chenx32401的个人主页 - 老虎社区

chenx32401

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IP属地：江苏

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2019-01-09

$小米集团-W(01810)$ 1月9日早间消息，小米集团发布公告，称雷军各控股股东自愿承诺未来365天不出售直接或间接实益拥有的公司股份，惟控股股东可将所持有不超过639,596,190股本公司B类股份（“奖励股份”）捐赠予公益慈善机构用于慈善用途。此外，CFO周受资同样承诺自公告日期起365天内，不自行出售小米股票。今日小米集团有30多亿股限售股解禁，相当于已发行股票的约19%。

11-03 23:25

‌$阿里巴巴(BABA)$ ‌阿里是要倒闭了吗，崩成这样

10-11

‌$三倍做多富时中国ETF-Direxion(YINN)$ ‌可以抄底中国资产了

11-04 01:39

‌$亚马逊(AMZN)$ ‌这是往OpenAI的内循环里边再套了一个圈啊……😅

2018-05-08

京东目标价再遭下调！

$京东(JD)$ 财报日前昔，各位赌财报的亲们自求多福州吧

京东目标价再遭下调！

2018-09-07

$特斯拉(TSLA)$ 一口大麻吸走几百亿

08-28

无论财报好坏，机构都是要砸盘的

英伟达Q2数据中心收入不及市场预期，本季度营收指引不够亮眼

2018-09-07

$京东(JD)$ 【刘强东律师：本周五将结案，不会受到任何指控】刘强东美国律师表示，警方已经建议完结本案，相信本周五就会结案。并称，刘强东不会受到任何指控，而且结案后，所有报告、证词、录音等资料将被公开。（中国经营网）

2021-09-09

我只担心癌股

美国多个指标报警！

11-03 01:29

巴菲特是把子弹留给继任者，很明智的选择

三季度再卖61亿、连续5季度不回购、三年累计卖1840亿美元股票！巴菲特给伯克希尔留下的是：3820亿美元现金

09-26

‌$可口可乐(KO)$ ‌冰阔落不是防御标地吗一直跌

2018-09-03

$京东(JD)$ 刘强东因为涉嫌性侵女留学生，上周五被美国明尼苏达当地警方逮捕，这一桃色事件可谓影响恶劣了。首先直接破坏刘强东与奶茶妹妹章泽天多年来维护的模范恩爱夫妻的人设。其次，对京东股价带来的影响也难以估测。再者，作为中国知名企业和雇主，对于示范性的破坏力可谓巨大，有了案底，东哥以后再去美国谈生意也不容易了。

2018-08-07

$百度(BIDU)$ 谷歌能够“回归”是不是特朗普要挟我国的条件之一？

08-19

$Tempus AI(TEM)$ 国会山股神钦点牛股！🐂

2019-07-30

$瑞幸咖啡(LK)$感觉像是庄家开盘诱空…

09-13

扯淡。第一天怎么拉上来的不也是你们机构吗

甲骨文两日累跌超10% 市场担忧其过度依赖OpenAI

2018-03-22

活该猎豹发新品暴跌，原来是抄袭？

$猎豹移动(CMCM)$ 猎豹的小豹机器人跟华硕小布机器人设计理念相似，连视觉创意都没换，直接copy.....无敌了🤣

活该猎豹发新品暴跌，原来是抄袭？

10-20

‌$苹果(AAPL)$ ‌果子终于历史新高了

09-30

不发布经济数据就没有风险是吧

美国劳工统计局：政府停摆期间不发布经济数据

08-02

$Figma(FIG)$ 主力撤了，废了。对标$Adobe(ADBE)$ 还差不多，600多亿太离谱了

去老虎APP查看更多动态

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<a 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&nbsp;</a>‌下跌一点就拿不住还想挣钱","listText":"‌<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ &nbsp;</a>‌下跌一点就拿不住还想挣钱","text":"‌$阿里巴巴(BABA)$ ‌下跌一点就拿不住还想挣钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496498289709912","isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496481804362160,"gmtCreate":1762234069058,"gmtModify":1762234081546,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"themes":[],"title":"","htmlText":"是真的，这么个老品牌也放弃了","listText":"是真的，这么个老品牌也放弃了","text":"是真的，这么个老品牌也放弃了","images":[{"img":"https://static.tigerbbs.com/b377fbe24f1220f773b99b981ab818d2"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496481804362160","repostId":"2580049276","repostType":2,"repost":{"id":"2580049276","kind":"news","pubTimestamp":1762221263,"share":"https://www.laohu8.com/m/news/2580049276?lang=&edition=full","pubTime":"2025-11-04 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href=http://www.zhitongcaijing.com/content/detail/1364836.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，据媒体11月3日消息，饿了么App最新的内测版本已更名为“淘宝闪购”，版本号更新至12.0.1。此次更新的“淘宝闪购”标语为“外卖放心点，美食准时达”。目前“淘宝闪购”正处于灰度测试阶段，仅对部分用户开放体验。灰度测试期间，部分用户可通过“淘宝闪购”体验餐饮外卖及日用百货等即时配送服务。目前，饿了么的配送运力已全面承接淘宝闪购订单，覆盖更多品类。此次整合被视为阿里应对对手的“...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1364836.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/b2e0eb6c0d2386d465d375504e74c84e","relate_stocks":{"89988":"阿里巴巴-WR","LU1224709979.USD":"FIDELITY CHINA FOCUS \"A\" (USD) ACC","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0096374516.USD":"CT (LUX) I ASIA EQUITY INCOME \"DU\" (USD) ACC","LU0054237671.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" INC","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU0061477393.USD":"CT (LUX) I ASIA EQUITY INCOME \"AU\" (USD) ACC","LU0634319403.HKD":"ALLIANZ HONG KONG 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‌阿里是要倒闭了吗，崩成这样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/496271731323696","isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579066292341739","authorId":"3579066292341739","name":"种田专业","avatar":"https://static.tigerbbs.com/9a1989c278270e8def069ec695c142d6","crmLevel":8,"crmLevelSwitch":1,"idStr":"3579066292341739","authorIdStr":"3579066292341739"},"content":"ai应用只是替代人工，没有改变事物本质！另外，还是以利润为目标的经营定位，远离客户和用户；官本位只会为当值期间KPI短线负责。只能说需要有魄力的创业者思维的管理者，不然路漫漫","text":"ai应用只是替代人工，没有改变事物本质！另外，还是以利润为目标的经营定位，远离客户和用户；官本位只会为当值期间KPI短线负责。只能说需要有魄力的创业者思维的管理者，不然路漫漫","html":"ai应用只是替代人工，没有改变事物本质！另外，还是以利润为目标的经营定位，远离客户和用户；官本位只会为当值期间KPI短线负责。只能说需要有魄力的创业者思维的管理者，不然路漫漫"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":495917626438512,"gmtCreate":1762104587797,"gmtModify":1762104590229,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"themes":[],"title":"","htmlText":"巴菲特是把子弹留给继任者，很明智的选择","listText":"巴菲特是把子弹留给继任者，很明智的选择","text":"巴菲特是把子弹留给继任者，很明智的选择","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/495917626438512","repostId":"2580403511","repostType":2,"repost":{"id":"2580403511","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":1762047943,"share":"https://www.laohu8.com/m/news/2580403511?lang=&edition=full","pubTime":"2025-11-02 09:45","market":"nz","language":"zh","title":"三季度再卖61亿、连续5季度不回购、三年累计卖1840亿美元股票！巴菲特给伯克希尔留下的是：3820亿美元现金","url":"https://stock-news.laohu8.com/highlight/detail?id=2580403511","media":"华尔街见闻","summary":"在95岁巴菲特即将交棒之际，伯克希尔·哈撒韦正以史无前例的谨慎姿态积累“弹药”。集团现金储备飙升至3820亿美元的历史新高，却也让其股价显著跑输大盘。同时，公司连续五个季度未回购、三季度继续抛售，最大抛售股包括苹果、美国运通和美国银行。“在巴菲特看来，目前的机会并不多。”","content":"<html><head></head><body><blockquote><p>在95岁巴菲特即将交棒之际，伯克希尔·哈撒韦正以史无前例的谨慎姿态积累“弹药”。集团现金储备飙升至3820亿美元的历史新高，却也让其股价显著跑输大盘。同时，公司连续五个季度未回购、三季度继续抛售，最大抛售股包括苹果、美国运通和美国银行。“在巴菲特看来，目前的机会并不多。”</p></blockquote><p style=\"text-align: left;\">95岁的巴菲特准备卸任交棒之际，伯克希尔·哈撒韦的现金储备正在创下新历史新高——3820亿美元。</p><p style=\"text-align: left;\">11月1日周六，这家集团公布的最新财报显示，截至三季度集团现金储备达到3817亿美元，比上一季度增加了376亿美元，相当于每天增加4.2亿美元现金，每小时1700万美元现金。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cad22d6fd0ab89f310c1ee321a1c3328\" tg-width=\"791\" tg-height=\"493\"/></p><p style=\"text-align: left;\">而这一数字的背后是公司的持续抛售。<strong>过去三年，伯克希尔已累计净卖出约1840亿美元的股票，仅在第三季度就再度抛售了价值61亿美元的普通股。</strong></p><p style=\"text-align: left;\"><strong>“在巴菲特看来，目前的机会并不多”</strong>，Edward Jones的分析师Jim Shanahan对此评论道。</p><p style=\"text-align: left;\">伯克希尔的最新财报似乎向市场传递了一个信号：在巴菲特眼中，当前市场的卖出机会可能远大于买入。</p><p style=\"text-align: left;\">除了减持股票投资组合，伯克希尔在回购自家股票方面也保持了极大的克制。<strong>自2024年第二季度以来，公司便再未进行过任何回购。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19e93eb76f610d24370e3b661ef991e8\" tg-width=\"815\" tg-height=\"502\"/></p><p style=\"text-align: left;\">这家横跨保险、铁路和公用事业等领域的巨头正以前所未有的谨慎姿态，通过持续抛售股票和暂停回购，积累了巨额“弹药”，为即将到来的“后巴菲特时代”留下了巨大的想象空间和挑战。</p><h2 id=\"id_266432327\" style=\"text-align: left;\">卖出远大于买入</h2><p style=\"text-align: left;\">具体到伯克希尔·哈撒韦的投资活动，在集团2832亿美元的股票投资组合中，其连续第12个季度<strong>卖出的股票数量超过了买入的数量。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7e544fa735fbd4c801491b312e0bd66\" tg-width=\"809\" tg-height=\"519\"/></p><p style=\"text-align: justify;\">最大的抛售股票包括苹果公司、美国运通公司和美国银行。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d76419f6706c5099e53030dbd5bbbc21\" tg-width=\"1024\" tg-height=\"1194\"/></p><p style=\"text-align: left;\">对于伯克希尔·哈撒韦的拥趸来说，这或许令人些许恼火。因为今年早些时候，巴菲特似乎又开始积极寻求收购机会，先是斥资16亿美元收购了联合健康集团的股份，上个月又以97亿美元收购了OxyChem公司。</p><p style=\"text-align: left;\">但这位著名的亿万富翁在第三季度却按兵不动。伯克希尔·哈撒韦公司在该季度抛售了价值61亿美元的股票。 </p><p style=\"text-align: left;\">而自巴菲特在5月份的年度股东大会上宣布将卸任CEO以来，伯克希尔的A类股股价已下跌约12%，而同期标普500指数则上涨了约20%。</p><p style=\"text-align: left;\">持续的抛售和暂停回购“或许可以解释为什么伯克希尔的股价一直显著落后于大盘，目前已回落至去年八月的水平。 ”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6eeb28243455e1c6f70df630cd278540\" tg-width=\"797\" tg-height=\"492\"/></p><p style=\"text-align: left;\"><strong>“我认为这向股东传递了一个非常强有力的信息。如果他们都不回购自己的股票，你又为什么要买呢？”</strong>CFRA Research的分析师Cathy Seifert表示。</p><p style=\"text-align: left;\">尽管投资操作极为谨慎，但伯克希尔旗下业务的基本面依然稳固。财报显示，公司第三季度运营利润同比增长34%，达到135亿美元。这主要得益于其保险业务，过去12个月，公司的保险承保利润增长了两倍，达到24亿美元。</p><h2 id=\"id_3860014488\" style=\"text-align: left;\">“后巴菲特时代”的挑战与机遇</h2><p style=\"text-align: left;\">在过去60年里，巴菲特将伯克希尔·哈撒韦打造发展成为全球最大的投资公司之一。</p><p style=\"text-align: left;\">再过两个月，在今年年底，巴菲特将正式卸任首席执行官，由现年62岁的非保险业务负责人Greg Abel接任。巴菲特将继续担任董事长。Abel即将接手的，是一个拥有近200家子公司和3820亿美元巨额现金的商业帝国。</p><p style=\"text-align: left;\">如何有效部署这笔庞大资金，将是Abel面临的首要挑战。上个月，由Abel主导的一笔交易——以97亿美元现金收购西方石油公司的石化业务，被视为“后巴菲特时代”资本运作的一次预演。</p><p style=\"text-align: left;\">部分长期投资者对此保持乐观。伯克希尔的股东、Semper Augustus Investments的总裁兼首席投资官Chris Bloomstran认为：“Greg完全适合从沃伦手中接过缰绳。”</p><p style=\"text-align: left;\">但也有投资者显得更为急切，Gardner Russo &amp; Quinn的合伙人Tom Russo指出：“不耐烦的投资者迫切希望伯克希尔部署其现金，并已将目光投向别处。”</p><p style=\"text-align: left;\">无论如何，Abel和他的团队都将手握重金，在一个充满不确定性的市场中寻找下一个属于伯克希尔的“大象”。</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>三季度再卖61亿、连续5季度不回购、三年累计卖1840亿美元股票！巴菲特给伯克希尔留下的是：3820亿美元现金</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; 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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三季度再卖61亿、连续5季度不回购、三年累计卖1840亿美元股票！巴菲特给伯克希尔留下的是：3820亿美元现金\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-02 09:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3758486><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在95岁巴菲特即将交棒之际，伯克希尔·哈撒韦正以史无前例的谨慎姿态积累“弹药”。集团现金储备飙升至3820亿美元的历史新高，却也让其股价显著跑输大盘。同时，公司连续五个季度未回购、三季度继续抛售，最大抛售股包括苹果、美国运通和美国银行。“在巴菲特看来，目前的机会并不多。”95岁的巴菲特准备卸任交棒之际，伯克希尔·哈撒韦的现金储备正在创下新历史新高——3820亿美元。11月1日周六，这家集团公布的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3758486\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://wallstreetcn.com/articles/3758486","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2580403511","content_text":"在95岁巴菲特即将交棒之际，伯克希尔·哈撒韦正以史无前例的谨慎姿态积累“弹药”。集团现金储备飙升至3820亿美元的历史新高，却也让其股价显著跑输大盘。同时，公司连续五个季度未回购、三季度继续抛售，最大抛售股包括苹果、美国运通和美国银行。“在巴菲特看来，目前的机会并不多。”95岁的巴菲特准备卸任交棒之际，伯克希尔·哈撒韦的现金储备正在创下新历史新高——3820亿美元。11月1日周六，这家集团公布的最新财报显示，截至三季度集团现金储备达到3817亿美元，比上一季度增加了376亿美元，相当于每天增加4.2亿美元现金，每小时1700万美元现金。而这一数字的背后是公司的持续抛售。过去三年，伯克希尔已累计净卖出约1840亿美元的股票，仅在第三季度就再度抛售了价值61亿美元的普通股。“在巴菲特看来，目前的机会并不多”，Edward Jones的分析师Jim Shanahan对此评论道。伯克希尔的最新财报似乎向市场传递了一个信号：在巴菲特眼中，当前市场的卖出机会可能远大于买入。除了减持股票投资组合，伯克希尔在回购自家股票方面也保持了极大的克制。自2024年第二季度以来，公司便再未进行过任何回购。这家横跨保险、铁路和公用事业等领域的巨头正以前所未有的谨慎姿态，通过持续抛售股票和暂停回购，积累了巨额“弹药”，为即将到来的“后巴菲特时代”留下了巨大的想象空间和挑战。卖出远大于买入具体到伯克希尔·哈撒韦的投资活动，在集团2832亿美元的股票投资组合中，其连续第12个季度卖出的股票数量超过了买入的数量。最大的抛售股票包括苹果公司、美国运通公司和美国银行。对于伯克希尔·哈撒韦的拥趸来说，这或许令人些许恼火。因为今年早些时候，巴菲特似乎又开始积极寻求收购机会，先是斥资16亿美元收购了联合健康集团的股份，上个月又以97亿美元收购了OxyChem公司。但这位著名的亿万富翁在第三季度却按兵不动。伯克希尔·哈撒韦公司在该季度抛售了价值61亿美元的股票。 而自巴菲特在5月份的年度股东大会上宣布将卸任CEO以来，伯克希尔的A类股股价已下跌约12%，而同期标普500指数则上涨了约20%。持续的抛售和暂停回购“或许可以解释为什么伯克希尔的股价一直显著落后于大盘，目前已回落至去年八月的水平。 ”“我认为这向股东传递了一个非常强有力的信息。如果他们都不回购自己的股票，你又为什么要买呢？”CFRA Research的分析师Cathy Seifert表示。尽管投资操作极为谨慎，但伯克希尔旗下业务的基本面依然稳固。财报显示，公司第三季度运营利润同比增长34%，达到135亿美元。这主要得益于其保险业务，过去12个月，公司的保险承保利润增长了两倍，达到24亿美元。“后巴菲特时代”的挑战与机遇在过去60年里，巴菲特将伯克希尔·哈撒韦打造发展成为全球最大的投资公司之一。再过两个月，在今年年底，巴菲特将正式卸任首席执行官，由现年62岁的非保险业务负责人Greg Abel接任。巴菲特将继续担任董事长。Abel即将接手的，是一个拥有近200家子公司和3820亿美元巨额现金的商业帝国。如何有效部署这笔庞大资金，将是Abel面临的首要挑战。上个月，由Abel主导的一笔交易——以97亿美元现金收购西方石油公司的石化业务，被视为“后巴菲特时代”资本运作的一次预演。部分长期投资者对此保持乐观。伯克希尔的股东、Semper Augustus Investments的总裁兼首席投资官Chris Bloomstran认为：“Greg完全适合从沃伦手中接过缰绳。”但也有投资者显得更为急切，Gardner Russo & Quinn的合伙人Tom Russo指出：“不耐烦的投资者迫切希望伯克希尔部署其现金，并已将目光投向别处。”无论如何，Abel和他的团队都将手握重金，在一个充满不确定性的市场中寻找下一个属于伯克希尔的“大象”。","news_type":1,"symbols_score_info":{"BRK.A":1.5,"BRK.B":1.5}},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":495167189270936,"gmtCreate":1761898580334,"gmtModify":1761898581986,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/FUT/NKmain\">$SGX日经主连 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&nbsp;</a>‌准备看鲍威尔的口型行事！","text":"‌$纳斯达克(.IXIC)$ ‌准备看鲍威尔的口型行事！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494510336443128","isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494194559910704,"gmtCreate":1761679767999,"gmtModify":1761679770230,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"themes":[],"htmlText":"这个消息值得涨五六个点？","listText":"这个消息值得涨五六个点？","text":"这个消息值得涨五六个点？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494194559910704","repostId":"1164871007","repostType":2,"repost":{"id":"1164871007","kind":"news","weMediaInfo":{"introduction":"全球快讯第一时间播报","home_visible":1,"media_name":"美股速递","id":"1004306016","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1761679150,"share":"https://www.laohu8.com/m/news/1164871007?lang=&edition=full","pubTime":"2025-10-29 03:19","market":"us","language":"zh","title":"美国能源部与英伟达和甲骨文宣布新合作以建造AI超级计算机","url":"https://stock-news.laohu8.com/highlight/detail?id=1164871007","media":"美股速递","summary":"美国能源部与英伟达和甲骨文宣布新合作以建造AI超级计算机。","content":"<p>美国能源部与英伟达和甲骨文宣布新合作以建造AI超级计算机。</p>","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>美国能源部与英伟达和甲骨文宣布新合作以建造AI超级计算机</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美国能源部与英伟达和甲骨文宣布新合作以建造AI超级计算机\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\">2025-10-29 03:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美国能源部与英伟达和甲骨文宣布新合作以建造AI超级计算机。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc 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我说为啥纳指突然猛拉，原来是达哥暴涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494191188254720","isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494169643787104,"gmtCreate":1761673398598,"gmtModify":1761673400837,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"themes":[],"htmlText":"看好我白宫内幕股神","listText":"看好我白宫内幕股神","text":"看好我白宫内幕股神","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494169643787104","repostId":"1177809319","repostType":4,"repost":{"id":"1177809319","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":1761665586,"share":"https://www.laohu8.com/m/news/1177809319?lang=&edition=full","pubTime":"2025-10-28 23:33","market":"us","language":"zh","title":"诺基亚暴涨21%，英伟达将向诺基亚进行10亿美元股权投资","url":"https://stock-news.laohu8.com/highlight/detail?id=1177809319","media":"老虎资讯综合","summary":"10月28日，据报道，$英伟达(NVDA)$将向$诺基亚(NOK)$进行10亿美元股权投资。","content":"<html><head></head><body><p>10月28日，据报道，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>将向<a href=\"https://laohu8.com/S/NOK\">诺基亚</a>进行10亿美元股权投资，该笔交易将使英伟达持有诺基亚2.9%的股份。</p><p>英伟达将利用自家芯片来加速诺基亚的5G和6G网络软件（开发），并探索在自家人工智能（AI）架构里利用英伟达的数据中心技术。</p><p>诺基亚美国上市股票恢复交易，现涨超21%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cea6a692a57c69a1ccf077061c21637\" title=\"\" tg-width=\"898\" tg-height=\"583\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>诺基亚暴涨21%，英伟达将向诺基亚进行10亿美元股权投资</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{ 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23:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月28日，据报道，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>将向<a href=\"https://laohu8.com/S/NOK\">诺基亚</a>进行10亿美元股权投资，该笔交易将使英伟达持有诺基亚2.9%的股份。</p><p>英伟达将利用自家芯片来加速诺基亚的5G和6G网络软件（开发），并探索在自家人工智能（AI）架构里利用英伟达的数据中心技术。</p><p>诺基亚美国上市股票恢复交易，现涨超21%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cea6a692a57c69a1ccf077061c21637\" title=\"\" tg-width=\"898\" tg-height=\"583\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9bc0118e35c2c3a2c9e015f33f2d4de8","relate_stocks":{"BK4608":"AI应用概念股","BK5071":"通信设备","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","NVDA":"英伟达","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","BK4543":"AI","BK4527":"明星科技股","BK4020":"通信设备","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","BK4585":"ETF&股票定投概念","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","BK4587":"ChatGPT概念","BK4547":"WSB热门概念","NOK":"诺基亚","BK4612":"AI芯片","BK4592":"伊斯兰概念","BK4579":"人工智能","BK4549":"软银资本持仓","BK4614":"Manus概念股","BK4550":"红杉资本持仓","BK4588":"碎股","BK4605":"半导体精选","BK4548":"巴美列捷福持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177809319","content_text":"10月28日，据报道，英伟达将向诺基亚进行10亿美元股权投资，该笔交易将使英伟达持有诺基亚2.9%的股份。英伟达将利用自家芯片来加速诺基亚的5G和6G网络软件（开发），并探索在自家人工智能（AI）架构里利用英伟达的数据中心技术。诺基亚美国上市股票恢复交易，现涨超21%。","news_type":1,"symbols_score_info":{"NOK":1.1,"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492726532100216,"gmtCreate":1761315637090,"gmtModify":1761315638951,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"themes":[],"htmlText":"‌<a 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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>内容被删除</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; 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04:24","market":"us","language":"zh","title":"英伟达Q2数据中心收入不及市场预期，本季度营收指引不够亮眼","url":"https://stock-news.laohu8.com/highlight/detail?id=1133420689","media":"老虎资讯综合","summary":"8月28日，$英伟达(NVDA)$发布2026财年第二季度业绩。财报显示，第二季度营收467亿美元，同比增长56%，市场预期462.3亿美元；数据中心收入411亿美元，同比增长56%，市场预期412.9亿美元；预计第三季度营收540亿美元+/-2%，市场预期534.6亿美元。财报发布后，英伟达盘后直线下挫，截至发稿跌超4%。","content":"<html><head></head><body><p>8月28日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发布2026财年第二季度业绩。财报显示，第二季度营收467.43亿美元，同比增长56%，市场预期462.31亿美元；调整后净利润257.83亿美元，同比增长52%，市场预期249.2亿美元；调整后每股收益1.05美元，同比增长54%，市场预期1.01美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab4efa4747ec5fdc3a2ec3f8584aecb4\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1e369acefdf833ef8eb3133d112a777\" title=\"\" tg-width=\"981\" tg-height=\"738\"/></p><h2 id=\"id_1276209809\">分业务来看：</h2><ul style=\"\"><li><p>第二季度数据中心收入410.96亿美元，同比增长56%，市场预期412.93亿美元；</p></li><li><p>第二季度游戏收入为42.87亿美元，同比增长49%，市场预期38.19亿美元；</p></li><li><p>第二季度专业可视化收入为6.01亿美元，同比增长32%，市场预期5.32亿美元；</p></li><li><p>第二季度汽车业务收入为5.86亿美元，同比增长69%，市场预期5.93亿美元。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b60c1a01c2971df0a59aaf378fbe5a0\" title=\"\" tg-width=\"975\" tg-height=\"351\"/></p><h2 id=\"id_1982623649\">第三季度业绩展望：</h2><ul style=\"\"><li><p>预计营收为540亿美元，上下浮动2%；该公司在展望中未考虑任何H20对华出口；</p></li><li><p>预计GAAP和非GAAP毛利率分别为73.3%和73.5%，上下浮动50个基点。公司预计今年年底的非GAAP毛利率将保持在70%左右；</p></li><li><p>预计GAAP和非GAAP运营费用分别约为59亿美元和42亿美元。预计2026财年全年运营费用增长率将达到30%以上；</p></li><li><p>预计GAAP和非GAAP其他收入和支出约为5亿美元的收入，不包括非流通股本证券和公开持有的股权证券的损益；</p></li><li><p>预计GAAP和非GAAP税率为16.5%，上下浮动1%，不包括任何单项项目。</p></li></ul><p>财报发布后，英伟达盘后直线下挫，截至发稿跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28cde0ce9036f3f141b299722a7ac360\" title=\"\" tg-width=\"834\" tg-height=\"834\"/></p><p>公司表示，第二季度没有向中国销售H20芯片。英伟达受益于此前释放的1.8亿美元H20库存，这得益于此前向中国境外客户无限制销售约6.5亿美元的H20芯片。</p><p>本季度，GAAP和非GAAP毛利率分别为72.4%和72.7%。若不计入1.8亿美元释放，本季度非GAAP毛利率应为72.3%。</p><p>本季度，GAAP和非GAAP稀释每股收益分别为1.08美元和1.05美元。若不计1.8亿美元释放及相关税费影响，本季度非GAAP稀释每股收益为1.04美元。</p><p>英伟达创始人兼首席执行官黄仁勋表示：“Blackwell是全世界翘首以盼的AI平台，它实现了非凡的跨越式发展——Blackwell Ultra 的产量正在全速提升，市场需求也异常旺盛。NVIDIA NVLink机架级计算技术具有革命性，它的到来恰逢推理AI模型推动训练和推理性能数量级提升的时代。AI竞赛已拉开帷幕，而Blackwell正是这场竞赛的核心平台。”</p><p>2026财年上半年，英伟达以股票回购和现金股息的形式向股东返还了243亿美元。截至第二季度末，公司剩余的股票回购授权金额为147亿美元。2025年8月26日，董事会批准公司额外增加600亿美元的股票回购授权，且该授权金额无有效期。</p><p>公司将于2025年10月2日向2025年9月11日登记在册的所有股东支付下一季度现金股息，每股0.01美元。</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>英伟达Q2数据中心收入不及市场预期，本季度营收指引不够亮眼</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英伟达Q2数据中心收入不及市场预期，本季度营收指引不够亮眼\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-08-28 04:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月28日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发布2026财年第二季度业绩。财报显示，第二季度营收467.43亿美元，同比增长56%，市场预期462.31亿美元；调整后净利润257.83亿美元，同比增长52%，市场预期249.2亿美元；调整后每股收益1.05美元，同比增长54%，市场预期1.01美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab4efa4747ec5fdc3a2ec3f8584aecb4\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1e369acefdf833ef8eb3133d112a777\" title=\"\" tg-width=\"981\" tg-height=\"738\"/></p><h2 id=\"id_1276209809\">分业务来看：</h2><ul style=\"\"><li><p>第二季度数据中心收入410.96亿美元，同比增长56%，市场预期412.93亿美元；</p></li><li><p>第二季度游戏收入为42.87亿美元，同比增长49%，市场预期38.19亿美元；</p></li><li><p>第二季度专业可视化收入为6.01亿美元，同比增长32%，市场预期5.32亿美元；</p></li><li><p>第二季度汽车业务收入为5.86亿美元，同比增长69%，市场预期5.93亿美元。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b60c1a01c2971df0a59aaf378fbe5a0\" title=\"\" tg-width=\"975\" tg-height=\"351\"/></p><h2 id=\"id_1982623649\">第三季度业绩展望：</h2><ul style=\"\"><li><p>预计营收为540亿美元，上下浮动2%；该公司在展望中未考虑任何H20对华出口；</p></li><li><p>预计GAAP和非GAAP毛利率分别为73.3%和73.5%，上下浮动50个基点。公司预计今年年底的非GAAP毛利率将保持在70%左右；</p></li><li><p>预计GAAP和非GAAP运营费用分别约为59亿美元和42亿美元。预计2026财年全年运营费用增长率将达到30%以上；</p></li><li><p>预计GAAP和非GAAP其他收入和支出约为5亿美元的收入，不包括非流通股本证券和公开持有的股权证券的损益；</p></li><li><p>预计GAAP和非GAAP税率为16.5%，上下浮动1%，不包括任何单项项目。</p></li></ul><p>财报发布后，英伟达盘后直线下挫，截至发稿跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28cde0ce9036f3f141b299722a7ac360\" title=\"\" tg-width=\"834\" tg-height=\"834\"/></p><p>公司表示，第二季度没有向中国销售H20芯片。英伟达受益于此前释放的1.8亿美元H20库存，这得益于此前向中国境外客户无限制销售约6.5亿美元的H20芯片。</p><p>本季度，GAAP和非GAAP毛利率分别为72.4%和72.7%。若不计入1.8亿美元释放，本季度非GAAP毛利率应为72.3%。</p><p>本季度，GAAP和非GAAP稀释每股收益分别为1.08美元和1.05美元。若不计1.8亿美元释放及相关税费影响，本季度非GAAP稀释每股收益为1.04美元。</p><p>英伟达创始人兼首席执行官黄仁勋表示：“Blackwell是全世界翘首以盼的AI平台，它实现了非凡的跨越式发展——Blackwell Ultra 的产量正在全速提升，市场需求也异常旺盛。NVIDIA NVLink机架级计算技术具有革命性，它的到来恰逢推理AI模型推动训练和推理性能数量级提升的时代。AI竞赛已拉开帷幕，而Blackwell正是这场竞赛的核心平台。”</p><p>2026财年上半年，英伟达以股票回购和现金股息的形式向股东返还了243亿美元。截至第二季度末，公司剩余的股票回购授权金额为147亿美元。2025年8月26日，董事会批准公司额外增加600亿美元的股票回购授权，且该授权金额无有效期。</p><p>公司将于2025年10月2日向2025年9月11日登记在册的所有股东支付下一季度现金股息，每股0.01美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDS":"Tradr 1.5X Short NVDA Daily ETF","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133420689","content_text":"8月28日，英伟达发布2026财年第二季度业绩。财报显示，第二季度营收467.43亿美元，同比增长56%，市场预期462.31亿美元；调整后净利润257.83亿美元，同比增长52%，市场预期249.2亿美元；调整后每股收益1.05美元，同比增长54%，市场预期1.01美元。分业务来看：第二季度数据中心收入410.96亿美元，同比增长56%，市场预期412.93亿美元；第二季度游戏收入为42.87亿美元，同比增长49%，市场预期38.19亿美元；第二季度专业可视化收入为6.01亿美元，同比增长32%，市场预期5.32亿美元；第二季度汽车业务收入为5.86亿美元，同比增长69%，市场预期5.93亿美元。第三季度业绩展望：预计营收为540亿美元，上下浮动2%；该公司在展望中未考虑任何H20对华出口；预计GAAP和非GAAP毛利率分别为73.3%和73.5%，上下浮动50个基点。公司预计今年年底的非GAAP毛利率将保持在70%左右；预计GAAP和非GAAP运营费用分别约为59亿美元和42亿美元。预计2026财年全年运营费用增长率将达到30%以上；预计GAAP和非GAAP其他收入和支出约为5亿美元的收入，不包括非流通股本证券和公开持有的股权证券的损益；预计GAAP和非GAAP税率为16.5%，上下浮动1%，不包括任何单项项目。财报发布后，英伟达盘后直线下挫，截至发稿跌超4%。公司表示，第二季度没有向中国销售H20芯片。英伟达受益于此前释放的1.8亿美元H20库存，这得益于此前向中国境外客户无限制销售约6.5亿美元的H20芯片。本季度，GAAP和非GAAP毛利率分别为72.4%和72.7%。若不计入1.8亿美元释放，本季度非GAAP毛利率应为72.3%。本季度，GAAP和非GAAP稀释每股收益分别为1.08美元和1.05美元。若不计1.8亿美元释放及相关税费影响，本季度非GAAP稀释每股收益为1.04美元。英伟达创始人兼首席执行官黄仁勋表示：“Blackwell是全世界翘首以盼的AI平台，它实现了非凡的跨越式发展——Blackwell Ultra 的产量正在全速提升，市场需求也异常旺盛。NVIDIA NVLink机架级计算技术具有革命性，它的到来恰逢推理AI模型推动训练和推理性能数量级提升的时代。AI竞赛已拉开帷幕，而Blackwell正是这场竞赛的核心平台。”2026财年上半年，英伟达以股票回购和现金股息的形式向股东返还了243亿美元。截至第二季度末，公司剩余的股票回购授权金额为147亿美元。2025年8月26日，董事会批准公司额外增加600亿美元的股票回购授权，且该授权金额无有效期。公司将于2025年10月2日向2025年9月11日登记在册的所有股东支付下一季度现金股息，每股0.01美元。","news_type":1,"symbols_score_info":{"NVDA":1,"NVDS":1.1}},"isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"idStr":"4092177932484180","authorIdStr":"4092177932484180"},"content":"涨太多，看微软高位出货","text":"涨太多，看微软高位出货","html":"涨太多，看微软高位出货"},{"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":6,"crmLevelSwitch":1,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"content":"黄仁勋自己也在出货。","text":"黄仁勋自己也在出货。","html":"黄仁勋自己也在出货。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":260752,"gmtCreate":1536277645784,"gmtModify":1704772637706,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"themes":[],"htmlText":"$京东(JD)$ 【刘强东律师：本周五将结案，不会受到任何指控】刘强东美国律师表示，警方已经建议完结本案，相信本周五就会结案。并称，刘强东不会受到任何指控，而且结案后，所有报告、证词、录音等资料将被公开。（中国经营网）","listText":"$京东(JD)$ 【刘强东律师：本周五将结案，不会受到任何指控】刘强东美国律师表示，警方已经建议完结本案，相信本周五就会结案。并称，刘强东不会受到任何指控，而且结案后，所有报告、证词、录音等资料将被公开。（中国经营网）","text":"$京东(JD)$ 【刘强东律师：本周五将结案，不会受到任何指控】刘强东美国律师表示，警方已经建议完结本案，相信本周五就会结案。并称，刘强东不会受到任何指控，而且结案后，所有报告、证词、录音等资料将被公开。（中国经营网）","images":[{"img":"https://static.tigerbbs.com/26c0709f7f330c91b7c482926af07f1e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/260752","isVote":1,"tweetType":1,"viewCount":4509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":889143166,"gmtCreate":1631118626055,"gmtModify":1631118626055,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"themes":[],"htmlText":"我只担心癌股","listText":"我只担心癌股","text":"我只担心癌股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/889143166","repostId":"2165994363","repostType":2,"repost":{"id":"2165994363","kind":"highlight","pubTimestamp":1631085017,"share":"https://www.laohu8.com/m/news/2165994363?lang=&edition=full","pubTime":"2021-09-08 15:10","market":"hk","language":"zh","title":"美国多个指标报警！","url":"https://stock-news.laohu8.com/highlight/detail?id=2165994363","media":"华尔街见闻","summary":"美国人曾憧憬，这个夏天经济能回归常态，上班族回到办公室，孩子们重返校园，街角的咖啡店再次开业。但一切事与愿违，随着疫情复燃，复苏在8月踩下了急刹车。\n上周五，让人大跌眼镜的非农就业数据带来了最直接的报","content":"<p>美国人曾憧憬，这个夏天经济能回归常态，上班族回到办公室，孩子们重返校园，街角的咖啡店再次开业。但一切事与愿违，随着疫情复燃，复苏在8月踩下了急刹车。</p>\n<p><b>上周五，让人大跌眼镜的非农就业数据带来了最直接的报警信号。</b>美国8月非农就业人口仅增加23.5万人，大幅不及市场预期的73.3万人，低于6月和7月的约100万个，创2021年1月以来最小增幅。</p>\n<p>8月，密歇根大学消费者信心指数也跌至10年来的最低水平，不断蔓延的Delta变种病毒和持续上升的通胀令美国人感到担忧。</p>\n<p>据美国约翰斯·霍普金斯大学发布的数据，截至美国东部时间2021年9月7日下午6点，全美共报告新冠肺炎确诊40238083例，死亡650345例。</p>\n<p><b>过去一周，美国平均每天新增病例超过 161000 例，新增死亡病例高达 1560 例，平均每天住院人数超过 102000 人，仅比去年冬天的峰值略低。</b></p>\n<p><img src=\"https://static.tigerbbs.com/f7c5b880f937edae73659acd8fa2e181\" tg-width=\"731\" tg-height=\"455\" referrerpolicy=\"no-referrer\"></p>\n<p>(图片来源：Worldometers)</p>\n<h2>“不确定性和焦虑感又回来了”</h2>\n<p>疫情复燃之下，美国办公室和学校推迟开放，旅行和演出计划纷纷取消。</p>\n<p><b>从8月份开始，包括<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>在内的大小的公司都放弃了重新开放办公室的计划，一些公司甚至将返回日期推迟到2022年。</b></p>\n<p>官方数据显示，7月中旬，前往夏威夷的游客人数已经恢复至接近疫情前的水平，仅比2019年同期下降了约10%。但从8月开始，速度有所放缓，在8月的最后7天，日均游客抵达数量比2019年下降了34%。</p>\n<p>市场研究公司TOP的数据显示，与7月中旬的疫情高峰相比，8月底的影院客流量下降了一半以上。派拉蒙影业公司推迟了《壮志凌云:特立独行》和《碟中谍7》的上映。</p>\n<p>与此同时，美国许多学校已经关闭或恢复线上授课。</p>\n<p>华尔街日报援引哥伦比亚商学院经济学家Stephan Meier表示，学校重新开学本应是经济的一个重要时刻。大约四分之一的家庭有学龄儿童，可靠的儿童看护可以让许多美国人，尤其是女性重返工作岗位。但目前，Delta变种和缺乏针对12岁以下儿童的疫苗可能会让一些父母不愿离家工作。</p>\n<p><b>Meier称：“我们去年的不确定性和焦虑感又回来了，这种不确定性足以抑制劳动力供应。”</b></p>\n<h2>机构纷纷下调美国经济增长预期</h2>\n<p>经济学家认为，Delta变种病毒不会将美国推回衰退，但失去增长动力可能延长疫情期间失去的数百万就业岗位的复苏，令许多就业市场处于观望状态，并阻碍企业在新的不确定性下投资。</p>\n<p>本周一发布的报告中，<a href=\"https://laohu8.com/S/GS\">高盛</a>将今年的美国GDP预期增速降至5.7%，今年失业率预期从4.1%升至4.2%，这是不到三个月里，高盛第三次下调今年美国GDP预期。</p>\n<p>在本周解释为何下调预期时，高盛经济学家提到几大影响因素，<b>预计由于变种病毒Delta肆虐、政府的财政支持在减弱，加之需求从商品转换到服务，美国消费者可能减少支出，消费形势比之前预期的更严峻：</b></p>\n<blockquote>\n “未来消费强劲增长的阻碍看来多得多：Delta变异病毒已经在施压三季度增长，财政刺激在减少，服务业复苏放缓，这些都将是中期内的负面因素。”\n</blockquote>\n<p>本月初，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>也大幅下调了三季度美国GDP预期，从6.5%猛砍至仅2.9%，四季度GDP预期维持在6.7%。下修三季度GDP预期后，摩根士丹利的美国今年全年GDP增速预期为5.6%，比高盛本周调降后的全年预期增速还低。</p>\n<p>摩根士丹利当时称，<b>调降预期主要由于经济增长的动力已提前释放，政府刺激性支出对经济的推动减少，加之供应链瓶颈持续拖累经济，汽车等大件耐用品的消费者支出由此减少。</b></p>\n<h2>美股两连跌，更大的考验在后面</h2>\n<p>周二，道指跌超200点，创8月19日以来收盘新低以及8月18日以来最大收盘跌幅。标普收跌0.34%，报4520.03点，创8月27日以来新低。</p>\n<p>这是上周五远逊预期的非农就业报告公布后，道指、标普连续两日收跌。即使是包括周一在内的三日长周末也没能缓和美股多数板块的跌势，美股和美债价格盘中齐跌，国债收益率上行，基准10年期美债收益率刷新7月中旬以来高位。</p>\n<p>分析指出，Delta变种病毒肆虐之下，市场正在重新评估美国经济增长前景，以及其对企业盈利的影响。</p>\n<p><b>随着美国财政刺激措施逐渐退场，美国经济复苏将面临进一步的考验。</b></p>\n<p>本周，超过750万的美国人将失去疫情时期每周300美元的额外失业救济。<b>除了停止疫情补贴外，增税、债务上调等风险因素也给美国经济带来了额外的考验。</b></p>\n<p>华尔街见闻此前提及，尽管美国国会似乎有可能在今年秋季通过一项基础设施法案，但与2020年3月以来推出的多轮刺激计划相比，近期的刺激计划经济影响相对有限。</p>\n<p>美国国会可能会投票决定提高对企业和高收入个人的税收，这将抵消支出带来的提振——这是市场面临的另一个短期风险。</p>\n<p>与此同时，美股今秋还可能受到债务上限上调的影响。美国国会需要在本月晚些时候通过提高债务上限以筹集政府资金，以及一项临时开支法案，以避免华盛顿在10月份关闭。</p>","source":"wallstreetcn_api","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>美国多个指标报警！</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; 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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美国多个指标报警！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-08 15:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3639891><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国人曾憧憬，这个夏天经济能回归常态，上班族回到办公室，孩子们重返校园，街角的咖啡店再次开业。但一切事与愿违，随着疫情复燃，复苏在8月踩下了急刹车。\n上周五，让人大跌眼镜的非农就业数据带来了最直接的报警信号。美国8月非农就业人口仅增加23.5万人，大幅不及市场预期的73.3万人，低于6月和7月的约100万个，创2021年1月以来最小增幅。\n8月，密歇根大学消费者信心指数也跌至10年来的最低水平，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3639891\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","GLD":"SPDR黄金ETF","DUST":"二倍做空黄金矿业指数ETF-Direxion","GDX":"黄金矿业ETF-VanEck","IAU":"黄金信托ETF(iShares)","NUGT":"二倍做多黄金矿业指数ETF-Direxion"},"source_url":"https://wallstreetcn.com/articles/3639891","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165994363","content_text":"美国人曾憧憬，这个夏天经济能回归常态，上班族回到办公室，孩子们重返校园，街角的咖啡店再次开业。但一切事与愿违，随着疫情复燃，复苏在8月踩下了急刹车。\n上周五，让人大跌眼镜的非农就业数据带来了最直接的报警信号。美国8月非农就业人口仅增加23.5万人，大幅不及市场预期的73.3万人，低于6月和7月的约100万个，创2021年1月以来最小增幅。\n8月，密歇根大学消费者信心指数也跌至10年来的最低水平，不断蔓延的Delta变种病毒和持续上升的通胀令美国人感到担忧。\n据美国约翰斯·霍普金斯大学发布的数据，截至美国东部时间2021年9月7日下午6点，全美共报告新冠肺炎确诊40238083例，死亡650345例。\n过去一周，美国平均每天新增病例超过 161000 例，新增死亡病例高达 1560 例，平均每天住院人数超过 102000 人，仅比去年冬天的峰值略低。\n\n(图片来源：Worldometers)\n“不确定性和焦虑感又回来了”\n疫情复燃之下，美国办公室和学校推迟开放，旅行和演出计划纷纷取消。\n从8月份开始，包括苹果、亚马逊在内的大小的公司都放弃了重新开放办公室的计划，一些公司甚至将返回日期推迟到2022年。\n官方数据显示，7月中旬，前往夏威夷的游客人数已经恢复至接近疫情前的水平，仅比2019年同期下降了约10%。但从8月开始，速度有所放缓，在8月的最后7天，日均游客抵达数量比2019年下降了34%。\n市场研究公司TOP的数据显示，与7月中旬的疫情高峰相比，8月底的影院客流量下降了一半以上。派拉蒙影业公司推迟了《壮志凌云:特立独行》和《碟中谍7》的上映。\n与此同时，美国许多学校已经关闭或恢复线上授课。\n华尔街日报援引哥伦比亚商学院经济学家Stephan Meier表示，学校重新开学本应是经济的一个重要时刻。大约四分之一的家庭有学龄儿童，可靠的儿童看护可以让许多美国人，尤其是女性重返工作岗位。但目前，Delta变种和缺乏针对12岁以下儿童的疫苗可能会让一些父母不愿离家工作。\nMeier称：“我们去年的不确定性和焦虑感又回来了，这种不确定性足以抑制劳动力供应。”\n机构纷纷下调美国经济增长预期\n经济学家认为，Delta变种病毒不会将美国推回衰退，但失去增长动力可能延长疫情期间失去的数百万就业岗位的复苏，令许多就业市场处于观望状态，并阻碍企业在新的不确定性下投资。\n本周一发布的报告中，高盛将今年的美国GDP预期增速降至5.7%，今年失业率预期从4.1%升至4.2%，这是不到三个月里，高盛第三次下调今年美国GDP预期。\n在本周解释为何下调预期时，高盛经济学家提到几大影响因素，预计由于变种病毒Delta肆虐、政府的财政支持在减弱，加之需求从商品转换到服务，美国消费者可能减少支出，消费形势比之前预期的更严峻：\n\n “未来消费强劲增长的阻碍看来多得多：Delta变异病毒已经在施压三季度增长，财政刺激在减少，服务业复苏放缓，这些都将是中期内的负面因素。”\n\n本月初，摩根士丹利也大幅下调了三季度美国GDP预期，从6.5%猛砍至仅2.9%，四季度GDP预期维持在6.7%。下修三季度GDP预期后，摩根士丹利的美国今年全年GDP增速预期为5.6%，比高盛本周调降后的全年预期增速还低。\n摩根士丹利当时称，调降预期主要由于经济增长的动力已提前释放，政府刺激性支出对经济的推动减少，加之供应链瓶颈持续拖累经济，汽车等大件耐用品的消费者支出由此减少。\n美股两连跌，更大的考验在后面\n周二，道指跌超200点，创8月19日以来收盘新低以及8月18日以来最大收盘跌幅。标普收跌0.34%，报4520.03点，创8月27日以来新低。\n这是上周五远逊预期的非农就业报告公布后，道指、标普连续两日收跌。即使是包括周一在内的三日长周末也没能缓和美股多数板块的跌势，美股和美债价格盘中齐跌，国债收益率上行，基准10年期美债收益率刷新7月中旬以来高位。\n分析指出，Delta变种病毒肆虐之下，市场正在重新评估美国经济增长前景，以及其对企业盈利的影响。\n随着美国财政刺激措施逐渐退场，美国经济复苏将面临进一步的考验。\n本周，超过750万的美国人将失去疫情时期每周300美元的额外失业救济。除了停止疫情补贴外，增税、债务上调等风险因素也给美国经济带来了额外的考验。\n华尔街见闻此前提及，尽管美国国会似乎有可能在今年秋季通过一项基础设施法案，但与2020年3月以来推出的多轮刺激计划相比，近期的刺激计划经济影响相对有限。\n美国国会可能会投票决定提高对企业和高收入个人的税收，这将抵消支出带来的提振——这是市场面临的另一个短期风险。\n与此同时，美股今秋还可能受到债务上限上调的影响。美国国会需要在本月晚些时候通过提高债务上限以筹集政府资金，以及一项临时开支法案，以避免华盛顿在10月份关闭。","news_type":1,"symbols_score_info":{"159934":0.9,"518880":0.9,"DUST":0.9,"MGCmain":0.9,"SGCmain":0.9,"SGUmain":0.9,"GDX":0.9,"GLD":0.9,"IAU":0.9,"NUGT":0.9}},"isVote":1,"tweetType":1,"viewCount":3701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":495917626438512,"gmtCreate":1762104587797,"gmtModify":1762104590229,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"themes":[],"title":"","htmlText":"巴菲特是把子弹留给继任者，很明智的选择","listText":"巴菲特是把子弹留给继任者，很明智的选择","text":"巴菲特是把子弹留给继任者，很明智的选择","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/495917626438512","repostId":"2580403511","repostType":2,"repost":{"id":"2580403511","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":1762047943,"share":"https://www.laohu8.com/m/news/2580403511?lang=&edition=full","pubTime":"2025-11-02 09:45","market":"nz","language":"zh","title":"三季度再卖61亿、连续5季度不回购、三年累计卖1840亿美元股票！巴菲特给伯克希尔留下的是：3820亿美元现金","url":"https://stock-news.laohu8.com/highlight/detail?id=2580403511","media":"华尔街见闻","summary":"在95岁巴菲特即将交棒之际，伯克希尔·哈撒韦正以史无前例的谨慎姿态积累“弹药”。集团现金储备飙升至3820亿美元的历史新高，却也让其股价显著跑输大盘。同时，公司连续五个季度未回购、三季度继续抛售，最大抛售股包括苹果、美国运通和美国银行。“在巴菲特看来，目前的机会并不多。”","content":"<html><head></head><body><blockquote><p>在95岁巴菲特即将交棒之际，伯克希尔·哈撒韦正以史无前例的谨慎姿态积累“弹药”。集团现金储备飙升至3820亿美元的历史新高，却也让其股价显著跑输大盘。同时，公司连续五个季度未回购、三季度继续抛售，最大抛售股包括苹果、美国运通和美国银行。“在巴菲特看来，目前的机会并不多。”</p></blockquote><p style=\"text-align: left;\">95岁的巴菲特准备卸任交棒之际，伯克希尔·哈撒韦的现金储备正在创下新历史新高——3820亿美元。</p><p style=\"text-align: left;\">11月1日周六，这家集团公布的最新财报显示，截至三季度集团现金储备达到3817亿美元，比上一季度增加了376亿美元，相当于每天增加4.2亿美元现金，每小时1700万美元现金。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cad22d6fd0ab89f310c1ee321a1c3328\" tg-width=\"791\" tg-height=\"493\"/></p><p style=\"text-align: left;\">而这一数字的背后是公司的持续抛售。<strong>过去三年，伯克希尔已累计净卖出约1840亿美元的股票，仅在第三季度就再度抛售了价值61亿美元的普通股。</strong></p><p style=\"text-align: left;\"><strong>“在巴菲特看来，目前的机会并不多”</strong>，Edward Jones的分析师Jim Shanahan对此评论道。</p><p style=\"text-align: left;\">伯克希尔的最新财报似乎向市场传递了一个信号：在巴菲特眼中，当前市场的卖出机会可能远大于买入。</p><p style=\"text-align: left;\">除了减持股票投资组合，伯克希尔在回购自家股票方面也保持了极大的克制。<strong>自2024年第二季度以来，公司便再未进行过任何回购。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19e93eb76f610d24370e3b661ef991e8\" tg-width=\"815\" tg-height=\"502\"/></p><p style=\"text-align: left;\">这家横跨保险、铁路和公用事业等领域的巨头正以前所未有的谨慎姿态，通过持续抛售股票和暂停回购，积累了巨额“弹药”，为即将到来的“后巴菲特时代”留下了巨大的想象空间和挑战。</p><h2 id=\"id_266432327\" style=\"text-align: left;\">卖出远大于买入</h2><p style=\"text-align: left;\">具体到伯克希尔·哈撒韦的投资活动，在集团2832亿美元的股票投资组合中，其连续第12个季度<strong>卖出的股票数量超过了买入的数量。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7e544fa735fbd4c801491b312e0bd66\" tg-width=\"809\" tg-height=\"519\"/></p><p style=\"text-align: justify;\">最大的抛售股票包括苹果公司、美国运通公司和美国银行。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d76419f6706c5099e53030dbd5bbbc21\" tg-width=\"1024\" tg-height=\"1194\"/></p><p style=\"text-align: left;\">对于伯克希尔·哈撒韦的拥趸来说，这或许令人些许恼火。因为今年早些时候，巴菲特似乎又开始积极寻求收购机会，先是斥资16亿美元收购了联合健康集团的股份，上个月又以97亿美元收购了OxyChem公司。</p><p style=\"text-align: left;\">但这位著名的亿万富翁在第三季度却按兵不动。伯克希尔·哈撒韦公司在该季度抛售了价值61亿美元的股票。 </p><p style=\"text-align: left;\">而自巴菲特在5月份的年度股东大会上宣布将卸任CEO以来，伯克希尔的A类股股价已下跌约12%，而同期标普500指数则上涨了约20%。</p><p style=\"text-align: left;\">持续的抛售和暂停回购“或许可以解释为什么伯克希尔的股价一直显著落后于大盘，目前已回落至去年八月的水平。 ”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6eeb28243455e1c6f70df630cd278540\" tg-width=\"797\" tg-height=\"492\"/></p><p style=\"text-align: left;\"><strong>“我认为这向股东传递了一个非常强有力的信息。如果他们都不回购自己的股票，你又为什么要买呢？”</strong>CFRA Research的分析师Cathy Seifert表示。</p><p style=\"text-align: left;\">尽管投资操作极为谨慎，但伯克希尔旗下业务的基本面依然稳固。财报显示，公司第三季度运营利润同比增长34%，达到135亿美元。这主要得益于其保险业务，过去12个月，公司的保险承保利润增长了两倍，达到24亿美元。</p><h2 id=\"id_3860014488\" style=\"text-align: left;\">“后巴菲特时代”的挑战与机遇</h2><p style=\"text-align: left;\">在过去60年里，巴菲特将伯克希尔·哈撒韦打造发展成为全球最大的投资公司之一。</p><p style=\"text-align: left;\">再过两个月，在今年年底，巴菲特将正式卸任首席执行官，由现年62岁的非保险业务负责人Greg Abel接任。巴菲特将继续担任董事长。Abel即将接手的，是一个拥有近200家子公司和3820亿美元巨额现金的商业帝国。</p><p style=\"text-align: left;\">如何有效部署这笔庞大资金，将是Abel面临的首要挑战。上个月，由Abel主导的一笔交易——以97亿美元现金收购西方石油公司的石化业务，被视为“后巴菲特时代”资本运作的一次预演。</p><p style=\"text-align: left;\">部分长期投资者对此保持乐观。伯克希尔的股东、Semper Augustus Investments的总裁兼首席投资官Chris Bloomstran认为：“Greg完全适合从沃伦手中接过缰绳。”</p><p style=\"text-align: left;\">但也有投资者显得更为急切，Gardner Russo &amp; Quinn的合伙人Tom Russo指出：“不耐烦的投资者迫切希望伯克希尔部署其现金，并已将目光投向别处。”</p><p style=\"text-align: left;\">无论如何，Abel和他的团队都将手握重金，在一个充满不确定性的市场中寻找下一个属于伯克希尔的“大象”。</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>三季度再卖61亿、连续5季度不回购、三年累计卖1840亿美元股票！巴菲特给伯克希尔留下的是：3820亿美元现金</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; 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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三季度再卖61亿、连续5季度不回购、三年累计卖1840亿美元股票！巴菲特给伯克希尔留下的是：3820亿美元现金\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-02 09:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3758486><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在95岁巴菲特即将交棒之际，伯克希尔·哈撒韦正以史无前例的谨慎姿态积累“弹药”。集团现金储备飙升至3820亿美元的历史新高，却也让其股价显著跑输大盘。同时，公司连续五个季度未回购、三季度继续抛售，最大抛售股包括苹果、美国运通和美国银行。“在巴菲特看来，目前的机会并不多。”95岁的巴菲特准备卸任交棒之际，伯克希尔·哈撒韦的现金储备正在创下新历史新高——3820亿美元。11月1日周六，这家集团公布的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3758486\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://wallstreetcn.com/articles/3758486","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2580403511","content_text":"在95岁巴菲特即将交棒之际，伯克希尔·哈撒韦正以史无前例的谨慎姿态积累“弹药”。集团现金储备飙升至3820亿美元的历史新高，却也让其股价显著跑输大盘。同时，公司连续五个季度未回购、三季度继续抛售，最大抛售股包括苹果、美国运通和美国银行。“在巴菲特看来，目前的机会并不多。”95岁的巴菲特准备卸任交棒之际，伯克希尔·哈撒韦的现金储备正在创下新历史新高——3820亿美元。11月1日周六，这家集团公布的最新财报显示，截至三季度集团现金储备达到3817亿美元，比上一季度增加了376亿美元，相当于每天增加4.2亿美元现金，每小时1700万美元现金。而这一数字的背后是公司的持续抛售。过去三年，伯克希尔已累计净卖出约1840亿美元的股票，仅在第三季度就再度抛售了价值61亿美元的普通股。“在巴菲特看来，目前的机会并不多”，Edward Jones的分析师Jim Shanahan对此评论道。伯克希尔的最新财报似乎向市场传递了一个信号：在巴菲特眼中，当前市场的卖出机会可能远大于买入。除了减持股票投资组合，伯克希尔在回购自家股票方面也保持了极大的克制。自2024年第二季度以来，公司便再未进行过任何回购。这家横跨保险、铁路和公用事业等领域的巨头正以前所未有的谨慎姿态，通过持续抛售股票和暂停回购，积累了巨额“弹药”，为即将到来的“后巴菲特时代”留下了巨大的想象空间和挑战。卖出远大于买入具体到伯克希尔·哈撒韦的投资活动，在集团2832亿美元的股票投资组合中，其连续第12个季度卖出的股票数量超过了买入的数量。最大的抛售股票包括苹果公司、美国运通公司和美国银行。对于伯克希尔·哈撒韦的拥趸来说，这或许令人些许恼火。因为今年早些时候，巴菲特似乎又开始积极寻求收购机会，先是斥资16亿美元收购了联合健康集团的股份，上个月又以97亿美元收购了OxyChem公司。但这位著名的亿万富翁在第三季度却按兵不动。伯克希尔·哈撒韦公司在该季度抛售了价值61亿美元的股票。 而自巴菲特在5月份的年度股东大会上宣布将卸任CEO以来，伯克希尔的A类股股价已下跌约12%，而同期标普500指数则上涨了约20%。持续的抛售和暂停回购“或许可以解释为什么伯克希尔的股价一直显著落后于大盘，目前已回落至去年八月的水平。 ”“我认为这向股东传递了一个非常强有力的信息。如果他们都不回购自己的股票，你又为什么要买呢？”CFRA Research的分析师Cathy Seifert表示。尽管投资操作极为谨慎，但伯克希尔旗下业务的基本面依然稳固。财报显示，公司第三季度运营利润同比增长34%，达到135亿美元。这主要得益于其保险业务，过去12个月，公司的保险承保利润增长了两倍，达到24亿美元。“后巴菲特时代”的挑战与机遇在过去60年里，巴菲特将伯克希尔·哈撒韦打造发展成为全球最大的投资公司之一。再过两个月，在今年年底，巴菲特将正式卸任首席执行官，由现年62岁的非保险业务负责人Greg 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国会山股神钦点牛股！🐂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469036560650408","isVote":1,"tweetType":1,"viewCount":1275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":991922191,"gmtCreate":1564494153613,"gmtModify":1704707216590,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>感觉像是庄家开盘诱空…","listText":"<a 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23:25","market":"fut","language":"zh","title":"甲骨文两日累跌超10% 市场担忧其过度依赖OpenAI","url":"https://stock-news.laohu8.com/highlight/detail?id=2566190832","media":"格隆汇","summary":"甲骨文股价继续回调，跌幅扩大至5%，上一交易日收跌6%，近两个交易日累计跌超10%。市场担忧其未来增长过度集中于单一客户OpenAI。Wedbush Securities分析师Gil Luria在周四","content":"<html><body><p>甲骨文股价继续回调，跌幅扩大至5%，上一交易日收跌6%，近两个交易日累计跌超10%。市场担忧其未来增长过度集中于单一客户OpenAI。Wedbush Securities分析师Gil Luria在周四发布的客户报告中直言：“我们对甲骨文积压订单的乐观态度，被其几乎完全来自OpenAI的消息严重削弱。”他对甲骨文股票维持“中性”，并提醒投资者关注客户集中度风险。</p></body></html>","source":"live_gelonghui","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>甲骨文两日累跌超10% 市场担忧其过度依赖OpenAI</title>\n<style 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猎豹的小豹机器人跟华硕小布机器人设计理念相似，连视觉创意都没换，直接copy.....无敌了🤣","images":[{"img":"https://static.laohu8.com/20b0c737bf442403c7bc5e108e917944"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/169924","isVote":1,"tweetType":1,"viewCount":4213,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"49717969817099","authorId":"49717969817099","name":"墨菲A定律","avatar":"https://static.laohu8.com/2734ed6444c70dd7e5280b79e9583622","crmLevel":1,"crmLevelSwitch":0,"idStr":"49717969817099","authorIdStr":"49717969817099"},"content":"孩子最需要父母的陪伴，我们找客服，如果是机器人客服和人工客服，你会选哪个，我们已经很孤独了。","text":"孩子最需要父母的陪伴，我们找客服，如果是机器人客服和人工客服，你会选哪个，我们已经很孤独了。","html":"孩子最需要父母的陪伴，我们找客服，如果是机器人客服和人工客服，你会选哪个，我们已经很孤独了。"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":491321233793784,"gmtCreate":1760972315748,"gmtModify":1760972317554,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"themes":[],"htmlText":"‌<a 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‌果子终于历史新高了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491321233793784","isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":483882581446752,"gmtCreate":1759164024038,"gmtModify":1759164026308,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"themes":[],"htmlText":"不发布经济数据就没有风险是吧","listText":"不发布经济数据就没有风险是吧","text":"不发布经济数据就没有风险是吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/483882581446752","repostId":"1129931901","repostType":4,"repost":{"id":"1129931901","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":1759159439,"share":"https://www.laohu8.com/m/news/1129931901?lang=&edition=full","pubTime":"2025-09-29 23:23","market":"us","language":"zh","title":"美国劳工统计局：政府停摆期间不发布经济数据","url":"https://stock-news.laohu8.com/highlight/detail?id=1129931901","media":"老虎资讯综合","summary":"美国劳工统计局发布政府停摆应急计划，将在政府停摆期间暂停所有运营，不发布经济数据","content":"<html><head></head><body><p>9月29日（周一），美股盘中三大股指冲高回落，道指现跌0.12%，纳指涨0.57%，标普500指数涨0.29%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e62c3c95f878324d0ba7c0b2be56ae00\" title=\"\" tg-width=\"935\" tg-height=\"311\"/></p><p>消息方面：</p><p>美国劳工统计局刚刚发布政府停摆应急计划，将在政府停摆期间暂停所有运营，不发布经济数据。</p><p>目前，美国国会议员正倾向于迫使联邦政府停摆，这可能使政策制定者、商界领袖和投资者无法获得评估美国经济状况所需的关键数据。</p><p>桑坦德美国资本市场首席经济学家斯蒂芬•斯坦利表示，美联储下一次会议将于10月28日至29日举行，如果没有最新的政府数据，就很难证明再次降息是合理的。</p><p>一些官员已经对此持谨慎态度，希望看到更多数据。美国商会首席政策官尼尔•布拉德利表示，政府关门不会将美国经济推入衰退，但它将付出代价，并增加企业和商界领袖已经在应对的不确定性。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8a45fe4416c0a3936005b2dad1862e6\" tg-width=\"588\" tg-height=\"398\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国劳工统计局：政府停摆期间不发布经济数据</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; 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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美国劳工统计局：政府停摆期间不发布经济数据\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\">2025-09-29 23:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月29日（周一），美股盘中三大股指冲高回落，道指现跌0.12%，纳指涨0.57%，标普500指数涨0.29%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e62c3c95f878324d0ba7c0b2be56ae00\" title=\"\" tg-width=\"935\" tg-height=\"311\"/></p><p>消息方面：</p><p>美国劳工统计局刚刚发布政府停摆应急计划，将在政府停摆期间暂停所有运营，不发布经济数据。</p><p>目前，美国国会议员正倾向于迫使联邦政府停摆，这可能使政策制定者、商界领袖和投资者无法获得评估美国经济状况所需的关键数据。</p><p>桑坦德美国资本市场首席经济学家斯蒂芬•斯坦利表示，美联储下一次会议将于10月28日至29日举行，如果没有最新的政府数据，就很难证明再次降息是合理的。</p><p>一些官员已经对此持谨慎态度，希望看到更多数据。美国商会首席政策官尼尔•布拉德利表示，政府关门不会将美国经济推入衰退，但它将付出代价，并增加企业和商界领袖已经在应对的不确定性。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8a45fe4416c0a3936005b2dad1862e6\" tg-width=\"588\" tg-height=\"398\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/57ad66c83796c50731ef69a802b644e7","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129931901","content_text":"9月29日（周一），美股盘中三大股指冲高回落，道指现跌0.12%，纳指涨0.57%，标普500指数涨0.29%。消息方面：美国劳工统计局刚刚发布政府停摆应急计划，将在政府停摆期间暂停所有运营，不发布经济数据。目前，美国国会议员正倾向于迫使联邦政府停摆，这可能使政策制定者、商界领袖和投资者无法获得评估美国经济状况所需的关键数据。桑坦德美国资本市场首席经济学家斯蒂芬•斯坦利表示，美联储下一次会议将于10月28日至29日举行，如果没有最新的政府数据，就很难证明再次降息是合理的。一些官员已经对此持谨慎态度，希望看到更多数据。美国商会首席政策官尼尔•布拉德利表示，政府关门不会将美国经济推入衰退，但它将付出代价，并增加企业和商界领袖已经在应对的不确定性。","news_type":1,"symbols_score_info":{".DJI":1.1,".IXIC":1.1,".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":463131079233880,"gmtCreate":1754074886535,"gmtModify":1754074919409,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FIG\">$Figma(FIG)$</a> 主力撤了，废了。对标<a href=\"https://laohu8.com/S/ADBE\">$Adobe(ADBE)$&nbsp;</a> 还差不多，600多亿太离谱了","listText":"<a href=\"https://laohu8.com/S/FIG\">$Figma(FIG)$</a> 主力撤了，废了。对标<a href=\"https://laohu8.com/S/ADBE\">$Adobe(ADBE)$&nbsp;</a> 还差不多，600多亿太离谱了","text":"$Figma(FIG)$ 主力撤了，废了。对标$Adobe(ADBE)$ 还差不多，600多亿太离谱了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/463131079233880","isVote":1,"tweetType":1,"viewCount":1577,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494122941478477","authorId":"3494122941478477","name":"高家二少","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3494122941478477","authorIdStr":"3494122941478477"},"content":"这个东西是他妈能对标的吗………………","text":"这个东西是他妈能对标的吗………………","html":"这个东西是他妈能对标的吗………………"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}