Alex_0099的个人主页 - 老虎社区

Alex_0099

Alex_0099

暂无个人介绍

IP属地：上海

19关注

11粉丝

1主题

0勋章

05-23

$房利美(FNMA)$ 居然没人买这个？

05-19

‌$Coinbase Global, Inc.(COIN)$ ‌买入的时机？

05-19

小米完犊子，蔚来有希望

新车上市，蔚来“咬死了”不降价

05-16

$Coinbase Global, Inc.(COIN)$ well， data pulled it back， 300 next week

05-16

他在公布并进500前抛，难道真的不知道？有这么傻的董事公司堪忧

Form 4 | Coinbase Global, Inc.董事 Frederick Ehrsam 减持45356股

05-15

LISA在100价位自己买一个亿最有力

AMD董事会批准60亿美元新股票回购计划

05-14

苏妈威武！

AMD董事会批准60亿美元新股票回购计划

05-14

‌$Coinbase Global, Inc.(COIN)$ ‌蓄势待发

05-14

$超微电脑(SMCI)$ 这货抽风的厉害

05-13

你今天不买和150时一样，后面会后悔

@khikho:Coinbase被纳入标普500啦

05-13

$Coinbase Global, Inc.(COIN)$ 300见

05-13

$Coinbase Global, Inc.(COIN)$ 操，昨天本来想加仓，没这命啊

05-12

‌$美国超微公司(AMD)$ ‌就像川说的，现在抓紧买股票

05-09

‌$Coinbase Global, Inc.(COIN)$ ‌coin还没有跟着BTC涨，但蓄力待发

05-09

$美国超微公司(AMD)$ 所有利空出尽，就剩上涨了！此时不入更待何时？

05-09

$Coinbase Global, Inc.(COIN)$ 没有和比特币同步

05-08

$理想汽车-W(02015)$ 理想近期稳涨，买少了[看涨]

05-07

这么恶劣的环境下高速增长，牛逼克拉斯！

AMD盘后股价巨震！Q1营收及Q2指引超预期增长，但出口管制预期带来收入削减

04-22

$美国超微公司(AMD)$ 苏妈应该这个时候ALL in，绝对大赚一笔

04-12

$小鹏汽车(XPEV)$ NB

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3535535770162265","uuid":"3535535770162265","gmtCreate":1572441749985,"gmtModify":1706620600468,"name":"Alex_0099","pinyin":"alex0099alex0099","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":11,"headSize":19,"tweetSize":180,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.04.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"上海","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":437899288793400,"gmtCreate":1747944251460,"gmtModify":1747944252991,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FNMA\">$房利美(FNMA)$ </a> 居然没人买这个？","listText":"<a href=\"https://laohu8.com/S/FNMA\">$房利美(FNMA)$ </a> 居然没人买这个？","text":"$房利美(FNMA)$ 居然没人买这个？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437899288793400","isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":436835124175504,"gmtCreate":1747662070564,"gmtModify":1747662071780,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ &nbsp;</a>‌买入的时机？","listText":"‌<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ &nbsp;</a>‌买入的时机？","text":"‌$Coinbase Global, Inc.(COIN)$ ‌买入的时机？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/436835124175504","isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":436767962509376,"gmtCreate":1747645451636,"gmtModify":1747647819713,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"小米完犊子，蔚来有希望","listText":"小米完犊子，蔚来有希望","text":"小米完犊子，蔚来有希望","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/436767962509376","repostId":"2536555340","repostType":2,"repost":{"id":"2536555340","kind":"news","pubTimestamp":1747627854,"share":"https://www.laohu8.com/m/news/2536555340?lang=&edition=full","pubTime":"2025-05-19 12:10","market":"us","language":"zh","title":"新车上市，蔚来“咬死了”不降价","url":"https://stock-news.laohu8.com/highlight/detail?id=2536555340","media":"腾讯新闻","summary":"将近两年没有走量新车上市，蔚来终于迎来双6上新。相比于2024款的双6价格，全新车型主打“加量不加价”。不过，新双6上市，难免抢占老款车型的部分市场。进入2025年以来，蔚来开启了一场风暴式改革。好在经过一系列调整后，蔚来销量开始回暖。4月份，蔚来交付量为2.39万辆，同比、环比增速都超过了50%。其中，蔚来ET9在首个完整交付月的上险量是835台，超过了宝马7系和奥迪A8L，成功打破外资品牌在高端行政轿车市场的垄断格局。","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6415f8e8934f4b8c7e31e8fcee268510\" tg-width=\"1080\" tg-height=\"680\"/></p><p><strong>将近两年没有走量新车上市，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>终于迎来双6上新。相比上一代车型，新ES6和EC6没有降价揽客，但新技术和配置拉满。在疯狂卷低价的市场情绪下，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>的思路是坚守价格体系，守住品牌价值。就看消费者是否买账了。</strong></p><p><strong>ET9技术下放，坚守双6价格体系</strong></p><p>两款新车同一天上市，看得出来，蔚来确实在过紧日子。与上次萤火虫发布会一样，此次双6（蔚来ES6、EC6）上市，也是在蔚来牛屋（蔚来中心NIO House）举办，省去了租用会场的成本。场地中心摆放着两台新车，除此之外没有其他花里胡哨的东西。</p><p>5月16日，蔚来6系SUV双子星——智能电动全能SUV新ES6，智能电动轿跑SUV新EC6同步上市。蔚来已经将近两年没有走量车型上市，这次双6推向市场，拉开了“5566”（蔚来ET5、ET5T、ES6、EC6）集体迭代的大幕，也是蔚来冲一把销量的希望。</p><p>此次双6中期改款，市场最关心的是蔚来能否拿出一个有竞争力的价格。官方信息显示，新ES6整车购买起售价33.8万元，BaaS（选用电池租赁方案）后起售价26.8万元，新EC6整车购买起售价35.8万元，BaaS后起售价28.8万元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4bc0bf53959dc70795d74e74729a2331\" alt=\"▲蔚来新ES6 新EC6售价。图 / 蔚来官方\" title=\"▲蔚来新ES6 新EC6售价。图 / 蔚来官方\" tg-width=\"1080\" tg-height=\"568\"/><span>▲蔚来新ES6 新EC6售价。图 / 蔚来官方</span></p><p>在疯狂卷低价的市场情绪下，蔚来的思路是坚守价格体系，守住品牌价值。相比于2024款的双6价格，全新车型主打“加量不加价”。同时，蔚来也在向外界传递一个信号，通过旗舰技术构建品牌护城河，远比简单粗暴的低价策略更能稳固市场地位。</p><p>因此，新一代双6虽然没有降价，但相较于旧款，在智能化、安全性和舒适性上进行了不少技术升级。新双6融入了ET9的设计语言，还继承了ET9在座舱方面的<a href=\"https://laohu8.com/S/DLX\">豪华</a>配置，例如同款的行政级座椅标准、同款的内饰工艺用料以及后排防晕车模式和全系标配的静音轮胎等。</p><p>在安全层面，新双6同样与ET9看齐。</p><p>发布会开始之前，蔚来董事长、CEO李斌亲自上阵，进行爆胎测试，力证自家新车的安全与可靠。李斌亲自驾驶一台新ES6车型，以125公里/小时的速度测试了高速状态，新车爆胎后的车身控制表现。现场<a href=\"https://laohu8.com/S/VIDE\">视频显示</a>，在车的右前轮和右后轮被切割爆胎时，车辆发出巨响，但没有大幅度摇摆偏移，并最终在车道内稳稳停下。</p><p>高速爆胎安全控制功能是蔚来旗舰豪车ET9搭载的关键安全技术，支持这场测试“化险为夷”的是ET9的毫秒级直采式胎压传感器与底盘各执⾏器协同控制的结果。</p><p>当胎压传感器识别到轮胎爆裂漏⽓，在300毫秒内仪表盘和中控屏将触发提醒，告知用户爆胎事件即将发⽣，同时底盘各执⾏器随即参与到⻋辆控制中，通过驱动—制动—悬架—转向协同控制，确保⻋辆保持稳定可控的状态。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/214ebb310e963087c7e97501f705da46\" alt=\"▲CEO李斌亲自上阵，进行爆胎测试。图 / 蔚来官方\" title=\"▲CEO李斌亲自上阵，进行爆胎测试。图 / 蔚来官方\" tg-width=\"1080\" tg-height=\"720\"/><span>▲CEO李斌亲自上阵，进行爆胎测试。图 / 蔚来官方</span></p><p>据李斌透露，新ES6、EC6、ET5、ET5T都将标配这项功能，蔚来将原本应用于80万级别的ET9上的核心技术，下放到30万元级别车型上，实现了技术普惠，也成为蔚来吸引更多高端用户的一个卖点。</p><p>智能化方面也没有吝啬，新双6搭载了蔚来第三代智能系统“NT.Cedar S雪松”，标配蔚来自研的神玑NX9031芯片，算力约为1000 TOPS，相当于4颗<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>Orin X芯片，还有整车全域操作系统“SkyOS ·天枢”。</p><p>此外，新双6还搭载了29个高性能感知硬件，加上1550nm的超远距高精度激光雷达和4D成像雷达，能让车型在逆光、强光以及恶劣天气等场景下的行车安全能力有所提升。备受蔚来车主期待的蔚来世界模型NWM也在新ES6和EC6车型上标配，新增了RCM追尾碰撞预防及保护功能、紧急自主靠边停车功能、以及ET9同款影像技术——神玑安全影像功能等。</p><p>福建地区的蔚来销售告诉每人Auto，目前新款蔚来ES6和EC6的展车已到达展厅，关注这两款新车的潜在车主比较多，他手上已经有了6个提交意向金的客户。发布会后，这6个意向金客户全部决定下定。</p><p>不过，新双6上市，难免抢占老款车型的部分市场。有已经交了5000元定金的2024款ES6车主，目前正在找各种渠道将自己的订单以2500元转卖出去，她看过新款发布会后，决定购买新款ES6。也有部分同样下定了2024款ES6的老车主还在纠结，是否转定购买新款。</p><p>这个时候，蔚来就应该添一把火，加大老款的促销力度，尽快清库。</p><p><strong>自研芯片降本，单车一万</strong></p><p>坚持新车不降价，另一边努力降本，为了实现四季度盈利的目标，蔚来正在全力奔跑。</p><p>进入2025年以来，蔚来开启了一场风暴式改革。</p><p>精简团队、砍掉不赚钱的业务，合并三大品牌的销售服务体系，集中资源拼命卖车。这项改革还处于进行中。</p><p>组织“瘦身”还不够，蔚来需要自主研发的成果尽快带来回馈。这一点，在新双6上看到了回报。</p><p>据李斌透露，虽然神玑NX9031芯片的研发费用投入很高，但上车后可以为整车节省很多成本，单颗芯片就可以让每辆车降低成本1万元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ddcc4ac4b0a9482e02eed30c57ad43d7\" alt=\"▲蔚来新ES6 新EC6上市发布会，芯片展示。图 / 蔚来官方\" title=\"▲蔚来新ES6 新EC6上市发布会，芯片展示。图 / 蔚来官方\" tg-width=\"1080\" tg-height=\"720\"/><span>▲蔚来新ES6 新EC6上市发布会，芯片展示。图 / 蔚来官方</span></p><p>此前李斌曾表示，2024年蔚来用于采购英伟达OrinX芯片的花销，超过3亿美元（约合人民币21.6亿元）。神玑NX9031芯片上车后，这笔开销可以节省不少。除了新5566，蔚来以后的新车型都将搭载该芯片。</p><p>身处变革中心的蔚来员工们，亲历了这场风暴，迫切希望并相信蔚来能够尽快实现盈利。</p><p>张艺在蔚来负责用户生态的数字化基建，部门在4月份经历了一轮组织架构调整，她胆战心惊了一个月，好在如今已进入调整后的平稳阶段。但据她预计，内部还会有一波业务层面的调整。</p><p>不过，她对这种状况已经习惯了，她表示，公司想要活下去，就必须这样做。张艺坚信，这样大刀阔斧地改革，蔚来一定会走向盈利。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e9c294bf523cd711eaf598870a8bb4a\" alt=\"▲蔚来新ES6 新EC6上市发布会现场。图 / 蔚来官方\" title=\"▲蔚来新ES6 新EC6上市发布会现场。图 / 蔚来官方\" tg-width=\"1080\" tg-height=\"720\"/><span>▲蔚来新ES6 新EC6上市发布会现场。图 / 蔚来官方</span></p><p>张艺部门目前的工作重点是蔚来、乐道和萤火虫三个品牌的APP功能完善与优化，旨在提升用户体验。据她透露，其核心策略是将这三个品牌整合到一个平台化的系统中，通过开发一套可复用的基础架构来支持各品牌的APP，实现资源共享。</p><p>为了更有效地管理资源和提高效率，蔚来内部已启动了一个基于“基本经营单元”（CBU）的运营机制。在此机制下，每个单元都设有明确的ROI（投入产出比）指标以及相应的业绩奖惩制度。</p><p>张艺所在的部门也需要每个季度申请预算，他们的任务来源于各业务部门的需求，任何新功能的开发不仅要在特定预算内完成，还要接受严格的效益评估。具体来说，当业务部门提出新的功能需求时，会同时设定预算限制和预期目标。开发团队需在规定预算范围内完成新功能的开发与优化，而后期的功能效果则取决于业务部门的运作与维护。</p><p>内部改革和技术降本，这是蔚来冲刺四季度盈利最大的底气。好在经过一系列调整后，蔚来销量开始回暖。4月份，蔚来交付量为2.39万辆，同比、环比增速都超过了50%。</p><p>旗舰轿车ET9也有好消息。5月5日-5月11日，蔚来交付量为6057辆。其中，蔚来ET9在首个完整交付月的上险量是835台，超过了宝马7系和奥迪A8L，成功打破外资品牌在高端行政轿车市场的垄断格局。</p><p>蔚来6系SUV产品，从2024年至今，在30万元以上高端纯电SUV市场中，占据了49%的市场份额，相当于每卖出两台，就有一台是蔚来。去年，ES6和EC6累计销量突破10万辆，占蔚来全年总销量的近一半，是蔚来品牌销量的主力担当，也是营收大头。随着“蔚来世界模型”的落地应用，新款ES6和EC6预计在销量上又会迈上一个新台阶。</p><p>5月25日，蔚来新ET5和ET5T也将迎来上市，集齐新一代5566，蔚来将全力冲向盈利目标。</p><p>不过，在眼下的消费情绪里，能不能上岸，还得看更平价的乐道，后势如何。</p></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>新车上市，蔚来“咬死了”不降价</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\">\n新车上市，蔚来“咬死了”不降价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-19 12:10 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250518095643a4827299&s=b><strong>腾讯新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>将近两年没有走量新车上市，蔚来终于迎来双6上新。相比上一代车型，新ES6和EC6没有降价揽客，但新技术和配置拉满。在疯狂卷低价的市场情绪下，蔚来的思路是坚守价格体系，守住品牌价值。就看消费者是否买账了。ET9技术下放，坚守双6价格体系两款新车同一天上市，看得出来，蔚来确实在过紧日子。与上次萤火虫发布会一样，此次双6（蔚来ES6、EC6）上市，也是在蔚来牛屋（蔚来中心NIO House）举办，省去了...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250518095643a4827299&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250518095643a4827299&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2536555340","content_text":"将近两年没有走量新车上市，蔚来终于迎来双6上新。相比上一代车型，新ES6和EC6没有降价揽客，但新技术和配置拉满。在疯狂卷低价的市场情绪下，蔚来的思路是坚守价格体系，守住品牌价值。就看消费者是否买账了。ET9技术下放，坚守双6价格体系两款新车同一天上市，看得出来，蔚来确实在过紧日子。与上次萤火虫发布会一样，此次双6（蔚来ES6、EC6）上市，也是在蔚来牛屋（蔚来中心NIO House）举办，省去了租用会场的成本。场地中心摆放着两台新车，除此之外没有其他花里胡哨的东西。5月16日，蔚来6系SUV双子星——智能电动全能SUV新ES6，智能电动轿跑SUV新EC6同步上市。蔚来已经将近两年没有走量车型上市，这次双6推向市场，拉开了“5566”（蔚来ET5、ET5T、ES6、EC6）集体迭代的大幕，也是蔚来冲一把销量的希望。此次双6中期改款，市场最关心的是蔚来能否拿出一个有竞争力的价格。官方信息显示，新ES6整车购买起售价33.8万元，BaaS（选用电池租赁方案）后起售价26.8万元，新EC6整车购买起售价35.8万元，BaaS后起售价28.8万元。▲蔚来新ES6 新EC6售价。图 / 蔚来官方在疯狂卷低价的市场情绪下，蔚来的思路是坚守价格体系，守住品牌价值。相比于2024款的双6价格，全新车型主打“加量不加价”。同时，蔚来也在向外界传递一个信号，通过旗舰技术构建品牌护城河，远比简单粗暴的低价策略更能稳固市场地位。因此，新一代双6虽然没有降价，但相较于旧款，在智能化、安全性和舒适性上进行了不少技术升级。新双6融入了ET9的设计语言，还继承了ET9在座舱方面的豪华配置，例如同款的行政级座椅标准、同款的内饰工艺用料以及后排防晕车模式和全系标配的静音轮胎等。在安全层面，新双6同样与ET9看齐。发布会开始之前，蔚来董事长、CEO李斌亲自上阵，进行爆胎测试，力证自家新车的安全与可靠。李斌亲自驾驶一台新ES6车型，以125公里/小时的速度测试了高速状态，新车爆胎后的车身控制表现。现场视频显示，在车的右前轮和右后轮被切割爆胎时，车辆发出巨响，但没有大幅度摇摆偏移，并最终在车道内稳稳停下。高速爆胎安全控制功能是蔚来旗舰豪车ET9搭载的关键安全技术，支持这场测试“化险为夷”的是ET9的毫秒级直采式胎压传感器与底盘各执⾏器协同控制的结果。当胎压传感器识别到轮胎爆裂漏⽓，在300毫秒内仪表盘和中控屏将触发提醒，告知用户爆胎事件即将发⽣，同时底盘各执⾏器随即参与到⻋辆控制中，通过驱动—制动—悬架—转向协同控制，确保⻋辆保持稳定可控的状态。▲CEO李斌亲自上阵，进行爆胎测试。图 / 蔚来官方据李斌透露，新ES6、EC6、ET5、ET5T都将标配这项功能，蔚来将原本应用于80万级别的ET9上的核心技术，下放到30万元级别车型上，实现了技术普惠，也成为蔚来吸引更多高端用户的一个卖点。智能化方面也没有吝啬，新双6搭载了蔚来第三代智能系统“NT.Cedar S雪松”，标配蔚来自研的神玑NX9031芯片，算力约为1000 TOPS，相当于4颗英伟达Orin X芯片，还有整车全域操作系统“SkyOS ·天枢”。此外，新双6还搭载了29个高性能感知硬件，加上1550nm的超远距高精度激光雷达和4D成像雷达，能让车型在逆光、强光以及恶劣天气等场景下的行车安全能力有所提升。备受蔚来车主期待的蔚来世界模型NWM也在新ES6和EC6车型上标配，新增了RCM追尾碰撞预防及保护功能、紧急自主靠边停车功能、以及ET9同款影像技术——神玑安全影像功能等。福建地区的蔚来销售告诉每人Auto，目前新款蔚来ES6和EC6的展车已到达展厅，关注这两款新车的潜在车主比较多，他手上已经有了6个提交意向金的客户。发布会后，这6个意向金客户全部决定下定。不过，新双6上市，难免抢占老款车型的部分市场。有已经交了5000元定金的2024款ES6车主，目前正在找各种渠道将自己的订单以2500元转卖出去，她看过新款发布会后，决定购买新款ES6。也有部分同样下定了2024款ES6的老车主还在纠结，是否转定购买新款。这个时候，蔚来就应该添一把火，加大老款的促销力度，尽快清库。自研芯片降本，单车一万坚持新车不降价，另一边努力降本，为了实现四季度盈利的目标，蔚来正在全力奔跑。进入2025年以来，蔚来开启了一场风暴式改革。精简团队、砍掉不赚钱的业务，合并三大品牌的销售服务体系，集中资源拼命卖车。这项改革还处于进行中。组织“瘦身”还不够，蔚来需要自主研发的成果尽快带来回馈。这一点，在新双6上看到了回报。据李斌透露，虽然神玑NX9031芯片的研发费用投入很高，但上车后可以为整车节省很多成本，单颗芯片就可以让每辆车降低成本1万元。▲蔚来新ES6 新EC6上市发布会，芯片展示。图 / 蔚来官方此前李斌曾表示，2024年蔚来用于采购英伟达OrinX芯片的花销，超过3亿美元（约合人民币21.6亿元）。神玑NX9031芯片上车后，这笔开销可以节省不少。除了新5566，蔚来以后的新车型都将搭载该芯片。身处变革中心的蔚来员工们，亲历了这场风暴，迫切希望并相信蔚来能够尽快实现盈利。张艺在蔚来负责用户生态的数字化基建，部门在4月份经历了一轮组织架构调整，她胆战心惊了一个月，好在如今已进入调整后的平稳阶段。但据她预计，内部还会有一波业务层面的调整。不过，她对这种状况已经习惯了，她表示，公司想要活下去，就必须这样做。张艺坚信，这样大刀阔斧地改革，蔚来一定会走向盈利。▲蔚来新ES6 新EC6上市发布会现场。图 / 蔚来官方张艺部门目前的工作重点是蔚来、乐道和萤火虫三个品牌的APP功能完善与优化，旨在提升用户体验。据她透露，其核心策略是将这三个品牌整合到一个平台化的系统中，通过开发一套可复用的基础架构来支持各品牌的APP，实现资源共享。为了更有效地管理资源和提高效率，蔚来内部已启动了一个基于“基本经营单元”（CBU）的运营机制。在此机制下，每个单元都设有明确的ROI（投入产出比）指标以及相应的业绩奖惩制度。张艺所在的部门也需要每个季度申请预算，他们的任务来源于各业务部门的需求，任何新功能的开发不仅要在特定预算内完成，还要接受严格的效益评估。具体来说，当业务部门提出新的功能需求时，会同时设定预算限制和预期目标。开发团队需在规定预算范围内完成新功能的开发与优化，而后期的功能效果则取决于业务部门的运作与维护。内部改革和技术降本，这是蔚来冲刺四季度盈利最大的底气。好在经过一系列调整后，蔚来销量开始回暖。4月份，蔚来交付量为2.39万辆，同比、环比增速都超过了50%。旗舰轿车ET9也有好消息。5月5日-5月11日，蔚来交付量为6057辆。其中，蔚来ET9在首个完整交付月的上险量是835台，超过了宝马7系和奥迪A8L，成功打破外资品牌在高端行政轿车市场的垄断格局。蔚来6系SUV产品，从2024年至今，在30万元以上高端纯电SUV市场中，占据了49%的市场份额，相当于每卖出两台，就有一台是蔚来。去年，ES6和EC6累计销量突破10万辆，占蔚来全年总销量的近一半，是蔚来品牌销量的主力担当，也是营收大头。随着“蔚来世界模型”的落地应用，新款ES6和EC6预计在销量上又会迈上一个新台阶。5月25日，蔚来新ET5和ET5T也将迎来上市，集齐新一代5566，蔚来将全力冲向盈利目标。不过，在眼下的消费情绪里，能不能上岸，还得看更平价的乐道，后势如何。","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435710400353008,"gmtCreate":1747410758513,"gmtModify":1747410759854,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a> well， data pulled it back， 300 next week","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a> well， data pulled it back， 300 next week","text":"$Coinbase Global, Inc.(COIN)$ well， data pulled it back， 300 next week","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435710400353008","isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":435705931886616,"gmtCreate":1747382723604,"gmtModify":1747383072245,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"他在公布并进500前抛，难道真的不知道？有这么傻的董事公司堪忧","listText":"他在公布并进500前抛，难道真的不知道？有这么傻的董事公司堪忧","text":"他在公布并进500前抛，难道真的不知道？有这么傻的董事公司堪忧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435705931886616","repostId":"1173785069","repostType":2,"repost":{"id":"1173785069","kind":"news","weMediaInfo":{"introduction":"重大公告快速掌握","home_visible":1,"media_name":"老虎公告助手","id":"1094185691","head_image":"https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5"},"pubTimestamp":1747341014,"share":"https://www.laohu8.com/m/news/1173785069?lang=&edition=full","pubTime":"2025-05-16 04:30","market":"us","language":"zh","title":"Form 4 | Coinbase Global, Inc.董事 Frederick Ehrsam 减持45356股","url":"https://stock-news.laohu8.com/highlight/detail?id=1173785069","media":"老虎公告助手","summary":"Coinbase Global, Inc.董事 Frederick Ehrsam 于5月13日和5月14日分别进行过4次股票交易。5月13日增持了30,167股和减持了30,167股普通股票；5月14日增持了15,517股和减持了15,517股普通股票。Ehrsam 总计减持了45,356股普通股票。这些交易表明Ehrsam可能认为当前股价过高，并有一定利空影响，投资者需关注。","content":"Coinbase Global, Inc.董事 Frederick Ehrsam 于5月13日和5月14日分别进行过4次股票交易。5月13日增持了30,167股和减持了30,167股普通股票；5月14日增持了15,517股和减持了15,517股普通股票。Ehrsam 总计减持了45,356股普通股票。这些交易表明Ehrsam可能认为当前股价过高，并有一定利空影响，投资者需关注。","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 4 | Coinbase Global, Inc.董事 Frederick Ehrsam 减持45356股</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\">\nForm 4 | Coinbase Global, Inc.董事 Frederick Ehrsam 减持45356股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1094185691\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎公告助手 </p>\n<p class=\"h-time\">2025-05-16 04:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nCoinbase Global, Inc.董事 Frederick Ehrsam 于5月13日和5月14日分别进行过4次股票交易。5月13日增持了30,167股和减持了30,167股普通股票；5月14日增持了15,517股和减持了15,517股普通股票。Ehrsam 总计减持了45,356股普通股票。这些交易表明Ehrsam可能认为当前股价过高，并有一定利空影响，投资者需关注。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173785069","content_text":"Coinbase Global, Inc.董事 Frederick Ehrsam 于5月13日和5月14日分别进行过4次股票交易。5月13日增持了30,167股和减持了30,167股普通股票；5月14日增持了15,517股和减持了15,517股普通股票。Ehrsam 总计减持了45,356股普通股票。这些交易表明Ehrsam可能认为当前股价过高，并有一定利空影响，投资者需关注。","news_type":1},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435162915308352,"gmtCreate":1747260754061,"gmtModify":1747260755896,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"LISA在100价位自己买一个亿最有力","listText":"LISA在100价位自己买一个亿最有力","text":"LISA在100价位自己买一个亿最有力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435162915308352","repostId":"2535020546","repostType":2,"repost":{"id":"2535020546","kind":"news","pubTimestamp":1747229400,"share":"https://www.laohu8.com/m/news/2535020546?lang=&edition=full","pubTime":"2025-05-14 21:30","market":"us","language":"zh","title":"AMD董事会批准60亿美元新股票回购计划","url":"https://stock-news.laohu8.com/highlight/detail?id=2535020546","media":"爱集微","summary":"半导体行业巨头AMD公司今日宣布，其董事会已批准一项新的60亿美元股票回购计划。此举是在对截至2025年3月29日的现有股票回购计划约40亿美元剩余余额的基础上进行的补充，使得AMD当前的回购授权总额增至约100亿美元。回顾过往，AMD一直在积极执行股票回购计划。综上所述，AMD此次宣布的新股票回购计划，不仅彰显了公司对未来发展的信心，也是对股东利益的重视。","content":"<html><body><article><p>半导体行业巨头AMD公司今日宣布，其董事会已批准一项新的60亿美元<span>股票回购</span>计划。此举是在对截至2025年3月29日的现有股票回购计划约40亿美元剩余余额的基础上进行的补充，使得AMD当前的<span>回购</span>授权总额增至约100亿美元。</p><p>此次股票回购计划的推出，反映了AMD对公司未来发展的信心及对股东价值的重视。股票回购通常被视为公司管理层认为股票价格低于其内在价值时的积极举措，通过回购减少流通股数量，可以提高<span>每股收益</span>，从而增加股东的投资回报。</p><p>回顾过往，AMD一直在积极执行股票回购计划。此次新增的60亿美元回购计划，进一步强化了公司对股东回报的承诺。在全球半导体市场竞争激烈的背景下，AMD通过回购股票，不仅能够提升公司的财务灵活性，还能在一定程度上增强投资者对公司的信心。</p><p>随着半导体技术的不断进步和市场需求的增长，AMD持续加大研发投入，推动产品创新。公司在高性能计算、图形处理和数据中心等领域均展现出强劲的竞争力。此次股票回购计划的实施，有望进一步提升公司的市场地位，为股东创造更大的价值。</p><p>综上所述，AMD此次宣布的新股票回购计划，不仅彰显了公司对未来发展的信心，也是对股东利益的重视。在半导体行业竞争日趋激烈的当下，AMD通过此举展现了其对市场变化的敏锐洞察和对公司未来发展的坚定信心。</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>AMD董事会批准60亿美元新股票回购计划</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\">\nAMD董事会批准60亿美元新股票回购计划\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-14 21:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250514213456975986ac&s=b><strong>爱集微</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>半导体行业巨头AMD公司今日宣布，其董事会已批准一项新的60亿美元股票回购计划。此举是在对截至2025年3月29日的现有股票回购计划约40亿美元剩余余额的基础上进行的补充，使得AMD当前的回购授权总额增至约100亿美元。此次股票回购计划的推出，反映了AMD对公司未来发展的信心及对股东价值的重视。股票回购通常被视为公司管理层认为股票价格低于其内在价值时的积极举措，通过回购减少流通股数量，可以提高每股...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250514213456975986ac&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"561980":"半导体设备ETF","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4566":"资本集团","LU0056508442.USD":"贝莱德世界科技基金A2","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4543":"AI","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","GFS":"GLOBALFOUNDRIES Inc.","BK4588":"碎股","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4605":"半导体精选","BK4141":"半导体产品","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","AMD":"美国超微公司","BK4573":"虚拟现实","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4512":"苹果概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4529":"IDC概念","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4554":"元宇宙及AR概念","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4532":"文艺复兴科技持仓","BK4612":"AI芯片","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4614":"Manus概念股","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4534":"瑞士信贷持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250514213456975986ac&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2535020546","content_text":"半导体行业巨头AMD公司今日宣布，其董事会已批准一项新的60亿美元股票回购计划。此举是在对截至2025年3月29日的现有股票回购计划约40亿美元剩余余额的基础上进行的补充，使得AMD当前的回购授权总额增至约100亿美元。此次股票回购计划的推出，反映了AMD对公司未来发展的信心及对股东价值的重视。股票回购通常被视为公司管理层认为股票价格低于其内在价值时的积极举措，通过回购减少流通股数量，可以提高每股收益，从而增加股东的投资回报。回顾过往，AMD一直在积极执行股票回购计划。此次新增的60亿美元回购计划，进一步强化了公司对股东回报的承诺。在全球半导体市场竞争激烈的背景下，AMD通过回购股票，不仅能够提升公司的财务灵活性，还能在一定程度上增强投资者对公司的信心。随着半导体技术的不断进步和市场需求的增长，AMD持续加大研发投入，推动产品创新。公司在高性能计算、图形处理和数据中心等领域均展现出强劲的竞争力。此次股票回购计划的实施，有望进一步提升公司的市场地位，为股东创造更大的价值。综上所述，AMD此次宣布的新股票回购计划，不仅彰显了公司对未来发展的信心，也是对股东利益的重视。在半导体行业竞争日趋激烈的当下，AMD通过此举展现了其对市场变化的敏锐洞察和对公司未来发展的坚定信心。","news_type":1},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435043613401656,"gmtCreate":1747231265493,"gmtModify":1747231267290,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"苏妈威武！","listText":"苏妈威武！","text":"苏妈威武！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435043613401656","repostId":"2535020546","repostType":2,"repost":{"id":"2535020546","kind":"news","pubTimestamp":1747229400,"share":"https://www.laohu8.com/m/news/2535020546?lang=&edition=full","pubTime":"2025-05-14 21:30","market":"us","language":"zh","title":"AMD董事会批准60亿美元新股票回购计划","url":"https://stock-news.laohu8.com/highlight/detail?id=2535020546","media":"爱集微","summary":"半导体行业巨头AMD公司今日宣布，其董事会已批准一项新的60亿美元股票回购计划。此举是在对截至2025年3月29日的现有股票回购计划约40亿美元剩余余额的基础上进行的补充，使得AMD当前的回购授权总额增至约100亿美元。回顾过往，AMD一直在积极执行股票回购计划。综上所述，AMD此次宣布的新股票回购计划，不仅彰显了公司对未来发展的信心，也是对股东利益的重视。","content":"<html><body><article><p>半导体行业巨头AMD公司今日宣布，其董事会已批准一项新的60亿美元<span>股票回购</span>计划。此举是在对截至2025年3月29日的现有股票回购计划约40亿美元剩余余额的基础上进行的补充，使得AMD当前的<span>回购</span>授权总额增至约100亿美元。</p><p>此次股票回购计划的推出，反映了AMD对公司未来发展的信心及对股东价值的重视。股票回购通常被视为公司管理层认为股票价格低于其内在价值时的积极举措，通过回购减少流通股数量，可以提高<span>每股收益</span>，从而增加股东的投资回报。</p><p>回顾过往，AMD一直在积极执行股票回购计划。此次新增的60亿美元回购计划，进一步强化了公司对股东回报的承诺。在全球半导体市场竞争激烈的背景下，AMD通过回购股票，不仅能够提升公司的财务灵活性，还能在一定程度上增强投资者对公司的信心。</p><p>随着半导体技术的不断进步和市场需求的增长，AMD持续加大研发投入，推动产品创新。公司在高性能计算、图形处理和数据中心等领域均展现出强劲的竞争力。此次股票回购计划的实施，有望进一步提升公司的市场地位，为股东创造更大的价值。</p><p>综上所述，AMD此次宣布的新股票回购计划，不仅彰显了公司对未来发展的信心，也是对股东利益的重视。在半导体行业竞争日趋激烈的当下，AMD通过此举展现了其对市场变化的敏锐洞察和对公司未来发展的坚定信心。</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>AMD董事会批准60亿美元新股票回购计划</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\">\nAMD董事会批准60亿美元新股票回购计划\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-14 21:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250514213456975986ac&s=b><strong>爱集微</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>半导体行业巨头AMD公司今日宣布，其董事会已批准一项新的60亿美元股票回购计划。此举是在对截至2025年3月29日的现有股票回购计划约40亿美元剩余余额的基础上进行的补充，使得AMD当前的回购授权总额增至约100亿美元。此次股票回购计划的推出，反映了AMD对公司未来发展的信心及对股东价值的重视。股票回购通常被视为公司管理层认为股票价格低于其内在价值时的积极举措，通过回购减少流通股数量，可以提高每股...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250514213456975986ac&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"561980":"半导体设备ETF","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4566":"资本集团","LU0056508442.USD":"贝莱德世界科技基金A2","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4543":"AI","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","GFS":"GLOBALFOUNDRIES Inc.","BK4588":"碎股","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4605":"半导体精选","BK4141":"半导体产品","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","AMD":"美国超微公司","BK4573":"虚拟现实","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4512":"苹果概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4529":"IDC概念","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4554":"元宇宙及AR概念","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4532":"文艺复兴科技持仓","BK4612":"AI芯片","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4614":"Manus概念股","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4534":"瑞士信贷持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250514213456975986ac&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2535020546","content_text":"半导体行业巨头AMD公司今日宣布，其董事会已批准一项新的60亿美元股票回购计划。此举是在对截至2025年3月29日的现有股票回购计划约40亿美元剩余余额的基础上进行的补充，使得AMD当前的回购授权总额增至约100亿美元。此次股票回购计划的推出，反映了AMD对公司未来发展的信心及对股东价值的重视。股票回购通常被视为公司管理层认为股票价格低于其内在价值时的积极举措，通过回购减少流通股数量，可以提高每股收益，从而增加股东的投资回报。回顾过往，AMD一直在积极执行股票回购计划。此次新增的60亿美元回购计划，进一步强化了公司对股东回报的承诺。在全球半导体市场竞争激烈的背景下，AMD通过回购股票，不仅能够提升公司的财务灵活性，还能在一定程度上增强投资者对公司的信心。随着半导体技术的不断进步和市场需求的增长，AMD持续加大研发投入，推动产品创新。公司在高性能计算、图形处理和数据中心等领域均展现出强劲的竞争力。此次股票回购计划的实施，有望进一步提升公司的市场地位，为股东创造更大的价值。综上所述，AMD此次宣布的新股票回购计划，不仅彰显了公司对未来发展的信心，也是对股东利益的重视。在半导体行业竞争日趋激烈的当下，AMD通过此举展现了其对市场变化的敏锐洞察和对公司未来发展的坚定信心。","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435042571719408,"gmtCreate":1747231154907,"gmtModify":1747231156228,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ &nbsp;</a>‌蓄势待发","listText":"‌<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ &nbsp;</a>‌蓄势待发","text":"‌$Coinbase Global, Inc.(COIN)$ ‌蓄势待发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435042571719408","isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435011993187136,"gmtCreate":1747223907840,"gmtModify":1747223909200,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> 这货抽风的厉害","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> 这货抽风的厉害","text":"$超微电脑(SMCI)$ 这货抽风的厉害","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/435011993187136","isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3461357890803601","authorId":"3461357890803601","name":"忧璇子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3461357890803601","authorIdStr":"3461357890803601"},"content":"今晚会不会30个点，甚至更离谱","text":"今晚会不会30个点，甚至更离谱","html":"今晚会不会30个点，甚至更离谱"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434642275639760,"gmtCreate":1747147421873,"gmtModify":1747147423806,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"你今天不买和150时一样，后面会后悔","listText":"你今天不买和150时一样，后面会后悔","text":"你今天不买和150时一样，后面会后悔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434642275639760","repostId":"434612195262560","repostType":1,"repost":{"id":434612195262560,"gmtCreate":1747140193144,"gmtModify":1747141743852,"author":{"id":"4087214492167970","authorId":"4087214492167970","name":"khikho","avatar":"https://static.tigerbbs.com/8163a6179dabb8c65b60eb5467e5834a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087214492167970","authorIdStr":"4087214492167970"},"themes":[],"title":"Coinbase被纳入标普500啦","htmlText":"哇哦，勇敢的人先发财，我一直都有关注COIN，也几次想要进场。之前 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 一百多块我要买不买，现在看他要上天，后悔莫及，哎， 都怪我之前不够勇敢 [捂脸] 。。。 之前Coinbase宣布以29亿美元收购全球最大加密衍生产品交易所Deribit，这是至今以来，加密行业史上最重要的并购之一。我以为这就已经是Coinbase的大利好消息了，今天看到Coinbase要被纳入标普500的新闻，这才是大利好啊。哈哈 [财迷] 近年来，加密货币市场经历了爆炸式增长。比特币、以太坊等主流加密货币的市值不断攀升，吸引了大量投资者的关注。Coinbase作为美国最大的加密货币交易平台，受益于这一行业趋势。虽然加密货币行业一直面临着严格的监管挑战。然而，随着行业的发展，监管环境也在逐渐明朗化。例如，2025年 特朗普 总统回归白宫后，多项针对加密货币的监管限制被撤销，为加密企业提供了更宽松的经营环境。下面这新闻也不知道是真还是假，但是这位 总统 在任，对加密币是非常友好的，这是大家都非常认同的。 全球经济的不确定性以及传统金融市场的波动，促使一些投资者寻求加密货币作为避险资产。此外，随着数字货币的普及，越来越多的机构投资者开始涉足加密货币市场。区块链技术的不断发展为加密货币行业提供了坚实的技术基础。去中心化金融（DeFi）、非同质化代币（NFT）等新兴领域的发展，进一步拓展了加密货币的应用场景。 我们从Coinbase公司基本面来看看。[你懂的] 1. 财务表现 - 营收增长：Coinbase的营收在过去两年间增长超过260%。2025年第一季度，公司营收同比增长约24%，达到20亿美元，调整后的EBITDA为9.3亿美元。然而，与2024年第四季度相比，交易收","listText":"哇哦，勇敢的人先发财，我一直都有关注COIN，也几次想要进场。之前 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 一百多块我要买不买，现在看他要上天，后悔莫及，哎， 都怪我之前不够勇敢 [捂脸] 。。。 之前Coinbase宣布以29亿美元收购全球最大加密衍生产品交易所Deribit，这是至今以来，加密行业史上最重要的并购之一。我以为这就已经是Coinbase的大利好消息了，今天看到Coinbase要被纳入标普500的新闻，这才是大利好啊。哈哈 [财迷] 近年来，加密货币市场经历了爆炸式增长。比特币、以太坊等主流加密货币的市值不断攀升，吸引了大量投资者的关注。Coinbase作为美国最大的加密货币交易平台，受益于这一行业趋势。虽然加密货币行业一直面临着严格的监管挑战。然而，随着行业的发展，监管环境也在逐渐明朗化。例如，2025年 特朗普 总统回归白宫后，多项针对加密货币的监管限制被撤销，为加密企业提供了更宽松的经营环境。下面这新闻也不知道是真还是假，但是这位 总统 在任，对加密币是非常友好的，这是大家都非常认同的。 全球经济的不确定性以及传统金融市场的波动，促使一些投资者寻求加密货币作为避险资产。此外，随着数字货币的普及，越来越多的机构投资者开始涉足加密货币市场。区块链技术的不断发展为加密货币行业提供了坚实的技术基础。去中心化金融（DeFi）、非同质化代币（NFT）等新兴领域的发展，进一步拓展了加密货币的应用场景。 我们从Coinbase公司基本面来看看。[你懂的] 1. 财务表现 - 营收增长：Coinbase的营收在过去两年间增长超过260%。2025年第一季度，公司营收同比增长约24%，达到20亿美元，调整后的EBITDA为9.3亿美元。然而，与2024年第四季度相比，交易收","text":"哇哦，勇敢的人先发财，我一直都有关注COIN，也几次想要进场。之前 $Coinbase Global, Inc.(COIN)$ 一百多块我要买不买，现在看他要上天，后悔莫及，哎， 都怪我之前不够勇敢 [捂脸] 。。。 之前Coinbase宣布以29亿美元收购全球最大加密衍生产品交易所Deribit，这是至今以来，加密行业史上最重要的并购之一。我以为这就已经是Coinbase的大利好消息了，今天看到Coinbase要被纳入标普500的新闻，这才是大利好啊。哈哈 [财迷] 近年来，加密货币市场经历了爆炸式增长。比特币、以太坊等主流加密货币的市值不断攀升，吸引了大量投资者的关注。Coinbase作为美国最大的加密货币交易平台，受益于这一行业趋势。虽然加密货币行业一直面临着严格的监管挑战。然而，随着行业的发展，监管环境也在逐渐明朗化。例如，2025年 特朗普 总统回归白宫后，多项针对加密货币的监管限制被撤销，为加密企业提供了更宽松的经营环境。下面这新闻也不知道是真还是假，但是这位 总统 在任，对加密币是非常友好的，这是大家都非常认同的。 全球经济的不确定性以及传统金融市场的波动，促使一些投资者寻求加密货币作为避险资产。此外，随着数字货币的普及，越来越多的机构投资者开始涉足加密货币市场。区块链技术的不断发展为加密货币行业提供了坚实的技术基础。去中心化金融（DeFi）、非同质化代币（NFT）等新兴领域的发展，进一步拓展了加密货币的应用场景。 我们从Coinbase公司基本面来看看。[你懂的] 1. 财务表现 - 营收增长：Coinbase的营收在过去两年间增长超过260%。2025年第一季度，公司营收同比增长约24%，达到20亿美元，调整后的EBITDA为9.3亿美元。然而，与2024年第四季度相比，交易收","images":[{"img":"https://static.tigerbbs.com/09e42224f993cd1ffad3ca0397eb9d25","width":"1106","height":"701"},{"img":"https://static.tigerbbs.com/61f2799280d784a1069ccd418cb1ab32","width":"865","height":"857"},{"img":"https://static.tigerbbs.com/8d2cf622a2b07d89213dd615d34e37a7","width":"587","height":"716"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434612195262560","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434518867559200,"gmtCreate":1747117809876,"gmtModify":1747117811263,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a> 300见","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a> 300见","text":"$Coinbase Global, Inc.(COIN)$ 300见","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/434518867559200","isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434416495923344,"gmtCreate":1747092304902,"gmtModify":1747106450116,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a> 操，昨天本来想加仓，没这命啊","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a> 操，昨天本来想加仓，没这命啊","text":"$Coinbase Global, Inc.(COIN)$ 操，昨天本来想加仓，没这命啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434416495923344","isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434180514570704,"gmtCreate":1747034687237,"gmtModify":1747034688645,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ &nbsp;</a>‌就像川说的，现在抓紧买股票","listText":"‌<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ &nbsp;</a>‌就像川说的，现在抓紧买股票","text":"‌$美国超微公司(AMD)$ ‌就像川说的，现在抓紧买股票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434180514570704","isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":433209043476576,"gmtCreate":1746797626791,"gmtModify":1746797628232,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ &nbsp;</a>‌coin还没有跟着BTC涨，但蓄力待发","listText":"‌<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ &nbsp;</a>‌coin还没有跟着BTC涨，但蓄力待发","text":"‌$Coinbase Global, Inc.(COIN)$ ‌coin还没有跟着BTC涨，但蓄力待发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/433209043476576","isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432903801389272,"gmtCreate":1746723274896,"gmtModify":1746723276307,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 所有利空出尽，就剩上涨了！此时不入更待何时？","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 所有利空出尽，就剩上涨了！此时不入更待何时？","text":"$美国超微公司(AMD)$ 所有利空出尽，就剩上涨了！此时不入更待何时？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432903801389272","isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432902248706616,"gmtCreate":1746723189774,"gmtModify":1746723551683,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a> 没有和比特币同步","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a> 没有和比特币同步","text":"$Coinbase Global, Inc.(COIN)$ 没有和比特币同步","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432902248706616","isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432743997337968,"gmtCreate":1746684375627,"gmtModify":1746684377104,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$&nbsp;</a> 理想近期稳涨，买少了[看涨]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$&nbsp;</a> 理想近期稳涨，买少了[看涨]&nbsp;&nbsp;","text":"$理想汽车-W(02015)$ 理想近期稳涨，买少了[看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432743997337968","isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432382012297624,"gmtCreate":1746574766533,"gmtModify":1746581657902,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"这么恶劣的环境下高速增长，牛逼克拉斯！","listText":"这么恶劣的环境下高速增长，牛逼克拉斯！","text":"这么恶劣的环境下高速增长，牛逼克拉斯！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432382012297624","repostId":"1163682345","repostType":2,"repost":{"id":"1163682345","kind":"news","pubTimestamp":1746567479,"share":"https://www.laohu8.com/m/news/1163682345?lang=&edition=full","pubTime":"2025-05-07 05:37","market":"us","language":"zh","title":"AMD盘后股价巨震！Q1营收及Q2指引超预期增长，但出口管制预期带来收入削减","url":"https://stock-news.laohu8.com/highlight/detail?id=1163682345","media":"华尔街见闻","summary":"分析认为，美国的新芯片出口限制给AMD未来的收益蒙上阴影，但本次AMD的指引优于预期，提振了投资者的信心。财报公布后，AMD盘后拉升，一度涨近7%。美东时间5月6日周二，AMD公布2025年第一季度业绩，并提供二季度指引。一季度AMD的数据中心、客户端和游戏业务均超预期增长。营收指引中值放缓增长仍强于预期 毛利率指引计入出口管制影响后降至43%业绩指引显示，AMD预计二季度营收增长将放缓，但仍强于华尔街预期。","content":"<html><head></head><body><blockquote><p>一季度AMD营收同比增36%、加快增长，PC芯片所在客户端业务收入提速增长68%、且再创单季新高，数据中心收入增长放缓至57%、仍高于预期。二季度营收指引中值放缓增长至近27%，仍强于预期；计入出口管制产生8亿美元费用影响后，二季度毛利率料降至43%，不计影响持平一季度。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18c418216382c1f829ce66d688f78e06\" tg-width=\"1080\" tg-height=\"1080\"/></p><p style=\"text-align: justify;\">芯片大厂AMD今年一季度的营收超预期强劲增长，二季度营收指引放缓仍强于预期，显示应用人工智能（AI）的相关需求仍给力，关税等特朗普政府贸易政策的打击还没有华尔街预期的严重，带来了AI芯片巨头英伟达也可能交出亮眼业绩的希望。</p><p style=\"text-align: justify;\">分析认为，美国的新芯片出口限制给AMD未来的收益蒙上阴影，但本次AMD的指引优于预期，提振了投资者的信心。</p><p style=\"text-align: justify;\">AMD指引强劲得益于，市场对能创建和运行AI软件的高端计算机需求。AMD不仅在利润丰厚的数据中心处理器市场继续取得进展，从英特尔手中夺取市场份额，还受益于个人电脑（PC）的强劲芯片需求。</p><p style=\"text-align: justify;\">财报公布后，AMD盘后拉升，一度涨近7%。但此后业绩电话会上再提出口管制影响，AMD股价转跌，现跌超2%。AMD首席财务官：由于新的出口许可要求，第二季度营收预期包括约7亿美元的营收削减额，全年总收入损失将达到15亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71b87612bf044ab87803265dbfca9d95\" title=\"\" tg-width=\"864\" tg-height=\"835\"/></p><p style=\"text-align: justify;\">美东时间5月6日周二，AMD公布2025年第一季度业绩，并提供二季度指引。</p><p style=\"text-align: justify;\"><strong>1）主要财务数据</strong>：</p><blockquote><p style=\"text-align: justify;\"><strong>营收</strong>：一季度营收74.38亿美元，同比增长36%，分析师预期71.2亿美元，四季度同比增长24%。</p><p style=\"text-align: justify;\"><strong>EPS</strong>：非GAAP口径下，一季度稀释后每股收益（EPS）为0.96美元，同比增长55%，分析师预期0.94美元，四季度同比增长42%。</p><p style=\"text-align: justify;\"><strong>利润</strong>：非GAAP口径下，一季度毛利率为54%，持平四季度，上年同期为52%；营业利润为17.79亿美元，同比增长57%，四季度同比增长43%；净利润为15.66亿美元，同比增长55%，四季度同比增长42%。</p></blockquote><p style=\"text-align: justify;\"><strong>2）细分业务数据</strong>：</p><blockquote><p style=\"text-align: justify;\"><strong>数据中心</strong>：一季度营收37亿美元，同比增长57%，分析师预期36亿美元，四季度同比增长69%。</p><p style=\"text-align: justify;\"><strong>客户端</strong>：一季度营收23亿美元，同比增长68%，分析师预期20亿美元，四季度同比增长58%。</p><p style=\"text-align: justify;\"><strong>游戏</strong>：一季度营收6.47亿美元，同比下降30%，分析师预期5.4亿美元，四季度同比下降59%。</p><p style=\"text-align: justify;\"><strong>嵌入式</strong>：一季度营收8.23亿美元，同比下降3%，四季度同比下降13%。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2012333cf4674209a7a65fdbbbfdedf6\" title=\"\" tg-width=\"2560\" tg-height=\"1435\"/></p><p style=\"text-align: justify;\"><strong>3）业绩指引</strong>：</p><blockquote><p style=\"text-align: justify;\"><strong>营收</strong>：二季度营收预计在74亿美元，上下浮动3亿美元，即71亿至77亿美元，分析师预期72.4亿美元。</p><p style=\"text-align: justify;\"><strong>毛利率</strong>：非GAAP口径下，二季度毛利率预计为43%，其中计入了美国新出口管制将产生的约8亿美元费用。剔除此费用影响，毛利率预计约为54%。</p></blockquote><h2 id=\"id_2778918681\" style=\"text-align: start;\">一季度营收超预期增长36% PC芯片收入提速且创新高</h2><p style=\"text-align: justify;\">财报显示，AMD一季度营收高于公司的整个营收指引区间，不但较四季度加快增长，而且比华尔街预期的增长更快。一季度的营收比分析师预期收入高4.4%，同比增速由四季度的24%提升至36%，一季度EPS也超预期加快增长，增速由四季度的42%升至55%。</p><p style=\"text-align: justify;\">一季度AMD的数据中心、客户端和游戏业务均超预期增长。总营收提速主要源于，包含PC芯片在内的客户端业务大幅提速，同比增速从四季度的58%升至68%。客户端业务的收入还刷新了四季度所创的单季最高纪录。</p><p style=\"text-align: justify;\">AMD称，客户端业务主要增长动力是“Zen 5”架构下Ryzen（锐龙）处理器的强劲需求，以及产品组合更丰富。</p><p style=\"text-align: justify;\">英伟达头号业务数据中心的增速有所放缓，一季度收入同比增长57%，低于四季度的增速69%，但还略高于分析师预期。AMD称，一季度数据中心业务主要受到EPYC（霄龙）CPU和 Instinct GPU增长推动。</p><p style=\"text-align: justify;\">一季度游戏业务收入同比下降30%，但已经强于预期。该业务的收入降幅几乎较四季度收窄一半，较分析师预期收入还高将近20%。AMD仍然将游戏业务的收入下滑归咎于半定制产品收入减少。</p><p style=\"text-align: justify;\">评论认为，AMD的业绩提供了一个在英伟达公布财报前一窥AI领域需求的窗口，可以帮助投资者在英伟达财报前了解AI基础设施的需求如何。</p><p style=\"text-align: justify;\">最近公布财报的微软、谷歌和Meta要么维持先前宣布的计划支出规模，要么还加大对AI的投入，显示推动AI基础设施建设的引擎——各大科技公司对应用AI技术的大举投入并未放缓，缓和了投资者对宏观经济背景不确定可能导致这类资本支出削减的担忧。</p><h2 id=\"id_800537584\" style=\"text-align: start;\">营收指引中值放缓增长仍强于预期 毛利率指引计入出口管制影响后降至43%</h2><p style=\"text-align: justify;\">业绩指引显示，AMD预计二季度营收增长将放缓，但仍强于华尔街预期。</p><p style=\"text-align: justify;\">以指引区间的中枢74亿美元计算，AMD预计，二季度营收将同比增长约26.8%，增速较一季度的36%放缓，高于以分析师预期收入折算的增速24.1%，也高于去年四季度的增速24%。</p><p style=\"text-align: justify;\">AMD还在指引中提到了特朗普政府实行新出口管制的影响。</p><p style=\"text-align: justify;\">AMD 4月16日公告，经初步评估，美国有关半导体产品出口管制的政策适用于公司MI308系列产品，预计出口管制可能导致最高约8亿美元的库存、采购和相关储备费用。媒体指出，以此估算，这些出口管制可能对AMD的收入造成15亿至18亿美元的潜在影响，约占该司2025财年全年AI销售额的20%。</p><p style=\"text-align: justify;\">本次业绩指引中，AMD提到，考虑到上述8亿美元出口管制造成的预估费用，二季度的毛利率将由一季度的54%降至43%。但若剔除这类费用影响，则毛利率将持平一季度。</p><p style=\"text-align: justify;\">AMD CEO 苏姿丰表示，公司2025年开局出色，在核心业务强劲增长以及数据中心和AI发展势头强劲的推动下，连续第四个季度实现了同比加速增长。虽然宏观和监管环境瞬息万变，但第一季度的业绩和第二季度的展望凸显了公司差异化产品组合的优势以及持续的执行力，这为全年强劲增长奠定了良好的基础。</p></body></html>","source":"wallstreetcn_api","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>AMD盘后股价巨震！Q1营收及Q2指引超预期增长，但出口管制预期带来收入削减</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\">\nAMD盘后股价巨震！Q1营收及Q2指引超预期增长，但出口管制预期带来收入削减\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-07 05:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3746557><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一季度AMD营收同比增36%、加快增长，PC芯片所在客户端业务收入提速增长68%、且再创单季新高，数据中心收入增长放缓至57%、仍高于预期。二季度营收指引中值放缓增长至近27%，仍强于预期；计入出口管制产生8亿美元费用影响后，二季度毛利率料降至43%，不计影响持平一季度。芯片大厂AMD今年一季度的营收超预期强劲增长，二季度营收指引放缓仍强于预期，显示应用人工智能（AI）的相关需求仍给力，关税等...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3746557\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a593d85be38c3aa543ab3056553101ff","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://wallstreetcn.com/articles/3746557","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163682345","content_text":"一季度AMD营收同比增36%、加快增长，PC芯片所在客户端业务收入提速增长68%、且再创单季新高，数据中心收入增长放缓至57%、仍高于预期。二季度营收指引中值放缓增长至近27%，仍强于预期；计入出口管制产生8亿美元费用影响后，二季度毛利率料降至43%，不计影响持平一季度。芯片大厂AMD今年一季度的营收超预期强劲增长，二季度营收指引放缓仍强于预期，显示应用人工智能（AI）的相关需求仍给力，关税等特朗普政府贸易政策的打击还没有华尔街预期的严重，带来了AI芯片巨头英伟达也可能交出亮眼业绩的希望。分析认为，美国的新芯片出口限制给AMD未来的收益蒙上阴影，但本次AMD的指引优于预期，提振了投资者的信心。AMD指引强劲得益于，市场对能创建和运行AI软件的高端计算机需求。AMD不仅在利润丰厚的数据中心处理器市场继续取得进展，从英特尔手中夺取市场份额，还受益于个人电脑（PC）的强劲芯片需求。财报公布后，AMD盘后拉升，一度涨近7%。但此后业绩电话会上再提出口管制影响，AMD股价转跌，现跌超2%。AMD首席财务官：由于新的出口许可要求，第二季度营收预期包括约7亿美元的营收削减额，全年总收入损失将达到15亿美元。美东时间5月6日周二，AMD公布2025年第一季度业绩，并提供二季度指引。1）主要财务数据：营收：一季度营收74.38亿美元，同比增长36%，分析师预期71.2亿美元，四季度同比增长24%。EPS：非GAAP口径下，一季度稀释后每股收益（EPS）为0.96美元，同比增长55%，分析师预期0.94美元，四季度同比增长42%。利润：非GAAP口径下，一季度毛利率为54%，持平四季度，上年同期为52%；营业利润为17.79亿美元，同比增长57%，四季度同比增长43%；净利润为15.66亿美元，同比增长55%，四季度同比增长42%。2）细分业务数据：数据中心：一季度营收37亿美元，同比增长57%，分析师预期36亿美元，四季度同比增长69%。客户端：一季度营收23亿美元，同比增长68%，分析师预期20亿美元，四季度同比增长58%。游戏：一季度营收6.47亿美元，同比下降30%，分析师预期5.4亿美元，四季度同比下降59%。嵌入式：一季度营收8.23亿美元，同比下降3%，四季度同比下降13%。3）业绩指引：营收：二季度营收预计在74亿美元，上下浮动3亿美元，即71亿至77亿美元，分析师预期72.4亿美元。毛利率：非GAAP口径下，二季度毛利率预计为43%，其中计入了美国新出口管制将产生的约8亿美元费用。剔除此费用影响，毛利率预计约为54%。一季度营收超预期增长36% PC芯片收入提速且创新高财报显示，AMD一季度营收高于公司的整个营收指引区间，不但较四季度加快增长，而且比华尔街预期的增长更快。一季度的营收比分析师预期收入高4.4%，同比增速由四季度的24%提升至36%，一季度EPS也超预期加快增长，增速由四季度的42%升至55%。一季度AMD的数据中心、客户端和游戏业务均超预期增长。总营收提速主要源于，包含PC芯片在内的客户端业务大幅提速，同比增速从四季度的58%升至68%。客户端业务的收入还刷新了四季度所创的单季最高纪录。AMD称，客户端业务主要增长动力是“Zen 5”架构下Ryzen（锐龙）处理器的强劲需求，以及产品组合更丰富。英伟达头号业务数据中心的增速有所放缓，一季度收入同比增长57%，低于四季度的增速69%，但还略高于分析师预期。AMD称，一季度数据中心业务主要受到EPYC（霄龙）CPU和 Instinct GPU增长推动。一季度游戏业务收入同比下降30%，但已经强于预期。该业务的收入降幅几乎较四季度收窄一半，较分析师预期收入还高将近20%。AMD仍然将游戏业务的收入下滑归咎于半定制产品收入减少。评论认为，AMD的业绩提供了一个在英伟达公布财报前一窥AI领域需求的窗口，可以帮助投资者在英伟达财报前了解AI基础设施的需求如何。最近公布财报的微软、谷歌和Meta要么维持先前宣布的计划支出规模，要么还加大对AI的投入，显示推动AI基础设施建设的引擎——各大科技公司对应用AI技术的大举投入并未放缓，缓和了投资者对宏观经济背景不确定可能导致这类资本支出削减的担忧。营收指引中值放缓增长仍强于预期 毛利率指引计入出口管制影响后降至43%业绩指引显示，AMD预计二季度营收增长将放缓，但仍强于华尔街预期。以指引区间的中枢74亿美元计算，AMD预计，二季度营收将同比增长约26.8%，增速较一季度的36%放缓，高于以分析师预期收入折算的增速24.1%，也高于去年四季度的增速24%。AMD还在指引中提到了特朗普政府实行新出口管制的影响。AMD 4月16日公告，经初步评估，美国有关半导体产品出口管制的政策适用于公司MI308系列产品，预计出口管制可能导致最高约8亿美元的库存、采购和相关储备费用。媒体指出，以此估算，这些出口管制可能对AMD的收入造成15亿至18亿美元的潜在影响，约占该司2025财年全年AI销售额的20%。本次业绩指引中，AMD提到，考虑到上述8亿美元出口管制造成的预估费用，二季度的毛利率将由一季度的54%降至43%。但若剔除这类费用影响，则毛利率将持平一季度。AMD CEO 苏姿丰表示，公司2025年开局出色，在核心业务强劲增长以及数据中心和AI发展势头强劲的推动下，连续第四个季度实现了同比加速增长。虽然宏观和监管环境瞬息万变，但第一季度的业绩和第二季度的展望凸显了公司差异化产品组合的优势以及持续的执行力，这为全年强劲增长奠定了良好的基础。","news_type":1},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427238722880136,"gmtCreate":1745330145577,"gmtModify":1745330147115,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 苏妈应该这个时候ALL in，绝对大赚一笔","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 苏妈应该这个时候ALL in，绝对大赚一笔","text":"$美国超微公司(AMD)$ 苏妈应该这个时候ALL in，绝对大赚一笔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/427238722880136","isVote":1,"tweetType":1,"viewCount":1021,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3523942640041730","authorId":"3523942640041730","name":"A湘人粤语","avatar":"https://static.tigerbbs.com/b694e8ff03175175d1232f5532ab685f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3523942640041730","authorIdStr":"3523942640041730"},"content":"苏大妈的购股价是$19.9/股","text":"苏大妈的购股价是$19.9/股","html":"苏大妈的购股价是$19.9/股"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423431424790648,"gmtCreate":1744395462036,"gmtModify":1744395476813,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$&nbsp;</a> NB","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$&nbsp;</a> NB","text":"$小鹏汽车(XPEV)$ NB","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423431424790648","isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":622380864,"gmtCreate":1675214752658,"gmtModify":1675214757955,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ &nbsp;</a>这次春节自驾2000多公里，理想ONE纯电优先油耗山区高速7个多，平地高速8个多，主要是平地速度开的更快120-130。所以上下坡能源回收机制对于新能源油耗影响远小于高速时风阻的影响。另外车道保持的辅助驾驶很大程度上减少了疲劳。更不要说看到服务区充电桩的排队心酸，理想切合实地的满足了当前的需要。","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ &nbsp;</a>这次春节自驾2000多公里，理想ONE纯电优先油耗山区高速7个多，平地高速8个多，主要是平地速度开的更快120-130。所以上下坡能源回收机制对于新能源油耗影响远小于高速时风阻的影响。另外车道保持的辅助驾驶很大程度上减少了疲劳。更不要说看到服务区充电桩的排队心酸，理想切合实地的满足了当前的需要。","text":"$理想汽车(LI)$ 这次春节自驾2000多公里，理想ONE纯电优先油耗山区高速7个多，平地高速8个多，主要是平地速度开的更快120-130。所以上下坡能源回收机制对于新能源油耗影响远小于高速时风阻的影响。另外车道保持的辅助驾驶很大程度上减少了疲劳。更不要说看到服务区充电桩的排队心酸，理想切合实地的满足了当前的需要。","images":[{"img":"https://static.tigerbbs.com/5f3c26f25cb85d9f6370af5390e64fea","width":"4000","height":"3000"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/622380864","isVote":1,"tweetType":1,"viewCount":11589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":668469935,"gmtCreate":1665068787327,"gmtModify":1665068788911,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>是谁砸盘？","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>是谁砸盘？","text":"$理想汽车(LI)$是谁砸盘？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/668469935","isVote":1,"tweetType":1,"viewCount":13018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":207838493110416,"gmtCreate":1691765443113,"gmtModify":1691765444035,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a>获利，砸盘，再买入，庄家玩的很溜","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a>获利，砸盘，再买入，庄家玩的很溜","text":"$理想汽车(LI)$ 获利，砸盘，再买入，庄家玩的很溜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/207838493110416","isVote":1,"tweetType":1,"viewCount":2217,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000148","authorId":"9000000000000148","name":"河东荷西","avatar":"https://static.tigerbbs.com/70eb8e5a109296fe82a90563211f430b","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000148","authorIdStr":"9000000000000148"},"content":"你可以怀疑庄家的人品，但是不能怀疑资本的眼光","text":"你可以怀疑庄家的人品，但是不能怀疑资本的眼光","html":"你可以怀疑庄家的人品，但是不能怀疑资本的眼光"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296808153952416,"gmtCreate":1713500555521,"gmtModify":1713500557355,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$ &nbsp;</a>‌我们就这么被国外资本打压，工业跟上了，甚至领先了，但金融还差很远","listText":"‌<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$ &nbsp;</a>‌我们就这么被国外资本打压，工业跟上了，甚至领先了，但金融还差很远","text":"‌$理想汽车-W(02015)$ ‌我们就这么被国外资本打压，工业跟上了，甚至领先了，但金融还差很远","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/296808153952416","isVote":1,"tweetType":1,"viewCount":1780,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3460824243893799","authorId":"3460824243893799","name":"Jet2017","avatar":"https://static.tigerbbs.com/c11ae55ec0562345c2b3032207464065","crmLevel":5,"crmLevelSwitch":0,"idStr":"3460824243893799","authorIdStr":"3460824243893799"},"content":"这怎么怪国外资本？你买了多少？","text":"这怎么怪国外资本？你买了多少？","html":"这怎么怪国外资本？你买了多少？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309069724774432,"gmtCreate":1716484280486,"gmtModify":1716484894576,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 苏妈光想着套现，和老黄不是一个境界。真正的创始人对公司何等重要。在牛逼的打工CEO也无法和创始人相提并论","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 苏妈光想着套现，和老黄不是一个境界。真正的创始人对公司何等重要。在牛逼的打工CEO也无法和创始人相提并论","text":"$美国超微公司(AMD)$ 苏妈光想着套现，和老黄不是一个境界。真正的创始人对公司何等重要。在牛逼的打工CEO也无法和创始人相提并论","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/309069724774432","isVote":1,"tweetType":1,"viewCount":1837,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427238722880136,"gmtCreate":1745330145577,"gmtModify":1745330147115,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 苏妈应该这个时候ALL in，绝对大赚一笔","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 苏妈应该这个时候ALL in，绝对大赚一笔","text":"$美国超微公司(AMD)$ 苏妈应该这个时候ALL in，绝对大赚一笔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/427238722880136","isVote":1,"tweetType":1,"viewCount":1021,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3523942640041730","authorId":"3523942640041730","name":"A湘人粤语","avatar":"https://static.tigerbbs.com/b694e8ff03175175d1232f5532ab685f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3523942640041730","authorIdStr":"3523942640041730"},"content":"苏大妈的购股价是$19.9/股","text":"苏大妈的购股价是$19.9/股","html":"苏大妈的购股价是$19.9/股"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":283003157897232,"gmtCreate":1710120953078,"gmtModify":1710136510984,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$&nbsp;</a> 没有华为的抄袭和水军，理想可能过200。但半年内看100以下。","listText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$&nbsp;</a> 没有华为的抄袭和水军，理想可能过200。但半年内看100以下。","text":"$理想汽车-W(02015)$ 没有华为的抄袭和水军，理想可能过200。但半年内看100以下。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/283003157897232","isVote":1,"tweetType":1,"viewCount":2613,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559257426628744","authorId":"3559257426628744","name":"坚守2025","avatar":"https://static.tigerbbs.com/a2e36665aab88f38a353f597c8995b41","crmLevel":6,"crmLevelSwitch":0,"idStr":"3559257426628744","authorIdStr":"3559257426628744"},"content":"国内车企窝里斗太严重了，真心瞧不起一些车企的下作手段","text":"国内车企窝里斗太严重了，真心瞧不起一些车企的下作手段","html":"国内车企窝里斗太严重了，真心瞧不起一些车企的下作手段"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629097099,"gmtCreate":1670033252512,"gmtModify":1670033253421,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a>预计12月销量保持1.5万，股价30以上","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a>预计12月销量保持1.5万，股价30以上","text":"$理想汽车(LI)$ 预计12月销量保持1.5万，股价30以上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/629097099","isVote":1,"tweetType":1,"viewCount":5619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668346534,"gmtCreate":1664442644028,"gmtModify":1664442645110,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a>这么破发，还不如撤回IPO。","listText":"<a href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a>这么破发，还不如撤回IPO。","text":"$零跑汽车(09863)$这么破发，还不如撤回IPO。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/668346534","isVote":1,"tweetType":1,"viewCount":3462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308805652869408,"gmtCreate":1716419780792,"gmtModify":1716419782134,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 如果LISA不一直卖，早就200了","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 如果LISA不一直卖，早就200了","text":"$美国超微公司(AMD)$ 如果LISA不一直卖，早就200了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/308805652869408","isVote":1,"tweetType":1,"viewCount":2527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666831344,"gmtCreate":1665542353088,"gmtModify":1665542354211,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a>‌当年周鸿祎因为“零跑”这个名字放弃了，选择了哪吒，不是没有道理啊。这是本着归零得节奏啊‌‌<a href=\"\">[捂脸]&nbsp;</a>‌","listText":"‌<a href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a>‌当年周鸿祎因为“零跑”这个名字放弃了，选择了哪吒，不是没有道理啊。这是本着归零得节奏啊‌‌<a href=\"\">[捂脸]&nbsp;</a>‌","text":"‌$零跑汽车(09863)$‌当年周鸿祎因为“零跑”这个名字放弃了，选择了哪吒，不是没有道理啊。这是本着归零得节奏啊‌‌[捂脸] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/666831344","isVote":1,"tweetType":1,"viewCount":2052,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544081144219846","authorId":"3544081144219846","name":"strong1985","avatar":"https://static.tigerbbs.com/27cf9dc84078c75146f1debd1e42427b","crmLevel":1,"crmLevelSwitch":0,"idStr":"3544081144219846","authorIdStr":"3544081144219846"},"content":"投资者一个都跑不掉，含义深刻啊","text":"投资者一个都跑不掉，含义深刻啊","html":"投资者一个都跑不掉，含义深刻啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435011993187136,"gmtCreate":1747223907840,"gmtModify":1747223909200,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> 这货抽风的厉害","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> 这货抽风的厉害","text":"$超微电脑(SMCI)$ 这货抽风的厉害","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/435011993187136","isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3461357890803601","authorId":"3461357890803601","name":"忧璇子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3461357890803601","authorIdStr":"3461357890803601"},"content":"今晚会不会30个点，甚至更离谱","text":"今晚会不会30个点，甚至更离谱","html":"今晚会不会30个点，甚至更离谱"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665289133,"gmtCreate":1667303947123,"gmtModify":1667303948511,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>真长脸了！用实力说话。连续两个月L9销量破万，45万这个级别别说国产车，没有哪个品牌做到过！L8一上，销量破2万都可能，那可是月销售额80亿。现在不抄底再也没机会了！","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>真长脸了！用实力说话。连续两个月L9销量破万，45万这个级别别说国产车，没有哪个品牌做到过！L8一上，销量破2万都可能，那可是月销售额80亿。现在不抄底再也没机会了！","text":"$理想汽车(LI)$真长脸了！用实力说话。连续两个月L9销量破万，45万这个级别别说国产车，没有哪个品牌做到过！L8一上，销量破2万都可能，那可是月销售额80亿。现在不抄底再也没机会了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/665289133","isVote":1,"tweetType":1,"viewCount":25180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668159440,"gmtCreate":1664501535780,"gmtModify":1664501538027,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a>悲惨世界","listText":"<a href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a>悲惨世界","text":"$零跑汽车(09863)$悲惨世界","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/668159440","isVote":1,"tweetType":1,"viewCount":784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686648762,"gmtCreate":1658310152359,"gmtModify":1704869584065,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>感觉又20见了","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>感觉又20见了","text":"$理想汽车(LI)$感觉又20见了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/686648762","isVote":1,"tweetType":1,"viewCount":1426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":433209043476576,"gmtCreate":1746797626791,"gmtModify":1746797628232,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ &nbsp;</a>‌coin还没有跟着BTC涨，但蓄力待发","listText":"‌<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ &nbsp;</a>‌coin还没有跟着BTC涨，但蓄力待发","text":"‌$Coinbase Global, Inc.(COIN)$ ‌coin还没有跟着BTC涨，但蓄力待发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/433209043476576","isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281780975296824,"gmtCreate":1709822647430,"gmtModify":1709822648821,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 人生最大的悲哀就是在12刀的时候清空了英伟达","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 人生最大的悲哀就是在12刀的时候清空了英伟达","text":"$英伟达(NVDA)$ 人生最大的悲哀就是在12刀的时候清空了英伟达","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/281780975296824","isVote":1,"tweetType":1,"viewCount":2399,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3573325047854143","authorIdStr":"3573325047854143"},"content":"[流泪] [流泪] [流泪]太可惜了","text":"[流泪] [流泪] [流泪]太可惜了","html":"[流泪] [流泪] [流泪]太可惜了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":157674365,"gmtCreate":1625582003357,"gmtModify":1625582003357,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>牛逼，又涨了","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>牛逼，又涨了","text":"$理想汽车(LI)$牛逼，又涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157674365","isVote":1,"tweetType":1,"viewCount":1269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437899288793400,"gmtCreate":1747944251460,"gmtModify":1747944252991,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FNMA\">$房利美(FNMA)$ </a> 居然没人买这个？","listText":"<a href=\"https://laohu8.com/S/FNMA\">$房利美(FNMA)$ </a> 居然没人买这个？","text":"$房利美(FNMA)$ 居然没人买这个？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437899288793400","isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412503606497456,"gmtCreate":1741744332774,"gmtModify":1741761326806,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$&nbsp;</a> 难道李斌说句话就能拉动这么大？","listText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$&nbsp;</a> 难道李斌说句话就能拉动这么大？","text":"$蔚来-SW(09866)$ 难道李斌说句话就能拉动这么大？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/412503606497456","isVote":1,"tweetType":1,"viewCount":1639,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554171418840432","authorId":"3554171418840432","name":"xsiverson","avatar":"https://static.tigerbbs.com/8065a0b4e6a78462581d1167357b60c6","crmLevel":7,"crmLevelSwitch":0,"idStr":"3554171418840432","authorIdStr":"3554171418840432"},"content":"投资人如果想的跟韭菜一样，那怎么是投资人","text":"投资人如果想的跟韭菜一样，那怎么是投资人","html":"投资人如果想的跟韭菜一样，那怎么是投资人"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}