雨泊的个人主页 - 老虎社区

雨泊

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IP属地：上海

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2主题

0勋章

04-20

$胜宏科技(02476)$ 只能280，最近议价太多

02-27

$海致科技集团(02706)$ 垃圾

02-26

$阿里巴巴(BABA)$ 最近有点低迷啊，感觉整个科创都被拖拉

02-24

主要是没啥搞的，都很弱

无视海外“AI恐慌”，中国市场狂炒AI赢家

02-24

$卧安机器人(06600)$ 这个有点垃圾啊啊啊啊啊啊

02-24

$智谱(02513)$ 真的很离谱…跌宕起伏，心惊

02-24

$海致科技集团(02706)$ 同类大哥们都起飞了

02-23

$海致科技集团(02706)$

01-27

$银诺医药-B(02591)$ 为啥一下就48

01-09

$智谱(02513)$ 卖早了[财迷]

2025-08-05

$华虹半导体(01347)$

2025-02-12

阿里云本来就隐藏大牛🐮

2021-11-29

$理想汽车(LI)$终于解套了...88

2020-08-04

$海吉亚医疗(06078)$没有啥信息就这飞啊

2020-07-31

$理想汽车(LI)$要跑吗？啥情况

2020-07-31

$理想汽车(LI)$都开始了还没有公布中签结果，老虎啥情况啊

2020-07-30

$理想汽车(LI)$老虎这咋回事

2020-07-28

$微美全息(WIMI)$盘钱跌那么多，居然这样拉

2020-07-17

这篇文章不错，转发给大家看

抱歉，原内容已删除

2020-07-17

$建业新生活(09983)$为啥今天拉高真多啊

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/02476\">$胜宏科技(02476)$ </a> 只能280，最近议价太多","listText":"<a href=\"https://laohu8.com/S/02476\">$胜宏科技(02476)$ </a> 只能280，最近议价太多","text":"$胜宏科技(02476)$ 只能280，最近议价太多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555578667206952","isVote":1,"tweetType":1,"viewCount":1087,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537140352524368,"gmtCreate":1772158745263,"gmtModify":1772159370659,"author":{"id":"3534397979195857","authorId":"3534397979195857","name":"雨泊","avatar":"https://static.tigerbbs.com/282057986a018fbca0e62f0f86c0c140","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3534397979195857","idStr":"3534397979195857"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02706\">$海致科技集团(02706)$ </a> 垃圾","listText":"<a href=\"https://laohu8.com/S/02706\">$海致科技集团(02706)$ </a> 垃圾","text":"$海致科技集团(02706)$ 垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537140352524368","isVote":1,"tweetType":1,"viewCount":1140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536983484588312,"gmtCreate":1772120434773,"gmtModify":1772120436953,"author":{"id":"3534397979195857","authorId":"3534397979195857","name":"雨泊","avatar":"https://static.tigerbbs.com/282057986a018fbca0e62f0f86c0c140","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3534397979195857","idStr":"3534397979195857"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 最近有点低迷啊，感觉整个科创都被拖拉","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 最近有点低迷啊，感觉整个科创都被拖拉","text":"$阿里巴巴(BABA)$ 最近有点低迷啊，感觉整个科创都被拖拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536983484588312","isVote":1,"tweetType":1,"viewCount":1444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536126250050704,"gmtCreate":1771911175355,"gmtModify":1771911177538,"author":{"id":"3534397979195857","authorId":"3534397979195857","name":"雨泊","avatar":"https://static.tigerbbs.com/282057986a018fbca0e62f0f86c0c140","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3534397979195857","idStr":"3534397979195857"},"themes":[],"title":"","htmlText":"主要是没啥搞的，都很弱","listText":"主要是没啥搞的，都很弱","text":"主要是没啥搞的，都很弱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536126250050704","repostId":"2613422265","repostType":2,"repost":{"id":"2613422265","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":1771801351,"share":"https://www.laohu8.com/m/news/2613422265?lang=zh_CN&edition=full","pubTime":"2026-02-23 07:02","market":"hk","language":"zh","title":"无视海外“AI恐慌”，中国市场狂炒AI赢家","url":"https://stock-news.laohu8.com/highlight/detail?id=2613422265","media":"华尔街见闻","summary":"同一个AI，截然相反的命运。美国市场陷入\"恐慌性抛售\"，中国投资者疯狂追捧：智谱AI一度暴涨524%，MiniMax一度飙升488%。分歧本质是美国投资者焦虑于丰厚利润池面临竞争威胁，而中国关注的仍是市场渗透。","content":"<html><head></head><body><blockquote><p>同一个AI，截然相反的命运。美国市场陷入&#34;恐慌性抛售&#34;，中国投资者疯狂追捧：智谱AI一度暴涨524%，MiniMax一度飙升488%。分歧本质是美国投资者焦虑于丰厚利润池面临竞争威胁，而中国关注的仍是市场渗透。</p></blockquote><p style=\"text-align: left;\">当美国市场陷入&#34;AI恐慌交易&#34;，投资者抛售软件公司和财富管理机构之际，中国投资者却在大举追捧人工智能概念股。这种截然不同的市场情绪反映出两地投资者对AI技术的根本性分歧：美国担忧既有商业模式被颠覆，中国则聚焦于增长机遇和降本潜力。</p><p style=\"text-align: left;\">本月发布新模型或升级现有产品的国内公司成为投资者宠儿。MiniMax和智谱AI最为典型，两家公司股价在2月均翻倍。摩根士丹利等华尔街投行的看涨评级进一步推高市场热情，纯AI概念股正从传统互联网巨头手中抢夺资金。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f66a9ce5a95c55fc661f1ecf512ba1d\" tg-width=\"1358\" tg-height=\"1002\"/></p><p style=\"text-align: left;\">这种市场分化背后是投资逻辑的差异。盛宝市场首席投资策略师Charu Chanana表示，<strong>中国市场仍专注于AI能带来什么帮助，而非它会从现有企业手中夺走什么。美国投资者焦虑于丰厚利润池面临竞争威胁，而中国关注的仍是市场渗透。</strong></p><h2 id=\"id_235728084\" style=\"text-align: left;\">新上市AI股领涨</h2><p style=\"text-align: left;\">MiniMax和智谱AI受到投资者青睐，部分原因在于全球范围内构建大模型的上市公司稀缺。两家公司均于1月在香港上市，智谱AI股价此后一度飙升524%，MiniMax大涨488%。相比之下，被视为行业先驱的OpenAI和Anthropic仍未上市。</p><p style=\"text-align: left;\">其他近期上市的中国AI相关股票同样表现强劲。芯片设计商壁仞科技自1月2日上市以来涨幅超80%，澜起科技自2月9日挂牌以来飙升逾98%。</p><p style=\"text-align: left;\">国内公司还受益于光环效应，两家美国企业的私募融资轮次显示估值持续攀升，OpenAI接近以超过8500亿美元估值融资逾1000亿美元，而Anthropic在2月初以3800亿美元估值融资300亿美元。</p><h2 id=\"id_3774993577\" style=\"text-align: left;\">技术突破提振估值</h2><p style=\"text-align: left;\"><strong>新模型发布和融资数据推动了估值重估。</strong>Jefferies分析师Edison Lee等人在2月13日研报中写道：&#34;中国AI估值存在上行空间。&#34;</p><p style=\"text-align: left;\">智谱AI近期发布的最新大语言模型GLM-5在基准测试网站Artificial Analysis上超越Moonshot AI数周前推出的竞品，成为全球开源模型榜首。据Jefferies研报，这是中国AI实验室有史以来取得的最高排名。</p><p style=\"text-align: left;\">部分市场热情与DeepSeek有关，市场预计DeepSeek很快将发布下一代模型，可能提振整个板块。市场还预期，DeepSeek等中国AI模型的成本竞争力可能加速用户采纳。</p><p style=\"text-align: left;\">目前国内投资者将每一项AI新进展视为催化剂，不仅利好开发者，也惠及新工具的使用者。字节跳动近期推出视频制作应用，引发影视传媒股集体上涨。</p><p style=\"text-align: left;\">Allspring Global Investments投资组合经理Gary Tan表示：&#34;中国市场参与者与全球投资者的分歧反映出中国AI格局在结构上的独特性。&#34;不过部分市场观察人士警告，如果盈利增长无法跟上投资者乐观情绪，估值重估可能难以持续。</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>无视海外“AI恐慌”，中国市场狂炒AI赢家</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无视海外“AI恐慌”，中国市场狂炒AI赢家\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-02-23 07:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>同一个AI，截然相反的命运。美国市场陷入&#34;恐慌性抛售&#34;，中国投资者疯狂追捧：智谱AI一度暴涨524%，MiniMax一度飙升488%。分歧本质是美国投资者焦虑于丰厚利润池面临竞争威胁，而中国关注的仍是市场渗透。</p></blockquote><p style=\"text-align: left;\">当美国市场陷入&#34;AI恐慌交易&#34;，投资者抛售软件公司和财富管理机构之际，中国投资者却在大举追捧人工智能概念股。这种截然不同的市场情绪反映出两地投资者对AI技术的根本性分歧：美国担忧既有商业模式被颠覆，中国则聚焦于增长机遇和降本潜力。</p><p style=\"text-align: left;\">本月发布新模型或升级现有产品的国内公司成为投资者宠儿。MiniMax和智谱AI最为典型，两家公司股价在2月均翻倍。摩根士丹利等华尔街投行的看涨评级进一步推高市场热情，纯AI概念股正从传统互联网巨头手中抢夺资金。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f66a9ce5a95c55fc661f1ecf512ba1d\" tg-width=\"1358\" tg-height=\"1002\"/></p><p style=\"text-align: left;\">这种市场分化背后是投资逻辑的差异。盛宝市场首席投资策略师Charu Chanana表示，<strong>中国市场仍专注于AI能带来什么帮助，而非它会从现有企业手中夺走什么。美国投资者焦虑于丰厚利润池面临竞争威胁，而中国关注的仍是市场渗透。</strong></p><h2 id=\"id_235728084\" style=\"text-align: left;\">新上市AI股领涨</h2><p style=\"text-align: left;\">MiniMax和智谱AI受到投资者青睐，部分原因在于全球范围内构建大模型的上市公司稀缺。两家公司均于1月在香港上市，智谱AI股价此后一度飙升524%，MiniMax大涨488%。相比之下，被视为行业先驱的OpenAI和Anthropic仍未上市。</p><p style=\"text-align: left;\">其他近期上市的中国AI相关股票同样表现强劲。芯片设计商壁仞科技自1月2日上市以来涨幅超80%，澜起科技自2月9日挂牌以来飙升逾98%。</p><p style=\"text-align: left;\">国内公司还受益于光环效应，两家美国企业的私募融资轮次显示估值持续攀升，OpenAI接近以超过8500亿美元估值融资逾1000亿美元，而Anthropic在2月初以3800亿美元估值融资300亿美元。</p><h2 id=\"id_3774993577\" style=\"text-align: left;\">技术突破提振估值</h2><p style=\"text-align: left;\"><strong>新模型发布和融资数据推动了估值重估。</strong>Jefferies分析师Edison Lee等人在2月13日研报中写道：&#34;中国AI估值存在上行空间。&#34;</p><p style=\"text-align: left;\">智谱AI近期发布的最新大语言模型GLM-5在基准测试网站Artificial Analysis上超越Moonshot AI数周前推出的竞品，成为全球开源模型榜首。据Jefferies研报，这是中国AI实验室有史以来取得的最高排名。</p><p style=\"text-align: left;\">部分市场热情与DeepSeek有关，市场预计DeepSeek很快将发布下一代模型，可能提振整个板块。市场还预期，DeepSeek等中国AI模型的成本竞争力可能加速用户采纳。</p><p style=\"text-align: left;\">目前国内投资者将每一项AI新进展视为催化剂，不仅利好开发者，也惠及新工具的使用者。字节跳动近期推出视频制作应用，引发影视传媒股集体上涨。</p><p style=\"text-align: left;\">Allspring Global Investments投资组合经理Gary Tan表示：&#34;中国市场参与者与全球投资者的分歧反映出中国AI格局在结构上的独特性。&#34;不过部分市场观察人士警告，如果盈利增长无法跟上投资者乐观情绪，估值重估可能难以持续。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae","relate_stocks":{"159819":"AI智能","CQQQ":"中国科技指数ETF-Guggenheim","MCHI":"中国ETF-iShares MSCI","DRAG":"中国龙ETF-Roundhill","BK4585":"ETF&股票定投概念","KWEB":"中国海外互联网ETF-KraneShares","00100":"MINIMAX-W","ASHS":"德银沪深中证500指数ETF","BK4504":"桥水持仓","BK4614":"Manus概念股","BK4588":"碎股","LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" 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