Mengxin的个人主页 - 老虎社区

Mengxin

Mengxin

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IP属地：陕西

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1主题

0勋章

09-25 11:27

$万国数据-SW(09698)$

09-24 12:27

没有，还亏着。翻倍哪有那么容易

09-23 15:26

nvida卖显卡投入你不担忧，人家加大点ai投入你各种担忧，你担忧个毛线

异动解读 | 百度股价盘中暴跌6.78%，AI投入加大引发市场担忧

09-20

$优必选(09880)$ 搞一点

09-20

买基金指数。现在的股票还亏着，指数都30%+了

09-18

三花吧，毕竟是T链的tier1，有实力，干就是了

09-12

这篇文章不错，转发给大家看看

美股成交额TOP20｜阿里巴巴大涨8%，AI芯片取得新突破；特斯拉涨超6%，Model Y L市场需求旺盛

08-20

空手套白狼的游戏真的是玩的溜溜的

英特尔只是前菜，美国考虑将“补贴换股权”拓展到其他芯片公司

07-24

$中国中免(01880)$ 哈哈，63.5卖了，[流泪]

07-24

$中国中免(01880)$

07-22

$中国中免(01880)$

2021-02-20

这篇文章不错，转发给大家看看

抱歉，原内容已删除

去老虎APP查看更多动态

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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读 | 百度股价盘中暴跌6.78%，AI投入加大引发市场担忧\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-09-23 10:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月23日周二上午，<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>股价出现大幅下跌，截至10时07分，跌幅已达6.78%。这一跌势是早盘9时30分3.32%跌幅的延续和加剧，引发市场广泛关注。</p>\n\n<p>近期，百度在人工智能（AI）领域动作频频。公司正在多个城市和院校进行校园招聘，计划发放约4,000份录取书，其中90%以上是AI相关职位。同时，百度搜索刚刚推出了AI伴学产品，旨在利用AI技术提升教育体验。这些举措显示出百度在AI领域的持续投入和扩张。</p>\n\n<p>然而，大规模的AI投入也引发了市场对公司短期盈利能力的担忧。虽然AI被视为未来增长的关键驱动力，但前期的大额投入可能会对公司的财务状况造成压力。此外，百度近期在境外发行点心债和零息可转债，虽然有利于优化债务结构和降低融资成本，但也增加了公司的债务水平。</p>\n\n<p>分析人士指出，尽管百度在AI领域的布局有望为公司带来长期价值，但短期内可能面临盈利压力。投资者可能正在权衡AI投入带来的长期收益与短期财务影响，导致股价出现波动。市场将密切关注百度未来的财务表现和AI业务进展，以评估公司的发展战略是否能够转化为实际的业绩增长。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09888":"百度集团-SW"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177211982","content_text":"9月23日周二上午，百度集团-SW股价出现大幅下跌，截至10时07分，跌幅已达6.78%。这一跌势是早盘9时30分3.32%跌幅的延续和加剧，引发市场广泛关注。\n近期，百度在人工智能（AI）领域动作频频。公司正在多个城市和院校进行校园招聘，计划发放约4,000份录取书，其中90%以上是AI相关职位。同时，百度搜索刚刚推出了AI伴学产品，旨在利用AI技术提升教育体验。这些举措显示出百度在AI领域的持续投入和扩张。\n然而，大规模的AI投入也引发了市场对公司短期盈利能力的担忧。虽然AI被视为未来增长的关键驱动力，但前期的大额投入可能会对公司的财务状况造成压力。此外，百度近期在境外发行点心债和零息可转债，虽然有利于优化债务结构和降低融资成本，但也增加了公司的债务水平。\n分析人士指出，尽管百度在AI领域的布局有望为公司带来长期价值，但短期内可能面临盈利压力。投资者可能正在权衡AI投入带来的长期收益与短期财务影响，导致股价出现波动。市场将密切关注百度未来的财务表现和AI业务进展，以评估公司的发展战略是否能够转化为实际的业绩增长。","news_type":1,"symbols_score_info":{"09888":1}},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480541822922808,"gmtCreate":1758343621571,"gmtModify":1758343633734,"author":{"id":"3515926975057510","authorId":"3515926975057510","name":"Mengxin","avatar":"https://static.tigerbbs.com/056505b2f7227d62c4611873c3b6a007","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515926975057510","authorIdStr":"3515926975057510"},"themes":[],"htmlText":"<a 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搞一点","images":[{"img":"https://static.tigerbbs.com/9a58c7acd7b9c302d64e39614ab4fc64","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480541822922808","isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":480499623248720,"gmtCreate":1758333265272,"gmtModify":1758333267817,"author":{"id":"3515926975057510","authorId":"3515926975057510","name":"Mengxin","avatar":"https://static.tigerbbs.com/056505b2f7227d62c4611873c3b6a007","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515926975057510","authorIdStr":"3515926975057510"},"themes":[],"htmlText":"买基金指数。现在的股票还亏着，指数都30%+了","listText":"买基金指数。现在的股票还亏着，指数都30%+了","text":"买基金指数。现在的股票还亏着，指数都30%+了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480499623248720","isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479888916103464,"gmtCreate":1758184486654,"gmtModify":1758184489083,"author":{"id":"3515926975057510","authorId":"3515926975057510","name":"Mengxin","avatar":"https://static.tigerbbs.com/056505b2f7227d62c4611873c3b6a007","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515926975057510","authorIdStr":"3515926975057510"},"themes":[],"htmlText":"三花吧，毕竟是T链的tier1，有实力，干就是了","listText":"三花吧，毕竟是T链的tier1，有实力，干就是了","text":"三花吧，毕竟是T链的tier1，有实力，干就是了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479888916103464","isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477698186788904,"gmtCreate":1757635495286,"gmtModify":1757635496855,"author":{"id":"3515926975057510","authorId":"3515926975057510","name":"Mengxin","avatar":"https://static.tigerbbs.com/056505b2f7227d62c4611873c3b6a007","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515926975057510","authorIdStr":"3515926975057510"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477698186788904","repostId":"2566191460","repostType":4,"repost":{"id":"2566191460","kind":"news","pubTimestamp":1757624400,"share":"https://www.laohu8.com/m/news/2566191460?lang=&edition=full","pubTime":"2025-09-12 05:00","market":"us","language":"zh","title":"美股成交额TOP20｜阿里巴巴大涨8%，AI芯片取得新突破；特斯拉涨超6%，Model Y L市场需求旺盛","url":"https://stock-news.laohu8.com/highlight/detail?id=2566191460","media":"环球市场播报","summary":"周四美股成交额第1名特斯拉收高6.04%，成交370.59亿美元。周四黎巴嫩内阁批准与马斯克旗下的星链公司达成的协议。　　此外9月11日，在特斯拉官网上，目前预定Model Y L，显示的预计交付时间是11月份，这也就意味着10月份可供销售的Model Y L已经售罄，有购买意向的消费者，只能购买11月份及之后生产的。有消息称在上周已交付了900辆，日均150辆。此前一个交易日该股价收于历史高点。受此推动，美光股价创2024年6月以来新高。","content":"<html><head></head><body><p>周四美股成交额第1名<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>收高6.04%，成交370.59亿美元。周四黎巴嫩内阁批准与马斯克旗下的星链公司达成的协议。</p><p>此外9月11日，在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>官网上，目前预定Model Y L，显示的预计交付时间是11月份，这也就意味着10月份可供销售的Model Y L已经售罄，有购买意向的消费者，只能购买11月份及之后生产的。</p><p>Model Y L于本月2日正式开始交付。有消息称在上周已交付了900辆，日均150辆。</p><p>第2名<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>收跌0.08%，成交265.66亿美元。周四有消息称，<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>已开始批量出货<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>Blackwell Ultra。</p><p>第3名<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>收跌6.23%，成交218.58亿美元。此前一个交易日该股价收于历史高点。而导致股价下跌的原因是一份分析师报告表达了担忧，称该公司未来的增长大部分将来自单一客户——OpenAI。</p><p>本周，这家软件供应商的股价经历了剧烈波动。该公司首席执行官萨夫拉-卡茨周二表示，<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>在最近一个季度 “与三个不同客户签订了四份数十亿美元的合同”。公司的剩余履约义务（一项衡量尚未确认的合同收入的指标）飙升至4550亿美元，同比增长359%。</p><p>但周三有报道称，OpenAI将在五年内向甲骨文公司支付3000亿美元，这一消息给围绕甲骨文业绩预测的乐观情绪泼了冷水。此前，OpenAI在该季度宣布与甲骨文达成协议，将在美国建设4.5吉瓦容量的数据中心。</p><p>“有报道称甲骨文的未完成订单几乎完全来自OpenAI，这让我们对其未完成订单公告的热情大打折扣，” 对甲骨文股票给予中性评级的分析师吉尔-卢里亚在周四发给客户的报告中写道。</p><p>第4名<a href=\"https://laohu8.com/S/AAPL\">苹果</a>收高1.43%，成交114.54亿美元。<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司周四被两家机构下调评级，成为市场对这家iPhone制造商持谨慎态度的最新迹象。今年以来，苹果表现大幅落后于其他大型科技股。随着评级下调，苹果的“推荐一致性”（即买入、持有和卖出评级的比例指标）已降至3.9（满分为5分），创2020年初以来最低水平。在彭博追踪的分析师中，仅有55%的人推荐买入该股，在大型科技股中属极低水平。相比之下，英伟达、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>均超过90%。</p><p>第5名<a href=\"https://laohu8.com/S/AVGO\">博通</a>收跌2.69%，成交105.4亿美元。周四早盘该股一度创历史新高。</p><p>第6名<a href=\"https://laohu8.com/S/OPEN\">Opendoor</a>收高79.52%，成交93.28亿美元。消息面上，Opendoor委任Kaz Nejatian为新任首席执行官，联合创始人Keith Rabois将重返董事会。在投资者的压力下，Carrie Wheeler于上月辞去Opendoor首席执行官职务。</p><p>第9名<a href=\"https://laohu8.com/S/MU\">美光科技</a>收高7.55%，成交79.62亿美元。<a href=\"https://laohu8.com/S/C\">花旗</a>将<a href=\"https://laohu8.com/S/MU\">美光科技</a>目标价上调至175美元，此前为150美元。受此推动，美光股价创2024年6月以来新高。</p><p>第11名<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>收高8%，成交75.22亿美元。在外卖上站稳脚跟后，<a href=\"https://laohu8.com/S/09988\">阿里</a>对标<a href=\"https://laohu8.com/S/MPNGY\">美团</a>的点评业务，推出“高德扫街榜”。</p><p>9月10日，<a href=\"https://laohu8.com/S/BABA\">阿里</a>旗下高德地图宣布推出全球首个基于用户行为产生的榜单“高德扫街榜”，高德同时启动“烟火好店支持计划”，通过发放超10亿补贴等措施，鼓励用户到店消费，希望每天能为线下餐饮及其他服务业多带去1000万客流。</p><p>当日，高德扫街榜在高德APP首页位置呈现，打开扫街榜，用户会看到对应不同类型行为的排行榜，有体现远距离专程前往的“轮胎磨损榜”，有体现多次前往的“回头客榜”，还有本地人爱去、城市特色体验、高分烟火小店等多类排名，每个分类都会根据动态数据每日更新。</p><p>同时，该媒体引用知情人士的话，称阿里巴巴在今年较早时开始使用其自主研发的芯片来训练人工智能模型。</p><p>第14名<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>收跌3.54%，成交68.31亿美元。该公司9月10日表示，其首席产品官Eunice Kim将离职，首席技术官Elizabeth Stone将暂时担任该职务。</p><p>Kim于2021年加入奈飞，领导消费者产品创新团队。2023年，其被任命为首席产品官。</p><p>第16名<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>收高12.98%，部分挽回了昨日的巨大跌幅，成交64.67亿美元。该股周三收盘暴跌35%。<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>是全球领先的EDA及半导体IP提供商，业务覆盖芯片设计自动化领域。<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>维持新思科技“买入”评级，尽管目标价下调，反映机构长期信心。</p><p>第19名华纳兄弟探索频道收高28.95%，成交44.98亿美元。周四有市场传闻称，某同业公司正策划对其发起明显的收购行动。</p></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股成交额TOP20｜阿里巴巴大涨8%，AI芯片取得新突破；特斯拉涨超6%，Model Y L市场需求旺盛</title>\n<style 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L于本月2日正式开始交付。有消息称在上周已交付了900辆，日均150...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-09-12/doc-infqekxt1111366.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/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"09988":"阿里巴巴-W","TSLA":"特斯拉","BABA":"阿里巴巴"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-09-12/doc-infqekxt1111366.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2566191460","content_text":"周四美股成交额第1名特斯拉收高6.04%，成交370.59亿美元。周四黎巴嫩内阁批准与马斯克旗下的星链公司达成的协议。此外9月11日，在特斯拉官网上，目前预定Model Y L，显示的预计交付时间是11月份，这也就意味着10月份可供销售的Model Y L已经售罄，有购买意向的消费者，只能购买11月份及之后生产的。Model Y L于本月2日正式开始交付。有消息称在上周已交付了900辆，日均150辆。第2名英伟达收跌0.08%，成交265.66亿美元。周四有消息称，超微电脑已开始批量出货英伟达Blackwell Ultra。第3名甲骨文收跌6.23%，成交218.58亿美元。此前一个交易日该股价收于历史高点。而导致股价下跌的原因是一份分析师报告表达了担忧，称该公司未来的增长大部分将来自单一客户——OpenAI。本周，这家软件供应商的股价经历了剧烈波动。该公司首席执行官萨夫拉-卡茨周二表示，甲骨文在最近一个季度 “与三个不同客户签订了四份数十亿美元的合同”。公司的剩余履约义务（一项衡量尚未确认的合同收入的指标）飙升至4550亿美元，同比增长359%。但周三有报道称，OpenAI将在五年内向甲骨文公司支付3000亿美元，这一消息给围绕甲骨文业绩预测的乐观情绪泼了冷水。此前，OpenAI在该季度宣布与甲骨文达成协议，将在美国建设4.5吉瓦容量的数据中心。“有报道称甲骨文的未完成订单几乎完全来自OpenAI，这让我们对其未完成订单公告的热情大打折扣，” 对甲骨文股票给予中性评级的分析师吉尔-卢里亚在周四发给客户的报告中写道。第4名苹果收高1.43%，成交114.54亿美元。苹果公司周四被两家机构下调评级，成为市场对这家iPhone制造商持谨慎态度的最新迹象。今年以来，苹果表现大幅落后于其他大型科技股。随着评级下调，苹果的“推荐一致性”（即买入、持有和卖出评级的比例指标）已降至3.9（满分为5分），创2020年初以来最低水平。在彭博追踪的分析师中，仅有55%的人推荐买入该股，在大型科技股中属极低水平。相比之下，英伟达、微软和亚马逊均超过90%。第5名博通收跌2.69%，成交105.4亿美元。周四早盘该股一度创历史新高。第6名Opendoor收高79.52%，成交93.28亿美元。消息面上，Opendoor委任Kaz Nejatian为新任首席执行官，联合创始人Keith Rabois将重返董事会。在投资者的压力下，Carrie Wheeler于上月辞去Opendoor首席执行官职务。第9名美光科技收高7.55%，成交79.62亿美元。花旗将美光科技目标价上调至175美元，此前为150美元。受此推动，美光股价创2024年6月以来新高。第11名阿里巴巴收高8%，成交75.22亿美元。在外卖上站稳脚跟后，阿里对标美团的点评业务，推出“高德扫街榜”。9月10日，阿里旗下高德地图宣布推出全球首个基于用户行为产生的榜单“高德扫街榜”，高德同时启动“烟火好店支持计划”，通过发放超10亿补贴等措施，鼓励用户到店消费，希望每天能为线下餐饮及其他服务业多带去1000万客流。当日，高德扫街榜在高德APP首页位置呈现，打开扫街榜，用户会看到对应不同类型行为的排行榜，有体现远距离专程前往的“轮胎磨损榜”，有体现多次前往的“回头客榜”，还有本地人爱去、城市特色体验、高分烟火小店等多类排名，每个分类都会根据动态数据每日更新。同时，该媒体引用知情人士的话，称阿里巴巴在今年较早时开始使用其自主研发的芯片来训练人工智能模型。第14名奈飞收跌3.54%，成交68.31亿美元。该公司9月10日表示，其首席产品官Eunice Kim将离职，首席技术官Elizabeth Stone将暂时担任该职务。Kim于2021年加入奈飞，领导消费者产品创新团队。2023年，其被任命为首席产品官。第16名新思科技收高12.98%，部分挽回了昨日的巨大跌幅，成交64.67亿美元。该股周三收盘暴跌35%。新思科技是全球领先的EDA及半导体IP提供商，业务覆盖芯片设计自动化领域。摩根士丹利维持新思科技“买入”评级，尽管目标价下调，反映机构长期信心。第19名华纳兄弟探索频道收高28.95%，成交44.98亿美元。周四有市场传闻称，某同业公司正策划对其发起明显的收购行动。","news_type":1,"symbols_score_info":{"09988":1.1,"BABA":1.5,"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469461109112872,"gmtCreate":1755645585291,"gmtModify":1755645587053,"author":{"id":"3515926975057510","authorId":"3515926975057510","name":"Mengxin","avatar":"https://static.tigerbbs.com/056505b2f7227d62c4611873c3b6a007","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515926975057510","authorIdStr":"3515926975057510"},"themes":[],"htmlText":"空手套白狼的游戏真的是玩的溜溜的","listText":"空手套白狼的游戏真的是玩的溜溜的","text":"空手套白狼的游戏真的是玩的溜溜的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/469461109112872","repostId":"1156279163","repostType":4,"repost":{"id":"1156279163","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":1755644037,"share":"https://www.laohu8.com/m/news/1156279163?lang=&edition=full","pubTime":"2025-08-20 06:53","market":"us","language":"zh","title":"英特尔只是前菜，美国考虑将“补贴换股权”拓展到其他芯片公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1156279163","media":"老虎资讯综合","summary":"据外媒援引两名消息人士透露，美国商务部长卢特尼克正研究联邦政府入股受芯片法案资助下，在美国建厂的芯片制造商。这一举措是在此前计划的基础上延伸：美国拟以现金补助换取英特尔的部分股权。一名白宫官员及一位知情人士称，卢特尼克正探讨美国如何在向美光科技(MU.O)、台积电(TSM.N)和三星等企业提供芯片法案资金的同时，获取它们的股权。目前大部分资金尚未拨付。","content":"<html><head></head><body><p>据外媒援引两名消息人士透露，美国商务部长卢特尼克正研究联邦政府入股受芯片法案资助下，在美国建厂的芯片制造商。这一举措是在此前计划的基础上延伸：美国拟以现金补助换取英特尔的部分股权。一名白宫官员及一位知情人士称，卢特尼克正探讨美国如何在向美光科技、台积电和三星等企业提供芯片法案资金的同时，获取它们的股权。目前大部分资金尚未拨付。</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>英特尔只是前菜，美国考虑将“补贴换股权”拓展到其他芯片公司</title>\n<style 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06:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据外媒援引两名消息人士透露，美国商务部长卢特尼克正研究联邦政府入股受芯片法案资助下，在美国建厂的芯片制造商。这一举措是在此前计划的基础上延伸：美国拟以现金补助换取英特尔的部分股权。一名白宫官员及一位知情人士称，卢特尼克正探讨美国如何在向美光科技、台积电和三星等企业提供芯片法案资金的同时，获取它们的股权。目前大部分资金尚未拨付。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1293191548f9afb9db1cb74720849702","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156279163","content_text":"据外媒援引两名消息人士透露，美国商务部长卢特尼克正研究联邦政府入股受芯片法案资助下，在美国建厂的芯片制造商。这一举措是在此前计划的基础上延伸：美国拟以现金补助换取英特尔的部分股权。一名白宫官员及一位知情人士称，卢特尼克正探讨美国如何在向美光科技、台积电和三星等企业提供芯片法案资金的同时，获取它们的股权。目前大部分资金尚未拨付。","news_type":1,"symbols_score_info":{"INTC":1.1}},"isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460236048666864,"gmtCreate":1753371355850,"gmtModify":1753372835228,"author":{"id":"3515926975057510","authorId":"3515926975057510","name":"Mengxin","avatar":"https://static.tigerbbs.com/056505b2f7227d62c4611873c3b6a007","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515926975057510","authorIdStr":"3515926975057510"},"themes":[],"htmlText":"<a 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读 | 百度股价盘中暴跌6.78%，AI投入加大引发市场担忧\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-09-23 10:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月23日周二上午，<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>股价出现大幅下跌，截至10时07分，跌幅已达6.78%。这一跌势是早盘9时30分3.32%跌幅的延续和加剧，引发市场广泛关注。</p>\n\n<p>近期，百度在人工智能（AI）领域动作频频。公司正在多个城市和院校进行校园招聘，计划发放约4,000份录取书，其中90%以上是AI相关职位。同时，百度搜索刚刚推出了AI伴学产品，旨在利用AI技术提升教育体验。这些举措显示出百度在AI领域的持续投入和扩张。</p>\n\n<p>然而，大规模的AI投入也引发了市场对公司短期盈利能力的担忧。虽然AI被视为未来增长的关键驱动力，但前期的大额投入可能会对公司的财务状况造成压力。此外，百度近期在境外发行点心债和零息可转债，虽然有利于优化债务结构和降低融资成本，但也增加了公司的债务水平。</p>\n\n<p>分析人士指出，尽管百度在AI领域的布局有望为公司带来长期价值，但短期内可能面临盈利压力。投资者可能正在权衡AI投入带来的长期收益与短期财务影响，导致股价出现波动。市场将密切关注百度未来的财务表现和AI业务进展，以评估公司的发展战略是否能够转化为实际的业绩增长。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09888":"百度集团-SW"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177211982","content_text":"9月23日周二上午，百度集团-SW股价出现大幅下跌，截至10时07分，跌幅已达6.78%。这一跌势是早盘9时30分3.32%跌幅的延续和加剧，引发市场广泛关注。\n近期，百度在人工智能（AI）领域动作频频。公司正在多个城市和院校进行校园招聘，计划发放约4,000份录取书，其中90%以上是AI相关职位。同时，百度搜索刚刚推出了AI伴学产品，旨在利用AI技术提升教育体验。这些举措显示出百度在AI领域的持续投入和扩张。\n然而，大规模的AI投入也引发了市场对公司短期盈利能力的担忧。虽然AI被视为未来增长的关键驱动力，但前期的大额投入可能会对公司的财务状况造成压力。此外，百度近期在境外发行点心债和零息可转债，虽然有利于优化债务结构和降低融资成本，但也增加了公司的债务水平。\n分析人士指出，尽管百度在AI领域的布局有望为公司带来长期价值，但短期内可能面临盈利压力。投资者可能正在权衡AI投入带来的长期收益与短期财务影响，导致股价出现波动。市场将密切关注百度未来的财务表现和AI业务进展，以评估公司的发展战略是否能够转化为实际的业绩增长。","news_type":1,"symbols_score_info":{"09888":1}},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469461109112872,"gmtCreate":1755645585291,"gmtModify":1755645587053,"author":{"id":"3515926975057510","authorId":"3515926975057510","name":"Mengxin","avatar":"https://static.tigerbbs.com/056505b2f7227d62c4611873c3b6a007","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515926975057510","authorIdStr":"3515926975057510"},"themes":[],"htmlText":"空手套白狼的游戏真的是玩的溜溜的","listText":"空手套白狼的游戏真的是玩的溜溜的","text":"空手套白狼的游戏真的是玩的溜溜的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/469461109112872","repostId":"1156279163","repostType":4,"repost":{"id":"1156279163","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":1755644037,"share":"https://www.laohu8.com/m/news/1156279163?lang=&edition=full","pubTime":"2025-08-20 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搞一点","listText":"<a href=\"https://laohu8.com/S/09880\">$优必选(09880)$&nbsp;</a> 搞一点","text":"$优必选(09880)$ 搞一点","images":[{"img":"https://static.tigerbbs.com/9a58c7acd7b9c302d64e39614ab4fc64","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480541822922808","isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":480499623248720,"gmtCreate":1758333265272,"gmtModify":1758333267817,"author":{"id":"3515926975057510","authorId":"3515926975057510","name":"Mengxin","avatar":"https://static.tigerbbs.com/056505b2f7227d62c4611873c3b6a007","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515926975057510","authorIdStr":"3515926975057510"},"themes":[],"htmlText":"买基金指数。现在的股票还亏着，指数都30%+了","listText":"买基金指数。现在的股票还亏着，指数都30%+了","text":"买基金指数。现在的股票还亏着，指数都30%+了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480499623248720","isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479888916103464,"gmtCreate":1758184486654,"gmtModify":1758184489083,"author":{"id":"3515926975057510","authorId":"3515926975057510","name":"Mengxin","avatar":"https://static.tigerbbs.com/056505b2f7227d62c4611873c3b6a007","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515926975057510","authorIdStr":"3515926975057510"},"themes":[],"htmlText":"三花吧，毕竟是T链的tier1，有实力，干就是了","listText":"三花吧，毕竟是T链的tier1，有实力，干就是了","text":"三花吧，毕竟是T链的tier1，有实力，干就是了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479888916103464","isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477698186788904,"gmtCreate":1757635495286,"gmtModify":1757635496855,"author":{"id":"3515926975057510","authorId":"3515926975057510","name":"Mengxin","avatar":"https://static.tigerbbs.com/056505b2f7227d62c4611873c3b6a007","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515926975057510","authorIdStr":"3515926975057510"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477698186788904","repostId":"2566191460","repostType":4,"repost":{"id":"2566191460","kind":"news","pubTimestamp":1757624400,"share":"https://www.laohu8.com/m/news/2566191460?lang=&edition=full","pubTime":"2025-09-12 05:00","market":"us","language":"zh","title":"美股成交额TOP20｜阿里巴巴大涨8%，AI芯片取得新突破；特斯拉涨超6%，Model Y L市场需求旺盛","url":"https://stock-news.laohu8.com/highlight/detail?id=2566191460","media":"环球市场播报","summary":"周四美股成交额第1名特斯拉收高6.04%，成交370.59亿美元。周四黎巴嫩内阁批准与马斯克旗下的星链公司达成的协议。　　此外9月11日，在特斯拉官网上，目前预定Model Y L，显示的预计交付时间是11月份，这也就意味着10月份可供销售的Model Y L已经售罄，有购买意向的消费者，只能购买11月份及之后生产的。有消息称在上周已交付了900辆，日均150辆。此前一个交易日该股价收于历史高点。受此推动，美光股价创2024年6月以来新高。","content":"<html><head></head><body><p>周四美股成交额第1名<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>收高6.04%，成交370.59亿美元。周四黎巴嫩内阁批准与马斯克旗下的星链公司达成的协议。</p><p>此外9月11日，在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>官网上，目前预定Model Y L，显示的预计交付时间是11月份，这也就意味着10月份可供销售的Model Y L已经售罄，有购买意向的消费者，只能购买11月份及之后生产的。</p><p>Model Y L于本月2日正式开始交付。有消息称在上周已交付了900辆，日均150辆。</p><p>第2名<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>收跌0.08%，成交265.66亿美元。周四有消息称，<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>已开始批量出货<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>Blackwell Ultra。</p><p>第3名<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>收跌6.23%，成交218.58亿美元。此前一个交易日该股价收于历史高点。而导致股价下跌的原因是一份分析师报告表达了担忧，称该公司未来的增长大部分将来自单一客户——OpenAI。</p><p>本周，这家软件供应商的股价经历了剧烈波动。该公司首席执行官萨夫拉-卡茨周二表示，<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>在最近一个季度 “与三个不同客户签订了四份数十亿美元的合同”。公司的剩余履约义务（一项衡量尚未确认的合同收入的指标）飙升至4550亿美元，同比增长359%。</p><p>但周三有报道称，OpenAI将在五年内向甲骨文公司支付3000亿美元，这一消息给围绕甲骨文业绩预测的乐观情绪泼了冷水。此前，OpenAI在该季度宣布与甲骨文达成协议，将在美国建设4.5吉瓦容量的数据中心。</p><p>“有报道称甲骨文的未完成订单几乎完全来自OpenAI，这让我们对其未完成订单公告的热情大打折扣，” 对甲骨文股票给予中性评级的分析师吉尔-卢里亚在周四发给客户的报告中写道。</p><p>第4名<a href=\"https://laohu8.com/S/AAPL\">苹果</a>收高1.43%，成交114.54亿美元。<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司周四被两家机构下调评级，成为市场对这家iPhone制造商持谨慎态度的最新迹象。今年以来，苹果表现大幅落后于其他大型科技股。随着评级下调，苹果的“推荐一致性”（即买入、持有和卖出评级的比例指标）已降至3.9（满分为5分），创2020年初以来最低水平。在彭博追踪的分析师中，仅有55%的人推荐买入该股，在大型科技股中属极低水平。相比之下，英伟达、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>均超过90%。</p><p>第5名<a href=\"https://laohu8.com/S/AVGO\">博通</a>收跌2.69%，成交105.4亿美元。周四早盘该股一度创历史新高。</p><p>第6名<a href=\"https://laohu8.com/S/OPEN\">Opendoor</a>收高79.52%，成交93.28亿美元。消息面上，Opendoor委任Kaz Nejatian为新任首席执行官，联合创始人Keith Rabois将重返董事会。在投资者的压力下，Carrie Wheeler于上月辞去Opendoor首席执行官职务。</p><p>第9名<a href=\"https://laohu8.com/S/MU\">美光科技</a>收高7.55%，成交79.62亿美元。<a href=\"https://laohu8.com/S/C\">花旗</a>将<a href=\"https://laohu8.com/S/MU\">美光科技</a>目标价上调至175美元，此前为150美元。受此推动，美光股价创2024年6月以来新高。</p><p>第11名<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>收高8%，成交75.22亿美元。在外卖上站稳脚跟后，<a href=\"https://laohu8.com/S/09988\">阿里</a>对标<a href=\"https://laohu8.com/S/MPNGY\">美团</a>的点评业务，推出“高德扫街榜”。</p><p>9月10日，<a href=\"https://laohu8.com/S/BABA\">阿里</a>旗下高德地图宣布推出全球首个基于用户行为产生的榜单“高德扫街榜”，高德同时启动“烟火好店支持计划”，通过发放超10亿补贴等措施，鼓励用户到店消费，希望每天能为线下餐饮及其他服务业多带去1000万客流。</p><p>当日，高德扫街榜在高德APP首页位置呈现，打开扫街榜，用户会看到对应不同类型行为的排行榜，有体现远距离专程前往的“轮胎磨损榜”，有体现多次前往的“回头客榜”，还有本地人爱去、城市特色体验、高分烟火小店等多类排名，每个分类都会根据动态数据每日更新。</p><p>同时，该媒体引用知情人士的话，称阿里巴巴在今年较早时开始使用其自主研发的芯片来训练人工智能模型。</p><p>第14名<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>收跌3.54%，成交68.31亿美元。该公司9月10日表示，其首席产品官Eunice Kim将离职，首席技术官Elizabeth Stone将暂时担任该职务。</p><p>Kim于2021年加入奈飞，领导消费者产品创新团队。2023年，其被任命为首席产品官。</p><p>第16名<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>收高12.98%，部分挽回了昨日的巨大跌幅，成交64.67亿美元。该股周三收盘暴跌35%。<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>是全球领先的EDA及半导体IP提供商，业务覆盖芯片设计自动化领域。<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>维持新思科技“买入”评级，尽管目标价下调，反映机构长期信心。</p><p>第19名华纳兄弟探索频道收高28.95%，成交44.98亿美元。周四有市场传闻称，某同业公司正策划对其发起明显的收购行动。</p></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股成交额TOP20｜阿里巴巴大涨8%，AI芯片取得新突破；特斯拉涨超6%，Model Y L市场需求旺盛</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美股成交额TOP20｜阿里巴巴大涨8%，AI芯片取得新突破；特斯拉涨超6%，Model Y L市场需求旺盛\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-12 05:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2025-09-12/doc-infqekxt1111366.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周四美股成交额第1名特斯拉收高6.04%，成交370.59亿美元。周四黎巴嫩内阁批准与马斯克旗下的星链公司达成的协议。此外9月11日，在特斯拉官网上，目前预定Model Y L，显示的预计交付时间是11月份，这也就意味着10月份可供销售的Model Y L已经售罄，有购买意向的消费者，只能购买11月份及之后生产的。Model Y L于本月2日正式开始交付。有消息称在上周已交付了900辆，日均150...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-09-12/doc-infqekxt1111366.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/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"09988":"阿里巴巴-W","TSLA":"特斯拉","BABA":"阿里巴巴"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-09-12/doc-infqekxt1111366.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2566191460","content_text":"周四美股成交额第1名特斯拉收高6.04%，成交370.59亿美元。周四黎巴嫩内阁批准与马斯克旗下的星链公司达成的协议。此外9月11日，在特斯拉官网上，目前预定Model Y L，显示的预计交付时间是11月份，这也就意味着10月份可供销售的Model Y L已经售罄，有购买意向的消费者，只能购买11月份及之后生产的。Model Y L于本月2日正式开始交付。有消息称在上周已交付了900辆，日均150辆。第2名英伟达收跌0.08%，成交265.66亿美元。周四有消息称，超微电脑已开始批量出货英伟达Blackwell Ultra。第3名甲骨文收跌6.23%，成交218.58亿美元。此前一个交易日该股价收于历史高点。而导致股价下跌的原因是一份分析师报告表达了担忧，称该公司未来的增长大部分将来自单一客户——OpenAI。本周，这家软件供应商的股价经历了剧烈波动。该公司首席执行官萨夫拉-卡茨周二表示，甲骨文在最近一个季度 “与三个不同客户签订了四份数十亿美元的合同”。公司的剩余履约义务（一项衡量尚未确认的合同收入的指标）飙升至4550亿美元，同比增长359%。但周三有报道称，OpenAI将在五年内向甲骨文公司支付3000亿美元，这一消息给围绕甲骨文业绩预测的乐观情绪泼了冷水。此前，OpenAI在该季度宣布与甲骨文达成协议，将在美国建设4.5吉瓦容量的数据中心。“有报道称甲骨文的未完成订单几乎完全来自OpenAI，这让我们对其未完成订单公告的热情大打折扣，” 对甲骨文股票给予中性评级的分析师吉尔-卢里亚在周四发给客户的报告中写道。第4名苹果收高1.43%，成交114.54亿美元。苹果公司周四被两家机构下调评级，成为市场对这家iPhone制造商持谨慎态度的最新迹象。今年以来，苹果表现大幅落后于其他大型科技股。随着评级下调，苹果的“推荐一致性”（即买入、持有和卖出评级的比例指标）已降至3.9（满分为5分），创2020年初以来最低水平。在彭博追踪的分析师中，仅有55%的人推荐买入该股，在大型科技股中属极低水平。相比之下，英伟达、微软和亚马逊均超过90%。第5名博通收跌2.69%，成交105.4亿美元。周四早盘该股一度创历史新高。第6名Opendoor收高79.52%，成交93.28亿美元。消息面上，Opendoor委任Kaz Nejatian为新任首席执行官，联合创始人Keith Rabois将重返董事会。在投资者的压力下，Carrie Wheeler于上月辞去Opendoor首席执行官职务。第9名美光科技收高7.55%，成交79.62亿美元。花旗将美光科技目标价上调至175美元，此前为150美元。受此推动，美光股价创2024年6月以来新高。第11名阿里巴巴收高8%，成交75.22亿美元。在外卖上站稳脚跟后，阿里对标美团的点评业务，推出“高德扫街榜”。9月10日，阿里旗下高德地图宣布推出全球首个基于用户行为产生的榜单“高德扫街榜”，高德同时启动“烟火好店支持计划”，通过发放超10亿补贴等措施，鼓励用户到店消费，希望每天能为线下餐饮及其他服务业多带去1000万客流。当日，高德扫街榜在高德APP首页位置呈现，打开扫街榜，用户会看到对应不同类型行为的排行榜，有体现远距离专程前往的“轮胎磨损榜”，有体现多次前往的“回头客榜”，还有本地人爱去、城市特色体验、高分烟火小店等多类排名，每个分类都会根据动态数据每日更新。同时，该媒体引用知情人士的话，称阿里巴巴在今年较早时开始使用其自主研发的芯片来训练人工智能模型。第14名奈飞收跌3.54%，成交68.31亿美元。该公司9月10日表示，其首席产品官Eunice Kim将离职，首席技术官Elizabeth Stone将暂时担任该职务。Kim于2021年加入奈飞，领导消费者产品创新团队。2023年，其被任命为首席产品官。第16名新思科技收高12.98%，部分挽回了昨日的巨大跌幅，成交64.67亿美元。该股周三收盘暴跌35%。新思科技是全球领先的EDA及半导体IP提供商，业务覆盖芯片设计自动化领域。摩根士丹利维持新思科技“买入”评级，尽管目标价下调，反映机构长期信心。第19名华纳兄弟探索频道收高28.95%，成交44.98亿美元。周四有市场传闻称，某同业公司正策划对其发起明显的收购行动。","news_type":1,"symbols_score_info":{"09988":1.1,"BABA":1.5,"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460236048666864,"gmtCreate":1753371355850,"gmtModify":1753372835228,"author":{"id":"3515926975057510","authorId":"3515926975057510","name":"Mengxin","avatar":"https://static.tigerbbs.com/056505b2f7227d62c4611873c3b6a007","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515926975057510","authorIdStr":"3515926975057510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01880\">$中国中免(01880)$ </a> 哈哈，63.5卖了，[流泪]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/01880\">$中国中免(01880)$ </a> 哈哈，63.5卖了，[流泪]&nbsp;&nbsp;","text":"$中国中免(01880)$ 哈哈，63.5卖了，[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460236048666864","isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459266920759624,"gmtCreate":1753162397666,"gmtModify":1753162466164,"author":{"id":"3515926975057510","authorId":"3515926975057510","name":"Mengxin","avatar":"https://static.tigerbbs.com/056505b2f7227d62c4611873c3b6a007","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515926975057510","authorIdStr":"3515926975057510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01880\">$中国中免(01880)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/01880\">$中国中免(01880)$ 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