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IP属地:重庆
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OtisBen
08-07 19:14
$诺和诺德(NVO)$
今晚涨25%,我的末日期权才有救[笑哭]
OtisBen
08-06
$优步(UBER)$
太假了,回购1个亿,也叫做不超过200亿
OtisBen
08-06
$超微电脑(SMCI)$
今晚能跌25%以上吗?
OtisBen
08-06
超跌太多了30%,今晚至少反弹10%吧
诺和诺德Q2营收略低于预期,Wegovy表现亮眼,股价夜盘涨超2%
OtisBen
08-06
$美国超微公司(AMD)$
掐指一算,今晚跌幅应该在10%-15%之间。
OtisBen
08-05
$上纬新材(688585)$
可悲的是,没法做空这些沙币股票。。。
OtisBen
08-05
**。吹牛不犯法,可悲。
史诗级牛市真要来了?专家称必然突破6124高点
OtisBen
08-05
今晚开盘高开低走,拭目以待。估值严重偏离
感谢AI“惊人”影响,Palantir营收超预期猛增48%,二度上调今年指引
OtisBen
08-05
$万豪酒店(MAR)$
这是哪个傻叉买了一股??!!265的。
OtisBen
08-04
$Palantir Technologies Inc.(PLTR)$
盘后暴跌20%还是暴涨20%就看你表现了
OtisBen
07-28
$恒瑞医药(01276)$
流通股那么少,也没有期权交易,算什么英雄啊
OtisBen
07-28
$信义光能(00968)$
请问是8.1盘后还是盘前发布财报?
OtisBen
07-25
也就是昙花一现罢了
新股首日|维立志博-B大幅高开逾106%,中签一手赚3740港元
OtisBen
07-23
$直觉外科公司(ISRG)$
你的财报呢?
OtisBen
07-18
$奈飞(NFLX)$
何德何能值五千亿的市值。。。
OtisBen
07-14
$NQ100指数主连 2509(NQmain)$
可能再来一次912或者三战大萧条或者世界末日,美股才会真正崩盘。。。Hollyshit
OtisBen
07-14
$云知声(09678)$
看这逼样就是庄股,暴跌99%是必然的
OtisBen
07-03
$BitMine Immersion Technologies Inc.(BMNR)$
有种你不要关闭期权交易!!!
OtisBen
06-27
$Circle Internet Corp.(CRCL)$
没有任何基本面只靠瞎哔哔的公司,注定要回归原点
OtisBen
06-24
美股这样涨,不会遭天谴吗?
去老虎APP查看更多动态
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今晚涨25%,我的末日期权才有救[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/465061338943632","isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4186320050829842","authorId":"4186320050829842","name":"柴房战神","avatar":"https://static.tigerbbs.com/e1b39adb2e2cc51d46292c639c392a5a","crmLevel":2,"crmLevelSwitch":1,"idStr":"4186320050829842","authorIdStr":"4186320050829842"},"content":"需要什么样的利好才能啦25%","text":"需要什么样的利好才能啦25%","html":"需要什么样的利好才能啦25%"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464704091894184,"gmtCreate":1754478558483,"gmtModify":1754478559593,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UBER\">$优步(UBER)$ </a> 太假了,回购1个亿,也叫做不超过200亿","listText":"<a href=\"https://laohu8.com/S/UBER\">$优步(UBER)$ </a> 太假了,回购1个亿,也叫做不超过200亿","text":"$优步(UBER)$ 太假了,回购1个亿,也叫做不超过200亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/464704091894184","isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":9,"crmLevelSwitch":1,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"content":"和隔壁特斯拉教主学到了!这种才是聪明的","text":"和隔壁特斯拉教主学到了!这种才是聪明的","html":"和隔壁特斯拉教主学到了!这种才是聪明的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464633380565224,"gmtCreate":1754461120301,"gmtModify":1754461121514,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a> 今晚能跌25%以上吗?","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a> 今晚能跌25%以上吗?","text":"$超微电脑(SMCI)$ 今晚能跌25%以上吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464633380565224","isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464627998179688,"gmtCreate":1754460052808,"gmtModify":1754460054640,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"htmlText":"超跌太多了30%,今晚至少反弹10%吧","listText":"超跌太多了30%,今晚至少反弹10%吧","text":"超跌太多了30%,今晚至少反弹10%吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464627998179688","repostId":"1146985628","repostType":2,"repost":{"id":"1146985628","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":1754459010,"share":"https://www.laohu8.com/m/news/1146985628?lang=&edition=full","pubTime":"2025-08-06 13:43","market":"us","language":"zh","title":"诺和诺德Q2营收略低于预期,Wegovy表现亮眼,股价夜盘涨超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1146985628","media":"老虎资讯综合","summary":"诺和诺德第二季度销售额768.6亿丹麦克朗,市场预估769.9亿丹麦克朗。净利润265.0亿丹麦克朗,市场预期270.1亿丹麦克朗。息税前利润334.5亿丹麦克朗,市场预期344.5亿丹麦克朗。诺和诺德表示,目前预计全年自由现金流将达到350亿至450亿丹麦克朗。诺和诺德预计,未来几年资本支出占销售额的比例将维持在低双位数区间。诺和诺德仍预计按固定汇率计算,全年营业利润增长10%至16%。财报发布后,诺和诺德夜盘涨超2%。","content":"<html><head></head><body><p>8月6日,<a href=\"https://laohu8.com/S/NVO\">诺和诺德</a>公布2025年第二季度财报:</p><ul style=\"\"><li><p><strong>销售额</strong>为768.6亿丹麦克朗,同比增长13%,略低于市场预期的769.9亿丹麦克朗;</p></li><li><p><strong>净利润</strong>为265亿丹麦克朗,同比增长32%,低于预期的270.1亿丹麦克朗;</p></li><li><p>息税前利润(EBIT)为334.5亿丹麦克朗,亦低于预期的344.5亿丹麦克朗。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c560bcd468d116d176bb173115b82a78\" tg-width=\"732\" tg-height=\"465\"/></p><p>核心产品方面,减重药Wegovy销售额达195.3亿丹麦克朗,<strong>超出</strong>市场预期(192亿);糖尿病药Ozempic销售额为318亿丹麦克朗,<strong>略低于</strong>预期的322.2亿。</p><p>诺和诺德上半年净销售额为1549.44亿丹麦克朗,同比增长16%;净利润为555.37亿丹麦克朗,同比增长22%;稀释每股收益为12.49美元,同比增长23%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/357ae4b633b62dd71534aeb01e16508a\" title=\"\" tg-width=\"754\" tg-height=\"322\"/></p><p>诺和诺德表示,目前预计全年自由现金流将达到350亿至450亿丹麦克朗。诺和诺德预计,未来几年资本支出占销售额的比例将维持在低双位数区间(即10%-15%左右)。诺和诺德仍预计按固定汇率计算,全年销售额增长8%至14%。</p><p>财报发布后,诺和诺德夜盘涨超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd170476cc3735d1d4c7222fe4539458\" title=\"\" tg-width=\"913\" tg-height=\"443\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n诺和诺德Q2营收略低于预期,Wegovy表现亮眼,股价夜盘涨超2%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-08-06 13:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月6日,<a href=\"https://laohu8.com/S/NVO\">诺和诺德</a>公布2025年第二季度财报:</p><ul style=\"\"><li><p><strong>销售额</strong>为768.6亿丹麦克朗,同比增长13%,略低于市场预期的769.9亿丹麦克朗;</p></li><li><p><strong>净利润</strong>为265亿丹麦克朗,同比增长32%,低于预期的270.1亿丹麦克朗;</p></li><li><p>息税前利润(EBIT)为334.5亿丹麦克朗,亦低于预期的344.5亿丹麦克朗。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c560bcd468d116d176bb173115b82a78\" tg-width=\"732\" tg-height=\"465\"/></p><p>核心产品方面,减重药Wegovy销售额达195.3亿丹麦克朗,<strong>超出</strong>市场预期(192亿);糖尿病药Ozempic销售额为318亿丹麦克朗,<strong>略低于</strong>预期的322.2亿。</p><p>诺和诺德上半年净销售额为1549.44亿丹麦克朗,同比增长16%;净利润为555.37亿丹麦克朗,同比增长22%;稀释每股收益为12.49美元,同比增长23%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/357ae4b633b62dd71534aeb01e16508a\" title=\"\" tg-width=\"754\" tg-height=\"322\"/></p><p>诺和诺德表示,目前预计全年自由现金流将达到350亿至450亿丹麦克朗。诺和诺德预计,未来几年资本支出占销售额的比例将维持在低双位数区间(即10%-15%左右)。诺和诺德仍预计按固定汇率计算,全年销售额增长8%至14%。</p><p>财报发布后,诺和诺德夜盘涨超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd170476cc3735d1d4c7222fe4539458\" title=\"\" tg-width=\"913\" tg-height=\"443\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/41acba24cbc8a5959ece6e2d3eed987a","relate_stocks":{"BK4585":"ETF&股票定投概念","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","BK4588":"碎股","BK4599":"减肥药","BK4007":"制药","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","NVO":"诺和诺德"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146985628","content_text":"8月6日,诺和诺德公布2025年第二季度财报:销售额为768.6亿丹麦克朗,同比增长13%,略低于市场预期的769.9亿丹麦克朗;净利润为265亿丹麦克朗,同比增长32%,低于预期的270.1亿丹麦克朗;息税前利润(EBIT)为334.5亿丹麦克朗,亦低于预期的344.5亿丹麦克朗。核心产品方面,减重药Wegovy销售额达195.3亿丹麦克朗,超出市场预期(192亿);糖尿病药Ozempic销售额为318亿丹麦克朗,略低于预期的322.2亿。诺和诺德上半年净销售额为1549.44亿丹麦克朗,同比增长16%;净利润为555.37亿丹麦克朗,同比增长22%;稀释每股收益为12.49美元,同比增长23%。诺和诺德表示,目前预计全年自由现金流将达到350亿至450亿丹麦克朗。诺和诺德预计,未来几年资本支出占销售额的比例将维持在低双位数区间(即10%-15%左右)。诺和诺德仍预计按固定汇率计算,全年销售额增长8%至14%。财报发布后,诺和诺德夜盘涨超2%。","news_type":1,"symbols_score_info":{"NVO":1}},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464588480479568,"gmtCreate":1754449988535,"gmtModify":1754449991146,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 掐指一算,今晚跌幅应该在10%-15%之间。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 掐指一算,今晚跌幅应该在10%-15%之间。","text":"$美国超微公司(AMD)$ 掐指一算,今晚跌幅应该在10%-15%之间。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/464588480479568","isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464294572122272,"gmtCreate":1754378493224,"gmtModify":1754379829047,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/688585\">$上纬新材(688585)$</a> 可悲的是,没法做空这些沙币股票。。。","listText":"<a href=\"https://laohu8.com/S/688585\">$上纬新材(688585)$</a> 可悲的是,没法做空这些沙币股票。。。","text":"$上纬新材(688585)$ 可悲的是,没法做空这些沙币股票。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464294572122272","isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464270170640760,"gmtCreate":1754372026649,"gmtModify":1754372028402,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"htmlText":"**。吹牛不犯法,可悲。","listText":"**。吹牛不犯法,可悲。","text":"**。吹牛不犯法,可悲。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464270170640760","repostId":"2556875443","repostType":4,"repost":{"id":"2556875443","kind":"highlight","weMediaInfo":{"introduction":"你好,我们是凤凰网财经,全球华人都在看的财经公众号,传播最有价值的财经报道,你值得关注!欢迎访问:http://finance.ifeng.com/","home_visible":1,"media_name":"凤凰网财经","id":"1077578553","head_image":"https://community-static.tradeup.com/news/b6fb647077f1ce46dc341fc35c26e817"},"pubTimestamp":1754315134,"share":"https://www.laohu8.com/m/news/2556875443?lang=&edition=full","pubTime":"2025-08-04 21:45","market":"hk","language":"zh","title":"史诗级牛市真要来了?专家称必然突破6124高点","url":"https://stock-news.laohu8.com/highlight/detail?id=2556875443","media":"凤凰网财经","summary":"如何把握机会成为少数受益群体?","content":"<html><head></head><body><p><strong>“即将到来的A股史诗级牛市会掀翻6124高点,并且把这一历史峰值‘踩’在脚下。”信汇泉总经理孙加滢近日在与凤凰网财经对话时,如此预测。</strong></p><p>今年6月底以来,A股表现持续强势,站上3600点的高位。在这一时间点上,投资者对牛市的期待也越来越高。孙加滢表示,现在已经来到史诗级牛市的起点。某种程度上,史诗级牛市的出现是一种必然——根据他的研究,全球进入工业化序列的国家,在进入工业化成熟阶段后,普遍出现股市的连续上涨,并且上涨幅度将“相当大”。</p><p>牛市何时到来?如何把握机会成为少数受益群体?以下为对话实录,在不改变原意的基础上有删减。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a41270d6e3d3d868e03c846e1ff8905\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>01</strong></p><p><strong>“炒股挣的钱很难留住”</strong></p><p><strong>凤凰网财经:</strong>您曾表示现在是史诗级牛市的起点,牛市何时到来?能“牛”到什么程度?</p><p><strong>孙加滢:</strong>目前大概率进入整体向上的周期,时间节点很难具体预测,只能说是一步步看宏观情况。我们偏向于本轮牛市很难超过2007年的牛市,因为那波是从998的低点涨到了6124,相当于六倍上涨。如果(本轮)从2600开始算起,以涨幅六倍计算,指数将升至15000点,这是让人很难想象的。但是这轮牛市的上涨空间和幅度,我们还是偏向会将6124这个高点掀翻,并且把它“踩”在脚下。只有这样才能体现所谓“史诗级牛市”的气魄。</p><p><strong>凤凰网财经:</strong>为什么会出现史诗级牛市?</p><p><strong>孙加滢:</strong>我们在做各个国家股市研究时发现,进入工业化序列的国家,都经历过长期震荡,并且震荡后出现一路向上的走势。比如韩国股市和日本股市,德国、法国、美国这些进入工业化序列的国家也出现类似情况。</p><p>我结合罗斯托工业化进程和达里奥国家生命周期,对此进行解读,能够解释这个现象。基本上在工业化起飞前和起飞阶段,股市都会经历长周期震荡,但是进入工业化成熟阶段,普遍出现一波股市的连续上涨,并且这种上涨可以称之为史诗级,因为在历史上观测到呈现高点不断突破、低点不断抬高,并且抬高的幅度相当大的过程,而且是在短短几年内。</p><p>像韩国股市,就在短短八年内完成了四倍到五倍的上涨。美国在1932年完成工业化成熟,实际上我们看到它的股市上涨,是从1932年一直到现在,将近100年的牛市。当然了,中间的每一次震荡周期时间也比较长,但总体是连续向上的。这是我们当时做完研究后的结论。</p><p>虽然现在看,“史诗级牛市将至”这样的话术,大家可能觉得有一些夸张。但有时候可能是因为我们身处在这一过程中,所以并不能完全看清,“不识庐山真面目,只缘身在此山中”。只有经历过,我们回头看才会发现,原来的确是这样。</p><p><img src=\"https://static.tigerbbs.com/0c4481137aa64542897feba50f30e759\" alt=\"\"/><strong>凤凰网财经:</strong>史诗级牛市能让所有人赚到钱吗?</p><p><strong>孙加滢:</strong>美国股市从81年一直涨到现在,如果大家都能在股市中赚到钱,那美国的个人投资者应该很有钱。通过股票能够赚钱的人数是很少的。</p><p><strong>凤凰网财经:</strong>如果想成为受益的少数群体,现在应该怎么做?</p><p><strong>孙加滢:</strong>市场一般经历四个阶段,坚决不信;怀疑相信、等待回调;市场大涨看不懂市场;然后完全相信真的接盘。往往大家亏钱的原因,是低点低仓位,高点高仓位,浮盈加仓一把亏光。想要在这个市场赚到钱,个人投资者要么早信,要么就干脆不信。还要敢于和大众媒体以及市场作对,跌得多的时候敢加仓,涨得多的时候忌贪婪,在顶部的时候全部减仓。怎么判断是否到顶,就要依靠个人认知了。</p><p><strong>凤凰网财经:</strong>有观点认为股市大涨能够提振消费,您怎么看?</p><p><strong>孙加滢:</strong>这是毋庸置疑的。股市一旦上涨,虚拟进账增加,会给人带来很强烈的财富幻觉。只要当天指数涨了3%,周围各个饭店肯定是爆满,大家晚上一定想要寻开心,花钱一定会大手大脚。但是这给未来留下不好的伏笔,只要自己炒股票,后续还会亏回去,大手大脚的习惯养成了,在亏回去的时候很难戒掉。股票市场不可能带着所有人发家致富,有足够高的认知和足够的人性把握,才能在这里赚到、留住。</p><p><strong>02</strong></p><p><strong>“中国股市不可能跌多狠”</strong></p><p><strong>凤凰网财经:</strong>能否预测一下中国股市走势?</p><p><strong>孙加滢:</strong>中国资金呈现多方面的剩余,金融资本剩余、产业资本剩余、民间自由资本剩余。如此庞大的剩余资金没有出处,必然会找到一个大家熟知估值比较低的场所宣泄。目前来看,中国的股市是唯一比较符合要求的,它承载量足够大。如果这是必然,市场不可能跌多狠,也就不是下跌的时候无限悲观,上涨的时候无限乐观,注定是有底和顶。</p><p><strong>凤凰网财经:</strong>“牛短熊长”还会重演吗?</p><p><strong>孙加滢:</strong>我们觉得还会出现。之所以出现这种情况,是因为资金筹码之间产生的博弈,并不是来自基本面的股市上涨和下跌,而是非常强大的情绪冲击。所谓的大家说的“牛短熊长”,是每一个参与股市投资和基金投资的人造就的。大家的钱全涌过来,一定会把股市打成泡沫,然后再回归。存量资本的几次洗刷之后,我们才有可能迎来牛长熊短的过程。</p><p><strong>凤凰网财经:</strong>上半年外资净增持境内股票和基金101亿美元,扭转了过去两年总体净减持态势。如何看待近期外资投资境内股票总体向好?</p><p><strong>孙加滢:</strong>中国是全世界生活最为安全、便利的国家,也是最大经济体之一,并且还有如此便宜的股市,一定会受到国际资本的追捧,只是时间节奏的问题。</p><p><strong>03</strong></p><p><strong>“巴菲特‘身体很诚实’,实际上就是看空美国”</strong></p><p>凤凰网财经:如何看待美国金融市场近期动态?</p><p><strong>孙加滢:</strong>拘泥于越小的事件,得出的结论越充满偶然性,因此应该从全局角度去观察。对目前的美国而言,降息不降息都是小问题,核心是美国每年12000亿的财政亏空。对任何一个国家而言,巨额财政赤字、高负债都是极其危险的信号。美国财政亏空,本可以通过像罗斯福新政一样对富人进行征税,但是现在却反其道而行之。美国必须要重新有一个像罗斯福一样有魄力、有能力、有担当的领导扭转大局,否则只能再去吞下QE(量化宽松)这颗剧毒药丸。</p><p><strong>凤凰网财经:</strong>您曾经表示巴菲特并不是不看好黄金,而是之前黄金涨价下不去手。面对如今黄金的涨势,<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>如何操作?</p><p><strong>孙加滢:</strong>巴菲特是全球资管圈的一个例外,全球只有一个巴菲特。巴菲特其实很“诚实”,</p><p>他实际上是在唱空美国。他目前在美国的持仓和各种情况,等同于在1968年关掉他自己的私募基金,并且买了大量的日本股市股票,那几个商社从盈利能力和地位看,相当于日本国企。日本大型国企盈利稳定、估值便宜,本身就是在对冲美元贬值的风险。由于他存在的地位和意义比较特殊,他不能说真实看空美国的想法,但是实质他做的行为就是如此。</p><p><strong>凤凰网财经:</strong>美股出现高位回落的可能性如何?</p><p><strong>孙加滢:</strong>很难判断什么时候到顶或什么时间回落,但我们认为这个位置绝对不能下注。2022年以后美国股市上涨过的所有东西都不值得下注。因为他们在用某一种叙事支撑这种高估值。</p><p><strong>04</strong></p><p><strong>“发明者吃螃蟹的叙事是错的,是美国用来解释<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的”</strong></p><p>凤凰网财经:怎么理解您说的“叙事支撑美股高估值”?</p><p><strong>孙加滢:</strong>任何新事物的发明者,最后只能占据这个市场的5%,甚至不到5%的市场空间和利润。不是谁发明谁最后吃螃蟹,而是后续谁的效仿能力强。这种发明者胜出的叙事方式,是美国强加给我们的,是他们用来解释英伟达为什么这么强的一个叙事方式。但我可以明确说,在商业史上,在科技史上,这个叙事方式是错的。</p><p><strong>凤凰网财经:</strong>英伟达成为全球首家市值突破4万亿美元的上市公司。你怎么看待英伟达?</p><p><strong>孙加滢:</strong>从这家公司市值36000亿的时候,我就一直在讲,英伟达很好很不错,但是它真的有那么好吗?它只是一家软件设计类的企业,商业模式上,消费和收入端存在一次性支出的嫌疑。如果我们理解为英伟达将保持永久性的领先,我想是错误的。当这个预期、这个叙事过程进行反杀的话,高估值泡沫会怎么样?2000年的互联网泡沫会出现什么?顶部时期去讲逻辑,是投资里面最可怕的事情,就会变成所谓真信的,真的要接盘。</p><p><strong>凤凰网财经:</strong>特朗普称美国是人工智能竞赛的发起国,并且抛出新的AI发展计划,企图维持美国在关键技术领域对中国的优势。如何看待他们的动作?</p><p><strong>孙加滢:</strong>在AI还没有火起来的时候,几年以前李开复就已经对这个问题看的很清楚了。AI的核心是海量的数据,而不是仅仅依靠算力跟算法。哪里有海量的数据呢?在网络信息层面来说,中国才有这种海量的数据。</p><p><strong>凤凰网财经:</strong>之前您谈到下一轮技术革命时表示,目前看不出有新的技术能够带来生产效率的大幅提升,AI还不算。怎么理解您这个观点?</p><p><strong>孙加滢:</strong>能够掀起新一轮工业革命的东西,一定是能够提高生产效率,而且这种提高不是20%至30%,应该几何级数的提高,就像当年的蒸汽机推动棉纺织一样。所有的工业化生产物品,价格出现系统性的下移,新的工厂能够把价格砍掉40%至50%。那么目前我们去看 AI,还没有案例和数据能够证明AI大幅提升工业化部门生产效率。</p><p>我们只能说可以预期AI未来会实现在工业部门的应用,但目前还不能完全确定。以现在的Deepseek为例,我们承认它为搜索资料带来很多便利,但是它不是一个很好的下结论的工具,可以说现在还是“人云亦云”的阶段。多数人怎么说,它就怎么答复用户,还不能形成独立判断。</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>史诗级牛市真要来了?专家称必然突破6124高点</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史诗级牛市真要来了?专家称必然突破6124高点\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1077578553\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网财经 </p>\n<p class=\"h-time\">2025-08-04 21:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>“即将到来的A股史诗级牛市会掀翻6124高点,并且把这一历史峰值‘踩’在脚下。”信汇泉总经理孙加滢近日在与凤凰网财经对话时,如此预测。</strong></p><p>今年6月底以来,A股表现持续强势,站上3600点的高位。在这一时间点上,投资者对牛市的期待也越来越高。孙加滢表示,现在已经来到史诗级牛市的起点。某种程度上,史诗级牛市的出现是一种必然——根据他的研究,全球进入工业化序列的国家,在进入工业化成熟阶段后,普遍出现股市的连续上涨,并且上涨幅度将“相当大”。</p><p>牛市何时到来?如何把握机会成为少数受益群体?以下为对话实录,在不改变原意的基础上有删减。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a41270d6e3d3d868e03c846e1ff8905\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>01</strong></p><p><strong>“炒股挣的钱很难留住”</strong></p><p><strong>凤凰网财经:</strong>您曾表示现在是史诗级牛市的起点,牛市何时到来?能“牛”到什么程度?</p><p><strong>孙加滢:</strong>目前大概率进入整体向上的周期,时间节点很难具体预测,只能说是一步步看宏观情况。我们偏向于本轮牛市很难超过2007年的牛市,因为那波是从998的低点涨到了6124,相当于六倍上涨。如果(本轮)从2600开始算起,以涨幅六倍计算,指数将升至15000点,这是让人很难想象的。但是这轮牛市的上涨空间和幅度,我们还是偏向会将6124这个高点掀翻,并且把它“踩”在脚下。只有这样才能体现所谓“史诗级牛市”的气魄。</p><p><strong>凤凰网财经:</strong>为什么会出现史诗级牛市?</p><p><strong>孙加滢:</strong>我们在做各个国家股市研究时发现,进入工业化序列的国家,都经历过长期震荡,并且震荡后出现一路向上的走势。比如韩国股市和日本股市,德国、法国、美国这些进入工业化序列的国家也出现类似情况。</p><p>我结合罗斯托工业化进程和达里奥国家生命周期,对此进行解读,能够解释这个现象。基本上在工业化起飞前和起飞阶段,股市都会经历长周期震荡,但是进入工业化成熟阶段,普遍出现一波股市的连续上涨,并且这种上涨可以称之为史诗级,因为在历史上观测到呈现高点不断突破、低点不断抬高,并且抬高的幅度相当大的过程,而且是在短短几年内。</p><p>像韩国股市,就在短短八年内完成了四倍到五倍的上涨。美国在1932年完成工业化成熟,实际上我们看到它的股市上涨,是从1932年一直到现在,将近100年的牛市。当然了,中间的每一次震荡周期时间也比较长,但总体是连续向上的。这是我们当时做完研究后的结论。</p><p>虽然现在看,“史诗级牛市将至”这样的话术,大家可能觉得有一些夸张。但有时候可能是因为我们身处在这一过程中,所以并不能完全看清,“不识庐山真面目,只缘身在此山中”。只有经历过,我们回头看才会发现,原来的确是这样。</p><p><img src=\"https://static.tigerbbs.com/0c4481137aa64542897feba50f30e759\" alt=\"\"/><strong>凤凰网财经:</strong>史诗级牛市能让所有人赚到钱吗?</p><p><strong>孙加滢:</strong>美国股市从81年一直涨到现在,如果大家都能在股市中赚到钱,那美国的个人投资者应该很有钱。通过股票能够赚钱的人数是很少的。</p><p><strong>凤凰网财经:</strong>如果想成为受益的少数群体,现在应该怎么做?</p><p><strong>孙加滢:</strong>市场一般经历四个阶段,坚决不信;怀疑相信、等待回调;市场大涨看不懂市场;然后完全相信真的接盘。往往大家亏钱的原因,是低点低仓位,高点高仓位,浮盈加仓一把亏光。想要在这个市场赚到钱,个人投资者要么早信,要么就干脆不信。还要敢于和大众媒体以及市场作对,跌得多的时候敢加仓,涨得多的时候忌贪婪,在顶部的时候全部减仓。怎么判断是否到顶,就要依靠个人认知了。</p><p><strong>凤凰网财经:</strong>有观点认为股市大涨能够提振消费,您怎么看?</p><p><strong>孙加滢:</strong>这是毋庸置疑的。股市一旦上涨,虚拟进账增加,会给人带来很强烈的财富幻觉。只要当天指数涨了3%,周围各个饭店肯定是爆满,大家晚上一定想要寻开心,花钱一定会大手大脚。但是这给未来留下不好的伏笔,只要自己炒股票,后续还会亏回去,大手大脚的习惯养成了,在亏回去的时候很难戒掉。股票市场不可能带着所有人发家致富,有足够高的认知和足够的人性把握,才能在这里赚到、留住。</p><p><strong>02</strong></p><p><strong>“中国股市不可能跌多狠”</strong></p><p><strong>凤凰网财经:</strong>能否预测一下中国股市走势?</p><p><strong>孙加滢:</strong>中国资金呈现多方面的剩余,金融资本剩余、产业资本剩余、民间自由资本剩余。如此庞大的剩余资金没有出处,必然会找到一个大家熟知估值比较低的场所宣泄。目前来看,中国的股市是唯一比较符合要求的,它承载量足够大。如果这是必然,市场不可能跌多狠,也就不是下跌的时候无限悲观,上涨的时候无限乐观,注定是有底和顶。</p><p><strong>凤凰网财经:</strong>“牛短熊长”还会重演吗?</p><p><strong>孙加滢:</strong>我们觉得还会出现。之所以出现这种情况,是因为资金筹码之间产生的博弈,并不是来自基本面的股市上涨和下跌,而是非常强大的情绪冲击。所谓的大家说的“牛短熊长”,是每一个参与股市投资和基金投资的人造就的。大家的钱全涌过来,一定会把股市打成泡沫,然后再回归。存量资本的几次洗刷之后,我们才有可能迎来牛长熊短的过程。</p><p><strong>凤凰网财经:</strong>上半年外资净增持境内股票和基金101亿美元,扭转了过去两年总体净减持态势。如何看待近期外资投资境内股票总体向好?</p><p><strong>孙加滢:</strong>中国是全世界生活最为安全、便利的国家,也是最大经济体之一,并且还有如此便宜的股市,一定会受到国际资本的追捧,只是时间节奏的问题。</p><p><strong>03</strong></p><p><strong>“巴菲特‘身体很诚实’,实际上就是看空美国”</strong></p><p>凤凰网财经:如何看待美国金融市场近期动态?</p><p><strong>孙加滢:</strong>拘泥于越小的事件,得出的结论越充满偶然性,因此应该从全局角度去观察。对目前的美国而言,降息不降息都是小问题,核心是美国每年12000亿的财政亏空。对任何一个国家而言,巨额财政赤字、高负债都是极其危险的信号。美国财政亏空,本可以通过像罗斯福新政一样对富人进行征税,但是现在却反其道而行之。美国必须要重新有一个像罗斯福一样有魄力、有能力、有担当的领导扭转大局,否则只能再去吞下QE(量化宽松)这颗剧毒药丸。</p><p><strong>凤凰网财经:</strong>您曾经表示巴菲特并不是不看好黄金,而是之前黄金涨价下不去手。面对如今黄金的涨势,<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>如何操作?</p><p><strong>孙加滢:</strong>巴菲特是全球资管圈的一个例外,全球只有一个巴菲特。巴菲特其实很“诚实”,</p><p>他实际上是在唱空美国。他目前在美国的持仓和各种情况,等同于在1968年关掉他自己的私募基金,并且买了大量的日本股市股票,那几个商社从盈利能力和地位看,相当于日本国企。日本大型国企盈利稳定、估值便宜,本身就是在对冲美元贬值的风险。由于他存在的地位和意义比较特殊,他不能说真实看空美国的想法,但是实质他做的行为就是如此。</p><p><strong>凤凰网财经:</strong>美股出现高位回落的可能性如何?</p><p><strong>孙加滢:</strong>很难判断什么时候到顶或什么时间回落,但我们认为这个位置绝对不能下注。2022年以后美国股市上涨过的所有东西都不值得下注。因为他们在用某一种叙事支撑这种高估值。</p><p><strong>04</strong></p><p><strong>“发明者吃螃蟹的叙事是错的,是美国用来解释<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的”</strong></p><p>凤凰网财经:怎么理解您说的“叙事支撑美股高估值”?</p><p><strong>孙加滢:</strong>任何新事物的发明者,最后只能占据这个市场的5%,甚至不到5%的市场空间和利润。不是谁发明谁最后吃螃蟹,而是后续谁的效仿能力强。这种发明者胜出的叙事方式,是美国强加给我们的,是他们用来解释英伟达为什么这么强的一个叙事方式。但我可以明确说,在商业史上,在科技史上,这个叙事方式是错的。</p><p><strong>凤凰网财经:</strong>英伟达成为全球首家市值突破4万亿美元的上市公司。你怎么看待英伟达?</p><p><strong>孙加滢:</strong>从这家公司市值36000亿的时候,我就一直在讲,英伟达很好很不错,但是它真的有那么好吗?它只是一家软件设计类的企业,商业模式上,消费和收入端存在一次性支出的嫌疑。如果我们理解为英伟达将保持永久性的领先,我想是错误的。当这个预期、这个叙事过程进行反杀的话,高估值泡沫会怎么样?2000年的互联网泡沫会出现什么?顶部时期去讲逻辑,是投资里面最可怕的事情,就会变成所谓真信的,真的要接盘。</p><p><strong>凤凰网财经:</strong>特朗普称美国是人工智能竞赛的发起国,并且抛出新的AI发展计划,企图维持美国在关键技术领域对中国的优势。如何看待他们的动作?</p><p><strong>孙加滢:</strong>在AI还没有火起来的时候,几年以前李开复就已经对这个问题看的很清楚了。AI的核心是海量的数据,而不是仅仅依靠算力跟算法。哪里有海量的数据呢?在网络信息层面来说,中国才有这种海量的数据。</p><p><strong>凤凰网财经:</strong>之前您谈到下一轮技术革命时表示,目前看不出有新的技术能够带来生产效率的大幅提升,AI还不算。怎么理解您这个观点?</p><p><strong>孙加滢:</strong>能够掀起新一轮工业革命的东西,一定是能够提高生产效率,而且这种提高不是20%至30%,应该几何级数的提高,就像当年的蒸汽机推动棉纺织一样。所有的工业化生产物品,价格出现系统性的下移,新的工厂能够把价格砍掉40%至50%。那么目前我们去看 AI,还没有案例和数据能够证明AI大幅提升工业化部门生产效率。</p><p>我们只能说可以预期AI未来会实现在工业部门的应用,但目前还不能完全确定。以现在的Deepseek为例,我们承认它为搜索资料带来很多便利,但是它不是一个很好的下结论的工具,可以说现在还是“人云亦云”的阶段。多数人怎么说,它就怎么答复用户,还不能形成独立判断。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb2ed00ac5de2097917e40947bc4a36a","relate_stocks":{"399001":"深证成指","399300":"沪深300","000001.SH":"上证指数"},"source_url":"https://finance.ifeng.com/c/8lYItRIkIUe","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2556875443","content_text":"“即将到来的A股史诗级牛市会掀翻6124高点,并且把这一历史峰值‘踩’在脚下。”信汇泉总经理孙加滢近日在与凤凰网财经对话时,如此预测。今年6月底以来,A股表现持续强势,站上3600点的高位。在这一时间点上,投资者对牛市的期待也越来越高。孙加滢表示,现在已经来到史诗级牛市的起点。某种程度上,史诗级牛市的出现是一种必然——根据他的研究,全球进入工业化序列的国家,在进入工业化成熟阶段后,普遍出现股市的连续上涨,并且上涨幅度将“相当大”。牛市何时到来?如何把握机会成为少数受益群体?以下为对话实录,在不改变原意的基础上有删减。01“炒股挣的钱很难留住”凤凰网财经:您曾表示现在是史诗级牛市的起点,牛市何时到来?能“牛”到什么程度?孙加滢:目前大概率进入整体向上的周期,时间节点很难具体预测,只能说是一步步看宏观情况。我们偏向于本轮牛市很难超过2007年的牛市,因为那波是从998的低点涨到了6124,相当于六倍上涨。如果(本轮)从2600开始算起,以涨幅六倍计算,指数将升至15000点,这是让人很难想象的。但是这轮牛市的上涨空间和幅度,我们还是偏向会将6124这个高点掀翻,并且把它“踩”在脚下。只有这样才能体现所谓“史诗级牛市”的气魄。凤凰网财经:为什么会出现史诗级牛市?孙加滢:我们在做各个国家股市研究时发现,进入工业化序列的国家,都经历过长期震荡,并且震荡后出现一路向上的走势。比如韩国股市和日本股市,德国、法国、美国这些进入工业化序列的国家也出现类似情况。我结合罗斯托工业化进程和达里奥国家生命周期,对此进行解读,能够解释这个现象。基本上在工业化起飞前和起飞阶段,股市都会经历长周期震荡,但是进入工业化成熟阶段,普遍出现一波股市的连续上涨,并且这种上涨可以称之为史诗级,因为在历史上观测到呈现高点不断突破、低点不断抬高,并且抬高的幅度相当大的过程,而且是在短短几年内。像韩国股市,就在短短八年内完成了四倍到五倍的上涨。美国在1932年完成工业化成熟,实际上我们看到它的股市上涨,是从1932年一直到现在,将近100年的牛市。当然了,中间的每一次震荡周期时间也比较长,但总体是连续向上的。这是我们当时做完研究后的结论。虽然现在看,“史诗级牛市将至”这样的话术,大家可能觉得有一些夸张。但有时候可能是因为我们身处在这一过程中,所以并不能完全看清,“不识庐山真面目,只缘身在此山中”。只有经历过,我们回头看才会发现,原来的确是这样。凤凰网财经:史诗级牛市能让所有人赚到钱吗?孙加滢:美国股市从81年一直涨到现在,如果大家都能在股市中赚到钱,那美国的个人投资者应该很有钱。通过股票能够赚钱的人数是很少的。凤凰网财经:如果想成为受益的少数群体,现在应该怎么做?孙加滢:市场一般经历四个阶段,坚决不信;怀疑相信、等待回调;市场大涨看不懂市场;然后完全相信真的接盘。往往大家亏钱的原因,是低点低仓位,高点高仓位,浮盈加仓一把亏光。想要在这个市场赚到钱,个人投资者要么早信,要么就干脆不信。还要敢于和大众媒体以及市场作对,跌得多的时候敢加仓,涨得多的时候忌贪婪,在顶部的时候全部减仓。怎么判断是否到顶,就要依靠个人认知了。凤凰网财经:有观点认为股市大涨能够提振消费,您怎么看?孙加滢:这是毋庸置疑的。股市一旦上涨,虚拟进账增加,会给人带来很强烈的财富幻觉。只要当天指数涨了3%,周围各个饭店肯定是爆满,大家晚上一定想要寻开心,花钱一定会大手大脚。但是这给未来留下不好的伏笔,只要自己炒股票,后续还会亏回去,大手大脚的习惯养成了,在亏回去的时候很难戒掉。股票市场不可能带着所有人发家致富,有足够高的认知和足够的人性把握,才能在这里赚到、留住。02“中国股市不可能跌多狠”凤凰网财经:能否预测一下中国股市走势?孙加滢:中国资金呈现多方面的剩余,金融资本剩余、产业资本剩余、民间自由资本剩余。如此庞大的剩余资金没有出处,必然会找到一个大家熟知估值比较低的场所宣泄。目前来看,中国的股市是唯一比较符合要求的,它承载量足够大。如果这是必然,市场不可能跌多狠,也就不是下跌的时候无限悲观,上涨的时候无限乐观,注定是有底和顶。凤凰网财经:“牛短熊长”还会重演吗?孙加滢:我们觉得还会出现。之所以出现这种情况,是因为资金筹码之间产生的博弈,并不是来自基本面的股市上涨和下跌,而是非常强大的情绪冲击。所谓的大家说的“牛短熊长”,是每一个参与股市投资和基金投资的人造就的。大家的钱全涌过来,一定会把股市打成泡沫,然后再回归。存量资本的几次洗刷之后,我们才有可能迎来牛长熊短的过程。凤凰网财经:上半年外资净增持境内股票和基金101亿美元,扭转了过去两年总体净减持态势。如何看待近期外资投资境内股票总体向好?孙加滢:中国是全世界生活最为安全、便利的国家,也是最大经济体之一,并且还有如此便宜的股市,一定会受到国际资本的追捧,只是时间节奏的问题。03“巴菲特‘身体很诚实’,实际上就是看空美国”凤凰网财经:如何看待美国金融市场近期动态?孙加滢:拘泥于越小的事件,得出的结论越充满偶然性,因此应该从全局角度去观察。对目前的美国而言,降息不降息都是小问题,核心是美国每年12000亿的财政亏空。对任何一个国家而言,巨额财政赤字、高负债都是极其危险的信号。美国财政亏空,本可以通过像罗斯福新政一样对富人进行征税,但是现在却反其道而行之。美国必须要重新有一个像罗斯福一样有魄力、有能力、有担当的领导扭转大局,否则只能再去吞下QE(量化宽松)这颗剧毒药丸。凤凰网财经:您曾经表示巴菲特并不是不看好黄金,而是之前黄金涨价下不去手。面对如今黄金的涨势,伯克希尔如何操作?孙加滢:巴菲特是全球资管圈的一个例外,全球只有一个巴菲特。巴菲特其实很“诚实”,他实际上是在唱空美国。他目前在美国的持仓和各种情况,等同于在1968年关掉他自己的私募基金,并且买了大量的日本股市股票,那几个商社从盈利能力和地位看,相当于日本国企。日本大型国企盈利稳定、估值便宜,本身就是在对冲美元贬值的风险。由于他存在的地位和意义比较特殊,他不能说真实看空美国的想法,但是实质他做的行为就是如此。凤凰网财经:美股出现高位回落的可能性如何?孙加滢:很难判断什么时候到顶或什么时间回落,但我们认为这个位置绝对不能下注。2022年以后美国股市上涨过的所有东西都不值得下注。因为他们在用某一种叙事支撑这种高估值。04“发明者吃螃蟹的叙事是错的,是美国用来解释英伟达的”凤凰网财经:怎么理解您说的“叙事支撑美股高估值”?孙加滢:任何新事物的发明者,最后只能占据这个市场的5%,甚至不到5%的市场空间和利润。不是谁发明谁最后吃螃蟹,而是后续谁的效仿能力强。这种发明者胜出的叙事方式,是美国强加给我们的,是他们用来解释英伟达为什么这么强的一个叙事方式。但我可以明确说,在商业史上,在科技史上,这个叙事方式是错的。凤凰网财经:英伟达成为全球首家市值突破4万亿美元的上市公司。你怎么看待英伟达?孙加滢:从这家公司市值36000亿的时候,我就一直在讲,英伟达很好很不错,但是它真的有那么好吗?它只是一家软件设计类的企业,商业模式上,消费和收入端存在一次性支出的嫌疑。如果我们理解为英伟达将保持永久性的领先,我想是错误的。当这个预期、这个叙事过程进行反杀的话,高估值泡沫会怎么样?2000年的互联网泡沫会出现什么?顶部时期去讲逻辑,是投资里面最可怕的事情,就会变成所谓真信的,真的要接盘。凤凰网财经:特朗普称美国是人工智能竞赛的发起国,并且抛出新的AI发展计划,企图维持美国在关键技术领域对中国的优势。如何看待他们的动作?孙加滢:在AI还没有火起来的时候,几年以前李开复就已经对这个问题看的很清楚了。AI的核心是海量的数据,而不是仅仅依靠算力跟算法。哪里有海量的数据呢?在网络信息层面来说,中国才有这种海量的数据。凤凰网财经:之前您谈到下一轮技术革命时表示,目前看不出有新的技术能够带来生产效率的大幅提升,AI还不算。怎么理解您这个观点?孙加滢:能够掀起新一轮工业革命的东西,一定是能够提高生产效率,而且这种提高不是20%至30%,应该几何级数的提高,就像当年的蒸汽机推动棉纺织一样。所有的工业化生产物品,价格出现系统性的下移,新的工厂能够把价格砍掉40%至50%。那么目前我们去看 AI,还没有案例和数据能够证明AI大幅提升工业化部门生产效率。我们只能说可以预期AI未来会实现在工业部门的应用,但目前还不能完全确定。以现在的Deepseek为例,我们承认它为搜索资料带来很多便利,但是它不是一个很好的下结论的工具,可以说现在还是“人云亦云”的阶段。多数人怎么说,它就怎么答复用户,还不能形成独立判断。","news_type":1,"symbols_score_info":{"399001":1.1,"399300":1.1,"000001.SH":1.1}},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464261473714480,"gmtCreate":1754370466144,"gmtModify":1754370467978,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"htmlText":"今晚开盘高开低走,拭目以待。估值严重偏离","listText":"今晚开盘高开低走,拭目以待。估值严重偏离","text":"今晚开盘高开低走,拭目以待。估值严重偏离","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464261473714480","repostId":"1126922756","repostType":2,"repost":{"id":"1126922756","kind":"news","pubTimestamp":1754348847,"share":"https://www.laohu8.com/m/news/1126922756?lang=&edition=full","pubTime":"2025-08-05 07:07","market":"us","language":"zh","title":"感谢AI“惊人”影响,Palantir营收超预期猛增48%,二度上调今年指引","url":"https://stock-news.laohu8.com/highlight/detail?id=1126922756","media":"华尔街见闻","summary":"Palantir股价盘后涨超4%。该司称AI对其业务产生了“惊人影响”,第二次上调今年全年指引。财报公布后,收涨逾4%的Palantir股价盘后进一步走高,盘后涨超4%。同时,Palantir对今年全年的业绩前景更为乐观。本次Palantir将今年全年的营收指引低端上调2.52亿美元,升幅近6.5%,指引高端上调2.48亿美元,升近6.4%。按这一法则计算,Palantir的营收增长加上利润率达到94%。","content":"<html><head></head><body><blockquote><p>Palantir季度营收史上首次突破10亿美元,二季度EPS增近78%,被公司称为新兴核心的美国商业业务营收增93%,美国政府营收增53%。三季度营收料再创新高、最高增近50%,今年营收指引提高逾6%、营业利润指引提高逾11%、美国商业营收指引提高10.5%、料至少增85%。CEO称Palantir计划成为占主导地位的软件公司,市场开始认识到这一现实。Palantir股价盘后涨超4%。</p></blockquote><p style=\"text-align: justify;\">新近财报显示,人工智能(AI)科技应用让明星股Palantir军工和民用两开花,营收超预期加速猛增。该司称AI对其业务产生了“惊人影响”,第二次上调今年全年指引。</p><p style=\"text-align: justify;\">财报公布后,收涨逾4%的Palantir股价盘后进一步走高,盘后涨超4%。公布财报前,Palantir股价过去一年已累涨超500%,体现出投资者对AI工具的需求及政府和私营部门对这类工具深度布局的期望高涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/330a9d42957621c44e4619d154bf6f94\" tg-width=\"904\" tg-height=\"441\"/></p><p style=\"text-align: justify;\">美东时间8月4日周一美股盘后,Palantir公布截至6月30日的公司今年第二季度财务业绩,并提供第三季度和今年全年的业绩指引。</p><p style=\"text-align: justify;\"><strong>1)主要财务数据:</strong></p><blockquote><p style=\"text-align: justify;\"><strong>营收</strong>:二季度营业收入10.04亿美元,同比增长48%,分析师预期的9.393亿美元,一季度同比增长39%。</p><p style=\"text-align: justify;\"><strong>EPS</strong>:二季度调整后每股收益(EPS)0.16美元,同比增长77.8%,分析师预期为0.14美元,一季度同比增长62.5%。</p><p style=\"text-align: justify;\"><strong>营业利润</strong>:二季度调整后营业利润4.64亿美元,同比增长82.7%,营业利润率46%,一季度调整后营业利润同比增长73%至3.91亿美元、营业利润率44%。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/151c290455ac221ec18455dc10960a68\" tg-width=\"2560\" tg-height=\"1435\"/></p><p style=\"text-align: justify;\"><strong>2)业绩指引:</strong></p><blockquote><p style=\"text-align: justify;\"><strong>营收:</strong>预计三季度营收10.83亿至10.87亿美元,分析师预期9.854亿美元。预计2025年营收为41.42亿至41.5亿美元,此前预期38.9亿至39.02亿美元。</p><p style=\"text-align: justify;\"><strong>营业利润</strong>:预计三季度调整后营业利润4.93至4.97亿美元,预计2025年调整后营业利润19.12亿至19.2亿美元,此前预计17.11至17.23亿美元。</p></blockquote><h2 id=\"id_2788111103\">二季度营收史上首次突破10亿美元 EPS增近78% 美国商业营收增93%</h2><p style=\"text-align: justify;\">财报显示,Palantir二季度营收高于公司的指引区间9.34亿至9.38亿美元,史上首次季度营收突破10亿美元大关,而且和EPS盈利均较一季度加速增长。</p><p style=\"text-align: justify;\">二季度营收较分析师预期营收高近6.9%,增速由一季度的39%提升到48%。二季度EPS盈利较分析师预期高约14.3%,增速更是从一季度的不到63%提高至将近78%。</p><p style=\"text-align: justify;\">二季度调整后营业利润同比增速从一季度的73%提高至将近83%,较一季度环比增长近18.7%。二季度营业利润率进一步提高至46%。</p><p style=\"text-align: justify;\">二季度Palantir来自商业合同的美国市场营收同比增长93%、环比增长20%至3.06亿美元,当季来自美国政府合同的业务营收同比增长53%、环比增长14%至4.26亿美元,也均较一季度加快增长。一季度美国商业营收同比增长71%、环比增长19%,美国政府业务的营收同比增长45%、环比增长9%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ef44b05e3477293394047bcdecb00ed\" tg-width=\"787\" tg-height=\"394\"/></p><h2 id=\"id_4251839809\">三季度营收料再创新高 今年营收指引提高逾6%、利润指引提高逾11%</h2><p style=\"text-align: justify;\">业绩指引显示,Palantir预计三季度营收将再创历史新高,最低10.3亿美元,最高10.87亿美元,相当于预计将同比增长49.2%至49.7%,较二季度更快增长。</p><p style=\"text-align: justify;\">同时,Palantir对今年全年的业绩前景更为乐观。今年内连续第二次公布季报时上调全年的业绩指引。</p><p style=\"text-align: justify;\">本次Palantir将今年全年的营收指引低端上调2.52亿美元,升幅近6.5%,指引高端上调2.48亿美元,升近6.4%。Palantir将今年的营业利润指引低端上调2.01亿美元、高端上调1.97亿美元,分别提高11.7%和11.4%。</p><p style=\"text-align: justify;\">Palantir还提高了今年美国市场的商业营收指引,预计将超过13.02亿美元,并表示,这个指引相当于,营收将较去年至少同比增长85%。</p><p style=\"text-align: justify;\">这意味着,Palantir将美国商业营收指引提高10.5%。因为之前公布一季度财报时,Palantir预计,美国商业营收同比增长至少68%至11.78亿美元。</p><h2 id=\"id_1164135995\">CEO称Palantir计划成为占主导地位软件公司 市场开始认识到这一现实</h2><p style=\"text-align: justify;\">在和二季度财报同时公布的致股东信中,Palantir的CEO Alex Karp提到华尔街对该司的现在减少,而公司不会的成绩止步于此。他写道:</p><blockquote><p style=\"text-align: justify;\">“经过多年的投入,也曾遭受一些人的嘲笑,我们的业务增长速度显著加快。现在怀疑者确实少了,他们已经被削弱,并被某种程度地屈服了。然而,我们认为没有理由在止步于此或妥协。”</p></blockquote><p style=\"text-align: justify;\">Karp表示,AI的突破推动了Palantir的增长,提到大语言模型(LLM)及其所需芯片的开发。他写道:</p><p style=\"text-align: justify;\">“这是一个陡峭而向上的攀登——这一上升反映了语言模型的出现、为其提供动力所需的芯片以及我们的软件基础设施显著融合,这使组织能够将AI的力量与现实世界中的物体和关系联系起来。”</p><p style=\"text-align: justify;\">Karp在信中称美国商业业务为Palantir“新兴的核心”以及未来几年整个行业的“种子”、“或许是全球最具主导地位的行业”,称该业务二季度营收同比增长将近一倍。</p><p style=\"text-align: justify;\">Karp认为,这种增长率对规模只有Paantir千分之一的初创公司来说足以成为热议话题,即使规模到了Palantir这样的公司,这种增长率也是史无前例的。</p><p style=\"text-align: justify;\">他指出,软件行业多年来,有所谓“40法则”的衡量绩效指标——即一家实力雄厚的软件公司应该营收增长率加上利润率的总和超过40%。按这一法则计算,Palantir的营收增长加上利润率达到94%。</p><p style=\"text-align: justify;\">展望未来,Karp表示Palantir计划成为“未来占主导地位的软件公司”,并表示:“市场现在也开始意识到这一现实。”</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n感谢AI“惊人”影响,Palantir营收超预期猛增48%,二度上调今年指引\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-05 07:07 北京时间 <a href=https://wallstreetcn.com/articles/3752626><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir季度营收史上首次突破10亿美元,二季度EPS增近78%,被公司称为新兴核心的美国商业业务营收增93%,美国政府营收增53%。三季度营收料再创新高、最高增近50%,今年营收指引提高逾6%、营业利润指引提高逾11%、美国商业营收指引提高10.5%、料至少增85%。CEO称Palantir计划成为占主导地位的软件公司,市场开始认识到这一现实。Palantir股价盘后涨超4%。新近财报显示...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3752626\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/dc0af02a59494f34c3937bf5981ba427","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://wallstreetcn.com/articles/3752626","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126922756","content_text":"Palantir季度营收史上首次突破10亿美元,二季度EPS增近78%,被公司称为新兴核心的美国商业业务营收增93%,美国政府营收增53%。三季度营收料再创新高、最高增近50%,今年营收指引提高逾6%、营业利润指引提高逾11%、美国商业营收指引提高10.5%、料至少增85%。CEO称Palantir计划成为占主导地位的软件公司,市场开始认识到这一现实。Palantir股价盘后涨超4%。新近财报显示,人工智能(AI)科技应用让明星股Palantir军工和民用两开花,营收超预期加速猛增。该司称AI对其业务产生了“惊人影响”,第二次上调今年全年指引。财报公布后,收涨逾4%的Palantir股价盘后进一步走高,盘后涨超4%。公布财报前,Palantir股价过去一年已累涨超500%,体现出投资者对AI工具的需求及政府和私营部门对这类工具深度布局的期望高涨。美东时间8月4日周一美股盘后,Palantir公布截至6月30日的公司今年第二季度财务业绩,并提供第三季度和今年全年的业绩指引。1)主要财务数据:营收:二季度营业收入10.04亿美元,同比增长48%,分析师预期的9.393亿美元,一季度同比增长39%。EPS:二季度调整后每股收益(EPS)0.16美元,同比增长77.8%,分析师预期为0.14美元,一季度同比增长62.5%。营业利润:二季度调整后营业利润4.64亿美元,同比增长82.7%,营业利润率46%,一季度调整后营业利润同比增长73%至3.91亿美元、营业利润率44%。2)业绩指引:营收:预计三季度营收10.83亿至10.87亿美元,分析师预期9.854亿美元。预计2025年营收为41.42亿至41.5亿美元,此前预期38.9亿至39.02亿美元。营业利润:预计三季度调整后营业利润4.93至4.97亿美元,预计2025年调整后营业利润19.12亿至19.2亿美元,此前预计17.11至17.23亿美元。二季度营收史上首次突破10亿美元 EPS增近78% 美国商业营收增93%财报显示,Palantir二季度营收高于公司的指引区间9.34亿至9.38亿美元,史上首次季度营收突破10亿美元大关,而且和EPS盈利均较一季度加速增长。二季度营收较分析师预期营收高近6.9%,增速由一季度的39%提升到48%。二季度EPS盈利较分析师预期高约14.3%,增速更是从一季度的不到63%提高至将近78%。二季度调整后营业利润同比增速从一季度的73%提高至将近83%,较一季度环比增长近18.7%。二季度营业利润率进一步提高至46%。二季度Palantir来自商业合同的美国市场营收同比增长93%、环比增长20%至3.06亿美元,当季来自美国政府合同的业务营收同比增长53%、环比增长14%至4.26亿美元,也均较一季度加快增长。一季度美国商业营收同比增长71%、环比增长19%,美国政府业务的营收同比增长45%、环比增长9%。三季度营收料再创新高 今年营收指引提高逾6%、利润指引提高逾11%业绩指引显示,Palantir预计三季度营收将再创历史新高,最低10.3亿美元,最高10.87亿美元,相当于预计将同比增长49.2%至49.7%,较二季度更快增长。同时,Palantir对今年全年的业绩前景更为乐观。今年内连续第二次公布季报时上调全年的业绩指引。本次Palantir将今年全年的营收指引低端上调2.52亿美元,升幅近6.5%,指引高端上调2.48亿美元,升近6.4%。Palantir将今年的营业利润指引低端上调2.01亿美元、高端上调1.97亿美元,分别提高11.7%和11.4%。Palantir还提高了今年美国市场的商业营收指引,预计将超过13.02亿美元,并表示,这个指引相当于,营收将较去年至少同比增长85%。这意味着,Palantir将美国商业营收指引提高10.5%。因为之前公布一季度财报时,Palantir预计,美国商业营收同比增长至少68%至11.78亿美元。CEO称Palantir计划成为占主导地位软件公司 市场开始认识到这一现实在和二季度财报同时公布的致股东信中,Palantir的CEO Alex Karp提到华尔街对该司的现在减少,而公司不会的成绩止步于此。他写道:“经过多年的投入,也曾遭受一些人的嘲笑,我们的业务增长速度显著加快。现在怀疑者确实少了,他们已经被削弱,并被某种程度地屈服了。然而,我们认为没有理由在止步于此或妥协。”Karp表示,AI的突破推动了Palantir的增长,提到大语言模型(LLM)及其所需芯片的开发。他写道:“这是一个陡峭而向上的攀登——这一上升反映了语言模型的出现、为其提供动力所需的芯片以及我们的软件基础设施显著融合,这使组织能够将AI的力量与现实世界中的物体和关系联系起来。”Karp在信中称美国商业业务为Palantir“新兴的核心”以及未来几年整个行业的“种子”、“或许是全球最具主导地位的行业”,称该业务二季度营收同比增长将近一倍。Karp认为,这种增长率对规模只有Paantir千分之一的初创公司来说足以成为热议话题,即使规模到了Palantir这样的公司,这种增长率也是史无前例的。他指出,软件行业多年来,有所谓“40法则”的衡量绩效指标——即一家实力雄厚的软件公司应该营收增长率加上利润率的总和超过40%。按这一法则计算,Palantir的营收增长加上利润率达到94%。展望未来,Karp表示Palantir计划成为“未来占主导地位的软件公司”,并表示:“市场现在也开始意识到这一现实。”","news_type":1,"symbols_score_info":{"PLTR":1.1}},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464263301824960,"gmtCreate":1754370360718,"gmtModify":1754371457334,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 盘后暴跌20%还是暴涨20%就看你表现了","text":"$Palantir Technologies Inc.(PLTR)$ 盘后暴跌20%还是暴涨20%就看你表现了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464040759976272","isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461489973457344,"gmtCreate":1753687323817,"gmtModify":1753687325638,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01276\">$恒瑞医药(01276)$</a> 流通股那么少,也没有期权交易,算什么英雄啊","listText":"<a href=\"https://laohu8.com/S/01276\">$恒瑞医药(01276)$</a> 流通股那么少,也没有期权交易,算什么英雄啊","text":"$恒瑞医药(01276)$ 流通股那么少,也没有期权交易,算什么英雄啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/461489973457344","isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544415294423999","authorId":"3544415294423999","name":"Paddy稻","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3544415294423999","authorIdStr":"3544415294423999"},"content":"这是要提前埋伏这只票的核心逻辑 易控易爆 单边力量","text":"这是要提前埋伏这只票的核心逻辑 易控易爆 单边力量","html":"这是要提前埋伏这只票的核心逻辑 易控易爆 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请问是8.1盘后还是盘前发布财报?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461499071226320","isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460417953874152,"gmtCreate":1753407354157,"gmtModify":1753407356567,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"htmlText":"也就是昙花一现罢了","listText":"也就是昙花一现罢了","text":"也就是昙花一现罢了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460417953874152","repostId":"1197788615","repostType":4,"repost":{"id":"1197788615","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":1753406530,"share":"https://www.laohu8.com/m/news/1197788615?lang=&edition=full","pubTime":"2025-07-25 09:22","market":"hk","language":"zh","title":"新股首日|维立志博-B大幅高开逾106%,中签一手赚3740港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1197788615","media":"老虎资讯综合","summary":"7月25日,$维立志博-B(09887)$首挂大幅高开逾106%,中签一手赚3740港元,总市值超136亿港元;此前公开发售阶段维立志博-B获3494.78倍认购,一手中签率0.27%,认购400手稳获一手。","content":"<html><head></head><body><p>7月25日,<a href=\"https://laohu8.com/S/09887\">维立志博-B</a>首挂大幅高开逾106%,中签一手赚3740港元,总市值超136亿港元;此前公开发售阶段维立志博-B获3494.78倍认购,一手中签率0.27%,认购400手稳获一手。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2dcd3ef29a4a485f5faef5c2c7b62b5c\" title=\"\" tg-width=\"538\" tg-height=\"517\"/></p><p style=\"text-align: justify;\">维立志博是一家临床阶段生物科技公司,专注于发现、开发和商业化治疗肿瘤、自身免疫性疾病以及其他严重疾病的新疗法。具体而言,公司是肿瘤免疫疗法的关键参与者,致力于推进突破性癌症疗法,改善患者的疗效。自成立以来,公司致力采用各种药物类型的多种组合治疗策略,并识别靶点及机制以开发新疗法,为不能有效应答现有免疫疗法的癌症患者提供疗效和安全性更佳的治疗方案。</p><p style=\"text-align: justify;\">维立志博肿瘤产品组合提供广泛的癌症治疗选择,在单药疗法及联合疗法方面潜力巨大。如下图所示,公司的肿瘤候选药物每款均经过特别设计,以靶向经验证的癌症生物学及免疫学通路,整体反映了公司对肿瘤治疗的策略及综合性方法。基于公司对癌症生物学及治疗缺口的深入了解,不仅专注于开发涉及免疫检查点(如共刺激激动剂及检查点抑制剂)的免疫疗法,亦扩展至CD3T-cellengager及ADC等其他治疗策略。</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>新股首日|维立志博-B大幅高开逾106%,中签一手赚3740港元</title>\n<style 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href=\"https://laohu8.com/S/09887\">维立志博-B</a>首挂大幅高开逾106%,中签一手赚3740港元,总市值超136亿港元;此前公开发售阶段维立志博-B获3494.78倍认购,一手中签率0.27%,认购400手稳获一手。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2dcd3ef29a4a485f5faef5c2c7b62b5c\" title=\"\" tg-width=\"538\" tg-height=\"517\"/></p><p style=\"text-align: justify;\">维立志博是一家临床阶段生物科技公司,专注于发现、开发和商业化治疗肿瘤、自身免疫性疾病以及其他严重疾病的新疗法。具体而言,公司是肿瘤免疫疗法的关键参与者,致力于推进突破性癌症疗法,改善患者的疗效。自成立以来,公司致力采用各种药物类型的多种组合治疗策略,并识别靶点及机制以开发新疗法,为不能有效应答现有免疫疗法的癌症患者提供疗效和安全性更佳的治疗方案。</p><p style=\"text-align: justify;\">维立志博肿瘤产品组合提供广泛的癌症治疗选择,在单药疗法及联合疗法方面潜力巨大。如下图所示,公司的肿瘤候选药物每款均经过特别设计,以靶向经验证的癌症生物学及免疫学通路,整体反映了公司对肿瘤治疗的策略及综合性方法。基于公司对癌症生物学及治疗缺口的深入了解,不仅专注于开发涉及免疫检查点(如共刺激激动剂及检查点抑制剂)的免疫疗法,亦扩展至CD3T-cellengager及ADC等其他治疗策略。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"09887":"维立志博-B"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197788615","content_text":"7月25日,维立志博-B首挂大幅高开逾106%,中签一手赚3740港元,总市值超136亿港元;此前公开发售阶段维立志博-B获3494.78倍认购,一手中签率0.27%,认购400手稳获一手。维立志博是一家临床阶段生物科技公司,专注于发现、开发和商业化治疗肿瘤、自身免疫性疾病以及其他严重疾病的新疗法。具体而言,公司是肿瘤免疫疗法的关键参与者,致力于推进突破性癌症疗法,改善患者的疗效。自成立以来,公司致力采用各种药物类型的多种组合治疗策略,并识别靶点及机制以开发新疗法,为不能有效应答现有免疫疗法的癌症患者提供疗效和安全性更佳的治疗方案。维立志博肿瘤产品组合提供广泛的癌症治疗选择,在单药疗法及联合疗法方面潜力巨大。如下图所示,公司的肿瘤候选药物每款均经过特别设计,以靶向经验证的癌症生物学及免疫学通路,整体反映了公司对肿瘤治疗的策略及综合性方法。基于公司对癌症生物学及治疗缺口的深入了解,不仅专注于开发涉及免疫检查点(如共刺激激动剂及检查点抑制剂)的免疫疗法,亦扩展至CD3T-cellengager及ADC等其他治疗策略。","news_type":1,"symbols_score_info":{"09887":1}},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459543420330128,"gmtCreate":1753230362988,"gmtModify":1753230364123,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>别人恐慌我贪婪,加仓干就行了。","text":"$阿里巴巴(BABA)$别人恐慌我贪婪,加仓干就行了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/876052461","isVote":1,"tweetType":1,"viewCount":4876,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3452976737730383","authorId":"3452976737730383","name":"卧薪","avatar":"https://static.tigerbbs.com/5bc3211a68ba5ae52069dda95134ec37","crmLevel":7,"crmLevelSwitch":1,"idStr":"3452976737730383","authorIdStr":"3452976737730383"},"content":"用嘴巴👄加的吗?","text":"用嘴巴👄加的吗?","html":"用嘴巴👄加的吗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":943083582,"gmtCreate":1594341256046,"gmtModify":1704205255221,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>创始人已经偷偷减持三次,套现数亿,最近一次是6.30日,我看你还能刚多久?!","listText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>创始人已经偷偷减持三次,套现数亿,最近一次是6.30日,我看你还能刚多久?!","text":"$Zoom(ZM)$创始人已经偷偷减持三次,套现数亿,最近一次是6.30日,我看你还能刚多久?!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":9,"repostSize":1,"link":"https://laohu8.com/post/943083582","isVote":1,"tweetType":1,"viewCount":4417,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544683752596116","authorId":"3544683752596116","name":"Never Sell","avatar":"https://static.tigerbbs.com/b179c6a8bfd092cb5393eaf7f30545e9","crmLevel":7,"crmLevelSwitch":1,"idStr":"3544683752596116","authorIdStr":"3544683752596116"},"content":"套现了之后相当于豪绅的钱如数奉还,散户的钱三七分成,以回报庄家的无私拉升。","text":"套现了之后相当于豪绅的钱如数奉还,散户的钱三七分成,以回报庄家的无私拉升。","html":"套现了之后相当于豪绅的钱如数奉还,散户的钱三七分成,以回报庄家的无私拉升。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":955576616,"gmtCreate":1592489326035,"gmtModify":1704199506140,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>没有人做空吗?年底目标价100。","listText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>没有人做空吗?年底目标价100。","text":"$Zoom(ZM)$没有人做空吗?年底目标价100。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/955576616","isVote":1,"tweetType":1,"viewCount":5754,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494075730071517","authorId":"3494075730071517","name":"对没错文源就是我","avatar":"https://static.tigerbbs.com/10e4211555ad9af84a27feb2651c1b3a","crmLevel":1,"crmLevelSwitch":0,"idStr":"3494075730071517","authorIdStr":"3494075730071517"},"content":"我6.19的put期权快被弄死了 [捂脸]","text":"我6.19的put期权快被弄死了 [捂脸]","html":"我6.19的put期权快被弄死了 [捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":386261881963056,"gmtCreate":1735347098268,"gmtModify":1735347100500,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"htmlText":"跌一点就猛烈抛售?!暴涨的时候为啥你不比比","listText":"跌一点就猛烈抛售?!暴涨的时候为啥你不比比","text":"跌一点就猛烈抛售?!暴涨的时候为啥你不比比","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386261881963056","repostId":"1102404656","repostType":4,"repost":{"id":"1102404656","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":1735343155,"share":"https://www.laohu8.com/m/news/1102404656?lang=&edition=full","pubTime":"2024-12-28 07:45","market":"sh","language":"zh","title":"昨夜今晨|美股突遭猛烈抛售,特斯拉领跌七巨头;量子计算概念延续火爆势头","url":"https://stock-news.laohu8.com/highlight/detail?id=1102404656","media":"老虎资讯综合","summary":"截至收盘,道琼斯指数跌0.77%,报42992.21点;标普500指数跌1.11%,报5970.84点;纳斯达克综合指数跌1.49%,报19722.03点,再度失守2万点大关。微美全息股价飙涨体现,投资者积极押注有望对量子计算发挥重要作用的领域。特朗普要求美国最高法院暂停执行TikTok强制出售令央视记者当地时间12月27日获悉,美国当选总统特朗普向美国最高法院提出请求,要求暂停执行TikTok强制出售令。联合健康集团和Amedisys此前预计将于2024年12月27日完成合并。","content":"<html><head></head><body><p><strong>摘要:</strong></p><ul style=\"\"><li><p>美股收盘:三大指数集体收低,特斯拉重挫近5%领跌七巨头;</p></li><li><p>耶伦:财政部将在1月中旬达到新的债务上限;</p></li><li><p>量子计算概念又嗨了,中概微美全息官宣开发QRAM,股价一日飙涨近80%;</p></li><li><p>美股“量子狂潮”继续,“量子英伟达”RGTI飙涨36%后再涨逾10%;</p></li><li><p>特朗普要求美国最高法院暂停执行TikTok强制出售令;</p></li><li><p>OpenAI计划重组公司结构,采用公益企业模式;</p></li></ul><p><strong>海外市场</strong></p><p><strong>美股收盘:三大指数集体收低,特斯拉重挫近5%领跌七巨头</strong></p><p>周五(12月27日),美股三大指数集体收跌,其中道指终结日线五连涨,标普纳指连跌两日。截至收盘,道琼斯指数跌0.77%,报42992.21点;标普500指数跌1.11%,报5970.84点;纳斯达克综合指数跌1.49%,报19722.03点,再度失守2万点大关。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/161766ea38c3228865ee2737fc62ea67\" title=\"\" tg-width=\"969\" tg-height=\"151\"/></p><p>“七巨头”集体下跌,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌1.32%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌2.09%,<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌1.73%,<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌1.45%,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌1.45%,Meta跌0.59%,特斯拉跌4.95%。</p><p>热门中概股多数走低,纳斯达克中国金龙指数跌1.54%;极氪跌9.60%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌4.75%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌4.48%,<a href=\"https://laohu8.com/S/JD\">京东</a>跌3.18%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌1.87%,<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌1.71%,<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌1.68%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌1.44%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌1.18%,<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌1.17%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨0.67%。</p><p><strong>欧洲主要股指集体收涨,德国DAX30指数涨0.66%</strong></p><p>欧洲主要股指集体收涨,德国DAX30指数涨0.66%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.14%,法国CAC40指数涨1%,欧洲斯托克50指数涨0.85%。</p><p><strong>原油期货走高,美、布两油均涨超1%</strong></p><p>WTI 2月原油期货收涨0.98美元,涨幅将近1.41%,报70.60美元/桶,本周累计上涨超过1.64%。布伦特2月原油期货收涨0.91美元,涨幅1.24%,报74.17美元/桶,本周累涨超1.68%。</p><p><strong>纽约期金跌约0.7%</strong></p><p>COMEX黄金期货跌0.69%,报2635.70美元/盎司;现货黄金下跌0.45%,报2621.80美元/盎司。</p><p><strong>国际宏观</strong></p><p><strong><a href=\"https://laohu8.com/NW/1122552996\" title=\"新投票成员将加入货币政策决策,美联储2025年将更加鹰派?\" target=\"_blank\">新投票成员将加入货币政策决策,美联储2025年将更加鹰派?</a></strong></p><p>随着美联储继续应对抗击通胀的“最后一公里”,并暗示未来将以更缓慢的速度削减利率,2025年联邦公开市场委员会(FOMC)的一批新投票成员将加入货币政策决策,这可能使政策制定更趋鹰派。</p><p><strong><a href=\"https://laohu8.com/NW/2494597543\" title=\"耶伦:财政部将在1月中旬达到新的债务上限\" target=\"_blank\">耶伦:财政部将在1月中旬达到新的债务上限</a></strong></p><p>美国财政部长珍妮特·耶伦表示,财政部可能会在1月中旬的某个时候开始采取特殊会计操作,以免突破美国债务上限,她敦促议员采取行动,捍卫美国的“充分信任和信誉”。</p><p><strong><a href=\"https://laohu8.com/NW/2494881413\" title=\"美国11月份先期商品贸易逆差为1029亿美元,高于市场预估\" target=\"_blank\">美国11月份先期商品贸易逆差为1029亿美元,高于市场预估</a></strong></p><p>美国人口普查局称,11月份先期商品贸易逆差从前一个月的983亿美元扩大至1029亿美元。28位经济学家对美国贸易逆差的预测介于965亿美元至1100亿美元,预估中值 1012亿美元。</p><p><strong><a href=\"https://laohu8.com/NW/2494809168\" title=\"利好不断!投资者重回风险资产,美国股票基金获得大量资金流入\" target=\"_blank\">利好不断!投资者重回风险资产,美国股票基金获得大量资金流入</a></strong></p><p>LSEG的数据显示,截至12月25日的一周,全球股票基金见证了显著的资金流入,这一趋势逆转了前一周的大规模净卖出情况。美国发布的温和通胀报告以及政府避免停摆的消息均提振了投资者信心,促使他们重新拥抱风险资产。</p><p><strong>公司新闻</strong></p><p><strong><a href=\"https://laohu8.com/NW/2494548323\" title=\"量子计算概念又嗨了,中概微美全息官宣开发QRAM,股价一日飙涨近80%\" target=\"_blank\">量子计算概念又嗨了,中概微美全息官宣开发QRAM,股价一日飙涨近80%</a></strong></p><p>微美全息称,开发了一种基于量子技术的随机存取存储器架构(QRAM),旨在提高量子系统中的数据处理效率。微美全息股价飙涨体现,投资者积极押注有望对量子计算发挥重要作用的领域。</p><p><strong><a href=\"https://laohu8.com/NW/1136447223\" title=\"美股“量子狂潮”继续,“量子英伟达”RGTI飙涨36%后再涨逾10%!\" target=\"_blank\">美股“量子狂潮”继续,“量子英伟达”RGTI飙涨36%后再涨逾10%!</a></strong></p><p>量子计算界的英伟达<a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing</a>周四飙涨36%后周五收涨10.62%,年内累计上涨近1600%,分析师表示,这一令人振奋的涨幅凸显出市场对量子计算成为跨行业变革力量的信心,专家预计未来在高效解决复杂问题和计算能力上的潜力将进一步扩展。</p><p><strong><a href=\"https://laohu8.com/NW/2494789359\" title=\"特朗普要求美国最高法院暂停执行TikTok强制出售令\" target=\"_blank\">特朗普要求美国最高法院暂停执行TikTok强制出售令</a></strong></p><p>央视记者当地时间12月27日获悉,美国当选总统特朗普向美国最高法院提出请求,要求暂停执行TikTok强制出售令。特朗普表示,希望法院在他于明年1月20日正式就职后,给予他时间通过政治手段解决此争议。</p><p><strong><a href=\"https://laohu8.com/NW/1113311899\" title=\"OpenAI计划重组公司结构,采用公益企业模式\" target=\"_blank\">OpenAI计划重组公司结构,采用公益企业模式</a></strong></p><p>OpenAI当地时间12月26日发文称,董事会正评估公司结构,以便最好地实现“确保通用人工智能造福全人类的使命”。声明称,OpenAI计划将现有的营利性业务转变为特拉华州公益企业(PBC),这要求公司在决策过程中平衡股东、利益相关者和公共层面的利益。</p><p><strong><a href=\"https://laohu8.com/NW/2494880740\" title=\"不放弃33亿美元收购!联合健康和阿米斯延长合并完成期限\" target=\"_blank\">不放弃33亿美元收购!联合健康和阿米斯延长合并完成期限</a></strong></p><p>一份监管文件显示,<a href=\"https://laohu8.com/S/UNH\">联合健康</a>和<a href=\"https://laohu8.com/S/AMED\">阿米斯</a>已同意将33亿美元合并协议的完成期限延长至明年。联合健康集团和Amedisys此前预计将于2024年12月27日完成合并。</p><p><strong><a href=\"https://laohu8.com/NW/2494407351\" title=\"巴菲特旗下伯克希尔·哈撒韦增持VeriSign,持股总数超527万\" target=\"_blank\">巴菲特旗下伯克希尔·哈撒韦增持VeriSign,持股总数超527万</a></strong></p><p>根据伯克希尔·哈撒韦向美国证券交易委员会(SEC)提交的文件显示,其保险子公司Geico及其他业务的养老金计划在12月20日至本周二期间,共计购买了143,424股VeriSign股票,总金额达2850万美元,平均每股价格为199.05美元。</p><p><strong><a href=\"https://laohu8.com/NW/2494855313\" title=\"全球旅游业踏入繁荣期,创十年来最大涨幅的航空股明年继续疯涨?\" target=\"_blank\">全球旅游业踏入繁荣期,创十年来最大涨幅的航空股明年继续疯涨?</a></strong></p><p>美国旅游行业在2024年创纪录的销售额增长势头,推动美股航空股全年股价表现飙升,<a href=\"https://laohu8.com/S/AAL\">美国航空</a>股基准指数大幅上涨60%,表现远远优于标普500指数,持续强劲的盈利扩张前景也预示着2025年股票市场前景仍然乐观。</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>昨夜今晨|美股突遭猛烈抛售,特斯拉领跌七巨头;量子计算概念延续火爆势头</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昨夜今晨|美股突遭猛烈抛售,特斯拉领跌七巨头;量子计算概念延续火爆势头\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\">2024-12-28 07:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>摘要:</strong></p><ul style=\"\"><li><p>美股收盘:三大指数集体收低,特斯拉重挫近5%领跌七巨头;</p></li><li><p>耶伦:财政部将在1月中旬达到新的债务上限;</p></li><li><p>量子计算概念又嗨了,中概微美全息官宣开发QRAM,股价一日飙涨近80%;</p></li><li><p>美股“量子狂潮”继续,“量子英伟达”RGTI飙涨36%后再涨逾10%;</p></li><li><p>特朗普要求美国最高法院暂停执行TikTok强制出售令;</p></li><li><p>OpenAI计划重组公司结构,采用公益企业模式;</p></li></ul><p><strong>海外市场</strong></p><p><strong>美股收盘:三大指数集体收低,特斯拉重挫近5%领跌七巨头</strong></p><p>周五(12月27日),美股三大指数集体收跌,其中道指终结日线五连涨,标普纳指连跌两日。截至收盘,道琼斯指数跌0.77%,报42992.21点;标普500指数跌1.11%,报5970.84点;纳斯达克综合指数跌1.49%,报19722.03点,再度失守2万点大关。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/161766ea38c3228865ee2737fc62ea67\" title=\"\" tg-width=\"969\" tg-height=\"151\"/></p><p>“七巨头”集体下跌,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌1.32%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌2.09%,<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌1.73%,<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌1.45%,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌1.45%,Meta跌0.59%,特斯拉跌4.95%。</p><p>热门中概股多数走低,纳斯达克中国金龙指数跌1.54%;极氪跌9.60%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌4.75%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌4.48%,<a href=\"https://laohu8.com/S/JD\">京东</a>跌3.18%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌1.87%,<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌1.71%,<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌1.68%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌1.44%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌1.18%,<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌1.17%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨0.67%。</p><p><strong>欧洲主要股指集体收涨,德国DAX30指数涨0.66%</strong></p><p>欧洲主要股指集体收涨,德国DAX30指数涨0.66%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.14%,法国CAC40指数涨1%,欧洲斯托克50指数涨0.85%。</p><p><strong>原油期货走高,美、布两油均涨超1%</strong></p><p>WTI 2月原油期货收涨0.98美元,涨幅将近1.41%,报70.60美元/桶,本周累计上涨超过1.64%。布伦特2月原油期货收涨0.91美元,涨幅1.24%,报74.17美元/桶,本周累涨超1.68%。</p><p><strong>纽约期金跌约0.7%</strong></p><p>COMEX黄金期货跌0.69%,报2635.70美元/盎司;现货黄金下跌0.45%,报2621.80美元/盎司。</p><p><strong>国际宏观</strong></p><p><strong><a href=\"https://laohu8.com/NW/1122552996\" title=\"新投票成员将加入货币政策决策,美联储2025年将更加鹰派?\" target=\"_blank\">新投票成员将加入货币政策决策,美联储2025年将更加鹰派?</a></strong></p><p>随着美联储继续应对抗击通胀的“最后一公里”,并暗示未来将以更缓慢的速度削减利率,2025年联邦公开市场委员会(FOMC)的一批新投票成员将加入货币政策决策,这可能使政策制定更趋鹰派。</p><p><strong><a href=\"https://laohu8.com/NW/2494597543\" title=\"耶伦:财政部将在1月中旬达到新的债务上限\" target=\"_blank\">耶伦:财政部将在1月中旬达到新的债务上限</a></strong></p><p>美国财政部长珍妮特·耶伦表示,财政部可能会在1月中旬的某个时候开始采取特殊会计操作,以免突破美国债务上限,她敦促议员采取行动,捍卫美国的“充分信任和信誉”。</p><p><strong><a href=\"https://laohu8.com/NW/2494881413\" title=\"美国11月份先期商品贸易逆差为1029亿美元,高于市场预估\" target=\"_blank\">美国11月份先期商品贸易逆差为1029亿美元,高于市场预估</a></strong></p><p>美国人口普查局称,11月份先期商品贸易逆差从前一个月的983亿美元扩大至1029亿美元。28位经济学家对美国贸易逆差的预测介于965亿美元至1100亿美元,预估中值 1012亿美元。</p><p><strong><a href=\"https://laohu8.com/NW/2494809168\" title=\"利好不断!投资者重回风险资产,美国股票基金获得大量资金流入\" target=\"_blank\">利好不断!投资者重回风险资产,美国股票基金获得大量资金流入</a></strong></p><p>LSEG的数据显示,截至12月25日的一周,全球股票基金见证了显著的资金流入,这一趋势逆转了前一周的大规模净卖出情况。美国发布的温和通胀报告以及政府避免停摆的消息均提振了投资者信心,促使他们重新拥抱风险资产。</p><p><strong>公司新闻</strong></p><p><strong><a href=\"https://laohu8.com/NW/2494548323\" title=\"量子计算概念又嗨了,中概微美全息官宣开发QRAM,股价一日飙涨近80%\" target=\"_blank\">量子计算概念又嗨了,中概微美全息官宣开发QRAM,股价一日飙涨近80%</a></strong></p><p>微美全息称,开发了一种基于量子技术的随机存取存储器架构(QRAM),旨在提高量子系统中的数据处理效率。微美全息股价飙涨体现,投资者积极押注有望对量子计算发挥重要作用的领域。</p><p><strong><a href=\"https://laohu8.com/NW/1136447223\" title=\"美股“量子狂潮”继续,“量子英伟达”RGTI飙涨36%后再涨逾10%!\" target=\"_blank\">美股“量子狂潮”继续,“量子英伟达”RGTI飙涨36%后再涨逾10%!</a></strong></p><p>量子计算界的英伟达<a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing</a>周四飙涨36%后周五收涨10.62%,年内累计上涨近1600%,分析师表示,这一令人振奋的涨幅凸显出市场对量子计算成为跨行业变革力量的信心,专家预计未来在高效解决复杂问题和计算能力上的潜力将进一步扩展。</p><p><strong><a href=\"https://laohu8.com/NW/2494789359\" title=\"特朗普要求美国最高法院暂停执行TikTok强制出售令\" target=\"_blank\">特朗普要求美国最高法院暂停执行TikTok强制出售令</a></strong></p><p>央视记者当地时间12月27日获悉,美国当选总统特朗普向美国最高法院提出请求,要求暂停执行TikTok强制出售令。特朗普表示,希望法院在他于明年1月20日正式就职后,给予他时间通过政治手段解决此争议。</p><p><strong><a href=\"https://laohu8.com/NW/1113311899\" title=\"OpenAI计划重组公司结构,采用公益企业模式\" target=\"_blank\">OpenAI计划重组公司结构,采用公益企业模式</a></strong></p><p>OpenAI当地时间12月26日发文称,董事会正评估公司结构,以便最好地实现“确保通用人工智能造福全人类的使命”。声明称,OpenAI计划将现有的营利性业务转变为特拉华州公益企业(PBC),这要求公司在决策过程中平衡股东、利益相关者和公共层面的利益。</p><p><strong><a href=\"https://laohu8.com/NW/2494880740\" title=\"不放弃33亿美元收购!联合健康和阿米斯延长合并完成期限\" target=\"_blank\">不放弃33亿美元收购!联合健康和阿米斯延长合并完成期限</a></strong></p><p>一份监管文件显示,<a href=\"https://laohu8.com/S/UNH\">联合健康</a>和<a href=\"https://laohu8.com/S/AMED\">阿米斯</a>已同意将33亿美元合并协议的完成期限延长至明年。联合健康集团和Amedisys此前预计将于2024年12月27日完成合并。</p><p><strong><a href=\"https://laohu8.com/NW/2494407351\" title=\"巴菲特旗下伯克希尔·哈撒韦增持VeriSign,持股总数超527万\" target=\"_blank\">巴菲特旗下伯克希尔·哈撒韦增持VeriSign,持股总数超527万</a></strong></p><p>根据伯克希尔·哈撒韦向美国证券交易委员会(SEC)提交的文件显示,其保险子公司Geico及其他业务的养老金计划在12月20日至本周二期间,共计购买了143,424股VeriSign股票,总金额达2850万美元,平均每股价格为199.05美元。</p><p><strong><a href=\"https://laohu8.com/NW/2494855313\" title=\"全球旅游业踏入繁荣期,创十年来最大涨幅的航空股明年继续疯涨?\" target=\"_blank\">全球旅游业踏入繁荣期,创十年来最大涨幅的航空股明年继续疯涨?</a></strong></p><p>美国旅游行业在2024年创纪录的销售额增长势头,推动美股航空股全年股价表现飙升,<a href=\"https://laohu8.com/S/AAL\">美国航空</a>股基准指数大幅上涨60%,表现远远优于标普500指数,持续强劲的盈利扩张前景也预示着2025年股票市场前景仍然乐观。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102404656","content_text":"摘要:美股收盘:三大指数集体收低,特斯拉重挫近5%领跌七巨头;耶伦:财政部将在1月中旬达到新的债务上限;量子计算概念又嗨了,中概微美全息官宣开发QRAM,股价一日飙涨近80%;美股“量子狂潮”继续,“量子英伟达”RGTI飙涨36%后再涨逾10%;特朗普要求美国最高法院暂停执行TikTok强制出售令;OpenAI计划重组公司结构,采用公益企业模式;海外市场美股收盘:三大指数集体收低,特斯拉重挫近5%领跌七巨头周五(12月27日),美股三大指数集体收跌,其中道指终结日线五连涨,标普纳指连跌两日。截至收盘,道琼斯指数跌0.77%,报42992.21点;标普500指数跌1.11%,报5970.84点;纳斯达克综合指数跌1.49%,报19722.03点,再度失守2万点大关。“七巨头”集体下跌,苹果跌1.32%,英伟达跌2.09%,微软跌1.73%,谷歌A跌1.45%,亚马逊跌1.45%,Meta跌0.59%,特斯拉跌4.95%。热门中概股多数走低,纳斯达克中国金龙指数跌1.54%;极氪跌9.60%,小鹏汽车跌4.75%,蔚来跌4.48%,京东跌3.18%,百度跌1.87%,好未来跌1.71%,腾讯音乐跌1.68%,拼多多跌1.44%,阿里巴巴跌1.18%,新东方跌1.17%,理想汽车涨0.67%。欧洲主要股指集体收涨,德国DAX30指数涨0.66%欧洲主要股指集体收涨,德国DAX30指数涨0.66%,英国富时100指数涨0.14%,法国CAC40指数涨1%,欧洲斯托克50指数涨0.85%。原油期货走高,美、布两油均涨超1%WTI 2月原油期货收涨0.98美元,涨幅将近1.41%,报70.60美元/桶,本周累计上涨超过1.64%。布伦特2月原油期货收涨0.91美元,涨幅1.24%,报74.17美元/桶,本周累涨超1.68%。纽约期金跌约0.7%COMEX黄金期货跌0.69%,报2635.70美元/盎司;现货黄金下跌0.45%,报2621.80美元/盎司。国际宏观新投票成员将加入货币政策决策,美联储2025年将更加鹰派?随着美联储继续应对抗击通胀的“最后一公里”,并暗示未来将以更缓慢的速度削减利率,2025年联邦公开市场委员会(FOMC)的一批新投票成员将加入货币政策决策,这可能使政策制定更趋鹰派。耶伦:财政部将在1月中旬达到新的债务上限美国财政部长珍妮特·耶伦表示,财政部可能会在1月中旬的某个时候开始采取特殊会计操作,以免突破美国债务上限,她敦促议员采取行动,捍卫美国的“充分信任和信誉”。美国11月份先期商品贸易逆差为1029亿美元,高于市场预估美国人口普查局称,11月份先期商品贸易逆差从前一个月的983亿美元扩大至1029亿美元。28位经济学家对美国贸易逆差的预测介于965亿美元至1100亿美元,预估中值 1012亿美元。利好不断!投资者重回风险资产,美国股票基金获得大量资金流入LSEG的数据显示,截至12月25日的一周,全球股票基金见证了显著的资金流入,这一趋势逆转了前一周的大规模净卖出情况。美国发布的温和通胀报告以及政府避免停摆的消息均提振了投资者信心,促使他们重新拥抱风险资产。公司新闻量子计算概念又嗨了,中概微美全息官宣开发QRAM,股价一日飙涨近80%微美全息称,开发了一种基于量子技术的随机存取存储器架构(QRAM),旨在提高量子系统中的数据处理效率。微美全息股价飙涨体现,投资者积极押注有望对量子计算发挥重要作用的领域。美股“量子狂潮”继续,“量子英伟达”RGTI飙涨36%后再涨逾10%!量子计算界的英伟达Rigetti 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