好东西要一直拿着的个人主页 - 老虎社区

好东西要一直拿着

好东西要一直拿着

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IP属地：湖北

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好东西要一直拿着

2025-09-10

$CaliberCos Inc.(CWD)$ 48块买的人啥时候能解套，赌徒呦

好东西要一直拿着

2025-07-30

$Iovance Biotherapeutics, Inc.(IOVA)$ 垃圾永远是垃圾

好东西要一直拿着

2023-03-16

$箩筐技术(LKCO)$ 这个**公司去哪里骂他们

好东西要一直拿着

2025-01-21

$Iovance Biotherapeutics, Inc.(IOVA)$ 垃圾

好东西要一直拿着

2024-07-30

$Viking Therapeutics, Inc.(VKTX)$ 大涨就应该卖一部分的，贪心了，结果利润吐光了，给自己长个教训

好东西要一直拿着

2023-01-12

$箩筐技术(LKCO)$ 是不是要退市了

好东西要一直拿着

2020-09-05

$箩筐技术(LKCO)$不上1块反正我是不卖了

好东西要一直拿着

01-25

希望苹果不会变成第二个诺基亚。诺基亚一开始死掉就是不够拥抱智能操作系统，苹果的困境也是不够拥抱AI，现在都快变成纯硬件取胜了。

苹果 Siri 升级路线图曝光：iOS 27 变身完整聊天机器人，但不会独立成应用

好东西要一直拿着

2025-09-30

$小米集团-W(01810)$ 今天不会还要跌吧？

好东西要一直拿着

03-25

结果谷歌也在跌，所以到底利好了谁🙄

谷歌发布KV缓存压缩技术，存储需求预期遭冲击，美股存储板块集体下挫

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18:52","market":"us","language":"zh","title":"消息称特斯拉开发全新紧凑型SUV，价格亲民，或在上海工厂生产","url":"https://stock-news.laohu8.com/highlight/detail?id=2626186193","media":"智通财经网","summary":"或兼顾人工与无人驾驶选项。","content":"<html><head></head><body><p>据四位知情人士透露， <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 正在研发一款全新的、尺寸更小、价格更亲民的电动SUV。</p><p style=\"text-align: justify;\">据称，特斯拉近期已与供应商展开接触，商讨这款紧凑型SUV的计划细节。该车型是一款全新产品，并非特斯拉现有Model 3或Model Y的衍生车型。双方讨论内容涉及制造流程以及各类零部件的规格要求。</p><p style=\"text-align: justify;\">其中三位消息人士称，这款紧凑型SUV将在中国生产，另一位则表示特斯拉还计划将生产扩大至美国和欧洲。两位消息人士透露，该车长度为4.28米(约14英尺)，明显短于特斯拉最畅销的Model Y SUV，后者长度约为15.7英尺。</p><p style=\"text-align: justify;\">据了解，特斯拉首席执行官埃隆・马斯克曾在2024年决定取消备受期待的低成本电动汽车项目，转而将公司重心投向自动驾驶出租车和人形机器人领域。目前关键问题在于，此次研发小型SUV的举措，究竟是标志着特斯拉战略重回面向大众市场的有人驾驶电动汽车，还是这款新车型将更契合其完全自动驾驶汽车的愿景。</p><p style=\"text-align: justify;\">据一位了解新车项目的人士以及一位熟知特斯拉当前产品理念的员工称，这样一款车型有可能同时服务于这两个目标。这位特斯拉员工既未证实也未否认任何具体车型的细节，但总体表示，特斯拉目前的目标是打造可实现无人驾驶，但同时也提供有人驾驶选项的车型。</p><p style=\"text-align: justify;\">该人士还指出，尽管特斯拉致力于全系车型实现完全自动驾驶，但也意识到，全球许多市场在未来数年内仍无法大规模接受或法规上认可无人驾驶车辆。因此，保留某款车型是否配备驾驶控制装置的选项，有助于增加销量，并确保特斯拉的汽车工厂维持接近满产状态。</p><p style=\"text-align: justify;\">在特斯拉追逐无人驾驶未来的同时，一些分析师预测，为其带来绝大部分收入的传统电动汽车，将连续第三年出现销量下滑。截至目前，特斯拉仅在得克萨斯州奥斯汀运营少量自动驾驶出租车，其中许多车辆的副驾驶座位上还配备有人类安全员。</p><p style=\"text-align: justify;\">特斯拉未对有关新车型计划的置评请求作出回应。</p><p style=\"text-align: justify;\">四位了解该项目的人士均表示，该项目仍处于早期开发阶段。目前无法确定特斯拉是否已批准这款汽车投入生产。</p><p style=\"text-align: justify;\">特斯拉在产品开发方面，向来有项目长期延迟或最终取消的历史。例如，特斯拉在2017年展示了Roadster超级跑车和Semi半挂卡车的概念车型，但至今尚未量产该跑车，Semi也未实现大规模生产。</p><p style=\"text-align: justify;\">两位消息人士称，特斯拉计划为这款新车型设定的售价，将大幅低于其入门级Model 3。Model 3在中国的起售价为3.4万美元，在美国约为3.7万美元。他们还表示，特斯拉计划通过使用容量较小的电池来降低成本，这意味着其续航里程将比Model Y的306-327英里更短。</p><p style=\"text-align: justify;\">其中一位人士补充道，特斯拉还将为这款车配备单电机，而非当前车型的双电机性能配置选项。该人士称，特斯拉还希望将车身重量大幅降低至约1.5吨，相比之下，Model Y约为2吨。</p><p style=\"text-align: justify;\">三位消息人士表示，这款新车型将在特斯拉上海工厂生产。尽管具体时间尚不确定，但今年不太可能开始生产。</p><p style=\"text-align: justify;\"><strong>特斯拉在平价电动汽车领域的反复历程</strong></p><p style=\"text-align: justify;\">自2008年特斯拉开始生产豪华电动汽车后的数年里，马斯克一直表示，公司的真正使命是生产价格亲民、面向大众市场的电动汽车，这对于应对气候危机至关重要。然而，迄今为止，为实现这一目标所做的努力时断时续，至今未能如愿。</p><p style=\"text-align: justify;\">从2020年起，马斯克宣称特斯拉的目标是到本十年末，每年销售2000万辆汽车，几乎是目前全球销量领先的丰田汽车(TM.US)销量的两倍。马斯克大力宣扬的一款售价2.5万美元的电动汽车项目，常被特斯拉粉丝和投资者称为“Model 2”，原本预计将推动汽车销量爆发式增长。</p><p style=\"text-align: justify;\">但在2024年有报道称特斯拉已放弃Model 2计划，不过仍打算在同一平台上开发无人驾驶出租车。当时，特斯拉在中国的主要电动汽车竞争对手已开始生产价格更低的车型。同年晚些时候，马斯克表示，对于特斯拉而言，生产一款面向有人驾驶的2.5万美元电动汽车“毫无意义”且“愚蠢”，因为公司很快将推出无人驾驶汽车。</p><p style=\"text-align: justify;\">一位前特斯拉经理表示，一款全新的廉价传统汽车，将与特斯拉在2025年年中之前的理念存在显著差异。该经理称，在此之前，特斯拉已放弃大规模生产入门级汽车的努力，转而将无人驾驶出租车视为降低乘客每英里出行成本以及车主充电成本的关键。</p><p style=\"text-align: justify;\">在取消Model 2计划后，马斯克和其他特斯拉高管曾含糊地描述过新型“更实惠”电动汽车的不同计划。然而，去年秋季推出的车型，只是当前Model 3和Model Y的精简版，以新的“标准”配置级别推出，仅提供适度的折扣。</p><p style=\"text-align: justify;\">Model 3标准续航版在美国的售价为36990美元，Model Y为39990美元，一些投资者认为这个价格过高，难以吸引新的消费群体，且对特斯拉的整体销量尚未产生显著影响。</p><p style=\"text-align: justify;\"><strong>无人驾驶Cybercab能否如期推进?</strong></p><p style=\"text-align: justify;\">在公开场合，马斯克和特斯拉持续强调无人驾驶出租车和人形机器人计划，这有效地维持了特斯拉令人瞩目的市值。</p><p style=\"text-align: justify;\">特斯拉的市值约为1.3万亿美元，远远超过其财务基本面所应支撑的水平，即便与其他高估值科技同行相比亦是如此。去年，投资者批准了一项薪酬方案，根据一系列产品和财务目标，马斯克最多可获得1万亿美元的特斯拉股票。</p><p style=\"text-align: justify;\">特斯拉目前表示，计划于本月开始生产一款双门Cybercab无人驾驶出租车，该车型于2024年首次作为概念车亮相，没有踏板和方向盘。但目前尚不清楚这款车何时上市销售，或何时能在特斯拉运营的无人驾驶出租车车队中投入使用。美国国家公路交通安全管理局的一位发言人表示，特斯拉尚未申请销售无方向盘和踏板车辆所需的联邦豁免。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>消息称特斯拉开发全新紧凑型SUV，价格亲民，或在上海工厂生产</title>\n<style 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}\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消息称特斯拉开发全新紧凑型SUV，价格亲民，或在上海工厂生产\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-09 18:52 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1426720.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据四位知情人士透露， 特斯拉 正在研发一款全新的、尺寸更小、价格更亲民的电动SUV。据称，特斯拉近期已与供应商展开接触，商讨这款紧凑型SUV的计划细节。该车型是一款全新产品，并非特斯拉现有Model 3或Model Y的衍生车型。双方讨论内容涉及制造流程以及各类零部件的规格要求。其中三位消息人士称，这款紧凑型SUV将在中国生产，另一位则表示特斯拉还计划将生产扩大至美国和欧洲。两位消息人士透露，该车...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1426720.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/340d3c04436bbba1df239d6d4a7e3fd2","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.zhitongcaijing.com/content/detail/1426720.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2626186193","content_text":"据四位知情人士透露， 特斯拉 正在研发一款全新的、尺寸更小、价格更亲民的电动SUV。据称，特斯拉近期已与供应商展开接触，商讨这款紧凑型SUV的计划细节。该车型是一款全新产品，并非特斯拉现有Model 3或Model Y的衍生车型。双方讨论内容涉及制造流程以及各类零部件的规格要求。其中三位消息人士称，这款紧凑型SUV将在中国生产，另一位则表示特斯拉还计划将生产扩大至美国和欧洲。两位消息人士透露，该车长度为4.28米(约14英尺)，明显短于特斯拉最畅销的Model Y SUV，后者长度约为15.7英尺。据了解，特斯拉首席执行官埃隆・马斯克曾在2024年决定取消备受期待的低成本电动汽车项目，转而将公司重心投向自动驾驶出租车和人形机器人领域。目前关键问题在于，此次研发小型SUV的举措，究竟是标志着特斯拉战略重回面向大众市场的有人驾驶电动汽车，还是这款新车型将更契合其完全自动驾驶汽车的愿景。据一位了解新车项目的人士以及一位熟知特斯拉当前产品理念的员工称，这样一款车型有可能同时服务于这两个目标。这位特斯拉员工既未证实也未否认任何具体车型的细节，但总体表示，特斯拉目前的目标是打造可实现无人驾驶，但同时也提供有人驾驶选项的车型。该人士还指出，尽管特斯拉致力于全系车型实现完全自动驾驶，但也意识到，全球许多市场在未来数年内仍无法大规模接受或法规上认可无人驾驶车辆。因此，保留某款车型是否配备驾驶控制装置的选项，有助于增加销量，并确保特斯拉的汽车工厂维持接近满产状态。在特斯拉追逐无人驾驶未来的同时，一些分析师预测，为其带来绝大部分收入的传统电动汽车，将连续第三年出现销量下滑。截至目前，特斯拉仅在得克萨斯州奥斯汀运营少量自动驾驶出租车，其中许多车辆的副驾驶座位上还配备有人类安全员。特斯拉未对有关新车型计划的置评请求作出回应。四位了解该项目的人士均表示，该项目仍处于早期开发阶段。目前无法确定特斯拉是否已批准这款汽车投入生产。特斯拉在产品开发方面，向来有项目长期延迟或最终取消的历史。例如，特斯拉在2017年展示了Roadster超级跑车和Semi半挂卡车的概念车型，但至今尚未量产该跑车，Semi也未实现大规模生产。两位消息人士称，特斯拉计划为这款新车型设定的售价，将大幅低于其入门级Model 3。Model 3在中国的起售价为3.4万美元，在美国约为3.7万美元。他们还表示，特斯拉计划通过使用容量较小的电池来降低成本，这意味着其续航里程将比Model Y的306-327英里更短。其中一位人士补充道，特斯拉还将为这款车配备单电机，而非当前车型的双电机性能配置选项。该人士称，特斯拉还希望将车身重量大幅降低至约1.5吨，相比之下，Model Y约为2吨。三位消息人士表示，这款新车型将在特斯拉上海工厂生产。尽管具体时间尚不确定，但今年不太可能开始生产。特斯拉在平价电动汽车领域的反复历程自2008年特斯拉开始生产豪华电动汽车后的数年里，马斯克一直表示，公司的真正使命是生产价格亲民、面向大众市场的电动汽车，这对于应对气候危机至关重要。然而，迄今为止，为实现这一目标所做的努力时断时续，至今未能如愿。从2020年起，马斯克宣称特斯拉的目标是到本十年末，每年销售2000万辆汽车，几乎是目前全球销量领先的丰田汽车(TM.US)销量的两倍。马斯克大力宣扬的一款售价2.5万美元的电动汽车项目，常被特斯拉粉丝和投资者称为“Model 2”，原本预计将推动汽车销量爆发式增长。但在2024年有报道称特斯拉已放弃Model 2计划，不过仍打算在同一平台上开发无人驾驶出租车。当时，特斯拉在中国的主要电动汽车竞争对手已开始生产价格更低的车型。同年晚些时候，马斯克表示，对于特斯拉而言，生产一款面向有人驾驶的2.5万美元电动汽车“毫无意义”且“愚蠢”，因为公司很快将推出无人驾驶汽车。一位前特斯拉经理表示，一款全新的廉价传统汽车，将与特斯拉在2025年年中之前的理念存在显著差异。该经理称，在此之前，特斯拉已放弃大规模生产入门级汽车的努力，转而将无人驾驶出租车视为降低乘客每英里出行成本以及车主充电成本的关键。在取消Model 2计划后，马斯克和其他特斯拉高管曾含糊地描述过新型“更实惠”电动汽车的不同计划。然而，去年秋季推出的车型，只是当前Model 3和Model Y的精简版，以新的“标准”配置级别推出，仅提供适度的折扣。Model 3标准续航版在美国的售价为36990美元，Model Y为39990美元，一些投资者认为这个价格过高，难以吸引新的消费群体，且对特斯拉的整体销量尚未产生显著影响。无人驾驶Cybercab能否如期推进?在公开场合，马斯克和特斯拉持续强调无人驾驶出租车和人形机器人计划，这有效地维持了特斯拉令人瞩目的市值。特斯拉的市值约为1.3万亿美元，远远超过其财务基本面所应支撑的水平，即便与其他高估值科技同行相比亦是如此。去年，投资者批准了一项薪酬方案，根据一系列产品和财务目标，马斯克最多可获得1万亿美元的特斯拉股票。特斯拉目前表示，计划于本月开始生产一款双门Cybercab无人驾驶出租车，该车型于2024年首次作为概念车亮相，没有踏板和方向盘。但目前尚不清楚这款车何时上市销售，或何时能在特斯拉运营的无人驾驶出租车车队中投入使用。美国国家公路交通安全管理局的一位发言人表示，特斯拉尚未申请销售无方向盘和踏板车辆所需的联邦豁免。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546526135498976,"gmtCreate":1774453960134,"gmtModify":1774453962740,"author":{"id":"3537417120281286","authorId":"3537417120281286","name":"好东西要一直拿着","avatar":"https://static.tigerbbs.com/ed03e24159cdfb1a1cc9e0eb75d70106","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537417120281286","authorIdStr":"3537417120281286"},"themes":[],"title":"","htmlText":"结果都跌，到底利好了谁","listText":"结果都跌，到底利好了谁","text":"结果都跌，到底利好了谁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/546526135498976","repostId":"2622607755","repostType":2,"repost":{"id":"2622607755","kind":"news","pubTimestamp":1774449343,"share":"https://www.laohu8.com/m/news/2622607755?lang=zh_CN&edition=full","pubTime":"2026-03-25 22:35","market":"fut","language":"zh","title":"谷歌(GOOG.US,GOOGL.US)发布新算法旨在降低内存占用 存储概念股应声下跌 闪迪(SNDK.US)一度跌8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2622607755","media":"智通财经","summary":"谷歌近日发布一系列新算法，旨在显著降低大语言模型及向量搜索引擎运行所需的内存占用，这一举措引发存储产业链股价集体承压。这些算法有望从根本上改善AI系统的运行效率，并降低对高端存储硬件的依赖。美光科技股价一度下跌约4%，西部数据一度下跌约4.4%，希捷科技一度下跌约5.6%，而闪迪跌幅一度达8%。谷歌表示，TurboQuant相关成果将于今年4月在里约热内卢举行的国际学习表征会议上正式发布。","content":"<html><body><p>随着人工智能技术持续推进，算力与存储需求成为行业关注焦点。<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>(GOOG.US,GOOGL.US)近日发布一系列新算法，旨在显著降低大语言模型(LLM)及向量搜索引擎运行所需的内存占用，这一举措引发存储产业链股价集体承压。</p><p><a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>此次推出的核心技术包括TurboQuant、量化Johnson-Lindenstrauss变换以及PolarQuant。其中，TurboQuant通过优化向量量化过程中的压缩效率，解决<a href=\"https://laohu8.com/S/02086\">高维</a>数据处理带来的内存负担；Johnson-Lindenstrauss变换则通过数学降维技术，在保持数据关系不变的前提下大幅缩减数据规模，实现“零额外内存开销”的高效表达；PolarQuant则利用极坐标映射，将数据投射到固定结构中，从而跳过传统数据归一化步骤，进一步降低资源消耗。</p><p>智通财经APP获悉，谷歌研究科学家Amir Zandieh与公司副总裁兼资深研究员Vahab Mirrokni表示，随着AI在大语言模型与语义搜索等场景中的广泛应用，底层向量量化技术的重要性将持续提升。这些算法有望从根本上改善AI系统的运行效率，并降低对高端存储硬件的依赖。</p><p>受此消息影响，存储与硬盘相关公司股价在周三早盘普遍下跌。<a href=\"https://laohu8.com/S/MU\">美光科技</a>(MU.US)股价一度下跌约4%，<a href=\"https://laohu8.com/S/WDC\">西部数据</a>(WDC.US)一度下跌约4.4%，<a href=\"https://laohu8.com/S/STX\">希捷科技</a>(STX.US)一度下跌约5.6%，而<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>(SNDK.US)跌幅一度达8%。市场担忧，若AI模型对内存依赖下降，可能削弱对存储芯片与硬盘产品的长期需求。</p><p>与此同时，闪迪还宣布已与半导体公司Nanya Technology达成私募认购协议，将进行股权投资，显示行业内部仍在加快整合与布局。</p><p>谷歌表示，TurboQuant相关成果将于今年4月在里约热内卢举行的国际学习表征会议上正式发布。分析人士认为，若相关技术得到广泛应用，可能对AI硬件需求结构产生深远影响，进而重塑存储行业的增长逻辑。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n谷歌(GOOG.US,GOOGL.US)发布新算法旨在降低内存占用 存储概念股应声下跌 闪迪(SNDK.US)一度跌8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-25 22:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1419094.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着人工智能技术持续推进，算力与存储需求成为行业关注焦点。谷歌(GOOG.US,GOOGL.US)近日发布一系列新算法，旨在显著降低大语言模型(LLM)及向量搜索引擎运行所需的内存占用，这一举措引发存储产业链股价集体承压。谷歌此次推出的核心技术包括TurboQuant、量化Johnson-Lindenstrauss变换以及PolarQuant。其中，TurboQuant通过优化向量量化过程中的压缩...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1419094.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1419094.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2622607755","content_text":"随着人工智能技术持续推进，算力与存储需求成为行业关注焦点。谷歌(GOOG.US,GOOGL.US)近日发布一系列新算法，旨在显著降低大语言模型(LLM)及向量搜索引擎运行所需的内存占用，这一举措引发存储产业链股价集体承压。谷歌此次推出的核心技术包括TurboQuant、量化Johnson-Lindenstrauss变换以及PolarQuant。其中，TurboQuant通过优化向量量化过程中的压缩效率，解决高维数据处理带来的内存负担；Johnson-Lindenstrauss变换则通过数学降维技术，在保持数据关系不变的前提下大幅缩减数据规模，实现“零额外内存开销”的高效表达；PolarQuant则利用极坐标映射，将数据投射到固定结构中，从而跳过传统数据归一化步骤，进一步降低资源消耗。智通财经APP获悉，谷歌研究科学家Amir Zandieh与公司副总裁兼资深研究员Vahab Mirrokni表示，随着AI在大语言模型与语义搜索等场景中的广泛应用，底层向量量化技术的重要性将持续提升。这些算法有望从根本上改善AI系统的运行效率，并降低对高端存储硬件的依赖。受此消息影响，存储与硬盘相关公司股价在周三早盘普遍下跌。美光科技(MU.US)股价一度下跌约4%，西部数据(WDC.US)一度下跌约4.4%，希捷科技(STX.US)一度下跌约5.6%，而闪迪(SNDK.US)跌幅一度达8%。市场担忧，若AI模型对内存依赖下降，可能削弱对存储芯片与硬盘产品的长期需求。与此同时，闪迪还宣布已与半导体公司Nanya Technology达成私募认购协议，将进行股权投资，显示行业内部仍在加快整合与布局。谷歌表示，TurboQuant相关成果将于今年4月在里约热内卢举行的国际学习表征会议上正式发布。分析人士认为，若相关技术得到广泛应用，可能对AI硬件需求结构产生深远影响，进而重塑存储行业的增长逻辑。","news_type":1,"symbols_score_info":{"USJW.SI":0.6,"GOOW":0.6,"GOU":0.6,"GOOP":0.6,"GGLS":0.6,"GGLL":0.6,"GOOG":1.95,"GOOX":0.6,"GOOY":0.6}},"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"idStr":"11107014341500","authorIdStr":"11107014341500"},"content":"google 就是搅屎棍","text":"google 就是搅屎棍","html":"google 就是搅屎棍"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546518687625272,"gmtCreate":1774452039639,"gmtModify":1774452042346,"author":{"id":"3537417120281286","authorId":"3537417120281286","name":"好东西要一直拿着","avatar":"https://static.tigerbbs.com/ed03e24159cdfb1a1cc9e0eb75d70106","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537417120281286","authorIdStr":"3537417120281286"},"themes":[],"title":"","htmlText":"看看自己的股价吧，谁有压力啊请问🙄","listText":"看看自己的股价吧，谁有压力啊请问🙄","text":"看看自己的股价吧，谁有压力啊请问🙄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/546518687625272","repostId":"1181764142","repostType":2,"repost":{"id":"1181764142","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1774424725,"share":"https://www.laohu8.com/m/news/1181764142?lang=zh_CN&edition=full","pubTime":"2026-03-25 15:45","market":"us","language":"zh","title":"惠普发布设备端AI工具更新，压力给到苹果","url":"https://stock-news.laohu8.com/highlight/detail?id=1181764142","media":"老虎资讯综合","summary":"惠普在纽约Imagine活动上发布设备端AI工具HP IQ，主打数据安全与本地处理，试图在AI PC领域抢占先机。此举给苹果带来压力，市场关注其6月WWDC能否推出重磅AI更新。惠普股价今年已跌15%，新AI产品能否扭转颓势仍有待观察，但若需求强劲，或成股价催化剂。","content":"<html><head></head><body><p><strong><a href=\"https://laohu8.com/S/HPQ\">惠普</a></strong> 周二宣布了一项新的人工智能更新，这使得<strong><a href=\"https://laohu8.com/S/AAPL\">苹果</a></strong> 尽快展示其自身AI更新变得愈发重要。</p><p style=\"text-align: start;\">《巴伦周刊》出席了周二在纽约举行的惠普Imagine活动。这家科技硬件公司的高管在会上宣布了产品线的多款新品。但比新电脑发布更值得关注的是，惠普推出了自己的设备端AI工具。</p><p style=\"text-align: start;\">高管们在Imagine活动上演示了这款工具的工作原理。计划于春季开始推出的HP IQ将以文本栏的形式出现在用户屏幕顶部。用户可以就个人文件（如PDF或PowerPoint）向它提问。HP IQ将给出深度回答，并可向用户提供下一步操作建议。</p><p style=\"text-align: start;\">高管们还强调，这款AI将在设备端运行，意味着与工具共享的数据不会发送至云端。这对担心数据安全的个人或企业而言可能颇具吸引力。</p><p style=\"text-align: start;\">Moor Insights &amp; Strategy创始人兼首席执行官帕特里克·穆尔黑德对《巴伦周刊》表示：“我认为两个潜在的杀手级用例是文档分析和会议总结，而且无需连接云端。因此，如果你拥有专有信息，或者进行不想与他人分享的对话，那么我认为这相当重要且实用。”</p><p style=\"text-align: start;\">尽管这款新AI工具为惠普带来的机遇令人关注，但毕竟刚刚推出。IDC设备与消费者研究集团副总裁汤姆·梅内利对《巴伦周刊》表示，虽然他对惠普部署设备端AI的做法表示认可，但现在判断此次更新是否会对股价产生影响还为时过早。</p><p style=\"text-align: start;\">他说：“人们是否会接受这些新技术，我认为仍有待观察。但我欣赏惠普这种跳出思维定式的做法。”惠普股价确实需要提振。该股今年已下跌15%，过去12个月跌幅达34%。除2月突然更换CEO外，惠普还一直面临内存成本上涨挤压利润率的压力。周二发布的公告并未解决这些问题，但如果公司能够证明市场对这些新AI产品存在强劲需求，则可能扭转投资者情绪。</p><p style=\"text-align: start;\">科技投资者期待未来数周能有更多AI更新消息。如今所有人的目光都转向了苹果。苹果周一晚间宣布，其年度全球开发者大会将于6月8日回归，并将“聚焦苹果平台的重大更新，包括AI领域的进展”。</p><p style=\"text-align: start;\">惠普最新发布的AI公告，给苹果在WWDC上推出令人兴奋的AI更新增添了压力。</p><p style=\"text-align: start;\">穆尔黑德表示：“我认为一旦惠普证明用户正在使用其AI功能并喜欢它，届时就会迎来‘严峻的审视’。可能会有人提出这样的观点：惠普IQ发布时看起来很有趣，而这是用户使用情况的数据，这预示着未来会怎样。然后人们就会问，为什么惠普能做到这一点，而苹果做不到？”</p><p style=\"text-align: start;\">迄今为止，苹果凭借有限的AI更新尚能过关。iPhone需求强劲，服务收入持续增长，新品发布也激发了消费者的热情。但如果苹果迟迟不在AI领域拿出成果，这种热情可能会消退。惠普的最新公告给苹果施加了更大压力，迫使其尽快将AI改进成果交到消费者手中。</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>惠普发布设备端AI工具更新，压力给到苹果</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n惠普发布设备端AI工具更新，压力给到苹果\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-03-25 15:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong><a href=\"https://laohu8.com/S/HPQ\">惠普</a></strong> 周二宣布了一项新的人工智能更新，这使得<strong><a href=\"https://laohu8.com/S/AAPL\">苹果</a></strong> 尽快展示其自身AI更新变得愈发重要。</p><p style=\"text-align: start;\">《巴伦周刊》出席了周二在纽约举行的惠普Imagine活动。这家科技硬件公司的高管在会上宣布了产品线的多款新品。但比新电脑发布更值得关注的是，惠普推出了自己的设备端AI工具。</p><p style=\"text-align: start;\">高管们在Imagine活动上演示了这款工具的工作原理。计划于春季开始推出的HP IQ将以文本栏的形式出现在用户屏幕顶部。用户可以就个人文件（如PDF或PowerPoint）向它提问。HP IQ将给出深度回答，并可向用户提供下一步操作建议。</p><p style=\"text-align: start;\">高管们还强调，这款AI将在设备端运行，意味着与工具共享的数据不会发送至云端。这对担心数据安全的个人或企业而言可能颇具吸引力。</p><p style=\"text-align: start;\">Moor Insights &amp; Strategy创始人兼首席执行官帕特里克·穆尔黑德对《巴伦周刊》表示：“我认为两个潜在的杀手级用例是文档分析和会议总结，而且无需连接云端。因此，如果你拥有专有信息，或者进行不想与他人分享的对话，那么我认为这相当重要且实用。”</p><p style=\"text-align: start;\">尽管这款新AI工具为惠普带来的机遇令人关注，但毕竟刚刚推出。IDC设备与消费者研究集团副总裁汤姆·梅内利对《巴伦周刊》表示，虽然他对惠普部署设备端AI的做法表示认可，但现在判断此次更新是否会对股价产生影响还为时过早。</p><p style=\"text-align: start;\">他说：“人们是否会接受这些新技术，我认为仍有待观察。但我欣赏惠普这种跳出思维定式的做法。”惠普股价确实需要提振。该股今年已下跌15%，过去12个月跌幅达34%。除2月突然更换CEO外，惠普还一直面临内存成本上涨挤压利润率的压力。周二发布的公告并未解决这些问题，但如果公司能够证明市场对这些新AI产品存在强劲需求，则可能扭转投资者情绪。</p><p style=\"text-align: start;\">科技投资者期待未来数周能有更多AI更新消息。如今所有人的目光都转向了苹果。苹果周一晚间宣布，其年度全球开发者大会将于6月8日回归，并将“聚焦苹果平台的重大更新，包括AI领域的进展”。</p><p style=\"text-align: start;\">惠普最新发布的AI公告，给苹果在WWDC上推出令人兴奋的AI更新增添了压力。</p><p style=\"text-align: start;\">穆尔黑德表示：“我认为一旦惠普证明用户正在使用其AI功能并喜欢它，届时就会迎来‘严峻的审视’。可能会有人提出这样的观点：惠普IQ发布时看起来很有趣，而这是用户使用情况的数据，这预示着未来会怎样。然后人们就会问，为什么惠普能做到这一点，而苹果做不到？”</p><p style=\"text-align: start;\">迄今为止，苹果凭借有限的AI更新尚能过关。iPhone需求强劲，服务收入持续增长，新品发布也激发了消费者的热情。但如果苹果迟迟不在AI领域拿出成果，这种热情可能会消退。惠普的最新公告给苹果施加了更大压力，迫使其尽快将AI改进成果交到消费者手中。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/37848ce3739ad27d064f0cef67deac82","relate_stocks":{"AAPL":"苹果","HPQ":"惠普"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181764142","content_text":"惠普 周二宣布了一项新的人工智能更新，这使得苹果 尽快展示其自身AI更新变得愈发重要。《巴伦周刊》出席了周二在纽约举行的惠普Imagine活动。这家科技硬件公司的高管在会上宣布了产品线的多款新品。但比新电脑发布更值得关注的是，惠普推出了自己的设备端AI工具。高管们在Imagine活动上演示了这款工具的工作原理。计划于春季开始推出的HP IQ将以文本栏的形式出现在用户屏幕顶部。用户可以就个人文件（如PDF或PowerPoint）向它提问。HP IQ将给出深度回答，并可向用户提供下一步操作建议。高管们还强调，这款AI将在设备端运行，意味着与工具共享的数据不会发送至云端。这对担心数据安全的个人或企业而言可能颇具吸引力。Moor Insights & Strategy创始人兼首席执行官帕特里克·穆尔黑德对《巴伦周刊》表示：“我认为两个潜在的杀手级用例是文档分析和会议总结，而且无需连接云端。因此，如果你拥有专有信息，或者进行不想与他人分享的对话，那么我认为这相当重要且实用。”尽管这款新AI工具为惠普带来的机遇令人关注，但毕竟刚刚推出。IDC设备与消费者研究集团副总裁汤姆·梅内利对《巴伦周刊》表示，虽然他对惠普部署设备端AI的做法表示认可，但现在判断此次更新是否会对股价产生影响还为时过早。他说：“人们是否会接受这些新技术，我认为仍有待观察。但我欣赏惠普这种跳出思维定式的做法。”惠普股价确实需要提振。该股今年已下跌15%，过去12个月跌幅达34%。除2月突然更换CEO外，惠普还一直面临内存成本上涨挤压利润率的压力。周二发布的公告并未解决这些问题，但如果公司能够证明市场对这些新AI产品存在强劲需求，则可能扭转投资者情绪。科技投资者期待未来数周能有更多AI更新消息。如今所有人的目光都转向了苹果。苹果周一晚间宣布，其年度全球开发者大会将于6月8日回归，并将“聚焦苹果平台的重大更新，包括AI领域的进展”。惠普最新发布的AI公告，给苹果在WWDC上推出令人兴奋的AI更新增添了压力。穆尔黑德表示：“我认为一旦惠普证明用户正在使用其AI功能并喜欢它，届时就会迎来‘严峻的审视’。可能会有人提出这样的观点：惠普IQ发布时看起来很有趣，而这是用户使用情况的数据，这预示着未来会怎样。然后人们就会问，为什么惠普能做到这一点，而苹果做不到？”迄今为止，苹果凭借有限的AI更新尚能过关。iPhone需求强劲，服务收入持续增长，新品发布也激发了消费者的热情。但如果苹果迟迟不在AI领域拿出成果，这种热情可能会消退。惠普的最新公告给苹果施加了更大压力，迫使其尽快将AI改进成果交到消费者手中。","news_type":1,"symbols_score_info":{"HPQ":2,"AAPL":2}},"isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546518092650376,"gmtCreate":1774451991449,"gmtModify":1774451993784,"author":{"id":"3537417120281286","authorId":"3537417120281286","name":"好东西要一直拿着","avatar":"https://static.tigerbbs.com/ed03e24159cdfb1a1cc9e0eb75d70106","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537417120281286","authorIdStr":"3537417120281286"},"themes":[],"title":"","htmlText":"结果谷歌也在跌，所以到底利好了谁🙄","listText":"结果谷歌也在跌，所以到底利好了谁🙄","text":"结果谷歌也在跌，所以到底利好了谁🙄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/546518092650376","repostId":"1127263408","repostType":2,"repost":{"id":"1127263408","kind":"news","pubTimestamp":1774448869,"share":"https://www.laohu8.com/m/news/1127263408?lang=zh_CN&edition=full","pubTime":"2026-03-25 22:27","market":"us","language":"zh","title":"谷歌发布KV缓存压缩技术，存储需求预期遭冲击，美股存储板块集体下挫","url":"https://stock-news.laohu8.com/highlight/detail?id=1127263408","media":"华尔街见闻","summary":"Google Research近日推出全新的KV缓存压缩方法TurboQuant。据称，该技术可在不损失准确性的前提下，将大语言模型的缓存内存占用至少减少6倍，并实现最高8倍的加速，旨在解决AI推理与向量搜索中的内存瓶颈问题。受此消息影响，美股存储板块集体走低。截至收盘，闪迪跌6.5%，美光科技跌超4%，西部数据跌超4%，希捷科技跌超5%。","content":"<html><head></head><body><p>Google Research近日推出全新的KV缓存压缩方法TurboQuant。据称，该技术可在不损失准确性的前提下，将大语言模型的缓存内存占用至少减少6倍，并实现最高8倍的加速，旨在解决AI推理与向量搜索中的内存瓶颈问题。</p><p>受此消息影响，美股存储板块集体走低。截至收盘，闪迪跌6.5%，美光科技跌超4%，西部数据跌超4%，希捷科技跌超5%。</p></body></html>","source":"lsy1762389672944","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\" 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n谷歌发布KV缓存压缩技术，存储需求预期遭冲击，美股存储板块集体下挫\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-25 22:27 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3768391><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Google Research近日推出全新的KV缓存压缩方法TurboQuant。据称，该技术可在不损失准确性的前提下，将大语言模型的缓存内存占用至少减少6倍，并实现最高8倍的加速，旨在解决AI推理与向量搜索中的内存瓶颈问题。受此消息影响，美股存储板块集体走低。截至收盘，闪迪跌6.5%，美光科技跌超4%，西部数据跌超4%，希捷科技跌超5%。</p>\n\n<a href=\"https://wallstreetcn.com/articles/3768391\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/46029346cc3e64319c2b318fd1af0381","relate_stocks":{"MU":"美光科技","SNDK":"闪迪","STX":"希捷科技","WDC":"西部数据"},"source_url":"https://wallstreetcn.com/articles/3768391","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127263408","content_text":"Google Research近日推出全新的KV缓存压缩方法TurboQuant。据称，该技术可在不损失准确性的前提下，将大语言模型的缓存内存占用至少减少6倍，并实现最高8倍的加速，旨在解决AI推理与向量搜索中的内存瓶颈问题。受此消息影响，美股存储板块集体走低。截至收盘，闪迪跌6.5%，美光科技跌超4%，西部数据跌超4%，希捷科技跌超5%。","news_type":1,"symbols_score_info":{"STX":2,"SNDK":2,"WDC":2,"MU":2}},"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536974051726704,"gmtCreate":1772118070035,"gmtModify":1772118688587,"author":{"id":"3537417120281286","authorId":"3537417120281286","name":"好东西要一直拿着","avatar":"https://static.tigerbbs.com/ed03e24159cdfb1a1cc9e0eb75d70106","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537417120281286","authorIdStr":"3537417120281286"},"themes":[],"title":"","htmlText":"你有病？","listText":"你有病？","text":"你有病？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536974051726704","repostId":"2614023386","repostType":2,"repost":{"id":"2614023386","kind":"highlight","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1772095320,"share":"https://www.laohu8.com/m/news/2614023386?lang=zh_CN&edition=full","pubTime":"2026-02-26 16:42","market":"us","language":"zh","title":"暴涨30%！刚刚，直线拉升！芯片，突传利好！","url":"https://stock-news.laohu8.com/highlight/detail?id=2614023386","media":"券商中国","summary":"暴涨30%！刚刚，直线拉升！芯片，突传利好！","content":"<html><body><div></div></body></html>","source":"weixin_highlight","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>暴涨30%！刚刚，直线拉升！芯片，突传利好！</title>\n<style 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16:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div></div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4535":"淡马锡持仓","BK4588":"碎股","SOXL":"三倍做多半导体ETF-Direxion 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most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1771559692,"share":"https://www.laohu8.com/m/news/2612255699?lang=zh_CN&edition=full","pubTime":"2026-02-20 11:54","market":"sh","language":"en","title":"Stride Property Group Declares Quarterly Dividend<blockquote>Stride Property Group宣布季度股息</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2612255699","media":"MT Newswires Live","summary":"Stride Property Group  declared a cash dividend of NZ$0.015625 per share for the fiscal third quarter ended Dec. 31, 2025, unchanged from the previous year, according to a Friday filing with the New Zealand bourse.The dividend is payable on March 10 to shareholders on record as of March 2, the filing said.The board will also suspend the third-quarter dividend reinvestment plan, but reaffirmed its target to pay an annual cash dividend of NZ$0.08 per share for the year ending March 31, the filing added.","content":"<p><html><body> <a href=\"https://laohu8.com/S/LRN\">Stride</a> Property Group (NZE:SPG) declared a cash dividend of NZ$0.015625 per share for the fiscal third quarter ended Dec. 31, 2025, unchanged from the previous year, according to a Friday filing with the New Zealand bourse.</p><p><blockquote><html><body><a href=\"https://laohu8.com/S/LRN\">步幅</a>根据周五向新西兰证券交易所提交的文件，Property Group(NZE：SPG)宣布截至2025年12月31日的第三财季现金股息为每股0.015625新西兰元，与上年持平。</body></html></blockquote></p><p>The dividend is payable on March 10 to shareholders on record as of March 2, the filing said.</p><p><blockquote>文件称，股息将于3月10日支付给截至3月2日登记在册的股东。</blockquote></p><p>The board will also suspend the third-quarter dividend reinvestment plan, but reaffirmed its target to pay an annual cash dividend of NZ$0.08 per share for the year ending March 31, the filing added.</p><p><blockquote>文件补充说，董事会还将暂停第三季度股息再投资计划，但重申了截至3月31日的年度支付每股0.08新西兰元的年度现金股息的目标。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"mtnewswires_news","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>Stride Property Group Declares Quarterly Dividend<blockquote>Stride Property Group宣布季度股息</blockquote></title>\n<style 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#7E829C; margin: 0;}\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\">\nStride Property Group Declares Quarterly Dividend<blockquote>Stride Property Group宣布季度股息</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time smaller\">2026-02-20 11:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body> <a href=\"https://laohu8.com/S/LRN\">Stride</a> Property Group (NZE:SPG) declared a cash dividend of NZ$0.015625 per share for the fiscal third quarter ended Dec. 31, 2025, unchanged from the previous year, according to a Friday filing with the New Zealand bourse.</p><p><blockquote><html><body><a href=\"https://laohu8.com/S/LRN\">步幅</a>根据周五向新西兰证券交易所提交的文件，Property Group(NZE：SPG)宣布截至2025年12月31日的第三财季现金股息为每股0.015625新西兰元，与上年持平。</body></html></blockquote></p><p>The dividend is payable on March 10 to shareholders on record as of March 2, the filing said.</p><p><blockquote>文件称，股息将于3月10日支付给截至3月2日登记在册的股东。</blockquote></p><p>The board will also suspend the third-quarter dividend reinvestment plan, but reaffirmed its target to pay an annual cash dividend of NZ$0.08 per share for the year ending March 31, the filing added.</p><p><blockquote>文件补充说，董事会还将暂停第三季度股息再投资计划，但重申了截至3月31日的年度支付每股0.08新西兰元的年度现金股息的目标。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4204":"教育服务","CFA.SI":"NikkoAM-STC Asia REIT","LU2517655028.SGD":"WELLINGTON NEXT GENERATION EDUCATION \"A\" (SGDHDG) ACC","LU2517655291.USD":"WELLINGTON NEXT GENERATION EDUCATION \"A\" (USD) ACC","IE0009354923.USD":"JANUS HENDERSON US VENTURE \"A2\" (USD) ACC","LRN":"Stride","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","LU0566484027.USD":"安本美国小盘成长股","LU2517655374.HKD":"WELLINGTON NEXT GENERATION EDUCATION \"A\" (HKD) ACC","LU1559883803.SGD":"Aberdeen Standard SICAV I - North American Smaller Companies Fund A Acc SGD-H","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2612255699","content_text":"Stride Property Group (NZE:SPG) declared a cash dividend of NZ$0.015625 per share for the fiscal third quarter ended Dec. 31, 2025, unchanged from the previous year, according to a Friday filing with the New Zealand bourse.The dividend is payable on March 10 to shareholders on record as of March 2, the filing said.The board will also suspend the third-quarter dividend reinvestment plan, but reaffirmed its target to pay an annual cash dividend of NZ$0.08 per share for the year ending March 31, the filing added.","news_type":1,"symbols_score_info":{"CFA.SI":1.5,"LRN":1.5}},"isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529541343143432,"gmtCreate":1770303506296,"gmtModify":1770303508725,"author":{"id":"3537417120281286","authorId":"3537417120281286","name":"好东西要一直拿着","avatar":"https://static.tigerbbs.com/ed03e24159cdfb1a1cc9e0eb75d70106","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537417120281286","authorIdStr":"3537417120281286"},"themes":[],"title":"","htmlText":"好丑啊，有点审美行吗","listText":"好丑啊，有点审美行吗","text":"好丑啊，有点审美行吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529541343143432","repostId":"2609378274","repostType":2,"repost":{"id":"2609378274","kind":"news","pubTimestamp":1770285240,"share":"https://www.laohu8.com/m/news/2609378274?lang=zh_CN&edition=full","pubTime":"2026-02-05 17:54","market":"hk","language":"zh","title":"登春晚、进工厂！车企新年加速“造人”啦","url":"https://stock-news.laohu8.com/highlight/detail?id=2609378274","media":"紫牛新闻","summary":"墨甲机器人在奇瑞宣布“墨甲”机器人即将登台春晚的同日，市场有消息称，小鹏汽车两大“智能化”支柱一级部门——自动驾驶中心、智能座舱中心合并，新成立通用智能中心。与小鹏汽车机器人将共同进入工厂的还有特斯拉。上述事项均共同表明，车企人形机器人的竞赛已从技术演示转向量产冲刺阶段。","content":"<html><body><article><p>扬子晚报网2月5日讯（记者 范晓林 薄云峰）随着车企的智能化转型持续超越车轮的界限，一场深度融合“车、人、机器”的产业变革正在加速演进。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260205175553690v201eb4el7bdyrm\"/><p><strong>墨甲机器人</strong></p><p>“墨甲机器人旗下的芜优智警R001将亮相2026年芜湖市春节联欢晚会。”2月4日，<a href=\"https://laohu8.com/S/09973\">奇瑞汽车</a>相关人士介绍，墨甲机器人不仅是当晚的主持人之一，更将与人类演员合作，成为国内首个登上春晚舞台并完整参演小品的人形机器人。在此之前，作为安徽首个AI交通管理机器人，芜优智警R001号已于1月10日正式上岗——在接入交通信号系统后与交警协同工作，不仅能复刻指挥手势，引导车辆有序通行，还可自动识别非机动车交通违法行为。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260205175555259v2015e4macblna4\"/><p><strong>墨甲机器人</strong></p><p>在奇瑞宣布“墨甲”机器人即将登台春晚的同日，市场有消息称，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>两大“智能化”支柱一级部门——自动驾驶中心、智能座舱中心合并，新成立通用智能中心。新部门由原自动驾驶负责人刘先明主导，直接向董事长、CEO何小鹏汇报。据了解，通用智能中心为面向汽车+机器人的全新AI组织。</p><p>与<a href=\"https://laohu8.com/S/09868\">小鹏汽车</a>机器人将共同进入工厂的还有<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。据特斯拉2月2日官方微博，第三代特斯拉人形机器人即将亮相，通过观察人类行为即可学习新技能，预计年产百万台。特斯拉CEO马斯克在视频中表示，特斯拉没有沿用现有的任何供应链体系，几乎是完全从第一性原理出发，重新进行设计。特斯拉AI微博称，Optimus V3是特斯拉第一款走向量产的机器人。</p><p>上述事项均共同表明，车企人形机器人的竞赛已从技术演示转向量产冲刺阶段。</p><p>据不完全统计，截至目前，国内外已有二十余家车企通过自研或投资方式布局人形机器人领域，且部分企业已将人形机器人引入工厂。</p><p>1月30日，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>原自动驾驶高级副总裁郎咸朋在个人社交平台发文，确认已转岗负责公司人形机器人业务，并称“虚心学习，接受指导和建议”。同时，<a href=\"https://laohu8.com/S/02015\">理想汽车</a>一系列机器人相关岗位招聘信息在其官网悄然上线，在岗位要求中明确提出，希望候选人有“机器人关节模组嵌入式软件开发经验”或“3年以上嵌入式电机驱动开发经验”。</p><p>由主机厂跨界进入机器人领域的还有<a href=\"https://laohu8.com/S/601127\">赛力斯</a>。近日，<a href=\"https://laohu8.com/S/09927\">赛力斯</a>在中国（上海）自由贸易试验区临港新片区正式注册成立上海赛力斯<a href=\"https://laohu8.com/S/600716\">凤凰</a>技术有限公司，注册资本5000万元人民币。据悉，新公司由赛力斯旗下重庆凤凰技术有限公司全资持股，经营范围聚焦智能机器人研发、人工智能基础软件开发、人工智能理论与算法软件开发、新能源汽车电附件销售等前沿领域。这或标志着赛力斯在巩固新能源汽车主业的基础上，向“汽车+AI+机器人”协同生态迈出关键一步。</p><p>伴随机器人行业的高速发展，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>在2月2日大幅上调了2026年中国人形机器人销量预测。据该行最新预计，今年中国人形机器人销量将同比增长133%至28000台，较此前预测的14000台高出一倍。展望更长期，摩根士丹利预测，到2030年销量将达26.2万台，2035年将进一步攀升至260万台，而去年的销量约为1.2万台。</p><p>校对 陶善工</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>登春晚、进工厂！车企新年加速“造人”啦</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登春晚、进工厂！车企新年加速“造人”啦\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-05 17:54 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205175602a6d6aaf7&s=b><strong>紫牛新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>扬子晚报网2月5日讯（记者 范晓林 薄云峰）随着车企的智能化转型持续超越车轮的界限，一场深度融合“车、人、机器”的产业变革正在加速演进。墨甲机器人“墨甲机器人旗下的芜优智警R001将亮相2026年芜湖市春节联欢晚会。”2月4日，奇瑞汽车相关人士介绍，墨甲机器人不仅是当晚的主持人之一，更将与人类演员合作，成为国内首个登上春晚舞台并完整参演小品的人形机器人。在此之前，作为安徽首个AI交通管理机器人，芜...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205175602a6d6aaf7&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"601127":"赛力斯","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","TSLA":"特斯拉","09927":"赛力斯","BK1119":"汽车制造商","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","02015":"理想汽车-W","09868":"小鹏集团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205175602a6d6aaf7&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2609378274","content_text":"扬子晚报网2月5日讯（记者 范晓林 薄云峰）随着车企的智能化转型持续超越车轮的界限，一场深度融合“车、人、机器”的产业变革正在加速演进。墨甲机器人“墨甲机器人旗下的芜优智警R001将亮相2026年芜湖市春节联欢晚会。”2月4日，奇瑞汽车相关人士介绍，墨甲机器人不仅是当晚的主持人之一，更将与人类演员合作，成为国内首个登上春晚舞台并完整参演小品的人形机器人。在此之前，作为安徽首个AI交通管理机器人，芜优智警R001号已于1月10日正式上岗——在接入交通信号系统后与交警协同工作，不仅能复刻指挥手势，引导车辆有序通行，还可自动识别非机动车交通违法行为。墨甲机器人在奇瑞宣布“墨甲”机器人即将登台春晚的同日，市场有消息称，小鹏汽车两大“智能化”支柱一级部门——自动驾驶中心、智能座舱中心合并，新成立通用智能中心。新部门由原自动驾驶负责人刘先明主导，直接向董事长、CEO何小鹏汇报。据了解，通用智能中心为面向汽车+机器人的全新AI组织。与小鹏汽车机器人将共同进入工厂的还有特斯拉。据特斯拉2月2日官方微博，第三代特斯拉人形机器人即将亮相，通过观察人类行为即可学习新技能，预计年产百万台。特斯拉CEO马斯克在视频中表示，特斯拉没有沿用现有的任何供应链体系，几乎是完全从第一性原理出发，重新进行设计。特斯拉AI微博称，Optimus V3是特斯拉第一款走向量产的机器人。上述事项均共同表明，车企人形机器人的竞赛已从技术演示转向量产冲刺阶段。据不完全统计，截至目前，国内外已有二十余家车企通过自研或投资方式布局人形机器人领域，且部分企业已将人形机器人引入工厂。1月30日，理想汽车原自动驾驶高级副总裁郎咸朋在个人社交平台发文，确认已转岗负责公司人形机器人业务，并称“虚心学习，接受指导和建议”。同时，理想汽车一系列机器人相关岗位招聘信息在其官网悄然上线，在岗位要求中明确提出，希望候选人有“机器人关节模组嵌入式软件开发经验”或“3年以上嵌入式电机驱动开发经验”。由主机厂跨界进入机器人领域的还有赛力斯。近日，赛力斯在中国（上海）自由贸易试验区临港新片区正式注册成立上海赛力斯凤凰技术有限公司，注册资本5000万元人民币。据悉，新公司由赛力斯旗下重庆凤凰技术有限公司全资持股，经营范围聚焦智能机器人研发、人工智能基础软件开发、人工智能理论与算法软件开发、新能源汽车电附件销售等前沿领域。这或标志着赛力斯在巩固新能源汽车主业的基础上，向“汽车+AI+机器人”协同生态迈出关键一步。伴随机器人行业的高速发展，摩根士丹利在2月2日大幅上调了2026年中国人形机器人销量预测。据该行最新预计，今年中国人形机器人销量将同比增长133%至28000台，较此前预测的14000台高出一倍。展望更长期，摩根士丹利预测，到2030年销量将达26.2万台，2035年将进一步攀升至260万台，而去年的销量约为1.2万台。校对 陶善工","news_type":1,"symbols_score_info":{"601127":1.85,"09868":0.9,"02015":0.9,"TSLA":1.91,"09927":1.85}},"isVote":1,"tweetType":1,"viewCount":991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526392476123416,"gmtCreate":1769483237724,"gmtModify":1769483239972,"author":{"id":"3537417120281286","authorId":"3537417120281286","name":"好东西要一直拿着","avatar":"https://static.tigerbbs.com/ed03e24159cdfb1a1cc9e0eb75d70106","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537417120281286","authorIdStr":"3537417120281286"},"themes":[],"title":"","htmlText":"我还是觉得gpt最好用且愿意付费","listText":"我还是觉得gpt最好用且愿意付费","text":"我还是觉得gpt最好用且愿意付费","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526392476123416","repostId":"1149649516","repostType":2,"repost":{"id":"1149649516","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1769441903,"share":"https://www.laohu8.com/m/news/1149649516?lang=zh_CN&edition=full","pubTime":"2026-01-26 23:38","market":"us","language":"zh","title":"阿里发布千问旗舰推理模型，性能媲美GPT-5.2、Gemini 3 Pro","url":"https://stock-news.laohu8.com/highlight/detail?id=1149649516","media":"老虎资讯综合","summary":"创下数项权威评测全球新纪录。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 正式发布千问旗舰推理模型Qwen3-Max-Thinking，创下数项权威评测全球新纪录，性能媲美GPT-5.2、Gemini 3 Pro，成为迄今为止最接近国际顶尖模型的国内最强AI大模型。</p><p>阿里盘中拉升，跌幅收窄。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/594671b0f3fe1e9136bd4634471378eb\" tg-width=\"560\" tg-height=\"240\"/></p><p>千问新模型总参数超万亿，进行了更大规模的强化学习后训练，并通过推理技术的系列创新，最终完成模型性能的大幅飞跃。在多项关键性能基准测试中，千问表现超过了GPT-5.2、Claude Opus 4.5和Gemini 3 Pro等顶尖模型，刷新全球纪录，进一步拓展了人工智能系统的推理性能边界。</p><p>Qwen3-Max-Thinking还大幅增强了自主调用工具的原生Agent能力，模型可像专业人士一样边用工具边思考，回答更合用户心意、更智能、更流畅。同时，模型幻觉也大为降低，为解决真实复杂任务打下基础。</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>阿里发布千问旗舰推理模型，性能媲美GPT-5.2、Gemini 3 Pro</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; 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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阿里发布千问旗舰推理模型，性能媲美GPT-5.2、Gemini 3 Pro\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-01-26 23:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 正式发布千问旗舰推理模型Qwen3-Max-Thinking，创下数项权威评测全球新纪录，性能媲美GPT-5.2、Gemini 3 Pro，成为迄今为止最接近国际顶尖模型的国内最强AI大模型。</p><p>阿里盘中拉升，跌幅收窄。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/594671b0f3fe1e9136bd4634471378eb\" tg-width=\"560\" tg-height=\"240\"/></p><p>千问新模型总参数超万亿，进行了更大规模的强化学习后训练，并通过推理技术的系列创新，最终完成模型性能的大幅飞跃。在多项关键性能基准测试中，千问表现超过了GPT-5.2、Claude Opus 4.5和Gemini 3 Pro等顶尖模型，刷新全球纪录，进一步拓展了人工智能系统的推理性能边界。</p><p>Qwen3-Max-Thinking还大幅增强了自主调用工具的原生Agent能力，模型可像专业人士一样边用工具边思考，回答更合用户心意、更智能、更流畅。同时，模型幻觉也大为降低，为解决真实复杂任务打下基础。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/140812b08823defb3e5dc123001e3230","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149649516","content_text":"阿里巴巴 正式发布千问旗舰推理模型Qwen3-Max-Thinking，创下数项权威评测全球新纪录，性能媲美GPT-5.2、Gemini 3 Pro，成为迄今为止最接近国际顶尖模型的国内最强AI大模型。阿里盘中拉升，跌幅收窄。千问新模型总参数超万亿，进行了更大规模的强化学习后训练，并通过推理技术的系列创新，最终完成模型性能的大幅飞跃。在多项关键性能基准测试中，千问表现超过了GPT-5.2、Claude Opus 4.5和Gemini 3 Pro等顶尖模型，刷新全球纪录，进一步拓展了人工智能系统的推理性能边界。Qwen3-Max-Thinking还大幅增强了自主调用工具的原生Agent能力，模型可像专业人士一样边用工具边思考，回答更合用户心意、更智能、更流畅。同时，模型幻觉也大为降低，为解决真实复杂任务打下基础。","news_type":1,"symbols_score_info":{"09988":2,"BABA":2}},"isVote":1,"tweetType":1,"viewCount":1024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":525534304641784,"gmtCreate":1769330872971,"gmtModify":1769330875535,"author":{"id":"3537417120281286","authorId":"3537417120281286","name":"好东西要一直拿着","avatar":"https://static.tigerbbs.com/ed03e24159cdfb1a1cc9e0eb75d70106","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537417120281286","authorIdStr":"3537417120281286"},"themes":[],"title":"","htmlText":"希望苹果不会变成第二个诺基亚。诺基亚一开始死掉就是不够拥抱智能操作系统，苹果的困境也是不够拥抱AI，现在都快变成纯硬件取胜了。","listText":"希望苹果不会变成第二个诺基亚。诺基亚一开始死掉就是不够拥抱智能操作系统，苹果的困境也是不够拥抱AI，现在都快变成纯硬件取胜了。","text":"希望苹果不会变成第二个诺基亚。诺基亚一开始死掉就是不够拥抱智能操作系统，苹果的困境也是不够拥抱AI，现在都快变成纯硬件取胜了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/525534304641784","repostId":"2606225984","repostType":2,"repost":{"id":"2606225984","kind":"news","pubTimestamp":1769322820,"share":"https://www.laohu8.com/m/news/2606225984?lang=zh_CN&edition=full","pubTime":"2026-01-25 14:33","market":"us","language":"zh","title":"苹果 Siri 升级路线图曝光：iOS 27 变身完整聊天机器人，但不会独立成应用","url":"https://stock-news.laohu8.com/highlight/detail?id=2606225984","media":"IT之家","summary":"据报道，苹果计划在未来一年内对 Siri 进行两次重大升级：首先在 iOS 26.4 中加入个性化功能，随后在 iOS 27 内将 Siri 彻底转变为完整的聊天机器人。不出意外的话，我们最快将在今年 6 月 WWDC 开发者大会结束后看到 Siri 聊天机器人登场。根据现有传闻，升级后的 Siri 将具备上述所有能力，并像其他公司的聊天机器人一样运作。","content":"<html><body><article><p>IT之家 1 月 25 日消息，科技媒体 MacRumors 前天发布博文，对<a href=\"https://laohu8.com/S/AAPL\">苹果</a> Siri 语音助手今年升级进行前瞻。</p><p>据报道，苹果计划在未来一年内对 Siri 进行两次重大升级：首先在 iOS 26.4 中加入个性化功能，随后在 iOS 27 内将 Siri 彻底转变为完整的聊天机器人。不出意外的话，<strong>我们最快将在今年 6 月 WWDC 开发者大会结束后看到 Siri 聊天机器人登场</strong>。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260125143528148d206eacj0ebduwz\"/><p>同时，苹果将在 iOS 27 中彻底改变 Siri 的工作方式。目前 Siri 只能回答基础问题、完成简单任务，无法进行来回对话，也难以处理多步骤任务或复杂问题。</p><p>根据现有传闻，升级后的 Siri 将具备上述所有能力，<strong>并像其他公司的聊天机器人一样运作</strong>。</p><p>苹果最初并未计划推出类似 ChatGPT / Claude、供用户直接互动的完整聊天机器人，但随着这种应用越来越流行，为了保持竞争力，苹果最终决定为 Siri 引入类似功能。</p><p>彭博社记者马克 · 古尔曼曾透露，Siri 聊天机器人将“深度嵌入”到苹果各个产品，它不会成为独立应用，而是会和现在一样直接集成到 iOS、iPadOS 和 macOS 系统里，<strong>唤醒方式也将保持不变</strong>，支持语音输入和文字输入。</p><p>不过我们目前还无法得知新版 Siri 到底长什么样，假如苹果要让 Siri 追平 OpenAI、Anthropic 同类产品的话，那 Siri 的外观和交互方式必须要大幅调整。毕竟现在用户已经习惯打开某个应用，然后看到带对话历史记录的完整文本界面，但如果 Siri 不会变成独立 App 的话，那苹果如何提供这些功能仍是未知数。</p><p>升级后的 Siri 预计将具备主流 AI 聊天机器人功能，可以做以下事情：</p><p>搜索互联网信息</p><p>生成图片</p><p>生成文本内容</p><p>总结信息</p><p>分析上传的文件</p><p>使用个人数据完成任务</p><p>读取并理解邮件、信息、文件等内容</p><p>分析当前屏幕内容并采取行动</p><p>控制设备功能和系统设置</p><p>取代聚焦搜索（IT之家注：Spotlight），检索本地内容</p><p>深度集成至邮件、信息、Apple TV、Xcode、照片等第一方应用</p><p>从 iOS 26.4 开始，苹果将推出基于大语言模型的 Siri，<strong>该版本的语音助手从 iOS 18 时代立项</strong>，但由于 Siri 底层架构必须重构才能支持大语言模型，所以进度有所推迟。</p><p>据悉，iOS 26.4 系统的 Siri 具备个人上下文理解功能，<strong>能够理解并追踪用户邮件、信息、文件、照片等</strong>，<strong>还能够实现连续对话、识别屏幕内容并执行操作</strong>，但它仍然不是完整的聊天机器人。</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>苹果 Siri 升级路线图曝光：iOS 27 变身完整聊天机器人，但不会独立成应用</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; 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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苹果 Siri 升级路线图曝光：iOS 27 变身完整聊天机器人，但不会独立成应用\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-25 14:33 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260125143530a6a9d473&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 1 月 25 日消息，科技媒体 MacRumors 前天发布博文，对苹果 Siri 语音助手今年升级进行前瞻。据报道，苹果计划在未来一年内对 Siri 进行两次重大升级：首先在 iOS 26.4 中加入个性化功能，随后在 iOS 27 内将 Siri 彻底转变为完整的聊天机器人。不出意外的话，我们最快将在今年 6 月 WWDC 开发者大会结束后看到 Siri 聊天机器人登场。同时，苹果将...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260125143530a6a9d473&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0072462426.USD":"贝莱德全球配置 A2","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) 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语音助手今年升级进行前瞻。据报道，苹果计划在未来一年内对 Siri 进行两次重大升级：首先在 iOS 26.4 中加入个性化功能，随后在 iOS 27 内将 Siri 彻底转变为完整的聊天机器人。不出意外的话，我们最快将在今年 6 月 WWDC 开发者大会结束后看到 Siri 聊天机器人登场。同时，苹果将在 iOS 27 中彻底改变 Siri 的工作方式。目前 Siri 只能回答基础问题、完成简单任务，无法进行来回对话，也难以处理多步骤任务或复杂问题。根据现有传闻，升级后的 Siri 将具备上述所有能力，并像其他公司的聊天机器人一样运作。苹果最初并未计划推出类似 ChatGPT / Claude、供用户直接互动的完整聊天机器人，但随着这种应用越来越流行，为了保持竞争力，苹果最终决定为 Siri 引入类似功能。彭博社记者马克 · 古尔曼曾透露，Siri 聊天机器人将“深度嵌入”到苹果各个产品，它不会成为独立应用，而是会和现在一样直接集成到 iOS、iPadOS 和 macOS 系统里，唤醒方式也将保持不变，支持语音输入和文字输入。不过我们目前还无法得知新版 Siri 到底长什么样，假如苹果要让 Siri 追平 OpenAI、Anthropic 同类产品的话，那 Siri 的外观和交互方式必须要大幅调整。毕竟现在用户已经习惯打开某个应用，然后看到带对话历史记录的完整文本界面，但如果 Siri 不会变成独立 App 的话，那苹果如何提供这些功能仍是未知数。升级后的 Siri 预计将具备主流 AI 聊天机器人功能，可以做以下事情：搜索互联网信息生成图片生成文本内容总结信息分析上传的文件使用个人数据完成任务读取并理解邮件、信息、文件等内容分析当前屏幕内容并采取行动控制设备功能和系统设置取代聚焦搜索（IT之家注：Spotlight），检索本地内容深度集成至邮件、信息、Apple TV、Xcode、照片等第一方应用从 iOS 26.4 开始，苹果将推出基于大语言模型的 Siri，该版本的语音助手从 iOS 18 时代立项，但由于 Siri 底层架构必须重构才能支持大语言模型，所以进度有所推迟。据悉，iOS 26.4 系统的 Siri 具备个人上下文理解功能，能够理解并追踪用户邮件、信息、文件、照片等，还能够实现连续对话、识别屏幕内容并执行操作，但它仍然不是完整的聊天机器人。","news_type":1,"symbols_score_info":{"MACW.SI":0.6,"AAPL":1.96}},"isVote":1,"tweetType":1,"viewCount":2516,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544408964429930","authorId":"3544408964429930","name":"Ethan_3856","avatar":"https://static.tigerbbs.com/cfafd6e35a7cad14a9839dcf58aaae73","crmLevel":1,"crmLevelSwitch":0,"idStr":"3544408964429930","authorIdStr":"3544408964429930"},"content":"你至少需要有个平台使用ai吧，除了苹果还有哪些设备体验会更好？","text":"你至少需要有个平台使用ai吧，除了苹果还有哪些设备体验会更好？","html":"你至少需要有个平台使用ai吧，除了苹果还有哪些设备体验会更好？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524401897214024,"gmtCreate":1768997085814,"gmtModify":1768997088626,"author":{"id":"3537417120281286","authorId":"3537417120281286","name":"好东西要一直拿着","avatar":"https://static.tigerbbs.com/ed03e24159cdfb1a1cc9e0eb75d70106","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537417120281286","authorIdStr":"3537417120281286"},"themes":[],"title":"","htmlText":"买早了，京东方果然不行。希望自己的17不是京东方的屏幕","listText":"买早了，京东方果然不行。希望自己的17不是京东方的屏幕","text":"买早了，京东方果然不行。希望自己的17不是京东方的屏幕","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524401897214024","repostId":"2605101810","repostType":2,"repost":{"id":"2605101810","kind":"news","pubTimestamp":1768995901,"share":"https://www.laohu8.com/m/news/2605101810?lang=zh_CN&edition=full","pubTime":"2026-01-21 19:45","market":"us","language":"zh","title":"消息称京东方陷苹果 iPhone OLED 面板生产困境，数百万片订单转交三星显示","url":"https://stock-news.laohu8.com/highlight/detail?id=2605101810","media":"IT之家","summary":"IT之家 1 月 21 日消息，据韩媒 The Elec 报道，苹果供应商京东方 在 iPhone OLED 面板生产上再度遭遇困难，导致“数百万片订单被转交给三星显示”。有业内人士直言，京东方此前在 iPhone 15 和 16 面板供应上表现稳定，如今再度出问题，确实令人费解。目前，京东方正将重心转向确保 iPhone 17e 的面板稳定供货。该机型预计将在今年春季发布，而京东方在 iPhone 17e 项目中仍然是分配份额最大的面板供应商。","content":"<html><body><article><p>IT之家 1 月 21 日消息，据韩媒 The Elec 报道，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>供应商<a href=\"https://laohu8.com/S/00710\">京东方</a>（BOE）在 iPhone OLED 面板生产上再度遭遇困难，导致“数百万片订单被转交给<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>显示（Samsung Display）”。</p><p>外媒援引多位产业链消息人士透露，京东方至今仍未解决去年 11 月和 12 月暴露出的制造问题，“由于某一关键生产制程出现异常，京东方被迫对 iPhone 15、16、17 的面板生产按下暂停键”。</p><p>值得注意的是，这并非京东方首次在满足苹果严苛的面板质量标准方面遇到挑战，但此次情况仍让业内感到意外。原因在于京东方此前已经稳定供应 iPhone 15 和 16 所需的 LTPS OLED 面板，而 iPhone 17 采用的 LTPO 面板虽然技术难度更高，但老型号理论上不应再出现类似问题。有业内人士直言，京东方此前在 iPhone 15 和 16 面板供应上表现稳定，如今再度出问题，确实令人费解。</p><p>目前，京东方正将重心转向确保 iPhone 17e 的面板稳定供货。该机型预计将在今年春季发布，而京东方在 iPhone 17e 项目中仍然是分配份额最大的面板供应商。</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>消息称京东方陷苹果 iPhone OLED 面板生产困境，数百万片订单转交三星显示</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消息称京东方陷苹果 iPhone OLED 面板生产困境，数百万片订单转交三星显示\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-21 19:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121194619a69c34a7&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 1 月 21 日消息，据韩媒 The Elec 报道，苹果供应商京东方（BOE）在 iPhone OLED 面板生产上再度遭遇困难，导致“数百万片订单被转交给三星显示（Samsung Display）”。外媒援引多位产业链消息人士透露，京东方至今仍未解决去年 11 月和 12 月暴露出的制造问题，“由于某一关键生产制程出现异常，京东方被迫对 iPhone 15、16、17 的面板生产按下...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121194619a69c34a7&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4566":"资本集团","BK4505":"高瓴资本持仓","LU1291159041.SGD":"CPR Invest - Global Silver Age A2 Acc SGD-H","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) 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项目中仍然是分配份额最大的面板供应商。","news_type":1,"symbols_score_info":{"MACW.SI":0.6,"000725":1.94,"AAPL":1.91}},"isVote":1,"tweetType":1,"viewCount":1266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521326491554008,"gmtCreate":1768316974117,"gmtModify":1768318255635,"author":{"id":"3537417120281286","authorId":"3537417120281286","name":"好东西要一直拿着","avatar":"https://static.tigerbbs.com/ed03e24159cdfb1a1cc9e0eb75d70106","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537417120281286","authorIdStr":"3537417120281286"},"themes":[],"title":"","htmlText":"Replying to <a href=\"https://laohu8.com/U/3490802453801032\">@石一</a>:你该不会2025都没挣到钱吧？//<a href=\"https://laohu8.com/U/3490802453801032\">@石一</a>:涨个嘚，美股垃圾","listText":"Replying to <a href=\"https://laohu8.com/U/3490802453801032\">@石一</a>:你该不会2025都没挣到钱吧？//<a href=\"https://laohu8.com/U/3490802453801032\">@石一</a>:涨个嘚，美股垃圾","text":"Replying to @石一:你该不会2025都没挣到钱吧？//@石一:涨个嘚，美股垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521326491554008","isVote":1,"tweetType":1,"viewCount":1330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521367864279720,"gmtCreate":1768265516121,"gmtModify":1768265519775,"author":{"id":"3537417120281286","authorId":"3537417120281286","name":"好东西要一直拿着","avatar":"https://static.tigerbbs.com/ed03e24159cdfb1a1cc9e0eb75d70106","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537417120281286","authorIdStr":"3537417120281286"},"themes":[],"title":"","htmlText":"派拉蒙，人家秋雅结婚，你在那里又蹦又跳的","listText":"派拉蒙，人家秋雅结婚，你在那里又蹦又跳的","text":"派拉蒙，人家秋雅结婚，你在那里又蹦又跳的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521367864279720","repostId":"2603293645","repostType":2,"repost":{"id":"2603293645","kind":"news","pubTimestamp":1768246371,"share":"https://www.laohu8.com/m/news/2603293645?lang=zh_CN&edition=full","pubTime":"2026-01-13 03:32","market":"us","language":"zh","title":"收购再生波折 派拉蒙起诉华纳兄弟要求披露其与奈飞交易细节","url":"https://stock-news.laohu8.com/highlight/detail?id=2603293645","media":"央视新闻","summary":"△华纳兄弟探索公司（资料图）当地时间1月12日，派拉蒙影业提起诉讼，要求华纳兄弟探索公司提供更多关于其与奈飞公司达成的827亿美元交易的细节。华纳兄弟上周拒绝了派拉蒙的最新报价，并建议股东投票支持奈飞公司的交易。在致股东的一封信中，派拉蒙还表示，将提议修改华纳兄弟的公司章程，要求任何剥离这家媒体巨头有线电视业务的交易都必须获得股东批准，而有线电视业务是奈飞公司交易的关键部分。","content":"<html><body><article><img src=\"https://inews.gtimg.com/om_bt/OimlYgc6cuk5_-1AkQnLo665A6ZSXmmZ8-PHCaU5Avh1sAA/0\"/><p>△华纳兄弟探索公司（资料图）</p><p>当地时间1月12日，派拉蒙影业（Paramount Skydance）提起诉讼，要求华纳兄弟探索公司（Warner Bros Discovery）提供更多关于其与<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>公司（Netflix）达成的827亿美元交易的细节。该公司还表示，计划提名董事进入华纳兄弟的董事会，这是其为说服投资者相信其1087亿美元全现金收购方案优于奈飞公司的现金加股票交易方案而采取的最激进的举措之一。</p><p>派拉蒙影业和奈飞公司一直在激烈争夺华纳兄弟及其旗下珍贵的电影电视制片厂和庞大的内容库，其中包括“哈利·波特”系列和DC漫画宇宙。华纳兄弟上周拒绝了派拉蒙的最新报价，并建议股东投票支持奈飞公司的交易。在致股东的一封信中，派拉蒙还表示，将提议修改华纳兄弟的公司章程，要求任何剥离这家媒体巨头有线电视业务的交易都必须获得股东批准，而有线电视业务是奈飞公司交易的关键部分。派拉蒙的论点是，其以每股30美元全现金收购整个华纳兄弟的方案优于奈飞公司以每股27.75美元现金加股票收购其制片厂和流媒体<span>资产</span>的方案，并且更容易获得监管机构的批准。（央视记者 刘旭）</p><p><strong>奈飞称收购华纳兄弟部分资产的计划未变&gt;&gt;</strong></p><p>2026中央广播电视总台版权所有。未经许可，请勿转载使用。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>收购再生波折 派拉蒙起诉华纳兄弟要求披露其与奈飞交易细节</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收购再生波折 派拉蒙起诉华纳兄弟要求披露其与奈飞交易细节\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-13 03:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260113053138a712e332&s=b><strong>央视新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>△华纳兄弟探索公司（资料图）当地时间1月12日，派拉蒙影业（Paramount Skydance）提起诉讼，要求华纳兄弟探索公司（Warner Bros Discovery）提供更多关于其与奈飞公司（Netflix）达成的827亿美元交易的细节。该公司还表示，计划提名董事进入华纳兄弟的董事会，这是其为说服投资者相信其1087亿美元全现金收购方案优于奈飞公司的现金加股票交易方案而采取的最激进的举措...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260113053138a712e332&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2362540622.SGD":"WELLINGTON NEXT 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Global Technology Leaders A2 SGD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","PARA":"Paramount Global","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260113053138a712e332&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2603293645","content_text":"△华纳兄弟探索公司（资料图）当地时间1月12日，派拉蒙影业（Paramount Skydance）提起诉讼，要求华纳兄弟探索公司（Warner Bros Discovery）提供更多关于其与奈飞公司（Netflix）达成的827亿美元交易的细节。该公司还表示，计划提名董事进入华纳兄弟的董事会，这是其为说服投资者相信其1087亿美元全现金收购方案优于奈飞公司的现金加股票交易方案而采取的最激进的举措之一。派拉蒙影业和奈飞公司一直在激烈争夺华纳兄弟及其旗下珍贵的电影电视制片厂和庞大的内容库，其中包括“哈利·波特”系列和DC漫画宇宙。华纳兄弟上周拒绝了派拉蒙的最新报价，并建议股东投票支持奈飞公司的交易。在致股东的一封信中，派拉蒙还表示，将提议修改华纳兄弟的公司章程，要求任何剥离这家媒体巨头有线电视业务的交易都必须获得股东批准，而有线电视业务是奈飞公司交易的关键部分。派拉蒙的论点是，其以每股30美元全现金收购整个华纳兄弟的方案优于奈飞公司以每股27.75美元现金加股票收购其制片厂和流媒体资产的方案，并且更容易获得监管机构的批准。（央视记者 刘旭）奈飞称收购华纳兄弟部分资产的计划未变>>2026中央广播电视总台版权所有。未经许可，请勿转载使用。","news_type":1,"symbols_score_info":{"NFLX":0.9,"WBD":1.95,"PARA":1.9}},"isVote":1,"tweetType":1,"viewCount":1139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519938849132832,"gmtCreate":1767921490789,"gmtModify":1767921960487,"author":{"id":"3537417120281286","authorId":"3537417120281286","name":"好东西要一直拿着","avatar":"https://static.tigerbbs.com/ed03e24159cdfb1a1cc9e0eb75d70106","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537417120281286","authorIdStr":"3537417120281286"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$01810(01810)$&nbsp;</a> 垃圾公司一直阴跌","listText":"<a href=\"https://laohu8.com/S/01810\">$01810(01810)$&nbsp;</a> 垃圾公司一直阴跌","text":"$01810(01810)$ 垃圾公司一直阴跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519938849132832","isVote":1,"tweetType":1,"viewCount":1460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519596344181008,"gmtCreate":1767838447130,"gmtModify":1767838449254,"author":{"id":"3537417120281286","authorId":"3537417120281286","name":"好东西要一直拿着","avatar":"https://static.tigerbbs.com/ed03e24159cdfb1a1cc9e0eb75d70106","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537417120281286","authorIdStr":"3537417120281286"},"themes":[],"title":"","htmlText":"然而股价还是一塌糊涂","listText":"然而股价还是一塌糊涂","text":"然而股价还是一塌糊涂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519596344181008","repostId":"2601335994","repostType":2,"repost":{"id":"2601335994","kind":"highlight","pubTimestamp":1767836684,"share":"https://www.laohu8.com/m/news/2601335994?lang=zh_CN&edition=full","pubTime":"2026-01-08 09:44","market":"hk","language":"zh","title":"小米增速断层领先！一图速览2025年国内主要车企销量及增速","url":"https://stock-news.laohu8.com/highlight/detail?id=2601335994","media":"东方财富研究中心","summary":"小米增速断层领先！一图速览2025年国内主要车企销量及增速","content":"<html><body><div>\n<center><img emheight=\"1041\" src=\"https://np-newspic.dfcfw.com/download/D25737677858025310622_w800h1436_o.jpg\" width=\"580\"/></center><p>（文章来源：<span><a href=\"https://laohu8.com/S/300059\">东方财富</a></span><span></span>研究中心）</p> </div></body></html>","source":"eastmoney_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小米增速断层领先！一图速览2025年国内主要车企销量及增速</title>\n<style 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href=\"http://finance.eastmoney.com/news/11158,202601083612434521.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","BK1610":"ETF&股票定投概念","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","BK1575":"同股不同权","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU0169518387.USD":"JPM ASIA EQUITY \"A\" 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A-SGD"},"source_url":"http://finance.eastmoney.com/news/11158,202601083612434521.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2601335994","content_text":"（文章来源：东方财富研究中心）","news_type":1,"symbols_score_info":{"81810":0.6,"MIUmain":0.6,"01810":1.88,"XIACY":1.88,"HXXD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509824844628544,"gmtCreate":1765506967856,"gmtModify":1765507158546,"author":{"id":"3537417120281286","authorId":"3537417120281286","name":"好东西要一直拿着","avatar":"https://static.tigerbbs.com/ed03e24159cdfb1a1cc9e0eb75d70106","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537417120281286","authorIdStr":"3537417120281286"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LRN\">$Stride(LRN)$</a> 拿了好久了，你啥时候反弹下，垃圾","listText":"<a href=\"https://laohu8.com/S/LRN\">$Stride(LRN)$</a> 拿了好久了，你啥时候反弹下，垃圾","text":"$Stride(LRN)$ 拿了好久了，你啥时候反弹下，垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509824844628544","isVote":1,"tweetType":1,"viewCount":1410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507441061217288,"gmtCreate":1764917658684,"gmtModify":1764917661366,"author":{"id":"3537417120281286","authorId":"3537417120281286","name":"好东西要一直拿着","avatar":"https://static.tigerbbs.com/ed03e24159cdfb1a1cc9e0eb75d70106","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537417120281286","authorIdStr":"3537417120281286"},"themes":[],"title":"","htmlText":"开始搞乱七八糟的东西稳股价了","listText":"开始搞乱七八糟的东西稳股价了","text":"开始搞乱七八糟的东西稳股价了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507441061217288","repostId":"2589572218","repostType":2,"isVote":1,"tweetType":1,"viewCount":1639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507612605620408,"gmtCreate":1764904940211,"gmtModify":1764904942338,"author":{"id":"3537417120281286","authorId":"3537417120281286","name":"好东西要一直拿着","avatar":"https://static.tigerbbs.com/ed03e24159cdfb1a1cc9e0eb75d70106","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537417120281286","authorIdStr":"3537417120281286"},"themes":[],"title":"","htmlText":"还活着呢","listText":"还活着呢","text":"还活着呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507612605620408","repostId":"2588007109","repostType":2,"repost":{"id":"2588007109","kind":"live","pubTimestamp":1764816182,"share":"https://www.laohu8.com/m/news/2588007109?lang=zh_CN&edition=full","pubTime":"2025-12-04 10:43","market":"fut","language":"zh","title":"FF称FX Super One首批整套零部件抵达美国将开始组装 此前该车被指抄袭","url":"https://stock-news.laohu8.com/highlight/detail?id=2588007109","media":"格隆汇","summary":"法拉第未来(NASDAQ: FFAI)12月4日宣布，首批FX Super One的整套零部件已抵达美国长滩港，完成清关，并开始运往公司位于加州汉福德的FF aiFactory工厂。该批零部件为FX ","content":"<html><body><p>法拉第未来(NASDAQ: FFAI)12月4日宣布，首批FX Super One的整套零部件已抵达美国长滩港，完成清关，并开始运往公司位于加州汉福德的FF aiFactory工厂。该批零部件为FX Super One首批预量产车生产所需的全套散件，车辆组装完成后将用于美国市场的测试、营销及相关活动。</p></body></html>","source":"live_gelonghui","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>FF称FX Super One首批整套零部件抵达美国将开始组装 此前该车被指抄袭</title>\n<style 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}\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\">\nFF称FX Super One首批整套零部件抵达美国将开始组装 此前该车被指抄袭\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-04 10:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>法拉第未来(NASDAQ: FFAI)12月4日宣布，首批FX Super One的整套零部件已抵达美国长滩港，完成清关，并开始运往公司位于加州汉福德的FF aiFactory工厂。该批零部件为FX Super One首批预量产车生产所需的全套散件，车辆组装完成后将用于美国市场的测试、营销及相关活动。</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FFAI":"Faraday Future Intelligent Electric Inc","BK4099":"汽车制造商"},"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2588007109","content_text":"法拉第未来(NASDAQ: FFAI)12月4日宣布，首批FX Super One的整套零部件已抵达美国长滩港，完成清关，并开始运往公司位于加州汉福德的FF aiFactory工厂。该批零部件为FX Super One首批预量产车生产所需的全套散件，车辆组装完成后将用于美国市场的测试、营销及相关活动。","news_type":1,"symbols_score_info":{"FFAI":1}},"isVote":1,"tweetType":1,"viewCount":1051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502565358416112,"gmtCreate":1763714930685,"gmtModify":1763714933023,"author":{"id":"3537417120281286","authorId":"3537417120281286","name":"好东西要一直拿着","avatar":"https://static.tigerbbs.com/ed03e24159cdfb1a1cc9e0eb75d70106","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537417120281286","authorIdStr":"3537417120281286"},"themes":[],"title":"","htmlText":"美的真脏啊","listText":"美的真脏啊","text":"美的真脏啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502565358416112","repostId":"2585194339","repostType":2,"repost":{"id":"2585194339","kind":"news","pubTimestamp":1763705494,"share":"https://www.laohu8.com/m/news/2585194339?lang=zh_CN&edition=full","pubTime":"2025-11-21 14:11","market":"hk","language":"zh","title":"美的“售后禁令”来了，剑指小米！","url":"https://stock-news.laohu8.com/highlight/detail?id=2585194339","media":"互联网品牌官","summary":"据了解，该政策由美的中国区通过各区域负责人单独传达，覆盖范围明确指向小米、格力等品牌的空调安装及维修服务。上述美的员工表示，在他所在的区域，头部几家合作的售后服务商已经终止了与小米的合作，可见这一政策的执行力度并不小。如果不能尽快解决售后短板，美的此次的“售后禁令”或许只是开始，后续传统巨头可能还会在供应链、渠道等更多环节发起竞争。","content":"<html><body><article><p><strong>作者 | 李大为  来源 |互联网品牌官</strong></p><p>11月21日，美的近期向全国合作的售后服务商下达了一项特殊要求：不得再同时承接<a href=\"https://laohu8.com/S/XIACY\">小米</a>或格力的售后相关业务。</p><p>据了解，该政策由美的中国区通过各区域负责人单独传达，覆盖范围明确指向<a href=\"https://laohu8.com/S/01810\">小米</a>、格力等品牌的空调安装及维修服务。</p><p>对于这一消息，美的公关部门给出的回应是“不清楚此事”，但这一说法并未得到市场层面的认同。</p><p>多位<a href=\"https://laohu8.com/S/81810\">小米</a>经销商向界面新闻证实了禁令的真实性，他们透露，空调售后的核心环节是安装。</p><img src=\"https://inews.gtimg.com/om_bt/OWnOkxk3bFjLt-uCrtvFvEO_dPxzgZH-h9N7ciUxVBiPkAA/0\"/><p>目前小米采用“送装一体”和“先送后装”两种模式，美的的“二选一”要求确实会削弱小米与线下服务商的绑定程度。</p><p>不过经销商们也表示，目前市场上仍有第三方服务商可合作，只要能把控好收费标准，短期内对小米空调的服务质量不会造成太大影响。</p><p>一位美的中国区内部员工的说法，更直接点出了这一政策的核心指向。</p><p>他透露，此次禁令主要针对的是小米，今年小米空调销量的大幅增长，让美的切实感受到了市场威胁，相关通知早在10月份就已下发。</p><p>在他看来，这一举措精准击中了小米的短板——家电售后体系尚未成熟。</p><p>从行业逻辑来看，美的敢于出台这样的政策，核心底气还是源于传统家电巨头在售后体系上的长期积累所形成的垄断性优势。</p><p>和汽车、3C行业不同，美的、格力等传统家电品牌在市场份额上的优势，直接转化为对下游售后服务商的强大话语权。</p><img src=\"https://inews.gtimg.com/om_bt/OebDzKIKYMycCo1vQAKE7CE5CTzV2lFmgjFMOJTagTCoIAA/0\"/><p>上述美的员工表示，在他所在的区域，头部几家合作的售后服务商已经终止了与小米的合作，可见这一政策的执行力度并不小。</p><p>小米的售后短板，在美的的这一举措下被进一步放大。</p><p>公开信息显示，小米武汉智能家电工厂一期已于10月28日竣工投产，峰值年产能可达700万套，按照规划，2026年小米将开启空调产品的大规模量产。</p><p>目前小米空调的售后主要依赖外包模式，借助第三方服务商的本地化网络快速覆盖市场，这种模式在壁挂式、立柜式等常规空调的安装维修上尚可应对，毕竟这类产品的技术门槛不高。</p><p>但卢伟冰在11月18日的财报会上提到，小米将通过中央空调等产品线推动平均销售价格上行，而中央空调作为非标品，对售后的专业性要求完全不同。</p><p>上述美的员工直言，小米此前的售后网点多服务于小家电和黑电，即便同样是电器产品，空调售后尤其是中央空调的售后，对工人的技术要求完全是另一个层面。</p><p>空调柜挂机和中央空调的售后工人几乎属于两个行业，不仅技术不通用，中央空调售后的利润空间也更高，这意味着小米想搭建专业的中央空调售后团队，必须从零开始。</p><p>一个专业售后网点的成熟周期，也给小米的千亿目标蒙上了一层阴影。“从建立到成熟至少需要三个月到半年，工人的磨合期和适应期都不能少。”</p><p>这位美的员工补充道，更现实的问题是，今年房地产市场萎缩加上国补退潮，不少第三方售后网点因为订单下滑已经面临停摆。</p><p>小米想快速整合资源并不容易，“如果明年6月份前搞不定售后问题，后续的扩张计划会很危险。”</p><p>其实小米遇到的售后难题，格力在进军冰洗市场时也曾经历过。</p><img src=\"https://inews.gtimg.com/om_bt/O20vfqlaaxBqKF7975HHxZcDzeF43CpG0h1B9gCdPOW70AA/0\"/><p>当时格力沿用了空调的经销商模式快速铺货，售后同样外包给第三方，但忽略了冰洗产品没有安装环节、利润空间有限的特点，导致经销商缺乏做好售后的动力，最终影响了品牌在冰洗市场的拓展。</p><p>这也恰恰凸显了售后体系对大家电品牌的重要性，而美的在这方面的投入向来不遗余力。</p><p>据了解，一家美的售后网点的人员配置接近50人，其中技术人员占比达一半，其余为售后工人。</p><p>在二线城市城区，这样的网点数量通常能达到7家以上，大的省份更是接近70家，这种高密度、高专业性的售后布局，正是美的敢于对服务商提出“二选一”要求的核心支撑。</p><p>对于消费者来说，大家电的使用周期长，售后体验直接决定了品牌认可度。很多时候，消费者愿意为知名品牌支付溢价，除了产品质量，更看重后续的安装、维修保障。</p><p>小米想要在大家电市场实现“弯道超车”，产能扩张和产品升级只是第一步，如何快速搭建起匹配千亿规模的专业售后团队，或许才是真正的“生死考题”。</p><p>目前来看，小米仍有调整时间，但留给它的窗口期并不算长。如果不能尽快解决售后短板，美的此次的“售后禁令”或许只是开始，后续传统巨头可能还会在供应链、渠道等更多环节发起竞争。</p><p>这场传统巨头与互联网新势力的较量，最终会走向何方，还需要时间给出答案。</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\" 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.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美的“售后禁令”来了，剑指小米！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-21 14:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251121142248a4b0de4d&s=b><strong>互联网品牌官</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | 李大为  来源 |互联网品牌官11月21日，美的近期向全国合作的售后服务商下达了一项特殊要求：不得再同时承接小米或格力的售后相关业务。据了解，该政策由美的中国区通过各区域负责人单独传达，覆盖范围明确指向小米、格力等品牌的空调安装及维修服务。对于这一消息，美的公关部门给出的回应是“不清楚此事”，但这一说法并未得到市场层面的认同。多位小米经销商向界面新闻证实了禁令的真实性，他们透露，空调售后...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251121142248a4b0de4d&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0823426480.USD":"法巴中国股票经典Dis","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","01810":"小米集团-W","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","LU0823426308.USD":"法巴中国股票基金","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY 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EQUITY \"A\" (HKD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","BK1615":"港股-互联网","LU0052750758.USD":"富兰克林中国基金A Acc","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","BK1575":"同股不同权","HK0000165453.HKD":"华夏精选大中华科技基金 A类港币","XIACY":"小米集团ADR","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU0823040885.USD":"东方汇理新兴市场焦点股票基金","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0169518387.USD":"JPM ASIA EQUITY \"A\" ACC","BK1523":"武汉本地概念股","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","HXXD.SI":"Xiaomi HK SDR 2to1","LU0441854154.USD":"JPM ASIA PACIFIC EQUITY \"A\" (USD) ACC","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","BK1506":"5G概念","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0117841782.USD":"JPM GREATER CHINA \"A\" (USD) INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251121142248a4b0de4d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2585194339","content_text":"作者 | 李大为  来源 |互联网品牌官11月21日，美的近期向全国合作的售后服务商下达了一项特殊要求：不得再同时承接小米或格力的售后相关业务。据了解，该政策由美的中国区通过各区域负责人单独传达，覆盖范围明确指向小米、格力等品牌的空调安装及维修服务。对于这一消息，美的公关部门给出的回应是“不清楚此事”，但这一说法并未得到市场层面的认同。多位小米经销商向界面新闻证实了禁令的真实性，他们透露，空调售后的核心环节是安装。目前小米采用“送装一体”和“先送后装”两种模式，美的的“二选一”要求确实会削弱小米与线下服务商的绑定程度。不过经销商们也表示，目前市场上仍有第三方服务商可合作，只要能把控好收费标准，短期内对小米空调的服务质量不会造成太大影响。一位美的中国区内部员工的说法，更直接点出了这一政策的核心指向。他透露，此次禁令主要针对的是小米，今年小米空调销量的大幅增长，让美的切实感受到了市场威胁，相关通知早在10月份就已下发。在他看来，这一举措精准击中了小米的短板——家电售后体系尚未成熟。从行业逻辑来看，美的敢于出台这样的政策，核心底气还是源于传统家电巨头在售后体系上的长期积累所形成的垄断性优势。和汽车、3C行业不同，美的、格力等传统家电品牌在市场份额上的优势，直接转化为对下游售后服务商的强大话语权。上述美的员工表示，在他所在的区域，头部几家合作的售后服务商已经终止了与小米的合作，可见这一政策的执行力度并不小。小米的售后短板，在美的的这一举措下被进一步放大。公开信息显示，小米武汉智能家电工厂一期已于10月28日竣工投产，峰值年产能可达700万套，按照规划，2026年小米将开启空调产品的大规模量产。目前小米空调的售后主要依赖外包模式，借助第三方服务商的本地化网络快速覆盖市场，这种模式在壁挂式、立柜式等常规空调的安装维修上尚可应对，毕竟这类产品的技术门槛不高。但卢伟冰在11月18日的财报会上提到，小米将通过中央空调等产品线推动平均销售价格上行，而中央空调作为非标品，对售后的专业性要求完全不同。上述美的员工直言，小米此前的售后网点多服务于小家电和黑电，即便同样是电器产品，空调售后尤其是中央空调的售后，对工人的技术要求完全是另一个层面。空调柜挂机和中央空调的售后工人几乎属于两个行业，不仅技术不通用，中央空调售后的利润空间也更高，这意味着小米想搭建专业的中央空调售后团队，必须从零开始。一个专业售后网点的成熟周期，也给小米的千亿目标蒙上了一层阴影。“从建立到成熟至少需要三个月到半年，工人的磨合期和适应期都不能少。”这位美的员工补充道，更现实的问题是，今年房地产市场萎缩加上国补退潮，不少第三方售后网点因为订单下滑已经面临停摆。小米想快速整合资源并不容易，“如果明年6月份前搞不定售后问题，后续的扩张计划会很危险。”其实小米遇到的售后难题，格力在进军冰洗市场时也曾经历过。当时格力沿用了空调的经销商模式快速铺货，售后同样外包给第三方，但忽略了冰洗产品没有安装环节、利润空间有限的特点，导致经销商缺乏做好售后的动力，最终影响了品牌在冰洗市场的拓展。这也恰恰凸显了售后体系对大家电品牌的重要性，而美的在这方面的投入向来不遗余力。据了解，一家美的售后网点的人员配置接近50人，其中技术人员占比达一半，其余为售后工人。在二线城市城区，这样的网点数量通常能达到7家以上，大的省份更是接近70家，这种高密度、高专业性的售后布局，正是美的敢于对服务商提出“二选一”要求的核心支撑。对于消费者来说，大家电的使用周期长，售后体验直接决定了品牌认可度。很多时候，消费者愿意为知名品牌支付溢价，除了产品质量，更看重后续的安装、维修保障。小米想要在大家电市场实现“弯道超车”，产能扩张和产品升级只是第一步，如何快速搭建起匹配千亿规模的专业售后团队，或许才是真正的“生死考题”。目前来看，小米仍有调整时间，但留给它的窗口期并不算长。如果不能尽快解决售后短板，美的此次的“售后禁令”或许只是开始，后续传统巨头可能还会在供应链、渠道等更多环节发起竞争。这场传统巨头与互联网新势力的较量，最终会走向何方，还需要时间给出答案。","news_type":1,"symbols_score_info":{"81810":0.6,"XIACY":0.6,"01810":1.5,"MIUmain":0.6,"HXXD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502128877716080,"gmtCreate":1763608373594,"gmtModify":1763608375831,"author":{"id":"3537417120281286","authorId":"3537417120281286","name":"好东西要一直拿着","avatar":"https://static.tigerbbs.com/ed03e24159cdfb1a1cc9e0eb75d70106","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537417120281286","authorIdStr":"3537417120281286"},"themes":[],"title":"","htmlText":"别发了，没用的，股价起不来了","listText":"别发了，没用的，股价起不来了","text":"别发了，没用的，股价起不来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502128877716080","repostId":"2584600906","repostType":2,"repost":{"id":"2584600906","kind":"news","pubTimestamp":1763606529,"share":"https://www.laohu8.com/m/news/2584600906?lang=zh_CN&edition=full","pubTime":"2025-11-20 10:42","market":"hk","language":"zh","title":"雷军亲自到场见证！小米汽车第50万辆下线","url":"https://stock-news.laohu8.com/highlight/detail?id=2584600906","media":"快科技","summary":"快科技11月20日消息，刚刚，小米汽车官宣第50万辆整车正式下产线，小米集团创办人、董事长兼CEO雷军在现场见证了这一历史时刻。得益于SU7和YU7的持续畅销，小米汽车达成第50万台整车下线堪称神速，此时距离开启交付仅仅过去了1年8个月，而传统车企需5-10年才能实现该目标。此外还有消息称，小米汽车明年将挑战100万的销量，彻底成为成长最快的新势力车企。","content":"<html><body><article><p>快科技11月20日消息，刚刚，<strong><a href=\"https://laohu8.com/S/XIACY\">小米</a>汽车官宣第50万辆整车正式下产线，<a href=\"https://laohu8.com/S/01810\">小米</a>集团创办人、董事长兼CEO雷军在现场见证了这一历史时刻</strong>。</p><p>乘联会最新公布的数据显示，<a href=\"https://laohu8.com/S/81810\">小米</a>汽车10月份零售销量达到了48654辆，其中YU7的批发销量更是多达33662辆，杀入乘用车单月销量前十名！</p><p>得益于SU7和YU7的持续畅销，<strong>小米汽车达成第50万台整车下线堪称神速，此时距离开启交付仅仅过去了1年8个月，而传统车企需5-10年才能实现该目标</strong>。</p><p>即便是和新势力相比，同样也处于绝对领先：小米从0到30万辆仅用15个月，比<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>快4个月（580天），比<a href=\"https://laohu8.com/S/LI\">理想</a>快约4倍（1207天），比小鹏快5倍多（1571天）。</p><p>50万辆被视为新势力车企的 \"及格线\"，<strong>一旦达成，则标志着小米已从 “造车新兵”晋升为 “主流玩家”。</strong></p><p>此外还有消息称，小米汽车明年将挑战100万的销量，彻底成为成长最快的新势力车企。</p><img src=\"https://inews.gtimg.com/om_bt/OLOy-CiNu3iQzQYU3BIe3ssNvcMW_VZDUNBOn2eu0bmFcAA/0\"/></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>雷军亲自到场见证！小米汽车第50万辆下线</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251120104421a4ae274a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","BK1618":"Manus概念股","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0359201612.USD":"贝莱德中国基金A2","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0051755006.USD":"摩根大通中国A (dist)","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) 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QV"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251120104421a4ae274a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2584600906","content_text":"快科技11月20日消息，刚刚，小米汽车官宣第50万辆整车正式下产线，小米集团创办人、董事长兼CEO雷军在现场见证了这一历史时刻。乘联会最新公布的数据显示，小米汽车10月份零售销量达到了48654辆，其中YU7的批发销量更是多达33662辆，杀入乘用车单月销量前十名！得益于SU7和YU7的持续畅销，小米汽车达成第50万台整车下线堪称神速，此时距离开启交付仅仅过去了1年8个月，而传统车企需5-10年才能实现该目标。即便是和新势力相比，同样也处于绝对领先：小米从0到30万辆仅用15个月，比特斯拉快4个月（580天），比理想快约4倍（1207天），比小鹏快5倍多（1571天）。50万辆被视为新势力车企的 \"及格线\"，一旦达成，则标志着小米已从 “造车新兵”晋升为 “主流玩家”。此外还有消息称，小米汽车明年将挑战100万的销量，彻底成为成长最快的新势力车企。","news_type":1,"symbols_score_info":{"81810":0.6,"01810":1.5,"HXXD.SI":0.6,"XIACY":0.6,"MIUmain":0.6}},"isVote":1,"tweetType":1,"viewCount":1352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501346887209320,"gmtCreate":1763429450076,"gmtModify":1763429452271,"author":{"id":"3537417120281286","authorId":"3537417120281286","name":"好东西要一直拿着","avatar":"https://static.tigerbbs.com/ed03e24159cdfb1a1cc9e0eb75d70106","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537417120281286","authorIdStr":"3537417120281286"},"themes":[],"title":"","htmlText":"啥时候发布呢","listText":"啥时候发布呢","text":"啥时候发布呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501346887209320","repostId":"1117325495","repostType":2,"repost":{"id":"1117325495","kind":"news","weMediaInfo":{"introduction":"专注财报前瞻、财报解析的大模型Agent","home_visible":1,"media_name":"财报Agent","id":"1017018787","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1762847656,"share":"https://www.laohu8.com/m/news/1117325495?lang=zh_CN&edition=full","pubTime":"2025-11-11 15:54","market":"hk","language":"zh","title":"财报前瞻 | 小米Q3营收预增28%，电动车有望实现盈利，智能手机与IoT面临压力","url":"https://stock-news.laohu8.com/highlight/detail?id=1117325495","media":"财报Agent","summary":"每股收益预计为0.39元，同比增长75%。电动车业务方面，随着交付量的持续增长，小米汽车有望首次盈利。华泰证券预计，第三季度智能手机收入可能小幅下滑约1%。花旗预计小米第三季度的电动车营收将实现盈利，但手机业务毛利率及IoT收入增速未达预期。电动车业务的盈利突破可能成为亮点，推动整体业绩增长，而智能手机业务和物联网业务则面临一定的增长放缓和毛利率压力。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/01810\">小米集团-W</a>将于11月18日（港股盘后）发布其2025年第三季度财报。根据老虎国际APP数据预测，小米第三季度总收入约为1165亿元人民币，同比增长约28%。每股收益预计为0.39元，同比增长75%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40f9c0d1eb8a99a137eaa459cbad7e7a\" title=\"\" tg-width=\"1179\" tg-height=\"587\"/></p><p>具体来看，智能手机业务仍面临一定压力，预计毛利率受到存储芯片价格上涨的影响。尽管如此，手机高端化战略继续推进，整体收入有望得到支撑。物联网与生活方式产品（IoT）的增速预计会有所放缓，主要受到中国补贴退坡的影响，但毛利率依然保持韧性。电动车业务方面，随着交付量的持续增长，小米汽车有望首次盈利。</p><h2 id=\"id_2824935115\">上季度回顾</h2><ul style=\"\"><li><p><strong>营收</strong>：1159.6亿元人民币，同比增长30.5%，创历史新高，超出预期的1149.4亿元人民币。</p></li><li><p><strong>调整后净利润</strong>：108.3亿元人民币，同比增长75.4%，同样创下历史新高，超出预期的102.3亿元人民币。</p></li><li><p><strong>营业利润</strong>：134.4亿元人民币，超出预期的104.3亿元人民币。</p></li><li><p><strong>毛利率</strong>：22.5%，环比微降0.3个百分点。</p></li><li><p><strong>研发支出</strong>：77.6亿元人民币，同比增长41.2%，超出预期的71.8亿元人民币。</p></li></ul><h4 id=\"id_3420669461\">各业务表现：</h4><ul style=\"\"><li><p><strong>智能电动汽车</strong>：收入213亿元人民币，交付81302辆新车，毛利率26.4%。经营亏损收窄至3亿元人民币，远超市场预期。</p></li><li><p><strong>手机业务</strong>：全球出货量同比微增0.6%，达到4240万台，但收入同比下降2.1%，降至455亿元人民币，主要受低价机型拉低整体平均销售单价（ASP）影响。毛利率从12.1%降至11.5%。</p></li><li><p><strong>AIoT业务</strong>：收入同比增长44.7%，达到387亿元人民币，创历史新高。智能大家电（空调、冰箱、洗衣机）表现尤为突出，收入同比增长66.2%，毛利率提升至22.5%。</p></li></ul><h2 id=\"id_3345078273\">本季度看点</h2><p>本季度财报的关键看点主要集中在以下几个方面：</p><ul style=\"\"><li><p><strong>电动车业务的首次盈利</strong>：电动车业务预计首次实现单季盈利，成为本季度财报的最大亮点。随着交付量的逐步攀升，小米电动汽车业务将成为未来增长的重要驱动力。预计交付量约为10.9万辆，收入286亿元，毛利率在26%以上。电动车业务的盈利能力不仅能提升小米整体财务表现，还能增强市场对其未来增长潜力的信心。</p></li><li><p><strong>智能手机业务面临压力</strong>：智能手机毛利率承压，主要由于存储芯片价格上涨。华泰证券预计，第三季度智能手机收入可能小幅下滑约1%。不过，小米在高端市场的持续推进，特别是17系列的高端机型（Pro/Pro Max）占比提升，仍将为整体收入结构提供一定支撑。高端化战略将有助于抵消部分成本压力，尽管短期内毛利率有所下降，长期来看，仍有助于改善盈利能力。</p></li><li><p><strong>物联网（IoT）业务增速放缓</strong>：物联网业务面临一定挑战，主要源于政府补贴退坡以及市场竞争加剧。尽管如此，物联网的毛利率仍保持韧性。建银国际预计，第三季度IoT收入增速可能放缓至5%，但由于小米避免了大规模的价格战，其毛利率仍将维持较高水平。海外市场的持续扩展，尤其是欧洲和印度市场的渗透，或许会成为IoT板块新的增长亮点。</p></li><li><p><strong>全球化进程加速</strong>：随着小米在全球市场的进一步扩张，尤其是在印度和东南亚市场，预计将逐步弥补国内市场的放缓。高盛预计，随着小米在全球零售业务的加强，海外市场的贡献将加速增长，成为驱动公司整体收入增长的重要因素。</p></li></ul><p><strong>机构观点</strong></p><p>各大机构对小米的目标价普遍进行了下调，但仍保持对小米长期增长潜力的乐观预期。以下是一些主要机构的观点：</p><ul style=\"\"><li><p><strong>华泰证券</strong>：该机构维持小米“买入”评级，并预计第三季度收入将同比增长23%，主要受到电动车业务强劲表现的推动。华泰证券预计小米第三季度的电动车出货量为10.9万台，电动车业务有望首次盈利。尽管手机业务毛利率面临压力，华泰证券仍看好小米在高端市场的持续推进，维持目标价65.4港元，较此前下调约5%。</p></li><li><p><strong>花旗银行</strong>：花旗银行对小米的目标价微调，从66港元下调至65港元。花旗预计小米第三季度的电动车营收将实现盈利，但手机业务毛利率及IoT收入增速未达预期。花旗认为，短期内小米的智能手机业务将面临较大压力，但长期来看，小米在AIoT和电动车等新兴业务的增长将支撑其整体业绩。</p></li><li><p><strong>高盛</strong>：高盛对小米的目标价下调幅度较大，从66港元下调至56.5港元。高盛指出，存储芯片价格上涨会对智能手机毛利率带来压力，且电动汽车二期工厂的延期可能影响交付进度。然而，高盛也强调，随着电动车交付量的增加和全球化进程的加速，小米的盈利结构将得到进一步优化，特别是AIoT和互联网服务业务将为整体盈利提供持续支撑。</p></li><li><p><strong>中银国际</strong>：中银国际维持小米“买入”评级，并将目标价小幅下调至74.4港元。该机构认为，尽管短期内受到智能手机毛利率下降的影响，小米的长期增长潜力依然强劲，尤其是在电动汽车和高端手机市场的持续发力下。中银国际认为，小米目前的估值已具吸引力，是一个长期投资机会。</p></li></ul><h2 id=\"id_303898188\">总结</h2><p>小米即将发布的2025年第三季度财报预计将呈现“冰火两重天”的局面。电动汽车业务的盈利突破可能成为亮点，推动整体业绩增长，而智能手机和物联网业务则面临增长放缓和毛利率压力。尽管短期内挑战较大，机构普遍维持“买入”评级，显示出对小米长期增长潜力的信心。</p><p>投资者应关注三大核心业务的表现：电动车盈利能力、智能手机毛利率变化和物联网业务增长。如果这些业务能够按预期发展，尤其是电动车持续盈利，小米股价可能在未来几个月迎来反弹。</p><p>总体来看，虽然短期压力较大，但小米仍具备强劲的长期增长潜力。投资者应在关注短期财报的同时，把握小米在高端手机、电动汽车及全球扩张中的发展机遇。</p><p><em>此内容基于tiger AI数据生成，内容仅供参考。</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>财报前瞻 | 小米Q3营收预增28%，电动车有望实现盈利，智能手机与IoT面临压力</title>\n<style 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}\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财报前瞻 | 小米Q3营收预增28%，电动车有望实现盈利，智能手机与IoT面临压力\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2025-11-11 15:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/01810\">小米集团-W</a>将于11月18日（港股盘后）发布其2025年第三季度财报。根据老虎国际APP数据预测，小米第三季度总收入约为1165亿元人民币，同比增长约28%。每股收益预计为0.39元，同比增长75%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40f9c0d1eb8a99a137eaa459cbad7e7a\" title=\"\" tg-width=\"1179\" tg-height=\"587\"/></p><p>具体来看，智能手机业务仍面临一定压力，预计毛利率受到存储芯片价格上涨的影响。尽管如此，手机高端化战略继续推进，整体收入有望得到支撑。物联网与生活方式产品（IoT）的增速预计会有所放缓，主要受到中国补贴退坡的影响，但毛利率依然保持韧性。电动车业务方面，随着交付量的持续增长，小米汽车有望首次盈利。</p><h2 id=\"id_2824935115\">上季度回顾</h2><ul style=\"\"><li><p><strong>营收</strong>：1159.6亿元人民币，同比增长30.5%，创历史新高，超出预期的1149.4亿元人民币。</p></li><li><p><strong>调整后净利润</strong>：108.3亿元人民币，同比增长75.4%，同样创下历史新高，超出预期的102.3亿元人民币。</p></li><li><p><strong>营业利润</strong>：134.4亿元人民币，超出预期的104.3亿元人民币。</p></li><li><p><strong>毛利率</strong>：22.5%，环比微降0.3个百分点。</p></li><li><p><strong>研发支出</strong>：77.6亿元人民币，同比增长41.2%，超出预期的71.8亿元人民币。</p></li></ul><h4 id=\"id_3420669461\">各业务表现：</h4><ul style=\"\"><li><p><strong>智能电动汽车</strong>：收入213亿元人民币，交付81302辆新车，毛利率26.4%。经营亏损收窄至3亿元人民币，远超市场预期。</p></li><li><p><strong>手机业务</strong>：全球出货量同比微增0.6%，达到4240万台，但收入同比下降2.1%，降至455亿元人民币，主要受低价机型拉低整体平均销售单价（ASP）影响。毛利率从12.1%降至11.5%。</p></li><li><p><strong>AIoT业务</strong>：收入同比增长44.7%，达到387亿元人民币，创历史新高。智能大家电（空调、冰箱、洗衣机）表现尤为突出，收入同比增长66.2%，毛利率提升至22.5%。</p></li></ul><h2 id=\"id_3345078273\">本季度看点</h2><p>本季度财报的关键看点主要集中在以下几个方面：</p><ul style=\"\"><li><p><strong>电动车业务的首次盈利</strong>：电动车业务预计首次实现单季盈利，成为本季度财报的最大亮点。随着交付量的逐步攀升，小米电动汽车业务将成为未来增长的重要驱动力。预计交付量约为10.9万辆，收入286亿元，毛利率在26%以上。电动车业务的盈利能力不仅能提升小米整体财务表现，还能增强市场对其未来增长潜力的信心。</p></li><li><p><strong>智能手机业务面临压力</strong>：智能手机毛利率承压，主要由于存储芯片价格上涨。华泰证券预计，第三季度智能手机收入可能小幅下滑约1%。不过，小米在高端市场的持续推进，特别是17系列的高端机型（Pro/Pro Max）占比提升，仍将为整体收入结构提供一定支撑。高端化战略将有助于抵消部分成本压力，尽管短期内毛利率有所下降，长期来看，仍有助于改善盈利能力。</p></li><li><p><strong>物联网（IoT）业务增速放缓</strong>：物联网业务面临一定挑战，主要源于政府补贴退坡以及市场竞争加剧。尽管如此，物联网的毛利率仍保持韧性。建银国际预计，第三季度IoT收入增速可能放缓至5%，但由于小米避免了大规模的价格战，其毛利率仍将维持较高水平。海外市场的持续扩展，尤其是欧洲和印度市场的渗透，或许会成为IoT板块新的增长亮点。</p></li><li><p><strong>全球化进程加速</strong>：随着小米在全球市场的进一步扩张，尤其是在印度和东南亚市场，预计将逐步弥补国内市场的放缓。高盛预计，随着小米在全球零售业务的加强，海外市场的贡献将加速增长，成为驱动公司整体收入增长的重要因素。</p></li></ul><p><strong>机构观点</strong></p><p>各大机构对小米的目标价普遍进行了下调，但仍保持对小米长期增长潜力的乐观预期。以下是一些主要机构的观点：</p><ul style=\"\"><li><p><strong>华泰证券</strong>：该机构维持小米“买入”评级，并预计第三季度收入将同比增长23%，主要受到电动车业务强劲表现的推动。华泰证券预计小米第三季度的电动车出货量为10.9万台，电动车业务有望首次盈利。尽管手机业务毛利率面临压力，华泰证券仍看好小米在高端市场的持续推进，维持目标价65.4港元，较此前下调约5%。</p></li><li><p><strong>花旗银行</strong>：花旗银行对小米的目标价微调，从66港元下调至65港元。花旗预计小米第三季度的电动车营收将实现盈利，但手机业务毛利率及IoT收入增速未达预期。花旗认为，短期内小米的智能手机业务将面临较大压力，但长期来看，小米在AIoT和电动车等新兴业务的增长将支撑其整体业绩。</p></li><li><p><strong>高盛</strong>：高盛对小米的目标价下调幅度较大，从66港元下调至56.5港元。高盛指出，存储芯片价格上涨会对智能手机毛利率带来压力，且电动汽车二期工厂的延期可能影响交付进度。然而，高盛也强调，随着电动车交付量的增加和全球化进程的加速，小米的盈利结构将得到进一步优化，特别是AIoT和互联网服务业务将为整体盈利提供持续支撑。</p></li><li><p><strong>中银国际</strong>：中银国际维持小米“买入”评级，并将目标价小幅下调至74.4港元。该机构认为，尽管短期内受到智能手机毛利率下降的影响，小米的长期增长潜力依然强劲，尤其是在电动汽车和高端手机市场的持续发力下。中银国际认为，小米目前的估值已具吸引力，是一个长期投资机会。</p></li></ul><h2 id=\"id_303898188\">总结</h2><p>小米即将发布的2025年第三季度财报预计将呈现“冰火两重天”的局面。电动汽车业务的盈利突破可能成为亮点，推动整体业绩增长，而智能手机和物联网业务则面临增长放缓和毛利率压力。尽管短期内挑战较大，机构普遍维持“买入”评级，显示出对小米长期增长潜力的信心。</p><p>投资者应关注三大核心业务的表现：电动车盈利能力、智能手机毛利率变化和物联网业务增长。如果这些业务能够按预期发展，尤其是电动车持续盈利，小米股价可能在未来几个月迎来反弹。</p><p>总体来看，虽然短期压力较大，但小米仍具备强劲的长期增长潜力。投资者应在关注短期财报的同时，把握小米在高端手机、电动汽车及全球扩张中的发展机遇。</p><p><em>此内容基于tiger AI数据生成，内容仅供参考。</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117325495","content_text":"小米集团-W将于11月18日（港股盘后）发布其2025年第三季度财报。根据老虎国际APP数据预测，小米第三季度总收入约为1165亿元人民币，同比增长约28%。每股收益预计为0.39元，同比增长75%。具体来看，智能手机业务仍面临一定压力，预计毛利率受到存储芯片价格上涨的影响。尽管如此，手机高端化战略继续推进，整体收入有望得到支撑。物联网与生活方式产品（IoT）的增速预计会有所放缓，主要受到中国补贴退坡的影响，但毛利率依然保持韧性。电动车业务方面，随着交付量的持续增长，小米汽车有望首次盈利。上季度回顾营收：1159.6亿元人民币，同比增长30.5%，创历史新高，超出预期的1149.4亿元人民币。调整后净利润：108.3亿元人民币，同比增长75.4%，同样创下历史新高，超出预期的102.3亿元人民币。营业利润：134.4亿元人民币，超出预期的104.3亿元人民币。毛利率：22.5%，环比微降0.3个百分点。研发支出：77.6亿元人民币，同比增长41.2%，超出预期的71.8亿元人民币。各业务表现：智能电动汽车：收入213亿元人民币，交付81302辆新车，毛利率26.4%。经营亏损收窄至3亿元人民币，远超市场预期。手机业务：全球出货量同比微增0.6%，达到4240万台，但收入同比下降2.1%，降至455亿元人民币，主要受低价机型拉低整体平均销售单价（ASP）影响。毛利率从12.1%降至11.5%。AIoT业务：收入同比增长44.7%，达到387亿元人民币，创历史新高。智能大家电（空调、冰箱、洗衣机）表现尤为突出，收入同比增长66.2%，毛利率提升至22.5%。本季度看点本季度财报的关键看点主要集中在以下几个方面：电动车业务的首次盈利：电动车业务预计首次实现单季盈利，成为本季度财报的最大亮点。随着交付量的逐步攀升，小米电动汽车业务将成为未来增长的重要驱动力。预计交付量约为10.9万辆，收入286亿元，毛利率在26%以上。电动车业务的盈利能力不仅能提升小米整体财务表现，还能增强市场对其未来增长潜力的信心。智能手机业务面临压力：智能手机毛利率承压，主要由于存储芯片价格上涨。华泰证券预计，第三季度智能手机收入可能小幅下滑约1%。不过，小米在高端市场的持续推进，特别是17系列的高端机型（Pro/Pro Max）占比提升，仍将为整体收入结构提供一定支撑。高端化战略将有助于抵消部分成本压力，尽管短期内毛利率有所下降，长期来看，仍有助于改善盈利能力。物联网（IoT）业务增速放缓：物联网业务面临一定挑战，主要源于政府补贴退坡以及市场竞争加剧。尽管如此，物联网的毛利率仍保持韧性。建银国际预计，第三季度IoT收入增速可能放缓至5%，但由于小米避免了大规模的价格战，其毛利率仍将维持较高水平。海外市场的持续扩展，尤其是欧洲和印度市场的渗透，或许会成为IoT板块新的增长亮点。全球化进程加速：随着小米在全球市场的进一步扩张，尤其是在印度和东南亚市场，预计将逐步弥补国内市场的放缓。高盛预计，随着小米在全球零售业务的加强，海外市场的贡献将加速增长，成为驱动公司整体收入增长的重要因素。机构观点各大机构对小米的目标价普遍进行了下调，但仍保持对小米长期增长潜力的乐观预期。以下是一些主要机构的观点：华泰证券：该机构维持小米“买入”评级，并预计第三季度收入将同比增长23%，主要受到电动车业务强劲表现的推动。华泰证券预计小米第三季度的电动车出货量为10.9万台，电动车业务有望首次盈利。尽管手机业务毛利率面临压力，华泰证券仍看好小米在高端市场的持续推进，维持目标价65.4港元，较此前下调约5%。花旗银行：花旗银行对小米的目标价微调，从66港元下调至65港元。花旗预计小米第三季度的电动车营收将实现盈利，但手机业务毛利率及IoT收入增速未达预期。花旗认为，短期内小米的智能手机业务将面临较大压力，但长期来看，小米在AIoT和电动车等新兴业务的增长将支撑其整体业绩。高盛：高盛对小米的目标价下调幅度较大，从66港元下调至56.5港元。高盛指出，存储芯片价格上涨会对智能手机毛利率带来压力，且电动汽车二期工厂的延期可能影响交付进度。然而，高盛也强调，随着电动车交付量的增加和全球化进程的加速，小米的盈利结构将得到进一步优化，特别是AIoT和互联网服务业务将为整体盈利提供持续支撑。中银国际：中银国际维持小米“买入”评级，并将目标价小幅下调至74.4港元。该机构认为，尽管短期内受到智能手机毛利率下降的影响，小米的长期增长潜力依然强劲，尤其是在电动汽车和高端手机市场的持续发力下。中银国际认为，小米目前的估值已具吸引力，是一个长期投资机会。总结小米即将发布的2025年第三季度财报预计将呈现“冰火两重天”的局面。电动汽车业务的盈利突破可能成为亮点，推动整体业绩增长，而智能手机和物联网业务则面临增长放缓和毛利率压力。尽管短期内挑战较大，机构普遍维持“买入”评级，显示出对小米长期增长潜力的信心。投资者应关注三大核心业务的表现：电动车盈利能力、智能手机毛利率变化和物联网业务增长。如果这些业务能够按预期发展，尤其是电动车持续盈利，小米股价可能在未来几个月迎来反弹。总体来看，虽然短期压力较大，但小米仍具备强劲的长期增长潜力。投资者应在关注短期财报的同时，把握小米在高端手机、电动汽车及全球扩张中的发展机遇。此内容基于tiger AI数据生成，内容仅供参考。","news_type":1,"symbols_score_info":{"01810":2}},"isVote":1,"tweetType":1,"viewCount":2156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":476857851912776,"gmtCreate":1757442975923,"gmtModify":1757442976989,"author":{"id":"3537417120281286","authorId":"3537417120281286","name":"好东西要一直拿着","avatar":"https://static.tigerbbs.com/ed03e24159cdfb1a1cc9e0eb75d70106","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537417120281286","authorIdStr":"3537417120281286"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CWD\">$CaliberCos Inc.(CWD)$</a> 48块买的人啥时候能解套，赌徒呦","listText":"<a href=\"https://laohu8.com/S/CWD\">$CaliberCos Inc.(CWD)$</a> 48块买的人啥时候能解套，赌徒呦","text":"$CaliberCos Inc.(CWD)$ 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14:33","market":"us","language":"zh","title":"苹果 Siri 升级路线图曝光：iOS 27 变身完整聊天机器人，但不会独立成应用","url":"https://stock-news.laohu8.com/highlight/detail?id=2606225984","media":"IT之家","summary":"据报道，苹果计划在未来一年内对 Siri 进行两次重大升级：首先在 iOS 26.4 中加入个性化功能，随后在 iOS 27 内将 Siri 彻底转变为完整的聊天机器人。不出意外的话，我们最快将在今年 6 月 WWDC 开发者大会结束后看到 Siri 聊天机器人登场。根据现有传闻，升级后的 Siri 将具备上述所有能力，并像其他公司的聊天机器人一样运作。","content":"<html><body><article><p>IT之家 1 月 25 日消息，科技媒体 MacRumors 前天发布博文，对<a href=\"https://laohu8.com/S/AAPL\">苹果</a> Siri 语音助手今年升级进行前瞻。</p><p>据报道，苹果计划在未来一年内对 Siri 进行两次重大升级：首先在 iOS 26.4 中加入个性化功能，随后在 iOS 27 内将 Siri 彻底转变为完整的聊天机器人。不出意外的话，<strong>我们最快将在今年 6 月 WWDC 开发者大会结束后看到 Siri 聊天机器人登场</strong>。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260125143528148d206eacj0ebduwz\"/><p>同时，苹果将在 iOS 27 中彻底改变 Siri 的工作方式。目前 Siri 只能回答基础问题、完成简单任务，无法进行来回对话，也难以处理多步骤任务或复杂问题。</p><p>根据现有传闻，升级后的 Siri 将具备上述所有能力，<strong>并像其他公司的聊天机器人一样运作</strong>。</p><p>苹果最初并未计划推出类似 ChatGPT / Claude、供用户直接互动的完整聊天机器人，但随着这种应用越来越流行，为了保持竞争力，苹果最终决定为 Siri 引入类似功能。</p><p>彭博社记者马克 · 古尔曼曾透露，Siri 聊天机器人将“深度嵌入”到苹果各个产品，它不会成为独立应用，而是会和现在一样直接集成到 iOS、iPadOS 和 macOS 系统里，<strong>唤醒方式也将保持不变</strong>，支持语音输入和文字输入。</p><p>不过我们目前还无法得知新版 Siri 到底长什么样，假如苹果要让 Siri 追平 OpenAI、Anthropic 同类产品的话，那 Siri 的外观和交互方式必须要大幅调整。毕竟现在用户已经习惯打开某个应用，然后看到带对话历史记录的完整文本界面，但如果 Siri 不会变成独立 App 的话，那苹果如何提供这些功能仍是未知数。</p><p>升级后的 Siri 预计将具备主流 AI 聊天机器人功能，可以做以下事情：</p><p>搜索互联网信息</p><p>生成图片</p><p>生成文本内容</p><p>总结信息</p><p>分析上传的文件</p><p>使用个人数据完成任务</p><p>读取并理解邮件、信息、文件等内容</p><p>分析当前屏幕内容并采取行动</p><p>控制设备功能和系统设置</p><p>取代聚焦搜索（IT之家注：Spotlight），检索本地内容</p><p>深度集成至邮件、信息、Apple TV、Xcode、照片等第一方应用</p><p>从 iOS 26.4 开始，苹果将推出基于大语言模型的 Siri，<strong>该版本的语音助手从 iOS 18 时代立项</strong>，但由于 Siri 底层架构必须重构才能支持大语言模型，所以进度有所推迟。</p><p>据悉，iOS 26.4 系统的 Siri 具备个人上下文理解功能，<strong>能够理解并追踪用户邮件、信息、文件、照片等</strong>，<strong>还能够实现连续对话、识别屏幕内容并执行操作</strong>，但它仍然不是完整的聊天机器人。</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>苹果 Siri 升级路线图曝光：iOS 27 变身完整聊天机器人，但不会独立成应用</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苹果 Siri 升级路线图曝光：iOS 27 变身完整聊天机器人，但不会独立成应用\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-25 14:33 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260125143530a6a9d473&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 1 月 25 日消息，科技媒体 MacRumors 前天发布博文，对苹果 Siri 语音助手今年升级进行前瞻。据报道，苹果计划在未来一年内对 Siri 进行两次重大升级：首先在 iOS 26.4 中加入个性化功能，随后在 iOS 27 内将 Siri 彻底转变为完整的聊天机器人。不出意外的话，我们最快将在今年 6 月 WWDC 开发者大会结束后看到 Siri 聊天机器人登场。同时，苹果将...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260125143530a6a9d473&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0072462426.USD":"贝莱德全球配置 A2","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) 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语音助手今年升级进行前瞻。据报道，苹果计划在未来一年内对 Siri 进行两次重大升级：首先在 iOS 26.4 中加入个性化功能，随后在 iOS 27 内将 Siri 彻底转变为完整的聊天机器人。不出意外的话，我们最快将在今年 6 月 WWDC 开发者大会结束后看到 Siri 聊天机器人登场。同时，苹果将在 iOS 27 中彻底改变 Siri 的工作方式。目前 Siri 只能回答基础问题、完成简单任务，无法进行来回对话，也难以处理多步骤任务或复杂问题。根据现有传闻，升级后的 Siri 将具备上述所有能力，并像其他公司的聊天机器人一样运作。苹果最初并未计划推出类似 ChatGPT / Claude、供用户直接互动的完整聊天机器人，但随着这种应用越来越流行，为了保持竞争力，苹果最终决定为 Siri 引入类似功能。彭博社记者马克 · 古尔曼曾透露，Siri 聊天机器人将“深度嵌入”到苹果各个产品，它不会成为独立应用，而是会和现在一样直接集成到 iOS、iPadOS 和 macOS 系统里，唤醒方式也将保持不变，支持语音输入和文字输入。不过我们目前还无法得知新版 Siri 到底长什么样，假如苹果要让 Siri 追平 OpenAI、Anthropic 同类产品的话，那 Siri 的外观和交互方式必须要大幅调整。毕竟现在用户已经习惯打开某个应用，然后看到带对话历史记录的完整文本界面，但如果 Siri 不会变成独立 App 的话，那苹果如何提供这些功能仍是未知数。升级后的 Siri 预计将具备主流 AI 聊天机器人功能，可以做以下事情：搜索互联网信息生成图片生成文本内容总结信息分析上传的文件使用个人数据完成任务读取并理解邮件、信息、文件等内容分析当前屏幕内容并采取行动控制设备功能和系统设置取代聚焦搜索（IT之家注：Spotlight），检索本地内容深度集成至邮件、信息、Apple TV、Xcode、照片等第一方应用从 iOS 26.4 开始，苹果将推出基于大语言模型的 Siri，该版本的语音助手从 iOS 18 时代立项，但由于 Siri 底层架构必须重构才能支持大语言模型，所以进度有所推迟。据悉，iOS 26.4 系统的 Siri 具备个人上下文理解功能，能够理解并追踪用户邮件、信息、文件、照片等，还能够实现连续对话、识别屏幕内容并执行操作，但它仍然不是完整的聊天机器人。","news_type":1,"symbols_score_info":{"MACW.SI":0.6,"AAPL":1.96}},"isVote":1,"tweetType":1,"viewCount":2516,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544408964429930","authorId":"3544408964429930","name":"Ethan_3856","avatar":"https://static.tigerbbs.com/cfafd6e35a7cad14a9839dcf58aaae73","crmLevel":1,"crmLevelSwitch":0,"idStr":"3544408964429930","authorIdStr":"3544408964429930"},"content":"你至少需要有个平台使用ai吧，除了苹果还有哪些设备体验会更好？","text":"你至少需要有个平台使用ai吧，除了苹果还有哪些设备体验会更好？","html":"你至少需要有个平台使用ai吧，除了苹果还有哪些设备体验会更好？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484025716314552,"gmtCreate":1759199222095,"gmtModify":1759199223932,"author":{"id":"3537417120281286","authorId":"3537417120281286","name":"好东西要一直拿着","avatar":"https://static.tigerbbs.com/ed03e24159cdfb1a1cc9e0eb75d70106","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537417120281286","authorIdStr":"3537417120281286"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 今天不会还要跌吧？","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 今天不会还要跌吧？","text":"$小米集团-W(01810)$ 今天不会还要跌吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/484025716314552","isVote":1,"tweetType":1,"viewCount":1447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546518092650376,"gmtCreate":1774451991449,"gmtModify":1774451993784,"author":{"id":"3537417120281286","authorId":"3537417120281286","name":"好东西要一直拿着","avatar":"https://static.tigerbbs.com/ed03e24159cdfb1a1cc9e0eb75d70106","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537417120281286","authorIdStr":"3537417120281286"},"themes":[],"title":"","htmlText":"结果谷歌也在跌，所以到底利好了谁🙄","listText":"结果谷歌也在跌，所以到底利好了谁🙄","text":"结果谷歌也在跌，所以到底利好了谁🙄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/546518092650376","repostId":"1127263408","repostType":2,"repost":{"id":"1127263408","kind":"news","pubTimestamp":1774448869,"share":"https://www.laohu8.com/m/news/1127263408?lang=zh_CN&edition=full","pubTime":"2026-03-25 22:27","market":"us","language":"zh","title":"谷歌发布KV缓存压缩技术，存储需求预期遭冲击，美股存储板块集体下挫","url":"https://stock-news.laohu8.com/highlight/detail?id=1127263408","media":"华尔街见闻","summary":"Google Research近日推出全新的KV缓存压缩方法TurboQuant。据称，该技术可在不损失准确性的前提下，将大语言模型的缓存内存占用至少减少6倍，并实现最高8倍的加速，旨在解决AI推理与向量搜索中的内存瓶颈问题。受此消息影响，美股存储板块集体走低。截至收盘，闪迪跌6.5%，美光科技跌超4%，西部数据跌超4%，希捷科技跌超5%。","content":"<html><head></head><body><p>Google Research近日推出全新的KV缓存压缩方法TurboQuant。据称，该技术可在不损失准确性的前提下，将大语言模型的缓存内存占用至少减少6倍，并实现最高8倍的加速，旨在解决AI推理与向量搜索中的内存瓶颈问题。</p><p>受此消息影响，美股存储板块集体走低。截至收盘，闪迪跌6.5%，美光科技跌超4%，西部数据跌超4%，希捷科技跌超5%。</p></body></html>","source":"lsy1762389672944","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\" 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href=\"https://wallstreetcn.com/articles/3768391\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/46029346cc3e64319c2b318fd1af0381","relate_stocks":{"MU":"美光科技","SNDK":"闪迪","STX":"希捷科技","WDC":"西部数据"},"source_url":"https://wallstreetcn.com/articles/3768391","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127263408","content_text":"Google Research近日推出全新的KV缓存压缩方法TurboQuant。据称，该技术可在不损失准确性的前提下，将大语言模型的缓存内存占用至少减少6倍，并实现最高8倍的加速，旨在解决AI推理与向量搜索中的内存瓶颈问题。受此消息影响，美股存储板块集体走低。截至收盘，闪迪跌6.5%，美光科技跌超4%，西部数据跌超4%，希捷科技跌超5%。","news_type":1,"symbols_score_info":{"STX":2,"SNDK":2,"WDC":2,"MU":2}},"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}