ZhiyingHu的个人主页 - 老虎社区

ZhiyingHu

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01-13 23:31

$微软(MSFT)$ 看看今天的表现？

2025-11-18

$微软(MSFT)$ 微软靠不住，科技股表现差的

2025-11-18

$微软(MSFT)$ 卖它买谷歌

2025-11-18

$微软(MSFT)$ 有大资金进来，逼空吗？

2025-11-18

$微软(MSFT)$ 有机构在抛，现在看不如谷歌和苹果

2025-11-14

$谷歌(GOOG)$ 谷歌不抗跌

2025-11-12

$微软(MSFT)$ 目前科技股只有微软没突破前高，其它都反复突破

2025-11-07

$微软(MSFT)$ 还是谷歌坚挺

2025-11-07

$微软(MSFT)$ 微软有大户在买，太弱了。

2025-08-01

$谷歌(GOOG)$ 一直风口浪尖，科技股表现最差的，买微软，苹果都比这好

2025-08-01

$谷歌(GOOG)$ 谷歌散户不敢拿，不稳事太乏

2025-07-31

$谷歌(GOOG)$ 跌幅最大？

2025-07-25

$谷歌(GOOG)$ 怎么长不起来？

2025-07-08

吹牛，天天跌

谷歌部署新策略：将 Gemini 应用绑定在安卓设备上

2025-06-24

$亚马逊(AMZN)$ 亚马这耍干嘛？啥么都参与，败价一直上不来。

2025-06-23

$谷歌(GOOG)$ 这股风险太多，不稳

2025-06-23

$谷歌(GOOG)$ 这股风险太多，稳定投资人都不买

2025-06-19

$亚马逊(AMZN)$ 抄作大多

2025-06-13

听信信息，就是亏钱开始，相信财报，

资深投资人解析：如何把握量子计算投资热潮

2025-06-12

$亚马逊(AMZN)$ 涨3天不够一天跌的

去老虎APP查看更多动态

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目前科技股只有微软没突破前高，其它都反复突破","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499388100207048","isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497557699646320,"gmtCreate":1762496960195,"gmtModify":1762496961935,"author":{"id":"3518227187146437","authorId":"3518227187146437","name":"ZhiyingHu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518227187146437","authorIdStr":"3518227187146437"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a> 还是谷歌坚挺","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a> 还是谷歌坚挺","text":"$微软(MSFT)$ 还是谷歌坚挺","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497557699646320","isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497557901083080,"gmtCreate":1762496935757,"gmtModify":1762496937581,"author":{"id":"3518227187146437","authorId":"3518227187146437","name":"ZhiyingHu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518227187146437","authorIdStr":"3518227187146437"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a> 微软有大户在买，太弱了。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a> 微软有大户在买，太弱了。","text":"$微软(MSFT)$ 微软有大户在买，太弱了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497557901083080","isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462955014578408,"gmtCreate":1754032057833,"gmtModify":1754032059065,"author":{"id":"3518227187146437","authorId":"3518227187146437","name":"ZhiyingHu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518227187146437","authorIdStr":"3518227187146437"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a> 一直风口浪尖，科技股表现最差的，买微软，苹果都比这好","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a> 一直风口浪尖，科技股表现最差的，买微软，苹果都比这好","text":"$谷歌(GOOG)$ 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08:38","market":"us","language":"zh","title":"谷歌部署新策略：将 Gemini 应用绑定在安卓设备上","url":"https://stock-news.laohu8.com/highlight/detail?id=2549646375","media":"IT之家","summary":"Gemini AI 可以同第三方应用交互。","content":"<p>IT之家 7 月 8 日消息，科技媒体 Ars Technica 今天（7 月 8 日）发布博文，报道称<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>于本周一开始部署新策略，即便用户之前设置阻止相关互动，Gemini AI 智能助手依然可以同 WhatsApp 等第三方应用交互。</p><p><a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>近期通过邮件方式通知用户，明确提及了这项调整，邮件附带的链接指向一个通知页面，称“人工审核员（包括服务提供商）会阅读、注释和处理”Gemini 访问的数据。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f412b35ce49781c6290bce008f79aded\" tg-width=\"660\" tg-height=\"600\"></p><p>邮件没有提供任何有用的指导来阻止这些变化生效，邮件称用户可以阻止 Gemini 与特定应用互动，但即便如此，数据仍会被存储 72 小时。</p><p>邮件中提到变化将“今天自动开始逐步推出”，无论用户是否开启或者关闭 Gemini 应用活动（App Activity），都将给予 Gemini 权限，访问 WhatsApp、Messages 和 Phone 等应用。</p><p>据此前报道，谷歌澄清表示即便关闭了 Gemini 应用活动，用户仍可利用 Gemini 执行发送信息、拨打电话和设置计时器等日常任务。</p><p>不过谷歌的澄清声明并未打消用户的相关疑问，在 X 等社交媒体上依然有不少用户表达了自己的困惑，例如在其中一个支持页面，显示如何控制 Gemini 应用设置。</p><p>页面仅显示“不会保存 72 小时前的活动记录”，但想要查找记录的时候，需要用户从手机端访问，但在手机端上又没有相关入口和条目，用户不清楚是否已完全禁用 Gemini 了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e431b4b0f25b0b0b8f87b905023e8ed8\" tg-width=\"660\" tg-height=\"418\"></p><p>该媒体随后联系了谷歌，希望提供明确的指导，确保完全禁用 Gemini 集成。但得到的回复是：“此次更新对用户来说是有利的：Gemini 应用活动是关闭状态下，他们现在可以在移动设备上使用 Gemini 来完成日常任务，如发送消息、发起电话和设置计时器等”。</p><p>Tuta 公司的一位研究人员认为，谷歌正效仿<a href=\"https://laohu8.com/S/MSFT\">微软</a>在 Windows 系统中集成 IE 浏览器的方式，将 Gemini 应用绑定在安卓设备上。</p><p>Tuta 的文章还提到，另一种解决方案是完全从设备中卸载 Gemini，可以使用 adb shell pm uninstall com.google.android.apps.bard命令卸载应用。当然，对于不习惯在命令行终端中操作并对 Android 设置进行底层修改的人来说，相关操作并不简单。</p>","source":"ithome","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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等第三方应用交互。谷歌近期通过邮件方式通知用户，明确提及了这项调整，邮件附带的链接指向一个通知页面，称“人工审核员（包括服务提供商）会阅读、注释和处理”Gemini 访问的数据。...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/t/2025-07-08/doc-infetiyq6823651.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://finance.sina.com.cn/stock/t/2025-07-08/doc-infetiyq6823651.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2549646375","content_text":"IT之家 7 月 8 日消息，科技媒体 Ars Technica 今天（7 月 8 日）发布博文，报道称谷歌于本周一开始部署新策略，即便用户之前设置阻止相关互动，Gemini AI 智能助手依然可以同 WhatsApp 等第三方应用交互。谷歌近期通过邮件方式通知用户，明确提及了这项调整，邮件附带的链接指向一个通知页面，称“人工审核员（包括服务提供商）会阅读、注释和处理”Gemini 访问的数据。邮件没有提供任何有用的指导来阻止这些变化生效，邮件称用户可以阻止 Gemini 与特定应用互动，但即便如此，数据仍会被存储 72 小时。邮件中提到变化将“今天自动开始逐步推出”，无论用户是否开启或者关闭 Gemini 应用活动（App Activity），都将给予 Gemini 权限，访问 WhatsApp、Messages 和 Phone 等应用。据此前报道，谷歌澄清表示即便关闭了 Gemini 应用活动，用户仍可利用 Gemini 执行发送信息、拨打电话和设置计时器等日常任务。不过谷歌的澄清声明并未打消用户的相关疑问，在 X 等社交媒体上依然有不少用户表达了自己的困惑，例如在其中一个支持页面，显示如何控制 Gemini 应用设置。页面仅显示“不会保存 72 小时前的活动记录”，但想要查找记录的时候，需要用户从手机端访问，但在手机端上又没有相关入口和条目，用户不清楚是否已完全禁用 Gemini 了。该媒体随后联系了谷歌，希望提供明确的指导，确保完全禁用 Gemini 集成。但得到的回复是：“此次更新对用户来说是有利的：Gemini 应用活动是关闭状态下，他们现在可以在移动设备上使用 Gemini 来完成日常任务，如发送消息、发起电话和设置计时器等”。Tuta 公司的一位研究人员认为，谷歌正效仿微软在 Windows 系统中集成 IE 浏览器的方式，将 Gemini 应用绑定在安卓设备上。Tuta 的文章还提到，另一种解决方案是完全从设备中卸载 Gemini，可以使用 adb shell pm uninstall com.google.android.apps.bard命令卸载应用。当然，对于不习惯在命令行终端中操作并对 Android 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这股风险太多，不稳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449163965317416","isVote":1,"tweetType":1,"viewCount":903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449162860736624,"gmtCreate":1750685462494,"gmtModify":1750685463719,"author":{"id":"3518227187146437","authorId":"3518227187146437","name":"ZhiyingHu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518227187146437","authorIdStr":"3518227187146437"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a> 这股风险太多，稳定投资人都不买","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a> 这股风险太多，稳定投资人都不买","text":"$谷歌(GOOG)$ 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抄作大多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447426156978400","isVote":1,"tweetType":1,"viewCount":830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445438303592968,"gmtCreate":1749770643717,"gmtModify":1749770645350,"author":{"id":"3518227187146437","authorId":"3518227187146437","name":"ZhiyingHu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518227187146437","authorIdStr":"3518227187146437"},"themes":[],"htmlText":"听信信息，就是亏钱开始，相信财报，","listText":"听信信息，就是亏钱开始，相信财报，","text":"听信信息，就是亏钱开始，相信财报，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445438303592968","repostId":"1186638780","repostType":2,"repost":{"id":"1186638780","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":1749709303,"share":"https://www.laohu8.com/m/news/1186638780?lang=zh_CN&edition=full","pubTime":"2025-06-12 14:21","market":"us","language":"zh","title":"资深投资人解析：如何把握量子计算投资热潮","url":"https://stock-news.laohu8.com/highlight/detail?id=1186638780","media":"老虎资讯综合","summary":"对于希望抓住热门量子计算投资机会的投资者来说，Farr, Miller & Washington公司CEO迈克尔·法尔建议采取“广撒网”的布局策略。周三法尔深入分析了量子计算概念股、Dave & Buster's娱乐公司及亚马逊的投资前景。量子计算ETF策略这位资深投资人指出，在拥挤的量子计算领域难以甄别真正赢家，因此投资者应考虑 $Defiance Quantum ETF$ 这类交易所交易基金。据报道，该计划因涉及直接接入核电站供电的特殊安排而引发监管审查。","content":"<html><head></head><body><p style=\"text-align: start;\">对于希望抓住热门量子计算投资机会的投资者来说，Farr, Miller &amp; Washington公司CEO迈克尔·法尔（Michael Farr）建议采取“广撒网”的布局策略。周三法尔深入分析了量子计算概念股、Dave &amp; Buster&#39;s娱乐公司及亚马逊的投资前景。</p><p style=\"text-align: start;\"><strong>量子计算ETF策略</strong></p><p style=\"text-align: start;\">这位资深投资人指出，在拥挤的量子计算领域难以甄别真正赢家，因此投资者应考虑 <a href=\"https://laohu8.com/S/QTUM\">Defiance Quantum ETF</a> 这类交易所交易基金。周三英伟达CEO黄仁勋在开发者大会上宣称该领域将迎转折点后，量子计算概念股应声暴涨： <a href=\"https://laohu8.com/S/QUBT\">Quantum Computing Inc.</a> 公司股价飙升24%， <a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing</a> 涨幅达17%。</p><p style=\"text-align: start;\">&#34;我会选择ETF投资，因为现阶段无法预知哪些企业能成功。通过持有一篮子股票组合，其中包含部分成熟企业，可实现分散布局，&#34;法尔强调，&#34;我不会押注单一股票，而是采取广撒网策略。&#34;量子计算机运用量子力学原理解决传统计算机无法处理的复杂问题——后者以比特为单位存储信息。</p><p style=\"text-align: start;\"> <strong><a href=\"https://laohu8.com/S/PLAY\">Dave &amp; Buster</a></strong> </p><p style=\"text-align: start;\">尽管这家餐饮娱乐公司周三因可比销售额跌幅小于预期导致股价两位数跳涨，法尔却因其基本面疲软而不看好：&#34;作为长期价值投资者，我发现他们现金流匮乏且负债高企。这样的企业缺乏经营弹性——今日持有或许欣喜，明天你就会庆幸自己没有持仓。我会撤资转向更具确定性的领域。&#34;</p><p style=\"text-align: start;\"> <strong><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> 投资价值</strong></p><p style=\"text-align: start;\">法尔透露自己是亚马逊的拥趸，尤其看好该科技巨头在宾夕法尼亚州斥资200亿美元建设两座数据中心综合体的举措。&#34;未来五年持有亚马逊会让你收获惊喜，&#34;他分析道，&#34;他们坐拥充沛现金流，更蕴藏巨大发展机遇。&#34;值得注意的是，其中一座数据中心将毗邻核电站建设。据报道，该计划因涉及直接接入核电站供电的特殊安排而引发监管审查。</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\" 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-06-12 14:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">对于希望抓住热门量子计算投资机会的投资者来说，Farr, Miller &amp; Washington公司CEO迈克尔·法尔（Michael Farr）建议采取“广撒网”的布局策略。周三法尔深入分析了量子计算概念股、Dave &amp; Buster&#39;s娱乐公司及亚马逊的投资前景。</p><p style=\"text-align: start;\"><strong>量子计算ETF策略</strong></p><p style=\"text-align: start;\">这位资深投资人指出，在拥挤的量子计算领域难以甄别真正赢家，因此投资者应考虑 <a href=\"https://laohu8.com/S/QTUM\">Defiance Quantum ETF</a> 这类交易所交易基金。周三英伟达CEO黄仁勋在开发者大会上宣称该领域将迎转折点后，量子计算概念股应声暴涨： <a href=\"https://laohu8.com/S/QUBT\">Quantum Computing Inc.</a> 公司股价飙升24%， <a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing</a> 涨幅达17%。</p><p style=\"text-align: start;\">&#34;我会选择ETF投资，因为现阶段无法预知哪些企业能成功。通过持有一篮子股票组合，其中包含部分成熟企业，可实现分散布局，&#34;法尔强调，&#34;我不会押注单一股票，而是采取广撒网策略。&#34;量子计算机运用量子力学原理解决传统计算机无法处理的复杂问题——后者以比特为单位存储信息。</p><p style=\"text-align: start;\"> <strong><a href=\"https://laohu8.com/S/PLAY\">Dave &amp; Buster</a></strong> </p><p style=\"text-align: start;\">尽管这家餐饮娱乐公司周三因可比销售额跌幅小于预期导致股价两位数跳涨，法尔却因其基本面疲软而不看好：&#34;作为长期价值投资者，我发现他们现金流匮乏且负债高企。这样的企业缺乏经营弹性——今日持有或许欣喜，明天你就会庆幸自己没有持仓。我会撤资转向更具确定性的领域。&#34;</p><p style=\"text-align: start;\"> <strong><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> 投资价值</strong></p><p style=\"text-align: start;\">法尔透露自己是亚马逊的拥趸，尤其看好该科技巨头在宾夕法尼亚州斥资200亿美元建设两座数据中心综合体的举措。&#34;未来五年持有亚马逊会让你收获惊喜，&#34;他分析道，&#34;他们坐拥充沛现金流，更蕴藏巨大发展机遇。&#34;值得注意的是，其中一座数据中心将毗邻核电站建设。据报道，该计划因涉及直接接入核电站供电的特殊安排而引发监管审查。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/809f2bbf60c6cfc64e8b017390b5c162","relate_stocks":{"AMZN":"亚马逊","QTUM":"Defiance Quantum ETF","PLAY":"Dave & Buster"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186638780","content_text":"对于希望抓住热门量子计算投资机会的投资者来说，Farr, Miller & Washington公司CEO迈克尔·法尔（Michael Farr）建议采取“广撒网”的布局策略。周三法尔深入分析了量子计算概念股、Dave & Buster's娱乐公司及亚马逊的投资前景。量子计算ETF策略这位资深投资人指出，在拥挤的量子计算领域难以甄别真正赢家，因此投资者应考虑 Defiance Quantum ETF 这类交易所交易基金。周三英伟达CEO黄仁勋在开发者大会上宣称该领域将迎转折点后，量子计算概念股应声暴涨： Quantum Computing Inc. 公司股价飙升24%， Rigetti Computing 涨幅达17%。\"我会选择ETF投资，因为现阶段无法预知哪些企业能成功。通过持有一篮子股票组合，其中包含部分成熟企业，可实现分散布局，\"法尔强调，\"我不会押注单一股票，而是采取广撒网策略。\"量子计算机运用量子力学原理解决传统计算机无法处理的复杂问题——后者以比特为单位存储信息。 Dave & Buster 尽管这家餐饮娱乐公司周三因可比销售额跌幅小于预期导致股价两位数跳涨，法尔却因其基本面疲软而不看好：\"作为长期价值投资者，我发现他们现金流匮乏且负债高企。这样的企业缺乏经营弹性——今日持有或许欣喜，明天你就会庆幸自己没有持仓。我会撤资转向更具确定性的领域。\" 亚马逊 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散户炒面不好的股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440240115532240","isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437808561295488,"gmtCreate":1747911549371,"gmtModify":1747911550686,"author":{"id":"3518227187146437","authorId":"3518227187146437","name":"ZhiyingHu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518227187146437","authorIdStr":"3518227187146437"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 苹果失去主导地位了吗？","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 苹果失去主导地位了吗？","text":"$苹果(AAPL)$ 苹果失去主导地位了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/437808561295488","isVote":1,"tweetType":1,"viewCount":1943,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420497526063344,"gmtCreate":1743691741092,"gmtModify":1743691742218,"author":{"id":"3518227187146437","authorId":"3518227187146437","name":"ZhiyingHu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518227187146437","authorIdStr":"3518227187146437"},"themes":[],"htmlText":"别乱发了，笑话，跌烂了","listText":"别乱发了，笑话，跌烂了","text":"别乱发了，笑话，跌烂了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/420497526063344","repostId":"1165298285","repostType":2,"repost":{"id":"1165298285","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":1743775201,"share":"https://www.laohu8.com/m/news/1165298285?lang=zh_CN&edition=full","pubTime":"2025-04-04 22:00","market":"us","language":"zh","title":"财报前瞻 | 宏观扰动加剧！头部银行一季度财报能否振奋人心","url":"https://stock-news.laohu8.com/highlight/detail?id=1165298285","media":"老虎资讯综合","summary":"在全球经济不确定性加剧的背景下，大小摩、富国银行率先于4月11日放出一季度财报，高盛将于4月14日（预计）公布，而花旗集团和美国银行预计于4月15日公布。财报预测交易收入可能创新高，投行业务受益于债券发行回暖。富国银行作为全美最大住房抵押贷款银行，对短期利率敏感度较高。主要风险来自商业地产贷款不良率上升和存款成本增加，财报显示财富管理业务连续7个季度增长，抵消了传统信贷放缓的影响。","content":"<html><head></head><body><p>在全球经济不确定性加剧的背景下，大小摩、富国银行率先于4月11日放出一季度财报，高盛将于4月14日（预计）公布，而花旗集团和美国银行预计于4月15日公布。市场对于六大银行的看法出现分化，其中摩根大通和高盛最有可能超越预期。</p><p>有投行分析表示：尽管市场目前对银行净利息收入(NII)增长、交易收入及投行业务复苏和资本回报仍存疑虑。但仍看好美国银行、花旗和富国银行，这些银行具备稳健的基本面，同时在贷款增长、费用收入和资本回报方面具有较大潜在上行空间。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f13f4f2fb44f55e4d83407600cbfff2f\" title=\"\" tg-width=\"1080\" tg-height=\"1657\"/></p><h3 id=\"id_2591218437\">摩根士丹利</h3><p>按照彭博一致预期，摩根士丹利第一季度营收预计167.6亿美元，增长10.7%；调整后净利润预计36.7亿美元，增长12%；调整后EPS预计2.29美元，增长13%。</p><p>作为顶级投行，摩根士丹利优势在并购咨询和财富管理（管理资产超1.5万亿美元）。科技投行受益于AI芯片需求（如台积电），亚洲市场受中国经济复苏带动。但美国关税政策可能抑制跨境交易，半导体周期波动影响短期投行业务。机构预测其收入将受科技企业资本开支支撑，但需关注关税实际冲击。</p><h3 id=\"id_2338155781\">摩根大通</h3><p>按照彭博一致预期，摩根大通第一季度营收预计为444.5亿美元，调整后净利润预计为128.5亿美元，同比下降5.79%，调整后EPS预计为4.58美元，同比下降1%。</p><p>摩根大通凭借全球最大的资产规模和全牌照优势，在交易业务、跨境投融资领域领先。目前利率波动将刺激部分客户的对冲需求，并且东南亚市场增长显著。但需警惕美联储降息推迟对于利息收入的冲击，以及关税政策对跨国企业融资的影响。财报预测交易收入可能创新高，投行业务受益于债券发行回暖。</p><h3 id=\"id_869819034\">富国银行</h3><p>按照彭博一致预期，富国银行第一季度营收预计208亿美元，同比下降0.3%；调整后净利润41.4亿美元，同比下降3.93%，调整后EPS 1.24美元，同比下降1.9%。</p><p>富国银行作为全美最大住房抵押贷款银行，对短期利率敏感度较高。受贷款增长乏力制约，商业地产敞口较高，但资本效率优于同业，有机构预测其一季度可能是业绩低点。</p><h3 id=\"id_1810692354\">高盛</h3><p>按照彭博一致预期，高盛第一季度营收预计为149.7亿美元，增长5%；调整后净利润预计为41亿美元，增长4%；调整后EPS预计为12.48美元，增长8%。</p><p>高盛作为全球并购和复杂交易专家，大宗商品与利率衍生品业务回暖驱动增长。资本回购计划可能提升股东回报，但受制于美联储降息节奏和关税抑制跨境交易且亚洲业务受中国增速预测下调影响存在一定分歧。</p><h3 id=\"id_1175739257\">花旗</h3><p>按照彭博一致预期，花旗第一季度营收预计213.4亿美元，增长1%；调整后净利润预计35.5亿美元，增长5%；调整后EPS预计1.9美元，增长9%。</p><p>花旗的优势在于全球跨境金融服务领先，但投行市场份额落后头部对手。增长依赖手续费收入提升和成本削减，目前监管的放松可能将释放部分资本用于回购。但目前风险集中在商业地产贷款质量和投行业务复苏缓慢，财报显示固收交易收入下降但证券服务创新高。</p><h3 id=\"id_1879731340\">美国银行</h3><p>按照彭博一致预期，美银第一季度营收预计为270.7亿美元，增长4%；调整后净利润预计为64.5亿美元，增长5%；调整后EPS预计为0.8美元，增长8%。</p><p>美国银行面临利率波动与消费信贷增长的分化局面，高利率环境虽利好其利息收入，但未来降息可能压缩利润空间。作为全美最大银行，其零售业务、投行和财富管理均处于行业前三，固定利率贷款占比高使得降息时具备重定价优势。主要风险来自商业地产贷款不良率上升和存款成本增加，财报显示财富管理业务连续7个季度增长，抵消了传统信贷放缓的影响。</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>财报前瞻 | 宏观扰动加剧！头部银行一季度财报能否振奋人心</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; 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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财报前瞻 | 宏观扰动加剧！头部银行一季度财报能否振奋人心\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\">2025-04-04 22:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>在全球经济不确定性加剧的背景下，大小摩、富国银行率先于4月11日放出一季度财报，高盛将于4月14日（预计）公布，而花旗集团和美国银行预计于4月15日公布。市场对于六大银行的看法出现分化，其中摩根大通和高盛最有可能超越预期。</p><p>有投行分析表示：尽管市场目前对银行净利息收入(NII)增长、交易收入及投行业务复苏和资本回报仍存疑虑。但仍看好美国银行、花旗和富国银行，这些银行具备稳健的基本面，同时在贷款增长、费用收入和资本回报方面具有较大潜在上行空间。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f13f4f2fb44f55e4d83407600cbfff2f\" title=\"\" tg-width=\"1080\" tg-height=\"1657\"/></p><h3 id=\"id_2591218437\">摩根士丹利</h3><p>按照彭博一致预期，摩根士丹利第一季度营收预计167.6亿美元，增长10.7%；调整后净利润预计36.7亿美元，增长12%；调整后EPS预计2.29美元，增长13%。</p><p>作为顶级投行，摩根士丹利优势在并购咨询和财富管理（管理资产超1.5万亿美元）。科技投行受益于AI芯片需求（如台积电），亚洲市场受中国经济复苏带动。但美国关税政策可能抑制跨境交易，半导体周期波动影响短期投行业务。机构预测其收入将受科技企业资本开支支撑，但需关注关税实际冲击。</p><h3 id=\"id_2338155781\">摩根大通</h3><p>按照彭博一致预期，摩根大通第一季度营收预计为444.5亿美元，调整后净利润预计为128.5亿美元，同比下降5.79%，调整后EPS预计为4.58美元，同比下降1%。</p><p>摩根大通凭借全球最大的资产规模和全牌照优势，在交易业务、跨境投融资领域领先。目前利率波动将刺激部分客户的对冲需求，并且东南亚市场增长显著。但需警惕美联储降息推迟对于利息收入的冲击，以及关税政策对跨国企业融资的影响。财报预测交易收入可能创新高，投行业务受益于债券发行回暖。</p><h3 id=\"id_869819034\">富国银行</h3><p>按照彭博一致预期，富国银行第一季度营收预计208亿美元，同比下降0.3%；调整后净利润41.4亿美元，同比下降3.93%，调整后EPS 1.24美元，同比下降1.9%。</p><p>富国银行作为全美最大住房抵押贷款银行，对短期利率敏感度较高。受贷款增长乏力制约，商业地产敞口较高，但资本效率优于同业，有机构预测其一季度可能是业绩低点。</p><h3 id=\"id_1810692354\">高盛</h3><p>按照彭博一致预期，高盛第一季度营收预计为149.7亿美元，增长5%；调整后净利润预计为41亿美元，增长4%；调整后EPS预计为12.48美元，增长8%。</p><p>高盛作为全球并购和复杂交易专家，大宗商品与利率衍生品业务回暖驱动增长。资本回购计划可能提升股东回报，但受制于美联储降息节奏和关税抑制跨境交易且亚洲业务受中国增速预测下调影响存在一定分歧。</p><h3 id=\"id_1175739257\">花旗</h3><p>按照彭博一致预期，花旗第一季度营收预计213.4亿美元，增长1%；调整后净利润预计35.5亿美元，增长5%；调整后EPS预计1.9美元，增长9%。</p><p>花旗的优势在于全球跨境金融服务领先，但投行市场份额落后头部对手。增长依赖手续费收入提升和成本削减，目前监管的放松可能将释放部分资本用于回购。但目前风险集中在商业地产贷款质量和投行业务复苏缓慢，财报显示固收交易收入下降但证券服务创新高。</p><h3 id=\"id_1879731340\">美国银行</h3><p>按照彭博一致预期，美银第一季度营收预计为270.7亿美元，增长4%；调整后净利润预计为64.5亿美元，增长5%；调整后EPS预计为0.8美元，增长8%。</p><p>美国银行面临利率波动与消费信贷增长的分化局面，高利率环境虽利好其利息收入，但未来降息可能压缩利润空间。作为全美最大银行，其零售业务、投行和财富管理均处于行业前三，固定利率贷款占比高使得降息时具备重定价优势。主要风险来自商业地产贷款不良率上升和存款成本增加，财报显示财富管理业务连续7个季度增长，抵消了传统信贷放缓的影响。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4e209abe6d262c8cd7d31d49ae85e519","relate_stocks":{"MS":"摩根士丹利","JPM":"摩根大通","C":"花旗"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165298285","content_text":"在全球经济不确定性加剧的背景下，大小摩、富国银行率先于4月11日放出一季度财报，高盛将于4月14日（预计）公布，而花旗集团和美国银行预计于4月15日公布。市场对于六大银行的看法出现分化，其中摩根大通和高盛最有可能超越预期。有投行分析表示：尽管市场目前对银行净利息收入(NII)增长、交易收入及投行业务复苏和资本回报仍存疑虑。但仍看好美国银行、花旗和富国银行，这些银行具备稳健的基本面，同时在贷款增长、费用收入和资本回报方面具有较大潜在上行空间。摩根士丹利按照彭博一致预期，摩根士丹利第一季度营收预计167.6亿美元，增长10.7%；调整后净利润预计36.7亿美元，增长12%；调整后EPS预计2.29美元，增长13%。作为顶级投行，摩根士丹利优势在并购咨询和财富管理（管理资产超1.5万亿美元）。科技投行受益于AI芯片需求（如台积电），亚洲市场受中国经济复苏带动。但美国关税政策可能抑制跨境交易，半导体周期波动影响短期投行业务。机构预测其收入将受科技企业资本开支支撑，但需关注关税实际冲击。摩根大通按照彭博一致预期，摩根大通第一季度营收预计为444.5亿美元，调整后净利润预计为128.5亿美元，同比下降5.79%，调整后EPS预计为4.58美元，同比下降1%。摩根大通凭借全球最大的资产规模和全牌照优势，在交易业务、跨境投融资领域领先。目前利率波动将刺激部分客户的对冲需求，并且东南亚市场增长显著。但需警惕美联储降息推迟对于利息收入的冲击，以及关税政策对跨国企业融资的影响。财报预测交易收入可能创新高，投行业务受益于债券发行回暖。富国银行按照彭博一致预期，富国银行第一季度营收预计208亿美元，同比下降0.3%；调整后净利润41.4亿美元，同比下降3.93%，调整后EPS 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目前科技股只有微软没突破前高，其它都反复突破","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499388100207048","isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497557699646320,"gmtCreate":1762496960195,"gmtModify":1762496961935,"author":{"id":"3518227187146437","authorId":"3518227187146437","name":"ZhiyingHu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518227187146437","authorIdStr":"3518227187146437"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a> 还是谷歌坚挺","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a> 还是谷歌坚挺","text":"$微软(MSFT)$ 还是谷歌坚挺","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497557699646320","isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497557901083080,"gmtCreate":1762496935757,"gmtModify":1762496937581,"author":{"id":"3518227187146437","authorId":"3518227187146437","name":"ZhiyingHu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518227187146437","authorIdStr":"3518227187146437"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a> 微软有大户在买，太弱了。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a> 微软有大户在买，太弱了。","text":"$微软(MSFT)$ 微软有大户在买，太弱了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497557901083080","isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462724416012768,"gmtCreate":1753975209240,"gmtModify":1753975210530,"author":{"id":"3518227187146437","authorId":"3518227187146437","name":"ZhiyingHu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518227187146437","authorIdStr":"3518227187146437"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a> 跌幅最大？","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a> 跌幅最大？","text":"$谷歌(GOOG)$ 跌幅最大？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462724416012768","isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454433304957256,"gmtCreate":1751983852675,"gmtModify":1751983854554,"author":{"id":"3518227187146437","authorId":"3518227187146437","name":"ZhiyingHu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518227187146437","authorIdStr":"3518227187146437"},"themes":[],"htmlText":"吹牛，天天跌","listText":"吹牛，天天跌","text":"吹牛，天天跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454433304957256","repostId":"2549646375","repostType":2,"repost":{"id":"2549646375","kind":"news","pubTimestamp":1751935080,"share":"https://www.laohu8.com/m/news/2549646375?lang=zh_CN&edition=full","pubTime":"2025-07-08 08:38","market":"us","language":"zh","title":"谷歌部署新策略：将 Gemini 应用绑定在安卓设备上","url":"https://stock-news.laohu8.com/highlight/detail?id=2549646375","media":"IT之家","summary":"Gemini AI 可以同第三方应用交互。","content":"<p>IT之家 7 月 8 日消息，科技媒体 Ars Technica 今天（7 月 8 日）发布博文，报道称<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>于本周一开始部署新策略，即便用户之前设置阻止相关互动，Gemini AI 智能助手依然可以同 WhatsApp 等第三方应用交互。</p><p><a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>近期通过邮件方式通知用户，明确提及了这项调整，邮件附带的链接指向一个通知页面，称“人工审核员（包括服务提供商）会阅读、注释和处理”Gemini 访问的数据。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f412b35ce49781c6290bce008f79aded\" tg-width=\"660\" tg-height=\"600\"></p><p>邮件没有提供任何有用的指导来阻止这些变化生效，邮件称用户可以阻止 Gemini 与特定应用互动，但即便如此，数据仍会被存储 72 小时。</p><p>邮件中提到变化将“今天自动开始逐步推出”，无论用户是否开启或者关闭 Gemini 应用活动（App Activity），都将给予 Gemini 权限，访问 WhatsApp、Messages 和 Phone 等应用。</p><p>据此前报道，谷歌澄清表示即便关闭了 Gemini 应用活动，用户仍可利用 Gemini 执行发送信息、拨打电话和设置计时器等日常任务。</p><p>不过谷歌的澄清声明并未打消用户的相关疑问，在 X 等社交媒体上依然有不少用户表达了自己的困惑，例如在其中一个支持页面，显示如何控制 Gemini 应用设置。</p><p>页面仅显示“不会保存 72 小时前的活动记录”，但想要查找记录的时候，需要用户从手机端访问，但在手机端上又没有相关入口和条目，用户不清楚是否已完全禁用 Gemini 了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e431b4b0f25b0b0b8f87b905023e8ed8\" tg-width=\"660\" tg-height=\"418\"></p><p>该媒体随后联系了谷歌，希望提供明确的指导，确保完全禁用 Gemini 集成。但得到的回复是：“此次更新对用户来说是有利的：Gemini 应用活动是关闭状态下，他们现在可以在移动设备上使用 Gemini 来完成日常任务，如发送消息、发起电话和设置计时器等”。</p><p>Tuta 公司的一位研究人员认为，谷歌正效仿<a href=\"https://laohu8.com/S/MSFT\">微软</a>在 Windows 系统中集成 IE 浏览器的方式，将 Gemini 应用绑定在安卓设备上。</p><p>Tuta 的文章还提到，另一种解决方案是完全从设备中卸载 Gemini，可以使用 adb shell pm uninstall com.google.android.apps.bard命令卸载应用。当然，对于不习惯在命令行终端中操作并对 Android 设置进行底层修改的人来说，相关操作并不简单。</p>","source":"ithome","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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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谷歌部署新策略：将 Gemini 应用绑定在安卓设备上\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-08 08:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/t/2025-07-08/doc-infetiyq6823651.shtml><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 7 月 8 日消息，科技媒体 Ars Technica 今天（7 月 8 日）发布博文，报道称谷歌于本周一开始部署新策略，即便用户之前设置阻止相关互动，Gemini AI 智能助手依然可以同 WhatsApp 等第三方应用交互。谷歌近期通过邮件方式通知用户，明确提及了这项调整，邮件附带的链接指向一个通知页面，称“人工审核员（包括服务提供商）会阅读、注释和处理”Gemini 访问的数据。...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/t/2025-07-08/doc-infetiyq6823651.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://finance.sina.com.cn/stock/t/2025-07-08/doc-infetiyq6823651.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2549646375","content_text":"IT之家 7 月 8 日消息，科技媒体 Ars Technica 今天（7 月 8 日）发布博文，报道称谷歌于本周一开始部署新策略，即便用户之前设置阻止相关互动，Gemini AI 智能助手依然可以同 WhatsApp 等第三方应用交互。谷歌近期通过邮件方式通知用户，明确提及了这项调整，邮件附带的链接指向一个通知页面，称“人工审核员（包括服务提供商）会阅读、注释和处理”Gemini 访问的数据。邮件没有提供任何有用的指导来阻止这些变化生效，邮件称用户可以阻止 Gemini 与特定应用互动，但即便如此，数据仍会被存储 72 小时。邮件中提到变化将“今天自动开始逐步推出”，无论用户是否开启或者关闭 Gemini 应用活动（App Activity），都将给予 Gemini 权限，访问 WhatsApp、Messages 和 Phone 等应用。据此前报道，谷歌澄清表示即便关闭了 Gemini 应用活动，用户仍可利用 Gemini 执行发送信息、拨打电话和设置计时器等日常任务。不过谷歌的澄清声明并未打消用户的相关疑问，在 X 等社交媒体上依然有不少用户表达了自己的困惑，例如在其中一个支持页面，显示如何控制 Gemini 应用设置。页面仅显示“不会保存 72 小时前的活动记录”，但想要查找记录的时候，需要用户从手机端访问，但在手机端上又没有相关入口和条目，用户不清楚是否已完全禁用 Gemini 了。该媒体随后联系了谷歌，希望提供明确的指导，确保完全禁用 Gemini 集成。但得到的回复是：“此次更新对用户来说是有利的：Gemini 应用活动是关闭状态下，他们现在可以在移动设备上使用 Gemini 来完成日常任务，如发送消息、发起电话和设置计时器等”。Tuta 公司的一位研究人员认为，谷歌正效仿微软在 Windows 系统中集成 IE 浏览器的方式，将 Gemini 应用绑定在安卓设备上。Tuta 的文章还提到，另一种解决方案是完全从设备中卸载 Gemini，可以使用 adb shell pm uninstall com.google.android.apps.bard命令卸载应用。当然，对于不习惯在命令行终端中操作并对 Android 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亚马这耍干嘛？啥么都参与，败价一直上不来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449346923275072","isVote":1,"tweetType":1,"viewCount":891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449163965317416,"gmtCreate":1750685512400,"gmtModify":1750685513423,"author":{"id":"3518227187146437","authorId":"3518227187146437","name":"ZhiyingHu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518227187146437","authorIdStr":"3518227187146437"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a><v-v data-views=\"0\"></v-v> 这股风险太多，不稳","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a><v-v data-views=\"0\"></v-v> 这股风险太多，不稳","text":"$谷歌(GOOG)$ 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