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龙腾虎乐

龙腾虎乐

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10-15

$英伟达(NVDA)$ 泡沫危险了‼️准备撤[喷血] [喷血]

10-14

$纳斯达克(.IXIC)$ 大概率还是会涨两天的[捂脸] [捂脸]

10-14

$英伟达(NVDA)$ 这是要崩盘了[捂脸] [捂脸]

10-11

$苹果(AAPL)$ 大苹果也崩了[喷血] [喷血]

10-11

$英伟达(NVDA)$ 左脚踩右脚长不了[捂脸] [捂脸]

10-10

$纳斯达克(.IXIC)$ 这就开始崩球了[开心] [开心]

10-10

敢于说真话的不多啊[捂脸] [捂脸] [捂脸]

报道称甲骨文云业务利润率低于市场预期，公司股价应声下跌

10-09

高见[捂脸]

汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”

07-25

不认可的投资者滚犊子[捂脸] [捂脸]

特朗普媒体股价因比特币反弹上涨，但投资者仍不满其加密货币计划

07-25

$特朗普媒体科技集团(DJT)$ [强] [强]

07-23

$特朗普媒体科技集团(DJT)$ [捂脸] [捂脸] [捂脸]

07-17

$维珍银河(SPCE)$ [财迷] [财迷] [开心] [开心]

07-08

一副没见过世面的样子[捂脸] [捂脸]

通宵排队14小时，有人带枕头躺路边！迪士尼新品被疯抢

06-26

典型的高开低走[捂脸] [捂脸]

纳指高开高走现涨超0.6%重新站上2万点大关逼近历史新高。

06-06

扛不住就跑[开心] [开心] 跑晚了当小股东

马斯克与特朗普的争执对特斯拉股票意味着什么？

05-29

倒退开始了[强] [强]

美国一季度GDP增速小幅上修至-0.2%，个人支出增速从1.8%下调至1.2%

05-28

$特朗普媒体科技集团(DJT)$ 看起来黑特朗普的势力很猖狂[开心] [开心]

05-27

$特朗普媒体科技集团(DJT)$ 开个仓看看呗[财迷]

05-20

没拉起来呀[捂脸] [捂脸]

刚刚，利好突袭！A50直拉，影响有多大？

05-13

$纳斯达克(.IXIC)$ 关税搞定后，下一步逼迫美联储将息[开心] [开心] [开心]

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[捂脸]&nbsp;&nbsp;","listText":"敢于说真话的不多啊[捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"敢于说真话的不多啊[捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487472757653552","repostId":"2574790470","repostType":2,"repost":{"id":"2574790470","kind":"news","pubTimestamp":1759969632,"share":"https://www.laohu8.com/m/news/2574790470?lang=&edition=full","pubTime":"2025-10-09 08:27","market":"us","language":"zh","title":"报道称甲骨文云业务利润率低于市场预期，公司股价应声下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2574790470","media":"IT之家","summary":"IT之家 10 月 8 日消息，有报道称甲骨文公司 云计算业务的利润率低于华尔街多数机构的预期，此后该公司股价大幅下挫。周二，甲骨文股价一度暴跌 7.1%，随后大部分跌幅有所收窄；英伟达股价则一度下跌 0.6%。上个月，甲骨文预计未来三个财年其云计算业务收入将增长 700%，这一消息促使该公司股价在 9 月 10 日单日上涨 36%。","content":"<html><body><article><p>IT之家 10 月 8 日消息，有报道称<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>公司（<a href=\"https://laohu8.com/S/OCLCF\">Oracle Corp.</a>）云计算业务的利润率低于华尔街多数机构的预期，此后该公司股价大幅下挫。</p><p>据 The Information 援引企业内部文件报道，在截至 8 月的三个月内，甲骨文通过出租英伟达公司（<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> Corp.）芯片驱动的服务器获得了约 9 亿美元收入，但毛利润仅约 1.25 亿美元。周二，甲骨文股价一度暴跌 7.1%，随后大部分跌幅有所收窄；英伟达股价则一度下跌 0.6%。</p><p>报道指出，在部分情况下，甲骨文出租小批量英伟达芯片（包括新旧款图形处理器）时，出现了“相当可观”的亏损。</p><p>IT之家注意到，受人工智能计算需求激增推动公司收入增长的影响，甲骨文股价今年已累计上涨约 70%。上个月，甲骨文预计未来三个财年其云计算业务收入将增长 700%，这一消息促使该公司股价在 9 月 10 日单日上涨 36%。</p><p>古根海姆（Guggenheim）分析师约翰 迪富奇（John DiFucci）表示，尽管在收入开始稳定流入之前，甲骨文云计算业务交易的毛利率贡献可能处于较低水平，但从长期来看，该公司不太可能接受毛利率低于 25% 的合作安排。</p><p>迪富奇重申了对甲骨文股票的“买入”评级，他表示：“甲骨文已成为人工智能训练工作负载的实际标准，因为其能以更低的成本提供更优的性能。”他进一步解释道：“成本更低并非因为甲骨文在‘亏本甩卖’，而是因为该公司有能力在降低定价的同时，仍保持可观的利润。”</p><p>收购芯片及扩建数据中心容量所需的巨额支出，对甲骨文的整体毛利率（不含运营费用）造成了压力。彭博社（Bloomberg）整理的数据显示，在甲骨文最新发布的财报中，其毛利率为 67.3%，创下一年多以来的最低水平。</p><p>据彭博社此前报道，甲骨文已与 ChatGPT 运营商 OpenAI 签署协议，将为其提供总容量达 4.5 吉瓦的数据中心服务 —— 这一能源规模足以满足数百万美国家庭的用电需求。此外，甲骨文还参与了一个买家联盟，该联盟正接近达成协议，拟收购社交媒体平台 TikTok 的美国业务。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>报道称甲骨文云业务利润率低于市场预期，公司股价应声下跌</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; 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class=\"title\">\n报道称甲骨文云业务利润率低于市场预期，公司股价应声下跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-09 08:27 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251009083623a6b134cb&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 10 月 8 日消息，有报道称甲骨文公司（Oracle Corp.）云计算业务的利润率低于华尔街多数机构的预期，此后该公司股价大幅下挫。据 The Information 援引企业内部文件报道，在截至 8 月的三个月内，甲骨文通过出租英伟达公司（Nvidia Corp.）芯片驱动的服务器获得了约 9 亿美元收入，但毛利润仅约 1.25 亿美元。周二，甲骨文股价一度暴跌 7.1%，随后...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251009083623a6b134cb&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) 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SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251009083623a6b134cb&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2574790470","content_text":"IT之家 10 月 8 日消息，有报道称甲骨文公司（Oracle Corp.）云计算业务的利润率低于华尔街多数机构的预期，此后该公司股价大幅下挫。据 The Information 援引企业内部文件报道，在截至 8 月的三个月内，甲骨文通过出租英伟达公司（Nvidia Corp.）芯片驱动的服务器获得了约 9 亿美元收入，但毛利润仅约 1.25 亿美元。周二，甲骨文股价一度暴跌 7.1%，随后大部分跌幅有所收窄；英伟达股价则一度下跌 0.6%。报道指出，在部分情况下，甲骨文出租小批量英伟达芯片（包括新旧款图形处理器）时，出现了“相当可观”的亏损。IT之家注意到，受人工智能计算需求激增推动公司收入增长的影响，甲骨文股价今年已累计上涨约 70%。上个月，甲骨文预计未来三个财年其云计算业务收入将增长 700%，这一消息促使该公司股价在 9 月 10 日单日上涨 36%。古根海姆（Guggenheim）分析师约翰 迪富奇（John DiFucci）表示，尽管在收入开始稳定流入之前，甲骨文云计算业务交易的毛利率贡献可能处于较低水平，但从长期来看，该公司不太可能接受毛利率低于 25% 的合作安排。迪富奇重申了对甲骨文股票的“买入”评级，他表示：“甲骨文已成为人工智能训练工作负载的实际标准，因为其能以更低的成本提供更优的性能。”他进一步解释道：“成本更低并非因为甲骨文在‘亏本甩卖’，而是因为该公司有能力在降低定价的同时，仍保持可观的利润。”收购芯片及扩建数据中心容量所需的巨额支出，对甲骨文的整体毛利率（不含运营费用）造成了压力。彭博社（Bloomberg）整理的数据显示，在甲骨文最新发布的财报中，其毛利率为 67.3%，创下一年多以来的最低水平。据彭博社此前报道，甲骨文已与 ChatGPT 运营商 OpenAI 签署协议，将为其提供总容量达 4.5 吉瓦的数据中心服务 —— 这一能源规模足以满足数百万美国家庭的用电需求。此外，甲骨文还参与了一个买家联盟，该联盟正接近达成协议，拟收购社交媒体平台 TikTok 的美国业务。","news_type":1,"symbols_score_info":{"ORCL":1.5}},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487313925005600,"gmtCreate":1760001589003,"gmtModify":1760001591208,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"htmlText":"高见[捂脸]&nbsp;&nbsp;","listText":"高见[捂脸]&nbsp;&nbsp;","text":"高见[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487313925005600","repostId":"2574189880","repostType":2,"repost":{"id":"2574189880","kind":"news","pubTimestamp":1759981720,"share":"https://www.laohu8.com/m/news/2574189880?lang=&edition=full","pubTime":"2025-10-09 11:48","market":"us","language":"zh","title":"汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”","url":"https://stock-news.laohu8.com/highlight/detail?id=2574189880","media":"智通财经","summary":"智通财经APP获悉，$汇丰$银行发布最新研报，将$英特尔$的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。值得注意的是，弗兰克·李将英特尔目标价从21.25美元上调至24美元，但评级下调反映了其长期担忧。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>银行发布最新研报，将<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。</p><p>具体来看，这三笔交易包括：软银20亿美元战略投资、美国政府111亿美元注资并获得9.9%股权、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>50亿美元投资对应约4%股权。尽管这些交易的定价均较市价折让，但弗兰克·李强调，英特尔的可持续复苏仍取决于其自身晶圆厂的运营表现，而当前股价重估已显过度。</p><p>值得注意的是，弗兰克·李将英特尔目标价从21.25美元上调至24美元，但评级下调反映了其长期担忧。他特别指出，被市场视为关键突破口的<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)合作前景不容乐观——台积电对与英特尔代工业务达成技术共享协议兴趣缺失，主要因其已在美国投入超1000亿美元建设多个绿地项目，并将生产及建设重心转移至美国本土。</p><p>从业务层面分析，英特尔晶圆代工部门仍是拖累公司财务的最大包袱。弗兰克·李直言，该业务是拖累公司财务表现的最大因素，且执行力持续低迷。具体技术路径上，英特尔已取消面向外部客户的18A工艺，而14A工艺因缺乏外部客户订单支持，其商业可行性亦受到质疑。在此背景下，与台积电达成技术合作虽可能重塑代工业务格局，但鉴于台积电的战略布局已深度绑定美国市场，此类合作短期内难以落地。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”</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汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-09 11:48 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1352966.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，汇丰银行发布最新研报，将英特尔(INTC.US)的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。具体来看，这三笔交易包括：软银20亿美元战略投资、美国政府111亿美元注资并获得9.9%股权、英伟达50亿美元投资对应约4%股权。尽管...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1352966.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSBC":"汇丰","INTC":"英特尔"},"source_url":"http://www.zhitongcaijing.com/content/detail/1352966.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2574189880","content_text":"智通财经APP获悉，汇丰银行发布最新研报，将英特尔(INTC.US)的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。具体来看，这三笔交易包括：软银20亿美元战略投资、美国政府111亿美元注资并获得9.9%股权、英伟达50亿美元投资对应约4%股权。尽管这些交易的定价均较市价折让，但弗兰克·李强调，英特尔的可持续复苏仍取决于其自身晶圆厂的运营表现，而当前股价重估已显过度。值得注意的是，弗兰克·李将英特尔目标价从21.25美元上调至24美元，但评级下调反映了其长期担忧。他特别指出，被市场视为关键突破口的台积电(TSM.US)合作前景不容乐观——台积电对与英特尔代工业务达成技术共享协议兴趣缺失，主要因其已在美国投入超1000亿美元建设多个绿地项目，并将生产及建设重心转移至美国本土。从业务层面分析，英特尔晶圆代工部门仍是拖累公司财务的最大包袱。弗兰克·李直言，该业务是拖累公司财务表现的最大因素，且执行力持续低迷。具体技术路径上，英特尔已取消面向外部客户的18A工艺，而14A工艺因缺乏外部客户订单支持，其商业可行性亦受到质疑。在此背景下，与台积电达成技术合作虽可能重塑代工业务格局，但鉴于台积电的战略布局已深度绑定美国市场，此类合作短期内难以落地。","news_type":1,"symbols_score_info":{"HSBC":1.5,"INTC":1.5}},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460576115077616,"gmtCreate":1753454300019,"gmtModify":1753456556765,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"htmlText":"不认可的投资者滚犊子[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","listText":"不认可的投资者滚犊子[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"不认可的投资者滚犊子[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460576115077616","repostId":"1117355139","repostType":2,"repost":{"id":"1117355139","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":1753229335,"share":"https://www.laohu8.com/m/news/1117355139?lang=&edition=full","pubTime":"2025-07-23 08:08","market":"us","language":"zh","title":"特朗普媒体股价因比特币反弹上涨，但投资者仍不满其加密货币计划","url":"https://stock-news.laohu8.com/highlight/detail?id=1117355139","media":"老虎资讯综合","summary":"$特朗普媒体科技集团$ 的股价周二上涨，创下六周新高——受比特币价格逼近历史高点影响，投资者越来越将这家社交媒体公司视作加密货币概念股。特朗普媒体股价周二上涨 3.2%，收于 19.86美元，为自6月12日以来的最高收盘价。该公司于3月25日宣布董事会一致批准其投资政策更新，将比特币纳入国库资产，并在5月28日宣布首次购入比特币。GameStop周二收盘价为 24.26美元，较3月宣布该比特币计划后当日收盘价 低14.5%。","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/DJT\">特朗普媒体科技集团</a> （Trump Media &amp; Technology Group Corp.）的股价周二上涨，创下六周新高——受比特币价格逼近历史高点影响，投资者越来越将这家社交媒体公司视作加密货币概念股。</p><p>这家总部位于美国佛罗里达州萨拉索塔的公司（代码：DJT）运营特朗普的社交平台 Truth Social，近期成为最新一家宣布计划建立比特币储备金库的公司。</p><p>其动机显而易见。华尔街与监管机构日益认可数字货币将在金融市场与日常生活中扮演更重要的角色。尽管特朗普媒体的股价仍处于数月下行趋势中，但其他与加密货币相关的公司却因比特币（代码：BTCUSD）飙升至历史高位而股价暴涨。</p><p>特朗普媒体股价周二上涨 3.2%，收于 19.86美元，为自6月12日以来的最高收盘价。但这一价格仍较5月30日公司宣布比特币储备计划后的收盘价 21.33美元 下跌了 6.9%，而同期比特币已上涨约 15%。显然，投资者并不满意公司通过发行 约5600万股新普通股 及 可转换为股份的债务 来购买比特币的方式。</p><p>截至目前，该公司2025年股价累计下跌 41.8%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/db2a8dcf4d731a5633323b43f49bcdb8\" alt=\"\" title=\"\" tg-width=\"700\" tg-height=\"475\"/></p><p>与此同时，比特币在周二晚间上涨约 2%，逼近 12万美元，接近本月早些时候创下的历史高点 12.3万美元 以上。</p><p>周一，特朗普媒体股价曾上涨 3.1%，成交量达 2550万股，为日均成交量的三倍以上。此前，公司宣布其比特币持仓市值已达到 20亿美元，占其流动资产的约 三分之二。</p><p>这距离5月30日该公司宣布完成融资——通过发行新普通股与可转换债务筹集 超23亿美元，以创建比特币储备——不到两个月时间。</p><p>其他公司，最著名的如 MicroStrategy Inc.（代码：MSTR，简称“Strategy”），也在积极推进其比特币储备计划。这家软件公司自2020年以来就已将比特币作为其主要的国库资产，目前持有比特币总数超过 60万枚。</p><p>MicroStrategy的股价在2025年上涨了 47.2%，同期比特币上涨 28.1%，而标普500指数（SPX）则上涨 7.3%。</p><p>在加密货币业务相关的其他公司中，Coinbase Global Inc.（代码：COIN） 本周早些时候股价创下历史新高，2025年以来累计上涨 62.9%；而 Robinhood Markets Inc.（代码：HOOD） 的股价同样本周创下新高，年内涨幅达到惊人的 173.4%。</p><p>作为“网红股”始祖的 游戏零售商 GameStop Corp.（代码：GME） 也在试图追赶这一趋势。该公司于3月25日宣布董事会一致批准其投资政策更新，将比特币纳入国库资产，并在5月28日宣布首次购入比特币。</p><p>GameStop周二收盘价为 24.26美元，较3月宣布该比特币计划后当日收盘价 低14.5%。和特朗普媒体的投资者一样，GameStop的股东似乎也不满公司通过发行可转换债务融资购买比特币的做法。</p><p>截至目前，GameStop在2025年的股价已下跌 22.6%。</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>特朗普媒体股价因比特币反弹上涨，但投资者仍不满其加密货币计划</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{ 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#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特朗普媒体股价因比特币反弹上涨，但投资者仍不满其加密货币计划\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\">2025-07-23 08:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <a href=\"https://laohu8.com/S/DJT\">特朗普媒体科技集团</a> （Trump Media &amp; Technology Group Corp.）的股价周二上涨，创下六周新高——受比特币价格逼近历史高点影响，投资者越来越将这家社交媒体公司视作加密货币概念股。</p><p>这家总部位于美国佛罗里达州萨拉索塔的公司（代码：DJT）运营特朗普的社交平台 Truth Social，近期成为最新一家宣布计划建立比特币储备金库的公司。</p><p>其动机显而易见。华尔街与监管机构日益认可数字货币将在金融市场与日常生活中扮演更重要的角色。尽管特朗普媒体的股价仍处于数月下行趋势中，但其他与加密货币相关的公司却因比特币（代码：BTCUSD）飙升至历史高位而股价暴涨。</p><p>特朗普媒体股价周二上涨 3.2%，收于 19.86美元，为自6月12日以来的最高收盘价。但这一价格仍较5月30日公司宣布比特币储备计划后的收盘价 21.33美元 下跌了 6.9%，而同期比特币已上涨约 15%。显然，投资者并不满意公司通过发行 约5600万股新普通股 及 可转换为股份的债务 来购买比特币的方式。</p><p>截至目前，该公司2025年股价累计下跌 41.8%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/db2a8dcf4d731a5633323b43f49bcdb8\" alt=\"\" title=\"\" tg-width=\"700\" tg-height=\"475\"/></p><p>与此同时，比特币在周二晚间上涨约 2%，逼近 12万美元，接近本月早些时候创下的历史高点 12.3万美元 以上。</p><p>周一，特朗普媒体股价曾上涨 3.1%，成交量达 2550万股，为日均成交量的三倍以上。此前，公司宣布其比特币持仓市值已达到 20亿美元，占其流动资产的约 三分之二。</p><p>这距离5月30日该公司宣布完成融资——通过发行新普通股与可转换债务筹集 超23亿美元，以创建比特币储备——不到两个月时间。</p><p>其他公司，最著名的如 MicroStrategy Inc.（代码：MSTR，简称“Strategy”），也在积极推进其比特币储备计划。这家软件公司自2020年以来就已将比特币作为其主要的国库资产，目前持有比特币总数超过 60万枚。</p><p>MicroStrategy的股价在2025年上涨了 47.2%，同期比特币上涨 28.1%，而标普500指数（SPX）则上涨 7.3%。</p><p>在加密货币业务相关的其他公司中，Coinbase Global Inc.（代码：COIN） 本周早些时候股价创下历史新高，2025年以来累计上涨 62.9%；而 Robinhood Markets Inc.（代码：HOOD） 的股价同样本周创下新高，年内涨幅达到惊人的 173.4%。</p><p>作为“网红股”始祖的 游戏零售商 GameStop Corp.（代码：GME） 也在试图追赶这一趋势。该公司于3月25日宣布董事会一致批准其投资政策更新，将比特币纳入国库资产，并在5月28日宣布首次购入比特币。</p><p>GameStop周二收盘价为 24.26美元，较3月宣布该比特币计划后当日收盘价 低14.5%。和特朗普媒体的投资者一样，GameStop的股东似乎也不满公司通过发行可转换债务融资购买比特币的做法。</p><p>截至目前，GameStop在2025年的股价已下跌 22.6%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/62625227dda86b75506ac7ab92947d33","relate_stocks":{"DJT":"特朗普媒体科技集团"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117355139","content_text":"特朗普媒体科技集团 （Trump Media & Technology Group Corp.）的股价周二上涨，创下六周新高——受比特币价格逼近历史高点影响，投资者越来越将这家社交媒体公司视作加密货币概念股。这家总部位于美国佛罗里达州萨拉索塔的公司（代码：DJT）运营特朗普的社交平台 Truth Social，近期成为最新一家宣布计划建立比特币储备金库的公司。其动机显而易见。华尔街与监管机构日益认可数字货币将在金融市场与日常生活中扮演更重要的角色。尽管特朗普媒体的股价仍处于数月下行趋势中，但其他与加密货币相关的公司却因比特币（代码：BTCUSD）飙升至历史高位而股价暴涨。特朗普媒体股价周二上涨 3.2%，收于 19.86美元，为自6月12日以来的最高收盘价。但这一价格仍较5月30日公司宣布比特币储备计划后的收盘价 21.33美元 下跌了 6.9%，而同期比特币已上涨约 15%。显然，投资者并不满意公司通过发行 约5600万股新普通股 及 可转换为股份的债务 来购买比特币的方式。截至目前，该公司2025年股价累计下跌 41.8%。与此同时，比特币在周二晚间上涨约 2%，逼近 12万美元，接近本月早些时候创下的历史高点 12.3万美元 以上。周一，特朗普媒体股价曾上涨 3.1%，成交量达 2550万股，为日均成交量的三倍以上。此前，公司宣布其比特币持仓市值已达到 20亿美元，占其流动资产的约 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[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454378121052376","repostId":"2549075594","repostType":2,"repost":{"id":"2549075594","kind":"news","pubTimestamp":1751953380,"share":"https://www.laohu8.com/m/news/2549075594?lang=&edition=full","pubTime":"2025-07-08 13:43","market":"fut","language":"zh","title":"通宵排队14小时，有人带枕头躺路边！迪士尼新品被疯抢","url":"https://stock-news.laohu8.com/highlight/detail?id=2549075594","media":"市场资讯","summary":"　　目前二手平台的价格基本都有所上涨，有商家一个原价179元的挂价溢价600多元。　　7月8日，迪士尼上新夏日单品“达菲和朋友们夏日海洋派对系列”，线下和线上同时售卖。据橙市互动，这几个迪士尼娃娃上线就秒没，有人0.3秒抢到三个！　　7月7日傍晚5点，地铁11号线上海迪士尼站附近，现场已经有二十来个人沿着栏杆在排队了。","content":"<html><body><div>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L italic\"><font cms-style=\"font-L italic\"><font cms-style=\"font-L italic\">北京商报</font></font></font></p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/41/w550h291/20250708/3c3f-c375f05fc7812c6110b5e35ae9a60d89.jpg\"/><span></span></div>\n<p cms-style=\"font-L\">　　目前二手平台的价格基本都有所上涨，有商家一个原价179元的挂价溢价600多元。</p>\n<p cms-style=\"font-L\">　　7月8日，<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>上新夏日单品“达菲和朋友们夏日海洋派对系列”，线下和线上同时售卖。据橙市互动，这几个迪士尼娃娃上线就秒没，有人0.3秒抢到三个！ </p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/88/w550h1138/20250708/2008-6e70752e8a769c86929a079981d9f893.jpg\"/><span></span></div>\n<p cms-style=\"font-L\">　　和线上与黄牛拼手速相比，选择夜排显然是一条辛苦得多的路。</p>\n<p cms-style=\"font-L\">　　7月7日傍晚5点，地铁11号线上海迪士尼站附近，现场已经有二十来个人沿着栏杆在排队了。</p>\n<p cms-style=\"font-L\">　　根据上海迪士尼度假区App上的信息，7月8日上海迪士尼乐园的开园时间为早上8点半，若持早享卡可以提早一小时入园。也就是说，从开始排队到入园，这些人在园外等待的时间约为14.5小时。据排队的网友称，黄牛会在原始价格的基础上，每套加价1500-3000元左右收货，再卖出。</p>\n<p cms-style=\"font-L\">　　7月8日0点，正在夜排的小欧在小红书发视频称：“（夜排）第一方阵满了。”从杭州来沪参加夜排的95后俊俊称，赶上了“百年难遇的盛况”，已经排了“几公里的长队”。网友火星梁用5倍速视频展示度假区西公交枢纽站到临近地铁站1号口位置的排队人流，可以看到路旁无缝衔接的夜排者。有人席地而坐，有人倚靠路边，还有人带了枕头躺下。更多网友的视频中，夜排者人头攒动，不少身着制服的安保人员正忙碌地维持秩序。</p>\n<p cms-style=\"font-L\">　　更多的人在感叹：“不懂，现在买个娃娃一定要排队十几个小时了吗？”有网友直呼太疯狂了。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/336/w550h586/20250708/605c-7ddf566172cd85e08d01cf6061a19df3.jpg\"/><span></span></div>\n<p cms-style=\"font-L\">　　懂行的人解释说：没办法，抽签的成功率并不是每小时平均的，据说越早去中签率越高。但并不是早去就一定能抽到购买资格。首发中签实属幸运，毕竟夜排抽到壁纸的人也不少……“像夏日新款玩偶需要抽签获取购买资格，越早入园，中签概率自然就能大一些。”</p>\n<p cms-style=\"font-L\">　　据了解，夏日海洋派对系列七宝的单个钥匙圈挂件的标价为179元，一套7个娃钥匙圈的总价是1253元，大一点的夏日七宝ss公仔标价是279元，一套总价是1953元。目前二手平台的价格基本都有所上涨，有商家一个原价179元的挂价溢价600多元。</p>\n<p cms-style=\"font-L\">　　7月8日凌晨1点30分，距离夏日新品正式发售还有好几个小时，记者在得物App看到，夏日海洋派对系列七宝的标价都已明显超出原价（原价为179元）。标价最高的是绿色小乌龟奥乐米拉挂件，单价1129元，是原价的6.3倍，达菲、雪莉玫和杰拉多尼挂件标价并列最低，为284元，也已超出原价105元。</p>\n<p cms-style=\"font-L italic\">　　编辑丨林琴   北京商报综合橙市互动、新闻晨报</p>\n<p cms-style=\"font-L italic\">　　图片丨电商平台截图、抖音网友视频截图</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：凌辰 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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>通宵排队14小时，有人带枕头躺路边！迪士尼新品被疯抢</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{ 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}\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通宵排队14小时，有人带枕头躺路边！迪士尼新品被疯抢\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-08 13:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2025-07-08/doc-infetuqn3460130.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京商报\n\n　　目前二手平台的价格基本都有所上涨，有商家一个原价179元的挂价溢价600多元。\n　　7月8日，迪士尼上新夏日单品“达菲和朋友们夏日海洋派对系列”，线下和线上同时售卖。据橙市互动，这几个迪士尼娃娃上线就秒没，有人0.3秒抢到三个！ \n\n　　和线上与黄牛拼手速相比，选择夜排显然是一条辛苦得多的路。\n　　7月7日傍晚5点，地铁11号线上海迪士尼站附近，现场已经有二十来个人沿着栏杆在排队了...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2025-07-08/doc-infetuqn3460130.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4561":"索罗斯持仓","SG9999015978.USD":"利安颠覆性创新基金A","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) 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Acc SGD","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4108":"电影和娱乐","BK4550":"红杉资本持仓","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK4588":"碎股","BK4507":"流媒体概念","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)"},"source_url":"https://finance.sina.com.cn/roll/2025-07-08/doc-infetuqn3460130.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2549075594","content_text":"北京商报\n\n　　目前二手平台的价格基本都有所上涨，有商家一个原价179元的挂价溢价600多元。\n　　7月8日，迪士尼上新夏日单品“达菲和朋友们夏日海洋派对系列”，线下和线上同时售卖。据橙市互动，这几个迪士尼娃娃上线就秒没，有人0.3秒抢到三个！ \n\n　　和线上与黄牛拼手速相比，选择夜排显然是一条辛苦得多的路。\n　　7月7日傍晚5点，地铁11号线上海迪士尼站附近，现场已经有二十来个人沿着栏杆在排队了。\n　　根据上海迪士尼度假区App上的信息，7月8日上海迪士尼乐园的开园时间为早上8点半，若持早享卡可以提早一小时入园。也就是说，从开始排队到入园，这些人在园外等待的时间约为14.5小时。据排队的网友称，黄牛会在原始价格的基础上，每套加价1500-3000元左右收货，再卖出。\n　　7月8日0点，正在夜排的小欧在小红书发视频称：“（夜排）第一方阵满了。”从杭州来沪参加夜排的95后俊俊称，赶上了“百年难遇的盛况”，已经排了“几公里的长队”。网友火星梁用5倍速视频展示度假区西公交枢纽站到临近地铁站1号口位置的排队人流，可以看到路旁无缝衔接的夜排者。有人席地而坐，有人倚靠路边，还有人带了枕头躺下。更多网友的视频中，夜排者人头攒动，不少身着制服的安保人员正忙碌地维持秩序。\n　　更多的人在感叹：“不懂，现在买个娃娃一定要排队十几个小时了吗？”有网友直呼太疯狂了。\n\n　　懂行的人解释说：没办法，抽签的成功率并不是每小时平均的，据说越早去中签率越高。但并不是早去就一定能抽到购买资格。首发中签实属幸运，毕竟夜排抽到壁纸的人也不少……“像夏日新款玩偶需要抽签获取购买资格，越早入园，中签概率自然就能大一些。”\n　　据了解，夏日海洋派对系列七宝的单个钥匙圈挂件的标价为179元，一套7个娃钥匙圈的总价是1253元，大一点的夏日七宝ss公仔标价是279元，一套总价是1953元。目前二手平台的价格基本都有所上涨，有商家一个原价179元的挂价溢价600多元。\n　　7月8日凌晨1点30分，距离夏日新品正式发售还有好几个小时，记者在得物App看到，夏日海洋派对系列七宝的标价都已明显超出原价（原价为179元）。标价最高的是绿色小乌龟奥乐米拉挂件，单价1129元，是原价的6.3倍，达菲、雪莉玫和杰拉多尼挂件标价并列最低，为284元，也已超出原价105元。\n　　编辑丨林琴   北京商报综合橙市互动、新闻晨报\n　　图片丨电商平台截图、抖音网友视频截图\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：凌辰","news_type":1,"symbols_score_info":{"DIS":1}},"isVote":1,"tweetType":1,"viewCount":1039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449921755845344,"gmtCreate":1750870431392,"gmtModify":1750870433090,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"htmlText":"典型的高开低走[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","listText":"典型的高开低走[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"典型的高开低走[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449921755845344","repostId":"2546245872","repostType":2,"repost":{"id":"2546245872","kind":"live","pubTimestamp":1750858710,"share":"https://www.laohu8.com/m/news/2546245872?lang=&edition=full","pubTime":"2025-06-25 21:38","market":"us","language":"zh","title":"纳指高开高走现涨超0.6%重新站上2万点大关逼近历史新高。","url":"https://stock-news.laohu8.com/highlight/detail?id=2546245872","media":"智通财经","summary":"纳指高开高走现涨超0.6%重新站上2万点大关逼近历史新高。","content":"<html><body><div>\n<div>\r\n                  纳指高开高走现涨超0.6%重新站上2万点大关逼近历史新高。                </div>\n</div></body></html>","source":"live_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>纳指高开高走现涨超0.6%重新站上2万点大关逼近历史新高。</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{ 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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纳指高开高走现涨超0.6%重新站上2万点大关逼近历史新高。\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-25 21:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>纳指高开高走现涨超0.6%重新站上2万点大关逼近历史新高。</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159659":"纳指","QQQ":"纳指100ETF","BK4585":"ETF&股票定投概念","BK1147":"投资银行业与经纪业","BK4534":"瑞士信贷持仓","NVIW.SI":"NVDA 3xLongSG261006","QLD":"纳指两倍做多ETF","USAW.SI":"AMZN 3xLongSG261006",".IXIC":"NASDAQ Composite","BK4593":"纳斯达克ETF","BK4550":"红杉资本持仓","BK4588":"碎股","TQQQ":"纳指三倍做多ETF","SQQQ":"纳指三倍做空ETF","QID":"纳指两倍做空ETF","USJW.SI":"ALPHAB 3xLongSG261006","BK4561":"索罗斯持仓","TSYW.SI":"TESLA 3xLongSG261006","BK4581":"高盛持仓","03086":"华夏纳指","PSQ":"纳指反向ETF"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2546245872","content_text":"纳指高开高走现涨超0.6%重新站上2万点大关逼近历史新高。","news_type":1,"symbols_score_info":{"159659":1,".IXIC":1,"03086":1,"MNQmain":0.6,"NQmain":1,"NVIW.SI":0.6,"PSQ":0.6,"QID":0.6,"QLD":0.6,"QQQ":1,"SQQQ":1,"TQQQ":1,"TSYW.SI":0.6,"USAW.SI":0.6,"USJW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":443126951153680,"gmtCreate":1749208015947,"gmtModify":1749208018125,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"htmlText":"扛不住就跑[开心]&nbsp; [开心]&nbsp; 跑晚了当小股东","listText":"扛不住就跑[开心]&nbsp; [开心]&nbsp; 跑晚了当小股东","text":"扛不住就跑[开心] [开心] 跑晚了当小股东","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/443126951153680","repostId":"1139715035","repostType":4,"repost":{"id":"1139715035","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":1749205399,"share":"https://www.laohu8.com/m/news/1139715035?lang=&edition=full","pubTime":"2025-06-06 18:23","market":"us","language":"zh","title":"马斯克与特朗普的争执对特斯拉股票意味着什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1139715035","media":"老虎资讯综合","summary":"美国总统特朗普与世界首富马斯克之间的争执在周四进入了新阶段——特斯拉也被卷入了这场纷争的余波之中。市场观察人士表示，马斯克与特朗普之间的不和给特斯拉带来了新的压力。AJ Bell的投资总监拉斯·莫尔德指出，去年马斯克与特朗普关系升温时，特斯拉股价曾获得提振。莫尔德将马斯克的口无遮拦称为特斯拉股东的“负担”，并暗示他作为公司掌舵人的地位最终可能会受到质疑。","content":"<html><head></head><body><p style=\"text-align: start;\">美国总统特朗普与世界首富马斯克之间的争执在周四进入了新阶段——特斯拉也被卷入了这场纷争的余波之中。</p><p style=\"text-align: start;\">这场始于马斯克公开抨击特朗普支出法案的争端，已演变成两人之间的全面争吵，特朗普威胁要撤销授予马斯克公司价值数十亿美元的美国政府合同。</p><p style=\"text-align: start;\">与此同时，马斯克声称，如果没有他在竞选活动中的出力，特朗普根本不可能赢得大选。他还表示，由于特朗普威胁削减资金，SpaceX将立即退役其龙飞船。</p><p style=\"text-align: start;\">随着这两位曾经关系友好（这种关系曾让马斯克在特朗普政府中获得职位）的人公开互相嘲讽，特斯拉的市值在周四蒸发了1520亿美元。这是特斯拉估值有史以来遭受的最大打击。</p><p style=\"text-align: start;\">该公司股价今年以来已缩水近30%，但在周五的盘前交易中上涨了5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/821d18d885a967641e3e4cd532ede1ed\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\"><strong>无视这场“孩童般的争吵”？</strong></p><p style=\"text-align: start;\">市场观察人士表示，马斯克与特朗普之间的不和给特斯拉带来了新的压力。特斯拉已经在应对汽车销量不佳的困境，并且鉴于马斯克的其他事业（包括SpaceX和xAI），外界对其领导公司的能力也提出了质疑。</p><p style=\"text-align: start;\">Strategy Asset Managers的首席执行官汤姆·胡利克周五表示，市场自然会产生担忧，因为“就像特朗普和马斯克现在这样，两个人互相掐架。”</p><p style=\"text-align: start;\">然而，他敦促投资者无视他称之为“孩童般的争吵”，并关注美国及其他地区的能源基础设施发展，以及公司在盈利、储蓄和投资方面的数据。</p><p style=\"text-align: start;\">“我们确实看到的积极信号多于消极信号，无论争吵发生在特朗普和马斯克之间，还是两个不同国家之间，我认为人们都会冷静下来，更理性的头脑将占据上风，”这位特斯拉多头表示。Strategy Asset Managers持有特斯拉股票。</p><p style=\"text-align: start;\">胡利克周五补充说，尽管鉴于媒体对马斯克的关注，这家电动汽车巨头承受着巨大压力，“但不可否认特斯拉在很多方面都是行业领导者。”</p><p style=\"text-align: start;\">“我认为这是暂时的，”他补充道。“特斯拉之后会发生什么……实际上取决于公司的盈利前景。我认为长远来看，电动汽车行业和特斯拉蕴含着非常多的积极因素。我们不会关注这种短期压力。”</p><p style=\"text-align: start;\">ING Research专注于运输、物流和汽车行业的高级经济学家里科·卢曼周五认为，马斯克的政治生涯“对特斯拉没有任何好处”——他与特朗普争吵的升级只会加剧这种影响。</p><p style=\"text-align: start;\">“特斯拉的市场价值很大程度上建立在对未来增长的预期之上（不仅是销量增长，还包括软件自动驾驶以及机器人化等邻近领域），”他在一封电子邮件中解释道，并指出由于生产和交付数据令人失望，股价已经承压。</p><p style=\"text-align: start;\">特斯拉在四月份公布第一季度财报时，营收和盈利均未达到预期，汽车收入同比下降20%。然而，卢曼认为，“全球电动汽车需求放缓只是故事的一部分。”</p><p style=\"text-align: start;\">“该公司在全球三大区域板块（包括美国）都遭遇了逆风，”他认为。“为了实现其增长雄心，它需要在其本土和最重要的市场美国获得监管上的通融。与政府关系恶化可能会对此产生负面影响。市场似乎正在计入更高的监管风险。”</p><p style=\"text-align: start;\"><strong>特斯拉股东陷入“战区”</strong></p><p style=\"text-align: start;\">在周四的一份报告中，长期看好特斯拉的投行Wedbush分析师丹·艾夫斯也将马斯克与特朗普关系的恶化比作“高中朋友之间的争吵”。</p><p style=\"text-align: start;\">“这种情况……必须在马斯克和特朗普之间开始平息，这对双方都没有好处，”他说。“这场争吵不会改变我们对特斯拉和自动驾驶前景的看涨观点，但显然给未来特朗普的监管框架添了乱。这是又一个《阴阳魔界》时刻（指离奇诡异的情况）。”</p><p style=\"text-align: start;\">AJ Bell的投资总监拉斯·莫尔德指出，去年马斯克与特朗普关系升温时，特斯拉股价曾获得提振。</p><p style=\"text-align: start;\">“投资者认为马斯克——因此特斯拉也会顺带受益——将获得特殊待遇，”他在周五早间的一份报告中写道。</p><p style=\"text-align: start;\">然而，莫尔德补充说，特朗普现在似乎致力于给马斯克的生活制造困难。“特斯拉股东被困在“战区”中间，因为无论马斯克发生什么，都将成为这家汽车公司股价的代理。”</p><p style=\"text-align: start;\">莫尔德将马斯克的口无遮拦称为特斯拉股东的“负担”，并暗示他作为公司掌舵人的地位最终可能会受到质疑。</p><p style=\"text-align: start;\">“马斯克最近承诺至少再担任五年CEO，但如果他无法克制自己在公众舞台上煽风点火的行为，特斯拉董事会可能不得不认真长远地考虑他在公司的未来，”他说。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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马斯克与特朗普的争执对特斯拉股票意味着什么？\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\">2025-06-06 18:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">美国总统特朗普与世界首富马斯克之间的争执在周四进入了新阶段——特斯拉也被卷入了这场纷争的余波之中。</p><p style=\"text-align: start;\">这场始于马斯克公开抨击特朗普支出法案的争端，已演变成两人之间的全面争吵，特朗普威胁要撤销授予马斯克公司价值数十亿美元的美国政府合同。</p><p style=\"text-align: start;\">与此同时，马斯克声称，如果没有他在竞选活动中的出力，特朗普根本不可能赢得大选。他还表示，由于特朗普威胁削减资金，SpaceX将立即退役其龙飞船。</p><p style=\"text-align: start;\">随着这两位曾经关系友好（这种关系曾让马斯克在特朗普政府中获得职位）的人公开互相嘲讽，特斯拉的市值在周四蒸发了1520亿美元。这是特斯拉估值有史以来遭受的最大打击。</p><p style=\"text-align: start;\">该公司股价今年以来已缩水近30%，但在周五的盘前交易中上涨了5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/821d18d885a967641e3e4cd532ede1ed\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\"><strong>无视这场“孩童般的争吵”？</strong></p><p style=\"text-align: start;\">市场观察人士表示，马斯克与特朗普之间的不和给特斯拉带来了新的压力。特斯拉已经在应对汽车销量不佳的困境，并且鉴于马斯克的其他事业（包括SpaceX和xAI），外界对其领导公司的能力也提出了质疑。</p><p style=\"text-align: start;\">Strategy Asset Managers的首席执行官汤姆·胡利克周五表示，市场自然会产生担忧，因为“就像特朗普和马斯克现在这样，两个人互相掐架。”</p><p style=\"text-align: start;\">然而，他敦促投资者无视他称之为“孩童般的争吵”，并关注美国及其他地区的能源基础设施发展，以及公司在盈利、储蓄和投资方面的数据。</p><p style=\"text-align: start;\">“我们确实看到的积极信号多于消极信号，无论争吵发生在特朗普和马斯克之间，还是两个不同国家之间，我认为人们都会冷静下来，更理性的头脑将占据上风，”这位特斯拉多头表示。Strategy Asset Managers持有特斯拉股票。</p><p style=\"text-align: start;\">胡利克周五补充说，尽管鉴于媒体对马斯克的关注，这家电动汽车巨头承受着巨大压力，“但不可否认特斯拉在很多方面都是行业领导者。”</p><p style=\"text-align: start;\">“我认为这是暂时的，”他补充道。“特斯拉之后会发生什么……实际上取决于公司的盈利前景。我认为长远来看，电动汽车行业和特斯拉蕴含着非常多的积极因素。我们不会关注这种短期压力。”</p><p style=\"text-align: start;\">ING Research专注于运输、物流和汽车行业的高级经济学家里科·卢曼周五认为，马斯克的政治生涯“对特斯拉没有任何好处”——他与特朗普争吵的升级只会加剧这种影响。</p><p style=\"text-align: start;\">“特斯拉的市场价值很大程度上建立在对未来增长的预期之上（不仅是销量增长，还包括软件自动驾驶以及机器人化等邻近领域），”他在一封电子邮件中解释道，并指出由于生产和交付数据令人失望，股价已经承压。</p><p style=\"text-align: start;\">特斯拉在四月份公布第一季度财报时，营收和盈利均未达到预期，汽车收入同比下降20%。然而，卢曼认为，“全球电动汽车需求放缓只是故事的一部分。”</p><p style=\"text-align: start;\">“该公司在全球三大区域板块（包括美国）都遭遇了逆风，”他认为。“为了实现其增长雄心，它需要在其本土和最重要的市场美国获得监管上的通融。与政府关系恶化可能会对此产生负面影响。市场似乎正在计入更高的监管风险。”</p><p style=\"text-align: start;\"><strong>特斯拉股东陷入“战区”</strong></p><p style=\"text-align: start;\">在周四的一份报告中，长期看好特斯拉的投行Wedbush分析师丹·艾夫斯也将马斯克与特朗普关系的恶化比作“高中朋友之间的争吵”。</p><p style=\"text-align: start;\">“这种情况……必须在马斯克和特朗普之间开始平息，这对双方都没有好处，”他说。“这场争吵不会改变我们对特斯拉和自动驾驶前景的看涨观点，但显然给未来特朗普的监管框架添了乱。这是又一个《阴阳魔界》时刻（指离奇诡异的情况）。”</p><p style=\"text-align: start;\">AJ Bell的投资总监拉斯·莫尔德指出，去年马斯克与特朗普关系升温时，特斯拉股价曾获得提振。</p><p style=\"text-align: start;\">“投资者认为马斯克——因此特斯拉也会顺带受益——将获得特殊待遇，”他在周五早间的一份报告中写道。</p><p style=\"text-align: start;\">然而，莫尔德补充说，特朗普现在似乎致力于给马斯克的生活制造困难。“特斯拉股东被困在“战区”中间，因为无论马斯克发生什么，都将成为这家汽车公司股价的代理。”</p><p style=\"text-align: start;\">莫尔德将马斯克的口无遮拦称为特斯拉股东的“负担”，并暗示他作为公司掌舵人的地位最终可能会受到质疑。</p><p style=\"text-align: start;\">“马斯克最近承诺至少再担任五年CEO，但如果他无法克制自己在公众舞台上煽风点火的行为，特斯拉董事会可能不得不认真长远地考虑他在公司的未来，”他说。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/7d66b78d82be43211e6e951c438f765d","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139715035","content_text":"美国总统特朗普与世界首富马斯克之间的争执在周四进入了新阶段——特斯拉也被卷入了这场纷争的余波之中。这场始于马斯克公开抨击特朗普支出法案的争端，已演变成两人之间的全面争吵，特朗普威胁要撤销授予马斯克公司价值数十亿美元的美国政府合同。与此同时，马斯克声称，如果没有他在竞选活动中的出力，特朗普根本不可能赢得大选。他还表示，由于特朗普威胁削减资金，SpaceX将立即退役其龙飞船。随着这两位曾经关系友好（这种关系曾让马斯克在特朗普政府中获得职位）的人公开互相嘲讽，特斯拉的市值在周四蒸发了1520亿美元。这是特斯拉估值有史以来遭受的最大打击。该公司股价今年以来已缩水近30%，但在周五的盘前交易中上涨了5%。无视这场“孩童般的争吵”？市场观察人士表示，马斯克与特朗普之间的不和给特斯拉带来了新的压力。特斯拉已经在应对汽车销量不佳的困境，并且鉴于马斯克的其他事业（包括SpaceX和xAI），外界对其领导公司的能力也提出了质疑。Strategy Asset Managers的首席执行官汤姆·胡利克周五表示，市场自然会产生担忧，因为“就像特朗普和马斯克现在这样，两个人互相掐架。”然而，他敦促投资者无视他称之为“孩童般的争吵”，并关注美国及其他地区的能源基础设施发展，以及公司在盈利、储蓄和投资方面的数据。“我们确实看到的积极信号多于消极信号，无论争吵发生在特朗普和马斯克之间，还是两个不同国家之间，我认为人们都会冷静下来，更理性的头脑将占据上风，”这位特斯拉多头表示。Strategy Asset Managers持有特斯拉股票。胡利克周五补充说，尽管鉴于媒体对马斯克的关注，这家电动汽车巨头承受着巨大压力，“但不可否认特斯拉在很多方面都是行业领导者。”“我认为这是暂时的，”他补充道。“特斯拉之后会发生什么……实际上取决于公司的盈利前景。我认为长远来看，电动汽车行业和特斯拉蕴含着非常多的积极因素。我们不会关注这种短期压力。”ING Research专注于运输、物流和汽车行业的高级经济学家里科·卢曼周五认为，马斯克的政治生涯“对特斯拉没有任何好处”——他与特朗普争吵的升级只会加剧这种影响。“特斯拉的市场价值很大程度上建立在对未来增长的预期之上（不仅是销量增长，还包括软件自动驾驶以及机器人化等邻近领域），”他在一封电子邮件中解释道，并指出由于生产和交付数据令人失望，股价已经承压。特斯拉在四月份公布第一季度财报时，营收和盈利均未达到预期，汽车收入同比下降20%。然而，卢曼认为，“全球电动汽车需求放缓只是故事的一部分。”“该公司在全球三大区域板块（包括美国）都遭遇了逆风，”他认为。“为了实现其增长雄心，它需要在其本土和最重要的市场美国获得监管上的通融。与政府关系恶化可能会对此产生负面影响。市场似乎正在计入更高的监管风险。”特斯拉股东陷入“战区”在周四的一份报告中，长期看好特斯拉的投行Wedbush分析师丹·艾夫斯也将马斯克与特朗普关系的恶化比作“高中朋友之间的争吵”。“这种情况……必须在马斯克和特朗普之间开始平息，这对双方都没有好处，”他说。“这场争吵不会改变我们对特斯拉和自动驾驶前景的看涨观点，但显然给未来特朗普的监管框架添了乱。这是又一个《阴阳魔界》时刻（指离奇诡异的情况）。”AJ Bell的投资总监拉斯·莫尔德指出，去年马斯克与特朗普关系升温时，特斯拉股价曾获得提振。“投资者认为马斯克——因此特斯拉也会顺带受益——将获得特殊待遇，”他在周五早间的一份报告中写道。然而，莫尔德补充说，特朗普现在似乎致力于给马斯克的生活制造困难。“特斯拉股东被困在“战区”中间，因为无论马斯克发生什么，都将成为这家汽车公司股价的代理。”莫尔德将马斯克的口无遮拦称为特斯拉股东的“负担”，并暗示他作为公司掌舵人的地位最终可能会受到质疑。“马斯克最近承诺至少再担任五年CEO，但如果他无法克制自己在公众舞台上煽风点火的行为，特斯拉董事会可能不得不认真长远地考虑他在公司的未来，”他说。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440263261659432,"gmtCreate":1748524469376,"gmtModify":1748524470699,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"htmlText":"倒退开始了[强]&nbsp; [强]&nbsp;&nbsp;","listText":"倒退开始了[强]&nbsp; [强]&nbsp;&nbsp;","text":"倒退开始了[强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440263261659432","repostId":"1126596451","repostType":4,"repost":{"id":"1126596451","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":1748521822,"share":"https://www.laohu8.com/m/news/1126596451?lang=&edition=full","pubTime":"2025-05-29 20:30","market":"us","language":"zh","title":"美国一季度GDP增速小幅上修至-0.2%，个人支出增速从1.8%下调至1.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1126596451","media":"老虎资讯综合","summary":"美国第一季度实际GDP年化季率修正值为-0.2%，预期为-0.3%，前值为-0.3%","content":"<html><head></head><body><p>最新公布的数据显示，受消费支出走弱及进口规模超预期影响，美国今年年初经济出现萎缩。一季度GDP按年率计算下降0.2%，较初值0.3%的降幅略有收窄。</p><p>作为经济增长的主要引擎，消费者支出仅增长1.2%，低于初估的1.8%。净出口对GDP的拖累达4.9个百分点，较首次预测略有扩大。GDP数据的小幅上修得益于商业投资增强和库存积累增加。</p><p>展望未来，预测者普遍预计二季度GDP将反弹，原因在于更高的关税会抑制进口，而已进口的商品将形成更大库存，推动增长数据回升。</p><p>除此之外，经济学家和政策制定者将密切关注特朗普政策（包括贸易、移民和税收政策）对未来消费和商业支出的影响。</p><p>PCE物价指数年化季率修正值 3.6%，前值3.6%；核心PCE物价指数年化季率修正值 3.4%，预期3.5%，前值3.50%；核心PCE物价指数年率修正值 2.8%，前值2.8%。</p><p>此外，美国至5月24日当周初请失业金人数 24万人，预期23万人，前值由22.7万人修正为22.6万人，这表明随着劳动力市场环境持续宽松，5月失业率或已上升。</p><p>尽管疫情期间及之后企业因招工难而倾向于保留员工，<strong>但特朗普政府激进的贸易政策引发经济不确定性，导致裁员现象增加，企业难以制定长期规划</strong>。</p><p>此前美国银行研究所报告显示，2月至4月期间，领取失业救济的高收入家庭数量同比大幅增加，4月中低收入家庭申领人数同比亦显著上升。</p><p>经济学家预计，受季节性波动数据调整难度影响，<strong>6月初请人数可能突破今年20.5万至24.3万的区间</strong>，但这一趋势与近年相似，未必反映劳动力市场状况的实质性转变。</p><p>美联储今晨的会议纪要显示，尽管决策者认为劳动力市场总体平衡，但“评估认为未来几个月劳动力市场存在走弱风险”，并指出就业前景“存在相当大的不确定性”，其结果“在很大程度上取决于贸易政策及其他政府政策的演变”。</p><p>财经网站Forexlive分析师表示，今日的初请数据持续显示劳动力市场稳定，无需担忧。持续申领失业救济人数数据与非农就业报告调查周相关，且刚刚创下周期新高，这可能导致失业率上升。</p><p>数据发布后，美国国债缩小跌幅，彭博美元即期指数跌至盘中低点。</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>美国一季度GDP增速小幅上修至-0.2%，个人支出增速从1.8%下调至1.2%</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美国一季度GDP增速小幅上修至-0.2%，个人支出增速从1.8%下调至1.2%\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\">2025-05-29 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>最新公布的数据显示，受消费支出走弱及进口规模超预期影响，美国今年年初经济出现萎缩。一季度GDP按年率计算下降0.2%，较初值0.3%的降幅略有收窄。</p><p>作为经济增长的主要引擎，消费者支出仅增长1.2%，低于初估的1.8%。净出口对GDP的拖累达4.9个百分点，较首次预测略有扩大。GDP数据的小幅上修得益于商业投资增强和库存积累增加。</p><p>展望未来，预测者普遍预计二季度GDP将反弹，原因在于更高的关税会抑制进口，而已进口的商品将形成更大库存，推动增长数据回升。</p><p>除此之外，经济学家和政策制定者将密切关注特朗普政策（包括贸易、移民和税收政策）对未来消费和商业支出的影响。</p><p>PCE物价指数年化季率修正值 3.6%，前值3.6%；核心PCE物价指数年化季率修正值 3.4%，预期3.5%，前值3.50%；核心PCE物价指数年率修正值 2.8%，前值2.8%。</p><p>此外，美国至5月24日当周初请失业金人数 24万人，预期23万人，前值由22.7万人修正为22.6万人，这表明随着劳动力市场环境持续宽松，5月失业率或已上升。</p><p>尽管疫情期间及之后企业因招工难而倾向于保留员工，<strong>但特朗普政府激进的贸易政策引发经济不确定性，导致裁员现象增加，企业难以制定长期规划</strong>。</p><p>此前美国银行研究所报告显示，2月至4月期间，领取失业救济的高收入家庭数量同比大幅增加，4月中低收入家庭申领人数同比亦显著上升。</p><p>经济学家预计，受季节性波动数据调整难度影响，<strong>6月初请人数可能突破今年20.5万至24.3万的区间</strong>，但这一趋势与近年相似，未必反映劳动力市场状况的实质性转变。</p><p>美联储今晨的会议纪要显示，尽管决策者认为劳动力市场总体平衡，但“评估认为未来几个月劳动力市场存在走弱风险”，并指出就业前景“存在相当大的不确定性”，其结果“在很大程度上取决于贸易政策及其他政府政策的演变”。</p><p>财经网站Forexlive分析师表示，今日的初请数据持续显示劳动力市场稳定，无需担忧。持续申领失业救济人数数据与非农就业报告调查周相关，且刚刚创下周期新高，这可能导致失业率上升。</p><p>数据发布后，美国国债缩小跌幅，彭博美元即期指数跌至盘中低点。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cadcfb88697d09bb90cb85e829df2277","relate_stocks":{"QQQ":"纳指100ETF","TQQQ":"纳指三倍做多ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF","SQQQ":"纳指三倍做空ETF",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126596451","content_text":"最新公布的数据显示，受消费支出走弱及进口规模超预期影响，美国今年年初经济出现萎缩。一季度GDP按年率计算下降0.2%，较初值0.3%的降幅略有收窄。作为经济增长的主要引擎，消费者支出仅增长1.2%，低于初估的1.8%。净出口对GDP的拖累达4.9个百分点，较首次预测略有扩大。GDP数据的小幅上修得益于商业投资增强和库存积累增加。展望未来，预测者普遍预计二季度GDP将反弹，原因在于更高的关税会抑制进口，而已进口的商品将形成更大库存，推动增长数据回升。除此之外，经济学家和政策制定者将密切关注特朗普政策（包括贸易、移民和税收政策）对未来消费和商业支出的影响。PCE物价指数年化季率修正值 3.6%，前值3.6%；核心PCE物价指数年化季率修正值 3.4%，预期3.5%，前值3.50%；核心PCE物价指数年率修正值 2.8%，前值2.8%。此外，美国至5月24日当周初请失业金人数 24万人，预期23万人，前值由22.7万人修正为22.6万人，这表明随着劳动力市场环境持续宽松，5月失业率或已上升。尽管疫情期间及之后企业因招工难而倾向于保留员工，但特朗普政府激进的贸易政策引发经济不确定性，导致裁员现象增加，企业难以制定长期规划。此前美国银行研究所报告显示，2月至4月期间，领取失业救济的高收入家庭数量同比大幅增加，4月中低收入家庭申领人数同比亦显著上升。经济学家预计，受季节性波动数据调整难度影响，6月初请人数可能突破今年20.5万至24.3万的区间，但这一趋势与近年相似，未必反映劳动力市场状况的实质性转变。美联储今晨的会议纪要显示，尽管决策者认为劳动力市场总体平衡，但“评估认为未来几个月劳动力市场存在走弱风险”，并指出就业前景“存在相当大的不确定性”，其结果“在很大程度上取决于贸易政策及其他政府政策的演变”。财经网站Forexlive分析师表示，今日的初请数据持续显示劳动力市场稳定，无需担忧。持续申领失业救济人数数据与非农就业报告调查周相关，且刚刚创下周期新高，这可能导致失业率上升。数据发布后，美国国债缩小跌幅，彭博美元即期指数跌至盘中低点。","news_type":1,"symbols_score_info":{".DJI":1,".IXIC":1,".SPX":1,"ESmain":1,"NQmain":1,"QQQ":1,"SPY":1,"SQQQ":1,"TQQQ":1,"YMmain":1}},"isVote":1,"tweetType":1,"viewCount":1214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439640643584904,"gmtCreate":1748362782775,"gmtModify":1748364746564,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"htmlText":"<a 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13:55","market":"sh","language":"zh","title":"刚刚，利好突袭！A50直拉，影响有多大？","url":"https://stock-news.laohu8.com/highlight/detail?id=1177534053","media":"券商中国","summary":"赵成峰表示，国家发展改革委将继续持续推进城市更新各项工作，加大中央投资支持力度。目前国家发展改革委正在组织计划申报和项目评审等工作，将于今年的6月底前下达2025年城市更新专项中央预算内投资计划。秦海翔表示，将深入贯彻落实《意见》部署要求，推动基础设施建设改造任务落实落细。","content":"<html><head></head><body><p>投资引擎正在启动！</p><p>午间开盘，富时中国A50指数期货、MSCI中国A50互联互通指数期货均涨超1%。</p><p>今天上午，住房城乡建设部副部长秦海翔就《关于持续推进城市更新行动的意见》进行了详细介绍。国家发展改革委固定资产投资司负责人赵成峰在国新办发布会上表示，国家发展改革委将继续持续推进城市更新各项工作，加大中央投资支持力度。将于今年的6月底前下达2025年城市更新专项中央预算内投资计划。金融监管总局统计与风险监测司司长廖媛媛也在国新办发布会上表示，将研究出台专门的城市更新项目贷款管理办法。</p><p>中信证券认为，《意见》进一步证明了大拆大建不可取，城市核心区域的城市更新有机推进，机会可能远大于远郊区的新城建设。把握这些业务机会，就需要企业具备因地制宜打造精品的能力、深耕城市沟通规划的能力、改造升级运营提效的能力和出表资产推动REITs上市的能力。</p><p>那么，就股市而言，机会又集中在哪里呢？</p><p><strong>利好来袭</strong></p><p>今天上午10时，国务院新闻办举行新闻发布会，住房城乡建设部、国家发展改革委、财政部、自然资源部、金融监管总局有关负责人将介绍推进城市更新行动有关情况，并回答记者提问。</p><p>赵成峰表示，国家发展改革委将继续持续推进城市更新各项工作，加大中央投资支持力度。今年中央预算内投资专门设立城市更新的专项，支持城市更新相关的公益性基础设施和公共服务设施建设，在支持城镇老旧小区改造、城中村改造等项目的基础上，扩围支持城市危旧住房、老旧街区、老旧厂区转型提质等工程。目前国家发展改革委正在组织计划申报和项目评审等工作，将于今年的6月底前下达2025年城市更新专项中央预算内投资计划。</p><p>他还表示，在“两重”建设超长期特别国债的资金安排中，将继续对城市地下管网设施建设、改造项目给予支持。用好地方政府专项债券，继续支持符合条件的城市更新项目建设。充分发挥政府和社会资本合作（PPP）新机制，基础设施领域不动产投资信托基金（REITs）的作用。</p><p>廖媛媛在会上表示，金融监管总局将指导金融机构深入理解城市更新行动的内在逻辑，准确把握新特点新要求，按照依法合规、风险可控、商业可持续的原则，积极为城市更新行动提供丰富多样、量身定制的金融产品和金融服务，满足不同主体、不同项目、不同阶段、不同环节的金融需求。</p><p>秦海翔表示，将深入贯彻落实《意见》部署要求，推动基础设施建设改造任务落实落细。</p><p>一是继续抓好“里子”工程，持续推进城市燃气、供水、污水、排水、供热等地下管网的升级改造，因地制宜建设地下综合管廊。</p><p>二是持续提升城市的安全韧性，实施城市排水防涝提升工程，推进城镇燃气的安全整治，加快推进城市生命线安全工程建设，对城市市政设施进行实时监测、动态预警、有效处置，切实消除安全隐患。</p><p>三是加快推进新型城市基础设施建设，运用信息化、数字化手段，提升基础设施的智慧化水平，加快完善基础设施建设运维的长效管理制度，探索城市建设运营投融资新模式，不断提升城市基础设施建设和管理服务水平。</p><p><strong>影响多大？</strong></p><p>此次发布会释放的信号其实是此前中共中央办公厅、国务院办公厅发布《关于持续推进城市更新行动意见》的延续。</p><p>上述文件提出了2030年城市更新行动取得重要进展的目标，要求城市更新全过程坚持系统观念、发挥规划导向、统筹发展和安全、坚持因地制宜量力而行，并从用地政策、房屋使用全生命周期安全管理制度、投融资方式等方面强化支撑保障机制。</p><p>中信证券认为，《意见》在大力实施城市更新，促进城市结构优化、功能完善、文脉赓续、品质提升，提高居民生活质量等方面与历史文件一脉相承，且相比历史政策更聚焦存量优化。预计城市更新工作的持续开展将为产业链带来新的投资机会。</p><p>值得注意的是，《意见》并未将城市更新和大拆大建划上等号，而是反复强调“保护”，严禁以危险住房名义违法违规拆除改造历史文化街区、传统村落、文物和历史建筑；要保护传统风貌；做好历史文化风貌保护前期工作，不搞大拆大建等。因此中信证券认为，未来的城市更新工作，和历史上大规模的新城建设完全不同。存量街区和存量建筑的改造，新建一些小面积的单体建筑，整体提升街区风貌，是本轮城市更新的主要内容。在告别了大拆大建之后，存量建筑的功能用途改变将更为便利，这反过来十分有利于擅长运营提效的企业。</p><p>《意见》提到完善市场化投融资模式，吸引社会资本参与城市更新，推动符合条件的项目发行基础设施REITs和资产证券化产品。《意见》要求，推动土地混合开发利用和用途依法合理转换，盘活利用低效用地，优化零星用地集中改造、容积率转移或奖励政策。有利于一些深耕当地的发展商，获得一批规模小、位置好、用途多元的土地，考验企业的精品开发能力，也为企业的可持续发展提供了新的舞台。</p><p>中信证券认为，城市更新也给物业服务行业提供了新的发展机会。一些高楼龄项目的养护运维可能获得新的政策支持，一些老旧小区的配套设施可能借政策东风而得到优化。政策也非常有利于商管类公司的发展。</p><p>银河证券认为，城市更新八项任务基本涉及到了城市建设的方方面面，不仅仅是针对房地产建设，还包含了相关基础设施和功能服务建设。建设投资规模方面，主要还是城中村、老旧小区改造、地下管网改造三方面投资额较大。而年内具体能够带动多少投资规模，可以从资金端进行跟踪观测。此外，危房改造方面，提及加快拆除改造D级危险住房，虽然对此未有公开数据。但可从过往中央和地方预算中用于危房改造支出进行大致推算。过去支出规模较大时主要集中在2015-2019年棚改期间，最高合计支出536亿元/每年，此后开始逐步降低，截至2022年合计支出93亿元。在上一轮棚改后实际待拆D级危房数量较少，目前每年投资规模或在500亿元以下。</p><p>下一步，可以期待的增量政策或是政策性金融工具，例如通过PSL向政策性银行提供资金用于扩围基础设施基金，用作项目资本金。从信用传导路径来看，往往是财政、政策性金融、商业金融逐步扩围。因此，在当前存量政策基础上，如后续看到新增政策性工具出台及商业银行大规模参与，则投资规模预期相应提升。</p></body></html>","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n刚刚，利好突袭！A50直拉，影响有多大？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2025-05-20 13:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>投资引擎正在启动！</p><p>午间开盘，富时中国A50指数期货、MSCI中国A50互联互通指数期货均涨超1%。</p><p>今天上午，住房城乡建设部副部长秦海翔就《关于持续推进城市更新行动的意见》进行了详细介绍。国家发展改革委固定资产投资司负责人赵成峰在国新办发布会上表示，国家发展改革委将继续持续推进城市更新各项工作，加大中央投资支持力度。将于今年的6月底前下达2025年城市更新专项中央预算内投资计划。金融监管总局统计与风险监测司司长廖媛媛也在国新办发布会上表示，将研究出台专门的城市更新项目贷款管理办法。</p><p>中信证券认为，《意见》进一步证明了大拆大建不可取，城市核心区域的城市更新有机推进，机会可能远大于远郊区的新城建设。把握这些业务机会，就需要企业具备因地制宜打造精品的能力、深耕城市沟通规划的能力、改造升级运营提效的能力和出表资产推动REITs上市的能力。</p><p>那么，就股市而言，机会又集中在哪里呢？</p><p><strong>利好来袭</strong></p><p>今天上午10时，国务院新闻办举行新闻发布会，住房城乡建设部、国家发展改革委、财政部、自然资源部、金融监管总局有关负责人将介绍推进城市更新行动有关情况，并回答记者提问。</p><p>赵成峰表示，国家发展改革委将继续持续推进城市更新各项工作，加大中央投资支持力度。今年中央预算内投资专门设立城市更新的专项，支持城市更新相关的公益性基础设施和公共服务设施建设，在支持城镇老旧小区改造、城中村改造等项目的基础上，扩围支持城市危旧住房、老旧街区、老旧厂区转型提质等工程。目前国家发展改革委正在组织计划申报和项目评审等工作，将于今年的6月底前下达2025年城市更新专项中央预算内投资计划。</p><p>他还表示，在“两重”建设超长期特别国债的资金安排中，将继续对城市地下管网设施建设、改造项目给予支持。用好地方政府专项债券，继续支持符合条件的城市更新项目建设。充分发挥政府和社会资本合作（PPP）新机制，基础设施领域不动产投资信托基金（REITs）的作用。</p><p>廖媛媛在会上表示，金融监管总局将指导金融机构深入理解城市更新行动的内在逻辑，准确把握新特点新要求，按照依法合规、风险可控、商业可持续的原则，积极为城市更新行动提供丰富多样、量身定制的金融产品和金融服务，满足不同主体、不同项目、不同阶段、不同环节的金融需求。</p><p>秦海翔表示，将深入贯彻落实《意见》部署要求，推动基础设施建设改造任务落实落细。</p><p>一是继续抓好“里子”工程，持续推进城市燃气、供水、污水、排水、供热等地下管网的升级改造，因地制宜建设地下综合管廊。</p><p>二是持续提升城市的安全韧性，实施城市排水防涝提升工程，推进城镇燃气的安全整治，加快推进城市生命线安全工程建设，对城市市政设施进行实时监测、动态预警、有效处置，切实消除安全隐患。</p><p>三是加快推进新型城市基础设施建设，运用信息化、数字化手段，提升基础设施的智慧化水平，加快完善基础设施建设运维的长效管理制度，探索城市建设运营投融资新模式，不断提升城市基础设施建设和管理服务水平。</p><p><strong>影响多大？</strong></p><p>此次发布会释放的信号其实是此前中共中央办公厅、国务院办公厅发布《关于持续推进城市更新行动意见》的延续。</p><p>上述文件提出了2030年城市更新行动取得重要进展的目标，要求城市更新全过程坚持系统观念、发挥规划导向、统筹发展和安全、坚持因地制宜量力而行，并从用地政策、房屋使用全生命周期安全管理制度、投融资方式等方面强化支撑保障机制。</p><p>中信证券认为，《意见》在大力实施城市更新，促进城市结构优化、功能完善、文脉赓续、品质提升，提高居民生活质量等方面与历史文件一脉相承，且相比历史政策更聚焦存量优化。预计城市更新工作的持续开展将为产业链带来新的投资机会。</p><p>值得注意的是，《意见》并未将城市更新和大拆大建划上等号，而是反复强调“保护”，严禁以危险住房名义违法违规拆除改造历史文化街区、传统村落、文物和历史建筑；要保护传统风貌；做好历史文化风貌保护前期工作，不搞大拆大建等。因此中信证券认为，未来的城市更新工作，和历史上大规模的新城建设完全不同。存量街区和存量建筑的改造，新建一些小面积的单体建筑，整体提升街区风貌，是本轮城市更新的主要内容。在告别了大拆大建之后，存量建筑的功能用途改变将更为便利，这反过来十分有利于擅长运营提效的企业。</p><p>《意见》提到完善市场化投融资模式，吸引社会资本参与城市更新，推动符合条件的项目发行基础设施REITs和资产证券化产品。《意见》要求，推动土地混合开发利用和用途依法合理转换，盘活利用低效用地，优化零星用地集中改造、容积率转移或奖励政策。有利于一些深耕当地的发展商，获得一批规模小、位置好、用途多元的土地，考验企业的精品开发能力，也为企业的可持续发展提供了新的舞台。</p><p>中信证券认为，城市更新也给物业服务行业提供了新的发展机会。一些高楼龄项目的养护运维可能获得新的政策支持，一些老旧小区的配套设施可能借政策东风而得到优化。政策也非常有利于商管类公司的发展。</p><p>银河证券认为，城市更新八项任务基本涉及到了城市建设的方方面面，不仅仅是针对房地产建设，还包含了相关基础设施和功能服务建设。建设投资规模方面，主要还是城中村、老旧小区改造、地下管网改造三方面投资额较大。而年内具体能够带动多少投资规模，可以从资金端进行跟踪观测。此外，危房改造方面，提及加快拆除改造D级危险住房，虽然对此未有公开数据。但可从过往中央和地方预算中用于危房改造支出进行大致推算。过去支出规模较大时主要集中在2015-2019年棚改期间，最高合计支出536亿元/每年，此后开始逐步降低，截至2022年合计支出93亿元。在上一轮棚改后实际待拆D级危房数量较少，目前每年投资规模或在500亿元以下。</p><p>下一步，可以期待的增量政策或是政策性金融工具，例如通过PSL向政策性银行提供资金用于扩围基础设施基金，用作项目资本金。从信用传导路径来看，往往是财政、政策性金融、商业金融逐步扩围。因此，在当前存量政策基础上，如后续看到新增政策性工具出台及商业银行大规模参与，则投资规模预期相应提升。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b72c7a49848a200043090f96ed32f108","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177534053","content_text":"投资引擎正在启动！午间开盘，富时中国A50指数期货、MSCI中国A50互联互通指数期货均涨超1%。今天上午，住房城乡建设部副部长秦海翔就《关于持续推进城市更新行动的意见》进行了详细介绍。国家发展改革委固定资产投资司负责人赵成峰在国新办发布会上表示，国家发展改革委将继续持续推进城市更新各项工作，加大中央投资支持力度。将于今年的6月底前下达2025年城市更新专项中央预算内投资计划。金融监管总局统计与风险监测司司长廖媛媛也在国新办发布会上表示，将研究出台专门的城市更新项目贷款管理办法。中信证券认为，《意见》进一步证明了大拆大建不可取，城市核心区域的城市更新有机推进，机会可能远大于远郊区的新城建设。把握这些业务机会，就需要企业具备因地制宜打造精品的能力、深耕城市沟通规划的能力、改造升级运营提效的能力和出表资产推动REITs上市的能力。那么，就股市而言，机会又集中在哪里呢？利好来袭今天上午10时，国务院新闻办举行新闻发布会，住房城乡建设部、国家发展改革委、财政部、自然资源部、金融监管总局有关负责人将介绍推进城市更新行动有关情况，并回答记者提问。赵成峰表示，国家发展改革委将继续持续推进城市更新各项工作，加大中央投资支持力度。今年中央预算内投资专门设立城市更新的专项，支持城市更新相关的公益性基础设施和公共服务设施建设，在支持城镇老旧小区改造、城中村改造等项目的基础上，扩围支持城市危旧住房、老旧街区、老旧厂区转型提质等工程。目前国家发展改革委正在组织计划申报和项目评审等工作，将于今年的6月底前下达2025年城市更新专项中央预算内投资计划。他还表示，在“两重”建设超长期特别国债的资金安排中，将继续对城市地下管网设施建设、改造项目给予支持。用好地方政府专项债券，继续支持符合条件的城市更新项目建设。充分发挥政府和社会资本合作（PPP）新机制，基础设施领域不动产投资信托基金（REITs）的作用。廖媛媛在会上表示，金融监管总局将指导金融机构深入理解城市更新行动的内在逻辑，准确把握新特点新要求，按照依法合规、风险可控、商业可持续的原则，积极为城市更新行动提供丰富多样、量身定制的金融产品和金融服务，满足不同主体、不同项目、不同阶段、不同环节的金融需求。秦海翔表示，将深入贯彻落实《意见》部署要求，推动基础设施建设改造任务落实落细。一是继续抓好“里子”工程，持续推进城市燃气、供水、污水、排水、供热等地下管网的升级改造，因地制宜建设地下综合管廊。二是持续提升城市的安全韧性，实施城市排水防涝提升工程，推进城镇燃气的安全整治，加快推进城市生命线安全工程建设，对城市市政设施进行实时监测、动态预警、有效处置，切实消除安全隐患。三是加快推进新型城市基础设施建设，运用信息化、数字化手段，提升基础设施的智慧化水平，加快完善基础设施建设运维的长效管理制度，探索城市建设运营投融资新模式，不断提升城市基础设施建设和管理服务水平。影响多大？此次发布会释放的信号其实是此前中共中央办公厅、国务院办公厅发布《关于持续推进城市更新行动意见》的延续。上述文件提出了2030年城市更新行动取得重要进展的目标，要求城市更新全过程坚持系统观念、发挥规划导向、统筹发展和安全、坚持因地制宜量力而行，并从用地政策、房屋使用全生命周期安全管理制度、投融资方式等方面强化支撑保障机制。中信证券认为，《意见》在大力实施城市更新，促进城市结构优化、功能完善、文脉赓续、品质提升，提高居民生活质量等方面与历史文件一脉相承，且相比历史政策更聚焦存量优化。预计城市更新工作的持续开展将为产业链带来新的投资机会。值得注意的是，《意见》并未将城市更新和大拆大建划上等号，而是反复强调“保护”，严禁以危险住房名义违法违规拆除改造历史文化街区、传统村落、文物和历史建筑；要保护传统风貌；做好历史文化风貌保护前期工作，不搞大拆大建等。因此中信证券认为，未来的城市更新工作，和历史上大规模的新城建设完全不同。存量街区和存量建筑的改造，新建一些小面积的单体建筑，整体提升街区风貌，是本轮城市更新的主要内容。在告别了大拆大建之后，存量建筑的功能用途改变将更为便利，这反过来十分有利于擅长运营提效的企业。《意见》提到完善市场化投融资模式，吸引社会资本参与城市更新，推动符合条件的项目发行基础设施REITs和资产证券化产品。《意见》要求，推动土地混合开发利用和用途依法合理转换，盘活利用低效用地，优化零星用地集中改造、容积率转移或奖励政策。有利于一些深耕当地的发展商，获得一批规模小、位置好、用途多元的土地，考验企业的精品开发能力，也为企业的可持续发展提供了新的舞台。中信证券认为，城市更新也给物业服务行业提供了新的发展机会。一些高楼龄项目的养护运维可能获得新的政策支持，一些老旧小区的配套设施可能借政策东风而得到优化。政策也非常有利于商管类公司的发展。银河证券认为，城市更新八项任务基本涉及到了城市建设的方方面面，不仅仅是针对房地产建设，还包含了相关基础设施和功能服务建设。建设投资规模方面，主要还是城中村、老旧小区改造、地下管网改造三方面投资额较大。而年内具体能够带动多少投资规模，可以从资金端进行跟踪观测。此外，危房改造方面，提及加快拆除改造D级危险住房，虽然对此未有公开数据。但可从过往中央和地方预算中用于危房改造支出进行大致推算。过去支出规模较大时主要集中在2015-2019年棚改期间，最高合计支出536亿元/每年，此后开始逐步降低，截至2022年合计支出93亿元。在上一轮棚改后实际待拆D级危房数量较少，目前每年投资规模或在500亿元以下。下一步，可以期待的增量政策或是政策性金融工具，例如通过PSL向政策性银行提供资金用于扩围基础设施基金，用作项目资本金。从信用传导路径来看，往往是财政、政策性金融、商业金融逐步扩围。因此，在当前存量政策基础上，如后续看到新增政策性工具出台及商业银行大规模参与，则投资规模预期相应提升。","news_type":1,"symbols_score_info":{"CNmain":1.1}},"isVote":1,"tweetType":1,"viewCount":1583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434310450238216,"gmtCreate":1747066253053,"gmtModify":1747067414801,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"htmlText":"<a 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