沙克的个人主页 - 老虎社区

沙克

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IP属地：河北

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09-30 21:35

$Wolfspeed Inc.(WOLF)$ 这几把流氓公司早晚还得破产

09-30 05:43

$Wolfspeed Inc.(WOLF)$ 曹特么太黑了，明抢啊

09-17

蚍蜉撼树

英伟达股价下跌1.2%，传中国互联网监管机构要求大型科技公司停止采购该公司AI芯片

07-15

$Wolfspeed Inc.(WOLF)$ 啥时候能涨回20?

06-09

马斯克一步错，步步错，斗不过流氓人渣特朗普

"特马"继续刷屏！特朗普发出威胁，马斯克删帖，三大深层矛盾浮出水面

06-06

刺已经扎在了双方的心里，即使和也是表面上的

就在今晚！吃瓜群众们都在等这个电话，特朗普会与马斯克“世纪和解”吗？

06-06

这还用问？？

05-27

改不了，而且绝大多数都是这样

05-23

还特么吹呢，看看ARM的官宣去吧

高盛、德银点评小米发布会：玄戒芯片开启公司“硬科技十年路”，YU7或成爆款SUV

05-09

哪家银行啊，也不说清楚

抱歉，原内容已删除

04-13

跟东大没关系吧

美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”

04-07

$特斯拉(TSLA)$ 完了，一旦200跌破就不知底在哪里了

03-08

动不动就炸裂炸裂，这么多次炸裂，还以为硅谷都炸飞了呢

中国AI确实又“炸裂”了硅谷一回，不过是因为通义QwQ开源版

03-05

他是让美帝再次衰弱

特朗普的大日子！首场国会演讲又要“炸翻”市场？

02-12

受影响最大的是哪国？

美国宣布对所有输美钢铝征收25%关税，3月12日生效

02-12

这女人经常胡扯蛋

抱歉，原内容已删除

02-11

在外部环境无大变化情况下，现在是明摆着外部环境马上要发生大变化

中芯国际：2024年净利润36.99亿元，同比下降23.3%

02-08

不得不说，人家老特脑瓜活确实有两手

特朗普宣布将调整美国钢铁与新日铁交易方案，改为投资而非收购

去老虎APP查看更多动态

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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英伟达股价下跌1.2%，传中国互联网监管机构要求大型科技公司停止采购该公司AI芯片\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1004306016\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股速递 </p>\n<p class=\"h-time\">2025-09-17 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>英伟达股价下跌1.2%，此前有报道称，中国互联网监管机构已通知国内最大的科技企业，要求其停止购买英伟达公司的所有AI芯片产品。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","BK4567":"ESG概念","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC 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啥时候能涨回20?","listText":"<a href=\"https://laohu8.com/S/WOLF\">$Wolfspeed Inc.(WOLF)$&nbsp;</a> 啥时候能涨回20?","text":"$Wolfspeed Inc.(WOLF)$ 啥时候能涨回20?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456913841365288","isVote":1,"tweetType":1,"viewCount":763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":443996396478576,"gmtCreate":1749420097907,"gmtModify":1749432491695,"author":{"id":"3459597091040524","authorId":"3459597091040524","name":"沙克","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459597091040524","authorIdStr":"3459597091040524"},"themes":[],"htmlText":"马斯克一步错，步步错，斗不过流氓人渣特朗普","listText":"马斯克一步错，步步错，斗不过流氓人渣特朗普","text":"马斯克一步错，步步错，斗不过流氓人渣特朗普","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/443996396478576","repostId":"1164740620","repostType":4,"repost":{"id":"1164740620","kind":"news","pubTimestamp":1749355734,"share":"https://www.laohu8.com/m/news/1164740620?lang=&edition=full","pubTime":"2025-06-08 12:08","market":"us","language":"zh","title":"\"特马\"继续刷屏！特朗普发出威胁，马斯克删帖，三大深层矛盾浮出水面","url":"https://stock-news.laohu8.com/highlight/detail?id=1164740620","media":"券商中国","summary":"特朗普警告当地时间6月7日，美国总统特朗普表示，若马斯克资助反对共和党预算案的民主党候选人，将面临“非常严重的后果”。据央视新闻报道，近日，特朗普与马斯克因一项税改法案产生矛盾，二人相互攻击，言辞激烈。特朗普威胁削减马斯克相关企业的政府补贴和合同之后，特斯拉市值5日当天大跌超14%，市值单日蒸发超1500亿美元。如今，这条帖文也被马斯克删除。特朗普5日威胁终止马斯克的政府补贴和合同。","content":"<html><head></head><body><p><strong>周末，特朗普和马斯克继续刷屏！</strong></p><p>据最新消息，特朗普当地时间6月7日表示，若马斯克资助反对共和党预算案的民主党候选人，将面临“非常严重的后果”。特朗普补充说，已无意愿修复自己与马斯克的关系，暂时也没有讨论过是否调查马斯克。</p><p style=\"text-align: justify;\"><strong>另外，特斯拉与SpaceX首席执行官马斯克已经删除了一些批评美国总统特朗普的社交媒体帖子，其中包括他暗示特朗普与“爱泼斯坦案”有关联的帖子，以及他表示支持弹劾特朗普的帖子。</strong></p><p style=\"text-align: justify;\">美国媒体认为，马斯克与特朗普“决裂”，有三大原因：1）马斯克寻求延长任期但遭拒；2）马斯克对特朗普政策不满；3）马斯克的“好友”提名遭撤销。</p><p style=\"text-align: justify;\">来看详细报道！</p><blockquote><p><strong>特朗普警告</strong></p></blockquote><p style=\"text-align: justify;\">当地时间6月7日，美国总统特朗普表示，若马斯克资助反对共和党预算案的民主党候选人，将面临“非常严重的后果”。</p><p style=\"text-align: justify;\">特朗普称：“如果他这么做，他会为此付出代价。”但未透露具体措施。特朗普补充说，已无意愿修复自己与马斯克的关系，“我认为这段关系已经结束了”。然而，特朗普也表示，他没有考虑终止美国政府与马斯克的星链（Starlink）或SpaceX公司的合同。特朗普继续补充说，他还没有讨论过是否调查马斯克。</p><p style=\"text-align: justify;\"><strong>据央视新闻报道，近日，特朗普与马斯克因一项税改法案产生矛盾，二人相互攻击，言辞激烈。</strong>6月5日，特朗普谈及马斯克，称不知道还能不能与其保持良好的关系。特朗普当天表示，对马斯克“非常失望”。特朗普称，马斯克对特朗普政府撤销电动汽车“强制令”感到很不高兴。特朗普当天还表示，马斯克了解“宏大而美丽”法案的内部运作，且对此毫无异议，直到发现要撤销电动汽车“强制令”才意识到问题。</p><p style=\"text-align: justify;\">在特朗普发表对马斯克的评价后，马斯克迅速在社交媒体上回应并反驳称，“大错特错，这项法案一次也没有给我看过，而且是在深夜迅速通过的！”</p><p style=\"text-align: justify;\">似乎是回应马斯克的批评，特朗普随后又在其社交媒体平台“真实社交”上发文称，马斯克已开始“失去耐性”。特朗普称他要求马斯克离开，撤销了马斯克强推的电动汽车“强制令”，结果“马斯克疯了”。</p><p style=\"text-align: justify;\">特朗普声称，马斯克几个月前就知道特朗普会撤销电动汽车“强制令”。此外，特朗普还对马斯克发出威胁，他表示，在数十亿美元的预算中，最简单的省钱方法就是终止马斯克的政府补贴和合同。特朗普威胁削减马斯克相关企业的政府补贴和合同之后，特斯拉市值5日当天大跌超14%，市值单日蒸发超1500亿美元。</p><blockquote><p>马斯克删帖</p></blockquote><p style=\"text-align: justify;\">然而，马斯克似乎冷静下来了。路透社6月8日报道称，马斯克已经删除了一些批评特朗普的社交媒体帖子，其中包括一条表示支持弹劾美国总统的帖子，似乎是为了缓和周四爆发的公开争执。报道称，在特朗普担任美国总统的第一个任期内，当时由民主党控制的众议院两次投票弹劾特朗普，但参议院两次都宣告他无罪。</p><p style=\"text-align: justify;\">马斯克删除的帖子之一是对另一条用户帖子的回应。当地时间6月5日，在社交媒体平台“X”上，有用户发帖称，“总统与埃隆。谁赢了？我的钱在埃隆身上。特朗普应该被弹劾，（副总统）JD Vance应该接替他。”马斯克回复上述帖文称：“是的。”</p><p style=\"text-align: justify;\"><strong>另外，马斯克近日在与特朗普激烈公开争执期间，在社交媒体上发布了一则帖文，暗示特朗普与“爱泼斯坦案”有关联。如今，这条帖文也被马斯克删除。</strong></p><p style=\"text-align: justify;\">当地时间6月5日，在猛批特朗普政府“大而美”法案之后，马斯克又在社交媒体表示：“是时候引爆真正的重磅炸弹了，特朗普总统在爱泼斯坦一案的文件里。这才是文件未被公开的真正原因。”</p><p style=\"text-align: justify;\">马斯克提到的爱泼斯坦是一名曾与美国政商界众多知名人士交往甚密的金融家。他将位于美属维尔京群岛的私人岛屿打造为“成人乐园”，供权贵阶层享乐，众多未成年人成为受害者。 2019年，爱泼斯坦被捕，但在一个多月后突然在狱中死亡，并存在大量疑点和争议的情况下被鉴定为“自杀”。</p><blockquote><p>决裂原因曝光</p></blockquote><p style=\"text-align: justify;\">美国媒体认为，马斯克与特朗普撕破脸，是因为权力和经济利益。其中包括三大原因：1）马斯克寻求延长任期但遭拒；2）马斯克对特朗普政策不满；3）马斯克“好友”提名遭撤销。</p><p style=\"text-align: justify;\">据新华社援引美国沃克斯新闻网站报道，特朗普的一些内阁成员认为，马斯克领导的政府效率部在裁撤政府机构和人员方面做得太过，特朗普随后要求政府效率部与其他部门合作，以“手术刀”而非“斧头”的方式行事。这让马斯克受到打击，并在内部权力斗争中逐渐失势。</p><p style=\"text-align: justify;\">报道说，马斯克寻求延长他的“特殊政府雇员”任期，但遭到拒绝。美国阿克西奥斯新闻网站也报道了马斯克希望延长任期遭拒的消息。</p><p style=\"text-align: justify;\">特朗普6月5日在社交媒体平台“真实社交”上写道，马斯克的作用“正在消磨殆尽，我要求他离开”。</p><p style=\"text-align: justify;\">另据《纽约时报》上月28日援引消息人士的话报道，马斯克曾承诺，将为明年举行的中期选举向特朗普阵营捐款1亿美元，但至今没有兑现。</p><p style=\"text-align: justify;\">美国媒体指出，马斯克与特朗普决裂的原因还包括，前者对后者力推的全面减税和支出法案中取消电动汽车消费者税收抵免的政策不满。特朗普5日称，马斯克原本对这一法案“没有问题”，但因发现电动汽车的税收抵免政策被取消而“变得疯狂”。</p><p style=\"text-align: justify;\">美国有线电视新闻网报道，特斯拉销售业绩今年大幅下滑，需要继续执行税收抵免政策以保持市场需求。美国摩根大通日前估算，税收抵免政策一旦取消，特斯拉每年将损失约12亿美元。</p><p style=\"text-align: justify;\">美国媒体还报道，马斯克也不满特朗普政府未能满足他对旗下其他企业的经济利益诉求。特朗普5月访问中东期间宣布一项关于人工智能的重大投资协议，但马斯克曾试图阻止，因为这项交易让其商业竞争对手开放人工智能研究中心（OpenAI）获益。马斯克还希望美国联邦航空局在全国空中交通管制系统中使用“星链”，但未能如愿。</p><p style=\"text-align: justify;\">特朗普日前决定撤回对美国富豪贾里德·艾萨克曼出任美国国家航空航天局（NASA）局长的提名，也被认为是激怒马斯克的原因之一。</p><p style=\"text-align: justify;\">据报道，艾萨克曼是美国支付服务商“Shift4支付”的创始人兼首席执行官，与马斯克关系密切。艾萨克曼是太空探索技术公司的重要客户，为该公司的服务支付了数亿美元。艾萨克曼2021年9月以来至少两次搭乘该公司飞船进入太空，去年9月完成全球首次商业太空行走。马斯克支持艾萨克曼出任NASA新任局长，而NASA是太空探索技术公司的大客户。</p><p style=\"text-align: justify;\">特朗普去年12月提名艾萨克曼接任NASA局长。5月31日，即在白宫为马斯克举行“欢送会”次日，特朗普宣布对艾萨克曼“以前各种关系”的详细审视后作出撤回提名的决定。</p><p style=\"text-align: justify;\">艾萨克曼曾给民主党捐款。特朗普称其为“彻头彻尾的民主党人”，并表示将提名的新人选会执行“美国优先”的政策。</p><p style=\"text-align: justify;\">特朗普5日威胁终止马斯克的政府补贴和合同。在特朗普首次执政时担任首席战略师的美国保守派人物史蒂夫·班农敦促特朗普政府取消与马斯克旗下企业的一切合同，还要求政府依据国家安全法律“没收”太空探索技术公司，并“驱逐”从南非移民至美国的马斯克。马斯克则回怼称班农“愚蠢”。</p></body></html>","source":"cszg","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>\"特马\"继续刷屏！特朗普发出威胁，马斯克删帖，三大深层矛盾浮出水面</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\"特马\"继续刷屏！特朗普发出威胁，马斯克删帖，三大深层矛盾浮出水面\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-08 12:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/ED_SSwit0MUnf6evorXYTQ><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周末，特朗普和马斯克继续刷屏！据最新消息，特朗普当地时间6月7日表示，若马斯克资助反对共和党预算案的民主党候选人，将面临“非常严重的后果”。特朗普补充说，已无意愿修复自己与马斯克的关系，暂时也没有讨论过是否调查马斯克。另外，特斯拉与SpaceX首席执行官马斯克已经删除了一些批评美国总统特朗普的社交媒体帖子，其中包括他暗示特朗普与“爱泼斯坦案”有关联的帖子，以及他表示支持弹劾特朗普的帖子。美国媒体...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/ED_SSwit0MUnf6evorXYTQ\">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/7d66b78d82be43211e6e951c438f765d","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/ED_SSwit0MUnf6evorXYTQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164740620","content_text":"周末，特朗普和马斯克继续刷屏！据最新消息，特朗普当地时间6月7日表示，若马斯克资助反对共和党预算案的民主党候选人，将面临“非常严重的后果”。特朗普补充说，已无意愿修复自己与马斯克的关系，暂时也没有讨论过是否调查马斯克。另外，特斯拉与SpaceX首席执行官马斯克已经删除了一些批评美国总统特朗普的社交媒体帖子，其中包括他暗示特朗普与“爱泼斯坦案”有关联的帖子，以及他表示支持弹劾特朗普的帖子。美国媒体认为，马斯克与特朗普“决裂”，有三大原因：1）马斯克寻求延长任期但遭拒；2）马斯克对特朗普政策不满；3）马斯克的“好友”提名遭撤销。来看详细报道！特朗普警告当地时间6月7日，美国总统特朗普表示，若马斯克资助反对共和党预算案的民主党候选人，将面临“非常严重的后果”。特朗普称：“如果他这么做，他会为此付出代价。”但未透露具体措施。特朗普补充说，已无意愿修复自己与马斯克的关系，“我认为这段关系已经结束了”。然而，特朗普也表示，他没有考虑终止美国政府与马斯克的星链（Starlink）或SpaceX公司的合同。特朗普继续补充说，他还没有讨论过是否调查马斯克。据央视新闻报道，近日，特朗普与马斯克因一项税改法案产生矛盾，二人相互攻击，言辞激烈。6月5日，特朗普谈及马斯克，称不知道还能不能与其保持良好的关系。特朗普当天表示，对马斯克“非常失望”。特朗普称，马斯克对特朗普政府撤销电动汽车“强制令”感到很不高兴。特朗普当天还表示，马斯克了解“宏大而美丽”法案的内部运作，且对此毫无异议，直到发现要撤销电动汽车“强制令”才意识到问题。在特朗普发表对马斯克的评价后，马斯克迅速在社交媒体上回应并反驳称，“大错特错，这项法案一次也没有给我看过，而且是在深夜迅速通过的！”似乎是回应马斯克的批评，特朗普随后又在其社交媒体平台“真实社交”上发文称，马斯克已开始“失去耐性”。特朗普称他要求马斯克离开，撤销了马斯克强推的电动汽车“强制令”，结果“马斯克疯了”。特朗普声称，马斯克几个月前就知道特朗普会撤销电动汽车“强制令”。此外，特朗普还对马斯克发出威胁，他表示，在数十亿美元的预算中，最简单的省钱方法就是终止马斯克的政府补贴和合同。特朗普威胁削减马斯克相关企业的政府补贴和合同之后，特斯拉市值5日当天大跌超14%，市值单日蒸发超1500亿美元。马斯克删帖然而，马斯克似乎冷静下来了。路透社6月8日报道称，马斯克已经删除了一些批评特朗普的社交媒体帖子，其中包括一条表示支持弹劾美国总统的帖子，似乎是为了缓和周四爆发的公开争执。报道称，在特朗普担任美国总统的第一个任期内，当时由民主党控制的众议院两次投票弹劾特朗普，但参议院两次都宣告他无罪。马斯克删除的帖子之一是对另一条用户帖子的回应。当地时间6月5日，在社交媒体平台“X”上，有用户发帖称，“总统与埃隆。谁赢了？我的钱在埃隆身上。特朗普应该被弹劾，（副总统）JD Vance应该接替他。”马斯克回复上述帖文称：“是的。”另外，马斯克近日在与特朗普激烈公开争执期间，在社交媒体上发布了一则帖文，暗示特朗普与“爱泼斯坦案”有关联。如今，这条帖文也被马斯克删除。当地时间6月5日，在猛批特朗普政府“大而美”法案之后，马斯克又在社交媒体表示：“是时候引爆真正的重磅炸弹了，特朗普总统在爱泼斯坦一案的文件里。这才是文件未被公开的真正原因。”马斯克提到的爱泼斯坦是一名曾与美国政商界众多知名人士交往甚密的金融家。他将位于美属维尔京群岛的私人岛屿打造为“成人乐园”，供权贵阶层享乐，众多未成年人成为受害者。 2019年，爱泼斯坦被捕，但在一个多月后突然在狱中死亡，并存在大量疑点和争议的情况下被鉴定为“自杀”。决裂原因曝光美国媒体认为，马斯克与特朗普撕破脸，是因为权力和经济利益。其中包括三大原因：1）马斯克寻求延长任期但遭拒；2）马斯克对特朗普政策不满；3）马斯克“好友”提名遭撤销。据新华社援引美国沃克斯新闻网站报道，特朗普的一些内阁成员认为，马斯克领导的政府效率部在裁撤政府机构和人员方面做得太过，特朗普随后要求政府效率部与其他部门合作，以“手术刀”而非“斧头”的方式行事。这让马斯克受到打击，并在内部权力斗争中逐渐失势。报道说，马斯克寻求延长他的“特殊政府雇员”任期，但遭到拒绝。美国阿克西奥斯新闻网站也报道了马斯克希望延长任期遭拒的消息。特朗普6月5日在社交媒体平台“真实社交”上写道，马斯克的作用“正在消磨殆尽，我要求他离开”。另据《纽约时报》上月28日援引消息人士的话报道，马斯克曾承诺，将为明年举行的中期选举向特朗普阵营捐款1亿美元，但至今没有兑现。美国媒体指出，马斯克与特朗普决裂的原因还包括，前者对后者力推的全面减税和支出法案中取消电动汽车消费者税收抵免的政策不满。特朗普5日称，马斯克原本对这一法案“没有问题”，但因发现电动汽车的税收抵免政策被取消而“变得疯狂”。美国有线电视新闻网报道，特斯拉销售业绩今年大幅下滑，需要继续执行税收抵免政策以保持市场需求。美国摩根大通日前估算，税收抵免政策一旦取消，特斯拉每年将损失约12亿美元。美国媒体还报道，马斯克也不满特朗普政府未能满足他对旗下其他企业的经济利益诉求。特朗普5月访问中东期间宣布一项关于人工智能的重大投资协议，但马斯克曾试图阻止，因为这项交易让其商业竞争对手开放人工智能研究中心（OpenAI）获益。马斯克还希望美国联邦航空局在全国空中交通管制系统中使用“星链”，但未能如愿。特朗普日前决定撤回对美国富豪贾里德·艾萨克曼出任美国国家航空航天局（NASA）局长的提名，也被认为是激怒马斯克的原因之一。据报道，艾萨克曼是美国支付服务商“Shift4支付”的创始人兼首席执行官，与马斯克关系密切。艾萨克曼是太空探索技术公司的重要客户，为该公司的服务支付了数亿美元。艾萨克曼2021年9月以来至少两次搭乘该公司飞船进入太空，去年9月完成全球首次商业太空行走。马斯克支持艾萨克曼出任NASA新任局长，而NASA是太空探索技术公司的大客户。特朗普去年12月提名艾萨克曼接任NASA局长。5月31日，即在白宫为马斯克举行“欢送会”次日，特朗普宣布对艾萨克曼“以前各种关系”的详细审视后作出撤回提名的决定。艾萨克曼曾给民主党捐款。特朗普称其为“彻头彻尾的民主党人”，并表示将提名的新人选会执行“美国优先”的政策。特朗普5日威胁终止马斯克的政府补贴和合同。在特朗普首次执政时担任首席战略师的美国保守派人物史蒂夫·班农敦促特朗普政府取消与马斯克旗下企业的一切合同，还要求政府依据国家安全法律“没收”太空探索技术公司，并“驱逐”从南非移民至美国的马斯克。马斯克则回怼称班农“愚蠢”。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":443188889022784,"gmtCreate":1749222613956,"gmtModify":1749222615644,"author":{"id":"3459597091040524","authorId":"3459597091040524","name":"沙克","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459597091040524","authorIdStr":"3459597091040524"},"themes":[],"htmlText":"刺已经扎在了双方的心里，即使和也是表面上的","listText":"刺已经扎在了双方的心里，即使和也是表面上的","text":"刺已经扎在了双方的心里，即使和也是表面上的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/443188889022784","repostId":"2541088074","repostType":4,"repost":{"id":"2541088074","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1749191100,"share":"https://www.laohu8.com/m/news/2541088074?lang=&edition=full","pubTime":"2025-06-06 14:25","market":"us","language":"zh","title":"就在今晚！吃瓜群众们都在等这个电话，特朗普会与马斯克“世纪和解”吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2541088074","media":"华尔街见闻","summary":"就在华尔街还在消化“特马”公开撕破脸的冲击波时，白宫内部已悄然启动危机公关——安排今晚特朗普与马斯克通话。幕僚们建议特朗普将注意力集中在推动“大漂亮”法案在参议院通过上，而非与马斯克的冲突。","content":"<html><head></head><body><blockquote><p>就在华尔街还在消化“特马”公开撕破脸的冲击波时，白宫内部已悄然启动危机公关——安排今晚特朗普与马斯克通话。幕僚们建议特朗普将注意力集中在推动“大漂亮”法案在参议院通过上，而非与马斯克的冲突。</p></blockquote><p style=\"text-align: justify;\">就在华尔街还在消化“特马”公开撕破脸的冲击波时，白宫内部已悄然启动危机公关——一通定于周五的电话，会实现双方的“世纪和解”吗？</p><p style=\"text-align: justify;\">昨晚，美国政治舞台上演了戏剧性的180度大转弯。就在马斯克对特朗普的“大漂亮法案”狂轰滥炸的同一天，这位美国总统在接受海外媒体采访时却表现得云淡风轻。</p><p style=\"text-align: justify;\">&#34;哦，没关系，&#34;特朗普今日在媒体的电话采访中谈及与这位昔日超级金主的公开决裂时说道，&#34;一切进展顺利，从未如此好过。&#34;随后他开始吹嘘自己的支持率，称&#34;数字爆表了，这是我有史以来的最高民调&#34;。</p><p style=\"text-align: justify;\">这种轻描淡写的态度与几小时前两人在社交媒体上针锋相对的激烈交锋形成鲜明对比。更关键的是，特朗普的幕僚们已经安排了今晚总统与马斯克的通话，试图斡旋一场和平。</p><h2 id=\"id_2732685602\">华尔街大佬紧急救火</h2><p style=\"text-align: justify;\">当两位全球最有权势男人的恩怨威胁到牵涉数万亿美元的立法进程时，金融界的重量级人物坐不住了。对冲基金经理Bill Ackman率先在X平台上呼吁停火。</p><blockquote><p style=\"text-align: justify;\">&#34;我支持特朗普和马斯克，他们应该为了我们伟大国家的利益而和解。&#34;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db91efb0287222ec36f88784bec0d735\" tg-width=\"725\" tg-height=\"713\"/></p></blockquote><p style=\"text-align: justify;\">马斯克的回应耐人寻味：&#34;你说得没错。&#34;</p><p style=\"text-align: justify;\">网友Alaska劝两位都冷静下来，各退一步。马斯克回应说：好建议，我不会让龙飞船退役。</p><p style=\"text-align: justify;\">这一微妙的表态被市场解读为和解的积极信号，表明马斯克对缓和紧张关系持开放态度。知名媒体人Joe Weisenthal感慨，一个只有184粉丝的小账号“推动了全球最有权势的两个人的缓和”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b86bfc2106681f8f7d0002751743ef21\" tg-width=\"1024\" tg-height=\"1114\"/></p><h2 id=\"id_3322701533\">恩怨能否落幕？</h2><p style=\"text-align: justify;\">据媒体援引接近白宫的消息人士透露，<strong>特朗普的助手们一直在劝说总统收敛对马斯克的公开批评，以避免局势进一步升级。</strong>这一努力在周四显现成效——特朗普在自己的Truth Social平台上明显克制了言辞。</p><p style=\"text-align: justify;\">&#34;我不介意埃隆反对我，但他应该在几个月前就这么做，&#34;特朗普写道，随后话锋一转强调法案的重要性：</p><blockquote><p style=\"text-align: justify;\">&#34;这是提交给国会的最伟大法案之一。&#34;</p></blockquote><p style=\"text-align: justify;\">白宫助手建议特朗普将注意力集中在推动法案在参议院通过上，而非与马斯克的冲突。</p><p style=\"text-align: justify;\">这场争执的核心围绕特朗普的&#34;大漂亮法案&#34;——一项整合了总统核心议程的立法，涵盖从减税到移民执法的各个方面。马斯克对该法案预计增加2.4万亿美元赤字的成本表示强烈不满，这一分歧直接引发了两人的公开对峙。</p><p style=\"text-align: justify;\">随着法案在参议院面临关键投票，任何可能影响其通过的政治噪音都被视为不可承受的风险。周五的这通电话，或许将决定这项雄心勃勃的立法能否顺利推进，以及两位商界巨头的个人恩怨是否会让位于更大的政治现实。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>就在今晚！吃瓜群众们都在等这个电话，特朗普会与马斯克“世纪和解”吗？</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就在今晚！吃瓜群众们都在等这个电话，特朗普会与马斯克“世纪和解”吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-06 14:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3748593><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>就在华尔街还在消化“特马”公开撕破脸的冲击波时，白宫内部已悄然启动危机公关——安排今晚特朗普与马斯克通话。幕僚们建议特朗普将注意力集中在推动“大漂亮”法案在参议院通过上，而非与马斯克的冲突。就在华尔街还在消化“特马”公开撕破脸的冲击波时，白宫内部已悄然启动危机公关——一通定于周五的电话，会实现双方的“世纪和解”吗？昨晚，美国政治舞台上演了戏剧性的180度大转弯。就在马斯克对特朗普的“大漂亮法案”...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3748593\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3748593","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2541088074","content_text":"就在华尔街还在消化“特马”公开撕破脸的冲击波时，白宫内部已悄然启动危机公关——安排今晚特朗普与马斯克通话。幕僚们建议特朗普将注意力集中在推动“大漂亮”法案在参议院通过上，而非与马斯克的冲突。就在华尔街还在消化“特马”公开撕破脸的冲击波时，白宫内部已悄然启动危机公关——一通定于周五的电话，会实现双方的“世纪和解”吗？昨晚，美国政治舞台上演了戏剧性的180度大转弯。就在马斯克对特朗普的“大漂亮法案”狂轰滥炸的同一天，这位美国总统在接受海外媒体采访时却表现得云淡风轻。\"哦，没关系，\"特朗普今日在媒体的电话采访中谈及与这位昔日超级金主的公开决裂时说道，\"一切进展顺利，从未如此好过。\"随后他开始吹嘘自己的支持率，称\"数字爆表了，这是我有史以来的最高民调\"。这种轻描淡写的态度与几小时前两人在社交媒体上针锋相对的激烈交锋形成鲜明对比。更关键的是，特朗普的幕僚们已经安排了今晚总统与马斯克的通话，试图斡旋一场和平。华尔街大佬紧急救火当两位全球最有权势男人的恩怨威胁到牵涉数万亿美元的立法进程时，金融界的重量级人物坐不住了。对冲基金经理Bill Ackman率先在X平台上呼吁停火。\"我支持特朗普和马斯克，他们应该为了我们伟大国家的利益而和解。\"马斯克的回应耐人寻味：\"你说得没错。\"网友Alaska劝两位都冷静下来，各退一步。马斯克回应说：好建议，我不会让龙飞船退役。这一微妙的表态被市场解读为和解的积极信号，表明马斯克对缓和紧张关系持开放态度。知名媒体人Joe Weisenthal感慨，一个只有184粉丝的小账号“推动了全球最有权势的两个人的缓和”。恩怨能否落幕？据媒体援引接近白宫的消息人士透露，特朗普的助手们一直在劝说总统收敛对马斯克的公开批评，以避免局势进一步升级。这一努力在周四显现成效——特朗普在自己的Truth Social平台上明显克制了言辞。\"我不介意埃隆反对我，但他应该在几个月前就这么做，\"特朗普写道，随后话锋一转强调法案的重要性：\"这是提交给国会的最伟大法案之一。\"白宫助手建议特朗普将注意力集中在推动法案在参议院通过上，而非与马斯克的冲突。这场争执的核心围绕特朗普的\"大漂亮法案\"——一项整合了总统核心议程的立法，涵盖从减税到移民执法的各个方面。马斯克对该法案预计增加2.4万亿美元赤字的成本表示强烈不满，这一分歧直接引发了两人的公开对峙。随着法案在参议院面临关键投票，任何可能影响其通过的政治噪音都被视为不可承受的风险。周五的这通电话，或许将决定这项雄心勃勃的立法能否顺利推进，以及两位商界巨头的个人恩怨是否会让位于更大的政治现实。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":443187782238520,"gmtCreate":1749222477068,"gmtModify":1749222478738,"author":{"id":"3459597091040524","authorId":"3459597091040524","name":"沙克","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459597091040524","authorIdStr":"3459597091040524"},"themes":[],"htmlText":"这还用问？？","listText":"这还用问？？","text":"这还用问？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/443187782238520","isVote":1,"tweetType":1,"viewCount":883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439577920631080,"gmtCreate":1748347282094,"gmtModify":1748347283559,"author":{"id":"3459597091040524","authorId":"3459597091040524","name":"沙克","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459597091040524","authorIdStr":"3459597091040524"},"themes":[],"htmlText":"改不了，而且绝大多数都是这样","listText":"改不了，而且绝大多数都是这样","text":"改不了，而且绝大多数都是这样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439577920631080","isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":438169308921904,"gmtCreate":1748009789903,"gmtModify":1748011504400,"author":{"id":"3459597091040524","authorId":"3459597091040524","name":"沙克","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459597091040524","authorIdStr":"3459597091040524"},"themes":[],"htmlText":"还特么吹呢，看看ARM的官宣去吧","listText":"还特么吹呢，看看ARM的官宣去吧","text":"还特么吹呢，看看ARM的官宣去吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/438169308921904","repostId":"2537817391","repostType":2,"repost":{"id":"2537817391","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1747995806,"share":"https://www.laohu8.com/m/news/2537817391?lang=&edition=full","pubTime":"2025-05-23 18:23","market":"sg","language":"zh","title":"高盛、德银点评小米发布会：玄戒芯片开启公司“硬科技十年路”，YU7或成爆款SUV","url":"https://stock-news.laohu8.com/highlight/detail?id=2537817391","media":"华尔街见闻","summary":"高盛表示，小米成为全球第四家拥有自研3nm工艺SoC的公司，标志着小米在未来十年突破核心技术的新起点；德银认为，YU7直击高端电动车市场核心竞争区间，预计2025年全年交付量预计达到10万台，小米汽车业务有望成为2025年重要的收入和利润增长点。","content":"<html><head></head><body><blockquote><p>高盛表示，小米成为全球第四家拥有自研3nm工艺SoC的公司，标志着小米在未来十年突破核心技术的新起点；德银认为，YU7直击高端电动车市场核心竞争区间，预计2025年全年交付量预计达到10万台，小米汽车业务有望成为2025年重要的收入和利润增长点。</p></blockquote><p>隔夜小米举行15周年战略产品发布会，发布玄戒O1芯片、YU7、以及小米15SPro、小米平板7Ultra等多个重磅新品，<a href=\"https://laohu8.com/S/GS\">高盛</a>、德银在随后的报告中一致看好小米。</p><p>据追风交易台消息，高盛在最新的报告中点评<strong>，玄戒芯片标志着小米技术自立迈出关键一步</strong>，通过玄戒芯片和澎湃系统的深度整合，小米有望提升产品竞争力并构建用户体验优势。而YU7的配置在多个关键指标上领先同级SUV车型，有望成为中国高端新能源SUV市场的热销车型。</p><p>德银则认为，<strong>芯片发布标志着小米迈向全球科技领导者的重要里程碑，</strong>软硬件深度整合有助于在全球科技竞争中建立更强的品牌认知度和技术护城河。YU7直击高端电动车市场核心竞争区间，<strong>预计2025年全年交付量预计达到10万台，小米汽车业务有望成为2025年重要的收入和利润增长点。</strong></p><p>因此，德银将小米目标价定为74港元，较目前有的53港元有20%上涨空间。而高盛则维持62港元的目标价，潜在上涨空间16.5%。同时，高盛还指出，未来数月内多个催化剂可能推动股价上行，包括5月27日的一季度业绩、6月3日的投资者日、6.18购物节（通常贡献Q2智能手机和AIoT收入的三分之二）以及YU7的正式发布。</p><h2 id=\"id_2712919714\">“芯片自研”显示小米技术野心提速，软硬件整合对标<a href=\"https://laohu8.com/S/AAPL\">苹果</a>生态战略</h2><p>小米正式发布了玄戒O1芯片，这是该公司首款自研3纳米旗舰SoC芯片，搭载于小米15S Pro智能手机和小米Pad 7 Ultra平板电脑上。同时推出的还有玄戒T1，小米首款自研4G基带处理器，搭载于小米手表S4 eSIM版本。</p><p>小米管理层表示，2025年全年预计投入60亿元用于自主芯片开发，并承诺在2026-30年间投资2000亿人民币用于研发，每一代SoC至少需要10亿美元研发投入。</p><p>高盛在报告中表示：</p><blockquote><p>小米成为全球第四家拥有自研3nm工艺SoC的公司，标志着小米在未来十年突破核心技术的新起点，包括芯片、AI和操作系统。</p><p><strong>虽然短期内销量贡献有限，但长期来看将显著增强公司的技术护城河。</strong>小米计划在保持自研芯片投资的同时，继续与芯片合作伙伴深度合作，这种策略与<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>的芯片策略类似，通过玄戒和澎湃的深度整合，小米有望提升产品竞争力并构建用户体验优势。</p></blockquote><p><a href=\"https://laohu8.com/S/DB\">德意志银行</a>表示：这标志着小米从手机制造商向综合科技生态企业转型的重要里程碑，软硬件一体化战略有望提升产品竞争力和盈利能力，支撑股价上涨空间。</p><blockquote><p>这些产品标志着小米在硬核技术领域的重大突破，公司在芯片、AI和操作系统领域的深度布局将成为长期增长的关键驱动力，将有助于小米在全球科技竞争中建立更强的品牌认知度和技术护城河。</p><p><strong>小米通过玄戒芯片和澎湃系统的结合，实现硬件软件深度整合，旨在提供更流畅的产品性能体验。</strong>公司明确表示这一策略学习自苹果，后者通过自研A18芯片与iOS操作系统的结合，在性能上超越基于安卓系统的竞品。</p></blockquote><h2 id=\"id_3757951004\">YU7电动SUV：直击高端电动车核心竞争区间</h2><p>YU7电动车的推出，德银和高盛均表示，YU7电动车在尺寸、性能和续航方面均超越同级竞品，有望成为中国高端新能源SUV市场的热销车型。</p><p><strong>小米同时展示了第二款电动汽车型号YU7，定位为高端性能纯电动SUV，将于7月正式发布。与同类车型相比，YU7在尺寸、性能和续航方面均具有明显优势：</strong></p><blockquote><ol start=\"1\" style=\"\"><li><p>尺寸优势：YU7尺寸为4999/1996/1600毫米（比SU7宽30毫米，高150毫米），轴距3000毫米（与SU7相同），在同类SUV车型中轴距最长。特别是，YU7提供77毫米后排头部空间（相比Model Y/卡宴的72/65毫米）和73毫米后排腿部空间（相比Model Y/卡宴的63/69毫米）。</p></li><li><p>性能/动力总成：YU7/YU7 Pro最高速度240公里/小时（快于SU7/SU7 Pro），而YU7 Max最高速度达253公里/小时（接近SU7 Max的265公里/小时），超过多数同类SUV车型。YU7 Pro配备双V6s Plus电机，从SU7 Pro的单电机升级而来，YU7/YU7 Pro/YU7 Max最大功率分别为235/365/508kW，高于相应SU7版本和大多数同类车型。</p></li><li><p>续航里程：YU7搭载96.3kWh磷酸铁锂电池，CLTC续航里程达835公里，是市场上所有中大型纯电SUV中续航最长的。YU7 Pro和Max版本分别支持770公里/760公里CLTC续航。</p></li><li><p>YU7搭载先进的端到端自动驾驶能力，采用<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>Thor-U自动驾驶SoC、<a href=\"https://laohu8.com/S/HSAI\">禾赛</a>激光雷达、4D毫米波雷达和高清摄像头等硬件配置。此外还有独特的&#34;HyperVision&#34;全景抬头显示系统横跨整个仪表台。</p></li></ol></blockquote><p>对此，德银表示：</p><blockquote><p>小米YU7大型纯电SUV将直接对标<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model Y、<a href=\"https://laohu8.com/S/ZK\">极氪</a>7x、智界R7、阿维塔07、智己LS6、乐道L60、问界M5、腾势N7和小鹏G7等主流高端电动SUV。</p><p><strong>预计小米将在7月YU7正式发布的同时启动交付，YU7 SUV在2025年全年交付量预计达到10万台，SU7轿车全年交付量预计为28万台，小米汽车业务有望成为2025年重要的收入和利润增长点。</strong></p></blockquote><p><strong>高盛也对YU7需求前景持乐观态度，认为其有望成为中国高端新能源汽车SUV市场的畅销车型，</strong>与特斯拉Model Y（近6个月平均月销量3.5万辆）等竞品一较高下。YU7的发布可能进一步巩固小米在新能源汽车领域的地位，增强其“人×车×家”生态战略的吸引力。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛、德银点评小米发布会：玄戒芯片开启公司“硬科技十年路”，YU7或成爆款SUV</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高盛、德银点评小米发布会：玄戒芯片开启公司“硬科技十年路”，YU7或成爆款SUV\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-23 18:23 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3747719><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛表示，小米成为全球第四家拥有自研3nm工艺SoC的公司，标志着小米在未来十年突破核心技术的新起点；德银认为，YU7直击高端电动车市场核心竞争区间，预计2025年全年交付量预计达到10万台，小米汽车业务有望成为2025年重要的收入和利润增长点。隔夜小米举行15周年战略产品发布会，发布玄戒O1芯片、YU7、以及小米15SPro、小米平板7Ultra等多个重磅新品，高盛、德银在随后的报告中一致看好...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3747719\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","01810":"小米集团-W","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","SG9999001093.SGD":"United Greater China Fund A Acc SGD","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) INC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4127":"投资银行业与经纪业","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) 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INC","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU0359201612.USD":"贝莱德中国基金A2","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0051755006.USD":"摩根大通中国A (dist)","SG9999002463.SGD":"LionGlobal China Growth SGD","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","BK1615":"港股-互联网","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD"},"source_url":"https://wallstreetcn.com/articles/3747719","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2537817391","content_text":"高盛表示，小米成为全球第四家拥有自研3nm工艺SoC的公司，标志着小米在未来十年突破核心技术的新起点；德银认为，YU7直击高端电动车市场核心竞争区间，预计2025年全年交付量预计达到10万台，小米汽车业务有望成为2025年重要的收入和利润增长点。隔夜小米举行15周年战略产品发布会，发布玄戒O1芯片、YU7、以及小米15SPro、小米平板7Ultra等多个重磅新品，高盛、德银在随后的报告中一致看好小米。据追风交易台消息，高盛在最新的报告中点评，玄戒芯片标志着小米技术自立迈出关键一步，通过玄戒芯片和澎湃系统的深度整合，小米有望提升产品竞争力并构建用户体验优势。而YU7的配置在多个关键指标上领先同级SUV车型，有望成为中国高端新能源SUV市场的热销车型。德银则认为，芯片发布标志着小米迈向全球科技领导者的重要里程碑，软硬件深度整合有助于在全球科技竞争中建立更强的品牌认知度和技术护城河。YU7直击高端电动车市场核心竞争区间，预计2025年全年交付量预计达到10万台，小米汽车业务有望成为2025年重要的收入和利润增长点。因此，德银将小米目标价定为74港元，较目前有的53港元有20%上涨空间。而高盛则维持62港元的目标价，潜在上涨空间16.5%。同时，高盛还指出，未来数月内多个催化剂可能推动股价上行，包括5月27日的一季度业绩、6月3日的投资者日、6.18购物节（通常贡献Q2智能手机和AIoT收入的三分之二）以及YU7的正式发布。“芯片自研”显示小米技术野心提速，软硬件整合对标苹果生态战略小米正式发布了玄戒O1芯片，这是该公司首款自研3纳米旗舰SoC芯片，搭载于小米15S Pro智能手机和小米Pad 7 Ultra平板电脑上。同时推出的还有玄戒T1，小米首款自研4G基带处理器，搭载于小米手表S4 eSIM版本。小米管理层表示，2025年全年预计投入60亿元用于自主芯片开发，并承诺在2026-30年间投资2000亿人民币用于研发，每一代SoC至少需要10亿美元研发投入。高盛在报告中表示：小米成为全球第四家拥有自研3nm工艺SoC的公司，标志着小米在未来十年突破核心技术的新起点，包括芯片、AI和操作系统。虽然短期内销量贡献有限，但长期来看将显著增强公司的技术护城河。小米计划在保持自研芯片投资的同时，继续与芯片合作伙伴深度合作，这种策略与三星的芯片策略类似，通过玄戒和澎湃的深度整合，小米有望提升产品竞争力并构建用户体验优势。德意志银行表示：这标志着小米从手机制造商向综合科技生态企业转型的重要里程碑，软硬件一体化战略有望提升产品竞争力和盈利能力，支撑股价上涨空间。这些产品标志着小米在硬核技术领域的重大突破，公司在芯片、AI和操作系统领域的深度布局将成为长期增长的关键驱动力，将有助于小米在全球科技竞争中建立更强的品牌认知度和技术护城河。小米通过玄戒芯片和澎湃系统的结合，实现硬件软件深度整合，旨在提供更流畅的产品性能体验。公司明确表示这一策略学习自苹果，后者通过自研A18芯片与iOS操作系统的结合，在性能上超越基于安卓系统的竞品。YU7电动SUV：直击高端电动车核心竞争区间YU7电动车的推出，德银和高盛均表示，YU7电动车在尺寸、性能和续航方面均超越同级竞品，有望成为中国高端新能源SUV市场的热销车型。小米同时展示了第二款电动汽车型号YU7，定位为高端性能纯电动SUV，将于7月正式发布。与同类车型相比，YU7在尺寸、性能和续航方面均具有明显优势：尺寸优势：YU7尺寸为4999/1996/1600毫米（比SU7宽30毫米，高150毫米），轴距3000毫米（与SU7相同），在同类SUV车型中轴距最长。特别是，YU7提供77毫米后排头部空间（相比Model Y/卡宴的72/65毫米）和73毫米后排腿部空间（相比Model Y/卡宴的63/69毫米）。性能/动力总成：YU7/YU7 Pro最高速度240公里/小时（快于SU7/SU7 Pro），而YU7 Max最高速度达253公里/小时（接近SU7 Max的265公里/小时），超过多数同类SUV车型。YU7 Pro配备双V6s Plus电机，从SU7 Pro的单电机升级而来，YU7/YU7 Pro/YU7 Max最大功率分别为235/365/508kW，高于相应SU7版本和大多数同类车型。续航里程：YU7搭载96.3kWh磷酸铁锂电池，CLTC续航里程达835公里，是市场上所有中大型纯电SUV中续航最长的。YU7 Pro和Max版本分别支持770公里/760公里CLTC续航。YU7搭载先进的端到端自动驾驶能力，采用英伟达Thor-U自动驾驶SoC、禾赛激光雷达、4D毫米波雷达和高清摄像头等硬件配置。此外还有独特的\"HyperVision\"全景抬头显示系统横跨整个仪表台。对此，德银表示：小米YU7大型纯电SUV将直接对标特斯拉Model Y、极氪7x、智界R7、阿维塔07、智己LS6、乐道L60、问界M5、腾势N7和小鹏G7等主流高端电动SUV。预计小米将在7月YU7正式发布的同时启动交付，YU7 SUV在2025年全年交付量预计达到10万台，SU7轿车全年交付量预计为28万台，小米汽车业务有望成为2025年重要的收入和利润增长点。高盛也对YU7需求前景持乐观态度，认为其有望成为中国高端新能源汽车SUV市场的畅销车型，与特斯拉Model Y（近6个月平均月销量3.5万辆）等竞品一较高下。YU7的发布可能进一步巩固小米在新能源汽车领域的地位，增强其“人×车×家”生态战略的吸引力。","news_type":1,"symbols_score_info":{"01810":1.1}},"isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":433002151273288,"gmtCreate":1746747486640,"gmtModify":1746747488678,"author":{"id":"3459597091040524","authorId":"3459597091040524","name":"沙克","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459597091040524","authorIdStr":"3459597091040524"},"themes":[],"htmlText":"哪家银行啊，也不说清楚","listText":"哪家银行啊，也不说清楚","text":"哪家银行啊，也不说清楚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/433002151273288","repostId":"2533901526","repostType":2,"isVote":1,"tweetType":1,"viewCount":1335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423826797236696,"gmtCreate":1744492265972,"gmtModify":1744492268218,"author":{"id":"3459597091040524","authorId":"3459597091040524","name":"沙克","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459597091040524","authorIdStr":"3459597091040524"},"themes":[],"htmlText":"跟东大没关系吧","listText":"跟东大没关系吧","text":"跟东大没关系吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423826797236696","repostId":"2526606511","repostType":4,"repost":{"id":"2526606511","kind":"news","pubTimestamp":1744451929,"share":"https://www.laohu8.com/m/news/2526606511?lang=&edition=full","pubTime":"2025-04-12 17:58","market":"sh","language":"zh","title":"美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”","url":"https://stock-news.laohu8.com/highlight/detail?id=2526606511","media":"智通财经","summary":"智通财经APP获悉，美国海关及边境保护局在美国时间 11 日晚间发布最新公告，针对第 14257 号行政命令所施行的对等关税措施，公布明确排除适用的产品列表与报关操作指南。据《货运系统讯息服务》公告，CBP 明确指出，凡产品正确归类于所列《美国统一关税表》号别及子号别者，可适用对等关税排除措施。","content":"<html><head></head><body><p>智通财经APP获悉，美国海关及边境保护局(CBP)在美国时间 11 日晚间发布最新公告，针对第 14257 号行政命令所施行的对等关税措施，公布明确排除适用的产品列表与报关操作指南。</p><p>据《货运系统讯息服务》(CSMS #64724565)公告，CBP 明确指出，凡产品正确归类于所列《美国统一关税表》(HTSUS)号别及子号别者，可适用对等关税排除措施。依据备忘录内容，这些产品将不再被课征依据第 14257 号行政命令(2025 年 4 月 2 日公布)所施行的额外国别税率。该措施自美东时间 2025 年 4 月 5 日凌晨 12 时 01 分起生效。</p><p>CBP 释出的 20 项关税豁免编码包括：</p><p>8471</p><p>8473.30</p><p>8486</p><p>8517.13.00</p><p>8517.62.00</p><p>8523.51.00</p><p>8524</p><p>8528.52.00</p><p>8541.10.00</p><p>8541.21.00</p><p>8541.29.00</p><p>8541.30.00</p><p>8541.49.10</p><p>8541.49.70</p><p>8541.49.80</p><p>8541.49.95</p><p>8541.51.00</p><p>8541.59.00</p><p>8541.90.00</p><p>8542</p><p>此 20 项关税豁免编码当中包含的范畴包括了笔记本电脑，智能手机、平板电脑、智能手表等消费电子产品，另外也包括了电视与<a href=\"https://laohu8.com/S/000591\">太阳能</a>相关产品。</p><p>此外，CBP 也提醒，近日系统曾因报关代码更新失效导致部分货物无法正确适用 10% 关税，该故障已于 11 日修复，CBP 要求业者重新提交受影响的报关摘要，以维护合规与权益。</p></body></html>","source":"stock_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>美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”</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美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-12 17:58 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1277768.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，美国海关及边境保护局(CBP)在美国时间 11 日晚间发布最新公告，针对第 14257 号行政命令所施行的对等关税措施，公布明确排除适用的产品列表与报关操作指南。据《货运系统讯息服务》(CSMS #64724565)公告，CBP 明确指出，凡产品正确归类于所列《美国统一关税表》(HTSUS)号别及子号别者，可适用对等关税排除措施。依据备忘录内容，这些产品将不再被课征依据第 ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1277768.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/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1277768.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2526606511","content_text":"智通财经APP获悉，美国海关及边境保护局(CBP)在美国时间 11 日晚间发布最新公告，针对第 14257 号行政命令所施行的对等关税措施，公布明确排除适用的产品列表与报关操作指南。据《货运系统讯息服务》(CSMS #64724565)公告，CBP 明确指出，凡产品正确归类于所列《美国统一关税表》(HTSUS)号别及子号别者，可适用对等关税排除措施。依据备忘录内容，这些产品将不再被课征依据第 14257 号行政命令(2025 年 4 月 2 日公布)所施行的额外国别税率。该措施自美东时间 2025 年 4 月 5 日凌晨 12 时 01 分起生效。CBP 释出的 20 项关税豁免编码包括：84718473.3084868517.13.008517.62.008523.51.0085248528.52.008541.10.008541.21.008541.29.008541.30.008541.49.108541.49.708541.49.808541.49.958541.51.008541.59.008541.90.008542此 20 项关税豁免编码当中包含的范畴包括了笔记本电脑，智能手机、平板电脑、智能手表等消费电子产品，另外也包括了电视与太阳能相关产品。此外，CBP 也提醒，近日系统曾因报关代码更新失效导致部分货物无法正确适用 10% 关税，该故障已于 11 日修复，CBP 要求业者重新提交受影响的报关摘要，以维护合规与权益。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":421922015469568,"gmtCreate":1744028903697,"gmtModify":1744028904978,"author":{"id":"3459597091040524","authorId":"3459597091040524","name":"沙克","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459597091040524","authorIdStr":"3459597091040524"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 完了，一旦200跌破就不知底在哪里了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 完了，一旦200跌破就不知底在哪里了","text":"$特斯拉(TSLA)$ 完了，一旦200跌破就不知底在哪里了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/421922015469568","isVote":1,"tweetType":1,"viewCount":2327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":411066524856376,"gmtCreate":1741391664627,"gmtModify":1741391666728,"author":{"id":"3459597091040524","authorId":"3459597091040524","name":"沙克","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459597091040524","authorIdStr":"3459597091040524"},"themes":[],"htmlText":"动不动就炸裂炸裂，这么多次炸裂，还以为硅谷都炸飞了呢","listText":"动不动就炸裂炸裂，这么多次炸裂，还以为硅谷都炸飞了呢","text":"动不动就炸裂炸裂，这么多次炸裂，还以为硅谷都炸飞了呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/411066524856376","repostId":"1145936242","repostType":4,"repost":{"id":"1145936242","kind":"news","pubTimestamp":1741324398,"share":"https://www.laohu8.com/m/news/1145936242?lang=&edition=full","pubTime":"2025-03-07 13:13","market":"us","language":"zh","title":"中国AI确实又“炸裂”了硅谷一回，不过是因为通义QwQ开源版","url":"https://stock-news.laohu8.com/highlight/detail?id=1145936242","media":"硅星人","summary":"3月6日，中国大模型领域同时发生了两个上热搜的AI话题：一边是AI Agent产品Manus，另一边则是阿里巴巴全新开源的通义千问QwQ-32B模型。前者引发的讨论中，不少人把它称为DeepSeek级别的“炸裂”成果，并称“硅谷因它一夜无眠”。凌晨正式发布模型后，QwQ-32B当天即登顶HuggingFace的开源模型榜单。目前，海内外开源社区中Qwen的衍生模型数量已突破10万，超越Llama系列衍生模型，通义千问Qwen稳居世界最大的生成式语言模型族群。","content":"<html><head></head><body><p>3月6日，中国大模型领域同时发生了两个上热搜的AI话题：</p><p>一边是AI Agent产品Manus，另一边则是阿里巴巴全新开源的通义千问QwQ-32B模型。</p><p>前者引发的讨论中，不少人把它称为DeepSeek级别的“炸裂”成果，并称“硅谷因它一夜无眠”。不过有趣的是，在国际AI社区中，真正引起广泛讨论的其实是后者。</p><p>凌晨正式发布模型后，QwQ-32B当天即登顶HuggingFace的开源模型榜单。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bcb3b6a6e555fd6cded7af988b413f18\" alt=\"\" title=\"\" tg-width=\"720\" tg-height=\"1053\"/></p><p>这款模型以32B的相对精简参数规模，却实现了与目前最强开源模型DeepSeek-R1相匹敌的性能，击败了老对手OpenAI o1 mini。</p><p>这对于开源社区的开发者吸引力巨大。HuggingFace联合创始人Vaibhav Srivastav几乎成了Qwen系列的忠实粉丝，每次发布都不缺席，成了点赞专业户。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cda119a35ac502861be9234630f3ac10\" alt=\"\" title=\"\" tg-width=\"750\" tg-height=\"825\"/></p><p>甚至有人开始玩起了新梗，当遇上OpenAI和QwQ 32B的分岔路口，向左还是向右？</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e082ebb40ff75743525a1e3eca26695f\" alt=\"\" title=\"\" tg-width=\"750\" tg-height=\"603\"/></p><p>“性能惊人，尺寸小能量大，运行快。”Reddit的讨论开始还真有点“炸裂体”的味。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55c9c67fa27b4c7fe1ad7a1e6ec61f7d\" alt=\"\" title=\"\" tg-width=\"750\" tg-height=\"321\"/></p><p>还有开发者开始像分享对一款现象级消费产品的评测一样，分享调用它的最佳设置。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1e87f860c41fd64e99f8304f0ad84b6\" alt=\"\" title=\"\" tg-width=\"750\" tg-height=\"392\"/></p><p>以及，那个每次必不可少的，一直以来的疑问：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/235ef97d1242d2e4819ae90ddbe592e4\" alt=\"\" title=\"\" tg-width=\"750\" tg-height=\"366\"/></p><p>所以到底怎么发音？</p><p style=\"text-align: justify;\"><strong>32B参数，以小搏大，重构游戏规则</strong></p><p>根据官方报告，在一系列权威基准测试中，千问QwQ-32B 模型表现异常出色，几乎完全超越了OpenAI-o1-mini，比肩最强开源推理模型DeepSeek-R1：</p><p>在测试数学能力的AIME24评测集上，以及评估代码能力的LiveCodeBench中，千问QwQ-32B表现与DeepSeek-R1相当，远胜于o1-mini及相同尺寸的R1蒸馏模型；在由Meta首席科学家杨立昆领衔的“最难LLMs评测榜”LiveBench、谷歌等提出的指令遵循能力IFEval评测集、由加州大学伯克利分校等提出的评估准确调用函数或工具方面的BFCL测试中，千问QwQ-32B的得分均超越了DeepSeek- R1。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec0e4162a1179f641e7a99208ba47beb\" alt=\"\" title=\"\" tg-width=\"750\" tg-height=\"424\"/></p><p>这些只是最基础的能力展示。而更多的热议来自开发者自己的需求和体验。</p><p>最让开发者感到兴奋的是，当参数变小但性能不变时，一台消费级显卡的硬件上，就能完成部署！</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4afb5dd0304201adc37695588e1b517c\" alt=\"\" title=\"\" tg-width=\"750\" tg-height=\"865\"/></p><p>苹果的ML工程师Awni Hannun也第一时间体验了模型，他发文展示了QwQ-32B在配备MLX（专门为苹果芯片设计的开源框架）的M4 Max芯片电脑上的运行速度很快，并公开了它的一些思考片段。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2dd7e9da16a8222b5b8c17be106c1fd0\" alt=\"\" title=\"\" tg-width=\"750\" tg-height=\"739\"/></p><p>多位开发者实测证实，QwQ-32B可在MacBook M系列芯片设备上流畅运行，其量化版本(q4_K_M)甚至在仅有16GB内存的设备上实现了每秒40 token的推理速度。这一表现远超同规模模型的部署要求，大幅降低了硬件门槛。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/047a9195fece9f259b5a0a6150b5eb9e\" alt=\"\" title=\"\" tg-width=\"720\" tg-height=\"804\"/></p><p>经过开发者测算，QwQ-32B对比DeepSeek-R1的671B参数，显存需求从1500GB降至24GB VRAM，<strong>“小参数+强优化”路径，验证了中等规模模型突破性能瓶颈的可能性。</strong></p><p>在性能方面，QwQ 32B延续了强化学习提高模型性能的路径，在冷启动基础上，阿里通义团队针对数学和编程任务、通用能力分别进行了两轮大规模强化学习，在32B的模型尺寸上获得了令人惊喜的推理能力提升，在一系列权威基准测试中，几乎超越了o1 mini，比肩DeepSeek R1，尤其在数学和代码能力方面，远胜于同尺寸的推理模型。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c6e017c631d128ebf1a60b48921257d\" alt=\"\" title=\"\" tg-width=\"750\" tg-height=\"226\"/></p><p>Reddit用户为了进一步验证QwQ的推理能力，为QwQ32B设置了一道物理原理推导任务，能够完整演示从牛顿定律到最小作用量原理的数学推导过程，该用户调侃的说2026应该不会为ChatGPT Pro付费了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b47884174c5ff5b88a992caed42ca5d3\" alt=\"\" title=\"\" tg-width=\"750\" tg-height=\"513\"/></p><p>Anthropic的投资机构Menlo Venture的投资人，也第一时间密切关注，对比了QwQ-32B和DeepSeek R1的推理成本，发现前者仅为后者的<strong>1/10的token成本，但效果能够达到DeepSeek-R1与o3-mini之间的性能水平。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee3d579b418d7c545cc938f3defe02b7\" alt=\"\" title=\"\" tg-width=\"750\" tg-height=\"1022\"/></p><p>目前，阿里已采用宽松的Apache2.0协议，将千问QwQ-32B模型向全球开源，所有人都可免费下载及商用。</p><p>此前企业部署顶级AI模型通常需要投入大量资金购置高端GPU集群，并面临复杂的分布式部署挑战和持续的电力成本压力，这意味着，企业不再需要构建复杂的GPU集群和高带宽网络来支持模型运行，能够在更低的算力环境下部署推理模型，避免大参数模型所需要的并行通信开销，同时单机部署也能够大幅降低运维门槛，使得中小企业也能负担得起高性能AI模型的落地应用。</p><p>同时，用户也将可通过通义APP免费体验最新的千问QwQ-32B模型。</p><p style=\"text-align: justify;\"><strong>Qwen成了硅谷最爱的开源基座</strong></p><p>除了QwQ-32B模型本身，一个围绕着Qwen的开源生态，也在渐渐成型。</p><p>在发布模型的过程中，Qwen的负责人林俊旸不停转发各种主流开源工具对QwQ的快速适配，除了发布模型本身，他似乎更着力于邀请大家通过不同的工具对QwQ-32B进行体验和二次开发。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98c0f800b5d6ff47a8ec7123cd5a1218\" alt=\"\" title=\"\" tg-width=\"750\" tg-height=\"1102\"/></p><p>另一位Qwen的核心团队成员Hui binyuan特意提到，欢迎大家在Qwen的基础上开发更有意思的东西。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffb6494ddbf5f702cdeca7f111dcb9ea\" alt=\"\" title=\"\" tg-width=\"750\" tg-height=\"785\"/></p><p>在一众快速适配QwQ的厂商中，一个有意思的案例来源于Groq。</p><p>它在QwQ-32B发布的第一时间即完成GroqCloud部署，实现400 token/s推理速度。得益于Groq LPU架构的确定性执行特性，与QwQ-32B的密集模型设计形成互补，并以每百万输入代币 0.29 美元，每百万输出代币 0.39 美元的超低价格提供服务。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a7237367bafe72d135382e62d77dce7\" alt=\"图片\" title=\"图片\" tg-width=\"750\" tg-height=\"416\"/><span>图片</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/044651bbc6cb13e35493c76fe3882485\" alt=\"\" title=\"\" tg-width=\"750\" tg-height=\"425\"/></p><p>这家硅谷明星的AI Infra公司，号称要做到“最快的推理平台”，目前已经吸引了百万开发者，平台已经渐渐与开源模型包括LLma、DeepSeek、Qwen模型系列深度绑定。</p><p>而且，它是一个拥有自己芯片产品的公司。Groq 创始人是谷歌专用芯片NPU 发明者之一Jonathan Ross。它创办的Groq，设计了与GPU不同的LPU （语言处理单元），专为AI推理所设计的新型端到端处理单元系统，借助这种自己掌握的软硬件结合优势，它提供的模型的部署服务总是最快的之一。</p><p>因此它的很多动作基本成为了开源的重要风向标之一，哪个模型上了Groq，意味着开发者对它的需求够高，而它提供的极速的体验，又会帮助这些模型让更多人了解其性能。这是一个开源和语言模型上下游生态的典型正向循环机制。</p><p>在不到两年的时间里，Qwen正在成为向往开放开源的模型世界的开发者的首选之一。目前，海内外开源社区中<strong>Qwen的衍生模型数量已突破10万</strong>，超越Llama系列衍生模型，<strong>通义千问Qwen稳居世界最大的生成式语言模型族群。</strong>根据Huggingface2025年2月10日最新的全球开源大模型榜单，<strong>排名前十的开源大模型全部是基于通义千问Qwen开源模型二次开发的衍生模型</strong>。</p><p>同时，越来越多的学术界知名研究机构和学者，基于Qwen系列模型展开研究。李飞飞等斯坦福大学和华盛顿大学研究人员基于阿里通义千问Qwen2.5-32B-Instruct开源模型为底座，仅使用16块H100 GPU，通过26分钟的监督微调，便打造出了性能卓越比肩OpenAI的o1和DeepSeek的R1等尖端推理模型的s1-32B模型。</p><p>近期，伯克利的计算实验室在QwQ-preview的基础上，花费了450美元创建了数据集，训练出了o1级的自有推理模型。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d230a5aa5c3bd465604e0b7ae73a3f57\" alt=\"\" title=\"\" tg-width=\"750\" tg-height=\"1041\"/></p><p>据统计，从2023年至今，阿里通义团队已开源200多款模型，包含大语言模型千问Qwen及视觉生成模型万相Wan等两大基模系列，开源囊括文本生成模型、视觉理解/生成模型、语音理解/生成模型、文生图及视频模型等「全模态」，覆盖从0.5B到110B等参数「全尺寸」，并在多个榜单中斩获冠军。</p><p>最近阿里巴巴连续开源了多个模型，每一个都会在海外社区引发广泛关注，有开发者感慨并剧透到，QwQ-32B是其中一个，而它可能还不是Qwen系列此轮会发布的最强的那个。</p><p>通义的大招也许还在后面。</p></body></html>","source":"lsy1694483538611","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>中国AI确实又“炸裂”了硅谷一回，不过是因为通义QwQ开源版</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中国AI确实又“炸裂”了硅谷一回，不过是因为通义QwQ开源版\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-07 13:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/K9dbjm4sE7l855xoDPTdIw><strong>硅星人</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月6日，中国大模型领域同时发生了两个上热搜的AI话题：一边是AI Agent产品Manus，另一边则是阿里巴巴全新开源的通义千问QwQ-32B模型。前者引发的讨论中，不少人把它称为DeepSeek级别的“炸裂”成果，并称“硅谷因它一夜无眠”。不过有趣的是，在国际AI社区中，真正引起广泛讨论的其实是后者。凌晨正式发布模型后，QwQ-32B当天即登顶HuggingFace的开源模型榜单。这款模型以...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/K9dbjm4sE7l855xoDPTdIw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://mp.weixin.qq.com/s/K9dbjm4sE7l855xoDPTdIw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145936242","content_text":"3月6日，中国大模型领域同时发生了两个上热搜的AI话题：一边是AI Agent产品Manus，另一边则是阿里巴巴全新开源的通义千问QwQ-32B模型。前者引发的讨论中，不少人把它称为DeepSeek级别的“炸裂”成果，并称“硅谷因它一夜无眠”。不过有趣的是，在国际AI社区中，真正引起广泛讨论的其实是后者。凌晨正式发布模型后，QwQ-32B当天即登顶HuggingFace的开源模型榜单。这款模型以32B的相对精简参数规模，却实现了与目前最强开源模型DeepSeek-R1相匹敌的性能，击败了老对手OpenAI o1 mini。这对于开源社区的开发者吸引力巨大。HuggingFace联合创始人Vaibhav Srivastav几乎成了Qwen系列的忠实粉丝，每次发布都不缺席，成了点赞专业户。甚至有人开始玩起了新梗，当遇上OpenAI和QwQ 32B的分岔路口，向左还是向右？“性能惊人，尺寸小能量大，运行快。”Reddit的讨论开始还真有点“炸裂体”的味。还有开发者开始像分享对一款现象级消费产品的评测一样，分享调用它的最佳设置。以及，那个每次必不可少的，一直以来的疑问：所以到底怎么发音？32B参数，以小搏大，重构游戏规则根据官方报告，在一系列权威基准测试中，千问QwQ-32B 模型表现异常出色，几乎完全超越了OpenAI-o1-mini，比肩最强开源推理模型DeepSeek-R1：在测试数学能力的AIME24评测集上，以及评估代码能力的LiveCodeBench中，千问QwQ-32B表现与DeepSeek-R1相当，远胜于o1-mini及相同尺寸的R1蒸馏模型；在由Meta首席科学家杨立昆领衔的“最难LLMs评测榜”LiveBench、谷歌等提出的指令遵循能力IFEval评测集、由加州大学伯克利分校等提出的评估准确调用函数或工具方面的BFCL测试中，千问QwQ-32B的得分均超越了DeepSeek- R1。这些只是最基础的能力展示。而更多的热议来自开发者自己的需求和体验。最让开发者感到兴奋的是，当参数变小但性能不变时，一台消费级显卡的硬件上，就能完成部署！苹果的ML工程师Awni Hannun也第一时间体验了模型，他发文展示了QwQ-32B在配备MLX（专门为苹果芯片设计的开源框架）的M4 Max芯片电脑上的运行速度很快，并公开了它的一些思考片段。多位开发者实测证实，QwQ-32B可在MacBook M系列芯片设备上流畅运行，其量化版本(q4_K_M)甚至在仅有16GB内存的设备上实现了每秒40 token的推理速度。这一表现远超同规模模型的部署要求，大幅降低了硬件门槛。经过开发者测算，QwQ-32B对比DeepSeek-R1的671B参数，显存需求从1500GB降至24GB VRAM，“小参数+强优化”路径，验证了中等规模模型突破性能瓶颈的可能性。在性能方面，QwQ 32B延续了强化学习提高模型性能的路径，在冷启动基础上，阿里通义团队针对数学和编程任务、通用能力分别进行了两轮大规模强化学习，在32B的模型尺寸上获得了令人惊喜的推理能力提升，在一系列权威基准测试中，几乎超越了o1 mini，比肩DeepSeek R1，尤其在数学和代码能力方面，远胜于同尺寸的推理模型。Reddit用户为了进一步验证QwQ的推理能力，为QwQ32B设置了一道物理原理推导任务，能够完整演示从牛顿定律到最小作用量原理的数学推导过程，该用户调侃的说2026应该不会为ChatGPT Pro付费了。Anthropic的投资机构Menlo Venture的投资人，也第一时间密切关注，对比了QwQ-32B和DeepSeek R1的推理成本，发现前者仅为后者的1/10的token成本，但效果能够达到DeepSeek-R1与o3-mini之间的性能水平。目前，阿里已采用宽松的Apache2.0协议，将千问QwQ-32B模型向全球开源，所有人都可免费下载及商用。此前企业部署顶级AI模型通常需要投入大量资金购置高端GPU集群，并面临复杂的分布式部署挑战和持续的电力成本压力，这意味着，企业不再需要构建复杂的GPU集群和高带宽网络来支持模型运行，能够在更低的算力环境下部署推理模型，避免大参数模型所需要的并行通信开销，同时单机部署也能够大幅降低运维门槛，使得中小企业也能负担得起高性能AI模型的落地应用。同时，用户也将可通过通义APP免费体验最新的千问QwQ-32B模型。Qwen成了硅谷最爱的开源基座除了QwQ-32B模型本身，一个围绕着Qwen的开源生态，也在渐渐成型。在发布模型的过程中，Qwen的负责人林俊旸不停转发各种主流开源工具对QwQ的快速适配，除了发布模型本身，他似乎更着力于邀请大家通过不同的工具对QwQ-32B进行体验和二次开发。另一位Qwen的核心团队成员Hui binyuan特意提到，欢迎大家在Qwen的基础上开发更有意思的东西。在一众快速适配QwQ的厂商中，一个有意思的案例来源于Groq。它在QwQ-32B发布的第一时间即完成GroqCloud部署，实现400 token/s推理速度。得益于Groq LPU架构的确定性执行特性，与QwQ-32B的密集模型设计形成互补，并以每百万输入代币 0.29 美元，每百万输出代币 0.39 美元的超低价格提供服务。图片这家硅谷明星的AI Infra公司，号称要做到“最快的推理平台”，目前已经吸引了百万开发者，平台已经渐渐与开源模型包括LLma、DeepSeek、Qwen模型系列深度绑定。而且，它是一个拥有自己芯片产品的公司。Groq 创始人是谷歌专用芯片NPU 发明者之一Jonathan Ross。它创办的Groq，设计了与GPU不同的LPU （语言处理单元），专为AI推理所设计的新型端到端处理单元系统，借助这种自己掌握的软硬件结合优势，它提供的模型的部署服务总是最快的之一。因此它的很多动作基本成为了开源的重要风向标之一，哪个模型上了Groq，意味着开发者对它的需求够高，而它提供的极速的体验，又会帮助这些模型让更多人了解其性能。这是一个开源和语言模型上下游生态的典型正向循环机制。在不到两年的时间里，Qwen正在成为向往开放开源的模型世界的开发者的首选之一。目前，海内外开源社区中Qwen的衍生模型数量已突破10万，超越Llama系列衍生模型，通义千问Qwen稳居世界最大的生成式语言模型族群。根据Huggingface2025年2月10日最新的全球开源大模型榜单，排名前十的开源大模型全部是基于通义千问Qwen开源模型二次开发的衍生模型。同时，越来越多的学术界知名研究机构和学者，基于Qwen系列模型展开研究。李飞飞等斯坦福大学和华盛顿大学研究人员基于阿里通义千问Qwen2.5-32B-Instruct开源模型为底座，仅使用16块H100 GPU，通过26分钟的监督微调，便打造出了性能卓越比肩OpenAI的o1和DeepSeek的R1等尖端推理模型的s1-32B模型。近期，伯克利的计算实验室在QwQ-preview的基础上，花费了450美元创建了数据集，训练出了o1级的自有推理模型。据统计，从2023年至今，阿里通义团队已开源200多款模型，包含大语言模型千问Qwen及视觉生成模型万相Wan等两大基模系列，开源囊括文本生成模型、视觉理解/生成模型、语音理解/生成模型、文生图及视频模型等「全模态」，覆盖从0.5B到110B等参数「全尺寸」，并在多个榜单中斩获冠军。最近阿里巴巴连续开源了多个模型，每一个都会在海外社区引发广泛关注，有开发者感慨并剧透到，QwQ-32B是其中一个，而它可能还不是Qwen系列此轮会发布的最强的那个。通义的大招也许还在后面。","news_type":1,"symbols_score_info":{"09988":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":1066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410078691451120,"gmtCreate":1741126655479,"gmtModify":1741126656699,"author":{"id":"3459597091040524","authorId":"3459597091040524","name":"沙克","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459597091040524","authorIdStr":"3459597091040524"},"themes":[],"htmlText":"他是让美帝再次 衰弱","listText":"他是让美帝再次 衰弱","text":"他是让美帝再次 衰弱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410078691451120","repostId":"2516916611","repostType":4,"repost":{"id":"2516916611","kind":"highlight","pubTimestamp":1741068618,"share":"https://www.laohu8.com/m/news/2516916611?lang=&edition=full","pubTime":"2025-03-04 14:10","market":"us","language":"zh","title":"特朗普的大日子！首场国会演讲又要“炸翻”市场？","url":"https://stock-news.laohu8.com/highlight/detail?id=2516916611","media":"金十数据","summary":"特朗普2.0首场国会演讲在即，特朗普已亲自预告会有“大消息”，究竟会带来哪些“王炸”？","content":"<html><head></head><body><blockquote><p>特朗普2.0首场国会演讲在即，特朗普已亲自预告会有“大消息”，究竟会带来哪些“王炸”？</p></blockquote><p>距离特朗普上次在国会联席会议上发表讲话已经过去了近五年。但在经历了一场疫情、一次选举失利、一次叛乱、两次暗杀企图和一次惊世骇俗的政治复出之后，他将在周二晚上带着要解决的问题和要推进的议程登场。</p><p>按照白宫官员宣布的日程安排，特朗普此次国会演讲将于美国东部时间周二晚上9点（北京时间周三早上10点）开始，主题是“美国梦的复兴”（The renewal of the American Dream）。</p><p>与特朗普关系密切的消息人士告诉《时代》周刊，特朗普演讲的核心内容将是传达一个信息，即他将兑现自己的承诺，粉碎政府机构，重塑华盛顿。</p><p>特朗普就任总统后已经迎来了巨大的变革。他签署了70多项行政命令，是近一个世纪以来前100天内签署行政命令最多的总统，从赦免“1月6日事件”的被告者、禁止变性人入伍，到对外国进口商品征收严格关税、为墨西哥湾重新命名等等，无所不包。他还迅速调整了美国在世界上的角色，在联合国投票时支持俄罗斯，并在椭圆形办公室大骂乌克兰总统泽连斯基。与此同时，埃隆-马斯克（Elon Musk）的政府效率部（DOGE）迅速接管了联邦官僚机构。</p><p>特朗普全力以赴的风格让大多数美国人很难甚至不可能追踪到他所做的一切。事实上，这正是问题的关键所在。助手们说，特朗普打算利用向国会发表的长达一小时的讲话，为他头40天任期的叙事，并通过制造一系列将超越演讲本身的“病毒式瞬间”来宣传他的目标。这种做法符合“特朗普世界”的观点，即在接下来的日子里，弥漫在传统媒体和社交媒体上的声音片段将比其他任何东西更能塑造人心。</p><p>普林斯顿大学的总统历史学家朱利安-泽利泽（Julian Zelizer）说：“在他看来，这些重大的媒体机会是他可以让公众按照他希望的方式思考的时刻。”</p><p>尽管如此，特朗普还是遇到了一些早期的挫折和磨难。尽管特朗普誓言要发起大规模驱逐行动，但迄今为止，他驱逐移民的速度比拜登在任最后一年所做的还要慢。许多美国人对马斯克激进的成本削减行动表示震惊；一项民意调查发现，只有34%的受访者认可他对工作的处理方式。而特朗普2.0经济还没有显示出收益的迹象：股市下跌，鸡蛋和牛肉价格攀升，通货膨胀也没有降温。多项调查显示，特朗普的支持率自其就职以来一直在下滑。</p><p>特朗普经常把政府的许多问题归咎于拜登。一位白宫官员告诉《时代》周刊，周二晚间他还会继续这样做。这位官员说：“他将直接向美国人民讲述他从上届政府继承下来的挑战。然后，按照典型的特朗普风格，他将把自己塑造成能把国家从衰落中拯救出来的唯一人物。他将展示他为何是此刻的最佳人选。”</p><p>在这一点上，民主党人计划反击。他们看到了戳穿特朗普美国复兴宣言的机会。</p><p>据一位熟悉内情的消息人士透露，众议院少数党领袖哈基姆-杰弗里斯（Hakeem Jeffries）已鼓励民主党议员邀请被解雇的联邦雇员和受到政府道德办公室削减开支负面影响的普通美国人作为演讲嘉宾。</p><p>来自密歇根州的前中情局分析师、参议员伊丽莎-斯洛特金（Elissa Slotkin）将发表民主党的官方回应。预计她将特别针对特朗普对美国外交政策的管理提出起诉。</p><p>民主党对特朗普演讲的反驳将考验该党在如何对抗总统的更大战略上的分歧。一些人正在推动一场无情的抵抗运动，比如康涅狄格州参议员克里斯-墨菲（Chris Murphy）。</p><p>他告诉美国全国广播公司新闻（NBC News）：“我的观点是，你必须每天战斗，如果你不战斗，人们就不会认为这是一个红色警报时刻。”</p><p>另一些人，如资深战略家詹姆斯-卡维尔（James Carville），则认为特朗普的对手们应该按兵不动，让政府自我毁灭。</p><p>他在《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》上写道：“现在是民主党人开始我们党史上最大胆的政治行动的时候了：转过身去装死。让共和党在自己的重压下崩溃，让美国人民怀念我们。”</p><p>知情人士告诉《时代》周刊，特朗普的团队已经与右翼媒体人士密切合作，以利用特朗普的国会演讲。上周，许多人受邀前往白宫，讨论如何为特朗普助威的策略。周二晚，白宫社交媒体团队与网络影响者合作，计划挑选一些有针对性的时刻在社交媒体上传播，其中一些片段可能比讲话全文或民主党的回应有更多的观众。</p><p>助手们说，除了宣传自己的政绩，特朗普还将利用这次机会推进他最雄心勃勃的目标：约4万亿美元的减税计划、为驱逐出境工作提供新资金、登上火星（马斯克的心愿）、赢得人工智能竞赛、实现<a href=\"https://laohu8.com/S/USEG\">美国能源</a>独立以及结束欧洲和中东战争。</p><p>特朗普周一暗示，在与泽连斯基大吵一架之后，他可能会利用这次演讲来放大这场公开争吵。有记者问特朗普在喊话之后是否还有可能达成共享稀土矿物的协议，他说：“我会让你知道的，我们将发表演讲，你可能会听到。”</p><p>特朗普周一还在社交媒体上预告：“明晚（周二）将有大消息，我将实话实说。”美国国会大厦周围又布置起了安全围栏，为特朗普4日晚在国会发表演讲做好安保准备。</p><p>据悉到时世界首富马斯克将在众议院会议厅发表演讲，并将作为政府迅速行动改变华盛顿的领先范例。通常坐在众议院议事厅前排的一排将军们现在都是特朗普钦点的，他们的前任已被解职。</p><p>不管怎样，特朗普首次向国会发表的讲话将成为一个标志。超过3200万美国人观看了去年的国情咨文。预计特朗普周二的演讲将吸引更高的收视率。观众的反应，以及数百万人在演讲后观看特朗普演讲片段的情况，将检验美国人到底有多喜欢特朗普带来的变革。</p><p>特朗普周二晚间的演讲严格来说并不算国情咨文——那是明年的事，但对于在家收看的人来说，这并没有什么区别。</p><p>以下是外媒认为周二晚特朗普演讲期间，美国人最关心的问题：</p><p><strong>1、马斯克坐哪里？</strong>在这样的活动中，美国政府中最有权势的人通常都坐在主席台上。总统向全国发表讲话时，众议院议长和副总统（兼任参议院礼仪领袖）坐在总统身后。但马斯克可能会掩盖了他们的光芒，这位亿万富翁企业家负责监督政府效率部，并担任特朗普的高级顾问。特邀嘉宾往往坐在会议厅上方的旁听席上。</p><p><strong>2、特朗普如何看待乌克兰问题？</strong>俄罗斯会试图在战场上扩大优势吗？泽连斯基会与特朗普修好吗？美国与欧洲盟国的脆弱关系会进一步恶化吗？ 现在还没有明确的答案。但周二的演讲将是特朗普解释其战争愿景和外交政策方针的一个高调机会。</p><p><strong>3、民主党会如何“恶心”特朗普？</strong>总统在国会的演讲变得越来越吵闹。2009年，南卡罗来纳州共和党众议员乔-威尔逊（Joe Wilson）在奥巴马向国会发表演讲时喊出了“你撒谎！”的著名口号，自此之后，演讲礼仪一直没有太大改善。 尤其让人担心的是，特朗普以偏离剧本，试图激起对手的愤怒而闻名。民主党人将如何回应？共和党人的反应更容易预测。预计他们会在拥护总统方面互相较劲。</p><p><strong>4、特朗普是否制定了立法计划？</strong>特朗普已经表明，他希望在第二个任期内挑战总统权力的极限（比如在美联储话事权方面），但有些事情他仍需要国会的帮助才能完成。特朗普希望削减开支、增加边境安全资金和减税，在共和党在众议院和参议院仅拥有微弱多数的情况下，这是一个政治敏感的组合。共和党需要几乎完全一致的意见才能取得进展。特朗普可能会透露更多有关其目标的信息，或敦促立法者加快工作进度。最紧急的是，国会仍需为联邦政府提供资金，而联邦政府的资金将于3月14日正式耗尽，也就是演讲结束后的第10天。</p><p><strong>5、哪个版本的特朗普会出现？</strong>特朗普这次会按提词器讲多久？他会偏离多少轨道？</p></body></html>","source":"xnew_highlight","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>特朗普的大日子！首场国会演讲又要“炸翻”市场？</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特朗普的大日子！首场国会演讲又要“炸翻”市场？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-04 14:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=165565&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特朗普2.0首场国会演讲在即，特朗普已亲自预告会有“大消息”，究竟会带来哪些“王炸”？距离特朗普上次在国会联席会议上发表讲话已经过去了近五年。但在经历了一场疫情、一次选举失利、一次叛乱、两次暗杀企图和一次惊世骇俗的政治复出之后，他将在周二晚上带着要解决的问题和要推进的议程登场。按照白宫官员宣布的日程安排，特朗普此次国会演讲将于美国东部时间周二晚上9点（北京时间周三早上10点）开始，主题是“美国梦的...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=165565&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9cc802733b83648a820bc7ec8b3f2c9d","relate_stocks":{},"source_url":"https://xnews.jin10.com/webapp/details.html?id=165565&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2516916611","content_text":"特朗普2.0首场国会演讲在即，特朗普已亲自预告会有“大消息”，究竟会带来哪些“王炸”？距离特朗普上次在国会联席会议上发表讲话已经过去了近五年。但在经历了一场疫情、一次选举失利、一次叛乱、两次暗杀企图和一次惊世骇俗的政治复出之后，他将在周二晚上带着要解决的问题和要推进的议程登场。按照白宫官员宣布的日程安排，特朗普此次国会演讲将于美国东部时间周二晚上9点（北京时间周三早上10点）开始，主题是“美国梦的复兴”（The renewal of the American Dream）。与特朗普关系密切的消息人士告诉《时代》周刊，特朗普演讲的核心内容将是传达一个信息，即他将兑现自己的承诺，粉碎政府机构，重塑华盛顿。特朗普就任总统后已经迎来了巨大的变革。他签署了70多项行政命令，是近一个世纪以来前100天内签署行政命令最多的总统，从赦免“1月6日事件”的被告者、禁止变性人入伍，到对外国进口商品征收严格关税、为墨西哥湾重新命名等等，无所不包。他还迅速调整了美国在世界上的角色，在联合国投票时支持俄罗斯，并在椭圆形办公室大骂乌克兰总统泽连斯基。与此同时，埃隆-马斯克（Elon Musk）的政府效率部（DOGE）迅速接管了联邦官僚机构。特朗普全力以赴的风格让大多数美国人很难甚至不可能追踪到他所做的一切。事实上，这正是问题的关键所在。助手们说，特朗普打算利用向国会发表的长达一小时的讲话，为他头40天任期的叙事，并通过制造一系列将超越演讲本身的“病毒式瞬间”来宣传他的目标。这种做法符合“特朗普世界”的观点，即在接下来的日子里，弥漫在传统媒体和社交媒体上的声音片段将比其他任何东西更能塑造人心。普林斯顿大学的总统历史学家朱利安-泽利泽（Julian Zelizer）说：“在他看来，这些重大的媒体机会是他可以让公众按照他希望的方式思考的时刻。”尽管如此，特朗普还是遇到了一些早期的挫折和磨难。尽管特朗普誓言要发起大规模驱逐行动，但迄今为止，他驱逐移民的速度比拜登在任最后一年所做的还要慢。许多美国人对马斯克激进的成本削减行动表示震惊；一项民意调查发现，只有34%的受访者认可他对工作的处理方式。而特朗普2.0经济还没有显示出收益的迹象：股市下跌，鸡蛋和牛肉价格攀升，通货膨胀也没有降温。多项调查显示，特朗普的支持率自其就职以来一直在下滑。特朗普经常把政府的许多问题归咎于拜登。一位白宫官员告诉《时代》周刊，周二晚间他还会继续这样做。这位官员说：“他将直接向美国人民讲述他从上届政府继承下来的挑战。然后，按照典型的特朗普风格，他将把自己塑造成能把国家从衰落中拯救出来的唯一人物。他将展示他为何是此刻的最佳人选。”在这一点上，民主党人计划反击。他们看到了戳穿特朗普美国复兴宣言的机会。据一位熟悉内情的消息人士透露，众议院少数党领袖哈基姆-杰弗里斯（Hakeem Jeffries）已鼓励民主党议员邀请被解雇的联邦雇员和受到政府道德办公室削减开支负面影响的普通美国人作为演讲嘉宾。来自密歇根州的前中情局分析师、参议员伊丽莎-斯洛特金（Elissa Slotkin）将发表民主党的官方回应。预计她将特别针对特朗普对美国外交政策的管理提出起诉。民主党对特朗普演讲的反驳将考验该党在如何对抗总统的更大战略上的分歧。一些人正在推动一场无情的抵抗运动，比如康涅狄格州参议员克里斯-墨菲（Chris Murphy）。他告诉美国全国广播公司新闻（NBC News）：“我的观点是，你必须每天战斗，如果你不战斗，人们就不会认为这是一个红色警报时刻。”另一些人，如资深战略家詹姆斯-卡维尔（James Carville），则认为特朗普的对手们应该按兵不动，让政府自我毁灭。他在《纽约时报》上写道：“现在是民主党人开始我们党史上最大胆的政治行动的时候了：转过身去装死。让共和党在自己的重压下崩溃，让美国人民怀念我们。”知情人士告诉《时代》周刊，特朗普的团队已经与右翼媒体人士密切合作，以利用特朗普的国会演讲。上周，许多人受邀前往白宫，讨论如何为特朗普助威的策略。周二晚，白宫社交媒体团队与网络影响者合作，计划挑选一些有针对性的时刻在社交媒体上传播，其中一些片段可能比讲话全文或民主党的回应有更多的观众。助手们说，除了宣传自己的政绩，特朗普还将利用这次机会推进他最雄心勃勃的目标：约4万亿美元的减税计划、为驱逐出境工作提供新资金、登上火星（马斯克的心愿）、赢得人工智能竞赛、实现美国能源独立以及结束欧洲和中东战争。特朗普周一暗示，在与泽连斯基大吵一架之后，他可能会利用这次演讲来放大这场公开争吵。有记者问特朗普在喊话之后是否还有可能达成共享稀土矿物的协议，他说：“我会让你知道的，我们将发表演讲，你可能会听到。”特朗普周一还在社交媒体上预告：“明晚（周二）将有大消息，我将实话实说。”美国国会大厦周围又布置起了安全围栏，为特朗普4日晚在国会发表演讲做好安保准备。据悉到时世界首富马斯克将在众议院会议厅发表演讲，并将作为政府迅速行动改变华盛顿的领先范例。通常坐在众议院议事厅前排的一排将军们现在都是特朗普钦点的，他们的前任已被解职。不管怎样，特朗普首次向国会发表的讲话将成为一个标志。超过3200万美国人观看了去年的国情咨文。预计特朗普周二的演讲将吸引更高的收视率。观众的反应，以及数百万人在演讲后观看特朗普演讲片段的情况，将检验美国人到底有多喜欢特朗普带来的变革。特朗普周二晚间的演讲严格来说并不算国情咨文——那是明年的事，但对于在家收看的人来说，这并没有什么区别。以下是外媒认为周二晚特朗普演讲期间，美国人最关心的问题：1、马斯克坐哪里？在这样的活动中，美国政府中最有权势的人通常都坐在主席台上。总统向全国发表讲话时，众议院议长和副总统（兼任参议院礼仪领袖）坐在总统身后。但马斯克可能会掩盖了他们的光芒，这位亿万富翁企业家负责监督政府效率部，并担任特朗普的高级顾问。特邀嘉宾往往坐在会议厅上方的旁听席上。2、特朗普如何看待乌克兰问题？俄罗斯会试图在战场上扩大优势吗？泽连斯基会与特朗普修好吗？美国与欧洲盟国的脆弱关系会进一步恶化吗？ 现在还没有明确的答案。但周二的演讲将是特朗普解释其战争愿景和外交政策方针的一个高调机会。3、民主党会如何“恶心”特朗普？总统在国会的演讲变得越来越吵闹。2009年，南卡罗来纳州共和党众议员乔-威尔逊（Joe Wilson）在奥巴马向国会发表演讲时喊出了“你撒谎！”的著名口号，自此之后，演讲礼仪一直没有太大改善。 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21:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>当地时间2月10日，美国总统特朗普签署行政命令，宣布对所有进口至美国的钢铁和铝征收25%关税。行政命令显示，新税率将于3月12日生效。</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/277a0aa3d579d4bdcbda0598e0c059ca","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166785920","content_text":"当地时间2月10日，美国总统特朗普签署行政命令，宣布对所有进口至美国的钢铁和铝征收25%关税。行政命令显示，新税率将于3月12日生效。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402607395606720,"gmtCreate":1739311057607,"gmtModify":1739311276095,"author":{"id":"3459597091040524","authorId":"3459597091040524","name":"沙克","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459597091040524","authorIdStr":"3459597091040524"},"themes":[],"htmlText":"这女人经常胡扯蛋","listText":"这女人经常胡扯蛋","text":"这女人经常胡扯蛋","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402607395606720","repostId":"2510853223","repostType":2,"isVote":1,"tweetType":1,"viewCount":940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402443049754816,"gmtCreate":1739270934108,"gmtModify":1739270935842,"author":{"id":"3459597091040524","authorId":"3459597091040524","name":"沙克","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459597091040524","authorIdStr":"3459597091040524"},"themes":[],"htmlText":"在外部环境无大变化情况下，现在是明摆着外部环境马上要发生大变化","listText":"在外部环境无大变化情况下，现在是明摆着外部环境马上要发生大变化","text":"在外部环境无大变化情况下，现在是明摆着外部环境马上要发生大变化","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/402443049754816","repostId":"1151317708","repostType":2,"repost":{"id":"1151317708","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1739265308,"share":"https://www.laohu8.com/m/news/1151317708?lang=&edition=full","pubTime":"2025-02-11 17:15","market":"sh","language":"zh","title":"中芯国际：2024年净利润36.99亿元，同比下降23.3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1151317708","media":"老虎资讯综合","summary":"2月11日，$中芯国际(688981)$公告，2024年第四季度营业收入为159.17亿元，同比增长31.0%；归属于上市公司股东的净利润为9.92亿元，同比下降13.5%。2024年度未经审计的营业收入为577.96亿元，同比增长27.7%；归属于上市公司股东的净利润为36.99亿元，同比下降23.3%。","content":"<html><head></head><body><p>2月11日，<a href=\"https://laohu8.com/S/688981\">中芯国际</a>公告，2024年第四季度营业收入为159.17亿元，同比增长31.0%；归属于上市公司股东的净利润为9.92亿元，同比下降13.5%。2024年度未经审计的营业收入为577.96亿元，同比增长27.7%；归属于上市公司股东的净利润为36.99亿元，同比下降23.3%。</p><p>中芯国际预计2025年第一季度收入环比增长6%至8%，毛利率19%-21%。在外部环境无重大变化的前提下，公司2025年指引为：销售收入增幅高于可比同业的平均值，资本开支与上一年相比大致持平。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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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中芯国际：2024年净利润36.99亿元，同比下降23.3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-02-11 17:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月11日，<a href=\"https://laohu8.com/S/688981\">中芯国际</a>公告，2024年第四季度营业收入为159.17亿元，同比增长31.0%；归属于上市公司股东的净利润为9.92亿元，同比下降13.5%。2024年度未经审计的营业收入为577.96亿元，同比增长27.7%；归属于上市公司股东的净利润为36.99亿元，同比下降23.3%。</p><p>中芯国际预计2025年第一季度收入环比增长6%至8%，毛利率19%-21%。在外部环境无重大变化的前提下，公司2025年指引为：销售收入增幅高于可比同业的平均值，资本开支与上一年相比大致持平。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bdb458f2c3eed8796a1e2ecf37309073","relate_stocks":{"688981":"中芯国际","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","BK0214":"IT设备","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","BK1526":"科网股","BK1610":"ETF&股票定投概念","BK1607":"新IT概念","BK1163":"半导体产品","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","00981":"中芯国际","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A 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ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151317708","content_text":"2月11日，中芯国际公告，2024年第四季度营业收入为159.17亿元，同比增长31.0%；归属于上市公司股东的净利润为9.92亿元，同比下降13.5%。2024年度未经审计的营业收入为577.96亿元，同比增长27.7%；归属于上市公司股东的净利润为36.99亿元，同比下降23.3%。中芯国际预计2025年第一季度收入环比增长6%至8%，毛利率19%-21%。在外部环境无重大变化的前提下，公司2025年指引为：销售收入增幅高于可比同业的平均值，资本开支与上一年相比大致持平。","news_type":1,"symbols_score_info":{"688981":1,"00981":1}},"isVote":1,"tweetType":1,"viewCount":1374,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/ccbee84d06c97c8ea354bff2e5c20b6d","crmLevel":1,"crmLevelSwitch":1,"idStr":"3498680662745699","authorIdStr":"3498680662745699"},"content":"经典的睁眼说瞎话，习惯就好🤣半导体限制铁拳基本是必砸的，自己业绩还烂，股价根本撑不住","text":"经典的睁眼说瞎话，习惯就好🤣半导体限制铁拳基本是必砸的，自己业绩还烂，股价根本撑不住","html":"经典的睁眼说瞎话，习惯就好🤣半导体限制铁拳基本是必砸的，自己业绩还烂，股价根本撑不住"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":401355159249368,"gmtCreate":1738994715055,"gmtModify":1738994716914,"author":{"id":"3459597091040524","authorId":"3459597091040524","name":"沙克","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459597091040524","authorIdStr":"3459597091040524"},"themes":[],"htmlText":"不得不说，人家老特脑瓜活确实有两手","listText":"不得不说，人家老特脑瓜活确实有两手","text":"不得不说，人家老特脑瓜活确实有两手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401355159249368","repostId":"2509708573","repostType":4,"repost":{"id":"2509708573","kind":"news","pubTimestamp":1738965600,"share":"https://www.laohu8.com/m/news/2509708573?lang=&edition=full","pubTime":"2025-02-08 06:00","market":"hk","language":"zh","title":"特朗普宣布将调整美国钢铁与新日铁交易方案，改为投资而非收购","url":"https://stock-news.laohu8.com/highlight/detail?id=2509708573","media":"智通财经","summary":"智通财经APP获悉，周五，美国总统特朗普宣布，他将调整美国钢铁与日本新日铁的交易方案。根据特朗普的说法，新日铁将以投资形式进入美国钢铁，而非完全收购该公司。然而，特朗普并未透露调整后投资的具体金额或结构。对此，新日铁拒绝发表评论，而美国钢铁也未立即作出回应。在特朗普释放可能批准交易的消息后，美国钢铁股价周五盘中一度上涨5美元，但在他发表“新日铁将以投资方式进入美国钢铁”的表态后，股价迅速回落。","content":"<html><head></head><body><p>智通财经APP获悉，周五，美国总统特朗普宣布，他将调整<a href=\"https://laohu8.com/S/X\">美国钢铁</a>(X.US)与日本新日铁的交易方案。根据特朗普的说法，新日铁将以投资形式进入美国钢铁，而非完全收购该公司。受此消息影响，美国钢铁大幅下跌，截至收盘，该股跌5.83%，报36.98美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b90b7ba7658d300cbf9cd1aeb1997ecf\" tg-width=\"560\" tg-height=\"240\"/></p><p>此前，新日铁计划以每股55美元的现金收购美国钢铁，总金额约为123亿美元。然而，特朗普并未透露调整后投资的具体金额或结构。对此，新日铁拒绝发表评论，而美国钢铁也未立即作出回应。</p><p>在过去几个月里，美国政界无论是共和党还是民主党议员，都对美国钢铁的所有权归属问题表示担忧，认为这涉及国家安全问题。新日铁承诺将在美国钢铁投资数十亿美元，并允许美国管理层继续运营其国内工厂，但仍未能打消政界人士的顾虑。</p><p>美国前总统拜登在今年1月便已否决了这项收购协议，而美国钢铁随后提起诉讼，希望推翻这一决定。</p><p>这笔交易原本可能重塑美国钢铁行业格局。作为全球第四大钢铁生产商，新日铁的加入将为美国钢铁提供更强的竞争力，而美国钢铁目前在全球排名20名开外。</p><p>在特朗普释放可能批准交易的消息后，美国钢铁股价周五盘中一度上涨5美元，但在他发表“新日铁将以投资方式进入美国钢铁”的表态后，股价迅速回落。</p><p>此外，<a href=\"https://laohu8.com/S/CLF\">克利夫兰克里夫</a>(CLF.US)股价也大跌5.8%。该公司此前一直有意收购美国钢铁，并在2023年8月提出了35美元的现金加股票报价，掀起了竞购战。如今，由于美国钢铁不会被新日铁并购，而是接受投资，这使得克利夫兰克里夫的竞争地位变得更为不利。</p><p>与此同时，<a href=\"https://laohu8.com/S/NUE\">纽柯钢铁</a>(NUE.US)和<a href=\"https://laohu8.com/S/STLD\">Steel Dynamics</a>(STLD.US)的股价分别下跌2.3%和1.7%。这三家公司连同美国钢铁，构成了美国四大钢铁生产商。克利夫兰克里夫收购美国钢铁的主要动机之一是扩大市场份额，并通过行业整合实现更稳定的利润。然而，如今的局面可能会导致市场竞争更加激烈。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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href=http://www.zhitongcaijing.com/content/detail/1247396.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，周五，美国总统特朗普宣布，他将调整美国钢铁(X.US)与日本新日铁的交易方案。根据特朗普的说法，新日铁将以投资形式进入美国钢铁，而非完全收购该公司。受此消息影响，美国钢铁大幅下跌，截至收盘，该股跌5.83%，报36.98美元。此前，新日铁计划以每股55美元的现金收购美国钢铁，总金额约为123亿美元。然而，特朗普并未透露调整后投资的具体金额或结构。对此，新日铁拒绝发表评论，而美国...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1247396.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/59173f284ebbaeca7a7533691a2e3051","relate_stocks":{"BK4520":"美国基建股","BK4006":"钢铁","BK4588":"碎股","BK4516":"特朗普概念","BK4585":"ETF&股票定投概念","X":"美国钢铁"},"source_url":"http://www.zhitongcaijing.com/content/detail/1247396.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2509708573","content_text":"智通财经APP获悉，周五，美国总统特朗普宣布，他将调整美国钢铁(X.US)与日本新日铁的交易方案。根据特朗普的说法，新日铁将以投资形式进入美国钢铁，而非完全收购该公司。受此消息影响，美国钢铁大幅下跌，截至收盘，该股跌5.83%，报36.98美元。此前，新日铁计划以每股55美元的现金收购美国钢铁，总金额约为123亿美元。然而，特朗普并未透露调整后投资的具体金额或结构。对此，新日铁拒绝发表评论，而美国钢铁也未立即作出回应。在过去几个月里，美国政界无论是共和党还是民主党议员，都对美国钢铁的所有权归属问题表示担忧，认为这涉及国家安全问题。新日铁承诺将在美国钢铁投资数十亿美元，并允许美国管理层继续运营其国内工厂，但仍未能打消政界人士的顾虑。美国前总统拜登在今年1月便已否决了这项收购协议，而美国钢铁随后提起诉讼，希望推翻这一决定。这笔交易原本可能重塑美国钢铁行业格局。作为全球第四大钢铁生产商，新日铁的加入将为美国钢铁提供更强的竞争力，而美国钢铁目前在全球排名20名开外。在特朗普释放可能批准交易的消息后，美国钢铁股价周五盘中一度上涨5美元，但在他发表“新日铁将以投资方式进入美国钢铁”的表态后，股价迅速回落。此外，克利夫兰克里夫(CLF.US)股价也大跌5.8%。该公司此前一直有意收购美国钢铁，并在2023年8月提出了35美元的现金加股票报价，掀起了竞购战。如今，由于美国钢铁不会被新日铁并购，而是接受投资，这使得克利夫兰克里夫的竞争地位变得更为不利。与此同时，纽柯钢铁(NUE.US)和Steel 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