引。多邻国盘前涨超25%，Q2营收同比增长41%，上调全年业绩指引；Aris Water Solutions盘前涨超22%，页岩管道运营商Western Midstream同意以约15亿美元的现金和股票形式收购Aris Water Solutions，此举旨在将其业务拓展至二叠纪盆地蓬勃发展的水处理领域。消息方面：Western Midstream 宣布以每股 0.625 股自身普通股或 25 美元现金（较前日收盘价溢价 23%）收购 Aris Water Solutions，现金支付上限为 4.15 亿美元。通过此次交易，Western Midstream（其最大股东为西方石油）将获得 Aris 在北美核心产油区二叠纪盆地运营的约 790 英里废水管道网络（日处理能力达 180 万桶），成为该地区主要的水资源处理商。此举意义重大，因为二叠纪盆地每产一桶原油需处理约五桶废水，随着过去 15 年该地区水处理量激增 7 倍多，管道输送和地下回注的废水处理业务已成为石油生产不可或缺且日益关键的环节。DoorDash盘前涨超8%，二季度营收超预期，同比增长25%；DraftKings涨超8%，Q2业绩超预期；稀土概念股MP Materials盘前涨超6%，苹果此前宣布在美追加千亿投资，该公司是苹果稀土磁体供应商；爱彼迎盘前跌超6%，Q2业绩超预期，上调Q3指引但警告下半年增长承压；飞塔信息盘前重挫20%，Q2超预期但Q3指引保守。飞塔信息二季度营收16.3亿美元（同比增14%），每股收益0.64美元和运营利润率33.1%均超预期；关键增长引擎账单金额同比增15%至17.8亿美元，细分业务（SASE增22%，SecOps增35%）及未履约合同增长显著（总额66.42亿增12%）。但公司对第三季度的营收指引中值略低于市场预期，全年账单收入预期中值74.5亿美元明显高于市场预估。英特尔盘前短线急速下跌超3%，美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职。这个问题没有其他解决办法。NEBIUS盘前拉升涨9%，二季度营收1.05亿美元，同比大增625%消息方面：Nebius发布2025年第二季度财务报告收入表现强劲，第二季度营收达1.051亿美元，同比（YoY）激增625%，环比（QoQ）增长106%；上半年累计收入1.56亿美元，同比增幅达545%。礼来盘前暴跌逾7%，诺和诺德涨超8%！消息称实验显示礼来口服药物Orforglipron平均减重11.2%，低于预期。大宗商品走势国际油价上涨0.61%，报64.74美元/桶。金价涨0.48%，报3,450美元/盎司。白银涨1.67%，报38.53元/盎司。","news_type":1,"symbols_score_info":{"CLmain":1.1,"ESmain":1.1,"GCmain":1.1,"NQmain":1.1,"SImain":1.1,"YMmain":1.1}},"isVote":1,"tweetType":1,"viewCount":1096,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["INTC"],"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":68,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":465078316908704,"commentId":"465078316908704","gmtCreate":1754569837168,"gmtModify":1754569841504,"authorId":3494465323431635,"author":{"id":3494465323431635,"idStr":"3494465323431635","authorId":3494465323431635,"name":"熊出没请小心","avatar":"https://static.tigerbbs.com/9808a0815a1180217aa6a95e41421978","vip":1,"currentWearingBadge":{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.20","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":465076438720584,"objectIdStr":"465076438720584","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"CEO辞职算了，看来只有白人懂王才放心[开心]","text":"CEO辞职算了，看来只有白人懂王才放心[开心]","html":"CEO辞职算了，看来只有白人懂王才放心[开心]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/465076438720584"}