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跟着队长一起走

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跟着队长一起走

08-25

意思就是有人主导这次上涨

中信证券：此轮行情并不是散户市

跟着队长一起走

07-03

莫不是有后门，想摄取最新芯片设计？

美政府取消对华EDA出口限制，三大芯片软件商恢复对华供货

跟着队长一起走

05-11

可插拔拓展的内存条！想要多大就插多少！66666

美对华芯片出口限制新消息！英伟达：已通知中国客户

跟着队长一起走

05-08

$苹果(AAPL)$ 什么时候Safari能支持收藏夹搜索功能啊！

跟着队长一起走

04-17

当初1000的时候投了不少，可惜一直跌，后来平仓了。这么多年过去没赶碰过。早知道多持有几年……

赤峰黄金盘初涨超12%！该股自上市以来累计涨幅超150%

跟着队长一起走

04-11

明天在街上见一辆砸一辆

抱歉，原内容已删除

跟着队长一起走

04-04

$苹果(AAPL)$ 苹果手机预计涨价30%，国产手机将一统江湖！机会来了！

跟着队长一起走

2024-11-01

神一样的存在

比亚迪股份：10月新能源车销量502657辆

跟着队长一起走

2024-10-23

很期待SE4

全新 iPad mini 体验：性能是最大亮点，还有一个肉眼可见更新

跟着队长一起走

2024-10-22

领优惠券的规则太诡异！

天猫“双11”品牌商品爆发！开卖四小时174个品牌成交破亿

跟着队长一起走

2024-10-10

讲解的很详细

抱歉，原内容已删除

跟着队长一起走

2024-10-08

$恒生指数(HSI)$ 外资发挥了超能力！

去老虎APP查看更多动态

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justify;\">上交所数据显示，2025年7月A股新开户196.36万户，同比增长71%，环比增长19%，不过依然显著低于去年10月和2015年的极端情况。对中信证券渠道调研显示，在实业投资机会相对稀缺的当下，部分在传统行业已经积累了相当财富的高净值个人投资者的目光投向了权益市场，寻求布局难以直接投资的战略新兴行业。</p><p style=\"text-align: justify;\">这一批高净值人士入市的目的，更偏向利用资本市场从传统行业向新兴行业和各传统行业龙头转移。企业层面也有从实业投资转向利用资本市场投资的案例。</p><p style=\"text-align: justify;\">8月22日晚江苏国泰公告称，拟使用不超过120亿元委托理财、不超过18.3亿元进行证券投资，二者合计超过138亿元。</p><p style=\"text-align: justify;\">此外，公司同日公布的半年报提及因外部客观条件及行业环境变化，其下属公司拟终止投资建设年产40万吨的锂离子电池电解液项目。</p><p style=\"text-align: justify;\">上市公司缺乏优质实业投资机会而转向证券投资的案例并不罕见，据我们不完全统计，今年以来已有至少60家上市公司公告拟使用自有闲置资金进行证券投资，其中8家公司拟证券投资金额超10亿元。</p><p style=\"text-align: justify;\"><strong>2）面向高净值客户的私募产品热度也远高于公募产品。</strong></p><p style=\"text-align: justify;\">在6月浮动费率产品集中上市后，7月主动公募新发规模显著回落至97亿元，8月截至22日，主动公募新发规模为110亿元。</p><p style=\"text-align: justify;\">根据对中信证券渠道调研，近期随着行情走强，样本公募净赎回率明显上升，本周净申赎率达到-0.94%，超过2024年以来的平均水平（-0.65%）。与公募产品相比，私募产品无论是量化还是主观多头，热度均处于高位。7月私募备案规模为793亿元，环比上升164%，同比上升407%，回到2020~2021年高位水平，而且平均备案规模远超当时。</p><p style=\"text-align: justify;\">对中信证券渠道调研数据显示，样本私募仓位7月以来持续保持在80%以上的高位，8月15日最新仓位为84.1%，充分参与了本轮行情。</p><h2 id=\"id_1143225454\">事实上本轮行情从起步到加速核心线索都是围绕产业趋势和业绩</h2><p style=\"text-align: justify;\">美国“对等关税”落地后，与中美摩擦关联度较小、一季报业绩亮眼的板块率先开始上涨，比如游戏和港股保险。</p><p style=\"text-align: justify;\">游戏ETF今年4月9日以来（截至8月22日，下同）的累计涨幅为47.9%，港股通非银ETF今年4月9日以来的累计涨幅为61.4%。进入5月下半月，港股创新药板块和北美AI产业链开始进入上涨趋势。</p><p style=\"text-align: justify;\">创新药板块上涨的主要逻辑是中国药企的License-out交易金额大幅扩张，管线出海的产业趋势得到充分的认可和重估；北美算力链的逻辑始于5月21日谷歌I/O大会，逐步改变了市场对于推理算力需求的认知以及对未来算力基础设施的需求预测。</p><p style=\"text-align: justify;\">恒生创新药ETF今年5月16日以来的累计涨幅为67.0%，5G通信ETF（聚焦在光模块和服务器）今年5月28日以来的累计涨幅为68.0%。</p><p style=\"text-align: justify;\">6月初，有色金属板块开启上行通道，上涨品种大多受益于涨价带来的业绩弹性。6月下旬“反内卷”和军工为代表的主题性机会持续强势。7月下旬以来，科创芯片表现亮眼，与头部企业盈利兑现及国产替代升温有关。</p><p style=\"text-align: justify;\"><strong>仔细复盘可以发现，此轮行情除了以上这些强产业趋势或业绩推动的行业，大部分行业及个股涨幅并不明显，因此我们认为这一轮行情并非纯粹资金推动的普涨，这也是为什么不少投资者只有在8月行情加速以来对牛市的体感才比较明显（市场整体赚钱效应开始加强）。</strong></p><h2 id=\"id_1122644515\">既然都是聪明的钱入场为主就不能执迷于类比过往行情走势</h2><p style=\"text-align: justify;\"><strong>1）本轮行情增量流动性的结构既不像2015年，也不像2021年。</strong></p><p style=\"text-align: justify;\">与此前两轮行情不同的是，本轮行情的增量资金主要是中高净值客群或企业客群的“聪明的钱”，他们通过量化、主观多头私募等专业化的机构或产品入场，即便是自发入场，不少客群也愿意付费去获取研究资源。这就意味着，<strong>本轮行情中，增量流动性和市场热度的结构既不像2015年、也不像2021年</strong>。</p><p style=\"text-align: justify;\">事实上，无论是2014~2015年还是2020~2021年，散户入场通常也会伴随着权益型公募发行或申购规模的剧烈扩张。</p><p style=\"text-align: justify;\">根据中国证券投资基金业协会的数据，2015年二季度，开放式股票型和混合型公募基金的份额分别环比Q1增加了17.8%和171.1%，而在三季度随着股市回落，基金份额环比Q2减少了54.3%和23.6%。2020~2021年A股的核心资产牛市行情中，大量中产阶层通过主动权益类公募产品入市，截至2021年底，开放式股票型和混合型公募基金的份额相较2020年初分别增加了71.7%和37.4%。</p><p style=\"text-align: justify;\">这一轮行情显然没有类似特征。即便是ETF，今年5月以来ETF累计净赎回1710亿元，如果只考虑散户参与度较高的行业和主题型ETF，累计净申购也只有267亿元。</p><p style=\"text-align: justify;\"><strong>2）目前全市场结算资金占流通市值的比例尚在合理区间，赚钱效应仍在持续积累。</strong></p><p style=\"text-align: justify;\">根据对中信证券渠道调研的情况，我们估算目前全市场结算资金（证券账户里面的现金，其增加和减少只能通过银证转账和买卖股票实现）占流通市值的比例约为8.07%，2014~2015年市场上行阶段该指标基本稳定在8~10%之间，当前的读数尚在合理区间。</p><p style=\"text-align: justify;\">此外，去年10月初大量散户涌入市场时该指标的读数约为9.37%，也明显高于当前水平。</p><p style=\"text-align: justify;\">除此之外，我们构造的“赚钱效应”指标本周读数为2531亿元，在最近的7周中，有6周的赚钱效应为正，且最近2周的绝对水平均与4月11日当周的水平相当（当时“对等关税”落地后国家队积极稳定市场），全市场赚钱效应的积累过程仍在持续。</p><h2 id=\"id_2163235595\">随着2020~2021年发行的产品整体步入盈亏平衡区域市场会有个新旧资金接力的过程</h2><p style=\"text-align: justify;\">2020-2021年间发行的主动公募产品在2021年末的总规模为2.21万亿元，随后持续下滑，在2024年二季度下降至1.07万亿元后稳定在1万亿元左右，截至今年8月22日总规模为1.04万亿元。从加权净值角度来看，这些产品的加权净值从2022年二季度的1.02元/份回落到2024年二季度的0.73元/份后稳步回升，随后收益的积累与持有人的申赎大致处于平衡状态，因此整体规模波动较小。</p><p style=\"text-align: justify;\"><strong>截至8月22日，2020~2021年发行的主动型公募加权净值回升至0.96元/份，</strong>已接近盈亏平衡点，可能会面临前一轮被套牢的持有人的集中赎回。不过在整体增量市场下，这种出清并不一定会影响市场，只是会影响行情节奏和结构。这一批公募基金的持仓集中在腾讯、宁德、小米、中芯国际（H）等核心资产，前十大重仓当中港股占了6个，这可能也是导致近期港股权重表现相对A股较弱的因素。</p><h2 id=\"id_1099362054\">未来行情的延续需要的是新的配置线索而不是拘泥于“钱多”和流动性</h2><p style=\"text-align: justify;\">由于实业的赚钱机会愈发向拥有核心壁垒的龙头或新兴产业趋势聚集，对于早先在传统行业已完成资本原始积累的部分群体而言，当前权益资产几乎是除了低收益债以外唯一的去处。</p><p style=\"text-align: justify;\">我们认为，这部分增量资金大概率拥有两大特征：一是具备一定长期视野，能接受一定价格波动；二是并不一味追随市场舆论，而是依靠专业化机构撬动相对确定性的收益。</p><p style=\"text-align: justify;\"><strong>这也意味着当前行情一次性加速后走完、亦或是全面普涨扩散的概率并不太高，更可能是聚焦传统产业、有核心壁垒、可以开始持续兑现盈利的公司，以及高景气的新兴产业趋势。</strong></p><p style=\"text-align: justify;\">对于后者，阶段性透支远期收益后可能存在一个休整的过程，而后需要等待新的投资线索出现，或等待隐含回报重新提升至可观水平。</p><p style=\"text-align: justify;\">我们重点关注的通信、资源、创新药、游戏和军工，驱动逻辑都已被市场充分认知、甚至充分定价，并不存在明显的预期差，当然，估值上也并没有明显泡沫化，对机构而言依然存在配置价值。9月消费电子行业有非常多的重磅发布会和产品催化，可能存在一些主题性机会。未来另一条可能的中长期线索是“反内卷+出海”，相关品种集中在资源品以及化工的一些子行业。这些是我们未来会重点关注的方向。</p><h2 id=\"id_4047589471\">继续聚焦资源、创新药、游戏和军工  开始关注化工和消费电子  逐步增配一些“反内卷+出海”品种</h2><p style=\"text-align: justify;\">我们依然建议聚焦在有真实利润兑现或者强产业趋势的行业，重点关注的仍然是<strong>资源</strong>、<strong>创新药</strong>、<strong>游戏</strong>和<strong>军工</strong>，如果用ETF去表达，上述行业对应的是<strong>有色ETF</strong>和<strong>稀有金属ETF</strong>（聚焦稀土和能源金属）、<strong>恒生创新药ETF</strong>（聚焦在大的制药公司而非小盘股炒作）、<strong>游戏ETF</strong>和<strong>军工龙头ETF</strong>。</p><p style=\"text-align: justify;\">中长期视角，我们重点提示关注供给在内，需求增长在外，中国已经或有希望有持续定价能力的行业，从短期的利润兑现度的角度来看，我们建议关注<strong>稀土、钴、磷化工、农药、氟化工、光伏逆变器</strong>等方向，如果用ETF去表达，可以考虑<strong>化工ETF</strong>。</p><p style=\"text-align: justify;\">此外，9月份有密集的消费电子产品发布会，并且中国的AI应用有很大概率要靠C端用户和端侧设备去带动（而不是北美企业服务市场基于token使用的高额付费），我们也提示关注<strong>消费电子</strong>的相关机会。</p><p style=\"text-align: justify;\"><strong>风险因素</strong></p><p style=\"text-align: justify;\">中美科技、贸易、金融领域摩擦加剧；国内政策力度、实施效果或经济复苏不及预期；海内外宏观流动性超预期收紧；俄乌、中东地区冲突进一步升级；我国房地产库存消化不及预期。</p></body></html>","source":"zxzqyj","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>中信证券：此轮行情并不是散户市</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中信证券：此轮行情并不是散户市\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-24 16:42 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/w_OhSztP4j_s3b7cys-2AA><strong>中信证券研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中信证券认为，本轮行情持续到现在主要的发起者和推动者并非散户；从起步到加速，核心线索都是围绕产业趋势和业绩。随着2020~2021年发行的产品整体步入盈亏平衡区域，市场会有个新旧资金接力的过程；未来行情的延续需要的是新的配置线索，而不是拘泥于“钱多”和流动性。配置上，建议继续聚焦资源、创新药、游戏和军工，开始关注化工，逐步增配一些“反内卷+出海”品种，9月消费电子板块也值得关注。从各类资金情况来看...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/w_OhSztP4j_s3b7cys-2AA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb2ed00ac5de2097917e40947bc4a36a","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/w_OhSztP4j_s3b7cys-2AA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125153499","content_text":"中信证券认为，本轮行情持续到现在主要的发起者和推动者并非散户；从起步到加速，核心线索都是围绕产业趋势和业绩。随着2020~2021年发行的产品整体步入盈亏平衡区域，市场会有个新旧资金接力的过程；未来行情的延续需要的是新的配置线索，而不是拘泥于“钱多”和流动性。配置上，建议继续聚焦资源、创新药、游戏和军工，开始关注化工，逐步增配一些“反内卷+出海”品种，9月消费电子板块也值得关注。从各类资金情况来看，此轮行情持续到现在主要的发起者和推动者并非散户；事实上本轮行情从起步到加速，核心线索都是围绕产业趋势和业绩；既然都是聪明的钱入场占主导地位，就不能执迷于类比过往行情走势。随着2020~2021年发行的产品整体步入盈亏平衡区域，市场会有个新旧资金接力的过程；未来行情的延续需要的是新的配置线索，而不是拘泥于“钱多”和流动性。配置上，建议继续聚焦资源、创新药、游戏和军工，开始关注化工，逐步增配一些“反内卷+出海”品种，9月消费电子板块也值得关注。从各类资金情况来看，此轮行情持续到现在主要的发起者和推动者并非散户1）此轮行情高净值人群以及企业客户的参与热情明显更高。上交所数据显示，2025年7月A股新开户196.36万户，同比增长71%，环比增长19%，不过依然显著低于去年10月和2015年的极端情况。对中信证券渠道调研显示，在实业投资机会相对稀缺的当下，部分在传统行业已经积累了相当财富的高净值个人投资者的目光投向了权益市场，寻求布局难以直接投资的战略新兴行业。这一批高净值人士入市的目的，更偏向利用资本市场从传统行业向新兴行业和各传统行业龙头转移。企业层面也有从实业投资转向利用资本市场投资的案例。8月22日晚江苏国泰公告称，拟使用不超过120亿元委托理财、不超过18.3亿元进行证券投资，二者合计超过138亿元。此外，公司同日公布的半年报提及因外部客观条件及行业环境变化，其下属公司拟终止投资建设年产40万吨的锂离子电池电解液项目。上市公司缺乏优质实业投资机会而转向证券投资的案例并不罕见，据我们不完全统计，今年以来已有至少60家上市公司公告拟使用自有闲置资金进行证券投资，其中8家公司拟证券投资金额超10亿元。2）面向高净值客户的私募产品热度也远高于公募产品。在6月浮动费率产品集中上市后，7月主动公募新发规模显著回落至97亿元，8月截至22日，主动公募新发规模为110亿元。根据对中信证券渠道调研，近期随着行情走强，样本公募净赎回率明显上升，本周净申赎率达到-0.94%，超过2024年以来的平均水平（-0.65%）。与公募产品相比，私募产品无论是量化还是主观多头，热度均处于高位。7月私募备案规模为793亿元，环比上升164%，同比上升407%，回到2020~2021年高位水平，而且平均备案规模远超当时。对中信证券渠道调研数据显示，样本私募仓位7月以来持续保持在80%以上的高位，8月15日最新仓位为84.1%，充分参与了本轮行情。事实上本轮行情从起步到加速核心线索都是围绕产业趋势和业绩美国“对等关税”落地后，与中美摩擦关联度较小、一季报业绩亮眼的板块率先开始上涨，比如游戏和港股保险。游戏ETF今年4月9日以来（截至8月22日，下同）的累计涨幅为47.9%，港股通非银ETF今年4月9日以来的累计涨幅为61.4%。进入5月下半月，港股创新药板块和北美AI产业链开始进入上涨趋势。创新药板块上涨的主要逻辑是中国药企的License-out交易金额大幅扩张，管线出海的产业趋势得到充分的认可和重估；北美算力链的逻辑始于5月21日谷歌I/O大会，逐步改变了市场对于推理算力需求的认知以及对未来算力基础设施的需求预测。恒生创新药ETF今年5月16日以来的累计涨幅为67.0%，5G通信ETF（聚焦在光模块和服务器）今年5月28日以来的累计涨幅为68.0%。6月初，有色金属板块开启上行通道，上涨品种大多受益于涨价带来的业绩弹性。6月下旬“反内卷”和军工为代表的主题性机会持续强势。7月下旬以来，科创芯片表现亮眼，与头部企业盈利兑现及国产替代升温有关。仔细复盘可以发现，此轮行情除了以上这些强产业趋势或业绩推动的行业，大部分行业及个股涨幅并不明显，因此我们认为这一轮行情并非纯粹资金推动的普涨，这也是为什么不少投资者只有在8月行情加速以来对牛市的体感才比较明显（市场整体赚钱效应开始加强）。既然都是聪明的钱入场为主就不能执迷于类比过往行情走势1）本轮行情增量流动性的结构既不像2015年，也不像2021年。与此前两轮行情不同的是，本轮行情的增量资金主要是中高净值客群或企业客群的“聪明的钱”，他们通过量化、主观多头私募等专业化的机构或产品入场，即便是自发入场，不少客群也愿意付费去获取研究资源。这就意味着，本轮行情中，增量流动性和市场热度的结构既不像2015年、也不像2021年。事实上，无论是2014~2015年还是2020~2021年，散户入场通常也会伴随着权益型公募发行或申购规模的剧烈扩张。根据中国证券投资基金业协会的数据，2015年二季度，开放式股票型和混合型公募基金的份额分别环比Q1增加了17.8%和171.1%，而在三季度随着股市回落，基金份额环比Q2减少了54.3%和23.6%。2020~2021年A股的核心资产牛市行情中，大量中产阶层通过主动权益类公募产品入市，截至2021年底，开放式股票型和混合型公募基金的份额相较2020年初分别增加了71.7%和37.4%。这一轮行情显然没有类似特征。即便是ETF，今年5月以来ETF累计净赎回1710亿元，如果只考虑散户参与度较高的行业和主题型ETF，累计净申购也只有267亿元。2）目前全市场结算资金占流通市值的比例尚在合理区间，赚钱效应仍在持续积累。根据对中信证券渠道调研的情况，我们估算目前全市场结算资金（证券账户里面的现金，其增加和减少只能通过银证转账和买卖股票实现）占流通市值的比例约为8.07%，2014~2015年市场上行阶段该指标基本稳定在8~10%之间，当前的读数尚在合理区间。此外，去年10月初大量散户涌入市场时该指标的读数约为9.37%，也明显高于当前水平。除此之外，我们构造的“赚钱效应”指标本周读数为2531亿元，在最近的7周中，有6周的赚钱效应为正，且最近2周的绝对水平均与4月11日当周的水平相当（当时“对等关税”落地后国家队积极稳定市场），全市场赚钱效应的积累过程仍在持续。随着2020~2021年发行的产品整体步入盈亏平衡区域市场会有个新旧资金接力的过程2020-2021年间发行的主动公募产品在2021年末的总规模为2.21万亿元，随后持续下滑，在2024年二季度下降至1.07万亿元后稳定在1万亿元左右，截至今年8月22日总规模为1.04万亿元。从加权净值角度来看，这些产品的加权净值从2022年二季度的1.02元/份回落到2024年二季度的0.73元/份后稳步回升，随后收益的积累与持有人的申赎大致处于平衡状态，因此整体规模波动较小。截至8月22日，2020~2021年发行的主动型公募加权净值回升至0.96元/份，已接近盈亏平衡点，可能会面临前一轮被套牢的持有人的集中赎回。不过在整体增量市场下，这种出清并不一定会影响市场，只是会影响行情节奏和结构。这一批公募基金的持仓集中在腾讯、宁德、小米、中芯国际（H）等核心资产，前十大重仓当中港股占了6个，这可能也是导致近期港股权重表现相对A股较弱的因素。未来行情的延续需要的是新的配置线索而不是拘泥于“钱多”和流动性由于实业的赚钱机会愈发向拥有核心壁垒的龙头或新兴产业趋势聚集，对于早先在传统行业已完成资本原始积累的部分群体而言，当前权益资产几乎是除了低收益债以外唯一的去处。我们认为，这部分增量资金大概率拥有两大特征：一是具备一定长期视野，能接受一定价格波动；二是并不一味追随市场舆论，而是依靠专业化机构撬动相对确定性的收益。这也意味着当前行情一次性加速后走完、亦或是全面普涨扩散的概率并不太高，更可能是聚焦传统产业、有核心壁垒、可以开始持续兑现盈利的公司，以及高景气的新兴产业趋势。对于后者，阶段性透支远期收益后可能存在一个休整的过程，而后需要等待新的投资线索出现，或等待隐含回报重新提升至可观水平。我们重点关注的通信、资源、创新药、游戏和军工，驱动逻辑都已被市场充分认知、甚至充分定价，并不存在明显的预期差，当然，估值上也并没有明显泡沫化，对机构而言依然存在配置价值。9月消费电子行业有非常多的重磅发布会和产品催化，可能存在一些主题性机会。未来另一条可能的中长期线索是“反内卷+出海”，相关品种集中在资源品以及化工的一些子行业。这些是我们未来会重点关注的方向。继续聚焦资源、创新药、游戏和军工  开始关注化工和消费电子  逐步增配一些“反内卷+出海”品种我们依然建议聚焦在有真实利润兑现或者强产业趋势的行业，重点关注的仍然是资源、创新药、游戏和军工，如果用ETF去表达，上述行业对应的是有色ETF和稀有金属ETF（聚焦稀土和能源金属）、恒生创新药ETF（聚焦在大的制药公司而非小盘股炒作）、游戏ETF和军工龙头ETF。中长期视角，我们重点提示关注供给在内，需求增长在外，中国已经或有希望有持续定价能力的行业，从短期的利润兑现度的角度来看，我们建议关注稀土、钴、磷化工、农药、氟化工、光伏逆变器等方向，如果用ETF去表达，可以考虑化工ETF。此外，9月份有密集的消费电子产品发布会，并且中国的AI应用有很大概率要靠C端用户和端侧设备去带动（而不是北美企业服务市场基于token使用的高额付费），我们也提示关注消费电子的相关机会。风险因素中美科技、贸易、金融领域摩擦加剧；国内政策力度、实施效果或经济复苏不及预期；海内外宏观流动性超预期收紧；俄乌、中东地区冲突进一步升级；我国房地产库存消化不及预期。","news_type":1,"symbols_score_info":{"000001.SH":1.1}},"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452587765743896,"gmtCreate":1751518659468,"gmtModify":1751518661208,"author":{"id":"3479771273726972","authorId":"3479771273726972","name":"跟着队长一起走","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3479771273726972","authorIdStr":"3479771273726972"},"themes":[],"htmlText":"莫不是有后门，想摄取最新芯片设计？","listText":"莫不是有后门，想摄取最新芯片设计？","text":"莫不是有后门，想摄取最新芯片设计？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/452587765743896","repostId":"1184620840","repostType":2,"repost":{"id":"1184620840","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":1751518427,"share":"https://www.laohu8.com/m/news/1184620840?lang=&edition=full","pubTime":"2025-07-03 12:53","market":"us","language":"zh","title":"美政府取消对华EDA出口限制，三大芯片软件商恢复对华供货","url":"https://stock-news.laohu8.com/highlight/detail?id=1184620840","media":"老虎资讯综合","summary":"7月3日，据环球时报援引彭博社3日报道，特朗普政府已取消部分对华芯片设计软件出口许可要求。另据《南华早报》援引西门子、新思科技（Synopsys）和楷登电子（Cadence）公司发布的声明称，美国政府已于本周四取消对中国部分芯片设计软件的出口管制措施。三家全球领先的电子设计自动化（EDA）软件开发商均表示，未来其相关产品出口至中国将无需获得特别批准。摩根士丹利5月发布的研究显示，三家公司去年共占据中国EDA软件市场约82%的份额。EDA工具是芯片制造商在智能手机、计算机、汽车等广泛应用领域中进行半导体设计的核心软件。","content":"<html><head></head><body><p>7月3日，据环球时报援引彭博社3日报道，特朗普政府已取消部分对华芯片设计软件出口许可要求。</p><p>另据《南华早报》援引<a href=\"https://laohu8.com/S/SIEGY\">西门子</a>、<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>（Synopsys）和<a href=\"https://laohu8.com/S/CDNS\">铿腾电子</a>（Cadence）公司发布的声明称，美国政府已于本周四取消对中国部分芯片设计软件的出口管制措施。</p><p>三家全球领先的电子设计自动化（EDA）软件开发商均表示，未来其相关产品出口至中国将无需获得特别批准。<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>5月发布的研究显示，三家公司去年共占据中国EDA软件市场约82%的份额。EDA工具是芯片制造商在智能手机、计算机、汽车等广泛应用领域中进行半导体设计的核心软件。</p><p>受此消息影响，新思科技和铿腾电子美股夜盘大涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0403cd52095f388a8263d26e75d82be6\" title=\"\" tg-width=\"455\" tg-height=\"144\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00e9b535f1cdd35d60e50040d753f072\" title=\"\" tg-width=\"462\" tg-height=\"160\"/></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>美政府取消对华EDA出口限制，三大芯片软件商恢复对华供货 </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; 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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美政府取消对华EDA出口限制，三大芯片软件商恢复对华供货 \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\">2025-07-03 12:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月3日，据环球时报援引彭博社3日报道，特朗普政府已取消部分对华芯片设计软件出口许可要求。</p><p>另据《南华早报》援引<a href=\"https://laohu8.com/S/SIEGY\">西门子</a>、<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>（Synopsys）和<a href=\"https://laohu8.com/S/CDNS\">铿腾电子</a>（Cadence）公司发布的声明称，美国政府已于本周四取消对中国部分芯片设计软件的出口管制措施。</p><p>三家全球领先的电子设计自动化（EDA）软件开发商均表示，未来其相关产品出口至中国将无需获得特别批准。<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>5月发布的研究显示，三家公司去年共占据中国EDA软件市场约82%的份额。EDA工具是芯片制造商在智能手机、计算机、汽车等广泛应用领域中进行半导体设计的核心软件。</p><p>受此消息影响，新思科技和铿腾电子美股夜盘大涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0403cd52095f388a8263d26e75d82be6\" title=\"\" tg-width=\"455\" tg-height=\"144\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00e9b535f1cdd35d60e50040d753f072\" title=\"\" tg-width=\"462\" tg-height=\"160\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"159813":"芯片","SNPS":"新思科技","CDNS":"铿腾电子"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184620840","content_text":"7月3日，据环球时报援引彭博社3日报道，特朗普政府已取消部分对华芯片设计软件出口许可要求。另据《南华早报》援引西门子、新思科技（Synopsys）和铿腾电子（Cadence）公司发布的声明称，美国政府已于本周四取消对中国部分芯片设计软件的出口管制措施。三家全球领先的电子设计自动化（EDA）软件开发商均表示，未来其相关产品出口至中国将无需获得特别批准。摩根士丹利5月发布的研究显示，三家公司去年共占据中国EDA软件市场约82%的份额。EDA工具是芯片制造商在智能手机、计算机、汽车等广泛应用领域中进行半导体设计的核心软件。受此消息影响，新思科技和铿腾电子美股夜盘大涨。","news_type":1,"symbols_score_info":{"159813":1,"CDNS":1.1,"SNPS":1.1}},"isVote":1,"tweetType":1,"viewCount":1392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":433683617083656,"gmtCreate":1746913215586,"gmtModify":1746913217740,"author":{"id":"3479771273726972","authorId":"3479771273726972","name":"跟着队长一起走","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3479771273726972","authorIdStr":"3479771273726972"},"themes":[],"htmlText":"可插拔拓展的内存条！想要多大就插多少！66666","listText":"可插拔拓展的内存条！想要多大就插多少！66666","text":"可插拔拓展的内存条！想要多大就插多少！66666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/433683617083656","repostId":"2534410514","repostType":4,"repost":{"id":"2534410514","kind":"news","pubTimestamp":1746879982,"share":"https://www.laohu8.com/m/news/2534410514?lang=&edition=full","pubTime":"2025-05-10 20:26","market":"us","language":"zh","title":"美对华芯片出口限制新消息！英伟达：已通知中国客户","url":"https://stock-news.laohu8.com/highlight/detail?id=2534410514","media":"e公司","summary":"路透社5月9日引述三名消息人士的话报道称，英伟达已通知其主要中国客户，包括云计算领域的巨头公司，称计划在7月推出修改版H20芯片。因此，多次对英伟达等美国芯片制造商实施出口限制。英伟达此次为中国市场推出降级版H20芯片，是维持其在中国市场地位的最新举措。自2023年以来，H20芯片是英伟达可合法出口至中国的最强AI芯片。据报道，英伟达已制定新的技术门槛，以指导开发修改版芯片的设计。","content":"<html><head></head><body><p><strong>据新加坡《联合早报》网站5月9日报道，美国政府对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的H20人工智能（AI）芯片实施出口限制约一个月后，据报英伟达计划在未来两个月内，为中国市场推出降级版的H20。</strong></p><p>路透社5月9日引述三名消息人士的话报道称，英伟达已通知其主要中国客户，包括云计算领域的巨头公司，称计划在7月推出修改版H20芯片。</p><p>在中美博弈加剧之际，美国政府正加大力度限制高端芯片流向中国，以便在人工智能竞赛中保持领先。因此，多次对英伟达等美国芯片制造商实施出口限制。</p><p>英伟达此次为中国市场推出降级版H20芯片，是维持其在中国市场地位的最新举措。中国是英伟达最关键的市场之一，截至1月26日的上一财年，中国市场为英伟达带来了170亿美元的收入，占公司总销售额的13%。</p><p>自2023年以来，H20芯片是英伟达可合法出口至中国的最强AI芯片。但该公司上个月接获美国官员告知，产品未来出口至中国将需要获得出口许可，其实意味着已被禁止输华。英伟达曾透露，这项限制将使公司蒙受55亿美元的损失。</p><p>据报道，英伟达已制定新的技术门槛，以指导开发修改版芯片的设计。知情人士称，与原版H20相比，这些规格将使芯片性能显著降级，包括大幅降低内存容量。</p></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美对华芯片出口限制新消息！英伟达：已通知中国客户</title>\n<style 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}\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美对华芯片出口限制新消息！英伟达：已通知中国客户\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-10 20:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202505101601029755527c&s=b><strong>e公司</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据新加坡《联合早报》网站5月9日报道，美国政府对英伟达的H20人工智能（AI）芯片实施出口限制约一个月后，据报英伟达计划在未来两个月内，为中国市场推出降级版的H20。路透社5月9日引述三名消息人士的话报道称，英伟达已通知其主要中国客户，包括云计算领域的巨头公司，称计划在7月推出修改版H20芯片。在中美博弈加剧之际，美国政府正加大力度限制高端芯片流向中国，以便在人工智能竞赛中保持领先。因此，多次对英...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202505101601029755527c&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/92a41d20711c9fa4b2aa3cc62ea62948","relate_stocks":{"LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","NVDD":"Direxion Daily NVDA Bear 1X Shares","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","2NVD.UK":"2X NVIDIA ETP","NVIW.SI":"NVDA 3xLongSG261006","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4587":"ChatGPT概念","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","NVD":"GraniteShares 2x Short NVDA Daily 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什么时候Safari能支持收藏夹搜索功能啊！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432622755406528","isVote":1,"tweetType":1,"viewCount":1700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425355741528216,"gmtCreate":1744856775638,"gmtModify":1744856777724,"author":{"id":"3479771273726972","authorId":"3479771273726972","name":"跟着队长一起走","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3479771273726972","authorIdStr":"3479771273726972"},"themes":[],"htmlText":"当初1000的时候投了不少，可惜一直跌，后来平仓了。这么多年过去没赶碰过。早知道多持有几年……","listText":"当初1000的时候投了不少，可惜一直跌，后来平仓了。这么多年过去没赶碰过。早知道多持有几年……","text":"当初1000的时候投了不少，可惜一直跌，后来平仓了。这么多年过去没赶碰过。早知道多持有几年……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425355741528216","repostId":"1110628084","repostType":4,"repost":{"id":"1110628084","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":1744853639,"share":"https://www.laohu8.com/m/news/1110628084?lang=&edition=full","pubTime":"2025-04-17 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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\">2025-04-17 09:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月17日，港股黄金股盘初持续拉升，<a href=\"https://laohu8.com/S/06693\">赤峰黄金</a>涨超12%，该股自上市以来累计涨幅超150%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd1b3a213e00e2c4f5411ea96dc2e007\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，4月17日，现货黄金突破3350美元/盎司，继续刷新历史新高，COMEX黄金则最新报3359.5美元/盎司。瑞银认为，推升金价续创新高的原因包括：地缘政治紧张局势升级、对美国通胀和不断变化的利率前景的担忧等。中信建投则表示，特朗普反复无常的关税政策催生的浓厚避险需求，也是金价上涨的驱动力之一。</p><p style=\"text-align: justify;\">高盛近日大幅调高金价预测，将2025年底金价目标从3300美元/盎司提高至3700美元/盎司，并预计在极端情况下，如果央行需求持续升至110吨/月，ETF持有量反弹至疫情时期的水平，投机性头寸达到历史范围顶部，黄金甚至可能触及4500美元/盎司。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"BK0242":"有色金属","BK0127":"黄金珠宝","BK0056":"扶贫","BK0077":"质押式回购","BK0132":"高送转概念","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","BK1544":"黄金股","06693":"赤峰黄金","BK1198":"黄金","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) 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href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v> 苹果手机预计涨价30%，国产手机将一统江湖！机会来了！","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v> 苹果手机预计涨价30%，国产手机将一统江湖！机会来了！","text":"$苹果(AAPL)$ 苹果手机预计涨价30%，国产手机将一统江湖！机会来了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/420618044109368","isVote":1,"tweetType":1,"viewCount":2119,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4192584719467360","authorId":"4192584719467360","name":"吧唧1","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4192584719467360","authorIdStr":"4192584719467360"},"content":"不会那么轻易涨价吧，本来竞争就激烈，定价也挺高的，好多代工厂都在中国。","text":"不会那么轻易涨价吧，本来竞争就激烈，定价也挺高的，好多代工厂都在中国。","html":"不会那么轻易涨价吧，本来竞争就激烈，定价也挺高的，好多代工厂都在中国。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366312158224504,"gmtCreate":1730457819633,"gmtModify":1730457821550,"author":{"id":"3479771273726972","authorId":"3479771273726972","name":"跟着队长一起走","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3479771273726972","authorIdStr":"3479771273726972"},"themes":[],"htmlText":"神一样的存在","listText":"神一样的存在","text":"神一样的存在","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366312158224504","repostId":"1159690511","repostType":2,"repost":{"id":"1159690511","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":1730457014,"share":"https://www.laohu8.com/m/news/1159690511?lang=&edition=full","pubTime":"2024-11-01 18:30","market":"sh","language":"zh","title":"比亚迪股份：10月新能源车销量502657辆","url":"https://stock-news.laohu8.com/highlight/detail?id=1159690511","media":"老虎资讯综合","summary":"11月1日，$比亚迪股份(01211)$：10月新能源车销量502657辆，其中乘用车纯电动189614辆，插电式混合动力310912辆。","content":"<html><head></head><body><p>11月1日，<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>：10月新能源车销量502657辆，其中乘用车纯电动189614辆，插电式混合动力310912辆。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5674b1a0ea9b3fb20d84c8e50c263209\" tg-width=\"1123\" tg-height=\"715\"/></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>比亚迪股份：10月新能源车销量502657辆</title>\n<style 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href=\"https://laohu8.com/S/01211\">比亚迪股份</a>：10月新能源车销量502657辆，其中乘用车纯电动189614辆，插电式混合动力310912辆。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5674b1a0ea9b3fb20d84c8e50c263209\" tg-width=\"1123\" tg-height=\"715\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/45e5e005a453a59287c71f4cbf428610","relate_stocks":{"LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","BK1522":"燃料电池","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","002594":"比亚迪","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","BK1540":"电池","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) 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ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159690511","content_text":"11月1日，比亚迪股份：10月新能源车销量502657辆，其中乘用车纯电动189614辆，插电式混合动力310912辆。","news_type":1,"symbols_score_info":{"002594":1,"01211":1}},"isVote":1,"tweetType":1,"viewCount":1068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363129046229112,"gmtCreate":1729679909199,"gmtModify":1729679911049,"author":{"id":"3479771273726972","authorId":"3479771273726972","name":"跟着队长一起走","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3479771273726972","authorIdStr":"3479771273726972"},"themes":[],"htmlText":"很期待SE4","listText":"很期待SE4","text":"很期待SE4","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363129046229112","repostId":"2477019303","repostType":2,"repost":{"id":"2477019303","kind":"news","pubTimestamp":1729677635,"share":"https://www.laohu8.com/m/news/2477019303?lang=&edition=full","pubTime":"2024-10-23 18:00","market":"us","language":"zh","title":"全新 iPad mini 体验：性能是最大亮点，还有一个肉眼可见更新","url":"https://stock-news.laohu8.com/highlight/detail?id=2477019303","media":"爱范儿","summary":"三年之期已到，iPad mini 终于迎来更新。明明攒了三年的量，这款全新的 iPad mini，似乎比年更的 iPhone 还要更无趣一点。同样的一张长图，新 iPad mini 依旧存在果冻效应，但对比上一代已经有所减少。全新 iPad mini 配备了去年旗舰手机 iPhone 15 Pro 的同款芯片 A17 Pro，不过 GPU 锁了一个核心。不过这个更新也意味着新款 iPad mini 升级了运行内存，从上一代的 4GB 翻倍来到 8GB。第二个好消息是，新款的 iPad mini 包装盒仍然附带电源，而这在一些海外的版本中已经取消。","content":"<html><body><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>一台能打游戏，能画画，还能用 Apple <a href=\"https://laohu8.com/S/5RE.SI\">智能</a>的 iPad，不一定是 iPad Pro，现在也可以是 iPad mini。</p><p>三年之期已到，iPad mini 终于迎来更新。但乍一看，新款和上一代好像没有什么不同：</p><p>一样的大小，一样的重量，一样的停航母边框，一样的 LCD 屏幕……</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>明明攒了三年的量，这款全新的 iPad mini，似乎比年更的 iPhone 还要更无趣一点。</p><p>一个“肉眼可见”的更新</p><p>慢着，上一代 iPad mini 的屏幕存在着一个“果冻屏”的问题，新款解决了吗？我们可以直接对比一下。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>同样的一张长图，新 iPad mini 依旧存在果冻效应，但对比上一代已经有所减少。</p><p>如果说 iPad mini（第六代）的屏幕，是你在设置滑动找个开关都能观测到有摇摇晃晃的“果冻感”，那么全新的 iPad mini（A17 Pro）就是只要不注意去看，就不会察觉到的轻微形变。</p><p>放慢来看，我们可以发现新款的屏幕刷新延迟要更低，从而减弱了果冻效应。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>虽然“果冻感”弱了，但我手上这台 iPad mini（A17 Pro）的显示体验也不算太好，快速滚动时会感觉到一丝不够流畅的感觉。</p><p>相比较下，iPad mini（第六代）虽然是果冻屏，但要顺滑很多。</p><p>不过，这个屏幕最大的遗憾是万年不变的 60 赫兹刷新率，直接劝退了身边不少动过心思的小伙伴。</p><p>性能提升，能带来什么体验？</p><p>有一句俗话：一寸长，一寸强，而 iPad mini 虽然是尺寸最小的 iPad，但体验和性能并没有太多妥协。</p><p>全新 iPad mini 配备了去年旗舰手机 iPhone 15 Pro 的同款芯片 A17 Pro，不过 GPU 锁了一个核心。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>这会不会对游戏性能有所影响？启动“跑分软件”《原神》感受一下。</p><p>性能狗测试情况如下：不管是高画质 60 帧，还是极致画质 30 帧，室温 24 度跑原神 30 分钟机身都只是温温热，平均帧率都能稳定在 59 帧和 32.4 帧，除了过场，基本上不会出现帧率大幅波动的情况。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>可以说，这颗刚过一岁生日的 A17 Pro 还是很能打的，新款 iPad mini 对于手游来说已经绰绰有余，配上合适的尺寸，依然是游戏党一个不错的选择。</p><p>至于发热情况，主要分布在机身背面左下方的位置，只要保持摄像头朝上的横向握持姿势，就不会有太多暖手的感觉。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>性能拉满之余，A17 Pro 也首次为 iPad mini 带来了 Apple 智能的支持，当然目前大陆地区依旧无缘。</p><p>不过这个更新也意味着新款 iPad mini 升级了运行内存，从上一代的 4GB 翻倍来到 8GB。</p><p>我们给新旧两款 iPad mini 准备了同一个挑战：三款大型主流手游《原神》《王者荣耀》《和平精英》，一款 iPad 人气笔记应用 Notability，视频平台<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>，以及“后台杀手”相机拍照。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>iPad mini（第六代）虽然宝刀未老，以上这些应用都能很快速流畅打开，但 4GB 运存确实捉襟见肘，依次开完上述应用回到《原神》，已经是游戏初始化页面。</p><p>8GB 运存的 iPad mini（A17 Pro）不负众望，所有应用后台都正常留存，再也不怕出去回消息回来游戏又要重载。</p><p>生产力这方面也有 Pro 级体验</p><p>除了处理器很“Pro”，新款 iPad mini 还支持上了今年<a href=\"https://laohu8.com/S/AAPL\">苹果</a>全新推出的 Apple Pencil Pro，可以实现轻捏、侧旋等交互，也支持笔刷“投影”。</p><p>除了 Apple Pencil Pro，新款 iPad mini 还兼容 Type-C 的 Apple Pencil，但苹果依然刀法精准，取消了上一代还支持的二代 Pencil。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>个人认为，iPadOS 18 的史诗级更新“计算器”，最适合的载体就是 iPad mini，因为它的尺寸只比一个常规计算器大一点。</p><p>在进行演算的时候，iPad mini 非常适合作为一个“手边”的工具，搭配上 Apple Pencil 和“数学笔记”功能，就能获得一个智能“草稿本”，写算式得结果，简直是考研党福音。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>新款 iPad mini 还有一个不易察觉的更新：USB 3.0 接口的传输速率，从 5Gbps 升级到 10Gbps，这可是今年 iPhone 16 标准版都无法享受的待遇。</p><p>具体快多少？同样是一部 19 GB 大小的电影，第六代 iPad mini 传了 55 秒，而新款只用了 27 秒左右就完成了。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>一个坏消息和好消息</p><p>还有两个在国内比较值得一提的好消息和坏消息。</p><p>先说没那么好的消息：蜂窝版的新 iPad mini，和今年更新的 iPad Pro 和 iPad Air 保持一致，砍掉了 SIM 卡卡槽，蜂窝数据要搭配 eSIM 使用，在国内没有那么方便。</p><p>第二个好消息是，新款的 iPad mini 包装盒仍然附带电源，而这在一些海外的版本中已经取消。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>定价和配置方面，新款的 iPad mini 加量不加价，存储起步 128GB，价格保持 3999 元，256GB 版本还比上一代便宜 200 元，新增了一个 512GB 的版本。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>iPad mini 为谁而来</p><p>今年苹果一共更新了三款平板：iPad Pro、iPad Air、iPad mini，除此之外还有一款价格最低的标准版 iPad 在售，如何从四个型号中挑选最适合自己的那款？</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>iPad mini 有一个很鲜明的特征：小，只比基础款 Kindle 大一圈，不需要一只大手也能实现单手握持，还能直接塞进大一点的裤袋，这是其他型号的 iPad 都无法实现的。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>如此便携的体验，会让你更愿意在更多场景掏出 iPad mini：通勤途中拿出来看书或短视频，在沙发上握着打游戏，甚至还能顺手拿来盖泡面。</p><p>甚至一些更专业的场景，iPad mini 也能发光发热：比如片场中的场记板，还能快速管理和编辑素材；飞行员看航班，医生查房；还可以是设计师和画师的一个趁手的画板；或者学生的一个智能计算器和笔记本。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>▲ 一名飞行员分享他的 iPad mini 笔记，图源：Apple</p><p>虽然市场上已经不缺乏大号手机和折叠屏，但也有不少人想用一台单手即可驾驭的小手机，这时就可以搭配一台 iPad mini，特别是蜂窝版。</p><p>回消息、手机支付、拍照片可以用小屏手机，看内容和处理多任务的时候能够用 iPad mini。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>如果还是想要一块便携的大屏，主要用来娱乐的可以考虑数字版 iPad；而对性能、生产力以及屏幕更有追求的，可以在 iPad Air 和 iPad Pro 之间做选择。</p><p>对于老 iPad mini 用户，如果你用的还是第五代以及之前旧设计的型号，那新款能够从外到内给你带来焕新的感觉。</p><p>而如果你用的是 iPad mini（第六代），如果不是想用来玩大型游戏，或者忍受果冻屏和 64G 空间，那么手上的设备其实还能再战几年。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>▲ iPad mini（第六代）</p><p>总而言之，最有用的 iPad，不是性能有多强，屏幕有多大，而是你随身带着的那台。</p></body></html>","source":"ifeng_tech","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>全新 iPad mini 体验：性能是最大亮点，还有一个肉眼可见更新</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全新 iPad mini 体验：性能是最大亮点，还有一个肉眼可见更新\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-23 18:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8dv14T63id8><strong>爱范儿</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一台能打游戏，能画画，还能用 Apple 智能的 iPad，不一定是 iPad Pro，现在也可以是 iPad mini。三年之期已到，iPad mini 终于迎来更新。但乍一看，新款和上一代好像没有什么不同：一样的大小，一样的重量，一样的停航母边框，一样的 LCD 屏幕……明明攒了三年的量，这款全新的 iPad mini，似乎比年更的 iPhone 还要更无趣一点。一个“肉眼可见”的更新慢着，上...</p>\n\n<a href=\"https://tech.ifeng.com/c/8dv14T63id8\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4507":"流媒体概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4574":"无人驾驶","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BLSP4452.SGD":"Legg Mason ClearBridge - 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INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","BK4575":"芯片概念","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4515":"5G概念","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","BK4592":"伊斯兰概念","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H"},"source_url":"https://tech.ifeng.com/c/8dv14T63id8","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2477019303","content_text":"一台能打游戏，能画画，还能用 Apple 智能的 iPad，不一定是 iPad Pro，现在也可以是 iPad mini。三年之期已到，iPad mini 终于迎来更新。但乍一看，新款和上一代好像没有什么不同：一样的大小，一样的重量，一样的停航母边框，一样的 LCD 屏幕……明明攒了三年的量，这款全新的 iPad mini，似乎比年更的 iPhone 还要更无趣一点。一个“肉眼可见”的更新慢着，上一代 iPad mini 的屏幕存在着一个“果冻屏”的问题，新款解决了吗？我们可以直接对比一下。同样的一张长图，新 iPad mini 依旧存在果冻效应，但对比上一代已经有所减少。如果说 iPad mini（第六代）的屏幕，是你在设置滑动找个开关都能观测到有摇摇晃晃的“果冻感”，那么全新的 iPad mini（A17 Pro）就是只要不注意去看，就不会察觉到的轻微形变。放慢来看，我们可以发现新款的屏幕刷新延迟要更低，从而减弱了果冻效应。虽然“果冻感”弱了，但我手上这台 iPad mini（A17 Pro）的显示体验也不算太好，快速滚动时会感觉到一丝不够流畅的感觉。相比较下，iPad mini（第六代）虽然是果冻屏，但要顺滑很多。不过，这个屏幕最大的遗憾是万年不变的 60 赫兹刷新率，直接劝退了身边不少动过心思的小伙伴。性能提升，能带来什么体验？有一句俗话：一寸长，一寸强，而 iPad mini 虽然是尺寸最小的 iPad，但体验和性能并没有太多妥协。全新 iPad mini 配备了去年旗舰手机 iPhone 15 Pro 的同款芯片 A17 Pro，不过 GPU 锁了一个核心。这会不会对游戏性能有所影响？启动“跑分软件”《原神》感受一下。性能狗测试情况如下：不管是高画质 60 帧，还是极致画质 30 帧，室温 24 度跑原神 30 分钟机身都只是温温热，平均帧率都能稳定在 59 帧和 32.4 帧，除了过场，基本上不会出现帧率大幅波动的情况。可以说，这颗刚过一岁生日的 A17 Pro 还是很能打的，新款 iPad mini 对于手游来说已经绰绰有余，配上合适的尺寸，依然是游戏党一个不错的选择。至于发热情况，主要分布在机身背面左下方的位置，只要保持摄像头朝上的横向握持姿势，就不会有太多暖手的感觉。性能拉满之余，A17 Pro 也首次为 iPad mini 带来了 Apple 智能的支持，当然目前大陆地区依旧无缘。不过这个更新也意味着新款 iPad mini 升级了运行内存，从上一代的 4GB 翻倍来到 8GB。我们给新旧两款 iPad mini 准备了同一个挑战：三款大型主流手游《原神》《王者荣耀》《和平精英》，一款 iPad 人气笔记应用 Notability，视频平台哔哩哔哩，以及“后台杀手”相机拍照。iPad mini（第六代）虽然宝刀未老，以上这些应用都能很快速流畅打开，但 4GB 运存确实捉襟见肘，依次开完上述应用回到《原神》，已经是游戏初始化页面。8GB 运存的 iPad mini（A17 Pro）不负众望，所有应用后台都正常留存，再也不怕出去回消息回来游戏又要重载。生产力这方面也有 Pro 级体验除了处理器很“Pro”，新款 iPad mini 还支持上了今年苹果全新推出的 Apple Pencil Pro，可以实现轻捏、侧旋等交互，也支持笔刷“投影”。除了 Apple Pencil Pro，新款 iPad mini 还兼容 Type-C 的 Apple Pencil，但苹果依然刀法精准，取消了上一代还支持的二代 Pencil。个人认为，iPadOS 18 的史诗级更新“计算器”，最适合的载体就是 iPad mini，因为它的尺寸只比一个常规计算器大一点。在进行演算的时候，iPad mini 非常适合作为一个“手边”的工具，搭配上 Apple Pencil 和“数学笔记”功能，就能获得一个智能“草稿本”，写算式得结果，简直是考研党福音。新款 iPad mini 还有一个不易察觉的更新：USB 3.0 接口的传输速率，从 5Gbps 升级到 10Gbps，这可是今年 iPhone 16 标准版都无法享受的待遇。具体快多少？同样是一部 19 GB 大小的电影，第六代 iPad mini 传了 55 秒，而新款只用了 27 秒左右就完成了。一个坏消息和好消息还有两个在国内比较值得一提的好消息和坏消息。先说没那么好的消息：蜂窝版的新 iPad mini，和今年更新的 iPad Pro 和 iPad Air 保持一致，砍掉了 SIM 卡卡槽，蜂窝数据要搭配 eSIM 使用，在国内没有那么方便。第二个好消息是，新款的 iPad mini 包装盒仍然附带电源，而这在一些海外的版本中已经取消。定价和配置方面，新款的 iPad mini 加量不加价，存储起步 128GB，价格保持 3999 元，256GB 版本还比上一代便宜 200 元，新增了一个 512GB 的版本。iPad mini 为谁而来今年苹果一共更新了三款平板：iPad Pro、iPad Air、iPad mini，除此之外还有一款价格最低的标准版 iPad 在售，如何从四个型号中挑选最适合自己的那款？iPad mini 有一个很鲜明的特征：小，只比基础款 Kindle 大一圈，不需要一只大手也能实现单手握持，还能直接塞进大一点的裤袋，这是其他型号的 iPad 都无法实现的。如此便携的体验，会让你更愿意在更多场景掏出 iPad mini：通勤途中拿出来看书或短视频，在沙发上握着打游戏，甚至还能顺手拿来盖泡面。甚至一些更专业的场景，iPad mini 也能发光发热：比如片场中的场记板，还能快速管理和编辑素材；飞行员看航班，医生查房；还可以是设计师和画师的一个趁手的画板；或者学生的一个智能计算器和笔记本。▲ 一名飞行员分享他的 iPad mini 笔记，图源：Apple虽然市场上已经不缺乏大号手机和折叠屏，但也有不少人想用一台单手即可驾驭的小手机，这时就可以搭配一台 iPad mini，特别是蜂窝版。回消息、手机支付、拍照片可以用小屏手机，看内容和处理多任务的时候能够用 iPad mini。如果还是想要一块便携的大屏，主要用来娱乐的可以考虑数字版 iPad；而对性能、生产力以及屏幕更有追求的，可以在 iPad Air 和 iPad Pro 之间做选择。对于老 iPad mini 用户，如果你用的还是第五代以及之前旧设计的型号，那新款能够从外到内给你带来焕新的感觉。而如果你用的是 iPad mini（第六代），如果不是想用来玩大型游戏，或者忍受果冻屏和 64G 空间，那么手上的设备其实还能再战几年。▲ iPad mini（第六代）总而言之，最有用的 iPad，不是性能有多强，屏幕有多大，而是你随身带着的那台。","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":2058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362794351140944,"gmtCreate":1729595369016,"gmtModify":1729602056883,"author":{"id":"3479771273726972","authorId":"3479771273726972","name":"跟着队长一起走","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3479771273726972","authorIdStr":"3479771273726972"},"themes":[],"htmlText":"领优惠券的规则太诡异！","listText":"领优惠券的规则太诡异！","text":"领优惠券的规则太诡异！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362794351140944","repostId":"2477087097","repostType":2,"repost":{"id":"2477087097","kind":"news","pubTimestamp":1729579742,"share":"https://www.laohu8.com/m/news/2477087097?lang=&edition=full","pubTime":"2024-10-22 14:49","market":"hk","language":"zh","title":"天猫“双11”品牌商品爆发！开卖四小时174个品牌成交破亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2477087097","media":"上游新闻","summary":"10月21日晚8点，2024年天猫“双11”正式开售，品牌商品开局即迎来爆发，174个品牌成交破亿，超12000个品牌成交增速超100%，近6000个品牌增速超500%。美妆护肤国际大牌增长强劲。开卖4小时，天猫美妆破亿品牌数达40个。开卖10分钟，欧莱雅、兰蔻、修丽可、雅诗兰黛、赫莲娜、海蓝之谜等国际大牌即破亿。优时颜和伊丽莎白雅顿成为TOP20排行榜中的新面孔。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=106.BABA&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　10月21日晚8点，2024年天猫“双11”正式开售，品牌商品开局即迎来爆发，174个品牌成交破亿，超12000个品牌成交增速超100%，近6000个品牌增速超500%。</p> <center><img src=\"https://np-newspic.dfcfw.com/download/D24859461233428356702_w267h590.jpg\"/></center><p>　　美妆护肤国际大牌增长强劲。开卖4小时，天猫美妆破亿品牌数达40个。开卖10分钟，<a href=\"https://laohu8.com/S/LRLCY\">欧莱雅</a>、兰蔻、修丽可、<span><a href=\"https://laohu8.com/S/EL\">雅诗兰黛</a></span><span></span>、赫莲娜、海蓝之谜等国际大牌即破亿。优时颜和伊丽莎白雅顿成为TOP20排行榜中的新面孔。国货美妆表现亮眼，<span><a href=\"https://laohu8.com/S/603605\">珀莱雅</a></span><span></span>开卖5分钟即破亿，觅光、林清轩首次进入“亿元俱乐部”。可复美胶原棒、赫莲娜黑绷带面霜、修丽可AGE面霜等17个超级单品破亿。新品迎来爆发，美妆成交单品TOP1000中，新品达395款，对比去年增长了72%。</p><p>　　头部服饰品牌爆发，开卖4小时，3829个品牌成交同比翻倍，其中2083个品牌成交同比翻3倍，1561个品牌成交同比翻5倍。Ralph Lauren、高梵、<span><a href=\"https://laohu8.com/S/03998\">波司登</a></span>、优衣库、moco、Ubras等品牌成交均破亿。</p><p>　　运动户外迎来消费新风口，开卖4小时，15个品牌破亿，52个品牌破千万，1388个品牌成交翻倍。户外新贵品牌展现强劲爆发力，伯希和同比增长180%，猛犸象同比增长110%，可隆同比增长85%，HELLY HANSEN同比增长80%，萨洛蒙同比增长33%，<span>昂跑</span><span></span>同比增长30%。</p><p>　　3C数码行业开售仅5分钟，<span><a href=\"https://laohu8.com/S/AAPL\">苹果</a></span><span></span>成交金额超10亿。开卖4小时，华为、小米、vivo、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、<span><a href=\"https://laohu8.com/S/SONY\">索尼</a></span><span></span>等12个3C数码品牌成交破亿，42个品牌成交同比翻倍。年底正逢居家焕新期，开售4小时，28个家电家居品牌成交破亿，205个品牌同比去年现货开卖首日成交翻倍, 涌现出39个成交破亿的趋势新品类。</p><p>　　淘宝直播持续创造销售高峰，李佳琦Austin、蜜蜂惊喜社、香菇来了、烈儿宝贝、陈洁kiki等直播间5分钟成交破亿，交个朋友、所有女生的衣橱、胡可、酒妹妹等在30分钟内成交破亿，专业主播+品质货盘的“品质直播”模式受品牌和消费者青睐。</p><p>　　天猫今年加大投入力度，在满减基础上再投入300亿消费券及红包，为消费者带来了一届更加实惠的品质“双11”。作为激活消费市场、提升消费意愿的关键窗口，天猫“双11”开卖即爆发，再次验证了“品牌爆发在天猫，品牌主阵地在天猫”的行业共识。</p><p>（文章来源：上游新闻）</p> </div></body></html>","source":"stock_eastmoney","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>天猫“双11”品牌商品爆发！开卖四小时174个品牌成交破亿</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天猫“双11”品牌商品爆发！开卖四小时174个品牌成交破亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-22 14:49 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202410223213651150.html><strong>上游新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月21日晚8点，2024年天猫“双11”正式开售，品牌商品开局即迎来爆发，174个品牌成交破亿，超12000个品牌成交增速超100%，近6000个品牌增速超500%。 　　美妆护肤国际大牌增长强劲。开卖4小时，天猫美妆破亿品牌数达40个。开卖10分钟，欧莱雅、兰蔻、修丽可、雅诗兰黛、赫莲娜、海蓝之谜等国际大牌即破亿。优时颜和伊丽莎白雅顿成为TOP20排行榜中的新面孔。国货美妆表现亮眼，珀莱雅...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202410223213651150.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","AAPL":"苹果","BK4554":"元宇宙及AR概念","BK1517":"云办公","BK1575":"同股不同权","LU0173614495.USD":"富达中国焦点A","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","BK4531":"中概回港概念","BK4579":"人工智能","BK4585":"ETF&股票定投概念","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","BK1591":"就地过年概念","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL 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