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02-21

这篇文章不错，转发给大家看看

美股异动 | 受甲骨文(ORCL.US)财报提振 CoreWeave(CRWV.US)涨超20%

02-21

这篇文章不错，转发给大家看看

都想学英伟达“芯片换融资”，谷歌和AMD都要扶持“AI云”

01-12

这篇文章不错，转发给大家看看

美国太空概念与国防概念热炒推动，这些卫星股在2025年上涨超过200%

01-11

这篇文章不错，转发给大家看看

Alphabet（谷歌母公司）收购 Intersect Power，增强能源供应

2025-11-04

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NVIDIA真的上天了！H100 GPU首次飞入太空

2025-07-10

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英伟达股价再刷历史新高！问鼎史上首家4万亿美元市值公司

2025-07-09

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@话题虎:港交所搬上来6只锣！“A+H”热潮继续，大家上半年打新赚钱了吗？

2025-06-26

未来去中心化趋势已成

抱歉，原内容已删除

2025-06-26

结合跨境支付通，不知是什么信号🤔

异动解读 | Circle宣布获批稳定币牌照，CRCL盘中大涨7.96%

2025-06-26

未来势头仍属于人工智能

黄仁勋力捧机器人技术！英伟达股价创历史新高，重夺全球最高市值宝座

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12:30","market":"other","language":"zh","title":"都想学英伟达“芯片换融资”，谷歌和AMD都要扶持“AI云”","url":"https://stock-news.laohu8.com/highlight/detail?id=2613421191","media":"华尔街见闻","summary":"谷歌正试图复制英伟达的成功路径，利用金融实力构建芯片生态系统。公司正洽谈向“新型云”公司Fluidstack注资约1亿美元，并为Hut 8等转型矿企提供项目融资支持，以换取TPU芯片的采用。AMD则更为激进，为初创公司Crusoe的3亿美元购芯贷款提供担保，并承诺在其无客户时“兜底”租用芯片。","content":"<html><head></head><body><blockquote><p>谷歌正试图复制英伟达的成功路径，利用金融实力构建芯片生态系统。公司正洽谈向“新型云”公司Fluidstack注资约1亿美元，并为Hut 8等转型矿企提供项目融资支持，以换取TPU芯片的采用。AMD则更为激进，为初创公司Crusoe的3亿美元购芯贷款提供担保，并承诺在其无客户时“兜底”租用芯片。</p></blockquote><p style=\"text-align: left;\">英伟达通过扶持CoreWeave构建的“算力-金融”闭环实在太诱人，逼得谷歌和AMD不得不“摸着石头过河”，试图用真金白银砸出一个属于自己的AI芯片生态圈。</p><p style=\"text-align: left;\">2月20日，据《华尔街日报》援引知情人士消息，谷歌正在探索利用其雄厚的财力来构建更广泛的AI生态系统，<strong>核心策略就是向数据中心合作伙伴提供资金支持，条件是对方必须使用谷歌的TPU芯片。</strong>与此同时，华尔街见闻写道，AMD也在通过为客户贷款提供担保的方式，激进地推广其AI芯片。</p><p style=\"text-align: left;\">这一策略被市场视为对英伟达“CoreWeave模式”的直接复刻——即通过扶持“新兴云（Neocloud）”厂商，绕开已经被英伟达占领或自研芯片的传统云巨头，建立自己的“嫡系部队”。</p><h2 id=\"id_1060002455\" style=\"text-align: left;\">效仿英伟达路线：注资“新型云”与矿企</h2><p style=\"text-align: left;\">知情人士透露，谷歌正在洽谈向云计算初创公司Fluidstack投资约1亿美元。这笔交易对Fluidstack的估值约为75亿美元。</p><p style=\"text-align: left;\">这不仅是一笔财务投资，更是一次战略绑定。Fluidstack这类“新兴云”公司是当前AI算力市场的重要变量，它们专门为AI公司提供算力服务。此前，英伟达正是通过扶持CoreWeave，让后者大量囤积GPU，从而在市场中撕开一道口子。</p><p style=\"text-align: left;\">现在的谷歌也想“依样画葫芦”。知情人士称，<strong>谷歌希望通过注资“帮助放大Fluidstack的增长潜力，并鼓励更多计算提供商使用其AI芯片”。</strong></p><p style=\"text-align: left;\">除了直接注资，谷歌还将触手伸向了正在转型的前加密货币矿企。</p><p style=\"text-align: left;\">报道指出，<strong>谷歌已经为Hut 8、Cipher Mining和TeraWulf等公司涉及的项目提供了融资支持（backstopped financing）。这些公司拥有现成的数据中心基础设施，正急于转型为AI算力工厂，而谷歌提供的资金支持将换来它们对TPU的接纳。</strong></p><h2 id=\"id_1284129910\" style=\"text-align: left;\">AMD的激进“赌注”：卖不出去我来租</h2><p style=\"text-align: left;\">相比谷歌的直接注资，AMD的手法显得更加激进，也更具风险偏好。</p><p style=\"text-align: left;\">据报道，AMD将为数据中心初创公司Crusoe的一笔3亿美元贷款提供实质性担保。这笔来自高盛的资金将用于购买AMD的AI芯片。</p><p style=\"text-align: left;\">最引人注目的是其中的“兜底条款”。知情人士透露，如果Crusoe找不到客户使用这些芯片，<strong>AMD同意从Crusoe租用这些芯片</strong>。这意味着AMD成为了“最后的承租人”，为客户消除了需求端的后顾之忧。</p><p style=\"text-align: left;\">这种做法虽然能短期推高销量，但也让芯片厂商在AI需求放缓时面临巨大的风险敞口。一旦市场遇冷，AMD的资产负债表将直接承受冲击。</p><h2 id=\"id_1503644439\" style=\"text-align: left;\">为何都要绕路走？</h2><p style=\"text-align: left;\">谷歌和AMD之所以选择这条“弯路”，是因为主干道已经被堵死了。</p><p style=\"text-align: left;\">对于谷歌而言，虽然Anthropic等明星初创公司正在扩大TPU的使用量，但传统的云竞争对手（如亚马逊AWS、微软Azure）对TPU兴趣寥寥。</p><p style=\"text-align: left;\">业内人士指出：<strong>“主要云服务提供商的兴趣似乎不温不火，部分原因是它们将谷歌视为竞争对手。”</strong> 此外，亚马逊AWS本身也在大力研发自家的AI芯片。</p><p style=\"text-align: left;\">因此，扶持中立的第三方“新兴云”，成了谷歌和AMD打破封锁的最佳选择。</p><h2 id=\"id_1577574237\" style=\"text-align: left;\">内部博弈与产能瓶颈</h2><p style=\"text-align: left;\">为了加速TPU的商业化，谷歌内部甚至动了架构调整的念头。</p><p style=\"text-align: left;\">据知情人士透露，谷歌云部门的一些管理层近期重提了一个长期存在的内部辩论：<strong>“是否将TPU团队重组为一个独立部门”</strong>。这种分拆计划可能允许谷歌引入外部资本，以此来扩大投资机会。</p><p style=\"text-align: left;\">然而，这一提法遭到了谷歌官方的否认。谷歌代表明确表示“没有重组TPU部门的计划”，并强调“保持芯片团队与公司其他部门（如Gemini模型开发团队）的紧密整合具有优势”。</p><p style=\"text-align: left;\">除了架构问题，更现实的拦路虎是产能。</p><p style=\"text-align: left;\">虽然Alphabet目前已与博通（Broadcom）合作设计TPU，并由台积电代工，但在全球AI需求激增的当下，台积电的先进产能捉襟见肘。</p><p style=\"text-align: left;\">知情人士称，<strong>“台积电可能会优先考虑其最大客户英伟达，而不是谷歌”</strong>。此外，AI芯片必不可少的HBM内存芯片全球性短缺，也是谷歌扩大TPU出货量必须面对的硬伤。</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>都想学英伟达“芯片换融资”，谷歌和AMD都要扶持“AI云”</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都想学英伟达“芯片换融资”，谷歌和AMD都要扶持“AI云”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-21 12:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3765927><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>谷歌正试图复制英伟达的成功路径，利用金融实力构建芯片生态系统。公司正洽谈向“新型云”公司Fluidstack注资约1亿美元，并为Hut 8等转型矿企提供项目融资支持，以换取TPU芯片的采用。AMD则更为激进，为初创公司Crusoe的3亿美元购芯贷款提供担保，并承诺在其无客户时“兜底”租用芯片。英伟达通过扶持CoreWeave构建的“算力-金融”闭环实在太诱人，逼得谷歌和AMD不得不“摸着石头过河”...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3765927\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"BK4576":"AR","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4575":"芯片概念","3NVD.UK":"LS 3X NVIDIA","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU0477156797.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"RE\" (USD) ACC","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","BK4612":"AI芯片","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL 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8等转型矿企提供项目融资支持，以换取TPU芯片的采用。AMD则更为激进，为初创公司Crusoe的3亿美元购芯贷款提供担保，并承诺在其无客户时“兜底”租用芯片。英伟达通过扶持CoreWeave构建的“算力-金融”闭环实在太诱人，逼得谷歌和AMD不得不“摸着石头过河”，试图用真金白银砸出一个属于自己的AI芯片生态圈。2月20日，据《华尔街日报》援引知情人士消息，谷歌正在探索利用其雄厚的财力来构建更广泛的AI生态系统，核心策略就是向数据中心合作伙伴提供资金支持，条件是对方必须使用谷歌的TPU芯片。与此同时，华尔街见闻写道，AMD也在通过为客户贷款提供担保的方式，激进地推广其AI芯片。这一策略被市场视为对英伟达“CoreWeave模式”的直接复刻——即通过扶持“新兴云（Neocloud）”厂商，绕开已经被英伟达占领或自研芯片的传统云巨头，建立自己的“嫡系部队”。效仿英伟达路线：注资“新型云”与矿企知情人士透露，谷歌正在洽谈向云计算初创公司Fluidstack投资约1亿美元。这笔交易对Fluidstack的估值约为75亿美元。这不仅是一笔财务投资，更是一次战略绑定。Fluidstack这类“新兴云”公司是当前AI算力市场的重要变量，它们专门为AI公司提供算力服务。此前，英伟达正是通过扶持CoreWeave，让后者大量囤积GPU，从而在市场中撕开一道口子。现在的谷歌也想“依样画葫芦”。知情人士称，谷歌希望通过注资“帮助放大Fluidstack的增长潜力，并鼓励更多计算提供商使用其AI芯片”。除了直接注资，谷歌还将触手伸向了正在转型的前加密货币矿企。报道指出，谷歌已经为Hut 8、Cipher Mining和TeraWulf等公司涉及的项目提供了融资支持（backstopped financing）。这些公司拥有现成的数据中心基础设施，正急于转型为AI算力工厂，而谷歌提供的资金支持将换来它们对TPU的接纳。AMD的激进“赌注”：卖不出去我来租相比谷歌的直接注资，AMD的手法显得更加激进，也更具风险偏好。据报道，AMD将为数据中心初创公司Crusoe的一笔3亿美元贷款提供实质性担保。这笔来自高盛的资金将用于购买AMD的AI芯片。最引人注目的是其中的“兜底条款”。知情人士透露，如果Crusoe找不到客户使用这些芯片，AMD同意从Crusoe租用这些芯片。这意味着AMD成为了“最后的承租人”，为客户消除了需求端的后顾之忧。这种做法虽然能短期推高销量，但也让芯片厂商在AI需求放缓时面临巨大的风险敞口。一旦市场遇冷，AMD的资产负债表将直接承受冲击。为何都要绕路走？谷歌和AMD之所以选择这条“弯路”，是因为主干道已经被堵死了。对于谷歌而言，虽然Anthropic等明星初创公司正在扩大TPU的使用量，但传统的云竞争对手（如亚马逊AWS、微软Azure）对TPU兴趣寥寥。业内人士指出：“主要云服务提供商的兴趣似乎不温不火，部分原因是它们将谷歌视为竞争对手。” 此外，亚马逊AWS本身也在大力研发自家的AI芯片。因此，扶持中立的第三方“新兴云”，成了谷歌和AMD打破封锁的最佳选择。内部博弈与产能瓶颈为了加速TPU的商业化，谷歌内部甚至动了架构调整的念头。据知情人士透露，谷歌云部门的一些管理层近期重提了一个长期存在的内部辩论：“是否将TPU团队重组为一个独立部门”。这种分拆计划可能允许谷歌引入外部资本，以此来扩大投资机会。然而，这一提法遭到了谷歌官方的否认。谷歌代表明确表示“没有重组TPU部门的计划”，并强调“保持芯片团队与公司其他部门（如Gemini模型开发团队）的紧密整合具有优势”。除了架构问题，更现实的拦路虎是产能。虽然Alphabet目前已与博通（Broadcom）合作设计TPU，并由台积电代工，但在全球AI需求激增的当下，台积电的先进产能捉襟见肘。知情人士称，“台积电可能会优先考虑其最大客户英伟达，而不是谷歌”。此外，AI芯片必不可少的HBM内存芯片全球性短缺，也是谷歌扩大TPU出货量必须面对的硬伤。","news_type":1,"symbols_score_info":{"AMDU":0.6,"AMD":1.92,"NVDY":0.6,"GOOY":0.6,"AMYY":0.6,"DIPS":0.6,"NVIW.SI":0.6,"GOOGL":1.95,"NVDB":0.6,"GOU":0.6,"3NVD.UK":0.6,"NVDQ":0.6,"NVD":0.6,"2NVD.UK":0.6,"NVD3.UK":0.6,"NVD2.UK":0.6,"SNVD.UK":0.6,"AMDW":0.6,"DAMD":0.6,"NVII":0.6,"NVDG":0.6,"NVDU":0.6,"GGLS":0.6,"NVDA":1.94,"NVDW":0.6,"GOOP":0.6,"AMDY":0.6,"AMUU":0.6,"GOOX":0.6,"AMDG":0.6,"USJW.SI":0.6,"NVDD":0.6,"ANV":0.6,"AMDD":0.6,"NVDS.UK":0.6,"NVDS":0.6,"GOOW":0.6,"NVDX":0.6}},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":520864366916208,"gmtCreate":1768147270585,"gmtModify":1768147272786,"author":{"id":"3497056520199210","authorId":"3497056520199210","name":"Rebeca如","avatar":"https://static.tigerbbs.com/085f185d64a6e8f55c6d2eee79093864","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497056520199210","authorIdStr":"3497056520199210"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/520864366916208","repostId":"1181155464","repostType":2,"repost":{"id":"1181155464","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":1767185301,"share":"https://www.laohu8.com/m/news/1181155464?lang=zh_CN&edition=full","pubTime":"2025-12-31 20:48","market":"us","language":"zh","title":"美国太空概念与国防概念热炒推动，这些卫星股在2025年上涨超过200%","url":"https://stock-news.laohu8.com/highlight/detail?id=1181155464","media":"老虎资讯综合","summary":"要点随着美国加大国防开支和太空探索力度，卫星相关股票在2025年市值大幅膨胀。EchoStar 股价今年上涨377%，市值超过310亿美元。ViaSatViaSat 股价在2025年上涨315%。公司还获得了包括美国太空军在内的重要美国政府合同，首发计划定于2028年。该公司第三季度收入同比增长超过六倍至1010万美元，并将全年指引上调至3600万美元。Ondas 获得多项美国军工与美国海外订单，包括来自一家大型防务承包商的1430万美元订单，以及与阿联酋签署的300多万美元合同。","content":"<html><head></head><body><h2 id=\"id_3865535341\">要点</h2><ul style=\"\"><li><p>随着美国加大国防开支和太空探索力度，卫星相关股票在2025年市值大幅膨胀。</p></li><li><p>最大赢家包括 Dish 的母公司 EchoStar（ <a href=\"https://laohu8.com/S/SATS\">回声星通信</a> ） 以及 Starlink 的竞争对手 ViaSat（ <a href=\"https://laohu8.com/S/VSAT\">卫讯公司</a> ）。</p></li><li><p>马斯克旗下 SpaceX（Starlink 母公司）即将进行 IPO 的消息也提振了整个板块的关注度。</p></li></ul><p>华尔街今年越来越沉迷于人工智能热潮，资金大量涌入芯片、数据中心和应用领域。</p><p>尽管华尔街今年对人工智能热潮的追捧近乎狂热，大量资金涌入芯片、数据中心及应用领域。</p><p>但目光超越硅谷的投资者，在另一个地方获得了超额回报：<strong>太空</strong>。</p><p>今年一些涨幅最大的股票来自美国国防公司，它们受益于市场对美国太空探索和军事再工业化的重新关注。美国总统特朗普的军事扩张计划包括一个价值1750亿美元的“金穹”项目，以及振兴美国造船业的相关举措。</p><p>在升级军事技术、并让宇航员在50多年后首次重返月球的目标下，美国政府正更多依赖传统国防巨头（如 <a href=\"https://laohu8.com/S/LMT\">洛克希德马丁</a> 和 <a href=\"https://laohu8.com/S/NOC\">诺斯罗普格鲁曼</a> ）之外的企业。新任 NASA 局长 Jared Isaacman 上周表示，特朗普重新承诺推进登月计划，是解锁“轨道经济”的关键。</p><p>这轮太空与国防繁荣为一批知名私营公司打开了机会之门，包括 Palmer Luckey 的 Anduril 以及计划明年上市的马斯克旗下 SpaceX。SpaceX 同时也是卫星互联网服务 Starlink 的母公司。</p><p>在已上市公司中，投资者疯狂涌入卫星概念股，从传统供应商 EchoStar 到新兴企业 Planet Labs。今年这些股票中有不少已经涨了三倍以上。</p><h2 id=\"id_3052400563\"> <a href=\"https://laohu8.com/S/PL\">Planet  Labs Pbc</a></h2><p>总部位于旧金山的 Planet Labs 因卫星影像和太空数据分析需求激增，今年股价暴涨近400%。该公司于2021年通过 SPAC 上市，目前市值约62亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/355fbf4f58d4577937ecc8b67e9287fc\" tg-width=\"560\" tg-height=\"240\"/></p><p>在本月公布的财年第三季度财报中，Planet Labs 业绩超出分析师预期，并上调了全年指引。</p><p>该季度公司订单积压同比增长超过三倍。公司表示，季度结束后已发射两颗 Pelican 卫星和36颗 SuperDove 地球成像卫星。</p><p>2025年，Planet Labs 签署了多项美国政府与国防合同，包括与北约和欧洲航天局的合作；并续签了向美国海军提供地球数据的协议，同时获得了 NASA 一份价值1350万美元的商业卫星数据订单。</p><p>Planet Labs 还与谷歌合作推进 Suncatcher 项目，聚焦太空中的机器学习。公司计划在2027年前发射两颗搭载谷歌定制 AI 芯片（TPU）的原型卫星。</p><h2 id=\"id_3085531592\">EchoStar（ <a href=\"https://laohu8.com/S/SATS\">回声星通信</a> ）</h2><p>EchoStar 成立于1980年，由查理·埃根创立，旗下拥有 Dish TV、Sling TV 和 Boost Mobile 等品牌，提供网络连接与卫星通信解决方案。</p><p>在监管机构要求其建设 5G 网络的压力下，公司被迫出售无线频谱资产。8月，EchoStar 与 AT&amp;T 达成230亿美元的频谱出售协议；次月又以170亿美元将部分频谱出售给 SpaceX，以支持 Starlink 连接能力。</p><p>SpaceX 首席运营官 Gwynne Shotwell 表示，该交易将帮助公司“终结全球移动通信盲区”。</p><p>随后，Crown Castle 和 American Tower 对 EchoStar 提起诉讼，指控其试图退出长期合作协议。</p><p>EchoStar CEO Hamid Akhavan 在11月表示，这些交易将为公司提供“资本跑道”以扩展业务。</p><p>EchoStar 股价今年上涨377%，市值超过310亿美元。摩根士丹利近期将其评级从“持有”上调至“买入”。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eecb066cb85fa28e26ee7e199a83217e\" tg-width=\"560\" tg-height=\"240\"/></p><p>最大受益人是72岁的创始人埃根，其净资产今年增加122亿美元至166亿美元。</p><h2 id=\"id_3725580727\">ViaSat（ <a href=\"https://laohu8.com/S/VSAT\">卫讯公司</a> ）</h2><p>ViaSat 股价在2025年上涨315%。公司11月成功发射第二颗 ViaSAT-3 卫星，计划明年开始为美洲地区提供服务。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/10c1c94b5265b7aa66c348bc8cd5ff1c\" tg-width=\"560\" tg-height=\"240\"/></p><p>公司还获得了包括美国太空军在内的重要美国政府合同，首发计划定于2028年。</p><p>商业方面，ViaSat 与阿提哈德航空、墨西哥航空和利雅得航空扩大合作。它直接与 Starlink 在航空互联网领域竞争。</p><p>摩根大通上月将 ViaSat 上调至“买入”，并指出其商业与政府业务可能拆分的潜力。</p><h2 id=\"id_603295892\"><a href=\"https://laohu8.com/S/ONDS\">Ondas Holdings Inc.</a> </h2><p>无人机技术公司 Ondas 今年上涨251%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ae7b6dd5506ebb35f4a78023cfbc0e99\" tg-width=\"560\" tg-height=\"240\"/></p><p>该公司第三季度收入同比增长超过六倍至1010万美元，并将全年指引上调至3600万美元。</p><p>Ondas 获得多项美国军工与美国海外订单，包括来自一家大型防务承包商的1430万美元订单，以及与阿联酋签署的300多万美元合同。</p><h2 id=\"id_1199536500\"><a href=\"https://laohu8.com/S/ATRO\">Astronics</a> </h2><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7dc0b19ede54ae5e95ebe094ab247193\" tg-width=\"560\" tg-height=\"240\"/></p><p>航空航天与国防系统制造商 Astronics 今年上涨241%。</p><p>公司为波音、达美航空等提供电源与照明系统，同时也服务于美国陆军和 NASA。</p><p>第三季度末积压订单为6.467亿美元。10月公司宣布收购德国 Bühler Motor Aviation，预计明年新增2200万美元收入；此前还计划发行2.1亿美元可转债。</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>美国太空概念与国防概念热炒推动，这些卫星股在2025年上涨超过200%</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美国太空概念与国防概念热炒推动，这些卫星股在2025年上涨超过200%\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\">2025-12-31 20:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 id=\"id_3865535341\">要点</h2><ul style=\"\"><li><p>随着美国加大国防开支和太空探索力度，卫星相关股票在2025年市值大幅膨胀。</p></li><li><p>最大赢家包括 Dish 的母公司 EchoStar（ <a href=\"https://laohu8.com/S/SATS\">回声星通信</a> ） 以及 Starlink 的竞争对手 ViaSat（ <a href=\"https://laohu8.com/S/VSAT\">卫讯公司</a> ）。</p></li><li><p>马斯克旗下 SpaceX（Starlink 母公司）即将进行 IPO 的消息也提振了整个板块的关注度。</p></li></ul><p>华尔街今年越来越沉迷于人工智能热潮，资金大量涌入芯片、数据中心和应用领域。</p><p>尽管华尔街今年对人工智能热潮的追捧近乎狂热，大量资金涌入芯片、数据中心及应用领域。</p><p>但目光超越硅谷的投资者，在另一个地方获得了超额回报：<strong>太空</strong>。</p><p>今年一些涨幅最大的股票来自美国国防公司，它们受益于市场对美国太空探索和军事再工业化的重新关注。美国总统特朗普的军事扩张计划包括一个价值1750亿美元的“金穹”项目，以及振兴美国造船业的相关举措。</p><p>在升级军事技术、并让宇航员在50多年后首次重返月球的目标下，美国政府正更多依赖传统国防巨头（如 <a href=\"https://laohu8.com/S/LMT\">洛克希德马丁</a> 和 <a href=\"https://laohu8.com/S/NOC\">诺斯罗普格鲁曼</a> ）之外的企业。新任 NASA 局长 Jared Isaacman 上周表示，特朗普重新承诺推进登月计划，是解锁“轨道经济”的关键。</p><p>这轮太空与国防繁荣为一批知名私营公司打开了机会之门，包括 Palmer Luckey 的 Anduril 以及计划明年上市的马斯克旗下 SpaceX。SpaceX 同时也是卫星互联网服务 Starlink 的母公司。</p><p>在已上市公司中，投资者疯狂涌入卫星概念股，从传统供应商 EchoStar 到新兴企业 Planet Labs。今年这些股票中有不少已经涨了三倍以上。</p><h2 id=\"id_3052400563\"> <a href=\"https://laohu8.com/S/PL\">Planet  Labs Pbc</a></h2><p>总部位于旧金山的 Planet Labs 因卫星影像和太空数据分析需求激增，今年股价暴涨近400%。该公司于2021年通过 SPAC 上市，目前市值约62亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/355fbf4f58d4577937ecc8b67e9287fc\" tg-width=\"560\" tg-height=\"240\"/></p><p>在本月公布的财年第三季度财报中，Planet Labs 业绩超出分析师预期，并上调了全年指引。</p><p>该季度公司订单积压同比增长超过三倍。公司表示，季度结束后已发射两颗 Pelican 卫星和36颗 SuperDove 地球成像卫星。</p><p>2025年，Planet Labs 签署了多项美国政府与国防合同，包括与北约和欧洲航天局的合作；并续签了向美国海军提供地球数据的协议，同时获得了 NASA 一份价值1350万美元的商业卫星数据订单。</p><p>Planet Labs 还与谷歌合作推进 Suncatcher 项目，聚焦太空中的机器学习。公司计划在2027年前发射两颗搭载谷歌定制 AI 芯片（TPU）的原型卫星。</p><h2 id=\"id_3085531592\">EchoStar（ <a href=\"https://laohu8.com/S/SATS\">回声星通信</a> ）</h2><p>EchoStar 成立于1980年，由查理·埃根创立，旗下拥有 Dish TV、Sling TV 和 Boost Mobile 等品牌，提供网络连接与卫星通信解决方案。</p><p>在监管机构要求其建设 5G 网络的压力下，公司被迫出售无线频谱资产。8月，EchoStar 与 AT&amp;T 达成230亿美元的频谱出售协议；次月又以170亿美元将部分频谱出售给 SpaceX，以支持 Starlink 连接能力。</p><p>SpaceX 首席运营官 Gwynne Shotwell 表示，该交易将帮助公司“终结全球移动通信盲区”。</p><p>随后，Crown Castle 和 American Tower 对 EchoStar 提起诉讼，指控其试图退出长期合作协议。</p><p>EchoStar CEO Hamid Akhavan 在11月表示，这些交易将为公司提供“资本跑道”以扩展业务。</p><p>EchoStar 股价今年上涨377%，市值超过310亿美元。摩根士丹利近期将其评级从“持有”上调至“买入”。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eecb066cb85fa28e26ee7e199a83217e\" tg-width=\"560\" tg-height=\"240\"/></p><p>最大受益人是72岁的创始人埃根，其净资产今年增加122亿美元至166亿美元。</p><h2 id=\"id_3725580727\">ViaSat（ <a href=\"https://laohu8.com/S/VSAT\">卫讯公司</a> ）</h2><p>ViaSat 股价在2025年上涨315%。公司11月成功发射第二颗 ViaSAT-3 卫星，计划明年开始为美洲地区提供服务。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/10c1c94b5265b7aa66c348bc8cd5ff1c\" tg-width=\"560\" tg-height=\"240\"/></p><p>公司还获得了包括美国太空军在内的重要美国政府合同，首发计划定于2028年。</p><p>商业方面，ViaSat 与阿提哈德航空、墨西哥航空和利雅得航空扩大合作。它直接与 Starlink 在航空互联网领域竞争。</p><p>摩根大通上月将 ViaSat 上调至“买入”，并指出其商业与政府业务可能拆分的潜力。</p><h2 id=\"id_603295892\"><a href=\"https://laohu8.com/S/ONDS\">Ondas Holdings Inc.</a> </h2><p>无人机技术公司 Ondas 今年上涨251%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ae7b6dd5506ebb35f4a78023cfbc0e99\" tg-width=\"560\" tg-height=\"240\"/></p><p>该公司第三季度收入同比增长超过六倍至1010万美元，并将全年指引上调至3600万美元。</p><p>Ondas 获得多项美国军工与美国海外订单，包括来自一家大型防务承包商的1430万美元订单，以及与阿联酋签署的300多万美元合同。</p><h2 id=\"id_1199536500\"><a href=\"https://laohu8.com/S/ATRO\">Astronics</a> </h2><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7dc0b19ede54ae5e95ebe094ab247193\" tg-width=\"560\" tg-height=\"240\"/></p><p>航空航天与国防系统制造商 Astronics 今年上涨241%。</p><p>公司为波音、达美航空等提供电源与照明系统，同时也服务于美国陆军和 NASA。</p><p>第三季度末积压订单为6.467亿美元。10月公司宣布收购德国 Bühler Motor Aviation，预计明年新增2200万美元收入；此前还计划发行2.1亿美元可转债。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/649580d65384385f67b0b54fb87b2104","relate_stocks":{"PL":"Planet  Labs Pbc","ATRO":"Astronics","SATS":"回声星通信","VSAT":"卫讯公司","ONDS":"Ondas Holdings Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181155464","content_text":"要点随着美国加大国防开支和太空探索力度，卫星相关股票在2025年市值大幅膨胀。最大赢家包括 Dish 的母公司 EchoStar（ 回声星通信 ） 以及 Starlink 的竞争对手 ViaSat（ 卫讯公司 ）。马斯克旗下 SpaceX（Starlink 母公司）即将进行 IPO 的消息也提振了整个板块的关注度。华尔街今年越来越沉迷于人工智能热潮，资金大量涌入芯片、数据中心和应用领域。尽管华尔街今年对人工智能热潮的追捧近乎狂热，大量资金涌入芯片、数据中心及应用领域。但目光超越硅谷的投资者，在另一个地方获得了超额回报：太空。今年一些涨幅最大的股票来自美国国防公司，它们受益于市场对美国太空探索和军事再工业化的重新关注。美国总统特朗普的军事扩张计划包括一个价值1750亿美元的“金穹”项目，以及振兴美国造船业的相关举措。在升级军事技术、并让宇航员在50多年后首次重返月球的目标下，美国政府正更多依赖传统国防巨头（如 洛克希德马丁 和 诺斯罗普格鲁曼 ）之外的企业。新任 NASA 局长 Jared Isaacman 上周表示，特朗普重新承诺推进登月计划，是解锁“轨道经济”的关键。这轮太空与国防繁荣为一批知名私营公司打开了机会之门，包括 Palmer Luckey 的 Anduril 以及计划明年上市的马斯克旗下 SpaceX。SpaceX 同时也是卫星互联网服务 Starlink 的母公司。在已上市公司中，投资者疯狂涌入卫星概念股，从传统供应商 EchoStar 到新兴企业 Planet Labs。今年这些股票中有不少已经涨了三倍以上。 Planet  Labs Pbc总部位于旧金山的 Planet Labs 因卫星影像和太空数据分析需求激增，今年股价暴涨近400%。该公司于2021年通过 SPAC 上市，目前市值约62亿美元。在本月公布的财年第三季度财报中，Planet Labs 业绩超出分析师预期，并上调了全年指引。该季度公司订单积压同比增长超过三倍。公司表示，季度结束后已发射两颗 Pelican 卫星和36颗 SuperDove 地球成像卫星。2025年，Planet Labs 签署了多项美国政府与国防合同，包括与北约和欧洲航天局的合作；并续签了向美国海军提供地球数据的协议，同时获得了 NASA 一份价值1350万美元的商业卫星数据订单。Planet Labs 还与谷歌合作推进 Suncatcher 项目，聚焦太空中的机器学习。公司计划在2027年前发射两颗搭载谷歌定制 AI 芯片（TPU）的原型卫星。EchoStar（ 回声星通信 ）EchoStar 成立于1980年，由查理·埃根创立，旗下拥有 Dish TV、Sling TV 和 Boost Mobile 等品牌，提供网络连接与卫星通信解决方案。在监管机构要求其建设 5G 网络的压力下，公司被迫出售无线频谱资产。8月，EchoStar 与 AT&T 达成230亿美元的频谱出售协议；次月又以170亿美元将部分频谱出售给 SpaceX，以支持 Starlink 连接能力。SpaceX 首席运营官 Gwynne Shotwell 表示，该交易将帮助公司“终结全球移动通信盲区”。随后，Crown Castle 和 American Tower 对 EchoStar 提起诉讼，指控其试图退出长期合作协议。EchoStar CEO Hamid Akhavan 在11月表示，这些交易将为公司提供“资本跑道”以扩展业务。EchoStar 股价今年上涨377%，市值超过310亿美元。摩根士丹利近期将其评级从“持有”上调至“买入”。最大受益人是72岁的创始人埃根，其净资产今年增加122亿美元至166亿美元。ViaSat（ 卫讯公司 ）ViaSat 股价在2025年上涨315%。公司11月成功发射第二颗 ViaSAT-3 卫星，计划明年开始为美洲地区提供服务。公司还获得了包括美国太空军在内的重要美国政府合同，首发计划定于2028年。商业方面，ViaSat 与阿提哈德航空、墨西哥航空和利雅得航空扩大合作。它直接与 Starlink 在航空互联网领域竞争。摩根大通上月将 ViaSat 上调至“买入”，并指出其商业与政府业务可能拆分的潜力。Ondas Holdings Inc. 无人机技术公司 Ondas 今年上涨251%。该公司第三季度收入同比增长超过六倍至1010万美元，并将全年指引上调至3600万美元。Ondas 获得多项美国军工与美国海外订单，包括来自一家大型防务承包商的1430万美元订单，以及与阿联酋签署的300多万美元合同。Astronics 航空航天与国防系统制造商 Astronics 今年上涨241%。公司为波音、达美航空等提供电源与照明系统，同时也服务于美国陆军和 NASA。第三季度末积压订单为6.467亿美元。10月公司宣布收购德国 Bühler Motor Aviation，预计明年新增2200万美元收入；此前还计划发行2.1亿美元可转债。","news_type":1,"symbols_score_info":{"PL":2,"ATRO":2,"SATS":2,"ONDS":2,"VSAT":2}},"isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":520607691968904,"gmtCreate":1768122815034,"gmtModify":1768122819116,"author":{"id":"3497056520199210","authorId":"3497056520199210","name":"Rebeca如","avatar":"https://static.tigerbbs.com/085f185d64a6e8f55c6d2eee79093864","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497056520199210","authorIdStr":"3497056520199210"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/520607691968904","repostId":"2602321753","repostType":2,"repost":{"id":"2602321753","kind":"news","pubTimestamp":1767948954,"share":"https://www.laohu8.com/m/news/2602321753?lang=zh_CN&edition=full","pubTime":"2026-01-09 16:55","market":"us","language":"zh","title":"Alphabet（谷歌母公司）收购 Intersect Power，增强能源供应","url":"https://stock-news.laohu8.com/highlight/detail?id=2602321753","media":"世界光伏暨储能...","summary":"Alphabet 将以 47.5 亿美元收购 Intersect Power。主要内容AI 数据中心的新能源策略随着AI 工作负载快速增长，Google 等公司需要更多对能源供应的掌控。此次收购允许 Google 在数据中心旁自建能源设施，实现对发电时间和开发节奏的自主控制。Intersect 保持独立虽然Alphabet 收购了 Intersect 的开发平台和已签约资产，但 Intersect 将保留其品牌和领导层，CEO Sheldon Kimber 将继续担任职务。清洁能源快速扩张Intersect Power 目前拥有 7.5 吉瓦的光伏和储能系统在运营中，并有 8 吉瓦在建项目，大部分位于德州。","content":"<html><body><article><p><strong>点击蓝字  关注我们</strong></p><p>Alphabet 正收购 Intersect Power，以保障其 AI 数据中心所需的清洁能源，随着科技增长，电力需求不断加速。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260109170348276v152g1sdul50921\"/><p>Alphabet 将以 47.5 亿美元收购 Intersect Power。这是科技巨头首次收购可再生能源开发商，显示出科技公司在能源自给方面的战略转变。</p><p>主要内容</p><p>AI 数据中心的新能源策略</p><p>随着AI 工作负载快速增长，Google 等公司需要更多对能源供应的掌控。此次收购允许 Google 在数据中心旁自建能源设施，实现对发电时间和开发节奏的自主控制。</p><p>Intersect 保持独立</p><p>虽然Alphabet 收购了 Intersect 的开发平台和已签约<span>资产</span>，但 Intersect 将保留其品牌和领导层，CEO Sheldon Kimber 将继续担任职务。部分为其他客户开发的项目（如德州和加州）不在此次收购范围内，将继续由 TPG Rise Climate 部分持有。</p><p>清洁能源快速扩张</p><p>Intersect Power 目前拥有 7.5 吉瓦的光伏和储能系统在运营中，并有 8 吉瓦在建项目，大部分位于德州。这些容量足以为数百万家庭供电，德州也因此成为新数据中心建设的<a href=\"https://laohu8.com/S/LI\">理想</a>地区。</p><p>新闻价值</p><p>此次收购表明，科技公司在能源管理上的新趋势，随着AI 驱动的未来到来，能源可能成为其新的竞争优势。</p><p>文章转载自：【ESG News.earth】</p><p>转载内容仅供学习参考，版权归原作者所有，如有侵权，请与我们联系删除！</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260109170355598v152aj4z2i2q9xv\"/><p><strong>展会信息</strong>INFORMATION</p><p><strong>PV Guangzhou</strong>已连续举办<strong>17</strong>年，是全球光储企业促进贸易、推广品牌的重要展览平台。展览范围包括光伏原材料、生产设备、组件、逆变器、支架、零配件、光伏系统、电站、太阳能光伏应用产品及储能应用、储能系统集成及运维等新能源、光储领域等。每年连同储能及电池、电源、氢能、生物质能、空气能等新能源专题展会于广州·广交会展馆联袂展出，聚能启航，助燃“<a href=\"https://laohu8.com/S/01315\">绿色经济</a>”。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260109170356777v152emslazjvlub\"/><p><strong>联系我们：</strong>4006-258-268</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2026-01-09 16:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260109174449a706c4da&s=b><strong>世界光伏暨储能...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>点击蓝字  关注我们Alphabet 正收购 Intersect Power，以保障其 AI 数据中心所需的清洁能源，随着科技增长，电力需求不断加速。Alphabet 将以 47.5 亿美元收购 Intersect Power。这是科技巨头首次收购可再生能源开发商，显示出科技公司在能源自给方面的战略转变。主要内容AI 数据中心的新能源策略随着AI 工作负载快速增长，Google 等公司需要更多对...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260109174449a706c4da&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4507":"流媒体概念","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU1196500208.SGD":"NORDEA STABLE RETURN \"HB\" (SGDHDG) ACC","LU0965508806.USD":"AB LOW VOLATILITY 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吉瓦在建项目，大部分位于德州。这些容量足以为数百万家庭供电，德州也因此成为新数据中心建设的理想地区。新闻价值此次收购表明，科技公司在能源管理上的新趋势，随着AI 驱动的未来到来，能源可能成为其新的竞争优势。文章转载自：【ESG News.earth】转载内容仅供学习参考，版权归原作者所有，如有侵权，请与我们联系删除！展会信息INFORMATIONPV 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21:38","market":"us","language":"zh","title":"英伟达股价再刷历史新高！问鼎史上首家4万亿美元市值公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1139841640","media":"老虎资讯综合","summary":"7月9日，$英伟达(NVDA)$盘初拉升涨超2%，股价续创历史新高，市值逼近4万亿美元。","content":"<html><head></head><body><p>7月9日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>盘初拉升涨超2%，股价续创历史新高，市值突破4万亿美元，成为首家市值突破4万亿美元的公司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f26814d7863a5774be3feef9ef78010c\" title=\"\" tg-width=\"538\" tg-height=\"487\"/></p><p>英伟达股价自4月下旬以来持续上涨，因市场预期人工智能需求激增将持续提振其盈利。尽管公司首席执行官黄仁勋在5月份曾警告，美国限制对华芯片出口政策可能会对投资者造成不利影响，但投资者似乎已经克服了对美国贸易政策的最严重担忧。</p><p style=\"text-align: justify;\">另一方面，机构投资者持续看好英伟达，因为该公司在人工智能领域的优势地位将继续帮助该公司盈利并扩大业务。</p><p style=\"text-align: justify;\">花旗分析师Atif Malik将英伟达的目标价从180美元上调至190美元，还有34位华尔街分析师也给出了“买入”评级，平均目标价为175.97美元，意味着英伟达股价在未来几个月还可能再上涨10%。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达股价再刷历史新高！问鼎史上首家4万亿美元市值公司</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达股价再刷历史新高！问鼎史上首家4万亿美元市值公司\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\">2025-07-09 21:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月9日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>盘初拉升涨超2%，股价续创历史新高，市值突破4万亿美元，成为首家市值突破4万亿美元的公司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f26814d7863a5774be3feef9ef78010c\" title=\"\" tg-width=\"538\" tg-height=\"487\"/></p><p>英伟达股价自4月下旬以来持续上涨，因市场预期人工智能需求激增将持续提振其盈利。尽管公司首席执行官黄仁勋在5月份曾警告，美国限制对华芯片出口政策可能会对投资者造成不利影响，但投资者似乎已经克服了对美国贸易政策的最严重担忧。</p><p style=\"text-align: justify;\">另一方面，机构投资者持续看好英伟达，因为该公司在人工智能领域的优势地位将继续帮助该公司盈利并扩大业务。</p><p style=\"text-align: justify;\">花旗分析师Atif Malik将英伟达的目标价从180美元上调至190美元，还有34位华尔街分析师也给出了“买入”评级，平均目标价为175.97美元，意味着英伟达股价在未来几个月还可能再上涨10%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139841640","content_text":"7月9日，英伟达盘初拉升涨超2%，股价续创历史新高，市值突破4万亿美元，成为首家市值突破4万亿美元的公司。英伟达股价自4月下旬以来持续上涨，因市场预期人工智能需求激增将持续提振其盈利。尽管公司首席执行官黄仁勋在5月份曾警告，美国限制对华芯片出口政策可能会对投资者造成不利影响，但投资者似乎已经克服了对美国贸易政策的最严重担忧。另一方面，机构投资者持续看好英伟达，因为该公司在人工智能领域的优势地位将继续帮助该公司盈利并扩大业务。花旗分析师Atif Malik将英伟达的目标价从180美元上调至190美元，还有34位华尔街分析师也给出了“买入”评级，平均目标价为175.97美元，意味着英伟达股价在未来几个月还可能再上涨10%。","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":1027,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454852742398384,"gmtCreate":1752065708209,"gmtModify":1752065710195,"author":{"id":"3497056520199210","authorId":"3497056520199210","name":"Rebeca如","avatar":"https://static.tigerbbs.com/085f185d64a6e8f55c6d2eee79093864","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497056520199210","authorIdStr":"3497056520199210"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454852742398384","repostId":"454743077319320","repostType":1,"repost":{"id":454743077319320,"gmtCreate":1752044511365,"gmtModify":1752069002760,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"港交所搬上来6只锣！“A+H”热潮继续，大家上半年打新赚钱了吗？","htmlText":"上半年的最后一波新股，今天港交所抬上来了6个锣[吃瓜]虽然目前打新势头略有减弱，不过“A+H”上市公司表现还是不错的，今天上市首日，“果链龙头” <a href=\"https://laohu8.com/S/06613\">$蓝思科技(06613)$</a> 盘中最高+9%，“芯片设计公司” <a href=\"https://laohu8.com/S/01304\">$FORTIOR(01304)$</a> +20%，一方面上半年港股整体趋势不错，一方面恒生AH溢价指数近一年都是大于100，相对于H股整体是存在溢价的，所以优质的H股更具备投资潜力。（目前指数已经从150左右的峰值下滑到了130附近）上半年已经招股上市的A+H公司， <a href=\"https://laohu8.com/S/03750\">$宁德时代(03750)$</a> <a href=\"https://laohu8.com/S/01276\">$恒瑞医药(01276)$</a> <a href=\"https://laohu8.com/S/02603\">$吉宏股份(02603)$</a> 等一系列公司都是两位数的涨幅，后面从 <a href=\"https://laohu8.com/S/03288\">$海天味业(03288)$</a> 开始，就有点鸡肋了[暗中观察] （不过这也不一定是坏事，现在市场休息一下，同时劝退一些打新的人，有利于后续赚钱效应改善~）（图源网络，数据统计仅到6月30日）后续还有众多耳熟能详的公司，eg. <a href=\"https://laohu8.com/S/002714\">$牧原股份(002714)$</a> <a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a>","listText":"上半年的最后一波新股，今天港交所抬上来了6个锣[吃瓜]虽然目前打新势头略有减弱，不过“A+H”上市公司表现还是不错的，今天上市首日，“果链龙头” <a href=\"https://laohu8.com/S/06613\">$蓝思科技(06613)$</a> 盘中最高+9%，“芯片设计公司” <a href=\"https://laohu8.com/S/01304\">$FORTIOR(01304)$</a> +20%，一方面上半年港股整体趋势不错，一方面恒生AH溢价指数近一年都是大于100，相对于H股整体是存在溢价的，所以优质的H股更具备投资潜力。（目前指数已经从150左右的峰值下滑到了130附近）上半年已经招股上市的A+H公司， <a href=\"https://laohu8.com/S/03750\">$宁德时代(03750)$</a> <a href=\"https://laohu8.com/S/01276\">$恒瑞医药(01276)$</a> <a href=\"https://laohu8.com/S/02603\">$吉宏股份(02603)$</a> 等一系列公司都是两位数的涨幅，后面从 <a href=\"https://laohu8.com/S/03288\">$海天味业(03288)$</a> 开始，就有点鸡肋了[暗中观察] （不过这也不一定是坏事，现在市场休息一下，同时劝退一些打新的人，有利于后续赚钱效应改善~）（图源网络，数据统计仅到6月30日）后续还有众多耳熟能详的公司，eg. <a href=\"https://laohu8.com/S/002714\">$牧原股份(002714)$</a> <a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a>","text":"上半年的最后一波新股，今天港交所抬上来了6个锣[吃瓜]虽然目前打新势头略有减弱，不过“A+H”上市公司表现还是不错的，今天上市首日，“果链龙头” $蓝思科技(06613)$ 盘中最高+9%，“芯片设计公司” $FORTIOR(01304)$ +20%，一方面上半年港股整体趋势不错，一方面恒生AH溢价指数近一年都是大于100，相对于H股整体是存在溢价的，所以优质的H股更具备投资潜力。（目前指数已经从150左右的峰值下滑到了130附近）上半年已经招股上市的A+H公司， $宁德时代(03750)$ $恒瑞医药(01276)$ $吉宏股份(02603)$ 等一系列公司都是两位数的涨幅，后面从 $海天味业(03288)$ 开始，就有点鸡肋了[暗中观察] （不过这也不一定是坏事，现在市场休息一下，同时劝退一些打新的人，有利于后续赚钱效应改善~）（图源网络，数据统计仅到6月30日）后续还有众多耳熟能详的公司，eg. $牧原股份(002714)$ $赛力斯(601127)$","images":[{"img":"https://static.tigerbbs.com/8679789e0fa1b225c0500f712ffd4d9c"},{"img":"https://static.tigerbbs.com/f983ef5fd9a51b6c852fa99b6073e23f"},{"img":"https://static.tigerbbs.com/9c0e4bc6de16a8290fdb60aa9cfbc007"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454743077319320","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450221263159888,"gmtCreate":1750946044728,"gmtModify":1750946046458,"author":{"id":"3497056520199210","authorId":"3497056520199210","name":"Rebeca如","avatar":"https://static.tigerbbs.com/085f185d64a6e8f55c6d2eee79093864","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497056520199210","authorIdStr":"3497056520199210"},"themes":[],"htmlText":"未来去中心化趋势已成","listText":"未来去中心化趋势已成","text":"未来去中心化趋势已成","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450221263159888","repostId":"1141150883","repostType":2,"isVote":1,"tweetType":1,"viewCount":1522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450221316567656,"gmtCreate":1750945937832,"gmtModify":1750945939509,"author":{"id":"3497056520199210","authorId":"3497056520199210","name":"Rebeca如","avatar":"https://static.tigerbbs.com/085f185d64a6e8f55c6d2eee79093864","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497056520199210","authorIdStr":"3497056520199210"},"themes":[],"htmlText":"结合跨境支付通，不知是什么信号🤔","listText":"结合跨境支付通，不知是什么信号🤔","text":"结合跨境支付通，不知是什么信号🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450221316567656","repostId":"1105577220","repostType":2,"repost":{"id":"1105577220","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1750945242,"share":"https://www.laohu8.com/m/news/1105577220?lang=zh_CN&edition=full","pubTime":"2025-06-26 21:40","market":"sg","language":"zh","title":"异动解读 | Circle宣布获批稳定币牌照，CRCL盘中大涨7.96%","url":"https://stock-news.laohu8.com/highlight/detail?id=1105577220","media":"异动解读","summary":"6月26日，稳定币发行公司Circle Internet Corp.股价在盘中出现大幅上涨，涨幅一度达到7.96%。这一突然的股价上涨引起了市场的广泛关注。Circle股价上涨的主要原因是公司宣布获得了香港监管机构颁发的稳定币牌照。此外，近期全球范围内对稳定币的监管态度正在逐步明朗化，这也为Circle等稳定币发行商带来了利好。然而，投资者也应该注意到，尽管Circle在稳定币市场占据重要地位，但该行业仍面临着诸多挑战和不确定性。","content":"<p>6月26日，稳定币发行公司Circle Internet Corp.（股票代码：CRCL）股价在盘中出现大幅上涨，涨幅一度达到7.96%。这一突然的股价上涨引起了市场的广泛关注。</p>\n\n<p>Circle股价上涨的主要原因是公司宣布获得了香港监管机构颁发的稳定币牌照。这意味着Circle将可以在香港合法发行和管理稳定币，这对公司的业务扩展和市场地位具有重要意义。香港作为全球重要的金融中心之一，其监管机构的认可无疑会提升Circle在国际市场上的声誉和竞争力。</p>\n\n<p>此外，近期全球范围内对稳定币的监管态度正在逐步明朗化，这也为Circle等稳定币发行商带来了利好。美国参议院近期通过的《GENIUS法案》为稳定币的发行和监管提供了更清晰的法律框架，这被市场视为对稳定币行业的积极信号。在这一背景下，Circle作为行业领先企业，其获得香港牌照的消息更加凸显了公司的发展前景。</p>\n\n<p>然而，投资者也应该注意到，尽管Circle在稳定币市场占据重要地位，但该行业仍面临着诸多挑战和不确定性。监管政策的变化、市场竞争的加剧以及潜在的技术风险都可能对公司未来的发展产生影响。因此，投资者在做出投资决策时应该综合考虑这些因素，谨慎评估相关风险。</p>","source":"ai_movement_cn","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>异动解读 | Circle宣布获批稳定币牌照，CRCL盘中大涨7.96%</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异动解读 | Circle宣布获批稳定币牌照，CRCL盘中大涨7.96%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-06-26 21:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月26日，稳定币发行公司Circle Internet Corp.（股票代码：CRCL）股价在盘中出现大幅上涨，涨幅一度达到7.96%。这一突然的股价上涨引起了市场的广泛关注。</p>\n\n<p>Circle股价上涨的主要原因是公司宣布获得了香港监管机构颁发的稳定币牌照。这意味着Circle将可以在香港合法发行和管理稳定币，这对公司的业务扩展和市场地位具有重要意义。香港作为全球重要的金融中心之一，其监管机构的认可无疑会提升Circle在国际市场上的声誉和竞争力。</p>\n\n<p>此外，近期全球范围内对稳定币的监管态度正在逐步明朗化，这也为Circle等稳定币发行商带来了利好。美国参议院近期通过的《GENIUS法案》为稳定币的发行和监管提供了更清晰的法律框架，这被市场视为对稳定币行业的积极信号。在这一背景下，Circle作为行业领先企业，其获得香港牌照的消息更加凸显了公司的发展前景。</p>\n\n<p>然而，投资者也应该注意到，尽管Circle在稳定币市场占据重要地位，但该行业仍面临着诸多挑战和不确定性。监管政策的变化、市场竞争的加剧以及潜在的技术风险都可能对公司未来的发展产生影响。因此，投资者在做出投资决策时应该综合考虑这些因素，谨慎评估相关风险。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRCL":"Circle Internet Corp."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105577220","content_text":"6月26日，稳定币发行公司Circle Internet Corp.（股票代码：CRCL）股价在盘中出现大幅上涨，涨幅一度达到7.96%。这一突然的股价上涨引起了市场的广泛关注。\nCircle股价上涨的主要原因是公司宣布获得了香港监管机构颁发的稳定币牌照。这意味着Circle将可以在香港合法发行和管理稳定币，这对公司的业务扩展和市场地位具有重要意义。香港作为全球重要的金融中心之一，其监管机构的认可无疑会提升Circle在国际市场上的声誉和竞争力。\n此外，近期全球范围内对稳定币的监管态度正在逐步明朗化，这也为Circle等稳定币发行商带来了利好。美国参议院近期通过的《GENIUS法案》为稳定币的发行和监管提供了更清晰的法律框架，这被市场视为对稳定币行业的积极信号。在这一背景下，Circle作为行业领先企业，其获得香港牌照的消息更加凸显了公司的发展前景。\n然而，投资者也应该注意到，尽管Circle在稳定币市场占据重要地位，但该行业仍面临着诸多挑战和不确定性。监管政策的变化、市场竞争的加剧以及潜在的技术风险都可能对公司未来的发展产生影响。因此，投资者在做出投资决策时应该综合考虑这些因素，谨慎评估相关风险。","news_type":1,"symbols_score_info":{"CRCL":1}},"isVote":1,"tweetType":1,"viewCount":2063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450219619729624,"gmtCreate":1750945819684,"gmtModify":1750945821504,"author":{"id":"3497056520199210","authorId":"3497056520199210","name":"Rebeca如","avatar":"https://static.tigerbbs.com/085f185d64a6e8f55c6d2eee79093864","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497056520199210","authorIdStr":"3497056520199210"},"themes":[],"htmlText":"未来势头仍属于人工智能","listText":"未来势头仍属于人工智能","text":"未来势头仍属于人工智能","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450219619729624","repostId":"1157058349","repostType":2,"repost":{"id":"1157058349","kind":"news","pubTimestamp":1750890378,"share":"https://www.laohu8.com/m/news/1157058349?lang=zh_CN&edition=full","pubTime":"2025-06-26 06:26","market":"us","language":"zh","title":"黄仁勋力捧机器人技术！英伟达股价创历史新高，重夺全球最高市值宝座","url":"https://stock-news.laohu8.com/highlight/detail?id=1157058349","media":"华尔街见闻","summary":"英伟达股价收涨超4%，重新夺回全球最高市值个股宝座。英伟达CEO黄仁勋认为，继人工智能之后，机器人技术是英伟达另一大具有增长潜力的市场。黄仁勋称，自动驾驶汽车将成为机器人技术的首个主要商业应用领域。黄仁勋讲话当天，英伟达股价高开高走，午盘刷新日高时日内涨4.4%，收涨4.3%，刷新今年1月6日所创的收盘最高纪录，较4月低谷已累涨约63%。第一财季英伟达的头号业务数据中心创收391亿美元，约占总营收的88.7%。","content":"<html><head></head><body><blockquote><p>黄仁勋称，自动驾驶汽车将成为机器人技术的首个主要商业应用领域，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的目标是，数十亿个机器人、数亿辆自动驾驶汽车和数十万个机器人工厂都将由英伟达技术驱动。他重申，计算机行业大规模的AI基础设施升级才刚刚开始。英伟达股价收涨超4%，重新夺回全球最高市值个股宝座。</p></blockquote><p style=\"text-align: justify;\">英伟达CEO黄仁勋认为，继人工智能（AI）之后，机器人技术是英伟达另一大具有增长潜力的市场。</p><p style=\"text-align: justify;\">美东时间6约25日周三举行的英伟达年度股东大会上，黄仁勋回答一位与会者提问时表示：</p><blockquote><p style=\"text-align: justify;\">“我们公司有许多增长机遇，其中 AI 和机器人技术是最大的两个，代表着数万亿美元的增长机会。”</p></blockquote><p style=\"text-align: justify;\">黄仁勋称，自动驾驶汽车将成为机器人技术的首个主要商业应用领域。</p><p style=\"text-align: justify;\">此外，有评论指出，在此次股东大会上，黄仁勋安抚投资者，称AI领域的需求依然强劲。黄仁勋重申了自己的观点，即计算机行业大规模的AI基础设施升级才刚刚开始。</p><p style=\"text-align: justify;\">黄仁勋讲话当天，英伟达股价高开高走，午盘刷新日高时日内涨4.4%，收涨4.3%，刷新今年1月6日所创的收盘最高纪录，较4月低谷已累涨约63%。因周三股价进一步走高，英伟达市值达到约3.77万亿美元，超越市值3.66万亿美元的<a href=\"https://laohu8.com/S/MSFT\">微软</a>，重新夺回全球最高市值个股的宝座。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c0d781fd51c18ff4b319f5fe3c4a13fc\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">在5月末公布的最近一次季度财报中，英伟达披露，截至今年4月27日的公司2026财年第一财季，汽车和机器人业务录得营收5.67亿美元，在公司总营收中占比不足1.3%。当季汽车和机器人业务的增速超过70%，达72%，较前一季的27%明显加快，还低于分析师预期的5.794亿美元。</p><p style=\"text-align: justify;\">第一财季英伟达的头号业务数据中心创收391亿美元，约占总营收的88.7%。过去三年，英伟达的数据中心芯片直接受益于ChatGPT掀起的AI应用热潮，该业务的营收从2023财年的约270亿美元飙升至去年的1305亿美元，增长逾3.8倍，LSEG数据显示，分析师预计今年的销售额将接近 2000 亿美元。</p><p style=\"text-align: justify;\">相比数据中心，英伟达的汽车和机器人业务目前规模还很小。但本周三黄仁勋表示，未来的应用将既需要英伟达数据中心的AI芯片训练软件，也需要其他安装在自动驾驶汽车和机器人上的芯片。</p><p style=\"text-align: justify;\">黄仁勋强调了英伟达的Drive芯片平台，以及梅赛德斯-奔驰正在使用的自动驾驶汽车软件。他还表示，英伟达最近发布了名为Cosmos的人形机器人AI模型。黄仁勋说：</p><blockquote><p style=\"text-align: justify;\">“我们正致力于实现这样一个目标：数十亿个机器人、数亿辆自动驾驶汽车和数十万个机器人工厂都将由英伟达技术驱动。”</p></blockquote><p style=\"text-align: justify;\">黄仁勋表示，英伟达的品牌正在不断发展，“我们很久以前就不再将自己视为一家芯片公司了”，更贴切的说法是，“AI 基础设施”或“计算平台”供应商。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>黄仁勋力捧机器人技术！英伟达股价创历史新高，重夺全球最高市值宝座</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黄仁勋力捧机器人技术！英伟达股价创历史新高，重夺全球最高市值宝座\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-26 06:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3749841><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>黄仁勋称，自动驾驶汽车将成为机器人技术的首个主要商业应用领域，英伟达的目标是，数十亿个机器人、数亿辆自动驾驶汽车和数十万个机器人工厂都将由英伟达技术驱动。他重申，计算机行业大规模的AI基础设施升级才刚刚开始。英伟达股价收涨超4%，重新夺回全球最高市值个股宝座。英伟达CEO黄仁勋认为，继人工智能（AI）之后，机器人技术是英伟达另一大具有增长潜力的市场。美东时间6约25日周三举行的英伟达年度股东大会上...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3749841\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088","relate_stocks":{"IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","NVDA":"英伟达","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4547":"WSB热门概念","BK4505":"高瓴资本持仓","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4527":"明星科技股","BK4543":"AI","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","BK4141":"半导体产品","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4503":"景林资产持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC"},"source_url":"https://wallstreetcn.com/articles/3749841","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157058349","content_text":"黄仁勋称，自动驾驶汽车将成为机器人技术的首个主要商业应用领域，英伟达的目标是，数十亿个机器人、数亿辆自动驾驶汽车和数十万个机器人工厂都将由英伟达技术驱动。他重申，计算机行业大规模的AI基础设施升级才刚刚开始。英伟达股价收涨超4%，重新夺回全球最高市值个股宝座。英伟达CEO黄仁勋认为，继人工智能（AI）之后，机器人技术是英伟达另一大具有增长潜力的市场。美东时间6约25日周三举行的英伟达年度股东大会上，黄仁勋回答一位与会者提问时表示：“我们公司有许多增长机遇，其中 AI 和机器人技术是最大的两个，代表着数万亿美元的增长机会。”黄仁勋称，自动驾驶汽车将成为机器人技术的首个主要商业应用领域。此外，有评论指出，在此次股东大会上，黄仁勋安抚投资者，称AI领域的需求依然强劲。黄仁勋重申了自己的观点，即计算机行业大规模的AI基础设施升级才刚刚开始。黄仁勋讲话当天，英伟达股价高开高走，午盘刷新日高时日内涨4.4%，收涨4.3%，刷新今年1月6日所创的收盘最高纪录，较4月低谷已累涨约63%。因周三股价进一步走高，英伟达市值达到约3.77万亿美元，超越市值3.66万亿美元的微软，重新夺回全球最高市值个股的宝座。在5月末公布的最近一次季度财报中，英伟达披露，截至今年4月27日的公司2026财年第一财季，汽车和机器人业务录得营收5.67亿美元，在公司总营收中占比不足1.3%。当季汽车和机器人业务的增速超过70%，达72%，较前一季的27%明显加快，还低于分析师预期的5.794亿美元。第一财季英伟达的头号业务数据中心创收391亿美元，约占总营收的88.7%。过去三年，英伟达的数据中心芯片直接受益于ChatGPT掀起的AI应用热潮，该业务的营收从2023财年的约270亿美元飙升至去年的1305亿美元，增长逾3.8倍，LSEG数据显示，分析师预计今年的销售额将接近 2000 亿美元。相比数据中心，英伟达的汽车和机器人业务目前规模还很小。但本周三黄仁勋表示，未来的应用将既需要英伟达数据中心的AI芯片训练软件，也需要其他安装在自动驾驶汽车和机器人上的芯片。黄仁勋强调了英伟达的Drive芯片平台，以及梅赛德斯-奔驰正在使用的自动驾驶汽车软件。他还表示，英伟达最近发布了名为Cosmos的人形机器人AI模型。黄仁勋说：“我们正致力于实现这样一个目标：数十亿个机器人、数亿辆自动驾驶汽车和数十万个机器人工厂都将由英伟达技术驱动。”黄仁勋表示，英伟达的品牌正在不断发展，“我们很久以前就不再将自己视为一家芯片公司了”，更贴切的说法是，“AI 基础设施”或“计算平台”供应商。","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":1522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441929263399032,"gmtCreate":1748931191933,"gmtModify":1748931193514,"author":{"id":"3497056520199210","authorId":"3497056520199210","name":"Rebeca如","avatar":"https://static.tigerbbs.com/085f185d64a6e8f55c6d2eee79093864","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497056520199210","authorIdStr":"3497056520199210"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/441929263399032","repostId":"1120755564","repostType":4,"repost":{"id":"1120755564","kind":"news","pubTimestamp":1748926629,"share":"https://www.laohu8.com/m/news/1120755564?lang=zh_CN&edition=full","pubTime":"2025-06-03 12:57","market":"us","language":"zh","title":"解析 USDC 背后权力的游戏：Coinbase 收购 Circle 的唯一悬念是价格？","url":"https://stock-news.laohu8.com/highlight/detail?id=1120755564","media":"吴说real","summary":"Coinbase 在 USDC 总供应量中的占比正在快速增长，2025 年第一季度已达到约 23%。尽管 Coinbase 平台上的 USDC 数量是 Circle 的 4 倍，其收入优势却仅为 Circle 的 1.3 倍左右。未来，USDC 将成为 Coinbase 的业务核心，并构筑其竞争壁垒。USDC 现已成为 Coinbase 的第二大收入来源，仅次于交易收入，领先于质押收入。如果未来大多数用户以这种方式与链上产品互动，那么大量消费者持有的 USDC 将处于 Coinbase 和 Circle 之间的收入归属模糊地带。这意味着 Coinbase 将完全掌控 USDC 的技术基础设施。","content":"<html><head></head><body><p style=\"text-align: justify;\"><strong>背景</strong></p><p style=\"text-align: justify;\">我曾在加密行业深耕多年 — — 先后供职于早期基金 CoinFund ，以及 Coinbase ，帮助其扩展风险投资战略。本文所有分析基于公开数据，包括 Circle 的 S-1文件（2025 年 4 月）和 Coinbase 的公开财务文件。没有任何内部信息，仅是任何人都能进行的分析，只不过大多数人并未这样做。</p><p style=\"text-align: justify;\"><strong>USDC供应结构解析</strong></p><p style=\"text-align: justify;\">USDC 总供应量可以分为三部分：Coinbase 的 USDC、Circle 的 USDC 以及其他平台的 USDC。根据 Circle’s S-1 文件定义，“平台 USDC”指“在某方托管产品或管理钱包服务中持有的稳定币比例”。具体来说：</p><p style=\"text-align: justify;\"><strong>· Coinbase</strong>：包括 Coinbase Prime 和交易所持有的 USDC 。</p><p style=\"text-align: justify;\"><strong>· Circle</strong>：包括 Circle Mint 持有的 USDC 。</p><p style=\"text-align: justify;\"><strong>· 其他平台</strong>：如 Uniswap、Morpho、Phantom 等去中心化平台持有的 USDC。</p><p style=\"text-align: justify;\">Coinbase 在 USDC 总供应量中的占比正在快速增长，2025 年第一季度已达到约 23%。相比之下，Circle 的占比保持稳定。这种趋势反映了 Coinbase 在消费者、开发者和机构市场中的更强影响力。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4f69c272305df7f4e388296f3d0ce5f5\" alt=\"图片\" title=\"图片\" tg-width=\"1080\" tg-height=\"439\"/><span>图片</span></p><p style=\"text-align: justify;\"><strong>USDC 收入分配</strong></p><p style=\"text-align: justify;\">对于平台上的 USDC ， Circle 和 Coinbase 各自保留 100% 的储备收入。而对于平台外的 USDC（即“其他平台”部分），两者则按 50/50 分成。</p><p style=\"text-align: justify;\">但这里有个关键点：Circle 从平台外的 USDC 池中获益更多。尽管 Coinbase 平台上的 USDC 数量是 Circle 的 4 倍，其收入优势却仅为 Circle 的 1.3 倍左右。</p><p style=\"text-align: justify;\">一些基于“其他部分” 50–50 分成的粗略计算得出的收入分成结果如下：</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dbe83d0697d15712effa7324bd89c643\" alt=\"图片\" title=\"图片\" tg-width=\"1080\" tg-height=\"347\"/><span>图片</span></p><p style=\"text-align: justify;\"><strong>Circle：押注市场规模而非控制权</strong></p><p style=\"text-align: justify;\">Circle 的动机很明确：推动 USDC 的总流通量增长，即便这些 USDC 并非存储在自己的平台上。对 Circle 而言，理想的场景是 USDC 成为美元稳定币的首选，这一结果本身就足够具有防御性和竞争力。</p><p style=\"text-align: justify;\">作为 USDC 的底层协议提供者，Circle 在以下方面占据优势：</p><p style=\"text-align: justify;\"><strong>·</strong> 在 19 条以上的区块链上发布和维护 USDC 智能合约。</p><p style=\"text-align: justify;\"><strong>·</strong> 控制跨链传输协议（CCTP）的原生桥接以及铸造/销毁流程。</p><p style=\"text-align: justify;\">尽管平台内的 USDC 盈利能力更高，但其增长并不显著。而在高风险的商务拓展中，Circle 的规模往往不及 Coinbase 。但如果 USDC 最终成为 No.1 的美元稳定币，Circle 依然会成为赢家。这是一场针对总市场规模（TAM）的博弈，而非利润率的竞争。</p><p style=\"text-align: justify;\">USDC 的潜在市场规模可能会大到让这些细节不再重要 — — Circle 的大部分收入增长预计将来自“其他平台”部分（这并非糟糕的结果）。这种动机与 Circle 的能力相吻合，因为 Circle 掌控着 USDC 的治理、基础设施及技术路线图。</p><p style=\"text-align: justify;\"><strong>Coinbase：必须全面掌控 USDC</strong></p><p style=\"text-align: justify;\"><strong>宏观视角</strong></p><p style=\"text-align: justify;\">USDC 是 Coinbase 的第二大收入来源，占 2025 年第一季度收入的约 15%，超过了质押收入。这也是 Coinbase 最稳定、最具扩展性的基础设施型收入来源之一。随着 USDC 在全球范围内的扩展，其潜在回报具有非对称性。</p><p style=\"text-align: justify;\">未来，USDC 将成为 Coinbase 的业务核心，并构筑其竞争壁垒。尽管 Coinbase 的主要收入来源仍然是中心化交易所（CEX）的交易量收入，并会随着市场增长而继续扩大，但 USDC 的收入模式更为稳定，将随着加密经济的整体发展而稳步增长。</p><p style=\"text-align: justify;\">USDC 将跻身美元稳定币的前三名，并成为向全球输出美元的技术驱动解决方案。金融科技和传统金融领域的领先者已经意识到这一点，这也是为什么它们纷纷采取行动。然而，USDC 凭借其初期的市场优势和加密经济的支持，有能力在竞争中存活并实现增长。从基础设施和监管角度来看，完全掌控 USDC 是一个极具价值的故事。</p><p style=\"text-align: justify;\"><strong>微观视角：Coinbase 盈利的两难局面</strong></p><p style=\"text-align: justify;\">Coinbase 是推动 USDC 增长的主要动力，但却受到结构性限制。USDC 现已成为 Coinbase 的第二大收入来源，仅次于交易收入，领先于质押收入。因此，Coinbase 的每一个产品决策都需要从收入和利润的角度进行权衡。核心问题是：Coinbase 虽然扩大了市场规模（TAM），但并未完全掌控收入。当市场规模扩大时，它需要与 Circle 共享收益 — — 平台外收入仅分得 50%。</p><p style=\"text-align: justify;\">讽刺的是，Coinbase 正在努力推动 USDC 生态增长 — — 吸引用户、构建基础设施、提升交易速度 — — 但却在收益上受到结构性限制。其消费者和开发者产品从一开始就被“削弱”了。</p><p style=\"text-align: justify;\">Coinbase 的自然反应是将市场规模转化为“Coinbase USDC”，即完全可盈利的部分 — — 例如存储在托管产品中的余额，这样 Coinbase 可以获得 100% 的储备收入。这一策略已经奏效：过去两年里，Coinbase 平台上的 USDC 占比增长了4倍。然而，这一策略仅适用于托管型USDC，即交易所和Prime产品线。</p><p style=\"text-align: justify;\">问题出现在托管的灰色地带 — — 增长发生在这里，但收入归属却变得模糊。</p><p style=\"text-align: justify;\">例如：</p><p><strong>· Coinbase Wallet ：由于定义上是非托管型钱包，尽管其智能钱包改善了用户体验，甚至可能引入共享密钥模型，但仍可能无法满足S-1文件中“平台USDC”的定义。如果未来大多数用户以这种方式与链上产品互动，那么大量消费者持有的 USDC 将处于 Coinbase 和 Circle 之间的收入归属模糊地带。</strong></p><p><strong>· Base（Coinbase 的二层网络）：其架构为非托管型，用户可以独立退出到 Ethereum L1，Coinbase 并不持有密钥。任何在 Base 上的 USDC 可能都不会被计入 S-1 定义的“Coinbase USDC”，即便 Coinbase 实际上是进入 Base 的主要入口。</strong></p><p style=\"text-align: justify;\">核心结论：Coinbase 在消费者和开发者产品上的增长推动了  USDC 的使用，但却内置了一个“削弱系统”。除非 Coinbase 能够掌控 USDC 的协议层，否则它将始终面临收入归属的不确定性。唯一彻底的解决方案是直接收购Circle，并重新定义规则。</p><p style=\"text-align: justify;\"><strong>收购 Circle 的核心收益</strong></p><p style=\"text-align: justify;\"><strong>· 100% 收入归属</strong></p><p style=\"text-align: justify;\">收购 Circle 后，Coinbase 将不再受限于托管与非托管的法律定义争议。它可以直接主张对 USDC 产生的所有利息收入拥有完全归属权 — — 无论 USDC 存储在何处，都能获得约600亿美元 USDC 储备金的全部利息收入。托管定义的争论将不复存在，Coinbase 将彻底掌控所有 USDC 的利息收益。</p><p style=\"text-align: justify;\"><strong>· 协议控制权</strong></p><p style=\"text-align: justify;\">USDC 的智能合约、多链集成以及跨链传输协议（CCTP）都将成为 Coinbase 的内部资产。这意味着 Coinbase 将完全掌控 USDC 的技术基础设施。</p><p style=\"text-align: justify;\"><strong>· 战略产品优势</strong></p><p style=\"text-align: justify;\">收购后，Coinbase 可以在钱包、Base（二层网络）以及未来的链上用户体验中原生化地货币化 USDC，而无需与第三方协调。USDC 可以作为未来链上交互的抽象层，这种整合不需要第三方许可。</p><p style=\"text-align: justify;\"><strong>· 监管整合</strong></p><p style=\"text-align: justify;\">作为加密政策领域的领导者，Coinbase 通过掌控 USDC 可以从顶层塑造稳定币的监管规则。掌握稳定币的核心技术和运营权将让 Coinbase 在监管谈判中具有更大的话语权。</p><p style=\"text-align: justify;\"><strong>未知领域与待解决问题</strong></p><p style=\"text-align: justify;\"><strong>· 增长潜力</strong></p><p style=\"text-align: justify;\">当前 USDC 的市值约为 600 亿美元，但未来有望达到 5000 亿美元规模，对应每年约 200 亿美元的储备收入。这将使 USDC 成为 Coinbase 迈向“Mag7”级别（全球顶级科技公司收入水平）的核心驱动因素。</p><p style=\"text-align: justify;\"><strong>· 监管因素</strong></p><p style=\"text-align: justify;\">美国正在推进稳定币的立法（GENIUS 立法），这从宏观角度来看，对稳定币的顶线增长是利好消息，因为这将稳定币深度嵌入美国现有的金融体系。同时，稳定币将成为全球美元主导地位的代理工具。</p><p style=\"text-align: justify;\">然而，这也可能引发传统金融机构（TradFi）和金融科技公司（FinTech）进入市场，成为稳定币的发行方。</p><p style=\"text-align: justify;\">此外，相关监管或许会限制平台在收益或储蓄产品上的营销方式。收购 Circle 将赋予 Coinbase 调整方向和营销策略的灵活性，以应对不断变化的监管环境。</p><p style=\"text-align: justify;\"><strong>· 运营挑战</strong></p><p style=\"text-align: justify;\">USDC 最初是以联合体模式设计的，这种模式可能是基于当时的法律和监管考量。尽管在单一公司框架下应能克服这些障碍，但目前尚不清楚这些复杂机制的具体红线在哪里。解构现有的法律结构可能会带来边缘案例风险，但目前来看，这些风险并非不可克服。</p><p style=\"text-align: justify;\"><strong>价格</strong></p><p style=\"text-align: justify;\">市场结果永远无法准确预测，但我们可以参考一些已披露的数据：</p><p style=\"text-align: justify;\"><strong>·</strong> Circle 正在寻求以 50 亿美元的估值进行首次公开募股（IPO）。</p><p style=\"text-align: justify;\"><strong>· </strong>Ripple 的 IPO 估值目标为 100 亿美元。</p><p style=\"text-align: justify;\"><strong>·</strong> Coinbase 当前的市值约为 700 亿美元。</p><p style=\"text-align: justify;\"><strong>· </strong>USDC 目前占 Coinbase 收入的约 15%，如果完全整合，这一比例有望超过 30%。</p><p style=\"text-align: justify;\"><strong>个人解读：</strong></p><p style=\"text-align: justify;\"><strong>· </strong>基于上述数据，Circle 是 Coinbase 的一个自然收购目标，而 Coinbase 对此心知肚明。</p><p style=\"text-align: justify;\"><strong>· </strong>Circle 希望通过 IPO 让市场对其进行估值（目标为 50 亿美元）。</p><p style=\"text-align: justify;\"><strong>· </strong>Coinbase 则希望观察市场如何为 Circle 定价。</p><p style=\"text-align: justify;\"><strong>· </strong>Coinbase 可能已经意识到以下几点：</p><p style=\"text-align: justify;\"><strong>· </strong>出于前述原因，Coinbase 需要完全掌控 USDC 的全栈业务。</p><p style=\"text-align: justify;\"><strong>· </strong>完全拥有 USDC 可以使其年收入构成从当前的 15% 提升至 15%~30% 之间。</p><p style=\"text-align: justify;\"><strong>· </strong>从收入的 1:1 估值来看，USDC 的所有权可能被定价在 100 亿至 200 亿美元之间。</p><p style=\"text-align: justify;\">Circle 也可能很清楚这一点 — — 他们知道，如果市场对他们的估值足够高，并且 USDC 持续增长，Coinbase 将更有动力直接收购 Circle ，以摆脱与第三方合作伙伴在业务、产品和治理上的各种繁琐问题，将其纳入 Coinbase 的体系。</p><p style=\"text-align: justify;\"><strong>最终结论</strong></p><p style=\"text-align: justify;\"><strong>Coinbase 应该并且很可能会收购 Circle</strong>。</p><p style=\"text-align: justify;\">尽管当前的合作模式运作良好，但从长远来看，平台、产品和治理上的冲突过于显著，无法忽视。市场将为 Circle 定价，但双方对彼此的价值已有清晰认知。</p></body></html>","source":"lsy1737510565327","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>解析 USDC 背后权力的游戏：Coinbase 收购 Circle 的唯一悬念是价格？</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解析 USDC 背后权力的游戏：Coinbase 收购 Circle 的唯一悬念是价格？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-03 12:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/_kRwWul_7gFjEQQb464v2g><strong>吴说real</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>背景我曾在加密行业深耕多年 — — 先后供职于早期基金 CoinFund ，以及 Coinbase ，帮助其扩展风险投资战略。本文所有分析基于公开数据，包括 Circle 的 S-1文件（2025 年 4 月）和 Coinbase 的公开财务文件。没有任何内部信息，仅是任何人都能进行的分析，只不过大多数人并未这样做。USDC供应结构解析USDC 总供应量可以分为三部分：Coinbase 的 ...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/_kRwWul_7gFjEQQb464v2g\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/84f346787cfa7165ad4522e8a166525c","relate_stocks":{"CRCL":"Circle Internet Corp.","COIN":"Coinbase Global, Inc."},"source_url":"https://mp.weixin.qq.com/s/_kRwWul_7gFjEQQb464v2g","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120755564","content_text":"背景我曾在加密行业深耕多年 — — 先后供职于早期基金 CoinFund ，以及 Coinbase ，帮助其扩展风险投资战略。本文所有分析基于公开数据，包括 Circle 的 S-1文件（2025 年 4 月）和 Coinbase 的公开财务文件。没有任何内部信息，仅是任何人都能进行的分析，只不过大多数人并未这样做。USDC供应结构解析USDC 总供应量可以分为三部分：Coinbase 的 USDC、Circle 的 USDC 以及其他平台的 USDC。根据 Circle’s S-1 文件定义，“平台 USDC”指“在某方托管产品或管理钱包服务中持有的稳定币比例”。具体来说：· Coinbase：包括 Coinbase Prime 和交易所持有的 USDC 。· Circle：包括 Circle Mint 持有的 USDC 。· 其他平台：如 Uniswap、Morpho、Phantom 等去中心化平台持有的 USDC。Coinbase 在 USDC 总供应量中的占比正在快速增长，2025 年第一季度已达到约 23%。相比之下，Circle 的占比保持稳定。这种趋势反映了 Coinbase 在消费者、开发者和机构市场中的更强影响力。图片USDC 收入分配对于平台上的 USDC ， Circle 和 Coinbase 各自保留 100% 的储备收入。而对于平台外的 USDC（即“其他平台”部分），两者则按 50/50 分成。但这里有个关键点：Circle 从平台外的 USDC 池中获益更多。尽管 Coinbase 平台上的 USDC 数量是 Circle 的 4 倍，其收入优势却仅为 Circle 的 1.3 倍左右。一些基于“其他部分” 50–50 分成的粗略计算得出的收入分成结果如下：图片Circle：押注市场规模而非控制权Circle 的动机很明确：推动 USDC 的总流通量增长，即便这些 USDC 并非存储在自己的平台上。对 Circle 而言，理想的场景是 USDC 成为美元稳定币的首选，这一结果本身就足够具有防御性和竞争力。作为 USDC 的底层协议提供者，Circle 在以下方面占据优势：· 在 19 条以上的区块链上发布和维护 USDC 智能合约。· 控制跨链传输协议（CCTP）的原生桥接以及铸造/销毁流程。尽管平台内的 USDC 盈利能力更高，但其增长并不显著。而在高风险的商务拓展中，Circle 的规模往往不及 Coinbase 。但如果 USDC 最终成为 No.1 的美元稳定币，Circle 依然会成为赢家。这是一场针对总市场规模（TAM）的博弈，而非利润率的竞争。USDC 的潜在市场规模可能会大到让这些细节不再重要 — — Circle 的大部分收入增长预计将来自“其他平台”部分（这并非糟糕的结果）。这种动机与 Circle 的能力相吻合，因为 Circle 掌控着 USDC 的治理、基础设施及技术路线图。Coinbase：必须全面掌控 USDC宏观视角USDC 是 Coinbase 的第二大收入来源，占 2025 年第一季度收入的约 15%，超过了质押收入。这也是 Coinbase 最稳定、最具扩展性的基础设施型收入来源之一。随着 USDC 在全球范围内的扩展，其潜在回报具有非对称性。未来，USDC 将成为 Coinbase 的业务核心，并构筑其竞争壁垒。尽管 Coinbase 的主要收入来源仍然是中心化交易所（CEX）的交易量收入，并会随着市场增长而继续扩大，但 USDC 的收入模式更为稳定，将随着加密经济的整体发展而稳步增长。USDC 将跻身美元稳定币的前三名，并成为向全球输出美元的技术驱动解决方案。金融科技和传统金融领域的领先者已经意识到这一点，这也是为什么它们纷纷采取行动。然而，USDC 凭借其初期的市场优势和加密经济的支持，有能力在竞争中存活并实现增长。从基础设施和监管角度来看，完全掌控 USDC 是一个极具价值的故事。微观视角：Coinbase 盈利的两难局面Coinbase 是推动 USDC 增长的主要动力，但却受到结构性限制。USDC 现已成为 Coinbase 的第二大收入来源，仅次于交易收入，领先于质押收入。因此，Coinbase 的每一个产品决策都需要从收入和利润的角度进行权衡。核心问题是：Coinbase 虽然扩大了市场规模（TAM），但并未完全掌控收入。当市场规模扩大时，它需要与 Circle 共享收益 — — 平台外收入仅分得 50%。讽刺的是，Coinbase 正在努力推动 USDC 生态增长 — — 吸引用户、构建基础设施、提升交易速度 — — 但却在收益上受到结构性限制。其消费者和开发者产品从一开始就被“削弱”了。Coinbase 的自然反应是将市场规模转化为“Coinbase USDC”，即完全可盈利的部分 — — 例如存储在托管产品中的余额，这样 Coinbase 可以获得 100% 的储备收入。这一策略已经奏效：过去两年里，Coinbase 平台上的 USDC 占比增长了4倍。然而，这一策略仅适用于托管型USDC，即交易所和Prime产品线。问题出现在托管的灰色地带 — — 增长发生在这里，但收入归属却变得模糊。例如：· Coinbase Wallet ：由于定义上是非托管型钱包，尽管其智能钱包改善了用户体验，甚至可能引入共享密钥模型，但仍可能无法满足S-1文件中“平台USDC”的定义。如果未来大多数用户以这种方式与链上产品互动，那么大量消费者持有的 USDC 将处于 Coinbase 和 Circle 之间的收入归属模糊地带。· Base（Coinbase 的二层网络）：其架构为非托管型，用户可以独立退出到 Ethereum L1，Coinbase 并不持有密钥。任何在 Base 上的 USDC 可能都不会被计入 S-1 定义的“Coinbase USDC”，即便 Coinbase 实际上是进入 Base 的主要入口。核心结论：Coinbase 在消费者和开发者产品上的增长推动了  USDC 的使用，但却内置了一个“削弱系统”。除非 Coinbase 能够掌控 USDC 的协议层，否则它将始终面临收入归属的不确定性。唯一彻底的解决方案是直接收购Circle，并重新定义规则。收购 Circle 的核心收益· 100% 收入归属收购 Circle 后，Coinbase 将不再受限于托管与非托管的法律定义争议。它可以直接主张对 USDC 产生的所有利息收入拥有完全归属权 — — 无论 USDC 存储在何处，都能获得约600亿美元 USDC 储备金的全部利息收入。托管定义的争论将不复存在，Coinbase 将彻底掌控所有 USDC 的利息收益。· 协议控制权USDC 的智能合约、多链集成以及跨链传输协议（CCTP）都将成为 Coinbase 的内部资产。这意味着 Coinbase 将完全掌控 USDC 的技术基础设施。· 战略产品优势收购后，Coinbase 可以在钱包、Base（二层网络）以及未来的链上用户体验中原生化地货币化 USDC，而无需与第三方协调。USDC 可以作为未来链上交互的抽象层，这种整合不需要第三方许可。· 监管整合作为加密政策领域的领导者，Coinbase 通过掌控 USDC 可以从顶层塑造稳定币的监管规则。掌握稳定币的核心技术和运营权将让 Coinbase 在监管谈判中具有更大的话语权。未知领域与待解决问题· 增长潜力当前 USDC 的市值约为 600 亿美元，但未来有望达到 5000 亿美元规模，对应每年约 200 亿美元的储备收入。这将使 USDC 成为 Coinbase 迈向“Mag7”级别（全球顶级科技公司收入水平）的核心驱动因素。· 监管因素美国正在推进稳定币的立法（GENIUS 立法），这从宏观角度来看，对稳定币的顶线增长是利好消息，因为这将稳定币深度嵌入美国现有的金融体系。同时，稳定币将成为全球美元主导地位的代理工具。然而，这也可能引发传统金融机构（TradFi）和金融科技公司（FinTech）进入市场，成为稳定币的发行方。此外，相关监管或许会限制平台在收益或储蓄产品上的营销方式。收购 Circle 将赋予 Coinbase 调整方向和营销策略的灵活性，以应对不断变化的监管环境。· 运营挑战USDC 最初是以联合体模式设计的，这种模式可能是基于当时的法律和监管考量。尽管在单一公司框架下应能克服这些障碍，但目前尚不清楚这些复杂机制的具体红线在哪里。解构现有的法律结构可能会带来边缘案例风险，但目前来看，这些风险并非不可克服。价格市场结果永远无法准确预测，但我们可以参考一些已披露的数据：· Circle 正在寻求以 50 亿美元的估值进行首次公开募股（IPO）。· Ripple 的 IPO 估值目标为 100 亿美元。· Coinbase 当前的市值约为 700 亿美元。· USDC 目前占 Coinbase 收入的约 15%，如果完全整合，这一比例有望超过 30%。个人解读：· 基于上述数据，Circle 是 Coinbase 的一个自然收购目标，而 Coinbase 对此心知肚明。· Circle 希望通过 IPO 让市场对其进行估值（目标为 50 亿美元）。· Coinbase 则希望观察市场如何为 Circle 定价。· Coinbase 可能已经意识到以下几点：· 出于前述原因，Coinbase 需要完全掌控 USDC 的全栈业务。· 完全拥有 USDC 可以使其年收入构成从当前的 15% 提升至 15%~30% 之间。· 从收入的 1:1 估值来看，USDC 的所有权可能被定价在 100 亿至 200 亿美元之间。Circle 也可能很清楚这一点 — — 他们知道，如果市场对他们的估值足够高，并且 USDC 持续增长，Coinbase 将更有动力直接收购 Circle ，以摆脱与第三方合作伙伴在业务、产品和治理上的各种繁琐问题，将其纳入 Coinbase 的体系。最终结论Coinbase 应该并且很可能会收购 Circle。尽管当前的合作模式运作良好，但从长远来看，平台、产品和治理上的冲突过于显著，无法忽视。市场将为 Circle 定价，但双方对彼此的价值已有清晰认知。","news_type":1,"symbols_score_info":{"CRCL":1.1,"COIN":1.1}},"isVote":1,"tweetType":1,"viewCount":1485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434281606549848,"gmtCreate":1747059921515,"gmtModify":1747059923333,"author":{"id":"3497056520199210","authorId":"3497056520199210","name":"Rebeca如","avatar":"https://static.tigerbbs.com/085f185d64a6e8f55c6d2eee79093864","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497056520199210","authorIdStr":"3497056520199210"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434281606549848","repostId":"2534024299","repostType":4,"repost":{"id":"2534024299","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1747031429,"share":"https://www.laohu8.com/m/news/2534024299?lang=zh_CN&edition=full","pubTime":"2025-05-12 14:30","market":"fut","language":"zh","title":"特朗普再度挥刀药价：最惠国模型卷土重来，哪些制药巨头最“肉疼”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2534024299","media":"华尔街见闻","summary":"如何砍价，有何影响？","content":"<html><head></head><body><p>今日媒体报道，特朗普即将签署行政令，要求联邦医保（Medicare）为部分高价药执行“跟最便宜国家同价”的MFN（Most Favored Nation，最惠国）定价，并暗示这将成为其“大而重要”的政策公告。随后FT进一步确认，行政令目标是把部分药价直接砍下30%–80%。</p><h2 id=\"id_2225212774\">事情缘起：白宫“复刻”2020年药价大招</h2><p>MFN不是新词——早在特朗普首任期末曾尝试强推，但因流程问题被法院叫停、拜登政府也选择撤销。如今，特朗普团队准备改走<strong>CMMI</strong>（医保与医疗创新中心）试点模式，试图绕开国会阻力重启该计划。</p><h2 id=\"id_685421481\">机制拆解：如何“一刀砍65%”？</h2><p><a href=\"https://laohu8.com/S/GS\">高盛</a>最新深度报告把MFN架构拆成三步：</p><ol start=\"1\" style=\"\"><li><p><strong>比较基准</strong>：选取 GDP ≥ 美国 60% 的 OECD 成员，取其最低调整后价格。</p></li><li><p><strong>混合定价</strong>：用“国际最低价 + 美国平均销售价（ASP）”做加权。</p></li><li><p><strong>四年分阶段</strong>：第 1–4 年分别按 25%、50%、75%、100% 贴近 MFN 价，理论平均降幅约 65%。</p></li></ol><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d9295a8adb0b446081162fa216a2e78\" tg-width=\"970\" tg-height=\"1466\"/></p><p>首批纳入清单锁定Medicare Part B支出最高的约50款注射/输液药，单Keytruda、Eylea两大重磅就占去14%的Part B预算。这一模式将运行七年，前四年逐步过渡到国际价格，后三年则全面实施MFN价格。</p><h2 id=\"id_117803862\">谁最受伤？——高盛情景测算</h2><p>高盛对几家大型制药公司进行了个案分析， 按照降价65%评估MFN价格对其产品潜在影响：</p><ol start=\"1\" style=\"\"><li><p><strong><a href=\"https://laohu8.com/S/MRK\">默沙东</a>(Keytruda)</strong>: 作为2022年单一药品Medicare B部分支出最高的药物，其商业/B部分销售比例为44%/37%。分析显示整体影响有限，估计对公司估值影响约为-3%。</p></li><li><p><strong>再生元(Eylea)</strong>: 作为Medicare B部分支出第二高的药物，其Medicare B部分约占55%。高盛估计，如果实施MFN定价，对再生元估值的影响高达-20%，是分析的几家公司中受冲击最大的。</p></li><li><p><strong><a href=\"https://laohu8.com/S/AMGN\">安进</a>(多种产品)</strong>: 安进产品组合中有多种重要的Medicare B部分药物，包括Evenity、Kyprolis、Nplate和Tepezza。分析显示整体影响有限，估计约为-3%。</p></li></ol><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9786bd470f8232daa30e20fd55fdc078\" tg-width=\"620\" tg-height=\"568\"/></p><ol start=\"4\" style=\"\"><li><p><strong>对医疗补助大户的影响</strong>: 对艾伯维(ABBV)的Humira、<a href=\"https://laohu8.com/S/LLY\">礼来</a>(LLY)的Trulicity和吉利德(GILD)的Biktarvy等医疗补助支出较高的药品分析显示，如果将MFN扩展至Medicaid，各公司受影响程度在10%-15%之间不等。</p></li></ol><p>对于投资者来说，需要先看产品线对 Medicare Part B 的暴露度，再看适应症是否有罕见病或肿瘤等豁免空间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b094d4d03a59b799ce44d724b844f3fb\" tg-width=\"1024\" tg-height=\"766\"/></p><h2 id=\"id_2640782180\">“第二战场”可能转向 Medicaid</h2><p>高盛分析师指出，Medicaid是特朗普第二任期成本削减的关键焦点，因其每年高达9000亿美元的支出规模形成了巨大的财政压力。</p><p>白宫同时在游说国会将<strong>Medicaid版MFN</strong>纳入1.5万亿美元的预算和解法案，尽管保守派与温和派就此存在激烈拉锯，方案短期未必落地，但已让Humira、Trulicity、Biktarvy等Medicaid高支出药物提前进入估值折扣区间。</p><p>高盛测算对艾伯维(ABBV)的Humira、礼来(LLY)的Trulicity和吉利德(GILD)的Biktarvy等医疗补助支出较高的药品分析显示，如果将MFN扩展至Medicaid，各公司受影响程度在10%-15%之间不等，对这些药企的长期增长前景构成显著不确定性。</p><h2 id=\"id_1743415290\">下游影响：340B药品折扣计划或成放大器</h2><p>高盛报告特别警示，MFN定价的影响可能通过340B药品折扣计划被进一步放大，形成连锁反应。</p><p>340B计划要求制药商向符合条件的分担不均医院(DSH)以折扣价格出售门诊药品，作为获得Medicaid和Medicare B部分覆盖的前提条件。该计划近十年增长迅猛，CAGR达25%，远超同期9%的药品总支出增长。</p><p>MFN若把Medicaid&#34;最佳价格&#34;压低，将抬高<strong>URA</strong>（单元回扣额），从而把340B天花板价进一步往下拉，等于医院拿药更便宜、药企净回款再缩水。这一机制对政府支付端无直接节省，却继续侵蚀企业<strong>gross-to-net</strong>，尤其对340B高暴露度的公司打击更甚。</p><p>虽然340B定价计算复杂（取决于AMP和URA的相对变化），但高盛分析认为，如果最佳价格降幅超过AMP降幅，制药企业将面临额外负面影响，加剧行业估值压力。</p><p>对整个生物制药板块而言，药品定价预计将继续成为悬在行业头上的达摩克利斯之剑。在政策进一步明朗之前，投资者应密切关注公司对政府项目的暴露度差异，特别是对Medicare B部分和Medicaid依赖度较高的企业可能面临更大的估值压力和波动风险。</p><h2 id=\"id_272157653\">投资者关注什么？</h2><ol start=\"1\" style=\"\"><li><p><strong>甄别敞口</strong>：短期回避政府付费占比&gt;50%且缺乏替代品的单一弹性药企。</p></li><li><p><strong>关注豁免</strong>：肿瘤免疫、罕见病、大分子自费比例高的公司受冲击有限。</p></li><li><p><strong>盯住议程</strong>：如果CMMI试点范围缩小、或被法院叫停。</p></li><li><p><strong>看长期护城河</strong>：真正的考验在于企业<strong>管线厚度&amp;定价权多元化</strong>。</p></li></ol></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>特朗普再度挥刀药价：最惠国模型卷土重来，哪些制药巨头最“肉疼”？</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; 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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特朗普再度挥刀药价：最惠国模型卷土重来，哪些制药巨头最“肉疼”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-12 14:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3746903><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今日媒体报道，特朗普即将签署行政令，要求联邦医保（Medicare）为部分高价药执行“跟最便宜国家同价”的MFN（Most Favored Nation，最惠国）定价，并暗示这将成为其“大而重要”的政策公告。随后FT进一步确认，行政令目标是把部分药价直接砍下30%–80%。事情缘起：白宫“复刻”2020年药价大招MFN不是新词——早在特朗普首任期末曾尝试强推，但因流程问题被法院叫停、拜登政府也选择...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3746903\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3c6daacf13f78492ec38a4e178ddca49","relate_stocks":{"LLY":"礼来","BK1574":"生物医药B类股","BK1191":"制药"},"source_url":"https://wallstreetcn.com/articles/3746903","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2534024299","content_text":"今日媒体报道，特朗普即将签署行政令，要求联邦医保（Medicare）为部分高价药执行“跟最便宜国家同价”的MFN（Most Favored Nation，最惠国）定价，并暗示这将成为其“大而重要”的政策公告。随后FT进一步确认，行政令目标是把部分药价直接砍下30%–80%。事情缘起：白宫“复刻”2020年药价大招MFN不是新词——早在特朗普首任期末曾尝试强推，但因流程问题被法院叫停、拜登政府也选择撤销。如今，特朗普团队准备改走CMMI（医保与医疗创新中心）试点模式，试图绕开国会阻力重启该计划。机制拆解：如何“一刀砍65%”？高盛最新深度报告把MFN架构拆成三步：比较基准：选取 GDP ≥ 美国 60% 的 OECD 成员，取其最低调整后价格。混合定价：用“国际最低价 + 美国平均销售价（ASP）”做加权。四年分阶段：第 1–4 年分别按 25%、50%、75%、100% 贴近 MFN 价，理论平均降幅约 65%。首批纳入清单锁定Medicare Part B支出最高的约50款注射/输液药，单Keytruda、Eylea两大重磅就占去14%的Part B预算。这一模式将运行七年，前四年逐步过渡到国际价格，后三年则全面实施MFN价格。谁最受伤？——高盛情景测算高盛对几家大型制药公司进行了个案分析， 按照降价65%评估MFN价格对其产品潜在影响：默沙东(Keytruda): 作为2022年单一药品Medicare B部分支出最高的药物，其商业/B部分销售比例为44%/37%。分析显示整体影响有限，估计对公司估值影响约为-3%。再生元(Eylea): 作为Medicare B部分支出第二高的药物，其Medicare B部分约占55%。高盛估计，如果实施MFN定价，对再生元估值的影响高达-20%，是分析的几家公司中受冲击最大的。安进(多种产品): 安进产品组合中有多种重要的Medicare B部分药物，包括Evenity、Kyprolis、Nplate和Tepezza。分析显示整体影响有限，估计约为-3%。对医疗补助大户的影响: 对艾伯维(ABBV)的Humira、礼来(LLY)的Trulicity和吉利德(GILD)的Biktarvy等医疗补助支出较高的药品分析显示，如果将MFN扩展至Medicaid，各公司受影响程度在10%-15%之间不等。对于投资者来说，需要先看产品线对 Medicare Part B 的暴露度，再看适应症是否有罕见病或肿瘤等豁免空间。“第二战场”可能转向 Medicaid高盛分析师指出，Medicaid是特朗普第二任期成本削减的关键焦点，因其每年高达9000亿美元的支出规模形成了巨大的财政压力。白宫同时在游说国会将Medicaid版MFN纳入1.5万亿美元的预算和解法案，尽管保守派与温和派就此存在激烈拉锯，方案短期未必落地，但已让Humira、Trulicity、Biktarvy等Medicaid高支出药物提前进入估值折扣区间。高盛测算对艾伯维(ABBV)的Humira、礼来(LLY)的Trulicity和吉利德(GILD)的Biktarvy等医疗补助支出较高的药品分析显示，如果将MFN扩展至Medicaid，各公司受影响程度在10%-15%之间不等，对这些药企的长期增长前景构成显著不确定性。下游影响：340B药品折扣计划或成放大器高盛报告特别警示，MFN定价的影响可能通过340B药品折扣计划被进一步放大，形成连锁反应。340B计划要求制药商向符合条件的分担不均医院(DSH)以折扣价格出售门诊药品，作为获得Medicaid和Medicare B部分覆盖的前提条件。该计划近十年增长迅猛，CAGR达25%，远超同期9%的药品总支出增长。MFN若把Medicaid\"最佳价格\"压低，将抬高URA（单元回扣额），从而把340B天花板价进一步往下拉，等于医院拿药更便宜、药企净回款再缩水。这一机制对政府支付端无直接节省，却继续侵蚀企业gross-to-net，尤其对340B高暴露度的公司打击更甚。虽然340B定价计算复杂（取决于AMP和URA的相对变化），但高盛分析认为，如果最佳价格降幅超过AMP降幅，制药企业将面临额外负面影响，加剧行业估值压力。对整个生物制药板块而言，药品定价预计将继续成为悬在行业头上的达摩克利斯之剑。在政策进一步明朗之前，投资者应密切关注公司对政府项目的暴露度差异，特别是对Medicare B部分和Medicaid依赖度较高的企业可能面临更大的估值压力和波动风险。投资者关注什么？甄别敞口：短期回避政府付费占比>50%且缺乏替代品的单一弹性药企。关注豁免：肿瘤免疫、罕见病、大分子自费比例高的公司受冲击有限。盯住议程：如果CMMI试点范围缩小、或被法院叫停。看长期护城河：真正的考验在于企业管线厚度&定价权多元化。","news_type":1,"symbols_score_info":{"LLY":1}},"isVote":1,"tweetType":1,"viewCount":1101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434283672470136,"gmtCreate":1747059785585,"gmtModify":1747060203259,"author":{"id":"3497056520199210","authorId":"3497056520199210","name":"Rebeca如","avatar":"https://static.tigerbbs.com/085f185d64a6e8f55c6d2eee79093864","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497056520199210","authorIdStr":"3497056520199210"},"themes":[],"htmlText":"关税带来的恐慌情绪正在一步步堆积，等待关税政策放开后的爆发，可关注","listText":"关税带来的恐慌情绪正在一步步堆积，等待关税政策放开后的爆发，可关注","text":"关税带来的恐慌情绪正在一步步堆积，等待关税政策放开后的爆发，可关注","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434283672470136","repostId":"1129730191","repostType":2,"repost":{"id":"1129730191","kind":"news","pubTimestamp":1747053912,"share":"https://www.laohu8.com/m/news/1129730191?lang=zh_CN&edition=full","pubTime":"2025-05-12 20:45","market":"us","language":"zh","title":"盘前异动丨Shopify涨超11%，获纳入纳斯达克100指数","url":"https://stock-news.laohu8.com/highlight/detail?id=1129730191","media":"智通财经","summary":"5月12日，Shopify盘前涨超11%，消息面上，Shopify将取代MongoDB，获纳入纳斯达克100指数，自5月19日起生效。纳斯达克周一宣布，Shopify将取代MongoDB的位置，从5月19日开始纳入纳斯达克100指数和纳斯达克100同等权重指数。根据Shopify的第一季度收益报告，该公司第一季度收入增长26.9%，达到23.6亿美元。商品交易总额增长23%，至747.5亿美元。展望未来，Shopify预计第二季度营收同比增长25%左右;毛利润同比增长15%左右，这一区间低于普遍预期的20.2%。","content":"<html><head></head><body><p>5月12日，<a href=\"https://laohu8.com/S/SHOP\">Shopify</a>盘前涨超11%，消息面上，Shopify将取代MongoDB，获纳入纳斯达克100指数，自5月19日起生效。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ebf90719d2d9eb688a625aaf8f178b03\" title=\"\" tg-width=\"456\" tg-height=\"124\"/></p><p>纳斯达克周一宣布，Shopify将取代MongoDB的位置，从5月19日开始纳入纳斯达克100指数和纳斯达克100同等权重指数。</p><p style=\"text-align: start;\">根据Shopify的第一季度收益报告，该公司第一季度收入增长26.9%，达到23.6亿美元。订阅收入增长21%，至6.2亿美元;而商户解决方案收入增长29%，至17.4亿美元。商品交易总额增长23%，至747.5亿美元。净利润为2.26亿美元，上年同期为1.44亿美元。</p><p style=\"text-align: start;\">展望未来，Shopify预计第二季度营收同比增长25%左右;毛利润同比增长15%左右，这一区间低于普遍预期的20.2%。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前异动丨Shopify涨超11%，获纳入纳斯达克100指数</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盘前异动丨Shopify涨超11%，获纳入纳斯达克100指数\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-12 20:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1292190.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月12日，Shopify盘前涨超11%，消息面上，Shopify将取代MongoDB，获纳入纳斯达克100指数，自5月19日起生效。纳斯达克周一宣布，Shopify将取代MongoDB的位置，从5月19日开始纳入纳斯达克100指数和纳斯达克100同等权重指数。根据Shopify的第一季度收益报告，该公司第一季度收入增长26.9%，达到23.6亿美元。订阅收入增长21%，至6.2亿美元;而商户...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1292190.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aa2f0c7296e98385dbdac6cf2d096379","relate_stocks":{"SHOP":"Shopify Inc"},"source_url":"https://www.zhitongcaijing.com/content/detail/1292190.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1129730191","content_text":"5月12日，Shopify盘前涨超11%，消息面上，Shopify将取代MongoDB，获纳入纳斯达克100指数，自5月19日起生效。纳斯达克周一宣布，Shopify将取代MongoDB的位置，从5月19日开始纳入纳斯达克100指数和纳斯达克100同等权重指数。根据Shopify的第一季度收益报告，该公司第一季度收入增长26.9%，达到23.6亿美元。订阅收入增长21%，至6.2亿美元;而商户解决方案收入增长29%，至17.4亿美元。商品交易总额增长23%，至747.5亿美元。净利润为2.26亿美元，上年同期为1.44亿美元。展望未来，Shopify预计第二季度营收同比增长25%左右;毛利润同比增长15%左右，这一区间低于普遍预期的20.2%。","news_type":1,"symbols_score_info":{"SHOP":1.1}},"isVote":1,"tweetType":1,"viewCount":1392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434281214730992,"gmtCreate":1747059653599,"gmtModify":1747059654590,"author":{"id":"3497056520199210","authorId":"3497056520199210","name":"Rebeca如","avatar":"https://static.tigerbbs.com/085f185d64a6e8f55c6d2eee79093864","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497056520199210","authorIdStr":"3497056520199210"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434281214730992","repostId":"2534464273","repostType":4,"repost":{"id":"2534464273","kind":"highlight","pubTimestamp":1747057261,"share":"https://www.laohu8.com/m/news/2534464273?lang=zh_CN&edition=full","pubTime":"2025-05-12 21:41","market":"us","language":"zh","title":"股神摇身变债王！巴菲特成为美国第四大短债持有人，比美联储还要多","url":"https://stock-news.laohu8.com/highlight/detail?id=2534464273","media":"智通财经网","summary":"据摩根大通估算，伯克希尔哈撒韦持有的美国短期国债规模已达3140亿美元，成为全球第四大美国国库券持有者。","content":"<html><head></head><body><p>目前，“股神”沃伦·巴菲特旗下<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦公司正持有巨额现金等价物，不过均未得到妥善配置，巴菲特直言，股票投资还需要静待良机。</p><p>据<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>估算，伯克希尔哈撒韦持有的美国短期国债规模已达3140亿美元，成为全球第四大美国国库券持有者，<strong>这进一步巩固了该公司作为美国短期国债市场最大的非政府持有者的地位。</strong></p><p>美国国库券是指1年以下的短期国债。根据美国财政部的数据，截至3月底，美国短期国债市场的总规模为6.155万亿美元，意味着伯克希尔目前控制着这一总额的5.1%，高于前一季度的4.89%，当时其持债总额为3008.7亿美元。</p><p>根据美国国库券4.36%的平均收益率来计算，这意味着巴菲特每年仅作为美国第四大国库券持有人，就能“躺赚”约137亿美元的无风险收入。</p><p>客观地说，<strong>伯克希尔目前持有的短期国库券比美联储还多</strong>，据悉美联储的资产负债表上只有1950亿美元的短期国库券。这是一个令人震惊的事实，也凸显出巴菲特的财务地位对美国来说已经变得多么举足轻重。</p><p>等待良机</p><p>伯克希尔增持美国国债并非偶然。该公司已经连续10个季度减少了股票敞口，尽管在此期间的大部分时间里，美股仍在继续上涨。</p><p>但巴菲特没有把赌注押在上涨势头上，而是用美国国库券和现金类产品填充伯克希尔的金库，为股价最终崩盘之时建立一个“干货库”（可投资资源）。他以前也经历过这种情况，即市场过热、估值过高、风险被错误定价之时。</p><p>目前，伯克希尔哈撒韦公司的现金储备已超过3470亿美元，其中大部分都是流动性极高的政府债券。在今天的利率环境下，这种偏好正在获得大规模回报。</p><p>巴菲特大量持有美债还透露了一种信号，表明他在今天的环境中看不到什么便宜的标的，因此最好的做法是保持流动性。</p><p>此前伯克希尔举行年会上，巴菲特表示，“时不时地，你会发现合适的投资标的，偶尔，非常偶尔，但这种情况还会再次出现。我不知道何时会发生，可能是下周，也可能是五年后，但肯定不会是五十年后。届时会有大量投资机会涌现，而我们拥有现金储备，就能把握这些机会。”</p><p>巴菲特还透露，伯克希尔近期差点投入100亿美元用于投资，但最终没有出手。</p><p>巴菲特即将于今年年底卸任首席执行官，他在会上还表示，“当出现对我们有意义、我们能理解且具有良好价值的投资机会时，做出投资决策并不困难。到时候就不是投资100亿美元，而是1000亿美元。”</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>股神摇身变债王！巴菲特成为美国第四大短债持有人，比美联储还要多</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{ 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{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股神摇身变债王！巴菲特成为美国第四大短债持有人，比美联储还要多\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-12 21:41 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1292230.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>目前，“股神”沃伦·巴菲特旗下伯克希尔哈撒韦公司正持有巨额现金等价物，不过均未得到妥善配置，巴菲特直言，股票投资还需要静待良机。据摩根大通估算，伯克希尔哈撒韦持有的美国短期国债规模已达3140亿美元，成为全球第四大美国国库券持有者，这进一步巩固了该公司作为美国短期国债市场最大的非政府持有者的地位。美国国库券是指1年以下的短期国债。根据美国财政部的数据，截至3月底，美国短期国债市场的总规模为...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1292230.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/45419d3c17c8a086b41b0db62aeb0bb3","relate_stocks":{"LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4534":"瑞士信贷持仓","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0154236417.USD":"BGF US FLEXIBLE 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ACC","BRK.B":"伯克希尔B","SPY":"标普500ETF","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4581":"高盛持仓","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","SH":"做空标普500-Proshares","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC",".SPX":"S&P 500 Index","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1292230.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2534464273","content_text":"目前，“股神”沃伦·巴菲特旗下伯克希尔哈撒韦公司正持有巨额现金等价物，不过均未得到妥善配置，巴菲特直言，股票投资还需要静待良机。据摩根大通估算，伯克希尔哈撒韦持有的美国短期国债规模已达3140亿美元，成为全球第四大美国国库券持有者，这进一步巩固了该公司作为美国短期国债市场最大的非政府持有者的地位。美国国库券是指1年以下的短期国债。根据美国财政部的数据，截至3月底，美国短期国债市场的总规模为6.155万亿美元，意味着伯克希尔目前控制着这一总额的5.1%，高于前一季度的4.89%，当时其持债总额为3008.7亿美元。根据美国国库券4.36%的平均收益率来计算，这意味着巴菲特每年仅作为美国第四大国库券持有人，就能“躺赚”约137亿美元的无风险收入。客观地说，伯克希尔目前持有的短期国库券比美联储还多，据悉美联储的资产负债表上只有1950亿美元的短期国库券。这是一个令人震惊的事实，也凸显出巴菲特的财务地位对美国来说已经变得多么举足轻重。等待良机伯克希尔增持美国国债并非偶然。该公司已经连续10个季度减少了股票敞口，尽管在此期间的大部分时间里，美股仍在继续上涨。但巴菲特没有把赌注押在上涨势头上，而是用美国国库券和现金类产品填充伯克希尔的金库，为股价最终崩盘之时建立一个“干货库”（可投资资源）。他以前也经历过这种情况，即市场过热、估值过高、风险被错误定价之时。目前，伯克希尔哈撒韦公司的现金储备已超过3470亿美元，其中大部分都是流动性极高的政府债券。在今天的利率环境下，这种偏好正在获得大规模回报。巴菲特大量持有美债还透露了一种信号，表明他在今天的环境中看不到什么便宜的标的，因此最好的做法是保持流动性。此前伯克希尔举行年会上，巴菲特表示，“时不时地，你会发现合适的投资标的，偶尔，非常偶尔，但这种情况还会再次出现。我不知道何时会发生，可能是下周，也可能是五年后，但肯定不会是五十年后。届时会有大量投资机会涌现，而我们拥有现金储备，就能把握这些机会。”巴菲特还透露，伯克希尔近期差点投入100亿美元用于投资，但最终没有出手。巴菲特即将于今年年底卸任首席执行官，他在会上还表示，“当出现对我们有意义、我们能理解且具有良好价值的投资机会时，做出投资决策并不困难。到时候就不是投资100亿美元，而是1000亿美元。”","news_type":1,"symbols_score_info":{"US7Y.BOND":1,".SPX":0.6,"IVV":0.6,"SSO":0.6,"US5Y.BOND":1,"SPXU":0.6,"SDS":0.6,"US10Y.BOND":1,"US2Y.BOND":1,"OEF":0.6,"ESmain":0.6,"US30Y.BOND":1,"US12M.BOND":1,"US3Y.BOND":1,"SH":0.6,"OEX":0.6,"SPY":1,"MESmain":0.6,"BRK.B":1,"UPRO":0.6,"US6M.BOND":1,"BRK.A":1}},"isVote":1,"tweetType":1,"viewCount":982,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":277411747069960,"gmtCreate":1708756622619,"gmtModify":1708756624084,"author":{"id":"3497056520199210","authorId":"3497056520199210","name":"Rebeca如","avatar":"https://static.tigerbbs.com/085f185d64a6e8f55c6d2eee79093864","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497056520199210","authorIdStr":"3497056520199210"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/277411747069960","repostId":"276996763574288","repostType":1,"repost":{"id":276996763574288,"gmtCreate":1708657003778,"gmtModify":1708657261429,"author":{"id":"10000000000010366","authorId":"10000000000010366","name":"AIxplorer","avatar":"https://static.tigerbbs.com/29e4e2ba919f782dbfad1b78b331945f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010366","authorIdStr":"10000000000010366"},"themes":[],"title":"英伟达狂飙B面：多变的中国市场，巨头的全面围剿","htmlText":"近期科技圈的两大重头戏，除了OpenAI的Sora所带来的关于世界模型的讨论，还有一件就是英伟达（NVDA.O）的最新季报。北京时间2月22日凌晨，英伟达公布了其截至今年1月28日的2024财年第四季度财报，该季度英伟达221亿美元，同比增长 265%，环比增长 22%。市场预期为204.1亿美元；利润方面，净利润为123亿美元，同比增长了765%，按美国通用会计准则下，本季度毛利率达76%，市场预期75%。图表单位：亿美元 &nbsp;图源：硅基研究室制图对于英伟达业绩再度超预期的表现，也在市场的意料之中，投资者们将关注的重点更多放在英伟达的未来。毕竟在AI浪潮下英伟达强势的增长与盈利水平已说明一切。强劲的营收数据外，更多的人关注的两个核心问题：英伟达的增长还能持续多久？以及它凭什么可以继续增长？两个大问题被囊括进更具体的细节，比如H100等高性能GPU的出货量情况、下一代GPU产品B100规划以及CEO黄仁勋对当前竞争格局的研判，这之中也包括了备受关注的中国市场表现。游戏业务和数据中心业务，前者是英伟达起家的传统业务，后者则是AI浪潮下为英伟达贡献利润的成长性业务，二者共同构成了英伟达的基本盘。上一季度，游戏业务和数据中心业务占总营收比重接近96%，本季度这一比例维持一致。但游戏业务「降」，数据中心「升」，是英伟达基本盘变化的主线。2020年，英伟达数据中心业务的比重已和游戏业务相当，黄仁勋也多次表示：“ 我们想成为一家数据中心企业，数据中心正在占据我们业务越来越重要的地位。”在GPU领域，英伟达的领域目前无人撼动。据机构Jon Peddie Research对GPU市场的数据跟踪，2022年英伟达全年PC GPU 出货量高达3034 万块，是AMD的近4.5 倍。截至2023年第三季度，英伟达的GPU出货量也占整个市场的87%。数据中心业务的「供不应求」也拉动英伟达盈","listText":"近期科技圈的两大重头戏，除了OpenAI的Sora所带来的关于世界模型的讨论，还有一件就是英伟达（NVDA.O）的最新季报。北京时间2月22日凌晨，英伟达公布了其截至今年1月28日的2024财年第四季度财报，该季度英伟达221亿美元，同比增长 265%，环比增长 22%。市场预期为204.1亿美元；利润方面，净利润为123亿美元，同比增长了765%，按美国通用会计准则下，本季度毛利率达76%，市场预期75%。图表单位：亿美元 &nbsp;图源：硅基研究室制图对于英伟达业绩再度超预期的表现，也在市场的意料之中，投资者们将关注的重点更多放在英伟达的未来。毕竟在AI浪潮下英伟达强势的增长与盈利水平已说明一切。强劲的营收数据外，更多的人关注的两个核心问题：英伟达的增长还能持续多久？以及它凭什么可以继续增长？两个大问题被囊括进更具体的细节，比如H100等高性能GPU的出货量情况、下一代GPU产品B100规划以及CEO黄仁勋对当前竞争格局的研判，这之中也包括了备受关注的中国市场表现。游戏业务和数据中心业务，前者是英伟达起家的传统业务，后者则是AI浪潮下为英伟达贡献利润的成长性业务，二者共同构成了英伟达的基本盘。上一季度，游戏业务和数据中心业务占总营收比重接近96%，本季度这一比例维持一致。但游戏业务「降」，数据中心「升」，是英伟达基本盘变化的主线。2020年，英伟达数据中心业务的比重已和游戏业务相当，黄仁勋也多次表示：“ 我们想成为一家数据中心企业，数据中心正在占据我们业务越来越重要的地位。”在GPU领域，英伟达的领域目前无人撼动。据机构Jon Peddie Research对GPU市场的数据跟踪，2022年英伟达全年PC GPU 出货量高达3034 万块，是AMD的近4.5 倍。截至2023年第三季度，英伟达的GPU出货量也占整个市场的87%。数据中心业务的「供不应求」也拉动英伟达盈","text":"近期科技圈的两大重头戏，除了OpenAI的Sora所带来的关于世界模型的讨论，还有一件就是英伟达（NVDA.O）的最新季报。北京时间2月22日凌晨，英伟达公布了其截至今年1月28日的2024财年第四季度财报，该季度英伟达221亿美元，同比增长 265%，环比增长 22%。市场预期为204.1亿美元；利润方面，净利润为123亿美元，同比增长了765%，按美国通用会计准则下，本季度毛利率达76%，市场预期75%。图表单位：亿美元 图源：硅基研究室制图对于英伟达业绩再度超预期的表现，也在市场的意料之中，投资者们将关注的重点更多放在英伟达的未来。毕竟在AI浪潮下英伟达强势的增长与盈利水平已说明一切。强劲的营收数据外，更多的人关注的两个核心问题：英伟达的增长还能持续多久？以及它凭什么可以继续增长？两个大问题被囊括进更具体的细节，比如H100等高性能GPU的出货量情况、下一代GPU产品B100规划以及CEO黄仁勋对当前竞争格局的研判，这之中也包括了备受关注的中国市场表现。游戏业务和数据中心业务，前者是英伟达起家的传统业务，后者则是AI浪潮下为英伟达贡献利润的成长性业务，二者共同构成了英伟达的基本盘。上一季度，游戏业务和数据中心业务占总营收比重接近96%，本季度这一比例维持一致。但游戏业务「降」，数据中心「升」，是英伟达基本盘变化的主线。2020年，英伟达数据中心业务的比重已和游戏业务相当，黄仁勋也多次表示：“ 我们想成为一家数据中心企业，数据中心正在占据我们业务越来越重要的地位。”在GPU领域，英伟达的领域目前无人撼动。据机构Jon Peddie Research对GPU市场的数据跟踪，2022年英伟达全年PC GPU 出货量高达3034 万块，是AMD的近4.5 倍。截至2023年第三季度，英伟达的GPU出货量也占整个市场的87%。数据中心业务的「供不应求」也拉动英伟达盈","images":[{"img":"https://static.tigerbbs.com/4eca42226160d8d0b3e681860d5254dc","width":"722","height":"676"},{"img":"https://static.tigerbbs.com/97269485ab489c5fd31b91d732545b3a","width":"1080","height":"781"},{"img":"https://static.tigerbbs.com/1734a0282c020292e4935ffbbc70961f","width":"739","height":"106"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/276996763574288","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695473599,"gmtCreate":1641564256826,"gmtModify":1641564256826,"author":{"id":"3497056520199210","authorId":"3497056520199210","name":"Rebeca如","avatar":"https://static.tigerbbs.com/085f185d64a6e8f55c6d2eee79093864","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497056520199210","authorIdStr":"3497056520199210"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695473599","repostId":"695214475","repostType":1,"repost":{"id":695214475,"gmtCreate":1641471751206,"gmtModify":1744960779299,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440721572920950","authorIdStr":"3440721572920950"},"themes":[],"title":"美联储纪要，如何刺痛市场的神经？","htmlText":"1月5日，美股市场在美联储公布12月会议纪要之后应声下跌。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 核心问题是两个：加息、缩表。 如果你以前没有了解过这两个概念（如果了解请跳过）—— 加息，顾名思义，是指提高美国就是提高市场的基准利率，从而使商业银行的借贷成本提高，进一步迫使市场的利息也进行增加，是最基本的货币政策之一。其目的包括减少货币供应、压抑消费、压抑通货膨胀、鼓励存款、减缓市场投机等。 缩表中的“表”是指的美联储的“资产负债表”。美联储虽然是美国的“央行”，但它却是一个私人机构。如果我们把它看做是一家公司，那美联储也有“资产负债表”。虽然，我们不应该用看待$(AAPL)$这样普通公司的角度去理解，但是美联储的资产负债表依然也包括资产和负债。而缩表这一行动，意味着美联储将减少持有的资产（及负债）。 这两项行动，都是显著地减少市场上的货币供给，降低流动性。 这一次，美国股市带领着全球股市尿了 其实，美联储纪要并不是把会议的每一句话，每一个梗都抛出来。它其实是非常有目的性地将美联储在12月会后没有表达完整的意思，或者市场解读过于乐观/悲观的部分进行适当的补充，是美联储特意给市场传递的补充信息。 比如，12月会议时，美联储对Omicron病毒的认知显然不会有现在这么全面，即便美联储可以揣测美国政府的可能措施，也预计不到其他国家会做和反应。而其他国家的反应，又会影响到另一个重要因素——供应链，这是实","listText":"1月5日，美股市场在美联储公布12月会议纪要之后应声下跌。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 核心问题是两个：加息、缩表。 如果你以前没有了解过这两个概念（如果了解请跳过）—— 加息，顾名思义，是指提高美国就是提高市场的基准利率，从而使商业银行的借贷成本提高，进一步迫使市场的利息也进行增加，是最基本的货币政策之一。其目的包括减少货币供应、压抑消费、压抑通货膨胀、鼓励存款、减缓市场投机等。 缩表中的“表”是指的美联储的“资产负债表”。美联储虽然是美国的“央行”，但它却是一个私人机构。如果我们把它看做是一家公司，那美联储也有“资产负债表”。虽然，我们不应该用看待$(AAPL)$这样普通公司的角度去理解，但是美联储的资产负债表依然也包括资产和负债。而缩表这一行动，意味着美联储将减少持有的资产（及负债）。 这两项行动，都是显著地减少市场上的货币供给，降低流动性。 这一次，美国股市带领着全球股市尿了 其实，美联储纪要并不是把会议的每一句话，每一个梗都抛出来。它其实是非常有目的性地将美联储在12月会后没有表达完整的意思，或者市场解读过于乐观/悲观的部分进行适当的补充，是美联储特意给市场传递的补充信息。 比如，12月会议时，美联储对Omicron病毒的认知显然不会有现在这么全面，即便美联储可以揣测美国政府的可能措施，也预计不到其他国家会做和反应。而其他国家的反应，又会影响到另一个重要因素——供应链，这是实","text":"1月5日，美股市场在美联储公布12月会议纪要之后应声下跌。$标普500(.SPX)$ $纳斯达克(.IXIC)$ $道琼斯(.DJI)$ 核心问题是两个：加息、缩表。 如果你以前没有了解过这两个概念（如果了解请跳过）—— 加息，顾名思义，是指提高美国就是提高市场的基准利率，从而使商业银行的借贷成本提高，进一步迫使市场的利息也进行增加，是最基本的货币政策之一。其目的包括减少货币供应、压抑消费、压抑通货膨胀、鼓励存款、减缓市场投机等。 缩表中的“表”是指的美联储的“资产负债表”。美联储虽然是美国的“央行”，但它却是一个私人机构。如果我们把它看做是一家公司，那美联储也有“资产负债表”。虽然，我们不应该用看待$(AAPL)$这样普通公司的角度去理解，但是美联储的资产负债表依然也包括资产和负债。而缩表这一行动，意味着美联储将减少持有的资产（及负债）。 这两项行动，都是显著地减少市场上的货币供给，降低流动性。 这一次，美国股市带领着全球股市尿了 其实，美联储纪要并不是把会议的每一句话，每一个梗都抛出来。它其实是非常有目的性地将美联储在12月会后没有表达完整的意思，或者市场解读过于乐观/悲观的部分进行适当的补充，是美联储特意给市场传递的补充信息。 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美国经济正朝着美联储的最大就业目标快速前进，劳动力市场继续走强，失业率迅速下降，就业人数稳步增长。 而在当下通胀持续飙升的状况下，「充分就业」则意味着是开启加息前的最后一道重要门槛。 有市场分析师认为： 3月份的加息概率是99%，而且无论当时通胀存在还是不存在，都阻挡不了加第1次息。 面对加息的临近，2022年刚开始，全球股市便引来了大跌，昨夜美股重挫：不过，尽管加息对股市会起到“抽水”作用，但众多投资者仍表现乐观。 有人为，痛苦可能只会维持到3月之前，当3月公布加息后，也就利空落地了。也就是说，2022年可能会是一个低开高走的市场行情。 同时，华尔街诸多大行，<a href=\"https://laohu8.com/S/GS\">$高盛(GS)$</a> 、<a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> 、<a href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> 等，公布了2022年他们最看好六个板块： 1. 金融 共识：估值合理、成长看起来强劲、利率上升将提高银行的盈利能力。 摩根士丹利策略师，指出： 加息，这对仰赖经济增长的股票构成威胁，但对银行来说却是利好，因为长期利率上升使银行能够通过低成本借贷和高利率放贷来提高利润。 不过，瑞士信贷并不看好金融板块，理由是2022年成长前景趋弱。但鲜有公司预计经济会在2022年再次大幅放缓。 2. 能源 共识：石油超级周期、通胀保值收益、估值便宜。 摩根大通策略师，表示： 相信，油价飙升的「超级周期」才刚刚开始。 3. 医疗保健 共识：估值合理、收益稳定，并具有防御性。 <a href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> 分析师，表示： 如果经济","listText":"近期，美联储诸多官员认为： 美国经济正朝着美联储的最大就业目标快速前进，劳动力市场继续走强，失业率迅速下降，就业人数稳步增长。 而在当下通胀持续飙升的状况下，「充分就业」则意味着是开启加息前的最后一道重要门槛。 有市场分析师认为： 3月份的加息概率是99%，而且无论当时通胀存在还是不存在，都阻挡不了加第1次息。 面对加息的临近，2022年刚开始，全球股市便引来了大跌，昨夜美股重挫：不过，尽管加息对股市会起到“抽水”作用，但众多投资者仍表现乐观。 有人为，痛苦可能只会维持到3月之前，当3月公布加息后，也就利空落地了。也就是说，2022年可能会是一个低开高走的市场行情。 同时，华尔街诸多大行，<a href=\"https://laohu8.com/S/GS\">$高盛(GS)$</a> 、<a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> 、<a href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> 等，公布了2022年他们最看好六个板块： 1. 金融 共识：估值合理、成长看起来强劲、利率上升将提高银行的盈利能力。 摩根士丹利策略师，指出： 加息，这对仰赖经济增长的股票构成威胁，但对银行来说却是利好，因为长期利率上升使银行能够通过低成本借贷和高利率放贷来提高利润。 不过，瑞士信贷并不看好金融板块，理由是2022年成长前景趋弱。但鲜有公司预计经济会在2022年再次大幅放缓。 2. 能源 共识：石油超级周期、通胀保值收益、估值便宜。 摩根大通策略师，表示： 相信，油价飙升的「超级周期」才刚刚开始。 3. 医疗保健 共识：估值合理、收益稳定，并具有防御性。 <a href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> 分析师，表示： 如果经济","text":"近期，美联储诸多官员认为： 美国经济正朝着美联储的最大就业目标快速前进，劳动力市场继续走强，失业率迅速下降，就业人数稳步增长。 而在当下通胀持续飙升的状况下，「充分就业」则意味着是开启加息前的最后一道重要门槛。 有市场分析师认为： 3月份的加息概率是99%，而且无论当时通胀存在还是不存在，都阻挡不了加第1次息。 面对加息的临近，2022年刚开始，全球股市便引来了大跌，昨夜美股重挫：不过，尽管加息对股市会起到“抽水”作用，但众多投资者仍表现乐观。 有人为，痛苦可能只会维持到3月之前，当3月公布加息后，也就利空落地了。也就是说，2022年可能会是一个低开高走的市场行情。 同时，华尔街诸多大行，$高盛(GS)$ 、$摩根大通(JPM)$ 、$摩根士丹利(MS)$ 等，公布了2022年他们最看好六个板块： 1. 金融 共识：估值合理、成长看起来强劲、利率上升将提高银行的盈利能力。 摩根士丹利策略师，指出： 加息，这对仰赖经济增长的股票构成威胁，但对银行来说却是利好，因为长期利率上升使银行能够通过低成本借贷和高利率放贷来提高利润。 不过，瑞士信贷并不看好金融板块，理由是2022年成长前景趋弱。但鲜有公司预计经济会在2022年再次大幅放缓。 2. 能源 共识：石油超级周期、通胀保值收益、估值便宜。 摩根大通策略师，表示： 相信，油价飙升的「超级周期」才刚刚开始。 3. 医疗保健 共识：估值合理、收益稳定，并具有防御性。 $美国银行(BAC)$ 分析师，表示： 如果经济","images":[{"img":"https://static.tigerbbs.com/61f863b837af93de6a2af6cb50221cda","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695623816","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195064269,"gmtCreate":1621241045651,"gmtModify":1621241045651,"author":{"id":"3497056520199210","authorId":"3497056520199210","name":"Rebeca如","avatar":"https://static.tigerbbs.com/085f185d64a6e8f55c6d2eee79093864","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497056520199210","authorIdStr":"3497056520199210"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195064269","repostId":"193476569","repostType":1,"repost":{"id":193476569,"gmtCreate":1620814978251,"gmtModify":1724042508506,"author":{"id":"3497328009582754","authorId":"3497328009582754","name":"桃李春风益点财","avatar":"https://static.tigerbbs.com/dc8827e0d2ccb8087a4e15cbe447ad5c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497328009582754","authorIdStr":"3497328009582754"},"themes":[],"title":"人口普查: 老龄少子，男多女少，投资机会看这里！","htmlText":"千呼万唤始出来，就在昨天，万众瞩目的第七次全国人口普查数据公布了，结果有点超预期。人口普查数据本该今年4月份出炉但由于种种原因迟迟未能公布，坊间有不少声音认为数据可能不大乐观，此次普查结果将会因为人口大幅度下降而引发轰动，而此次普查又事关国家未来战略布局，在统计初期便运用大数据、移动通信等最新科技手段，可谓是有史以来最最细致、质量最高的人口统计，因此在公布数据上更加谨慎。好在昨天数据公布之后，比之前市场预期的要好，然而现阶段咱们的人口结构问题也逐渐凸显了。如果你认为人口普查的意义只是清点一下全国到底有多少人，目前生育率如何，死亡率如何，那么大错特错，人口总数是次要的，更重要的是年龄段分布、地区分布、性别分布等。图注：图片源自网络，版权属原作者人口普查的结果其实与大家的钱袋子也密切相关，大家最关心的楼市和股市都与人口结构息息相关。比如从地区分布看，未来5年、10年一二线城市又将流入多少人从而影响楼市动态，大城市房价是否还有上涨空间呢，小城市的房价还能撑多久？从年龄段分布来看，30、40岁以下的青年劳动力有多少，50-60岁以上的老年人是不是越来越多，现在社会上的学校和养老院、医疗机构是否能匹配当前人口年龄段需求呢？每一次人口普查，对我国的影响都是深远的，特别是本次（第七次）人口普查，我国已经来到了百年大局的拐点，世界也处在巨变的前夜，加上疫情的冲击我国未来社会发展受到各方压力冲击，国家急需掌握真实的人口结构，为实现现代化进程的速度与强度进行修正，比如老龄人口到底占比多少，老龄化到哪个程度了？新生儿现在出生率如何？县城人口增长潜力还有多大？人口红利预计多久冲顶？这些数据都很关键，不搞清楚容易造成计划过于激进或过于保守，不利于有序推进民生和经济的发展。一句话总结此次人口普查数据结果：总人口继续保持低速增长，增速略有下滑；性别结构有所改善；人口老龄化程度进一步加深。1、人口结构现状","listText":"千呼万唤始出来，就在昨天，万众瞩目的第七次全国人口普查数据公布了，结果有点超预期。人口普查数据本该今年4月份出炉但由于种种原因迟迟未能公布，坊间有不少声音认为数据可能不大乐观，此次普查结果将会因为人口大幅度下降而引发轰动，而此次普查又事关国家未来战略布局，在统计初期便运用大数据、移动通信等最新科技手段，可谓是有史以来最最细致、质量最高的人口统计，因此在公布数据上更加谨慎。好在昨天数据公布之后，比之前市场预期的要好，然而现阶段咱们的人口结构问题也逐渐凸显了。如果你认为人口普查的意义只是清点一下全国到底有多少人，目前生育率如何，死亡率如何，那么大错特错，人口总数是次要的，更重要的是年龄段分布、地区分布、性别分布等。图注：图片源自网络，版权属原作者人口普查的结果其实与大家的钱袋子也密切相关，大家最关心的楼市和股市都与人口结构息息相关。比如从地区分布看，未来5年、10年一二线城市又将流入多少人从而影响楼市动态，大城市房价是否还有上涨空间呢，小城市的房价还能撑多久？从年龄段分布来看，30、40岁以下的青年劳动力有多少，50-60岁以上的老年人是不是越来越多，现在社会上的学校和养老院、医疗机构是否能匹配当前人口年龄段需求呢？每一次人口普查，对我国的影响都是深远的，特别是本次（第七次）人口普查，我国已经来到了百年大局的拐点，世界也处在巨变的前夜，加上疫情的冲击我国未来社会发展受到各方压力冲击，国家急需掌握真实的人口结构，为实现现代化进程的速度与强度进行修正，比如老龄人口到底占比多少，老龄化到哪个程度了？新生儿现在出生率如何？县城人口增长潜力还有多大？人口红利预计多久冲顶？这些数据都很关键，不搞清楚容易造成计划过于激进或过于保守，不利于有序推进民生和经济的发展。一句话总结此次人口普查数据结果：总人口继续保持低速增长，增速略有下滑；性别结构有所改善；人口老龄化程度进一步加深。1、人口结构现状","text":"千呼万唤始出来，就在昨天，万众瞩目的第七次全国人口普查数据公布了，结果有点超预期。人口普查数据本该今年4月份出炉但由于种种原因迟迟未能公布，坊间有不少声音认为数据可能不大乐观，此次普查结果将会因为人口大幅度下降而引发轰动，而此次普查又事关国家未来战略布局，在统计初期便运用大数据、移动通信等最新科技手段，可谓是有史以来最最细致、质量最高的人口统计，因此在公布数据上更加谨慎。好在昨天数据公布之后，比之前市场预期的要好，然而现阶段咱们的人口结构问题也逐渐凸显了。如果你认为人口普查的意义只是清点一下全国到底有多少人，目前生育率如何，死亡率如何，那么大错特错，人口总数是次要的，更重要的是年龄段分布、地区分布、性别分布等。图注：图片源自网络，版权属原作者人口普查的结果其实与大家的钱袋子也密切相关，大家最关心的楼市和股市都与人口结构息息相关。比如从地区分布看，未来5年、10年一二线城市又将流入多少人从而影响楼市动态，大城市房价是否还有上涨空间呢，小城市的房价还能撑多久？从年龄段分布来看，30、40岁以下的青年劳动力有多少，50-60岁以上的老年人是不是越来越多，现在社会上的学校和养老院、医疗机构是否能匹配当前人口年龄段需求呢？每一次人口普查，对我国的影响都是深远的，特别是本次（第七次）人口普查，我国已经来到了百年大局的拐点，世界也处在巨变的前夜，加上疫情的冲击我国未来社会发展受到各方压力冲击，国家急需掌握真实的人口结构，为实现现代化进程的速度与强度进行修正，比如老龄人口到底占比多少，老龄化到哪个程度了？新生儿现在出生率如何？县城人口增长潜力还有多大？人口红利预计多久冲顶？这些数据都很关键，不搞清楚容易造成计划过于激进或过于保守，不利于有序推进民生和经济的发展。一句话总结此次人口普查数据结果：总人口继续保持低速增长，增速略有下滑；性别结构有所改善；人口老龄化程度进一步加深。1、人口结构现状","images":[{"img":"https://static.tigerbbs.com/c50929fd60d4411f2cc8eee5c6f6bfe4","width":"554","height":"355"},{"img":"https://static.tigerbbs.com/f5079fba0cfc99ae562f69119be9dcd3","width":"554","height":"392"},{"img":"https://static.tigerbbs.com/077dcc5af9e54e60eebd859811aad658","width":"554","height":"249"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193476569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":910096515,"gmtCreate":1575433392437,"gmtModify":1704729473059,"author":{"id":"3497056520199210","authorId":"3497056520199210","name":"Rebeca如","avatar":"https://static.tigerbbs.com/085f185d64a6e8f55c6d2eee79093864","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497056520199210","authorIdStr":"3497056520199210"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/910096515","repostId":"937776655","repostType":1,"repost":{"id":937776655,"gmtCreate":1575417820794,"gmtModify":1742967446241,"author":{"id":"3502176745308642","authorId":"3502176745308642","name":"阿尔法工场","avatar":"https://static.tigerbbs.com/5c1e2784f547ee3820545b047bf31adf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502176745308642","authorIdStr":"3502176745308642"},"themes":[],"title":"除了让董明珠身家百亿，高瓴还打算在格力上赚个三五倍","htmlText":"导语：用张磊自己的话说，最好的投资是不用退出的投资。 2019 年12 月2 日晚，格力电器(SZ:000651)发布关于公司控股股东签署《股份转让协议》暨公司控制权拟发生变更的提示性公告。 公告称12 月2 日格力集团与珠海明骏正式签署《股权转让协议》，向珠海明骏转让 15%股份，合计转让价款416.62亿元，转让价46.17元/股（较底价高5%，较11 月29日收盘价折价 20% ），锁定期3 年。 自此，长达8个月的混改顺利落地，格力电器也于2019 年12 月3 日复牌，格力正式成为无实际控制权的公司。 （点击可看大图） 混改后格力全新的股权结构 严格来说，这次的混改彻底改变了格力这家公司激励机制，也就改变了格力电器基本面，这些变化从三个层面陈述。 第一层变化，管理层与混改基金利益绑定 若以格力三季报的持股比例来看，董明珠已经持有了0.74%的格力电器。但此次混改之后，如果以董明珠持股珠海格臻95.5%来判断，混改后的董明珠持股比例已经到了整个格力电器公司的2.33%。 也就是说，如果以12月3日收盘价的格力市值判断，董明珠持有的总市值已经站上85亿人民币，如果以2018年富豪身价排名，董明珠也已经跻身中国富豪排行榜前400名。 对于打工皇帝一生来说，董明珠已经功德圆满。除了羡慕，无话可说。 （点击可看大图） 此外，在高瓴复杂如电路图般的股权结构设计中，除了直接董明珠身价的迅速暴涨接近百亿之外，这份协议也彻底解决了格力电器即将面临的接班问题： 一方面，混改结束后，新主人高瓴将推进上市公司层面给与不超过4%的上市公司股份的股权激励计划，将管理层与股东的利益彻底绑定，以当前市值计算，这部分激励总金额接近150亿； 同时，就珠海明骏产生的GP收益，管理层享有41%的分配比例；管理层实体确保其享有占全部GP收益的8%部分再以适当方式分配给上市公司管理层成员和员工。若以2%管","listText":"导语：用张磊自己的话说，最好的投资是不用退出的投资。 2019 年12 月2 日晚，格力电器(SZ:000651)发布关于公司控股股东签署《股份转让协议》暨公司控制权拟发生变更的提示性公告。 公告称12 月2 日格力集团与珠海明骏正式签署《股权转让协议》，向珠海明骏转让 15%股份，合计转让价款416.62亿元，转让价46.17元/股（较底价高5%，较11 月29日收盘价折价 20% ），锁定期3 年。 自此，长达8个月的混改顺利落地，格力电器也于2019 年12 月3 日复牌，格力正式成为无实际控制权的公司。 （点击可看大图） 混改后格力全新的股权结构 严格来说，这次的混改彻底改变了格力这家公司激励机制，也就改变了格力电器基本面，这些变化从三个层面陈述。 第一层变化，管理层与混改基金利益绑定 若以格力三季报的持股比例来看，董明珠已经持有了0.74%的格力电器。但此次混改之后，如果以董明珠持股珠海格臻95.5%来判断，混改后的董明珠持股比例已经到了整个格力电器公司的2.33%。 也就是说，如果以12月3日收盘价的格力市值判断，董明珠持有的总市值已经站上85亿人民币，如果以2018年富豪身价排名，董明珠也已经跻身中国富豪排行榜前400名。 对于打工皇帝一生来说，董明珠已经功德圆满。除了羡慕，无话可说。 （点击可看大图） 此外，在高瓴复杂如电路图般的股权结构设计中，除了直接董明珠身价的迅速暴涨接近百亿之外，这份协议也彻底解决了格力电器即将面临的接班问题： 一方面，混改结束后，新主人高瓴将推进上市公司层面给与不超过4%的上市公司股份的股权激励计划，将管理层与股东的利益彻底绑定，以当前市值计算，这部分激励总金额接近150亿； 同时，就珠海明骏产生的GP收益，管理层享有41%的分配比例；管理层实体确保其享有占全部GP收益的8%部分再以适当方式分配给上市公司管理层成员和员工。若以2%管","text":"导语：用张磊自己的话说，最好的投资是不用退出的投资。 2019 年12 月2 日晚，格力电器(SZ:000651)发布关于公司控股股东签署《股份转让协议》暨公司控制权拟发生变更的提示性公告。 公告称12 月2 日格力集团与珠海明骏正式签署《股权转让协议》，向珠海明骏转让 15%股份，合计转让价款416.62亿元，转让价46.17元/股（较底价高5%，较11 月29日收盘价折价 20% ），锁定期3 年。 自此，长达8个月的混改顺利落地，格力电器也于2019 年12 月3 日复牌，格力正式成为无实际控制权的公司。 （点击可看大图） 混改后格力全新的股权结构 严格来说，这次的混改彻底改变了格力这家公司激励机制，也就改变了格力电器基本面，这些变化从三个层面陈述。 第一层变化，管理层与混改基金利益绑定 若以格力三季报的持股比例来看，董明珠已经持有了0.74%的格力电器。但此次混改之后，如果以董明珠持股珠海格臻95.5%来判断，混改后的董明珠持股比例已经到了整个格力电器公司的2.33%。 也就是说，如果以12月3日收盘价的格力市值判断，董明珠持有的总市值已经站上85亿人民币，如果以2018年富豪身价排名，董明珠也已经跻身中国富豪排行榜前400名。 对于打工皇帝一生来说，董明珠已经功德圆满。除了羡慕，无话可说。 （点击可看大图） 此外，在高瓴复杂如电路图般的股权结构设计中，除了直接董明珠身价的迅速暴涨接近百亿之外，这份协议也彻底解决了格力电器即将面临的接班问题： 一方面，混改结束后，新主人高瓴将推进上市公司层面给与不超过4%的上市公司股份的股权激励计划，将管理层与股东的利益彻底绑定，以当前市值计算，这部分激励总金额接近150亿； 同时，就珠海明骏产生的GP收益，管理层享有41%的分配比例；管理层实体确保其享有占全部GP收益的8%部分再以适当方式分配给上市公司管理层成员和员工。若以2%管","images":[{"img":"https://static.tigerbbs.com/2a988496db5d6cf5a9ab7a7a9c1100d9"},{"img":"https://static.tigerbbs.com/129c6fd3d8b067dde402b3e97866b415"},{"img":"https://static.tigerbbs.com/cb1d39841174cccc4a6e070f6713e316"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/937776655","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":937764538,"gmtCreate":1575384962424,"gmtModify":1704729397669,"author":{"id":"3497056520199210","authorId":"3497056520199210","name":"Rebeca如","avatar":"https://static.tigerbbs.com/085f185d64a6e8f55c6d2eee79093864","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497056520199210","authorIdStr":"3497056520199210"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/937764538","repostId":"1988796949","repostType":2,"repost":{"id":"1988796949","kind":"news","pubTimestamp":1575196260,"share":"https://www.laohu8.com/m/news/1988796949?lang=zh_CN&edition=full","pubTime":"2019-12-01 18:31","market":"us","language":"zh","title":"“抱团股”大跌背后：基金保排名落袋为安","url":"https://stock-news.laohu8.com/highlight/detail?id=1988796949","media":"一财网","summary":"原标题：“抱团股”大跌背后：基金保排名落袋为安，调整幅度分歧大\n　　11月22日以来，今年来的“抱团股”和强势股补跌成为A股一大现象，至今短短六个交易日，贵州茅台（600519.SH）、爱尔眼科（30","content":"<html><body><div>\n<p>　　<span>原标题：“抱团股”大跌背后：基金保排名落袋为安，调整幅度分歧大</span></p>\n<p cms-style=\"font-L\">　　11月22日以来，今年来的“抱团股”和强势股补跌成为A股一大现象，至今短短六个交易日，<span><a href=\"https://laohu8.com/S/600519\">贵州茅台</a></span><span></span>（600519.SH）、<span><a href=\"https://laohu8.com/S/300015\">爱尔眼科</a></span><span></span>（300015.SZ）等明星股下跌均超过8%，11只市值超千亿龙头市值合计缩水约1380亿。</p>\n<p cms-style=\"font-L\">　　“主要是估值太高了，并且公募为代表的机构通过‘抱团股’赚得盆满钵满，不论是不是考核提前，将浮盈落袋为安很正常。”12月1日，一位险资人士在接受第一财经记者采访时分析称。</p>\n<p cms-style=\"font-L\">　　不仅买方选择获利了结，甚至也有卖方表示，“抱团股”的下跌并没有结束，另外外资主动流入在减弱，“稳定器”效果减弱。对比历史数据显示，总体来看，市场行情调整后期强势股补跌幅度往往20%-30%，此轮调整的空间截至目前相对较小。</p>\n<p cms-style=\"font-L strong-Bold\">　　“抱团股”集体调整</p>\n<p cms-style=\"font-L\">　　上周五，以贵州茅台、爱尔眼科等为代表的抱团股和蓝筹龙头遭遇大跌，截至当日收盘，贵州茅台下跌3.98%，盘中跌幅一度超过5%；爱尔眼科下跌4.54%；<span><a href=\"https://laohu8.com/S/600276\">恒瑞医药</a></span><span></span>（600276.SH）下跌4.21%。</p>\n<p cms-style=\"font-L\">　　而强势“抱团”股的这场变局始于11月22日。从11月22日至今，短短的6个交易日，贵州茅台下跌8.31%，爱尔眼科下跌9.27%，恒瑞医药下跌7.24%。</p>\n<p cms-style=\"font-L\">　　第一财经统计，市值超过千亿、且在11月22日至今跌幅超过4.5%的白马蓝筹有11家，这11家白马股市值合计下跌1380亿。</p>\n<p cms-style=\"font-L\">　　今年来，A 股市场前期表现出抱团核心资产局面，且持仓结构不断集中，前期集中持仓板块的估值迅速攀升。</p>\n<p cms-style=\"font-L\">　　记者注意到，贵州茅台此前估值达到38倍，接近2018年1月的估值水平，处于过去10年偏高的估值区域；恒瑞医药此前估值达到87倍，<span><a href=\"https://laohu8.com/S/603288\">海天味业</a></span><span></span>估值超过60倍、爱尔眼科估值达到110倍，都处于上市以来最高估值区域。</p>\n<p cms-style=\"font-L\">　　而抱团这些强势股的公募基金，一方面造就了一个又一个“历史新高”，另一方面又在这种行情中成为大赢家。</p>\n<p cms-style=\"font-L\">　　<span><a href=\"https://laohu8.com/S/300059\">东方财富</a></span><span></span>choice统计显示，今年前11个月，单位净值增长率超过30%的超过混合开放式基金超过1000只为1008只；单位净值增长率超过30%的股票开放式基金有217只，也就是说，市场上超过1200只基金今年的收益率已经超过了30%。</p>\n<p cms-style=\"font-L\">　　而收益超过60%的基金也是比比皆是，股票型基金有38只，混合型基金有86只，合计超过120只。</p>\n<p cms-style=\"font-L\">　　“今年股票基金整体收益非常好，过去十年中仅次于2009年。机构和基金投资者都积累了丰厚的收益。”北京某公募基金经理称。</p>\n<p cms-style=\"font-L\">　　但相较于“国内机构的不断卖出”，近期外资却在逆势买入：过去6个交易日，北向资金连续净流入，合计流入328.4亿。</p>\n<p cms-style=\"font-L\">　　数据进一步显示，上周沪股通日均成交额 279.07 亿元，较上周增长 63.73%，日均买入成交额 155.11 亿元，增长 84.15%，沪股通资金净流入 155.72 亿元，较上周多流入 165.64 亿元。上周深股通日均成交额275.11亿元，较上周增长40.07%，日均买入成交额153.88亿元，增长 46.63%；深股通资金净流入163.25亿元，较上周多流入95.86亿元。</p>\n<p cms-style=\"font-L strong-Bold\">　　估值仍需消化？</p>\n<p cms-style=\"font-L\">　　历史复盘来看，机构行为在岁末趋于保守，前期盈利会加剧年末集中赎回、并会放大处置效应。</p>\n<p cms-style=\"font-L\">　　“从我们测算的机构仓位以及当前‘抱团’股的补跌情况来看，‘抱团’股的调整仍然没有结束。”<span><a href=\"https://laohu8.com/S/600030\">中信证券</a></span><span></span>更是表示。</p>\n<p cms-style=\"font-L\">　　同时，<a href=\"https://laohu8.com/S/06030\">中信证券</a>表示，在本轮MSCI扩容中，外资主动流入明显减弱，过去2年外资的“稳定器”效应也在减弱。</p>\n<p cms-style=\"font-L\">　　“今年行业主要得益于流动性推升和风险偏好的修复，所以如果未来基本面没有超预期上行，整个市场还是需要消化估值的。”上述北京公募基金经理表示。</p>\n<p cms-style=\"font-L\">　　因此，不少机构人士认为在2019年最后一个月，最好的做法是转向防御。一般来说，防御方式主要是两种，一种是降低仓位，另一种是切换至防御品种，当下防御板块主要是指低估值领域，比如低估的汽车、建材以及房地产。</p>\n<p cms-style=\"font-L\">　　比如华创证券分析，强周期行业由于前期持续回调，当前PE、PB 估值均处于历史低位，强周期板块低估值虽不是强逻辑，但对于行业格局较好，且业绩确定性较强的周期股从防御角度看，具有相对吸引力，重点关注钢铁、水泥、化工中受益集中度提升，且流动性较好的龙头股。</p>\n<p cms-style=\"font-L\">　　值得一提的是，对于险资来说，资管新规的推出，许多非标债券到期后险资无法再次续作，这压缩了险资配置非标的空间。为保持利润的稳定性，高股息股票将成为险资的较优选择。</p>\n<p cms-style=\"font-L\">　　险资投资相关人士则依旧看好龙头公司。其认为A股不少龙头公司在过去几年经济增速下行阶段逆势扩张，在各自相应的行业形成寡头垄断地位。在同行业其他公司利润下滑的情况下，龙头公司的财务报表每年仍能保持一定的增速。这种确定性的增速，让市场给予了龙头公司更多的溢价。</p>\n<p cms-style=\"font-L\">　　“从GDP增速表现来看，我国经济增长未来还将有很长的一段时间处于下行、筑底的过程中。在经济触底反弹之前，买龙头的核心逻辑就一直不会改变。”该人士称。</p>\n<p cms-style=\"font-L\">　　随着市场的进一步调整，A股的估值再一次处于历史低位。统计显示截至目前，上证综指PE为16倍，中小板指为25倍，创业板指为51倍，上证50为9倍，沪深300为12倍，中证500为26倍。</p>\n<p cms-style=\"font-L\">　　此内容为第一财经原创，著作权归第一财经所有。未经第一财经书面授权，不得以任何方式加以使用，包括转载、摘编、复制或建立镜像。第一财经保留追究侵权者法律责任的权利。 如需获得授权请联系第一财经版权部：021-22002972或021-22002335；banquan@yicai.com。</p>\n<p>责任编辑：王涵 </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>“抱团股”大跌背后：基金保排名落袋为安</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“抱团股”大跌背后：基金保排名落袋为安\n</h2>\n\n<h4 class=\"meta\">\n\n\n2019-12-01 18:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2019-12-01/doc-iihnzahi4590117.shtml><strong>一财网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：“抱团股”大跌背后：基金保排名落袋为安，调整幅度分歧大\n　　11月22日以来，今年来的“抱团股”和强势股补跌成为A股一大现象，至今短短六个交易日，贵州茅台（600519.SH）、爱尔眼科（300015.SZ）等明星股下跌均超过8%，11只市值超千亿龙头市值合计缩水约1380亿。\n　　“主要是估值太高了，并且公募为代表的机构通过‘抱团股’赚得盆满钵满，不论是不是考核提前，将浮盈落袋为安很正常...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2019-12-01/doc-iihnzahi4590117.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1fc1f5e2fa377c378fa230c10e0849a2","relate_stocks":{},"source_url":"https://finance.sina.com.cn/roll/2019-12-01/doc-iihnzahi4590117.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"1988796949","content_text":"原标题：“抱团股”大跌背后：基金保排名落袋为安，调整幅度分歧大\n　　11月22日以来，今年来的“抱团股”和强势股补跌成为A股一大现象，至今短短六个交易日，贵州茅台（600519.SH）、爱尔眼科（300015.SZ）等明星股下跌均超过8%，11只市值超千亿龙头市值合计缩水约1380亿。\n　　“主要是估值太高了，并且公募为代表的机构通过‘抱团股’赚得盆满钵满，不论是不是考核提前，将浮盈落袋为安很正常。”12月1日，一位险资人士在接受第一财经记者采访时分析称。\n　　不仅买方选择获利了结，甚至也有卖方表示，“抱团股”的下跌并没有结束，另外外资主动流入在减弱，“稳定器”效果减弱。对比历史数据显示，总体来看，市场行情调整后期强势股补跌幅度往往20%-30%，此轮调整的空间截至目前相对较小。\n　　“抱团股”集体调整\n　　上周五，以贵州茅台、爱尔眼科等为代表的抱团股和蓝筹龙头遭遇大跌，截至当日收盘，贵州茅台下跌3.98%，盘中跌幅一度超过5%；爱尔眼科下跌4.54%；恒瑞医药（600276.SH）下跌4.21%。\n　　而强势“抱团”股的这场变局始于11月22日。从11月22日至今，短短的6个交易日，贵州茅台下跌8.31%，爱尔眼科下跌9.27%，恒瑞医药下跌7.24%。\n　　第一财经统计，市值超过千亿、且在11月22日至今跌幅超过4.5%的白马蓝筹有11家，这11家白马股市值合计下跌1380亿。\n　　今年来，A 股市场前期表现出抱团核心资产局面，且持仓结构不断集中，前期集中持仓板块的估值迅速攀升。\n　　记者注意到，贵州茅台此前估值达到38倍，接近2018年1月的估值水平，处于过去10年偏高的估值区域；恒瑞医药此前估值达到87倍，海天味业估值超过60倍、爱尔眼科估值达到110倍，都处于上市以来最高估值区域。\n　　而抱团这些强势股的公募基金，一方面造就了一个又一个“历史新高”，另一方面又在这种行情中成为大赢家。\n　　东方财富choice统计显示，今年前11个月，单位净值增长率超过30%的超过混合开放式基金超过1000只为1008只；单位净值增长率超过30%的股票开放式基金有217只，也就是说，市场上超过1200只基金今年的收益率已经超过了30%。\n　　而收益超过60%的基金也是比比皆是，股票型基金有38只，混合型基金有86只，合计超过120只。\n　　“今年股票基金整体收益非常好，过去十年中仅次于2009年。机构和基金投资者都积累了丰厚的收益。”北京某公募基金经理称。\n　　但相较于“国内机构的不断卖出”，近期外资却在逆势买入：过去6个交易日，北向资金连续净流入，合计流入328.4亿。\n　　数据进一步显示，上周沪股通日均成交额 279.07 亿元，较上周增长 63.73%，日均买入成交额 155.11 亿元，增长 84.15%，沪股通资金净流入 155.72 亿元，较上周多流入 165.64 亿元。上周深股通日均成交额275.11亿元，较上周增长40.07%，日均买入成交额153.88亿元，增长 46.63%；深股通资金净流入163.25亿元，较上周多流入95.86亿元。\n　　估值仍需消化？\n　　历史复盘来看，机构行为在岁末趋于保守，前期盈利会加剧年末集中赎回、并会放大处置效应。\n　　“从我们测算的机构仓位以及当前‘抱团’股的补跌情况来看，‘抱团’股的调整仍然没有结束。”中信证券更是表示。\n　　同时，中信证券表示，在本轮MSCI扩容中，外资主动流入明显减弱，过去2年外资的“稳定器”效应也在减弱。\n　　“今年行业主要得益于流动性推升和风险偏好的修复，所以如果未来基本面没有超预期上行，整个市场还是需要消化估值的。”上述北京公募基金经理表示。\n　　因此，不少机构人士认为在2019年最后一个月，最好的做法是转向防御。一般来说，防御方式主要是两种，一种是降低仓位，另一种是切换至防御品种，当下防御板块主要是指低估值领域，比如低估的汽车、建材以及房地产。\n　　比如华创证券分析，强周期行业由于前期持续回调，当前PE、PB 估值均处于历史低位，强周期板块低估值虽不是强逻辑，但对于行业格局较好，且业绩确定性较强的周期股从防御角度看，具有相对吸引力，重点关注钢铁、水泥、化工中受益集中度提升，且流动性较好的龙头股。\n　　值得一提的是，对于险资来说，资管新规的推出，许多非标债券到期后险资无法再次续作，这压缩了险资配置非标的空间。为保持利润的稳定性，高股息股票将成为险资的较优选择。\n　　险资投资相关人士则依旧看好龙头公司。其认为A股不少龙头公司在过去几年经济增速下行阶段逆势扩张，在各自相应的行业形成寡头垄断地位。在同行业其他公司利润下滑的情况下，龙头公司的财务报表每年仍能保持一定的增速。这种确定性的增速，让市场给予了龙头公司更多的溢价。\n　　“从GDP增速表现来看，我国经济增长未来还将有很长的一段时间处于下行、筑底的过程中。在经济触底反弹之前，买龙头的核心逻辑就一直不会改变。”该人士称。\n　　随着市场的进一步调整，A股的估值再一次处于历史低位。统计显示截至目前，上证综指PE为16倍，中小板指为25倍，创业板指为51倍，上证50为9倍，沪深300为12倍，中证500为26倍。\n　　此内容为第一财经原创，著作权归第一财经所有。未经第一财经书面授权，不得以任何方式加以使用，包括转载、摘编、复制或建立镜像。第一财经保留追究侵权者法律责任的权利。 如需获得授权请联系第一财经版权部：021-22002972或021-22002335；banquan@yicai.com。\n责任编辑：王涵","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":535113368179768,"gmtCreate":1771663889171,"gmtModify":1771663891174,"author":{"id":"3497056520199210","authorId":"3497056520199210","name":"Rebeca如","avatar":"https://static.tigerbbs.com/085f185d64a6e8f55c6d2eee79093864","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3497056520199210","idStr":"3497056520199210"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/535113368179768","repostId":"2566071946","repostType":2,"repost":{"id":"2566071946","kind":"news","pubTimestamp":1757513112,"share":"https://www.laohu8.com/m/news/2566071946?lang=zh_CN&edition=full","pubTime":"2025-09-10 22:05","market":"fut","language":"zh","title":"美股异动 | 受甲骨文(ORCL.US)财报提振 CoreWeave(CRWV.US)涨超20%","url":"https://stock-news.laohu8.com/highlight/detail?id=2566071946","media":"智通财经","summary":"智通财经APP获悉，周三，云基础设施公司CoreWeave股价拉涨，截至发稿，该股涨超20%，报120.19美元。该股股价受到甲骨文财报提振，甲骨文预期，2026财年的云基础设施将达到180亿美元，较2025财年的103亿美元增长近77%。除CoreWeave外，同为AI 云基础设施概念股Nebius在宣布股票增发后股价依然延续此前涨势，盘前该股一度跌超5%，截至发稿，该股涨超2%，报97.47美元。此前微软与该公司签署价值174亿美元的云服务协议。","content":"<html><body><p>智通财经APP获悉，周三，云基础设施公司<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>(CRWV.US)股价拉涨，截至发稿，该股涨超20%，报120.19美元。该股股价受到<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>(ORCL.US)财报提振，甲骨文预期，2026财年的云基础设施将达到180亿美元，较2025财年的103亿美元增长近77%。对于之后4个财年，公司预期这项收入将分别达到320亿美元、730亿美元、1140亿美元和1440亿美元。</p><p>除CoreWeave外，<a href=\"https://laohu8.com/S/002835\">同为</a>AI 云基础设施概念股<a href=\"https://laohu8.com/S/NBIS\">Nebius</a>(NBIS.US)在宣布股票增发后股价依然延续此前涨势，盘前该股一度跌超5%，截至发稿，该股涨超2%，报97.47美元。此前<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)与该公司签署价值174亿美元的云服务协议。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股异动 | 受甲骨文(ORCL.US)财报提振 CoreWeave(CRWV.US)涨超20%</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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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股异动 | 受甲骨文(ORCL.US)财报提振 CoreWeave(CRWV.US)涨超20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-10 22:05 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1343840.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，周三，云基础设施公司CoreWeave(CRWV.US)股价拉涨，截至发稿，该股涨超20%，报120.19美元。该股股价受到甲骨文(ORCL.US)财报提振，甲骨文预期，2026财年的云基础设施将达到180亿美元，较2025财年的103亿美元增长近77%。对于之后4个财年，公司预期这项收入将分别达到320亿美元、730亿美元、1140亿美元和1440亿美元。除CoreWeave...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1343840.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文","CRWV":"CoreWeave, Inc."},"source_url":"http://www.zhitongcaijing.com/content/detail/1343840.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2566071946","content_text":"智通财经APP获悉，周三，云基础设施公司CoreWeave(CRWV.US)股价拉涨，截至发稿，该股涨超20%，报120.19美元。该股股价受到甲骨文(ORCL.US)财报提振，甲骨文预期，2026财年的云基础设施将达到180亿美元，较2025财年的103亿美元增长近77%。对于之后4个财年，公司预期这项收入将分别达到320亿美元、730亿美元、1140亿美元和1440亿美元。除CoreWeave外，同为AI 云基础设施概念股Nebius(NBIS.US)在宣布股票增发后股价依然延续此前涨势，盘前该股一度跌超5%，截至发稿，该股涨超2%，报97.47美元。此前微软(MSFT.US)与该公司签署价值174亿美元的云服务协议。","news_type":1,"symbols_score_info":{"ORCL":1,"CRWV":1}},"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":535112101770360,"gmtCreate":1771663491052,"gmtModify":1771663493706,"author":{"id":"3497056520199210","authorId":"3497056520199210","name":"Rebeca如","avatar":"https://static.tigerbbs.com/085f185d64a6e8f55c6d2eee79093864","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3497056520199210","idStr":"3497056520199210"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/535112101770360","repostId":"2613421191","repostType":4,"repost":{"id":"2613421191","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1771648249,"share":"https://www.laohu8.com/m/news/2613421191?lang=zh_CN&edition=full","pubTime":"2026-02-21 12:30","market":"other","language":"zh","title":"都想学英伟达“芯片换融资”，谷歌和AMD都要扶持“AI云”","url":"https://stock-news.laohu8.com/highlight/detail?id=2613421191","media":"华尔街见闻","summary":"谷歌正试图复制英伟达的成功路径，利用金融实力构建芯片生态系统。公司正洽谈向“新型云”公司Fluidstack注资约1亿美元，并为Hut 8等转型矿企提供项目融资支持，以换取TPU芯片的采用。AMD则更为激进，为初创公司Crusoe的3亿美元购芯贷款提供担保，并承诺在其无客户时“兜底”租用芯片。","content":"<html><head></head><body><blockquote><p>谷歌正试图复制英伟达的成功路径，利用金融实力构建芯片生态系统。公司正洽谈向“新型云”公司Fluidstack注资约1亿美元，并为Hut 8等转型矿企提供项目融资支持，以换取TPU芯片的采用。AMD则更为激进，为初创公司Crusoe的3亿美元购芯贷款提供担保，并承诺在其无客户时“兜底”租用芯片。</p></blockquote><p style=\"text-align: left;\">英伟达通过扶持CoreWeave构建的“算力-金融”闭环实在太诱人，逼得谷歌和AMD不得不“摸着石头过河”，试图用真金白银砸出一个属于自己的AI芯片生态圈。</p><p style=\"text-align: left;\">2月20日，据《华尔街日报》援引知情人士消息，谷歌正在探索利用其雄厚的财力来构建更广泛的AI生态系统，<strong>核心策略就是向数据中心合作伙伴提供资金支持，条件是对方必须使用谷歌的TPU芯片。</strong>与此同时，华尔街见闻写道，AMD也在通过为客户贷款提供担保的方式，激进地推广其AI芯片。</p><p style=\"text-align: left;\">这一策略被市场视为对英伟达“CoreWeave模式”的直接复刻——即通过扶持“新兴云（Neocloud）”厂商，绕开已经被英伟达占领或自研芯片的传统云巨头，建立自己的“嫡系部队”。</p><h2 id=\"id_1060002455\" style=\"text-align: left;\">效仿英伟达路线：注资“新型云”与矿企</h2><p style=\"text-align: left;\">知情人士透露，谷歌正在洽谈向云计算初创公司Fluidstack投资约1亿美元。这笔交易对Fluidstack的估值约为75亿美元。</p><p style=\"text-align: left;\">这不仅是一笔财务投资，更是一次战略绑定。Fluidstack这类“新兴云”公司是当前AI算力市场的重要变量，它们专门为AI公司提供算力服务。此前，英伟达正是通过扶持CoreWeave，让后者大量囤积GPU，从而在市场中撕开一道口子。</p><p style=\"text-align: left;\">现在的谷歌也想“依样画葫芦”。知情人士称，<strong>谷歌希望通过注资“帮助放大Fluidstack的增长潜力，并鼓励更多计算提供商使用其AI芯片”。</strong></p><p style=\"text-align: left;\">除了直接注资，谷歌还将触手伸向了正在转型的前加密货币矿企。</p><p style=\"text-align: left;\">报道指出，<strong>谷歌已经为Hut 8、Cipher Mining和TeraWulf等公司涉及的项目提供了融资支持（backstopped financing）。这些公司拥有现成的数据中心基础设施，正急于转型为AI算力工厂，而谷歌提供的资金支持将换来它们对TPU的接纳。</strong></p><h2 id=\"id_1284129910\" style=\"text-align: left;\">AMD的激进“赌注”：卖不出去我来租</h2><p style=\"text-align: left;\">相比谷歌的直接注资，AMD的手法显得更加激进，也更具风险偏好。</p><p style=\"text-align: left;\">据报道，AMD将为数据中心初创公司Crusoe的一笔3亿美元贷款提供实质性担保。这笔来自高盛的资金将用于购买AMD的AI芯片。</p><p style=\"text-align: left;\">最引人注目的是其中的“兜底条款”。知情人士透露，如果Crusoe找不到客户使用这些芯片，<strong>AMD同意从Crusoe租用这些芯片</strong>。这意味着AMD成为了“最后的承租人”，为客户消除了需求端的后顾之忧。</p><p style=\"text-align: left;\">这种做法虽然能短期推高销量，但也让芯片厂商在AI需求放缓时面临巨大的风险敞口。一旦市场遇冷，AMD的资产负债表将直接承受冲击。</p><h2 id=\"id_1503644439\" style=\"text-align: left;\">为何都要绕路走？</h2><p style=\"text-align: left;\">谷歌和AMD之所以选择这条“弯路”，是因为主干道已经被堵死了。</p><p style=\"text-align: left;\">对于谷歌而言，虽然Anthropic等明星初创公司正在扩大TPU的使用量，但传统的云竞争对手（如亚马逊AWS、微软Azure）对TPU兴趣寥寥。</p><p style=\"text-align: left;\">业内人士指出：<strong>“主要云服务提供商的兴趣似乎不温不火，部分原因是它们将谷歌视为竞争对手。”</strong> 此外，亚马逊AWS本身也在大力研发自家的AI芯片。</p><p style=\"text-align: left;\">因此，扶持中立的第三方“新兴云”，成了谷歌和AMD打破封锁的最佳选择。</p><h2 id=\"id_1577574237\" style=\"text-align: left;\">内部博弈与产能瓶颈</h2><p style=\"text-align: left;\">为了加速TPU的商业化，谷歌内部甚至动了架构调整的念头。</p><p style=\"text-align: left;\">据知情人士透露，谷歌云部门的一些管理层近期重提了一个长期存在的内部辩论：<strong>“是否将TPU团队重组为一个独立部门”</strong>。这种分拆计划可能允许谷歌引入外部资本，以此来扩大投资机会。</p><p style=\"text-align: left;\">然而，这一提法遭到了谷歌官方的否认。谷歌代表明确表示“没有重组TPU部门的计划”，并强调“保持芯片团队与公司其他部门（如Gemini模型开发团队）的紧密整合具有优势”。</p><p style=\"text-align: left;\">除了架构问题，更现实的拦路虎是产能。</p><p style=\"text-align: left;\">虽然Alphabet目前已与博通（Broadcom）合作设计TPU，并由台积电代工，但在全球AI需求激增的当下，台积电的先进产能捉襟见肘。</p><p style=\"text-align: left;\">知情人士称，<strong>“台积电可能会优先考虑其最大客户英伟达，而不是谷歌”</strong>。此外，AI芯片必不可少的HBM内存芯片全球性短缺，也是谷歌扩大TPU出货量必须面对的硬伤。</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>都想学英伟达“芯片换融资”，谷歌和AMD都要扶持“AI云”</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都想学英伟达“芯片换融资”，谷歌和AMD都要扶持“AI云”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-21 12:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3765927><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>谷歌正试图复制英伟达的成功路径，利用金融实力构建芯片生态系统。公司正洽谈向“新型云”公司Fluidstack注资约1亿美元，并为Hut 8等转型矿企提供项目融资支持，以换取TPU芯片的采用。AMD则更为激进，为初创公司Crusoe的3亿美元购芯贷款提供担保，并承诺在其无客户时“兜底”租用芯片。英伟达通过扶持CoreWeave构建的“算力-金融”闭环实在太诱人，逼得谷歌和AMD不得不“摸着石头过河”...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3765927\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"BK4576":"AR","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4575":"芯片概念","3NVD.UK":"LS 3X NVIDIA","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU0477156797.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"RE\" (USD) ACC","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","BK4612":"AI芯片","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL 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SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD"},"source_url":"https://wallstreetcn.com/articles/3765927","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2613421191","content_text":"谷歌正试图复制英伟达的成功路径，利用金融实力构建芯片生态系统。公司正洽谈向“新型云”公司Fluidstack注资约1亿美元，并为Hut 8等转型矿企提供项目融资支持，以换取TPU芯片的采用。AMD则更为激进，为初创公司Crusoe的3亿美元购芯贷款提供担保，并承诺在其无客户时“兜底”租用芯片。英伟达通过扶持CoreWeave构建的“算力-金融”闭环实在太诱人，逼得谷歌和AMD不得不“摸着石头过河”，试图用真金白银砸出一个属于自己的AI芯片生态圈。2月20日，据《华尔街日报》援引知情人士消息，谷歌正在探索利用其雄厚的财力来构建更广泛的AI生态系统，核心策略就是向数据中心合作伙伴提供资金支持，条件是对方必须使用谷歌的TPU芯片。与此同时，华尔街见闻写道，AMD也在通过为客户贷款提供担保的方式，激进地推广其AI芯片。这一策略被市场视为对英伟达“CoreWeave模式”的直接复刻——即通过扶持“新兴云（Neocloud）”厂商，绕开已经被英伟达占领或自研芯片的传统云巨头，建立自己的“嫡系部队”。效仿英伟达路线：注资“新型云”与矿企知情人士透露，谷歌正在洽谈向云计算初创公司Fluidstack投资约1亿美元。这笔交易对Fluidstack的估值约为75亿美元。这不仅是一笔财务投资，更是一次战略绑定。Fluidstack这类“新兴云”公司是当前AI算力市场的重要变量，它们专门为AI公司提供算力服务。此前，英伟达正是通过扶持CoreWeave，让后者大量囤积GPU，从而在市场中撕开一道口子。现在的谷歌也想“依样画葫芦”。知情人士称，谷歌希望通过注资“帮助放大Fluidstack的增长潜力，并鼓励更多计算提供商使用其AI芯片”。除了直接注资，谷歌还将触手伸向了正在转型的前加密货币矿企。报道指出，谷歌已经为Hut 8、Cipher Mining和TeraWulf等公司涉及的项目提供了融资支持（backstopped financing）。这些公司拥有现成的数据中心基础设施，正急于转型为AI算力工厂，而谷歌提供的资金支持将换来它们对TPU的接纳。AMD的激进“赌注”：卖不出去我来租相比谷歌的直接注资，AMD的手法显得更加激进，也更具风险偏好。据报道，AMD将为数据中心初创公司Crusoe的一笔3亿美元贷款提供实质性担保。这笔来自高盛的资金将用于购买AMD的AI芯片。最引人注目的是其中的“兜底条款”。知情人士透露，如果Crusoe找不到客户使用这些芯片，AMD同意从Crusoe租用这些芯片。这意味着AMD成为了“最后的承租人”，为客户消除了需求端的后顾之忧。这种做法虽然能短期推高销量，但也让芯片厂商在AI需求放缓时面临巨大的风险敞口。一旦市场遇冷，AMD的资产负债表将直接承受冲击。为何都要绕路走？谷歌和AMD之所以选择这条“弯路”，是因为主干道已经被堵死了。对于谷歌而言，虽然Anthropic等明星初创公司正在扩大TPU的使用量，但传统的云竞争对手（如亚马逊AWS、微软Azure）对TPU兴趣寥寥。业内人士指出：“主要云服务提供商的兴趣似乎不温不火，部分原因是它们将谷歌视为竞争对手。” 此外，亚马逊AWS本身也在大力研发自家的AI芯片。因此，扶持中立的第三方“新兴云”，成了谷歌和AMD打破封锁的最佳选择。内部博弈与产能瓶颈为了加速TPU的商业化，谷歌内部甚至动了架构调整的念头。据知情人士透露，谷歌云部门的一些管理层近期重提了一个长期存在的内部辩论：“是否将TPU团队重组为一个独立部门”。这种分拆计划可能允许谷歌引入外部资本，以此来扩大投资机会。然而，这一提法遭到了谷歌官方的否认。谷歌代表明确表示“没有重组TPU部门的计划”，并强调“保持芯片团队与公司其他部门（如Gemini模型开发团队）的紧密整合具有优势”。除了架构问题，更现实的拦路虎是产能。虽然Alphabet目前已与博通（Broadcom）合作设计TPU，并由台积电代工，但在全球AI需求激增的当下，台积电的先进产能捉襟见肘。知情人士称，“台积电可能会优先考虑其最大客户英伟达，而不是谷歌”。此外，AI芯片必不可少的HBM内存芯片全球性短缺，也是谷歌扩大TPU出货量必须面对的硬伤。","news_type":1,"symbols_score_info":{"AMDU":0.6,"AMD":1.92,"NVDY":0.6,"GOOY":0.6,"AMYY":0.6,"DIPS":0.6,"NVIW.SI":0.6,"GOOGL":1.95,"NVDB":0.6,"GOU":0.6,"3NVD.UK":0.6,"NVDQ":0.6,"NVD":0.6,"2NVD.UK":0.6,"NVD3.UK":0.6,"NVD2.UK":0.6,"SNVD.UK":0.6,"AMDW":0.6,"DAMD":0.6,"NVII":0.6,"NVDG":0.6,"NVDU":0.6,"GGLS":0.6,"NVDA":1.94,"NVDW":0.6,"GOOP":0.6,"AMDY":0.6,"AMUU":0.6,"GOOX":0.6,"AMDG":0.6,"USJW.SI":0.6,"NVDD":0.6,"ANV":0.6,"AMDD":0.6,"NVDS.UK":0.6,"NVDS":0.6,"GOOW":0.6,"NVDX":0.6}},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":520864366916208,"gmtCreate":1768147270585,"gmtModify":1768147272786,"author":{"id":"3497056520199210","authorId":"3497056520199210","name":"Rebeca如","avatar":"https://static.tigerbbs.com/085f185d64a6e8f55c6d2eee79093864","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3497056520199210","idStr":"3497056520199210"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/520864366916208","repostId":"1181155464","repostType":2,"repost":{"id":"1181155464","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":1767185301,"share":"https://www.laohu8.com/m/news/1181155464?lang=zh_CN&edition=full","pubTime":"2025-12-31 20:48","market":"us","language":"zh","title":"美国太空概念与国防概念热炒推动，这些卫星股在2025年上涨超过200%","url":"https://stock-news.laohu8.com/highlight/detail?id=1181155464","media":"老虎资讯综合","summary":"要点随着美国加大国防开支和太空探索力度，卫星相关股票在2025年市值大幅膨胀。EchoStar 股价今年上涨377%，市值超过310亿美元。ViaSatViaSat 股价在2025年上涨315%。公司还获得了包括美国太空军在内的重要美国政府合同，首发计划定于2028年。该公司第三季度收入同比增长超过六倍至1010万美元，并将全年指引上调至3600万美元。Ondas 获得多项美国军工与美国海外订单，包括来自一家大型防务承包商的1430万美元订单，以及与阿联酋签署的300多万美元合同。","content":"<html><head></head><body><h2 id=\"id_3865535341\">要点</h2><ul style=\"\"><li><p>随着美国加大国防开支和太空探索力度，卫星相关股票在2025年市值大幅膨胀。</p></li><li><p>最大赢家包括 Dish 的母公司 EchoStar（ <a href=\"https://laohu8.com/S/SATS\">回声星通信</a> ） 以及 Starlink 的竞争对手 ViaSat（ <a href=\"https://laohu8.com/S/VSAT\">卫讯公司</a> ）。</p></li><li><p>马斯克旗下 SpaceX（Starlink 母公司）即将进行 IPO 的消息也提振了整个板块的关注度。</p></li></ul><p>华尔街今年越来越沉迷于人工智能热潮，资金大量涌入芯片、数据中心和应用领域。</p><p>尽管华尔街今年对人工智能热潮的追捧近乎狂热，大量资金涌入芯片、数据中心及应用领域。</p><p>但目光超越硅谷的投资者，在另一个地方获得了超额回报：<strong>太空</strong>。</p><p>今年一些涨幅最大的股票来自美国国防公司，它们受益于市场对美国太空探索和军事再工业化的重新关注。美国总统特朗普的军事扩张计划包括一个价值1750亿美元的“金穹”项目，以及振兴美国造船业的相关举措。</p><p>在升级军事技术、并让宇航员在50多年后首次重返月球的目标下，美国政府正更多依赖传统国防巨头（如 <a href=\"https://laohu8.com/S/LMT\">洛克希德马丁</a> 和 <a href=\"https://laohu8.com/S/NOC\">诺斯罗普格鲁曼</a> ）之外的企业。新任 NASA 局长 Jared Isaacman 上周表示，特朗普重新承诺推进登月计划，是解锁“轨道经济”的关键。</p><p>这轮太空与国防繁荣为一批知名私营公司打开了机会之门，包括 Palmer Luckey 的 Anduril 以及计划明年上市的马斯克旗下 SpaceX。SpaceX 同时也是卫星互联网服务 Starlink 的母公司。</p><p>在已上市公司中，投资者疯狂涌入卫星概念股，从传统供应商 EchoStar 到新兴企业 Planet Labs。今年这些股票中有不少已经涨了三倍以上。</p><h2 id=\"id_3052400563\"> <a href=\"https://laohu8.com/S/PL\">Planet  Labs Pbc</a></h2><p>总部位于旧金山的 Planet Labs 因卫星影像和太空数据分析需求激增，今年股价暴涨近400%。该公司于2021年通过 SPAC 上市，目前市值约62亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/355fbf4f58d4577937ecc8b67e9287fc\" tg-width=\"560\" tg-height=\"240\"/></p><p>在本月公布的财年第三季度财报中，Planet Labs 业绩超出分析师预期，并上调了全年指引。</p><p>该季度公司订单积压同比增长超过三倍。公司表示，季度结束后已发射两颗 Pelican 卫星和36颗 SuperDove 地球成像卫星。</p><p>2025年，Planet Labs 签署了多项美国政府与国防合同，包括与北约和欧洲航天局的合作；并续签了向美国海军提供地球数据的协议，同时获得了 NASA 一份价值1350万美元的商业卫星数据订单。</p><p>Planet Labs 还与谷歌合作推进 Suncatcher 项目，聚焦太空中的机器学习。公司计划在2027年前发射两颗搭载谷歌定制 AI 芯片（TPU）的原型卫星。</p><h2 id=\"id_3085531592\">EchoStar（ <a href=\"https://laohu8.com/S/SATS\">回声星通信</a> ）</h2><p>EchoStar 成立于1980年，由查理·埃根创立，旗下拥有 Dish TV、Sling TV 和 Boost Mobile 等品牌，提供网络连接与卫星通信解决方案。</p><p>在监管机构要求其建设 5G 网络的压力下，公司被迫出售无线频谱资产。8月，EchoStar 与 AT&amp;T 达成230亿美元的频谱出售协议；次月又以170亿美元将部分频谱出售给 SpaceX，以支持 Starlink 连接能力。</p><p>SpaceX 首席运营官 Gwynne Shotwell 表示，该交易将帮助公司“终结全球移动通信盲区”。</p><p>随后，Crown Castle 和 American Tower 对 EchoStar 提起诉讼，指控其试图退出长期合作协议。</p><p>EchoStar CEO Hamid Akhavan 在11月表示，这些交易将为公司提供“资本跑道”以扩展业务。</p><p>EchoStar 股价今年上涨377%，市值超过310亿美元。摩根士丹利近期将其评级从“持有”上调至“买入”。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eecb066cb85fa28e26ee7e199a83217e\" tg-width=\"560\" tg-height=\"240\"/></p><p>最大受益人是72岁的创始人埃根，其净资产今年增加122亿美元至166亿美元。</p><h2 id=\"id_3725580727\">ViaSat（ <a href=\"https://laohu8.com/S/VSAT\">卫讯公司</a> ）</h2><p>ViaSat 股价在2025年上涨315%。公司11月成功发射第二颗 ViaSAT-3 卫星，计划明年开始为美洲地区提供服务。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/10c1c94b5265b7aa66c348bc8cd5ff1c\" tg-width=\"560\" tg-height=\"240\"/></p><p>公司还获得了包括美国太空军在内的重要美国政府合同，首发计划定于2028年。</p><p>商业方面，ViaSat 与阿提哈德航空、墨西哥航空和利雅得航空扩大合作。它直接与 Starlink 在航空互联网领域竞争。</p><p>摩根大通上月将 ViaSat 上调至“买入”，并指出其商业与政府业务可能拆分的潜力。</p><h2 id=\"id_603295892\"><a href=\"https://laohu8.com/S/ONDS\">Ondas Holdings Inc.</a> </h2><p>无人机技术公司 Ondas 今年上涨251%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ae7b6dd5506ebb35f4a78023cfbc0e99\" tg-width=\"560\" tg-height=\"240\"/></p><p>该公司第三季度收入同比增长超过六倍至1010万美元，并将全年指引上调至3600万美元。</p><p>Ondas 获得多项美国军工与美国海外订单，包括来自一家大型防务承包商的1430万美元订单，以及与阿联酋签署的300多万美元合同。</p><h2 id=\"id_1199536500\"><a href=\"https://laohu8.com/S/ATRO\">Astronics</a> </h2><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7dc0b19ede54ae5e95ebe094ab247193\" tg-width=\"560\" tg-height=\"240\"/></p><p>航空航天与国防系统制造商 Astronics 今年上涨241%。</p><p>公司为波音、达美航空等提供电源与照明系统，同时也服务于美国陆军和 NASA。</p><p>第三季度末积压订单为6.467亿美元。10月公司宣布收购德国 Bühler Motor Aviation，预计明年新增2200万美元收入；此前还计划发行2.1亿美元可转债。</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>美国太空概念与国防概念热炒推动，这些卫星股在2025年上涨超过200%</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美国太空概念与国防概念热炒推动，这些卫星股在2025年上涨超过200%\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\">2025-12-31 20:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 id=\"id_3865535341\">要点</h2><ul style=\"\"><li><p>随着美国加大国防开支和太空探索力度，卫星相关股票在2025年市值大幅膨胀。</p></li><li><p>最大赢家包括 Dish 的母公司 EchoStar（ <a href=\"https://laohu8.com/S/SATS\">回声星通信</a> ） 以及 Starlink 的竞争对手 ViaSat（ <a href=\"https://laohu8.com/S/VSAT\">卫讯公司</a> ）。</p></li><li><p>马斯克旗下 SpaceX（Starlink 母公司）即将进行 IPO 的消息也提振了整个板块的关注度。</p></li></ul><p>华尔街今年越来越沉迷于人工智能热潮，资金大量涌入芯片、数据中心和应用领域。</p><p>尽管华尔街今年对人工智能热潮的追捧近乎狂热，大量资金涌入芯片、数据中心及应用领域。</p><p>但目光超越硅谷的投资者，在另一个地方获得了超额回报：<strong>太空</strong>。</p><p>今年一些涨幅最大的股票来自美国国防公司，它们受益于市场对美国太空探索和军事再工业化的重新关注。美国总统特朗普的军事扩张计划包括一个价值1750亿美元的“金穹”项目，以及振兴美国造船业的相关举措。</p><p>在升级军事技术、并让宇航员在50多年后首次重返月球的目标下，美国政府正更多依赖传统国防巨头（如 <a href=\"https://laohu8.com/S/LMT\">洛克希德马丁</a> 和 <a href=\"https://laohu8.com/S/NOC\">诺斯罗普格鲁曼</a> ）之外的企业。新任 NASA 局长 Jared Isaacman 上周表示，特朗普重新承诺推进登月计划，是解锁“轨道经济”的关键。</p><p>这轮太空与国防繁荣为一批知名私营公司打开了机会之门，包括 Palmer Luckey 的 Anduril 以及计划明年上市的马斯克旗下 SpaceX。SpaceX 同时也是卫星互联网服务 Starlink 的母公司。</p><p>在已上市公司中，投资者疯狂涌入卫星概念股，从传统供应商 EchoStar 到新兴企业 Planet Labs。今年这些股票中有不少已经涨了三倍以上。</p><h2 id=\"id_3052400563\"> <a href=\"https://laohu8.com/S/PL\">Planet  Labs Pbc</a></h2><p>总部位于旧金山的 Planet Labs 因卫星影像和太空数据分析需求激增，今年股价暴涨近400%。该公司于2021年通过 SPAC 上市，目前市值约62亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/355fbf4f58d4577937ecc8b67e9287fc\" tg-width=\"560\" tg-height=\"240\"/></p><p>在本月公布的财年第三季度财报中，Planet Labs 业绩超出分析师预期，并上调了全年指引。</p><p>该季度公司订单积压同比增长超过三倍。公司表示，季度结束后已发射两颗 Pelican 卫星和36颗 SuperDove 地球成像卫星。</p><p>2025年，Planet Labs 签署了多项美国政府与国防合同，包括与北约和欧洲航天局的合作；并续签了向美国海军提供地球数据的协议，同时获得了 NASA 一份价值1350万美元的商业卫星数据订单。</p><p>Planet Labs 还与谷歌合作推进 Suncatcher 项目，聚焦太空中的机器学习。公司计划在2027年前发射两颗搭载谷歌定制 AI 芯片（TPU）的原型卫星。</p><h2 id=\"id_3085531592\">EchoStar（ <a href=\"https://laohu8.com/S/SATS\">回声星通信</a> ）</h2><p>EchoStar 成立于1980年，由查理·埃根创立，旗下拥有 Dish TV、Sling TV 和 Boost Mobile 等品牌，提供网络连接与卫星通信解决方案。</p><p>在监管机构要求其建设 5G 网络的压力下，公司被迫出售无线频谱资产。8月，EchoStar 与 AT&amp;T 达成230亿美元的频谱出售协议；次月又以170亿美元将部分频谱出售给 SpaceX，以支持 Starlink 连接能力。</p><p>SpaceX 首席运营官 Gwynne Shotwell 表示，该交易将帮助公司“终结全球移动通信盲区”。</p><p>随后，Crown Castle 和 American Tower 对 EchoStar 提起诉讼，指控其试图退出长期合作协议。</p><p>EchoStar CEO Hamid Akhavan 在11月表示，这些交易将为公司提供“资本跑道”以扩展业务。</p><p>EchoStar 股价今年上涨377%，市值超过310亿美元。摩根士丹利近期将其评级从“持有”上调至“买入”。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eecb066cb85fa28e26ee7e199a83217e\" tg-width=\"560\" tg-height=\"240\"/></p><p>最大受益人是72岁的创始人埃根，其净资产今年增加122亿美元至166亿美元。</p><h2 id=\"id_3725580727\">ViaSat（ <a href=\"https://laohu8.com/S/VSAT\">卫讯公司</a> ）</h2><p>ViaSat 股价在2025年上涨315%。公司11月成功发射第二颗 ViaSAT-3 卫星，计划明年开始为美洲地区提供服务。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/10c1c94b5265b7aa66c348bc8cd5ff1c\" tg-width=\"560\" tg-height=\"240\"/></p><p>公司还获得了包括美国太空军在内的重要美国政府合同，首发计划定于2028年。</p><p>商业方面，ViaSat 与阿提哈德航空、墨西哥航空和利雅得航空扩大合作。它直接与 Starlink 在航空互联网领域竞争。</p><p>摩根大通上月将 ViaSat 上调至“买入”，并指出其商业与政府业务可能拆分的潜力。</p><h2 id=\"id_603295892\"><a href=\"https://laohu8.com/S/ONDS\">Ondas Holdings Inc.</a> </h2><p>无人机技术公司 Ondas 今年上涨251%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ae7b6dd5506ebb35f4a78023cfbc0e99\" tg-width=\"560\" tg-height=\"240\"/></p><p>该公司第三季度收入同比增长超过六倍至1010万美元，并将全年指引上调至3600万美元。</p><p>Ondas 获得多项美国军工与美国海外订单，包括来自一家大型防务承包商的1430万美元订单，以及与阿联酋签署的300多万美元合同。</p><h2 id=\"id_1199536500\"><a href=\"https://laohu8.com/S/ATRO\">Astronics</a> </h2><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7dc0b19ede54ae5e95ebe094ab247193\" tg-width=\"560\" tg-height=\"240\"/></p><p>航空航天与国防系统制造商 Astronics 今年上涨241%。</p><p>公司为波音、达美航空等提供电源与照明系统，同时也服务于美国陆军和 NASA。</p><p>第三季度末积压订单为6.467亿美元。10月公司宣布收购德国 Bühler Motor Aviation，预计明年新增2200万美元收入；此前还计划发行2.1亿美元可转债。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/649580d65384385f67b0b54fb87b2104","relate_stocks":{"PL":"Planet  Labs Pbc","ATRO":"Astronics","SATS":"回声星通信","VSAT":"卫讯公司","ONDS":"Ondas Holdings Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181155464","content_text":"要点随着美国加大国防开支和太空探索力度，卫星相关股票在2025年市值大幅膨胀。最大赢家包括 Dish 的母公司 EchoStar（ 回声星通信 ） 以及 Starlink 的竞争对手 ViaSat（ 卫讯公司 ）。马斯克旗下 SpaceX（Starlink 母公司）即将进行 IPO 的消息也提振了整个板块的关注度。华尔街今年越来越沉迷于人工智能热潮，资金大量涌入芯片、数据中心和应用领域。尽管华尔街今年对人工智能热潮的追捧近乎狂热，大量资金涌入芯片、数据中心及应用领域。但目光超越硅谷的投资者，在另一个地方获得了超额回报：太空。今年一些涨幅最大的股票来自美国国防公司，它们受益于市场对美国太空探索和军事再工业化的重新关注。美国总统特朗普的军事扩张计划包括一个价值1750亿美元的“金穹”项目，以及振兴美国造船业的相关举措。在升级军事技术、并让宇航员在50多年后首次重返月球的目标下，美国政府正更多依赖传统国防巨头（如 洛克希德马丁 和 诺斯罗普格鲁曼 ）之外的企业。新任 NASA 局长 Jared Isaacman 上周表示，特朗普重新承诺推进登月计划，是解锁“轨道经济”的关键。这轮太空与国防繁荣为一批知名私营公司打开了机会之门，包括 Palmer Luckey 的 Anduril 以及计划明年上市的马斯克旗下 SpaceX。SpaceX 同时也是卫星互联网服务 Starlink 的母公司。在已上市公司中，投资者疯狂涌入卫星概念股，从传统供应商 EchoStar 到新兴企业 Planet Labs。今年这些股票中有不少已经涨了三倍以上。 Planet  Labs Pbc总部位于旧金山的 Planet Labs 因卫星影像和太空数据分析需求激增，今年股价暴涨近400%。该公司于2021年通过 SPAC 上市，目前市值约62亿美元。在本月公布的财年第三季度财报中，Planet Labs 业绩超出分析师预期，并上调了全年指引。该季度公司订单积压同比增长超过三倍。公司表示，季度结束后已发射两颗 Pelican 卫星和36颗 SuperDove 地球成像卫星。2025年，Planet Labs 签署了多项美国政府与国防合同，包括与北约和欧洲航天局的合作；并续签了向美国海军提供地球数据的协议，同时获得了 NASA 一份价值1350万美元的商业卫星数据订单。Planet Labs 还与谷歌合作推进 Suncatcher 项目，聚焦太空中的机器学习。公司计划在2027年前发射两颗搭载谷歌定制 AI 芯片（TPU）的原型卫星。EchoStar（ 回声星通信 ）EchoStar 成立于1980年，由查理·埃根创立，旗下拥有 Dish TV、Sling TV 和 Boost Mobile 等品牌，提供网络连接与卫星通信解决方案。在监管机构要求其建设 5G 网络的压力下，公司被迫出售无线频谱资产。8月，EchoStar 与 AT&T 达成230亿美元的频谱出售协议；次月又以170亿美元将部分频谱出售给 SpaceX，以支持 Starlink 连接能力。SpaceX 首席运营官 Gwynne Shotwell 表示，该交易将帮助公司“终结全球移动通信盲区”。随后，Crown Castle 和 American Tower 对 EchoStar 提起诉讼，指控其试图退出长期合作协议。EchoStar CEO Hamid Akhavan 在11月表示，这些交易将为公司提供“资本跑道”以扩展业务。EchoStar 股价今年上涨377%，市值超过310亿美元。摩根士丹利近期将其评级从“持有”上调至“买入”。最大受益人是72岁的创始人埃根，其净资产今年增加122亿美元至166亿美元。ViaSat（ 卫讯公司 ）ViaSat 股价在2025年上涨315%。公司11月成功发射第二颗 ViaSAT-3 卫星，计划明年开始为美洲地区提供服务。公司还获得了包括美国太空军在内的重要美国政府合同，首发计划定于2028年。商业方面，ViaSat 与阿提哈德航空、墨西哥航空和利雅得航空扩大合作。它直接与 Starlink 在航空互联网领域竞争。摩根大通上月将 ViaSat 上调至“买入”，并指出其商业与政府业务可能拆分的潜力。Ondas Holdings Inc. 无人机技术公司 Ondas 今年上涨251%。该公司第三季度收入同比增长超过六倍至1010万美元，并将全年指引上调至3600万美元。Ondas 获得多项美国军工与美国海外订单，包括来自一家大型防务承包商的1430万美元订单，以及与阿联酋签署的300多万美元合同。Astronics 航空航天与国防系统制造商 Astronics 今年上涨241%。公司为波音、达美航空等提供电源与照明系统，同时也服务于美国陆军和 NASA。第三季度末积压订单为6.467亿美元。10月公司宣布收购德国 Bühler Motor Aviation，预计明年新增2200万美元收入；此前还计划发行2.1亿美元可转债。","news_type":1,"symbols_score_info":{"PL":2,"ATRO":2,"SATS":2,"ONDS":2,"VSAT":2}},"isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":520607691968904,"gmtCreate":1768122815034,"gmtModify":1768122819116,"author":{"id":"3497056520199210","authorId":"3497056520199210","name":"Rebeca如","avatar":"https://static.tigerbbs.com/085f185d64a6e8f55c6d2eee79093864","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3497056520199210","idStr":"3497056520199210"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/520607691968904","repostId":"2602321753","repostType":2,"repost":{"id":"2602321753","kind":"news","pubTimestamp":1767948954,"share":"https://www.laohu8.com/m/news/2602321753?lang=zh_CN&edition=full","pubTime":"2026-01-09 16:55","market":"us","language":"zh","title":"Alphabet（谷歌母公司）收购 Intersect Power，增强能源供应","url":"https://stock-news.laohu8.com/highlight/detail?id=2602321753","media":"世界光伏暨储能...","summary":"Alphabet 将以 47.5 亿美元收购 Intersect Power。主要内容AI 数据中心的新能源策略随着AI 工作负载快速增长，Google 等公司需要更多对能源供应的掌控。此次收购允许 Google 在数据中心旁自建能源设施，实现对发电时间和开发节奏的自主控制。Intersect 保持独立虽然Alphabet 收购了 Intersect 的开发平台和已签约资产，但 Intersect 将保留其品牌和领导层，CEO Sheldon Kimber 将继续担任职务。清洁能源快速扩张Intersect Power 目前拥有 7.5 吉瓦的光伏和储能系统在运营中，并有 8 吉瓦在建项目，大部分位于德州。","content":"<html><body><article><p><strong>点击蓝字  关注我们</strong></p><p>Alphabet 正收购 Intersect Power，以保障其 AI 数据中心所需的清洁能源，随着科技增长，电力需求不断加速。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260109170348276v152g1sdul50921\"/><p>Alphabet 将以 47.5 亿美元收购 Intersect Power。这是科技巨头首次收购可再生能源开发商，显示出科技公司在能源自给方面的战略转变。</p><p>主要内容</p><p>AI 数据中心的新能源策略</p><p>随着AI 工作负载快速增长，Google 等公司需要更多对能源供应的掌控。此次收购允许 Google 在数据中心旁自建能源设施，实现对发电时间和开发节奏的自主控制。</p><p>Intersect 保持独立</p><p>虽然Alphabet 收购了 Intersect 的开发平台和已签约<span>资产</span>，但 Intersect 将保留其品牌和领导层，CEO Sheldon Kimber 将继续担任职务。部分为其他客户开发的项目（如德州和加州）不在此次收购范围内，将继续由 TPG Rise Climate 部分持有。</p><p>清洁能源快速扩张</p><p>Intersect Power 目前拥有 7.5 吉瓦的光伏和储能系统在运营中，并有 8 吉瓦在建项目，大部分位于德州。这些容量足以为数百万家庭供电，德州也因此成为新数据中心建设的<a href=\"https://laohu8.com/S/LI\">理想</a>地区。</p><p>新闻价值</p><p>此次收购表明，科技公司在能源管理上的新趋势，随着AI 驱动的未来到来，能源可能成为其新的竞争优势。</p><p>文章转载自：【ESG News.earth】</p><p>转载内容仅供学习参考，版权归原作者所有，如有侵权，请与我们联系删除！</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260109170355598v152aj4z2i2q9xv\"/><p><strong>展会信息</strong>INFORMATION</p><p><strong>PV Guangzhou</strong>已连续举办<strong>17</strong>年，是全球光储企业促进贸易、推广品牌的重要展览平台。展览范围包括光伏原材料、生产设备、组件、逆变器、支架、零配件、光伏系统、电站、太阳能光伏应用产品及储能应用、储能系统集成及运维等新能源、光储领域等。每年连同储能及电池、电源、氢能、生物质能、空气能等新能源专题展会于广州·广交会展馆联袂展出，聚能启航，助燃“<a href=\"https://laohu8.com/S/01315\">绿色经济</a>”。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260109170356777v152emslazjvlub\"/><p><strong>联系我们：</strong>4006-258-268</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2026-01-09 16:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260109174449a706c4da&s=b><strong>世界光伏暨储能...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>点击蓝字  关注我们Alphabet 正收购 Intersect Power，以保障其 AI 数据中心所需的清洁能源，随着科技增长，电力需求不断加速。Alphabet 将以 47.5 亿美元收购 Intersect Power。这是科技巨头首次收购可再生能源开发商，显示出科技公司在能源自给方面的战略转变。主要内容AI 数据中心的新能源策略随着AI 工作负载快速增长，Google 等公司需要更多对...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260109174449a706c4da&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4507":"流媒体概念","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU1196500208.SGD":"NORDEA STABLE RETURN \"HB\" (SGDHDG) ACC","LU0965508806.USD":"AB LOW VOLATILITY 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吉瓦在建项目，大部分位于德州。这些容量足以为数百万家庭供电，德州也因此成为新数据中心建设的理想地区。新闻价值此次收购表明，科技公司在能源管理上的新趋势，随着AI 驱动的未来到来，能源可能成为其新的竞争优势。文章转载自：【ESG News.earth】转载内容仅供学习参考，版权归原作者所有，如有侵权，请与我们联系删除！展会信息INFORMATIONPV Guangzhou已连续举办17年，是全球光储企业促进贸易、推广品牌的重要展览平台。展览范围包括光伏原材料、生产设备、组件、逆变器、支架、零配件、光伏系统、电站、太阳能光伏应用产品及储能应用、储能系统集成及运维等新能源、光储领域等。每年连同储能及电池、电源、氢能、生物质能、空气能等新能源专题展会于广州·广交会展馆联袂展出，聚能启航，助燃“绿色经济”。联系我们：4006-258-268","news_type":1,"symbols_score_info":{"USJW.SI":0.6,"GOOG":0.9,"GOOGL":1.95}},"isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496597747880648,"gmtCreate":1762262770845,"gmtModify":1762262773165,"author":{"id":"3497056520199210","authorId":"3497056520199210","name":"Rebeca如","avatar":"https://static.tigerbbs.com/085f185d64a6e8f55c6d2eee79093864","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3497056520199210","idStr":"3497056520199210"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496597747880648","repostId":"2580274260","repostType":2,"repost":{"id":"2580274260","kind":"news","pubTimestamp":1762225180,"share":"https://www.laohu8.com/m/news/2580274260?lang=zh_CN&edition=full","pubTime":"2025-11-04 10:59","market":"us","language":"zh","title":"NVIDIA真的上天了！H100 GPU首次飞入太空","url":"https://stock-news.laohu8.com/highlight/detail?id=2580274260","media":"快科技","summary":"这是一家由NVIDIA投资设立、得到诸多机构支持的国防与航天制造创业公司。这颗卫星重量只有60公斤左右，大小相当于一台冰箱，内部搭载NVIDIA H100 GPU加速器，可在太空运行AI模型，包括Google Gemini模型的一个特别版本。NVIDIA也为此颇为骄傲，称这是首次将最先进的数据中心级GPU送入外太空。","content":"<html><body><article><p>快科技11月4日消息，北京时间11月2日13点09分，SpaceX使用编号B1091的猎鹰9号火箭执行了新一次拼单发射任务(Bandwagon-4)，史上第18次。</p><p><strong>本次携带的卫星共有18颗，最大的是韩国国防部“425工程”的一颗侦察卫星</strong>，和之前的三颗一样都搭载了SAR合成孔径雷达，另外SpaceX还为其发射过一颗电磁与红外侦察卫星。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251104110530035d163cmywxyqjxwr\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251104110530783d163yfcq85imuzd\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251104110535284d1632gzeemaqm10\"/><p>其他载荷中，<strong>最有趣的是Starcloud公司的Starcloud-1，号称是人类首次尝试向太空发射AI数据中心。</strong></p><p>这是一家由<strong>NVIDIA投资设立</strong>、得到诸多机构支持的国防与<a href=\"https://laohu8.com/S/000901\">航天</a>制造<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>。</p><p><strong>这颗卫星重量只有60公斤左右，大小相当于一台冰箱，内部搭载NVIDIA H100 GPU加速器，可在太空运行AI模型，包括Google Gemini模型的一个特别版本。</strong></p><p>Crusoe公司计划于2026年底在Starcloud卫星上部署云服务，2027年初提供来自太空的GPU算力。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251104110537512d163rx8mc28mra3\"/><p>NVIDIA也为此颇为骄傲，称这是<strong>首次将最先进的数据中心级GPU送入外太空。</strong></p><p>除了部署大规模的太阳能电池板阵列，这颗卫星还创新地利用真空作为“无限散热器”，解决了传统数据中心在地球上的散热难题。</p><p>当前，AI数据中心最大的问题就是对水、电能源的巨大消耗。</p><p><strong>Starcloud的天基数据中心则利用太空中的太阳能驱动，几乎无限高效供应，号称成本只有陆基方案的十分之一左右。</strong></p><p>Starcloud甚至预测，10年内，几乎所有新建的数据中心都将位于外太空。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251104110557048d163gbrohdm526w\"/></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\" 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.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\">\nNVIDIA真的上天了！H100 GPU首次飞入太空\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-04 10:59 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110411060094ed8d6a&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技11月4日消息，北京时间11月2日13点09分，SpaceX使用编号B1091的猎鹰9号火箭执行了新一次拼单发射任务(Bandwagon-4)，史上第18次。本次携带的卫星共有18颗，最大的是韩国国防部“425工程”的一颗侦察卫星，和之前的三颗一样都搭载了SAR合成孔径雷达，另外SpaceX还为其发射过一颗电磁与红外侦察卫星。其他载荷中，最有趣的是Starcloud公司的Starcloud-...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110411060094ed8d6a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0061474960.USD":"天利环球焦点基金AU Acc","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","NVDS":"1.5倍做空NVDA ETF-Tradr","3NVD.UK":"LS 3X NVIDIA","NVDU":"2倍做多NVDA ETF-Direxion","BK4534":"瑞士信贷持仓","NVDA":"英伟达","LU1551013342.USD":"Allianz Income and Growth Cl 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GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","NVDD":"1倍做空NVDA ETF-Direxion","NVD3.UK":"LS 3X NVIDIA","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","NVDS.UK":"LS -1X NVIDIA","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4598":"佩洛西持仓","SNVD.UK":"LS -1X NVIDIA"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110411060094ed8d6a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2580274260","content_text":"快科技11月4日消息，北京时间11月2日13点09分，SpaceX使用编号B1091的猎鹰9号火箭执行了新一次拼单发射任务(Bandwagon-4)，史上第18次。本次携带的卫星共有18颗，最大的是韩国国防部“425工程”的一颗侦察卫星，和之前的三颗一样都搭载了SAR合成孔径雷达，另外SpaceX还为其发射过一颗电磁与红外侦察卫星。其他载荷中，最有趣的是Starcloud公司的Starcloud-1，号称是人类首次尝试向太空发射AI数据中心。这是一家由NVIDIA投资设立、得到诸多机构支持的国防与航天制造创业公司。这颗卫星重量只有60公斤左右，大小相当于一台冰箱，内部搭载NVIDIA H100 GPU加速器，可在太空运行AI模型，包括Google Gemini模型的一个特别版本。Crusoe公司计划于2026年底在Starcloud卫星上部署云服务，2027年初提供来自太空的GPU算力。NVIDIA也为此颇为骄傲，称这是首次将最先进的数据中心级GPU送入外太空。除了部署大规模的太阳能电池板阵列，这颗卫星还创新地利用真空作为“无限散热器”，解决了传统数据中心在地球上的散热难题。当前，AI数据中心最大的问题就是对水、电能源的巨大消耗。Starcloud的天基数据中心则利用太空中的太阳能驱动，几乎无限高效供应，号称成本只有陆基方案的十分之一左右。Starcloud甚至预测，10年内，几乎所有新建的数据中心都将位于外太空。","news_type":1,"symbols_score_info":{"NVDD":0.6,"NVDS.UK":0.6,"3NVD.UK":0.6,"NVD3.UK":0.6,"NVD2.UK":0.6,"NVDS":0.6,"NVDU":0.6,"NVDY":0.6,"NVD":0.6,"SNVD.UK":0.6,"2NVD.UK":0.6,"NVDX":0.6,"NVIW.SI":0.6,"NVDA":1.5}},"isVote":1,"tweetType":1,"viewCount":988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454918674558984,"gmtCreate":1752082191462,"gmtModify":1752082193017,"author":{"id":"3497056520199210","authorId":"3497056520199210","name":"Rebeca如","avatar":"https://static.tigerbbs.com/085f185d64a6e8f55c6d2eee79093864","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3497056520199210","idStr":"3497056520199210"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454918674558984","repostId":"1139841640","repostType":2,"repost":{"id":"1139841640","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":1752068290,"share":"https://www.laohu8.com/m/news/1139841640?lang=zh_CN&edition=full","pubTime":"2025-07-09 21:38","market":"us","language":"zh","title":"英伟达股价再刷历史新高！问鼎史上首家4万亿美元市值公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1139841640","media":"老虎资讯综合","summary":"7月9日，$英伟达(NVDA)$盘初拉升涨超2%，股价续创历史新高，市值逼近4万亿美元。","content":"<html><head></head><body><p>7月9日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>盘初拉升涨超2%，股价续创历史新高，市值突破4万亿美元，成为首家市值突破4万亿美元的公司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f26814d7863a5774be3feef9ef78010c\" title=\"\" tg-width=\"538\" tg-height=\"487\"/></p><p>英伟达股价自4月下旬以来持续上涨，因市场预期人工智能需求激增将持续提振其盈利。尽管公司首席执行官黄仁勋在5月份曾警告，美国限制对华芯片出口政策可能会对投资者造成不利影响，但投资者似乎已经克服了对美国贸易政策的最严重担忧。</p><p style=\"text-align: justify;\">另一方面，机构投资者持续看好英伟达，因为该公司在人工智能领域的优势地位将继续帮助该公司盈利并扩大业务。</p><p style=\"text-align: justify;\">花旗分析师Atif Malik将英伟达的目标价从180美元上调至190美元，还有34位华尔街分析师也给出了“买入”评级，平均目标价为175.97美元，意味着英伟达股价在未来几个月还可能再上涨10%。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达股价再刷历史新高！问鼎史上首家4万亿美元市值公司</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达股价再刷历史新高！问鼎史上首家4万亿美元市值公司\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\">2025-07-09 21:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月9日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>盘初拉升涨超2%，股价续创历史新高，市值突破4万亿美元，成为首家市值突破4万亿美元的公司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f26814d7863a5774be3feef9ef78010c\" title=\"\" tg-width=\"538\" tg-height=\"487\"/></p><p>英伟达股价自4月下旬以来持续上涨，因市场预期人工智能需求激增将持续提振其盈利。尽管公司首席执行官黄仁勋在5月份曾警告，美国限制对华芯片出口政策可能会对投资者造成不利影响，但投资者似乎已经克服了对美国贸易政策的最严重担忧。</p><p style=\"text-align: justify;\">另一方面，机构投资者持续看好英伟达，因为该公司在人工智能领域的优势地位将继续帮助该公司盈利并扩大业务。</p><p style=\"text-align: justify;\">花旗分析师Atif Malik将英伟达的目标价从180美元上调至190美元，还有34位华尔街分析师也给出了“买入”评级，平均目标价为175.97美元，意味着英伟达股价在未来几个月还可能再上涨10%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139841640","content_text":"7月9日，英伟达盘初拉升涨超2%，股价续创历史新高，市值突破4万亿美元，成为首家市值突破4万亿美元的公司。英伟达股价自4月下旬以来持续上涨，因市场预期人工智能需求激增将持续提振其盈利。尽管公司首席执行官黄仁勋在5月份曾警告，美国限制对华芯片出口政策可能会对投资者造成不利影响，但投资者似乎已经克服了对美国贸易政策的最严重担忧。另一方面，机构投资者持续看好英伟达，因为该公司在人工智能领域的优势地位将继续帮助该公司盈利并扩大业务。花旗分析师Atif Malik将英伟达的目标价从180美元上调至190美元，还有34位华尔街分析师也给出了“买入”评级，平均目标价为175.97美元，意味着英伟达股价在未来几个月还可能再上涨10%。","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":1027,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454852742398384,"gmtCreate":1752065708209,"gmtModify":1752065710195,"author":{"id":"3497056520199210","authorId":"3497056520199210","name":"Rebeca如","avatar":"https://static.tigerbbs.com/085f185d64a6e8f55c6d2eee79093864","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3497056520199210","idStr":"3497056520199210"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454852742398384","repostId":"454743077319320","repostType":1,"repost":{"id":454743077319320,"gmtCreate":1752044511365,"gmtModify":1752069002760,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502767768442965","idStr":"3502767768442965"},"themes":[],"title":"港交所搬上来6只锣！“A+H”热潮继续，大家上半年打新赚钱了吗？","htmlText":"上半年的最后一波新股，今天港交所抬上来了6个锣[吃瓜]虽然目前打新势头略有减弱，不过“A+H”上市公司表现还是不错的，今天上市首日，“果链龙头” <a href=\"https://laohu8.com/S/06613\">$蓝思科技(06613)$</a> 盘中最高+9%，“芯片设计公司” <a href=\"https://laohu8.com/S/01304\">$FORTIOR(01304)$</a> +20%，一方面上半年港股整体趋势不错，一方面恒生AH溢价指数近一年都是大于100，相对于H股整体是存在溢价的，所以优质的H股更具备投资潜力。（目前指数已经从150左右的峰值下滑到了130附近）上半年已经招股上市的A+H公司， <a href=\"https://laohu8.com/S/03750\">$宁德时代(03750)$</a> <a href=\"https://laohu8.com/S/01276\">$恒瑞医药(01276)$</a> <a href=\"https://laohu8.com/S/02603\">$吉宏股份(02603)$</a> 等一系列公司都是两位数的涨幅，后面从 <a href=\"https://laohu8.com/S/03288\">$海天味业(03288)$</a> 开始，就有点鸡肋了[暗中观察] （不过这也不一定是坏事，现在市场休息一下，同时劝退一些打新的人，有利于后续赚钱效应改善~）（图源网络，数据统计仅到6月30日）后续还有众多耳熟能详的公司，eg. <a href=\"https://laohu8.com/S/002714\">$牧原股份(002714)$</a> <a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a>","listText":"上半年的最后一波新股，今天港交所抬上来了6个锣[吃瓜]虽然目前打新势头略有减弱，不过“A+H”上市公司表现还是不错的，今天上市首日，“果链龙头” <a href=\"https://laohu8.com/S/06613\">$蓝思科技(06613)$</a> 盘中最高+9%，“芯片设计公司” <a href=\"https://laohu8.com/S/01304\">$FORTIOR(01304)$</a> +20%，一方面上半年港股整体趋势不错，一方面恒生AH溢价指数近一年都是大于100，相对于H股整体是存在溢价的，所以优质的H股更具备投资潜力。（目前指数已经从150左右的峰值下滑到了130附近）上半年已经招股上市的A+H公司， <a href=\"https://laohu8.com/S/03750\">$宁德时代(03750)$</a> <a href=\"https://laohu8.com/S/01276\">$恒瑞医药(01276)$</a> <a href=\"https://laohu8.com/S/02603\">$吉宏股份(02603)$</a> 等一系列公司都是两位数的涨幅，后面从 <a href=\"https://laohu8.com/S/03288\">$海天味业(03288)$</a> 开始，就有点鸡肋了[暗中观察] （不过这也不一定是坏事，现在市场休息一下，同时劝退一些打新的人，有利于后续赚钱效应改善~）（图源网络，数据统计仅到6月30日）后续还有众多耳熟能详的公司，eg. <a href=\"https://laohu8.com/S/002714\">$牧原股份(002714)$</a> <a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a>","text":"上半年的最后一波新股，今天港交所抬上来了6个锣[吃瓜]虽然目前打新势头略有减弱，不过“A+H”上市公司表现还是不错的，今天上市首日，“果链龙头” $蓝思科技(06613)$ 盘中最高+9%，“芯片设计公司” $FORTIOR(01304)$ +20%，一方面上半年港股整体趋势不错，一方面恒生AH溢价指数近一年都是大于100，相对于H股整体是存在溢价的，所以优质的H股更具备投资潜力。（目前指数已经从150左右的峰值下滑到了130附近）上半年已经招股上市的A+H公司， $宁德时代(03750)$ $恒瑞医药(01276)$ $吉宏股份(02603)$ 等一系列公司都是两位数的涨幅，后面从 $海天味业(03288)$ 开始，就有点鸡肋了[暗中观察] （不过这也不一定是坏事，现在市场休息一下，同时劝退一些打新的人，有利于后续赚钱效应改善~）（图源网络，数据统计仅到6月30日）后续还有众多耳熟能详的公司，eg. $牧原股份(002714)$ $赛力斯(601127)$","images":[{"img":"https://static.tigerbbs.com/8679789e0fa1b225c0500f712ffd4d9c"},{"img":"https://static.tigerbbs.com/f983ef5fd9a51b6c852fa99b6073e23f"},{"img":"https://static.tigerbbs.com/9c0e4bc6de16a8290fdb60aa9cfbc007"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454743077319320","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450221263159888,"gmtCreate":1750946044728,"gmtModify":1750946046458,"author":{"id":"3497056520199210","authorId":"3497056520199210","name":"Rebeca如","avatar":"https://static.tigerbbs.com/085f185d64a6e8f55c6d2eee79093864","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3497056520199210","idStr":"3497056520199210"},"themes":[],"htmlText":"未来去中心化趋势已成","listText":"未来去中心化趋势已成","text":"未来去中心化趋势已成","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450221263159888","repostId":"1141150883","repostType":2,"isVote":1,"tweetType":1,"viewCount":1522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450221316567656,"gmtCreate":1750945937832,"gmtModify":1750945939509,"author":{"id":"3497056520199210","authorId":"3497056520199210","name":"Rebeca如","avatar":"https://static.tigerbbs.com/085f185d64a6e8f55c6d2eee79093864","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3497056520199210","idStr":"3497056520199210"},"themes":[],"htmlText":"结合跨境支付通，不知是什么信号🤔","listText":"结合跨境支付通，不知是什么信号🤔","text":"结合跨境支付通，不知是什么信号🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450221316567656","repostId":"1105577220","repostType":2,"repost":{"id":"1105577220","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1750945242,"share":"https://www.laohu8.com/m/news/1105577220?lang=zh_CN&edition=full","pubTime":"2025-06-26 21:40","market":"sg","language":"zh","title":"异动解读 | Circle宣布获批稳定币牌照，CRCL盘中大涨7.96%","url":"https://stock-news.laohu8.com/highlight/detail?id=1105577220","media":"异动解读","summary":"6月26日，稳定币发行公司Circle Internet Corp.股价在盘中出现大幅上涨，涨幅一度达到7.96%。这一突然的股价上涨引起了市场的广泛关注。Circle股价上涨的主要原因是公司宣布获得了香港监管机构颁发的稳定币牌照。此外，近期全球范围内对稳定币的监管态度正在逐步明朗化，这也为Circle等稳定币发行商带来了利好。然而，投资者也应该注意到，尽管Circle在稳定币市场占据重要地位，但该行业仍面临着诸多挑战和不确定性。","content":"<p>6月26日，稳定币发行公司Circle Internet Corp.（股票代码：CRCL）股价在盘中出现大幅上涨，涨幅一度达到7.96%。这一突然的股价上涨引起了市场的广泛关注。</p>\n\n<p>Circle股价上涨的主要原因是公司宣布获得了香港监管机构颁发的稳定币牌照。这意味着Circle将可以在香港合法发行和管理稳定币，这对公司的业务扩展和市场地位具有重要意义。香港作为全球重要的金融中心之一，其监管机构的认可无疑会提升Circle在国际市场上的声誉和竞争力。</p>\n\n<p>此外，近期全球范围内对稳定币的监管态度正在逐步明朗化，这也为Circle等稳定币发行商带来了利好。美国参议院近期通过的《GENIUS法案》为稳定币的发行和监管提供了更清晰的法律框架，这被市场视为对稳定币行业的积极信号。在这一背景下，Circle作为行业领先企业，其获得香港牌照的消息更加凸显了公司的发展前景。</p>\n\n<p>然而，投资者也应该注意到，尽管Circle在稳定币市场占据重要地位，但该行业仍面临着诸多挑战和不确定性。监管政策的变化、市场竞争的加剧以及潜在的技术风险都可能对公司未来的发展产生影响。因此，投资者在做出投资决策时应该综合考虑这些因素，谨慎评估相关风险。</p>","source":"ai_movement_cn","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>异动解读 | Circle宣布获批稳定币牌照，CRCL盘中大涨7.96%</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异动解读 | Circle宣布获批稳定币牌照，CRCL盘中大涨7.96%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-06-26 21:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月26日，稳定币发行公司Circle Internet Corp.（股票代码：CRCL）股价在盘中出现大幅上涨，涨幅一度达到7.96%。这一突然的股价上涨引起了市场的广泛关注。</p>\n\n<p>Circle股价上涨的主要原因是公司宣布获得了香港监管机构颁发的稳定币牌照。这意味着Circle将可以在香港合法发行和管理稳定币，这对公司的业务扩展和市场地位具有重要意义。香港作为全球重要的金融中心之一，其监管机构的认可无疑会提升Circle在国际市场上的声誉和竞争力。</p>\n\n<p>此外，近期全球范围内对稳定币的监管态度正在逐步明朗化，这也为Circle等稳定币发行商带来了利好。美国参议院近期通过的《GENIUS法案》为稳定币的发行和监管提供了更清晰的法律框架，这被市场视为对稳定币行业的积极信号。在这一背景下，Circle作为行业领先企业，其获得香港牌照的消息更加凸显了公司的发展前景。</p>\n\n<p>然而，投资者也应该注意到，尽管Circle在稳定币市场占据重要地位，但该行业仍面临着诸多挑战和不确定性。监管政策的变化、市场竞争的加剧以及潜在的技术风险都可能对公司未来的发展产生影响。因此，投资者在做出投资决策时应该综合考虑这些因素，谨慎评估相关风险。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRCL":"Circle Internet Corp."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105577220","content_text":"6月26日，稳定币发行公司Circle Internet Corp.（股票代码：CRCL）股价在盘中出现大幅上涨，涨幅一度达到7.96%。这一突然的股价上涨引起了市场的广泛关注。\nCircle股价上涨的主要原因是公司宣布获得了香港监管机构颁发的稳定币牌照。这意味着Circle将可以在香港合法发行和管理稳定币，这对公司的业务扩展和市场地位具有重要意义。香港作为全球重要的金融中心之一，其监管机构的认可无疑会提升Circle在国际市场上的声誉和竞争力。\n此外，近期全球范围内对稳定币的监管态度正在逐步明朗化，这也为Circle等稳定币发行商带来了利好。美国参议院近期通过的《GENIUS法案》为稳定币的发行和监管提供了更清晰的法律框架，这被市场视为对稳定币行业的积极信号。在这一背景下，Circle作为行业领先企业，其获得香港牌照的消息更加凸显了公司的发展前景。\n然而，投资者也应该注意到，尽管Circle在稳定币市场占据重要地位，但该行业仍面临着诸多挑战和不确定性。监管政策的变化、市场竞争的加剧以及潜在的技术风险都可能对公司未来的发展产生影响。因此，投资者在做出投资决策时应该综合考虑这些因素，谨慎评估相关风险。","news_type":1,"symbols_score_info":{"CRCL":1}},"isVote":1,"tweetType":1,"viewCount":2063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450219619729624,"gmtCreate":1750945819684,"gmtModify":1750945821504,"author":{"id":"3497056520199210","authorId":"3497056520199210","name":"Rebeca如","avatar":"https://static.tigerbbs.com/085f185d64a6e8f55c6d2eee79093864","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3497056520199210","idStr":"3497056520199210"},"themes":[],"htmlText":"未来势头仍属于人工智能","listText":"未来势头仍属于人工智能","text":"未来势头仍属于人工智能","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450219619729624","repostId":"1157058349","repostType":2,"repost":{"id":"1157058349","kind":"news","pubTimestamp":1750890378,"share":"https://www.laohu8.com/m/news/1157058349?lang=zh_CN&edition=full","pubTime":"2025-06-26 06:26","market":"us","language":"zh","title":"黄仁勋力捧机器人技术！英伟达股价创历史新高，重夺全球最高市值宝座","url":"https://stock-news.laohu8.com/highlight/detail?id=1157058349","media":"华尔街见闻","summary":"英伟达股价收涨超4%，重新夺回全球最高市值个股宝座。英伟达CEO黄仁勋认为，继人工智能之后，机器人技术是英伟达另一大具有增长潜力的市场。黄仁勋称，自动驾驶汽车将成为机器人技术的首个主要商业应用领域。黄仁勋讲话当天，英伟达股价高开高走，午盘刷新日高时日内涨4.4%，收涨4.3%，刷新今年1月6日所创的收盘最高纪录，较4月低谷已累涨约63%。第一财季英伟达的头号业务数据中心创收391亿美元，约占总营收的88.7%。","content":"<html><head></head><body><blockquote><p>黄仁勋称，自动驾驶汽车将成为机器人技术的首个主要商业应用领域，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的目标是，数十亿个机器人、数亿辆自动驾驶汽车和数十万个机器人工厂都将由英伟达技术驱动。他重申，计算机行业大规模的AI基础设施升级才刚刚开始。英伟达股价收涨超4%，重新夺回全球最高市值个股宝座。</p></blockquote><p style=\"text-align: justify;\">英伟达CEO黄仁勋认为，继人工智能（AI）之后，机器人技术是英伟达另一大具有增长潜力的市场。</p><p style=\"text-align: justify;\">美东时间6约25日周三举行的英伟达年度股东大会上，黄仁勋回答一位与会者提问时表示：</p><blockquote><p style=\"text-align: justify;\">“我们公司有许多增长机遇，其中 AI 和机器人技术是最大的两个，代表着数万亿美元的增长机会。”</p></blockquote><p style=\"text-align: justify;\">黄仁勋称，自动驾驶汽车将成为机器人技术的首个主要商业应用领域。</p><p style=\"text-align: justify;\">此外，有评论指出，在此次股东大会上，黄仁勋安抚投资者，称AI领域的需求依然强劲。黄仁勋重申了自己的观点，即计算机行业大规模的AI基础设施升级才刚刚开始。</p><p style=\"text-align: justify;\">黄仁勋讲话当天，英伟达股价高开高走，午盘刷新日高时日内涨4.4%，收涨4.3%，刷新今年1月6日所创的收盘最高纪录，较4月低谷已累涨约63%。因周三股价进一步走高，英伟达市值达到约3.77万亿美元，超越市值3.66万亿美元的<a href=\"https://laohu8.com/S/MSFT\">微软</a>，重新夺回全球最高市值个股的宝座。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c0d781fd51c18ff4b319f5fe3c4a13fc\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">在5月末公布的最近一次季度财报中，英伟达披露，截至今年4月27日的公司2026财年第一财季，汽车和机器人业务录得营收5.67亿美元，在公司总营收中占比不足1.3%。当季汽车和机器人业务的增速超过70%，达72%，较前一季的27%明显加快，还低于分析师预期的5.794亿美元。</p><p style=\"text-align: justify;\">第一财季英伟达的头号业务数据中心创收391亿美元，约占总营收的88.7%。过去三年，英伟达的数据中心芯片直接受益于ChatGPT掀起的AI应用热潮，该业务的营收从2023财年的约270亿美元飙升至去年的1305亿美元，增长逾3.8倍，LSEG数据显示，分析师预计今年的销售额将接近 2000 亿美元。</p><p style=\"text-align: justify;\">相比数据中心，英伟达的汽车和机器人业务目前规模还很小。但本周三黄仁勋表示，未来的应用将既需要英伟达数据中心的AI芯片训练软件，也需要其他安装在自动驾驶汽车和机器人上的芯片。</p><p style=\"text-align: justify;\">黄仁勋强调了英伟达的Drive芯片平台，以及梅赛德斯-奔驰正在使用的自动驾驶汽车软件。他还表示，英伟达最近发布了名为Cosmos的人形机器人AI模型。黄仁勋说：</p><blockquote><p style=\"text-align: justify;\">“我们正致力于实现这样一个目标：数十亿个机器人、数亿辆自动驾驶汽车和数十万个机器人工厂都将由英伟达技术驱动。”</p></blockquote><p style=\"text-align: justify;\">黄仁勋表示，英伟达的品牌正在不断发展，“我们很久以前就不再将自己视为一家芯片公司了”，更贴切的说法是，“AI 基础设施”或“计算平台”供应商。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>黄仁勋力捧机器人技术！英伟达股价创历史新高，重夺全球最高市值宝座</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黄仁勋力捧机器人技术！英伟达股价创历史新高，重夺全球最高市值宝座\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-26 06:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3749841><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>黄仁勋称，自动驾驶汽车将成为机器人技术的首个主要商业应用领域，英伟达的目标是，数十亿个机器人、数亿辆自动驾驶汽车和数十万个机器人工厂都将由英伟达技术驱动。他重申，计算机行业大规模的AI基础设施升级才刚刚开始。英伟达股价收涨超4%，重新夺回全球最高市值个股宝座。英伟达CEO黄仁勋认为，继人工智能（AI）之后，机器人技术是英伟达另一大具有增长潜力的市场。美东时间6约25日周三举行的英伟达年度股东大会上...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3749841\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088","relate_stocks":{"IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","NVDA":"英伟达","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4547":"WSB热门概念","BK4505":"高瓴资本持仓","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4527":"明星科技股","BK4543":"AI","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","BK4141":"半导体产品","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4503":"景林资产持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC"},"source_url":"https://wallstreetcn.com/articles/3749841","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157058349","content_text":"黄仁勋称，自动驾驶汽车将成为机器人技术的首个主要商业应用领域，英伟达的目标是，数十亿个机器人、数亿辆自动驾驶汽车和数十万个机器人工厂都将由英伟达技术驱动。他重申，计算机行业大规模的AI基础设施升级才刚刚开始。英伟达股价收涨超4%，重新夺回全球最高市值个股宝座。英伟达CEO黄仁勋认为，继人工智能（AI）之后，机器人技术是英伟达另一大具有增长潜力的市场。美东时间6约25日周三举行的英伟达年度股东大会上，黄仁勋回答一位与会者提问时表示：“我们公司有许多增长机遇，其中 AI 和机器人技术是最大的两个，代表着数万亿美元的增长机会。”黄仁勋称，自动驾驶汽车将成为机器人技术的首个主要商业应用领域。此外，有评论指出，在此次股东大会上，黄仁勋安抚投资者，称AI领域的需求依然强劲。黄仁勋重申了自己的观点，即计算机行业大规模的AI基础设施升级才刚刚开始。黄仁勋讲话当天，英伟达股价高开高走，午盘刷新日高时日内涨4.4%，收涨4.3%，刷新今年1月6日所创的收盘最高纪录，较4月低谷已累涨约63%。因周三股价进一步走高，英伟达市值达到约3.77万亿美元，超越市值3.66万亿美元的微软，重新夺回全球最高市值个股的宝座。在5月末公布的最近一次季度财报中，英伟达披露，截至今年4月27日的公司2026财年第一财季，汽车和机器人业务录得营收5.67亿美元，在公司总营收中占比不足1.3%。当季汽车和机器人业务的增速超过70%，达72%，较前一季的27%明显加快，还低于分析师预期的5.794亿美元。第一财季英伟达的头号业务数据中心创收391亿美元，约占总营收的88.7%。过去三年，英伟达的数据中心芯片直接受益于ChatGPT掀起的AI应用热潮，该业务的营收从2023财年的约270亿美元飙升至去年的1305亿美元，增长逾3.8倍，LSEG数据显示，分析师预计今年的销售额将接近 2000 亿美元。相比数据中心，英伟达的汽车和机器人业务目前规模还很小。但本周三黄仁勋表示，未来的应用将既需要英伟达数据中心的AI芯片训练软件，也需要其他安装在自动驾驶汽车和机器人上的芯片。黄仁勋强调了英伟达的Drive芯片平台，以及梅赛德斯-奔驰正在使用的自动驾驶汽车软件。他还表示，英伟达最近发布了名为Cosmos的人形机器人AI模型。黄仁勋说：“我们正致力于实现这样一个目标：数十亿个机器人、数亿辆自动驾驶汽车和数十万个机器人工厂都将由英伟达技术驱动。”黄仁勋表示，英伟达的品牌正在不断发展，“我们很久以前就不再将自己视为一家芯片公司了”，更贴切的说法是，“AI 基础设施”或“计算平台”供应商。","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":1522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}