Madagascar P的个人主页 - 老虎社区

Madagascar P

Madagascar P

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IP属地：北京

36关注

1粉丝

1主题

0勋章

08-21

$CoreWeave, Inc.(CRWV)$ 这换手率绝绝子了，意味着什么呢？

08-26

有点标题党，这个只是因为股权激励计划归属于他后，他必须要就归属部分交税引起的被动卖股，完全不值得联想

Palantir CEO减持逾40万股，股价六连跌引发AI投资过热担忧

08-13

$Bullish(BLSH)$ 尴尬

08-09

$TSLA 20250808 300.0 PUT$ 这个配图卖put 为啥是做空？难道不是做多么。

08-18

看看AI的策略如何？#NVDA

08-19

$知乎-W(02390)$ 这股没有期权卖吗，怎么做空啊

08-15

高盛反着买，别墅靠大海

高盛高喊 “做多中国”：强势行情背景下，这些板块和逻辑值得关注

09-19

$BLSH 20250919 80.0 CALL$

08-07

$AMD 20250808 162.5 PUT$ 见好就收

09-19

$NVDA 20250919 155.0 PUT$

09-03

$Tempus AI(TEM)$ 感觉要起飞

08-21

$TEM 20260618 70.0 CALL$ 试试leaps

08-20

$Bullish(BLSH)$ 能不能痛快贴到位，天天墨迹

08-11

$小牛电动(NIU)$ 开盘时熔断是什么意思？

08-09

没啥区别，两眼一摸黑

08-08

舒服

Tempus AI Q2营收同比增长89.6%，上调全年营收预期

08-07

$LAU.HK 20250828 90.00 PUT$ 这个位置相对安全的估值了

07-31

48

07-23

$英伟达 STRANGLE 250829 CALL 180.0/PUT 145.0$

05-29

前10就相当于整个大A的量

抱歉，原内容已删除

去老虎APP查看更多动态

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北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1336325.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP讯，汽车之家-S(02518)发布公告，有关云辰资本向海尔集团公司(海尔集团)子公司CARTECH HOLDING COMPANY(CARTECH)进行股份转让。公司获云辰资本及CARTECH告知，股份转让协议所载的一切先决定条件已获达成，而股份转让亦已于2025年8月27日完成。紧随股份转让完成后，云辰资本持有2391.65万股本公司普通股，约占已发行股份的5.1% ，并不再为本...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1336325.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4576":"AR","BK1095":"互动媒体与服务","BK1615":"港股-互联网","02518":"汽车之家-S","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","BK4531":"中概回港概念","BK4077":"互动媒体与服务","ATHM":"汽车之家","BK4526":"热门中概股","BK1588":"回港中概股","BK4588":"碎股","BK4585":"ETF&股票定投概念","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","BK4563":"昨日强势股"},"source_url":"http://www.zhitongcaijing.com/content/detail/1336325.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2562712237","content_text":"智通财经APP讯，汽车之家-S(02518)发布公告，有关云辰资本向海尔集团公司(海尔集团)子公司CARTECH HOLDING COMPANY(CARTECH)进行股份转让。公司获云辰资本及CARTECH告知，股份转让协议所载的一切先决定条件已获达成，而股份转让亦已于2025年8月27日完成。紧随股份转让完成后，云辰资本持有2391.65万股本公司普通股，约占已发行股份的5.1% ，并不再为本公司的控股股东;CARTECH持有2.009亿股本公司股份，约占已发行股份的43.0%，并成为本公司的控股股东。杨嵩先生已辞任公司董事及本公司首席执行官，并担任公司高级副总裁;丁珂珂女士已辞任董事及董事会提名及企业管治委员会以及薪酬委员会成员;卢凡博士已辞任董事，于股份转让完成时生效。刘斥先生已获委任为董事会主席、董事、首席执行官以及董事会提名及企业管治委员会及薪酬委员会主席;梁海山先生已获委任为董事以及董事会提名及企业管治委员会成员;张翠美女士已获委任为董事;周生磊先生已获委任为董事以及董事会提名及企业管治委员会成员;方兴先生已获委任为董事以及董事会薪酬委员会成员，于股份转让完成时生效。董事会已成立合规管理委员会，以协助董事会设计、监督及审查公司的合规及风险管理系统，并监察管理除财务风险以外主要风险的政策及程序的实施及运作。合规管理委员会由张翠美女士、周生磊先生及濮天若先生组成，张翠美女士担任主席。项亚琪女士已辞任公司公司秘书，于股份转让完成时生效。王杰斯女士已获委任为公司秘书，于股份转让完成时生效。","news_type":1,"symbols_score_info":{"02518":1,"ATHM":1}},"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471729580904704,"gmtCreate":1756199893770,"gmtModify":1756199895624,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar 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Karp上周抛售了超过40万股公司股票，引发市场关注。交易完成后，Karp仍持有约643万股Palantir股票，按周一收盘价计算，市值超过10亿美元。今年以来，Palantir股价走势强劲，尽管市场对其高估值与高波动性存疑，股价依旧节节攀升，年内累计涨幅已逾一倍。追踪软件板块的iShares Expanded Tech-Software Sector ETF亦下跌0.7%。Palantir本月早些时候公布强劲的二季度业绩后，股价一度飙升，但随即进入调整期。","content":"<html><head></head><body><p>8月26日，数据分析公司<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>首席执行官Alex Karp上周抛售了超过40万股公司股票，引发市场关注。</p><p>据美国证券交易委员会(SEC)最新披露的Form 4文件，Karp于上周三、四两日合计出售了409,072股普通股，成交价区间在142.46美元至157.56美元之间。此次交易属于自动化减持，用于缴纳限制性股票(RSU)归属后的税务义务。交易完成后，Karp仍持有约643万股Palantir股票，按周一收盘价计算，市值超过10亿美元。</p><p>今年以来，Palantir股价走势强劲，尽管市场对其高估值与高波动性存疑，股价依旧节节攀升，年内累计涨幅已逾一倍。然而，近期涨势遭遇阻力。该股自上周三起已连续六个交易日下跌，为自2024年4月以来最长连跌纪录。周一收盘价报157.17美元，跌幅1%。追踪软件板块的<a href=\"https://laohu8.com/S/EEMA\">iShares</a> Expanded Tech-Software Sector ETF亦下跌0.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/636b179d9476e8fbf6ef1181ea69d6cf\" tg-width=\"560\" tg-height=\"240\"/></p><p>Palantir本月早些时候公布强劲的二季度业绩后，股价一度飙升，但随即进入调整期。市场对人工智能板块整体热度亦有所降温，AI龙头<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)等个股近期同样承压。投资者担心生成式AI能否如预期那样快速带来可观收入。OpenAI CEO Sam Altman近日直言市场对AI“过度兴奋”，而麻省理工学院的一份研究报告也对生成式AI的商业化前景提出质疑，进一步打击投资者信心。</p><p>在此背景下，市场的目光正聚焦于英伟达本周即将公布的财报。作为AI和半导体产业的风向标，英伟达CEO黄仁勋的评论料将为AI需求走势提供重要信号。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir CEO减持逾40万股，股价六连跌引发AI投资过热担忧</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1334983.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"BK4547":"WSB热门概念","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","BK4023":"应用软件","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4585":"ETF&股票定投概念","BK4613":"AI应用软件","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","BK4543":"AI","PLTR":"Palantir Technologies Inc.","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4588":"碎股"},"source_url":"http://www.zhitongcaijing.com/content/detail/1334983.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2562275518","content_text":"8月26日，数据分析公司Palantir首席执行官Alex Karp上周抛售了超过40万股公司股票，引发市场关注。据美国证券交易委员会(SEC)最新披露的Form 4文件，Karp于上周三、四两日合计出售了409,072股普通股，成交价区间在142.46美元至157.56美元之间。此次交易属于自动化减持，用于缴纳限制性股票(RSU)归属后的税务义务。交易完成后，Karp仍持有约643万股Palantir股票，按周一收盘价计算，市值超过10亿美元。今年以来，Palantir股价走势强劲，尽管市场对其高估值与高波动性存疑，股价依旧节节攀升，年内累计涨幅已逾一倍。然而，近期涨势遭遇阻力。该股自上周三起已连续六个交易日下跌，为自2024年4月以来最长连跌纪录。周一收盘价报157.17美元，跌幅1%。追踪软件板块的iShares Expanded Tech-Software Sector ETF亦下跌0.7%。Palantir本月早些时候公布强劲的二季度业绩后，股价一度飙升，但随即进入调整期。市场对人工智能板块整体热度亦有所降温，AI龙头英伟达(NVDA.US)等个股近期同样承压。投资者担心生成式AI能否如预期那样快速带来可观收入。OpenAI CEO Sam 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P","avatar":"https://static.tigerbbs.com/55bfe47a562a9809d5f55b450b1d221c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3522050789531005","idStr":"3522050789531005"},"themes":[],"htmlText":"反指来了，懂的都该知道怎么办了","listText":"反指来了，懂的都该知道怎么办了","text":"反指来了，懂的都该知道怎么办了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471294856941928","repostId":"2562952732","repostType":4,"repost":{"id":"2562952732","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1756089640,"share":"https://www.laohu8.com/m/news/2562952732?lang=&edition=full","pubTime":"2025-08-25 10:40","market":"sh","language":"zh","title":"周末刷屏！上调寒武纪目标价至1835元，高盛是怎么算的？","url":"https://stock-news.laohu8.com/highlight/detail?id=2562952732","media":"华尔街见闻","summary":"高盛将寒武纪12个月目标价由1223元大幅上调50%至1835元，潜在上涨空间达47.6%，目标价隐含了2030年预测市盈率44倍。其核心依据是一种着眼于未来的远期估值模型。该模型不关注短期盈利，而是通过对公司2030年的发展进行预测和折现来锚定当前价值。","content":"<html><head></head><body><blockquote><p>高盛将寒武纪12个月目标价由1223元大幅上调50%至1835元，潜在上涨空间达47.6%，目标价隐含了2030年预测市盈率44倍。牛市情景下寒武纪的股价甚至可达3934元人民币。</p></blockquote><p style=\"text-align: left;\">一份来自高盛的研报，再次点燃了市场对国产AI芯片龙头寒武纪的热情。</p><p style=\"text-align: left;\">8月24日，高盛在最新发布的研报中，将寒武纪的12个月目标价从1223元进一步大幅上调50%至1835元，维持“买入”评级，潜在上涨空间达47.6%。</p><p style=\"text-align: left;\">高盛认为在中国云服务商资本支出增加、供应链寻求多元化以及寒武纪公司自身研发投入加强的共同推动下，其长期增长前景可期。该行复杂的估值模型将目光投向2030年，其核心逻辑在于中国AI供应链整体的市场重估。</p><p style=\"text-align: left;\">这也是市场最关心的一个点，即高盛是如何通过一个着眼于六年后的估值模型，推导出这一看起来比较惊人目标价。该行还提到，新目标价1835元人民币，隐含了2030年预测市盈率44倍或2030年预测企业价值/销售额9倍，牛市情景下寒武纪的股价甚至可达3934元人民币。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d5fe794c2172ac795b5ef99be76f3b0\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"id_1600610755\" style=\"text-align: left;\">三大催化剂支撑乐观前景</h2><p style=\"text-align: left;\">高盛的乐观判断建立在三个核心驱动因素之上。</p><p style=\"text-align: left;\"><strong>首先是国内云厂商资本开支激增</strong>。报告援引的数据显示，腾讯在2025年第二季度的资本支出同比增长119%。高盛据此上调了对中国云市场的资本支出预测，认为这将直接利好上游的AI芯片供应商。</p><p style=\"text-align: left;\"><strong>其次，供应链多元化趋势为本土芯片厂商创造了机遇。</strong>报告指出，DeepSeek等本土大模型的迭代，正在适配下一代国产芯片，这有助于客户在关税不确定性和数据安全担忧下，降低对单一供应商的依赖，为寒武纪等本土厂商创造了市场空间。据报告，寒武纪已通过中国信通院的DeepSeek兼容性测试，印证了其研发实力。</p><p style=\"text-align: left;\"><strong>最后，寒武纪自身的研发投入决心得到确认。</strong>报告提到，公司计划在未来三年投资45亿元人民币用于AI芯片和软件研发的定向增发方案已获上交所批准，显示了公司对技术创新的坚定承诺。这意味着每年研发投入约15亿人民币，高于2024年的12亿人民币。</p><h2 id=\"id_1604793762\" style=\"text-align: left;\">估值揭秘：高盛如何算出1835元？</h2><p style=\"text-align: left;\">市场最为关注的是1835元目标价的计算过程。高盛此次并未采用常规的近期市盈率估值，而是选择了一种更具前瞻性的贴现企业价值/EBITDA（EV/EBITDA）模型，即“远期估值折现法”（discounted EV/EBITDA）。</p><p style=\"text-align: justify;\">具体来说，高盛的分析师并未纠结于寒武纪近几年的盈利数据，而是将估值基准年定在了<strong>2030年</strong>。报告解释称，届时寒武纪的息税折旧摊销前利润率（EBITDA margin）预计将达到22%，与英伟达、AMD等全球同行的盈利水平更具可比性。</p><ol start=\"1\" style=\"\"><li><p style=\"text-align: justify;\"><strong>将应用于2030年EBITDA的目标倍数从之前的49倍上调至65倍</strong>。高盛解释称，这一上调反映了“市场对中国AI供应链的重估”。其依据是，中国半导体龙头同行的“EV/EBITDA倍数与未来一年基本面（EBITDA增长率及利润率）”的比率均值已从1.1倍上升至1.5倍。</p></li><li><p style=\"text-align: justify;\"><strong>折现至当前价值：</strong> 将通过上述方法计算出的2030年目标企业价值，以12.7%的股权成本（Cost of Equity）折现回2026年，再结合公司的现金和债务情况，最终得出<strong>每股1835元</strong>的目标价。</p></li></ol><h2 id=\"id_3459679133\" style=\"text-align: left;\">多维度交叉验证：估值是否过高？</h2><p style=\"text-align: justify;\">为验证其估值的合理性，报告进行了多维度交叉检验，并认为估值“并未过高”：</p><ul style=\"\"><li><p style=\"text-align: justify;\"><strong>企业价值/销售额（EV/Sales）</strong>：1835元的目标价对应9倍的2030年EV/Sales，低于公司自2022年以来的交易区间（22倍-61倍），且在全球同行范围的交易区间内，英伟达为15倍2026E EV/Sales，AMD为7倍2026E EV/Sales。</p></li><li><p style=\"text-align: justify;\"><strong>市盈率（P/E）检验</strong>：目标价对应253倍的2026年市盈率和44倍的2030年市盈率，在与中国半导体同行的增长率进行比较后，报告同样认为其估值处于合理范围。</p></li></ul><p style=\"text-align: left;\">高盛同时给出了不同情景下的估值。在最乐观的“牛市情景”下，若寒武纪芯片出货量年复合增长率达到约90%，其目标价可高达3934元。而在“熊市情景”下，若出货量增速放缓，目标价则可能回落至1211元。</p><ul style=\"\"><li><p style=\"text-align: justify;\"><strong>牛市情景（目标价3934元）</strong>：假设2025-2030年AI芯片出货量复合年均增长率达到约90%，至350万片。</p></li><li><p style=\"text-align: justify;\"><strong>熊市情景（目标价1211元）</strong>：假设2025-2030年AI芯片出货量复合年均增长率降至约60%，至130万片。</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>周末刷屏！上调寒武纪目标价至1835元，高盛是怎么算的？</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周末刷屏！上调寒武纪目标价至1835元，高盛是怎么算的？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-25 10:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3754017><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛将寒武纪12个月目标价由1223元大幅上调50%至1835元，潜在上涨空间达47.6%，目标价隐含了2030年预测市盈率44倍。牛市情景下寒武纪的股价甚至可达3934元人民币。一份来自高盛的研报，再次点燃了市场对国产AI芯片龙头寒武纪的热情。8月24日，高盛在最新发布的研报中，将寒武纪的12个月目标价从1223元进一步大幅上调50%至1835元，维持“买入”评级，潜在上涨空间达47.6%。高盛...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3754017\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834","relate_stocks":{"688256":"寒武纪"},"source_url":"https://wallstreetcn.com/articles/3754017","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2562952732","content_text":"高盛将寒武纪12个月目标价由1223元大幅上调50%至1835元，潜在上涨空间达47.6%，目标价隐含了2030年预测市盈率44倍。牛市情景下寒武纪的股价甚至可达3934元人民币。一份来自高盛的研报，再次点燃了市场对国产AI芯片龙头寒武纪的热情。8月24日，高盛在最新发布的研报中，将寒武纪的12个月目标价从1223元进一步大幅上调50%至1835元，维持“买入”评级，潜在上涨空间达47.6%。高盛认为在中国云服务商资本支出增加、供应链寻求多元化以及寒武纪公司自身研发投入加强的共同推动下，其长期增长前景可期。该行复杂的估值模型将目光投向2030年，其核心逻辑在于中国AI供应链整体的市场重估。这也是市场最关心的一个点，即高盛是如何通过一个着眼于六年后的估值模型，推导出这一看起来比较惊人目标价。该行还提到，新目标价1835元人民币，隐含了2030年预测市盈率44倍或2030年预测企业价值/销售额9倍，牛市情景下寒武纪的股价甚至可达3934元人民币。三大催化剂支撑乐观前景高盛的乐观判断建立在三个核心驱动因素之上。首先是国内云厂商资本开支激增。报告援引的数据显示，腾讯在2025年第二季度的资本支出同比增长119%。高盛据此上调了对中国云市场的资本支出预测，认为这将直接利好上游的AI芯片供应商。其次，供应链多元化趋势为本土芯片厂商创造了机遇。报告指出，DeepSeek等本土大模型的迭代，正在适配下一代国产芯片，这有助于客户在关税不确定性和数据安全担忧下，降低对单一供应商的依赖，为寒武纪等本土厂商创造了市场空间。据报告，寒武纪已通过中国信通院的DeepSeek兼容性测试，印证了其研发实力。最后，寒武纪自身的研发投入决心得到确认。报告提到，公司计划在未来三年投资45亿元人民币用于AI芯片和软件研发的定向增发方案已获上交所批准，显示了公司对技术创新的坚定承诺。这意味着每年研发投入约15亿人民币，高于2024年的12亿人民币。估值揭秘：高盛如何算出1835元？市场最为关注的是1835元目标价的计算过程。高盛此次并未采用常规的近期市盈率估值，而是选择了一种更具前瞻性的贴现企业价值/EBITDA（EV/EBITDA）模型，即“远期估值折现法”（discounted EV/EBITDA）。具体来说，高盛的分析师并未纠结于寒武纪近几年的盈利数据，而是将估值基准年定在了2030年。报告解释称，届时寒武纪的息税折旧摊销前利润率（EBITDA margin）预计将达到22%，与英伟达、AMD等全球同行的盈利水平更具可比性。将应用于2030年EBITDA的目标倍数从之前的49倍上调至65倍。高盛解释称，这一上调反映了“市场对中国AI供应链的重估”。其依据是，中国半导体龙头同行的“EV/EBITDA倍数与未来一年基本面（EBITDA增长率及利润率）”的比率均值已从1.1倍上升至1.5倍。折现至当前价值： 将通过上述方法计算出的2030年目标企业价值，以12.7%的股权成本（Cost of Equity）折现回2026年，再结合公司的现金和债务情况，最终得出每股1835元的目标价。多维度交叉验证：估值是否过高？为验证其估值的合理性，报告进行了多维度交叉检验，并认为估值“并未过高”：企业价值/销售额（EV/Sales）：1835元的目标价对应9倍的2030年EV/Sales，低于公司自2022年以来的交易区间（22倍-61倍），且在全球同行范围的交易区间内，英伟达为15倍2026E EV/Sales，AMD为7倍2026E EV/Sales。市盈率（P/E）检验：目标价对应253倍的2026年市盈率和44倍的2030年市盈率，在与中国半导体同行的增长率进行比较后，报告同样认为其估值处于合理范围。高盛同时给出了不同情景下的估值。在最乐观的“牛市情景”下，若寒武纪芯片出货量年复合增长率达到约90%，其目标价可高达3934元。而在“熊市情景”下，若出货量增速放缓，目标价则可能回落至1211元。牛市情景（目标价3934元）：假设2025-2030年AI芯片出货量复合年均增长率达到约90%，至350万片。熊市情景（目标价1211元）：假设2025-2030年AI芯片出货量复合年均增长率降至约60%，至130万片。","news_type":1,"symbols_score_info":{"688256":1}},"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":470411042811992,"gmtCreate":1755877652746,"gmtModify":1755877654905,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar P","avatar":"https://static.tigerbbs.com/55bfe47a562a9809d5f55b450b1d221c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3522050789531005","idStr":"3522050789531005"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/TEM 20260618 70.0 CALL\">$TEM 20260618 70.0 CALL$</a> nice for day one","listText":"<a href=\"https://laohu8.com/OPT/TEM 20260618 70.0 CALL\">$TEM 20260618 70.0 CALL$</a> nice for day one","text":"$TEM 20260618 70.0 CALL$ nice for day one","images":[{"img":"https://static.tigerbbs.com/2f067a1cd870bca9278668283d24ab2b","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/470411042811992","isVote":1,"tweetType":1,"viewCount":659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":470399723504056,"gmtCreate":1755874671901,"gmtModify":1755874673917,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar P","avatar":"https://static.tigerbbs.com/55bfe47a562a9809d5f55b450b1d221c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3522050789531005","idStr":"3522050789531005"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTW\">$Roundhill PLTR WeeklyPay ETF(PLTW)$</a> 来点现金流","listText":"<a href=\"https://laohu8.com/S/PLTW\">$Roundhill PLTR WeeklyPay ETF(PLTW)$</a> 来点现金流","text":"$Roundhill PLTR WeeklyPay ETF(PLTW)$ 来点现金流","images":[{"img":"https://static.tigerbbs.com/be5329a923ac3419f6caca68bb504947","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/470399723504056","isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":470395176448560,"gmtCreate":1755874158413,"gmtModify":1755874160032,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar P","avatar":"https://static.tigerbbs.com/55bfe47a562a9809d5f55b450b1d221c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3522050789531005","idStr":"3522050789531005"},"themes":[],"htmlText":"真棒👍","listText":"真棒👍","text":"真棒👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/470395176448560","repostId":"2561408583","repostType":2,"repost":{"id":"2561408583","kind":"news","pubTimestamp":1755871800,"share":"https://www.laohu8.com/m/news/2561408583?lang=&edition=full","pubTime":"2025-08-22 22:10","market":"us","language":"zh","title":"Tempus AI以8100万美元收购数字病理学公司PaigeTempus AI Acquires Digital Pathology Firm Paige in $81M Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=2561408583","media":"动脉网","summary":"NEW YORK – Tempus AI announced on Friday that it has acquired digital pathology firm Paige for $81.3 million.纽约——Tempus AI于周五宣布，已以8130万美元收购数字病理学公司Paige。Tempus is paying for the acquisition primarily through issuance of its common stock, as well as through the assumption of Paige's remaining commitment under its existing Microsoft AzureTempus主要通过发行其普通股以及承担Paige在现有Microsoft Azure协议下的剩余承诺来为此次收购提供资金。Paige has a dataset that includes nearly 7 million digitized pathology slide images and associated clinical and molecular data. The firm currently offers its US Food and Drug Administration-authorizedPaige拥有一个包含近700万张数字化病理切片图像以及相关临床和分子数据的数据集。","content":"<html><body><article><p>NEW YORK – <a href=\"https://laohu8.com/S/TEM\">Tempus AI</a> announced on Friday that it has acquired digital pathology firm Paige for $81.3 million.</p><p>纽约——Tempus AI于周五宣布，已以8130万美元收购数字病理学公司Paige。</p><p>Tempus is paying for the acquisition primarily through issuance of its common stock, as well as through the assumption of Paige's remaining commitment under its existing Microsoft Azure</p><p>Tempus主要通过发行其普通股以及承担Paige在现有Microsoft Azure协议下的剩余承诺来为此次收购提供资金。</p><p>cloud services agreement.</p><p>云服务协议。</p><p>The acquisition will allow Tempus to grow its dataset, expand its technical team, and establish a 'strong footprint' in digital pathology, the company said in a statement.</p><p>公司表示，此次收购将使Tempus扩大其数据集，扩充其技术团队，并在数字病理学领域建立“强大的影响力”。</p><p>Paige has a dataset that includes nearly 7 million digitized pathology slide images and associated clinical and molecular data. The firm currently offers its US Food and Drug Administration-authorized</p><p>Paige拥有一个包含近700万张数字化病理切片图像以及相关临床和分子数据的数据集。该公司目前提供其获得<a href=\"https://laohu8.com/S/USFD\">美国食品</a>药品监督管理局授权的</p><p>Paige Prostate test</p><p>Paige 前列腺测试</p><p>to help diagnose prostate cancer, along with multiple research-use-only cancer detection and differentiation solutions.</p><p>有助于诊断前列腺癌，同时提供多种仅供研究使用的癌症检测和鉴别解决方案。</p><p>'As we embark upon building the largest foundation model that's ever been built in oncology, the acquisition of Paige substantially accelerates our efforts,' Tempus Founder and CEO Eric Lefkofsky said in a statement. 'Paige is a leader in digital pathology and has amassed one of the most comprehensive digital pathology datasets in the world through .</p><p>“当我们着手构建迄今为止在肿瘤学领域最大的基础模型时，对Paige的收购大大加速了我们的进程，”Tempus创始人兼首席执行官Eric Lefkofsky在一份声明中表示。“Paige是数字病理学领域的领导者，并通过其积累了世界上最全面的数字病理数据集之一。</p><p>its</p><p>它的</p><p>relationship</p><p>关系</p><p>with Memorial Sloan Kettering Cancer Center</p><p>与纪念斯隆凯特琳癌症中心</p><p>. We believe both the Paige team, with their deep generative AI experience, and the dataset they have built, will be catalytic across all of our AI efforts.'</p><p>我们相信，拥有深厚生成式人工智能经验的Paige团队及其构建的数据集将对我们在人工智能领域的所有努力起到催化作用。</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>Tempus AI以8100万美元收购数字病理学公司PaigeTempus AI Acquires Digital Pathology Firm Paige in $81M Deal</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\">\nTempus AI以8100万美元收购数字病理学公司PaigeTempus AI Acquires Digital Pathology Firm Paige in $81M Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-22 22:10 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025082222132194f4d588&s=b><strong>动脉网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK – Tempus AI announced on Friday that it has acquired digital pathology firm Paige for $81.3 million.纽约——Tempus AI于周五宣布，已以8130万美元收购数字病理学公司Paige。Tempus is paying for the acquisition primarily ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025082222132194f4d588&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4613":"AI应用软件","BK4611":"AI医疗","BK4121":"生命科学工具和服务","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","TEM":"Tempus AI","LU1861558580.USD":"日兴方舟颠覆性创新基金B"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025082222132194f4d588&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2561408583","content_text":"NEW YORK – Tempus AI announced on Friday that it has acquired digital pathology firm Paige for $81.3 million.纽约——Tempus AI于周五宣布，已以8130万美元收购数字病理学公司Paige。Tempus is paying for the acquisition primarily through issuance of its common stock, as well as through the assumption of Paige's remaining commitment under its existing Microsoft AzureTempus主要通过发行其普通股以及承担Paige在现有Microsoft Azure协议下的剩余承诺来为此次收购提供资金。cloud services agreement.云服务协议。The acquisition will allow Tempus to grow its dataset, expand its technical team, and establish a 'strong footprint' in digital pathology, the company said in a statement.公司表示，此次收购将使Tempus扩大其数据集，扩充其技术团队，并在数字病理学领域建立“强大的影响力”。Paige has a dataset that includes nearly 7 million digitized pathology slide images and associated clinical and molecular data. The firm currently offers its US Food and Drug Administration-authorizedPaige拥有一个包含近700万张数字化病理切片图像以及相关临床和分子数据的数据集。该公司目前提供其获得美国食品药品监督管理局授权的Paige Prostate testPaige 前列腺测试to help diagnose prostate cancer, along with multiple research-use-only cancer detection and differentiation solutions.有助于诊断前列腺癌，同时提供多种仅供研究使用的癌症检测和鉴别解决方案。'As we embark upon building the largest foundation model that's ever been built in oncology, the acquisition of Paige substantially accelerates our efforts,' Tempus Founder and CEO Eric Lefkofsky said in a statement. 'Paige is a leader in digital pathology and has amassed one of the most comprehensive digital pathology datasets in the world through .“当我们着手构建迄今为止在肿瘤学领域最大的基础模型时，对Paige的收购大大加速了我们的进程，”Tempus创始人兼首席执行官Eric Lefkofsky在一份声明中表示。“Paige是数字病理学领域的领导者，并通过其积累了世界上最全面的数字病理数据集之一。its它的relationship关系with Memorial Sloan Kettering Cancer Center与纪念斯隆凯特琳癌症中心. We believe both the Paige team, with their deep generative AI experience, and the dataset they have built, will be catalytic across all of our AI efforts.'我们相信，拥有深厚生成式人工智能经验的Paige团队及其构建的数据集将对我们在人工智能领域的所有努力起到催化作用。","news_type":1,"symbols_score_info":{"TEM":1}},"isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":470375099773504,"gmtCreate":1755869145521,"gmtModify":1755869147252,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar P","avatar":"https://static.tigerbbs.com/55bfe47a562a9809d5f55b450b1d221c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3522050789531005","idStr":"3522050789531005"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> AI大战导致卖铲子公司芯片基本是供不应求吧，直到一个季度前还在解决新款产能问题，两年内也看不到有竞对能超越他，加上增长快速，预期估值不高，怕什么。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> AI大战导致卖铲子公司芯片基本是供不应求吧，直到一个季度前还在解决新款产能问题，两年内也看不到有竞对能超越他，加上增长快速，预期估值不高，怕什么。","text":"$英伟达(NVDA)$ AI大战导致卖铲子公司芯片基本是供不应求吧，直到一个季度前还在解决新款产能问题，两年内也看不到有竞对能超越他，加上增长快速，预期估值不高，怕什么。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/470375099773504","isVote":1,"tweetType":1,"viewCount":917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":470476198375952,"gmtCreate":1755837782516,"gmtModify":1755837784245,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar P","avatar":"https://static.tigerbbs.com/55bfe47a562a9809d5f55b450b1d221c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3522050789531005","idStr":"3522050789531005"},"themes":[],"htmlText":"收钱的没涨，买家先贴为敬，这是个什么样扭曲的交易","listText":"收钱的没涨，买家先贴为敬，这是个什么样扭曲的交易","text":"收钱的没涨，买家先贴为敬，这是个什么样扭曲的交易","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/470476198375952","repostId":"1120293163","repostType":4,"repost":{"id":"1120293163","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":1755833817,"share":"https://www.laohu8.com/m/news/1120293163?lang=&edition=full","pubTime":"2025-08-22 11:36","market":"hk","language":"zh","title":"港股异动｜航空股普跌，中国国航跌近7%，东方航空跌超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1120293163","media":"老虎资讯综合","summary":"美兰空港跟跌。","content":"<html><head></head><body><p>周五，港股航空股走低，其中， <a href=\"https://laohu8.com/S/00753\">中国国航</a> 跌近7%表现最弱， <a href=\"https://laohu8.com/S/00670\">中国东方航空股份</a> 跌超5%， <a href=\"https://laohu8.com/S/01055\">中国南方航空股份</a> 跌超3%，美兰空港跟跌。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/530554f183ef9962af91fb353c2486e8\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息上，上市航司发布7月运营数据。东兴证券指出，7月上市公司国内航线运力投放同比提升2.3%，环比6月提升约20.5%。行业进入旺季，运力投放环比提升较为明显，但从同比角度考虑，增速并不算很高。客座率方面，7月上市公司整体客座率较去年同期提升约0.6pct，但环比6月则下降1.0pct。今年年初以来航司客座率整体高于去年同期，但7月旺季客座率增幅收窄至0.6pct，叠加旺季客座率反而环比走低，说明今年旺季需求端或弱于航司的预期。</p><p>值得一提的是，有知情人士透露，波音公司正进一步迈向与中国敲定出售多达500架飞机的协议。双方仍在就复杂的销售条款进行磋商，包括机型、数量以及交付时间表等。</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>港股异动｜航空股普跌，中国国航跌近7%，东方航空跌超5%</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; 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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港股异动｜航空股普跌，中国国航跌近7%，东方航空跌超5%\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\">2025-08-22 11:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周五，港股航空股走低，其中， <a href=\"https://laohu8.com/S/00753\">中国国航</a> 跌近7%表现最弱， <a href=\"https://laohu8.com/S/00670\">中国东方航空股份</a> 跌超5%， <a href=\"https://laohu8.com/S/01055\">中国南方航空股份</a> 跌超3%，美兰空港跟跌。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/530554f183ef9962af91fb353c2486e8\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息上，上市航司发布7月运营数据。东兴证券指出，7月上市公司国内航线运力投放同比提升2.3%，环比6月提升约20.5%。行业进入旺季，运力投放环比提升较为明显，但从同比角度考虑，增速并不算很高。客座率方面，7月上市公司整体客座率较去年同期提升约0.6pct，但环比6月则下降1.0pct。今年年初以来航司客座率整体高于去年同期，但7月旺季客座率增幅收窄至0.6pct，叠加旺季客座率反而环比走低，说明今年旺季需求端或弱于航司的预期。</p><p>值得一提的是，有知情人士透露，波音公司正进一步迈向与中国敲定出售多达500架飞机的协议。双方仍在就复杂的销售条款进行磋商，包括机型、数量以及交付时间表等。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f88249ed98ab539f0d15b501695daf8e","relate_stocks":{"00753":"中国国航","01055":"中国南方航空股份","00670":"中国东方航空股份"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120293163","content_text":"周五，港股航空股走低，其中， 中国国航 跌近7%表现最弱， 中国东方航空股份 跌超5%， 中国南方航空股份 跌超3%，美兰空港跟跌。消息上，上市航司发布7月运营数据。东兴证券指出，7月上市公司国内航线运力投放同比提升2.3%，环比6月提升约20.5%。行业进入旺季，运力投放环比提升较为明显，但从同比角度考虑，增速并不算很高。客座率方面，7月上市公司整体客座率较去年同期提升约0.6pct，但环比6月则下降1.0pct。今年年初以来航司客座率整体高于去年同期，但7月旺季客座率增幅收窄至0.6pct，叠加旺季客座率反而环比走低，说明今年旺季需求端或弱于航司的预期。值得一提的是，有知情人士透露，波音公司正进一步迈向与中国敲定出售多达500架飞机的协议。双方仍在就复杂的销售条款进行磋商，包括机型、数量以及交付时间表等。","news_type":1,"symbols_score_info":{"00670":1.1,"00753":1.1,"01055":1.1}},"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":470055785230336,"gmtCreate":1755790619778,"gmtModify":1755790621650,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar 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style=\"text-align: justify;\">港股和内地市场均涨势如虹，多指数创阶段性强势——南向资金正加速流入港股，8月15日，尽管港股三大指数略有回调，南向资金净买入约358.76亿港元，刷新历史最高单日净买入纪录，今年累计净流入达9389.21亿港元，已远超去年全年8078.69亿港元。</p><p style=\"text-align: justify;\">A股三大指数今日则放量大涨，沪指再度回到3700点附近。成交额超过2.2万亿，成为A股历史上第29个成交额突破两万亿的交易日。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f178e3e49d569f6a554460c33ada794f\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">从 4 月初至今，沪深 300 指数连涨四月，有望创下 2020 年以来最长连涨纪录。其中，以科技股为主的中小盘指数表现尤为突出，沪深 1000 指数(剔除 OFAC 成分股)累计上涨超过 12%。更关键的是，这轮反弹并非 “虚火”—— A 股月均成交额连续三个月增长，实打实的交易活跃度支撑着行情。</p><p style=\"text-align: justify;\"><strong>五大核心驱动力，撑起市场信心</strong></p><p style=\"text-align: justify;\">1. 政策发力：消费与产业双管齐下</p><p style=\"text-align: justify;\">政府近期推出个人消费贷款利息补贴计划，直接提振消费信心;而在新能源领域，八家锂电企业达成 “暂停扩产” 共识，“反内卷” 行动推动行业估值修复，相关股价应声大涨。政策既拉需求，又稳供给，给市场吃了定心丸。</p><p style=\"text-align: justify;\">2. 科技股业绩爆发：AI 成最大催化剂</p><p style=\"text-align: justify;\">科技财报季开启，龙头企业表现亮眼：</p><p style=\"text-align: justify;\">腾讯 2025 年二季度营收 7529.06 亿元，调整后每股收益 27.52 元，均超市场预期 3%;受益于 AI 驱动的投放效率提升，腾讯营销服务收入同比增 20%，其中视频号、小程序广告均涨 50%，微信搜一搜广告涨 60%;游戏收入同比增 22%，《三角洲部队》等经典 IP 持续贡献力量;金融科技与企业服务收入增 10%，AI 相关服务需求激增。</p><p style=\"text-align: justify;\">不止腾讯，京东、网易等企业也交出稳健答卷：京东零售核心利润同比增 38%，网易游戏收入、递延收入均保持两位数增长，老牌 IP 的 “长青属性” 凸显。</p><p style=\"text-align: justify;\">3. 资金面给力：散户主导，情绪未过热</p><p style=\"text-align: justify;\">本轮行情中，散户投资者成为主力 —— 融资融券余额突破十年新高，达 2020.35 亿元，但高盛散户情绪指标显示当前仍属温和，未出现过度狂热，意味着后续仍有上升空间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02164970cfe8ddab1e31267932ed6e69\" title=\"A 股融资融券交易未平仓余额，黄色线为10年高点\" tg-width=\"688\" tg-height=\"605\"/><span>A 股融资融券交易未平仓余额，黄色线为10年高点</span></p><p style=\"text-align: justify;\">值得注意的是，“国家队” 操作平静，说明市场上涨更多依赖 “真实需求”，而非短期政策托底，基础更扎实。</p><p style=\"text-align: justify;\">4. 外资 “回补” 预期升温</p><p style=\"text-align: justify;\">高盛数据显示，7 月其 Prime 经纪账簿对中国市场呈净流出，但当前名义总市值与净市值出现背离。机构认为，若全球资金集中回补买盘，可能进一步放大上行动能。此外，香港最受做空的股票篮子涨 2.7%，超过恒指涨幅，空头回补也在助推行情。</p><p style=\"text-align: justify;\">5. 流动性保驾护航</p><p style=\"text-align: justify;\">中国 6 月流动性供应同比增长 4.6%，为两年多来最大增幅。充裕的资金环境不仅对冲了潜在的获利了结压力，更为股市提供了持续支撑。</p><p style=\"text-align: justify;\"><strong>布局思路：聚焦这些方向</strong></p><p style=\"text-align: justify;\">高盛交易台明确表示，当前仍偏好港股和A股的中小盘指数(中证 500/1000)。</p><p style=\"text-align: justify;\">从具体板块看，高盛偏好的方向为：</p><ol start=\"1\" style=\"\"><li><p style=\"text-align: justify;\">科技与 AI 产业链：腾讯、京东等企业的 AI 应用已见成效，半导体(如锐捷网络、神通电脑)、数据中心(万国数据、世纪互联)受益于算力需求爆发，800G 交换机等细分领域增速惊人。</p></li><li><p style=\"text-align: justify;\">消费复苏链：政策补贴直接利好消费贷款相关行业，叠加零售企业基本面改善(如京东零售利润增长)，可关注优质消费龙头。</p></li><li><p style=\"text-align: justify;\">“反内卷” 行业：锂电、光伏等达成产能共识的板块，竞争格局优化，龙头企业盈利有望修复。</p></li><li><p style=\"text-align: justify;\">高成长中小盘：中证 1000 指数成分股多为细分领域隐形冠军，受益于流动性宽松和产业升级，弹性值得期待。</p></li></ol><p style=\"text-align: justify;\">当前中国市场的反弹，是政策、业绩、资金共振的结果。高盛的 “做多” 信号，或许正是对这一趋势的确认。</p><p style=\"text-align: justify;\">对于投资者而言，把握科技升级、消费复苏、产业优化的主线，或能在这轮行情中找到属于自己的机会。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛高喊 “做多中国”：强势行情背景下，这些板块和逻辑值得关注</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛高喊 “做多中国”：强势行情背景下，这些板块和逻辑值得关注\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-15 23:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1330481.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛时隔半年之后再次重磅发声，明确表态 “再次入场，做多中国”。近期中国市场走势强劲，无论港股还是 A 股，多个指数持续上涨，背后是政策、业绩、资金等多重因素的共振。当前市场有哪些亮点，又该如何布局呢?港股和内地市场均涨势如虹，多指数创阶段性强势——南向资金正加速流入港股，8月15日，尽管港股三大指数略有回调，南向资金净买入约358.76亿港元，刷新历史最高单日净买入纪录，今年累计净流入达...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1330481.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb2ed00ac5de2097917e40947bc4a36a","relate_stocks":{"000001.SH":"上证指数","HSI":"恒生指数"},"source_url":"https://www.zhitongcaijing.com/content/detail/1330481.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1162561072","content_text":"高盛时隔半年之后再次重磅发声，明确表态 “再次入场，做多中国”。近期中国市场走势强劲，无论港股还是 A 股，多个指数持续上涨，背后是政策、业绩、资金等多重因素的共振。当前市场有哪些亮点，又该如何布局呢?港股和内地市场均涨势如虹，多指数创阶段性强势——南向资金正加速流入港股，8月15日，尽管港股三大指数略有回调，南向资金净买入约358.76亿港元，刷新历史最高单日净买入纪录，今年累计净流入达9389.21亿港元，已远超去年全年8078.69亿港元。A股三大指数今日则放量大涨，沪指再度回到3700点附近。成交额超过2.2万亿，成为A股历史上第29个成交额突破两万亿的交易日。从 4 月初至今，沪深 300 指数连涨四月，有望创下 2020 年以来最长连涨纪录。其中，以科技股为主的中小盘指数表现尤为突出，沪深 1000 指数(剔除 OFAC 成分股)累计上涨超过 12%。更关键的是，这轮反弹并非 “虚火”—— A 股月均成交额连续三个月增长，实打实的交易活跃度支撑着行情。五大核心驱动力，撑起市场信心1. 政策发力：消费与产业双管齐下政府近期推出个人消费贷款利息补贴计划，直接提振消费信心;而在新能源领域，八家锂电企业达成 “暂停扩产” 共识，“反内卷” 行动推动行业估值修复，相关股价应声大涨。政策既拉需求，又稳供给，给市场吃了定心丸。2. 科技股业绩爆发：AI 成最大催化剂科技财报季开启，龙头企业表现亮眼：腾讯 2025 年二季度营收 7529.06 亿元，调整后每股收益 27.52 元，均超市场预期 3%;受益于 AI 驱动的投放效率提升，腾讯营销服务收入同比增 20%，其中视频号、小程序广告均涨 50%，微信搜一搜广告涨 60%;游戏收入同比增 22%，《三角洲部队》等经典 IP 持续贡献力量;金融科技与企业服务收入增 10%，AI 相关服务需求激增。不止腾讯，京东、网易等企业也交出稳健答卷：京东零售核心利润同比增 38%，网易游戏收入、递延收入均保持两位数增长，老牌 IP 的 “长青属性” 凸显。3. 资金面给力：散户主导，情绪未过热本轮行情中，散户投资者成为主力 —— 融资融券余额突破十年新高，达 2020.35 亿元，但高盛散户情绪指标显示当前仍属温和，未出现过度狂热，意味着后续仍有上升空间。A 股融资融券交易未平仓余额，黄色线为10年高点值得注意的是，“国家队” 操作平静，说明市场上涨更多依赖 “真实需求”，而非短期政策托底，基础更扎实。4. 外资 “回补” 预期升温高盛数据显示，7 月其 Prime 经纪账簿对中国市场呈净流出，但当前名义总市值与净市值出现背离。机构认为，若全球资金集中回补买盘，可能进一步放大上行动能。此外，香港最受做空的股票篮子涨 2.7%，超过恒指涨幅，空头回补也在助推行情。5. 流动性保驾护航中国 6 月流动性供应同比增长 4.6%，为两年多来最大增幅。充裕的资金环境不仅对冲了潜在的获利了结压力，更为股市提供了持续支撑。布局思路：聚焦这些方向高盛交易台明确表示，当前仍偏好港股和A股的中小盘指数(中证 500/1000)。从具体板块看，高盛偏好的方向为：科技与 AI 产业链：腾讯、京东等企业的 AI 应用已见成效，半导体(如锐捷网络、神通电脑)、数据中心(万国数据、世纪互联)受益于算力需求爆发，800G 交换机等细分领域增速惊人。消费复苏链：政策补贴直接利好消费贷款相关行业，叠加零售企业基本面改善(如京东零售利润增长)，可关注优质消费龙头。“反内卷” 行业：锂电、光伏等达成产能共识的板块，竞争格局优化，龙头企业盈利有望修复。高成长中小盘：中证 1000 指数成分股多为细分领域隐形冠军，受益于流动性宽松和产业升级，弹性值得期待。当前中国市场的反弹，是政策、业绩、资金共振的结果。高盛的 “做多” 信号，或许正是对这一趋势的确认。对于投资者而言，把握科技升级、消费复苏、产业优化的主线，或能在这轮行情中找到属于自己的机会。","news_type":1,"symbols_score_info":{"000001.SH":1.1,"HSI":1.1}},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":470134884454744,"gmtCreate":1755753348234,"gmtModify":1755754794196,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar P","avatar":"https://static.tigerbbs.com/55bfe47a562a9809d5f55b450b1d221c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3522050789531005","authorIdStr":"3522050789531005"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> 这换手率绝绝子了，意味着什么呢？","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> 这换手率绝绝子了，意味着什么呢？","text":"$CoreWeave, Inc.(CRWV)$ 这换手率绝绝子了，意味着什么呢？","images":[{"img":"https://static.tigerbbs.com/5ad545fc1aecd61b7822c5b1fc829181","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/470134884454744","isVote":1,"tweetType":1,"viewCount":3295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":471729580904704,"gmtCreate":1756199893770,"gmtModify":1756199895624,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar P","avatar":"https://static.tigerbbs.com/55bfe47a562a9809d5f55b450b1d221c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3522050789531005","authorIdStr":"3522050789531005"},"themes":[],"htmlText":"有点标题党，这个只是因为股权激励计划归属于他后，他必须要就归属部分交税引起的被动卖股，完全不值得联想","listText":"有点标题党，这个只是因为股权激励计划归属于他后，他必须要就归属部分交税引起的被动卖股，完全不值得联想","text":"有点标题党，这个只是因为股权激励计划归属于他后，他必须要就归属部分交税引起的被动卖股，完全不值得联想","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/471729580904704","repostId":"2562275518","repostType":2,"repost":{"id":"2562275518","kind":"news","pubTimestamp":1756159200,"share":"https://www.laohu8.com/m/news/2562275518?lang=&edition=full","pubTime":"2025-08-26 06:00","market":"us","language":"zh","title":"Palantir CEO减持逾40万股，股价六连跌引发AI投资过热担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=2562275518","media":"智通财经","summary":"智通财经APP获悉，数据分析公司Palantir Technologies首席执行官Alex Karp上周抛售了超过40万股公司股票，引发市场关注。交易完成后，Karp仍持有约643万股Palantir股票，按周一收盘价计算，市值超过10亿美元。今年以来，Palantir股价走势强劲，尽管市场对其高估值与高波动性存疑，股价依旧节节攀升，年内累计涨幅已逾一倍。追踪软件板块的iShares Expanded Tech-Software Sector ETF亦下跌0.7%。Palantir本月早些时候公布强劲的二季度业绩后，股价一度飙升，但随即进入调整期。","content":"<html><head></head><body><p>8月26日，数据分析公司<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>首席执行官Alex Karp上周抛售了超过40万股公司股票，引发市场关注。</p><p>据美国证券交易委员会(SEC)最新披露的Form 4文件，Karp于上周三、四两日合计出售了409,072股普通股，成交价区间在142.46美元至157.56美元之间。此次交易属于自动化减持，用于缴纳限制性股票(RSU)归属后的税务义务。交易完成后，Karp仍持有约643万股Palantir股票，按周一收盘价计算，市值超过10亿美元。</p><p>今年以来，Palantir股价走势强劲，尽管市场对其高估值与高波动性存疑，股价依旧节节攀升，年内累计涨幅已逾一倍。然而，近期涨势遭遇阻力。该股自上周三起已连续六个交易日下跌，为自2024年4月以来最长连跌纪录。周一收盘价报157.17美元，跌幅1%。追踪软件板块的<a href=\"https://laohu8.com/S/EEMA\">iShares</a> Expanded Tech-Software Sector ETF亦下跌0.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/636b179d9476e8fbf6ef1181ea69d6cf\" tg-width=\"560\" tg-height=\"240\"/></p><p>Palantir本月早些时候公布强劲的二季度业绩后，股价一度飙升，但随即进入调整期。市场对人工智能板块整体热度亦有所降温，AI龙头<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)等个股近期同样承压。投资者担心生成式AI能否如预期那样快速带来可观收入。OpenAI CEO Sam Altman近日直言市场对AI“过度兴奋”，而麻省理工学院的一份研究报告也对生成式AI的商业化前景提出质疑，进一步打击投资者信心。</p><p>在此背景下，市场的目光正聚焦于英伟达本周即将公布的财报。作为AI和半导体产业的风向标，英伟达CEO黄仁勋的评论料将为AI需求走势提供重要信号。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir CEO减持逾40万股，股价六连跌引发AI投资过热担忧</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\">\nPalantir CEO减持逾40万股，股价六连跌引发AI投资过热担忧\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-26 06:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1334983.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月26日，数据分析公司Palantir首席执行官Alex Karp上周抛售了超过40万股公司股票，引发市场关注。据美国证券交易委员会(SEC)最新披露的Form 4文件，Karp于上周三、四两日合计出售了409,072股普通股，成交价区间在142.46美元至157.56美元之间。此次交易属于自动化减持，用于缴纳限制性股票(RSU)归属后的税务义务。交易完成后，Karp仍持有约643万股...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1334983.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"BK4547":"WSB热门概念","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","BK4023":"应用软件","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4585":"ETF&股票定投概念","BK4613":"AI应用软件","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","BK4543":"AI","PLTR":"Palantir Technologies Inc.","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc 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style=\"text-align: justify;\">港股和内地市场均涨势如虹，多指数创阶段性强势——南向资金正加速流入港股，8月15日，尽管港股三大指数略有回调，南向资金净买入约358.76亿港元，刷新历史最高单日净买入纪录，今年累计净流入达9389.21亿港元，已远超去年全年8078.69亿港元。</p><p style=\"text-align: justify;\">A股三大指数今日则放量大涨，沪指再度回到3700点附近。成交额超过2.2万亿，成为A股历史上第29个成交额突破两万亿的交易日。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f178e3e49d569f6a554460c33ada794f\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">从 4 月初至今，沪深 300 指数连涨四月，有望创下 2020 年以来最长连涨纪录。其中，以科技股为主的中小盘指数表现尤为突出，沪深 1000 指数(剔除 OFAC 成分股)累计上涨超过 12%。更关键的是，这轮反弹并非 “虚火”—— A 股月均成交额连续三个月增长，实打实的交易活跃度支撑着行情。</p><p style=\"text-align: justify;\"><strong>五大核心驱动力，撑起市场信心</strong></p><p style=\"text-align: justify;\">1. 政策发力：消费与产业双管齐下</p><p style=\"text-align: justify;\">政府近期推出个人消费贷款利息补贴计划，直接提振消费信心;而在新能源领域，八家锂电企业达成 “暂停扩产” 共识，“反内卷” 行动推动行业估值修复，相关股价应声大涨。政策既拉需求，又稳供给，给市场吃了定心丸。</p><p style=\"text-align: justify;\">2. 科技股业绩爆发：AI 成最大催化剂</p><p style=\"text-align: justify;\">科技财报季开启，龙头企业表现亮眼：</p><p style=\"text-align: justify;\">腾讯 2025 年二季度营收 7529.06 亿元，调整后每股收益 27.52 元，均超市场预期 3%;受益于 AI 驱动的投放效率提升，腾讯营销服务收入同比增 20%，其中视频号、小程序广告均涨 50%，微信搜一搜广告涨 60%;游戏收入同比增 22%，《三角洲部队》等经典 IP 持续贡献力量;金融科技与企业服务收入增 10%，AI 相关服务需求激增。</p><p style=\"text-align: justify;\">不止腾讯，京东、网易等企业也交出稳健答卷：京东零售核心利润同比增 38%，网易游戏收入、递延收入均保持两位数增长，老牌 IP 的 “长青属性” 凸显。</p><p style=\"text-align: justify;\">3. 资金面给力：散户主导，情绪未过热</p><p style=\"text-align: justify;\">本轮行情中，散户投资者成为主力 —— 融资融券余额突破十年新高，达 2020.35 亿元，但高盛散户情绪指标显示当前仍属温和，未出现过度狂热，意味着后续仍有上升空间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02164970cfe8ddab1e31267932ed6e69\" title=\"A 股融资融券交易未平仓余额，黄色线为10年高点\" tg-width=\"688\" tg-height=\"605\"/><span>A 股融资融券交易未平仓余额，黄色线为10年高点</span></p><p style=\"text-align: justify;\">值得注意的是，“国家队” 操作平静，说明市场上涨更多依赖 “真实需求”，而非短期政策托底，基础更扎实。</p><p style=\"text-align: justify;\">4. 外资 “回补” 预期升温</p><p style=\"text-align: justify;\">高盛数据显示，7 月其 Prime 经纪账簿对中国市场呈净流出，但当前名义总市值与净市值出现背离。机构认为，若全球资金集中回补买盘，可能进一步放大上行动能。此外，香港最受做空的股票篮子涨 2.7%，超过恒指涨幅，空头回补也在助推行情。</p><p style=\"text-align: justify;\">5. 流动性保驾护航</p><p style=\"text-align: justify;\">中国 6 月流动性供应同比增长 4.6%，为两年多来最大增幅。充裕的资金环境不仅对冲了潜在的获利了结压力，更为股市提供了持续支撑。</p><p style=\"text-align: justify;\"><strong>布局思路：聚焦这些方向</strong></p><p style=\"text-align: justify;\">高盛交易台明确表示，当前仍偏好港股和A股的中小盘指数(中证 500/1000)。</p><p style=\"text-align: justify;\">从具体板块看，高盛偏好的方向为：</p><ol start=\"1\" style=\"\"><li><p style=\"text-align: justify;\">科技与 AI 产业链：腾讯、京东等企业的 AI 应用已见成效，半导体(如锐捷网络、神通电脑)、数据中心(万国数据、世纪互联)受益于算力需求爆发，800G 交换机等细分领域增速惊人。</p></li><li><p style=\"text-align: justify;\">消费复苏链：政策补贴直接利好消费贷款相关行业，叠加零售企业基本面改善(如京东零售利润增长)，可关注优质消费龙头。</p></li><li><p style=\"text-align: justify;\">“反内卷” 行业：锂电、光伏等达成产能共识的板块，竞争格局优化，龙头企业盈利有望修复。</p></li><li><p style=\"text-align: justify;\">高成长中小盘：中证 1000 指数成分股多为细分领域隐形冠军，受益于流动性宽松和产业升级，弹性值得期待。</p></li></ol><p style=\"text-align: justify;\">当前中国市场的反弹，是政策、业绩、资金共振的结果。高盛的 “做多” 信号，或许正是对这一趋势的确认。</p><p style=\"text-align: justify;\">对于投资者而言，把握科技升级、消费复苏、产业优化的主线，或能在这轮行情中找到属于自己的机会。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛高喊 “做多中国”：强势行情背景下，这些板块和逻辑值得关注</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛高喊 “做多中国”：强势行情背景下，这些板块和逻辑值得关注\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-15 23:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1330481.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛时隔半年之后再次重磅发声，明确表态 “再次入场，做多中国”。近期中国市场走势强劲，无论港股还是 A 股，多个指数持续上涨，背后是政策、业绩、资金等多重因素的共振。当前市场有哪些亮点，又该如何布局呢?港股和内地市场均涨势如虹，多指数创阶段性强势——南向资金正加速流入港股，8月15日，尽管港股三大指数略有回调，南向资金净买入约358.76亿港元，刷新历史最高单日净买入纪录，今年累计净流入达...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1330481.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb2ed00ac5de2097917e40947bc4a36a","relate_stocks":{"000001.SH":"上证指数","HSI":"恒生指数"},"source_url":"https://www.zhitongcaijing.com/content/detail/1330481.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1162561072","content_text":"高盛时隔半年之后再次重磅发声，明确表态 “再次入场，做多中国”。近期中国市场走势强劲，无论港股还是 A 股，多个指数持续上涨，背后是政策、业绩、资金等多重因素的共振。当前市场有哪些亮点，又该如何布局呢?港股和内地市场均涨势如虹，多指数创阶段性强势——南向资金正加速流入港股，8月15日，尽管港股三大指数略有回调，南向资金净买入约358.76亿港元，刷新历史最高单日净买入纪录，今年累计净流入达9389.21亿港元，已远超去年全年8078.69亿港元。A股三大指数今日则放量大涨，沪指再度回到3700点附近。成交额超过2.2万亿，成为A股历史上第29个成交额突破两万亿的交易日。从 4 月初至今，沪深 300 指数连涨四月，有望创下 2020 年以来最长连涨纪录。其中，以科技股为主的中小盘指数表现尤为突出，沪深 1000 指数(剔除 OFAC 成分股)累计上涨超过 12%。更关键的是，这轮反弹并非 “虚火”—— A 股月均成交额连续三个月增长，实打实的交易活跃度支撑着行情。五大核心驱动力，撑起市场信心1. 政策发力：消费与产业双管齐下政府近期推出个人消费贷款利息补贴计划，直接提振消费信心;而在新能源领域，八家锂电企业达成 “暂停扩产” 共识，“反内卷” 行动推动行业估值修复，相关股价应声大涨。政策既拉需求，又稳供给，给市场吃了定心丸。2. 科技股业绩爆发：AI 成最大催化剂科技财报季开启，龙头企业表现亮眼：腾讯 2025 年二季度营收 7529.06 亿元，调整后每股收益 27.52 元，均超市场预期 3%;受益于 AI 驱动的投放效率提升，腾讯营销服务收入同比增 20%，其中视频号、小程序广告均涨 50%，微信搜一搜广告涨 60%;游戏收入同比增 22%，《三角洲部队》等经典 IP 持续贡献力量;金融科技与企业服务收入增 10%，AI 相关服务需求激增。不止腾讯，京东、网易等企业也交出稳健答卷：京东零售核心利润同比增 38%，网易游戏收入、递延收入均保持两位数增长，老牌 IP 的 “长青属性” 凸显。3. 资金面给力：散户主导，情绪未过热本轮行情中，散户投资者成为主力 —— 融资融券余额突破十年新高，达 2020.35 亿元，但高盛散户情绪指标显示当前仍属温和，未出现过度狂热，意味着后续仍有上升空间。A 股融资融券交易未平仓余额，黄色线为10年高点值得注意的是，“国家队” 操作平静，说明市场上涨更多依赖 “真实需求”，而非短期政策托底，基础更扎实。4. 外资 “回补” 预期升温高盛数据显示，7 月其 Prime 经纪账簿对中国市场呈净流出，但当前名义总市值与净市值出现背离。机构认为，若全球资金集中回补买盘，可能进一步放大上行动能。此外，香港最受做空的股票篮子涨 2.7%，超过恒指涨幅，空头回补也在助推行情。5. 流动性保驾护航中国 6 月流动性供应同比增长 4.6%，为两年多来最大增幅。充裕的资金环境不仅对冲了潜在的获利了结压力，更为股市提供了持续支撑。布局思路：聚焦这些方向高盛交易台明确表示，当前仍偏好港股和A股的中小盘指数(中证 500/1000)。从具体板块看，高盛偏好的方向为：科技与 AI 产业链：腾讯、京东等企业的 AI 应用已见成效，半导体(如锐捷网络、神通电脑)、数据中心(万国数据、世纪互联)受益于算力需求爆发，800G 交换机等细分领域增速惊人。消费复苏链：政策补贴直接利好消费贷款相关行业，叠加零售企业基本面改善(如京东零售利润增长)，可关注优质消费龙头。“反内卷” 行业：锂电、光伏等达成产能共识的板块，竞争格局优化，龙头企业盈利有望修复。高成长中小盘：中证 1000 指数成分股多为细分领域隐形冠军，受益于流动性宽松和产业升级，弹性值得期待。当前中国市场的反弹，是政策、业绩、资金共振的结果。高盛的 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href=\"https://laohu8.com/S/TEM\">Tempus AI</a>盘前大涨逾9%！该公司第二季度营收3.15亿美元，同比增长89.6%；经调整每股净亏损0.22美元，同比大幅收窄；公司将2025年全年营收预期提高至12.6亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e19bf053d718cc3351ceaa7627ef7c7b\" title=\"\" tg-width=\"981\" tg-height=\"315\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bce7d6b3bbd5bbceee9d8f83c7dd8af\" title=\"\" tg-width=\"865\" tg-height=\"834\"/></p><p style=\"text-align: start;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"BK4023":"应用软件","BK4613":"AI应用软件","TEM":"Tempus AI","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0566484027.USD":"安本美国小盘成长股","BK4611":"AI医疗","LU0757428866.USD":"THREADNEEDLE (LUX) GLOBAL SMALLER COMPANIES \"AE\" (USD) ACC","BK4121":"生命科学工具和服务","LU1559883803.SGD":"Aberdeen Standard SICAV I - North American Smaller Companies Fund A Acc 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