Madagascar P的个人主页 - 老虎社区

Madagascar P

Madagascar P

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IP属地：北京

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15粉丝

3主题

0勋章

02-27 22:50

哈哈哈哈

02-27 22:36

$PLTR 20260306 122.0 PUT$ 大炮一响，黄金万两

02-27 20:52

再抬高点就可以做空了

CoreWeave Q4营收翻倍猛增，年末积压收入668亿，亏损意外扩大，盘后跳水

02-24

这是自己玩票还得带上企业

京东创始人刘强东要造游艇，在广州官宣创立品牌 Sea Expandary

02-24

$PLTR 20260306 122.0 PUT$ 今年已经跌去了1/4，跌得有点急了

02-24

$MSFT 20260227 385.0 PUT$ 380能拿到还是很心安的吧

02-21

$TCH.HK 20260227 510.00 PUT$ 感觉这价位可以安心接

01-14

$NVDA 20260116 175.0 PUT$ 拣点芝麻

01-10

$MU 20260116 280.0 PUT$ 只能说赚点芝麻

01-09

$TSLA 20260109 440.0 PUT$ 见好就收吧

2025-12-31

利空出尽策略

特斯拉罕见公开分析师预估的Q4交付量：422,850辆，同比下降15%

2025-12-20

$贝壳(BEKE)$ 有人收到对贝壳集体诉讼的材料可么

2025-12-18

$台积电垂直价差 251219 PUT 280.0/PUT 270.0$ 天塌了

2025-12-13

$特斯拉垂直价差 251212 PUT 400.0/PUT 410.0$ 吃干抹净的做多

2025-12-12

$NVDA 20251219 172.0 PUT$ 震荡中挖点小钱钱

2025-12-09

$特斯拉垂直价差 251212 PUT 400.0/PUT 410.0$ 浪越大，鱼越多。

2025-12-06

$SNDK 20251219 170.0 PUT$ 感谢内存条送我新iphone 一部

2025-12-04

$SNDK 20251219 170.0 PUT$ 从期权数据看，200的开仓比例大，2周内应该很难突破，下行看到170拖底。这股波动率相当夸张。

2025-12-03

这下该降息了吧

“小非农”爆冷！11月就业人数意外下降，小微企业成“重灾区”

2025-12-03

$GLD 20251217 375.0 PUT$ 小幅做多黄金，继续涨问题不大

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P","avatar":"https://static.tigerbbs.com/55bfe47a562a9809d5f55b450b1d221c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3522050789531005","idStr":"3522050789531005"},"themes":[],"htmlText":"哈哈哈哈","listText":"哈哈哈哈","text":"哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537325207111136","isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537321857901944,"gmtCreate":1772202983699,"gmtModify":1772203519567,"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":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/PLTR 20260306 122.0 PUT\">$PLTR 20260306 122.0 PUT$</a> 大炮一响，黄金万两","listText":"<a href=\"https://laohu8.com/OPT/PLTR 20260306 122.0 PUT\">$PLTR 20260306 122.0 PUT$</a> 大炮一响，黄金万两","text":"$PLTR 20260306 122.0 PUT$ 大炮一响，黄金万两","images":[{"img":"https://static.tigerbbs.com/e5d577fe7b963b859791ccbbb94c1062","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537321857901944","isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":537296007796304,"gmtCreate":1772196747844,"gmtModify":1772196750122,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar 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Q4营收翻倍猛增，年末积压收入668亿，亏损意外扩大，盘后跳水","url":"https://stock-news.laohu8.com/highlight/detail?id=2614773040","media":"华尔街见闻","summary":"CoreWeave称，2025年成为史上最快实现50亿美元年营收的云服务商。到年末，含RPO的积压订单收入668亿美元，较年初增超三倍。Q4 EPS亏损0.89美元，同比扩大1.6倍，为分析师预期的四倍多，营业同比由盈转亏8900万美元，净亏损4.52亿美元几乎为一年前9倍。公司预计2026年资本支出至少300亿美元、至少为2025年三倍，到年底ARR收入多达190亿。股价盘后跌超10%。","content":"<p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的“干儿子”、AI基础设施供应商<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>去年第四季度营收翻倍猛增，亏损不降反增。这份高增长、重投入的成绩单折射出AI算力赛道高速扩张的成本代价。</p><p>截至2025年12月31日的公司第四财季，CoreWeave营收同比增长逾110%，较分析师预期营收高逾1%，2025财年营收51.31亿美元，较上年增长约168%。该司CEO Michael Intrator称，2025年公司成为“史上最快实现50亿美元年营收的云服务商”。</p><p>CoreWeave的首席财务官（CFO）Nitin Agrawal披露，截至2025年末，公司积压订单（backlog）收入增至668亿美元，是年初的四倍以上。积压订单激增显示，AI算力需求仍在加速。Agrawal称：“这为我们2026年及以后的发展提供了极佳的可见性。CoreWeave已做好充分准备，实现持续高速增长。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5481dcad25610fd5801f8e6f99c57509\" tg-width=\"1300\" tg-height=\"670\"></p><p>但四季度CoreWeave的盈利明显承压。经营层面从2024年同期的盈利转为亏损，每股收益（EPS）同比亏损扩大1.6倍至0.89美元，是分析师预期亏损0.21美元的四倍多。净亏损4.52亿美元，几乎是一年前亏损额5100万美元的8.9倍。拖累利润的核心因素包括：为扩张算力而快速抬升的折旧摊销、显著走高的利息支出，以及IPO后股权激励费用的放大。</p><p>业绩电话会上，CoreWeave高管透露，预计2026年公司资本支出至少300亿美元。这意味着，今年的资本支出至少较去年增长两倍2025年的三倍。</p><p>该司还预计，2026年每个季度利润都将扩大，四季度利润将有两位数的百分比增长；一季度销售19亿-20亿美元，调整后营业利润0至4000万美元；到2026年年底，年度经常性收入（ARR）为170亿至190亿美元，2027年将达300亿美元。</p><p>财报公布后，周四收跌逾0.4%的CoreWeave股价跳水，业绩电话会期间，盘后跌幅扩大到10%以上。</p><p>分析认为，从财报本身看，市场的“挑剔”主要集中在扩张带来的利润率下滑、亏损扩大以及利息负担显著上升。在高估值预期之下，投资者对增长的质量和资本效率更敏感。此外，CoreWeave的财报未给出业绩指引细节，盘后也容易放大不确定性。投资者会更关注2026年的增速能否维持、资本开支强度是否继续抬升、以及利润率何时改善。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/36f8d015302e595c9a982e98737ab430\" tg-width=\"850\" tg-height=\"694\"></p><h2 id=\"id_3825546120\">AI算力需求推动，客户覆盖面继续外扩</h2><p>四季度营收从去年同期的7.47亿美元跃升至15.72亿美元，同比增长约110.4%。公司将增长归功于更广泛客户群采用CoreWeave Cloud来运行“多样化、持续增长的工作负载”，并披露了一批客户与合作进展：</p><ul style=\"\"><li><p>客户侧：覆盖AI实验室、超大规模云厂商（hyperscalers）与企业客户，提及Cognition、<a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a>、Cursor、Mercado Libre、Midjourney、Runway等。</p></li><li><p>合作侧：公司强调与既有hyperscaler云客户的合作关系继续扩大，并宣布与CrowdStrike达成全球合作伙伴关系，瞄准“agentic era”的安全AI云底座。</p></li></ul><p>对CoreWeave而言，这类“AI基础设施供给”生意的关键不只在于签单，更在于能否持续交付GPU与电力资源。公司披露四季度新增约260MW的活跃电力容量，总活跃电力容量超过850MW；同时将总签约电力提升至约3.1GW，并进一步分散供应商组合。</p><h2 id=\"id_3465788004\">积压收入体现可见度大增 但交付与资本压力也重</h2><p>截至2025年末，CoreWeave的积压订单收入达668亿美元。公司特别说明，该指标包含剩余履约义务（RPO）以及其他在已承诺客户合同项下、预计未来确认为收入的金额，但前提是满足交付与服务可用性要求。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/622150b81cc88ae2b4c105071ef06f3d\" tg-width=\"1308\" tg-height=\"678\"></p><p>对投资者而言，这一数字强化了两层“可见度”：</p><ul style=\"\"><li><p>需求可见度：在AI训练/推理需求仍偏紧的阶段，长期合同与积压订单意味着客户粘性和未来收入锁定程度更高。</p></li><li><p>交付可见度：订单要转成收入，核心约束仍是数据中心、电力、网络与GPU上架速度；而这往往对应更高的资本开支、供应链协调与融资需求。市场在盘后偏负面反应，某种程度上也反映了对“增长需要多大投入、利润何时兑现”的再定价。</p></li></ul><p>另一个与积压相呼应的科目是递延收入：截至2025年末，公司递延收入合计约81.85亿美元，其中短期17.09亿美元、长期64.76亿美元。递延收入上升通常代表已签约、已开票但尚未确认的收入增加，在一定程度上也支撑了经营现金流。</p><h2 id=\"id_2679183259\">经营层面同比转亏，利息与折旧摊销放大利润波动</h2><p>四季度公司GAAP口径的盈利恶化，是盘后股价走弱的直接触发点之一：</p><ul style=\"\"><li><p>营业利润率转负：四季度营业亏损8900万美元，上年、即2024年同期盈利1.13亿美元，经营利润率从一年前的15%降至-6%。</p></li><li><p>净亏损扩大：四季度净亏损4.52亿美元，2024年同期净亏损5100万美元，净亏损率从-7%扩大至-29%。</p></li><li><p>利息支出高企：四季度净利息支出3.88亿美元，约为去年同期此类支出1.49亿美元的2.6倍，全年净利息支出更是达到12.29亿美元。</p></li></ul><p>成本结构上，四季度总运营费用16.61亿美元大幅攀升，为上年同期的2.6倍，主要来自：</p><ul style=\"\"><li><p>技术与基础设施费用9.50亿美元，上年同期为3.98亿美元</p></li><li><p>收入成本5.09亿美元，上年同期为1.82亿美元</p></li><li><p>管理费用1.50亿美元，上年同期为4800万美元</p></li><li><p>股权激励费用四季度1.57亿美元（上年同期为仅800万美元），全年达6.30亿美元（上年同期为3100万美元），IPO后股权激励“显性化”对GAAP口径下利润扰动明显。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/faf62af298c91035edacc699c84ba105\" tg-width=\"1270\" tg-height=\"649\"></p><p>值得注意的是，CoreWeave的非GAAP指标仍显示了业务运转不差、但利润被财务与非现金项目压制的特征：</p><ul style=\"\"><li><p>四季度调整后息税折旧摊销前利润（EBITDA）为8.98亿美元，较市场预期的9.29亿美元低3.3%，调整后EBITDA利润率57%，上年同期为65%</p></li><li><p>四季度调整后经营利润8800万美元，调整后经营利润率6%，上年同期为16%</p></li><li><p>四季度调整后净亏损2.84亿美元，上年同期调整后净亏损3600万美元</p></li></ul><p>利润率的回落，意味着公司在高速扩张算力供给的同时，成本、折旧与融资结构对当期利润的挤压正在加大——这类“高增长但利润弹性不足”的组合，往往也是财报后股价更敏感的原因。</p><h2 id=\"id_3069390773\">经营现金流为正，重资产扩张带来更高杠杆与再融资需求</h2><p>现金流方面，CoreWeave四季度经营活动现金流净流入15.59亿美元，全年经营活动现金流净流入30.58亿美元。经营现金流的强劲，部分来自递延收入增加（四季度递延收入增加27.72亿美元），但也能看到增长的“占款效应”——四季度应收账款增加带来15.0亿美元的现金流出，全年应收账款现金流出更达到27.49亿美元。</p><p>投资端则凸显“AI基建公司的重资产属性”：</p><ul style=\"\"><li><p>四季度购置物业设备等资本支出40.60亿美元</p></li><li><p>全年资本开支103.09亿美元</p></li></ul><p>截至2025年末，公司资产端的重资产规模快速抬升：固定资产净额305.57亿美元（2024年末为119.15亿美元），使用权资产82.31亿美元。负债端也相应扩张：期末有息债务合计约213.73亿美元（其中一年内到期67.08亿美元），叠加较高的利息支出，市场对其融资成本、再融资节奏与利率敏感度更容易保持警惕。</p><p>公司也披露了“增强金融弹性”的动作：包括发行约26亿美元可转债，以及将循环信贷额度扩大至25亿美元。对一家仍处在“先把算力铺开”的公司而言，这类动作有助于延长资金跑道，但同时也会让投资者更关注资产负债表的扩张速度与资本回报兑现路径。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6392d796292c961f563e9243810a4eb4\" tg-width=\"1272\" tg-height=\"683\"></p><h2 id=\"id_3740242831\">业务与技术进展：围绕英伟达生态与开发者工作流加速补齐“平台化”能力</h2><p>在产品与生态侧，CoreWeave继续强化其“为AI而生”的差异化叙事，包括：</p><ul style=\"\"><li><p>成为首家被评为英伟达 Exemplar Cloud、支持GB200 NVL72训练工作负载的云厂商</p></li><li><p>连续第二次获得SemiAnalysis的Platinum ClusterMAX评级</p></li><li><p>推出面向AI工作负载的AI Object Storage，并宣布“零出站费迁移”（zero egress migration）</p></li><li><p>发布Serverless RL（托管式强化学习能力），并扩展Mission Control能力（如遥测中继、GPU straggler检测等）</p></li><li><p>通过收购Monolith、Marimo扩展平台能力与开发者工作流</p></li><li><p>推出CoreWeave Federal，切入政府与公共部门场景，并参与<a href=\"https://laohu8.com/S/USEG\">美国能源</a>部相关计划</p></li></ul><p>这些动作共同指向一个方向：在“GPU供给+数据中心”之外，CoreWeave试图把竞争从纯算力租赁推进到更平台化的工具链与工作流，从而提高客户粘性与单位算力的变现效率。市场接下来更关心的，可能是这套平台化能力能否在扩大规模的同时，带来更稳定的利润率表现，以及公司在业绩电话会中将如何描述2026年的交付节奏与盈利路径。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CoreWeave Q4营收翻倍猛增，年末积压收入668亿，亏损意外扩大，盘后跳水</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\">\nCoreWeave Q4营收翻倍猛增，年末积压收入668亿，亏损意外扩大，盘后跳水\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-27 06:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3766298><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达的“干儿子”、AI基础设施供应商CoreWeave去年第四季度营收翻倍猛增，亏损不降反增。这份高增长、重投入的成绩单折射出AI算力赛道高速扩张的成本代价。截至2025年12月31日的公司第四财季，CoreWeave营收同比增长逾110%，较分析师预期营收高逾1%，2025财年营收51.31亿美元，较上年增长约168%。该司CEO Michael Intrator称，2025年公司成为“史上...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3766298\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWV":"CoreWeave, Inc.","CORD":"T-REX 2X INVERSE CRWV DAILY TARGET ETF","BK4116":"互联网服务与基础架构","CWVX":"2倍做多CRWV ETF-Tradr","CRWU":"2倍做多CRWV ETF-T-Rex","CRWG":"2倍做多CRWV ETF-Leverage Shares"},"source_url":"https://wallstreetcn.com/articles/3766298","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2614773040","content_text":"英伟达的“干儿子”、AI基础设施供应商CoreWeave去年第四季度营收翻倍猛增，亏损不降反增。这份高增长、重投入的成绩单折射出AI算力赛道高速扩张的成本代价。截至2025年12月31日的公司第四财季，CoreWeave营收同比增长逾110%，较分析师预期营收高逾1%，2025财年营收51.31亿美元，较上年增长约168%。该司CEO Michael Intrator称，2025年公司成为“史上最快实现50亿美元年营收的云服务商”。CoreWeave的首席财务官（CFO）Nitin Agrawal披露，截至2025年末，公司积压订单（backlog）收入增至668亿美元，是年初的四倍以上。积压订单激增显示，AI算力需求仍在加速。Agrawal称：“这为我们2026年及以后的发展提供了极佳的可见性。CoreWeave已做好充分准备，实现持续高速增长。”但四季度CoreWeave的盈利明显承压。经营层面从2024年同期的盈利转为亏损，每股收益（EPS）同比亏损扩大1.6倍至0.89美元，是分析师预期亏损0.21美元的四倍多。净亏损4.52亿美元，几乎是一年前亏损额5100万美元的8.9倍。拖累利润的核心因素包括：为扩张算力而快速抬升的折旧摊销、显著走高的利息支出，以及IPO后股权激励费用的放大。业绩电话会上，CoreWeave高管透露，预计2026年公司资本支出至少300亿美元。这意味着，今年的资本支出至少较去年增长两倍2025年的三倍。该司还预计，2026年每个季度利润都将扩大，四季度利润将有两位数的百分比增长；一季度销售19亿-20亿美元，调整后营业利润0至4000万美元；到2026年年底，年度经常性收入（ARR）为170亿至190亿美元，2027年将达300亿美元。财报公布后，周四收跌逾0.4%的CoreWeave股价跳水，业绩电话会期间，盘后跌幅扩大到10%以上。分析认为，从财报本身看，市场的“挑剔”主要集中在扩张带来的利润率下滑、亏损扩大以及利息负担显著上升。在高估值预期之下，投资者对增长的质量和资本效率更敏感。此外，CoreWeave的财报未给出业绩指引细节，盘后也容易放大不确定性。投资者会更关注2026年的增速能否维持、资本开支强度是否继续抬升、以及利润率何时改善。AI算力需求推动，客户覆盖面继续外扩四季度营收从去年同期的7.47亿美元跃升至15.72亿美元，同比增长约110.4%。公司将增长归功于更广泛客户群采用CoreWeave Cloud来运行“多样化、持续增长的工作负载”，并披露了一批客户与合作进展：客户侧：覆盖AI实验室、超大规模云厂商（hyperscalers）与企业客户，提及Cognition、CrowdStrike、Cursor、Mercado Libre、Midjourney、Runway等。合作侧：公司强调与既有hyperscaler云客户的合作关系继续扩大，并宣布与CrowdStrike达成全球合作伙伴关系，瞄准“agentic era”的安全AI云底座。对CoreWeave而言，这类“AI基础设施供给”生意的关键不只在于签单，更在于能否持续交付GPU与电力资源。公司披露四季度新增约260MW的活跃电力容量，总活跃电力容量超过850MW；同时将总签约电力提升至约3.1GW，并进一步分散供应商组合。积压收入体现可见度大增 但交付与资本压力也重截至2025年末，CoreWeave的积压订单收入达668亿美元。公司特别说明，该指标包含剩余履约义务（RPO）以及其他在已承诺客户合同项下、预计未来确认为收入的金额，但前提是满足交付与服务可用性要求。对投资者而言，这一数字强化了两层“可见度”：需求可见度：在AI训练/推理需求仍偏紧的阶段，长期合同与积压订单意味着客户粘性和未来收入锁定程度更高。交付可见度：订单要转成收入，核心约束仍是数据中心、电力、网络与GPU上架速度；而这往往对应更高的资本开支、供应链协调与融资需求。市场在盘后偏负面反应，某种程度上也反映了对“增长需要多大投入、利润何时兑现”的再定价。另一个与积压相呼应的科目是递延收入：截至2025年末，公司递延收入合计约81.85亿美元，其中短期17.09亿美元、长期64.76亿美元。递延收入上升通常代表已签约、已开票但尚未确认的收入增加，在一定程度上也支撑了经营现金流。经营层面同比转亏，利息与折旧摊销放大利润波动四季度公司GAAP口径的盈利恶化，是盘后股价走弱的直接触发点之一：营业利润率转负：四季度营业亏损8900万美元，上年、即2024年同期盈利1.13亿美元，经营利润率从一年前的15%降至-6%。净亏损扩大：四季度净亏损4.52亿美元，2024年同期净亏损5100万美元，净亏损率从-7%扩大至-29%。利息支出高企：四季度净利息支出3.88亿美元，约为去年同期此类支出1.49亿美元的2.6倍，全年净利息支出更是达到12.29亿美元。成本结构上，四季度总运营费用16.61亿美元大幅攀升，为上年同期的2.6倍，主要来自：技术与基础设施费用9.50亿美元，上年同期为3.98亿美元收入成本5.09亿美元，上年同期为1.82亿美元管理费用1.50亿美元，上年同期为4800万美元股权激励费用四季度1.57亿美元（上年同期为仅800万美元），全年达6.30亿美元（上年同期为3100万美元），IPO后股权激励“显性化”对GAAP口径下利润扰动明显。值得注意的是，CoreWeave的非GAAP指标仍显示了业务运转不差、但利润被财务与非现金项目压制的特征：四季度调整后息税折旧摊销前利润（EBITDA）为8.98亿美元，较市场预期的9.29亿美元低3.3%，调整后EBITDA利润率57%，上年同期为65%四季度调整后经营利润8800万美元，调整后经营利润率6%，上年同期为16%四季度调整后净亏损2.84亿美元，上年同期调整后净亏损3600万美元利润率的回落，意味着公司在高速扩张算力供给的同时，成本、折旧与融资结构对当期利润的挤压正在加大——这类“高增长但利润弹性不足”的组合，往往也是财报后股价更敏感的原因。经营现金流为正，重资产扩张带来更高杠杆与再融资需求现金流方面，CoreWeave四季度经营活动现金流净流入15.59亿美元，全年经营活动现金流净流入30.58亿美元。经营现金流的强劲，部分来自递延收入增加（四季度递延收入增加27.72亿美元），但也能看到增长的“占款效应”——四季度应收账款增加带来15.0亿美元的现金流出，全年应收账款现金流出更达到27.49亿美元。投资端则凸显“AI基建公司的重资产属性”：四季度购置物业设备等资本支出40.60亿美元全年资本开支103.09亿美元截至2025年末，公司资产端的重资产规模快速抬升：固定资产净额305.57亿美元（2024年末为119.15亿美元），使用权资产82.31亿美元。负债端也相应扩张：期末有息债务合计约213.73亿美元（其中一年内到期67.08亿美元），叠加较高的利息支出，市场对其融资成本、再融资节奏与利率敏感度更容易保持警惕。公司也披露了“增强金融弹性”的动作：包括发行约26亿美元可转债，以及将循环信贷额度扩大至25亿美元。对一家仍处在“先把算力铺开”的公司而言，这类动作有助于延长资金跑道，但同时也会让投资者更关注资产负债表的扩张速度与资本回报兑现路径。业务与技术进展：围绕英伟达生态与开发者工作流加速补齐“平台化”能力在产品与生态侧，CoreWeave继续强化其“为AI而生”的差异化叙事，包括：成为首家被评为英伟达 Exemplar Cloud、支持GB200 NVL72训练工作负载的云厂商连续第二次获得SemiAnalysis的Platinum ClusterMAX评级推出面向AI工作负载的AI Object Storage，并宣布“零出站费迁移”（zero egress migration）发布Serverless RL（托管式强化学习能力），并扩展Mission Control能力（如遥测中继、GPU straggler检测等）通过收购Monolith、Marimo扩展平台能力与开发者工作流推出CoreWeave Federal，切入政府与公共部门场景，并参与美国能源部相关计划这些动作共同指向一个方向：在“GPU供给+数据中心”之外，CoreWeave试图把竞争从纯算力租赁推进到更平台化的工具链与工作流，从而提高客户粘性与单位算力的变现效率。市场接下来更关心的，可能是这套平台化能力能否在扩大规模的同时，带来更稳定的利润率表现，以及公司在业绩电话会中将如何描述2026年的交付节奏与盈利路径。","news_type":1,"symbols_score_info":{"CRWV":1.98,"CRWG":0.6,"CORD":0.6,"CRWU":0.6,"CWVX":0.6}},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536251855736856,"gmtCreate":1771941731692,"gmtModify":1771941733890,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar 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Expandary，进军游艇产业，计划从研发、制造、销售、运营、租赁、经纪、服务等全产业链布局游艇产业。</p><p>同日，该品牌与深圳、珠海等地政府签署了战略合作协议，预计将在珠海投资建设游艇制造基地，在深圳建设游艇事业中国总部，参与深圳多座码头及配套设施的建设运营。</p><p>此外，Sea Expandary 还将在大湾区布局研发创新中心、游艇运营服务中心、<a href=\"https://laohu8.com/S/600794\">保税</a>维修中心等一系列配套机构。IT之家暂未查到更详细的信息。</p></body></html>","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\" content=\"telephone=no,email=no,address=no\" />\n<title>京东创始人刘强东要造游艇，在广州官宣创立品牌 Sea Expandary</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京东创始人刘强东要造游艇，在广州官宣创立品牌 Sea Expandary\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-24 19:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ithome.com/0/923/307.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据报道，京东集团创始人、董事局主席刘强东今日在广州对外官宣已创立游艇独立品牌 Sea Expandary，进军游艇产业，计划从研发、制造、销售、运营、租赁、经纪、服务等全产业链布局游艇产业。同日，该品牌与深圳、珠海等地政府签署了战略合作协议，预计将在珠海投资建设游艇制造基地，在深圳建设游艇事业中国总部，参与深圳多座码头及配套设施的建设运营。此外，Sea Expandary 还将在大湾区布局研发创新...</p>\n\n<a href=\"https://www.ithome.com/0/923/307.htm\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e654087b079c95ca8f5256e1f9695a40","relate_stocks":{"09618":"京东集团-SW","JD":"京东"},"source_url":"https://www.ithome.com/0/923/307.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2613182257","content_text":"据报道，京东集团创始人、董事局主席刘强东今日在广州对外官宣已创立游艇独立品牌 Sea Expandary，进军游艇产业，计划从研发、制造、销售、运营、租赁、经纪、服务等全产业链布局游艇产业。同日，该品牌与深圳、珠海等地政府签署了战略合作协议，预计将在珠海投资建设游艇制造基地，在深圳建设游艇事业中国总部，参与深圳多座码头及配套设施的建设运营。此外，Sea Expandary 还将在大湾区布局研发创新中心、游艇运营服务中心、保税维修中心等一系列配套机构。IT之家暂未查到更详细的信息。","news_type":1,"symbols_score_info":{"09618":2,"JD":2}},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4118191900217960","authorId":"4118191900217960","name":"雾烟暗遮世外天","avatar":"https://static.tigerbbs.com/7a865e74cd1eeef99face68ff91b503b","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"4118191900217960","idStr":"4118191900217960"},"content":"[可爱]随便倒腾后面有机会又能上市了，就跟整个京东工业一样，卖锤子扳手也能上市","text":"[可爱]随便倒腾后面有机会又能上市了，就跟整个京东工业一样，卖锤子扳手也能上市","html":"[可爱]随便倒腾后面有机会又能上市了，就跟整个京东工业一样，卖锤子扳手也能上市"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536044329247128,"gmtCreate":1771891169747,"gmtModify":1771891181881,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar 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21:24","market":"us","language":"zh","title":"特斯拉罕见公开分析师预估的Q4交付量：422,850辆，同比下降15%","url":"https://stock-news.laohu8.com/highlight/detail?id=1136251578","media":"老虎资讯综合","summary":"分析师平均预计全年交付量1,640,752辆。","content":"<html><head></head><body><p>周二，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 盘初走低，跌幅超1%。特斯拉在其网站上公布了包括巴克莱、富国银行、摩根士丹利、瑞银、杰富瑞等多家大行分析师对Q4车辆交付量的预估汇总数据。<strong>根据特斯拉的统计，分析师平均预计第四季度交付量为422,850辆，比去年同期下降15%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce156f0b3ffbbe2a4808deb5a7d6435c\" title=\"\" tg-width=\"2526\" tg-height=\"910\"/></p><p>相比之下，彭博汇编的第四季度交付量平均预期为445,061辆，同比降幅为10%。此外，分析师平均预计2025年全年交付量达1,640,752辆，同比下降超8%，连续第二年下滑。</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\" 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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特斯拉罕见公开分析师预估的Q4交付量：422,850辆，同比下降15%\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\">2025-12-30 21:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 盘初走低，跌幅超1%。特斯拉在其网站上公布了包括巴克莱、富国银行、摩根士丹利、瑞银、杰富瑞等多家大行分析师对Q4车辆交付量的预估汇总数据。<strong>根据特斯拉的统计，分析师平均预计第四季度交付量为422,850辆，比去年同期下降15%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce156f0b3ffbbe2a4808deb5a7d6435c\" title=\"\" tg-width=\"2526\" tg-height=\"910\"/></p><p>相比之下，彭博汇编的第四季度交付量平均预期为445,061辆，同比降幅为10%。此外，分析师平均预计2025年全年交付量达1,640,752辆，同比下降超8%，连续第二年下滑。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/340d3c04436bbba1df239d6d4a7e3fd2","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136251578","content_text":"周二，特斯拉 盘初走低，跌幅超1%。特斯拉在其网站上公布了包括巴克莱、富国银行、摩根士丹利、瑞银、杰富瑞等多家大行分析师对Q4车辆交付量的预估汇总数据。根据特斯拉的统计，分析师平均预计第四季度交付量为422,850辆，比去年同期下降15%。相比之下，彭博汇编的第四季度交付量平均预期为445,061辆，同比降幅为10%。此外，分析师平均预计2025年全年交付量达1,640,752辆，同比下降超8%，连续第二年下滑。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512844121186336,"gmtCreate":1766233125493,"gmtModify":1766233128795,"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":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$&nbsp;</a> 有人收到对贝壳集体诉讼的材料可么","listText":"<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$&nbsp;</a> 有人收到对贝壳集体诉讼的材料可么","text":"$贝壳(BEKE)$ 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浪越大，鱼越多。","images":[{"img":"https://static.tigerbbs.com/6af55cb2e4962b20b3af0f4afd852591","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508932823130112","isVote":1,"tweetType":1,"viewCount":1411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":507852920053968,"gmtCreate":1764970438496,"gmtModify":1764970441361,"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":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/SNDK 20251219 170.0 PUT\">$SNDK 20251219 170.0 PUT$</a> 感谢内存条送我新iphone 一部","listText":"<a href=\"https://laohu8.com/OPT/SNDK 20251219 170.0 PUT\">$SNDK 20251219 170.0 PUT$</a> 感谢内存条送我新iphone 一部","text":"$SNDK 20251219 170.0 PUT$ 感谢内存条送我新iphone 一部","images":[{"img":"https://static.tigerbbs.com/73fe91af09a4f6c75410d768f5f48392","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507852920053968","isVote":1,"tweetType":1,"viewCount":1961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":507050703138848,"gmtCreate":1764806111923,"gmtModify":1764806114592,"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":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/SNDK 20251219 170.0 PUT\">$SNDK 20251219 170.0 PUT$</a> 从期权数据看，200的开仓比例大，2周内应该很难突破，下行看到170拖底。这股波动率相当夸张。","listText":"<a href=\"https://laohu8.com/OPT/SNDK 20251219 170.0 PUT\">$SNDK 20251219 170.0 PUT$</a> 从期权数据看，200的开仓比例大，2周内应该很难突破，下行看到170拖底。这股波动率相当夸张。","text":"$SNDK 20251219 170.0 PUT$ 从期权数据看，200的开仓比例大，2周内应该很难突破，下行看到170拖底。这股波动率相当夸张。","images":[{"img":"https://static.tigerbbs.com/004617e18a3fb8b4287baf6d4f0afc4e","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/507050703138848","isVote":1,"tweetType":1,"viewCount":4898,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar 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21:15","market":"us","language":"zh","title":"“小非农”爆冷！11月就业人数意外下降，小微企业成“重灾区”","url":"https://stock-news.laohu8.com/highlight/detail?id=1157953983","media":"老虎资讯综合","summary":"12月3日，美国11月ADP就业人数减少3.2万人，为2023年3月以来最低水平，预估为增加5000人，前值为增加4.2万人。","content":"<html><head></head><body><blockquote><p>美国就业市场寒意逼人。在美联储12月决议前夕，这份数据无疑再为降息派添增“弹药”。</p></blockquote><p><strong>根据薪资处理公司ADP周三发布的报告，11月私营企业就业岗位意外减少3.2万个，且小企业遭受重创，11月美国劳动力市场的放缓势头进一步加剧。</strong></p><p style=\"text-align: justify;\">随着市场对美国就业形势的担忧日益加剧，ADP数据表明问题比预期的更严重。<strong>此次就业人数的下降与10月份形成鲜明对比，后者经上修后为增加4.7万个岗位。</strong></p><p style=\"text-align: justify;\">大型企业（即拥有50名或以上员工的公司）实际上净增了9万名员工。然而，员工少于50人的企业减少了12万个岗位，其中拥有20至49名员工的公司减少了7.4万个。这是自2023年3月以来的最大降幅。</p><p style=\"text-align: justify;\">教育和医疗服务业以3.3万人的新增招聘领跑，休闲和酒店业增加了1.3万人。但各行业广泛的下滑拉低了整体数据。</p><p style=\"text-align: justify;\"><strong>损失最大的是专业和商业服务业</strong>，减少了2.6万人。其他裁员的行业包括信息服务业（减少2万人）、制造业（减少1.8万人）以及金融活动和建筑业，后两者均减少了9000人。</p><p style=\"text-align: justify;\"><strong>薪资增长速度也有所放缓，留任员工的薪资同比上涨4.4%，较10月份下降了0.1个百分点。</strong></p><p style=\"text-align: justify;\">“随着雇主应对谨慎的消费者和不确定的宏观经济环境，近期的招聘一直起伏不定，”ADP首席经济学家Nela Richardson表示。“虽然11月的放缓是普遍现象，但主要是由小企业的收缩主导的。”</p><p style=\"text-align: justify;\"><strong>这份ADP报告是美联储在12月9日至10日开会前能看到的最后一份就业数据</strong>。期货交易员认为，尽管一些官员对应否进一步放宽政策存有疑虑，但美联储再次降息25个基点的可能性已近90%。</p><p style=\"text-align: justify;\">最近几周，美联储决策者表达了分歧的意见。一方认为有必要降息以阻止劳动力市场进一步恶化，而另一方则担心额外的降息可能会加剧通胀，目前的通胀率仍远高于美联储2%的目标。</p><p style=\"text-align: justify;\"><strong>受此前政府关门的影响，美国劳工统计局将非农就业数据的发布日期推迟到了12月16日。</strong></p><p></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>“小非农”爆冷！11月就业人数意外下降，小微企业成“重灾区”</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“小非农”爆冷！11月就业人数意外下降，小微企业成“重灾区”\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\">2025-12-03 21:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>美国就业市场寒意逼人。在美联储12月决议前夕，这份数据无疑再为降息派添增“弹药”。</p></blockquote><p><strong>根据薪资处理公司ADP周三发布的报告，11月私营企业就业岗位意外减少3.2万个，且小企业遭受重创，11月美国劳动力市场的放缓势头进一步加剧。</strong></p><p style=\"text-align: justify;\">随着市场对美国就业形势的担忧日益加剧，ADP数据表明问题比预期的更严重。<strong>此次就业人数的下降与10月份形成鲜明对比，后者经上修后为增加4.7万个岗位。</strong></p><p style=\"text-align: justify;\">大型企业（即拥有50名或以上员工的公司）实际上净增了9万名员工。然而，员工少于50人的企业减少了12万个岗位，其中拥有20至49名员工的公司减少了7.4万个。这是自2023年3月以来的最大降幅。</p><p style=\"text-align: justify;\">教育和医疗服务业以3.3万人的新增招聘领跑，休闲和酒店业增加了1.3万人。但各行业广泛的下滑拉低了整体数据。</p><p style=\"text-align: justify;\"><strong>损失最大的是专业和商业服务业</strong>，减少了2.6万人。其他裁员的行业包括信息服务业（减少2万人）、制造业（减少1.8万人）以及金融活动和建筑业，后两者均减少了9000人。</p><p style=\"text-align: justify;\"><strong>薪资增长速度也有所放缓，留任员工的薪资同比上涨4.4%，较10月份下降了0.1个百分点。</strong></p><p style=\"text-align: justify;\">“随着雇主应对谨慎的消费者和不确定的宏观经济环境，近期的招聘一直起伏不定，”ADP首席经济学家Nela Richardson表示。“虽然11月的放缓是普遍现象，但主要是由小企业的收缩主导的。”</p><p style=\"text-align: justify;\"><strong>这份ADP报告是美联储在12月9日至10日开会前能看到的最后一份就业数据</strong>。期货交易员认为，尽管一些官员对应否进一步放宽政策存有疑虑，但美联储再次降息25个基点的可能性已近90%。</p><p style=\"text-align: justify;\">最近几周，美联储决策者表达了分歧的意见。一方认为有必要降息以阻止劳动力市场进一步恶化，而另一方则担心额外的降息可能会加剧通胀，目前的通胀率仍远高于美联储2%的目标。</p><p style=\"text-align: justify;\"><strong>受此前政府关门的影响，美国劳工统计局将非农就业数据的发布日期推迟到了12月16日。</strong></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157953983","content_text":"美国就业市场寒意逼人。在美联储12月决议前夕，这份数据无疑再为降息派添增“弹药”。根据薪资处理公司ADP周三发布的报告，11月私营企业就业岗位意外减少3.2万个，且小企业遭受重创，11月美国劳动力市场的放缓势头进一步加剧。随着市场对美国就业形势的担忧日益加剧，ADP数据表明问题比预期的更严重。此次就业人数的下降与10月份形成鲜明对比，后者经上修后为增加4.7万个岗位。大型企业（即拥有50名或以上员工的公司）实际上净增了9万名员工。然而，员工少于50人的企业减少了12万个岗位，其中拥有20至49名员工的公司减少了7.4万个。这是自2023年3月以来的最大降幅。教育和医疗服务业以3.3万人的新增招聘领跑，休闲和酒店业增加了1.3万人。但各行业广泛的下滑拉低了整体数据。损失最大的是专业和商业服务业，减少了2.6万人。其他裁员的行业包括信息服务业（减少2万人）、制造业（减少1.8万人）以及金融活动和建筑业，后两者均减少了9000人。薪资增长速度也有所放缓，留任员工的薪资同比上涨4.4%，较10月份下降了0.1个百分点。“随着雇主应对谨慎的消费者和不确定的宏观经济环境，近期的招聘一直起伏不定，”ADP首席经济学家Nela 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等这一轮的AI基础建设狂潮稳定住，AI应用将是下一个风口，而精准医疗绝对是最好的应用场景，与其现在FOMO，不如及早布局下一个10倍股。","text":"$TEM 20260618 70.0 CALL$ 等这一轮的AI基础建设狂潮稳定住，AI应用将是下一个风口，而精准医疗绝对是最好的应用场景，与其现在FOMO，不如及早布局下一个10倍股。","images":[{"img":"https://static.tigerbbs.com/8f0cc8886724bde90a45e1ce8194f578","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/487176981066056","isVote":1,"tweetType":1,"viewCount":9608,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010484","authorId":"10000000000010484","name":"笑猫日记","avatar":"https://static.tigerbbs.com/56e720c7d3a4835efa4409feb9b8f386","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010484","idStr":"10000000000010484"},"content":"暴跌会带崩卫宁健康，华大基因这些仿AI医疗股吗？","text":"暴跌会带崩卫宁健康，华大基因这些仿AI医疗股吗？","html":"暴跌会带崩卫宁健康，华大基因这些仿AI医疗股吗？"},{"author":{"id":"10000000000010322","authorId":"10000000000010322","name":"四十退休","avatar":"https://static.tigerbbs.com/916d922cdb12fb6f658dbad7646c76a5","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010322","idStr":"10000000000010322"},"content":"精准医疗前景不错，但风险也大，要谨慎啊","text":"精准医疗前景不错，但风险也大，要谨慎啊","html":"精准医疗前景不错，但风险也大，要谨慎啊"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":507050703138848,"gmtCreate":1764806111923,"gmtModify":1764806114592,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar 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从期权数据看，200的开仓比例大，2周内应该很难突破，下行看到170拖底。这股波动率相当夸张。","images":[{"img":"https://static.tigerbbs.com/004617e18a3fb8b4287baf6d4f0afc4e","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/507050703138848","isVote":1,"tweetType":1,"viewCount":4898,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar P","avatar":"https://static.tigerbbs.com/55bfe47a562a9809d5f55b450b1d221c","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3522050789531005","idStr":"3522050789531005"},"content":"一天就打脸，一天就赚钱","text":"一天就打脸，一天就赚钱","html":"一天就打脸，一天就赚钱"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":512844121186336,"gmtCreate":1766233125493,"gmtModify":1766233128795,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar 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拟减持332500股，总价约3045万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1164163761","media":"老虎公告助手","summary":"Tempus AI高管 Eric Lefkofsky拟于10月28日出售332500股公司普通股票，总市值约3045万美元。过去3个月内，Eric Lefkofsky已累计发生4次减持，共计633458股。","content":"Tempus AI高管 Eric Lefkofsky拟于10月28日出售332500股公司普通股票，总市值约3045万美元。过去3个月内，Eric Lefkofsky已累计发生4次减持，共计633458股。","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>Form 144 | Tempus AI高管 Eric Lefkofsky 拟减持332500股，总价约3045万美元</title>\n<style 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Lefkofsky拟于10月28日出售332500股公司普通股票，总市值约3045万美元。过去3个月内，Eric Lefkofsky已累计发生4次减持，共计633458股。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TEM":"Tempus AI"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164163761","content_text":"Tempus AI高管 Eric Lefkofsky拟于10月28日出售332500股公司普通股票，总市值约3045万美元。过去3个月内，Eric Lefkofsky已累计发生4次减持，共计633458股。","news_type":1,"symbols_score_info":{"TEM":1}},"isVote":1,"tweetType":1,"viewCount":1684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":470134884454744,"gmtCreate":1755753348234,"gmtModify":1755754794196,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar 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今年已经跌去了1/4，跌得有点急了","images":[{"img":"https://static.tigerbbs.com/7605c2a7848fbbc138436420cc8ee7ab","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536044329247128","isVote":1,"tweetType":1,"viewCount":2801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"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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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\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4588":"碎股","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","BK4613":"AI应用软件","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","BK4547":"WSB热门概念","BK4585":"ETF&股票定投概念","BK4023":"应用软件","PLTR":"Palantir Technologies Inc.","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4543":"AI"},"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 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。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。","news_type":1,"symbols_score_info":{"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":2879,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561030238523001","authorId":"3561030238523001","name":"Liangxu 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