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诗酒趋年华
09-09 22:01
我平仓了1手
$FIG 20250919 55.0 PUT$
,每日任务 分享一单 运气不错 财源滚滚 心想事成,万事如意
诗酒趋年华
09-09 19:30
我平仓了1手
$MIU.HK 20250929 52.50 PUT$
,这一笔是保护单 卖出去之后 希望正骨能给力 冲冲冲💪 一定能赚钱
诗酒趋年华
09-08 22:43
我平仓了3手
$SQQQ 20250926 20.0 CALL$
,希望割肉能命中股市是上涨的趋势 不要白白割了 没有回响
诗酒趋年华
09-05
我平仓了100.0股
$三倍做空半导体ETF-Direxion Daily(SOXS)$
,运气不好,随意分享,希望好运常在(o^-')o✎ 运气不好,随意分享,希望好运常在(o^-')o✎
诗酒趋年华
09-05
我平仓了1手
$CRCL 20250926 120.0 PUT$
,今日股票小赚,纯属运气爆棚!随意分享,切勿跟风,投资还需理性,好运未必常在
诗酒趋年华
09-05
我开仓了1手
$MIU.HK 20250929 52.50 PUT$
,做一笔防护 保护正骨 自从拿手后 小米一直很萎靡 时间成本太高
诗酒趋年华
09-05
我开仓了1手
$FIG 20250919 55.0 PUT$
,赌一把人性 解禁会有大把股票出售 希望运气好点 能小赚一笔
诗酒趋年华
09-05
我平仓了1手
$MIU.HK 20250929 55.00 CALL$
,太幸运啦 刚好做了个盈利的T 继续每天一个小任务 希望否极泰来 好运常伴
诗酒趋年华
08-29
我开仓了200.0股
$英诺赛科(02577)$
,每天一个任务 剩下的就交给运气吧 哈哈哈哈哈哈哈哈
诗酒趋年华
08-28
我开仓了10.0股
$Circle Internet Corp.(CRCL)$
,我开仓了10.0股 $Circle Internet Corp.(CRCL)$ ,来看看我最新分享的订单!
诗酒趋年华
08-27
我开仓了1手
$CRCL 20250829 125.0 PUT$
,不知道这把的运气会怎样 且先看吧
诗酒趋年华
08-27
我平仓了1手
$CRCL 20250926 145.0 PUT$
,来看看我最新分享的订单!
诗酒趋年华
08-26
我平仓了1手
$HOOD 20250926 90.0 PUT$
,嗯 运气不错
诗酒趋年华
08-25
我开仓了1手
$CRCL 20250829 130.0 PUT$
,来看看我最新分享的订单!
诗酒趋年华
08-20
我平仓了300.0股
$英诺赛科(02577)$
,来看看我最新分享的订单!
@小虎看单
诗酒趋年华
08-12
保护费呗
伯恩斯坦炮轰英伟达、AMD对华芯片15%分成协议开创危险先例 但承认“85%总比0强”
诗酒趋年华
06-26
换个超大尺寸电视屏幕 再量 更有震撼感
诗酒趋年华
05-11
绿茶平价?
诗酒趋年华
2024-03-12
解禁信息在哪里可以看到呀?
@33_Tiger:
$ARM Holdings Ltd(ARM)$
3.13天量解禁,最好的对冲半导体选[冷漠]
诗酒趋年华
2024-02-12
送走穷鬼 龙年大运
去老虎APP查看更多动态
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没有回响","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476524540829912","isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":475475363779248,"gmtCreate":1757086141281,"gmtModify":1757092182372,"author":{"id":"16650600844563","authorId":"16650600844563","name":"诗酒趋年华","avatar":"https://static.tigerbbs.com/fd100277e27da615270bdeb875740617","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"16650600844563","authorIdStr":"16650600844563"},"themes":[],"htmlText":"我平仓了100.0股<a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$ </a>,运气不好,随意分享,希望好运常在(o^-')o✎ 运气不好,随意分享,希望好运常在(o^-')o✎","listText":"我平仓了100.0股<a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$ </a>,运气不好,随意分享,希望好运常在(o^-')o✎ 运气不好,随意分享,希望好运常在(o^-')o✎","text":"我平仓了100.0股$三倍做空半导体ETF-Direxion Daily(SOXS)$ 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12:07","market":"us","language":"zh","title":"伯恩斯坦炮轰英伟达、AMD对华芯片15%分成协议开创危险先例 但承认“85%总比0强”","url":"https://stock-news.laohu8.com/highlight/detail?id=2558961810","media":"智通财经","summary":"伯恩斯坦分析师对英伟达与AMD为换取出口许可、需将对华AI芯片销售收入15%上交美国政府的报道持否定态度,认为这一协议开创了不良先例,但也承认“能拿到85%总比一分没有强”。以斯泰西·拉斯贡为首的分析","content":"<html><head></head><body><p style=\"text-align: justify;\">伯恩斯坦分析师对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>与<a href=\"https://laohu8.com/S/AMD\">AMD</a>为换取出口许可、需将对华AI芯片销售收入15%上交美国政府的报道持否定态度,认为这一协议开创了不良先例,但也承认“能拿到85%总比一分没有强”。</p><p style=\"text-align: justify;\">以斯泰西·拉斯贡为首的分析师团队认为,允许英伟达和AMD向中国销售AI芯片更为合理。</p><p style=\"text-align: justify;\">拉斯贡及其团队表示:“因此,即便要让利15%,我们认为能保留85%总比颗粒无收强,只能接受这一结果。话虽如此,我们并不认同这一协议开创的先例(这种模式会仅适用于受管制产品吗?其他企业是否也将被要求付费才能进入该地区市场?在我们看来,这似乎是一个危险的滑坡……)。”</p><p style=\"text-align: justify;\">分析师补充道,他们不确定这一协议的目的何在:它或许能为美国政府带来一些收入,但似乎并未解决任何战略层面的问题。</p><p style=\"text-align: justify;\">分析师指出,相关企业很可能会将这部分成本转嫁给客户,尤其是英伟达,其产品需求旺盛,订单规模远超AMD一个量级。</p><p style=\"text-align: justify;\">拉斯贡团队提到,英伟达正基于Blackwell架构为中国市场开发新产品,这些产品据称符合现有技术门槛(因此无需出口许可),且英伟达似乎认为,随着时间推移,市场需求将转向这些新产品(而非现有Hopper架构产品)。</p><p style=\"text-align: justify;\">分析师进一步表示:“我们看到的新闻报道明确提及H20(以及AMD的MI308),15%的分成似乎是批准其出口许可协议的一部分。因此,更新的(合规的)Blackwell产品可能不会受此影响,这一推测是合理的。”</p></body></html>","source":"live_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>伯恩斯坦炮轰英伟达、AMD对华芯片15%分成协议开创危险先例 但承认“85%总比0强”</title>\n<style 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href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a1a8c5698b6f32ee1637556a15bb35b","relate_stocks":{"159813":"芯片","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1917777945.USD":"安联专题基金Cl AT Acc","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","BK4551":"寇图资本持仓","GFS":"GLOBALFOUNDRIES Inc.","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU0310799852.SGD":"FTIF - 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referrerpolicy=\"no-referrer\"/></p><p><b>工作经历</b></p><p>包凡先后服务于摩根士丹利和瑞士信贷,拥有七年华尔街投资银行经验,帮助数家领先的跨国企业进行资金募集、银行借贷、兼并收购等工作。</p><p>2000年,包凡加盟中国领先的通信软件和服务提供商亚信集团股份有限公司,担任首席战略官。</p><p>2005年,创建华兴资本集团。带领公司在新经济领域完成了包括证券承销、并购顾问、私募融资等约900亿美元的交易,并一路带领华兴资本成为中国领先的服务新经济的金融机构。</p><p>2017年11月,包凡进入链家董事会任董事。</p><p>包凡现担任华兴资本集团创始人兼首席执行官。</p><p><b>华兴资本简介</b></p><p>华兴资本集团成立于2005年,业务涵盖投资管理、私募融资、并购、证券发行与承销、证券研究与交易、财富管理及其他服务,是一家领先的综合性金融服务机构。17年来,作为数千名创新经济企业家值得信赖的资本市场伙伴,我们始终致力于探寻最卓越的企业,与之携手共进,共创价值,在蓬勃发展的创新经济中扮演着重要的生态角色。</p><p>华兴资本在北京、上海、香港、新加坡和纽约等地设有办公室,拥有逾700位员工。在多元化业务发展策略指引下,投资银行业务、投资管理业务及财富管理业务三线并行。</p><p>华兴资本投资银行业务开展于2005年,是集团的核心业务之一。其中私募融资财务顾问业务排名连续17年保持市场首位。集团在科技赛道的发展势头强劲,并在医疗、企业服务赛道均处于业界领先的地位。</p><p>集团已先后取得香港(2012)、美国(2013)、中国大陆(2016)和新加坡(2022)证券业务牌照。华兴证券(原名“华菁证券”)是CEPA协议下首批成立的合资券商。自成立以来,华兴证券有序开展投资银行、固定收益、资产管理、财富管理、证券经纪、证券研究等多项业务。</p><p>华兴新经济基金是投资管理业务下的旗舰产品,管理着四支美元基金和四支人民币基金。借助华兴资本集团的生态系统优势,华兴新经济基金拥有无与伦比的行业网络和广泛的市场覆盖,在成为众多创新经济企业家首选合作伙伴和准战略投资人的同时,也为全球投资者触达中国资产搭建新通路。</p></body></html>","source":"cxw","collect":0,"html":"<!DOCTYPE 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}\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华兴资本确认包凡失联,称业务及运作维持正常\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-16 21:24 北京时间 <a href=https://finance.caixin.com/2023-02-16/101998835.html><strong>财新网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华兴资本联交所公告,董事会得悉本公司暂时无法与包凡先生(本公司董事会主席、执行董事、首席执行官和控股股东)取得联系。董事会并不知悉任何数据显示包先生失去联络一事与或可能与本集团的业务和╱或运作有关,而本集团目前业务及运作维持正常。本公司的执行委员会(成员包括本公司的两名执行董事谢屹璟先生及王力行先生及其他本公司管理层)将继续负责本集团的日常管理和运作。本公司将于适当时候作出进一步公布。工作经历包凡...</p>\n\n<a href=\"https://finance.caixin.com/2023-02-16/101998835.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e167f8df51f73f06bc05ecff14d869a7","relate_stocks":{"01911":"华兴资本控股"},"source_url":"https://finance.caixin.com/2023-02-16/101998835.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160189217","content_text":"华兴资本联交所公告,董事会得悉本公司暂时无法与包凡先生(本公司董事会主席、执行董事、首席执行官和控股股东)取得联系。董事会并不知悉任何数据显示包先生失去联络一事与或可能与本集团的业务和╱或运作有关,而本集团目前业务及运作维持正常。本公司的执行委员会(成员包括本公司的两名执行董事谢屹璟先生及王力行先生及其他本公司管理层)将继续负责本集团的日常管理和运作。本公司将于适当时候作出进一步公布。工作经历包凡先后服务于摩根士丹利和瑞士信贷,拥有七年华尔街投资银行经验,帮助数家领先的跨国企业进行资金募集、银行借贷、兼并收购等工作。2000年,包凡加盟中国领先的通信软件和服务提供商亚信集团股份有限公司,担任首席战略官。2005年,创建华兴资本集团。带领公司在新经济领域完成了包括证券承销、并购顾问、私募融资等约900亿美元的交易,并一路带领华兴资本成为中国领先的服务新经济的金融机构。2017年11月,包凡进入链家董事会任董事。包凡现担任华兴资本集团创始人兼首席执行官。华兴资本简介华兴资本集团成立于2005年,业务涵盖投资管理、私募融资、并购、证券发行与承销、证券研究与交易、财富管理及其他服务,是一家领先的综合性金融服务机构。17年来,作为数千名创新经济企业家值得信赖的资本市场伙伴,我们始终致力于探寻最卓越的企业,与之携手共进,共创价值,在蓬勃发展的创新经济中扮演着重要的生态角色。华兴资本在北京、上海、香港、新加坡和纽约等地设有办公室,拥有逾700位员工。在多元化业务发展策略指引下,投资银行业务、投资管理业务及财富管理业务三线并行。华兴资本投资银行业务开展于2005年,是集团的核心业务之一。其中私募融资财务顾问业务排名连续17年保持市场首位。集团在科技赛道的发展势头强劲,并在医疗、企业服务赛道均处于业界领先的地位。集团已先后取得香港(2012)、美国(2013)、中国大陆(2016)和新加坡(2022)证券业务牌照。华兴证券(原名“华菁证券”)是CEPA协议下首批成立的合资券商。自成立以来,华兴证券有序开展投资银行、固定收益、资产管理、财富管理、证券经纪、证券研究等多项业务。华兴新经济基金是投资管理业务下的旗舰产品,管理着四支美元基金和四支人民币基金。借助华兴资本集团的生态系统优势,华兴新经济基金拥有无与伦比的行业网络和广泛的市场覆盖,在成为众多创新经济企业家首选合作伙伴和准战略投资人的同时,也为全球投资者触达中国资产搭建新通路。","news_type":1,"symbols_score_info":{"01911":0.9}},"isVote":1,"tweetType":1,"viewCount":2174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":834520271,"gmtCreate":1629814275493,"gmtModify":1629814275493,"author":{"id":"16650600844563","authorId":"16650600844563","name":"诗酒趋年华","avatar":"https://static.tigerbbs.com/fd100277e27da615270bdeb875740617","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"16650600844563","authorIdStr":"16650600844563"},"themes":[],"htmlText":"<a 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