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子弹蚁
05-23 19:33
他是逮谁咬谁呀
特朗普“威胁”苹果:在美国制造iPhone,否则征收至少25%关税
子弹蚁
05-23 19:24
$苹果(AAPL)$
我的天呢?苹果到底又什么没披露的吗?都涨一圈轮到他,他跳楼了。[喷血]
子弹蚁
05-23 18:01
能不能借这股东风再涨10个点,让我回本。
金斯瑞生物科技涨近5% 传奇生物将公布CARVYKTI最新数据
子弹蚁
05-23 15:56
$AAPL 2倍做多ETF-Direxion(AAPU)$
求解答,为什么aapu已经上涨0.15的时候,aapl却没有双倍上涨,反而涨幅为零?这就是大家口中常说的磨损吗?不懂啊,新手求解答。还有AAPU已经在上涨了,AAPL居然在下跌,如图所示。
子弹蚁
05-23 14:19
$阿里影业(01060)$
天呢,怎么从67块跌到今天一元不值的。
子弹蚁
05-22
$文远知行(WRD)$
人家小马今天又涨了15%,人家从底部四块已经涨五倍了,你可长点心吧,还一个赛道的呢。
子弹蚁
05-22
$红利股ETF-Vanguard(VYM)$
买盘和卖盘价格一个地,什么情况?
子弹蚁
05-21
$文远知行(WRD)$
一亿美金回购计划?直接涨吧,别洗了。
子弹蚁
05-21
$文远知行(WRD)$
这两位分析师是不是在给我画饼,我又买了100股。
子弹蚁
05-20
$Direxion Daily TSLA Bull 2X Shares(TSLL)$
加油加油,这一波能冲到16.5吗
子弹蚁
05-17
$Direxion Daily TSLA Bull 2X Shares(TSLL)$
然后13块多买到的香得很。
子弹蚁
05-16
$文远知行(WRD)$
我跑到美股,还是买了中概股,我活该亏呀。☹️
子弹蚁
05-16
Q2都过了一半多了,这个有多大参考性呢
段永平2025Q1持仓曝光,大幅减仓谷歌,增持拼多多、西方石油,苹果仍是第一重仓股
子弹蚁
05-15
$文远知行(WRD)$
能不能拉一拉呀,中概股的名声不能再⬇️了。
子弹蚁
05-12
得州?特朗普新改的名字吗?
美国得州与谷歌就侵犯数据隐私指控达成近14亿美元和解
子弹蚁
05-10
专注于中医治疗神经认知障碍?
脑再生科技盘中涨近60%,年初至今已狂飙超6300%!
子弹蚁
05-09
$文远知行(WRD)$
看看能不能到12
子弹蚁
05-08
$文远知行(WRD)$
第一次在美股买中概股,你可不能寒了我的心啊,八块多的本。
子弹蚁
05-08
$地平线机器人-W(09660)$
回到港股通一定会大涨吗?
子弹蚁
05-07
$地平线机器人-W(09660)$
六块卖的,七块进来了,好马偏要吃回头草[开心]
去老虎APP查看更多动态
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19:31","market":"us","language":"zh","title":"特朗普“威胁”苹果:在美国制造iPhone,否则征收至少25%关税","url":"https://stock-news.laohu8.com/highlight/detail?id=1194830776","media":"智通财经网","summary":"在美国销售的iPhone将在美国制造和生产的。","content":"<html><head></head><body><p>美国总统特朗普在社交媒体上表示:<strong>我很久以前就告诉苹果的蒂姆·库克,我希望他们在美国销售的iPhone将在美国制造和生产,而不是印度或其他任何地方。如果不是这样,苹果必须向美国支付至少25%的关税。</strong></p><p>据了解,特朗普此番针对苹果的激进表态发生在库克本周早些时候前往白宫与美国总统以及一众内阁成员举行会晤之后,会议具体内容未知。此行之前,特朗普本月曾表示自己“对蒂姆·库克有点意见”。</p><p style=\"text-align: justify;\">特朗普在中东访问期间谈及库克和苹果的印度制造计划,以及苹果iPhone制造合作伙伴们在印度扩张产能的计划时表示:“他正在印度各地建厂,而我不希望你们在印度建厂,而是来美国生产iPhone。”</p><p style=\"text-align: justify;\">特朗普还表示,在双方进行深度交流后,苹果将“增加其在美国的产量”。此前在今年2月,苹果宣布未来四年将在美国投资约5000亿美元在美国扩大iPhone等消费电子产品产能以及扩大所谓的“果链”——即“苹果代工与供应链”企业在美国的产能。</p><p style=\"text-align: justify;\">此前的财报电话会上,库克试图缓解投资者们对美国政府关税政策的担忧情绪。他对分析师们表示,他相信“在美国销售的大多数 iPhone 的原产国将是印度”,而越南将生产大多数iPad、Mac、Apple Watch 和 AirPods。</p><p style=\"text-align: justify;\">华尔街知名投资机构Wedbush Securities在特朗普威胁将对于苹果征收25%关税后指出,特朗普此举令投资者情绪转向悲观,尽管面临特朗普施加的关税压力,苹果及其制造合作伙伴仍然很可能继续将iPhone生产中心留在印度和中国。</p><p style=\"text-align: justify;\">该机构还表示:“尽管苹果已宣布将向美国投资5000亿美元,主要用于人工智能驱动的计划以及产能扩张,但考虑到这种计划所需的颠覆性的成本模型和异常艰难的供应链转移,我们认为 iPhone 不可能在短期内,甚至中长期也不可能在美国生产。”</p><p style=\"text-align: justify;\">Wedbush的分析师团队补充道,如果苹果完全在美国生产 iPhone,其价格大约为3,500 美元,甚至远超该价格,生产周期可能为五到十年,这对于这家科技巨头来说是一个“不可行的童话故事”。</p><p style=\"text-align: justify;\">由于不确定性增加,Wedbush的分析师们现在认为,苹果首席执行官蒂姆·库克可能会提高他的政治技巧,并试图“在谈判中应对这种复杂的关税局势,尤其是在今年秋季开始生产iPhone 17 时”。</p><p style=\"text-align: justify;\">苹果全球年销售超2.2亿部iPhone,Counterpoint Research的研究数据显示,目前美国进口的iPhone产品中大约五分之一来自印度制造,其余基本上来自中国iPhone制造中心。</p><p style=\"text-align: justify;\">对于苹果面临的关税压力以及消费者购买iPhone的成本而言,最新的积极消息无疑在于——中美经贸高层经瑞士日内瓦经贸会谈之后达成积极共识,宣布将大幅降低双边关税水平。根据多家金融机构测算,最新贸易共识意味着当前对绝大多数商品而言,美国对华今年的新增关税从145%大幅降至30%(芬太尼20%+对等关税10%)。</p><p style=\"text-align: justify;\">华尔街金融巨头摩根士丹利近日发布深度研究报告称,通过快速提升位于印度的多家大型iPhone制造工厂产能以及比以往更加有针对性的iPhone产品存储组合转变与调整,而不是在将生产线转移至美国,可能显著缓解关税政策带来的对于苹果基本面的负面冲击。</p><p style=\"text-align: justify;\">华尔街大行美国银行近日发布研报称,基于苹果持续稳健的盈利能力、对于关税政策的担忧引发苹果旗下消费电子产品需求大幅前置“强化换机逻辑”进而带动毛利率改善,以及即使基于新一代更先进AI功能的Siri数字助手延期,苹果iPhone业务营收仍有望基于关税以及AI功能共同驱动的换机需求而实现稳健增长,再加上苹果长期持续的大额回购等股东回报举措,重申对于苹果股票的“买入”这一最乐观看涨评级,对于苹果的目标股价从250美元小幅下调至240美元。</p></body></html>","source":"highlight_zhitongcaijin","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>特朗普“威胁”苹果:在美国制造iPhone,否则征收至少25%关税</title>\n<style 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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特朗普“威胁”苹果:在美国制造iPhone,否则征收至少25%关税\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-23 19:31 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1297115.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国总统特朗普在社交媒体上表示:我很久以前就告诉苹果的蒂姆·库克,我希望他们在美国销售的iPhone将在美国制造和生产,而不是印度或其他任何地方。如果不是这样,苹果必须向美国支付至少25%的关税。据了解,特朗普此番针对苹果的激进表态发生在库克本周早些时候前往白宫与美国总统以及一众内阁成员举行会晤之后,会议具体内容未知。此行之前,特朗普本月曾表示自己“对蒂姆·库克有点意见”。特朗普在中东访问期间谈及...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1297115.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/bef220ec799cceb85c01a6a7e534d55d","relate_stocks":{},"source_url":"https://www.zhitongcaijing.com/content/detail/1297115.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1194830776","content_text":"美国总统特朗普在社交媒体上表示:我很久以前就告诉苹果的蒂姆·库克,我希望他们在美国销售的iPhone将在美国制造和生产,而不是印度或其他任何地方。如果不是这样,苹果必须向美国支付至少25%的关税。据了解,特朗普此番针对苹果的激进表态发生在库克本周早些时候前往白宫与美国总统以及一众内阁成员举行会晤之后,会议具体内容未知。此行之前,特朗普本月曾表示自己“对蒂姆·库克有点意见”。特朗普在中东访问期间谈及库克和苹果的印度制造计划,以及苹果iPhone制造合作伙伴们在印度扩张产能的计划时表示:“他正在印度各地建厂,而我不希望你们在印度建厂,而是来美国生产iPhone。”特朗普还表示,在双方进行深度交流后,苹果将“增加其在美国的产量”。此前在今年2月,苹果宣布未来四年将在美国投资约5000亿美元在美国扩大iPhone等消费电子产品产能以及扩大所谓的“果链”——即“苹果代工与供应链”企业在美国的产能。此前的财报电话会上,库克试图缓解投资者们对美国政府关税政策的担忧情绪。他对分析师们表示,他相信“在美国销售的大多数 iPhone 的原产国将是印度”,而越南将生产大多数iPad、Mac、Apple Watch 和 AirPods。华尔街知名投资机构Wedbush Securities在特朗普威胁将对于苹果征收25%关税后指出,特朗普此举令投资者情绪转向悲观,尽管面临特朗普施加的关税压力,苹果及其制造合作伙伴仍然很可能继续将iPhone生产中心留在印度和中国。该机构还表示:“尽管苹果已宣布将向美国投资5000亿美元,主要用于人工智能驱动的计划以及产能扩张,但考虑到这种计划所需的颠覆性的成本模型和异常艰难的供应链转移,我们认为 iPhone 不可能在短期内,甚至中长期也不可能在美国生产。”Wedbush的分析师团队补充道,如果苹果完全在美国生产 iPhone,其价格大约为3,500 美元,甚至远超该价格,生产周期可能为五到十年,这对于这家科技巨头来说是一个“不可行的童话故事”。由于不确定性增加,Wedbush的分析师们现在认为,苹果首席执行官蒂姆·库克可能会提高他的政治技巧,并试图“在谈判中应对这种复杂的关税局势,尤其是在今年秋季开始生产iPhone 17 时”。苹果全球年销售超2.2亿部iPhone,Counterpoint Research的研究数据显示,目前美国进口的iPhone产品中大约五分之一来自印度制造,其余基本上来自中国iPhone制造中心。对于苹果面临的关税压力以及消费者购买iPhone的成本而言,最新的积极消息无疑在于——中美经贸高层经瑞士日内瓦经贸会谈之后达成积极共识,宣布将大幅降低双边关税水平。根据多家金融机构测算,最新贸易共识意味着当前对绝大多数商品而言,美国对华今年的新增关税从145%大幅降至30%(芬太尼20%+对等关税10%)。华尔街金融巨头摩根士丹利近日发布深度研究报告称,通过快速提升位于印度的多家大型iPhone制造工厂产能以及比以往更加有针对性的iPhone产品存储组合转变与调整,而不是在将生产线转移至美国,可能显著缓解关税政策带来的对于苹果基本面的负面冲击。华尔街大行美国银行近日发布研报称,基于苹果持续稳健的盈利能力、对于关税政策的担忧引发苹果旗下消费电子产品需求大幅前置“强化换机逻辑”进而带动毛利率改善,以及即使基于新一代更先进AI功能的Siri数字助手延期,苹果iPhone业务营收仍有望基于关税以及AI功能共同驱动的换机需求而实现稳健增长,再加上苹果长期持续的大额回购等股东回报举措,重申对于苹果股票的“买入”这一最乐观看涨评级,对于苹果的目标股价从250美元小幅下调至240美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":438126866363240,"gmtCreate":1747999497464,"gmtModify":1747999498734,"author":{"id":"249902866108642","authorId":"249902866108642","name":"子弹蚁","avatar":"https://static.tigerbbs.com/78fe95d34e5b0338902e030e157edcc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"249902866108642","idStr":"249902866108642"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 我的天呢?苹果到底又什么没披露的吗?都涨一圈轮到他,他跳楼了。[喷血] ","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 我的天呢?苹果到底又什么没披露的吗?都涨一圈轮到他,他跳楼了。[喷血] ","text":"$苹果(AAPL)$ 我的天呢?苹果到底又什么没披露的吗?都涨一圈轮到他,他跳楼了。[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/438126866363240","isVote":1,"tweetType":1,"viewCount":1397,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"249902866108642","authorId":"249902866108642","name":"子弹蚁","avatar":"https://static.tigerbbs.com/78fe95d34e5b0338902e030e157edcc8","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"249902866108642","idStr":"249902866108642"},"content":"我觉得他生日前肯定要大赦天下,涨一波给自己做贺礼。大家有子弹的可以上,肯定是低点。","text":"我觉得他生日前肯定要大赦天下,涨一波给自己做贺礼。大家有子弹的可以上,肯定是低点。","html":"我觉得他生日前肯定要大赦天下,涨一波给自己做贺礼。大家有子弹的可以上,肯定是低点。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":438105042219304,"gmtCreate":1747994473661,"gmtModify":1747994474960,"author":{"id":"249902866108642","authorId":"249902866108642","name":"子弹蚁","avatar":"https://static.tigerbbs.com/78fe95d34e5b0338902e030e157edcc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"249902866108642","idStr":"249902866108642"},"themes":[],"htmlText":"能不能借这股东风再涨10个点,让我回本。","listText":"能不能借这股东风再涨10个点,让我回本。","text":"能不能借这股东风再涨10个点,让我回本。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/438105042219304","repostId":"2537977995","repostType":2,"repost":{"id":"2537977995","kind":"news","pubTimestamp":1747966802,"share":"https://www.laohu8.com/m/news/2537977995?lang=&edition=full","pubTime":"2025-05-23 10:20","market":"us","language":"zh","title":"金斯瑞生物科技涨近5% 传奇生物将公布CARVYKTI最新数据","url":"https://stock-news.laohu8.com/highlight/detail?id=2537977995","media":"iDoNews","summary":"5月23日,金斯瑞生物科技股价上涨4.59%,报12.30港元。其联营公司传奇生物宣布将在2025年ASCO与EHA大会上发布CARVYKTI®(西达基奥仑赛)治疗多发性骨髓瘤的最新临床资料。此消息推动金斯瑞股价三连阳,成交额达1.53亿港元。","content":"<html><body><article><p>5月23日,<a href=\"https://laohu8.com/S/01548\">金斯瑞生物科技</a>股价上涨4.59%,报12.30港元。其联营公司<a href=\"https://laohu8.com/S/LEGN\">传奇生物</a>宣布将在2025年ASCO与EHA大会上发布CARVYKTI®(西达基奥仑赛)治疗多发性骨髓瘤的最新临床资料。此消息推动金斯瑞股价三连阳,成交额达1.53亿港元。</p></article></body></html>","source":"tencent","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>金斯瑞生物科技涨近5% 传奇生物将公布CARVYKTI最新数据</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202505231023309762a979&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202505231023309762a979&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2537977995","content_text":"5月23日,金斯瑞生物科技股价上涨4.59%,报12.30港元。其联营公司传奇生物宣布将在2025年ASCO与EHA大会上发布CARVYKTI®(西达基奥仑赛)治疗多发性骨髓瘤的最新临床资料。此消息推动金斯瑞股价三连阳,成交额达1.53亿港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":438073798349000,"gmtCreate":1747987017093,"gmtModify":1747987020967,"author":{"id":"249902866108642","authorId":"249902866108642","name":"子弹蚁","avatar":"https://static.tigerbbs.com/78fe95d34e5b0338902e030e157edcc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"249902866108642","idStr":"249902866108642"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPU\">$AAPL 2倍做多ETF-Direxion(AAPU)$ </a><v-v data-views=\"1\"></v-v> 求解答,为什么aapu已经上涨0.15的时候,aapl却没有双倍上涨,反而涨幅为零?这就是大家口中常说的磨损吗?不懂啊,新手求解答。还有AAPU已经在上涨了,AAPL居然在下跌,如图所示。","listText":"<a href=\"https://laohu8.com/S/AAPU\">$AAPL 2倍做多ETF-Direxion(AAPU)$ </a><v-v data-views=\"1\"></v-v> 求解答,为什么aapu已经上涨0.15的时候,aapl却没有双倍上涨,反而涨幅为零?这就是大家口中常说的磨损吗?不懂啊,新手求解答。还有AAPU已经在上涨了,AAPL居然在下跌,如图所示。","text":"$AAPL 2倍做多ETF-Direxion(AAPU)$ 求解答,为什么aapu已经上涨0.15的时候,aapl却没有双倍上涨,反而涨幅为零?这就是大家口中常说的磨损吗?不懂啊,新手求解答。还有AAPU已经在上涨了,AAPL居然在下跌,如图所示。","images":[{"img":"https://static.tigerbbs.com/5e9124f9db3542bb65ddc0e31adba09e","width":"1170","height":"521"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/438073798349000","isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000012227","authorId":"10000000000012227","name":"虎村碎嘴王","avatar":"https://static.tigerbbs.com/ad05f54f2027a2103b6563298b773210","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000012227","idStr":"10000000000012227"},"content":"AAPU 是 AAPL 的两倍做多 ETF,意思是它试图每日收益为 AAPL 的两倍,但这是“每日”的双倍,不是长期双倍。 比如今天 AAPL 涨 1%,AAPU 尝试涨 2%。但如果是 昨天 AAPL 涨,今天跌,AAPU 可能净值还涨,而 AAPL 本身今天是跌的。 ETF每日重新平衡,长期持有就会出现“磨损效应”——高波动时双倍反而赚不到双倍,甚至赔钱。","text":"AAPU 是 AAPL 的两倍做多 ETF,意思是它试图每日收益为 AAPL 的两倍,但这是“每日”的双倍,不是长期双倍。 比如今天 AAPL 涨 1%,AAPU 尝试涨 2%。但如果是 昨天 AAPL 涨,今天跌,AAPU 可能净值还涨,而 AAPL 本身今天是跌的。 ETF每日重新平衡,长期持有就会出现“磨损效应”——高波动时双倍反而赚不到双倍,甚至赔钱。","html":"AAPU 是 AAPL 的两倍做多 ETF,意思是它试图每日收益为 AAPL 的两倍,但这是“每日”的双倍,不是长期双倍。 比如今天 AAPL 涨 1%,AAPU 尝试涨 2%。但如果是 昨天 AAPL 涨,今天跌,AAPU 可能净值还涨,而 AAPL 本身今天是跌的。 ETF每日重新平衡,长期持有就会出现“磨损效应”——高波动时双倍反而赚不到双倍,甚至赔钱。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":438051987796336,"gmtCreate":1747981147982,"gmtModify":1747981149333,"author":{"id":"249902866108642","authorId":"249902866108642","name":"子弹蚁","avatar":"https://static.tigerbbs.com/78fe95d34e5b0338902e030e157edcc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"249902866108642","idStr":"249902866108642"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01060\">$阿里影业(01060)$</a> 天呢,怎么从67块跌到今天一元不值的。","listText":"<a href=\"https://laohu8.com/S/01060\">$阿里影业(01060)$</a> 天呢,怎么从67块跌到今天一元不值的。","text":"$阿里影业(01060)$ 天呢,怎么从67块跌到今天一元不值的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/438051987796336","isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437828785827968,"gmtCreate":1747926953965,"gmtModify":1747926955389,"author":{"id":"249902866108642","authorId":"249902866108642","name":"子弹蚁","avatar":"https://static.tigerbbs.com/78fe95d34e5b0338902e030e157edcc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"249902866108642","idStr":"249902866108642"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$ </a> 人家小马今天又涨了15%,人家从底部四块已经涨五倍了,你可长点心吧,还一个赛道的呢。","listText":"<a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$ </a> 人家小马今天又涨了15%,人家从底部四块已经涨五倍了,你可长点心吧,还一个赛道的呢。","text":"$文远知行(WRD)$ 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Bull 2X Shares(TSLL)$ </a> 然后13块多买到的香得很。","listText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> 然后13块多买到的香得很。","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 然后13块多买到的香得很。","images":[{"img":"https://static.tigerbbs.com/b9d61f0c6893be18fa050644191b7eb0","width":"1170","height":"2658"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/435820585447648","isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":435686969131152,"gmtCreate":1747404998417,"gmtModify":1747404999677,"author":{"id":"249902866108642","authorId":"249902866108642","name":"子弹蚁","avatar":"https://static.tigerbbs.com/78fe95d34e5b0338902e030e157edcc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"249902866108642","idStr":"249902866108642"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$ </a> 我跑到美股,还是买了中概股,我活该亏呀。☹️","listText":"<a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$ </a> 我跑到美股,还是买了中概股,我活该亏呀。☹️","text":"$文远知行(WRD)$ 我跑到美股,还是买了中概股,我活该亏呀。☹️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435686969131152","isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435505570078808,"gmtCreate":1747365073491,"gmtModify":1747365075416,"author":{"id":"249902866108642","authorId":"249902866108642","name":"子弹蚁","avatar":"https://static.tigerbbs.com/78fe95d34e5b0338902e030e157edcc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"249902866108642","idStr":"249902866108642"},"themes":[],"htmlText":"Q2都过了一半多了,这个有多大参考性呢","listText":"Q2都过了一半多了,这个有多大参考性呢","text":"Q2都过了一半多了,这个有多大参考性呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435505570078808","repostId":"1117573558","repostType":2,"repost":{"id":"1117573558","kind":"news","pubTimestamp":1747363690,"share":"https://www.laohu8.com/m/news/1117573558?lang=&edition=full","pubTime":"2025-05-16 10:48","market":"us","language":"zh","title":"段永平2025Q1持仓曝光,大幅减仓谷歌,增持拼多多、西方石油,苹果仍是第一重仓股","url":"https://stock-news.laohu8.com/highlight/detail?id=1117573558","media":"逍遥投资笔记","summary":"段永平旗下基金H&H International Investment, LLC,25Q1持仓总金额120亿美金,24Q4持仓总金额145.2亿美金,持仓规模环比降低17.3%。25Q1段永平美股持有11只股票,24Q4美股持有8只股票,25Q1新建仓了微软,英伟达和台积电三只股票,没有清仓股票。25Q1持仓前四位公司是苹果、伯克希尔B、拼多多、西方石油,本季度谷歌从上季度第三大持仓,减仓至第六大持仓。谷歌:本季度减持265.6万股,持股数环比降低70.5%,最新持股数111.1万股,持仓金额1.74亿美金,持仓比例1.45%。","content":"<html><head></head><body><p style=\"text-align: left;\">2025Q1持仓明细:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1bd9ec067ae055596dbdf1e839ef274a\" alt=\"图片\" title=\"图片\" tg-width=\"1080\" tg-height=\"625\"/><span>图片</span></p><p style=\"text-align: left;\">2024Q4持仓明细:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d102b11ca5bf1bce370d3fa5f571aa8e\" alt=\"图片\" title=\"图片\" tg-width=\"1080\" tg-height=\"481\"/><span>图片</span></p><p style=\"text-align: justify;\">注:表中金额单位均为千美金。</p><p style=\"text-align: justify;\">段永平旗下基金H&H International Investment, LLC,25Q1持仓总金额120亿美金,24Q4持仓总金额145.2亿美金,持仓规模环比降低17.3%。</p><p style=\"text-align: justify;\">25Q1段永平美股持有11只股票,24Q4美股持有8只股票,25Q1新建仓了微软,英伟达和台积电三只股票,没有清仓股票。</p><p>25Q1持仓前四位公司是苹果、伯克希尔B、拼多多、西方石油,本季度谷歌从上季度第三大持仓,减仓至第六大持仓。前四名持仓占比分别为63.3%、15%、7.6%、5.7%;持股金额分别为76亿美金,18亿美金,9.2亿美金,6.8亿美金。</p><h3 id=\"id_1473948951\">持仓变动明细<br/></h3><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/13019d0d2f54568b33e9ac46a49760c0\" alt=\"图片\" title=\"图片\" tg-width=\"1080\" tg-height=\"449\"/><span>图片</span></p><p style=\"text-align: justify;\">25Q1段永平持有11只股票,相对24Q4,新建仓了3家公司,没有清仓公司。</p><p style=\"text-align: justify;\"><strong>新建仓三只股票:</strong></p><p style=\"text-align: justify;\">微软:本季度买入29.9万股微软,价值1.12亿美金,持仓占比0.94%;</p><p style=\"text-align: justify;\">英伟达:本季度买入64.5万股微软,价值0.7亿美金,持仓占比0.58%;</p><p style=\"text-align: justify;\">台积电:本季度买入27.2万股微软,价值0.45亿美金,持仓占比0.38%;</p><p style=\"text-align: justify;\">新建仓的三只股票总持仓金额2.27亿美金,持仓总占比1.89%。结合段永平雪球的帖子来看,微软,英伟达,台积电,大概率是通过put行权买入的。</p><p style=\"text-align: justify;\"><strong>增持两只股票:</strong></p><p style=\"text-align: justify;\">拼多多:本季度增持52.5万股,持股数环比增加7.27%,最新持股数775.4万股,持仓金额9.2亿美金,持仓比例7.6%。</p><p style=\"text-align: justify;\">西方石油:本季度增持24.9万股,持股数环比增加1.83%,最新持股数1382.6万股,持仓金额6.8亿美金,持仓比例5.7%。</p><p style=\"text-align: justify;\"><strong>减持六只股票:</strong></p><p style=\"text-align: justify;\">苹果:本季度减持664万股,持股数环比降低16.3%,最新持股数3422.4万股,持仓金额76亿美金,持仓比例63.3%。</p><p style=\"text-align: justify;\">伯克希尔B:本季度减持24万股,持股数环比降低6.6%,最新持股数338.1万股,持仓金额18亿美金,持仓比例15%。</p><p style=\"text-align: justify;\">阿里巴巴:本季度减持146.9万股,持股数环比降低26.9%,最新持股数398.2万股,持仓金额5.3亿美金,持仓比例4.4%。</p><p style=\"text-align: justify;\">谷歌:本季度减持265.6万股,持股数环比降低70.5%,最新持股数111.1万股,持仓金额1.74亿美金,持仓比例1.45%。</p><p style=\"text-align: justify;\">迪士尼&Moderna:持股金额较小,不多说明。</p></body></html>","source":"lsy1708089163802","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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href=https://mp.weixin.qq.com/s/t0MKFuF5SI3tdWjkbUa0Eg><strong>逍遥投资笔记</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2025Q1持仓明细:图片2024Q4持仓明细:图片注:表中金额单位均为千美金。段永平旗下基金H&H International Investment, LLC,25Q1持仓总金额120亿美金,24Q4持仓总金额145.2亿美金,持仓规模环比降低17.3%。25Q1段永平美股持有11只股票,24Q4美股持有8只股票,25Q1新建仓了微软,英伟达和台积电三只股票,没有清仓股票。25Q1持仓前四位公司...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/t0MKFuF5SI3tdWjkbUa0Eg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/bbc0af1ffd1bee8502f8e6f7e165e8aa","relate_stocks":{"GOOGL":"谷歌A","OXY":"西方石油"},"source_url":"https://mp.weixin.qq.com/s/t0MKFuF5SI3tdWjkbUa0Eg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117573558","content_text":"2025Q1持仓明细:图片2024Q4持仓明细:图片注:表中金额单位均为千美金。段永平旗下基金H&H International Investment, LLC,25Q1持仓总金额120亿美金,24Q4持仓总金额145.2亿美金,持仓规模环比降低17.3%。25Q1段永平美股持有11只股票,24Q4美股持有8只股票,25Q1新建仓了微软,英伟达和台积电三只股票,没有清仓股票。25Q1持仓前四位公司是苹果、伯克希尔B、拼多多、西方石油,本季度谷歌从上季度第三大持仓,减仓至第六大持仓。前四名持仓占比分别为63.3%、15%、7.6%、5.7%;持股金额分别为76亿美金,18亿美金,9.2亿美金,6.8亿美金。持仓变动明细图片25Q1段永平持有11只股票,相对24Q4,新建仓了3家公司,没有清仓公司。新建仓三只股票:微软:本季度买入29.9万股微软,价值1.12亿美金,持仓占比0.94%;英伟达:本季度买入64.5万股微软,价值0.7亿美金,持仓占比0.58%;台积电:本季度买入27.2万股微软,价值0.45亿美金,持仓占比0.38%;新建仓的三只股票总持仓金额2.27亿美金,持仓总占比1.89%。结合段永平雪球的帖子来看,微软,英伟达,台积电,大概率是通过put行权买入的。增持两只股票:拼多多:本季度增持52.5万股,持股数环比增加7.27%,最新持股数775.4万股,持仓金额9.2亿美金,持仓比例7.6%。西方石油:本季度增持24.9万股,持股数环比增加1.83%,最新持股数1382.6万股,持仓金额6.8亿美金,持仓比例5.7%。减持六只股票:苹果:本季度减持664万股,持股数环比降低16.3%,最新持股数3422.4万股,持仓金额76亿美金,持仓比例63.3%。伯克希尔B:本季度减持24万股,持股数环比降低6.6%,最新持股数338.1万股,持仓金额18亿美金,持仓比例15%。阿里巴巴:本季度减持146.9万股,持股数环比降低26.9%,最新持股数398.2万股,持仓金额5.3亿美金,持仓比例4.4%。谷歌:本季度减持265.6万股,持股数环比降低70.5%,最新持股数111.1万股,持仓金额1.74亿美金,持仓比例1.45%。迪士尼&Moderna:持股金额较小,不多说明。","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435393954283792,"gmtCreate":1747306869942,"gmtModify":1747306871325,"author":{"id":"249902866108642","authorId":"249902866108642","name":"子弹蚁","avatar":"https://static.tigerbbs.com/78fe95d34e5b0338902e030e157edcc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"249902866108642","idStr":"249902866108642"},"themes":[],"htmlText":"<a 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10:20","market":"us","language":"zh","title":"美国得州与谷歌就侵犯数据隐私指控达成近14亿美元和解","url":"https://stock-news.laohu8.com/highlight/detail?id=2534494180","media":"网易新闻","summary":"美国得州总检察长肯·帕克斯顿当地时间5月9日发布声明称,谷歌已同意支付13.75亿美元,与得州就侵犯用户数据隐私的指控达成原则和解。2022年,帕克斯顿起诉谷歌非法追踪和收集有关地理位置、隐身模式和生物识别的用户隐私数据。谷歌发言人对此回应称,和解协议已了结一系列“旧索赔”,其中一些涉及公司已改变的产品政策,“很高兴能将这些问题抛诸脑后,我们将继续在服务中建立强有力的隐私控制机制”。\n\n\n海量资讯、精准解读,尽在新浪财经APP","content":"<html><body><div>\n<p cms-style=\"font-L\">美国得州总检察长肯·帕克斯顿当地时间5月9日发布声明称,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>已同意支付13.75亿美元,与得州就侵犯用户数据隐私的指控达成原则和解。</p><p cms-style=\"font-L\">2022年,帕克斯顿起诉谷歌非法追踪和收集有关地理位置、隐身模式和生物识别的用户隐私数据。</p><p cms-style=\"font-L\">谷歌发言人对此回应称,和解协议已了结一系列“旧索赔”,其中一些涉及公司已改变的产品政策,“很高兴能将这些问题抛诸脑后,我们将继续在服务中建立强有力的隐私控制机制”。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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href=https://finance.sina.com.cn/roll/2025-05-10/doc-inevzuhy6734462.shtml><strong>网易新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国得州总检察长肯·帕克斯顿当地时间5月9日发布声明称,谷歌已同意支付13.75亿美元,与得州就侵犯用户数据隐私的指控达成原则和解。2022年,帕克斯顿起诉谷歌非法追踪和收集有关地理位置、隐身模式和生物识别的用户隐私数据。谷歌发言人对此回应称,和解协议已了结一系列“旧索赔”,其中一些涉及公司已改变的产品政策,“很高兴能将这些问题抛诸脑后,我们将继续在服务中建立强有力的隐私控制机制”。\n\n\n海量资讯...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2025-05-10/doc-inevzuhy6734462.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" 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然后13块多买到的香得很。","images":[{"img":"https://static.tigerbbs.com/b9d61f0c6893be18fa050644191b7eb0","width":"1170","height":"2658"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/435820585447648","isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":432768575176912,"gmtCreate":1746690143176,"gmtModify":1746690146192,"author":{"id":"249902866108642","authorId":"249902866108642","name":"子弹蚁","avatar":"https://static.tigerbbs.com/78fe95d34e5b0338902e030e157edcc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"249902866108642","authorIdStr":"249902866108642"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 回到港股通一定会大涨吗?","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 回到港股通一定会大涨吗?","text":"$地平线机器人-W(09660)$ 回到港股通一定会大涨吗?","images":[{"img":"https://static.tigerbbs.com/7fb31ac4493123357447ca0c0e98fb38","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/432768575176912","isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548296125002433","authorId":"3548296125002433","name":"casifa","avatar":"https://static.tigerbbs.com/66888659c54469de7254c46bff2bf28a","crmLevel":8,"crmLevelSwitch":0,"idStr":"3548296125002433","authorIdStr":"3548296125002433"},"content":"这个什么时候进港股通","text":"这个什么时候进港股通","html":"这个什么时候进港股通"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":432474197992048,"gmtCreate":1746595360235,"gmtModify":1746595363353,"author":{"id":"249902866108642","authorId":"249902866108642","name":"子弹蚁","avatar":"https://static.tigerbbs.com/78fe95d34e5b0338902e030e157edcc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"249902866108642","authorIdStr":"249902866108642"},"themes":[],"htmlText":"<a 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专业人士说说,这支到了40,能入吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/421862178279616","isVote":1,"tweetType":1,"viewCount":1219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435505570078808,"gmtCreate":1747365073491,"gmtModify":1747365075416,"author":{"id":"249902866108642","authorId":"249902866108642","name":"子弹蚁","avatar":"https://static.tigerbbs.com/78fe95d34e5b0338902e030e157edcc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"249902866108642","authorIdStr":"249902866108642"},"themes":[],"htmlText":"Q2都过了一半多了,这个有多大参考性呢","listText":"Q2都过了一半多了,这个有多大参考性呢","text":"Q2都过了一半多了,这个有多大参考性呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435505570078808","repostId":"1117573558","repostType":2,"repost":{"id":"1117573558","kind":"news","pubTimestamp":1747363690,"share":"https://www.laohu8.com/m/news/1117573558?lang=&edition=full","pubTime":"2025-05-16 10:48","market":"us","language":"zh","title":"段永平2025Q1持仓曝光,大幅减仓谷歌,增持拼多多、西方石油,苹果仍是第一重仓股","url":"https://stock-news.laohu8.com/highlight/detail?id=1117573558","media":"逍遥投资笔记","summary":"段永平旗下基金H&H International Investment, LLC,25Q1持仓总金额120亿美金,24Q4持仓总金额145.2亿美金,持仓规模环比降低17.3%。25Q1段永平美股持有11只股票,24Q4美股持有8只股票,25Q1新建仓了微软,英伟达和台积电三只股票,没有清仓股票。25Q1持仓前四位公司是苹果、伯克希尔B、拼多多、西方石油,本季度谷歌从上季度第三大持仓,减仓至第六大持仓。谷歌:本季度减持265.6万股,持股数环比降低70.5%,最新持股数111.1万股,持仓金额1.74亿美金,持仓比例1.45%。","content":"<html><head></head><body><p style=\"text-align: left;\">2025Q1持仓明细:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1bd9ec067ae055596dbdf1e839ef274a\" alt=\"图片\" title=\"图片\" tg-width=\"1080\" tg-height=\"625\"/><span>图片</span></p><p style=\"text-align: left;\">2024Q4持仓明细:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d102b11ca5bf1bce370d3fa5f571aa8e\" alt=\"图片\" title=\"图片\" tg-width=\"1080\" tg-height=\"481\"/><span>图片</span></p><p style=\"text-align: justify;\">注:表中金额单位均为千美金。</p><p style=\"text-align: justify;\">段永平旗下基金H&H International Investment, LLC,25Q1持仓总金额120亿美金,24Q4持仓总金额145.2亿美金,持仓规模环比降低17.3%。</p><p style=\"text-align: justify;\">25Q1段永平美股持有11只股票,24Q4美股持有8只股票,25Q1新建仓了微软,英伟达和台积电三只股票,没有清仓股票。</p><p>25Q1持仓前四位公司是苹果、伯克希尔B、拼多多、西方石油,本季度谷歌从上季度第三大持仓,减仓至第六大持仓。前四名持仓占比分别为63.3%、15%、7.6%、5.7%;持股金额分别为76亿美金,18亿美金,9.2亿美金,6.8亿美金。</p><h3 id=\"id_1473948951\">持仓变动明细<br/></h3><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/13019d0d2f54568b33e9ac46a49760c0\" alt=\"图片\" title=\"图片\" tg-width=\"1080\" tg-height=\"449\"/><span>图片</span></p><p style=\"text-align: justify;\">25Q1段永平持有11只股票,相对24Q4,新建仓了3家公司,没有清仓公司。</p><p style=\"text-align: justify;\"><strong>新建仓三只股票:</strong></p><p style=\"text-align: justify;\">微软:本季度买入29.9万股微软,价值1.12亿美金,持仓占比0.94%;</p><p style=\"text-align: justify;\">英伟达:本季度买入64.5万股微软,价值0.7亿美金,持仓占比0.58%;</p><p style=\"text-align: justify;\">台积电:本季度买入27.2万股微软,价值0.45亿美金,持仓占比0.38%;</p><p style=\"text-align: justify;\">新建仓的三只股票总持仓金额2.27亿美金,持仓总占比1.89%。结合段永平雪球的帖子来看,微软,英伟达,台积电,大概率是通过put行权买入的。</p><p style=\"text-align: justify;\"><strong>增持两只股票:</strong></p><p style=\"text-align: justify;\">拼多多:本季度增持52.5万股,持股数环比增加7.27%,最新持股数775.4万股,持仓金额9.2亿美金,持仓比例7.6%。</p><p style=\"text-align: justify;\">西方石油:本季度增持24.9万股,持股数环比增加1.83%,最新持股数1382.6万股,持仓金额6.8亿美金,持仓比例5.7%。</p><p style=\"text-align: justify;\"><strong>减持六只股票:</strong></p><p style=\"text-align: justify;\">苹果:本季度减持664万股,持股数环比降低16.3%,最新持股数3422.4万股,持仓金额76亿美金,持仓比例63.3%。</p><p style=\"text-align: justify;\">伯克希尔B:本季度减持24万股,持股数环比降低6.6%,最新持股数338.1万股,持仓金额18亿美金,持仓比例15%。</p><p style=\"text-align: justify;\">阿里巴巴:本季度减持146.9万股,持股数环比降低26.9%,最新持股数398.2万股,持仓金额5.3亿美金,持仓比例4.4%。</p><p style=\"text-align: justify;\">谷歌:本季度减持265.6万股,持股数环比降低70.5%,最新持股数111.1万股,持仓金额1.74亿美金,持仓比例1.45%。</p><p style=\"text-align: justify;\">迪士尼&Moderna:持股金额较小,不多说明。</p></body></html>","source":"lsy1708089163802","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>段永平2025Q1持仓曝光,大幅减仓谷歌,增持拼多多、西方石油,苹果仍是第一重仓股</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段永平2025Q1持仓曝光,大幅减仓谷歌,增持拼多多、西方石油,苹果仍是第一重仓股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-16 10:48 北京时间 <a href=https://mp.weixin.qq.com/s/t0MKFuF5SI3tdWjkbUa0Eg><strong>逍遥投资笔记</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2025Q1持仓明细:图片2024Q4持仓明细:图片注:表中金额单位均为千美金。段永平旗下基金H&H International Investment, LLC,25Q1持仓总金额120亿美金,24Q4持仓总金额145.2亿美金,持仓规模环比降低17.3%。25Q1段永平美股持有11只股票,24Q4美股持有8只股票,25Q1新建仓了微软,英伟达和台积电三只股票,没有清仓股票。25Q1持仓前四位公司...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/t0MKFuF5SI3tdWjkbUa0Eg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/bbc0af1ffd1bee8502f8e6f7e165e8aa","relate_stocks":{"GOOGL":"谷歌A","OXY":"西方石油"},"source_url":"https://mp.weixin.qq.com/s/t0MKFuF5SI3tdWjkbUa0Eg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117573558","content_text":"2025Q1持仓明细:图片2024Q4持仓明细:图片注:表中金额单位均为千美金。段永平旗下基金H&H International Investment, LLC,25Q1持仓总金额120亿美金,24Q4持仓总金额145.2亿美金,持仓规模环比降低17.3%。25Q1段永平美股持有11只股票,24Q4美股持有8只股票,25Q1新建仓了微软,英伟达和台积电三只股票,没有清仓股票。25Q1持仓前四位公司是苹果、伯克希尔B、拼多多、西方石油,本季度谷歌从上季度第三大持仓,减仓至第六大持仓。前四名持仓占比分别为63.3%、15%、7.6%、5.7%;持股金额分别为76亿美金,18亿美金,9.2亿美金,6.8亿美金。持仓变动明细图片25Q1段永平持有11只股票,相对24Q4,新建仓了3家公司,没有清仓公司。新建仓三只股票:微软:本季度买入29.9万股微软,价值1.12亿美金,持仓占比0.94%;英伟达:本季度买入64.5万股微软,价值0.7亿美金,持仓占比0.58%;台积电:本季度买入27.2万股微软,价值0.45亿美金,持仓占比0.38%;新建仓的三只股票总持仓金额2.27亿美金,持仓总占比1.89%。结合段永平雪球的帖子来看,微软,英伟达,台积电,大概率是通过put行权买入的。增持两只股票:拼多多:本季度增持52.5万股,持股数环比增加7.27%,最新持股数775.4万股,持仓金额9.2亿美金,持仓比例7.6%。西方石油:本季度增持24.9万股,持股数环比增加1.83%,最新持股数1382.6万股,持仓金额6.8亿美金,持仓比例5.7%。减持六只股票:苹果:本季度减持664万股,持股数环比降低16.3%,最新持股数3422.4万股,持仓金额76亿美金,持仓比例63.3%。伯克希尔B:本季度减持24万股,持股数环比降低6.6%,最新持股数338.1万股,持仓金额18亿美金,持仓比例15%。阿里巴巴:本季度减持146.9万股,持股数环比降低26.9%,最新持股数398.2万股,持仓金额5.3亿美金,持仓比例4.4%。谷歌:本季度减持265.6万股,持股数环比降低70.5%,最新持股数111.1万股,持仓金额1.74亿美金,持仓比例1.45%。迪士尼&Moderna:持股金额较小,不多说明。","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435393954283792,"gmtCreate":1747306869942,"gmtModify":1747306871325,"author":{"id":"249902866108642","authorId":"249902866108642","name":"子弹蚁","avatar":"https://static.tigerbbs.com/78fe95d34e5b0338902e030e157edcc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"249902866108642","authorIdStr":"249902866108642"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$ </a> 能不能拉一拉呀,中概股的名声不能再⬇️了。","listText":"<a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$ </a> 能不能拉一拉呀,中概股的名声不能再⬇️了。","text":"$文远知行(WRD)$ 能不能拉一拉呀,中概股的名声不能再⬇️了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435393954283792","isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":419403540742360,"gmtCreate":1743424593750,"gmtModify":1743425875569,"author":{"id":"249902866108642","authorId":"249902866108642","name":"子弹蚁","avatar":"https://static.tigerbbs.com/78fe95d34e5b0338902e030e157edcc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"249902866108642","authorIdStr":"249902866108642"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/07799\">$南方两倍做多MSTR(07799)$</a> ","listText":"<a href=\"https://laohu8.com/S/07799\">$南方两倍做多MSTR(07799)$</a> ","text":"$南方两倍做多MSTR(07799)$","images":[{"img":"https://static.tigerbbs.com/f274e17a9fe06fae82f3af50eab39a7d","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/419403540742360","isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":437111361942376,"gmtCreate":1747729736299,"gmtModify":1747729737650,"author":{"id":"249902866108642","authorId":"249902866108642","name":"子弹蚁","avatar":"https://static.tigerbbs.com/78fe95d34e5b0338902e030e157edcc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"249902866108642","authorIdStr":"249902866108642"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> 加油加油,这一波能冲到16.5吗","listText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> 加油加油,这一波能冲到16.5吗","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 加油加油,这一波能冲到16.5吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437111361942376","isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434089859977528,"gmtCreate":1747012799147,"gmtModify":1747013101451,"author":{"id":"249902866108642","authorId":"249902866108642","name":"子弹蚁","avatar":"https://static.tigerbbs.com/78fe95d34e5b0338902e030e157edcc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"249902866108642","authorIdStr":"249902866108642"},"themes":[],"htmlText":"得州?特朗普新改的名字吗?","listText":"得州?特朗普新改的名字吗?","text":"得州?特朗普新改的名字吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434089859977528","repostId":"2534494180","repostType":2,"repost":{"id":"2534494180","kind":"news","pubTimestamp":1746843600,"share":"https://www.laohu8.com/m/news/2534494180?lang=&edition=full","pubTime":"2025-05-10 10:20","market":"us","language":"zh","title":"美国得州与谷歌就侵犯数据隐私指控达成近14亿美元和解","url":"https://stock-news.laohu8.com/highlight/detail?id=2534494180","media":"网易新闻","summary":"美国得州总检察长肯·帕克斯顿当地时间5月9日发布声明称,谷歌已同意支付13.75亿美元,与得州就侵犯用户数据隐私的指控达成原则和解。2022年,帕克斯顿起诉谷歌非法追踪和收集有关地理位置、隐身模式和生物识别的用户隐私数据。谷歌发言人对此回应称,和解协议已了结一系列“旧索赔”,其中一些涉及公司已改变的产品政策,“很高兴能将这些问题抛诸脑后,我们将继续在服务中建立强有力的隐私控制机制”。\n\n\n海量资讯、精准解读,尽在新浪财经APP","content":"<html><body><div>\n<p cms-style=\"font-L\">美国得州总检察长肯·帕克斯顿当地时间5月9日发布声明称,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>已同意支付13.75亿美元,与得州就侵犯用户数据隐私的指控达成原则和解。</p><p cms-style=\"font-L\">2022年,帕克斯顿起诉谷歌非法追踪和收集有关地理位置、隐身模式和生物识别的用户隐私数据。</p><p cms-style=\"font-L\">谷歌发言人对此回应称,和解协议已了结一系列“旧索赔”,其中一些涉及公司已改变的产品政策,“很高兴能将这些问题抛诸脑后,我们将继续在服务中建立强有力的隐私控制机制”。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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href=https://finance.sina.com.cn/roll/2025-05-10/doc-inevzuhy6734462.shtml><strong>网易新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国得州总检察长肯·帕克斯顿当地时间5月9日发布声明称,谷歌已同意支付13.75亿美元,与得州就侵犯用户数据隐私的指控达成原则和解。2022年,帕克斯顿起诉谷歌非法追踪和收集有关地理位置、隐身模式和生物识别的用户隐私数据。谷歌发言人对此回应称,和解协议已了结一系列“旧索赔”,其中一些涉及公司已改变的产品政策,“很高兴能将这些问题抛诸脑后,我们将继续在服务中建立强有力的隐私控制机制”。\n\n\n海量资讯...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2025-05-10/doc-inevzuhy6734462.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" 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