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Ark大空头
顺势反手。运气。容错。敏捷感知机会。Make friends with time.手中要留筹码。
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Ark大空头
11-11 18:18
减持59亿美金英伟达,增持200多亿美元openai,真是从一个坑到另一个坑
英伟达盘前走弱,软银宣布已于10月份出售了持有的英伟达股份
Ark大空头
11-06
她张嘴就来。就跟对一次特斯拉
“木头姐”下调比特币2030年价格预测至120万美元,称稳定币取代部分角色
Ark大空头
11-05
三个点叫反弹吗
比特币短线反弹,加密货币股盘前拉升
Ark大空头
03-12
$特斯拉(TSLA)$
任何反弹的都是跑路机会,不到100不抄底。
Ark大空头
2024-11-13
特朗普个沙雕
市场消息:特朗普称马斯克和美国企业家维韦克·拉马斯瓦米将领导政府效率部
Ark大空头
2024-09-21
有实力
抱歉,原内容已删除
Ark大空头
2024-07-26
这老板做到这里懂得舍得。东方甄选翻身别人也是有很大功劳的。
俞敏洪:与辉同行所有收益全给董宇辉,金额超1.4亿元
Ark大空头
2024-07-11
科技都用来抢底层饭碗了。
特斯拉将Robotaxi发布时间从8月推迟到10月,为给团队更多时间?
Ark大空头
2024-07-08
要砸手里了。Apple这几年打产品很差劲,越做越丑
产业链人士:苹果上调iPhone 16系列今年备货目标至9000万部左右
Ark大空头
2024-06-28
3万块。不好挣啊。确实是革命性的产品,但是续航才2.5小时,续航不行啊。这是VRAR走进现实的一款产品。现实市面上也有几百块的头显,还有耕耘多年的HTC view。
苹果Vision Pro今日国内正式发售,无“黄牛”,店内有现货
Ark大空头
2024-06-27
2023年一月卖了英伟达。。。特斯拉是她唯一的机会了吧
女股神今年已亏25%,ARK三大重仓能否助她逆袭?
Ark大空头
2024-06-23
12proMax还在坚挺中,换不动了。期待大的以旧换新
如何看苹果AI后续升级方向?
Ark大空头
2024-06-22
卖车不赚钱,直接卖D1架构的特斯拉超算芯片Dojo
马斯克剧透新一代FSD硬件平台:4nm工艺,算力10倍提升
Ark大空头
2024-06-21
大资金开始组团跑了。
英伟达跌逾4%,两天内已“蒸发”超3000亿美元市值
Ark大空头
2024-06-21
收费没有人用了
消息称亚马逊8月升级Alexa:整合AI,高阶版每月最低5美元
Ark大空头
2024-06-21
我也赞成这样的说法。可能大资金都进来了,炒作一过,跌个30%-70%也是有可能。
资深科技投资者减持英伟达:风险比微软、谷歌更大
Ark大空头
2024-06-21
我也赞成这样的说法。可能大资金都进来了,炒作一过,跌个30%-70%也是有可能。
资深科技投资者减持英伟达:风险比微软、谷歌更大
Ark大空头
2024-06-17
靠擎天柱机器人,一年获得一万亿美元利润,算50%的利润吧,10万美元一个最多,要卖2000万个,做梦吧。
特斯拉涨逾4%,马斯克称Optimus业务估值有望达20万至25万亿美元
Ark大空头
2024-06-14
$ARM Holdings Ltd(ARM)$
这公司会到万亿吗,如果转型
Ark大空头
2024-06-14
这种公司有可能倒闭,血本无归。
狂欢继续?“带头大哥”GME持仓翻倍,成公司第四大股东
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18:07","market":"us","language":"zh","title":"英伟达盘前走弱,软银宣布已于10月份出售了持有的英伟达股份","url":"https://stock-news.laohu8.com/highlight/detail?id=1121468646","media":"老虎资讯综合","summary":"套现58.3亿美元。","content":"<html><head></head><body><p>周二, <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 盘前跌幅一度扩大至接近1.5%。消息面上,软银宣布已于10月份出售了所持有的英伟达股份,套现58.3亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4bba9aceda7cb68de18de47a2e669e5c\" title=\"\" tg-width=\"1167\" tg-height=\"432\"/></p><p>软银与英伟达的关系可追溯到AI早期布局,但两次卖出也留下遗憾:</p><ul style=\"\"><li><p><strong>2017年买入:</strong>2017年5月,软银Vision Fund启动后不久,以约7亿美元买入Nvidia约4.9%的股份,孙正义当时看好Nvidia在AI硬件的潜力。</p></li><li><p><strong>2019年首次卖出:</strong>2018年底加密货币寒冬导致Nvidia GPU需求锐减,股价从峰值289美元跌至147美元。软银于2019年1月清仓全部股份,套现约36亿美元,获利33亿美元(回报率超400%)。孙正义后来称这是“漏掉的大鱼”——若持有至今,当初价值7亿美金的4.9%股份,按照英伟达5万亿美元市值计算,价值将最高达2450亿美元,看来频繁交易的不仅仅是散户,大佬也一样。</p></li><li><p><strong>2024-2025年重新建仓与二次卖出</strong>:AI热潮重启后,软银2024年底持股价值10亿美元。到2025年3月底,增持至30亿美元(约占Nvidia总股本0.1%)。软银还部署全球最大Nvidia Blackwell GPU集群(超4000块),用于自家AI子公司SB Intuitions开发日语大模型。 但在2025年10月,软银再度全数卖出,获利58.3亿美元。这次离场正值Nvidia股价高点(超212美元),帮助软银Q2利润暴增。公司同时宣布1:4股票拆分,以提升流动性。孙正义表示,此举是为新AI项目(如30亿美元OpenAI投资)腾出资金。Vision Fund累计从Nvidia两次交易获利超90亿美元,但错过万亿市值增长。</p></li></ul></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>英伟达盘前走弱,软银宣布已于10月份出售了持有的英伟达股份</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英伟达盘前走弱,软银宣布已于10月份出售了持有的英伟达股份\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\">2025-11-11 18:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二, <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 盘前跌幅一度扩大至接近1.5%。消息面上,软银宣布已于10月份出售了所持有的英伟达股份,套现58.3亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4bba9aceda7cb68de18de47a2e669e5c\" title=\"\" tg-width=\"1167\" tg-height=\"432\"/></p><p>软银与英伟达的关系可追溯到AI早期布局,但两次卖出也留下遗憾:</p><ul style=\"\"><li><p><strong>2017年买入:</strong>2017年5月,软银Vision Fund启动后不久,以约7亿美元买入Nvidia约4.9%的股份,孙正义当时看好Nvidia在AI硬件的潜力。</p></li><li><p><strong>2019年首次卖出:</strong>2018年底加密货币寒冬导致Nvidia GPU需求锐减,股价从峰值289美元跌至147美元。软银于2019年1月清仓全部股份,套现约36亿美元,获利33亿美元(回报率超400%)。孙正义后来称这是“漏掉的大鱼”——若持有至今,当初价值7亿美金的4.9%股份,按照英伟达5万亿美元市值计算,价值将最高达2450亿美元,看来频繁交易的不仅仅是散户,大佬也一样。</p></li><li><p><strong>2024-2025年重新建仓与二次卖出</strong>:AI热潮重启后,软银2024年底持股价值10亿美元。到2025年3月底,增持至30亿美元(约占Nvidia总股本0.1%)。软银还部署全球最大Nvidia Blackwell GPU集群(超4000块),用于自家AI子公司SB Intuitions开发日语大模型。 但在2025年10月,软银再度全数卖出,获利58.3亿美元。这次离场正值Nvidia股价高点(超212美元),帮助软银Q2利润暴增。公司同时宣布1:4股票拆分,以提升流动性。孙正义表示,此举是为新AI项目(如30亿美元OpenAI投资)腾出资金。Vision Fund累计从Nvidia两次交易获利超90亿美元,但错过万亿市值增长。</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121468646","content_text":"周二, 英伟达 盘前跌幅一度扩大至接近1.5%。消息面上,软银宣布已于10月份出售了所持有的英伟达股份,套现58.3亿美元。软银与英伟达的关系可追溯到AI早期布局,但两次卖出也留下遗憾:2017年买入:2017年5月,软银Vision Fund启动后不久,以约7亿美元买入Nvidia约4.9%的股份,孙正义当时看好Nvidia在AI硬件的潜力。2019年首次卖出:2018年底加密货币寒冬导致Nvidia GPU需求锐减,股价从峰值289美元跌至147美元。软银于2019年1月清仓全部股份,套现约36亿美元,获利33亿美元(回报率超400%)。孙正义后来称这是“漏掉的大鱼”——若持有至今,当初价值7亿美金的4.9%股份,按照英伟达5万亿美元市值计算,价值将最高达2450亿美元,看来频繁交易的不仅仅是散户,大佬也一样。2024-2025年重新建仓与二次卖出:AI热潮重启后,软银2024年底持股价值10亿美元。到2025年3月底,增持至30亿美元(约占Nvidia总股本0.1%)。软银还部署全球最大Nvidia Blackwell GPU集群(超4000块),用于自家AI子公司SB Intuitions开发日语大模型。 但在2025年10月,软银再度全数卖出,获利58.3亿美元。这次离场正值Nvidia股价高点(超212美元),帮助软银Q2利润暴增。公司同时宣布1:4股票拆分,以提升流动性。孙正义表示,此举是为新AI项目(如30亿美元OpenAI投资)腾出资金。Vision Fund累计从Nvidia两次交易获利超90亿美元,但错过万亿市值增长。","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497340774055976,"gmtCreate":1762444271885,"gmtModify":1762444274129,"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark大空头","avatar":"https://static.tigerbbs.com/8ea120142d3ed0cc47755dc7d0a37390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497856541848999","authorIdStr":"3497856541848999"},"themes":[],"title":"","htmlText":"她张嘴就来。就跟对一次特斯拉","listText":"她张嘴就来。就跟对一次特斯拉","text":"她张嘴就来。就跟对一次特斯拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497340774055976","repostId":"1172982821","repostType":2,"repost":{"id":"1172982821","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":1762443622,"share":"https://www.laohu8.com/m/news/1172982821?lang=&edition=full","pubTime":"2025-11-06 23:40","market":"us","language":"zh","title":"“木头姐”下调比特币2030年价格预测至120万美元,称稳定币取代部分角色","url":"https://stock-news.laohu8.com/highlight/detail?id=1172982821","media":"老虎资讯综合","summary":"稳定币正取代比特币部分角色。","content":"<html><head></head><body><p>“木头姐”Cathie Wood调整对比特币的长期乐观预测,表示随着稳定币迅速崛起,稳定币正取代比特币部分角色。她指出,稳定币在新兴市场的应用增长远超预期。美国部分机构亦开始关注以稳定币为核心的新支付基础设施。</p><p><strong>她目前对比特币最乐观的预测是2030年价格达150万美元,但考虑到稳定币的发展后,预测可能需调低约30万美元。</strong>不过,她仍看好比特币长期前景,指机构投资者的进场将成为主要的推动力。</p><p>加密货币概念股全线走低,截至发稿, <a href=\"https://laohu8.com/S/CIFR\">Cipher Mining Inc.</a> 跌超9%, <a href=\"https://laohu8.com/S/IREN\">IREN Ltd</a> 跌超8%, <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a> 、 <a href=\"https://laohu8.com/S/MSTR\">Strategy</a> 跌6%, <a href=\"https://laohu8.com/S/CLSK\">CleanSpark, Inc.</a> 跌超5%, <a href=\"https://laohu8.com/S/MARA\">MARA Holdings</a> 跌3.5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2faeafb1674210fd54f1102cf937a54\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b52730ec64a100a45fe2ecede08bbc2a\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8c6f435e24bdd7a060561f888097f4d\" tg-width=\"560\" tg-height=\"240\"/></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>“木头姐”下调比特币2030年价格预测至120万美元,称稳定币取代部分角色</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“木头姐”下调比特币2030年价格预测至120万美元,称稳定币取代部分角色\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\">2025-11-06 23:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>“木头姐”Cathie Wood调整对比特币的长期乐观预测,表示随着稳定币迅速崛起,稳定币正取代比特币部分角色。她指出,稳定币在新兴市场的应用增长远超预期。美国部分机构亦开始关注以稳定币为核心的新支付基础设施。</p><p><strong>她目前对比特币最乐观的预测是2030年价格达150万美元,但考虑到稳定币的发展后,预测可能需调低约30万美元。</strong>不过,她仍看好比特币长期前景,指机构投资者的进场将成为主要的推动力。</p><p>加密货币概念股全线走低,截至发稿, <a href=\"https://laohu8.com/S/CIFR\">Cipher Mining Inc.</a> 跌超9%, <a href=\"https://laohu8.com/S/IREN\">IREN Ltd</a> 跌超8%, <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a> 、 <a href=\"https://laohu8.com/S/MSTR\">Strategy</a> 跌6%, <a href=\"https://laohu8.com/S/CLSK\">CleanSpark, Inc.</a> 跌超5%, <a href=\"https://laohu8.com/S/MARA\">MARA Holdings</a> 跌3.5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2faeafb1674210fd54f1102cf937a54\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b52730ec64a100a45fe2ecede08bbc2a\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8c6f435e24bdd7a060561f888097f4d\" tg-width=\"560\" tg-height=\"240\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"CIFR":"Cipher Mining Inc.","CRCL":"Circle Internet Corp.","MARA":"MARA Holdings","COIN":"Coinbase Global, Inc.","MSTR":"Strategy","CLSK":"CleanSpark, Inc.","IREN":"IREN Ltd","SBET":"SharpLink Gaming"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172982821","content_text":"“木头姐”Cathie Wood调整对比特币的长期乐观预测,表示随着稳定币迅速崛起,稳定币正取代比特币部分角色。她指出,稳定币在新兴市场的应用增长远超预期。美国部分机构亦开始关注以稳定币为核心的新支付基础设施。她目前对比特币最乐观的预测是2030年价格达150万美元,但考虑到稳定币的发展后,预测可能需调低约30万美元。不过,她仍看好比特币长期前景,指机构投资者的进场将成为主要的推动力。加密货币概念股全线走低,截至发稿, Cipher Mining Inc. 跌超9%, IREN Ltd 跌超8%, Coinbase Global, Inc. 、 Strategy 跌6%, CleanSpark, Inc. 跌超5%, MARA Holdings 跌3.5%。","news_type":1,"symbols_score_info":{"CIFR":2,"CLSK":2,"COIN":2,"CRCL":2,"IREN":2,"MARA":2,"MSTR":2,"SBET":2}},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496964768248584,"gmtCreate":1762352251447,"gmtModify":1762352253685,"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark大空头","avatar":"https://static.tigerbbs.com/8ea120142d3ed0cc47755dc7d0a37390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497856541848999","authorIdStr":"3497856541848999"},"themes":[],"title":"","htmlText":"三个点叫反弹吗","listText":"三个点叫反弹吗","text":"三个点叫反弹吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496964768248584","repostId":"1158499794","repostType":2,"repost":{"id":"1158499794","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":1762351996,"share":"https://www.laohu8.com/m/news/1158499794?lang=&edition=full","pubTime":"2025-11-05 22:13","market":"us","language":"zh","title":"比特币短线反弹,加密货币股盘前拉升","url":"https://stock-news.laohu8.com/highlight/detail?id=1158499794","media":"老虎资讯综合","summary":"BMNR涨6%,IREN涨5%,MARA涨超4%。","content":"<p>周三,比特币重回10.3万美元上方,加密货币股盘前拉升。截至发稿,BMNR涨6%,IREN涨5%,MARA涨超4%,Coinbase、Robinhood涨近3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d883cfbe246d83b262f97ac4f455e89\" title=\"\" tg-width=\"1170\" tg-height=\"462\"></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>比特币短线反弹,加密货币股盘前拉升</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比特币短线反弹,加密货币股盘前拉升\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\">2025-11-05 22:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周三,比特币重回10.3万美元上方,加密货币股盘前拉升。截至发稿,BMNR涨6%,IREN涨5%,MARA涨超4%,Coinbase、Robinhood涨近3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d883cfbe246d83b262f97ac4f455e89\" title=\"\" tg-width=\"1170\" tg-height=\"462\"></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BMNR":"BitMine Immersion Technologies Inc.","COIN":"Coinbase Global, Inc.","HOOD":"Robinhood","MARA":"MARA Holdings","IREN":"IREN 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任何反弹的都是跑路机会,不到100不抄底。","text":"$特斯拉(TSLA)$ 任何反弹的都是跑路机会,不到100不抄底。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/412515627971064","isVote":1,"tweetType":1,"viewCount":2701,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3523536666774916","authorId":"3523536666774916","name":"画饼仙人韭菜花","avatar":"https://static.tigerbbs.com/2467760e12a0719e780d7f9aa6176a05","crmLevel":1,"crmLevelSwitch":0,"idStr":"3523536666774916","authorIdStr":"3523536666774916"},"content":"没有在米国的人自然什么都不会懂 还逗比和政治牵扯","text":"没有在米国的人自然什么都不会懂 还逗比和政治牵扯","html":"没有在米国的人自然什么都不会懂 还逗比和政治牵扯"},{"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"content":"变成政治品牌咯,和特朗普绑定越来越深","text":"变成政治品牌咯,和特朗普绑定越来越深","html":"变成政治品牌咯,和特朗普绑定越来越深"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370364422234424,"gmtCreate":1731459034546,"gmtModify":1731461501930,"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark大空头","avatar":"https://static.tigerbbs.com/8ea120142d3ed0cc47755dc7d0a37390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497856541848999","authorIdStr":"3497856541848999"},"themes":[],"htmlText":"特朗普个沙雕","listText":"特朗普个沙雕","text":"特朗普个沙雕","images":[{"img":"https://static.tigerbbs.com/9ae007e5ba302548d3ce84226e1aebc4"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/370364422234424","repostId":"1103173983","repostType":2,"repost":{"id":"1103173983","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":1731458367,"share":"https://www.laohu8.com/m/news/1103173983?lang=&edition=full","pubTime":"2024-11-13 08:39","market":"us","language":"zh","title":"市场消息:特朗普称马斯克和美国企业家维韦克·拉马斯瓦米将领导政府效率部","url":"https://stock-news.laohu8.com/highlight/detail?id=1103173983","media":"老虎资讯综合","summary":"特朗普表示,马斯克将与美国企业家维韦克·拉马斯瓦米合作,领导拟成立的政府效率部门(简称DOGE)特朗普表示,政府效率部门(DOGE)将为拆解政府官僚机构铺平道路,削减多余的监管,削减浪费开支,并重组联邦机构。","content":"<html><head></head><body><p>特朗普表示,马斯克将与美国企业家维韦克·拉马斯瓦米合作,领导拟成立的政府效率部门(简称DOGE)。</p><p>特朗普表示,政府效率部门(DOGE)将为拆解政府官僚机构铺平道路,削减多余的监管,削减浪费开支,并重组联邦机构。</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>市场消息:特朗普称马斯克和美国企业家维韦克·拉马斯瓦米将领导政府效率部</title>\n<style 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08:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>特朗普表示,马斯克将与美国企业家维韦克·拉马斯瓦米合作,领导拟成立的政府效率部门(简称DOGE)。</p><p>特朗普表示,政府效率部门(DOGE)将为拆解政府官僚机构铺平道路,削减多余的监管,削减浪费开支,并重组联邦机构。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a54942b02db4e584de862ea105db3e03","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103173983","content_text":"特朗普表示,马斯克将与美国企业家维韦克·拉马斯瓦米合作,领导拟成立的政府效率部门(简称DOGE)。特朗普表示,政府效率部门(DOGE)将为拆解政府官僚机构铺平道路,削减多余的监管,削减浪费开支,并重组联邦机构。","news_type":1,"symbols_score_info":{"TSLA":1.1,"TSLL":1.1}},"isVote":1,"tweetType":1,"viewCount":2427,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark大空头","avatar":"https://static.tigerbbs.com/8ea120142d3ed0cc47755dc7d0a37390","crmLevel":1,"crmLevelSwitch":0,"idStr":"3497856541848999","authorIdStr":"3497856541848999"},"content":"doge把我拉爆仓了。拉了十几个点","text":"doge把我拉爆仓了。拉了十几个点","html":"doge把我拉爆仓了。拉了十几个点"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":351636430123032,"gmtCreate":1726887818289,"gmtModify":1726887820715,"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark大空头","avatar":"https://static.tigerbbs.com/8ea120142d3ed0cc47755dc7d0a37390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497856541848999","authorIdStr":"3497856541848999"},"themes":[],"htmlText":"有实力","listText":"有实力","text":"有实力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351636430123032","repostId":"1173968944","repostType":2,"isVote":1,"tweetType":1,"viewCount":1925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331479050412112,"gmtCreate":1721934243831,"gmtModify":1721934246091,"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark大空头","avatar":"https://static.tigerbbs.com/8ea120142d3ed0cc47755dc7d0a37390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497856541848999","authorIdStr":"3497856541848999"},"themes":[],"htmlText":"这老板做到这里懂得舍得。东方甄选翻身别人也是有很大功劳的。","listText":"这老板做到这里懂得舍得。东方甄选翻身别人也是有很大功劳的。","text":"这老板做到这里懂得舍得。东方甄选翻身别人也是有很大功劳的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331479050412112","repostId":"1145029000","repostType":2,"repost":{"id":"1145029000","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":1721909324,"share":"https://www.laohu8.com/m/news/1145029000?lang=&edition=full","pubTime":"2024-07-25 20:08","market":"us","language":"zh","title":"俞敏洪:与辉同行所有收益全给董宇辉,金额超1.4亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1145029000","media":"老虎资讯综合","summary":"公司是送给宇辉的。","content":"<html><head></head><body><p>东方甄选创始人俞敏洪再次发布了一则消息,回应与辉同行所有收益分文不取,全给董宇辉和与辉同行。<strong>统计显示,与辉同行自2023年12月22日成立,至2024年6月30日期间,纯利为1.41414亿元人民币。</strong></p><p style=\"text-align: start;\">俞敏洪称,为解除广大网友的误解,特补充声明如下:</p><p style=\"text-align: start;\">“宇辉持有与辉同行所需的股权购买款,我也按符合上市公司规则和公司章程规定的方式予以安排支付。”这句话的意思是,宇辉购买公司的钱我安排了,公司是送给宇辉的。</p><p style=\"text-align: start;\">除此之外,与辉同行自成立以来获取的全部收益包括全部利润东方甄选分文未取,全部留给了宇辉和与辉同行,支持他们继续发展。</p><p style=\"text-align: start;\">再次感谢宇辉为东方甄选的发展做出的卓越贡献!</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdba5142e3d2dff38541da225cf6a5da\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"829\"/></p><p>董宇辉回应称:“感谢俞老师对我,对与辉同行的关心,爱护支持,祝福,正如我声明中提到的那样,此次股权购买款项,也是由俞老师以上市公司规则给予全部支持,另外,俞老师还免费支持了我们运营系统。我个人及与辉同行非常感激俞老师。我也期待,以后能有更多机会和俞老师游山玩水,谈笑风生。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/396e1019e947a3fa2fb3bae0f77af9f9\" alt=\"\" title=\"\" tg-width=\"700\" tg-height=\"917\"/></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>俞敏洪:与辉同行所有收益全给董宇辉,金额超1.4亿元</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俞敏洪:与辉同行所有收益全给董宇辉,金额超1.4亿元\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\">2024-07-25 20:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>东方甄选创始人俞敏洪再次发布了一则消息,回应与辉同行所有收益分文不取,全给董宇辉和与辉同行。<strong>统计显示,与辉同行自2023年12月22日成立,至2024年6月30日期间,纯利为1.41414亿元人民币。</strong></p><p style=\"text-align: start;\">俞敏洪称,为解除广大网友的误解,特补充声明如下:</p><p style=\"text-align: start;\">“宇辉持有与辉同行所需的股权购买款,我也按符合上市公司规则和公司章程规定的方式予以安排支付。”这句话的意思是,宇辉购买公司的钱我安排了,公司是送给宇辉的。</p><p style=\"text-align: start;\">除此之外,与辉同行自成立以来获取的全部收益包括全部利润东方甄选分文未取,全部留给了宇辉和与辉同行,支持他们继续发展。</p><p style=\"text-align: start;\">再次感谢宇辉为东方甄选的发展做出的卓越贡献!</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdba5142e3d2dff38541da225cf6a5da\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"829\"/></p><p>董宇辉回应称:“感谢俞老师对我,对与辉同行的关心,爱护支持,祝福,正如我声明中提到的那样,此次股权购买款项,也是由俞老师以上市公司规则给予全部支持,另外,俞老师还免费支持了我们运营系统。我个人及与辉同行非常感激俞老师。我也期待,以后能有更多机会和俞老师游山玩水,谈笑风生。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/396e1019e947a3fa2fb3bae0f77af9f9\" alt=\"\" title=\"\" tg-width=\"700\" tg-height=\"917\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/9d264f0890272ac0510b6ec74e5397fb","relate_stocks":{"01797":"东方甄选","09901":"新东方-S","EDU":"新东方"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145029000","content_text":"东方甄选创始人俞敏洪再次发布了一则消息,回应与辉同行所有收益分文不取,全给董宇辉和与辉同行。统计显示,与辉同行自2023年12月22日成立,至2024年6月30日期间,纯利为1.41414亿元人民币。俞敏洪称,为解除广大网友的误解,特补充声明如下:“宇辉持有与辉同行所需的股权购买款,我也按符合上市公司规则和公司章程规定的方式予以安排支付。”这句话的意思是,宇辉购买公司的钱我安排了,公司是送给宇辉的。除此之外,与辉同行自成立以来获取的全部收益包括全部利润东方甄选分文未取,全部留给了宇辉和与辉同行,支持他们继续发展。再次感谢宇辉为东方甄选的发展做出的卓越贡献!董宇辉回应称:“感谢俞老师对我,对与辉同行的关心,爱护支持,祝福,正如我声明中提到的那样,此次股权购买款项,也是由俞老师以上市公司规则给予全部支持,另外,俞老师还免费支持了我们运营系统。我个人及与辉同行非常感激俞老师。我也期待,以后能有更多机会和俞老师游山玩水,谈笑风生。”","news_type":1,"symbols_score_info":{"01797":1.1,"09901":1.1,"EDU":1.1}},"isVote":1,"tweetType":1,"viewCount":1995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326498079125512,"gmtCreate":1720713140286,"gmtModify":1720713142286,"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark大空头","avatar":"https://static.tigerbbs.com/8ea120142d3ed0cc47755dc7d0a37390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497856541848999","authorIdStr":"3497856541848999"},"themes":[],"htmlText":"科技都用来抢底层饭碗了。","listText":"科技都用来抢底层饭碗了。","text":"科技都用来抢底层饭碗了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/326498079125512","repostId":"1182247194","repostType":2,"repost":{"id":"1182247194","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":1720712608,"share":"https://www.laohu8.com/m/news/1182247194?lang=&edition=full","pubTime":"2024-07-11 23:43","market":"us","language":"zh","title":"特斯拉将Robotaxi发布时间从8月推迟到10月,为给团队更多时间?","url":"https://stock-news.laohu8.com/highlight/detail?id=1182247194","media":"老虎资讯综合","summary":"特斯拉短线跳水。","content":"<html><head></head><body><p>周四,特斯拉盘中跳水快速走低,截至发稿跌幅超7%,为3月4日以来最大跌幅。<strong>据知情人士透露,特斯拉公司将自动驾驶出租车Robotaxi的发布时间从8月推迟到10月,以便让该项目的团队有更多时间制造更多的汽车原型。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/029c74c384236f62a597e4e1479aecc7\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>特斯拉股价此前11连涨,因为交易员押注埃隆·马斯克可以将这家汽车公司转变为人工智能大厂。投资者原本期待马斯克在8月8日推出Robotaxi可以令该公司在AI领域的领先地位得到巩固。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉将Robotaxi发布时间从8月推迟到10月,为给团队更多时间?</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特斯拉将Robotaxi发布时间从8月推迟到10月,为给团队更多时间?\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\">2024-07-11 23:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四,特斯拉盘中跳水快速走低,截至发稿跌幅超7%,为3月4日以来最大跌幅。<strong>据知情人士透露,特斯拉公司将自动驾驶出租车Robotaxi的发布时间从8月推迟到10月,以便让该项目的团队有更多时间制造更多的汽车原型。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/029c74c384236f62a597e4e1479aecc7\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>特斯拉股价此前11连涨,因为交易员押注埃隆·马斯克可以将这家汽车公司转变为人工智能大厂。投资者原本期待马斯克在8月8日推出Robotaxi可以令该公司在AI领域的领先地位得到巩固。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/62d54876ca1217a4c47fe9f92f56d1fb","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182247194","content_text":"周四,特斯拉盘中跳水快速走低,截至发稿跌幅超7%,为3月4日以来最大跌幅。据知情人士透露,特斯拉公司将自动驾驶出租车Robotaxi的发布时间从8月推迟到10月,以便让该项目的团队有更多时间制造更多的汽车原型。特斯拉股价此前11连涨,因为交易员押注埃隆·马斯克可以将这家汽车公司转变为人工智能大厂。投资者原本期待马斯克在8月8日推出Robotaxi可以令该公司在AI领域的领先地位得到巩固。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":2018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325238319685880,"gmtCreate":1720433088586,"gmtModify":1720433090493,"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark大空头","avatar":"https://static.tigerbbs.com/8ea120142d3ed0cc47755dc7d0a37390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497856541848999","authorIdStr":"3497856541848999"},"themes":[],"htmlText":"要砸手里了。Apple这几年打产品很差劲,越做越丑 ","listText":"要砸手里了。Apple这几年打产品很差劲,越做越丑 ","text":"要砸手里了。Apple这几年打产品很差劲,越做越丑 ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/325238319685880","repostId":"1123434072","repostType":2,"repost":{"id":"1123434072","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":1720430386,"share":"https://www.laohu8.com/m/news/1123434072?lang=&edition=full","pubTime":"2024-07-08 17:19","market":"us","language":"zh","title":"产业链人士:苹果上调iPhone 16系列今年备货目标至9000万部左右","url":"https://stock-news.laohu8.com/highlight/detail?id=1123434072","media":"老虎资讯综合","summary":"7月8日,从$苹果(AAPL)$产业链公司人士处独家获悉,近期该公司收到的苹果iPhone 16系列备货目标指引略有上调,上调后,iPhone 16系列今年备货目标指引为9000万部左右。另一家苹果产业链公司人士对记者表示,苹果近期确实略有上调iPhone 16系列备货目标指引。苹果产业链公司高管对记者分析称,6月份国内618电商促销期间,苹果采取降价促销策略,iPhone 15系列降价后,销量明显提升,这可能又提振了苹果对iPhone 16系列的销量预期。","content":"<html><head></head><body><p>7月8日,从<a href=\"https://laohu8.com/S/AAPL\">苹果</a>产业链公司人士处独家获悉,近期该公司收到的苹果iPhone 16系列备货目标指引略有上调,上调后,iPhone 16系列今年备货目标指引为9000万部左右。另一家苹果产业链公司人士对记者表示,苹果近期确实略有上调iPhone 16系列备货目标指引。</p><p>苹果产业链公司高管对记者分析称,6月份国内618电商促销期间,苹果采取降价促销策略,iPhone 15系列降价后,销量明显提升,这可能又提振了苹果对iPhone 16系列的销量预期。</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>产业链人士:苹果上调iPhone 16系列今年备货目标至9000万部左右</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产业链人士:苹果上调iPhone 16系列今年备货目标至9000万部左右\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\">2024-07-08 17:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月8日,从<a href=\"https://laohu8.com/S/AAPL\">苹果</a>产业链公司人士处独家获悉,近期该公司收到的苹果iPhone 16系列备货目标指引略有上调,上调后,iPhone 16系列今年备货目标指引为9000万部左右。另一家苹果产业链公司人士对记者表示,苹果近期确实略有上调iPhone 16系列备货目标指引。</p><p>苹果产业链公司高管对记者分析称,6月份国内618电商促销期间,苹果采取降价促销策略,iPhone 15系列降价后,销量明显提升,这可能又提振了苹果对iPhone 16系列的销量预期。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d1daf4ff5e1f9ad1117398ecf3857eec","relate_stocks":{"LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","BK4554":"元宇宙及AR概念","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4532":"文艺复兴科技持仓","LU0056508442.USD":"贝莱德世界科技基金A2","BK4553":"喜马拉雅资本持仓","LU0080751232.USD":"富达环球多元动力基金A","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4571":"数字音乐概念","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A(dist)","BK4592":"伊斯兰概念","BK4515":"5G概念","AAPL":"苹果","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123434072","content_text":"7月8日,从苹果产业链公司人士处独家获悉,近期该公司收到的苹果iPhone 16系列备货目标指引略有上调,上调后,iPhone 16系列今年备货目标指引为9000万部左右。另一家苹果产业链公司人士对记者表示,苹果近期确实略有上调iPhone 16系列备货目标指引。苹果产业链公司高管对记者分析称,6月份国内618电商促销期间,苹果采取降价促销策略,iPhone 15系列降价后,销量明显提升,这可能又提振了苹果对iPhone 16系列的销量预期。","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":3810,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3528154644868195","authorId":"3528154644868195","name":"查克_杨","avatar":"https://static.tigerbbs.com/fee28d4a82cd19e9eb7b3e480aeb2bcd","crmLevel":4,"crmLevelSwitch":1,"idStr":"3528154644868195","authorIdStr":"3528154644868195"},"content":"你实在太幽默了,苹果的管理层估计是假酒喝多了定的 9000 万[爱你]","text":"你实在太幽默了,苹果的管理层估计是假酒喝多了定的 9000 万[爱你]","html":"你实在太幽默了,苹果的管理层估计是假酒喝多了定的 9000 万[爱你]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321599142760472,"gmtCreate":1719545590591,"gmtModify":1719545593184,"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark大空头","avatar":"https://static.tigerbbs.com/8ea120142d3ed0cc47755dc7d0a37390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497856541848999","authorIdStr":"3497856541848999"},"themes":[],"htmlText":"3万块。不好挣啊。确实是革命性的产品,但是续航才2.5小时,续航不行啊。这是VRAR走进现实的一款产品。现实市面上也有几百块的头显,还有耕耘多年的HTC view。","listText":"3万块。不好挣啊。确实是革命性的产品,但是续航才2.5小时,续航不行啊。这是VRAR走进现实的一款产品。现实市面上也有几百块的头显,还有耕耘多年的HTC view。","text":"3万块。不好挣啊。确实是革命性的产品,但是续航才2.5小时,续航不行啊。这是VRAR走进现实的一款产品。现实市面上也有几百块的头显,还有耕耘多年的HTC view。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/321599142760472","repostId":"1118946633","repostType":2,"repost":{"id":"1118946633","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":1719545020,"share":"https://www.laohu8.com/m/news/1118946633?lang=&edition=full","pubTime":"2024-06-28 11:23","market":"us","language":"zh","title":"苹果Vision Pro今日国内正式发售,无“黄牛”,店内有现货","url":"https://stock-news.laohu8.com/highlight/detail?id=1118946633","media":"老虎资讯综合","summary":"必须经过预约试戴才可以购买。","content":"<html><head></head><body><p>据每经,今日,苹果Vision Pro在国内正式发售。上午9点前,记者来到位于北京三里屯的苹果直营店,现场没有人排队,除了少数取头显的“果粉”外,还有一些前来体验头显的消费者。</p><p>记者注意到,目前苹果官网暂不提供用户前往苹果零售店取Vision Pro的服务,而配送至北京需要等待至7月3日、4日。据店员介绍,必须经过预约试戴才可以购买。当谈及货多不多时,该店员表示:“挺多的。”另一名店员则对预约体验完的用户表示:“如果你今天准备购买,我们有现货。”</p><p>值得一提的是,记者在现场并未发现有“黄牛”收购苹果的新款Vision Pro。</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>苹果Vision Pro今日国内正式发售,无“黄牛”,店内有现货</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果Vision Pro今日国内正式发售,无“黄牛”,店内有现货\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-06-28 11:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据每经,今日,苹果Vision Pro在国内正式发售。上午9点前,记者来到位于北京三里屯的苹果直营店,现场没有人排队,除了少数取头显的“果粉”外,还有一些前来体验头显的消费者。</p><p>记者注意到,目前苹果官网暂不提供用户前往苹果零售店取Vision Pro的服务,而配送至北京需要等待至7月3日、4日。据店员介绍,必须经过预约试戴才可以购买。当谈及货多不多时,该店员表示:“挺多的。”另一名店员则对预约体验完的用户表示:“如果你今天准备购买,我们有现货。”</p><p>值得一提的是,记者在现场并未发现有“黄牛”收购苹果的新款Vision Pro。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/56d034cc45c39b76755ed4770787eb4d","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118946633","content_text":"据每经,今日,苹果Vision Pro在国内正式发售。上午9点前,记者来到位于北京三里屯的苹果直营店,现场没有人排队,除了少数取头显的“果粉”外,还有一些前来体验头显的消费者。记者注意到,目前苹果官网暂不提供用户前往苹果零售店取Vision Pro的服务,而配送至北京需要等待至7月3日、4日。据店员介绍,必须经过预约试戴才可以购买。当谈及货多不多时,该店员表示:“挺多的。”另一名店员则对预约体验完的用户表示:“如果你今天准备购买,我们有现货。”值得一提的是,记者在现场并未发现有“黄牛”收购苹果的新款Vision Pro。","news_type":1,"symbols_score_info":{"AAPL":1.1}},"isVote":1,"tweetType":1,"viewCount":3852,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557797102133270","authorId":"3557797102133270","name":"超人不会飞2020","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3557797102133270","authorIdStr":"3557797102133270"},"content":"哪里革命了","text":"哪里革命了","html":"哪里革命了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321408073306184,"gmtCreate":1719499275895,"gmtModify":1719499277905,"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark大空头","avatar":"https://static.tigerbbs.com/8ea120142d3ed0cc47755dc7d0a37390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497856541848999","authorIdStr":"3497856541848999"},"themes":[],"htmlText":"2023年一月卖了英伟达。。。特斯拉是她唯一的机会了吧","listText":"2023年一月卖了英伟达。。。特斯拉是她唯一的机会了吧","text":"2023年一月卖了英伟达。。。特斯拉是她唯一的机会了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321408073306184","repostId":"1179847715","repostType":2,"repost":{"id":"1179847715","kind":"news","weMediaInfo":{"introduction":"全球第五大财经门户网站Investing.com中国官方微信,提供全球各国海量金融资讯和实时行情数据,包括股票股指、外汇、期货、基金、债券、加密货币等。关注全球金融市场动态的投资者千万不可错过。","home_visible":1,"media_name":"英为财情Investing","id":"92","head_image":"https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313"},"pubTimestamp":1719487841,"share":"https://www.laohu8.com/m/news/1179847715?lang=&edition=full","pubTime":"2024-06-27 19:30","market":"us","language":"zh","title":"女股神今年已亏25%,ARK三大重仓能否助她逆袭?","url":"https://stock-news.laohu8.com/highlight/detail?id=1179847715","media":"英为财情Investing","summary":"2021年,她管理的ARK ETF业绩斐然,大幅跑赢标准普尔500指数,并令她名声大振。最近三年,ARKK的年化回报率已降至-24.96%,那么投资者对凯瑟琳·伍德的三大核心持仓仍能期待什么?即便短期内未必能立即受益于潜在的以太坊ETF获批,Coinbase的股价表现却已十分抢眼,年内至今已攀升41%,大幅跑赢大市。截至目前,Roku累计亏损额达到13亿美元,手头现金及等价物为20亿美元,负债总额为18亿美元。","content":"<html><head></head><body><p>凯瑟琳·伍德(Catherine Wood)于2014年创立ARK投资管理公司,她对颠覆性创新拥有独特投资的视角,并籍此在金融界崭露锋芒。2021年,她管理的ARK ETF业绩斐然,大幅跑赢标准普尔500指数,并令她名声大振。凯瑟琳·伍德的投资哲学聚焦颠覆性创新,尤其重视人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>、区块链、<a href=\"https://laohu8.com/S/300024\">机器人</a>技术、储能、基因测序及自动驾驶等高速成长的前沿领域。</p><p>此前,凯瑟琳·伍德曾任职于AllianceBernstein,然而由于公司不能完全接纳她的创新投资策略,她决意自立门户,踏上独立的投资征程。</p><p>不过,正如美联储的流动性措施与比特币走势息息相关,凯瑟琳·伍德的ETF也无法置身于宏观经济政策影响之外。2022年初,随着美联储加息以调控资金流向,其旗舰产品ARK创新ETF(ARKK)重挫,表现远逊于大盘。</p><p>对此,凯瑟琳·伍德发布公开信,向美联储表达了对快速加息的忧虑,警告这种激进策略或触发通缩危机。她在信中强调:</p><p>「过去半年,利率攀升至史无前例的高度,增幅高达13倍,且有可能在11月进一步增至16倍,这不仅令美国乃至全球震惊,同时也加剧了通缩崩溃的风险。」</p><p>随着央行政策对股市波动的影响力日益增强,凯瑟琳·伍德原定的五年内实现30%-40%年复合增长率的目标愈发困难。她精心打理的ARKK ETF,以<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、Coinbase、Roku、Block Inc.及Roblox Corp.作为前五大重仓股,共占投资组合的40%,市值约24亿美元。</p><p>最近三年,ARKK的年化回报率已降至-24.96%,那么投资者对凯瑟琳·伍德的三大核心持仓仍能期待什么?</p><h3 id=\"id_923959201\"><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>:不止电动汽车?</h3><p>特斯拉早已超越了<a href=\"https://laohu8.com/S/DLX\">豪华</a>电动车(EV)制造商的单一标签,近年来其在<a href=\"https://laohu8.com/S/300024\">机器人</a>科技与自动驾驶技术领域的积极探索,正引领一场行业变革。尽管这些前沿技术尚未全面市场化,惟特斯拉首席执行官埃隆·马斯克透露,公司研发的人形机器人Optimus预计售价在2.5万至3万美元之间,仅约为一辆汽车价格的一半。</p><p>无论是Optimus还是特斯拉的电动汽车,都面临着自动驾驶技术的共同挑战。当前,特斯拉的全自动驾驶系统(FSD)仍处于试验阶段,尚停留在二级(部分自动化)向五级(完全自动化)的过渡途中。尽管马斯克的乐观预测未能如期兑现,但他于8月8日宣布的robotaxi(无人驾驶出租车)项目依旧让市场满怀期待。</p><p>特斯拉在自动驾驶技术上的突破,类似于大型语言模型的训练,依赖对海量特斯拉用户驾驶数据的有效整合。受益于在欧美电动车市场的领先地位,特斯拉相比传统车厂展现出更强大的竞争优势。</p><p>此外,特斯拉正积极克服电动汽车普及的一大瓶颈——价格。坊间传闻,被命名为「Redwood」或「Model 2」的紧凑型跨界车型,售价或低至2.5万美元。在中国汽车市场竞争日益激烈的大环境下,特斯拉股东寄望这款亲民新车能成为电动车市场高端需求饱和后的新转机。</p><p>综观全局,特斯拉通过各业务线的深度融合,持续吸引着投资者的注意,旨在打造一个涵盖人形机器人、自动驾驶汽车、Neuralink脑机界面及先进人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>等多个平台的完美生态系统。</p><p>从这一视角审视,特斯拉今年虽经历了25.26%的市值回调,但这或可视为一个基于公司能否成功攻克技术难关并扩大生产规模的投资机遇。目前,特斯拉股价徘徊于每股187.15美元,低于过去52周217.19美元的平均值。</p><p>若美联储如市场预期在年内实施2-3次降息,特斯拉有望在2025年前达成市值破万亿美元的里程碑。</p><h3 id=\"id_480205178\">Coinbase:加密货币界的领头羊</h3><p>在众多加密货币交易平台中,Coinbase凭借其严格的监管脱颖而出,成为多数比特币ETF项目的首选合作伙伴,只有富达投资(Fidelity)自行管理旗下比特币ETF <a href=\"https://laohu8.com/S/FBTC\">Fidelity Wise Origin Bitcoin Fund</a>,以及<a href=\"https://laohu8.com/S/HODL\">Vaneck Bitcoin Trust ETF</a>选择了由Gemini托管。大部分比特币ETF选择Coinbase表明其在数字资产行业的主导地位,且受到机构和零售投资者普遍信赖。</p><p>放眼全球市场,尽管币安(Binance)以49.7%的市场份额牢固占据加密货币交易所榜首,Coinbase Global Inc依然以6.8%的市场占有率稳居第五位。随着加密货币市场波动,Coinbase第一季度的营收环比激增72%,达到了16亿美元。</p><p>相比去年同一时期净亏损7900万美元,Coinbase净利润飙升至11.7亿美元,其中大部分(7.37亿美元)源自未实现的公允价值变动收益。同时,其针对以太坊(Ethereum)推出的Base L2扩容解决方案,在新金融服务的交易量和开发者活跃度上分别实现了翻倍和八倍的增长。</p><p>即便短期内未必能立即受益于潜在的以太坊ETF获批,Coinbase的股价表现却已十分抢眼,年内至今已攀升41%,大幅跑赢大市。当前每股221.35美元,较其52周高位283.48美元仍有差距,不过Coinbase在加密货币领域底蕴深厚且发展前景广阔。</p><h3 id=\"id_2077721940\">Roku:流媒体时代下的挑战与希望</h3><p>Roku凭借其流媒体设备和智能电视操作系统的广泛生态系统,成为了Cathie Wood口中的「创新颠覆」范例。</p><p>公司盈利途径多样,涵盖硬件销售、广告收益、操作系统授权、Roku Pay交易手续费,以及内容分发与订阅服务费等。</p><p>最新财报显示,硬件销售已不再是重心,高利润率的流媒体服务平台贡献了总收入的85.6%。本季度,Roku虽然录得5080万美元的净亏损,但与上年同期1.936亿美元的净亏相比,已有显著好转。</p><p>然而,Roku正从硬件向平台业务转型的过程中,其流媒体服务平台仅覆盖了18个国家,市场拓展受限。自2021年底以来,公司尚未实现季度盈利。面对<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>及<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>等竞争对手的强大网络效应和更广泛的广告覆盖面,恐怕还将延续这一局面。</p><p>截至目前,Roku累计亏损额达到13亿美元,手头现金及等价物为20亿美元,负债总额为18亿美元。年内至今,ROKU股价已下滑38%,现每股报54.45美元,不仅远低于52周平均价74.50美元,仅略高于52周低价51.51美元。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>女股神今年已亏25%,ARK三大重仓能否助她逆袭?</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女股神今年已亏25%,ARK三大重仓能否助她逆袭?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/92\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">英为财情Investing </p>\n<p class=\"h-time\">2024-06-27 19:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>凯瑟琳·伍德(Catherine Wood)于2014年创立ARK投资管理公司,她对颠覆性创新拥有独特投资的视角,并籍此在金融界崭露锋芒。2021年,她管理的ARK ETF业绩斐然,大幅跑赢标准普尔500指数,并令她名声大振。凯瑟琳·伍德的投资哲学聚焦颠覆性创新,尤其重视人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>、区块链、<a href=\"https://laohu8.com/S/300024\">机器人</a>技术、储能、基因测序及自动驾驶等高速成长的前沿领域。</p><p>此前,凯瑟琳·伍德曾任职于AllianceBernstein,然而由于公司不能完全接纳她的创新投资策略,她决意自立门户,踏上独立的投资征程。</p><p>不过,正如美联储的流动性措施与比特币走势息息相关,凯瑟琳·伍德的ETF也无法置身于宏观经济政策影响之外。2022年初,随着美联储加息以调控资金流向,其旗舰产品ARK创新ETF(ARKK)重挫,表现远逊于大盘。</p><p>对此,凯瑟琳·伍德发布公开信,向美联储表达了对快速加息的忧虑,警告这种激进策略或触发通缩危机。她在信中强调:</p><p>「过去半年,利率攀升至史无前例的高度,增幅高达13倍,且有可能在11月进一步增至16倍,这不仅令美国乃至全球震惊,同时也加剧了通缩崩溃的风险。」</p><p>随着央行政策对股市波动的影响力日益增强,凯瑟琳·伍德原定的五年内实现30%-40%年复合增长率的目标愈发困难。她精心打理的ARKK ETF,以<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、Coinbase、Roku、Block Inc.及Roblox Corp.作为前五大重仓股,共占投资组合的40%,市值约24亿美元。</p><p>最近三年,ARKK的年化回报率已降至-24.96%,那么投资者对凯瑟琳·伍德的三大核心持仓仍能期待什么?</p><h3 id=\"id_923959201\"><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>:不止电动汽车?</h3><p>特斯拉早已超越了<a href=\"https://laohu8.com/S/DLX\">豪华</a>电动车(EV)制造商的单一标签,近年来其在<a href=\"https://laohu8.com/S/300024\">机器人</a>科技与自动驾驶技术领域的积极探索,正引领一场行业变革。尽管这些前沿技术尚未全面市场化,惟特斯拉首席执行官埃隆·马斯克透露,公司研发的人形机器人Optimus预计售价在2.5万至3万美元之间,仅约为一辆汽车价格的一半。</p><p>无论是Optimus还是特斯拉的电动汽车,都面临着自动驾驶技术的共同挑战。当前,特斯拉的全自动驾驶系统(FSD)仍处于试验阶段,尚停留在二级(部分自动化)向五级(完全自动化)的过渡途中。尽管马斯克的乐观预测未能如期兑现,但他于8月8日宣布的robotaxi(无人驾驶出租车)项目依旧让市场满怀期待。</p><p>特斯拉在自动驾驶技术上的突破,类似于大型语言模型的训练,依赖对海量特斯拉用户驾驶数据的有效整合。受益于在欧美电动车市场的领先地位,特斯拉相比传统车厂展现出更强大的竞争优势。</p><p>此外,特斯拉正积极克服电动汽车普及的一大瓶颈——价格。坊间传闻,被命名为「Redwood」或「Model 2」的紧凑型跨界车型,售价或低至2.5万美元。在中国汽车市场竞争日益激烈的大环境下,特斯拉股东寄望这款亲民新车能成为电动车市场高端需求饱和后的新转机。</p><p>综观全局,特斯拉通过各业务线的深度融合,持续吸引着投资者的注意,旨在打造一个涵盖人形机器人、自动驾驶汽车、Neuralink脑机界面及先进人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>等多个平台的完美生态系统。</p><p>从这一视角审视,特斯拉今年虽经历了25.26%的市值回调,但这或可视为一个基于公司能否成功攻克技术难关并扩大生产规模的投资机遇。目前,特斯拉股价徘徊于每股187.15美元,低于过去52周217.19美元的平均值。</p><p>若美联储如市场预期在年内实施2-3次降息,特斯拉有望在2025年前达成市值破万亿美元的里程碑。</p><h3 id=\"id_480205178\">Coinbase:加密货币界的领头羊</h3><p>在众多加密货币交易平台中,Coinbase凭借其严格的监管脱颖而出,成为多数比特币ETF项目的首选合作伙伴,只有富达投资(Fidelity)自行管理旗下比特币ETF <a href=\"https://laohu8.com/S/FBTC\">Fidelity Wise Origin Bitcoin Fund</a>,以及<a href=\"https://laohu8.com/S/HODL\">Vaneck Bitcoin Trust ETF</a>选择了由Gemini托管。大部分比特币ETF选择Coinbase表明其在数字资产行业的主导地位,且受到机构和零售投资者普遍信赖。</p><p>放眼全球市场,尽管币安(Binance)以49.7%的市场份额牢固占据加密货币交易所榜首,Coinbase Global Inc依然以6.8%的市场占有率稳居第五位。随着加密货币市场波动,Coinbase第一季度的营收环比激增72%,达到了16亿美元。</p><p>相比去年同一时期净亏损7900万美元,Coinbase净利润飙升至11.7亿美元,其中大部分(7.37亿美元)源自未实现的公允价值变动收益。同时,其针对以太坊(Ethereum)推出的Base L2扩容解决方案,在新金融服务的交易量和开发者活跃度上分别实现了翻倍和八倍的增长。</p><p>即便短期内未必能立即受益于潜在的以太坊ETF获批,Coinbase的股价表现却已十分抢眼,年内至今已攀升41%,大幅跑赢大市。当前每股221.35美元,较其52周高位283.48美元仍有差距,不过Coinbase在加密货币领域底蕴深厚且发展前景广阔。</p><h3 id=\"id_2077721940\">Roku:流媒体时代下的挑战与希望</h3><p>Roku凭借其流媒体设备和智能电视操作系统的广泛生态系统,成为了Cathie Wood口中的「创新颠覆」范例。</p><p>公司盈利途径多样,涵盖硬件销售、广告收益、操作系统授权、Roku Pay交易手续费,以及内容分发与订阅服务费等。</p><p>最新财报显示,硬件销售已不再是重心,高利润率的流媒体服务平台贡献了总收入的85.6%。本季度,Roku虽然录得5080万美元的净亏损,但与上年同期1.936亿美元的净亏相比,已有显著好转。</p><p>然而,Roku正从硬件向平台业务转型的过程中,其流媒体服务平台仅覆盖了18个国家,市场拓展受限。自2021年底以来,公司尚未实现季度盈利。面对<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>及<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>等竞争对手的强大网络效应和更广泛的广告覆盖面,恐怕还将延续这一局面。</p><p>截至目前,Roku累计亏损额达到13亿美元,手头现金及等价物为20亿美元,负债总额为18亿美元。年内至今,ROKU股价已下滑38%,现每股报54.45美元,不仅远低于52周平均价74.50美元,仅略高于52周低价51.51美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"ARKK":"ARK Innovation ETF","BK4544":"ARK ETF合集","BK4588":"碎股","BK4585":"ETF&股票定投概念","COIN":"Coinbase Global, Inc.","TSLA":"特斯拉","ROKU":"Roku Inc"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179847715","content_text":"凯瑟琳·伍德(Catherine Wood)于2014年创立ARK投资管理公司,她对颠覆性创新拥有独特投资的视角,并籍此在金融界崭露锋芒。2021年,她管理的ARK ETF业绩斐然,大幅跑赢标准普尔500指数,并令她名声大振。凯瑟琳·伍德的投资哲学聚焦颠覆性创新,尤其重视人工智能、区块链、机器人技术、储能、基因测序及自动驾驶等高速成长的前沿领域。此前,凯瑟琳·伍德曾任职于AllianceBernstein,然而由于公司不能完全接纳她的创新投资策略,她决意自立门户,踏上独立的投资征程。不过,正如美联储的流动性措施与比特币走势息息相关,凯瑟琳·伍德的ETF也无法置身于宏观经济政策影响之外。2022年初,随着美联储加息以调控资金流向,其旗舰产品ARK创新ETF(ARKK)重挫,表现远逊于大盘。对此,凯瑟琳·伍德发布公开信,向美联储表达了对快速加息的忧虑,警告这种激进策略或触发通缩危机。她在信中强调:「过去半年,利率攀升至史无前例的高度,增幅高达13倍,且有可能在11月进一步增至16倍,这不仅令美国乃至全球震惊,同时也加剧了通缩崩溃的风险。」随着央行政策对股市波动的影响力日益增强,凯瑟琳·伍德原定的五年内实现30%-40%年复合增长率的目标愈发困难。她精心打理的ARKK ETF,以特斯拉、Coinbase、Roku、Block Inc.及Roblox Corp.作为前五大重仓股,共占投资组合的40%,市值约24亿美元。最近三年,ARKK的年化回报率已降至-24.96%,那么投资者对凯瑟琳·伍德的三大核心持仓仍能期待什么?特斯拉:不止电动汽车?特斯拉早已超越了豪华电动车(EV)制造商的单一标签,近年来其在机器人科技与自动驾驶技术领域的积极探索,正引领一场行业变革。尽管这些前沿技术尚未全面市场化,惟特斯拉首席执行官埃隆·马斯克透露,公司研发的人形机器人Optimus预计售价在2.5万至3万美元之间,仅约为一辆汽车价格的一半。无论是Optimus还是特斯拉的电动汽车,都面临着自动驾驶技术的共同挑战。当前,特斯拉的全自动驾驶系统(FSD)仍处于试验阶段,尚停留在二级(部分自动化)向五级(完全自动化)的过渡途中。尽管马斯克的乐观预测未能如期兑现,但他于8月8日宣布的robotaxi(无人驾驶出租车)项目依旧让市场满怀期待。特斯拉在自动驾驶技术上的突破,类似于大型语言模型的训练,依赖对海量特斯拉用户驾驶数据的有效整合。受益于在欧美电动车市场的领先地位,特斯拉相比传统车厂展现出更强大的竞争优势。此外,特斯拉正积极克服电动汽车普及的一大瓶颈——价格。坊间传闻,被命名为「Redwood」或「Model 2」的紧凑型跨界车型,售价或低至2.5万美元。在中国汽车市场竞争日益激烈的大环境下,特斯拉股东寄望这款亲民新车能成为电动车市场高端需求饱和后的新转机。综观全局,特斯拉通过各业务线的深度融合,持续吸引着投资者的注意,旨在打造一个涵盖人形机器人、自动驾驶汽车、Neuralink脑机界面及先进人工智能等多个平台的完美生态系统。从这一视角审视,特斯拉今年虽经历了25.26%的市值回调,但这或可视为一个基于公司能否成功攻克技术难关并扩大生产规模的投资机遇。目前,特斯拉股价徘徊于每股187.15美元,低于过去52周217.19美元的平均值。若美联储如市场预期在年内实施2-3次降息,特斯拉有望在2025年前达成市值破万亿美元的里程碑。Coinbase:加密货币界的领头羊在众多加密货币交易平台中,Coinbase凭借其严格的监管脱颖而出,成为多数比特币ETF项目的首选合作伙伴,只有富达投资(Fidelity)自行管理旗下比特币ETF Fidelity Wise Origin Bitcoin Fund,以及Vaneck Bitcoin Trust ETF选择了由Gemini托管。大部分比特币ETF选择Coinbase表明其在数字资产行业的主导地位,且受到机构和零售投资者普遍信赖。放眼全球市场,尽管币安(Binance)以49.7%的市场份额牢固占据加密货币交易所榜首,Coinbase Global Inc依然以6.8%的市场占有率稳居第五位。随着加密货币市场波动,Coinbase第一季度的营收环比激增72%,达到了16亿美元。相比去年同一时期净亏损7900万美元,Coinbase净利润飙升至11.7亿美元,其中大部分(7.37亿美元)源自未实现的公允价值变动收益。同时,其针对以太坊(Ethereum)推出的Base L2扩容解决方案,在新金融服务的交易量和开发者活跃度上分别实现了翻倍和八倍的增长。即便短期内未必能立即受益于潜在的以太坊ETF获批,Coinbase的股价表现却已十分抢眼,年内至今已攀升41%,大幅跑赢大市。当前每股221.35美元,较其52周高位283.48美元仍有差距,不过Coinbase在加密货币领域底蕴深厚且发展前景广阔。Roku:流媒体时代下的挑战与希望Roku凭借其流媒体设备和智能电视操作系统的广泛生态系统,成为了Cathie Wood口中的「创新颠覆」范例。公司盈利途径多样,涵盖硬件销售、广告收益、操作系统授权、Roku Pay交易手续费,以及内容分发与订阅服务费等。最新财报显示,硬件销售已不再是重心,高利润率的流媒体服务平台贡献了总收入的85.6%。本季度,Roku虽然录得5080万美元的净亏损,但与上年同期1.936亿美元的净亏相比,已有显著好转。然而,Roku正从硬件向平台业务转型的过程中,其流媒体服务平台仅覆盖了18个国家,市场拓展受限。自2021年底以来,公司尚未实现季度盈利。面对亚马逊、苹果、谷歌及Netflix等竞争对手的强大网络效应和更广泛的广告覆盖面,恐怕还将延续这一局面。截至目前,Roku累计亏损额达到13亿美元,手头现金及等价物为20亿美元,负债总额为18亿美元。年内至今,ROKU股价已下滑38%,现每股报54.45美元,不仅远低于52周平均价74.50美元,仅略高于52周低价51.51美元。","news_type":1,"symbols_score_info":{"ARKK":1,"COIN":1.1,"ROKU":1.1,"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":3255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319786158268568,"gmtCreate":1719103029000,"gmtModify":1719103030893,"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark大空头","avatar":"https://static.tigerbbs.com/8ea120142d3ed0cc47755dc7d0a37390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497856541848999","authorIdStr":"3497856541848999"},"themes":[],"htmlText":"12proMax还在坚挺中,换不动了。期待大的以旧换新","listText":"12proMax还在坚挺中,换不动了。期待大的以旧换新","text":"12proMax还在坚挺中,换不动了。期待大的以旧换新","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319786158268568","repostId":"2445674715","repostType":2,"repost":{"id":"2445674715","kind":"highlight","pubTimestamp":1719097131,"share":"https://www.laohu8.com/m/news/2445674715?lang=&edition=full","pubTime":"2024-06-23 06:58","market":"sg","language":"zh","title":"如何看苹果AI后续升级方向?","url":"https://stock-news.laohu8.com/highlight/detail?id=2445674715","media":"中信证券研究","summary":"坚定看多苹果软硬件创新周期。","content":"<html><head></head><body><blockquote><p><strong>考虑到苹果部分AI功能落地仅限少数机型,叠加后续iPhone新品有望在算力、大模型落地、散热、光学等方向持续创新,我们认为iPhone有望迎来较强换机动能,步入出货上行通道。</strong> </p></blockquote><p style=\"text-align: justify;\">中信证券发布研报称,在AI体验持续优化的基础上,苹果新一轮的换机将来自于AI驱动。中信证券研究团队看好在庞大用户基础下的iPhone换机周期,iPhone有望在2025年迎来较强换机动能,预计2024/2025/2026年iPhone出货量或达2.25+/ 2.4+/ 2.5+亿部,步入出货上行通道。展望后续,苹果创新大年的幕布正在拉开,坚定看多苹果软硬件创新周期。</p><p style=\"text-align: justify;\"><strong>以下为研报摘要:</strong></p><p style=\"text-align: justify;\">我们认为,为进一步抢占数据和流量的分发入口以尽量提升用户对Apple Intelligence本身的依存度,后续苹果的自有模型能力有必要持续强化,具体表现为端侧提升算力+运行内存容量,增加模型参数量;云端则有望加大算力布局。</p><p style=\"text-align: justify;\">在AI体验持续优化的基础上,我们认为苹果新一轮的换机将来自于AI驱动。</p><p style=\"text-align: justify;\">我们看好在庞大用户基础下的iPhone换机周期,我们认为iPhone有望在2025年迎来较强换机动能,预计2024/2025/2026年iPhone出货量或达2.25+/ 2.4+/ 2.5+亿部,步入出货上行通道。</p><p style=\"text-align: justify;\">展望后续,苹果创新大年的幕布正在拉开,坚定看多苹果软硬件创新周期。</p><p style=\"text-align: justify;\"><strong>Apple Intelligence现状如何?——端侧3B模型媲美主流7B模型,云端比肩GPT-3.5-Turbo。</strong></p><p style=\"text-align: justify;\">苹果AI落地由Apple Intelligence自有模型(端侧30亿参数大模型+私密云云端大模型)+ChatGPT 4o联合完成,算力足够情况下计算依赖于终端,更复杂的场景则使用私密云计算,ChatGPT调用顺序则相对靠后。苹果高级副总裁Craig Federighi在WWDC主题演讲后的活动中表示,后续苹果还将与OpenAI之外的其他第三方模型合作(如谷歌的Gemini模型)。我们认为,苹果将第三方模型作为备选方案,底气来自自有模型的能力已经相对优秀。根据苹果官网,从大模型的人类评估得分上看:1)端侧3B级模型和主流7B级模型(Mistral-7B、Gemma-7B)以及Phi-3-mini(3.8B)相比,苹果胜出+平手概率>65%。2)云端私密云大模型和DBRX-Instruct、GPT-3.5-Turbo、Mixtral-8x22B相比,苹果胜出+平手概率>70%。进一步的,考虑到苹果自有模型的调用优先级排在第三方模型之前,我们认为,为进一步抢占数据和流量的分发入口以尽量提升用户对Apple Intelligence本身的依存度,后续苹果的自有模型能力有必要持续强化。</p><p style=\"text-align: justify;\"><strong>后续苹果AI发展思路?——端侧提升算力+运行内存,增加模型参数量;云端加大算力布局。 </strong></p><p style=\"text-align: justify;\"><strong>1)端侧:算力+运行内存提升是主逻辑,带动SLP、散热、电池迭代。</strong>目前苹果端侧支撑30亿参数大模型(考虑到23年发布的高通骁龙8Gen3面向70亿参数大语言模型可实现每秒生成20个Token,我们预计今年安卓旗舰手机端侧模型参数量可能破百),后续在Scaling law驱使下参数量仍需要进一步提升,倒逼算力升级(我们预计有望从去年A17 Pro 的35TOPS提升至今年40TOPS以上,明年则有望达45-50TOPS)、运行内存升级(iPhone15系列6Gb起步,我们预计今年新机有望8Gb起步)以及SLP、散热(VC均热板)、充电功率、电池等配套环节升级。</p><p style=\"text-align: justify;\"><strong>2)云端:苹果后续有望加大服务器采购,加速自研推理芯片。</strong>据Trendforce援引Mac Rumors消息,富士康目前正在组装包含M2 Ultra(M2 Ultra采用苹果的UltraFusion定制封装技术,通过interposer将两枚M2 Max芯片连接起来,提供超过2.5TB/s的低延迟处理器间带宽,此前M2 Ultra仅用于高端Mac Studio和Mac Pro产品)的Apple AI服务器,并计划在2025年底组装由M4芯片驱动的Apple AI服务器(我们预计苹果自研芯片用于推理端,训练端仍将依托于英伟达)。据C114援引产业链消息,苹果2023/2024年分别采购约2000-3000/1.8万-2万台服务器。</p><p style=\"text-align: justify;\"><strong>从产品创新到需求落地,传导逻辑是怎样的?</strong></p><p style=\"text-align: justify;\"><strong>1)回顾上一轮换机周期:</strong>苹果上一轮换机发生在2020-2021年的5G换机。2020年10月13日,苹果推出其第一款5G手机iPhone12系列,2020年第四季度出货量上同比增速开始显著上行,而这一趋势持续到2021年三季度(据IDC,2020Q4-2021Q3出货同比增速分别为18.6%/50.5%/18.2%/22.7%)。全年维度下,2020年iPhone实现出货2.03亿台(同比1200万部增量),2021年iPhone出货2.36亿台(同比3300万部增量)。而后,iPhone再次进入存量周期,2022-2023年iPhone分别为2.25/2.31亿部。</p><p style=\"text-align: justify;\"><strong>2)聚焦本轮换机周期:</strong>我们认为苹果新一轮的换机将来自于AI驱动(受8G运行内存容量的门槛影响,现有手机中只有iPhone15 Pro和iPhone 15 Pro Max机型才能支持Apple Intelligence)。据statistics,截至2023年,全球存量活跃iPhone设备14.6亿台,即使抛开2023年出货的2.3亿台iPhone新机,活跃设备数也高达12.3亿台,因此由“AI体验+硬件排他”所带来的换机动力值得期待。<strong>值得注意的是,我们认为本轮AI所带来的换机趋势比5G升级带来的换机趋势将更强</strong>,因为苹果AI落地的差异化优势更强(具体来看,5G换机周期中,安卓苹果没有本质不同,都是实现更高的网络传输速率;AI换机周期中,苹果系统级AI优势显著,安卓端尚未打通跨应用数据调用,短期身位明显拉开),此外AI有望为用户带来更为优质的使用体验。因此,我们看好在庞大用户基础下的iPhone换机周期,我们认为iPhone有望在2025年迎来较强换机动能,预计2024/2025/2026年iPhone出货量或达2.25+/2.4+/2.5+亿部,步入出货上行通道。</p><p style=\"text-align: justify;\"><strong>风险因素:</strong></p><p style=\"text-align: justify;\">消费者换机意愿不及预期;终端硬件成本上升影响需求;国际产业环境变化和贸易摩擦加剧;AI商业化进度不及预期;硬件端算力升级进度不及预期;大模型迭代速度不及预期。 </p><p style=\"text-align: justify;\"><strong>投资策略:</strong></p><p style=\"text-align: justify;\">考虑到苹果部分AI功能落地仅限少数机型,叠加后续iPhone新品有望在算力、大模型落地、散热、光学等方向持续创新,我们认为iPhone有望迎来较强换机动能,步入出货上行通道。</p></body></html>","source":"zxzqyj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>如何看苹果AI后续升级方向?</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如何看苹果AI后续升级方向?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-23 06:58 北京时间 <a href=https://mp.weixin.qq.com/s/HlIvmiwMZfC3SvEr2Ypy5g?global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A29%7D><strong>中信证券研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>考虑到苹果部分AI功能落地仅限少数机型,叠加后续iPhone新品有望在算力、大模型落地、散热、光学等方向持续创新,我们认为iPhone有望迎来较强换机动能,步入出货上行通道。 中信证券发布研报称,在AI体验持续优化的基础上,苹果新一轮的换机将来自于AI驱动。中信证券研究团队看好在庞大用户基础下的iPhone换机周期,iPhone有望在2025年迎来较强换机动能,预计...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/HlIvmiwMZfC3SvEr2Ypy5g?global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A29%7D\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a50ebc3732cef8d6bf4f3374389a977a","relate_stocks":{"BK4527":"明星科技股","BK4501":"段永平概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4553":"喜马拉雅资本持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4532":"文艺复兴科技持仓","BK4534":"瑞士信贷持仓","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc 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INC","BK4554":"元宇宙及AR概念","LU0056508442.USD":"贝莱德世界科技基金A2"},"source_url":"https://mp.weixin.qq.com/s/HlIvmiwMZfC3SvEr2Ypy5g?global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A29%7D","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2445674715","content_text":"考虑到苹果部分AI功能落地仅限少数机型,叠加后续iPhone新品有望在算力、大模型落地、散热、光学等方向持续创新,我们认为iPhone有望迎来较强换机动能,步入出货上行通道。 中信证券发布研报称,在AI体验持续优化的基础上,苹果新一轮的换机将来自于AI驱动。中信证券研究团队看好在庞大用户基础下的iPhone换机周期,iPhone有望在2025年迎来较强换机动能,预计2024/2025/2026年iPhone出货量或达2.25+/ 2.4+/ 2.5+亿部,步入出货上行通道。展望后续,苹果创新大年的幕布正在拉开,坚定看多苹果软硬件创新周期。以下为研报摘要:我们认为,为进一步抢占数据和流量的分发入口以尽量提升用户对Apple Intelligence本身的依存度,后续苹果的自有模型能力有必要持续强化,具体表现为端侧提升算力+运行内存容量,增加模型参数量;云端则有望加大算力布局。在AI体验持续优化的基础上,我们认为苹果新一轮的换机将来自于AI驱动。我们看好在庞大用户基础下的iPhone换机周期,我们认为iPhone有望在2025年迎来较强换机动能,预计2024/2025/2026年iPhone出货量或达2.25+/ 2.4+/ 2.5+亿部,步入出货上行通道。展望后续,苹果创新大年的幕布正在拉开,坚定看多苹果软硬件创新周期。Apple Intelligence现状如何?——端侧3B模型媲美主流7B模型,云端比肩GPT-3.5-Turbo。苹果AI落地由Apple Intelligence自有模型(端侧30亿参数大模型+私密云云端大模型)+ChatGPT 4o联合完成,算力足够情况下计算依赖于终端,更复杂的场景则使用私密云计算,ChatGPT调用顺序则相对靠后。苹果高级副总裁Craig Federighi在WWDC主题演讲后的活动中表示,后续苹果还将与OpenAI之外的其他第三方模型合作(如谷歌的Gemini模型)。我们认为,苹果将第三方模型作为备选方案,底气来自自有模型的能力已经相对优秀。根据苹果官网,从大模型的人类评估得分上看:1)端侧3B级模型和主流7B级模型(Mistral-7B、Gemma-7B)以及Phi-3-mini(3.8B)相比,苹果胜出+平手概率>65%。2)云端私密云大模型和DBRX-Instruct、GPT-3.5-Turbo、Mixtral-8x22B相比,苹果胜出+平手概率>70%。进一步的,考虑到苹果自有模型的调用优先级排在第三方模型之前,我们认为,为进一步抢占数据和流量的分发入口以尽量提升用户对Apple Intelligence本身的依存度,后续苹果的自有模型能力有必要持续强化。后续苹果AI发展思路?——端侧提升算力+运行内存,增加模型参数量;云端加大算力布局。 1)端侧:算力+运行内存提升是主逻辑,带动SLP、散热、电池迭代。目前苹果端侧支撑30亿参数大模型(考虑到23年发布的高通骁龙8Gen3面向70亿参数大语言模型可实现每秒生成20个Token,我们预计今年安卓旗舰手机端侧模型参数量可能破百),后续在Scaling law驱使下参数量仍需要进一步提升,倒逼算力升级(我们预计有望从去年A17 Pro 的35TOPS提升至今年40TOPS以上,明年则有望达45-50TOPS)、运行内存升级(iPhone15系列6Gb起步,我们预计今年新机有望8Gb起步)以及SLP、散热(VC均热板)、充电功率、电池等配套环节升级。2)云端:苹果后续有望加大服务器采购,加速自研推理芯片。据Trendforce援引Mac Rumors消息,富士康目前正在组装包含M2 Ultra(M2 Ultra采用苹果的UltraFusion定制封装技术,通过interposer将两枚M2 Max芯片连接起来,提供超过2.5TB/s的低延迟处理器间带宽,此前M2 Ultra仅用于高端Mac Studio和Mac Pro产品)的Apple AI服务器,并计划在2025年底组装由M4芯片驱动的Apple AI服务器(我们预计苹果自研芯片用于推理端,训练端仍将依托于英伟达)。据C114援引产业链消息,苹果2023/2024年分别采购约2000-3000/1.8万-2万台服务器。从产品创新到需求落地,传导逻辑是怎样的?1)回顾上一轮换机周期:苹果上一轮换机发生在2020-2021年的5G换机。2020年10月13日,苹果推出其第一款5G手机iPhone12系列,2020年第四季度出货量上同比增速开始显著上行,而这一趋势持续到2021年三季度(据IDC,2020Q4-2021Q3出货同比增速分别为18.6%/50.5%/18.2%/22.7%)。全年维度下,2020年iPhone实现出货2.03亿台(同比1200万部增量),2021年iPhone出货2.36亿台(同比3300万部增量)。而后,iPhone再次进入存量周期,2022-2023年iPhone分别为2.25/2.31亿部。2)聚焦本轮换机周期:我们认为苹果新一轮的换机将来自于AI驱动(受8G运行内存容量的门槛影响,现有手机中只有iPhone15 Pro和iPhone 15 Pro Max机型才能支持Apple Intelligence)。据statistics,截至2023年,全球存量活跃iPhone设备14.6亿台,即使抛开2023年出货的2.3亿台iPhone新机,活跃设备数也高达12.3亿台,因此由“AI体验+硬件排他”所带来的换机动力值得期待。值得注意的是,我们认为本轮AI所带来的换机趋势比5G升级带来的换机趋势将更强,因为苹果AI落地的差异化优势更强(具体来看,5G换机周期中,安卓苹果没有本质不同,都是实现更高的网络传输速率;AI换机周期中,苹果系统级AI优势显著,安卓端尚未打通跨应用数据调用,短期身位明显拉开),此外AI有望为用户带来更为优质的使用体验。因此,我们看好在庞大用户基础下的iPhone换机周期,我们认为iPhone有望在2025年迎来较强换机动能,预计2024/2025/2026年iPhone出货量或达2.25+/2.4+/2.5+亿部,步入出货上行通道。风险因素:消费者换机意愿不及预期;终端硬件成本上升影响需求;国际产业环境变化和贸易摩擦加剧;AI商业化进度不及预期;硬件端算力升级进度不及预期;大模型迭代速度不及预期。 投资策略:考虑到苹果部分AI功能落地仅限少数机型,叠加后续iPhone新品有望在算力、大模型落地、散热、光学等方向持续创新,我们认为iPhone有望迎来较强换机动能,步入出货上行通道。","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":2212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319458128396512,"gmtCreate":1719022639639,"gmtModify":1719022641736,"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark大空头","avatar":"https://static.tigerbbs.com/8ea120142d3ed0cc47755dc7d0a37390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497856541848999","authorIdStr":"3497856541848999"},"themes":[],"htmlText":"卖车不赚钱,直接卖D1架构的特斯拉超算芯片Dojo","listText":"卖车不赚钱,直接卖D1架构的特斯拉超算芯片Dojo","text":"卖车不赚钱,直接卖D1架构的特斯拉超算芯片Dojo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319458128396512","repostId":"1199422668","repostType":2,"repost":{"id":"1199422668","kind":"news","pubTimestamp":1718984749,"share":"https://www.laohu8.com/m/news/1199422668?lang=&edition=full","pubTime":"2024-06-21 23:45","market":"us","language":"zh","title":"马斯克剧透新一代FSD硬件平台:4nm工艺,算力10倍提升","url":"https://stock-news.laohu8.com/highlight/detail?id=1199422668","media":"智能车参考","summary":"最直接的是开启智能汽车、自动驾驶的算力军备竞赛。","content":"<html><head></head><body><p>放核弹之前,马斯克搞了一次小小的“试爆”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/020a2fde49a85f0dff3a5b9018657b9f\" tg-width=\"465\" tg-height=\"469\"/></p><p style=\"text-align: justify;\">刚刚透露了特斯拉下一代车载计算平台的信息:</p><p style=\"text-align: justify;\">不叫HW5.0,直接改名叫AI5。</p><p style=\"text-align: justify;\">能耗提升5倍,算力提升10倍。</p><h2 id=\"id_1335176169\" style=\"text-align: start;\">为啥不叫HW5.0?有啥提升</h2><p style=\"text-align: justify;\">HW其实就是Hardware的缩写,字面上自动驾驶系统硬件的意思。</p><p style=\"text-align: justify;\">这应该是早期马斯克直接把内部工程项目的代号拿来当产品名称了。</p><p style=\"text-align: justify;\">创业阶段初出茅庐,这样搞挺好,凸显特斯拉技术宅、工程师基因。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57fad413e2211c6404de5eded6444e79\" tg-width=\"640\" tg-height=\"320\"/></p><p style=\"text-align: justify;\">但现在特斯拉家大业大,全球智能车行业都在模仿和试图超越,再这么随意,好像也不太合适。</p><p style=\"text-align: justify;\">于是马斯克宣布,我们改名啦,新一代自动驾驶硬件平台,名字就叫——<strong>AI5</strong>。</p><p style=\"text-align: justify;\">这属于是自动驾驶第一性原理命名法了。</p><p style=\"text-align: justify;\">老马透露的相关信息还有这些:</p><p style=\"text-align: justify;\">首先是算力比现款HW4.0提升10倍。</p><p style=\"text-align: justify;\">其次是功耗整体提高4-5倍。</p><p style=\"text-align: justify;\">2025年下半年推出。</p><p style=\"text-align: justify;\">有这么几个点值得留意。算力方面,马斯克特别提到整个平台的算力大概是HW4.0的10倍。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/563122a489b238642d6298c2300f5721\" tg-width=\"640\" tg-height=\"273\"/></p><p style=\"text-align: justify;\">其实特斯拉从未明确公布过HW4.0的具体数据,只是说是HW3.0的5倍(国内三方资料中的750TOPS数据无官方证实),所以根据已知信息和国外发烧友的实机拆解测试,大概可以推测出HW4.0的算力在300TOPS-500TOPS之间。</p><p style=\"text-align: justify;\">也就是单颗FSD芯片200多TOPS算力。</p><p style=\"text-align: justify;\">这样计算,AI5整个平台算力可能达到3000-5000TOPS。</p><p style=\"text-align: justify;\">这个数据是十分恐怖的。</p><p style=\"text-align: justify;\">目前国内的TOP玩家,比如华为、小鹏等等,支撑无图、轻图城市NOA功能的算力平台,不过就在400-500TOPS左右。</p><p style=\"text-align: justify;\">“芯皇”英伟达Thor,顶配才2000多TOPS,而且业内已经有很多意见认为量产车并不需要如此过剩的算力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e914a3d189b461f3f0ad986450913a4\" tg-width=\"640\" tg-height=\"361\"/></p><p style=\"text-align: justify;\">马斯克到底是在“放卫星”提振外界对特斯拉的信心,还是真的对自动驾驶技术范式做出了革命性变革,是个很大的悬念和看点。</p><p style=\"text-align: justify;\">第二个值得留意的是能耗方面。马斯克提到五代硬件平台,整体能耗比HW4.0提升4-5倍,相比于10倍的性能提升,其实证明特斯拉自动驾驶软硬结合能力更进一步,能耗控制更合理了。</p><p style=\"text-align: justify;\">还要补充一点,车载计算芯片和手机计算芯片的不同之一,就是可以无后顾之忧的打“富裕仗”,不必过于把能耗、尺寸作为衡量优劣的指标。车载计算平台的散热条件,天然也比PC、手机优良得多。</p><p style=\"text-align: justify;\">毕竟电动车的电池容量远大于手机,而且就算芯片能耗再高,相比于电机、空调等等,也只能算零头。</p><p style=\"text-align: justify;\">还有一点容易被忽略,马斯克说AI5是“特斯拉最新一代计算平台”,但是严谨地说,特斯拉的业务就仅仅只有汽车吗?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3baf3c68884e951010b9af938eca0e12\" tg-width=\"640\" tg-height=\"422\"/></p><p style=\"text-align: justify;\">所以这也是大部分网友推测的依据:AI5很可能并不是专门为FSD准备,如此高的算力,匹配的可能是今年8月即将发布的特斯拉Robotaxi、人形机器人Optimus,以及未来支持L4、L5的特斯拉车型。</p><p style=\"text-align: justify;\">也许那个时候的特斯拉产品,真的会取消驾驶舱。</p><p style=\"text-align: justify;\">不过也有用户提了一个很尖锐的问题:</p><p style=\"text-align: justify;\">之前HW3.0面世时,马斯克就拍胸脯保证可以实现无监督的FSD功能,但显然是鸽了。直到今天的HW4.0仍然不行。</p><p style=\"text-align: justify;\">AI5就一定可以吗?</p><h2 id=\"id_4270955727\" style=\"text-align: start;\">AI5会带来什么样的改变?</h2><p style=\"text-align: justify;\">现在已知的信息并不多,只有一点是较为确定的,AI5由三星代工,4nm工艺。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b096f8ae693705251f9891e17079a70a\" tg-width=\"640\" tg-height=\"361\"/></p><p style=\"text-align: justify;\">最早特斯拉曾表示过100%给台积电代工,不过后来马斯克和三星高层见了一面后,又改了最初的决定。</p><p style=\"text-align: justify;\">据说是三星给马斯克开了一个“没法拒绝”的优惠价格,而且先进制程的良品率提升到70%多,和台积电相差不多了。</p><p style=\"text-align: justify;\">所以可以基本肯定,AI5仍然会采用基于Exynos-IP的内核。Exynos-IP是三星基于ARM构架设计的自有IP,谷歌的手机也用过。</p><p style=\"text-align: justify;\">2019年三星因为和高通合作,就停止了相关工作,不过Exynos-IP设计非常超前,基本上近似于目前ARM Cortex X系列的旗舰X3的设计,所以2020年之后才开始设计的HW4.0,经国外特斯拉爆料大神Greentheonly拆解发现,仍然采用了Exynos-IP。</p><p style=\"text-align: justify;\">AI5很可能延续这个路线。</p><p style=\"text-align: justify;\">当然,今时不同往日,自动驾驶算法的技术范式已经发生了深刻变革,从最初的CNN为为主的模块化网络结构,转变为以Transformer为主的端到端一体化网络。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/004d3de6fcf7516e6d738a3653a91d12\" tg-width=\"640\" tg-height=\"370\"/></p><p style=\"text-align: justify;\">外界通常更加关心自动驾驶芯片的NPU算力,这本身没错,大模型时代,当然需要更强的AI计算能力。</p><p style=\"text-align: justify;\">但对于自动驾驶任务来说,光NPU变强还不够,AI处理器的速度再快,算力再高,如果90%的时间都是在等内存搬运数据,那也是白搭。</p><p style=\"text-align: justify;\">CNN时代外置CPU足以配合好AI处理器,但到了Transformer,CPU反而成了瓶颈,内置成了最佳选择。</p><p style=\"text-align: justify;\">实际上,HW4.0就是添加了一个CPU以应对Transformer,刚好和特斯拉超算芯片Dojo的D1架构原理相同。</p><p style=\"text-align: justify;\">这也就解释了马斯克在剧透AI5的同时,还特意强调了<strong>HW4.0不是直接退役,而是拿去构建训练集群</strong>(和英伟达A100同时服役)。</p><p style=\"text-align: justify;\">所以特斯拉对于下一代计算平台AI5的安排和带来的影响,大概也能推测一二了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4deaa7fac10cfaa2efe12408e313ef53\" tg-width=\"640\" tg-height=\"396\"/></p><p style=\"text-align: justify;\">AI5的超大算力,极大可能不是单一芯片或双芯片实现,而是多个下一代4nm FSD芯片组合的结果。</p><p style=\"text-align: justify;\">如果真是单颗/双颗芯片数千TOPS算力,成本就会到几乎无法量产,不是汽车工业也不是科技行业的玩法。</p><p style=\"text-align: justify;\">这也就说明,AI5很有可能是一个平台方案,根据任务、场景、产品成本要求不同,“丰俭由马斯克”。</p><p style=\"text-align: justify;\">最复杂的人形机器人,可能会用到数千TOPS算力,Robotaxi可能就会低一点。相应的,特斯拉量产车可能会更低。</p><p style=\"text-align: justify;\">至于完全无监督的FSD在车端到底需要多大算力支持,可能马斯克自己现在也不清楚,仍在摸索中。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f62ac69f9f879287b43d4f18138be05\" tg-width=\"640\" tg-height=\"360\"/></p><p style=\"text-align: justify;\">“端到端”最合理最高效的模式,到底是全部AI模型化,做成一个大黑盒,还是有条件的、逐步一体化,业内也没有定论。</p><p style=\"text-align: justify;\">AI5最终体现在特斯拉量产车的算力有多大,不好判断,但肯定大于现在的四五百TOPS。</p><p style=\"text-align: justify;\">所以AI5带来的冲击和影响,最直接的是<strong>开启智能汽车、自动驾驶的算力军备竞赛</strong>。</p><p style=\"text-align: justify;\">全行业玩家在这样的竞赛过程中,逐渐就会明确端到端自动驾驶的实现基本前提和门槛。</p><p style=\"text-align: justify;\">L4也是同样,AI5在特斯拉的Robotaxi上的探索和试错,作用也相当于量产车,那就是给Robotaxi的落地打造出一个样板:多大算力、什么样的方案配置、多少成本。</p><p style=\"text-align: justify;\">更重要的,是特斯拉身体力行为所有“AGI”玩家打样:需要什么样的技术体系,底层通用平台如何打造,云端终端的架构分别怎么选择…</p></body></html>","source":"lsy1611665793971","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>马斯克剧透新一代FSD硬件平台:4nm工艺,算力10倍提升</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马斯克剧透新一代FSD硬件平台:4nm工艺,算力10倍提升\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-21 23:45 北京时间 <a href=https://mp.weixin.qq.com/s?__biz=MzkzOTE3Nzc5MA==&mid=2247529854&idx=2&sn=af93f8c9610ea372f0fcc9c8f5bff704&chksm=c3e673a7c2c455addcca87fa5650bd3081268ea70535a6e709fac78549d6330ffef9e4b54b11&scene=0&xtrack=1#rd><strong>智能车参考</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>放核弹之前,马斯克搞了一次小小的“试爆”。刚刚透露了特斯拉下一代车载计算平台的信息:不叫HW5.0,直接改名叫AI5。能耗提升5倍,算力提升10倍。为啥不叫HW5.0?有啥提升HW其实就是Hardware的缩写,字面上自动驾驶系统硬件的意思。这应该是早期马斯克直接把内部工程项目的代号拿来当产品名称了。创业阶段初出茅庐,这样搞挺好,凸显特斯拉技术宅、工程师基因。但现在特斯拉家大业大,全球智能车行业都...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzkzOTE3Nzc5MA==&mid=2247529854&idx=2&sn=af93f8c9610ea372f0fcc9c8f5bff704&chksm=c3e673a7c2c455addcca87fa5650bd3081268ea70535a6e709fac78549d6330ffef9e4b54b11&scene=0&xtrack=1#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/75856ca600aa7110c9cdf0d842b9cef3","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzkzOTE3Nzc5MA==&mid=2247529854&idx=2&sn=af93f8c9610ea372f0fcc9c8f5bff704&chksm=c3e673a7c2c455addcca87fa5650bd3081268ea70535a6e709fac78549d6330ffef9e4b54b11&scene=0&xtrack=1#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199422668","content_text":"放核弹之前,马斯克搞了一次小小的“试爆”。刚刚透露了特斯拉下一代车载计算平台的信息:不叫HW5.0,直接改名叫AI5。能耗提升5倍,算力提升10倍。为啥不叫HW5.0?有啥提升HW其实就是Hardware的缩写,字面上自动驾驶系统硬件的意思。这应该是早期马斯克直接把内部工程项目的代号拿来当产品名称了。创业阶段初出茅庐,这样搞挺好,凸显特斯拉技术宅、工程师基因。但现在特斯拉家大业大,全球智能车行业都在模仿和试图超越,再这么随意,好像也不太合适。于是马斯克宣布,我们改名啦,新一代自动驾驶硬件平台,名字就叫——AI5。这属于是自动驾驶第一性原理命名法了。老马透露的相关信息还有这些:首先是算力比现款HW4.0提升10倍。其次是功耗整体提高4-5倍。2025年下半年推出。有这么几个点值得留意。算力方面,马斯克特别提到整个平台的算力大概是HW4.0的10倍。其实特斯拉从未明确公布过HW4.0的具体数据,只是说是HW3.0的5倍(国内三方资料中的750TOPS数据无官方证实),所以根据已知信息和国外发烧友的实机拆解测试,大概可以推测出HW4.0的算力在300TOPS-500TOPS之间。也就是单颗FSD芯片200多TOPS算力。这样计算,AI5整个平台算力可能达到3000-5000TOPS。这个数据是十分恐怖的。目前国内的TOP玩家,比如华为、小鹏等等,支撑无图、轻图城市NOA功能的算力平台,不过就在400-500TOPS左右。“芯皇”英伟达Thor,顶配才2000多TOPS,而且业内已经有很多意见认为量产车并不需要如此过剩的算力。马斯克到底是在“放卫星”提振外界对特斯拉的信心,还是真的对自动驾驶技术范式做出了革命性变革,是个很大的悬念和看点。第二个值得留意的是能耗方面。马斯克提到五代硬件平台,整体能耗比HW4.0提升4-5倍,相比于10倍的性能提升,其实证明特斯拉自动驾驶软硬结合能力更进一步,能耗控制更合理了。还要补充一点,车载计算芯片和手机计算芯片的不同之一,就是可以无后顾之忧的打“富裕仗”,不必过于把能耗、尺寸作为衡量优劣的指标。车载计算平台的散热条件,天然也比PC、手机优良得多。毕竟电动车的电池容量远大于手机,而且就算芯片能耗再高,相比于电机、空调等等,也只能算零头。还有一点容易被忽略,马斯克说AI5是“特斯拉最新一代计算平台”,但是严谨地说,特斯拉的业务就仅仅只有汽车吗?所以这也是大部分网友推测的依据:AI5很可能并不是专门为FSD准备,如此高的算力,匹配的可能是今年8月即将发布的特斯拉Robotaxi、人形机器人Optimus,以及未来支持L4、L5的特斯拉车型。也许那个时候的特斯拉产品,真的会取消驾驶舱。不过也有用户提了一个很尖锐的问题:之前HW3.0面世时,马斯克就拍胸脯保证可以实现无监督的FSD功能,但显然是鸽了。直到今天的HW4.0仍然不行。AI5就一定可以吗?AI5会带来什么样的改变?现在已知的信息并不多,只有一点是较为确定的,AI5由三星代工,4nm工艺。最早特斯拉曾表示过100%给台积电代工,不过后来马斯克和三星高层见了一面后,又改了最初的决定。据说是三星给马斯克开了一个“没法拒绝”的优惠价格,而且先进制程的良品率提升到70%多,和台积电相差不多了。所以可以基本肯定,AI5仍然会采用基于Exynos-IP的内核。Exynos-IP是三星基于ARM构架设计的自有IP,谷歌的手机也用过。2019年三星因为和高通合作,就停止了相关工作,不过Exynos-IP设计非常超前,基本上近似于目前ARM Cortex X系列的旗舰X3的设计,所以2020年之后才开始设计的HW4.0,经国外特斯拉爆料大神Greentheonly拆解发现,仍然采用了Exynos-IP。AI5很可能延续这个路线。当然,今时不同往日,自动驾驶算法的技术范式已经发生了深刻变革,从最初的CNN为为主的模块化网络结构,转变为以Transformer为主的端到端一体化网络。外界通常更加关心自动驾驶芯片的NPU算力,这本身没错,大模型时代,当然需要更强的AI计算能力。但对于自动驾驶任务来说,光NPU变强还不够,AI处理器的速度再快,算力再高,如果90%的时间都是在等内存搬运数据,那也是白搭。CNN时代外置CPU足以配合好AI处理器,但到了Transformer,CPU反而成了瓶颈,内置成了最佳选择。实际上,HW4.0就是添加了一个CPU以应对Transformer,刚好和特斯拉超算芯片Dojo的D1架构原理相同。这也就解释了马斯克在剧透AI5的同时,还特意强调了HW4.0不是直接退役,而是拿去构建训练集群(和英伟达A100同时服役)。所以特斯拉对于下一代计算平台AI5的安排和带来的影响,大概也能推测一二了。AI5的超大算力,极大可能不是单一芯片或双芯片实现,而是多个下一代4nm FSD芯片组合的结果。如果真是单颗/双颗芯片数千TOPS算力,成本就会到几乎无法量产,不是汽车工业也不是科技行业的玩法。这也就说明,AI5很有可能是一个平台方案,根据任务、场景、产品成本要求不同,“丰俭由马斯克”。最复杂的人形机器人,可能会用到数千TOPS算力,Robotaxi可能就会低一点。相应的,特斯拉量产车可能会更低。至于完全无监督的FSD在车端到底需要多大算力支持,可能马斯克自己现在也不清楚,仍在摸索中。“端到端”最合理最高效的模式,到底是全部AI模型化,做成一个大黑盒,还是有条件的、逐步一体化,业内也没有定论。AI5最终体现在特斯拉量产车的算力有多大,不好判断,但肯定大于现在的四五百TOPS。所以AI5带来的冲击和影响,最直接的是开启智能汽车、自动驾驶的算力军备竞赛。全行业玩家在这样的竞赛过程中,逐渐就会明确端到端自动驾驶的实现基本前提和门槛。L4也是同样,AI5在特斯拉的Robotaxi上的探索和试错,作用也相当于量产车,那就是给Robotaxi的落地打造出一个样板:多大算力、什么样的方案配置、多少成本。更重要的,是特斯拉身体力行为所有“AGI”玩家打样:需要什么样的技术体系,底层通用平台如何打造,云端终端的架构分别怎么选择…","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319286939557944,"gmtCreate":1718980936320,"gmtModify":1718980938393,"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark大空头","avatar":"https://static.tigerbbs.com/8ea120142d3ed0cc47755dc7d0a37390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497856541848999","authorIdStr":"3497856541848999"},"themes":[],"htmlText":"大资金开始组团跑了。","listText":"大资金开始组团跑了。","text":"大资金开始组团跑了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319286939557944","repostId":"1106310412","repostType":2,"repost":{"id":"1106310412","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":1718980362,"share":"https://www.laohu8.com/m/news/1106310412?lang=&edition=full","pubTime":"2024-06-21 22:32","market":"us","language":"zh","title":"英伟达跌逾4%,两天内已“蒸发”超3000亿美元市值","url":"https://stock-news.laohu8.com/highlight/detail?id=1106310412","media":"老虎资讯综合","summary":"英伟达此前短暂超过微软和苹果成为全球市值最大公司。","content":"<html><head></head><body><p>周五,英伟达继续走低,截至发稿跌幅超4%。周四盘中,英伟达总市值最高时达3.45万亿美元,现盘中市值约为3.09万亿美元。短短两日之内,其市值蒸发超过3000亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eca6c1cbd4f20c1cd9f69e720284aa94\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>据SEC披露,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>CEO黄仁勋于6月20日出售12万股普通股股份,总市值约1630.49万美元。此前,黄仁勋分别在6月13-14日卖出24万股英伟达股票,总价值约3118.48万美元;6月17-18日卖出24万股英伟达股票,总价值约3189.49万美元。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达跌逾4%,两天内已“蒸发”超3000亿美元市值</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英伟达跌逾4%,两天内已“蒸发”超3000亿美元市值\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\">2024-06-21 22:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周五,英伟达继续走低,截至发稿跌幅超4%。周四盘中,英伟达总市值最高时达3.45万亿美元,现盘中市值约为3.09万亿美元。短短两日之内,其市值蒸发超过3000亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eca6c1cbd4f20c1cd9f69e720284aa94\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>据SEC披露,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>CEO黄仁勋于6月20日出售12万股普通股股份,总市值约1630.49万美元。此前,黄仁勋分别在6月13-14日卖出24万股英伟达股票,总价值约3118.48万美元;6月17-18日卖出24万股英伟达股票,总价值约3189.49万美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e825d7e38989158fe9ce9bafb289129d","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106310412","content_text":"周五,英伟达继续走低,截至发稿跌幅超4%。周四盘中,英伟达总市值最高时达3.45万亿美元,现盘中市值约为3.09万亿美元。短短两日之内,其市值蒸发超过3000亿美元。据SEC披露,英伟达CEO黄仁勋于6月20日出售12万股普通股股份,总市值约1630.49万美元。此前,黄仁勋分别在6月13-14日卖出24万股英伟达股票,总价值约3118.48万美元;6月17-18日卖出24万股英伟达股票,总价值约3189.49万美元。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319220936237320,"gmtCreate":1718964746636,"gmtModify":1718964913883,"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark大空头","avatar":"https://static.tigerbbs.com/8ea120142d3ed0cc47755dc7d0a37390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497856541848999","authorIdStr":"3497856541848999"},"themes":[],"htmlText":"收费没有人用了","listText":"收费没有人用了","text":"收费没有人用了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/319220936237320","repostId":"2445264734","repostType":2,"repost":{"id":"2445264734","kind":"live","pubTimestamp":1718964195,"share":"https://www.laohu8.com/m/news/2445264734?lang=&edition=full","pubTime":"2024-06-21 18:03","market":"us","language":"zh","title":"消息称亚马逊8月升级Alexa:整合AI,高阶版每月最低5美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2445264734","media":"新浪科技","summary":"亚马逊内部正在推动尽快在8月份前推出新版Alexa。","content":"<html><head></head><body><p> 多位知情人士称,亚马逊正计划对其亏损了10年的Alexa服务进行重大改革,包括引入生成式AI,并考虑对高阶版本每月收取约5美元的费用。</p><p style=\"text-align: start;\"> 该项目在亚马逊内部被称为“Banyan”(枝繁叶茂的榕树),这将是自2014年推出该语音助手以来,亚马逊首次对其进行重大改革。知情人士称,亚马逊将这款新的语音助手命名为“Remarkable Alexa”(非凡的Alexa)。</p><p style=\"text-align: start;\"> 该消息的来源包括八名曾在Alexa工作的现任和前任员工。其中三名知情人士表示,亚马逊为员工制定的最后期限是8月份,要求他们准备最新版本的Alexa,并指出CEO安迪·贾西(Andy Jassy)个人也希望看到Alexa重振旗鼓。在4月份的股东信中,贾西层承诺将打造一个“更聪明、更有能力的Alexa”,但没有提供更多细节。</p><p style=\"text-align: start;\"> 知情人士同时指出,亚马逊对Alexa的这些计划,包括定价和发布日期,可能会根据Banyan项目的进展而改变或取消。</p><p style=\"text-align: start;\"> 亚马逊的一位女发言人在一份声明中称:“我们已经将生成式AI集成到Alexa的不同组件中,并正在努力规模化地部署,从而为用户提供更主动、更个性化和更可信的帮助。”目前,在世界各地家庭中已经有超过5亿台支持Alexa的设备。</p><p style=\"text-align: start;\"> 对亚马逊而言,在生成式AI领域跟上竞争对手至关重要,因为谷歌、微软和OpenAI等已经凭借其AI聊天机器人获得了更多的关注。此外,苹果(210.05, 0.37, 0.18%)公司也在推进自己的AI战略,包括为其Siri语音助手引入生成式AI技术。</p><p style=\"text-align: start;\"> 一些参与该项目的亚马逊员工表示,Banyan项目代表着重振这项从未盈利的服务(Alexa)的“绝望尝试”。在过去18个月里,随着生正式AI产品的崛起,Banyan被发现有些措手不及。这些员工称,高管告诉他们,对于Alexa服务,今年是关键的一年,也是必须要赢的一年。</p><p style=\"text-align: start;\"> 知情人士称,通过嵌入AI,亚马逊预计Alexa用户将向其征求购物建议,比如登山旅行应该购买哪种手套和帽子,类似于亚马逊今年早些时候在其名为Rufus的网站上推出的一项基于文本的服务。</p><p style=\"text-align: start;\"> 一些知情人士还表示,除了免费版本,亚马逊还将推出一款更强大的付费版Alexa。后者使用更强大的AI软件来执行更复杂的查询和提示,但用户每月至少要支付5美元的费用。另外,亚马逊也考虑过每月大约10美元的价格。</p></body></html>","source":"sina_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>消息称亚马逊8月升级Alexa:整合AI,高阶版每月最低5美元</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消息称亚马逊8月升级Alexa:整合AI,高阶版每月最低5美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-21 18:03 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2024-06-21/doc-inazpcry1110603.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>多位知情人士称,亚马逊正计划对其亏损了10年的Alexa服务进行重大改革,包括引入生成式AI,并考虑对高阶版本每月收取约5美元的费用。 该项目在亚马逊内部被称为“Banyan”(枝繁叶茂的榕树),这将是自2014年推出该语音助手以来,亚马逊首次对其进行重大改革。知情人士称,亚马逊将这款新的语音助手命名为“Remarkable Alexa”(非凡的Alexa)。 该消息的来源包括八名曾在...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-06-21/doc-inazpcry1110603.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/857678d4f9b18a51e653a5b133b57e06","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-06-21/doc-inazpcry1110603.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2445264734","content_text":"多位知情人士称,亚马逊正计划对其亏损了10年的Alexa服务进行重大改革,包括引入生成式AI,并考虑对高阶版本每月收取约5美元的费用。 该项目在亚马逊内部被称为“Banyan”(枝繁叶茂的榕树),这将是自2014年推出该语音助手以来,亚马逊首次对其进行重大改革。知情人士称,亚马逊将这款新的语音助手命名为“Remarkable Alexa”(非凡的Alexa)。 该消息的来源包括八名曾在Alexa工作的现任和前任员工。其中三名知情人士表示,亚马逊为员工制定的最后期限是8月份,要求他们准备最新版本的Alexa,并指出CEO安迪·贾西(Andy Jassy)个人也希望看到Alexa重振旗鼓。在4月份的股东信中,贾西层承诺将打造一个“更聪明、更有能力的Alexa”,但没有提供更多细节。 知情人士同时指出,亚马逊对Alexa的这些计划,包括定价和发布日期,可能会根据Banyan项目的进展而改变或取消。 亚马逊的一位女发言人在一份声明中称:“我们已经将生成式AI集成到Alexa的不同组件中,并正在努力规模化地部署,从而为用户提供更主动、更个性化和更可信的帮助。”目前,在世界各地家庭中已经有超过5亿台支持Alexa的设备。 对亚马逊而言,在生成式AI领域跟上竞争对手至关重要,因为谷歌、微软和OpenAI等已经凭借其AI聊天机器人获得了更多的关注。此外,苹果(210.05, 0.37, 0.18%)公司也在推进自己的AI战略,包括为其Siri语音助手引入生成式AI技术。 一些参与该项目的亚马逊员工表示,Banyan项目代表着重振这项从未盈利的服务(Alexa)的“绝望尝试”。在过去18个月里,随着生正式AI产品的崛起,Banyan被发现有些措手不及。这些员工称,高管告诉他们,对于Alexa服务,今年是关键的一年,也是必须要赢的一年。 知情人士称,通过嵌入AI,亚马逊预计Alexa用户将向其征求购物建议,比如登山旅行应该购买哪种手套和帽子,类似于亚马逊今年早些时候在其名为Rufus的网站上推出的一项基于文本的服务。 一些知情人士还表示,除了免费版本,亚马逊还将推出一款更强大的付费版Alexa。后者使用更强大的AI软件来执行更复杂的查询和提示,但用户每月至少要支付5美元的费用。另外,亚马逊也考虑过每月大约10美元的价格。","news_type":1,"symbols_score_info":{"AMZN":1}},"isVote":1,"tweetType":1,"viewCount":2783,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553522987629192","authorId":"3553522987629192","name":"王林牛肉面","avatar":"https://static.tigerbbs.com/505a98e061d773d46e713b2eaf0fe6f4","crmLevel":1,"crmLevelSwitch":1,"idStr":"3553522987629192","authorIdStr":"3553522987629192"},"content":"收费是必然的,欧美国家有付费的习惯。内地喜欢白嫖。","text":"收费是必然的,欧美国家有付费的习惯。内地喜欢白嫖。","html":"收费是必然的,欧美国家有付费的习惯。内地喜欢白嫖。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319228191015160,"gmtCreate":1718962294149,"gmtModify":1718962295584,"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark大空头","avatar":"https://static.tigerbbs.com/8ea120142d3ed0cc47755dc7d0a37390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497856541848999","authorIdStr":"3497856541848999"},"themes":[],"htmlText":"我也赞成这样的说法。可能大资金都进来了,炒作一过,跌个30%-70%也是有可能。","listText":"我也赞成这样的说法。可能大资金都进来了,炒作一过,跌个30%-70%也是有可能。","text":"我也赞成这样的说法。可能大资金都进来了,炒作一过,跌个30%-70%也是有可能。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319228191015160","repostId":"1176507438","repostType":2,"repost":{"id":"1176507438","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":1718957387,"share":"https://www.laohu8.com/m/news/1176507438?lang=&edition=full","pubTime":"2024-06-21 16:09","market":"us","language":"zh","title":"资深科技投资者减持英伟达:风险比微软、谷歌更大","url":"https://stock-news.laohu8.com/highlight/detail?id=1176507438","media":"老虎资讯综合","summary":"在英伟达系统上花费数十亿美元的生成式人工智能公司的投资资本回报率很低。","content":"<html><head></head><body><p>Seligman Investments基金经理Paul Wick最近几周一直在减持英伟达的股票,此前他对这家股市明星的盈利增长前景提出了质疑。“过去一至两周,我们的热情有所降温,”Wick表示,但并未详细说明减持了多少。</p><p>Wick在科技行业进行投资已有大约30年,他将英伟达和思科系统在互联网泡沫时期的繁荣相提并论。他说,过高的估值和缺乏经常性收入“使他们的业务本身就存在风险”。<strong>英伟达60%到70%的收入来自其10大客户,这使得英伟达“本质上比微软或谷歌风险大得多,而后两者的客户集中度非常低,拥有成千上万的客户”。</strong></p><p>他还表示,在英伟达系统上花费数十亿美元的生成式人工智能公司的投资资本回报率很低。“英伟达的许多大客户都在积极设计自己的处理器”,包括谷歌、微软和Meta。</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>资深科技投资者减持英伟达:风险比微软、谷歌更大</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; 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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资深科技投资者减持英伟达:风险比微软、谷歌更大\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\">2024-06-21 16:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Seligman Investments基金经理Paul Wick最近几周一直在减持英伟达的股票,此前他对这家股市明星的盈利增长前景提出了质疑。“过去一至两周,我们的热情有所降温,”Wick表示,但并未详细说明减持了多少。</p><p>Wick在科技行业进行投资已有大约30年,他将英伟达和思科系统在互联网泡沫时期的繁荣相提并论。他说,过高的估值和缺乏经常性收入“使他们的业务本身就存在风险”。<strong>英伟达60%到70%的收入来自其10大客户,这使得英伟达“本质上比微软或谷歌风险大得多,而后两者的客户集中度非常低,拥有成千上万的客户”。</strong></p><p>他还表示,在英伟达系统上花费数十亿美元的生成式人工智能公司的投资资本回报率很低。“英伟达的许多大客户都在积极设计自己的处理器”,包括谷歌、微软和Meta。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e825d7e38989158fe9ce9bafb289129d","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176507438","content_text":"Seligman Investments基金经理Paul Wick最近几周一直在减持英伟达的股票,此前他对这家股市明星的盈利增长前景提出了质疑。“过去一至两周,我们的热情有所降温,”Wick表示,但并未详细说明减持了多少。Wick在科技行业进行投资已有大约30年,他将英伟达和思科系统在互联网泡沫时期的繁荣相提并论。他说,过高的估值和缺乏经常性收入“使他们的业务本身就存在风险”。英伟达60%到70%的收入来自其10大客户,这使得英伟达“本质上比微软或谷歌风险大得多,而后两者的客户集中度非常低,拥有成千上万的客户”。他还表示,在英伟达系统上花费数十亿美元的生成式人工智能公司的投资资本回报率很低。“英伟达的许多大客户都在积极设计自己的处理器”,包括谷歌、微软和Meta。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319227127599152,"gmtCreate":1718962264500,"gmtModify":1718962266388,"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark大空头","avatar":"https://static.tigerbbs.com/8ea120142d3ed0cc47755dc7d0a37390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497856541848999","authorIdStr":"3497856541848999"},"themes":[],"htmlText":"我也赞成这样的说法。可能大资金都进来了,炒作一过,跌个30%-70%也是有可能。","listText":"我也赞成这样的说法。可能大资金都进来了,炒作一过,跌个30%-70%也是有可能。","text":"我也赞成这样的说法。可能大资金都进来了,炒作一过,跌个30%-70%也是有可能。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319227127599152","repostId":"1176507438","repostType":2,"repost":{"id":"1176507438","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":1718957387,"share":"https://www.laohu8.com/m/news/1176507438?lang=&edition=full","pubTime":"2024-06-21 16:09","market":"us","language":"zh","title":"资深科技投资者减持英伟达:风险比微软、谷歌更大","url":"https://stock-news.laohu8.com/highlight/detail?id=1176507438","media":"老虎资讯综合","summary":"在英伟达系统上花费数十亿美元的生成式人工智能公司的投资资本回报率很低。","content":"<html><head></head><body><p>Seligman Investments基金经理Paul Wick最近几周一直在减持英伟达的股票,此前他对这家股市明星的盈利增长前景提出了质疑。“过去一至两周,我们的热情有所降温,”Wick表示,但并未详细说明减持了多少。</p><p>Wick在科技行业进行投资已有大约30年,他将英伟达和思科系统在互联网泡沫时期的繁荣相提并论。他说,过高的估值和缺乏经常性收入“使他们的业务本身就存在风险”。<strong>英伟达60%到70%的收入来自其10大客户,这使得英伟达“本质上比微软或谷歌风险大得多,而后两者的客户集中度非常低,拥有成千上万的客户”。</strong></p><p>他还表示,在英伟达系统上花费数十亿美元的生成式人工智能公司的投资资本回报率很低。“英伟达的许多大客户都在积极设计自己的处理器”,包括谷歌、微软和Meta。</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>资深科技投资者减持英伟达:风险比微软、谷歌更大</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; 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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资深科技投资者减持英伟达:风险比微软、谷歌更大\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\">2024-06-21 16:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Seligman Investments基金经理Paul Wick最近几周一直在减持英伟达的股票,此前他对这家股市明星的盈利增长前景提出了质疑。“过去一至两周,我们的热情有所降温,”Wick表示,但并未详细说明减持了多少。</p><p>Wick在科技行业进行投资已有大约30年,他将英伟达和思科系统在互联网泡沫时期的繁荣相提并论。他说,过高的估值和缺乏经常性收入“使他们的业务本身就存在风险”。<strong>英伟达60%到70%的收入来自其10大客户,这使得英伟达“本质上比微软或谷歌风险大得多,而后两者的客户集中度非常低,拥有成千上万的客户”。</strong></p><p>他还表示,在英伟达系统上花费数十亿美元的生成式人工智能公司的投资资本回报率很低。“英伟达的许多大客户都在积极设计自己的处理器”,包括谷歌、微软和Meta。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e825d7e38989158fe9ce9bafb289129d","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176507438","content_text":"Seligman Investments基金经理Paul Wick最近几周一直在减持英伟达的股票,此前他对这家股市明星的盈利增长前景提出了质疑。“过去一至两周,我们的热情有所降温,”Wick表示,但并未详细说明减持了多少。Wick在科技行业进行投资已有大约30年,他将英伟达和思科系统在互联网泡沫时期的繁荣相提并论。他说,过高的估值和缺乏经常性收入“使他们的业务本身就存在风险”。英伟达60%到70%的收入来自其10大客户,这使得英伟达“本质上比微软或谷歌风险大得多,而后两者的客户集中度非常低,拥有成千上万的客户”。他还表示,在英伟达系统上花费数十亿美元的生成式人工智能公司的投资资本回报率很低。“英伟达的许多大客户都在积极设计自己的处理器”,包括谷歌、微软和Meta。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317828790968536,"gmtCreate":1718633462709,"gmtModify":1718633465306,"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark大空头","avatar":"https://static.tigerbbs.com/8ea120142d3ed0cc47755dc7d0a37390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497856541848999","authorIdStr":"3497856541848999"},"themes":[],"htmlText":"靠擎天柱机器人,一年获得一万亿美元利润,算50%的利润吧,10万美元一个最多,要卖2000万个,做梦吧。","listText":"靠擎天柱机器人,一年获得一万亿美元利润,算50%的利润吧,10万美元一个最多,要卖2000万个,做梦吧。","text":"靠擎天柱机器人,一年获得一万亿美元利润,算50%的利润吧,10万美元一个最多,要卖2000万个,做梦吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/317828790968536","repostId":"1173938498","repostType":2,"repost":{"id":"1173938498","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":1718636273,"share":"https://www.laohu8.com/m/news/1173938498?lang=&edition=full","pubTime":"2024-06-17 22:57","market":"us","language":"zh","title":"特斯拉涨逾4%,马斯克称Optimus业务估值有望达20万至25万亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1173938498","media":"老虎资讯综合","summary":"马斯克认为特斯拉可以成为一家市值30万亿美元的公司。","content":"<html><head></head><body><p>周一,特斯拉“逆市走高”,截至发稿涨幅超4%!消息面上,马斯克上周四在公司年度股东大会上称,当我们达到大规模生产时,特斯拉每年基本上可以从Optimus中获得大约1万亿美元的利润。如果市盈率是20到25倍左右,这意味着Optimus单一业务的估值将达到20万亿到25万亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9930e9bba96c22adb0c892e1e8477899\" tg-width=\"450\" tg-height=\"407\"/></p><p>在“木头姐”的自动驾驶技术估值基础上,马斯克认为特斯拉可以成为一家市值30万亿美元的公司。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉涨逾4%,马斯克称Optimus业务估值有望达20万至25万亿美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉涨逾4%,马斯克称Optimus业务估值有望达20万至25万亿美元\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\">2024-06-17 22:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一,特斯拉“逆市走高”,截至发稿涨幅超4%!消息面上,马斯克上周四在公司年度股东大会上称,当我们达到大规模生产时,特斯拉每年基本上可以从Optimus中获得大约1万亿美元的利润。如果市盈率是20到25倍左右,这意味着Optimus单一业务的估值将达到20万亿到25万亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9930e9bba96c22adb0c892e1e8477899\" tg-width=\"450\" tg-height=\"407\"/></p><p>在“木头姐”的自动驾驶技术估值基础上,马斯克认为特斯拉可以成为一家市值30万亿美元的公司。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1e378b795d859ede7725d39f35bd3d46","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173938498","content_text":"周一,特斯拉“逆市走高”,截至发稿涨幅超4%!消息面上,马斯克上周四在公司年度股东大会上称,当我们达到大规模生产时,特斯拉每年基本上可以从Optimus中获得大约1万亿美元的利润。如果市盈率是20到25倍左右,这意味着Optimus单一业务的估值将达到20万亿到25万亿美元。在“木头姐”的自动驾驶技术估值基础上,马斯克认为特斯拉可以成为一家市值30万亿美元的公司。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":2987,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4146958407806810","authorId":"4146958407806810","name":"爱老虎油168","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"4146958407806810","authorIdStr":"4146958407806810"},"content":"老马股东会上说,擎天柱机器人不会比汽车贵。我不知道万亿利润从哪来。饼太大,太干,咽不下 [捂脸]","text":"老马股东会上说,擎天柱机器人不会比汽车贵。我不知道万亿利润从哪来。饼太大,太干,咽不下 [捂脸]","html":"老马股东会上说,擎天柱机器人不会比汽车贵。我不知道万亿利润从哪来。饼太大,太干,咽不下 [捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316775727436032,"gmtCreate":1718376875292,"gmtModify":1718376876697,"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark大空头","avatar":"https://static.tigerbbs.com/8ea120142d3ed0cc47755dc7d0a37390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497856541848999","authorIdStr":"3497856541848999"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> 这公司会到万亿吗,如果转型","listText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> 这公司会到万亿吗,如果转型","text":"$ARM Holdings Ltd(ARM)$ 这公司会到万亿吗,如果转型","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/316775727436032","isVote":1,"tweetType":1,"viewCount":1626,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3501506464598626","authorId":"3501506464598626","name":"AsyncMan","avatar":"https://static.tigerbbs.com/433f1f4149b891d553398e44d4243c4c","crmLevel":1,"crmLevelSwitch":0,"idStr":"3501506464598626","authorIdStr":"3501506464598626"},"content":"万亿不够,要涨到十万亿,买下太阳系","text":"万亿不够,要涨到十万亿,买下太阳系","html":"万亿不够,要涨到十万亿,买下太阳系"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316669961035960,"gmtCreate":1718339661710,"gmtModify":1718339663743,"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark大空头","avatar":"https://static.tigerbbs.com/8ea120142d3ed0cc47755dc7d0a37390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497856541848999","authorIdStr":"3497856541848999"},"themes":[],"htmlText":"这种公司有可能倒闭,血本无归。","listText":"这种公司有可能倒闭,血本无归。","text":"这种公司有可能倒闭,血本无归。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316669961035960","repostId":"2443993766","repostType":2,"repost":{"id":"2443993766","kind":"news","pubTimestamp":1718337951,"share":"https://www.laohu8.com/m/news/2443993766?lang=&edition=full","pubTime":"2024-06-14 12:05","market":"us","language":"zh","title":"狂欢继续?“带头大哥”GME持仓翻倍,成公司第四大股东","url":"https://stock-news.laohu8.com/highlight/detail?id=2443993766","media":"华尔街见闻","summary":"900.1万股这一数字对GME散户有着特殊意义,这恰好等于2020年底GME董事长兼CEO Ryan Cohen的持股数量,而在此后不久“Meme股”狂潮爆发。","content":"<html><head></head><body><blockquote><p>900.1万股这一数字对GME散户有着特殊意义,这恰好等于2020年底GME董事长兼CEO Ryan Cohen的持股数量,而在此后不久“Meme股”狂潮爆发。</p></blockquote><p style=\"text-align: justify;\">“带头大哥”Keith Gill在出售大量GME期权头寸后,加大对这支热门“Meme股”的押注。</p><p style=\"text-align: justify;\">在周四发布的Reddit账号,Keith Gill(网络名称为“咆哮小猫”)更新了关于GME持仓的最新动态:</p><blockquote><p style=\"text-align: justify;\"><strong>截图显示,显示他目前持有900.1万股GME股票和超过600万美元的现金。</strong></p><p style=\"text-align: justify;\">他已卖出部分/全部将于6月21日到期的12万份GME看涨期权,同时再次买入400.1万股GME股票。</p><p style=\"text-align: justify;\">总持仓从本周初的500万股增至900.1万股,手头现金已从近3000万美元骤减至至630万美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c17c0aa2a3d71236bba69ee18b695db7\" title=\"\" tg-width=\"640\" tg-height=\"95\"/></p></blockquote><p style=\"text-align: justify;\">6月2日,也就是他在2024年Meme股票狂潮中开始披露持仓的第一天,他的投资组合中有500万股GME股票和12万份看涨期权。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9d5ca0a56fea6278d6eb485af6694f3\" title=\"\" tg-width=\"640\" tg-height=\"110\"/></p><p style=\"text-align: justify;\">GME股价周四大涨14%,收于29.12美元,不过盘后跌超2%。<strong>根据周四收盘价计算,Keith Gill的持仓规模超2.62亿美元。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/685a919aa1e7a77a498da39c1c7a6931\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\"><strong>值得一提的是,900.1万股的持股数字似乎对GME的忠实散户有着特殊意义。这恰好等于2020年底GME董事长兼CEO Ryan Cohen的持股数量,而在此后不久“Meme股”狂潮爆发。</strong></p><p style=\"text-align: justify;\">GME公司文件显示,经过2022年7月的4比1拆股后,Cohen的持股量已增至超过3600万股,此后他还在公开市场上继续增持。</p><p style=\"text-align: justify;\">而根据FactSet最新数据,<strong>Gill新增的股份使他成为GME第四大股东,持有2.1%的股份。</strong>GameStop本周早些时候刚完成了发行7500万股、募资逾20亿美元的新股。</p><p style=\"text-align: justify;\">从Gill的最新举动看,他似乎将大量现金储备投入到了这波增持中。他在本周一的Reddit帖子中透露,手头现金已从近3000万美元锐减至630万美元。</p><p style=\"text-align: justify;\">此前,Gill在3月打破三年社交媒体缄默,引发了一阵狂热。<strong>周三下午,GME6月21日到期、行权价20美元的看涨期权成交量突然飙升,周四仍维持高位,引发外界猜测Gill可能正在抛售期权头寸,</strong>Gill此前声称期权平均购买成本5.6754美元。</p><p style=\"text-align: justify;\"><strong>目前尚不清楚Gill以何种方式获得这一头寸,他可以抛售全部12万份看涨期权合约,并用所得收益购买额外股份,或者他可以出售部分期权头寸,并提前行使剩余部分。</strong></p><p style=\"text-align: justify;\">有迹象表明,Gill可能行使了部分看涨期权以抵消增持成本,但他的截图中并不清晰他的大部分头寸增长是否来自行权。</p><p style=\"text-align: justify;\">例如,他的成本基础(反映整个头寸的平均成本)从这个月初在Superstonk subreddit上分享的最初更新时的略高于每股21美元,上升到了每股超过23美元。</p></body></html>","source":"wallstreetcn_hot_news","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>狂欢继续?“带头大哥”GME持仓翻倍,成公司第四大股东</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n狂欢继续?“带头大哥”GME持仓翻倍,成公司第四大股东\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-14 12:05 北京时间 <a href=https://wallstreetcn.com/articles/3717218><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>900.1万股这一数字对GME散户有着特殊意义,这恰好等于2020年底GME董事长兼CEO Ryan Cohen的持股数量,而在此后不久“Meme股”狂潮爆发。“带头大哥”Keith Gill在出售大量GME期权头寸后,加大对这支热门“Meme股”的押注。在周四发布的Reddit账号,Keith Gill(网络名称为“咆哮小猫”)更新了关于GME持仓的最新动态:截图显示,显示他目前持有900.1...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3717218\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/64553a7acdc5fa3b25dbe856052eb939","relate_stocks":{"BK4588":"碎股","BK4547":"WSB热门概念","BK4585":"ETF&股票定投概念","GME":"游戏驿站","BK4577":"网络游戏","BK4076":"电脑与电子产品零售"},"source_url":"https://wallstreetcn.com/articles/3717218","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2443993766","content_text":"900.1万股这一数字对GME散户有着特殊意义,这恰好等于2020年底GME董事长兼CEO Ryan Cohen的持股数量,而在此后不久“Meme股”狂潮爆发。“带头大哥”Keith Gill在出售大量GME期权头寸后,加大对这支热门“Meme股”的押注。在周四发布的Reddit账号,Keith Gill(网络名称为“咆哮小猫”)更新了关于GME持仓的最新动态:截图显示,显示他目前持有900.1万股GME股票和超过600万美元的现金。他已卖出部分/全部将于6月21日到期的12万份GME看涨期权,同时再次买入400.1万股GME股票。总持仓从本周初的500万股增至900.1万股,手头现金已从近3000万美元骤减至至630万美元。6月2日,也就是他在2024年Meme股票狂潮中开始披露持仓的第一天,他的投资组合中有500万股GME股票和12万份看涨期权。GME股价周四大涨14%,收于29.12美元,不过盘后跌超2%。根据周四收盘价计算,Keith Gill的持仓规模超2.62亿美元。值得一提的是,900.1万股的持股数字似乎对GME的忠实散户有着特殊意义。这恰好等于2020年底GME董事长兼CEO Ryan Cohen的持股数量,而在此后不久“Meme股”狂潮爆发。GME公司文件显示,经过2022年7月的4比1拆股后,Cohen的持股量已增至超过3600万股,此后他还在公开市场上继续增持。而根据FactSet最新数据,Gill新增的股份使他成为GME第四大股东,持有2.1%的股份。GameStop本周早些时候刚完成了发行7500万股、募资逾20亿美元的新股。从Gill的最新举动看,他似乎将大量现金储备投入到了这波增持中。他在本周一的Reddit帖子中透露,手头现金已从近3000万美元锐减至630万美元。此前,Gill在3月打破三年社交媒体缄默,引发了一阵狂热。周三下午,GME6月21日到期、行权价20美元的看涨期权成交量突然飙升,周四仍维持高位,引发外界猜测Gill可能正在抛售期权头寸,Gill此前声称期权平均购买成本5.6754美元。目前尚不清楚Gill以何种方式获得这一头寸,他可以抛售全部12万份看涨期权合约,并用所得收益购买额外股份,或者他可以出售部分期权头寸,并提前行使剩余部分。有迹象表明,Gill可能行使了部分看涨期权以抵消增持成本,但他的截图中并不清晰他的大部分头寸增长是否来自行权。例如,他的成本基础(反映整个头寸的平均成本)从这个月初在Superstonk subreddit上分享的最初更新时的略高于每股21美元,上升到了每股超过23美元。","news_type":1,"symbols_score_info":{"GME":1}},"isVote":1,"tweetType":1,"viewCount":1501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":617628254,"gmtCreate":1654269581782,"gmtModify":1704859248042,"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark大空头","avatar":"https://static.tigerbbs.com/8ea120142d3ed0cc47755dc7d0a37390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497856541848999","authorIdStr":"3497856541848999"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>put止盈,买了下周800call。今天算拿得住了。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>put止盈,买了下周800call。今天算拿得住了。","text":"$特斯拉(TSLA)$put止盈,买了下周800call。今天算拿得住了。","images":[{"img":"https://static.tigerbbs.com/b9a9d4dac0816119f4526b1435aa68f0","width":"1284","height":"2778"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":208,"commentSize":26,"repostSize":8,"link":"https://laohu8.com/post/617628254","isVote":1,"tweetType":1,"viewCount":15149,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580106986186914","authorId":"3580106986186914","name":"Enndm_","avatar":"https://static.tigerbbs.com/2918527ef8b7e0bfccea56c4ae9f0d7f","crmLevel":2,"crmLevelSwitch":0,"idStr":"3580106986186914","authorIdStr":"3580106986186914"},"content":"大神 我成本在770 短时间内能回本吗","text":"大神 我成本在770 短时间内能回本吗","html":"大神 我成本在770 短时间内能回本吗"},{"author":{"id":"3568767702338736","authorId":"3568767702338736","name":"skjfhdn","avatar":"https://static.tigerbbs.com/c55ecd408fadb198176c759d6ca7af74","crmLevel":6,"crmLevelSwitch":0,"idStr":"3568767702338736","authorIdStr":"3568767702338736"},"content":"这种操作会上瘾 哈哈哈哈","text":"这种操作会上瘾 哈哈哈哈","html":"这种操作会上瘾 哈哈哈哈"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":617265168,"gmtCreate":1654440159156,"gmtModify":1704859408239,"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark大空头","avatar":"https://static.tigerbbs.com/8ea120142d3ed0cc47755dc7d0a37390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497856541848999","authorIdStr":"3497856541848999"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>又不打算裁员了。感觉操盘手就是他。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>又不打算裁员了。感觉操盘手就是他。","text":"$特斯拉(TSLA)$又不打算裁员了。感觉操盘手就是他。","images":[{"img":"https://static.tigerbbs.com/e8566f1067b179d71e8009eb07cb02c8","width":"1284","height":"2778"},{"img":"https://static.tigerbbs.com/dd45608748500ac6cd6cde3aff89c6df","width":"1284","height":"2778"},{"img":"https://static.tigerbbs.com/83fc3ba95e66ba1af49f92120ddef89e","width":"1284","height":"2778"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":35,"commentSize":22,"repostSize":2,"link":"https://laohu8.com/post/617265168","isVote":1,"tweetType":1,"viewCount":16962,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3528891607420752","authorId":"3528891607420752","name":"影子传说66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"3528891607420752","authorIdStr":"3528891607420752"},"content":"老马根本就没说过总人数裁减10%,裁剪的是salaried workers,而且不涉及生产部门。路透社拿到内部邮件之后断章取义,发布了假新闻,把TSLA和纳指都搞崩了,今天又发个纠正的新闻,说是总人数会增加。 我很早就说过,关于特斯拉的突发性消息,不要傻乎乎就信了,要留有自己的判断,跌就加仓,总会回来的。总之,周五跟着卖的散户,又是新鲜的韭菜,总是不长记性。","text":"老马根本就没说过总人数裁减10%,裁剪的是salaried workers,而且不涉及生产部门。路透社拿到内部邮件之后断章取义,发布了假新闻,把TSLA和纳指都搞崩了,今天又发个纠正的新闻,说是总人数会增加。 我很早就说过,关于特斯拉的突发性消息,不要傻乎乎就信了,要留有自己的判断,跌就加仓,总会回来的。总之,周五跟着卖的散户,又是新鲜的韭菜,总是不长记性。","html":"老马根本就没说过总人数裁减10%,裁剪的是salaried workers,而且不涉及生产部门。路透社拿到内部邮件之后断章取义,发布了假新闻,把TSLA和纳指都搞崩了,今天又发个纠正的新闻,说是总人数会增加。 我很早就说过,关于特斯拉的突发性消息,不要傻乎乎就信了,要留有自己的判断,跌就加仓,总会回来的。总之,周五跟着卖的散户,又是新鲜的韭菜,总是不长记性。"},{"author":{"id":"275819275022896","authorId":"275819275022896","name":"约翰","avatar":"https://static.tigerbbs.com/ad1bbc78ee49142cbe14dec72f0436a6","crmLevel":1,"crmLevelSwitch":0,"idStr":"275819275022896","authorIdStr":"275819275022896"},"content":"马斯克本来就是想到什么说什么,尤其是在变成首富以后,有些话说了以后还赋予实行,他过不了投资者们那一关。投机客们倒腾赚钱,小韭菜被割坐电梯股价上上下下闹腾。","text":"马斯克本来就是想到什么说什么,尤其是在变成首富以后,有些话说了以后还赋予实行,他过不了投资者们那一关。投机客们倒腾赚钱,小韭菜被割坐电梯股价上上下下闹腾。","html":"马斯克本来就是想到什么说什么,尤其是在变成首富以后,有些话说了以后还赋予实行,他过不了投资者们那一关。投机客们倒腾赚钱,小韭菜被割坐电梯股价上上下下闹腾。"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":617788710,"gmtCreate":1654615874332,"gmtModify":1704859904006,"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark大空头","avatar":"https://static.tigerbbs.com/8ea120142d3ed0cc47755dc7d0a37390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497856541848999","authorIdStr":"3497856541848999"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>卖不完了一直。这样真的危险了。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>卖不完了一直。这样真的危险了。","text":"$特斯拉(TSLA)$卖不完了一直。这样真的危险了。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":18,"commentSize":14,"repostSize":1,"link":"https://laohu8.com/post/617788710","isVote":1,"tweetType":1,"viewCount":8059,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3538194101606247","authorId":"3538194101606247","name":"349f6622","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"idStr":"3538194101606247","authorIdStr":"3538194101606247"},"content":"长期的话,买了放着我觉得没什么。短期的话,太难操作了","text":"长期的话,买了放着我觉得没什么。短期的话,太难操作了","html":"长期的话,买了放着我觉得没什么。短期的话,太难操作了"},{"author":{"id":"3472098980994884","authorId":"3472098980994884","name":"拒绝游泳的鱼","avatar":"https://static.tigerbbs.com/52fff20daaba255185a5f3bd46574b0f","crmLevel":4,"crmLevelSwitch":1,"idStr":"3472098980994884","authorIdStr":"3472098980994884"},"content":"二天都在杀期权","text":"二天都在杀期权","html":"二天都在杀期权"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369865994,"gmtCreate":1614026779618,"gmtModify":1614029375475,"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark大空头","avatar":"https://static.tigerbbs.com/8ea120142d3ed0cc47755dc7d0a37390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497856541848999","authorIdStr":"3497856541848999"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>20年崩盘也是二月的最后一周。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>20年崩盘也是二月的最后一周。","text":"$特斯拉(TSLA)$$苹果(AAPL)$20年崩盘也是二月的最后一周。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":12,"commentSize":16,"repostSize":0,"link":"https://laohu8.com/post/369865994","isVote":1,"tweetType":1,"viewCount":4390,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553165693911178","authorId":"3553165693911178","name":"HowardMarks","avatar":"https://static.tigerbbs.com/99270a20dcc6a067fce8b4379e54f839","crmLevel":1,"crmLevelSwitch":0,"idStr":"3553165693911178","authorIdStr":"3553165693911178"},"content":"现在不是超卖 之前崩盘是超卖","text":"现在不是超卖 之前崩盘是超卖","html":"现在不是超卖 之前崩盘是超卖"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617680336,"gmtCreate":1654254964830,"gmtModify":1704859205860,"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark大空头","avatar":"https://static.tigerbbs.com/8ea120142d3ed0cc47755dc7d0a37390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497856541848999","authorIdStr":"3497856541848999"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>看样子今天700不保了。","listText":"<a 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GPU需求锐减,股价从峰值289美元跌至147美元。软银于2019年1月清仓全部股份,套现约36亿美元,获利33亿美元(回报率超400%)。孙正义后来称这是“漏掉的大鱼”——若持有至今,当初价值7亿美金的4.9%股份,按照英伟达5万亿美元市值计算,价值将最高达2450亿美元,看来频繁交易的不仅仅是散户,大佬也一样。</p></li><li><p><strong>2024-2025年重新建仓与二次卖出</strong>:AI热潮重启后,软银2024年底持股价值10亿美元。到2025年3月底,增持至30亿美元(约占Nvidia总股本0.1%)。软银还部署全球最大Nvidia Blackwell GPU集群(超4000块),用于自家AI子公司SB Intuitions开发日语大模型。 但在2025年10月,软银再度全数卖出,获利58.3亿美元。这次离场正值Nvidia股价高点(超212美元),帮助软银Q2利润暴增。公司同时宣布1:4股票拆分,以提升流动性。孙正义表示,此举是为新AI项目(如30亿美元OpenAI投资)腾出资金。Vision Fund累计从Nvidia两次交易获利超90亿美元,但错过万亿市值增长。</p></li></ul></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>英伟达盘前走弱,软银宣布已于10月份出售了持有的英伟达股份</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英伟达盘前走弱,软银宣布已于10月份出售了持有的英伟达股份\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\">2025-11-11 18:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二, <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 盘前跌幅一度扩大至接近1.5%。消息面上,软银宣布已于10月份出售了所持有的英伟达股份,套现58.3亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4bba9aceda7cb68de18de47a2e669e5c\" title=\"\" tg-width=\"1167\" tg-height=\"432\"/></p><p>软银与英伟达的关系可追溯到AI早期布局,但两次卖出也留下遗憾:</p><ul style=\"\"><li><p><strong>2017年买入:</strong>2017年5月,软银Vision Fund启动后不久,以约7亿美元买入Nvidia约4.9%的股份,孙正义当时看好Nvidia在AI硬件的潜力。</p></li><li><p><strong>2019年首次卖出:</strong>2018年底加密货币寒冬导致Nvidia GPU需求锐减,股价从峰值289美元跌至147美元。软银于2019年1月清仓全部股份,套现约36亿美元,获利33亿美元(回报率超400%)。孙正义后来称这是“漏掉的大鱼”——若持有至今,当初价值7亿美金的4.9%股份,按照英伟达5万亿美元市值计算,价值将最高达2450亿美元,看来频繁交易的不仅仅是散户,大佬也一样。</p></li><li><p><strong>2024-2025年重新建仓与二次卖出</strong>:AI热潮重启后,软银2024年底持股价值10亿美元。到2025年3月底,增持至30亿美元(约占Nvidia总股本0.1%)。软银还部署全球最大Nvidia Blackwell GPU集群(超4000块),用于自家AI子公司SB Intuitions开发日语大模型。 但在2025年10月,软银再度全数卖出,获利58.3亿美元。这次离场正值Nvidia股价高点(超212美元),帮助软银Q2利润暴增。公司同时宣布1:4股票拆分,以提升流动性。孙正义表示,此举是为新AI项目(如30亿美元OpenAI投资)腾出资金。Vision Fund累计从Nvidia两次交易获利超90亿美元,但错过万亿市值增长。</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121468646","content_text":"周二, 英伟达 盘前跌幅一度扩大至接近1.5%。消息面上,软银宣布已于10月份出售了所持有的英伟达股份,套现58.3亿美元。软银与英伟达的关系可追溯到AI早期布局,但两次卖出也留下遗憾:2017年买入:2017年5月,软银Vision Fund启动后不久,以约7亿美元买入Nvidia约4.9%的股份,孙正义当时看好Nvidia在AI硬件的潜力。2019年首次卖出:2018年底加密货币寒冬导致Nvidia GPU需求锐减,股价从峰值289美元跌至147美元。软银于2019年1月清仓全部股份,套现约36亿美元,获利33亿美元(回报率超400%)。孙正义后来称这是“漏掉的大鱼”——若持有至今,当初价值7亿美金的4.9%股份,按照英伟达5万亿美元市值计算,价值将最高达2450亿美元,看来频繁交易的不仅仅是散户,大佬也一样。2024-2025年重新建仓与二次卖出:AI热潮重启后,软银2024年底持股价值10亿美元。到2025年3月底,增持至30亿美元(约占Nvidia总股本0.1%)。软银还部署全球最大Nvidia Blackwell GPU集群(超4000块),用于自家AI子公司SB Intuitions开发日语大模型。 但在2025年10月,软银再度全数卖出,获利58.3亿美元。这次离场正值Nvidia股价高点(超212美元),帮助软银Q2利润暴增。公司同时宣布1:4股票拆分,以提升流动性。孙正义表示,此举是为新AI项目(如30亿美元OpenAI投资)腾出资金。Vision Fund累计从Nvidia两次交易获利超90亿美元,但错过万亿市值增长。","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680326217,"gmtCreate":1654785231444,"gmtModify":1704860453841,"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark大空头","avatar":"https://static.tigerbbs.com/8ea120142d3ed0cc47755dc7d0a37390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497856541848999","authorIdStr":"3497856541848999"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>止盈了。800call能挣钱,太不容易了,拿得住了。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>止盈了。800call能挣钱,太不容易了,拿得住了。","text":"$特斯拉(TSLA)$止盈了。800call能挣钱,太不容易了,拿得住了。","images":[{"img":"https://static.tigerbbs.com/c3067780416baa5731043aee223a555b","width":"1284","height":"2778"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/680326217","isVote":1,"tweetType":1,"viewCount":5691,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"97275541442935","authorId":"97275541442935","name":"学习期权","avatar":"https://static.tigerbbs.com/194c5ada3ec3c77f7f173870bfbb207b","crmLevel":1,"crmLevelSwitch":0,"idStr":"97275541442935","authorIdStr":"97275541442935"},"content":"这样操作起来心里承受能力很强才可以。做的好那就是一生受用,做不好很可能就被清场了。","text":"这样操作起来心里承受能力很强才可以。做的好那就是一生受用,做不好很可能就被清场了。","html":"这样操作起来心里承受能力很强才可以。做的好那就是一生受用,做不好很可能就被清场了。"},{"author":{"id":"3506516713120122","authorId":"3506516713120122","name":"知行合一2022","avatar":"https://static.tigerbbs.com/fe2b924948bcbc8ede6d7f103d1809f0","crmLevel":1,"crmLevelSwitch":0,"idStr":"3506516713120122","authorIdStr":"3506516713120122"},"content":"得承认你的心里承受能力够强,不过如果老马坚持买推特折腾特斯拉,你这6.3的是不是都得归零了?","text":"得承认你的心里承受能力够强,不过如果老马坚持买推特折腾特斯拉,你这6.3的是不是都得归零了?","html":"得承认你的心里承受能力够强,不过如果老马坚持买推特折腾特斯拉,你这6.3的是不是都得归零了?"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":617569181,"gmtCreate":1654509891446,"gmtModify":1704859569870,"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark大空头","avatar":"https://static.tigerbbs.com/8ea120142d3ed0cc47755dc7d0a37390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497856541848999","authorIdStr":"3497856541848999"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>为啥卖空成交不了。空池还有啊。","listText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>为啥卖空成交不了。空池还有啊。","text":"$滴滴(DIDI)$为啥卖空成交不了。空池还有啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/617569181","isVote":1,"tweetType":1,"viewCount":9432,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546428999442201","authorId":"3546428999442201","name":"snake802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3546428999442201","authorIdStr":"3546428999442201"},"content":"大涨60%,你怎么卖空","text":"大涨60%,你怎么卖空","html":"大涨60%,你怎么卖空"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":614072209,"gmtCreate":1653307592201,"gmtModify":1653307592201,"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark大空头","avatar":"https://static.tigerbbs.com/8ea120142d3ed0cc47755dc7d0a37390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497856541848999","authorIdStr":"3497856541848999"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>这周到850吧。不过分吧","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>这周到850吧。不过分吧","text":"$特斯拉(TSLA)$这周到850吧。不过分吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":7,"repostSize":1,"link":"https://laohu8.com/post/614072209","isVote":1,"tweetType":1,"viewCount":10052,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575287438185545","authorId":"3575287438185545","name":"抄底 小王子","avatar":"https://static.tigerbbs.com/6a6c02621c99e456d12e9f0a8f34aeb6","crmLevel":3,"crmLevelSwitch":1,"idStr":"3575287438185545","authorIdStr":"3575287438185545"},"content":"这周月末降息恐慌周,400-500左右,深套的朋友建议持有,其他的空就行了","text":"这周月末降息恐慌周,400-500左右,深套的朋友建议持有,其他的空就行了","html":"这周月末降息恐慌周,400-500左右,深套的朋友建议持有,其他的空就行了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680834204,"gmtCreate":1654868622410,"gmtModify":1704860734579,"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark大空头","avatar":"https://static.tigerbbs.com/8ea120142d3ed0cc47755dc7d0a37390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497856541848999","authorIdStr":"3497856541848999"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>下周780 800call起来了。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>下周780 800call起来了。","text":"$特斯拉(TSLA)$下周780 800call起来了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/680834204","isVote":1,"tweetType":1,"viewCount":2434,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3534672975769834","authorId":"3534672975769834","name":"临嗦","avatar":"https://static.tigerbbs.com/59ebf25d529797b9ce171345339e177b","crmLevel":8,"crmLevelSwitch":0,"idStr":"3534672975769834","authorIdStr":"3534672975769834"},"content":"反🈯️之王","text":"反🈯️之王","html":"反🈯️之王"},{"author":{"id":"3575695026604385","authorId":"3575695026604385","name":"未料胜先料败","avatar":"https://static.tigerbbs.com/c2e8677352e7c66bc689e7dce846548c","crmLevel":9,"crmLevelSwitch":1,"idStr":"3575695026604385","authorIdStr":"3575695026604385"},"content":"难,并没有超卖","text":"难,并没有超卖","html":"难,并没有超卖"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617787842,"gmtCreate":1654619849787,"gmtModify":1704859911682,"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark大空头","avatar":"https://static.tigerbbs.com/8ea120142d3ed0cc47755dc7d0a37390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497856541848999","authorIdStr":"3497856541848999"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>本周850是没戏了,800还是有很大可能。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>本周850是没戏了,800还是有很大可能。","text":"$特斯拉(TSLA)$本周850是没戏了,800还是有很大可能。","images":[{"img":"https://static.tigerbbs.com/c96849e33aae3c8eb429e1a9cfe3a76e","width":"1284","height":"2778"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/617787842","isVote":1,"tweetType":1,"viewCount":6479,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3545912776869201","authorId":"3545912776869201","name":"无敌大韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"idStr":"3545912776869201","authorIdStr":"3545912776869201"},"content":"看周五数据,好的话直接到800","text":"看周五数据,好的话直接到800","html":"看周五数据,好的话直接到800"},{"author":{"id":"3560347174073039","authorId":"3560347174073039","name":"睿智的尘哥","avatar":"https://static.tigerbbs.com/f8265cdba9832bf89f6f880f1a1136d0","crmLevel":1,"crmLevelSwitch":0,"idStr":"3560347174073039","authorIdStr":"3560347174073039"},"content":"你850的call割肉了吗?","text":"你850的call割肉了吗?","html":"你850的call割肉了吗?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":617794106,"gmtCreate":1654601691107,"gmtModify":1704859857728,"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark大空头","avatar":"https://static.tigerbbs.com/8ea120142d3ed0cc47755dc7d0a37390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497856541848999","authorIdStr":"3497856541848999"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>本周的多,我不敢做了,做下周的吧。[得意] 真能跌。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>本周的多,我不敢做了,做下周的吧。[得意] 真能跌。","text":"$特斯拉(TSLA)$本周的多,我不敢做了,做下周的吧。[得意] 真能跌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/617794106","isVote":1,"tweetType":1,"viewCount":6447,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"43898359627567","authorId":"43898359627567","name":"Malison","avatar":"https://static.tigerbbs.com/ed4752e07c0662570d740a149accea3f","crmLevel":8,"crmLevelSwitch":1,"idStr":"43898359627567","authorIdStr":"43898359627567"},"content":"市场就硬炒的,优化员工结构,去掉疫情赖家划水的,也能暴跌10个点,小散想继续信仰就继续拿吧~","text":"市场就硬炒的,优化员工结构,去掉疫情赖家划水的,也能暴跌10个点,小散想继续信仰就继续拿吧~","html":"市场就硬炒的,优化员工结构,去掉疫情赖家划水的,也能暴跌10个点,小散想继续信仰就继续拿吧~"},{"author":{"id":"3560347174073039","authorId":"3560347174073039","name":"睿智的尘哥","avatar":"https://static.tigerbbs.com/f8265cdba9832bf89f6f880f1a1136d0","crmLevel":1,"crmLevelSwitch":0,"idStr":"3560347174073039","authorIdStr":"3560347174073039"},"content":"你这?要割肉走嘛?","text":"你这?要割肉走嘛?","html":"你这?要割肉走嘛?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680871140,"gmtCreate":1654918353583,"gmtModify":1704860846355,"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark大空头","avatar":"https://static.tigerbbs.com/8ea120142d3ed0cc47755dc7d0a37390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497856541848999","authorIdStr":"3497856541848999"},"themes":[],"htmlText":"知道危机要来,还急不可耐高价收购推特。是判断对,操作不好吗,还是首富钱多任性,思维不同,推特对他有大用处,可以操作舆论,操作市场。","listText":"知道危机要来,还急不可耐高价收购推特。是判断对,操作不好吗,还是首富钱多任性,思维不同,推特对他有大用处,可以操作舆论,操作市场。","text":"知道危机要来,还急不可耐高价收购推特。是判断对,操作不好吗,还是首富钱多任性,思维不同,推特对他有大用处,可以操作舆论,操作市场。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":2,"link":"https://laohu8.com/post/680871140","repostId":"1138188737","repostType":2,"isVote":1,"tweetType":1,"viewCount":1593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680897345,"gmtCreate":1654865449289,"gmtModify":1704860718319,"author":{"id":"3497856541848999","authorId":"3497856541848999","name":"Ark大空头","avatar":"https://static.tigerbbs.com/8ea120142d3ed0cc47755dc7d0a37390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497856541848999","authorIdStr":"3497856541848999"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>可以放心涨了。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>可以放心涨了。","text":"$特斯拉(TSLA)$可以放心涨了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/680897345","isVote":1,"tweetType":1,"viewCount":6606,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575695026604385","authorId":"3575695026604385","name":"未料胜先料败","avatar":"https://static.tigerbbs.com/c2e8677352e7c66bc689e7dce846548c","crmLevel":9,"crmLevelSwitch":1,"idStr":"3575695026604385","authorIdStr":"3575695026604385"},"content":"今晚你的call要0.01了吧","text":"今晚你的call要0.01了吧","html":"今晚你的call要0.01了吧"},{"author":{"id":"3539683056543537","authorId":"3539683056543537","name":"华尔街地摊","avatar":"https://static.tigerbbs.com/11e3abea0ac0e3e78c686f832879859d","crmLevel":5,"crmLevelSwitch":0,"idStr":"3539683056543537","authorIdStr":"3539683056543537"},"content":"这还涨个饭","text":"这还涨个饭","html":"这还涨个饭"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}