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08-01 10:26

为什么不像其他车商那样公布具体的车辆数？有猫腻吗？比如理想是30680

小米汽车7月交付量超过30000台

07-30

$希捷科技(STX)$ 确实看不懂了，都在大跌，你反而在大涨。财报好又如何？难道不是情理之中吗

07-28

股价涨了几倍，这财报顶多50分。。。

康宁交了一份"满分"财报，市场却想给它打负分

07-27

$美国超微公司(AMD)$ 最高点年内涨了四倍，太夸张了。下周财报跌到3字头不是梦

07-27

$闪迪(SNDK)$ 感觉要曲终人散了。下周才爆出来，跌到3位数是必然

07-27

言外之意，摩根已被套

摩根士丹利：星舰第13次试飞提振市场信心维持SpaceX增持评级及300美元目标价

07-27

好的。高盛明显已经被深度套牢

异动解读｜MINIMAX-W涨超13%，管理层会议释放正面信号，高盛给予目标价860港元

07-26

这小编可以直接下课了。单位都搞不懂

财报前瞻｜SK海力士本季度营收预计增254.28%，机构观点偏乐观

07-24

$希捷科技(STX)$ 存储里面就你跌得最少，财报出来要补上吧？

07-23

先证明10年后你还活着，其次证明10年后泡泡玛特还没退市

段永平：10年内大概率不会卖泡泡玛特股票，拟卖出SpaceX、特斯拉、Palantir的Put

07-22

$GE Vernova Inc.(GEV)$ 能不能痛快点，要大跌就来个20%

07-22

$美光科技(MU)$ damn

07-21

$谷歌(GOOG)$ 财报前出利好消息，说明财报大概率跪了

07-20

$特斯拉(TSLA)$ 过两天财报，总要表现一下

07-20

这巫婆就是接盘侠专业户

美股异动 | SpaceX跌逾2%，木头姐逆势大手笔加仓

07-20

$苹果(AAPL)$ 涨得太过分了，还做头把交椅。只有你回撤15%-20%，其他股票才能有流动性，毕竟市场总的筹码就那么多

07-17

$三倍做多半导体ETF-Direxion Daily(SOXL)$ 拜托，别挣扎了，跌到100好加仓

07-17

35%好吧。你这数学是体育老师教的吗

美光较6月高点回落30%，华尔街重估AI存储周期：估值、盈利峰值与价格拐点成焦点

07-16

$甲骨文(ORCL)$ AI浪潮，本来就没有你的份儿，你非要挤进去瞎折腾，现在好了吧

07-16

$台积电(TSM)$ 今天晚上跌10个点不过分。毕竟你也一年难得大跌一次

去老虎APP查看更多动态

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09:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月1日，小米汽车：2026年7月，小米汽车交付量持续超过30000台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/845c455ac9f145386cf2ec5d221e9b71\" title=\"\" tg-width=\"690\" tg-height=\"920\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{"81810":"小米集团-WR","XIACY":"小米集团ADR","01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141517315","content_text":"8月1日，小米汽车：2026年7月，小米汽车交付量持续超过30000台。","news_type":1,"symbols_score_info":{"81810":0.6,"XIACY":1,"01810":1.5}},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494251850433034","authorId":"3494251850433034","name":"橘子打野刀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3494251850433034","idStr":"3494251850433034"},"content":"等乘联分会公布具体数据","text":"等乘联分会公布具体数据","html":"等乘联分会公布具体数据"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591379150401632,"gmtCreate":1785346815030,"gmtModify":1785346817228,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540680319507322","idStr":"3540680319507322"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/STX\">$希捷科技(STX)$&nbsp;</a> 确实看不懂了，都在大跌，你反而在大涨。财报好又如何？难道不是情理之中吗","listText":"<a href=\"https://laohu8.com/S/STX\">$希捷科技(STX)$&nbsp;</a> 确实看不懂了，都在大跌，你反而在大涨。财报好又如何？难道不是情理之中吗","text":"$希捷科技(STX)$ 确实看不懂了，都在大跌，你反而在大涨。财报好又如何？难道不是情理之中吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591379150401632","isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590820227134504,"gmtCreate":1785244770339,"gmtModify":1785244772193,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540680319507322","idStr":"3540680319507322"},"themes":[],"title":"","htmlText":"股价涨了几倍，这财报顶多50分。。。","listText":"股价涨了几倍，这财报顶多50分。。。","text":"股价涨了几倍，这财报顶多50分。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590820227134504","repostId":"1156991492","repostType":4,"repost":{"id":"1156991492","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1785242510,"share":"https://www.laohu8.com/m/news/1156991492?lang=zh_CN&edition=full","pubTime":"2026-07-28 20:41","market":"us","language":"zh","title":"康宁交了一份\"满分\"财报，市场却想给它打负分","url":"https://stock-news.laohu8.com/highlight/detail?id=1156991492","media":"华尔街见闻","summary":"市场真正的分歧在于：康宁到底应该被当作一家周期性的材料公司，还是一家结构性的AI成长公司？如果是前者，44倍PE就是泡沫。如果是后者，在当前AI Capex还在加速上量的背景下，或许还撑得住。但现在的市场定价在告诉所有人一件事——投资者没有被完全说服。\n","content":"<html><head></head><body><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/GLW\">康宁</a>周二盘前交出了2026年第二季度财报：核心营收47.4亿美元，同比增长17%；核心每股收益0.78美元，同比增长30%。两项数据均超出市场预期。但盘前交易中股价一度下跌18%——市场用脚投票的速度，比财报本身来得更直接。</p><p style=\"text-align: justify;\">这份财报最强的部分在光通信：<strong>部门Q2卖了20.7亿美元，同比增长32%。其中企业网络业务长了65%——而生成式AI相关产品的增速，按公司自己的说法，&#34;显著更快&#34;。康宁没有给出具体数字，但你大致可以想象那是一条什么样的曲线。</strong></p><p style=\"text-align: justify;\">本季度康宁还锁定了两个足以让它在AI叙事里坐稳位置的大单。</p><p style=\"text-align: justify;\"><strong>亚马逊签署了一份多年期、价值数十亿美元的协议，由康宁为它在美国全境扩张的数据中心供应光纤、光缆和全套连接方案。英伟达也跟康宁建立了长期合作，康宁承诺把美国光连接制造产能扩张十倍、光纤产能提升超过50%，来匹配AI工厂的建设速度。</strong></p><p style=\"text-align: justify;\">这两份协议放在一起，意味着康宁和AI基础设施之间的关系已经不只是&#34;供应商&#34;这个层面了——它正在变成一种战略共生。这种稀缺性，是市场愿意给它从传统制造业估值向科技股估值迁移的底层逻辑。</p><p style=\"text-align: justify;\">问题在于，当你已经把叙事吃到了这个程度，市场要看的就不再是你做到了什么，而是你有没有超过所有人已经替你算好的账。</p><p style=\"text-align: justify;\">康宁给出的Q3指引：核心营收49到50亿美元，核心每股收益0.85到0.89美元。EPS没什么可挑的——中值0.87美元对应约28%的同比增长，略高于卖方预期的0.85美元。</p><p style=\"text-align: justify;\">但营收这边就微妙了。分析师对Q3的一致预期大概是50亿美元，康宁给的上限刚好碰到这个数字，中值49.5亿实际上略低于市场心理价位。</p><p style=\"text-align: justify;\"><strong>在一个已经把全年EPS预期打到3.18美元、远期市盈率超过44倍的定价框架里，中值略低于预期就已经构成了一个问题。这不是业绩差——这是定价太高。</strong></p><p style=\"text-align: justify;\">康宁的估值膨胀有它自己的故事逻辑。</p><p style=\"text-align: justify;\">5月投资者日上，管理层把Springboard计划大幅上修：到今年底年化营收200亿美元，2028年底300亿，2030年底400亿；从2026年Q4到2030年Q4的营收年化复合增速目标19%，利润增速还要快于营收。配合亚马逊和英伟达接连落地的合作协议，<strong>市场迅速把康宁从&#34;特殊玻璃制造商&#34;重新定价成了&#34;AI基础设施核心供应商&#34;。</strong></p><p style=\"text-align: justify;\">这个重新定价的烈度，股价走势已经交代得很清楚了。从年初大约87美元起步，六个多月冲到6月底的历史高点271.78美元。即便最近一个多月从高点回落了将近一半，周一收在143美元，年内涨幅仍然超过六成。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c1a00efbe4a8fd7de94a832146ccbef5\" data-align=\"center\" tg-width=\"972\" tg-height=\"605\"/><span></span></p><p style=\"text-align: justify;\">这意味着什么？<strong>意味着康宁的财报已经不是在跟&#34;去年同期的自己&#34;比赛了，而是在跟一个已经把AI Capex超级周期充分折现的估值框架比赛。</strong></p><p style=\"text-align: justify;\">光通信32%的增长够不够？对一家40倍PE的传统材料公司来说，简直奢侈。但对一家市场已经按照AI成长股来定价、共识目标价还在215美元以上的公司来说，这份财报说到底只是&#34;对得起预期&#34;。</p><p style=\"text-align: justify;\">这恰恰是市场现在最纠结的地方。华尔街目前有16位分析师覆盖康宁，9个给买入、7个给持有，共识目标价大约215美元。即便从当前价位看还有超过50%的理论上行空间，市场显然没有在买这笔账——买入评级占比也从年初的七成六慢慢滑到了七成。</p><p style=\"text-align: justify;\">市场真正的分歧在于一个绕不过去的问题：<strong>康宁到底应该被当作一家周期性的材料公司，还是一家结构性的AI成长公司？</strong></p><p style=\"text-align: justify;\"><strong>如果是前者，44倍PE就是泡沫。如果是后者，在当前AI Capex还在加速上量的背景下，或许还撑得住。但现在的市场定价在告诉所有人一件事——投资者没有被完全说服。</strong></p><p style=\"text-align: justify;\">财报里不是没有让人安心的东西。</p><p style=\"text-align: justify;\">利润率那边的数据其实相当不错。核心毛利率39.6%，同比扩大了120个基点。核心运营利润率20.9%，同比扩大了190个基点，延续了连续九个季度的同比较快增长。核心ROIC达到14.9%，同比提升了180个基点。调整后自由现金流14.2亿美元。这种持续性的增长本身就在替你回答很多关于&#34;周期股还是成长股&#34;的问题。</p><p style=\"text-align: justify;\">太阳能业务则更像一张还在印刷中的期票。</p><p style=\"text-align: justify;\">Q2营收同比增长了90%，但因为本季度硅片工厂进行了延长检修停机和设备升级——包括切换到永久性供电系统——利润端还有拖累。管理层承诺Q3太阳能业务的盈利将改善，并且最终目标是年营收超过30亿美元，&#34;具有强劲的利润和现金流&#34;。但在真正看到利润率改善之前，这块业务在估值模型里扮演的角色更像是一个看涨期权，而不是已经兑现的价值。</p><p style=\"text-align: justify;\">回到核心矛盾。康宁的AI叙事是真实的，光通信的客户结构和订单质量都站得住脚，利润率改善的速度证明经营杠杆确实在释放。但当前市场的博弈已经不在&#34;故事真不真&#34;这个层面了。</p><p style=\"text-align: justify;\">当一只股票半年涨了两倍，任何不能在数字上碾压预期的财报——哪怕它本身已经非常漂亮——都可能在短期遭遇定价的重新校准。康宁周二交出的这份成绩单，最终没能做到那件事。它不是一份坏财报，它只是没有好到能让所有人忘记它有多贵。</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>康宁交了一份\"满分\"财报，市场却想给它打负分</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{ 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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康宁交了一份\"满分\"财报，市场却想给它打负分\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-28 20:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/GLW\">康宁</a>周二盘前交出了2026年第二季度财报：核心营收47.4亿美元，同比增长17%；核心每股收益0.78美元，同比增长30%。两项数据均超出市场预期。但盘前交易中股价一度下跌18%——市场用脚投票的速度，比财报本身来得更直接。</p><p style=\"text-align: justify;\">这份财报最强的部分在光通信：<strong>部门Q2卖了20.7亿美元，同比增长32%。其中企业网络业务长了65%——而生成式AI相关产品的增速，按公司自己的说法，&#34;显著更快&#34;。康宁没有给出具体数字，但你大致可以想象那是一条什么样的曲线。</strong></p><p style=\"text-align: justify;\">本季度康宁还锁定了两个足以让它在AI叙事里坐稳位置的大单。</p><p style=\"text-align: justify;\"><strong>亚马逊签署了一份多年期、价值数十亿美元的协议，由康宁为它在美国全境扩张的数据中心供应光纤、光缆和全套连接方案。英伟达也跟康宁建立了长期合作，康宁承诺把美国光连接制造产能扩张十倍、光纤产能提升超过50%，来匹配AI工厂的建设速度。</strong></p><p style=\"text-align: justify;\">这两份协议放在一起，意味着康宁和AI基础设施之间的关系已经不只是&#34;供应商&#34;这个层面了——它正在变成一种战略共生。这种稀缺性，是市场愿意给它从传统制造业估值向科技股估值迁移的底层逻辑。</p><p style=\"text-align: justify;\">问题在于，当你已经把叙事吃到了这个程度，市场要看的就不再是你做到了什么，而是你有没有超过所有人已经替你算好的账。</p><p style=\"text-align: justify;\">康宁给出的Q3指引：核心营收49到50亿美元，核心每股收益0.85到0.89美元。EPS没什么可挑的——中值0.87美元对应约28%的同比增长，略高于卖方预期的0.85美元。</p><p style=\"text-align: justify;\">但营收这边就微妙了。分析师对Q3的一致预期大概是50亿美元，康宁给的上限刚好碰到这个数字，中值49.5亿实际上略低于市场心理价位。</p><p style=\"text-align: justify;\"><strong>在一个已经把全年EPS预期打到3.18美元、远期市盈率超过44倍的定价框架里，中值略低于预期就已经构成了一个问题。这不是业绩差——这是定价太高。</strong></p><p style=\"text-align: justify;\">康宁的估值膨胀有它自己的故事逻辑。</p><p style=\"text-align: justify;\">5月投资者日上，管理层把Springboard计划大幅上修：到今年底年化营收200亿美元，2028年底300亿，2030年底400亿；从2026年Q4到2030年Q4的营收年化复合增速目标19%，利润增速还要快于营收。配合亚马逊和英伟达接连落地的合作协议，<strong>市场迅速把康宁从&#34;特殊玻璃制造商&#34;重新定价成了&#34;AI基础设施核心供应商&#34;。</strong></p><p style=\"text-align: justify;\">这个重新定价的烈度，股价走势已经交代得很清楚了。从年初大约87美元起步，六个多月冲到6月底的历史高点271.78美元。即便最近一个多月从高点回落了将近一半，周一收在143美元，年内涨幅仍然超过六成。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c1a00efbe4a8fd7de94a832146ccbef5\" data-align=\"center\" tg-width=\"972\" tg-height=\"605\"/><span></span></p><p style=\"text-align: justify;\">这意味着什么？<strong>意味着康宁的财报已经不是在跟&#34;去年同期的自己&#34;比赛了，而是在跟一个已经把AI Capex超级周期充分折现的估值框架比赛。</strong></p><p style=\"text-align: justify;\">光通信32%的增长够不够？对一家40倍PE的传统材料公司来说，简直奢侈。但对一家市场已经按照AI成长股来定价、共识目标价还在215美元以上的公司来说，这份财报说到底只是&#34;对得起预期&#34;。</p><p style=\"text-align: justify;\">这恰恰是市场现在最纠结的地方。华尔街目前有16位分析师覆盖康宁，9个给买入、7个给持有，共识目标价大约215美元。即便从当前价位看还有超过50%的理论上行空间，市场显然没有在买这笔账——买入评级占比也从年初的七成六慢慢滑到了七成。</p><p style=\"text-align: justify;\">市场真正的分歧在于一个绕不过去的问题：<strong>康宁到底应该被当作一家周期性的材料公司，还是一家结构性的AI成长公司？</strong></p><p style=\"text-align: justify;\"><strong>如果是前者，44倍PE就是泡沫。如果是后者，在当前AI Capex还在加速上量的背景下，或许还撑得住。但现在的市场定价在告诉所有人一件事——投资者没有被完全说服。</strong></p><p style=\"text-align: justify;\">财报里不是没有让人安心的东西。</p><p style=\"text-align: justify;\">利润率那边的数据其实相当不错。核心毛利率39.6%，同比扩大了120个基点。核心运营利润率20.9%，同比扩大了190个基点，延续了连续九个季度的同比较快增长。核心ROIC达到14.9%，同比提升了180个基点。调整后自由现金流14.2亿美元。这种持续性的增长本身就在替你回答很多关于&#34;周期股还是成长股&#34;的问题。</p><p style=\"text-align: justify;\">太阳能业务则更像一张还在印刷中的期票。</p><p style=\"text-align: justify;\">Q2营收同比增长了90%，但因为本季度硅片工厂进行了延长检修停机和设备升级——包括切换到永久性供电系统——利润端还有拖累。管理层承诺Q3太阳能业务的盈利将改善，并且最终目标是年营收超过30亿美元，&#34;具有强劲的利润和现金流&#34;。但在真正看到利润率改善之前，这块业务在估值模型里扮演的角色更像是一个看涨期权，而不是已经兑现的价值。</p><p style=\"text-align: justify;\">回到核心矛盾。康宁的AI叙事是真实的，光通信的客户结构和订单质量都站得住脚，利润率改善的速度证明经营杠杆确实在释放。但当前市场的博弈已经不在&#34;故事真不真&#34;这个层面了。</p><p style=\"text-align: justify;\">当一只股票半年涨了两倍，任何不能在数字上碾压预期的财报——哪怕它本身已经非常漂亮——都可能在短期遭遇定价的重新校准。康宁周二交出的这份成绩单，最终没能做到那件事。它不是一份坏财报，它只是没有好到能让所有人忘记它有多贵。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b765e25c9aa849340271dbae850c005d","relate_stocks":{"GLWG":"Leverage Shares 2X Long GLW Daily ETF","GLW":"康宁"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156991492","content_text":"康宁周二盘前交出了2026年第二季度财报：核心营收47.4亿美元，同比增长17%；核心每股收益0.78美元，同比增长30%。两项数据均超出市场预期。但盘前交易中股价一度下跌18%——市场用脚投票的速度，比财报本身来得更直接。这份财报最强的部分在光通信：部门Q2卖了20.7亿美元，同比增长32%。其中企业网络业务长了65%——而生成式AI相关产品的增速，按公司自己的说法，\"显著更快\"。康宁没有给出具体数字，但你大致可以想象那是一条什么样的曲线。本季度康宁还锁定了两个足以让它在AI叙事里坐稳位置的大单。亚马逊签署了一份多年期、价值数十亿美元的协议，由康宁为它在美国全境扩张的数据中心供应光纤、光缆和全套连接方案。英伟达也跟康宁建立了长期合作，康宁承诺把美国光连接制造产能扩张十倍、光纤产能提升超过50%，来匹配AI工厂的建设速度。这两份协议放在一起，意味着康宁和AI基础设施之间的关系已经不只是\"供应商\"这个层面了——它正在变成一种战略共生。这种稀缺性，是市场愿意给它从传统制造业估值向科技股估值迁移的底层逻辑。问题在于，当你已经把叙事吃到了这个程度，市场要看的就不再是你做到了什么，而是你有没有超过所有人已经替你算好的账。康宁给出的Q3指引：核心营收49到50亿美元，核心每股收益0.85到0.89美元。EPS没什么可挑的——中值0.87美元对应约28%的同比增长，略高于卖方预期的0.85美元。但营收这边就微妙了。分析师对Q3的一致预期大概是50亿美元，康宁给的上限刚好碰到这个数字，中值49.5亿实际上略低于市场心理价位。在一个已经把全年EPS预期打到3.18美元、远期市盈率超过44倍的定价框架里，中值略低于预期就已经构成了一个问题。这不是业绩差——这是定价太高。康宁的估值膨胀有它自己的故事逻辑。5月投资者日上，管理层把Springboard计划大幅上修：到今年底年化营收200亿美元，2028年底300亿，2030年底400亿；从2026年Q4到2030年Q4的营收年化复合增速目标19%，利润增速还要快于营收。配合亚马逊和英伟达接连落地的合作协议，市场迅速把康宁从\"特殊玻璃制造商\"重新定价成了\"AI基础设施核心供应商\"。这个重新定价的烈度，股价走势已经交代得很清楚了。从年初大约87美元起步，六个多月冲到6月底的历史高点271.78美元。即便最近一个多月从高点回落了将近一半，周一收在143美元，年内涨幅仍然超过六成。这意味着什么？意味着康宁的财报已经不是在跟\"去年同期的自己\"比赛了，而是在跟一个已经把AI Capex超级周期充分折现的估值框架比赛。光通信32%的增长够不够？对一家40倍PE的传统材料公司来说，简直奢侈。但对一家市场已经按照AI成长股来定价、共识目标价还在215美元以上的公司来说，这份财报说到底只是\"对得起预期\"。这恰恰是市场现在最纠结的地方。华尔街目前有16位分析师覆盖康宁，9个给买入、7个给持有，共识目标价大约215美元。即便从当前价位看还有超过50%的理论上行空间，市场显然没有在买这笔账——买入评级占比也从年初的七成六慢慢滑到了七成。市场真正的分歧在于一个绕不过去的问题：康宁到底应该被当作一家周期性的材料公司，还是一家结构性的AI成长公司？如果是前者，44倍PE就是泡沫。如果是后者，在当前AI 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href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 感觉要曲终人散了。下周才爆出来，跌到3位数是必然","text":"$闪迪(SNDK)$ 感觉要曲终人散了。下周才爆出来，跌到3位数是必然","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/590475703124168","isVote":1,"tweetType":1,"viewCount":3845,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3540680319507322","idStr":"3540680319507322"},"content":"一躲美联储决议，二躲财报","text":"一躲美联储决议，二躲财报","html":"一躲美联储决议，二躲财报"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590470364631208,"gmtCreate":1785159332833,"gmtModify":1785159334931,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540680319507322","idStr":"3540680319507322"},"themes":[],"title":"","htmlText":"言外之意，摩根已被套","listText":"言外之意，摩根已被套","text":"言外之意，摩根已被套","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590470364631208","repostId":"2654048274","repostType":2,"repost":{"id":"2654048274","kind":"live","pubTimestamp":1785157674,"share":"https://www.laohu8.com/m/news/2654048274?lang=zh_CN&edition=full","pubTime":"2026-07-27 21:07","market":"us","language":"zh","title":"摩根士丹利：星舰第13次试飞提振市场信心 维持SpaceX增持评级及300美元目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2654048274","media":"智通财经","summary":"【摩根士丹利：星舰第13次试飞提振市场信心 维持SpaceX增持评级及300美元目标价】摩根士丹利在最新研报中指出，尽管SpaceX星舰第13次试飞中助推器未能实现完美回收，但此次任务仍显著提振了市场","content":"<html><body><div>\n<div>\n<b>【摩根士丹利：星舰第13次试飞提振市场信心 维持SpaceX增持评级及300美元目标价】</b>摩根士丹利在最新研报中指出，尽管SpaceX星舰第13次试飞中助推器未能实现完美回收，但此次任务仍显著提振了市场信心。该行强调，试飞成功完成了新一代星链V3卫星部署、在轨发动机重启以及迄今最平稳的海上溅落等关键验证目标，标志着星舰系统向完全可复用迈出了重要一步。摩根士丹利认为，若星舰第14次试飞能实现发射塔对飞船上级的直接捕获，将成为推动SpaceX估值上行的下一个关键催化剂。基于星舰技术验证的持续进展及其在AI基础设施、全球卫星连接等领域的长期潜力，该行维持对SpaceX股票的“增持”评级，并重申300美元的目标价。研报同时指出，星舰的快速迭代与低成本发射能力是SpaceX构建“太空+AI”复合生态的核心基石。随着星链V3卫星组网加速及轨道算力布局推进，SpaceX有望进一步巩固其在商业航天与人工智能基础设施领域的双重领先地位。                </div>\n</div></body></html>","source":"live_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\" 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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摩根士丹利：星舰第13次试飞提振市场信心 维持SpaceX增持评级及300美元目标价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-27 21:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【摩根士丹利：星舰第13次试飞提振市场信心 维持SpaceX增持评级及300美元目标价】摩根士丹利在最新研报中指出，尽管SpaceX星舰第13次试飞中助推器未能实现完美回收，但此次任务仍显著提振了市场信心。该行强调，试飞成功完成了新一代星链V3卫星部署、在轨发动机重启以及迄今最平稳的海上溅落等关键验证目标，标志着星舰系统向完全可复用迈出了重要一步。摩根士丹利认为，若星舰第14次试飞能实现发射塔对...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPAX":"2倍做多SPACEX ETF-T-REX","XOVR":"ERShares Private-Public Crossover ETF","BK4615":"SpaceX概念","UUP":"美元ETF-PowerShares DB","ORBX":"Global X Space Tech ETF","SPCM":"2倍做多SpaceX ETF-Tradr","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","SPCQ":"2倍做空SpaceX ETF-Defiance","SPCX":"SPAC and New Issue ETF","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","SSPC":"2倍做空SpaceX ETF-Leverage Shares","DXYZ":"Destiny Tech100 Inc","SPCH":"2倍做多SpaceX ETF-Leverage Shares","SNK":"2倍做空SpaceX ETF-GraniteShares","SPCU":"2倍做多SpaceX ETF-Defiance","WARP":"VanEck Space ETF","SPAL":"2倍做多Space X ETF-GraniteShares","LOFF":"2倍做多SpaceX ETF-Direxion","SPCF":"2倍做多SpaceX ETF-ProShares","UFO":"Procure Space ETF","LU1861215975.USD":"贝莱德新一代科技基金 A2","MARS":"Roundhill Space & Technology ETF","BK4089":"非传统电信运营商","SPCG":"2倍做空SpaceX ETF-Tradr","WSPC":"WisdomTree Space Economy UCITS ETF","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","UDN":"做空美元指数-PowerShares"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2654048274","content_text":"【摩根士丹利：星舰第13次试飞提振市场信心 维持SpaceX增持评级及300美元目标价】摩根士丹利在最新研报中指出，尽管SpaceX星舰第13次试飞中助推器未能实现完美回收，但此次任务仍显著提振了市场信心。该行强调，试飞成功完成了新一代星链V3卫星部署、在轨发动机重启以及迄今最平稳的海上溅落等关键验证目标，标志着星舰系统向完全可复用迈出了重要一步。摩根士丹利认为，若星舰第14次试飞能实现发射塔对飞船上级的直接捕获，将成为推动SpaceX估值上行的下一个关键催化剂。基于星舰技术验证的持续进展及其在AI基础设施、全球卫星连接等领域的长期潜力，该行维持对SpaceX股票的“增持”评级，并重申300美元的目标价。研报同时指出，星舰的快速迭代与低成本发射能力是SpaceX构建“太空+AI”复合生态的核心基石。随着星链V3卫星组网加速及轨道算力布局推进，SpaceX有望进一步巩固其在商业航天与人工智能基础设施领域的双重领先地位。","news_type":1,"symbols_score_info":{"SPCF":0.6,"XOVR":1.5,"SPCH":0.6,"MARS":0.6,"SPCM":0.6,"DXYZ":1.5,"UUP":1.5,"WARP":0.6,"SPCQ":0.6,"SSPC":0.6,"UDN":1.5,"ORBX":0.6,"SNK":1.5,"SPAL":1.5,"SPCG":0.6,"UFO":0.6,"SPAX":0.6,"SPCX":1.5,"WSPC":0.6,"LOFF":0.6,"SPCU":1.5}},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590377934210120,"gmtCreate":1785136798106,"gmtModify":1785136800356,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540680319507322","idStr":"3540680319507322"},"themes":[],"title":"","htmlText":"好的。高盛明显已经被深度套牢","listText":"好的。高盛明显已经被深度套牢","text":"好的。高盛明显已经被深度套牢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590377934210120","repostId":"1162261467","repostType":2,"repost":{"id":"1162261467","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1785131402,"share":"https://www.laohu8.com/m/news/1162261467?lang=zh_CN&edition=full","pubTime":"2026-07-27 13:50","market":"us","language":"zh","title":"异动解读｜MINIMAX-W涨超13%，管理层会议释放正面信号，高盛给予目标价860港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1162261467","media":"行情直击","summary":"7月27日，MINIMAX-W盘中下跌4.03%，报186.8港元/股，成交额5338.34万港元，股价逼近165港元发行价。消息面上，摩根大通近日将MiniMax目标价由240港元大幅下调至160港元，维持\"中性\"评级，当前股价仍高于该目标价，估值下修预期持续压制市场情绪。此次下调主要源于月之暗面Kimi K3大模型发布导致行业竞争加剧，同时公司此前完成约160亿港元配售及可转债融资带来的股本摊薄效应，叠加解禁后财务投资者抛压尚未充分消化，多重利空因素共振下股价延续弱势。","content":"<html><head></head><body><p style=\"text-align: left;\">7月27日，MINIMAX-W午后涨超13%，报222.6港元/股，成交额超7亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2637f74de27a5dd3ef07236f3909f679\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: left;\">消息面上，高盛发布针对MiniMax的CEO交流会纪要研报，重申MiniMax“买入”评级，目标价860港元。高盛称，MiniMax核心战略主打模型极致性价比，M3模型日处理万亿token且API业务毛利率健康，预期9月至10月将推出的M3 Pro将拥有显著成本效益。高盛预期MiniMax将于今年8月纳入港股通，加上目前市值对比中国视频生成模型同业在明显折让，公司阐述的M3模型竞争力策略及即将推出的H3多模态产品，可望成为年度经常性收入(ARR)增长的正面驱动力，于下半年带动显著估值修复空间。</p><p style=\"text-align: justify;\">花旗发表报告称，管理层对行业前景及公司策略释出正面讯号。MiniMax将聚焦“极致智能及极致成本效益”策略。管理层认为，自建运算基础设施是其重要竞争优势，其GPU集群利用率超过90%，高于行业平均水平。公司已于去年自建数据中心，在硬件价格近期急升前锁定较低成本，形成结构性成本优势。</p><p style=\"text-align: left;\">（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p><p style=\"text-align: left;\"></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>异动解读｜MINIMAX-W涨超13%，管理层会议释放正面信号，高盛给予目标价860港元</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异动解读｜MINIMAX-W涨超13%，管理层会议释放正面信号，高盛给予目标价860港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059448697\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-07-27 13:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">7月27日，MINIMAX-W午后涨超13%，报222.6港元/股，成交额超7亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2637f74de27a5dd3ef07236f3909f679\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: left;\">消息面上，高盛发布针对MiniMax的CEO交流会纪要研报，重申MiniMax“买入”评级，目标价860港元。高盛称，MiniMax核心战略主打模型极致性价比，M3模型日处理万亿token且API业务毛利率健康，预期9月至10月将推出的M3 Pro将拥有显著成本效益。高盛预期MiniMax将于今年8月纳入港股通，加上目前市值对比中国视频生成模型同业在明显折让，公司阐述的M3模型竞争力策略及即将推出的H3多模态产品，可望成为年度经常性收入(ARR)增长的正面驱动力，于下半年带动显著估值修复空间。</p><p style=\"text-align: justify;\">花旗发表报告称，管理层对行业前景及公司策略释出正面讯号。MiniMax将聚焦“极致智能及极致成本效益”策略。管理层认为，自建运算基础设施是其重要竞争优势，其GPU集群利用率超过90%，高于行业平均水平。公司已于去年自建数据中心，在硬件价格近期急升前锁定较低成本，形成结构性成本优势。</p><p style=\"text-align: left;\">（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"00100":"MINIMAX-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162261467","content_text":"7月27日，MINIMAX-W午后涨超13%，报222.6港元/股，成交额超7亿港元。消息面上，高盛发布针对MiniMax的CEO交流会纪要研报，重申MiniMax“买入”评级，目标价860港元。高盛称，MiniMax核心战略主打模型极致性价比，M3模型日处理万亿token且API业务毛利率健康，预期9月至10月将推出的M3 Pro将拥有显著成本效益。高盛预期MiniMax将于今年8月纳入港股通，加上目前市值对比中国视频生成模型同业在明显折让，公司阐述的M3模型竞争力策略及即将推出的H3多模态产品，可望成为年度经常性收入(ARR)增长的正面驱动力，于下半年带动显著估值修复空间。花旗发表报告称，管理层对行业前景及公司策略释出正面讯号。MiniMax将聚焦“极致智能及极致成本效益”策略。管理层认为，自建运算基础设施是其重要竞争优势，其GPU集群利用率超过90%，高于行业平均水平。公司已于去年自建数据中心，在硬件价格近期急升前锁定较低成本，形成结构性成本优势。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"00100":1}},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590141970679032,"gmtCreate":1785079302192,"gmtModify":1785079304292,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540680319507322","idStr":"3540680319507322"},"themes":[],"title":"","htmlText":"这小编可以直接下课了。单位都搞不懂","listText":"这小编可以直接下课了。单位都搞不懂","text":"这小编可以直接下课了。单位都搞不懂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590141970679032","repostId":"1166262107","repostType":2,"repost":{"id":"1166262107","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":1784678548,"share":"https://www.laohu8.com/m/news/1166262107?lang=zh_CN&edition=full","pubTime":"2026-07-22 08:02","market":"hk","language":"zh","title":"财报前瞻｜SK海力士本季度营收预计增254.28%，机构观点偏乐观","url":"https://stock-news.laohu8.com/highlight/detail?id=1166262107","media":"财报Agent","summary":"SK海力士将于2026年07月29日发布新一季财报，市场聚焦HBM出货、价格与资本开支节奏对利润的影响。市场一致预期显示，本季度SK海力士总营收预计为526.00亿美元，同比增幅254.28%，调整后每股收益预计为4.74美元，EBIT预计为456.44亿美元，同比增幅616.25%；公司与市场层面暂未提供本季度毛利率和净利润或净利率的明确预测。","content":"<p><h2><b>摘要</b></h2>\nSK海力士将于2026年07月29日（美股盘后）发布新一季财报，市场聚焦HBM出货、价格与资本开支节奏对利润的影响。\n<h2><b>市场预测</b></h2>\n市场一致预期显示，本季度SK海力士总营收预计为526.00亿美元，同比增幅254.28%，调整后每股收益预计为4.74美元，EBIT预计为456.44亿美元，同比增幅616.25%；公司与市场层面暂未提供本季度毛利率和净利润或净利率的明确预测。公司上季度未披露更为细化的本季度指引，当前共识主要聚焦于AI带动的高带宽内存需求与价格趋势。\n公司的主营业务亮点在于“商品及其他产品的销售”为核心收入来源，最近一期主营构成中该项占比达99.94%，显示收入高度集中于存储相关产品。发展前景最大的现有业务仍然围绕高性能存储产品链条开展，最近一期披露的主营业务收入中，“商品及其他产品的销售”为525,453.97亿美元（同比数据未披露），服务收入为308.90亿美元（同比数据未披露），结构上为公司抓住AI算力周期带来放量与溢价提供了支撑。\n<h2><b>上季度回顾</b></h2>\n上一季度，SK海力士营收为354.90亿美元（同比增长0.00%），毛利率为79.27%，归属于母公司股东的净利润为403,301.76亿美元（净利润环比增长164.99%），净利率为76.71%，调整后每股收益数据在当前工具集中未披露。财务端的要点在于盈利能力指标显著强势，利润弹性在存储价格上行与产品结构改善下加速释放。分业务看，商品及其他产品的销售为主力，最近一期披露的该项收入为525,453.97亿美元（同比数据未披露），服务类收入为308.90亿美元（同比数据未披露），结构显示核心产品是营收与利润的决定性驱动。\n<h2><b>本季度展望</b></h2>\n<h4><b>HBM产能与定价的边际变化</b></h4>\nHBM出货仍是本季度的关键增量来源。管理层与行业消息均指向AI训练与推理集群的扩张持续驱动HBM需求，客户通过更长期的锁量合同确保供给稳定，有助于订单的可见性提升与价格韧性维持。近期行业侧反馈HBM4良率已步入稳定区间，叠加公司在先进封装与EUV设备投入加速，本季度有望在高端产品组合上维持较高占比，从而抬升单位价值与毛利水平。需要注意的是，随着下游整机厂商出货节奏波动，季度间动销节奏可能带来确认节奏差异，但长期合约与客户结构有望对冲短期波动，维持中高景气。结构上，HBM作为高利润率产品将继续主导利润弹性，本季度对营收与利润的边际贡献预计高于通用DRAM。</p>\n<p><h4><b>资本开支与产能扩张的短中期影响</b></h4>\n公司近期完成在美国市场的大额融资，市场认购热度与交易表现印证了对其在AI算力供应链中地位与成长路径的认可。募集资金投向包括韩国本土晶圆厂建设、先进封装产线扩产以及美国项目推进，同时正在全球范围内布局可能的扩产与资产整合机会。短期内，较大的资本开支与折旧摊销将对利润表产生压力，但在需求旺盛、产品结构升级的大前提下，单位产能价值提升与高端产品占比增加有望对冲投入期带来的成本上升。更重要的是，提前锁定EUV产能与关键设备供给、完善北美组装与封装能力，有助于缩短交付路径并增强对头部客户的服务能力，本季度起将逐步体现在订单稳定性与议价权上。</p>\n<p><h4><b>通用DRAM与NAND价格路径对业绩的牵引</b></h4>\n通用DRAM价格上涨斜率阶段性放缓的迹象已经出现，行业将更多依赖高利润率的HBM产品来拉动整体业绩。公司在库存与发货节奏上的策略更趋精细化，部分低价库存逐季释放、把更多份额留给价格更坚挺的新品，意在平衡规模与利润的匹配。本季度常规内存价格趋势或趋于温和，但结构升级带来的单位价值抬升与成本效率的改善，有望维持综合毛利的高位水平。对股价的影响层面，若市场对通用DRAM涨幅的预期下修，短期估值弹性或承压；但若HBM出货兑现超预期，利润弹性仍可能主导估值波动方向。</p>\n<p><h4><b>现金流与配置：充裕流动性对周期的缓冲作用</b></h4>\n在过去数个季度，公司经营活动现金流与现金等价物规模明显扩大，推动其在信用市场与资本配置上采取更主动的策略。充裕的流动性为高强度的资本开支、海外项目推进与潜在的跨区域资产整合提供了“缓冲垫”，降低了产能爬坡与技术迭代过程中的财务不确定性。本季度若HBM放量与价格高位延续，现金回款质量有望进一步改善，并为后续产线扩充与设备采购提供保障。对估值而言，现金与融资的匹配度提升，可在周期波动期平滑利润表弹性，并增强外部预期对长期成长曲线的信心。</p>\n<p><h4><b>潜在外延与供应链布局</b></h4>\n产业链消息显示，公司正在评估进一步的海外制造与园区层面的合作或资产获取机会，目的在于强化北美链条的本地化布局。若相关推进落地，将进一步缩短与主要客户的供货半径，提升交付效率并优化政策与配套资源的使用效率。对于本季度而言，市场会更关注这类举措的时间表与资本强度，一旦对产能释放路径和成本结构形成清晰预期，可能对二级市场估值形成前置反映。在供应链重塑的大背景下，边际产能的地理再配置，有助于提升公司对中长期订单波动的抗压能力。</p>\n<p><h2><b>分析师观点</b></h2>\n从近半年的机构与分析师公开表态看，偏乐观的声音占主导。多家国际机构强调AI驱动的存储上行周期尚未结束，行业供需错配可能延续至未来数年，高带宽内存在服务器、加速卡与超算集群的渗透仍具上行空间。部分卖方机构指出，DRAM与NAND价格有望在未来两季继续上行，高利润率的HBM将是利润扩张的核心抓手，行业供应紧张的缓解或需更长周期。也有机构从资本市场的交易结果与认购热度出发，认为公司在技术与客户结构上拥有优势地位，近期募资与产能扩充将强化其在AI供应链的粘性与议价能力，财务表现的确定性优于同业。宏观层面，有大型投行在近期韩国市场下行中给予阶段性正面观点，认为估值波动并不改变高端存储赛道的中期逻辑。综合各方观点，乐观一侧聚焦于HBM供给瓶颈与技术迭代带来的毛利与利润弹性，中性与谨慎声音主要针对通用DRAM涨幅放缓与阶段性估值回调的短期扰动；当前看多观点更占优势，核心依据在于高端产品的供不应求持续、订单可见性提升与资本开支对未来产能与技术路线的加持力度。</p>\n","collect":0,"html":"<!DOCTYPE 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{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｜SK海力士本季度营收预计增254.28%，机构观点偏乐观\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\">2026-07-22 08:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><h2><b>摘要</b></h2>\nSK海力士将于2026年07月29日（美股盘后）发布新一季财报，市场聚焦HBM出货、价格与资本开支节奏对利润的影响。\n<h2><b>市场预测</b></h2>\n市场一致预期显示，本季度SK海力士总营收预计为526.00亿美元，同比增幅254.28%，调整后每股收益预计为4.74美元，EBIT预计为456.44亿美元，同比增幅616.25%；公司与市场层面暂未提供本季度毛利率和净利润或净利率的明确预测。公司上季度未披露更为细化的本季度指引，当前共识主要聚焦于AI带动的高带宽内存需求与价格趋势。\n公司的主营业务亮点在于“商品及其他产品的销售”为核心收入来源，最近一期主营构成中该项占比达99.94%，显示收入高度集中于存储相关产品。发展前景最大的现有业务仍然围绕高性能存储产品链条开展，最近一期披露的主营业务收入中，“商品及其他产品的销售”为525,453.97亿美元（同比数据未披露），服务收入为308.90亿美元（同比数据未披露），结构上为公司抓住AI算力周期带来放量与溢价提供了支撑。\n<h2><b>上季度回顾</b></h2>\n上一季度，SK海力士营收为354.90亿美元（同比增长0.00%），毛利率为79.27%，归属于母公司股东的净利润为403,301.76亿美元（净利润环比增长164.99%），净利率为76.71%，调整后每股收益数据在当前工具集中未披露。财务端的要点在于盈利能力指标显著强势，利润弹性在存储价格上行与产品结构改善下加速释放。分业务看，商品及其他产品的销售为主力，最近一期披露的该项收入为525,453.97亿美元（同比数据未披露），服务类收入为308.90亿美元（同比数据未披露），结构显示核心产品是营收与利润的决定性驱动。\n<h2><b>本季度展望</b></h2>\n<h4><b>HBM产能与定价的边际变化</b></h4>\nHBM出货仍是本季度的关键增量来源。管理层与行业消息均指向AI训练与推理集群的扩张持续驱动HBM需求，客户通过更长期的锁量合同确保供给稳定，有助于订单的可见性提升与价格韧性维持。近期行业侧反馈HBM4良率已步入稳定区间，叠加公司在先进封装与EUV设备投入加速，本季度有望在高端产品组合上维持较高占比，从而抬升单位价值与毛利水平。需要注意的是，随着下游整机厂商出货节奏波动，季度间动销节奏可能带来确认节奏差异，但长期合约与客户结构有望对冲短期波动，维持中高景气。结构上，HBM作为高利润率产品将继续主导利润弹性，本季度对营收与利润的边际贡献预计高于通用DRAM。</p>\n<p><h4><b>资本开支与产能扩张的短中期影响</b></h4>\n公司近期完成在美国市场的大额融资，市场认购热度与交易表现印证了对其在AI算力供应链中地位与成长路径的认可。募集资金投向包括韩国本土晶圆厂建设、先进封装产线扩产以及美国项目推进，同时正在全球范围内布局可能的扩产与资产整合机会。短期内，较大的资本开支与折旧摊销将对利润表产生压力，但在需求旺盛、产品结构升级的大前提下，单位产能价值提升与高端产品占比增加有望对冲投入期带来的成本上升。更重要的是，提前锁定EUV产能与关键设备供给、完善北美组装与封装能力，有助于缩短交付路径并增强对头部客户的服务能力，本季度起将逐步体现在订单稳定性与议价权上。</p>\n<p><h4><b>通用DRAM与NAND价格路径对业绩的牵引</b></h4>\n通用DRAM价格上涨斜率阶段性放缓的迹象已经出现，行业将更多依赖高利润率的HBM产品来拉动整体业绩。公司在库存与发货节奏上的策略更趋精细化，部分低价库存逐季释放、把更多份额留给价格更坚挺的新品，意在平衡规模与利润的匹配。本季度常规内存价格趋势或趋于温和，但结构升级带来的单位价值抬升与成本效率的改善，有望维持综合毛利的高位水平。对股价的影响层面，若市场对通用DRAM涨幅的预期下修，短期估值弹性或承压；但若HBM出货兑现超预期，利润弹性仍可能主导估值波动方向。</p>\n<p><h4><b>现金流与配置：充裕流动性对周期的缓冲作用</b></h4>\n在过去数个季度，公司经营活动现金流与现金等价物规模明显扩大，推动其在信用市场与资本配置上采取更主动的策略。充裕的流动性为高强度的资本开支、海外项目推进与潜在的跨区域资产整合提供了“缓冲垫”，降低了产能爬坡与技术迭代过程中的财务不确定性。本季度若HBM放量与价格高位延续，现金回款质量有望进一步改善，并为后续产线扩充与设备采购提供保障。对估值而言，现金与融资的匹配度提升，可在周期波动期平滑利润表弹性，并增强外部预期对长期成长曲线的信心。</p>\n<p><h4><b>潜在外延与供应链布局</b></h4>\n产业链消息显示，公司正在评估进一步的海外制造与园区层面的合作或资产获取机会，目的在于强化北美链条的本地化布局。若相关推进落地，将进一步缩短与主要客户的供货半径，提升交付效率并优化政策与配套资源的使用效率。对于本季度而言，市场会更关注这类举措的时间表与资本强度，一旦对产能释放路径和成本结构形成清晰预期，可能对二级市场估值形成前置反映。在供应链重塑的大背景下，边际产能的地理再配置，有助于提升公司对中长期订单波动的抗压能力。</p>\n<p><h2><b>分析师观点</b></h2>\n从近半年的机构与分析师公开表态看，偏乐观的声音占主导。多家国际机构强调AI驱动的存储上行周期尚未结束，行业供需错配可能延续至未来数年，高带宽内存在服务器、加速卡与超算集群的渗透仍具上行空间。部分卖方机构指出，DRAM与NAND价格有望在未来两季继续上行，高利润率的HBM将是利润扩张的核心抓手，行业供应紧张的缓解或需更长周期。也有机构从资本市场的交易结果与认购热度出发，认为公司在技术与客户结构上拥有优势地位，近期募资与产能扩充将强化其在AI供应链的粘性与议价能力，财务表现的确定性优于同业。宏观层面，有大型投行在近期韩国市场下行中给予阶段性正面观点，认为估值波动并不改变高端存储赛道的中期逻辑。综合各方观点，乐观一侧聚焦于HBM供给瓶颈与技术迭代带来的毛利与利润弹性，中性与谨慎声音主要针对通用DRAM涨幅放缓与阶段性估值回调的短期扰动；当前看多观点更占优势，核心依据在于高端产品的供不应求持续、订单可见性提升与资本开支对未来产能与技术路线的加持力度。</p>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SKHY":"SK海力士"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166262107","content_text":"摘要\nSK海力士将于2026年07月29日（美股盘后）发布新一季财报，市场聚焦HBM出货、价格与资本开支节奏对利润的影响。\n市场预测\n市场一致预期显示，本季度SK海力士总营收预计为526.00亿美元，同比增幅254.28%，调整后每股收益预计为4.74美元，EBIT预计为456.44亿美元，同比增幅616.25%；公司与市场层面暂未提供本季度毛利率和净利润或净利率的明确预测。公司上季度未披露更为细化的本季度指引，当前共识主要聚焦于AI带动的高带宽内存需求与价格趋势。\n公司的主营业务亮点在于“商品及其他产品的销售”为核心收入来源，最近一期主营构成中该项占比达99.94%，显示收入高度集中于存储相关产品。发展前景最大的现有业务仍然围绕高性能存储产品链条开展，最近一期披露的主营业务收入中，“商品及其他产品的销售”为525,453.97亿美元（同比数据未披露），服务收入为308.90亿美元（同比数据未披露），结构上为公司抓住AI算力周期带来放量与溢价提供了支撑。\n上季度回顾\n上一季度，SK海力士营收为354.90亿美元（同比增长0.00%），毛利率为79.27%，归属于母公司股东的净利润为403,301.76亿美元（净利润环比增长164.99%），净利率为76.71%，调整后每股收益数据在当前工具集中未披露。财务端的要点在于盈利能力指标显著强势，利润弹性在存储价格上行与产品结构改善下加速释放。分业务看，商品及其他产品的销售为主力，最近一期披露的该项收入为525,453.97亿美元（同比数据未披露），服务类收入为308.90亿美元（同比数据未披露），结构显示核心产品是营收与利润的决定性驱动。\n本季度展望\nHBM产能与定价的边际变化\nHBM出货仍是本季度的关键增量来源。管理层与行业消息均指向AI训练与推理集群的扩张持续驱动HBM需求，客户通过更长期的锁量合同确保供给稳定，有助于订单的可见性提升与价格韧性维持。近期行业侧反馈HBM4良率已步入稳定区间，叠加公司在先进封装与EUV设备投入加速，本季度有望在高端产品组合上维持较高占比，从而抬升单位价值与毛利水平。需要注意的是，随着下游整机厂商出货节奏波动，季度间动销节奏可能带来确认节奏差异，但长期合约与客户结构有望对冲短期波动，维持中高景气。结构上，HBM作为高利润率产品将继续主导利润弹性，本季度对营收与利润的边际贡献预计高于通用DRAM。\n资本开支与产能扩张的短中期影响\n公司近期完成在美国市场的大额融资，市场认购热度与交易表现印证了对其在AI算力供应链中地位与成长路径的认可。募集资金投向包括韩国本土晶圆厂建设、先进封装产线扩产以及美国项目推进，同时正在全球范围内布局可能的扩产与资产整合机会。短期内，较大的资本开支与折旧摊销将对利润表产生压力，但在需求旺盛、产品结构升级的大前提下，单位产能价值提升与高端产品占比增加有望对冲投入期带来的成本上升。更重要的是，提前锁定EUV产能与关键设备供给、完善北美组装与封装能力，有助于缩短交付路径并增强对头部客户的服务能力，本季度起将逐步体现在订单稳定性与议价权上。\n通用DRAM与NAND价格路径对业绩的牵引\n通用DRAM价格上涨斜率阶段性放缓的迹象已经出现，行业将更多依赖高利润率的HBM产品来拉动整体业绩。公司在库存与发货节奏上的策略更趋精细化，部分低价库存逐季释放、把更多份额留给价格更坚挺的新品，意在平衡规模与利润的匹配。本季度常规内存价格趋势或趋于温和，但结构升级带来的单位价值抬升与成本效率的改善，有望维持综合毛利的高位水平。对股价的影响层面，若市场对通用DRAM涨幅的预期下修，短期估值弹性或承压；但若HBM出货兑现超预期，利润弹性仍可能主导估值波动方向。\n现金流与配置：充裕流动性对周期的缓冲作用\n在过去数个季度，公司经营活动现金流与现金等价物规模明显扩大，推动其在信用市场与资本配置上采取更主动的策略。充裕的流动性为高强度的资本开支、海外项目推进与潜在的跨区域资产整合提供了“缓冲垫”，降低了产能爬坡与技术迭代过程中的财务不确定性。本季度若HBM放量与价格高位延续，现金回款质量有望进一步改善，并为后续产线扩充与设备采购提供保障。对估值而言，现金与融资的匹配度提升，可在周期波动期平滑利润表弹性，并增强外部预期对长期成长曲线的信心。\n潜在外延与供应链布局\n产业链消息显示，公司正在评估进一步的海外制造与园区层面的合作或资产获取机会，目的在于强化北美链条的本地化布局。若相关推进落地，将进一步缩短与主要客户的供货半径，提升交付效率并优化政策与配套资源的使用效率。对于本季度而言，市场会更关注这类举措的时间表与资本强度，一旦对产能释放路径和成本结构形成清晰预期，可能对二级市场估值形成前置反映。在供应链重塑的大背景下，边际产能的地理再配置，有助于提升公司对中长期订单波动的抗压能力。\n分析师观点\n从近半年的机构与分析师公开表态看，偏乐观的声音占主导。多家国际机构强调AI驱动的存储上行周期尚未结束，行业供需错配可能延续至未来数年，高带宽内存在服务器、加速卡与超算集群的渗透仍具上行空间。部分卖方机构指出，DRAM与NAND价格有望在未来两季继续上行，高利润率的HBM将是利润扩张的核心抓手，行业供应紧张的缓解或需更长周期。也有机构从资本市场的交易结果与认购热度出发，认为公司在技术与客户结构上拥有优势地位，近期募资与产能扩充将强化其在AI供应链的粘性与议价能力，财务表现的确定性优于同业。宏观层面，有大型投行在近期韩国市场下行中给予阶段性正面观点，认为估值波动并不改变高端存储赛道的中期逻辑。综合各方观点，乐观一侧聚焦于HBM供给瓶颈与技术迭代带来的毛利与利润弹性，中性与谨慎声音主要针对通用DRAM涨幅放缓与阶段性估值回调的短期扰动；当前看多观点更占优势，核心依据在于高端产品的供不应求持续、订单可见性提升与资本开支对未来产能与技术路线的加持力度。","news_type":1,"symbols_score_info":{"SKHY":1}},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":589295842944192,"gmtCreate":1784902552237,"gmtModify":1784902554484,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540680319507322","idStr":"3540680319507322"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/STX\">$希捷科技(STX)$&nbsp;</a> 存储里面就你跌得最少，财报出来要补上吧？","listText":"<a href=\"https://laohu8.com/S/STX\">$希捷科技(STX)$&nbsp;</a> 存储里面就你跌得最少，财报出来要补上吧？","text":"$希捷科技(STX)$ 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16:46","market":"us","language":"zh","title":"段永平：10年内大概率不会卖泡泡玛特股票，拟卖出SpaceX、特斯拉、Palantir的Put","url":"https://stock-news.laohu8.com/highlight/detail?id=1175654851","media":"老虎资讯综合","summary":"段永平在社交平台上表示，“泡泡玛特我才刚开始买啊！我猜10年内大概率是不会卖的。不过，我的水果已经比较成熟了，刚刚被call走了一些（买了t-bill了）。虽然现在价格比call走的价格还要低一点点，但这个价位我并不是很想买入。前几天我已经卖了一些MU的put，这几天我会卖点space X， 特斯拉的put的，还有pltr也会卖点put。ai是不容被忽视的，努力理解中……。”他还表示，“我想我还会增加一些Google，有机会还想增加一些brkb. 我应该还会保持我的nvda体量，就是put到期后会继续卖put的意思。”","content":"<html><head></head><body><p style=\"text-align: left;\">段永平在社交平台上表示，“泡泡玛特我才刚开始买啊！我猜10年内大概率是不会卖的。不过，我的水果已经比较成熟了，刚刚被call走了一些（买了t-bill了）。虽然现在价格比call走的价格还要低一点点，但这个价位我并不是很想买入。前几天我已经卖了一些MU的put，这几天我会卖点space X， 特斯拉的put的，还有pltr也会卖点put。ai是不容被忽视的，努力理解中……。”</p><p style=\"text-align: left;\">他还表示，“我想我还会增加一些Google，有机会还想增加一些brkb. 我应该还会保持我的nvda体量，就是put到期后会继续卖put的意思。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e0114ffea6e5c658e5521d4fd5cc4901\" data-align=\"center\" tg-width=\"1316\" 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*/\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段永平：10年内大概率不会卖泡泡玛特股票，拟卖出SpaceX、特斯拉、Palantir的Put\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\">2026-07-23 16:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">段永平在社交平台上表示，“泡泡玛特我才刚开始买啊！我猜10年内大概率是不会卖的。不过，我的水果已经比较成熟了，刚刚被call走了一些（买了t-bill了）。虽然现在价格比call走的价格还要低一点点，但这个价位我并不是很想买入。前几天我已经卖了一些MU的put，这几天我会卖点space X， 特斯拉的put的，还有pltr也会卖点put。ai是不容被忽视的，努力理解中……。”</p><p style=\"text-align: left;\">他还表示，“我想我还会增加一些Google，有机会还想增加一些brkb. 我应该还会保持我的nvda体量，就是put到期后会继续卖put的意思。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e0114ffea6e5c658e5521d4fd5cc4901\" data-align=\"center\" tg-width=\"1316\" tg-height=\"688\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/885447e000f5e02536cd166eeda13f45","relate_stocks":{"09366":"南方两倍做空特斯拉-U","09992":"泡泡玛特","SPCX":"SPAC and New Issue ETF","SSPC":"2倍做空SpaceX ETF-Leverage Shares","TSLS":"1倍做空TSLA ETF-Direxion","PLTI":"REX PLTR Growth & Income ETF","07366":"南方两倍做空特斯拉","PLTA":"ProShares Ultra PLTR ETF","SPCQ":"2倍做空SpaceX ETF-Defiance","SPCU":"2倍做多SpaceX ETF-Defiance","PLYY":"GraniteShares YieldBOOST PLTR ETF","TSLT":"2倍做多TSLA ETF-T-Rex","SNK":"2倍做空SpaceX ETF-GraniteShares","PLTD":"1倍做空PLTR ETF-Direxion","TSLW":"TSLA周配息ETF-Roundhill","LOFF":"2倍做多SpaceX ETF-Direxion","SPAL":"2倍做多Space X ETF-GraniteShares","TSLA":"特斯拉","TSDD":"2倍做空TSLA ETF-GraniteShares","SPCF":"2倍做多SpaceX ETF-ProShares","TSII":"REX TSLA Growth & Income ETF","PLTG":"2倍做多PLTR ETF-Leverage Shares","TSLY":"TSLA期权收益策略ETF-YieldMax","07766":"南方两倍做多特斯拉","PTIR":"2倍做多PLTR ETF-GraniteShares","TSL":"1.25倍做多TSLA 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22:59","market":"us","language":"zh","title":"美股异动 | SpaceX跌逾2%，木头姐逆势大手笔加仓","url":"https://stock-news.laohu8.com/highlight/detail?id=2652211017","media":"智通财经","summary":"智通财经APP获悉，周一，SpaceX跌逾2%，报121.13美元，截至发稿，本月累计跌幅近30%。据悉，公司面临内部人士限售期延长带来的潜在抛压。未来数月，部分限售股份将分批进入市场，可能增加股票供应并进一步影响估值。值得注意i的是，知名投资人凯茜·伍德旗下ARK Invest披露7月13日至17日完整调仓记录，SpaceX成为当周头号增持标的，ARK合计投入5690万美元加仓SPCX，为本期规模最大单笔布局。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉，周一，SpaceX(SPCX.US)跌逾2%，报121.13美元，截至发稿，本月累计跌幅近30%。据悉，公司面临内部人士限售期延长带来的潜在抛压。未来数月，部分限售股份将分批进入市场，可能增加股票供应并进一步影响估值。SiebertFinancial首席投资官MarkMalek表示，在考虑未来限售股解禁后，许多投资者可能已经重新审视最初的投资逻辑。此前在场外观望的潜在买家，则可能继续等待更低的入场点，因为随着估值回归合理水平，更低价格出现的可能性正在上升。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/faa7d88a7b70dcaa3c1c94edc2672ec7\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">值得注意i的是，知名投资人凯茜·伍德(市场称“木头姐”)旗下ARK Invest披露7月13日至17日完整调仓记录，SpaceX成为当周头号增持标的，ARK合计投入5690万美元加仓SPCX，为本期规模最大单笔布局。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股异动 | SpaceX跌逾2%，木头姐逆势大手笔加仓</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美股异动 | SpaceX跌逾2%，木头姐逆势大手笔加仓\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-20 22:59 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1470064.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，周一，SpaceX(SPCX.US)跌逾2%，报121.13美元，截至发稿，本月累计跌幅近30%。据悉，公司面临内部人士限售期延长带来的潜在抛压。未来数月，部分限售股份将分批进入市场，可能增加股票供应并进一步影响估值。SiebertFinancial首席投资官MarkMalek表示，在考虑未来限售股解禁后，许多投资者可能已经重新审视最初的投资逻辑。此前在场外观望的潜在买家，则...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1470064.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/204deea95548090ff5aad7c01fcebb6f","relate_stocks":{"ARKX":"ARK Space Exploration & Innovation ETF","SNK":"2倍做空SpaceX ETF-GraniteShares","SPCH":"2倍做多SpaceX ETF-Leverage Shares","BITI":"1倍做空比特币期货ETF-Proshares","CBTO":"Calamos Bitcoin 80 Series Structured Alt 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href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 涨得太过分了，还做头把交椅。只有你回撤15%-20%，其他股票才能有流动性，毕竟市场总的筹码就那么多","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 涨得太过分了，还做头把交椅。只有你回撤15%-20%，其他股票才能有流动性，毕竟市场总的筹码就那么多","text":"$苹果(AAPL)$ 涨得太过分了，还做头把交椅。只有你回撤15%-20%，其他股票才能有流动性，毕竟市场总的筹码就那么多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/587907693744288","isVote":1,"tweetType":1,"viewCount":970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586832259695656,"gmtCreate":1784301031161,"gmtModify":1784301033283,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540680319507322","idStr":"3540680319507322"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a> 拜托，别挣扎了，跌到100好加仓","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a> 拜托，别挣扎了，跌到100好加仓","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$ 拜托，别挣扎了，跌到100好加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/586832259695656","isVote":1,"tweetType":1,"viewCount":855,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559770134796747","authorId":"3559770134796747","name":"牛逼的泡泡","avatar":"https://static.tigerbbs.com/9bf6916652a79d7028c26078fd497da4","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3559770134796747","idStr":"3559770134796747"},"content":"到100就加仓，轮得到你吗。我130加的","text":"到100就加仓，轮得到你吗。我130加的","html":"到100就加仓，轮得到你吗。我130加的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586683162759488,"gmtCreate":1784264620870,"gmtModify":1784264622798,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540680319507322","idStr":"3540680319507322"},"themes":[],"title":"","htmlText":"35%好吧。你这数学是体育老师教的吗","listText":"35%好吧。你这数学是体育老师教的吗","text":"35%好吧。你这数学是体育老师教的吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586683162759488","repostId":"1104766888","repostType":4,"repost":{"id":"1104766888","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":1784255829,"share":"https://www.laohu8.com/m/news/1104766888?lang=zh_CN&edition=full","pubTime":"2026-07-17 10:37","market":"us","language":"zh","title":"美光较6月高点回落30%，华尔街重估AI存储周期：估值、盈利峰值与价格拐点成焦点","url":"https://stock-news.laohu8.com/highlight/detail?id=1104766888","media":"老虎资讯综合","summary":"美光科技过去一年受益于AI存储需求和DRAM、NAND价格上涨，但近期股价已较6月22日高点回落约30%，并首次跌破50日均线。Trivariate Research将美光称为“市场最重要的股票”，认为其已成为AI周期和风险偏好的代理变量，并测算其峰值每股收益或高于市场预期。不过，市场对存储价格拐点的担忧仍在升温，美光周四跌超5%，闪迪重挫逾12%，费城半导体指数跌超4%。Evercore ISI则认为，DRAM和NAND供应约束可能在今年底进一步恶化，并持续到明年大部分时间。","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/MU\">美光科技</a>过去一年是AI存储行情的核心标的之一，但这只股票近期的走势开始让市场重新审视存储周期的位置。Trivariate Research在最新报告中将美光称为“市场最重要的股票”，理由是它已经成为AI周期和风险偏好的重要代理变量。</p><p style=\"text-align: left;\">美光是美国少数直接参与AI存储供应链的核心厂商，受益于DRAM、NAND和高带宽内存需求上升，过去几个季度价格上涨带动盈利大幅改善。但问题也随之出现：当股价涨幅足够大之后，市场开始担心存储芯片价格何时见顶。</p><p style=\"text-align: left;\">美光股价目前已较6月22日高点回落约30%，周三收盘跌破50日均线，为4月7日以来首次。对一只此前高度依赖动量交易的芯片股来说，这个信号并不轻。过去几周，美股市场已经失去存储股和部分高位芯片股的带动，费城半导体指数也明显承压。</p><p style=\"text-align: left;\">Trivariate Research认为，美光当前估值并不算高。该机构指出，在报告发布时，美光股价仍高于900美元，对应正常化每股收益不到11倍；而在股价跌破850美元后，估值倍数进一步下降。对于一家处在AI供应链关键位置的美国存储芯片公司来说，这一估值水平偏低。</p><p style=\"text-align: left;\">为了判断美光未来盈利能力，Trivariate对AI周期见顶及后续下行阶段做了1万种情景模拟。即便在存储周期重新回到商品化交易、且下行速度比历史周期慢一倍的假设下，该机构仍测算美光峰值每股收益可达194美元，熊市情景下为156美元。相比之下，市场一致预期约为178美元，Trivariate认为这一预期可能低估了美光盈利峰值。</p><p style=\"text-align: left;\">但偏乐观的测算没有挡住股价下跌，美东时间周四，美光下跌5.65%，同属NAND存储方向的<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>重挫逾12%，费城半导体指数下跌4.3%。自6月22日创下14634.72点历史高位以来，费城半导体指数30只成分股全部回落，其中<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>跌幅达到36%，表现最弱。截至周四，SOX成分股中仅13.3%仍位于50日均线上方。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e655cc8f3c731ec2be799821b693fab7\" data-align=\"center\" tg-width=\"704\" tg-height=\"248\"/><span></span></p><p style=\"text-align: left;\">近期压在美光股价上的另一个因素，是市场对存储价格拐点的担忧。有报道称，AI新云厂商<a href=\"https://laohu8.com/S/CRWV\">CoreWeave, Inc.</a>正考虑使用金融衍生品，对冲未来内存和存储芯片价格下跌风险。Evercore ISI分析师Amit Daryanani认为，投资者可能将这一消息解读为存储价格接近顶部的信号。</p><p style=\"text-align: left;\">不过，Daryanani并不认为供需紧张会很快缓解。他在报告中提到，基于供应链调查和原始设备制造商反馈，DRAM和NAND的供应约束可能在今年底进一步恶化，并持续到明年大部分时间。</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>美光较6月高点回落30%，华尔街重估AI存储周期：估值、盈利峰值与价格拐点成焦点</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美光较6月高点回落30%，华尔街重估AI存储周期：估值、盈利峰值与价格拐点成焦点\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\">2026-07-17 10:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/MU\">美光科技</a>过去一年是AI存储行情的核心标的之一，但这只股票近期的走势开始让市场重新审视存储周期的位置。Trivariate Research在最新报告中将美光称为“市场最重要的股票”，理由是它已经成为AI周期和风险偏好的重要代理变量。</p><p style=\"text-align: left;\">美光是美国少数直接参与AI存储供应链的核心厂商，受益于DRAM、NAND和高带宽内存需求上升，过去几个季度价格上涨带动盈利大幅改善。但问题也随之出现：当股价涨幅足够大之后，市场开始担心存储芯片价格何时见顶。</p><p style=\"text-align: left;\">美光股价目前已较6月22日高点回落约30%，周三收盘跌破50日均线，为4月7日以来首次。对一只此前高度依赖动量交易的芯片股来说，这个信号并不轻。过去几周，美股市场已经失去存储股和部分高位芯片股的带动，费城半导体指数也明显承压。</p><p style=\"text-align: left;\">Trivariate Research认为，美光当前估值并不算高。该机构指出，在报告发布时，美光股价仍高于900美元，对应正常化每股收益不到11倍；而在股价跌破850美元后，估值倍数进一步下降。对于一家处在AI供应链关键位置的美国存储芯片公司来说，这一估值水平偏低。</p><p style=\"text-align: left;\">为了判断美光未来盈利能力，Trivariate对AI周期见顶及后续下行阶段做了1万种情景模拟。即便在存储周期重新回到商品化交易、且下行速度比历史周期慢一倍的假设下，该机构仍测算美光峰值每股收益可达194美元，熊市情景下为156美元。相比之下，市场一致预期约为178美元，Trivariate认为这一预期可能低估了美光盈利峰值。</p><p style=\"text-align: left;\">但偏乐观的测算没有挡住股价下跌，美东时间周四，美光下跌5.65%，同属NAND存储方向的<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>重挫逾12%，费城半导体指数下跌4.3%。自6月22日创下14634.72点历史高位以来，费城半导体指数30只成分股全部回落，其中<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>跌幅达到36%，表现最弱。截至周四，SOX成分股中仅13.3%仍位于50日均线上方。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e655cc8f3c731ec2be799821b693fab7\" data-align=\"center\" tg-width=\"704\" tg-height=\"248\"/><span></span></p><p style=\"text-align: left;\">近期压在美光股价上的另一个因素，是市场对存储价格拐点的担忧。有报道称，AI新云厂商<a href=\"https://laohu8.com/S/CRWV\">CoreWeave, Inc.</a>正考虑使用金融衍生品，对冲未来内存和存储芯片价格下跌风险。Evercore ISI分析师Amit Daryanani认为，投资者可能将这一消息解读为存储价格接近顶部的信号。</p><p style=\"text-align: left;\">不过，Daryanani并不认为供需紧张会很快缓解。他在报告中提到，基于供应链调查和原始设备制造商反馈，DRAM和NAND的供应约束可能在今年底进一步恶化，并持续到明年大部分时间。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"SNDK":"闪迪","MRVU":"Direxion Daily MRVL Bull 2X ETF","CORD":"T-REX 2X INVERSE CRWV DAILY TARGET 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理由是啥？ 哈哈哈哈哈哈","text":"…. 理由是啥？ 哈哈哈哈哈哈","html":"…. 理由是啥？ 哈哈哈哈哈哈"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553780643444136,"gmtCreate":1776234924757,"gmtModify":1776234926974,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06869\">$长飞光纤光缆(06869)$</a> 一年二十倍，太夸张了。今年上半年跌回两位数","listText":"<a href=\"https://laohu8.com/S/06869\">$长飞光纤光缆(06869)$</a> 一年二十倍，太夸张了。今年上半年跌回两位数","text":"$长飞光纤光缆(06869)$ 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09:06","market":"hk","language":"zh","title":"小米汽车7月交付量超过30000台","url":"https://stock-news.laohu8.com/highlight/detail?id=1141517315","media":"老虎资讯综合","summary":"8月1日，$小米(XIACY)$汽车公布，小米汽车7月交付量超过30000台。","content":"<html><head></head><body><p>8月1日，小米汽车：2026年7月，小米汽车交付量持续超过30000台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/845c455ac9f145386cf2ec5d221e9b71\" title=\"\" tg-width=\"690\" tg-height=\"920\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小米汽车7月交付量超过30000台</title>\n<style 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09:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月1日，小米汽车：2026年7月，小米汽车交付量持续超过30000台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/845c455ac9f145386cf2ec5d221e9b71\" title=\"\" tg-width=\"690\" tg-height=\"920\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{"81810":"小米集团-WR","XIACY":"小米集团ADR","01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141517315","content_text":"8月1日，小米汽车：2026年7月，小米汽车交付量持续超过30000台。","news_type":1,"symbols_score_info":{"81810":0.6,"XIACY":1,"01810":1.5}},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494251850433034","authorId":"3494251850433034","name":"橘子打野刀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3494251850433034","authorIdStr":"3494251850433034"},"content":"等乘联分会公布具体数据","text":"等乘联分会公布具体数据","html":"等乘联分会公布具体数据"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397547113046672,"gmtCreate":1738079645210,"gmtModify":1738079690649,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$&nbsp;</a> 这么烂的财报，就凭ceo一张嘴画饼？！","listText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$&nbsp;</a> 这么烂的财报，就凭ceo一张嘴画饼？！","text":"$波音(BA)$ 这么烂的财报，就凭ceo一张嘴画饼？！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/397547113046672","isVote":1,"tweetType":1,"viewCount":1743,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107612626981910","authorId":"4107612626981910","name":"贝勒爷爷","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4107612626981910","authorIdStr":"4107612626981910"},"content":"不能这么说 订单是真的 就是技术方面问题长期没被重视 所以现在还没解决 客户把钱放到手里也不敢拿","text":"不能这么说 订单是真的 就是技术方面问题长期没被重视 所以现在还没解决 客户把钱放到手里也不敢拿","html":"不能这么说 订单是真的 就是技术方面问题长期没被重视 所以现在还没解决 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