分散投资。留一手的个人主页 - 老虎社区

分散投资。留一手

分散投资。留一手

分散投资

IP属地：广东

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2主题

0勋章

分散投资。留一手

2023-04-28

$亚马逊(AMZN)$ 财报暴涨怎么变暴跌了？

分散投资。留一手

2021-11-20

$蔚来(NIO)$利好还是利空？

分散投资。留一手

2021-04-13

$Sundial Growers Inc.(SNDL)$被这些图片偏了进了大嘛股坑s人了

分散投资。留一手

2020-07-20

$基因技术ADR(GENE)$什么时候才复盘，谁可以告诉我呢？谢谢了

分散投资。留一手

2021-02-02

$Property Solutions Acquisition Corp(PSAC)$FF二季度，一季度分别指的是什么时候啊？

分散投资。留一手

2021-01-28

$蔚来(NIO)$大佬们好

分散投资。留一手

2021-01-27

$蔚来(NIO)$赚钱的感觉真好

分散投资。留一手

2022-10-14

美联储还要加息多少次呢？

分散投资。留一手

2021-04-13

$SNDL(SNDL)$被这些图片骗了进了大麻坑s人了

分散投资。留一手

2025-11-18

这篇文章不错，转发给大家看看

三年以来首次美元债！亚马逊拟通过美国债券发行筹集约150亿美元

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justify;\">随着人工智能相关计算需求迅速扩大，大型科技企业正转向大规模发行债务，以为耗资数百亿美元的基础设施扩张计划提供资金：</p><ul style=\"\"><li><p>上个月，Meta宣布计划进行高达300亿美元的最大规模债券发行。</p></li><li><p>另据报道，云基础设施和软件公司甲骨文（Oracle）也计划通过债券市场筹集150亿美元。</p></li><li><p>根据摩根士丹利的估算，包括Meta、Amazon和Alphabet在内的大型科技公司预计今年将在AI基础设施上支出约4000亿美元。</p></li><li><p>美国无线运营商Verizon据称也在寻求发行约100亿美元债券，以为其对Frontier的200亿美元收购融资。</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>三年以来首次美元债！亚马逊拟通过美国债券发行筹集约150亿美元</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三年以来首次美元债！亚马逊拟通过美国债券发行筹集约150亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-18 07:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3759563><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着人工智能相关计算需求迅速扩大，大型科技企业正转向大规模发行债务，以为耗资数百亿美元的基础设施扩张计划提供资金。媒体周一报道称，亚马逊正计划通过公司债市场筹集约120亿美元，这是这家科技巨头近三年来首次发行以美元计价的债券。监管文件显示，亚马逊当天早些时候递交了发行六部分债券的申请。监管文件显示，亚马逊当天早些时候递交了发行六部分债券的申请，但未披露发行规模。此后报道称，亚马逊此次发行美元债券...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3759563\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3473f757d00eee50292777a0505620c4","relate_stocks":{"IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","AMZN":"亚马逊","BK4598":"佩洛西持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","SG9999001077.SGD":"United International Growth Fund 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ACC"},"source_url":"https://wallstreetcn.com/articles/3759563","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2584627783","content_text":"随着人工智能相关计算需求迅速扩大，大型科技企业正转向大规模发行债务，以为耗资数百亿美元的基础设施扩张计划提供资金。媒体周一报道称，亚马逊正计划通过公司债市场筹集约120亿美元，这是这家科技巨头近三年来首次发行以美元计价的债券。监管文件显示，亚马逊当天早些时候递交了发行六部分债券的申请。监管文件显示，亚马逊当天早些时候递交了发行六部分债券的申请，但未披露发行规模。此后报道称，亚马逊此次发行美元债券筹集了150亿美元，比最初预期规模高30亿美元。据媒体报道，此次发行中期限最长的40年期债券部分，其初步利差讨论为较同期限美国国债高出约1.15个百分点。亚马逊此次发行债券所得可能用于并购、资本支出以及股份回购等多种用途。随着大型科技公司加大投资以保持在人工智能竞赛中的领先地位，亚马逊正加大人工智能相关投入，其今年的资本支出预计将达到约1250亿美元，且明年还会进一步增加。亚马逊近期宣布与OpenAI达成一项价值380亿美元的交易，这将为其在云业务领域带来重大助力，此前该业务在竞争中落后于微软和谷歌。随着人工智能相关计算需求迅速扩大，大型科技企业正转向大规模发行债务，以为耗资数百亿美元的基础设施扩张计划提供资金：上个月，Meta宣布计划进行高达300亿美元的最大规模债券发行。另据报道，云基础设施和软件公司甲骨文（Oracle）也计划通过债券市场筹集150亿美元。根据摩根士丹利的估算，包括Meta、Amazon和Alphabet在内的大型科技公司预计今年将在AI基础设施上支出约4000亿美元。美国无线运营商Verizon据称也在寻求发行约100亿美元债券，以为其对Frontier的200亿美元收购融资。","news_type":1,"symbols_score_info":{"AMZN":1.5}},"isVote":1,"tweetType":1,"viewCount":713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286349692666128,"gmtCreate":1710937215002,"gmtModify":1710937216516,"author":{"id":"3502159813188635","authorId":"3502159813188635","name":"分散投资。留一手","avatar":"https://static.tigerbbs.com/3b2157ce8878c41dd9e968d8b1df981a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502159813188635","idStr":"3502159813188635"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286349692666128","repostId":"1124780892","repostType":2,"repost":{"id":"1124780892","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":1710936420,"share":"https://www.laohu8.com/m/news/1124780892?lang=zh_CN&edition=full","pubTime":"2024-03-20 20:07","market":"us","language":"zh","title":"盘前 | 拼多多绩后涨近17%；“小英伟达”今晚登陆纳斯达克！年内降息几次？今晚将水落石出","url":"https://stock-news.laohu8.com/highlight/detail?id=1124780892","media":"老虎资讯综合","summary":"市场聚焦美联储最新点阵图$拼多多$盘前涨超15%，Q4经调整净利润255亿元，同比增110%“小$英伟达$”Astera Labs今晚登陆纳斯达克消息称OpenAI计划在今年年中推出GPT-5$英特尔$盘前涨逾4%，在芯片法案中获得近200亿美元的激励资金未经通知使用出版商内容训练聊天$机器人$，$谷歌$在法国被罚2.5亿欧元3月20日，美股三大股指期货涨跌不一，截止发稿，道指期货跌0.06%，纳指期货涨0.30%，标普500指数期货涨0.07%。","content":"<html><head></head><body><p><strong>摘要：</strong></p><ul style=\"\"><li><p>美联储利率决议重磅来袭！市场聚焦美联储最新点阵图</p></li><li><p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>盘前涨近17%，Q4经调整净利润255亿元，同比增110%</p></li><li><p>“小英伟达”Astera Labs今晚登陆纳斯达克</p></li><li><p>消息称OpenAI计划在今年年中推出GPT-5</p></li><li><p><a href=\"https://laohu8.com/S/INTC\">英特尔</a>盘前涨逾4%，在芯片法案中获得近200亿美元的激励资金</p></li><li><p>未经通知使用出版商内容训练聊天机器人，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>在法国被罚2.5亿欧元</p></li></ul><p>3月20日，美股三大股指期货涨跌不一，截止发稿，道指期货跌0.06%，纳指期货涨0.30%，标普500指数期货涨0.07%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac1126100c830494434e81e3b8383968\" title=\"\" tg-width=\"437\" tg-height=\"196\"/></p><p><strong>美联储利率决议重磅来袭！年内降息几次？今晚将水落石出</strong></p><p>美联储将于北京时间周四凌晨2:00公布最新利率决议与季度展望报告(SEP)，美联储主席鲍威尔则将于2:30举行例行的会后新闻发布会。</p><p><strong>目前，对于今晚的利率决议，唯一可以明确的一点是——美联储料将连续第五次会议，将联邦基金利率目标区间维持在5.25%至5.5%不变。</strong>美联储上一次加息还要追溯到去年7月份，这也是美联储在过去两年紧缩周期中的第11次加息行动。接受业内媒体调查的所有投行机构，都一致作出了美联储在今晚会议上将“按兵不动”的预测。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a663de4aa2e5e25b5e4a6835c1e05e98\" title=\"\" tg-width=\"822\" tg-height=\"490\"/></p><p style=\"text-align: justify;\">然而，人们今晚视线的真正落足点，显然并不会停留于此。</p><p style=\"text-align: justify;\">由于眼下美国面临的粘性通胀问题比预期更为棘手，美联储会发现自己正尤为需要在鹰派和鸽派之间保持微妙的平衡。<strong>作为季末的议息会议，投资者今晚将收获美联储新年的首份利率点阵图——关于美联储年内降息几次的悬念，有望在这张图上直接找到答案；而此外，美联储此前已经多次预告过，3月会议将正式讨论是否需要放缓或结束缩表的问题，这方面也料将成为今晚投资者的一大聚焦点。（相关阅读：<a href=\"https://laohu8.com/NW/1150838894\" title=\"年内降息几次？今夜，聚焦美联储最新点阵图\" target=\"_blank\" class=\"\">年内降息几次？今夜，聚焦美联储最新点阵图</a>）</strong></p><h3 id=\"id_3579418756\">盘前要闻</h3><p><strong>拼多多盘前涨近17%，Q4经调整净利润255亿元，同比增110%</strong></p><p>得益于旗下出海电商平台Temu的强劲表现，拼多多交出了一份远超华尔街预期的Q4业绩。财报显示，公司Q4营收888.8亿元人民币，远远超出市场预期的798.7亿元，同比增长123%；经营利润为223.95亿元，同比增长146%；经调整净利润为254.77亿元，同比增长110%；调整后每ADS收益17.32元，远超预期的11.28元，去年同期为8.34元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b135195e1d824f0933323bb682df83a5\" tg-width=\"286\" tg-height=\"148\"/></p><p><strong>“小英伟达”Astera Labs今晚登陆纳斯达克</strong></p><p>被称为“小英伟达”的硅谷人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>基础设施类独角兽企业Astera Labs计划于美东时间3月20日在纳斯达克全球精选市场上市，交易代码为ALAB，拟融资最多7.13亿美元。此次IPO定价为每股36美元，发售1980万股股票，市值约为55亿美元。Astera Labs成立于2017年，专注于提高数据中心内部不同软硬件之间的连接效率和速度，其产品帮助云服务提供商和企业客户优化数据传输和处理速度。</p><p><strong>未经通知使用出版商内容训练聊天机器人，谷歌在法国被罚2.5亿欧元</strong></p><p>格隆汇3月20日｜法国竞争监督机构周三对谷歌(GOOGL.US)罚款2.5亿欧元，原因是谷歌在与媒体出版商的关系中违反了欧盟知识产权规则。监管机构称，谷歌的聊天机器人Bard（现名Gemini）在未通知的情况下使用出版商和新闻机构的内容进行了训练。监管部门表示，作为和解程序的一部分，谷歌承诺不对事实提出异议。此次罚款与法国的一起网络内容版权纠纷有关，该案件是由包括法新社（AFP）在内的一些法国最大新闻机构的投诉引发的。2022年，谷歌对法国版权局开出的5亿欧元罚单放弃了上诉，这一纠纷似乎得到了解决。但在周三的声明中，监管机构称谷歌违反了和解协议中七项承诺中的四项，包括与出版商进行诚信谈判和提供透明信息。</p><p><strong>消息称OpenAI计划在今年年中推出GPT-5</strong></p><p>知情人士消息称，OpenAI计划在今年夏季发布GPT-5，性能大幅跃升，有望进一步推动OpenAI营收增长。知情人士透露，一些企业客户已经提前体验了GPT-5的新功能以及与之配套的ChatGPT Plus版功能。一位体验过GPT-5的CEO表示，“GPT-5真的很棒，有实质性的改进。”</p><p><strong>库克在中国首谈生成式AI，重申将在今年晚些时候宣布</strong></p><p>3月20日，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司CEO蒂姆·库克现身上海。库克此次到访中国正值苹果Apple Store上海静安店即将于21日开业之际。当被问及“iPhone在AI上有何进展时”，库克表示，AI已经运用在了苹果产品的各方面，例如Apple Watch的摔倒检测以及iPhone的预测性文本输入等功能，都是由AI来完成驱动的。这也是其首度在中国谈及AI话题。库克同时重申，“苹果的生成式AI，在今年晚些时候会有新闻宣布。”</p><h3 id=\"id_3415585353\">盘前行情</h3><p>英特尔盘前涨逾4%，消息面上，美国商务部3月20日宣布，美国政府与英特尔达成一份不具约束力的初步条款备忘录(PMT)，将根据美国《芯片与科学法案》向后者提供至多85亿美元直接资金和最高110亿美元贷款，支持后者在美国多州的半导体项目。</p><p><a href=\"https://laohu8.com/S/ZTO\">中通快递</a>盘前涨超4%，去年盈利同比增28%。</p><p><a href=\"https://laohu8.com/S/EH\">亿航智能</a>盘前涨逾5%，罗永浩今晚开售“空中的士”。据知情人士透露，此次交个朋友在淘宝直播间上架的链接定金为3.99万元，全价的折扣幅度更大。</p><p><a href=\"https://laohu8.com/S/CMG\">墨式烧烤</a>盘前涨超6%，董事会批准1:50的股票分割。</p><p>“AI妖股”<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>跌超2%，前一交易日收跌近9%。计划公开发行200万股普通股，每股定价875美元。</p><p><a href=\"https://laohu8.com/S/BA\">波音</a>盘前跌近2%，此前公司CFO称，波音正在采取“全面行动”加强质量，有意限制未来几个月的737型飞机产量。</p><h3 id=\"id_1154522510\">欧洲市场</h3><p>欧洲主要指数涨跌不一，德国DAX30涨0.27%，法国CAC40跌0.49%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2694a0037618322f13ac5c66aa5f43d7\" title=\"\" tg-width=\"1447\" tg-height=\"551\"/></p><h3 id=\"id_2405271039\">原油</h3><p>国际油价下跌，美油报82.11美元/桶，日内跌幅0.75%；布油现报86.78美元/桶，日内跌幅0.69%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76c519010397849b5892a0311c860e51\" title=\"\" tg-width=\"1437\" tg-height=\"97\"/></p><h3 id=\"id_89612189\">黄金</h3><p>现货黄金日内跌0.12%，报2,157.30美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ae74f61b9af8ee831f6164b7d0753b6\" title=\"\" 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>盘前 | 拼多多绩后涨近17%；“小英伟达”今晚登陆纳斯达克！年内降息几次？今晚将水落石出</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盘前 | 拼多多绩后涨近17%；“小英伟达”今晚登陆纳斯达克！年内降息几次？今晚将水落石出\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\">2024-03-20 20:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>摘要：</strong></p><ul style=\"\"><li><p>美联储利率决议重磅来袭！市场聚焦美联储最新点阵图</p></li><li><p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>盘前涨近17%，Q4经调整净利润255亿元，同比增110%</p></li><li><p>“小英伟达”Astera Labs今晚登陆纳斯达克</p></li><li><p>消息称OpenAI计划在今年年中推出GPT-5</p></li><li><p><a href=\"https://laohu8.com/S/INTC\">英特尔</a>盘前涨逾4%，在芯片法案中获得近200亿美元的激励资金</p></li><li><p>未经通知使用出版商内容训练聊天机器人，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>在法国被罚2.5亿欧元</p></li></ul><p>3月20日，美股三大股指期货涨跌不一，截止发稿，道指期货跌0.06%，纳指期货涨0.30%，标普500指数期货涨0.07%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac1126100c830494434e81e3b8383968\" title=\"\" tg-width=\"437\" tg-height=\"196\"/></p><p><strong>美联储利率决议重磅来袭！年内降息几次？今晚将水落石出</strong></p><p>美联储将于北京时间周四凌晨2:00公布最新利率决议与季度展望报告(SEP)，美联储主席鲍威尔则将于2:30举行例行的会后新闻发布会。</p><p><strong>目前，对于今晚的利率决议，唯一可以明确的一点是——美联储料将连续第五次会议，将联邦基金利率目标区间维持在5.25%至5.5%不变。</strong>美联储上一次加息还要追溯到去年7月份，这也是美联储在过去两年紧缩周期中的第11次加息行动。接受业内媒体调查的所有投行机构，都一致作出了美联储在今晚会议上将“按兵不动”的预测。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a663de4aa2e5e25b5e4a6835c1e05e98\" title=\"\" tg-width=\"822\" tg-height=\"490\"/></p><p style=\"text-align: justify;\">然而，人们今晚视线的真正落足点，显然并不会停留于此。</p><p style=\"text-align: justify;\">由于眼下美国面临的粘性通胀问题比预期更为棘手，美联储会发现自己正尤为需要在鹰派和鸽派之间保持微妙的平衡。<strong>作为季末的议息会议，投资者今晚将收获美联储新年的首份利率点阵图——关于美联储年内降息几次的悬念，有望在这张图上直接找到答案；而此外，美联储此前已经多次预告过，3月会议将正式讨论是否需要放缓或结束缩表的问题，这方面也料将成为今晚投资者的一大聚焦点。（相关阅读：<a href=\"https://laohu8.com/NW/1150838894\" title=\"年内降息几次？今夜，聚焦美联储最新点阵图\" target=\"_blank\" class=\"\">年内降息几次？今夜，聚焦美联储最新点阵图</a>）</strong></p><h3 id=\"id_3579418756\">盘前要闻</h3><p><strong>拼多多盘前涨近17%，Q4经调整净利润255亿元，同比增110%</strong></p><p>得益于旗下出海电商平台Temu的强劲表现，拼多多交出了一份远超华尔街预期的Q4业绩。财报显示，公司Q4营收888.8亿元人民币，远远超出市场预期的798.7亿元，同比增长123%；经营利润为223.95亿元，同比增长146%；经调整净利润为254.77亿元，同比增长110%；调整后每ADS收益17.32元，远超预期的11.28元，去年同期为8.34元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b135195e1d824f0933323bb682df83a5\" tg-width=\"286\" tg-height=\"148\"/></p><p><strong>“小英伟达”Astera Labs今晚登陆纳斯达克</strong></p><p>被称为“小英伟达”的硅谷人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>基础设施类独角兽企业Astera Labs计划于美东时间3月20日在纳斯达克全球精选市场上市，交易代码为ALAB，拟融资最多7.13亿美元。此次IPO定价为每股36美元，发售1980万股股票，市值约为55亿美元。Astera Labs成立于2017年，专注于提高数据中心内部不同软硬件之间的连接效率和速度，其产品帮助云服务提供商和企业客户优化数据传输和处理速度。</p><p><strong>未经通知使用出版商内容训练聊天机器人，谷歌在法国被罚2.5亿欧元</strong></p><p>格隆汇3月20日｜法国竞争监督机构周三对谷歌(GOOGL.US)罚款2.5亿欧元，原因是谷歌在与媒体出版商的关系中违反了欧盟知识产权规则。监管机构称，谷歌的聊天机器人Bard（现名Gemini）在未通知的情况下使用出版商和新闻机构的内容进行了训练。监管部门表示，作为和解程序的一部分，谷歌承诺不对事实提出异议。此次罚款与法国的一起网络内容版权纠纷有关，该案件是由包括法新社（AFP）在内的一些法国最大新闻机构的投诉引发的。2022年，谷歌对法国版权局开出的5亿欧元罚单放弃了上诉，这一纠纷似乎得到了解决。但在周三的声明中，监管机构称谷歌违反了和解协议中七项承诺中的四项，包括与出版商进行诚信谈判和提供透明信息。</p><p><strong>消息称OpenAI计划在今年年中推出GPT-5</strong></p><p>知情人士消息称，OpenAI计划在今年夏季发布GPT-5，性能大幅跃升，有望进一步推动OpenAI营收增长。知情人士透露，一些企业客户已经提前体验了GPT-5的新功能以及与之配套的ChatGPT Plus版功能。一位体验过GPT-5的CEO表示，“GPT-5真的很棒，有实质性的改进。”</p><p><strong>库克在中国首谈生成式AI，重申将在今年晚些时候宣布</strong></p><p>3月20日，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司CEO蒂姆·库克现身上海。库克此次到访中国正值苹果Apple Store上海静安店即将于21日开业之际。当被问及“iPhone在AI上有何进展时”，库克表示，AI已经运用在了苹果产品的各方面，例如Apple Watch的摔倒检测以及iPhone的预测性文本输入等功能，都是由AI来完成驱动的。这也是其首度在中国谈及AI话题。库克同时重申，“苹果的生成式AI，在今年晚些时候会有新闻宣布。”</p><h3 id=\"id_3415585353\">盘前行情</h3><p>英特尔盘前涨逾4%，消息面上，美国商务部3月20日宣布，美国政府与英特尔达成一份不具约束力的初步条款备忘录(PMT)，将根据美国《芯片与科学法案》向后者提供至多85亿美元直接资金和最高110亿美元贷款，支持后者在美国多州的半导体项目。</p><p><a href=\"https://laohu8.com/S/ZTO\">中通快递</a>盘前涨超4%，去年盈利同比增28%。</p><p><a href=\"https://laohu8.com/S/EH\">亿航智能</a>盘前涨逾5%，罗永浩今晚开售“空中的士”。据知情人士透露，此次交个朋友在淘宝直播间上架的链接定金为3.99万元，全价的折扣幅度更大。</p><p><a href=\"https://laohu8.com/S/CMG\">墨式烧烤</a>盘前涨超6%，董事会批准1:50的股票分割。</p><p>“AI妖股”<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>跌超2%，前一交易日收跌近9%。计划公开发行200万股普通股，每股定价875美元。</p><p><a href=\"https://laohu8.com/S/BA\">波音</a>盘前跌近2%，此前公司CFO称，波音正在采取“全面行动”加强质量，有意限制未来几个月的737型飞机产量。</p><h3 id=\"id_1154522510\">欧洲市场</h3><p>欧洲主要指数涨跌不一，德国DAX30涨0.27%，法国CAC40跌0.49%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2694a0037618322f13ac5c66aa5f43d7\" title=\"\" tg-width=\"1447\" tg-height=\"551\"/></p><h3 id=\"id_2405271039\">原油</h3><p>国际油价下跌，美油报82.11美元/桶，日内跌幅0.75%；布油现报86.78美元/桶，日内跌幅0.69%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76c519010397849b5892a0311c860e51\" title=\"\" tg-width=\"1437\" tg-height=\"97\"/></p><h3 id=\"id_89612189\">黄金</h3><p>现货黄金日内跌0.12%，报2,157.30美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ae74f61b9af8ee831f6164b7d0753b6\" title=\"\" 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/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"159632":"纳斯达克","NVDA":"英伟达","BK4007":"制药","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD",".DJI":"道琼斯","LU1720050803.USD":"安联全方位中国股票基金","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","ARTL":"Artelo Biosciences, Inc.",".IXIC":"NASDAQ Composite","PDD":"拼多多","03086":"华夏纳指","NDX":"纳斯达克100指数","HK0000934320.USD":"GF USD MONEY MARKET FUND CLASS C (USD) ACCUMULATION","HK0000369196.USD":"TAIKANG KAITAI OVERSEAS SHORT TENOR BOND FUND \"A\" (USD) ACC","HK0000369188.HKD":"TAIKANG KAITAI OVERSEAS SHORT TENOR BOND FUND \"A\" (HKD) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124780892","content_text":"摘要：美联储利率决议重磅来袭！市场聚焦美联储最新点阵图拼多多盘前涨近17%，Q4经调整净利润255亿元，同比增110%“小英伟达”Astera Labs今晚登陆纳斯达克消息称OpenAI计划在今年年中推出GPT-5英特尔盘前涨逾4%，在芯片法案中获得近200亿美元的激励资金未经通知使用出版商内容训练聊天机器人，谷歌在法国被罚2.5亿欧元3月20日，美股三大股指期货涨跌不一，截止发稿，道指期货跌0.06%，纳指期货涨0.30%，标普500指数期货涨0.07%。美联储利率决议重磅来袭！年内降息几次？今晚将水落石出美联储将于北京时间周四凌晨2:00公布最新利率决议与季度展望报告(SEP)，美联储主席鲍威尔则将于2:30举行例行的会后新闻发布会。目前，对于今晚的利率决议，唯一可以明确的一点是——美联储料将连续第五次会议，将联邦基金利率目标区间维持在5.25%至5.5%不变。美联储上一次加息还要追溯到去年7月份，这也是美联储在过去两年紧缩周期中的第11次加息行动。接受业内媒体调查的所有投行机构，都一致作出了美联储在今晚会议上将“按兵不动”的预测。然而，人们今晚视线的真正落足点，显然并不会停留于此。由于眼下美国面临的粘性通胀问题比预期更为棘手，美联储会发现自己正尤为需要在鹰派和鸽派之间保持微妙的平衡。作为季末的议息会议，投资者今晚将收获美联储新年的首份利率点阵图——关于美联储年内降息几次的悬念，有望在这张图上直接找到答案；而此外，美联储此前已经多次预告过，3月会议将正式讨论是否需要放缓或结束缩表的问题，这方面也料将成为今晚投资者的一大聚焦点。（相关阅读：年内降息几次？今夜，聚焦美联储最新点阵图）盘前要闻拼多多盘前涨近17%，Q4经调整净利润255亿元，同比增110%得益于旗下出海电商平台Temu的强劲表现，拼多多交出了一份远超华尔街预期的Q4业绩。财报显示，公司Q4营收888.8亿元人民币，远远超出市场预期的798.7亿元，同比增长123%；经营利润为223.95亿元，同比增长146%；经调整净利润为254.77亿元，同比增长110%；调整后每ADS收益17.32元，远超预期的11.28元，去年同期为8.34元。“小英伟达”Astera Labs今晚登陆纳斯达克被称为“小英伟达”的硅谷人工智能基础设施类独角兽企业Astera Labs计划于美东时间3月20日在纳斯达克全球精选市场上市，交易代码为ALAB，拟融资最多7.13亿美元。此次IPO定价为每股36美元，发售1980万股股票，市值约为55亿美元。Astera Labs成立于2017年，专注于提高数据中心内部不同软硬件之间的连接效率和速度，其产品帮助云服务提供商和企业客户优化数据传输和处理速度。未经通知使用出版商内容训练聊天机器人，谷歌在法国被罚2.5亿欧元格隆汇3月20日｜法国竞争监督机构周三对谷歌(GOOGL.US)罚款2.5亿欧元，原因是谷歌在与媒体出版商的关系中违反了欧盟知识产权规则。监管机构称，谷歌的聊天机器人Bard（现名Gemini）在未通知的情况下使用出版商和新闻机构的内容进行了训练。监管部门表示，作为和解程序的一部分，谷歌承诺不对事实提出异议。此次罚款与法国的一起网络内容版权纠纷有关，该案件是由包括法新社（AFP）在内的一些法国最大新闻机构的投诉引发的。2022年，谷歌对法国版权局开出的5亿欧元罚单放弃了上诉，这一纠纷似乎得到了解决。但在周三的声明中，监管机构称谷歌违反了和解协议中七项承诺中的四项，包括与出版商进行诚信谈判和提供透明信息。消息称OpenAI计划在今年年中推出GPT-5知情人士消息称，OpenAI计划在今年夏季发布GPT-5，性能大幅跃升，有望进一步推动OpenAI营收增长。知情人士透露，一些企业客户已经提前体验了GPT-5的新功能以及与之配套的ChatGPT Plus版功能。一位体验过GPT-5的CEO表示，“GPT-5真的很棒，有实质性的改进。”库克在中国首谈生成式AI，重申将在今年晚些时候宣布3月20日，苹果公司CEO蒂姆·库克现身上海。库克此次到访中国正值苹果Apple Store上海静安店即将于21日开业之际。当被问及“iPhone在AI上有何进展时”，库克表示，AI已经运用在了苹果产品的各方面，例如Apple Watch的摔倒检测以及iPhone的预测性文本输入等功能，都是由AI来完成驱动的。这也是其首度在中国谈及AI话题。库克同时重申，“苹果的生成式AI，在今年晚些时候会有新闻宣布。”盘前行情英特尔盘前涨逾4%，消息面上，美国商务部3月20日宣布，美国政府与英特尔达成一份不具约束力的初步条款备忘录(PMT)，将根据美国《芯片与科学法案》向后者提供至多85亿美元直接资金和最高110亿美元贷款，支持后者在美国多州的半导体项目。中通快递盘前涨超4%，去年盈利同比增28%。亿航智能盘前涨逾5%，罗永浩今晚开售“空中的士”。据知情人士透露，此次交个朋友在淘宝直播间上架的链接定金为3.99万元，全价的折扣幅度更大。墨式烧烤盘前涨超6%，董事会批准1:50的股票分割。“AI妖股”超微电脑跌超2%，前一交易日收跌近9%。计划公开发行200万股普通股，每股定价875美元。波音盘前跌近2%，此前公司CFO称，波音正在采取“全面行动”加强质量，有意限制未来几个月的737型飞机产量。欧洲市场欧洲主要指数涨跌不一，德国DAX30涨0.27%，法国CAC40跌0.49%。原油国际油价下跌，美油报82.11美元/桶，日内跌幅0.75%；布油现报86.78美元/桶，日内跌幅0.69%。黄金现货黄金日内跌0.12%，报2,157.30美元/盎司。","news_type":1,"symbols_score_info":{"159632":1,"NVDA":1,"03086":1,".DJI":1.1,"ARTL":1,"NQmain":1,"PDD":1,".IXIC":1,"NDX":1}},"isVote":1,"tweetType":1,"viewCount":3443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":658676678,"gmtCreate":1682633631395,"gmtModify":1682633633566,"author":{"id":"3502159813188635","authorId":"3502159813188635","name":"分散投资。留一手","avatar":"https://static.tigerbbs.com/3b2157ce8878c41dd9e968d8b1df981a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502159813188635","idStr":"3502159813188635"},"themes":[],"htmlText":"<a 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财报暴涨怎么变暴跌了？","images":[{"img":"https://static.tigerbbs.com/64b19729ade10eee6fb7ca8d235cc40d","width":"1080","height":"2388"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/658676678","isVote":1,"tweetType":1,"viewCount":7997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":658676814,"gmtCreate":1682633470538,"gmtModify":1682633473127,"author":{"id":"3502159813188635","authorId":"3502159813188635","name":"分散投资。留一手","avatar":"https://static.tigerbbs.com/3b2157ce8878c41dd9e968d8b1df981a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502159813188635","idStr":"3502159813188635"},"themes":[],"htmlText":"财报后暴涨怎么变暴跌了？","listText":"财报后暴涨怎么变暴跌了？","text":"财报后暴涨怎么变暴跌了？","images":[{"img":"https://static.tigerbbs.com/be0393372547f7b14f4fac7b937ba95e","width":"1080","height":"2388"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658676814","isVote":1,"tweetType":1,"viewCount":3518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":651145089,"gmtCreate":1681719243541,"gmtModify":1681719245055,"author":{"id":"3502159813188635","authorId":"3502159813188635","name":"分散投资。留一手","avatar":"https://static.tigerbbs.com/3b2157ce8878c41dd9e968d8b1df981a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502159813188635","idStr":"3502159813188635"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651145089","repostId":"651143521","repostType":1,"repost":{"id":651143521,"gmtCreate":1681716931664,"gmtModify":1681716939957,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3514329116425907","idStr":"3514329116425907"},"themes":[],"title":"【直播预告】最强火箭“星舰”今晚发射！一起围观见证历史！","htmlText":"\n \n \n  历经长达整整4年的各种测试、点火、试飞，SpaceX终于将迎来“星舰”(Starship)的第一次完全组合体发射。4月17日消息，马斯克旗下SpaceX公司计划于周一将其大型深空火箭星舰（Starship）发射升空，按照SpaceX的时间表， 星舰的发射窗口为北京时间周一（17日）20:00开始的150分钟内。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 今晚20：00见证历史：<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221763385801709597%22,%22type%22:1%7D\" target=\"_blank\">点击预约星舰发射直播</a>这是新发射系统的首次重大测试。如果成功，这将是马斯克将人类带到火星等遥远目的地的一个重要里程碑。据悉，此次星舰火箭(B7)、飞船(S24)、超重型助推器将构成真正完整版的星舰，进行轨道级飞行测试(OFT)，目标是低地轨道(LEO)，尝试绕地球飞行一圈，最后在夏威夷附近的太平洋上海上着陆。之后，星舰将转入综合飞行测试阶段。\n \n","listText":"历经长达整整4年的各种测试、点火、试飞，SpaceX终于将迎来“星舰”(Starship)的第一次完全组合体发射。4月17日消息，马斯克旗下SpaceX公司计划于周一将其大型深空火箭星舰（Starship）发射升空，按照SpaceX的时间表， 星舰的发射窗口为北京时间周一（17日）20:00开始的150分钟内。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 今晚20：00见证历史：<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221763385801709597%22,%22type%22:1%7D\" target=\"_blank\">点击预约星舰发射直播</a>这是新发射系统的首次重大测试。如果成功，这将是马斯克将人类带到火星等遥远目的地的一个重要里程碑。据悉，此次星舰火箭(B7)、飞船(S24)、超重型助推器将构成真正完整版的星舰，进行轨道级飞行测试(OFT)，目标是低地轨道(LEO)，尝试绕地球飞行一圈，最后在夏威夷附近的太平洋上海上着陆。之后，星舰将转入综合飞行测试阶段。","text":"历经长达整整4年的各种测试、点火、试飞，SpaceX终于将迎来“星舰”(Starship)的第一次完全组合体发射。4月17日消息，马斯克旗下SpaceX公司计划于周一将其大型深空火箭星舰（Starship）发射升空，按照SpaceX的时间表， 星舰的发射窗口为北京时间周一（17日）20:00开始的150分钟内。 $特斯拉(TSLA)$ 今晚20：00见证历史：点击预约星舰发射直播这是新发射系统的首次重大测试。如果成功，这将是马斯克将人类带到火星等遥远目的地的一个重要里程碑。据悉，此次星舰火箭(B7)、飞船(S24)、超重型助推器将构成真正完整版的星舰，进行轨道级飞行测试(OFT)，目标是低地轨道(LEO)，尝试绕地球飞行一圈，最后在夏威夷附近的太平洋上海上着陆。之后，星舰将转入综合飞行测试阶段。","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651143521","isVote":2,"tweetType":2,"object":{"id":"6d82f6c045d2479c8e9f578e32a73323","tweetId":"651143521","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/5dc5e1fc243791581454337759/4Kj8geM0l6AA.mp4","poster":"https://static.tigerbbs.com/15c8ff35d70af8aab1ca274da855639c"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":2665,"gmtBegin":1681730628976,"gmtEnd":1681816978097,"type":1,"upper":1,"title":"马斯克星舰即将首飞，这次会成功吗?","choices":[{"id":9819,"sort":1,"name":"成功","userSize":10,"voted":false},{"id":9820,"sort":2,"name":"失败","userSize":0,"voted":false}]},"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651197226,"gmtCreate":1681627419565,"gmtModify":1681627420932,"author":{"id":"3502159813188635","authorId":"3502159813188635","name":"分散投资。留一手","avatar":"https://static.tigerbbs.com/3b2157ce8878c41dd9e968d8b1df981a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502159813188635","idStr":"3502159813188635"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651197226","repostId":"651098610","repostType":1,"repost":{"id":651098610,"gmtCreate":1681312332630,"gmtModify":1710247955720,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667590215376","idStr":"3527667590215376"},"themes":[],"title":"机构手把手教你玩转微软财报，不花钱看涨策略再次出现","htmlText":"前两天复活节，机构大单不太活跃，直到昨天微软期权异动连续出现好几组颇具看点的策略，再次给出了相当明确的指引，对科技股近期走向很有指导性。对于微软价格走势，有好消息也有坏消息。好消息：几家机构一定程度上看涨微软。坏消息：一家机构重金看跌微软。你可能很急，为什么相反的结论能颇具看点，但先别急。一般的分裂性看法不足以让我拿出来分析，比如一些机构买入看涨期权，一些机构又买入看跌期权，这种异动出现就意味着机构对于基本面看法很分裂，或者其中有几家知道了一些不为人知的信息。如果恰好这种情况出现在财报季，那么对于普通投资者而言就别猜涨跌了，波动够大直接选择跨式策略即可。不过微软几组大单不属于这个范畴，逻辑之间有衔接，但不完全衔接：如上图所示，一共有四组大单，从下往上分别是：1、sell put 看涨策略：sell <a href=\"https://laohu8.com/OPT/MSFT%2020231117%20280.0%20PUT\">$MSFT 20231117 280.0 PUT$</a> 2、buy call 看涨策略：buy <a href=\"https://laohu8.com/OPT/MSFT%2020230721%20295.0%20CALL\">$MSFT 20230721 295.0 CALL$</a> 3、三腿对冲看涨策略（最理想）：buy <a href=\"https://laohu8.com/OPT/MSFT%2020230616%20300.0%20CALL\">$MSFT 20230616 300.0 CALL$</a> sell <a href=\"https://laohu8.com/OPT/MSFT%2020230616%20320.0%20CALL\">$MSFT 20230616 320.0 CALL$</a> sell","listText":"前两天复活节，机构大单不太活跃，直到昨天微软期权异动连续出现好几组颇具看点的策略，再次给出了相当明确的指引，对科技股近期走向很有指导性。对于微软价格走势，有好消息也有坏消息。好消息：几家机构一定程度上看涨微软。坏消息：一家机构重金看跌微软。你可能很急，为什么相反的结论能颇具看点，但先别急。一般的分裂性看法不足以让我拿出来分析，比如一些机构买入看涨期权，一些机构又买入看跌期权，这种异动出现就意味着机构对于基本面看法很分裂，或者其中有几家知道了一些不为人知的信息。如果恰好这种情况出现在财报季，那么对于普通投资者而言就别猜涨跌了，波动够大直接选择跨式策略即可。不过微软几组大单不属于这个范畴，逻辑之间有衔接，但不完全衔接：如上图所示，一共有四组大单，从下往上分别是：1、sell put 看涨策略：sell <a href=\"https://laohu8.com/OPT/MSFT%2020231117%20280.0%20PUT\">$MSFT 20231117 280.0 PUT$</a> 2、buy call 看涨策略：buy <a href=\"https://laohu8.com/OPT/MSFT%2020230721%20295.0%20CALL\">$MSFT 20230721 295.0 CALL$</a> 3、三腿对冲看涨策略（最理想）：buy <a href=\"https://laohu8.com/OPT/MSFT%2020230616%20300.0%20CALL\">$MSFT 20230616 300.0 CALL$</a> sell <a href=\"https://laohu8.com/OPT/MSFT%2020230616%20320.0%20CALL\">$MSFT 20230616 320.0 CALL$</a> sell","text":"前两天复活节，机构大单不太活跃，直到昨天微软期权异动连续出现好几组颇具看点的策略，再次给出了相当明确的指引，对科技股近期走向很有指导性。对于微软价格走势，有好消息也有坏消息。好消息：几家机构一定程度上看涨微软。坏消息：一家机构重金看跌微软。你可能很急，为什么相反的结论能颇具看点，但先别急。一般的分裂性看法不足以让我拿出来分析，比如一些机构买入看涨期权，一些机构又买入看跌期权，这种异动出现就意味着机构对于基本面看法很分裂，或者其中有几家知道了一些不为人知的信息。如果恰好这种情况出现在财报季，那么对于普通投资者而言就别猜涨跌了，波动够大直接选择跨式策略即可。不过微软几组大单不属于这个范畴，逻辑之间有衔接，但不完全衔接：如上图所示，一共有四组大单，从下往上分别是：1、sell put 看涨策略：sell $MSFT 20231117 280.0 PUT$ 2、buy call 看涨策略：buy $MSFT 20230721 295.0 CALL$ 3、三腿对冲看涨策略（最理想）：buy $MSFT 20230616 300.0 CALL$ sell $MSFT 20230616 320.0 CALL$ sell","images":[{"img":"https://static.tigerbbs.com/245bce7ae6be3d9f69985502d6737205","width":"2404","height":"622"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651098610","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5027,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653249619,"gmtCreate":1681060268331,"gmtModify":1681060269702,"author":{"id":"3502159813188635","authorId":"3502159813188635","name":"分散投资。留一手","avatar":"https://static.tigerbbs.com/3b2157ce8878c41dd9e968d8b1df981a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502159813188635","idStr":"3502159813188635"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653249619","repostId":"2325329889","repostType":2,"repost":{"id":"2325329889","kind":"news","pubTimestamp":1680761331,"share":"https://www.laohu8.com/m/news/2325329889?lang=zh_CN&edition=full","pubTime":"2023-04-06 14:08","market":"us","language":"zh","title":"马斯克弟弟又精准逃顶？周一抛售特斯拉10万股，套现近2000万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2325329889","media":"新浪财经","summary":"在周末发布第一季度季度交付量后，特斯拉股价周一收盘大跌6.12%，至194.77美元，此后两天进一步下跌， 周三下跌3.67%，收于185.52美元。即使在周一的抛售之后，金巴尔·马斯克仍然持有160万8720股特斯拉股票。他表示，金巴尔上一次在2021年11月5日开始的六个月内出售价值1.088亿美元的股票时，特斯拉的股价下跌了近一半，从407美元降至209美元。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20230406142618128d1976qd42es02xw\"/><p>根据最新公布的监管文件，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克的兄弟金巴尔·马斯克周一在一系列交易中出售了10万股特斯拉股票。</p><p>金巴尔·马斯克此次出售是根据他于2022年12月8日获得通过的10b5-1交易计划行使股票期权后进行，行权价为24.73美元。</p><p>由于最早的交易日期和报告数据都是4月3日，所有10万股是在同一天卖出的，共分11笔。在周末发布第一季度季度交付量后，特斯拉股价周一收盘大跌6.12%，至194.77美元，此后两天进一步下跌， 周三下跌3.67%，收于185.52美元。</p><p>金巴尔·马斯克进行的11笔交易的加权平均股价约为195.74美元，给他带来了约1957万美元的收益。</p><p>这些期权是作为2018年奖励的一部分授予金巴尔的，在转换后，这些股票将根据此前达成的10b5-1交易计划出售。公司高管通常在行使股票期权的同时出售股票，以支付与期权授予相关的税收费用。</p><p>即使在周一的抛售之后，金巴尔·马斯克仍然持有160万8720股特斯拉股票。</p><p>但特斯拉空头戈登·约翰逊（Gordon Johnson）对金巴尔的此次出售持有不同看法。他表示，金巴尔上一次在2021年11月5日开始的六个月内出售价值1.088亿美元的股票时，特斯拉的股价下跌了近一半，从407美元降至209美元。</p><p>责任编辑：于健 SF069</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克弟弟又精准逃顶？周一抛售特斯拉10万股，套现近2000万美元</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{ 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马斯克弟弟又精准逃顶？周一抛售特斯拉10万股，套现近2000万美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-06 14:08 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202304061426198276a095&s=b><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据最新公布的监管文件，特斯拉CEO埃隆·马斯克的兄弟金巴尔·马斯克周一在一系列交易中出售了10万股特斯拉股票。金巴尔·马斯克此次出售是根据他于2022年12月8日获得通过的10b5-1交易计划行使股票期权后进行，行权价为24.73美元。由于最早的交易日期和报告数据都是4月3日，所有10万股是在同一天卖出的，共分11笔。在周末发布第一季度季度交付量后，特斯拉股价周一收盘大跌6.12%，至...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202304061426198276a095&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc 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07:06","market":"us","language":"zh","title":"三年以来首次美元债！亚马逊拟通过美国债券发行筹集约150亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2584627783","media":"华尔街见闻","summary":"随着人工智能相关计算需求迅速扩大，大型科技企业正转向大规模发行债务，以为耗资数百亿美元的基础设施扩张计划提供资金。","content":"<html><head></head><body><blockquote><p>随着人工智能相关计算需求迅速扩大，大型科技企业正转向大规模发行债务，以为耗资数百亿美元的基础设施扩张计划提供资金。</p></blockquote><p style=\"text-align: justify;\"><strong>媒体周一报道称，亚马逊正计划通过公司债市场筹集约120亿美元，这是这家科技巨头近三年来首次发行以美元计价的债券。</strong>监管文件显示，亚马逊当天早些时候递交了发行六部分债券的申请。</p><p>监管文件显示，亚马逊当天早些时候递交了发行六部分债券的申请，但未披露发行规模。此后报道称，亚马逊此次发行美元债券<strong>筹集了150亿美元</strong>，比最初预期规模高30亿美元。</p><p style=\"text-align: justify;\">据媒体报道，此次发行中期限最长的40年期债券部分，其初步利差讨论为较同期限美国国债高出约1.15个百分点。亚马逊此次发行债券所得可能用于并购、资本支出以及股份回购等多种用途。</p><p style=\"text-align: justify;\">随着大型科技公司加大投资以保持在人工智能竞赛中的领先地位，亚马逊正加大人工智能相关投入，其今年的资本支出预计将达到约1250亿美元，且明年还会进一步增加。</p><p style=\"text-align: justify;\">亚马逊近期宣布与OpenAI达成一项价值380亿美元的交易，这将为其在云业务领域带来重大助力，此前该业务在竞争中落后于微软和谷歌。</p><p style=\"text-align: justify;\">随着人工智能相关计算需求迅速扩大，大型科技企业正转向大规模发行债务，以为耗资数百亿美元的基础设施扩张计划提供资金：</p><ul style=\"\"><li><p>上个月，Meta宣布计划进行高达300亿美元的最大规模债券发行。</p></li><li><p>另据报道，云基础设施和软件公司甲骨文（Oracle）也计划通过债券市场筹集150亿美元。</p></li><li><p>根据摩根士丹利的估算，包括Meta、Amazon和Alphabet在内的大型科技公司预计今年将在AI基础设施上支出约4000亿美元。</p></li><li><p>美国无线运营商Verizon据称也在寻求发行约100亿美元债券，以为其对Frontier的200亿美元收购融资。</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>三年以来首次美元债！亚马逊拟通过美国债券发行筹集约150亿美元</title>\n<style 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href=\"https://wallstreetcn.com/articles/3759563\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3473f757d00eee50292777a0505620c4","relate_stocks":{"IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","AMZN":"亚马逊","BK4598":"佩洛西持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","SG9999001077.SGD":"United International Growth Fund 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ACC"},"source_url":"https://wallstreetcn.com/articles/3759563","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2584627783","content_text":"随着人工智能相关计算需求迅速扩大，大型科技企业正转向大规模发行债务，以为耗资数百亿美元的基础设施扩张计划提供资金。媒体周一报道称，亚马逊正计划通过公司债市场筹集约120亿美元，这是这家科技巨头近三年来首次发行以美元计价的债券。监管文件显示，亚马逊当天早些时候递交了发行六部分债券的申请。监管文件显示，亚马逊当天早些时候递交了发行六部分债券的申请，但未披露发行规模。此后报道称，亚马逊此次发行美元债券筹集了150亿美元，比最初预期规模高30亿美元。据媒体报道，此次发行中期限最长的40年期债券部分，其初步利差讨论为较同期限美国国债高出约1.15个百分点。亚马逊此次发行债券所得可能用于并购、资本支出以及股份回购等多种用途。随着大型科技公司加大投资以保持在人工智能竞赛中的领先地位，亚马逊正加大人工智能相关投入，其今年的资本支出预计将达到约1250亿美元，且明年还会进一步增加。亚马逊近期宣布与OpenAI达成一项价值380亿美元的交易，这将为其在云业务领域带来重大助力，此前该业务在竞争中落后于微软和谷歌。随着人工智能相关计算需求迅速扩大，大型科技企业正转向大规模发行债务，以为耗资数百亿美元的基础设施扩张计划提供资金：上个月，Meta宣布计划进行高达300亿美元的最大规模债券发行。另据报道，云基础设施和软件公司甲骨文（Oracle）也计划通过债券市场筹集150亿美元。根据摩根士丹利的估算，包括Meta、Amazon和Alphabet在内的大型科技公司预计今年将在AI基础设施上支出约4000亿美元。美国无线运营商Verizon据称也在寻求发行约100亿美元债券，以为其对Frontier的200亿美元收购融资。","news_type":1,"symbols_score_info":{"AMZN":1.5}},"isVote":1,"tweetType":1,"viewCount":713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}