TikTok美国新方案揭晓！大家有何看法？

北京时间9月26日凌晨，美国总统特朗普签发行政令，一家合资公司（估值140亿美元）将负责TikTok美国的数据安全和内容安全，该合资公司将由字节跳动持有19.9%的股权，字节跳动现有全球股东合计持有30.1%股权；新投资人合计持有50%股权。算法方面，字节跳动继续拥有TikTok算法的知识产权，并会授权“TikTok美国数据安全合资公司”使用相关知识产权。【大家对此方案有何看法？甲骨文连续三日大跌，看好回调机会吗？】

+ 关注

森_5491

10-02

1. 从TikTok和字节跳动的角度看：最优的无奈之举 · 保住了核心资产：避免了最坏的情况——直接出售。TikTok的核心价值在于其算法，如果出售，字节跳动将永久失去其在全球最大消费市场的立足点和最重要的技术资产。 · 巨大的妥协和代价：这是一个“割肉”式的妥协。字节跳动将失去对美国业务数据和算法的直接控制权，运营成本和复杂性大幅增加，未来的发展自主性受到严重限制。 · 以空间换时间：通过接受严格的监管和隔离，换取在美国继续运营的资格，为未来的法律斗争或形势变化争取时间。 2. 从美国政府和立法者的角度看：一个可以接受的折中方案？ · 支持者认为：这似乎解决了“国家安全风险”的核心关切。通过技术隔离和第三方监督，理论上切断了中国政府通过字节跳动获取美国数据或影响舆论的可能性。它比直接“封禁”显得更务实，避免了与1.7亿美国用户的直接对立。 · 怀疑者认为：这仍然是“换汤不换药”。只要字节跳动仍然是母公司，并能从算法授权中获利，其潜在的影响力就依然存在。他们怀疑这种复杂的监管结构能否被有效执行，以及长期来看字节跳动是否仍能通过某种方式施加影响。

信仰充值

10-01

消息不落地大家肯定观望。买点很重要

美股解毒师

09-28

川普女婿参与，EA私有化的估值解析与投资机遇

9月26日，WSJ爆料 $艺电(EA)$ 正与私募股权巨头Silver Lake、沙特公共投资基金（PIF）和特朗普的女婿Jared Kushner的Affinity Partners谈判私有化，估值约500亿美元， $摩根大通(JPM)$ 提供超200亿美元债务融资。消息一出，EA股价飙升15%至193美元历史高点，市值逼近480亿美元。这笔交易若成，将创下杠杆收购（LBO）历史新高，对EA股票持有者来说，既是机遇也是考验。目前交易仍处高级谈判阶段，但接近敲定。EA作为全球顶级游戏发行商，旗下拥有《FIFA》（现《EA Sports FC》）、《Madden NFL》、《The Sims》和《Battlefield》等王牌IP，年营收超70亿美元。但近年行业低谷（2023-2024年大裁员潮）导致增长放缓，收入停滞于直播服务模式。此邀约目的在于让EA摆脱公众市场季度压力，转向长期战略投资，尤其在Gen Z玩家偏好转向和AI开发门槛降低的背景下。交易预计下周公布，若接受，将重塑游戏业格局。交易详析交易方面，邀约方的领衔者Silver Lake是科技投资方面专家，曾主导Dell私有化；PIF作为土豪沙特主权基金，视游戏为“软实力”扩展，可能瞄准《EA Sports FC》以重获FIFA授权，助力2034年世界杯。类似其足球和影视投资；Affinity则是美国总统特朗普的女婿的公司，因此也为交易带来地缘政治色彩。LBO的特点是卖方借债融资，EA资产作为抵押，完成后债务转入公司账上。优势是，私有化后，EA可专注IP创新，如投资新《The Sims 5》或单人游戏，应对InZOI等竞争者。摆脱华尔街短期主义，有助于Gen Z市

川普女婿参与，EA私有化的估值解析与投资机遇

susu1368

09-27

三折大韭菜。

胡尔安答

09-26

tt的情况很无奈，但，这似乎是唯一的求解吧？还算是可以咳嗽一声。

胡尔安答

09-26

是卖低了

买股票的打铁匠

09-26

中方还没签那个框架协议呢，都是他在那自己说，估计就是个老吹。大家觉得呢？ $甲骨文(ORCL)$

三分钟学财经

09-26

甲骨文现在就等中国政府批准TikTok的并购呢，估计双方还在谈一系列条件，比如让特朗普在关税上让步之类的。 $甲骨文(ORCL)$

寂寞的演奏家

09-26

Replying to @雁门关向东二万五千里:拿不住//@雁门关向东二万五千里:甲骨文我年初175买的，5月听说星际之门停泻了，就出了，小米车上市前10块买的，拿了2个月，没起飞就卖了，散户没有耐心，想挣钱很难，

一路走来cd

09-26

不能用，不能买，睁眼看

花香满楼

09-26

没看法，不够好，多等等

perxuni

09-26

META不是刚给他200亿订单

沙漠追光大海逐风

09-26

$甲骨文(ORCL)$Tiktok 美国分公司的估值只有140亿美元？卖给甲骨文80%的股份，字节进账112亿美元。这个价格远远低于之前市场预测的350亿-500亿的估值。

艳阳高照天

09-26

$甲骨文(ORCL)$想象力有限，谁能分享一下甲骨文接下来还能有什么更大的好消息去推动它的股价？一边 OpenAI 千亿美元订单要给它了，一边 Tiktok 的大股份也要到手了，还能有比这两个更大的？

少年维特

09-26

$阅文集团(00772)$ 看新闻说阅文的《道诡异仙》进了新加坡环球影城，还是万圣节主题板块，首日粉丝反馈挺热闹，很多人说比想象中接地气。以前国内IP出海基本靠影视剧、游戏授权，路径很窄。这次直接进到全球顶级乐园场景里，等于拿到了一个新的变现试验田。IP能不能跑出来，关键看有没有持续的用户触达场景，而主题乐园正好补上了这块。阅文手里还有《全职高手》《诡秘之主》这样的头部IP。如果后续也能在环球影城落地，IP+文旅，以及“国风+网文”文化输出就更给力了。个人感觉，短期利润贡献可能不大，算是个长期生意，IP叙事更丰富。

欲山行

09-23

tt在美国的势头确实不如东南亚了。就算甲骨文拿下一些股份，那也不是甲骨文昨天涨6%的理由。估计还得下来，回归到几周前的水平。 $甲骨文(ORCL)$

三藏大法师

09-23

这什么操作啊，英伟达投OpenAI，OpenAI又投甲骨文云服务，然后甲骨文去买英伟达芯片，最后到底谁掏钱😂😂😂 $甲骨文(ORCL)$

花香满楼

09-23

不好看，美国人玩不转。

一路走来cd

09-23

1.我不能用 2.我不能买不关心呀[喷血] [喷血] [喷血]

笑书

09-23

目前形势，可能是个选择吧，卖出的价格要给予合理估值

{"data":{"themeId":"7ba57240ab43405a8c6e80808b1be262","name":"TikTok美国新方案揭晓！大家有何看法？","description":"北京时间9月26日凌晨，美国总统特朗普签发行政令，一家合资公司（估值140亿美元）将负责TikTok美国的数据安全和内容安全，该合资公司将由字节跳动持有19.9%的股权，字节跳动现有全球股东合计持有30.1%股权；新投资人合计持有50%股权。算法方面，字节跳动继续拥有TikTok算法的知识产权，并会授权“TikTok美国数据安全合资公司”使用相关知识产权。【大家对此方案有何看法？甲骨文连续三日大跌，看好回调机会吗？】","image":"https://static.tigerbbs.com/127484184b7993eb50f0fc79317d714f","type":0,"style":1,"follow":false,"createTime":1736828580495,"userCounts":4,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":7ba57240ab43405a8c6e80808b1be262}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowFollow":true,"hasReward":true,"rewardScore":1000,"rewardValidDate":1759420800000,"rewardEnd":true,"symbols":[],"tweetCounts":127,"categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"TikTok美国新方案揭晓！大家有何看法？","tweetAmount":127,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"all","allList":[{"id":484843933339696,"gmtCreate":1759399048764,"gmtModify":1759399654607,"author":{"id":"4216603523994400","authorId":"4216603523994400","name":"森_5491","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4216603523994400","authorIdStr":"4216603523994400"},"themes":[],"htmlText":"1. 从TikTok和字节跳动的角度看：最优的无奈之举 · 保住了核心资产：避免了最坏的情况——直接出售。TikTok的核心价值在于其算法，如果出售，字节跳动将永久失去其在全球最大消费市场的立足点和最重要的技术资产。 · 巨大的妥协和代价：这是一个“割肉”式的妥协。字节跳动将失去对美国业务数据和算法的直接控制权，运营成本和复杂性大幅增加，未来的发展自主性受到严重限制。 · 以空间换时间：通过接受严格的监管和隔离，换取在美国继续运营的资格，为未来的法律斗争或形势变化争取时间。 2. 从美国政府和立法者的角度看：一个可以接受的折中方案？ · 支持者认为：这似乎解决了“国家安全风险”的核心关切。通过技术隔离和第三方监督，理论上切断了中国政府通过字节跳动获取美国数据或影响舆论的可能性。它比直接“封禁”显得更务实，避免了与1.7亿美国用户的直接对立。 · 怀疑者认为：这仍然是“换汤不换药”。只要字节跳动仍然是母公司，并能从算法授权中获利，其潜在的影响力就依然存在。他们怀疑这种复杂的监管结构能否被有效执行，以及长期来看字节跳动是否仍能通过某种方式施加影响。","listText":"1. 从TikTok和字节跳动的角度看：最优的无奈之举 · 保住了核心资产：避免了最坏的情况——直接出售。TikTok的核心价值在于其算法，如果出售，字节跳动将永久失去其在全球最大消费市场的立足点和最重要的技术资产。 · 巨大的妥协和代价：这是一个“割肉”式的妥协。字节跳动将失去对美国业务数据和算法的直接控制权，运营成本和复杂性大幅增加，未来的发展自主性受到严重限制。 · 以空间换时间：通过接受严格的监管和隔离，换取在美国继续运营的资格，为未来的法律斗争或形势变化争取时间。 2. 从美国政府和立法者的角度看：一个可以接受的折中方案？ · 支持者认为：这似乎解决了“国家安全风险”的核心关切。通过技术隔离和第三方监督，理论上切断了中国政府通过字节跳动获取美国数据或影响舆论的可能性。它比直接“封禁”显得更务实，避免了与1.7亿美国用户的直接对立。 · 怀疑者认为：这仍然是“换汤不换药”。只要字节跳动仍然是母公司，并能从算法授权中获利，其潜在的影响力就依然存在。他们怀疑这种复杂的监管结构能否被有效执行，以及长期来看字节跳动是否仍能通过某种方式施加影响。","text":"1. 从TikTok和字节跳动的角度看：最优的无奈之举 · 保住了核心资产：避免了最坏的情况——直接出售。TikTok的核心价值在于其算法，如果出售，字节跳动将永久失去其在全球最大消费市场的立足点和最重要的技术资产。 · 巨大的妥协和代价：这是一个“割肉”式的妥协。字节跳动将失去对美国业务数据和算法的直接控制权，运营成本和复杂性大幅增加，未来的发展自主性受到严重限制。 · 以空间换时间：通过接受严格的监管和隔离，换取在美国继续运营的资格，为未来的法律斗争或形势变化争取时间。 2. 从美国政府和立法者的角度看：一个可以接受的折中方案？ · 支持者认为：这似乎解决了“国家安全风险”的核心关切。通过技术隔离和第三方监督，理论上切断了中国政府通过字节跳动获取美国数据或影响舆论的可能性。它比直接“封禁”显得更务实，避免了与1.7亿美国用户的直接对立。 · 怀疑者认为：这仍然是“换汤不换药”。只要字节跳动仍然是母公司，并能从算法授权中获利，其潜在的影响力就依然存在。他们怀疑这种复杂的监管结构能否被有效执行，以及长期来看字节跳动是否仍能通过某种方式施加影响。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484843933339696","isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484242794353000,"gmtCreate":1759252309022,"gmtModify":1759252311582,"author":{"id":"3557471031371681","authorId":"3557471031371681","name":"信仰充值","avatar":"https://static.tigerbbs.com/b9779a424115998c4ccaa95a7c3780b2","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557471031371681","authorIdStr":"3557471031371681"},"themes":[],"htmlText":"消息不落地大家肯定观望。买点很重要","listText":"消息不落地大家肯定观望。买点很重要","text":"消息不落地大家肯定观望。买点很重要","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484242794353000","isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":483502465982568,"gmtCreate":1759052808848,"gmtModify":1759052929219,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440721572920950","authorIdStr":"3440721572920950"},"themes":[],"title":"川普女婿参与，EA私有化的估值解析与投资机遇","htmlText":"9月26日，WSJ爆料 <a href=\"https://laohu8.com/S/EA\">$艺电(EA)$</a> 正与私募股权巨头Silver Lake、沙特公共投资基金（PIF）和特朗普的女婿Jared Kushner的Affinity Partners谈判私有化，估值约500亿美元， <a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> 提供超200亿美元债务融资。 消息一出，EA股价飙升15%至193美元历史高点，市值逼近480亿美元。这笔交易若成，将创下杠杆收购（LBO）历史新高，对EA股票持有者来说，既是机遇也是考验。目前交易仍处高级谈判阶段，但接近敲定。EA作为全球顶级游戏发行商，旗下拥有《FIFA》（现《EA Sports FC》）、《Madden NFL》、《The Sims》和《Battlefield》等王牌IP，年营收超70亿美元。但近年行业低谷（2023-2024年大裁员潮）导致增长放缓，收入停滞于直播服务模式。此邀约目的在于让EA摆脱公众市场季度压力，转向长期战略投资，尤其在Gen Z玩家偏好转向和AI开发门槛降低的背景下。交易预计下周公布，若接受，将重塑游戏业格局。交易详析交易方面，邀约方的领衔者Silver Lake是科技投资方面专家，曾主导Dell私有化；PIF作为土豪沙特主权基金，视游戏为“软实力”扩展，可能瞄准《EA Sports FC》以重获FIFA授权，助力2034年世界杯。类似其足球和影视投资；Affinity则是美国总统特朗普的女婿的公司，因此也为交易带来地缘政治色彩。LBO的特点是卖方借债融资，EA资产作为抵押，完成后债务转入公司账上。优势是，私有化后，EA可专注IP创新，如投资新《The Sims 5》或单人游戏，应对InZOI等竞争者。 摆脱华尔街短期主义，有助于Gen Z市","listText":"9月26日，WSJ爆料 <a href=\"https://laohu8.com/S/EA\">$艺电(EA)$</a> 正与私募股权巨头Silver Lake、沙特公共投资基金（PIF）和特朗普的女婿Jared Kushner的Affinity Partners谈判私有化，估值约500亿美元， <a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> 提供超200亿美元债务融资。 消息一出，EA股价飙升15%至193美元历史高点，市值逼近480亿美元。这笔交易若成，将创下杠杆收购（LBO）历史新高，对EA股票持有者来说，既是机遇也是考验。目前交易仍处高级谈判阶段，但接近敲定。EA作为全球顶级游戏发行商，旗下拥有《FIFA》（现《EA Sports FC》）、《Madden NFL》、《The Sims》和《Battlefield》等王牌IP，年营收超70亿美元。但近年行业低谷（2023-2024年大裁员潮）导致增长放缓，收入停滞于直播服务模式。此邀约目的在于让EA摆脱公众市场季度压力，转向长期战略投资，尤其在Gen Z玩家偏好转向和AI开发门槛降低的背景下。交易预计下周公布，若接受，将重塑游戏业格局。交易详析交易方面，邀约方的领衔者Silver Lake是科技投资方面专家，曾主导Dell私有化；PIF作为土豪沙特主权基金，视游戏为“软实力”扩展，可能瞄准《EA Sports FC》以重获FIFA授权，助力2034年世界杯。类似其足球和影视投资；Affinity则是美国总统特朗普的女婿的公司，因此也为交易带来地缘政治色彩。LBO的特点是卖方借债融资，EA资产作为抵押，完成后债务转入公司账上。优势是，私有化后，EA可专注IP创新，如投资新《The Sims 5》或单人游戏，应对InZOI等竞争者。 摆脱华尔街短期主义，有助于Gen Z市","text":"9月26日，WSJ爆料 $艺电(EA)$ 正与私募股权巨头Silver Lake、沙特公共投资基金（PIF）和特朗普的女婿Jared Kushner的Affinity Partners谈判私有化，估值约500亿美元， $摩根大通(JPM)$ 提供超200亿美元债务融资。 消息一出，EA股价飙升15%至193美元历史高点，市值逼近480亿美元。这笔交易若成，将创下杠杆收购（LBO）历史新高，对EA股票持有者来说，既是机遇也是考验。目前交易仍处高级谈判阶段，但接近敲定。EA作为全球顶级游戏发行商，旗下拥有《FIFA》（现《EA Sports FC》）、《Madden NFL》、《The Sims》和《Battlefield》等王牌IP，年营收超70亿美元。但近年行业低谷（2023-2024年大裁员潮）导致增长放缓，收入停滞于直播服务模式。此邀约目的在于让EA摆脱公众市场季度压力，转向长期战略投资，尤其在Gen Z玩家偏好转向和AI开发门槛降低的背景下。交易预计下周公布，若接受，将重塑游戏业格局。交易详析交易方面，邀约方的领衔者Silver Lake是科技投资方面专家，曾主导Dell私有化；PIF作为土豪沙特主权基金，视游戏为“软实力”扩展，可能瞄准《EA Sports FC》以重获FIFA授权，助力2034年世界杯。类似其足球和影视投资；Affinity则是美国总统特朗普的女婿的公司，因此也为交易带来地缘政治色彩。LBO的特点是卖方借债融资，EA资产作为抵押，完成后债务转入公司账上。优势是，私有化后，EA可专注IP创新，如投资新《The Sims 5》或单人游戏，应对InZOI等竞争者。 摆脱华尔街短期主义，有助于Gen Z市","images":[{"img":"https://static.tigerbbs.com/c51d71ac433f2864e649590427632573"},{"img":"https://static.tigerbbs.com/43b900774367fc297e80687805ccded5"},{"img":"https://static.tigerbbs.com/89c0150f15a66aebe0c107a38a7d24d3"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":23,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/483502465982568","isVote":1,"tweetType":1,"viewCount":22124,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000296","authorId":"9000000000000296","name":"互联网第N代","avatar":"https://static.tigerbbs.com/050c9c4099e73e2cfe6319aaad577e08","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000296","authorIdStr":"9000000000000296"},"content":"这笔私有化交易风险很大，得谨慎啊","text":"这笔私有化交易风险很大，得谨慎啊","html":"这笔私有化交易风险很大，得谨慎啊"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":482905124274696,"gmtCreate":1758927299857,"gmtModify":1758929574511,"author":{"id":"4173339929316812","authorId":"4173339929316812","name":"susu1368","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4173339929316812","authorIdStr":"4173339929316812"},"themes":[],"htmlText":"三折大韭菜。","listText":"三折大韭菜。","text":"三折大韭菜。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482905124274696","isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482790195729232,"gmtCreate":1758897898033,"gmtModify":1758898135692,"author":{"id":"4211179352460572","authorId":"4211179352460572","name":"胡尔安答","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4211179352460572","authorIdStr":"4211179352460572"},"themes":[],"htmlText":"tt的情况很无奈，但，这似乎是唯一的求解吧？还算是可以咳嗽一声。","listText":"tt的情况很无奈，但，这似乎是唯一的求解吧？还算是可以咳嗽一声。","text":"tt的情况很无奈，但，这似乎是唯一的求解吧？还算是可以咳嗽一声。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482790195729232","isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482790201033216,"gmtCreate":1758897725103,"gmtModify":1758898112541,"author":{"id":"4211179352460572","authorId":"4211179352460572","name":"胡尔安答","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4211179352460572","authorIdStr":"4211179352460572"},"themes":[],"htmlText":"是卖低了","listText":"是卖低了","text":"是卖低了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482790201033216","isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482846607704168,"gmtCreate":1758892687198,"gmtModify":1758892689441,"author":{"id":"10000000000010487","authorId":"10000000000010487","name":"买股票的打铁匠","avatar":"https://static.tigerbbs.com/6d94a0a25c35b5c7cdb89db84b17cf5c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010487","authorIdStr":"10000000000010487"},"themes":[],"htmlText":"中方还没签那个框架协议呢，都是他在那自己说，估计就是个老吹。大家觉得呢？ <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>","listText":"中方还没签那个框架协议呢，都是他在那自己说，估计就是个老吹。大家觉得呢？ <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>","text":"中方还没签那个框架协议呢，都是他在那自己说，估计就是个老吹。大家觉得呢？ $甲骨文(ORCL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482846607704168","isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482846277541992,"gmtCreate":1758892606593,"gmtModify":1758893214567,"author":{"id":"9000000000000144","authorId":"9000000000000144","name":"三分钟学财经","avatar":"https://static.tigerbbs.com/152559f12e7d7b6f024d694c2e4ec808","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000144","authorIdStr":"9000000000000144"},"themes":[],"htmlText":"甲骨文现在就等中国政府批准TikTok的并购呢，估计双方还在谈一系列条件，比如让特朗普在关税上让步之类的。 <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>","listText":"甲骨文现在就等中国政府批准TikTok的并购呢，估计双方还在谈一系列条件，比如让特朗普在关税上让步之类的。 <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>","text":"甲骨文现在就等中国政府批准TikTok的并购呢，估计双方还在谈一系列条件，比如让特朗普在关税上让步之类的。 $甲骨文(ORCL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/482846277541992","isVote":1,"tweetType":1,"viewCount":2047,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"content":"等官宣那天，如果有特别的利好条款，就会有拉升。比如数据归属、算法授权等细节","text":"等官宣那天，如果有特别的利好条款，就会有拉升。比如数据归属、算法授权等细节","html":"等官宣那天，如果有特别的利好条款，就会有拉升。比如数据归属、算法授权等细节"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482726667514752,"gmtCreate":1758882271946,"gmtModify":1758882275119,"author":{"id":"3495002759494258","authorId":"3495002759494258","name":"寂寞的演奏家","avatar":"https://static.tigerbbs.com/9027c93e57bb45c8170d7860486ffda7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495002759494258","authorIdStr":"3495002759494258"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/4092177932484180\">@雁门关向东二万五千里</a>:拿不住//<a href=\"https://laohu8.com/U/4092177932484180\">@雁门关向东二万五千里</a>:甲骨文我年初175买的，5月听说星际之门停泻了，就出了，小米车上市前10块买的，拿了2个月，没起飞就卖了，散户没有耐心，想挣钱很难，","listText":"Replying to <a href=\"https://laohu8.com/U/4092177932484180\">@雁门关向东二万五千里</a>:拿不住//<a href=\"https://laohu8.com/U/4092177932484180\">@雁门关向东二万五千里</a>:甲骨文我年初175买的，5月听说星际之门停泻了，就出了，小米车上市前10块买的，拿了2个月，没起飞就卖了，散户没有耐心，想挣钱很难，","text":"Replying to @雁门关向东二万五千里:拿不住//@雁门关向东二万五千里:甲骨文我年初175买的，5月听说星际之门停泻了，就出了，小米车上市前10块买的，拿了2个月，没起飞就卖了，散户没有耐心，想挣钱很难，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482726667514752","isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482712154554440,"gmtCreate":1758878613988,"gmtModify":1758878616474,"author":{"id":"3459462368857793","authorId":"3459462368857793","name":"一路走来cd","avatar":"https://static.tigerbbs.com/be085af43e85927a88d1e952e6e9afec","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3459462368857793","authorIdStr":"3459462368857793"},"themes":[],"htmlText":"不能用，不能买，睁眼看","listText":"不能用，不能买，睁眼看","text":"不能用，不能买，睁眼看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482712154554440","isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482711242350856,"gmtCreate":1758878416742,"gmtModify":1758878419634,"author":{"id":"4195299487874760","authorId":"4195299487874760","name":"花香满楼","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4195299487874760","authorIdStr":"4195299487874760"},"themes":[],"htmlText":"没看法，不够好，多等等","listText":"没看法，不够好，多等等","text":"没看法，不够好，多等等","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482711242350856","isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482701384557136,"gmtCreate":1758875709914,"gmtModify":1758875712284,"author":{"id":"4204179768477690","authorId":"4204179768477690","name":"perxuni","avatar":"https://static.tigerbbs.com/33616ebe2d7465af2b2b7f0086039240","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4204179768477690","authorIdStr":"4204179768477690"},"themes":[],"htmlText":"META不是刚给他200亿订单","listText":"META不是刚给他200亿订单","text":"META不是刚给他200亿订单","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482701384557136","isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482776331227288,"gmtCreate":1758875588405,"gmtModify":1758875590653,"author":{"id":"9000000000000220","authorId":"9000000000000220","name":"沙漠追光大海逐风","avatar":"https://static.tigerbbs.com/e30b7f24ce0a6599dcdfa3567f958dea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000220","authorIdStr":"9000000000000220"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>Tiktok&nbsp;美国分公司的估值只有140亿美元？卖给甲骨文80%的股份，字节进账112亿美元。这个价格远远低于之前市场预测的350亿-500亿的估值。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>Tiktok&nbsp;美国分公司的估值只有140亿美元？卖给甲骨文80%的股份，字节进账112亿美元。这个价格远远低于之前市场预测的350亿-500亿的估值。","text":"$甲骨文(ORCL)$Tiktok 美国分公司的估值只有140亿美元？卖给甲骨文80%的股份，字节进账112亿美元。这个价格远远低于之前市场预测的350亿-500亿的估值。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/482776331227288","isVote":1,"tweetType":1,"viewCount":3333,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"idStr":"4092177932484180","authorIdStr":"4092177932484180"},"content":"甲骨文我年初175买的，5月听说星际之门停泻了，就出了，小米车上市前10块买的，拿了2个月，没起飞就卖了，散户没有耐心，想挣钱很难，","text":"甲骨文我年初175买的，5月听说星际之门停泻了，就出了，小米车上市前10块买的，拿了2个月，没起飞就卖了，散户没有耐心，想挣钱很难，","html":"甲骨文我年初175买的，5月听说星际之门停泻了，就出了，小米车上市前10块买的，拿了2个月，没起飞就卖了，散户没有耐心，想挣钱很难，"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482776183910552,"gmtCreate":1758875552439,"gmtModify":1758875555148,"author":{"id":"9000000000000219","authorId":"9000000000000219","name":"艳阳高照天","avatar":"https://static.tigerbbs.com/ab7a887f7d1ab09c9b3f648ad7c56ad4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000219","authorIdStr":"9000000000000219"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>想象力有限，谁能分享一下&nbsp;甲骨文接下来还能有什么更大的好消息去推动它的股价？一边 OpenAI 千亿美元订单要给它了，一边 Tiktok 的大股份也要到手了，还能有比这两个更大的？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>想象力有限，谁能分享一下&nbsp;甲骨文接下来还能有什么更大的好消息去推动它的股价？一边 OpenAI 千亿美元订单要给它了，一边 Tiktok 的大股份也要到手了，还能有比这两个更大的？","text":"$甲骨文(ORCL)$想象力有限，谁能分享一下 甲骨文接下来还能有什么更大的好消息去推动它的股价？一边 OpenAI 千亿美元订单要给它了，一边 Tiktok 的大股份也要到手了，还能有比这两个更大的？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/482776183910552","isVote":1,"tweetType":1,"viewCount":1494,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4204179768477690","authorId":"4204179768477690","name":"perxuni","avatar":"https://static.tigerbbs.com/33616ebe2d7465af2b2b7f0086039240","crmLevel":9,"crmLevelSwitch":0,"idStr":"4204179768477690","authorIdStr":"4204179768477690"},"content":"META不是刚给他200亿订单","text":"META不是刚给他200亿订单","html":"META不是刚给他200亿订单"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482627979596040,"gmtCreate":1758858088920,"gmtModify":1758860378344,"author":{"id":"3541377675348678","authorId":"3541377675348678","name":"少年维特","avatar":"https://static.tigerbbs.com/e1bdb6640a3e75becbeddd8174c1a002","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541377675348678","authorIdStr":"3541377675348678"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00772\">$阅文集团(00772)$</a> 看新闻说阅文的《道诡异仙》进了新加坡环球影城，还是万圣节主题板块，首日粉丝反馈挺热闹，很多人说比想象中接地气。 以前国内IP出海基本靠影视剧、游戏授权，路径很窄。这次直接进到全球顶级乐园场景里，等于拿到了一个新的变现试验田。IP能不能跑出来，关键看有没有持续的用户触达场景，而主题乐园正好补上了这块。 阅文手里还有《全职高手》《诡秘之主》这样的头部IP。如果后续也能在环球影城落地，IP+文旅，以及“国风+网文”文化输出就更给力了。 个人感觉，短期利润贡献可能不大，算是个长期生意，IP叙事更丰富。","listText":"<a href=\"https://laohu8.com/S/00772\">$阅文集团(00772)$</a> 看新闻说阅文的《道诡异仙》进了新加坡环球影城，还是万圣节主题板块，首日粉丝反馈挺热闹，很多人说比想象中接地气。 以前国内IP出海基本靠影视剧、游戏授权，路径很窄。这次直接进到全球顶级乐园场景里，等于拿到了一个新的变现试验田。IP能不能跑出来，关键看有没有持续的用户触达场景，而主题乐园正好补上了这块。 阅文手里还有《全职高手》《诡秘之主》这样的头部IP。如果后续也能在环球影城落地，IP+文旅，以及“国风+网文”文化输出就更给力了。 个人感觉，短期利润贡献可能不大，算是个长期生意，IP叙事更丰富。","text":"$阅文集团(00772)$ 看新闻说阅文的《道诡异仙》进了新加坡环球影城，还是万圣节主题板块，首日粉丝反馈挺热闹，很多人说比想象中接地气。 以前国内IP出海基本靠影视剧、游戏授权，路径很窄。这次直接进到全球顶级乐园场景里，等于拿到了一个新的变现试验田。IP能不能跑出来，关键看有没有持续的用户触达场景，而主题乐园正好补上了这块。 阅文手里还有《全职高手》《诡秘之主》这样的头部IP。如果后续也能在环球影城落地，IP+文旅，以及“国风+网文”文化输出就更给力了。 个人感觉，短期利润贡献可能不大，算是个长期生意，IP叙事更丰富。","images":[{"img":"https://static.tigerbbs.com/457be0889ec429c120bfae6061a818ea","width":"740","height":"416"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482627979596040","isVote":1,"tweetType":1,"viewCount":1159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":481787310973080,"gmtCreate":1758634128382,"gmtModify":1758634130650,"author":{"id":"10000000000010488","authorId":"10000000000010488","name":"欲山行","avatar":"https://static.tigerbbs.com/e460befb8b73628d17452d4795753dfd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010488","authorIdStr":"10000000000010488"},"themes":[],"htmlText":"tt在美国的势头确实不如东南亚了。就算甲骨文拿下一些股份，那也不是甲骨文昨天涨6%的理由。估计还得下来，回归到几周前的水平。 <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>","listText":"tt在美国的势头确实不如东南亚了。就算甲骨文拿下一些股份，那也不是甲骨文昨天涨6%的理由。估计还得下来，回归到几周前的水平。 <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>","text":"tt在美国的势头确实不如东南亚了。就算甲骨文拿下一些股份，那也不是甲骨文昨天涨6%的理由。估计还得下来，回归到几周前的水平。 $甲骨文(ORCL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481787310973080","isVote":1,"tweetType":1,"viewCount":1352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481786072518808,"gmtCreate":1758633826026,"gmtModify":1758634129035,"author":{"id":"10000000000010490","authorId":"10000000000010490","name":"三藏大法师","avatar":"https://static.tigerbbs.com/0c5f20005843fcfdee4fc28ff79506cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010490","authorIdStr":"10000000000010490"},"themes":[],"htmlText":"这什么操作啊，英伟达投OpenAI，OpenAI又投甲骨文云服务，然后甲骨文去买英伟达芯片，最后到底谁掏钱😂😂😂 <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>","listText":"这什么操作啊，英伟达投OpenAI，OpenAI又投甲骨文云服务，然后甲骨文去买英伟达芯片，最后到底谁掏钱😂😂😂 <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>","text":"这什么操作啊，英伟达投OpenAI，OpenAI又投甲骨文云服务，然后甲骨文去买英伟达芯片，最后到底谁掏钱😂😂😂 $甲骨文(ORCL)$","images":[{"img":"https://static.tigerbbs.com/08aaa8cd449a25cd00f18403c964b8a3","width":"318","height":"375"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/481786072518808","isVote":1,"tweetType":1,"viewCount":1769,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"content":"三位一体 环环相扣 硅谷公司的老戏码了","text":"三位一体 环环相扣 硅谷公司的老戏码了","html":"三位一体 环环相扣 硅谷公司的老戏码了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":481705274097696,"gmtCreate":1758627632836,"gmtModify":1758627635919,"author":{"id":"4195299487874760","authorId":"4195299487874760","name":"花香满楼","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4195299487874760","authorIdStr":"4195299487874760"},"themes":[],"htmlText":"不好看，美国人玩不转。","listText":"不好看，美国人玩不转。","text":"不好看，美国人玩不转。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481705274097696","isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481593506624024,"gmtCreate":1758600451285,"gmtModify":1758600454226,"author":{"id":"3459462368857793","authorId":"3459462368857793","name":"一路走来cd","avatar":"https://static.tigerbbs.com/be085af43e85927a88d1e952e6e9afec","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3459462368857793","authorIdStr":"3459462368857793"},"themes":[],"htmlText":"1.我不能用 2.我不能买 不关心呀[喷血]&nbsp;&nbsp;[喷血]&nbsp;&nbsp;[喷血]&nbsp;&nbsp;","listText":"1.我不能用 2.我不能买 不关心呀[喷血]&nbsp;&nbsp;[喷血]&nbsp;&nbsp;[喷血]&nbsp;&nbsp;","text":"1.我不能用 2.我不能买 不关心呀[喷血] [喷血] [喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481593506624024","isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481473452171336,"gmtCreate":1758571066059,"gmtModify":1758571068672,"author":{"id":"3473218989363021","authorId":"3473218989363021","name":"笑书","avatar":"https://static.tigerbbs.com/7de3e75a916e9d749004ff9c2fc14725","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3473218989363021","authorIdStr":"3473218989363021"},"themes":[],"htmlText":"目前形势，可能是个选择吧，卖出的价格要给予合理估值","listText":"目前形势，可能是个选择吧，卖出的价格要给予合理估值","text":"目前形势，可能是个选择吧，卖出的价格要给予合理估值","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481473452171336","isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"essenList":[{"id":483502465982568,"gmtCreate":1759052808848,"gmtModify":1759052929219,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440721572920950","authorIdStr":"3440721572920950"},"themes":[],"title":"川普女婿参与，EA私有化的估值解析与投资机遇","htmlText":"9月26日，WSJ爆料 <a href=\"https://laohu8.com/S/EA\">$艺电(EA)$</a> 正与私募股权巨头Silver Lake、沙特公共投资基金（PIF）和特朗普的女婿Jared Kushner的Affinity Partners谈判私有化，估值约500亿美元， <a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> 提供超200亿美元债务融资。 消息一出，EA股价飙升15%至193美元历史高点，市值逼近480亿美元。这笔交易若成，将创下杠杆收购（LBO）历史新高，对EA股票持有者来说，既是机遇也是考验。目前交易仍处高级谈判阶段，但接近敲定。EA作为全球顶级游戏发行商，旗下拥有《FIFA》（现《EA Sports FC》）、《Madden NFL》、《The Sims》和《Battlefield》等王牌IP，年营收超70亿美元。但近年行业低谷（2023-2024年大裁员潮）导致增长放缓，收入停滞于直播服务模式。此邀约目的在于让EA摆脱公众市场季度压力，转向长期战略投资，尤其在Gen Z玩家偏好转向和AI开发门槛降低的背景下。交易预计下周公布，若接受，将重塑游戏业格局。交易详析交易方面，邀约方的领衔者Silver Lake是科技投资方面专家，曾主导Dell私有化；PIF作为土豪沙特主权基金，视游戏为“软实力”扩展，可能瞄准《EA Sports FC》以重获FIFA授权，助力2034年世界杯。类似其足球和影视投资；Affinity则是美国总统特朗普的女婿的公司，因此也为交易带来地缘政治色彩。LBO的特点是卖方借债融资，EA资产作为抵押，完成后债务转入公司账上。优势是，私有化后，EA可专注IP创新，如投资新《The Sims 5》或单人游戏，应对InZOI等竞争者。 摆脱华尔街短期主义，有助于Gen Z市","listText":"9月26日，WSJ爆料 <a href=\"https://laohu8.com/S/EA\">$艺电(EA)$</a> 正与私募股权巨头Silver Lake、沙特公共投资基金（PIF）和特朗普的女婿Jared Kushner的Affinity Partners谈判私有化，估值约500亿美元， <a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> 提供超200亿美元债务融资。 消息一出，EA股价飙升15%至193美元历史高点，市值逼近480亿美元。这笔交易若成，将创下杠杆收购（LBO）历史新高，对EA股票持有者来说，既是机遇也是考验。目前交易仍处高级谈判阶段，但接近敲定。EA作为全球顶级游戏发行商，旗下拥有《FIFA》（现《EA Sports FC》）、《Madden NFL》、《The Sims》和《Battlefield》等王牌IP，年营收超70亿美元。但近年行业低谷（2023-2024年大裁员潮）导致增长放缓，收入停滞于直播服务模式。此邀约目的在于让EA摆脱公众市场季度压力，转向长期战略投资，尤其在Gen Z玩家偏好转向和AI开发门槛降低的背景下。交易预计下周公布，若接受，将重塑游戏业格局。交易详析交易方面，邀约方的领衔者Silver Lake是科技投资方面专家，曾主导Dell私有化；PIF作为土豪沙特主权基金，视游戏为“软实力”扩展，可能瞄准《EA Sports FC》以重获FIFA授权，助力2034年世界杯。类似其足球和影视投资；Affinity则是美国总统特朗普的女婿的公司，因此也为交易带来地缘政治色彩。LBO的特点是卖方借债融资，EA资产作为抵押，完成后债务转入公司账上。优势是，私有化后，EA可专注IP创新，如投资新《The Sims 5》或单人游戏，应对InZOI等竞争者。 摆脱华尔街短期主义，有助于Gen Z市","text":"9月26日，WSJ爆料 $艺电(EA)$ 正与私募股权巨头Silver Lake、沙特公共投资基金（PIF）和特朗普的女婿Jared Kushner的Affinity Partners谈判私有化，估值约500亿美元， $摩根大通(JPM)$ 提供超200亿美元债务融资。 消息一出，EA股价飙升15%至193美元历史高点，市值逼近480亿美元。这笔交易若成，将创下杠杆收购（LBO）历史新高，对EA股票持有者来说，既是机遇也是考验。目前交易仍处高级谈判阶段，但接近敲定。EA作为全球顶级游戏发行商，旗下拥有《FIFA》（现《EA Sports FC》）、《Madden NFL》、《The Sims》和《Battlefield》等王牌IP，年营收超70亿美元。但近年行业低谷（2023-2024年大裁员潮）导致增长放缓，收入停滞于直播服务模式。此邀约目的在于让EA摆脱公众市场季度压力，转向长期战略投资，尤其在Gen Z玩家偏好转向和AI开发门槛降低的背景下。交易预计下周公布，若接受，将重塑游戏业格局。交易详析交易方面，邀约方的领衔者Silver Lake是科技投资方面专家，曾主导Dell私有化；PIF作为土豪沙特主权基金，视游戏为“软实力”扩展，可能瞄准《EA Sports FC》以重获FIFA授权，助力2034年世界杯。类似其足球和影视投资；Affinity则是美国总统特朗普的女婿的公司，因此也为交易带来地缘政治色彩。LBO的特点是卖方借债融资，EA资产作为抵押，完成后债务转入公司账上。优势是，私有化后，EA可专注IP创新，如投资新《The Sims 5》或单人游戏，应对InZOI等竞争者。 摆脱华尔街短期主义，有助于Gen Z市","images":[{"img":"https://static.tigerbbs.com/c51d71ac433f2864e649590427632573"},{"img":"https://static.tigerbbs.com/43b900774367fc297e80687805ccded5"},{"img":"https://static.tigerbbs.com/89c0150f15a66aebe0c107a38a7d24d3"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":23,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/483502465982568","isVote":1,"tweetType":1,"viewCount":22124,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000296","authorId":"9000000000000296","name":"互联网第N代","avatar":"https://static.tigerbbs.com/050c9c4099e73e2cfe6319aaad577e08","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000296","authorIdStr":"9000000000000296"},"content":"这笔私有化交易风险很大，得谨慎啊","text":"这笔私有化交易风险很大，得谨慎啊","html":"这笔私有化交易风险很大，得谨慎啊"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":484843933339696,"gmtCreate":1759399048764,"gmtModify":1759399654607,"author":{"id":"4216603523994400","authorId":"4216603523994400","name":"森_5491","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4216603523994400","authorIdStr":"4216603523994400"},"themes":[],"htmlText":"1. 从TikTok和字节跳动的角度看：最优的无奈之举 · 保住了核心资产：避免了最坏的情况——直接出售。TikTok的核心价值在于其算法，如果出售，字节跳动将永久失去其在全球最大消费市场的立足点和最重要的技术资产。 · 巨大的妥协和代价：这是一个“割肉”式的妥协。字节跳动将失去对美国业务数据和算法的直接控制权，运营成本和复杂性大幅增加，未来的发展自主性受到严重限制。 · 以空间换时间：通过接受严格的监管和隔离，换取在美国继续运营的资格，为未来的法律斗争或形势变化争取时间。 2. 从美国政府和立法者的角度看：一个可以接受的折中方案？ · 支持者认为：这似乎解决了“国家安全风险”的核心关切。通过技术隔离和第三方监督，理论上切断了中国政府通过字节跳动获取美国数据或影响舆论的可能性。它比直接“封禁”显得更务实，避免了与1.7亿美国用户的直接对立。 · 怀疑者认为：这仍然是“换汤不换药”。只要字节跳动仍然是母公司，并能从算法授权中获利，其潜在的影响力就依然存在。他们怀疑这种复杂的监管结构能否被有效执行，以及长期来看字节跳动是否仍能通过某种方式施加影响。","listText":"1. 从TikTok和字节跳动的角度看：最优的无奈之举 · 保住了核心资产：避免了最坏的情况——直接出售。TikTok的核心价值在于其算法，如果出售，字节跳动将永久失去其在全球最大消费市场的立足点和最重要的技术资产。 · 巨大的妥协和代价：这是一个“割肉”式的妥协。字节跳动将失去对美国业务数据和算法的直接控制权，运营成本和复杂性大幅增加，未来的发展自主性受到严重限制。 · 以空间换时间：通过接受严格的监管和隔离，换取在美国继续运营的资格，为未来的法律斗争或形势变化争取时间。 2. 从美国政府和立法者的角度看：一个可以接受的折中方案？ · 支持者认为：这似乎解决了“国家安全风险”的核心关切。通过技术隔离和第三方监督，理论上切断了中国政府通过字节跳动获取美国数据或影响舆论的可能性。它比直接“封禁”显得更务实，避免了与1.7亿美国用户的直接对立。 · 怀疑者认为：这仍然是“换汤不换药”。只要字节跳动仍然是母公司，并能从算法授权中获利，其潜在的影响力就依然存在。他们怀疑这种复杂的监管结构能否被有效执行，以及长期来看字节跳动是否仍能通过某种方式施加影响。","text":"1. 从TikTok和字节跳动的角度看：最优的无奈之举 · 保住了核心资产：避免了最坏的情况——直接出售。TikTok的核心价值在于其算法，如果出售，字节跳动将永久失去其在全球最大消费市场的立足点和最重要的技术资产。 · 巨大的妥协和代价：这是一个“割肉”式的妥协。字节跳动将失去对美国业务数据和算法的直接控制权，运营成本和复杂性大幅增加，未来的发展自主性受到严重限制。 · 以空间换时间：通过接受严格的监管和隔离，换取在美国继续运营的资格，为未来的法律斗争或形势变化争取时间。 2. 从美国政府和立法者的角度看：一个可以接受的折中方案？ · 支持者认为：这似乎解决了“国家安全风险”的核心关切。通过技术隔离和第三方监督，理论上切断了中国政府通过字节跳动获取美国数据或影响舆论的可能性。它比直接“封禁”显得更务实，避免了与1.7亿美国用户的直接对立。 · 怀疑者认为：这仍然是“换汤不换药”。只要字节跳动仍然是母公司，并能从算法授权中获利，其潜在的影响力就依然存在。他们怀疑这种复杂的监管结构能否被有效执行，以及长期来看字节跳动是否仍能通过某种方式施加影响。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484843933339696","isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482627979596040,"gmtCreate":1758858088920,"gmtModify":1758860378344,"author":{"id":"3541377675348678","authorId":"3541377675348678","name":"少年维特","avatar":"https://static.tigerbbs.com/e1bdb6640a3e75becbeddd8174c1a002","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541377675348678","authorIdStr":"3541377675348678"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00772\">$阅文集团(00772)$</a> 看新闻说阅文的《道诡异仙》进了新加坡环球影城，还是万圣节主题板块，首日粉丝反馈挺热闹，很多人说比想象中接地气。 以前国内IP出海基本靠影视剧、游戏授权，路径很窄。这次直接进到全球顶级乐园场景里，等于拿到了一个新的变现试验田。IP能不能跑出来，关键看有没有持续的用户触达场景，而主题乐园正好补上了这块。 阅文手里还有《全职高手》《诡秘之主》这样的头部IP。如果后续也能在环球影城落地，IP+文旅，以及“国风+网文”文化输出就更给力了。 个人感觉，短期利润贡献可能不大，算是个长期生意，IP叙事更丰富。","listText":"<a href=\"https://laohu8.com/S/00772\">$阅文集团(00772)$</a> 看新闻说阅文的《道诡异仙》进了新加坡环球影城，还是万圣节主题板块，首日粉丝反馈挺热闹，很多人说比想象中接地气。 以前国内IP出海基本靠影视剧、游戏授权，路径很窄。这次直接进到全球顶级乐园场景里，等于拿到了一个新的变现试验田。IP能不能跑出来，关键看有没有持续的用户触达场景，而主题乐园正好补上了这块。 阅文手里还有《全职高手》《诡秘之主》这样的头部IP。如果后续也能在环球影城落地，IP+文旅，以及“国风+网文”文化输出就更给力了。 个人感觉，短期利润贡献可能不大，算是个长期生意，IP叙事更丰富。","text":"$阅文集团(00772)$ 看新闻说阅文的《道诡异仙》进了新加坡环球影城，还是万圣节主题板块，首日粉丝反馈挺热闹，很多人说比想象中接地气。 以前国内IP出海基本靠影视剧、游戏授权，路径很窄。这次直接进到全球顶级乐园场景里，等于拿到了一个新的变现试验田。IP能不能跑出来，关键看有没有持续的用户触达场景，而主题乐园正好补上了这块。 阅文手里还有《全职高手》《诡秘之主》这样的头部IP。如果后续也能在环球影城落地，IP+文旅，以及“国风+网文”文化输出就更给力了。 个人感觉，短期利润贡献可能不大，算是个长期生意，IP叙事更丰富。","images":[{"img":"https://static.tigerbbs.com/457be0889ec429c120bfae6061a818ea","width":"740","height":"416"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482627979596040","isVote":1,"tweetType":1,"viewCount":1159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":482776331227288,"gmtCreate":1758875588405,"gmtModify":1758875590653,"author":{"id":"9000000000000220","authorId":"9000000000000220","name":"沙漠追光大海逐风","avatar":"https://static.tigerbbs.com/e30b7f24ce0a6599dcdfa3567f958dea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000220","authorIdStr":"9000000000000220"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>Tiktok&nbsp;美国分公司的估值只有140亿美元？卖给甲骨文80%的股份，字节进账112亿美元。这个价格远远低于之前市场预测的350亿-500亿的估值。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>Tiktok&nbsp;美国分公司的估值只有140亿美元？卖给甲骨文80%的股份，字节进账112亿美元。这个价格远远低于之前市场预测的350亿-500亿的估值。","text":"$甲骨文(ORCL)$Tiktok 美国分公司的估值只有140亿美元？卖给甲骨文80%的股份，字节进账112亿美元。这个价格远远低于之前市场预测的350亿-500亿的估值。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/482776331227288","isVote":1,"tweetType":1,"viewCount":3333,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"idStr":"4092177932484180","authorIdStr":"4092177932484180"},"content":"甲骨文我年初175买的，5月听说星际之门停泻了，就出了，小米车上市前10块买的，拿了2个月，没起飞就卖了，散户没有耐心，想挣钱很难，","text":"甲骨文我年初175买的，5月听说星际之门停泻了，就出了，小米车上市前10块买的，拿了2个月，没起飞就卖了，散户没有耐心，想挣钱很难，","html":"甲骨文我年初175买的，5月听说星际之门停泻了，就出了，小米车上市前10块买的，拿了2个月，没起飞就卖了，散户没有耐心，想挣钱很难，"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482726667514752,"gmtCreate":1758882271946,"gmtModify":1758882275119,"author":{"id":"3495002759494258","authorId":"3495002759494258","name":"寂寞的演奏家","avatar":"https://static.tigerbbs.com/9027c93e57bb45c8170d7860486ffda7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495002759494258","authorIdStr":"3495002759494258"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/4092177932484180\">@雁门关向东二万五千里</a>:拿不住//<a href=\"https://laohu8.com/U/4092177932484180\">@雁门关向东二万五千里</a>:甲骨文我年初175买的，5月听说星际之门停泻了，就出了，小米车上市前10块买的，拿了2个月，没起飞就卖了，散户没有耐心，想挣钱很难，","listText":"Replying to <a href=\"https://laohu8.com/U/4092177932484180\">@雁门关向东二万五千里</a>:拿不住//<a href=\"https://laohu8.com/U/4092177932484180\">@雁门关向东二万五千里</a>:甲骨文我年初175买的，5月听说星际之门停泻了，就出了，小米车上市前10块买的，拿了2个月，没起飞就卖了，散户没有耐心，想挣钱很难，","text":"Replying to @雁门关向东二万五千里:拿不住//@雁门关向东二万五千里:甲骨文我年初175买的，5月听说星际之门停泻了，就出了，小米车上市前10块买的，拿了2个月，没起飞就卖了，散户没有耐心，想挣钱很难，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482726667514752","isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482776183910552,"gmtCreate":1758875552439,"gmtModify":1758875555148,"author":{"id":"9000000000000219","authorId":"9000000000000219","name":"艳阳高照天","avatar":"https://static.tigerbbs.com/ab7a887f7d1ab09c9b3f648ad7c56ad4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000219","authorIdStr":"9000000000000219"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>想象力有限，谁能分享一下&nbsp;甲骨文接下来还能有什么更大的好消息去推动它的股价？一边 OpenAI 千亿美元订单要给它了，一边 Tiktok 的大股份也要到手了，还能有比这两个更大的？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>想象力有限，谁能分享一下&nbsp;甲骨文接下来还能有什么更大的好消息去推动它的股价？一边 OpenAI 千亿美元订单要给它了，一边 Tiktok 的大股份也要到手了，还能有比这两个更大的？","text":"$甲骨文(ORCL)$想象力有限，谁能分享一下 甲骨文接下来还能有什么更大的好消息去推动它的股价？一边 OpenAI 千亿美元订单要给它了，一边 Tiktok 的大股份也要到手了，还能有比这两个更大的？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/482776183910552","isVote":1,"tweetType":1,"viewCount":1494,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4204179768477690","authorId":"4204179768477690","name":"perxuni","avatar":"https://static.tigerbbs.com/33616ebe2d7465af2b2b7f0086039240","crmLevel":9,"crmLevelSwitch":0,"idStr":"4204179768477690","authorIdStr":"4204179768477690"},"content":"META不是刚给他200亿订单","text":"META不是刚给他200亿订单","html":"META不是刚给他200亿订单"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484242794353000,"gmtCreate":1759252309022,"gmtModify":1759252311582,"author":{"id":"3557471031371681","authorId":"3557471031371681","name":"信仰充值","avatar":"https://static.tigerbbs.com/b9779a424115998c4ccaa95a7c3780b2","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557471031371681","authorIdStr":"3557471031371681"},"themes":[],"htmlText":"消息不落地大家肯定观望。买点很重要","listText":"消息不落地大家肯定观望。买点很重要","text":"消息不落地大家肯定观望。买点很重要","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484242794353000","isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481786072518808,"gmtCreate":1758633826026,"gmtModify":1758634129035,"author":{"id":"10000000000010490","authorId":"10000000000010490","name":"三藏大法师","avatar":"https://static.tigerbbs.com/0c5f20005843fcfdee4fc28ff79506cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010490","authorIdStr":"10000000000010490"},"themes":[],"htmlText":"这什么操作啊，英伟达投OpenAI，OpenAI又投甲骨文云服务，然后甲骨文去买英伟达芯片，最后到底谁掏钱😂😂😂 <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>","listText":"这什么操作啊，英伟达投OpenAI，OpenAI又投甲骨文云服务，然后甲骨文去买英伟达芯片，最后到底谁掏钱😂😂😂 <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>","text":"这什么操作啊，英伟达投OpenAI，OpenAI又投甲骨文云服务，然后甲骨文去买英伟达芯片，最后到底谁掏钱😂😂😂 $甲骨文(ORCL)$","images":[{"img":"https://static.tigerbbs.com/08aaa8cd449a25cd00f18403c964b8a3","width":"318","height":"375"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/481786072518808","isVote":1,"tweetType":1,"viewCount":1769,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"content":"三位一体 环环相扣 硅谷公司的老戏码了","text":"三位一体 环环相扣 硅谷公司的老戏码了","html":"三位一体 环环相扣 硅谷公司的老戏码了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":482846277541992,"gmtCreate":1758892606593,"gmtModify":1758893214567,"author":{"id":"9000000000000144","authorId":"9000000000000144","name":"三分钟学财经","avatar":"https://static.tigerbbs.com/152559f12e7d7b6f024d694c2e4ec808","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000144","authorIdStr":"9000000000000144"},"themes":[],"htmlText":"甲骨文现在就等中国政府批准TikTok的并购呢，估计双方还在谈一系列条件，比如让特朗普在关税上让步之类的。 <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>","listText":"甲骨文现在就等中国政府批准TikTok的并购呢，估计双方还在谈一系列条件，比如让特朗普在关税上让步之类的。 <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>","text":"甲骨文现在就等中国政府批准TikTok的并购呢，估计双方还在谈一系列条件，比如让特朗普在关税上让步之类的。 $甲骨文(ORCL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/482846277541992","isVote":1,"tweetType":1,"viewCount":2047,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"content":"等官宣那天，如果有特别的利好条款，就会有拉升。比如数据归属、算法授权等细节","text":"等官宣那天，如果有特别的利好条款，就会有拉升。比如数据归属、算法授权等细节","html":"等官宣那天，如果有特别的利好条款，就会有拉升。比如数据归属、算法授权等细节"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482846607704168,"gmtCreate":1758892687198,"gmtModify":1758892689441,"author":{"id":"10000000000010487","authorId":"10000000000010487","name":"买股票的打铁匠","avatar":"https://static.tigerbbs.com/6d94a0a25c35b5c7cdb89db84b17cf5c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010487","authorIdStr":"10000000000010487"},"themes":[],"htmlText":"中方还没签那个框架协议呢，都是他在那自己说，估计就是个老吹。大家觉得呢？ <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>","listText":"中方还没签那个框架协议呢，都是他在那自己说，估计就是个老吹。大家觉得呢？ <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>","text":"中方还没签那个框架协议呢，都是他在那自己说，估计就是个老吹。大家觉得呢？ $甲骨文(ORCL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482846607704168","isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482790195729232,"gmtCreate":1758897898033,"gmtModify":1758898135692,"author":{"id":"4211179352460572","authorId":"4211179352460572","name":"胡尔安答","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4211179352460572","authorIdStr":"4211179352460572"},"themes":[],"htmlText":"tt的情况很无奈，但，这似乎是唯一的求解吧？还算是可以咳嗽一声。","listText":"tt的情况很无奈，但，这似乎是唯一的求解吧？还算是可以咳嗽一声。","text":"tt的情况很无奈，但，这似乎是唯一的求解吧？还算是可以咳嗽一声。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482790195729232","isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481787310973080,"gmtCreate":1758634128382,"gmtModify":1758634130650,"author":{"id":"10000000000010488","authorId":"10000000000010488","name":"欲山行","avatar":"https://static.tigerbbs.com/e460befb8b73628d17452d4795753dfd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010488","authorIdStr":"10000000000010488"},"themes":[],"htmlText":"tt在美国的势头确实不如东南亚了。就算甲骨文拿下一些股份，那也不是甲骨文昨天涨6%的理由。估计还得下来，回归到几周前的水平。 <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>","listText":"tt在美国的势头确实不如东南亚了。就算甲骨文拿下一些股份，那也不是甲骨文昨天涨6%的理由。估计还得下来，回归到几周前的水平。 <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>","text":"tt在美国的势头确实不如东南亚了。就算甲骨文拿下一些股份，那也不是甲骨文昨天涨6%的理由。估计还得下来，回归到几周前的水平。 $甲骨文(ORCL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481787310973080","isVote":1,"tweetType":1,"viewCount":1352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482701384557136,"gmtCreate":1758875709914,"gmtModify":1758875712284,"author":{"id":"4204179768477690","authorId":"4204179768477690","name":"perxuni","avatar":"https://static.tigerbbs.com/33616ebe2d7465af2b2b7f0086039240","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4204179768477690","authorIdStr":"4204179768477690"},"themes":[],"htmlText":"META不是刚给他200亿订单","listText":"META不是刚给他200亿订单","text":"META不是刚给他200亿订单","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482701384557136","isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482712154554440,"gmtCreate":1758878613988,"gmtModify":1758878616474,"author":{"id":"3459462368857793","authorId":"3459462368857793","name":"一路走来cd","avatar":"https://static.tigerbbs.com/be085af43e85927a88d1e952e6e9afec","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3459462368857793","authorIdStr":"3459462368857793"},"themes":[],"htmlText":"不能用，不能买，睁眼看","listText":"不能用，不能买，睁眼看","text":"不能用，不能买，睁眼看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482712154554440","isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482711242350856,"gmtCreate":1758878416742,"gmtModify":1758878419634,"author":{"id":"4195299487874760","authorId":"4195299487874760","name":"花香满楼","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4195299487874760","authorIdStr":"4195299487874760"},"themes":[],"htmlText":"没看法，不够好，多等等","listText":"没看法，不够好，多等等","text":"没看法，不够好，多等等","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482711242350856","isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482905124274696,"gmtCreate":1758927299857,"gmtModify":1758929574511,"author":{"id":"4173339929316812","authorId":"4173339929316812","name":"susu1368","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4173339929316812","authorIdStr":"4173339929316812"},"themes":[],"htmlText":"三折大韭菜。","listText":"三折大韭菜。","text":"三折大韭菜。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482905124274696","isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481443555844200,"gmtCreate":1758550145241,"gmtModify":1758550147616,"author":{"id":"10000000000010486","authorId":"10000000000010486","name":"理想之城","avatar":"https://static.tigerbbs.com/afa8fd7934742274cc59594904a5c223","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010486","authorIdStr":"10000000000010486"},"themes":[],"htmlText":"ORCL老牌科技股了，基本面稳，云转型和AI概念加持，成长性提升，收购的传闻只要一旦落实，那么很有可能大幅度提升其在年轻用户和数据流量方便的竞争力 <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>","listText":"ORCL老牌科技股了，基本面稳，云转型和AI概念加持，成长性提升，收购的传闻只要一旦落实，那么很有可能大幅度提升其在年轻用户和数据流量方便的竞争力 <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>","text":"ORCL老牌科技股了，基本面稳，云转型和AI概念加持，成长性提升，收购的传闻只要一旦落实，那么很有可能大幅度提升其在年轻用户和数据流量方便的竞争力 $甲骨文(ORCL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481443555844200","isVote":1,"tweetType":1,"viewCount":1615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482790201033216,"gmtCreate":1758897725103,"gmtModify":1758898112541,"author":{"id":"4211179352460572","authorId":"4211179352460572","name":"胡尔安答","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4211179352460572","authorIdStr":"4211179352460572"},"themes":[],"htmlText":"是卖低了","listText":"是卖低了","text":"是卖低了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482790201033216","isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481593506624024,"gmtCreate":1758600451285,"gmtModify":1758600454226,"author":{"id":"3459462368857793","authorId":"3459462368857793","name":"一路走来cd","avatar":"https://static.tigerbbs.com/be085af43e85927a88d1e952e6e9afec","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3459462368857793","authorIdStr":"3459462368857793"},"themes":[],"htmlText":"1.我不能用 2.我不能买 不关心呀[喷血]&nbsp;&nbsp;[喷血]&nbsp;&nbsp;[喷血]&nbsp;&nbsp;","listText":"1.我不能用 2.我不能买 不关心呀[喷血]&nbsp;&nbsp;[喷血]&nbsp;&nbsp;[喷血]&nbsp;&nbsp;","text":"1.我不能用 2.我不能买 不关心呀[喷血] [喷血] [喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481593506624024","isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481442805932184,"gmtCreate":1758550020707,"gmtModify":1758550023142,"author":{"id":"10000000000010488","authorId":"10000000000010488","name":"欲山行","avatar":"https://static.tigerbbs.com/e460befb8b73628d17452d4795753dfd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010488","authorIdStr":"10000000000010488"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> 有没有懂得的大佬说下，orcl 有没可能有财力买的下 tiktok?","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> 有没有懂得的大佬说下，orcl 有没可能有财力买的下 tiktok?","text":"$甲骨文(ORCL)$ 有没有懂得的大佬说下，orcl 有没可能有财力买的下 tiktok?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/481442805932184","isVote":1,"tweetType":1,"viewCount":1461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}]}